# ![@KrisPatel99 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2164634358.png) @KrisPatel99 Kris Patel 🇺🇸

Kris Patel 🇺🇸 posts on X about ai, $amzn, $pypl, debt the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2164634358/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2164634358/c:line/m:interactions.svg)

- [--] Week [-------] +74%
- [--] Month [---------] +1.10%
- [--] Months [----------] +154%
- [--] Year [----------] +237%

### Mentions: [--] [#](/creator/twitter::2164634358/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2164634358/c:line/m:posts_active.svg)

- [--] Week [---] no change
- [--] Month [---] +19%
- [--] Months [-----] +90%
- [--] Year [-----] +133%

### Followers: [------] [#](/creator/twitter::2164634358/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2164634358/c:line/m:followers.svg)

- [--] Week [------] +0.36%
- [--] Month [------] +3.20%
- [--] Months [------] +32%
- [--] Year [------] +126%

### CreatorRank: [-------] [#](/creator/twitter::2164634358/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2164634358/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4878 [finance](/list/finance)  40.87% [technology brands](/list/technology-brands)  36.52% [countries](/list/countries)  2.61% [automotive brands](/list/automotive-brands)  2.61% [celebrities](/list/celebrities)  2.61% [cryptocurrencies](/list/cryptocurrencies)  1.74% [luxury brands](/list/luxury-brands)  0.87% [fashion brands](/list/fashion-brands)  0.87% [products](/list/products)  0.87%

**Social topic influence**
[ai](/topic/ai) 15.65%, [$amzn](/topic/$amzn) #626, [$pypl](/topic/$pypl) #160, [debt](/topic/debt) #1377, [meta](/topic/meta) 6.96%, [business](/topic/business) 6.96%, [$meta](/topic/$meta) #321, [$hood](/topic/$hood) #467, [anthropic](/topic/anthropic) #997, [$fisv](/topic/$fisv) #2

**Top accounts mentioned or mentioned by**
[@davidthund27020](/creator/undefined) [@gt97322191](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@idhavaldp](/creator/undefined) [@buildandbet](/creator/undefined) [@rsorenski](/creator/undefined) [@wolf_financial](/creator/undefined) [@midnightcaptl](/creator/undefined) [@kross_roads](/creator/undefined) [@xhonibare](/creator/undefined) [@elonmusk](/creator/undefined) [@aitechandinvest](/creator/undefined) [@robinhoodapp](/creator/undefined) [@vladtenev](/creator/undefined) [@mikeshabandi](/creator/undefined) [@amitisinvesting](/creator/undefined) [@techntech42](/creator/undefined) [@justbill1182](/creator/undefined) [@visheshbajpai13](/creator/undefined) [@throwabull](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Fiserv Inc (FISV)](/topic/$fisv) [Venture Global, Inc (VG)](/topic/$vg) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Microsoft Corp. (MSFT)](/topic/$msft) [Fiserv, Inc. (FI)](/topic/$fi) [UnitedHealth Group (UNH)](/topic/$unh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Now Coin (NOW)](/topic/$now) [Elevance Health Inc (ELV)](/topic/$elv) [Verizon Communications Inc. (VZ)](/topic/$vz) [Toast, Inc. (TOST)](/topic/$tost) [Block, Inc. (XYZ)](/topic/$xyz) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Schlumberger NV (SLB)](/topic/$slb) [Valero Energy Corporation (VLO)](/topic/$vlo) [Baker Hughes Co (BKR)](/topic/$bkr) [Convex Finance (CVX)](/topic/$cvx) [Dutch Bros, Inc. (BROS)](/topic/$bros)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Midnight_Captl Congrats I'm also now a believer. I think if they can keep the same form factor and integrate a transparent screen into the mix. it will be a game changer"  
[X Link](https://x.com/KrisPatel99/status/2022185596517855278)  2026-02-13T05:46Z 40.3K followers, [---] engagements


"Idk about yall but Im feeling like we keep rotating between Utopia and Dystopia thanks to AI The one thing for certain is that I freaking hate AI slop. These AI videos illicit a weird thats not right feeling I cant shake. Is this happening to anyone else Maybe its a natural aversion to the feeling of being lied to but then I know sci fi movies are a lie but I enjoy those"  
[X Link](https://x.com/KrisPatel99/status/2022582971371344361)  2026-02-14T08:05Z 40.3K followers, [----] engagements


"More evidence of Chinese models eroding US model dominance by attacking the one thing they have an edge on COST 🚨This is actually the most mind-blowing Chinese LLM drop. Bytedance has done something special here. Seed [--] Pro crushes every single image and video understanding benchmark a clear #1 while being near frontier on general Intelligence. All while being priced less than Gemini https://t.co/BFBWJXj9eF 🚨This is actually the most mind-blowing Chinese LLM drop. Bytedance has done something special here. Seed [--] Pro crushes every single image and video understanding benchmark a clear #1"  
[X Link](https://x.com/KrisPatel99/status/2022591035323683142)  2026-02-14T08:37Z 40.3K followers, [----] engagements


"Sumitomo Mitsui plans to sharply increase Japanese government bond purchases once yields stabilize potentially doubling its [----] trillion portfolio as record high yields and weaker overseas returns push the bank back toward domestic bonds. SMBC is the 2nd largest Bank in Japan. Its one of their "too big to fail" Now eyes are on MUFG (Mitsubishi UFJ Financial Group) https://twitter.com/i/web/status/2013849166577828322 https://twitter.com/i/web/status/2013849166577828322"  
[X Link](https://x.com/KrisPatel99/status/2013849166577828322)  2026-01-21T05:40Z 40.3K followers, [----] engagements


"What killed the railroad bubble wasnt the demand for transportation it was the plethora of options that destroyed margins. What were seeing today is a frenzy to build datacenters to capture as much marketshare as possible and one of the biggest drivers is the exponential demand by frontier labs to improve models. The models are being rapidly commoditized like Alex Karp at $PLTR mentioned and one of the biggest threats were seeing today is the competition from open source. Open source models can severely erode margins as developers tailor their uses to the cost of the model based on the need"  
[X Link](https://x.com/KrisPatel99/status/2022433380902535565)  2026-02-13T22:11Z 40.3K followers, [----] engagements


"$FISV $TOST $XYZ On the ground DD Clover aka Fiserv is still growing and the businesses that use them love them. Biggest reason for their continued growth is a strong distributor network"  
[X Link](https://x.com/KrisPatel99/status/2022736815179051144)  2026-02-14T18:16Z 40.3K followers, [----] engagements


"@rohindhar Enjoy. lol"  
[X Link](https://x.com/KrisPatel99/status/1732642500232278527)  2023-12-07T06:05Z 40.3K followers, 45.9K engagements


"$BMNR happy UPTOBER =). Lets see how much higher October can take us =)"  
[X Link](https://x.com/KrisPatel99/status/1973309972923686971)  2025-10-01T08:52Z 40.3K followers, 24.4K engagements


"$PLTR Now I dont just regret selling Palantir but saying anything bad ever. Wish I knew this dude was a level [--] Chinese sword master before I said anything about his watch and politics. Watching this. all I could think about is the twist when he thrusts to make sure the stab hurts as much as possible"  
[X Link](https://x.com/KrisPatel99/status/1988443175875211456)  2025-11-12T03:06Z 40.3K followers, 154.7K engagements


"$VG $NEXT $LNG Falling prices in Europe/Asia are hurting spot-exposed names like Venture Global ($VG) immediately. Meanwhile a wave of new supply combined with rising U.S. datacenter demand is crushing the arbitrage spread. $VG is also suffering from headline risk from litigation overhang. Eventually those issues will be settled and once that cloud lifts well see it start getting back to a more normal valuation. Even tolling-based companies like $LNG and $NEXT are seeing multiples compress as the market questions future growth. Weve hit a supply/demand "air pocket." Investors are fearful"  
[X Link](https://x.com/KrisPatel99/status/1998849185794183388)  2025-12-10T20:15Z 40.3K followers, 12.9K engagements


"Welcome to the Space Economy. Todays successful launch of $ASTS BlueBird [--] satellite on ISRO's platform is a showcase of where we are headed as humanity in the next decade. Space X doing an IPO next year $RKLB accelerating their launch cadence. The Space Economy is here. Buckle up"  
[X Link](https://x.com/KrisPatel99/status/2003696799584846238)  2025-12-24T05:18Z 40.3K followers, 23K engagements


"$CVX $VLO $SLB $BKR Under a new regime its likely that output eventually gets back to pre sanction levels of 3-4M barrels a day of exports once infrastructure investments and production starts to pickup. Companies like Baker Hughes and Schlumberger will benefit from infrastructure upgrades. This would be a huge unlock of value to the Venezuelan economy and its people. It would also likely put a cap higher oil and gasoline prices into 2030s+ Id say the likelihood of a resurgence in inflation should be a pretty low probability going forward. https://twitter.com/i/web/status/2007491504546202018"  
[X Link](https://x.com/KrisPatel99/status/2007491504546202018)  2026-01-03T16:37Z 40.3K followers, [----] engagements


"$LNG $VG SpaceX is going to produce Starships like they're Aeroplanes With a $250 million Gigabay at Starbase the company is accelerating Starship production. The 700000-square-foot facility is designed to manufacture up to [----] rockets per year. https://t.co/WqfMtvfoBu SpaceX is going to produce Starships like they're Aeroplanes With a $250 million Gigabay at Starbase the company is accelerating Starship production. The 700000-square-foot facility is designed to manufacture up to [----] rockets per year. https://t.co/WqfMtvfoBu"  
[X Link](https://x.com/KrisPatel99/status/2007861183592931512)  2026-01-04T17:06Z 40.2K followers, 24.2K engagements


"Just covered all my naked leaps =). Feels good to have a nice cash cushion going into February. Anyone else doing the same"  
[X Link](https://x.com/KrisPatel99/status/2009317673373716742)  2026-01-08T17:33Z 40.3K followers, 12.9K engagements


"New Gas Plants $VG $NEXT @esatoshiclub @spectatorindex As of January [----] there are no announced plans to relaunch Germany's decommissioned nuclear plants. While Chancellor Merz has called the phase-out a strategic mistake sources indicate restarting is unfeasible due to high costs dismantled infrastructure and political @esatoshiclub @spectatorindex As of January [----] there are no announced plans to relaunch Germany's decommissioned nuclear plants. While Chancellor Merz has called the phase-out a strategic mistake sources indicate restarting is unfeasible due to high costs dismantled"  
[X Link](https://x.com/KrisPatel99/status/2011900249024209291)  2026-01-15T20:36Z 40.3K followers, 13.6K engagements


"$bros Dutch Bros Atlanta :). Busy drive through on a Saturday"  
[X Link](https://x.com/KrisPatel99/status/2012644752185774511)  2026-01-17T21:54Z 40.2K followers, [----] engagements


"SAAS names like $NOW seem to be getting the $META [----] treatment Anyone think @chamath is wrong and some SAAS names could actually benefit from AI What would be a compelling entry price"  
[X Link](https://x.com/KrisPatel99/status/2014707957661839732)  2026-01-23T14:33Z 40.3K followers, 28.5K engagements


"Guys if this is even remotely true were looking at 100bps of cuts in [--]. Seeing data from shelter Im inclined to believe this whole heartedly Now the question is how to best play this. Banks might be the biggest beneficiaries. Especially if short duration drops and long duration remains elevated. That yield curve steepening trade will boost NII margins and a wave of refinancing could boost earnings. What does everyone else think or are seeing in their localities We hope the @federalreserve would at least take a look at our real price data which show inflation already below 2% @realDonaldTrump"  
[X Link](https://x.com/KrisPatel99/status/2014891321685626890)  2026-01-24T02:41Z 40.3K followers, 31K engagements


"$UNH Turn around is starting to materialize. While the raw numbers were a miss [----] guidance shows marked improvement vs [----] margins. This is the confirmation needed to atleast make a floor possible. The Medicare advantage payment rate increase projections for [----] + the onetime restructuring charges are pushing the price lower. On a positive side note the debt to equity ratio target is within target for [----] which means [----] will be a year of full share repurchase from the currently restrained guidance for [----]. Earnings are also being guided higher. At the current price target of $17.75"  
[X Link](https://x.com/KrisPatel99/status/2016129604075819083)  2026-01-27T12:42Z 40.2K followers, 32.8K engagements


"$UNH $ELV $CVS $CI $HUM $CNC $MOH This chart is one of the most important ones to know to understand the dynamics of which subset of the health insurance industry is covered by who. Todays sell off was led by Medicare Advantage reimbursement view"  
[X Link](https://x.com/KrisPatel99/status/2016340602841899059)  2026-01-28T02:40Z 40.3K followers, 40K engagements


"$AMZN After today's move on $META I think everyone really needs to pay closer attention to Amazon. Amazon should be at least 25%-40% higher than its trading today. [--]. Its got the biggest Cloud [--]. Its got its own Chips [--]. Its got ownership in AI models that are surging in valuation [--]. Its got the largest retail platform in the world [--]. Its got its own autonomous car platform [--]. Its got its Leo satellite program [--]. Its got a membership platform with Prime + its own studios [--]. Its got one of the most direct Ad distribution platforms. [--]. Its got its own logistics supply chain and warehouses 10."  
[X Link](https://x.com/KrisPatel99/status/2016739800619913580)  2026-01-29T05:06Z 40.3K followers, 61.8K engagements


"@WillyFalco Its definitely not as bad as China but we've got a lot of shadow inventory that's off market. We also have a lot of commercial real estate that's below the occupancy level required to service the underlying debt"  
[X Link](https://x.com/KrisPatel99/status/2016820395676975374)  2026-01-29T10:27Z 40.2K followers, [--] engagements


"CPI shelter is likely to absolutely collapse in the coming years. If it weren't for OER methodology used by BLS it would already show the change in real time data. Owner's Equivalent Rent (OER) in the Consumer Price Index (CPI) has a significant well-documented lag compared to real-time market data often taking [--] to [--] months to reflect current market conditions. Vacancy rates up above Pre-Pandemic levels. https://twitter.com/i/web/status/2016821492055523525 https://twitter.com/i/web/status/2016821492055523525"  
[X Link](https://x.com/KrisPatel99/status/2016821492055523525)  2026-01-29T10:31Z 40.2K followers, [----] engagements


"Anyone else thinking about catching any fallen knives today Im looking to take a shot at $NOW I use it for work and dont see how it can be replaced by anything created by an LLM. The amount of time to develop bug fix market and sell retrain end users transition and maintain backend support security patches and plug vulnerabilities All while $NOW uses the same AI products to front run you with while bleeding you run you into oblivion As far as I can tell AI isnt going to disrupt someone like now it will probably enable a higher and stronger most. Could there be some pricing dynamic changes"  
[X Link](https://x.com/KrisPatel99/status/2016946361996890227)  2026-01-29T18:47Z 40.3K followers, 14K engagements


"Has anyone looked at $PSTG Gavin Bakers largest position Its his largest position at almost 8%+ Whats the angle he sees that others are not. You would think with Storage and Ram sector heating up these guys would catch a bid but it hasnt materialized. Would love to hear your thoughts Kioxia says AI data centers need more high-density NAND/SSDs while Samsung SK Hynix and Micron chase HBM. It extended its SanDisk JV through 2034; SanDisk will pay $1.165B through [----]. Kioxia plans capacity growth slightly above 20% bit growth. Kioxia says AI data centers need more high-density NAND/SSDs while"  
[X Link](https://x.com/KrisPatel99/status/2017214134392136070)  2026-01-30T12:31Z 40.3K followers, 28.7K engagements


"$VZ Back in growth mode. Good to see. With debt under control Frontier deal being closed and now sub growth accelerating dividend chasing from rate cuts should be a nice year for $VZ"  
[X Link](https://x.com/KrisPatel99/status/2017222279445250351)  2026-01-30T13:04Z 40.2K followers, [----] engagements


"@InvestingVisual Its also growing the top line at the slowest pace in its history. Be careful with with cashflow multiples when growth multiples are also contracting"  
[X Link](https://x.com/KrisPatel99/status/2018245788220940685)  2026-02-02T08:51Z 40.2K followers, [----] engagements


"$PYPL This is a cash cow with a lot of years worth of milk left. Who should buy them I think @elonmusk $tsla xAI should consider buying them and using AI to improve them and use cash to boost value for combined SpaceX xAI Tesla"  
[X Link](https://x.com/KrisPatel99/status/2018687327476896001)  2026-02-03T14:05Z 40.3K followers, 30K engagements


"Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of the greatest comeback stories for a founder to comeback and takeover. Very similar to Steve Jobs returning to Apple. I think @elon will go for it at the end of the day this was his launchpad to success even for sentimental reasons he might be motivated. http://X.com http://X.com"  
[X Link](https://x.com/KrisPatel99/status/2018692796677234740)  2026-02-03T14:27Z 40.3K followers, 28.9K engagements


"This is bullish for $AMZN Amazons equity has gone up significantly BUT whats more important is that Anthropic primarily uses AWS. That data center in Indiana project Reiner is up and running with [------] trainium [--] chips with plans to increase this to 1M chips as it continues to scale up. The best part of this is that there is 0% $NVDA tax. All of those chip margin gets retained by $AMZN. Theres also no waiting for $NVDA allocations Amazon is taking this buildout by the horns. If we see reacceleration in AWS the market will likely reprice higher. We arent talking enough just how much AI in"  
[X Link](https://x.com/KrisPatel99/status/2018702752386322885)  2026-02-03T15:06Z 40.3K followers, 29K engagements


"Anyone else thinks were entering into Industries companies and jobs likely to be disrupted by AI Vs. Industries companies and jobs likely SAFE from AI. Were headed into a sea change of sentiment pointing toward a massive deflationary wave coming our way Looking 5-10 years out I think the shrinking cost of labor will propel the next step of human evolution towards the stars. A lot of industries are about to get significant boosts in productivity and reduction in costs. Healthcare is one of the areas that I think could see a huge AI boost that could possibly extend human life to beyond the 100"  
[X Link](https://x.com/KrisPatel99/status/2018897826168643946)  2026-02-04T04:02Z 40.3K followers, 13.5K engagements


"If the current sell off persists we're likely to see some big impacts to headline CPI. The stock market has been keeping spending elevated by the top of the K shape and if equity markets take a bit of breather we're likely to see some level of a pullback. This does serve the admins agenda of lower rates but not for the right reasons. The SAAS is dead narrative might be one of the biggest buying opportunities in the market but not right now. When costs drop innovation and demand surges. So many of these companies seat based pricing model is under pressure but they can make much of that up with"  
[X Link](https://x.com/KrisPatel99/status/2019120320221688109)  2026-02-04T18:46Z 40.2K followers, [----] engagements


"How can the market be both bearish software stocks because of AI agents while simultaneously selling off AI hardware and model companies who the AI agents will learn and live on The current market is just being cautious to be cautious. The Claude agent debate feels similar to the DeepSeek moment from last year. $GOOGL $META $MSFT have increased capex guides and the market is getting worried a bit about ROI but the part people are failing to see is a significant reaccelerating demand on AI cloud services. $AMZN is up next and will like present a similar outlook but how the market will react is"  
[X Link](https://x.com/KrisPatel99/status/2019217685070872588)  2026-02-05T01:13Z 40.2K followers, [----] engagements


"$PYPL Great listen https://youtu.be/h_gnNGTIL0gsi=kzqgrNElHo7vUsSF https://youtu.be/h_gnNGTIL0gsi=kzqgrNElHo7vUsSF"  
[X Link](https://x.com/KrisPatel99/status/2019485919179403339)  2026-02-05T18:58Z 40.2K followers, 11.5K engagements


"Only a matter of time before AI takes over and decides we're the problem. Please for the love of god dont put AI in hardware. 4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory we believe that Claude Code will be 20%+ of all daily commits by the end of [----]. While you blinked AI consumed all of software development. Read more 👇 https://t.co/HzK4nbe2vy https://t.co/E1kIjfrNgk 4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory we believe that Claude Code will be 20%+ of all daily commits by the end"  
[X Link](https://x.com/KrisPatel99/status/2019514663428382775)  2026-02-05T20:53Z 40.2K followers, [----] engagements


"$AMZN . spending money to make money. Im all for it"  
[X Link](https://x.com/KrisPatel99/status/2019531133713600839)  2026-02-05T21:58Z 40.3K followers, 12.4K engagements


"@AITechAndInvest Yes. Still have plenty of UNH"  
[X Link](https://x.com/KrisPatel99/status/2019592950402195541)  2026-02-06T02:04Z 40.2K followers, [---] engagements


"The carnage in the SAAS space is likely to continue as many of the companies were already at a mature stage in their life cycle and were pretty much transitioning from Growth to Value. Most of their cashflows were going towards shareholder returns via dividends and buybacks. With the high free cashflow generation capabilities now under scrutiny the market is likely to discount AI disruption risk and thus compress multiples even further. In my opinion some have durable moats that might be able to survive the shift but many don't. The question then becomes where is the floor Under these"  
[X Link](https://x.com/KrisPatel99/status/2019704383672373651)  2026-02-06T09:27Z 40.2K followers, 13.2K engagements


"$SBUX Great move by Starbucks. Lets see how fast my wife gets to "Reserve" =/"  
[X Link](https://x.com/KrisPatel99/status/2019752488081994110)  2026-02-06T12:38Z 40.3K followers, [----] engagements


"@Giru_thandapani Ill take a look. I like the business but Im into fiserv mostly"  
[X Link](https://x.com/KrisPatel99/status/2019932522717532661)  2026-02-07T00:33Z 40.2K followers, [---] engagements


"The sheer number of people starting to wake up to the positives of AWS reacceleration is a great sign. While a lot of people and markets were freaked out about the size of the guided CAPEX they ignored what is arguably one of the biggest shifts in a positive way for the company. Growing the most profitable part of your business is going to translate to increased profits and margins. Keep the faith and let @JeffBezos and @ajassy do their thing. Glad to see guys like @ChrisCamillo @WisemanCap sounding dispelling the dying business narrative that some people have been pushing. I added this"  
[X Link](https://x.com/KrisPatel99/status/2019937296636600744)  2026-02-07T00:52Z 40.2K followers, 14.2K engagements


"@sundeep They're also generating the most EBITDA and operating cashflow. they've 3x EBITDA and 4x Operating cashflow"  
[X Link](https://x.com/KrisPatel99/status/2020230477102399659)  2026-02-07T20:17Z 40.2K followers, [---] engagements


"Weird question but who is @elonmusks best friend 🧐"  
[X Link](https://x.com/KrisPatel99/status/2020293351526846611)  2026-02-08T00:27Z 40.3K followers, 19.9K engagements


"@Couch_Investor @JuanRodrig07 There isnt much in equities order flow"  
[X Link](https://x.com/KrisPatel99/status/2020377248734593401)  2026-02-08T06:00Z 40.2K followers, [---] engagements


"$HOOD Is anyone else still waiting patiently for the credit card or banking access If theres one thing Im sincerely disappointed with when it comes to Robinhood is the pace of their product availability post launch Been an avid user for the for ever but it seems like they launch products but keep people of the waitlist forever. Not sure what the hold up is to honest but there comes a point when the enthusiasm from the launch starts to die out. I was super enthusiastic about the banking launch but still waiting Im literally trying to complete the brokerage savings checking and credit card loop"  
[X Link](https://x.com/KrisPatel99/status/2020380354893234177)  2026-02-08T06:13Z 40.2K followers, [----] engagements


"@PLTR4US lol your the dude with palantir ;)"  
[X Link](https://x.com/KrisPatel99/status/2020431154860740988)  2026-02-08T09:34Z 40.2K followers, [---] engagements


"$HOOD People are looking at this chart and wondering how RobinHood makes so much from options and crypto but not as much from equities. PFOF: Payment for Order flow A $1000 investment in a $25 stock generates roughly [--] cents in PFOF while the same investment in a $5 option generates roughly [--] cents in PFOF. Options have wider bid-ask spreads and higher volatility allowing market makers to capture more spread-based profit. Market makers those who pay Robinhood are algorithmically picking off Pennies from trades. They make more money when the spread between what youre willing to pay and what"  
[X Link](https://x.com/KrisPatel99/status/2020445592980201686)  2026-02-08T10:32Z 40.3K followers, 30.7K engagements


"@mitch_curlee Didnt say I was Im actually pretty dumb. I sold a palantir at [--] before a generational run"  
[X Link](https://x.com/KrisPatel99/status/2020544345905201640)  2026-02-08T17:04Z 40.2K followers, [---] engagements


"@BuildAndBet @ramahluwalia @acce Kind of depends on personal risk tolerance I suppose"  
[X Link](https://x.com/KrisPatel99/status/2020727241357852709)  2026-02-09T05:11Z 40.3K followers, [---] engagements


"The drawdown in Software (SaaS) isnt "value" its just following growth slowdown. [--] PE on a business growing at 10-12% isnt exactly "value" Some have significant free cashflows that they can use to buy back shares to generate great future earnings but that's going to be evaluated on a [--] on [--] basis. I wouldn't buy a software stock growing at 10% Revenue at [--] PE but at a PE of 10-15 with a good amount of the FCF going towards share repurchase could be good. The transition from growth to value in SAAS will def produce returns long term but each company needs to be evaluated individually to"  
[X Link](https://x.com/KrisPatel99/status/2020739758310174758)  2026-02-09T06:01Z 40.3K followers, 17.6K engagements


"@MikeShabandi Depends on the earnings report. Would love to see how much their growing the prediction markets revenue. Its an entirely new business line and could buttress any drop from crypto volume weakness"  
[X Link](https://x.com/KrisPatel99/status/2020763556740825532)  2026-02-09T07:35Z 40.3K followers, [---] engagements


"$AMZN AWS is coming off of a low base 38% y-o-y growth rate is absolutely possible. This kind of rerating would be a huge driver and would shift the CAPEX narrative. $275-300 EOY is the likely outcome"  
[X Link](https://x.com/KrisPatel99/status/2020894582972527001)  2026-02-09T16:16Z 40.3K followers, 11.6K engagements


"$AMZN Slow and Steady wins the race ;) https://t.co/d0nvnvxVYR https://t.co/d0nvnvxVYR"  
[X Link](https://x.com/KrisPatel99/status/2020895303067427103)  2026-02-09T16:19Z 40.3K followers, 68.9K engagements


"Healthcare admin costs alone are prob north of a trillion globally Total healthcare costs globally about $11T. Healthcare is probably 5060% knowledge work. Diagnose treat recheck recheck rehab recheck recheck etc Reducing the cost of diagnosis and rechecks and documentation of all the rechecking and billing it all AI in healthcare is going to be a massive TAM unlock"  
[X Link](https://x.com/KrisPatel99/status/2020949854466212241)  2026-02-09T19:56Z 40.3K followers, [----] engagements


"Disinflation is upon us Rental Vacancy rates are above pre-COVID when shelter inflation was tamed. If vacancies keep climbing were going to see significant price cuts in rental market and thus keeping buyers away from housing. This balancing will be a huge disinflationary wave US RENTS FALL 1.4% YoY FOR 32ND STRAIGHT MONTH; RENTING CHEAPER THAN MORTGAGES ACROSS ALL TOP [--] METROS US RENTS FALL 1.4% YoY FOR 32ND STRAIGHT MONTH; RENTING CHEAPER THAN MORTGAGES ACROSS ALL TOP [--] METROS"  
[X Link](https://x.com/KrisPatel99/status/2020959100117328024)  2026-02-09T20:32Z 40.3K followers, 11.8K engagements


"@drp825_ Its getting there"  
[X Link](https://x.com/KrisPatel99/status/2020997924881055900)  2026-02-09T23:07Z 40.3K followers, [----] engagements


"Monday Night Stocks with Steve and Kris https://x.com/i/broadcasts/1nAKEEgMLgvKL https://x.com/i/broadcasts/1nAKEEgMLgvKL"  
[X Link](https://x.com/KrisPatel99/status/2021042330799833526)  2026-02-10T02:03Z 40.3K followers, [----] engagements


"$AMZN Citizens bank upgrades $AMZN on the back of accelerating AWS revenue. AWS reacceleration to 30%+ for [----] Price target of $315"  
[X Link](https://x.com/KrisPatel99/status/2021269067781333391)  2026-02-10T17:04Z 40.3K followers, 12K engagements


"@Couch_Investor Yeah. Its way better but their investing portion sucks :/"  
[X Link](https://x.com/KrisPatel99/status/2021304922189312492)  2026-02-10T19:27Z 40.3K followers, [----] engagements


"@therealmonkad @ZeroAda4 You have to put @ in front of his user name in search. He didnt delegate anything"  
[X Link](https://x.com/KrisPatel99/status/2021366902568910870)  2026-02-10T23:33Z 40.3K followers, [--] engagements


"@shisodia_sumeet I think some will def face headwinds. but if people look deep enough they'll find that AI actually strengthens moats and adoption. Cant say for certain where the bottom is though. atleast not yet"  
[X Link](https://x.com/KrisPatel99/status/2021512806139666447)  2026-02-11T09:13Z 40.3K followers, [---] engagements


"@livestrong9991 @Midnight_Captl You mean like Coreweave"  
[X Link](https://x.com/KrisPatel99/status/2021657279523913953)  2026-02-11T18:47Z 40.3K followers, [---] engagements


"My bet is that they improve net profit margins to 20%+ over the next 2-3 years. Their growth businesses are also their highest margin. [--]. AWS (Sell AI workloads) growth 20-30% projected with 35% margin [--]. Ads (AI targeting) 20-25% projected growth with 40%-60% margin [--]. Third Party fulfillment (Robotic Automation) growth of 10-25% with a [--] to 30% margin https://twitter.com/i/web/status/2021802110019310076 https://twitter.com/i/web/status/2021802110019310076"  
[X Link](https://x.com/KrisPatel99/status/2021802110019310076)  2026-02-12T04:22Z 40.3K followers, [---] engagements


"@FlexInvest7 Its an even bigger no brainer now :)"  
[X Link](https://x.com/KrisPatel99/status/2022002751748944009)  2026-02-12T17:39Z 40.3K followers, [----] engagements


"@GT97322191 @Midnight_Captl All these people going ham on Mac mini is crazy feel like that might result in a crazy beat"  
[X Link](https://x.com/KrisPatel99/status/2022207730258526510)  2026-02-13T07:14Z 40.3K followers, [--] engagements


"I love the US Capital markets and the companies here but Id love to ask people on here which companies with operations primarily outside the US that might be worth looking into Feel like there is a global stock rotation incoming and it might be worth a look Thank you Pref something with US listings. https://twitter.com/i/web/status/2010370620278571355 https://twitter.com/i/web/status/2010370620278571355"  
[X Link](https://x.com/KrisPatel99/status/2010370620278571355)  2026-01-11T15:18Z 40.3K followers, 17K engagements


"$PYPL opened a Long on PainPal After reading the comments on here and genuine hate this company is getting with little to know understanding of business fundamentals it seems weve hit a very Interesting point. Or maybe some people just like the pain ;) This feels similar to $VZ with some Interesting caveats. My condolences to those who took the L and sold but Im more than happy to pick up your bags. https://twitter.com/i/web/status/2019151361024069701 https://twitter.com/i/web/status/2019151361024069701"  
[X Link](https://x.com/KrisPatel99/status/2019151361024069701)  2026-02-04T20:49Z 40.3K followers, 29.9K engagements


"Agree every hyperscaler is guiding for more capex. If all the value is being extracted from software stocks being replaced by AI agents then it seems like a no brainer that those AI agents will need to run on something. Supermicro already proved out that capital flow is going to more Nvidia chips. https://twitter.com/i/web/status/2019214450478420123 https://twitter.com/i/web/status/2019214450478420123"  
[X Link](https://x.com/KrisPatel99/status/2019214450478420123)  2026-02-05T01:00Z 40.3K followers, [----] engagements


"$AMZN One of the things that I keep seeing on hear is how Amazon is a dying business with thin margins oh really Margins have continuously expanded with revenue growth. Ads subscriptions third party seller services AWS all monetize at much higher margins"  
[X Link](https://x.com/KrisPatel99/status/2019899725793607874)  2026-02-06T22:23Z 40.3K followers, 12.6K engagements


"Why I think interest rates will fall faster than people are currently assuming. Show me this in [--] year"  
[X Link](https://x.com/KrisPatel99/status/1858372323549589659)  2024-11-18T04:51Z 40.3K followers, 282K engagements


"Managed Health on the move with congress negotiations. $ELV $UNH $IH"  
[X Link](https://x.com/KrisPatel99/status/1973750830189945043)  2025-10-02T14:04Z 40.3K followers, 21.5K engagements


"$PYPL As much as I love the tail eating thesis behind paypal they need a new growth engine to re-accelerate growth. With their cashflows. they could buy something thats growing fast but isnt profitable and need capital. Who should they buy"  
[X Link](https://x.com/KrisPatel99/status/1984325829988663400)  2025-10-31T18:25Z 40.3K followers, 19.7K engagements


"If the UK had any sense in them they would be buying equity in $VG and $NEXT right now and then locking in Nat Gas contracts. The Equity gains will give them a giant discount to the cost paid for Nat Gas. Cheap reliable US LNG will give them the ability to develop enough base load to control costs. This is exactly what the Koreans and Japanese have been doing RISKY: Rolls-Royce has threatened it will move its $1.6 trillion jet engine project and [-----] jobs from U.K. to the U.S due to high energy costs https://t.co/lkPkN78iqE RISKY: Rolls-Royce has threatened it will move its $1.6 trillion jet"  
[X Link](https://x.com/KrisPatel99/status/2009613788333396285)  2026-01-09T13:10Z 40.3K followers, 30.7K engagements


"$NEXT The current market weakness in LNG liquefaction industry is a opportunity for those with capital to secure future supply at a significant discount through equity investment. One of South Koreas largest conglomerates has been buying up equity stakes in Next Decades Rio Grande project because they know once the company starts throwing off dividends theyll be able to hedge their commodity risk. Its like buying Apple in [----] had you bought Apple in [----] the dividend alone would have made every future iPhone free from dividends. These guys will do the same. Buy an equity stake in a company"  
[X Link](https://x.com/KrisPatel99/status/2009985813275086889)  2026-01-10T13:48Z 40.3K followers, 15.6K engagements


"$SPY $QQQ $DJIA One of key parts ofTrumps speech that everyone should focus on is this I dont think Ive ever heard any US president as openly concerned with the stock market as Trump. He basically revealed to world that he doesnt care about real value of the underlying businesses but the stock price. If the barometer for success is stock market performance I think its safe to say that its a pain point that will guide decision making. Im sure well get the inevitable crashs but its becoming abundantly clear that Trump cannot handle stock market pain beyond a finite threshold. As seen during the"  
[X Link](https://x.com/KrisPatel99/status/2014038603412775315)  2026-01-21T18:13Z 40.3K followers, 14.5K engagements


"$SFM conducting on the ground research so far Im digging it"  
[X Link](https://x.com/KrisPatel99/status/2015131168694305069)  2026-01-24T18:34Z 40.3K followers, [----] engagements


"Is Clawdbot and Anthropic having a ChatGPT moment. Im seeing everyone talking about it. Everyone is running it on a Mac Mini"  
[X Link](https://x.com/KrisPatel99/status/2015184816317051337)  2026-01-24T22:07Z 40.3K followers, 28K engagements


"@TravisHoium You missed $AMZN :). Amazons Capex is financed from op cash. Long term debt is stable. Also $META has off balance sheet exposure via blue owl JV"  
[X Link](https://x.com/KrisPatel99/status/2017985632279122092)  2026-02-01T15:37Z 40.3K followers, [----] engagements


"Ive been using the $META Rayban glasses for a few days now thanks to @amitisinvesting. While he didnt see the value in them Im surprised at just how useful they seem to be so far. While they may be in its earliest form I can see how these could effectively become a default accessory to a persons phone. The ability to do things hands free has been great so far and thats without a HUD like screen that can cast a visual. The audio quality is actually really good and I could see myself using these throughout the day as a productivity enhancement tool. The only downside I see is the likelihood of"  
[X Link](https://x.com/KrisPatel99/status/2019231516946055463)  2026-02-05T02:08Z 40.3K followers, 16.2K engagements


"$PYPL $HPQ The AI slop is getting bad and now LLM's are looking into false information to draw up incorrect conclusions. Is anyone else seeing what I'm seeing I found [--] different instances of AI citing false information and its getting bad. Here are both examples. example #1. New CEO Enrique Lores will travel back in time to lead PayPal. example #2. Alex Chris is leaving PayPal to become the CEO at HP lol STOP THE AI SLOP https://www.webpronews.com/inside-the-boardroom-breakdown-how-paypals-ceo-departure-caught-hps-directors-off-guard/ https://valuesense.io/news/paypal-new-ceo-enrique-lores"  
[X Link](https://x.com/KrisPatel99/status/2019292686323155200)  2026-02-05T06:11Z 40.3K followers, [----] engagements


"$PYPL Bought more PainPal this morning Thesis is simple: Its oversold. I love Roy: @Kross_Roads but his selling was the trigger for me. Hes covered this company for so long and him selling out of deep frustration is a good sentiment indicator for me. PS while this may seem like a large position its not enough to break me. Also the position is [--] years out. [--] years of growth [--] years worth of compounded earnings [--] years worth of share repurchases [--] years of activist battles [--] years of cost cutting. People bought a value company at growth multiples. Now that its in DEEP value people are ignoring"  
[X Link](https://x.com/KrisPatel99/status/2019451979332772118)  2026-02-05T16:44Z 40.3K followers, 50K engagements


"$AMZN $GOOGL $MSFT $META This feels like [----] all over again except for [--] major caveat. In [----] all the MAG7 names were fighting for people and they all over hired. It got to the point we started to see those day in the life videos with a bunch of useless Product managers eating between team building meeting with little to no actual work being done. While those expenses didnt materialize into more durable earnings they did end up causing the market to re-evaluate future multiples. The market forced the companies to shed excess employees and get a grip on its spending. What were seeing today"  
[X Link](https://x.com/KrisPatel99/status/2019565199473180814)  2026-02-06T00:13Z 40.3K followers, 37.7K engagements


"$HOOD Is anyone else still waiting patiently for the credit card or banking access If theres one thing Im sincerely disappointed with when it comes to Robinhood is the pace of their product availability post launch Been an avid user for the for ever but it seems like they launch products but keep people of the waitlist forever. Not sure what the hold up is to honest but there comes a point when the enthusiasm from the launch starts to die out. I was super enthusiastic about the banking launch but still waiting Im literally trying to complete the brokerage savings checking and credit card loop"  
[X Link](https://x.com/KrisPatel99/status/2020382458370244662)  2026-02-08T06:21Z 40.3K followers, 65.5K engagements


"$HOOD Thank you @RobinhoodApp @vladtenev @AskRobinhood $HOOD Is anyone else still waiting patiently for the credit card or banking access If theres one thing Im sincerely disappointed with when it comes to Robinhood is the pace of their product availability post launch Been an avid user for the for ever but it seems like https://t.co/kRLrQebmdZ $HOOD Is anyone else still waiting patiently for the credit card or banking access If theres one thing Im sincerely disappointed with when it comes to Robinhood is the pace of their product availability post launch Been an avid user for the for ever"  
[X Link](https://x.com/KrisPatel99/status/2021288909360202074)  2026-02-10T18:23Z 40.3K followers, 26.2K engagements


"$HOOD Within 5-10 min of using banking app Ive found some big vulnerabilities to growth at least for now. Not sure how easy they will be to fix but #1. Lack of Zelle support #2. External accounts need naming support. As in when you have multiple external accounts you can do a nick name. #3. Theres no business accounts #4. Lack of bill pay ( I may not have figured it out yet) Overall this isnt going to replace your traditional banking service yet. Great UI benefits look great 3.5% for checking and savings is AMAZING Inflows prediction market growth revenue per user gold subs. More important"  
[X Link](https://x.com/KrisPatel99/status/2021302761845936542)  2026-02-10T19:18Z 40.3K followers, 50.4K engagements


"$FISV The comeback is real. Great quarter with a lot of great catalysts on the way. $FISV working with $HOOD on debit card processing. Brazil Japan and Canada growing nicely. Clover is a big under appreciated asset"  
[X Link](https://x.com/KrisPatel99/status/2021317088342684087)  2026-02-10T20:15Z 40.3K followers, [----] engagements


"$FISV Last CEO created a giant mess for new leadership to clean up but they are well on their way. Theyve started to tackle their debt and will eventually return back to significant share repurchases as part of the capital deployment strategy. Market is discounting them way too hard and overtime will return to back to normal fundamentals. Def one of the best boring but profitable plays in the market for anyway wants deep value. 13-Fs will probably show accumulation by smart money over the next few quarters as the turn around shapes shape. Great job by Mike Lyons"  
[X Link](https://x.com/KrisPatel99/status/2021466029197504703)  2026-02-11T06:07Z 40.3K followers, [----] engagements


"Grok says: The post highlights Fiserv ($FISV) as an undervalued deep value stock praising new CEO Mike Lyons for addressing debt from prior leadership's Worldpay acquisition and signaling future share repurchases amid improving cash flows shown in the attached chart. Fiserv's Q4 [----] earnings released February [--] [----] beat expectations with $1.98 EPS versus $1.90 forecast driving a 4.9% stock rise to $62.61 though challenges persist in losing market share to smaller credit unions. Anticipated 13F filings may reveal institutional accumulation aligning with the post's view of a turnaround"  
[X Link](https://x.com/KrisPatel99/status/2021466492139688192)  2026-02-11T06:09Z 40.3K followers, [----] engagements


"With the current drawdown in some tech and SAAS names its always a good idea to remember that fortunes are made during red days and fortunes are lost during green days. If you bought into any of these Regional Banks you would have been up triple digits today. If you bought $TFC spreads. you would have been up 700%. Friendly reminder of why buying strong businesses during a period of short term weakness pays off. Why I'm bullish on $TFC. @RemindMe_OfThis in [--] year. https://t.co/CQtTgukZvV Why I'm bullish on $TFC. @RemindMe_OfThis in [--] year. https://t.co/CQtTgukZvV"  
[X Link](https://x.com/KrisPatel99/status/2021509193627238800)  2026-02-11T08:58Z 40.3K followers, 14.4K engagements


"At some point it might be worth shorting $NVDA and pair trade it with being long a combination of $AMZN $META $MSFT not right now though. The thesis is that these Mega Caps will decrease capex expansion and go into optimization and cost rationalization mode. Who knows though $NVDA If I was Jensen I would buy equity stakes in $MSFT $META and $AMZN. This way if growth slow down happens the equity gains from hyperscalers will offset. Also you might be able to get a few board seats in there :) https://twitter.com/i/web/status/2021634344511566171 https://twitter.com/i/web/status/2021634344511566171"  
[X Link](https://x.com/KrisPatel99/status/2021634344511566171)  2026-02-11T17:16Z 40.3K followers, 19.5K engagements


"Makes you wonder just how much will CAPEX be in [----] [--]. 10%+ [--]. 20%+ [--]. 30%+ [--]. 40%+ [--]. 50%+ With companies tapping debt markets and being rated down feel like it will be less 10-20% what does everyone else think"  
[X Link](https://x.com/KrisPatel99/status/2021793031788077442)  2026-02-12T03:46Z 40.3K followers, [----] engagements


"1M paid weekly. will turn into 1M paid daily in shorter time than most people think. I have a feeling in the next 5-10 years the idea of car ownership by most Urban dwellers will become a thing of the past. Between the cost of Parking financing maintenance and insurance. its probably easier to just use a combination of public transport for daily commute for long distance and autonomous for last mile. Waymo Alphabets autonomous driving unit will hit more than [--] million paid weekly robotaxi rides in the US by the end of this year according to co-CEO Tekedra Mawakana https://t.co/eGmuGecZ48"  
[X Link](https://x.com/KrisPatel99/status/2021820568874426814)  2026-02-12T05:36Z 40.3K followers, 11.6K engagements


"$AMZN $GOOGL $MSFT $NVDA Looks like AWS Bedrock strategy is working well. From the looks of it developers are switching between models based on price/performance AWS captures the revenue regardless of the winner provided they host the model. AWS is likely capturing the open-model inference market. This shifts the war from Software (who has the smartest chatbot) to Hardware (who has the most efficient chips). This is bullish for clouds investing in custom silicon (AWS Inferentia/Trainium and Google TPUs) and potentially bearish for clouds relying solely on expensive Nvidia hardware if they"  
[X Link](https://x.com/KrisPatel99/status/2021835579638313302)  2026-02-12T06:35Z 40.3K followers, 15.1K engagements


"Post GFC and COVID - the low interest rate environment helped finance a lot of deficit spending. We're slowing working out way out of that mess. One good thing is that with AI we could see a deflationary environment that sees financing costs come down for Government debt but hopefully we get politicians with enough courage to tackle the debt and long term obligations that could bankrupt us in the future. https://twitter.com/i/web/status/2021862362630799364 https://twitter.com/i/web/status/2021862362630799364"  
[X Link](https://x.com/KrisPatel99/status/2021862362630799364)  2026-02-12T08:22Z 40.3K followers, [----] engagements


"$FISV $PYPL $SOFI $HOOD Any else leaving into the current fintech sell off Seems like a no brainer long term to me"  
[X Link](https://x.com/KrisPatel99/status/2022001837050933463)  2026-02-12T17:36Z 40.3K followers, 21.4K engagements


"$PYPL Just to highlight something eBay a company everyone left for dead was able to canabalize itself into a massive upswing. PayPal is now in a similar position. People should take a few minutes to understand the value in a business that generates enough cashflow to buy itself at the rate of 15-18% per year. This is the time to think 2-3 years into the future. With little to no NET debt. https://twitter.com/i/web/status/2022005210705723688 https://twitter.com/i/web/status/2022005210705723688"  
[X Link](https://x.com/KrisPatel99/status/2022005210705723688)  2026-02-12T17:49Z 40.3K followers, 49.4K engagements


"Credit card debt is unsecured debt. Car loans are secured debt with a depreciating asset. Home loans are secured debt with an appreciating asset. This perfectly reflects economic conditions of the current K-shaped economy"  
[X Link](https://x.com/KrisPatel99/status/2022092318376067343)  2026-02-12T23:35Z 40.3K followers, [----] engagements


"Never would have guessed this was 2026s deepseek moment But here we are. Is Clawdbot and Anthropic having a ChatGPT moment. Im seeing everyone talking about it. Everyone is running it on a Mac Mini. Is Clawdbot and Anthropic having a ChatGPT moment. Im seeing everyone talking about it. Everyone is running it on a Mac Mini"  
[X Link](https://x.com/KrisPatel99/status/2022094616380797176)  2026-02-12T23:44Z 40.3K followers, 14.9K engagements


"Genuine question When does the hardcore model training phase end It seems like everyone is training models which I get. but then I wonder when does the ROI phase come From everything Ive been reading you dont need the best model for every task. You can and should actually tailor the model by use case and optimize for cost. Makes you wonder who the winners will end up being as of right now Im assuming its the hyper scalers. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the"  
[X Link](https://x.com/KrisPatel99/status/2022108320996241602)  2026-02-13T00:39Z 40.3K followers, 14.6K engagements


"Is the current market going through a Deepseek [---] phase where everyone thinks knowledge work is dead Yes No Yes No"  
[X Link](https://x.com/KrisPatel99/status/2022120170802561405)  2026-02-13T01:26Z 40.3K followers, [----] engagements


"@dsmiley411 Whats your opinion of AWS bedrock"  
[X Link](https://x.com/KrisPatel99/status/2022140123190898857)  2026-02-13T02:45Z 40.3K followers, [---] engagements


"@GT97322191 @Midnight_Captl Thats my concern too"  
[X Link](https://x.com/KrisPatel99/status/2022195559340343654)  2026-02-13T06:26Z 40.3K followers, [--] engagements


"While US research labs are focused on pushing the frontier the Chinese labs are taking those same models and replicating capabilities and releasing them open source at 1/20th the cost US research labs like OpenAI and Anthropic are probably pissed Makes you wonder how theyll be able to keep up with the spend if the Chinese are constantly undercutting them. A Chinese startup just released a model that matches Claude Opus on coding benchmarks - at 1/20th the cost. MiniMax M2.5 dropped yesterday. Here's why it matters🧵 https://t.co/ceIib9fyuW A Chinese startup just released a model that matches"  
[X Link](https://x.com/KrisPatel99/status/2022345182121799963)  2026-02-13T16:20Z 40.3K followers, [----] engagements


"This is the part that scares me How do Anthropic OpenAI deal with this"  
[X Link](https://x.com/KrisPatel99/status/2022349404288491988)  2026-02-13T16:37Z 40.3K followers, 12.4K engagements


"@Mindset4Money_X This is why"  
[X Link](https://x.com/KrisPatel99/status/2022361849459830811)  2026-02-13T17:26Z 40.3K followers, [----] engagements


"This is a perfect look at whats in store for $PYPL. Many of the businesses below are cyclical by nature but PayPal is more steady. Longer term the share repurchases at current values will force share price higher and possible multiple rerating higher once the market sees the EPS growth accelerate from buy back impacts. The models Ive run see this Growing EPS 20%+ per year with PE ratio normalizing between 10-12. While this wont see all time highs anytime soon it is likely we see this mean revert back to $100/share in the next [--] years. Would love to see if anyone else has a [--] year price target"  
[X Link](https://x.com/KrisPatel99/status/2022370543693865073)  2026-02-13T18:01Z 40.3K followers, 22.9K engagements


"Does this confirms that theres a Datacenter build out bubble If what Dario is saying is correct I expect a sharp decline in datacenter buildout in [----]. Any hint at a slower pace of growth and there will be a significant multiple rerating of semi-conductors. Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic question"  
[X Link](https://x.com/KrisPatel99/status/2022429048262267091)  2026-02-13T21:53Z 40.3K followers, 25.9K engagements


"I cant shake this thread from my head from Bill Gurley"  
[X Link](https://x.com/KrisPatel99/status/2022435743965249550)  2026-02-13T22:20Z 40.3K followers, [----] engagements


"@AbelAmos Not on my back as a shareholder ;)"  
[X Link](https://x.com/KrisPatel99/status/2022459016048202194)  2026-02-13T23:52Z 40.3K followers, [---] engagements


"Nah. Amazon and META actually benefit META because models becomes easier for them to develop from open source and reduce training costs and increase margins. Amazon is stripping out NVDA to become the utility layer. All these models will still require inference and developers building can use AWS to be model agnostic. https://twitter.com/i/web/status/2022460076569526660 https://twitter.com/i/web/status/2022460076569526660"  
[X Link](https://x.com/KrisPatel99/status/2022460076569526660)  2026-02-13T23:57Z 40.3K followers, [---] engagements


"Maybe we should be going long $AAPL I bought a MacBook to go all in on this. OpenClaw is genuinely crazy. https://t.co/7Iahp9rE69 I bought a MacBook to go all in on this. OpenClaw is genuinely crazy. https://t.co/7Iahp9rE69"  
[X Link](https://x.com/KrisPatel99/status/2022563179885400224)  2026-02-14T06:46Z 40.3K followers, 15.3K engagements


"@cryptoendgamer I like buying things that are oversold. Companies can go through period of under appreciation because of non structural issues and have a tendency to revert back to industry means. These provide a nice avenue for upside as long as youre reasonable with future assumptions"  
[X Link](https://x.com/KrisPatel99/status/2022584111760605257)  2026-02-14T08:10Z 40.3K followers, [---] engagements


"@RSorenski @BuildAndBet They could but then theyd face investor backlash and theres really no need to at the moment because demand is still super strong. Only when demand starts to wane will they have to resort to pricing dynamics to compete"  
[X Link](https://x.com/KrisPatel99/status/2022775669982212138)  2026-02-14T20:51Z 40.3K followers, [--] engagements


"Feel like this is the result of "index" investing. Funds with themes and index buy stock based on "index" and "theme" flows instead of logic. When people say they are rotating into "safety". they just buy the index that they perceived to be safety like consumer staples. What they don't realize is that they are essentially buying an overvalued constituent thats over represented in the index. Thats how you get $AMZN trading at 1/2 the PE multiple of $COST. Granted $AMZN is taking risks by significantly CAPEX which $COST is not taking risk and applying more capital discipline but the discrepancy"  
[X Link](https://x.com/KrisPatel99/status/2022901649933500598)  2026-02-15T05:11Z 40.3K followers, [----] engagements

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