# ![@MinervaCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1699573285854621696.png) @MinervaCap Minerva Capital

Minerva Capital posts on X about calls, advice, $clym, if you the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1699573285854621696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699573285854621696/c:line/m:interactions.svg)

- [--] Week [------] +169%
- [--] Month [-------] +60%
- [--] Months [-------] +151%
- [--] Year [---------] -23%

### Mentions: [--] [#](/creator/twitter::1699573285854621696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699573285854621696/c:line/m:posts_active.svg)

- [--] Week [---] +9.90%
- [--] Month [---] +37%
- [--] Months [-----] +85%
- [--] Year [-----] +69%

### Followers: [-------] [#](/creator/twitter::1699573285854621696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699573285854621696/c:line/m:followers.svg)

- [--] Week [-----] +3.30%
- [--] Month [-----] +13%
- [--] Months [-----] +93%
- [--] Year [-----] +190%

### CreatorRank: [-------] [#](/creator/twitter::1699573285854621696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1699573285854621696/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50.99% [technology brands](/list/technology-brands)  18.97% [social networks](/list/social-networks)  15.42% [cryptocurrencies](/list/cryptocurrencies)  13.44% [finance](/list/finance)  11.07% [automotive brands](/list/automotive-brands)  3.95% [exchanges](/list/exchanges)  2.37% [countries](/list/countries)  1.58% [celebrities](/list/celebrities)  1.58% [financial services](/list/financial-services)  0.79%

**Social topic influence**
[calls](/topic/calls) 3.95%, [advice](/topic/advice) 3.56%, [$clym](/topic/$clym) #3, [if you](/topic/if-you) 3.16%, [$rklb](/topic/$rklb) #172, [strong](/topic/strong) 3.16%, [$tsla](/topic/$tsla) 3.16%, [market](/topic/market) 2.77%, [ai](/topic/ai) 2.77%, [$well](/topic/$well) #24

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@jackposobiec](/creator/undefined) [@micsolana](/creator/undefined) [@theonelanceb](/creator/undefined) [@christinapushaw](/creator/undefined) [@willmanidis](/creator/undefined) [@borninvestors](/creator/undefined) [@ratiocinativex](/creator/undefined) [@aristosrevenge](/creator/undefined) [@mattwalshblog](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@sbfftx](/creator/undefined) [@keithmccullough](/creator/undefined) [@ccmembersonly](/creator/undefined) [@cernovich](/creator/undefined) [@vera_icona_23](/creator/undefined) [@satoshiheist](/creator/undefined) [@tshirtnjeans2](/creator/undefined) [@mattshumer](/creator/undefined) [@kerrisdalecap](/creator/undefined)

**Top assets mentioned**
[Climb Bio, Inc (CLYM)](/topic/$clym) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Tesla, Inc. (TSLA)](/topic/$tsla) [WELL3 (WELL)](/topic/$well) [Candel Therapeutics, Inc. (CADL)](/topic/$cadl) [Bloom Energy Corporation (BE)](/topic/$be) [GlobalFoundries (GFS)](/topic/$gfs) [AbbVie Inc (ABBV)](/topic/$abbv) [Cloudflare, Inc. (NET)](/topic/$net) [PepGen Inc. (PEPG)](/topic/$pepg) [Micron Technology, Inc. (MU)](/topic/$mu) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Foghorn Therapeutics Inc. (FHTX)](/topic/$fhtx) [Biodesix, Inc (BDSX)](/topic/$bdsx) [Amentum Holdings, Inc. (AMTM)](/topic/$amtm) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [CS Disco, Inc. (LAW)](/topic/$law) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [Praxis Precision Medicines, Inc. (PRAX)](/topic/$prax) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Adagene Inc. (ADAG)](/topic/$adag) [Redwire Corporation (RDW)](/topic/$rdw) [Carpenter Technology Corp (CRS)](/topic/$crs) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Legend Biotech Corp (LEGN)](/topic/$legn) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Icon Plc (ICLR)](/topic/$iclr) [Nova Minerals Limited (NVA)](/topic/$nva) [Sandisk Corporation (SNDK)](/topic/$sndk) [Greenwich LifeSciences, Inc. (GLSI)](/topic/$glsi) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Neumora Therapeutics, Inc. (NMRA)](/topic/$nmra) [Huma Finance (HUMA)](/topic/$huma) [Viasat Inc (VSAT)](/topic/$vsat) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [AC Milan Fan Token (ACM)](/topic/$acm) [Xylem Inc (XYL)](/topic/$xyl) [Lazard Ltd. Class A (LAZ)](/topic/$laz) [Merit Circle (MC)](/topic/$mc) [RAI Finance (SOFI)](/topic/$sofi) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Alto Neuroscience, Inc. (ANRO)](/topic/$anro) [Allegro Microsystems Inc (ALGM)](/topic/$algm) [Planet Labs PBC (PL)](/topic/$pl) [Evommune, Inc. (EVMN)](/topic/$evmn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A lot has been written about the #SaaSpocalypse - but what about the second-order effects I think the Bay Area residential / commercial real estate market would have the most impact if huge chunks of the highest-paid people start getting laid off. $ESS $EQR $BXP. Thoughts"  
[X Link](https://x.com/MinervaCap/status/2021309861263179929)  2026-02-10T19:46Z [----] followers, [---] engagements


"How I use my daily watchlists Early on I would spend a lot of time and effort building detailed watchlists and then hesitate to pull the trigger on the trading day. Since then I've streamlined my process with these rules. They're not foolproof but they've been a great help: On the long side I look for "buying pressure" in the form of RVOL (Relative Volume). The stock needs to have a higher than average RVOL along with the price being in green. This tells me that others are also buying in along with me and there's support to hold up the price. Ideally I also want the price and RVOL to be"  
[X Link](https://x.com/MinervaCap/status/1854947162301644826)  2024-11-08T18:00Z [----] followers, 13.9K engagements


"$RGNX -20% after-hrs: FDA issues CRL rejecting RGX-121 gene therapy for Hunter syndrome citing trial design concerns. Trade idea alerted on Feb [--] although I didn't take the trade. Gemini prompt and notes below. https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR"  
[X Link](https://x.com/MinervaCap/status/2020985175996534909)  2026-02-09T22:16Z [----] followers, [----] engagements


"🗓 Watchlist for Wed Feb [--] (Not Financial Advice) 1: Earnings & Momentum Breakouts $NET $AEIS $LSCC $AMSC $CTS 2: Biotech $LEGN $CYTK $IDYA $PEPG 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2021408429244547143)  2026-02-11T02:18Z [----] followers, [---] engagements


"RT @mattshumer_: http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"  
[X Link](https://x.com/MinervaCap/status/2021636509578002912)  2026-02-11T17:24Z [----] followers, 25.4K engagements


"$AMKR June $65 calls on this offering dip. Notes from y'day. NFA"  
[X Link](https://x.com/MinervaCap/status/2022323677602447401)  2026-02-13T14:55Z [----] followers, [---] engagements


"Followed @KerrisdaleCap into $ICLR stock + March [---] calls https://x.com/KerrisdaleCap/status/2022327344405618822s=20 We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a leading CRO that gushes $1b of cash flow on now a $6b market cap. Might do a writeup. Comment/DM if you want to chat https://x.com/KerrisdaleCap/status/2022327344405618822s=20 We put 20% of our capital into long $ICLR yesterday. The -40% decline on an accounting restatement impacting 2% of revenue was far too dramatic for a"  
[X Link](https://x.com/MinervaCap/status/2022329417704644668)  2026-02-13T15:18Z [----] followers, [----] engagements


"🗓 Watchlist for Mon Nov [--] $NVA $EXPE $NRDS $PGNY $GEN $SNDK $MG $WLDN $COHU $RDDT $CLS $BW $MU $NET 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1987756032555380789)  2025-11-10T05:35Z [----] followers, [---] engagements


"Shorted $GIS via puts based on the new dietary guidelines. NFA"  
[X Link](https://x.com/MinervaCap/status/2008948706209616379)  2026-01-07T17:07Z [----] followers, [----] engagements


"Followed into $TAC shares and Feb $14 calls. https://x.com/markflowchatter/status/2016180177777131751 Reminds me of $BE in the early days re $TAC TransAlta Corp https://t.co/uV5osXF3Rk https://x.com/markflowchatter/status/2016180177777131751 Reminds me of $BE in the early days re $TAC TransAlta Corp https://t.co/uV5osXF3Rk"  
[X Link](https://x.com/MinervaCap/status/2016185001537372278)  2026-01-27T16:22Z [----] followers, [----] engagements


"Picked up $EZPW Feb $22.50 calls as an earnings play based on Gemini analysis of this pitch. Binary trade so sized accordingly. NFA https://x.com/JaguarAnalytics/status/2018815519391207689 $FCFS $EZPW Pawn shops are looking great. There is a high inverse correlation between ADP Payroll growth and Pawn Loans Outstanding (PLO). Separately expect both to re-rate higher from gold inventory lag. Jag Research: https://t.co/pyjJ33MLgS Slides: https://t.co/lHz82VMqud https://t.co/hAhyrRs2Dk https://x.com/JaguarAnalytics/status/2018815519391207689 $FCFS $EZPW Pawn shops are looking great. There is a"  
[X Link](https://x.com/MinervaCap/status/2019077268451086789)  2026-02-04T15:55Z [----] followers, [---] engagements


"Pulled the trigger on $BYRN today. Its in a steep downtrend but earnings were good. Gemini notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2019467208355721516)  2026-02-05T17:44Z [----] followers, [----] engagements


"As soon as an auditor resigns or flags a critical matter I put that stock in the "do not touch" list. $KD -50% in pre-market. See notes on chart. Also $SMCI before that. https://x.com/ConsensusGurus/status/2020863979577299329 Look at this value trap $KD down another 53.4% this morning: https://t.co/b4aLFc8ImZ https://x.com/ConsensusGurus/status/2020863979577299329 Look at this value trap $KD down another 53.4% this morning: https://t.co/b4aLFc8ImZ"  
[X Link](https://x.com/MinervaCap/status/2020865960182255634)  2026-02-09T14:22Z [----] followers, [----] engagements


"Bought $TRMB on earnings. Gemini notes below. Lately seeing success with dip buys on "noisy" earnings that get sold off by algos but are actually good on deeper analysis. You can see several examples in my recent tweets. Only possible with the help of AI"  
[X Link](https://x.com/MinervaCap/status/2021283577682350267)  2026-02-10T18:02Z [----] followers, [---] engagements


"RT @collision: The tech world closely reads @benthompson's Stratechery and for good reason. On Cheeky Pint we discuss ads coming to AI t"  
[X Link](https://x.com/MinervaCap/status/2021992589705326743)  2026-02-12T16:59Z [----] followers, [--] engagements


"@philsy13 Agreed thanks for the reminder. Here are the updated Gemini notes on $CADL"  
[X Link](https://x.com/MinervaCap/status/2020577173816709620)  2026-02-08T19:15Z [----] followers, [--] engagements


"Bought $CBRE Mar [---] calls on overblown AI displacement fears"  
[X Link](https://x.com/MinervaCap/status/2022346612803309616)  2026-02-13T16:26Z [----] followers, [---] engagements


"$UPB momentum burst on volume today. I was anyways looking for a good entry point"  
[X Link](https://x.com/MinervaCap/status/1989394371008237814)  2025-11-14T18:05Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Jan [--] (Not Financial Advice) $CLYM $CLSK $OBIO $PALI $APLD $DAWN 📌 See pinned tweet for how I use my WL. https://x.com/MinervaCap https://x.com/MinervaCap"  
[X Link](https://x.com/MinervaCap/status/2009120113166045639)  2026-01-08T04:28Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Jan [--] (Not Financial Advice) $FHTX $NKTX $IPX $BDSX $ELBM 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2014191036449665044)  2026-01-22T04:18Z [----] followers, [----] engagements


"$NBP pop on Nasdaq bell-ringing / $NBI inclusion https://x.com/NasdaqExchange/status/2007116134932160834 ⚕ NovaBridge is a global biotechnology platform company committed to accelerating access to innovative medicines. 🎉 Honored to be your exchange partner $NBP #NasdaqListed https://t.co/ibSMt7xe2j https://x.com/NasdaqExchange/status/2007116134932160834 ⚕ NovaBridge is a global biotechnology platform company committed to accelerating access to innovative medicines. 🎉 Honored to be your exchange partner $NBP #NasdaqListed https://t.co/ibSMt7xe2j"  
[X Link](https://x.com/MinervaCap/status/2007124047172366797)  2026-01-02T16:17Z [----] followers, [---] engagements


"Also picked up $WELL - senior housing is one of the few themes bright green today"  
[X Link](https://x.com/MinervaCap/status/2019467575306919989)  2026-02-05T17:46Z [----] followers, [----] engagements


"🗓 Watchlist for Mon Feb [--] (Not Financial Advice) $HROW $GLSI $LRCX $FHTX $OSW $PACK $SEZL $TENB $BILL $DSGR 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2020660160856014850)  2026-02-09T00:44Z [----] followers, [---] engagements


"🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $WDAF $NMRA $HUMA $AMTM $ACM $RKLB $VSAT $TTWO $CLYM 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2021060697791283280)  2026-02-10T03:16Z [----] followers, [----] engagements


"It doesn't look like much but $BYRN is now up 23% from those dip buys last week. Next major test for the bulls at the 50SMA (red line). https://x.com/MinervaCap/status/2019467208355721516 Pulled the trigger on $BYRN today. Its in a steep downtrend but earnings were good. Gemini notes below. NFA https://t.co/8j3OQbgQym https://x.com/MinervaCap/status/2019467208355721516 Pulled the trigger on $BYRN today. Its in a steep downtrend but earnings were good. Gemini notes below. NFA https://t.co/8j3OQbgQym"  
[X Link](https://x.com/MinervaCap/status/2021254844624093285)  2026-02-10T16:08Z [----] followers, [---] engagements


"It's possible that the sudden interest in $TPL is due to its huge water reserves a critical resource for datacenters. Also applies to $XYL (water treatment). Read @vikramskr's article for more detail: https://www.viksnewsletter.com/p/ai-datacenters-drink-more-water-than-you-thinkutm_source=%2Finbox&utm_medium=reader2 https://www.viksnewsletter.com/p/ai-datacenters-drink-more-water-than-you-thinkutm_source=%2Finbox&utm_medium=reader2"  
[X Link](https://x.com/MinervaCap/status/2021286187718279539)  2026-02-10T18:12Z [----] followers, [---] engagements


"Sold half the $WELL calls from this trade idea on a double today. Senior housing acting as a volatility hedge https://x.com/MinervaCap/status/2019467575306919989 Also picked up $WELL - senior housing is one of the few themes bright green today. https://t.co/q4fmSllA6A https://x.com/MinervaCap/status/2019467575306919989 Also picked up $WELL - senior housing is one of the few themes bright green today. https://t.co/q4fmSllA6A"  
[X Link](https://x.com/MinervaCap/status/2021292755327254535)  2026-02-10T18:38Z [----] followers, [---] engagements


"$CCJ Mar [---] calls on the post-earnings dip"  
[X Link](https://x.com/MinervaCap/status/2022331929643860478)  2026-02-13T15:27Z [----] followers, [---] engagements


"@vikramskr $TPL now up 44% sidestepping the market volatility"  
[X Link](https://x.com/MinervaCap/status/2022347777465053626)  2026-02-13T16:30Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Nov 14: 🔺 $GFF $CART $VVX $HBI $MC $AA $ALAB $APO $VST $GRND $NEWT $SOFI $DCO $TFC $BHC $SNOW $EBS $LAZ $CENX $RDNT $MKSI $GIL 🔻 $PARR $DLTR $ACHC $CPRI 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/anyuser/status/1856901536171061549)  2024-11-14T03:26Z [----] followers, [----] engagements


"As I was expecting $TEM first undercut all the stops just below the recent low and is now powering up on high volume. I am looking at it to double from here"  
[X Link](https://x.com/anyuser/status/1868672030025163001)  2024-12-16T14:58Z [----] followers, [----] engagements


"$BTM is an under-the-radar Bitcoin $BTC play with a fwd P/E of [--] already profitable and showing and projecting strong EPS growth"  
[X Link](https://x.com/anyuser/status/1925561412224709028)  2025-05-22T14:36Z [----] followers, [----] engagements


"Amazing gains today. Booked 100% gains intraday in $SRFM. Hope my watchlist helped some of you. Top open positions: $ACHR $MRNA $NKTR $BLNE $CRNC $SANA $PRME $ABCL https://x.com/MinervaCap/status/1937335052792410248 🗓 Watchlist for Tue Jun 24: $RBRK $PHLT $STIM $GHM $SRFM $ORIC $MC $EVR $WGS https://t.co/AfOPhmEjER https://x.com/MinervaCap/status/1937335052792410248 🗓 Watchlist for Tue Jun 24: $RBRK $PHLT $STIM $GHM $SRFM $ORIC $MC $EVR $WGS https://t.co/AfOPhmEjER"  
[X Link](https://x.com/anyuser/status/1937605341270933745)  2025-06-24T20:14Z [----] followers, [----] engagements


"$HOND = TERRESTRIAL *DOE PICKS OKLO TRISO-X FOR NUCLEAR FUEL LINE PROJECTS *DOE ALSO TAPS VALAR ATOMICS TERRESTRIAL FOR NUCLEAR PILOT Good r/r spot here"  
[X Link](https://x.com/anyuser/status/1973083302379561239)  2025-09-30T17:51Z [----] followers, [----] engagements


"🗓 Watchlist for Wed Oct [--] $FMCC $NEXN $NPWR $JOBY $HEI $BWXT $QRHC $SSII $ARAI $RKT 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1978322299670651227)  2025-10-15T04:49Z [----] followers, [---] engagements


"$SMMT multi-million dollar insider buys by the executive team recently:"  
[X Link](https://x.com/MinervaCap/status/1981540017043624083)  2025-10-24T01:55Z [----] followers, [----] engagements


"🗓 Watchlist for Fri Oct [--] $ONDS $WBTN $FLOC $BBAI $NVA $BLBX $PDD $DECK 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1981583788619841922)  2025-10-24T04:49Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Oct [--] $BKV $NPWR $TBPH $ACIU $SLS $VTYX $PALI $SOFI $PFSI $OIH $MDXG $ORN $COHU $VIAV 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1983764697531982246)  2025-10-30T05:15Z [----] followers, [---] engagements


"🗓 Watchlist for Wed Nov [--] $NET $SNDX $LTH $RCKY $CRK $FTK $BTSG 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1985921417981149361)  2025-11-05T04:05Z [----] followers, [---] engagements


"Picked up $LAW for a swing trade. Gemini-assisted trade plan embedded in chart"  
[X Link](https://x.com/MinervaCap/status/1992998711321149878)  2025-11-24T16:48Z [----] followers, [---] engagements


"$HNGE just a beautiful rally not leaving any open gaps. https://x.com/MinervaCap/status/1993015708125683958 $HNGE still going strong - new study out showing that Hinge reduces MRIs and X-Rays for Back Pain by 60% https://t.co/AmIhLnP7tN https://t.co/olmlYMIoNN https://x.com/MinervaCap/status/1993015708125683958 $HNGE still going strong - new study out showing that Hinge reduces MRIs and X-Rays for Back Pain by 60% https://t.co/AmIhLnP7tN https://t.co/olmlYMIoNN"  
[X Link](https://x.com/MinervaCap/status/1993783670470266912)  2025-11-26T20:47Z [----] followers, [---] engagements


"Picked up $CADL Dec $5 calls. Analyst targets 3-5x of current price. Gemini-assisted notes on chart. NFA"  
[X Link](https://x.com/MinervaCap/status/1994434996330000705)  2025-11-28T15:55Z [----] followers, [----] engagements


"🗓 Watchlist for Tue Dec [--] $VIK $BWAY $BE $BW 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1995715697129709929)  2025-12-02T04:44Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Dec [--] $RR $ANNX $GOSS $SYRE $OMER $VIR $GANX $KURA $ACHV $VNDA $DNLI $EYPT $ARDX $LXEO $CCCC $ALMS $CMPX $PYXS $ANRO $RLMD $CGTX $ALGM 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1996454187631300630)  2025-12-04T05:39Z [----] followers, [---] engagements


"Trimmed half of these $CADL calls at 100%. Their virtual R&D event starts in [--] mins. https://x.com/MinervaCap/status/1994434996330000705 https://x.com/MinervaCap/status/1994434996330000705"  
[X Link](https://x.com/MinervaCap/status/1996969851198529541)  2025-12-05T15:48Z [----] followers, [---] engagements


"$CADL Stephens & Co. Reiterates Buy PT $15. Other PTs on chart. Will most probably exercise the rest of my calls which are ITM now. https://x.com/MinervaCap/status/1996969851198529541 Trimmed half of these $CADL calls at 100%. Their virtual R&D event starts in [--] mins. https://t.co/lxgS4l60iw https://t.co/ze50GVPZI7 https://x.com/MinervaCap/status/1996969851198529541 Trimmed half of these $CADL calls at 100%. Their virtual R&D event starts in [--] mins. https://t.co/lxgS4l60iw https://t.co/ze50GVPZI7"  
[X Link](https://x.com/MinervaCap/status/1998091986813988957)  2025-12-08T18:07Z [----] followers, [---] engagements


"$LAW +10% today for a total gain of 21% since I entered the trade [--] weeks back. It has now cleared nearby resistance and filled the old gap to [----]. Looking for it to drift towards the analyst PT of $10 and trailing stops in the meantime. https://x.com/MinervaCap/status/1992998711321149878 Picked up $LAW for a swing trade. Gemini-assisted trade plan embedded in chart. https://t.co/VR2DVdcDkd https://x.com/MinervaCap/status/1992998711321149878 Picked up $LAW for a swing trade. Gemini-assisted trade plan embedded in chart. https://t.co/VR2DVdcDkd"  
[X Link](https://x.com/MinervaCap/status/1998180320898961827)  2025-12-08T23:58Z [----] followers, [---] engagements


"$LAW +9% as of now on 400% RVOL. Seems like a squeeze. Not complaining. Keep raising stops. https://x.com/MinervaCap/status/1998180320898961827 $LAW +10% today for a total gain of 21% since I entered the trade [--] weeks back. It has now cleared nearby resistance and filled the old gap to [----]. Looking for it to drift towards the analyst PT of $10 and trailing stops in the meantime. https://t.co/gb9DOBHgrX https://t.co/rmrsccOVXC https://x.com/MinervaCap/status/1998180320898961827 $LAW +10% today for a total gain of 21% since I entered the trade [--] weeks back. It has now cleared nearby resistance"  
[X Link](https://x.com/MinervaCap/status/1998412885056442864)  2025-12-09T15:22Z [----] followers, [---] engagements


"Bought the dip on $LBRX. Recent biotech IPO and isn't tracked as much right now. Just got added to Russell [----] and [----] indices today. Notes on chart. NFA"  
[X Link](https://x.com/MinervaCap/status/1998421456485757141)  2025-12-09T15:56Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Dec [--] $PL $TFX $AROC $TPG $ARRY $CTRI 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/1998994159521415270)  2025-12-11T05:52Z [----] followers, [---] engagements


"Updated Gemini notes on how to manage the $CADL trade. NFA / DYODD"  
[X Link](https://x.com/MinervaCap/status/1999145239936958890)  2025-12-11T15:52Z [----] followers, [---] engagements


"🗓 Watchlist for Mon Dec [--] $ELVA $RKLB $PDFS $AMKR $PLAB $PATH 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2000408597931638916)  2025-12-15T03:32Z [----] followers, [---] engagements


"🗓 Watchlist for Tue Dec [--] $TNL $BWAY $ACRE $SEZL $SABS $FBIO $CERS $RLMD $PRAX 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2000786411923103802)  2025-12-16T04:33Z [----] followers, [----] engagements


"$ANRO steady strong. I'm now up 40% on this swing trade. Notes on chart"  
[X Link](https://x.com/MinervaCap/status/2001307739843101033)  2025-12-17T15:05Z [----] followers, [---] engagements


"Bought $OCUL Mar $25 and $FDMT Apr $15 calls. Notes on charts. NFA"  
[X Link](https://x.com/MinervaCap/status/2001308917918503307)  2025-12-17T15:10Z [----] followers, [----] engagements


"Bought the dip on $CGEM. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2002042315184165317)  2025-12-19T15:44Z [----] followers, [---] engagements


"🗓 Watchlist for Wed Dec [--] $BNED $BCI $COO $AIOT $SUUN $SOC $HTZ 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2003670788541677673)  2025-12-24T03:35Z [----] followers, [---] engagements


"🗓 Watchlist for Tue Dec [--] (Not Fin. Advice) $EVMN $PYPD $PRAX $TENX 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2005830024931184655)  2025-12-30T02:35Z [----] followers, [----] engagements


"Followed Kerrisdale into $TDS. Their past calls have been great. Notes below. NFA. https://x.com/KerrisdaleCap/status/2008903479436189984 Were long $TDS. Report at https://t.co/BUN5JxCPzQ. Company sold its problem wireless biz cleaned up the balance sheet and is about to receive a staggering amount of cash. Yet the stock still trades like none of that matters. We see fair value at $68 up 70%. 1/10 https://x.com/KerrisdaleCap/status/2008903479436189984 Were long $TDS. Report at https://t.co/BUN5JxCPzQ. Company sold its problem wireless biz cleaned up the balance sheet and is about to receive a"  
[X Link](https://x.com/MinervaCap/status/2008915789588615324)  2026-01-07T14:57Z [----] followers, [----] engagements


"Picked up $NEOG on this partial fill of the post-earnings gap. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2009647679106900344)  2026-01-09T15:25Z [----] followers, [---] engagements


"$FBRX and $FHTX the only [--] biotech stocks acting well on volume today from the watchlist. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2011094499267920229)  2026-01-13T15:14Z [----] followers, [---] engagements


"$FACT is another spac I have warrants in $FACTW https://x.com/Spac__Trader/status/2011505396213534810 $FACT in addition to SpaceX and the others previously mentioned Airbus American Airlines the US Navy the Defense Logistics Agency and the Naval Air Warfare Center are customers. 17M float and an S-4 was filed January 2nd. Back below its $10.51 NAV making it a good R/R IMO. https://t.co/CxwGQL46Gw https://x.com/Spac__Trader/status/2011505396213534810 $FACT in addition to SpaceX and the others previously mentioned Airbus American Airlines the US Navy the Defense Logistics Agency and the Naval"  
[X Link](https://x.com/MinervaCap/status/2011506487181656144)  2026-01-14T18:31Z [----] followers, [---] engagements


"$CMPO filled the gap and is bouncing on strong volume today. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2011513395833614502)  2026-01-14T18:59Z [----] followers, [----] engagements


"Bought $CAMT off the open based on the $TSM capex raise. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2011808329904095250)  2026-01-15T14:30Z [----] followers, [----] engagements


"$CMPO +7% on 10x RVOL with a RS-line blue dot. This is not a typical high-beta stock either. https://x.com/MinervaCap/status/2011513395833614502 $CMPO filled the gap and is bouncing on strong volume today. Notes below. NFA https://t.co/kICjLSkLuh https://x.com/MinervaCap/status/2011513395833614502 $CMPO filled the gap and is bouncing on strong volume today. Notes below. NFA https://t.co/kICjLSkLuh"  
[X Link](https://x.com/MinervaCap/status/2011822331581382823)  2026-01-15T15:26Z [----] followers, [---] engagements


"$CAMT touched ATHs intraday and pulled back. Volume is 2x that of the 13th when it failed to follow thru. It is stretched but I think this time it keeps drifting up as institutes accumulate. Will keep trailing stops though - don't want it to fill the gap. https://x.com/MinervaCap/status/2011808329904095250 Bought $CAMT off the open based on the $TSM capex raise. Notes below. NFA. https://t.co/Bbk0F8pjiy https://x.com/MinervaCap/status/2011808329904095250 Bought $CAMT off the open based on the $TSM capex raise. Notes below. NFA. https://t.co/Bbk0F8pjiy"  
[X Link](https://x.com/MinervaCap/status/2011868024010399891)  2026-01-15T18:28Z [----] followers, [---] engagements


"🗓 Watchlist for Wed Jan [--] (Not Financial Advice) $IMRX $ATAI $RGNX $AVBP $PRAX $LIVN $LEGN $NUVB $ZBIO $ACRS $RKLB $ALM $BCRX $PEPG $COHU $QGEN $LNWO 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2013808595683385694)  2026-01-21T02:59Z [----] followers, [---] engagements


"$GFS amazing strength today - this is one where I've not sold my calls (April $45) on a double. Trim points / notes on chart. https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view"  
[X Link](https://x.com/MinervaCap/status/2014056941409149080)  2026-01-21T19:26Z [----] followers, [---] engagements


"Great $TKO pitch as usual from @JaguarAnalytics. Here's the TLDR version courtesy of Gemini. NFA https://x.com/JaguarAnalytics/status/2014126866165006447 $TKO TKO Group -- Do you like NASCAR Then you may find this interesting. Given the loss of absolute control within France family a rare window of opportunity has opened up for Mark Shapiro to make a move. Jag research: https://t.co/qxrU7eyAMG Slides: https://t.co/oc59NCxyG3 https://t.co/SDUy8wTNA7 https://x.com/JaguarAnalytics/status/2014126866165006447 $TKO TKO Group -- Do you like NASCAR Then you may find this interesting. Given the loss"  
[X Link](https://x.com/MinervaCap/status/2014138623747301478)  2026-01-22T00:50Z [----] followers, [----] engagements


"$IVA hit my trailing stop loss on the gap-fill. Re-entered today"  
[X Link](https://x.com/MinervaCap/status/2014401137177461232)  2026-01-22T18:13Z [----] followers, [---] engagements


"🗓 Watchlist for Fri Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $EYPT $ADAG $FATE $DYN $DAWN [--]. Tech Defense & Other $ZETA $RDW $RKLB $BRZE $ASPI $DRSHF 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2014560010660176101)  2026-01-23T04:45Z [----] followers, [----] engagements


"Sold half of these $HSY puts on a double and will ride the rest. The downside is accelerating. Couldn't have timed the top better. https://x.com/MinervaCap/status/2013647628970664260 Picked up these [--] shorts $HSY $MNST $DG by feeding these summaries into Gemini https://t.co/kFMEVOSVr1 https://t.co/8SGUuHRxtl https://x.com/MinervaCap/status/2013647628970664260 Picked up these [--] shorts $HSY $MNST $DG by feeding these summaries into Gemini https://t.co/kFMEVOSVr1 https://t.co/8SGUuHRxtl"  
[X Link](https://x.com/MinervaCap/status/2014707784529674579)  2026-01-23T14:32Z [----] followers, [---] engagements


"$ADAG from WL catching on fire today. Fidelity doesn't allow buying it had to buy it in IBKR https://x.com/MinervaCap/status/2014560010660176101 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $EYPT $ADAG $FATE $DYN $DAWN [--]. Tech Defense & Other $ZETA $RDW $RKLB $BRZE $ASPI $DRSHF 📌 See pinned tweet for how I use my WL https://t.co/O58hgZzosB https://x.com/MinervaCap/status/2014560010660176101 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $EYPT $ADAG $FATE $DYN $DAWN [--]. Tech Defense & Other $ZETA $RDW $RKLB $BRZE $ASPI $DRSHF 📌 See pinned"  
[X Link](https://x.com/MinervaCap/status/2014736253451956319)  2026-01-23T16:25Z [----] followers, [---] engagements


"$ADAG notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2014736466195447963)  2026-01-23T16:26Z [----] followers, [---] engagements


"🗓 Watchlist for Mon Jan [--] (Not Financial Advice) [--]. Biotech & Pharma $BDSX $ENGN $CRVS $LRMR [--]. Tech Defense & Other $UMAC $BE $WULF $SATL $TTAM $RCAT $METC $PAYO $SW $ADUR 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2015622257033572447)  2026-01-26T03:06Z [----] followers, [----] engagements


"🗓 Watchlist for Tue Jan [--] (Not Financial Advice) $BDSX $IPSC $IRD $AKAM $SNDX $RKLB $CMPX $CNTX $RAIL $IOVA $ESPR $CLYM $PTRN $REI 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2016003630609137777)  2026-01-27T04:21Z [----] followers, [---] engagements


"Strong green day helped in recovering y'day's losses and then some. Top contributors: $BE $IREN $TE $SKM $ASYS $MU $GFS $WULF $OII $GLSI $CHRS $CRWV $RDW"  
[X Link](https://x.com/MinervaCap/status/2016255599760273609)  2026-01-27T21:02Z [----] followers, [---] engagements


"🗓 Watchlist for Wed Jan [--] (Not Financial Advice) $LRN $FFIV $LITE $IOVA $AVIR $RAPP $TSEM 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2016347964017672437)  2026-01-28T03:09Z [----] followers, [----] engagements


"🗓 Watchlist for Thu Jan [--] (Not Financial Advice) $META $EVGO $EVMN $IBRX $CLYM 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2016706588921532877)  2026-01-29T02:54Z [----] followers, [---] engagements


"$GUTs another way Gemini helped (by avoiding the trade which was popular in BioTwit). See notes in chart below from earlier. https://x.com/OpenOutcrier/status/2016864379740840153 $GUTS (-61.7% pre) Fractyl Health stock falls after midpoint data on GLP-1 weight maintenance https://t.co/P6XDhwQCE3 https://x.com/OpenOutcrier/status/2016864379740840153 $GUTS (-61.7% pre) Fractyl Health stock falls after midpoint data on GLP-1 weight maintenance https://t.co/P6XDhwQCE3"  
[X Link](https://x.com/MinervaCap/status/2016872425657684317)  2026-01-29T13:53Z [----] followers, [----] engagements


"$HON came thru Looking forward to exercising the Feb [---] calls on expiry. Gemini notes on earnings below https://x.com/MinervaCap/status/2014465623674540401 $HON its all coming together for an epic bull run once the street wakes up https://t.co/ovl68j6skl https://t.co/LA0klWjAkZ https://x.com/MinervaCap/status/2014465623674540401 $HON its all coming together for an epic bull run once the street wakes up https://t.co/ovl68j6skl https://t.co/LA0klWjAkZ"  
[X Link](https://x.com/MinervaCap/status/2016886009301258470)  2026-01-29T14:47Z [----] followers, [---] engagements


"Bought the flush in $CRS. Notes / chart below. NFA"  
[X Link](https://x.com/MinervaCap/status/2016906678160282099)  2026-01-29T16:09Z [----] followers, [----] engagements


"Picked up $MP Feb $65 calls on the debunked Reuters story. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2016922772593922254)  2026-01-29T17:13Z [----] followers, [----] engagements


"🗓 Watchlist for Fri Jan [--] (Not Financial Advice) $CNX $RCL $INOD $FTK $BFH 📌 See pinned tweet for how I use my WL Fed Chair nomination likely to cause significant volatility in the morning. See my earlier tweet for possible impacts"  
[X Link](https://x.com/MinervaCap/status/2017105608923894241)  2026-01-30T05:20Z [----] followers, [---] engagements


"Further expanding on the Warsh playbook (NFA): Long: Mag7 cash-rich / debt-free quality companies $KIE insurers $XLF financials capital markets $UUP US Dollar Sell / short: $EEM $GLD $IWM anything that depends on debt / low interest rates https://x.com/MinervaCap/status/2017095640879382838 https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as Fed Chair here are the ramifications for asset classes per Gemini: https://t.co/CYQzD5QV4U https://x.com/MinervaCap/status/2017095640879382838 https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as"  
[X Link](https://x.com/MinervaCap/status/2017230052060991951)  2026-01-30T13:34Z [----] followers, [---] engagements


"Bought $CNX from WL. Full notes below. NFA https://x.com/MinervaCap/status/2017105608923894241 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) $CNX $RCL $INOD $FTK $BFH 📌 See pinned tweet for how I use my WL Fed Chair nomination likely to cause significant volatility in the morning. See my earlier tweet for possible impacts. https://t.co/J6SedhvII4 https://x.com/MinervaCap/status/2017105608923894241 🗓 Watchlist for Fri Jan [--] (Not Financial Advice) $CNX $RCL $INOD $FTK $BFH 📌 See pinned tweet for how I use my WL Fed Chair nomination likely to cause significant volatility in the morning."  
[X Link](https://x.com/MinervaCap/status/2017250509288255921)  2026-01-30T14:56Z [----] followers, [---] engagements


"Shorted $NEM and $ALB today based on Gemini's suggestions below and topping out patterns on chart. High risk. I am gradually unwinding the long book and adding to the short side. NFA"  
[X Link](https://x.com/MinervaCap/status/2017271850112593992)  2026-01-30T16:21Z [----] followers, [---] engagements


"Picked up $GLW Feb $110 calls frankly out of boredom. NFA"  
[X Link](https://x.com/MinervaCap/status/2017295904496296034)  2026-01-30T17:56Z [----] followers, [----] engagements


"Of the Warsh trades I took $KRE (Regional Banks) Feb [--] calls performing the best. $KIE Insurance and $XLF Financials yet to take off. https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as Fed Chair here are the ramifications for asset classes per Gemini: https://t.co/CYQzD5QV4U https://x.com/MinervaCap/status/2017095640879382838 If Warsh does get appointed as Fed Chair here are the ramifications for asset classes per Gemini: https://t.co/CYQzD5QV4U"  
[X Link](https://x.com/MinervaCap/status/2018353702973878770)  2026-02-02T15:59Z [----] followers, [----] engagements


"Picked up $INDA Feb $53 calls on the India trade deal https://x.com/DeItaone/status/2018368723569050075 TRUMP: HE AGREED TO STOP BUYING RUSSIAN OIL AND TO BUY MUCH MORE FROM UNITED STATES AND POTENTIALLY VENEZUELA TRUMP: EFFECTIVE IMMEDIATELY WE AGREED TO A TRADE DEAL BETWEEN UNITED STATES AND INDIA TRUMP: UNITED STATES WILL CHARGE A REDUCED RECIPROCAL TARIFF LOWERING IT https://x.com/DeItaone/status/2018368723569050075 TRUMP: HE AGREED TO STOP BUYING RUSSIAN OIL AND TO BUY MUCH MORE FROM UNITED STATES AND POTENTIALLY VENEZUELA TRUMP: EFFECTIVE IMMEDIATELY WE AGREED TO A TRADE DEAL BETWEEN"  
[X Link](https://x.com/MinervaCap/status/2018371336566120867)  2026-02-02T17:10Z [----] followers, [---] engagements


"🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $GME $NSSC $XPO $TEX $LION $TBRG $DAKT $SRI $EDU $BWMX $ARCB 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2018544455704572260)  2026-02-03T04:37Z [----] followers, [---] engagements


"Picked up $IE stock and Mar [-----] calls and 20/25 call spreads. CEO was with Trump at the rare earths announcement y'day. Gemini notes below. NFA https://x.com/ivanhoeelectric/status/2018462642420228328 It was an honor to have @Ivanhoe Electric Founder and Executive Chairman @robert_ivanhoe represent Americas critical minerals producers at a meeting with President Donald J. Trump in the White House today. At the meeting in the Oval Office President Trump launched a $12 https://t.co/CfAPaM4fsE https://x.com/ivanhoeelectric/status/2018462642420228328 It was an honor to have @Ivanhoe Electric"  
[X Link](https://x.com/MinervaCap/status/2018709062402113714)  2026-02-03T15:32Z [----] followers, [---] engagements


"Does $CRS stand for Consistent Relative Strength 😉 https://x.com/MinervaCap/status/2016906678160282099 Bought the flush in $CRS. Notes / chart below. NFA https://t.co/CMlazyCDbo https://x.com/MinervaCap/status/2016906678160282099 Bought the flush in $CRS. Notes / chart below. NFA https://t.co/CMlazyCDbo"  
[X Link](https://x.com/MinervaCap/status/2018729280776384531)  2026-02-03T16:52Z [----] followers, [---] engagements


"Happened to read @BornInvestor's newsletter late today which worked out in my favor as I was able to buy the dip on $MPC. Gemini notes below"  
[X Link](https://x.com/MinervaCap/status/2018729910723063962)  2026-02-03T16:54Z [----] followers, [----] engagements


"Why is $CRS up 10% today in a weak tape. Gemini explains. Hint: picks and shovels for aerospace"  
[X Link](https://x.com/MinervaCap/status/2018734109326225819)  2026-02-03T17:11Z [----] followers, [---] engagements


"Bought $LASR close to the offering price. On a tight leash. If it breaks $44 👋"  
[X Link](https://x.com/MinervaCap/status/2019074044788875575)  2026-02-04T15:42Z [----] followers, [---] engagements


"Earnings playbook these days: Anything less than a monster beat crucified. Monster beat wait for it to fill the gap on aggressive profit-booking. See $PLTR $TER $SNDK recently and $LITE today"  
[X Link](https://x.com/MinervaCap/status/2019100760257257601)  2026-02-04T17:28Z [----] followers, [---] engagements


"$MPC now up 9% from y'day's dip buys. It looks like they might not be as impacted from a spike in Crude $CL_F due to Gulf tensions as I thought. https://x.com/MinervaCap/status/2018729910723063962 Happened to read @BornInvestor's newsletter late today which worked out in my favor as I was able to buy the dip on $MPC. Gemini notes below. https://t.co/FUPTM3hw3U https://x.com/MinervaCap/status/2018729910723063962 Happened to read @BornInvestor's newsletter late today which worked out in my favor as I was able to buy the dip on $MPC. Gemini notes below. https://t.co/FUPTM3hw3U"  
[X Link](https://x.com/MinervaCap/status/2019112193099518305)  2026-02-04T18:13Z [----] followers, [---] engagements


"Sold half the $ABBV calls on a quick double in [--] hours. I always place a limit order to sell half on a double and didn't expect it to move this fast. https://x.com/MinervaCap/status/2019064819140190589 Bought the dip on $ABBV stock + Mar [---] calls https://t.co/TVrS7CgcDU https://x.com/MinervaCap/status/2019064819140190589 Bought the dip on $ABBV stock + Mar [---] calls https://t.co/TVrS7CgcDU"  
[X Link](https://x.com/MinervaCap/status/2019118557653770369)  2026-02-04T18:39Z [----] followers, [---] engagements


"Not sure how I missed the @MarkNewtonCMT interview from a week back - highly recommended watching. He has called out the turns better than most. He is looking at $SPX peaking [----] (4% from here) and then a drawdown of 15-20% into October based on some of these risk factors:"  
[X Link](https://x.com/MinervaCap/status/2019194271430295657)  2026-02-04T23:40Z [----] followers, [----] engagements


"🗓 Watchlist for Thu Feb [--] (Not Financial Advice) $TTEK $TRNS $CDW $J $VAL $AVY $LAZ $MATV 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2019252319146373420)  2026-02-05T03:30Z [----] followers, [---] engagements


"Here is what I think is happening: - The market is discounting OpenAI as a zero. OpenAI complex ( $MSFT $ORCL $SFTBY) already down big from highs - Since they are the most reckless AI spender AI bottlenecks will become supply gluts - Anything to do with tech / AI in general and the OpenAI complex in particular will be sold off - Due to its weight in the indices it will drag most other things lower - Industries like Utilities Energy etc. also have been benefiting from AI and are risky - Only industries completely insulated or benefiting from AI (such as Consumer Staples Defense Healthcare"  
[X Link](https://x.com/MinervaCap/status/2019395612769415520)  2026-02-05T13:00Z [----] followers, [---] engagements


"The next few months will require comfort with shorting / hedging in my opinion. Or just cash will beat most active strategies. I was hoping for at least a final pop to liquidate my longs. Not sure if we will get it"  
[X Link](https://x.com/MinervaCap/status/2019430567566275035)  2026-02-05T15:19Z [----] followers, [---] engagements


"Bought $DT Mar $40 calls on this post-earnings dip. Gemini notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2020892420607733801)  2026-02-09T16:07Z [----] followers, [---] engagements


"Bought the dip on $AMTM. Gemini notes below. This is after "messy" earnings so expect volatility and higher risk. NFA https://x.com/MinervaCap/status/2021060697791283280 🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $WDAF $NMRA $HUMA $AMTM $ACM $RKLB $VSAT $TTWO $CLYM 📌 See pinned tweet for how I use my WL https://t.co/KDCq9L20vD https://x.com/MinervaCap/status/2021060697791283280 🗓 Watchlist for Tue Feb [--] (Not Financial Advice) $WDAF $NMRA $HUMA $AMTM $ACM $RKLB $VSAT $TTWO $CLYM 📌 See pinned tweet for how I use my WL https://t.co/KDCq9L20vD"  
[X Link](https://x.com/MinervaCap/status/2021233658133188727)  2026-02-10T14:43Z [----] followers, [----] engagements


"Also bought the dip on $XYL + March $135 calls. Notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2021236695362851013)  2026-02-10T14:55Z [----] followers, [---] engagements


"Just realized $WELL is reporting earnings after close today. Gemini notes on outlook below. Since I already sold half my calls I'm holding the rest and stock thru earnings. NFA"  
[X Link](https://x.com/MinervaCap/status/2021294109194137807)  2026-02-10T18:44Z [----] followers, [---] engagements


"$BMNR = Burning Money No Refunds Big Mistake No Recovery Bounces May Not Recover Buy My Nasty Rugpull Burning Money No Refunds Big Mistake No Recovery Bounces May Not Recover Buy My Nasty Rugpull"  
[X Link](https://x.com/MinervaCap/status/2021323543536075023)  2026-02-10T20:41Z [----] followers, [---] engagements


"$WELL Gemini calls the earnings "Goldilocks" https://x.com/tenet_research/status/2021331365187420545 $WELL Welltower Q4 Earnings Highlights Q4 Results (Beat): 🔹 FFO: $1.45 beat by $0.04 vs $1.41 consensus 🔹 Revenue: $3.18B up 41.3% YoY vs $2.86B consensus FY26 Guidance (Above Consensus): 🔹 FFO: $6.09 to $6.25 vs $6.04 consensus Key Metrics & Outlook: 🔹 SSNOI growth: https://x.com/tenet_research/status/2021331365187420545 $WELL Welltower Q4 Earnings Highlights Q4 Results (Beat): 🔹 FFO: $1.45 beat by $0.04 vs $1.41 consensus 🔹 Revenue: $3.18B up 41.3% YoY vs $2.86B consensus FY26 Guidance"  
[X Link](https://x.com/MinervaCap/status/2021333589745705332)  2026-02-10T21:20Z [----] followers, [---] engagements


"What's hot vs what's not in the ETF world. $XHB and $ITB (homebuilders stands out and not much else)"  
[X Link](https://x.com/MinervaCap/status/2021379985668534626)  2026-02-11T00:25Z [----] followers, [---] engagements


"Source: https://finviz.com/published_map.ashxt=etf&st=d1&f=021026&i=etf_d1_192394240 https://finviz.com/published_map.ashxt=etf&st=d1&f=021026&i=etf_d1_192394240"  
[X Link](https://x.com/MinervaCap/status/2021379988562534546)  2026-02-11T00:25Z [----] followers, [---] engagements


"Picked up some $HNGE Mar $40 calls. Gemini notes from pre-market when it was much higher. NFA"  
[X Link](https://x.com/MinervaCap/status/2021613839247376633)  2026-02-11T15:54Z [----] followers, [---] engagements


"@insane_analyst @Citrini7 Hi Have you updated your views on $GFS after earnings See this pitch: https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to potentially supercharge this stock in the next [--] months: Nexperia and NPU Jag research: https://t.co/vJxw1RWZkW Slide deck: https://t.co/BRKOa8lkvh https://t.co/xFfgJm5KPN https://x.com/JaguarAnalytics/status/2011595115253678453 $GFS Global Foundries -- Two "hidden angles" that are not in consensus view today but significant enough to"  
[X Link](https://x.com/MinervaCap/status/2021615743193043179)  2026-02-11T16:02Z [----] followers, [----] engagements


"$WELL breaking out to ATHs https://x.com/MinervaCap/status/2021333589745705332 $WELL Gemini calls the earnings "Goldilocks" https://t.co/uZ2wJBy2ix https://t.co/7EIoFPTTGU https://x.com/MinervaCap/status/2021333589745705332 $WELL Gemini calls the earnings "Goldilocks" https://t.co/uZ2wJBy2ix https://t.co/7EIoFPTTGU"  
[X Link](https://x.com/MinervaCap/status/2021620594530463760)  2026-02-11T16:21Z [----] followers, [---] engagements


"$HNGE impressive recovery from lows. I was able to bottom-tick it and just sold half the calls on a quick double. https://x.com/MinervaCap/status/2021613839247376633 Picked up some $HNGE Mar $40 calls. Gemini notes from pre-market when it was much higher. NFA https://t.co/PZQ9IuiZo8 https://x.com/MinervaCap/status/2021613839247376633 Picked up some $HNGE Mar $40 calls. Gemini notes from pre-market when it was much higher. NFA https://t.co/PZQ9IuiZo8"  
[X Link](https://x.com/MinervaCap/status/2021689397284835686)  2026-02-11T20:54Z [----] followers, [---] engagements


"Several winners in the port today - goes to show that not all of tech is being sold off. There are some pockets of strength: $MU $TER $TSM $GFS $BE and in non-tech $QXO and $WELL"  
[X Link](https://x.com/MinervaCap/status/2021692080914149492)  2026-02-11T21:05Z [----] followers, [---] engagements


"🗓 Watchlist for Thu Feb [--] (Not Financial Advice) $MPWR $CRDO $EHC $MCHP $HCA $STM $BLKB $OPCH $PEPG $REGN $SNDX $ZBIO 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2021777792422306217)  2026-02-12T02:46Z [----] followers, [---] engagements


"$KPTI big earnings winner today. I have the March [----] calls now ITM. Sold half on a double. Gemini notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2021964193042510327)  2026-02-12T15:06Z [----] followers, [---] engagements


"Has it ever happened that the Tech sector declines while some other sectors keep going up Yes it does happen for prolonged periods. You need to change your playbook. NFA"  
[X Link](https://x.com/MinervaCap/status/2021967793642778838)  2026-02-12T15:21Z [----] followers, [---] engagements


"$ABBV Mar [---] calls now +200%. With some of these "boring" / slow moving stocks calls are cheap due to low IV and can provide the same results as higher beta stocks"  
[X Link](https://x.com/MinervaCap/status/2021971618692735267)  2026-02-12T15:36Z [----] followers, [---] engagements


"RT @zohmbastic: $KPTI"  
[X Link](https://x.com/anyuser/status/2021974271321657686)  2026-02-12T15:46Z [----] followers, [--] engagements


"The market is telling us that it is operating on the [----] playbook: $XLK weak / $XLP strong. One of the biggest risks being factored in is that the Chinese AI models are far more efficient and sometimes all you need is a Corolla not a Ferrari: https://x.com/fkronawitter1/status/2021977006330851589s=20 OpenRouter market share exploding which allocates without "brand awareness" between LLMs Chinese open source models crushing download charts The Megacap Capex ROI debate is going to get very loud again Mag7 appear weakest link in market to me here aside of Software https://t.co/5SpJiZQZXm"  
[X Link](https://x.com/MinervaCap/status/2021977869359231401)  2026-02-12T16:01Z [----] followers, [---] engagements


"RT @OracleNYSE: $DOCU Free Docusign platform clone has surfaced on github"  
[X Link](https://x.com/MinervaCap/status/2022005182079676666)  2026-02-12T17:49Z [----] followers, [--] engagements


"Shorted $ANDG (Andersen reborn after Enron infamy) based on @catechwilliams pitch. He has gotten some great short calls right before. Gemini notes below. High risk. NFA. https://x.com/catechwilliams/status/2022006218336997884 $ANDG. Resurrected Arthur Andersen of Enron fame. Provides small business valuation and tax servicesbeing disintermediated by AI highly competitive. Ironically reported a material weakness in internal controls. Aggressive growth and valuation. Multiple other red flags. https://x.com/catechwilliams/status/2022006218336997884 $ANDG. Resurrected Arthur Andersen of Enron"  
[X Link](https://x.com/MinervaCap/status/2022013314101022755)  2026-02-12T18:21Z [----] followers, [---] engagements


"RT @ResearchQf: Logistics stocks are crashing today. Wealth advisory stocks were hit hard recently. What are 3rd party logistics companie"  
[X Link](https://x.com/MinervaCap/status/2022020433139433667)  2026-02-12T18:50Z [----] followers, [--] engagements


"Trimmed some more of the $ABBV Mar [---] calls now ITM and almost 400% up"  
[X Link](https://x.com/MinervaCap/status/2022325961979781619)  2026-02-13T15:04Z [----] followers, [---] engagements


"$CADL taking its name seriously and delivering one green candle after another. https://x.com/MinervaCap/status/1994434996330000705 Picked up $CADL Dec $5 calls. Analyst targets 3-5x of current price. Gemini-assisted notes on chart. NFA https://t.co/nwDicKhFMy https://x.com/MinervaCap/status/1994434996330000705 Picked up $CADL Dec $5 calls. Analyst targets 3-5x of current price. Gemini-assisted notes on chart. NFA https://t.co/nwDicKhFMy"  
[X Link](https://x.com/MinervaCap/status/1999141276558782523)  2025-12-11T15:36Z [----] followers, [----] engagements


"Apart from $PL and $ASYS which have both worked great today $XZO was my other earnings play which I think no one even seems to know/care about with just 80K shares traded today :)"  
[X Link](https://x.com/MinervaCap/status/1999162424927424544)  2025-12-11T17:00Z [----] followers, [----] engagements


"Bought $AVR on the $MDT deal news. Offering priced at [----] and that would be the ideal price but I'm not sure it will offer that dip. Notes below NFA"  
[X Link](https://x.com/MinervaCap/status/2013985848170291711)  2026-01-21T14:43Z [----] followers, [----] engagements


"$AVR [--] consecutive days of record high volume. The offering was absorbed without a dip and this accumulation should send it to new highs. NFA https://x.com/MinervaCap/status/2013985848170291711 Bought $AVR on the $MDT deal news. Offering priced at [----] and that would be the ideal price but I'm not sure it will offer that dip. Notes below NFA https://t.co/Iej0hLmER1 https://x.com/MinervaCap/status/2013985848170291711 Bought $AVR on the $MDT deal news. Offering priced at [----] and that would be the ideal price but I'm not sure it will offer that dip. Notes below NFA https://t.co/Iej0hLmER1"  
[X Link](https://x.com/MinervaCap/status/2014430270368481538)  2026-01-22T20:09Z [----] followers, [----] engagements


"🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2018883256213770326)  2026-02-04T03:04Z [----] followers, [----] engagements


"Bought the dip on $ABBV stock + Mar [---] calls"  
[X Link](https://x.com/MinervaCap/status/2019064819140190589)  2026-02-04T15:05Z [----] followers, [----] engagements


"$EZPW came thru +9% in after-hrs. Gemini notes on earnings below. Much less stress than playing GOOG / AMZN earnings"  
[X Link](https://x.com/MinervaCap/status/2019158655208415315)  2026-02-04T21:18Z [----] followers, [---] engagements


"@StockyStockman1 $BKD has already gone vertical and is quite far from its moving averages. $WELL looks like it is starting its move. And Gemini suggested $WELL as its top choice in the space"  
[X Link](https://x.com/MinervaCap/status/2019879812727558168)  2026-02-06T21:04Z [----] followers, [--] engagements


"Is $TPL supposed to be a hedge against market volatility Up 6% today and 32% since I bought. Prior notes on chart and today's notes added. NFA"  
[X Link](https://x.com/MinervaCap/status/2021259570031837248)  2026-02-10T16:26Z [----] followers, [---] engagements


"RT @DeItaone: EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal"  
[X Link](https://x.com/MinervaCap/status/2021640435215794354)  2026-02-11T17:40Z [----] followers, [--] engagements


"Below is the original $KPTI tweet for reference. Also added next steps on trade management. NFA https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR https://x.com/MinervaCap/status/2018883256213770326 🗓 Watchlist for Wed Feb [--] (Not Financial Advice) $KPTI $TECX $CLYM $RGNX 📌 See pinned tweet for how I use my WL https://t.co/sUSdTfLbDR"  
[X Link](https://x.com/MinervaCap/status/2021964660115988772)  2026-02-12T15:08Z [----] followers, [---] engagements


"Sold another half of the remaining $IRDM calls on this strong +17% reversal post-earnings"  
[X Link](https://x.com/MinervaCap/status/2021974898462405082)  2026-02-12T15:49Z [----] followers, [---] engagements


"Picked up some $PTC puts on this news. Seeing what happened with $SCHW this could spiral tomorrow. https://x.com/OracleNYSE/status/2021984946517361101 $PTC Google gemini encroaches on turf Deep Think analyzes the drawing builds the complex shape and generates a file so you can create the physical object with 3D printing https://t.co/wBAXreh9SB https://x.com/OracleNYSE/status/2021984946517361101 $PTC Google gemini encroaches on turf Deep Think analyzes the drawing builds the complex shape and generates a file so you can create the physical object with 3D printing https://t.co/wBAXreh9SB"  
[X Link](https://x.com/MinervaCap/status/2021987314168455584)  2026-02-12T16:38Z [----] followers, [---] engagements


"Let's not forget that St. Valentine was executed on the day named after him. His ghost still comes to haunt us. https://x.com/RyanDetrick/status/2022042380472659981 We've been saying all month that February is the banana peel month. Be aware the second half of the month is when trouble usually happens. https://t.co/Nv67B6dKQS https://x.com/RyanDetrick/status/2022042380472659981 We've been saying all month that February is the banana peel month. Be aware the second half of the month is when trouble usually happens. https://t.co/Nv67B6dKQS"  
[X Link](https://x.com/MinervaCap/status/2022043492294463912)  2026-02-12T20:21Z [----] followers, [---] engagements


"Sold half of my $GFS April [--] calls earlier today at the $7 limit price I mentioned in my earlier tweet. Here is my trade plan for the rest. NFA"  
[X Link](https://x.com/MinervaCap/status/2022116572362629291)  2026-02-13T01:12Z [----] followers, [---] engagements


"$CHRW Mar $200 calls for the same reasons"  
[X Link](https://x.com/MinervaCap/status/2022349090978451618)  2026-02-13T16:36Z [----] followers, [---] engagements


"Picked up $CCC today on this huge volume spike. Gemini explains. NFA"  
[X Link](https://x.com/MinervaCap/status/1999507818131652992)  2025-12-12T15:53Z [----] followers, [---] engagements


"Picked up $ALGM stock and 40/45 call spreads. https://x.com/wallstengine/status/2016846959924171065 $ALGM Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $229.21M (Est. $222.28M) 🟢; UP +29% YoY 🔹 Adj. EPS: $0.15 (Est. $0.12) 🟢 🔹 Adj Gross Margin: 49.9% Q4 Guide: 🔹 Net Sales: $230M$240M 🟢; UP +22% YoY 🔹 Non-GAAP Gross Margin: 49%51% 🟢 🔹 Non-GAAP OpEx: $81M; UP 3% https://x.com/wallstengine/status/2016846959924171065 $ALGM Q326 EARNINGS HIGHLIGHTS 🔹 Revenue: $229.21M (Est. $222.28M) 🟢; UP +29% YoY 🔹 Adj. EPS: $0.15 (Est. $0.12) 🟢 🔹 Adj Gross Margin: 49.9% Q4 Guide: 🔹 Net Sales: $230M$240M"  
[X Link](https://x.com/MinervaCap/status/2016908962856407521)  2026-01-29T16:19Z [----] followers, [---] engagements


"🗓 Watchlist for Mon Feb [--] (Not Financial Advice) $LC $EQT $AMTM $UNIT $MTUS $KFY $CVX $HZO $LRCX $IBM $CMPR $RKLB $DECK $CACC $LAND $ARCB $SB $CL 📌 See pinned tweet for how I use my WL"  
[X Link](https://x.com/MinervaCap/status/2018145875487604944)  2026-02-02T02:14Z [----] followers, [---] engagements


"Picked up $HGER today - one of the best commodity ETFs that is underfollowed vs the favorites like $PDBC / $DBC. Gemini notes below. NFA"  
[X Link](https://x.com/MinervaCap/status/2018737670231630279)  2026-02-03T17:25Z [----] followers, [---] engagements


"RT @GeminiApp: Today were releasing a significant upgrade to our specialized reasoning mode Gemini [--] Deep Think. Deep Think is built to"  
[X Link](https://x.com/MinervaCap/status/2021989096835682505)  2026-02-12T16:45Z [----] followers, [----] engagements


"InferenceFlux Why: "Flux" implies continuous change and flow (tokens streaming). It sounds high-tech isn't "Max" and captures the dynamic nature of Disaggregated Prefill/Decode (routing requests fluidly between GPUs). The Vibe: "InferenceFlux 2.0" sounds like a massive upgrade. (Created with the help of Gemini but you can still send the $1000 to me because it doesn't accept cash yet ;) https://twitter.com/i/web/status/2022126826408255678 https://twitter.com/i/web/status/2022126826408255678"  
[X Link](https://x.com/MinervaCap/status/2022126826408255678)  2026-02-13T01:52Z [----] followers, [---] engagements


"🗓 Watchlist for Fri Feb [--] ⚠ NFA (Not Financial Advice) $AIP $CTRE $APGE $PACB $VRTX $ETON $J 🚨Elevated risk due to CPI tomorrow (see my earlier tweet below) https://x.com/MinervaCap/status/2022123353214218504 Game plan for CPI tomorrow. NFA $SPY $IWM $XLRE $KRE $XBI $TLT https://t.co/yxETTdN8iK https://x.com/MinervaCap/status/2022123353214218504 Game plan for CPI tomorrow. NFA $SPY $IWM $XLRE $KRE $XBI $TLT https://t.co/yxETTdN8iK"  
[X Link](https://x.com/MinervaCap/status/2022143002874196274)  2026-02-13T02:57Z [----] followers, [---] engagements


"$ICLR calls 3x in [--] hours. Trimmed enough to make them free and riding the rest"  
[X Link](https://x.com/MinervaCap/status/2022366891524919486)  2026-02-13T17:46Z [----] followers, [---] engagements


"THE CONVEX SPACES MASTER SHEET This is a google doc that has a treasure trove of resources for investors and traders. It's a "working doc" meaning I will be adding to it over time. When you become a free subscriber at I will send it directly to you. http://convexspaces.com http://convexspaces.com"  
[X Link](https://x.com/stevenplace/status/1973464940926345281)  2025-10-01T19:08Z 22.3K followers, 15.4K engagements


"@LokiJulianus Half were in school when they were forced masks and vax"  
[X Link](https://x.com/stevenplace/status/1859283513578492388)  2024-11-20T17:11Z 22.3K followers, 15.4K engagements


"How to Time a Top In $TSLA"  
[X Link](https://x.com/anyuser/status/1868708580238802991)  2024-12-16T17:23Z 22.3K followers, 190.3K engagements


"Talking $TSLA and the options market and why i'm looking for a top in the stock"  
[X Link](https://x.com/anyuser/status/1869026086333698328)  2024-12-17T14:25Z 22.3K followers, 122K engagements


"@ratiocinativeX @JackPosobiec actually"  
[X Link](https://x.com/anyuser/status/1909627812845093358)  2025-04-08T15:22Z 22.3K followers, 16.3K engagements


"Here's my full take on the markets right now. Discussing: - Short Vol Blowout $VXX - Econ Data $MACRO - Carry Trade Unwind $AUDJPY - Rotational Dynamics in $IWM $XLV and $XLF - Dispersion Trade Unwind in $NVDA $AAPL and others Enjoy"  
[X Link](https://x.com/anyuser/status/1819800539108139410)  2024-08-03T18:20Z 22.3K followers, 131.6K engagements


"@micsolana we will genetically edit new redwoods so we can build cozy hobbit condos"  
[X Link](https://x.com/anyuser/status/1853453891217633331)  2024-11-04T15:06Z 22.3K followers, 21.6K engagements


"@tszzl the U.S. military does not promote fast enough"  
[X Link](https://x.com/stevenplace/status/1828500275163783341)  2024-08-27T18:30Z 22.3K followers, 22.9K engagements


"@BDSixsmith @Aristos_Revenge Banksy is like Ted talks Status signal and kinda neat in [----] After that though.oof"  
[X Link](https://x.com/stevenplace/status/1738954046101147824)  2023-12-24T16:05Z 22.3K followers, 44.1K engagements


"@TPCarney @ianbremmer You know we can take screenshots right"  
[X Link](https://x.com/stevenplace/status/1859222953591738596)  2024-11-20T13:11Z 22.3K followers, 18K engagements


"@Jalopnik This guy is telling you Buc-ee's is bad"  
[X Link](https://x.com/stevenplace/status/1862528539116839219)  2024-11-29T16:06Z 22.3K followers, [----] engagements


"7. If there is a gap up on Wednesday or (even better) Thursday watch for the call IV to stop rising and the distance between price and [--] delta starts to decrease. It's the vanna crush. Short it"  
[X Link](https://x.com/stevenplace/status/1868708595963203981)  2024-12-16T17:23Z 22.3K followers, 33.4K engagements


"@roaddiets @wanyeburkett If you want walkable cities You're going to need to put a lot more people in prison"  
[X Link](https://x.com/stevenplace/status/1916498042817049038)  2025-04-27T14:21Z 22.3K followers, [----] engagements


"@lachlan @elonmusk i want a cryptographically secured America-Net citizens only we could call it something cool like "America On-Line""  
[X Link](https://x.com/anyuser/status/1934979317681053972)  2025-06-17T14:19Z 22.3K followers, 13.9K engagements


"More $TSLA stuff I talk about looking at distance between [--] delta call and underlying stock Because if that distance "sticks" then time premium is replacing vol premium and keeps upside pressure on the stock. Some screenshots from today:"  
[X Link](https://x.com/anyuser/status/1869131751832035424)  2024-12-17T21:25Z 22.3K followers, 61.2K engagements


"@drsuffy true"  
[X Link](https://x.com/anyuser/status/1878970625794187451)  2025-01-14T01:01Z 22.3K followers, 10.3K engagements


"@JamesSurowiecki Turns out you are mistaken. Again"  
[X Link](https://x.com/stevenplace/status/1884603138457346536)  2025-01-29T14:02Z 22.3K followers, [----] engagements


"$NVDA is setup to break the market. We aren't there yet but if this keeps up you've got a nasty pocket of air lower. This is a call on market structure not a commentary on chips rates or the economy"  
[X Link](https://x.com/anyuser/status/1765868483378618796)  2024-03-07T22:33Z 22.3K followers, 34.3K engagements


"there's an image AI that lets you generate naked people the only way to get access to it is if you own a certain amount of their token here's the chart:"  
[X Link](https://x.com/anyuser/status/1619795225601507329)  2023-01-29T20:30Z 22.3K followers, 154.5K engagements


"@WalterIsaacson @elonmusk When you order a medium drip and there's five custom latte orders in front of you"  
[X Link](https://x.com/anyuser/status/1585703033467555841)  2022-10-27T18:40Z 22.3K followers, [---] engagements


"@MattWalshBlog we should use blimps"  
[X Link](https://x.com/anyuser/status/1858592966199115931)  2024-11-18T19:27Z 22.3K followers, 39.3K engagements


"it's not about tariffs tariffs are "the thing" just like fiscal cliff taper tantrum ebola covid what matters is liquidity and positioning into large shifts in risk perception that's the focus"  
[X Link](https://x.com/stevenplace/status/1906697388682600730)  2025-03-31T13:17Z 22.3K followers, 68K engagements


"@L0m3z a mystery grove is a list of movies to better understand the world that list exists in a superposition of real and deleted"  
[X Link](https://x.com/anyuser/status/1880406983989424335)  2025-01-18T00:08Z 22.3K followers, [----] engagements


"Ok one more thing The last time I talked about this in $TSLA was November 4th [----] Which was the high. Here's the video with some strategies to consider"  
[X Link](https://x.com/stevenplace/status/1869138572823150639)  2024-12-17T21:52Z 22.3K followers, 21.4K engagements


"@extradeadjcb if he starts talking about the benefits of adrenochrome i will be concerned"  
[X Link](https://x.com/stevenplace/status/1860064777667772521)  2024-11-22T20:56Z 22.3K followers, [----] engagements


"Here's why we can't see a rug pull in the markets (yet)"  
[X Link](https://x.com/anyuser/status/1920180714328252714)  2025-05-07T18:15Z 22.3K followers, 24K engagements


"@haydenzadams @Uniswap if you had laundered money for the state department none of this would've happened"  
[X Link](https://x.com/stevenplace/status/1778138435665998104)  2024-04-10T19:10Z 22.3K followers, [----] engagements


"@madisontayt_ when you are willing to accept the violence necessary to stop this it will stop"  
[X Link](https://x.com/stevenplace/status/1848370685883638135)  2024-10-21T14:28Z 22.3K followers, [----] engagements


"@ratiocinativeX @JackPosobiec Yes it's precedent. And it's been precedent in the US military for a very long time. Stop acting like this is new and shocking"  
[X Link](https://x.com/anyuser/status/1909630125118734519)  2025-04-08T15:31Z 22.3K followers, [----] engagements


"@Oilfield_Rando BRO"  
[X Link](https://x.com/stevenplace/status/1878848718210035876)  2025-01-13T16:56Z 22.3K followers, 38.3K engagements


"@politicalmath I don't want to make fun of them I want them prosecuted"  
[X Link](https://x.com/anyuser/status/1904631312759009489)  2025-03-25T20:27Z 22.3K followers, [----] engagements


"Credit where credit's due 🚨 -ONE MONTH BEFORE THE SHIT HIT THE FAN (10/11/22) @AlderLaneEggs warns about $FTX & @SBF_FTX etc to @KeithMcCullough "Nothing here fits. Everything reads like it's a complete scam. This thing is dirty and rotten to the core." Watch full conversation: https://t.co/7jGnwyRkn1 https://t.co/J4kik8DKu8 🚨 -ONE MONTH BEFORE THE SHIT HIT THE FAN (10/11/22) @AlderLaneEggs warns about $FTX & @SBF_FTX etc to @KeithMcCullough "Nothing here fits. Everything reads like it's a complete scam. This thing is dirty and rotten to the core." Watch full conversation:"  
[X Link](https://x.com/anyuser/status/1591267673979383809)  2022-11-12T03:12Z 22.3K followers, [---] engagements


"🚨 -ONE MONTH BEFORE THE SHIT HIT THE FAN (10/11/22) @AlderLaneEggs warns about $FTX & @SBF_FTX etc to @KeithMcCullough "Nothing here fits. Everything reads like it's a complete scam. This thing is dirty and rotten to the core." Watch full conversation: https://bit.ly/3WWxd0X https://bit.ly/3WWxd0X"  
[X Link](https://x.com/anyuser/status/1591240664779743232)  2022-11-12T01:25Z 225.8K followers, 19.4K engagements


"@patio11 we could finish what he started"  
[X Link](https://x.com/stevenplace/status/1838324739514728760)  2024-09-23T21:09Z 22.3K followers, [----] engagements


"@ccmembersonly Florida needs to be canalmaxxing Every house with a deepwater boat slip"  
[X Link](https://x.com/stevenplace/status/1844002408529375685)  2024-10-09T13:10Z 22.3K followers, [----] engagements


"@the_transit_guy you can get what you want but you're going to have to put a *lot* more people in prison for a *very* long time"  
[X Link](https://x.com/stevenplace/status/1864424056763642126)  2024-12-04T21:38Z 22.3K followers, 11.5K engagements


"@Brushbeater Maybe he wanted to get free calls on an AT&T pay phone from the 80s"  
[X Link](https://x.com/stevenplace/status/1813559303766204850)  2024-07-17T13:00Z 22.3K followers, [----] engagements


"@JoeCassandra we've stopped eating out because i'm always disappointed relative to what i pay and i'm a better cook than them"  
[X Link](https://x.com/stevenplace/status/1703099179319378141)  2023-09-16T17:31Z 22.3K followers, 11.4K engagements


"@KFILE @CharlesPPierce why don't you come in and talk about this blog post"  
[X Link](https://x.com/anyuser/status/1864355655173202356)  2024-12-04T17:06Z 22.3K followers, [----] engagements


"@ERICSORENSEN Look man i know your comms team thought this would be a banger tweet but we all have access to the Illinois district map"  
[X Link](https://x.com/anyuser/status/1950980178290585800)  2025-07-31T18:01Z 22.3K followers, [----] engagements


"New Video Hunting for Leverage With the shifts in Fed expectations you're going to see setups similar to the $LUMN run we saw this week. Key points: - Debt Indexed to SOFR has pushed a ton of stocks lower - If SOFR down then those stocks moon"  
[X Link](https://x.com/anyuser/status/1821622632938381732)  2024-08-08T19:00Z 22.3K followers, 11.9K engagements


"@MattWalshBlog"  
[X Link](https://x.com/anyuser/status/1858609472358543488)  2024-11-18T20:33Z 22.3K followers, [----] engagements


"This is about all I'm going to talk about the stock this week my tweets got a ton of eyeballs and new followers (welcome) But odds are one of you idiots is going to oversize and blame me so will do post mortem after Opex"  
[X Link](https://x.com/anyuser/status/1869131765539049495)  2024-12-17T21:25Z 22.3K followers, [----] engagements


"The only thing we need to know Will @TheOneLanceB sacrifice his sleep tonight"  
[X Link](https://x.com/anyuser/status/1909042422962610424)  2025-04-07T00:35Z 22.3K followers, [----] engagements


"@ChristinaPushaw @whstancil will wants people removed from social media because his team won't get elected"  
[X Link](https://x.com/anyuser/status/1554530737671512065)  2022-08-02T18:13Z 22.3K followers, [--] engagements


"4. Wait for the $TSLA weekly call options skew to get cranked. It helps that this is a monthly opex. ATM vol is 79% OTM calls are 80-90% Don't short it"  
[X Link](https://x.com/stevenplace/status/1868708589638177182)  2024-12-16T17:23Z 22.3K followers, 18K engagements


"@mattyglesias The way your hot takes age and the speed at which they age is an art form. I am in awe"  
[X Link](https://x.com/anyuser/status/1970925226868510944)  2025-09-24T18:56Z 22.3K followers, [----] engagements


"@Fatherspyridon"  
[X Link](https://x.com/stevenplace/status/1877159401917751358)  2025-01-09T01:04Z 22.3K followers, [----] engagements

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