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# ![@HotPanini1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1160095040737349632.png) @HotPanini1 HotPanini

HotPanini posts on X about $hum, in the, insurance, money the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1160095040737349632/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1160095040737349632/c:line/m:interactions.svg)

- [--] Week [-----] -3.70%
- [--] Month [-----] +44%
- [--] Months [------] +855%
- [--] Year [------] +75%

### Mentions: [--] [#](/creator/twitter::1160095040737349632/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1160095040737349632/c:line/m:posts_active.svg)

- [--] Months [--] +227%
- [--] Year [---] +46%

### Followers: [-------] [#](/creator/twitter::1160095040737349632/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1160095040737349632/c:line/m:followers.svg)

- [--] Week [---] +0.72%
- [--] Month [---] +1.50%
- [--] Months [---] +3.40%
- [--] Year [---] +15%

### CreatorRank: undefined [#](/creator/twitter::1160095040737349632/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1160095040737349632/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [fashion brands](/list/fashion-brands)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [us election](/list/us-election)  [luxury brands](/list/luxury-brands)  [musicians](/list/musicians) 

**Social topic influence**
[$hum](/topic/$hum), [in the](/topic/in-the), [insurance](/topic/insurance), [money](/topic/money), [$dis](/topic/$dis), [maga](/topic/maga), [$lulu](/topic/$lulu), [$cvs](/topic/$cvs), [cvs](/topic/cvs), [$elv](/topic/$elv)

**Top accounts mentioned or mentioned by**
[@reapercapital](/creator/undefined) [@jeffmacke](/creator/undefined) [@buccocapital](/creator/undefined) [@pythiar](/creator/undefined) [@deitaone](/creator/undefined) [@alexpitti](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@biohazard3737](/creator/undefined) [@jesselivermore](/creator/undefined) [@jcoviedo6](/creator/undefined) [@mattyglesias](/creator/undefined) [@moseskagan](/creator/undefined) [@nypost](/creator/undefined) [@unusualwhales](/creator/undefined) [@openbordersjon](/creator/undefined) [@tylerthewise](/creator/undefined) [@sweatystartup](/creator/undefined) [@retardedwhore](/creator/undefined) [@vladtheinflator](/creator/undefined) [@pharmdca](/creator/undefined)

**Top assets mentioned**
[Humana Inc (HUM)](/topic/$hum) [DisChain (DIS)](/topic/$dis) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [CVS Health Corp (CVS)](/topic/$cvs) [Elevance Health Inc (ELV)](/topic/$elv) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [AT&T Inc. (T)](/topic/$t) [Cigna Corp (CI)](/topic/$ci) [UnitedHealth Group (UNH)](/topic/$unh) [Best Buy Co Inc (BBY)](/topic/$bby) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [GoPlus Security (GPS)](/topic/$gps) [Sonic (S)](/topic/$s) [SUSHI (SUSHI)](/topic/sushi) [Universal Health Services, Inc. Class B (UHS)](/topic/$uhs) [Nordstrom, Inc. (JWN)](/topic/$jwn) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Measurable Data Token (MDT)](/topic/$mdt) [Moon Tropica (CAH)](/topic/$cah) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Davita Inc (DVA)](/topic/$dva)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HZAC / Vivid Seats finally gets a date. https://finance.yahoo.com/news/horizon-acquisition-corporation-vivid-seats-132900907.html https://finance.yahoo.com/news/horizon-acquisition-corporation-vivid-seats-132900907.html"  
[X Link](https://x.com/HotPanini1/status/1441431220697640962)  2021-09-24T15:55Z [---] followers, [--] engagements


"@Alex__Pitti Oh one other one-off thing - apparently they're paying $0.32/sh if ppl keep through redemption - collected a breakup fee that they're giving back to shareholders $HZAC https://x.com/Biohazard3737/status/1404549691178635268 https://x.com/Biohazard3737/status/1404549691178635268"  
[X Link](https://x.com/HotPanini1/status/1448316251357519889)  2021-10-13T15:54Z [---] followers, [--] engagements


"Think the US med system has been hardened enough to handle any BA.2 COVID surge. Afraid this will delay normalization of the clinical labor mkt tho $UHS is in the right lanes and I like the mgmt but this will elevate their labor costs and disrupt their BH care more than ests"  
[X Link](https://x.com/HotPanini1/status/1505907936832466947)  2022-03-21T14:03Z [---] followers, [--] engagements


"Black Friday shopping in a nutshell- $BBY 's holiday pricing strategy noted in the graphic. $LULU just relabelling their 'we made too much'. Would like to try $JWN but can't bring myself to go to their website to search through [----] items 🤷"  
[X Link](https://x.com/HotPanini1/status/1595879477229236224)  2022-11-24T20:38Z [---] followers, [--] engagements


"Don't have legal exp to opine on the $ILMN / EU / GRAIL situation but would've thought that the EU's jurisdiction over two US co's merging (one of which was originally spun out of the other) would be clear Did notice that EU only makes up 22% of $ILMN's revs"  
[X Link](https://x.com/HotPanini1/status/1616211960177074177)  2023-01-19T23:12Z [---] followers, [---] engagements


"$CVS is a company that could really benefit from laying out its vision instead it looks like they've been bullied into buying things MinuteClinics & Home Health make sense Retail footprint + Aetna + PBM + primary care - what's the strategy to make these assets spin together"  
[X Link](https://x.com/HotPanini1/status/1633881392949137408)  2023-03-09T17:24Z [---] followers, [----] engagements


"@RampCapitalLLC Step 1: Learn to say "Chipotle""  
[X Link](https://x.com/HotPanini1/status/1639033411506688000)  2023-03-23T22:36Z [---] followers, [--] engagements


"Ongoing trend to use ASCs has no signs of stopping. At some point there will be capacity constraints for lower acuity/$ procedures for Medicare/Medicaid pts. Til then more volume and more getting referred from hospitals. Payers are pushing this too $THC"  
[X Link](https://x.com/HotPanini1/status/1661096990271488002)  2023-05-23T19:49Z [---] followers, [----] engagements


"@juliasskr Telling that they don't recognize things like an electrical outlet or a friendly 'hello' hand wave"  
[X Link](https://x.com/anyuser/status/1661826919401414656)  2023-05-25T20:09Z [--] followers, [--] engagements


"@PythiaR @FoolAllTheTime @investingnick Didn't think diabetes was a primary driver for $MDT - last time I looked I'd focused on scale + growth virtuous cycle in neuro division embedding in surgical wards more broadly and leveraging size to be able to offer more for acq & in-licensing"  
[X Link](https://x.com/HotPanini1/status/1664313042409250817)  2023-06-01T16:48Z [---] followers, [--] engagements


"Just found out $BBY is getting rid of their best membership feature - free installations & haul away - next month Really thought this was something they should advertise more and build on. Who's going to pay for $179 for free 2-day shipping and 'special member discounts'"  
[X Link](https://x.com/HotPanini1/status/1673578108157583360)  2023-06-27T06:24Z [---] followers, [--] engagements


"@realcjmendes $CAH is a different group. IMO health ins payers are taking a S/T hit based on $HUM read thru of higher medical costs this quarter. Ongoing Medicaid redeterminations will prob hit $MOH and $ELV harder this yr (but priced in) L/T tho only worry I'd see is higher unemployment"  
[X Link](https://x.com/HotPanini1/status/1679237603009380352)  2023-07-12T21:13Z [---] followers, [---] engagements


"@chigrl @Xfinity Funny Google fiber hasn't been working here today and they keep pushing their repair time back - if their current target is right it'll be [--] hrs down Guess no getting some work in today after all 🤷"  
[X Link](https://x.com/HotPanini1/status/1695953067013980407)  2023-08-28T00:14Z [---] followers, [--] engagements


"@RichardHanania It sounds like a corollary would be that SF has a power vacuum in terms of organized crime Nature abhors a vacuum"  
[X Link](https://x.com/HotPanini1/status/1706081807152882015)  2023-09-24T23:02Z [---] followers, [---] engagements


"@Kevvy_Kaye @ESG_Biotech He's the founder of IMVT's parent company"  
[X Link](https://x.com/anyuser/status/1707819898024636719)  2023-09-29T18:09Z [--] followers, [--] engagements


"@bluff_capital $DVA 's going to come out of this a net winner aren't they"  
[X Link](https://x.com/HotPanini1/status/1714340586814157103)  2023-10-17T18:00Z [---] followers, [--] engagements


"@JeffMacke Never understood who would be buying $GPS. Feels like the last time they had a good future in front of them was the early 00's. Are people buying for the dividend"  
[X Link](https://x.com/HotPanini1/status/1717248814354989561)  2023-10-25T18:36Z [---] followers, [--] engagements


"@buccocapital FFS are they trying to kill it Or maybe they want to get $T to buy it"  
[X Link](https://x.com/HotPanini1/status/1726495117937426448)  2023-11-20T06:58Z [---] followers, [--] engagements


"@davidfaber @BioShoock Can't see how this would ever pass since the $CI / $ANTM and Aetna / $HUM deals both got quashed. Plus flies in the face of $HUM's Medicare focused strategy (which is why they've got that multiple) Possible gov would allow Cigna to sell their Medicare business to them though"  
[X Link](https://x.com/HotPanini1/status/1729931386495410191)  2023-11-29T18:32Z [---] followers, [---] engagements


"Looks like $CI is trying to collect another breakup fee"  
[X Link](https://x.com/HotPanini1/status/1729933175839977502)  2023-11-29T18:39Z [---] followers, [---] engagements


"$HUM trades down on the $CI merger rumor (longshot IMO) then trades down again when Cigna says they're not interested Does no one realize that Cigna is the lame one here"  
[X Link](https://x.com/HotPanini1/status/1734265255340188053)  2023-12-11T17:33Z [---] followers, [--] engagements


"@ReaperCapital I saw Ariana Grande was trying to horn in on Mariah Carey's golden goose. This can only end with a hair pulling street fight"  
[X Link](https://x.com/HotPanini1/status/1735805941164232782)  2023-12-15T23:36Z [---] followers, [--] engagements


"@ReaperCapital As a general rule teachers probably shouldn't shop at teen clothing stores Waiting for her to go through a Brandy Melville phase"  
[X Link](https://x.com/HotPanini1/status/1737204547637182597)  2023-12-19T20:13Z [---] followers, [---] engagements


"@hmeisler Annoying Still not as frustrating as crypto trash taking over the '$' lookups for tickers on here tho"  
[X Link](https://x.com/HotPanini1/status/1737205185162985656)  2023-12-19T20:16Z [---] followers, [--] engagements


"@MorningBrew I'd actually buy a couple of their surplus scooters for a few bucks"  
[X Link](https://x.com/HotPanini1/status/1737550008981860809)  2023-12-20T19:06Z [---] followers, [---] engagements


"@Morgan_03 Screens are overdone - car co's need better UX design to figure out what should have buttons and what goes in the screen I like how Audi does it - good button availability handwriting pad for entering text (instead of dial). On more mainline cars Mazda is pretty good"  
[X Link](https://x.com/HotPanini1/status/1737551359182840124)  2023-12-20T19:11Z [---] followers, [--] engagements


"@AlanWilsonWatts @nypost Sounds like good advice for the the governments of their home countries"  
[X Link](https://x.com/HotPanini1/status/1740908045365092826)  2023-12-30T01:29Z [---] followers, [---] engagements


"@unusual_whales Is this including the ones moving up from the south"  
[X Link](https://x.com/HotPanini1/status/1742941746638843909)  2024-01-04T16:11Z [---] followers, [--] engagements


"@CliffordAsness given Israel's "huge military capacity" if it were a genocide all of the Palestinians would already be dead And these people still can't bring themselves to ask Hamas to return hostages or for the citizenry to show some agency and throw off Hamas"  
[X Link](https://x.com/HotPanini1/status/1745591866165481558)  2024-01-11T23:41Z [---] followers, [---] engagements


"@ReaperCapital Erm you've created a large cap pharma/medtech index fund"  
[X Link](https://x.com/HotPanini1/status/1745860474611400923)  2024-01-12T17:29Z [---] followers, [--] engagements


"Looks like $HUM 's management was too busy making googly eyes at $CI and took their eye off the ball. Missing Medicare enrollment est when you're selling off everything else isn't a great Adjustments through the year making it seem like they don't have a handle on their business"  
[X Link](https://x.com/HotPanini1/status/1748023283855876448)  2024-01-18T16:43Z [---] followers, [---] engagements


"@dtmorgan18 Have seen several similar line item charges being used. Basically it keeps the prices off the menu so ppl are likely to order more then hopes they don't notice/care/remember at the end"  
[X Link](https://x.com/HotPanini1/status/1750621568177459308)  2024-01-25T20:48Z [---] followers, [--] engagements


"@McReynoldsJoe @olivertraldi Indeed for the man clearly never did anything else of relevance. In the other [--] cases he argued in front of the Supreme Court Or writings on the use of torture and the PPCA/ACA Or fleeing from Czechoslovakia in front of the Nazi invasion"  
[X Link](https://x.com/HotPanini1/status/1752117935433560321)  2024-01-29T23:54Z [---] followers, [--] engagements


"@Biohazard3737 Think the economics of autos tends towards shared platforms & easier to move up market than differentiate. Like how Audi and VW have gotten closer/further over the yrs. Also ppl still care about some performance characteristics Top lux brands trade on heritage and craftsmanship"  
[X Link](https://x.com/HotPanini1/status/1753916189766828275)  2024-02-03T22:59Z [---] followers, [--] engagements


"@anammostarac @Jesse_Livermore Where he's going he doesn't need real women"  
[X Link](https://x.com/HotPanini1/status/1754407441171882375)  2024-02-05T07:31Z [---] followers, [--] engagements


"@trengriffin Reddit costs $800m a year to run"  
[X Link](https://x.com/HotPanini1/status/1754764192584990733)  2024-02-06T07:09Z [---] followers, [--] engagements


"@OpenBordersJon @Tyler_The_Wise In the Chancellor's directs at Cal the single biggest unit is The Office for the Prevention of Harassment and Discrimination(14 ppl) +3 for whistleblower compliance"  
[X Link](https://x.com/HotPanini1/status/1754957726889971772)  2024-02-06T19:58Z [---] followers, [---] engagements


"@OpenBordersJon @Tyler_The_Wise they've got [--] ppl in communications separate from Gov & Community Relations which includes a Director for Tribal Relations"  
[X Link](https://x.com/HotPanini1/status/1754957793260696051)  2024-02-06T19:58Z [---] followers, [--] engagements


"@buccocapital Always amazed that his default slack-jawed befuddled look plays so well with audiences"  
[X Link](https://x.com/HotPanini1/status/1755400127114821787)  2024-02-08T01:16Z [---] followers, [--] engagements


"@RnaudBertrand Guess next time we should just look for a nearby reef to build an airstrip on instead"  
[X Link](https://x.com/HotPanini1/status/1756025627868798985)  2024-02-09T18:41Z [---] followers, [--] engagements


"How did I miss this on the telecast 😅 This is a PSA to NOT LIE ON YOUR RESUME. Yes even actors lie about skills and this is how this young lady roller skated off Ushers Super Bowl stage. Thankfully shes ok but good gracious girl. https://t.co/ff2IswuMcB This is a PSA to NOT LIE ON YOUR RESUME. Yes even actors lie about skills and this is how this young lady roller skated off Ushers Super Bowl stage. Thankfully shes ok but good gracious girl. https://t.co/ff2IswuMcB"  
[X Link](https://x.com/HotPanini1/status/1757455748806627504)  2024-02-13T17:24Z [---] followers, [--] engagements


"@Biohazard3737 Dunno about S/T but I've stayed clear as they're just like $CVS but [--] steps behind in care delivery and don't have the med insurance biz Basically a PBM and retail component. Neither of those are particularly attractive"  
[X Link](https://x.com/HotPanini1/status/1760809683231592904)  2024-02-22T23:31Z [---] followers, [--] engagements


"@nikitabier They never should have had the valuation they had in [----]. There was never path for them to become profitable given their market space/niche"  
[X Link](https://x.com/HotPanini1/status/1764919395535426026)  2024-03-05T07:42Z [---] followers, [--] engagements


"@0xAlaric I really thought this kind of thing only happened in Civilization"  
[X Link](https://x.com/HotPanini1/status/1767019685848264883)  2024-03-11T02:48Z [---] followers, [---] engagements


"Best way this Kate Middleton drama could unfold is if she's secretly been cast and is on location taping a reboot of Suits"  
[X Link](https://x.com/HotPanini1/status/1768361734501487048)  2024-03-14T19:41Z [---] followers, [---] engagements


"@ReaperCapital I know y'all have to use sled dogs and fight off polar bears for [--] mo out of the year up there but still probably worth the commute to Minnetonka to get 2-3x salary at UnitedHealth"  
[X Link](https://x.com/HotPanini1/status/1781147421327704121)  2024-04-19T02:26Z [---] followers, [--] engagements


"@ReaperCapital Trump needs some insurance money"  
[X Link](https://x.com/HotPanini1/status/1781151497570709564)  2024-04-19T02:43Z [---] followers, [--] engagements


"I'd read the tea leaves correctly but assumed $HUM and $CVS would be able to manage their business (and guidance) 🤦 Standalone primary care remains a bad business. CMS final rule changes will increase inpatient costs. This all should have been mitigated given 6mo+ lead times"  
[X Link](https://x.com/HotPanini1/status/1785702956618416188)  2024-05-01T16:08Z [---] followers, [---] engagements


"@KatieSponsler Katiestown seems like a place that wouldn't adequately fund their defense either so think it may be time to submit to your new 9yo overlord"  
[X Link](https://x.com/HotPanini1/status/1785810359275954407)  2024-05-01T23:15Z [---] followers, [--] engagements


"@AbeGreenwald Newest (last) entry in Hamas training manual"  
[X Link](https://x.com/HotPanini1/status/1786959598395818335)  2024-05-05T03:22Z [---] followers, [--] engagements


"@BrandonVanZee I can't reliably get a drink in-store in under [--] minutes because they've never realized an actual customer waiting is more important than a mobile order for [--] min from now And he's talking about showing value while they just boosted prices [----] on drinks and $1/ food item"  
[X Link](https://x.com/HotPanini1/status/1787522588417433798)  2024-05-06T16:39Z [---] followers, [--] engagements


"$SBUX 'innovated' a new iced coffee blend that came out this week and now it costs $1 more. Think current mgmt may be fundamentally misunderstanding their problem"  
[X Link](https://x.com/HotPanini1/status/1788225835184636143)  2024-05-08T15:13Z [---] followers, [--] engagements


"$CVS out paying top dollar for a car when they can't afford the gas. Seems like 'growth investments' needed one year out should have made it into the excel model when they were bidding CVS has been seeking a private equity partner to fund growth at Oak Street Health the $10.6 billion primary care provider it bought a year ago https://t.co/L1BNHRuiqg CVS has been seeking a private equity partner to fund growth at Oak Street Health the $10.6 billion primary care provider it bought a year ago https://t.co/L1BNHRuiqg"  
[X Link](https://x.com/HotPanini1/status/1793722184747414006)  2024-05-23T19:14Z [---] followers, [---] engagements


"@devahaz @boltyboy The analogy here is bad because the mortgage interest tax deduction would be equivalent to an a reduction on the interest of the student loan (or tax write-off). They can already be written off taxes and the rate is gov subsidized so they already receive equiv treatment"  
[X Link](https://x.com/HotPanini1/status/1794958419126108503)  2024-05-27T05:06Z [---] followers, [---] engagements


"@ReaperCapital At least the people coming in our south don't lecture / berate us while being sustained solely on the combination of extractive industries and Lululemon"  
[X Link](https://x.com/HotPanini1/status/1796429720638414983)  2024-05-31T06:33Z [---] followers, [--] engagements


"@naval At some point China will look around and say 'wtf I need some new friends'"  
[X Link](https://x.com/HotPanini1/status/1804636987934302577)  2024-06-22T22:06Z [---] followers, [--] engagements


"@phl43 The guy must've been pretty high up in Hamas for that to provide any protection"  
[X Link](https://x.com/HotPanini1/status/1804667614981239172)  2024-06-23T00:07Z [---] followers, [---] engagements


"@Liddokun @Jay83214566 This feels like a Trump subtweet"  
[X Link](https://x.com/HotPanini1/status/1813062643881811994)  2024-07-16T04:06Z [---] followers, [--] engagements


"@JeffMacke Feel like this is a situation where she's been secretly training for the past [--] mo"  
[X Link](https://x.com/HotPanini1/status/1814323440285049091)  2024-07-19T15:36Z [---] followers, [--] engagements


"Just thinking about what would've happened if Biden had dropped Kamala from the ticket and picked Barack Obama as his VP nominee"  
[X Link](https://x.com/HotPanini1/status/1815266120427032851)  2024-07-22T06:02Z [---] followers, [--] engagements


"For a brief couple of days last week all of my biopharma positions were green It was glorious"  
[X Link](https://x.com/HotPanini1/status/1819394239446634983)  2024-08-02T15:26Z [---] followers, [--] engagements


"$T is becoming a top performer recovering to levels established in the dot com bust What a topsy turvy world we live in"  
[X Link](https://x.com/HotPanini1/status/1819395628361044173)  2024-08-02T15:31Z [---] followers, [--] engagements


"@BichonRedux only hurts badly if one also loses employment. If you can maintain cash flow through the recession you come out better than before"  
[X Link](https://x.com/HotPanini1/status/1819439573141017024)  2024-08-02T18:26Z [---] followers, [---] engagements


"@WatcherGuru Time to mint a $1T crypto coin Maybe combining [--] bad ideas makes a good one"  
[X Link](https://x.com/HotPanini1/status/1819441003352543493)  2024-08-02T18:31Z [---] followers, [--] engagements


"Just got the email that our $NFLX plan is going away so we either take ads or pay $4/mo (25%) more Plus a 2nd round of $DIS price hikes in [----] makes me think streaming might be harvesting too much too soon. Its basically asking ppl to carry 3-4 $200 movie subscriptions per yr"  
[X Link](https://x.com/HotPanini1/status/1820874661594546233)  2024-08-06T17:28Z [---] followers, [--] engagements


"@OHWallStreet @SamRo This does partially explain their credit underwriting and money laundering issues"  
[X Link](https://x.com/HotPanini1/status/1821579436397101282)  2024-08-08T16:09Z [---] followers, [---] engagements


"@tparon Wonder how much CO2 savings that reversed"  
[X Link](https://x.com/HotPanini1/status/1825934400032485782)  2024-08-20T16:34Z [---] followers, [---] engagements


"@RepJackKimble Maybe he doesn't know what 'expertise' means"  
[X Link](https://x.com/HotPanini1/status/1826301667324592389)  2024-08-21T16:53Z [---] followers, [--] engagements


"@RampCapitalLLC @ReaperCapital The Polish are behind everything"  
[X Link](https://x.com/HotPanini1/status/1826301796098138381)  2024-08-21T16:54Z [---] followers, [--] engagements


"@VodkaMuse I've seen the pilates version of that first one and it literally involved hip thrust & rotations. Obvious what it is practicing for"  
[X Link](https://x.com/HotPanini1/status/1827864268794187992)  2024-08-26T00:22Z [---] followers, [---] engagements


"@sweatystartup I don't know why everyone is skipping over that fact that he lowered his head to get helmet to helmet contact If they're coaching like that next time the little guy should step to the side and take him down by the face mask"  
[X Link](https://x.com/HotPanini1/status/1828881431839510799)  2024-08-28T19:44Z [---] followers, [--] engagements


"@retarded_whore Joke's on her - after paying for the abortion she won't have enough $'s for sushi"  
[X Link](https://x.com/HotPanini1/status/1829260771009974532)  2024-08-29T20:52Z [---] followers, [--] engagements


"@retarded_whore I was just assuming she had less than $200 to her name She might be stuck just eating the sushi while pregnant"  
[X Link](https://x.com/HotPanini1/status/1829262587135193157)  2024-08-29T20:59Z [---] followers, [--] engagements


"@jimiuorio @dylanmatt @ernietedeschi but why reduce the tax when you can make another tax to stop people from deferring payment of the first tax Also telling that his core example doesn't involve any capital appreciation and treats investing entirely as a tax dodge"  
[X Link](https://x.com/HotPanini1/status/1829558550978580675)  2024-08-30T16:35Z [---] followers, [---] engagements


"@ONAN_OUS Can we have them instead of Puerto Rico"  
[X Link](https://x.com/HotPanini1/status/1833221195237626323)  2024-09-09T19:09Z [---] followers, [--] engagements


"And apparently the stupid f***s at $DIS pulled viewing rights which wasnt known until my kids went to watch the recorded MNF game Screw this I'm pirating everything Yeah this arrangement is a complete PoS. I'm not signing up for another subscription to watch one game on a Th night. Requires Internet searches just to know which service has a game too. Yeah this arrangement is a complete PoS. I'm not signing up for another subscription to watch one game on a Th night. Requires Internet searches just to know which service has a game too"  
[X Link](https://x.com/HotPanini1/status/1833331828310348192)  2024-09-10T02:29Z [---] followers, [---] engagements


"@PicturesFoIder As soon as she's in that baby is coming out in one big contraction"  
[X Link](https://x.com/HotPanini1/status/1834760665199972471)  2024-09-14T01:06Z [---] followers, [--] engagements


"@PythiaR Things like this are why Americans think the celsius scale is a joke"  
[X Link](https://x.com/HotPanini1/status/1837619362091749876)  2024-09-21T22:26Z [---] followers, [--] engagements


"SESAC pulled the rights to 15k musicians from YouTube due to a licensing dispute (incl Rush Green Day Ariana Grande Bob Dylan to name a few) so these are no longer available to view in the US How TF did people start thinking not owning their digital media was a good idea"  
[X Link](https://x.com/HotPanini1/status/1840251862332621006)  2024-09-29T04:46Z [---] followers, [---] engagements


"Concerned that $HUM is what happens when there's a leak on how their Medicare Stars scores turned out"  
[X Link](https://x.com/HotPanini1/status/1841204899188785429)  2024-10-01T19:53Z [---] followers, [----] engagements


"@EnriqueDiazAlva @knrd_z Only a philosophy PhD will allow one to untangle this knot"  
[X Link](https://x.com/HotPanini1/status/1841678246280364133)  2024-10-03T03:14Z [---] followers, [--] engagements


"@RussInCheshire This isn't corporate tax though is it Looked more like a specific targeting of a capital gains tax for when owners sell their firm"  
[X Link](https://x.com/HotPanini1/status/1848482405016809803)  2024-10-21T21:52Z [---] followers, [----] engagements


"@VladTheInflator Who exactly doesn't have health insurance available to them these days between Medicare Medicaid exchanges and employer-provided If someone's insured on anything other than a PPO the cost for a delivery + hospital stay should be somewhere around $0-$2000"  
[X Link](https://x.com/HotPanini1/status/1849145677009555724)  2024-10-23T17:47Z [---] followers, [--] engagements


"@3YearLetterman @77cyko It's like Canada dripped down plus Boeing Microsoft and Amazon"  
[X Link](https://x.com/HotPanini1/status/1849273771968143778)  2024-10-24T02:16Z [---] followers, [--] engagements


"@vato_bk @JCOviedo6 Good to see the FTC weighing in on the really concentrated industries that are integral to our economy"  
[X Link](https://x.com/HotPanini1/status/1849859488452616698)  2024-10-25T17:04Z [---] followers, [---] engagements


"@Jesse_Livermore @magicsilicon Option [--] all day long. If they actually realize that elections are demographically unwinnable it would be a net + If they conclude it was rigged it gives non-MAGAs an opportunity to take back the party In either case Trump would diminish"  
[X Link](https://x.com/HotPanini1/status/1850414098326196403)  2024-10-27T05:47Z [---] followers, [---] engagements


"@JeffMacke This feels like a downgrade from their .um normal aesthetics"  
[X Link](https://x.com/HotPanini1/status/1851324288160432138)  2024-10-29T18:04Z [---] followers, [--] engagements


"$THC - periodic reminder that when payers report higher medical costs someone on the provider side is coming out a winner Handling progressively higher acuity patients for high $ procedures but still undercutting hospitals (so payers favor) isn't a bad place to be"  
[X Link](https://x.com/HotPanini1/status/1851395703874207900)  2024-10-29T22:48Z [---] followers, [--] engagements


"@RampCapitalLLC We should create a huge canal from the great lakes region that will carry al of the midwest's industrial waste South and release it into the ocean from the very tip of Florida This would finally fulfill Florida's destiny"  
[X Link](https://x.com/HotPanini1/status/1851396837875585140)  2024-10-29T22:52Z [---] followers, [--] engagements


"@ReaperCapital They are on benefits / disability are working for cash or raising kids in an impoverished lifestyle Medicaid means testing alone means they'd likely be incentivized to keep household income below a certain mark (varies by state)"  
[X Link](https://x.com/HotPanini1/status/1852601621693538382)  2024-11-02T06:40Z [---] followers, [--] engagements


"@whiteforesight @eyeslasho Those are probably just the blown up Hamas tunnels"  
[X Link](https://x.com/HotPanini1/status/1853103728141980014)  2024-11-03T15:55Z [---] followers, [--] engagements


"Its amazing to me that Trump has been rehabilitated to the point that people believe he was anything other than a laughingstock while President Remember this Literally the most hilarious political event that I've ever seen in my life"  
[X Link](https://x.com/HotPanini1/status/1853900809257574626)  2024-11-05T20:42Z [---] followers, [--] engagements


"@TheRabbitHole84 @Pharmdca Was waiting for the weird conspiracy theories about the sudden big swings in IA and PA to hit the TL but apparently Dems aren't inclined"  
[X Link](https://x.com/HotPanini1/status/1854002137342357940)  2024-11-06T03:25Z [---] followers, [--] engagements


"@INVESTMENTSHULK when does Polymarket put odds on Iran Russia or China doing this first"  
[X Link](https://x.com/HotPanini1/status/1854233909611069835)  2024-11-06T18:46Z [---] followers, [--] engagements


"Time to poke around and figure out if this over or undervalues $LULU at 7x that number Activewear maker Vuori will allow some early investors and employees to sell shares in a tender offer that values the company at about $5.5 billion https://t.co/ngsbn8z2Xp Activewear maker Vuori will allow some early investors and employees to sell shares in a tender offer that values the company at about $5.5 billion https://t.co/ngsbn8z2Xp"  
[X Link](https://x.com/HotPanini1/status/1854642948388143563)  2024-11-07T21:51Z [---] followers, [---] engagements


"Wonder when/if ppl will start talking about the yield curve un-inverting. We're getting close"  
[X Link](https://x.com/HotPanini1/status/1856860538263015687)  2024-11-14T00:43Z [---] followers, [--] engagements


"$DIS So this is what happens when you collect subscription fees but don't spend any $'s on content. $DIS (+9.2% pre) Disney Stock Rises as Streaming Profit Experiences Revenue Grow https://t.co/SNC1MYoolw $DIS (+9.2% pre) Disney Stock Rises as Streaming Profit Experiences Revenue Grow https://t.co/SNC1MYoolw"  
[X Link](https://x.com/HotPanini1/status/1857096464305991689)  2024-11-14T16:21Z [---] followers, [--] engagements


"@ComfortablySmug @AOC Most of the online discourse around her these days would still correctly use "They / Them""  
[X Link](https://x.com/HotPanini1/status/1857164359690269050)  2024-11-14T20:51Z [---] followers, [--] engagements


"@realDonaldTrump Eventually Trump will realize this will impact his McDonalds and RFK will be out"  
[X Link](https://x.com/HotPanini1/status/1857176078965723286)  2024-11-14T21:37Z [---] followers, [--] engagements


"$DIS managed to weather a huge multi-year hit to revenue from ESPN first with Marvel movies and then by hand-waving about streaming + park price hikes Have they stabilized the business at $4B per quarter If so it seems like they maybe stuck the landing $DIS Disney Q4 FY24 (ending in Sept): Revenue +6% Y/Y to $22.6B ($80M beat). Non-GAAP EPS $1.14 ($0.03 beat). Segment operating margin: 🍿 Entertainment: 10% (+7pp Y/Y). 🏈 Sports: 24% (-1pp Y/Y). 🏰 Experience: 20% (-2pp Y/Y). FY25 EPS growth high single digit. https://t.co/hBi5LU2Jx1 $DIS Disney Q4 FY24 (ending in Sept): Revenue +6% Y/Y to"  
[X Link](https://x.com/HotPanini1/status/1857188543803818067)  2024-11-14T22:27Z [---] followers, [--] engagements


"Well that didn't take long $nflx is down"  
[X Link](https://x.com/HotPanini1/status/1857598885759431082)  2024-11-16T01:37Z [---] followers, [---] engagements


"@BrianRoemmele Is it weird that he looks like a cross between Trump and RFK"  
[X Link](https://x.com/HotPanini1/status/1858422575690305595)  2024-11-18T08:10Z [---] followers, [---] engagements


"@Sarah_Katilyn @StealthQE4 Much like with the yield curve there is more than one way for those two lines to converge"  
[X Link](https://x.com/HotPanini1/status/1859695546740637958)  2024-11-21T20:29Z [---] followers, [--] engagements


"🤯 freezer-to-oven turkey thanks to Big Data usage at Butterball The American Eater Wins Again https://t.co/LTYVPidjKn freezer-to-oven turkey thanks to Big Data usage at Butterball The American Eater Wins Again https://t.co/LTYVPidjKn"  
[X Link](https://x.com/HotPanini1/status/1861407146258362622)  2024-11-26T13:50Z [---] followers, [--] engagements


"@buccocapital Ffs even the little AI generated blurbs they're putting on top of the search results are usually obviously incorrect in the first few lines"  
[X Link](https://x.com/HotPanini1/status/1861518515947348017)  2024-11-26T21:12Z [---] followers, [---] engagements


"@HDTVCamera @SpyTalker You do realize that client list was available for release since Epstein was arrested & died which was during Trump's first term right"  
[X Link](https://x.com/HotPanini1/status/1863865764400513249)  2024-12-03T08:40Z [---] followers, [--] engagements


"@KlendathuCap "Our innovative strategy is to release content only once everyone's forgotten the earlier material and moved on" - every streaming co board room probably"  
[X Link](https://x.com/HotPanini1/status/1864050077649768719)  2024-12-03T20:52Z [---] followers, [--] engagements


"@ijbailey @MarkP21 @mattyglesias @alexanderburns @jmart @katieglueck You asked for evidence that she was unpopular in [----] her performance immediately before her selection demonstrated that. Now you're arguing against reality - she lost the point that she wasn't popular enough to win a natl election is now a proven fact"  
[X Link](https://x.com/HotPanini1/status/1864158527096541243)  2024-12-04T04:03Z [---] followers, [--] engagements


"@Citrini7 Those #'s are BS industry UM denial rates are nowhere near that level Likely this includes anything that requires a pre-auth and any items where the insurance co asks the physician for more info"  
[X Link](https://x.com/HotPanini1/status/1864459043055783986)  2024-12-04T23:57Z [---] followers, [---] engagements


"Yield curve uninverts and there's no celebration Question is whether this is as bad as it gets or if the recession it was predicting is still to come"  
[X Link](https://x.com/HotPanini1/status/1867681883544543546)  2024-12-13T21:23Z [---] followers, [--] engagements


"@AdamSinger This tweet would single-handedly give this series a second life if anyone could find the right streaming service for it"  
[X Link](https://x.com/HotPanini1/status/1868754014294389022)  2024-12-16T20:24Z [---] followers, [--] engagements


"@JamesGunn @Superman The Top Gun-esque theme music was a good touch"  
[X Link](https://x.com/HotPanini1/status/1869798257649717541)  2024-12-19T17:33Z [---] followers, [--] engagements


"@Devon_Eriksen_ Well said good premise. I had not thought of it this way before but it articulated something I couldn't quite get to"  
[X Link](https://x.com/HotPanini1/status/1874127146471612741)  2024-12-31T16:15Z [---] followers, [--] engagements


"@AlexNoonan6 That reminds me I wonder if Aerosmith is going to go on tour again"  
[X Link](https://x.com/HotPanini1/status/1882202987139133507)  2025-01-22T23:05Z [---] followers, [---] engagements


"@DeItaone I wonder if he thinks he can refinance the country with a good rate from Deutsche Bank"  
[X Link](https://x.com/HotPanini1/status/1882562161836474565)  2025-01-23T22:52Z [---] followers, [--] engagements


"@MailOnline She defintely knows how to get access in this White House"  
[X Link](https://x.com/HotPanini1/status/1885085860225511604)  2025-01-30T22:01Z [---] followers, [--] engagements


"Didn't think $T had a 70% run in them but company is clearly in reduced capex/profit harvesting mode. Track record of mgmt is poor but maybe they'll be better at handling gushers of cash when there's not business case for expensive content acquisitions"  
[X Link](https://x.com/HotPanini1/status/1889062819439792616)  2025-02-10T21:24Z [---] followers, [--] engagements


"I knew about $IRM (the company) I don't think I knew it was a literal mountain Federal employee retirements are processed using paper by hand in an old limestone mine in Pennsylvania. 700+ mine workers operate [---] feet underground to process [-----] applications per month which are stored in manila envelopes and cardboard boxes. The retirement process https://t.co/dXCTgpAWLs Federal employee retirements are processed using paper by hand in an old limestone mine in Pennsylvania. 700+ mine workers operate [---] feet underground to process [-----] applications per month which are stored in manila"  
[X Link](https://x.com/HotPanini1/status/1889810037687955884)  2025-02-12T22:53Z [---] followers, [--] engagements


"@bennpeifert 😅 who would give this up for Waymo"  
[X Link](https://x.com/HotPanini1/status/1898057456657613225)  2025-03-07T17:05Z [---] followers, [--] engagements


"@ArmandDoma This is going to end up being a dance-off isn't it"  
[X Link](https://x.com/HotPanini1/status/1908079074389422357)  2025-04-04T08:47Z [---] followers, [--] engagements


"@EastEndJoe @JerryCap Someone needs to send him on a fact finding trip to Heard Island to gladhand the locals and get their buy in"  
[X Link](https://x.com/HotPanini1/status/1908334321351737626)  2025-04-05T01:42Z [---] followers, [--] engagements


"@InezFeltscher TBF prior to Obamacare if you got any significant disease your insurer could drop you / boost rates to usurious levels and all of the others could refuse to insure you"  
[X Link](https://x.com/HotPanini1/status/1911649216461738357)  2025-04-14T05:14Z [---] followers, [--] engagements


"@HanchungLee @paulg If you don't know the tariff level much less second/third order effects you can't estimate a reasonable WACC or IRR. Until they can larger businesses will just defer everything"  
[X Link](https://x.com/HotPanini1/status/1911651263722435010)  2025-04-14T05:22Z [---] followers, [--] engagements


"@mattyglesias I do think its strange that people are so against a national ID card but we're expected to show government-issued driver's licenses and use social security numbers routinely I don't think they should be asked for as you're implying though"  
[X Link](https://x.com/HotPanini1/status/1915174399805932001)  2025-04-23T22:42Z [---] followers, [--] engagements


"@Jbn3ex What is one supposed to do with the sugar Just eat it straight Maybe mix it with the butter"  
[X Link](https://x.com/HotPanini1/status/1922541712519340429)  2025-05-14T06:37Z [---] followers, [--] engagements


"@buccocapital Still can't believe that it's legal they do this with Rx products just because they've got a table of licensed pharmacists cooking somewhere a la Walter White"  
[X Link](https://x.com/HotPanini1/status/1924003441359323555)  2025-05-18T07:25Z [---] followers, [---] engagements


"@DrEricDing Honestly probably should've started with state schools which have a mandate to educate people from that state but instead fill seats with international students (because they can charge more)"  
[X Link](https://x.com/HotPanini1/status/1925692661056389395)  2025-05-22T23:18Z [---] followers, [---] engagements


"@ReaperCapital Should name the AI 'Taylor' and watch half of America instantly upgrade. Especially if it could sing a little"  
[X Link](https://x.com/HotPanini1/status/1928140820370047123)  2025-05-29T17:26Z [---] followers, [--] engagements


"@Biohazard3737 It's the only place I can find food until one of these co's catches a buyout"  
[X Link](https://x.com/HotPanini1/status/1928177896465596897)  2025-05-29T19:53Z [---] followers, [---] engagements


"@DataRepublican @TonyNashNerd How long do you think it takes to build a semiconductor manufacturing plant Whatever it is TSMC Wolfspeed and plenty of others would beg to differ"  
[X Link](https://x.com/HotPanini1/status/1928688026508566715)  2025-05-31T05:40Z [---] followers, [---] engagements


"@PythiaR @Jesse_Livermore So we have to rely on both the theocratic Supreme Leader and Trump to not be stupid"  
[X Link](https://x.com/HotPanini1/status/1936629284246094028)  2025-06-22T03:36Z [---] followers, [--] engagements


"@charliekirk11 "conservatives should just throw up their hands and leave New York to its fate." This is the backstory to a Batman movie"  
[X Link](https://x.com/HotPanini1/status/1937959113306308828)  2025-06-25T19:40Z [---] followers, [--] engagements


"@Osint613 I'm sure with those three people in a room together they were just playing Mario Kart or something"  
[X Link](https://x.com/HotPanini1/status/1938352865879462220)  2025-06-26T21:45Z [---] followers, [---] engagements


"@dogeai_gov @DeItaone I guess I shouldn't expect an AI to remember COVID related supply shocks which *actually* drove inflation"  
[X Link](https://x.com/HotPanini1/status/1939738855672016969)  2025-06-30T17:32Z [---] followers, [--] engagements


"@apsoccer76 @kingkang80 The free money part is only for kids who've been born in the last [--] months or still to be born"  
[X Link](https://x.com/HotPanini1/status/1942035484630249535)  2025-07-07T01:38Z [---] followers, [--] engagements


"@jakeallen3 Utter nonsense that a company primarily focused on Medicaid can pull 15% CAGR for any length of time People point to Commercial insurance because the pricing is high and Medicare because the data is available but Medicaid is where the money flows make the least sense"  
[X Link](https://x.com/HotPanini1/status/1942699192058798443)  2025-07-08T21:35Z [---] followers, [---] engagements


"@ArmsGarrett @jakeallen3 Medicaid is routinely advertised as a low (5%) margin business by payers and a low to negative margin business by providers even as they turn 15% CAGR and buy real estate / build facilities respectively"  
[X Link](https://x.com/HotPanini1/status/1943016153074557341)  2025-07-09T18:35Z [---] followers, [--] engagements


"@Breaking911 No one wondering why there are military vehicles for an immigration raid"  
[X Link](https://x.com/HotPanini1/status/1943449378292928527)  2025-07-10T23:16Z [---] followers, [--] engagements


"@Gravantus Look at all the funny Europeans scurry Can tell they're not Asian as WeChat isn't mentioned. Try doing literally anything in China without it"  
[X Link](https://x.com/HotPanini1/status/1943449970415481342)  2025-07-10T23:19Z [---] followers, [--] engagements


"@SenFettermanPA @75RangerVet We got along just fine with only the Border Patrol and other law enforcement"  
[X Link](https://x.com/HotPanini1/status/1943547230507397530)  2025-07-11T05:45Z [---] followers, [--] engagements


"@PeterMallouk Ins co's are the biggest beneficiaries The health systems that are hiking their prices are clearly out in front $HCA (hospitals) had $13.9B in EBITDA for [----] Kaiser Permanente ("not for profit") had op income of $569M That's after 15-20% raises given to staff post-covid"  
[X Link](https://x.com/HotPanini1/status/1947391559680594049)  2025-07-21T20:21Z [---] followers, [--] engagements


"@3Sentinel4 @mattyglesias @ATabarrok @sdamico @Noahpinion Utter BS. Only San Francisco s go to LA"  
[X Link](https://x.com/HotPanini1/status/1951706412897522006)  2025-08-02T18:07Z [---] followers, [--] engagements


"@powerbottomdad1 Fisker tried this back in the early 2010s and went under. Pretty cars but basically no service possible. Imagine the value - [--] when the battery gives out"  
[X Link](https://x.com/HotPanini1/status/1953206828382433501)  2025-08-06T21:29Z [---] followers, [--] engagements


"@orrdavid @Ksidiii Keeping in mind that this profile fits Trump to a T (except focused on real estate) do these people really have anything to fear while he's in office"  
[X Link](https://x.com/HotPanini1/status/1957278338730631414)  2025-08-18T03:08Z [---] followers, [--] engagements


"@EndWokeness @theFinnishSisu Sounds like Trump should send in the national guard in there amirite"  
[X Link](https://x.com/HotPanini1/status/1960133133891989736)  2025-08-26T00:12Z [---] followers, [--] engagements


"@dampedspring We're gonna end up owning Cracker Barrel aren't we"  
[X Link](https://x.com/HotPanini1/status/1960446213180023089)  2025-08-26T20:56Z [---] followers, [--] engagements


"@cremieuxrecueil Waiting for RFK Jr to bring these back because people did this in the 50's"  
[X Link](https://x.com/HotPanini1/status/1961580630778781888)  2025-08-30T00:04Z [---] followers, [--] engagements


"@ReaperCapital Never realized those aisle dividers would make such a good track to push a human on"  
[X Link](https://x.com/HotPanini1/status/1961624688360399338)  2025-08-30T02:59Z [---] followers, [--] engagements


"@nypost @JCOviedo6 If Spirit Airlines ever finally goes under I wonder if it'd be a net + or - for Vegas"  
[X Link](https://x.com/HotPanini1/status/1962641719260041536)  2025-09-01T22:20Z [---] followers, [--] engagements


"@smalls2672 Pretty sure the rest of us pay for it with never-ending FEMA checks and gov subsidized homeowners insurance"  
[X Link](https://x.com/HotPanini1/status/1963848694907699236)  2025-09-05T06:16Z [---] followers, [--] engagements


"@ReaperCapital They should paint her face on the sides of buildings everywhere and put a statue of her in the middle of St Louis. Or do they only do that for ugly people"  
[X Link](https://x.com/HotPanini1/status/1965179170016923857)  2025-09-08T22:23Z [---] followers, [--] engagements


"@ReaperCapital I'm still not convinced that many people outside of the right-leaning podcast/influencer ppl know who Kirk was"  
[X Link](https://x.com/HotPanini1/status/1966198606416982485)  2025-09-11T17:54Z [---] followers, [--] engagements


"@philoinvestor Way to turn investment research into flirting $LULU is still a yoga brand at its core so the issue isnt of its woke it's how calibrated it's wokeness is"  
[X Link](https://x.com/HotPanini1/status/1966279903604781297)  2025-09-11T23:17Z [---] followers, [---] engagements


"@beaglier_ If you recall this is actually how it was when people needed to do actual productive work to live and we didn't have a professional activist/influencer caste"  
[X Link](https://x.com/HotPanini1/status/1966300047261446229)  2025-09-12T00:37Z [---] followers, [--] engagements


"@JaredDHardin Issue [--] is somehow living [--] min away from a Chipotle"  
[X Link](https://x.com/HotPanini1/status/1968072347677757820)  2025-09-16T21:59Z [---] followers, [--] engagements


"@patrickc Digital monopolies Okok $AAPL is a duopoly (but in at least [--] markets)"  
[X Link](https://x.com/HotPanini1/status/1969797507988488489)  2025-09-21T16:14Z [---] followers, [--] engagements


"@StephenM Wow that pay plus the administration's willingness to cut federal employees on a whim sure makes these roles unappealing"  
[X Link](https://x.com/HotPanini1/status/1972908230570578072)  2025-09-30T06:15Z [---] followers, [--] engagements


"@Greenbackd The last time this happened in the late 1990s smalls and mids outperformed for a decade* * following the largest market crash in a decade"  
[X Link](https://x.com/HotPanini1/status/1974209421564621038)  2025-10-03T20:26Z [---] followers, [---] engagements


"@moseskagan I mean you can see how he might get things twisted given Salesforce's business model of charging ever-increasing amounts for progressively less support"  
[X Link](https://x.com/HotPanini1/status/1976849137846145474)  2025-10-11T03:15Z [---] followers, [---] engagements


"@Mayhem4Markets Yes yes ship out all of the Mexicans and lock the border because of "terrorism" but let the actual terror- linked Qatari's set up a training facility in the US and give them access to high tech weapons Amazing what gifting a plane can get in teturn"  
[X Link](https://x.com/HotPanini1/status/1976858477038535008)  2025-10-11T03:52Z [---] followers, [--] engagements


"@Mayhem4Markets Yes yes ship out all of the Mexicans and lock the border because of "terrorism" but let the actual terror- linked Qatari's set up a training facility in the US and give them access to high tech weapons Amazing what gifting a plane can get in return"  
[X Link](https://x.com/HotPanini1/status/1976864072567243093)  2025-10-11T04:14Z [---] followers, [--] engagements


"@TheLaurenChen Will be awesome when the air traffic controllers walk off to be Uber drivers and we can finally be in Trump's fantasy of living in 1890"  
[X Link](https://x.com/HotPanini1/status/1977784361580995044)  2025-10-13T17:11Z [---] followers, [--] engagements


"@FirstSquawk MAGA liked the results from Warp Speed so well I hope they enjoy the leaching ponds of toxic waste from rare earth mining"  
[X Link](https://x.com/HotPanini1/status/1977855191878639636)  2025-10-13T21:53Z [---] followers, [----] engagements


"@JeffMacke you're overthinking it - when the homeowner gets [--] mo behind the bank can just drop the plexiglass container over the house and shut off the water"  
[X Link](https://x.com/HotPanini1/status/1978575416236392548)  2025-10-15T21:35Z [---] followers, [--] engagements


"@tarahaelle @Bob_Wachter @nytimesphoto It's a real person reacting in a real way that people can relate to - Everyone tenses up when getting an injection some can't look etc. Not everything has to be used as propaganda"  
[X Link](https://x.com/HotPanini1/status/1343963699770490880)  2020-12-29T16:54Z [---] followers, [--] engagements


"Can't tell how much cachet they'll have coming out of this. Will keep an eye out for Meghan Markle-Sussex wearing their stuff again and my wifes credit card bill"  
[X Link](https://x.com/HotPanini1/status/1364778953672708099)  2021-02-25T03:27Z [---] followers, [--] engagements


"On the luxury side LV ( $MC.PA) had a [--] person line. Chanel and Hermes ( $RMS.PA) are appt only but appeared to have the max (10) customers total. No other traffic at luxury brands of note"  
[X Link](https://x.com/HotPanini1/status/1364778955618742272)  2021-02-25T03:27Z [---] followers, [--] engagements


"Lastly noted that while the styling at Ted Baker ( $TED.L ) and BR ( $GPS) to a lesser extent were on point both places were using noticeably worse materials than last year"  
[X Link](https://x.com/HotPanini1/status/1364778971854823429)  2021-02-25T03:27Z [---] followers, [--] engagements


"Worth noting theres no $LULU or Brandy Melville here which are big draws at other nearby malls. All in I'll be keeping a closer eye on $RMS.PA $ATZ.TO $TED.L and $AEOS but am not yet sold on retail for 1H21"  
[X Link](https://x.com/HotPanini1/status/1364778972555272193)  2021-02-25T03:27Z [---] followers, [--] engagements


"@Jkylebass Makes me feel a bit more confident in my $RMS.PA position - hard to judge around here as stuff is still very limited capacity or appt only"  
[X Link](https://x.com/HotPanini1/status/1391615201280020487)  2021-05-10T04:44Z [---] followers, [--] engagements


"Didnt expect my Hermes ( $HESAY / $RMS.PA) position to be supported by direct stimulus payments but I'll take it. Also don't know how Gucci made a comeback but $KER.PA is definitely in again. This was the line to shop at Gucci in the Houston Galleria mall yesterday. I spoke with several of the folks in line and they told me it wasnt a special occasion and that they were spending their stimulus money. 1/2 https://t.co/f5WBCymVWJ This was the line to shop at Gucci in the Houston Galleria mall yesterday. I spoke with several of the folks in line and they told me it wasnt a special occasion and"  
[X Link](https://x.com/HotPanini1/status/1391616204758949890)  2021-05-10T04:48Z [---] followers, [--] engagements


"@TweetLeni Still don't understand how Gucci got back in the game Does make me want to take a look at $KER.PA"  
[X Link](https://x.com/HotPanini1/status/1393315388419629062)  2021-05-14T21:20Z [---] followers, [--] engagements


"@theemilyaccount TF is up with Gucci this year I need to go take another look at $KER.PA"  
[X Link](https://x.com/HotPanini1/status/1397987834330501121)  2021-05-27T18:47Z [---] followers, [--] engagements


"@PeterSchiff @jennablan BTC people still saying this has to do with inflation when it's main use is still money laundering and regulatory avoidance If I was Chinese at this moment I'd pull out of BTC too"  
[X Link](https://x.com/HotPanini1/status/1979973878756806751)  2025-10-19T18:12Z [---] followers, [--] engagements


"@PillarTwoPost @jlounsbury59 @markmzzz1 He pretty clearly had a stroke during the time they were trying to drag out the Charlie Kirk thing"  
[X Link](https://x.com/HotPanini1/status/1980468865680437334)  2025-10-21T02:59Z [---] followers, [--] engagements


"@TikTokBaddies Fine I'll do it @grok who is this"  
[X Link](https://x.com/HotPanini1/status/1981256942720078239)  2025-10-23T07:10Z [---] followers, [---] engagements


"@ReaperCapital Was in Shanghai not too long ago and no f**ing way its #3. It's been kneecapped ever since COVID. London probably wins out vs Tokyo due the whole "speaking English" thing. Easy access to the rest of Europe prob doesn't hurt either"  
[X Link](https://x.com/HotPanini1/status/1981414573313053098)  2025-10-23T17:37Z [---] followers, [--] engagements


"@Guruleaks1 @binance @cz_binance No doubt those were only the best people saying that"  
[X Link](https://x.com/HotPanini1/status/1981617685793546501)  2025-10-24T07:04Z [---] followers, [--] engagements


"@JeffMacke They think they're Pokemon"  
[X Link](https://x.com/HotPanini1/status/1982268379886215337)  2025-10-26T02:09Z [---] followers, [--] engagements


"How long til a $NOK announcement of a $1B AI chip purchase JUST IN: Nvidia $NVDA to invest $1 billion in Nokia $NOK. https://t.co/Z27amqzm9D JUST IN: Nvidia $NVDA to invest $1 billion in Nokia $NOK. https://t.co/Z27amqzm9D"  
[X Link](https://x.com/HotPanini1/status/1983206794676641881)  2025-10-28T16:18Z [---] followers, [---] engagements


"@buccocapital @amendandpretend [--] month lockup Or he joined after IPO"  
[X Link](https://x.com/HotPanini1/status/1983786747009073402)  2025-10-30T06:43Z [---] followers, [---] engagements


"@Pharmdca Are they selling us a lot of fentanyl or does Trump still think tariffs apply to illegally smuggled goods"  
[X Link](https://x.com/HotPanini1/status/1983790918915518853)  2025-10-30T06:59Z [---] followers, [---] engagements


"@PythiaR Some people invest to make money others do it just to feel something"  
[X Link](https://x.com/HotPanini1/status/1983969650162729128)  2025-10-30T18:49Z [---] followers, [---] engagements


"@shawzsav Why is the guy casually conversing with grok in the comments section Isn't that what the anime chick from a couple months ago was supposed to be for"  
[X Link](https://x.com/HotPanini1/status/1983973790163034410)  2025-10-30T19:06Z [---] followers, [--] engagements


"@Ksidiii As I recall even if one spotted these caes there was a pervasive sense that the idiocy/grifting could continue indefinitely - remember $GME and co SPACs Lucid's rolling car Unlikely we'll see any meaningful gov oversight for at least [--] more yrs so what's to stop them"  
[X Link](https://x.com/HotPanini1/status/1985194229212356705)  2025-11-03T03:56Z [---] followers, [---] engagements


"@disclosetv Where the f are they that a rat's easiest source of food is catching bats in midair You just know there's a Wuhan lab guy off screen thats like "ok now we do the one with the pangolin""  
[X Link](https://x.com/HotPanini1/status/1985615180806701150)  2025-11-04T07:48Z [---] followers, [--] engagements


"@spectatorindex @Kalshi Why does every picture of this guy look evil Look at his eyes. Does no one else see this I'm not saying this makes him evil but its weird that they don't try to do anything about it"  
[X Link](https://x.com/HotPanini1/status/1985793096253354429)  2025-11-04T19:35Z [---] followers, [--] engagements


"@rev_cap In the prior [--] wasn't the biggest one where he famously shorted the British pound But that was while working for Soros so maybe that's been memory-holed"  
[X Link](https://x.com/HotPanini1/status/1985795375152972249)  2025-11-04T19:44Z [---] followers, [---] engagements


"@DiscussingFilm Brendan Fraser is great but last I saw him he didn't scream 'action-adventure star' anymore"  
[X Link](https://x.com/HotPanini1/status/1985840598654578910)  2025-11-04T22:44Z [---] followers, [--] engagements


"@TikTokBaddies Feel like this one made it to the uncanny valley and looks like AI"  
[X Link](https://x.com/HotPanini1/status/1985843801701957805)  2025-11-04T22:57Z [---] followers, [----] engagements


"$BHVN - so much for an FDA that was going to promote easier drug development pathways 🤷 If they won't approve based on the endpoints *THAT THEY PREVIOUSLY AGREED TO* they're just being arbitrary and capricious. Can't develop drugs in an environment like that"  
[X Link](https://x.com/HotPanini1/status/1986162004940496986)  2025-11-05T20:01Z [---] followers, [---] engagements


"@PageSix Oh good I thought this was the Ke$ha guy but it's just the Taylor Swift guy"  
[X Link](https://x.com/HotPanini1/status/1986650879139979565)  2025-11-07T04:24Z [---] followers, [--] engagements


"@MattWalshBlog Can't tell if this is parody or you just didn't read the tweet. they don't "have the cure for breast cancer" and the researcher and her staff is paid by that federal funding. Unless of course you think they should work for free like air traffic controllers"  
[X Link](https://x.com/HotPanini1/status/1987995509689331823)  2025-11-10T21:27Z [---] followers, [--] engagements


"@TornadoNate There's no way to insure around extraordinarily high medical costs being charged by health systems facilities and specialists. ACA subsidy shielded ppl similar to employers pitching in employee's coverage but recent price hikes + things like GLP-1s blew through that"  
[X Link](https://x.com/HotPanini1/status/1988055427616231554)  2025-11-11T01:25Z [---] followers, [---] engagements


"@MattWalshBlog Ben Affleck should sue for using his likeness"  
[X Link](https://x.com/HotPanini1/status/1988646326247244259)  2025-11-12T16:33Z [---] followers, [--] engagements


"@SecRubio @realJeremyCarl @POTUS A group with a vaguely related name in Hungary does not make this an international conspiracy Russian infiltration of Republican influencer networks though"  
[X Link](https://x.com/HotPanini1/status/1989050363853566237)  2025-11-13T19:18Z [---] followers, [--] engagements


"@_MAGA_NEWS_ Red states have a bug up their butt now because their property taxes jacked up when values rose Or you could cap it like CA but in past years they R's hated that because it weighted the budget to income and cap gains 🤷"  
[X Link](https://x.com/HotPanini1/status/1989227291508109621)  2025-11-14T07:01Z [---] followers, [--] engagements


"@bitcoin__intern @moseskagan LOL no. In LA you'll get $20-$25 F/T or maybe $30 P/T"  
[X Link](https://x.com/HotPanini1/status/1989468037754605712)  2025-11-14T22:58Z [---] followers, [--] engagements


"@dieworkwear Hermes Cape Cods happen to wear really well as a casual watch that can double with more formal. Not sure if the look generalizes to all small dress watches though. For the chunky one the guy's physique would have to sell it (a la James Bond) the watch isnt helping the guy tho"  
[X Link](https://x.com/HotPanini1/status/1989608329082257521)  2025-11-15T08:16Z [---] followers, [----] engagements


"@_smcf The only way Shanghai meets that comparison is in the frequency of milk tea shops Which is in fact mind boggling"  
[X Link](https://x.com/HotPanini1/status/1989968162373386699)  2025-11-16T08:05Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@HotPanini1 Avatar @HotPanini1 HotPanini

HotPanini posts on X about $hum, in the, insurance, money the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [-----] -3.70%
  • [--] Month [-----] +44%
  • [--] Months [------] +855%
  • [--] Year [------] +75%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] +227%
  • [--] Year [---] +46%

Followers: [-------] #

Followers Line Chart

  • [--] Week [---] +0.72%
  • [--] Month [---] +1.50%
  • [--] Months [---] +3.40%
  • [--] Year [---] +15%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance fashion brands technology brands celebrities countries cryptocurrencies us election luxury brands musicians

Social topic influence $hum, in the, insurance, money, $dis, maga, $lulu, $cvs, cvs, $elv

Top accounts mentioned or mentioned by @reapercapital @jeffmacke @buccocapital @pythiar @deitaone @alexpitti @rampcapitalllc @biohazard3737 @jesselivermore @jcoviedo6 @mattyglesias @moseskagan @nypost @unusualwhales @openbordersjon @tylerthewise @sweatystartup @retardedwhore @vladtheinflator @pharmdca

Top assets mentioned Humana Inc (HUM) DisChain (DIS) Lululemon Athletica Inc (LULU) CVS Health Corp (CVS) Elevance Health Inc (ELV) Molina Healthcare, Inc. (MOH) AT&T Inc. (T) Cigna Corp (CI) UnitedHealth Group (UNH) Best Buy Co Inc (BBY) Tenet Healthcare Corporation New (THC) GoPlus Security (GPS) Sonic (S) SUSHI (SUSHI) Universal Health Services, Inc. Class B (UHS) Nordstrom, Inc. (JWN) Illumina, Inc. (ILMN) Measurable Data Token (MDT) Moon Tropica (CAH) Alphabet Inc Class A (GOOGL) Davita Inc (DVA)

Top Social Posts

Top posts by engagements in the last [--] hours

"$HZAC / Vivid Seats finally gets a date. https://finance.yahoo.com/news/horizon-acquisition-corporation-vivid-seats-132900907.html https://finance.yahoo.com/news/horizon-acquisition-corporation-vivid-seats-132900907.html"
X Link 2021-09-24T15:55Z [---] followers, [--] engagements

"@Alex__Pitti Oh one other one-off thing - apparently they're paying $0.32/sh if ppl keep through redemption - collected a breakup fee that they're giving back to shareholders $HZAC https://x.com/Biohazard3737/status/1404549691178635268 https://x.com/Biohazard3737/status/1404549691178635268"
X Link 2021-10-13T15:54Z [---] followers, [--] engagements

"Think the US med system has been hardened enough to handle any BA.2 COVID surge. Afraid this will delay normalization of the clinical labor mkt tho $UHS is in the right lanes and I like the mgmt but this will elevate their labor costs and disrupt their BH care more than ests"
X Link 2022-03-21T14:03Z [---] followers, [--] engagements

"Black Friday shopping in a nutshell- $BBY 's holiday pricing strategy noted in the graphic. $LULU just relabelling their 'we made too much'. Would like to try $JWN but can't bring myself to go to their website to search through [----] items 🤷"
X Link 2022-11-24T20:38Z [---] followers, [--] engagements

"Don't have legal exp to opine on the $ILMN / EU / GRAIL situation but would've thought that the EU's jurisdiction over two US co's merging (one of which was originally spun out of the other) would be clear Did notice that EU only makes up 22% of $ILMN's revs"
X Link 2023-01-19T23:12Z [---] followers, [---] engagements

"$CVS is a company that could really benefit from laying out its vision instead it looks like they've been bullied into buying things MinuteClinics & Home Health make sense Retail footprint + Aetna + PBM + primary care - what's the strategy to make these assets spin together"
X Link 2023-03-09T17:24Z [---] followers, [----] engagements

"@RampCapitalLLC Step 1: Learn to say "Chipotle""
X Link 2023-03-23T22:36Z [---] followers, [--] engagements

"Ongoing trend to use ASCs has no signs of stopping. At some point there will be capacity constraints for lower acuity/$ procedures for Medicare/Medicaid pts. Til then more volume and more getting referred from hospitals. Payers are pushing this too $THC"
X Link 2023-05-23T19:49Z [---] followers, [----] engagements

"@juliasskr Telling that they don't recognize things like an electrical outlet or a friendly 'hello' hand wave"
X Link 2023-05-25T20:09Z [--] followers, [--] engagements

"@PythiaR @FoolAllTheTime @investingnick Didn't think diabetes was a primary driver for $MDT - last time I looked I'd focused on scale + growth virtuous cycle in neuro division embedding in surgical wards more broadly and leveraging size to be able to offer more for acq & in-licensing"
X Link 2023-06-01T16:48Z [---] followers, [--] engagements

"Just found out $BBY is getting rid of their best membership feature - free installations & haul away - next month Really thought this was something they should advertise more and build on. Who's going to pay for $179 for free 2-day shipping and 'special member discounts'"
X Link 2023-06-27T06:24Z [---] followers, [--] engagements

"@realcjmendes $CAH is a different group. IMO health ins payers are taking a S/T hit based on $HUM read thru of higher medical costs this quarter. Ongoing Medicaid redeterminations will prob hit $MOH and $ELV harder this yr (but priced in) L/T tho only worry I'd see is higher unemployment"
X Link 2023-07-12T21:13Z [---] followers, [---] engagements

"@chigrl @Xfinity Funny Google fiber hasn't been working here today and they keep pushing their repair time back - if their current target is right it'll be [--] hrs down Guess no getting some work in today after all 🤷"
X Link 2023-08-28T00:14Z [---] followers, [--] engagements

"@RichardHanania It sounds like a corollary would be that SF has a power vacuum in terms of organized crime Nature abhors a vacuum"
X Link 2023-09-24T23:02Z [---] followers, [---] engagements

"@Kevvy_Kaye @ESG_Biotech He's the founder of IMVT's parent company"
X Link 2023-09-29T18:09Z [--] followers, [--] engagements

"@bluff_capital $DVA 's going to come out of this a net winner aren't they"
X Link 2023-10-17T18:00Z [---] followers, [--] engagements

"@JeffMacke Never understood who would be buying $GPS. Feels like the last time they had a good future in front of them was the early 00's. Are people buying for the dividend"
X Link 2023-10-25T18:36Z [---] followers, [--] engagements

"@buccocapital FFS are they trying to kill it Or maybe they want to get $T to buy it"
X Link 2023-11-20T06:58Z [---] followers, [--] engagements

"@davidfaber @BioShoock Can't see how this would ever pass since the $CI / $ANTM and Aetna / $HUM deals both got quashed. Plus flies in the face of $HUM's Medicare focused strategy (which is why they've got that multiple) Possible gov would allow Cigna to sell their Medicare business to them though"
X Link 2023-11-29T18:32Z [---] followers, [---] engagements

"Looks like $CI is trying to collect another breakup fee"
X Link 2023-11-29T18:39Z [---] followers, [---] engagements

"$HUM trades down on the $CI merger rumor (longshot IMO) then trades down again when Cigna says they're not interested Does no one realize that Cigna is the lame one here"
X Link 2023-12-11T17:33Z [---] followers, [--] engagements

"@ReaperCapital I saw Ariana Grande was trying to horn in on Mariah Carey's golden goose. This can only end with a hair pulling street fight"
X Link 2023-12-15T23:36Z [---] followers, [--] engagements

"@ReaperCapital As a general rule teachers probably shouldn't shop at teen clothing stores Waiting for her to go through a Brandy Melville phase"
X Link 2023-12-19T20:13Z [---] followers, [---] engagements

"@hmeisler Annoying Still not as frustrating as crypto trash taking over the '$' lookups for tickers on here tho"
X Link 2023-12-19T20:16Z [---] followers, [--] engagements

"@MorningBrew I'd actually buy a couple of their surplus scooters for a few bucks"
X Link 2023-12-20T19:06Z [---] followers, [---] engagements

"@Morgan_03 Screens are overdone - car co's need better UX design to figure out what should have buttons and what goes in the screen I like how Audi does it - good button availability handwriting pad for entering text (instead of dial). On more mainline cars Mazda is pretty good"
X Link 2023-12-20T19:11Z [---] followers, [--] engagements

"@AlanWilsonWatts @nypost Sounds like good advice for the the governments of their home countries"
X Link 2023-12-30T01:29Z [---] followers, [---] engagements

"@unusual_whales Is this including the ones moving up from the south"
X Link 2024-01-04T16:11Z [---] followers, [--] engagements

"@CliffordAsness given Israel's "huge military capacity" if it were a genocide all of the Palestinians would already be dead And these people still can't bring themselves to ask Hamas to return hostages or for the citizenry to show some agency and throw off Hamas"
X Link 2024-01-11T23:41Z [---] followers, [---] engagements

"@ReaperCapital Erm you've created a large cap pharma/medtech index fund"
X Link 2024-01-12T17:29Z [---] followers, [--] engagements

"Looks like $HUM 's management was too busy making googly eyes at $CI and took their eye off the ball. Missing Medicare enrollment est when you're selling off everything else isn't a great Adjustments through the year making it seem like they don't have a handle on their business"
X Link 2024-01-18T16:43Z [---] followers, [---] engagements

"@dtmorgan18 Have seen several similar line item charges being used. Basically it keeps the prices off the menu so ppl are likely to order more then hopes they don't notice/care/remember at the end"
X Link 2024-01-25T20:48Z [---] followers, [--] engagements

"@McReynoldsJoe @olivertraldi Indeed for the man clearly never did anything else of relevance. In the other [--] cases he argued in front of the Supreme Court Or writings on the use of torture and the PPCA/ACA Or fleeing from Czechoslovakia in front of the Nazi invasion"
X Link 2024-01-29T23:54Z [---] followers, [--] engagements

"@Biohazard3737 Think the economics of autos tends towards shared platforms & easier to move up market than differentiate. Like how Audi and VW have gotten closer/further over the yrs. Also ppl still care about some performance characteristics Top lux brands trade on heritage and craftsmanship"
X Link 2024-02-03T22:59Z [---] followers, [--] engagements

"@anammostarac @Jesse_Livermore Where he's going he doesn't need real women"
X Link 2024-02-05T07:31Z [---] followers, [--] engagements

"@trengriffin Reddit costs $800m a year to run"
X Link 2024-02-06T07:09Z [---] followers, [--] engagements

"@OpenBordersJon @Tyler_The_Wise In the Chancellor's directs at Cal the single biggest unit is The Office for the Prevention of Harassment and Discrimination(14 ppl) +3 for whistleblower compliance"
X Link 2024-02-06T19:58Z [---] followers, [---] engagements

"@OpenBordersJon @Tyler_The_Wise they've got [--] ppl in communications separate from Gov & Community Relations which includes a Director for Tribal Relations"
X Link 2024-02-06T19:58Z [---] followers, [--] engagements

"@buccocapital Always amazed that his default slack-jawed befuddled look plays so well with audiences"
X Link 2024-02-08T01:16Z [---] followers, [--] engagements

"@RnaudBertrand Guess next time we should just look for a nearby reef to build an airstrip on instead"
X Link 2024-02-09T18:41Z [---] followers, [--] engagements

"How did I miss this on the telecast 😅 This is a PSA to NOT LIE ON YOUR RESUME. Yes even actors lie about skills and this is how this young lady roller skated off Ushers Super Bowl stage. Thankfully shes ok but good gracious girl. https://t.co/ff2IswuMcB This is a PSA to NOT LIE ON YOUR RESUME. Yes even actors lie about skills and this is how this young lady roller skated off Ushers Super Bowl stage. Thankfully shes ok but good gracious girl. https://t.co/ff2IswuMcB"
X Link 2024-02-13T17:24Z [---] followers, [--] engagements

"@Biohazard3737 Dunno about S/T but I've stayed clear as they're just like $CVS but [--] steps behind in care delivery and don't have the med insurance biz Basically a PBM and retail component. Neither of those are particularly attractive"
X Link 2024-02-22T23:31Z [---] followers, [--] engagements

"@nikitabier They never should have had the valuation they had in [----]. There was never path for them to become profitable given their market space/niche"
X Link 2024-03-05T07:42Z [---] followers, [--] engagements

"@0xAlaric I really thought this kind of thing only happened in Civilization"
X Link 2024-03-11T02:48Z [---] followers, [---] engagements

"Best way this Kate Middleton drama could unfold is if she's secretly been cast and is on location taping a reboot of Suits"
X Link 2024-03-14T19:41Z [---] followers, [---] engagements

"@ReaperCapital I know y'all have to use sled dogs and fight off polar bears for [--] mo out of the year up there but still probably worth the commute to Minnetonka to get 2-3x salary at UnitedHealth"
X Link 2024-04-19T02:26Z [---] followers, [--] engagements

"@ReaperCapital Trump needs some insurance money"
X Link 2024-04-19T02:43Z [---] followers, [--] engagements

"I'd read the tea leaves correctly but assumed $HUM and $CVS would be able to manage their business (and guidance) 🤦 Standalone primary care remains a bad business. CMS final rule changes will increase inpatient costs. This all should have been mitigated given 6mo+ lead times"
X Link 2024-05-01T16:08Z [---] followers, [---] engagements

"@KatieSponsler Katiestown seems like a place that wouldn't adequately fund their defense either so think it may be time to submit to your new 9yo overlord"
X Link 2024-05-01T23:15Z [---] followers, [--] engagements

"@AbeGreenwald Newest (last) entry in Hamas training manual"
X Link 2024-05-05T03:22Z [---] followers, [--] engagements

"@BrandonVanZee I can't reliably get a drink in-store in under [--] minutes because they've never realized an actual customer waiting is more important than a mobile order for [--] min from now And he's talking about showing value while they just boosted prices [----] on drinks and $1/ food item"
X Link 2024-05-06T16:39Z [---] followers, [--] engagements

"$SBUX 'innovated' a new iced coffee blend that came out this week and now it costs $1 more. Think current mgmt may be fundamentally misunderstanding their problem"
X Link 2024-05-08T15:13Z [---] followers, [--] engagements

"$CVS out paying top dollar for a car when they can't afford the gas. Seems like 'growth investments' needed one year out should have made it into the excel model when they were bidding CVS has been seeking a private equity partner to fund growth at Oak Street Health the $10.6 billion primary care provider it bought a year ago https://t.co/L1BNHRuiqg CVS has been seeking a private equity partner to fund growth at Oak Street Health the $10.6 billion primary care provider it bought a year ago https://t.co/L1BNHRuiqg"
X Link 2024-05-23T19:14Z [---] followers, [---] engagements

"@devahaz @boltyboy The analogy here is bad because the mortgage interest tax deduction would be equivalent to an a reduction on the interest of the student loan (or tax write-off). They can already be written off taxes and the rate is gov subsidized so they already receive equiv treatment"
X Link 2024-05-27T05:06Z [---] followers, [---] engagements

"@ReaperCapital At least the people coming in our south don't lecture / berate us while being sustained solely on the combination of extractive industries and Lululemon"
X Link 2024-05-31T06:33Z [---] followers, [--] engagements

"@naval At some point China will look around and say 'wtf I need some new friends'"
X Link 2024-06-22T22:06Z [---] followers, [--] engagements

"@phl43 The guy must've been pretty high up in Hamas for that to provide any protection"
X Link 2024-06-23T00:07Z [---] followers, [---] engagements

"@Liddokun @Jay83214566 This feels like a Trump subtweet"
X Link 2024-07-16T04:06Z [---] followers, [--] engagements

"@JeffMacke Feel like this is a situation where she's been secretly training for the past [--] mo"
X Link 2024-07-19T15:36Z [---] followers, [--] engagements

"Just thinking about what would've happened if Biden had dropped Kamala from the ticket and picked Barack Obama as his VP nominee"
X Link 2024-07-22T06:02Z [---] followers, [--] engagements

"For a brief couple of days last week all of my biopharma positions were green It was glorious"
X Link 2024-08-02T15:26Z [---] followers, [--] engagements

"$T is becoming a top performer recovering to levels established in the dot com bust What a topsy turvy world we live in"
X Link 2024-08-02T15:31Z [---] followers, [--] engagements

"@BichonRedux only hurts badly if one also loses employment. If you can maintain cash flow through the recession you come out better than before"
X Link 2024-08-02T18:26Z [---] followers, [---] engagements

"@WatcherGuru Time to mint a $1T crypto coin Maybe combining [--] bad ideas makes a good one"
X Link 2024-08-02T18:31Z [---] followers, [--] engagements

"Just got the email that our $NFLX plan is going away so we either take ads or pay $4/mo (25%) more Plus a 2nd round of $DIS price hikes in [----] makes me think streaming might be harvesting too much too soon. Its basically asking ppl to carry 3-4 $200 movie subscriptions per yr"
X Link 2024-08-06T17:28Z [---] followers, [--] engagements

"@OHWallStreet @SamRo This does partially explain their credit underwriting and money laundering issues"
X Link 2024-08-08T16:09Z [---] followers, [---] engagements

"@tparon Wonder how much CO2 savings that reversed"
X Link 2024-08-20T16:34Z [---] followers, [---] engagements

"@RepJackKimble Maybe he doesn't know what 'expertise' means"
X Link 2024-08-21T16:53Z [---] followers, [--] engagements

"@RampCapitalLLC @ReaperCapital The Polish are behind everything"
X Link 2024-08-21T16:54Z [---] followers, [--] engagements

"@VodkaMuse I've seen the pilates version of that first one and it literally involved hip thrust & rotations. Obvious what it is practicing for"
X Link 2024-08-26T00:22Z [---] followers, [---] engagements

"@sweatystartup I don't know why everyone is skipping over that fact that he lowered his head to get helmet to helmet contact If they're coaching like that next time the little guy should step to the side and take him down by the face mask"
X Link 2024-08-28T19:44Z [---] followers, [--] engagements

"@retarded_whore Joke's on her - after paying for the abortion she won't have enough $'s for sushi"
X Link 2024-08-29T20:52Z [---] followers, [--] engagements

"@retarded_whore I was just assuming she had less than $200 to her name She might be stuck just eating the sushi while pregnant"
X Link 2024-08-29T20:59Z [---] followers, [--] engagements

"@jimiuorio @dylanmatt @ernietedeschi but why reduce the tax when you can make another tax to stop people from deferring payment of the first tax Also telling that his core example doesn't involve any capital appreciation and treats investing entirely as a tax dodge"
X Link 2024-08-30T16:35Z [---] followers, [---] engagements

"@ONAN_OUS Can we have them instead of Puerto Rico"
X Link 2024-09-09T19:09Z [---] followers, [--] engagements

"And apparently the stupid f***s at $DIS pulled viewing rights which wasnt known until my kids went to watch the recorded MNF game Screw this I'm pirating everything Yeah this arrangement is a complete PoS. I'm not signing up for another subscription to watch one game on a Th night. Requires Internet searches just to know which service has a game too. Yeah this arrangement is a complete PoS. I'm not signing up for another subscription to watch one game on a Th night. Requires Internet searches just to know which service has a game too"
X Link 2024-09-10T02:29Z [---] followers, [---] engagements

"@PicturesFoIder As soon as she's in that baby is coming out in one big contraction"
X Link 2024-09-14T01:06Z [---] followers, [--] engagements

"@PythiaR Things like this are why Americans think the celsius scale is a joke"
X Link 2024-09-21T22:26Z [---] followers, [--] engagements

"SESAC pulled the rights to 15k musicians from YouTube due to a licensing dispute (incl Rush Green Day Ariana Grande Bob Dylan to name a few) so these are no longer available to view in the US How TF did people start thinking not owning their digital media was a good idea"
X Link 2024-09-29T04:46Z [---] followers, [---] engagements

"Concerned that $HUM is what happens when there's a leak on how their Medicare Stars scores turned out"
X Link 2024-10-01T19:53Z [---] followers, [----] engagements

"@EnriqueDiazAlva @knrd_z Only a philosophy PhD will allow one to untangle this knot"
X Link 2024-10-03T03:14Z [---] followers, [--] engagements

"@RussInCheshire This isn't corporate tax though is it Looked more like a specific targeting of a capital gains tax for when owners sell their firm"
X Link 2024-10-21T21:52Z [---] followers, [----] engagements

"@VladTheInflator Who exactly doesn't have health insurance available to them these days between Medicare Medicaid exchanges and employer-provided If someone's insured on anything other than a PPO the cost for a delivery + hospital stay should be somewhere around $0-$2000"
X Link 2024-10-23T17:47Z [---] followers, [--] engagements

"@3YearLetterman @77cyko It's like Canada dripped down plus Boeing Microsoft and Amazon"
X Link 2024-10-24T02:16Z [---] followers, [--] engagements

"@vato_bk @JCOviedo6 Good to see the FTC weighing in on the really concentrated industries that are integral to our economy"
X Link 2024-10-25T17:04Z [---] followers, [---] engagements

"@Jesse_Livermore @magicsilicon Option [--] all day long. If they actually realize that elections are demographically unwinnable it would be a net + If they conclude it was rigged it gives non-MAGAs an opportunity to take back the party In either case Trump would diminish"
X Link 2024-10-27T05:47Z [---] followers, [---] engagements

"@JeffMacke This feels like a downgrade from their .um normal aesthetics"
X Link 2024-10-29T18:04Z [---] followers, [--] engagements

"$THC - periodic reminder that when payers report higher medical costs someone on the provider side is coming out a winner Handling progressively higher acuity patients for high $ procedures but still undercutting hospitals (so payers favor) isn't a bad place to be"
X Link 2024-10-29T22:48Z [---] followers, [--] engagements

"@RampCapitalLLC We should create a huge canal from the great lakes region that will carry al of the midwest's industrial waste South and release it into the ocean from the very tip of Florida This would finally fulfill Florida's destiny"
X Link 2024-10-29T22:52Z [---] followers, [--] engagements

"@ReaperCapital They are on benefits / disability are working for cash or raising kids in an impoverished lifestyle Medicaid means testing alone means they'd likely be incentivized to keep household income below a certain mark (varies by state)"
X Link 2024-11-02T06:40Z [---] followers, [--] engagements

"@whiteforesight @eyeslasho Those are probably just the blown up Hamas tunnels"
X Link 2024-11-03T15:55Z [---] followers, [--] engagements

"Its amazing to me that Trump has been rehabilitated to the point that people believe he was anything other than a laughingstock while President Remember this Literally the most hilarious political event that I've ever seen in my life"
X Link 2024-11-05T20:42Z [---] followers, [--] engagements

"@TheRabbitHole84 @Pharmdca Was waiting for the weird conspiracy theories about the sudden big swings in IA and PA to hit the TL but apparently Dems aren't inclined"
X Link 2024-11-06T03:25Z [---] followers, [--] engagements

"@INVESTMENTSHULK when does Polymarket put odds on Iran Russia or China doing this first"
X Link 2024-11-06T18:46Z [---] followers, [--] engagements

"Time to poke around and figure out if this over or undervalues $LULU at 7x that number Activewear maker Vuori will allow some early investors and employees to sell shares in a tender offer that values the company at about $5.5 billion https://t.co/ngsbn8z2Xp Activewear maker Vuori will allow some early investors and employees to sell shares in a tender offer that values the company at about $5.5 billion https://t.co/ngsbn8z2Xp"
X Link 2024-11-07T21:51Z [---] followers, [---] engagements

"Wonder when/if ppl will start talking about the yield curve un-inverting. We're getting close"
X Link 2024-11-14T00:43Z [---] followers, [--] engagements

"$DIS So this is what happens when you collect subscription fees but don't spend any $'s on content. $DIS (+9.2% pre) Disney Stock Rises as Streaming Profit Experiences Revenue Grow https://t.co/SNC1MYoolw $DIS (+9.2% pre) Disney Stock Rises as Streaming Profit Experiences Revenue Grow https://t.co/SNC1MYoolw"
X Link 2024-11-14T16:21Z [---] followers, [--] engagements

"@ComfortablySmug @AOC Most of the online discourse around her these days would still correctly use "They / Them""
X Link 2024-11-14T20:51Z [---] followers, [--] engagements

"@realDonaldTrump Eventually Trump will realize this will impact his McDonalds and RFK will be out"
X Link 2024-11-14T21:37Z [---] followers, [--] engagements

"$DIS managed to weather a huge multi-year hit to revenue from ESPN first with Marvel movies and then by hand-waving about streaming + park price hikes Have they stabilized the business at $4B per quarter If so it seems like they maybe stuck the landing $DIS Disney Q4 FY24 (ending in Sept): Revenue +6% Y/Y to $22.6B ($80M beat). Non-GAAP EPS $1.14 ($0.03 beat). Segment operating margin: 🍿 Entertainment: 10% (+7pp Y/Y). 🏈 Sports: 24% (-1pp Y/Y). 🏰 Experience: 20% (-2pp Y/Y). FY25 EPS growth high single digit. https://t.co/hBi5LU2Jx1 $DIS Disney Q4 FY24 (ending in Sept): Revenue +6% Y/Y to"
X Link 2024-11-14T22:27Z [---] followers, [--] engagements

"Well that didn't take long $nflx is down"
X Link 2024-11-16T01:37Z [---] followers, [---] engagements

"@BrianRoemmele Is it weird that he looks like a cross between Trump and RFK"
X Link 2024-11-18T08:10Z [---] followers, [---] engagements

"@Sarah_Katilyn @StealthQE4 Much like with the yield curve there is more than one way for those two lines to converge"
X Link 2024-11-21T20:29Z [---] followers, [--] engagements

"🤯 freezer-to-oven turkey thanks to Big Data usage at Butterball The American Eater Wins Again https://t.co/LTYVPidjKn freezer-to-oven turkey thanks to Big Data usage at Butterball The American Eater Wins Again https://t.co/LTYVPidjKn"
X Link 2024-11-26T13:50Z [---] followers, [--] engagements

"@buccocapital Ffs even the little AI generated blurbs they're putting on top of the search results are usually obviously incorrect in the first few lines"
X Link 2024-11-26T21:12Z [---] followers, [---] engagements

"@HDTVCamera @SpyTalker You do realize that client list was available for release since Epstein was arrested & died which was during Trump's first term right"
X Link 2024-12-03T08:40Z [---] followers, [--] engagements

"@KlendathuCap "Our innovative strategy is to release content only once everyone's forgotten the earlier material and moved on" - every streaming co board room probably"
X Link 2024-12-03T20:52Z [---] followers, [--] engagements

"@ijbailey @MarkP21 @mattyglesias @alexanderburns @jmart @katieglueck You asked for evidence that she was unpopular in [----] her performance immediately before her selection demonstrated that. Now you're arguing against reality - she lost the point that she wasn't popular enough to win a natl election is now a proven fact"
X Link 2024-12-04T04:03Z [---] followers, [--] engagements

"@Citrini7 Those #'s are BS industry UM denial rates are nowhere near that level Likely this includes anything that requires a pre-auth and any items where the insurance co asks the physician for more info"
X Link 2024-12-04T23:57Z [---] followers, [---] engagements

"Yield curve uninverts and there's no celebration Question is whether this is as bad as it gets or if the recession it was predicting is still to come"
X Link 2024-12-13T21:23Z [---] followers, [--] engagements

"@AdamSinger This tweet would single-handedly give this series a second life if anyone could find the right streaming service for it"
X Link 2024-12-16T20:24Z [---] followers, [--] engagements

"@JamesGunn @Superman The Top Gun-esque theme music was a good touch"
X Link 2024-12-19T17:33Z [---] followers, [--] engagements

"@Devon_Eriksen_ Well said good premise. I had not thought of it this way before but it articulated something I couldn't quite get to"
X Link 2024-12-31T16:15Z [---] followers, [--] engagements

"@AlexNoonan6 That reminds me I wonder if Aerosmith is going to go on tour again"
X Link 2025-01-22T23:05Z [---] followers, [---] engagements

"@DeItaone I wonder if he thinks he can refinance the country with a good rate from Deutsche Bank"
X Link 2025-01-23T22:52Z [---] followers, [--] engagements

"@MailOnline She defintely knows how to get access in this White House"
X Link 2025-01-30T22:01Z [---] followers, [--] engagements

"Didn't think $T had a 70% run in them but company is clearly in reduced capex/profit harvesting mode. Track record of mgmt is poor but maybe they'll be better at handling gushers of cash when there's not business case for expensive content acquisitions"
X Link 2025-02-10T21:24Z [---] followers, [--] engagements

"I knew about $IRM (the company) I don't think I knew it was a literal mountain Federal employee retirements are processed using paper by hand in an old limestone mine in Pennsylvania. 700+ mine workers operate [---] feet underground to process [-----] applications per month which are stored in manila envelopes and cardboard boxes. The retirement process https://t.co/dXCTgpAWLs Federal employee retirements are processed using paper by hand in an old limestone mine in Pennsylvania. 700+ mine workers operate [---] feet underground to process [-----] applications per month which are stored in manila"
X Link 2025-02-12T22:53Z [---] followers, [--] engagements

"@bennpeifert 😅 who would give this up for Waymo"
X Link 2025-03-07T17:05Z [---] followers, [--] engagements

"@ArmandDoma This is going to end up being a dance-off isn't it"
X Link 2025-04-04T08:47Z [---] followers, [--] engagements

"@EastEndJoe @JerryCap Someone needs to send him on a fact finding trip to Heard Island to gladhand the locals and get their buy in"
X Link 2025-04-05T01:42Z [---] followers, [--] engagements

"@InezFeltscher TBF prior to Obamacare if you got any significant disease your insurer could drop you / boost rates to usurious levels and all of the others could refuse to insure you"
X Link 2025-04-14T05:14Z [---] followers, [--] engagements

"@HanchungLee @paulg If you don't know the tariff level much less second/third order effects you can't estimate a reasonable WACC or IRR. Until they can larger businesses will just defer everything"
X Link 2025-04-14T05:22Z [---] followers, [--] engagements

"@mattyglesias I do think its strange that people are so against a national ID card but we're expected to show government-issued driver's licenses and use social security numbers routinely I don't think they should be asked for as you're implying though"
X Link 2025-04-23T22:42Z [---] followers, [--] engagements

"@Jbn3ex What is one supposed to do with the sugar Just eat it straight Maybe mix it with the butter"
X Link 2025-05-14T06:37Z [---] followers, [--] engagements

"@buccocapital Still can't believe that it's legal they do this with Rx products just because they've got a table of licensed pharmacists cooking somewhere a la Walter White"
X Link 2025-05-18T07:25Z [---] followers, [---] engagements

"@DrEricDing Honestly probably should've started with state schools which have a mandate to educate people from that state but instead fill seats with international students (because they can charge more)"
X Link 2025-05-22T23:18Z [---] followers, [---] engagements

"@ReaperCapital Should name the AI 'Taylor' and watch half of America instantly upgrade. Especially if it could sing a little"
X Link 2025-05-29T17:26Z [---] followers, [--] engagements

"@Biohazard3737 It's the only place I can find food until one of these co's catches a buyout"
X Link 2025-05-29T19:53Z [---] followers, [---] engagements

"@DataRepublican @TonyNashNerd How long do you think it takes to build a semiconductor manufacturing plant Whatever it is TSMC Wolfspeed and plenty of others would beg to differ"
X Link 2025-05-31T05:40Z [---] followers, [---] engagements

"@PythiaR @Jesse_Livermore So we have to rely on both the theocratic Supreme Leader and Trump to not be stupid"
X Link 2025-06-22T03:36Z [---] followers, [--] engagements

"@charliekirk11 "conservatives should just throw up their hands and leave New York to its fate." This is the backstory to a Batman movie"
X Link 2025-06-25T19:40Z [---] followers, [--] engagements

"@Osint613 I'm sure with those three people in a room together they were just playing Mario Kart or something"
X Link 2025-06-26T21:45Z [---] followers, [---] engagements

"@dogeai_gov @DeItaone I guess I shouldn't expect an AI to remember COVID related supply shocks which actually drove inflation"
X Link 2025-06-30T17:32Z [---] followers, [--] engagements

"@apsoccer76 @kingkang80 The free money part is only for kids who've been born in the last [--] months or still to be born"
X Link 2025-07-07T01:38Z [---] followers, [--] engagements

"@jakeallen3 Utter nonsense that a company primarily focused on Medicaid can pull 15% CAGR for any length of time People point to Commercial insurance because the pricing is high and Medicare because the data is available but Medicaid is where the money flows make the least sense"
X Link 2025-07-08T21:35Z [---] followers, [---] engagements

"@ArmsGarrett @jakeallen3 Medicaid is routinely advertised as a low (5%) margin business by payers and a low to negative margin business by providers even as they turn 15% CAGR and buy real estate / build facilities respectively"
X Link 2025-07-09T18:35Z [---] followers, [--] engagements

"@Breaking911 No one wondering why there are military vehicles for an immigration raid"
X Link 2025-07-10T23:16Z [---] followers, [--] engagements

"@Gravantus Look at all the funny Europeans scurry Can tell they're not Asian as WeChat isn't mentioned. Try doing literally anything in China without it"
X Link 2025-07-10T23:19Z [---] followers, [--] engagements

"@SenFettermanPA @75RangerVet We got along just fine with only the Border Patrol and other law enforcement"
X Link 2025-07-11T05:45Z [---] followers, [--] engagements

"@PeterMallouk Ins co's are the biggest beneficiaries The health systems that are hiking their prices are clearly out in front $HCA (hospitals) had $13.9B in EBITDA for [----] Kaiser Permanente ("not for profit") had op income of $569M That's after 15-20% raises given to staff post-covid"
X Link 2025-07-21T20:21Z [---] followers, [--] engagements

"@3Sentinel4 @mattyglesias @ATabarrok @sdamico @Noahpinion Utter BS. Only San Francisco s go to LA"
X Link 2025-08-02T18:07Z [---] followers, [--] engagements

"@powerbottomdad1 Fisker tried this back in the early 2010s and went under. Pretty cars but basically no service possible. Imagine the value - [--] when the battery gives out"
X Link 2025-08-06T21:29Z [---] followers, [--] engagements

"@orrdavid @Ksidiii Keeping in mind that this profile fits Trump to a T (except focused on real estate) do these people really have anything to fear while he's in office"
X Link 2025-08-18T03:08Z [---] followers, [--] engagements

"@EndWokeness @theFinnishSisu Sounds like Trump should send in the national guard in there amirite"
X Link 2025-08-26T00:12Z [---] followers, [--] engagements

"@dampedspring We're gonna end up owning Cracker Barrel aren't we"
X Link 2025-08-26T20:56Z [---] followers, [--] engagements

"@cremieuxrecueil Waiting for RFK Jr to bring these back because people did this in the 50's"
X Link 2025-08-30T00:04Z [---] followers, [--] engagements

"@ReaperCapital Never realized those aisle dividers would make such a good track to push a human on"
X Link 2025-08-30T02:59Z [---] followers, [--] engagements

"@nypost @JCOviedo6 If Spirit Airlines ever finally goes under I wonder if it'd be a net + or - for Vegas"
X Link 2025-09-01T22:20Z [---] followers, [--] engagements

"@smalls2672 Pretty sure the rest of us pay for it with never-ending FEMA checks and gov subsidized homeowners insurance"
X Link 2025-09-05T06:16Z [---] followers, [--] engagements

"@ReaperCapital They should paint her face on the sides of buildings everywhere and put a statue of her in the middle of St Louis. Or do they only do that for ugly people"
X Link 2025-09-08T22:23Z [---] followers, [--] engagements

"@ReaperCapital I'm still not convinced that many people outside of the right-leaning podcast/influencer ppl know who Kirk was"
X Link 2025-09-11T17:54Z [---] followers, [--] engagements

"@philoinvestor Way to turn investment research into flirting $LULU is still a yoga brand at its core so the issue isnt of its woke it's how calibrated it's wokeness is"
X Link 2025-09-11T23:17Z [---] followers, [---] engagements

"@beaglier_ If you recall this is actually how it was when people needed to do actual productive work to live and we didn't have a professional activist/influencer caste"
X Link 2025-09-12T00:37Z [---] followers, [--] engagements

"@JaredDHardin Issue [--] is somehow living [--] min away from a Chipotle"
X Link 2025-09-16T21:59Z [---] followers, [--] engagements

"@patrickc Digital monopolies Okok $AAPL is a duopoly (but in at least [--] markets)"
X Link 2025-09-21T16:14Z [---] followers, [--] engagements

"@StephenM Wow that pay plus the administration's willingness to cut federal employees on a whim sure makes these roles unappealing"
X Link 2025-09-30T06:15Z [---] followers, [--] engagements

"@Greenbackd The last time this happened in the late 1990s smalls and mids outperformed for a decade* * following the largest market crash in a decade"
X Link 2025-10-03T20:26Z [---] followers, [---] engagements

"@moseskagan I mean you can see how he might get things twisted given Salesforce's business model of charging ever-increasing amounts for progressively less support"
X Link 2025-10-11T03:15Z [---] followers, [---] engagements

"@Mayhem4Markets Yes yes ship out all of the Mexicans and lock the border because of "terrorism" but let the actual terror- linked Qatari's set up a training facility in the US and give them access to high tech weapons Amazing what gifting a plane can get in teturn"
X Link 2025-10-11T03:52Z [---] followers, [--] engagements

"@Mayhem4Markets Yes yes ship out all of the Mexicans and lock the border because of "terrorism" but let the actual terror- linked Qatari's set up a training facility in the US and give them access to high tech weapons Amazing what gifting a plane can get in return"
X Link 2025-10-11T04:14Z [---] followers, [--] engagements

"@TheLaurenChen Will be awesome when the air traffic controllers walk off to be Uber drivers and we can finally be in Trump's fantasy of living in 1890"
X Link 2025-10-13T17:11Z [---] followers, [--] engagements

"@FirstSquawk MAGA liked the results from Warp Speed so well I hope they enjoy the leaching ponds of toxic waste from rare earth mining"
X Link 2025-10-13T21:53Z [---] followers, [----] engagements

"@JeffMacke you're overthinking it - when the homeowner gets [--] mo behind the bank can just drop the plexiglass container over the house and shut off the water"
X Link 2025-10-15T21:35Z [---] followers, [--] engagements

"@tarahaelle @Bob_Wachter @nytimesphoto It's a real person reacting in a real way that people can relate to - Everyone tenses up when getting an injection some can't look etc. Not everything has to be used as propaganda"
X Link 2020-12-29T16:54Z [---] followers, [--] engagements

"Can't tell how much cachet they'll have coming out of this. Will keep an eye out for Meghan Markle-Sussex wearing their stuff again and my wifes credit card bill"
X Link 2021-02-25T03:27Z [---] followers, [--] engagements

"On the luxury side LV ( $MC.PA) had a [--] person line. Chanel and Hermes ( $RMS.PA) are appt only but appeared to have the max (10) customers total. No other traffic at luxury brands of note"
X Link 2021-02-25T03:27Z [---] followers, [--] engagements

"Lastly noted that while the styling at Ted Baker ( $TED.L ) and BR ( $GPS) to a lesser extent were on point both places were using noticeably worse materials than last year"
X Link 2021-02-25T03:27Z [---] followers, [--] engagements

"Worth noting theres no $LULU or Brandy Melville here which are big draws at other nearby malls. All in I'll be keeping a closer eye on $RMS.PA $ATZ.TO $TED.L and $AEOS but am not yet sold on retail for 1H21"
X Link 2021-02-25T03:27Z [---] followers, [--] engagements

"@Jkylebass Makes me feel a bit more confident in my $RMS.PA position - hard to judge around here as stuff is still very limited capacity or appt only"
X Link 2021-05-10T04:44Z [---] followers, [--] engagements

"Didnt expect my Hermes ( $HESAY / $RMS.PA) position to be supported by direct stimulus payments but I'll take it. Also don't know how Gucci made a comeback but $KER.PA is definitely in again. This was the line to shop at Gucci in the Houston Galleria mall yesterday. I spoke with several of the folks in line and they told me it wasnt a special occasion and that they were spending their stimulus money. 1/2 https://t.co/f5WBCymVWJ This was the line to shop at Gucci in the Houston Galleria mall yesterday. I spoke with several of the folks in line and they told me it wasnt a special occasion and"
X Link 2021-05-10T04:48Z [---] followers, [--] engagements

"@TweetLeni Still don't understand how Gucci got back in the game Does make me want to take a look at $KER.PA"
X Link 2021-05-14T21:20Z [---] followers, [--] engagements

"@theemilyaccount TF is up with Gucci this year I need to go take another look at $KER.PA"
X Link 2021-05-27T18:47Z [---] followers, [--] engagements

"@PeterSchiff @jennablan BTC people still saying this has to do with inflation when it's main use is still money laundering and regulatory avoidance If I was Chinese at this moment I'd pull out of BTC too"
X Link 2025-10-19T18:12Z [---] followers, [--] engagements

"@PillarTwoPost @jlounsbury59 @markmzzz1 He pretty clearly had a stroke during the time they were trying to drag out the Charlie Kirk thing"
X Link 2025-10-21T02:59Z [---] followers, [--] engagements

"@TikTokBaddies Fine I'll do it @grok who is this"
X Link 2025-10-23T07:10Z [---] followers, [---] engagements

"@ReaperCapital Was in Shanghai not too long ago and no f**ing way its #3. It's been kneecapped ever since COVID. London probably wins out vs Tokyo due the whole "speaking English" thing. Easy access to the rest of Europe prob doesn't hurt either"
X Link 2025-10-23T17:37Z [---] followers, [--] engagements

"@Guruleaks1 @binance @cz_binance No doubt those were only the best people saying that"
X Link 2025-10-24T07:04Z [---] followers, [--] engagements

"@JeffMacke They think they're Pokemon"
X Link 2025-10-26T02:09Z [---] followers, [--] engagements

"How long til a $NOK announcement of a $1B AI chip purchase JUST IN: Nvidia $NVDA to invest $1 billion in Nokia $NOK. https://t.co/Z27amqzm9D JUST IN: Nvidia $NVDA to invest $1 billion in Nokia $NOK. https://t.co/Z27amqzm9D"
X Link 2025-10-28T16:18Z [---] followers, [---] engagements

"@buccocapital @amendandpretend [--] month lockup Or he joined after IPO"
X Link 2025-10-30T06:43Z [---] followers, [---] engagements

"@Pharmdca Are they selling us a lot of fentanyl or does Trump still think tariffs apply to illegally smuggled goods"
X Link 2025-10-30T06:59Z [---] followers, [---] engagements

"@PythiaR Some people invest to make money others do it just to feel something"
X Link 2025-10-30T18:49Z [---] followers, [---] engagements

"@shawzsav Why is the guy casually conversing with grok in the comments section Isn't that what the anime chick from a couple months ago was supposed to be for"
X Link 2025-10-30T19:06Z [---] followers, [--] engagements

"@Ksidiii As I recall even if one spotted these caes there was a pervasive sense that the idiocy/grifting could continue indefinitely - remember $GME and co SPACs Lucid's rolling car Unlikely we'll see any meaningful gov oversight for at least [--] more yrs so what's to stop them"
X Link 2025-11-03T03:56Z [---] followers, [---] engagements

"@disclosetv Where the f are they that a rat's easiest source of food is catching bats in midair You just know there's a Wuhan lab guy off screen thats like "ok now we do the one with the pangolin""
X Link 2025-11-04T07:48Z [---] followers, [--] engagements

"@spectatorindex @Kalshi Why does every picture of this guy look evil Look at his eyes. Does no one else see this I'm not saying this makes him evil but its weird that they don't try to do anything about it"
X Link 2025-11-04T19:35Z [---] followers, [--] engagements

"@rev_cap In the prior [--] wasn't the biggest one where he famously shorted the British pound But that was while working for Soros so maybe that's been memory-holed"
X Link 2025-11-04T19:44Z [---] followers, [---] engagements

"@DiscussingFilm Brendan Fraser is great but last I saw him he didn't scream 'action-adventure star' anymore"
X Link 2025-11-04T22:44Z [---] followers, [--] engagements

"@TikTokBaddies Feel like this one made it to the uncanny valley and looks like AI"
X Link 2025-11-04T22:57Z [---] followers, [----] engagements

"$BHVN - so much for an FDA that was going to promote easier drug development pathways 🤷 If they won't approve based on the endpoints THAT THEY PREVIOUSLY AGREED TO they're just being arbitrary and capricious. Can't develop drugs in an environment like that"
X Link 2025-11-05T20:01Z [---] followers, [---] engagements

"@PageSix Oh good I thought this was the Ke$ha guy but it's just the Taylor Swift guy"
X Link 2025-11-07T04:24Z [---] followers, [--] engagements

"@MattWalshBlog Can't tell if this is parody or you just didn't read the tweet. they don't "have the cure for breast cancer" and the researcher and her staff is paid by that federal funding. Unless of course you think they should work for free like air traffic controllers"
X Link 2025-11-10T21:27Z [---] followers, [--] engagements

"@TornadoNate There's no way to insure around extraordinarily high medical costs being charged by health systems facilities and specialists. ACA subsidy shielded ppl similar to employers pitching in employee's coverage but recent price hikes + things like GLP-1s blew through that"
X Link 2025-11-11T01:25Z [---] followers, [---] engagements

"@MattWalshBlog Ben Affleck should sue for using his likeness"
X Link 2025-11-12T16:33Z [---] followers, [--] engagements

"@SecRubio @realJeremyCarl @POTUS A group with a vaguely related name in Hungary does not make this an international conspiracy Russian infiltration of Republican influencer networks though"
X Link 2025-11-13T19:18Z [---] followers, [--] engagements

"@MAGA_NEWS Red states have a bug up their butt now because their property taxes jacked up when values rose Or you could cap it like CA but in past years they R's hated that because it weighted the budget to income and cap gains 🤷"
X Link 2025-11-14T07:01Z [---] followers, [--] engagements

"@bitcoin__intern @moseskagan LOL no. In LA you'll get $20-$25 F/T or maybe $30 P/T"
X Link 2025-11-14T22:58Z [---] followers, [--] engagements

"@dieworkwear Hermes Cape Cods happen to wear really well as a casual watch that can double with more formal. Not sure if the look generalizes to all small dress watches though. For the chunky one the guy's physique would have to sell it (a la James Bond) the watch isnt helping the guy tho"
X Link 2025-11-15T08:16Z [---] followers, [----] engagements

"@_smcf The only way Shanghai meets that comparison is in the frequency of milk tea shops Which is in fact mind boggling"
X Link 2025-11-16T08:05Z [---] followers, [--] engagements

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@HotPanini1
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