[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Sleepysolcap Sleepysol Sleepysol posts on X about hood, $hood, $has, staples the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1533572278956466179/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +40% - X Months XXXXXXXXX +7.50% - X Year XXXXXXXXX +250% ### Mentions: XX [#](/creator/twitter::1533572278956466179/posts_active)  - X Week XX +2.70% - X Month XXX +54% - X Months XXX -XX% - X Year XXXXX +26% ### Followers: XXXXX [#](/creator/twitter::1533572278956466179/followers)  - X Week XXXXX +0.77% - X Month XXXXX +4.20% - X Months XXXXX +43% - X Year XXXXX +157% ### CreatorRank: XXXXXXX [#](/creator/twitter::1533572278956466179/influencer_rank)  ### Social Influence [#](/creator/twitter::1533572278956466179/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [nfts](/list/nfts) XXXX% [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [hood](/topic/hood) 5.31%, [$hood](/topic/$hood) 5.31%, [$has](/topic/$has) 4.42%, [staples](/topic/staples) #51, [stack](/topic/stack) 2.65%, [$rddt](/topic/$rddt) 2.65%, [$app](/topic/$app) 2.65%, [mmm](/topic/mmm) 1.77%, [$mmm](/topic/$mmm) 1.77%, [gonna](/topic/gonna) XXXX% **Top accounts mentioned or mentioned by** [@investor_nick_](/creator/undefined) [@yam_trades](/creator/undefined) [@investornick](/creator/undefined) [@jbulltard1](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@bichonredux](/creator/undefined) [@taobanker](/creator/undefined) [@grok](/creator/undefined) [@astridwilde1](/creator/undefined) [@don7spy](/creator/undefined) [@atelicinvest](/creator/undefined) [@basedstatistic](/creator/undefined) [@capitalvalor](/creator/undefined) [@investorj3](/creator/undefined) [@fallacyalarm](/creator/undefined) [@toplonging](/creator/undefined) [@piydw](/creator/undefined) [@benfranksaltego](/creator/undefined) [@jnconkle](/creator/undefined) [@cryptoparadyme](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Hasbro, Inc. (HAS)](/topic/$has) [Reddit, Inc. (RDDT)](/topic/$rddt) [Applovin Corporation (APP)](/topic/$app) [3M Co (MMM)](/topic/$mmm) [Convex Finance (CVX)](/topic/$cvx) [Hess Corp. (HES)](/topic/$hes) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Kohl's Corporation (KSS)](/topic/$kss) [ADAMANT Messenger (ADM)](/topic/$adm) [Celanese Corporation (CE)](/topic/$ce) [Constellation Energy Corp (CEG)](/topic/$ceg) [Johnson & Johnson (JNJ)](/topic/$jnj) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Schlumberger NV (SLB)](/topic/$slb) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [CryptoPunks (cryptopunks)](/topic/cryptopunks) [Enphase Energy Inc (ENPH)](/topic/$enph) [Netflix Inc (NFLX)](/topic/$nflx) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Kraft Heinz Co (KHC)](/topic/$khc) [Campbell Soup Company (CPB)](/topic/$cpb) [Walmart, Inc. (WMT)](/topic/$wmt) [SBET (SBET)](/topic/$sbet) [Philip Morris International Inc. (PM)](/topic/$pm) [IBM (IBM)](/topic/$ibm) [SAP SE (SAP)](/topic/$sap) [Now Coin (NOW)](/topic/$now) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intel Corporation (INTC)](/topic/$intc) [Heroes of NFT (HON)](/topic/$hon) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [Mario Coin (COIN)](/topic/$coin) [Palantir (PLTR)](/topic/$pltr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [American Eagle Outfitters (AEO)](/topic/$aeo) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts [#](/creator/twitter::1533572278956466179/posts) --- Top posts by engagements in the last XX hours "since $adm is already up X% in X days how about we do another one of these can i say something with offending anyone posts. $CE"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1940483539180585181) 2025-07-02 18:51:42 UTC 4408 followers, 3465 engagements "Didn't have time to write up an earnings preview but I think $MMM is a long into earnings (disc very long since 82) b/c margins are likely to expand up about XXX - 200bps and the market will remodel it for its historic high 50s margin %. That + tariffs should send it"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945903429227798536) 2025-07-17 17:48:25 UTC 4410 followers, 2546 engagements "Pjm really that bullish for $ceg I mean ill take X% but wow"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947749489793548585) 2025-07-22 20:04:00 UTC 4425 followers, X engagements "@ethanfeller430 This market isnt gonna blow off its top with 'nvidia hits 4t' its gonna blow off its top with like plce/kss/other garbage 4xing"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947773016974176468) 2025-07-22 21:37:29 UTC 4423 followers, XX engagements "$hes is already delisted you guys know what that means (time to bid $hood up to XXX on S&P inclusion rumors)"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946213979665113330) 2025-07-18 14:22:26 UTC 4408 followers, 1935 engagements "@Investor_NICK_ The Midwest is always affordable because there's land everywhere. Doesn't mean its exactly where you want to be"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947093187702493642) 2025-07-21 00:36:05 UTC 4410 followers, XXX engagements "$LVMH comps are going to be nasty for the next XX months. Hermes will likely deal with the same issues. I expect XX - XX% more downside in both over the next year"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1846222681865130326) 2024-10-15 16:12:43 UTC 4410 followers, 11.3K engagements "@JimmyButlerCap honestly it likely goes to healthcare (ex-lly average yields are 4%) and staples (ex-wmt/cost similar) you get mm like cash flow and upside potential"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946607471612543070) 2025-07-19 16:26:02 UTC 4412 followers, XXX engagements "New by me on the Stack and YT we cover the $nvda liquidity suck $hood $rddt and earnings previews/discussions for $tsm $asml $jnj $ual the banks (broadly) $slb and $mmm. Stack link in the next post and I'll have more on 3m later this week"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944433786990600598) 2025-07-13 16:28:35 UTC 4409 followers, 1259 engagements "hey Amazon shareholders no dividend but on the plus side you do get an 84mm stake that is at break even atm in a mid quality cpu manufacturer"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1922639390930591869) 2025-05-14 13:05:26 UTC 4419 followers, 2955 engagements "$u sideways into the earnings print would be very healthy"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945900420036972838) 2025-07-17 17:36:27 UTC 4421 followers, 1181 engagements "If you've been following sleepysol via literally any platform you have likely seen him rant about how there's a baby boom happening for the last XX months. Completely unrelatedly long $has"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1940763986691346826) 2025-07-03 13:26:06 UTC 4408 followers, 1944 engagements "My hit rate on stock pitches in these weekend posts ranges but this one from three weeks ago with long china long $U and long $orcl really worked out well. (sadly long $veev still isn't doing anything)"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945459001543594484) 2025-07-16 12:22:25 UTC 4410 followers, 1680 engagements "$hood -XXX% in X sessions $sezl -XX% in X sessions $crwv is breaking down $psix is down XX% today $rddt down XX% in X sessions $hims hasn't recovered from the Nvo break a few weeks ago Things are really starting to get hairy for the mid level momentum names"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1942659823943705046) 2025-07-08 18:59:29 UTC 4411 followers, 17.7K engagements "Okay now we're getting close. We just need to have one of very clear ponzi schemes launch to try to buy the declaration of independence"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947049980516069561) 2025-07-20 21:44:24 UTC 4422 followers, 2267 engagements ""Last time we tried to buy the constitution.we were thinking too small. This time the magna Carta""  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947051432617599280) 2025-07-20 21:50:10 UTC 4424 followers, XXX engagements "Things are going so crazy right now $enph is up after their earnings print"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947751010950070425) 2025-07-22 20:10:03 UTC 4425 followers, 1960 engagements "$RSP +.7 $SPY -.25 The nvidia liquidity suck looks to be over"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947657731453947991) 2025-07-22 13:59:23 UTC 4425 followers, 2190 engagements "@BucknSF the answer is in the short term no medium term maybe and long term yes. But the biggest issue with SAAS/VS etc is that valuations are still too high with lower return to shareholders to entice either value or growth investors. Who's the natural buyers of Software here No one"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946682078340190226) 2025-07-19 21:22:29 UTC 4409 followers, XXX engagements "$veev getting in this week would be pretty funny as its under owned by the arb funds while they chase up $hood and $app. It being a PBC is the only Hiccup but there are no direct rules against PBCs in the S&P500 they normally just don't get big enough to even get considered"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944770184759149037) 2025-07-14 14:45:18 UTC 4411 followers, 1055 engagements "2 sessions later and its XXXX close enough for horseshoes. $clf"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947741402181328940) 2025-07-22 19:31:52 UTC 4424 followers, 1129 engagements "$nflx was somewhat unowned coming into the year but that has been fixed. How is this thing flat after its huge move (barely down in April) from last earnings #. Its trading at something like 50x NTM FCF. What are we doing here"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945951539186512189) 2025-07-17 20:59:35 UTC 4420 followers, 4639 engagements "New by me on the stack a staples primer. Talking $khc $kmb $cpb $wmt and others"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947259849374306602) 2025-07-21 11:38:21 UTC 4424 followers, 3017 engagements "The Midwest leading the national RE market is the first in more than a decade. It means something.Im just not sure what exactly. Though I do have some thesii"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947091991017238953) 2025-07-21 00:31:20 UTC 4420 followers, 4549 engagements "$SBET price target is taking out this 2022 high"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945467920080924699) 2025-07-16 12:57:51 UTC 4408 followers, 7740 engagements "@DoggyCapital Ya but 100b market cap first"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947801039853285575) 2025-07-22 23:28:50 UTC 4423 followers, XX engagements "Time to exit $PM its been a fun year with more than XXX% returns including a XXX% dividend yield but its too rich up here"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943702500223205452) 2025-07-11 16:02:42 UTC 4424 followers, 3189 engagements "Cashier.I mean cathie is buying eth treasuries right now"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947455647538110549) 2025-07-22 00:36:23 UTC 4424 followers, 1737 engagements "new by me on the stack and YT week in review and earnings preview for $intc $goog $tsla $has $hon $now $sap $vz $t $ibm and more. check it out"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946381990837596596) 2025-07-19 01:30:03 UTC 4425 followers, 2487 engagements "$Rsp was up XXX% $spy flat. As I said in this weekends post the broad index has had its washout last week with almost a X% draw down. Now its time for it to rally"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947756726884663450) 2025-07-22 20:32:45 UTC 4424 followers, XXX engagements "since i've benefited a lot from these mall retail squeezes in the past LPT: forget $KSS today now its time to buy other retailers that have 20%+ effective floats as a lot of the etfs will get bidded up to infinity for the funds to strip the kss shares out to cover"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947652809660227726) 2025-07-22 13:39:50 UTC 4425 followers, 1330 engagements "@Yam_Trades i pitched it as a long on yt at like XX ripped up to XX within X weeks did a secondary fell to like XX i got out and now its like 3x that"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947685582177444350) 2025-07-22 15:50:03 UTC 4424 followers, XXX engagements "there's only like me and X other people on all of the internet that care about $HAS but it's pretty close to breaking out of a mult-year downtrend right now"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1932440113184694512) 2025-06-10 14:10:00 UTC 4408 followers, 2058 engagements "Jimmy C is bullish: $hood $psix $coin $app $pltr only missing $hims $oscr $rddt space and quantum crap and $nbis to round out the list"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944934995497279836) 2025-07-15 01:40:12 UTC 4411 followers, 2131 engagements "The crazist part of $crwv is there doesnt seem to be anything in the tape that shows even the slightest interest in new longs stepping in. Even after almost a -XX% week"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943802255574245557) 2025-07-11 22:39:06 UTC 4409 followers, 2232 engagements "NEWS: Grok has now been muted by XX% of power users on twitter"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946318091484352598) 2025-07-18 21:16:08 UTC 4410 followers, 1670 engagements "I wrote some thoughts on the $goog - windsurf mess that happened on Friday. TL;DR is that the only winners are the ppl moving from WS to G. More importantly I think this deal shows we're starting the late innings of the AI trade"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944739826277691842) 2025-07-14 12:44:40 UTC 4423 followers, 1517 engagements "There will be a post on guess tomorrow that's one name. $VSCO $AEO are also in that list"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947652945593442454) 2025-07-22 13:40:22 UTC 4425 followers, XXX engagements "Everyone is going to focus on the $kss short squeeze but the real story of today was how staples and Healthcare finally found a bid. Not just high short interest stocks"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947757222995558513) 2025-07-22 20:34:44 UTC 4424 followers, XXX engagements "i'm going to make the counter point I think its very bullish that $aapl isn't in the AI race at all. If there is no massive endgame product at the end of this spending rainbow the apple will be the largest company in the world again soon. Being outside the race is stable"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947683712901988802) 2025-07-22 15:42:38 UTC 4424 followers, 1841 engagements "@InvestorJ3 @Investor_NICK_ Rkt shorts are almost all hedges on the merger arb they aren't natural buyers"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947720731019907263) 2025-07-22 18:09:43 UTC 4421 followers, XX engagements "@fallacyalarm At least one of the oklo/smr/leu has enough production and demand to equal $duk's nuclear energy production"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944799799787622631) 2025-07-14 16:42:59 UTC 4410 followers, XXX engagements "@LindyTasteful Women and Gay men spend more. This is a financial fact. Because of this fact a lot of restaurants/bars/clubs/etc have all re-angled themselves around feminine energy. Its not noticeable when you're not looking for it but most places to go out aren't styled to make men relax"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946266164226564495) 2025-07-18 17:49:48 UTC 4411 followers, 1436 engagements "do we think short $hood and $app near the close will work for the 4th time in a row when they don't get in again"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946240780525289483) 2025-07-18 16:08:56 UTC 4419 followers, 4320 engagements "Had lunch with a guy who does some work for the army his take is that there's no money in drone tech but $$$$$$$$$$$$$$$$$$$$$$$$$ x infinite in anti drone tech"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943414970839973942) 2025-07-10 21:00:10 UTC 4420 followers, 46.8K engagements "Stupid coke announcement is gonna kill the corn rally which is helping my adm shares isnt it"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945654569922429115) 2025-07-17 01:19:32 UTC 4420 followers, 1662 engagements
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@Sleepysolcap Sleepysol
Sleepysol posts on X about hood, $hood, $has, staples the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +40%
- X Months XXXXXXXXX +7.50%
- X Year XXXXXXXXX +250%
Mentions: XX #
- X Week XX +2.70%
- X Month XXX +54%
- X Months XXX -XX%
- X Year XXXXX +26%
Followers: XXXXX #
- X Week XXXXX +0.77%
- X Month XXXXX +4.20%
- X Months XXXXX +43%
- X Year XXXXX +157%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXX% finance XXXX% cryptocurrencies XXXX% social networks XXXX% countries XXXX% nfts XXXX% automotive brands XXXX% exchanges XXXX%
Social topic influence hood 5.31%, $hood 5.31%, $has 4.42%, staples #51, stack 2.65%, $rddt 2.65%, $app 2.65%, mmm 1.77%, $mmm 1.77%, gonna XXXX%
Top accounts mentioned or mentioned by @investor_nick_ @yam_trades @investornick @jbulltard1 @joinyellowbrick @bichonredux @taobanker @grok @astridwilde1 @don7spy @atelicinvest @basedstatistic @capitalvalor @investorj3 @fallacyalarm @toplonging @piydw @benfranksaltego @jnconkle @cryptoparadyme
Top assets mentioned Robinhood Markets, Inc. (HOOD) Hasbro, Inc. (HAS) Reddit, Inc. (RDDT) Applovin Corporation (APP) 3M Co (MMM) Convex Finance (CVX) Hess Corp. (HES) Cleveland-Cliffs, Inc. (CLF) Veeva Systems, Inc. (VEEV) Hims & Hers Health, Inc. (HIMS) CoreWeave, Inc. (CRWV) SPDR S&P XXX ETF Trust (SPY) Alphabet Inc Class A (GOOGL) Kohl's Corporation (KSS) ADAMANT Messenger (ADM) Celanese Corporation (CE) Constellation Energy Corp (CEG) Johnson & Johnson (JNJ) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) United Airlines Holdings, Inc. (UAL) Schlumberger NV (SLB) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Sezzle Inc. Common Stock (SEZL) CryptoPunks (cryptopunks) Enphase Energy Inc (ENPH) Netflix Inc (NFLX) Kimberly Clark Corp (KMB) Kraft Heinz Co (KHC) Campbell Soup Company (CPB) Walmart, Inc. (WMT) SBET (SBET) Philip Morris International Inc. (PM) IBM (IBM) SAP SE (SAP) Now Coin (NOW) Tesla, Inc. (TSLA) Intel Corporation (INTC) Heroes of NFT (HON) Verizon Communications Inc. (VZ) AT&T Inc. (T) Mario Coin (COIN) Palantir (PLTR) Oscar Health, Inc. (OSCR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Victoria's Secret & Co. (VSCO) American Eagle Outfitters (AEO) Apple, Inc. (AAPL)
Top Social Posts #
Top posts by engagements in the last XX hours
"since $adm is already up X% in X days how about we do another one of these can i say something with offending anyone posts. $CE"
@Sleepysolcap on X 2025-07-02 18:51:42 UTC 4408 followers, 3465 engagements
"Didn't have time to write up an earnings preview but I think $MMM is a long into earnings (disc very long since 82) b/c margins are likely to expand up about XXX - 200bps and the market will remodel it for its historic high 50s margin %. That + tariffs should send it" @Sleepysolcap on X 2025-07-17 17:48:25 UTC 4410 followers, 2546 engagements
"Pjm really that bullish for $ceg I mean ill take X% but wow" @Sleepysolcap on X 2025-07-22 20:04:00 UTC 4425 followers, X engagements
"@ethanfeller430 This market isnt gonna blow off its top with 'nvidia hits 4t' its gonna blow off its top with like plce/kss/other garbage 4xing" @Sleepysolcap on X 2025-07-22 21:37:29 UTC 4423 followers, XX engagements
"$hes is already delisted you guys know what that means (time to bid $hood up to XXX on S&P inclusion rumors)" @Sleepysolcap on X 2025-07-18 14:22:26 UTC 4408 followers, 1935 engagements
"@Investor_NICK_ The Midwest is always affordable because there's land everywhere. Doesn't mean its exactly where you want to be" @Sleepysolcap on X 2025-07-21 00:36:05 UTC 4410 followers, XXX engagements
"$LVMH comps are going to be nasty for the next XX months. Hermes will likely deal with the same issues. I expect XX - XX% more downside in both over the next year" @Sleepysolcap on X 2024-10-15 16:12:43 UTC 4410 followers, 11.3K engagements
"@JimmyButlerCap honestly it likely goes to healthcare (ex-lly average yields are 4%) and staples (ex-wmt/cost similar) you get mm like cash flow and upside potential" @Sleepysolcap on X 2025-07-19 16:26:02 UTC 4412 followers, XXX engagements
"New by me on the Stack and YT we cover the $nvda liquidity suck $hood $rddt and earnings previews/discussions for $tsm $asml $jnj $ual the banks (broadly) $slb and $mmm. Stack link in the next post and I'll have more on 3m later this week" @Sleepysolcap on X 2025-07-13 16:28:35 UTC 4409 followers, 1259 engagements
"hey Amazon shareholders no dividend but on the plus side you do get an 84mm stake that is at break even atm in a mid quality cpu manufacturer" @Sleepysolcap on X 2025-05-14 13:05:26 UTC 4419 followers, 2955 engagements
"$u sideways into the earnings print would be very healthy" @Sleepysolcap on X 2025-07-17 17:36:27 UTC 4421 followers, 1181 engagements
"If you've been following sleepysol via literally any platform you have likely seen him rant about how there's a baby boom happening for the last XX months. Completely unrelatedly long $has" @Sleepysolcap on X 2025-07-03 13:26:06 UTC 4408 followers, 1944 engagements
"My hit rate on stock pitches in these weekend posts ranges but this one from three weeks ago with long china long $U and long $orcl really worked out well. (sadly long $veev still isn't doing anything)" @Sleepysolcap on X 2025-07-16 12:22:25 UTC 4410 followers, 1680 engagements
"$hood -XXX% in X sessions $sezl -XX% in X sessions $crwv is breaking down $psix is down XX% today $rddt down XX% in X sessions $hims hasn't recovered from the Nvo break a few weeks ago Things are really starting to get hairy for the mid level momentum names" @Sleepysolcap on X 2025-07-08 18:59:29 UTC 4411 followers, 17.7K engagements
"Okay now we're getting close. We just need to have one of very clear ponzi schemes launch to try to buy the declaration of independence" @Sleepysolcap on X 2025-07-20 21:44:24 UTC 4422 followers, 2267 engagements
""Last time we tried to buy the constitution.we were thinking too small. This time the magna Carta"" @Sleepysolcap on X 2025-07-20 21:50:10 UTC 4424 followers, XXX engagements
"Things are going so crazy right now $enph is up after their earnings print" @Sleepysolcap on X 2025-07-22 20:10:03 UTC 4425 followers, 1960 engagements
"$RSP +.7 $SPY -.25 The nvidia liquidity suck looks to be over" @Sleepysolcap on X 2025-07-22 13:59:23 UTC 4425 followers, 2190 engagements
"@BucknSF the answer is in the short term no medium term maybe and long term yes. But the biggest issue with SAAS/VS etc is that valuations are still too high with lower return to shareholders to entice either value or growth investors. Who's the natural buyers of Software here No one" @Sleepysolcap on X 2025-07-19 21:22:29 UTC 4409 followers, XXX engagements
"$veev getting in this week would be pretty funny as its under owned by the arb funds while they chase up $hood and $app. It being a PBC is the only Hiccup but there are no direct rules against PBCs in the S&P500 they normally just don't get big enough to even get considered" @Sleepysolcap on X 2025-07-14 14:45:18 UTC 4411 followers, 1055 engagements
"2 sessions later and its XXXX close enough for horseshoes. $clf" @Sleepysolcap on X 2025-07-22 19:31:52 UTC 4424 followers, 1129 engagements
"$nflx was somewhat unowned coming into the year but that has been fixed. How is this thing flat after its huge move (barely down in April) from last earnings #. Its trading at something like 50x NTM FCF. What are we doing here" @Sleepysolcap on X 2025-07-17 20:59:35 UTC 4420 followers, 4639 engagements
"New by me on the stack a staples primer. Talking $khc $kmb $cpb $wmt and others" @Sleepysolcap on X 2025-07-21 11:38:21 UTC 4424 followers, 3017 engagements
"The Midwest leading the national RE market is the first in more than a decade. It means something.Im just not sure what exactly. Though I do have some thesii" @Sleepysolcap on X 2025-07-21 00:31:20 UTC 4420 followers, 4549 engagements
"$SBET price target is taking out this 2022 high" @Sleepysolcap on X 2025-07-16 12:57:51 UTC 4408 followers, 7740 engagements
"@DoggyCapital Ya but 100b market cap first" @Sleepysolcap on X 2025-07-22 23:28:50 UTC 4423 followers, XX engagements
"Time to exit $PM its been a fun year with more than XXX% returns including a XXX% dividend yield but its too rich up here" @Sleepysolcap on X 2025-07-11 16:02:42 UTC 4424 followers, 3189 engagements
"Cashier.I mean cathie is buying eth treasuries right now" @Sleepysolcap on X 2025-07-22 00:36:23 UTC 4424 followers, 1737 engagements
"new by me on the stack and YT week in review and earnings preview for $intc $goog $tsla $has $hon $now $sap $vz $t $ibm and more. check it out" @Sleepysolcap on X 2025-07-19 01:30:03 UTC 4425 followers, 2487 engagements
"$Rsp was up XXX% $spy flat. As I said in this weekends post the broad index has had its washout last week with almost a X% draw down. Now its time for it to rally" @Sleepysolcap on X 2025-07-22 20:32:45 UTC 4424 followers, XXX engagements
"since i've benefited a lot from these mall retail squeezes in the past LPT: forget $KSS today now its time to buy other retailers that have 20%+ effective floats as a lot of the etfs will get bidded up to infinity for the funds to strip the kss shares out to cover" @Sleepysolcap on X 2025-07-22 13:39:50 UTC 4425 followers, 1330 engagements
"@Yam_Trades i pitched it as a long on yt at like XX ripped up to XX within X weeks did a secondary fell to like XX i got out and now its like 3x that" @Sleepysolcap on X 2025-07-22 15:50:03 UTC 4424 followers, XXX engagements
"there's only like me and X other people on all of the internet that care about $HAS but it's pretty close to breaking out of a mult-year downtrend right now" @Sleepysolcap on X 2025-06-10 14:10:00 UTC 4408 followers, 2058 engagements
"Jimmy C is bullish: $hood $psix $coin $app $pltr only missing $hims $oscr $rddt space and quantum crap and $nbis to round out the list" @Sleepysolcap on X 2025-07-15 01:40:12 UTC 4411 followers, 2131 engagements
"The crazist part of $crwv is there doesnt seem to be anything in the tape that shows even the slightest interest in new longs stepping in. Even after almost a -XX% week" @Sleepysolcap on X 2025-07-11 22:39:06 UTC 4409 followers, 2232 engagements
"NEWS: Grok has now been muted by XX% of power users on twitter" @Sleepysolcap on X 2025-07-18 21:16:08 UTC 4410 followers, 1670 engagements
"I wrote some thoughts on the $goog - windsurf mess that happened on Friday. TL;DR is that the only winners are the ppl moving from WS to G. More importantly I think this deal shows we're starting the late innings of the AI trade" @Sleepysolcap on X 2025-07-14 12:44:40 UTC 4423 followers, 1517 engagements
"There will be a post on guess tomorrow that's one name. $VSCO $AEO are also in that list" @Sleepysolcap on X 2025-07-22 13:40:22 UTC 4425 followers, XXX engagements
"Everyone is going to focus on the $kss short squeeze but the real story of today was how staples and Healthcare finally found a bid. Not just high short interest stocks" @Sleepysolcap on X 2025-07-22 20:34:44 UTC 4424 followers, XXX engagements
"i'm going to make the counter point I think its very bullish that $aapl isn't in the AI race at all. If there is no massive endgame product at the end of this spending rainbow the apple will be the largest company in the world again soon. Being outside the race is stable" @Sleepysolcap on X 2025-07-22 15:42:38 UTC 4424 followers, 1841 engagements
"@InvestorJ3 @Investor_NICK_ Rkt shorts are almost all hedges on the merger arb they aren't natural buyers" @Sleepysolcap on X 2025-07-22 18:09:43 UTC 4421 followers, XX engagements
"@fallacyalarm At least one of the oklo/smr/leu has enough production and demand to equal $duk's nuclear energy production" @Sleepysolcap on X 2025-07-14 16:42:59 UTC 4410 followers, XXX engagements
"@LindyTasteful Women and Gay men spend more. This is a financial fact. Because of this fact a lot of restaurants/bars/clubs/etc have all re-angled themselves around feminine energy. Its not noticeable when you're not looking for it but most places to go out aren't styled to make men relax" @Sleepysolcap on X 2025-07-18 17:49:48 UTC 4411 followers, 1436 engagements
"do we think short $hood and $app near the close will work for the 4th time in a row when they don't get in again" @Sleepysolcap on X 2025-07-18 16:08:56 UTC 4419 followers, 4320 engagements
"Had lunch with a guy who does some work for the army his take is that there's no money in drone tech but $$$$$$$$$$$$$$$$$$$$$$$$$ x infinite in anti drone tech" @Sleepysolcap on X 2025-07-10 21:00:10 UTC 4420 followers, 46.8K engagements
"Stupid coke announcement is gonna kill the corn rally which is helping my adm shares isnt it" @Sleepysolcap on X 2025-07-17 01:19:32 UTC 4420 followers, 1662 engagements