# ![@Investor_NICK_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::64869841.png) @Investor_NICK_ Investor_NICK

Investor_NICK posts on X about money, ai, $lth, $deo the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::64869841/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::64869841/c:line/m:interactions.svg)

- [--] Week [-------] -0.68%
- [--] Month [---------] +23%
- [--] Months [----------] +204%
- [--] Year [----------] +345%

### Mentions: [--] [#](/creator/twitter::64869841/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::64869841/c:line/m:posts_active.svg)

- [--] Week [--] -27%
- [--] Month [---] +7.60%
- [--] Months [-----] +26%
- [--] Year [-----] +36%

### Followers: [------] [#](/creator/twitter::64869841/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::64869841/c:line/m:followers.svg)

- [--] Week [------] +0.23%
- [--] Month [------] +0.53%
- [--] Months [------] +31%
- [--] Year [------] +86%

### CreatorRank: [-------] [#](/creator/twitter::64869841/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::64869841/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3612 [finance](/list/finance)  29.01% [technology brands](/list/technology-brands)  19.85% [cryptocurrencies](/list/cryptocurrencies)  #7982 [fashion brands](/list/fashion-brands)  5.34% [luxury brands](/list/luxury-brands)  1.53% [currencies](/list/currencies)  0.76% [exchanges](/list/exchanges)  0.76% [travel destinations](/list/travel-destinations)  0.76% [social networks](/list/social-networks)  0.76%

**Social topic influence**
[money](/topic/money) 6.87%, [ai](/topic/ai) #3552, [$lth](/topic/$lth) #5, [$deo](/topic/$deo) #25, [$now](/topic/$now) 3.82%, [stocks](/topic/stocks) 3.82%, [$uber](/topic/$uber) #493, [$amzn](/topic/$amzn) 3.82%, [tariffs](/topic/tariffs) #1527, [$tap](/topic/$tap) #10

**Top accounts mentioned or mentioned by**
[@gobirds555](/creator/undefined) [@shortbus_ace](/creator/undefined) [@hristopelov](/creator/undefined) [@sleepysolcap](/creator/undefined) [@taobanker](/creator/undefined) [@consensusgurus](/creator/undefined) [@atlasinvst](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@logicalthesis](/creator/undefined) [@hoomansv](/creator/undefined) [@eeshmee](/creator/undefined) [@burn1ngtheta](/creator/undefined) [@warrenpies](/creator/undefined) [@rhouseresearch](/creator/undefined) [@fejauinc](/creator/undefined) [@premarks](/creator/undefined) [@contrariancurse](/creator/undefined) [@shortbusace](/creator/undefined) [@farrmacro](/creator/undefined) [@dannydayan5](/creator/undefined)

**Top assets mentioned**
[Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Diageo plc (DEO)](/topic/$deo) [Now Coin (NOW)](/topic/$now) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Stacks (STX)](/topic/$stx) [Microsoft Corp. (MSFT)](/topic/$msft) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [SPX6900 (SPX)](/topic/$spx) [Sweetgreen Inc. (SG)](/topic/$sg) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Datadog Inc (DDOG)](/topic/$ddog) [Teradyne, Inc. (TER)](/topic/$ter) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [monday.com Ltd. (MNDY)](/topic/$mndy) [AppLovin Corporation (APP)](/topic/$app) [Bitcoin (BTC)](/topic/bitcoin) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Oracle Corporation (ORCL)](/topic/$orcl) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Unity Software Inc. (U)](/topic/$u) [Redwire Corporation (RDW)](/topic/$rdw) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Brinker International, Inc. (EAT)](/topic/$eat) [CAVA Group, Inc. (CAVA)](/topic/$cava) [ServiceNow Inc (NOW)](/topic/servicenow) [Atlassian Corporation PLC (TEAM)](/topic/$team) [GitLab Inc. (GTLB)](/topic/$gtlb) [retard to retired (R/R)](/topic/$rr) [Carvana Co. (CVNA)](/topic/$cvna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@atlas_invst $LTH selling cause tech employees will have to cancel their membership due to SaaSmagedon"  
[X Link](https://x.com/Investor_NICK_/status/2018748321959924124)  2026-02-03T18:08Z 17.4K followers, [---] engagements


"Kind of an interesting observation and I actually think there is merit to it. Cheap restaurants legit seem like they have all vanished. You can get a high quality burger 🍔 at Spoon and Stable (high end restaurant) in Minneapolis for just a few more dollars than Five Guys"  
[X Link](https://x.com/Investor_NICK_/status/2020165768080433407)  2026-02-07T16:00Z 17.4K followers, 32.8K engagements


"Tariffs and cyclical (or secular 😬) decline in alcohol consumption. Nasty double whammy for alcohol companies. Are $BUD / $TAP / $DEO etc. buyable anytime soon This one is pretty hard to me. Jim Beam the largest American bourbon distiller is closings it flagship facility next year. This follows a string of distillery closures after more than two decades of rapid economic growth in the industry. Analysts say it's linked to trade wars and tariffs. https://t.co/vGUCZkbAif Jim Beam the largest American bourbon distiller is closings it flagship facility next year. This follows a string of"  
[X Link](https://x.com/Investor_NICK_/status/2003184014954496212)  2025-12-22T19:21Z 17.4K followers, [----] engagements


"Just went to Lululemon and bought something random otherwise my $75 quarterly AMEX credit goes to waste and Im quickly reminded how boring / plain Lululemon products are. Nothing really distinguishes it from Vuori or Alo Yoga or any athleisure wear in general. Merry Xmas $LULU used to be a staple of our families holiday gifts. That trend changed and sadly its still in place. Zero @lululemon but multiple @vuoriclothing and @aloyoga Lulu needs to get their act together and innovate. Im rooting for them Merry Xmas $LULU used to be a staple of our families holiday gifts. That trend changed and"  
[X Link](https://x.com/Investor_NICK_/status/2004262617540673878)  2025-12-25T18:47Z 17.4K followers, 21.2K engagements


"Little thing I learned today was told by a girl in Miami that girls are dumping their luxury handbags left and right. Told me tons are buying used handbags off RealReal vs new. Shes unsure why this has changed in the last year Even Scheels is selling used Chanel. Hmm 🤔"  
[X Link](https://x.com/Investor_NICK_/status/2004712602480640489)  2025-12-27T00:35Z 17.4K followers, 18K engagements


"Thinking about staying at the Mandarin Oriental for my next trip to NYC in February just for this view holy moly"  
[X Link](https://x.com/Investor_NICK_/status/2005367481800741365)  2025-12-28T19:57Z 17.4K followers, 78.8K engagements


"$RDW gonna be the next retail meme monster winner"  
[X Link](https://x.com/Investor_NICK_/status/2006032612964401617)  2025-12-30T16:00Z 17.4K followers, 15.5K engagements


"@WarrenPies @Crowded_Mkt_Rpt The OBBBA provisions are definitely significant. Tax refunds I dont buy thesis because [----] had massive tax refund surge as well. But it didnt matter as there was also crazy fiscal contraction. As long as fiscal remains strong (appears it should be) markets will drift higher"  
[X Link](https://x.com/Investor_NICK_/status/2010827195950792889)  2026-01-12T21:32Z 17.4K followers, [---] engagements


"Was going to take a cute blonde 👱🏼♀ with me to Vegas in couple weeks and MSP to LAS flights are like $1000 for main economy and $2400 for First Class lol. Think $DAL is getting maybe a little too greedy here. Crazy stat from Deltas [----] earnings this morning: The airline posted a $5 billion profit despite selling $1.1 billion LESS in economy tickets than [----]. Because premium ticket sales made up the difference. Says everything about where the money is in travel right now. https://t.co/6k6Nue8C6h Crazy stat from Deltas [----] earnings this morning: The airline posted a $5 billion profit"  
[X Link](https://x.com/Investor_NICK_/status/2011125047617011846)  2026-01-13T17:15Z 17.4K followers, 34.3K engagements


"Male loneliness cant be cured without alcohol sorry I dont make the rules. $DEO +1.42% / $TAP +1.36% $SPX -1.03% You may not like it but this is what a world where the male loneliness epidemic is cured looks like https://t.co/S8WLe5WcaV You may not like it but this is what a world where the male loneliness epidemic is cured looks like https://t.co/S8WLe5WcaV"  
[X Link](https://x.com/Investor_NICK_/status/2011487716798554447)  2026-01-14T17:16Z 17.4K followers, [----] engagements


"$XLP staples absolutely ripped the last week. Investors all of a sudden love staples"  
[X Link](https://x.com/Investor_NICK_/status/2011554972824191265)  2026-01-14T21:44Z 17.4K followers, [----] engagements


"$TMO . almost [---] points later I was correct about market discounting all the Trump research funding cuts last summer and sniped this near the lows. Only issue is I panic sold last October during the pullback after it broke $500. I'm actually sick. $TMO possibly seems like it has bottomed. Market has discounted a lot here imo. https://t.co/woskDVmHuA $TMO possibly seems like it has bottomed. Market has discounted a lot here imo. https://t.co/woskDVmHuA"  
[X Link](https://x.com/Investor_NICK_/status/2011618241391759590)  2026-01-15T01:55Z 17.4K followers, [----] engagements


"$TXRH $EAT looking strong $CMG $CAVA $JACK and even $SG all look like they've put in bottoms. Interesting price action in the restaurant sector"  
[X Link](https://x.com/Investor_NICK_/status/2011645868467016041)  2026-01-15T03:45Z 17.4K followers, [----] engagements


"@RHouseResearch @buccocapital @WaterworldCapi1 You nailed $SG near bottom lol. I should have listened"  
[X Link](https://x.com/Investor_NICK_/status/2011972189017301210)  2026-01-16T01:22Z 17.4K followers, [---] engagements


"Only one man can save SaaS $NOW "you have GPU leaders like NVIDIA hyperscalers foundation models and one company integrating all together the AI workflow company $NOW. It used to be the Mag7. Now there's a new category. I'm calling this the Super [--]. That's the Mag7 plus ServiceNow. That's right" NOW CEO https://t.co/MdLYTsnfT2 "you have GPU leaders like NVIDIA hyperscalers foundation models and one company integrating all together the AI workflow company $NOW. It used to be the Mag7. Now there's a new category. I'm calling this the Super [--]. That's the Mag7 plus ServiceNow. That's right" NOW"  
[X Link](https://x.com/Investor_NICK_/status/2014713230942151058)  2026-01-23T14:54Z 17.4K followers, 28.7K engagements


"$CRWD and $PANW price action is no bueno theyre gonna kill cybersec next or what"  
[X Link](https://x.com/Investor_NICK_/status/2014788729643073817)  2026-01-23T19:54Z 17.4K followers, 87.1K engagements


"Me briefly looking at charts of $TEAM $DDOG $NOW $GTLB Im in a couple of these ones for a trade. LFG software squeeze software squeeze"  
[X Link](https://x.com/Investor_NICK_/status/2014818246273224896)  2026-01-23T21:51Z 17.4K followers, [----] engagements


"$STX letting some go here at $364. What an insane ride this one has been. $STX interesting pitch by Kerrisdale here. Havent really seen anyone mention this one yet. https://t.co/xAaw7OgOSM $STX interesting pitch by Kerrisdale here. Havent really seen anyone mention this one yet. https://t.co/xAaw7OgOSM"  
[X Link](https://x.com/Investor_NICK_/status/2015827681628008627)  2026-01-26T16:42Z 17.4K followers, 17.6K engagements


"@plantmath1 @SixSigmaCapital Same ugh. Was able to do it once when I had like 1/3 of my net worth into $BBW in [----] but havent had the courage to do something similar since. Even though Ive been in on some huge winners like $TER / $STX. Just not enough conviction / courage to be super concentrated sigh 😔"  
[X Link](https://x.com/Investor_NICK_/status/2015943564006461704)  2026-01-27T00:22Z 17.4K followers, [---] engagements


"$RR +28% on some fluff piece PR Collaborates with Microsoft to Advance Agentic AI in Real-World Robotics Applications 😂😂😂 $RR call me a robotics bubble boi. I dont care. https://t.co/PI9yYVlVJE $RR call me a robotics bubble boi. I dont care. https://t.co/PI9yYVlVJE"  
[X Link](https://x.com/Investor_NICK_/status/2016183891657109858)  2026-01-27T16:17Z 17.4K followers, [----] engagements


"I assume the use of the term europoors is no longer appropriate given the crashing nature of $USD. May need to switch summer vacation plans from St. Tropez to St. Anthony Main in Minneapolis at this rate 😭 Dollar worst intraday decline since April. $USD $DXY $UUP . on Trump comments #yoyo Bloomberg https://t.co/GpJcZkSLJZ Dollar worst intraday decline since April. $USD $DXY $UUP . on Trump comments #yoyo Bloomberg https://t.co/GpJcZkSLJZ"  
[X Link](https://x.com/Investor_NICK_/status/2016259156295159872)  2026-01-27T21:16Z 17.4K followers, [----] engagements


"$ASML interesting price action on that print"  
[X Link](https://x.com/Investor_NICK_/status/2016555860835574050)  2026-01-28T16:55Z 17.4K followers, [----] engagements


"Is this the short report that finally sinks $CVNA Or just another buying opportunity. Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused"  
[X Link](https://x.com/Investor_NICK_/status/2016568729849475115)  2026-01-28T17:47Z 17.4K followers, [----] engagements


"$NOW unfortunately he was unable to save us. Only one man can save SaaS $NOW https://t.co/qZeusRpoaA Only one man can save SaaS $NOW https://t.co/qZeusRpoaA"  
[X Link](https://x.com/Investor_NICK_/status/2016626773996261871)  2026-01-28T21:37Z 17.4K followers, 12.2K engagements


"I have seen more IG posts from people asking for help in their search for jobs than I have ever remember seeing. Makes me feel a little uneasy deep inside despite what all the data is saying. And the data says labor market still doing fine (jobless claims unemployment rate etc.) BREAKING: Home Depot to cut [---] corporate jobs require workers back to office full time https://t.co/YykUyih6qn BREAKING: Home Depot to cut [---] corporate jobs require workers back to office full time https://t.co/YykUyih6qn"  
[X Link](https://x.com/Investor_NICK_/status/2016641735904948550)  2026-01-28T22:37Z 17.4K followers, [----] engagements


"Hey I think thats the loser that sold $STX before its monster print and instead bought $NOW that tanked after earnings does that guy just hate money $STX letting some go here at $364. What an insane ride this one has been. https://t.co/4AyK1dBHqr $STX letting some go here at $364. What an insane ride this one has been. https://t.co/4AyK1dBHqr"  
[X Link](https://x.com/Investor_NICK_/status/2016682851371008136)  2026-01-29T01:20Z 17.4K followers, 12.8K engagements


"So why is $AAOI down -17% today lol Full blown casino 🎰 stock market"  
[X Link](https://x.com/Investor_NICK_/status/2016898461401043074)  2026-01-29T15:37Z 17.4K followers, [----] engagements


"$MSFT -12.39% where is the plunge protection team We cant have this stain on the greatest bull market ever. Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9 Worst selloffs in Microsoft history: - Crash of [--] - Tech crash - GFC - Covid - Azure misses buyside bogey https://t.co/5PxMVrdxq9"  
[X Link](https://x.com/Investor_NICK_/status/2016908738351726975)  2026-01-29T16:18Z 17.4K followers, [----] engagements


"$AXON death looking chart. Ohhh man. $axon best saas short for shizzle $axon best saas short for shizzle"  
[X Link](https://x.com/Investor_NICK_/status/2016916211150291375)  2026-01-29T16:47Z 17.4K followers, [----] engagements


"$NOW NOW that is what capitulation looks like. Doesnt mean its not going lower but close to the bottom if fundamentals remain solid"  
[X Link](https://x.com/Investor_NICK_/status/2016987591627640942)  2026-01-29T21:31Z 17.4K followers, [----] engagements


"@LogicalThesis $ISRG broke out and then absolutely murdered. Tough tough market for these high valuation stocks"  
[X Link](https://x.com/Investor_NICK_/status/2017051618076733728)  2026-01-30T01:45Z 17.4K followers, [----] engagements


"@hoomansv @Osint613 Me looking at USD/CAD"  
[X Link](https://x.com/Investor_NICK_/status/2017238278538174566)  2026-01-30T14:07Z 17.4K followers, [---] engagements


"$AAOI +18%. What in the volatility. This stock is absolutely nuts. So why is $AAOI down -17% today lol Full blown casino 🎰 stock market So why is $AAOI down -17% today lol Full blown casino 🎰 stock market"  
[X Link](https://x.com/Investor_NICK_/status/2017247169367912515)  2026-01-30T14:42Z 17.4K followers, [----] engagements


"$MNDY is easily the worst day of the week especially after a big Sunday football game 🥴"  
[X Link](https://x.com/Investor_NICK_/status/2017279852781703271)  2026-01-30T16:52Z 17.4K followers, [----] engagements


"$SPX not looking great in the short term. Violent moves underneath the surface. $RKT -16% / SaaS death continues / $AAPL + $MSFT earnings sold off / $XHB weak / $XLF not looking great. $PLTR under the 200MA. Feels like liquidity drying out with tons of margin in the system 😬"  
[X Link](https://x.com/Investor_NICK_/status/2017287201223295202)  2026-01-30T17:22Z 17.4K followers, [----] engagements


"$APP -18% and just slices through the200MA like butter. Such a nasty market right now underneath the surface. This is nasty $APP I just added even more. 10% of portfolio now https://t.co/baadsy7NEn This is nasty $APP I just added even more. 10% of portfolio now https://t.co/baadsy7NEn"  
[X Link](https://x.com/Investor_NICK_/status/2017338629673390272)  2026-01-30T20:46Z 17.4K followers, 12.9K engagements


"@hristopelov @LogicalThesis I dont like using credit as a signal for corrections these days tbh. Mid March [----] credit spreads finally saw action and SPY was already down -10% and most stocks were already -20% minimum"  
[X Link](https://x.com/Investor_NICK_/status/2017367170561507418)  2026-01-30T22:39Z 17.4K followers, [--] engagements


"@akramsrazor $OWL ready for new lows alternative asset managers look ready for more pain"  
[X Link](https://x.com/Investor_NICK_/status/2017375661246320748)  2026-01-30T23:13Z 17.4K followers, [----] engagements


"Tom Lee nowhere to be found Tom Lee says "I think Bitcoin hits $180000 by January 31." https://t.co/UmlbY8l49s Tom Lee says "I think Bitcoin hits $180000 by January 31." https://t.co/UmlbY8l49s"  
[X Link](https://x.com/Investor_NICK_/status/2017674184084910195)  2026-01-31T18:59Z 17.4K followers, [----] engagements


"@fallacyalarm $LTH"  
[X Link](https://x.com/Investor_NICK_/status/2017783837858926986)  2026-02-01T02:15Z 17.4K followers, [---] engagements


"Feels like the US passport needs a re-design / refresh. Lots of EU countries have much better passport designs"  
[X Link](https://x.com/Investor_NICK_/status/2017829584235020610)  2026-02-01T05:17Z 17.4K followers, 25.5K engagements


"Officially reached unc status"  
[X Link](https://x.com/Investor_NICK_/status/2018121116632727575)  2026-02-02T00:35Z 17.4K followers, 13.2K engagements


"This is good sake. Kiminoi Yamahai sake. The emperors well. Recommended. Officially reached unc status https://t.co/9eoB5hhQoh Officially reached unc status https://t.co/9eoB5hhQoh"  
[X Link](https://x.com/Investor_NICK_/status/2018146977238880629)  2026-02-02T02:18Z 17.4K followers, [----] engagements


"Great place to chill for a little and go through that nice $TER print $TER added $103s. Will double position if gap fills the earnings move. https://t.co/WJE7oow4Rn $TER added $103s. Will double position if gap fills the earnings move. https://t.co/WJE7oow4Rn"  
[X Link](https://x.com/Investor_NICK_/status/2018483407802728564)  2026-02-03T00:35Z 17.4K followers, [----] engagements


"$OWL multi year lows. Nasty 🤮 Credit is going.@Tyler_Neville_ @fejau_inc https://t.co/4TVgvRZZkx Credit is going.@Tyler_Neville_ @fejau_inc https://t.co/4TVgvRZZkx"  
[X Link](https://x.com/Investor_NICK_/status/2018732407294132650)  2026-02-03T17:04Z 17.4K followers, [----] engagements


"@P_Remarks Why is $SPOT down -8% Someone gonna vibe code Spotify"  
[X Link](https://x.com/Investor_NICK_/status/2018750819818987612)  2026-02-03T18:17Z 17.4K followers, [----] engagements


""Look at these people. Wandering around with absolutely no idea what's happening in SaaS." Such a tough scene mannnn"  
[X Link](https://x.com/Investor_NICK_/status/2018760356240486616)  2026-02-03T18:55Z 17.4K followers, [----] engagements


"@P_Remarks $LTH software"  
[X Link](https://x.com/Investor_NICK_/status/2018761801874260347)  2026-02-03T19:01Z 17.4K followers, [---] engagements


"@ConsensusGurus Ive continued to save decent amount of money every weekend using $LYFT vs $UBER because the spread is insanely high at times for black SUVs"  
[X Link](https://x.com/Investor_NICK_/status/2018794208103211143)  2026-02-03T21:10Z 17.4K followers, [---] engagements


"$CMG kind of a nasty print. Comps: 📉 Op margins: 📉 Guidance: flat $CMG - Reports Q4 $0.25 v $0.24e Rev $3.0B v $2.96Be SSS -2.5% v +5.4% y/y v 3%e Guides initial FY26 SSS 'about flat' y/y missing estimates. $CMG down 10% after hours https://t.co/pV62bUEp5c $CMG - Reports Q4 $0.25 v $0.24e Rev $3.0B v $2.96Be SSS -2.5% v +5.4% y/y v 3%e Guides initial FY26 SSS 'about flat' y/y missing estimates. $CMG down 10% after hours https://t.co/pV62bUEp5c"  
[X Link](https://x.com/Investor_NICK_/status/2018795869018247465)  2026-02-03T21:16Z 17.4K followers, [----] engagements


"Longest [--] hours before the trade deadline for Timberwolves fans in a very very long time The Timberwolves salary dumped Mike Conleys $10.7 million expiring contract alongside a [----] pick swap to create more flexibility to pursue Giannis Antetokounmpo per @ShamsCharania. Minnesota is aggressively trying to land Giannis within the next [--] hours. https://t.co/JyeHLrsFLR The Timberwolves salary dumped Mike Conleys $10.7 million expiring contract alongside a [----] pick swap to create more flexibility to pursue Giannis Antetokounmpo per @ShamsCharania. Minnesota is aggressively trying to land"  
[X Link](https://x.com/Investor_NICK_/status/2018806300700996049)  2026-02-03T21:58Z 17.4K followers, [----] engagements


"@ContrarianCurse"  
[X Link](https://x.com/Investor_NICK_/status/2018809696879308851)  2026-02-03T22:11Z 17.4K followers, [---] engagements


"Private credit default rates surging to 13% seems would be quite the move from here. UBS analysts this week estimated that private credit could see default rates surge to as high as 13% if the software disruption is aggressive. https://t.co/vf6sOqTzvC UBS analysts this week estimated that private credit could see default rates surge to as high as 13% if the software disruption is aggressive. https://t.co/vf6sOqTzvC"  
[X Link](https://x.com/Investor_NICK_/status/2018811905348108426)  2026-02-03T22:20Z 17.4K followers, [----] engagements


"@_donazoff @ConsensusGurus Lyft chart / technicals still looks decent. Uber looks like death"  
[X Link](https://x.com/Investor_NICK_/status/2018857507876479015)  2026-02-04T01:21Z 17.4K followers, [--] engagements


"Californias high speed rail project gotta be some sort of money laundering operation. How did California spend $15 billion over [--] years building a train to nowhere Oh waitThere is no train They havent laid a single track. Reasons @BessByers shares more about Californias $135 billion mass transit boondoggle. https://t.co/WvSoQWYOCt How did California spend $15 billion over [--] years building a train to nowhere Oh waitThere is no train They havent laid a single track. Reasons @BessByers shares more about Californias $135 billion mass transit boondoggle. https://t.co/WvSoQWYOCt"  
[X Link](https://x.com/Investor_NICK_/status/2018895571843473441)  2026-02-04T03:53Z 17.4K followers, [----] engagements


"Sometimes I wonder why I dont run a super degen concentrated account like I used to 5-6 years ago and then I see this shit. lol Have no interest in seeing massive -20% down days anymore. Whats your biggest loss in a day Ill go first https://t.co/wAyFUl6Tnc Whats your biggest loss in a day Ill go first https://t.co/wAyFUl6Tnc"  
[X Link](https://x.com/Investor_NICK_/status/2018923041116361137)  2026-02-04T05:42Z 17.4K followers, 21.3K engagements


"About to go negative YTD as Jassy absolutely smokes my $AMZN position RIP 🪦 🕊 The Nasdaq is now down on the year if you are up on the year you are doing well. Our trading accounts are up handsomely LT accounts not so much given we have positions in value TMT. https://t.co/faTEdw7Ebp The Nasdaq is now down on the year if you are up on the year you are doing well. Our trading accounts are up handsomely LT accounts not so much given we have positions in value TMT. https://t.co/faTEdw7Ebp"  
[X Link](https://x.com/Investor_NICK_/status/2019095191009796215)  2026-02-04T17:06Z 17.4K followers, [----] engagements


"$IGV -2.15% $SMH -4% Seeing many smart accounts thinking SaaS bounces and semis sell off (I tend to agree with this) but no one is really mentioning possibility they both just keep selling off haha Software has underperformed semis by 20% over the last [--] days - the largest gap since the dot-com bubble peak in February 2000.These extremes suggest a significant mean reversion is likely with either software rallying semis declining or both: BTIGs Jonathan Krinsky Software has underperformed semis by 20% over the last [--] days - the largest gap since the dot-com bubble peak in February 2000.These"  
[X Link](https://x.com/Investor_NICK_/status/2019097565380391213)  2026-02-04T17:15Z 17.4K followers, [----] engagements


"$DEO +4.37% / +11% YTD $SPY -0.89% / +0.04% YTD I trust @taobanker on his alcohol picks. Still doing my own digging into the sector but $DEO and $TAP seem solid. People slowly realizing life is much better when you have a few drinks with your friends. Gen Z will come around to this soon enough. Bottom is in. https://t.co/uEcUH2hr7q I trust @taobanker on his alcohol picks. Still doing my own digging into the sector but $DEO and $TAP seem solid. People slowly realizing life is much better when you have a few drinks with your friends. Gen Z will come around to this soon enough. Bottom is in."  
[X Link](https://x.com/Investor_NICK_/status/2019108225312858429)  2026-02-04T17:58Z 17.4K followers, [----] engagements


"All about R/R one R is than the other R at these levels with this type of monster volume and rock bottom sentiment. $IGV [--] MILLION shares traded Sure no one is panicking https://t.co/G9Re6DpGxH [--] MILLION shares traded Sure no one is panicking https://t.co/G9Re6DpGxH"  
[X Link](https://x.com/Investor_NICK_/status/2019145046218424706)  2026-02-04T20:24Z 17.4K followers, [----] engagements


"Good lawd [----] gotta be the top in CAPEX. I dont believe for a second we will be seeing $185B in [----]. Insane *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Insane *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"  
[X Link](https://x.com/Investor_NICK_/status/2019158409329680648)  2026-02-04T21:17Z 17.4K followers, 11.5K engagements


"@GoBirds555 Market is wondering if peak capex is y finally here starting to think about [----] now. You think GOOGL Capex goes higher than $185B in [----] I doubt it"  
[X Link](https://x.com/Investor_NICK_/status/2019160781326282923)  2026-02-04T21:26Z 17.4K followers, [---] engagements


"@GoBirds555 You can need and build more compute and data centers and cut capex meaningfully. Not mutually exclusive to me"  
[X Link](https://x.com/Investor_NICK_/status/2019164728082461009)  2026-02-04T21:42Z 17.4K followers, [--] engagements


"Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV. $GOOGL CEO says Waymo topped 20M fully autonomous trips as of December and is now running 400000+ rides per week. https://t.co/ZgZE6K8meM $GOOGL CEO says Waymo topped 20M fully autonomous trips as of December and is now running 400000+ rides per week. https://t.co/ZgZE6K8meM"  
[X Link](https://x.com/Investor_NICK_/status/2019168574984659248)  2026-02-04T21:57Z 17.4K followers, 107.3K engagements


"$GOOGL you can bearish or bullish the stock. But impossible to do anything but be impressed with what theyre doing at Google. Just insane execution really everywhere. 🫡 Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. F*ck) 😳. Search +17% (it was supposedly dead hahaha). Margins strong EPS +31% scaling well. [--] Capex guide $175-185bn = demand driven. Gemini app now 750m users. 👏👏👏 https://t.co/0U3ET7cLw0 Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. F*ck) 😳. Search +17% (it was"  
[X Link](https://x.com/Investor_NICK_/status/2019179604875903466)  2026-02-04T22:41Z 17.4K followers, [----] engagements


"@shortbus_ace I think so man. Had to argue against"  
[X Link](https://x.com/Investor_NICK_/status/2019191451666772091)  2026-02-04T23:28Z 17.4K followers, [---] engagements


"@EeShmee I just like being alone. And the uber drivers in Minneapolis are always yapping on the phone or asking me questions. Annoying lol"  
[X Link](https://x.com/Investor_NICK_/status/2019200961873420386)  2026-02-05T00:06Z 17.4K followers, [----] engagements


"Definitely thought the Toca Madera spot in Scottsdale was raking it in for them given the prices they were charging and was always pretty full. Nope gotta commit fraud to fly in OF girls 😭. Goes to show dont believe what you see on social media and just focus on yourself. Toca Madera restaurant operators allegedly stole money from investors and spent it on "plane tickets for various females and OnlyFans models" "multiple engagement rings" etc. The investors are suing for RICO violations securities fraud conversion and other related claims. https://t.co/4zMHJkh9J0 Toca Madera restaurant"  
[X Link](https://x.com/Investor_NICK_/status/2019236066923016467)  2026-02-05T02:26Z 17.4K followers, [----] engagements


"Silver acting / moving like a shitcoin lol"  
[X Link](https://x.com/Investor_NICK_/status/2019246969743683861)  2026-02-05T03:09Z 17.4K followers, [----] engagements


"I havent understood the whole credit spreads as apparently some leading indicator / signal for a while now by the time spreads have moved meaningfully everyone has already been bagged lol Tech stocks are in a correction holding back gains for the cap-weighted S&P [---] and yet here are credit spreads https://t.co/pig3938YzA Tech stocks are in a correction holding back gains for the cap-weighted S&P [---] and yet here are credit spreads https://t.co/pig3938YzA"  
[X Link](https://x.com/Investor_NICK_/status/2019411024529551626)  2026-02-05T14:01Z 17.4K followers, [----] engagements


"@ConsensusGurus Me when Jassy mentions AWS misses due to lack of capacity $AMZN -15%"  
[X Link](https://x.com/Investor_NICK_/status/2019423494556250557)  2026-02-05T14:50Z 17.4K followers, [----] engagements


"@hristopelov SPY was -19% last year on liberation day and I think spreads blew up literally at the bottom. They appear to be more a buying signal than anything to me"  
[X Link](https://x.com/Investor_NICK_/status/2019430623124033908)  2026-02-05T15:19Z 17.4K followers, [--] engagements


"Market getting nasty so that means its time to lock in folks and panic sell"  
[X Link](https://x.com/Investor_NICK_/status/2019443201438892211)  2026-02-05T16:09Z 17.4K followers, [----] engagements


"$NBIS below the 200MA. Interesting stock because there is a lot of retail money hiding in this one fighting the tape day after day. $GOOGL with huge $180B Capex announcement and stock is -8% today"  
[X Link](https://x.com/Investor_NICK_/status/2019444243119444247)  2026-02-05T16:13Z 17.4K followers, [----] engagements


"$OWL execs announce their total software loan exposure is 8% of AUM naturally stock down another -4% lol $OWL multi year lows. Nasty 🤮 https://t.co/3ggxWmg8Ij $OWL multi year lows. Nasty 🤮 https://t.co/3ggxWmg8Ij"  
[X Link](https://x.com/Investor_NICK_/status/2019472648661532766)  2026-02-05T18:06Z 17.4K followers, [----] engagements


"@aresearchguy Girl we hung with from Sydney said the thing she was looking forward to the most while being in the US was going to an Alo Yoga store said lululemon doesnt make cute stuff anymore"  
[X Link](https://x.com/Investor_NICK_/status/2019478397630497096)  2026-02-05T18:29Z 17.4K followers, [----] engagements


"$ORCL -23% since Jan 20th. 200WK firmly in sight. Just incredible to watch it being sold off day after day. $ORCL this thing looks like it is ready to make new lows. Wowzers. https://t.co/EgxpdR5089 $ORCL this thing looks like it is ready to make new lows. Wowzers. https://t.co/EgxpdR5089"  
[X Link](https://x.com/Investor_NICK_/status/2019496535487135978)  2026-02-05T19:41Z 17.4K followers, [----] engagements


"Poverty ✅ Next up: Bankruptcy $AMZN Poverty did in fact come for me bankruptcy is up next after Jassy announces a huge AWS miss next week. https://t.co/oQsOPo3Gqh Poverty did in fact come for me bankruptcy is up next after Jassy announces a huge AWS miss next week. https://t.co/oQsOPo3Gqh"  
[X Link](https://x.com/Investor_NICK_/status/2019507547049271633)  2026-02-05T20:24Z 17.4K followers, 13.4K engagements


"@GoBirds555 Margin calls / deleveraging broo"  
[X Link](https://x.com/Investor_NICK_/status/2019508816870883447)  2026-02-05T20:29Z 17.4K followers, [---] engagements


"$CRWD -8.6% on no news. $PANW killed as well and back to Liberation Day lows. Knew theyd come for cybersecurity sooner than later. Nasty stuff out there. No liquidity at all. $CRWD and $PANW price action is no bueno theyre gonna kill cybersec next or what https://t.co/66sihQAA7l $CRWD and $PANW price action is no bueno theyre gonna kill cybersec next or what https://t.co/66sihQAA7l"  
[X Link](https://x.com/Investor_NICK_/status/2019509951518109757)  2026-02-05T20:34Z 17.4K followers, [----] engagements


"If youre out of kidneys. Livers are regenerating and you can sell one of the lobes of your liver for about $300K on the black market. #NFA Sell a kidney if you must but keep the Bitcoin. Sell a kidney if you must but keep the Bitcoin"  
[X Link](https://x.com/Investor_NICK_/status/2019515906356048078)  2026-02-05T20:58Z 17.4K followers, [----] engagements


"$AMZN -10% EPS $1.95 vs $1.98 Est. Rev $213.0B vs $211.5B Est. AWS $35.60B vs $34.90B Est. CAPEX $200B EST. $146.11B Poverty ✅ Next up: Bankruptcy $AMZN https://t.co/TXOVOL9Dh6 Poverty ✅ Next up: Bankruptcy $AMZN https://t.co/TXOVOL9Dh6"  
[X Link](https://x.com/Investor_NICK_/status/2019518829400076331)  2026-02-05T21:09Z 17.4K followers, [----] engagements


"$HIMS house 🏠 REKT FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/Investor_NICK_/status/2019576012485587051)  2026-02-06T00:56Z 17.4K followers, [----] engagements


"@Deathswap1 @valuations_ I dont buy the tax refund bull thesis. Only people getting refunds are at the bottom of K economy. We had monster record tax refunds in [----] as well but was easily dwarfed by tax payments due to huge cap gains in [----]. Need fiscal to start pumping again"  
[X Link](https://x.com/Investor_NICK_/status/2019584109623042287)  2026-02-06T01:29Z 17.4K followers, [---] engagements


"@hristopelov Interesting hedge"  
[X Link](https://x.com/Investor_NICK_/status/2019824459205824978)  2026-02-06T17:24Z 17.4K followers, [---] engagements


"DaliBali left just as $BILL ripped on earnings and then activist involvement and stop $35 to $51 (+45%) I know hes smiling from a Rosewood somewhere. H&F in buyout talks for $BILL Holdings. Several activists involved here https://t.co/Jp2Ek9ibw3 H&F in buyout talks for $BILL Holdings. Several activists involved here https://t.co/Jp2Ek9ibw3"  
[X Link](https://x.com/Investor_NICK_/status/2019859586690515439)  2026-02-06T19:43Z 17.4K followers, [---] engagements


"This will easily be the craziest thing Trump has posted and hes posted some crazy ass shit. I thought it was fake news or AI at first. This is the racist video Donald Trump posted. This is where we're at. https://t.co/kH49rMWfVH This is the racist video Donald Trump posted. This is where we're at. https://t.co/kH49rMWfVH"  
[X Link](https://x.com/Investor_NICK_/status/2019860404663468486)  2026-02-06T19:47Z 17.4K followers, 16.7K engagements


"DaliBali left just as $BILL ripped on earnings and then activist involvement and stock went from $35 to $51 (+45%) I know hes smiling from a Rosewood somewhere. H&F in buyout talks for $BILL Holdings. Several activists involved here https://t.co/Jp2Ek9ibw3 H&F in buyout talks for $BILL Holdings. Several activists involved here https://t.co/Jp2Ek9ibw3"  
[X Link](https://x.com/Investor_NICK_/status/2019860721115279870)  2026-02-06T19:48Z 17.4K followers, [----] engagements


"@Sleepysolcap Because they own $APP and $RDDT etc. lol"  
[X Link](https://x.com/Investor_NICK_/status/2019887286398210460)  2026-02-06T21:33Z 17.4K followers, [----] engagements


"@Frandell8 @Sleepysolcap I own $AMZN -7% YTD. Its my largest position. Not a great start to my year lol"  
[X Link](https://x.com/Investor_NICK_/status/2019894041635144020)  2026-02-06T22:00Z 17.4K followers, [---] engagements


"Could be at Waste Management in Scottsdale but Im turning over a new leaf this is what real growth looks like"  
[X Link](https://x.com/Investor_NICK_/status/2020274359257182620)  2026-02-07T23:11Z 17.4K followers, [----] engagements


"@SixSigmaCapital Theres a prompt going viral for all the girls seen at least [--] today"  
[X Link](https://x.com/Investor_NICK_/status/2020284526287843836)  2026-02-07T23:52Z 17.4K followers, [----] engagements


"@ramez @quadsparky I see more states doing this going forward not sure EVs are going to get more attractive if more punitive charges come up for owning them"  
[X Link](https://x.com/Investor_NICK_/status/2020995383430660310)  2026-02-09T22:57Z 17.4K followers, [---] engagements


"Retail sales miss during the height of holiday shopping. Sales and traffic at restaurants slowed down. NFIB small business optimism hiring plans economic optimism positive earnings trends all down in January. Only one explanation: polar vortex Retail Sales out this morning. MoM is 0.0%. November to December the height of holiday shopping. https://t.co/KZe0HNCthM Retail Sales out this morning. MoM is 0.0%. November to December the height of holiday shopping. https://t.co/KZe0HNCthM"  
[X Link](https://x.com/Investor_NICK_/status/2021228030249595134)  2026-02-10T14:21Z 17.4K followers, [----] engagements


"@atlas_invst Tariffs are just killing small businesses in US which is leading to low hiring plans and rising unemployment - worsening labor market and contributing to rising delinquencies. Need labor market to improve to reverse delinquency rates"  
[X Link](https://x.com/Investor_NICK_/status/2021295394538369416)  2026-02-10T18:49Z 17.4K followers, [--] engagements


"Im learning about Miu Miu and Prada and shes learning about the K shaped economy"  
[X Link](https://x.com/Investor_NICK_/status/1983009460911243436)  2025-10-28T03:14Z 17.4K followers, 17K engagements


"Gen Z starting to realize you are more likely to get laid with alcohol involved $DEO has buyers defending that $85 level. Worth a punt possibly with clear level to cut risk Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again https://t.co/qzfkp4BfUj Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again https://t.co/qzfkp4BfUj"  
[X Link](https://x.com/Investor_NICK_/status/2009076889856692595)  2026-01-08T01:37Z 17.4K followers, [----] engagements


"Alcohol an outperformer going forward $BUD looks good. $DEO and $STZ with technicals suggesting bottom could be in. I went sober to prioritize my health. But then slowly but surely I realized the best parts of life were passing me by. https://t.co/EggCysmmWl I went sober to prioritize my health. But then slowly but surely I realized the best parts of life were passing me by. https://t.co/EggCysmmWl"  
[X Link](https://x.com/Investor_NICK_/status/2010510400916238819)  2026-01-12T00:33Z 17.4K followers, 38.8K engagements


"I trust @taobanker on his alcohol picks. Still doing my own digging into the sector but $DEO and $TAP seem solid. People slowly realizing life is much better when you have a few drinks with your friends. Gen Z will come around to this soon enough. Bottom is in. @Investor_NICK_ $tap is still the answer $deo coming in second imo @Investor_NICK_ $tap is still the answer $deo coming in second imo"  
[X Link](https://x.com/Investor_NICK_/status/2010767311079166434)  2026-01-12T17:34Z 17.4K followers, 11.4K engagements


"@atlas_invst Supreme Court shoots down tariffs"  
[X Link](https://x.com/Investor_NICK_/status/2021292149011099769)  2026-02-10T18:36Z 17.4K followers, [---] engagements


"@bcwilmerding Private market investing. So yeah another venue for normies to lose more of their money yes its bullish which is what Im saying"  
[X Link](https://x.com/Investor_NICK_/status/2021404445293281544)  2026-02-11T02:02Z 17.4K followers, [---] engagements


"Sometimes I sit back and wonder if we will ever get an era of music like the 2000s again my goodness gracious. Trillions of dollars in investments in AI / technology and there is real chance we likely never have greatness anything close to that era again"  
[X Link](https://x.com/Investor_NICK_/status/2021441189501903137)  2026-02-11T04:28Z 17.4K followers, [----] engagements


"Welp Im officially a victim of AI. 60% gains in $U all gone and more lol. Did trim some in the $40s but a lot of profit now wiped and I officially took the L today (just slightly green overall on this one). It is what it is. Didnt manage this one well"  
[X Link](https://x.com/Investor_NICK_/status/2021603988542517663)  2026-02-11T15:15Z 17.4K followers, 10.9K engagements


"James Van Der Beek was a millionaire and exhausted all his finances fighting his cancer (RIP🕊). His family is now trying to raise over $1M so that they have less of a financial burden going forward. Now think about the average American with minimal savings fighting cancer / serious illness essentially financially ruined from the beginning. https://twitter.com/i/web/status/2021778509404791209 https://twitter.com/i/web/status/2021778509404791209"  
[X Link](https://x.com/Investor_NICK_/status/2021778509404791209)  2026-02-12T02:48Z 17.4K followers, [----] engagements


"$LTH Revenue: $744M vs. $738.04M est EPS: $0.33 vs. $0.29 est Plans to open [--] - [--] new clubs totaling 1.2M sq ft in [----]. Continues to execute well. Great brand that resonates well with the top of K economy. One of my easier holds. Should be back to ATHs sooner than later. $LTH think Lifetime Fitness remains one of the better ways to play this K shaped economy. 17x NTM/PE and cash flowing fitness conglomerate that continues to execute well. Mid teens top line growth and 30% EPS growth next [--] yrs. Seems attractive. But not much stock buyback. https://t.co/xEnJw5sEit $LTH think Lifetime"  
[X Link](https://x.com/Investor_NICK_/status/2014410625972093048)  2026-01-22T18:51Z 17.4K followers, [----] engagements


"$INTU . wowzers. This shit in SaaS is worse than [----] imo"  
[X Link](https://x.com/Investor_NICK_/status/2018713570159055188)  2026-02-03T15:49Z 17.4K followers, [----] engagements


"Yikes its an actual Black Monday for $MNDY shareholders. When your enterprise software is so dumb and bad that you advertise it on the N train-Coney Island line of the NYC subway system: Monday $MNDY https://t.co/mGkOCcE0Lo When your enterprise software is so dumb and bad that you advertise it on the N train-Coney Island line of the NYC subway system: Monday $MNDY https://t.co/mGkOCcE0Lo"  
[X Link](https://x.com/Investor_NICK_/status/2020909223584878680)  2026-02-09T17:14Z 17.4K followers, [----] engagements


"$DDOG saving the software sector with this print squeeze em DDOG CFO talking up further acceleration in January. Enough to pause the historic sector de-grossing https://t.co/eGSwG4h3ye DDOG CFO talking up further acceleration in January. Enough to pause the historic sector de-grossing https://t.co/eGSwG4h3ye"  
[X Link](https://x.com/Investor_NICK_/status/2021240858624794991)  2026-02-10T15:12Z 17.4K followers, [----] engagements


"@farrmacro Can argue this is mostly isolated to low income Americans who dont provide meaningful flows to equity markets Less buybacks certainly is a real headwind"  
[X Link](https://x.com/Investor_NICK_/status/2021276495142858971)  2026-02-10T17:34Z 17.4K followers, [---] engagements


"@taobanker New grads and youth unemployment 📈 and sky rocketing student loan delinquency rate is probably making investors nervous"  
[X Link](https://x.com/Investor_NICK_/status/2021278536787542038)  2026-02-10T17:42Z 17.4K followers, [---] engagements


"@Sleepysolcap [--] day deliqs Student loans: REKT Credit Cards: stable / improving Auto Loans: improving Mortgage: stable Not too shabby"  
[X Link](https://x.com/Investor_NICK_/status/2021347458568290739)  2026-02-10T22:16Z 17.4K followers, [---] engagements


"@ContrarianCurse @Fabian_v4 government will generate revenue for their UBI via far higher corporate taxes and taxes on the top 1% and voters will support this without much resistance. AI profits / cash flow generating private assets become the source of capital for our pseudo UBI"  
[X Link](https://x.com/Investor_NICK_/status/2021408485406277684)  2026-02-11T02:18Z 17.4K followers, [----] engagements


"@Sleepysolcap Yup stocks bottom when people feel miserable. Room for improvement"  
[X Link](https://x.com/Investor_NICK_/status/2021226398090776615)  2026-02-10T14:15Z 17.4K followers, [---] engagements


"No matter how bad you think things are in Minnesota reality is that it is actually worse here. Mom and pop restaurants and small biz in Minneapolis / St Paul are getting crushed. Fear of ICE and just as significant is fear of the mob both just killing our economy. Minneapolis and St. Paul restaurants are facing an extinction event running low on cash as diners stay home. My TCB story: https://t.co/QnXhXuSkjc Minneapolis and St. Paul restaurants are facing an extinction event running low on cash as diners stay home. My TCB story: https://t.co/QnXhXuSkjc"  
[X Link](https://x.com/Investor_NICK_/status/2020961792118157361)  2026-02-09T20:43Z 17.4K followers, [----] engagements


"$HOOD bull thesis is that this becomes not a super financial app but a super degenapp. One stop shop where every possible venue for the normies to lose their money is available. From regular equity trading to options to shorting stocks to prediction markets. so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD"  
[X Link](https://x.com/Investor_NICK_/status/2021358176063586523)  2026-02-10T22:58Z 17.4K followers, 11.2K engagements


"@DannyDayan5 @BenKizemchuk @fejau_inc @Savanojito @MarketsPuke @EconstratPB Fiscal is still strong but its meaningfully weaker than [----]. Its tightening isnt it Now AI fiscal impulse thats the bazooka. The deficit has fallen relatively quickly in the first four months of fiscal year [----] (October-January) compared to [----]. $152B in nominal deficit reduction or 20% but $91B of that (60 percent) is a result of Trump's regressive legally questionable tariffs. https://t.co/QiUIQMaEhe The deficit has fallen relatively quickly in the first four months of fiscal year [----] (October-January) compared"  
[X Link](https://x.com/Investor_NICK_/status/2021601412019364292)  2026-02-11T15:05Z 17.4K followers, [---] engagements


"@taobanker My $U position got absolutely nuked lol"  
[X Link](https://x.com/Investor_NICK_/status/2021604316138655865)  2026-02-11T15:16Z 17.4K followers, [----] engagements


"NFP today showed acceleration of the job shedding in Information and Financial Services worse loss since September [----]. And with the #SaaSapocalypse ongoing there is high probability white collar recession may possibly be accelerating Possible casualty: $DASH 1) NFP 130K vs 65K cons. Private 172K vs 68K. A few outliers. Health Care & Social Assistance 124K. Government -42K. Minor [--] month revisions. https://t.co/yy3vXJ3pMa 1) NFP 130K vs 65K cons. Private 172K vs 68K. A few outliers. Health Care & Social Assistance 124K. Government -42K. Minor [--] month revisions. https://t.co/yy3vXJ3pMa"  
[X Link](https://x.com/Investor_NICK_/status/2021731767435010229)  2026-02-11T23:43Z 17.4K followers, [----] engagements


"@GoBirds555 I think $LYFT results definitely played a role but technicals look ready for next leg down. Nasty"  
[X Link](https://x.com/Investor_NICK_/status/2021733491109425560)  2026-02-11T23:50Z 17.4K followers, [--] engagements


"@Aureliusltd28 $ISRG for me and if you think $AXON is expensive you're gonna this im crazy for owning this one lol"  
[X Link](https://x.com/Investor_NICK_/status/2021734637933146548)  2026-02-11T23:54Z 17.4K followers, [----] engagements


"$LTH think Lifetime Fitness remains one of the better ways to play this K shaped economy. 17x NTM/PE and cash flowing fitness conglomerate that continues to execute well. Mid teens top line growth and 30% EPS growth next [--] yrs. Seems attractive. But not much stock buyback"  
[X Link](https://x.com/Investor_NICK_/status/2011657128944288028)  2026-01-15T04:30Z 17.4K followers, [----] engagements


"Sell off appears to be spilling over from software to companies where software bros go to work out $LTH -4%. Ridiculous. The sell off appears to be spilling over from software to companies that use software. The sell off appears to be spilling over from software to companies that use software"  
[X Link](https://x.com/Investor_NICK_/status/2018757960072155139)  2026-02-03T18:46Z 17.4K followers, [----] engagements


"If it takes $SPY -35% / $QQQ -50% to send $MSTR to sub $10 then so be it. But gawd damn I love this video lol"  
[X Link](https://x.com/Investor_NICK_/status/2019415506868998165)  2026-02-05T14:19Z 17.4K followers, 96.8K engagements


"$IGV with a nice opportunity for a tactical trade situation here with defined risk levels and at very oversold conditions. Taking the long position and will plan to cut it if it goes under yesterdays lows. Love these opportunities. $LULU at $160s was similar situation"  
[X Link](https://x.com/Investor_NICK_/status/2019826302753337353)  2026-02-06T17:31Z 17.4K followers, [----] engagements


"ChatGPT going viral holy shit. Time to size up $ORCL and $MSFT"  
[X Link](https://x.com/Investor_NICK_/status/2020278279400259851)  2026-02-07T23:27Z 17.4K followers, 62.9K engagements


"Kids today sadly wont ever enjoy the pure joy of this ethereal experience that us millennials got to. Truly feel bad for them. USA Video game shopping in [----] https://t.co/YsbzdV6nLy USA Video game shopping in [----] https://t.co/YsbzdV6nLy"  
[X Link](https://x.com/Investor_NICK_/status/2021245015582703698)  2026-02-10T15:28Z 17.4K followers, [----] engagements


"$IGV bouncing as expected. Trade idea working out well so far. Do expect this to head higher and test the 50MA (blue line) soon. Will see how it acts then. $IGV with a nice opportunity for a tactical trade situation here with defined risk levels and at very oversold conditions. Taking the long position and will plan to cut it if it goes under yesterdays lows. Love these opportunities. $LULU at $160s was similar situation. https://t.co/S5he4fNhrw $IGV with a nice opportunity for a tactical trade situation here with defined risk levels and at very oversold conditions. Taking the long position"  
[X Link](https://x.com/Investor_NICK_/status/2021251941041369257)  2026-02-10T15:56Z 17.4K followers, [----] engagements


"$UBER is trading like how I feel after a long weekend in Miami absolute death"  
[X Link](https://x.com/Investor_NICK_/status/2021316253357421046)  2026-02-10T20:12Z 17.4K followers, [----] engagements


"If this video is real and not AI . $CMG is a screaming short https://x.com/i/status/2021306769331376551 imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R https://x.com/i/status/2021306769331376551 imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"  
[X Link](https://x.com/Investor_NICK_/status/2021432367534178568)  2026-02-11T03:53Z 17.4K followers, [----] engagements


"Insane sell action for anything AI even has a hint of disrupting. One sector after another just taken out back and shot indiscriminately. AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are https://t.co/ldzHfygDl3 AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate"  
[X Link](https://x.com/Investor_NICK_/status/2021702385886716042)  2026-02-11T21:46Z 17.4K followers, 17.2K engagements


"@shortbus_ace I dont like her but I get why she did what she did. Secured the bag and set herself up for rest of her life. Loyalty to country Sounds nice but In athletics there is only loyalty to the bag 💰"  
[X Link](https://x.com/Investor_NICK_/status/2021778999039393799)  2026-02-12T02:50Z 17.4K followers, [---] engagements

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