# ![@JaguarAnalytics Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1087194962.png) @JaguarAnalytics JaguarAnalytics

No specific information about JaguarAnalytics was found in the provided tweets. However, a Twitter handle @JaguarAnalytics was mentioned in one of the tweets: "please note jag runs on aws. all files web pages clients information everything."

### Engagements: [-------] [#](/creator/twitter::1087194962/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1087194962/c:line/m:interactions.svg)

- [--] Week [-------] -19%
- [--] Month [---------] +32%
- [--] Months [----------] +7.80%
- [--] Year [----------] +31%

### Mentions: [--] [#](/creator/twitter::1087194962/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1087194962/c:line/m:posts_active.svg)

- [--] Week [---] -20%
- [--] Month [---] +29%
- [--] Months [-----] +5.90%
- [--] Year [-----] -11%

### Followers: [------] [#](/creator/twitter::1087194962/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1087194962/c:line/m:followers.svg)

- [--] Week [------] +0.27%
- [--] Month [------] +2.70%
- [--] Months [------] +25%
- [--] Year [------] +48%

### CreatorRank: [------] [#](/creator/twitter::1087194962/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1087194962/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1976 [finance](/list/finance)  #3561 [cryptocurrencies](/list/cryptocurrencies)  #8050 [technology brands](/list/technology-brands)  11.33% [countries](/list/countries)  6% [automotive brands](/list/automotive-brands)  #6139 [travel destinations](/list/travel-destinations)  2.67% [exchanges](/list/exchanges)  #1221 [currencies](/list/currencies)  0.67% [luxury brands](/list/luxury-brands)  0.67%

**Social topic influence**
[ai](/topic/ai) #6278, [in the](/topic/in-the) 8%, [stocks](/topic/stocks) #1059, [bitcoin](/topic/bitcoin) 6%, [$btc](/topic/$btc) 4.67%, [$spy](/topic/$spy) #53, [$rsp](/topic/$rsp) #2, [future](/topic/future) 3.33%, [$gnrc](/topic/$gnrc) #3, [bullish](/topic/bullish) #1541

**Top accounts mentioned or mentioned by**
[@kingkang80](/creator/undefined) [@davevermilion](/creator/undefined) [@mikealfred](/creator/undefined) [@integratyper00](/creator/undefined) [@iv2171](/creator/undefined) [@jaydubs83](/creator/undefined) [@tiltfolio](/creator/undefined) [@frontenjames369](/creator/undefined) [@qagellc](/creator/undefined) [@daviddtawil](/creator/undefined) [@minnvestor](/creator/undefined) [@psinvestor](/creator/undefined) [@greenpipstrade](/creator/undefined) [@jarzt](/creator/undefined) [@mathias777787](/creator/undefined) [@insanitytalking](/creator/undefined) [@beazleymichel](/creator/undefined) [@kmackrob](/creator/undefined) [@dwood_510](/creator/undefined) [@everytimeicash](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [GlobalFoundries (GFS)](/topic/globalfoundries) [Tesla, Inc. (TSLA)](/topic/$tsla) [Peabody Energy Corporation (BTU)](/topic/$btu) [Intel Corporation (INTC)](/topic/$intc) [IBM (IBM)](/topic/ibm) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [UNIPOLY (UNP)](/topic/$unp) [Microsoft Corp. (MSFT)](/topic/microsoft) [Strategy (MSTR)](/topic/$mstr) [Range Resources, Corp. (RRC)](/topic/$rrc) [APA Corp (US) (APA)](/topic/$apa) [Tempus AI, Inc. (TEM)](/topic/$tem) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [IonQ, Inc. (IONQ)](/topic/$ionq) [General Motors Company (GM)](/topic/general-motors) [GM (GM)](/topic/$gm) [Iris Energy Limited (IREN)](/topic/$iren) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [CG Oncology, Inc.  (CGON)](/topic/$cgon) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cloudflare, Inc. (NET)](/topic/$net) [Procter & Gamble (PG)](/topic/$pg) [Planet Labs PBC (PL)](/topic/$pl) [Intuit Inc. (INTU)](/topic/$intu) [ServiceNow Inc (NOW)](/topic/servicenow) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Datadog Inc (DDOG)](/topic/$ddog) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Now Coin (NOW)](/topic/$now)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: Slide deck: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/GFS_Whale_Trade_Decoded.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/GFS-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/GFS_Whale_Trade_Decoded.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/GFS-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2011595115253678453)  2026-01-15T00:23Z 69.7K followers, 48.3K engagements


"SaaS-mageddon: - Microsoft $MSFT breakdown - Intuit $INTU breakdown - Hubspot $HUBS breakdown - ServiceNow $NOW breakdown - Atlassian $TEAM breakdown - Adobe $ADBE breakdown - Datadog $DDOG breakdown - Snowflake $SNOW breakdown - Gitlab $GTLB breakdown - Dynatrace $DT breakdown"  
[X Link](https://x.com/JaguarAnalytics/status/2011147726680178881)  2026-01-13T18:45Z 69.7K followers, 244.1K engagements


"$IGV The street is finally noticing. Although I question the blanket selling which is starting to look silly (baby with bath water stuff). A lot of cyber security stocks are looking very attractive. https://www.wsj.com/finance/investing/wall-street-has-fallen-out-of-love-with-software-stocks-b050b457 $IGV Why is software selling off badly Simple answer is "The Seat-Based Death Spiral." The AI deflationary thesis suggests that increased worker productivity will lead to seat contraction reducing the total number of software licenses. Slide deck: https://t.co/HCCGKO3ZYt https://t.co/TOZ8Houp9o"  
[X Link](https://x.com/JaguarAnalytics/status/2015553715034268069)  2026-01-25T22:33Z 69.7K followers, 13.1K engagements


"$BTC Bitcoin next stop $38k"  
[X Link](https://x.com/JaguarAnalytics/status/2019253998461821370)  2026-02-05T03:37Z 69.7K followers, 42.3K engagements


"Anthropic and the Great Displacement of the Software Interface -- By transitioning from per-seat subscription model to usage-based economics for tasks the future is to turn AI frontier models into a functional instruction layer for enterprises. Slides: https://www.jaguaranalytics.com/wp-content/uploads/2026/02/Execution_Not_Interface.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/Execution_Not_Interface.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2019754134249873495)  2026-02-06T12:44Z 69.7K followers, [----] engagements


"$IPGP Crossbow Laser. Jag research: https://www.jaguaranalytics.com/wp-content/uploads/2026/02/Lasers.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/Lasers.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2021402459898511513)  2026-02-11T01:54Z 69.7K followers, 13.1K engagements


"$SNDK SanDisk -- From $55 to $85 Jag Research a week ago: https://www.jaguaranalytics.com/wp-content/uploads/2025/09/SNDK-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2025/09/SNDK-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/1966136471217385813)  2025-09-11T13:47Z 69.6K followers, 15.6K engagements


"$WELL Welltower -- Jag research from Jan [----] for Wolfe Spaces @everytimeicash https://www.jaguaranalytics.com/wp-content/uploads/2025/01/Weekend-Research-January-26th-2025.pdf https://www.jaguaranalytics.com/wp-content/uploads/2025/01/Weekend-Research-January-26th-2025.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/1993478333099835782)  2025-11-26T00:34Z 69.6K followers, [----] engagements


"This market is searching for a sacrificial lamb. There will be no bottom in $BTC Bitcoin until the man telling you to sell a kidney goes under $MSTR"  
[X Link](https://x.com/JaguarAnalytics/status/1995520697960149247)  2025-12-01T15:49Z 69.6K followers, 35.5K engagements


"$PWR Quanta Services -- The rapid expansion of AI data centers is creating an unprecedented electricity demand. Projected to consume 12% of the national load by [----]. That is currently overwhelming existing US power grid infrastructure and causing severe bottlenecks"  
[X Link](https://x.com/JaguarAnalytics/status/1995914571211481392)  2025-12-02T17:54Z 69.7K followers, [----] engagements


"The worker installing underground power lines is likely to earn more than a software engineer in the years ahead. Boring dinosaurs 🦖 like $GNRC Generac and Peabody $BTU remain among the most mispriced equities heading into 2026"  
[X Link](https://x.com/JaguarAnalytics/status/1997388410261029338)  2025-12-06T19:31Z 69.6K followers, 33.3K engagements


"$BTC How should we read this chart"  
[X Link](https://x.com/JaguarAnalytics/status/1998970154022322495)  2025-12-11T04:16Z 69.6K followers, 149.1K engagements


"Orbital AI -- The next compute layer or a capital-intensive dead end An analysis of the thesis that places the future of artificial intelligence in Low Earth Orbit. Slide deck: https://www.jaguaranalytics.com/wp-content/uploads/2025/12/Orbital_AI_The_Next_Compute_Layer.pdf https://www.jaguaranalytics.com/wp-content/uploads/2025/12/Orbital_AI_The_Next_Compute_Layer.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/1999119359789195772)  2025-12-11T14:09Z 69.6K followers, 17.7K engagements


"It feels like as uranium/nuclear hype fades while the bull case for AI capex remains strong the investors focus will shift to standard old school energy plays to power data centers that are too cheap fundamentally to ignore: $BTU in coal and $RRC $APA etc. in natural gas"  
[X Link](https://x.com/JaguarAnalytics/status/2006030944126283779)  2025-12-30T15:53Z 69.6K followers, 11.2K engagements


"Watch Oil Services and Equipment $OIH and $XES components. The picks and shovels. They are much bigger beneficiaries of this than the ones that will control the resource. Trump says U.S. oil companies will go into Venezuela "spend billions of dollars fix the badly broken infrastructure the oil infrastructure and start making money for the country." Trump says U.S. oil companies will go into Venezuela "spend billions of dollars fix the badly broken infrastructure the oil infrastructure and start making money for the country.""  
[X Link](https://x.com/JaguarAnalytics/status/2007509155071045944)  2026-01-03T17:47Z 69.6K followers, 71.3K engagements


"Remember all that sudden spike in call buying in bunch of natural gas stocks $APA $RRC $TRP etc. last week that we discussed in chatroom Perhaps it was a signal"  
[X Link](https://x.com/JaguarAnalytics/status/2007518662530609637)  2026-01-03T18:25Z 69.6K followers, [----] engagements


"Dominion $D -- Event Risk Emerges On Dec [--] Dept of Interior paused leases for largescale offshore wind projects due to national security concerns citing movement of massive blades causing radar interference known as clutter. More on Jag home page: https://www.jaguaranalytics.com/home-post/dominion-energy-d-event-risk-emerges/ https://www.jaguaranalytics.com/home-post/dominion-energy-d-event-risk-emerges/"  
[X Link](https://x.com/JaguarAnalytics/status/2007905309046849886)  2026-01-04T20:01Z 69.6K followers, [----] engagements


"Big +12% spike in $HAL Haliburton and $SLB Schlumberger as Sunday overnight trading opens. $OIH is ripping higher. Watch Oil Services and Equipment $OIH and $XES components. The picks and shovels. They are much bigger beneficiaries of this than the ones that will control the resource. Watch Oil Services and Equipment $OIH and $XES components. The picks and shovels. They are much bigger beneficiaries of this than the ones that will control the resource"  
[X Link](https://x.com/JaguarAnalytics/status/2007982322986225828)  2026-01-05T01:07Z 69.6K followers, 30.8K engagements


"Yup Truck drivers are beating AI engineers. What "Broadening" looks like. You own Bitcoin or Mag-7 stocks you are confused as hell with ongoing underperformance. You own $PCAR Paccar you are wearing diamonds. Today: $RSP $SPY by +62 bps Third consecutive day of broadening. Truck drivers are beating AI engineers. Today: $RSP $SPY by +62 bps Third consecutive day of broadening. Truck drivers are beating AI engineers"  
[X Link](https://x.com/JaguarAnalytics/status/2008603267069321304)  2026-01-06T18:15Z 69.7K followers, [----] engagements


"I honestly thought in precision medicine (oncology) space Abbvie $ABBV or other big pharma would go for Tempus AI $TEM but the research kept pointing to Revolution Medicine $RVMD a horse in its own league that won't be left behind with impeccable clinical history"  
[X Link](https://x.com/JaguarAnalytics/status/2008992614532710438)  2026-01-07T20:02Z 69.6K followers, 11.2K engagements


"$TEM Tempus AI is pre-announcing earnings tonight ahead of JPM Healthcare Conference. Q4 sales $367M vs $360M estimate. Record $1.1 billion TCV with customers in [--] countries. Retention 126%. Impressive 👍👍 https://investors.tempus.com/news-releases/news-release-details/tempus-achieves-record-total-contract-value-exceeding-11-billion https://investors.tempus.com/news-releases/news-release-details/tempus-achieves-record-total-contract-value-exceeding-11-billion"  
[X Link](https://x.com/JaguarAnalytics/status/2010525564298559577)  2026-01-12T01:33Z 69.7K followers, 10.2K engagements


"$TTMI Dr Roks: I can disclose here that over the coming [--] years every year we will grow between 15% and 20% topline. And we will double our earnings from [----] to [----]. $TTMI Boom +18% 💥 Please note this is one of Jag's Top Long Ideas from 1Q26 Outlook. Giddy up https://t.co/DVrxlJvUy5 $TTMI Boom +18% 💥 Please note this is one of Jag's Top Long Ideas from 1Q26 Outlook. Giddy up https://t.co/DVrxlJvUy5"  
[X Link](https://x.com/JaguarAnalytics/status/2011405082936656034)  2026-01-14T11:48Z 69.6K followers, [----] engagements


"Whoa $BSX Boston Scientific to acquire $PEN Penumbra for $374 per share"  
[X Link](https://x.com/JaguarAnalytics/status/2011772693247639640)  2026-01-15T12:09Z 69.7K followers, [----] engagements


"$SKYT SkyWater -- Here you go @JaguarAnalytics can you make another video from this i love the videos @JaguarAnalytics can you make another video from this i love the videos"  
[X Link](https://x.com/anyuser/status/2011840593849360513)  2026-01-15T16:39Z 69.7K followers, 32.3K engagements


"$LUNR Intuitive Machines -- I usually reserve notes like this exclusively for Jag clients but I'm in good mood so it's your lucky day 😀 Extensive research here. Conclusion: I don't own enough shares Jag research: Slide deck: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/Space_Infrastructure_Monopoly.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/LUNR-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/Space_Infrastructure_Monopoly.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/LUNR-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2013022459138613272)  2026-01-18T22:55Z 69.7K followers, 32.3K engagements


"$GFS Global Foundries -- That $6.6 million bet is now worth $12 million. In case you missed 👇 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW"  
[X Link](https://x.com/JaguarAnalytics/status/2014075288498446356)  2026-01-21T20:39Z 69.6K followers, [----] engagements


"$GNRC Bullish for Generac https://www.wsj.com/business/energy-oil/trump-administration-taps-data-centers-for-backup-power-ahead-of-snowstorm-ad228e50 https://www.wsj.com/business/energy-oil/trump-administration-taps-data-centers-for-backup-power-ahead-of-snowstorm-ad228e50"  
[X Link](https://x.com/JaguarAnalytics/status/2014483995090657381)  2026-01-22T23:43Z 69.6K followers, 10.8K engagements


"What  $IONQ is acquiring $SKYT for $35/share in cash and stock deal. Im sorry but thats a ridiculous buyout premium. We need a bidding war https://investors.ionq.com/news/news-details/2026/IonQ-to-Acquire-SkyWater-Technology-Creating-the-Only-Vertically-Integrated-Full-Stack-Quantum-Platform-Company/default.aspx It's time to reveal this position: $SKYT SkyWater is up +83% YTD after only [--] days into [----]. Many think it's US-domiciled driven momentum. For us key reason for buying was breakthrough in 3D monolithic chip (stack memory on top of GPU). Jag research: https://t.co/1T6P7LUfyL"  
[X Link](https://x.com/JaguarAnalytics/status/2015761031197348200)  2026-01-26T12:17Z 69.6K followers, 20.6K engagements


"$IONQ There is a part of me that wants to short this chart with impunity after they stole my favorite stock"  
[X Link](https://x.com/JaguarAnalytics/status/2015825013346021726)  2026-01-26T16:31Z 69.6K followers, 10.9K engagements


"I bought a ton of $SOH today"  
[X Link](https://x.com/JaguarAnalytics/status/2015894201041297439)  2026-01-26T21:06Z 69.6K followers, 12.1K engagements


"$GM Continues to crush estimates. Beating 4Q25 EPS by 12%. Guiding FY26 EPS at $12 midpoint. Gross margins to reach 9% -- still a long way to go to reach pre-EV dip of 14% historic level but its good progress see chart below. Raising dividend. New $6 billion share buyback. $GM General Motors -- A stock that nobody cares about is up +52% YTD. Record high every week. Meanwhile things you hear on FinX: -- Gas guzzling legacy autos are dying -- The future is electric vehicles -- There is no autonomy strategy -- Interest rates are too high https://t.co/pluySdgmTj $GM General Motors -- A stock that"  
[X Link](https://x.com/JaguarAnalytics/status/2016118854158557344)  2026-01-27T11:59Z 69.5K followers, [----] engagements


"$BA Boeing crushed estimates. 4Q25 sales $24B vs $21.7B est (huge beat). Order backlog $682B vs $636B prior quarter. Operating Margin 35.6% vs -26.5% prior year. Commercial deliveries [---] up +181% YoY. Blowout quarter. Well done Jag's earnings preview: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/BA-Note-1.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/BA-Note-1.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2016127860474348028)  2026-01-27T12:35Z 69.6K followers, [----] engagements


"May be this basic Econ [---] lesson needs to be said out loud. The more USD drops the less effective tariffs will be. The agent of chaos is not accomplishing anything. Quite the contrary he is "fixing" fiscal situation of emerging markets (countries that sells us cheap stuff)"  
[X Link](https://x.com/JaguarAnalytics/status/2016176495048163627)  2026-01-27T15:48Z 69.6K followers, 17.6K engagements


"$GFS Global Foundries -- Remember that massive bull in April [--] calls Well they are taking profits there and rolling out to April [--] strike and doubling position in terms of contracts. Fella with conviction. $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to"  
[X Link](https://x.com/JaguarAnalytics/status/2016194399231684935)  2026-01-27T16:59Z 69.6K followers, [----] engagements


"Today's notable movers:"  
[X Link](https://x.com/JaguarAnalytics/status/2016195062980288706)  2026-01-27T17:02Z 69.5K followers, [----] engagements


"**TRUMP ON FED: WANT INTEREST RATES TO GO DOWN Somebody please tell him the Fed does not control the long-end. Nobody does"  
[X Link](https://x.com/JaguarAnalytics/status/2016196883043995764)  2026-01-27T17:09Z 69.6K followers, [----] engagements


"Liam: Dad what is that smell from the glass that you left next to the couch last night Me: What glass Liam: That glass over there. It smells disgusting. Me: Oh that I had some Laphroaig last night. Liam: Frog Me: Don't worry buddy. Liam: You had frog Mommy "  
[X Link](https://x.com/JaguarAnalytics/status/2016259289426309366)  2026-01-27T21:17Z 69.6K followers, 11.3K engagements


"@OHare888 @mikealfred He has moved on to pumping the next shitco: $OPEN"  
[X Link](https://x.com/JaguarAnalytics/status/2016309847113822605)  2026-01-28T00:38Z 69.6K followers, [----] engagements


"$INTC CFO is taking advantage of post-earnings pullback with $250k insider buy"  
[X Link](https://x.com/JaguarAnalytics/status/2016316628389024238)  2026-01-28T01:05Z 69.5K followers, 12.5K engagements


"This is huge news if true. This alone should send $INTC Intel to $100+ per share. I/O die will partially utilize Intel's 18A process or the 14A process in terms of final advanced packaging Intel will account for up to 25% of production. https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745018_A7ULPXDF2XPVHB7474W2E https://www.digitimes.com.tw/tech/dt/n/shwnws.aspid=0000745018_A7ULPXDF2XPVHB7474W2E"  
[X Link](https://x.com/JaguarAnalytics/status/2016330514349634007)  2026-01-28T02:00Z 69.6K followers, 62.5K engagements


"Somebody on Spaces today said: Bitcoin is a commodity"  
[X Link](https://x.com/JaguarAnalytics/status/2016338862470017497)  2026-01-28T02:33Z 69.5K followers, [----] engagements


"Ultimatum issued. All eyes on Strait of Hormuz"  
[X Link](https://x.com/JaguarAnalytics/status/2016485484000645128)  2026-01-28T12:16Z 69.6K followers, [----] engagements


"$IBM Boom +10% after hours. The best earnings report after hours is from Big Blue but likely won't get enough eyeballs because its not a sexy stock. Gen-AI book of business $12.4bn vs $9.5bn prior quarter. Gross margins +110 bps to 60.6%. Crushing it"  
[X Link](https://x.com/JaguarAnalytics/status/2016622362087534803)  2026-01-28T21:20Z 69.6K followers, [----] engagements


"$TSLA I know nobody cares but I figure I'll point out anyways. Total revenues down -3% YoY (auto down -11%). Operating margins down [---] bps to just 5.7%. Free cash flow down -30% YoY. It would be heartbreaking if they ever start growing sales again"  
[X Link](https://x.com/JaguarAnalytics/status/2016627048945512855)  2026-01-28T21:38Z 69.6K followers, 15.7K engagements


"$TSLA RIP Model S/X wow 😳"  
[X Link](https://x.com/JaguarAnalytics/status/2016648938556661795)  2026-01-28T23:05Z 69.7K followers, 16.1K engagements


"$NVDA Nvidia reported to have helped DeepSeek 'hone' AI models later used by China military citing letter sent by House Select Committee on China Chair John Moolenaar. Letter: https://chinaselectcommittee.house.gov/sites/evo-subsites/selectcommitteeontheccp.house.gov/files/evo-media-document/scc-nsf-access-program-letter-final.1.pdf https://chinaselectcommittee.house.gov/sites/evo-subsites/selectcommitteeontheccp.house.gov/files/evo-media-document/scc-nsf-access-program-letter-final.1.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2016676896814125208)  2026-01-29T00:56Z 69.5K followers, [----] engagements


"Copper futures going bonkers tonight"  
[X Link](https://x.com/JaguarAnalytics/status/2016706086800179225)  2026-01-29T02:52Z 69.6K followers, 64.4K engagements


"Now aluminum futures spiking +3% in Shanghai. Bullish for Alcoa $AA https://www.shfe.com.cn/eng/ https://www.shfe.com.cn/eng/"  
[X Link](https://x.com/JaguarAnalytics/status/2016714961674801227)  2026-01-29T03:28Z 69.6K followers, [----] engagements


"Im genuinely curious. If: Wars Money printing Currency debasement Deregulation High inflation Friendly administration Passive ETF flows and Strong equity returns are not enough what is the bull case for $BTC Bitcoin now"  
[X Link](https://x.com/JaguarAnalytics/status/2016732262092481017)  2026-01-29T04:36Z 69.6K followers, 30.9K engagements


"Ill make it very easy for you all: $IBM is still stupid cheap here"  
[X Link](https://x.com/JaguarAnalytics/status/2016738116896256115)  2026-01-29T05:00Z 69.6K followers, 17K engagements


"$TSLA Tesla could be down -10% by the end of day and it would not surprise me"  
[X Link](https://x.com/JaguarAnalytics/status/2016883710184788161)  2026-01-29T14:38Z 69.6K followers, [----] engagements


"SpaceX is considering a potential merger with Tesla $TSLA https://www.bloomberg.com/news/articles/2026-01-29/elon-musk-s-spacex-is-said-to-consider-merger-with-tesla-or-xai https://www.bloomberg.com/news/articles/2026-01-29/elon-musk-s-spacex-is-said-to-consider-merger-with-tesla-or-xai"  
[X Link](https://x.com/JaguarAnalytics/status/2017001222339805245)  2026-01-29T22:25Z 69.6K followers, 18.3K engagements


"Somebody please tell the agent of chaos that USAF operates E-11A which is a Bombardier. These aircraft are critical "Wi-Fi in the sky" communication nodes used to connect ground troops and aircraft in combat zones. Decertification would create a legal and logistical nightmare"  
[X Link](https://x.com/JaguarAnalytics/status/2017041417093181736)  2026-01-30T01:05Z 69.5K followers, 30K engagements


"Why would Trump pick a hawk 🤣 https://www.bloomberg.com/news/articles/2026-01-30/trump-administration-prepares-for-warsh-fed-chair-nomination https://www.bloomberg.com/news/articles/2026-01-30/trump-administration-prepares-for-warsh-fed-chair-nomination"  
[X Link](https://x.com/JaguarAnalytics/status/2017063082669883621)  2026-01-30T02:31Z 69.6K followers, 44.7K engagements


"Good Morning ☀"  
[X Link](https://x.com/JaguarAnalytics/status/2017174002842657089)  2026-01-30T09:52Z 69.6K followers, [----] engagements


"**TRUMP NOMINATES KEVIN WARSH AS NEXT FED CHAIR REPLACING JEROME POWELL Welp It's settled. We are back to having a hawk running the Fed. Just like when Trump appointed Jerome Powell in [----] only to complain about him for years to come. Always needs a punching bag"  
[X Link](https://x.com/JaguarAnalytics/status/2017204976959824172)  2026-01-30T11:55Z 69.5K followers, 16.1K engagements


"$META Meta's growing off balance sheet shadow bets. Financial engineering at its best that perhaps should be a case study in B-schools. A parabolic chart of capex trend. Investors say its a good thing. Jag research: Slide deck: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/The_135_Billion_Shadow_Bet.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/META-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/The_135_Billion_Shadow_Bet.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/META-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2017223206189330905)  2026-01-30T13:07Z 69.6K followers, 11.4K engagements


"Throw $MSTR under the bus then I might actually buy Bitcoin $BTC This market is searching for a sacrificial lamb. There will be no bottom in $BTC Bitcoin until the man telling you to sell a kidney goes under $MSTR. https://t.co/3dwS9R3Foc This market is searching for a sacrificial lamb. There will be no bottom in $BTC Bitcoin until the man telling you to sell a kidney goes under $MSTR. https://t.co/3dwS9R3Foc"  
[X Link](https://x.com/JaguarAnalytics/status/2017628374194102371)  2026-01-31T15:57Z 69.6K followers, 12.8K engagements


"Yup Trumps presentation at Davos touched the nerve. Thousands and thousands of Danish veterans their families and supporters are standing together in Copenhagen protesting Trumps deeply disrespectful statements and his mockery of the sacrifices made by Danish men and women who fought in U.S. wars. ❤ https://t.co/oexmSfzHDR Thousands and thousands of Danish veterans their families and supporters are standing together in Copenhagen protesting Trumps deeply disrespectful statements and his mockery of the sacrifices made by Danish men and women who fought in U.S. wars. ❤ https://t.co/oexmSfzHDR"  
[X Link](https://x.com/JaguarAnalytics/status/2017630230588924322)  2026-01-31T16:05Z 69.6K followers, 15.4K engagements


"Its time for Saylor to sell 2nd kidney @NebbioloNerd @JaguarAnalytics https://t.co/zbubN79fTc @NebbioloNerd @JaguarAnalytics https://t.co/zbubN79fTc"  
[X Link](https://x.com/JaguarAnalytics/status/2017671845890122027)  2026-01-31T18:50Z 69.6K followers, 14.9K engagements


"Fun Fact: $F Ford CEO in [----] imported a Xiaomi SU7 sedan from Shanghai to Chicago drove for [--] months & stated "I don't want to give it up." Ford is already using CATL batteries in Marshall Michigan plant. SU7 outsold Tesla Model [--] in China in [--]. https://www.ft.com/content/678a173f-0387-46a0-a1c2-b28c4f8a64d4 https://www.ft.com/content/678a173f-0387-46a0-a1c2-b28c4f8a64d4"  
[X Link](https://x.com/JaguarAnalytics/status/2017678132262617415)  2026-01-31T19:15Z 69.6K followers, [----] engagements


"Warsh: I recommend smaller balance sheet There is a school of thought that valuations dont matter anymore. Only flows and sentiment matter. If you believe in this theory then why are you so surprised to see weakness in risk assets Watch this 👇"  
[X Link](https://x.com/JaguarAnalytics/status/2017785802156015852)  2026-02-01T02:23Z 69.7K followers, 72.2K engagements


"Expect Trump to TACO 🌮 on Iran and everyone to forget about genocide by a tyrannical regime. Also expect Trump to demand the Oscar Academy to award Melania the Best Documentary of the Year. I expect to lose another [---] followers after this post. Thank you 🙏"  
[X Link](https://x.com/JaguarAnalytics/status/2018015778348442105)  2026-02-01T17:37Z 69.6K followers, 20.6K engagements


"$LION Lionsgate - The potential for monetizing cinematic library thru AI licensing deal for training that could turn static assets into high-margin recurring revenues. $9 stock could be $35+ if this happens. Jag research: Slides: https://www.jaguaranalytics.com/wp-content/uploads/2026/02/Lionsgate_AI_Data_Landlord.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/LION-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/Lionsgate_AI_Data_Landlord.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/LION-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2018493691367661856)  2026-02-03T01:16Z 69.7K followers, 11.5K engagements


"$INTC Expect Intel to run on this news: SoftBank has signed an agreement with Intel to advance commercialization of Z-Angle Memory (ZAM) a next-generation memory technology designed for high capacity high bandwidth and low power consumption. https://www.softbank.jp/en/corp/news/press/sbkk/2026/20260203_01/ https://www.softbank.jp/en/corp/news/press/sbkk/2026/20260203_01/"  
[X Link](https://x.com/JaguarAnalytics/status/2018494395398381664)  2026-02-03T01:19Z 69.7K followers, 32.3K engagements


"I once advised him to trademark roasted Ass Tea flavor and license to Tim Hortons. May actually gain some credibility. brags about running ultramarathons but posts like a degenerate cocaine-addled Vegas club promoter sits on public boards of $IREN (since 21) and $BKKT (joined Sept 25) while shamelessly hyping miners and crypto garbage legal to pump your own stocks as a director but https://t.co/wLHo2mCORN brags about running ultramarathons but posts like a degenerate cocaine-addled Vegas club promoter sits on public boards of $IREN (since 21) and $BKKT (joined Sept 25) while shamelessly"  
[X Link](https://x.com/JaguarAnalytics/status/2018509254047465727)  2026-02-03T02:18Z 69.6K followers, 15.3K engagements


"If we didnt have this ongoing broadening YTD (truck drivers beating software engineers or simply said $RSP beating $SPY) we would have a really ugly start of the year in equity markets. The [----] Macro -- Sharing a piece from the upcoming Jag Outlook. How to think about soft labor the capextoopex shift and the role of agentic AI in boosting margins for the S&P [---]. Some unconventional wisdom to identify angles for positioning. PDF: https://t.co/aNZ79DHg66 https://t.co/RPHYj6FOCZ The [----] Macro -- Sharing a piece from the upcoming Jag Outlook. How to think about soft labor the capextoopex shift"  
[X Link](https://x.com/JaguarAnalytics/status/2018709555354427791)  2026-02-03T15:33Z 69.5K followers, [----] engagements


"Gold retakes $5000 while $BTC Bitcoin is still going down. Everyone who was calling for rotation you're advised to delete your tweet before people notice. Thank you 🙏"  
[X Link](https://x.com/JaguarAnalytics/status/2018724526297604175)  2026-02-03T16:33Z 69.6K followers, 16.1K engagements


"$FCFS $EZPW Pawn shops are looking great. There is a high inverse correlation between ADP Payroll growth and Pawn Loans Outstanding (PLO). Separately expect both to re-rate higher from gold inventory lag. Jag Research: Slides: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/EZCorp_The_CounterCyclical_Alpha_Play.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/EZPW-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/EZCorp_The_CounterCyclical_Alpha_Play.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/EZPW-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2018815519391207689)  2026-02-03T22:35Z 69.6K followers, 15.5K engagements


"@davevermilion Excellent list David 👍👍"  
[X Link](https://x.com/JaguarAnalytics/status/2018821748066857097)  2026-02-03T22:59Z 69.6K followers, [---] engagements


"$SPGI While everyone is dumping shares over AI disruption fears somebody quietly scooped $2.6 million worth of December [---] calls for $58 per contract today. $SPGI $MCO S&P Global and Moody's -- When dumb gets dumber. I guess AI is disrupting credit rating agencies as well. At this point all of this mindless selling from AI fears is starting to look as stupid as fears of societal change from GLP-1 weight loss drugs. https://t.co/TWK5BSAeAy $SPGI $MCO S&P Global and Moody's -- When dumb gets dumber. I guess AI is disrupting credit rating agencies as well. At this point all of this mindless"  
[X Link](https://x.com/JaguarAnalytics/status/2018830693976166725)  2026-02-03T23:35Z 69.7K followers, 11.7K engagements


"@PeRiLoUzJ PayPal $PYPL sales"  
[X Link](https://x.com/JaguarAnalytics/status/2018907905135710335)  2026-02-04T04:42Z 69.6K followers, [----] engagements


"$RKLB You have an opportunity here to buy Rocket Lab under $70 but most of you won't because you are worried about what Mullahs may do in Iran. Think about this. How stupid does this sound"  
[X Link](https://x.com/JaguarAnalytics/status/2019123924546756687)  2026-02-04T19:00Z 69.7K followers, 20.7K engagements


"The pain trade has been Broadening since October. Truck drivers beating software engineers. $RSP $SPY 👀 https://t.co/zdNvhycdAn 👀 https://t.co/zdNvhycdAn"  
[X Link](https://x.com/JaguarAnalytics/status/2019240746055024981)  2026-02-05T02:44Z 69.6K followers, 10.2K engagements


"A lot of baby with bathwater style collapse in SaaS. Just mindless selling because Claude will make everything extinct. Starting to look a lot like hyperbole GLP-1 threat when Wall Street was wasting time figuring out fuel cost savings to airlines if 10% of fat Americans shed weight. Get a grip people Yes there will be AI disruption but people are lumping in theory cybersecurity rating agencies news organizations social media online travel agencies private credit etc. Nobody will ever read Reuters $TRI again in age of AI. Hundreds of such examples. Sort of like the person at Bitcoin Spaces"  
[X Link](https://x.com/JaguarAnalytics/status/2019248788905341152)  2026-02-05T03:16Z 69.7K followers, 32.5K engagements


"$HSY Hershey's -- Boom 💥 How to make money in boring stuff. Chocolate makers beating software engineers. Guiding FY26 EPS of $8.35 vs $7.06 estimate huge beat"  
[X Link](https://x.com/JaguarAnalytics/status/2019386181285298342)  2026-02-05T12:22Z 69.7K followers, [----] engagements


"It's all Biden's fault"  
[X Link](https://x.com/JaguarAnalytics/status/2019436206787031479)  2026-02-05T15:41Z 69.7K followers, [----] engagements


"$BTC Bitcoin return over [--] years: 0%"  
[X Link](https://x.com/JaguarAnalytics/status/2019533154978263386)  2026-02-05T22:06Z 69.7K followers, [----] engagements


"You know how Trump can fix this market before its too late Tell Warsh to get lost and call Rieder"  
[X Link](https://x.com/JaguarAnalytics/status/2019575617243451497)  2026-02-06T00:55Z 69.7K followers, 33.4K engagements


"@integratyper00 No idea 🤷♂"  
[X Link](https://x.com/JaguarAnalytics/status/2019576411481338037)  2026-02-06T00:58Z 69.6K followers, [----] engagements


"Martians can wait. Lets deal with Moonies first. https://www.wsj.com/science/space-astronomy/spacex-delays-mars-plans-to-focus-on-moon-66d5c542 https://www.wsj.com/science/space-astronomy/spacex-delays-mars-plans-to-focus-on-moon-66d5c542"  
[X Link](https://x.com/JaguarAnalytics/status/2019923215754162655)  2026-02-06T23:56Z 69.7K followers, [----] engagements


"$SPX Two weekly doji candles with long wicks on high volume stacked together. Thats not noise. Thats structural hesitation. A larger move is loading on either direction. Long straddles and strangles are cheap"  
[X Link](https://x.com/JaguarAnalytics/status/2019939928575250740)  2026-02-07T01:03Z 69.7K followers, 24.4K engagements


"@FinEconGlobal Absolutely This is why I am also big on Generac $GNRC which is "cooking" before blasting higher one of these days"  
[X Link](https://x.com/JaguarAnalytics/status/2021047445791310137)  2026-02-10T02:23Z 69.7K followers, [---] engagements


"$NTGR Soon expect Trump to ban all Chinese TP-Link devices in the US. Positive for Netgear. My thoughts from Sep 30th: 👇"  
[X Link](https://x.com/JaguarAnalytics/status/1976692792157257850)  2025-10-10T16:54Z 69.7K followers, 171.5K engagements


"Get your copy of Jaguar 1Q26 Outlook. Then print it and do the following immediately: Put it in your kids stocking and watch them with tears of joy Slide it under your neighbors door as a holiday surprise Leave a copy in the break room and watch the office alpha quietly steal it Hand it to your barber and say fade me according to page [--] Wrap it around a candle and call it marketscented ambiance Use it as a placemat during breakfast so your eggs absorb the macro outlook Gift it to your gym buddy and tell them its the only pump that matters Put it in your glovebox so your car also stays"  
[X Link](https://x.com/JaguarAnalytics/status/2002917044061188150)  2025-12-22T01:40Z 69.7K followers, 111K engagements


"Carmax $KMX -- What a disaster Guiding prelim Q3 vehicle unit sales down -10% YoY. EPS $0.35 vs $0.74 est. CEO resigns. This follows Cox warning w/ auto loan rate jumping to 9.6% in Oct even w/ Fed cut. Similar comments from $AN $GPI and $CVNA. All gapped down after earnings"  
[X Link](https://x.com/JaguarAnalytics/status/1986424769827238088)  2025-11-06T13:25Z 69.7K followers, [----] engagements


"$CGON The CG Oncology Bet"  
[X Link](https://x.com/JaguarAnalytics/status/1990502138150334576)  2025-11-17T19:27Z 69.7K followers, 15.4K engagements


"$ATEYY Advantest TPU and Tester Demand The benefits to equip makers from expansion in the GPU market flowed more to back-end systems. Advantest supplies almost the entirety of testers for use in TPU and GPU fabrication. More on Jag home page: https://www.jaguaranalytics.com/home-post/advantest-6857-ateyy-tpu-and-tester-demand/ https://www.jaguaranalytics.com/home-post/advantest-6857-ateyy-tpu-and-tester-demand/"  
[X Link](https://x.com/JaguarAnalytics/status/1994460964108828927)  2025-11-28T17:38Z 69.7K followers, 14.7K engagements


"The [----] Macro -- Sharing a piece from the upcoming Jag Outlook. How to think about soft labor the capextoopex shift and the role of agentic AI in boosting margins for the S&P [---]. Some unconventional wisdom to identify angles for positioning. PDF: https://www.jaguaranalytics.com/wp-content/uploads/2025/12/Jag-Q1-Macro.pdf https://www.jaguaranalytics.com/wp-content/uploads/2025/12/Jag-Q1-Macro.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2002550199730819381)  2025-12-21T01:22Z 69.7K followers, 78K engagements


"$XAR Wild swings in defense primes. Frankly I dont believe in either story: Dividends/buybacks restrictions or $1.5 trillion budget. Both hyperbole. Everyone is being played by market gods manufacturing bogus narratives"  
[X Link](https://x.com/JaguarAnalytics/status/2009100728443523297)  2026-01-08T03:11Z 69.7K followers, [----] engagements


"$ONDS Ondas -- Signaling Strong Confidence A retail favorite stock. They are presenting today at Needham Conf at 8:45 am ET. On Jan 8th Andreessen Horowitz raised $15B of which $1.2B will be allocated toward American Dynamism More on Jag home page: https://www.jaguaranalytics.com/home-post/ondas-onds-signaling-strong-confidence/ https://www.jaguaranalytics.com/home-post/ondas-onds-signaling-strong-confidence/"  
[X Link](https://x.com/JaguarAnalytics/status/2011422100897353739)  2026-01-14T12:56Z 69.7K followers, [----] engagements


"$NEXOY Nexon Earnings on Feb 12th and CMD on March 31st. Last week the company disclosed that it has sold 12.4M copies of ARC Raiders. This is significantly ahead of 5-6M consensus at ASP of $40 per package. Expect big beat. More on Jag home page: https://www.jaguaranalytics.com/home-post/nexon-3659-nexoy-reaching-its-arc/ https://www.jaguaranalytics.com/home-post/nexon-3659-nexoy-reaching-its-arc/"  
[X Link](https://x.com/JaguarAnalytics/status/2013307596250243267)  2026-01-19T17:48Z 69.7K followers, [----] engagements


"$TSEM Tower Semi Boom 💥 https://sg.finance.yahoo.com/news/tower-semiconductor-teams-nvidia-advance-113000044.html https://sg.finance.yahoo.com/news/tower-semiconductor-teams-nvidia-advance-113000044.html"  
[X Link](https://x.com/JaguarAnalytics/status/2019376871389978817)  2026-02-05T11:45Z 69.7K followers, [----] engagements


"The real reason why market sold off today that nobody wants to talk about in Spaces. https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/ https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/"  
[X Link](https://x.com/JaguarAnalytics/status/2019541451957584306)  2026-02-05T22:39Z 69.7K followers, 17.8K engagements


"Great Day for America"  
[X Link](https://x.com/JaguarAnalytics/status/2020726833541533836)  2026-02-09T05:09Z 69.7K followers, [----] engagements


"Ferrovial $FER added to Nasdaq-100 index after market close. Giddy up https://www.nasdaq.com/articles/nasdaq-100-index-reconstitution-adds-six-new-companies-removes-six-others-effective-dec-22 Let me tell you a secret. Ferrovial $FER is down -2.2% to $62 today on some profit taking. In about a month (end of Nov) people will chase it to $70+ after it is added to Nasdaq-100 Index. And it will be a lot higher in [----] after new JFK Airport Terminal opens. https://t.co/OgVPvastCF"  
[X Link](https://x.com/JaguarAnalytics/status/1999683085416435982)  2025-12-13T03:29Z 69.7K followers, 13.9K engagements


"$CE Celanese -- As bad as this chart looks since August insiders have been accumulating. While sales remain -4% YoY cost cutting is leading to margin improvement. Q3 EBITDA $315M vs $290M estimate. Expect ASP lift in Spring [----]. More on Jag homepage: https://www.jaguaranalytics.com/home-post/event-driven-weekly-abvx-ce-cpng-cwan-ko-micc/ https://www.jaguaranalytics.com/home-post/event-driven-weekly-abvx-ce-cpng-cwan-ko-micc/"  
[X Link](https://x.com/JaguarAnalytics/status/2000198348905591055)  2025-12-14T13:37Z 69.7K followers, 11.1K engagements


"$ATEYY Advantest -- This was so easy to see. From $131 to $188 (up +43%) in two months. Giddy up $ATEYY Advantest TPU and Tester Demand The benefits to equip makers from expansion in the GPU market flowed more to back-end systems. Advantest supplies almost the entirety of testers for use in TPU and GPU fabrication. More on Jag home page: https://t.co/Y5MXMdG3oN https://t.co/JrcX0Uztot $ATEYY Advantest TPU and Tester Demand The benefits to equip makers from expansion in the GPU market flowed more to back-end systems. Advantest supplies almost the entirety of testers for use in TPU and GPU"  
[X Link](https://x.com/JaguarAnalytics/status/2016536663913124057)  2026-01-28T15:39Z 69.7K followers, [----] engagements


"$EZPW EZCorp Behind The Numbers Impeccable quarter The pawn demand environment remains highly favorable. Q1 pawn loans outstanding (PLO) increased +14% Y/Y to $314M. Name counter-cyclical to job growth is looking great. More on Jag home page: https://www.jaguaranalytics.com/home-post/behind-the-numbers-ezcorp-ezpw/ https://www.jaguaranalytics.com/home-post/behind-the-numbers-ezcorp-ezpw/"  
[X Link](https://x.com/JaguarAnalytics/status/2020237577966731497)  2026-02-07T20:45Z 69.7K followers, [----] engagements


"$ATZAF Aritzia -- Behind the Numbers The Canadian retailer last week posted +34% SSS growth crushing +20% est. US sales grew +54% YoY w/ brand awareness. New locations opening: Cincinnati Las Vegas Los Angeles and Scottsdale. More on Jag home page: https://www.jaguaranalytics.com/home-post/behind-the-numbers-aritzia-atzaf/ https://www.jaguaranalytics.com/home-post/behind-the-numbers-aritzia-atzaf/"  
[X Link](https://x.com/JaguarAnalytics/status/2011057162857148546)  2026-01-13T12:46Z 69.7K followers, [----] engagements


"$TKO TKO Group -- Do you like NASCAR Then you may find this interesting. Given the loss of absolute control within France family a rare window of opportunity has opened up for Mark Shapiro to make a move. Jag research: Slides: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/Heartland_Monopoly.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/TKO-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/Heartland_Monopoly.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/TKO-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2014126866165006447)  2026-01-22T00:04Z 69.7K followers, [----] engagements


"$TER Teradyne -- From $181 to $297 Monster quarter and guidance. Giddy up See Jag research below from Dec 2nd. When Japanese equity markets open tonight expect a strong reaction in Advantest $ATEYY in sympathy. Teradyne $TER research: https://t.co/y1D8F9rEC2 Teradyne $TER research: https://t.co/y1D8F9rEC2"  
[X Link](https://x.com/JaguarAnalytics/status/2018439455099560442)  2026-02-02T21:40Z 69.7K followers, 40.3K engagements


"**LARGE HOME BUILDERS SAID TO BE WORKING ON PLAN TO BUILD [--] MILLION "TRUMP HOMES" Massive spike in housing stocks here: $XHB and $ITB components"  
[X Link](https://x.com/JaguarAnalytics/status/2018706779241095593)  2026-02-03T15:22Z 69.7K followers, [----] engagements


"$SPY We are all going to die. My ThinkorSwim is showing me a phantom bar to $69.01 per share"  
[X Link](https://x.com/JaguarAnalytics/status/2018720267984339270)  2026-02-03T16:16Z 69.7K followers, [----] engagements


"$UNP Union Pacific -- Gorgeous breakout in the largest railroad company in the country. Type of name that is so boring that nobody would care to touch. $UNP Union Pacific People are underestimating what this buyout of $NSC means in the long run. Americas first transcontinental railroad. Massive monopoly merger synergies and pricing power resulting in above average CAGR consistently. Ever played Boxcars board game https://t.co/KnnxUTyhxT $UNP Union Pacific People are underestimating what this buyout of $NSC means in the long run. Americas first transcontinental railroad. Massive monopoly"  
[X Link](https://x.com/JaguarAnalytics/status/2018722868696093130)  2026-02-03T16:26Z 69.7K followers, 11K engagements


"No crystal balls here. Just balls. @JaguarAnalytics People wish to have the crystal ball you have @JaguarAnalytics People wish to have the crystal ball you have"  
[X Link](https://x.com/JaguarAnalytics/status/2018729210068738192)  2026-02-03T16:52Z 69.7K followers, [----] engagements


"Oh The McRib is coming back in April. Historically the price of BTC has increased by more than 2x after the McRib returns. Don't fade the McRib. NFA. https://t.co/PhPqltXDqB The McRib is coming back in April. Historically the price of BTC has increased by more than 2x after the McRib returns. Don't fade the McRib. NFA. https://t.co/PhPqltXDqB"  
[X Link](https://x.com/JaguarAnalytics/status/2018840713317023928)  2026-02-04T00:15Z 69.7K followers, 11.1K engagements


"$IGV Its all Bidens fault"  
[X Link](https://x.com/JaguarAnalytics/status/2018875731539877907)  2026-02-04T02:34Z 69.7K followers, [----] engagements


"$QQQ How about this for entertainment: They sold Nasdaq down [-----] points in two days. Now they are going to run Nasdaq back up +1200 points in the next two days after $AMZN and $GOOG blow estimates out of water while $AAPL continues to provide ongoing leadership behind them"  
[X Link](https://x.com/JaguarAnalytics/status/2019119490542542926)  2026-02-04T18:42Z 69.7K followers, 22.7K engagements


"What should I do here Let it run I mean what if this turns into a flash crash cc: @iv2171"  
[X Link](https://x.com/JaguarAnalytics/status/2019430783245861078)  2026-02-05T15:19Z 69.7K followers, 20.5K engagements


"$TXG 10x Genomics -- Why two recent catalysts have created a clear inflection point for growth and valuation: A pivotal court ruling and transition towards industrial scale biology. Slide deck: https://www.jaguaranalytics.com/wp-content/uploads/2026/01/TXG_Turnaround_Thesis_Inflection_Point.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/01/TXG_Turnaround_Thesis_Inflection_Point.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2009680744936059072)  2026-01-09T17:36Z 69.7K followers, 19.9K engagements


"Ill give you one example. The more we do AI inferencing the more the need to secure Edge computing. Bullish for Cloudflare $NET that is getting thrown out as baby with bathwater. [--] months from now when this view becomes clear everyone will be chasing the stock. @JaguarAnalytics Really appreciate you calling out the blanket $IGV carnage the baby with bathwater analogy feels spot on right now. The seat-contraction thesis you laid out in January has aged extremely well but Im curious where you draw the line between legitimate structural pressure vs. @JaguarAnalytics Really appreciate you calling"  
[X Link](https://x.com/JaguarAnalytics/status/2015564808574136341)  2026-01-25T23:17Z 69.7K followers, 54.5K engagements


"Everything is a grift https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8 https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8"  
[X Link](https://x.com/JaguarAnalytics/status/2017973787778592827)  2026-02-01T14:50Z 69.7K followers, [----] engagements


"If you're struggling to understand why AI infrastructure stocks like $NBIS $CIFR $WULF and $IREN are acting so weak or $CRWV delayed construction in Texas or E&C stocks $J and $ACM collapsed after earnings let me offer this explanation: Slide deck: https://www.jaguaranalytics.com/wp-content/uploads/2025/12/AI_s_Thermal_Cliff.pdf https://www.jaguaranalytics.com/wp-content/uploads/2025/12/AI_s_Thermal_Cliff.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2000970771691397231)  2025-12-16T16:46Z 69.7K followers, 246.2K engagements


"$AXSM Please note Axsome Therapeutics is Jaguar Top Long Idea in 1Q26 Outlook. Stock is up +20% today. Giddy up Get your copy of Jaguar 1Q26 Outlook. Then print it and do the following immediately: Put it in your kids stocking and watch them with tears of joy Slide it under your neighbors door as a holiday surprise Leave a copy in the break room and watch the office alpha quietly https://t.co/nLgP6j9HmP Get your copy of Jaguar 1Q26 Outlook. Then print it and do the following immediately: Put it in your kids stocking and watch them with tears of joy Slide it under your neighbors door as a"  
[X Link](https://x.com/JaguarAnalytics/status/2006406274678759521)  2025-12-31T16:45Z 69.7K followers, [----] engagements


"$CGON CG Oncology -- Anyone remember this 😀 Check out that power candle. Up +27% and climbing. Giddy up $CGON The CG Oncology Bet https://t.co/9oFDefz4mS $CGON The CG Oncology Bet https://t.co/9oFDefz4mS"  
[X Link](https://x.com/JaguarAnalytics/status/2009677844528374104)  2026-01-09T17:25Z 69.7K followers, [----] engagements


"**CHINA APPROVES FIRST BATCH OF NVIDIA'S H200 AI CHIPS FOR IMPORT Bullish for GDS Holdings $GDS https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28 https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28"  
[X Link](https://x.com/JaguarAnalytics/status/2016360294398800256)  2026-01-28T03:58Z 69.7K followers, [----] engagements


"$COPX Starter position. Going to build this to a decent size over time"  
[X Link](https://x.com/JaguarAnalytics/status/2018146290530468203)  2026-02-02T02:15Z 69.7K followers, 43K engagements


"Broadening -- Problem with many investors on X is nobody cares about things like FedEx $FDX General Motors $GM JB Hunt $JBHT Pepsi $PEP Procter & Gamble $PG Exxon Mobil $XOM etc. Imagine the reaction I would get if I start a Spaces titled: "FedEx will triple in 2026" 🤣"  
[X Link](https://x.com/JaguarAnalytics/status/2018728474295353499)  2026-02-03T16:49Z 69.7K followers, 31.4K engagements


"Complete destruction in private credit: $ARCC $OWL $OBDC $BXSL $MAIN $HTGC $GBDC $ARES. This is what happens when you put a hawk in charge to run the Fed instead of somebody like Rick Rieder that would've paid attention to credit as his lifelong experience"  
[X Link](https://x.com/JaguarAnalytics/status/2018743016861892819)  2026-02-03T17:46Z 69.7K followers, 36.8K engagements


"$SPGI $MCO S&P Global and Moody's -- When dumb gets dumber. I guess AI is disrupting credit rating agencies as well. At this point all of this mindless selling from AI fears is starting to look as stupid as fears of societal change from GLP-1 weight loss drugs"  
[X Link](https://x.com/JaguarAnalytics/status/2018827654414164435)  2026-02-03T23:23Z 69.7K followers, 25.2K engagements


"Congratulations to all Ass Tea holders @mikealfred"  
[X Link](https://x.com/JaguarAnalytics/status/2019919522438791175)  2026-02-06T23:41Z 69.7K followers, 30.9K engagements


"$KTOS Kratos Defense Time to Run the Gauntlet The first gauntlet begins on Feb [--] when participants will bring UAS prototypes to Fort Benning. [--] vendors will be selected to produce 30k units at $5k ASP each and deliver by July. More on Jag home page: https://www.jaguaranalytics.com/home-post/kratos-defense-ktos-time-to-run-the-gauntlet/ https://www.jaguaranalytics.com/home-post/kratos-defense-ktos-time-to-run-the-gauntlet/"  
[X Link](https://x.com/JaguarAnalytics/status/2020235472069603706)  2026-02-07T20:37Z 69.7K followers, 19.5K engagements


"Next year half time show should be in Punjabi just to piss him off again"  
[X Link](https://x.com/JaguarAnalytics/status/2020700894409486512)  2026-02-09T03:26Z 69.7K followers, 27.9K engagements


"$CRDO Credo is pre-announcing Q4 sales of $406M vs $340M estimate big beat. Likely positive readthrough for $ALAB Astera. Hyperscalers do not buy cables from Credo without also buying retimers and connectivity chips from Astera to manage data flow between servers"  
[X Link](https://x.com/JaguarAnalytics/status/2020972309813903752)  2026-02-09T21:25Z 69.7K followers, 27.1K engagements


"$SWK Stanley Black & Decker -- What if I told you the future of this boring toolmaker is incredibly bright I expect stock to re-rate in waves driven by mass adoption of DEWALT's autonomous drilling robot. Jag research: Slides: https://www.jaguaranalytics.com/wp-content/uploads/2026/02/SWK_The_AI_Infrastructure_Play.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/SWK-Note.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/SWK_The_AI_Infrastructure_Play.pdf https://www.jaguaranalytics.com/wp-content/uploads/2026/02/SWK-Note.pdf"  
[X Link](https://x.com/JaguarAnalytics/status/2021043375504277913)  2026-02-10T02:07Z 69.7K followers, 11.8K engagements


"People need to stop looking at Space Tech as some speculative bet on travel to the Moon/Mars and start treating them as emerging future defense primes. This especially applies to $RKLB $PL and $LUNR"  
[X Link](https://x.com/JaguarAnalytics/status/2021061203309756802)  2026-02-10T03:18Z 69.7K followers, 18.5K engagements


"What in the world is going on with Charles Schwab $SCHW Does anyone know I don't see any news. Now seeing Morgan Stanley $MS and Interactive Brokers $IBKR also coming under pressure intra-day"  
[X Link](https://x.com/JaguarAnalytics/status/2021256455236604342)  2026-02-10T16:14Z 69.7K followers, 225.2K engagements


"Only matter of time when OpenAI launches MintGPT to disrupt toothpaste biz so thinking about shorting Procter & Gamble $PG @JaguarAnalytics Possible revenue impact on advisors from Ai. @JaguarAnalytics Possible revenue impact on advisors from Ai"  
[X Link](https://x.com/JaguarAnalytics/status/2021271705855926312)  2026-02-10T17:15Z 69.7K followers, 10.3K engagements


"Pain trade continues to be "Broadening" -- basket of stocks that nobody wants to own because they are not sexy enough $RSP $SPY -- Jag last [--] months: "Truck drivers are beating software engineers." -- Jag next [--] months: "Truck drivers are beating chip makers." $UNP Union Pacific People are underestimating what this buyout of $NSC means in the long run. Americas first transcontinental railroad. Massive monopoly merger synergies and pricing power resulting in above average CAGR consistently. Ever played Boxcars board game https://t.co/KnnxUTyhxT $UNP Union Pacific People are underestimating"  
[X Link](https://x.com/JaguarAnalytics/status/2021277195872637331)  2026-02-10T17:36Z 69.7K followers, 11.2K engagements


"Railroads: $UNP $CP $CSX $CNI If I run a Spaces about Bitcoin a thousand people will show up just to lose more money. But if I run a Spaces about Railroads a hundred people will show up just to make fun about making money"  
[X Link](https://x.com/JaguarAnalytics/status/2021278870754771032)  2026-02-10T17:43Z 69.7K followers, 22.7K engagements


"So lets do some math here. If it takes you [--] seconds to review profile and block thats a total [-----] days. If you work [--] hrs/day thats [----] full time working days just to block people. Imagine if you had spent [--] days researching Ass Tea. Oh shit Im gonna get blocked 🤯 I have blocked over [------] people and bots over the last [--] months. If I tolerated idiocy and time wasting I would have [------] followers now. But I dont. So consider yourself smart and competent. If you werent you would be blocked too. I have blocked over [------] people and bots over the last [--] months. If I tolerated idiocy"  
[X Link](https://x.com/JaguarAnalytics/status/2021371048231330097)  2026-02-10T23:49Z 69.7K followers, 14.6K engagements


"Bullish for $BTU Peabody Energy https://www.bloomberg.com/news/articles/2026-02-11/trump-to-direct-pentagon-to-buy-coal-in-bid-to-revive-industry https://www.bloomberg.com/news/articles/2026-02-11/trump-to-direct-pentagon-to-buy-coal-in-bid-to-revive-industry"  
[X Link](https://x.com/JaguarAnalytics/status/2021422500127916353)  2026-02-11T03:14Z 69.7K followers, [----] engagements


"Russell $IWM has not had a single [--] minute green candle since the opening bell. [--] minutes of nonstop selling"  
[X Link](https://x.com/JaguarAnalytics/status/2021606592286757327)  2026-02-11T15:25Z 69.7K followers, [----] engagements


"Generac $GNRC -- Buy smokestack. Wear diamonds. Thank you everyone for panicking few months ago. "Order backlog at $400 million for large megawatt generators with the majority expected to ship in [----] supporting a goal to double CNI product sales in the years ahead." $GNRC Generac -- Stupid selloff driven by short-sightedness of Q3 that is behind us. All because it wasn't an active hurricane season. Dumb While many miss the fact data center backlog doubled in [--] months. FY26-28 sales estimates are going higher +4% to +8% while people panic. https://t.co/XSCftRANcy $GNRC Generac -- Stupid"  
[X Link](https://x.com/JaguarAnalytics/status/2021620360580562977)  2026-02-11T16:20Z 69.7K followers, 12.4K engagements


"@jaydubs83 $GNRC Not sure where you've been. We closed short term calls in November to avoid theta decay and bought leaps in early December. Here is link to webinar discussion: https://www.jaguaranalytics.com/webinar/jaguarwebinar-summary-december-4/ https://www.jaguaranalytics.com/webinar/jaguarwebinar-summary-december-4/"  
[X Link](https://x.com/JaguarAnalytics/status/2021623931749470561)  2026-02-11T16:34Z 69.7K followers, [---] engagements


"$GFS Power candle +16% Giddy up $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN"  
[X Link](https://x.com/JaguarAnalytics/status/2021647607630811261)  2026-02-11T18:08Z 69.7K followers, [----] engagements


"Pain Trade: Broadening overplayed Since Oct the key to outperformance has been long the basket that nobody wants specially smokestacks: Chemicals railroads metals industrials energy. But now see a lot of blowoff candles. So may be Nasdaq $QQQ outperforms $RSP from here"  
[X Link](https://x.com/JaguarAnalytics/status/2022018598299144256)  2026-02-12T18:42Z 69.7K followers, 15K engagements


"I mean $MSFT at $400 $AMZN at $200 $NFLX at $76 and today they sent $AAPL down -5% just because why not and everyone forgot they crushed earnings recently $CSCO down -11% $IBM destroyed in [--] days like its going out of business and Software $IGV don't even ask"  
[X Link](https://x.com/JaguarAnalytics/status/2022019644496936997)  2026-02-12T18:47Z 69.7K followers, [----] engagements


"$RKLB is below where it was when they won $800M defense contract. $PL back to when they won Swedish Army contract and launched high resolution Pelican satellites. You can either take advantage of 35%+ drawdowns or just keep panicking and calling them a bubble. I added more 👇"  
[X Link](https://x.com/JaguarAnalytics/status/2022058121380975080)  2026-02-12T21:19Z 69.7K followers, 18.7K engagements


"No AI disruption in Jag. Only productivity improvement"  
[X Link](https://x.com/JaguarAnalytics/status/2022069898265162197)  2026-02-12T22:06Z 69.7K followers, [----] engagements


"$COPX Copper futures could be getting ready to make another move soon. $COPX Starter position. Going to build this to a decent size over time. https://t.co/6OXB6ImDp3 $COPX Starter position. Going to build this to a decent size over time. https://t.co/6OXB6ImDp3"  
[X Link](https://x.com/JaguarAnalytics/status/2022119255488311659)  2026-02-13T01:22Z 69.7K followers, 11.4K engagements


"$KOPN Let's see if Kopin catches a bid on this news tomorrow. https://www.war.gov/News/Releases/Release/Article/4405418/dow-strengthens-domestic-production-of-critical-display-technologies/ https://www.war.gov/News/Releases/Release/Article/4405418/dow-strengthens-domestic-production-of-critical-display-technologies/"  
[X Link](https://x.com/JaguarAnalytics/status/2022142234003746822)  2026-02-13T02:54Z 69.7K followers, [----] engagements


"$YELP Apparently Yelp still exists. Stock trades at 0.8x sales and 9x earnings. Nobody cares"  
[X Link](https://x.com/JaguarAnalytics/status/2022160628644024401)  2026-02-13T04:07Z 69.7K followers, [----] engagements


"$SPY Now that everyone is panicking and running around like chicken with head cut-off expect the S&P to stage a rally and breakout to new 52-week high. The data we got on Wed (NFP +130k vs +65k est) and today (CPI 2.4% vs 2.5% est) this is definition of Goldilocks"  
[X Link](https://x.com/JaguarAnalytics/status/2022311207856665005)  2026-02-13T14:05Z 69.7K followers, 25.7K engagements


"$PANW $NET $CRWD This is good news for cyber security stocks. And when they all rip higher expect everyone to forget about stupid AI disruption that sent them down to begin with"  
[X Link](https://x.com/JaguarAnalytics/status/2022322251140375030)  2026-02-13T14:49Z 69.7K followers, [----] engagements


"Lodging $MAR $H $HLT -- My views from Jaguar 1Q26 Outlook. "Agentic AI in Hotel Rooms" Now do yourself a favor and pull up these charts and see how they have responded strongly to earnings this week. Another example of pain trade: "Broadening" Get your copy of Jaguar 1Q26 Outlook. Then print it and do the following immediately: Put it in your kids stocking and watch them with tears of joy Slide it under your neighbors door as a holiday surprise Leave a copy in the break room and watch the office alpha quietly https://t.co/nLgP6j9HmP Get your copy of Jaguar 1Q26 Outlook. Then print it and do"  
[X Link](https://x.com/JaguarAnalytics/status/2021978477214478839)  2026-02-12T16:03Z 69.7K followers, [----] engagements


"$RIVN One year from now when Rivian's R2 becomes the hottest selling electric SUV you're going to tell yourself: "Damn Why didn't I buy the stock when it was at low-teens before the launch""  
[X Link](https://x.com/JaguarAnalytics/status/2022061564233494915)  2026-02-12T21:33Z 69.7K followers, 28.7K engagements


"It seems corporate America doesn't like doing stock splits anymore due to availability of fractional shares. That's fine but without "fractional options" the pain point remains for option traders. The avg price of stock in the S&P has increased from $78 to $233 in [--] years"  
[X Link](https://x.com/JaguarAnalytics/status/2022145539664756818)  2026-02-13T03:07Z 69.7K followers, [----] engagements


"@TiltFolio $RSP is the S&P [---] Index. It's up +5% YTD and sitting near record high while Microsoft Meta Amazon Netflix etc. all down double digit percentage. The notion that market can't go higher without Mags is just silly. lt has been going higher for several months without Mags"  
[X Link](https://x.com/JaguarAnalytics/status/2022332697834914036)  2026-02-13T15:31Z 69.7K followers, [---] engagements

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