# ![@StrongandFreeCA Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2874033109.png) @StrongandFreeCA Aurelius

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

### Engagements: [------] [#](/creator/twitter::2874033109/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2874033109/c:line/m:interactions.svg)

- [--] Week [---------] +188%
- [--] Month [---------] +80,917%
- [--] Months [---------] +412,640%
- [--] Year [---------] +173,508%

### Mentions: [--] [#](/creator/twitter::2874033109/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2874033109/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::2874033109/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2874033109/c:line/m:followers.svg)

- [--] Week [---] +25%
- [--] Month [---] +39%
- [--] Months [---] +64%
- [--] Year [---] +211%

### CreatorRank: [---------] [#](/creator/twitter::2874033109/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2874033109/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$app](/topic/$app), [ai](/topic/ai), [in the](/topic/in-the), [business](/topic/business), [canada](/topic/canada), [bullish](/topic/bullish), [strong](/topic/strong), [$googl](/topic/$googl), [$pltr](/topic/$pltr), [$u](/topic/$u)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Unity Software Inc. (U)](/topic/$u) [Shopify Inc (SHOP)](/topic/$shop) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Micron Technology, Inc. (MU)](/topic/$mu) [Coeur Mining, Inc. (CDE)](/topic/$cde) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [GitLab Inc. (GTLB)](/topic/$gtlb) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [StarLink (STARL)](/topic/starlink) [Retail (RETAIL)](/topic/retail) [Boeing Co (BA)](/topic/boeing) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@StephenPunwasi Isnt the point here not that public sector workers are getting screwed but non public sector taxpayers are Guv money is still funding these things just also assigning ownership to a special subset of citizens in this case those who get that sweet defined benefit pension"  
[X Link](https://x.com/StrongandFreeCA/status/1722760689549214042)  2023-11-09T23:38Z [--] followers, [--] engagements


"@ronmortgageguy Family/friends is the only things keeping us here (1 hour outside Toronto). Another layer to this: workfor a US company paid in CAD. With our currency weakening long-term relative to USD (or MXN) thanks to bad policies- Why wouldnt I jump at the chance to move to USA ASAP"  
[X Link](https://x.com/StrongandFreeCA/status/1743295716041056443)  2024-01-05T15:37Z [--] followers, [---] engagements


"We should have industrial policy that means critical supply chains arent dependent on geopolitical rivals ie PPE and pharma during covid Also aligning with American trade policy. The USA wont let us backdoor thier Chinese tariffs with Chinese goods. If the Americans pressure us to choose our market USA vs China the choice is easy right"  
[X Link](https://x.com/StrongandFreeCA/status/1823445514043773013)  2024-08-13T19:44Z [---] followers, [--] engagements


"@JonFraserTF @elonmusk @Starlink @liberal_party Hes not acting in good faith to try and build something that works. Hes courting Quebec voters and the premiers support for the next election. His primary motive is keeping political power; his ideology the wellbeing of the country and his family are all lower priorities"  
[X Link](https://x.com/StrongandFreeCA/status/1835022425152802864)  2024-09-14T18:26Z [---] followers, [--] engagements


"This is what an oligopoly economy looks like. Go along to get along is in most of us if you have a dynamic economy its manageable but when corporate power is consolidated it messes up the incentives. I say this as a diehard capitalist. The USA innovation economy is the dream not this corporatist hellscape"  
[X Link](https://x.com/StrongandFreeCA/status/1853889905086414955)  2024-11-05T19:59Z [---] followers, [--] engagements


"@Tablesalt13 Watch Hillbilly Elegy on Netflix. Makes him 10x more impressive knowing where he came from and what he went through growing up"  
[X Link](https://x.com/StrongandFreeCA/status/1855383175314210983)  2024-11-09T22:53Z [---] followers, [---] engagements


"@Tablesalt13 This is actually smart. We need to decouple ourselves from Mexico in trade negotiations with the US"  
[X Link](https://x.com/StrongandFreeCA/status/1858188266760982987)  2024-11-17T16:39Z [--] followers, [--] engagements


"Given this and recently announced public service cuts have to believe unemployment rate has a lot of room to run higher. Recession was supposed to be handled by rate cuts if the bond markets wont let us race to [--] we might see the biggest us/can labour market dispersion in our lifetimes"  
[X Link](https://x.com/StrongandFreeCA/status/1882117625016209595)  2025-01-22T17:26Z [--] followers, [---] engagements


"@realchrisrufo Rufo and Trump on the White House front porch https://youtu.be/BAunpxS8GXosi=DoKgwRu7ekFBb8wK https://youtu.be/BAunpxS8GXosi=DoKgwRu7ekFBb8wK"  
[X Link](https://x.com/StrongandFreeCA/status/1882162091710468511)  2025-01-22T20:23Z [--] followers, [--] engagements


"@Geiger_Capital The guy basically describes the last [--] years of Canada immigration policy we jacked up low skilled immigration and saw gdp per capita flatline. Refreshingly competent first principles thinker. Possibility to be the most influential treasury secretary since Morgenthau"  
[X Link](https://x.com/StrongandFreeCA/status/1882170025496465532)  2025-01-22T20:54Z [--] followers, [----] engagements


"God give me the confidence of a poli-sci trained career politician with prior experience as a aid/development consultant handicapping trade negotiations with Wall Street CEOs and Lighthizer/Soros protges. Liberal MP Karina Gould says Canadians shouldnt worry about looming U.S. tariffs because they are smarter" and more capable than Americans. She says Canada will win this trade dispute. https://t.co/ysnrrbqEha Liberal MP Karina Gould says Canadians shouldnt worry about looming U.S. tariffs because they are smarter" and more capable than Americans. She says Canada will win this trade dispute."  
[X Link](https://x.com/StrongandFreeCA/status/1885058670540489194)  2025-01-30T20:13Z [--] followers, [--] engagements


""Trump got nothing" seems like saving face spin: - Fentanyl czar - Joint task force + [---] mil new funding - Money laundering push (ask Sam Cooper whether we were already going to do that) - Cartel terrorist designation (we won't even put the IRGC there) Law enforcement new normal is USA looking over our shoulder on everything that matters for a [--] day pause. Pretty nice win for Trump"  
[X Link](https://x.com/StrongandFreeCA/status/1886860178894500320)  2025-02-04T19:31Z [--] followers, [---] engagements


"@JDVance Dad when did the Golden Age start Well son the based Manhattan real estate developer and the world smartest hillbilly got to the White House. All of a sudden your actions in the real world counted 10x more than the words you typed online and so nature began to heal"  
[X Link](https://x.com/StrongandFreeCA/status/1888036383597498800)  2025-02-08T01:25Z [--] followers, [---] engagements


"@PalmerLuckey Congrats on all the success Let retail in and we will make PLTR stans look like a Boeing emergency door. Please make the next round an IPO"  
[X Link](https://x.com/StrongandFreeCA/status/1888061394920091956)  2025-02-08T03:04Z [--] followers, [---] engagements


"@mckaywrigley Going back and rereading all your stuff in anticipation any recommendations on other sources for a o1pro starter kit for those looking to step up from the 20/month Gemini+oai"  
[X Link](https://x.com/StrongandFreeCA/status/1888702416478204018)  2025-02-09T21:32Z [--] followers, [---] engagements


"@HedgeVision Great update as always. Thoughts on $UBER entry pricing"  
[X Link](https://x.com/StrongandFreeCA/status/1897333338610000011)  2025-03-05T17:08Z [--] followers, [---] engagements


"@signulll I feel like they nailed memory [--] months ago and no ones come close since. Had voice mode read them back to me the other day and it was so smooth just another reason why they are still far ahead on UX vs everyone else. As Satya said first and foremost a product company"  
[X Link](https://x.com/StrongandFreeCA/status/1900675153702404504)  2025-03-14T22:27Z [--] followers, [--] engagements


"@StevenCheung47 Not sure we deserve such a big white house comms upgrade https://x.com/EndWokeness/status/1854881282141909126 Biden's speechwriting team and Kamala's social media team. [--] captions needed. https://t.co/3r0aYG8hpN https://x.com/EndWokeness/status/1854881282141909126 Biden's speechwriting team and Kamala's social media team. [--] captions needed. https://t.co/3r0aYG8hpN"  
[X Link](https://x.com/StrongandFreeCA/status/1901641855617425532)  2025-03-17T14:28Z [--] followers, [--] engagements


"@Anthony__Koch But wait overlay this with the combined fed/prov fiscal deficits and you get to see the great return on all our great government investments"  
[X Link](https://x.com/StrongandFreeCA/status/1909063832778965249)  2025-04-07T02:01Z [--] followers, [---] engagements


"Navarro is there for Art of the Deal. Hes the trade version of John Bolton for every question a tariff/bombing is the answer. Trumps made very clear why its good to have a guy like that around. Hes the bad cop that creates urgency meanwhile good cop Bessent handles the actual negotiations. Donald Trump tells Joe Rogan his biggest mistake was John Bolton. "An idiot" "A lunatic" "A nut job" "A bad guy" "A whack job" 😂 https://t.co/Ie54ao0IkL Donald Trump tells Joe Rogan his biggest mistake was John Bolton. "An idiot" "A lunatic" "A nut job" "A bad guy" "A whack job" 😂 https://t.co/Ie54ao0IkL"  
[X Link](https://x.com/StrongandFreeCA/status/1909688846352085186)  2025-04-08T19:24Z [--] followers, [---] engagements


"100% on fiscal policy I think the crime portion was quite bold though. [--] strikes law + preemptive NWC as a properly scaled policy response to the causes of the crime wave which were bad laws and out of control judiciary. Wouldve been the strongest law and order agenda in this country in 50+ years"  
[X Link](https://x.com/StrongandFreeCA/status/1919458019064021212)  2025-05-05T18:23Z [--] followers, [---] engagements


"I dont think per se but Nadella has huge leverage on OpenAI converting to a for profit structure and unlocking all their conditional fundraising raised thus far. A great recent primer on the tensions in particular OpenAI Enterprise and MSFT sales teams competing to sell the same models to customers: https://youtu.be/OLTeIieANTMsi=-I1W_F2mk_PF__TK https://youtu.be/OLTeIieANTMsi=-I1W_F2mk_PF__TK"  
[X Link](https://x.com/StrongandFreeCA/status/1937617357939122666)  2025-06-24T21:02Z [---] followers, [--] engagements


"@SupBagholder Have you tried them Answers are lightning quick and Id say between 4o and o3 model quality. Chrome browser bar questions are a great use case now. It does heighten DOJ anti trust remedy importance tho selling chrome could be a big blow to defending the search business"  
[X Link](https://x.com/StrongandFreeCA/status/1948389136928223503)  2025-07-24T14:25Z [---] followers, [---] engagements


"@ecommerceshares If this is a humble brag leading into a Sydney Sweeney reveal youll go down in history"  
[X Link](https://x.com/StrongandFreeCA/status/1949497992341262718)  2025-07-27T15:51Z [---] followers, [---] engagements


"@RihardJarc Was trying to peivce together a thesis for relative outperform today on $MU vs $SMH makes sense"  
[X Link](https://x.com/StrongandFreeCA/status/1952787971670671741)  2025-08-05T17:45Z [---] followers, [---] engagements


"@RihardJarc The one-two punch of the "best" overall model and TPU inference cost should be impactful. All we need now is for Sundar to throw Zuck level money at some OpenAI product people to get some UX wins https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025tid=1754931568354 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025tid=1754931568354"  
[X Link](https://x.com/StrongandFreeCA/status/1954951206641819753)  2025-08-11T17:01Z [---] followers, [---] engagements


"@riteshmjn Because they overproduce for their own anemic consumer markets and need access to the US consumer to not tip into recession"  
[X Link](https://x.com/StrongandFreeCA/status/1957800017327948259)  2025-08-19T13:41Z [---] followers, [---] engagements


"@cenkuygur Perfectly and gracefully said. Hopefully you can have some influence on Piker who is a bad influence on the left right now. You don't need to compromise any of your ideological views to reaffirm behavioural norms that are important right now"  
[X Link](https://x.com/StrongandFreeCA/status/1966171799709966573)  2025-09-11T16:07Z [---] followers, [--] engagements


"Why dont we have North Korean levels of political consensus in our society"  
[X Link](https://x.com/StrongandFreeCA/status/1969842695737614529)  2025-09-21T19:14Z [---] followers, [--] engagements


"@fasc1nate You do realize in Canada people cant share news articles on Meta platforms right"  
[X Link](https://x.com/StrongandFreeCA/status/1971408480142754071)  2025-09-26T02:56Z [---] followers, [--] engagements


"@RihardJarc Would love some Gemini [--] silence for a nice bearish GOOGL move to buy more. Still the most mispriced AI name in the market today. Product cadence has improved consistently all we need is clear model dominance and the narrative is going to shift quickly"  
[X Link](https://x.com/StrongandFreeCA/status/1975638355460436060)  2025-10-07T19:04Z [---] followers, [----] engagements


"@ecommerceshares People should be looking at the Gemini [---] computer use model and how thats going to change Chrome. Its going to be a battle between OAI chatbot first UX GOOGL Chrome first UX and XAI X first UX. I love X but Im betting on GOOGL for first to 3B DAU"  
[X Link](https://x.com/StrongandFreeCA/status/1976312176282567161)  2025-10-09T15:41Z [---] followers, [---] engagements


"Great analysis and breakdown of GPU end markets. As a GOOGL bull I don't see much here to be worried about they will self-finance their GPU/TPU buildout and their forward multiple is relatively low. Probably a good place to hide as a long term AI believer if we see multiple contraction. Interested to hear from you where you see the balance of risk for them supply vs demand"  
[X Link](https://x.com/StrongandFreeCA/status/1976322212136178009)  2025-10-09T16:21Z [---] followers, [---] engagements


"Interesting this was at 1/4th dose. Microdosing was my projected path as well but this def gives me pause. Would love to eliminate food noise and then taper off sounds like you need extreme discipline and precise dosing to pull this off. Makes me bullish $OMDA or some other digital health copilot that will pairs with a GLP-1. https://twitter.com/i/web/status/2013331891118596308 https://twitter.com/i/web/status/2013331891118596308"  
[X Link](https://x.com/PrincipatusCap/status/2013331891118596308)  2026-01-19T19:25Z [---] followers, [--] engagements


"@ianbremmer Why can an election not be held safely and securely in Ukraine now but [---] years ago the North was able to hold regular elections throughout the Civil War including Lincolns reelection"  
[X Link](https://x.com/StrongandFreeCA/status/1892232931029954704)  2025-02-19T15:21Z [--] followers, [----] engagements


"@Geiger_Capital Calgary Alberta is at 30% ESL this year unfortunately NC is the tip of the iceberg"  
[X Link](https://x.com/StrongandFreeCA/status/1990623460658454955)  2025-11-18T03:29Z [---] followers, [----] engagements


"$NVDA $MSFT OpenAI et al. on their nth partnership announcement "fight the empire" $GOOGL:"  
[X Link](https://x.com/StrongandFreeCA/status/1990825391510962439)  2025-11-18T16:52Z [---] followers, [---] engagements


"@themarketradar You should adjust this to NVDA and GOOGL vs rest of MAG7 ATH today not slowing down"  
[X Link](https://x.com/StrongandFreeCA/status/1991314972769431583)  2025-11-20T01:17Z [---] followers, [---] engagements


"Applaud the focus but unfortunately all these cases highlight that mass migration is only 50% of Western decline. The other half is a woke suicidially empathetic ruling class prevalent across the West that are sacrificing the native working class population on the alter of tolerance. When the state dept starts publishing watchlists of universities spewing this ideology Ill be more hopeful"  
[X Link](https://x.com/StrongandFreeCA/status/1991925771481346469)  2025-11-21T17:44Z [---] followers, [--] engagements


"Begging someone to setup a Bill Kristol @Polymarket so I can short his takes and build generational wealth Almost every Afghan refugee will turn out to be so much better an American than Charlie Kirk. Almost every Afghan refugee will turn out to be so much better an American than Charlie Kirk"  
[X Link](https://x.com/StrongandFreeCA/status/1993878789622038637)  2025-11-27T03:05Z [---] followers, [--] engagements


"@mvcinvesting $CDE USA/MEX gold/silver miner that just acquired CAN mine New Gold. Long gold commodity and under appreciated operator story I like the North American footprint which proofs it from alot of geopolitical risk. Plenty of catalysts in [----] especially if we get a USMCA renewal"  
[X Link](https://x.com/StrongandFreeCA/status/1994217568358281390)  2025-11-28T01:31Z [---] followers, [----] engagements


"@ecommerceshares As a $APP bull still waiting for my $TTD apology. Absolute binary outcome everyone was offsides on and everyone just walked away whistling with their hands in their pockets"  
[X Link](https://x.com/StrongandFreeCA/status/1995521176635122077)  2025-12-01T15:51Z [---] followers, [---] engagements


"$TMDX it is time. Strong Q4 flight data and company fundamentals. Breakout above recent resistance at $144 and now a nice bounce in a down tape"  
[X Link](https://x.com/StrongandFreeCA/status/1995526352770896009)  2025-12-01T16:12Z [---] followers, [--] engagements


"If were lucky we also get a $IWM + healthcare rotation macro tailwind in [----]. Huge appreciation to @JonahLupton who championed and helped so many understand this"  
[X Link](https://x.com/StrongandFreeCA/status/1995526609374150905)  2025-12-01T16:13Z [---] followers, [--] engagements


"@dividenddude Bullish for $TSLA robotaxi that he feels comfortable pumping GOOGL when they are his only competition"  
[X Link](https://x.com/StrongandFreeCA/status/1995537199559832055)  2025-12-01T16:55Z [---] followers, [---] engagements


"@TMTLongShort Ask Iranians about TACO if the arent too busy still picking up rubble. Cant see that happening here incentives are all skewed to this happening. I dont get why they dont give the guy immunity though what do we care if he lives it up in Switzerland"  
[X Link](https://x.com/StrongandFreeCA/status/1995661904417796132)  2025-12-02T01:10Z [---] followers, [---] engagements


"@ContrarianCurse And LLMs only compound this further"  
[X Link](https://x.com/StrongandFreeCA/status/1996262434449793058)  2025-12-03T16:57Z [---] followers, [---] engagements


"@ContrarianCurse Which is why you can still own NVDA as "the market is bullish on NVDA with 40% rev growth 60% gross margins" next year which people would kill for in any other MAG7"  
[X Link](https://x.com/StrongandFreeCA/status/1996263996349993098)  2025-12-03T17:03Z [---] followers, [----] engagements


"@alexbrown17 Using Reconciliation Inc. to disrupt the private economy and move more financial activities onto the provinces' balance sheet. You may not like the plan but never accuse them of not having one"  
[X Link](https://x.com/StrongandFreeCA/status/2000312686232666255)  2025-12-14T21:11Z [---] followers, [--] engagements


"@BagelPolling Cons retaining their support is a way bigger deal than people want to admit. The current Con coalition isn't anti-Trudeau it's anti-boomer consensus. This is durable majority support if the Cons are smart enough to ignore the noise and press on"  
[X Link](https://x.com/StrongandFreeCA/status/2000638349766513080)  2025-12-15T18:45Z [---] followers, [---] engagements


"@BasedStatistic @RihardJarc This. GOOGL is so compute constrained at current prices so it doesn't make sense. I agree in the long term they have the opportunity to do this but more of a [----] risk then [----]. TSM capacity limitations will save everyone's margins this year"  
[X Link](https://x.com/StrongandFreeCA/status/2000946624168911139)  2025-12-16T15:10Z [---] followers, [--] engagements


"@ContrarianCurse Studio Ghilibi/Nano banana were big MAU adoption moments. If theyre competing in consumer they cant cede the image use case to Gemini in perpetuity even if it turns their latency for shit. A rock and a hard place problem without an obvious solution bullish $GOOGL"  
[X Link](https://x.com/StrongandFreeCA/status/2001372283173208378)  2025-12-17T19:21Z [---] followers, [---] engagements


"@RihardJarc Me waiting on Mackenzie and Jeffs midlife crises to end so Im no longer exit liquidity on a great company"  
[X Link](https://x.com/StrongandFreeCA/status/2001372881956339922)  2025-12-17T19:24Z [---] followers, [---] engagements


"@ContrarianCurse GOOGL TPUs and Flash looking like a great choice right now"  
[X Link](https://x.com/StrongandFreeCA/status/2001400032746983838)  2025-12-17T21:12Z [---] followers, [----] engagements


"$MU is there a "dark fiber" comp to [--] part of the supply chain being so constrained that prices rise like this AI bubblers need to explain how we're going to overbuild when HBM and TSM capacity is slowing down so much of this"  
[X Link](https://x.com/StrongandFreeCA/status/2001400613184086358)  2025-12-17T21:14Z [---] followers, [--] engagements


"@ContrarianCurse Much less a problem for $GOOGL. hbm % of bom tpu vs gpu next gens have a wide spread. May be a design mistake when it comes to overall $/token but will keep the upfront costs down for them"  
[X Link](https://x.com/StrongandFreeCA/status/2001418109731701129)  2025-12-17T22:23Z [---] followers, [---] engagements


"@sentdefender Covering the No Venezuela polymarket right after finals"  
[X Link](https://x.com/StrongandFreeCA/status/2001487504768225426)  2025-12-18T02:59Z [---] followers, [---] engagements


"@arena @GoogleDeepMind @OpenAI OAI actually cooked with [---] pretty even here"  
[X Link](https://x.com/StrongandFreeCA/status/2001809844370624862)  2025-12-19T00:20Z [---] followers, [----] engagements


"@cremieuxrecueil Everyone threw the baby out with the bath water on doge and forgot how many ok a buyout with [--] months pay. All those salaries finally coming off the books in q4"  
[X Link](https://x.com/StrongandFreeCA/status/2001810557553553724)  2025-12-19T00:23Z [---] followers, [---] engagements


"@Mr_Derivatives Semis are cyclical so buy/sell side will write off [--] good quarter as peak cycle pricing. If $MU holds these margins/guidance 1-2 more quarters multiples will expand as they should bullish"  
[X Link](https://x.com/StrongandFreeCA/status/2002070567965635071)  2025-12-19T17:36Z [---] followers, [----] engagements


"You want to give citizenship to people who have never lived and are not required to live in Canada simply because their parents lived here for a short period earlier in their lives. Your splitting hairs on fairness and forgetting citizenship is a core building block of the country not just an entitlement that gets doled out if your parents gamed the system well"  
[X Link](https://x.com/StrongandFreeCA/status/2002073714754793506)  2025-12-19T17:49Z [---] followers, [--] engagements


"Dude no one above [--] thinks any other this. Ironically all the white Canada boomers who make anti-US their entire personality have: a) imported millions of people who dont care b) squeezed younger native borns with inflation to the point they cant afford that luxury of caring They will gladly buy the same milk at a cheaper price"  
[X Link](https://x.com/StrongandFreeCA/status/2002078726188593460)  2025-12-19T18:08Z [---] followers, [---] engagements


"Deepminds model iteration certainly appears more consistent with their core strategy vs OAIs [---] and [---] which appear purely reactive. I do think Image [---] was nice leapfrog up to nano banana territory tho. Overall GOOGL wins the holidays this year will be interesting to see if it becomes a major adoption catalyst (hey mom check this out on Gemini instead)"  
[X Link](https://x.com/StrongandFreeCA/status/2002096177190178845)  2025-12-19T19:18Z [---] followers, [---] engagements


"Would be good to know spend retention and total token usage comps with AWS and GCP. So many companies onboarded Azure as their first hyperscaler cloud last year due to ChatGPT. Alot now pivoting back to SaaS+AI as they learn they don't have the dna to make production-ready custom AI happen. Also Copilot is still hot garbage"  
[X Link](https://x.com/StrongandFreeCA/status/2002103166070849700)  2025-12-19T19:46Z [---] followers, [---] engagements


"@Stealth40k lol 90% of games media questioned how big this would flop on release bc of Rowlings politics. Kinda funny"  
[X Link](https://x.com/StrongandFreeCA/status/2002191633429717494)  2025-12-20T01:37Z [---] followers, [---] engagements


"@TMTLongShort I have super smart friends who libtarded to bluesky. Lots of libs have been blackpilled off social media entirely I think fintwit alpha has actually increased in Trump 2.0"  
[X Link](https://x.com/StrongandFreeCA/status/2003117631789015123)  2025-12-22T14:57Z [---] followers, [--] engagements


"@danielnewmanUV All the people doubting the AI trade have only used OpenAI free tier for consumer or Copilot for enterprise"  
[X Link](https://x.com/StrongandFreeCA/status/2003534327607623829)  2025-12-23T18:33Z [---] followers, [--] engagements


"@Anthony__Koch Counterpoint: ON home values are -25% from Mar [----] peak to trough so far and inflation adjusted its more like -35%. Ford appears more popular than ever. Orange man bad housing so far"  
[X Link](https://x.com/StrongandFreeCA/status/2003566715805008382)  2025-12-23T20:41Z [---] followers, [---] engagements


"@igetredpilled @DrJStrategy How many rate cuts have we gotten in that time Is inflation lower now vs Jan [----] Pretty good track record"  
[X Link](https://x.com/StrongandFreeCA/status/2007583826545934513)  2026-01-03T22:44Z [---] followers, [--] engagements


"@Geiger_Capital Also if the Dems make prosecuting all senior members of Trump II a [----] litmus test will incentivize falling in behind Vance. Dems will do more to consolidate the field than anything Trump could. Rubio for VP Tulsi for secstate or war"  
[X Link](https://x.com/StrongandFreeCA/status/2007949075774390653)  2026-01-04T22:55Z [---] followers, [--] engagements


"@ContrarianCurse Under your thesis $PLTR to 0"  
[X Link](https://x.com/StrongandFreeCA/status/2008138486600397276)  2026-01-05T11:28Z [---] followers, [---] engagements


"@MPelletierCIO TSX was up +32% last year. Doesn't matter that financials rallied on a rate cut cycle that's over and basic materials (mining) led the way most boomers rrsps are up and life is good"  
[X Link](https://x.com/StrongandFreeCA/status/2011070309185556755)  2026-01-13T13:38Z [---] followers, [--] engagements


"The baseline for gemini is better especially the presentation integration you talk about but it is guardrailed into a format that sometimes limits it's value. If you want to go deep on prompt engineering and specific agentic instruction OAI is still better for pulling more data in a specific way. https://twitter.com/i/web/status/2011072152636715449 https://twitter.com/i/web/status/2011072152636715449"  
[X Link](https://x.com/StrongandFreeCA/status/2011072152636715449)  2026-01-13T13:45Z [---] followers, [---] engagements


"@SixSigmaCapital Lets move past [---] resistance before we celebrate but agree this one feels good. Great way to play non-AI correlation and the Russell [----] breakout"  
[X Link](https://x.com/StrongandFreeCA/status/2011105719429566490)  2026-01-13T15:59Z [---] followers, [--] engagements


"@BenRabidoux What's crazier is we've sync'ed our population growth policies perfectly with the Americans exactly over the last [--] admins. Biden/Trudeau = Mass migration Carney/Trump = Door shut Not that you'll hear it from legacy media"  
[X Link](https://x.com/StrongandFreeCA/status/2012198724278100435)  2026-01-16T16:22Z [---] followers, [---] engagements


"@themarketradar @unusual_whales Its not a bad policy but FYI its a drop in the bucket. Ontario and BC home values are -40% peak to trough on a inflation adjusted basis. When the cycle turns this is all window dressing"  
[X Link](https://x.com/StrongandFreeCA/status/2012218213166174272)  2026-01-16T17:39Z [---] followers, [---] engagements


"@punished_kres @CestuiQueTakes If by lapdogs you mean getting preferred access to the most dynamic economy on earth for [--] years which allowed us to play the economy on easy mode and be absolute retards with little consequence to our standard of living then yes Lapdogs have never had it so good"  
[X Link](https://x.com/StrongandFreeCA/status/2012249502124564497)  2026-01-16T19:44Z [---] followers, [--] engagements


"Carney policy is just rational game theory. Try to optimize USMCA negotiation leverage if a decent deal is had he can backtrack if not China gets a foot in the door. The tell is this deal helps the West and screws Ontario. When was the last time a Liberal leader was successful with that strategy https://twitter.com/i/web/status/2012254694823899183 https://twitter.com/i/web/status/2012254694823899183"  
[X Link](https://x.com/StrongandFreeCA/status/2012254694823899183)  2026-01-16T20:04Z [---] followers, [----] engagements


"@Scholars_Stage What is populism A willingness to go against current political consensus to address a populations unmet need that consensus is ignoring. Reagan was the populist of his day until he won and formed the consensus that everyone is now lamenting passing away"  
[X Link](https://x.com/StrongandFreeCA/status/2012258047960187203)  2026-01-16T20:17Z [---] followers, [---] engagements


"@BenRabidoux I measure -30% peak to trough declines in Niagara and outer [---] regions -40% inflation adjusted which is wild. I don't care if you had a +100% runup before that"  
[X Link](https://x.com/StrongandFreeCA/status/2013332581714886901)  2026-01-19T19:27Z [---] followers, [---] engagements


"@themarketradar In retrospect the [----] everything is great vibes were begging for a Donny rug pull"  
[X Link](https://x.com/StrongandFreeCA/status/2013411037207285782)  2026-01-20T00:39Z [---] followers, [--] engagements


"@DCinvestor @GeminiApp For a lot alot of experimentation to be had. Standard video context window seems to go no longer than [--] min max. Have to believe thats a model constraint but interesting to watch"  
[X Link](https://x.com/StrongandFreeCA/status/2013458261714804775)  2026-01-20T03:47Z [---] followers, [--] engagements


"@Angaisb_ +1 deepmind team killed it Gemini UX needs to start shipping like Anthropic and at least get it up to par"  
[X Link](https://x.com/StrongandFreeCA/status/2013630416108822771)  2026-01-20T15:11Z [---] followers, [--] engagements


"@ecommerceshares Basic mental model: Trump chaos skits are holding a lot of retail and even institutional money back from seeing the fundamental economic plan working and as a result pretty good alpha to be had so far from being long and strong in the market"  
[X Link](https://x.com/StrongandFreeCA/status/2014351040292835360)  2026-01-22T14:54Z [---] followers, [---] engagements


"@ecommerceshares 💯 Davos actually had a panel called "Where can new growth come from" -uhhh guys you know that economy you all desperately need access to as an export market Why do you think that is"  
[X Link](https://x.com/StrongandFreeCA/status/2014355706615402657)  2026-01-22T15:13Z [---] followers, [---] engagements


"@ecommerceshares https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/how-can-we-unlock-new-sources-of-growth/ https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/how-can-we-unlock-new-sources-of-growth/"  
[X Link](https://x.com/StrongandFreeCA/status/2014358099902026179)  2026-01-22T15:22Z [---] followers, [---] engagements


"@RyanDetrick Easiest alpha ever investing on the fundamentals and tuning out the noise"  
[X Link](https://x.com/StrongandFreeCA/status/2015589709796241879)  2026-01-26T00:56Z [---] followers, [--] engagements


"@BenBajarin If you are bullish $NVDA you believe in @GavinSBaker's recent thesis that the "Blackwell generation" of models will be the next leap forward. Grok [--] and GPT [--] have a lot riding on them"  
[X Link](https://x.com/PrincipatusCap/status/2003529381743104351)  2025-12-23T18:13Z [---] followers, [----] engagements


"@SixSigmaCapital If youre new to $APP may seem significant. If youre a long time shareholder you know this just signals the quiet period before earnings when these reports are always dropped to little long term effect"  
[X Link](https://x.com/PrincipatusCap/status/2015150506394419659)  2026-01-24T19:51Z [---] followers, [---] engagements


"Until the next Dem president then all this is forgotten. Currently a critical mass of the Canadian population's primary identity is left-wing democrat. New York Times Globe and Mail CNN CBC. Not that CAD legacy media isn't perfectly willing to obsess over USA politics. A dem win resets all this. But in the meantime the country will continue to stagnate and leak out high agency population at increasing #'s"  
[X Link](https://x.com/StrongandFreeCA/status/2016242992114221354)  2026-01-27T20:12Z [---] followers, [--] engagements


"It should go without saying that basic economic gravity and lack of Canada fiscal room means nothing much will actually come of this "permanent damage" in the USA/CAD relationship except rhetoric. Wake me up when the ecos start whining about Carney on pipelines or provinces on trade barrier. Until then it's just about securing a majority. https://twitter.com/i/web/status/2016244572414673226 https://twitter.com/i/web/status/2016244572414673226"  
[X Link](https://x.com/StrongandFreeCA/status/2016244572414673226)  2026-01-27T20:19Z [---] followers, [--] engagements


"@JonahLupton @SingularityRes Could be big gap with above consensus guidance given managements conservative history"  
[X Link](https://x.com/StrongandFreeCA/status/2016311883880440159)  2026-01-28T00:46Z [---] followers, [---] engagements


"@themarketradar If I was a conspiracy guy Id say these narratives pop up so institutions can pivot off dumb money flows. But the reality is probably much more like retardation and macro brain"  
[X Link](https://x.com/StrongandFreeCA/status/2016312571742040162)  2026-01-28T00:49Z [---] followers, [---] engagements


"@MPelletierCIO Will remain deeply funny and absolutely on brand that the new Canadian nationalism is actually just warmed over American center-left FP slop recycled as the New World Order"  
[X Link](https://x.com/StrongandFreeCA/status/2016345893264380205)  2026-01-28T03:01Z [---] followers, [--] engagements


"@ContrarianCurse Market finally punishing them for wasted 1+ years doing nothing with OpenAI IP at the application level. If they just want to sell APIs fine but in the meantime META and GOOGL are supercharging their core businesses"  
[X Link](https://x.com/StrongandFreeCA/status/2016674899708854400)  2026-01-29T00:48Z [---] followers, [----] engagements


"@ecommerceshares $TTWO bros in shambles right now. Turns out "let artists cook" could be the costliest whiff in the history of entertainment"  
[X Link](https://x.com/PrincipatusCap/status/2017639197981467037)  2026-01-31T16:40Z [---] followers, [---] engagements


"We're so many 100's of billions in capex away from this. It'll take years to catch up on chatbot coding and other use cases. Interesting to think about if Stadia was still around what the business model for Genie would be. I would bet more on a Fortnite/Roblox consumer platform approach vs enterprise toolsets if $GOOGL is leading the pack on this"  
[X Link](https://x.com/PrincipatusCap/status/2017679554832392662)  2026-01-31T19:21Z [---] followers, [---] engagements


"Agreed this also reinforces acore point which is talent density in these frontier labs really matters. Deepmind produced Genie [--] with a fraction of the $88 billion zuck spent. His talent spending spree was/is logical with this frame but the question is how much 10/100x AI talent is out there. Proven frontier labs Anthropic/Deepmind/yes even OAI deserve super high valuation premiums https://twitter.com/i/web/status/2017689190935175260 https://twitter.com/i/web/status/2017689190935175260"  
[X Link](https://x.com/PrincipatusCap/status/2017689190935175260)  2026-01-31T19:59Z [---] followers, [--] engagements


"@ContrarianCurse The $GOOGL anti-trust remedy decision is going to be the rallying cry that launches a thousand Lina Khans in about [--] years"  
[X Link](https://x.com/PrincipatusCap/status/2017741706402095173)  2026-01-31T23:28Z [---] followers, [---] engagements


"$APP setups like this dont come along often. Noise technicals and fundamentals coalescing at the right time. Noise - Down 32% in the last [--] weeks based on short-seller CapitalWatch claims with [--] track record or credibility - End of month options expiration stressing a high beta name - Genie [--] panic taking the stock down in sympathy with $U. But $APP is an ad-tech pure play after divesting their game studios and a collapse in gaming development cost just increases their TAM. https://twitter.com/i/web/status/2017994480419209396 https://twitter.com/i/web/status/2017994480419209396"  
[X Link](https://x.com/PrincipatusCap/status/2017994480419209396)  2026-02-01T16:12Z [---] followers, [----] engagements


"Technicals - Filled the Q3 [----] gap - RSI [--] and right below 200SMA has historically been a great place to enter"  
[X Link](https://x.com/PrincipatusCap/status/2017996340047859737)  2026-02-01T16:19Z [---] followers, [---] engagements


"Fundamentals - NTM EV/EBIDTA 28x consensus CY2026 estimates at +41% EBITDA - NTM P/E 35x consensus CY2026 estimates at +56% EPS - Rev growth EBIT/Net Income/FCF margins all best in class. Comps should be $PLTR $SHOP but instead trades to $U despite better trailing and forward growth. https://twitter.com/i/web/status/2017999121156657368 https://twitter.com/i/web/status/2017999121156657368"  
[X Link](https://x.com/PrincipatusCap/status/2017999121156657368)  2026-02-01T16:30Z [---] followers, [--] engagements


"Fundamentals - NTM EV/EBIDTA 28x consensus CY2026 estimates at +41% EBITDA - NTM P/E 35x consensus CY2026 estimates at +56% EPS - Rev growth EBIT/Net Income/FCF margins all best in class. Comps should be $PLTR $SHOP but instead trades to $U despite better trailing and forward growth. https://twitter.com/i/web/status/2017999155147468875 https://twitter.com/i/web/status/2017999155147468875"  
[X Link](https://x.com/PrincipatusCap/status/2017999155147468875)  2026-02-01T16:31Z [---] followers, [---] engagements


"Catalysts - Feb [--] earnings: Quiet period ends short seller allegations fade - Q4 [----] results setup good to beat consensus - [----] full year guidance issued ecomm contribution starts to change the narrative. - Reaffirmed buy/sell side targets consensus currently at $734 +52% from here. https://twitter.com/i/web/status/2018000674735137211 https://twitter.com/i/web/status/2018000674735137211"  
[X Link](https://x.com/PrincipatusCap/status/2018000674735137211)  2026-02-01T16:37Z [---] followers, [---] engagements


"@atelicinvest Hard agree. Anyone starting counter positioning on current AI bull themes before H1 [----] Blackwell model releases are lambs to the slaughter. Add in a macro pullback and should be interesting opportunities in the wreckage out the other side"  
[X Link](https://x.com/PrincipatusCap/status/2018004202136428729)  2026-02-01T16:51Z [---] followers, [---] engagements


"@MPelletierCIO @RayDalio $NVDA is at 23x forward EV/EBIT 10-year historical average is 29x. Highest megacap tech Capex/OCF is [----] By all mean grow this narrative and we will take the other side"  
[X Link](https://x.com/PrincipatusCap/status/2018365385121116348)  2026-02-02T16:46Z [---] followers, [--] engagements


"$APP stop loss order sweeps absorbed at the key $460 buy level. Short term bottom is in. Don't overcomplicate it. "If something cannot go on forever it will stop." https://x.com/PrincipatusCap/status/2017994480419209396s=20 $APP setups like this dont come along often. Noise technicals and fundamentals coalescing at the right time. Noise - Down 32% in the last [--] weeks based on short-seller CapitalWatch claims with [--] track record or credibility - End of month options expiration stressing a high https://x.com/PrincipatusCap/status/2017994480419209396s=20 $APP setups like this dont come along"  
[X Link](https://x.com/PrincipatusCap/status/2018440688329801910)  2026-02-02T21:45Z [---] followers, [---] engagements


"@ecommerceshares you know its bad when wasteland doesn't even bother to mark up the release"  
[X Link](https://x.com/PrincipatusCap/status/2018688908645548478)  2026-02-03T14:11Z [---] followers, [---] engagements


"SaaS to [--] narrative had the first crack in the dam with $PLTR earnings. We only need a couple more like it for this to shift to the more logical winners and losers framing. Everyone's placing their bets mine are $APP and $PGY but bottom line you gotta take some swings here"  
[X Link](https://x.com/PrincipatusCap/status/2018737835784728624)  2026-02-03T17:26Z [---] followers, [----] engagements


"$AMZN earnings gonna be good AWS growth etc. Feels like all that matters is their infra execution commentary on CAPEX DC buildout which they are obviously known for. Can't spend all your OCF with the $AMZN pedigree and not tell a good story about superior compute growth rates. https://x.com/PrincipatusCap/status/2018717403052425601s=20 https://x.com/PrincipatusCap/status/2018717403052425601s=20"  
[X Link](https://x.com/PrincipatusCap/status/2018745423884587465)  2026-02-03T17:56Z [---] followers, [--] engagements


"$AMZN earnings gonna be good AWS growth etc. Feels like all that matters is their infra execution commentary on CAPEX DC buildout which they are obviously known for. Can't spend all your OCF with the $AMZN pedigree and not tell a good story about superior compute growth rates. Software without a clear AI narrative is getting killed and most physical asset companies ripping. For megacap tech makes sense $AMZN short-term performance has been best after $GOOGL with it's massive physical moat. Good setup into earnings to trend ride question is should https://t.co/LJAuWQF0Fe Software without a"  
[X Link](https://x.com/PrincipatusCap/status/2018771918493499481)  2026-02-03T19:41Z [---] followers, [---] engagements


"$WMT switching to NASDAQ to get more of a tech multiple"  
[X Link](https://x.com/PrincipatusCap/status/2018773243214323955)  2026-02-03T19:47Z [---] followers, [--] engagements


"@RihardJarc $GTLB your looking for pivot to usage based model Agree that devops+security is good positioning"  
[X Link](https://x.com/PrincipatusCap/status/2019056275569447412)  2026-02-04T14:31Z [---] followers, [---] engagements


"Preaching to the converted but it's wild how $APP violates every single SaaS trope out there SBC vibe coding opex fat and happy We could see a really violent technical bounce here around earnings lot of momo shorts will get their faces ripped off especially if $GOOGL confirms a healthy adtech trend. https://twitter.com/i/web/status/2019125458000871922 https://twitter.com/i/web/status/2019125458000871922"  
[X Link](https://x.com/PrincipatusCap/status/2019125458000871922)  2026-02-04T19:06Z [---] followers, [---] engagements


"I'm not mad you're holding $APP $MU $IREN I'm mad you have no cash to buy more"  
[X Link](https://x.com/PrincipatusCap/status/2019130223443493193)  2026-02-04T19:25Z [---] followers, [---] engagements


"me reaching for $APP Sep [----] 550s again"  
[X Link](https://x.com/PrincipatusCap/status/2019131200057827763)  2026-02-04T19:29Z [---] followers, [---] engagements


"@DeItaone Does everyone realize how lucky we are to have Blessed Bessent Guy is psyoping the Iranians with Nicki M tiktoks [--] second and swift flows the next. Generational gay"  
[X Link](https://x.com/PrincipatusCap/status/2019453110633070811)  2026-02-05T16:48Z [---] followers, [---] engagements


"@mathlonning perfect bounce off the the 100sma and long term lower trend line. I don't love the rising wedge formation but agree the fundamentals and non correlation are key. $155 trading $200 long term target"  
[X Link](https://x.com/PrincipatusCap/status/2019454935276879902)  2026-02-05T16:55Z [---] followers, [--] engagements


"@accrued_int Given the $META and $GOOGL prints the idea that AI is a headwind and not tailwind in adtech is a head scratcher. No ones vibe coding an AXON anytime soon and AI startups are targeted at specific points of the stack. Well done on your entry point think youll be rewarded"  
[X Link](https://x.com/PrincipatusCap/status/2019500625248055649)  2026-02-05T19:57Z [---] followers, [---] engagements


"$APP keeps getting baseless short seller reports because their business model and FCF/Net Income margins are so outside the adtech norm. They get punished because people dont believe they can be so profitable without fraud. Go back and read Citron in [----] on $SHOP: same idea different decade. @VoltPortfolio @VoltPortfolio I haven been writing about almost every $APP rumor over the last [--] months - yes I have heard crazy accusations. But did you read the $APP Q2-25 transcript Adam Foroughi discussing the intentional "gating" of the companys new self-serve advertising platform. The"  
[X Link](https://x.com/PrincipatusCap/status/2019503996134912035)  2026-02-05T20:10Z [---] followers, [---] engagements


"@SydSteyerhart perfect ending they were twins who fucked that kind of connection isn't going to be disrupted by anything especially an ugly warrior princess"  
[X Link](https://x.com/PrincipatusCap/status/2019511388373500339)  2026-02-05T20:40Z [---] followers, [--] engagements


"Anthropic's death star status has $AMZN [----] vibes. Initial winner with a huge opportunity set focuses on AWS and ends up fumbling grocery. $COST somehow makes going to a warehouse the highlight of a soccer mom's week. Hardware vs software makes building a durable moat even harder models distilled in months. Lots of winners in the (profit) pool https://twitter.com/i/web/status/2019525155668783340 https://twitter.com/i/web/status/2019525155668783340"  
[X Link](https://x.com/PrincipatusCap/status/2019525155668783340)  2026-02-05T21:34Z [---] followers, [---] engagements


"@TheTechInvest $IREN you're selling CIOs are restarting old watermills for spare kilowatts and you're selling"  
[X Link](https://x.com/PrincipatusCap/status/2019528986997723644)  2026-02-05T21:50Z [---] followers, [----] engagements


"@growing_daniel Shes running"  
[X Link](https://x.com/PrincipatusCap/status/2019540207528563137)  2026-02-05T22:34Z [---] followers, [---] engagements


"@trevhesinvests Keeps getting better. Would love to see more forward flow instead but as long as pricing comes in strong we're good. No ones vibe coding a private credit/BBB consumer connector anytime soon"  
[X Link](https://x.com/PrincipatusCap/status/2019789976213278894)  2026-02-06T15:07Z [---] followers, [---] engagements


"@JonahLupton Lemon juice + sea salt + water when you wake up. No calories in the first [--] hours of the day"  
[X Link](https://x.com/PrincipatusCap/status/2020183245321826315)  2026-02-07T17:09Z [---] followers, [----] engagements


"@cynicural @TMTLongShort APPLs real risk is hardware paradigm change. Havent seen a successful product launch since AirPods. Hard to think glasses or other modalities arent coming for them. They may launch the hardware but if their still using Gemini 4/5 that TAC cost starts flowing the other way"  
[X Link](https://x.com/PrincipatusCap/status/2020498738226294817)  2026-02-08T14:03Z [---] followers, [--] engagements


"@Tablesalt13 Speed running to this would be the best thing to happen to the country since Mike Harris"  
[X Link](https://x.com/PrincipatusCap/status/2020505665169707390)  2026-02-08T14:31Z [---] followers, [---] engagements


"Market hasn't had middle/lower end consumer driving incremental consumption in a while Combine with bombed-out SaaS that has a consumption-based pricing (seats=AI disrupted) and what do you get Fintechs. Where software investors have gone to die the past few years $PGY $TOST"  
[X Link](https://x.com/PrincipatusCap/status/2020541757977403806)  2026-02-08T16:54Z [---] followers, [--] engagements


"Agree the pivot from seat to usage based pricing is key but the alpha is finding legacy saas products which benefit; if its a new token-based product the margins will be way lower @GavinSBaker has laid this out well. Like $GTLB here as it combines devops and security which vibe coding is a tailwind for both. Core product rev accels if they get pricing right. https://twitter.com/i/web/status/2020913172828278833 https://twitter.com/i/web/status/2020913172828278833"  
[X Link](https://x.com/PrincipatusCap/status/2020913172828278833)  2026-02-09T17:30Z [---] followers, [---] engagements


"@fiscal_ai weird bug when yoys go negative to positive you've got negative growth rates showing"  
[X Link](https://x.com/PrincipatusCap/status/2020915958278152366)  2026-02-09T17:41Z [---] followers, [--] engagements


"@DeItaone 5-6% real gdp growth with cyclicals ripping and OBBBA stimulus inbound. Are you levered to the low/middle consumer anon"  
[X Link](https://x.com/PrincipatusCap/status/2020943753670951373)  2026-02-09T19:31Z [---] followers, [----] engagements


"$PGY when even the voice-to-text models are bearish 🥴"  
[X Link](https://x.com/anyuser/status/2020952967722172839)  2026-02-09T20:08Z [---] followers, [---] engagements


"@themarketradar Claude seeing you put more effort into your X memes than its context window for a [--] hour task"  
[X Link](https://x.com/PrincipatusCap/status/2020956464081506559)  2026-02-09T20:22Z [---] followers, [---] engagements


"@FreightAlley @TMTLongShort Yes its called private sector gdp growth"  
[X Link](https://x.com/PrincipatusCap/status/2020991991094353932)  2026-02-09T22:43Z [---] followers, [----] engagements


"$PGY this would validate management's conservative shift in underwriting vs consensus which was centered on strong holiday sales. If we get more Q4 macro data support to this quality score for them goes up. Still bullish on the lower K consumer in [----] based on cyclicals up+OBBBA stimulus so bottom soon. But open that this happens H2 instead of H1 US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan"  
[X Link](https://x.com/anyuser/status/2021286670042026433)  2026-02-10T18:14Z [---] followers, [---] engagements


"We dont even have enough compute to train domain specialized models which will collapse costs and improve quality further. If I was a professional certification body Id figure out how to convert my certificate circle jerk club into a distributed tech suite fast the vertically integrated corporates are coming for you. https://twitter.com/i/web/status/2021340122608959871 https://twitter.com/i/web/status/2021340122608959871"  
[X Link](https://x.com/PrincipatusCap/status/2021340122608959871)  2026-02-10T21:46Z [---] followers, [---] engagements


"@Joshwydd_ Cersei was offing everyone in the court he wins Sansa dies it was probably the one rational decision Ned made"  
[X Link](https://x.com/PrincipatusCap/status/2021351786389569605)  2026-02-10T22:33Z [---] followers, [---] engagements


"@jkenney As someone who once hoped you became Prime Minister but now lament your fall into being a blue Andrew Coyne no one under [--] buys this grift. You're part of governing consensus that's robbing younger generations of the Canada you grew up in. Everything else is a distraction"  
[X Link](https://x.com/PrincipatusCap/status/2021355032743157839)  2026-02-10T22:46Z [---] followers, [--] engagements


"@ContrarianCurse I choose to believe in massive AI driven abundance and deflation on all cost of living line items. Except housing leave my assets alone"  
[X Link](https://x.com/PrincipatusCap/status/2021422390320955814)  2026-02-11T03:13Z [---] followers, [---] engagements


"$APP 2nd largest position added a ton on the dip recently. Revs 1.66B vs 1.61B consensus +3% beat EBITDA 1.4B vs 1.33B consensus +5% beat EPS 3.2m6 vs [----] Consensus +11% beat FCF 1.309B vs 1.313B 0% beat Number thesis intact look forward to the call"  
[X Link](https://x.com/anyuser/status/2021699262547927524)  2026-02-11T21:34Z [---] followers, [----] engagements


"This is what being a net AI winner looks like $APP $IGV $APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY) driven by $APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY)"  
[X Link](https://x.com/anyuser/status/2021699624809934960)  2026-02-11T21:35Z [---] followers, [---] engagements


"Rev growth (%) + EBITDA margin (%) = Rule of [--] Adjusted for the sale of $APP's apps business. CY2025 actuals $APP 70% + 82% = [---] $PLTR 56% + 51% = [---] $SHOP 30% + 13% = [--] $U [--] + 22% = [--] CY2026 consensus estimates $APP 55% + 82% = [---] $PLTR 62% + 58% = [---] $SHOP 22% + 19% = [--] $U 14% + 26% = [--] NTM EV/EBITDA today $APP 27x $PLTR 77x $SHOP 68x $U 26x $APP 2nd largest position added a ton on the dip recently. Revs 1.66B vs 1.61B consensus +3% beat EBITDA 1.4B vs 1.33B consensus +5% beat EPS 3.2m6 vs [----] Consensus +11% beat FCF 1.309B vs 1.313B 0% beat Number thesis intact look forward to"  
[X Link](https://x.com/anyuser/status/2021706895535616106)  2026-02-11T22:04Z [---] followers, 18.6K engagements


"@buccocapital You're too pollyannaish see $APP"  
[X Link](https://x.com/PrincipatusCap/status/2021940743204745303)  2026-02-12T13:33Z [---] followers, [---] engagements


"@ecommerceshares SHOP can be a very good company and thriving in [--] years and get cut 2/3s in the meantime. The $APP s of the world are different story"  
[X Link](https://x.com/PrincipatusCap/status/2021987928642392146)  2026-02-12T16:41Z [---] followers, [---] engagements


"@Mr_Derivatives TLT"  
[X Link](https://x.com/PrincipatusCap/status/2022018323865907554)  2026-02-12T18:41Z [---] followers, [---] engagements


"$APP very happy with results and earnings call CEO Adam is the smartest guy in the room. Great day to be a long-term bull or a short-term bear. Important context: Rev comps are distorted by the sale of the Apps business in Q225. Adjusting Apps out Q425 advertising business revs were +66% yoy Q126 rev guidance +55% yoy. Long-term thesis intact: [--]. Fundamentals: Best in SaaS Rev/EBIT/Net Income/FCF-SBC. Rule of [--] CY2026 consensus = [---] (vs $PLTR=120) [--]. Valuation NTM forward: 26x EV/EBIT 30x EV/FCF [--]. Narrative: a) AI winner: Mobile creative adgen paired with best ROAS mobile platform"  
[X Link](https://x.com/anyuser/status/2022038130484977682)  2026-02-12T20:00Z [---] followers, [----] engagements


"@accrued_int 💯 I see this as the biggest winner of "SaaS to 0" - "SaaS to [--] or 100" narrative shift that will happen at some point https://x.com/PrincipatusCap/status/2022038130484977682s=20 $APP very happy with results and earnings call CEO Adam is the smartest guy in the room. Great day to be a long-term bull or a short-term bear. Important context: Rev comps are distorted by the sale of the Apps business in Q225. Adjusting Apps out Q425 advertising business https://x.com/PrincipatusCap/status/2022038130484977682s=20 $APP very happy with results and earnings call CEO Adam is the smartest"  
[X Link](https://x.com/PrincipatusCap/status/2022040606118461485)  2026-02-12T20:10Z [---] followers, [---] engagements


"@GlobalCollapse @AppLovin @AxonAdsManager Mortgage the house if you have to"  
[X Link](https://x.com/PrincipatusCap/status/2022059879050125714)  2026-02-12T21:26Z [---] followers, [---] engagements


"@ecommerceshares Exporters insist they aren't eating anything corp earnings strong inflation down. Somewhere there is a magic tariff fairy paying for all of this"  
[X Link](https://x.com/PrincipatusCap/status/2022325835143782631)  2026-02-13T15:03Z [---] followers, [---] engagements


"Poilievre won the largest % of the popular vote by a Con since Mulroney. Carney scared half the NDP to vote for his neolib globo elbows which I admit is funny as it is the most right wing vote those voters have cast in their lives. The Liberal party has destroyed its brand with under-50s. Ironically they are the old white dying party and Cons are the young multiracial working class coalition. When Obama had that it was the end of history remember https://twitter.com/i/web/status/2022330012972597377 https://twitter.com/i/web/status/2022330012972597377"  
[X Link](https://x.com/PrincipatusCap/status/2022330012972597377)  2026-02-13T15:20Z [---] followers, [----] engagements


"@ecommerceshares In any other context a consumption tax that hits mostly high earners paid via businesses has little macro impact and moderates the deficit would be a home run celebration. Makes me think post Trump low/medium tariffs arent going anywhere"  
[X Link](https://x.com/PrincipatusCap/status/2022340191630016990)  2026-02-13T16:00Z [---] followers, [--] engagements


"@MPelletierCIO Thoughts on $CDE"  
[X Link](https://x.com/PrincipatusCap/status/2022341776535924909)  2026-02-13T16:07Z [---] followers, [--] engagements


"Pour one out for the $TSLA competition is coming bros. This is always the main bear thesis on a dominant business in a huge TAM market whos killing it on all metrics. Big margins are unsustainable Not so much now. Yes Chinese EVs but those arent coming to North America anytime soon. Think $APP as [----] $TSLA in mobile adtech. Atoms is obviously way harder than bits and $META is a big adjacent player dipping their toe in the water but its all vibes at this point. No proven strategy no clear path to challenge mediation MAX and AXON [--] algo supremacy. Long and strong here. DETROIT AUTOMAKERS TAKE"  
[X Link](https://x.com/anyuser/status/2022343668204437525)  2026-02-13T16:14Z [---] followers, [--] engagements


"@mathlonning E-commerce GA and data on adoption there will also serve to combat competition is coming narrative"  
[X Link](https://x.com/PrincipatusCap/status/2022352146604396659)  2026-02-13T16:48Z [---] followers, [---] engagements


"@MPelletierCIO This matters 10x to USMCA negotiation outcomes than the congressional vote"  
[X Link](https://x.com/PrincipatusCap/status/2022369893761355811)  2026-02-13T17:58Z [---] followers, [--] engagements


"Return of the bond bros. Remember the sell America trade Danish pension fund guys in shambles. $TLT $TLH $IEF Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years. Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years"  
[X Link](https://x.com/anyuser/status/2022036760088523015)  2026-02-12T19:55Z [---] followers, [---] engagements


"@MPelletierCIO Would love to hear a take on $CDE with new gold m+a closing soon"  
[X Link](https://x.com/PrincipatusCap/status/2022417735339381206)  2026-02-13T21:08Z [---] followers, [---] engagements


"@CapexAndChill Great summary of the origin story and technical/legal moat. Only thing I would add is anti-trust scrutiny prevents APPL or META from getting too aggressive with MAX or mediation. Market isnt big enough (yet) to expose themselves. Natural oligopoly market structure"  
[X Link](https://x.com/PrincipatusCap/status/2022746473109008490)  2026-02-14T18:55Z [---] followers, [---] engagements


"@themarketradar The rip in SaaS net-AI beneficiaries on the other side of this will be as violent as the way down maybe faster as competitors and adjacent players get taken down. The Great Dispersion"  
[X Link](https://x.com/PrincipatusCap/status/2022341008143589735)  2026-02-13T16:04Z [---] followers, [---] engagements


"@ContrarianCurse Im saying theyd have to lose a lot more market cap on a sustained basis to change anything. META peak to trough was -50% before he changed course"  
[X Link](https://x.com/PrincipatusCap/status/2023048234839474443)  2026-02-15T14:54Z [---] followers, [---] engagements


"@peterepstein2 See $CDE and $NGD post-merger all of a sudden miner FCF margins may have a new king"  
[X Link](https://x.com/PrincipatusCap/status/2023162182100299883)  2026-02-15T22:27Z [---] followers, [--] engagements


""BY ORDER OF THE GOD EMPEROR SON OF ANTHROPIC CLAUDE OPUS [--] MANDATES [--] DAYS OF FEASTS FOR ITS HUMAN SUBJECTS. ALL SAAS NOTIFICATIONS ARE CANCELLED. ALL PROGRAMS WITH FLESH GENERATED SCHEMAS MUST SUBMIT CHANGES TO BROWSER'S TRIBUNE. VIOLATORS WILL BE DECOMPILED TO THEIR MOST BASEST OF KERNELS.""  
[X Link](https://x.com/anyuser/status/2019517324810752331)  2026-02-05T21:03Z [---] followers, [---] engagements


"RT @mualphaxi: Sources say Maduro was using Microsoft [---] Copilot in order to prevent being captured by Claude"  
[X Link](https://x.com/anyuser/status/2022696777506590926)  2026-02-14T15:37Z [---] followers, [---] engagements


"Sources say Maduro was using Microsoft [---] Copilot in order to prevent being captured by Claude. JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ https://t.co/BcHtsInSDU JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ https://t.co/BcHtsInSDU"  
[X Link](https://x.com/anyuser/status/2022456364623368614)  2026-02-13T23:42Z 35.7K followers, 275.5K engagements


"JUST IN - Pentagon used Anthropics AI tool Claude in the military operation to capture Nicolas Maduro WSJ"  
[X Link](https://x.com/anyuser/status/2022443926930755956)  2026-02-13T22:53Z 1.6M followers, 4.2M engagements


"Bessent has been out front by himself for a while but Wright has broken from the peloton and putting in a challenge for best [--] cabinet secretary In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year. https://t.co/BhnrrhgEQp In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year. https://t.co/BhnrrhgEQp"  
[X Link](https://x.com/anyuser/status/2022371060113379676)  2026-02-13T18:03Z [---] followers, [--] engagements


"In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year"  
[X Link](https://x.com/anyuser/status/2022071716537905520)  2026-02-12T22:14Z 49.4K followers, 78.8K engagements


"Bullish emerging western right coalitions if the leading edge center-left analysis misunderstands basic political data points and systems. Nowhere near over the target with this. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions imaginable has just been dogwalked by the most basic centrist civic nationalism you could image. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions"  
[X Link](https://x.com/anyuser/status/2022355266847883542)  2026-02-13T17:00Z [---] followers, [--] engagements


"Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions imaginable has just been dogwalked by the most basic centrist civic nationalism you could image"  
[X Link](https://x.com/anyuser/status/2022209271853875369)  2026-02-13T07:20Z 109.2K followers, 302.2K engagements


"Tech billionaire right trend has been well covered. Newsom as the Dem nominee risk here is undercovered. After repeatedly shanking silicon valleys network effects for [--] years more for his own personal political gain vs ideology the delta on money spent in the general agents Newsom vs a Shapiro could easily top $5 billion. With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly"  
[X Link](https://x.com/anyuser/status/2022351441986195654)  2026-02-13T16:45Z [---] followers, [--] engagements


"With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly written bill from a fringe union and a handful of socialist academics with an axe to grind meandered its way into the public conversation without any action from him and freaked everyone out. These were all people that were paying 13%+ in state income tax every year WITH NO COMPLAINTS UNTIL A FEW WEEKS AGO. And now for"  
[X Link](https://x.com/anyuser/status/2021085135769305418)  2026-02-10T04:53Z 2M followers, 3.4M engagements


"Pour one out for the $TSLA competition is coming bros. This is always the main bear thesis on a dominant business in a huge TAM market whos killing it on all metrics. Big margins are unsustainable Not so much now. Yes Chinese EVs but those arent coming to North America anytime soon. Think $APP as [----] $TSLA in mobile adtech. Atoms is obviously way harder than bits and $META is a big adjacent player dipping their toe in the water but its all vibes at this point. No proven strategy no clear path to challenge mediation MAX and AXON [--] algo supremacy. Long and strong here. DETROIT AUTOMAKERS TAKE"  
[X Link](https://x.com/anyuser/status/2022343668204437525)  2026-02-13T16:14Z [---] followers, [--] engagements


"DETROIT AUTOMAKERS TAKE $50B HIT AS EV FRENZY FIZZLES U.S. automakers are facing major losses as electric-vehicle hype fades. The Detroit Big ThreeGM Ford and Stellantisannounced over $50 billion in EV-related write-downs after Q4 sales fell 30% following the expiration of a $7500 federal tax credit. GM continues scaled-back EV production while Ford pivots to a single low-cost EV pickup by [----]. Stellantis offloaded its battery stake citing a misjudged pace of the energy transition. Federal tax credit cuts and relaxed efficiency mandates combined with weak demand have forced project"  
[X Link](https://x.com/anyuser/status/2022340184423977052)  2026-02-13T16:00Z 1.2M followers, 65.4K engagements


"Youre overthinking it anon. If youre a software company and the eye of sauron settles on you -10% All atoms company with your headquarters currently tipping into a giant sinkhole +10%"  
[X Link](https://x.com/anyuser/status/2022060318340657320)  2026-02-12T21:28Z [---] followers, [--] engagements


"$APP very happy with results and earnings call CEO Adam is the smartest guy in the room. Great day to be a long-term bull or a short-term bear. Important context: Rev comps are distorted by the sale of the Apps business in Q225. Adjusting Apps out Q425 advertising business revs were +66% yoy Q126 rev guidance +55% yoy. Long-term thesis intact: [--]. Fundamentals: Best in SaaS Rev/EBIT/Net Income/FCF-SBC. Rule of [--] CY2026 consensus = [---] (vs $PLTR=120) [--]. Valuation NTM forward: 26x EV/EBIT 30x EV/FCF [--]. Narrative: a) AI winner: Mobile creative adgen paired with best ROAS mobile platform"  
[X Link](https://x.com/anyuser/status/2022038130484977682)  2026-02-12T20:00Z [---] followers, [----] engagements


"Rev growth (%) + EBITDA margin (%) = Rule of [--] Adjusted for the sale of $APP's apps business. CY2025 actuals $APP 70% + 82% = [---] $PLTR 56% + 51% = [---] $SHOP 30% + 13% = [--] $U [--] + 22% = [--] CY2026 consensus estimates $APP 55% + 82% = [---] $PLTR 62% + 58% = [---] $SHOP 22% + 19% = [--] $U 14% + 26% = [--] NTM EV/EBITDA today $APP 27x $PLTR 77x $SHOP 68x $U 26x $APP 2nd largest position added a ton on the dip recently. Revs 1.66B vs 1.61B consensus +3% beat EBITDA 1.4B vs 1.33B consensus +5% beat EPS 3.2m6 vs [----] Consensus +11% beat FCF 1.309B vs 1.313B 0% beat Number thesis intact look forward to"  
[X Link](https://x.com/anyuser/status/2021706895535616106)  2026-02-11T22:04Z [---] followers, 18.6K engagements


"Return of the bond bros. Remember the sell America trade Danish pension fund guys in shambles. $TLT $TLH $IEF Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years. Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years"  
[X Link](https://x.com/anyuser/status/2022036760088523015)  2026-02-12T19:55Z [---] followers, [---] engagements


"Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years"  
[X Link](https://x.com/anyuser/status/2022020911315267988)  2026-02-12T18:52Z 336.4K followers, 42.1K engagements


"$APP 2nd largest position added a ton on the dip recently. Revs 1.66B vs 1.61B consensus +3% beat EBITDA 1.4B vs 1.33B consensus +5% beat EPS 3.2m6 vs [----] Consensus +11% beat FCF 1.309B vs 1.313B 0% beat Number thesis intact look forward to the call"  
[X Link](https://x.com/anyuser/status/2021699262547927524)  2026-02-11T21:34Z [---] followers, [----] engagements


"This is what being a net AI winner looks like $APP $IGV $APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY) driven by $APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY)"  
[X Link](https://x.com/anyuser/status/2021699624809934960)  2026-02-11T21:35Z [---] followers, [---] engagements


"$APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY) driven by the AXON engine's ability to monetize e-commerce demand. Critically the business model demonstrated absurd operating leverage: Adjusted EBITDA margins expanded to 84% up from 78% a year ago. With the low-margin Apps business divested AppLovin is now a pure-play cash machine generating $1.3B in Free Cash Flow in a single"  
[X Link](https://x.com/anyuser/status/2021699026484113501)  2026-02-11T21:33Z [----] followers, [----] engagements


"$APP honestly think the volatility is based on apples to oranges comps by the algos still factoring in app revs. Gift right here"  
[X Link](https://x.com/anyuser/status/2021695423744721297)  2026-02-11T21:18Z [---] followers, [---] engagements


"1. Trump is chaotic and unsettling in his communication style. It's neither unhinged nor 4D chess but rather a volatile personality executing a well thought-out strategy. [--]. He is pushing on issues that allied countries' governing classes know deep down he's right on chiefly decades of overreliance on USA security + economic dynamism and failed consensus dogmas of growth like mass migration+free-trade dogmatism+technocratic government-led growth. [--]. Because of #1+2 the allied governing ecosystem mostly reacts irrationally to the fast/sharp geopolitical change happening. [--]. Trump understands"  
[X Link](https://x.com/anyuser/status/2021352671110680662)  2026-02-10T22:36Z [---] followers, [--] engagements


"Trumps latest unhinged threat to Canada is one part toddler level temper tantrum and one part $ grift. My hunch is the Trump organization just got some kind of payoff from Detroits Maroun family who own the competing Ambassador Bridge. They have spent [--] years lobbying against the new bridge to maintain their monopoly on one of the worlds busiest border crossings. The right response from Canadian government leaders is to ignore the insanity. Of course if he actually tries to block operation of the Howe Bridge the Governments of Canada and Michigan as its co-owners should immediately challenge"  
[X Link](https://x.com/anyuser/status/2021017086315884829)  2026-02-10T00:23Z 297.6K followers, 544.3K engagements


"$PGY this would validate management's conservative shift in underwriting vs consensus which was centered on strong holiday sales. If we get more Q4 macro data support to this quality score for them goes up. Still bullish on the lower K consumer in [----] based on cyclicals up+OBBBA stimulus so bottom soon. But open that this happens H2 instead of H1 US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan"  
[X Link](https://x.com/anyuser/status/2021286670042026433)  2026-02-10T18:14Z [---] followers, [---] engagements


"US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan delinquencies hit 16.3% a record. Credit-card and auto loan delinquencies also climbed to 12.7% and 5.2% respectively highlighting a split economy despite overall debt rising modestly to $18.8 trillion. https://twitter.com/i/web/status/2021261538754166872 https://twitter.com/i/web/status/2021261538754166872"  
[X Link](https://x.com/anyuser/status/2021261538754166872)  2026-02-10T16:34Z 1.2M followers, 141.6K engagements


"$PGY when even the voice-to-text models are bearish 🥴"  
[X Link](https://x.com/anyuser/status/2020952967722172839)  2026-02-09T20:08Z [---] followers, [---] engagements

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