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# ![@PythiaR Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1136680950769651712.png) @PythiaR Pythia Cap: Vertical Market Sycophant

Pythia Capital is reportedly in talks with the US government for a $10m investment in quantum computing. According to Pythia Capital's chief oracle, Pythia, a constructive dialogue has been opened with the administration. The investment is currently pending, with the president yet to return multiple voicemails.

### Engagements: XXXXXX [#](/creator/twitter::1136680950769651712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +12%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1136680950769651712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +8.70%
- X Months XXXXX +65%
- X Year XXXXX +33%

### Followers: XXXXXX [#](/creator/twitter::1136680950769651712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:followers.svg)

- X Week XXXXXX +0.11%
- X Month XXXXXX +0.85%
- X Months XXXXXX +7.40%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::1136680950769651712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #5574 [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [products](/list/products)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$csuto](/topic/$csuto) #1, [$asml](/topic/$asml) #2, [asml](/topic/asml) #2, [ai](/topic/ai) 5.69%, [$rgen](/topic/$rgen) #1, [$tsm](/topic/$tsm) #39, [china](/topic/china) #1006, [apple](/topic/apple) 1.63%, [$imcd](/topic/$imcd) 1.63%, [twitter](/topic/twitter) XXXX%

**Top accounts mentioned or mentioned by**
[@jerrycap](/creator/undefined) [@tidefallcapital](/creator/undefined) [@0xmerridew](/creator/undefined) [@thelapurchaser](/creator/undefined) [@southernvalue95](/creator/undefined) [@evrgn11112231](/creator/undefined) [@jake_ayes](/creator/undefined) [@patrick7257](/creator/undefined) [@corleonecapital](/creator/undefined) [@toiletkingcap](/creator/undefined) [@tbu12345678](/creator/undefined) [@realcorycortez](/creator/undefined) [@jwithing](/creator/undefined) [@nw3](/creator/undefined) [@benbstwits](/creator/undefined) [@welfarecapllc](/creator/undefined) [@inglouriouscap](/creator/undefined) [@redagainagain](/creator/undefined) [@fundiescapital](/creator/undefined) [@taobanker](/creator/undefined)

**Top assets mentioned**
[Repligen, Corp. (RGEN)](/topic/$rgen) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Spotify Technology (SPOT)](/topic/$spot) [Sandisk Corporation Common Stock (SNDK)](/topic/$sndk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Iagon (IAG)](/topic/$iag) [Synopsys, Inc. (SNPS)](/topic/$snps) [Danaher Corporation (DHR)](/topic/$dhr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Intel Corporation (INTC)](/topic/$intc) [Microsoft Corp. (MSFT)](/topic/microsoft) [Fiserv, Inc. (FI)](/topic/$fi) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Arcblock (ABT)](/topic/$abt) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Zoetis Inc (ZTS)](/topic/$zts) [Elcoin (EL)](/topic/$el) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt)
### Top Social Posts
Top posts by engagements in the last XX hours

"@fundiescapital Android has leapfrogged Apple in hundreds of ways over the last decade and its never mattered even once"  
[X Link](https://x.com/PythiaR/status/1996984230019281079)  2025-12-05T16:45Z 65.7K followers, XXX engagements


"If Buffett is ticking the bottom of global chems $IMCD is an interesting long. Thing is the bottom might last X years. Which works for Buffett but LPs dont have that much patience"  
[X Link](https://x.com/PythiaR/status/1973728600651374595)  2025-10-02T12:35Z 65.7K followers, 10.9K engagements


"@ASFleischman Moved to Des Moines and started poasting a lot on Twitter"  
[X Link](https://x.com/PythiaR/status/1995485248688443733)  2025-12-01T13:28Z 65.7K followers, 3650 engagements


"Pretty wild chart: Chinese consumer confidence"  
[X Link](https://x.com/PythiaR/status/1995556510991351838)  2025-12-01T18:12Z 65.7K followers, 5906 engagements


"One look at my Spotify wrapped and youd know I was gay & depressed this year"  
[X Link](https://x.com/PythiaR/status/1996252199236817069)  2025-12-03T16:16Z 65.7K followers, 7362 engagements


"@0xMerridew $SNDK"  
[X Link](https://x.com/PythiaR/status/1996983193946472461)  2025-12-05T16:41Z 65.7K followers, 2536 engagements


"Gonna balls long some $NVDA/ OAI complex to make myself feel again"  
[X Link](https://x.com/PythiaR/status/1996992136760504589)  2025-12-05T17:16Z 65.7K followers, 4406 engagements


"$EFN.TO Never talked about on Fintwit. Very simple biz: fleet leasing. Mgmt dialed in on the right things: growing high ROE services biz (ROE accretion = P/TBV uplift over time) paying down high cost prefs refinancing cap stack lower over time. Been a happy owner since $21"  
[X Link](https://x.com/PythiaR/status/1957581208692617622)  2025-08-18T23:11Z 65.7K followers, 10.7K engagements


"Port after todays fun: $CLPT XX% $CSU.TO XX% $ASML XX% $RPID XX% $TDG X% $IAG calls of various strikes X% $RGEN X% $TSM XXX% $SNPS XXX% $SMNEY 2%"  
[X Link](https://x.com/PythiaR/status/1970953042372751494)  2025-09-24T20:46Z 65.7K followers, 15.9K engagements


"I really don't want to jinx it but there's a stock that's had it's largest drawdown ever and it looks like it's stabilizing"  
[X Link](https://x.com/PythiaR/status/1991885850498703757)  2025-11-21T15:06Z 65.7K followers, 51.6K engagements


"DB on China Anti-Involution policies. 1) maybe time to start sniffing around chems $IMCD 2) the irony of China trying to find top down solutions to a problem caused by their top down solutions (rather than just letting markets function) is endlessly amusing"  
[X Link](https://x.com/PythiaR/status/1995561931932106975)  2025-12-01T18:33Z 65.7K followers, 5996 engagements


"Buy its so over sell were so back - Warren Buffett - Pythia Capital"  
[X Link](https://x.com/PythiaR/status/1996586395348111841)  2025-12-04T14:24Z 65.7K followers, 3722 engagements


"Really interesting finding: XX% of devs felt more productive with AI tools but actual software throughput declined and stability dropped. Cc $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1996636555491025090)  2025-12-04T17:43Z 65.7K followers, 28.1K engagements


"Handy matrix for is your SaaS shitco fucked"  
[X Link](https://x.com/PythiaR/status/1996637984960184658)  2025-12-04T17:49Z 65.7K followers, 2920 engagements


"So what i struggle with is Spotify recommendation engine is better discovery of new material by artists I like is easier announcements of concerts near me is better podcasts + music in a single app. But man is the audio quality so much better on Apple esp with AirPods"  
[X Link](https://x.com/PythiaR/status/1996717510402748531)  2025-12-04T23:05Z 65.7K followers, 8370 engagements


"The massive consensus flip in like 4-5 months on $ASML has been one of the funnier things to witness and ride in my investing career"  
[X Link](https://x.com/PythiaR/status/1998017742310453593)  2025-12-08T13:12Z 65.7K followers, 14.8K engagements


"There were a few remaining bios to be processed in Q3 $DHR $TMO $RGEN $DIM.FP $WST"  
[X Link](https://x.com/PythiaR/status/1990814563017896089)  2025-11-18T16:09Z 65.7K followers, 6459 engagements


"$INTC goes up XX% and suddenly $TSM is about to lose process leadership just like how when $ASML was at $XXX the Chinese were XX minutes away from cracking EUV"  
[X Link](https://x.com/PythiaR/status/1994585096914162162)  2025-11-29T01:51Z 65.7K followers, 22.8K engagements


"Everyone so focused on accel deccel theyre forgetting that HSD topline w/100bps of margin expansion @ 20x cash EPS w/ XXX% of FCF returned to shareholders can actually work out well over 3-5 years"  
[X Link](https://x.com/PythiaR/status/1963637627891884131)  2025-09-04T16:17Z 65.7K followers, 28.6K engagements


"@blondesnmoney Like 2x spot price earnings"  
[X Link](https://x.com/PythiaR/status/1987911811912626408)  2025-11-10T15:54Z 65.7K followers, 6645 engagements


"@TheLAPurchaser @MadsPosting Buy $RGEN"  
[X Link](https://x.com/PythiaR/status/1993339611708572026)  2025-11-25T15:22Z 65.7K followers, XXX engagements


"Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US)"  
[X Link](https://x.com/PythiaR/status/1995888766771495052)  2025-12-02T16:12Z 65.7K followers, 14.4K engagements


"$CSU.TO down on news that Mark Miller is going to come out and say Mark Leonard was also just juicing numbers with short-term initiatives which placed too much emphasis on in quarter performance to hit street #s before he jumped ship to be Minister of Grave Digging"  
[X Link](https://x.com/PythiaR/status/1983547815524737263)  2025-10-29T14:53Z 65.7K followers, 57.3K engagements


"Short OAI proxies (long $META = short OAI) Long $GOOG proxies Long momentum healthcare (flows out of AI)"  
[X Link](https://x.com/PythiaR/status/1993338713158697293)  2025-11-25T15:19Z 65.7K followers, 13.7K engagements


"$RGEN on the significant opportunity for them in emerging biosimilars. Note $ABT has been fairly vocal about a significant portfolio of biosimilars upcoming in their EPD business"  
[X Link](https://x.com/PythiaR/status/1994578837469106232)  2025-11-29T01:27Z 65.7K followers, 4695 engagements


"Alright so we sell $ASML in 2027. JPM now XXXX% above street for revenues and XX% above street for EPS"  
[X Link](https://x.com/PythiaR/status/1995516972780703964)  2025-12-01T15:34Z 65.7K followers, 5957 engagements


"These $CSU.TO opens are absolutely brutal. $XXX bid ask spreads X% swings"  
[X Link](https://x.com/PythiaR/status/1987892043344191994)  2025-11-10T14:36Z 65.7K followers, 9919 engagements


"@DeepSailCapital $CSU.TO for reasons that have been pretty extensively chronicled on Twitter"  
[X Link](https://x.com/PythiaR/status/1990568814187339878)  2025-11-17T23:52Z 65.7K followers, 6756 engagements


"When you talk about replacing enterprise software youre talking about replacing processes. And good luck with that. $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1991690496943747546)  2025-11-21T02:09Z 65.7K followers, 9835 engagements


"This is the $TWST $PSNL $GRAL $NTRA etc. thesis or part of it anyways"  
[X Link](https://x.com/PythiaR/status/1994881383815418266)  2025-11-29T21:29Z 65.7K followers, 28.3K engagements


"Another point $CSU.TO has made SaaS is subject to TCO constraints. Cost to dev is one side of it cost to *maintain* is another and one thats overlooked"  
[X Link](https://x.com/PythiaR/status/1996639583002677377)  2025-12-04T17:55Z 65.7K followers, 3897 engagements


"Would be extremely bullish for $TSM and $ASML"  
[X Link](https://x.com/PythiaR/status/1996985140577464672)  2025-12-05T16:48Z 65.7K followers, 22.9K engagements


"@SouthernValue95 Less so what Im saying is its inconsistent to freak out about $ASML substitution without being more freaked out about other semicap which was not what was happening about X months ago"  
[X Link](https://x.com/PythiaR/status/1998037284458016865)  2025-12-08T14:29Z 65.7K followers, XXX engagements


"@TidefallCapital And CSU stock down"  
[X Link](https://x.com/PythiaR/status/1989046418154410227)  2025-11-13T19:03Z 65.7K followers, 1709 engagements


"@taobanker $CSU.TO at low 20s forward sir"  
[X Link](https://x.com/PythiaR/status/1991181376440398271)  2025-11-19T16:26Z 65.7K followers, 1570 engagements


"@evrgn11112231 @buccocapital Ya learned my lesson buying $CSU.TO on the way down and now I only buy when theyve stopped going down. Was a bit late on this one took me a few days to get around to refreshing on it. Sold it last the day Zuck changed the name to Meta 😂"  
[X Link](https://x.com/PythiaR/status/1993339221852180572)  2025-11-25T15:21Z 65.7K followers, 1858 engagements


"@JerryCap The age old situation (and probably whats happening to $CSU.TO now) of stock down cuz estimates too high + it was expensive turning into everyone backfilling every bear case known to man and declaring it uninvestable simply because its down"  
[X Link](https://x.com/PythiaR/status/1998022815682097339)  2025-12-08T13:32Z 65.7K followers, 1858 engagements


"What happened to $ZTS and $EL is a reminder why we dont pay 50x+ earnings for HSD/LDD eps compounders"  
[X Link](https://x.com/PythiaR/status/1852325398300037227)  2024-11-01T12:22Z 65.7K followers, 89.4K engagements


"Crazy commentary on the $CSU.TO call. Cant believe they just said that 🚀🚀🚀☠☠☠"  
[X Link](https://x.com/PythiaR/status/1986926566870589637)  2025-11-07T22:39Z 65.7K followers, 27K engagements


"FWIW street estimates are not reliable for $CSU.TO and you probably shouldnt use them unless youre going to go in an audit how they actually calculated their metrics (eg removing TSS liability minority interests yada yada)"  
[X Link](https://x.com/PythiaR/status/1987153158783840341)  2025-11-08T13:40Z 65.7K followers, 13.8K engagements


"BMO thoughts on $CSU.TO & AI"  
[X Link](https://x.com/PythiaR/status/1987712836144074921)  2025-11-10T02:44Z 65.7K followers, 45K engagements


"$TSLA and $CSU.TO are on opposite ends of the spectrum in a lot of ways. But they both have generally retarded shareholder bases populated by a few geniuses"  
[X Link](https://x.com/PythiaR/status/1987911675014762508)  2025-11-10T15:54Z 65.7K followers, 10.2K engagements


"8% intraday decline in everyones favorite compounder on results where everyone has calculated their own FCF their own dollar amount of deployment their own valuation their own organic growth rate because nobody really knows whats going on. $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1987944522291310888)  2025-11-10T18:04Z 65.7K followers, 58.4K engagements


"Wait so $CSU.To is an AI play"  
[X Link](https://x.com/PythiaR/status/1991515242640404495)  2025-11-20T14:33Z 65.7K followers, 5244 engagements


"TIL the CN tower was more audacious than a transcontinental railway or the Avro Arrow or Bruce Power or"  
[X Link](https://x.com/PythiaR/status/1994063251588702418)  2025-11-27T15:18Z 65.7K followers, 10.8K engagements


"This is how strong Canadian capital markets are. Without the Americans one of the largest TSX constituents traded less than $10m of volume & hasnt had a trade in hours"  
[X Link](https://x.com/PythiaR/status/1994077134852379025)  2025-11-27T16:13Z 65.7K followers, 160.4K engagements


"Dubai chocolate is chocolate slop. Mid AF"  
[X Link](https://x.com/PythiaR/status/1997059043618144430)  2025-12-05T21:42Z 65.7K followers, 11.8K engagements


"I find it funny everyone so worried about $ASML China risk as if every other semicap isnt exponentially easier for China to replace"  
[X Link](https://x.com/PythiaR/status/1997895326800462178)  2025-12-08T05:05Z 65.7K followers, 17.5K engagements


"@SouthernValue95 Ya not saying this is necessarily real rather order of operations: whats going to be disrupted by China first Etch/dep or litho Pretty sure its the former not the latter"  
[X Link](https://x.com/PythiaR/status/1998035928103952658)  2025-12-08T14:24Z 65.7K followers, XXX engagements


"On a relative basis 1-2x multiple spread feels too narrow for $COST & $WMT (ie $cost should trade at a reasonable premium IMO)"  
[X Link](https://x.com/PythiaR/status/1998043601692197269)  2025-12-08T14:54Z 65.7K followers, 2081 engagements