# ![@MetacriticCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1494812868948152321.png) @MetacriticCap MetaCritic Capital

MetaCritic Capital posts on X about $googl, meta, money, $nvda the most. They currently have [-------] followers and [----] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1494812868948152321/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494812868948152321/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1494812868948152321/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494812868948152321/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1494812868948152321/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494812868948152321/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1494812868948152321/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1494812868948152321/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [us election](/list/us-election) 

**Social topic influence**
[$googl](/topic/$googl), [meta](/topic/meta), [money](/topic/money), [$nvda](/topic/$nvda), [$msft](/topic/$msft), [stocks](/topic/stocks), [ai](/topic/ai), [open ai](/topic/open-ai), [microsoft](/topic/microsoft), [$intc](/topic/$intc)

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@thestalwart](/creator/undefined) [@grok](/creator/undefined) [@citrini7](/creator/undefined) [@jerrycap](/creator/undefined) [@byrnehobart](/creator/undefined) [@bluthcapital](/creator/undefined) [@bucketshopcap](/creator/undefined) [@atelicinvest](/creator/undefined) [@borrowedideas](/creator/undefined) [@buccocapital](/creator/undefined) [@ccmbrett](/creator/undefined) [@dalibali2](/creator/undefined) [@chairliftcap](/creator/undefined) [@noahpinion](/creator/undefined) [@pekwat](/creator/undefined) [@revcap](/creator/undefined) [@rebrandasy](/creator/undefined) [@whentofoldem](/creator/undefined) [@quantian1](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Intel Corporation (INTC)](/topic/$intc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Crocs, Inc. (CROX)](/topic/$crox) [Salesforce Inc (CRM)](/topic/$crm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Gartner Inc (IT)](/topic/$it) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Roper Technologies Inc (ROP)](/topic/$rop) [Adobe, Inc. (ADBE)](/topic/$adbe) [Snowflake Inc. (SNOW)](/topic/$snow) [Intuit Inc. (INTU)](/topic/$intu) [Bitcoin (BTC)](/topic/bitcoin) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Twilio, Inc. (TWLO)](/topic/$twlo) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Charter Communications Inc (CHTR)](/topic/$chtr) [Netflix Inc (NFLX)](/topic/$nflx) [IBM (IBM)](/topic/ibm) [DisChain (DIS)](/topic/$dis) [Micron Technology, Inc. (MU)](/topic/$mu) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Dell Technologies, Inc. (DELL)](/topic/dell) [Brookfield Corporation (BN)](/topic/$bn) [Spotify Technology (SPOT)](/topic/$spot) [Advanced Micro Devices (AMD)](/topic/$amd) [Bio Protocol (BIO)](/topic/$bio) [Mastercard, Inc. (MA)](/topic/$ma) [Shopify Inc (SHOP)](/topic/$shop) [ARK Innovation ETF (ARKK)](/topic/$arkk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What is the most American companies that aren't globalized and could endure a world where shit goes full nationalistic Railroads $UNP $CSX Healthcare $PFE $MRK $UNH Fracking O&G Defense $BA Berkshire $BRK Intel $INTC Telecom $CHTR $TMUS $T"  
[X Link](https://x.com/MetacriticCap/status/1502355577078431751)  2022-03-11T18:47Z [----] followers, [--] engagements


"The idea that westerners will suddenly watch live commerce just because Chinese do is laughable. Sir have you seen DIS AMZN NFLX WBD PARA AAPL capital expenditures There's a streaming wars right now. Why would anyone watch live commerce"  
[X Link](https://x.com/MetacriticCap/status/1518024959737610241)  2022-04-24T00:32Z [----] followers, [--] engagements


"@bevangoldswain Also does $RACE. Is a big company but not a trillion one"  
[X Link](https://x.com/MetacriticCap/status/1523368216441294848)  2022-05-08T18:24Z [----] followers, [--] engagements


""Don't be seduced to thinking that that which does not make a profit is without value." - Arthur Miller Bloomberg is clearly giving a call to buy non-profit tech Long $S $ROKU $CHWY $TWTR"  
[X Link](https://x.com/MetacriticCap/status/1532342254223892481)  2022-06-02T12:43Z [----] followers, [--] engagements


"Me: discovers that $SOUN soundhound has a stock Look at the board. "Fuck the chairman is a former CFO of $AI." Move on"  
[X Link](https://x.com/MetacriticCap/status/1533846242177994752)  2022-06-06T16:20Z [----] followers, [--] engagements


"$NFLX can't buy $ROKU because it's a mistake you can't make. "Guys Wood really wanted to do this but I said 'go make your company if you want TV Hardware so much' but I was wrong and now Wood and his shareholders own 20% of our company. Sorry 🤷🏻♂""  
[X Link](https://x.com/MetacriticCap/status/1534725134560411649)  2022-06-09T02:32Z [----] followers, [--] engagements


"$META investors don't worry about one thing and it's nasty: a low price to earnings ratio"  
[X Link](https://x.com/MetacriticCap/status/1539607513104015360)  2022-06-22T13:53Z [----] followers, [--] engagements


"@8teAPi Could be. But AGIs won't consume and generate the same amount of economic activity than humans. Humans eat drink make shit go to doctor and all these things generate insane amounts of economy activity"  
[X Link](https://x.com/MetacriticCap/status/1541981109898059776)  2022-06-29T03:05Z [----] followers, [--] engagements


"Professor Mauboussin recommends to write a pre-morten before making a decision therefore you know how things could go wrong. "HOW COULD ONE LOSE MONEY INVESTING IN $META" Therefore I wrote a pre-morten for what a failed investment in Meta would be Time for a thread 🍵"  
[X Link](https://x.com/MetacriticCap/status/1542032859409666049)  2022-06-29T06:30Z [----] followers, [---] engagements


"Can one ELI5 why the US is asking a Dutch company to fuck the Chinese instead of American companies ( $AMAT $KLAC $LRCX) $ASML Seems convenient for America"  
[X Link](https://x.com/MetacriticCap/status/1544371093431009287)  2022-07-05T17:22Z [----] followers, [--] engagements


"Imagine not buying $GOOGL here because "ads are cyclical""  
[X Link](https://x.com/MetacriticCap/status/1550667488450560000)  2022-07-23T02:21Z [----] followers, [--] engagements


""No one is better in being you than you." - Naval Is Instagram a better TikTok than TikTok Do people still need an Instagram $META"  
[X Link](https://x.com/MetacriticCap/status/1550979005687504897)  2022-07-23T22:59Z [----] followers, [--] engagements


"V just dropped and it's a good time to check @chamath spread trade between $BTC and $V/ $MA. OUCH Why people pay attention to him It's such insanity to say such thing even ex-ante If you used to listen to @theallinpod and didn't raise an alert when he said it you're naive"  
[X Link](https://x.com/MetacriticCap/status/1552322642371399682)  2022-07-27T15:58Z [----] followers, [--] engagements


"Were @PGelsinger to stay in $VMW he would likely be the heir to Hock in $AVGO. I know he loves $INTC (and is the best paid executive in the country.)"  
[X Link](https://x.com/MetacriticCap/status/1553149075586965504)  2022-07-29T22:42Z [----] followers, [--] engagements


"I am feeling the urge to buy shitcos. But I shall resist $TWLO"  
[X Link](https://x.com/MetacriticCap/status/1557473433356738576)  2022-08-10T21:06Z [----] followers, [--] engagements


"$MSFT is an example of how to run a monopoly without anticompetitive issues. $Googl will show this banner everywhere at the Edge on their properties and Microsoft allows it. Can you imagine that on iOS"  
[X Link](https://x.com/MetacriticCap/status/1562063056317943808)  2022-08-23T13:03Z [----] followers, [--] engagements


"I don't buy the narrative that Mr. Market sells $TSM because of geopolitics. $QCOM and $2454 (and QORVO and SWKS) trade similarly at similar multiples. Way OTM TSM puts don't price any particular tail event. It's a fundamental view Why own $Nvda when you can just own $tsmc at half the multiple Why own $Nvda when you can just own $tsmc at half the multiple"  
[X Link](https://x.com/MetacriticCap/status/1563164664862609411)  2022-08-26T14:01Z [----] followers, [--] engagements


"People overestimate how much the recent drawdown in tech was caused by changed expectations about future revenue and free cash flow. 0.8% - 3.3% rate change is very significant. For companies with multiple decades of expected growth you can easily go down 40-50%"  
[X Link](https://x.com/MetacriticCap/status/1569056012581347328)  2022-09-11T20:11Z [----] followers, [--] engagements


"Listening to $MSFT in conferences is torture. They'll never reveal anything at a conference of a company with 6% of Microsoft size. If your stock actually says relevant stuff in these meetings and you have the need to follow you're fucked. (Yes I'm talking about $CHTR)"  
[X Link](https://x.com/MetacriticCap/status/1569718452914458626)  2022-09-13T16:03Z [----] followers, [--] engagements


"Why do we own $CRM instead of $ADBE This is why. As they call: alpha. 🤣🤣🤣🤣 (Need to laugh at least)"  
[X Link](https://x.com/MetacriticCap/status/1570478197703331841)  2022-09-15T18:22Z [----] followers, [--] engagements


"Quite impressive what $META did. Something says to me we're closer to bottom than the beginning because I didn't see a "Meta multiple is too low OMFG" for a long while"  
[X Link](https://x.com/MetacriticCap/status/1570812518125436929)  2022-09-16T16:31Z [----] followers, [--] engagements


"SEMICAP IS THE BEST BUSINESS Has great economics duopolies selling to companies that also have great economics so they aren't cheap motherfuckers. But it's cyclical meaning that stock trades at 10x during the cycle allowing you to buyback at significant discoun $AMAT $LRCX"  
[X Link](https://x.com/MetacriticCap/status/1573460446518149120)  2022-09-23T23:52Z [----] followers, [--] engagements


"I replied my rep that it was good he called because I forgot that I was paying $500/year on $DOCU and canceled thereafter because it's too expensive. DocuSign telling us we need to go from paying them $500/yr to $2000/yr. What's the best alternative DocuSign telling us we need to go from paying them $500/yr to $2000/yr. What's the best alternative"  
[X Link](https://x.com/MetacriticCap/status/1575701173277171712)  2022-09-30T04:16Z [----] followers, [--] engagements


"It seems like a good time to buy memory chipmakers like $WDC $MU [------] [------] and [----]. The main bear case was Chinese memory (like in the 80s with Japanese memory). Even a shitco like SEC can thrive LT without YMTC competition. Valuation helps too imo"  
[X Link](https://x.com/MetacriticCap/status/1579242549365309442)  2022-10-09T22:48Z [----] followers, [--] engagements


"This is multiplied by [--] on $META the Second largest consumer business worldwide. $350B market cap so is widely followed. Lots of moving parts: AAPL VR TikTok ads are cyclical antitrust. VERY VERY HARD to own a contrarian position. The barrier to sharing perspectives on consumer businesses is so low because familiarity conveys a false sense of expertise or credibility. It is one of the easiest sectors in which to openly observe that most opinions are worthless. The barrier to sharing perspectives on consumer businesses is so low because familiarity conveys a false sense of expertise or"  
[X Link](https://x.com/MetacriticCap/status/1582105268195729408)  2022-10-17T20:24Z [----] followers, [--] engagements


"Tim is pissed off. He will buy all shares of you heritcs. $LRCX"  
[X Link](https://x.com/MetacriticCap/status/1582879687046352896)  2022-10-19T23:41Z [----] followers, [--] engagements


"Would Phil Fisher invest in big tech Or like Buffett he would only be at $AAPL $GOOGL $META $AMZN"  
[X Link](https://x.com/MetacriticCap/status/1584217242316595200)  2022-10-23T16:16Z [----] followers, [--] engagements


"Dallas Trimmed PCE Inflation is currently at 4.74%. Dallas Trimmed has a significant auto-correlation. If you know last year Trimmed PCE you know current year with a 82% R. Will it drop from a cliff Would be unprecedented"  
[X Link](https://x.com/MetacriticCap/status/1589975715126345728)  2022-11-08T13:38Z [----] followers, [--] engagements


"He just sold $4B into a 2y low without a single pump. He felt like he wanted $4B and sold. He's too bored even to lie to you. He's grabbing his best engineers who were supposed to solve autonomy and asking them to fix his online board. $META owners discovered it the hard way"  
[X Link](https://x.com/MetacriticCap/status/1590177875994771458)  2022-11-09T03:02Z [----] followers, [--] engagements


"TIL Seth Klarman is a RF guy and $QRVO is his top [--] position"  
[X Link](https://x.com/MetacriticCap/status/1592281715598577664)  2022-11-14T22:21Z [----] followers, [--] engagements


"Now that investors are complaining about headcount in tech companies is there a tailwind for $ACN $CTSH TCS to keep these employees on their balancesheet"  
[X Link](https://x.com/MetacriticCap/status/1595140337261248514)  2022-11-22T19:41Z [----] followers, [--] engagements


"If Musk really picks a war against Apple I think this can be tradeable. $SPOT $rblx $MTCH"  
[X Link](https://x.com/MetacriticCap/status/1597313710938558464)  2022-11-28T19:37Z [----] followers, [--] engagements


"PREDICTION: Fintwit will have many charts comparing $TSLA P/E to the one of a staple company like $PG"  
[X Link](https://x.com/MetacriticCap/status/1602698974087061504)  2022-12-13T16:16Z [----] followers, [--] engagements


"WHY $TSLA RHYMES WITH $META. I created this account nearly a year ago to try to mock those that called it a day after plotting a P/E comparing it with $IBM or whatever ignoring a bunch of things. Today TSLA just hit 30x and like Meta had the stock has a bunch of issues. 🧵"  
[X Link](https://x.com/MetacriticCap/status/1602854244599877632)  2022-12-14T02:33Z [----] followers, [--] engagements


"Good forecasting by Goldman Sachs here. In less than [--] months $TSM announced they were increasing Arizona to 50k wspm just 150% than the number GS said they wouldn't surpass"  
[X Link](https://x.com/MetacriticCap/status/1608168284607729665)  2022-12-28T18:29Z [----] followers, [---] engagements


"@LeviathanCapit1 If you think that a legacy fab can cost $50B you should mortgage your home to buy $UMC and $GFS"  
[X Link](https://x.com/MetacriticCap/status/1610173800309465094)  2023-01-03T07:18Z [----] followers, [---] engagements


"The Street thinks there are downsides for $GOOGL margin (an advertising Co) but not to $IBM's (a software/services Co) Growth GOOGL/IBM: 6% 6% Growth FXN: 11% 15% Actually easy to understand imo. (disclaimer: long GOOGL) https://x.com/MarceloPLima/status/1611352136394149888 https://x.com/MarceloPLima/status/1611352136394149888"  
[X Link](https://x.com/MetacriticCap/status/1611359828491780096)  2023-01-06T13:51Z [----] followers, [---] engagements


"@Quartr_App new slide search tool helped to find another stock for The Outsiders portfolio $KPG a [----] Australian IPO. The team actually invited Will to lecture during their [----] AGM a roll-up of accounting shops with 48% ROE. They even have an owners manual. THE OUTSIDERS PORTFOLIO I created this hypothetical portfolio of companies the CEOs mention the book during calls listed on the BamSEC over the last [--] years. I plan to update you periodically on this. My hypothesis they will outperform. $RICK $PAR $CSTR $CSV $ZD $UI $COIN $PH https://t.co/l0X6kdmya8 THE OUTSIDERS PORTFOLIO I created this"  
[X Link](https://x.com/MetacriticCap/status/1612628218800144385)  2023-01-10T01:51Z [----] followers, [----] engagements


"LOL this $DAL transcript Travel and hospitality is [--] months late in the cycle. They're now thinking that cyclical demand is persistent"  
[X Link](https://x.com/MetacriticCap/status/1615416426680176640)  2023-01-17T18:31Z [----] followers, [----] engagements


"@dalibali2 Governments obliging the networks to open up Tesla only has a network in thw US as far I understand"  
[X Link](https://x.com/MetacriticCap/status/1615493300693213185)  2023-01-17T23:36Z [----] followers, [----] engagements


"3y average award comp for the main tech companies $AAPL $MSFT $GOOGL $AMZN $NVDA $INTC $AMD $CRM $ORCL $TSLA"  
[X Link](https://x.com/MetacriticCap/status/1617913429997809667)  2023-01-24T15:53Z [----] followers, [----] engagements


"$ADP P/E ratio since the IPO"  
[X Link](https://x.com/MetacriticCap/status/1618115604569022465)  2023-01-25T05:16Z [----] followers, [---] engagements


"JUST CUT THE DIVIDEND $INTC"  
[X Link](https://x.com/MetacriticCap/status/1619388055768670209)  2023-01-28T17:32Z [----] followers, [----] engagements


"Have you guys looked at $PRM It's a SPAC where Will Thorndike and $TDG's Howley are co-chairmen. They have the most egregious disgusting compensation package for a board I ever saw: 1.5% of the market cap per year as SBC and 18% of the return above a 15% threshold KPG is now in the portfolio I will study them more later. And here we have the installment of The Outsiders portfolio down -8% versus -3.5% for the $SPY. Kudos to @RicksCEO&Co for the great performance. $RICK $PAR $CSTR $CSV $ZD $UI $COIN $PH https://t.co/wyzoAgz86n KPG is now in the portfolio I will study them more later. And here"  
[X Link](https://x.com/MetacriticCap/status/1619459060935557121)  2023-01-28T22:15Z [----] followers, 68.9K engagements


"Today's @benthompson post defending $INTC dividend astonished me because it was LAST WEEK that BT wrote how Blockbuster went under due to huge debt burden. ALL of Intel competitors have net cash positions with SEC having the second largest net cash pile between tech companies"  
[X Link](https://x.com/MetacriticCap/status/1620091291131609088)  2023-01-30T16:07Z [----] followers, 20K engagements


"Gartner $IT is worth $26B It makes total sense Should be worth more Show results $26B Lol no way It makes total sense Should be worth more Show results $26B Lol no way"  
[X Link](https://x.com/MetacriticCap/status/1620120746042462209)  2023-01-30T18:04Z [----] followers, [---] engagements


"JUST CUT THE DIVIDEND $INTC"  
[X Link](https://x.com/MetacriticCap/status/1620594949829054464)  2023-02-01T01:28Z [----] followers, [----] engagements


"Imagine working with Andy Groove and the lesson you took is that you run Groove's company into the ground because you're too afraid of cutting the dividend. $INTC"  
[X Link](https://x.com/MetacriticCap/status/1620595800664608769)  2023-02-01T01:32Z [----] followers, [----] engagements


"Instead of @PGelsinger making $178M per year he's now only making $134M (@business reports a 25% pay cut) Is such big generosity The man is putting the company into shambles by paying a $6B dividend and makes more than Tim CookNadella and David Solomon combined $INTC"  
[X Link](https://x.com/MetacriticCap/status/1620626652689735681)  2023-02-01T03:34Z [----] followers, [----] engagements


"$TEAM is down 12% after hours in the news that people were valuing Jira at $46B God-blessed US dollars"  
[X Link](https://x.com/MetacriticCap/status/1621261644549455872)  2023-02-02T21:37Z [----] followers, [----] engagements


"IaaS is both a high SG&A and high PP&E business. (pp&e is 70% of AWS sales) When you screen for mature versions these businesses you get basically get telcoms like $T and $VZ Is telco a good analogy to how these businesses trade ex-growth $AMZN $MSFT $GOOGL"  
[X Link](https://x.com/MetacriticCap/status/1622620292945178627)  2023-02-06T15:36Z [----] followers, 19.9K engagements


"Mr. Powell. As a former $CG partner yourself do you think the $180M comp for the new Carlyle CEO means the FOMC job is harder than previously expected"  
[X Link](https://x.com/MetacriticCap/status/1623019074685964294)  2023-02-07T18:01Z [----] followers, [---] engagements


"Let's shitpost on $GOOGL vs $MSFT"  
[X Link](https://x.com/MetacriticCap/status/1624884321000558593)  2023-02-12T21:33Z [----] followers, 12.7K engagements


"How many years the market is currently pricing the Ukraine War to last What would be the most Ukraine war sensitive stocks $LMT $RTX $BA"  
[X Link](https://x.com/MetacriticCap/status/1625197129286270976)  2023-02-13T18:16Z [----] followers, [---] engagements


"Here's a non-sarcaatic tweet for all of you who uses me as a contra: I am feeling FOMO at $GOOGL. I am starting to worry that AI worries are bottoming out"  
[X Link](https://x.com/MetacriticCap/status/1626015504568578051)  2023-02-16T00:28Z [----] followers, [----] engagements


"This is my favorite @tobi quote. $SHOP $SHOPQ"  
[X Link](https://x.com/MetacriticCap/status/1627529086728867845)  2023-02-20T04:42Z [----] followers, [----] engagements


"$CSU $BB $NT $SHOP $CSU.Q"  
[X Link](https://x.com/MetacriticCap/status/1627684037434265603)  2023-02-20T14:58Z [----] followers, 10.8K engagements


"$TSM is a semiconductor company you will make or lose money based on semiconductor issues at least 95% of the time. Focus on that and ignore the noise The paranoia should be way more that there's no demand for N7 than anything else. And N5 N3"  
[X Link](https://x.com/MetacriticCap/status/1630012413943640064)  2023-02-27T01:10Z [----] followers, [----] engagements


"Is $INTU taking share from $BILL TPV growth: -Bill.com: +15% -Intuit: +25% Intuit base is lower but what Sasan and Ren say about the strength of SMB don't match the strength Intuit is seeing"  
[X Link](https://x.com/MetacriticCap/status/1630573497800851456)  2023-02-28T14:19Z [----] followers, [----] engagements


"Does sell-side become more bearish when their employer is going under Asking for a friend. $CHTR"  
[X Link](https://x.com/MetacriticCap/status/1633935443166101507)  2023-03-09T20:59Z [----] followers, [---] engagements


"$Frc is fdic insured"  
[X Link](https://x.com/MetacriticCap/status/1635704781132922882)  2023-03-14T18:09Z [----] followers, [---] engagements


"$ROP is American capitalism at its best"  
[X Link](https://x.com/MetacriticCap/status/1638229264876052496)  2023-03-21T17:21Z [----] followers, [---] engagements


"@matthewstoller has an underrated high quality business selection. Always focusing on companies with wide moats usually through regulatory capture. $CAH $MCK $ABC"  
[X Link](https://x.com/MetacriticCap/status/1640769587468705828)  2023-03-28T17:35Z [----] followers, [--] engagements


"I think that Sanjay could slap Solomon in the face that it wouldn't prevent $GS analyst from having a buy recommendation on $MU"  
[X Link](https://x.com/MetacriticCap/status/1641204411484581890)  2023-03-29T22:23Z [----] followers, [---] engagements


"If I understood correctly I am into this rebranding. Only a subset of $WBD is more than TV it's HBO. It's kinda weird to call the service that sells Property Brothers and The Big Bang Theory HBO Im actually speechless This is a bottom ten branding decision of all time IMHO HBO is synonymous with quality. Yet you rebrand toMax What is it with streaming where literally everyone is an idiot https://t.co/YZxu0Vr4H0 Im actually speechless This is a bottom ten branding decision of all time IMHO HBO is synonymous with quality. Yet you rebrand toMax What is it with streaming where literally everyone"  
[X Link](https://x.com/MetacriticCap/status/1646297442692870145)  2023-04-12T23:41Z [----] followers, [----] engagements


"Performance of selected tech stocks since $MSFT/ $Orcl [----] IPO"  
[X Link](https://x.com/MetacriticCap/status/1650551324868575232)  2023-04-24T17:24Z [----] followers, [---] engagements


"$ATVI is still a buy $ATVI Two of the best CEOs ever have tons of money here. Brad Smith made Microsoft the only nice big tech of course he'll close Sen. Josh Hawley wrote a book called 'Tyranny of big tech" and doesn't mention MSFT once Buffet is merge arbing Big asymmetry. OB IN HINDSIGHT $ATVI Two of the best CEOs ever have tons of money here. Brad Smith made Microsoft the only nice big tech of course he'll close Sen. Josh Hawley wrote a book called 'Tyranny of big tech" and doesn't mention MSFT once Buffet is merge arbing Big asymmetry. OB IN HINDSIGHT"  
[X Link](https://x.com/MetacriticCap/status/1651052545484152838)  2023-04-26T02:36Z [----] followers, [----] engagements


"$SHOPQ He's talking about $SHOP right Totally Gandalf CEO"  
[X Link](https://x.com/MetacriticCap/status/1652815034605531137)  2023-04-30T23:19Z [----] followers, [----] engagements


"Icahn's trade is very elegant too. As long he can fund his dividend he makes incredibly expensive for bears to short. There's a significant tetha paid by the bears: they need $IEP to cut the dividend sooner rather than later. I Wish good luck to @BillAckman and @HindenburgRes @compound248 @BillAckman @HindenburgRes You gotta admire Hindenburg. Not only they are incredibly hot these past year but their trades have great beauty. This reflexivity of Carl's margin makes the trade very elegant. Kudos to the @HindenburgRes team @compound248 @BillAckman @HindenburgRes You gotta admire Hindenburg."  
[X Link](https://x.com/MetacriticCap/status/1654104835522797568)  2023-05-04T12:44Z [----] followers, [----] engagements


"If @cristianoamon manages to find a client-side offload angle for LLMs with edge-AI I'll put a picture of his on my desk for a year. $QCOM Btw good quarter nonetheless"  
[X Link](https://x.com/MetacriticCap/status/1654144506562846721)  2023-05-04T15:22Z [----] followers, [---] engagements


"$IEP $ILMN shitposting"  
[X Link](https://x.com/MetacriticCap/status/1656638822795321345)  2023-05-11T12:34Z [----] followers, [---] engagements


"BUY $TWLO A picture says [----] words. $TWLO https://t.co/4UzIpAKg67 A picture says [----] words. $TWLO https://t.co/4UzIpAKg67"  
[X Link](https://x.com/MetacriticCap/status/1657043117214777346)  2023-05-12T15:20Z [----] followers, [---] engagements


"Let's go Brad Smith. 🚀 $ATVI $MSFT"  
[X Link](https://x.com/MetacriticCap/status/1658128068337180677)  2023-05-15T15:11Z [----] followers, [--] engagements


"They were. Sad $GOOGL"  
[X Link](https://x.com/MetacriticCap/status/1658155785640194061)  2023-05-15T17:02Z [----] followers, [--] engagements


"I love the General because of that I have him blocked on Twitter Someone tell him I am pleased to now be a fellow shareholder of his on $GOOGL"  
[X Link](https://x.com/MetacriticCap/status/1658272564181889024)  2023-05-16T00:46Z [----] followers, [--] engagements


"According to a friend in the Worker's Party the change to Petrobras was the board saying "we changed the policy see prices are going down" without actually changing the policies using the fact that global gas prices are down $PBR"  
[X Link](https://x.com/MetacriticCap/status/1658516897007009797)  2023-05-16T16:56Z [----] followers, [---] engagements


"Congratulations to the technoking for the decision of testing advertising. $F spends $1000 for car sold not a lot for you @elonmusk $TSLA"  
[X Link](https://x.com/MetacriticCap/status/1658598118890283008)  2023-05-16T22:19Z [----] followers, [--] engagements


"Who cares about the index breadth if you're not long the index but only the stocks that go up $GOOGL $MSFT $AMZN"  
[X Link](https://x.com/MetacriticCap/status/1658903831214714880)  2023-05-17T18:34Z [----] followers, [--] engagements


"It seems that governments are going through a speed run of subsidies to semicondutor companies. Seems like a scheme to enrich us shareholders Now Japan is giving $MU 1.5B (wow how the world changed Japan giving memory subsidies to an American company)"  
[X Link](https://x.com/MetacriticCap/status/1658978529038548993)  2023-05-17T23:31Z [----] followers, [--] engagements


"INSIDER SELLING AND BUYING A UPDATE $GOOGL has Page and Brin heavily selling recently"  
[X Link](https://x.com/MetacriticCap/status/1659063632762683392)  2023-05-18T05:09Z [----] followers, [--] engagements


"$TSLA it seems Musk really stopped"  
[X Link](https://x.com/MetacriticCap/status/1659160656283566080)  2023-05-18T11:35Z [----] followers, [--] engagements


"@jack stopped selling $SQ after the bubble"  
[X Link](https://x.com/MetacriticCap/status/1659160702970470404)  2023-05-18T11:35Z [----] followers, [--] engagements


"@jeffiel stopped selling $TWLO after the bubble"  
[X Link](https://x.com/MetacriticCap/status/1659160734398382080)  2023-05-18T11:35Z [----] followers, [--] engagements


"$ORCL CEO Safra Catz is selling a lot of stock recently"  
[X Link](https://x.com/MetacriticCap/status/1659160765738242049)  2023-05-18T11:35Z [----] followers, [--] engagements


"$AMZN Chairman Jeff Bezos stopped selling after the bubble"  
[X Link](https://x.com/MetacriticCap/status/1659160786592317441)  2023-05-18T11:35Z [----] followers, [--] engagements


"$AAPL has modest amounts of insider selling"  
[X Link](https://x.com/MetacriticCap/status/1659160803059089411)  2023-05-18T11:35Z [----] followers, [--] engagements


"Congrats to @maybebullish for $CHAT Once again quick to market and locking a great ticker with optionality value just like $META For us bulls into the AI bubble you guys know what it means when a thematic ETF launches right"  
[X Link](https://x.com/MetacriticCap/status/1659226901179670538)  2023-05-18T15:58Z [----] followers, [--] engagements


"LOL $AVGO is making a new all time high before $NVDA"  
[X Link](https://x.com/MetacriticCap/status/1659240515643092992)  2023-05-18T16:52Z [----] followers, [--] engagements


"Is $AVGO an AI play"  
[X Link](https://x.com/MetacriticCap/status/1659671316734124038)  2023-05-19T21:24Z [----] followers, [--] engagements


"The most prominent independent $GOOGL killer is folding It seems it won't be this time that Google is going to be disrupted We are shutting down @neeva's consumer search engine. This was a very tough decision that took into account lots of things: our business progress so far the current funding environment and our ability to continue to grow quickly in this vastly changed search environment. We We are shutting down @neeva's consumer search engine. This was a very tough decision that took into account lots of things: our business progress so far the current funding environment and our ability"  
[X Link](https://x.com/MetacriticCap/status/1660021968375037952)  2023-05-20T20:37Z [----] followers, [---] engagements


"Einstein. Sensei. Watson. Every app softwareCo seems to think they need to brand their completely unrelated AI capabilities with some AI name $IBM $ADBE $CRM $MSFT Co-pilot is such a great brand and it doesn't try to convince you the co-pilot at PowerPoint is the same in VSCode"  
[X Link](https://x.com/MetacriticCap/status/1660396220185968640)  2023-05-21T21:24Z [----] followers, [--] engagements


"What about the network guys. $ATEN $FTNT $CSCO $JNPR Are they AI plays Yes No Idk/show results Yes No Idk/show results"  
[X Link](https://x.com/MetacriticCap/status/1660641201131773954)  2023-05-22T13:38Z [----] followers, [---] engagements


"VR/AR Shipments Expected to Drop to [----] Million in [----] with Rapid Rebound Projected by [----] Says TrendForce $META"  
[X Link](https://x.com/MetacriticCap/status/1660643726354464770)  2023-05-22T13:48Z [----] followers, [--] engagements


"This $NVDA stock seems very tired. Not great. The leaders peak early"  
[X Link](https://x.com/MetacriticCap/status/1660668065539932160)  2023-05-22T15:24Z [----] followers, [--] engagements


"What is the chance of a China ban of $QCOM chips 85%+ 50-85% 0-20% 20-50% 85%+ 50-85% 0-20% 20-50%"  
[X Link](https://x.com/MetacriticCap/status/1660705482707705859)  2023-05-22T17:53Z [----] followers, [----] engagements


"If you're a $ZM bull you should be wondering why management isn't making a buyback here $5.5B in net cash and no buybacks. Tells you something"  
[X Link](https://x.com/MetacriticCap/status/1661002847742304256)  2023-05-23T13:35Z [----] followers, [--] engagements


"After Micron China will likely target other US chip giants with retaliatory bans media report such as Qualcomm which counts 60% of sales to China and Broadcom at 35% while Applied Materials may also get hit. $MU $QCOM $AVGO $AMAT #semiconductor per @dnystedt What is the chance of a China ban of $QCOM chips What is the chance of a China ban of $QCOM chips"  
[X Link](https://x.com/MetacriticCap/status/1661003142622855169)  2023-05-23T13:36Z [----] followers, [---] engagements


"Yes guys of course I know only a handful of stocks make for the market return this year I own them $SPY $MSFT $AAPL $META $GOOGL $AMZN $TSLA"  
[X Link](https://x.com/MetacriticCap/status/1661194144977502210)  2023-05-24T02:15Z [----] followers, [--] engagements


"@Citrini7 $T"  
[X Link](https://x.com/MetacriticCap/status/1661490188034482176)  2023-05-24T21:51Z [----] followers, [--] engagements


"If you're thinking in shorting $NVDA tomorrow you're a fucking moron You don't need to have a view on every stock in the market you don't need a view in the market leader. Just shill"  
[X Link](https://x.com/MetacriticCap/status/1661544149462523905)  2023-05-25T01:26Z [----] followers, [--] engagements


"Drunk [--] beers and a Moscow Mule to forget I wasn't long $NVDA Fuck you and everyone long it. It doesn't make sense. You didn't deserve to win there's no way you're getting it at 15x earnings from here someday. You just got lucky Good night"  
[X Link](https://x.com/MetacriticCap/status/1661576936731058176)  2023-05-25T03:36Z [----] followers, [--] engagements


"BTW $SNOW is such a fucking stupid stock 24% Annualized product revenue growth. Net new revenue for the Q is down 50% YoY Margins deep in the red territory People pumping it because of AI (data warehouse few shot learning) It's a scheme to enrich Scarpeli and Slootman"  
[X Link](https://x.com/MetacriticCap/status/1661578548203642880)  2023-05-25T03:42Z [----] followers, [--] engagements


"Something is odd with $MA Weird price action"  
[X Link](https://x.com/MetacriticCap/status/1661727315636948992)  2023-05-25T13:34Z [----] followers, [--] engagements


"One often forgotten fact of $ORCL AI thesis is that they have a very significant System of Record business that will benefit from GenAI"  
[X Link](https://x.com/MetacriticCap/status/1661748557647577090)  2023-05-25T14:58Z [----] followers, [--] engagements


"Biotech bros $IBB I was looking at Goldman's $MRNA revenue build but they don't acknowledge anywhere the probability of the drugs being approved or not. It seems they think it's a fact. What am I missing Are there many drugs left The estimates are conservative"  
[X Link](https://x.com/MetacriticCap/status/1661863920167010305)  2023-05-25T22:36Z [----] followers, [---] engagements


"Btw happy we're in a bubble and so on but Collete doesn't seem to love $NVDA here nor 35% below There are stocks the can be cashed were the CFOs like the stock. Ofc she could be wrong. I doubt she knows much better"  
[X Link](https://x.com/MetacriticCap/status/1662249382924763138)  2023-05-27T00:08Z [----] followers, [--] engagements


"Share it until the bears read. LFG $GOOGL $AMZN $MSFT $AMZN Apple is the next"  
[X Link](https://x.com/MetacriticCap/status/1662989441407889408)  2023-05-29T01:09Z [----] followers, [--] engagements


"Does $PYPL bears have any kind of data to back them"  
[X Link](https://x.com/MetacriticCap/status/1664274391541354498)  2023-06-01T14:15Z [----] followers, [--] engagements


"Quite amazing $META was trading at 2x book and 2x revenue at the bottom AFTER: -They told you they were taking share from TT -They revamped 28d attribution -Twitter was firing half of their workforce And most people didn't buy"  
[X Link](https://x.com/MetacriticCap/status/1664320506349203456)  2023-06-01T17:18Z [----] followers, [--] engagements


"These recent MS reports on $AAPL is worrisome. Time to kill a good child"  
[X Link](https://x.com/MetacriticCap/status/1664770508175335424)  2023-06-02T23:06Z [----] followers, [----] engagements


"$MSFT should trade at 36x think about it"  
[X Link](https://x.com/MetacriticCap/status/1664820610269052928)  2023-06-03T02:25Z [----] followers, [----] engagements


"You go to work as a white collar at fucking Amazon your job is to create new ways to exploit blue collars (and other kind of Amazonian ruthlessness) and you are too precious to go to office What do you think this is $GOOGL Comm'on you're a fucking moron. $AMZN"  
[X Link](https://x.com/MetacriticCap/status/1665227087874064386)  2023-06-04T05:20Z [----] followers, [--] engagements


"$AAPL all time high baby"  
[X Link](https://x.com/MetacriticCap/status/1665715811095392257)  2023-06-05T13:42Z [----] followers, [--] engagements


"Comm'on cowards Show the avatars $AAPL"  
[X Link](https://x.com/MetacriticCap/status/1665790616863645697)  2023-06-05T18:40Z [----] followers, [---] engagements


"Btw: did you guys ever realize that $AAPL chairman is a $GOOGL employee"  
[X Link](https://x.com/MetacriticCap/status/1665791216988876804)  2023-06-05T18:42Z [----] followers, [--] engagements


"Comm'on @boztank we need lenses the nerds that play beatsaber are all blind. Ask EssilorLuxottica for that. $META $AAPL"  
[X Link](https://x.com/MetacriticCap/status/1665793335020191750)  2023-06-05T18:50Z [----] followers, [--] engagements


"Impressive avatars. Congrats $AAPL $METQ"  
[X Link](https://x.com/MetacriticCap/status/1665794402567028746)  2023-06-05T18:55Z [----] followers, [--] engagements


"Why they keep saying that the screens are huge It's a screen in the front of your eyes. $AAPL"  
[X Link](https://x.com/MetacriticCap/status/1665795372575227904)  2023-06-05T18:59Z [----] followers, [--] engagements


"By which year will $AAPL ship more AR/VR headsets than $META (currently at around 6M units) [----] 2026-2027 Never 2028+ [----] 2026-2027 Never 2028+"  
[X Link](https://x.com/MetacriticCap/status/1665840577869500416)  2023-06-05T21:58Z [----] followers, [---] engagements


"Here's a meme @ballmatthew would approve: when $AAPL says spatial computing they are literally talking about the textbook definition of metaverse. Get over it beads $META"  
[X Link](https://x.com/MetacriticCap/status/1665905992612077569)  2023-06-06T02:18Z [----] followers, [---] engagements


"The $AAPL Vision Pro is made to be a great demo for senior executives at a F500. Julie Sweet and the $ACN team will come show some gimmicks (with the guy sitting) and then they'll put a order of [--] headsets for meetings and so on"  
[X Link](https://x.com/MetacriticCap/status/1666036407792545793)  2023-06-06T10:56Z [----] followers, [---] engagements


"@modestproposal1 I guess they can sell Bitcoin like $SQ"  
[X Link](https://x.com/MetacriticCap/status/1666105665247404033)  2023-06-06T15:31Z [----] followers, [---] engagements


"The issue with the non $AAPL VR ecosystem is that $QCOM lacks the incentives and the financial means to keep up with Apple. If I am @boztank I'd be calling @cristianoamon doing some aggressive financial engineering here: a NCNR order for [--] years + some warrants a JV idk $META"  
[X Link](https://x.com/MetacriticCap/status/1666121656790556672)  2023-06-06T16:35Z [----] followers, [---] engagements


"$GM to Adopt $TSLA charging standard for next-generation EVs Ideas should pay rent and my priors about Tesla aren't as good as previously thought"  
[X Link](https://x.com/MetacriticCap/status/1666905924089307138)  2023-06-08T20:31Z [----] followers, [---] engagements


"Does it make sense $COIN being worth $13B in a $4.4B book value when their [----] bonds are trading with 15% IRRs It seems like a slam dunk short for those with this mandate"  
[X Link](https://x.com/MetacriticCap/status/1667180029992742912)  2023-06-09T14:41Z [----] followers, [--] engagements


"I am almost capitulating in my bearishness with $TSLA Farley continuous bullish comments are very hard to dismiss and causes me significant cognitive dissonance $F $TSLAQ Perhaps they'll keep their margins after all"  
[X Link](https://x.com/MetacriticCap/status/1667278816610250752)  2023-06-09T21:13Z [----] followers, [----] engagements


"@ByrneHobart I am listening to @AcquiredFM episode on the $LMT and continously surprised by how few people were capable of making fighter airplanes vs how many people work supporting ERPs today. I think software is MUCH MUCH harder than hardware therefore you can say your secrets in public"  
[X Link](https://x.com/MetacriticCap/status/1668332405969809409)  2023-06-12T19:00Z [----] followers, [--] engagements


"No Larry I didn't know you compete against with $WDAY You literally never talk about it. $ORCL"  
[X Link](https://x.com/MetacriticCap/status/1668373357627158528)  2023-06-12T21:42Z [----] followers, [--] engagements


"Some bears would literally die were $ORCL to take share in databases this year"  
[X Link](https://x.com/MetacriticCap/status/1668373951679172609)  2023-06-12T21:45Z [----] followers, [--] engagements


"@GrandTokamak Title inflation. No customer wants to talk with the Junior analyst so they give titles for everyone. This is particularly true in private equity and venture capital companies"  
[X Link](https://x.com/MetacriticCap/status/1668426503049162754)  2023-06-13T01:14Z [----] followers, [--] engagements


"LOL $INTC to anchor Arm IPO in New York. What a time to be alive. $9984 (BTW I thought @PGelsinger was needing taxpayer money surprising they have money to speculate in Softbank stocks)"  
[X Link](https://x.com/MetacriticCap/status/1668428161292402688)  2023-06-13T01:20Z [----] followers, [--] engagements


"My boy @PGelsinger will sell $MBLY at the October lows and buy $ARM after a 70% move in the $SOX. $INTC He has a seat view to the cycle but nonetheless can't forecast it. Now he's yoloing taxpayer money into UK companies. @ByrneHobart @PGelsinger https://t.co/r1NqMPQfjP He could at least trade the semiconductor bottom with taxpayer's money. He called the bottom wrongly twice. Instead he sold $MBLY at the absolute bottom. Now he's buying with the SOX 70% above the lows. @ByrneHobart @PGelsinger https://t.co/r1NqMPQfjP He could at least trade the semiconductor bottom with taxpayer's money. He"  
[X Link](https://x.com/MetacriticCap/status/1668445294474788865)  2023-06-13T02:28Z [----] followers, [----] engagements


"Seems odd that since the rogue United Kingdom unlawfully blocked the proposed acquisition of $ATVI by $MSFT PM @RishiSunak started posting lots of tech stuff on his social medias"  
[X Link](https://x.com/MetacriticCap/status/1668458446549549057)  2023-06-13T03:21Z [----] followers, [---] engagements


"I am long $ORCL but if I were $GS I wouldn't raise it. Comm'on after a 100% move admitting you were wrong"  
[X Link](https://x.com/MetacriticCap/status/1668597367711342593)  2023-06-13T12:33Z [----] followers, [--] engagements


"@lfg_cap I just today created my F500 AI beneficiary. Is Bill Stone at $SSNC and dozens of other companies have years to implement"  
[X Link](https://x.com/MetacriticCap/status/1668785247066923008)  2023-06-14T00:59Z [----] followers, [---] engagements


"@MRatable $ROP"  
[X Link](https://x.com/MetacriticCap/status/1668785573832564738)  2023-06-14T01:00Z [----] followers, [----] engagements


"@ohcapideas The man bought $3.5B during Q1. You gotta be on your crazy pills if you think a 25% move would change the signal of his flows into $AAPL"  
[X Link](https://x.com/MetacriticCap/status/1669001098546356224)  2023-06-14T15:17Z [----] followers, [--] engagements


"18% of senior executives will ask a generative AI tool about the best options in the market before choosing a new software tool to buy. EIGHTEEN FUCKING PERCENT $MSFT Imagine the ad dollars in all the S&M of enterprise software Omg"  
[X Link](https://x.com/MetacriticCap/status/1669033797625552919)  2023-06-14T17:27Z [----] followers, [--] engagements


"I want to puke $CLFT claims they are profitable under their Q4'23 Non-GAAP operating margin"  
[X Link](https://x.com/MetacriticCap/status/1669075240733888512)  2023-06-14T20:12Z [----] followers, [---] engagements


"SaaSCos should do like $IT and report the breakdown between ramped and ramping sales headcount. Would help to understand their hopelessly bad S&M numbers"  
[X Link](https://x.com/MetacriticCap/status/1669077240095686657)  2023-06-14T20:19Z [----] followers, [---] engagements


"WHAT THE FUCK IS GOING ON WITH SUNAK He started posting all this tech stuff after his rogue state blocked the ABK acquisition. Any theory $ATVI $MSFT"  
[X Link](https://x.com/MetacriticCap/status/1669159643216588802)  2023-06-15T01:47Z [----] followers, [--] engagements


"The way some people talk about one would think $MSFT is trading at 50x Earnings. I get it 30x isn't cheap but what is you plan To short the greatest company on earth growing teens their EPS in expectations of what Trading at 25x Comm'on"  
[X Link](https://x.com/MetacriticCap/status/1669421521675210755)  2023-06-15T19:08Z [----] followers, [--] engagements


"Congrats to $QCOM team at San Diego. Now that 5G is widespread companies can now shamelessly show video ads Truly beautiful. Another win for wireless that only stresses the strategic significance governments gave to the matter $UBER $DASH $AVGO $SKWS $QRVO"  
[X Link](https://x.com/MetacriticCap/status/1669499085991157760)  2023-06-16T00:16Z [----] followers, [----] engagements


"BIDEN: $UBER having video ads before Meituan shows America's superiority. It was all worth it screwing Huwaei"  
[X Link](https://x.com/MetacriticCap/status/1669499795713474562)  2023-06-16T00:19Z [----] followers, [--] engagements


"The more I study $ADBE more bullish $MSFT I become"  
[X Link](https://x.com/MetacriticCap/status/1669781407776776204)  2023-06-16T18:58Z [----] followers, [--] engagements


"@kouroshshafi @_al_czervik Their argument that every worker in the org will have $ADBE Express with GenAI capabilities just like they do with Acrobat. But it's so obvious that $MSFT has a leg here in making their own enterprise-grade Canva copycat and distribute to [---] customers. They have 400M seats"  
[X Link](https://x.com/MetacriticCap/status/1669804994667720705)  2023-06-16T20:31Z [----] followers, [--] engagements


"@BDools2 @SupBagholder @Benif84 @soonercapital You're misquoting Buffett because Supreme wasn't paying 30x for Microsoft. He paid 22x and the stock moved 50% (or something like that) Buffett himself will have quotes on how you shouldn't sell great business. Or look what he's doing with $AAPL or did with $KO"  
[X Link](https://x.com/MetacriticCap/status/1669805547141447682)  2023-06-16T20:34Z [----] followers, [--] engagements


"@_al_czervik @kouroshshafi Well that's the $230B dollar question. Management argues this increases productivity and just like previous productivity boosts this means bigger demand (therefore not deflationary). $ADBE mgmt thinks content will be more personalized and more people will produce it"  
[X Link](https://x.com/MetacriticCap/status/1669807042792419336)  2023-06-16T20:39Z [----] followers, [--] engagements


"My favorite news don't match fundamentals mega cap is by far $TSLA And you"  
[X Link](https://x.com/MetacriticCap/status/1669859995884634113)  2023-06-17T00:10Z [----] followers, [---] engagements


"@buccocapital Is Nathan behind Max He's working at $WBD so perhaps he's giving Zaslav advice"  
[X Link](https://x.com/MetacriticCap/status/1669880771635494912)  2023-06-17T01:33Z [----] followers, [----] engagements


"Max is a terrible name. You Google it and it's the 3rd result. I still think that moving away from the HBO brand for the collective isn't that bad idea but Max is terrible $WBD"  
[X Link](https://x.com/MetacriticCap/status/1669881311664766978)  2023-06-17T01:35Z [----] followers, [--] engagements


"I am [--] and it seems that my age is the bottom for nicotine Is it correct to say that Gen Z youngsters smoke more (even if the next gen products) $PM $MO $BTI"  
[X Link](https://x.com/MetacriticCap/status/1670574548607959043)  2023-06-18T23:35Z [----] followers, [----] engagements


"This man recreated Apple UI using a $META Quest Pro"  
[X Link](https://x.com/MetacriticCap/status/1670591945003999234)  2023-06-19T00:38Z [----] followers, [--] engagements


"@ByrneHobart Debate only works where there is a strong ethical disagreement. We can't debate whether Trump committed crimes but we can debate whether to throw him at jail. For example on vaccines I think it's a disgrace that so many people died of COVID when $MRNA had the vaccine in Jan"  
[X Link](https://x.com/MetacriticCap/status/1671141059735216129)  2023-06-20T13:00Z [----] followers, [---] engagements


"If I were a dictator I'd make a big roll up of airlines and them force it to merge with $AMZN. Are airlines a truly terrible business or is it the result of path dependencies (like Sabre/Amadeus/Travelport dependency and heavy national champion competition)"  
[X Link](https://x.com/MetacriticCap/status/1671184003741745154)  2023-06-20T15:58Z [----] followers, [----] engagements


"@MordorCapital Because it's where all the uncertainty of the bis is and no one prices their stocks otherwise. Another way is to say: the market tries to make all stocks equally risky. Acknowledging $ADBE will grow question is how much how fast does the trick. Try plugging to a DCF"  
[X Link](https://x.com/MetacriticCap/status/1671227673828261907)  2023-06-20T18:50Z [----] followers, [---] engagements


"I remember a academic who once wrote a paper called "The Amazon Antitrust paradox" where she explained that $AMZN requiring sellers to match their best price in the internet Amazon caused higher prices in the broad internet. Curious the FTC didn't pursue this theory of harm"  
[X Link](https://x.com/MetacriticCap/status/1671603026862174208)  2023-06-21T19:37Z [----] followers, [---] engagements


"@JerryCap @tobi $SHOP did hold all the cards. Incredible so many people on this bird website refused to believe"  
[X Link](https://x.com/MetacriticCap/status/1671604391801937922)  2023-06-21T19:43Z [----] followers, [---] engagements


"Important question for the nerds Do you need to add a risk factor in your 10-Q if the CEO of your public company is doing MMA fights $TSLA $META"  
[X Link](https://x.com/MetacriticCap/status/1671717301031165952)  2023-06-22T03:10Z [----] followers, [--] engagements


"@Citrini7 Microsoft will acquire Activision and and Adobe won't acquire Figma. But not betting this time"  
[X Link](https://x.com/MetacriticCap/status/1671858156610154512)  2023-06-22T12:30Z [----] followers, [----] engagements


"I am starting to think $ZM story has something to do with them growing 360% and not with the fact that interest rates were at 0"  
[X Link](https://x.com/MetacriticCap/status/1671903790495088641)  2023-06-22T15:31Z [----] followers, 35.4K engagements


"What Americans don't understand. No one other than them uses iMessage. Right now the Russian coup is being done through Telegram. The Brazilian coup was planned through WhatsApp. The Afghanistan coup WhatsApp. Believe me there's value in these apps. $META"  
[X Link](https://x.com/MetacriticCap/status/1672458265119137792)  2023-06-24T04:18Z [----] followers, 20.4K engagements


"@AswathDamodaran Professor you're totally right. Last Q guidance means the standard deviation of $NVDA DC revenue growth went from 15% to 33%. This change alone gets you to $900B in valuation were the 33% number to persist"  
[X Link](https://x.com/MetacriticCap/status/1673008311317168128)  2023-06-25T16:43Z [----] followers, [---] engagements


"Great that Snowflake is doing a investor day. I wonder what changed in the fast changing database market in the last year to warrant a new investor day $SNOW"  
[X Link](https://x.com/MetacriticCap/status/1673363108507664389)  2023-06-26T16:11Z [----] followers, [---] engagements


"@CCM_Brett Better than $AAPL is $XOM what you're saying"  
[X Link](https://x.com/MetacriticCap/status/1673783795076546560)  2023-06-27T20:02Z [----] followers, [---] engagements


"It seems people are slowly finally flipping bearish into $ABNB. It never made sense to me and I think it never will"  
[X Link](https://x.com/MetacriticCap/status/1673815154515902464)  2023-06-27T22:06Z [----] followers, [----] engagements


"Long-term needle moving opportunities $MSFT "Disrupt and win the communications PaaS market dominated by Twilio." $TWLO"  
[X Link](https://x.com/MetacriticCap/status/1674529083177283586)  2023-06-29T21:26Z [----] followers, [---] engagements


"Azure infrastructure revenue was actually $34B $MSFT"  
[X Link](https://x.com/MetacriticCap/status/1674538471250092032)  2023-06-29T22:21Z [----] followers, [---] engagements


"@ChairliftCap I thought that even for poorly governance companies the CEO can't sit in the compensation committee"  
[X Link](https://x.com/MetacriticCap/status/1674573184895418368)  2023-06-30T00:18Z [----] followers, [--] engagements


"$MSFT $ATVI FTC is making up statistics Judge: Wants to know what data FTC's expert looked at to come up with the 20% market share shift if Microsoft buys Activision (My memory is that that's a 20% shift among hardcore CoD players) Judge notes MS expert Bailey looked at "real world data". FTC says theirs did too Judge: Wants to know what data FTC's expert looked at to come up with the 20% market share shift if Microsoft buys Activision (My memory is that that's a 20% shift among hardcore CoD players) Judge notes MS expert Bailey looked at "real world data". FTC says theirs did too"  
[X Link](https://x.com/MetacriticCap/status/1674579788541964292)  2023-06-30T00:45Z [----] followers, [----] engagements


"$KLAC all time high And they say semicap isn't a clear AI beneficiary"  
[X Link](https://x.com/MetacriticCap/status/1674841054455922702)  2023-06-30T18:03Z [----] followers, [--] engagements


"@ebitdaddy90 Vinod Khosla is quoted in the beginning of Power Law as one of the geniuses behind $BYND. Also he (together with his friends at the thoughtful benchmark) gave the market $KIND a terrific social"  
[X Link](https://x.com/anyuser/status/1674998754313641985)  2023-07-01T04:29Z [--] followers, [--] engagements


"How much of of world's $305T debt is actually debt over debt Lots of companies like $GM have tons of money and tons of debt. I imagine there are many businesses households and corporations that have debt on both sides of the balancesheet"  
[X Link](https://x.com/MetacriticCap/status/1675647295767846914)  2023-07-02T23:27Z [----] followers, [---] engagements


"@teortaxesTex @Nexuist My $GOOGL stock greatly disagrees"  
[X Link](https://x.com/MetacriticCap/status/1675678025248129024)  2023-07-03T01:29Z [----] followers, [--] engagements


"Venture capitalists fight so furiously to be on deals because only a handful of companies accrue most of the value of a new trend. If you were out of $NVDA OpenAI $MSFT $GOOGL $META $AMD and $AVGO you're fucked. And people write essays mocking you"  
[X Link](https://x.com/MetacriticCap/status/1675841275818278919)  2023-07-03T12:17Z [----] followers, [----] engagements


"@sm64cap @otiscap @kouroshshafi Square CEO is amazed you can buy a Taco with software (something you can do for decades and his company enables). He supports competitors to the companies he runs (BlueSky and Bitcoin)"  
[X Link](https://x.com/MetacriticCap/status/1676627530135089152)  2023-07-05T16:22Z [----] followers, [--] engagements


"@sm64cap @otiscap @kouroshshafi You can literally read the board minutes"  
[X Link](https://x.com/MetacriticCap/status/1676637973914218496)  2023-07-05T17:06Z [----] followers, [--] engagements


"Good for Morgan Stanley. Perhaps $MS Twitter won't never happen"  
[X Link](https://x.com/MetacriticCap/status/1676776476459278336)  2023-07-06T02:13Z [----] followers, [---] engagements


"@lfg_cap FTSA I think. Allows you to break down a fund performance into factors"  
[X Link](https://x.com/MetacriticCap/status/1678945829745307648)  2023-07-12T01:54Z [----] followers, [---] engagements


"$RBLX is coming to the quest"  
[X Link](https://x.com/MetacriticCap/status/1679164262122414080)  2023-07-12T16:22Z [----] followers, [--] engagements


"What if there isn't such thing as software industry and you need to double click to find the actual industries It seems that Office software is wildly profitable database too ERP is more measured comms is bad CSupport is bad. Like industry goes from $TSM to $BA and $PH @SouthernValue95 @altcap @DavidSacks Very true and good point. It's case by case. My general observation is most companies that are going to be super profitable long-term are often quite profitable very early. But there are definitely exceptions to this rule. My basic issue with the thread was drawing a conclusion"  
[X Link](https://x.com/MetacriticCap/status/1680755294748520454)  2023-07-17T01:44Z [----] followers, [----] engagements


"$SSNC: SS&C announces AI features to improve back-office workflows using BluePrismGPT Not a real headline but if it were how much the stock would be up"  
[X Link](https://x.com/MetacriticCap/status/1681425032206249984)  2023-07-18T22:05Z [----] followers, [---] engagements


"Arbs are crying at this point in time. Wen extension @BradSmi You should have done the pricing blitz tomorrow $MSFT $ATVI"  
[X Link](https://x.com/MetacriticCap/status/1681464206564941824)  2023-07-19T00:41Z [----] followers, [----] engagements


"@peter_mantas What's up with EPAM Any good read"  
[X Link](https://x.com/MetacriticCap/status/1681484322782560258)  2023-07-19T02:01Z [----] followers, [----] engagements


"I don't understand why americans think $HSY is a good chocolate To me it's a worst quartile chocolate"  
[X Link](https://x.com/MetacriticCap/status/1682065869793263616)  2023-07-20T16:32Z [----] followers, [----] engagements


"Edwin Dorsey short reports should be better read as a biweekly short generation ideas than actual short reports. "Hey this is a stock perhaps is bad. Wanna take a look" $HSY"  
[X Link](https://x.com/MetacriticCap/status/1682113835401113600)  2023-07-20T19:42Z [----] followers, [----] engagements


"What kind of EBITDA multiple Aderant would be trading if they were listed with their new genAI capabilities $ROP"  
[X Link](https://x.com/MetacriticCap/status/1682385630939037700)  2023-07-21T13:42Z [----] followers, [---] engagements


"So fun. Hunn will charge for the fucking generative AI 'Certainly there's monetization' $ROP"  
[X Link](https://x.com/MetacriticCap/status/1682390791145111553)  2023-07-21T14:03Z [----] followers, [---] engagements


"$ROP call is basically analysts showing they did their homework and making very nerdy questions about businesses that are 3% of sales"  
[X Link](https://x.com/MetacriticCap/status/1682392352768360448)  2023-07-21T14:09Z [----] followers, [----] engagements


""Mr. Hunn do you think GLP-1 drugs like Ozempic could create headwinds to Verathon as less obese people means less video laryngoscopy demand Would consider selling Verathon I have a follow up." $ROP"  
[X Link](https://x.com/MetacriticCap/status/1682471434398965760)  2023-07-21T19:23Z [----] followers, [---] engagements


"My investment process is simple I see @marc_slans tweets and I buy $TMO without doing actual work"  
[X Link](https://x.com/MetacriticCap/status/1682475808437288962)  2023-07-21T19:41Z [----] followers, [--] engagements


"$TMO never misses"  
[X Link](https://x.com/MetacriticCap/status/1682491473697153024)  2023-07-21T20:43Z [----] followers, [----] engagements


"Twitter should IPO with the ticket $XXX it would be just more funny @elonmusk"  
[X Link](https://x.com/MetacriticCap/status/1683134646890950656)  2023-07-25T17:11Z [----] followers, [---] engagements


"Business idea: launching an ETF with the $XXX ticker to later sell it to Elon Musk in an eventual Twitter IPO @maybebullish @EricBalchunas"  
[X Link](https://x.com/MetacriticCap/status/1683143408792092674)  2023-07-25T22:15Z [----] followers, 15.8K engagements


"@advancedelon @maybebullish @EricBalchunas Yeah. The right-wing antissemitism wouldn't make them lose advertisers but the $XXX ticker would"  
[X Link](https://x.com/MetacriticCap/status/1683170538636693506)  2023-07-25T22:15Z [----] followers, [---] engagements


"What's up with $EPAM Is it a long"  
[X Link](https://x.com/MetacriticCap/status/1683539278217789448)  2023-07-24T18:06Z [----] followers, [----] engagements


"@BankBraavos It is. Why"  
[X Link](https://x.com/MetacriticCap/status/1683564002494889985)  2023-07-24T19:45Z [----] followers, [---] engagements


"If no one front runs the most important tickers $XXX $XCOM $ELON $MUSK before the inevitable IPO of X everyone are a bunch of morons that aren't worthy of the title capitalist The handwaving about everything app is just an excuse for the IPO. And $TWTR of course"  
[X Link](https://x.com/MetacriticCap/status/1683690296964534273)  2023-07-25T04:07Z [----] followers, [--] engagements


"Lol $TMO $DHR I went to the bathroom and couldn't buy the dip"  
[X Link](https://x.com/MetacriticCap/status/1683833146641354753)  2023-07-25T13:34Z [----] followers, [--] engagements

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