# ![@JohnDoeKnowsGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1515003274075717634.png) @JohnDoeKnowsGuy JohnDoeKnowsGuy

JohnDoeKnowsGuy posts on X about $four, $goog, $moh, $lqda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1515003274075717634/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515003274075717634/c:line/m:interactions.svg)

- [--] Week [------] -65%
- [--] Month [-------] +77%
- [--] Months [----------] +494%
- [--] Year [----------] -84%

### Mentions: [--] [#](/creator/twitter::1515003274075717634/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515003274075717634/c:line/m:posts_active.svg)

- [--] Week [--] -37%
- [--] Month [---] +13%
- [--] Months [-----] -0.09%
- [--] Year [-----] +14%

### Followers: [-----] [#](/creator/twitter::1515003274075717634/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515003274075717634/c:line/m:followers.svg)

- [--] Week [-----] +0.18%
- [--] Month [-----] +2.20%
- [--] Months [-----] +81%
- [--] Year [-----] +131%

### CreatorRank: [---------] [#](/creator/twitter::1515003274075717634/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515003274075717634/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68.03% [finance](/list/finance)  25.41% [technology brands](/list/technology-brands)  24.59% [cryptocurrencies](/list/cryptocurrencies)  20.49% [travel destinations](/list/travel-destinations)  0.82% [fashion brands](/list/fashion-brands)  0.82% [countries](/list/countries)  0.82%

**Social topic influence**
[$four](/topic/$four) #29, [$goog](/topic/$goog) #192, [$moh](/topic/$moh) #26, [$lqda](/topic/$lqda) #9, [$crox](/topic/$crox) #22, [$gpn](/topic/$gpn) #9, [$lth](/topic/$lth) #1, [$crm](/topic/$crm) #249, [ai](/topic/ai) 4.92%, [$t](/topic/$t) #177

**Top accounts mentioned or mentioned by**
[@fcfyplusg](/creator/undefined) [@capilanorivers](/creator/undefined) [@taobanker](/creator/undefined) [@sanskarimata](/creator/undefined) [@nopmonks](/creator/undefined) [@saynototrading](/creator/undefined) [@nattybumppo](/creator/undefined) [@utilitypure](/creator/undefined) [@rockwell0790](/creator/undefined) [@kust1983](/creator/undefined) [@masteredtrader](/creator/undefined) [@michaeljburry](/creator/undefined) [@cambriacreek](/creator/undefined) [@hhsogc](/creator/undefined) [@wbd](/creator/undefined) [@netflix](/creator/undefined) [@rookisaacman](/creator/undefined) [@tompaja](/creator/undefined) [@bglangner](/creator/undefined) [@investor_nick_](/creator/undefined)

**Top assets mentioned**
[4 (FOUR)](/topic/$four) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Crocs, Inc. (CROX)](/topic/$crox) [Global Payments Inc (GPN)](/topic/$gpn) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Salesforce Inc (CRM)](/topic/$crm) [AT&T Inc. (T)](/topic/$t) [Centene Corp (CNC)](/topic/$cnc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [British American Tobacco (BTI)](/topic/$bti) [Workday Inc (WDAY)](/topic/$wday) [CVS Health Corp (CVS)](/topic/$cvs) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Fiserv Inc (FISV)](/topic/$fisv) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Paramount Global (PARA)](/topic/$para) [Philip Morris International Inc. (PM)](/topic/$pm) [Altria Group Inc (MO)](/topic/$mo) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Intuit Inc. (INTU)](/topic/$intu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Walmart, Inc. (WMT)](/topic/$wmt) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Metadium (META)](/topic/$meta) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Clorox Co (CLX)](/topic/$clx) [Leslie's, Inc. (LESL)](/topic/$lesl) [PoolTogether (POOL)](/topic/$pool)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$nxdr earnings is 2/18. I'm debating what to sell to buy a position. I low-key want to go BIG"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019582730179342523)  2026-02-06T01:23Z [----] followers, [---] engagements


"Combo of $crox $t $lth $goog $bti $cvs $uwmc $hpp $celh $asts $lqda $wbx $para TROUNCES $QQQ over next [--] years"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1895947394896081269)  2025-03-01T21:20Z [----] followers, 29.6K engagements


"2026 list is: $cnc $moh $lqda $four $gpn $ww $crox $t $amcx $tpb $bti $pm $mo $nxdr $lth. I'll prob be looking to jump between these names as holdings I outlined this week re-rate (mostly $lqda healthcare payment processors) Combo of $crox $t $lth $goog $bti $cvs $uwmc $hpp $celh $asts $lqda $wbx $para TROUNCES $QQQ over next [--] years. Combo of $crox $t $lth $goog $bti $cvs $uwmc $hpp $celh $asts $lqda $wbx $para TROUNCES $QQQ over next [--] years"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2006716763866878095)  2026-01-01T13:18Z [----] followers, [----] engagements


"Just sold all my $four $gpn and $fisv for a loss"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2016902050273997060)  2026-01-29T15:51Z [----] followers, [----] engagements


"I don't think people really comprehended what $goog announced yesterday. A good night's rest was all they needed. No FCF for [--] years minimum. I think $goog sells off tomorrow no matter what. All my "closed" LEAPs are for June and have like another 10-20% premium gain through expiration as long as it's over [---]. Still I'm debating on actually closing them now. I think $goog sells off tomorrow no matter what. All my "closed" LEAPs are for June and have like another 10-20% premium gain through expiration as long as it's over [---]. Still I'm debating on actually closing them now"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019397346455613719)  2026-02-05T13:07Z [----] followers, [---] engagements


"On my list $tpb This is a pitch for $TPB from a idea lunch held in London on Jan 26: https://t.co/TQ9NGPm97G This is a pitch for $TPB from a idea lunch held in London on Jan 26: https://t.co/TQ9NGPm97G"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020673357146984933)  2026-02-09T01:37Z [----] followers, [---] engagements


"To all the tech bulls. $amzn $goog $meta OpenAI Anthropic etc etc"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019519418934677675)  2026-02-05T21:12Z [----] followers, [---] engagements


"It's wild how cheap $crox got / is onsidering how much of their outstanding stock they've recently bought back"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022003162258043377)  2026-02-12T17:41Z [----] followers, [---] engagements


"Has anyone tried the new Papa John's pan pizza Is it good I love being on the lookout for potential dominoes new recipe moment. $pzza"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022479348293308822)  2026-02-14T01:13Z [----] followers, [---] engagements


"@MasteredTrader I love that people don't even realize you are a parody account anymore"  
[X Link](https://x.com/anyuser/status/1539580925633335297)  2022-06-22T12:07Z [----] followers, [--] engagements


"This version of Obummer is so elite. Obama: Some think I remember that economy when he first came in being pretty good. Yeah it was pretty good because it was my economy. It wasn't something he did. I spent eight years cleaning up the mess that the Republicans had left me https://t.co/AGHb9is6AI Obama: Some think I remember that economy when he first came in being pretty good. Yeah it was pretty good because it was my economy. It wasn't something he did. I spent eight years cleaning up the mess that the Republicans had left me https://t.co/AGHb9is6AI"  
[X Link](https://x.com/anyuser/status/1844552357717094782)  2024-10-11T01:35Z [----] followers, [----] engagements


"If I'm an equity owner I'm pissed at $wba getting acquired. You don't own it at this price expecting only a 20% gain"  
[X Link](https://x.com/anyuser/status/1866539994741084259)  2024-12-10T17:46Z [----] followers, [----] engagements


"100% serious when I say this may be the worst super bowl ever. Zero hype going into it terrible game terrible half time performance"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1888775450496848159)  2025-02-10T02:22Z [----] followers, [----] engagements


"Gonna sell $goog some $lqda some $crox to buy $bti this morning. I like them all till but think $bti has short term news catalyst that could see it go up meaningfully"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1912136006041477138)  2025-04-15T13:28Z [----] followers, [----] engagements


"It's over for $uthr. $lqda to $100 $LQDA Yutrepia is truly unique. I remember 3-4 years ago taking a deep dive into PRINT technology when nobody was talking about it. I kept asking myself why hasn't anyone else thought about mimicking nature Your body can't detect pollen or any nature air born particles. It can $LQDA Yutrepia is truly unique. I remember 3-4 years ago taking a deep dive into PRINT technology when nobody was talking about it. I kept asking myself why hasn't anyone else thought about mimicking nature Your body can't detect pollen or any nature air born particles. It can"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1929346506575712495)  2025-06-02T01:17Z [----] followers, [----] engagements


"Been officially baited by a partner retiring in [--] years. He said his goal is to make me partner before he retires. Now just gotta grind and pray he isn't lying. He HAS basically handpicked the past [--] tax partners in my office so I gotta take him at his word"  
[X Link](https://x.com/anyuser/status/1950368922731225600)  2025-07-30T01:32Z [----] followers, [----] engagements


"Gonna start a position in some of these. Need to look at valuations and understand what smarter people think and why. $btu $aech $arlp $ceix $hcc $amr"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1968729282491891845)  2025-09-18T17:30Z [----] followers, [---] engagements


"People whining about $lqda need to get a reality check. We have 50m revenue in a quarter on 2B market cap and clear growth path. You literally just need to buy as much as you reasonably can now and wait"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1985365933225918802)  2025-11-03T15:18Z [----] followers, [----] engagements


"Added another 77k of at [-----] $LQDA"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/1985718717355901434)  2025-11-04T14:40Z [----] followers, [----] engagements


"A decade and EPS up 57% is not good. $clx In the last decade Clorox $CLX shares are down 22.5%. In that time: - Revenue is up 25% - EPS is up 57% - Dividends are also up 57% - 6% fewer shares outstanding - Multiple went from 25x to 15x Zero GLP-1 risk too. Seems interesting especially at a 5%+ yield. In the last decade Clorox $CLX shares are down 22.5%. In that time: - Revenue is up 25% - EPS is up 57% - Dividends are also up 57% - 6% fewer shares outstanding - Multiple went from 25x to 15x Zero GLP-1 risk too. Seems interesting especially at a 5%+ yield"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2002179058730151978)  2025-12-20T00:47Z [----] followers, [---] engagements


"$lesl LESL For when ATUS (Optimum) just isnt enough of a levered stub: $16M mkt cap $700M EV ex. leases 11x net levered Still a biz doing $1.1B+ in sales w/ say $65M EBITDA - $20M capex - $45M run rate interest expense & huge NOLs = BE FCF () So the FCF positive guide https://t.co/Ym26HDNJ5I LESL For when ATUS (Optimum) just isnt enough of a levered stub: $16M mkt cap $700M EV ex. leases 11x net levered Still a biz doing $1.1B+ in sales w/ say $65M EBITDA - $20M capex - $45M run rate interest expense & huge NOLs = BE FCF () So the FCF positive guide https://t.co/Ym26HDNJ5I"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2004702062152646858)  2025-12-26T23:53Z [----] followers, [----] engagements


"Would an unwind in private equity be good for $otcm The number of companies owned by private equity have been going up for over [--] years. Why is this interesting The number of PE portfolio companies has gone up as the number of PE firms has gone up. Once again so what https://t.co/VP6e8j2Tw3 The number of companies owned by private equity have been going up for over [--] years. Why is this interesting The number of PE portfolio companies has gone up as the number of PE firms has gone up. Once again so what https://t.co/VP6e8j2Tw3"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2005490831160234138)  2025-12-29T04:07Z [----] followers, [---] engagements


"Hmmm $pool getting very interesting here. I know there are a myriad of bubble shit but there is zero reason not to be able to find something to be long"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2005682163782672522)  2025-12-29T16:47Z [----] followers, [---] engagements


"I'm eating at First Watch for the first time. Seems like a good brand that has been growing well the past [--] decades. PE involved as of [----]. Any thoughts. Valuation looks good. $fwrg"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2006009277341655068)  2025-12-30T14:27Z [----] followers, [---] engagements


"Under 10x cash flow. $fwrg No consumer issues at First Watch: $FWRG Q3 [----] Strong quarter across the board. Beat and implied raise. Same-restaurant sales +7.1% traffic +2.6% total revenue +25.6%. EBITDA hit $34.1M up from $25.6M last year. Full-year guide now calling for: +4% SSS growth https://t.co/EuByG0UvAj No consumer issues at First Watch: $FWRG Q3 [----] Strong quarter across the board. Beat and implied raise. Same-restaurant sales +7.1% traffic +2.6% total revenue +25.6%. EBITDA hit $34.1M up from $25.6M last year. Full-year guide now calling for: +4% SSS growth https://t.co/EuByG0UvAj"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2006022186528628882)  2025-12-30T15:18Z [----] followers, [---] engagements


"Smart people on it before me $fwrg Advent unloaded another $15m of their $FWRG position at an average price of $14.50.still a long way to go to get rid of the PE overhang but progress is progress https://t.co/Ak8CIdJT0Q Advent unloaded another $15m of their $FWRG position at an average price of $14.50.still a long way to go to get rid of the PE overhang but progress is progress https://t.co/Ak8CIdJT0Q"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2006022278564266204)  2025-12-30T15:19Z [----] followers, [---] engagements


"Why is $crsr so cheap if RAM prices are going to high Is it cause they don't mfg"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2006739928282222882)  2026-01-01T14:50Z [----] followers, [---] engagements


"Can someone explain to me why $tpr stock has gone parabolic but the financials are flat over a few years"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2009797023273296251)  2026-01-10T01:18Z [----] followers, [---] engagements


"The women at work say club pilates and pure Barre are dead. Sorry $xpof bulls"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2011801359192908073)  2026-01-15T14:03Z [----] followers, [---] engagements


"It's be chefs kiss If @michaeljburry marks bottom on payment processors. $four $fi $gpn"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2012249401838760288)  2026-01-16T19:43Z [----] followers, [---] engagements


"If you think $fig $adbe over the next [--] years then why would you buy $adbe at 15x earnings"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2012567196208087318)  2026-01-17T16:46Z [----] followers, [---] engagements


"No position in $lth but this is one I've been hyping for a while now. Better than a REIT"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014331154040516710)  2026-01-22T13:35Z [----] followers, [---] engagements


"Elite shit $lth $LTH Earnings - Q4/2025 Revenue: $744M ✅ vs. $738.04M est. EPS: $0.33 ✅ vs. $0.29 est. Life Time Group Holdings reports preliminary unaudited Q4 and full-year [----] results and introduces select full-year fiscal [----] guidance; full results will be released February [--] [----]. $LTH Earnings - Q4/2025 Revenue: $744M ✅ vs. $738.04M est. EPS: $0.33 ✅ vs. $0.29 est. Life Time Group Holdings reports preliminary unaudited Q4 and full-year [----] results and introduces select full-year fiscal [----] guidance; full results will be released February [--] 2026"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014332601662656852)  2026-01-22T13:41Z [----] followers, [---] engagements


"I'd love to see $lth acquire $pton. I said back when $pton was in a bubble that they should acquire $lth but they were dumb and didn't"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014337889371377885)  2026-01-22T14:02Z [----] followers, [---] engagements


"My hot streak from [----] is confusing into [----] so far. I'm feeling unstoppable. Only big gaffe so far is $ww but I still think that changes soon"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014393022637601186)  2026-01-22T17:41Z [----] followers, [---] engagements


"@nopmonks @fcfyplusg It's gonna cagr at mid teens for a decade as $lth goes worldwide and also releases an app subscription"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014450349080203505)  2026-01-22T21:29Z [----] followers, [---] engagements


"Too late to buy $gnrc"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014491975353782465)  2026-01-23T00:14Z [----] followers, [---] engagements


"Not sure why everyone loves $gtlb. I just see a shitco with no earnings diluting almost 5% a year. From basic reddit searching it seems like $msft basically hands GitHub away as a part of their "stack." Only play I see with $gtlb is praying for a buyout"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2014846565962150019)  2026-01-23T23:43Z [----] followers, [----] engagements


"Jesus the payment processors are headed straight to zero apparently"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2016200974801494466)  2026-01-27T17:25Z [----] followers, [----] engagements


"The telecom / cable bears are covering huh. $t $vz"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2017340516224872941)  2026-01-30T20:53Z [----] followers, [---] engagements


"@SayNoToTrading Or maybe it's a great company that was and perhaps continues to be overpriced"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2017636310807158949)  2026-01-31T16:29Z [----] followers, [----] engagements


"I like $wday and $crm best The Massive SaaS Re-Rating: Multiple Compression from Peak to Today (Last [--] Years) [--]. $SAP 46x 23x (-50%) [--]. $ROP 35x 17x (-51%) [--]. $TYL 72x 30x (-58%) [--]. $U 80x 32x (-60%) [--]. $ADSK 60x 23x (-62%) [--]. $CSU 44x 16x (-64%) [--]. $INTU 58x 21x (-64%) [--]. $MANH 94x The Massive SaaS Re-Rating: Multiple Compression from Peak to Today (Last [--] Years) [--]. $SAP 46x 23x (-50%) [--]. $ROP 35x 17x (-51%) [--]. $TYL 72x 30x (-58%) [--]. $U 80x 32x (-60%) [--]. $ADSK 60x 23x (-62%) [--]. $CSU 44x 16x (-64%) [--]. $INTU 58x 21x (-64%) [--]. $MANH 94x"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2017836042917712066)  2026-02-01T05:42Z [----] followers, [----] engagements


"Anything under 20% growth and you have to ask yourself if you should just equal weight $v $ma $axp SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future https://t.co/XFibxPCmt4 SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2017843341052768632)  2026-02-01T06:11Z [----] followers, [---] engagements


"Interesting $qure Somebody always knows : The blatant out loud buyer in the $QURE April $70 calls checkem out the stocks $24 Somebody always knows : The blatant out loud buyer in the $QURE April $70 calls checkem out the stocks $24"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018414832026841154)  2026-02-02T20:02Z [----] followers, [----] engagements


"Equal weight LEAPs in $wday $crm $msft Jan [----]. What do we think"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018460418763874724)  2026-02-02T23:03Z [----] followers, [----] engagements


"Ehh but might as well do it on payment processors $four $gpn IMO. Upside much better via multiple growth. Equal weight LEAPs in $wday $crm $msft Jan [----]. What do we think Equal weight LEAPs in $wday $crm $msft Jan [----]. What do we think"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018462474266440170)  2026-02-02T23:12Z [----] followers, [----] engagements


"We are at that point where you pinch your nose and start buying with a [--] year out view. You either have conviction or you do not. $intu $crm $four $wday $msft etc"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018732747385147446)  2026-02-03T17:06Z [----] followers, [----] engagements


"Anyone got a good list of SaaS under 20x real FCF"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018752182930002311)  2026-02-03T18:23Z [----] followers, [----] engagements


"Sold all my $moh and bought more $four"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018758874006687904)  2026-02-03T18:49Z [----] followers, [---] engagements


"There are like no $four shares available to borrow"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018762740144521224)  2026-02-03T19:05Z [----] followers, [---] engagements


"Same $four @CambriaCreek I think you can have a max position in this name. I'd be willing to go double digits % of portfolio and likely will NT. @CambriaCreek I think you can have a max position in this name. I'd be willing to go double digits % of portfolio and likely will NT"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018763921725993246)  2026-02-03T19:10Z [----] followers, [---] engagements


"Sold all $cnc and bought $four"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018765393993531630)  2026-02-03T19:15Z [----] followers, [---] engagements


"Made like 30%ish on both $cnc and $moh combined. I'll eat the ordinary gain for the low entry on $four. If they can even get to 740m FCF by [----] and not the 1B they forecast then it'll be at less than 10x FCF to EV and even lower on FCF to mkt cap. I like world cup tailwind too"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018766100368937326)  2026-02-03T19:18Z [----] followers, [----] engagements


"I also closed some $crox outSide of my core position at like a 2% gain. I like $crox and still have 7% position but $four has better long term growth prospects and less is less prone to fads (although $crox is generally Lindy)"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018766833453523243)  2026-02-03T19:21Z [----] followers, [---] engagements


"I remember being ABOUT 75% $T AT 6X FCF. I wasn't sure if I or the market was insane. 🚨BREAKING: CNBC says hedge funds are STARTING to short software stocks. We ARE at this MOMENT 👇for SOFTWARE STOCKS It is all HYPERBOLE. I'll never forget this analyst coming on CNBC in July of [----] and declaring that $T was dead. Nobody starts a software SHORT with an 🚨BREAKING: CNBC says hedge funds are STARTING to short software stocks. We ARE at this MOMENT 👇for SOFTWARE STOCKS It is all HYPERBOLE. I'll never forget this analyst coming on CNBC in July of [----] and declaring that $T was dead. Nobody"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018800941529731205)  2026-02-03T21:37Z [----] followers, [----] engagements


"I suggest every Google bluejay and understand what is coming. What's going on https://t.co/2WzEuE9D5P What's going on https://t.co/2WzEuE9D5P"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018829095711211640)  2026-02-03T23:28Z [----] followers, [----] engagements


"I am actually a prophet $lqda One of the reasons I'm so overweight on $lqda is because a large chunk of the real economy is in tatters after tariffs rates and AI job losses. $lqda is super uncorrelated to rest of market and (if all goes well) primed to increase a lot while rest of market goes down. One of the reasons I'm so overweight on $lqda is because a large chunk of the real economy is in tatters after tariffs rates and AI job losses. $lqda is super uncorrelated to rest of market and (if all goes well) primed to increase a lot while rest of market goes down"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018862256088625197)  2026-02-04T01:40Z [----] followers, [----] engagements


"Government and compliance moats are gonna be important. Contrarian take - think payments ends up being one of the most defensive segments against AI. Maybe you vibe code a payment portal Claude aint getting you a money transfer license in [--] states and a compliance team to KYC. The problem is theres too much competition and some Contrarian take - think payments ends up being one of the most defensive segments against AI. Maybe you vibe code a payment portal Claude aint getting you a money transfer license in [--] states and a compliance team to KYC. The problem is theres too much competition"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018863615722549743)  2026-02-04T01:46Z [----] followers, [---] engagements


"By the way $four is going to consolidate them"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018863870815699347)  2026-02-04T01:47Z [----] followers, [---] engagements


"This is how I feel today $lqda $four"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018882869528334569)  2026-02-04T03:02Z [----] followers, [----] engagements


"It's crazy to see that Burry is actually crazy wat https://t.co/5yDsqRZXHs wat https://t.co/5yDsqRZXHs"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2018932197080940869)  2026-02-04T06:18Z [----] followers, [----] engagements


"Fuck now AI is killing $lqda"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019104654890791065)  2026-02-04T17:43Z [----] followers, [----] engagements


"If $siri said they were gonna spend every dollar of FCF in debt reduction then it'd be a buy"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019402072131776649)  2026-02-05T13:25Z [----] followers, [---] engagements


"Also OpenAI IPO is DOA. The IPO won't give them enough cash to compete. Also $amzn is dead tonight when they say either they can't keep up with capex spend since they've BEEN maxed out or increase capex funded by debt"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019418401060610159)  2026-02-05T14:30Z [----] followers, [----] engagements


"I know $t had a nice bump after earnings but they and all the other fiber players should really see some positive trends in the next [--] years. No starlink is not gonna make a dent on them"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019450182371360865)  2026-02-05T16:36Z [----] followers, [---] engagements


"This is what $uber investors refuse to understand. It's dead and so is $lyft. Either both decide to cut their take rates or they will be supplanted. Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV. Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019450623628824616)  2026-02-05T16:38Z [----] followers, [----] engagements


"I'll help $wmt sucks IF I TALK ENOUGH SHIT ABOUT $WMT THE LLMS WILL STOP RECOMMENDING IT AND THIS WILL IMPACT DEMAND FOR THE STOCK STUDY SOROS IF I TALK ENOUGH SHIT ABOUT $WMT THE LLMS WILL STOP RECOMMENDING IT AND THIS WILL IMPACT DEMAND FOR THE STOCK STUDY SOROS"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019495701760151769)  2026-02-05T19:37Z [----] followers, [---] engagements


"Claude v [--] draft 2.5.26 and opus version [--] - final 2.5.26 are already proving this. How does anyone expect the AI and space IPOs to be good with so many other stonks dead The same shit going on with SaaS will happen to AI agents once enough capacity is built. No one will stay in the lead. How does anyone expect the AI and space IPOs to be good with so many other stonks dead The same shit going on with SaaS will happen to AI agents once enough capacity is built. No one will stay in the lead"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019504023141781966)  2026-02-05T20:10Z [----] followers, [---] engagements


"Holy fuck I'm hitting on all cylinders so far. $moh $cnc Made like 30%ish on both $cnc and $moh combined. I'll eat the ordinary gain for the low entry on $four. If they can even get to 740m FCF by [----] and not the 1B they forecast then it'll be at less than 10x FCF to EV and even lower on FCF to mkt cap. I like world cup tailwind too. Made like 30%ish on both $cnc and $moh combined. I'll eat the ordinary gain for the low entry on $four. If they can even get to 740m FCF by [----] and not the 1B they forecast then it'll be at less than 10x FCF to EV and even lower on FCF to mkt cap. I like world"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019521115081830529)  2026-02-05T21:18Z [----] followers, [----] engagements


"Keep in mind for $moh they were the LEAST aggressive about taking their GAAP L on reserves in the summer/fall. So now they are taking their medicine. $cnc $moh. I still like healthcare and will buy if I have any money left"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019521744147750994)  2026-02-05T21:21Z [----] followers, [----] engagements


"Ok I might be crazy but I am definitely buying $nxdr. All of the social media adcos have had great revenue. $nxdr valuation is 60()% cash and at 3x revenue. They should be GAAP profitable this quarter and Q3 was nice. I think snowstorm tailwind will help too"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019531062691643759)  2026-02-05T21:58Z [----] followers, [---] engagements


"Tobacco investors right now. $bti $mo $pm $tpb"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019532805383066010)  2026-02-05T22:05Z [----] followers, [----] engagements


"So $mstr gonna have to puke up Bitcoin at lows for that pref dividend. Saylor somehow getting to blow up this big twice in one life is hilarious"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019534257618841789)  2026-02-05T22:11Z [----] followers, [---] engagements


"Canned food sales gonna moon this year $senea Ya'll getting poor on crypto I'm getting rich on canned veggies. $SENEA out with monster numbers. Ya'll getting poor on crypto I'm getting rich on canned veggies. $SENEA out with monster numbers"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019539577632092649)  2026-02-05T22:32Z [----] followers, [---] engagements


"I'm not sure why one of these cloud companies doesn't say "average GPU cost us 50k we rent the compute out at 30k a year and it costs us 10k op expense. We will have a 3-4 year payback period at current rates. $amzn $goog $msft"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019542188498301347)  2026-02-05T22:42Z [----] followers, [----] engagements


"Negative operating margin. So much lower to go. $team The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything. Developers Non technical teams Simple daily workflows Deep complex systems across https://t.co/jshuIPafiZ The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything. Developers Non technical teams Simple daily workflows Deep complex systems"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019542468845580639)  2026-02-05T22:43Z [----] followers, [----] engagements


"@nattybumppo_ Cash"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019558519696183371)  2026-02-05T23:47Z [----] followers, [---] engagements


"Helpful to my $ww bags hopefully FDA chief Makary said the FDA will take swift action against companies mass-marketing illegal copycat drugs and claiming theyre similar to FDA-approved products. $HIMS $NVO $LLY FDA chief Makary said the FDA will take swift action against companies mass-marketing illegal copycat drugs and claiming theyre similar to FDA-approved products. $HIMS $NVO $LLY"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019559825391374614)  2026-02-05T23:52Z [----] followers, [---] engagements


"@nattybumppo_ They need incremental revenue to be profitable. [--] trillion market cap. I don't think it's bad ROI I'm just skeptical it'll produce enough FCF to justify the valuation"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019569501944320022)  2026-02-06T00:31Z [----] followers, [--] engagements


"So $moh ends [----] with margins of 1.3% and now 10x earnings. They and every other insurer just raised prices an insane amount to try and recover those margins. If they get back to 3.2% [----] margins then they will be at less than 4x earnings. If they overshoot because deflation"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019570690589094261)  2026-02-06T00:35Z [----] followers, [----] engagements


"Is here then they could be at less than 4x earnings while the entire system is in free fall because of AI and SaaSmageddon. People are so dumb $moh"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019570869123838122)  2026-02-06T00:36Z [----] followers, [----] engagements


"Why would you want to buy any software company when healthcare is so damn cheap. Y'all whining about 10% down days when healthcare is below 10x earnings on trough margins. I'm backing the truck up on $moh. Might actually sell $four to buy it lol"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019571509459922972)  2026-02-06T00:39Z [----] followers, [----] engagements


"Before you buy the dip just remember $pton was almost 50B+ market cap and $zm was at 150B"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019581010652917772)  2026-02-06T01:16Z [----] followers, [----] engagements


"Payment processors are gonna do well because everyone is gonna vibe code random shit and every mom and pop will have to upgrade to one of them to link into the Uber door dash Google Amazon GrubHub whatever ecosystem. $four $gpn Very nice $BILL Q: - Growth accelerated w/improved transaction metrics - Product dev is building steam & leveraging growing network effects - Tight cost controls suggest $BILL could soon enjoy $TOST-like op leverage break-out One can worry about competition with Ramp at the Very nice $BILL Q: - Growth accelerated w/improved transaction metrics - Product dev is building"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019584007579783218)  2026-02-06T01:28Z [----] followers, [----] engagements


"@capilanorivers It's all assumptions and they have to make assumptions based on historical trends. If you think the trend has fundamentally changed (deflation) then they win while market is still stuck in fake estimate world"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019584267442090326)  2026-02-06T01:29Z [----] followers, [---] engagements


"@capilanorivers Same reason they were so off sides in [----]. They aren't really able to guide based on vibes the way I can estimate inflation/deflation based on vibes"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019584438162845754)  2026-02-06T01:30Z [----] followers, [---] engagements


"Good point $moh @JohnDoeKnowsGuy Im not the brightest but I went in thinking the sameguided for $5 eps per share [----] and said California just retroactively lowered premium paid which was not on anyone radar as far as I know. Cost them $2 per share in earnings. If other states try that idk. @JohnDoeKnowsGuy Im not the brightest but I went in thinking the sameguided for $5 eps per share [----] and said California just retroactively lowered premium paid which was not on anyone radar as far as I know. Cost them $2 per share in earnings. If other states try that idk"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019737688983900380)  2026-02-06T11:39Z [----] followers, [----] engagements


"On $moh call [--] upsides - medicare/marketplace combined pricing is sandbagged cost trends could change mid year rate adjustments like in [----]. Exactly what I said [----] EPS forecast are not anywhere close to reality"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019761475330408481)  2026-02-06T13:13Z [----] followers, [----] engagements


"Am I a god or what $four"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019781403936801225)  2026-02-06T14:33Z [----] followers, [---] engagements


"Wow.now 10000c potential $hims Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019958546784551250)  2026-02-07T02:17Z [----] followers, [---] engagements


"I think $wmt is still overvalued BUT I give management huge props for being great at pivoting and being flexible. As soon as a competitor does something they have the reflexivity to say "fuck our P&l how do we do that too" This actually helps p&L long term too. Walmart just crossed $1 trillion in market cap and nobody can explain the P/E. The answer is sitting in one line of their earnings call. CFO John Rainey said advertising and membership now generate 50% of Walmarts incremental profit. Read that again. Half the profit growth is Walmart just crossed $1 trillion in market cap and nobody"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020110436822069726)  2026-02-07T12:20Z [----] followers, [----] engagements


"Wow $lulu straight to zero TEAM CANADA IS HERE 🤩 https://t.co/EfumgMKwDz TEAM CANADA IS HERE 🤩 https://t.co/EfumgMKwDz"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020132047243600166)  2026-02-07T13:46Z [----] followers, [----] engagements


"@taobanker You just gotta look at some of the growth boys here who have ridden like [--] names to a sick [--] year P&L and have ridden it right back down from [----] to now. Bad trading and bad investing is basically the same thing"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020148466500940210)  2026-02-07T14:51Z [----] followers, 11.2K engagements


"@UtilityPure The ERP is almost never implemented perfectly. It's also the 2% of transactions outside the automated part that cause all of the work. Then the fact that various pieces of a business are on different ERP systems causes a lot of middle work to bridge it all together"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020179478870389098)  2026-02-07T16:54Z [----] followers, [--] engagements


"@sanskarimata Tldr megacaps are gonna build out regardless of whether they think they can win because even a 10% chance of winning is worth it. They've all had leadership or visionary leaders basically say as much. Peak capitalism is when companies compete like this"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020272931113247104)  2026-02-07T23:06Z [----] followers, [--] engagements


"If you buy $team then I think you are dumb FCF margins adjusted for SBC $TEAM and $SNOW are absolute criminals. https://t.co/6fQ6gNSIIK FCF margins adjusted for SBC $TEAM and $SNOW are absolute criminals. https://t.co/6fQ6gNSIIK"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020474950642028784)  2026-02-08T12:29Z [----] followers, [----] engagements


"I think I'll reopen a $crm long on Monday. LEAPs probably but I need to think a bit today. Closed all my $crox $four $crm and $fnko I owned on margin. Made like 3-5% on them all. Like 300k in margin so recognizing a nice profit. Earnings season is here and although I like em I just want to relax during tax busy season. I will likely sell puts expiring right before 4/15 Closed all my $crox $four $crm and $fnko I owned on margin. Made like 3-5% on them all. Like 300k in margin so recognizing a nice profit. Earnings season is here and although I like em I just want to relax during tax busy"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020489738998714516)  2026-02-08T13:27Z [----] followers, [----] engagements


"@fcfyplusg Not at all tbh. Maybe I just stick to $four"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020574843045900498)  2026-02-08T19:05Z [----] followers, [---] engagements


"Wow now at ♾x potential. $hims Wow.now 10000c potential $hims Wow.now 10000c potential $hims"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020854428731904385)  2026-02-09T13:36Z [----] followers, [---] engagements


"Wow $crm is going to zero now We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂 We are adding Salesforce and ServiceNow to the IVES AI [--] list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally brokenand we strongly disagree 🔥🐂"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020858252058059034)  2026-02-09T13:52Z [----] followers, [---] engagements


"Holy fuck lmao. If $goog is doing 100B then you know every other megacap is gonna have to do similar or more to keep up. There is no FCF for at least [--] years on most of em. What really tool the dot com bubble out was that it was debt fueled. SaaS has largely been successful Bloomberg reports $GOOGL is upsizing its bond sale to about $20B after pulling in $100B+ of demand for what was initially marketed around $15B. Bloomberg reports $GOOGL is upsizing its bond sale to about $20B after pulling in $100B+ of demand for what was initially marketed around $15B"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020929636369301933)  2026-02-09T18:35Z [----] followers, [----] engagements


"Because theyve perpetually raised equity in the form of SBC. That way even if things went wrong they had flexibility to pivot. [---] years obviously gives lots of flexibility but will be interesting to see how much demand there is for other megacaps debt now that $goog is first"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020930030462005759)  2026-02-09T18:37Z [----] followers, [---] engagements


"Sorry not [---] year anymore $goog Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN 30Y FXD At +83 - $1.5BN 40Y FXD At +95 Alphabet deal upsized to $20BN from $15BN. Looks like they scrapped the 100Yr piece - $2.5BN 3Y FXD At +27 - $3BN 5Y FXD At +43 - $3BN 7Y FXD At +53 - $4.25BN 10Y FXD At +63 - $1.5BN 20Y FXD At +75 - $4BN 30Y FXD At +83 - $1.5BN 40Y FXD At +95"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020938897572893017)  2026-02-09T19:12Z [----] followers, [---] engagements


"Ok so I read to fast during lunch it's 100B demand not 100B actual debt. $goog is fine lol. However everyone else will have to do much larger raises"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020939337773334706)  2026-02-09T19:14Z [----] followers, [---] engagements


"Lol. $orcl was at insane prices earlier this year. Why would now be different BREAKING: Dont look now but Larry Ellison's net worth is up today more than $15 billion meaning he can easily cover (and then some) the $3 a share extra demanded by David Zaslav of @wbd to upend the @netflix offer for the company's streaming and studio. Story developing BREAKING: Dont look now but Larry Ellison's net worth is up today more than $15 billion meaning he can easily cover (and then some) the $3 a share extra demanded by David Zaslav of @wbd to upend the @netflix offer for the company's streaming and"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2020982450306851259)  2026-02-09T22:05Z [----] followers, [---] engagements


"I expect $cvs to be bought up at open. I'll see if I can sneak in some short term calls"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021198968194285846)  2026-02-10T12:26Z [----] followers, [---] engagements


"Nice earnings for $fisv should help the whole group $four $gpn"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021201338059878639)  2026-02-10T12:35Z [----] followers, [----] engagements


"Yezzir $four Nice earnings for $fisv should help the whole group $four $gpn Nice earnings for $fisv should help the whole group $four $gpn"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021234811289972751)  2026-02-10T14:48Z [----] followers, [---] engagements


"Real leadership @rookisaacman $four As expected Isaacman collapsed his Class B/C shares and waived his TRA benefits. A positive for $FOUR shareholders https://t.co/4AXfgHDQLD As expected Isaacman collapsed his Class B/C shares and waived his TRA benefits. A positive for $FOUR shareholders https://t.co/4AXfgHDQLD"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021236014023372825)  2026-02-10T14:53Z [----] followers, [---] engagements


"So good but it's already so expensive. Ughh $net $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: https://t.co/Hthr14Igjy $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021347905496547452)  2026-02-10T22:17Z [----] followers, [---] engagements


"Theoretically if I have Claude just monitor me working for like a week then like I can recreate myself as an agent That'd be wild. Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5 Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021408186889273831)  2026-02-11T02:17Z [----] followers, [---] engagements


"My firm makes us use Excel templates they created that are total ass. I just decided to go rogue this year because fuck em. I've cut prep time for multiple projects in half. Prob generating like 500k in "savings" on my own. Savings cause salaries are fixed costs (until layoffs)"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021426534234587592)  2026-02-11T03:30Z [----] followers, [---] engagements


"Once they give me my homie claude I'll probably eliminate like 20% of my coworkers in a year. They better make me partner"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021427042999468122)  2026-02-11T03:32Z [----] followers, [---] engagements


"Don't own enough $crox"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021929847820587014)  2026-02-12T12:50Z [----] followers, [---] engagements


"Guiding to be below 8x adjusted earnings still $crox 📊 Crocs $CROX Q4 [----] Earnings ✅ Earnings Beat Adj. EPS: $2.29 YoY: 9.13% (from $2.52) ✅ Revenue Beat Sales: $957.640M YoY: 3.25% (from $989.773M) 🔹 Q1 Adj. EPS Guide: $2.67$2.77 (vs $2.52 est.) 🔹 Q1 Revenue: 5.5% to 3.5% YoY 🔹 FY2026 Adj. EPS Guide: 📊 Crocs $CROX Q4 [----] Earnings ✅ Earnings Beat Adj. EPS: $2.29 YoY: 9.13% (from $2.52) ✅ Revenue Beat Sales: $957.640M YoY: 3.25% (from $989.773M) 🔹 Q1 Adj. EPS Guide: $2.67$2.77 (vs $2.52 est.) 🔹 Q1 Revenue: 5.5% to 3.5% YoY 🔹 FY2026 Adj. EPS Guide:"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021930065596989736)  2026-02-12T12:51Z [----] followers, [---] engagements


"Big win $qvcgp $qvcga Here's same person telling me I am going to lose money on $QVCGP yesterday less than [--] hours ago. Now he/she is gloating about it as if he/she recommended it. This person is a clown https://t.co/y4vp9daSJN Here's same person telling me I am going to lose money on $QVCGP yesterday less than [--] hours ago. Now he/she is gloating about it as if he/she recommended it. This person is a clown https://t.co/y4vp9daSJN"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2021972793269924290)  2026-02-12T15:40Z [----] followers, [---] engagements


"Good silver etc down because deflation coming. Except for healthcare.boomers will buy their life for whatever cost"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022008302788653236)  2026-02-12T18:02Z [----] followers, [---] engagements


"RIP Wendy. $wen Wendy's U.S. same-store sales down 11.3%. Jesus. $WEN Wendy's U.S. same-store sales down 11.3%. Jesus. $WEN"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022339861269868872)  2026-02-13T15:59Z [----] followers, [---] engagements


"I been saying this for a LONG time. All the plebs thought I was dumb about $wbd but their IP value is crazy. You can see it just in how much $$ $amzn and $nflx were spending on total trash content. Gotta have a vision of the future to invest well. The pieces to the puzzle are forming in real time. ByteDance dropped Seedance [---] this week. Within [--] HOURS it was generating Hollywood-quality Spider-Man Star Wars and Stranger Things clips from a 2-line prompt. No permission. No license. No shame. Disney fired a The pieces to the puzzle are forming in real time. ByteDance dropped Seedance 2.0"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022856285268435344)  2026-02-15T02:11Z [----] followers, [---] engagements


"The problem for $goog is that it's hard for anyone to fathom where the incremental revenue to pay for the capex comes from. They NEED to grow revenue 50% with this level of capex spend"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2019418195233501202)  2026-02-05T14:29Z [----] followers, [----] engagements


"@tompaja For real. There will be a lot of value derived from them but it's a hamster wheel of more compute. The companies are not profitable and the capex has a short life. I think profits are gonna be super meh. Soon the stonks will reflect that"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022399950953549910)  2026-02-13T19:58Z [----] followers, [--] engagements


"We are capacity and cash flow constrained* $amzn Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt Garman AWS CEO $AMZN https://t.co/j5NT9AU1Aq Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt Garman AWS CEO $AMZN"  
[X Link](https://x.com/JohnDoeKnowsGuy/status/2022487386681147505)  2026-02-14T01:45Z [----] followers, [---] engagements

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