# ![@LOGOinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3312030854.png) @LOGOinvestor Eric Clark

Eric Clark posts on X about $amzn, stocks, $spy, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3312030854/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3312030854/c:line/m:interactions.svg)

- [--] Week [------] -82%
- [--] Month [-------] +185%
- [--] Months [-------] +213%
- [--] Year [-------] -50%

### Mentions: [--] [#](/creator/twitter::3312030854/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3312030854/c:line/m:posts_active.svg)

- [--] Week [--] -39%
- [--] Month [---] +68%
- [--] Months [---] +102%
- [--] Year [---] -50%

### Followers: [-----] [#](/creator/twitter::3312030854/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3312030854/c:line/m:followers.svg)

- [--] Week [-----] +0.01%
- [--] Month [-----] +2.40%
- [--] Months [-----] +4.10%
- [--] Year [-----] +6.60%

### CreatorRank: [-------] [#](/creator/twitter::3312030854/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3312030854/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  73.46% [finance](/list/finance)  25.31% [technology brands](/list/technology-brands)  22.84% [cryptocurrencies](/list/cryptocurrencies)  11.11% [financial services](/list/financial-services)  4.94% [automotive brands](/list/automotive-brands)  1.23% [us election](/list/us-election)  1.23% [fashion brands](/list/fashion-brands)  0.62% [currencies](/list/currencies)  0.62% [countries](/list/countries)  0.62%

**Social topic influence**
[$amzn](/topic/$amzn) #1178, [stocks](/topic/stocks) #3349, [$spy](/topic/$spy) 11.73%, [business](/topic/business) 5.56%, [$googl](/topic/$googl) 5.56%, [ai](/topic/ai) 5.56%, [$now](/topic/$now) 4.94%, [money](/topic/money) 4.32%, [$apo](/topic/$apo) 3.7%, [$kkr](/topic/$kkr) 3.7%

**Top accounts mentioned or mentioned by**
[@f1](/creator/undefined) [@kieranwgoodwin](/creator/undefined) [@thevalueist](/creator/undefined) [@evolveeachday](/creator/undefined) [@billrmcdermott](/creator/undefined) [@servicenow](/creator/undefined) [@spotify](/creator/undefined) [@waymo](/creator/undefined) [@billackman](/creator/undefined) [@hedgeye](/creator/undefined) [@warbyparker](/creator/undefined) [@wallstreetbets](/creator/undefined) [@brnnnmcdnld](/creator/undefined) [@mplycap](/creator/undefined) [@crockejo](/creator/undefined) [@munstergene](/creator/undefined) [@seandavid](/creator/undefined) [@ddblakefischer](/creator/undefined) [@wisereformed](/creator/undefined) [@ajassy](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Now Coin (NOW)](/topic/$now) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [GammaSwap (GS)](/topic/$gs) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Starbucks Corporation (SBUX)](/topic/$sbux) [Blackstone, Inc. (BX)](/topic/$bx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Under Armour Inc Class C (UA)](/topic/$ua) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Coca-Cola Co (KO)](/topic/$ko) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Spotify Technology (SPOT)](/topic/$spot) [Shopify Inc (SHOP)](/topic/$shop) [Alibaba Group (BABA)](/topic/$baba) [Exxon Mobil (XOM)](/topic/$xom) [DisChain (DIS)](/topic/$dis) [Mastercard, Inc. (MA)](/topic/$ma) [Lennar Corporation (LEN)](/topic/$len) [Liberty Media, Corp. (FWONK)](/topic/$fwonk) [Intuit Inc. (INTU)](/topic/$intu) [UnitedHealth Group (UNH)](/topic/$unh) [Microsoft Corp. (MSFT)](/topic/$msft) [ServiceNow Inc (NOW)](/topic/servicenow) [AppLovin Corporation (APP)](/topic/$app) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MercadoLibre Inc (MELI)](/topic/$meli) [Snowflake Inc. (SNOW)](/topic/$snow) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Cheeseball (CB)](/topic/$cb) [General Electric Company (GE)](/topic/$ge) [FedEx Corporation (FDX)](/topic/$fdx) [Pfizer, Inc. (PFE)](/topic/$pfe) [PVH Corp (PVH)](/topic/$pvh) [Unilever plc (UL)](/topic/$ul) [Johnson & Johnson (JNJ)](/topic/$jnj) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/aapl) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Ferrari N.V. (RACE)](/topic/$race) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Brookfield Corporation (BN)](/topic/$bn) [D R Horton Inc (DHI)](/topic/$dhi) [Warby Parker, Inc. (WRBY)](/topic/$wrby) [Humana Inc (HUM)](/topic/$hum) [AIA Chain (AIA)](/topic/$aia)
### Top Social Posts
Top posts by engagements in the last [--] hours

"They dont want any high valuation stocks in general but this one is a big opportunity in a very stable business $TDG heres the data from the quarter"  
[X Link](https://x.com/LOGOinvestor/status/2018762714559160554)  2026-02-03T19:05Z [----] followers, [----] engagements


"$APO Ah fully recharged showing positive divergences on MACD and RSI and business thats robust. Yes its going to break the downtrend right here folks. $KKR $BX look similar"  
[X Link](https://x.com/LOGOinvestor/status/1996305643142340803)  2025-12-03T19:48Z [----] followers, [----] engagements


"$BX $APO $KKR $BN $DHI $LEN People can get sucked into the soundbytes created by politicians or they can educate themselves so they know when they are being conned. Your choice. I prefer facts and truth. Here it is on the "housing crisis" https://youtu.be/1UDru_pHyKo https://youtu.be/1UDru_pHyKo"  
[X Link](https://x.com/LOGOinvestor/status/2009033206499303771)  2026-01-07T22:43Z [----] followers, [---] engagements


"$FWONk and yes I absolutely added to @F1 on sale today as well Heres why https://youtube.com/shorts/PmaznulK5Ek https://youtube.com/shorts/PmaznulK5Ek"  
[X Link](https://x.com/LOGOinvestor/status/2009725741450309697)  2026-01-09T20:35Z [----] followers, [---] engagements


"$WRBY $WMT $IGV $INTU $NOW Erika market note is out and theres a wicked short squeeze potentially brewing in @WarbyParker @wallstreetbets Heres what we see https://youtube.com/shorts/BgPVg1AYuMgfeature=share https://youtube.com/shorts/BgPVg1AYuMgfeature=share"  
[X Link](https://x.com/LOGOinvestor/status/2011219251336790281)  2026-01-13T23:30Z [----] followers, [---] engagements


"The drama queen headline today is right here. If you have great underwriting you yawn. And $apo $kkr $BX absolutely do. The freak out is advisors holding private credit that see headlines that make them run to exits to avoid client concerns so Im sure the herd will run all at once like they did with Priv RE causing hating causing headlines causing exits causing anger toward gating. It never changes https://twitter.com/i/web/status/2014846314065100996 https://twitter.com/i/web/status/2014846314065100996"  
[X Link](https://x.com/LOGOinvestor/status/2014846314065100996)  2026-01-23T23:42Z [----] followers, [---] engagements


"@kieranwgoodwin I assure you this massive mark down concept will not occur in PC funds managed by $BX $APO $KKR"  
[X Link](https://x.com/LOGOinvestor/status/2015084379224359384)  2026-01-24T15:28Z [----] followers, [---] engagements


"$UNH $HUM this is how easy it is [--] [--] year olds just talking stocks"  
[X Link](https://x.com/LOGOinvestor/status/2016163094184239156)  2026-01-27T14:55Z [----] followers, [---] engagements


"$BX $KKR $APO The dumpster fire stocks will start reporting soon BX kicks it off Thurs am headline news driving the stocks for now but the businesses are much more stable than the stocks might indicate. One day the market will care and the upside will be robust https://youtube.com/shorts/zUZF0A1E-pcfeature=share https://twitter.com/i/web/status/2016394657991737746 https://youtube.com/shorts/zUZF0A1E-pcfeature=share https://twitter.com/i/web/status/2016394657991737746"  
[X Link](https://x.com/LOGOinvestor/status/2016394657991737746)  2026-01-28T06:15Z [----] followers, [----] engagements


"$XLK $EEM $AIA $QQQ $META $MSFT $AMZN $TSLA $NVDA $GOOGL Why is mega cap tech struggling Why is value beating growth EM beating everything Erika has the answer https://youtube.com/shorts/9Y1AtzQohXofeature=share https://youtube.com/shorts/9Y1AtzQohXofeature=share"  
[X Link](https://x.com/LOGOinvestor/status/2016764061552427352)  2026-01-29T06:43Z [----] followers, [----] engagements


"$NOW GS adds to conviction one list 85% upside lol they will all start to realize this particular software brand is very different than the rest"  
[X Link](https://x.com/LOGOinvestor/status/2018355702616776840)  2026-02-02T16:07Z [----] followers, 39.4K engagements


"Love sell side analysts. $INTU Oppenheimer lowers target to [---] from [---] and keeps buy rating. The new target is still 61% higher than todays price. You think Claude can model a stock better than most analysts I do"  
[X Link](https://x.com/LOGOinvestor/status/2018736032678867331)  2026-02-03T17:19Z [----] followers, [---] engagements


"@TheValueist i dont think you understand how corporations and their compliance and risk management works"  
[X Link](https://x.com/LOGOinvestor/status/2018763106449797459)  2026-02-03T19:06Z [----] followers, 14.1K engagements


"no ai will do all of this cos will be run by computers every company can fire 80% of their work force margins will go to 100% and the unemployment rate will be 70% :) its all so dumb the markets ALWAYS push too far in both directions because people follow momentum and largely they are sheep https://twitter.com/i/web/status/2018781054098935848 https://twitter.com/i/web/status/2018781054098935848"  
[X Link](https://x.com/LOGOinvestor/status/2018781054098935848)  2026-02-03T20:18Z [----] followers, [---] engagements


"@brnnnmcdnld @TheValueist And then they will fail be acquired or not add any economic value and regret they left the stable to chase the shiny rock that turned out to be 💩 Ive seen this movie it is etched into my brain forever"  
[X Link](https://x.com/LOGOinvestor/status/2018884311567757698)  2026-02-04T03:08Z [----] followers, [---] engagements


"@mply_cap TDG quarter was $$"  
[X Link](https://x.com/LOGOinvestor/status/2018885975485849744)  2026-02-04T03:15Z [----] followers, [---] engagements


"@crockejo @kieranwgoodwin And they are performing just fine. Its the narrative thats the problem"  
[X Link](https://x.com/LOGOinvestor/status/2019144384709878225)  2026-02-04T20:21Z [----] followers, [--] engagements


"@munster_gene Why wont anyone address this important question: when will this spend end will it ever end When will it start to tail off to something thats acceptable No one wants to ask and answer the important questions"  
[X Link](https://x.com/LOGOinvestor/status/2019171538206097825)  2026-02-04T22:09Z [----] followers, [----] engagements


"No tech and AI analyst or PM tech exec will address the only question that matters: when does the cap ex peak and roll over hard Does it ever If youre successful and demand is high does the capex req just stay forever more If yes generally your multiple needs to go down happening now. And funny: IF demand is high then they want big ROI. The only way to do that is a major workflow overhaul the only one to help broadly is $NOW and yet https://twitter.com/i/web/status/2019242156108706196 https://twitter.com/i/web/status/2019242156108706196"  
[X Link](https://x.com/LOGOinvestor/status/2019242156108706196)  2026-02-05T02:50Z [----] followers, [---] engagements


"@_SeanDavid But did he answer Nobody wants to say I honestly dont know when we get off this capex hamster wheel and IF we get off its cause demand is falling fast and then our stocks tank 😂"  
[X Link](https://x.com/LOGOinvestor/status/2019242568983408877)  2026-02-05T02:51Z [----] followers, [---] engagements


"@DDBlakeFischer @wise_reformed Theres no doubt that these doubts force all multiples down from perfect situations and over the next few years we get to see which brands deserved the compression and which ones really shined and those will be some of the next forward gains of any sector or industry"  
[X Link](https://x.com/LOGOinvestor/status/2019246595553009729)  2026-02-05T03:07Z [----] followers, [--] engagements


"Truth brotha. I feel like the market is already showing its cards in a q4 [----] q1 [----] format. Trailing 3/5 year returns were well above avg bordering on excessive ✅market only wanted a handful of names ✅ the believe system that this was different was in full force ✅ then some seeds of doubt began to appear and selling was fierce ✅ then capital ran to lagging places with more value and quality ✅ there were fierce oversold rallies as believe system was tested. Small and value won big for [--] years cant remember about international ✅ clearly in progress and lastly markets fell toward the long"  
[X Link](https://x.com/LOGOinvestor/status/2019248238684213738)  2026-02-05T03:14Z [----] followers, [---] engagements


"@EvolveEachDay_ @BillRMcDermott @ServiceNow Thats the pitch but the markets not buying it for now"  
[X Link](https://x.com/LOGOinvestor/status/2019252632024731872)  2026-02-05T03:31Z [----] followers, [--] engagements


"@EvolveEachDay_ @BillRMcDermott @ServiceNow Ha Im a believer and just buy more and I dont even look at it this is a long term hold for me"  
[X Link](https://x.com/LOGOinvestor/status/2019253826851860645)  2026-02-05T03:36Z [----] followers, [--] engagements


"Then why did $GS make $NOW a top pick And when cos get hooked on agents they use more and the consumption model ends up costing more than the seat model no Thats what tends to happen when we get addicted to something wont they be begging for the seat model again 😆 will it be there anymore https://twitter.com/i/web/status/2019296888433045838 https://twitter.com/i/web/status/2019296888433045838"  
[X Link](https://x.com/LOGOinvestor/status/2019296888433045838)  2026-02-05T06:27Z [----] followers, [---] engagements


"Clearly Im insane and love buying hot dumpster fires in quality brands but I have to say if youre not buying $SPOT @Spotify here I dont know what to say. But I know cheap can get cheaper 😆 in this market"  
[X Link](https://x.com/LOGOinvestor/status/2019515140727796057)  2026-02-05T20:55Z [----] followers, [---] engagements


"Agentic commerce update infographic $AMZN $WMT $GOOGL $SHOP"  
[X Link](https://x.com/LOGOinvestor/status/2019591661391868271)  2026-02-06T01:59Z [----] followers, [---] engagements


"$AMZN i wonder when the market is going to start taking down the multiples for the agentic shopping possibility of disruption and on the ad market specifically. $APP $META $GOOGL $SHOP"  
[X Link](https://x.com/LOGOinvestor/status/2019592319729823781)  2026-02-06T02:01Z [----] followers, [---] engagements


"$AMZN whats really going on with the capex. Basically if these brands dont spend the others will get more business so these guys are all on the train for a massive capex bonanza. Market already telling us theres better places for our money for now but they will be back to these stocks https://youtu.be/qsJoIhnWZjM https://youtu.be/qsJoIhnWZjM"  
[X Link](https://x.com/LOGOinvestor/status/2019596623404494999)  2026-02-06T02:18Z [----] followers, [----] engagements


"Ask him how many software engineers Anthropic employs LOTS. So he fires 2/3 of his staff right 😂 🚨 Software engineering will be completely obsolete in 6-12 months: Anthropic CEO. https://t.co/X6x8jy6owE 🚨 Software engineering will be completely obsolete in 6-12 months: Anthropic CEO. https://t.co/X6x8jy6owE"  
[X Link](https://x.com/LOGOinvestor/status/2020013031976259790)  2026-02-07T05:53Z [----] followers, [----] engagements


"So if the power gen is the biggest reason growth from AI is limited and that entire process is filled with red tape and a political deadlock then growth stays contained. If that happens then lots of industries and sectors aka software disruption gets pushed out for years. If that happens isnt this group a radically attractive group knowing growth is still stable and profitable for the next [--] years minimum Mkt has priced them as of disruption is a sure thing and its coming quickly. Neither is true https://twitter.com/i/web/status/2020217726032310528"  
[X Link](https://x.com/LOGOinvestor/status/2020217726032310528)  2026-02-07T19:26Z [----] followers, [---] engagements


"@ajassy Great. What would be better is separating core retail amazon and the units tied to it and the AWS and ai. Its odd you guys dont understand you have multiple times the number of buyers of both public stocks vs now and more buyers than sellers is what makes stocks go up"  
[X Link](https://x.com/LOGOinvestor/status/2020568970206629902)  2026-02-08T18:42Z [----] followers, [---] engagements


"$NOW now they realize this move was idiotic.Yes we have been saying that for a while the market didnt care but the facts were always there https://youtube.com/shorts/H0tc-qP8MD0 https://youtube.com/shorts/H0tc-qP8MD0"  
[X Link](https://x.com/LOGOinvestor/status/2020922975764287822)  2026-02-09T18:09Z [----] followers, [----] engagements


"$NOW https://youtu.be/7NSp5i3gHQ0 https://youtu.be/7NSp5i3gHQ0"  
[X Link](https://x.com/LOGOinvestor/status/2020922977093865898)  2026-02-09T18:09Z [----] followers, [---] engagements


"@OptionWell first of all bill would not answer an email from an investor so take all this with some salt"  
[X Link](https://x.com/LOGOinvestor/status/2020944566619369585)  2026-02-09T19:35Z [----] followers, [---] engagements


"@al_xdpg Would be nice to see some volume tho today is low low but thats how these things start we get some follow through and the volume comes Thanks for your great posts"  
[X Link](https://x.com/LOGOinvestor/status/2020957907526054146)  2026-02-09T20:28Z [----] followers, [---] engagements


"$KKr earning also solid. People still dont understand how much more stable these businesses are vs 1980s stocks are wildly disconnected from business strength https://youtube.com/shorts/MnXsM8hHAnMfeature=share https://youtube.com/shorts/MnXsM8hHAnMfeature=share"  
[X Link](https://x.com/LOGOinvestor/status/2020981114811371568)  2026-02-09T22:00Z [----] followers, [---] engagements


"$FWONK @F1 stock is on sale and its time for me to add. Heres why the AI deployment opportunity here spans across verticals and is underappreciated. A $120+ stock with so many growth opportunities https://youtube.com/shorts/M0NWihgKDWQfeature=share https://youtube.com/shorts/M0NWihgKDWQfeature=share"  
[X Link](https://x.com/LOGOinvestor/status/2009504459739783488)  2026-01-09T05:56Z [----] followers, [---] engagements


"Correct me if im wrong but wasnt Simple Jack the guy that says he ends wars happening and doesnt start new wars Jack really seems to like spending like a drunkin sailor but lets just buy the $SHLD $ITA ETFs"  
[X Link](https://x.com/LOGOinvestor/status/2011592449144287624)  2026-01-15T00:13Z [----] followers, [---] engagements


"$WMT been saying its joining to $1T club. $972b be there by Friday"  
[X Link](https://x.com/LOGOinvestor/status/2018356231984046453)  2026-02-02T16:09Z [----] followers, [---] engagements


"So let me get this straight. All the hyper scalers have insatiable demand they cant meet making them spend like drunken sailors to build capacity and someone how a name like $NOW whos bringing these brands business is not growing and will be disrupted You see how absurd these shorts are at this point Literally idiotic logic and I cant buy enough https://twitter.com/i/web/status/2019171184487870560 https://twitter.com/i/web/status/2019171184487870560"  
[X Link](https://x.com/LOGOinvestor/status/2019171184487870560)  2026-02-04T22:08Z [----] followers, 13K engagements


"$UBER earnings yet another example of a solid business with a wildly oversimplified bear narrative but this thing is outright cheap. Look at @Waymo new fiction valuation on latest cap raise now compare that to the actual Uber business which is hella more profitable https://youtube.com/shorts/4UJXWlPyJC0feature=share https://youtube.com/shorts/4UJXWlPyJC0feature=share"  
[X Link](https://x.com/LOGOinvestor/status/2019177533414187111)  2026-02-04T22:33Z [----] followers, [----] engagements


"@BillAckman Pls Florida is yuck bill CA is fine having all these folks leave. No better lifestyle for those that care about lifestyle than southern California"  
[X Link](https://x.com/LOGOinvestor/status/2021075082978918738)  2026-02-10T04:13Z [----] followers, [----] engagements


"$SPOT can we just admit the market is wrong a lot and when you do the work and fade the market response you can get paid well buying more of what the market seems to hate in the moment Solid. LOGO QuickTake coming in a bit"  
[X Link](https://x.com/LOGOinvestor/status/2021231951881875901)  2026-02-10T14:37Z [----] followers, [---] engagements


"$SPOT Im not sure why people were selling @Spotify but stalk this alpha brand on dips that come. Metrics across the board show real inflections just beginning. Heres what we see https://youtube.com/shorts/jGtV54Vr9o8feature=share https://youtube.com/shorts/jGtV54Vr9o8feature=share"  
[X Link](https://x.com/LOGOinvestor/status/2021237581933940963)  2026-02-10T14:59Z [----] followers, [---] engagements


"$SCHW $LPLA $IBKR $HOOD Yes ai will literally disrupt everything lol $200 trillion in global wealth somehow destroys broker dealers and custodians ah NO"  
[X Link](https://x.com/LOGOinvestor/status/2021334919495156155)  2026-02-10T21:26Z [----] followers, [---] engagements


"@fintat1 I guess nothing is safe ever again. The end"  
[X Link](https://x.com/LOGOinvestor/status/2021456033923858660)  2026-02-11T05:27Z [----] followers, [--] engagements


"$CBRE yes ai is going to disrupt this business and industry 😆"  
[X Link](https://x.com/LOGOinvestor/status/2021675551485047184)  2026-02-11T19:59Z [----] followers, [----] engagements


"@DivesTech $IVES I dont see $NOW $CRM software in Ives. Didnt u say u added them"  
[X Link](https://x.com/LOGOinvestor/status/2021691612502663622)  2026-02-11T21:03Z [----] followers, [----] engagements


"@HayekAndKeynes Can you have the presentation created with your firms colors and template or you have to drop it in to that or just not use the corporate template"  
[X Link](https://x.com/LOGOinvestor/status/2022100955266003299)  2026-02-13T00:10Z [----] followers, [----] engagements


"@syouth1 @EricBalchunas And all that money plowing into the etf gets nada"  
[X Link](https://x.com/LOGOinvestor/status/2022510071507534108)  2026-02-14T03:15Z [----] followers, [--] engagements


"The case for defense and aerospace exposure in the themes portfolio was too hard to ignore $SHLD $ITA $LMT $RTX $AVAV"  
[X Link](https://x.com/LOGOinvestor/status/2010025770429886489)  2026-01-10T16:27Z [----] followers, [---] engagements


"$PLTR on sale i mean from 100x sales to 50x but :) My heavens the business is on fire tho when the hiogh valuation beta trade comes back this ones gonna rip https://youtube.com/shorts/t5DbkeoD3Jg https://youtube.com/shorts/t5DbkeoD3Jg"  
[X Link](https://x.com/LOGOinvestor/status/2022518443426353223)  2026-02-14T03:49Z [----] followers, [---] engagements


"@Waymo new valuation and capital raise just gave you a major datapoint for $UBER so Waymo without much profit is worth $126b and Uber with 50b of revenue is $168b 😂 thats some funny stuff"  
[X Link](https://x.com/LOGOinvestor/status/2018453427882529235)  2026-02-02T22:36Z [----] followers, [---] engagements


"Major disconnect wont last forever here $APO remains the favorite and solid discount to fair value. Executing very well https://youtube.com/shorts/otfeDU2YAb0feature=share https://youtube.com/shorts/otfeDU2YAb0feature=share"  
[X Link](https://x.com/LOGOinvestor/status/2020921870464483468)  2026-02-09T18:04Z [----] followers, [---] engagements


"$IOT Brad cited this today as a growth stock in software thats proving AI durability because key applications need to sit on top of brands like Samsara and Databricks and $SNOW. Heres an AI infographic with stats on IOT Just love Brad Gerstner and his views Heres Altimeters portfolio from the latest 13F $NVDA $META $MSFT $SNOW $AMZN $UBER $HOOD $CPNG $TSM $AVGO $BABA $PDD $ARM $MELI https://t.co/BEhuNEK4so Just love Brad Gerstner and his views Heres Altimeters portfolio from the latest 13F $NVDA $META $MSFT $SNOW $AMZN $UBER $HOOD $CPNG $TSM $AVGO $BABA $PDD $ARM $MELI https://t.co/BEhuNEK4so"  
[X Link](https://x.com/LOGOinvestor/status/2008767175113527783)  2026-01-07T05:06Z [----] followers, [----] engagements


"This is epic. Im starting a new company. Im going to vibe code my CRM. Then is clause to do my taxes. Then use ai to create the tech solution. Then use ai for I make it secure. Then use ai to find customers. Then use ai to cross sell products & create marketing. Then use ai to serve those customers. Then use ai to get referrals from customers. Then use ai to list my products on other websites. Then use ai to allow customers to find my services on chat gpt. Ill be a [--] man person running a [---] person business. Epic https://twitter.com/i/web/status/2019246219789529109"  
[X Link](https://x.com/LOGOinvestor/status/2019246219789529109)  2026-02-05T03:06Z [----] followers, [----] engagements


"$MELI why is this one selling off on $AMzN You do know that the business of Amazon thats most closely tied to MELI is firing on all cylinders and they do NOT have the AWS or that cap ex so this one looks tasty -4.7% but the market while rallying a bit still has smelly breath 😂 https://twitter.com/i/web/status/2019794086962852269 https://twitter.com/i/web/status/2019794086962852269"  
[X Link](https://x.com/LOGOinvestor/status/2019794086962852269)  2026-02-06T15:23Z [----] followers, [----] engagements


"@Investor_NICK_ @ShakerBall_Cap Its so slow and frequently got confused by cross walkers but agree its such fun novelty but Ill choose to support humans in need of extra cash $UBER so we dont have 15% unemployment 😂"  
[X Link](https://x.com/LOGOinvestor/status/2022511479849984275)  2026-02-14T03:21Z [----] followers, [--] engagements


"Yes I know Im a broken record on some differentiated software and tech stocks but today I had to start nibbling at some new names after an avg -42% drawdown its time. This is tranche #1 but have owned $NOW for longer. $PLTR $APP $SNOW $SHOP https://youtube.com/shorts/suyENT31zSgfeature=share https://youtube.com/shorts/suyENT31zSgfeature=share"  
[X Link](https://x.com/LOGOinvestor/status/2022478415321022616)  2026-02-14T01:10Z [----] followers, [----] engagements


"@MoS_Investing these clowns crack me up "we are creating some revolutionary buy our stock oh and btw what we create will destroy the economy and our stock will go down because the economy goes down" lol"  
[X Link](https://x.com/LOGOinvestor/status/2022480766945701918)  2026-02-14T01:19Z [----] followers, [---] engagements


"@BillAckman @leevalueroach Ive been in this biz [--] years now and when u see a high quality firm buying high quality assets have a [--] year period of under $SPY performance you double down on the style factors they are anchored to because the next [--] will be much more robust"  
[X Link](https://x.com/LOGOinvestor/status/2022700440257990897)  2026-02-14T15:52Z [----] followers, [---] engagements


"That massive delta between $HFRX and $AGG screams reversion.I mean most Hedge Funds are a scam buy Great Brands https://x.com/mktoutperform/status/682280146783453184 Total Returns Last [--] Years HFRX Global Hedge Fund Index: +0.5% Barclays Aggregate Bond Index: +55.2% https://t.co/TY4pjDKzUH https://x.com/mktoutperform/status/682280146783453184 Total Returns Last [--] Years HFRX Global Hedge Fund Index: +0.5% Barclays Aggregate Bond Index: +55.2% https://t.co/TY4pjDKzUH"  
[X Link](https://x.com/LOGOinvestor/status/682336103060262912)  2015-12-30T23:02Z [----] followers, [--] engagements


"Rough Year for $SPY: [---] Top Brands we useonly [--] stocks made the cut each monthall YR: $IBKR $JBLU $ULTA All +45%+"  
[X Link](https://x.com/Dynamicbrands/status/683679480087359488)  2016-01-03T16:01Z [----] followers, [--] engagements


"Top [--] Brands with 1% Dividend + Momentum: $HRL $MSFT $TAP $$RCL $ADDYY $MCD $CB $BGS $DPS $NKE"  
[X Link](https://x.com/Dynamicbrands/status/683864895230586880)  2016-01-04T04:17Z [----] followers, [--] engagements


"Top [--] Ranked Industrial Brands: $GE by a country mile $DAL $LUV"  
[X Link](https://x.com/Dynamicbrands/status/683870371225849856)  2016-01-04T04:39Z [----] followers, [--] engagements


"Top [--] Ranked Energy Brands: $VLO by [--] country miles $PSX $XOM"  
[X Link](https://x.com/Dynamicbrands/status/683870748310552576)  2016-01-04T04:41Z [----] followers, [--] engagements


"AlphaBrands:our goal is simple: Make money investing in the Top BRANDS. WOW Does $HRL Hormel qualify-cursing $SPY"  
[X Link](https://x.com/Dynamicbrands/status/684434428374810624)  2016-01-05T18:00Z [----] followers, [--] engagements


"If you can't buy a great BRAND when its MORE OVERSOLD THAN it was in 2009I can't help you. Buy FEAR $UA SELL GIDDY"  
[X Link](https://x.com/Dynamicbrands/status/686573323887624193)  2016-01-11T15:40Z [----] followers, [--] engagements


"$UA soon much opportunity buying this TOP BRAND even for a trade back to $77 Great brands on sale rarely abad thing"  
[X Link](https://x.com/Dynamicbrands/status/687001864705986560)  2016-01-12T20:03Z [----] followers, [--] engagements


"Bear market bounces are the most fun and powerful $UA $NKE $QQQ $TAP $STZ"  
[X Link](https://x.com/Dynamicbrands/status/687019154935648256)  2016-01-12T21:11Z [----] followers, [--] engagements


"Top Brand @UnderArmour reports tomorrow after close great co on sale and chart looks ready for run higher $UA"  
[X Link](https://x.com/Dynamicbrands/status/692388592509800448)  2016-01-27T16:47Z [----] followers, [--] engagements


"No better spokesman for @cheerios @GeneralMills $GIS This princess single handedly keeping Cheerios in Biz +yogurt"  
[X Link](https://x.com/Dynamicbrands/status/703665514384478208)  2016-02-27T19:38Z [----] followers, [--] engagements


"What is a BRAND Ignore it at your peril $AAPL $AMZN $SBUX $DIS completely understand the power of "the brand""  
[X Link](https://x.com/Dynamicbrands/status/705078156063932416)  2016-03-02T17:11Z [----] followers, [--] engagements


"5 Stocks With Global Brands That Will Benefit When the $USD Dollar Weakens $MSFT $MO $FB $XOM $CB http://dynamicalphabrands.com/marketinsights/2016/3/21/is-the http://dynamicalphabrands.com/marketinsights/2016/3/21/is-the"  
[X Link](https://x.com/Dynamicbrands/status/711967940497829893)  2016-03-21T17:29Z [----] followers, [--] engagements


"WANT DIVIDEND GROWTH Look no further than these [--] Global Brands $NDAQ $HD $SBUX via @TheStreet http://www.thestreet.com/story/13517592/1/want-dividend-growth-look-no-further-than-these-3-global-brands.html http://www.thestreet.com/story/13517592/1/want-dividend-growth-look-no-further-than-these-3-global-brands.html"  
[X Link](https://x.com/Dynamicbrands/status/717785475398807554)  2016-04-06T18:46Z [----] followers, [--] engagements


"Don't look now but are the Transports breaking a year long downtrend From Jeff Saut $RJF $IYT $UPS $FDX topBrands"  
[X Link](https://x.com/Dynamicbrands/status/755032985162788864)  2016-07-18T13:34Z [----] followers, [--] engagements


"If Consumption/Consumer are what drive Economy & its been consistent for [--] YRS logic-Consumer Stocks should outperform LT $SPY right YES"  
[X Link](https://x.com/Dynamicbrands/status/788078009618014208)  2016-10-17T18:03Z [----] followers, [--] engagements


"If Consumer drives economy&economy/consumer rollover Cons Stocks should drastically underperform right2000-2002 BEAR $XLY=Betr $XLP Positv"  
[X Link](https://x.com/Dynamicbrands/status/788079088699215872)  2016-10-17T18:07Z [----] followers, [--] engagements


"07-09 Bear Market: ALL lost $$ Staples perf best-Discret stocks in-line with $SPY -history says $XLY stocks=mkt-like in toughX $XLP stable"  
[X Link](https://x.com/Dynamicbrands/status/788079908324900864)  2016-10-17T18:11Z [----] followers, [--] engagements


"2011 correction from Debt Ceiling & EU Crisis: $XLP Staples held up $XLY Disc stocks again performed in-line with MARKET. $SPY"  
[X Link](https://x.com/Dynamicbrands/status/788080546882555904)  2016-10-17T18:13Z [----] followers, [--] engagements


"Via SmeadVFund: $$ & consumers shift towards bargains-away from $STZ vs Cheap Apparel At Holidays: $LULU $AEO $URBN $RL $LB $KORS $TGT"  
[X Link](https://x.com/Dynamicbrands/status/788442768913772544)  2016-10-18T18:12Z [----] followers, [--] engagements


"TRUMP RHETORIC ON MEXICO AND TARIFFS PRESENTING A WONDERFUL LONG OPP IN MEXICO ETF $EWW PESO CRASH LOOKS TERMINAL-LOOK AT THE VOLUME"  
[X Link](https://x.com/Dynamicbrands/status/799472172024479744)  2016-11-18T04:39Z [----] followers, [--] engagements


"With 10YR almost at 2.5% time to start adding back sustainable high yield.This FCF Yield/High yld screen rebal Qtrly +21% $IBM $PFE $TGT"  
[X Link](https://x.com/Dynamicbrands/status/801460741190492161)  2016-11-23T16:21Z [----] followers, [--] engagements


"Top Specialty Retailer owns Tommy HilfigerCalvin KleinIzod licenses w/Sean John broke Dtrend NOT CONVINCED $PVH http://schrts.co/frgybM http://schrts.co/frgybM"  
[X Link](https://x.com/Dynamicbrands/status/802010120691425280)  2016-11-25T04:44Z [----] followers, [--] engagements


"$LULU See through tight never go out of style and stock looks great finally"  
[X Link](https://x.com/Dynamicbrands/status/802173502816075776)  2016-11-25T15:34Z [----] followers, [--] engagements


"Consumer funds peers YTD vs Brands Index +10% Top Retail $FSRPX +6.4% Invesco Am Franchise $VAFIX +2.9% MS Global Franchise $MSFAX +3.3%"  
[X Link](https://x.com/Dynamicbrands/status/802666544245280768)  2016-11-27T00:13Z [----] followers, [--] engagements


"$ITB $XHB $HD $LOW $DHI $LEN Hard to see house prices get too soft given demographic advantages if rates flatten around here"  
[X Link](https://x.com/Dynamicbrands/status/803009958212046848)  2016-11-27T22:57Z [----] followers, [--] engagements


"Nice buy on $UA here. One of my [----] Tax loss rags to riches picks.Watching $CMG and $AMGN & $AGN as well https://x.com/SunriseTrader/status/805783187947331584 put on a long trade $UA https://x.com/SunriseTrader/status/805783187947331584 put on a long trade $UA"  
[X Link](https://x.com/Dynamicbrands/status/805805360854417408)  2016-12-05T16:05Z [----] followers, [--] engagements


"New TV called Modern TV.It aint your grand-moms TV either. $NFLX $AAPL $AMZN Hulu have huge installed bases"  
[X Link](https://x.com/Dynamicbrands/status/806659578100215808)  2016-12-08T00:40Z [----] followers, [--] engagements


"When rates pullback and the will theres gonna be a short squeeze in tissue paper beerbaby wipes $UL $KMB $KO $PEP $BUD $PG $STZ $XLP"  
[X Link](https://x.com/Dynamicbrands/status/806663542023680001)  2016-12-08T00:55Z [----] followers, [--] engagements


"Foreign cash is everywhere but held by a handful of names WOW thats a lot of loot $MSFT $GE $AAPL $PFE $MRK $GOOGL $JNJ $CSCO $XOM"  
[X Link](https://x.com/Dynamicbrands/status/806665918856118272)  2016-12-08T01:05Z [----] followers, [--] engagements


"Simply tilting your core portfolio towards the top consumer brands has added significant value over the $SPY $XLY $XLP"  
[X Link](https://x.com/Dynamicbrands/status/806880847752151040)  2016-12-08T15:19Z [----] followers, [--] engagements


"Very quietlywhen everyone is focused on US Intl stocks playing some catch-up and/or breaking downtrends thats the story [----] $EFA $SPY"  
[X Link](https://x.com/Dynamicbrands/status/807329706273968128)  2016-12-09T21:02Z [----] followers, [--] engagements


"Bespoke conducts consumer surveys [----] people. Heres their view of stock market currently.NOT BUBBLISCIOUS.Wonder what '00 '07 would be"  
[X Link](https://x.com/Dynamicbrands/status/807375358370594817)  2016-12-10T00:04Z [----] followers, [--] engagements


"A few of my favcharts headed into [----]. Its all about the consumerlower taxes=higher consumption & sales for $XLY w/lower corp taxes $ZG"  
[X Link](https://x.com/Dynamicbrands/status/809825308140412928)  2016-12-16T18:19Z [----] followers, [--] engagements


"I know most $TWTR users are TRADERS not investors but this chart really confitms how bearish the $SPY looks now.Right this is bull market"  
[X Link](https://x.com/Dynamicbrands/status/813782084854517760)  2016-12-27T16:22Z [----] followers, [--] engagements


"On cap wtd basisthe LGST [--] Biotechs $IBB now $AMGN $GILD $BIIB $CELG have only been cheaper on forward P/E vs $SPY 1x.FWD Bio RTNS 4X SPY"  
[X Link](https://x.com/Dynamicbrands/status/814912042444279808)  2016-12-30T19:12Z [----] followers, [--] engagements


"Consumer Confidence showing sever stress.Ah no. Consumers drive the economy and they feel pretty good $XLY $XLP"  
[X Link](https://x.com/Dynamicbrands/status/816496836638670849)  2017-01-04T04:09Z [----] followers, [--] engagements


"Like $ZG and $SQ and $LYV https://x.com/chessnwine/status/816731691561734158 $SQ Daily. Will it be Hip to be Square or Hip to be Bear in [----] Time will tell but this chart acting well. https://t.co/TC4r5r1JUa https://x.com/chessnwine/status/816731691561734158 $SQ Daily. Will it be Hip to be Square or Hip to be Bear in [----] Time will tell but this chart acting well. https://t.co/TC4r5r1JUa"  
[X Link](https://x.com/Dynamicbrands/status/816736865889853440)  2017-01-04T20:03Z [----] followers, [--] engagements


"@HedgeyeRetail WELL DONE ON UR $KSS KOHLS CALL -15% AFTER HOURS. U GUYS NAILED SO MANY OF THESE @HEDGEYE"  
[X Link](https://x.com/Dynamicbrands/status/816780079338373120)  2017-01-04T22:55Z [----] followers, [--] engagements


"Biggest possible opportunity in 2017: Tax reform less red-tape repatriation holiday M&A Cap-ex $CAPX $FDN $XLK $XLY"  
[X Link](https://x.com/Dynamicbrands/status/818882535513931776)  2017-01-10T18:09Z [----] followers, [--] engagements


"You want to know what a high quality Growth Brands Portfolio looks like Here's the specs More growth huge CF growth & sales growth vs $SPY"  
[X Link](https://x.com/Dynamicbrands/status/818884622398328832)  2017-01-10T18:18Z [----] followers, [--] engagements


"Lets not be too complex: The Consumer drives economy and consumer stocks have sig outperformed $SPY since [----] u OW them when ugly-NOW $XLY"  
[X Link](https://x.com/Dynamicbrands/status/818888787266662401)  2017-01-10T18:34Z [----] followers, [--] engagements


"$DHI looks pretty constructive to me in that group https://x.com/sunrisetrader/status/819186729013809155 $KBH reports after the close today https://x.com/sunrisetrader/status/819186729013809155 $KBH reports after the close today"  
[X Link](https://x.com/Dynamicbrands/status/819187045935366144)  2017-01-11T14:19Z [----] followers, [--] engagements


"Nice to see Top Stock picker Mario Gabelli digging [--] of our Top [---] Brand constituents $VIAB $LYV Both of which are in Dynamic Brands SMA"  
[X Link](https://x.com/Dynamicbrands/status/822869624874110976)  2017-01-21T18:13Z [----] followers, [--] engagements


"Inflation expectations & Rates are rising because GROWTH expectations are rising. Bond mkt 2x larger than stocks1st inning of slowBONDbleed"  
[X Link](https://x.com/Dynamicbrands/status/823246179890647040)  2017-01-22T19:09Z [----] followers, [--] engagements


"Breaking fake news:Trump forgets to connect dots between trade wars and imminently slower global growth but vows to have US trade w/itself https://x.com/gerberkawasaki/status/824080443179876353 Breaking Fake News: Trump bans vegetables from schools claiming nutrition is a 'hoax' He is living proof. Replaced with Hostess Ding Dongs. https://x.com/gerberkawasaki/status/824080443179876353 Breaking Fake News: Trump bans vegetables from schools claiming nutrition is a 'hoax' He is living proof. Replaced with Hostess Ding Dongs"  
[X Link](https://x.com/Dynamicbrands/status/824088950201405440)  2017-01-25T02:58Z [----] followers, [--] engagements


"Want to show your support for Howard Schultz and One of the most socially conscious Brands Grab a Latte at $SBUX and buy [---] more shares"  
[X Link](https://x.com/Dynamicbrands/status/826129158971330560)  2017-01-30T18:05Z [----] followers, [--] engagements


"Did u know [--] companies own virtually all the worlds FOOD Brands $NSRGY $PEP $GIS $K $MDLZ $KO $UL $DANOY $ABF.L Mars They buy da smallONES"  
[X Link](https://x.com/LOGOinvestor/status/829446035244068864)  2017-02-08T21:45Z [----] followers, [--] engagements


"Not for nothing but making money doesn't have to come from Tech or FANG $AMZN $GOOGL $NFLX $FB good ole SPAM & Muscle Milk Hormel $HRL good2"  
[X Link](https://x.com/Dynamicbrands/status/831932206423498752)  2017-02-15T18:24Z [----] followers, [--] engagements


"Looks like Concerts are in a bull market leading Brand Live Nation looking great target much higher $LYV 38"  
[X Link](https://x.com/Dynamicbrands/status/834424858184278016)  2017-02-22T15:29Z [----] followers, [--] engagements


"Ratio Charts are great way to show whats working vs $SPY and whats super stretched and ready for rebound $MNST Beverage as OS vs SPY as EVER"  
[X Link](https://x.com/Dynamicbrands/status/836440810409242624)  2017-02-28T05:00Z [----] followers, [--] engagements


"Could there be anything more predictable than a Consumers propensity to SPEND Top Brands win the most $AAPL $AMZN $HD $SBUX $GOOGL $T $LUV"  
[X Link](https://x.com/Dynamicbrands/status/838970405050183680)  2017-03-07T04:31Z [----] followers, [--] engagements


"I KNOW EVERYONE IS HATING ON ENERGY $XLE STOCKS HERE BUT LOOKING AT $CVX MY FAV INTEGRATED BRAND THIS PULLBACK LOOKS BUYABLE-STILL WORK2DO"  
[X Link](https://x.com/Dynamicbrands/status/841673976594092033)  2017-03-14T15:34Z [----] followers, [--] engagements


"Attn every mutual fund complex with high fees and avg returns: Your days are numbered. I applaud $AB new filing of a REAL incentive Perf FEE"  
[X Link](https://x.com/Dynamicbrands/status/843189390075559936)  2017-03-18T19:56Z [----] followers, [--] engagements


"For everyone whining about how long in the tooth this bull market is I give u a history lesson on what real big-boy bulls look like $QQQ"  
[X Link](https://x.com/Dynamicbrands/status/843242712799170563)  2017-03-18T23:28Z [----] followers, [--] engagements


"Truly one of my favorite Brands for [----] Live Nation has big target higher and a wicked smart partial owner in Malone. $LYV"  
[X Link](https://x.com/Dynamicbrands/status/849468191231406084)  2017-04-05T03:46Z [----] followers, [--] engagements


"For all the $SBUX haters the market now disagrees with you. Breaking this [---] yr downtrend here"  
[X Link](https://x.com/Dynamicbrands/status/849662939619401728)  2017-04-05T16:40Z [----] followers, [--] engagements


"Check ur charts on these top CASH OVERSEAS for repatriation ideas $CSCO $ORCL $AAPL $QCOM $PVH $MSFT $RL $GOOGL $GILD"  
[X Link](https://x.com/Dynamicbrands/status/857613837545029632)  2017-04-27T15:14Z [----] followers, [--] engagements


"#8 Top Brand a bit controversial as well with CEO transition but Widen lens=very bullish and [--] warrants MAJOR OVERWEIGHT on $SBUX"  
[X Link](https://x.com/Dynamicbrands/status/860918176577486849)  2017-05-06T18:04Z [----] followers, [--] engagements


"Brands that use technology to enhance the shopping experience will thriveall working hard on it now $TGT $WMT"  
[X Link](https://x.com/Dynamicbrands/status/861219129008603136)  2017-05-07T14:00Z [----] followers, [--] engagements


"Looking at some interesting Breaks of Downtrends. $GPC Genuine Parts looks clear to $99"  
[X Link](https://x.com/Dynamicbrands/status/866692996703461377)  2017-05-22T16:31Z [----] followers, [--] engagements


"Call me crazy but the capital markets fins look ready $AMTD $MS $GS $SCHW with $C holding in well too . $MS my fav so far but $AMTD has attn"  
[X Link](https://x.com/Dynamicbrands/status/872461077107269633)  2017-06-07T14:31Z [----] followers, [--] engagements


"Great infographic: Top Companies with the most CASH held overseas. will matter at some point $AAPL $CSCO $MSFT $JNJ $GILD $KO $QCOM $AMGN"  
[X Link](https://x.com/Dynamicbrands/status/874635572857364480)  2017-06-13T14:32Z [----] followers, [--] engagements


"This is ur key to Tech taking us to new highs. A close under this up channel has to get u more long at least for trade $QQQ $VXY $14 is key"  
[X Link](https://x.com/LOGOinvestor/status/893498151067242498)  2017-08-04T15:45Z [----] followers, [--] engagements


"So $GS misses earnings [--] qtrs in row citing NO VOL in rates or equities.I'll bet that VOL dynamic changes and the chart looks good here"  
[X Link](https://x.com/Dynamicbrands/status/894245287325126657)  2017-08-06T17:14Z [----] followers, [--] engagements


"$GS keeps building pressure under resistence. The more pressure built the bigger the push higher WHEN/IF it breaks resistence. Look great"  
[X Link](https://x.com/Dynamicbrands/status/894633362731782144)  2017-08-07T18:56Z [----] followers, [--] engagements


"A bear market/recession will happen again one day but trying to predict it by scaring investors is irresponsible. 2.5% GDP can go on for yrs"  
[X Link](https://x.com/Dynamicbrands/status/897628613507469315)  2017-08-16T01:18Z [----] followers, [--] engagements


"Forget the stock action in late august.If u think the trading desks of $MS & $GS aren't finally high-5'ing in this VOL u don't understand"  
[X Link](https://x.com/Dynamicbrands/status/898218438551674880)  2017-08-17T16:22Z [----] followers, [--] engagements


"Interest rates interest rates what will you do Break downtrend or fail yet again $TNX $XLF $JPM $MS $C $BAC $MET $PRU $LUV $AAL $IBB"  
[X Link](https://x.com/Dynamicbrands/status/909889607033962496)  2017-09-18T21:19Z [----] followers, [--] engagements


"You think some people were short and over their skis bearish @Adobe $ADBE Its a Brands portfolio name and a reason portfolio winning tdy"  
[X Link](https://x.com/Dynamicbrands/status/921059258799505408)  2017-10-19T17:03Z [----] followers, [--] engagements


"Stock picking is dead. Got it. Blah blah blah $SPY+0.18% and Brands Fund +.63% Brands Matter Always $HSUAX $HSUTX $HSUCX"  
[X Link](https://x.com/Dynamicbrands/status/923003676020449280)  2017-10-25T01:49Z [----] followers, [--] engagements


"$SPY -.50% today with $VIX breaking downtrend. Looks like it wants $14 Dynamic Brands fund $HSUTX"  
[X Link](https://x.com/Dynamicbrands/status/923342964616601600)  2017-10-26T00:18Z [----] followers, [--] engagements


"If anyone is still confused about what $DIS wants from $FOXA and why witness this group-content for its upcoming streaming biz vs $NFLX"  
[X Link](https://x.com/Dynamicbrands/status/927657921453834240)  2017-11-06T22:04Z [----] followers, [--] engagements


"Great group of Disrupter Brands. Wish some of them were public but not loving private market valuations to Public IPO but many will be in our Brands Index if they go public. Unlike $SNAP =NEVER EVER ATOP BRANd WORTH OWNINg"  
[X Link](https://x.com/Dynamicbrands/status/929445819287191552)  2017-11-11T20:28Z [----] followers, [--] engagements


"$TETF $EMQQ $CHIQ $BOTZ $FDN $SKYY $LOGO Large important themes with big secular tailwinds. Read our new Blog post @michael_venuto @emqqetf @GlobalXFunds @ftportfolios https://www.iconicbrandsindex.com/logo-blog/ https://www.iconicbrandsindex.com/logo-blog/"  
[X Link](https://x.com/LOGOinvestor/status/937152262178201605)  2017-12-03T02:51Z [----] followers, [--] engagements


"Theres soooo many people soooo off-sides with credit risk exposure via stocks and bonds. Im a long term bull but its hard NOT to tip toe to the other side of the boat while everyone is getting lathered up and drunk with risk taking https://x.com/greg5thtrad/status/937355290852421633 .dont tell the cattle 🐄 this.they think its a done deal.📈 now extend my leverage please mr online brokerage service 😉 https://t.co/ERaTEIztrU https://x.com/greg5thtrad/status/937355290852421633 .dont tell the cattle 🐄 this.they think its a done deal.📈 now extend my leverage please mr online brokerage service"  
[X Link](https://x.com/Dynamicbrands/status/937357462193127424)  2017-12-03T16:26Z [----] followers, [--] engagements


"Don't get too bearish after todays reversal end of day flows very strong for $SPY and big cap tech any further weakness is a GIFT to buy liking the value tech names $MSFT $INTC $GOOGL $AAPL $CSCO $ORCL $V $FB along with other mega cap value & repatriation cash cows $AMGN"  
[X Link](https://x.com/Dynamicbrands/status/937831153381228545)  2017-12-04T23:49Z [----] followers, [--] engagements


"Shall we buy some more $NFLX as its pulling back Even when $DIS and others scramble for catch-up we aint canceling our Netflix subscription as it has more subs than CABLE now Great job catching up & passing the sleeping giants $CBS $VIAB $FOXA $DISCA $CMCSA"  
[X Link](https://x.com/Dynamicbrands/status/938536998674903041)  2017-12-06T22:33Z [----] followers, [--] engagements


"I just made [--] months of living expenses in [--] hours in bitcoin Going home for the rest of week. Who needs to work Love manias https://x.com/gerberkawasaki/status/938788848271638528 #bitcoin $16.5 and running like Jessie Owens. https://x.com/gerberkawasaki/status/938788848271638528 #bitcoin $16.5 and running like Jessie Owens"  
[X Link](https://x.com/Dynamicbrands/status/938792512839225354)  2017-12-07T15:29Z [----] followers, [--] engagements


"And millennials like ROBO advisors so i think that means that 100% of millennial portfolios are doomed to perform because they own 5000+ securities and Robos dont use important themes like $TETF $LOGO $CHIQ $EMQQ Why dont we build a better ROBO https://x.com/michael_venuto/status/941232584691994624 63% of Millennials believe that ETFs will be their primary investment vehicle in the future https://t.co/oJJ2ZZ43UL https://x.com/michael_venuto/status/941232584691994624 63% of Millennials believe that ETFs will be their primary investment vehicle in the future https://t.co/oJJ2ZZ43UL"  
[X Link](https://x.com/LOGOinvestor/status/941303283779383297)  2017-12-14T13:46Z [----] followers, [--] engagements


"I don't know about u but this looks like a lovely consumption focused Portfolio with some great big data access. Gains from holding many of these names over time could act as a wonderful hedge as we spend $$ on their products $AMZN $MSFT $LRLCY $AAPL $NFLX $COST $KO $ATVI $HD $V"  
[X Link](https://x.com/Dynamicbrands/status/943849693460574208)  2017-12-21T14:24Z [----] followers, [--] engagements


"$CLIX Oh my. Another horrendously late ETF from Proshares. Beware companies that launch strategies with huge BACKWARD LOOKING BACK-tests just to suck investors into yesterdays story. The only thing that matters=the view through the front of the car"  
[X Link](https://x.com/Dynamicbrands/status/946026432064393216)  2017-12-27T14:34Z [----] followers, [--] engagements


"Dynamic Tech Brands thus far in [----] Geez not so bad for these marquee names. It feels like 2018's total return will be very front-end loaded stay on your toes everyone $NFLX $PCLN $ADBE $PYPL $AAPL $GOOGL $AMZN $SQ $NVDA"  
[X Link](https://x.com/Dynamicbrands/status/952947692153352193)  2018-01-15T16:56Z [----] followers, [--] engagements


"Since we took over $HSUTX on 10/17/17 and repositioned the fund in the brands that matter to people. Always toughest to keep up in raging bulls we doing it this far $COST $NKE $NFLX $AAPL $AMZN $RACE $ADBE $FDX $ATVI $PCLN $PYPL $V $TWTR $JD $BABA $STZ $MNST $WMT $LULU $TPR"  
[X Link](https://x.com/Dynamicbrands/status/952950292500291585)  2018-01-15T17:07Z [----] followers, [--] engagements


"Interested in investing in blockchain innovators @RealityShares launching $BLCN on 1/17 great list of companies. $HSUTX currently holds 21% of portfolio in blockchain names on BLCN holdings list. Great minds. $BABA $AMZN $CSCO $GS $JD $MSFT $NVDA $TCEHY $V"  
[X Link](https://x.com/Dynamicbrands/status/952955369378127873)  2018-01-15T17:27Z [----] followers, [--] engagements


"Big cap tech has performed well but underperformed broader tech for [--] years thats about to change $MSFT $FB $NFLX $AMZN $AAPL"  
[X Link](https://x.com/Dynamicbrands/status/957292979349209088)  2018-01-27T16:43Z [----] followers, [--] engagements


"Theres a massive rally coming within [--] days. Why VIX term structure inverts massive implied volatility premium currently enormous flows last [--] days-500m yesterday and 1.1B today. Been watching these daily since [--] very predictable-Weakness is a gift this week $XLY $QQQ"  
[X Link](https://x.com/Dynamicbrands/status/958462657740222464)  2018-01-30T22:11Z [----] followers, [--] engagements


"@KimWhitler @UVAMensHoops @JeffWhiteUVa @SethOnHoops @kylejguy5 @Dr_Dre15 @JerryRatcliffe @ElmamdiDiakite Really would love to show students the power of the Brandand the benefits to your long term savings from investing in the brands you spend your money on. Anytime u wanna chat would be humbled"  
[X Link](https://x.com/LOGOinvestor/status/960178242769399808)  2018-02-04T15:48Z [----] followers, [--] engagements


"Is a back test bogus if looks eerily like real world COMP doing something very very similar & fishing from the same pond: Consumer Spending $FSRPX would b a $60B fund IF it were in large cap category but since its in consumer people ignore it even though [---] bps $SPY 15yrs"  
[X Link](https://x.com/Dynamicbrands/status/963083511094636544)  2018-02-12T16:12Z [----] followers, [--] engagements


"There Amazon goes again with consumer OTC healthcare products with partner Perrigo $AMZN bye bye $CVS $WBA"  
[X Link](https://x.com/Dynamicbrands/status/966345709753548801)  2018-02-21T16:15Z [----] followers, [--] engagements


"Consumer spending is the largest most predictable total addressable market I know of. At $40trillion per year globally it demands a dedicated allocation. Could there be a better hedge vs your spending than investing your money in the brands you love and use most Got ins $PGR"  
[X Link](https://x.com/Dynamicbrands/status/966892077136007170)  2018-02-23T04:26Z [----] followers, [--] engagements


"Consumer spending is the largest most predictable total addressable market I know of. At $40trillion per year globally it demands a dedicated allocation. Could there be a better hedge vs your spending than investing your money in the brands you love and use mostCable TV $CMCSA"  
[X Link](https://x.com/Dynamicbrands/status/966892927275315200)  2018-02-23T04:30Z [----] followers, [--] engagements


"Square reports Tuesday projected move is 10% which corresponds to the bottom of this narrowing wedge. I prefer to view it in a more English cup of tea with a nice handle to $54 this year $SQ"  
[X Link](https://x.com/Dynamicbrands/status/967255332635361280)  2018-02-24T04:30Z [----] followers, [--] engagements


"Lets just say ISM has peaked a absolutely plausible argument for the top of the cycle. Heres forward returns at other times when ISM was this high sorry just can't use this for ur bearish TOP calls just yet IMO $SPY $QQQ $IWM $AMZN $ADBE $V $MA $HD $STZ $MSFT $UNH $EL $BKNG"  
[X Link](https://x.com/Dynamicbrands/status/988430380150571009)  2018-04-23T14:52Z [----] followers, [--] engagements


"A few quick charts on $AMZN businesses. Every great company has a correction on occasion but those dips will likely aggressively bought on a pullback AWS WOW. First they drive huge sales by being the low cost provider then they can slowly raise prices as switching costs HIGH"  
[X Link](https://x.com/Dynamicbrands/status/989586575955668992)  2018-04-26T19:26Z [----] followers, [--] engagements


"I don't know about u but I like me a "Know what you own portfolio" of top brands with lots of IP offering access to some value growth domestic international dividend growthdefensives etc. $AAPL $AMZN $NFLX $ADBE $V $MA $RACE $STZ $UNH $COST $BKNG $LULU $NKE $EL $INTU $MNST"  
[X Link](https://x.com/Dynamicbrands/status/989985630665957376)  2018-04-27T21:52Z [----] followers, [--] engagements


"Regarding Tesla $TSLA and Elon Musk nobody creates the best cartoons than @Hedgeye"  
[X Link](https://x.com/Dynamicbrands/status/993227625538695169)  2018-05-06T20:34Z [----] followers, [--] engagements


"Its time for an oldie but a goodie $TSLA"  
[X Link](https://x.com/Dynamicbrands/status/996420458504310784)  2018-05-15T16:02Z [----] followers, [--] engagements


"For the Growth vs Value conversation we can always bounce around inside the down channel but until Value breaks this CLEAR downtrend vs Growth return-focused investors still need to tilt toward growth stocks $IWF $IWD $SPY $QQQ $NVDA $AAPL $NFLX $AMZN $COST $EL $HD $V $MA $PYPL"  
[X Link](https://x.com/Dynamicbrands/status/997521142830149632)  2018-05-18T16:55Z [----] followers, [--] engagements


"Beating the market is tough right Well from the angle of tracking consumer spending via the best brands it does seem theres a persistent edge. Look no further than Fidelity Select Retail Fund $FSRPX since [----] beat $SPY by 300bps annual and DOUBLE $SPY [--] years"  
[X Link](https://x.com/Dynamicbrands/status/997863184198393856)  2018-05-19T15:34Z [----] followers, [--] engagements

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