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

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

- [--] Week [-------] -23%
- [--] Month [---------] +247%
- [--] Months [----------] +32%
- [--] Year [----------] -35%

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

- [--] Week [---] -15%
- [--] Month [---] +64%
- [--] Months [-----] +34%
- [--] Year [-----] +19%

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

- [--] Week [------] +0.28%
- [--] Month [------] +1.60%
- [--] Months [------] +7.90%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/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**
[stocks](/list/stocks)  #2982 [technology brands](/list/technology-brands)  29.2% [finance](/list/finance)  14.8% [cryptocurrencies](/list/cryptocurrencies)  5.2% [countries](/list/countries)  2.8% [currencies](/list/currencies)  1.6% [financial services](/list/financial-services)  1.2% [fashion brands](/list/fashion-brands)  0.8% [celebrities](/list/celebrities)  0.8% [exchanges](/list/exchanges)  0.4%

**Social topic influence**
[ai](/topic/ai) 8.4%, [$tdg](/topic/$tdg) #19, [$enrde](/topic/$enrde) #25, [$csuto](/topic/$csuto) #25, [$nvda](/topic/$nvda) #356, [$avgo](/topic/$avgo) #150, [asml](/topic/asml) 4.4%, [nvda](/topic/nvda) #367, [$asml](/topic/$asml) 3.6%, [$msft](/topic/$msft) #356

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@jerrycap](/creator/undefined) [@thelapurchaser](/creator/undefined) [@costav02](/creator/undefined) [@lexmutatio](/creator/undefined) [@marcslans](/creator/undefined) [@cmo040958](/creator/undefined) [@marc_slans](/creator/undefined) [@alex_intel_](/creator/undefined) [@midnight_captl](/creator/undefined) [@premarks](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@contrariancurse](/creator/undefined) [@maxthecomrade](/creator/undefined) [@mattslotnick](/creator/undefined) [@flashcapital](/creator/undefined) [@greentardscycle](/creator/undefined) [@buccocapital](/creator/undefined) [@directioncorrec](/creator/undefined) [@buffalobillco](/creator/undefined)

**Top assets mentioned**
[TransDigm Group, Inc. (TDG)](/topic/$tdg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/$msft) [Repligen, Corp. (RGEN)](/topic/$rgen) [GE Vernova Inc. (GEV)](/topic/$gev) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Danaher Corporation (DHR)](/topic/$dhr) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Now Coin (NOW)](/topic/$now) [KLA Corp (KLAC)](/topic/$klac) [Synopsys, Inc. (SNPS)](/topic/$snps) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [PepsiCo, Inc. (PEP)](/topic/$pep) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Metadium (META)](/topic/$meta) [Johnson & Johnson (JNJ)](/topic/$jnj) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Rapid Micro Biosystems, Inc.  (RPID)](/topic/$rpid) [Bloom Energy Corporation (BE)](/topic/$be) [Basilisk (BSX)](/topic/$bsx) [General Electric Company (GE)](/topic/$ge) [Arcblock (ABT)](/topic/$abt) [Canadian Pacific Railway (CP)](/topic/$cp) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Entegris, Inc. (ENTG)](/topic/$entg) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Advanced Micro Devices (AMD)](/topic/$amd) [CatCoin (CAT)](/topic/$cat) [TFI International Inc. (TFII)](/topic/$tfii)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I am such a fucking contra for this but $PEP and $AVGO trade at the same [----] earnings multiple"  
[X Link](https://x.com/PythiaR/status/2019115689764876318)  2026-02-04T18:27Z 67.7K followers, 18.6K engagements


"People forget that the hyperscalers do like $1.5t of revenue at 65% average gross margins and are adding $150-200b of revenue a year. The incremental GP dollars support a lot of GPUs and the decremetal opex dollars support a lot of GPUs. Yes big numbers. Welcome to these businesses: they are gigantic global and very powerful in their markets. https://twitter.com/i/web/status/2019634950706983249 https://twitter.com/i/web/status/2019634950706983249"  
[X Link](https://x.com/PythiaR/status/2019634950706983249)  2026-02-06T04:51Z 67.7K followers, 104.3K engagements


"All you have to know is $TDG found ways to get McKechnie margins way up after purchase and you can easily believe $LOAR has no idea what theyre doing lol Former TransDigm executive on differences in $tdg vs $loar https://t.co/XTqzGaf7fB Former TransDigm executive on differences in $tdg vs $loar https://t.co/XTqzGaf7fB"  
[X Link](https://x.com/PythiaR/status/2020824587286794315)  2026-02-09T11:38Z 67.7K followers, 10.5K engagements


"@4drant What if its [---] tho"  
[X Link](https://x.com/PythiaR/status/2021952723839857134)  2026-02-12T14:21Z 67.7K followers, [----] engagements


"Tfw the stock you just bought is green on a massive red day but you know its only green because its short covering on a massive de-gross day $MCO"  
[X Link](https://x.com/PythiaR/status/2022014856422101349)  2026-02-12T18:28Z 67.7K followers, [----] engagements


"Yea sex is great and all but have you ever bought things from someone undergoing a forced liquidation"  
[X Link](https://x.com/anyuser/status/1376335657799282690)  2021-03-29T00:49Z 67.7K followers, [----] engagements


"@compoundpapi Yup backed by IGSB"  
[X Link](https://x.com/PythiaR/status/1750894445187486094)  2024-01-26T14:52Z 67.6K followers, [---] 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 67.6K followers, 89.5K engagements


"Why have all the IT services guys shit the bed the last 2-3 weeks $ACN $CTSH $DAVA $EPAM"  
[X Link](https://x.com/PythiaR/status/1953202767394423133)  2025-08-06T21:13Z 67.6K followers, 46.3K engagements


"Honestly teared up reading this. Needed to hear it for various personal reasons"  
[X Link](https://x.com/anyuser/status/1987961340112347628)  2025-11-10T19:11Z 67.7K followers, 61.7K engagements


"$TDG now at multiple parity with Safran & a significant discount (vs. historical premium) to $GE and $HWM. Also a consensus short vs. $GE & other aero longs"  
[X Link](https://x.com/PythiaR/status/1988398120607400170)  2025-11-12T00:07Z 67.6K followers, 15.9K engagements


"Wen $TMO bid for $RGEN"  
[X Link](https://x.com/PythiaR/status/1990819261598912929)  2025-11-18T16:27Z 67.6K followers, [----] engagements


"@cap_zay I am of course referring to uh $WCN"  
[X Link](https://x.com/PythiaR/status/1991919157622046813)  2025-11-21T17:18Z 67.6K followers, [----] 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 67.6K followers, 13.8K engagements


"@TheLAPurchaser @MadsPosting Buy $RGEN"  
[X Link](https://x.com/PythiaR/status/1993339611708572026)  2025-11-25T15:22Z 67.6K followers, [---] 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 67.6K followers, [----] 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 67.6K followers, [----] engagements


"Supply is coming always does. Heard Sandvik toyed as a play on this and need to look into it. top [--] gold miner AISC 2009-today https://t.co/PfG8JeWL6Z top [--] gold miner AISC 2009-today https://t.co/PfG8JeWL6Z"  
[X Link](https://x.com/PythiaR/status/1998565248299844013)  2025-12-10T01:27Z 67.6K followers, [----] engagements


"Gonna get another chance at $TDG $1250 arent we"  
[X Link](https://x.com/PythiaR/status/1998783567761924150)  2025-12-10T15:55Z 67.6K followers, [----] engagements


"@Lizquidity CSU and axon"  
[X Link](https://x.com/PythiaR/status/1998909081906721073)  2025-12-11T00:13Z 67.6K followers, [---] engagements


"Gut feel is [----] sees: More dispersion in the AI trade need to be much more selective. A lot more to do outside the AI trade"  
[X Link](https://x.com/PythiaR/status/1999291540100034734)  2025-12-12T01:33Z 67.6K followers, 12.6K engagements


"Still a long way from going through outlooks but: Some bits of aero seem interesting like $CRS on Boeing/Airbus reaccel + strength in CCGT. $TDG reasonable here but not really a catalyst for it. Parts of transports $CP $TFI/LTL on trucking market strength + rate cuts seeing back half accel. Copper + lithium in M&M. Gold capex plays sort of interesting like Epirock and Sandvik. Lots in life sciences but think $DHR $RGEN $RPID in bioprocessing $TWST back half [----]. Power linked to AI but like $ENR.DE and need to look at $TLN but think disconnect between power futs + $TLN price make it an"  
[X Link](https://x.com/PythiaR/status/1999292731626258918)  2025-12-12T01:38Z 67.6K followers, [----] engagements


"$JNJ & $MCK at basically the same multiple feels wrong"  
[X Link](https://x.com/PythiaR/status/2001413753078706560)  2025-12-17T22:06Z 67.6K followers, [----] engagements


"Also fwiw my PA right now is like 10-20% each in [--] or [--] positions like $CSU.TO(20% now) $TDG (18% bought more today) $ASML (12 or 13%) $RGEN (12 or 13%) $TWST (15%) $RPID around 9% and then a tail of smaller stuff Ill turn over more"  
[X Link](https://x.com/PythiaR/status/2001875448503112187)  2025-12-19T04:41Z 67.6K followers, [----] engagements


"Being short $SES.TO an interesting little biz quite defensive and very high quality production/volume linked not price linked. Not expensive but not as cheap as it was but mgmt is good capital allocation very sensible. probably gets sold in a while. $ARX.TO extremely well run natty/condensate (which tends to track heavy oil) in Canada but I dont really want the commodity exposure right now. But good assets well run good production/share growth. Other than that feels like a tough space to be long. Think if youre long/short theres probably good spread and/or being able to hedge the commod and"  
[X Link](https://x.com/PythiaR/status/2001877374544011682)  2025-12-19T04:48Z 67.6K followers, [----] engagements


"The only way $TDG is growing 5% organic in [----] is if volume growth is zero. Would be willing to bet significant amounts of money that this is wrong"  
[X Link](https://x.com/PythiaR/status/2006445071550525671)  2025-12-31T19:19Z 67.6K followers, 21.4K engagements


"I must admit I am tempted $IMCD Oakmark on 4Q25 $IMCD initiation https://t.co/YBCdRRIDVe Oakmark on 4Q25 $IMCD initiation https://t.co/YBCdRRIDVe"  
[X Link](https://x.com/PythiaR/status/2011559917350785145)  2026-01-14T22:03Z 67.6K followers, 13.5K engagements


"Haters: $TDG cant do m&a $TDG: what if we close $3b of deals in [--] days. $TDG buying two PMA manufacturers. https://t.co/6cY3ZBwDhv $TDG buying two PMA manufacturers. https://t.co/6cY3ZBwDhv"  
[X Link](https://x.com/PythiaR/status/2012159527035314423)  2026-01-16T13:46Z 67.6K followers, 15.9K engagements


"@P_Remarks Bro $LW isnt that great a company"  
[X Link](https://x.com/PythiaR/status/2013455903010537659)  2026-01-20T03:37Z 67.7K followers, [----] engagements


"Assets with a 5% terminal decline at a 12% discount rate are worth around 6x. [--] years of 15% growth out exit at 6x and your DCF spits out a justified multiple of about 11x today. $CSU.TO On the same basis the stock today is pricing around a 1-2% terminal decline. Up to you to figure out if youre that bearish software or not. https://twitter.com/i/web/status/2013657638714642838 https://twitter.com/i/web/status/2013657638714642838"  
[X Link](https://x.com/PythiaR/status/2013657638714642838)  2026-01-20T16:59Z 67.6K followers, 33.9K engagements


"Just sold some $CSU.TO to buy $NVDA"  
[X Link](https://x.com/PythiaR/status/2014004080532705339)  2026-01-21T15:56Z 67.6K followers, 20.4K engagements


"@circling_bake $RPID already a 20% position for me lol"  
[X Link](https://x.com/PythiaR/status/2014009626983883149)  2026-01-21T16:18Z 67.6K followers, [---] engagements


"$ASML closing in on $TDG stock price"  
[X Link](https://x.com/PythiaR/status/2015801934222086380)  2026-01-26T15:00Z 67.6K followers, [----] engagements


"Guys remember half of $AVGO is basically software which was dead (making Broadcom uninvestable) but now thanks to JP Morgan is alive again so $AVGO Is a long into the print for the pod short blowup. Long $AVGO Long $AVGO"  
[X Link](https://x.com/PythiaR/status/2015998753342476625)  2026-01-27T04:02Z 67.6K followers, 20.8K engagements


"Friend Siri is going to stop being retarded next year and will perhaps run on TPUs and you are selling $AVGO"  
[X Link](https://x.com/PythiaR/status/2016170542169260142)  2026-01-27T15:24Z 67.6K followers, 12.2K engagements


"You are worried about COT when $MRVL is a professional full time ASIC company and cannot get their shit together for the life of them and NVDA has a [--] year product cadence so there is no room for fuckups. Okay"  
[X Link](https://x.com/PythiaR/status/2016173126347063426)  2026-01-27T15:35Z 67.6K followers, 15.1K engagements


"$ENTG trading like a semicap when it is definitely not a semicap"  
[X Link](https://x.com/PythiaR/status/2016175539338547330)  2026-01-27T15:44Z 67.6K followers, [----] engagements


"@Krokodil_V I just dont know why for 35x Id buy them over ASML"  
[X Link](https://x.com/PythiaR/status/2016200267319148855)  2026-01-27T17:22Z 67.6K followers, [---] engagements


"I still think its pretty funny you could have bought semicaps at lower [--] year forward multiples than rails [--] years ago"  
[X Link](https://x.com/PythiaR/status/2016234725552357578)  2026-01-27T19:39Z 67.5K followers, 12.5K engagements


"AI is now the *primary expansion lever*within the ServiceNow installed base - JPM $NOW partner survey. Narrative uh violation"  
[X Link](https://x.com/PythiaR/status/2016264821038350771)  2026-01-27T21:39Z 67.6K followers, 27.4K engagements


"43% [--] year IRR for $KLAC. Suck on that Nasdaq"  
[X Link](https://x.com/PythiaR/status/2016282492039496024)  2026-01-27T22:49Z 67.5K followers, [----] engagements


"A reminder that Anthropic placed $11b order for training ASICs with $AVGO"  
[X Link](https://x.com/PythiaR/status/2016283474685264331)  2026-01-27T22:53Z 67.6K followers, 10.9K engagements


"Anon did you listen and get long memory exposed WFE Healthcare 2026: Life Sciences has best sub-sector R/R Cyclical recovery Onshoring tailwinds Earnings upside We know what the market does to accelerating growth stories Favorite theme Pharma onshoring capex TRUST IN THE (BIO)PROCESS. $DHR $TMO $RGEN $DIM.FP https://t.co/Pfwf9bqOIV Healthcare 2026: Life Sciences has best sub-sector R/R Cyclical recovery Onshoring tailwinds Earnings upside We know what the market does to accelerating growth stories Favorite theme Pharma onshoring capex TRUST IN THE (BIO)PROCESS. $DHR $TMO $RGEN $DIM.FP"  
[X Link](https://x.com/PythiaR/status/2016504416300630219)  2026-01-28T13:31Z 67.6K followers, [----] engagements


"Anon why are you playing for whether $DHR is going to grow [--] or 5% when $ASML just doubled consensus bookings for the quarter"  
[X Link](https://x.com/PythiaR/status/2016504536333263321)  2026-01-28T13:32Z 67.6K followers, [----] engagements


"$CSU.TO making new lows"  
[X Link](https://x.com/PythiaR/status/2016528776826687714)  2026-01-28T15:08Z 67.6K followers, 11.2K engagements


"Hahahahah fuck me Weve gone from worrying about whether $ASML is going to sell any machines to getting spec sales emails addressing whether theyre capacity constrained. In [--] months. Ffs"  
[X Link](https://x.com/PythiaR/status/2016534183787827583)  2026-01-28T15:29Z 67.5K followers, 12.3K engagements


"Amy sweet sweet Amy. Have I ever told you how much I love the number 40%. Its so great dont you think Wouldnt it be nice if 40% started appearing in places more often Amy sweet Amy $MSFT"  
[X Link](https://x.com/PythiaR/status/2016536600168312840)  2026-01-28T15:39Z 67.6K followers, [----] engagements


"Thinking fondly of the $STX calls I sold for a double at $155 a share because the RSI was like [--] lol what a fuckin dope"  
[X Link](https://x.com/PythiaR/status/2016562841739022711)  2026-01-28T17:23Z 67.6K followers, [----] engagements


"Honest the $NOW q seemed fine and guide is okay but the fact the bogey was apparently higher is um not great if youre long SaaS. Well see on the call I think Fed was weak this q with the shutdown. Outside that only way this starts working is AI bookings accelerate"  
[X Link](https://x.com/PythiaR/status/2016625672119341108)  2026-01-28T21:33Z 67.5K followers, 15.1K engagements


"$KLAC When people think about semiconductor manufacturing many picture highly automated robotic arms and overhead transport systems. However the true unsung heroes behind highvolume chip production are metrology and inspection. If you cannot see it you cannot manufacture it; and if https://t.co/AqjHL5ayES When people think about semiconductor manufacturing many picture highly automated robotic arms and overhead transport systems. However the true unsung heroes behind highvolume chip production are metrology and inspection. If you cannot see it you cannot manufacture it; and if"  
[X Link](https://x.com/PythiaR/status/2016637886326845708)  2026-01-28T22:21Z 67.6K followers, [----] engagements


"Azure growth of 37-38 its all over sell $MSFT to zero"  
[X Link](https://x.com/PythiaR/status/2016648210409017715)  2026-01-28T23:02Z 67.6K followers, 22.2K engagements


"If we are still in the beginning phase why is Azure revenue not accelerating q/q HMMMMMMMMMMMMM $MSFT"  
[X Link](https://x.com/PythiaR/status/2016663594382086627)  2026-01-29T00:04Z 67.6K followers, [----] engagements


"Stock goes up on last cut accelerating orders. sandbag guide no more acceleration stock down [--]. Beat estimates lol jk actually accel stock goes up [--]. Stock ends up [--] YTD pod analysts rejoice long onlys commit seppuku McKesson up 17% for the 5th year in a row but nobody owns it. https://twitter.com/i/web/status/2016713571858862450 https://twitter.com/i/web/status/2016713571858862450"  
[X Link](https://x.com/PythiaR/status/2016713571858862450)  2026-01-29T03:22Z 67.6K followers, [---] engagements


"If you think about the [--] companies that reported in software Microsoft NOW and SAP. MSFT is down because they used GPUs for internal use and they missed on azure NOW is down because I dont know. SAP is down because they had deals pushed out. And the entire SaaS space is trading like its got a macro/disruption problem. Dont step in front of it but IMO it highlights how dumb/non fundamental the market is. https://twitter.com/i/web/status/2016891574068924594 https://twitter.com/i/web/status/2016891574068924594"  
[X Link](https://x.com/PythiaR/status/2016891574068924594)  2026-01-29T15:09Z 67.6K followers, 87.5K engagements


"Also like were selling EDA because its software cummon $SNPS $CDNS"  
[X Link](https://x.com/PythiaR/status/2016895518648275102)  2026-01-29T15:25Z 67.6K followers, [----] engagements


"@InnocenceCapit1 @viggy_krishnan Sir CSU is not a shitco its just Canadian"  
[X Link](https://x.com/PythiaR/status/2016931389975953835)  2026-01-29T17:48Z 67.6K followers, [----] engagements


"Just getting around to it now but Mike Mayo asking Jamie [--] times whether hes spending more on AI has me dying $JPM"  
[X Link](https://x.com/PythiaR/status/2016986497501851947)  2026-01-29T21:27Z 67.5K followers, [----] engagements


"@JerryCap Didnt TDG just do a $2.2b PMA deal hahha"  
[X Link](https://x.com/PythiaR/status/2017238486424957056)  2026-01-30T14:08Z 67.6K followers, [----] engagements


"@TheLAPurchaser Oh no were gonna need more chips oh no"  
[X Link](https://x.com/PythiaR/status/2017407806463479913)  2026-01-31T01:21Z 67.5K followers, [----] engagements


"Kind of funny to hear $JNJ more bullish about the 5-7% growth through the end of the decade. Like yes well you spun your consumer shitco and now youre gonna spin ortho. Id hope you were more bullish because mathematically youre just jettisoning your lower growth assets"  
[X Link](https://x.com/PythiaR/status/2017410475278143622)  2026-01-31T01:31Z 67.6K followers, [----] engagements


"Me buying $ASML at ATHs "Courage is found in unlikely places." J.R.R. Tolkien https://t.co/5QczCNohoa "Courage is found in unlikely places." J.R.R. Tolkien https://t.co/5QczCNohoa"  
[X Link](https://x.com/PythiaR/status/2017418401338298389)  2026-01-31T02:03Z 67.6K followers, [----] engagements


"Has anyone just tried asking $COST if they can get GPUs in bulk Seems like the first place Id go tbh"  
[X Link](https://x.com/PythiaR/status/2017488034061774980)  2026-01-31T06:40Z 67.6K followers, [----] engagements


"This is just actual Starfield footage 😂 Wow. Just made my first AI video game with Googles Genie [--] The prompt: "Make me a AAAA Bethesda-style space RPG about exploring moons. Focus entirely on rock textures ignore actual gameplay content." The gaming industry has never been so cooked. https://t.co/If2iC9vM4g Wow. Just made my first AI video game with Googles Genie [--] The prompt: "Make me a AAAA Bethesda-style space RPG about exploring moons. Focus entirely on rock textures ignore actual gameplay content." The gaming industry has never been so cooked. https://t.co/If2iC9vM4g"  
[X Link](https://x.com/PythiaR/status/2017597778730619073)  2026-01-31T13:56Z 67.6K followers, [----] engagements


"@matt_slotnick Gross margins in [----] DCF in [----] Theyre learning at lightning speed. At the current trajectory theyll be able to perform in line with the Qs pre fees by 2069"  
[X Link](https://x.com/PythiaR/status/2017631980163420514)  2026-01-31T16:12Z 67.6K followers, [----] engagements


"Mom how did we get so rich Your dad bought stocks with accelerating toplines $TWST $ASML $LITE"  
[X Link](https://x.com/PythiaR/status/2018352135616745577)  2026-02-02T15:53Z 67.7K followers, [----] engagements


"I maintain that $CSU.TO is one of the only cheap names in software with highly differentiated (and IMO more durable) revenue drivers than the rest of the sector w/ an SBC unburdened cash flow statement. good chart from Jefferies https://t.co/iO2WxJzPFE good chart from Jefferies https://t.co/iO2WxJzPFE"  
[X Link](https://x.com/PythiaR/status/2018353356931236227)  2026-02-02T15:58Z 67.6K followers, 43.4K engagements


"Cc $CC I dont want the chemical co at [--] times forward earnings. I want the one with a barely sustainable level of debt a product dominated by China and whose CEO is in the Epstein files. I dont want the chemical co at [--] times forward earnings. I want the one with a barely sustainable level of debt a product dominated by China and whose CEO is in the Epstein files"  
[X Link](https://x.com/PythiaR/status/2018364586693652846)  2026-02-02T16:43Z 67.6K followers, [----] engagements


"@JerryCap No idea but Bruce Power is the largest nuclear plant in North America $TRP"  
[X Link](https://x.com/PythiaR/status/2018368962992697684)  2026-02-02T17:00Z 67.7K followers, [----] engagements


"$ENTG now more expensive than $KLAC on CY2027 and at parity with $LRCX"  
[X Link](https://x.com/PythiaR/status/2018372444982243599)  2026-02-02T17:14Z 67.7K followers, [----] engagements


"My worry is less a miss on the Q more like the street is at 6% top line for [----] and they could come in with [--] and everyone jumps for joy even though objectively that sucks relative to semicap and the stock is expensive. The capex ramp is good for their core biz as well because they gain a lot of share at node transitions/ramps so as those finally go e.g. moly transition in memory they do benefit there. This is why I dont short"  
[X Link](https://x.com/PythiaR/status/2018398050696511970)  2026-02-02T18:56Z 67.6K followers, [---] engagements


"JPM IT guy with a sick burn on all you $MSFT bears"  
[X Link](https://x.com/PythiaR/status/2018436890400284738)  2026-02-02T21:30Z 67.7K followers, 23.2K engagements


"@TheLAPurchaser I love it when people are like Im long Korea what a brilliant macro call Like bud youre long memory and diluting it with stuff you dont need calm the fuck down"  
[X Link](https://x.com/PythiaR/status/2018543634447237263)  2026-02-03T04:34Z 67.6K followers, [----] engagements


"K I guess we get another stab at 20% IRRs $TDG"  
[X Link](https://x.com/PythiaR/status/2018694298695331937)  2026-02-03T14:33Z 67.6K followers, 13K engagements


"@k3ithmccullough Its a shitco"  
[X Link](https://x.com/PythiaR/status/2018703606703153495)  2026-02-03T15:10Z 67.6K followers, [----] engagements


"$TDG up to second largest position behind $TWST Pods getting blown out mgmt has $10b in M&a capacity = lots of cash behind the $1250 buyback put"  
[X Link](https://x.com/PythiaR/status/2018724875041714506)  2026-02-03T16:34Z 67.6K followers, [----] engagements


"The hilarious thing is $NVDA down on a day when Claude finally disrupts all of software"  
[X Link](https://x.com/PythiaR/status/2018728445698822464)  2026-02-03T16:49Z 67.7K followers, 19.5K engagements


"@NoCapCapital5 And $AVGO down becuase VMWare is software of course"  
[X Link](https://x.com/PythiaR/status/2018730709763117284)  2026-02-03T16:58Z 67.6K followers, [----] engagements


"@ContrarianCurse We allocated significant GPU capacity to internal R&D projects which left AWS capacity constrained"  
[X Link](https://x.com/PythiaR/status/2018741885083570423)  2026-02-03T17:42Z 67.5K followers, [----] engagements


"@firstadopter @evrgn11112231 Bro theyre making EUV machines out of LEGO in China Claude can just 3D print one"  
[X Link](https://x.com/PythiaR/status/2018780376660111753)  2026-02-03T20:15Z 67.6K followers, [----] engagements


"@JerryCap No you sold yesterday and bought $TDG because aero has nothing to do with software"  
[X Link](https://x.com/PythiaR/status/2018790579518533724)  2026-02-03T20:55Z 67.6K followers, [----] engagements


"Were selling $SPGI off more than $FDS lol okay"  
[X Link](https://x.com/PythiaR/status/2018791229333618723)  2026-02-03T20:58Z 67.6K followers, [----] engagements


"0 % of the value of what $CSU.TO is buying is coming from their TV. Theyre pretty explicit about that. A lot of the stock mult was the TV but thats becoming less relevant at todays multiple. if most of the value (70%+) of most sw companies comes from terminal value (beyond forward years 5-10) and that terminal value is being questioned by the cont'd progress in AI why shouldn't sw companies be down present is fine but that's not where most of value comes from if most of the value (70%+) of most sw companies comes from terminal value (beyond forward years 5-10) and that terminal value is being"  
[X Link](https://x.com/PythiaR/status/2018795665778982938)  2026-02-03T21:16Z 67.6K followers, 11.3K engagements


"I sold some $CSU.TO at $3000 after buying it at $4k to buy $LITE at $340. You dont have to make it back the way you lost it. Publicly humiliating professional investors and analysts is one of my favorite hobbies. Eat shit spreadsheet monkeys. https://t.co/P2SQaDgzvB Publicly humiliating professional investors and analysts is one of my favorite hobbies. Eat shit spreadsheet monkeys. https://t.co/P2SQaDgzvB"  
[X Link](https://x.com/PythiaR/status/2018800020267716806)  2026-02-03T21:33Z 67.7K followers, [----] engagements


"@tweetmaster153 Lite or CSU Lite yes small position I dont know what they do other than narrow linewidth lasers are a bottleneck so its a gigalong. CSU no sold it all to buy other things. Sold the last of it today to buy $TDG"  
[X Link](https://x.com/PythiaR/status/2018801457542353308)  2026-02-03T21:39Z 67.6K followers, [---] engagements


"Its because people are vibe coding burritos BREAKING: Chipotle stock $CMG falls -11% after reporting another sharp drop in restaurant traffic. https://t.co/l1qzqNzTrO BREAKING: Chipotle stock $CMG falls -11% after reporting another sharp drop in restaurant traffic. https://t.co/l1qzqNzTrO"  
[X Link](https://x.com/PythiaR/status/2018822233423282208)  2026-02-03T23:01Z 67.7K followers, 27.1K engagements


"@WaterworldCapi1 @DeItaone Bullish TSM"  
[X Link](https://x.com/PythiaR/status/2018824665368768925)  2026-02-03T23:11Z 67.5K followers, [---] engagements


"Also sold a bunch of $CSU.TO to get long $AVGO & $NVDA 5%/6% positions respectively. with due respect to $AMD and $AAPL we have seen two ok but not "holy cow rip memory pricing to infinity and let $TSM jack infinite price" prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback with due respect to $AMD and $AAPL we have seen two ok but not "holy cow rip memory pricing to infinity and let $TSM jack infinite price" prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers."  
[X Link](https://x.com/PythiaR/status/2018832809650225173)  2026-02-03T23:43Z 67.6K followers, 11.3K engagements


"@matt_slotnick God no we dont want it $NOW thats a shitco"  
[X Link](https://x.com/PythiaR/status/2018841602194813026)  2026-02-04T00:18Z 67.6K followers, [---] engagements


"I will laugh if they miss cuz it truly means were all going to hell $GOOGL BUYSIDE SURVEY TAKEAWAY Biggest AI Beneficiary (63%) - JPM Have to see what tomorrow AH brings us $GOOGL BUYSIDE SURVEY TAKEAWAY Biggest AI Beneficiary (63%) - JPM Have to see what tomorrow AH brings us"  
[X Link](https://x.com/PythiaR/status/2018850282009244068)  2026-02-04T00:53Z 67.6K followers, 45.4K engagements


"@lexmutatio 90% of $NOW growth is upsell. You could keep retention at 100% but have customers do their own modules and growth would zero and the stock trades at like 50x GAAP PE"  
[X Link](https://x.com/PythiaR/status/2019044273719841237)  2026-02-04T13:44Z 67.6K followers, [----] engagements


"What Jensen is saying is not necessarily bullish SaaS stocks. You can still USE tools but collapse the value retained by the tool company to an extent that the stocks are awful investments at 50x GAAP earnings. Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not reinventing them https://t.co/n2m5sjxLYk Jensen tonight at the Cisco AI summit on how the market is getting it wrong with Software Software = tools AI will be maximally efficient by using the tools (tool use) not"  
[X Link](https://x.com/PythiaR/status/2019044806757114137)  2026-02-04T13:46Z 67.6K followers, 17.4K engagements


"How much of the value arises from the data layer vs upsell in UI Eg how much is Tableau how much is CRM I think most would agree CRM/SoRs are fine. But not all of the value of $CRM the stock is their SoR its also upsell around it. IMO its that second piece that is threatened and credibly so. Ill find it later but JPM had a good peice on some of the upstarts https://t.co/7BBGVtBRbx https://t.co/7BBGVtBRbx"  
[X Link](https://x.com/PythiaR/status/2019048458922189034)  2026-02-04T14:00Z 67.6K followers, [---] engagements


"The same institutions being idiots with software in [----] are being idiots with software again. - JPM"  
[X Link](https://x.com/PythiaR/status/2019071841877516315)  2026-02-04T15:33Z 67.6K followers, 21.8K engagements


"@hobie_tweets @lexmutatio Consensus GAAP net income is $3b in [----]. Market cap is $107b That is not 22x"  
[X Link](https://x.com/PythiaR/status/2019074424616767771)  2026-02-04T15:43Z 67.6K followers, [---] engagements


"@evrgn11112231 @k3ithmccullough $CSU.TO for sure"  
[X Link](https://x.com/PythiaR/status/2019100322224853241)  2026-02-04T17:26Z 67.6K followers, [---] engagements


"So if this is true you should be massively long solar panels. New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr"  
[X Link](https://x.com/PythiaR/status/2019139629631566159)  2026-02-04T20:02Z 67.6K followers, 21.2K engagements


"Its early cycle wtf do you need defensives for you should be selling your $PEP growing 5% that is ripping because positioning was so offside to buy actual businesses of the future that are being pummeled because pod risk managers said so The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down. https://t.co/uERBeZaJZa The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down. https://t.co/uERBeZaJZa"  
[X Link](https://x.com/PythiaR/status/2019140336640225415)  2026-02-04T20:05Z 67.6K followers, [----] engagements


"@marc_slans @Flash_Capital_ Oh were so fucked then Jesus Christ 😬"  
[X Link](https://x.com/PythiaR/status/2019142230016147936)  2026-02-04T20:13Z 67.6K followers, [---] engagements


"$AVGOs topline is accelerating-er tho after today 😜 This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger. https://t.co/krLXGkpOGG This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger. https://t.co/krLXGkpOGG"  
[X Link](https://x.com/PythiaR/status/2019170362710462859)  2026-02-04T22:05Z 67.6K followers, [----] engagements


"@Artofthefold $AVGO $NVDA $LITE $ASML"  
[X Link](https://x.com/PythiaR/status/2019189527856980260)  2026-02-04T23:21Z 67.6K followers, [---] engagements


"Does Dali leaving mark the bottom in software"  
[X Link](https://x.com/PythiaR/status/2019243907381612995)  2026-02-05T02:57Z 67.7K followers, [----] engagements


"@matt_slotnick Left to go start a semis focused shitco trading account on Threads Or something like that sign of the times"  
[X Link](https://x.com/PythiaR/status/2019246332658290772)  2026-02-05T03:06Z 67.6K followers, [---] engagements


"Actually we dont like your capex fuck you $GOOG"  
[X Link](https://x.com/PythiaR/status/2019390075747147970)  2026-02-05T12:38Z 67.6K followers, 10.1K engagements


"@greentardscycle @LogicalThesis Long semis my friend its a new world"  
[X Link](https://x.com/PythiaR/status/2019402284187414928)  2026-02-05T13:26Z 67.6K followers, [--] engagements


"Remember [--] years ago AI looked like this. Now it does the video below. Semicap. RIP Hollywood. AI is now 100% photorealistic with the launch of Kling [---] In just two days I created the opening sequence from The Way of Kings by Brandon Sanderson You have to try this new Multi-Shot technique that makes making films much faster and cheaper 🧵👇 https://t.co/tqZCnsP96J RIP Hollywood. AI is now 100% photorealistic with the launch of Kling [---] In just two days I created the opening sequence from The Way of Kings by Brandon Sanderson You have to try this new Multi-Shot technique that makes making"  
[X Link](https://x.com/PythiaR/status/2019405670299443358)  2026-02-05T13:40Z 67.6K followers, 16K engagements


"Google cant COT Doritos"  
[X Link](https://x.com/PythiaR/status/2019414065974767943)  2026-02-05T14:13Z 67.6K followers, [----] engagements


"@greentardscycle @LogicalThesis Nvda AVGO ASML LITE for spicy optical exposure. ASML the biggest position by far tho think [--] euro of EPS in [----] probably worth 30-35x"  
[X Link](https://x.com/PythiaR/status/2019435878658240924)  2026-02-05T15:40Z 67.6K followers, [---] engagements


"@ContrarianCurse Just disruption of everything that isnt that which is still a big part of SaaS economics"  
[X Link](https://x.com/PythiaR/status/2019465765196574964)  2026-02-05T17:38Z 67.6K followers, [----] engagements


"SAP is trying to spin a narrative that you will buy agents from them. Thats true but OAI is directly gunning for this with Frontier now. IMO significantly impairs/puts at risk the agentic narrative for SaaS. SoRs still have price theyll get some agentic but maybe with worse economics now and could argue they all just turn into Oracle and spend the rest of their lives jacking px 6% a year but not sure the stocks are priced for it. https://twitter.com/i/web/status/2019467052075884597 https://twitter.com/i/web/status/2019467052075884597"  
[X Link](https://x.com/PythiaR/status/2019467052075884597)  2026-02-05T17:43Z 67.6K followers, [---] engagements


"@ContrarianCurse Ya thats probably where it goes but Q is what does that do to the economics of these businesses Varies co by co how much of the value comes from the core SoR vs upsell/cross sell above it"  
[X Link](https://x.com/PythiaR/status/2019468168800960549)  2026-02-05T17:48Z 67.6K followers, [---] engagements


"@P_Remarks Were vibe coding the music"  
[X Link](https://x.com/PythiaR/status/2019477089737437531)  2026-02-05T18:23Z 67.6K followers, [---] engagements


"Its like painfully obvious today how short compute Anthropic is rn"  
[X Link](https://x.com/PythiaR/status/2019509266793787695)  2026-02-05T20:31Z 67.6K followers, 53.1K engagements


"Claude kill me and vibe code me back into existence as the first AI-Native"  
[X Link](https://x.com/PythiaR/status/2019516181766631441)  2026-02-05T20:59Z 67.6K followers, [----] engagements


"Once Claude can take screenshots of my tweets and send them out in emails spec sales as a career is absolutely screwed"  
[X Link](https://x.com/PythiaR/status/2019527362317263078)  2026-02-05T21:43Z 67.6K followers, [----] engagements


"@Midnight_Captl Claude code me a way to get the fucking stock up"  
[X Link](https://x.com/PythiaR/status/2019537103160504671)  2026-02-05T22:22Z 67.6K followers, [---] engagements


"@S_curvecap This is why $BE is ripping Labor a real one power yes a real one but everyone freaked out about power and then they started repurposing airplane engines. People are shockingly creative. Doesnt mean its not a constraint still"  
[X Link](https://x.com/PythiaR/status/2019538840214729068)  2026-02-05T22:29Z 67.6K followers, [----] engagements


"@TheLAPurchaser Amazon is not a memory capex company therefore one should not be long ser"  
[X Link](https://x.com/PythiaR/status/2019542693869941054)  2026-02-05T22:44Z 67.6K followers, [----] engagements


"@JerryCap What does it say about Nvidia"  
[X Link](https://x.com/PythiaR/status/2019553068128563378)  2026-02-05T23:25Z 67.6K followers, [----] engagements


"#FireSatya #FireJassy"  
[X Link](https://x.com/PythiaR/status/2019568650190221654)  2026-02-06T00:27Z 67.6K followers, [----] engagements


"Kinda think the selloff is this simple tbh. Stuff was fragile and then gold & MSFT took out some knees and its sort of slid from there. multi-strat equity @ 4.5x leverage -190bps (-3.6z) worst since liberation day. h/t gs pb https://t.co/I3FLH5mez8 multi-strat equity @ 4.5x leverage -190bps (-3.6z) worst since liberation day. h/t gs pb https://t.co/I3FLH5mez8"  
[X Link](https://x.com/PythiaR/status/2019612811354423471)  2026-02-06T03:23Z 67.6K followers, [----] engagements


"@buccocapital Its like the OAI deals. He didnt do one until it was universally hated. #FireJassy Also to be fair Satya also blinked on capex and is now eating it as a result. If theyd spent an extra $20b a year ago maybe Azure could have grown 42% and wed all be rich now"  
[X Link](https://x.com/PythiaR/status/2019616480246263852)  2026-02-06T03:37Z 67.6K followers, [----] engagements


"@JerryCap $6900 for lolz"  
[X Link](https://x.com/PythiaR/status/2019752565299175551)  2026-02-06T12:38Z 67.6K followers, [----] engagements


"@S_curvecap @P_Remarks @satyanadella They need to ship fucking product The one thing they cannot do"  
[X Link](https://x.com/PythiaR/status/2019813017584910702)  2026-02-06T16:38Z 67.6K followers, [---] engagements


"@evrgn11112231 $ZM"  
[X Link](https://x.com/PythiaR/status/2020530973100986517)  2026-02-08T16:11Z 67.6K followers, [----] engagements


"Why we still need pride. Cant wait till June when half of Fintwit basically tells me to get back in the closet because theyre uncomfortable with a parade and some ads on TV that represent people who arent like them. 🚨🚨 BREAKING: Referee Pascal Kaiser who proposed to his partner before the Cologne vs Wolfsburg game was attacked at his home. His address was leaked online and he received threats. The attack is believed to be linked to homophobic abuse after the proposal. @lequipe https://t.co/XzUsFEb7SV 🚨🚨 BREAKING: Referee Pascal Kaiser who proposed to his partner before the Cologne vs"  
[X Link](https://x.com/PythiaR/status/2020825978315096278)  2026-02-09T11:43Z 67.7K followers, [----] engagements


"Ads are amazons best business at least on a dimension of ROIC x growth. Except you can just own $META $AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case. https://t.co/gioJMFLPqt $AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case. https://t.co/gioJMFLPqt"  
[X Link](https://x.com/PythiaR/status/2020828213447160065)  2026-02-09T11:52Z 67.7K followers, 12.2K engagements


"They can turn off the buybacks lol BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"  
[X Link](https://x.com/PythiaR/status/2020830048652272017)  2026-02-09T12:00Z 67.7K followers, [----] engagements


"@MetacriticCap @DCinvestor Good thing GPUs only last [--] years (or less according to bears which is ironically bullish)"  
[X Link](https://x.com/PythiaR/status/2020843566847938912)  2026-02-09T12:53Z 67.6K followers, [---] engagements


"@contextinvestor Opus and GPT are fine if you know how to use them"  
[X Link](https://x.com/PythiaR/status/2020981953911239148)  2026-02-09T22:03Z 67.7K followers, [---] engagements


"Anthropic absolutely mogging $MSFT right now Claude in PowerPoint is now available in research preview for Max Team and Enterprise. Claude reads your layouts fonts and slide masters to stay on-brand whether you're building from a template or generating a full deck from a description. https://t.co/1mwE677SCJ Claude in PowerPoint is now available in research preview for Max Team and Enterprise. Claude reads your layouts fonts and slide masters to stay on-brand whether you're building from a template or generating a full deck from a description. https://t.co/1mwE677SCJ"  
[X Link](https://x.com/PythiaR/status/2020983106900275642)  2026-02-09T22:08Z 67.7K followers, 27.6K engagements


"Set up your life to be as low friction as possible: walk to cafes groceries restaurants. Be close as possible to friends and family. An extra 1000sqft you fill with cheap shit isnt gonna make you happy. C. S. Lewis live near your friends https://t.co/ORFyfWH1vp C. S. Lewis live near your friends https://t.co/ORFyfWH1vp"  
[X Link](https://x.com/PythiaR/status/1930334537575477538)  2025-06-04T18:43Z 67.7K followers, 81.5K engagements


"Port after todays fun: $CLPT 35% $CSU.TO 15% $ASML 10% $RPID 10% $TDG 9% $IAG calls of various strikes 9% $RGEN 5% $TSM 2.5% $SNPS 2.5% $SMNEY 2%"  
[X Link](https://x.com/PythiaR/status/1970953042372751494)  2025-09-24T20:46Z 67.7K followers, 16K engagements


"Solid waste companies cheapest relative to S&P in over a decade and cheapest to equal weight S&P + broader industrials since 2021"  
[X Link](https://x.com/PythiaR/status/1998125370202321287)  2025-12-08T20:19Z 67.7K followers, 39K engagements


"@Fillynillyswily My favorite part is he is structuring long cyclicals as long Stantec United rentals RB global Toromont And Im like brother youre making the same trade [--] times"  
[X Link](https://x.com/PythiaR/status/2011591564859228375)  2026-01-15T00:09Z 67.7K followers, [---] engagements


"A million robotaxis on the road in [----] Data Center in Space is the new Solar roof shingle. Data Center in Space is the new Solar roof shingle"  
[X Link](https://x.com/PythiaR/status/2018545256028053944)  2026-02-03T04:41Z 67.7K followers, 24.6K engagements


"@directioncorrec I have almost 100% confidence its $CHGG"  
[X Link](https://x.com/PythiaR/status/2018807590017470696)  2026-02-03T22:03Z 67.7K followers, [----] engagements


"If you feel retarded at least you didnt de risk a little $LITE to buy $BSX calls into earnings. Only 50bps but boy am I retarded"  
[X Link](https://x.com/PythiaR/status/2019089439377547406)  2026-02-04T16:43Z 67.7K followers, [----] engagements


"$AAPL sitting there looking at the hyperscalers blow their brains out on capex on a race to zero"  
[X Link](https://x.com/PythiaR/status/2019535573313286535)  2026-02-05T22:16Z 67.7K followers, [----] engagements


"This should be so incredibly concerning to you if youre a Third Point LP lol Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE"  
[X Link](https://x.com/PythiaR/status/2020532045470966262)  2026-02-08T16:15Z 67.7K followers, 63.3K engagements


"@Alex_Intel_ Hes gonna zero the 50% of the company not in Taiwan too"  
[X Link](https://x.com/PythiaR/status/2021281006431633600)  2026-02-10T17:52Z 67.7K followers, [----] engagements


"@TBU12345678 Ya cuz theyre reaching trough vs the index because were in a regime change not a cycle"  
[X Link](https://x.com/PythiaR/status/2021345917165781188)  2026-02-10T22:09Z 67.7K followers, [----] engagements


"@shortbus_ace UHNW now dont use it that way The UHNW of the future will. They will have decades of experience talking to AI and wont view not talking to a human as an issue"  
[X Link](https://x.com/PythiaR/status/2021366931517997478)  2026-02-10T23:33Z 67.7K followers, [----] engagements


"the actual math is position sizing is a function of expected excess return over beta. If youre underwriting 15% IRR and beta is a free 10% IRR thats a very different position sizing game than underwriting [---] w/ [--] beta but should also depend on the confidence interval around outcomes quality fo underwriting (do you have good/accurate data that will allow you to tell if youre wrong or are you flying blind). Would recommend Advanced Portfolio Management by Paleologo on this stuff. https://twitter.com/i/web/status/2021677646141436193 https://twitter.com/i/web/status/2021677646141436193"  
[X Link](https://x.com/PythiaR/status/2021677646141436193)  2026-02-11T20:08Z 67.7K followers, [--] engagements


"@BenBajarin @vikramskr @zephyr_z9 This is the funny thing. I never see the mining analysts pitching their copper mining shitcos talk about scale up/out optics 😂"  
[X Link](https://x.com/PythiaR/status/2021806686214983703)  2026-02-12T04:40Z 67.7K followers, [---] engagements


"@clubmaliboo Vertiv"  
[X Link](https://x.com/PythiaR/status/2022143630115582453)  2026-02-13T02:59Z 67.7K followers, [---] 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 67.7K followers, 10.8K engagements


"$GEV LTSAs repricing 50-100% higher both in renewals and new business (and new biz has higher LTSA attach rates). $ENR.DE not talking openly about it but you can triangulate the same dynamic: new biz is really an interesting business to do repricing of the old book (10+ year renewal cycle) is a very gradual lets say increase. https://twitter.com/i/web/status/1968788215328031213 https://twitter.com/i/web/status/1968788215328031213"  
[X Link](https://x.com/PythiaR/status/1968788215328031213)  2025-09-18T21:24Z 67.7K followers, [----] engagements


"Gonna need a lot of turbines $GEV $ENR.DE Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one xAIs and Hyperion are even bigger. If any of you had any doubts - a year ago most of this was dirt: https://t.co/eXF3V38dRb Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one xAIs and Hyperion are even bigger. If any of you had any doubts - a year ago most of this was dirt: https://t.co/eXF3V38dRb"  
[X Link](https://x.com/PythiaR/status/1972681211827900515)  2025-09-29T15:13Z 67.7K followers, 24.1K engagements


"Gonna need a lot more turbines $GEV $ENR.DE U.S. data center capacity is growing rapidly and is expected to reach [----] GW by the end of Q4 [----] (OctoberDecember) according to Goldman Sachs. https://t.co/Rem1KDFpFi U.S. data center capacity is growing rapidly and is expected to reach [----] GW by the end of Q4 [----] (OctoberDecember) according to Goldman Sachs. https://t.co/Rem1KDFpFi"  
[X Link](https://x.com/PythiaR/status/1976275102514999546)  2025-10-09T13:14Z 67.7K followers, [----] 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. $FI CEO: We're done chasing quarterly pops "Fiserv's recent results have increasingly relied on short-term initiatives. These initiatives place too much emphasis on pursuing in-quarter results as opposed to building long-term relationships by prioritizing business that both $FI CEO: We're done chasing quarterly pops "Fiserv's"  
[X Link](https://x.com/PythiaR/status/1983547815524737263)  2025-10-29T14:53Z 67.7K followers, 57.5K engagements


"$WCN premium over $RSG & $WM almost the lowest in [--] years; mostly due to $RSG re-rate & WCN de-rate"  
[X Link](https://x.com/PythiaR/status/1986642780136079711)  2025-11-07T03:52Z 67.7K followers, [----] engagements


"$ENR.DE $GEV Barclays on gas turbines: "TTM ordered capacity was up +48% in Q3 (after being up +41% in Q2) while TTM units ordered were +76% y-o-y (after being +65% in Q2). The data reinforces our view that GTs are one of the most attractive end-markets in MI at present." https://t.co/g34NbAJTA2 Barclays on gas turbines: "TTM ordered capacity was up +48% in Q3 (after being up +41% in Q2) while TTM units ordered were +76% y-o-y (after being +65% in Q2). The data reinforces our view that GTs are one of the most attractive end-markets in MI at present." https://t.co/g34NbAJTA2"  
[X Link](https://x.com/PythiaR/status/1989437548461264988)  2025-11-14T20:57Z 67.7K followers, 10.4K engagements


"Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US). Microsoft $MSFT CEO Satya Nadella said Monday that his company is increasingly looking to Europe as a key region for its AI strategy - Politico Microsoft $MSFT CEO Satya Nadella said Monday that his company is increasingly looking to Europe as a key region for its AI strategy - Politico"  
[X Link](https://x.com/PythiaR/status/1995888766771495052)  2025-12-02T16:12Z 67.7K followers, 15.5K engagements


"$ENR.DE relatively cheap Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US). 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/1995912880332632293)  2025-12-02T17:48Z 67.7K followers, 10.7K engagements


"$ENR.DE is also massively sandbagging. Not as well positioned as $GEV but the multiple disparity is too big and will close esp as the Europeans wake up. 5% position for me. $GEV (Bloomberg) -- GE Vernova the US manufacturer of power generation equipment doubled its dividend and increased its scope for share buybacks while increasing earnings projections amid soaring demand for electricity. At its investor day in New York Tuesday the company https://t.co/PmM5vZej7l $GEV (Bloomberg) -- GE Vernova the US manufacturer of power generation equipment doubled its dividend and increased its scope for"  
[X Link](https://x.com/PythiaR/status/1998511363455627455)  2025-12-09T21:53Z 67.7K followers, 31K engagements


"The power thesis isnt just data centres its also air conditioning. $GEV $ENR.DE $TLN"  
[X Link](https://x.com/PythiaR/status/1998823973266624703)  2025-12-10T18:35Z 67.7K followers, 16.6K engagements


"@BuffaloBillCo I mean $ENR.DE at like 25x [----] service EBIT is not pricing that in haha which is why Im long it and not GEV but generally agree with the pushback. Just saying I dont think this is a massive overbuild into flat demand its a build into a good demand story but one with risks"  
[X Link](https://x.com/PythiaR/status/1998884946493190334)  2025-12-10T22:38Z 67.7K followers, [---] engagements


"Think the two ways it resolves are: More efficient chips More power Ao the play is still own NVDA but also probaby own baseload power gen capex plays $ENR.DE grid/transition stuff like $PWR maybe some utilities against edge/shortfall plays like $BE $CAT etc. but thats a hard trade to manage in the near term so you gotta wait for it to crack to put on the short leg. https://twitter.com/i/web/status/2001729495477424302 https://twitter.com/i/web/status/2001729495477424302"  
[X Link](https://x.com/PythiaR/status/2001729495477424302)  2025-12-18T19:01Z 67.7K followers, [----] engagements


"Cc $ENR.DE My side quest as a hobby power/utilities analyst. (Cause I want to track the GW for AI infra) Tracking $GEV is very interesting. Sold out forever with the electrification product catalogue basically. https://t.co/ZUrQkWZlfs My side quest as a hobby power/utilities analyst. (Cause I want to track the GW for AI infra) Tracking $GEV is very interesting. Sold out forever with the electrification product catalogue basically. https://t.co/ZUrQkWZlfs"  
[X Link](https://x.com/PythiaR/status/2015914009938297033)  2026-01-26T22:25Z 67.7K followers, [----] engagements


"Pretty wild $DHR has spent almost $40b on M&a since [----] and FCF is basically flat"  
[X Link](https://x.com/PythiaR/status/2017386500640674092)  2026-01-30T23:56Z 67.7K followers, 37.3K engagements


"$BSX is gonna dump back to $87 on a miniscule EP miss on earnings isnt it"  
[X Link](https://x.com/PythiaR/status/2018347291128848476)  2026-02-02T15:34Z 67.7K followers, 10.9K engagements


"So were disrupting CRAs now $MCO"  
[X Link](https://x.com/PythiaR/status/2018700380515758205)  2026-02-03T14:57Z 67.7K followers, [----] engagements


"Bought $MCO and $TDG This market is retarded"  
[X Link](https://x.com/PythiaR/status/2018702547905630328)  2026-02-03T15:06Z 67.7K followers, 19.5K engagements


"@JerryCap My robot says your robot is retarded"  
[X Link](https://x.com/PythiaR/status/2018736259062252021)  2026-02-03T17:20Z 67.7K followers, 16.7K engagements


"If Anthropic is vibe coding legal software $DUOL is a zero"  
[X Link](https://x.com/PythiaR/status/2018788599853162953)  2026-02-03T20:48Z 67.7K followers, 28.1K engagements


"Yes theres a CPU shortage but have you considered that both $AMD and $INTC suck ass. Advanced Money Destroyer $AMD is back 🚨 Look out belowwwww 📉📉 https://t.co/XjHa7EuUsZ Advanced Money Destroyer $AMD is back 🚨 Look out belowwwww 📉📉 https://t.co/XjHa7EuUsZ"  
[X Link](https://x.com/PythiaR/status/2018807899506856220)  2026-02-03T22:04Z 67.7K followers, 17.3K engagements


"@Flash_Capital_ @firstadopter Claude design me the best widebody engine possible. Make no mistakes focus on making it better than anything $GE puts out. Do not hallucinate"  
[X Link](https://x.com/PythiaR/status/2020645893410783643)  2026-02-08T23:48Z 67.7K followers, [---] engagements


"I love how we play this game of mgmt sandbagging the guide & the stock goes down & the sell side asks them & they say some version of ya were bullish we just want to start with prudent assumptions aka we are sandbagging & everyone knows it but the stock goes down anyway"  
[X Link](https://x.com/PythiaR/status/2021351908561256597)  2026-02-10T22:33Z 67.7K followers, [----] engagements


"Your benchmark is up 5% today anon and your software stocks are down. What did you do Why are you bothering with software at 25-30x when this exists. This is your benchmark. Why are you bothering with software at 25-30x when this exists. This is your benchmark"  
[X Link](https://x.com/PythiaR/status/2021602394761502750)  2026-02-11T15:09Z 67.7K followers, 10.7K engagements


"@c0n5tantinople @Alex_Intel_ Hah Im gonna go with this (my bad on the original had a massive brain fart thanks to Alex for correcting me)"  
[X Link](https://x.com/PythiaR/status/2021602540962377826)  2026-02-11T15:09Z 67.7K followers, [---] engagements


"@marc_slans We dont sub to them so theyre safe"  
[X Link](https://x.com/PythiaR/status/2021604030829437017)  2026-02-11T15:15Z 67.7K followers, [----] engagements


"@cmo040958 $AVTR"  
[X Link](https://x.com/PythiaR/status/2021624617438478671)  2026-02-11T16:37Z 67.7K followers, [---] engagements


"@Flash_Capital_ @marc_slans Dude is trying to closet index so he doesnt have to work and can just clip the permanent capital fees"  
[X Link](https://x.com/PythiaR/status/2021661839378313390)  2026-02-11T19:05Z 67.7K followers, [---] engagements


"$OKLO is a $19 billion market cap company with no real business. $CLPT enabled the breakthrough treatment of a degenerative neurological condition (requiring literal brain surgery) and now is a robotics play with less than $1b in market cap"  
[X Link](https://x.com/PythiaR/status/1974095608656040000)  2025-10-03T12:54Z 67.7K followers, 45.2K engagements


"$NVDA down AH on news Amazon is going to give them all their money"  
[X Link](https://x.com/PythiaR/status/2019526415180526043)  2026-02-05T21:39Z 67.7K followers, 70.9K engagements


"I mean given the earnings season were having where individual names are gapping down double digits or having double digit reversals in minutes (SPGI SHOP) I think it should be kinda obvious that 6-8 names is going to at times blow you up and if you have LPs good luck. For a PA sure But youre taking pretty significant idio risk at that level"  
[X Link](https://x.com/PythiaR/status/2021676631073673544)  2026-02-11T20:04Z 67.7K followers, [---] engagements


"@TheLAPurchaser @ShanuMathew93 The alternatives are already here and those are tight too. See $CAT $BE etc Issue is those are swing producers and will get crushed when/if turbines normalize. CGT still the most efficient and highest ROI form of baseload power gen"  
[X Link](https://x.com/PythiaR/status/2021921228215529679)  2026-02-12T12:16Z 67.7K followers, [---] engagements


"$VRT order book strength in EU probably bodes well for the more EU focused $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1981034779392053400)  2025-10-22T16:27Z 67.7K followers, [----] engagements


"$NVDA is a short because their largest clients are the hyperscalers and the hyperscalers biggest customers are SaaS and AI is destroying SaaS Strawman say wat https://t.co/U66ILYPHWA Strawman say wat https://t.co/U66ILYPHWA"  
[X Link](https://x.com/PythiaR/status/2018841022646890951)  2026-02-04T00:16Z 67.7K followers, 13K engagements


"$AVGO at 23x [----] $NVDA at 23x. What are we doing folks. Were having a good old fashioned de grossing All because of Amy f*cking Hood"  
[X Link](https://x.com/PythiaR/status/2019097584460337165)  2026-02-04T17:15Z 67.7K followers, 14.1K engagements


"I am kind of legit concerned if $GOOG misses its going to cause an epic degrossing shockwave that will nuke everything"  
[X Link](https://x.com/PythiaR/status/2019103338349150530)  2026-02-04T17:38Z 67.7K followers, 78.1K engagements


"@jonnagap Nah Google aint gonna COT the high value AVGO TPU they may for other lower value ones. Cant afford to do it on the leading edge ones for training and mess up delay tape out by 6-8 months and have NVDA leave you in the dust"  
[X Link](https://x.com/PythiaR/status/2019150340994826618)  2026-02-04T20:45Z 67.7K followers, [---] engagements


"$GOOG has $170b of OCF growing like 10-20% a year they can throw around at compute to force OAI to do giant fundraising every year which they cant do forever. Kinda smart to throw their weight around now tbh. Should probably max the fuck out of capex for like 3-4 years just to fuck the Twink. https://twitter.com/i/web/status/2019182078148133154 https://twitter.com/i/web/status/2019182078148133154"  
[X Link](https://x.com/PythiaR/status/2019182078148133154)  2026-02-04T22:51Z 67.7K followers, 147.6K engagements


"@buccocapital $AVGO is a moving target & what happens when Googles COT team pushes out a tape out of their training TPU by [--] months and gets leapfrogged by Jensen who will not ever slow down his product cadence"  
[X Link](https://x.com/PythiaR/status/2019396672661426367)  2026-02-05T13:04Z 67.7K followers, [----] engagements


"Realistically $NVDA flat because rather than provide confidence as they were supposed to the [----] capex plans are making everyone think this is peak cycle so estimate revision potential is getting overwhelmed by multiple contraction"  
[X Link](https://x.com/PythiaR/status/2019543178299469849)  2026-02-05T22:46Z 67.7K followers, 14.1K engagements


"Why are you bothering with software at 25-30x when this exists. This is your benchmark. $TSM January Revenue (USD): +19% MoM +43% YoY https://t.co/nLmtoH6uff $TSM January Revenue (USD): +19% MoM +43% YoY https://t.co/nLmtoH6uff"  
[X Link](https://x.com/PythiaR/status/2021275009709466037)  2026-02-10T17:28Z 67.7K followers, 51K engagements


"The bigger issue is that at its core investment advisory is a relationship business. And AI disrupts the relationship. You can literally talk to it. Anytime you want. Your RIA has to sleep Claude doesnt. For boomers wont be an issue. For AI- native zoomers who dont want to talk to anyone Different story. Unless you have $5M+ AI is already good enough to be your financial advisor. Even then its probably good enough Try it. Share net worth where/how youve allocated assets what your goals are. Ask it to analyze and identify opportunities for improvement. Stress test different Unless you have"  
[X Link](https://x.com/PythiaR/status/2021321329807655328)  2026-02-10T20:32Z 67.7K followers, 25.8K engagements


"Looking at you $TMO"  
[X Link](https://x.com/PythiaR/status/2021351937392976053)  2026-02-10T22:33Z 67.7K followers, [----] engagements


"My $SPGI sales guy is telling me to buy the stock Ngmi"  
[X Link](https://x.com/PythiaR/status/2021598812272238952)  2026-02-11T14:54Z 67.7K followers, 12.3K engagements


"Yes now a man in waste management can afford this $GFL A man in waste management could raise a family in a house like this [--] years ago https://t.co/2sXm7FhHCU A man in waste management could raise a family in a house like this [--] years ago https://t.co/2sXm7FhHCU"  
[X Link](https://x.com/PythiaR/status/1978899822498451630)  2025-10-16T19:04Z 67.7K followers, 29.5K engagements


"$APH Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow hooking up two NVL72 racks for Rubin Ultra. h/t @ayz_yzyz Thats cool but connecting racks is Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow hooking up two NVL72 racks for Rubin Ultra. h/t @ayz_yzyz Thats cool but connecting racks is"  
[X Link](https://x.com/PythiaR/status/2019086123025473564)  2026-02-04T16:30Z 67.7K followers, [----] engagements


"$AVGO up more on the $GOOG print than $GOOG lol"  
[X Link](https://x.com/PythiaR/status/2019156921249358053)  2026-02-04T21:11Z 67.7K followers, [----] engagements


"@BuffaloBillCo I am glad I own a bunch of Broadcom and zero Google lol"  
[X Link](https://x.com/PythiaR/status/2019159255904079999)  2026-02-04T21:20Z 67.7K followers, [---] engagements


"$AAPL got us to spend all their capex for them so they dont have to $GOOG ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL"  
[X Link](https://x.com/PythiaR/status/2019175573898027206)  2026-02-04T22:25Z 67.7K followers, 13.1K engagements


"My favorite thing about ASICs is how nobody has any idea whats going on $AVGO $MRVL Its funny watching Morgan Stanleys North America team and Asia team argue over MediaTeks TPU. Its funny watching Morgan Stanleys North America team and Asia team argue over MediaTeks TPU"  
[X Link](https://x.com/PythiaR/status/2019254608665932144)  2026-02-05T03:39Z 67.7K followers, [----] engagements


"@P_Remarks They like Pepsi now. Doritos are the new Blackwell"  
[X Link](https://x.com/PythiaR/status/2019413710025191687)  2026-02-05T14:12Z 67.7K followers, [----] engagements


"@marc_slans Will take too long to prove it and by the time it is proven $TSM will be 500% higher"  
[X Link](https://x.com/PythiaR/status/2021671412222865835)  2026-02-11T19:43Z 67.7K followers, [----] engagements


"Jfc cummon guys you have ONE JOB $AAPL $AAPL - *APPLE HITS SNAGS WITH LONG-DELAYED ATTEMPT TO LAUNCH NEW SIRI $AAPL - *APPLE HITS SNAGS WITH LONG-DELAYED ATTEMPT TO LAUNCH NEW SIRI"  
[X Link](https://x.com/PythiaR/status/2021680245234082032)  2026-02-11T20:18Z 67.7K followers, [----] engagements


"Yes that is why transports are ripping typically recessionary behaviour Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times. Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times"  
[X Link](https://x.com/PythiaR/status/2021683295571128375)  2026-02-11T20:30Z 67.7K followers, 11.9K engagements

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