# ![@NerdcapK Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1482014233810423818.png) @NerdcapK NerdcapKTD

NerdcapKTD posts on X about $uwmc, $rkt, $open, $googl the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1482014233810423818/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482014233810423818/c:line/m:interactions.svg)

- [--] Week [---------] +131,302%
- [--] Month [---------] +23,069%
- [--] Months [---------] +4,155%
- [--] Year [---------] +10,761%

### Mentions: [--] [#](/creator/twitter::1482014233810423818/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482014233810423818/c:line/m:posts_active.svg)

- [--] Month [--] -54%
- [--] Months [---] +25%
- [--] Year [---] +339%

### Followers: [------] [#](/creator/twitter::1482014233810423818/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482014233810423818/c:line/m:followers.svg)

- [--] Week [---] -0.27%
- [--] Month [---] no change
- [--] Months [---] +28%
- [--] Year [---] +273%

### CreatorRank: [---------] [#](/creator/twitter::1482014233810423818/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1482014233810423818/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$uwmc](/topic/$uwmc) #1, [$rkt](/topic/$rkt) #3, [$open](/topic/$open) #131, [$googl](/topic/$googl), [$ldi](/topic/$ldi) #1, [$crox](/topic/$crox), [mortgage rate](/topic/mortgage-rate), [$betr](/topic/$betr) #5, [googl](/topic/googl), [money](/topic/money)

**Top accounts mentioned or mentioned by**
[@pulte](/creator/undefined) [@uwmlending](/creator/undefined) [@trackdalf](/creator/undefined) [@ericjackson](/creator/undefined) [@secscottbessent](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@mortgagetruth](/creator/undefined) [@mishbia15](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@ccmbrett](/creator/undefined) [@robtvdc](/creator/undefined) [@truflation](/creator/undefined) [@realtorstocks](/creator/undefined) [@waymo](/creator/undefined) [@loganmohtashami](/creator/undefined) [@rcwhalen](/creator/undefined) [@tickerplus](/creator/undefined) [@fhfa](/creator/undefined) [@alaminosinv](/creator/undefined) [@isomorphiclabs](/creator/undefined)

**Top assets mentioned**
[Rocket Companies, Inc. (RKT)](/topic/$rkt) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [loanDepot, Inc. (LDI)](/topic/$ldi) [Crocs, Inc. (CROX)](/topic/$crox) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Match Group Inc (MTCH)](/topic/$mtch) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Prime Medicine, Inc. (PRME)](/topic/$prme) [Tempus AI, Inc. (TEM)](/topic/$tem) [Crocs (CROCS)](/topic/$crocs) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Planet Labs PBC (PL)](/topic/$pl) [Uber Technologies, Inc. (UBER)](/topic/uber) [Bitcoin (BTC)](/topic/$btc) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Hypertonx @AndrewRangeley Mine is still $googl"  
[X Link](https://x.com/NerdcapK/status/1750977436635050181)  2024-01-26T20:22Z [--] followers, [--] engagements


"$googl Thrilled to welcome Colin Murdoch as the 1st President of @IsomorphicLabs. He will play an integral role in our next chapter as we work to deliver on the promise of AI for drug discovery while continuing in his role as CBO at @GoogleDeepMind. Read more: https://t.co/FampU01LPA https://t.co/TcjsLCU46W Thrilled to welcome Colin Murdoch as the 1st President of @IsomorphicLabs. He will play an integral role in our next chapter as we work to deliver on the promise of AI for drug discovery while continuing in his role as CBO at @GoogleDeepMind. Read more: https://t.co/FampU01LPA"  
[X Link](https://x.com/NerdcapK/status/1767140170581553591)  2024-03-11T10:47Z [--] followers, [--] engagements


""the most mature manifestation of AI in the physical world" @Waymo $googl"  
[X Link](https://x.com/NerdcapK/status/1768654404255728026)  2024-03-15T15:04Z [--] followers, [----] engagements


"@Rebrand_As_Y I sold META too early $Crox has been awesome and I've got a small $MTCH position going. Stock based comp over there is a concern. Need to see Eliot or Bernard crack down; dark mode is not innovation"  
[X Link](https://x.com/NerdcapK/status/1770836479649914984)  2024-03-21T15:34Z [--] followers, [----] engagements


"The $MTCH bull case as presented by DOJ DOJ lays out the bull case for $AAPL https://t.co/hmJIi6zSHY DOJ lays out the bull case for $AAPL https://t.co/hmJIi6zSHY"  
[X Link](https://x.com/NerdcapK/status/1770841154767974491)  2024-03-21T15:53Z [--] followers, [---] engagements


"I doubt $Googl feels this way about @demishassabis and @GoogleDeepMind and that tells you what you need to know about who is leading. (also AlphaFold Waymo other real life AI instances & applications etc) Microsoft CEO Satya Nadella to board members: "If OpenAl disappeared tomorrow we have all the IP rights and all the capability. We have the people we have the compute we have the data we have everything. We are below them above them around them." Wow. https://t.co/BtVGB3QuHH Microsoft CEO Satya Nadella to board members: "If OpenAl disappeared tomorrow we have all the IP rights and all the"  
[X Link](https://x.com/NerdcapK/status/1770910942336848378)  2024-03-21T20:30Z [--] followers, [---] engagements


"@Divergent7651 Feeling this hard w/ $crox right now"  
[X Link](https://x.com/NerdcapK/status/1771126006931222536)  2024-03-22T10:45Z [--] followers, [--] engagements


""pissing away the capital" $mtch & SBC BG2 Ep5. Pod drop. Deep Dive on Stock Comp Google Gemini / Apple TikTok US & the New AI Cold War MSFT / Inflection & VC Valuations for LLMs 💥👊 @altcap @bgurley https://t.co/JqX99P7eJD BG2 Ep5. Pod drop. Deep Dive on Stock Comp Google Gemini / Apple TikTok US & the New AI Cold War MSFT / Inflection & VC Valuations for LLMs 💥👊 @altcap @bgurley https://t.co/JqX99P7eJD"  
[X Link](https://x.com/NerdcapK/status/1771177956229984667)  2024-03-22T14:11Z [--] followers, [---] engagements


"@aschmidt2930 It's almost entirely a story of managing SBC. If SBC is effectively managed the stock works. They can buy back half of the float annually but if they're giving the same amount away in SBC to employees there's nothing left for investors. The business makes plenty of $$. $mtch"  
[X Link](https://x.com/NerdcapK/status/1771542769007272185)  2024-03-23T14:21Z [--] followers, [---] engagements


"@aschmidt2930 And what new innovations have all of the SBC bought them in recent years Dark mode 🤡 I'm saying all of this as a long; Bernard needs the Elliott boot in his ass. $mtch"  
[X Link](https://x.com/NerdcapK/status/1771543689535332858)  2024-03-23T14:25Z [--] followers, [---] engagements


"$googl talent getting poached by 2nd place tech $tsla Maybe he'll convince them it's not going to happen w/o Lidar Currently 100k paid trips per week via @Waymo Career Update: Today I bid farewell to Waymo marking the end of a chapter in my career. Joining Waymo in late [----] I entered a world where Level [--] (L4) robotaxi services were a concept rather than a reality. Now in [----] Waymo operates a rider-only robotaxi service in four https://t.co/Owheq1Ad3B Career Update: Today I bid farewell to Waymo marking the end of a chapter in my career. Joining Waymo in late [----] I entered a world where"  
[X Link](https://x.com/NerdcapK/status/1771550760905388236)  2024-03-23T14:53Z [--] followers, [---] engagements


"@cooter_cfa @Elliottinvmgmt @Match @Tinder @hinge the SBC is outrageous. $MTCH"  
[X Link](https://x.com/NerdcapK/status/1772274890457874614)  2024-03-25T14:50Z [--] followers, [---] engagements


"The announced equity buyback for $mtch is majority consumed by stock based comp to underperforming manager and directors. I expect to see @Elliottinvmgmt deal with via the Board additions. Happy to hear about the board shakeup at $MTCH lead by @Elliottinvmgmt. Hoping this is just the beginning and that they are doing a thorough review of the value add by existing members. These are the [----] compensation numbers and they seem way too high given stock performance. https://t.co/uHmlnU55sz Happy to hear about the board shakeup at $MTCH lead by @Elliottinvmgmt. Hoping this is just the beginning"  
[X Link](https://x.com/NerdcapK/status/1772316597199241548)  2024-03-25T17:36Z [--] followers, [---] engagements


"100k paid @Waymo trips per week; the scaling is going alright. $googl Career Update: Today I bid farewell to Waymo marking the end of a chapter in my career. Joining Waymo in late [----] I entered a world where Level [--] (L4) robotaxi services were a concept rather than a reality. Now in [----] Waymo operates a rider-only robotaxi service in four https://t.co/Owheq1Ad3B Career Update: Today I bid farewell to Waymo marking the end of a chapter in my career. Joining Waymo in late [----] I entered a world where Level [--] (L4) robotaxi services were a concept rather than a reality. Now in [----] Waymo"  
[X Link](https://x.com/NerdcapK/status/1772569956053381594)  2024-03-26T10:23Z [--] followers, [--] engagements


"$googl For many of the women @HarvestHomeLA and @sheishopela serve - single mothers unhoused families - transportation is a challenge. Discover why two leaders of these nonprofits believe Waymo's autonomous vehicles could offer emotional and physical safety. https://t.co/uFsoViZHtW For many of the women @HarvestHomeLA and @sheishopela serve - single mothers unhoused families - transportation is a challenge. Discover why two leaders of these nonprofits believe Waymo's autonomous vehicles could offer emotional and physical safety. https://t.co/uFsoViZHtW"  
[X Link](https://x.com/NerdcapK/status/1772713731480256553)  2024-03-26T19:54Z [--] followers, [--] engagements


"@kouroshshafi Seems like $hims would pay $mtch quite a bit for ads"  
[X Link](https://x.com/NerdcapK/status/1775112988392915038)  2024-04-02T10:48Z [--] followers, [---] engagements


"So $uwmc is in violation of warehouse covenants because their service to brokers is too good 🤡 Is @hntrbrkmedia aware of fees $RKT retail arm pins on consumers HUGE savings via UWM vs retail & most other wholesale funders can't close loans as fast as UWM or retail lenders. Huge congrats to Hunterbook on its launch🎉🎉 @hntrbrkmedia is a financial media newsroom funded by a hedge fund that trades on its stories. I'm not affiliated but will be following closely They just launched with a story on $UWMC and are a must-follow account Huge congrats to Hunterbook on its launch🎉🎉 @hntrbrkmedia is"  
[X Link](https://x.com/NerdcapK/status/1775376146353242435)  2024-04-03T04:13Z [--] followers, [----] engagements


"@PugCap @BichonRedux I've spent a lot of time studying industry; Talk to a wholesale LO ;-) Short report seems like an attempt from $RKT to get its 400bp margins back by getting $UWMC (truly faster & cheaper) in trouble w/ regulators. UWM has saved consumers untold amounts of $$$ vs retail lenders"  
[X Link](https://x.com/NerdcapK/status/1775515373569208522)  2024-04-03T13:27Z [--] followers, [---] engagements


"@BichonRedux Looking forward to the sports center segment where Mat explains @UWMlending has saved consumers millions (billions) vs $RKT retail rates. I hate being at a backyard BBQ and friend says they refi'd or bought w/ RKT direct retail. man you overpaid by like 2k+ :-("  
[X Link](https://x.com/NerdcapK/status/1775520363289403760)  2024-04-03T13:46Z [--] followers, [---] engagements


"@PugCap @BichonRedux @UWMlending $RKT has some of if not the highest rates via its popular retail consumer arm. This is 100% about RKT. $UWMC has destroyed their business model. They're tried to break into the wholesale space but they dont make enough money to keep the lights on in that division"  
[X Link](https://x.com/NerdcapK/status/1775526457999007825)  2024-04-03T14:11Z [--] followers, [---] engagements


"More demand = more units on the road = lower unit cost $GOOGL Otherwise this just seems like a PR win to get people used to the AV idea and grow the real miles driven data set. Together Waymo and @Uber are making all-electric fully autonomous delivery a reality. Starting today @UberEats Eats customers in the Metro Phoenix area may get matched with a fully autonomous Waymo car to get the items they crave. https://t.co/A3CcuGN8gM https://t.co/xUOgeKqKOX Together Waymo and @Uber are making all-electric fully autonomous delivery a reality. Starting today @UberEats Eats customers in the Metro"  
[X Link](https://x.com/NerdcapK/status/1775589367144161564)  2024-04-03T18:21Z [--] followers, [--] engagements


"@optionsly I can see your point we're just looking at it differently. I don't think doubling SBC from here meaningfully increases growth; if it did it probably would have happened already and we wouldnt be discussing the situation as we are right now. $MTCH needs the Zuck yr of efficiency"  
[X Link](https://x.com/NerdcapK/status/1776320740683288966)  2024-04-05T18:47Z [--] followers, [---] engagements


"@OMGCapital I think $OXY is going to do just fine"  
[X Link](https://x.com/NerdcapK/status/1776321169324486897)  2024-04-05T18:49Z [--] followers, [----] engagements


"Amazing. $googl Recent talk by Drago Anguelov Head of Research at $GOOGL Waymo was pretty interesting. Punchline is autonomous driving is a technically challenging problem Waymo has solved it and LLMs are allowing for further / continued improvements. It will be interesting to see if the https://t.co/ypxLiwzkhc Recent talk by Drago Anguelov Head of Research at $GOOGL Waymo was pretty interesting. Punchline is autonomous driving is a technically challenging problem Waymo has solved it and LLMs are allowing for further / continued improvements. It will be interesting to see if the"  
[X Link](https://x.com/NerdcapK/status/1777399980723966108)  2024-04-08T18:15Z [--] followers, [--] engagements


"$googl Robo-taxis will never happen 😉 https://t.co/XWRV06QIV6 Robo-taxis will never happen 😉 https://t.co/XWRV06QIV6"  
[X Link](https://x.com/NerdcapK/status/1777769823679791499)  2024-04-09T18:45Z [--] followers, [--] engagements


"Great breakdown on infrastructure dominance $googl "I think that this keynote was by far the most impressive presentation Google has made in the AI era" $goog https://t.co/k88thvNICB "I think that this keynote was by far the most impressive presentation Google has made in the AI era" $goog https://t.co/k88thvNICB"  
[X Link](https://x.com/NerdcapK/status/1778209281713885584)  2024-04-10T23:51Z [--] followers, [--] engagements


"Good $MTCH thread Have gotten a ton of DMs re MTCH over the last week. Summary is as follows: Pod guys: real time data is bad so stock wont work. Skewed downside NT LO: think its secularly challenged bc recent trends are bad L/S: mixed. Many want to own but wont bc current data is bad Have gotten a ton of DMs re MTCH over the last week. Summary is as follows: Pod guys: real time data is bad so stock wont work. Skewed downside NT LO: think its secularly challenged bc recent trends are bad L/S: mixed. Many want to own but wont bc current data is bad"  
[X Link](https://x.com/NerdcapK/status/1780949081407344885)  2024-04-18T13:18Z [--] followers, [---] engagements


"It's unclear to me why this doesn't become an ad supported business for all male users. Are there reasons this hasn't already happened $mtch $MTCH $30 $MTCH $30"  
[X Link](https://x.com/NerdcapK/status/1788193560639979673)  2024-05-08T13:05Z [---] followers, [---] engagements


"@CCM_Brett Yeah. Looking at the data now it seems like there may have been a whole lot more than people thought"  
[X Link](https://x.com/NerdcapK/status/1788517387802714217)  2024-05-09T10:32Z [--] followers, [--] engagements


"@JamesSchladt @fundam_inv easy to see w/ @IsomorphicLabs @Waymo and continued AI rollout"  
[X Link](https://x.com/NerdcapK/status/1790419786616254502)  2024-05-14T16:31Z [---] followers, [--] engagements


"@JamesSchladt @fundam_inv @IsomorphicLabs @Waymo People forget Hassabis is a world rated chess player ie. a world class mental athlete. The guy is obviously extremely competitive has taught himself to win in the past built the tools he needs to win in the future and is in the middle of executing right now"  
[X Link](https://x.com/NerdcapK/status/1790422221271212040)  2024-05-14T16:41Z [---] followers, [--] engagements


"@BichonRedux Looking forward to ringing the $WBD register with you. Take care man ✌"  
[X Link](https://x.com/NerdcapK/status/1803246124381163877)  2024-06-19T01:59Z [---] followers, [---] engagements


"Just took a @waymo in SF it was absolutely incredible. Numerous other drivers were breaking the law (double parking illegal unloading in lanes running reds etc) and it handled it all flawlessly. Super smooth ride too. $googl"  
[X Link](https://x.com/NerdcapK/status/1806897464575984101)  2024-06-29T03:48Z [---] followers, [--] engagements


"@TravisHoium Do you have a view on $mtch"  
[X Link](https://x.com/NerdcapK/status/1809240012665606510)  2024-07-05T14:56Z [---] followers, [--] engagements


"@AKS5173 @amitisinvesting Is there a reason $Googl doesn't just build this capability internally"  
[X Link](https://x.com/NerdcapK/status/1815732583377903887)  2024-07-23T12:55Z [---] followers, [--] engagements


"-Repurchased $197 million of stock in the quarter or [---] million shares at an average price of $31 per share. -Deployed approximately 100% of our free cash flow year-to date for repurchases. $MTCH"  
[X Link](https://x.com/NerdcapK/status/1818381086457774316)  2024-07-30T20:20Z [---] followers, [----] engagements


"Big volume rotating into $UWMC and $RKT today for the refi wave"  
[X Link](https://x.com/NerdcapK/status/1819466585792565641)  2024-08-02T20:13Z [---] followers, [---] engagements


"@Investy_ I wish that were the case but as someone long $CROX I didnt expect it to be back down here either. I am pleased they keep buying and I hope they were active this morning"  
[X Link](https://x.com/NerdcapK/status/1820519910826807333)  2024-08-05T17:59Z [---] followers, [---] engagements


"@kejca Did they need that 3b for the quickly approaching debt payment"  
[X Link](https://x.com/NerdcapK/status/1821684003952603596)  2024-08-08T23:04Z [---] followers, [---] engagements


"Archer growth seems to be taking off $MTCH Today's mid-quarter update is focused on dating apps. $MTCH continues to be a tale of @hinge looking way better than @Tinder. Meanwhile $BMBL is worth keeping an eye on if you like value. Also holy Archer Batman https://t.co/wFqndsqw9w Today's mid-quarter update is focused on dating apps. $MTCH continues to be a tale of @hinge looking way better than @Tinder. Meanwhile $BMBL is worth keeping an eye on if you like value. Also holy Archer Batman https://t.co/wFqndsqw9w"  
[X Link](https://x.com/NerdcapK/status/1825906320098095195)  2024-08-20T14:42Z [---] followers, [---] engagements


"$mtch *sigh* Add $MTCH to your list of defense contractor stocks. *sigh* Add $MTCH to your list of defense contractor stocks"  
[X Link](https://x.com/NerdcapK/status/1826715356800729327)  2024-08-22T20:17Z [---] followers, [---] engagements


"@CCM_Brett @TravisHoium Ask him for an $abnb hot take"  
[X Link](https://x.com/NerdcapK/status/1831656424973172850)  2024-09-05T11:31Z [---] followers, [--] engagements


"@TravisHoium $googl all day"  
[X Link](https://x.com/NerdcapK/status/1838661519376036127)  2024-09-24T19:27Z [---] followers, [--] engagements


"@WaterworldCapi1 @Rebrand_As_Y Nah. $mtch will keep taking share from Bumble via hinge taking share from Grindr via Archer and keep tinder roughly flat while buying back lots of equity. 1-2x from here isn't too hard to see. Selling access to sex is a long term good business"  
[X Link](https://x.com/NerdcapK/status/1839689799763984490)  2024-09-27T15:33Z [---] followers, [---] engagements


"@fundam_inv Stop telling everyone man. $Googl is a shitco and should trade at 15pe 🤡"  
[X Link](https://x.com/NerdcapK/status/1841850925989728469)  2024-10-03T14:40Z [---] followers, [--] engagements


"Wasn't someone working on fusion. cc: @GoogleDeepMind $googl $GOOGL is the latest company to explore nuclear energy for powering data centers -- signaling a potential boom in nuclear power adoption over the next decade 🤔 $OKLO $NNE $SMR https://t.co/JGyTYw1JoH $GOOGL is the latest company to explore nuclear energy for powering data centers -- signaling a potential boom in nuclear power adoption over the next decade 🤔 $OKLO $NNE $SMR https://t.co/JGyTYw1JoH"  
[X Link](https://x.com/NerdcapK/status/1841852154010571127)  2024-10-03T14:45Z [---] followers, [---] engagements


"@finphysnerd Is Archer via $Mtch taking share"  
[X Link](https://x.com/NerdcapK/status/1844375882535928208)  2024-10-10T13:54Z [---] followers, [--] engagements


"@PaulBunyanCap @MrNikCole @CharlesSchwab Schwab is saying the corporate action doesn't take place until tomorrow and they wont make the transition until then. 🤡 $ICLTF to $ICLTD"  
[X Link](https://x.com/NerdcapK/status/1846920447775924507)  2024-10-17T14:25Z [---] followers, [---] engagements


""Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://tradingeconomics.com/commodity/lumber https://tradingeconomics.com/commodity/lumber"  
[X Link](https://x.com/NerdcapK/status/1851285697388302723)  2024-10-29T15:31Z [---] followers, [----] engagements


"Now $550 real time. Curtailments and permanent mill closures starting to having an impact $ICLTD "Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://t.co/bd8QFhqsig "Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://t.co/bd8QFhqsig"  
[X Link](https://x.com/NerdcapK/status/1851706868780892637)  2024-10-30T19:24Z [---] followers, [---] engagements


"Now $560 $ICLTD "Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://t.co/bd8QFhqsig "Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://t.co/bd8QFhqsig"  
[X Link](https://x.com/NerdcapK/status/1852039490715439151)  2024-10-31T17:26Z [---] followers, [---] engagements


"$celh Breaking: Celsius Holdings is ready to play the long game. Co has acquired a key copacker Big Beverages Contract Manufacturing in Charlotte NC for $75 mil in cash for 170K sq-ft facility co announced this morning. Breaking: Celsius Holdings is ready to play the long game. Co has acquired a key copacker Big Beverages Contract Manufacturing in Charlotte NC for $75 mil in cash for 170K sq-ft facility co announced this morning"  
[X Link](https://x.com/NerdcapK/status/1852363449621180624)  2024-11-01T14:53Z [---] followers, [---] engagements


"$ICLTD Lumber soars to highest price since early April 📈🚨 https://t.co/m9K3suIQOA Lumber soars to highest price since early April 📈🚨 https://t.co/m9K3suIQOA"  
[X Link](https://x.com/NerdcapK/status/1852441912961081600)  2024-11-01T20:05Z [---] followers, [---] engagements


"Now $560 $ICLTD "Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://t.co/bd8QFhqsig "Lumber prices held near $530 per thousand board feet close to the four-month high of $534 reached on September 24th." $538 real time. $ICLTD https://t.co/bd8QFhqsig"  
[X Link](https://x.com/NerdcapK/status/1853612695741665319)  2024-11-05T01:37Z [---] followers, [---] engagements


"$mtch making more $$$ and buying back a ton of equity. MAU is down but RPP is up. Tinder v. Bumble v. Hinge $MTCH $BMBL https://t.co/PSE1luwilE Tinder v. Bumble v. Hinge $MTCH $BMBL https://t.co/PSE1luwilE"  
[X Link](https://x.com/NerdcapK/status/1854292228077957333)  2024-11-06T22:38Z [--] followers, [----] engagements


"Q3 Free Cash Flow was $1.1b representing a FCF Margin of 29% Q3 share repurchases of $1.1b Share repurchases for the ttm totaled $3.3b & helped us to reduce fully diluted share count from 681million at the end of Q3 [----] to [---] million at the end of Q3 [----] $ABNB"  
[X Link](https://x.com/NerdcapK/status/1854634310764314714)  2024-11-07T21:17Z [---] followers, [---] engagements


"Since the inception of our share repurchases in Q3 [----] our fully diluted share count has decreased approximately 6% driven in part by our share repurchases and cash used for employee tax obligations totaling $8.3 billion. $ABNB"  
[X Link](https://x.com/NerdcapK/status/1854636523238347212)  2024-11-07T21:26Z [---] followers, [---] engagements


"@PaulBunyanCap Probably until they have big time FCF"  
[X Link](https://x.com/NerdcapK/status/1856332329444057527)  2024-11-12T13:44Z [---] followers, [--] engagements


"@OnuralpDemirer I dont understand why $MTCH would buy $BMBL when Hinge is already destroying the $BMBL business"  
[X Link](https://x.com/NerdcapK/status/1856365490261655778)  2024-11-12T15:56Z [--] followers, [---] engagements


"@GrindeOptions Seems like they're working on appealing to men with this formula [--] and Tyson"  
[X Link](https://x.com/NerdcapK/status/1861818438320267371)  2024-11-27T17:04Z [---] followers, [--] engagements


"@fcfyplusg Hoping to see a [--] million share buyback for q4. $CROX"  
[X Link](https://x.com/NerdcapK/status/1862587627288826010)  2024-11-29T20:01Z [--] followers, [---] engagements


"@LoganMohtashami What do employment numbers look like if you subtract out gig jobs (I keep reading folks arent applying for unemployment because they simply drive for Uber or something while looking for another full time position)"  
[X Link](https://x.com/NerdcapK/status/1865031507292852278)  2024-12-06T13:52Z [--] followers, [----] engagements


"@LoganMohtashami That's what I was getting at; a job isn't necessarily equal to a job. If you lose a 100k+ job and pick up an Uber job while looking for another 100k job you are going to spend less money in the economy. Anyway thanks for the color"  
[X Link](https://x.com/NerdcapK/status/1865033309085933980)  2024-12-06T13:59Z [--] followers, [--] engagements


"$Googl is using this to mine $BTC as a proof of concept right We see Willow as an important step in our journey to build a useful quantum computer with practical applications in areas like drug discovery fusion energy battery design + more. Details here:https://t.co/dgPuXOoBSZ We see Willow as an important step in our journey to build a useful quantum computer with practical applications in areas like drug discovery fusion energy battery design + more. Details here:https://t.co/dgPuXOoBSZ"  
[X Link](https://x.com/NerdcapK/status/1866222475090043009)  2024-12-09T20:44Z [--] followers, [--] engagements


"@PaulBunyanCap I suspect $Googl is going to put more resources in now with working proof of concept and steer that work towards existing integration w/ their cloud stack. Will be interesting to see You have done great on $IONQ"  
[X Link](https://x.com/NerdcapK/status/1866507878389174388)  2024-12-10T15:38Z [--] followers, [---] engagements


"@vincentelifani Seems like everything is flat to slightly negative growth wise with exception of Azar and Hinge. Still lots of fcf. $mtch"  
[X Link](https://x.com/NerdcapK/status/1866908877049971089)  2024-12-11T18:12Z [--] followers, [---] engagements


"Interesting framing from a 3-4th place contestant. What about patents by the leaders $googl Pretty interesting concept presented by Satya on @bgurley and @altcap podcast: the AI "winners curse" where the one pushing the AI performance frontier does so at higher cost than everyone else who benefits from observing what was done and copying it in more compute efficient Pretty interesting concept presented by Satya on @bgurley and @altcap podcast: the AI "winners curse" where the one pushing the AI performance frontier does so at higher cost than everyone else who benefits from observing what was"  
[X Link](https://x.com/NerdcapK/status/1867355389001707604)  2024-12-12T23:46Z [--] followers, [---] engagements


"@Michigan_Value Thanks for your perspective I've only intermittently followed the name of late. Do they make enough fcf from the sales in Sweden to pay for another run at a US OTC effort"  
[X Link](https://x.com/NerdcapK/status/1867358806700683539)  2024-12-13T00:00Z [--] followers, [--] engagements


"More Shitco talk 🤡$GOOGL Thank you to @AndrewE_Dunn from @endpts for the in-depth piece on @IsomorphicLabs exploring the tech were developing to reimagine drug discovery using AI and the passion of the team leading our work to achieve Isos mission. In the feature Andy tracks the timeline of The Thank you to @AndrewE_Dunn from @endpts for the in-depth piece on @IsomorphicLabs exploring the tech were developing to reimagine drug discovery using AI and the passion of the team leading our work to achieve Isos mission. In the feature Andy tracks the timeline of The"  
[X Link](https://x.com/NerdcapK/status/1867555194227093574)  2024-12-13T13:00Z [--] followers, [--] engagements


"Remember a week ago when $googl was a shitco (Konnichiwa) and hello Japan We're thrilled to announce that Waymo in partnership with @Nihonkotsu_Taxi and @go_goesnext will bring our autonomous vehicles to Tokyo for our first international road trip. Read more: https://t.co/6xnurQuiSP https://t.co/jIsIa7h8Wj (Konnichiwa) and hello Japan We're thrilled to announce that Waymo in partnership with @Nihonkotsu_Taxi and @go_goesnext will bring our autonomous vehicles to Tokyo for our first international road trip. Read more: https://t.co/6xnurQuiSP https://t.co/jIsIa7h8Wj"  
[X Link](https://x.com/NerdcapK/status/1868823032082710533)  2024-12-17T00:58Z [--] followers, [---] engagements


"$googl = shitco 🤡 After [----] million autonomous miles driven @Waymo vehicles have an 88% reduction in property damage claims and a 92% reduction in bodily injury claims compared to human drivers per mile driven. 🚖 https://t.co/7ebvsuI7Tw After [----] million autonomous miles driven @Waymo vehicles have an 88% reduction in property damage claims and a 92% reduction in bodily injury claims compared to human drivers per mile driven. 🚖 https://t.co/7ebvsuI7Tw"  
[X Link](https://x.com/NerdcapK/status/1870118654727336167)  2024-12-20T14:46Z [--] followers, [--] engagements


"When does the new Sydney @HeyDudeShoes ad drop $Crox https://www.amazon.com/stores/HEYDUDESHOES/SydneySweeneyCollection_Collections/page/45B1EF05-661B-47C2-A9CF-A62AAF0337F5 https://www.amazon.com/stores/HEYDUDESHOES/SydneySweeneyCollection_Collections/page/45B1EF05-661B-47C2-A9CF-A62AAF0337F5"  
[X Link](https://x.com/NerdcapK/status/1870146886629503201)  2024-12-20T16:38Z [--] followers, [--] engagements


"@BillAckman What do you think about large non banks ($UWMC PMT $RKT) getting into the guarantee business if there is an MBS level wrap from UST"  
[X Link](https://x.com/NerdcapK/status/1873852852181119342)  2024-12-30T22:05Z [--] followers, [---] engagements


"@mortgagetruth I agree with everything but number [--]. I don't think gse's will be released in [----] but there will be an issued plan and timeline"  
[X Link](https://x.com/NerdcapK/status/1874179962036711501)  2024-12-31T19:44Z [--] followers, [---] engagements


"@mortgagetruth Part [--] of that is I think within [--] yr of GSE release you'll see big non banks and other large mortgage originators be able to purchase the same MBS wrap (from UST) the gse's will need to buy to maintain market stability"  
[X Link](https://x.com/NerdcapK/status/1874206963019767868)  2024-12-31T21:32Z [--] followers, [--] engagements


"Should Trump actually release GSE's from conservatorship ($FNMA $FNMAS $FMCC) and in the event the MBA gets its wish for an MBS UST backed "wrap" watch out for $UWMC $RKT and $JPM to quickly jump into that market if allowed. GSE's would have FAR more competition"  
[X Link](https://x.com/NerdcapK/status/1875249019926278196)  2025-01-03T18:33Z [--] followers, [---] engagements


"What happened to Archer $mtch We take requests so the next sector up is Dating (by request from @IdanSmartView). Dating DAUs generally saw YoY decelerate in December with @bumble looking slightly better than peers. https://t.co/tv4Y21eo3K We take requests so the next sector up is Dating (by request from @IdanSmartView). Dating DAUs generally saw YoY decelerate in December with @bumble looking slightly better than peers. https://t.co/tv4Y21eo3K"  
[X Link](https://x.com/NerdcapK/status/1877002744885653756)  2025-01-08T14:41Z [--] followers, [---] engagements


"@AJullianny @timpagliara Freddie hasnt put nearly the effort into prepping for or lobbying for its own release. This hiring imo represents the admission from Freddie leadership that this could actually happen and that they need to get ready for it. Fannie is ahead in this regard for sure"  
[X Link](https://x.com/NerdcapK/status/1877394590413529284)  2025-01-09T16:38Z [--] followers, [--] engagements


"@BillAckman Do you think an MBS wrap product purchased from UST will be necessary for release to maintain credit rating/ market stability Do you think such a wrap if created would be available to other institutions as well"  
[X Link](https://x.com/NerdcapK/status/1877736364914995496)  2025-01-10T15:16Z [--] followers, [---] engagements


"New HeyDude ad via SS insta $crocs"  
[X Link](https://x.com/NerdcapK/status/1877805287547007270)  2025-01-10T19:50Z [--] followers, [--] engagements


"New HeyDude via SS insta $Crox"  
[X Link](https://x.com/NerdcapK/status/1877805790699946115)  2025-01-10T19:52Z [--] followers, [---] engagements


"Probably a thing at $googl too. https://x.com/RihardJarc/status/1877814619256836172t=MCTTHxvjVDRYxbeq2wZtfQ&s=19 Zuck just said that this year at $META they are going to have an AI that can effectively be a mid level engineer that can write code. Things are moving fast https://x.com/RihardJarc/status/1877814619256836172t=MCTTHxvjVDRYxbeq2wZtfQ&s=19 Zuck just said that this year at $META they are going to have an AI that can effectively be a mid level engineer that can write code. Things are moving fast"  
[X Link](https://x.com/NerdcapK/status/1877859600252195069)  2025-01-10T23:26Z [--] followers, [--] engagements


"$celh Celsius volume grew 32.3% with a 5.2% avg price drop in [----] per NielsenIQ data. CELH dollar sales were at $2.08 bil over [--] wks for [---] share of energy drink segment. Celsius volume grew 32.3% with a 5.2% avg price drop in [----] per NielsenIQ data. CELH dollar sales were at $2.08 bil over [--] wks for [---] share of energy drink segment"  
[X Link](https://x.com/NerdcapK/status/1879538180342620216)  2025-01-15T14:36Z [--] followers, [---] engagements


"$celh @BevInsights And if you REALLY think Celsius is going the path of Bang or fading away. You are naive Data doesnt lie. https://t.co/63zOUf4qI6 @BevInsights And if you REALLY think Celsius is going the path of Bang or fading away. You are naive Data doesnt lie. https://t.co/63zOUf4qI6"  
[X Link](https://x.com/NerdcapK/status/1879538356134232434)  2025-01-15T14:37Z [--] followers, [---] engagements


"@PythiaR Junior Preferred. $FNMAT"  
[X Link](https://x.com/NerdcapK/status/1879636854804496876)  2025-01-15T21:08Z [---] followers, [---] engagements


"New sparkling watermelon 16oz $CELH essentials is pretty good"  
[X Link](https://x.com/NerdcapK/status/1879898316835815504)  2025-01-16T14:27Z [--] followers, [---] engagements


"$googl Google doesn't just talk about AI for others. We use it ourselves. This brand new paper explains how our Ads business (500m+ LOC) is using AI for code migrations. They saw 50% time savings with 80% of the code mods being AI authored. Great story https://t.co/VNt2ucGLz6 Google doesn't just talk about AI for others. We use it ourselves. This brand new paper explains how our Ads business (500m+ LOC) is using AI for code migrations. They saw 50% time savings with 80% of the code mods being AI authored. Great story https://t.co/VNt2ucGLz6"  
[X Link](https://x.com/NerdcapK/status/1879926466831593918)  2025-01-16T16:19Z [--] followers, [--] engagements


"@rcwhalen What's the UST level MBS wrap worth to UWM RKT and JPM in the event that happens Seems like a big possible tailwind to pickup a piece of the GSE pie"  
[X Link](https://x.com/NerdcapK/status/1879986575335174261)  2025-01-16T20:18Z [--] followers, [--] engagements


"Hoping Bose George @KBWfinthink or another analyst ask @Mishbia15 about GSE release from c-ship next earnings call; particularly what @UWMlending would do if it could access an MBS level wrap from UST as advanced by @rcwhalen & @MBAMortgage. Strong new business opportunity"  
[X Link](https://x.com/NerdcapK/status/1880243879586459857)  2025-01-17T13:20Z [--] followers, [--] engagements


"cc @bchesky I like the $ABNB opportunity and am a current investor but would love to seem them take this approach to reporting SBC. Why we don't like the traditional FCF definition for valuation purposes. From our Q4 Letter. It explains why we prefer $BKNG over $ABNB. https://t.co/kSQ5FZimBK Why we don't like the traditional FCF definition for valuation purposes. From our Q4 Letter. It explains why we prefer $BKNG over $ABNB. https://t.co/kSQ5FZimBK"  
[X Link](https://x.com/NerdcapK/status/1880254591541080513)  2025-01-17T14:03Z [--] followers, [---] engagements


"Seems like a win for Youtube / $Meta. $Googl BREAKING: TIKTOK APPEAL FAILS IN SCOTUS BREAKING: TIKTOK APPEAL FAILS IN SCOTUS"  
[X Link](https://x.com/NerdcapK/status/1880270229303112101)  2025-01-17T15:05Z [--] followers, [---] engagements


"Circle K / Holiday seems to have a new prominent cold case placement of $CELH right by checkout w/ a buy [--] get [--] promo. Not sure if this is just stores in my market or national but they seem to be moving. $CELH who can see the very clear pattern forming https://t.co/itUIVvudym $CELH who can see the very clear pattern forming https://t.co/itUIVvudym"  
[X Link](https://x.com/NerdcapK/status/1880345110120132717)  2025-01-17T20:03Z [--] followers, [---] engagements


"$Coop threw in the towel on competing w/ $UWMC @UWMlending 🚨 More mortgage M&A: A&D Mortgage which bills itself as the nation's #1 non-QM lender has agreed to acquire Mr. Cooper's wholesale division and non-delegated correspondent mortgage business. 🚨 More mortgage M&A: A&D Mortgage which bills itself as the nation's #1 non-QM lender has agreed to acquire Mr. Cooper's wholesale division and non-delegated correspondent mortgage business"  
[X Link](https://x.com/NerdcapK/status/1880361969846481117)  2025-01-17T21:10Z [--] followers, [---] engagements


"$googl doing all of this solo currently. Announcing The Stargate Project The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure Announcing The Stargate Project The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure"  
[X Link](https://x.com/NerdcapK/status/1881900348065063262)  2025-01-22T03:03Z [--] followers, [--] engagements


"Yes but by @IsomorphicLabs $googl NOW Oracle CEO Larry Ellison says AI will be able to detect early stages of cancer and develop personalized mRNA vaccine therapies https://t.co/ZAX7skKWSq NOW Oracle CEO Larry Ellison says AI will be able to detect early stages of cancer and develop personalized mRNA vaccine therapies https://t.co/ZAX7skKWSq"  
[X Link](https://x.com/NerdcapK/status/1881901188213531030)  2025-01-22T03:06Z [--] followers, [--] engagements


"How are people not long @demishassabis and $googl This whole interview is great. Google DeepMind CEO Demis Hassabis says the Nobel Prize-winning AlphaFold team are now working on the Virtual Cell Project an AI simulation of biological cells which in [--] years will be able to aid in drug discovery and testing https://t.co/nSgTqKlOrj Google DeepMind CEO Demis Hassabis says the Nobel Prize-winning AlphaFold team are now working on the Virtual Cell Project an AI simulation of biological cells which in [--] years will be able to aid in drug discovery and testing https://t.co/nSgTqKlOrj"  
[X Link](https://x.com/NerdcapK/status/1882961606054949167)  2025-01-25T01:20Z [--] followers, [---] engagements


"@CCM_Brett So you're back in $mtch"  
[X Link](https://x.com/NerdcapK/status/1884072309348262092)  2025-01-28T02:53Z [--] followers, [---] engagements


"$FNMAS $FNMAT https://www.housingwire.com/articles/bob-broeksmit-outlines-mba-priorities-under-trump-administration/ https://www.housingwire.com/articles/bob-broeksmit-outlines-mba-priorities-under-trump-administration/"  
[X Link](https://x.com/NerdcapK/status/1884247529380012456)  2025-01-28T14:29Z [---] followers, [---] engagements


"$FNMAS $FNMAT"  
[X Link](https://x.com/NerdcapK/status/1885319335834538227)  2025-01-31T13:28Z [---] followers, [---] engagements


"Great $crox run down My next deep dive is out on my blog Investing with Andrew. $CROX - $CROX is a great business - $CROX is REALLY cheap - $CROX has a nuanced competitive advantage - $CROX is REALLY cheap - $CROX has a strong management team - $CROX is REALLY cheap 👇 https://t.co/8nRb9YSpZP https://t.co/6153nEIyTp My next deep dive is out on my blog Investing with Andrew. $CROX - $CROX is a great business - $CROX is REALLY cheap - $CROX has a nuanced competitive advantage - $CROX is REALLY cheap - $CROX has a strong management team - $CROX is REALLY cheap 👇 https://t.co/8nRb9YSpZP"  
[X Link](https://x.com/NerdcapK/status/1885337629538803925)  2025-01-31T14:41Z [--] followers, [---] engagements


"$mtch w/ the tariff resistant tape"  
[X Link](https://x.com/NerdcapK/status/1885413274843238810)  2025-01-31T19:42Z [--] followers, [--] engagements


"Didn't $googl #Gemini already do this awhile ago today we launch deep research our next agent. this is like a superpower; experts on demand it can go use the internet do complex research and reasoning and give you back a report. it is really good and can do tasks that would take hours/days and cost hundreds of dollars. today we launch deep research our next agent. this is like a superpower; experts on demand it can go use the internet do complex research and reasoning and give you back a report. it is really good and can do tasks that would take hours/days and cost hundreds of dollars"  
[X Link](https://x.com/NerdcapK/status/1886239791403950395)  2025-02-03T02:26Z [--] followers, [---] engagements


"$mtch Outrageous. All this stock has to do to work is cut this shit out totally being looted by management in return for zero innovation. Match Group revenues FY21 - F25e: +15% MTCH SBC expense FY21 - FY25e: +115% https://t.co/BkSWGqj0DT Match Group revenues FY21 - F25e: +15% MTCH SBC expense FY21 - FY25e: +115% https://t.co/BkSWGqj0DT"  
[X Link](https://x.com/NerdcapK/status/1887092615754985957)  2025-02-05T10:55Z [---] followers, [----] engagements


"$mtch needs corporate Ozempic"  
[X Link](https://x.com/NerdcapK/status/1887137397181133275)  2025-02-05T13:53Z [---] followers, [---] engagements


"I like the open market buy from the incoming CEO. Now let's see some corporate Ozempic and material SBC decreases. $MTCH"  
[X Link](https://x.com/NerdcapK/status/1887145656659144877)  2025-02-05T14:26Z [--] followers, [---] engagements


"@JerryCap The $mtch experience as well"  
[X Link](https://x.com/NerdcapK/status/1887488033399660623)  2025-02-06T13:06Z [---] followers, [---] engagements


"Make $UWMC warrants great again Mr Bessent get it. The credit market leads the Fed. https://t.co/4oWOrBfw1X Mr Bessent get it. The credit market leads the Fed. https://t.co/4oWOrBfw1X"  
[X Link](https://x.com/NerdcapK/status/1887591530359140556)  2025-02-06T19:57Z [---] followers, [---] engagements


"Did I miss a PR saying New Guy is cutting SBC in half and reducing headcount $MTCH"  
[X Link](https://x.com/NerdcapK/status/1887611854496714959)  2025-02-06T21:18Z [---] followers, [--] engagements


"@USCitiz51701118 @NewsLambert That was Wells Fargo and countrywide"  
[X Link](https://x.com/NerdcapK/status/1889140748072722592)  2025-02-11T02:33Z [--] followers, [--] engagements


"How much did the @urbaninstitute pay to have this "article" placed https://www.cnbc.com/2025/02/12/heres-what-privatization-of-fannie-mae-freddie-mac-may-mean-for-your-mortgage.html https://www.cnbc.com/2025/02/12/heres-what-privatization-of-fannie-mae-freddie-mac-may-mean-for-your-mortgage.html"  
[X Link](https://x.com/NerdcapK/status/1889871214560362827)  2025-02-13T02:56Z [--] followers, [---] engagements


"We find out if it started working soon. $CROX https://www.gq.com/story/sydney-sweeney-heydudes https://www.gq.com/story/sydney-sweeney-heydudes"  
[X Link](https://x.com/NerdcapK/status/1889992130321600632)  2025-02-13T10:56Z [---] followers, [---] engagements


"I think there's signal in an Andrea article after all this time that heavily relies on Urban as a source but DOES NOT include Jim Mark or Laurie. Seems important. And in a prominent general interest national newspaper. $fnma $fmcc $fnmas $fnmat https://www.usatoday.com/story/money/personalfinance/real-estate/2025/02/16/fannie-freddie-release-discrimination-mortgages/78383503007/ https://www.usatoday.com/story/money/personalfinance/real-estate/2025/02/16/fannie-freddie-release-discrimination-mortgages/78383503007/"  
[X Link](https://x.com/NerdcapK/status/1891134435904426160)  2025-02-16T14:35Z [---] followers, [---] engagements


"Pretty good GSE presentation discussion MI industry hostility to release from conservatorship via Parrot Zandi and other famous haters. Release brings down mortgage rates and people are figuring that out finally. $fnmas $fnma $fmcc $fnmat https://youtu.be/gnZzwzew7Scsi=Q_TznGLaCy_a8evI https://youtu.be/gnZzwzew7Scsi=Q_TznGLaCy_a8evI"  
[X Link](https://x.com/NerdcapK/status/1891154735211696372)  2025-02-16T15:56Z [---] followers, [----] engagements


"50bp to go for the $uwmc re-rate on refi unlock"  
[X Link](https://x.com/NerdcapK/status/1894834045781188775)  2025-02-26T19:36Z [---] followers, [---] engagements


"@TSOH_Investing Give me that $60 buyout"  
[X Link](https://x.com/NerdcapK/status/1896552848751784155)  2025-03-03T13:26Z [---] followers, [---] engagements


"$UWMC $RKT We just saw the seventh straight weekly decline of US 10-year yields the first time that's happened since [----] h/t Deutsche Bank's Jim Reid We just saw the seventh straight weekly decline of US 10-year yields the first time that's happened since [----] h/t Deutsche Bank's Jim Reid"  
[X Link](https://x.com/NerdcapK/status/1896558838339535273)  2025-03-03T13:50Z [---] followers, [---] engagements


"@Aureliusltd28 Generally UWM is a leaner and more efficient business w/ lower margin and growing customer acquisition. The hedge loss in q4 was a disaster and more so because Mat historically has never hedged"  
[X Link](https://x.com/NerdcapK/status/1896584768776790109)  2025-03-03T15:33Z [---] followers, [--] engagements


"$uwmc $rkt Probably going to see more rate cuts than forecast"  
[X Link](https://x.com/NerdcapK/status/1896588747808125254)  2025-03-03T15:49Z [---] followers, [---] engagements


"Things keep moving in the right direction. $UWMC $Rkt"  
[X Link](https://x.com/NerdcapK/status/1896663515781542342)  2025-03-03T20:46Z [---] followers, [---] engagements


"Also the $uwmc $rkt refi boom thesis I updated my favorite Meme to reflect the changes in management 🥹🙏 https://t.co/fY9QVVbq9w https://t.co/EAm3ULvg65 I updated my favorite Meme to reflect the changes in management 🥹🙏 https://t.co/fY9QVVbq9w https://t.co/EAm3ULvg65"  
[X Link](https://x.com/NerdcapK/status/1896999408287539589)  2025-03-04T19:01Z [---] followers, [---] engagements


"Saying this as a $googl mega bull; Grok [--] is super good and @GoogleDeepMind @GeminiApp @OfficialLoganK need a competitive product soon. My view has been that distribution is the moat and the models are roughly commodities but Grok [--] is a clear out performer. Were rolling out AI Mode to Google One AI Premium subscribers today opt in on Labs. And just like AI Overviews AI Mode will get better with time and feedback. Get details here:https://t.co/k9qfHH83HI Were rolling out AI Mode to Google One AI Premium subscribers today opt in on Labs. And just like AI Overviews AI Mode will get better with"  
[X Link](https://x.com/NerdcapK/status/1897637960004042823)  2025-03-06T13:18Z [---] followers, [---] engagements


"@rcwhalen @H2theRs @IMFpubs @moodysratings I think Fitch weighed in on that already Moody's is conflicted w/ Zandi and the MI entanglement issues"  
[X Link](https://x.com/NerdcapK/status/1898085633815457926)  2025-03-07T18:57Z [---] followers, [--] engagements


"@tickerplus This one is probably going to move the needle too. $crox"  
[X Link](https://x.com/NerdcapK/status/1900283527977120148)  2025-03-13T20:31Z [---] followers, [---] engagements


"$crocs continuing to execute"  
[X Link](https://x.com/NerdcapK/status/1900305073164399060)  2025-03-13T21:56Z [---] followers, [---] engagements


"Will this extend to $crox / HD or mostly hit Sneakers We'll find out soon. Footwear sales -26.2% YoY what in the world This cant be right tariffs or not. https://t.co/NJHhfbTh1O Footwear sales -26.2% YoY what in the world This cant be right tariffs or not. https://t.co/NJHhfbTh1O"  
[X Link](https://x.com/NerdcapK/status/1900480475635790008)  2025-03-14T09:33Z [---] followers, [---] engagements


"@pulte Start retaining MBS at GSEs to crush the spread between 10yr and 30yr FRM It's a win for the gse's as fixed income will increase earnings and for Americans seeking home loans as rates immediately drop"  
[X Link](https://x.com/NerdcapK/status/1900502240583880752)  2025-03-14T11:00Z [---] followers, [---] engagements


"Start retaining MBS at GSEs to crush the spread between 10yr and 30yr FRM It's a win for the gse's as fixed income will increase earnings and for Americans seeking home loans as rates immediately drop. Fannie & Freddie generate over $30 billion of dollars in earnings per year. The Fannie & Freddie Management Teams and I will immediately review their [----] budgets (like business does) to help restore the American Dream for Americans who have been crushed these last [--] years. Fannie & Freddie generate over $30 billion of dollars in earnings per year. The Fannie & Freddie Management Teams and I"  
[X Link](https://x.com/NerdcapK/status/1900502444557091258)  2025-03-14T11:01Z [---] followers, [--] engagements


"@pulte Start retaining MBS at GSEs to crush the spread between 10yr and 30yr FRM It's a win for the gse's as fixed income will increase earnings and for Americans seeking home loans as rates immediately drop"  
[X Link](https://x.com/NerdcapK/status/1900600774310207763)  2025-03-14T17:31Z [---] followers, [---] engagements


"@pulte Privatize raise equity and start retaining MBS at GSEs to crush the spread between 10yr and 30yr FRM It's a win for the gse's as fixed income will increase earnings and for Americans seeking home loans as rates immediately drop"  
[X Link](https://x.com/NerdcapK/status/1900640917272330477)  2025-03-14T20:11Z [---] followers, [---] engagements


"@pulte Start retaining MBS at GSEs to crush the spread between 10yr and 30yr FRM It's a win for the gse's as fixed income will increase earnings and for Americans seeking home loans as rates immediately drop"  
[X Link](https://x.com/NerdcapK/status/1901082234733347313)  2025-03-16T01:24Z [---] followers, [---] engagements


"The buyback machine is still running search traffic is up and the Hey Dude recovery is underway. Also worth noting they are already sitting at their leverage target. so outside of debt coming immediately due all FCF is probably going into high return buybacks. $Crox"  
[X Link](https://x.com/NerdcapK/status/1902722534421975152)  2025-03-20T14:02Z [---] followers, [---] engagements


"@Tkog65 $Crocs stability / low growth + Heydude growth + already allocated buybacks moves equity past $200 imo. If Hey dude doesnt grow its less rosy but still a rerate from here where HD is functionally priced at zero"  
[X Link](https://x.com/NerdcapK/status/1902774651480076580)  2025-03-20T17:30Z [---] followers, [--] engagements


"@updating_priors @mortgagetruth There is a lot of pent up demand on the sidelines. No one wants to buy into a falling market but I think we're going to see plenty of buyers stepping in. Market has been frozen for [--] yrs. Falling prices are local as well plenty of markets still making new highs"  
[X Link](https://x.com/NerdcapK/status/1903124262661116383)  2025-03-21T16:39Z [---] followers, [--] engagements


"@NewsLambert @FannieMae @FreddieMac @ResidentialClub Lance I'm a fan of your work but you should talk to someone other than Mark Zandi. He's very conflicted on the topic represents the mortgage insurance industry and another rating agency disagrees with his conclusions"  
[X Link](https://x.com/NerdcapK/status/1903849599795655114)  2025-03-23T16:41Z [---] followers, [--] engagements


"Looking for $celh to close over $35. $Crox continues to look 💪. Terrance Reilly is busy selling shoes"  
[X Link](https://x.com/NerdcapK/status/1904617149869535449)  2025-03-25T19:31Z [---] followers, [---] engagements


"@WealthyReadings @sama I don't think $googl is going to sell. They'll lean into the infra advantage to get further and further ahead. We already know they own distribution"  
[X Link](https://x.com/NerdcapK/status/1904868081677070766)  2025-03-26T12:08Z [---] followers, [--] engagements


"Make the $uwmc warrants great again"  
[X Link](https://x.com/NerdcapK/status/1907582638740705787)  2025-04-02T23:55Z [---] followers, [--] engagements


"I can hear the refi machine starting up. $RKT $UWMC"  
[X Link](https://x.com/NerdcapK/status/1907779865920614494)  2025-04-03T12:58Z [---] followers, [---] engagements


"Commitment to the lower 10yr. $UWMC $RKT *TRUMP ON MARKET REACTION: IT'S GOING VERY WELL *TRUMP ON MARKET REACTION: IT'S GOING VERY WELL"  
[X Link](https://x.com/NerdcapK/status/1907875299452141674)  2025-04-03T19:18Z [---] followers, [---] engagements


"Mortgage space bull thesis $UWMC $RKT"  
[X Link](https://x.com/NerdcapK/status/1907989432151560599)  2025-04-04T02:51Z [---] followers, [---] engagements


"Update $uwmc $rkt Mortgage space bull thesis $UWMC $RKT https://t.co/NmQ3pdt2ZV Mortgage space bull thesis $UWMC $RKT https://t.co/NmQ3pdt2ZV"  
[X Link](https://x.com/NerdcapK/status/1908114402609373471)  2025-04-04T11:08Z [---] followers, [---] engagements


"$uwmc $uwmc https://t.co/IK4nTwydZC $uwmc https://t.co/IK4nTwydZC"  
[X Link](https://x.com/NerdcapK/status/1908131475095945254)  2025-04-04T12:16Z [---] followers, [---] engagements


"@LoganMohtashami I can hear the $UWMC refi machine from here. Will be interesting to compare numbers from $RKT & @UWMlending ; Mat spoke a lot about doubling business in the correct rate environment on the last call. Seems like that rate environment has arrived. Lifeline to the industry overall"  
[X Link](https://x.com/NerdcapK/status/1908132512779452770)  2025-04-04T12:20Z [---] followers, [---] engagements


"@mortgagetruth It is but over 50% of brokers work w/ UWM. Growing the Broker channel grows UWM & that has been the play Mat has ran for over a decade. I actually saw the $RKT acquisitions as a sign they were going to give up TPO & stop competing w/ $UWMC as it hasn't gone great for them"  
[X Link](https://x.com/NerdcapK/status/1908135223155384464)  2025-04-04T12:31Z [---] followers, [--] engagements


"@Aureliusltd28 Lifeline to mortgage originators. $RKT and $UWMC are printing refi vol right now"  
[X Link](https://x.com/NerdcapK/status/1908138804050907565)  2025-04-04T12:45Z [---] followers, [---] engagements


"$crox $$$ BREAKING: Trump says he just had a 'very productive' call with GS of Vietnam who 'wants to cut their tariffs down to ZERO.' Apparel names popping 🚨 $NKE $LULU $CROX https://t.co/Up7zESmCOz BREAKING: Trump says he just had a 'very productive' call with GS of Vietnam who 'wants to cut their tariffs down to ZERO.' Apparel names popping 🚨 $NKE $LULU $CROX https://t.co/Up7zESmCOz"  
[X Link](https://x.com/NerdcapK/status/1908175558132806051)  2025-04-04T15:11Z [---] followers, [---] engagements


"Not hearing from a lot of the Mortgage Brokers today. Can only assume pipelines are looking good. $rkt $uwmc @GMillerMortgage"  
[X Link](https://x.com/NerdcapK/status/1908214190080246018)  2025-04-04T17:44Z [---] followers, [---] engagements


"$UWMC will do more refi vol than $RKT in q1 and probably in q2 as well. I've been a buyer the last two days. RKT deserves the run it is getting to be clear. Total disrespect to $uwmc here. Total disrespect to $uwmc here"  
[X Link](https://x.com/NerdcapK/status/1908221672261407053)  2025-04-04T18:14Z [---] followers, [---] engagements


"Why is this happening In my view Mat shocked the market with the huge hedge miss in q4 and is still in the woodshed having lost a lot of credibility and having blown up a lot of models. $RKT is well known for refi prowess and $UWMC is associated w/ purchase volume"  
[X Link](https://x.com/NerdcapK/status/1908223764229177519)  2025-04-04T18:22Z [---] followers, [--] engagements


"$UWMC has prepped for a refi market for over a year. I believe with high conviction @Mishbia15 will execute and could be reasonably expected to outpace $RKT in refi vol. UWM is the low cost producer (compared to RKT not other wholesale) w/ excellent customer service"  
[X Link](https://x.com/NerdcapK/status/1908223765835547065)  2025-04-04T18:22Z [---] followers, [--] engagements


"There is a reason $RKT is buying what its buying. They havent been effective in challenging $UWMC for broker attention and the channel continues to grow. leaning into a big refi book makes sense but broker clients are often closely held"  
[X Link](https://x.com/NerdcapK/status/1908223768461287807)  2025-04-04T18:22Z [---] followers, [--] engagements


"@RobTVDC What the impact does a Chinese currency devaluation have on the 10yr"  
[X Link](https://x.com/NerdcapK/status/1909578649755345299)  2025-04-08T12:06Z [---] followers, [--] engagements


"@JohnDoeKnowsGuy AI is bullish for $WBD as well. Production costs are about to drop significantly and the value of the IP is going to increase as more of it can be accessed for less money"  
[X Link](https://x.com/NerdcapK/status/1913234916550062171)  2025-04-18T14:15Z [---] followers, [---] engagements


"@rcwhalen @KatyODonnell_ @POTUS @JeffCoxCNBCcom @federalreserve Truflation is [----] today. Seems like deflation is happening quickly"  
[X Link](https://x.com/NerdcapK/status/1915492285174698294)  2025-04-24T19:45Z [---] followers, [--] engagements


"The first contraction since Q2 [----] $UWMC $RKT Q1 GDP -0.3% Exp. -0.2% Personal Consumption 1.8% Exp. 1.2% Q1 GDP -0.3% Exp. -0.2% Personal Consumption 1.8% Exp. 1.2%"  
[X Link](https://x.com/NerdcapK/status/1917557887376797943)  2025-04-30T12:33Z [---] followers, [---] engagements


"@zerohedge Personal consumption = people trying to beat tariffs"  
[X Link](https://x.com/NerdcapK/status/1917558238708482480)  2025-04-30T12:34Z [---] followers, [----] engagements


"$uwmc $rkt *TRADERS FULLY PRICE FOUR QUARTER-POINT FED CUTS BY END-2025 Powell dragged in kicking and screaming *TRADERS FULLY PRICE FOUR QUARTER-POINT FED CUTS BY END-2025 Powell dragged in kicking and screaming"  
[X Link](https://x.com/NerdcapK/status/1917581736952602997)  2025-04-30T14:08Z [---] followers, [---] engagements


"@TravisHoium $Crocs produced and sold in China are tariff free was my additional read on that math given the 30% share growth and minimal earnings impact"  
[X Link](https://x.com/NerdcapK/status/1920522973703758318)  2025-05-08T16:55Z [---] followers, [--] engagements


"I wonder how much $crox bought back over the last six weeks"  
[X Link](https://x.com/NerdcapK/status/1922336115056410778)  2025-05-13T17:00Z [---] followers, [---] engagements


"$crox JUST IN: The third official #Bitcoin Crocs shoe has officially launched 💥 https://t.co/3IkAuedYqK JUST IN: The third official #Bitcoin Crocs shoe has officially launched 💥 https://t.co/3IkAuedYqK"  
[X Link](https://x.com/NerdcapK/status/1923168087697731931)  2025-05-16T00:06Z [---] followers, [--] engagements


"@rcwhalen @pulte @FHFA @JoeBiden @Experian @FICO_corp @FICO_corp is extortion prices"  
[X Link](https://x.com/NerdcapK/status/1924629026024411637)  2025-05-20T00:51Z [---] followers, [---] engagements


"$WBD gonna have some more debt paydown $$$ Final Destination Bloodlines is off to a killer start with $51.7M at the domestic box office the biggest debut in franchise history for a global start of $105.8M. #FinalDestination Learn more: https://t.co/2X8doKJAvL https://t.co/rxleIXiNQ8 Final Destination Bloodlines is off to a killer start with $51.7M at the domestic box office the biggest debut in franchise history for a global start of $105.8M. #FinalDestination Learn more: https://t.co/2X8doKJAvL https://t.co/rxleIXiNQ8"  
[X Link](https://x.com/NerdcapK/status/1924827657016852627)  2025-05-20T14:00Z [---] followers, [---] engagements


"@truflation @trufnetwork 1.92% is kind of the sweet spot though right"  
[X Link](https://x.com/NerdcapK/status/1924874680399196536)  2025-05-20T17:07Z [---] followers, [---] engagements


"Seems like $googl tools such as VEO [--] are going to make production a lot cheaper for $WBD. IP is worth more. Youtube is going to continue to be a beast"  
[X Link](https://x.com/NerdcapK/status/1924901227042615506)  2025-05-20T18:53Z [---] followers, [---] engagements


"@ai_for_success 100%. I bought some $WBD simply because unlocking their gigantic IP library at a vastly reduced cost is going to be huge for them"  
[X Link](https://x.com/NerdcapK/status/1925281531175538882)  2025-05-21T20:04Z [---] followers, [--] engagements


"@HedgeyeComm @HedgeyeCommBZ Seems like a big deal for folks with underutilized IP libraries too Thinking $wbd"  
[X Link](https://x.com/NerdcapK/status/1925520375477108995)  2025-05-22T11:53Z [---] followers, [--] engagements


"They need to get Terrance on the earnings calls. This should have been done a while ago. $CROX https://t.co/tWqddJlVg2 $CROX https://t.co/tWqddJlVg2 $CROX"  
[X Link](https://x.com/NerdcapK/status/1925544919000666549)  2025-05-22T13:30Z [---] followers, [---] engagements


"When does $wbd partner with $googl for content development"  
[X Link](https://x.com/NerdcapK/status/1925587678029918227)  2025-05-22T16:20Z [---] followers, [---] engagements


"@truflation has been sub 2% for going on three months. This should show up in the CPI/PPI at some point. $UWMC $RKT $TLT"  
[X Link](https://x.com/NerdcapK/status/1925898198268190841)  2025-05-23T12:54Z [---] followers, [--] engagements


".@pulte Is not wrong here the Fed has crushed housing into a recession for years now. Rates are high permits are low and supply is constrained. This wont change until rates are lower. @truflation indicates sub 2% MoM inflation for [--] months running. Jay Powell needs to lower interest rates - enough is enough. President Trump has crushed Bidens inflation and there is no reason not to lower rates. The housing market would be in much better shape if Chairman Powell does this. Jay Powell needs to lower interest rates - enough is enough. President Trump has crushed Bidens inflation and there is no"  
[X Link](https://x.com/NerdcapK/status/1927332642090840111)  2025-05-27T11:54Z [---] followers, [--] engagements


"$FICO has been running an extortion racket for the last [--] months. Thanks for input. Still not happy with FICO. We should be making some decisions on all related items in next 1-3 weeks. Thanks for input. Still not happy with FICO. We should be making some decisions on all related items in next 1-3 weeks"  
[X Link](https://x.com/NerdcapK/status/1927363375287136696)  2025-05-27T13:56Z [---] followers, [---] engagements


"@JohnDoeKnowsGuy $crox figured that out awhile ago. Kinda sad others are now understanding"  
[X Link](https://x.com/NerdcapK/status/1928077246557774017)  2025-05-29T13:13Z [---] followers, [--] engagements


"Palmer with the @HeyDudeShoes $crox https://t.co/ZBaG6zlnYS https://t.co/ZBaG6zlnYS"  
[X Link](https://x.com/NerdcapK/status/1928128996555800593)  2025-05-29T16:39Z [---] followers, [---] engagements


"Great interview Looks like a consent decree is being looked at for release & up list. @Pulte can collapse the spread tomorrow by ordering the GSE's to retain additional MBS on their balance sheets. Spread currently wide as they were forced out of that market & Fed walked away https://t.co/hK8jMKo447 https://t.co/hK8jMKo447"  
[X Link](https://x.com/NerdcapK/status/1928240561732939894)  2025-05-30T00:02Z [---] followers, [--] engagements


"$crox Trump: "We're not looking to make sneakers and t-shirts. We want to make military equipment we want to make big things. We want to do the AI thing with the computers. But the textile -- you know I'm not looking to make t-shirts to be honest. I'm not looking to make socks." https://t.co/9akNynaKc9 Trump: "We're not looking to make sneakers and t-shirts. We want to make military equipment we want to make big things. We want to do the AI thing with the computers. But the textile -- you know I'm not looking to make t-shirts to be honest. I'm not looking to make socks.""  
[X Link](https://x.com/NerdcapK/status/1929323457109459183)  2025-06-01T23:45Z [---] followers, [---] engagements


"@Investy_ And Terrence Reilly taking over marketing for both brands possibly in response to the slow down in core $crox brand. Pretty awesome Crocs is #1 on TT shop and Heydude is #3"  
[X Link](https://x.com/NerdcapK/status/1929982532264612184)  2025-06-03T19:24Z [---] followers, [---] engagements


"@Investy_ @TidefallCapital He's over HD and core $crox now. I think Reese is seeing results with HD recovery and domestic Crocs were starting to lag. Terrance is the man to oversee marketing of both brands"  
[X Link](https://x.com/NerdcapK/status/1930335187138707955)  2025-06-04T18:45Z [---] followers, [--] engagements


"@finchat_io HD seems to have turned the corner and Reilly is in charge of marketing both brands now. You should post the buyback chart. Lots to like at $CROX"  
[X Link](https://x.com/NerdcapK/status/1930680765295034739)  2025-06-05T17:38Z [---] followers, [---] engagements


"@MG_MBS @NorthmanTrader Is that a u-55 Kubota"  
[X Link](https://x.com/NerdcapK/status/1930689249101426838)  2025-06-05T18:12Z [---] followers, [--] engagements


"@Tkog65 $crox"  
[X Link](https://x.com/NerdcapK/status/1931344980351623180)  2025-06-07T13:38Z [---] followers, [--] engagements


"@JohnDoeKnowsGuy Yeah up a pretty quick 20% on $WBD from high 8's. Might just take the win while the execution risk comes into focus. I could see someone like $googl buying studios for IP synergy with VEO. Make DC movies on YouTube and let fans innovate"  
[X Link](https://x.com/NerdcapK/status/1932049923244966020)  2025-06-09T12:19Z [---] followers, [---] engagements


"At some point in the not too distant future $crox is going to be chilling at half the current leverage ratio (already low) still buying back a ton of equity and is going to start paying a dividend because there is nothing else to do w/ the cash gusher (highly doubt more M&A)"  
[X Link](https://x.com/NerdcapK/status/1932086792326451335)  2025-06-09T14:46Z [---] followers, [---] engagements


"CEO is a top [--] shareholder wants his $$$ and wants his reputation restored after HD purchase. HD has bottomed Reilly is in charge of marketing for both brands and global growth is happening. Bullish for $Crox"  
[X Link](https://x.com/NerdcapK/status/1932087300986470481)  2025-06-09T14:48Z [---] followers, [---] engagements


"I sold the $WBD rip this morning. Might have to buy back in a lot sooner than I thought on the beat down"  
[X Link](https://x.com/NerdcapK/status/1932160575766986762)  2025-06-09T19:39Z [---] followers, [---] engagements


"I may get that $8 entry I was looking for $wbd S&P cut Warner Bros.' unsecured bond ratings deeper into junk status after the media company announced it was splitting up and said that its reviewing downgrading other ratings of the company https://t.co/rxofNGMfFR S&P cut Warner Bros.' unsecured bond ratings deeper into junk status after the media company announced it was splitting up and said that its reviewing downgrading other ratings of the company https://t.co/rxofNGMfFR"  
[X Link](https://x.com/NerdcapK/status/1932246112947064941)  2025-06-10T01:19Z [---] followers, [---] engagements


"@7Innovator @TotaLinsanity1 Surging growth in China and looking for good numbers in India now as well with local manufacturing up and running. Lots to like w/ $Crox"  
[X Link](https://x.com/NerdcapK/status/1933137986419298484)  2025-06-12T12:23Z [---] followers, [--] engagements


"An interesting thought on $Crox: Given brand focus on young & hip consumer they might consider using some of the cash gusher to put $BTC on the balance sheet. It's an alignment with the demo they're after and would spark a lot of conversation. Saying this as a crypto agnostic"  
[X Link](https://x.com/NerdcapK/status/1933258321441796557)  2025-06-12T20:21Z [---] followers, [---] engagements


"@tickerplus They sold out of $1600 and $800 luxury $crox this qtr. Data is likely to be lumpy with weird ASP outliers"  
[X Link](https://x.com/NerdcapK/status/1933615168560255118)  2025-06-13T19:59Z [---] followers, [---] engagements


"@tickerplus Swarovski collab. During the Bard conference CEO noted they quickly sold out and they're now targeting more affluent consumers in China and the Middle East"  
[X Link](https://x.com/NerdcapK/status/1933616942025228736)  2025-06-13T20:06Z [---] followers, [---] engagements


"@tickerplus They seem to have nearly doubled in the aftermarket. $Crox likely has additional pricing power on the margins"  
[X Link](https://x.com/NerdcapK/status/1933619554833650164)  2025-06-13T20:16Z [---] followers, [---] engagements


"@Al83370272 It's the 18-29 yr olds who drive the culture and keep the brand relevant. Think of it as marketing spend. We can certainly disagree as well. Reality is they have lots of fcf coming in and not a lot to spend it on"  
[X Link](https://x.com/NerdcapK/status/1934071658567844223)  2025-06-15T02:13Z [---] followers, [--] engagements


"@valuations_ @onlyalphalpha $VFC has been a market share donor to $Crox in the casual space; I'm not sure why that would really change going forward"  
[X Link](https://x.com/NerdcapK/status/1934637651606335753)  2025-06-16T15:42Z [---] followers, [---] engagements


"@Al83370272 @PutProfit @tickerplus I think they can sell enough shoes in China/ India/ other new markets to reignite growth. This is a global brand that's figured out high impact micro targeted viral marketing. $Crox"  
[X Link](https://x.com/NerdcapK/status/1934743167745839324)  2025-06-16T22:41Z [---] followers, [--] engagements


"@LoganMohtashami Looks like deflation"  
[X Link](https://x.com/NerdcapK/status/1937325511761686764)  2025-06-24T01:42Z [---] followers, [--] engagements


"@JohnDoeKnowsGuy Booked 102% profit on $CELH today. Will buy more on a pullback"  
[X Link](https://x.com/NerdcapK/status/1937600765574692895)  2025-06-24T19:56Z [---] followers, [--] engagements


"When does $googl litigate Open AI for skimming YouTube"  
[X Link](https://x.com/NerdcapK/status/1937612136932593923)  2025-06-24T20:41Z [---] followers, [---] engagements


"$crox SCOOP: Team Trump says its close to announcing a handful of trade deals my Wall Street sources with contacts in the White House tell me. I know weve heard this before but the big ones that the White House says theyre making progress on involve Japan also South Korea and SCOOP: Team Trump says its close to announcing a handful of trade deals my Wall Street sources with contacts in the White House tell me. I know weve heard this before but the big ones that the White House says theyre making progress on involve Japan also South Korea and"  
[X Link](https://x.com/NerdcapK/status/1937653030402560232)  2025-06-24T23:24Z [---] followers, [---] engagements


"Too bad the Fed doesn't care about this. cc: @pulte US housing construction is dead with current mortgage rates https://t.co/A5q05EDZlH US housing construction is dead with current mortgage rates https://t.co/A5q05EDZlH"  
[X Link](https://x.com/NerdcapK/status/1937958420688109959)  2025-06-25T19:37Z [---] followers, [--] engagements

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