# ![@LogicalThesis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3236384046.png) @LogicalThesis Logical Thesis

Logical Thesis posts on X about $brze, ai, $rbrk, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::3236384046/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:interactions.svg)

- [--] Week [-------] +97%
- [--] Month [---------] +82%
- [--] Months [---------] +9.90%
- [--] Year [----------] +3.30%

### Mentions: [--] [#](/creator/twitter::3236384046/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:posts_active.svg)

- [--] Week [---] +30%
- [--] Month [---] +37%
- [--] Months [-----] +21%
- [--] Year [-----] -17%

### Followers: [------] [#](/creator/twitter::3236384046/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:followers.svg)

- [--] Week [------] +0.25%
- [--] Month [------] +1.70%
- [--] Months [------] +19%
- [--] Year [------] +56%

### CreatorRank: [-------] [#](/creator/twitter::3236384046/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.55% [finance](/list/finance)  18.44% [technology brands](/list/technology-brands)  11.17% [cryptocurrencies](/list/cryptocurrencies)  2.79% [social networks](/list/social-networks)  1.12% [currencies](/list/currencies)  0.56% [luxury brands](/list/luxury-brands)  0.56% [automotive brands](/list/automotive-brands)  0.56% [countries](/list/countries)  0.56%

**Social topic influence**
[$brze](/topic/$brze) #3, [ai](/topic/ai) 4.47%, [$rbrk](/topic/$rbrk) #11, [in the](/topic/in-the) 3.35%, [growth](/topic/growth) #1296, [$amzn](/topic/$amzn) #1167, [stocks](/topic/stocks) 2.79%, [$pltr](/topic/$pltr) #82, [strong](/topic/strong) 2.23%, [software](/topic/software) #512

**Top accounts mentioned or mentioned by**
[@smallmidcaps](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@rahulsetty](/creator/undefined) [@lvgtoft](/creator/undefined) [@randinvest](/creator/undefined) [@ramsabagrm](/creator/undefined) [@shortseller](/creator/undefined) [@rickandersenb](/creator/undefined) [@rhesane](/creator/undefined) [@r_and_invest](/creator/undefined) [@mike10947310](/creator/undefined) [@andrewp64090323](/creator/undefined) [@1chartmaster](/creator/undefined) [@epictrades1](/creator/undefined) [@greentardscycle](/creator/undefined) [@cacatfishman](/creator/undefined) [@slowlearner18](/creator/undefined) [@freganmitts](/creator/undefined) [@grok](/creator/undefined) [@keremodb](/creator/undefined)

**Top assets mentioned**
[Braze Inc. (BRZE)](/topic/$brze) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [GitLab Inc. (GTLB)](/topic/$gtlb) [Revolution Medicines, Inc. (RVMD)](/topic/$rvmd) [ShockWave Medical, Inc. (SWAV)](/topic/$swav) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Cloudflare, Inc. (NET)](/topic/$net) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Now Coin (NOW)](/topic/$now) [Twilio, Inc. (TWLO)](/topic/$twlo) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [4 (FOUR)](/topic/$four) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rapid Micro Biosystems, Inc.  (RPID)](/topic/$rpid) [Microsoft Corp. (MSFT)](/topic/$msft) [Inari Medical, Inc. (NARI)](/topic/$nari) [Zoom Video Communications Inc (ZM)](/topic/$zm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [RAI Finance (SOFI)](/topic/$sofi) [Okta Inc (OKTA)](/topic/$okta) [Teradyne, Inc. (TER)](/topic/$ter) [Metsera, Inc. (MTSR)](/topic/$mtsr) [Tempus AI, Inc. (TEM)](/topic/$tem) [Prime Medicine, Inc. (PRME)](/topic/$prme) [UiPath, Inc. (PATH)](/topic/$path) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Incyte Corporation (INCY)](/topic/$incy) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Strategy (MSTR)](/topic/$mstr) [Velocity FInancial (VEL)](/topic/$vel)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This earnings season has been horrendous Not much of a shock given we ran a lot in the last 3mo But have there been any standout winners $TER $AMZN $GOOG are a few that come to mind But a looooooot more losers"  
[X Link](https://x.com/LogicalThesis/status/1988745732552290616)  2025-11-12T23:08Z 38.5K followers, [----] engagements


"$SNDA Elderly healthcare REIT essentially Under the radar Strong mgmt team and financials Excellent capital allocators Nice weekly base Nice accumulation Won't even give up the daily 6EMA 9/"  
[X Link](https://x.com/LogicalThesis/status/1991698800839369064)  2025-11-21T02:42Z 38.5K followers, [----] engagements


"For folks who think the biz fundamentals determine price action not TA This is a *very* high quality med device company growing 40% top line with $ISRG founder on the board If you closed on the lost 200d you would have saved yourself -63% drawdown and 10mo of oppty cost $PRCT @Mr_Neutral_Man @Llw8026 Here's another easier example $PRCT lost the 200d (yellow line) support in Jan Then it rallied into it and got rejected (support now turned resistance) You can tell it's strong resistance bc it tested it again months later Had you listened to that first rejection you would have"  
[X Link](https://x.com/LogicalThesis/status/1992644697492521367)  2025-11-23T17:21Z 38.5K followers, 12.1K engagements


"Let's play the tax loss harvesting candidates game for a bounce into January I'll start $DCTH $FOUR $PRCT Which tickers do you got"  
[X Link](https://x.com/LogicalThesis/status/1993761160223707545)  2025-11-26T19:17Z 38.5K followers, 11.6K engagements


"@StockSavvyShay Wow $ASTS super interesting $MTSR now bought out $TEM 👀 $GTLB maybe they BO like you said $PATH 👀 $PRME super interesting"  
[X Link](https://x.com/LogicalThesis/status/2004231253672009879)  2025-12-25T16:42Z 38.5K followers, 11.2K engagements


"Initiated $ACMR Wednesday Shares +10% and Calls +65% on day 1"  
[X Link](https://x.com/LogicalThesis/status/2007116142427677015)  2026-01-02T15:45Z 38.5K followers, [----] engagements


"Bio M&A prediction $SNDX gets acquired by $INCY $4-5B gets it done"  
[X Link](https://x.com/LogicalThesis/status/2010047500372324743)  2026-01-10T17:54Z 38.5K followers, 15.7K engagements


"@eliant_capital Time for $BLND Me thinks"  
[X Link](https://x.com/LogicalThesis/status/2010104024671105252)  2026-01-10T21:38Z 38.5K followers, [----] engagements


"@R_and_Invest @samsolid57 Hey @SpecialSitsNews I can't recall the details of our convo but I thought you made a point that the $MSTR prefs are not as problematic as one thinks"  
[X Link](https://x.com/LogicalThesis/status/2011812625487933571)  2026-01-15T14:48Z 38.5K followers, [---] engagements


"$RVMD took out prior highs bullish accumulation Wen buyout"  
[X Link](https://x.com/LogicalThesis/status/2011902361170821535)  2026-01-15T20:44Z 38.5K followers, [----] engagements


"Death in software is getting out of hand $BRZE just accelerated top line growth And is down -37% from the highs down to Oct [--] bear market lows Huh"  
[X Link](https://x.com/LogicalThesis/status/2012198204071424133)  2026-01-16T16:20Z 38.5K followers, [----] engagements


"Today was the day I got off tax loss selling for $RPID Damn you @Citrini7"  
[X Link](https://x.com/LogicalThesis/status/2012232405151625471)  2026-01-16T18:36Z 38.4K followers, [----] engagements


"@OptionsHawk You might not know this but I shout you out in several spaces DMs and even in my own discord group Don't doubt my support brother it's always there Thank you for the work you do"  
[X Link](https://x.com/LogicalThesis/status/2012262538809917766)  2026-01-16T20:35Z 38.5K followers, [---] engagements


"And to be fair not all the call outs are winners. I lost $14K in those $VEL calls lol But overall hit rate is very good But part of your service is: I have to make the decision I have to live with the wins and losses. So idea generation is very key. But execution and responsibility is on the individual https://twitter.com/i/web/status/2012262771069497502 https://twitter.com/i/web/status/2012262771069497502"  
[X Link](https://x.com/LogicalThesis/status/2012262771069497502)  2026-01-16T20:36Z 38.5K followers, [---] engagements


"@ConnorJBates_ @ContrarianCurse $BRZE"  
[X Link](https://x.com/LogicalThesis/status/2012273591174193587)  2026-01-16T21:19Z 38.5K followers, [----] engagements


"@SixSigmaCapital $RBRK $BRZE are interesting"  
[X Link](https://x.com/LogicalThesis/status/2012283210944889100)  2026-01-16T21:57Z 38.5K followers, [---] engagements


"I bought a software name today Can you guess what it is"  
[X Link](https://x.com/LogicalThesis/status/2013648501369156077)  2026-01-20T16:23Z 38.5K followers, 55.7K engagements


"Today I bought [--] names [--] bio [--] commodity [--] energy [--] software Nice diversification"  
[X Link](https://x.com/LogicalThesis/status/2013682308650356736)  2026-01-20T18:37Z 38.5K followers, [----] engagements


"Hint for yall The new software name is sitting at highs of day on 1.5X volume +5.5% today while market is deep red I bought a software name today Can you guess what it is I bought a software name today Can you guess what it is"  
[X Link](https://x.com/LogicalThesis/status/2013688269049926046)  2026-01-20T19:01Z 38.5K followers, 26.6K engagements


"@dalibali2 See $BRZE today"  
[X Link](https://x.com/LogicalThesis/status/2013701072267944376)  2026-01-20T19:52Z 38.5K followers, [----] engagements


"Bios I don't own but consider here $KURA $TERN $DCTH $PALI $NKTR am waiting for financing $GPCR $RPID ran from me"  
[X Link](https://x.com/LogicalThesis/status/2013992306672886126)  2026-01-21T15:09Z 38.5K followers, [----] engagements


"The fact I've been doing this well with 60% bio exposure and [--] catalysts thus far Patience Gm https://t.co/4wTE8v5MO4 Gm https://t.co/4wTE8v5MO4"  
[X Link](https://x.com/LogicalThesis/status/2014377246627398091)  2026-01-22T16:38Z 38.5K followers, [----] engagements


"$SHMD and $SHMDW now above 10% size total with $50K unrealized gains SHMDW now +215% in like a month"  
[X Link](https://x.com/LogicalThesis/status/2014407353794470031)  2026-01-22T18:38Z 38.4K followers, [----] engagements


"@RahulSetty_ $BRZE $GTLB $BILL"  
[X Link](https://x.com/LogicalThesis/status/2014793947605016677)  2026-01-23T20:14Z 38.5K followers, [----] engagements


"I'm cooked on $RVMD but this is exactly why I have a diversified portfolio. My M&A picks are via a basket approach. 4.65% size won't ruin my day. *MERCK NO LONGER IN TALKS TO BUY REVOLUTION MEDICINES - WSJ $MRK $RVMD . *MERCK NO LONGER IN TALKS TO BUY REVOLUTION MEDICINES - WSJ $MRK $RVMD "  
[X Link](https://x.com/LogicalThesis/status/2015520614640218353)  2026-01-25T20:22Z 38.5K followers, 24.4K engagements


"Exited $RVMD overnight for -17% But overall still green on this position after trading around it a bit I'm cooked on $RVMD but this is exactly why I have a diversified portfolio. My M&A picks are via a basket approach. 4.65% size won't ruin my day. https://t.co/2UT4juTtmz I'm cooked on $RVMD but this is exactly why I have a diversified portfolio. My M&A picks are via a basket approach. 4.65% size won't ruin my day. https://t.co/2UT4juTtmz"  
[X Link](https://x.com/LogicalThesis/status/2015600559764787573)  2026-01-26T01:39Z 38.5K followers, [----] engagements


"@Mike10947310 @spacanpanman A shame I didn't stick with $PRM"  
[X Link](https://x.com/LogicalThesis/status/2015843800246309018)  2026-01-26T17:46Z 38.5K followers, [---] engagements


"Channeling my inner @jfais20"  
[X Link](https://x.com/LogicalThesis/status/2015932693570261365)  2026-01-26T23:39Z 38.4K followers, [----] engagements


"For the life of me I can't understand why $PRCT catches no bids $1.6B mcap $270M cash Guiding for $420M Sales Recent Q adj ebitda loss was -$7M down from -$12M from year prior As revenue scales I'm sure that loss shrinks lower to break even profitability meaning the cash on hand definitely gets them to profitability I suppose a question is: what are end state margins for this biz But they're guiding for 30% top line growth and that could realistically continue So let's say they end up with $200M cash at cash flow break even $1.4B EV $420M sales 3.3X sales And soon we will begin trading on"  
[X Link](https://x.com/LogicalThesis/status/2015936009507410092)  2026-01-26T23:52Z 38.5K followers, [----] engagements


"Wonder if $USAR pulls a $MP after its govt stake HVE candle. any thoughts welcome"  
[X Link](https://x.com/LogicalThesis/status/2015968042816307414)  2026-01-27T02:00Z 38.5K followers, 12.5K engagements


"Right now feels like a good time to be long the mag7 $AMZN $AAPL $MSFT etc I am not long any Perhaps I will regret it. But I am levered long and not sure the RR justifies pushing margin In a bull market I prefer higher beta. Recent breadth tells me this isn't a [----] repeat"  
[X Link](https://x.com/LogicalThesis/status/2016004631688823286)  2026-01-27T04:25Z 38.5K followers, [----] engagements


"@RamsabagRm @AndrewP64090323 Reasonable And probably why this name trades at a discount vs peers who have 80%+ GMs. I think $SWAV had high 80s That deeply impacts long term net margins If SWAV was let's say 85% GMs with 25% net profit margins Then 70% GMs gets you just 10% net profit margins Not great"  
[X Link](https://x.com/LogicalThesis/status/2016016166465290458)  2026-01-27T05:11Z 38.5K followers, [---] engagements


"@RamsabagRm @AndrewP64090323 $ISRG does make sense as a better comp most likely - thanks for that Wonder how some of those other med tech cos had such high margins like $SWAV $NARI"  
[X Link](https://x.com/LogicalThesis/status/2016025649631428938)  2026-01-27T05:49Z 38.5K followers, [---] engagements


"@aaiwani New CEO seems like a plus not a minus"  
[X Link](https://x.com/LogicalThesis/status/2016198258381750407)  2026-01-27T17:14Z 38.5K followers, [---] engagements


"@R_and_Invest $GFS building a big vision"  
[X Link](https://x.com/LogicalThesis/status/2016231372457968052)  2026-01-27T19:26Z 38.5K followers, [----] engagements


"Someone explain $CRDO weakness to me Back down to support"  
[X Link](https://x.com/LogicalThesis/status/2016251074764800117)  2026-01-27T20:44Z 38.5K followers, 13.2K engagements


"@stevehou Long $AAOI but wondering why $CRDO no bid"  
[X Link](https://x.com/LogicalThesis/status/2016255301264306255)  2026-01-27T21:01Z 38.4K followers, [----] engagements


"@ShortSeller Ya I think this is the spot"  
[X Link](https://x.com/LogicalThesis/status/2016264562849546460)  2026-01-27T21:38Z 38.5K followers, [----] engagements


"A single green position in the portfolio can carry the slack of several red positions Todays winner $AAOI +15%"  
[X Link](https://x.com/LogicalThesis/status/2016561686900330659)  2026-01-28T17:19Z 38.5K followers, [----] engagements


"Wonder if weakness in stocks like $FOUR $DCTH has to do with mgmt entering black out period (pause on buybacks)"  
[X Link](https://x.com/LogicalThesis/status/2016565779958026615)  2026-01-28T17:35Z 38.5K followers, [----] engagements


"@AbdrazakAlmas Aren't most companies now in blackout periods though Would correspond with lack of a bid on the recent dips"  
[X Link](https://x.com/LogicalThesis/status/2016569804644372553)  2026-01-28T17:51Z 38.5K followers, [---] engagements


"$AAOI just broke above the [----] highs Now at highest levels since [----] Look at that volume. Decade long base breakout You bullish this thing I am"  
[X Link](https://x.com/LogicalThesis/status/2016571449931420108)  2026-01-28T17:57Z 38.5K followers, [----] engagements


"Note to self: when a buyout rumor is popping off just sell the damn stock and move on"  
[X Link](https://x.com/LogicalThesis/status/2016874880457949294)  2026-01-29T14:03Z 38.5K followers, 14.4K engagements


"Pitch time $ZM H/t @TheBenSchmark $27b mcap $8B cash They have an equity stake in Anthropic at v low valuation (we actually don't know if all the investment that Q went to Anthropic but still likely significant) It could be worth anywhere from $2-4B today and $4-8B in the future when Anthropic IPOs Let's say it's worth $5B $13B off the market cap is $14B EV $2B FCF means 7X EV/FCF And they apparently have AI work that can accelerate their top and bottom line This anthropic stake was only recently acknowledged by analysts The chart is very strong Bounced off 9EMA today as well as prior"  
[X Link](https://x.com/LogicalThesis/status/2017023382920057029)  2026-01-29T23:53Z 38.5K followers, 11.4K engagements


"Idc what anyone says Just look at this chart This is absolutely a brutal market $NET rips and gets clobbered right back below the 200d +26% in [--] days Then -20% in [--] days What the actual eff This type of volatility makes me really cautious and nervous It's too much. Unhealthy $net legit reversed a 25% move in the same week.epic. $net legit reversed a 25% move in the same week.epic"  
[X Link](https://x.com/LogicalThesis/status/2017027591983817165)  2026-01-30T00:10Z 38.5K followers, 17.5K engagements


"lol $AXON just erased 2mo of recovery in [--] days Idc what anyone says Just look at this chart This is absolutely a brutal market $NET rips and gets clobbered right back below the 200d +26% in [--] days Then -20% in [--] days What the actual eff This type of volatility makes me really cautious and nervous It's too much. Unhealthy https://t.co/0lVYZswC8z Idc what anyone says Just look at this chart This is absolutely a brutal market $NET rips and gets clobbered right back below the 200d +26% in [--] days Then -20% in [--] days What the actual eff This type of volatility makes me really cautious and nervous"  
[X Link](https://x.com/LogicalThesis/status/2017044255609672186)  2026-01-30T01:16Z 38.5K followers, [----] engagements


"@Investor_NICK_ Gonna be some nice opportunities on other side of this but tbd how far it goes and if it drags market into a bear"  
[X Link](https://x.com/LogicalThesis/status/2017051850030350537)  2026-01-30T01:46Z 38.5K followers, [---] engagements


"$TPL $LB lose all support Remove from watch list Both rally 25% over next two weeks Sick"  
[X Link](https://x.com/LogicalThesis/status/2017082044833288347)  2026-01-30T03:46Z 38.5K followers, [----] engagements


"$SNDK having a bit of a $NVDA 11/10 post earnings type day lol bro So much for the victory laps Not an easy market https://t.co/Z267MuRmoB lol bro So much for the victory laps Not an easy market https://t.co/Z267MuRmoB"  
[X Link](https://x.com/LogicalThesis/status/2017336600481657066)  2026-01-30T20:38Z 38.4K followers, [----] engagements


"@nataninvesting Eh $SWAV $NARI were both 80% I'm pretty sure Maybe even closer to 90"  
[X Link](https://x.com/LogicalThesis/status/2017633925481566407)  2026-01-31T16:19Z 38.5K followers, [---] engagements


"If you're checking Sunday futures open with [--] events over the weekend Seek help"  
[X Link](https://x.com/LogicalThesis/status/2018112762342506779)  2026-02-02T00:02Z 38.4K followers, 23.2K engagements


"@Mike10947310 Next $TSSI once people realize it's highest beta play to XAI in public mkt"  
[X Link](https://x.com/LogicalThesis/status/2018371607623004269)  2026-02-02T17:11Z 38.4K followers, [----] engagements


"Something I am beginning to incorporate You can buy on pullbacks to support in an uptrend But not on pullbacks to support in a downtrend"  
[X Link](https://x.com/LogicalThesis/status/2018515552634077346)  2026-02-03T02:43Z 38.4K followers, [----] engagements


"Not the time for lower conviction trades You'll get shaken out by volatility"  
[X Link](https://x.com/LogicalThesis/status/2018788533797052834)  2026-02-03T20:47Z 38.5K followers, [----] engagements


"A lot of names I cut at 7-10% losses Maybe I shouldn't have taken those positions to begin with But I always swing on pullbacks to support Either way cutting them has mostly been the right call as most are now down another 20-30% since"  
[X Link](https://x.com/LogicalThesis/status/2018809131214557469)  2026-02-03T22:09Z 38.4K followers, [----] engagements


"@1ChartMaster You can follow the smart money but rotation out of tech and into staples isn't what bull markets are made of Tech is going to need to pick up to keep the bull market intact mathematically. Not enough market cap elsewhere"  
[X Link](https://x.com/LogicalThesis/status/2018884220341678088)  2026-02-04T03:08Z 38.5K followers, [----] engagements


"@1ChartMaster Ya def Look for strength as a trader Just meant more about broad market bull market is tough right now Agree about there's always a bull market somewhere"  
[X Link](https://x.com/LogicalThesis/status/2018889718612758801)  2026-02-04T03:29Z 38.4K followers, [---] engagements


"$SPY The sells overwhelm the buying Low volume float up slapped down by big volume sells for months. On repeat Distribution. Feels like institutional degrossing and it's gonna take more than -2% at the index level to get them interested enough to turn the buy program back on"  
[X Link](https://x.com/LogicalThesis/status/2018895369313321206)  2026-02-04T03:52Z 38.5K followers, [----] engagements


"People probably celebrated too soon with $META Back in the gap"  
[X Link](https://x.com/LogicalThesis/status/2018912273335754805)  2026-02-04T04:59Z 38.5K followers, [----] engagements


"@Curiousjorge65 $BRZE the craziest one after just putting up top line reacceleration"  
[X Link](https://x.com/LogicalThesis/status/2018941331863921085)  2026-02-04T06:54Z 38.5K followers, [----] engagements


"@InvestorMexican The problem is an equal weighted short basket of these shitcos and you still barely make money lol"  
[X Link](https://x.com/LogicalThesis/status/2019072838897197395)  2026-02-04T15:37Z 38.5K followers, [----] engagements


"I don't know the reasoning for this sell off Buyers won't rush in if they were just degrossing unless we have lower prices We can have low volume bounces back But it's giving correction vibes Market is guilty until proven innocent"  
[X Link](https://x.com/LogicalThesis/status/2019106397515112454)  2026-02-04T17:50Z 38.5K followers, [----] engagements


"The tell was: when I posted +9% YTD performance in mid Jan (which is incredible btw) People trolled me in the comments "All that trading and hedging for 9%🤣" Like clock work they learned nothing from Oct Fav retail names are waterfalling lower"  
[X Link](https://x.com/LogicalThesis/status/2019118284000694577)  2026-02-04T18:38Z 38.5K followers, [----] engagements


"It's important to know what you're good at As an active investor my greatest edge is 1) navigating volatility and prioritizing capital preservation during corrections in order to 2) lever long when the opportunity presents itself For me this works better than shorting/hedging"  
[X Link](https://x.com/LogicalThesis/status/2019120150268768289)  2026-02-04T18:45Z 38.5K followers, [----] engagements


"IS SOFTWARE DEAD IWTB STREAM $NOW $TSM $NBIS $DOCN $IREN $CIFR $PLTR $RKLB $ASTS $HOOD $AMZN $MELI $AMD $NVDA $SOFI $GOOGL $AMZN $META $SNOW $MDB $DDOG $GTLB $ADBE https://x.com/i/broadcasts/1YqKDNkXNWaJV https://x.com/i/broadcasts/1YqKDNkXNWaJV"  
[X Link](https://x.com/LogicalThesis/status/2019131199529386429)  2026-02-04T19:29Z 38.5K followers, [----] engagements


"@rottieluvr1 dumb comment"  
[X Link](https://x.com/LogicalThesis/status/2019138204742611370)  2026-02-04T19:57Z 38.4K followers, [--] engagements


"Just as software wants to bounce Qs will roll over Bon appetit"  
[X Link](https://x.com/LogicalThesis/status/2019161860801720492)  2026-02-04T21:31Z 38.5K followers, [----] engagements


"$QQQ below 100d for first time since tariffs or yenmageddon If you are expecting $GOOG to save the market at [--] PE and capex guide of $180B😳 (that means FCF multiple is astronomical) Idk man good luck with all that"  
[X Link](https://x.com/LogicalThesis/status/2019162568812818668)  2026-02-04T21:34Z 38.5K followers, [----] engagements


"@SixSigmaCapital But at what cost Mega caps tank on high capex and mid caps rip Market cap too overwhelming will drag markets down"  
[X Link](https://x.com/LogicalThesis/status/2019164775494873586)  2026-02-04T21:42Z 38.5K followers, [----] engagements


"@SixSigmaCapital @narola_vedant Expectation was $120B $185B is . insane It's like 45% of revenue and more than all of their profits Meaning FCF is abysmal likely big negative Also GCP growth: 1) it's the smallest CSP 2) upside could easily be unexpected success of Gemini and internal use cases"  
[X Link](https://x.com/LogicalThesis/status/2019169218160407022)  2026-02-04T22:00Z 38.5K followers, [---] engagements


"@epictrades1 $GLXY"  
[X Link](https://x.com/LogicalThesis/status/2019177958926409751)  2026-02-04T22:35Z 38.5K followers, [----] engagements


"@qcapital2020"  
[X Link](https://x.com/LogicalThesis/status/2019179135940301023)  2026-02-04T22:39Z 38.5K followers, [----] engagements


"@epictrades1 I know there's a lot of money and high IRR to be made in bounces But I can't get myself excited about buying anything right now"  
[X Link](https://x.com/LogicalThesis/status/2019179771788496988)  2026-02-04T22:42Z 38.4K followers, [---] engagements


"$IGV hourly not as convincing but perhaps selling is over for the most part for now Probably good for a bounce Damn yesterday was $IGV HVE Today 1.5X higher and dip was bought Interesting https://t.co/PkfwQkGVcC Damn yesterday was $IGV HVE Today 1.5X higher and dip was bought Interesting https://t.co/PkfwQkGVcC"  
[X Link](https://x.com/LogicalThesis/status/2019212713436803540)  2026-02-05T00:53Z 38.5K followers, [----] engagements


"@ManthanTweets1 I saw - and so I bought some AH :) let's hope it does not fail me I have short leash on everything in this environment But software looks good to bounce and as we have discussed this name should be resilient re:AI Debating what else to buy in software"  
[X Link](https://x.com/LogicalThesis/status/2019216628123345003)  2026-02-05T01:08Z 38.5K followers, [---] engagements


"Spent the last couple hours reflecting on all the price action $RSP and sector ETFs $XLI $XLE etc show that you can still have full equity exposure Just not to high beta growth or large cap tech You can be fully allocated to names you like with good technicals & fundamentals"  
[X Link](https://x.com/LogicalThesis/status/2019229515940262365)  2026-02-05T02:00Z 38.5K followers, [----] engagements


"I don't think cash is the answer Capex and spending is there Consumer holding up Economy reaccelerating Many sectors hitting ATHs Seems silly to hold cash. Just don't buy the things waterfalling lower or the big tech that is spending $100-200B in capex. They are the sacrifice in the market Only issue is: how do you square the two Without big tech Qs can't hold up SPY can't hold up. Can the bull market persist Uncharted territory. Rule would be to go based off individual holdings https://twitter.com/i/web/status/2019230294969376893 https://twitter.com/i/web/status/2019230294969376893"  
[X Link](https://x.com/LogicalThesis/status/2019230294969376893)  2026-02-05T02:03Z 38.5K followers, [----] engagements


"@RahulSetty_ Maybe he got a better job opportunity Or life reasons No point speculating imo"  
[X Link](https://x.com/LogicalThesis/status/2019231977271095601)  2026-02-05T02:09Z 38.5K followers, [----] engagements


"I don't think this is the end of the bull market"  
[X Link](https://x.com/LogicalThesis/status/2019232329961730305)  2026-02-05T02:11Z 38.5K followers, [----] engagements


"@lvgtoft The truth is I have low risk tolerance But I'm quick to react and pull the cord on a trade if it goes against me"  
[X Link](https://x.com/LogicalThesis/status/2019239948893974573)  2026-02-05T02:41Z 38.5K followers, [--] engagements


"All I know is I'm glad I set my tax funds aside in Q4 (literally at the market top) Well I'm glad I took out big withdrawals to 1) pay off my new car in full 2) build a large chunk of my tax fund My best skill is determining risk:reward Well I'm glad I took out big withdrawals to 1) pay off my new car in full 2) build a large chunk of my tax fund My best skill is determining risk:reward"  
[X Link](https://x.com/LogicalThesis/status/2019242618753015886)  2026-02-05T02:52Z 38.5K followers, [----] engagements


"@RahulSetty_ FWIW you are losing CRO and President (Global Sales) For President (formerly GVP Sales) With 8y of exec level experience at MDB I think they'll be alright"  
[X Link](https://x.com/LogicalThesis/status/2019273797241827511)  2026-02-05T04:56Z 38.5K followers, [---] engagements


"@RahulSetty_ Also to be fair at twilio the COO also left [--] months prior"  
[X Link](https://x.com/LogicalThesis/status/2019277333790879832)  2026-02-05T05:10Z 38.5K followers, [---] engagements


"@RahulSetty_ Lastly $TWLO has little read through to $RBRK beyond the CRO leaving When you put the two softwares next to each other One is a commodity the other isn't"  
[X Link](https://x.com/LogicalThesis/status/2019278049783734409)  2026-02-05T05:12Z 38.5K followers, [---] engagements


"@greentardscycle That's what we see but mathematically SPY cannot remain in a bull market if Qs roll over"  
[X Link](https://x.com/LogicalThesis/status/2019282453723283641)  2026-02-05T05:30Z 38.5K followers, [---] engagements


"@RahulSetty_ There's execution risk everywhere Perhaps early on it was mismanagement But ultimately $TWLO is the poster child for AI disruption It pains me to say this given I'd love to be a $BRZE bull But look how that's getting crushed. And it isn't mismanaged"  
[X Link](https://x.com/LogicalThesis/status/2019283574332223577)  2026-02-05T05:34Z 38.5K followers, [---] engagements


"Big tech is just not the place to be Requires too much liquidity to keep these market caps up Not to mention if they are spending on capex they have no $$ to buyback stock That persistent bid held the market up"  
[X Link](https://x.com/LogicalThesis/status/2019432697232560344)  2026-02-05T15:27Z 38.5K followers, [----] engagements


"If market is truly showing breadth expansion then it will also find value where it exists And the market should begin to separate value from growth at any price"  
[X Link](https://x.com/LogicalThesis/status/2019473813893968142)  2026-02-05T18:10Z 38.5K followers, [----] engagements


"$IGV new lows $RBRK not yet Important to note $MSFT $PLTR $ORCL $NOW are in IGV and they all had new lows today This index is no longer a good gauge for software broadly. Moreso it confirms large cap software is not the place to be"  
[X Link](https://x.com/LogicalThesis/status/2019479935753372126)  2026-02-05T18:35Z 38.5K followers, [----] engagements


"Have not navigated perfectly Now red on the year 36% cash and willing to raise more"  
[X Link](https://x.com/LogicalThesis/status/2019513363634753825)  2026-02-05T20:48Z 38.5K followers, [----] engagements


"@Funkdepot I make these posts always and especially because people try to call me out when i post big green gains Keep it 💯 always"  
[X Link](https://x.com/LogicalThesis/status/2019515036239294869)  2026-02-05T20:54Z 38.5K followers, [---] engagements


"$AMZN cooked -10% Just what the market needed"  
[X Link](https://x.com/LogicalThesis/status/2019518539854700769)  2026-02-05T21:08Z 38.5K followers, [----] engagements


"Crypto just speed running a bear market"  
[X Link](https://x.com/LogicalThesis/status/2019549432627540137)  2026-02-05T23:11Z 38.5K followers, [----] engagements


"@WladCasanova This feels like more bear market action imo but tbd"  
[X Link](https://x.com/LogicalThesis/status/2019551359897596145)  2026-02-05T23:19Z 38.5K followers, [---] engagements


"It's crazy bc I think we all thought $BTC would find support at 69K Crypto just speed running a bear market Crypto just speed running a bear market"  
[X Link](https://x.com/LogicalThesis/status/2019551438255640877)  2026-02-05T23:19Z 38.5K followers, [----] engagements


"@MadThunderdome 1) I work in AI 2) I believe in AI 3) we're talking about stocks not AI 4) you're upset bc you're a bagholder Cry more"  
[X Link](https://x.com/LogicalThesis/status/2019554530355232896)  2026-02-05T23:31Z 38.5K followers, [---] engagements


"@baggedtrader @saylor Way lower"  
[X Link](https://x.com/LogicalThesis/status/2019557682978628040)  2026-02-05T23:44Z 38.5K followers, [--] engagements


"@getderb Nice what has led to it"  
[X Link](https://x.com/LogicalThesis/status/2019559590833348890)  2026-02-05T23:51Z 38.5K followers, [---] engagements


"@RickAndersenB That's incredible tbh"  
[X Link](https://x.com/LogicalThesis/status/2019562013836673325)  2026-02-06T00:01Z 38.5K followers, [---] engagements


"I feel like market saying "nah that capex number ain't gonna work for us" The companies receiving the billions in capex are getting nuked harder than the ones spending it. $NBIS $EOSE $TE $BE The companies receiving the billions in capex are getting nuked harder than the ones spending it. $NBIS $EOSE $TE $BE"  
[X Link](https://x.com/LogicalThesis/status/2019563428965412932)  2026-02-06T00:06Z 38.5K followers, [----] engagements


"We're gonna have GDP and unemployment ripping at the same time Gotta be a first"  
[X Link](https://x.com/LogicalThesis/status/2019590684907635116)  2026-02-06T01:55Z 38.5K followers, [----] engagements


"@AloraCapital Dw I'm handing over a Ferrari to the govt in a few weeks"  
[X Link](https://x.com/LogicalThesis/status/2019594756461064547)  2026-02-06T02:11Z 38.5K followers, [---] engagements


"This is the issue with today's market People are so used to the V Will have [--] clue what to do if we grind painfully lower V-shape recovery incoming. V-shape recovery incoming"  
[X Link](https://x.com/LogicalThesis/status/2019595083323175019)  2026-02-06T02:12Z 38.5K followers, [----] engagements


"@smallmidcaps What's the fundamental reason for having one"  
[X Link](https://x.com/LogicalThesis/status/2019596294252306805)  2026-02-06T02:17Z 38.5K followers, [---] engagements


"@smallmidcaps High unemployment + High capex which will not allow for big tech buybacks which has held those stocks up Where is the liquidity going to come from to keep theee stocks afloat"  
[X Link](https://x.com/LogicalThesis/status/2019597785180594324)  2026-02-06T02:23Z 38.5K followers, [---] engagements


"@smallmidcaps Well clearly shareholders are not okay with this high of capex It also changes the asset light nature of the businesses Probably demands less of a premium multiple esp if people extrapolate capex trends"  
[X Link](https://x.com/LogicalThesis/status/2019602276479037622)  2026-02-06T02:41Z 38.5K followers, [--] engagements


"@UrInsideMan Not a big deal"  
[X Link](https://x.com/LogicalThesis/status/2019605815133692249)  2026-02-06T02:55Z 38.5K followers, [---] engagements


"Everyone expected midterm year volatility But everyone expected the correction to come in Q2 Instead we front run it in Q1 Similar to how we front ran Uptober in Sep last year"  
[X Link](https://x.com/LogicalThesis/status/2019637060152525014)  2026-02-06T04:59Z 38.5K followers, [----] engagements


"Cope @GuyAdamiFan Is it wrong I get happy seeing charts like that And even happier when I know and own shares in the company @GuyAdamiFan Is it wrong I get happy seeing charts like that And even happier when I know and own shares in the company"  
[X Link](https://x.com/LogicalThesis/status/2019639681865118215)  2026-02-06T05:09Z 38.5K followers, [----] engagements


"$CVNA $PLTR feel like a couple of the best shorts out there right now Still meat on the bone Happy to hear what others think @DeepSailCapital"  
[X Link](https://x.com/LogicalThesis/status/2019797685335654454)  2026-02-06T15:37Z 38.5K followers, [----] engagements


"Just let the correction run its course There will be a liquidity grab at lower levels Then we can resume up only"  
[X Link](https://x.com/LogicalThesis/status/2019800624364396614)  2026-02-06T15:49Z 38.5K followers, [----] engagements


"$QQQ could close above weekly 21EMA today which has been a clear line in the sand That would stick save the market for continued upside This stick save feels a little different bc many big tech and growth leaders are well below their 200d Could fuel upside or downside. Tough call"  
[X Link](https://x.com/LogicalThesis/status/2019808475942162646)  2026-02-06T16:20Z 38.5K followers, [----] engagements


"My portfolio is up +3.5% today outpacing all indices while holding 43% cash That's bc I have higher beta holdings While we are in chop this is a way for me to reduce volatility in my portfolio Until I can find the right places and time to allocate the cash"  
[X Link](https://x.com/LogicalThesis/status/2019824696863387786)  2026-02-06T17:25Z 38.5K followers, [----] engagements


"@SeaKingOptions It's tired"  
[X Link](https://x.com/LogicalThesis/status/2019862232981786840)  2026-02-06T19:54Z 38.5K followers, [---] engagements


"Bounce was expected today But before you celebrate please check the charts Lower volume today vs past week Into resistance from the downside (or in many cases still far below) This remains a distribution market with oversold relief bounces/short covering Guilty until innocent"  
[X Link](https://x.com/LogicalThesis/status/2019863962750447881)  2026-02-06T20:01Z 38.5K followers, [----] engagements


"Imo the move is to avoid big tech and growth leaders at this moment They are broken They need time to consolidate and repair Best to look elsewhere for excess cash like $RSP $MDY etc"  
[X Link](https://x.com/LogicalThesis/status/2019872161654272209)  2026-02-06T20:33Z 38.5K followers, [----] engagements


"@smallmidcaps @Cacatfishman Or could you have a [----] situation play out where it's a long grind lower FWIW i think we are still mid cycle but i think tech and thus market cap weighted index is dead money for majority of this year Not the end of the bull Same goes for leading growth stocks from last 2y"  
[X Link](https://x.com/LogicalThesis/status/2019915990507901131)  2026-02-06T23:27Z 38.5K followers, [--] engagements


"@smallmidcaps @Cacatfishman Point is we don't need a V recovery every single time And imo action for last 3mo shows we will not get one in tech and growth unless we grind lower to buyable levels first"  
[X Link](https://x.com/LogicalThesis/status/2019929861322863031)  2026-02-07T00:23Z 38.5K followers, [--] engagements


"@RahulSetty_ My fav part of this story is The fundamental story was already deteriorating Then we get an announced DOJ probe And peoples' first response is"  
[X Link](https://x.com/LogicalThesis/status/2020180063564775533)  2026-02-07T16:57Z 38.5K followers, [----] engagements


"@A_May_MD No brainer for them to short the stock if they hold the notes Stop loss at [--] Now they had a free short [--] to [--] and are still owed the debt"  
[X Link](https://x.com/LogicalThesis/status/2020233967052689556)  2026-02-07T20:31Z 38.5K followers, [----] engagements


"@SixSigmaCapital How could you possibly come to that conclusion when all of their growth was compounded GLP 1"  
[X Link](https://x.com/LogicalThesis/status/2020268844988903666)  2026-02-07T22:50Z 38.5K followers, [----] engagements


"@Andrew__Bevill Slow grind to 0"  
[X Link](https://x.com/LogicalThesis/status/2020268895433900229)  2026-02-07T22:50Z 38.5K followers, [---] engagements


"@ScottishKirk Yea I'm wondering why it's breaking down Everything was going so well for them Stock cheap too"  
[X Link](https://x.com/LogicalThesis/status/2020285362544025622)  2026-02-07T23:55Z 38.5K followers, [---] engagements


"@Venu_7_ Think you meant NXT ENPH is residential Utility / industrial projects make more sense imo but what do I know"  
[X Link](https://x.com/LogicalThesis/status/2020292754119761975)  2026-02-08T00:25Z 38.5K followers, [---] engagements


"@WolfRyan @SixSigmaCapital 49% growth but Q4 looking like down to 25% That growth is dwindling Their new avenue shut down And I wonder how long until they come after their injectable at this point"  
[X Link](https://x.com/LogicalThesis/status/2020319017173676386)  2026-02-08T02:09Z 38.5K followers, [---] engagements


"Can't be good for bonds $TLT So much for a hawkish incoming Fed chair. A FedTreasury accord thats about to fundamentally reshape interest rates. None of us own enough hard assets. H/t @zerohedge https://t.co/6PPGDJ9BAq So much for a hawkish incoming Fed chair. A FedTreasury accord thats about to fundamentally reshape interest rates. None of us own enough hard assets. H/t @zerohedge https://t.co/6PPGDJ9BAq"  
[X Link](https://x.com/LogicalThesis/status/2020630984119730609)  2026-02-08T22:49Z 38.5K followers, 10.4K engagements


"@richtrades100 @SlowLearner18 There is at best incremental value add of a human vs AI thinking in current state And that gap is shrinking But either way - again you can have the best [--] people do the job of 10"  
[X Link](https://x.com/LogicalThesis/status/2020653023480123865)  2026-02-09T00:16Z 38.5K followers, [---] engagements


"@RHouseResearch Long $ZM"  
[X Link](https://x.com/LogicalThesis/status/2020658088681013391)  2026-02-09T00:36Z 38.5K followers, [----] engagements


"@OrdinalMac Lack of independence of the fed is not bullish"  
[X Link](https://x.com/LogicalThesis/status/2020659098149429311)  2026-02-09T00:40Z 38.5K followers, [---] engagements


"@goddreng10 Rather own $LC"  
[X Link](https://x.com/LogicalThesis/status/2021114692647993789)  2026-02-10T06:51Z 38.5K followers, [---] engagements


"@Bullshark_2012 I disagree It'll always find a way to disappoint even in good software times But perhaps can get acquired by $PANW or something I prefer $RBRK in cybersec"  
[X Link](https://x.com/LogicalThesis/status/2021269266226430045)  2026-02-10T17:05Z 38.5K followers, [---] engagements


"@Rhesane That's one of em🎯"  
[X Link](https://x.com/LogicalThesis/status/2021297670749573247)  2026-02-10T18:58Z 38.5K followers, [--] engagements


"@CapitalFang $GENK is run horribly Hide behind "restaurant lvl adj ebitda margins" but shareholders will never see a dime of it"  
[X Link](https://x.com/LogicalThesis/status/1999961521598890174)  2025-12-13T21:55Z 38.5K followers, [----] engagements


"Best AI data center energy names I keep seeing $TE now but it's run a lot fast $PSIX hate how it trades + China exposure $TLN $ENS $POWL not sure they'll move the needle the way I'd want $FLNC perhaps But it's run a lot from lows + low margins $HPS.TO What do you like"  
[X Link](https://x.com/LogicalThesis/status/2001152924131713290)  2025-12-17T04:50Z 38.5K followers, 16.4K engagements


"Anyone else brave enough to post YTD"  
[X Link](https://x.com/LogicalThesis/status/2019558330189193712)  2026-02-05T23:46Z 38.5K followers, 15.2K engagements


"Sorry but is this not freaking anyone else out How quickly we are about to replace many high earning jobs. The economy thrives off the upper K What then https://t.co/eiC4QuFC39 https://t.co/eiC4QuFC39"  
[X Link](https://x.com/LogicalThesis/status/2020631276534026568)  2026-02-08T22:50Z 38.5K followers, 55.2K engagements


"@ShortSeller Yes I am still long a few hardware names like AAOI which look good ZM which is a bit more value oriented and riding Anthropic tailwind I am just being patient for now Either needs time to base Or a flush But either way a lot of tech does not look buyable for a sustainable uptrend"  
[X Link](https://x.com/LogicalThesis/status/2020945215549472816)  2026-02-09T19:37Z 38.5K followers, [---] engagements


"@R_and_Invest But mid single digit QoQ is a huge decel"  
[X Link](https://x.com/LogicalThesis/status/2020975147524775950)  2026-02-09T21:36Z 38.5K followers, [---] engagements


"Man I am having trouble resisting the urge of buying software stocks"  
[X Link](https://x.com/LogicalThesis/status/2021113844001800521)  2026-02-10T06:47Z 38.5K followers, [----] engagements


"@PiyDW And it fits the value set up but no real upside Just kinda chugs along"  
[X Link](https://x.com/LogicalThesis/status/2021483812820222130)  2026-02-11T07:17Z 38.5K followers, [---] engagements


"A few names I think do really well but am too scared to buy a nosedive $BRZE $RBRK $SE probably a handful of others"  
[X Link](https://x.com/LogicalThesis/status/2018713071351377974)  2026-02-03T15:47Z 38.5K followers, [----] engagements


"$SOFI below 200d $LC above 200d Valuation matters Bring the hate comments"  
[X Link](https://x.com/LogicalThesis/status/2018717744233939377)  2026-02-03T16:06Z 38.5K followers, [----] engagements


"Omg lol $HIMS to $5 *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS"  
[X Link](https://x.com/LogicalThesis/status/2020263483686936896)  2026-02-07T22:28Z 38.5K followers, 34K engagements


"Is this poorly worded or what does this mean $CRDO Huge beat but. "Looking towards the end of fiscal year [----] and into fiscal [----] Credo expects sequential revenue growth in the mid-single digits leading to more than 200% year-over-year growth in the current fiscal year.""  
[X Link](https://x.com/LogicalThesis/status/2020973300160266516)  2026-02-09T21:29Z 38.5K followers, [----] engagements


"I'm assuming it means mid single digit QoQ But that's a huge decel Last Q 20% QoQ growth This Q 51% QoQ growth Then that drops off to 6% Huh This is actually no good lol $CRDO"  
[X Link](https://x.com/LogicalThesis/status/2020973973098602891)  2026-02-09T21:31Z 38.5K followers, [----] engagements


"Long $NOW Short $PLTR as a good pair trade perhaps"  
[X Link](https://x.com/LogicalThesis/status/2021064222285906050)  2026-02-10T03:30Z 38.5K followers, [----] engagements


"84% long -10% short 26% cash"  
[X Link](https://x.com/LogicalThesis/status/2021271622272025035)  2026-02-10T17:14Z 38.5K followers, [----] engagements


"Err is there any news on $BRZE I don't see anything +10% AH"  
[X Link](https://x.com/LogicalThesis/status/2021344004227633166)  2026-02-10T22:02Z 38.5K followers, [----] engagements


"@dividendology Surprised $TWLO is here but no $BRZE And no $RBRK"  
[X Link](https://x.com/LogicalThesis/status/2021424954433303002)  2026-02-11T03:24Z 38.5K followers, [----] engagements


"Doesn't this kill $PLTR premium OpenAI and Anthropic are expanding into consulting roles as large enterprise customers struggle to deploy reliable AI agents out of the box. OpenAI is reportedly hiring hundreds of engineers to help clients integrate models like ChatGPT into real systems tailoring them with https://t.co/cukiAPndJH OpenAI and Anthropic are expanding into consulting roles as large enterprise customers struggle to deploy reliable AI agents out of the box. OpenAI is reportedly hiring hundreds of engineers to help clients integrate models like ChatGPT into real systems tailoring"  
[X Link](https://x.com/LogicalThesis/status/2021450943137738845)  2026-02-11T05:07Z 38.5K followers, [----] engagements


"Someone who has used AI in a practical work setting and seen the frightening pace of innovation and its ability to replace 70% of white collar jobs overnight The article's main points are very real and reasonable and isn't meant to "sell you a sub for $20" $20 is laughable for the value you get btw. The fact that you are making fun of the $20 sub makes me think you don't even have one which would make you even less equipped to comment on this topic"  
[X Link](https://x.com/LogicalThesis/status/2021465111047831900)  2026-02-11T06:03Z 38.5K followers, [----] engagements


"@Koomberi @freganmitts Irrelevant point and most of my stock investments are not AI related Half my portfolio is in biotech Next"  
[X Link](https://x.com/LogicalThesis/status/2021480960253116580)  2026-02-11T07:06Z 38.5K followers, [---] engagements


"Amid chop hell I'll take it 86% long (17 positions) -10% short (4 positions) 24% cash +3% outperformance"  
[X Link](https://x.com/LogicalThesis/status/2021696886470483997)  2026-02-11T21:24Z 38.5K followers, [----] engagements


"i cant square the strong $LC quarter with the departure of chairman and chief risk officer. probably an avoid idk. like a why bother situation might be worth listening to the call"  
[X Link](https://x.com/LogicalThesis/status/2016624075825987615)  2026-01-28T21:27Z 38.5K followers, [----] engagements


"Kind of insane how hot it is today Literally a beach day in January lol And the whole weekend"  
[X Link](https://x.com/LogicalThesis/status/2017352847202074778)  2026-01-30T21:42Z 38.5K followers, [----] engagements


"$RBRK at tariff tantrum Lows Will it hold"  
[X Link](https://x.com/LogicalThesis/status/2019214697837502569)  2026-02-05T01:01Z 38.5K followers, [----] engagements


"I don't think I've seen so many sector indices look so strong $XLI $XLB $XLE $XLP $XHB while tech $QQQ and $SPY look like they're gonna puke and roll over $XLY also weak Very difficult to square this"  
[X Link](https://x.com/LogicalThesis/status/2019488388831756593)  2026-02-05T19:08Z 38.5K followers, [----] engagements


"My base case is Market is mid cycle Tech and growth chops all year while other sectors win Tech sideways to down $RSP up with several sectors $SPY sideways to slightly up "Investors" from last 2y aka momentum retail traders will get rinsed as that trade will not work this year Make valuations great again. Bring back fundamentals. Normalize the market. Healthy. https://twitter.com/i/web/status/2019917690337673309 https://twitter.com/i/web/status/2019917690337673309"  
[X Link](https://x.com/LogicalThesis/status/2019917690337673309)  2026-02-06T23:34Z 38.5K followers, [----] engagements


"So what's wrong with $FSLR"  
[X Link](https://x.com/LogicalThesis/status/2020283377673465912)  2026-02-07T23:47Z 38.5K followers, [----] engagements


"@ShortSeller It doesn't look horrific It just doesn't look like it can get off the mat Feels heavy still Here's a few charts Right into trying to reclaim its first level But I've seen these charts before"  
[X Link](https://x.com/LogicalThesis/status/2020941951022006747)  2026-02-09T19:24Z 38.5K followers, [----] engagements


"@blondebroker1 lol you probably shouldn't have take my screenshot given I'm highlighting/pointing out a bearish statement here"  
[X Link](https://x.com/LogicalThesis/status/2020974899330941327)  2026-02-09T21:35Z 38.5K followers, [----] engagements


"@SixSigmaCapital @ZaStocks Well something to note is they are early in their monetization story So that could make sense for revenue growth And operating margins are high but pretty sure they have 90% GMs So could be accurate"  
[X Link](https://x.com/LogicalThesis/status/2021030710015033579)  2026-02-10T01:17Z 38.5K followers, [---] engagements


"@xavitooreal @grok is this video snippet about Kevin warsh or JPow"  
[X Link](https://x.com/LogicalThesis/status/2021053682033492150)  2026-02-10T02:48Z 38.5K followers, [----] engagements


"@R_and_Invest Thanks for this write up Good take Interesting"  
[X Link](https://x.com/LogicalThesis/status/2021062285712850966)  2026-02-10T03:22Z 38.5K followers, [---] engagements


"@Ja_Chou @KeremODB I don't think PLTR has its own LLM which means they're just leveraging someone else's like OAI lol"  
[X Link](https://x.com/LogicalThesis/status/2021481770001322421)  2026-02-11T07:09Z 38.5K followers, [---] engagements


"@lvgtoft i tried bottom fishing. always regret. gonna give it time"  
[X Link](https://x.com/LogicalThesis/status/2021656470761390098)  2026-02-11T18:43Z 38.5K followers, [---] engagements


"What's the best way to get long rising unemployment that isn't: 1) $TLT bc 1) other country's want to dump it 2) inflation may pick up 3) lack of fed independence 2) $XLP since staples trade more expensive than $MAGS What are we thinking"  
[X Link](https://x.com/LogicalThesis/status/2020874182331179342)  2026-02-09T14:55Z 38.5K followers, [----] engagements


"Ok we get it you're all industrials and materials experts now But let's be real Very little in tech and growth land look buyable after this bounce So enough with the celebrations on an expected oversold bounce"  
[X Link](https://x.com/LogicalThesis/status/2020934729764307396)  2026-02-09T18:56Z 38.5K followers, [----] engagements


"I kinda like $TTAN"  
[X Link](https://x.com/LogicalThesis/status/2021296917582577894)  2026-02-10T18:55Z 38.5K followers, [----] engagements


"Damn bro whys it down Oh 30X sales for a hardware stock $ALAB @AsteraLabs gigantic ALAB far exceeded gudiance for all metrics that we cover with the top line showing 92% growth versus estimates of 77% and non-GAAP operating margin exceeded 40% and operating income exceeded $100M for the first time ever in a single quarter. Q1 https://t.co/bsS0NDFlzx $ALAB @AsteraLabs gigantic ALAB far exceeded gudiance for all metrics that we cover with the top line showing 92% growth versus estimates of 77% and non-GAAP operating margin exceeded 40% and operating income exceeded $100M for the first time ever"  
[X Link](https://x.com/LogicalThesis/status/2021333705806221711)  2026-02-10T21:21Z 38.5K followers, 11.6K engagements


"Surprised $OKTA has held up so well"  
[X Link](https://x.com/LogicalThesis/status/2021425658514268290)  2026-02-11T03:26Z 38.5K followers, [----] engagements


"$OKTA trading at 16x FCF growing top line at 12% Hmmm"  
[X Link](https://x.com/LogicalThesis/status/2021428187033632995)  2026-02-11T03:36Z 38.5K followers, [----] engagements


"Latest round at $350B implies this is trading 12X sales This is going to $1T innit Anthropics revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) https://t.co/7yuz2FL1Au Anthropics revenue ramp: 2021: Founded 2022: $10 million 2023: $100 million 2024: $1 Billion 2025: $9 Billion 2026: $30 Billion (est) https://t.co/7yuz2FL1Au"  
[X Link](https://x.com/LogicalThesis/status/2021469689042649382)  2026-02-11T06:21Z 38.5K followers, [----] engagements


"@Ja_Chou @KeremODB They'll figure it out"  
[X Link](https://x.com/LogicalThesis/status/2021480430290292764)  2026-02-11T07:04Z 38.5K followers, [--] engagements


"gonna take a while for software to recover. climbing the Claude wall of worry as the Claude thesis strengthens daily. swimming upstream while the current gets stronger and while theyre cheap on historic metrics theyre not cheap w/ SBC vs other sectors esp if margins erode"  
[X Link](https://x.com/LogicalThesis/status/2021655910930919853)  2026-02-11T18:41Z 38.5K followers, [----] engagements


"point is: difficult to stick your neck out. no one wants to be the first buyer. and look at the reactions on $NET $SHOP $KVYO solid earnings all [--] sold off hard. every software chart with a h pattern (dead cat bounce) these need time to digest/base and show stability over Qs"  
[X Link](https://x.com/LogicalThesis/status/2021656097896214719)  2026-02-11T18:42Z 38.5K followers, [----] engagements


"@Mike10947310 When's that bill expected to pass"  
[X Link](https://x.com/LogicalThesis/status/2021687053847875786)  2026-02-11T20:45Z 38.5K followers, [---] engagements


"@PurpleDrink_LLC Imagine thinking we don't know this is the biggest cap lol Ya they're using AI but can't fix their UI"  
[X Link](https://x.com/LogicalThesis/status/2021789628416897130)  2026-02-12T03:33Z 38.5K followers, [---] engagements

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