#  @Kross_Roads Crossroads Crossroads posts on X about $sofi, $pypl, $pltr, $hood the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::865651271193116673/interactions)  - [--] Week [-------] -41% - [--] Month [---------] +62% - [--] Months [----------] +25% - [--] Year [----------] +14% ### Mentions: [--] [#](/creator/twitter::865651271193116673/posts_active)  - [--] Week [---] +5.60% - [--] Month [---] -3.80% - [--] Months [-----] +27% - [--] Year [-----] -26% ### Followers: [------] [#](/creator/twitter::865651271193116673/followers)  - [--] Week [------] +0.60% - [--] Month [------] +3.10% - [--] Months [------] +27% - [--] Year [------] +64% ### CreatorRank: [-------] [#](/creator/twitter::865651271193116673/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3939 [finance](/list/finance) 25.45% [technology brands](/list/technology-brands) 25.45% [cryptocurrencies](/list/cryptocurrencies) #7666 [countries](/list/countries) 1.36% [automotive brands](/list/automotive-brands) 1.36% [exchanges](/list/exchanges) 1.36% [currencies](/list/currencies) 0.45% [gaming](/list/gaming) 0.45% [products](/list/products) 0.45% **Social topic influence** [$sofi](/topic/$sofi) #71, [$pypl](/topic/$pypl) #1245, [$pltr](/topic/$pltr) #26, [$hood](/topic/$hood) #108, [in the](/topic/in-the) 8.18%, [ai](/topic/ai) #4763, [$hims](/topic/$hims) #65, [$vg](/topic/$vg) #8, [palantir](/topic/palantir) #35, [$aehr](/topic/$aehr) #3 **Top accounts mentioned or mentioned by** [@krispatel99](/creator/undefined) [@mrderivatives](/creator/undefined) [@earningsmatter](/creator/undefined) [@vrvitaly](/creator/undefined) [@funofinvesting](/creator/undefined) [@futurenvesting](/creator/undefined) [@sunvmikey](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@wealthmatica](/creator/undefined) [@micro2macr0](/creator/undefined) [@joeytphilly](/creator/undefined) [@george_dubs_](/creator/undefined) [@acce](/creator/undefined) [@anthonynoto](/creator/undefined) [@stockmeetups](/creator/undefined) [@juanrodrig07](/creator/undefined) [@wagerwizard00](/creator/undefined) [@joserestonva](/creator/undefined) [@investorcity4u](/creator/undefined) [@investwithmeh](/creator/undefined) **Top assets mentioned** [RAI Finance (SOFI)](/topic/$sofi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Venture Global, Inc (VG)](/topic/$vg) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NuCypher (NU)](/topic/$nu) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Western Union Co (WU)](/topic/$wu) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPX6900 (SPX)](/topic/$spx) [Ethereum (ETH)](/topic/$eth) [Mario Coin (COIN)](/topic/$coin) [Teradyne, Inc. (TER)](/topic/$ter) [Bitcoin (BTC)](/topic/$btc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Metadium (META)](/topic/$meta) [Figma, Inc. (FIG)](/topic/$fig) [Orbs (ORBS)](/topic/$orbs) [Salesforce Inc (CRM)](/topic/$crm) ### Top Social Posts Top posts by engagements in the last [--] hours "$SOFI Tokenized deposits appear to be coming in [----] pending regulation per FDIC comments back in November. It's something SoFi will offer and it's a nice touch for the ecosystem as it is but necessary as they push into payments. Interesting also that $MQ has started advertising. They compete with SoFi's Galileo. Perhaps they're seeing an improving macro in their offer (hence the ads and 27% revenue growth). https://twitter.com/i/web/status/2006411334624375242 https://twitter.com/i/web/status/2006411334624375242" [X Link](https://x.com/Kross_Roads/status/2006411334624375242) 2025-12-31T17:05Z 31.3K followers, [----] engagements "$VG / $LNG Alaska has one of the largest proven reserves of natural gas on the planet yet they may begin to import LNG soon as supply from Cook Inlet is barely meeting demand. A proposed natural gas pipeline from the North Slope is probably not going to happen any time soon (if ever) and has been set back for a variety of reasons. Instead Enstar is looking to begin buying and importing LNG either at the spot market or enter a contract with a major provider. https://twitter.com/i/web/status/2008526683440333243 https://twitter.com/i/web/status/2008526683440333243" [X Link](https://x.com/Kross_Roads/status/2008526683440333243) 2026-01-06T13:10Z 31.1K followers, [----] engagements "$PYPL PayPal + $MSFT partnering for Agentic Commerce is a good thing. PayPal will get a piece of this pie in the future as they're partnered with so many platforms no matter who wins. The problem for the stock is that Agentic Commerce is too far away to deliver meaningful revenue any time soon and also very speculative at this point. That said I like that PayPal is continuing to innovate and building for the future. That didn't happen often enough prior to @acce. But to change the direction of the stock a more near-term shift is needed. Were teaming up with @Microsoft to power their launch of" [X Link](https://x.com/Kross_Roads/status/2009299298677133552) 2026-01-08T16:20Z 31.2K followers, 13.7K engagements "$VG I've been buying a lot of Venture Global in [----] - more than any other stock combined so far. I still have shares I'd like to add (once funds arrive on the 13th). There's a lot of attention on the ramp of the US and LNG volumes (see the note by @KobeissiLetter) which is expected to coninue. LNG is a bit different than oil. The supply chain is more complicated as the product isn't found in a liquified state. Venture Global seems like it has mastered this in their modular approach defying the expected norm of cost and time overrun. Further while they have a strong basis of take-or-pay" [X Link](https://x.com/Kross_Roads/status/2009333904906318122) 2026-01-08T18:38Z 31.1K followers, 14.2K engagements "$VG This is a pretty solid Venture Global list of positives and negatives specific to the company. The only thing I'd add is on #4 they are unique in this space as most CapEx commitments have big cost and time overruns. And perhaps a note on the debt (positive is the debt structure and terms) but debt is the norm in this space due to CapEx. Any other VG holders see anything else to add $vg Did some work on vg. Positives: 1) they have dedicated pipelines which can provide them up to 11MTPA feedstock and reduce their cost as they dont have to pay midstream players 2) they have take-or-pay" [X Link](https://x.com/Kross_Roads/status/2010548889468731852) 2026-01-12T03:06Z 31.1K followers, [----] engagements "$VG For reference Venture Global benefits from the spread between US and EU markets. This is very bullish. TTF Nat gas prices exceed $30/Mwh for the first time since late November as EU storage continues to decrease rapidly compared to 5-yr averages. $next $vg https://t.co/mAJSSqTUnS TTF Nat gas prices exceed $30/Mwh for the first time since late November as EU storage continues to decrease rapidly compared to 5-yr averages. $next $vg https://t.co/mAJSSqTUnS" [X Link](https://x.com/anyuser/status/2010766617433477378) 2026-01-12T17:31Z 31.3K followers, [----] engagements "$PYPL / $WU Western Union was a company I talked about as a counter example to PainPal back in [----]. However PayPal is NOT Western Union. What's missed is that $WU hasn't really pivoted their business. There's been little innovation and they're stuck doing remittances while being eaten alive. PayPal continues to innovate. No it's not been perfect. Execution has too often been slower than expected and performed more poorly than hoped. That's not great. PayPal also continues to grow. Their stock chart is PAINFUL but their metrics look dissimilar from Western Union. As just one example revenue" [X Link](https://x.com/Kross_Roads/status/2013073460713361691) 2026-01-19T02:18Z 31.2K followers, 22.1K engagements "@Grover65970949 Yeah when pulling the charts there were 5-6 other comps where PayPal is growing (and even accelerating) vs $WU in relentless decline" [X Link](https://x.com/Kross_Roads/status/2013233629963452553) 2026-01-19T12:54Z 31.2K followers, [---] engagements "$AEHR Test Systems has broken back into the $30's. In our gift-giving challenge this stock is up over 40% YTD crushing $PTON $DLO and $QXO (which is also up nicely. Ironically my alt pick of $FIGR is up even more. A lot can change over the next [--] months however" [X Link](https://x.com/Kross_Roads/status/2014434509488267721) 2026-01-22T20:26Z 31.2K followers, [----] engagements "$NVDA "China tells $BABA top tech firms to prep Nvidia H200 Orders." Three notes: [--] China had previously required companies to prove why they would need chips such as the H200 vs a domestic product. Apparently that has been done to such a degree that H200 chips are now allowed to be ordered. [--] As a condition of the order these companies are forced to buy a certain amount of domestic chips. [--] NO China revenue is in $NVDA's guidance and as such none should be baked in to analyst estimates. https://twitter.com/i/web/status/2014683706091278705 https://twitter.com/i/web/status/2014683706091278705" [X Link](https://x.com/Kross_Roads/status/2014683706091278705) 2026-01-23T12:56Z 31.3K followers, [----] engagements "Is OpenAI getting desperate They're losing market share to $GOOGL's Gemini. Over the last two weeks we've seen: - An announcement that OpenAI will start advertising. Back in [----] Altman said "I kind of think of ads as like a last resort for us as a business model. Ads plus AI is sort of uniquely unsettling to me." - A statement from the CFO that OpenAI is considering changing to an outcome-based model that will benefit from a "finder's fee" from things you discover on their platform. - An article from The Information today saying they would try and become a one-stop-shop and aggressively lure" [X Link](https://x.com/Kross_Roads/status/2015110052001280376) 2026-01-24T17:10Z 31.3K followers, 16.3K engagements "$SOFI Great post by Tannor. Guidance is going to be very interesting. Will be see a shift towards more realistic guidance perhaps out of confidence in the macro their business and for the sake of PSUs or will guidance remain perpetually sandbagged (which is overdone frankly) $SOFI earnings sandbagging is out of control. In the SoFi Q3 [----] earnings presentation they have a [----] FULL YEAR guidance slide. That slide suggests that SoFi Financial Services adjusted net revenue growth from FY2024 to FY2025 will be at +60-65%. I ran the math on this https://t.co/6dA7cOaXe8 $SOFI earnings sandbagging" [X Link](https://x.com/Kross_Roads/status/2016188542372688246) 2026-01-27T16:36Z 31.1K followers, 39.9K engagements "$NET Cloudflare has been on my radar for a long time and I have a feeling it's just always going to trade at a premium. It's up 17% this week due to a couple of analyst notes and the excitement around its Clawdbot (opensource AI LLM). They're incredibly well-positioned and led. It seems that each time I start thinking about initiating a position the stock runs. RBC Capital: $NET is a Tier [--] AI winner through its inferencing opportunity Analyst comments: "Cloudflares Monday move caught our attention as an outlier. Based on investor conversations and some digging we believe some of the move was" [X Link](https://x.com/Kross_Roads/status/2016206181170348341) 2026-01-27T17:46Z 31.1K followers, [----] engagements "Bootleg Weekly is coming in hot Among tonight's topics are earnings previews (including $PYPL and $SOFI) $UNH and healthcare opportunities (or traps) and a glance at large cap tech as they enter earnings (especially $TSLA). https://youtube.com/live/pJv48uAHaTAfeature=share https://youtube.com/live/pJv48uAHaTAfeature=share" [X Link](https://x.com/Kross_Roads/status/2016284631536906576) 2026-01-27T22:58Z 31.1K followers, [----] engagements "The $DXY is the best way to view the weakened dollar vs a basket of international currencies. [---] is considered neutral. The dollar has been historically strong since Covid. Amit's post is great highlighting why Trump and many others are cheering on a weak US dollar. This is bullish for: - US exporters. - US Companies with a high % of sales outside the US (like $PYPL). - US investors (equities usually do better with a weak dollar). It's one of the reasons why "currency manipulation" is complained about when it's the other country with a weak currency. This is bearish for: - International" [X Link](https://x.com/Kross_Roads/status/2016356673498001453) 2026-01-28T03:44Z 31.1K followers, [----] engagements "$PYPL PainPal continues to sell off nearly every day and is on the verge of testing a multi-year low. Sentiment likewise (including my own) is at or near an ATL. Can PainPal smash through $50 and continue to wreck our portfolios Yes absolutely. Earnings are Tuesday and there has only been one number analysts care about: branded growth. That number is going to be terrible. PayPal has said as much. But with the price action and fundamentals (massive FCF in Q4 branded experiences which carries the same or higher take rate as branded buybacks and hopefully an update on the new projects) it's hard" [X Link](https://x.com/Kross_Roads/status/2016556752225857592) 2026-01-28T16:59Z 31.1K followers, 47.9K engagements "$TSLA Telsa's earnings were bad but not as bad as expected. This is the fantastic thing about having low expectations going into an earnings event. There were a couple of nice highlights despite the revenue drop. - COGS was down to under $20k. - Tesla will acquire $2b in preferred stock from xAI. - Tesla FSD hit 1.1m paid subscribers (not including free trials); an increase of 38%. - [--] new production lines announced (vehicles robots energy storage and battery manufacturing). - Tesla Semi and Cybercab will begin to be produced in the first [--] months of this year. - Gen3 of Optimus will be" [X Link](https://x.com/Kross_Roads/status/2016642400320364636) 2026-01-28T22:39Z 31.1K followers, 10.4K engagements "@JuanRodrig07 @juanito_mexok $NU is undervalued despite an ATH" [X Link](https://x.com/Kross_Roads/status/2016876612709491154) 2026-01-29T14:10Z 31.1K followers, [---] engagements "$HIMS has some issues but marketing and branding aren't a problem. This is a fantastic ad. 🚨 BREAKING: $HIMS SUPER BOWL AD [----] "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF. IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD $16 MILLION https://t.co/RVGPSsqSPA 🚨 BREAKING: $HIMS SUPER BOWL AD [----] "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF. IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD" [X Link](https://x.com/Kross_Roads/status/2016920162679574731) 2026-01-29T17:03Z 31.1K followers, 16.3K engagements "$SOFI One of the moves I made today was to write cash-secured puts on SoFi somewhat aggressively into earnings at the $24 strike level. Given what I am anticipating for earnings is a sell-off possible Sure. But I am more than happy to hold more shares at $24 for the long term even though I think they won't fill. My $SOFI Q4 Earnings predictions: Revenue: $1.125b (53.2% Y/Y) Analyst consensus: $986m ($954m guidance) EPS: Members: +1.05m Corporate: ($60M) Total Revenue: $1.125B Net Income: $202M (18% margin) EPS: $0.15 BREAKOUTS 🔴 Corporate = ($60m) 🟢Tech Platform = $155m (50% Y/Y" [X Link](https://x.com/Kross_Roads/status/2016929450487615903) 2026-01-29T17:40Z 31.2K followers, 29.1K engagements "$NU Nubank just received conditional approval to establish a US National bank. What's even more astonishing is that they applied for this LESS than [--] months ago. That is astonishingly fast. The next phase is the bank organization phase which requires additional approvals and capitalization within [--] months and opening the bank within [--] months. Long Nubank https://twitter.com/i/web/status/2017025213112664383 https://twitter.com/i/web/status/2017025213112664383" [X Link](https://x.com/Kross_Roads/status/2017025213112664383) 2026-01-30T00:00Z 31.2K followers, 21.6K engagements "That's an ILC. That's been around for a little bit but not many companies have been approved and it's taken a while. I think that this is a sign that approval might be faster than expected even though this was on the national level and the ILC is an application with a state (oversimplified). I am just shocked how fast this happened for $NU https://twitter.com/i/web/status/2017043228579496400 https://twitter.com/i/web/status/2017043228579496400" [X Link](https://x.com/Kross_Roads/status/2017043228579496400) 2026-01-30T01:12Z 31.1K followers, [---] engagements "$SOFI earnings are live this morning We will preview them and cover them live starting in [--] minutes. https://youtube.com/live/I3_c2uHugPMfeature=share https://youtube.com/live/I3_c2uHugPMfeature=share" [X Link](https://x.com/Kross_Roads/status/2017203735856841164) 2026-01-30T11:50Z 31.2K followers, [----] engagements "$SOFI Triple beat and raise. Guidance is .60 to .80 for '26" [X Link](https://x.com/Kross_Roads/status/2017210223283310943) 2026-01-30T12:16Z 31.1K followers, 20.1K engagements "$SOFI This is easily their most impressive slide. The LPB is growing rapidly and looks incredibly healthy" [X Link](https://x.com/Kross_Roads/status/2017211019928457419) 2026-01-30T12:19Z 31.2K followers, 13K engagements "$SOFI "In [----] and beyond we will look to offer additional crypto products and services including secured lending by cryptocurrencies which will give members better rate on their loans." $FIGR has seen an immense cost and time savings from a similar move. This makes SoFi even more competitive and is a perfect fit for their ecosystem. https://twitter.com/i/web/status/2017225178627912051 https://twitter.com/i/web/status/2017225178627912051" [X Link](https://x.com/Kross_Roads/status/2017225178627912051) 2026-01-30T13:15Z 31.2K followers, [----] engagements "$SOFI and the analysts come in 🔥🔥🔥 on SoFi. Estimates and price target increases are coming. That guidance (and #'s from Q4) speaks for itself. 🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's Implied 55% incremental EBITDA margin "suggests the company does not have enough investment opportunities to 🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's" [X Link](https://x.com/Kross_Roads/status/2017226422637543546) 2026-01-30T13:20Z 31.1K followers, 19.3K engagements "$SOFI Long-term guidance: Revenue: 30%+ CAGR between '26 and '28. EPS: 38-42% annual growth between '26 and '28. And this is a firm that has sandbagged expectations heavily" [X Link](https://x.com/Kross_Roads/status/2017231355550044360) 2026-01-30T13:40Z 31.3K followers, 29.2K engagements "$SOFI on the Loan Platform Business Noto: "We just signed a new partner this week for [----] and we have several other partners who are in final term sheet stages. So overall demand couldn't be better from an investor perspective."" [X Link](https://x.com/Kross_Roads/status/2017234607494586709) 2026-01-30T13:53Z 31.1K followers, 13.1K engagements "$PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y growth) - Slightly below analyst estimates 🟢EPS: [--] cents 🟢 NDR: 136% PRIMER The past couple of quarters analysts were quite low compared to my actual expectations (and the results) of Palantir. This quarter they're actually much closer to what I expect though I do believe we'll see another 2x beat and a tiny miss on analyst expectations (which are well above guidance). A significant factor is where we are at in terms of AI adoption at the" [X Link](https://x.com/Kross_Roads/status/2017653502739108173) 2026-01-31T17:37Z 31.2K followers, 57K engagements "$PLTR Actually I was either wrong on analyst expectations on Palantir revenue or someone revised their revenue projections. Current avg is lower than what I think Palantir posts on Monday. Another 3x beat is on the way (though the analysts are close). $PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y growth) - Slightly below analyst estimates 🟢EPS: [--] cents 🟢 NDR: 136% PRIMER The past couple of quarters analysts were https://t.co/IW27MZwjBv $PLTR Palantir Earnings are on Monday February 2nd" [X Link](https://x.com/Kross_Roads/status/2017960187047346193) 2026-02-01T13:56Z 31.2K followers, 26.2K engagements "$PYPL Im writing this ahead of earnings because Im genuinely debating trimming or exiting PayPal and its not because of the chart a single quarters numbers or me being impatient about holding time. This is a thesis check. The business is still solid but the investment thesis has weakened relative to other opportunities I can allocate into right now. Basic Earnings expectations (which are fine): 🟢 Revenue: $8.9B (small beat) 🟢 EPS: $1.32 ($0.03 beat) 🟢 Guidance: raised 🟢 FCF: $3.6B If they hit those great but honestly thats not the core issue. Here's what I'm laser-focused on: [--] SPEED What" [X Link](https://x.com/Kross_Roads/status/2018131620725674343) 2026-02-02T01:17Z 31.2K followers, 51.3K engagements "@Stonk_Radar Was talking with @stevenfiorillo on Friday and I agree $NOW is likely the best of sold-off SaaS" [X Link](https://x.com/Kross_Roads/status/2018159114631750112) 2026-02-02T03:06Z 31.3K followers, [---] engagements "@Stonk_Radar @stevenfiorillo $WIX is a runner up" [X Link](https://x.com/Kross_Roads/status/2018159176132808947) 2026-02-02T03:06Z 31.3K followers, [---] engagements "$PLTR Louie DiPalma has usually been somewhat bearish on Palantir. This is the second time I've seen analyst flip from bearish to bullish on Palantir since the last earnings. I don't usually put much attention to these kinds of notes especially right before earnings except when q perspective flips from bull to bear (or the reverse). 🚨🔼William Blair upgraded Palantir $PLTR to Outperform after a 30% pullback citing improved valuation and continued commercial momentum. The firm says enterprise demand remains strong with the Trump administration all-in and PLTR positioned for renewed growth and" [X Link](https://x.com/Kross_Roads/status/2018304925126590580) 2026-02-02T12:46Z 31.1K followers, 51.7K engagements "@ReturnsJourney If valuation beats everything $WU should be flocked to. But it's a dying business. Valuation is important. But in isolation it's not enough" [X Link](https://x.com/Kross_Roads/status/2018311508812341659) 2026-02-02T13:12Z 31.2K followers, [---] engagements "@NewtonTiki I mean the only realistic risk is the valuation. They're going to put up 60% revenue growth or more" [X Link](https://x.com/Kross_Roads/status/2018323486804943067) 2026-02-02T13:59Z 31.3K followers, [---] engagements "$PLTR reports after hours today Note that I was wrong on analyst expectations or they were updated. It's looking like another 3x beat for Palantir. $PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y growth) - Slightly below analyst estimates 🟢EPS: [--] cents 🟢 NDR: 136% PRIMER The past couple of quarters analysts were https://t.co/IW27MZwjBv $PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y" [X Link](https://x.com/Kross_Roads/status/2018397275312054442) 2026-02-02T18:53Z 31.2K followers, 12.3K engagements "$PLTR A few highlights beyond the 3x beat and the AMAZING 70% Y/Y revenue growth - US revenue continues to accelerate. It's up 93% Y/Y. - US Commercial (only) revenue is up 137% Y/Y - Outstanding shares only grew 1.8% Y/Y. - Net Dollar Retention 139% - RPO grew by 62%. Q/Q. Guidance is ASTONISHINGLY good. US commercial is expected to grow at least 115%. At least. And Palantir typically sandbags earnings. 74% Q/Q growth for Q1 is the guidance (with 57% margin) and 61% revenue growth in the full year. Yeah they're probably going to hit 70% for the full year. Their rule of [--] score moved from" [X Link](https://x.com/Kross_Roads/status/2018438942245192056) 2026-02-02T21:38Z 31.3K followers, 29.3K engagements "$PLTR Want to see one beautiful chart for Palantir 🟢Total revenue +70% Y/Y. 🟢GPM increasing (hard to do with that kind of revenue growth) to 84.8% 🟢Net Dollar Retention up to 139%" [X Link](https://x.com/Kross_Roads/status/2018458527115972742) 2026-02-02T22:56Z 31.3K followers, [----] engagements "$PLTR +10% In a sea of SaaS carnage this business (and its stock) is sure differentiated. $PLTR A few highlights beyond the 3x beat and the AMAZING 70% Y/Y revenue growth - US revenue continues to accelerate. It's up 93% Y/Y. - US Commercial (only) revenue is up 137% Y/Y - Outstanding shares only grew 1.8% Y/Y. - Net Dollar Retention 139% - RPO grew by 62%. Q/Q. https://t.co/jXCNeITGYP $PLTR A few highlights beyond the 3x beat and the AMAZING 70% Y/Y revenue growth - US revenue continues to accelerate. It's up 93% Y/Y. - US Commercial (only) revenue is up 137% Y/Y - Outstanding shares only" [X Link](https://x.com/Kross_Roads/status/2018521311195066721) 2026-02-03T03:05Z 31.1K followers, 18.4K engagements "@amitisinvesting Congrats man It's been a great ride" [X Link](https://x.com/Kross_Roads/status/2018538111412687099) 2026-02-03T04:12Z 31.1K followers, [----] engagements "@acce Just sold my shares. I don't care if we get a dead cat bounce. The market was 100% correct. Goodbye PainPal" [X Link](https://x.com/Kross_Roads/status/2018658722814566600) 2026-02-03T12:11Z 31.3K followers, 24K engagements "@B82143748 @anthonynoto @Tim_Sweeney_TAR They're too small to buy $PYPL. $AAPL might though" [X Link](https://x.com/Kross_Roads/status/2018760261411192863) 2026-02-03T18:55Z 31.1K followers, [----] engagements "@RealMattMoney @acce I did add some $VG" [X Link](https://x.com/Kross_Roads/status/2018760593990201829) 2026-02-03T18:56Z 31.2K followers, [----] engagements "@Mr_Derivatives Same man. And I was louder" [X Link](https://x.com/Kross_Roads/status/2018879027432292486) 2026-02-04T02:47Z 31.1K followers, [----] engagements "$NBIS On days like this if you've already made whatever moves you needed to do (hopefully not governed by emotion) there's no need to stare at the screen all day. I made a few small moves and one decently-sized one: sold CSP on $NBIS ($70 strike for this Friday). I don't think those will fill but another day like today and they might. Either way I don't mind owning it there. For Nebius it's a business I understand decently-well. I swing traded it last year and while it's a higher price than it was when I exited the business has materially accelerated demand is relentless and they're" [X Link](https://x.com/Kross_Roads/status/2019115580314276059) 2026-02-04T18:27Z 31.3K followers, 19.6K engagements "$HIMS Apparently is launching a copy pill if $NVO's Wegovy soon" [X Link](https://x.com/Kross_Roads/status/2019405670110392327) 2026-02-05T13:40Z 31.3K followers, 37.6K engagements "$HIMS This probably fades on a day like today but I'll take it. I actually thought the Hims Labs partnership with Grail for cancer screening was bigger news. $HIMS Apparently is launching a copy pill if $NVO's Wegovy soon. https://t.co/NHjbsdTVCh $HIMS Apparently is launching a copy pill if $NVO's Wegovy soon. https://t.co/NHjbsdTVCh" [X Link](https://x.com/Kross_Roads/status/2019407848032084304) 2026-02-05T13:48Z 31.2K followers, 14.5K engagements "@Growthstocks54 Yeah I'm curious on that as well" [X Link](https://x.com/Kross_Roads/status/2019429037018353981) 2026-02-05T15:12Z 31.1K followers, [---] engagements "@KrisPatel99 So to be clear this wasn't selling out of deep frustration but a broken thesis. It's a value trap here. They're literally guiding for decline. Yes that has to contain some classic sandbagging but the thesis is done for me" [X Link](https://x.com/Kross_Roads/status/2019454973080174829) 2026-02-05T16:55Z 31.2K followers, [----] engagements "@HageFinancial @KrisPatel99 @RemindMe_OfThis I sold around $45.50 or so. Wouldn't surprise me if it is higher in [--] months but you're not looking at a 2x any time soon" [X Link](https://x.com/Kross_Roads/status/2019455823848616047) 2026-02-05T16:59Z 31.1K followers, [---] engagements "@Elon_fanboy77 Well hope it works out for you. Way better opportunities out there" [X Link](https://x.com/Kross_Roads/status/2019456061762052480) 2026-02-05T17:00Z 31.1K followers, [----] engagements "@msteveley I have a DCA every week on $BTC. Not changing it. It's a set-and-forget strategy. Not buying $HOOD. It's still my largest position" [X Link](https://x.com/Kross_Roads/status/2019459277560086999) 2026-02-05T17:13Z 31.1K followers, [---] engagements "@bigbobinvests @KrisPatel99 Yep that plus the guidance did it for me. Not the stock price action. Had we pumped to $70 I would have sold (and been happier about it)" [X Link](https://x.com/Kross_Roads/status/2019469801291223066) 2026-02-05T17:54Z 31.2K followers, [---] engagements "@man_nowere @KrisPatel99 $PYPL will never be a $1T company unless you're expecting run-away inflation. They actually benefit materially from that" [X Link](https://x.com/Kross_Roads/status/2019470496912343059) 2026-02-05T17:57Z 31.1K followers, [---] engagements "@man_nowere @KrisPatel99 Alex Chriss wasn't perfect but he was the right fit for what they were trying to do. Loures isn't it man. But he's probably there as a stop-gap for a few years" [X Link](https://x.com/Kross_Roads/status/2019470698406703211) 2026-02-05T17:58Z 31.1K followers, [--] engagements "@WagerWizard00 @KrisPatel99 Maybe [--] years from now. Not any time soon. Slow decline instead" [X Link](https://x.com/Kross_Roads/status/2019471087197708314) 2026-02-05T18:00Z 31.1K followers, [---] engagements "Sentiment out there has been driven even lower and the market wants nothing to do with risk at all. $BTC and $ETH are acting like it's crypto winter and you'd think the equity market showed terrible earnings and guidance the way it's been sold off. The reality is that it's mostly been sector-based so far in the $SPX and the only material concern I've seen recently are the job #'s. It's bloody out there. The tech sell-off continues unabated and is even more aggressive. Yet the $SPX is barely off from the top. Not good. https://t.co/Id5onwu5S9 It's bloody out there. The tech sell-off continues" [X Link](https://x.com/Kross_Roads/status/2019477959736766713) 2026-02-05T18:27Z 31.2K followers, 12.9K engagements "@the_sofi_stan Wrote some CSP today for more $SOFI" [X Link](https://x.com/Kross_Roads/status/2019479756631052731) 2026-02-05T18:34Z 31.1K followers, [---] engagements "@EarningsMatter @KrisPatel99 Does it Go back and listen to the earnings call. You wouldn't know ads even exist. To be perfectly honest I think that's intact still but with new leadership who knows what direction they go with it" [X Link](https://x.com/Kross_Roads/status/2019484279885947141) 2026-02-05T18:52Z 31.1K followers, [---] engagements "@AlThingsF1nanc3 The predictions market and intl expansion will likely keep them from negative revenue y/y even in the face of a crypto winter" [X Link](https://x.com/Kross_Roads/status/2019514872409567298) 2026-02-05T20:54Z 31.1K followers, [---] engagements "@ayanjainhere Yeah I don't know what was so bad about their call but $NBIS caught some of that blood" [X Link](https://x.com/Kross_Roads/status/2019600798909681838) 2026-02-06T02:35Z 31.1K followers, [----] engagements "So this is different than capital expenditures by the hyperscalers and OpenAI. Much of what they are spending there is for the LLMs. Increasing the size improves performance to a point but scaling laws provide a cap per this MIT study last month. Essentially there is only so big. You can go before meaningful performance improve diminishes. And that is what is driving much of the CapEx from those. It looks like this level of spend might only be for another year or two. There will be quite a bit of spend on the other side but it won't look like this unless the paper is completely wrong but it" [X Link](https://x.com/Kross_Roads/status/2019610853020938739) 2026-02-06T03:15Z 31.1K followers, [---] engagements "@VRVitaly Also here's the analyst EPS projections. I actually think they might be one year ahead given what we've talked about regarding capex (so profitable in '28 not '27)" [X Link](https://x.com/Kross_Roads/status/2019611752510451829) 2026-02-06T03:18Z 31.1K followers, [---] engagements "If AI causes massive disruption along with robotics Ubi is likely. I don't like it but it's better than people starving and going homeless. But that's at least [--] years away. Possibly three at earliest but I think it takes robotics as well and it won't be that mature as a space. https://twitter.com/i/web/status/2019614671175598107 https://twitter.com/i/web/status/2019614671175598107" [X Link](https://x.com/Kross_Roads/status/2019614671175598107) 2026-02-06T03:30Z 31.1K followers, [--] engagements "We'll see if this holds but I prefer seeing green though I always appreciate a good dip to buy" [X Link](https://x.com/Kross_Roads/status/2019778701773127781) 2026-02-06T14:22Z 31.2K followers, [----] engagements "$HIMS After they announced the pill the other day I weighed getting out for this exact reason. When the news dropped after hours I got out before the big drop. This wasn't going from bullish to bearish overnight. I took profits along the way since the price action was often influenced more by short interest than stable catalysts. They've been battling GLP-1 headwinds but that's not their fault. I liked the Zava acquisition and the Labs and semaglutide launch in Canada. But the dislikes have been more than the likes. - Removing ex-GLP-1 revenue from the 10-Q filing. - Weird spat with $NVO" [X Link](https://x.com/Kross_Roads/status/2019901949030592897) 2026-02-06T22:32Z 31.3K followers, 65.1K engagements "@ishay_david I wouldn't say I don't see an opportunity there but I prefer a concentrated portfolio. $NBIS is my pick but I am not bearish on any. All should be winners" [X Link](https://x.com/Kross_Roads/status/2020036000123166842) 2026-02-07T07:24Z 31.2K followers, [---] engagements "@F0M0INN0W Yep. Better opportunities elsewhere on $HIMS along with some questionable moves they made. For $PYPL the thesis broke completely. While they are undervalued here valuation alone isn't enough of a thesis. Negative growth is the guide and I can't do that" [X Link](https://x.com/Kross_Roads/status/2020037752025207003) 2026-02-07T07:31Z 31.2K followers, [---] engagements "@TheFinPitch Justified. We've been observing execution missteps. I wanted to wait until earnings to see the guide and report but this seemed like the time to rotate elsewhere" [X Link](https://x.com/Kross_Roads/status/2020038470652047430) 2026-02-07T07:34Z 31.1K followers, [--] engagements "@himshouse Good step" [X Link](https://x.com/Kross_Roads/status/2020219402327662821) 2026-02-07T19:33Z 31.2K followers, [----] engagements "@aggregategains @JoseRestonVA @paulcerro I made a lot of money on the ticker. And I'd listen to Paul. Didn't usually agree with him but found myself agreeing far more over the past [--] months than I'd like as a shareholder. This pill offer was just really dumb" [X Link](https://x.com/Kross_Roads/status/2020222920337858640) 2026-02-07T19:47Z 31.2K followers, [--] engagements "@investorcity4U @FunOfInvesting No but I will watch their earnings closely. I am open to getting back in down the road on $HIMS. Much more so than $PYPL" [X Link](https://x.com/Kross_Roads/status/2020223382911090725) 2026-02-07T19:49Z 31.2K followers, [----] engagements "@YOKi_SGN @anthonynoto The IR post from the other day goes into it some. But essentially it's a combo with what I think from most to least significant: - Increased capital to lend. - Moving away from credit warehouses. - Optionality (including possibly an acquisition)" [X Link](https://x.com/Kross_Roads/status/2020223757013369288) 2026-02-07T19:50Z 31.2K followers, [--] engagements "@Amit74582331 This is them realizing they messed up. Big time" [X Link](https://x.com/Kross_Roads/status/2020242212391690528) 2026-02-07T21:04Z 31.2K followers, [---] engagements "No the stock shouldn't have been trading in the teens a year ago because $AMZN was doing something. That was an easy opportunity. Illegal isn't accurate. There's a reason there was no regulatory / legal action and the same players are in place as [--] months ago. Paul overstated the lawsuit risk (until now essentially). I don't mind a firm pushing the line especially if the reward is worth the risk. This crossed a line for sure. Puzzling given their board and I fear it was done out of desperation. Couple that with a lot of far better opportunities and it was an easy exit. One that I had been" [X Link](https://x.com/Kross_Roads/status/2020243375144804678) 2026-02-07T21:08Z 31.2K followers, [--] engagements "@wealthmatica $NBIS is just a super clean thesis" [X Link](https://x.com/Kross_Roads/status/2020245576588120438) 2026-02-07T21:17Z 31.2K followers, [---] engagements "@Tim_Sweeney_TAR @iseelightnow @Futurenvesting @FunOfInvesting @DataDInvesting Exactly Tim. And at this stage I would be scratching my head if they did buybacks. The cool thing about being a bank is you can lend multiples against your cash. And if you are an excellent lender like this company is there's no reason not to use that to grow organically" [X Link](https://x.com/Kross_Roads/status/2020518640630591760) 2026-02-08T15:22Z 31.2K followers, [---] engagements "@ninety1percent @Dboybruh @FunOfInvesting @Futurenvesting For this it'd be keep $HOOD and eliminate $COIN for pure gamesmanship. $SOFI and $NU are fantastic companies that I own but they don't compete much with Robinhood. Close 2nd would be keep SoFi delete Nu from existence (since it's their most direct competitor here)" [X Link](https://x.com/Kross_Roads/status/2020532897833250947) 2026-02-08T16:19Z 31.2K followers, [---] engagements "@mambocowboy @paulcerro Some of it was but the past [--] months Paul has been more right than wrong on it" [X Link](https://x.com/Kross_Roads/status/2020533118453625097) 2026-02-08T16:20Z 31.2K followers, [---] engagements "They did but one was due to FTX having to forsake their 13% holdings of $HOOD. So they had an opportunity to buy back those for like $13 a share. Beyond that they deployed $1b over multiple years to do so but as a non-bank they don't have SoFi's lending ability and are printing cash. The buyback is essentially just to keep the float essentially flat vs slow dilution via SBC. https://twitter.com/i/web/status/2020632200576716948 https://twitter.com/i/web/status/2020632200576716948" [X Link](https://x.com/Kross_Roads/status/2020632200576716948) 2026-02-08T22:53Z 31.2K followers, [---] engagements "@jksti Robinhood volume alone" [X Link](https://x.com/Kross_Roads/status/2020632543721128341) 2026-02-08T22:55Z 31.2K followers, [---] engagements "@Investinc_Intel @ninety1percent @Dboybruh @FunOfInvesting @Futurenvesting @anthonynoto I think the banking service might surprise you but the rest is true. They don't really compete with those. Not their business" [X Link](https://x.com/Kross_Roads/status/2020632835502002561) 2026-02-08T22:56Z 31.2K followers, [--] engagements "@Ashton_1nvests It is a fantastic ad and they excel at marketing but yeah. It doesn't change the issues" [X Link](https://x.com/Kross_Roads/status/2020674659281260719) 2026-02-09T01:42Z 31.2K followers, [----] engagements "@Mr_Derivatives And much like you despite the recent evidence to the contrary very very good" [X Link](https://x.com/Kross_Roads/status/2020674908083093670) 2026-02-09T01:43Z 31.2K followers, [----] engagements "@DeepIceValue @grok Why would you have Alex Karp on here" [X Link](https://x.com/Kross_Roads/status/2020680062480089457) 2026-02-09T02:04Z 31.2K followers, [---] engagements "@NateSilver538 Did you not see Joe's reply It was a joke. Maybe in poor taste and maybe not but a joke nevertheless. https://x.com/i/status/2020678679022682184 This was a joke as I didnt like the show. We shouldnt have a US Super Bowl show that highlights all of these other countries flags and dont think oversexualized lowbrow stuff should be part of our culture. But of course I appreciate Hispanics contribution to Texas & USA. https://x.com/i/status/2020678679022682184 This was a joke as I didnt like the show. We shouldnt have a US Super Bowl show that highlights all of these other countries" [X Link](https://x.com/Kross_Roads/status/2020685871867978192) 2026-02-09T02:27Z 31.2K followers, [----] engagements "They could have sued before. Maybe they should have but they were either waiting for legal precedent (via suing weaker / more fringe businesses of this type) or for something so obviously across the line like this pill. In this case Hims invited the lawsuit for little upside even had they not received pushback. Crazy" [X Link](https://x.com/Kross_Roads/status/2020861014435070115) 2026-02-09T14:03Z 31.3K followers, [--] engagements "Also on compounding under 503-a exceptions (shortage list) they had law and precedence on their side. It's why the lawsuits and legal threats aside from sabre rattling were aimed at the FDA. Less so for 503-b (medically necessary) exceptions which they backed away from significantly a year ago. The pill They'll try to spin it but I don't see how they can win this and the lawsuit is broader. That's just the beach head. https://twitter.com/i/web/status/2020861763147723259 https://twitter.com/i/web/status/2020861763147723259" [X Link](https://x.com/Kross_Roads/status/2020861763147723259) 2026-02-09T14:06Z 31.3K followers, [--] engagements "@coinviction @JHartley2 It's a lawsuit for all compounding forms not just the pill. But the pill was the trigger" [X Link](https://x.com/Kross_Roads/status/2020865446811943197) 2026-02-09T14:20Z 31.2K followers, [--] engagements "On CVS I don't know enough about that. On the lack of a lawsuit the threat was probably enough for $HIMS to back away from brinkmanship on trying to roll over large volumes of 503-a exceptions to 503-b. Had they sued the outcome wasn't certain. And if they lost that would be a blow to Novo. Here they have a significantly higher chance of winning. The goal isn't really to win damages (though it's part of the suit) but to effectively stop Hims (and this pretty much everyone) from compounding their products. https://twitter.com/i/web/status/2020867042228777174" [X Link](https://x.com/Kross_Roads/status/2020867042228777174) 2026-02-09T14:27Z 31.2K followers, [---] engagements "That guidance for EPS decline despite buybacks being maintained is either the most ridiculous sandbagging ever for the company or pretty concerning without clarity on what awaits on the other side. Still even factoring that in it's cheap. Just valuation has never been enough of a reason for me to be here. It was about that growth transition that didn't fully materialize (in FCF it did)" [X Link](https://x.com/Kross_Roads/status/2020883115325952437) 2026-02-09T15:30Z 31.2K followers, [--] engagements "@StockMarketNerd Agreed and agreed. I only had 15% of my position left but did a full exit at $23 on Friday. The pill was incredibly foolhardy reckless and calls to question why leadership would do this. My guess is they're desperate for revenue and a catalyst. They shouldn't have been" [X Link](https://x.com/Kross_Roads/status/2020884779416031446) 2026-02-09T15:37Z 31.3K followers, [----] engagements "@MidlClassMoney FYI you can chat customer service and have prediction markets removed entirely from your UI. It takes just a couple minutes" [X Link](https://x.com/Kross_Roads/status/2020984316600385806) 2026-02-09T22:13Z 31.3K followers, [----] engagements "@_financeken @A_May_MD @FunOfInvesting As of Friday I am no longer a $HIMS investor but I appreciate the clip and tag. Still tracking it" [X Link](https://x.com/Kross_Roads/status/2020986167261343987) 2026-02-09T22:20Z 31.3K followers, [----] engagements "@InvestwithMEH @RobinhoodApp It's funny because half of my feed on $HOOD is people complaining about how big / obvious it was on the platform and your experience is the opposite" [X Link](https://x.com/Kross_Roads/status/2020999812816961794) 2026-02-09T23:14Z 31.3K followers, [---] engagements "@rokajoska Yeah he swings for the fences. While I don't short there are far easier shorts out there. To his credit though it looks like he has moved away from his $NVDA focus" [X Link](https://x.com/Kross_Roads/status/2021217861151154608) 2026-02-10T13:41Z 31.3K followers, [---] engagements "@HassiOnTheMoon It's really weird. Is thesis essentially revolves around valuation which is important but man that's a weak thesis" [X Link](https://x.com/Kross_Roads/status/2021228130254376966) 2026-02-10T14:21Z 31.3K followers, [---] engagements "@ChewieWins It is a little funny that $PLTR fell in the face of a SaaS narrative saying AI will disrupt software. But the market can be silly like that from time to time" [X Link](https://x.com/Kross_Roads/status/2021228866577088876) 2026-02-10T14:24Z 31.3K followers, [---] engagements "@probablyoptimus @MidlClassMoney It probably should be" [X Link](https://x.com/Kross_Roads/status/2021229132646912485) 2026-02-10T14:25Z 31.2K followers, [--] engagements "@hudis6uy Nah just irresponsible after a 10x+ to have 90% in one name at high multiples at least for me" [X Link](https://x.com/Kross_Roads/status/2021330230774825443) 2026-02-10T21:07Z 31.3K followers, [--] engagements "You are factually incorrect. Back when I was beginning to talk about Robinhood was May [----]. There are only two people that I know who are even considering it as an investment. Anytime somebody brought up. Robinhood people hated the idea of it as an investment on this app. I'm not sure if you know Tannor or Amit But I was in Robinhood before either of them. Not that it matters but I'm just saying you are completely and factually incorrect. https://twitter.com/i/web/status/2021409863725728124 https://twitter.com/i/web/status/2021409863725728124" [X Link](https://x.com/Kross_Roads/status/2021409863725728124) 2026-02-11T02:24Z 31.3K followers, [--] engagements "@BPegLeg @amitisinvesting They talked about this on the earnings call / slide deck. That's coming empowered by Cortex if I understand correctly. "That were adding new products account types and capabilities that this year you should see acceleration in app design and personalization"" [X Link](https://x.com/Kross_Roads/status/2021622433879633958) 2026-02-11T16:28Z 31.3K followers, [--] engagements "$PYPL The interview with PayPal's CEO @acce is now live We discussed Investor Day $PYUSD Ads and more Here's a taste. Full interview link below" [X Link](https://x.com/Kross_Roads/status/1895510149516906947) 2025-02-28T16:23Z 31.3K followers, 180.5K engagements "$PYPL / $GOOGL GOOGLE AND PAYPAL TO FORGE MULTI-YEAR PARTNERSHIP Specifically called out in the presser: - Agentic Shopping and Commerce Experiences - PayPal will be one of the key PSP across products like Google Cloud Google Ads and Google Play. - PayPal will use Google AI products to enhance services and security. - PayPal will partner on a deeper level with Google cloud. "The partnership will bring together PayPal's global payment infrastructure data-driven personalization and trusted identity solutions alongside Google's AI expertise to deliver new AI experiences. The companies along with" [X Link](https://x.com/anyuser/status/1968397332279386607) 2025-09-17T19:31Z 31.3K followers, 194.7K engagements "$PYPL launches PayPal Ads Manager for SMBs. The word "billions" there is not an accident. This is a very lucrative field and Dr. Mark Grether is the architect who launched $UBER ads (and helped build $AMZN ads from the ground floor). 🚀🚀🚀" [X Link](https://x.com/anyuser/status/1975536015642402946) 2025-10-07T12:17Z 31.3K followers, 92.1K engagements "Binance $COIN and $HOOD are all having issues right now. It's frustrating when these things happen in high volume moments. Get it together guys" [X Link](https://x.com/Kross_Roads/status/1976770198335373347) 2025-10-10T22:01Z 31.3K followers, 30.9K engagements "$PYPL Earnings look great A classic 3x beat. The stock is running on the OpenAI partnership and dividend news in addition to this. 🟢 Revenue: $8.48b (beat by $170m) 🟢EPS: $1.34 (beat by .14) 🟢Dividend Announced (14 cents) 🟢Guidance: Raised" [X Link](https://x.com/anyuser/status/1983130966022328406) 2025-10-28T11:17Z 31.3K followers, 62.3K engagements "$PLTR $NVDA and $CNP are partnering to launch Chain Reaction as an OS for AI infrastructure specifically for energy. "Chain Reaction is what it looks like when you rebuild from the ground up for the demands of AI." The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout and it requires software built for an entirely different scale. Today alongside @nvidia and @CenterPoint we are launching https://t.co/r4s6UzkLec The bottleneck to AI innovation is no longer algorithms; it is power and compute." [X Link](https://x.com/Kross_Roads/status/1996594810648514763) 2025-12-04T14:57Z 31.3K followers, [----] engagements "The ATE companies are all going to be eating good. $TER and Advantest are the two huge players here but little guys like $AEHR are going to carve out a nice niche. $TER new breakout 💥 https://t.co/mvmoju8qiC $TER new breakout 💥 https://t.co/mvmoju8qiC" [X Link](https://x.com/Kross_Roads/status/2014116013042741649) 2026-01-21T23:20Z 31.3K followers, [----] engagements "My $SOFI Q4 Earnings predictions: Revenue: $1.125b (53.2% Y/Y) Analyst consensus: $986m ($954m guidance) EPS: Members: +1.05m Corporate: ($60M) Total Revenue: $1.125B Net Income: $202M (18% margin) EPS: $0.15 BREAKOUTS 🔴 Corporate = ($60m) 🟢Tech Platform = $155m (50% Y/Y Increase) 🟢Financial Services = $450m 🟢Lending = $580m NOTES The tech platform benefits from a one-time penalty from $CHYM exiting their Galileo contract early. They maintain contractual obligations through March. The platform also begins to benefit materially from Southwest United and $TMUS onboarding as well as nearly a" [X Link](https://x.com/Kross_Roads/status/2015492561528619317) 2026-01-25T18:30Z 31.3K followers, 43.4K engagements "$ETH Crypto Winter here we come Either way not great short-term on Ethereum and $BMNR even though the Eth thesis is still intact long-term" [X Link](https://x.com/Kross_Roads/status/2017666450387853781) 2026-01-31T18:29Z 31.3K followers, 13.8K engagements "$PLTR 3x beat 🟢 .25 EPS (vs .23 expected) 🟢 $1.4b revenue (vs $1.34b expected) 🟢 Annual Guidance $7.2b vs $6.2b expected. Let's go 🚀" [X Link](https://x.com/Kross_Roads/status/2018432607784943827) 2026-02-02T21:13Z 31.3K followers, 27.5K engagements "$PLTR Amit made a great point on the stream and in this thread on Palantir's TAM. I am not by any definition a TAM investor yet TAM is HIGHLY relevant for Palantir here. Why Pristine execution and a high moat. Most companies will never reach more than a sliver of their TAM. Execution lags mission drift occurs and the moat isn't strong enough to destroy competition. Palantir is built differently. They have relentless execution. They don't get distracted chasing shiny objects (like commodities LLMs); there is no mission drift here. And their moat There is the Temu version of Palantir but you" [X Link](https://x.com/Kross_Roads/status/2018539608229716110) 2026-02-03T04:18Z 31.3K followers, 26.7K engagements "$PYPL Oh good Jamie Miller is leading the PayPal call. This will surely pump the stock. 😉" [X Link](https://x.com/Kross_Roads/status/2018673156349669383) 2026-02-03T13:09Z 31.3K followers, 21.8K engagements "$FIGR I know a lot of stocks are falling off the cliff right now but Figure is really interesting. I sold puts that didn't fill in Dec and didn't chase it. Some of the exited PainPal funds might be going here if this keeps falling but I'm in no rush. I like it at $35" [X Link](https://x.com/Kross_Roads/status/2018761777954070829) 2026-02-03T19:01Z 31.3K followers, [----] engagements "So the really funny thing today is my main portfolio actually ended up. It's where I had more than half of my $PYPL (other ports down [--] to 2%) but $AEHR and $PLTR and $VG had fantastic days. And I bought more of all 3" [X Link](https://x.com/Kross_Roads/status/2018794318006308995) 2026-02-03T21:10Z 31.3K followers, 14.6K engagements "$NVDA Translation: Nvidia is going to get some big orders from OpenAI. Nvidia $NVDA is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round - Bloomberg https://t.co/2wnOvjFbNW Nvidia $NVDA is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round - Bloomberg https://t.co/2wnOvjFbNW" [X Link](https://x.com/Kross_Roads/status/2018837141548326995) 2026-02-04T00:00Z 31.3K followers, [----] engagements "$PYPL A must-read from a key figure on PayPal. Good for former and current shareholders. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of" [X Link](https://x.com/Kross_Roads/status/2018883870360248357) 2026-02-04T03:06Z 31.3K followers, 27.9K engagements "It's bloody out there. The tech sell-off continues unabated and is even more aggressive. Yet the $SPX is barely off from the top. Not good" [X Link](https://x.com/Kross_Roads/status/2019089856329093134) 2026-02-04T16:45Z 31.3K followers, 53.9K engagements "@SunvMikey @FrontRangeHQ This whole earnings season has just confirmed this thesis imo" [X Link](https://x.com/Kross_Roads/status/2019406117508395502) 2026-02-05T13:41Z 31.3K followers, [--] engagements "$AEHR has held up stronger than I would have expected a microcap to behave in the current macro. Part of the reason is this whole earning season has been a confirmation of the thesis of needing to move testing equipment further upstream. $GOOGL's significant capex forecast Is further confirmation. As @SunvMikey noted back in December this is likely the hyperscaler that will be driving bookings volume over the next few months. $AEHR I believe Google is the un-named major hyperscaler (you can read in my quoted DD below) $GOOG earnings just dropped a $185B CapEx top end guidance for 2026." [X Link](https://x.com/Kross_Roads/status/2019422266505699500) 2026-02-05T14:46Z 31.3K followers, [----] engagements "$HOOD Robinhood continues to sell off aggressively and is down 50% from its high. Part of this is due to valuation which was high and most was due to association with crypto. Yet crypto revenues are somewhere between 20-25% of their revenue base and they continue to diversify away from being as reliant on crypto as they were in the prior Q4. This sell-off is overdone. Crypto just like Robinhood's revenue from that product isn't going to $0. There's room to fall here (and it is by definition a falling knife) but if it wasn't my #1 position already I'd be adding here for the long-term. And I" [X Link](https://x.com/Kross_Roads/status/2019483270413476286) 2026-02-05T18:48Z 31.3K followers, 19.6K engagements "Serious question: is this the start of a crypto winter Yes No I have no idea Yes No I have no idea" [X Link](https://x.com/Kross_Roads/status/2019606648755544495) 2026-02-06T02:58Z 31.3K followers, [----] engagements "$HIMS This pill should never have been launched but I'm curious if it makes any FDA / DOJ ruling moot or mostly a slap on the wrist. Why shouldn't it have been launched Two reasons. - The ecosystem benefit from such an offer is minimal especially at that price point and margin profile. - It was clearly stepping over a line with the immediate remarks of the FDA and DOJ investigation. Ultimately the reward did not justify the risk. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have" [X Link](https://x.com/Kross_Roads/status/2020218554893660163) 2026-02-07T19:30Z 31.3K followers, 41.8K engagements "On the $HIMS exit for some reason my portfolio update never posted on X in early January. But you can see from this and the last [--] that the position shrank in terms of sizing. By the time of the exit it was under 1.5%. I took profits (some intentional some underwater covered calls) when the stock was squeezing. Execution missteps and better opportunities had me allocating new funds elsewhere and ultimately that's what led me to exit $HIMS and start a $NBIS position. This one hurt less than the $PYPL exit in every respect and there's a chance I revisit $HIMS down the road and get back in when" [X Link](https://x.com/Kross_Roads/status/2020235609281835184) 2026-02-07T20:37Z 31.3K followers, 24.4K engagements ""The firm is increasingly delivering a scalable 'primary relationship flywheel' which supports more durable compounding." 100% Devin. And I loved the future growth vector possibilities - I think they can follow in $FIGR's footsteps for another. Great read and I'm glad you're following this one as well. https://twitter.com/i/web/status/2020684281874403393 https://twitter.com/i/web/status/2020684281874403393" [X Link](https://x.com/Kross_Roads/status/2020684281874403393) 2026-02-09T02:20Z 31.3K followers, [----] engagements "@Mr_Derivatives I think it'll be up a tad" [X Link](https://x.com/Kross_Roads/status/2021220196489265430) 2026-02-10T13:50Z 31.3K followers, [----] engagements "@Micro2Macr0 Especially if they keep growing at 60-70% the next few years. That's likely for this one and of course gets harder a couple years out. But if there's one company of this size that can do it organically it's Palantir" [X Link](https://x.com/Kross_Roads/status/2021264744645005515) 2026-02-10T16:47Z 31.3K followers, [---] engagements "Not at all. By weight it's a bit above 5% of my portfolio. My average is in the teens still. In [----] 90% of my portfolio was rolled into $PLTR at an average in the $12's. I've of course taken plenty of profit. Another way to put it: if my remaining $PLTR positions somehow went to negative $1000 per share (impossible but go with me on it) I would still be deeply in the money on this investment" [X Link](https://x.com/Kross_Roads/status/2021265552904179848) 2026-02-10T16:50Z 31.3K followers, [---] engagements "@JoeyTphilly @genZinvest0r Yeah there's a lot to like here. I'm curious what the final price will be" [X Link](https://x.com/Kross_Roads/status/2021318574850097239) 2026-02-10T20:21Z 31.3K followers, [--] engagements "@ishay_david Very cool" [X Link](https://x.com/Kross_Roads/status/2021320203129242053) 2026-02-10T20:27Z 31.3K followers, [--] engagements "I could be wrong but I'm pretty sure I was buying this heavily and pounding the table on it. Maybe it's all an imagination. Maybe I wasn't one of the first this platform to do so. And maybe just maybe I tend to measure my investments over the long-term not over single days or weeks" [X Link](https://x.com/Kross_Roads/status/2021406339004600346) 2026-02-11T02:10Z 31.3K followers, [--] engagements "@HTTCAAGM Also if you think Robinhood is a meme stock you have lost your ever-loving mind" [X Link](https://x.com/Kross_Roads/status/2021406450354905575) 2026-02-11T02:10Z 31.3K followers, [--] engagements "@Futurenvesting @fiscal_ai Meanwhile me: To be fair I've not publicly shared my last name yet" [X Link](https://x.com/Kross_Roads/status/2021419636726587600) 2026-02-11T03:02Z 31.3K followers, [----] engagements "@ppokckcb Just bought it. $87.21 Had it last year in the $20's as a swing trade" [X Link](https://x.com/Kross_Roads/status/2021434396172054611) 2026-02-11T04:01Z 31.3K followers, [--] engagements "@EarningsMatter It's frustrating that you have to see this on an obscure post by someone rather than hear about it say in the actual earnings call. They're so bad at communicating but Dr. Grether is legit" [X Link](https://x.com/Kross_Roads/status/2021579795180490944) 2026-02-11T13:39Z 31.3K followers, [----] engagements "@George_Dubs_ @EarningsMatter It's insane they hide him" [X Link](https://x.com/Kross_Roads/status/2021609013876596872) 2026-02-11T15:35Z 31.3K followers, [--] engagements "@Futurenvesting Must have had bad earnings as they are down 13%. Just like $HOOD and $SOFI. 😉" [X Link](https://x.com/Kross_Roads/status/2021619748090597477) 2026-02-11T16:18Z 31.3K followers, [----] engagements "I closed out at $23. Here it's a harder question since I feel much of the negativity is priced in. I'd still probably do A though. The recent moves signal that they are possibly desperate for forward revenue growth. They shouldn't be but they have some hard comps due to GLP-1's until the 2nd half. That might actually cause the price to collapse further if they miss and guide more softly. I wouldn't do B. A if you think they're desperate for revenue. C if you don't. https://twitter.com/i/web/status/2021620316124954813 https://twitter.com/i/web/status/2021620316124954813" [X Link](https://x.com/Kross_Roads/status/2021620316124954813) 2026-02-11T16:20Z 31.3K followers, 12.3K engagements "@ruth_capital Thanks Ruth. And congrats on $ACMR. It's all about the wafer for both of these (even if this order is a PPBI one)" [X Link](https://x.com/Kross_Roads/status/2021623078003110356) 2026-02-11T16:31Z 31.3K followers, [---] engagements "Wild that he would say this. Also I've owned all [--] of those. But what gets lost is I was exceedingly early in [--] of the [--] and early enough in $HIMS to make a large amount of profit (from taking gains at and above $45). Out on that one at $23 for my final shares. $PLTR avg is in the teens. $HOOD I was buying in single digits. I will probably somehow survive this. 😉 And I think there are a lot of us who are in a similar boat. https://twitter.com/i/web/status/2021638496213966896 https://twitter.com/i/web/status/2021638496213966896" [X Link](https://x.com/Kross_Roads/status/2021638496213966896) 2026-02-11T17:32Z 31.3K followers, [----] engagements "@zain_hoda @EndicottInvests and @FunOfInvesting - this is pretty cool (for $NBIS)" [X Link](https://x.com/Kross_Roads/status/2021639182142386552) 2026-02-11T17:35Z 31.3K followers, [---] engagements "@vipul_kashyap Yeah @SunvMikey made a pretty compelling argument for it being $GOOGL last month. Probably an 85% chance it's them; 10% $META and 5% other" [X Link](https://x.com/Kross_Roads/status/2021664991787520484) 2026-02-11T19:17Z 31.3K followers, [---] engagements "@johnny_bra66881 @Mr_Derivatives Go back [--] months ago. I was talking about concerns I had with $HIMS and "yellow flags" all the way back when they reported Q2 earnings and it was trading much higher. That's why I never added even as the valuation compressed" [X Link](https://x.com/Kross_Roads/status/2021698236705059057) 2026-02-11T21:29Z 31.3K followers, [---] engagements "@JaredSleeper Woah why in the world does $PATH have that many employees Kudos to Anthropic. That also seems quite reasonable" [X Link](https://x.com/Kross_Roads/status/2021702094856569037) 2026-02-11T21:45Z 31.3K followers, [---] engagements "@StocksOnSpaces Curious from any $VRT bull what they make of the datacenter shift to 800V HVDC which has less thermal loss (hence fewer cooling needs). Is that just too far away for Vertiv to be concerned with or do they have some kind of pivot" [X Link](https://x.com/Kross_Roads/status/2021708382575394859) 2026-02-11T22:10Z 31.3K followers, [---] engagements "$FIG is especially interesting here. Good point on founder-led as well. Leadership especially matters when the macro throws a curve ball. Most of these founders are pretty dynamic and understand their industry and any necessary pivots far more quickly than CEOs who are just operators. https://twitter.com/i/web/status/2021712209899139358 https://twitter.com/i/web/status/2021712209899139358" [X Link](https://x.com/Kross_Roads/status/2021712209899139358) 2026-02-11T22:25Z 31.3K followers, [----] engagements "@SunvMikey Very nice day to be an $AEHR-head" [X Link](https://x.com/Kross_Roads/status/2021721083205095880) 2026-02-11T23:00Z 31.3K followers, [---] engagements "@investorcity4U Thankfully 85% of my $HIMS was trimmed above $45 so the rest which I exited at $23 were just a small %. Poor $DUOL. Someone was messaging me about it yesterday and I knew it was down but didn't know how much farther it dropped" [X Link](https://x.com/Kross_Roads/status/2021913661531463778) 2026-02-12T11:45Z 31.3K followers, [---] engagements "$PYPL PayPal continues to slide this time in the face of a continued sell-off of Fintech names. It's a far from perfect company but no. It doesn't deserve to trade at an ATL on P/S and P/E. The P/FCF (below) is even more crazy" [X Link](https://x.com/Kross_Roads/status/2017351393510633885) 2026-01-30T21:37Z 31.3K followers, 15.4K engagements "@Micro2Macr0 @APKeaton46 Yeah. Asking for a huge share increase to help you reach the 5% holding in ETH then literally the first thing they did was a $200m investment in a moonshot is not the best look even though they'll make money on it and I like it better than $ORBS" [X Link](https://x.com/Kross_Roads/status/2021206253767172337) 2026-02-10T12:54Z 31.3K followers, [---] engagements "While I was in a meeting $NBIS announced an acquisition "This acquisition advances Nebiuss strategy to build a unified platform where vertical AI companies and enterprises can build tune and run autonomous agents." And per the PR Tavily has over 3million monthly SDK (software development kit) downloads. I like it. Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://t.co/ZMGy9XxQob" [X Link](https://x.com/Kross_Roads/status/2021266706220691754) 2026-02-10T16:55Z 31.3K followers, 12K engagements "FYI the customer is either $META (for their MTIA production line) or $GOOGL (for their TPUs)" [X Link](https://x.com/Kross_Roads/status/2021577264018719039) 2026-02-11T13:29Z 31.3K followers, [----] engagements "Great post by Tannor and I love that he keeps on top of these metrics. It's almost like $SOFI is executing at a fundamentally high level and is ramping. But probably not. Stock is down so surely that can't be true. 😉 $SOFI WEBSITE TRAFFIC UPDATE 🚨 SoFi just saw a MASSIVE +45.87% YoY bump in website traffic (17.24% up MoM) This is not only the largest month but it was also the largest month-over-month increase in visits Q1 data starting very strong https://t.co/rBFJnm3e6m $SOFI WEBSITE TRAFFIC UPDATE 🚨 SoFi just saw a MASSIVE +45.87% YoY bump in website traffic (17.24% up MoM) This is not" [X Link](https://x.com/Kross_Roads/status/2021722721957109988) 2026-02-11T23:07Z 31.3K followers, 17.4K engagements "Since there's been a lack of YTD charts in my feed here's what I'm looking at in my main portfolio. Overall including the [--] other smaller accounts it's closer to -10% YTD. Not great. Honestly with someone whose [--] largest positions entering the year were $HOOD $SOFI $PYPL (exited at $45.35) and $PLTR I'll take it. Thank you $NU $VG and $AEHR" [X Link](https://x.com/Kross_Roads/status/2021912515748196697) 2026-02-12T11:41Z 31.3K followers, 16.6K engagements "@Mr_Derivatives To be honest I expect Robinhood Social to be as successful as X for investing" [X Link](https://x.com/Kross_Roads/status/2022646616650301802) 2026-02-14T12:18Z 31.3K followers, [----] engagements "$VG Venture Global won their arbitration case against Repsol. So far: ✅ Shell ✅ Repsol ❌ BP (appealing) Hello $9" [X Link](https://x.com/Kross_Roads/status/2014106161042063693) 2026-01-21T22:41Z 31.3K followers, 22.9K engagements "SaaS names like $CRM $WDAY and $ADBE have been getting hit for a while. Per Satya's comments it seems like this might not be a phase as the value "lives" in agents vs business logic apps. The challenge is many SaaS names are deploying agents even $MSFT but there's often an incredible gap between announcement and execution. There will be SaaS standouts and survivors but it's easier for me to focus on the long-term by holding $PLTR (despite the multiples) since it not only isn't hurt from this shift but materially benefits. Satya Nadela is basically describing the death of the traditional SaaS" [X Link](https://x.com/Kross_Roads/status/2014317574482276751) 2026-01-22T12:41Z 31.3K followers, [----] engagements "$VG A cold winter in the EU and low inventories = record imports for LNG. Long Venture Global" [X Link](https://x.com/Kross_Roads/status/2014779410315149378) 2026-01-23T19:16Z 31.3K followers, [----] engagements "$SOFI I'm seeing a lot of people asking why it's down. It's not due to anything in the earnings. It's not because the stock is trading at an elevated level. It's not due to guidance. Some might assume earnings were bad since the stock is selling off. That's a bad assumption. I'm personally happy to own more after this very good earnings at $24 (via cash-secured puts). https://twitter.com/i/web/status/2017258815553405383 https://twitter.com/i/web/status/2017258815553405383" [X Link](https://x.com/Kross_Roads/status/2017258815553405383) 2026-01-30T15:29Z 31.3K followers, 73.8K engagements "$TER Teradyne is up massively after a fantastic earnings beat. They're seeing significant growth in all the markets $AEHR is also in but the latter is further upstream in the ATE market. There are multiple winners in this space beyond $TER and Advantest. A re-rating coming within [--] months. https://twitter.com/i/web/status/2018461300347601147 https://twitter.com/i/web/status/2018461300347601147" [X Link](https://x.com/Kross_Roads/status/2018461300347601147) 2026-02-02T23:07Z 31.3K followers, [----] engagements "I don't disagree with you. The "eventually" is the hard part. With that guidance (which yes it's sandbagged) it might take a long time. But I know you have long horizons. Hard for me to sell here and move on but the thesis is broken for me personally. I wish you and other shareholders and the organization well" [X Link](https://x.com/Kross_Roads/status/2018675684038541766) 2026-02-03T13:19Z 31.3K followers, 12.4K engagements "Just to be clear on PayPal this wasn't me selling due to frustration but because the thesis broke completely this earnings. There's some new $PYPL investors from this wave like @KrisPatel99 who I deeply respect. I agree the valuation is tempting here but I think it's a value trap. I hope it works out for remaining PayPal bulls however. But the fact is they're guiding for decline. That's not great and a very different trajectory than under the prior CEO. The only way I see this working out extremely well is some of the projects started under Alex start to bear fruit (advertising). But I'm not" [X Link](https://x.com/Kross_Roads/status/2019455673658909098) 2026-02-05T16:58Z 31.3K followers, 28.7K engagements "$SOFI I joked that $11 was the floor on SoFi. Market that was a joke Good thing they crushed earnings" [X Link](https://x.com/Kross_Roads/status/2019530681928294571) 2026-02-05T21:56Z 31.3K followers, 25.1K engagements "$NBIS So you're telling me AI is going to eat software and we somehow don't need inference despite every read from the earnings cycle indicating demand is insatiable Ok this is stupid. Especially since the sun-of-parts (Clickhouse AVride etc) is worth about half their market cap and they're growing over 500% (small base but still extreme growth). I don't own it yet but I wrote $70 puts for tomorrow. Beyond happy to own it at $70. https://twitter.com/i/web/status/2019534345518645460 https://twitter.com/i/web/status/2019534345518645460" [X Link](https://x.com/Kross_Roads/status/2019534345518645460) 2026-02-05T22:11Z 31.3K followers, 48.4K engagements "@VRVitaly Profit no. Revenue yes. Growing above a 400% CAGR over the next [--] years. $7-9b ARR is the guide for this year. The "problem" is demand is so high they have to ramp CapEx so earnings might go the route of $IREN (which I don't like as much as this company)" [X Link](https://x.com/Kross_Roads/status/2019607430439555260) 2026-02-06T03:01Z 31.3K followers, [----] engagements "@AdityaInvests90 A tiny bit of $PLTR. $NBIS $AEHR $VG And last week bought $SOFI" [X Link](https://x.com/Kross_Roads/status/2019903395453112608) 2026-02-06T22:37Z 31.3K followers, [----] engagements "$SOFI This was a fantastic interview by the guys with @anthonynoto. I really appreciate the openness with which Noto spoke. And I appreciate the additional transparency that they are offering both from this interview and the IR statement on the equity raise. This clearly marks a turning point in the transparency and communication strategy of the company which in the past has been an Achilles heel. That weakness is being removed and this is a great thing for shareholders especially retail ones. We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital" [X Link](https://x.com/Kross_Roads/status/2020170157851660645) 2026-02-07T16:17Z 31.3K followers, 22.2K engagements "$HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be true. [--] The board was not consulted on this. It's hard to take a look at the people on their board most of whom Come from pharma or FDA backgrounds and think that they were consulted on this. [--] The board was overruled and or divided. Another more likely possibility is the board was consulted and while many had objections and issues these were overruled. And I'm curious why. 3" [X Link](https://x.com/Kross_Roads/status/2020513960747737506) 2026-02-08T15:04Z 31.3K followers, 61K engagements "Overnight price action is 🟢🟢🟢. $NBUS $HOOD and $SOFI are particularly so. This might fade some but the relative strength makes me think Friday's reversal might continue" [X Link](https://x.com/Kross_Roads/status/2020666330488111212) 2026-02-09T01:09Z 31.3K followers, 40.8K engagements "$SOFI New Price Target by @devinpryan of $30. Upgraded to outperform. "Pullback creates opportunity as earnings power accelerates."" [X Link](https://x.com/Kross_Roads/status/2020682981900247507) 2026-02-09T02:15Z 31.3K followers, 11.9K engagements "@samsolid57 Worse. Earnings + guidance can reverse it but they have lost some credibility since Q2 earnings and after" [X Link](https://x.com/Kross_Roads/status/2020685050589667565) 2026-02-09T02:23Z 31.3K followers, [----] engagements "$HIMS is now being sued by $NVO. The copycat pill appears to have been the catalyst. Is this the death of the company Absolutely not. But it calls into question their strategy especially on what went wrong with launching this offering which never made sense. $HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be true. [--] The board was not consulted on this. It's $HIMS I'm seeing a lot of questions over my exit. I don't think that" [X Link](https://x.com/Kross_Roads/status/2020850120925814801) 2026-02-09T13:19Z 31.3K followers, 23.3K engagements "I added more $NBIS to my portfolio at the open this morning. The price is quite a bit higher than when I wrote $70 cash-secured puts (which I would have loved) but at $90 it still was a very attractive price. Going into earnings this week what's unquestioned is the demand and execution. However the narrative around this earnings has been anti-CapEx. I believe Nebius is likely to increase CapEx spend projections due to three factors: [--] Aggressive Power Targets Late last year Nebius raised its contracted power targets from [--] to [---] GW. Nebius sold out of current capacity and an expansion to" [X Link](https://x.com/Kross_Roads/status/2020883515114426387) 2026-02-09T15:32Z 31.3K followers, 13K engagements "Interesting and relevant as $BMNR put $200m into Beast Industries enabling this acquisition by them. Milk Road is right that these guys excel at distribution and with the scepticism of the younger generations towards traditional credit coupled with more comfort towards crypto it will be interesting to see what this looks like (and how $ETH might be involved). Full disclaimer: I wasn't in favor of this investment mostly due to optics and timing but I always thought it'd make money. MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't" [X Link](https://x.com/Kross_Roads/status/2020937978009244138) 2026-02-09T19:08Z 31.3K followers, 14.9K engagements "It's nice to see $VG break back into double digits again especially with an average in the $7's" [X Link](https://x.com/Kross_Roads/status/2020984035460383137) 2026-02-09T22:11Z 31.3K followers, [----] engagements "@sachinvats The other theme is the AI supply chain which includes $ON $TER $FORM and one we're both in: $AEHR" [X Link](https://x.com/Kross_Roads/status/2021895421363212668) 2026-02-12T10:33Z 31.3K followers, [----] engagements "They probably want to avoid giving their stock out due to what may be a legal grey area and $HOOD has never been a retail stock though it is more retail today. Prior to its rise I think institutions and insiders owned over 85% of it. And any time Amit and others would bring it up we'd receive massive pushback by retail. https://twitter.com/i/web/status/2021896397272797384 https://twitter.com/i/web/status/2021896397272797384" [X Link](https://x.com/Kross_Roads/status/2021896397272797384) 2026-02-12T10:37Z 31.3K followers, [--] engagements "@mikepat711 @nymbusjp Gotta root for $RIVN here for sure. It's no $TSLA but a good brand that actually innovates (albeit much of the trailblazing was done by Tesla). I don't know if it's an investment I will ever make but I hope they crush it" [X Link](https://x.com/Kross_Roads/status/2021897550089908578) 2026-02-12T10:41Z 31.3K followers, [---] engagements "@LincolnCarter0 @JuanRodrig07 We should be doing a Stock Tank episode fairly soon" [X Link](https://x.com/Kross_Roads/status/2022425022489604236) 2026-02-13T21:37Z 31.3K followers, [--] engagements "@AustinsStocks @dannycheng2022 @sachinvats @arny_trezzi @amitisinvesting @em013L Very nice. Love seeing $PLTR there" [X Link](https://x.com/Kross_Roads/status/2022427160057962704) 2026-02-13T21:46Z 31.3K followers, [--] engagements "Burry continues to beat the $PLTR drum but it's pretty clear he doesn't understand Palantir well. I hope he's right. If $PLTR fell to $60 it might become half of my portfolio (I'd buy a lot). But there's little chance of it happening. Burry is ignoring the organic growth north of 60% revenue with increasing (and already elite) margins incredible execution and a deep moat. Valuation matters yes. But the company matters as well. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE" [X Link](https://x.com/Kross_Roads/status/2021212535421125096) 2026-02-10T13:19Z 31.3K followers, 27.5K engagements "Indeed and I was in favor of the share allotment and I voted accordingly. On $ORBS I see the merit of the investment but I don't like the project. But the way I look at it I don't have to always like everything about a company and what they're doing. Just the overwhelming majority. https://twitter.com/i/web/status/2021219914875388143 https://twitter.com/i/web/status/2021219914875388143" [X Link](https://x.com/Kross_Roads/status/2021219914875388143) 2026-02-10T13:49Z 31.3K followers, [--] engagements "$PLTR Yesterday Palantir announced an expansion of their Skywise partnership with Airbus. The deal spans for [--] years at $1b. This was Palantir's initial big commercial winner which gave me confidence that their Foundry product would be able to repeat this success across other industries. Since Skywise's success we've seen continued adoption of Palantir across most major industries including some major platforms that have been built from similar partnerships. For those doubting the strength of Palantir's moat they just haven't been paying attention. Palantir is proud to expand its partnership" [X Link](https://x.com/Kross_Roads/status/2021642135556997612) 2026-02-11T17:47Z 31.3K followers, 15K engagements "@InvestwithMEH @Mr_Derivatives Ok that's a good take on regulation" [X Link](https://x.com/Kross_Roads/status/2022705529978552643) 2026-02-14T16:12Z 31.3K followers, [--] engagements "https://www.youtube.com/live/SrlvtIdbAXAsi=p16aosDD8W-BsnvC https://www.youtube.com/live/SrlvtIdbAXAsi=p16aosDD8W-BsnvC" [X Link](https://x.com/Kross_Roads/status/1889729009522467000) 2025-02-12T17:31Z 31.3K followers, 59.4K engagements "$HOOD Robinhood's predictions market for the Superbowl needs a prediction market on the volume. It's already over 90m. Do we see over 200m" [X Link](https://x.com/Kross_Roads/status/2020535724278194463) 2026-02-08T16:30Z 31.3K followers, 20.6K engagements "$HOOD Robinhood reports earnings after hours today which we will be covering live. It's the first more challenging comp but with predictions markets revenue rolling in growth accelerated tremendously last quarter. There's three important reads here: [--] Diversification from crypto revenue. Crypto as a % of revenue continues to fall as more products hit the $100m annualized revenue number. Robinhood's stock has fallen substantially alongside crypto but it's overdone when looked at the % to revenue impact. Additionally a more revenue-diverse company while still cyclical is more resilient in" [X Link](https://x.com/Kross_Roads/status/2021224608431550603) 2026-02-10T14:07Z 31.3K followers, 27.8K engagements "We are live on $HOOD earnings. https://youtube.com/live/6YWOunSPm5Qfeature=share $HOOD Robinhood reports earnings after hours today which we will be covering live. It's the first more challenging comp but with predictions markets revenue rolling in growth accelerated tremendously last quarter. There's three important reads here: [--] Diversification from https://t.co/e6GNJw1ziW https://youtube.com/live/6YWOunSPm5Qfeature=share $HOOD Robinhood reports earnings after hours today which we will be covering live. It's the first more challenging comp but with predictions markets revenue rolling in" [X Link](https://x.com/Kross_Roads/status/2021327491206365620) 2026-02-10T20:56Z 31.3K followers, 10.9K engagements "$AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer. "Initial" is the key part. From the presser: "This customers current-generation AI processor is already ramping in volume production today and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar [----] and continuing into [----]. Importantly we expect these future system orders to run in parallel with volume deployments of this next-generation processor significantly expanding our" [X Link](https://x.com/Kross_Roads/status/2021576237244731805) 2026-02-11T13:25Z 31.3K followers, 31.7K engagements "$AEHR We. Have. Liftoff $AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer. "Initial" is the key part. From the presser: "This customers current-generation AI processor is already ramping in volume https://t.co/2wWkB5R2pD $AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer. "Initial" is the key part. From the presser: "This customers current-generation AI processor is already ramping in volume" [X Link](https://x.com/Kross_Roads/status/2021595133825753099) 2026-02-11T14:40Z 31.3K followers, 10.3K engagements "$FIGR Figure is down over 50% from its high (above $70) this year round-tripping its early gains. I sold cash-secured puts on this name a couple of times but they never filled and I didn't chase. It's getting quite interesting here again. Right now it's caught up in the anti-crypto wave but the market has this one wrong. Figure IS involved heavily with crypto but they use the technology (Providence Blockchain) to empower their lending platforms (mostly HELOCs right now) saving cost in both time and money and to offer yield on RWA's via their $YLDS stablecoin. The price of $BTC / $ETH etc" [X Link](https://x.com/Kross_Roads/status/2021608503186452487) 2026-02-11T15:33Z 31.3K followers, 10.1K engagements "$NBIS Looks like a solid quarter for Nebius. They sold out of capacity in Q4 while beginning to deliver to $MSFT. ARR continues to accelerate. The earnings call should be especially illuminating as they'll share updated guidance. But moving from [--] gw of contracted power to [--] is meaningful. Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B https://t.co/N0N8gKpiLT Today we" [X Link](https://x.com/Kross_Roads/status/2021929590696935509) 2026-02-12T12:49Z 31.3K followers, 21.3K engagements "First AI killed off education stocks. Then AI killed off software stocks. Now AI killed off AI stocks. Only $CROX remains" [X Link](https://x.com/Kross_Roads/status/2021988457774469305) 2026-02-12T16:43Z 31.3K followers, 43.1K engagements "@StockStalkk $AEHR and $VG and $NU all performed exceedingly well. Also had some swings that paid off. Lastly some of my main stocks are down more than that but much of that came in the 4th quarter last year. Things would look worse if I did this over the past [--] months vs YTD" [X Link](https://x.com/Kross_Roads/status/2022427964009505044) 2026-02-13T21:49Z 31.3K followers, [---] engagements "Bootleg Weekly starts in [--] minutes In this bonus Friday edition we're discussing: $HIMS $NBIS earnings $HOOD earnings $AEHR news And more. Link below" [X Link](https://x.com/Kross_Roads/status/2022428335691960504) 2026-02-13T21:51Z 31.3K followers, [----] engagements "https://youtube.com/live/WcTSgfDnMZYfeature=share https://youtube.com/live/WcTSgfDnMZYfeature=share" [X Link](https://x.com/Kross_Roads/status/2022428337323544852) 2026-02-13T21:51Z 31.3K followers, [----] engagements "$PLTR I'm actually astonished that someone would display their own ignorance so publicly but that's what this bear thesis on Palantir amounts to. To Burry's credit most short arguments are a bit like this one: including a few arguments that are factually true then some that are subjective but may be true. And sadly too often more than half of the thesis usually are things which are factually inaccurate dated or just plain lies. In this case Burry is technically posting what other people think on Palantir but it's the same as his thesis: very limited in understanding and exposure. Much of his" [X Link](https://x.com/Kross_Roads/status/2022623737997099274) 2026-02-14T10:47Z 31.3K followers, 19K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Kross_Roads Crossroads
Crossroads posts on X about $sofi, $pypl, $pltr, $hood the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -41%
- [--] Month [---------] +62%
- [--] Months [----------] +25%
- [--] Year [----------] +14%
Mentions: [--] #
- [--] Week [---] +5.60%
- [--] Month [---] -3.80%
- [--] Months [-----] +27%
- [--] Year [-----] -26%
Followers: [------] #
- [--] Week [------] +0.60%
- [--] Month [------] +3.10%
- [--] Months [------] +27%
- [--] Year [------] +64%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3939 finance 25.45% technology brands 25.45% cryptocurrencies #7666 countries 1.36% automotive brands 1.36% exchanges 1.36% currencies 0.45% gaming 0.45% products 0.45%
Social topic influence $sofi #71, $pypl #1245, $pltr #26, $hood #108, in the 8.18%, ai #4763, $hims #65, $vg #8, palantir #35, $aehr #3
Top accounts mentioned or mentioned by @krispatel99 @mrderivatives @earningsmatter @vrvitaly @funofinvesting @futurenvesting @sunvmikey @stevenfiorillo @wealthmatica @micro2macr0 @joeytphilly @george_dubs_ @acce @anthonynoto @stockmeetups @juanrodrig07 @wagerwizard00 @joserestonva @investorcity4u @investwithmeh
Top assets mentioned RAI Finance (SOFI) PayPal Holdings Inc (PYPL) Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD) Hims & Hers Health, Inc. (HIMS) Venture Global, Inc (VG) Nebius Group N.V. Class A Ordinary Shares (NBIS) NuCypher (NU) Figure Technology Solutions, Inc. (FIGR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Western Union Co (WU) Tesla, Inc. (TSLA) SPX6900 (SPX) Ethereum (ETH) Mario Coin (COIN) Teradyne, Inc. (TER) Bitcoin (BTC) Amazon.com, Inc. (AMZN) BITMINE IMMERSION TECH (BMNR) Metadium (META) Figma, Inc. (FIG) Orbs (ORBS) Salesforce Inc (CRM)
Top Social Posts
Top posts by engagements in the last [--] hours
"$SOFI Tokenized deposits appear to be coming in [----] pending regulation per FDIC comments back in November. It's something SoFi will offer and it's a nice touch for the ecosystem as it is but necessary as they push into payments. Interesting also that $MQ has started advertising. They compete with SoFi's Galileo. Perhaps they're seeing an improving macro in their offer (hence the ads and 27% revenue growth). https://twitter.com/i/web/status/2006411334624375242 https://twitter.com/i/web/status/2006411334624375242"
X Link 2025-12-31T17:05Z 31.3K followers, [----] engagements
"$VG / $LNG Alaska has one of the largest proven reserves of natural gas on the planet yet they may begin to import LNG soon as supply from Cook Inlet is barely meeting demand. A proposed natural gas pipeline from the North Slope is probably not going to happen any time soon (if ever) and has been set back for a variety of reasons. Instead Enstar is looking to begin buying and importing LNG either at the spot market or enter a contract with a major provider. https://twitter.com/i/web/status/2008526683440333243 https://twitter.com/i/web/status/2008526683440333243"
X Link 2026-01-06T13:10Z 31.1K followers, [----] engagements
"$PYPL PayPal + $MSFT partnering for Agentic Commerce is a good thing. PayPal will get a piece of this pie in the future as they're partnered with so many platforms no matter who wins. The problem for the stock is that Agentic Commerce is too far away to deliver meaningful revenue any time soon and also very speculative at this point. That said I like that PayPal is continuing to innovate and building for the future. That didn't happen often enough prior to @acce. But to change the direction of the stock a more near-term shift is needed. Were teaming up with @Microsoft to power their launch of"
X Link 2026-01-08T16:20Z 31.2K followers, 13.7K engagements
"$VG I've been buying a lot of Venture Global in [----] - more than any other stock combined so far. I still have shares I'd like to add (once funds arrive on the 13th). There's a lot of attention on the ramp of the US and LNG volumes (see the note by @KobeissiLetter) which is expected to coninue. LNG is a bit different than oil. The supply chain is more complicated as the product isn't found in a liquified state. Venture Global seems like it has mastered this in their modular approach defying the expected norm of cost and time overrun. Further while they have a strong basis of take-or-pay"
X Link 2026-01-08T18:38Z 31.1K followers, 14.2K engagements
"$VG This is a pretty solid Venture Global list of positives and negatives specific to the company. The only thing I'd add is on #4 they are unique in this space as most CapEx commitments have big cost and time overruns. And perhaps a note on the debt (positive is the debt structure and terms) but debt is the norm in this space due to CapEx. Any other VG holders see anything else to add $vg Did some work on vg. Positives: 1) they have dedicated pipelines which can provide them up to 11MTPA feedstock and reduce their cost as they dont have to pay midstream players 2) they have take-or-pay"
X Link 2026-01-12T03:06Z 31.1K followers, [----] engagements
"$VG For reference Venture Global benefits from the spread between US and EU markets. This is very bullish. TTF Nat gas prices exceed $30/Mwh for the first time since late November as EU storage continues to decrease rapidly compared to 5-yr averages. $next $vg https://t.co/mAJSSqTUnS TTF Nat gas prices exceed $30/Mwh for the first time since late November as EU storage continues to decrease rapidly compared to 5-yr averages. $next $vg https://t.co/mAJSSqTUnS"
X Link 2026-01-12T17:31Z 31.3K followers, [----] engagements
"$PYPL / $WU Western Union was a company I talked about as a counter example to PainPal back in [----]. However PayPal is NOT Western Union. What's missed is that $WU hasn't really pivoted their business. There's been little innovation and they're stuck doing remittances while being eaten alive. PayPal continues to innovate. No it's not been perfect. Execution has too often been slower than expected and performed more poorly than hoped. That's not great. PayPal also continues to grow. Their stock chart is PAINFUL but their metrics look dissimilar from Western Union. As just one example revenue"
X Link 2026-01-19T02:18Z 31.2K followers, 22.1K engagements
"@Grover65970949 Yeah when pulling the charts there were 5-6 other comps where PayPal is growing (and even accelerating) vs $WU in relentless decline"
X Link 2026-01-19T12:54Z 31.2K followers, [---] engagements
"$AEHR Test Systems has broken back into the $30's. In our gift-giving challenge this stock is up over 40% YTD crushing $PTON $DLO and $QXO (which is also up nicely. Ironically my alt pick of $FIGR is up even more. A lot can change over the next [--] months however"
X Link 2026-01-22T20:26Z 31.2K followers, [----] engagements
"$NVDA "China tells $BABA top tech firms to prep Nvidia H200 Orders." Three notes: [--] China had previously required companies to prove why they would need chips such as the H200 vs a domestic product. Apparently that has been done to such a degree that H200 chips are now allowed to be ordered. [--] As a condition of the order these companies are forced to buy a certain amount of domestic chips. [--] NO China revenue is in $NVDA's guidance and as such none should be baked in to analyst estimates. https://twitter.com/i/web/status/2014683706091278705 https://twitter.com/i/web/status/2014683706091278705"
X Link 2026-01-23T12:56Z 31.3K followers, [----] engagements
"Is OpenAI getting desperate They're losing market share to $GOOGL's Gemini. Over the last two weeks we've seen: - An announcement that OpenAI will start advertising. Back in [----] Altman said "I kind of think of ads as like a last resort for us as a business model. Ads plus AI is sort of uniquely unsettling to me." - A statement from the CFO that OpenAI is considering changing to an outcome-based model that will benefit from a "finder's fee" from things you discover on their platform. - An article from The Information today saying they would try and become a one-stop-shop and aggressively lure"
X Link 2026-01-24T17:10Z 31.3K followers, 16.3K engagements
"$SOFI Great post by Tannor. Guidance is going to be very interesting. Will be see a shift towards more realistic guidance perhaps out of confidence in the macro their business and for the sake of PSUs or will guidance remain perpetually sandbagged (which is overdone frankly) $SOFI earnings sandbagging is out of control. In the SoFi Q3 [----] earnings presentation they have a [----] FULL YEAR guidance slide. That slide suggests that SoFi Financial Services adjusted net revenue growth from FY2024 to FY2025 will be at +60-65%. I ran the math on this https://t.co/6dA7cOaXe8 $SOFI earnings sandbagging"
X Link 2026-01-27T16:36Z 31.1K followers, 39.9K engagements
"$NET Cloudflare has been on my radar for a long time and I have a feeling it's just always going to trade at a premium. It's up 17% this week due to a couple of analyst notes and the excitement around its Clawdbot (opensource AI LLM). They're incredibly well-positioned and led. It seems that each time I start thinking about initiating a position the stock runs. RBC Capital: $NET is a Tier [--] AI winner through its inferencing opportunity Analyst comments: "Cloudflares Monday move caught our attention as an outlier. Based on investor conversations and some digging we believe some of the move was"
X Link 2026-01-27T17:46Z 31.1K followers, [----] engagements
"Bootleg Weekly is coming in hot Among tonight's topics are earnings previews (including $PYPL and $SOFI) $UNH and healthcare opportunities (or traps) and a glance at large cap tech as they enter earnings (especially $TSLA). https://youtube.com/live/pJv48uAHaTAfeature=share https://youtube.com/live/pJv48uAHaTAfeature=share"
X Link 2026-01-27T22:58Z 31.1K followers, [----] engagements
"The $DXY is the best way to view the weakened dollar vs a basket of international currencies. [---] is considered neutral. The dollar has been historically strong since Covid. Amit's post is great highlighting why Trump and many others are cheering on a weak US dollar. This is bullish for: - US exporters. - US Companies with a high % of sales outside the US (like $PYPL). - US investors (equities usually do better with a weak dollar). It's one of the reasons why "currency manipulation" is complained about when it's the other country with a weak currency. This is bearish for: - International"
X Link 2026-01-28T03:44Z 31.1K followers, [----] engagements
"$PYPL PainPal continues to sell off nearly every day and is on the verge of testing a multi-year low. Sentiment likewise (including my own) is at or near an ATL. Can PainPal smash through $50 and continue to wreck our portfolios Yes absolutely. Earnings are Tuesday and there has only been one number analysts care about: branded growth. That number is going to be terrible. PayPal has said as much. But with the price action and fundamentals (massive FCF in Q4 branded experiences which carries the same or higher take rate as branded buybacks and hopefully an update on the new projects) it's hard"
X Link 2026-01-28T16:59Z 31.1K followers, 47.9K engagements
"$TSLA Telsa's earnings were bad but not as bad as expected. This is the fantastic thing about having low expectations going into an earnings event. There were a couple of nice highlights despite the revenue drop. - COGS was down to under $20k. - Tesla will acquire $2b in preferred stock from xAI. - Tesla FSD hit 1.1m paid subscribers (not including free trials); an increase of 38%. - [--] new production lines announced (vehicles robots energy storage and battery manufacturing). - Tesla Semi and Cybercab will begin to be produced in the first [--] months of this year. - Gen3 of Optimus will be"
X Link 2026-01-28T22:39Z 31.1K followers, 10.4K engagements
"@JuanRodrig07 @juanito_mexok $NU is undervalued despite an ATH"
X Link 2026-01-29T14:10Z 31.1K followers, [---] engagements
"$HIMS has some issues but marketing and branding aren't a problem. This is a fantastic ad. 🚨 BREAKING: $HIMS SUPER BOWL AD [----] "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF. IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD $16 MILLION https://t.co/RVGPSsqSPA 🚨 BREAKING: $HIMS SUPER BOWL AD [----] "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF. IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD"
X Link 2026-01-29T17:03Z 31.1K followers, 16.3K engagements
"$SOFI One of the moves I made today was to write cash-secured puts on SoFi somewhat aggressively into earnings at the $24 strike level. Given what I am anticipating for earnings is a sell-off possible Sure. But I am more than happy to hold more shares at $24 for the long term even though I think they won't fill. My $SOFI Q4 Earnings predictions: Revenue: $1.125b (53.2% Y/Y) Analyst consensus: $986m ($954m guidance) EPS: Members: +1.05m Corporate: ($60M) Total Revenue: $1.125B Net Income: $202M (18% margin) EPS: $0.15 BREAKOUTS 🔴 Corporate = ($60m) 🟢Tech Platform = $155m (50% Y/Y"
X Link 2026-01-29T17:40Z 31.2K followers, 29.1K engagements
"$NU Nubank just received conditional approval to establish a US National bank. What's even more astonishing is that they applied for this LESS than [--] months ago. That is astonishingly fast. The next phase is the bank organization phase which requires additional approvals and capitalization within [--] months and opening the bank within [--] months. Long Nubank https://twitter.com/i/web/status/2017025213112664383 https://twitter.com/i/web/status/2017025213112664383"
X Link 2026-01-30T00:00Z 31.2K followers, 21.6K engagements
"That's an ILC. That's been around for a little bit but not many companies have been approved and it's taken a while. I think that this is a sign that approval might be faster than expected even though this was on the national level and the ILC is an application with a state (oversimplified). I am just shocked how fast this happened for $NU https://twitter.com/i/web/status/2017043228579496400 https://twitter.com/i/web/status/2017043228579496400"
X Link 2026-01-30T01:12Z 31.1K followers, [---] engagements
"$SOFI earnings are live this morning We will preview them and cover them live starting in [--] minutes. https://youtube.com/live/I3_c2uHugPMfeature=share https://youtube.com/live/I3_c2uHugPMfeature=share"
X Link 2026-01-30T11:50Z 31.2K followers, [----] engagements
"$SOFI Triple beat and raise. Guidance is .60 to .80 for '26"
X Link 2026-01-30T12:16Z 31.1K followers, 20.1K engagements
"$SOFI This is easily their most impressive slide. The LPB is growing rapidly and looks incredibly healthy"
X Link 2026-01-30T12:19Z 31.2K followers, 13K engagements
"$SOFI "In [----] and beyond we will look to offer additional crypto products and services including secured lending by cryptocurrencies which will give members better rate on their loans." $FIGR has seen an immense cost and time savings from a similar move. This makes SoFi even more competitive and is a perfect fit for their ecosystem. https://twitter.com/i/web/status/2017225178627912051 https://twitter.com/i/web/status/2017225178627912051"
X Link 2026-01-30T13:15Z 31.2K followers, [----] engagements
"$SOFI and the analysts come in 🔥🔥🔥 on SoFi. Estimates and price target increases are coming. That guidance (and #'s from Q4) speaks for itself. 🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's Implied 55% incremental EBITDA margin "suggests the company does not have enough investment opportunities to 🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's"
X Link 2026-01-30T13:20Z 31.1K followers, 19.3K engagements
"$SOFI Long-term guidance: Revenue: 30%+ CAGR between '26 and '28. EPS: 38-42% annual growth between '26 and '28. And this is a firm that has sandbagged expectations heavily"
X Link 2026-01-30T13:40Z 31.3K followers, 29.2K engagements
"$SOFI on the Loan Platform Business Noto: "We just signed a new partner this week for [----] and we have several other partners who are in final term sheet stages. So overall demand couldn't be better from an investor perspective.""
X Link 2026-01-30T13:53Z 31.1K followers, 13.1K engagements
"$PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y growth) - Slightly below analyst estimates 🟢EPS: [--] cents 🟢 NDR: 136% PRIMER The past couple of quarters analysts were quite low compared to my actual expectations (and the results) of Palantir. This quarter they're actually much closer to what I expect though I do believe we'll see another 2x beat and a tiny miss on analyst expectations (which are well above guidance). A significant factor is where we are at in terms of AI adoption at the"
X Link 2026-01-31T17:37Z 31.2K followers, 57K engagements
"$PLTR Actually I was either wrong on analyst expectations on Palantir revenue or someone revised their revenue projections. Current avg is lower than what I think Palantir posts on Monday. Another 3x beat is on the way (though the analysts are close). $PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y growth) - Slightly below analyst estimates 🟢EPS: [--] cents 🟢 NDR: 136% PRIMER The past couple of quarters analysts were https://t.co/IW27MZwjBv $PLTR Palantir Earnings are on Monday February 2nd"
X Link 2026-02-01T13:56Z 31.2K followers, 26.2K engagements
"$PYPL Im writing this ahead of earnings because Im genuinely debating trimming or exiting PayPal and its not because of the chart a single quarters numbers or me being impatient about holding time. This is a thesis check. The business is still solid but the investment thesis has weakened relative to other opportunities I can allocate into right now. Basic Earnings expectations (which are fine): 🟢 Revenue: $8.9B (small beat) 🟢 EPS: $1.32 ($0.03 beat) 🟢 Guidance: raised 🟢 FCF: $3.6B If they hit those great but honestly thats not the core issue. Here's what I'm laser-focused on: [--] SPEED What"
X Link 2026-02-02T01:17Z 31.2K followers, 51.3K engagements
"@Stonk_Radar Was talking with @stevenfiorillo on Friday and I agree $NOW is likely the best of sold-off SaaS"
X Link 2026-02-02T03:06Z 31.3K followers, [---] engagements
"@Stonk_Radar @stevenfiorillo $WIX is a runner up"
X Link 2026-02-02T03:06Z 31.3K followers, [---] engagements
"$PLTR Louie DiPalma has usually been somewhat bearish on Palantir. This is the second time I've seen analyst flip from bearish to bullish on Palantir since the last earnings. I don't usually put much attention to these kinds of notes especially right before earnings except when q perspective flips from bull to bear (or the reverse). 🚨🔼William Blair upgraded Palantir $PLTR to Outperform after a 30% pullback citing improved valuation and continued commercial momentum. The firm says enterprise demand remains strong with the Trump administration all-in and PLTR positioned for renewed growth and"
X Link 2026-02-02T12:46Z 31.1K followers, 51.7K engagements
"@ReturnsJourney If valuation beats everything $WU should be flocked to. But it's a dying business. Valuation is important. But in isolation it's not enough"
X Link 2026-02-02T13:12Z 31.2K followers, [---] engagements
"@NewtonTiki I mean the only realistic risk is the valuation. They're going to put up 60% revenue growth or more"
X Link 2026-02-02T13:59Z 31.3K followers, [---] engagements
"$PLTR reports after hours today Note that I was wrong on analyst expectations or they were updated. It's looking like another 3x beat for Palantir. $PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y growth) - Slightly below analyst estimates 🟢EPS: [--] cents 🟢 NDR: 136% PRIMER The past couple of quarters analysts were https://t.co/IW27MZwjBv $PLTR Palantir Earnings are on Monday February 2nd after the market closes. It's going to be a fantastic quarter. My guesstimates: 🟡 $1.39b (60% y/y"
X Link 2026-02-02T18:53Z 31.2K followers, 12.3K engagements
"$PLTR A few highlights beyond the 3x beat and the AMAZING 70% Y/Y revenue growth - US revenue continues to accelerate. It's up 93% Y/Y. - US Commercial (only) revenue is up 137% Y/Y - Outstanding shares only grew 1.8% Y/Y. - Net Dollar Retention 139% - RPO grew by 62%. Q/Q. Guidance is ASTONISHINGLY good. US commercial is expected to grow at least 115%. At least. And Palantir typically sandbags earnings. 74% Q/Q growth for Q1 is the guidance (with 57% margin) and 61% revenue growth in the full year. Yeah they're probably going to hit 70% for the full year. Their rule of [--] score moved from"
X Link 2026-02-02T21:38Z 31.3K followers, 29.3K engagements
"$PLTR Want to see one beautiful chart for Palantir 🟢Total revenue +70% Y/Y. 🟢GPM increasing (hard to do with that kind of revenue growth) to 84.8% 🟢Net Dollar Retention up to 139%"
X Link 2026-02-02T22:56Z 31.3K followers, [----] engagements
"$PLTR +10% In a sea of SaaS carnage this business (and its stock) is sure differentiated. $PLTR A few highlights beyond the 3x beat and the AMAZING 70% Y/Y revenue growth - US revenue continues to accelerate. It's up 93% Y/Y. - US Commercial (only) revenue is up 137% Y/Y - Outstanding shares only grew 1.8% Y/Y. - Net Dollar Retention 139% - RPO grew by 62%. Q/Q. https://t.co/jXCNeITGYP $PLTR A few highlights beyond the 3x beat and the AMAZING 70% Y/Y revenue growth - US revenue continues to accelerate. It's up 93% Y/Y. - US Commercial (only) revenue is up 137% Y/Y - Outstanding shares only"
X Link 2026-02-03T03:05Z 31.1K followers, 18.4K engagements
"@amitisinvesting Congrats man It's been a great ride"
X Link 2026-02-03T04:12Z 31.1K followers, [----] engagements
"@acce Just sold my shares. I don't care if we get a dead cat bounce. The market was 100% correct. Goodbye PainPal"
X Link 2026-02-03T12:11Z 31.3K followers, 24K engagements
"@B82143748 @anthonynoto @Tim_Sweeney_TAR They're too small to buy $PYPL. $AAPL might though"
X Link 2026-02-03T18:55Z 31.1K followers, [----] engagements
"@RealMattMoney @acce I did add some $VG"
X Link 2026-02-03T18:56Z 31.2K followers, [----] engagements
"@Mr_Derivatives Same man. And I was louder"
X Link 2026-02-04T02:47Z 31.1K followers, [----] engagements
"$NBIS On days like this if you've already made whatever moves you needed to do (hopefully not governed by emotion) there's no need to stare at the screen all day. I made a few small moves and one decently-sized one: sold CSP on $NBIS ($70 strike for this Friday). I don't think those will fill but another day like today and they might. Either way I don't mind owning it there. For Nebius it's a business I understand decently-well. I swing traded it last year and while it's a higher price than it was when I exited the business has materially accelerated demand is relentless and they're"
X Link 2026-02-04T18:27Z 31.3K followers, 19.6K engagements
"$HIMS Apparently is launching a copy pill if $NVO's Wegovy soon"
X Link 2026-02-05T13:40Z 31.3K followers, 37.6K engagements
"$HIMS This probably fades on a day like today but I'll take it. I actually thought the Hims Labs partnership with Grail for cancer screening was bigger news. $HIMS Apparently is launching a copy pill if $NVO's Wegovy soon. https://t.co/NHjbsdTVCh $HIMS Apparently is launching a copy pill if $NVO's Wegovy soon. https://t.co/NHjbsdTVCh"
X Link 2026-02-05T13:48Z 31.2K followers, 14.5K engagements
"@Growthstocks54 Yeah I'm curious on that as well"
X Link 2026-02-05T15:12Z 31.1K followers, [---] engagements
"@KrisPatel99 So to be clear this wasn't selling out of deep frustration but a broken thesis. It's a value trap here. They're literally guiding for decline. Yes that has to contain some classic sandbagging but the thesis is done for me"
X Link 2026-02-05T16:55Z 31.2K followers, [----] engagements
"@HageFinancial @KrisPatel99 @RemindMe_OfThis I sold around $45.50 or so. Wouldn't surprise me if it is higher in [--] months but you're not looking at a 2x any time soon"
X Link 2026-02-05T16:59Z 31.1K followers, [---] engagements
"@Elon_fanboy77 Well hope it works out for you. Way better opportunities out there"
X Link 2026-02-05T17:00Z 31.1K followers, [----] engagements
"@msteveley I have a DCA every week on $BTC. Not changing it. It's a set-and-forget strategy. Not buying $HOOD. It's still my largest position"
X Link 2026-02-05T17:13Z 31.1K followers, [---] engagements
"@bigbobinvests @KrisPatel99 Yep that plus the guidance did it for me. Not the stock price action. Had we pumped to $70 I would have sold (and been happier about it)"
X Link 2026-02-05T17:54Z 31.2K followers, [---] engagements
"@man_nowere @KrisPatel99 $PYPL will never be a $1T company unless you're expecting run-away inflation. They actually benefit materially from that"
X Link 2026-02-05T17:57Z 31.1K followers, [---] engagements
"@man_nowere @KrisPatel99 Alex Chriss wasn't perfect but he was the right fit for what they were trying to do. Loures isn't it man. But he's probably there as a stop-gap for a few years"
X Link 2026-02-05T17:58Z 31.1K followers, [--] engagements
"@WagerWizard00 @KrisPatel99 Maybe [--] years from now. Not any time soon. Slow decline instead"
X Link 2026-02-05T18:00Z 31.1K followers, [---] engagements
"Sentiment out there has been driven even lower and the market wants nothing to do with risk at all. $BTC and $ETH are acting like it's crypto winter and you'd think the equity market showed terrible earnings and guidance the way it's been sold off. The reality is that it's mostly been sector-based so far in the $SPX and the only material concern I've seen recently are the job #'s. It's bloody out there. The tech sell-off continues unabated and is even more aggressive. Yet the $SPX is barely off from the top. Not good. https://t.co/Id5onwu5S9 It's bloody out there. The tech sell-off continues"
X Link 2026-02-05T18:27Z 31.2K followers, 12.9K engagements
"@the_sofi_stan Wrote some CSP today for more $SOFI"
X Link 2026-02-05T18:34Z 31.1K followers, [---] engagements
"@EarningsMatter @KrisPatel99 Does it Go back and listen to the earnings call. You wouldn't know ads even exist. To be perfectly honest I think that's intact still but with new leadership who knows what direction they go with it"
X Link 2026-02-05T18:52Z 31.1K followers, [---] engagements
"@AlThingsF1nanc3 The predictions market and intl expansion will likely keep them from negative revenue y/y even in the face of a crypto winter"
X Link 2026-02-05T20:54Z 31.1K followers, [---] engagements
"@ayanjainhere Yeah I don't know what was so bad about their call but $NBIS caught some of that blood"
X Link 2026-02-06T02:35Z 31.1K followers, [----] engagements
"So this is different than capital expenditures by the hyperscalers and OpenAI. Much of what they are spending there is for the LLMs. Increasing the size improves performance to a point but scaling laws provide a cap per this MIT study last month. Essentially there is only so big. You can go before meaningful performance improve diminishes. And that is what is driving much of the CapEx from those. It looks like this level of spend might only be for another year or two. There will be quite a bit of spend on the other side but it won't look like this unless the paper is completely wrong but it"
X Link 2026-02-06T03:15Z 31.1K followers, [---] engagements
"@VRVitaly Also here's the analyst EPS projections. I actually think they might be one year ahead given what we've talked about regarding capex (so profitable in '28 not '27)"
X Link 2026-02-06T03:18Z 31.1K followers, [---] engagements
"If AI causes massive disruption along with robotics Ubi is likely. I don't like it but it's better than people starving and going homeless. But that's at least [--] years away. Possibly three at earliest but I think it takes robotics as well and it won't be that mature as a space. https://twitter.com/i/web/status/2019614671175598107 https://twitter.com/i/web/status/2019614671175598107"
X Link 2026-02-06T03:30Z 31.1K followers, [--] engagements
"We'll see if this holds but I prefer seeing green though I always appreciate a good dip to buy"
X Link 2026-02-06T14:22Z 31.2K followers, [----] engagements
"$HIMS After they announced the pill the other day I weighed getting out for this exact reason. When the news dropped after hours I got out before the big drop. This wasn't going from bullish to bearish overnight. I took profits along the way since the price action was often influenced more by short interest than stable catalysts. They've been battling GLP-1 headwinds but that's not their fault. I liked the Zava acquisition and the Labs and semaglutide launch in Canada. But the dislikes have been more than the likes. - Removing ex-GLP-1 revenue from the 10-Q filing. - Weird spat with $NVO"
X Link 2026-02-06T22:32Z 31.3K followers, 65.1K engagements
"@ishay_david I wouldn't say I don't see an opportunity there but I prefer a concentrated portfolio. $NBIS is my pick but I am not bearish on any. All should be winners"
X Link 2026-02-07T07:24Z 31.2K followers, [---] engagements
"@F0M0INN0W Yep. Better opportunities elsewhere on $HIMS along with some questionable moves they made. For $PYPL the thesis broke completely. While they are undervalued here valuation alone isn't enough of a thesis. Negative growth is the guide and I can't do that"
X Link 2026-02-07T07:31Z 31.2K followers, [---] engagements
"@TheFinPitch Justified. We've been observing execution missteps. I wanted to wait until earnings to see the guide and report but this seemed like the time to rotate elsewhere"
X Link 2026-02-07T07:34Z 31.1K followers, [--] engagements
"@himshouse Good step"
X Link 2026-02-07T19:33Z 31.2K followers, [----] engagements
"@aggregategains @JoseRestonVA @paulcerro I made a lot of money on the ticker. And I'd listen to Paul. Didn't usually agree with him but found myself agreeing far more over the past [--] months than I'd like as a shareholder. This pill offer was just really dumb"
X Link 2026-02-07T19:47Z 31.2K followers, [--] engagements
"@investorcity4U @FunOfInvesting No but I will watch their earnings closely. I am open to getting back in down the road on $HIMS. Much more so than $PYPL"
X Link 2026-02-07T19:49Z 31.2K followers, [----] engagements
"@YOKi_SGN @anthonynoto The IR post from the other day goes into it some. But essentially it's a combo with what I think from most to least significant: - Increased capital to lend. - Moving away from credit warehouses. - Optionality (including possibly an acquisition)"
X Link 2026-02-07T19:50Z 31.2K followers, [--] engagements
"@Amit74582331 This is them realizing they messed up. Big time"
X Link 2026-02-07T21:04Z 31.2K followers, [---] engagements
"No the stock shouldn't have been trading in the teens a year ago because $AMZN was doing something. That was an easy opportunity. Illegal isn't accurate. There's a reason there was no regulatory / legal action and the same players are in place as [--] months ago. Paul overstated the lawsuit risk (until now essentially). I don't mind a firm pushing the line especially if the reward is worth the risk. This crossed a line for sure. Puzzling given their board and I fear it was done out of desperation. Couple that with a lot of far better opportunities and it was an easy exit. One that I had been"
X Link 2026-02-07T21:08Z 31.2K followers, [--] engagements
"@wealthmatica $NBIS is just a super clean thesis"
X Link 2026-02-07T21:17Z 31.2K followers, [---] engagements
"@Tim_Sweeney_TAR @iseelightnow @Futurenvesting @FunOfInvesting @DataDInvesting Exactly Tim. And at this stage I would be scratching my head if they did buybacks. The cool thing about being a bank is you can lend multiples against your cash. And if you are an excellent lender like this company is there's no reason not to use that to grow organically"
X Link 2026-02-08T15:22Z 31.2K followers, [---] engagements
"@ninety1percent @Dboybruh @FunOfInvesting @Futurenvesting For this it'd be keep $HOOD and eliminate $COIN for pure gamesmanship. $SOFI and $NU are fantastic companies that I own but they don't compete much with Robinhood. Close 2nd would be keep SoFi delete Nu from existence (since it's their most direct competitor here)"
X Link 2026-02-08T16:19Z 31.2K followers, [---] engagements
"@mambocowboy @paulcerro Some of it was but the past [--] months Paul has been more right than wrong on it"
X Link 2026-02-08T16:20Z 31.2K followers, [---] engagements
"They did but one was due to FTX having to forsake their 13% holdings of $HOOD. So they had an opportunity to buy back those for like $13 a share. Beyond that they deployed $1b over multiple years to do so but as a non-bank they don't have SoFi's lending ability and are printing cash. The buyback is essentially just to keep the float essentially flat vs slow dilution via SBC. https://twitter.com/i/web/status/2020632200576716948 https://twitter.com/i/web/status/2020632200576716948"
X Link 2026-02-08T22:53Z 31.2K followers, [---] engagements
"@jksti Robinhood volume alone"
X Link 2026-02-08T22:55Z 31.2K followers, [---] engagements
"@Investinc_Intel @ninety1percent @Dboybruh @FunOfInvesting @Futurenvesting @anthonynoto I think the banking service might surprise you but the rest is true. They don't really compete with those. Not their business"
X Link 2026-02-08T22:56Z 31.2K followers, [--] engagements
"@Ashton_1nvests It is a fantastic ad and they excel at marketing but yeah. It doesn't change the issues"
X Link 2026-02-09T01:42Z 31.2K followers, [----] engagements
"@Mr_Derivatives And much like you despite the recent evidence to the contrary very very good"
X Link 2026-02-09T01:43Z 31.2K followers, [----] engagements
"@DeepIceValue @grok Why would you have Alex Karp on here"
X Link 2026-02-09T02:04Z 31.2K followers, [---] engagements
"@NateSilver538 Did you not see Joe's reply It was a joke. Maybe in poor taste and maybe not but a joke nevertheless. https://x.com/i/status/2020678679022682184 This was a joke as I didnt like the show. We shouldnt have a US Super Bowl show that highlights all of these other countries flags and dont think oversexualized lowbrow stuff should be part of our culture. But of course I appreciate Hispanics contribution to Texas & USA. https://x.com/i/status/2020678679022682184 This was a joke as I didnt like the show. We shouldnt have a US Super Bowl show that highlights all of these other countries"
X Link 2026-02-09T02:27Z 31.2K followers, [----] engagements
"They could have sued before. Maybe they should have but they were either waiting for legal precedent (via suing weaker / more fringe businesses of this type) or for something so obviously across the line like this pill. In this case Hims invited the lawsuit for little upside even had they not received pushback. Crazy"
X Link 2026-02-09T14:03Z 31.3K followers, [--] engagements
"Also on compounding under 503-a exceptions (shortage list) they had law and precedence on their side. It's why the lawsuits and legal threats aside from sabre rattling were aimed at the FDA. Less so for 503-b (medically necessary) exceptions which they backed away from significantly a year ago. The pill They'll try to spin it but I don't see how they can win this and the lawsuit is broader. That's just the beach head. https://twitter.com/i/web/status/2020861763147723259 https://twitter.com/i/web/status/2020861763147723259"
X Link 2026-02-09T14:06Z 31.3K followers, [--] engagements
"@coinviction @JHartley2 It's a lawsuit for all compounding forms not just the pill. But the pill was the trigger"
X Link 2026-02-09T14:20Z 31.2K followers, [--] engagements
"On CVS I don't know enough about that. On the lack of a lawsuit the threat was probably enough for $HIMS to back away from brinkmanship on trying to roll over large volumes of 503-a exceptions to 503-b. Had they sued the outcome wasn't certain. And if they lost that would be a blow to Novo. Here they have a significantly higher chance of winning. The goal isn't really to win damages (though it's part of the suit) but to effectively stop Hims (and this pretty much everyone) from compounding their products. https://twitter.com/i/web/status/2020867042228777174"
X Link 2026-02-09T14:27Z 31.2K followers, [---] engagements
"That guidance for EPS decline despite buybacks being maintained is either the most ridiculous sandbagging ever for the company or pretty concerning without clarity on what awaits on the other side. Still even factoring that in it's cheap. Just valuation has never been enough of a reason for me to be here. It was about that growth transition that didn't fully materialize (in FCF it did)"
X Link 2026-02-09T15:30Z 31.2K followers, [--] engagements
"@StockMarketNerd Agreed and agreed. I only had 15% of my position left but did a full exit at $23 on Friday. The pill was incredibly foolhardy reckless and calls to question why leadership would do this. My guess is they're desperate for revenue and a catalyst. They shouldn't have been"
X Link 2026-02-09T15:37Z 31.3K followers, [----] engagements
"@MidlClassMoney FYI you can chat customer service and have prediction markets removed entirely from your UI. It takes just a couple minutes"
X Link 2026-02-09T22:13Z 31.3K followers, [----] engagements
"@_financeken @A_May_MD @FunOfInvesting As of Friday I am no longer a $HIMS investor but I appreciate the clip and tag. Still tracking it"
X Link 2026-02-09T22:20Z 31.3K followers, [----] engagements
"@InvestwithMEH @RobinhoodApp It's funny because half of my feed on $HOOD is people complaining about how big / obvious it was on the platform and your experience is the opposite"
X Link 2026-02-09T23:14Z 31.3K followers, [---] engagements
"@rokajoska Yeah he swings for the fences. While I don't short there are far easier shorts out there. To his credit though it looks like he has moved away from his $NVDA focus"
X Link 2026-02-10T13:41Z 31.3K followers, [---] engagements
"@HassiOnTheMoon It's really weird. Is thesis essentially revolves around valuation which is important but man that's a weak thesis"
X Link 2026-02-10T14:21Z 31.3K followers, [---] engagements
"@ChewieWins It is a little funny that $PLTR fell in the face of a SaaS narrative saying AI will disrupt software. But the market can be silly like that from time to time"
X Link 2026-02-10T14:24Z 31.3K followers, [---] engagements
"@probablyoptimus @MidlClassMoney It probably should be"
X Link 2026-02-10T14:25Z 31.2K followers, [--] engagements
"@hudis6uy Nah just irresponsible after a 10x+ to have 90% in one name at high multiples at least for me"
X Link 2026-02-10T21:07Z 31.3K followers, [--] engagements
"You are factually incorrect. Back when I was beginning to talk about Robinhood was May [----]. There are only two people that I know who are even considering it as an investment. Anytime somebody brought up. Robinhood people hated the idea of it as an investment on this app. I'm not sure if you know Tannor or Amit But I was in Robinhood before either of them. Not that it matters but I'm just saying you are completely and factually incorrect. https://twitter.com/i/web/status/2021409863725728124 https://twitter.com/i/web/status/2021409863725728124"
X Link 2026-02-11T02:24Z 31.3K followers, [--] engagements
"@BPegLeg @amitisinvesting They talked about this on the earnings call / slide deck. That's coming empowered by Cortex if I understand correctly. "That were adding new products account types and capabilities that this year you should see acceleration in app design and personalization""
X Link 2026-02-11T16:28Z 31.3K followers, [--] engagements
"$PYPL The interview with PayPal's CEO @acce is now live We discussed Investor Day $PYUSD Ads and more Here's a taste. Full interview link below"
X Link 2025-02-28T16:23Z 31.3K followers, 180.5K engagements
"$PYPL / $GOOGL GOOGLE AND PAYPAL TO FORGE MULTI-YEAR PARTNERSHIP Specifically called out in the presser: - Agentic Shopping and Commerce Experiences - PayPal will be one of the key PSP across products like Google Cloud Google Ads and Google Play. - PayPal will use Google AI products to enhance services and security. - PayPal will partner on a deeper level with Google cloud. "The partnership will bring together PayPal's global payment infrastructure data-driven personalization and trusted identity solutions alongside Google's AI expertise to deliver new AI experiences. The companies along with"
X Link 2025-09-17T19:31Z 31.3K followers, 194.7K engagements
"$PYPL launches PayPal Ads Manager for SMBs. The word "billions" there is not an accident. This is a very lucrative field and Dr. Mark Grether is the architect who launched $UBER ads (and helped build $AMZN ads from the ground floor). 🚀🚀🚀"
X Link 2025-10-07T12:17Z 31.3K followers, 92.1K engagements
"Binance $COIN and $HOOD are all having issues right now. It's frustrating when these things happen in high volume moments. Get it together guys"
X Link 2025-10-10T22:01Z 31.3K followers, 30.9K engagements
"$PYPL Earnings look great A classic 3x beat. The stock is running on the OpenAI partnership and dividend news in addition to this. 🟢 Revenue: $8.48b (beat by $170m) 🟢EPS: $1.34 (beat by .14) 🟢Dividend Announced (14 cents) 🟢Guidance: Raised"
X Link 2025-10-28T11:17Z 31.3K followers, 62.3K engagements
"$PLTR $NVDA and $CNP are partnering to launch Chain Reaction as an OS for AI infrastructure specifically for energy. "Chain Reaction is what it looks like when you rebuild from the ground up for the demands of AI." The bottleneck to AI innovation is no longer algorithms; it is power and compute. America is at an inflection point in the energy infrastructure buildout and it requires software built for an entirely different scale. Today alongside @nvidia and @CenterPoint we are launching https://t.co/r4s6UzkLec The bottleneck to AI innovation is no longer algorithms; it is power and compute."
X Link 2025-12-04T14:57Z 31.3K followers, [----] engagements
"The ATE companies are all going to be eating good. $TER and Advantest are the two huge players here but little guys like $AEHR are going to carve out a nice niche. $TER new breakout 💥 https://t.co/mvmoju8qiC $TER new breakout 💥 https://t.co/mvmoju8qiC"
X Link 2026-01-21T23:20Z 31.3K followers, [----] engagements
"My $SOFI Q4 Earnings predictions: Revenue: $1.125b (53.2% Y/Y) Analyst consensus: $986m ($954m guidance) EPS: Members: +1.05m Corporate: ($60M) Total Revenue: $1.125B Net Income: $202M (18% margin) EPS: $0.15 BREAKOUTS 🔴 Corporate = ($60m) 🟢Tech Platform = $155m (50% Y/Y Increase) 🟢Financial Services = $450m 🟢Lending = $580m NOTES The tech platform benefits from a one-time penalty from $CHYM exiting their Galileo contract early. They maintain contractual obligations through March. The platform also begins to benefit materially from Southwest United and $TMUS onboarding as well as nearly a"
X Link 2026-01-25T18:30Z 31.3K followers, 43.4K engagements
"$ETH Crypto Winter here we come Either way not great short-term on Ethereum and $BMNR even though the Eth thesis is still intact long-term"
X Link 2026-01-31T18:29Z 31.3K followers, 13.8K engagements
"$PLTR 3x beat 🟢 .25 EPS (vs .23 expected) 🟢 $1.4b revenue (vs $1.34b expected) 🟢 Annual Guidance $7.2b vs $6.2b expected. Let's go 🚀"
X Link 2026-02-02T21:13Z 31.3K followers, 27.5K engagements
"$PLTR Amit made a great point on the stream and in this thread on Palantir's TAM. I am not by any definition a TAM investor yet TAM is HIGHLY relevant for Palantir here. Why Pristine execution and a high moat. Most companies will never reach more than a sliver of their TAM. Execution lags mission drift occurs and the moat isn't strong enough to destroy competition. Palantir is built differently. They have relentless execution. They don't get distracted chasing shiny objects (like commodities LLMs); there is no mission drift here. And their moat There is the Temu version of Palantir but you"
X Link 2026-02-03T04:18Z 31.3K followers, 26.7K engagements
"$PYPL Oh good Jamie Miller is leading the PayPal call. This will surely pump the stock. 😉"
X Link 2026-02-03T13:09Z 31.3K followers, 21.8K engagements
"$FIGR I know a lot of stocks are falling off the cliff right now but Figure is really interesting. I sold puts that didn't fill in Dec and didn't chase it. Some of the exited PainPal funds might be going here if this keeps falling but I'm in no rush. I like it at $35"
X Link 2026-02-03T19:01Z 31.3K followers, [----] engagements
"So the really funny thing today is my main portfolio actually ended up. It's where I had more than half of my $PYPL (other ports down [--] to 2%) but $AEHR and $PLTR and $VG had fantastic days. And I bought more of all 3"
X Link 2026-02-03T21:10Z 31.3K followers, 14.6K engagements
"$NVDA Translation: Nvidia is going to get some big orders from OpenAI. Nvidia $NVDA is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round - Bloomberg https://t.co/2wnOvjFbNW Nvidia $NVDA is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round - Bloomberg https://t.co/2wnOvjFbNW"
X Link 2026-02-04T00:00Z 31.3K followers, [----] engagements
"$PYPL A must-read from a key figure on PayPal. Good for former and current shareholders. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of"
X Link 2026-02-04T03:06Z 31.3K followers, 27.9K engagements
"It's bloody out there. The tech sell-off continues unabated and is even more aggressive. Yet the $SPX is barely off from the top. Not good"
X Link 2026-02-04T16:45Z 31.3K followers, 53.9K engagements
"@SunvMikey @FrontRangeHQ This whole earnings season has just confirmed this thesis imo"
X Link 2026-02-05T13:41Z 31.3K followers, [--] engagements
"$AEHR has held up stronger than I would have expected a microcap to behave in the current macro. Part of the reason is this whole earning season has been a confirmation of the thesis of needing to move testing equipment further upstream. $GOOGL's significant capex forecast Is further confirmation. As @SunvMikey noted back in December this is likely the hyperscaler that will be driving bookings volume over the next few months. $AEHR I believe Google is the un-named major hyperscaler (you can read in my quoted DD below) $GOOG earnings just dropped a $185B CapEx top end guidance for 2026."
X Link 2026-02-05T14:46Z 31.3K followers, [----] engagements
"$HOOD Robinhood continues to sell off aggressively and is down 50% from its high. Part of this is due to valuation which was high and most was due to association with crypto. Yet crypto revenues are somewhere between 20-25% of their revenue base and they continue to diversify away from being as reliant on crypto as they were in the prior Q4. This sell-off is overdone. Crypto just like Robinhood's revenue from that product isn't going to $0. There's room to fall here (and it is by definition a falling knife) but if it wasn't my #1 position already I'd be adding here for the long-term. And I"
X Link 2026-02-05T18:48Z 31.3K followers, 19.6K engagements
"Serious question: is this the start of a crypto winter Yes No I have no idea Yes No I have no idea"
X Link 2026-02-06T02:58Z 31.3K followers, [----] engagements
"$HIMS This pill should never have been launched but I'm curious if it makes any FDA / DOJ ruling moot or mostly a slap on the wrist. Why shouldn't it have been launched Two reasons. - The ecosystem benefit from such an offer is minimal especially at that price point and margin profile. - It was clearly stepping over a line with the immediate remarks of the FDA and DOJ investigation. Ultimately the reward did not justify the risk. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have"
X Link 2026-02-07T19:30Z 31.3K followers, 41.8K engagements
"On the $HIMS exit for some reason my portfolio update never posted on X in early January. But you can see from this and the last [--] that the position shrank in terms of sizing. By the time of the exit it was under 1.5%. I took profits (some intentional some underwater covered calls) when the stock was squeezing. Execution missteps and better opportunities had me allocating new funds elsewhere and ultimately that's what led me to exit $HIMS and start a $NBIS position. This one hurt less than the $PYPL exit in every respect and there's a chance I revisit $HIMS down the road and get back in when"
X Link 2026-02-07T20:37Z 31.3K followers, 24.4K engagements
""The firm is increasingly delivering a scalable 'primary relationship flywheel' which supports more durable compounding." 100% Devin. And I loved the future growth vector possibilities - I think they can follow in $FIGR's footsteps for another. Great read and I'm glad you're following this one as well. https://twitter.com/i/web/status/2020684281874403393 https://twitter.com/i/web/status/2020684281874403393"
X Link 2026-02-09T02:20Z 31.3K followers, [----] engagements
"@Mr_Derivatives I think it'll be up a tad"
X Link 2026-02-10T13:50Z 31.3K followers, [----] engagements
"@Micro2Macr0 Especially if they keep growing at 60-70% the next few years. That's likely for this one and of course gets harder a couple years out. But if there's one company of this size that can do it organically it's Palantir"
X Link 2026-02-10T16:47Z 31.3K followers, [---] engagements
"Not at all. By weight it's a bit above 5% of my portfolio. My average is in the teens still. In [----] 90% of my portfolio was rolled into $PLTR at an average in the $12's. I've of course taken plenty of profit. Another way to put it: if my remaining $PLTR positions somehow went to negative $1000 per share (impossible but go with me on it) I would still be deeply in the money on this investment"
X Link 2026-02-10T16:50Z 31.3K followers, [---] engagements
"@JoeyTphilly @genZinvest0r Yeah there's a lot to like here. I'm curious what the final price will be"
X Link 2026-02-10T20:21Z 31.3K followers, [--] engagements
"@ishay_david Very cool"
X Link 2026-02-10T20:27Z 31.3K followers, [--] engagements
"I could be wrong but I'm pretty sure I was buying this heavily and pounding the table on it. Maybe it's all an imagination. Maybe I wasn't one of the first this platform to do so. And maybe just maybe I tend to measure my investments over the long-term not over single days or weeks"
X Link 2026-02-11T02:10Z 31.3K followers, [--] engagements
"@HTTCAAGM Also if you think Robinhood is a meme stock you have lost your ever-loving mind"
X Link 2026-02-11T02:10Z 31.3K followers, [--] engagements
"@Futurenvesting @fiscal_ai Meanwhile me: To be fair I've not publicly shared my last name yet"
X Link 2026-02-11T03:02Z 31.3K followers, [----] engagements
"@ppokckcb Just bought it. $87.21 Had it last year in the $20's as a swing trade"
X Link 2026-02-11T04:01Z 31.3K followers, [--] engagements
"@EarningsMatter It's frustrating that you have to see this on an obscure post by someone rather than hear about it say in the actual earnings call. They're so bad at communicating but Dr. Grether is legit"
X Link 2026-02-11T13:39Z 31.3K followers, [----] engagements
"@George_Dubs_ @EarningsMatter It's insane they hide him"
X Link 2026-02-11T15:35Z 31.3K followers, [--] engagements
"@Futurenvesting Must have had bad earnings as they are down 13%. Just like $HOOD and $SOFI. 😉"
X Link 2026-02-11T16:18Z 31.3K followers, [----] engagements
"I closed out at $23. Here it's a harder question since I feel much of the negativity is priced in. I'd still probably do A though. The recent moves signal that they are possibly desperate for forward revenue growth. They shouldn't be but they have some hard comps due to GLP-1's until the 2nd half. That might actually cause the price to collapse further if they miss and guide more softly. I wouldn't do B. A if you think they're desperate for revenue. C if you don't. https://twitter.com/i/web/status/2021620316124954813 https://twitter.com/i/web/status/2021620316124954813"
X Link 2026-02-11T16:20Z 31.3K followers, 12.3K engagements
"@ruth_capital Thanks Ruth. And congrats on $ACMR. It's all about the wafer for both of these (even if this order is a PPBI one)"
X Link 2026-02-11T16:31Z 31.3K followers, [---] engagements
"Wild that he would say this. Also I've owned all [--] of those. But what gets lost is I was exceedingly early in [--] of the [--] and early enough in $HIMS to make a large amount of profit (from taking gains at and above $45). Out on that one at $23 for my final shares. $PLTR avg is in the teens. $HOOD I was buying in single digits. I will probably somehow survive this. 😉 And I think there are a lot of us who are in a similar boat. https://twitter.com/i/web/status/2021638496213966896 https://twitter.com/i/web/status/2021638496213966896"
X Link 2026-02-11T17:32Z 31.3K followers, [----] engagements
"@zain_hoda @EndicottInvests and @FunOfInvesting - this is pretty cool (for $NBIS)"
X Link 2026-02-11T17:35Z 31.3K followers, [---] engagements
"@vipul_kashyap Yeah @SunvMikey made a pretty compelling argument for it being $GOOGL last month. Probably an 85% chance it's them; 10% $META and 5% other"
X Link 2026-02-11T19:17Z 31.3K followers, [---] engagements
"@johnny_bra66881 @Mr_Derivatives Go back [--] months ago. I was talking about concerns I had with $HIMS and "yellow flags" all the way back when they reported Q2 earnings and it was trading much higher. That's why I never added even as the valuation compressed"
X Link 2026-02-11T21:29Z 31.3K followers, [---] engagements
"@JaredSleeper Woah why in the world does $PATH have that many employees Kudos to Anthropic. That also seems quite reasonable"
X Link 2026-02-11T21:45Z 31.3K followers, [---] engagements
"@StocksOnSpaces Curious from any $VRT bull what they make of the datacenter shift to 800V HVDC which has less thermal loss (hence fewer cooling needs). Is that just too far away for Vertiv to be concerned with or do they have some kind of pivot"
X Link 2026-02-11T22:10Z 31.3K followers, [---] engagements
"$FIG is especially interesting here. Good point on founder-led as well. Leadership especially matters when the macro throws a curve ball. Most of these founders are pretty dynamic and understand their industry and any necessary pivots far more quickly than CEOs who are just operators. https://twitter.com/i/web/status/2021712209899139358 https://twitter.com/i/web/status/2021712209899139358"
X Link 2026-02-11T22:25Z 31.3K followers, [----] engagements
"@SunvMikey Very nice day to be an $AEHR-head"
X Link 2026-02-11T23:00Z 31.3K followers, [---] engagements
"@investorcity4U Thankfully 85% of my $HIMS was trimmed above $45 so the rest which I exited at $23 were just a small %. Poor $DUOL. Someone was messaging me about it yesterday and I knew it was down but didn't know how much farther it dropped"
X Link 2026-02-12T11:45Z 31.3K followers, [---] engagements
"$PYPL PayPal continues to slide this time in the face of a continued sell-off of Fintech names. It's a far from perfect company but no. It doesn't deserve to trade at an ATL on P/S and P/E. The P/FCF (below) is even more crazy"
X Link 2026-01-30T21:37Z 31.3K followers, 15.4K engagements
"@Micro2Macr0 @APKeaton46 Yeah. Asking for a huge share increase to help you reach the 5% holding in ETH then literally the first thing they did was a $200m investment in a moonshot is not the best look even though they'll make money on it and I like it better than $ORBS"
X Link 2026-02-10T12:54Z 31.3K followers, [---] engagements
"While I was in a meeting $NBIS announced an acquisition "This acquisition advances Nebiuss strategy to build a unified platform where vertical AI companies and enterprises can build tune and run autonomous agents." And per the PR Tavily has over 3million monthly SDK (software development kit) downloads. I like it. Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents. Read the PR: https://t.co/ZMGy9XxQob"
X Link 2026-02-10T16:55Z 31.3K followers, 12K engagements
"FYI the customer is either $META (for their MTIA production line) or $GOOGL (for their TPUs)"
X Link 2026-02-11T13:29Z 31.3K followers, [----] engagements
"Great post by Tannor and I love that he keeps on top of these metrics. It's almost like $SOFI is executing at a fundamentally high level and is ramping. But probably not. Stock is down so surely that can't be true. 😉 $SOFI WEBSITE TRAFFIC UPDATE 🚨 SoFi just saw a MASSIVE +45.87% YoY bump in website traffic (17.24% up MoM) This is not only the largest month but it was also the largest month-over-month increase in visits Q1 data starting very strong https://t.co/rBFJnm3e6m $SOFI WEBSITE TRAFFIC UPDATE 🚨 SoFi just saw a MASSIVE +45.87% YoY bump in website traffic (17.24% up MoM) This is not"
X Link 2026-02-11T23:07Z 31.3K followers, 17.4K engagements
"Since there's been a lack of YTD charts in my feed here's what I'm looking at in my main portfolio. Overall including the [--] other smaller accounts it's closer to -10% YTD. Not great. Honestly with someone whose [--] largest positions entering the year were $HOOD $SOFI $PYPL (exited at $45.35) and $PLTR I'll take it. Thank you $NU $VG and $AEHR"
X Link 2026-02-12T11:41Z 31.3K followers, 16.6K engagements
"@Mr_Derivatives To be honest I expect Robinhood Social to be as successful as X for investing"
X Link 2026-02-14T12:18Z 31.3K followers, [----] engagements
"$VG Venture Global won their arbitration case against Repsol. So far: ✅ Shell ✅ Repsol ❌ BP (appealing) Hello $9"
X Link 2026-01-21T22:41Z 31.3K followers, 22.9K engagements
"SaaS names like $CRM $WDAY and $ADBE have been getting hit for a while. Per Satya's comments it seems like this might not be a phase as the value "lives" in agents vs business logic apps. The challenge is many SaaS names are deploying agents even $MSFT but there's often an incredible gap between announcement and execution. There will be SaaS standouts and survivors but it's easier for me to focus on the long-term by holding $PLTR (despite the multiples) since it not only isn't hurt from this shift but materially benefits. Satya Nadela is basically describing the death of the traditional SaaS"
X Link 2026-01-22T12:41Z 31.3K followers, [----] engagements
"$VG A cold winter in the EU and low inventories = record imports for LNG. Long Venture Global"
X Link 2026-01-23T19:16Z 31.3K followers, [----] engagements
"$SOFI I'm seeing a lot of people asking why it's down. It's not due to anything in the earnings. It's not because the stock is trading at an elevated level. It's not due to guidance. Some might assume earnings were bad since the stock is selling off. That's a bad assumption. I'm personally happy to own more after this very good earnings at $24 (via cash-secured puts). https://twitter.com/i/web/status/2017258815553405383 https://twitter.com/i/web/status/2017258815553405383"
X Link 2026-01-30T15:29Z 31.3K followers, 73.8K engagements
"$TER Teradyne is up massively after a fantastic earnings beat. They're seeing significant growth in all the markets $AEHR is also in but the latter is further upstream in the ATE market. There are multiple winners in this space beyond $TER and Advantest. A re-rating coming within [--] months. https://twitter.com/i/web/status/2018461300347601147 https://twitter.com/i/web/status/2018461300347601147"
X Link 2026-02-02T23:07Z 31.3K followers, [----] engagements
"I don't disagree with you. The "eventually" is the hard part. With that guidance (which yes it's sandbagged) it might take a long time. But I know you have long horizons. Hard for me to sell here and move on but the thesis is broken for me personally. I wish you and other shareholders and the organization well"
X Link 2026-02-03T13:19Z 31.3K followers, 12.4K engagements
"Just to be clear on PayPal this wasn't me selling due to frustration but because the thesis broke completely this earnings. There's some new $PYPL investors from this wave like @KrisPatel99 who I deeply respect. I agree the valuation is tempting here but I think it's a value trap. I hope it works out for remaining PayPal bulls however. But the fact is they're guiding for decline. That's not great and a very different trajectory than under the prior CEO. The only way I see this working out extremely well is some of the projects started under Alex start to bear fruit (advertising). But I'm not"
X Link 2026-02-05T16:58Z 31.3K followers, 28.7K engagements
"$SOFI I joked that $11 was the floor on SoFi. Market that was a joke Good thing they crushed earnings"
X Link 2026-02-05T21:56Z 31.3K followers, 25.1K engagements
"$NBIS So you're telling me AI is going to eat software and we somehow don't need inference despite every read from the earnings cycle indicating demand is insatiable Ok this is stupid. Especially since the sun-of-parts (Clickhouse AVride etc) is worth about half their market cap and they're growing over 500% (small base but still extreme growth). I don't own it yet but I wrote $70 puts for tomorrow. Beyond happy to own it at $70. https://twitter.com/i/web/status/2019534345518645460 https://twitter.com/i/web/status/2019534345518645460"
X Link 2026-02-05T22:11Z 31.3K followers, 48.4K engagements
"@VRVitaly Profit no. Revenue yes. Growing above a 400% CAGR over the next [--] years. $7-9b ARR is the guide for this year. The "problem" is demand is so high they have to ramp CapEx so earnings might go the route of $IREN (which I don't like as much as this company)"
X Link 2026-02-06T03:01Z 31.3K followers, [----] engagements
"@AdityaInvests90 A tiny bit of $PLTR. $NBIS $AEHR $VG And last week bought $SOFI"
X Link 2026-02-06T22:37Z 31.3K followers, [----] engagements
"$SOFI This was a fantastic interview by the guys with @anthonynoto. I really appreciate the openness with which Noto spoke. And I appreciate the additional transparency that they are offering both from this interview and the IR statement on the equity raise. This clearly marks a turning point in the transparency and communication strategy of the company which in the past has been an Achilles heel. That weakness is being removed and this is a great thing for shareholders especially retail ones. We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital"
X Link 2026-02-07T16:17Z 31.3K followers, 22.2K engagements
"$HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be true. [--] The board was not consulted on this. It's hard to take a look at the people on their board most of whom Come from pharma or FDA backgrounds and think that they were consulted on this. [--] The board was overruled and or divided. Another more likely possibility is the board was consulted and while many had objections and issues these were overruled. And I'm curious why. 3"
X Link 2026-02-08T15:04Z 31.3K followers, 61K engagements
"Overnight price action is 🟢🟢🟢. $NBUS $HOOD and $SOFI are particularly so. This might fade some but the relative strength makes me think Friday's reversal might continue"
X Link 2026-02-09T01:09Z 31.3K followers, 40.8K engagements
"$SOFI New Price Target by @devinpryan of $30. Upgraded to outperform. "Pullback creates opportunity as earnings power accelerates.""
X Link 2026-02-09T02:15Z 31.3K followers, 11.9K engagements
"@samsolid57 Worse. Earnings + guidance can reverse it but they have lost some credibility since Q2 earnings and after"
X Link 2026-02-09T02:23Z 31.3K followers, [----] engagements
"$HIMS is now being sued by $NVO. The copycat pill appears to have been the catalyst. Is this the death of the company Absolutely not. But it calls into question their strategy especially on what went wrong with launching this offering which never made sense. $HIMS I'm seeing a lot of questions over my exit. I don't think that thesis is necessarily broken here. But it's cloudy. And the pill launch is just so confusing. It seems that at least one of these three things must be true. [--] The board was not consulted on this. It's $HIMS I'm seeing a lot of questions over my exit. I don't think that"
X Link 2026-02-09T13:19Z 31.3K followers, 23.3K engagements
"I added more $NBIS to my portfolio at the open this morning. The price is quite a bit higher than when I wrote $70 cash-secured puts (which I would have loved) but at $90 it still was a very attractive price. Going into earnings this week what's unquestioned is the demand and execution. However the narrative around this earnings has been anti-CapEx. I believe Nebius is likely to increase CapEx spend projections due to three factors: [--] Aggressive Power Targets Late last year Nebius raised its contracted power targets from [--] to [---] GW. Nebius sold out of current capacity and an expansion to"
X Link 2026-02-09T15:32Z 31.3K followers, 13K engagements
"Interesting and relevant as $BMNR put $200m into Beast Industries enabling this acquisition by them. Milk Road is right that these guys excel at distribution and with the scepticism of the younger generations towards traditional credit coupled with more comfort towards crypto it will be interesting to see what this looks like (and how $ETH might be involved). Full disclaimer: I wasn't in favor of this investment mostly due to optics and timing but I always thought it'd make money. MrBeast may be about to become crypto's biggest onramp for young users and most people in this space aren't"
X Link 2026-02-09T19:08Z 31.3K followers, 14.9K engagements
"It's nice to see $VG break back into double digits again especially with an average in the $7's"
X Link 2026-02-09T22:11Z 31.3K followers, [----] engagements
"@sachinvats The other theme is the AI supply chain which includes $ON $TER $FORM and one we're both in: $AEHR"
X Link 2026-02-12T10:33Z 31.3K followers, [----] engagements
"They probably want to avoid giving their stock out due to what may be a legal grey area and $HOOD has never been a retail stock though it is more retail today. Prior to its rise I think institutions and insiders owned over 85% of it. And any time Amit and others would bring it up we'd receive massive pushback by retail. https://twitter.com/i/web/status/2021896397272797384 https://twitter.com/i/web/status/2021896397272797384"
X Link 2026-02-12T10:37Z 31.3K followers, [--] engagements
"@mikepat711 @nymbusjp Gotta root for $RIVN here for sure. It's no $TSLA but a good brand that actually innovates (albeit much of the trailblazing was done by Tesla). I don't know if it's an investment I will ever make but I hope they crush it"
X Link 2026-02-12T10:41Z 31.3K followers, [---] engagements
"@LincolnCarter0 @JuanRodrig07 We should be doing a Stock Tank episode fairly soon"
X Link 2026-02-13T21:37Z 31.3K followers, [--] engagements
"@AustinsStocks @dannycheng2022 @sachinvats @arny_trezzi @amitisinvesting @em013L Very nice. Love seeing $PLTR there"
X Link 2026-02-13T21:46Z 31.3K followers, [--] engagements
"Burry continues to beat the $PLTR drum but it's pretty clear he doesn't understand Palantir well. I hope he's right. If $PLTR fell to $60 it might become half of my portfolio (I'd buy a lot). But there's little chance of it happening. Burry is ignoring the organic growth north of 60% revenue with increasing (and already elite) margins incredible execution and a deep moat. Valuation matters yes. But the company matters as well. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T13:19Z 31.3K followers, 27.5K engagements
"Indeed and I was in favor of the share allotment and I voted accordingly. On $ORBS I see the merit of the investment but I don't like the project. But the way I look at it I don't have to always like everything about a company and what they're doing. Just the overwhelming majority. https://twitter.com/i/web/status/2021219914875388143 https://twitter.com/i/web/status/2021219914875388143"
X Link 2026-02-10T13:49Z 31.3K followers, [--] engagements
"$PLTR Yesterday Palantir announced an expansion of their Skywise partnership with Airbus. The deal spans for [--] years at $1b. This was Palantir's initial big commercial winner which gave me confidence that their Foundry product would be able to repeat this success across other industries. Since Skywise's success we've seen continued adoption of Palantir across most major industries including some major platforms that have been built from similar partnerships. For those doubting the strength of Palantir's moat they just haven't been paying attention. Palantir is proud to expand its partnership"
X Link 2026-02-11T17:47Z 31.3K followers, 15K engagements
"@InvestwithMEH @Mr_Derivatives Ok that's a good take on regulation"
X Link 2026-02-14T16:12Z 31.3K followers, [--] engagements
"https://www.youtube.com/live/SrlvtIdbAXAsi=p16aosDD8W-BsnvC https://www.youtube.com/live/SrlvtIdbAXAsi=p16aosDD8W-BsnvC"
X Link 2025-02-12T17:31Z 31.3K followers, 59.4K engagements
"$HOOD Robinhood's predictions market for the Superbowl needs a prediction market on the volume. It's already over 90m. Do we see over 200m"
X Link 2026-02-08T16:30Z 31.3K followers, 20.6K engagements
"$HOOD Robinhood reports earnings after hours today which we will be covering live. It's the first more challenging comp but with predictions markets revenue rolling in growth accelerated tremendously last quarter. There's three important reads here: [--] Diversification from crypto revenue. Crypto as a % of revenue continues to fall as more products hit the $100m annualized revenue number. Robinhood's stock has fallen substantially alongside crypto but it's overdone when looked at the % to revenue impact. Additionally a more revenue-diverse company while still cyclical is more resilient in"
X Link 2026-02-10T14:07Z 31.3K followers, 27.8K engagements
"We are live on $HOOD earnings. https://youtube.com/live/6YWOunSPm5Qfeature=share $HOOD Robinhood reports earnings after hours today which we will be covering live. It's the first more challenging comp but with predictions markets revenue rolling in growth accelerated tremendously last quarter. There's three important reads here: [--] Diversification from https://t.co/e6GNJw1ziW https://youtube.com/live/6YWOunSPm5Qfeature=share $HOOD Robinhood reports earnings after hours today which we will be covering live. It's the first more challenging comp but with predictions markets revenue rolling in"
X Link 2026-02-10T20:56Z 31.3K followers, 10.9K engagements
"$AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer. "Initial" is the key part. From the presser: "This customers current-generation AI processor is already ramping in volume production today and they are forecasting a very large expansion of Sonoma system purchases for that device in the second half of calendar [----] and continuing into [----]. Importantly we expect these future system orders to run in parallel with volume deployments of this next-generation processor significantly expanding our"
X Link 2026-02-11T13:25Z 31.3K followers, 31.7K engagements
"$AEHR We. Have. Liftoff $AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer. "Initial" is the key part. From the presser: "This customers current-generation AI processor is already ramping in volume https://t.co/2wWkB5R2pD $AEHR Test Systems just announced an initial order by a hyperscaler for their Sonoma unit (package part burn in). These will ship out this summer. "Initial" is the key part. From the presser: "This customers current-generation AI processor is already ramping in volume"
X Link 2026-02-11T14:40Z 31.3K followers, 10.3K engagements
"$FIGR Figure is down over 50% from its high (above $70) this year round-tripping its early gains. I sold cash-secured puts on this name a couple of times but they never filled and I didn't chase. It's getting quite interesting here again. Right now it's caught up in the anti-crypto wave but the market has this one wrong. Figure IS involved heavily with crypto but they use the technology (Providence Blockchain) to empower their lending platforms (mostly HELOCs right now) saving cost in both time and money and to offer yield on RWA's via their $YLDS stablecoin. The price of $BTC / $ETH etc"
X Link 2026-02-11T15:33Z 31.3K followers, 10.1K engagements
"$NBIS Looks like a solid quarter for Nebius. They sold out of capacity in Q4 while beginning to deliver to $MSFT. ARR continues to accelerate. The earnings call should be especially illuminating as they'll share updated guidance. But moving from [--] gw of contracted power to [--] is meaningful. Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B https://t.co/N0N8gKpiLT Today we"
X Link 2026-02-12T12:49Z 31.3K followers, 21.3K engagements
"First AI killed off education stocks. Then AI killed off software stocks. Now AI killed off AI stocks. Only $CROX remains"
X Link 2026-02-12T16:43Z 31.3K followers, 43.1K engagements
"@StockStalkk $AEHR and $VG and $NU all performed exceedingly well. Also had some swings that paid off. Lastly some of my main stocks are down more than that but much of that came in the 4th quarter last year. Things would look worse if I did this over the past [--] months vs YTD"
X Link 2026-02-13T21:49Z 31.3K followers, [---] engagements
"Bootleg Weekly starts in [--] minutes In this bonus Friday edition we're discussing: $HIMS $NBIS earnings $HOOD earnings $AEHR news And more. Link below"
X Link 2026-02-13T21:51Z 31.3K followers, [----] engagements
"https://youtube.com/live/WcTSgfDnMZYfeature=share https://youtube.com/live/WcTSgfDnMZYfeature=share"
X Link 2026-02-13T21:51Z 31.3K followers, [----] engagements
"$PLTR I'm actually astonished that someone would display their own ignorance so publicly but that's what this bear thesis on Palantir amounts to. To Burry's credit most short arguments are a bit like this one: including a few arguments that are factually true then some that are subjective but may be true. And sadly too often more than half of the thesis usually are things which are factually inaccurate dated or just plain lies. In this case Burry is technically posting what other people think on Palantir but it's the same as his thesis: very limited in understanding and exposure. Much of his"
X Link 2026-02-14T10:47Z 31.3K followers, 19K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing