# ![@Nietschecapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2294479415.png) @Nietschecapital Nietzsche F. Capital

Nietzsche F. Capital posts on X about $app, $rddt, applovin, meta the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2294479415/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2294479415/c:line/m:interactions.svg)

- [--] Week [-------] +113%
- [--] Month [-------] +3,726%
- [--] Months [---------] +155%
- [--] Year [---------] +235%

### Mentions: [---] [#](/creator/twitter::2294479415/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2294479415/c:line/m:posts_active.svg)

- [--] Week [---] +41%
- [--] Month [---] +766%
- [--] Months [---] +34%
- [--] Year [-----] +50%

### Followers: [-----] [#](/creator/twitter::2294479415/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2294479415/c:line/m:followers.svg)

- [--] Week [-----] +16%
- [--] Month [-----] +51%
- [--] Months [-----] +101%
- [--] Year [-----] +239%

### CreatorRank: [------] [#](/creator/twitter::2294479415/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2294479415/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #935 [technology brands](/list/technology-brands)  31.58% [finance](/list/finance)  22.37% [social networks](/list/social-networks)  19.74% [cryptocurrencies](/list/cryptocurrencies)  #6393 [automotive brands](/list/automotive-brands)  1.32%

**Social topic influence**
[$app](/topic/$app) #4, [$rddt](/topic/$rddt) #10, [applovin](/topic/applovin) #4, [meta](/topic/meta) #3675, [app](/topic/app) #1119, [ai](/topic/ai) #6112, [company](/topic/company) #772, [$meta](/topic/$meta) #114, [market](/topic/market) #1552, [in the](/topic/in-the) 3.95%

**Top accounts mentioned or mentioned by**
[@mathlonning](/creator/undefined) [@jonahlupton](/creator/undefined) [@3plantey2](/creator/undefined) [@ad_quant](/creator/undefined) [@dogballscapital](/creator/undefined) [@axonadsmanager](/creator/undefined) [@lovinapplovin](/creator/undefined) [@eniac](/creator/undefined) [@dversepr](/creator/undefined) [@applovin](/creator/undefined) [@mfcamillus](/creator/undefined) [@mikimmykim](/creator/undefined) [@adquant](/creator/undefined) [@morganwu8](/creator/undefined) [@adam](/creator/undefined) [@shaikrafi27](/creator/undefined) [@douchebag168](/creator/undefined) [@logisticsflows](/creator/undefined) [@eddiejones26905](/creator/undefined) [@editorstoppick](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Pinterest, Inc. (PINS)](/topic/$pins) [Cloudflare, Inc. (NET)](/topic/$net) [The Root Network (ROOT)](/topic/$root) [Tesla, Inc. (TSLA)](/topic/$tsla) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Micron Technology, Inc. (MU)](/topic/$mu) [Sandisk Corporation (SNDK)](/topic/$sndk) [Alliance Fan Token (ALL)](/topic/$all) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [DLocal Limited (DLO)](/topic/$dlo) [4 (FOUR)](/topic/$four) [ServiceNow Inc (NOW)](/topic/servicenow) [Snowflake Inc. (SNOW)](/topic/$snow) [Rubrik, Inc.  (RBRK)](/topic/$rbrk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$app and $root remain the only [--] stocks I have complete conviction in. no position in Root yet"  
[X Link](https://x.com/Nietschecapital/status/2018377010704183591)  2026-02-02T17:32Z [----] followers, [----] engagements


"fuck I should have bought more than [---] $app market is getting too smart this is flipping green before the cal"  
[X Link](https://x.com/Nietschecapital/status/2021695411786776810)  2026-02-11T21:18Z [----] followers, [----] engagements


"$app is not growing 18% yoy guide. they had mobile gaming revenue in q1 of last year and they sold that off in q2 so it's the final comping of it @celtics1844 thats including the business they sold off @celtics1844 thats including the business they sold off"  
[X Link](https://x.com/Nietschecapital/status/2021696148595994866)  2026-02-11T21:21Z [----] followers, 16.2K engagements


"I may start a fund that just buys stocks after a short report. $hims got hit with [--] last year and easiest buy the dip and now $tmdx"  
[X Link](https://x.com/Nietschecapital/status/1877777313670054350)  2025-01-10T17:59Z [----] followers, [----] engagements


"$app holy fuck Adam did fuck the S&P committe's wife"  
[X Link](https://x.com/Nietschecapital/status/1944873284371407193)  2025-07-14T21:34Z [----] followers, [----] engagements


"$tmdx earnings estimate: Revenue q2: [---] ADJ EBITDA margin: 28% FY guide : 610-630"  
[X Link](https://x.com/Nietschecapital/status/1950561625359999406)  2025-07-30T14:18Z [----] followers, [----] engagements


"$app going to beat by 40% $RDDT CRUSHED EARNINGS Sales $499M vs Est. $426M EPS $0.45 vs Est. $0.19 EBITDA $167M vs. Est. $129M Q3 Outlook Sales $540M vs. Est. $473M EBITDA $190M vs. Est. $160M https://t.co/ik8Lulkx4i $RDDT CRUSHED EARNINGS Sales $499M vs Est. $426M EPS $0.45 vs Est. $0.19 EBITDA $167M vs. Est. $129M Q3 Outlook Sales $540M vs. Est. $473M EBITDA $190M vs. Est. $160M https://t.co/ik8Lulkx4i"  
[X Link](https://x.com/Nietschecapital/status/1951012657219445233)  2025-07-31T20:10Z [----] followers, [----] engagements


"to anyone who follows me knows $app numbers are 10x better. Also know that app needs perfect numbers to justify 10x cheaper valuation. we need better shareholders $PLTR is a one of a kind company. Revenue +48% YoY US revenue +68% YoY Government revenue +49% YoY Commercial growth 93% YoY 94% rule of [--] 32% GAAP margin 46% operating margins Massive guidance raise The reality is we havent seen a company of this scale on the brink of a $PLTR is a one of a kind company. Revenue +48% YoY US revenue +68% YoY Government revenue +49% YoY Commercial growth 93% YoY 94% rule of [--] 32% GAAP margin 46%"  
[X Link](https://x.com/Nietschecapital/status/1952516922446422242)  2025-08-04T23:48Z [----] followers, [----] engagements


"NIETSCHZE CAPITAL DOES IT AGAIN $APP AND $HOOD"  
[X Link](https://x.com/Nietschecapital/status/1964077725401948218)  2025-09-05T21:26Z [----] followers, [----] engagements


"$app over 700"  
[X Link](https://x.com/Nietschecapital/status/1972658735706190335)  2025-09-29T13:44Z [----] followers, [----] engagements


"$app is not under an investigation but under a PROBE key difference"  
[X Link](https://x.com/Nietschecapital/status/1975304268614967298)  2025-10-06T20:56Z [----] followers, [----] engagements


"I always tip my hat to great manipulation cheers to $app shorts on getting a chance to get out before q3 earnings call and the guide for q4 with E-com being opened up"  
[X Link](https://x.com/Nietschecapital/status/1975306074887758328)  2025-10-06T21:04Z [----] followers, [----] engagements


"300 more $root shares at [-----]. [----] in total now. taking this into earnings expecting short covering from here"  
[X Link](https://x.com/Nietschecapital/status/1985356215497396714)  2025-11-03T14:39Z [----] followers, [----] engagements


"$lc $odd $celh $dlo $four $pypl $pgy so many good value plays trading at all time low multiples"  
[X Link](https://x.com/Nietschecapital/status/1993007644718907863)  2025-11-24T17:23Z [----] followers, [---] engagements


"$app would just like to thank my sexy GF for waking me up at [--] in the morning 😘😘😘😘😘 @mathlonning [---] [---] [---] 😉😉😉😉😉 @mathlonning [---] [---] [---] 😉😉😉😉😉"  
[X Link](https://x.com/Nietschecapital/status/2013676389837185327)  2026-01-20T18:13Z [----] followers, [----] engagements


"$app this may be the most bullish thing for Applovin ive ever seen. everyone wants to talk about E-Com but remember 85% of Applovin revenue is mobile gaming and growing over 50% a year Agentic coding is causing an explosion in app creation Incredibly bullish for GOOGL and META. Get ready to pay the CAC tax https://t.co/oCTkHrjdIX Agentic coding is causing an explosion in app creation Incredibly bullish for GOOGL and META. Get ready to pay the CAC tax https://t.co/oCTkHrjdIX"  
[X Link](https://x.com/Nietschecapital/status/2014352408080486852)  2026-01-22T15:00Z [----] followers, 12.9K engagements


"@DA_Capital_ buy the APPX shares"  
[X Link](https://x.com/Nietschecapital/status/2014355901197537397)  2026-01-22T15:14Z [----] followers, [---] engagements


"$app just what I said in my long report 😉😉 @markflowchatter $APP "We now think ecommerce revenue will grow from $191M in 4Q25 to $251M in 1Q26" Needham but then again BofA highlights - "Our investor conversations suggest buyside 4Q revenue expectations at $1.65bn avg with eComm models at $150-300mn ($270mn avg)" @markflowchatter $APP "We now think ecommerce revenue will grow from $191M in 4Q25 to $251M in 1Q26" Needham but then again BofA highlights - "Our investor conversations suggest buyside 4Q revenue expectations at $1.65bn avg with eComm models at $150-300mn ($270mn avg)""  
[X Link](https://x.com/Nietschecapital/status/2015876729437311302)  2026-01-26T19:57Z [----] followers, [----] engagements


"$pins with the single greatest overreaction to the most positive news they could announce ive ever seen"  
[X Link](https://x.com/Nietschecapital/status/2016165198369837499)  2026-01-27T15:03Z [----] followers, [----] engagements


"$pins should fire 80% of employees and ill be full port long with options $pins with the single greatest overreaction to the most positive news they could announce ive ever seen $pins with the single greatest overreaction to the most positive news they could announce ive ever seen"  
[X Link](https://x.com/Nietschecapital/status/2016165874130981079)  2026-01-27T15:06Z [----] followers, [----] engagements


"$pins trading less than 10x [----] EV/FCF expected to grow mid double digits revenue next couple of years"  
[X Link](https://x.com/Nietschecapital/status/2016166767849083270)  2026-01-27T15:09Z [----] followers, [----] engagements


"after that $meta rev guide im so tempted to just full port $app and not look for a year"  
[X Link](https://x.com/Nietschecapital/status/2016623351247045076)  2026-01-28T21:24Z [----] followers, 15.9K engagements


"I WILL SAY IT ONE MORE TIME $APP IS WHAT EVERYONE WANTS $META TO BE"  
[X Link](https://x.com/Nietschecapital/status/2016623904345686062)  2026-01-28T21:26Z [----] followers, [----] engagements


"$app is going to grow revenue over 100% next year with 80% operating margins and 70% FCF margins and trade at [--] PE 😂😂😂😂😂"  
[X Link](https://x.com/Nietschecapital/status/2016658347710087232)  2026-01-28T23:43Z [----] followers, 23.7K engagements


"$now my second biggest position ServiceNow is in its largest drawdown ever. $NOW https://t.co/QobGM2pQOY ServiceNow is in its largest drawdown ever. $NOW https://t.co/QobGM2pQOY"  
[X Link](https://x.com/Nietschecapital/status/2016914556027576597)  2026-01-29T16:41Z [----] followers, [----] engagements


"$snow should be down 90% if $now is down on this print"  
[X Link](https://x.com/Nietschecapital/status/2016919281422733646)  2026-01-29T17:00Z [----] followers, [----] engagements


"in no world should $rddt be down today. this is just how flows driven the market is"  
[X Link](https://x.com/Nietschecapital/status/2016956410928447968)  2026-01-29T19:27Z [----] followers, [----] engagements


"@AxonAdsManager does this mean the platform will be open to all very soon 😉😉"  
[X Link](https://x.com/Nietschecapital/status/2016994884402532742)  2026-01-29T22:00Z [----] followers, [---] engagements


"$app another one from them. expect customer count to really start to accelerate Pumped to partner with AppLovin and offer this to our customers Pumped to partner with AppLovin and offer this to our customers"  
[X Link](https://x.com/Nietschecapital/status/2016999637958234393)  2026-01-29T22:19Z [----] followers, [----] engagements


"$app so google announces they are building there own game engine. this is so bullish for app more games in the ecosystem more potential revenue for APP. APP no longer sells third party games and let me remind you guys that $goog already competes with app with Admob and have been"  
[X Link](https://x.com/Nietschecapital/status/2017267158066028876)  2026-01-30T16:02Z [----] followers, [----] engagements


"$app the mobile gaming ecosystem just had it's Chatgpt moment. APP is going to reaccelerate revenue on this"  
[X Link](https://x.com/Nietschecapital/status/2017286975028396512)  2026-01-30T17:21Z [----] followers, [----] engagements


"$app people want to know my APP bear case is Apple getting into Ads. that's it any more regulation from apple will be viewed as a positive because it will set competition back further. I do believe Apple could have big App store data advantage over APP"  
[X Link](https://x.com/Nietschecapital/status/2017296597210587549)  2026-01-30T17:59Z [----] followers, [----] engagements


"$APP trading at 32X forward GAAP PE and 32x FCF. 83% Ebitda margins 65% FCF margins and revenue growth currently at 70% with a new vertical the CEO quotes as the most promising vertical he's seen. remember E-com isn't even fully opened to all"  
[X Link](https://x.com/Nietschecapital/status/2017347091266191563)  2026-01-30T21:20Z [----] followers, [----] engagements


"$app who in there right mind actually sold this before earnings have you guys not seen there last [--] reports. phenomenal execution. I've yet to see another company execute as well as Applovin"  
[X Link](https://x.com/Nietschecapital/status/2017347905196113921)  2026-01-30T21:23Z [----] followers, [----] engagements


"$app did everyone just forget the revenue growth and guide $meta just put up. the Ad market is the strongest it's been in a long long time"  
[X Link](https://x.com/Nietschecapital/status/2017348330091684006)  2026-01-30T21:24Z [----] followers, [----] engagements


"$app in one year of launch and the product not open to all or available to Europe Applovin has a higher marketshare than Youtube and Tiktok. [--] [---] billion dollar companies. lets remember what we own here $APP Before January 5th e-commerce apps will show a significant decline compared to Black Friday which is a normal seasonal trend. Northbeam's data shows a 30% drop over two weeks but I believe the actual decline will be greater than 30% from Black Friday peak. However it https://t.co/ozPfFUj1ha $APP Before January 5th e-commerce apps will show a significant decline compared to Black Friday"  
[X Link](https://x.com/Nietschecapital/status/2017350925694763291)  2026-01-30T21:35Z [----] followers, [----] engagements


"@Hawaiitrader you haven't been with the company that often have you this happens every quarter. $app is much cheaper than $now. 20% revenue growth vs 70%. theres no AI threat narrative with a company growing 70%"  
[X Link](https://x.com/Nietschecapital/status/2017795533885104217)  2026-02-01T03:01Z [----] followers, [---] engagements


"$app if you aren't thinking on a Saturday night about what Adam is going to do the shorts and the panic sellers in [--] days you are never going to make it"  
[X Link](https://x.com/Nietschecapital/status/2017795975658525138)  2026-02-01T03:03Z [----] followers, [----] engagements


"Only Daddy Karp can save software at this point"  
[X Link](https://x.com/Nietschecapital/status/2018143708160348599)  2026-02-02T02:05Z [----] followers, [---] engagements


"$app everyone get this out. they made up a fake narrative to shake everyone out 🤣🤣🤣🤣🤣🤣 So Meta is not back They rolled out a double ad format so users cannot click out but obviously after two days retention was shit. All the news last friday was to bring $app stock down. this is ridiculous https://t.co/AAwD2mQAJ2 So Meta is not back They rolled out a double ad format so users cannot click out but obviously after two days retention was shit. All the news last friday was to bring $app stock down. this is ridiculous https://t.co/AAwD2mQAJ2"  
[X Link](https://x.com/Nietschecapital/status/2018326468149793120)  2026-02-02T14:11Z [----] followers, [----] engagements


"so happy I loaded up heavy on the $appx shares did sell some late Friday night but still wow"  
[X Link](https://x.com/Nietschecapital/status/2018326602640134513)  2026-02-02T14:12Z [----] followers, [---] engagements


"$app what a day to be alive $APP : Piper Sandler reiterates maintains  $ Analyst sees strong gaming momentum views valuation as compelling and downplays fears over $META META bidding and $GOOGL Googles Genie. https://t.co/HkbEMpT9lY $APP : Piper Sandler reiterates maintains  $ Analyst sees strong gaming momentum views valuation as compelling and downplays fears over $META META bidding and $GOOGL Googles Genie. https://t.co/HkbEMpT9lY"  
[X Link](https://x.com/Nietschecapital/status/2018327971052810521)  2026-02-02T14:17Z [----] followers, [----] engagements


"$app Adam is definitely on twitter reading what we are saying @dogballscapital"  
[X Link](https://x.com/Nietschecapital/status/2018360578553623026)  2026-02-02T16:27Z [----] followers, [---] engagements


"$app pumper Adam was not on our bingo cards but it's going to happen. not to pump the stock but to pump the awareness for Axon with regards to E-com and other verticals"  
[X Link](https://x.com/Nietschecapital/status/2018362398554431495)  2026-02-02T16:34Z [----] followers, [----] engagements


"$App "These models now predict expected value distributions many days into the future with enough precision to support real-time capital allocation across e-commerce subscription services and other verticals.""  
[X Link](https://x.com/Nietschecapital/status/2018362650053292259)  2026-02-02T16:35Z [----] followers, [----] engagements


"$app correct me if im wrong but doesn't higher CPM's mean more money in Applovins pocket a higher take rate and then they pay out advertisers from there. im pretty sure Adam talked about this in recent earnings call $app what a day to be alive $app what a day to be alive"  
[X Link](https://x.com/Nietschecapital/status/2018365870741823988)  2026-02-02T16:48Z [----] followers, [----] engagements


"@mehtapraful123 @AxonAdsManager @AppLovin Meta isn't even in Mobile yet so why are we talking about it"  
[X Link](https://x.com/Nietschecapital/status/2018379214550859950)  2026-02-02T17:41Z [----] followers, [---] engagements


"@mehtapraful123 @AxonAdsManager @AppLovin what competitive advantage does Meta have in gaming"  
[X Link](https://x.com/Nietschecapital/status/2018410999544529078)  2026-02-02T19:47Z [----] followers, [---] engagements


"@Ad_Quant @mehtapraful123 @AxonAdsManager @AppLovin the voice of reason out here. I promote you to CTO of Applovin twitter. thank you for your service"  
[X Link](https://x.com/Nietschecapital/status/2018420848269418865)  2026-02-02T20:26Z [----] followers, [---] engagements


"@ManthanTweets1 @WisemanCap there is no $rbrk bear case rn just negative flows. wait until earnings"  
[X Link](https://x.com/Nietschecapital/status/2018424897098178727)  2026-02-02T20:42Z [----] followers, [---] engagements


"funny thing is $pltr is still not putting up $app numbers 😂😂😂😂😂"  
[X Link](https://x.com/Nietschecapital/status/2018431848074957096)  2026-02-02T21:10Z [----] followers, [----] engagements


"@arny_trezzi Arny check out Applovin"  
[X Link](https://x.com/Nietschecapital/status/2018438233726558331)  2026-02-02T21:35Z [----] followers, [---] engagements


"@StockMarketNerd wait until Applovin reports next Wednesday and you will find out"  
[X Link](https://x.com/Nietschecapital/status/2018438420238868825)  2026-02-02T21:36Z [----] followers, [---] engagements


"@ZaStocks Applovin has executed better than both"  
[X Link](https://x.com/Nietschecapital/status/2018445120027402329)  2026-02-02T22:03Z [----] followers, [---] engagements


"guys on every $pltr post saying how great that quarter is I want to see an $app comment. lets get this momentum going and start building awareness around the name and build out a cult. it's war against the shorts"  
[X Link](https://x.com/Nietschecapital/status/2018445427750953018)  2026-02-02T22:04Z [----] followers, [----] engagements


"@AxonAdsManager @AppLovin @adam can we please get an investor day this year to build awareness around the brand and company. Also merch store would be incredible. Yours truly Nietzsche Capital leader of the APP cult"  
[X Link](https://x.com/Nietschecapital/status/2018447412243706296)  2026-02-02T22:12Z [----] followers, [----] engagements


"@dogballscapital @AxonAdsManager @AppLovin @Adam @MattStumpf that has to be him too 🤣🤣🤣🤣🤣🤣. we knew they were lerking"  
[X Link](https://x.com/Nietschecapital/status/2018449507705344224)  2026-02-02T22:20Z [----] followers, [---] engagements


"@dogballscapital @AxonAdsManager @AppLovin @Adam @MattStumpf i've got a feeling Matt isn't the biggest fan of us but we know Adam loves us and we still support Matt big time. he will come around"  
[X Link](https://x.com/Nietschecapital/status/2018449653327356272)  2026-02-02T22:21Z [----] followers, [---] engagements


"@dogballscapital that's my god damn CFO of Applovin twitter right there"  
[X Link](https://x.com/Nietschecapital/status/2018452930379256295)  2026-02-02T22:34Z [----] followers, [---] engagements


"@DuyTruong127716 @joecarlsonshow not even close either. Meta is just ridiculous with there spend"  
[X Link](https://x.com/Nietschecapital/status/2018454418664927463)  2026-02-02T22:40Z [----] followers, [--] engagements


"@tickerplus what are you guys projecting for $app and $rddt"  
[X Link](https://x.com/Nietschecapital/status/2018459117325861139)  2026-02-02T22:58Z [----] followers, [----] engagements


"@DuyTruong127716 @AxonAdsManager @AppLovin @Adam we love you Duy"  
[X Link](https://x.com/Nietschecapital/status/2018474778492031225)  2026-02-03T00:01Z [----] followers, [---] engagements


"the $app community is nothing like the $pltr or all the other cult communities. some incredibly sharp people on here and can't wait to learn more from all of you guys not just from $app but off of future potential investments"  
[X Link](https://x.com/Nietschecapital/status/2018654569174344102)  2026-02-03T11:55Z [----] followers, [----] engagements


"@roanokecap mind boggling how a company growing 70% a year with growing margins can be seen as an AI threat"  
[X Link](https://x.com/Nietschecapital/status/2018705535290270137)  2026-02-03T15:18Z [----] followers, [---] engagements


"@shaikrafi27 @Ad_Quant @MF_Camillus @mathlonning @dogballscapital"  
[X Link](https://x.com/Nietschecapital/status/2018841631571706249)  2026-02-04T00:18Z [----] followers, [--] engagements


"@shaikrafi27 @Ad_Quant @MF_Camillus @mathlonning @dogballscapital @LovinAppLovin yes thats another great one"  
[X Link](https://x.com/Nietschecapital/status/2018846171142517054)  2026-02-04T00:36Z [----] followers, [--] engagements


"@beTochMam I kind of agree here but APP leverages AI much better and will compound share price faster due to the hype around hyper growth. id rather own app as a stock and TTD as a PE investment"  
[X Link](https://x.com/Nietschecapital/status/2018949024213033263)  2026-02-04T07:25Z [----] followers, [---] engagements


"$app I am so happy I overslept I would have been loading so heavy early morning at a much higher price"  
[X Link](https://x.com/Nietschecapital/status/2019084868248887625)  2026-02-04T16:25Z [----] followers, [----] engagements


"everyone this is your $app moat which can't be vibe coded. you should be so grateful for this dip $app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we win are exclusive to us and benefit solely the advertisers $app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we"  
[X Link](https://x.com/Nietschecapital/status/2019086176477471029)  2026-02-04T16:30Z [----] followers, [----] engagements


"@AppLovin @AxonAdsManager can we please just release q4 numbers today and save guidance and the call for a week from now. most people don't know what they own and it would put an end to this nonsense"  
[X Link](https://x.com/Nietschecapital/status/2019088142632968560)  2026-02-04T16:38Z [----] followers, [----] engagements


"@eniac the best time to buy is peak fear markets are lumping all of software in together. I hope the market will realize very soon that AI is a tailwind for APP and if im right I win big. If i'm wrong I lose a lot but you need to take this bet everytime it's offered especially for"  
[X Link](https://x.com/Nietschecapital/status/2019089507727925313)  2026-02-04T16:43Z [----] followers, [---] engagements


"@eniac someone young like me"  
[X Link](https://x.com/Nietschecapital/status/2019089537721393590)  2026-02-04T16:43Z [----] followers, [---] engagements


"this is a fundamental misunderstanding of the business. App job is to see the whole mobile gaming ecosystem and place the right gaming ad into another game. how could one game know which game to place there ad into if they don't have data from the other add @Nietschecapital @LovinAppLovin In the end apps position feels weak if they do not own their own traffic like Meta Google does. That is probably any negative news can sink the stock @Nietschecapital @LovinAppLovin In the end apps position feels weak if they do not own their own traffic like Meta Google does. That is probably any negative"  
[X Link](https://x.com/Nietschecapital/status/2019092588569972831)  2026-02-04T16:56Z [----] followers, [----] engagements


"@Mikimmykim @mathlonning I disagree if you really believe in AI and vibecoding that's PLTR business model as middle man"  
[X Link](https://x.com/Nietschecapital/status/2019099487931596904)  2026-02-04T17:23Z [----] followers, [--] engagements


"@3Plantey2 incredible take Shrimp. you do a great job understanding how retarded the average boomer investor holding tons of capital. I really don't know how these people have jobs. semis will be next and software will then go higher"  
[X Link](https://x.com/Nietschecapital/status/2019113432591507562)  2026-02-04T18:18Z [----] followers, [--] engagements


"@3Plantey2 yes I can totally see this 😂😂 also so many god damn chart guys in the market it's getting insufferable. cults I understand but the chart and squiggly line guys piss me off"  
[X Link](https://x.com/Nietschecapital/status/2019114274669367632)  2026-02-04T18:22Z [----] followers, [--] engagements


"@3Plantey2 absolutely ridiculous $app remains the only investable advertising company"  
[X Link](https://x.com/Nietschecapital/status/2019157555747143762)  2026-02-04T21:14Z [----] followers, [---] engagements


"$meta and $goog have now beaten on ads and showed accelerating ad growth meanwhile. AD stocks and not software stocks are down over 40% in one month"  
[X Link](https://x.com/Nietschecapital/status/2019161946092892568)  2026-02-04T21:31Z [----] followers, [----] engagements


"once again this has to be unprecedented. if any stocks should be down it should be $meta and $goog as they are basically just Jenson's bitch @3Plantey2"  
[X Link](https://x.com/Nietschecapital/status/2019162131464351970)  2026-02-04T21:32Z [----] followers, [----] engagements


"great analysis DBC and it's not just up to Adam but up to us to get this story out every applovin shareholder knows just how much cheaper we are than Meta and Google now we just have to show others the facts and they will realize it too Weve seen what we had to from $META and $GOOG from the advertising side Now its time for Adam to show why $APP is more profitable leaner and simply better Weve seen what we had to from $META and $GOOG from the advertising side Now its time for Adam to show why $APP is more profitable leaner and simply better"  
[X Link](https://x.com/Nietschecapital/status/2019173384798842989)  2026-02-04T22:17Z [----] followers, [----] engagements


"no position not my style of investing but it should have been with how the market is reacting lately"  
[X Link](https://x.com/Nietschecapital/status/2019196031255404749)  2026-02-04T23:47Z [----] followers, [---] engagements


"@mathlonning over $app"  
[X Link](https://x.com/Nietschecapital/status/2019505601189970145)  2026-02-05T20:17Z [----] followers, [---] engagements


"@mathlonning $app has better numbers all around and much more FCF-SBC it definitely deserves a higher market cap over PLTR but I understand the cult effect. but the APP cult will be bigger one day 😉😉"  
[X Link](https://x.com/Nietschecapital/status/2019509408875835710)  2026-02-05T20:32Z [----] followers, [---] engagements


"@3Plantey2 @DivesTech do you count app as software"  
[X Link](https://x.com/Nietschecapital/status/2019512220246524374)  2026-02-05T20:43Z [----] followers, [--] engagements


"@3Plantey2 @DivesTech I think $now is also like [--] or 50x forward GAAP while APP is 20x GAAP growing much faster so even if Now product is more sticky no way it deserves a 100% higher valuation"  
[X Link](https://x.com/Nietschecapital/status/2019513786076451005)  2026-02-05T20:49Z [----] followers, [---] engagements


"@lajit6384 id have a heart attack if they did 25% qoq"  
[X Link](https://x.com/Nietschecapital/status/2019541250836160577)  2026-02-05T22:38Z [----] followers, [---] engagements


"@Pharmdca $rddt and $amzn big beat on ads"  
[X Link](https://x.com/Nietschecapital/status/2019587687012000100)  2026-02-06T01:43Z [----] followers, [---] engagements


"if BTC can go above 80k $app may have a chance to bounce 10% 🤣🤣🤣🤣🤣🤣🤣"  
[X Link](https://x.com/Nietschecapital/status/2019770624093167914)  2026-02-06T13:50Z [----] followers, [----] engagements


"$rddt major overreaction just wow"  
[X Link](https://x.com/Nietschecapital/status/2019785735688147135)  2026-02-06T14:50Z [----] followers, [----] engagements


"@mukund applovin 60% for q4 on the guide. they sold there mobile games biz"  
[X Link](https://x.com/Nietschecapital/status/2019812563736006669)  2026-02-06T16:36Z [----] followers, [---] engagements


"first time in a while the market is acting rationally. all of big tech besides Nvidia an Apple should be down every day until they stop the egregious capex spend. all that money should flow into other companies"  
[X Link](https://x.com/Nietschecapital/status/2019818110908506504)  2026-02-06T16:58Z [----] followers, [---] engagements


"@KabraxFX sold my $appx shares to buy 2k shares of $root and im not done will buy more closer to earnings"  
[X Link](https://x.com/Nietschecapital/status/2019818994799460491)  2026-02-06T17:02Z [----] followers, [---] engagements


"there is no way there is any $now $pypl or $crm shareholders left they had to have jumped off a bridge today. this price action for them just isn't fair especially on a day like today"  
[X Link](https://x.com/Nietschecapital/status/2019823430980497795)  2026-02-06T17:20Z [----] followers, [----] engagements


"@MF_Camillus @Midnight_Captl I don't see how they are getting any return on there spend rn in profits. how much can OCF go up 20% that's as much more as they can spend next year from a 100% increase this year"  
[X Link](https://x.com/Nietschecapital/status/2019831121383764387)  2026-02-06T17:50Z [----] followers, [--] engagements


"@MF_Camillus @Midnight_Captl im talking about from the Nvidia perspective big tech can't increase capex by more than 20% next year as they don't have the money to. So capex spend will go from 100% YOY to 20% at best YOY. Google didn't need to all of this from an earnings perspective as search has been accel"  
[X Link](https://x.com/Nietschecapital/status/2019841178376740930)  2026-02-06T18:30Z [----] followers, [--] engagements


"@MF_Camillus @Midnight_Captl erating. they could have been more like APP and had a lean founder mode team build a better AI ad algorithm to maximize spend. instead of trying to build this ChatGPT type thing which is a race to bottom and I don't see how it will be a better search than google already search"  
[X Link](https://x.com/Nietschecapital/status/2019841719907545447)  2026-02-06T18:32Z [----] followers, [--] engagements


"@3Plantey2 $now is wild. best explanation is stock is near [---] so it has to go to 100"  
[X Link](https://x.com/Nietschecapital/status/2019854869822398536)  2026-02-06T19:25Z [----] followers, [---] engagements


"@3Plantey2 some guy wrote this on $wmt because WMT is almost a [--] trillion company it will be a [--] trillion compnay. something like that"  
[X Link](https://x.com/Nietschecapital/status/2019855042568941616)  2026-02-06T19:25Z [----] followers, [---] engagements


"@mathlonning probably same with $rddt right"  
[X Link](https://x.com/Nietschecapital/status/2019858970400420238)  2026-02-06T19:41Z [----] followers, [---] engagements


"what do you guys think I can see a big beat stock goes up and then sells off next day. ill try to add back in on a big beat the next day and also looking to add more $rddt"  
[X Link](https://x.com/Nietschecapital/status/2019859751056609378)  2026-02-06T19:44Z [----] followers, [---] engagements


"@Ad_Quant @dogballscapital @LovinAppLovin what % of port"  
[X Link](https://x.com/Nietschecapital/status/2019860315026895252)  2026-02-06T19:46Z [----] followers, [--] engagements


"@Ad_Quant @treasury_bill @GlobalCollapse @LovinAppLovin @_DomDav @eniac what an honor to be lumped in with some great accounts"  
[X Link](https://x.com/Nietschecapital/status/2019861156869845066)  2026-02-06T19:50Z [----] followers, [--] engagements


"@mathlonning because that $rddt print was incredible for a stock going in with RSI in 20's and down 35% YTD"  
[X Link](https://x.com/Nietschecapital/status/2019861407228113017)  2026-02-06T19:51Z [----] followers, [---] engagements


"@DoucheBag168 do you know why it's going lower"  
[X Link](https://x.com/Nietschecapital/status/2019867212438520134)  2026-02-06T20:14Z [----] followers, [---] engagements


"@StoryTrading I don't know why the market would care about that. the numbers and guide were phenomenal. someone is claiming they can vibe code reddit really easily I think that's why it's down"  
[X Link](https://x.com/Nietschecapital/status/2019879215454146629)  2026-02-06T21:01Z [----] followers, [---] engagements


"@TroyGilman that's the biggest moat any company has. That's something vibe coding and AI can never take away which is what the market doesn't understand. now these companies get to use AI to get even leaner and more efficient with ad algos"  
[X Link](https://x.com/Nietschecapital/status/2019880827316793458)  2026-02-06T21:08Z [----] followers, [--] engagements


"@stocksgoal20 none besides Hood. lots of Applovin exposure"  
[X Link](https://x.com/Nietschecapital/status/2019881613719728310)  2026-02-06T21:11Z [----] followers, [---] engagements


"ive been thinking more and more and I really don't see any company benefiting from vibe coding more than $app. lets say everyone is right that you can just vibe code $rddt and all these no moat social media platforms. how are you going to monetize them and let people know about"  
[X Link](https://x.com/Nietschecapital/status/2019933609407250659)  2026-02-07T00:37Z [----] followers, [----] engagements


"them you would need Applovins Axon Discovery so people could find out about these Apps. so in the age of vibe coding there is no company more important than a third party company that helps you get discovered"  
[X Link](https://x.com/Nietschecapital/status/2019933855021690956)  2026-02-07T00:38Z [----] followers, [---] engagements


"if you believe no social media companies have any moats (which isn't true) you will realize the most important thing than is marketing and discovery"  
[X Link](https://x.com/Nietschecapital/status/2019934033724031085)  2026-02-07T00:39Z [----] followers, [---] engagements


"@lajit6384 @_DomDav @accrued_int the worse $u reports always the better for APP results it seems like. market could tank them both in pair but that's a great opportunity to load up APP at 3:59"  
[X Link](https://x.com/Nietschecapital/status/2020214343845982609)  2026-02-07T19:13Z [----] followers, [---] engagements


"@JonahLupton yeah great take and AI is obviously a tailwind rather than a headwind because they wouldn't be having accelerating ad growth if it was headwind. Catalysts coming up with S&P either this year or next as well"  
[X Link](https://x.com/Nietschecapital/status/2020223099283636478)  2026-02-07T19:48Z [----] followers, [----] engagements


"if Adam comes out in the call and says the mobile game ecosystem has had it's Chatgpt moment. we know predict revenue growth of 30-40% for the forseeable future with zero model enhancements and no E-com revenue included in this. All of this extra growth will be from MAX market"  
[X Link](https://x.com/Nietschecapital/status/2020230930082714081)  2026-02-07T20:19Z [----] followers, [----] engagements


"I go to 120% long on Applovin maybe higher if he says this"  
[X Link](https://x.com/Nietschecapital/status/2020231123050377501)  2026-02-07T20:20Z [----] followers, [----] engagements


"@10452km2 ad sector both have fake strong narratives against them and reddit has more revenue growth and cheaper valuation"  
[X Link](https://x.com/Nietschecapital/status/2020887127135822163)  2026-02-09T15:46Z [----] followers, [---] engagements


"@AbdrazakAlmas there are no competitors to $net driving rates down"  
[X Link](https://x.com/Nietschecapital/status/2021346106400178218)  2026-02-10T22:10Z [----] followers, [---] engagements


"@LogisticsFlows @DversePR @JonahLupton what do you want to bet $rddt has much more GAAP earnings [--] years from now than $net"  
[X Link](https://x.com/Nietschecapital/status/2021362012530635200)  2026-02-10T23:13Z [----] followers, [---] engagements


"people not in the business " $app is a moneylaundering fraud" people in the business " $app is already exceeding Meta in spend in certain accounts" @ChartingU Yeah I think its a very strong platform for any e-commerce brand and certainly has the ability to even replace Meta in some cases (Ive talked to owners who cut all of their Meta adspend and moved it to APP 🤷♀) @ChartingU Yeah I think its a very strong platform for any e-commerce brand and certainly has the ability to even replace Meta in some cases (Ive talked to owners who cut all of their Meta adspend and moved it to APP 🤷♀)"  
[X Link](https://x.com/Nietschecapital/status/2018141882388246651)  2026-02-02T01:58Z [----] followers, [----] engagements


"$app basically sold all my other stocks to load more $app up to [----] shares and [----] APPX shares one of the most overblown selloffs ive ever seen and the news today means absolutely nothing. $app has a huge structural data advantage through Max you can't just vibe code"  
[X Link](https://x.com/Nietschecapital/status/2019085159887175990)  2026-02-04T16:26Z [----] followers, [----] engagements


"@Mikimmykim @mathlonning it did have great earnings but $pltr is way overvalued. our valuation is by far the cheapest among high beta"  
[X Link](https://x.com/Nietschecapital/status/2019092878530658529)  2026-02-04T16:57Z [----] followers, [---] engagements


"$app is going to the moon tommorow"  
[X Link](https://x.com/Nietschecapital/status/2019518379628065083)  2026-02-05T21:07Z [----] followers, 12.3K engagements


"$app officially at [----] EV/GAAP and EV/FCF 20x. lower if you include AH. analysts projecting 40% for [----] and 28% for [----]. lots of upside on the revenue number if they can beat those which I think they will pretty easily"  
[X Link](https://x.com/Nietschecapital/status/2019588370234765469)  2026-02-06T01:46Z [----] followers, [----] engagements


"anyone ever come to the realization that maybe $app algorithms are just as good as $meta because the APP has great data through Max and an amazing team APPLOVIN IS SUPER WEIRD. Everytime our meta performance tanks so does applovin. everytime meta does super well so does applovin. WHY I have not seen this correlation with any other marketing channels like tiktok or snapchat. But i have noticed this trend with APPLOVIN IS SUPER WEIRD. Everytime our meta performance tanks so does applovin. everytime meta does super well so does applovin. WHY I have not seen this correlation with any other"  
[X Link](https://x.com/Nietschecapital/status/2019882376390939046)  2026-02-06T21:14Z [----] followers, [----] engagements


"$app Im a 100x more excited to hear about mobile gaming than I am E-com. mobile gaming is 90% of revenue The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv"  
[X Link](https://x.com/Nietschecapital/status/2020230486250123563)  2026-02-07T20:17Z [----] followers, [----] engagements


"if SAAS and IGV is back this week this can be huge for $app reporting this week"  
[X Link](https://x.com/Nietschecapital/status/2020891109233217921)  2026-02-09T16:02Z [----] followers, [----] engagements


"@hrrana no one really knows anything all I see is accelerating growth so the AI bear narrative can't be true"  
[X Link](https://x.com/Nietschecapital/status/2021352300607148270)  2026-02-10T22:35Z [----] followers, [--] engagements


"@coinseller133 @DversePR @LogisticsFlows @JonahLupton I know they don't make money and haven't in years and they just dilute you guys"  
[X Link](https://x.com/Nietschecapital/status/2021361869433475134)  2026-02-10T23:13Z [----] followers, [---] engagements


"@DversePR @LogisticsFlows @JonahLupton you are very lucky the stock market is just a game at this point and earnings don't really matter if earnings and valuations start to matter you will be in for a warm awakening"  
[X Link](https://x.com/Nietschecapital/status/2021362199890100543)  2026-02-10T23:14Z [----] followers, [--] engagements


"@Pray4Equity im at around 20x on my numbers. analysts are very conservative with this stock"  
[X Link](https://x.com/Nietschecapital/status/2021460990412587381)  2026-02-11T05:47Z [----] followers, [---] engagements


"@app_hyd but why not go on reddit is my point. I don't know anyone using AI for reddit searches"  
[X Link](https://x.com/Nietschecapital/status/2021675756410052812)  2026-02-11T20:00Z [----] followers, [--] engagements


"@app_hyd I see what you mean but won't the $rddt link be cited where you can click on it and access it thats what I see happening"  
[X Link](https://x.com/Nietschecapital/status/2021677234273288255)  2026-02-11T20:06Z [----] followers, [--] engagements


"$rddt is criminal I just can't stop saying it. is there a possible way to check if the market makers are broken"  
[X Link](https://x.com/Nietschecapital/status/2019823624077897835)  2026-02-06T17:20Z [----] followers, [----] engagements


"$rddt is now the cheapest Tech company above [--] billion market cap. forward EV/EBIT 20x and will growing revenue this year above 50% and EBIT above 100%"  
[X Link](https://x.com/Nietschecapital/status/2020886916590158187)  2026-02-09T15:46Z [----] followers, 49.8K engagements


"I had read this before incredible write up and recommend everyone interested in $rddt read this. we need one of these write ups for the $app community @Nietschecapital Im fully convinced $RDDT is a no-brainer buy at these levels getting similar fwd PE of 22-25x based onmy analysis. I published a full deep dive into it including an analysis of the recent plateau in logged-out US users and my price target. Check the link to my Substack in bio https://t.co/wBbBKvUElF @Nietschecapital Im fully convinced $RDDT is a no-brainer buy at these levels getting similar fwd PE of 22-25x based onmy"  
[X Link](https://x.com/Nietschecapital/status/2021005346370949620)  2026-02-09T23:36Z [----] followers, 13.3K engagements


"everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better $net is such a shitco compared to $app and $rddt it just makes me sick $net is such a shitco compared to $app and $rddt it just makes me sick"  
[X Link](https://x.com/Nietschecapital/status/2021348687662993826)  2026-02-10T22:20Z [----] followers, 41.8K engagements


"the biggest joke in this market is that $meta doesn't go down but $app and $rddt go down every day and are what everyone wants meta to be"  
[X Link](https://x.com/Nietschecapital/status/2021625584481448407)  2026-02-11T16:41Z [----] followers, [----] engagements


"200 more bought around [---] will keep buying under 400"  
[X Link](https://x.com/Nietschecapital/status/2021693672350204171)  2026-02-11T21:11Z [----] followers, [----] engagements


"the $app cult is starting"  
[X Link](https://x.com/Nietschecapital/status/2021699106654007558)  2026-02-11T21:33Z [----] followers, [----] engagements


"$app its confirmed Adam is on twitter listening to us"  
[X Link](https://x.com/Nietschecapital/status/2021706626760118607)  2026-02-11T22:03Z [----] followers, [----] engagements


"I think $app and $rddt trade down for one more month until the $igv and software bottom as a whole and then these two companies will explode upwards and start to move away from the software bear case AI narrative"  
[X Link](https://x.com/Nietschecapital/status/2021727350115770735)  2026-02-11T23:25Z [----] followers, [----] engagements


"ill be posting my $app revenue and ebitda numbers tomorrow as well as guidance and how I think stock will react. stay tuned tomorrow is my super bowl"  
[X Link](https://x.com/Nietschecapital/status/2021315808131993829)  2026-02-10T20:10Z [----] followers, [----] engagements


"this software crash. be safe with options and leverage this quarter and I really can't wait to hear from Adam about the future prospects of the company and don't care too much about how stock reacts today to the reasons I listed above. ill be buying any dip due to a margin miss"  
[X Link](https://x.com/Nietschecapital/status/2021628847876374754)  2026-02-11T16:54Z [----] followers, [---] engagements


"@Ad_Quant new customers probably around [---] million im at [---] which is 20% qoq and matches last year anything more is out of this world bullish for next year and implies greater than 70% revenue growth next year"  
[X Link](https://x.com/Nietschecapital/status/2021655598191071394)  2026-02-11T18:40Z [----] followers, [---] engagements


"$app is currently trading less than 25X forward GAAP PE and will be growing revenue at least 50% with Operating margins of 77% and FCF margins of 70% this is absolutely unheard of and im at a loss for words of the valuation"  
[X Link](https://x.com/Nietschecapital/status/2021722108309410113)  2026-02-11T23:04Z [----] followers, [----] engagements


"$app closed all my $appx shares for a little profit this morning and now up to [---] App shares tied for most ive held since stock was at 80"  
[X Link](https://x.com/Nietschecapital/status/2018376555211141239)  2026-02-02T17:30Z [----] followers, [----] engagements


"$pins trading at 8x Ev/Ebitda now. they arent going away anytime soon 🤣🤣🤣🤣"  
[X Link](https://x.com/Nietschecapital/status/2018739346786959864)  2026-02-03T17:32Z [----] followers, [----] engagements


"why would anyone invest in $iren or $nbis when you can buy $mu or $sndk both highly profitable on FCF and GAAP basis and growing just as fast. besides the cult I really don't get it. all of it is cyclical"  
[X Link](https://x.com/Nietschecapital/status/2021356672334299545)  2026-02-10T22:52Z [----] followers, 63K engagements


"@MF_Camillus valuation is steep never understood why anyone could own this over $app"  
[X Link](https://x.com/Nietschecapital/status/2021613898609107447)  2026-02-11T15:54Z [----] followers, [---] engagements


"$app is what everyone wants $meta to be. Meta investors should all sell and come to APP this is what you have always wanted"  
[X Link](https://x.com/Nietschecapital/status/2021698868405043407)  2026-02-11T21:32Z [----] followers, [----] engagements


"$app 3.2% FCF yield $SPY 2.74% yield. are you guys telling me the SPY will grow FCF faster than app over the next [--] years ill take that bet with anyone that they won't come close"  
[X Link](https://x.com/Nietschecapital/status/2021975602685976704)  2026-02-12T15:52Z [----] followers, [----] engagements


"I always thought when I thought the AI bubble would crash Id go to all cash but or treasuries but now thinking $all might be the best play for that situation. I can't believe how cheap they are right now and it's the best the company has ever looked"  
[X Link](https://x.com/Nietschecapital/status/2014790593122013414)  2026-01-23T20:01Z [----] followers, [---] engagements


"$app bought [---] more up to [---] shares. this is just getting ridiculous now. Google and Meta are both up YTD and we are down 33%"  
[X Link](https://x.com/Nietschecapital/status/2018704082148499611)  2026-02-03T15:12Z [----] followers, [----] engagements


"Ad tech and ads are not software. $meta posted an incredible quarter in regards to advertising revenue in no way should $rddt $pins $ttd $app be down at all much less over 20% since Meta reported. Am I missing something here"  
[X Link](https://x.com/Nietschecapital/status/2018707896901464363)  2026-02-03T15:27Z [----] followers, [----] engagements


"there is no stock that has been whacked this hard that has AI as a tailwind as $app"  
[X Link](https://x.com/Nietschecapital/status/2018767966003679406)  2026-02-03T19:26Z [----] followers, [----] engagements


"$app everyone please get this out Adam just talked about this in his letter and new this was coming. Understanding our inventory Given the strength of Axon we are a major player in the MAX auction. The ad impressions we win are exclusive to us and benefit solely the advertisers"  
[X Link](https://x.com/Nietschecapital/status/2019085767285367195)  2026-02-04T16:28Z [----] followers, [----] engagements


"if $app were to be falling because ad cycles were slowing and the economy was going to go into a recession I would not be adding and understand the sell off. we are seeing ad cycles accelerate so this is complete nonsense"  
[X Link](https://x.com/Nietschecapital/status/2019098411132141798)  2026-02-04T17:19Z [----] followers, [----] engagements


"$meta trading at 33x EV/FCF [--] years out while $app trades at 17x EV/FCF [--] years out. App has much better margins all around less SBC and will grow GAAP net income revenue growth and FCF at a much higher rate than Meta going forward"  
[X Link](https://x.com/Nietschecapital/status/2019117555307217201)  2026-02-04T18:35Z [----] followers, [----] engagements


"Youtube ads are concerning me a little want to hear some color on why they came in so light for $app and $rddt but advertising as a whole was a huge beat will be interesting to hear on call"  
[X Link](https://x.com/Nietschecapital/status/2019158917410939332)  2026-02-04T21:19Z [----] followers, [----] engagements


"$app trades at higher FCF yield than QQQ rn and it will trade higher than SPY after this quarter. long APP short the index's may be the easiest LT pair trade out there"  
[X Link](https://x.com/Nietschecapital/status/2019176815131254899)  2026-02-04T22:30Z [----] followers, [----] engagements


"$rddt lets gooooooooo"  
[X Link](https://x.com/Nietschecapital/status/2019518341027885171)  2026-02-05T21:07Z [----] followers, [----] engagements


"$rddt grew ads revenue 25.6% qoq with already a pretty healthy amount of advertisers. $app is guiding 14% qoq with it being the first quarter of the platform being open for E-com. I now think APP can do over 20% qoq"  
[X Link](https://x.com/Nietschecapital/status/2019538772237721906)  2026-02-05T22:28Z [----] followers, [----] engagements


"@Mikimmykim @mathlonning im still not fully convinced $rddt $now and most of SAAS is down. it's just the memes back up again"  
[X Link](https://x.com/Nietschecapital/status/2019817252397502546)  2026-02-06T16:55Z [----] followers, [---] engagements


"took a little more off $app at [------]. going to roll with [---] shares into earnings around 45% position. I'm just really scared with how the market reacted to a phenomenal $rddt print and there valuation is similar to ours and also a similar setup"  
[X Link](https://x.com/Nietschecapital/status/2019859554591224124)  2026-02-06T19:43Z [----] followers, [----] engagements


"$rddt this is why they are down I think so maybe $app is in the clear on a beat and raise. who knows these days nothing makes sense anymore as every stock has some existential fake bearish narrative. all that matters is being above the [---] DMA sadly in this market Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth and expand subreddits. Should I keep building my own Reddit https://t.co/sLdnSq9irP Wow. Claude Opus [---] is going to disrupt"  
[X Link](https://x.com/Nietschecapital/status/2019874071505424495)  2026-02-06T20:41Z [----] followers, [----] engagements


"@JonahLupton @JonahLupton have you updated Reddit fair value"  
[X Link](https://x.com/Nietschecapital/status/2020216659840004194)  2026-02-07T19:22Z [----] followers, [----] engagements


"@JonahLupton yeah a top [--] play for me. are they still in your top 5"  
[X Link](https://x.com/Nietschecapital/status/2020219715856065017)  2026-02-07T19:34Z [----] followers, [----] engagements


"$app I see so many people complaining about the short reports but I love them i've made probably about 80% of my money buying dips and false narratives on obviously short term manipulation short reports"  
[X Link](https://x.com/Nietschecapital/status/2020885895243505950)  2026-02-09T15:41Z [----] followers, [----] engagements


"$app will still remain my #1 due to earnings not being the most important factor in the markets anymore. I expect APP stock to rise more than RDDT"  
[X Link](https://x.com/Nietschecapital/status/2020887325006233873)  2026-02-09T15:47Z [----] followers, [----] engagements


"$rddt is going to become a consensus long soon. I can see it in my likes and engagement $rddt is now the cheapest Tech company above [--] billion market cap. forward EV/EBIT 20x and will growing revenue this year above 50% and EBIT above 100% $rddt is now the cheapest Tech company above [--] billion market cap. forward EV/EBIT 20x and will growing revenue this year above 50% and EBIT above 100%"  
[X Link](https://x.com/Nietschecapital/status/2020903127239573639)  2026-02-09T16:50Z [----] followers, [----] engagements


"If I were the $app and $rddt Ceo's id go private for a month and then Re IPO If public this would be $120B If public this would be $120B"  
[X Link](https://x.com/Nietschecapital/status/2020913884920443251)  2026-02-09T17:33Z [----] followers, [----] engagements


"my most liked post ever and so the $rddt cult begins $rddt is now the cheapest Tech company above [--] billion market cap. forward EV/EBIT 20x and will growing revenue this year above 50% and EBIT above 100% $rddt is now the cheapest Tech company above [--] billion market cap. forward EV/EBIT 20x and will growing revenue this year above 50% and EBIT above 100%"  
[X Link](https://x.com/Nietschecapital/status/2021004766160294301)  2026-02-09T23:34Z [----] followers, [----] engagements


"@JonahLupton or if the product was so great and necessary run at much higher GAAP margins"  
[X Link](https://x.com/Nietschecapital/status/2021349947329872293)  2026-02-10T22:25Z [----] followers, [----] engagements


"@morganwu8 when will they be FCF positive"  
[X Link](https://x.com/Nietschecapital/status/2021445851030438341)  2026-02-11T04:47Z [----] followers, [----] engagements


"@morganwu8 but $sndk and $mu will already be FCF positive at a cheaper valuation"  
[X Link](https://x.com/Nietschecapital/status/2021447805542555922)  2026-02-11T04:54Z [----] followers, [----] engagements


"@MF_Camillus opportunity cost. why own a company growing 30% at 100x GAAP when you can own a company growing 70% at 30x GAAP. APP has better numbers than shop in every single category and both are high beta tech so similar factor"  
[X Link](https://x.com/Nietschecapital/status/2021615778148077667)  2026-02-11T16:02Z [----] followers, [--] engagements


"@eniac all ad companies [--] of the [--] don't waste money"  
[X Link](https://x.com/Nietschecapital/status/2021626254827634940)  2026-02-11T16:43Z [----] followers, [---] engagements


"marketing this quarter and I expect that to hit the income statement next quarter. This market is literally looking to sell off anything tech and they can also sell us off due to qoq slowdown in guide or anything"  
[X Link](https://x.com/Nietschecapital/status/2021628189077041586)  2026-02-11T16:51Z [----] followers, [---] engagements


"@eniac Meta ARPU is 5x more than RDDT but people spend more time on RDDT than Meta so a huge gap divergence there. the biggest reason I don't like Meta is they are in a race to the bottom with the nonsense reality labs and AI capex which has shown no return. If meta was run lean"  
[X Link](https://x.com/Nietschecapital/status/2021638388311281782)  2026-02-11T17:32Z [----] followers, [---] engagements


"@SimeonResearch_ unless you are super overvalued like $net $ddog than you go up 🤣🤣🤣🤣"  
[X Link](https://x.com/Nietschecapital/status/2021642961176457609)  2026-02-11T17:50Z [----] followers, [---] engagements


"revenue this quarter did disappoint me but still 66% revenue growth is incredible and a very strong guide"  
[X Link](https://x.com/Nietschecapital/status/2021692902049513900)  2026-02-11T21:08Z [----] followers, [----] engagements


"RT @Jxyhsns: @dogballscapital @Nietschecapital $APP has a lower trailing PE then WMT and COST. Dont even get me started on forward lol"  
[X Link](https://x.com/Nietschecapital/status/2021698973354840119)  2026-02-11T21:32Z [----] followers, [--] engagements


"RT @oar_capital: Rule of [--] scores as of Q4 2025: $APP: [---] . . . . . $PLTR: 127"  
[X Link](https://x.com/Nietschecapital/status/2021702453494702454)  2026-02-11T21:46Z [----] followers, [--] engagements


"what an absolute legend. hes pumping this year guys along with a cult coming out ive never been more bullish"  
[X Link](https://x.com/Nietschecapital/status/2021706749326090367)  2026-02-11T22:03Z [----] followers, [----] engagements


"RT @mathlonning: $APP call going great. Adam mentioning how AI is a tailwind. Exactly as I mentioned earlier. All eyes on this. And hes"  
[X Link](https://x.com/Nietschecapital/status/2021708675912544700)  2026-02-11T22:11Z [----] followers, [--] engagements


"RT @squawksquare: Just when I thought $TSLA was the most manipulated stock traded. Nope I think it's $APP"  
[X Link](https://x.com/Nietschecapital/status/2021710713975181385)  2026-02-11T22:19Z [----] followers, [--] engagements


"RT @PrincipatusCap: Rev growth (%) + EBITDA margin (%) = Rule of [--] Adjusted for the sale of $APP's apps business. CY2025 actuals $APP 70%"  
[X Link](https://x.com/Nietschecapital/status/2021711396392866108)  2026-02-11T22:22Z [----] followers, [--] engagements


"RT @GlobalCollapse: $APP generated almost as much free cash flow as $TSLA but on 1/15th the revenue with 65% more net income for $APP. T"  
[X Link](https://x.com/Nietschecapital/status/2021947990475149748)  2026-02-12T14:02Z [----] followers, [--] engagements


"@Atticus44351 spy can't go out of existence"  
[X Link](https://x.com/Nietschecapital/status/2021975940579127508)  2026-02-12T15:53Z [----] followers, [---] engagements


"$rddt $app shareholders I see one more quarter max of this kind of algo selling manipulation. companies growing over 70% at under 20x ebitda can only trade down for so long"  
[X Link](https://x.com/Nietschecapital/status/2021630261365289290)  2026-02-11T16:59Z [----] followers, [----] engagements


"@eniac $app used to have it's own inventory but realized they didn't need it anymore. APP has much higher ebitda margins and entering into new verticals with huge TAM will no doubt be growing much faster over the next 5-10 years. $rddt is just finally starting to learn how to monetize"  
[X Link](https://x.com/Nietschecapital/status/2021638104633999389)  2026-02-11T17:30Z [----] followers, [---] engagements


"$rddt this is by far the best Reddit bear case and not the lazy nonsense AI vibe code bear case causing the sell off. will do some more research on text based advertising @JonahLupton @aleabitoreddit When Reddit went public its U.S. ARPU was around $5; today its approximately $10. Im not sure how much further it can grow given that its primarily a text-based platform. X is estimated to have a U.S. ARPU of about $9. Metas U.S. ARPU is roughly $76 largely driven by @JonahLupton @aleabitoreddit When Reddit went public its U.S. ARPU was around $5; today its approximately $10. Im not sure how much"  
[X Link](https://x.com/Nietschecapital/status/2021681902080471470)  2026-02-11T20:25Z [----] followers, [----] engagements


"hey $pltr cult why don't you guys check out $app rule of [---] @JonahLupton @Nietschecapital FCF Margin 79% I dont know if Ive ever seen anything like that @JonahLupton @Nietschecapital FCF Margin 79% I dont know if Ive ever seen anything like that"  
[X Link](https://x.com/Nietschecapital/status/2021698145520885791)  2026-02-11T21:29Z [----] followers, [----] engagements


"$app Adam has me dying with the sarcasm subtle joke to the start up 🤣🤣🤣🤣🤣"  
[X Link](https://x.com/Nietschecapital/status/2021713122491515001)  2026-02-11T22:29Z [----] followers, [----] engagements


"$app is now 50% of my portfolio"  
[X Link](https://x.com/Nietschecapital/status/2021722868367716429)  2026-02-11T23:07Z [----] followers, 13.4K engagements


"if you would have told me at the beginning of the year after $app reported earnings that they would be at [---] I would have thought 100% they missed on everything"  
[X Link](https://x.com/Nietschecapital/status/2021981093285806431)  2026-02-12T16:13Z [----] followers, [----] engagements


"when $pins was growing revenue [--] and 9% in a big bear market the lowest multiple it was 12.7x Ebitda now they are growing 16% and projected 14% and it's trading at 8.2x Ebitda"  
[X Link](https://x.com/Nietschecapital/status/2018742720039112930)  2026-02-03T17:45Z [----] followers, [----] engagements


"$all trading at it's cheapest PE LTM ever. lowest combined ratio ever and now much lower than PGR all for [--] PE when PGR trades at [--] PE on very similar revenue growth may be one of easiest longs out there"  
[X Link](https://x.com/Nietschecapital/status/2019195918999081441)  2026-02-04T23:46Z [----] followers, [---] engagements


"$app went all the way up to 30k in $appx shares and around 25% margins sold all of those for a decent size profit still holding 1k shares around 55% of portfolio"  
[X Link](https://x.com/Nietschecapital/status/2019782577389703357)  2026-02-06T14:37Z [----] followers, [----] engagements


"in tough times like these for high growth I believe you need to key in on your highest conviction plays and for me that's $app and $root. could see my port being 50/50 those [--] companies and then I trade narratives around other companies I like on margin sometimes"  
[X Link](https://x.com/Nietschecapital/status/2019784448758194203)  2026-02-06T14:45Z [----] followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

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