# ![@MuppetTrading Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::775796016.png) @MuppetTrading Random Muppet

Random Muppet posts on X about $tmus, uber, tariffs, $lly the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::775796016/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::775796016/c:line/m:interactions.svg)

- [--] Week [-----] +4,873%
- [--] Month [-----] +438%
- [--] Months [------] -67%
- [--] Year [-------] -87%

### Mentions: [--] [#](/creator/twitter::775796016/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::775796016/c:line/m:posts_active.svg)

- [--] Month [--] +33%
- [--] Months [--] -70%
- [--] Year [--] -73%

### Followers: [-----] [#](/creator/twitter::775796016/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::775796016/c:line/m:followers.svg)

- [--] Month [-----] -0.18%
- [--] Months [-----] -0.55%
- [--] Year [-----] +6.10%

### CreatorRank: [---------] [#](/creator/twitter::775796016/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::775796016/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  63.89% [technology brands](/list/technology-brands)  19.44% [finance](/list/finance)  14.81% [cryptocurrencies](/list/cryptocurrencies)  8.33% [countries](/list/countries)  4.63% [us election](/list/us-election)  1.85% [exchanges](/list/exchanges)  1.85% [currencies](/list/currencies)  0.93% [fashion brands](/list/fashion-brands)  0.93% [nba](/list/nba)  0.93%

**Social topic influence**
[$tmus](/topic/$tmus) 7.41%, [uber](/topic/uber) 7.41%, [tariffs](/topic/tariffs) 3.7%, [$lly](/topic/$lly) 3.7%, [this is](/topic/this-is) 3.7%, [tmus](/topic/tmus) 3.7%, [$tsla](/topic/$tsla) 2.78%, [tsla](/topic/tsla) 2.78%, [$pfe](/topic/$pfe) 2.78%, [$lmt](/topic/$lmt) 2.78%

**Top accounts mentioned or mentioned by**
[@stocknews690137](/creator/undefined) [@johnbresnahan](/creator/undefined) [@capital2coffee](/creator/undefined) [@kc2381](/creator/undefined) [@edwinvanderberg](/creator/undefined) [@firstadopter](/creator/undefined) [@capitalobserver](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@scroogecap](/creator/undefined) [@dkbilson](/creator/undefined) [@erictheumpire](/creator/undefined) [@rebrandasy](/creator/undefined) [@richtoad](/creator/undefined) [@akramsrazor](/creator/undefined) [@lefttailguy](/creator/undefined) [@foolallthetime](/creator/undefined) [@energycredit1](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@revnoproduction](/creator/undefined) [@metacriticcap](/creator/undefined)

**Top assets mentioned**
[T-Mobile (TMUS)](/topic/$tmus) [Uber Technologies, Inc. (UBER)](/topic/uber) [Eli Lilly and Company (LLY)](/topic/$lly) [Tesla, Inc. (TSLA)](/topic/$tsla) [Pfizer, Inc. (PFE)](/topic/$pfe) [Limitus (LMT)](/topic/$lmt) [Lincoln National Corporation (LNC)](/topic/$lnc) [Fiserv, Inc. (FI)](/topic/$fi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Now Coin (NOW)](/topic/$now) [Progressive Corp (PGR)](/topic/$pgr) [Alliance Fan Token (ALL)](/topic/$all) [TrustVerse (TRV)](/topic/$trv) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Novo-Nordisk (NVO)](/topic/$nvo) [UiPath, Inc. (PATH)](/topic/$path) [Heroes of NFT (HON)](/topic/$hon) [Mario Coin (COIN)](/topic/$coin) [MongoDB, Inc. (MDB)](/topic/$mdb) [Block, Inc. (XYZ)](/topic/$xyz) [Toast, Inc. (TOST)](/topic/$tost) [Merge (MERGE)](/topic/merge) [PENN Entertainment Inc (PENN)](/topic/$penn) [Optimism (OP)](/topic/optimism) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [QuantumCore (QBS)](/topic/quantum) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [Intel Corporation (INTC)](/topic/$intc) [Oklo Inc. (OKLO)](/topic/$oklo) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Alcoa, Corp. (AA)](/topic/$aa) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [McDonald's Corp (MCD)](/topic/$mcd) [CatCoin (CAT)](/topic/$cat) [Cummins Inc. (CMI)](/topic/$cmi) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [ZetaChain (ZETA)](/topic/$zeta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Jefferies Europe team had a good note on this yesterday. time for US investors to give it a thought as well"  
[X Link](https://x.com/MuppetTrading/status/2021989235625275660)  2026-02-12T16:46Z [----] followers, [---] engagements


"Here's the link to the Experian press release from earlier. https://www.experianplc.com/newsroom/press-releases/2026/experian-launches-insurance-marketplace-app-on-chatgpt https://www.experianplc.com/newsroom/press-releases/2026/experian-launches-insurance-marketplace-app-on-chatgpt"  
[X Link](https://x.com/MuppetTrading/status/2021995121022316890)  2026-02-12T17:09Z [----] followers, [---] engagements


"Ha timely headline right now: Experian announced the launch of the Experian Insurance Marketplace app on ChatGPT"  
[X Link](https://x.com/MuppetTrading/status/2021979181362577495)  2026-02-12T16:06Z [----] followers, [---] engagements


"Long $MDB vs ss vertical software like $NOW is my take. All the Cursor kiddos will be running on $MDB Atlas b/c they don't know any better and/or won't bother hosting their own Mongo. Today I wrote about how Media in [----] feels a lot like software in [----]. The war has been won and now a new entrant (internet + cost down in media creation) has come. I truly think over the next [--] years supply will overwhelm demand and with that. price goes down Today I wrote about how Media in [----] feels a lot like software in [----]. The war has been won and now a new entrant (internet + cost down in media"  
[X Link](https://x.com/MuppetTrading/status/1943673705265037467)  2025-07-11T14:08Z [----] followers, [----] engagements


"Jefferies $XYZ note after "Square Releases" sounds like they are really stepping up their game in restaurants vertical I would guess $TOST is the one most at risk"  
[X Link](https://x.com/MuppetTrading/status/1975940302092280193)  2025-10-08T15:04Z [----] followers, 10.9K engagements


"While insurance brokers have been the ones to be killed this week I think underwrites should be the ones to look after next. No AI is not going to start underwriting - but all the new tools make price comparison so much easier their pricing power evaporate as they just compete it away. names like $PGR $ALL $TRV for example. Prime to be subjects of pricing wars. https://twitter.com/i/web/status/2021978133532922006 https://twitter.com/i/web/status/2021978133532922006"  
[X Link](https://x.com/MuppetTrading/status/2021978133532922006)  2026-02-12T16:02Z [----] followers, [---] engagements


"Instead of Geico's "just [--] minutes" - [--] AI agents getting you the best price. No longer overpaying for policies at $PGR $ALL $TRV AI agents will take care of that"  
[X Link](https://x.com/MuppetTrading/status/2021982023871791601)  2026-02-12T16:17Z [----] followers, [---] engagements


"@firstadopter TMUS yesterday talked about the era of free phones being over"  
[X Link](https://x.com/MuppetTrading/status/2022022244260868107)  2026-02-12T18:57Z [----] followers, [---] engagements


"@StockNews690137 Well this is for sure it makes gazillion times more sense at [--] than at [--] lol Even in $30 LBO cash on balance sheet would pay for half of the price. if can use some debt could basically do with zero cash outlay. IRR = infinity"  
[X Link](https://x.com/MuppetTrading/status/1853894438046871663)  2024-11-05T20:17Z [----] followers, [--] engagements


"@StockNews690137 btw since you brought up HLF. all-stock HLF for MED deal would make enormous sense for HLF at least on paper. would be nicely accretive to the HLF balance sheet (as MED is in net cash positition) and earnings. Lots of cost cutting oppties too. Make the pyramids merge"  
[X Link](https://x.com/MuppetTrading/status/1853897180081213567)  2024-11-05T20:28Z [----] followers, [--] engagements


"Would be symbolic if Trump era II M&A starts with a casino deal. looking at you $PENN"  
[X Link](https://x.com/MuppetTrading/status/1854551481254359204)  2024-11-07T15:48Z [----] followers, [---] engagements


"@CapitalObserver You aren't"  
[X Link](https://x.com/MuppetTrading/status/1854978444670709826)  2024-11-08T20:04Z [----] followers, [---] engagements


"@RampCapitalLLC Damn. I wish that had been financial advice. I would be sooooo rich now. Damn regulations. Hope we get rid of that now"  
[X Link](https://x.com/MuppetTrading/status/1856119537411739763)  2024-11-11T23:39Z [----] followers, [----] engagements


"Got to agree with Roger Boyd from UBS about $FTNT r/r shifting negative into the November [--] Analyst Day. Way too much excitement about refresh cycle. companies sweat their hardware assets much longer these days than the [----] Covid boom times"  
[X Link](https://x.com/MuppetTrading/status/1856729186167066857)  2024-11-13T16:01Z [----] followers, [---] engagements


"Also. while I get about software overall ripping. remember that the newfound $FTNT bull case is about HARDWARE refresh cycle. Not really a software in the purest sense"  
[X Link](https://x.com/MuppetTrading/status/1856732506470420599)  2024-11-13T16:15Z [----] followers, [---] engagements


"I mean if software is rallying partially because not going to be impacted by Trump trade policies and tariffs and stuff like that. How does $FTNT 's bull case of HARDWARE refresh cycle go along with that"  
[X Link](https://x.com/MuppetTrading/status/1856734204685398292)  2024-11-13T16:21Z [----] followers, [---] engagements


"3pm meeting at a pod shop. "So software is rallying today because of optimism about economy and lack of exposure to tariffs and trade wars. how are you exposed" "I keep buying $FTNT into their analyst day next week think they will make even more positive comments about hardware refresh cycle and give high targets" "I said exposure to software so please explain $FTNT once again" "See they had a massive hardware refresh cycle during covid boom in [----] now they are going to cycle that." "Come again" "Hardware refresh cycle is." "Come again" "." "." "Ok fuck me""  
[X Link](https://x.com/MuppetTrading/status/1856772528662089816)  2024-11-13T18:54Z [----] followers, [----] engagements


"True story. About to happen at 3pm today :) 3pm meeting at a pod shop. "So software is rallying today because of optimism about economy and lack of exposure to tariffs and trade wars. how are you exposed" "I keep buying $FTNT into their analyst day next week think they will make even more positive comments about 3pm meeting at a pod shop. "So software is rallying today because of optimism about economy and lack of exposure to tariffs and trade wars. how are you exposed" "I keep buying $FTNT into their analyst day next week think they will make even more positive comments about"  
[X Link](https://x.com/MuppetTrading/status/1856777944108048470)  2024-11-13T19:15Z [----] followers, [---] engagements


"You do realize that whatever outlook $FTNT gives it will be off the best times they had. which coincided with the massive Covid boost they had in [----] Tough compares anyone"  
[X Link](https://x.com/MuppetTrading/status/1856786651449610346)  2024-11-13T19:50Z [----] followers, [---] engagements


"Ok so I cannot say I am very closely following $RBLX but. aren't the decelerating DAU and Hours Engaged QTD trends a yellow light especially given the pop after eps"  
[X Link](https://x.com/MuppetTrading/status/1857093289565999483)  2024-11-14T16:08Z [----] followers, [---] engagements


"Oh and app downloads as well have been trending worse for $RBLX. Gotta agree with the Cowen take from last week about current qtr guidance NOT being a layup. Of course [---] months to go in the qtr things can change but so far it does not look promising to me"  
[X Link](https://x.com/MuppetTrading/status/1857094925818417392)  2024-11-14T16:15Z [----] followers, [---] engagements


"13F season is starting. so we are just a couple of trading days away from learning which activist helped to lay out the $AAP turnaround plan. Stay tuned. Will be fun"  
[X Link](https://x.com/MuppetTrading/status/1857155911980372103)  2024-11-14T20:17Z [----] followers, [---] engagements


"Obviously $UBER will be going green by the EOD because they are the biggest winners w/ cost of ride going exceedingly closer to zero right"  
[X Link](https://x.com/MuppetTrading/status/1858525768852132102)  2024-11-18T15:00Z [----] followers, [----] engagements


"Literally expecting $UBER $77 close today because we are in a y0l0 market; the first rule of y0l0 market is that everything is positive just need to spin the right way. And no worries the spins will come"  
[X Link](https://x.com/MuppetTrading/status/1858527830520238283)  2024-11-18T15:08Z [----] followers, [---] engagements


"Quick math. Robotaxis TAM is [-------------] bazillions. Uber needs to have just 0.0000302378297575% of the TAM to be worth 200x of the current market value. Checks out right"  
[X Link](https://x.com/MuppetTrading/status/1858530196837540137)  2024-11-18T15:18Z [----] followers, [---] engagements


"Note that this sophisticated math does not come from any random person - I was the investor #345807249587249574298357289757 in $UBER - My opinions count"  
[X Link](https://x.com/MuppetTrading/status/1858531359003734108)  2024-11-18T15:23Z [----] followers, [---] engagements


"I too am super-enthusiastic about the window for bidding war for $UBER opening. $TSLA and $GOOG are the obvious bidders with unlimited price tags; who else will be there"  
[X Link](https://x.com/MuppetTrading/status/1858542579526009235)  2024-11-18T16:07Z [----] followers, [----] engagements


"If you really believe if self-driving. COGS for $UBER are going to next to zero if you have self-driving model; market claims that $TSLA and $GOOG do have self-driving so for both of them buying $UBER is gigantically accretive with no COGS right LESGO"  
[X Link](https://x.com/MuppetTrading/status/1858546107262869725)  2024-11-18T16:21Z [----] followers, [---] engagements


"Oh btw $UBER for $LYFT window is now WIDE OPEN. FTC cannot argue against it because in perspective of self-driving it is all irrelevant right"  
[X Link](https://x.com/MuppetTrading/status/1858582461048864965)  2024-11-18T18:46Z [----] followers, [---] engagements


"The combination of $UBER and $LYFT is not anywhere close to being a worry for the FTC right Because otherwise $TSLA is killing them both right RIGHT So $UBER should be not entitled they should be ENCOURAGED to buy $LYFT ASAP right"  
[X Link](https://x.com/MuppetTrading/status/1858584788820783416)  2024-11-18T18:55Z [----] followers, [---] engagements


"@ScroogeCap Lol 60% of traffic being chrome DOES NOT tell anything whatsoever about Chrome revenues"  
[X Link](https://x.com/MuppetTrading/status/1859583391751880808)  2024-11-21T13:03Z [----] followers, [---] engagements


"From Wells Fargo $GOOGL note: "Among key remedies proposed the DOJ has requested to prohibit Google from paying distributors (incl. Apple) for default placement or preinstallation distribution (incl. choice screens)." So no more $20b for TAC to $AAPL anymore"  
[X Link](https://x.com/MuppetTrading/status/1859628094358732936)  2024-11-21T16:01Z [----] followers, [---] engagements


"So what's Madeline gonna say tomorrow about $OKTA Classic Merrill. BofA $OKTA coverage. Thanks for the value add Madeline https://t.co/trMEBWSi1t BofA $OKTA coverage. Thanks for the value add Madeline https://t.co/trMEBWSi1t"  
[X Link](https://x.com/MuppetTrading/status/1864052831474311373)  2024-12-03T21:03Z [----] followers, [----] engagements


"Barclays just picked up on $PYPL raising pricing for merchants - to me it looks like biggest increase is for Pay Later - guessing positive for $AFRM margns as well"  
[X Link](https://x.com/MuppetTrading/status/1864688079627301113)  2024-12-05T15:07Z [----] followers, [---] engagements


"Will Sevush from Jefferies out with intg comments saying $NVO should and is likely to do a commercialization agreement with $PFE if they want to stay in the GLP-1 race"  
[X Link](https://x.com/MuppetTrading/status/1864701003586544060)  2024-12-05T15:58Z [----] followers, [----] engagements


"At least to me Sevush 's thoughts are very reasonable - and seems like something that could spark $PFE with much-needed catalyst"  
[X Link](https://x.com/MuppetTrading/status/1864702483454472273)  2024-12-05T16:04Z [----] followers, [---] engagements


"I get that nobody wants to see mgmt change. but in case of $ETSY it does seem like they're making positive changes assigning people with great track records. Wells Fargo chimes in:"  
[X Link](https://x.com/MuppetTrading/status/1864718631617114599)  2024-12-05T17:09Z [----] followers, [---] engagements


"Given that $ETSY recent 3p data has been showing improvement I'd expect the stock to resume its upward momentum"  
[X Link](https://x.com/MuppetTrading/status/1864719120186421520)  2024-12-05T17:10Z [----] followers, [---] engagements


"@dkbilson The beginning of annual "top [--] execs that shareholders prefer to be exe)(#%/" list"  
[X Link](https://x.com/MuppetTrading/status/1864795781191868595)  2024-12-05T22:15Z [----] followers, [--] engagements


"Today Morgan Stanley highlighting $LLY has overtaken $NVO for #1 in GLP-1 weekly scripts - stuff like that is likely to create some urgency at $NVO and makes Sevush's call for doing commercialization deal with $PFE even more likely. Will Sevush from Jefferies out with intg comments saying $NVO should and is likely to do a commercialization agreement with $PFE if they want to stay in the GLP-1 race. Will Sevush from Jefferies out with intg comments saying $NVO should and is likely to do a commercialization agreement with $PFE if they want to stay in the GLP-1 race"  
[X Link](https://x.com/MuppetTrading/status/1865054592444060147)  2024-12-06T15:24Z [----] followers, [---] engagements


"$PATH should simply rename RPA to Agentic AI and boom it would be newfound retail momo favorite. Easy peasy"  
[X Link](https://x.com/MuppetTrading/status/1866542503232672104)  2024-12-10T17:56Z [----] followers, [---] engagements


"@EricTheUmpire Hm isn't $HON planning to IPO their quantum computing unit Makes it even more interesting"  
[X Link](https://x.com/MuppetTrading/status/1866552503879266785)  2024-12-10T18:36Z [----] followers, [---] engagements


"$PATH is just one CNBC clown pitching it away from becoming the next $PLTR kind of momo name. Seriously just get some noisy pumpah on tv to highlight how they can turn RPA into Agentic AI and the stock will double before the year end"  
[X Link](https://x.com/MuppetTrading/status/1866895906278125786)  2024-12-11T17:20Z [----] followers, [----] engagements


"Seems like F-35 risk for $LMT happening even quicker than Elon's noise would had indicated. https://www.flightglobal.com/fixed-wing/lawmakers-move-to-cut-us-f-35-purchases-over-long-standing-sustainment-issues/161084.article https://www.flightglobal.com/fixed-wing/lawmakers-move-to-cut-us-f-35-purchases-over-long-standing-sustainment-issues/161084.article"  
[X Link](https://x.com/MuppetTrading/status/1866920273439756703)  2024-12-11T18:57Z [----] followers, [---] engagements


"All you need to read from the article. "The 48-aircraft limit would be substantially lower than the Pentagons request for [--] jets in 2025." Going from theoretical risk for $LMT from Elon's tweets to actual risk in already [----] as I understand"  
[X Link](https://x.com/MuppetTrading/status/1866921608012763236)  2024-12-11T19:02Z [----] followers, [---] engagements


"For perspective. Jefferies note on Nov [--] tried to quantify the impact just based on Elon's noise. Now that the risk is becoming real and tangible already in [----] here's the reminder. "25% of $LMT sales" is what we're talking about:"  
[X Link](https://x.com/MuppetTrading/status/1866926443458130428)  2024-12-11T19:22Z [----] followers, [---] engagements


"So $DDD sells unit @ 4x revenues. making remainco being able to pay down convert and leaving it trading @ 1x revenues. Y I know 3d printing not really a hot theme anymore but this seems to be worth a higher multiple"  
[X Link](https://x.com/MuppetTrading/status/1867233360134754788)  2024-12-12T15:41Z [----] followers, [---] engagements


"$DDD remainco should be debt-free after paying down the convert. and trading at just 1x sales. And their strat alts review not done yet - can get more of this. Me likey"  
[X Link](https://x.com/MuppetTrading/status/1867234978838307275)  2024-12-12T15:48Z [----] followers, [---] engagements


"Ok so this is just one state's data but. UBS's note on residential solar inverters share in California looks better for $SEDG than $ENPH. which goes against common "wisdom" imho. Maintaining share in Cali seems like a relief for $SEDG imho"  
[X Link](https://x.com/MuppetTrading/status/1867271010468130881)  2024-12-12T18:11Z [----] followers, [----] engagements


"If $HON doesn't officially (err "secretly" as these thing tend to happen just to be immediately be picked up by reporters) IPO Quantinuum by the end of the year I'll be hugely disappointed with Elliott"  
[X Link](https://x.com/MuppetTrading/status/1867329582288056715)  2024-12-12T22:04Z [----] followers, [---] engagements


"@Rebrand_As_Y MongoDB full text search is SUX. Fuckers wasted my time with rebadged Lucene that does not fully work"  
[X Link](https://x.com/MuppetTrading/status/1873787611804033373)  2024-12-30T17:45Z [----] followers, [---] engagements


"@john_bresnahan Pretty cool experience btw - just happy they had me keep the pants on otherwise"  
[X Link](https://x.com/MuppetTrading/status/1876709808557998554)  2025-01-07T19:17Z [----] followers, [--] engagements


"@john_bresnahan Which one of the OEM's is the first to design a sauna heater like server"  
[X Link](https://x.com/MuppetTrading/status/1876718755054588074)  2025-01-07T19:53Z [----] followers, [--] engagements


"The circle of life would be beautiful in that scenario. Spinning out GlobalFoundries was a lifeline for $AMD once upon a time. Now GlobalFoundries would be a lifeline for $INTC"  
[X Link](https://x.com/MuppetTrading/status/1880322265520435678)  2025-01-17T18:32Z [----] followers, [---] engagements


"The clown on $OKLO: Valuation Our $45 price target represents 10x our FY27 Revenue Estimate Here's his model"  
[X Link](https://x.com/MuppetTrading/status/1882764026595471663)  2025-01-24T12:14Z [----] followers, [----] engagements


"I've been wondering about it anyway but even more after Deepseek. Why are the data center announcements made in GW terms instead of TFLOPS or some other actual measurement of computing power I guess there are better comparisons but it's kinda like a trucking company talking about the amount of fuel they burn instead of the miles driven"  
[X Link](https://x.com/MuppetTrading/status/1882852069565939997)  2025-01-24T18:04Z [----] followers, [----] engagements


"@Capital2Coffee cool thanks for the feedback helped me figure things out"  
[X Link](https://x.com/MuppetTrading/status/1882894060224172447)  2025-01-24T20:51Z [----] followers, [--] engagements


"@Capital2Coffee eh maybe I'll dig into my $AA musings from last year again msco had a note this week https://x.com/MuppetTrading/status/1798772713915601008 A half-random question. if bitty miners are now a theme because they have power contracts. What about $AA for example They use massive amounts of electricity and have contracts for that. Maybe they too could sell some excess power/host something etc https://x.com/MuppetTrading/status/1798772713915601008 A half-random question. if bitty miners are now a theme because they have power contracts. What about $AA for example They use massive"  
[X Link](https://x.com/MuppetTrading/status/1882912528919101632)  2025-01-24T22:05Z [----] followers, [--] engagements


"As I understand the company already had lots of GPU power for their core business. So for example $100m cluster that deprecates over [--] years = $20m/year cost. Use slower core business days/hours for training so only need to allocate like 1/4th of that $20m to training = $5m/year. And still have $600k for electricity etc Cost accounting-wise vs "how much money would it take to create a cluster to train that model""  
[X Link](https://x.com/MuppetTrading/status/1882975827819712852)  2025-01-25T02:16Z [----] followers, [----] engagements


"@rich_toad Hey now isn't "upper end of guidance" too aggressive approach I would rather try to be just a smidge above where the consensus shakes up. which is midpoint of guide"  
[X Link](https://x.com/MuppetTrading/status/1887211069292323164)  2025-02-05T18:45Z [----] followers, [--] engagements


"Wow $TMUS is the greatest telco ever Now they are enabling sending sms messages wowwwww This has never been done since year [----] Massive"  
[X Link](https://x.com/MuppetTrading/status/1889045219561050154)  2025-02-10T20:14Z [----] followers, [---] engagements


"Holy motherfucking shit THEY ARE ACTUALLY SENDING SMS TEXT MESSAGES OMG This is such a massive innovation DID YOU REALIZE YOU CAN NOW SEND SMS MESSAGES VIA T-MOBILE $TMUS NOT JUST TEXT MESSAGES BUT SMS DA FUCKING MESSAGES11"  
[X Link](https://x.com/MuppetTrading/status/1889047154469019922)  2025-02-10T20:21Z [----] followers, [---] engagements


"Motherfucking damn I completely misunderstood that. YOU CAN NOW SEND SMS MESSAGES ON T-MOBILE $TMUS Holy motherfucking shit this is awesome Me in the year of [----] absolutely amazed beyond both of my brain cells"  
[X Link](https://x.com/MuppetTrading/status/1889048105854918942)  2025-02-10T20:25Z [----] followers, [---] engagements


"OMG Did you know that you can actually send like a grand total of [---] characters to $TMUS mobile phone now and the receiver actually gets all of those [---] characters This is amazing beyond my understanding"  
[X Link](https://x.com/MuppetTrading/status/1889049275591532955)  2025-02-10T20:30Z [----] followers, [---] engagements


"@KC2381 Oh I am buyer of hands over fist because this has to be a game changer. Have you ever heard of being able to send [---] character messages to another cell-phone connected to a network Sounds beyond amazing"  
[X Link](https://x.com/MuppetTrading/status/1889049893416620102)  2025-02-10T20:32Z [----] followers, [--] engagements


"@KC2381 My only wish is that I understood earlier how great of an innovation $TMUS came up with. Nobody ever before has thought of being able to send SMS Text messages - this is the kind of shit that really sets T-Mobile apart from everyone else"  
[X Link](https://x.com/MuppetTrading/status/1889050669988057327)  2025-02-10T20:35Z [----] followers, [--] engagements


"I have to say $NOW chart is one of the ugliest things I've seen lately. And yes I did look in the mirror too before saying that"  
[X Link](https://x.com/MuppetTrading/status/1893020319205462455)  2025-02-21T19:29Z [----] followers, [----] engagements


"@akramsrazor @lefttailguy I still like mongodb the software. But dont really see value in atlas at that pricing. so we just run it on our own"  
[X Link](https://x.com/MuppetTrading/status/1896651715052732548)  2025-03-03T19:59Z [----] followers, [---] engagements


"So the market does not give a fck about ze germans becoming a seller of $TMUS instead of their previously telegraphed plan to increase stake Talking about the Deutsche Telekom 13d/a filing from Friday post close"  
[X Link](https://x.com/MuppetTrading/status/1901667845794086960)  2025-03-17T16:12Z [----] followers, [---] engagements


"y I know the actual selling of $TMUS by DT will not start before June - but the change of plans by DT should still matter no"  
[X Link](https://x.com/MuppetTrading/status/1901670223830249515)  2025-03-17T16:21Z [----] followers, [---] engagements


"The overall theme continues to be beyond disgusting. MUST DESTROY VALUE OF DOLLAR AND EVERY OTHER CURRENCY Those who have access to borrow must see everlasting tailwind; those who save MUST BE DEMOLISHED No the markets did not rally on Powell. Currencies tanked on "transitory" being back. No the markets did not rally on Powell. Currencies tanked on "transitory" being back"  
[X Link](https://x.com/MuppetTrading/status/1902442086034485252)  2025-03-19T19:28Z [----] followers, [---] engagements


"@FoolAllTheTime I feel sorry for all the Cleveland Cavaliers fans no idea how but something has to give with Dan Gilbert going into ape mode"  
[X Link](https://x.com/MuppetTrading/status/1906748002330374585)  2025-03-31T16:38Z [----] followers, [---] engagements


"@EnergyCredit1 Well Trump & co already made garments an issue of national security at the White House "why aren't you wearing a suit""  
[X Link](https://x.com/MuppetTrading/status/1907569118410117122)  2025-04-02T23:01Z [----] followers, [---] engagements


"If you update that fantastic tariff formula for the Vietnam removing tariffs. the tariff for Vietnam remains exactly the same in that math"  
[X Link](https://x.com/MuppetTrading/status/1908182681457758536)  2025-04-04T15:39Z [----] followers, [----] engagements


"Why has biopharma been viewed as "defensive" this week until today $LLY CEO commentary to me doesn't sound any "defensiveness" of pharma sector at all. via Leerink"  
[X Link](https://x.com/MuppetTrading/status/1908228746337018366)  2025-04-04T18:42Z [----] followers, [---] engagements


"So. how much should $LNC be DOWN on that Bain deal Seems like damaging their EPS power but even despite that they will remain in the capital hole"  
[X Link](https://x.com/MuppetTrading/status/1909956936339988576)  2025-04-09T13:09Z [----] followers, [---] engagements


"I'm thinking down 5% would be fair for $LNC as an initial reaction"  
[X Link](https://x.com/MuppetTrading/status/1909957086881984609)  2025-04-09T13:10Z [----] followers, [---] engagements


"(my point being that $LNC should NOT be up on that as indicated in premkt. it should be DOWN)"  
[X Link](https://x.com/MuppetTrading/status/1909958948683411939)  2025-04-09T13:17Z [----] followers, [---] engagements


"$LLY maybe red to green move today Trump's pharma pricing exec order actually sounds positive for the group with sell-side pointing at names like $LLY $GILD $NBIX as beneficiaries"  
[X Link](https://x.com/MuppetTrading/status/1912508557435543571)  2025-04-16T14:09Z [----] followers, [---] engagements


"Morgan Stanley's Dan Bone sums it up the best: "Under current law the IRA small molecule drugs are eligible for negotiation after [--] years while more complex biologics are eligible in [--] years. Drugmakers have argued that the current 9-year timeline for small molecules has stifled innovation. Trump seeks alignment at [--] years. This is a positive on a few levels PHRMA told us in Nov that killing the "pill penalty" was priority [--] for industry." And $LLY $GILD seem to be the most direct beneficiaries to me"  
[X Link](https://x.com/MuppetTrading/status/1912519711662751794)  2025-04-16T14:53Z [----] followers, [---] engagements


"@EdwinVANDERBERG Right. Redburn Atlantic actually pretty solid gang that's not afraid to make out-of-consensus calls. and their negative view on $FI does make sense & is well explained in the note"  
[X Link](https://x.com/MuppetTrading/status/1912877914644775295)  2025-04-17T14:36Z [----] followers, [--] engagements


"@EdwinVANDERBERG Here's a snippet from Redburn $FI downgrade. hard to disagree:"  
[X Link](https://x.com/MuppetTrading/status/1912878493177618553)  2025-04-17T14:39Z [----] followers, [--] engagements


"Amusingly sell-side desks highlighting negative lateral read to $FI by buy-side. but at least so far stock still not budging. Guess the buy-side is still frozen and scared to do anything and not acting on their own views. at least yet"  
[X Link](https://x.com/MuppetTrading/status/1912897399636271188)  2025-04-17T15:54Z [----] followers, [---] engagements


"It is time to forget about $MCD being "defensive". 1) everyone has been ignoring the upcoming 1Q miss. with eps near hard to ignore into EPS 2) Non-Americans are more likely to avoid these cardboard burgers now 3) Remember $LLY oral glp-1 data last weak Yeah another headind"  
[X Link](https://x.com/MuppetTrading/status/1914319006246359547)  2025-04-21T14:03Z [----] followers, [---] engagements


"Some of you might not be aware but $CAT $CMI have had a tailwind from AI data centers too - via backup generators. Not anymore I guess. cuts there too as per Cowen. Oh and btw Wells Fargo just chimed in about AWS cuts as well"  
[X Link](https://x.com/MuppetTrading/status/1914337762855039040)  2025-04-21T15:17Z [----] followers, [----] engagements


"I cannot even bother to tag $NVDA $VRT tickers to this anymore because they are shitshows anyway :)"  
[X Link](https://x.com/MuppetTrading/status/1914338035715506268)  2025-04-21T15:18Z [----] followers, [---] engagements


"Will Chipotle $CMG be as successful in Mexico as Domino's was in Italy Yes Lol Yes Lol"  
[X Link](https://x.com/MuppetTrading/status/1914387774758658328)  2025-04-21T18:36Z [----] followers, [---] engagements


"@WaterworldCapi1 Yea and it has been very quiet over the last month nothing has changed in the world whatsoever everyone is still a happy camper. Or maybe read Karl on Cloud today"  
[X Link](https://x.com/MuppetTrading/status/1914666467338969565)  2025-04-22T13:03Z [----] followers, [---] engagements


"$ZETA CEO casually dropping a line about inbound acquisition interest for the company on EPS conf call. So casually that seemingly only Jackson Ader from Keybanc noticed"  
[X Link](https://x.com/MuppetTrading/status/1918276741145014571)  2025-05-02T12:09Z [----] followers, 11.3K engagements


"$MRVL announces postponement of Investor Day. $AMZN reports new stake in $AMD in 13F filing after close. So did Amazon give up on MRVL and went to AMD instead Or is that reading too much out of these "coincidentally simultaneous" filings"  
[X Link](https://x.com/MuppetTrading/status/1919861230107254880)  2025-05-06T21:06Z [----] followers, [----] engagements


"Bessent-China talks transcript leaked. "Trump is stupid" "Yes he is" "Great we agree" Bloomberg headline: * CHINA AND BESSENT ARE IN AGREEMENT mkt rips 5%"  
[X Link](https://x.com/MuppetTrading/status/1920176617537573111)  2025-05-07T17:59Z [----] followers, [---] engagements


"It's pretty hilarious $CEG is trading up as "$NVDA sympathy" today. Because Saudis will buy their electricity straight from Texas right In reality $CEG should be down along with other nuclear power generators ( $DUK $PEG etc) on IRA changes. here's Jefferies for example:"  
[X Link](https://x.com/MuppetTrading/status/1922338450180657531)  2025-05-13T17:09Z [----] followers, [---] engagements


"Getting tired of the random nonsense I am tweeting HALF OF THE ACTUAL HEADLINES ARE MORE STUPID THAN THIS. And yet the mkt buys every single fucking one of them. Da Fuq"  
[X Link](https://x.com/MuppetTrading/status/1922772898848047495)  2025-05-14T21:55Z [----] followers, [---] engagements


"TRUMP STOPPED GAMBIA'S WAR AGAINST ICELAND EVEN BEFORE IT STARTED"  
[X Link](https://x.com/MuppetTrading/status/1922773714568946054)  2025-05-14T21:59Z [----] followers, [---] engagements


"LESOTHO AND TURKMENISTAN AGREED TO TRUCE AFTER TRUMP INTERVENTION TO THE WAR; BOTH AGREED TO PAY REPARATORY FUNDS TO THE USA"  
[X Link](https://x.com/MuppetTrading/status/1922774144501866981)  2025-05-14T22:00Z [----] followers, [---] engagements


"S&P500 has so many reasons to cancel the $COIN addition. 1) Data breached happened on May [--]. if $COIN had disclosed it immediately it wouldn't had been added in the first place on the following day. So a convenient excuse - "we did not know when we made the decision that's why it is canceled" 2) As I've explained $COIN should be under regulatory scrutiny and supervision until they have proven they have fixed their internal controls procedures security measures etc. How can you add a company that should be limited in their business for years to come. This $COIN hack / leak is setting up for"  
[X Link](https://x.com/MuppetTrading/status/1923038658673734075)  2025-05-15T15:31Z [----] followers, [----] engagements


"This is not a "could happen to anyone" kind of situation. The amount and type of data shows how careless $COIN is with handling sensitive information. A massive no-no for a financial institution. Again if this happened to a bank they would be hit with an investigation for negligence in having proper controls. Why shouldn't it be the same for $COIN"  
[X Link](https://x.com/MuppetTrading/status/1923043523512664409)  2025-05-15T15:51Z [----] followers, [---] engagements


"This could hurt $CPNG I would guess. https://biz.chosun.com/en/en-policy/2025/05/22/D4LYGGIB2BCQTG23KJP4FK63UM/ https://biz.chosun.com/en/en-policy/2025/05/22/D4LYGGIB2BCQTG23KJP4FK63UM/"  
[X Link](https://x.com/MuppetTrading/status/1925550164011282635)  2025-05-22T13:51Z [----] followers, [---] engagements


"I know people are used to dismiss antitrust news as "just noise" but. in the rest of the world these things actually matter and lead to something. So I would expect some real pressure on $CPNG from the KFTC investigation"  
[X Link](https://x.com/MuppetTrading/status/1925553698274480317)  2025-05-22T14:05Z [----] followers, [---] engagements


"@RevnoProduction *IF* you are right and $CPNG is being targeted for reasons outside of how they do business. then that's potentially ever worse in my view"  
[X Link](https://x.com/MuppetTrading/status/1925582583196180862)  2025-05-22T16:00Z [----] followers, [--] engagements


"@MetacriticCap my teradata stored on tapes demands some recognition"  
[X Link](https://x.com/MuppetTrading/status/1928130425790054547)  2025-05-29T16:44Z [----] followers, [---] engagements


"I DON'T MAKE THE RULES so $DJT HAS to go to $25.72+ now right Because noone will sell under the pricing because HODL right"  
[X Link](https://x.com/MuppetTrading/status/1928498870167732258)  2025-05-30T17:08Z [----] followers, [---] engagements


"I might even kinda understand OpenAI and them just whining instead of actually using their $$ for buying GPU's. after all it's just what the investors demand R-O-I. But for the life of me I cannot understand the insistence of $NVDA to put so much focus on finding ways to avoid US rules to keep selling to China while supposedly everyone else is starving for the GPUs. Why WHY Why the fucking fuck focus on getting around all the restrictions in place just to find more and more mysterious ways to sell to China while all the tier-1 clients are supposedly waiting"  
[X Link](https://x.com/MuppetTrading/status/1930049806300262440)  2025-06-03T23:51Z [----] followers, [---] engagements


"@sama So the current result of the situation: when I ask my local provider "hey need a H100 ok" it responds with "we are told still sold out" when chinese co asks their provider "hey I need GPUs" it responds with "ok we will get NVDA to deliver whatever you ask rules be fucked""  
[X Link](https://x.com/MuppetTrading/status/1930053741153268206)  2025-06-04T00:07Z [----] followers, [---] engagements


"Ok Rocha you got my vote"  
[X Link](https://x.com/MuppetTrading/status/1930994907398697422)  2025-06-06T14:27Z [----] followers, [---] engagements


""It is a marathon not a sprint" they claim And yet there is a massive clusterfuck right at when the horn is supposed to sound. This nonsense must be stopped. $SPGI is shifting billions of dollars to the bad guys from ordinary people just by being so ridiculously insistent on their age-old and thoroughly stupid process. Every single bit about S&P500 indexing is beyond retarded. - like [--] complete random dudes at completely random company named S&P have power over bazillions of dollars - the timing on Friday right in the window there some can exercise options and some cannot. is FUCKING Every"  
[X Link](https://x.com/MuppetTrading/status/1931107659484131369)  2025-06-06T21:55Z [----] followers, [---] engagements


"I just finished linking a bunch of my devices together at home to be able to listen to spotify in every way imaginable. home office pc laptop smartphone smart tv [--] external screens [--] different soundbars pc speakers in different rooms. everything works great except that. now I wanna get some sleep. and I heard a beep somewhere. and then another one somewhere else. I think I'll get nightmares tonight. https://www.youtube.com/shorts/QVwRVAloEjg https://www.youtube.com/shorts/QVwRVAloEjg"  
[X Link](https://x.com/MuppetTrading/status/1931885808077640175)  2025-06-09T01:27Z [----] followers, [---] engagements


"My first impression upon reading $LINE 10Q filed after close: wow ugly. They are hedging their asses. Look at the risk factors vs last 10Q"  
[X Link](https://x.com/MuppetTrading/status/365604450519351296)  2013-08-08T22:44Z [----] followers, [--] engagements

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