# ![@JimmyButlerCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1202974099850575872.png) @JimmyButlerCap John Wix

John Wix posts on X about ai, $app, $intc, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1202974099850575872/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1202974099850575872/c:line/m:interactions.svg)

- [--] Week [-----] -48%
- [--] Month [------] +59%
- [--] Months [-------] -43%
- [--] Year [---------] +7%

### Mentions: [--] [#](/creator/twitter::1202974099850575872/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1202974099850575872/c:line/m:posts_active.svg)

- [--] Week [--] +11%
- [--] Month [---] +76%
- [--] Months [---] +84%
- [--] Year [-----] -26%

### Followers: [---] [#](/creator/twitter::1202974099850575872/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1202974099850575872/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] +2.30%
- [--] Months [---] +48%
- [--] Year [---] +85%

### CreatorRank: [-------] [#](/creator/twitter::1202974099850575872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1202974099850575872/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  65.49% [finance](/list/finance)  29.2% [technology brands](/list/technology-brands)  21.24% [countries](/list/countries)  8.85% [cryptocurrencies](/list/cryptocurrencies)  3.54% [fashion brands](/list/fashion-brands)  2.65% [social networks](/list/social-networks)  1.77% [financial services](/list/financial-services)  #1100 [luxury brands](/list/luxury-brands)  0.88% [products](/list/products)  0.88%

**Social topic influence**
[ai](/topic/ai) 13.27%, [$app](/topic/$app) 7.96%, [$intc](/topic/$intc) 5.31%, [$nvda](/topic/$nvda) 4.42%, [money](/topic/money) 4.42%, [$hims](/topic/$hims) 4.42%, [meta](/topic/meta) 4.42%, [$uber](/topic/$uber) #895, [$xle](/topic/$xle) #16, [$googl](/topic/$googl) 3.54%

**Top accounts mentioned or mentioned by**
[@maldofino](/creator/undefined) [@revcap](/creator/undefined) [@downtown](/creator/undefined) [@eastcap](/creator/undefined) [@sleepysolcap](/creator/undefined) [@altcap](/creator/undefined) [@fundsmithllp](/creator/undefined) [@vp](/creator/undefined) [@jdcmedlock](/creator/undefined) [@savanarola5](/creator/undefined) [@welfarecapllc](/creator/undefined) [@tidefallcapital](/creator/undefined) [@citrini7](/creator/undefined) [@bookdepth](/creator/undefined) [@contrariancurse](/creator/undefined) [@thomabravo](/creator/undefined) [@ecommerceshares](/creator/undefined) [@coffeemeetscap](/creator/undefined) [@shortsightedcap](/creator/undefined) [@buccocapital](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Intel Corporation (INTC)](/topic/$intc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Morningstar, Inc. (MORN)](/topic/$morn) [Snap, Inc. (SNAP)](/topic/$snap) [Novo-Nordisk (NVO)](/topic/$nvo) [Walmart, Inc. (WMT)](/topic/$wmt) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [CBRE Group Inc (CBRE)](/topic/$cbre) [GammaSwap (GS)](/topic/$gs) [Vixco (VIX)](/topic/$vix) [Sleepless AI (AI)](/topic/$ai) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Wells Fargo & Co (WFC)](/topic/$wfc) [Chime Financial, Inc (CHYM)](/topic/$chym) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Decentral Games (DG)](/topic/$dg) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Roblox Corp. (RBLX)](/topic/$rblx) [1stdibs.com, Inc. (DIBS)](/topic/$dibs) [Fiserv, Inc. (FI)](/topic/$fi) [Tapestry, Inc. (TPR)](/topic/$tpr) [EQT, Corp. (EQT)](/topic/$eqt) [Williams Companies Inc (WMB)](/topic/$wmb) [Energy Fuels Inc. (UUUU)](/topic/$uuuu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Good reminder VC marks are off when Bilt is worth $10.75B. 750K cardholders drops 50%+ now old cards go automatically to $WFC and [---] cards not as good. Millions is units under property partners not active users. Worth more than $CHYM which has a real biz plan"  
[X Link](https://x.com/JimmyButlerCap/status/2011674453965680685)  2026-01-15T05:38Z [---] followers, [----] engagements


"$DJI breaking $50K on a strong jobs report Crowded trade breaking down"  
[X Link](https://x.com/JimmyButlerCap/status/2021611671198822756)  2026-02-11T15:45Z [---] followers, [---] engagements


"The best charts in this market are upside down"  
[X Link](https://x.com/JimmyButlerCap/status/2021967682728611885)  2026-02-12T15:20Z [---] followers, [---] engagements


"Good thing consumer doesnt have any exposure to white collar labor This rotation is hilarious. We are bearish on tech/software so let's absolutely cram into consumer and industrials at ATH. This rotation is hilarious. We are bearish on tech/software so let's absolutely cram into consumer and industrials at ATH"  
[X Link](https://x.com/JimmyButlerCap/status/2022001753563267320)  2026-02-12T17:35Z [---] followers, [---] engagements


"$UBER I like @Downtown but why are you as a serious company having your COO take time out of their day to manage the retail narrative on Uber unless said narrative has teeth"  
[X Link](https://x.com/JimmyButlerCap/status/2022006005610299820)  2026-02-12T17:52Z [---] followers, [---] engagements


"@east_cap Rolex bought Bucherer Europes biggest watch retailer so Watches of Switzerland will likely be without Rolex"  
[X Link](https://x.com/JimmyButlerCap/status/1748118274464698590)  2024-01-18T23:00Z [---] followers, [---] engagements


"@rev_cap Eric Adams is going to practically be a republican to get that pardon"  
[X Link](https://x.com/JimmyButlerCap/status/1862896236648407185)  2024-11-30T16:27Z [---] followers, [---] engagements


"Yeah a logical take is both $NVDA and $AVGO latest guides cant be right at the same time $AVGO $NVDA so based on Hock's guide. that's 320b of revenue just between the two of them in [----]. I doubt that. Models are actually perfect for custom ASICs because the models themselves can be generalized so the chip doesn't have to be. This is super bad for NVDA. $AVGO $NVDA so based on Hock's guide. that's 320b of revenue just between the two of them in [----]. I doubt that. Models are actually perfect for custom ASICs because the models themselves can be generalized so the chip doesn't have to be. This"  
[X Link](https://x.com/JimmyButlerCap/status/1867711124868591718)  2024-12-13T23:20Z [---] followers, [----] engagements


"@Sleepysolcap Time for the $DG pitches again"  
[X Link](https://x.com/anyuser/status/1886102900474032583)  2025-02-02T17:22Z [---] followers, [----] engagements


"$GLBE is cheap for a true Rule of [--] company anyone know the story there"  
[X Link](https://x.com/JimmyButlerCap/status/1932989564790182182)  2025-06-12T02:33Z [---] followers, [----] engagements


"$RBLX has what I call the middle finger pattern almost always goes 30% lower"  
[X Link](https://x.com/JimmyButlerCap/status/1957982969567875301)  2025-08-20T01:48Z [---] followers, [----] engagements


"SoftBank buys $INTC at $23 wow thats bullish Nvidia or Amazon buys $INTC at $23 dilution what a scam Market does not know how to trade this name because its been a dog for so long Intel in talks with other large investors for equity boost at discount sources say https://t.co/bscldOPfMq Intel in talks with other large investors for equity boost at discount sources say https://t.co/bscldOPfMq"  
[X Link](https://x.com/JimmyButlerCap/status/1958178254377861155)  2025-08-20T14:44Z [---] followers, [----] engagements


"$DIBS actually pretty interesting small cap guys might be onto something"  
[X Link](https://x.com/JimmyButlerCap/status/1981917036403204367)  2025-10-25T02:53Z [---] followers, [---] engagements


"$FI Clover is not going to last under the Fiserv umbrella. Tobi Lukte Jared Isaacman and Jack Dorsey (sober) arent dumb. Look at this mismanagement- adds fees on the clover side of the biz and removes them less than a year later"  
[X Link](https://x.com/JimmyButlerCap/status/1983509163033481255)  2025-10-29T12:20Z [---] followers, [----] engagements


"$LKNCY Imagine the intel you could collect by putting hidden mics at every blue bottle in SF"  
[X Link](https://x.com/JimmyButlerCap/status/2000959467429748785)  2025-12-16T16:01Z [---] followers, [---] engagements


"Working on the [----] portfolio $MU $TPR finished #3 and #14 in S&P [---] respectively. Here was MU initiation last yr Portfolio for Q1 2025: MU 18% TPR 13% TKO 12% EXPE 12% WIX 9% HUM 7% LULU 7% REGN 6% COIN 5% FORM 5% + 7% Cash Portfolio for Q1 2025: MU 18% TPR 13% TKO 12% EXPE 12% WIX 9% HUM 7% LULU 7% REGN 6% COIN 5% FORM 5% + 7% Cash"  
[X Link](https://x.com/JimmyButlerCap/status/2006447728323342420)  2025-12-31T19:29Z [---] followers, [---] engagements


"Just a silly statement to be making in [----] $BYDDF"  
[X Link](https://x.com/JimmyButlerCap/status/2013349289972388056)  2026-01-19T20:34Z [---] followers, [---] engagements


"Weekly Theme Scanner 1/24/26 $SLV $EQT $WMB $UUUU Less action this week. Money is flowing into metals commodities and oil not tech"  
[X Link](https://x.com/JimmyButlerCap/status/2015163897460756842)  2026-01-24T20:44Z [---] followers, [---] engagements


"Selling $UEC switching to $SRUUF. A lot of the miners are overvalued on fundamentals"  
[X Link](https://x.com/JimmyButlerCap/status/2016895430412411203)  2026-01-29T15:25Z [---] followers, [---] engagements


""If the money flowed out of metals last week and is not going to crypto or tech where is it going" Some candidates: energy $XLE materials $XLB industrials $XLI staples. Things that work in an inflationary environment"  
[X Link](https://x.com/JimmyButlerCap/status/2018221145674129764)  2026-02-02T07:13Z [---] followers, [---] engagements


"Ok $CRML single was an insider on this $12B Trump announcement. They bought March [--] calls. The stock is trading at [--] 🤯 Weekly Theme Scanner: Oil names leading $XOM. Had large call buyers roll down on $GLD and $SLV on Friday likely got wiped out https://t.co/SD5OJHPy8D Weekly Theme Scanner: Oil names leading $XOM. Had large call buyers roll down on $GLD and $SLV on Friday likely got wiped out https://t.co/SD5OJHPy8D"  
[X Link](https://x.com/JimmyButlerCap/status/2018346584400855465)  2026-02-02T15:31Z [---] followers, [---] engagements


"Ok with buying the dip on $CPNG here. You have @altcap having Vance pressure on Korea top ten Druckenmiller position. LT korean demographics are an issue but short term there has to be a wealth effect between Samsung and SK Hynix"  
[X Link](https://x.com/JimmyButlerCap/status/2018375470698365329)  2026-02-02T17:26Z [---] followers, [---] engagements


"People know $MORN owns pitchbook right Its not the just the boomer investing analytics co"  
[X Link](https://x.com/JimmyButlerCap/status/2018716135387017242)  2026-02-03T16:00Z [---] followers, [---] engagements


"The market is the best economist out there. [--] out of [--] economists missed that ISM print and the market was loading up on $XLI and $XLB all of January "If the money flowed out of metals last week and is not going to crypto or tech where is it going" Some candidates: energy $XLE materials $XLB industrials $XLI staples. Things that work in an inflationary environment https://t.co/4EAibLmHsb "If the money flowed out of metals last week and is not going to crypto or tech where is it going" Some candidates: energy $XLE materials $XLB industrials $XLI staples. Things that work in an inflationary"  
[X Link](https://x.com/JimmyButlerCap/status/2018720335336554697)  2026-02-03T16:16Z [---] followers, [---] engagements


"I dont think $APP is opposed to M&A. Were actively bidding for TikTok for a while. Can get $PINS or $SNAP for cheap and fortify the moat $app Needs some bolder m&a. Adam still talking buybacks at $200bl mkt cap like he was at $30bl was big turn off for me. Roku/ttd/pins are basically there for taking at peanut multiples so maybe make a move. $app Needs some bolder m&a. Adam still talking buybacks at $200bl mkt cap like he was at $30bl was big turn off for me. Roku/ttd/pins are basically there for taking at peanut multiples so maybe make a move"  
[X Link](https://x.com/JimmyButlerCap/status/2019069986526900233)  2026-02-04T15:26Z [---] followers, [----] engagements


"$SNAP might be profitable dont think small DAU drop matters that much"  
[X Link](https://x.com/JimmyButlerCap/status/2019159179991347337)  2026-02-04T21:20Z [---] followers, [---] engagements


"$RBRK weird pre release. Beating guide but no #s. Maybe do updated guidance range Token insider buy Authorise buyback Where is CRO going"  
[X Link](https://x.com/JimmyButlerCap/status/2019218619960348969)  2026-02-05T01:16Z [---] followers, [---] engagements


"$HIMS desperate and dumb [--]. GLP-1 compounding smart customer acquisition was legal while Novo didnt have syringes [--]. Wegovy pills- not in shortage advertising it on Hims as Same Active Ingredient as Wegovy. Easy $1B lawsuit from $NVO + false advertising class action *HIMS AND HERS HEALTH LAUNCH COPY OF WEGOVY PILL AT $49: REUTERS *HIMS AND HERS HEALTH LAUNCH COPY OF WEGOVY PILL AT $49: REUTERS"  
[X Link](https://x.com/JimmyButlerCap/status/2019459613100212316)  2026-02-05T17:14Z [---] followers, [----] engagements


"@maldofino Issue with NVO is if bodybuilders are a leading indicator $LLY reta is the best drug out there"  
[X Link](https://x.com/JimmyButlerCap/status/2019473021380051211)  2026-02-05T18:07Z [---] followers, [---] engagements


"One factor in all these mega capex guides this qtr is the 100% bonus depreciation in OBBBA. $META $GOOGL and $AMZN are going to pay 50% lower taxes while taking your jobs away with AI. Will be a fun path to AOC 2028"  
[X Link](https://x.com/JimmyButlerCap/status/2019559858664849732)  2026-02-05T23:52Z [---] followers, [---] engagements


"3 headwinds for Mag7: [--]. Microsofts or Amazons backlogs tied to OpenAI/Anthropic are bigger in absolute size than the $ORCL deal the market hates [--]. Mega IPOs: SpaceX OpenAI Anthropic create flow completion [--]. Buybacks - debt/equity issuance also creates flow headwinds"  
[X Link](https://x.com/JimmyButlerCap/status/2019778616414933177)  2026-02-06T14:22Z [---] followers, [---] engagements


"$HIMS hire new lawyers dummies $HIMS desperate and dumb [--]. GLP-1 compounding smart customer acquisition was legal while Novo didnt have syringes [--]. Wegovy pills- not in shortage advertising it on Hims as Same Active Ingredient as Wegovy. Easy $1B lawsuit from $NVO + false advertising class action $HIMS desperate and dumb [--]. GLP-1 compounding smart customer acquisition was legal while Novo didnt have syringes [--]. Wegovy pills- not in shortage advertising it on Hims as Same Active Ingredient as Wegovy. Easy $1B lawsuit from $NVO + false advertising class action"  
[X Link](https://x.com/JimmyButlerCap/status/2019801975047569574)  2026-02-06T15:54Z [---] followers, [---] engagements


"Keep an eye on non farm payrolls tmr. Was delayed from Friday due to partial shutdown but Hassett may have had the data and is signalling lower. Potentially meaningful for the $DJI where a lot of investors positioned for economic reaccel at the 50K psych level"  
[X Link](https://x.com/JimmyButlerCap/status/2021243859968074217)  2026-02-10T15:24Z [---] followers, [---] engagements


"@maldofino Its an inferior company to Uber but its an obvious acquisition target somebody will take it at these levels eventually"  
[X Link](https://x.com/JimmyButlerCap/status/2021965369381134657)  2026-02-12T15:11Z [---] followers, [--] engagements


"One problem is $NVDA does not look healthy having stalled at the [---] price level. A potential issue for Nvidia is memory prices are an input to the cost of GPUs"  
[X Link](https://x.com/JimmyButlerCap/status/2018221147909767355)  2026-02-02T07:13Z [---] followers, [---] engagements


"Why not just full port $TPL down here"  
[X Link](https://x.com/JimmyButlerCap/status/1991243138053083616)  2025-11-19T20:32Z [---] followers, [----] engagements


"Stalling price action in Q's/NVDA. combined with blow off in SNDK BTC drop bad action in software MSFT/NOW plenty of warning signs for tech. Some things that look good: $PM $TRGP $YPF $LYB $HUN"  
[X Link](https://x.com/JimmyButlerCap/status/2018221149998510401)  2026-02-02T07:13Z [---] followers, [---] engagements


"You cant pull off a @FundsmithLLP strategy in todays market. $TRI long-term compounder hasnt missed a quarter on earnings. But Claude made Westlaw a zero and youre down 50% in [--] months"  
[X Link](https://x.com/JimmyButlerCap/status/2019044708002283856)  2026-02-04T13:45Z [---] followers, [----] engagements


"$QQQ 🧵The Q's attempted a breakout at the end of October and have gone nowhere for 10+ weeks. These are similar to the conditions heading into the [----] and April [----] bear markets"  
[X Link](https://x.com/anyuser/status/2018221143660900671)  2026-02-02T07:13Z [---] followers, [----] engagements


"ok Ill be in cash from here until $NDX tests $22K. Might be a month or three months but seasonality not great into April those hiding in staples/industrials and $WMT need to get smoked retail investors getting shaky VIX needs to get above [--] $QQQ 🧵The Q's attempted a breakout at the end of October and have gone nowhere for 10+ weeks. These are similar to the conditions heading into the [----] and April [----] bear markets https://t.co/PiwSit01rj $QQQ 🧵The Q's attempted a breakout at the end of October and have gone nowhere for 10+ weeks. These are similar to the conditions heading into the 2022"  
[X Link](https://x.com/anyuser/status/2019545590250778680)  2026-02-05T22:56Z [---] followers, [----] engagements


"This is competition with $PLTR btw OpenAI and Anthropic are expanding into consulting roles as large enterprise customers struggle to deploy reliable AI agents out of the box. OpenAI is reportedly hiring hundreds of engineers to help clients integrate models like ChatGPT into real systems tailoring them with https://t.co/cukiAPndJH OpenAI and Anthropic are expanding into consulting roles as large enterprise customers struggle to deploy reliable AI agents out of the box. OpenAI is reportedly hiring hundreds of engineers to help clients integrate models like ChatGPT into real systems tailoring"  
[X Link](https://x.com/JimmyButlerCap/status/2021249007016710321)  2026-02-10T15:44Z [---] followers, [---] engagements


"labor market and retail sales slowing GDP still holding up (AI capex) very noticeable Iran buildup oil and inflation names leading fed delays cuts and considers hikes until too late Powell is too late Getting February [----] vibes here Getting February [----] vibes here"  
[X Link](https://x.com/JimmyButlerCap/status/2021348611897033160)  2026-02-10T22:20Z [---] followers, [---] engagements


"$MORN Claude build me a copy of Pitchbook make no mistakes"  
[X Link](https://x.com/JimmyButlerCap/status/2021455734945480781)  2026-02-11T05:26Z [---] followers, [---] engagements


"Adding $VEEV March [---] puts. Yes oversold some factors here: [--]. Anthropic is targeting healthcare can get a SCHW/RJF day on this soon [--]. PBC arent legally required to prioritize profit [--]. A lot of medical regulatory/patent info is public- could be replicable"  
[X Link](https://x.com/anyuser/status/2021614157770990031)  2026-02-11T15:55Z [---] followers, [---] engagements


"$VEEV Feels like we hear about an update on this with Claude [---] soon"  
[X Link](https://x.com/JimmyButlerCap/status/2021617701454774378)  2026-02-11T16:09Z [---] followers, [---] engagements


"I really dont understand what were doing here if AI is replacing real estate agents $CBRE why is $GS heading to [----] isnt there a $/labor component baked into IPO costs"  
[X Link](https://x.com/anyuser/status/2021705152361533683)  2026-02-11T21:57Z [---] followers, [----] engagements


"$UBER is not that cheap"  
[X Link](https://x.com/JimmyButlerCap/status/2021957379856720378)  2026-02-12T14:39Z [---] followers, [----] engagements


"$UBER Adding April [--] puts. Management has gone everywhere last two weeks: CNBC Bloomberg podcast to talk down the Waymo threat and the stock still looks like this. Oh and Waymo just launched in Nashville but exclusive to $LYFT this time"  
[X Link](https://x.com/JimmyButlerCap/status/2021962368352498049)  2026-02-12T14:59Z [---] followers, [---] engagements


"Trumps going to change his mind on fed chair in two weeks if this keeps up #DOW50K"  
[X Link](https://x.com/JimmyButlerCap/status/2022000333392957921)  2026-02-12T17:30Z [---] followers, [---] engagements


"$GS AI loser time to start the convo I really dont understand what were doing here if AI is replacing real estate agents $CBRE why is $GS heading to [----] isnt there a $/labor component baked into IPO costs I really dont understand what were doing here if AI is replacing real estate agents $CBRE why is $GS heading to [----] isnt there a $/labor component baked into IPO costs"  
[X Link](https://x.com/JimmyButlerCap/status/2022099772656783701)  2026-02-13T00:05Z [---] followers, [---] engagements


"Interesting tour stops from JD Vance $XLE .@VP and the Second Family arrive in Azerbaijan after a productive visit to Armenia https://t.co/uCmsQ0bKOH .@VP and the Second Family arrive in Azerbaijan after a productive visit to Armenia https://t.co/uCmsQ0bKOH"  
[X Link](https://x.com/JimmyButlerCap/status/2021251201124221155)  2026-02-10T15:53Z [---] followers, [---] engagements


"In case you need a recap on why every software stock is getting killed $IGV https://www.fintechbrainfood.com/p/the-saaspocalypse https://www.fintechbrainfood.com/p/the-saaspocalypse"  
[X Link](https://x.com/JimmyButlerCap/status/2021798019352744184)  2026-02-12T04:06Z [---] followers, [---] engagements


"$VIX [--] is high but dont feel panic. Thursday first broad sell off $WMT still got a bid. Markets waiting on something Iran Buildup obvious talks failing. Trump likely delayed past Super Bowl. Second carrier was sent this week $XLE still being bid $VIX 🤔 https://t.co/1ACtkKR68P $VIX 🤔 https://t.co/1ACtkKR68P"  
[X Link](https://x.com/JimmyButlerCap/status/2022707815840911426)  2026-02-14T16:21Z [---] followers, [---] engagements


"$MAGS Everything we build is leased instantly. Have to keep building Leased to who OpenAI and Anthropic They can pay 200B Yes over [--] years. Once they IPO The Largest IPO ever raised $25B Theyll raise $50B earn rest via API Chinese models are 10x cheaper nvm Give it another couple months but there is a fine line between the hypers building the new infrastructure layer that no one else can afford to build And the market tagging them as absolute retards and this being a super low ROIC pursuit Give it another couple months but there is a fine line between the hypers building the new"  
[X Link](https://x.com/JimmyButlerCap/status/2022777376644411753)  2026-02-14T20:58Z [---] followers, [---] engagements


"@jdcmedlock @savanarola5 Dont need to repeal it. Looks like the free market is solving the issue on its own"  
[X Link](https://x.com/JimmyButlerCap/status/1705275959425855980)  2023-09-22T17:40Z [---] followers, [----] engagements


"Bought a large amount of $HIMS considering it for core portfolio. Stocks with this type of revenue growth do not usually give you second chances to get in but thanks to Andrew's tweets there is one"  
[X Link](https://x.com/JimmyButlerCap/status/1786467925097889848)  2024-05-03T18:48Z [---] followers, [----] engagements


"If fed cuts September $OPEN doubles I dont make the rules"  
[X Link](https://x.com/JimmyButlerCap/status/1800900529234800795)  2024-06-12T14:38Z [---] followers, [----] engagements


"Quick look at $INTC employee threads. Not worth the headache even below book value"  
[X Link](https://x.com/JimmyButlerCap/status/1819112114558013705)  2024-08-01T20:45Z [---] followers, [----] engagements


"This $MU dip is a gift. iPhone [--] unveils underwhelming AI features. iPhone preorders disappoint. How can Apple make sure the iPhone [--] does better Have more than [--] GB of ram on at least the pro models to enable better AI features"  
[X Link](https://x.com/JimmyButlerCap/status/1835679146938081556)  2024-09-16T13:56Z [---] followers, [----] engagements


"Quantum is going to be such a nice trade in two years shame there isnt really any good public cos. Would be like if $AI was the only AI stock"  
[X Link](https://x.com/JimmyButlerCap/status/1836111104503582964)  2024-09-17T18:32Z [---] followers, [----] engagements


"I shouldve just done the $IONQ long 🤦♂ Quantum is going to be such a nice trade in two years shame there isnt really any good public cos. Would be like if $AI was the only AI stock Quantum is going to be such a nice trade in two years shame there isnt really any good public cos. Would be like if $AI was the only AI stock"  
[X Link](https://x.com/JimmyButlerCap/status/1850979935487201357)  2024-10-28T19:16Z [---] followers, [----] engagements


"Lost $1000 the last time I tried the $PLTR short but Karp selling $250M [--] days before earnings makes u go 🤔"  
[X Link](https://x.com/JimmyButlerCap/status/1851457480271781986)  2024-10-30T02:53Z [---] followers, [----] engagements


"What investors think $APP does: AI advertising platform of the future $APP in reality:"  
[X Link](https://x.com/JimmyButlerCap/status/1854967219924463826)  2024-11-08T19:20Z [---] followers, [----] engagements


"@WelfareCapLLC Excess regulatory capital Fortress balance sheet = we want to be able to acquire competitors for cheap when they act stupid"  
[X Link](https://x.com/JimmyButlerCap/status/1861483476907655643)  2024-11-26T18:53Z [---] followers, [----] engagements


"@TidefallCapital Amazon Microsoft Meta are spending $200B/yr on AI chips currently 75% of that is going to $NVDA which makes the same chip to everyone. Broadcom and Marvell can make custom chips and Broadcom gave a crazy [----] guide on that"  
[X Link](https://x.com/JimmyButlerCap/status/1867665179259084946)  2024-12-13T20:17Z [---] followers, [----] engagements


"$INTC Wait a minute- nobody wants to take Intel foundry bc its unlikely to be competitive with TSM and loses 7B a year. Now imagine you wanted to save it for US interests- you would need an investor with deep pockets whos ok with burning billions. $SFTBY - Art of the Deal PRESIDENT TRUMP: "I'm gonna ask him right now. Would you make it $200 billion instead of $100 billion. Would you do that" Softbank CEO Masayoshi Son: "I will try to make to make it happen. He is a great negotiator" The art of the deal. https://t.co/nu3w0jvDKe PRESIDENT TRUMP: "I'm gonna ask him right now. Would you make it"  
[X Link](https://x.com/JimmyButlerCap/status/1868741398322893008)  2024-12-16T19:34Z [---] followers, [----] engagements


"$MU thanks for the reminder"  
[X Link](https://x.com/JimmyButlerCap/status/1869777783842582852)  2024-12-19T16:12Z [---] followers, [---] engagements


"@Citrini7 @bookdepth Nah they were doing HFT in the Shanghai stock exchange which was profitable because its less liquid. They had a bunch of GPUs for trading and were like wait a minute we have GPUs"  
[X Link](https://x.com/JimmyButlerCap/status/1875922891767947342)  2025-01-05T15:10Z [---] followers, [----] engagements


"Biggest takeaway from $PLTR is this market is desperate for AI software plays think $APP can get to [---] on earnings"  
[X Link](https://x.com/JimmyButlerCap/status/1886789428795855120)  2025-02-04T14:50Z [---] followers, [----] engagements


"$HIMS ad is good but came when everyone already turned the game off"  
[X Link](https://x.com/JimmyButlerCap/status/1888774327329317169)  2025-02-10T02:17Z [---] followers, [----] engagements


"Nvm Kalshi is fine bc were a banana republic Ok CFTC issuing cease and desist for Robinhood on this. Also questioning Crypto. com and Kalshi but seems to be especially worried of $HOOD positioning of sports wagers alongside legitimate financial instruments Ok CFTC issuing cease and desist for Robinhood on this. Also questioning Crypto. com and Kalshi but seems to be especially worried of $HOOD positioning of sports wagers alongside legitimate financial instruments"  
[X Link](https://x.com/JimmyButlerCap/status/1889845401664233864)  2025-02-13T01:13Z [---] followers, [----] engagements


"$KSPI here is interesting. Trades at [--] PE bc shorts think 30% of their revenue is Russia but if the Ukraine peace deal involves the lifting of Russian sanctions does that mean Kaspi has a foothold in a [---] million population market"  
[X Link](https://x.com/JimmyButlerCap/status/1892368023773651145)  2025-02-20T00:17Z [---] followers, [----] engagements


"You can laugh but it does appear $LMND is starting to figure out how to underwrite after [--] years of being public and a 80% drawdown from [----] highs $LMND is officially Adjusted EBITDA (excluding growth spending) PROFITABLE Take a look at the direction the EBITDA trend line is moving 👀 https://t.co/qMJBjhXwQ6 $LMND is officially Adjusted EBITDA (excluding growth spending) PROFITABLE Take a look at the direction the EBITDA trend line is moving 👀 https://t.co/qMJBjhXwQ6"  
[X Link](https://x.com/JimmyButlerCap/status/1894592194943586659)  2025-02-26T03:35Z [---] followers, [----] engagements


"Worth remembering with DOGEs efforts- congress sets the budget. CR keeps the Biden budget mostly in place for another 6M. So this year likely 6% deficit and 2% GDP growth. Which is bad bc if we get a recession for other reasons there isnt fiscal room for govt to backstop"  
[X Link](https://x.com/JimmyButlerCap/status/1901435830679327063)  2025-03-17T00:50Z [---] followers, [----] engagements


"If $Wiz is really an angle for DevOps can Google just acquire $GTLB already"  
[X Link](https://x.com/JimmyButlerCap/status/1902159572942356714)  2025-03-19T00:45Z [---] followers, [----] engagements


"the incoming top FDA vaccine official is writing $MRNA short cases on substack doesnt get better than this https://www.drvinayprasad.com/p/yes-mrna-vaccine-science-should-be https://www.drvinayprasad.com/p/yes-mrna-vaccine-science-should-be"  
[X Link](https://x.com/JimmyButlerCap/status/1919955476948693041)  2025-05-07T03:20Z [---] followers, [----] engagements


"$APP heres what youll see [--]. sold the games business that means gross margin goes higher next Q [--]. They low balled the guide. Only 3-5% QoQ growth when theyve been going faster than that [--]. Only [---] e-commerce advertisers. Goes much higher once they get self-service live"  
[X Link](https://x.com/JimmyButlerCap/status/1936075055655497748)  2025-06-20T14:53Z [---] followers, [----] engagements


"@ContrarianCurse Youre assuming the cost drivers for the top lines is just scarcity. Its also administrative bloat. So if AI is that deflationary to knowledge based services why wouldnt costs come down as a result"  
[X Link](https://x.com/JimmyButlerCap/status/1939126607681102044)  2025-06-29T00:59Z [---] followers, [---] engagements


"Everyone wants to be rich. Nobody wants to buy $APP on the 20-weekly EMA with possible S&P inclusion and TikTok catalysts"  
[X Link](https://x.com/JimmyButlerCap/status/1940001083671093584)  2025-07-01T10:54Z [---] followers, [----] engagements


"This gambling provision would be really bad for $DKNG if their customers could do math"  
[X Link](https://x.com/JimmyButlerCap/status/1940896977702793409)  2025-07-03T22:14Z [---] followers, [----] engagements


"$APP $TTD You have two companies in the same industry. One is clearly gaining share"  
[X Link](https://x.com/JimmyButlerCap/status/1944875910152511507)  2025-07-14T21:45Z [---] followers, [----] engagements


"Handful of healthcare/biotech plays: $PRME. $CRSP had a big breakout last week on an insider buy. If you check the insider records PRME chart is at an earlier stage and insiders there also been buying last few weeks. Gene editing insiders know RFK is up to something"  
[X Link](https://x.com/JimmyButlerCap/status/1947001316447854642)  2025-07-20T18:31Z [---] followers, [----] engagements


"@rev_cap they took a one-time boost in federal funding during COVID and just kept it in the budget going forward with no plan to make up the difference"  
[X Link](https://x.com/JimmyButlerCap/status/1951669317763826133)  2025-08-02T15:40Z [---] followers, [---] engagements


"$APP pretty bonkers quarter. Look at the operating leverage here. They did this without self-service and referrals btw"  
[X Link](https://x.com/JimmyButlerCap/status/1953291484997759280)  2025-08-07T03:05Z [---] followers, [----] engagements


"$ALAR this was a crazy fintwit pump a year ago. Making quite the comeback"  
[X Link](https://x.com/JimmyButlerCap/status/1954221320645841142)  2025-08-09T16:40Z [---] followers, [---] engagements


"Why $NVDA may take a stake in $INTC 🧵 [--]. Jensen Huang is trying to achieve approval to sell the b30a to China https://fortune.com/2025/08/22/nvidia-china-chip-follow-on-h20-trump-b30a/ https://fortune.com/2025/08/22/nvidia-china-chip-follow-on-h20-trump-b30a/"  
[X Link](https://x.com/JimmyButlerCap/status/1960313055796941227)  2025-08-26T12:07Z [---] followers, [----] engagements


"$APP investors realising you dont need S&P inclusion to buy the stock"  
[X Link](https://x.com/JimmyButlerCap/status/1960344424099020863)  2025-08-26T14:11Z [---] followers, [---] engagements


"$INTC 14A customers in the pipeline but not announcing until theyve signed"  
[X Link](https://x.com/JimmyButlerCap/status/1961151530515505502)  2025-08-28T19:38Z [---] followers, [----] engagements


"$APP market is starting to figure it out $APP heres what youll see [--]. sold the games business that means gross margin goes higher next Q [--]. They low balled the guide. Only 3-5% QoQ growth when theyve been going faster than that [--]. Only [---] e-commerce advertisers. Goes much higher once they get self-service live $APP heres what youll see [--]. sold the games business that means gross margin goes higher next Q [--]. They low balled the guide. Only 3-5% QoQ growth when theyve been going faster than that [--]. Only [---] e-commerce advertisers. Goes much higher once they get self-service live"  
[X Link](https://x.com/JimmyButlerCap/status/1963660568323092853)  2025-09-04T17:48Z [---] followers, [----] engagements


"$KODK 12% short interest bc theyre working out pension issues. But theyre now an active US-based FDA registered pharma manufacturer. 100% pharma tariffs going into effect on Oct 1st"  
[X Link](https://x.com/JimmyButlerCap/status/1972664758617674134)  2025-09-29T14:08Z [---] followers, [----] engagements


"2500 Oct [--] calls on $CMA Weird. Buyout rumor"  
[X Link](https://x.com/JimmyButlerCap/status/1973803621432344687)  2025-10-02T17:33Z [---] followers, [---] engagements


"If you want a risk-free trade. Buy any of these BDCs below book value and get a 7-10% div while doing so"  
[X Link](https://x.com/JimmyButlerCap/status/1980280302477217984)  2025-10-20T14:29Z [---] followers, 18.9K engagements


"Is $NTDOY really screwed on memory costs Cant be that simple right"  
[X Link](https://x.com/JimmyButlerCap/status/2006040102322000330)  2025-12-30T16:30Z [---] followers, [---] engagements


"Is there even $34B of SAAS buyout candidates in the public markets Do you just buy $PD $ZI and wait for the inevitable takeouts in two years We've closed a $34.4B+ fundraise for Fund XVI ($24.3B) Discover Fund V ($8.1B) and our first Europe Fund (1.8B). Proud of the @thomabravo team and grateful for our investors. We've closed a $34.4B+ fundraise for Fund XVI ($24.3B) Discover Fund V ($8.1B) and our first Europe Fund (1.8B). Proud of the @thomabravo team and grateful for our investors"  
[X Link](https://x.com/JimmyButlerCap/status/1930098160749150421)  2025-06-04T03:03Z [---] followers, [---] engagements


"Keep selling uranium because $SLV is going down. Silver was up over 100% from [----] cycle high. Uranium still 30% below [----] cycle high. Different cycles different timing $SRUUF Think supply/demand dynamics better for Uranium miners $URNJ than Silver miners $SIL. There are alternatives for silver in solar panels at these prices. You cant sub out Uranium. Silver mined in more countries. Uranium huge reliance on Kazakhstan Think supply/demand dynamics better for Uranium miners $URNJ than Silver miners $SIL. There are alternatives for silver in solar panels at these prices. You cant sub out"  
[X Link](https://x.com/JimmyButlerCap/status/2017258398681583855)  2026-01-30T15:27Z [---] followers, [---] engagements


"$SRUUF bullish. Uraniums not down that much now at a 6% discount to NAV"  
[X Link](https://x.com/JimmyButlerCap/status/2018355071302463539)  2026-02-02T16:05Z [---] followers, [---] engagements


"@ecommerceshares @coffeemeetscap Planet Fitness has a 30% avg operating margin so I think combination of gyms being a legitimately attractive business model and theres a lot of empty retail space that needs to be filled"  
[X Link](https://x.com/JimmyButlerCap/status/1612528421468508160)  2023-01-09T19:15Z [---] followers, [---] engagements


"@ShortSightedCap Yep. ESPN Bet will not generate 1.5B cash over the next [--] years considering start-up costs and a pretty competitive industry"  
[X Link](https://x.com/JimmyButlerCap/status/1689394337350586370)  2023-08-09T21:52Z [---] followers, [----] engagements


"@buccocapital Flexport overhires in anticipation of Shopify traffic. Shopify signs deal with Amazon fulfilment this week. Flexport guy blames the hiring on past CEO rescinds offers. Just confused how Flexport didnt get more guarantees from Shopify in buying the logistics"  
[X Link](https://x.com/JimmyButlerCap/status/1700264328904204718)  2023-09-08T21:46Z [---] followers, [----] engagements


"@Thats_Nephew @PenguinLiberat2 @Mr_Axel_Gear @revhowardarson @Tropicarne Guyana gets 50% of revenue share after Exxon recouped its initial investment and things are going pretty well. Can argue Guyana shouldve gotten a better share but they did not have the funds or expertise to do it on their own"  
[X Link](https://x.com/JimmyButlerCap/status/1732507187124089200)  2023-12-06T21:07Z [---] followers, [---] engagements


"@Carnage4Life Yeah its meant to be a loss leader. Cash back is the bank giving the interchange fee (what the merchant pays the customer bank) back to the customer. Theres no way to offer 3% without losing money on each transaction"  
[X Link](https://x.com/JimmyButlerCap/status/1773753526893551963)  2024-03-29T16:46Z [---] followers, [---] engagements


"$HIMS easy money. Already 15% profit. Will be adding to core portfolio. Turn to positive EPS means operating leverage. What other telemedicine stocks have that Bought a large amount of $HIMS considering it for core portfolio. Stocks with this type of revenue growth do not usually give you second chances to get in but thanks to Andrew's tweets there is one. https://t.co/UljNuuQz4A Bought a large amount of $HIMS considering it for core portfolio. Stocks with this type of revenue growth do not usually give you second chances to get in but thanks to Andrew's tweets there is one."  
[X Link](https://x.com/JimmyButlerCap/status/1787575842744291369)  2024-05-06T20:11Z [---] followers, [----] engagements


"@jbulltard1 I actually believe him here. Had already sold 90% as of 6/1 and apparently sales data really deteriorated in past week"  
[X Link](https://x.com/JimmyButlerCap/status/1800999270671159575)  2024-06-12T21:11Z [---] followers, [----] engagements


"@blondesnmoney The tankers belong to their brother Petros through a shell co based in Cyprus"  
[X Link](https://x.com/JimmyButlerCap/status/1849847490125631754)  2024-10-25T16:16Z [---] followers, [----] engagements


"@deanm0riarty @blainehodder They already got in trouble for Wirecard they dont want to be the next Arthur Andersen"  
[X Link](https://x.com/JimmyButlerCap/status/1851633736804184198)  2024-10-30T14:34Z [---] followers, [----] engagements


"@spencerrascoff @Tinder Looks exciting Concerned by potential feature bloat on Tinder between AI double matches and more complicated profiles. Tinder's brand should be "simple easy." Can experiment with those on Hinge but fixing Tinder will have more to do with economics and the gender balance"  
[X Link](https://x.com/JimmyButlerCap/status/1891523212275519613)  2025-02-17T16:20Z [---] followers, [---] engagements


"Called $CRWV unshortable in [----] and will stand by that statement. The public float right now is 69M shares- thats nothing. ARM isnt worth $140B and has been suspended up there for over a year now. And $ARM float is double $CRWV Only offering [--] million shares that might be less than $ARM unshortable in [----] Only offering [--] million shares that might be less than $ARM unshortable in 2025"  
[X Link](https://x.com/JimmyButlerCap/status/1923465752465522854)  2025-05-16T19:49Z [---] followers, [----] engagements


"$META Per Wired Meta is poaching researchers with packages up to $300M over [--] years (with 1st yr comp $100m) and that they've made [--] such offers to people at OpenAI. For context this is roughly what Meta's execs get paid per year: CFO: $23.5M COO: $25.5M CTO: $23.5M Per Wired Meta is poaching researchers with packages up to $300M over [--] years (with 1st yr comp $100m) and that they've made [--] such offers to people at OpenAI. For context this is roughly what Meta's execs get paid per year: CFO: $23.5M COO: $25.5M CTO: $23.5M"  
[X Link](https://x.com/JimmyButlerCap/status/1940207912313659588)  2025-07-02T00:36Z [---] followers, [---] engagements


"$INTC you heard it here first 🔥 Why $NVDA may take a stake in $INTC 🧵 [--]. Jensen Huang is trying to achieve approval to sell the b30a to China https://t.co/7H6jQGUDQb Why $NVDA may take a stake in $INTC 🧵 [--]. Jensen Huang is trying to achieve approval to sell the b30a to China https://t.co/7H6jQGUDQb"  
[X Link](https://x.com/JimmyButlerCap/status/1968634056414831101)  2025-09-18T11:11Z [---] followers, [---] engagements


"@Investor_NICK_ Robinhood does a bad job accounting for withdrawals. If I had $100K gain on $100K initial there and took out $90K it would show it as a $100K gain on $10K So not photoshopped but theres a reason he put dont worry about it where the amount is"  
[X Link](https://x.com/JimmyButlerCap/status/1969463325281886368)  2025-09-20T18:07Z [---] followers, [---] engagements


"Hedging my $GOOGL $115K earnings calls with $40k of $META puts. Think theres some hope with the layoffs to its AI division meta will come in light on capex guide. Youd be very mistaken"  
[X Link](https://x.com/JimmyButlerCap/status/1983187572462600586)  2025-10-28T15:02Z [---] followers, [----] engagements


"$GOOGL Up 5% $META down 6% Hedging my $GOOGL $115K earnings calls with $40k of $META puts. Think theres some hope with the layoffs to its AI division meta will come in light on capex guide. Youd be very mistaken Hedging my $GOOGL $115K earnings calls with $40k of $META puts. Think theres some hope with the layoffs to its AI division meta will come in light on capex guide. Youd be very mistaken"  
[X Link](https://x.com/JimmyButlerCap/status/1983627549038313687)  2025-10-29T20:10Z [---] followers, [---] engagements

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