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

Random Muppet posts on X about $mdb, $expe, $now, has been 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: undefined [#](/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)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$mdb](/topic/$mdb), [$expe](/topic/$expe), [$now](/topic/$now), [has been](/topic/has-been), [$dpz](/topic/$dpz), [china](/topic/china), [ai](/topic/ai), [$lly](/topic/$lly), [stocks](/topic/stocks), [all the](/topic/all-the)

**Top accounts mentioned or mentioned by**
[@dkbilson](/creator/undefined) [@vettechtrader](/creator/undefined) [@whentofoldem](/creator/undefined) [@donutshorts](/creator/undefined) [@chrobinson](/creator/undefined) [@coorslightceo](/creator/undefined) [@stocknews690137](/creator/undefined) [@johnbresnahan](/creator/undefined) [@hedgeyeretail](/creator/undefined) [@kc2381](/creator/undefined) [@newaccountnick](/creator/undefined) [@metacriticcap](/creator/undefined) [@given2tweet](/creator/undefined) [@srasgon](/creator/undefined) [@trader53](/creator/undefined) [@fenomenooh](/creator/undefined) [@firstadopter](/creator/undefined) [@wallstcynic](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@jonathanwosen](/creator/undefined)

**Top assets mentioned**
[MongoDB, Inc. (MDB)](/topic/$mdb) [Expedia Group Inc (EXPE)](/topic/$expe) [Now Coin (NOW)](/topic/$now) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Eli Lilly and Company (LLY)](/topic/$lly) [FedEx Corporation (FDX)](/topic/$fdx) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Twilio, Inc. (TWLO)](/topic/$twlo) [Uber Technologies, Inc. (UBER)](/topic/uber) [Entergy Corporation (ETR)](/topic/$etr) [T-Mobile (TMUS)](/topic/$tmus) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Elastic N.V. (ESTC)](/topic/$estc) [Intel Corporation (INTC)](/topic/$intc) [TrustVerse (TRV)](/topic/$trv) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Novo-Nordisk (NVO)](/topic/$nvo) [Roku, Inc. (ROKU)](/topic/$roku) [American Express Company (AXP)](/topic/$axp) [Cigna Corp (CI)](/topic/$ci) [Alcoa, Corp. (AA)](/topic/$aa) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [IBM (IBM)](/topic/ibm) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Blackstone, Inc. (BX)](/topic/$bx) [Synopsys, Inc. (SNPS)](/topic/$snps) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [Okta Inc (OKTA)](/topic/$okta) [Canton (CC)](/topic/$cc) [Fiserv, Inc. (FI)](/topic/$fi) [Nike Inc (NKE)](/topic/$nke) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hartford Financial Services Group Inc (HIG)](/topic/$hig) [UnitedHealth Group (UNH)](/topic/$unh) [McDonald's Corp (MCD)](/topic/$mcd) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Central African Republic Meme (CAR)](/topic/$car) [Teradyne, Inc. (TER)](/topic/$ter) [VMware, Inc. (VMW)](/topic/$vmw) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Progressive Corp (PGR)](/topic/$pgr) [Alliance Fan Token (ALL)](/topic/$all) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [Micron Technology, Inc. (MU)](/topic/$mu) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [Western Digital Corp (WDC)](/topic/$wdc) [Lincoln National Corporation (LNC)](/topic/$lnc) [Thetan Arena (THG)](/topic/$thg) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Vertex Protocol (VRTX)](/topic/$vrtx) [Wat (WAT)](/topic/$wat) [Costco Hot Dog (COST)](/topic/$cost) [Discover Financial Services (DFS)](/topic/$dfs) [Rally (RLY)](/topic/rally) [Etsy Inc (ETSY)](/topic/$etsy) [Hertz Network (HTZ)](/topic/$htz) [General Electric Company (GE)](/topic/$ge) [Republic Services, Inc. (RSG)](/topic/$rsg) [Waste Management, Inc. (WM)](/topic/$wm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Feedback on $GE: "It's GE. If there are widespread issues as $TPIC and $ENR.DE blowups have comfirmed you can count on GE being impacted as well. But - it is GE. You can count on them not admitting it for as long as they possibly can especially with Vernova spin coming.""  
[X Link](https://x.com/MuppetTrading/status/1684639826232872960)  2023-07-27T19:00Z [----] followers, [---] engagements


"Gordon Haskett's Tom Claps out suggesting $ABT $RKT.L NEC Litigation case count now 12000+ cases vs [----] that he thinks is Street expectation. sounds negative to me"  
[X Link](https://x.com/MuppetTrading/status/1839323650622927033)  2024-09-26T15:18Z [----] followers, [---] engagements


"Markets are funny. As I understand $RKT.L $ABT's "partner in crime" in the NEC litigation spent yesterday telling sell-side analysts that nothing to see all good with the case count. And that's why market ignored the guy who was actually sitting in the court for updates"  
[X Link](https://x.com/MuppetTrading/status/1839699289762574474)  2024-09-27T16:11Z [----] followers, [---] engagements


"It's going to be fun next week when the trial starts. and $ABT / $RKT.L shareholders are "shocked" by the case count being way way higher than $RKT.L mgmt bullshit indicated. "DID NOT SEE THAT COMING""  
[X Link](https://x.com/MuppetTrading/status/1839704451436699720)  2024-09-27T16:31Z [----] followers, [---] engagements


"@given2tweet I think at this point mkt would react favorably to M Dell promising to never doing anything to/with $VMW ever again. and that's despite giving $VMW very good terms on the $PVTL deal. The boogeyman is soo scary"  
[X Link](https://x.com/MuppetTrading/status/1166385139456401408)  2019-08-27T16:21Z [----] followers, [--] engagements


"Anyone have color on what call from what broker was out there overnight on hyperscale capex cuts causing names like Wiwynn and ASpeed getting smashed in Asia"  
[X Link](https://x.com/MuppetTrading/status/1267800242239483905)  2020-06-02T12:48Z [----] followers, [--] engagements


"JP Morgan caught up with $SJM briefly this morning and seems like $SJM mostly blaming weak guidance on customers having over-ordered pet food. I am wondering if mkt will start worrying that might happen to $CHWY as well"  
[X Link](https://x.com/MuppetTrading/status/1268526554977632257)  2020-06-04T12:54Z [----] followers, [--] engagements


"@LongShortTrader ticker $SAAS is also available"  
[X Link](https://x.com/MuppetTrading/status/1291720382735687682)  2020-08-07T12:58Z [----] followers, [--] engagements


"@sebidscap Solutions: 1) Re-tweet from time to time but no too excessively. or better yet start a thread with new bits added from time to time. 2) Disclose the ticker. At least people can take a quick peek to see if worth looking into / dig further"  
[X Link](https://x.com/MuppetTrading/status/1318312721486696448)  2020-10-19T22:07Z [----] followers, [--] engagements


"@Srasgon We usually avoid reactionary rating changes but we are downgrading enter ticker that blew up last night"  
[X Link](https://x.com/MuppetTrading/status/1358065953771298816)  2021-02-06T14:52Z [----] followers, [--] engagements


"While everyone is doing dumpster diving in growth names today I think it is better to literally jump into garbage. garbage stocks that is. $RSG $WM $WCN $CVA kind of names are defensive have reopening and ESG themes to them should be good plays for a couple of weeks"  
[X Link](https://x.com/MuppetTrading/status/1364234866645233671)  2021-02-23T15:25Z [----] followers, [--] engagements


"Looks like market has been weak long enough now forcing people to dive into garbage for defensive/reopening plays. $RSG $WM $WCN seeing some nice relative strength today. Like all [--] names for boring quiet grinders higher during turbulent market times"  
[X Link](https://x.com/MuppetTrading/status/1367495576418402311)  2021-03-04T15:22Z [----] followers, [--] engagements


"I continue to like $CVA as well but admittedly this one is trickier with the debt load that they have. does not provide the defensiveness of these other garbage stocks"  
[X Link](https://x.com/MuppetTrading/status/1367495577848733698)  2021-03-04T15:22Z [----] followers, [--] engagements


""What do you mean turbulence Smooth sailing over here" $RSG $WM $WCN $CVA lagging so far but I think it catches up as well"  
[X Link](https://x.com/MuppetTrading/status/1368980596639334400)  2021-03-08T17:43Z [----] followers, [--] engagements


"To YOLO or not to YOLO Fun note out of JP Morgan. And yes apparently it is better to YOLO but not for too long"  
[X Link](https://x.com/MuppetTrading/status/1423227963143856129)  2021-08-05T10:22Z [----] followers, [--] engagements


"As a reminder $SONY and $TSM planning a new Fab in Japan. for image sensor etc. guess what needs a lot of that. https://www.engadget.com/sony-tsmc-joint-chip-factory-200540698.html https://www.engadget.com/sony-tsmc-joint-chip-factory-200540698.html"  
[X Link](https://x.com/MuppetTrading/status/1455176294375829504)  2021-11-01T14:13Z [----] followers, [--] engagements


"Have to include Japanese ticker $6758.T also for Mrs Watanabe"  
[X Link](https://x.com/MuppetTrading/status/1455209177241038851)  2021-11-01T16:24Z [----] followers, [--] engagements


"Looks like good times for $JNPR about to end. 1) Their clients losing the WFH / SAH tailwinds - see cable co's overall $VZ today. 2) $CSCO supply chain issues won't last forever 3) In hyperscale things just got more competitive with $NOK unexpected success at $MSFT this week"  
[X Link](https://x.com/MuppetTrading/status/1517524981156139009)  2022-04-22T15:25Z [----] followers, [--] engagements


"I like reading "investor feedback to our call" kind of notes. This one is one from Truist on $DISH is one of the funniest I've seen"  
[X Link](https://x.com/MuppetTrading/status/1532782903259807749)  2022-06-03T17:54Z [----] followers, [--] engagements


"Very helpful $AMD comment from Northland's Gus Richard. My II vote guaranteed"  
[X Link](https://x.com/MuppetTrading/status/1668947257855553536)  2023-06-14T11:43Z [----] followers, 13.4K engagements


"@trader_53 I think this is very important note from BofA just summer and Russell rebalancing - I think eventually $JKS will see the proper reaction just might take a bit more time"  
[X Link](https://x.com/MuppetTrading/status/1672245744776904707)  2023-06-23T14:10Z [----] followers, [--] engagements


"Gus just needed three additional weeks to think about it I guess. now he has an idea on where $AMD stock should be heading"  
[X Link](https://x.com/MuppetTrading/status/1676560800268398592)  2023-07-05T11:56Z [----] followers, [---] engagements


"Alton Stump from Loop Capital throwing some cold water on $DPZ / Uber Eats deal. Ok so everyone bulled up on $DPZ after the Uber Eats deal but. that is horribly lame long thesis with one single driver no Ok so everyone bulled up on $DPZ after the Uber Eats deal but. that is horribly lame long thesis with one single driver no"  
[X Link](https://x.com/MuppetTrading/status/1697255898723520928)  2023-08-31T14:31Z [----] followers, [---] engagements


"40 minutes of this perhaps"  
[X Link](https://x.com/MuppetTrading/status/1697691180887064811)  2023-09-01T19:21Z [----] followers, [---] engagements


""But Goldman told me to buy $GH calls""  
[X Link](https://x.com/MuppetTrading/status/1697694189465551257)  2023-09-01T19:33Z [----] followers, [---] engagements


"Twinkies found a schmuck"  
[X Link](https://x.com/MuppetTrading/status/1701209807074586950)  2023-09-11T12:23Z [----] followers, [---] engagements


"No twinkies anymore for you fatso says Bernstein: I continue to think this is incredibly dumb deal for $SJM"  
[X Link](https://x.com/MuppetTrading/status/1701293677362970943)  2023-09-11T17:56Z [----] followers, [---] engagements


"That's a lot of banking fees $UPH owes to Needham. Congrats to everyone involved. So much winning all around"  
[X Link](https://x.com/MuppetTrading/status/1703772413442322628)  2023-09-18T14:06Z [----] followers, [---] engagements


"*NVIDIA IS SAID TO REACH DEAL TO BUY SOFTWARE STARTUP SHORELINE This seems to be observability play. So what does it mean for incumbents like $DDOG $DT $NEWR $SPLK $PANW etc "Validates the market" or "new disruptive force entering the field" I would say the latter"  
[X Link](https://x.com/MuppetTrading/status/1803141017949921429)  2024-06-18T19:01Z [----] followers, [----] engagements


"BofA $OKTA coverage. Thanks for the value add Madeline"  
[X Link](https://x.com/MuppetTrading/status/1829570362004120057)  2024-08-30T17:22Z [----] followers, 33.3K engagements


"Can MICROstrategy beat superMICRO record for micro'est time in the NDQ100"  
[X Link](https://x.com/MuppetTrading/status/1868732727362736272)  2024-12-16T18:59Z [----] followers, [---] engagements


"$CC adding Joseph Kava head of Google's Data Center business to the board kind of validates their immersion cooling plans right Why else would a guy like that bother"  
[X Link](https://x.com/MuppetTrading/status/1876642811136930243)  2025-01-07T14:51Z [----] followers, [---] engagements


"Cannot blame one if not even aware of $CC 's immersion cooling for data centers - more color on their web site. For those who have missed $VRT suggest checking out. https://www.opteon.com/en/applications/two-phase-immersion-cooling https://www.opteon.com/en/applications/two-phase-immersion-cooling"  
[X Link](https://x.com/MuppetTrading/status/1876653517315735747)  2025-01-07T15:33Z [----] followers, [---] engagements


"@JayIKyle BMO has a quick note on $CC today too after the news. One Small Step for Mankind One Potentially Giant Step for CC's Data Center Biz"  
[X Link](https://x.com/MuppetTrading/status/1876656732119900432)  2025-01-07T15:46Z [----] followers, [---] engagements


"In short $CC has now become a data center cooling theme play with validation by Google's Data Center head. not too many of those in chemicals so a prime candidate for funky re-rating to happen"  
[X Link](https://x.com/MuppetTrading/status/1876668439802388765)  2025-01-07T16:33Z [----] followers, [---] engagements


"@john_bresnahan For better or worse the other 99% of humankind does not have that "luxury" - and will have to settle with $CC 's immersion cooling"  
[X Link](https://x.com/MuppetTrading/status/1876716632430587980)  2025-01-07T19:44Z [----] followers, [--] engagements


"Hey it's [----]. let's get it done $GFS $INTC OK who will buy $INTC foundry fabs in [----] for 30c on a dollar $GFS maybe OK who will buy $INTC foundry fabs in [----] for 30c on a dollar $GFS maybe"  
[X Link](https://x.com/MuppetTrading/status/1880315749128106047)  2025-01-17T18:06Z [----] followers, [----] engagements


"No idea if lebff of CNBC actually knows something or not but at these times further consolidation is always welcome right Need to beef up the oligarch's right So $LUV probably a long on $JBLU talk mention crap"  
[X Link](https://x.com/MuppetTrading/status/1891918503101263894)  2025-02-18T18:31Z [----] followers, [---] engagements


"I do think that at this point getting $JBLU bot would be a quite nice net positive for $LUV or whoever. Just general industry consolidation to satisfy the oligarch'y status does the trick"  
[X Link](https://x.com/MuppetTrading/status/1891919660687175960)  2025-02-18T18:36Z [----] followers, [---] engagements


"At this point doesn't even seem relevant if it's just one CNBC dude making up stuff or for real - just buy for the idea of consolidation even if made up by some TV talking head"  
[X Link](https://x.com/MuppetTrading/status/1891921211480809891)  2025-02-18T18:42Z [----] followers, [---] engagements


"Just a reminder - for full positive reaction in the sector the BUYER would need to react well. I do think we are there. so $LUV reaction is the read I care about the most. Either $LUV pops on what the TV heads are saying or who-cares. I take the upside in $LUV case"  
[X Link](https://x.com/MuppetTrading/status/1891925923345133901)  2025-02-18T19:01Z [----] followers, [---] engagements


"Of course $PLTR hides the departure of Chief Accounting Officer Heather Planishek in their 10-k filing. because nobody ever reads those"  
[X Link](https://x.com/MuppetTrading/status/1892160654703792519)  2025-02-19T10:33Z [----] followers, 65.7K engagements


"@HeyMan800 If it's China it's not "hacked" it is "reviewed by a friendly local government" - are you not up to date at all"  
[X Link](https://x.com/MuppetTrading/status/1892327471019667477)  2025-02-19T21:36Z [----] followers, [--] engagements


"@dkbilson Fair but for $ILMN it is already in the latter stages of pukage - when for $NOW it is just a beginning"  
[X Link](https://x.com/MuppetTrading/status/1893022731853021520)  2025-02-21T19:39Z [----] followers, [---] engagements


"@fenomenooh If you do want to buy $NOW for whatever reason down like 30-50% here would be ok for that I guess. But I really do not see the point of asking a question like that - because the immediate answer is still SHORT THE F OUT OF IT"  
[X Link](https://x.com/MuppetTrading/status/1893033968963928212)  2025-02-21T20:24Z [----] followers, [--] engagements


"@fenomenooh You do NOT buy dogshit. Or doge-shit. These are SHORT. Like $NOW is a short"  
[X Link](https://x.com/MuppetTrading/status/1893042651265487093)  2025-02-21T20:58Z [----] followers, [--] engagements


"Couple of negative $FI mentions by sell-side after $FIS / $GPN news - "facing bigger competition in issuing and acquiring" per Wells TMT specialist Rocha for example. Not a sector I know that well but makes sense to me. which may cause another hiding place to lose its status"  
[X Link](https://x.com/MuppetTrading/status/1912874805805691198)  2025-04-17T14:24Z [----] followers, [----] engagements


"In short $FI has two headwinds to face: 1) weaker SMB will hurt their growth rates as per Redburn Atlantic 2) $GPN / $FIS deal will create two larger competitors for both issuing and acquiring Hard to see how $FI stock can be defended against this all. Couple of negative $FI mentions by sell-side after $FIS / $GPN news - "facing bigger competition in issuing and acquiring" per Wells TMT specialist Rocha for example. Not a sector I know that well but makes sense to me. which may cause another hiding place to lose its status. Couple of negative $FI mentions by sell-side after $FIS / $GPN news -"  
[X Link](https://x.com/MuppetTrading/status/1912893035743944747)  2025-04-17T15:36Z [----] followers, [----] engagements


"As a newly converted Cursor kiddo (who has embarrassingly used very little himself) - we want the best of breed. And integrating everything best of breed has never been easier than now. And that's my $MDB long thesis"  
[X Link](https://x.com/MuppetTrading/status/1947796434738156026)  2025-07-22T23:10Z [----] 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/anyuser/status/1943673705265037467)  2025-07-11T14:08Z [----] followers, [----] engagements


"I keep trying to understand why otherwise great analyst Jackson Ader uses "pull-forward" as an excuse of not becoming more negative on $NOW off his own fugly FED data. Pull-forward is pull-forward dude it means after that pipelines will be drained"  
[X Link](https://x.com/MuppetTrading/status/1943725456269738027)  2025-07-11T17:33Z [----] followers, [---] engagements


"And his fugly $NOW data is confirmed by the buy-side as well per himself. Denial phase"  
[X Link](https://x.com/MuppetTrading/status/1943731689399652623)  2025-07-11T17:58Z [----] followers, [---] engagements


"Made my account public again so here's the $MDB pitch again. Gained even more conviction over the weekend after thinking more about it. 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. 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"  
[X Link](https://x.com/MuppetTrading/status/1944752493658804667)  2025-07-14T13:35Z [----] followers, [----] engagements


"What the actual fuck is RAV endpoint security"  
[X Link](https://x.com/MuppetTrading/status/1947308540806222297)  2025-07-21T14:51Z [----] followers, [---] engagements


"At least 3p data seems to agree with the $MDB long thesis. strong Atlas adds driving revenue acceleration. 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. 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"  
[X Link](https://x.com/anyuser/status/1947772581550920186)  2025-07-22T21:35Z [----] followers, [----] engagements


"I got my cfo. With a team coming along"  
[X Link](https://x.com/anyuser/status/1947784682369683717)  2025-07-22T22:23Z [----] followers, [---] engagements


"I have forgiven $MDB for overpromising on vector database. And about quickly ramping invoices. Never moved prod to Atlas myself but I can see how non-cheapskates prefer cloud. And kiddos have a lotta spending money these days. Oh and ramping invoices is good business I hear"  
[X Link](https://x.com/anyuser/status/1947797271137161231)  2025-07-22T23:13Z [----] followers, [---] engagements


"And if everything works out I'll probably use Atlas for burst capacity"  
[X Link](https://x.com/anyuser/status/1947797637899685950)  2025-07-22T23:15Z [----] followers, [---] engagements


"Cleveland $MDB note confirming my Cursor thesis. "Cloud end market feedback appeared to take a step up in recent months partially tied to net new app development accelerating due to usage of AI tools. Feedback suggests developer productivity has improved considerably due to tools such as with subsequent uptick in new apps being created." Another nice quote from the juice note: "We are positive on MDB & NoSQL for building gen-AI apps. Building a gen-AI app for an insurance company using MDB as the underlying database. LLMs love JSON." http://Cursor.AI Long $MDB vs ss vertical software like"  
[X Link](https://x.com/anyuser/status/1948340235101716616)  2025-07-24T11:11Z [----] followers, [----] engagements


"Now we've got 3p data via m-science channel checks via cleveland and my own view all supporting $MDB long off Cursor etc AI tools taking off. What else do you need"  
[X Link](https://x.com/anyuser/status/1948382159707812083)  2025-07-24T13:58Z [----] followers, [---] engagements


"y I get it $MDB as an infra software name not as exciting as $PLTR etc for the momo crowd. but perhaps it should be What else you got to play on AI coding tools taking off"  
[X Link](https://x.com/anyuser/status/1948382571189903703)  2025-07-24T13:59Z [----] followers, [---] engagements


"RT @JKeynesAlpha: $MDB 🔥MongoDB: The Agentic + AI Data & Memory Layer Powering the AI Revolution 🔥 Ive been working tirelessly to build t"  
[X Link](https://x.com/MuppetTrading/status/1949185187574624280)  2025-07-26T19:08Z [----] followers, [--] engagements


"Cannot remember the last e-mail from Dan Stratemeier w/o mention of South Beach"  
[X Link](https://x.com/anyuser/status/1958191672170299824)  2025-08-20T15:37Z [----] followers, [---] engagements


"JP Morgan's Tusa in the weekly EE/MI note sounds a bit cautious on HVAC names. $TT $JCI $LII $WCC on watch"  
[X Link](https://x.com/anyuser/status/1959983713715945611)  2025-08-25T14:18Z [----] followers, [---] engagements


"$WEC looks like a play on $ORCL as they seem to be powering Vantage Data Centers for them. recent article from Bloomberg for color https://www.bloomberg.com/news/articles/2025-09-04/banks-ready-38-billion-of-debt-for-data-centers-tied-to-oracle https://www.bloomberg.com/news/articles/2025-09-04/banks-ready-38-billion-of-debt-for-data-centers-tied-to-oracle"  
[X Link](https://x.com/anyuser/status/1965779994317398296)  2025-09-10T14:10Z [----] followers, [---] engagements


"$EXPE $BKNG early weakness today on UBS Karl Kierstead OpenAI DevDay preview mentioning possibility of travel booking agent coming"  
[X Link](https://x.com/anyuser/status/1973765635730821197)  2025-10-02T15:02Z [----] followers, [----] engagements


"my [--] cents: travel seems to be a big focus for OpenAI. and this is an area where they could be truly disruptive if they are able to integrate all the different sources for inventory and bypass OTAs completely. $EXPE $BKNG have the potential to be the next AI roadkills"  
[X Link](https://x.com/anyuser/status/1973796438800019969)  2025-10-02T17:05Z [----] 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/anyuser/status/1975940302092280193)  2025-10-08T15:04Z [----] followers, 10.9K engagements


"Isn't $APPF directly negatively impacted by Trump going after institutional home buying These are clients"  
[X Link](https://x.com/anyuser/status/2008971182566199598)  2026-01-07T18:37Z [----] 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


"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/anyuser/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


"I mean. if this is industry-wide issue it would be very unlike - $GE not to be hurt. even tho they have executed better under Larry Culp seems unlikely they can escape unscathed when everyone else is suffering"  
[X Link](https://x.com/MuppetTrading/status/1684580880272990208)  2023-07-27T15:05Z [----] 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


"JPM out with "model update" on $PANW quietly lowering margin estimates. I am guessing CFO making calls around the street to get sell-side to "adjust" their estimates. not good for what's supposed to be a FCF story"  
[X Link](https://x.com/MuppetTrading/status/1118575854995542016)  2019-04-17T18:04Z [----] followers, [--] engagements


"Auto parts retailers $ORLY $AZO $AAP on watch for breaking down. not only are these extremely crowded longs as seen from $GPC auto parts miss this morning things are not as great as hoped. Also Wells Fargo out with a note today cautioning ahead of $ORLY results next week"  
[X Link](https://x.com/MuppetTrading/status/1118881078297624577)  2019-04-18T14:16Z [----] followers, [--] engagements


"File this under "nothing to do for now but interesting" category - Wells Fargo comments make it sound like new funding to private tower co's will have deflationary impact on the sector. $AMT $CCI $SBAC"  
[X Link](https://x.com/MuppetTrading/status/1131202878130085889)  2019-05-22T14:19Z [----] followers, [--] engagements


"Ok this is getting funny. first $BYND now the spin of $K as "having its own fake meat". meanwhile the actual meat companies $TSN $SAFM $PPC are about to see a major tailwind of some [---] billion Chinese needing protein. and noone seems to care"  
[X Link](https://x.com/MuppetTrading/status/1146416636695666690)  2019-07-03T13:53Z [----] followers, [--] engagements


"For color to guys chasing $TTD - $RAMP is partnered with Dataxu which is another partner for $AMZN . Old press release for color. Hard to say what is the immediate impact for $RAMP but walled gardens opening up should benefit $RAMP as well https://www.globenewswire.com/news-release/2018/11/29/1659017/0/en/dataxu-first-to-leverage-LiveRamp-IdentityLink-in-the-bidstream.html https://www.globenewswire.com/news-release/2018/11/29/1659017/0/en/dataxu-first-to-leverage-LiveRamp-IdentityLink-in-the-bidstream.html"  
[X Link](https://x.com/MuppetTrading/status/1155837762609848321)  2019-07-29T13:49Z [----] followers, [--] engagements


"@given2tweet I think $VMW is doing great job explaining their vision for $CBLK at the VMWorld Financial Analyst call. Pat and Patrick are going to be awesome team"  
[X Link](https://x.com/MuppetTrading/status/1166773379682246657)  2019-08-28T18:03Z [----] followers, [--] engagements


"Goldman comments on $NVDA look good to me - positive comments on inventory and 3Q demand from Gigabyte and MSI meetings. These companies should have a great understanding of what's going on in sector. I like the setup for $NVDA long here expect $MU to talk up datacenter too"  
[X Link](https://x.com/MuppetTrading/status/1176861782859755520)  2019-09-25T14:11Z [----] followers, [--] engagements


"Just dope it $NKE"  
[X Link](https://x.com/MuppetTrading/status/1179080441925640192)  2019-10-01T17:07Z [----] followers, [--] engagements


"Longbow sees 50-75c of incremental EPS for $ARW"  
[X Link](https://x.com/MuppetTrading/status/1180128091089321985)  2019-10-04T14:30Z [----] followers, [--] engagements


"Another positive $ALGN note out today this time from Piper. Analysis of Google trends suggesting upside in the qtr. I think $ALGN keeps going higher as it looks like a strong bounceback qtr"  
[X Link](https://x.com/MuppetTrading/status/1181567067914477570)  2019-10-08T13:48Z [----] followers, [--] engagements


"As the (discount) retail love fest continues friendly reminder: this year has [--] days between Thanksgiving and Xmas making it shorter holiday season. Last time it happened [----]. Here's Goldman from yesterday with charts how that impacted comps back then. $DG $DLTR $TGT $WMT"  
[X Link](https://x.com/MuppetTrading/status/1186707636789620737)  2019-10-22T18:15Z [----] followers, [--] engagements


"Morgan Stanley analysis of Amazon Logistics and the implications to $UPS and $FDX should scare the crap out of their shareholders"  
[X Link](https://x.com/MuppetTrading/status/1205140174570737664)  2019-12-12T14:59Z [----] followers, [--] engagements


"Deutsche Bank's tracking data showing meaningful slowdown in $ISRG US procedure growth for Q4"  
[X Link](https://x.com/MuppetTrading/status/1214558816647254016)  2020-01-07T14:46Z [----] followers, [--] engagements


"Hospitals like $HCA $THC been really strong lately probably on strong Flu season. but Deutsche Bank's hospital tracker should cause caution and downward move in these names"  
[X Link](https://x.com/MuppetTrading/status/1214560617161355266)  2020-01-07T14:53Z [----] followers, [--] engagements


"I think $CHTR is a sneaky short here on Morgan Stanley downgrade. don't think market realizes that after good [----] $CHTR FCF is going to flatline"  
[X Link](https://x.com/MuppetTrading/status/1217821296287002624)  2020-01-16T14:49Z [----] followers, [--] engagements


"Needham hosted a call with $CDW one of the largest VARs in the world. takeaway sounds like a negative surprise for $RNG to me - after the initial boost WFH there is softening in growth expectations"  
[X Link](https://x.com/MuppetTrading/status/1252960215588274176)  2020-04-22T13:59Z [----] followers, [--] engagements


"$DOMO is a weird situation. I believe the Domo software platform is incredibly good and has potential in so many use cases. but somehow this hasn't translated into revenues making $DOMO stock so frustrating over the past years especially compared to most SaaS names"  
[X Link](https://x.com/MuppetTrading/status/1268905146110693378)  2020-06-05T13:58Z [----] followers, [--] engagements


"BMO Capital has an interesting note out on retail traffic to stores using data from - what caught my eye is the chart showing $UAA traffic actually recovering more than $LULU and $NKE. I'd call that a big positive surprise vs mkt expectations. http://Placer.ai http://Placer.ai"  
[X Link](https://x.com/MuppetTrading/status/1273247977549725697)  2020-06-17T13:35Z [----] followers, [--] engagements


"Goldman had their quarterly VAR survey out this morning. one thing that caught my eye was $OKTA scoring pretty weak in the survey. In the note it was pretty much just a one-liner on page [--] of the note so I am guessing no-one really saw it because who on earth reads page 20"  
[X Link](https://x.com/MuppetTrading/status/1283447032892526593)  2020-07-15T17:03Z [----] followers, [--] engagements


"I like BTIG's Gray Powell's commentary on security software sentiment. and based on today's note things have reached another level. While usually sell-side is the one to say "n-t numbers don't matter buy the dip" looks like now buy-side is saying that at least re $OKTA"  
[X Link](https://x.com/MuppetTrading/status/1285574749301755906)  2020-07-21T13:57Z [----] followers, [--] engagements


"I think reasonable likelyhood $ABC gets similar deal like $MCK to distribute vaccines. they have the capabilities to handle cold storage and gvt has been signing contracts left and right anyway. No gamechanger of course but should be good for like 3-5% pop when announced"  
[X Link](https://x.com/MuppetTrading/status/1295366119176450049)  2020-08-17T14:25Z [----] followers, [--] engagements


"Everyone knows Huawei's been stockpiling memory lately. but now Citi's Peter Lee put out numbers behind it and they are massive - 4b GB of DRAM. But important part is that Oppo And Xiaomi are also buying. with all the action excess memory should be cleared from channel. $MU"  
[X Link](https://x.com/MuppetTrading/status/1304420553424621569)  2020-09-11T14:04Z [----] followers, [--] engagements


"$BYND news was already disclosed on last earnings call in August fwiw. but I guess who cares stock can pop so many times on the same stuff. https://seekingalpha.com/article/4364424-beyond-meat-inc-bynd-ceo-ethan-brown-on-q2-2020-results-earnings-call-transcriptpart=single https://seekingalpha.com/article/4364424-beyond-meat-inc-bynd-ceo-ethan-brown-on-q2-2020-results-earnings-call-transcriptpart=single"  
[X Link](https://x.com/MuppetTrading/status/1310937032231919621)  2020-09-29T13:38Z [----] followers, [--] engagements


"Citi desk surveys on outstanding questions in tech are intg. Some responses to recently relevant ones: 1) Universal hate for $INTC (as I confessed to certain banana-enthusiast I actually prefer the out-of-consensus view on that one for now) 2) Love for AMD-XLNX (agree on that)"  
[X Link](https://x.com/MuppetTrading/status/1315781582414909442)  2020-10-12T22:29Z [----] followers, [--] engagements


"Fatima Boolani from UBS out with a note after hosting an expert call re $SWI Sunburst hack. takeaways below. Importantly "immediate focus likely involves combing reams of log data to identify anomalous activity and signs of persistence" $SPLK is THE PLAY on log analytics"  
[X Link](https://x.com/MuppetTrading/status/1341758800022396929)  2020-12-23T14:53Z [----] followers, [--] engagements


"Susquehanna out with what I consider a huge call - saying that checks indicate NAND pricing as already started improving. - my [--] c: This is huge positive for $WDC. Market had been expecting NAND to bottom maybe in the middle of [----] and start improving in 2H of the year"  
[X Link](https://x.com/MuppetTrading/status/1352627337653846016)  2021-01-22T14:41Z [----] followers, [--] engagements


"1/2 UBS re $IBM compensation plan. "Specifically IBM increased the weighting of "total IBM Revenue" to 50% from 20%. Moreover IBM eliminated "Operating Net Income" from its AIP metrics while increasing the weighting of "Operating Cash Flow" to 50% from 40%. ""  
[X Link](https://x.com/MuppetTrading/status/1369312200117137425)  2021-03-09T15:40Z [----] followers, [--] engagements


"Morgan Stanley upgrading Steel sector on China cracking down emissions. very important development imho and all of steels should continue to rally. Remember infrastructure spending is also coming. $X $STLD $NUE $CLF etc all to benefit"  
[X Link](https://x.com/MuppetTrading/status/1370391205004115968)  2021-03-12T15:08Z [----] followers, [--] engagements


"Are Goldman analyst trying to be as useless as possible $CB $HIG potential M&A probably biggest news in sector in years. and Goldman finally bothers to comment [--] hours later Friday after hours. Not even deep analysis just general onepager. Ridiculous"  
[X Link](https://x.com/MuppetTrading/status/1373034220319301632)  2021-03-19T22:10Z [----] followers, [--] engagements


"Fintech multiples are in direct correlation with ability to convince the market in lack of credit risk"  
[X Link](https://x.com/MuppetTrading/status/1428058643090579464)  2021-08-18T18:18Z [----] followers, [--] engagements


"UBS has a good note out on Vietnam reopening. combined with $MRK anti-viral news I think the worst is over for $NKE supply chain and can safely buy it for strong x-mas"  
[X Link](https://x.com/MuppetTrading/status/1443936721230565378)  2021-10-01T13:51Z [----] followers, [--] engagements


"OK who will buy $INTC foundry fabs in [----] for 30c on a dollar $GFS maybe"  
[X Link](https://x.com/MuppetTrading/status/1451516032313659393)  2021-10-22T11:49Z [----] followers, [--] engagements


"$FFIV continues to be ridiculously underappreciated story. #nginx is more widely used than any other web server including $NET - yet $FFIV trades at 18x eps vs some 50x revenues for $NET. I know $NET is much more than just web server. But so is $FFIV. For color Piper Oct 6"  
[X Link](https://x.com/MuppetTrading/status/1453378544231456774)  2021-10-27T15:10Z [----] followers, [--] engagements


"Important datapoint on $ULTA from Deutsche - foot traffic to beauty stores accelerating in November. Also hearing positive channel checks from a specialty boutique on both $ULTA comps and margins. I would expect the stock to break out to new highs on these datapoints"  
[X Link](https://x.com/MuppetTrading/status/1461716487262162946)  2021-11-19T15:22Z [----] followers, [--] engagements


"I agree with Mizuho's Jordan Klein's pitch of $SWKS $QRVO. those names are way too washed out + smartphone datapoints improving. Klein was ahead of the street with strong $MU pitch last week so think people should listen. Better to be ahead of the crowds"  
[X Link](https://x.com/MuppetTrading/status/1463155977423925270)  2021-11-23T14:42Z [----] followers, [--] engagements


"Note that China Smartphone data was out this morning and looks good - sell-side notes on that starting to come in. Here's Wells Fargo for example saying positive read for $SWKS $QRVO $QCOM I agree with Mizuho's Jordan Klein's pitch of $SWKS $QRVO. those names are way too washed out + smartphone datapoints improving. Klein was ahead of the street with strong $MU pitch last week so think people should listen. Better to be ahead of the crowds. https://t.co/eFMOrS7c3O I agree with Mizuho's Jordan Klein's pitch of $SWKS $QRVO. those names are way too washed out + smartphone datapoints improving."  
[X Link](https://x.com/MuppetTrading/status/1463187342294978565)  2021-11-23T16:47Z [----] followers, [--] engagements


"Can we short Big Food now Because $LLY acts as if it is going to completely eradicate obesity. Or maybe just maybe $LLY stock is way ahead of itself"  
[X Link](https://x.com/MuppetTrading/status/1512483763871227909)  2022-04-08T17:33Z [----] followers, [--] engagements


"$URI 1/ looks like such a clear short weird how this isn't talked more here. all their tailwinds are turning into headwinds - lack of machinery forcing more rental usage about to end. both resi and non-resi construction slowing"  
[X Link](https://x.com/MuppetTrading/status/1521859435626442753)  2022-05-04T14:28Z [----] followers, [--] engagements


"So based on channel checks from midwest boutique sounds like new $NTNX salesperson Hock Tan is already having a positive impact. even before the $VMW deal closure"  
[X Link](https://x.com/MuppetTrading/status/1547595812544294915)  2022-07-14T14:56Z [----] followers, [--] engagements


"Based on channel commentary $ALGN estimates need more correction than average Englishmen teeth. #nasty"  
[X Link](https://x.com/MuppetTrading/status/1550506975976366084)  2022-07-22T15:44Z [----] followers, [--] engagements


"$ROP gotta be joking with the Frontline acquisition. they really think they can improve on something that has been owned by Bravo for [--] years Imho they are buying something that really has zero synergies with the overall co. What do industrial guys know about educational mkts"  
[X Link](https://x.com/MuppetTrading/status/1564641898685415424)  2022-08-30T15:51Z [----] followers, [--] engagements


"@DeepSailCapital $ROP. A mess of random unconnected software pieces they are overpaying to acquire"  
[X Link](https://x.com/MuppetTrading/status/1565349812429815808)  2022-09-01T14:44Z [----] followers, [--] engagements


"To be fair Pitzer is now cutting semi estimates. Except that he is doing it for only one name $INTC. Market: Sell-side please cut your semi estimates: John Pitzer: Fck off I quit https://t.co/Z26WV23Isw Market: Sell-side please cut your semi estimates: John Pitzer: Fck off I quit https://t.co/Z26WV23Isw"  
[X Link](https://x.com/MuppetTrading/status/1572189261608239111)  2022-09-20T11:41Z [----] followers, [--] engagements


"RW Baird basically calling Americans stupid in the $CMG note. Not sure if I disagree. https://www.youtube.com/watchv=7KAuCKMU7Io https://www.youtube.com/watchv=7KAuCKMU7Io"  
[X Link](https://x.com/MuppetTrading/status/1575814322458046464)  2022-09-30T11:46Z [----] followers, [--] engagements


"Are HMO's the next generals to get shot after MA Star ratings While $CVS $CNC getting hit the most I would argue that $UNH $ELV were slightly disappointing as well. Not a big impact to $UNH $ELV numbers but directionally still relevant for these hiding places imho"  
[X Link](https://x.com/MuppetTrading/status/1578399874583756800)  2022-10-07T15:00Z [----] followers, [--] engagements


"If $ALL blows up on auto insurance costs imagine what $KMPR will look like"  
[X Link](https://x.com/MuppetTrading/status/1583107263459270656)  2022-10-20T14:45Z [----] followers, [--] engagements


"$LNC going to be cut in half tomorrow right"  
[X Link](https://x.com/MuppetTrading/status/1587933772825395201)  2022-11-02T22:24Z [----] followers, [--] engagements


"While nothing is confirmed my suspicion is that root cause for that $DKNG 's and others' hacking issue lies at $GPN . has been the talk at Poker boards for a couple of days and GPN processes payments for lots of others as well. Again not confirmed. https://pokerfraudalert.com/forum/showthread.php24327-Fraudster-stole-up-to-10-000-each-from-poker-pros-likely-due-to-a-legalized-betting-payment-processor-breach-I-was-one-of-the-victims&p=1062222&viewfull=1#post1062222"  
[X Link](https://x.com/MuppetTrading/status/1594726346726735873)  2022-11-21T16:16Z [----] followers, [--] engagements


"Morgan Stanley's Asian semi team with some cautious comments on $ON:"  
[X Link](https://x.com/MuppetTrading/status/1595068989905969152)  2022-11-22T14:57Z [----] followers, [--] engagements


"If you're wondering about $UPS weakness - Citi note makes it sound like CFO is out there talking down numbers"  
[X Link](https://x.com/MuppetTrading/status/1600140933571391488)  2022-12-06T14:51Z [----] followers, [--] engagements


"$AVY Keybanc note reads horrible. seems like they had a really bad update at conference earlier today. stock likely to end the day down 10+% imho"  
[X Link](https://x.com/MuppetTrading/status/1600919676456173568)  2022-12-08T18:26Z [----] followers, [--] engagements


"$MTB starting to look like a total mess. they closed a big $PBCT deal earlier this year. had two guide downs in last two months. and now sudden CFO change Something ain't right there"  
[X Link](https://x.com/MuppetTrading/status/1603406695039995905)  2022-12-15T15:08Z [----] followers, [--] engagements


"I think market has not yet realized $IBM will have close to 10% cut to FCF from the omnibus bill missing the R&D provision. Should have decent downside to get that new development priced into the shares. $IBM tax man cometh UBS after omnibus bill missing R&D expensing provision. cc @WallStCynic https://t.co/JGPZWTzN94 $IBM tax man cometh UBS after omnibus bill missing R&D expensing provision. cc @WallStCynic https://t.co/JGPZWTzN94"  
[X Link](https://x.com/MuppetTrading/status/1605942239544451073)  2022-12-22T15:04Z [----] followers, [---] engagements


"Omnibus bill got signed by Senate. After House does it as well can officially start chopping $IBM FCF expectations. I get it no human being around ahead of holidays but $IBM should keep trading lower on this headwind. $IBM tax man cometh UBS after omnibus bill missing R&D expensing provision. cc @WallStCynic https://t.co/JGPZWTzN94 $IBM tax man cometh UBS after omnibus bill missing R&D expensing provision. cc @WallStCynic https://t.co/JGPZWTzN94"  
[X Link](https://x.com/MuppetTrading/status/1606302364163461120)  2022-12-23T14:55Z [----] followers, [---] engagements


"There has been lots of noise how reinsurance prices went up a lot on 1/1 this year. but somehow names that use reinsurance like $HIG $TRV $THG haven't really seen any weakness on that. perhaps I am missing something but these names look like shorts to me"  
[X Link](https://x.com/MuppetTrading/status/1611028217728761857)  2023-01-05T15:53Z [----] followers, [---] engagements


"I understand that's why reinsurers like $ACGL $RNR $RE have been strong and are at highs - they finally have better pricing. But shouldn't that mean real overhang from higher costs for $HIG $TRV $THG types"  
[X Link](https://x.com/MuppetTrading/status/1611029340845654016)  2023-01-05T15:58Z [----] followers, [---] engagements


"Maybe my little muppetbrain is unable to understand all the dynamics. but reports indicate reinsurance pricing went up like 35-45%. How cannot this be direct negative bottom line impact for $HIG $TRV $THG types that have to pay up to have reinsurance coverage"  
[X Link](https://x.com/MuppetTrading/status/1611033371664318466)  2023-01-05T16:14Z [----] followers, [---] engagements


"$PLMR seems to be most impacted by reinsurance pricing - and the stock has been absolutely murdered. $HIG $TRV $THG as larger and more diversified names should see less impact but directionally $PLMR should be good indicator for these stocks as well"  
[X Link](https://x.com/MuppetTrading/status/1611036153674702848)  2023-01-05T16:25Z [----] followers, [---] engagements


"First time in ages I hear improved checks on $AAP - has been laggard in the sector but sounds like they've improved their execution recently and are now also participating auto after-market strength. stock likely has a lot of room to the upside to catch up with $ORLY and $AZO"  
[X Link](https://x.com/MuppetTrading/status/1620804056016109568)  2023-02-01T15:19Z [----] followers, [---] engagements


"I like Mike Polark from Wolfe. not letting BS fly @ $INSP"  
[X Link](https://x.com/MuppetTrading/status/1623261044150788100)  2023-02-08T10:02Z [----] followers, [---] engagements


"$PGR is having adverse PYD again Two months in a row now That's not good"  
[X Link](https://x.com/MuppetTrading/status/1636005846327914497)  2023-03-15T14:06Z [----] followers, [---] engagements


"Merrill note after meeting with Otovo sounds quite bad for $ENPH $SEDG - Europe was supposed to be an area of strength for them. looks like no longer true"  
[X Link](https://x.com/MuppetTrading/status/1636365752034037766)  2023-03-16T13:56Z [----] followers, [----] engagements


"I would happily discuss $ENVX with Cohodes / Greg and the rest of the gang - but they all have blocked me now. Sad pikers wanting to live in their own echo chambers. Pathetic. And while I did get a lot of responses today non explained where the $ come from. So nobody is bothered about $ENVX 's new "partner" being $40m market cap company No zeros missing. YBS has $40 million market cap. Somehow they are supposed to finance a fab that costs like $200-$300m https://t.co/uWLPxQHErs So nobody is bothered about $ENVX 's new "partner" being $40m market cap company No zeros missing. YBS has $40"  
[X Link](https://x.com/MuppetTrading/status/1641190257046573057)  2023-03-29T21:27Z [----] followers, [----] engagements


"Despite the guidance re-affirmation $CIEN is sending a clear signal to all the network equipment buyers - no more need for double or triple ordering there's too much inventory around. So that is likely to hurt near-term orders for $CIEN itself but also for $ANET $CSCO and $JNPR"  
[X Link](https://x.com/MuppetTrading/status/1643986053102206976)  2023-04-06T14:36Z [----] followers, [----] engagements


"Y0 @CHRobinson where the new CEO About time don't ya think"  
[X Link](https://x.com/MuppetTrading/status/1658146229371523072)  2023-05-15T16:24Z [----] followers, [----] engagements


"@HedgeyeRetail How do you feel about $NKE reopening distribution to the chains they previously cut off"  
[X Link](https://x.com/MuppetTrading/status/1658481052690808834)  2023-05-16T14:34Z [----] followers, [--] engagements


"@VetTechTrader Somehow every single sell-sider will issue a $NOW note tomorrow telling that the updated outlook exceeded their expectations. Just some of them were not sure what their expectation was"  
[X Link](https://x.com/MuppetTrading/status/1658559207531073550)  2023-05-16T19:45Z [----] followers, [--] engagements


"Cmon you $CHRW guys @CHRobinson - if you cannot find a CEO just let the world know you are replacing those just fired [---] eployees with AI that's a buzzword I have heard"  
[X Link](https://x.com/MuppetTrading/status/1658891975787986945)  2023-05-17T17:47Z [----] followers, [---] engagements


"1/ Ok so twitter trolling aside $CHRW is a pretty funky situation. Company has been underperforming for decades due to being stale and unwilling to adjust. Y0 @CHRobinson where the new CEO About time don't ya think Y0 @CHRobinson where the new CEO About time don't ya think"  
[X Link](https://x.com/MuppetTrading/status/1658896140585058304)  2023-05-17T18:03Z [----] followers, [---] engagements


"3/ What makes it even more curious there are at least [--] obvious candidates. a) former UPS COO Jim Barber who is also recent addition to CHRW board b) CTO/COO Arun Rajan who seems to be a savvy tech guy and could transform the co to be more tech-driven"  
[X Link](https://x.com/MuppetTrading/status/1658896144754434048)  2023-05-17T18:03Z [----] followers, [--] engagements


"4/ I think market would cheer to both of these guys getting the CEO title. Or would cheer to some external hire with solid background. A la like $XPO stock did to hires from $ODFL"  
[X Link](https://x.com/MuppetTrading/status/1658896146301952008)  2023-05-17T18:03Z [----] followers, [---] engagements


"5/ So. FOR FUCKS SAKE $CHRW @CHRobinson JUST NAME THE NEW CEO ALREADY GODDAMMIT"  
[X Link](https://x.com/MuppetTrading/status/1658896147895791616)  2023-05-17T18:03Z [----] followers, [---] engagements


"1) Major kudos for having Jokic on the picture 2) Sign me up for ESPN streaming ASAP 3) This makes it sounds like Disney is much closer to getting it done than market thinks. really surprised $DIS not having a much bigger move off that"  
[X Link](https://x.com/MuppetTrading/status/1659248533428371474)  2023-05-18T17:24Z [----] followers, [--] engagements


"This morning $AVGO disclosed in 8-k filing that they are still allowed to name the fruit company by its name"  
[X Link](https://x.com/MuppetTrading/status/1661020932352385026)  2023-05-23T14:47Z [----] followers, [--] engagements


"I am wondering if $NVAX might actually have a chance in China with the latest Covid-19 wave. to me it has looked like for whatever reason China has decided to avoid Western mRNA-based vaccines so $MRNA / $BNTX are out (except ex-pats). but might there be an opening for NVAX"  
[X Link](https://x.com/MuppetTrading/status/1661411694411644935)  2023-05-24T16:39Z [----] followers, [--] engagements


"Hey after $MRVL conf call we can apply $ANET 's multiple on $FN too right"  
[X Link](https://x.com/anyuser/status/1662101826093604866)  2023-05-26T14:22Z [--] followers, [--] engagements


"Predicting a spike in Google searches for "slurry" as investors trying to undestand what $ENTG does"  
[X Link](https://x.com/MuppetTrading/status/1662195136837681152)  2023-05-26T20:32Z [----] followers, [----] engagements


"@HedgeyeRetail Congrats to $NKE for winning back Macy's right :)"  
[X Link](https://x.com/MuppetTrading/status/1664334625588510720)  2023-06-01T18:14Z [----] followers, [--] engagements


""We are often asked if TSLA can be considered cheap based solely on the strength of the automotive business." Piper $TSLA note. good idea start with a joke it is II voting season after all"  
[X Link](https://x.com/MuppetTrading/status/1665813919305179136)  2023-06-05T20:12Z [----] followers, [--] engagements


"Mkt at the stage where sell-side run a survey and then choose to ignore the results because they are less positive than the expectation. I like Lloyd Walmsley but seriously dude why bother with survey if you ignore the takeaways Reads neg for $META even if Lloyd ignores it"  
[X Link](https://x.com/MuppetTrading/status/1667191411689570305)  2023-06-09T15:26Z [----] followers, [----] engagements


"If any of my followers talk to Lloyd Walmsley and/or UBS sales. please ask a simple question on my behalf. "Who on earth do you bother to run this ad buyers survey if you are not going to incorporate the results into your views on $META $PINS $SNAP stocks""  
[X Link](https://x.com/MuppetTrading/status/1667202053142093825)  2023-06-09T16:08Z [----] followers, [---] engagements


"Apparently corn etc seeing prices pop on US drought - wondering if that could help $TSN break out of its slump. Y sounds counter-intuitive but $TSN has lots of feed costs hedged which have hurt earnings recently. and feed costs can force price increases in chicken & beef"  
[X Link](https://x.com/MuppetTrading/status/1671554696459304960)  2023-06-21T16:28Z [----] followers, [----] engagements


"Said differently this increase in feed costs should cause chicken & beef prices to rise too. which will end up helping $TSN as better pricing higher costs (and $TSN has feed cost hedges in place anyway) Should help $TSN to rally from current valuation at around book value"  
[X Link](https://x.com/MuppetTrading/status/1671562527430397953)  2023-06-21T17:08Z [----] followers, [---] engagements


"Surprised $KR not weaker on $AMZN - #ocado stories. as a reminder $KR is using Ocado in their warehouses so any deal (IF true) could cause serious disruption"  
[X Link](https://x.com/MuppetTrading/status/1671882773722980352)  2023-06-22T14:13Z [----] followers, [---] engagements


"Perhaps the $KR - Ocado announcement in [----] too long time ago so that the market simply doesn't remember it anymore"  
[X Link](https://x.com/MuppetTrading/status/1671884400332767232)  2023-06-22T14:21Z [----] followers, [---] engagements


"Drought in US farm lands not the only weather issue also - plenty of worries about El Nino this year as well potentially causing supply issues & raising food prices. I think the odds of $TSN seeing much faster recovery from cyclical lows have greatly improved. Apparently corn etc seeing prices pop on US drought - wondering if that could help $TSN break out of its slump. Y sounds counter-intuitive but $TSN has lots of feed costs hedged which have hurt earnings recently. and feed costs can force price increases in chicken & beef. Apparently corn etc seeing prices pop on US drought - wondering"  
[X Link](https://x.com/MuppetTrading/status/1671890863222562817)  2023-06-22T14:40Z [----] followers, [---] engagements


"Blame it on the pickleball"  
[X Link](https://x.com/MuppetTrading/status/1673269673033383936)  2023-06-27T19:32Z [----] followers, 145.6K engagements


"@buysidebio As part of strategic review $CTLT should really consider changing their name to Cataclysm"  
[X Link](https://x.com/MuppetTrading/status/1673769420441657347)  2023-06-27T19:05Z [----] followers, [---] engagements


"Still waiting for sell-side to start publishing reports how Big Food is totally fucked due to $LLY / $NVO / other GLP's to come. maybe after $GIS we'll start seeing more on that"  
[X Link](https://x.com/MuppetTrading/status/1674024980802150400)  2023-06-28T12:00Z [----] followers, [----] engagements


"$CRM - Price Increase a Positive: Material Justified Likely to Succeed - JP Morgan Maybe this note finally makes the stock break out Would had expected the stock to be up 5% at minimum on these price hikes"  
[X Link](https://x.com/MuppetTrading/status/1678816952632897549)  2023-07-11T17:35Z [----] followers, [---] engagements


"Remember that BofA $MELI downgrade earlier this week on Brazil tax changes Seems like they had it totally wrong. today BTIG saying it is neutral-to-positive for $MELI as the rules are made to stop Asian e-com names from abusing loopholes"  
[X Link](https://x.com/MuppetTrading/status/1679524413757071361)  2023-07-13T16:13Z [----] followers, [---] engagements


"@tradingpiker $ENTG intg fundamentally too"  
[X Link](https://x.com/MuppetTrading/status/1681057002061983745)  2023-07-17T21:43Z [----] followers, [--] engagements


"Piper out with a breaking note on $SCHW discussing *$500B* cost savings"  
[X Link](https://x.com/MuppetTrading/status/1681393407518703633)  2023-07-18T20:00Z [----] followers, [---] engagements


"Maybe $CROX eventually figures out the right plans and channels for HEYDUDE. maybe not. will see. But seems increasingly clear that the next numbers are likely to be messy / negative catalyst for the stock. Mitch Kummetz from Seaport with a reasonable preview"  
[X Link](https://x.com/MuppetTrading/status/1682042564273401857)  2023-07-20T14:59Z [----] followers, [--] engagements


"I get it there are plenty of people who have faith in $CROX eventually figuring it out. but for now sounds like they have been benefiting from selling HEYDUDE into new accounts helping revs via sell-in. but the end demand hasn't been enough causing inventory buildups"  
[X Link](https://x.com/MuppetTrading/status/1682045020679950336)  2023-07-20T15:09Z [----] followers, [--] engagements


"Life Liberty and the pursuit of WaysToBlowUpArbs $LSXMK / $SIRI"  
[X Link](https://x.com/MuppetTrading/status/1682102581064089600)  2023-07-20T18:58Z [----] followers, [---] engagements


"$TWLO probably should have negative readthrough from Sinch results. which is trading down 15% in Europe. I'd think the comments about 2FA headwinds directly apply to $TWLO as well. via Barclays:"  
[X Link](https://x.com/MuppetTrading/status/1682383729983991811)  2023-07-21T13:35Z [----] followers, [----] engagements


"Importantly moving away from SMS as 2FA method is likely to be permanent overhang for $TWLO. once the companies move away from that to alternative ways they aren't going to return"  
[X Link](https://x.com/MuppetTrading/status/1682395126369337344)  2023-07-22T05:03Z [----] followers, [---] engagements


"If you are wondering how much read-through to $TWLO Sinch provides - here is a flashback to April [--] when Sinch crapped the bed the last time. Was indeed a correct read as $TWLO also shat the bed when they reported two weeks later"  
[X Link](https://x.com/MuppetTrading/status/1682434386585591815)  2023-07-22T05:03Z [----] followers, [---] engagements


"Then again maybe we can simply ignore direct competitor talking about "challenging environment" and "pressure on volumes and pricing" and then be surprised when $TWLO sees the same issues when they report. sounds like a plan"  
[X Link](https://x.com/MuppetTrading/status/1682439256831041540)  2023-07-22T05:03Z [----] followers, [---] engagements


"@RobEducated Yea I think after $TWLO eps all the sell-siders claim they saw it coming. despite Ryan MacWilliams from Barclays being the only one to actually pick up that datapoint and publish on it :)"  
[X Link](https://x.com/MuppetTrading/status/1682441179042836491)  2023-07-22T05:03Z [----] followers, [---] engagements


"@CoorsLightCEO Sinch numbers for Q were not the culprit for stock tanking like that. it was the commentary about ongoing trends / outlook for further weakness to keep coming. So this chart is slighly misleading. (But again kudos to Barclays guy for actually bothering to pay attention)"  
[X Link](https://x.com/MuppetTrading/status/1682468281863602177)  2023-07-22T05:02Z [----] followers, [---] engagements


"@CoorsLightCEO Also note that as $TWLO made bullish commentary at JPM conf in the qtr the actual expectations are much higher than their "official" guide"  
[X Link](https://x.com/MuppetTrading/status/1682468661724864512)  2023-07-22T05:02Z [----] followers, [---] engagements


"I cannot stop thinking about these two paragraphs in TJ Rodgers letter that $ENVX published. Basically this is admission that ENVX manufacturing does not work. and confirmation that $ENVX PR about "general availability" of their cell was a blatant lie"  
[X Link](https://x.com/MuppetTrading/status/1684236009729404930)  2023-07-26T16:15Z [----] followers, [----] engagements


"I mean sure EPS season takes a toll on all of us. but seriously Gus $ENPH and $ENVX aren't the same companies"  
[X Link](https://x.com/MuppetTrading/status/1684895061522165760)  2023-07-28T11:54Z [----] followers, [----] engagements


"@_fabknowledge_ $MPWR mgmt pretty much confirms the 2nd source is Renesas just like some checks had indicated. absolutely no idea what $VICR is hoping for. Via Wolfe's Caso:"  
[X Link](https://x.com/MuppetTrading/status/1686456458844520448)  2023-08-01T19:18Z [----] followers, [----] engagements


"@adamfeuerstein @JonathanWosen NEJM editorial sounds pretty damning doesn't it Free ibuprofen for everyone Sounds like mkt should really reduce the expectations for $VRTX VX-548 on that"  
[X Link](https://x.com/MuppetTrading/status/1687121949518917632)  2023-08-03T15:23Z [----] followers, [----] engagements


"Weird that not more talk about $VRTX on this. VX-548 key pipeline drug with hopes for $2b peak sales - yet if you read NEJM editorial it sounds like the drug is meh at best. Key read-out later this year might be actually irrelevant now as the clinical utility is questioned. @adamfeuerstein @JonathanWosen NEJM editorial sounds pretty damning doesn't it Free ibuprofen for everyone Sounds like mkt should really reduce the expectations for $VRTX VX-548 on that. @adamfeuerstein @JonathanWosen NEJM editorial sounds pretty damning doesn't it Free ibuprofen for everyone Sounds like mkt should really"  
[X Link](https://x.com/MuppetTrading/status/1687161423837741085)  2023-08-03T18:00Z [----] followers, [---] engagements


"$VRTX mgmt has been bullish on the drug; most of sell-side counts on it succeeding; Cramer has been humping VRTX on that drug. yet - it sounds like the drug is at best me-too. Even if it happens to hit stat significance peak sales ests would need to come down"  
[X Link](https://x.com/MuppetTrading/status/1687162137351766023)  2023-08-03T18:02Z [----] followers, [---] engagements


"The few sell-side comments on $VRTX off the NEJM were also hilarious. "the drug apparently does something" - well duh that is NOT the question. The question is if it is indeed complete meh as per NEJM what does that mean to your peak sale estimates"  
[X Link](https://x.com/MuppetTrading/status/1687185882015494144)  2023-08-04T01:33Z [----] followers, [---] engagements


"Hey @dkbilson - any thoughts on the Goldman $AAP note yesterday This kind of notes generally get written on inbound requests no Altho usually by Bernstein or someone like that"  
[X Link](https://x.com/MuppetTrading/status/1687467347903168513)  2023-08-04T14:15Z [----] followers, [----] engagements


"Perhaps it is just me but seems odd that right in the middle of peak earnings season Goldman out of the blue comes out with $AAP "hypothetical" LBO analysis"  
[X Link](https://x.com/MuppetTrading/status/1687469757744750593)  2023-08-04T14:25Z [----] followers, [---] engagements


"fwiw my guess is that it's some fixer-upper doing work on $AAP and this Goldman piece is just used as one part of the equation. kinda like $DLTR $FDX or the rails played out. so this Kate McShane piece is used just to show there is a margin of error when playing"  
[X Link](https://x.com/MuppetTrading/status/1687491875924512768)  2023-08-04T15:53Z [----] followers, [---] engagements


"Typical playbook. CEO is retiring by the end of year leaving a mess behind. get involved force hiring some hand-picked outsider preferrably from $AZO or $ORLY give him/her all the support to get things fixed"  
[X Link](https://x.com/MuppetTrading/status/1687493964054618112)  2023-08-04T16:01Z [----] followers, [---] engagements


"As a sharp cookie pointed out to me $AAP mgmt compensation package is so severely underwater that even an LBO would not save that. Which to me confirms my opinion that it is some fixer-upper that is looking at it. then at least got a chance. and LBO would be plan b or c"  
[X Link](https://x.com/MuppetTrading/status/1687517876457000972)  2023-08-04T17:36Z [----] followers, [---] engagements


"Timely note from Morgan Stanley published right in time for $NVO SELECT trial results. So we're going to start worrying about Big Food now Still waiting for sell-side to start publishing reports how Big Food is totally fucked due to $LLY / $NVO / other GLP's to come. maybe after $GIS we'll start seeing more on that. Still waiting for sell-side to start publishing reports how Big Food is totally fucked due to $LLY / $NVO / other GLP's to come. maybe after $GIS we'll start seeing more on that"  
[X Link](https://x.com/MuppetTrading/status/1688863690638901248)  2023-08-08T10:44Z [----] followers, [----] engagements


"So who is going to benefit from building out all the capacity for production of $NVO / $LLY GLP-1's One of the plays seems to be $WAT who talked about winning GLP-1 biz at one of them. via msco desk:"  
[X Link](https://x.com/MuppetTrading/status/1688910624217243650)  2023-08-08T13:50Z [----] followers, [----] engagements


"Very important bit from $WAT latest conf call - that one of the "largest GLP-1 manufacturers" (either $NVO or $LLY) is standardizing on $WAT instruments and columns. so even when using a CDMO it is still all $WAT. Via Barclays $WAT post-eps note:"  
[X Link](https://x.com/MuppetTrading/status/1688966371764240385)  2023-08-08T17:32Z [----] followers, [---] engagements


"While I am not able to exactly quantify how much incremental business GLP-1's will add to $WAT everything about it screams of being very direct beneficiary of all the production capacity needed to satisfy the demand - especially now after major SELECT trial success"  
[X Link](https://x.com/MuppetTrading/status/1688968565511077889)  2023-08-08T17:41Z [----] followers, [---] engagements


"Seems like a fair warning by Toni to anyone who attempts to dig through $IBM numbers"  
[X Link](https://x.com/MuppetTrading/status/1689204017115615232)  2023-08-09T09:16Z [----] followers, [---] engagements


"Ok so everyone bulled up on $DPZ after the Uber Eats deal but. that is horribly lame long thesis with one single driver no"  
[X Link](https://x.com/MuppetTrading/status/1690010167595630592)  2023-08-11T14:39Z [----] followers, [---] engagements


"$DPZ has has a lousy year. even last qtr they comped basically zero (vs even freaking $MCD doing like 10% comps in USA). And the trends have continued to be weak with flat comps qtd based on 3p data tracker. WTF are bulls hoping for Especially at 27x eps"  
[X Link](https://x.com/MuppetTrading/status/1690010169453797378)  2023-08-11T14:39Z [----] followers, [--] engagements


"And do not come and tell that Uber Eats volume are all incremental for $DPZ. there is a reason why they had not done a similar deal in the past. They did it because they could not find any other growth drivers anymore. From position of weakness"  
[X Link](https://x.com/MuppetTrading/status/1690010171387392000)  2023-08-11T14:39Z [----] followers, [--] engagements


"And if the GLP-1's are indeed going to be a total game-changer with reduced appetite. well $DPZ is one of the biggest losers. Heat map via Morgan Stanley's big note this week:"  
[X Link](https://x.com/MuppetTrading/status/1690010173488717824)  2023-08-11T14:39Z [----] followers, [--] engagements


"FWIW - Morgan Stanley is hosting a call today discussing restaurant implications from GLP-1 today at 11:30AM - tune in and listen"  
[X Link](https://x.com/MuppetTrading/status/1690010176022024193)  2023-08-11T14:39Z [----] followers, [---] engagements


"Anyway my point simply is that labeling $DPZ as a "story stock" or "name to be long" based on only Uber Eats deal and nothing else is extremely dumb imho"  
[X Link](https://x.com/MuppetTrading/status/1690010177783660545)  2023-08-11T14:39Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing