# ![@MichaelKudrna Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::105683132.png) @MichaelKudrna Mike Kudrna

Mike Kudrna posts on X about $cmg, business, food, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::105683132/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::105683132/c:line/m:interactions.svg)

- [--] Week [------] -73%
- [--] Month [-------] +29%
- [--] Months [-------] +295%
- [--] Year [-------] -47%

### Mentions: [--] [#](/creator/twitter::105683132/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::105683132/c:line/m:posts_active.svg)

- [--] Week [--] -56%
- [--] Month [---] +30%
- [--] Months [---] +41%
- [--] Year [---] +14%

### Followers: [-----] [#](/creator/twitter::105683132/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::105683132/c:line/m:followers.svg)

- [--] Week [-----] +0.15%
- [--] Month [-----] +0.61%
- [--] Months [-----] +7.10%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::105683132/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::105683132/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.1% [stocks](/list/stocks)  25.16% [cryptocurrencies](/list/cryptocurrencies)  8.39% [technology brands](/list/technology-brands)  5.16% [nfl](/list/nfl)  5.16% [countries](/list/countries)  2.58% [social networks](/list/social-networks)  2.58% [currencies](/list/currencies)  0.65% [automotive brands](/list/automotive-brands)  0.65% [celebrities](/list/celebrities)  0.65%

**Social topic influence**
[$cmg](/topic/$cmg) #334, [business](/topic/business) 7.1%, [food](/topic/food) 5.81%, [if you](/topic/if-you) 5.16%, [inflation](/topic/inflation) #2712, [$mcd](/topic/$mcd) #7, [$rh](/topic/$rh) #10, [in the](/topic/in-the) 4.52%, [$asts](/topic/$asts) #268, [money](/topic/money) 4.52%

**Top accounts mentioned or mentioned by**
[@mcfranchisee](/creator/undefined) [@mcdonalds](/creator/undefined) [@revshark](/creator/undefined) [@hedgeyefood](/creator/undefined) [@michaeljknowles](/creator/undefined) [@rickcanale](/creator/undefined) [@djebitda](/creator/undefined) [@beefdaddy47](/creator/undefined) [@papichiss](/creator/undefined) [@placerai](/creator/undefined) [@dnasserian](/creator/undefined) [@jtinla](/creator/undefined) [@jamesoreillyhq](/creator/undefined) [@jonathanmaze](/creator/undefined) [@deitaone](/creator/undefined) [@jt_in_la](/creator/undefined) [@markgadala](/creator/undefined) [@chefgruel](/creator/undefined) [@hedgeye](/creator/undefined) [@hedgeyestaples](/creator/undefined)

**Top assets mentioned**
[Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [McDonald's Corp (MCD)](/topic/$mcd) [RH (RH)](/topic/$rh) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Brinker International, Inc. (EAT)](/topic/$eat) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Starbucks Corporation (SBUX)](/topic/$sbux) [GameStop, Corp. (GME)](/topic/$gme) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Freshpet, Inc. (FRPT)](/topic/$frpt) [XRP (XRP)](/topic/xrp) [Bitcoin (BTC)](/topic/$btc) [DoorDash Inc. (DASH)](/topic/doordash) [Warby Parker, Inc. (WRBY)](/topic/$wrby) [Strategy (MSTR)](/topic/$mstr) [WEN Token (WEN)](/topic/$wen) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Yum! Brands, Inc. (YUM)](/topic/$yum) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Shake Shack Inc. (SHAK)](/topic/$shak)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$YUM a $44 billion company just gave earnings guidance and told Wall Street to pretend one of its biggest brands doesn't exist anymore. Pizza Hut.250 stores closing. [--] straight quarters of decline. Goldman and Barclays already hired. The only analyst questions were about the exit .not the turnaround You know it's over when the parent company's guidance comes with two words no one ever wants to say.'excluding Pizza Hut.' They're not fixing it. They're apparently packaging it for a buyer. https://twitter.com/i/web/status/2019300608184840340 https://twitter.com/i/web/status/2019300608184840340"  
[X Link](https://x.com/MichaelKudrna/status/2019300608184840340)  2026-02-05T06:42Z [----] followers, [----] engagements


"Mcdonalds $MCD crushed Q4 Earnings: US SSS +6.8% positive guest counts EPS beat. Best comp guest count gap vs competitors in recent history. Q1 laps a -3.6% disaster .even with Jan storms that's a layup. Q2 laps +2.5% very beatable with beverage rollout + chicken innovation. Wall doesn't come until Q4 when they lap this monster quarter. Even if we get stagflation come March/April MCD performs well compared to other restaurants that typically get crushed. https://twitter.com/i/web/status/2021774728168411421 https://twitter.com/i/web/status/2021774728168411421"  
[X Link](https://x.com/MichaelKudrna/status/2021774728168411421)  2026-02-12T02:33Z [----] followers, [----] engagements


"@markgadala Thought she was a black belt in karate"  
[X Link](https://x.com/MichaelKudrna/status/2022084568287703492)  2026-02-12T23:05Z [----] followers, [---] engagements


"Restaurant Brands $QSR beat earnings and the stock dropped 6%. A Story about Failure to Execute and Survival. The CEO admitted on the call they "spent more time in categories that were a bit more non-core" at Popeyes. You lost focus on your own menu at a fried chicken chain. Comps: -4% -- -1.4% -- -2.4% -- -4.8%. No floor in sight. Same chicken different story internationally . Popeyes outside the US nearly doubled from $927M to $1.7B in two years. The product isn't the problem.Execution is. Burger King franchisees averaged $185K profit down from $205K. But "A operators" beat the average by"  
[X Link](https://x.com/MichaelKudrna/status/2022364019898585205)  2026-02-13T17:35Z [----] followers, [---] engagements


"$KURA Kura Sushi has a bullish engulfing if today holds volume is good we'll see if it picks up Next [--] to [--] months should be easier sailing for earnings/comps after that will get tough and explained below Shelf Registration out there floating around though. Bullish engulfing on the very left of the chart that ended up running up through summer doubling no position for me but if I was trading I'd be trading the long side here on a 27% short float. With a 27% short float and easy comps coming up in 1H [----] Kura Sushi $KRUS has high squeeze potential but don't be shocked when it ends by the"  
[X Link](https://x.com/MichaelKudrna/status/2009317701882400839)  2026-01-08T17:34Z [----] followers, [----] engagements


"Years ago I took flak for just telling people how restaurants are positioning that they are losing business because of GLP-1 Ozempic type weight loss drugs Now all these earnings are coming out with dedicated time talking about the impact they have Even Shake Shack $SHAK is designing menu items (ridiculous offering to me) to target the GLP-1 customers https://twitter.com/i/web/status/2009379346297835929 https://twitter.com/i/web/status/2009379346297835929"  
[X Link](https://x.com/MichaelKudrna/status/2009379346297835929)  2026-01-08T21:39Z [----] followers, [---] engagements


"Chili's $EAT Earnings Beat Chilis is really operating at a high level for casual dining. Checked it out again. Prime Locations that are placed in high traffic convenience areas (very important) Lively Atmosphere despite music below hearing levels and spacious areas that are comfortable. Mix of https://t.co/NUQG6IkzhS Chilis is really operating at a high level for casual dining. Checked it out again. Prime Locations that are placed in high traffic convenience areas (very important) Lively Atmosphere despite music below hearing levels and spacious areas that are comfortable. Mix of"  
[X Link](https://x.com/MichaelKudrna/status/2016495336777306258)  2026-01-28T12:55Z [----] followers, [---] engagements


"Two of my favorite longs right now while we wait for more consolidation in the market. This is a good stock picking market (@RevShark has been mentioning that for weeks if not longer) $RH and Texas Roadhouse $TXRH Can change any day doesn't mean ignore stop losses especially changes going into big events like earnings. No emotion is what saves you more often than not: my buys today had no emotion involved. no "feel" my sells today had no emotion involved. no "feel" No emotion is what saves you more often than not: my buys today had no emotion involved. no "feel" my sells today had no emotion"  
[X Link](https://x.com/MichaelKudrna/status/2016944464053362690)  2026-01-29T18:40Z [----] followers, [----] engagements


"@DJ_EBITDA there is my "lately" rare restaurant long in $TXRH .at least based on current size"  
[X Link](https://x.com/MichaelKudrna/status/2016957904385958224)  2026-01-29T19:33Z [----] followers, [---] engagements


"Why Because more restaurants than ever before use factory food .and pretend it's made from scratch $SYY @MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated. @MichaelKudrna Love it. BTW $SYY is near ATH while restaurants are getting decimated"  
[X Link](https://x.com/MichaelKudrna/status/2016970199132500093)  2026-01-29T20:22Z [----] followers, [---] engagements


"The Federal Deposit Insurance Corp. said Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation marking the first U.S. bank failure in [----]. The single-branch Chicago bank will reopen on Monday as a branch of Detroit-based First Independence Bank. The FDIC entered a purchase and assumption agreement with First Independence Bank to assume substantially all deposits of Metropolitan. The Illinois regulator said the transaction "ensures a seamless and immediate transition of services for customers and full protection of customer deposits.""  
[X Link](https://x.com/MichaelKudrna/status/2017423604393124078)  2026-01-31T02:24Z [----] followers, [---] engagements


"Pizza Same Store Sales Comps for the major chains Q3 [----] through Q3 [----] Dominos Papa Johns Pizza Hut"  
[X Link](https://x.com/MichaelKudrna/status/2017431422131175583)  2026-01-31T02:55Z [----] followers, [---] engagements


"Anyone know why $BROS Dutch Bros collapsed on Friday on 6x normal volume Earnings aren't supposed to be bad based on analysts estimates unless something recently changed Volume like that to the downside is one of the worst signs you can get in the short-term"  
[X Link](https://x.com/MichaelKudrna/status/2017628203678937111)  2026-01-31T15:57Z [----] followers, [----] engagements


"Deleveraging happening in Chipotle $CMG prior to earnings release I still believe bad Q4 but positive/strong guidance on weak 1H [----] comps is the likely outcome I'm currently viewing this as profit taking/managing risk after the recent run-up into earnings unless volume picks up more. https://twitter.com/i/web/status/2018359459299406193 https://twitter.com/i/web/status/2018359459299406193"  
[X Link](https://x.com/MichaelKudrna/status/2018359459299406193)  2026-02-02T16:22Z [----] followers, [----] engagements


"Bullish on $SBUX Starbucks post earnings. Short-term needs to stay above [-----] Longer term needs to stay above [--] If Short-term holds could see a rip in the coming weeks if we get any above average volume a close below [-----] makes it a longer-term play short-term could be a whipsaw https://twitter.com/i/web/status/2018408883102818489 https://twitter.com/i/web/status/2018408883102818489"  
[X Link](https://x.com/MichaelKudrna/status/2018408883102818489)  2026-02-02T19:39Z [----] followers, [---] engagements


"Monopolies doing Monopoly Things DoorDash Driver takes $100+ over [--] orders at once and steals the food by unassigning himself [--] minutes later. Have to remake the food for the customers What does DoorDash do about the stolen food They "cancel" the orders after they dispatch a new driver Then claim "after investigation we can't reimburse you for the extra food you were forced to make" We didn't cancel the order that was how they handled it. @McFranchisee @ChefGruel https://twitter.com/i/web/status/2018426016029417784 https://twitter.com/i/web/status/2018426016029417784"  
[X Link](https://x.com/MichaelKudrna/status/2018426016029417784)  2026-02-02T20:47Z [----] followers, 90.7K engagements


"$CMG Chipotle Q4: Called it .comps missed and traffic still ugly. What I didn't expect.guidance this weak Flat comps while lapping negatives That's not conservative. That's a red flag to investors More detail coming. Deleveraging happening in Chipotle $CMG prior to earnings release I still believe bad Q4 but positive/strong guidance on weak 1H [----] comps is the likely outcome I'm currently viewing this as profit taking/managing risk after the recent run-up into earnings unless volume picks https://t.co/eBLKNXUmvY Deleveraging happening in Chipotle $CMG prior to earnings release I still"  
[X Link](https://x.com/MichaelKudrna/status/2018834509328695434)  2026-02-03T23:50Z [----] followers, [----] engagements


"$CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while lapping: -0.4% -4.0% +0.3% -2.5% Q1 guide: -1% to -2% UNDERLYING. while lapping -0.4%. They can't grow even when the bar is on the floor. Q&A is hinting this might be legit concern. Analysts asked for Jan comp pre-storm. Got: "a lot of noise." Asked for transaction breakdown in guide. Got absolutely nothing. If January was"  
[X Link](https://x.com/MichaelKudrna/status/2018872726354637035)  2026-02-04T02:22Z [----] followers, [----] engagements


"Chipotle's $CMG "5 Point Plan to Accelerate Growth" is written as if you forgot you have a project due so you quickly wrote up some nonsense at lunch $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps"  
[X Link](https://x.com/MichaelKudrna/status/2018875343310860450)  2026-02-04T02:32Z [----] followers, [----] engagements


"$YELP Total collapse couldn't happen to nicer people. Every restaurant is smiling"  
[X Link](https://x.com/MichaelKudrna/status/2018909739439022317)  2026-02-04T04:49Z [----] followers, [----] engagements


"Restaurants can operate without a CMO (Chief Marketing Officer) However if you're going to do LTO's and focus on the sub-30-year-olds as a customer base it's real tough to do this without a great CMO Chipotle $CMG continues to operate without a CMO. When asked on the conference call how the Carne Asada LTO did in Q4 clearly it wasn't great. If you can't win with a Carne Asada LTO you're going to struggle with the rest. Starts with not generating the proper buzz online from lack of CMO. $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year"  
[X Link](https://x.com/MichaelKudrna/status/2019049459787739390)  2026-02-04T14:04Z [----] followers, [----] engagements


"Thanks to @HedgeyeFood I'm been watching starbucks $sbux and able to trim a little profit taking today The @Hedgeye call is a subscription that pays for itself is you use it correctly AI or not. just keep it simple. yet $CMG is pickled. Portion police all over the brand online and will never be sadisfied - yet if brand makes smaller portions it'll kill check. Lose lose. ex-CMG CMO Tressie at $SBUX is killing it exposing the holes in CMG's team AI or not. just keep it simple. yet $CMG is pickled. Portion police all over the brand online and will never be sadisfied - yet if brand makes smaller"  
[X Link](https://x.com/MichaelKudrna/status/2019091251031601398)  2026-02-04T16:50Z [----] followers, [---] engagements


"@BeefDaddy47 is that one of the closures Pizza Hut is so bad in our area we don't even know where they are located but I see Dominos everywhere and Papa Johns sometimes There's a lesson in that"  
[X Link](https://x.com/MichaelKudrna/status/2019370956691837018)  2026-02-05T11:22Z [----] followers, [---] engagements


"Bourbon Truffle BBQ Pizza for February Solid follow up to the Wagyu Beef Tallow Pizza from January"  
[X Link](https://x.com/MichaelKudrna/status/2019604141895458907)  2026-02-06T02:48Z [----] followers, [---] engagements


"Vonn is everything you want in an American representing Team USA. She knew the risks and she represented USA like a Champion regardless of placement. Hope her injury is not serious and she gets a full recovery. https://x.com/i/status/2020470309573349621 https://x.com/i/status/2020470309573349621"  
[X Link](https://x.com/MichaelKudrna/status/2020570968473706676)  2026-02-08T18:50Z [----] followers, [---] engagements


"Many Bars did NOT perform as expected on Super Bowl Starting to see data from competition clients and clients' friends/competitors that people decided to stay in vs go out more than they expected Alcohol likely didn't perform as expected but the trend that this would happen was right in front of us @Hedgeye_Staples @HedgeyeFood We beat our previous Super Bowl record sizably at 25% Again what was most shocking was pre-orders were down below average but day of orders were more than normal. 3P was up about 100% from last year traditionally a below average 3P day for us (our best package deals"  
[X Link](https://x.com/MichaelKudrna/status/2020900641493671997)  2026-02-09T16:40Z [----] followers, [----] engagements


"@papichiss what's the strategy next year"  
[X Link](https://x.com/MichaelKudrna/status/2020975982065446986)  2026-02-09T21:39Z [----] followers, [--] engagements


"@DaniJurinsky The buzz you just received for being normal and reasonable will outweigh the lost customers Reviews don't matter as much as you think"  
[X Link](https://x.com/MichaelKudrna/status/2020989066104218092)  2026-02-09T22:31Z [----] followers, [----] engagements


"He's right theyve already been leaving Chipotle for [--] straight quarters so this price increase changes nothing $CMG $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking. Guidance was the shocker. Guiding FLAT for [----] while $CMG Chipotle Brutal Q4 Earnings Summary: SSS: -2.5% vs +5.4% last year Traffic: -3.2% vs +4.0% last year 4th straight quarter of negative traffic. They're not lapping tough comps anymore. They're just shrinking."  
[X Link](https://x.com/MichaelKudrna/status/2021235200424804751)  2026-02-10T14:49Z [----] followers, [---] engagements


"Been very patient and finally able to get back into Gamestop $GME trade but keeping stops in the [--] area. Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX"  
[X Link](https://x.com/MichaelKudrna/status/2021236101671788714)  2026-02-10T14:53Z [----] followers, [---] engagements


"Some portfolio notes of interest intraday $USAR went from trimming trade profits to buying back slowly $MSTR went from short to neutral.the first step needed before it can be a safer buy $ASTS went from trade buy this morning to neutral as it bounce hard.can easily be a buy again this afternoon $FRPT continues to grind higher. no rip yet so trimmed trade profit a little as you can easily hit singles waiting for the triple or homerun. CPI on Friday so be careful Been very patient and finally able to get back into Gamestop $GME trade but keeping stops in the [--] area. https://t.co/S4WcjnqiIi"  
[X Link](https://x.com/MichaelKudrna/status/2021260158584684710)  2026-02-10T16:29Z [----] followers, [----] engagements


"We are currently working on [--] Food Service Contracts at the same time. [--] Verbal Yes already preparing the docs to sign and get them started next month [--] (medical facility): building out an allergen menu that they need to approve of first before we can discuss a verbal but so far it looks good on our end [--] new one that just came in today. Waiting on their details to see if it's feasible to quote. My DM's blow up when I talk about these so to answer everyone at once 1) How did we get them They find us.this is why I invest in SEO that I do myself so it's done right. SEO work last year paying off"  
[X Link](https://x.com/MichaelKudrna/status/2021308567962386719)  2026-02-10T19:41Z [----] followers, [---] engagements


"@Placer_ai @McDonalds @McFranchisee"  
[X Link](https://x.com/MichaelKudrna/status/2021343736765231340)  2026-02-10T22:01Z [----] followers, [---] engagements


"@McFranchisee @Placer_ai @McDonalds You're the most honest anon account on here. Low bar but still very meaningful statement"  
[X Link](https://x.com/MichaelKudrna/status/2021344563047419932)  2026-02-10T22:04Z [----] followers, [--] engagements


"My system is designed to help hungry culinary students succeed and rise up the ranks with thorough training that is better than culinary school (and without the debt) but how you use the system and how you invest in yourself is up to the employee.just like @McFranchisee indicates. I can lead the horse to water but I can't force them to drink. If they expect the system to just output success for them.that's not how it works. but hungry people who want a better future use our system to the fullest. That is why we're on our third generation of developing inhouse chefs and I'd put my employee"  
[X Link](https://x.com/MichaelKudrna/status/2021617389310247093)  2026-02-11T16:08Z [----] followers, [---] engagements


"@McFranchisee @dnasserian I'm curious how this stacks up franchise to franchise in regards to subsidizing assistance So many owners I talk to that feel stuck in a franchise they no longer like and this never happens.never getting any subsidy promos"  
[X Link](https://x.com/MichaelKudrna/status/2022018346867437570)  2026-02-12T18:41Z [----] followers, [---] engagements


"@jarett_busacca @RySpalding saying helping or assisting is putting up a big sign "I'm about to sell you" what's wrong with 30+ Year Certified Financial Planner for XYZ People/Businesses One comes off as I'm about to sell you The other comes off as "I'm an expert/I have credibility""  
[X Link](https://x.com/MichaelKudrna/status/2022153890289099236)  2026-02-13T03:40Z [----] followers, [--] engagements


"$BRCB Black Rock Coffee Bar reported earnings and it's one of the few restaurant plays that has growth and margin expansion but still lots of capital expenditures with growing units"  
[X Link](https://x.com/MichaelKudrna/status/1988627498175774975)  2025-11-12T15:18Z [----] followers, [---] engagements


"Stagflation ingredients assembling for March: $DBC up - commodities rising $USO warming . crude above both SMAs $UUP down - dollar weakening Inflation axis turning. Now watch the growth wall: $HYG still calm $IWM & $SPY still holding If Growth holds neutral and Inflation rises.markets will be adjusting for Stagflation. Terrible for restaurants/consumer from $CMG to $FRPT and more On the other hand $MCD tends to do well in Stagflation as consumers trade down. CPI Friday https://twitter.com/i/web/status/2021643392078221540 https://twitter.com/i/web/status/2021643392078221540"  
[X Link](https://x.com/MichaelKudrna/status/2021643392078221540)  2026-02-11T17:51Z [----] followers, [---] engagements


"Anyone ready for after-hours earnings report for Chipotle indicating traffic declines It's not going to be just them in the restaurant industry either. $CMG"  
[X Link](https://x.com/MichaelKudrna/status/1983624829346672668)  2025-10-29T19:59Z [----] followers, 14K engagements


"Fat Brands files Chapter [--] Bankruptcy Fat Brands owns many restaurant brands including Fat Burger Twin Peaks Johnny Rockets Fazoli's and many more They planned on growing themselves out of their debt situation but "inflation and the economy" prevented that"  
[X Link](https://x.com/MichaelKudrna/status/2016148080865739120)  2026-01-27T13:55Z [----] followers, [----] engagements


"Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's is an outlier with tougher comps to beat but still growing. Two of my favorite longs right now while we wait for more consolidation in the market. This is a good stock picking market (@RevShark has been mentioning that for weeks if not longer) $RH and Texas Roadhouse $TXRH Can change any day doesn't mean ignore stop"  
[X Link](https://x.com/MichaelKudrna/status/2017276185068114097)  2026-01-30T16:38Z [----] followers, [----] engagements


"Everyone knows how to run a profitable restaurant without ever owning one Take a step back listen and ask questions first. First off if it was that easy most restaurants would do it. There is a reason restaurants put up with it. And it's a reason that would make most think twice about opening a restaurant. If third party companies captured 15/20/30 percent of the market share -Can you pay your bills on restaurant margins by only going after the remaining [--] percent or so -Can you make the profit worthwhile by only focusing on the remaining [--] percent Restaurants need to grow to survive. The"  
[X Link](https://x.com/MichaelKudrna/status/2018692796949897425)  2026-02-03T14:27Z [----] followers, [----] engagements


"Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's https://t.co/zzJKT8tYbS Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant"  
[X Link](https://x.com/MichaelKudrna/status/2018759545888059820)  2026-02-03T18:52Z [----] followers, [----] engagements


"This is a common scam We get it probably [--] times a year for over a decade. It's so often that the chefs ask them for their credit card until they hang up if we don't just hang up first because we're busy They also do this electrical scam for Nat Gas Comcast and more Their aggressiveness in needing your money ASAP else the outcome of losing the service happens within an hour or two is the tipoff. SMB owner buddy got caught in a well known electricity scheme fraud. Random phone call from somebody saying your electricity will be shut off in an hour due to unpaid invoice and to call the utility"  
[X Link](https://x.com/MichaelKudrna/status/2019772925201572314)  2026-02-06T13:59Z [----] followers, [----] engagements


"$EAT Brinker (Chili's) ripping to new highs today despite all the panic in the markets yesterday almost $169 Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a good Q1/1H [----] for restaurants because many have weak earning comps to beat. Chili's https://t.co/zzJKT8tYbS Buying more Brinker $EAT (Chili's) on todays pullback post earnings initial stops around [---] in case pullback goes deeper than expected most restaurant stocks I've had in a while I expect a"  
[X Link](https://x.com/MichaelKudrna/status/2019798567099957640)  2026-02-06T15:41Z [----] followers, [---] engagements


"Fresh Pet $FRPT is developing towards Fresh Highs Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX Not a day to do nothing for the portfolio $EAT $TXRH $SBUX $CMG $USAR $GME $CBRL $ASTS $FRWG $FRPT $XERS $WRBY $REAL $RH $BJRI $MCD $MSOS $BTC $XRP https://t.co/6y4495OVbX"  
[X Link](https://x.com/MichaelKudrna/status/2021226154510664099)  2026-02-10T14:14Z [----] followers, [---] engagements


"$USAR overweight rating from Cantor with a new price target of $35 from $28 (currently $21.88.60% price increase) https://finance.yahoo.com/news/usa-rare-earth-usar-3-172026304.html Some portfolio notes of interest intraday $USAR went from trimming trade profits to buying back slowly $MSTR went from short to neutral.the first step needed before it can be a safer buy $ASTS went from trade buy this morning to neutral as it bounce hard.can easily be a https://finance.yahoo.com/news/usa-rare-earth-usar-3-172026304.html Some portfolio notes of interest intraday $USAR went from trimming trade"  
[X Link](https://x.com/MichaelKudrna/status/2021470267995005374)  2026-02-11T06:24Z [----] followers, [----] engagements


"Most important question on the MCD earnings call that nobody is talking about: Baird asked if franchisees will keep running $5/$8 value meals now that corporate is pulling its financial subsidy. For non-franchise people: McDonald's corporate was CO-PAYING part of those meal deals to make the math work for store owners. Independents don't always understand how that relationship works. That money is going away now. Kempczinski's response "The numbers are pretty clear" and he hopes franchisees "look at the data." The entire Q4 traffic surge . +6.8% US comps low-income share gains . was built on"  
[X Link](https://x.com/MichaelKudrna/status/2021986439978754275)  2026-02-12T16:35Z [----] followers, [----] engagements


"The only thing flashing a confident buy today on my radar is $GME which hasn't broken short-term support yet. but it's real close to breaking down so stops are important Most everything else has broken short-term trends but [--] day trends holding well in most cases. Cash is King right now Growth deterioration accelerating. Credit starting to crack. SPY is holding but pressure. this is the most stress we've seen in a while if SPY breaks could be more much short-term sector rotation towards possible stagflation Cash is King right now Growth deterioration accelerating. Credit starting to crack."  
[X Link](https://x.com/MichaelKudrna/status/2022022959251304560)  2026-02-12T19:00Z [----] followers, [----] engagements


"All I could really do today was buy some $GME and $USAR as Vol was decreasing and they held [--] day trends GME holding short-term trend too.cut or trim most everything else and since I deleveraged risk bought some ASTS at the lows but it's on the verge of breaking a [--] day trend which isn't good. Tomorrow CPI is going to have everyone's eyes on it. Could be another wild day. The only thing flashing a confident buy today on my radar is $GME which hasn't broken short-term support yet. but it's real close to breaking down so stops are important Most everything else has broken short-term trends"  
[X Link](https://x.com/MichaelKudrna/status/2022073048355176641)  2026-02-12T22:19Z [----] followers, [---] engagements


"@JT_in_LA If CPI comes in cool TLT should rip DUOL not something I'm good with. If it's not above at least [--] day trends my buy and sell signals don't work well. Rather be in cash than buying and holding until the sector rotation is clear hopefully after CPI tomorrow"  
[X Link](https://x.com/MichaelKudrna/status/2022134341351223658)  2026-02-13T02:22Z [----] followers, [--] engagements


"CPI came in cool. Nobody cares anymore. Inflation was yesterday's problem. The real story now is growth and credit . both are cracking watch $HYG. The SPY broke its trend line yesterday and bonds are the only thing going up. When the safest trade in the market is lending money to the government it's time to pay attention. Today's close will be important [--] day weekend. Will people want to hold risk into that Today started as a flight to safety day and closed as a sell everything type day.growth is cracking. Tomorrow's CPI Inflation report is one of the most important inflation reports it's"  
[X Link](https://x.com/MichaelKudrna/status/2022313031590351239)  2026-02-13T14:12Z [----] followers, [---] engagements


"Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround = closing [---] stores and hoping Biggie Deals at $4/$6/$8 brings bodies back. Jan '26 already -8%. Comps get way easier later in '26 but the 2-year stack is -7.2%. That's real demand destruction. https://twitter.com/i/web/status/2022359403903553644 https://twitter.com/i/web/status/2022359403903553644"  
[X Link](https://x.com/MichaelKudrna/status/2022359403903553644)  2026-02-13T17:17Z [----] followers, [----] engagements


"A Burger Chain with Zero Burger Innovation in [----]. Guess how well they did Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround = closing [---] stores and hoping Biggie Deals at https://t.co/AsLyhokhLc Wendys $WEN just printed -11.3% U.S. comps. Traffic negative [--] of [--] quarters. Dividend cut 44%. Guiding EPS down 35%.complete opposite of $MCD A burger chain that had zero burger innovation in [----]. "Project Fresh" turnaround"  
[X Link](https://x.com/MichaelKudrna/status/2022377533677912495)  2026-02-13T18:29Z [----] followers, [---] engagements


"We handle food service for daycares We walk in and introduce ourselves and discuss their needs. Easy to talk to nothing looks off Never seen a daycare like the ones on video. Never @KennyCap_Phd Pattern recognition. The point isn't whether these specific daycares are guilty.it's that a random kid on the internet is doing the job nobody else will. I've watched this movie before: PPP fraud COVID hospital billing scams government grants flowing to ghost operations @KennyCap_Phd Pattern recognition. The point isn't whether these specific daycares are guilty.it's that a random kid on the internet"  
[X Link](https://x.com/MichaelKudrna/status/2006119723327447099)  2025-12-30T21:46Z [----] followers, [---] engagements


"AI adds an element of fun to boring or monotonous marketing As with any tech it can be used for good or bad but just using it for fun is harmless Happy New Year"  
[X Link](https://x.com/MichaelKudrna/status/2006428084321530050)  2025-12-31T18:11Z [----] followers, [---] engagements


"@triweb @713Capital @financedystop And you know what's in it vs the chemical factory food shipped to the cheap places"  
[X Link](https://x.com/MichaelKudrna/status/2006459753204269105)  2025-12-31T20:17Z [----] followers, [---] engagements


"@publicpolicyman Nobody wants to visit Chicago anymore [--] years ago ppl always find a way to go there and enjoy it Now they avoid it at all costs Therefore the business math is you must generate more sales to offset inflation on a smaller market of potential customers"  
[X Link](https://x.com/MichaelKudrna/status/2006487104986206254)  2025-12-31T22:06Z [----] followers, [---] engagements


"Interesting question posed on the fraud situation in Minnesota Largest nationwide insurer $UNH UnitedHealth has their HQ in Minnesota You have to wonder how involved UNH might be"  
[X Link](https://x.com/MichaelKudrna/status/2007111150526452053)  2026-01-02T15:26Z [----] followers, [---] engagements


"I'm so glad I got rid of our booths Parents these days just let their kids do whatever. They'd jump on the booths destroying them and the parents just didn't even care. They took so much abuse that it was impossible to keep investing in them without just throwing money away https://twitter.com/i/web/status/2007112007082819902 https://twitter.com/i/web/status/2007112007082819902"  
[X Link](https://x.com/MichaelKudrna/status/2007112007082819902)  2026-01-02T15:29Z [----] followers, [---] engagements


"Olive Garden is now delivering their food. Everyone dismisses Olive Garden. It's a punchline for most. But here's what most people miss about the restaurant industry: Market share is a wheel You lose it. You adapt. You steal it back. Then someday you lose it again. The winners aren't the ones who never fall. They're the ones who understand the wheel keeps spinning.and they position for the next turn. All independent restaurants can learn from this. Olive Garden's parent company Darden gets this. Their casual dining prices undercut the competition. Now they're meeting customers where they"  
[X Link](https://x.com/MichaelKudrna/status/2007127624951205960)  2026-01-02T16:31Z [----] followers, [---] engagements


"@JamesOReillyHQ Id be surprised if the other locations like Rosemont close But not surprised with Chicago. It's no longer the destination place if once was. It's avoided too much now Just look at the disastrous turnout for the Chicago NYE event as further proof"  
[X Link](https://x.com/MichaelKudrna/status/2007232794859278387)  2026-01-02T23:29Z [----] followers, [--] engagements


"Doordash has some explaining to do"  
[X Link](https://x.com/MichaelKudrna/status/2007266123830702514)  2026-01-03T01:41Z [----] followers, [----] engagements


"@michaeljknowles We needed deflation like [----] To set up an economic boom for more than the top This is better than the last but scraps compared to what was needed"  
[X Link](https://x.com/MichaelKudrna/status/2007460541392953468)  2026-01-03T14:34Z [----] followers, [---] engagements


"It's midnight You turn on TV to see what's on There is one movie that always stops your search even if you've seen it a million times For me It's Rocky (any of them) I'll stop scrolling immediately and put it on What's everyone else's"  
[X Link](https://x.com/MichaelKudrna/status/2007466656751026225)  2026-01-03T14:58Z [----] followers, [---] engagements


"@McFranchisee @McDonalds People might have more money and freedom soon to buy a big Mac at a Venezuelan drive thru"  
[X Link](https://x.com/MichaelKudrna/status/2007605940758163958)  2026-01-04T00:12Z [----] followers, [---] engagements


"@adamcjoyce @michaeljknowles "is a take" = I've never read history on 1920-21 Harding cut spending 50% let prices correct.recession over in [--] months.then the Roaring Twenties Twitter ain't working out for you very well but the history books are free man"  
[X Link](https://x.com/MichaelKudrna/status/2007619241038729641)  2026-01-04T01:05Z [----] followers, [--] engagements


"@FeralHSMom @michaeljknowles The Great Depression came from Hoover & FDR intervening.the exact opposite of what I'm proposing. You've got the cause and cure backwards anon"  
[X Link](https://x.com/MichaelKudrna/status/2007633370428387738)  2026-01-04T02:01Z [----] followers, [--] engagements


"@SteaknShake @IsIllinois Biglari laughs as people think steak and shake is patriotic Simple Google search will tell you his true character"  
[X Link](https://x.com/MichaelKudrna/status/2007940742774497789)  2026-01-04T22:22Z [----] followers, [---] engagements


"RC is still better than Coke and Pepsi"  
[X Link](https://x.com/MichaelKudrna/status/2008028521550229736)  2026-01-05T04:11Z [----] followers, [---] engagements


"The greatest trick the devil ever pulled was convincing you Biglari is patriotic They laugh at how foolish you are to think they care and that you believe they align with your beliefs It's all about $$$"  
[X Link](https://x.com/MichaelKudrna/status/2008223346841022529)  2026-01-05T17:05Z [----] followers, [----] engagements


"@McFranchisee @sircalebhammer Do the math on daily salads from sweet green ha"  
[X Link](https://x.com/MichaelKudrna/status/2008294372345864200)  2026-01-05T21:47Z [----] followers, [---] engagements


"@Cernovich "abide by the UN international law" they say"  
[X Link](https://x.com/MichaelKudrna/status/2008323473764921655)  2026-01-05T23:43Z [----] followers, [---] engagements


"@mtaibbi What are you arguing with a kid from the Netherlands about American issues"  
[X Link](https://x.com/MichaelKudrna/status/2008356305149235504)  2026-01-06T01:53Z [----] followers, [---] engagements


"WW3 must be postponed BREAKING: Venezuelan Stock Exchange ends the day +17% as markets react to the U.S. capturing their president. https://t.co/MDl8TyUYjI BREAKING: Venezuelan Stock Exchange ends the day +17% as markets react to the U.S. capturing their president. https://t.co/MDl8TyUYjI"  
[X Link](https://x.com/MichaelKudrna/status/2008543099056992767)  2026-01-06T14:16Z [----] followers, [---] engagements


"Got an investment email claiming "every income group has more savings than 2019." The Federal Reserve's own data says otherwise. Bottom 80%: 13% BELOW pre-pandemic path (SF Fed Aug 2024) Bottom 20%: Never built excess savings .actually "dis-saved" (ABN AMRO/Fed data July 2024) Top 20%: Only 2% below . they're fine Fed Chair Powell Oct 2025: "There's a bifurcated economy. consumers at the lower end are struggling." "Every income cohort" is demonstrably false. https://twitter.com/i/web/status/2008563157417996539 https://twitter.com/i/web/status/2008563157417996539"  
[X Link](https://x.com/MichaelKudrna/status/2008563157417996539)  2026-01-06T15:35Z [----] followers, [---] engagements


"Respectfully.you cherrypicked and you didn't win this debate with @MattWalshBlog I appreciate someone bringing in Compendium citations but you're presenting an incomplete picture The SAME doc you're quoting says in Section 506: "The principle of national sovereignty cannot be claimed as a motive for preventing an intervention in defense of innocent victims" Section [---] states that authority which "fails to seek the common good. delegitimizes itself." On top of that if my quoted my sources correctly as some are from Venezuela. Pope Benedict speaking at UN "If States are unable to guarantee"  
[X Link](https://x.com/MichaelKudrna/status/2008636951466058197)  2026-01-06T20:29Z [----] followers, [----] engagements


"Hot dogs and Marvel movies have no logical connection to Venezuela. Compendium passages on sovereignty and international law do If the blanket citations void nuance weren't meant to apply to anything why post them That's pretty obscure content to share just for fun. What was the application I'd like to believe you aren't posting clickbait for your account but with some of your retweets and now talking hot dogs and marvel movies it's very possible you are. https://twitter.com/i/web/status/2008666485648916559 https://twitter.com/i/web/status/2008666485648916559"  
[X Link](https://x.com/MichaelKudrna/status/2008666485648916559)  2026-01-06T22:26Z [----] followers, [---] engagements


"This is when ppl realized the power of victimhood. Burger King complained the commercial was unethical & McDonald's pulled a genius commercial back in the day"  
[X Link](https://x.com/MichaelKudrna/status/2008740374190453144)  2026-01-07T03:20Z [----] followers, [----] engagements


"If you didn't increase your prices to offset food inflation this is what happened to your restaurant P&L"  
[X Link](https://x.com/MichaelKudrna/status/2008901503130468460)  2026-01-07T14:00Z [----] followers, [----] engagements


"@jonathanmaze I expect Starbucks to have a higher probability of success than most on that list They are winning the marketing game for traffic and pivoting to the right trends like protein after shedding many bad locations"  
[X Link](https://x.com/MichaelKudrna/status/2008973317869596991)  2026-01-07T18:45Z [----] followers, [---] engagements


"@jbmp51 @jonathanmaze That's my point exactly expectations are too low hence the stock down yet it's still making higher highs since October"  
[X Link](https://x.com/MichaelKudrna/status/2008986704523481239)  2026-01-07T19:38Z [----] followers, [--] engagements


"I'm being imprecise since I'm on my phone my mistake. You're right I agree that expectations on Nichols himself is high but not on 1H [----] for Starbucks which is what I was referring to. $SBUX H1 [----] - my homework: Q1 beat: -4% comps / $0.69 EPS Q2 beat: -1% comps / $0.41 EPS Where they are now: Q4 actual: +1% comps / $0.52 EPS (first positive in [--] Qs) Estimates: Q1 $0.59 (-14%) / Q2 $0.43 (+5%) Lapping ugly numbers with positive momentum Bar is low. H2 needs 37-40% EPS growth.will revisit after Jan [--] Investor Day. I also am bullish on the stock market flows in 1H [----] overall which will"  
[X Link](https://x.com/MichaelKudrna/status/2008991317175792109)  2026-01-07T19:57Z [----] followers, [---] engagements


"It's never easy to say no to a customer. You don't want to push them toward the competition. But sometimes no is the right call. How you say it matters Recently a school PTA wanted [----] pricing in [----]. I offered what I could but the discount they needed was too deep. Here's the thing: I'm not obligated to burn out my staff on heavily discounted work when there's no full price business to balance it out Costs went up. If you burn out your team chasing bad deals that's on you. At least once a week here 💐 cc @MichaelKudrna https://t.co/30Jj6DIUrt At least once a week here 💐 cc @MichaelKudrna"  
[X Link](https://x.com/MichaelKudrna/status/2009297264112550067)  2026-01-08T16:12Z [----] followers, [---] engagements


"@DeItaone Has to be a typo"  
[X Link](https://x.com/MichaelKudrna/status/2009331199748247830)  2026-01-08T18:27Z [----] followers, [----] engagements


"My largest position that I trade continues to be $ASTS I currently have a mixture of $XERS $GTBIF $GLASF $BTC $XRP $MSOS $BYRN $BYD $REAL $MSOS $AMKR $RH but $ASTS is my largest as their future impact hasn't even been witnessed yet. I actively trade it though always right sizing on the way up so I have ammo to buy on any trades lower that find support. Once in a while you can get into a company early enough that it's growth trajectory can Multi-X it. Ignore the $90 and don't value by $ that can easily change with a share structure change. $ASTS Spacemobile has a 27% short float (probably"  
[X Link](https://x.com/MichaelKudrna/status/2009340432791097355)  2026-01-08T19:04Z [----] followers, [----] engagements


"Now have a Roomba first one.didn't know how I'd like it. Never bought it years ago wanted to wait for tech to get better and price to come down. Not the latest model but a good one. Great discount Cost per unit dropped that made it a no brainer to buy and try. Watching this thing in action knowing it doesn't even have AI or any of the latest tech is impressive The newer versions must be even better As I watch this thing in action I see that when the economics make sense (cost per unit) all that manual labor on farms and in the fields will be replaced someday."  
[X Link](https://x.com/MichaelKudrna/status/2009627669202080097)  2026-01-09T14:05Z [----] followers, [---] engagements


"U3 Unemployment is no longer relevant as a historical unemployment rate until at least it adjusts for Uber/DD Drivers (started in 2010/2012) which pays better than unemployment. That said I have more applications than I probably ever had in all my years. It's been building like this for a few years now and yet I somehow got more this year than last. Seeing more desperation in applications as well which is concerning. When you're nowhere near the location of the job and you're still trying to get any job you can.that's a bad sign. For my @McDonalds: My retention is at an all-time high and my"  
[X Link](https://x.com/MichaelKudrna/status/2009629320164069460)  2026-01-09T14:12Z [----] followers, [----] engagements


"Despite higher applications quits rate has been dropping and recently stabilized around 2% overall Restaurants bounced off lows to 4.4% helping stabilize overall total nonfarm at 2% but if it drops back to lows that 2% will drop further. Most other segments have a lower quits rate When you're uncomfortable quitting.that's a bad sign for the labor and economy. U3 Unemployment is no longer relevant as a historical unemployment rate until at least it adjusts for Uber/DD Drivers (started in 2010/2012) which pays better than unemployment. That said I have more applications than I probably ever had"  
[X Link](https://x.com/MichaelKudrna/status/2009633085998891076)  2026-01-09T14:27Z [----] followers, [---] engagements


"Not Blackbox but showing QSR Restaurant Traffic Data back on long-term decline. Due to YoY comps it might stabilize a bit now closer to 0% but I don't expect positive territory. Q4 [----] had a boost by election/campaign traffic combined with political optimism that fell flat come [----]. Blackbox Restaurant Data for Dec -1% Dec Sales Traffic declines again All segments took a hit Blackbox Restaurant Data for Dec -1% Dec Sales Traffic declines again All segments took a hit"  
[X Link](https://x.com/MichaelKudrna/status/2009638555643949274)  2026-01-09T14:49Z [----] followers, [---] engagements


"Many questions on the credit card cap talked about tonight 1) will business be exempt and if so does the cut on residential mean they'll increase rates for business to make up for it 2) it's only one year will credit cards companies/banks cancel cards or ride it out 3) can this even be done without Congress Start date implies Congress is not needed or the deal is already agreed behind the scenes https://twitter.com/i/web/status/2009835681443381492 https://twitter.com/i/web/status/2009835681443381492"  
[X Link](https://x.com/MichaelKudrna/status/2009835681443381492)  2026-01-10T03:52Z [----] followers, [---] engagements


"4) will banks be given a federal credit line to support the interest rate cut if they don't cancel cards"  
[X Link](https://x.com/MichaelKudrna/status/2009838196570603562)  2026-01-10T04:02Z [----] followers, [---] engagements


"5) more of a note after speaking to a banker that deals with credit cards. If you have credit card debt for [--] year it would make sense to pay the same or increase payments because you'd hit the principal faster to pay it down and reduce future interest"  
[X Link](https://x.com/MichaelKudrna/status/2009841567767396711)  2026-01-10T04:15Z [----] followers, [---] engagements


"@NYCMayor @musharbash_b @GovKathyHochul So everyone gets to file as a daycare"  
[X Link](https://x.com/MichaelKudrna/status/2009984987152711844)  2026-01-10T13:45Z [----] followers, [---] engagements


"@RickCanale This one is interesting though. Usually they just toss money out but this one is different and typically a bad economic policy to do however the curve ball is it's only [--] year and unknown if the banks get a lifeline to sustain the [--] year cap"  
[X Link](https://x.com/MichaelKudrna/status/2010002111522844854)  2026-01-10T14:53Z [----] followers, [--] engagements


"@TheSouthernKit1 @RickCanale Tried a lot of things but I haven't hard horse. What's it like"  
[X Link](https://x.com/MichaelKudrna/status/2010002228489420897)  2026-01-10T14:54Z [----] followers, [--] engagements


"@alueder well if everyone is poor less people will be fat and needing GLP1. So there's that"  
[X Link](https://x.com/MichaelKudrna/status/2010002631574598064)  2026-01-10T14:55Z [----] followers, [--] engagements


"Have any restaurants used a Roomba yet to clean I know a few full service that have used old tech with mediocre results but not the newer ones. @george_sopp Yea I'm a novice still but this one seems to do the job I treat it as it can tackle 90% and we can finish the 10% Actually considering it for the restaurant. @george_sopp Yea I'm a novice still but this one seems to do the job I treat it as it can tackle 90% and we can finish the 10% Actually considering it for the restaurant"  
[X Link](https://x.com/MichaelKudrna/status/2010003626283204960)  2026-01-10T14:59Z [----] followers, [---] engagements


"@RickCanale Yea that's typically how it works When there is an opportunity to do something too many waste it Lack of financial education + discipline"  
[X Link](https://x.com/MichaelKudrna/status/2010005418685444414)  2026-01-10T15:06Z [----] followers, [--] engagements


"What I want to know is what data does McDonald's accumulate to analyze that independent restaurants don't usually have This is one reason I almost always listen to conference calls of major restaurants every quarter to stay up to date on the data the big boys are digesting @McFranchisee I look a combination of year year (trading day) weekly monthly previous [--] days year over a year as well as a two-year stack I dont look at all of them at the same time each one has its purpose. I look at daily mainly to see any inefficiencies in the business. I can I look a combination of year year (trading"  
[X Link](https://x.com/MichaelKudrna/status/2010400373438034113)  2026-01-11T17:16Z [----] followers, 11.4K engagements


"Well it looks like Buffalo Bills are going to need more heroics from Josh Allen as nobody else is showing up to play yet"  
[X Link](https://x.com/MichaelKudrna/status/2010421695656648778)  2026-01-11T18:40Z [----] followers, [---] engagements


"@DJ_EBITDA Bears Bills Super Bowl would be great for me personally Stafford playing his best season though"  
[X Link](https://x.com/MichaelKudrna/status/2010436794308026549)  2026-01-11T19:40Z [----] followers, [--] engagements


"The man in charge of fighting inflation couldn't keep his own building project from inflating 30%. Now he's under investigation for it. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"  
[X Link](https://x.com/MichaelKudrna/status/2010535555826581593)  2026-01-12T02:13Z [----] followers, [---] engagements


"@cherrygarciafan ty but while I'm happy and grateful since many didn't experience growth.but behind on where I wanted to be to start the year. Momentum is on our side though"  
[X Link](https://x.com/MichaelKudrna/status/2010834073757876698)  2026-01-12T21:59Z [----] followers, [--] engagements


"Core CPI below expectations today Remember when they told you Tariffs would skyrocket inflation Be careful who you blindly trust. Very easy when the data was already there to prove otherwise Now if we could only get some short-term deflation to reset prices a bit for 80% of Americans. For those who are told that Tariffs are going to skyrocket inflation. From the original "Tariff War" Tariffs were announced in a tweet on March [----] The last tariff ended Jan [----] It never once even hit 3%. NSA CPI Inflation was mostly below the start of the tariffs as https://t.co/lsQiJOBurL For those who are"  
[X Link](https://x.com/MichaelKudrna/status/2011082278550523984)  2026-01-13T14:25Z [----] followers, [---] engagements


"What's the consensus with integrating email with AI That's a lot of data you're giving them access to But efficiency improves dramatically it seems"  
[X Link](https://x.com/MichaelKudrna/status/2011083864371053003)  2026-01-13T14:32Z [----] followers, [---] engagements


"Choose your side. I will never join the side of anyone that thinks this article below from People is righteous or just Scott Adams Final Letter https://x.com/ScottAdamsSays/status/2011091094113828959s=20 https://x.com/ScottAdamsSays/status/2011091094113828959s=20"  
[X Link](https://x.com/MichaelKudrna/status/2011131950283833532)  2026-01-13T17:43Z [----] followers, [---] engagements


"When you hear about the "retail sales" beat today at .6% Realize that those numbers are from the big box monopolies.not the small business. It's just indicative that the K economy is real. NFIB is the small business [--] years of negative numbers 👇 [--] years straight of Negative Economic Numbers. That's how long more small businesses have reported to NFIB earnings going DOWN than UP. Every. Single. Month. Since [----]. Long tweet incoming. But by the end you'll understand what's really happening to small business how to https://t.co/0bXNyj5V56 [--] years straight of Negative Economic Numbers. That's"  
[X Link](https://x.com/MichaelKudrna/status/2011446748598899008)  2026-01-14T14:34Z [----] followers, [---] engagements


"An Illinois Papa John's $PZZA franchise hit my feed. Let me show you why restaurant buyers get suckered into bad deals. $664k sales. $78k NOI. Asking $200k. That's a 2.5x multiple and 39% return. Incredible deal right Not so fast. THE GOOD: $2000/month rent on $664k volume is absurd. Industry standard is 6-10% of sales ($3300-$5500/mo). They're at 3.6%. That's a real competitive advantage. THE PROBLEMS: Papa John's fees run 12% (royalty + marketing). On $664k That's $80k/year. If not already deducted from that $78k NOI you're actually negative $1700. You'd pay $200k to lose money. "Owner"  
[X Link](https://x.com/MichaelKudrna/status/2011467479936041131)  2026-01-14T15:56Z [----] followers, 122.8K engagements


"@cabot_phillips @RevShark I was told by reliable Twitter and media experts that the tariffs would bring us over [--] percent"  
[X Link](https://x.com/MichaelKudrna/status/2011477771315245444)  2026-01-14T16:37Z [----] followers, [---] engagements


"Cracker barrels biggest mistake is not having a COO and tighter operations The fake outrage earlier would have been minimized if operations were tighter Managers at cracker barrel are typically not hirable in any other restaurant"  
[X Link](https://x.com/MichaelKudrna/status/2011493445257609706)  2026-01-14T17:39Z [----] followers, [---] engagements


"@JamesOReillyHQ Chipotle still having these issues too Protein bowl is going viral for lack of standardized portions"  
[X Link](https://x.com/MichaelKudrna/status/2011496828097732664)  2026-01-14T17:53Z [----] followers, [--] engagements


"Too many future restaurant owners will get into the industry by being suckered from a for sale ad @MichaelKudrna Actually bro reading that made me ill. What a bad business. @MichaelKudrna Actually bro reading that made me ill. What a bad business"  
[X Link](https://x.com/MichaelKudrna/status/2011527037522231564)  2026-01-14T19:53Z [----] followers, [---] engagements


"@c0oki3_m0nsta @GenXGirl1994 Mo Nop Oly From Fr Aud"  
[X Link](https://x.com/MichaelKudrna/status/2011528986745356303)  2026-01-14T20:00Z [----] followers, [--] engagements


"$ASTS continues to act very bullish with a growing probability of a new [--] week high. Down days are getting bought up fairly quickly. Momentum and the Trend are your friend @endless_frank has a good amount of posts keeping you in the loop here. My largest position that I trade continues to be $ASTS I currently have a mixture of $XERS $GTBIF $GLASF $BTC $XRP $MSOS $BYRN $BYD $REAL $MSOS $AMKR $RH but $ASTS is my largest as their future impact hasn't even been witnessed yet. I actively trade it though always right https://t.co/M3pNdd4PYY My largest position that I trade continues to be $ASTS I"  
[X Link](https://x.com/MichaelKudrna/status/2011559239769309553)  2026-01-14T22:01Z [----] followers, [---] engagements


"like many chains Papa Johns has an aggressive expansion approach to pad leadership numbers over improving economics strategies of existing units @MichaelKudrna How is it 4th largest in the US but climbs to 3rd largest in the world @MichaelKudrna How is it 4th largest in the US but climbs to 3rd largest in the world"  
[X Link](https://x.com/MichaelKudrna/status/2011827555477696891)  2026-01-15T15:47Z [----] followers, [---] engagements


"@QSRguy i might just uber it hate running"  
[X Link](https://x.com/MichaelKudrna/status/2011838446373867939)  2026-01-15T16:30Z [----] followers, [--] engagements


"@_GJK_ Was never a fan of Vodka but Stoli was everywhere back then. Times have changed"  
[X Link](https://x.com/MichaelKudrna/status/2012381637791584632)  2026-01-17T04:29Z [----] followers, [--] engagements


"@TheChiefNerd CEO: We need more money Investor: What about the fraud and waste CEO: Thats separate. Investor: Separate from what CEO: Separate from you wiring us more cash"  
[X Link](https://x.com/MichaelKudrna/status/2012403203585831354)  2026-01-17T05:54Z [----] followers, [--] engagements


"The restaurant that raised prices 3x last year is now empty. The one that got faster and cut waste is packed. Efficiency beats inflation"  
[X Link](https://x.com/MichaelKudrna/status/2012517766142579187)  2026-01-17T13:30Z [----] followers, [---] engagements


"Everyone wants to own a restaurant until it's 9pm and someone called off"  
[X Link](https://x.com/MichaelKudrna/status/2012721612080959725)  2026-01-18T03:00Z [----] followers, [----] engagements


"Customers say if you just lowered your price you'd be busier. Congrats now you're busy AND broke"  
[X Link](https://x.com/MichaelKudrna/status/2013105093864776134)  2026-01-19T04:23Z [----] followers, [---] engagements


"@JackDan66096166 Better use it soon before chapter [--] turns chapter 7"  
[X Link](https://x.com/MichaelKudrna/status/2013258401975775338)  2026-01-19T14:33Z [----] followers, [--] engagements


"The best available coach on the market for the Buffalo Bills And the second highest winning coach of the last decade is. Sean McDermott Sure hope the Bills hire this guy Pegula (ownership) now gets all the focus and if this move backfires will turn a great deal of Buffalo fans against ownership demanding he sell Before McDermott bills fans waited decades for a good coach to right the ship. If this move to fire him doesn't get them a super Pegula (ownership) now gets all the focus and if this move backfires will turn a great deal of Buffalo fans against ownership demanding he sell Before"  
[X Link](https://x.com/MichaelKudrna/status/2013284610335977685)  2026-01-19T16:17Z [----] followers, [---] engagements


"Classy guy Going to see him reunited with Bills players wherever he goes In business Customers don't buy from companies They buy from sales reps they build a relationship with and trust I'm sure players will look to reunite wherever Sean McDermott goes once contracts expire They know the culture he builds We Love YouWe will miss Buffalo.Bills Mafia you are one of one A classy statement from Sean McDermott following his surprising exit from Buffalo: https://t.co/teRqQpmDE1 We Love YouWe will miss Buffalo.Bills Mafia you are one of one A classy statement from Sean McDermott following his"  
[X Link](https://x.com/MichaelKudrna/status/2013397433472987399)  2026-01-19T23:45Z [----] followers, [---] engagements


"@jaq_neco DM me. Need more info about what you did and what issue you're now facing. Just costs going up or traffic declines etc"  
[X Link](https://x.com/MichaelKudrna/status/2013795800191578574)  2026-01-21T02:08Z [----] followers, [--] engagements


"This isn't totally uncommon You'll never find a restaurant I work with or own doing this intentionally For some the POS system settings can base it off the pre discount total Some intentionally do this and play ignorant. Others just don't even know their POS has settings For a small few their POS is so bottom of the barrel quality that it actually cant calculate correctly A good POS is necessary and vital. Restaurants are lying about the tip percentages https://t.co/6SpDfAg8Ix Restaurants are lying about the tip percentages https://t.co/6SpDfAg8Ix"  
[X Link](https://x.com/MichaelKudrna/status/2013797930377920588)  2026-01-21T02:16Z [----] followers, [----] engagements


"Tunnel vision kills businesses It's when you're so focused on ONE problem that you don't see what your "fix" breaks Sales are slow Run a 20% discount. Fast solution Now you're slammed profit per ticket is gone staff is burned out and you trained customers to wait for deals You "fixed" one thing but ended up breaking four. Before any solution ask. What systems does this touch What data am I missing Who else does this impact Slow decisions beat fast disasters"  
[X Link](https://x.com/MichaelKudrna/status/2013986253574721987)  2026-01-21T14:45Z [----] followers, [---] engagements


"This is what failed leadership looks like. Learn from this. Why would you want to work for Pegula and Beane the way they continue to handle this situation https://x.com/i/status/2013994349449625756 Wow. #Bills owner Terry Pegula says the coaching staff pushed to draft WR Keon Coleman and that was never GM Brandon Beane's top choice in that situation. "That was Brandon being a team player. . He's taken heat over it. I'm here to tell you the true story." Wowza. I've never https://t.co/mimTgT9zc9 https://x.com/i/status/2013994349449625756 Wow. #Bills owner Terry Pegula says the coaching staff"  
[X Link](https://x.com/MichaelKudrna/status/2014005853309853953)  2026-01-21T16:03Z [----] followers, [----] engagements


"Players wanted to come to Buffalo and it's clear now more than ever it WAS ONLY because of Sean McDermott They just warned the future Coach you're coming into a poisonous situation (now tainting the open position) and that you will be thrown under the bus to protect themselves"  
[X Link](https://x.com/MichaelKudrna/status/2014005883433287893)  2026-01-21T16:03Z [----] followers, [---] engagements


"Another lesson for business leaders. Analytics are important but often misread [--] angry little people demanded Sean McDermott be fired.most of them for clickbait The overwhelming amount of people did not support it.they were simply silent until it happened Buffalo Bills Pegula/Beane completely misread the room thinking everyone would support them.wow were they wrong. Now they are poisoning the well to justify their decision. Mind blowing case study right here folks. Learn from it. This is what failed leadership looks like. Learn from this. Why would you want to work for Pegula and Beane the"  
[X Link](https://x.com/MichaelKudrna/status/2014008819190292540)  2026-01-21T16:14Z [----] followers, [---] engagements


"@BrandonPerna He needs to in order to set the tone that he has more negotiating leverage than he ever has right now His leverage will never be stronger than right now"  
[X Link](https://x.com/MichaelKudrna/status/2014076220694986923)  2026-01-21T20:42Z [----] followers, [---] engagements


"Popeyes says the economy is booming"  
[X Link](https://x.com/MichaelKudrna/status/2014077531834507362)  2026-01-21T20:47Z [----] followers, [---] engagements


"@DeItaone I've spoken to many banks I call bullshit It's a [--] year cap And they will get federal support with it"  
[X Link](https://x.com/MichaelKudrna/status/2014096463274320127)  2026-01-21T22:03Z [----] followers, [---] engagements


"@StefanMolyneux If we get Greenland I might switch from neat to on the rocks"  
[X Link](https://x.com/MichaelKudrna/status/2014096805894521076)  2026-01-21T22:04Z [----] followers, [---] engagements


"Many restaurants have significant credit card debt due to inventory and high cost of equipment purchases [--] year would help many of them stay afloat another year Many restaurants are hanging on by a thread BARTIROMO: One analyst said it's gonna cut earnings for the banks by as much as 16% TRUMP: It's a one year deal. We gotta let people get back on their feet BARTIROMO: Jamie Dimon says it's an economic disaster TRUMP: They were destroyed. These people were destroyed during the https://t.co/CeInD5JEkz BARTIROMO: One analyst said it's gonna cut earnings for the banks by as much as 16% TRUMP:"  
[X Link](https://x.com/MichaelKudrna/status/2014346393666588679)  2026-01-22T14:36Z [----] followers, [---] engagements


"@CXCarroll I'm a whale of a customer for nicotine I can buy a week supply of nicotine for the cost of [--] drink probably more than [--] week"  
[X Link](https://x.com/MichaelKudrna/status/2014721534972096817)  2026-01-23T15:27Z [----] followers, [--] engagements


"@JT_in_LA @AdamSchein I'd love nothing more than seeing Denver in the Super Bowl or even winning it at this point. Don't care about any of the teams remaining"  
[X Link](https://x.com/MichaelKudrna/status/2014729226922897642)  2026-01-23T15:57Z [----] followers, [--] engagements


"December: Fixed our SEO. No likes. No shares. Nobody noticed. January: Catering inquiries won't stop. Social media rents attention. SEO owns it. Do the boring work"  
[X Link](https://x.com/MichaelKudrna/status/2014761569435930850)  2026-01-23T18:06Z [----] followers, [---] engagements


"You don't justify firing a coach with blaming a recent draft pick still under contract that the GM admitted was his pick After you just said you fired the coach because Josh Allen was crying and admitted the refs are the reason the team lost The well is poisoned now. Potential coaches see this and players. They don't want to deal with this unless the payday is bigger than normal https://twitter.com/i/web/status/2014793568460648630 https://twitter.com/i/web/status/2014793568460648630"  
[X Link](https://x.com/MichaelKudrna/status/2014793568460648630)  2026-01-23T20:13Z [----] followers, [---] engagements


"You don't justify firing a coach with blaming a recent draft pick still under contract that the GM admitted was his pick After you just said you fired the coach because Josh Allen was crying and admitted the refs are the reason the team lost The well is poisoned now. Potential coaches see this and players. They don't want to deal with this unless the payday is bigger than normal https://twitter.com/i/web/status/2014793569542750370 https://twitter.com/i/web/status/2014793569542750370"  
[X Link](https://x.com/MichaelKudrna/status/2014793569542750370)  2026-01-23T20:13Z [----] followers, [---] engagements


"Awesome Let's replace the second winningest coach in the last decade with the guy that not only never won a super bowl in [--] years but never got to a super bowl in [--] years to win us a super bowl Did we just let go of the guy that got us to [--] AFC championship games in [--] years for a guy that never coached before and only got to [--] in [--] years https://twitter.com/i/web/status/2014823904108314683 https://twitter.com/i/web/status/2014823904108314683"  
[X Link](https://x.com/MichaelKudrna/status/2014823904108314683)  2026-01-23T22:13Z [----] followers, [----] engagements


"My restaurant's electric bill is up 40% in [--] years. Yours probably is too. One reason nobody talks about. Data centers are devouring 40% of grid capacity costs. When Big Techs demand spikes we all pay from families to small businesses Trump just proposed PJM reform.Make data centers fund the new power plants they need instead of passing costs to families and small businesses. That's not politics. That's simply "you break it you buy it." We need less fake outrage and virtue signalers. More structural fixes like this"  
[X Link](https://x.com/MichaelKudrna/status/2014930014731403409)  2026-01-24T05:15Z [----] followers, [----] engagements


"The Chicago Bears will be in a new stadium before our politicians acknowledge they screwed all of us by delaying power plants from being built for years and years and years. Follow the money Nobody even needs to see the verified financials to know the money flows right back into the politicians pockets. My restaurant's electric bill is up 40% in [--] years. Yours probably is too. One reason nobody talks about. Data centers are devouring 40% of grid capacity costs. When Big Techs demand spikes we all pay from families to small businesses Trump just proposed PJM reform.Make My restaurant's"  
[X Link](https://x.com/MichaelKudrna/status/2015105296201314352)  2026-01-24T16:51Z [----] followers, [---] engagements


"BREAKING NEWS: The Buffalo Bills interviewed and hired Willie Brown for Head Coach to replace McDermott. Pegula and Beane said they made the move because he was the only available coach with Super Bowl experience. Super Bowl [--] Groundskeeper. He's been there. #billsmafia #buffalobills #mcdermott https://twitter.com/i/web/status/2015108530962157912 https://twitter.com/i/web/status/2015108530962157912"  
[X Link](https://x.com/MichaelKudrna/status/2015108530962157912)  2026-01-24T17:04Z [----] followers, [---] engagements


"@AdamSchefter Only one left with super bowl experience.Groundskeeper Willie Super Bowl [--] turf was amazing"  
[X Link](https://x.com/MichaelKudrna/status/2015120221414027611)  2026-01-24T17:51Z [----] followers, [----] engagements


"The lesson is Don't try to fix what wasn't broken Or you'll end up breaking it like the Buffalo Bills did @MichaelKudrna It wasnt really broke before. @MichaelKudrna It wasnt really broke before"  
[X Link](https://x.com/MichaelKudrna/status/2015145905112965522)  2026-01-24T19:33Z [----] followers, [---] engagements


"I had a discussion tonight trying to explain to a business owner the following. You need more customers First what's your purple cow The thing about you so different that people HAVE to tell someone "Good food" isn't it. "Great service" isn't it. Everyone says those things What makes them pull out their phone and text a friend What makes them click the share button from your Instagram post If you can't answer in one sentence you're invisible But you can still fix it https://twitter.com/i/web/status/2015249440659980698 https://twitter.com/i/web/status/2015249440659980698"  
[X Link](https://x.com/MichaelKudrna/status/2015249440659980698)  2026-01-25T02:24Z [----] followers, [---] engagements


"Patriots barely beat Broncos who are using QB2/3 by only [--] points Buffalo Bills McDermott firing looks a lot worse now"  
[X Link](https://x.com/MichaelKudrna/status/2015584740791800164)  2026-01-26T00:37Z [----] followers, [---] engagements


"@Mike_Bundt New England beat a QB2/3 by just [--] points. This makes Mcdermott look good not bad"  
[X Link](https://x.com/MichaelKudrna/status/2015587944497639902)  2026-01-26T00:49Z [----] followers, [----] engagements


"I don't love nor hate Matt Damon or Ben Afleck Their new movie The Rip is worth the one-time watch though. Some parts are frustrating. You don't need to be a military vet or cop to know you don't walk the middle of the street after being shot at by unknown people you haven't found yet. but if you can get past a few of those situations it keeps you interested enough when it's [---] degrees outside https://twitter.com/i/web/status/2015621663795110029 https://twitter.com/i/web/status/2015621663795110029"  
[X Link](https://x.com/MichaelKudrna/status/2015621663795110029)  2026-01-26T03:03Z [----] followers, [---] engagements


"Ha I'm thinking more on it than I expected Damon is prob a better overall actor IMO but I'm not saying this with any weight behind my answer However Afleck is good in certain alpha roles like this one which is prob one of the easiest roles to do as an actor. He was convincing to me. That said I'm a big big fan of boiler room and Afleck nailed his role in that. Top [--] movie for me can rewatch it anytime. https://twitter.com/i/web/status/2015825990472053051 https://twitter.com/i/web/status/2015825990472053051"  
[X Link](https://x.com/MichaelKudrna/status/2015825990472053051)  2026-01-26T16:35Z [----] followers, [--] engagements


"Closed out $MSTN trade in green as volume is weak so pullback is lookin more likely. Protecting profit & moving on will watch for re-entry"  
[X Link](https://x.com/MichaelKudrna/status/568086257839910913)  2015-02-18T16:34Z [----] followers, [--] engagements


"Premarket Gainers: $TOBC $SPWRA $NGB $BBY $BP $STO $$"  
[X Link](https://x.com/MichaelKudrna/status/83162055552675840)  2011-06-21T13:19Z [----] followers, [--] engagements

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