#  @Sleepysolcap Sleepysol Sleepysol posts on X about ai, in the, $sols, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1533572278956466179/interactions)  - [--] Week [-------] -80% - [--] Month [-------] +154% - [--] Months [---------] +14% - [--] Year [---------] +2.40% ### Mentions: [--] [#](/creator/twitter::1533572278956466179/posts_active)  - [--] Month [--] -63% - [--] Months [---] -29% - [--] Year [-----] -55% ### Followers: [-----] [#](/creator/twitter::1533572278956466179/followers)  - [--] Week [-----] +0.98% - [--] Month [-----] +3.90% - [--] Months [-----] +27% - [--] Year [-----] +75% ### CreatorRank: [-------] [#](/creator/twitter::1533572278956466179/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 40.54% [finance](/list/finance) 25.23% [technology brands](/list/technology-brands) 13.51% [countries](/list/countries) 4.5% [social networks](/list/social-networks) 3.6% [fashion brands](/list/fashion-brands) 1.8% [celebrities](/list/celebrities) 0.9% [exchanges](/list/exchanges) 0.9% [musicians](/list/musicians) 0.9% [financial services](/list/financial-services) 0.9% **Social topic influence** [ai](/topic/ai) 10.81%, [in the](/topic/in-the) 8.11%, [$sols](/topic/$sols) #5, [stocks](/topic/stocks) #4814, [$u](/topic/$u) #130, [the first](/topic/the-first) 4.5%, [$has](/topic/$has) #8, [$rddt](/topic/$rddt) #71, [market](/topic/market) 3.6%, [$zm](/topic/$zm) 2.7% **Top accounts mentioned or mentioned by** [@pegasusfund](/creator/undefined) [@investornick](/creator/undefined) [@astridwilde1](/creator/undefined) [@jnconkle](/creator/undefined) [@investor_nick_](/creator/undefined) [@taobanker](/creator/undefined) [@kingkang80](/creator/undefined) [@based16z](/creator/undefined) [@dynamicmoats](/creator/undefined) [@shortbusace](/creator/undefined) [@necrocapital](/creator/undefined) [@jjnews002](/creator/undefined) [@consensusgurus](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@yammertime01](/creator/undefined) [@shortbus_ace](/creator/undefined) [@urinsideman](/creator/undefined) [@rustyshakk](/creator/undefined) [@treasurybill](/creator/undefined) [@purpledrinkllc](/creator/undefined) **Top assets mentioned** [SOLLENSYS CORP (SOLS)](/topic/$sols) [Unity Software Inc. (U)](/topic/$u) [Hasbro, Inc. (HAS)](/topic/$has) [Reddit, Inc. (RDDT)](/topic/$rddt) [Zoom Video Communications Inc (ZM)](/topic/$zm) [AppLovin Corporation (APP)](/topic/$app) [DuPont de Nemours Inc (DD)](/topic/$dd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Intel Corporation (INTC)](/topic/$intc) [GitLab Inc. (GTLB)](/topic/$gtlb) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Dow Inc (DOW)](/topic/$dow) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Constellation Energy Corp (CEG)](/topic/$ceg) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Now Coin (NOW)](/topic/$now) [Salesforce Inc (CRM)](/topic/$crm) [Atlassian Corporation PLC (TEAM)](/topic/$team) [monday.com Ltd. (MNDY)](/topic/$mndy) [Workday Inc (WDAY)](/topic/$wday) [Electronic Arts Inc. (EA)](/topic/$ea) [Duolingo, Inc. (DUOL)](/topic/$duol) [Kimberly Clark Corp (KMB)](/topic/$kmb) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Crocs, Inc. (CROX)](/topic/$crox) [Netflix Inc (NFLX)](/topic/$nflx) [Capital One Financial Corp. (COF)](/topic/$cof) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Kenvue Inc. (KVUE)](/topic/$kvue) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [GE Vernova Inc. (GEV)](/topic/$gev) [Duke Energy Corp (DUK)](/topic/$duk) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Mattel, Inc. (MAT)](/topic/$mat) ### Top Social Posts Top posts by engagements in the last [--] hours "China is +5% today after +1.5% yesterday. The protestors could've been rich commie supporters but are instead choosing the path of the poorz. I don't understand these columbia protestors trying to take over buildings. Why are they working so hard at something that won't change anyone's mind to support communism. Don't they know they could just sit on their ass and buy China calls to support communism AND make money I don't understand these columbia protestors trying to take over buildings. Why are they working so hard at something that won't change anyone's mind to support communism. Don't" [X Link](https://x.com/Sleepysolcap/status/1785969373003329601) 2024-05-02T09:47Z [----] followers, [----] engagements "With the death of the ski bum comes the death of the snow bunny as they follow the bums for the party and good times. With the death of the bunny goes the death of skiing as a high cool factor activity. As someone that use to ski 5+ times a week all season its a gloomy forecast Related: the death of the ski bum. We are going to be sad weve lost this whole milieu. Some of us already are. https://t.co/8ZsMtye0B6 Related: the death of the ski bum. We are going to be sad weve lost this whole milieu. Some of us already are. https://t.co/8ZsMtye0B6" [X Link](https://x.com/Sleepysolcap/status/2005135745300959478) 2025-12-28T04:36Z [----] followers, [----] engagements "I got $sols power" [X Link](https://x.com/Sleepysolcap/status/2011088885107810779) 2026-01-13T14:52Z [----] followers, [----] engagements "More $sols power today I got $sols power. https://t.co/cj9vbZna0h I got $sols power. https://t.co/cj9vbZna0h" [X Link](https://x.com/Sleepysolcap/status/2011448150146597215) 2026-01-14T14:39Z [----] followers, [----] engagements "Wow scary pullback $sols and $intc almost threatened to go red for a second" [X Link](https://x.com/Sleepysolcap/status/2013695643726836015) 2026-01-20T19:30Z [----] followers, [----] engagements "The best part of $gtlb is how predictable it is. Every day is a new 52w low" [X Link](https://x.com/Sleepysolcap/status/2014023892029841639) 2026-01-21T17:14Z [----] followers, [----] engagements "$zm $zm $zm make my heart go boom boom boom" [X Link](https://x.com/Sleepysolcap/status/2015831322443325598) 2026-01-26T16:56Z [----] followers, [---] engagements "Analyst note: we like $rddt we think its gonna have 37% yoy rev growth in '26 and continue moving up in the future The market: say no more fam imma sell it down 10% real fast" [X Link](https://x.com/Sleepysolcap/status/2016153924470775882) 2026-01-27T14:18Z [----] followers, [----] engagements "$sols just keeps wanting higher. @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ" [X Link](https://x.com/Sleepysolcap/status/2016572990993932535) 2026-01-28T18:04Z [----] followers, [----] engagements "Wow $chrw showing everyone whos boss. How's the tech earnings looking" [X Link](https://x.com/Sleepysolcap/status/2016618970845946364) 2026-01-28T21:06Z [----] followers, [----] engagements "Ive raised the issue in the past that SW mgmt teams are ignorant why their stocks are moving the way they are and therefore are not making the correct decisions to elevate their stock price. This interaction on the $now call is a prime example" [X Link](https://x.com/Sleepysolcap/status/2016860208622911687) 2026-01-29T13:05Z [----] followers, 11K engagements "When i wrote my $zm pitch I got [--] ppl who dm'd me laughing saying zoom sucked because of its low growth. Its been the best preforming saas name since then b/c they give a crap about shareholders. Others can join in but they have to start acting like adults first. $zm growing 3% has a higher sales multiple than $crm $mndy $wday $gtlb $team and most saas at this point. Yes their margins are much higher HOWEVER if $zm can have these kinds of margins while competing against a FREE product from the two largest deep pocketed competitors in $zm growing 3% has a higher sales multiple than $crm $mndy" [X Link](https://x.com/Sleepysolcap/status/2016923769474879760) 2026-01-29T17:17Z [----] followers, [----] engagements "$u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless" [X Link](https://x.com/Sleepysolcap/status/2017265516054712636) 2026-01-30T15:55Z [----] followers, 16.2K engagements "Ttm $u's game engine was 30% of revenue. The stock is one 21% today. It will 25% of revenue if vector hits its numbers. I dont understand what the market is doing. $u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless. $u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless" [X Link](https://x.com/Sleepysolcap/status/2017298940362711150) 2026-01-30T18:08Z [----] followers, 10.7K engagements "@astridwilde1 @based16z Ya that ripped through a few chats and that was the first time I went oh okay I'm not insane for thinking that the internet is at risk here. Supposedly (and again Idk this for a fact) they've gotten a lot tougher on AI generated content for monetization as well" [X Link](https://x.com/Sleepysolcap/status/2018865008344494555) 2026-02-04T01:51Z [----] followers, [---] engagements "https://open.substack.com/pub/sleepysol/p/reddit-earnings-preview-f50r=18hc5i&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sleepysol/p/reddit-earnings-preview-f50r=18hc5i&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/Sleepysolcap/status/2018873883672399969) 2026-02-04T02:26Z [----] followers, [---] engagements "The below headline is sending $app and $u lower.according to the article its sourcing $u is a partner with cloudx. $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items demand paths) and a trusted execution environment for auctions to address buyer concerns https://t.co/ubUSzBbqfd $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items" [X Link](https://x.com/Sleepysolcap/status/2019050240184131808) 2026-02-04T14:07Z [----] followers, [----] engagements "Amd might be hinting at layoffs. Memory bros are pretending the Chinese supply isnt coming. Nvidia is out there pumping software stocks to stop the bleeding. All of this points to likely pain in semis coming soon" [X Link](https://x.com/Sleepysolcap/status/2019054446345359785) 2026-02-04T14:24Z [----] followers, 10.4K engagements "New ath for $dd and $q also doing well congrats to those whom bought before the split" [X Link](https://x.com/Sleepysolcap/status/2019059175569936600) 2026-02-04T14:43Z [----] followers, [----] engagements "Is there something wrong with the $ea buyout Why is trading with a annualized yeild of 13%" [X Link](https://x.com/Sleepysolcap/status/2019067083145830527) 2026-02-04T15:14Z [----] followers, [----] engagements "I dont make the rules but historically $dd new ath means $dow will get close within [--] months. New ath for $dd and $q also doing well congrats to those whom bought before the split New ath for $dd and $q also doing well congrats to those whom bought before the split" [X Link](https://x.com/Sleepysolcap/status/2019068090764419249) 2026-02-04T15:18Z [----] followers, [----] engagements "The structural problem is we're in early cycle and the market is massively overweight late cycle crap" [X Link](https://x.com/Sleepysolcap/status/2019103585116852241) 2026-02-04T17:39Z [----] followers, 11.9K engagements "Jeff bezos is trying to save Amazon shareholders from future financial terrorism created by him buying WashPo. Today he's an american hero. Bezos is leaning into the evil rich guy stereotype. But if youve created a bubble of yes people then maybe you have no clue how awful this looks to normal people. Bezos is leaning into the evil rich guy stereotype. But if youve created a bubble of yes people then maybe you have no clue how awful this looks to normal people" [X Link](https://x.com/Sleepysolcap/status/2019130728223764552) 2026-02-04T19:27Z [----] followers, [----] engagements "This will destroy the qqqs. Gotta buy SpaceX at any price though if it goes through "Nasdaq is contemplating the introduction of a 'fast inclusion' rule to expedite the incorporation of newly listed large companies into its index. According to Odaily the proposed amendment would allow new listings to join the Nasdaq [---] Index after just [--] trading days "Nasdaq is contemplating the introduction of a 'fast inclusion' rule to expedite the incorporation of newly listed large companies into its index. According to Odaily the proposed amendment would allow new listings to join the Nasdaq [---] Index" [X Link](https://x.com/Sleepysolcap/status/2019174323437593084) 2026-02-04T22:20Z [----] followers, [----] engagements "@DynamicMoats Idk. Literally every piece of economic data" [X Link](https://x.com/Sleepysolcap/status/2019223483339931912) 2026-02-05T01:36Z [----] followers, [---] engagements "$duol seems like a solid long at these levels. Maybe a move up to [---] - 150" [X Link](https://x.com/Sleepysolcap/status/2019419565416235159) 2026-02-05T14:35Z [----] followers, [----] engagements "Time to close downside protections. We're going raw" [X Link](https://x.com/Sleepysolcap/status/2019422260801728915) 2026-02-05T14:46Z [----] followers, [----] engagements "Jassy has destroyed more lives than any UNH ceo ever did" [X Link](https://x.com/Sleepysolcap/status/2019422748091842903) 2026-02-05T14:47Z [----] followers, [----] engagements "congrats to the google complex longs. Cramer and Cathie are jumping in the pool now. Great long signals there" [X Link](https://x.com/Sleepysolcap/status/2019897430519759090) 2026-02-06T22:14Z [----] followers, [----] engagements "@jnconkle asics are a long maybe not TPU complex at these current numbers. We'll see. Not really wedded to either side" [X Link](https://x.com/Sleepysolcap/status/2019901962381058268) 2026-02-06T22:32Z [----] followers, [---] engagements "Check out my latest YT video where I talk WMT what the internet might look like in a decade $rddt $goog and diversification and portfolio management (and click sub while you're there its free and helps me do better in the algo rankings) this was more interesting than I was expecting. WMT might actually be cheap @Sleepysolcap (have done zero dilly) https://t.co/v2vtviU5aQ this was more interesting than I was expecting. WMT might actually be cheap @Sleepysolcap (have done zero dilly) https://t.co/v2vtviU5aQ" [X Link](https://x.com/Sleepysolcap/status/2020310163614494916) 2026-02-08T01:34Z [----] followers, [----] engagements "@shortbus_ace @jnconkle Its not really a long thesis more like a don't short thesis. Basically AMZN is currently building a WMT location b/c their last mile numbers are bad. WMT doesn't need to do that and their locations are extremely valuable" [X Link](https://x.com/Sleepysolcap/status/2020311874856747492) 2026-02-08T01:41Z [----] followers, [---] engagements "80% of me hates this because its 100% ai generated and looks like crap. The other 20% hopes to see trucking stocks up another 10% on Monday. Super Bowl ads are high ROI they say. Lets see https://t.co/m1y1hON6LW Super Bowl ads are high ROI they say. Lets see https://t.co/m1y1hON6LW" [X Link](https://x.com/Sleepysolcap/status/2020587447655231814) 2026-02-08T19:56Z [----] followers, [----] engagements "@treasury_bill No just the raw mental strength it takes" [X Link](https://x.com/Sleepysolcap/status/2020637289961967754) 2026-02-08T23:14Z [----] followers, [--] engagements "@PurpleDrink_LLC My wife is very excited and I dont think outside of my gym ive ever heard a bad bunny song" [X Link](https://x.com/Sleepysolcap/status/2020638963804037568) 2026-02-08T23:20Z [----] followers, [---] engagements "@jnconkle @dampedspring exxon is issuing more debt" [X Link](https://x.com/Sleepysolcap/status/2021011325976256537) 2026-02-10T00:00Z [----] followers, [---] engagements "My buddy has a pet theory that all ai models suck as soon as they are widely used as part of their algo is learned behavior based on inputs. And he switches to whatever model just releases immidately even if its benchmarks arent perfect as its 'cleaner' from pollution" [X Link](https://x.com/Sleepysolcap/status/2021036591335211186) 2026-02-10T01:40Z [----] followers, [----] engagements "@Investor_NICK_ 'Go play video games mom needs to do her shopping'" [X Link](https://x.com/Sleepysolcap/status/2021245324828840228) 2026-02-10T15:30Z [----] followers, [---] engagements "Theres a real risk one we'll have clarity on tomorrow that we're about to see real deflation. Its all over conference calls. If not indirectly. If you assume bond yields collapse that is another funding mechanism gone for the market. Which hurts high multiple names. @astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this @astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this" [X Link](https://x.com/Sleepysolcap/status/2022066544394817946) 2026-02-12T21:53Z [----] followers, 12.7K engagements "$kmb insider buying 1mm $rddt insider saying hold my beer and doing 7.5mm. $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership" [X Link](https://x.com/Sleepysolcap/status/2022124059899920647) 2026-02-13T01:41Z [----] followers, [----] engagements "The figure skating team is sloppy the downhill ski team has been catastrophic and was sad letting Vonn compete just to get some more PR more speed skaters know of the Dutch female racer than a homegrown golden boy and curling is the only sport with real youth what is happening" [X Link](https://x.com/Sleepysolcap/status/2022444701199024553) 2026-02-13T22:56Z [----] followers, [---] engagements "Chinese housewives are special. Just going right to futures accounts all gas no breaks" [X Link](https://x.com/Sleepysolcap/status/2018340874157949332) 2026-02-02T15:08Z [----] followers, 441.1K engagements "In fairness theres dozens of us DOZENS Who were discussing $sols Watching $sols go up everyday knowing @Sleepysolcap the only one Ive seen talk about it https://t.co/AEq27pzM4Z Watching $sols go up everyday knowing @Sleepysolcap the only one Ive seen talk about it https://t.co/AEq27pzM4Z" [X Link](https://x.com/Sleepysolcap/status/2018827486272856382) 2026-02-03T23:22Z [----] followers, [----] engagements "Remember when $trip turned down a [--] per share offer to get bought. Even after AI existed. Hall of fame fumble alongside the Kohls board" [X Link](https://x.com/Sleepysolcap/status/2021942523758076319) 2026-02-12T13:40Z [----] followers, [----] engagements "$crox always has these insane moves every few months and then I check on the stock and its always trading at the same price" [X Link](https://x.com/Sleepysolcap/status/2021944788900315198) 2026-02-12T13:49Z [----] followers, [----] engagements "There's no real new up and comers in snowboarding. The list goes on and on. Most of these problems stem from how much private equity and $MTN has destroyed the cost structure of winter sports btw. There's a reason curling and speed skating are the only sports there's fresh talent" [X Link](https://x.com/Sleepysolcap/status/2022445176892068148) 2026-02-13T22:58Z [----] followers, [---] engagements "The only 'affordable' place to ski anymore in the USA is in the white and green mountains because most of the top level mountains are within a [--] minute drive of competitive state owned/operated mountains keeping downward pressure on prices. Outside of that bumkins" [X Link](https://x.com/Sleepysolcap/status/2005136641330204770) 2025-12-28T04:40Z [----] followers, [---] engagements "Its amazing how ppl are pushing $mtn as a long and not understanding that skiing is giga effed for the next few years for like [--] different reasons. Winter 25-26 has concluded at Le Massif an Ikon Pass resort and one of the largest mountains in Quebec. Workers there went on strike January 2nd. Managers ran a limited operation the last few weeks but with no end to the strike in sight ownership decided to end the season Winter 25-26 has concluded at Le Massif an Ikon Pass resort and one of the largest mountains in Quebec. Workers there went on strike January 2nd. Managers ran a limited" [X Link](https://x.com/Sleepysolcap/status/2013420490254164393) 2026-01-20T01:17Z [----] followers, 16.6K engagements "This week's stack post is now live (link in the next post) $intc $cof $KNX and $nflx earnings are discussed and talk about software names that are being dumpster dove for as well. Enjoy" [X Link](https://x.com/Sleepysolcap/status/2015428892870258826) 2026-01-25T14:17Z [----] followers, [----] engagements "Just checked my private equity and VC software holdings and they're all still up on the year. Nice" [X Link](https://x.com/Sleepysolcap/status/2018714032228684016) 2026-02-03T15:51Z [----] followers, [----] engagements "@based16z Thats kind of the end game I arrived at this weekend when ppl were cheering on that fake marketing ai reddit clone. Eventually ai will destroy the internet so the only real investment are companies that have limited internet exposure" [X Link](https://x.com/Sleepysolcap/status/2018855378520523082) 2026-02-04T01:13Z [----] followers, [----] engagements "New by me: some thoughts on $rddt into the print after almost a 40% pullback in three weeks" [X Link](https://x.com/Sleepysolcap/status/2018873860133925086) 2026-02-04T02:26Z [----] followers, [----] engagements "$Uber probably bottoms on this print" [X Link](https://x.com/Sleepysolcap/status/2019043830855811262) 2026-02-04T13:42Z [----] followers, [----] engagements "$has is at a [--] year high" [X Link](https://x.com/Sleepysolcap/status/2019066614868561923) 2026-02-04T15:12Z [----] followers, [---] engagements "What a fantastic day. $kvue is at [--] $odfl +9%. All of trucking doing amazing" [X Link](https://x.com/Sleepysolcap/status/2019137088101515658) 2026-02-04T19:52Z [----] followers, [----] engagements "I like how $rbrk is going into the old distressed sector play book and pre releasing some earnings. Might not help but at least management is trying" [X Link](https://x.com/Sleepysolcap/status/2019192259233914961) 2026-02-04T23:32Z [----] followers, [----] engagements "We have one of the healthiest broad market rallies stemming from a natural economic expansion for the first time in a decade possibly longer and seemingly half of wsb is down 50%+ ytd. Impressive" [X Link](https://x.com/Sleepysolcap/status/2019880110904717478) 2026-02-06T21:05Z [----] followers, 12.3K engagements "@NecroCapital listen fellow $has bro we got this. [---] and [---] are coming this year. I have faith" [X Link](https://x.com/Sleepysolcap/status/2020311704798711958) 2026-02-08T01:40Z [----] followers, [--] engagements "I dont speak Spanish but I think this song was all about going long $ceg $gev and $duk" [X Link](https://x.com/Sleepysolcap/status/2020672099963043955) 2026-02-09T01:32Z [----] followers, [----] engagements "$has bro's we did it it's back to profitably and growth. Time to push for a new ath" [X Link](https://x.com/Sleepysolcap/status/2021209832682860670) 2026-02-10T13:09Z [----] followers, [----] engagements "New by me lets look at a consumer staple with impressive growth $casy" [X Link](https://x.com/Sleepysolcap/status/2021211604923142160) 2026-02-10T13:16Z [----] followers, [---] engagements "https://sleepysol.substack.com/p/caseys-general-store https://sleepysol.substack.com/p/caseys-general-store" [X Link](https://x.com/Sleepysolcap/status/2021211667418210333) 2026-02-10T13:16Z [----] followers, [---] engagements "@JJNews002 @Investor_NICK_ The majority of stocks that are impacted by the OP are not at aths" [X Link](https://x.com/Sleepysolcap/status/2021227817757819300) 2026-02-10T14:20Z [----] followers, [--] engagements "I cannot believe I wasnt bullish enough on $has going into this print. Theyre sandbagging 2026's numbers and the '27 number will be huge based on their commentary. Might hit [---] - [---] later this year" [X Link](https://x.com/Sleepysolcap/status/2021234090448433535) 2026-02-10T14:45Z [----] followers, [----] engagements "@ConsensusGurus @RickPalaciosJr The issue is you're not the only one seeing this so ppl keep shorting it but everything manu related is pointing higher so ppl are longing baskets of stuff which tol is in blowing out the shorts repeat" [X Link](https://x.com/Sleepysolcap/status/2021283090740494542) 2026-02-10T18:00Z [----] followers, [---] engagements "Man I don't want to long reits" [X Link](https://x.com/Sleepysolcap/status/2021313913074102629) 2026-02-10T20:02Z [----] followers, [----] engagements "Max pain for hedgefunds is watching semis waterfall lower now that they're all OW and software stabilizes now that they're all short/degrossed. While the rest of the market kinda just spins its wheels for a few weeks" [X Link](https://x.com/Sleepysolcap/status/2021335371142050185) 2026-02-10T21:28Z [----] followers, 10.6K engagements "@tompaja Sure but their parents are driving them. Not Lyft" [X Link](https://x.com/Sleepysolcap/status/2021341997081231484) 2026-02-10T21:54Z [----] followers, [---] engagements "Ya the below is cute for a headline but how's [--] day deliqs trending Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of [----] https://t.co/ImuD6QVPNp Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of [----] https://t.co/ImuD6QVPNp" [X Link](https://x.com/Sleepysolcap/status/2021346124519571554) 2026-02-10T22:10Z [----] followers, [----] engagements "$u with a thesis breaking guidance" [X Link](https://x.com/Sleepysolcap/status/2021563365278240829) 2026-02-11T12:33Z [----] followers, [----] engagements "Its kind of amazing how much of unity pain goes back to allowing the VC board members save Ironsource instead of merging with applovin" [X Link](https://x.com/Sleepysolcap/status/2021569983956852788) 2026-02-11T13:00Z [----] followers, [----] engagements "The reason to never long $mat is because if you go to r/hot wheels there are exactly zero posts about fun new sets coming out and infinity posts about ppl hunting for rare drops at dollar tree" [X Link](https://x.com/Sleepysolcap/status/2021597026392162724) 2026-02-11T14:47Z [----] followers, [----] engagements "$sols just under the first major upside price target of [--] after declaring a dividend and sandbagging top line guidance. @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ" [X Link](https://x.com/Sleepysolcap/status/2021605221240090932) 2026-02-11T15:20Z [----] followers, [----] engagements "Sadly not making up for the U losses in my account today" [X Link](https://x.com/Sleepysolcap/status/2021605280526528707) 2026-02-11T15:20Z [----] followers, [---] engagements "The usa curling team is to gen-Z. These guys need to put on weight and start balding. Im not use to this youthful vigor" [X Link](https://x.com/Sleepysolcap/status/2021669103405056137) 2026-02-11T19:34Z [----] followers, [----] engagements "Listen as someone who is in the vanguard of 'the internets days are numbered' [--] days is way way too agressive. If that happened Google and meta are gonna get murdered. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone calls Gmail. And we will have no way to stop it. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone" [X Link](https://x.com/Sleepysolcap/status/2021731219411509555) 2026-02-11T23:40Z [----] followers, [----] engagements "@shortbus_ace @Investor_NICK_ @PegasusFund You dont kill jbht on an ai tool" [X Link](https://x.com/Sleepysolcap/status/2021977934135709762) 2026-02-12T16:01Z [----] followers, [--] engagements "@Investor_NICK_ (I bought 200k notational of zero coupon 30ys today) because @PegasusFund bullied me" [X Link](https://x.com/Sleepysolcap/status/2022068572336665050) 2026-02-12T22:01Z [----] followers, [---] engagements "@PegasusFund It would be pretty funny if everyone is like ai ai ai then it turns out its just deflation. With some ai wrapped over it" [X Link](https://x.com/Sleepysolcap/status/2022072697862357222) 2026-02-12T22:17Z [----] followers, [---] engagements "The sell is coming for trucking" [X Link](https://x.com/Sleepysolcap/status/2021971601391255881) 2026-02-12T15:36Z [----] followers, [----] engagements "Congrats to all $chrw and $lstr buyers yesterday" [X Link](https://x.com/Sleepysolcap/status/2022318141120917597) 2026-02-13T14:33Z [----] followers, [---] engagements "Lets recap a crazy few earnings calls of $U $has and $sols. The good the bad and the ugly. Ugh" [X Link](https://x.com/Sleepysolcap/status/2021782768208761245) 2026-02-12T03:05Z [----] followers, [----] engagements "Either meta and google are both going to leg down hard very soon or a decent amount of internet stocks are mispriced to the downside. I thought it was the latter but im increasingly thinking the former is about to happen" [X Link](https://x.com/Sleepysolcap/status/2021972958684819687) 2026-02-12T15:41Z [----] followers, [----] engagements "Es breaking [----] likely means we're done into early march. Time to talk a walk" [X Link](https://x.com/Sleepysolcap/status/2021983279793266803) 2026-02-12T16:22Z [----] followers, [----] engagements "Near term its probably more of a gop problem than anything else but if the market does correct this year *and* ai limits the number of jobs created those forecasting riots in the 2030s need to pull their models forward by a decade" [X Link](https://x.com/Sleepysolcap/status/2022015643600789686) 2026-02-12T18:31Z [----] followers, [----] engagements "Just kill me" [X Link](https://x.com/Sleepysolcap/status/2022031229261127968) 2026-02-12T19:33Z [----] followers, [----] engagements "Some more $sols bullishness Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers" [X Link](https://x.com/Sleepysolcap/status/2022036167928295563) 2026-02-12T19:52Z [----] followers, [----] engagements "@astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this" [X Link](https://x.com/Sleepysolcap/status/2022064649198621055) 2026-02-12T21:45Z [----] followers, [----] engagements "Letting vc have access to cheap credit was and will forever be a mistake" [X Link](https://x.com/Sleepysolcap/status/2022065476965478483) 2026-02-12T21:49Z [----] followers, [----] engagements "While there definitely is ai headwinds for a lot of names a lot of saas names are still somewhat expensive here. We mightve just be in a deflationary re rating that has little to do with the speed of ai. Just ruminating on this topic as well as ai" [X Link](https://x.com/Sleepysolcap/status/2022067034151133526) 2026-02-12T21:55Z [----] followers, [----] engagements "RT @RedditCFB: In announcing the renewal of the Boise State-Idaho rivalry Boise State AD Jeramiah Dickey gives a shoutout to Rack referr" [X Link](https://x.com/Sleepysolcap/status/2022090408650838122) 2026-02-12T23:28Z [----] followers, [--] engagements "Mmmmmmhhhmmmmmm Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps. Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps" [X Link](https://x.com/Sleepysolcap/status/2022119701929947183) 2026-02-13T01:24Z [----] followers, [----] engagements "The only cpi mix shift to the upside that was a surprise was electricity costs. Which is another reason AI is gonna be in the cross hairs this political season. Outside of that this print was ice cold as talked about earlier this week" [X Link](https://x.com/Sleepysolcap/status/2022314144708366493) 2026-02-13T14:17Z [----] followers, [----] engagements "Yesterday with the karaoke trucking blow up it was so over. Now today after the stupidity has ended we're so back" [X Link](https://x.com/Sleepysolcap/status/2022328210965582299) 2026-02-13T15:13Z [----] followers, [---] engagements "Looking at responses to the super bowl commercials Antro's lol at OAI didnt hit at all. I think that + news of the impending massive oai raise makes $orcl very interesting here at 160" [X Link](https://x.com/Sleepysolcap/status/2022376827264655744) 2026-02-13T18:26Z [----] followers, [----] engagements "The USA winter Olympics team needs to hope for domination in short track speed skating otherwise this Olympics should be considered an embarrassment" [X Link](https://x.com/Sleepysolcap/status/2022442534589600245) 2026-02-13T22:47Z [----] followers, [----] engagements "@joinyellowbrick i've done videos/write ups on many utilities in the past including $CEG at [--] sols at ipo/40ish vst Enbridge when they bought the ng utility assets from D and talk about Duke semi regularly" [X Link](https://x.com/Sleepysolcap/status/2022499898864849319) 2026-02-14T02:35Z [----] followers, [---] engagements "@CapitalCap1tal $ZURVY Z-U-R-V-Y. I don't understand why people even buy allstate when zurich exists" [X Link](https://x.com/Sleepysolcap/status/1648383755642363904) 2023-04-18T17:51Z [----] followers, [--] engagements "@astridwilde1 Hasn't chillcow been around for more than [--] years How is this brand only a month old" [X Link](https://x.com/Sleepysolcap/status/1655906997533827072) 2023-05-09T12:06Z [----] followers, [--] engagements "@CapitalValor Ya you're probably right. I'm long a little bit of the Vietnam etf. Any names I should check out in the Phil's Or just etf that too" [X Link](https://x.com/Sleepysolcap/status/1773083394722640351) 2024-03-27T20:23Z [----] followers, [---] engagements "when does r/superstonks pivot from $GME to $PTON asking for a friend" [X Link](https://x.com/Sleepysolcap/status/1798059741652144562) 2024-06-04T18:30Z [----] followers, [----] engagements "@YammerTime01 @JCOviedo6 You were the who replied to me and also are actively throwing out accusations about mass market manipulation. That's quite literally want the people over at superstonks believe" [X Link](https://x.com/Sleepysolcap/status/1799036901644808434) 2024-06-07T11:13Z [----] followers, [--] engagements "New video on the sleepytube of day [--] of all things water. In today's video we cover some of the chemical companies that touch the water space like $EMN $DOW and $DD and then spend time on the French and Japanese industrials benefit from a water rerating: $VIE.PA and $3402.T" [X Link](https://x.com/Sleepysolcap/status/1805693639387136285) 2024-06-25T20:04Z [----] followers, [---] engagements "Its hard not to travel to japan and be bullish moncler. Saying that Italy continues to announce pro business policies. This is a great country if you want EU exposure. I think [--] - [--] years from now it will be obvious that Italy is the clear leader of the next EU generation" [X Link](https://x.com/Sleepysolcap/status/1892815643444990155) 2025-02-21T05:56Z [----] followers, [---] engagements "@HolyFatherJPow @Investor_NICK_ flat/down yoy isn't bullish travel in any way" [X Link](https://x.com/Sleepysolcap/status/1936019793708044295) 2025-06-20T11:14Z [----] followers, [---] 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" [X Link](https://x.com/Sleepysolcap/status/1943414970839973942) 2025-07-10T21:00Z [----] followers, 47K engagements "$wbtn earnings and guide seems fine" [X Link](https://x.com/Sleepysolcap/status/1988747937862885432) 2025-11-12T23:17Z [----] followers, [---] engagements "Its on days like today you see what are high quality longs versus stuff the market needs to puke due to valuations. That's why you should full port solid names like $PTON" [X Link](https://x.com/Sleepysolcap/status/1988983724151828659) 2025-11-13T14:54Z [----] followers, [----] engagements "New by me I look at $FIVN on the stack. Imagine if they decided to merge with $ZM" [X Link](https://x.com/Sleepysolcap/status/1998000606833783181) 2025-12-08T12:04Z [----] followers, [----] engagements "New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X" [X Link](https://x.com/anyuser/status/1854713186743992762) 2024-11-08T02:30Z [----] followers, 139.8K engagements "New by me on the sleepystack [--] month later an update on Trump [---] year one. With discussion on inflation deflation and the TCJA [---]. Check it out. New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X. https://t.co/PJZ6MRxvnE New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X. https://t.co/PJZ6MRxvnE" [X Link](https://x.com/anyuser/status/1922840974813806899) 2025-05-15T02:26Z [----] followers, 59K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Sleepysolcap Sleepysol
Sleepysol posts on X about ai, in the, $sols, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -80%
- [--] Month [-------] +154%
- [--] Months [---------] +14%
- [--] Year [---------] +2.40%
Mentions: [--] #
- [--] Month [--] -63%
- [--] Months [---] -29%
- [--] Year [-----] -55%
Followers: [-----] #
- [--] Week [-----] +0.98%
- [--] Month [-----] +3.90%
- [--] Months [-----] +27%
- [--] Year [-----] +75%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 40.54% finance 25.23% technology brands 13.51% countries 4.5% social networks 3.6% fashion brands 1.8% celebrities 0.9% exchanges 0.9% musicians 0.9% financial services 0.9%
Social topic influence ai 10.81%, in the 8.11%, $sols #5, stocks #4814, $u #130, the first 4.5%, $has #8, $rddt #71, market 3.6%, $zm 2.7%
Top accounts mentioned or mentioned by @pegasusfund @investornick @astridwilde1 @jnconkle @investor_nick_ @taobanker @kingkang80 @based16z @dynamicmoats @shortbusace @necrocapital @jjnews002 @consensusgurus @joinyellowbrick @yammertime01 @shortbus_ace @urinsideman @rustyshakk @treasurybill @purpledrinkllc
Top assets mentioned SOLLENSYS CORP (SOLS) Unity Software Inc. (U) Hasbro, Inc. (HAS) Reddit, Inc. (RDDT) Zoom Video Communications Inc (ZM) AppLovin Corporation (APP) DuPont de Nemours Inc (DD) Alphabet Inc Class A (GOOGL) Intel Corporation (INTC) GitLab Inc. (GTLB) CH Robinson Worldwide Inc (CHRW) Dow Inc (DOW) Vail Resorts, Inc. (MTN) Constellation Energy Corp (CEG) Peloton Interactive, Inc. Class A Common Stock (PTON) Now Coin (NOW) Salesforce Inc (CRM) Atlassian Corporation PLC (TEAM) monday.com Ltd. (MNDY) Workday Inc (WDAY) Electronic Arts Inc. (EA) Duolingo, Inc. (DUOL) Kimberly Clark Corp (KMB) TripAdvisor, Inc. (TRIP) Crocs, Inc. (CROX) Netflix Inc (NFLX) Capital One Financial Corp. (COF) Knight-Swift Transportation Holdings, Inc. (KNX) Uber Technologies, Inc. (UBER) Kenvue Inc. (KVUE) Old Dominion Freight Line Inc (ODFL) Rubrik, Inc. (RBRK) GE Vernova Inc. (GEV) Duke Energy Corp (DUK) Casey's General Stores, Inc. (CASY) Mattel, Inc. (MAT)
Top Social Posts
Top posts by engagements in the last [--] hours
"China is +5% today after +1.5% yesterday. The protestors could've been rich commie supporters but are instead choosing the path of the poorz. I don't understand these columbia protestors trying to take over buildings. Why are they working so hard at something that won't change anyone's mind to support communism. Don't they know they could just sit on their ass and buy China calls to support communism AND make money I don't understand these columbia protestors trying to take over buildings. Why are they working so hard at something that won't change anyone's mind to support communism. Don't"
X Link 2024-05-02T09:47Z [----] followers, [----] engagements
"With the death of the ski bum comes the death of the snow bunny as they follow the bums for the party and good times. With the death of the bunny goes the death of skiing as a high cool factor activity. As someone that use to ski 5+ times a week all season its a gloomy forecast Related: the death of the ski bum. We are going to be sad weve lost this whole milieu. Some of us already are. https://t.co/8ZsMtye0B6 Related: the death of the ski bum. We are going to be sad weve lost this whole milieu. Some of us already are. https://t.co/8ZsMtye0B6"
X Link 2025-12-28T04:36Z [----] followers, [----] engagements
"I got $sols power"
X Link 2026-01-13T14:52Z [----] followers, [----] engagements
"More $sols power today I got $sols power. https://t.co/cj9vbZna0h I got $sols power. https://t.co/cj9vbZna0h"
X Link 2026-01-14T14:39Z [----] followers, [----] engagements
"Wow scary pullback $sols and $intc almost threatened to go red for a second"
X Link 2026-01-20T19:30Z [----] followers, [----] engagements
"The best part of $gtlb is how predictable it is. Every day is a new 52w low"
X Link 2026-01-21T17:14Z [----] followers, [----] engagements
"$zm $zm $zm make my heart go boom boom boom"
X Link 2026-01-26T16:56Z [----] followers, [---] engagements
"Analyst note: we like $rddt we think its gonna have 37% yoy rev growth in '26 and continue moving up in the future The market: say no more fam imma sell it down 10% real fast"
X Link 2026-01-27T14:18Z [----] followers, [----] engagements
"$sols just keeps wanting higher. @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ"
X Link 2026-01-28T18:04Z [----] followers, [----] engagements
"Wow $chrw showing everyone whos boss. How's the tech earnings looking"
X Link 2026-01-28T21:06Z [----] followers, [----] engagements
"Ive raised the issue in the past that SW mgmt teams are ignorant why their stocks are moving the way they are and therefore are not making the correct decisions to elevate their stock price. This interaction on the $now call is a prime example"
X Link 2026-01-29T13:05Z [----] followers, 11K engagements
"When i wrote my $zm pitch I got [--] ppl who dm'd me laughing saying zoom sucked because of its low growth. Its been the best preforming saas name since then b/c they give a crap about shareholders. Others can join in but they have to start acting like adults first. $zm growing 3% has a higher sales multiple than $crm $mndy $wday $gtlb $team and most saas at this point. Yes their margins are much higher HOWEVER if $zm can have these kinds of margins while competing against a FREE product from the two largest deep pocketed competitors in $zm growing 3% has a higher sales multiple than $crm $mndy"
X Link 2026-01-29T17:17Z [----] followers, [----] engagements
"$u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless"
X Link 2026-01-30T15:55Z [----] followers, 16.2K engagements
"Ttm $u's game engine was 30% of revenue. The stock is one 21% today. It will 25% of revenue if vector hits its numbers. I dont understand what the market is doing. $u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless. $u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless"
X Link 2026-01-30T18:08Z [----] followers, 10.7K engagements
"@astridwilde1 @based16z Ya that ripped through a few chats and that was the first time I went oh okay I'm not insane for thinking that the internet is at risk here. Supposedly (and again Idk this for a fact) they've gotten a lot tougher on AI generated content for monetization as well"
X Link 2026-02-04T01:51Z [----] followers, [---] engagements
"https://open.substack.com/pub/sleepysol/p/reddit-earnings-preview-f50r=18hc5i&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/sleepysol/p/reddit-earnings-preview-f50r=18hc5i&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-04T02:26Z [----] followers, [---] engagements
"The below headline is sending $app and $u lower.according to the article its sourcing $u is a partner with cloudx. $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items demand paths) and a trusted execution environment for auctions to address buyer concerns https://t.co/ubUSzBbqfd $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items"
X Link 2026-02-04T14:07Z [----] followers, [----] engagements
"Amd might be hinting at layoffs. Memory bros are pretending the Chinese supply isnt coming. Nvidia is out there pumping software stocks to stop the bleeding. All of this points to likely pain in semis coming soon"
X Link 2026-02-04T14:24Z [----] followers, 10.4K engagements
"New ath for $dd and $q also doing well congrats to those whom bought before the split"
X Link 2026-02-04T14:43Z [----] followers, [----] engagements
"Is there something wrong with the $ea buyout Why is trading with a annualized yeild of 13%"
X Link 2026-02-04T15:14Z [----] followers, [----] engagements
"I dont make the rules but historically $dd new ath means $dow will get close within [--] months. New ath for $dd and $q also doing well congrats to those whom bought before the split New ath for $dd and $q also doing well congrats to those whom bought before the split"
X Link 2026-02-04T15:18Z [----] followers, [----] engagements
"The structural problem is we're in early cycle and the market is massively overweight late cycle crap"
X Link 2026-02-04T17:39Z [----] followers, 11.9K engagements
"Jeff bezos is trying to save Amazon shareholders from future financial terrorism created by him buying WashPo. Today he's an american hero. Bezos is leaning into the evil rich guy stereotype. But if youve created a bubble of yes people then maybe you have no clue how awful this looks to normal people. Bezos is leaning into the evil rich guy stereotype. But if youve created a bubble of yes people then maybe you have no clue how awful this looks to normal people"
X Link 2026-02-04T19:27Z [----] followers, [----] engagements
"This will destroy the qqqs. Gotta buy SpaceX at any price though if it goes through "Nasdaq is contemplating the introduction of a 'fast inclusion' rule to expedite the incorporation of newly listed large companies into its index. According to Odaily the proposed amendment would allow new listings to join the Nasdaq [---] Index after just [--] trading days "Nasdaq is contemplating the introduction of a 'fast inclusion' rule to expedite the incorporation of newly listed large companies into its index. According to Odaily the proposed amendment would allow new listings to join the Nasdaq [---] Index"
X Link 2026-02-04T22:20Z [----] followers, [----] engagements
"@DynamicMoats Idk. Literally every piece of economic data"
X Link 2026-02-05T01:36Z [----] followers, [---] engagements
"$duol seems like a solid long at these levels. Maybe a move up to [---] - 150"
X Link 2026-02-05T14:35Z [----] followers, [----] engagements
"Time to close downside protections. We're going raw"
X Link 2026-02-05T14:46Z [----] followers, [----] engagements
"Jassy has destroyed more lives than any UNH ceo ever did"
X Link 2026-02-05T14:47Z [----] followers, [----] engagements
"congrats to the google complex longs. Cramer and Cathie are jumping in the pool now. Great long signals there"
X Link 2026-02-06T22:14Z [----] followers, [----] engagements
"@jnconkle asics are a long maybe not TPU complex at these current numbers. We'll see. Not really wedded to either side"
X Link 2026-02-06T22:32Z [----] followers, [---] engagements
"Check out my latest YT video where I talk WMT what the internet might look like in a decade $rddt $goog and diversification and portfolio management (and click sub while you're there its free and helps me do better in the algo rankings) this was more interesting than I was expecting. WMT might actually be cheap @Sleepysolcap (have done zero dilly) https://t.co/v2vtviU5aQ this was more interesting than I was expecting. WMT might actually be cheap @Sleepysolcap (have done zero dilly) https://t.co/v2vtviU5aQ"
X Link 2026-02-08T01:34Z [----] followers, [----] engagements
"@shortbus_ace @jnconkle Its not really a long thesis more like a don't short thesis. Basically AMZN is currently building a WMT location b/c their last mile numbers are bad. WMT doesn't need to do that and their locations are extremely valuable"
X Link 2026-02-08T01:41Z [----] followers, [---] engagements
"80% of me hates this because its 100% ai generated and looks like crap. The other 20% hopes to see trucking stocks up another 10% on Monday. Super Bowl ads are high ROI they say. Lets see https://t.co/m1y1hON6LW Super Bowl ads are high ROI they say. Lets see https://t.co/m1y1hON6LW"
X Link 2026-02-08T19:56Z [----] followers, [----] engagements
"@treasury_bill No just the raw mental strength it takes"
X Link 2026-02-08T23:14Z [----] followers, [--] engagements
"@PurpleDrink_LLC My wife is very excited and I dont think outside of my gym ive ever heard a bad bunny song"
X Link 2026-02-08T23:20Z [----] followers, [---] engagements
"@jnconkle @dampedspring exxon is issuing more debt"
X Link 2026-02-10T00:00Z [----] followers, [---] engagements
"My buddy has a pet theory that all ai models suck as soon as they are widely used as part of their algo is learned behavior based on inputs. And he switches to whatever model just releases immidately even if its benchmarks arent perfect as its 'cleaner' from pollution"
X Link 2026-02-10T01:40Z [----] followers, [----] engagements
"@Investor_NICK_ 'Go play video games mom needs to do her shopping'"
X Link 2026-02-10T15:30Z [----] followers, [---] engagements
"Theres a real risk one we'll have clarity on tomorrow that we're about to see real deflation. Its all over conference calls. If not indirectly. If you assume bond yields collapse that is another funding mechanism gone for the market. Which hurts high multiple names. @astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this @astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this"
X Link 2026-02-12T21:53Z [----] followers, 12.7K engagements
"$kmb insider buying 1mm $rddt insider saying hold my beer and doing 7.5mm. $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership"
X Link 2026-02-13T01:41Z [----] followers, [----] engagements
"The figure skating team is sloppy the downhill ski team has been catastrophic and was sad letting Vonn compete just to get some more PR more speed skaters know of the Dutch female racer than a homegrown golden boy and curling is the only sport with real youth what is happening"
X Link 2026-02-13T22:56Z [----] followers, [---] engagements
"Chinese housewives are special. Just going right to futures accounts all gas no breaks"
X Link 2026-02-02T15:08Z [----] followers, 441.1K engagements
"In fairness theres dozens of us DOZENS Who were discussing $sols Watching $sols go up everyday knowing @Sleepysolcap the only one Ive seen talk about it https://t.co/AEq27pzM4Z Watching $sols go up everyday knowing @Sleepysolcap the only one Ive seen talk about it https://t.co/AEq27pzM4Z"
X Link 2026-02-03T23:22Z [----] followers, [----] engagements
"Remember when $trip turned down a [--] per share offer to get bought. Even after AI existed. Hall of fame fumble alongside the Kohls board"
X Link 2026-02-12T13:40Z [----] followers, [----] engagements
"$crox always has these insane moves every few months and then I check on the stock and its always trading at the same price"
X Link 2026-02-12T13:49Z [----] followers, [----] engagements
"There's no real new up and comers in snowboarding. The list goes on and on. Most of these problems stem from how much private equity and $MTN has destroyed the cost structure of winter sports btw. There's a reason curling and speed skating are the only sports there's fresh talent"
X Link 2026-02-13T22:58Z [----] followers, [---] engagements
"The only 'affordable' place to ski anymore in the USA is in the white and green mountains because most of the top level mountains are within a [--] minute drive of competitive state owned/operated mountains keeping downward pressure on prices. Outside of that bumkins"
X Link 2025-12-28T04:40Z [----] followers, [---] engagements
"Its amazing how ppl are pushing $mtn as a long and not understanding that skiing is giga effed for the next few years for like [--] different reasons. Winter 25-26 has concluded at Le Massif an Ikon Pass resort and one of the largest mountains in Quebec. Workers there went on strike January 2nd. Managers ran a limited operation the last few weeks but with no end to the strike in sight ownership decided to end the season Winter 25-26 has concluded at Le Massif an Ikon Pass resort and one of the largest mountains in Quebec. Workers there went on strike January 2nd. Managers ran a limited"
X Link 2026-01-20T01:17Z [----] followers, 16.6K engagements
"This week's stack post is now live (link in the next post) $intc $cof $KNX and $nflx earnings are discussed and talk about software names that are being dumpster dove for as well. Enjoy"
X Link 2026-01-25T14:17Z [----] followers, [----] engagements
"Just checked my private equity and VC software holdings and they're all still up on the year. Nice"
X Link 2026-02-03T15:51Z [----] followers, [----] engagements
"@based16z Thats kind of the end game I arrived at this weekend when ppl were cheering on that fake marketing ai reddit clone. Eventually ai will destroy the internet so the only real investment are companies that have limited internet exposure"
X Link 2026-02-04T01:13Z [----] followers, [----] engagements
"New by me: some thoughts on $rddt into the print after almost a 40% pullback in three weeks"
X Link 2026-02-04T02:26Z [----] followers, [----] engagements
"$Uber probably bottoms on this print"
X Link 2026-02-04T13:42Z [----] followers, [----] engagements
"$has is at a [--] year high"
X Link 2026-02-04T15:12Z [----] followers, [---] engagements
"What a fantastic day. $kvue is at [--] $odfl +9%. All of trucking doing amazing"
X Link 2026-02-04T19:52Z [----] followers, [----] engagements
"I like how $rbrk is going into the old distressed sector play book and pre releasing some earnings. Might not help but at least management is trying"
X Link 2026-02-04T23:32Z [----] followers, [----] engagements
"We have one of the healthiest broad market rallies stemming from a natural economic expansion for the first time in a decade possibly longer and seemingly half of wsb is down 50%+ ytd. Impressive"
X Link 2026-02-06T21:05Z [----] followers, 12.3K engagements
"@NecroCapital listen fellow $has bro we got this. [---] and [---] are coming this year. I have faith"
X Link 2026-02-08T01:40Z [----] followers, [--] engagements
"I dont speak Spanish but I think this song was all about going long $ceg $gev and $duk"
X Link 2026-02-09T01:32Z [----] followers, [----] engagements
"$has bro's we did it it's back to profitably and growth. Time to push for a new ath"
X Link 2026-02-10T13:09Z [----] followers, [----] engagements
"New by me lets look at a consumer staple with impressive growth $casy"
X Link 2026-02-10T13:16Z [----] followers, [---] engagements
"https://sleepysol.substack.com/p/caseys-general-store https://sleepysol.substack.com/p/caseys-general-store"
X Link 2026-02-10T13:16Z [----] followers, [---] engagements
"@JJNews002 @Investor_NICK_ The majority of stocks that are impacted by the OP are not at aths"
X Link 2026-02-10T14:20Z [----] followers, [--] engagements
"I cannot believe I wasnt bullish enough on $has going into this print. Theyre sandbagging 2026's numbers and the '27 number will be huge based on their commentary. Might hit [---] - [---] later this year"
X Link 2026-02-10T14:45Z [----] followers, [----] engagements
"@ConsensusGurus @RickPalaciosJr The issue is you're not the only one seeing this so ppl keep shorting it but everything manu related is pointing higher so ppl are longing baskets of stuff which tol is in blowing out the shorts repeat"
X Link 2026-02-10T18:00Z [----] followers, [---] engagements
"Man I don't want to long reits"
X Link 2026-02-10T20:02Z [----] followers, [----] engagements
"Max pain for hedgefunds is watching semis waterfall lower now that they're all OW and software stabilizes now that they're all short/degrossed. While the rest of the market kinda just spins its wheels for a few weeks"
X Link 2026-02-10T21:28Z [----] followers, 10.6K engagements
"@tompaja Sure but their parents are driving them. Not Lyft"
X Link 2026-02-10T21:54Z [----] followers, [---] engagements
"Ya the below is cute for a headline but how's [--] day deliqs trending Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of [----] https://t.co/ImuD6QVPNp Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of [----] https://t.co/ImuD6QVPNp"
X Link 2026-02-10T22:10Z [----] followers, [----] engagements
"$u with a thesis breaking guidance"
X Link 2026-02-11T12:33Z [----] followers, [----] engagements
"Its kind of amazing how much of unity pain goes back to allowing the VC board members save Ironsource instead of merging with applovin"
X Link 2026-02-11T13:00Z [----] followers, [----] engagements
"The reason to never long $mat is because if you go to r/hot wheels there are exactly zero posts about fun new sets coming out and infinity posts about ppl hunting for rare drops at dollar tree"
X Link 2026-02-11T14:47Z [----] followers, [----] engagements
"$sols just under the first major upside price target of [--] after declaring a dividend and sandbagging top line guidance. @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ"
X Link 2026-02-11T15:20Z [----] followers, [----] engagements
"Sadly not making up for the U losses in my account today"
X Link 2026-02-11T15:20Z [----] followers, [---] engagements
"The usa curling team is to gen-Z. These guys need to put on weight and start balding. Im not use to this youthful vigor"
X Link 2026-02-11T19:34Z [----] followers, [----] engagements
"Listen as someone who is in the vanguard of 'the internets days are numbered' [--] days is way way too agressive. If that happened Google and meta are gonna get murdered. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone calls Gmail. And we will have no way to stop it. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone"
X Link 2026-02-11T23:40Z [----] followers, [----] engagements
"@shortbus_ace @Investor_NICK_ @PegasusFund You dont kill jbht on an ai tool"
X Link 2026-02-12T16:01Z [----] followers, [--] engagements
"@Investor_NICK_ (I bought 200k notational of zero coupon 30ys today) because @PegasusFund bullied me"
X Link 2026-02-12T22:01Z [----] followers, [---] engagements
"@PegasusFund It would be pretty funny if everyone is like ai ai ai then it turns out its just deflation. With some ai wrapped over it"
X Link 2026-02-12T22:17Z [----] followers, [---] engagements
"The sell is coming for trucking"
X Link 2026-02-12T15:36Z [----] followers, [----] engagements
"Congrats to all $chrw and $lstr buyers yesterday"
X Link 2026-02-13T14:33Z [----] followers, [---] engagements
"Lets recap a crazy few earnings calls of $U $has and $sols. The good the bad and the ugly. Ugh"
X Link 2026-02-12T03:05Z [----] followers, [----] engagements
"Either meta and google are both going to leg down hard very soon or a decent amount of internet stocks are mispriced to the downside. I thought it was the latter but im increasingly thinking the former is about to happen"
X Link 2026-02-12T15:41Z [----] followers, [----] engagements
"Es breaking [----] likely means we're done into early march. Time to talk a walk"
X Link 2026-02-12T16:22Z [----] followers, [----] engagements
"Near term its probably more of a gop problem than anything else but if the market does correct this year and ai limits the number of jobs created those forecasting riots in the 2030s need to pull their models forward by a decade"
X Link 2026-02-12T18:31Z [----] followers, [----] engagements
"Just kill me"
X Link 2026-02-12T19:33Z [----] followers, [----] engagements
"Some more $sols bullishness Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers"
X Link 2026-02-12T19:52Z [----] followers, [----] engagements
"@astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this"
X Link 2026-02-12T21:45Z [----] followers, [----] engagements
"Letting vc have access to cheap credit was and will forever be a mistake"
X Link 2026-02-12T21:49Z [----] followers, [----] engagements
"While there definitely is ai headwinds for a lot of names a lot of saas names are still somewhat expensive here. We mightve just be in a deflationary re rating that has little to do with the speed of ai. Just ruminating on this topic as well as ai"
X Link 2026-02-12T21:55Z [----] followers, [----] engagements
"RT @RedditCFB: In announcing the renewal of the Boise State-Idaho rivalry Boise State AD Jeramiah Dickey gives a shoutout to Rack referr"
X Link 2026-02-12T23:28Z [----] followers, [--] engagements
"Mmmmmmhhhmmmmmm Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps. Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps"
X Link 2026-02-13T01:24Z [----] followers, [----] engagements
"The only cpi mix shift to the upside that was a surprise was electricity costs. Which is another reason AI is gonna be in the cross hairs this political season. Outside of that this print was ice cold as talked about earlier this week"
X Link 2026-02-13T14:17Z [----] followers, [----] engagements
"Yesterday with the karaoke trucking blow up it was so over. Now today after the stupidity has ended we're so back"
X Link 2026-02-13T15:13Z [----] followers, [---] engagements
"Looking at responses to the super bowl commercials Antro's lol at OAI didnt hit at all. I think that + news of the impending massive oai raise makes $orcl very interesting here at 160"
X Link 2026-02-13T18:26Z [----] followers, [----] engagements
"The USA winter Olympics team needs to hope for domination in short track speed skating otherwise this Olympics should be considered an embarrassment"
X Link 2026-02-13T22:47Z [----] followers, [----] engagements
"@joinyellowbrick i've done videos/write ups on many utilities in the past including $CEG at [--] sols at ipo/40ish vst Enbridge when they bought the ng utility assets from D and talk about Duke semi regularly"
X Link 2026-02-14T02:35Z [----] followers, [---] engagements
"@CapitalCap1tal $ZURVY Z-U-R-V-Y. I don't understand why people even buy allstate when zurich exists"
X Link 2023-04-18T17:51Z [----] followers, [--] engagements
"@astridwilde1 Hasn't chillcow been around for more than [--] years How is this brand only a month old"
X Link 2023-05-09T12:06Z [----] followers, [--] engagements
"@CapitalValor Ya you're probably right. I'm long a little bit of the Vietnam etf. Any names I should check out in the Phil's Or just etf that too"
X Link 2024-03-27T20:23Z [----] followers, [---] engagements
"when does r/superstonks pivot from $GME to $PTON asking for a friend"
X Link 2024-06-04T18:30Z [----] followers, [----] engagements
"@YammerTime01 @JCOviedo6 You were the who replied to me and also are actively throwing out accusations about mass market manipulation. That's quite literally want the people over at superstonks believe"
X Link 2024-06-07T11:13Z [----] followers, [--] engagements
"New video on the sleepytube of day [--] of all things water. In today's video we cover some of the chemical companies that touch the water space like $EMN $DOW and $DD and then spend time on the French and Japanese industrials benefit from a water rerating: $VIE.PA and $3402.T"
X Link 2024-06-25T20:04Z [----] followers, [---] engagements
"Its hard not to travel to japan and be bullish moncler. Saying that Italy continues to announce pro business policies. This is a great country if you want EU exposure. I think [--] - [--] years from now it will be obvious that Italy is the clear leader of the next EU generation"
X Link 2025-02-21T05:56Z [----] followers, [---] engagements
"@HolyFatherJPow @Investor_NICK_ flat/down yoy isn't bullish travel in any way"
X Link 2025-06-20T11:14Z [----] followers, [---] 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"
X Link 2025-07-10T21:00Z [----] followers, 47K engagements
"$wbtn earnings and guide seems fine"
X Link 2025-11-12T23:17Z [----] followers, [---] engagements
"Its on days like today you see what are high quality longs versus stuff the market needs to puke due to valuations. That's why you should full port solid names like $PTON"
X Link 2025-11-13T14:54Z [----] followers, [----] engagements
"New by me I look at $FIVN on the stack. Imagine if they decided to merge with $ZM"
X Link 2025-12-08T12:04Z [----] followers, [----] engagements
"New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X"
X Link 2024-11-08T02:30Z [----] followers, 139.8K engagements
"New by me on the sleepystack [--] month later an update on Trump [---] year one. With discussion on inflation deflation and the TCJA [---]. Check it out. New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X. https://t.co/PJZ6MRxvnE New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X. https://t.co/PJZ6MRxvnE"
X Link 2025-05-15T02:26Z [----] followers, 59K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing