# ![@TaylorStCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1973834348626653187.png) @TaylorStCap Taylor St Cap

Taylor St Cap posts on X about $blnd, market, $root, $spcb the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1973834348626653187/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:interactions.svg)

- [--] Week [-----] -0.54%
- [--] Month [------] -14%

### Mentions: [--] [#](/creator/twitter::1973834348626653187/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:posts_active.svg)

- [--] Week [--] -39%
- [--] Month [--] +31%

### Followers: [---] [#](/creator/twitter::1973834348626653187/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:followers.svg)

- [--] Week [---] +6.70%
- [--] Month [---] +50%

### CreatorRank: [---------] [#](/creator/twitter::1973834348626653187/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [vc firms](/list/vc-firms)  [countries](/list/countries) 

**Social topic influence**
[$blnd](/topic/$blnd) #4, [market](/topic/market), [$root](/topic/$root), [$spcb](/topic/$spcb), [ai](/topic/ai), [$geni](/topic/$geni) #1, [$copr](/topic/$copr), [$pays](/topic/$pays), [$ww](/topic/$ww), [$fivn](/topic/$fivn)

**Top accounts mentioned or mentioned by**
[@magiccompounds](/creator/undefined) [@j16425646](/creator/undefined) [@idahocoppercorp](/creator/undefined) [@brndmg](/creator/undefined) [@variantviewx](/creator/undefined) [@smallcapking2](/creator/undefined) [@cornelialake](/creator/undefined) [@lexl538](/creator/undefined) [@saylor](/creator/undefined) [@goblincharts](/creator/undefined) [@capstackcapital](/creator/undefined) [@hntrbrkmedia](/creator/undefined) [@kprasmd](/creator/undefined) [@goldilock1969](/creator/undefined) [@michaelwigginso](/creator/undefined) [@fischerjiriml](/creator/undefined) [@stockjabber](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@hiteshkar](/creator/undefined) [@vmaxpax](/creator/undefined)

**Top assets mentioned**
[Blend Labs, Inc. (BLND)](/topic/$blnd) [The Root Network (ROOT)](/topic/$root) [Genius Sports Limited (GENI)](/topic/$geni) [WW International, Inc. Common Stock (WW)](/topic/$ww) [FIVE9, INC. (FIVN)](/topic/$fivn) [Klarna Group plc (KLAR)](/topic/$klar) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Sportradar Group AG (SRAD)](/topic/$srad) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Sable Offshore Corp. (SOC)](/topic/$soc) [FUNtoken (FUN)](/topic/$fun) [Seabridge Gold, Inc. (SA)](/topic/$sa) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Teradyne, Inc. (TER)](/topic/$ter) [Carvana Co. (CVNA)](/topic/$cvna) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Novo-Nordisk (NVO)](/topic/$nvo) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Microsoft Corp. (MSFT)](/topic/$msft) [Snap, Inc. (SNAP)](/topic/$snap) [SPDR GOLD ETF (GLD)](/topic/$gld)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@idahocoppercorp When should we expect the S-1 to go effective and $COPR to officially uplist to the NYSE American Any approximate date"  
[X Link](https://x.com/TaylorStCap/status/1977700573634838686)  2025-10-13T11:38Z [--] followers, [--] engagements


"Id strongly encourage everyone to keep $COPR top of mind. Massive copper and molybdenum deposit in Idaho. Uplisting from pink sheets to NYSE American imminently to increase liquidity. This feels like one in this market that no one has heard of but that could 10x rather quickly"  
[X Link](https://x.com/TaylorStCap/status/1977873341655499048)  2025-10-13T23:05Z [--] followers, [---] engagements


"FinTwit has democratized alpha. Bought $PZZA November [--] $55 calls this morning at 10am with common at $47 for $1.90. Based on AH trading ($55) these should open up tmw at about $5 good for 160% or $6k in a day (if I sell). Good for a nice bottle of wine. FinTwit = alpha. Apollo bidding $64/share for $PZZA - Street Insider Apollo bidding $64/share for $PZZA - Street Insider"  
[X Link](https://x.com/TaylorStCap/status/1978236057536663743)  2025-10-14T23:06Z [--] followers, [---] engagements


"New positions initiated in $BWEN and $HLX. Happy to chat about either with anyone interested. Hi everyone I tweeted often and made great relationships on my previous account which was unfortunately doxxed by prior colleagues. It wasnt anything bad but I tweeted personal stuff around net worth and performance that I didnt want colleagues to be aware of so I deleted Hi everyone I tweeted often and made great relationships on my previous account which was unfortunately doxxed by prior colleagues. It wasnt anything bad but I tweeted personal stuff around net worth and performance that I didnt"  
[X Link](https://x.com/TaylorStCap/status/1978773874662613417)  2025-10-16T10:43Z [--] followers, [---] engagements


"@idahocoppercorp What is your expectation for the date of the uplisting $COPR"  
[X Link](https://x.com/TaylorStCap/status/1978830714188468295)  2025-10-16T14:29Z [--] followers, [--] engagements


"@idahocoppercorp Is this even a real company Im the only person on Twitter talking about $COPR yet you dont engage or reply when I ask about when you expect the S-1 to go effective and to formally uplist. This should be a momentous occasion for $COPR and youre doing it all wrong. Engage"  
[X Link](https://x.com/TaylorStCap/status/1979144950664048890)  2025-10-17T11:18Z [--] followers, [--] engagements


"Beat and raise. Lights out from $HLX. Should lead to a nice market reaction tomorrow. $377m 3Q24 revenue vs. SS at $359m. Guiding $240-270m [--] EBITDA vs SS at $231m. $100-140m FCF vs. SS at $103m. Well Intervention soft but nice beats on top-line Robotics and SW Abandonment. $HLX Helix Reports Third Quarter [----] Results https://t.co/5rv4uedNjS $HLX Helix Reports Third Quarter [----] Results https://t.co/5rv4uedNjS"  
[X Link](https://x.com/TaylorStCap/status/1981124538676171097)  2025-10-22T22:24Z [--] followers, [---] engagements


"For anyone selling $DASH Culper went short $IREN in July of [----] prior to it checks notes 5xing since the fictitious report. Culper might be the ultimate contra-indicator. As someone whose never owned $DASH Im a buyer on this report NEW: We are short DoorDash $DASH the largest food delivery group in the U.S. We believe DoorDash has engaged in a covert multi-year scheme to "backdoor" unauthorized workers both at unprecedented scale and unique to $DASH. Full report and disclaimers at https://t.co/4MDshx5BeT NEW: We are short DoorDash $DASH the largest food delivery group in the U.S. We believe"  
[X Link](https://x.com/TaylorStCap/status/1981374840087925199)  2025-10-23T14:59Z [--] followers, [---] engagements


"@CapstackCapital @hiteshkar Definitely $BWEN lol"  
[X Link](https://x.com/TaylorStCap/status/1981501903084101898)  2025-10-23T23:24Z [--] followers, [---] engagements


"@CapstackCapital @hiteshkar No I mean Im 100% sure hes referring to $BWEN lol"  
[X Link](https://x.com/TaylorStCap/status/1981503726675247579)  2025-10-23T23:31Z [--] followers, [---] engagements


"Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857"  
[X Link](https://x.com/anyuser/status/1983246665269039470)  2025-10-28T18:57Z [---] followers, [----] engagements


"Not sure why $BLND isnt running much much harder on this. This thing will win if youre able to think about anything more than weeks and months. Very high confidence in this one at this price Star hedge fund managers pitched their best ideas at the Sohn San Francisco investment conference on Tuesday including an under-the-radar stock in connected TV and a digital mortgage company that nay be poised for a rebound - $MGNI and $BLND Note: The Sohn Conference is a Star hedge fund managers pitched their best ideas at the Sohn San Francisco investment conference on Tuesday including an"  
[X Link](https://x.com/TaylorStCap/status/1983304315696816572)  2025-10-28T22:46Z [--] followers, [---] engagements


"Im not plugged in. Whats the $FMC bull case Iconic company down 80%+ Arent there still farmers out there"  
[X Link](https://x.com/TaylorStCap/status/1983873421298614510)  2025-10-30T12:27Z [--] followers, [----] engagements


"@Vmaxpax Acting like Citadel a $65bn firm owning $6m of $CCCX (0.01% of assets) is important in any capacity is pathetic stuff from @pennycheck #pump"  
[X Link](https://x.com/TaylorStCap/status/1984076141330878768)  2025-10-31T01:53Z [--] followers, [---] engagements


"@timber001 @Vmaxpax @pennycheck You know this isnt Ken Griffin buying the stock right Like do you know how Citadel operates"  
[X Link](https://x.com/TaylorStCap/status/1984212047916310564)  2025-10-31T10:53Z [--] followers, [--] engagements


"Look at my comments re: Citadel yesterday. At best these people are morons. And at worst theyre pumpers. KEN GRIFFIN PERSONALLY BOUGHT $CCCX ALERT its funny to watch some be so naive to how Wall Street works"  
[X Link](https://x.com/TaylorStCap/status/1984323524421636549)  2025-10-31T18:16Z [--] followers, [---] engagements


"@hntrbrkmedia Isnt it illegal to disclose this after the fact . No position in $SOC but someone will certainly have to look into this"  
[X Link](https://x.com/TaylorStCap/status/1985389682893734161)  2025-11-03T16:52Z [--] followers, [---] engagements


"@tenbaggermicros Selling $BWEN here is a mistake"  
[X Link](https://x.com/TaylorStCap/status/1985684863584748022)  2025-11-04T12:25Z [--] followers, [---] engagements


"Anyone have thoughts on $CRSR here Screens as a great opportunity from a valuation and secular tailwind perspective. Trading at 10x [--] operating profit with growth re-acceleration and tailwinds into [--] what gives PE owner with 50% O/S doesnt help I suppose"  
[X Link](https://x.com/TaylorStCap/status/1986070615317414293)  2025-11-05T13:58Z [--] followers, [---] engagements


"@sayfinvestment Thanks. Researched the stock all day and started an entry position for [-----] shares at $6.20 $CRSR"  
[X Link](https://x.com/TaylorStCap/status/1986186893977891239)  2025-11-05T21:40Z [--] followers, [--] engagements


"As a large holder of $BLND it is a total joke of an equity and gets beat up on green days and on red days. Cant win with this dog"  
[X Link](https://x.com/TaylorStCap/status/1986455147325648934)  2025-11-06T15:26Z [--] followers, [---] engagements


"This guy went from long $CRSR this morning to dumping his entire position this afternoon to now telling his followers that $CRSR will puke FY26 because of something those in the industry have known for months. Dont be this guy. Invest with conviction when others are feeble. $TTWO just announced another delay in GTA6 until Nov '26. That should be the console release with the pc release in [----]. Further bad news for $CRSR who I now expect will puke FY26 w/ no driver of pc's and peripherals while FY27 could be a CYCLICAL super pop w/ GTA6 & new GPUs. $TTWO just announced another delay in GTA6"  
[X Link](https://x.com/TaylorStCap/status/1986572385332736108)  2025-11-06T23:12Z [--] followers, [---] engagements


"This is essentially Exhibit A of why retail tends to underperform in the long-run. They invest for yesterday when they should be investing for [--] months from now. $CRSR"  
[X Link](https://x.com/TaylorStCap/status/1986572637435281430)  2025-11-06T23:13Z [--] followers, [---] engagements


"@KprasMD They guided just below the Street on revenue and above on profitability. No one gives a shit about 4Q. What matters is how they preform when the mortgage cycle turns. Wouldnt be surprised to see this green tomorrow $BLND"  
[X Link](https://x.com/TaylorStCap/status/1986573311069839634)  2025-11-06T23:16Z [--] followers, [---] engagements


"As much as I shit on $BLND and while the market will almost certainly disagree with me I was extremely satisfied with their earnings print. Consumer Banking continues to expand as the Mortgage Suite treads water. Gross margins keep inching higher. Meanwhile the house is"  
[X Link](https://x.com/TaylorStCap/status/1986630687735353662)  2025-11-07T03:04Z [--] followers, [---] engagements


"finally back in order with costs and expenses steady and an impressive $2.5-3.5m operating income guide for Q4. Just think if this company can eke out $0.02 fully diluted EPS when mortgages are in a historic trough just think what $BLND can do when theres a rebound. The"  
[X Link](https://x.com/TaylorStCap/status/1986630689513472449)  2025-11-07T03:04Z [--] followers, [---] engagements


"operating leverage this company has built is impressive. So long as the Consumer Banking growth deceleration isnt significant Im very pleased with a profitable quarter during a historically bad period for mortgages. This will be a long-term hold and the pods may puke on this"  
[X Link](https://x.com/TaylorStCap/status/1986630691375689802)  2025-11-07T03:04Z [--] followers, [---] engagements


"tomorrow but this was a decent print for $BLND and Im excited to see what this company can do when the cycle turns"  
[X Link](https://x.com/TaylorStCap/status/1986630693502525852)  2025-11-07T03:04Z [--] followers, [---] engagements


"Did @KyleAdamsStocks scrub all of his $PSIX tweets 🤣"  
[X Link](https://x.com/TaylorStCap/status/1986834345479340358)  2025-11-07T16:33Z [--] followers, [---] engagements


"Wait till Cit finds out about $BWEN make more electrons is just VC-speak for more natural gas at least in the short term (next decade probably) - a decent timeframe to make some money supplying it https://t.co/DPMxQCkikE make more electrons is just VC-speak for more natural gas at least in the short term (next decade probably) - a decent timeframe to make some money supplying it https://t.co/DPMxQCkikE"  
[X Link](https://x.com/TaylorStCap/status/1986866970549952573)  2025-11-07T18:42Z [--] followers, [---] engagements


"@SmallCapKing2 Taylor St wins round [--] my friend :) $CRSR"  
[X Link](https://x.com/TaylorStCap/status/1986886681803243641)  2025-11-07T20:01Z [--] followers, [--] engagements


"Performance Update after a choppy few weeks. After reaching +270% YTD I gave some back over the past [--] weeks namely on $BLND (-17% since entry) $BWEN (-5% since entry) and a loss on $PZZA calls after the botched Apollo buyout taking me to +236% YTD effectively a 12% DD"  
[X Link](https://x.com/TaylorStCap/status/1986906384634368474)  2025-11-07T21:19Z [--] followers, [---] engagements


"This takes my performance since January [----] down to +403%. While Im pleased with performance especially as Ive done so avoiding memes pumps tech and the Mag7 Im disappointed in the last [--] weeks as my names have been more correlated than I would have expected. I leaned in"  
[X Link](https://x.com/TaylorStCap/status/1986906388308894089)  2025-11-07T21:19Z [--] followers, [--] engagements


"on $CRSR at $6.20 which has helped and am nearing my stop loss on $BLND. Its time for a small re-set as I look to resume an upward trajectory to +300% YTD and I was excited to have time today to start doing some initial desktop work on $PAYS which I found by screening for"  
[X Link](https://x.com/TaylorStCap/status/1986906391081033777)  2025-11-07T21:19Z [--] followers, [---] engagements


"@SmallCapKing2 What work have you done on $PAYS I assume its a play on the Pharma biz continuing to accelerate"  
[X Link](https://x.com/TaylorStCap/status/1986926946370945076)  2025-11-07T22:41Z [--] followers, [---] engagements


"$BLND a direct beneficiary Im sure itll find a way to trade down on this because the stocks heavy but this is more incredible news for the co Theres only one way to play this. Long $BLND. https://t.co/eUatlCqus2 Theres only one way to play this. Long $BLND. https://t.co/eUatlCqus2"  
[X Link](https://x.com/TaylorStCap/status/1987375793333235816)  2025-11-09T04:24Z [--] followers, [---] engagements


"Good thoughts by what looks to be the only other person actively following $CRSR on FinTwit Complete thoughts on $CRSR's Q3 results: https://t.co/Du7H17TndC Complete thoughts on $CRSR's Q3 results: https://t.co/Du7H17TndC"  
[X Link](https://x.com/TaylorStCap/status/1987671375151288568)  2025-11-09T23:59Z [--] followers, [---] engagements


"Am I missing something or is the intoxicating hemp ban one of the biggest positives that could have possibly happened to $MSOS and companies like $GLASF They have their lower cost competitors eliminated overnight and have $0 hemp-derived sales exposure How does this trade tmw"  
[X Link](https://x.com/TaylorStCap/status/1987685307601297592)  2025-11-10T00:54Z [--] followers, [----] engagements


"Whale of a buy by $CRSR BoD member Sam Szteinbaum 🚀 Open-market buy: $CRSR $658770 by Director (10b5-1: No). Filing https://t.co/Xeoc5bjqis Open-market buy: $CRSR $658770 by Director (10b5-1: No). Filing https://t.co/Xeoc5bjqis"  
[X Link](https://x.com/TaylorStCap/status/1988078269988786331)  2025-11-11T02:56Z [--] followers, [---] engagements


"Should we just squeeze Hunterbrook for being a hardo and tweeting [--] times about a blatantly fake $PZZA article written by a news outlet no ones ever heard of Great reporting bud; lets squeeze $PZZA tomorrow for the fun of it buyout imminent UPDATE: Backyard Garden Lover whose article on the $PZZA acquisition was syndicated 100+ times has issued a correction and changed the authors name. https://t.co/bchLotXRB7 UPDATE: Backyard Garden Lover whose article on the $PZZA acquisition was syndicated 100+ times has issued a correction and changed the authors name. https://t.co/bchLotXRB7"  
[X Link](https://x.com/TaylorStCap/status/1988089337045745704)  2025-11-11T03:40Z [--] followers, [---] engagements


"This is quite literally insider trading by @hntrbrkmedia to take a short position after discussing with a person close to Papa Johns lmao. Whats worse A fake story written by a bot or literally trading on insider information $PZZA Sometimes the smartest people can be so dumb UPDATE: Person close to Papa Johns tells Hunterbrook Media the acquisition rumors are not credible. "We knew it wasn't credible and reporters have been writing this nonetheless." UPDATE: Person close to Papa Johns tells Hunterbrook Media the acquisition rumors are not credible. "We knew it wasn't credible and reporters"  
[X Link](https://x.com/TaylorStCap/status/1988097749766860856)  2025-11-11T04:13Z [--] followers, [---] engagements


"$COPR @idahocoppercorp ICYMI: Governor Brad Littles address at the recent Idaho mining conference made one thing clear: securing domestic access to critical minerals is not optional its strategic for our economy and security. Electra's Iron Creek Cobalt project responds directly to that call. ICYMI: Governor Brad Littles address at the recent Idaho mining conference made one thing clear: securing domestic access to critical minerals is not optional its strategic for our economy and security. Electra's Iron Creek Cobalt project responds directly to that call"  
[X Link](https://x.com/TaylorStCap/status/1988345127278960790)  2025-11-11T20:36Z [--] followers, [---] engagements


"@idahocoppercorp Guys when up-listing $COPR"  
[X Link](https://x.com/TaylorStCap/status/1988620986900488199)  2025-11-12T14:52Z [--] followers, [--] engagements


"@24Fox614 Between $ARQ $BZFD $ECDA $PLAY and many others youre really on a roll"  
[X Link](https://x.com/TaylorStCap/status/1988628836360040795)  2025-11-12T15:23Z [--] followers, [---] engagements


"New quasi-thesis. There will eventually be a time to lean heavily into the lower-end consumer discretionary stocks (like $CMG $WEN $FUN etc.) though not yet. Thinking through idea gen for companies whose target market might be perceived to be lower-end though is actually"  
[X Link](https://x.com/TaylorStCap/status/1988956758644289641)  2025-11-13T13:06Z [--] followers, [---] engagements


"less like $100k income and more like $150 - 300k+. People who are invested in stocks employed and have net worths at all time highs. My first thoughts are airlines and middle-end hotels like $MAR and $HLT but these have a ton of business traveler cyclicality. Perhaps its"  
[X Link](https://x.com/TaylorStCap/status/1988956764059083206)  2025-11-13T13:07Z [--] followers, [--] engagements


"$LULU and $NKE but they have idiosyncratic risks and an influx of more nimble competitors. I continue to like $SG at this level given the percentage of sales from price inelastic middle-to-high end professionals willing to pay $20 for a salad. What are some other interesting"  
[X Link](https://x.com/TaylorStCap/status/1988956769461367071)  2025-11-13T13:07Z [--] followers, [---] engagements


"Told you :) $BWEN. Good print @tenbaggermicros Selling $BWEN here is a mistake @tenbaggermicros Selling $BWEN here is a mistake"  
[X Link](https://x.com/TaylorStCap/status/1988979674391937239)  2025-11-13T14:38Z [--] followers, [---] engagements


"Can someone please talk me out of making $FUN a 25% position at $16.00 Debt trading at par. Exceptional FCF. Whos who of activists providing guidance to the co. Worst is baked in. Travis Kelce . Buy"  
[X Link](https://x.com/TaylorStCap/status/1988996100850614680)  2025-11-13T15:43Z [--] followers, [---] engagements


"Ive had my issues with @hntrbrkmedia in the past but this is a legendary mic drop. $SOC has been body-bagged. Its over Selling the jet may not be a terrible option to secure an extra few weeks of burn. There are plenty of commercial flights between Houston and Baton Rouge on Saturdays. https://t.co/IY4Dl3NgQb Selling the jet may not be a terrible option to secure an extra few weeks of burn. There are plenty of commercial flights between Houston and Baton Rouge on Saturdays. https://t.co/IY4Dl3NgQb"  
[X Link](https://x.com/TaylorStCap/status/1989405768735674829)  2025-11-14T18:51Z [--] followers, [----] engagements


"@SmallCapKing2 Its because Pharma is the growth engine and its now stalled out since Q1. With Plasma low growth biz the only reason $PAYS trades at 3x sales is because of Pharma potential. This thing can drift back down to $3 if Pharma stalls. But agree that upside is 3x+ if it reaccelerates"  
[X Link](https://x.com/TaylorStCap/status/1989439136898638003)  2025-11-14T21:03Z [--] followers, [--] engagements


"That feeling when your $15k $COPR position changes to $10k because someone took the price down from $0.45 to $0.30 on $3000 traded. This is the only illiquid / penny stock I own and its an interesting one. [--] for [--] reverse split + NYSE up-listing incoming. But SO illiquid"  
[X Link](https://x.com/TaylorStCap/status/1989448927385698349)  2025-11-14T21:42Z [--] followers, [--] engagements


"$SOC not opining on insider trading allegations in its short report response is sort of hilarious"  
[X Link](https://x.com/TaylorStCap/status/1989454003847987541)  2025-11-14T22:02Z [--] followers, [---] engagements


"@SmallCapKing2 If Pharma re-accelerates this can trade at 5-6x sales I think. Healthy re-rate $PAYS"  
[X Link](https://x.com/TaylorStCap/status/1989745671386407008)  2025-11-15T17:21Z [--] followers, [--] engagements


"Current list of musings. [--] positions in any of the below: A&D: $KRMN AI build-out: $FRMI Healthcare: $WW Quantum Sensing: $FEIM Software: $PAYS Recent emerging HF conference I attended: $KFS $SRI Smartest follower on FinTwit @variantview_X : $ACDC"  
[X Link](https://x.com/TaylorStCap/status/1990807132154081746)  2025-11-18T15:39Z [--] followers, [---] engagements


"Stopped out of $CRSR at $5.58 :/ And thats a wrap in [----] for me. Gave myself allowance for a 10% peak-to-trough drawdown which has been hit. Finishing the year in 97% cash (3% in my illiquid $COPR stock) at +222% YTD. Number of stocks on my radar for [----] but done for 2025"  
[X Link](https://x.com/TaylorStCap/status/1991174588873523598)  2025-11-19T15:59Z [--] followers, [---] engagements


"2 new positions because I am a FOMO trader. I know I shouldnt have bought this AM. Markets are tempting. $MTRX $11.50 and $PAYS $5.50 Lets chat on either I know some will call me dumb / dunk on me. But the reality is assuming 10% long-term $SPY annualized performance I achieved [--] years of returns this year. And when considering +381% since Jan [----] captured [--] years of gains in the last [--] years. Thats enough for me. Risk off I know some will call me dumb / dunk on me. But the reality is assuming 10% long-term $SPY annualized performance I achieved [--] years of returns this year. And when"  
[X Link](https://x.com/TaylorStCap/status/1991542598415384720)  2025-11-20T16:22Z [--] followers, [---] engagements


"What a brutal costly and retarded mistake [--] new positions because I am a FOMO trader. I know I shouldnt have bought this AM. Markets are tempting. $MTRX $11.50 and $PAYS $5.50 Lets chat on either [--] new positions because I am a FOMO trader. I know I shouldnt have bought this AM. Markets are tempting. $MTRX $11.50 and $PAYS $5.50 Lets chat on either"  
[X Link](https://x.com/TaylorStCap/status/1991580271091806490)  2025-11-20T18:51Z [--] followers, [---] engagements


"@CapstackCapital Its attractive. And despite my hilarious timing its notable that it ended green today. Trades at 3x FY27E EBITDA and has a fortress balance sheet. Exciting tailwinds as well from back-up power and nat gas for data centers. Not worried about $MTRX"  
[X Link](https://x.com/TaylorStCap/status/1991633640824954946)  2025-11-20T22:23Z [--] followers, [--] engagements


"@CorneliaLake @LexL538 @saylor Judd I feel like $WW is right up your alley. No position but think its one you might like"  
[X Link](https://x.com/TaylorStCap/status/1991929278993506403)  2025-11-21T17:58Z [--] followers, [---] engagements


"@CorneliaLake @LexL538 @saylor Post-reorg equity having eliminated $1.1bn of debt taking net leverage from 9.5x to 3x. Also robust balance sheet with $180m cash. Stock currently $200m mkt cap on $500m EV. 26E EBITDA at $120m and while legacy behavioral subs are declining quickly YoY higher margin clinical"  
[X Link](https://x.com/TaylorStCap/status/1991932846332940684)  2025-11-21T18:12Z [--] followers, [---] engagements


"@CorneliaLake @LexL538 @saylor subs is beginning to inflect with greenshoots from GLP1s and an advantaged position with $NVO via the oral pills coming next year. Distressed credit guys (Aristeia Carronade Arini) dumping shares and price in collapse post better than expected earnings print. Reminds me of"  
[X Link](https://x.com/TaylorStCap/status/1991933385594593703)  2025-11-21T18:15Z [--] followers, [---] engagements


"@CorneliaLake @LexL538 @saylor $NBIS situation last year with fidelity blasting out post re-list. Much better balance sheet GLP1 inflection and shareholder rotation occurring simultaneously. Worth a flyer down at 4x EBITDA"  
[X Link](https://x.com/TaylorStCap/status/1991933786154836458)  2025-11-21T18:16Z [--] followers, [---] engagements


"@goblincharts @CorneliaLake @LexL538 @saylor @paulcerro Yes agree. Paul has been great on this one $WW"  
[X Link](https://x.com/TaylorStCap/status/1991934073795911892)  2025-11-21T18:17Z [--] followers, [---] engagements


"@SmallCapKing2 Also buying $PAYS this morning"  
[X Link](https://x.com/TaylorStCap/status/1992970224774042003)  2025-11-24T14:55Z [--] followers, [--] engagements


"myself on thinking differently and leaning into hated areas of the market. In a way all investing really is is leaning into risk that the market views as existential that turns out being anything less than existential. If you can invest into hated stocks where the bear case"  
[X Link](https://x.com/TaylorStCap/status/1993011909759729977)  2025-11-24T17:40Z [--] followers, [--] engagements


"doesnt play out the bull case isnt required to generate exceptional returns. Along these lines Ive made the following changes to the book: 25% $FIVN (market thinks AI sends this company to 0; I disagree); 25% $PAYS (market thinks Pharma decel continues; I disagree);"  
[X Link](https://x.com/TaylorStCap/status/1993011913949954466)  2025-11-24T17:40Z [--] followers, [---] engagements


"25% $MTRX (market thinks backlog never fully converts to sales inflation; I disagree); and on the even riskier / more out of favor side: 12% $FUN 12% $WW and 1% $COPR. I would love to chat with anyone on the above tickers but this portfolio represents what I view as [--] totally"  
[X Link](https://x.com/TaylorStCap/status/1993011918437859623)  2025-11-24T17:40Z [--] followers, [---] engagements


"uncorrelated stocks that are deeply out of favor with the market that should re-rate on any incrementally positive news. I see $FIVN re-rating when they guide [----] revenue above street expectations. $PAYS re-rates when Pharma re-accelerates. $MTRX when data center nat gas infra"  
[X Link](https://x.com/TaylorStCap/status/1993011921369665855)  2025-11-24T17:40Z [--] followers, [---] engagements


"spend begins being appreciated by the market. $FUN as the quick money activists depart and the new CEOs vision is communicated. $WW when the market realizes that clinical subscribers have troughed and the post reorg distressed debt investors have fully sold out of their"  
[X Link](https://x.com/TaylorStCap/status/1993011924314079447)  2025-11-24T17:40Z [--] followers, [---] engagements


"This basket has ripped for me in a big way. $FIVN +3% since entry. $FUN +8%. $WW +19%. Also nice recoveries from previously poorly timed $MTRX (-6% to +2%) and $PAYS (-12% to -5%). Nice recovery. And my bonus hit today with part [--] in late January. Let the good times roll. After going all cash last week to lock in my YTD gains Ive had a bit of revelation over the past few days. It makes sense for anyone that gets paid on performance to de-risk following a banner year. But it makes much less sense for an individual not getting paid on performance After going all cash last week to lock in my YTD"  
[X Link](https://x.com/TaylorStCap/status/1994535161506271417)  2025-11-28T22:33Z [--] followers, [---] engagements


"Market hates the updated GLP-1 pricing for $WW"  
[X Link](https://x.com/TaylorStCap/status/1995548882978115702)  2025-12-01T17:41Z [--] followers, [---] engagements


"Massive for $WW $ww hello https://t.co/gKbMDnhJZt $ww hello https://t.co/gKbMDnhJZt"  
[X Link](https://x.com/TaylorStCap/status/1998903314218627196)  2025-12-10T23:51Z [--] followers, [---] engagements


"$COPR +170% since this post. On almost zero trading volume (lol) but a nice little move if they actually uplist soon @idahocoppercorp Id strongly encourage everyone to keep $COPR top of mind. Massive copper and molybdenum deposit in Idaho. Uplisting from pink sheets to NYSE American imminently to increase liquidity. This feels like one in this market that no one has heard of but that could 10x rather quickly Id strongly encourage everyone to keep $COPR top of mind. Massive copper and molybdenum deposit in Idaho. Uplisting from pink sheets to NYSE American imminently to increase liquidity."  
[X Link](https://x.com/TaylorStCap/status/1999162194907349365)  2025-12-11T16:59Z [--] followers, [--] engagements


"@RedevelopCF @GoldSeabridge Part of me - who cares were at $31 Other part of me - fully expects to wake up one day and see stock down 40% $SA"  
[X Link](https://x.com/TaylorStCap/status/1999499430215500197)  2025-12-12T15:19Z [--] followers, [--] engagements


"@GoldSeabridge Is Rudi a fraud if no deal which was promised on 5+ occasions is not announced Or just a liar $SA"  
[X Link](https://x.com/TaylorStCap/status/2002396657992806531)  2025-12-20T15:12Z [--] followers, [--] engagements


"Waiting by for updated PEA at year-end. Any announcement of federal support and this thing moons. $COPR has already initiated the 20:1 reverse split. Next up is uplisting then updated PEA. Catalysts are very easily identifiable. @idahocoppercorp $COPR Idaho Copper advances CuMo with updated PEA due year-end targeting stronger economics Fed support https://t.co/Xo7ho8P8XG @idahocoppercorp #COPR $COPR Idaho Copper advances CuMo with updated PEA due year-end targeting stronger economics Fed support https://t.co/Xo7ho8P8XG @idahocoppercorp #COPR"  
[X Link](https://x.com/TaylorStCap/status/2002753541178286204)  2025-12-21T14:50Z [--] followers, [---] engagements


"Tell me youre an idiot without telling me youre an idiot. Smart LPs would take Citadels 9% on [--] beta and low vol over a volatile S&P that was down 25% this year every single time. Bigger isnt always better Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard index fund charging 0.04% would have nearly doubled Citadels performance. But heres what makes this story interesting: Citadel doesnt charge [--] and [--] Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard"  
[X Link](https://x.com/TaylorStCap/status/2002765181177499797)  2025-12-21T15:36Z [--] followers, [--] engagements


"@researchne89461 Pictet isnt an activist . $FIVN"  
[X Link](https://x.com/TaylorStCap/status/2002918632557596701)  2025-12-22T01:46Z [--] followers, [--] engagements


"@researchne89461 Ahh youre so right. Apologies for missing that. And nice to see another member of the $FIVN army"  
[X Link](https://x.com/TaylorStCap/status/2003125784719057175)  2025-12-22T15:29Z [--] followers, [--] engagements


"This is monumental for $WW"  
[X Link](https://x.com/TaylorStCap/status/2003282428446888262)  2025-12-23T01:52Z [--] followers, [---] engagements


"@harisvromas Because $LFMD and $HIMS pissed off $NVO and $LLY with their compounded (knock-off) Chinese versions of the GLP-1s that big pharma spent billions creating. Meanwhile $WW has promised to only offer the real thing. $WW in $NVO s good graces $LFMD / $HIMS polar opposite"  
[X Link](https://x.com/TaylorStCap/status/2003485338677968946)  2025-12-23T15:18Z [--] followers, [---] engagements


"Starting to get insane. This will be studied in a few years from now. Buying SaaS / FinTech compounders for 5x outer year earnings because pod monkeys think that shiny object do everything. I know I will multi-bag my money on $FIVN slam dunk . bookmark it classic day for mkts to be flat and saas [---] to -3% for no reason at all classic day for mkts to be flat and saas [---] to -3% for no reason at all"  
[X Link](https://x.com/TaylorStCap/status/2003502183548084438)  2025-12-23T16:25Z [--] followers, [---] engagements


"Who were the biggest $SOC bears Please tag them. They were obnoxious when they thought they were right. Are they humble in defeat as it appears quite clearly that oil will flow The Trump put was always on the table. Being short this thing was a test of lunacy"  
[X Link](https://x.com/TaylorStCap/status/2003504750084657368)  2025-12-23T16:35Z [--] followers, [----] engagements


"This dude rode it long from $40 to $5 then flipped short as it doubled in his face 😭 $SOC $SOC https://t.co/NIhmsnfPDQ $SOC https://t.co/NIhmsnfPDQ"  
[X Link](https://x.com/TaylorStCap/status/2003556717901361355)  2025-12-23T20:02Z [--] followers, [----] engagements


"@goblincharts Ya give it a look and let me know what you think. The thing is trading at 1x [----] revs and 1.5x gross profit. Its priced for negative growth and [--] terminal value. Lay-up IMO $FIVN"  
[X Link](https://x.com/TaylorStCap/status/2003609353832595955)  2025-12-23T23:31Z [--] followers, [---] engagements


"@FastTradeKing Good job Quant Nerd. Hoping for continued success"  
[X Link](https://x.com/TaylorStCap/status/2003629957654974713)  2025-12-24T00:53Z [--] followers, [--] engagements


"This is sort of a bizarre flex lol I was doing a bad job picking stocks so I aped everything into a single stock because I gave up on using skill and got very lucky . Interesting"  
[X Link](https://x.com/TaylorStCap/status/2003901282919370763)  2025-12-24T18:51Z [--] followers, [----] engagements


"@derpdderp @nicksortor @PinoAmericano @karolineleavitt You also believe President Trump may be the Father"  
[X Link](https://x.com/TaylorStCap/status/2005446699880460390)  2025-12-29T01:12Z [--] followers, [--] engagements


"$WW will bag from here Yes $WW $NVO https://t.co/7grBVxYjb8 Yes $WW $NVO https://t.co/7grBVxYjb8"  
[X Link](https://x.com/TaylorStCap/status/2006416452262519174)  2025-12-31T17:25Z [---] followers, [---] engagements


"@SFarringtonBKC @j16425646 Thanks. Im beginning to look into this broader theme for [----]. The $GEO + $CCW + $SPCB basket feels extremely attractive at these levels and trends within the Administration. Let me know if you took a second look"  
[X Link](https://x.com/TaylorStCap/status/2007675283273371972)  2026-01-04T04:47Z [--] followers, [---] engagements


"@j16425646 Thanks for your work on $SPCB JC. I reached out to the NC Sherrifs Procurement Office and was able to verify their contract with NC awarded earlier in [----] seen below. I believe this is the first evidence of verification on Twitter. Im also out to Arizona and Kentucky"  
[X Link](https://x.com/anyuser/status/2008382683567526090)  2026-01-06T03:38Z [---] followers, [----] engagements


"I have mixed feelings about being involved in such a popular retail name but regardless think that the 5x+ opportunity here is quite clear. Id encourage everyone invested in $ROOT to read Findells report pasted here where they lay out the bull case https://static1.squarespace.com/static/5e17f2a118561f6339437f24/t/691cc09f2e6ca020487146d7/1763491999952/Findell_ROOTPitch_Nov13.pdf https://static1.squarespace.com/static/5e17f2a118561f6339437f24/t/691cc09f2e6ca020487146d7/1763491999952/Findell_ROOTPitch_Nov13.pdf"  
[X Link](https://x.com/TaylorStCap/status/2008384548019507207)  2026-01-06T03:46Z [--] followers, [---] engagements


"New 10% position in $SPCB Another EU national contract win for $SPCB announced this morning Allied which owns G4S and Attenti (purchased for $240mn) is losing share to $40mn market cap SPCB. Allied is likely the main suitor mentioned by SPCB and today's news adds urgency. https://t.co/6m4K4CEtcQ Another EU national contract win for $SPCB announced this morning Allied which owns G4S and Attenti (purchased for $240mn) is losing share to $40mn market cap SPCB. Allied is likely the main suitor mentioned by SPCB and today's news adds urgency. https://t.co/6m4K4CEtcQ"  
[X Link](https://x.com/TaylorStCap/status/2008552168538993038)  2026-01-06T14:52Z [--] followers, [---] engagements


"Will $SPCB ever have a green day again Trading heavyyyy"  
[X Link](https://x.com/TaylorStCap/status/2009343238696784244)  2026-01-08T19:15Z [--] followers, [---] engagements


"Were at a wild place in the cycle. $PLTR YOLO guy now getting backed by a16z small life update ive joined Andreessen Horowitzs @a16z venture scout program they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to begin my angel investing career with the institutional https://t.co/re6qcSkhoH small life update ive joined Andreessen Horowitzs @a16z venture scout program they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to"  
[X Link](https://x.com/TaylorStCap/status/2010106757104984558)  2026-01-10T21:49Z [--] followers, [---] engagements


"Big update for $ROOT coming in the next few mins. Expect some vol and hope we surprise to the upside Just about one hour to go to hear $ROOT CEO Alex Timm live at the ICR Conference. If you're still researching this company make sure you tune in Webcast will be available on their Investor Relationship page. Just about one hour to go to hear $ROOT CEO Alex Timm live at the ICR Conference. If you're still researching this company make sure you tune in Webcast will be available on their Investor Relationship page"  
[X Link](https://x.com/TaylorStCap/status/2010810440566391051)  2026-01-12T20:25Z [--] followers, [---] engagements


"$ROOT now available in New Jersey 🚨 🚨 major update Big update for $ROOT coming in the next few mins. Expect some vol and hope we surprise to the upside Big update for $ROOT coming in the next few mins. Expect some vol and hope we surprise to the upside"  
[X Link](https://x.com/TaylorStCap/status/2010817476045459576)  2026-01-12T20:53Z [--] followers, [---] engagements


"Excellent call $ROOT $ROOT has "many partners under contract that we just haven't launched yet" and "working with multiple OEMs" 👀 WE'RE EARLY AND YOU DO NOT HAVE ENOUGH SHARES Thank you for your attention. $ROOT has "many partners under contract that we just haven't launched yet" and "working with multiple OEMs" 👀 WE'RE EARLY AND YOU DO NOT HAVE ENOUGH SHARES Thank you for your attention"  
[X Link](https://x.com/TaylorStCap/status/2010821866030612490)  2026-01-12T21:11Z [--] followers, [---] engagements


"lol braddddddd $GOOG Agree. Zero chance they are outsourcing AI to $GOOG. Seems like mis-read on some shallow reporting. Agree. Zero chance they are outsourcing AI to $GOOG. Seems like mis-read on some shallow reporting"  
[X Link](https://x.com/TaylorStCap/status/2010845635352707295)  2026-01-12T22:45Z [--] followers, [---] engagements


"@petricor80 @SingleBestIdeas @j16425646 It is. They need to wipe that from the books $SPCB"  
[X Link](https://x.com/TaylorStCap/status/2011114333770559737)  2026-01-13T16:33Z [--] followers, [---] engagements


"@goldilock1969 FinTech insurance SaaS all crushed. The factor trade is alive and these are not on the right side of it right now"  
[X Link](https://x.com/TaylorStCap/status/2011850102843887975)  2026-01-15T17:16Z [--] followers, [--] engagements


"This is why $ROOT is cheap and the reason for the opportunity. The market is grossly underestimating the $CVNA exclusive agreement and the newly announced Hyundai partnership as well as potential future partnerships. I have sell side off by 100k PIFs THIS YEAR @jakebrowatzke It wouldn't really solve $ROOT's key issue: its flattening policies growth. https://t.co/c0ddcqJN7L @jakebrowatzke It wouldn't really solve $ROOT's key issue: its flattening policies growth. https://t.co/c0ddcqJN7L"  
[X Link](https://x.com/TaylorStCap/status/2013944369636581780)  2026-01-21T11:58Z [---] followers, [---] engagements


"This is a mentally challenged take. Someone should ask Financial if there are more cars sold by $CVNA each year or more $TSLA FSD conversions. FSD is a tiny fraction of the market 20/ Final Verdict:The thesis is economically sound but geographically constrained (CA). Success depends on $LMND's ability to manage claim severity in a high-cost repair ecosystem. $TSLA End of thread. 🏁 20/ Final Verdict:The thesis is economically sound but geographically constrained (CA). Success depends on $LMND's ability to manage claim severity in a high-cost repair ecosystem. $TSLA End of thread. 🏁"  
[X Link](https://x.com/TaylorStCap/status/2014296114481013166)  2026-01-22T11:16Z [--] followers, [---] engagements


"@j16425646 Why do you post like this $SPCB. Very sensationalistic"  
[X Link](https://x.com/TaylorStCap/status/2014343570245775490)  2026-01-22T14:25Z [--] followers, [---] engagements


"$ROOT cant catch a bid. Sells off each and every day regardless of the beta"  
[X Link](https://x.com/TaylorStCap/status/2014802150052741413)  2026-01-23T20:47Z [---] followers, [---] engagements


"Long $LMND / short $ROOT (is what I shouldve done if I wasnt challenged mentally)"  
[X Link](https://x.com/TaylorStCap/status/2016539694650318851)  2026-01-28T15:51Z [---] followers, [---] engagements


"When will the market wake up to $MTRX The world has massively underestimated how much natural gas the future needs and now AI data centers and LNG exports are competing for supply. So who should get the gas Enjoy part [--] of this doubleheader from Michael Spyker teaching us everything we need to know about the https://t.co/r7T7ZHdk4i The world has massively underestimated how much natural gas the future needs and now AI data centers and LNG exports are competing for supply. So who should get the gas Enjoy part [--] of this doubleheader from Michael Spyker teaching us everything we need to know"  
[X Link](https://x.com/TaylorStCap/status/1992213833922826679)  2025-11-22T12:49Z [---] followers, [---] engagements


"Was it today $MTRX When will the market wake up to $MTRX When will the market wake up to $MTRX"  
[X Link](https://x.com/TaylorStCap/status/2008385572465725613)  2026-01-06T03:50Z [---] followers, [---] engagements


"$ROOT got no upside from $CVNA but gets all the downside. Could get ugly"  
[X Link](https://x.com/TaylorStCap/status/2016574216347525176)  2026-01-28T18:08Z [---] followers, [---] engagements


"which is the exact language that $SPCB uses to market its product. Further $SPCB has yet to enter the Spanish market which is interesting in the context of their PR saying they have now entered into their tenth nation. Finally scanning the internet shows that no other"  
[X Link](https://x.com/TaylorStCap/status/2016615536696971657)  2026-01-28T20:53Z [---] followers, [----] engagements


"Western Europe electronic monitoring contracts have been rewarded in the past month. This gives me high confidence that $SPCB is in fact the winner of this up to 111m euros contract which should meaningfully re-rate the $40m market cap company. This could represent the"  
[X Link](https://x.com/anyuser/status/2016615539276415036)  2026-01-28T20:53Z [---] followers, [----] engagements


"I think Im ready to put a stake in the ground. I understand SaaS sell-off today with disappointing $MSFT and $NOW prints. But the correlation to [--] phase is over. These things cant keep selling off 5%+ everyday on no news. I think we get a relief rally insane correlation"  
[X Link](https://x.com/TaylorStCap/status/2016990670339395887)  2026-01-29T21:43Z [---] followers, [---] engagements


"This would typically fire me up but the market will not care that $ROOT just inked this with Hyundai because $MSFT missed by 1% on Azure. Yes its as stupid as it sounds. This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what $ROOT did with $CVNA Hyundai across its brands sells nearly [--] million cars in the US a year nearly 4x $CVNA 💪🥳 This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what"  
[X Link](https://x.com/TaylorStCap/status/2017045114213060617)  2026-01-30T01:20Z [---] followers, [---] engagements


"Selling pressure in SaaS and FinTech is like nothing Ive ever seen. Fucking relentless. Stopped out of essentially all positions"  
[X Link](https://x.com/TaylorStCap/status/2017250903796138156)  2026-01-30T14:57Z [---] followers, [--] engagements


"@pernasresearch Pernas - check out $PAYS potentially up your alley"  
[X Link](https://x.com/TaylorStCap/status/1995906713828929750)  2025-12-02T17:23Z [---] followers, [----] engagements


"$KLAR has been a complete and utter disaster for me my 3-day DD now approaching 6.5%. Someone make it stop . Another day of underperformance. -1.3% . 5%+ 2-day DD brutal $ROOT $KLAR $BLND $SPCB $COPR Another day of underperformance. -1.3% . 5%+ 2-day DD brutal $ROOT $KLAR $BLND $SPCB $COPR"  
[X Link](https://x.com/TaylorStCap/status/2011901090460287317)  2026-01-15T20:39Z [---] followers, [----] engagements


"@MichaelWigginsO @FischerJiriML $KLAR will be just fine. CEO is going hard with the media right now for nothing"  
[X Link](https://x.com/TaylorStCap/status/2013947606804713923)  2026-01-21T12:11Z [---] followers, [---] engagements


"@MichaelWigginsO @FischerJiriML For sure. What Im saying is that market thinks 10% cap is bad for BNPL like $KLAR. But the guy who knows the business better than anyone else on the planet is pushing the 10% cap extremely hard so he disagrees with what the market thinks the impact on his co might be"  
[X Link](https://x.com/TaylorStCap/status/2013956270936465512)  2026-01-21T12:46Z [---] followers, [---] engagements


"@BillOnly1Bill @John_Hempton If an announcement happens this is a $50+ stock $SA"  
[X Link](https://x.com/TaylorStCap/status/2014505375542792264)  2026-01-23T01:08Z [---] followers, [--] engagements


"@walnutavevalue @Aksel465 @j16425646 You might be right and you might be wrong. But note that the 1/27 date means nothing for Buddi. Its just the date they reported FY25 unaudited results. Has nothing to do with whether or not they won the contract in question"  
[X Link](https://x.com/TaylorStCap/status/2016914476965187773)  2026-01-29T16:40Z [---] followers, [---] engagements


"@atelicinvest Its just a noticeable crash out on the AI theme thats like [--] years late apparently driven by recent SaaS price action. Ive 5xd my money in [--] years after being single stock restricted for the prior [--] . I think Im doing fine"  
[X Link](https://x.com/TaylorStCap/status/2018029763751739396)  2026-02-01T18:32Z [---] followers, [--] engagements


"$TER Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857 Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857"  
[X Link](https://x.com/anyuser/status/2018459661595496735)  2026-02-02T23:00Z [---] followers, [---] engagements


"Im not a $SNAP loser and have never owned the stock. But $8bn feels cheap for a company with their brand recognition and user database"  
[X Link](https://x.com/anyuser/status/2021685488029991135)  2026-02-11T20:39Z [---] followers, [----] engagements


"@MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to 1"  
[X Link](https://x.com/anyuser/status/2016895524918743393)  2026-01-29T15:25Z [---] followers, [----] engagements


"@MagicCompounds @DegenLaneCap Good work on this - largely agree. Its a factor story right now but the fundamentals will eventually matter. No one is vibe coding this given regulatory intensiveness $BLND"  
[X Link](https://x.com/TaylorStCap/status/2017608420308734292)  2026-01-31T14:38Z [---] followers, [---] engagements


"@OptionsFlowBoss Can you explain this to me like Im the idiot I am How is more loans bad for $BLND Perplexing price action"  
[X Link](https://x.com/TaylorStCap/status/2018713576001675269)  2026-02-03T15:49Z [---] followers, [---] engagements


"@StockJabber Edwin - any take on $GENI / $SRAD Scratching my head w/ this. Prediction market market makers need live data from around the world and $GENI / $SRAD are essentially a duopoly for this. Theyve fallen in sympathy with $DKNG / $FLUT despite being a partner to Kalshi / Polymarket"  
[X Link](https://x.com/TaylorStCap/status/2022490263567110564)  2026-02-14T01:57Z [---] followers, [---] engagements


"@StockJabber Interesting take; I respectfully disagree but thanks for responding. Sophisticated market makers opting for cheaper and lower quality data is IMO the equivalent of Citadel skimping out on Bloomberg and telling a $20m PM to use Fintel instead. Market certainly agrees w you tho"  
[X Link](https://x.com/TaylorStCap/status/2022499819424776515)  2026-02-14T02:35Z [---] followers, [--] engagements


"Do real people actually think that $FIVN has [--] terminal value Is anyone actually using AI for complex call center needs I get incredibly frustrated when AI attempts to handle my requests because it can never offer any help. This will miraculously change in the next [--] months"  
[X Link](https://x.com/TaylorStCap/status/2003580727309545582)  2025-12-23T21:37Z [---] followers, [---] engagements


"@goblincharts What sort of complex customer service requests have AI adequately handled for you recently Genuinely curious"  
[X Link](https://x.com/TaylorStCap/status/2003592142388912291)  2025-12-23T22:22Z [---] followers, [--] engagements


"@goblincharts Ya - totally fair. It most likely will not be a $200 stock again. But I think theres room for $FIVN within their niche to grow high single digits. And re-rate off 6x EPS. Voice AI is impressive for sure but when I have a serious customer inquiry AI cant get it done (yet)"  
[X Link](https://x.com/TaylorStCap/status/2003597526595965354)  2025-12-23T22:44Z [---] followers, [---] engagements


"@goblincharts Massive pivot. Enterprise AI growing 40% YoY with mid-20s EBITDA margins as theyre buying back 15% of the company. CFO in 3Q was highest in companys history. Hilarious example of market overreaction to the prevailing narrative that will soon snap back to reality $FIVN"  
[X Link](https://x.com/TaylorStCap/status/2003606423402602823)  2025-12-23T23:19Z [---] followers, [---] engagements


"Close to finally admitting that @LongOnlyLarry was right and @jonrice80 was wrong about $FIVN. Entire software sector has been clobbered. Any updated thoughts on the stock Jon @LongOnlyLarry @AggieCapitalist Further as I understand it if a point solution is chosen over FIVN they still have to pay FIVN as it needs to plug into the existing CCaaS. Do you believe that is not true. The "wrapper" also generates very high gross margin revenue. @LongOnlyLarry @AggieCapitalist Further as I understand it if a point solution is chosen over FIVN they still have to pay FIVN as it needs to plug into the"  
[X Link](https://x.com/TaylorStCap/status/2007209102594978259)  2026-01-02T21:55Z [---] followers, [---] engagements


"@ChadwickHarambe They published on $OPRT at $3.00 in December [----] it ran to $8.00 (170% gain) and is now at $5.24 (75% gain). 30-60% IRR depending on when one sold isnt good Ill take that every day of the week my friend"  
[X Link](https://x.com/TaylorStCap/status/2008387666450989260)  2026-01-06T03:58Z [---] followers, [---] engagements


"Im playing mortgage recovery through $BLND which will gush free cash flow as market normalizes and Trumper does his thing Not sure why $BLND isnt running much much harder on this. This thing will win if youre able to think about anything more than weeks and months. Very high confidence in this one at this price Not sure why $BLND isnt running much much harder on this. This thing will win if youre able to think about anything more than weeks and months. Very high confidence in this one at this price"  
[X Link](https://x.com/TaylorStCap/status/2008980547608170697)  2026-01-07T19:14Z [---] followers, [---] engagements


"@John_Hempton we chatted about $SA when it was $17. I bought $20 February calls at $1.00. Its been the biggest returner of my life"  
[X Link](https://x.com/TaylorStCap/status/2014427126749954345)  2026-01-22T19:57Z [---] followers, [---] engagements


"Proud to announce that the curse has been broken with a nice +3.2% day today despite $ROOT selling off hard. Clawed some back with the DD back to -9.1%. Excited to listen to $SPCB Sidoti conference later tonight. Biggest regret: selling $SA too early. Congrats to the longs Since 1/2 I am down [--] straight days and have extended the drawdown to 12%. Super disappointed in myself as I thought the $GLD trade was over and shifted to SaaS ( $BLND) FinTech ( $KLAR) and insurance ( $ROOT) at the worst time. Brutal correlation and bad portfolio mgmt. Since 1/2 I am down [--] straight days and have extended"  
[X Link](https://x.com/TaylorStCap/status/2014469176744648747)  2026-01-22T22:44Z [---] followers, [---] engagements


"Biggest mistake was not appreciating the correlation between $ROOT $KLAR and $BLND. All up or all down with similar magnitude. Pretty insane for [--] companies operating in such different spaces. The market is perplexing right now unless you believe cyclicals have become secular"  
[X Link](https://x.com/TaylorStCap/status/2016176416182899182)  2026-01-27T15:48Z [---] followers, [---] engagements


"@MagicCompounds @DegenLaneCap $KLAR isnt SaaS. $ROOT isnt SaaS. Why are they correlated with SaaS Just a totally weird factor correlation for some reason since theyre not AI infra beneficiaries. Its weird"  
[X Link](https://x.com/TaylorStCap/status/2016284317908140330)  2026-01-27T22:56Z [---] followers, [---] engagements


"@jzs323 Potentially. Though would be unusual for the company to make the announcement (even though anonymized) prior to the government. Should be a nice win either way"  
[X Link](https://x.com/TaylorStCap/status/2016640594135928940)  2026-01-28T22:32Z [---] followers, [--] engagements


"$KLAR comps are ripping higher PM. $RKT ripped higher yesterday w/ $BLND flat. $LMND rallying w/ $ROOT crushed. There are clearly some large sellers of stock here especially with $KLAR and $BLND. I have to assume were nearing the end. How I alllowed a 20% DD is unforgivable"  
[X Link](https://x.com/TaylorStCap/status/2018637192013238687)  2026-02-03T10:46Z [---] followers, [---] engagements


"@KprasMD How can $RKT and $OPEN be ripping on increased mortgage volumes with $BLND taking it on the chin I must fundamentally misunderstand the $BLND thesis makes no sense to me. Its the single biggest driver in any $BLND model. Im totally lost there has to be a large seller"  
[X Link](https://x.com/TaylorStCap/status/2018709839157801010)  2026-02-03T15:35Z [---] followers, [---] engagements


"@AggieCapitalist @CalvinValue @AKWilk Its doesnt trade at 7x EBITDA Jon. Youre showing some stubbornness on the SBC front. Market is screaming that it cares about GAAP so continuing to value on non-GAAP doesnt make much sense to me. $FLYW is expensive on GAAP but becoming more attractive"  
[X Link](https://x.com/TaylorStCap/status/2020127670814589172)  2026-02-07T13:29Z [---] followers, [---] engagements


"@brn__dmg @MagicCompounds market has $SRAD growing [----] EBITDA at 35% YoY vs. $GENI expectation for 30% EBITDA CAGR through [----]. Point being these companies are in similar places with $GENI behind by about [--] years. OK - so the market is giving $SRAD 15x NTM (2026) FCF and 11x NTM+1 (2027) FCF"  
[X Link](https://x.com/TaylorStCap/status/2021359877998903498)  2026-02-10T23:05Z [---] followers, [--] engagements


"@brn__dmg @MagicCompounds So what happens if we apply this same NTM FCF market multiple to $GENI expected [----] FCF of $330m (60% conversion on $550m EBITDA) 15x NTM FCF of $330m would yield a $SRAD - adjusted market value of around $5.0bn for $GENI by end of [----] or around 175% upside from todays"  
[X Link](https://x.com/TaylorStCap/status/2021360059679375661)  2026-02-10T23:06Z [---] followers, [---] engagements


"@brn__dmg @MagicCompounds prices. Further consider that $SRAD is trading at a 1yr low on the software implosion that doesnt really impact this business. All to say at a $1.8bn FD market cap you can buy the definitive #2 player in a strong duopoly with immense user data and partnerships with the"  
[X Link](https://x.com/TaylorStCap/status/2021360209319559248)  2026-02-10T23:06Z [---] followers, [--] engagements


"@brn__dmg @MagicCompounds best sports brands in the world. I like $SRAD but think you can catch $GENI as it inflects over the next [--] years after a double whammy from software sector implosion + knee-jerk reaction from an ill-timed investment. I like the risk reward here a ton even if you haircut"  
[X Link](https://x.com/TaylorStCap/status/2021360467676184949)  2026-02-10T23:07Z [---] followers, [---] engagements


"@brn__dmg @MagicCompounds $GENI multiple a tad for being the #2 player behind $SRAD. A ton of other stuff within this thesis (prediction market tailwinds NFL international expansion etc.) but the sell side lowering targets by 20-30%+ on the Legend acquisition after 4Q guidance came in above seems silly"  
[X Link](https://x.com/TaylorStCap/status/2021360898137632944)  2026-02-10T23:09Z [---] followers, [---] engagements


"@MagicCompounds @brn__dmg NFL would be existential given the importance of the league. Goodell spoke at their investor day (have to imagine this is rare for Goodell) and said hes pleased with $GENI but a risk for sure"  
[X Link](https://x.com/TaylorStCap/status/2021362384338845922)  2026-02-10T23:15Z [---] followers, [---] engagements


"@LukaszWizla @WerewolfHolding @CNBC Agreed. Buying $GENI here. They can win even if companies like $DKNG and $FLUT fail"  
[X Link](https://x.com/TaylorStCap/status/2022114317521629189)  2026-02-13T01:03Z [---] followers, [---] engagements


"@AggieCapitalist Any comment on $GENI Core position for me post sell-off. I think the market is getting it wrong that prediction markets (which still require real time feeds) are a growth Avenue and can hurt $DKNG / $FLUT while helping $GENI / $SRAD"  
[X Link](https://x.com/TaylorStCap/status/2022364426339287475)  2026-02-13T17:37Z [---] followers, [---] engagements


"As a major fan of Findell Capital given their great work on $LQDA $ESTA and $OPRT buying $ROOT was a no brainer for me after reading their November report and spending a few weeks diligencing the name. Only after my purchase did I realize this was a retail favorite on FinTwit"  
[X Link](https://x.com/TaylorStCap/status/2008384546367062281)  2026-01-06T03:46Z [---] followers, [----] engagements


"$BLND one of the few direct beneficiaries of this. Should explode higher tomorrow. BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream" Trump says. https://t.co/c6zzgCPriC BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream" Trump says. https://t.co/c6zzgCPriC"  
[X Link](https://x.com/TaylorStCap/status/2009388937031373123)  2026-01-08T22:17Z [---] followers, [---] engagements


"$BLND in a nutshell $BLND - high operating leverage mortgage platform used by banks $90 rev per mortgage breakeven today Home ownership critical issue gaining attention Major shareholder (Haveli) keeps buying $BLND - high operating leverage mortgage platform used by banks $90 rev per mortgage breakeven today Home ownership critical issue gaining attention Major shareholder (Haveli) keeps buying"  
[X Link](https://x.com/TaylorStCap/status/2009686652114079966)  2026-01-09T18:00Z [---] followers, [---] engagements


"Brutal day - worst relative performance day since at least [----]. -4.3% (vs. $SPY -0.2%) on really tough days from $ROOT and $BLND with $KLAR not helping much. Frustrating when you think something is priced in a random Wells Fargo analyst discovers it and the stock gets crushed"  
[X Link](https://x.com/TaylorStCap/status/2011199666852126782)  2026-01-13T22:12Z [---] followers, [---] engagements


"Another day of underperformance. -1.3% . 5%+ 2-day DD brutal $ROOT $KLAR $BLND $SPCB $COPR Brutal day - worst relative performance day since at least [----]. -4.3% (vs. $SPY -0.2%) on really tough days from $ROOT and $BLND with $KLAR not helping much. Frustrating when you think something is priced in a random Wells Fargo analyst discovers it and the stock gets crushed Brutal day - worst relative performance day since at least [----]. -4.3% (vs. $SPY -0.2%) on really tough days from $ROOT and $BLND with $KLAR not helping much. Frustrating when you think something is priced in a random Wells Fargo"  
[X Link](https://x.com/TaylorStCap/status/2011604791118741820)  2026-01-15T01:02Z [---] followers, [----] engagements


"Since 1/2 I am down [--] straight days and have extended the drawdown to 12%. Super disappointed in myself as I thought the $GLD trade was over and shifted to SaaS ( $BLND) FinTech ( $KLAR) and insurance ( $ROOT) at the worst time. Brutal correlation and bad portfolio mgmt. $KLAR has been a complete and utter disaster for me my 3-day DD now approaching 6.5%. Someone make it stop . $KLAR has been a complete and utter disaster for me my 3-day DD now approaching 6.5%. Someone make it stop "  
[X Link](https://x.com/TaylorStCap/status/2014101522703917221)  2026-01-21T22:23Z [---] followers, [----] engagements


"@goldilock1969 Each in isolation is fine. I misjudged the correlation with $BLND $KLAR $ROOT. Its almost just like a basket of uncorrected but hated sectors just have tight correlation as the AI infra trade marches higher. Really frustrating"  
[X Link](https://x.com/TaylorStCap/status/2014140549821817207)  2026-01-22T00:58Z [---] followers, [---] engagements


"Holy shit. $BLND lmaoooo. Laughing through the pain but wow. What a disaster"  
[X Link](https://x.com/anyuser/status/2016980195144847823)  2026-01-29T21:02Z [---] followers, [---] engagements


"If $BLND doesnt trade up higher with $RKT it is truly a lost cause"  
[X Link](https://x.com/anyuser/status/2018681170473398615)  2026-02-03T13:41Z [---] followers, [----] engagements


"Of course not lol. Im out. Lost cause $BLND If $BLND doesnt trade up higher with $RKT it is truly a lost cause If $BLND doesnt trade up higher with $RKT it is truly a lost cause"  
[X Link](https://x.com/anyuser/status/2018697595200196944)  2026-02-03T14:46Z [---] followers, [---] engagements


"Saved myself a ton of pain on $BLND. What an utter disaster. Mortgage volumes inflecting. This is a true disconnect from reality. But thankfully took it on the chin and moved on @MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to [--] @MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to 1"  
[X Link](https://x.com/anyuser/status/2019059740878278720)  2026-02-04T14:45Z [---] followers, [----] engagements


"Just made $GENI a 50% position in my active account (10% position of total brokerage). This is mispriced with a deep moat and tier A1 partnerships. Big overreaction to M&A now trading 5x [--] EBITDA"  
[X Link](https://x.com/anyuser/status/2021275759189303595)  2026-02-10T17:31Z [---] followers, [---] engagements


"@MagicCompounds @brn__dmg Market thinks $GENI overpaid. They expect Legend to do $250m revenue / $100m EBITDA in [----] and $400m revenue / $185m EBITDA in [----]. 27% revenue CAGR with PF company CAGR expected to be 21% through [----]. So they paid 5x [----] revenue which is pricy for a company trading at 3x"  
[X Link](https://x.com/TaylorStCap/status/2021366941730910501)  2026-02-10T23:33Z [---] followers, [---] engagements


"Market response to this is so funny. Are people too fucking stupid to understand that the sharps and sportsbooks hedging their exposures on the prediction markets are literally using $GENI data All investing is today is getting the factor right - nothing else matters Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO. Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO"  
[X Link](https://x.com/anyuser/status/2022370057481752659)  2026-02-13T17:59Z [---] followers, [---] engagements


"@PH0ENIXSMITH This is just market idiocy. All that matters today is factors. In a world where 100% of volume leaves $DKNG / $FLUT (which wont happen) how valuable does live data then become for the market makers Presumably even more valuable than it is today. But if the market really thinks"  
[X Link](https://x.com/TaylorStCap/status/2022450374444306617)  2026-02-13T23:18Z [---] followers, [---] engagements


"Its easy to be a contrarian. Its hard to be a contrarian and to be right. Ive been wrong a lot recently. In a total mental blender. Very down rn"  
[X Link](https://x.com/anyuser/status/2022514282345251048)  2026-02-14T03:32Z [---] followers, [---] engagements


"Its easy to be a contrarian. Its hard to be a contrarian and to be right. Ive been wrong a lot recently. In a total mental blender. Very down rn"  
[X Link](https://x.com/anyuser/status/2022514282345251048)  2026-02-14T03:32Z [---] followers, [---] engagements


"Market response to this is so funny. Are people too fucking stupid to understand that the sharps and sportsbooks hedging their exposures on the prediction markets are literally using $GENI data All investing is today is getting the factor right - nothing else matters Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO. Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO"  
[X Link](https://x.com/anyuser/status/2022370057481752659)  2026-02-13T17:59Z [---] followers, [---] engagements


"Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO"  
[X Link](https://x.com/anyuser/status/2022288250312806740)  2026-02-13T12:34Z [---] followers, [---] engagements


"Im not a $SNAP loser and have never owned the stock. But $8bn feels cheap for a company with their brand recognition and user database"  
[X Link](https://x.com/anyuser/status/2021685488029991135)  2026-02-11T20:39Z [---] followers, [----] engagements


"Just made $GENI a 50% position in my active account (10% position of total brokerage). This is mispriced with a deep moat and tier A1 partnerships. Big overreaction to M&A now trading 5x [--] EBITDA"  
[X Link](https://x.com/anyuser/status/2021275759189303595)  2026-02-10T17:31Z [---] followers, [---] engagements


"Saved myself a ton of pain on $BLND. What an utter disaster. Mortgage volumes inflecting. This is a true disconnect from reality. But thankfully took it on the chin and moved on @MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to [--] @MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to 1"  
[X Link](https://x.com/anyuser/status/2019059740878278720)  2026-02-04T14:45Z [---] followers, [----] engagements


"@MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to 1"  
[X Link](https://x.com/anyuser/status/2016895524918743393)  2026-01-29T15:25Z [---] followers, [----] engagements


"Of course not lol. Im out. Lost cause $BLND If $BLND doesnt trade up higher with $RKT it is truly a lost cause If $BLND doesnt trade up higher with $RKT it is truly a lost cause"  
[X Link](https://x.com/anyuser/status/2018697595200196944)  2026-02-03T14:46Z [---] followers, [---] engagements


"If $BLND doesnt trade up higher with $RKT it is truly a lost cause"  
[X Link](https://x.com/anyuser/status/2018681170473398615)  2026-02-03T13:41Z [---] followers, [----] engagements


"$TER Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857 Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857"  
[X Link](https://x.com/anyuser/status/2018459661595496735)  2026-02-02T23:00Z [---] followers, [---] engagements


"Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857"  
[X Link](https://x.com/anyuser/status/1983246665269039470)  2025-10-28T18:57Z [---] followers, [----] engagements


"Incredible write-up. Most detailed analysis of $SPCB I have ever seen and should excite all holders of the stock. Well researched fair and balanced. Shout out Oaty for the piece. First time doing this. I have a stock write up. Had been researching $SPCB for the last couple of weekends thought it was pretty interesting and then the information flow picked up a bit in the last couple weeks and wanted to publish something. Hopefully I do the First time doing this. I have a stock write up. Had been researching $SPCB for the last couple of weekends thought it was pretty interesting and then the"  
[X Link](https://x.com/anyuser/status/2017612662620774735)  2026-01-31T14:55Z [---] followers, [----] engagements


"First time doing this. I have a stock write up. Had been researching $SPCB for the last couple of weekends thought it was pretty interesting and then the information flow picked up a bit in the last couple weeks and wanted to publish something. Hopefully I do the tagging/linking right lol @j16425646 @addictedtostock @TaylorStCap @joinyellowbrick https://twitter.com/i/web/status/2017373190063050888 https://twitter.com/i/web/status/2017373190063050888"  
[X Link](https://x.com/anyuser/status/2017373190063050888)  2026-01-30T23:03Z [--] followers, [----] engagements


"@j16425646 @Aksel465 @walnutavevalue"  
[X Link](https://x.com/anyuser/status/2017613031732060481)  2026-01-31T14:56Z [---] followers, [---] engagements


"Holy shit. $BLND lmaoooo. Laughing through the pain but wow. What a disaster"  
[X Link](https://x.com/anyuser/status/2016980195144847823)  2026-01-29T21:02Z [---] followers, [---] engagements


"Whats happening in software is the nastiest factor rotation since _________ Ive never seen something like this in my [--] years doing this"  
[X Link](https://x.com/anyuser/status/2016893133074944053)  2026-01-29T15:16Z [---] followers, [---] engagements


"$SPCB is the best and cheapest way to play the electronic monitoring supercycle we have entered into"  
[X Link](https://x.com/anyuser/status/2016631382332830029)  2026-01-28T21:56Z [---] followers, [----] engagements


"Ive been mostly quiet on my 10% $SPCB position and didnt get much engagement from the below diligence but think this is shaping up to be a potentially monumental opportunity. Essentially the market believes this is a fraudulent company given their strange press releases and @j16425646 Thanks for your work on $SPCB JC. I reached out to the NC Sherrifs Procurement Office and was able to verify their contract with NC awarded earlier in [----] seen below. I believe this is the first evidence of verification on Twitter. Im also out to Arizona and Kentucky. https://t.co/40QRBjdFHZ @j16425646 Thanks"  
[X Link](https://x.com/anyuser/status/2016615523996619218)  2026-01-28T20:53Z [---] followers, [----] engagements


"@j16425646 Thanks for your work on $SPCB JC. I reached out to the NC Sherrifs Procurement Office and was able to verify their contract with NC awarded earlier in [----] seen below. I believe this is the first evidence of verification on Twitter. Im also out to Arizona and Kentucky"  
[X Link](https://x.com/anyuser/status/2008382683567526090)  2026-01-06T03:38Z [---] followers, [----] engagements


"Western Europe electronic monitoring contracts have been rewarded in the past month. This gives me high confidence that $SPCB is in fact the winner of this up to 111m euros contract which should meaningfully re-rate the $40m market cap company. This could represent the"  
[X Link](https://x.com/anyuser/status/2016615539276415036)  2026-01-28T20:53Z [---] followers, [----] engagements


"event that $SPCB investors have long been waiting for a massive contract win that proves that they are the real deal and not just a shady Israeli company with suspect financial reporting. Super excited to see if this gets announced soon"  
[X Link](https://x.com/anyuser/status/2016615543571435727)  2026-01-28T20:53Z [---] followers, [---] engagements

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