# ![@Pray4Equity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1553871184118292481.png) @Pray4Equity Welfare Capital

Welfare Capital posts on X about $cdrwa, ai, business, at least the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1553871184118292481/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553871184118292481/c:line/m:interactions.svg)

- [--] Week [------] -46%
- [--] Month [-------] +559%
- [--] Months [-------] +0.84%
- [--] Year [-------] +90%

### Mentions: [--] [#](/creator/twitter::1553871184118292481/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553871184118292481/c:line/m:posts_active.svg)

- [--] Months [---] -52%
- [--] Year [---] -52%

### Followers: [-----] [#](/creator/twitter::1553871184118292481/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553871184118292481/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +7%
- [--] Months [-----] +32%
- [--] Year [-----] +120%

### CreatorRank: [---------] [#](/creator/twitter::1553871184118292481/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1553871184118292481/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.51% [stocks](/list/stocks)  28.69% [technology brands](/list/technology-brands)  15.57% [cryptocurrencies](/list/cryptocurrencies)  6.56% [countries](/list/countries)  5.74% [social networks](/list/social-networks)  5.74% [gaming](/list/gaming)  4.1% [currencies](/list/currencies)  2.46% [travel destinations](/list/travel-destinations)  2.46% [products](/list/products)  1.64%

**Social topic influence**
[$cdrwa](/topic/$cdrwa) 17.21%, [ai](/topic/ai) 13.93%, [business](/topic/business) 8.2%, [at least](/topic/at-least) 5.74%, [in the](/topic/in-the) 4.92%, [meta](/topic/meta) 4.92%, [money](/topic/money) 4.92%, [$rdvt](/topic/$rdvt) 4.92%, [$rddt](/topic/$rddt) #111, [cash flow](/topic/cash-flow) 4.1%

**Top accounts mentioned or mentioned by**
[@finphysnerd](/creator/undefined) [@lootdropcapital](/creator/undefined) [@taobanker](/creator/undefined) [@discountedtr](/creator/undefined) [@midwesthedgie](/creator/undefined) [@jeonghaeju](/creator/undefined) [@pegasusfund](/creator/undefined) [@stockgutter](/creator/undefined) [@merridew](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@deusexdividend](/creator/undefined) [@nietschecapital](/creator/undefined) [@dirtcheapbanks](/creator/undefined) [@preme](/creator/undefined) [@polymarket](/creator/undefined) [@polymarkettrade](/creator/undefined) [@awesomepatel](/creator/undefined) [@landon20s](/creator/undefined) [@kevinakwok](/creator/undefined) [@supbagholder](/creator/undefined)

**Top assets mentioned**
[Reddit, Inc.  (RDDT)](/topic/$rddt) [Helium IOT (IOT)](/topic/$iot) [Sea Limited (SE)](/topic/$se) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [PTC Inc (PTC)](/topic/$ptc) [Encore Wire Corp (WIRE)](/topic/$wire) [Metadium (META)](/topic/$meta) [Metrix Coin (MRX)](/topic/$mrx) [Atlassian Corporation PLC (TEAM)](/topic/$team) [VersaBank (VBNK)](/topic/$vbnk) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [American International Group Inc (AIG)](/topic/$aig) [Starbucks Corporation (SBUX)](/topic/$sbux)
### Top Social Posts
Top posts by engagements in the last [--] hours

"They are exploring raising prices or transitioning to a value/usage based model for data licensing. Youre right it is hurting logged-in user growth which is flat in the US over the last [--] quarters. Logged out US users and both types of international users are still growing however (though much lower ARPU). I think they can take significantly more price on the data licensing side especially under a usage based-model. Reddit is cited in 40% of AI queries today and a large amount of consumer usage (recommendations answers advice sentiment etc) is enriched with Reddits human generated content. A"  
[X Link](https://x.com/Pray4Equity/status/2022858885086818719)  2026-02-15T02:21Z [----] followers, [----] engagements


"@taobanker Is it cool if I just buy $SCJ Japan Small Cap ETF about this"  
[X Link](https://x.com/Pray4Equity/status/1980007316637339923)  2025-10-19T20:25Z [----] followers, [---] engagements


"As someone who used $RDDT frequently enough many years ago to build one account up to [-----] Karma I genuinely think their offering is differentiated and essentially irreplaceable as far as social media platforms go. Meta just spun up Threads as a Twitter competitor with what seemed like relative ease but I do not think one can just go and build another Reddit. The network effect of having established communities with engaged posters moderators readers is tangible IMO. A decade of answers to extremely niche questions years of authentic discussion even the breadth and extent of communities on"  
[X Link](https://x.com/Pray4Equity/status/2021106683359953043)  2026-02-10T06:19Z [----] followers, 17.9K engagements


"They have a fraction of the ad load Meta does and currently their ads marketplace is far from perfectly optimized. Ample room to expand ad ARPU as I see it but I am not an adtech expert. Based on previous quarters rev guides its decelerating from 57% Y/Y at the midpoint to 53% Y/Y not bad at all as scale increases rapidly with high incremental margins. To your second point I genuinely do think Reddit has some power here. It is their website their databases. Legally it would seem unfair to allow AI companies to monetize their data without fair compensation and I hope it doesnt happen. The"  
[X Link](https://x.com/Pray4Equity/status/2022863684180034014)  2026-02-15T02:40Z [----] followers, [---] engagements


"$CNO.V $CANOF My CalNano Deep Dive is out - find it over on the other site link in bio"  
[X Link](https://x.com/Pray4Equity/status/1868764649136832779)  2024-12-16T21:06Z [----] followers, [----] engagements


"$VBNK reported great earnings US expansion is going great likely US holdco soon and earnings can expand as costs related to these fade and are absorbed by continuing performance. They are planning on continuing forward with securitization and DRT Cyber will be divested soon enough as well. Longer term I still really like the model its a digital business with potential for a lot of operating leverage and minimal credit risk for a bank. I sold my old position on opportunity cost stock went nowhere for a while. But Im gonna stop fooling around and commit at this point I think I can pay 1.2x"  
[X Link](https://x.com/Pray4Equity/status/1999792863232631057)  2025-12-13T10:45Z [----] followers, [---] engagements


"Mariah Careys All I Want for Christmas is you has become the first song to go 18x platinum with [--] million copies sold. $CDR.WA Cyberpunk [----] in comparison costs $60 (as a AAA game) and has sold over [--] million copies. The Witcher III also AAA pricing has sold [--] million copies (#8 on the list of best selling games of all time). Both of these franchises are beloved and are getting sequels and continually more releases in coming years. They make a 25%+ average 5-year ROIC with sales in off-release years (historically [--] years between releases) growing at 20% CAGR. Excellent economics the only"  
[X Link](https://x.com/Pray4Equity/status/2003620648522752250)  2025-12-24T00:16Z [----] followers, [---] engagements


"Out with a new one on the 'Stack covering my favorite game development studio CD Projekt Red. I love their games and I think they're going to sell a lot more of them and make much more money than is currently reflected in the stock price. Free to read link below $CDR.WA $OTGLY https://twitter.com/i/web/status/2010623694943494594 https://twitter.com/i/web/status/2010623694943494594"  
[X Link](https://x.com/Pray4Equity/status/2010623694943494594)  2026-01-12T08:03Z [----] followers, [----] engagements


"$CDR.WA up 10% in [--] sessions as people realize they are going to massively beat street numbers (except one Polish analyst who has been pounding the table) with the release of a third Witcher [--] DLC this year. Bonus points if the DLC sets up Witcher [--] story-wise it will become sort of necessary to play for the full experience. W3 has sold [--] million copies this DLC can probably sell [--] million at least and it seems most of the market is just now factoring that in. Also after this DLC releases the hype-cycle for W4 in [----] can be properly kicked off with new content/teaser/detail releases more"  
[X Link](https://x.com/Pray4Equity/status/2011737505633038535)  2026-01-15T09:49Z [----] followers, [---] engagements


"GS Most Shorted Basket up 18% YTD $VIRT weekly:"  
[X Link](https://x.com/Pray4Equity/status/2012307520593723430)  2026-01-16T23:34Z [----] followers, [---] engagements


"+13.3% in [--] days. Technically social arbitrage investing how about that $CDR.WA $OTGLY I do not believe this new Witcher III DLC is priced in or at least the likelihood that it does happen is not priced in. Some napkin math: Witcher III is the 8th best selling game of all time [--] million copies. If 25% of people holding those copies buy this $30 https://t.co/6TB4gw4T8T $CDR.WA $OTGLY I do not believe this new Witcher III DLC is priced in or at least the likelihood that it does happen is not priced in. Some napkin math: Witcher III is the 8th best selling game of all time [--] million copies."  
[X Link](https://x.com/Pray4Equity/status/2014572414974259664)  2026-01-23T05:34Z [----] followers, [---] engagements


"$PTC is also falling victim to the SaaSpocalypse at 18x fwd now. Not very followed on here but I like it long term no position"  
[X Link](https://x.com/Pray4Equity/status/2016927543866040589)  2026-01-29T17:32Z [----] followers, [---] engagements


"$PTC seems criminally underrated in current software discussion for such a cash producing AI resistant business that arguably has quite a few things going for it at the moment: - Has real cash flow guiding to 1Bn in [----] on 19Bn EV (800mm ex SBC) - Divesting lower-margin assets in H1 [--] (160m ARR shrinking 1% sold to PE for 365mm minimum net proceeds 10x FCF multiple). 365mm minimum net proceeds PE sale earnout could up that to 500mm - Divestiture proceeds to be plowed into 2Bn buyback authorization through [----] midpoint estimate 200mm/quarter in [----] easily lapping SBC dilution with"  
[X Link](https://x.com/Pray4Equity/status/2017305320993755569)  2026-01-30T18:34Z [----] followers, [---] engagements


"@DiscountedTr In fairness he was also dead right about $AIG"  
[X Link](https://x.com/Pray4Equity/status/2017702050784526424)  2026-01-31T20:50Z [----] followers, [---] engagements


"@dirtcheapbanks Denali State Bank OTC is pretty cheap IIRC great earnings growth but so incredibly illiquid. one suggestion for ya"  
[X Link](https://x.com/Pray4Equity/status/2018010640535683229)  2026-02-01T17:16Z [----] followers, [---] engagements


"AI is going to replace all software all risk/legal/analytics services its going to replace music its replacing the goddamn STOCK EXCHANGES its replacing every clearing firm every video game developer its replacing e-commerce and banking and payments and literally everything under the sun that isnt already AI https://twitter.com/i/web/status/2018726176714301607 https://twitter.com/i/web/status/2018726176714301607"  
[X Link](https://x.com/Pray4Equity/status/2018726176714301607)  2026-02-03T16:40Z [----] followers, 81.1K engagements


"Why on Gods Earth does SBUX deserve a 37x forward multiple Youre paying 27x [----] numbers for something (currently) growing 5% with margins getting just destroyed those projected [----] earnings are not even above what they earned historically and I dont really trust their grand turnaround or those projections. If this gets much worse dont know for sure if it will their dividend looks seriously unsustainable and I can see that wedge breaking down the to downside in the event of a cut or more likely just a pause in dividend increases. I feel like their investor base is mostly dividend guys no"  
[X Link](https://x.com/Pray4Equity/status/2019649628786794530)  2026-02-06T05:49Z [----] followers, [----] engagements


"In a sea of compounders that stopped compounding (the eventual fate of every company on earth besides Tobacco and Securities Exchange) why is Starbucks of all things the last domino to fall Am I too much of a Starbucks hater Open to any pushback from bulls dont have a super strong view but IMO the setup is just not great. Why on Gods Earth does SBUX deserve a 37x forward multiple Youre paying 27x [----] numbers for something (currently) growing 5% with margins getting just destroyed those projected [----] earnings are not even above what they earned historically and I dont really trust their"  
[X Link](https://x.com/Pray4Equity/status/2019652346733539695)  2026-02-06T06:00Z [----] followers, [----] engagements


"@MidwestHedgie Mind if I ask who you replaced them with Another bank or a smaller firm"  
[X Link](https://x.com/Pray4Equity/status/2019893941085302841)  2026-02-06T22:00Z [----] followers, [---] engagements


"@DiscountedTr MRX"  
[X Link](https://x.com/Pray4Equity/status/2019906158320820697)  2026-02-06T22:48Z [----] followers, [---] engagements


"@JeongHaeju @preme @Polymarket @PolymarketTrade Always read the contract"  
[X Link](https://x.com/Pray4Equity/status/2021067093450555663)  2026-02-10T03:41Z [----] followers, [----] engagements


"Mr Beast knows what he has to do but doubts he will have the strength to do it Wow- Mr Beast is acquiring Step a mobile banking app for teens that had raised $175M valued at $920M in [----] Mr Beast is going to launch a finance-focused YouTube channel and promote the card that way- actually makes a lot of sense No price announced https://t.co/RNBBZ1Wtqp Wow- Mr Beast is acquiring Step a mobile banking app for teens that had raised $175M valued at $920M in [----] Mr Beast is going to launch a finance-focused YouTube channel and promote the card that way- actually makes a lot of sense No price"  
[X Link](https://x.com/Pray4Equity/status/2021087697243127820)  2026-02-10T05:03Z [----] followers, [----] engagements


"RDVT has been unnecessarily punished with the rest of the information services selloff. Most people dont think they have a moat/can compete with much larger legacy competitors like TRU and RELX (the data intelligence businesses inside both of these were built by RDVT management). I just think they can and will end up doing very well based on a large breadth of quant/qual observations about their offering and the broader niche they serve within data intelligence. RDVT is taking share with better data accuracy higher data throughput and lower pricing while maintaining the excellent unit"  
[X Link](https://x.com/Pray4Equity/status/2021102135115411594)  2026-02-10T06:01Z [----] followers, [---] engagements


"@awesomepatel_ @landon20s @kevinakwok He should just play KSP no vibe coding required"  
[X Link](https://x.com/Pray4Equity/status/2021107093495849009)  2026-02-10T06:20Z [----] followers, [--] engagements


"Get in losers we are buying profitable Soju distilleries with 2x their market cap in investment securities while returning capital Muhak Co. and competitors FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d"  
[X Link](https://x.com/Pray4Equity/status/2021279311496396870)  2026-02-10T17:45Z [----] followers, [----] engagements


"OK so on $RDDT; not sure why people are quoting a 20x fwd EV/EBIT multiple Im getting 34x [--] EBIT unless they raised guidelines or my sellside numbers are out of date. Dunno. ANYWAY Holy cow what a business. Imagine being able to grow 70% at 50%+ incremental EBITDA margins with virtually [--] capex. FY25 capex was under $10mm that is 0.5% of revenues. Imagine growing your topline 70% maintaining your 90% gross margins with no capex. I have genuinely never seen this sort of performance before that is objectively rare even if somewhat temporary. As far as the core advertising business goes"  
[X Link](https://x.com/Pray4Equity/status/2021451458692981079)  2026-02-11T05:09Z [----] followers, [----] engagements


"Think there are big terminal value concerns from live translation. If phone calls conversations are translated automatically by AI that is only going to get better that AI is included in AirPods smart glasses etc whats the point for most consumers to actually spend the weeks and weeks and for DUOL paying money to learn a language manually https://twitter.com/i/web/status/2021656185385234593 https://twitter.com/i/web/status/2021656185385234593"  
[X Link](https://x.com/Pray4Equity/status/2021656185385234593)  2026-02-11T18:42Z [----] followers, [---] engagements


"well this is true but its more annoying to manually scrape reddit threads than to just ask one question to AI and it does it all for you. But this proves that Reddits data IS value-adding to AI queries. Anyone could go to Reddit and find things manually if they wanted but consumers almost always pick the easier/faster method. https://twitter.com/i/web/status/2021672950286447084 https://twitter.com/i/web/status/2021672950286447084"  
[X Link](https://x.com/Pray4Equity/status/2021672950286447084)  2026-02-11T19:49Z [----] followers, [--] engagements


"Breaking news for $RDDT shareholders my sister who is [--] (that is the only information I will reveal about her ever) has a 100-day streak on $RDDT. So its just one datapoint but on those Gen-Z adoption concerns"  
[X Link](https://x.com/Pray4Equity/status/2021826015899599144)  2026-02-12T05:57Z [----] followers, [--] engagements


"@finphysnerd no you make some great points here. They have tons of room to expand ARPU (in theory) upwards towards META which has 10x the ARPU. Even if they get a quarter of the way there I guess still huge improvement"  
[X Link](https://x.com/Pray4Equity/status/2021826295601000884)  2026-02-12T05:58Z [----] followers, [--] engagements


"Some investing heuristics I have picked up over my career that I want to force myself to remember and constantly consider. In lieu of printing these out and taping them to my walls I will post them here and pin them to my profile. 1) I must keep my mind open and consider as many possibilities as I can at any given time. I must change my mind quickly if new evidence suggests or proves I am wrong. I must always strive to avoid the trap of confirmation bias. 2) My goal is not to be right or to sound smart but to earn money. A simpler idea is not a bad idea it does not have to be difficult to"  
[X Link](https://x.com/Pray4Equity/status/2021856905698713982)  2026-02-12T08:00Z [----] followers, [----] engagements


"@LootDropCapital You know it. May be down but Im not out"  
[X Link](https://x.com/Pray4Equity/status/2022092155205066802)  2026-02-12T23:35Z [----] followers, [--] engagements


"@LootDropCapital that would be sick thanks man. That is interesting then I guess considering taxes buybacks are simply better in this case. Im also biased buybacks due to taxes just get scared of terminal value impairment in these cases. if PYPL is even impaired I dunno"  
[X Link](https://x.com/Pray4Equity/status/2022403683674395106)  2026-02-13T20:13Z [----] followers, [--] engagements


"@PegasusFund I think the second SpaceX goes public its gonna suck all the air out of TSLA unless they do some more merger shenanigans"  
[X Link](https://x.com/Pray4Equity/status/2022404918045221269)  2026-02-13T20:18Z [----] followers, [---] engagements


"Prysmian Group $PRYMY Italy-based wiring and cable acquirer these are the guys that acquired Texas-based $WIRE in [----] at 6x EBITDA w/ synergies just as WIRE was finishing up a dedicated plant for data center wiring and cabling. More recently in [----] they acquired a Texas based manufacturer of thermoplastic enclosures and fiber management solutions. Back in [----] they acquired a Kentucky-based cable company and in [----] a Dutch fiber company the fourth largest in the world at the time. Seems like they know what theyre doing my word. Should have paid more attention after the WIRE acquisition."  
[X Link](https://x.com/Pray4Equity/status/2011565360500056429)  2026-01-14T22:25Z [----] followers, [----] engagements


"Starting to get more interested in $IOT again. Need more work before pulling the trigger but they are about to unlock a pretty sweet amount of operating leverage as earnings begin to properly scale. Longer-term there is a large amount of leverage in the SG&A line as the primary expense there is sales commissions generating new ARR. Contracts are 2-5 years I believe Not sure where the average is say [---] anyway contract renewals cost the company much less than new ARR they are getting more and more renewals at this point while still pulling in commendable and increasing new ARR in recent"  
[X Link](https://x.com/Pray4Equity/status/2011725256541491257)  2026-01-15T09:00Z [----] followers, [----] engagements


"$CDR.WA getting canned for -8% along with $TTWO $RBLX and some other video gaming sector as a reaction to Genie [--] product launch Googles latest AI 3D Environment creator. Obvious overreaction. For one thing it takes a LOT more than some AI prompts to make a playable functioning game. Then after the fact it takes quite a bit more still to make a *good* game. AI has no intrinsic creativity and crap storytelling abilities. Beyond that even *IF* the cost of producing games comes down due to AI does the market really think the prime beneficiaries wont be the already popular franchises with scale"  
[X Link](https://x.com/Pray4Equity/status/2017312693141606743)  2026-01-30T19:03Z [----] followers, [----] engagements


"$RDDT some more thoughts as I think through this. Reddit is uniquely positioned as human-first. Soon they plan to verify and flag bot accounts (their co-founder/CEO literally used the term AI Slop on the Q4 call) which I think could make the platform genuinely attractive for human discussion and research. Rampant bot/slop posts are some of the most annoying things about Twitter Instagram and FaceBook. Anyway Reddit is structured very differently than your Instagrams and Twitters of the world. With the presence of 100K + unique subreddits with their own rules and moderators most of the effort"  
[X Link](https://x.com/Pray4Equity/status/2021119679507370145)  2026-02-10T07:10Z [----] followers, [----] engagements


"Ok have changed my mind a bit on $RDDT here and want to post thoughts once more. I think its unclear if this stock can work until we get hard resolution on the use of Reddits data in AI queries. Currently Reddit is suing Anthropic and Perplexity over rights to access its data. Both companies were caught doing some arguably sketchy sh*t to backdoor their way into accessing Reddits data for AI queries even after promising to stop or in Perplexitys case after being handed a cease-and-desist. So we know that Reddits data is a massively useful tool for AI companies right 40% of queries cite Reddit"  
[X Link](https://x.com/Pray4Equity/status/2021667203276296618)  2026-02-11T19:26Z [----] followers, [----] engagements


"So I think another reason Reddit is getting taken to a farm upstate the past few days/weeks is that Q4 logged-in user growth slowed to +5% YoY. Not amazing of course. Maybe part of that can be helped by better in-app search features so more people go to Reddit to search Im not sure. One thing I will say is I wouldnt be too worried about Gen-Z adoption. My Gen-Z sister has a [---] day streak on Reddit which actually really surprised me. Who knows maybe they can get user growth back up. Do they have enough latent monetization potential within ads to continue increasing earnings at exceptional"  
[X Link](https://x.com/Pray4Equity/status/2021982131690283336)  2026-02-12T16:18Z [----] followers, [----] engagements


"What I suspect could happen is this just continues selling down seemingly for no reason just gets cheaper and cheaper until it either becomes like stupidly cheap or their lawsuits against anthropic and perplexity are resolved (hopefully favorably). Not really sure what else it could be like they guided to 50% growth that they will probably best. They grew 70% in Q4 but guided to 50% then as well so its not revenue deceleration. Even if it was 50% growth when your headcount only increases 15% is obviously still pretty great. Stock really isnt expensive at all"  
[X Link](https://x.com/Pray4Equity/status/2021983063077429727)  2026-02-12T16:21Z [----] followers, [---] engagements


"Done with $SE will revisit in a month after wash sale bet it will be lower or unchanged (no idea)"  
[X Link](https://x.com/Pray4Equity/status/2021984657953468606)  2026-02-12T16:28Z [----] followers, [---] engagements


"Sooooo is there going to be a point sometime later this year where the people puking everything purely because of the vaguest AI fomo have to panic and scramble back into certain names when its revealed that AI cant compete with every single business under the sun"  
[X Link](https://x.com/Pray4Equity/status/2021986122944155734)  2026-02-12T16:33Z [----] followers, [---] engagements


"by the way my assumptions market thinks agentic commerce kills Shoppee margins (and others) as AI agents will have all day to scan every website for the best prices and traditional consumer behavior when online shopping will be thrown out the window as Citrini says. And AI will introduce more competition to Garena. This doesnt have to be right as long as the market is even slightly worried about it the stock will dump of course like every single other stock that has ever existed or will ever exist. Except maybe WM but thats IT https://twitter.com/i/web/status/2021988870770799013"  
[X Link](https://x.com/Pray4Equity/status/2021988870770799013)  2026-02-12T16:44Z [----] followers, [---] engagements


"This is the same reason why Amazon is getting killed and Walmart with their physical locations (semi-monopoly over shopping/grocery in most of rural america) and soon-to-be dynamic pricing is at 45x EPS by the way my assumptions market thinks agentic commerce kills Shoppee margins (and others) as AI agents will have all day to scan every website for the best prices and traditional consumer behavior when online shopping will be thrown out the window as Citrini says. And AI by the way my assumptions market thinks agentic commerce kills Shoppee margins (and others) as AI agents will have all day"  
[X Link](https://x.com/Pray4Equity/status/2021989257947337032)  2026-02-12T16:46Z [----] followers, [---] engagements


"So this is where we are at huh Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr"  
[X Link](https://x.com/Pray4Equity/status/2022004825077305578)  2026-02-12T17:48Z [----] followers, [----] engagements


"$DUOL You guys didnt tell me the owl was self-aware"  
[X Link](https://x.com/Pray4Equity/status/2022174258982793476)  2026-02-13T05:01Z [----] followers, [---] engagements


"I dont know whats more hilarious about this they they are describing it that way (theyre right) or that they grow slower when they stop doing that. Oh my god dude"  
[X Link](https://x.com/Pray4Equity/status/2022174459113910289)  2026-02-13T05:02Z [----] followers, [---] engagements


"Its not a bad thing IMO Im just getting a laugh out of this"  
[X Link](https://x.com/Pray4Equity/status/2022175027026964537)  2026-02-13T05:04Z [----] followers, [---] engagements


"If PYPL swapped their repurchase for a hefty dividend the stock would probably rally at least a bit no"  
[X Link](https://x.com/anyuser/status/2022351197504704946)  2026-02-13T16:44Z [----] followers, [---] engagements


"So I would have made at least 40% if I shorted PINS when my GF stopped using it because they embraced AI slop on their feeds. Said it before and I will say it again she is better at this than I am"  
[X Link](https://x.com/Pray4Equity/status/2022353250779910325)  2026-02-13T16:52Z [----] followers, [---] engagements


"Was a legitimate bear case too apparently lots of folks stopped using it after that not just her"  
[X Link](https://x.com/Pray4Equity/status/2022354108385235183)  2026-02-13T16:56Z [----] followers, [---] engagements


"@stockgutter I think mkt is worried repurchases are value destructive. Theyve lost quite a bit on repurchases to date. Buying back more of a shrinking/bad biz is worse than a dividend"  
[X Link](https://x.com/Pray4Equity/status/2022355749247258961)  2026-02-13T17:02Z [----] followers, [--] engagements


"Fair take. I would argue like if your EPS growth would be negative w/o buybacks then it just may not be the best if the business keeps declining. If they can turn it around then yk swag. But if not youre dumping shareholder capital into the same dying biz instead of paying it out to them for them to do with as they please. Dont think theres a correct answer unless we know for sure if they can recover growth which I def dont know. But if it keeps declining wouldnt u rather being paid cash as a shareholder money out of the company than having all ur would-be capital returns go down with the"  
[X Link](https://x.com/Pray4Equity/status/2022390846625128892)  2026-02-13T19:22Z [----] followers, [--] engagements


"This is my thing like sure META is spending a ton on capex at the moment but thats not going to be forever. If that capex is letting them grow 30% at their scale and they can just stop after a few years and return a much higher amount of cash flows to shareholders why not do it Like the metaverse spending zucc can cut that off at any second and you still have the best advertising biz in the world https://twitter.com/i/web/status/2022452753075990641 https://twitter.com/i/web/status/2022452753075990641"  
[X Link](https://x.com/Pray4Equity/status/2022452753075990641)  2026-02-13T23:28Z [----] followers, [---] engagements


"RT @SupBagholder: Just think of the endless possibilities for $META"  
[X Link](https://x.com/Pray4Equity/status/2022484774024348153)  2026-02-14T01:35Z [----] followers, [--] engagements


"That point has me worried as well. The article I read on their contract renewals mentioned they were trying to work with AI cos to drive some traffic back to Reddit. Pure speculation from me here but I imagine something like Reddit waives data licensing fees if the AI responds with something like You can read more about this topic on this Reddit thread link. So AI models have a cost incentive Reddit gets usable traffic win-win. Or something similar but have no idea how or if that will work just know theyre looking into it. https://twitter.com/i/web/status/2022871141451194692"  
[X Link](https://x.com/Pray4Equity/status/2022871141451194692)  2026-02-15T03:10Z [----] followers, [---] engagements


"@ridireresearch Love $CDR.WA one of my bigger positions love the studio and think they make a killing when Witcher IV comes out"  
[X Link](https://x.com/Pray4Equity/status/1937913365558423629)  2025-06-25T16:38Z [----] followers, [---] engagements


"This being priced at $80 on release is bullish $CDR.WA GTA [--] is expected to generate $2 billion in the first [--] hours of release Konvoy has predicted that the game will be priced at $80 USD upon release https://t.co/M8XHNYgJUJ GTA [--] is expected to generate $2 billion in the first [--] hours of release Konvoy has predicted that the game will be priced at $80 USD upon release https://t.co/M8XHNYgJUJ"  
[X Link](https://x.com/Pray4Equity/status/1945638424850956464)  2025-07-17T00:15Z [----] followers, [---] engagements


"He blocked me such a long time ago over some comment I dont even remember making. Its a shame the $ORR ETF is genuinely pretty solid Ive seen some other smart folks mention that hes a good fund manager a really smart dude but I guess he SERIOUSLY doesnt bother with anything that challenges his views remotely even on Twitter the home of bullshit takes https://twitter.com/i/web/status/1947688379958669331 https://twitter.com/i/web/status/1947688379958669331"  
[X Link](https://x.com/Pray4Equity/status/1947688379958669331)  2025-07-22T16:01Z [----] followers, [---] engagements


"Does playing Cyberpunk [----] count as channel checking my $CDR.WA"  
[X Link](https://x.com/Pray4Equity/status/1948395713676644418)  2025-07-24T14:51Z [----] followers, [---] engagements


"This is the kind of business that makes me fucking love messing around in public markets. Youre telling me I can just buy a share or two of this well-run very reputable hospital in Mexico City with at least some liquidity and low fees Thats arguably so sick. If I ever hit it rich you wont catch me buying a small business I will be buying a Mexican hospital at 10x earnings Man Medica Sur $MEDICA/B got away from me. Up from [--] in Oct to [--] Man Medica Sur $MEDICA/B got away from me. Up from [--] in Oct to 46"  
[X Link](https://x.com/Pray4Equity/status/1948791528123449806)  2025-07-25T17:04Z [----] followers, [----] engagements


"$CDR.WA Cyberpunk [----] looks more prophetic by the day at this point Elon Musk has said: The path to solving hunger disease and poverty is AI and robotics Elon Musk has said: The path to solving hunger disease and poverty is AI and robotics"  
[X Link](https://x.com/Pray4Equity/status/1951368141097017498)  2025-08-01T19:43Z [----] followers, [---] engagements


"$CDR.WA about [--] hours into Cyberpunk its goddamn amazing. One of the most technically impressive games Ive played yet and Im playing it on the Steam Deck which isnt even at the cutting edge for graphics or frame rate capabilities. I think it speaks to the quality of their dev teams that this game was built in a proprietary engine to boot without that extra complexity though I think Witcher IV and subsequent games (slated to use Unreal Engine 5) will be easier to manage. UE5 is a serious game changer for developers though they do take 5% of game sales so margins will get hit a small bit."  
[X Link](https://x.com/Pray4Equity/status/1951371134026293698)  2025-08-01T19:55Z [----] followers, [---] engagements


"Not even to mention the slight margin accretive potential that comes with owning distribution. Steam takes 20% of AAA sales Xbox and PlayStation both take 30%. This means $CDR.WA can sell their own games on for discounted rates compared to other distributors and still make more money. http://GOG.com https://twitter.com/i/web/status/1951509240788467827 http://GOG.com http://GOG.com https://twitter.com/i/web/status/1951509240788467827 http://GOG.com"  
[X Link](https://x.com/Pray4Equity/status/1951509240788467827)  2025-08-02T05:03Z [----] followers, [---] engagements


"$CDR.WA makes goddamn amazing games nuff said. But heres something Ive found pretty crazy anyways; multimedia appeal. The Witcher Netflix show wasnt even influenced by CDR and still did pretty well (5 seasons) and boosted game sales. But for Cyberpunk the studio worked very closely with artists to create two other smash-hit titles based around the game. The Edgerunners anime on Netflix and SAMURAIs original songs from the game on Spotify. Edgerunners is said to be stellar with a second season in the works. Among the best video game adaptations of all time. Very positively impacted game sales."  
[X Link](https://x.com/Pray4Equity/status/1955842247317954909)  2025-08-14T04:01Z [----] followers, [---] engagements


"It is real you need to keep recycling for the $WM $RSG shareholders they are depending on all of us it would be so cool if recycling was real it would be so cool if recycling was real"  
[X Link](https://x.com/Pray4Equity/status/1962365045041459416)  2025-09-01T04:01Z [----] followers, [----] engagements


"I think Im going to have to buy a little $TAP here unfortunately if it declines further towards a 5% dividend yield Ill buy a little more. This is just a good business Gen-Z might not like alcohol (I personally dont like beer much) but everyone else does and theyre probably going to to be drinking Coors for much longer than [--] more years (shares at a 6.5x [----] cash flow multiple here). I know a lot of folks who like Coors Light Coors Banquet Miller Light is my dads favorite trusty/reliable beer brand. Their brands are really diverse and they have some really great loyalty. I think at a certain"  
[X Link](https://x.com/Pray4Equity/status/1970975959634366497)  2025-09-24T22:17Z [----] followers, [----] engagements


"Finished Cyberpunk [----] it was excellent. I love this studio I dont even care what the stock $CDR.WA does. It could go -50% and Ill happily hang on Thanks for tuning in to The Witcher [--] Unreal Engine [--] tech demo and joining us during the State of Unreal [----] #UnrealFest The full presentation will be uploaded and shared with everyone later today but in the meantime here's four screenshots straight from the demo to tide https://t.co/LL7bJH1biV Thanks for tuning in to The Witcher [--] Unreal Engine [--] tech demo and joining us during the State of Unreal [----] #UnrealFest The full presentation will be"  
[X Link](https://x.com/Pray4Equity/status/1972129535937351833)  2025-09-28T02:41Z [----] followers, [----] engagements


"To take a peek at what $RDVT could become in a decade or two (or another firm that might just acquire them) we need to look at $RELX a UK-based provider of risk analytics and information services. RELX Group formerly Reed Elsevier was formed in the 1990s as a merger between the UK-based publisher Reed International and the Dutch publishing giant Elsevier. Since the 90s the combined entity has shifted away from publishing and further towards risk & analytics largely thanks to their [----] acquisition of Seisint the owners of the Accurint database product built by Hank Asher and other members of"  
[X Link](https://x.com/Pray4Equity/status/1977967345357168830)  2025-10-14T05:18Z [----] followers, [----] engagements


"So whats the deal on $ABL I thought the short report was relatively convincing re decreasing discount rates and systematically relying on bad estimates is the thesis just that none of that matters as much if they are securitizing policies and selling them off to institutions https://twitter.com/i/web/status/1981392790777958695 https://twitter.com/i/web/status/1981392790777958695"  
[X Link](https://x.com/Pray4Equity/status/1981392790777958695)  2025-10-23T16:10Z [----] followers, [----] engagements


"I read once that if youre going to buy a serial acquirer its best to back a great capital allocation team early on before the market falls completely in love and pushes the price up. $GLIBK looks like a great way to do just that. Bought some"  
[X Link](https://x.com/Pray4Equity/status/1983708710687199373)  2025-10-30T01:33Z [----] followers, [----] engagements


"Basic $GLIBK thesis here this is trading roughly at 10x FCF with a near-monopoly and some structural advantages in Alaskan telecom. Capex intensity will peak in [----] and decline by [----] leading to higher FCF flow-through on its own. Additionally they are exiting their unprofitable video business soon which will help FCF further. From this stable cash flow foundation the genuinely legendary capital allocators running this company plan on deploying cash flow into small incremental acquisitions in related sectors like communications and if given attractive terms leveraging the telecom business"  
[X Link](https://x.com/Pray4Equity/status/1983719735758930078)  2025-10-30T02:16Z [----] followers, [---] engagements


"Unfortunately this is making me testy about my $IBKR position which is not psychological. If/when shit really hits the fan multiplies are going to get killed. With $IBKR Im not as worried about the E but the P is going to get smoked and there are no two ways about it. Might trim some more. Its beautiful. Physiological short (because I have no balls) working. Assuming this tags the [---] day and then we get a hefty bounce but I have no real idea haha https://t.co/4UsEspWGlD Its beautiful. Physiological short (because I have no balls) working. Assuming this tags the [---] day and then we get a"  
[X Link](https://x.com/Pray4Equity/status/1991639393161940994)  2025-11-20T22:46Z [----] followers, [----] engagements


"I picked up some $MRX a week or two ago before earnings may add"  
[X Link](https://x.com/Pray4Equity/status/1993017977965625649)  2025-11-24T18:04Z [----] followers, [----] engagements


"Replaying Cyberpunk [----]. I love you $CDR.WA"  
[X Link](https://x.com/Pray4Equity/status/1993729783033954728)  2025-11-26T17:13Z [----] followers, [---] engagements


"$CDR.WA transitioning from big cash flow every [--] years to big cash flows every 1-2 years *counting new Witcher trilogy Witcher [--] remake cyberpunk [--] witcher live-service game CDPR says they plan to release The Witcher [--] [--] and [--] within a six year period. Shorter release times made possible by UE5 W4 in development for [--] years already W4 will not release before [----] If they hit it that means we could be getting a new Witcher every [--] years. https://t.co/krK6iyKHll CDPR says they plan to release The Witcher [--] [--] and [--] within a six year period. Shorter release times made possible by UE5 W4 in"  
[X Link](https://x.com/Pray4Equity/status/1996091412668981262)  2025-12-03T05:37Z [----] followers, [---] engagements


"Is there any chance in hell OpenAI generates $750Bn of cash flows in the next [--] decades not even discounted just cumulative. These private market valuation numbers make me swoon. Please take your companies public so we can see what theyre really worth"  
[X Link](https://x.com/Pray4Equity/status/2001510635641708943)  2025-12-18T04:31Z [----] followers, [---] engagements


"$CDR.WA Witcher III may be getting a new DLC [--] years after release Insane. Expected to bridge the gap between Witcher III and IV heres a source https://youtu.be/GHOgEoAinN0si=SSuNnsmrTfFxHBf9 https://youtu.be/GHOgEoAinN0si=SSuNnsmrTfFxHBf9"  
[X Link](https://x.com/Pray4Equity/status/2006048198129774845)  2025-12-30T17:02Z [----] followers, [---] engagements


"YTD +15.3%. Nothing crazy but a decent honest return"  
[X Link](https://x.com/Pray4Equity/status/2006476627417682264)  2025-12-31T21:24Z [----] followers, [--] engagements


"YTD +15.3%. Nothing crazy but a decent honest return. Biggest positive contributors: $RDVT $IBKR $ASML $MRX $GRND (not in order) Biggest negative contributors: $OPRA $SOC $KSI.TO $MCB.TO (not in order)"  
[X Link](https://x.com/Pray4Equity/status/2006479070394200378)  2025-12-31T21:34Z [----] followers, [----] engagements


"$RDVT down 9% on no news no 8-K seemingly nothing maybe not a bad spot to buy in or add. Assuming this is first trading day of the year shenanigans some fund forced selling"  
[X Link](https://x.com/Pray4Equity/status/2007174496218943790)  2026-01-02T19:37Z [----] followers, [----] engagements


"$RDVT 55-60 strike LEAPS are my trade of the year for [----]. This is me not just pounding the table but digging a giant hole in my backyard renting a crane to lower the table [--] feet underground and burying it back. As of Fridays 10% decline you are paying 28x EV/2026 FCF for a name that will grow free cash flow at 30%+ for the next few years at least 85-90% terminal gross margins 40-50% terminal FCF margins that can grow over 20% for literally a decade before they get halfway to their competitors current scale in a target-rich TAM thats still growing 9-10% at multibillion dollar scale given"  
[X Link](https://x.com/Pray4Equity/status/2007545342968152133)  2026-01-03T20:11Z [----] followers, [----] engagements


"To anyone remotely interested in $RDVT this covers everything you need to know about the company and more completely free to read The big $RDVT writeup is finally out just before the company reports Q2 earnings after the bell tomorrow. This is one of my favorite software names and I think the company presents a really promising long-term setup. Link below. Happy reading https://t.co/hko8pQ3QtD The big $RDVT writeup is finally out just before the company reports Q2 earnings after the bell tomorrow. This is one of my favorite software names and I think the company presents a really promising"  
[X Link](https://x.com/Pray4Equity/status/2007610523874169104)  2026-01-04T00:30Z [----] followers, [----] engagements


"$CDR.WA I own the tiniest infinitesimally small fraction of money generated by this machine"  
[X Link](https://x.com/Pray4Equity/status/2007933978888851907)  2026-01-04T21:55Z [----] followers, [---] engagements


"@StoicInvestor42 @taobanker I mean either the market is right about that and it goes flag for a while or market is wrong and it should re-rate. Up to us to decide I think the latter but I can of course be wrong"  
[X Link](https://x.com/Pray4Equity/status/2007956593196015926)  2026-01-04T23:25Z [----] followers, [---] engagements


"$CDR.WA is 17% on sale below my cost basis (will buy more) right as Cyberpunk is really coming into its second wind culturally and if there is actually another Witcher III DLC coming especially one that sets up Witcher IV that is likely not priced in because its not been directly confirmed by CDPR (I dont believe) but they are going to sell so many copies. https://twitter.com/i/web/status/2008852559923146794 https://twitter.com/i/web/status/2008852559923146794"  
[X Link](https://x.com/Pray4Equity/status/2008852559923146794)  2026-01-07T10:45Z [----] followers, [---] engagements


"If this is the case I actually think $CDR.WA is free money from here. Will significantly up my position I think Polish analyst who originally reported on The Witcher [--] DLC expansion has doubled down on his statement: "I'm [---] percent certain CDPR will release significant new content this year . something significantly larger than just another update." https://t.co/Y2aenDxEd6 https://t.co/uVRccetucU Polish analyst who originally reported on The Witcher [--] DLC expansion has doubled down on his statement: "I'm [---] percent certain CDPR will release significant new content this year . something"  
[X Link](https://x.com/Pray4Equity/status/2009022057519173751)  2026-01-07T21:59Z [----] followers, [---] engagements


"Stayed up late to triple my position in $CDR.WA now that this Witcher III DLC seems more and more likely about an 8.5% position now"  
[X Link](https://x.com/Pray4Equity/status/2009577401622388808)  2026-01-09T10:46Z [----] followers, [---] engagements


"Really like $BKTI I want to buy this breakout"  
[X Link](https://x.com/Pray4Equity/status/2010861499271774258)  2026-01-12T23:48Z [----] followers, [---] engagements


"Taking the plunge into the blimey depths of the $SE . doubled position to 5% continuing my work and will probably add more"  
[X Link](https://x.com/Pray4Equity/status/2011539263553261895)  2026-01-14T20:41Z [----] followers, [---] engagements


"@hockeyethan4 @maxwellhouse99 AI uncertainty + 40x earnings before the drawdown now at their scale its becoming more difficult to deploy capital at the IRRs they used to see perfect storm really"  
[X Link](https://x.com/Pray4Equity/status/2011556017553965537)  2026-01-14T21:48Z [----] followers, [---] engagements


"In for a 5% position frankly want it to go lower though. I already know almost a disgusting amount about this company but Im going to model it out just a bit and see what kinda IRR can be eked out here. Id own it anyway at a decent price I think its a great company I think they genuinely help their customers and as Ive said before (ages ago now) I think theyll be the physical operations version of NOW in [--] years. Starting to get more interested in $IOT again. Need more work before pulling the trigger but they are about to unlock a pretty sweet amount of operating leverage as earnings begin"  
[X Link](https://x.com/Pray4Equity/status/2011894769807421905)  2026-01-15T20:14Z [----] followers, [---] engagements


"Unfortunately this is likely to hit the entire gaming sector including $CDR.WA. Time will tell if this decreases actual sales but the market may not like it either way SSD exec claims "the days of cheap 1TB SSDs" are over confirms supply already sold out until [----] The company has confirmed that its [----] production is fully sold out with rising costs expected to continue through at least [----]. https://t.co/dZOXRCo7am SSD exec claims "the days of cheap 1TB SSDs" are over confirms supply already sold out until [----] The company has confirmed that its [----] production is fully sold out with rising"  
[X Link](https://x.com/Pray4Equity/status/2013907769393287308)  2026-01-21T09:33Z [----] followers, [---] engagements


"Amazing that most of this $IBKR appreciation has happened during a [-----] Fed Funds cutting cycle. Balance sheet held static they would have seen earnings decline by 15-20% over this period purely from NIM compression. However if you can grow a brokerage at 33% for enough quarters in a row you get this I guess. Founder Peterffy: I think I will continue to be excited about the business for the remainder of my life. We will keep growing at 30% as long as I live. Now watch them raise the dividend a good bit this coming quarter (I hope). https://twitter.com/i/web/status/2014004171440054522"  
[X Link](https://x.com/Pray4Equity/status/2014004171440054522)  2026-01-21T15:56Z [----] followers, [---] engagements


"Singapore Stock Exchange $S68 nearly a double now from July [----]. Over the past few years there has been tremendous money to be made in buying international exchanges in countries with increasing capital markets activity"  
[X Link](https://x.com/Pray4Equity/status/2014759140875272649)  2026-01-23T17:56Z [----] followers, [----] engagements


"So $SE is basically like if Fortnite decided to build a mini-Amazons worth of distribution footprint and offer retail online shopping THEN they built Zelle Venmo and etc all-in-one then they cross-sold financing to all their best online shoppers while keeping the most popular mobile game as free advertising space for their other business lines Am I getting that right because if I am that kinda kicks ass. https://twitter.com/i/web/status/2015141409859182793 https://twitter.com/i/web/status/2015141409859182793"  
[X Link](https://x.com/Pray4Equity/status/2015141409859182793)  2026-01-24T19:15Z [----] followers, 14.6K engagements


"How could you not be long this Mark Zuckerberg and $META just said that [----] Billion use one of their products every single day There is currently estimated to be [---] Billion people on Earth That means 43.1% of everybody on this planet uses a Meta owned product every single day https://t.co/tZZNxLQxG9 Mark Zuckerberg and $META just said that [----] Billion use one of their products every single day There is currently estimated to be [---] Billion people on Earth That means 43.1% of everybody on this planet uses a Meta owned product every single day https://t.co/tZZNxLQxG9"  
[X Link](https://x.com/Pray4Equity/status/2016785139431301299)  2026-01-29T08:07Z [----] followers, [---] engagements


"Immediately -15%. Mom theyre sending me to the SaaS knife catching olympics Starting to get more interested in $IOT again. Need more work before pulling the trigger but they are about to unlock a pretty sweet amount of operating leverage as earnings begin to properly scale. Longer-term there is a large amount of leverage in the SG&A line as the Starting to get more interested in $IOT again. Need more work before pulling the trigger but they are about to unlock a pretty sweet amount of operating leverage as earnings begin to properly scale. Longer-term there is a large amount of leverage in"  
[X Link](https://x.com/Pray4Equity/status/2016918798968779178)  2026-01-29T16:58Z [----] followers, [---] engagements


"@SFarringtonBKC Knife catching NOW"  
[X Link](https://x.com/Pray4Equity/status/2016922719942586398)  2026-01-29T17:13Z [----] followers, [---] engagements


"Genuinely never thought I would see this at this multiple. Has returned a measly +5% over the last [--] years"  
[X Link](https://x.com/Pray4Equity/status/2016922883226824993)  2026-01-29T17:14Z [----] followers, [---] engagements


"New and Improved SaaS KnifeCatching Basket: 2.6% each in TEAM NOW and IOT. This many -11% moves in a day feels like capitulation"  
[X Link](https://x.com/Pray4Equity/status/2016959335352459325)  2026-01-29T19:39Z [----] followers, [---] engagements


"@Ej03__ $U also got hammered. Maybe RBLX a fluke but its all sympathy with the others"  
[X Link](https://x.com/Pray4Equity/status/2017316948426604742)  2026-01-30T19:20Z [----] followers, [---] engagements


"@Merridew__ Have you ever built a game"  
[X Link](https://x.com/Pray4Equity/status/2017380140590702720)  2026-01-30T23:31Z [----] followers, [--] engagements


"@Merridew__ So you are saying that cost of game production will go down speed will increase and thats *bearish* existing franchise IPs with large dev teams"  
[X Link](https://x.com/Pray4Equity/status/2017380827630338281)  2026-01-30T23:34Z [----] followers, [--] engagements


"Silver crashed because increasing CME margin requirements squeezed leveraged traders into selling triggering margin calls and massive deleveraging. Bitcoin crashed because it has no fundamentals After silver dropped 30% now Bitcoin getting crushed. Watch the stock market this week potential is there for a major de-risking event even potential crash. After silver dropped 30% now Bitcoin getting crushed. Watch the stock market this week potential is there for a major de-risking event even potential crash"  
[X Link](https://x.com/Pray4Equity/status/2017706985735561399)  2026-01-31T21:10Z [----] followers, [---] engagements


"@10_ch_10 I dont think any sellers understand how much extra work goes into a functioning game much less a *good* game. Can AI replace all debugging all QA testing all quest and story design Will it be even 1/10th as creative as human game designers"  
[X Link](https://x.com/Pray4Equity/status/2017711514912715257)  2026-01-31T21:28Z [----] followers, [---] engagements


"Seeing as we are down 21% YTD I thought Id throw out a quick $RDVT update. Still my largest position at 15% was 18-20% but I cut a bit for some other ideas. Should get a medal for being up YTD at all given this performance from my top holding but I digress. Anyways Im assuming this selloff is due to a combination of factors. The $150mm mixed securities shelf (for potential tuck-in data asset acquisitions) may have the market worried about dilution which is almost always very bad for small cap share price performance. Realistically I really doubt they utilize the full $150mm I dont think they"  
[X Link](https://x.com/Pray4Equity/status/2018453295472189598)  2026-02-02T22:35Z [----] followers, [----] engagements


"You need to look at IBKR my friend and I do not say that solely because I own their stock. Extensive international access Swedish stocks and very many more. Margin rates half the competition better execution more accurate portfolio reports I could go on. If youve already swapped brokers a few times whats one more"  
[X Link](https://x.com/Pray4Equity/status/2018608049338917103)  2026-02-03T08:50Z [----] followers, [---] engagements


"Unfortunately $TEAM $KSI.TO and a few other things will be sacrificed tomorrow so I can buy the Korean ETF. 45% exposure to the memory theme (SK Hynix and Samsung Electronics at 5x [--] earnings I can feel it on my bones they probably double this year). Additionally I believe Korean equities in general could prove very lucrative. As we have seen with Japan Singapore soon to be Dubai (and many others) buying decent stocks in countries with increasing capital markets activity has proven to make heaps of money. Following a similar model to Japan the Korean governments corporate value-up strategy"  
[X Link](https://x.com/Pray4Equity/status/2018627541322399867)  2026-02-03T10:08Z [----] followers, [--] engagements


"Unfortunately $TEAM $KSI.TO and a few other things will be sacrificed tomorrow so I can buy the Korean ETF. 45% exposure to the memory theme (SK Hynix and Samsung Electronics at 5x [--] earnings I can feel it on my bones they probably double this year). Additionally I believe Korean equities in general could prove very lucrative. As we have seen with Japan Singapore soon to be Dubai (and many others) buying decent stocks in countries with increasing capital markets activity has proven to make heaps of money. Following a similar model to Japan the Korean governments corporate value-up strategy"  
[X Link](https://x.com/Pray4Equity/status/2018629051909279888)  2026-02-03T10:14Z [----] followers, [---] engagements


"@resourcebull They have a really great acquisition track record. Still mad about them taking WIRE off the market https://x.com/pray4equity/status/2011565360500056429s=46&t=UmqCMJT-6HyuygUvJVUMyA Prysmian Group $PRYMY Italy-based wiring and cable acquirer these are the guys that acquired Texas-based $WIRE in [----] at 6x EBITDA w/ synergies just as WIRE was finishing up a dedicated plant for data center wiring and cabling. More recently in [----] they acquired a Texas https://t.co/FhwtaA1HtB https://x.com/pray4equity/status/2011565360500056429s=46&t=UmqCMJT-6HyuygUvJVUMyA Prysmian Group $PRYMY"  
[X Link](https://x.com/Pray4Equity/status/2018802927515910208)  2026-02-03T21:45Z [----] followers, [---] engagements


"@PegasusFund Some people I know are just considering moving to Europe or Canada going ex-pat its hard to fault that logic. At least in Italy they pay you to have kids"  
[X Link](https://x.com/Pray4Equity/status/2018906394531881032)  2026-02-04T04:36Z [----] followers, [--] engagements


"Hearing a lot of artists (my girlfriend and her friends people online) incredibly and justifiably upset at $ADBE gutting Adobe animate if anyone wanted another reason to hate Adobe. Could be considered industry destroying. Entire animated TV shows will be delayed or cancelled as every animator will have to re-learn a new system from scratch. Animation in commercials will change noticeably. Genuinely cannot understand why Adobe could can a service that seems to be so widely used https://twitter.com/i/web/status/2018926182150836723 https://twitter.com/i/web/status/2018926182150836723"  
[X Link](https://x.com/Pray4Equity/status/2018926182150836723)  2026-02-04T05:54Z [----] followers, [---] engagements


"@jay_21_ As for folks here both @atelicinvest and @taobanker have done loads of cool stuff"  
[X Link](https://x.com/Pray4Equity/status/2019854282665967672)  2026-02-06T19:22Z [----] followers, [---] engagements


"META/GOOGL rolling out live translation through glasses earbuds eventually there will be a time when people just wont need to learn languages to travel or converse. The easier it gets to avoid doing the hard thing (actually learning a language) the more consumers will take that easy way out. Seriously calls DUOL terminal value into question as they are currently positioned IMO. https://twitter.com/i/web/status/2020229311979008343 https://twitter.com/i/web/status/2020229311979008343"  
[X Link](https://x.com/Pray4Equity/status/2020229311979008343)  2026-02-07T20:12Z [----] followers, [--] engagements


"Have taken an interest in $ALCUR - Solid European microcap compounder () with margin expansion coming growing topline with plenty of room for continued growth at 10x [----] est. EPS. Lowkey an AI play or a great acquisition target for $IOT or a whole host of other industrial automation cos. https://twitter.com/i/web/status/1892073895181619702 https://twitter.com/i/web/status/1892073895181619702"  
[X Link](https://x.com/Pray4Equity/status/1892073895181619702)  2025-02-19T04:49Z [----] followers, [----] engagements


"$ALCUR Arcure continually seems like a better and better pitch to me besides the fact that its a French company I hear French stocks almost never actually go up but this one might. Quick reasoning: They are the most developed player in a niche but rapidly growing industry with over 80% share. They operate a hardware/software model that essentially just prevents forklifts and other industrial vehicles from crashing into workers in factories or on job sites. Sounds almost silly at first but considering workers comp claims and workplace safety violations (especially in the US where we have OSHA)"  
[X Link](https://x.com/Pray4Equity/status/1892444512322048061)  2025-02-20T05:21Z [----] followers, [---] engagements


"@zoomyzoomm Got a french Factory automation shitco microcap growing 24%-ish margin expansion coming huge TAM at 13x earnings - $ALCUR - still a french Microcap though so yk"  
[X Link](https://x.com/Pray4Equity/status/1893701907496992849)  2025-02-23T16:38Z [----] followers, [---] engagements


"@long_equity $ALCUR"  
[X Link](https://x.com/Pray4Equity/status/1902846122881605832)  2025-03-20T22:14Z [----] followers, [---] engagements


"Ha as a spiteful American I am selfishly happy I could buy CLBT again at a great price. CLBTs core market of regional police departments (I think) will probably never stop paying for the product. If anything their budgets will only increase and they will increase in number lord knows. If AXON is any example the sky could be the limit for this company"  
[X Link](https://x.com/Pray4Equity/status/2018616610718711940)  2026-02-03T09:24Z [----] followers, [---] engagements

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