# ![@LlamaInvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1936884233571561472.png) @LlamaInvests LlamaInvests

LlamaInvests posts on X about $now, ai, in the, $amzn the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1936884233571561472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1936884233571561472/c:line/m:interactions.svg)

- [--] Week [-----] -29%
- [--] Month [------] +181%
- [--] Months [-------] +161%

### Mentions: [--] [#](/creator/twitter::1936884233571561472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1936884233571561472/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [---] +121%
- [--] Months [---] +176%

### Followers: [---] [#](/creator/twitter::1936884233571561472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1936884233571561472/c:line/m:followers.svg)

- [--] Week [---] +13%
- [--] Month [---] +104%
- [--] Months [---] +166%

### CreatorRank: [---------] [#](/creator/twitter::1936884233571561472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1936884233571561472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47% [finance](/list/finance)  27% [technology brands](/list/technology-brands)  22% [cryptocurrencies](/list/cryptocurrencies)  3% [nfl](/list/nfl)  1% [currencies](/list/currencies)  1% [countries](/list/countries)  1% [celebrities](/list/celebrities)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$now](/topic/$now) 10%, [ai](/topic/ai) 7%, [in the](/topic/in-the) 6%, [$amzn](/topic/$amzn) 6%, [$amd](/topic/$amd) 5%, [$googl](/topic/$googl) 5%, [$hims](/topic/$hims) 5%, [$ttd](/topic/$ttd) 5%, [$uec](/topic/$uec) 5%, [market](/topic/market) 4%

**Top accounts mentioned or mentioned by**
[@msbinvests](/creator/undefined) [@ashton1nvests](/creator/undefined) [@moinvestinghq](/creator/undefined) [@dontbeexitliq](/creator/undefined) [@jrouldz](/creator/undefined) [@themarketmonk](/creator/undefined) [@justkaws](/creator/undefined) [@edgaralandough](/creator/undefined) [@jinjung1988](/creator/undefined) [@invest091](/creator/undefined) [@growthrapidly](/creator/undefined) [@investincintel](/creator/undefined) [@theducksayshi](/creator/undefined) [@eyecantfail](/creator/undefined) [@hamiltonsucks76](/creator/undefined) [@mikoinvest](/creator/undefined) [@heyshrutimishra](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@grok](/creator/undefined) [@financejack44](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Uranium Energy Corp. (UEC)](/topic/$uec) [UnitedHealth Group (UNH)](/topic/$unh) [Iris Energy Limited (IREN)](/topic/$iren) [Lam Research Corporation (LRCX)](/topic/$lrcx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Metadium (META)](/topic/$meta) [DisChain (DIS)](/topic/$dis) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Volatility Shs TR 2X Ether ETF (ETHU)](/topic/$ethu) [ProShares TR Ultra Ether ETF (ETHT)](/topic/$etht) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Fortinet Inc (FTNT)](/topic/$ftnt) [Roper Technologies Inc (ROP)](/topic/$rop) [Zscaler Inc (ZS)](/topic/$zs) [Intuit Inc. (INTU)](/topic/$intu) [Figma, Inc. (FIG)](/topic/$fig) [iShares BTC Trust (IBIT)](/topic/$ibit) [iShares Ethereum Trust (ETHA)](/topic/$etha) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Did some tax loss harvesting. Sold my $BITX and $ETHU which I lost significant money on and is actually the only thing that kept me from being at ATH's. At least it'll help me with taxes. I will likely buy back $BITU and $ETHT to keep my 2x exposure to crpyto to participate in any upswings. I hope it doesn't go much lower than this at least. https://twitter.com/i/web/status/2006431686716744056 https://twitter.com/i/web/status/2006431686716744056"  
[X Link](https://x.com/LlamaInvests/status/2006431686716744056)  2025-12-31T18:26Z [---] followers, [---] engagements


"@Ashton_1nvests Love $CSU.TO Cant buy it directly though in Schwab :("  
[X Link](https://x.com/LlamaInvests/status/2018541927977701695)  2026-02-03T04:27Z [---] followers, [---] engagements


"Let's anger some people $HOOD. SHITCO Just kidding. if this thing keeps dropping I will def take a look. It's just super correlated and even higher beta likely than crypto. staying away for now. Let's see how low this thing goes"  
[X Link](https://x.com/LlamaInvests/status/2018754437792022668)  2026-02-03T18:32Z [---] followers, [---] engagements


"$AMD not doing too hot even after a double beat Revenue: $8.2B (beat est. $8.1B +24% YoY) - EPS: $1.05 (beat est. $0.98) - Data Center: $4.1B (+69% YoY driven by MI300 AI GPUs) - Client: $1.7B (+52% YoY Ryzen AI demand) - Gaming: $1.1B (+12% YoY) Guidance: Q1 [----] revenue $8.5B-$9.0B (above est. $8.4B). Stock Reaction: +8% AH to $185. Key Quote (CEO Lisa Su): "AI momentum accelerating; Data Center to exceed $10B in FY2026." Text from Fortuna (link in bio) https://twitter.com/i/web/status/2018800488070701438 https://twitter.com/i/web/status/2018800488070701438"  
[X Link](https://x.com/LlamaInvests/status/2018800488070701438)  2026-02-03T21:35Z [---] followers, [---] engagements


"Big time spread tech/momentum is unwinding. I took profits on $AMD $GOOGL $LRCX and $NVDA. Very far down from my ATH but I want cash rn"  
[X Link](https://x.com/LlamaInvests/status/2019109787896578246)  2026-02-04T18:04Z [---] followers, [---] engagements


"My thoughts rn: - Tech is super weak. No earnings can save it - BTC and ETH have more downside to go - Not sure if gold or silver will recover liquidity is not going to get looser it seems - Energy and utilities might be the next place to focus - AI is not killing software yet. Lots of overreaction. Software might consolidate but the big boys like $NOW will be fine - Were all doomed - Might as well marry a AI powered robot and name it Elon (unisex) - Cold Chinese food is elite https://twitter.com/i/web/status/2019266494736076954 https://twitter.com/i/web/status/2019266494736076954"  
[X Link](https://x.com/LlamaInvests/status/2019266494736076954)  2026-02-05T04:27Z [---] followers, [---] engagements


"@Miko_Invest Definitely is lol But worth it - this is the best community. Looking forward to following you and your journey as well"  
[X Link](https://x.com/LlamaInvests/status/2020307207687139627)  2026-02-08T01:22Z [---] followers, [--] engagements


"@heyshrutimishra Good luck to Claud in replacing $NOW $ROP $ZS $FTNT etc. Ahh I love when the market gives you beautiful opportunities"  
[X Link](https://x.com/LlamaInvests/status/2020346152642924914)  2026-02-08T03:57Z [---] followers, [---] engagements


"@jin_jung1988 I have a hard time telling them to invest in anything outside of a mutual fund yes you heard that right a mutual fund"  
[X Link](https://x.com/LlamaInvests/status/2020349329806864479)  2026-02-08T04:09Z [---] followers, [--] engagements


"@MoInvestingHQ $NOW $INTU"  
[X Link](https://x.com/LlamaInvests/status/2020352741269234026)  2026-02-08T04:23Z [---] followers, [--] engagements


"This is what happens when one team had a Mickey Mouse schedule and accidentally makes the superbowl #patriots"  
[X Link](https://x.com/LlamaInvests/status/2020673026182742453)  2026-02-09T01:36Z [---] followers, [---] engagements


"Ok now that the Super Bowl is over (horrible game) Im going out there to say software extremely undervalued and the AI fears are largely unfounded. Id love to see Claude code compete with some of these beasts. they go beyond just the technical aspects of it anyway heres my list so far of companies that have been wrongly crushed because of AI fears and stocks I will be buying starting this week. $NOW $CSU.TO $TYL $PANW $FTNT $ROP $ORCL $ZS $ADSK There will be others but theres your starter list. Happy to answer questions on any. Sometimes the market gives you opportunities. Your job is to take"  
[X Link](https://x.com/LlamaInvests/status/2020699736135627095)  2026-02-09T03:22Z [---] followers, [---] engagements


"@zoomyzoomm @grok is this verified"  
[X Link](https://x.com/LlamaInvests/status/2020973945453936882)  2026-02-09T21:31Z [---] followers, [---] engagements


"@FinanceJack44 $NOW"  
[X Link](https://x.com/LlamaInvests/status/2021207951709552874)  2026-02-10T13:01Z [---] followers, [--] engagements


"@jin_jung1988 Allergy test. I had one once"  
[X Link](https://x.com/LlamaInvests/status/2021639753314316397)  2026-02-11T17:37Z [---] followers, [--] engagements


"@MSBInvests Well done sir"  
[X Link](https://x.com/LlamaInvests/status/2021797201325043737)  2026-02-12T04:03Z [---] followers, [--] engagements


"@Dontbeexitliq It's a good question. I think it really is hype that turns into reality. Like $FIG. Lots of hype for the IPO then people realized it's not solving all of software's problems and it's in the same boat. Got overinflated and then collapsed towards something more reasonable"  
[X Link](https://x.com/LlamaInvests/status/2021973491529265409)  2026-02-12T15:43Z [---] followers, [--] engagements


"I'm cutting my $IBIT and $ETHA This compounds to the amount I've lost on crypto (its the majority of my total losses. ever) and it's a substantial sum. I will wait till this finds support and has an uptrend. I'm fine missing out on some upside to protect my downside. This thing could have another 40% down to go. The risk/reward is just not there for me right now. And it hurts because I'm taking yet again another loss and specifically crypto loss https://twitter.com/i/web/status/2019432520018702691 https://twitter.com/i/web/status/2019432520018702691"  
[X Link](https://x.com/LlamaInvests/status/2019432520018702691)  2026-02-05T15:26Z [---] followers, [---] engagements


"$TROW with a horrible earnings CEO is dumb I dont even wanna waste time writing out the stats/key moments"  
[X Link](https://x.com/LlamaInvests/status/2019440217329905986)  2026-02-05T15:57Z [---] followers, [---] engagements


"@alex_prompter Made millions. Will go on to start an ethical ai company. Will raise more millions. These saints always pop up after making millions. Nothing burger"  
[X Link](https://x.com/LlamaInvests/status/2021402182424330625)  2026-02-11T01:53Z [---] followers, [----] engagements


"$TYL got hit pretty hard by earnings. I guess I will expect some of that from the software companies I just invested in. But FCF is growing fundamentals look strong I like how management fielded the questions. I'm not trading these names I'm INVESTED in them. The thesis is intact. I don't care about short-term movements right now in my software basket. https://twitter.com/i/web/status/2021788837706338390 https://twitter.com/i/web/status/2021788837706338390"  
[X Link](https://x.com/LlamaInvests/status/2021788837706338390)  2026-02-12T03:29Z [---] followers, [---] engagements


"@Dontbeexitliq Yeah but they also have lockup periods. So not exactly exit liquidity but often hype gets met with reality somewhere in the first bit of an IPO"  
[X Link](https://x.com/LlamaInvests/status/2021808596242100359)  2026-02-12T04:48Z [---] followers, [--] engagements


"@invest091 Yeah I think they'll be totally fine. Government is wayyyy too slow to change/adapt. Core software is untouched - $TYL is also not just sitting on their asses. they're making improvements. I'm not bothered by the dip. Might even add 1%"  
[X Link](https://x.com/LlamaInvests/status/2021973770840510907)  2026-02-12T15:44Z [---] followers, [--] engagements


"Not gonna lie my ego getting blown to shreds. Idk how many losing trades/investments its been now. But Im down about 20-21% from my ATH in October. The worst part I saw this sh*t coming (not the October sh*t - that was all greed. I shouldve cut my winning positions and made sure I couldnt drop by more than 10%). But I saw this tech frothiness coming and I raised a ton of cash. Whats been killing me are my [--]. Failed swings (yes I use stop losses but theyre piling up) [--]. Software - its a long term hold but it still hurts now [--]. Losses on crypto I hope I can come back from this - I still have"  
[X Link](https://x.com/LlamaInvests/status/2022095921425625579)  2026-02-12T23:50Z [---] followers, [---] engagements


"@Michael_Crowe I just ended my pro subscription to ChatGPT and moved it over to Claude. Now I just have Claude + Gemini"  
[X Link](https://x.com/LlamaInvests/status/2022103017827217736)  2026-02-13T00:18Z [---] followers, [---] engagements


"@MoInvestingHQ $AMZN"  
[X Link](https://x.com/LlamaInvests/status/2022414875407061141)  2026-02-13T20:57Z [---] followers, [--] engagements


"@Ashton_1nvests Im also thinking about selling or trimming my $GOOGL. Trying to build a cash pile/rotate. Already up over 100% on the $GOOGL and I think well get another entry point later"  
[X Link](https://x.com/BirdNLionInvest/status/2014415214121267660)  2026-01-22T19:09Z [---] followers, [---] engagements


"@growthrapidly No 😭😭😭 Nothing against it just never did the due diligence"  
[X Link](https://x.com/BirdNLionInvest/status/2014423096095093153)  2026-01-22T19:41Z [---] followers, [--] engagements


"Is anyone else thinking we have a small little correction sometime in the next month or two mainly due to BOJ Or is it just me and Im raising cash like an absolute idiot and missing on crazy upside I started trimming understanding that I might miss 5-10% but is this sucked just gonna continue running https://twitter.com/i/web/status/2014545367514185889 https://twitter.com/i/web/status/2014545367514185889"  
[X Link](https://x.com/BirdNLionInvest/status/2014545367514185889)  2026-01-23T03:46Z [---] followers, [--] engagements


"Depends on time horizon but give me $META. Whats holding it back is just fear of AI Capex zuckabags says one good thing about the capex and the stock will moon. Plus its a stock that even if it goes down you know its not going anywhere anytime soon. Some great names on that list though https://twitter.com/i/web/status/2014585709403787352 https://twitter.com/i/web/status/2014585709403787352"  
[X Link](https://x.com/BirdNLionInvest/status/2014585709403787352)  2026-01-23T06:27Z [---] followers, [---] engagements


"Must I say more $IREN you dirty dog https://t.co/xvchb1nmze $IREN you dirty dog https://t.co/xvchb1nmze"  
[X Link](https://x.com/LlamaInvests/status/2014776631877853431)  2026-01-23T19:05Z [---] followers, [--] engagements


"@jrouldz Phenomenal list my man. Go ahead and outperform. Which of these have you added to recently to bump them up"  
[X Link](https://x.com/LlamaInvests/status/2015253958533455879)  2026-01-25T02:42Z [---] followers, [---] engagements


"@jrouldz You holding on to some cash in hopes for a little drawdown Or you dont play that game"  
[X Link](https://x.com/LlamaInvests/status/2015256289165660187)  2026-01-25T02:51Z [---] followers, [--] engagements


"@TheBrilliantBu1 % returns is what matters"  
[X Link](https://x.com/LlamaInvests/status/2015549150046158965)  2026-01-25T22:15Z [---] followers, [--] engagements


"Absolutely tragic Amazon: Buy Amazon: Buy"  
[X Link](https://x.com/LlamaInvests/status/2015587163899822349)  2026-01-26T00:46Z [---] followers, [--] engagements


"In complete awe of gold and silver are we gonna crash"  
[X Link](https://x.com/LlamaInvests/status/2015634055597900226)  2026-01-26T03:53Z [---] followers, [--] engagements


"This seems bearish to me Nancy Pelosi just disclosed $37mil worth of new trades: 🔴Total sales: $22.1mil 🟢Total buys: $4.37mil 🟠Total donations: $10.1mil Her sales: 🔴 $AAPL shares valued at $12.3mil 🔴 $AMZN shares valued at $4.6mil 🔴 $NVDA shares valued at $3.8mil 🔴 $DIS shares valued at $1.1mil https://t.co/HHQrj7uKpI Nancy Pelosi just disclosed $37mil worth of new trades: 🔴Total sales: $22.1mil 🟢Total buys: $4.37mil 🟠Total donations: $10.1mil Her sales: 🔴 $AAPL shares valued at $12.3mil 🔴 $AMZN shares valued at $4.6mil 🔴 $NVDA shares valued at $3.8mil 🔴 $DIS shares valued at"  
[X Link](https://x.com/LlamaInvests/status/2015835732783321582)  2026-01-26T17:14Z [---] followers, [--] engagements


"I sold my $ASML because last earnings they dropped back and Im nervous about their guidance. If they are to drop I dont think we have the same bullish tailwinds to pick it back up. Could be super wrong though I just made 100% on it so figured Id take the profits and keep the cash if we were to dip https://twitter.com/i/web/status/2015836369239577087 https://twitter.com/i/web/status/2015836369239577087"  
[X Link](https://x.com/LlamaInvests/status/2015836369239577087)  2026-01-26T17:16Z [---] followers, [--] engagements


"@MoInvestingHQ Yeah Im super bullish $ASML long term. Just hoping I can get in cheaper some time down the line"  
[X Link](https://x.com/LlamaInvests/status/2015839307462836594)  2026-01-26T17:28Z [---] followers, [--] engagements


"Bought 3.5% of portfolio of it I agree with this. Will likely buy $SBSW Will update here on sizing when buying https://t.co/G0ziXNqG7M I agree with this. Will likely buy $SBSW Will update here on sizing when buying https://t.co/G0ziXNqG7M"  
[X Link](https://x.com/LlamaInvests/status/2015857821204566461)  2026-01-26T18:42Z [---] followers, [--] engagements


"Had to get out cuz its a stock not ETF. Dont wanna deal with restrictions. Looking at $NUGT instead"  
[X Link](https://x.com/LlamaInvests/status/2015864626114597064)  2026-01-26T19:09Z [---] followers, [--] engagements


"@TheMarket_Monk Inverse $HIMS pill"  
[X Link](https://x.com/LlamaInvests/status/2015874246853984322)  2026-01-26T19:47Z [---] followers, [---] engagements


"@TheMarket_Monk Yeah theyre good companies. Sentiment all time low. Usually a good setup. Im not of the opinion theyre doomed. Disclaimer: I own $TTD and $NOW but will not be able to add (if I do) until Feb due to company restrictions"  
[X Link](https://x.com/LlamaInvests/status/2015878645378699689)  2026-01-26T20:04Z [---] followers, [---] engagements


"@JUST_KAWS Thanks Looking forward to your growth as well :)"  
[X Link](https://x.com/LlamaInvests/status/2015895867023073760)  2026-01-26T21:13Z [---] followers, [--] engagements


"@Investinc_Intel @TheMarket_Monk I would say its not looking great a lot of macro setups should help it but I think eyes are on other debasement trades"  
[X Link](https://x.com/LlamaInvests/status/2015895988989300808)  2026-01-26T21:13Z [---] followers, [--] engagements


"$UNH with the inverse $HIMS pattern. Text from Fortuna: $UNH is declining today due to investor caution ahead of its Q4 earnings release tomorrow (Jan. [--] before market open) with expectations of sharply lower EPS ($2.09-$2.11 vs. $6.81 YoY). Recent pressures include: - Ongoing [----] weakness: Stock fell 35% last year from higher costs missed guidance (first since 2008) elevated debt/interest and leadership changes like Optum CFO departure. - Earnings risks: Trailing 4Q EPS miss avg. -2.25%; analysts cut targets slightly (e.g. Morgan Stanley $411$409). - Current levels: Trading $339-$354"  
[X Link](https://x.com/LlamaInvests/status/2015897773447774701)  2026-01-26T21:20Z [---] followers, [----] engagements


"So you likely wont get 14% the entire time you hold. I think its based on NAV. So if QQQ goes through a bear market or whatever your yield (and principal) will be significantly hit but that said itll be better than a HYS or really anything else youll just have to make sure youre ok with the vol https://twitter.com/i/web/status/2015961489065042258 https://twitter.com/i/web/status/2015961489065042258"  
[X Link](https://x.com/LlamaInvests/status/2015961489065042258)  2026-01-27T01:34Z [---] followers, [--] engagements


"@MoInvestingHQ @TacticzH This is why I sold my position. Was up huge on it and was a bit weary of earnings coming up. Last earnings call it dipped pretty hard and idk if they have the backdrop to recover as quickly this time. Will gladly get back in lower"  
[X Link](https://x.com/LlamaInvests/status/2016180497353777306)  2026-01-27T16:04Z [---] followers, [--] engagements


"Its going to be $ITB and $NAIL season very soon"  
[X Link](https://x.com/LlamaInvests/status/1973968269167198714)  2025-10-03T04:28Z [---] followers, [---] engagements


"@kinginvestings Damn how does he decide which stocks to buy Does he use technicals fundamentals or both Or is it all just $MAT $HAS and $DIS"  
[X Link](https://x.com/LlamaInvests/status/2012011697293414774)  2026-01-16T03:59Z [---] followers, [---] engagements


"@MSBInvests Yeah I looked at both of these names as well and really wanted to put in to $UUUU but backed out (not even sure why to this day. shouldve journaled it). But I just think $UEC has Trump's special attention - especially when the Sweetwater complex was approved"  
[X Link](https://x.com/LlamaInvests/status/2016144421423607956)  2026-01-27T13:41Z [---] followers, [---] engagements


"@invest091 Ooooo I'll look for ther $TTD episode Haven't done too much DD on $APP. should I"  
[X Link](https://x.com/LlamaInvests/status/2016148394801078587)  2026-01-27T13:56Z [---] followers, [---] engagements


"@edgaralandough How apropro for right now $UNH"  
[X Link](https://x.com/LlamaInvests/status/2016152871587209301)  2026-01-27T14:14Z [---] followers, [--] engagements


"Top [--] winners and losers so far today in my taxable portfolio: $LRCX: 6.22% 🟢 $IREN: 5.48% 🟢 $AMZN: 1.59% 🟢 $UNH: -18.13% 🔴 $TTD: -4.88% 🔴 $NAIL: -3.08% 🔴 Will caveat with $TTD being a small position and also honorable mention: I lost 75bps of total port to $NUGT. May gold be forever cursed. https://twitter.com/i/web/status/2016172800340357614 https://twitter.com/i/web/status/2016172800340357614"  
[X Link](https://x.com/LlamaInvests/status/2016172800340357614)  2026-01-27T15:33Z [---] followers, [---] engagements


"@MSBInvests Yeah thats my thinking at least. Im the big loser though cuz I was going to buy $URAA in December at $30 but didnt so $UEC is my only exposure. Up like 140% on it at least but not a huge position"  
[X Link](https://x.com/LlamaInvests/status/2016175669001019791)  2026-01-27T15:45Z [---] followers, [--] engagements


"A lot of problems with the system and greed Medical Costs have now grown faster than Premiums for [--] consecutive quarters at UnitedHealth. $UNH: -18.5% today https://t.co/TfSTU7NXVx Medical Costs have now grown faster than Premiums for [--] consecutive quarters at UnitedHealth. $UNH: -18.5% today https://t.co/TfSTU7NXVx"  
[X Link](https://x.com/LlamaInvests/status/2016209613113155684)  2026-01-27T18:00Z [---] followers, [--] engagements


"Was expecting macro stuff like this and was hoping it would crash the market a bit and that's why I built a cash position but that crash has yet to arrive. will it ever before midterms @MoMoMacro JUST IN: US dollar reaches lowest level in [--] years. https://t.co/YhxSoiWSO0 JUST IN: US dollar reaches lowest level in [--] years. https://t.co/YhxSoiWSO0"  
[X Link](https://x.com/LlamaInvests/status/2016242768650117346)  2026-01-27T20:11Z [---] followers, [---] engagements


"@goooonnney Taking profits is never bad. Risk management is never wrong either"  
[X Link](https://x.com/LlamaInvests/status/2016246854543950243)  2026-01-27T20:28Z [---] followers, [--] engagements


"@theducksayshi The growth is amazing Keep it going"  
[X Link](https://x.com/LlamaInvests/status/2016250149295595917)  2026-01-27T20:41Z [---] followers, [--] engagements


"@StockWorthyApp Im holding off for now. Will see how it settles. I have a good amount that I bought in the summer will just hold onto those unless we see the 250s again"  
[X Link](https://x.com/LlamaInvests/status/2016256194390671725)  2026-01-27T21:05Z [---] followers, [--] engagements


"@jrouldz Just curious do you do ETFs also Peep the pfp :)"  
[X Link](https://x.com/LlamaInvests/status/2016264153380401215)  2026-01-27T21:36Z [---] followers, [---] engagements


"@growthrapidly How about $ASTS With some IPOs coming maybe it catches a nice wind. I know its run up a lot. But so have a lot of names that keep going"  
[X Link](https://x.com/LlamaInvests/status/2016379252162036047)  2026-01-28T05:14Z [---] followers, [---] engagements


"@Ashton_1nvests This ones getting hard to ignore haha. I gotta do my due diligence on this name asap"  
[X Link](https://x.com/LlamaInvests/status/2016379774604607665)  2026-01-28T05:16Z [---] followers, [--] engagements


"@themojomindset @honeydripnet @amumoneymike @aristotlegrowth Omg one of the few people I know in $CVNA hahaha. Had a crazy parabolic move up"  
[X Link](https://x.com/LlamaInvests/status/2016642498672701555)  2026-01-28T22:40Z [---] followers, [---] engagements


"$MSFT is a buy NFA"  
[X Link](https://x.com/LlamaInvests/status/2016731647312314508)  2026-01-29T04:34Z [---] followers, [---] engagements


"@EYECANTFAIL Hurts so bad. Are you going to get back in"  
[X Link](https://x.com/LlamaInvests/status/2016743280944337236)  2026-01-29T05:20Z [---] followers, [--] engagements


"@LHWealthTales Haha definitely not But I see the bull case and a lot of investors I know personally and trust really like it so I feel confident in it. Similar feeling I had to $GOOGL in the summer and $AMZN a few weeks ago (still playing out)"  
[X Link](https://x.com/LlamaInvests/status/2016857089176461431)  2026-01-29T12:52Z [---] followers, [--] engagements


"Bullish MICROSOFT REMOVED AS TOP PICK AT MORGAN STANLEY MICROSOFT REMOVED AS TOP PICK AT MORGAN STANLEY"  
[X Link](https://x.com/LlamaInvests/status/2016873198411723034)  2026-01-29T13:56Z [---] followers, [--] engagements


"Might have to swing some $MSFU"  
[X Link](https://x.com/LlamaInvests/status/2016885666647261449)  2026-01-29T14:46Z [---] followers, [--] engagements


"Is it stupid to buy $NOW Long term hold"  
[X Link](https://x.com/LlamaInvests/status/2016892739422437613)  2026-01-29T15:14Z [---] followers, [--] engagements


"Reverse $HIMS pill pattern back at it"  
[X Link](https://x.com/LlamaInvests/status/2016904317035225520)  2026-01-29T16:00Z [---] followers, [---] engagements


"@JUST_KAWS I likes it $AMZN and $META are my top msg [--] picks for this year. Last year was $GOOGL"  
[X Link](https://x.com/LlamaInvests/status/2016919220341063808)  2026-01-29T16:59Z [---] followers, [--] engagements


"@theducksayshi She'll thank you in the long run. they always do :)"  
[X Link](https://x.com/LlamaInvests/status/2016953755669843986)  2026-01-29T19:17Z [---] followers, [--] engagements


"Everyone's acting like $MSFT management just got spooked on AI/OpenAI but that's not what the actual 10-Qs say at all. I compared the Sept vs Dec filings and the tone shift is pretty clear: management went from cautious/defensive to confident and strategic. Sept language was all about "cost intensity" "volatility" and reassuring investors that OpenAI losses "don't represent impairments". classic risk-management speak when you're not sure how it'll play out. By Dec Totally different vibe. They're calling it a "long-term strategic partnership" laying out the 27% as-converted stake in plain"  
[X Link](https://x.com/LlamaInvests/status/2016958231059546186)  2026-01-29T19:34Z [---] followers, [---] engagements


"Someone please tell $SNDK to chill Theyre gonna pull a muscle"  
[X Link](https://x.com/LlamaInvests/status/2017241783403454945)  2026-01-30T14:21Z [---] followers, [---] engagements


"@GuyTalksEnergy @AntoniusEmporos @Investinc_Intel @Raptor_Capital @BrnMeetsWlth Wow thanks so much Looking forward to learning from and growing with this community"  
[X Link](https://x.com/LlamaInvests/status/2017278462260564260)  2026-01-30T16:47Z [---] followers, [--] engagements


"Software is an opportunity - come argue. Yes yes. AI will disrupt the sector I get it. Good luck competing with $NOW that has $5B in FCF and can hire the smartest fellas out there to adapt while you're using cursor. Are the forever-proof Probably not. But AI is not at THAT level yet and won't be for a few years (let's not act like these companies are just sitting on their hands not leveraging AI at every point). So the velocity of AI has to be faster than the velocity of the company + AI. Will be rotating out of semis and into software. Greedy when others are fearful my friends."  
[X Link](https://x.com/LlamaInvests/status/2017295098405417288)  2026-01-30T17:53Z [---] followers, [--] engagements


"I can't believe people only follow others with the same views and opinions as them here. One of the most beautiful parts of FinX is that we can get such a broad range of perspectives and opinions - which makes us ALL more informed and better decision makers. You don't have to like and/or agree with it but even the mental exercise of going through and finding why you don't like the thesis/perspective can help you with YOUR OWN thesis. Engage. Learn. Grow"  
[X Link](https://x.com/LlamaInvests/status/2017301289055461582)  2026-01-30T18:18Z [---] followers, [--] engagements


"Politics aside this is so funny. This is like when my dad would tell our neighbors that I'll cut the grass for them happily. JUST IN: President Trump says his new Fed Chair Kevin Warsh will cut rates without any pressure. JUST IN: President Trump says his new Fed Chair Kevin Warsh will cut rates without any pressure"  
[X Link](https://x.com/LlamaInvests/status/2017302770127147089)  2026-01-30T18:23Z [---] followers, [---] engagements


"Trimmed $GOOGL and sold $AMD Of course Im long term bullish. But some uncertainty in the air with some greed and Im up over 100% on each. Time to take profits and get ready if something dips. Will do swings in meantime"  
[X Link](https://x.com/LlamaInvests/status/2017316823335682053)  2026-01-30T19:19Z [---] followers, [---] engagements


"Looking into $BMI pretty seriously. 120-year-old industrial quietly powering the digitization of water utilities. Smart meters + analytics driving recurring revenue and infrastructure efficiency. FY [--] revenue +17% YoY to $827 M. EPS up 35% margins expanding (gross 41% net 15%). Zero debt and consistent free-cash-flow generation. Structural tailwinds: Aging U.S. water infrastructure Smart-city / IoT adoption Rising water-scarcity investment globally Valuation: trades around [--] earnings so a bit pricey compared to peers which trade in mid-teens P/E. Premium reflects balance-sheet strength"  
[X Link](https://x.com/LlamaInvests/status/1980479732987596874)  2025-10-21T03:42Z [---] followers, [---] engagements


"$PTC looking very good here. People overestimating the IoT divestiture. They reported and guided with that into account. Great opportunity to accumulate a great company. I will be buying back in (sold all my shares in the summer)"  
[X Link](https://x.com/LlamaInvests/status/1987883174802633085)  2025-11-10T14:00Z [---] followers, [---] engagements


"$UEC up like 140% from here. Wish I put in more Realized I never posted my thesis here. Long-short of it is: America needs more energy for AI. We're lagging China in a very real way and if we want to win the AI race a big part of that will lie in energy production. $UEC is the largest insitu uranium miner in the U.S.; Realized I never posted my thesis here. Long-short of it is: America needs more energy for AI. We're lagging China in a very real way and if we want to win the AI race a big part of that will lie in energy production. $UEC is the largest insitu uranium miner in the U.S.;"  
[X Link](https://x.com/LlamaInvests/status/2015843186631917907)  2026-01-26T17:44Z [---] followers, [----] engagements


"Am I crazy for liking $NOW $ORCL $TTD At these levels The contrarian in me is itching"  
[X Link](https://x.com/LlamaInvests/status/2015870024087372001)  2026-01-26T19:30Z [---] followers, [---] engagements


"@MSBInvests Check out $UEC. It has run up quite a bit but I think theyre a very natural winner here"  
[X Link](https://x.com/LlamaInvests/status/2016000582197084361)  2026-01-27T04:09Z [---] followers, [---] engagements


"@edgaralandough AYOOOO A fellow $UEC bull. https://x.com/LlamaInvests/status/2015843186631917907s=20 $UEC up like 140% from here. Wish I put in more https://x.com/LlamaInvests/status/2015843186631917907s=20 $UEC up like 140% from here. Wish I put in more"  
[X Link](https://x.com/LlamaInvests/status/2016541537094512648)  2026-01-28T15:59Z [---] followers, [----] engagements


"@EYECANTFAIL Oh damn. printing. Maybe Ill long $HG also. looking for a play here"  
[X Link](https://x.com/LlamaInvests/status/2016744732022481248)  2026-01-29T05:26Z [---] followers, [--] engagements


"@Ashton_1nvests $NOW $TTD"  
[X Link](https://x.com/LlamaInvests/status/2017806132350271755)  2026-02-01T03:44Z [---] followers, [---] engagements


"@TheLongInvest So youd love $NOW :)"  
[X Link](https://x.com/LlamaInvests/status/2018337055458181316)  2026-02-02T14:53Z [---] followers, [---] engagements


"Gotta get back to the 9-5 but some of my observations from today trying to follow the market (please correct me if I'm wrong): - BS report about bitcoin being some Epstein shill. - If $IREN and $AMZN don't announce that partnership. $IREN is in for a reverse $HIMS pill pattern (See gif) - Weekend action was essentially reversed and we might even end up a little bit - I see cracks though. yields tightening balance sheet potentially lower guidance from the giants. I have cash alrighty. back to the 9-5 grind :( Oh and I bought some $NOW. About 5% of portfolio worth. I think they have AI"  
[X Link](https://x.com/LlamaInvests/status/2018416233474130153)  2026-02-02T20:08Z [---] followers, [---] engagements


"The reverse $HIMS:"  
[X Link](https://x.com/LlamaInvests/status/2018418661912904044)  2026-02-02T20:18Z [---] followers, [---] engagements


"@JUST_KAWS Hoping we get to extreme fear and the market is down big. Then I will deploy :)"  
[X Link](https://x.com/LlamaInvests/status/2018777718695800956)  2026-02-03T20:04Z [---] followers, [--] engagements


"Even if $AMD gives us a relief rally which I think is plausible the market is weak and rotating out of tech it seems. I would take that opportunity to trim if we do get the rally. I hope we get a small one to give those the opportunity and for my $QQQ calls to print but then I would like to trend downward to clear this all up. https://twitter.com/i/web/status/2018798434837225640 https://twitter.com/i/web/status/2018798434837225640"  
[X Link](https://x.com/LlamaInvests/status/2018798434837225640)  2026-02-03T21:27Z [---] followers, [---] engagements


"I am and also am not. On the one hand you never really expect a company to do this well and then dip haha But on the other hand expectations are SO high and the market is already fragile so its almost unless you have a $PLTR like quarter after a little pullback youre likely going down no matter what you report. Well see if this changes with more volume when market opens tomorrow https://twitter.com/i/web/status/2018835181042286706 https://twitter.com/i/web/status/2018835181042286706"  
[X Link](https://x.com/LlamaInvests/status/2018835181042286706)  2026-02-03T23:53Z [---] followers, [--] engagements


"@TradeChronicle Yeah expectations are just too high and market is fragile. $PLTR was special because it was already pulling back and then it had an absolute killer earnings. I would expect more $AMD type situations currently than $PLTR"  
[X Link](https://x.com/LlamaInvests/status/2018835422517051889)  2026-02-03T23:54Z [---] followers, [---] engagements


"W @Polymarket After months of planning we're excited to announce 'The Polymarket' is coming to New York City. New York's first free grocery store. We signed the lease. And we donated $1 million to Food Bank For NYC an organization that changes how our city responds to hunger. 🧵 https://t.co/BGMCWUMz8n After months of planning we're excited to announce 'The Polymarket' is coming to New York City. New York's first free grocery store. We signed the lease. And we donated $1 million to Food Bank For NYC an organization that changes how our city responds to hunger. 🧵 https://t.co/BGMCWUMz8n"  
[X Link](https://x.com/LlamaInvests/status/2018879687934857254)  2026-02-04T02:50Z [---] followers, [--] engagements


"@MSBInvests Yeah Im assuming itll be positive. Time to get into $XME"  
[X Link](https://x.com/LlamaInvests/status/2019103747969073192)  2026-02-04T17:40Z [---] followers, [--] engagements


"@MSBInvests Yeah maybe I just buy $USAR I will just have to hold for [--] days no matter what"  
[X Link](https://x.com/LlamaInvests/status/2019158925854068948)  2026-02-04T21:19Z [---] followers, [---] engagements


"@hamiltonsucks76 @edgaralandough Im not sure but I dont think the democratic nominee will be a dem socialist. but well see"  
[X Link](https://x.com/LlamaInvests/status/2019863856865329545)  2026-02-06T20:00Z [---] followers, [--] engagements


"Stocks no one is talking about on FinTwit but I lowkey like going into 2026: $BLDR $WHR $DECK"  
[X Link](https://x.com/LlamaInvests/status/2006028509852979566)  2025-12-30T15:44Z [---] followers, [---] engagements

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