# ![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1927589978.png) @TheBenSchmark JabroniCoin.USD

JabroniCoin.USD posts on X about $zm, anthropic, ai, ipo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1927589978/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:interactions.svg)

- [--] Week [-------] -75%
- [--] Month [---------] +339%
- [--] Months [---------] +1,128%
- [--] Year [---------] +177%

### Mentions: [--] [#](/creator/twitter::1927589978/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:posts_active.svg)

- [--] Week [---] -6.60%
- [--] Month [---] +52%
- [--] Months [---] +215%
- [--] Year [---] +14%

### Followers: [-----] [#](/creator/twitter::1927589978/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:followers.svg)

- [--] Week [-----] +2.60%
- [--] Month [-----] +9.80%
- [--] Months [-----] +24%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::1927589978/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  78.57% [technology brands](/list/technology-brands)  46.03% [finance](/list/finance)  44.44% [countries](/list/countries)  2.38% [travel destinations](/list/travel-destinations)  2.38% [currencies](/list/currencies)  1.59% [cryptocurrencies](/list/cryptocurrencies)  0.79% [exchanges](/list/exchanges)  0.79% [financial services](/list/financial-services)  0.79%

**Social topic influence**
[$zm](/topic/$zm) #4, [anthropic](/topic/anthropic) #1213, [ai](/topic/ai) 31.75%, [ipo](/topic/ipo) #257, [$cold](/topic/$cold) #44, [$line](/topic/$line) #4, [$cenx](/topic/$cenx) 12.7%, [$acmr](/topic/$acmr) #5, [in the](/topic/in-the) 7.94%, [$32bn](/topic/$32bn) 7.14%

**Top accounts mentioned or mentioned by**
[@citrini7](/creator/undefined) [@sonecrockett](/creator/undefined) [@_seandavid](/creator/undefined) [@tsxman](/creator/undefined) [@divestech](/creator/undefined) [@cathiedwood](/creator/undefined) [@recoverytrade](/creator/undefined) [@coatuemgmt](/creator/undefined) [@acapitallp](/creator/undefined) [@rwang07](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@sehajfund](/creator/undefined) [@memely](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@senatorxa9](/creator/undefined) [@sfwtrades](/creator/undefined) [@johnhempton](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@zoom](/creator/undefined) [@stockgutter](/creator/undefined)

**Top assets mentioned**
[Zoom Video Communications Inc (ZM)](/topic/$zm) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. (LINE)](/topic/$line) [Century Aluminum Co (CENX)](/topic/$cenx) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Zillow Group, Inc. (ZG)](/topic/$zg) [EQT, Corp. (EQT)](/topic/$eqt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Skrumble (SKM)](/topic/$skm) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [CarMax, Inc (KMX)](/topic/$kmx) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Alcoa, Corp. (AA)](/topic/$aa) [CompoSecure, Inc. (CMPO)](/topic/$cmpo) [SeaPad (SPT)](/topic/$spt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [FIVE9, INC. (FIVN)](/topic/$fivn) [RINGCENTRAL, INC. (RNG)](/topic/$rng) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [UiPath, Inc. (PATH)](/topic/$path) [WIX.com Ltd. (WIX)](/topic/$wix) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [Adobe, Inc. (ADBE)](/topic/$adbe) [Rapids (RPD)](/topic/$rpd) [Docusign Inc (DOCU)](/topic/$docu) [Sprinklr Inc. (CXM)](/topic/$cxm) [Freshworks Inc. (FRSH)](/topic/$frsh) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [Lamb Weston Holdings Inc (LW)](/topic/$lw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in"  
[X Link](https://x.com/TheBenSchmark/status/2015840177583694184)  2026-01-26T17:32Z [----] followers, 479.6K engagements


"Bernstein on China Semicap: WFE demand *exploding* investors should reload on China Semicap now WFE demand revised up localization in DRAM/Mature node increasing significantly intense rivalry in customers self-reinforcing cycle Only US listed play on this: $ACMR DigiTimes: ACM Research is consistently penetrating the High Bandwidth Memory (HBM) and advanced packaging equipment market Reports indicate ACM's tools are entering verification and testing with several international customers $ACMR with a $4bn global revenue target https://t.co/MJwshucOyN DigiTimes: ACM Research is consistently"  
[X Link](https://x.com/TheBenSchmark/status/2021967046544658441)  2026-02-12T15:18Z [----] followers, 13.6K engagements


"From Evercore early Jan tour. $ZM is an AI-winner in the enterprise even without the Anthropic stake RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake https://t.co/YVsM9OKYEb RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management"  
[X Link](https://x.com/TheBenSchmark/status/2021583293313847390)  2026-02-11T13:53Z [----] followers, [----] engagements


"In SaaS optically cheap is table stakes. Palpable AI tail-winds business acceleration buyback in place are key. $ZM is a direct (Anthropic) & indirect (voice AI enterprise data) AI winner whose business is accelerating while buying back stock SaaS dumpster diving $PATH 10x EBITDA $WIX 9x EBITDA $GDDY 9x EBITDA $ZM 9x EBITDA $CRM 9x EBITDA $WDAY 9x EBITDA $ADBE 8x EBITDA $RPD 6x EBITDA $DOCU 6x EBITDA $CXM 6x EBITDA $SPT 6x EBITDA $PYPL 6x EBITDA $FRSH 6x EBITDA $FIVN 5x EBITDA $RNG 5x SaaS dumpster diving $PATH 10x EBITDA $WIX 9x EBITDA $GDDY 9x EBITDA $ZM 9x EBITDA $CRM 9x EBITDA $WDAY 9x"  
[X Link](https://x.com/TheBenSchmark/status/2022006966940487801)  2026-02-12T17:56Z [----] followers, [----] engagements


"@Citrini7 @rwang07 True but 1) the Chinese sovereign semiconductor imperative also extends to mature nodes 2) $ACMR has enough exposure to memory & foundry thats increasing capex (SMIC Hua Hong YM Hynix) 3) the valuation is absurdly low FT: Chip wars in full effect. The potential demand for Chinese chips is going to be huge Take a look at $ACMR top customers https://t.co/fsfGjtNdWY FT: Chip wars in full effect. The potential demand for Chinese chips is going to be huge Take a look at $ACMR top customers https://t.co/fsfGjtNdWY"  
[X Link](https://x.com/TheBenSchmark/status/1960393145234932121)  2025-08-26T17:25Z [----] followers, [---] engagements


"Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding https://t.co/kZgtrDFBzO Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding https://t.co/kZgtrDFBzO"  
[X Link](https://x.com/TheBenSchmark/status/1968395035667308915)  2025-09-17T19:22Z [----] followers, [----] engagements


"Bernstein on Zillow-talk needed on earnings $ZG Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG https://t.co/JtQiy6IqM8 Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG https://t.co/JtQiy6IqM8"  
[X Link](https://x.com/TheBenSchmark/status/1982836032312619068)  2025-10-27T15:45Z [----] followers, [----] engagements


"Evercore on $ZG operating performance and cyclically depressed estimates yielding $95 target. No word on Zillow as a verb or Zestimate as a common noun Bernstein on Zillow-talk needed on earnings $ZG https://t.co/kB78qGtCEG Bernstein on Zillow-talk needed on earnings $ZG https://t.co/kB78qGtCEG"  
[X Link](https://x.com/TheBenSchmark/status/1984276127888949518)  2025-10-31T15:07Z [----] followers, [----] engagements


"Formerly bullish Evercore finally downgrades $COLD noting economic occupancy could further erode in [----] given spread vs physical. Also notes operationally intensive & less liquid transaction market may be valued on EV/EBITDA basis. At 11x $7 value 🥶 Oh look $COLD management now admitting they will have to concede on price to keep market share in the face of unrelenting oversupply and discounting from compeititors who can offer better service for less https://t.co/Mh8MpdfhtO Oh look $COLD management now admitting they will have to concede on price to keep market share in the face of"  
[X Link](https://x.com/TheBenSchmark/status/1986797738730938633)  2025-11-07T14:07Z [----] followers, 10.7K engagements


"$COLD & $LINE at the bottom of Wells Fargo REITs normalized FFO deceleration into [----]. After what will likely have been really poor [----]. Even if ones looking for bombed out REIT stocks many other places to look Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD https://t.co/PmdkCtxCfh Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square"  
[X Link](https://x.com/TheBenSchmark/status/1996971933582156150)  2025-12-05T15:56Z [----] followers, [----] engagements


"$COLD economic occupancy eroding as leases roll pricing is going down and industry still significantly oversupplied. But yes the activist is correct that if they sell assets in an oversupplied market at high multiples EBITDA goes up & it gets 15x multiple stock goes up Formerly bullish Evercore finally downgrades $COLD noting economic occupancy could further erode in [----] given spread vs physical. Also notes operationally intensive & less liquid transaction market may be valued on EV/EBITDA basis. At 11x $7 value 🥶 https://t.co/ZK42zwLKpp Formerly bullish Evercore finally downgrades $COLD"  
[X Link](https://x.com/TheBenSchmark/status/1999178714387530067)  2025-12-11T18:05Z [----] followers, [----] engagements


"CarMid $KMX continues its drive from great to good (maybe even less than good now). How much is an economically sensitive share loser with finco juiced earnings worth Given where $LAD & $ABG trade maybe 10x 2yr forward earnings would make it interesting as a long Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more management misdirection etc Still sports an inappropriately high multiple that ought to come down IMHO Carmax $KMX is a recent example of great-to-good More competition less white"  
[X Link](https://x.com/TheBenSchmark/status/2001660960524640321)  2025-12-18T14:28Z [----] followers, [----] engagements


"Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in [----] At least [---] billion pounds of new frozen potato product processing capacity between Oct [----] & Dec [----]. 8% expansion in [--] months. New supply contract renewals & China demand. 🥔 $LW CC:@John_Hempton https://t.co/4voVvvyNmy At least [---] billion pounds of new frozen potato product processing capacity between Oct [----] & Dec [----]. 8% expansion in [--] months. New supply contract renewals & China demand. 🥔 $LW CC:@John_Hempton"  
[X Link](https://x.com/TheBenSchmark/status/2002062038231834749)  2025-12-19T17:02Z [----] followers, [----] engagements


"Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 23rd. $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN"  
[X Link](https://x.com/TheBenSchmark/status/2003493489577980156)  2025-12-23T15:50Z [----] followers, [----] engagements


"Alcoa $AA shouldve acquired $CENX a while ago and created a Section 45x and Sec [---] cost advantaged American aluminum behemoth Lets see if they still want to and what premium they would need to pay for the Hawesville power asset After deeming aluminum to be a critical mineral for 45X cash rebates the DOE has effectively anointed Century Aluminum $CENX as a strategic cost-advantaged asset. When does Alcoa or Glencore consolidate the largest US aluminum producer https://t.co/l68F0piLNo After deeming aluminum to be a critical mineral for 45X cash rebates the DOE has effectively anointed Century"  
[X Link](https://x.com/TheBenSchmark/status/2013643069074047107)  2026-01-20T16:01Z [----] followers, [----] engagements


"Deathcab for $EQT BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days. https://t.co/cJCyRUk4CO BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days. https://t.co/cJCyRUk4CO"  
[X Link](https://x.com/TheBenSchmark/status/2014002365003620688)  2026-01-21T15:49Z [----] followers, [----] engagements


"$EQT : Heating LNG export & direct datacenter power EQT is the new Cabot BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon to $7.20/gallon in [--] trading days. Commodities https://t.co/74m6VyK1rN BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon"  
[X Link](https://x.com/TheBenSchmark/status/2015856060922225053)  2026-01-26T18:35Z [----] followers, [----] engagements


"If youre not long $ZM youre short Anthropic They call it getting Claude-pilled. Its the moment software engineers executives and investors turn their work over to Anthropics Claude AIand then witness a thinking machine of shocking capability even in an age awash in powerful AI tools. https://t.co/QBoInffXqs https://t.co/TtZlelKsPj They call it getting Claude-pilled. Its the moment software engineers executives and investors turn their work over to Anthropics Claude AIand then witness a thinking machine of shocking capability even in an age awash in powerful AI tools. https://t.co/QBoInffXqs"  
[X Link](https://x.com/TheBenSchmark/status/2016149273490894954)  2026-01-27T14:00Z [----] followers, [----] engagements


"Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise as it potentially pursues an IPO This was the first analyst on the street to dimension Anthropic. More to come. When does Cathie Wood come back in $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a"  
[X Link](https://x.com/TheBenSchmark/status/2016186041636368593)  2026-01-27T16:26Z [----] followers, 10.3K engagements


"$ZM *ANTHROPIC TO DOUBLE FUNDRAISING TO $20B AT $350B VALUATION: FT *ANTHROPIC TO DOUBLE FUNDRAISING TO $20B AT $350B VALUATION: FT"  
[X Link](https://x.com/TheBenSchmark/status/2016231273560170710)  2026-01-27T19:26Z [----] followers, [----] engagements


"@DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia"  
[X Link](https://x.com/TheBenSchmark/status/2016237611472371794)  2026-01-27T19:51Z [----] followers, [----] engagements


"Wow. And if OpenAI is raising money at $830 bn $1 trillion valuation secured for Anthropic. Im not long enough $ZM Anthropic raised its [----] revenue forecast by 20%. It now sees revenue up to $18B in [----] and $55B in [----] and lifted its optimistic [--------] path by 40%. On that track it reaches $148B in [----] while projecting $100B+ in model training costs by [----] and a later timeline https://t.co/1aJwAeV3X5 Anthropic raised its [----] revenue forecast by 20%. It now sees revenue up to $18B in [----] and $55B in [----] and lifted its optimistic [--------] path by 40%. On that track it reaches $148B in"  
[X Link](https://x.com/TheBenSchmark/status/2016354805342482545)  2026-01-28T03:37Z [----] followers, [----] engagements


"Zoom: Deeply embedded global utility with elite margins and an undeniable valuation floor *and* $1.3 bn buyback authorization with growing exposure to Anthropic An actual AI winner $ZM $ZM LONG thesis https://t.co/1FRJlcdYSP $ZM LONG thesis https://t.co/1FRJlcdYSP"  
[X Link](https://x.com/TheBenSchmark/status/2016512754119528452)  2026-01-28T14:04Z [----] followers, [----] engagements


"Cathie Woods Ark had a $1500 Monte Carlo model [----] price target for $ZM. And it was conservative because it explicitly excluded the AI upside. The Anthropic AI upside is now here. What is the updated price target Zoom out and dont mis-anthropic @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in"  
[X Link](https://x.com/TheBenSchmark/status/2016593622330683682)  2026-01-28T19:26Z [----] followers, [----] engagements


"I thought Salesforce could but @WaterworldCapi1 pointed out that $META should buy $ZM. Financially accretive with Anthropic on top. Can integrate Zoom video w/ Reality Labs. Gets large SMB & enterprise channel to distribute SuperIntelligence. SKT to where the Zuck is going $ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this https://t.co/K9AtiJOBFV $ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this https://t.co/K9AtiJOBFV"  
[X Link](https://x.com/TheBenSchmark/status/2016642836406407207)  2026-01-28T22:41Z [----] followers, [----] engagements


"$CENX has more US production and more geared to US prices Aluminum more expensive in the USA now due to tariffs $AA https://t.co/38cSIXxFMQ Aluminum more expensive in the USA now due to tariffs $AA https://t.co/38cSIXxFMQ"  
[X Link](https://x.com/TheBenSchmark/status/2016857170566939074)  2026-01-29T12:53Z [----] followers, [----] engagements


"$ZM is a cheap hedge against serfdom Reading what the CEO of Anthropic wrote it is more clear than ever you basically have less than a [--] year window to hyper-gamble your way into elite status or end up a serf for life We're in the Endgame now. https://t.co/uUBVG0lHFo Reading what the CEO of Anthropic wrote it is more clear than ever you basically have less than a [--] year window to hyper-gamble your way into elite status or end up a serf for life We're in the Endgame now. https://t.co/uUBVG0lHFo"  
[X Link](https://x.com/TheBenSchmark/status/2016877431756382529)  2026-01-29T14:13Z [----] followers, [----] engagements


"$ZM Not terrible https://t.co/jQDwI2Hq63 Not terrible https://t.co/jQDwI2Hq63"  
[X Link](https://x.com/TheBenSchmark/status/2016920026469511196)  2026-01-29T17:03Z [----] followers, [---] engagements


"Zoom is anti-fragile. It gains from disorder. $ZM New pandemic Zoom gains Giant snowstorms Zoom gains Claude SaaSocalypse Zoom gains Anthropic achieves AGI Zoom gains [----] meme-stock era returns Zoom gains If youre not long $ZM youre short Anthropic https://t.co/3nBmYIwKhP If youre not long $ZM youre short Anthropic https://t.co/3nBmYIwKhP"  
[X Link](https://x.com/TheBenSchmark/status/2016925071814627605)  2026-01-29T17:23Z [----] followers, [----] engagements


"$ZM We are announcing a new partnership with @Zoom a leader in enterprise collaboration and communication solutions. Zoom will use Claude our AI assistant built with Constitutional AI to build customer-facing AI products focused on reliability productivity and safety. https://t.co/oJRLGUcf0t We are announcing a new partnership with @Zoom a leader in enterprise collaboration and communication solutions. Zoom will use Claude our AI assistant built with Constitutional AI to build customer-facing AI products focused on reliability productivity and safety. https://t.co/oJRLGUcf0t"  
[X Link](https://x.com/TheBenSchmark/status/2016972718269157489)  2026-01-29T20:32Z [----] followers, [----] engagements


"$EQT "There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site' the group Global Energy Monitor finds." https://t.co/4UWrH2tqD2 "There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site' the group Global Energy Monitor finds." https://t.co/4UWrH2tqD2"  
[X Link](https://x.com/TheBenSchmark/status/2017005731753443504)  2026-01-29T22:43Z [----] followers, [----] engagements


"The market is starting to figure out that $ZM is different: a direct AI winner that is also already cheap on FCF. Instead of Claude risk theres Claude reward. A strategic takeout candidate. Better before the Anthropic IPO The Great Software Meltdown https://t.co/dYzFUOcpHr The Great Software Meltdown https://t.co/dYzFUOcpHr"  
[X Link](https://x.com/TheBenSchmark/status/2017235048307609769)  2026-01-30T13:54Z [----] followers, [----] engagements


"A few of $KMX diamond-hands are finally starting to sell. Kudos to Giverny for acknowledging the issues. A great-to-good that might actually be transitioning to not good. Still bearish. Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more management misdirection etc Still sports an inappropriately high multiple that ought to come down IMHO Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more"  
[X Link](https://x.com/TheBenSchmark/status/2017297249210888589)  2026-01-30T18:01Z [----] followers, [----] engagements


"Claude have mercy $ZM AI can capture much larger markets than traditional software. https://t.co/ws49uE06X2 AI can capture much larger markets than traditional software. https://t.co/ws49uE06X2"  
[X Link](https://x.com/TheBenSchmark/status/2017318510712520942)  2026-01-30T19:26Z [----] followers, [----] engagements


"Long $ZM Short Softbank/Oracle/Microsoft What is the best publics expression of long Anthropic short OAI What is the best publics expression of long Anthropic short OAI"  
[X Link](https://x.com/TheBenSchmark/status/2017649236469223733)  2026-01-31T17:20Z [----] followers, [----] engagements


"$ZM has a place in every software portfolio in the current zeitgeist. A trade and a hedge. Anthropic investment and integration makes it an AI Winner Already high margins Cheap on FCF & earnings Buying back stock & shrinking share count [----] organic re-acceleration Wow https://t.co/peiB522fSD Wow https://t.co/peiB522fSD"  
[X Link](https://x.com/TheBenSchmark/status/2017972640128930142)  2026-02-01T14:45Z [----] followers, 10.1K engagements


"@stockgutter Its unclear if youre buying Anthropic and getting Zoom for free or buying Zoom and getting Anthropic for free. Time will tell $ZM $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may"  
[X Link](https://x.com/TheBenSchmark/status/2018000655277756851)  2026-02-01T16:37Z [----] followers, [----] engagements


"There will be ramps and drops but Anthropic business use is RAMPING now. Zoom in $ZM there's a really messy discourse right now about openai vs anthropic in enterprise and i just want everyone to remember that Ramp has the most granular credible business spend data out there https://t.co/iVCVdXYWWa there's a really messy discourse right now about openai vs anthropic in enterprise and i just want everyone to remember that Ramp has the most granular credible business spend data out there https://t.co/iVCVdXYWWa"  
[X Link](https://x.com/TheBenSchmark/status/2018329710061621523)  2026-02-02T14:24Z [----] followers, [----] engagements


"RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake $ZM has a place in every software portfolio in the current zeitgeist. A trade and a hedge. Anthropic investment and integration makes it an AI Winner Already high margins Cheap on FCF & earnings Buying back stock & shrinking share count [----] organic re-acceleration $ZM has a place in every software portfolio in the current"  
[X Link](https://x.com/TheBenSchmark/status/2018356073246142828)  2026-02-02T16:09Z [----] followers, [----] engagements


"Its happening. $CENX gets $200m from TerraWulf for HPC/AI campus and 7% non-dilutive stake in Rylan Data. Century Aluminum is an aluminum play and now an AI company Midwest premium keeps going up. LME keeps going up. $CENX [----] numbers need to go up a lot more. [---] MW of AI datacenter power deal just gravy. US government investment just gravy. https://t.co/g4uxENWb3C Midwest premium keeps going up. LME keeps going up. $CENX [----] numbers need to go up a lot more. [---] MW of AI datacenter power deal just gravy. US government investment just gravy. https://t.co/g4uxENWb3C"  
[X Link](https://x.com/TheBenSchmark/status/2018439117638451433)  2026-02-02T21:39Z [----] followers, [----] engagements


"$ZM We arent talking enough just how much AI in coding has accelerated in the last month alone. https://t.co/4I22viJOl5 We arent talking enough just how much AI in coding has accelerated in the last month alone. https://t.co/4I22viJOl5"  
[X Link](https://x.com/TheBenSchmark/status/2018701208488218803)  2026-02-03T15:00Z [----] followers, [----] engagements


"$EGHT ripping up 28% on AI-enabled voice/communications revenues. Zooms AI-enabled traction also picking up. Channel commentary strong. $ZM earnings call will be fun: AI re-acceleration questions on Anthropic ownership lower share-count. Could be quite the vol event RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake https://t.co/YVsM9OKYEb RBC highlights $ZM as insulated from AI"  
[X Link](https://x.com/TheBenSchmark/status/2018817648537329747)  2026-02-03T22:43Z [----] followers, [----] engagements


"Everyones talking about Anthropic risk. But nobodys talking about Anthropic reward. Uncle Jamal on $ZM @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv"  
[X Link](https://x.com/TheBenSchmark/status/2019049714302210175)  2026-02-04T14:05Z [----] followers, [----] engagements


"Meta or Cisco should buy $ZM ZoomAIZoom Spaces60fpsCisco https://t.co/8S04BDYz0x Zoom AI Companion3.0AIAIAIZoom Spaces Zoom $ZM https://t.co/IbKTqCZABa ZoomAIZoom Spaces60fpsCisco https://t.co/8S04BDYz0x Zoom AI Companion3.0AIAIAIZoom Spaces Zoom $ZM https://t.co/IbKTqCZABa"  
[X Link](https://x.com/TheBenSchmark/status/2019063585683448230)  2026-02-04T15:00Z [----] followers, [----] engagements


"DRAM and US Aluminum look similar $MU $CENX"  
[X Link](https://x.com/TheBenSchmark/status/2019087458495791370)  2026-02-04T16:35Z [----] followers, [----] engagements


"The market is starting to figure out $ZM is different. An actual AI-winner owns a chunk of Anthropic thats actually cheap on FCF and re-accelerating with its own AI tools and vast trove of unstructured data Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes against two giga-competitors that each offer FREE alternatives to its product. It is also the ONLY player that is green. Gives one optimism for incumbents battling against new AI https://t.co/IDBJeCyiNM Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes"  
[X Link](https://x.com/TheBenSchmark/status/2019272133508231675)  2026-02-05T04:49Z [----] followers, [----] engagements


"Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise as it potentially pursues an IPO This was the first analyst on the street to dimension Anthropic. More to come. When does Cathie Wood come back in https://t.co/ExAHKWhzid Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could"  
[X Link](https://x.com/TheBenSchmark/status/2019409241258508595)  2026-02-05T13:54Z [----] followers, 15.1K engagements


"@_SeanDavid Wolfe dimensioned $ZM Anthropic value upto $3.2bn at current marks and upside on road to IPO. Pretty bullish on Voice AI too Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in 2024"  
[X Link](https://x.com/TheBenSchmark/status/2019424907122340306)  2026-02-05T14:56Z [----] followers, [---] engagements


"Is there anyone who thinks Anthropic wont be a $2+ trillion company as it expands to other industries and extends reach from enterprise to consumer I want as much exposure to Anthopic as I can $ZM HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI tool that caused: $285 billion wiped out across software finance and asset management stocks 6% drop in Goldman's software basket (biggest since https://t.co/YJbUjqCvkX HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI"  
[X Link](https://x.com/TheBenSchmark/status/2019429252974919731)  2026-02-05T15:13Z [----] followers, [----] engagements


"WSJ exclusive: @Citrini7 was right. The indices will eat SpaceX and Anthropic. We are all going to own them at much higher prices. I would rather own Anthropic at a much lower valuation $ZM Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic *NOW* before it raises at higher rounds and IPOs. TINA. https://t.co/eC5Au0sPtv Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but"  
[X Link](https://x.com/TheBenSchmark/status/2019439402448015474)  2026-02-05T15:54Z [----] followers, [----] engagements


"@SamanthaLaDuc Possibly both $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL"  
[X Link](https://x.com/TheBenSchmark/status/2019446818820530454)  2026-02-05T16:23Z [----] followers, [---] engagements


"$ZM Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x"  
[X Link](https://x.com/TheBenSchmark/status/2019468934446031251)  2026-02-05T17:51Z [----] followers, [---] engagements


"$ZM OOOOOOO https://t.co/zIWZCdUmts OOOOOOO https://t.co/zIWZCdUmts"  
[X Link](https://x.com/TheBenSchmark/status/2019470652625846275)  2026-02-05T17:58Z [----] followers, [---] engagements


"Zoom has the a treasure of internal and external unstructured data of enterprises (the contents of every call and meeting)- immensely valuable with AI & agents that can handle it. $ZM partnered with Anthropic & *owns the equity* in Anthropic. Legit AI-winner & Anthropic-winner. AI Companion is your one-stop shop for getting work done including your quarterly review. ☑ From meeting follow-ups to instant checklists AI Companion keeps everything moving so you can flow seamlessly from one task to the next. Write your own AI Companion Prompt 👉 https://t.co/Jm9K6yozSH AI Companion is your one-stop"  
[X Link](https://x.com/TheBenSchmark/status/2019475531029242347)  2026-02-05T18:17Z [----] followers, [---] engagements


"Great piece from SemiAnalysis: Anthropic is adding more revenue every month than OpenAI The magic of Claude Code is it Just Works I dont own enough $ZM (and if this piece is right too much MSFT) CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP"  
[X Link](https://x.com/TheBenSchmark/status/2019489275033911714)  2026-02-05T19:12Z [----] followers, 21.4K engagements


"$ZM @TBU12345678 the world needs to see this chart bro https://t.co/CDYwcsU5Y3 @TBU12345678 the world needs to see this chart bro https://t.co/CDYwcsU5Y3"  
[X Link](https://x.com/TheBenSchmark/status/2019490069518717306)  2026-02-05T19:15Z [----] followers, [----] engagements


"@sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the"  
[X Link](https://x.com/TheBenSchmark/status/2019490623208788348)  2026-02-05T19:17Z [----] followers, [----] engagements


"Dario from Anthropic on an agentic AI world creating a permanent underclass. One way to avoid it is to fill gaps. Another is to simply own some Anthropic. All gaps get filled $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe"  
[X Link](https://x.com/TheBenSchmark/status/2019503964308267062)  2026-02-05T20:10Z [----] followers, [----] engagements


"Folks are zooming in and wont miss-anthropic $ZM Flirting with becoming a Zoom bull $ZM Flirting with becoming a Zoom bull $ZM"  
[X Link](https://x.com/TheBenSchmark/status/2019765602680705528)  2026-02-06T13:30Z [----] followers, [----] engagements


"@negligible_cap SKM is fine but I prefer to zoom out and look at the big picture $ZM. Zoom also owns other valuable assets like Perplexity. @sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers @sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers"  
[X Link](https://x.com/TheBenSchmark/status/2019790974898045170)  2026-02-06T15:11Z [----] followers, [---] engagements


"Aluminum Midwest Premium chart still looks like DRAM. $CENX realizations for Q4 [----] and [----] means numbers need to go up for a while. If only they get a $WULF multiple for their new datacenter asset 🤷♂ Timna first-take estimate is $500-$550m of value added at $CENX by new AI datacenter. Doesnt add $4 to $61 PT ($65) yet awaiting details. I think it will end up being more. https://t.co/MG1Tif7Qro Timna first-take estimate is $500-$550m of value added at $CENX by new AI datacenter. Doesnt add $4 to $61 PT ($65) yet awaiting details. I think it will end up being more. https://t.co/MG1Tif7Qro"  
[X Link](https://x.com/TheBenSchmark/status/2019797837345599984)  2026-02-06T15:38Z [----] followers, [----] engagements


"After Sonnet [--] every finance bro and tech bro is going to want to own some Anthropic. After the Super Bowl ad retail degens and WSB will want to Zoom zoom zoom $ZM Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl"  
[X Link](https://x.com/TheBenSchmark/status/2019807103804940312)  2026-02-06T16:15Z [----] followers, [----] engagements


"The sell side is slowly coming around on $ZM. The buyside might be soon too Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL"  
[X Link](https://x.com/TheBenSchmark/status/2019809319248896298)  2026-02-06T16:24Z [----] followers, [----] engagements


"Re-upping this in light of $CENX building the first new American aluminum smelter since [----]. When will the US government invest in the equity Which entity will make the next capital injection into Century Aluminum $CENX Which entity will make the next capital injection into Century Aluminum $CENX"  
[X Link](https://x.com/TheBenSchmark/status/2019826885895848411)  2026-02-06T17:33Z [----] followers, [----] engagements


"@JerryCap Very bearish HOOD"  
[X Link](https://x.com/TheBenSchmark/status/2019840976357929411)  2026-02-06T18:29Z [----] followers, [---] engagements


"Is this a $ZM batsignal 🦇 👀 Super Bowl ad could be a big vol event And of course the earnings call this month where they mark up Anthropic stake and talk about it someone must be eating a bat somewhere as we speak $ZM https://t.co/wQXIaoSFod someone must be eating a bat somewhere as we speak $ZM https://t.co/wQXIaoSFod"  
[X Link](https://x.com/TheBenSchmark/status/2019856752762843400)  2026-02-06T19:32Z [----] followers, [----] engagements


"How many analysts & PMs are going to subscribe to paid versions of Anthropic Claude this weekend How many will ask which US publicly traded company has the highest ownership of Anthropic as a % of EV and get wrong answers without re-prompting Correct answer: Zoom $ZM Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of dislocating or disrupting' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of"  
[X Link](https://x.com/TheBenSchmark/status/2020554226833731779)  2026-02-08T17:44Z [----] followers, 19K engagements


"Today the finance guys ask this question. Tomorrow everyone who watched the Super Bowl Answer: Zoom $ZM How do I buy Anthropic How do I buy Anthropic"  
[X Link](https://x.com/TheBenSchmark/status/2020557003718889677)  2026-02-08T17:55Z [----] followers, [----] engagements


"@evrgn11112231 $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL"  
[X Link](https://x.com/TheBenSchmark/status/2020557365980869056)  2026-02-08T17:56Z [----] followers, [---] engagements


"Wolfes Zukin with weekend thoughts on SaaS Claude Cowork plugins and voice-AI. Notes Zoom $ZM upgrade for accelerating secular momentum low valuation and AI optionality. But lets not bury the lede: direct Anthropic exposure Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus"  
[X Link](https://x.com/TheBenSchmark/status/2020622828500906314)  2026-02-08T22:16Z [----] followers, [----] engagements


"A few of Wolfes checks on Zoom channel partners and ecosystem seem quite notable. Looking forward to the $ZM earnings call this month Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in 2024"  
[X Link](https://x.com/TheBenSchmark/status/2020867982428172388)  2026-02-09T14:30Z [----] followers, [----] engagements


"Investors with mettle should read Bernsteins @brbobbr [--] page primer on the chemistry innovations & economics of copper leaching. Perhaps a cap on the super-cycle Cure for high prices is high prices with a dash of innovation Uncle Jamal probably"  
[X Link](https://x.com/TheBenSchmark/status/2020985843138105665)  2026-02-09T22:19Z [----] followers, [----] engagements


"Not sure why folks would want to pay much for Americolds $COLD older and less automated facilities when there is significant oversupply of higher quality assets as their pricing comes down and hasnt found a floor 🤷♂ @evan_lorenz @taobanker $COLD facilities are older shorter & less automated than industry & $LINE and in need of significant maintainence capex. As you pointed out growth capex highly suspect. Large delta betw physical & economic occupancy & deteriorating quality of earnings. See other posts. https://t.co/AqI31H7Dn7 @evan_lorenz @taobanker $COLD facilities are older shorter &"  
[X Link](https://x.com/TheBenSchmark/status/1998773290530148699)  2025-12-10T15:14Z [----] followers, [----] engagements


"Comments on $COLD pitch: [--]. Fixed agreements above spot in oversupplied market are a downside risk. Company admits pricing will decline [--]. Declining EBITDA barely any real FCF & divvy at risk [--]. Losing share to new supply. Irreplaceable [--]. Pricing down too. Labor costs up. $COLD economic occupancy eroding as leases roll pricing is going down and industry still significantly oversupplied. But yes the activist is correct that if they sell assets in an oversupplied market at high multiples EBITDA goes up & it gets 15x multiple stock goes up https://t.co/LEgryXsQOb $COLD economic occupancy"  
[X Link](https://x.com/TheBenSchmark/status/1999530916666909085)  2025-12-12T17:24Z [----] followers, [----] engagements


"@RecoveryTrade Anything could happen. Not sure why they would overpay for the oldest (worst) least automated & most physically vacant assets during a period of oversupply with tons of new automated capacity around. And risky fixed contract book thats rolling off. $LINE assets $COLD"  
[X Link](https://x.com/TheBenSchmark/status/1999534607121682846)  2025-12-12T17:39Z [----] followers, [----] engagements


"GLOO holdings has a spray-and-pray strategy and stock relies on faith"  
[X Link](https://x.com/TheBenSchmark/status/2000584528755151249)  2025-12-15T15:11Z [----] followers, [----] engagements


"$LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD https://t.co/PmdkCtxCfh Ooh RBC slips in the money insight on cold"  
[X Link](https://x.com/TheBenSchmark/status/2000667452707926272)  2025-12-15T20:41Z [----] followers, [----] engagements


"JPM taking down $LINE estimates for both [----] and [----]. Neither demand nor supply looking good $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 https://t.co/ftRybOy7Yj $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their"  
[X Link](https://x.com/TheBenSchmark/status/2001008371705716929)  2025-12-16T19:15Z [----] followers, [----] engagements


"MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 https://t.co/ftRybOy7Yj $LINE had some interesting cost initiatives in their recent investor forum"  
[X Link](https://x.com/TheBenSchmark/status/2001010410812797152)  2025-12-16T19:23Z [----] followers, [----] engagements


"Industry headwinds mentioned by MS would hurt $COLD even more given huge fixed contract book due to roll over in [----] at lower rents and more levered balance sheet. A dividend cut might be prudent MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. https://t.co/gC48uFPIxR MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note"  
[X Link](https://x.com/TheBenSchmark/status/2001021947354996793)  2025-12-16T20:09Z [----] followers, [----] engagements


"Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for $COLD & $LINE Notes that older-vintage assets (like $COLD) need to come out MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. https://t.co/gC48uFPIxR MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they"  
[X Link](https://x.com/TheBenSchmark/status/2001701567582417390)  2025-12-18T17:10Z [----] followers, [----] engagements


"Baird: The other element that has us somewhat skiddish is the potential wind-down of BGLHs stake in $LINE some initial investors struggling with with non-LINE related cold storage investments and may seek to exit their positions 👀 @TheBenSchmark Your coverage of the cold storage REIT dynamics has been exceptional thank you Can you explain the put option why it exists / will be cash settled Do you have a view on how BLGH will settle up with its investors - sell stock to make cash distributions Or distribute stock @TheBenSchmark Your coverage of the cold storage REIT dynamics has been"  
[X Link](https://x.com/TheBenSchmark/status/2002081958571225117)  2025-12-19T18:21Z [----] followers, [----] engagements


"As an aside Lamb Weston (like many other food companies) have been rationalizing their cold storage space needs (before this quarter) and will likely continue to. Potatoes happen to be 10% of Lineage volumes. $LINE $COLD Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in [----] https://t.co/1mIx3OBacj Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in 2019"  
[X Link](https://x.com/TheBenSchmark/status/2002085926043111596)  2025-12-19T18:37Z [----] followers, [----] engagements


"Lets see if Stephen can sleigh at $COLD and which pieces Reese can firesale. Perhaps they neithercut the dividend nor their rents and keep losing share Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for $COLD & $LINE Notes that older-vintage assets (like $COLD) need to come out https://t.co/2LfSh04Tow Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for"  
[X Link](https://x.com/TheBenSchmark/status/2003111922326237234)  2025-12-22T14:34Z [----] followers, [----] engagements


"Selling the $COLD international business would be cutting the flowers & watering the weeds leaving it with old short and oversupplied US legacy facilities. On the other hand at least theres a bid for some pieces @RecoveryTrade Anything could happen. Not sure why they would overpay for the oldest (worst) least automated & most physically vacant assets during a period of oversupply with tons of new automated capacity around. And risky fixed contract book thats rolling off. $LINE assets $COLD https://t.co/ZRaXi6vq7H @RecoveryTrade Anything could happen. Not sure why they would overpay for the"  
[X Link](https://x.com/TheBenSchmark/status/2006070962907922780)  2025-12-30T18:32Z [----] followers, [----] engagements


"Kudos to @Citrini7 for adding long $ACMR to top trades for [----]. Simplifies the thesis: who can the Chinese fabs buy from Get long localization. Dont fully agree that they dont need to compete on performance (see non-Chinese customers like Hynix) but debatable @Citrini7 @rwang07 Yes $ACMR. ACM Research is US-listed Delaware incorporated and is the dominant Chinese cleaning semicap that is already growing fast and really cheap. @Citrini7 @rwang07 Yes $ACMR. ACM Research is US-listed Delaware incorporated and is the dominant Chinese cleaning semicap that is already growing fast and really cheap"  
[X Link](https://x.com/TheBenSchmark/status/2011444560644472988)  2026-01-14T14:25Z [----] followers, 43.1K engagements


"Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene Its funny how 95% of commentary on alcohol has been focused on demand debates ignoring palpable (and non-palpable) supply growth until its too late. Similar with cold storage warehouse industry which has seen significant volume capacity growth (ahead of sq ft) $COLD $LINE Its funny how 95% of commentary on alcohol has been focused on demand debates ignoring palpable (and non-palpable) supply growth until its too late. Similar with cold storage warehouse industry which has seen"  
[X Link](https://x.com/TheBenSchmark/status/2013261301133226178)  2026-01-19T14:44Z [----] followers, [----] engagements


"Would like to find new levered shorts like $LINE & $COLD that face headwinds from ✅ Oversupply ✅ Tariffs ✅ GLP-1 adoption increase ✅ AI/datacenter power ✅ (Food price) inflation ✅ Customers getting more efficient DMs open If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face *increasing* headwinds to revenue & cost in the form of GLP-1 drugs & AI mediated power costs. Bernstein notes sharp increase in [----] GLP uptake & PJM capacity auction hit price cap again https://t.co/44WFOBlcKO If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face *increasing*"  
[X Link](https://x.com/TheBenSchmark/status/2013402416813687084)  2026-01-20T00:05Z [----] followers, [----] engagements


"There is only one US listed direct play on Chinese semicap domestic substitution and growth: $ACMR [----] guide points to 26% YoY growth and given capex plans of its customers (SK Hynix CXMT YM SMIC) might be quite conservative. Still only 13.9x [----] EPS Kudos to @Citrini7 for adding long $ACMR to top trades for [----]. Simplifies the thesis: who can the Chinese fabs buy from Get long localization. Dont fully agree that they dont need to compete on performance (see non-Chinese customers like Hynix) but debatable https://t.co/GeL5BztPZR Kudos to @Citrini7 for adding long $ACMR to top trades for"  
[X Link](https://x.com/TheBenSchmark/status/2014334969523396933)  2026-01-22T13:50Z [----] followers, 20.2K engagements


"Jon Wilk did a very good job steering the $CMPO metal card business making Arculus profitable and collapsing the onerous A/B structure. Significant value creation including the spin-off value. Lets see whats next $CMPO extends its key Amex metal card contract through [----]. This contract and the Chase contract may have been the overhangs. $900m EV with $150m aEBITDA guided for [----] (including loss-making Arculus which they can hopefully sell) https://t.co/U0KYff687B $CMPO extends its key Amex metal card contract through [----]. This contract and the Chase contract may have been the overhangs."  
[X Link](https://x.com/TheBenSchmark/status/2014410002568515645)  2026-01-22T18:49Z [----] followers, [----] engagements


"Theres one US company that directly benefits from YMTC & CXMT capex ramp & domestic substitution mandate: $ACMR Its still cheap & growth might accelerate here. And it trades at a fraction of its own publicly traded sub in Shanghai. Could dual-list in HK for instant rerate WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months WOW This is big They are using complete domestic tools"  
[X Link](https://x.com/TheBenSchmark/status/2017242432404963606)  2026-01-30T14:24Z [----] followers, 10.5K engagements


"GLP-1 orals seeing accelerating adoption next gen injectables coming and affordability/access increasing. The headwinds for cold storage $LINE $COLD alcohol expensive CPG sleep apneaetc just growing When demand headwinds meet oversupply Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene https://t.co/FG8Y1GgUdN Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene https://t.co/FG8Y1GgUdN"  
[X Link](https://x.com/TheBenSchmark/status/2018384576045842847)  2026-02-02T18:02Z [----] followers, [----] engagements


"Citrini has a nose for inexorable themes: he can zoom in and zoom out $ZM Anthropic number go up Cheap on FCF & buying back stock AI tool integration accelerating access to so much valuable unstructured data Strategic takeout value for many (Meta Salesforce Cisco) @CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work on it today. A less speculative company than I would have thought. The risk is it gets Paypal-ed by MSFT but it's been surprisingly resistant to that @CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work"  
[X Link](https://x.com/TheBenSchmark/status/2019792859189129697)  2026-02-06T15:18Z [----] followers, 15.1K engagements


"Anthropic is one of the only private companies that trades at a *premium* to its last round (for good reason). Marked on $ZM balance sheet at a much lower value & will be marked up again. But really we should be valuing it on the *future* value. $2T https://forgeglobal.com/anthropic_stock/ Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic *NOW* before it raises at higher rounds and IPOs. TINA. https://t.co/eC5Au0sPtv"  
[X Link](https://x.com/TheBenSchmark/status/2019796031030931942)  2026-02-06T15:31Z [----] followers, [----] engagements


"Massively $ACMR China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr"  
[X Link](https://x.com/TheBenSchmark/status/2020608244184445268)  2026-02-08T21:18Z [----] followers, [----] engagements


"WSJ: Even that has an AI angle. Zoom is an investor in Anthropic and an analyst said in a report late last month that the stake could be worth between $2 billion and $4 billion. $ZM"  
[X Link](https://x.com/TheBenSchmark/status/2021216278304723382)  2026-02-10T13:34Z [----] followers, [---] engagements


"Next catalyst for the Anthropic Complex (TM) $ZM Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN"  
[X Link](https://x.com/TheBenSchmark/status/2021268136410980750)  2026-02-10T17:00Z [----] followers, [----] engagements


"@wintonARK What about old Ark favourite Zoom $ZM that now trades under 10x FCF and owns a chunk of another Ark favourite Anthropic https://www.ark-invest.com/articles/valuation-models/arks-zoom-model https://www.ark-invest.com/articles/valuation-models/arks-zoom-model"  
[X Link](https://x.com/TheBenSchmark/status/2021347425294901651)  2026-02-10T22:15Z [----] followers, [--] engagements


"Anthropic Complex Index (TM) gap open tomorrow $ZM Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5 Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5"  
[X Link](https://x.com/TheBenSchmark/status/2021349936911253837)  2026-02-10T22:25Z [----] followers, [----] engagements


"Now I see it and think Great another Claude plug-in coming When I was young and I saw 25% ROIC I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times. When I was young and I saw 25% ROIC I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times"  
[X Link](https://x.com/TheBenSchmark/status/2021350888116453803)  2026-02-10T22:29Z [----] followers, [----] engagements


"If Anthropic achieves AGI could it be worth [--] googol Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN"  
[X Link](https://x.com/TheBenSchmark/status/2021595943229923805)  2026-02-11T14:43Z [----] followers, [----] engagements


"Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon 💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: https://t.co/W8F0qd35ql 🔗 💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: https://t.co/W8F0qd35ql 🔗"  
[X Link](https://x.com/TheBenSchmark/status/2021611987134779587)  2026-02-11T15:47Z [----] followers, 23.6K engagements


"@zephyr_z9 Agreed. It would be great if $ACMR did a fully-fungible Hong Kong listing. It would trade at nearly twice the multiple"  
[X Link](https://x.com/TheBenSchmark/status/2021638730768166946)  2026-02-11T17:33Z [----] followers, [---] engagements


"Shoot first. Ask Claude questions later. Uncle Jamal"  
[X Link](https://x.com/TheBenSchmark/status/2021639429287456865)  2026-02-11T17:36Z [----] followers, [---] engagements


"Ironic because DOGE was rather misanthropic @snowmanllc Im way overdue for renaming the watchlist. https://t.co/UQZkha0hv9 @snowmanllc Im way overdue for renaming the watchlist. https://t.co/UQZkha0hv9"  
[X Link](https://x.com/TheBenSchmark/status/2021791683591995556)  2026-02-12T03:41Z [----] followers, [----] engagements


"@ACapitalLP If $ZM owns 1% of $10 trillion Anthropic thats $100bn. You might be more bullish than me"  
[X Link](https://x.com/TheBenSchmark/status/2022135447246545286)  2026-02-13T02:27Z [----] followers, [---] engagements


"The CompoSecure warrants $CMPOW remind me of the $ASTS & $VRT warrants Sure $CMPO beat and raised & is cheap. But this thin-float high-insider stock is David Cotes new value-creation vehicle after $VRT. With $HOOD Gold card & $COIN One card wins lets see if they can pull off Aruclus authentication win with Chase/Amex or one large M&A deal https://t.co/pYoVmnxX6g Sure $CMPO beat and raised & is cheap. But this thin-float high-insider stock is David Cotes new value-creation vehicle after $VRT. With $HOOD Gold card & $COIN One card wins lets see if they can pull off Aruclus authentication win"  
[X Link](https://x.com/TheBenSchmark/status/1953835726044291208)  2025-08-08T15:08Z [----] followers, [----] engagements


"If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face *increasing* headwinds to revenue & cost in the form of GLP-1 drugs & AI mediated power costs. Bernstein notes sharp increase in [----] GLP uptake & PJM capacity auction hit price cap again Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side) https://t.co/yknfOJCzke Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side) https://t.co/yknfOJCzke"  
[X Link](https://x.com/TheBenSchmark/status/2001672412241567865)  2025-12-18T15:14Z [----] followers, [----] engagements


"Its been almost another year now. Has AI led to even a 5% total revenue decline at any publicly traded companies What are [--] publicly-listed companies where [----] revenues will decline more than 15% because of AI (substitution or deflation) (Besides Chegg) Arent call-centers OTAs stock photos language learning supposed to be the lowest hanging fruit What are [--] publicly-listed companies where [----] revenues will decline more than 15% because of AI (substitution or deflation) (Besides Chegg) Arent call-centers OTAs stock photos language learning supposed to be the lowest hanging fruit"  
[X Link](https://x.com/TheBenSchmark/status/2010009822704587043)  2026-01-10T15:24Z [----] followers, 15.1K engagements


"This is going to be a golden age of financial and strategic M&A for cheap and cash flowing software companies that have architecture infrastructure and a distribution network wen $ZM $BILL (see thread) https://t.co/JQEWM95vhC $BILL (see thread) https://t.co/JQEWM95vhC"  
[X Link](https://x.com/TheBenSchmark/status/2019834789004546187)  2026-02-06T18:05Z [----] followers, [----] engagements


"Bernstein on [----] semiconductor sales: Both pricing & units contributed to growth. The industry has finally returned to unit growth vs pre-COVID levels with ASPs far above; revenue growth over the last several years remains dominated by pricing"  
[X Link](https://x.com/TheBenSchmark/status/2021090071986802716)  2026-02-10T05:13Z [----] followers, [----] engagements


"The $ZM earnings call this month might be a fun vol event. Business re-acceleration AI tools rollout Anthropic stake commentary and share repurchase update $ZM - $144K Call buyer https://t.co/9AVTqfHv6Q $ZM - $144K Call buyer https://t.co/9AVTqfHv6Q"  
[X Link](https://x.com/TheBenSchmark/status/2021653250496508189)  2026-02-11T18:31Z [----] followers, [----] engagements


"@oknotsomuch Ah I see youre buying the warrants to express a stronger view with non-recourse leverage. Well played. $CMPOW"  
[X Link](https://x.com/TheBenSchmark/status/1954909835142869242)  2025-08-11T14:16Z [----] followers, [--] engagements


"$SN is a thing of beauty. TD initiates with $135 target on 22x 2026E When value investors like @AggieCapitalist conservatively value SharkNinja $SN at 14x EBITDA to get to $151 wonder how the growth consumer pod and innovation folks will swirl. Index inclusion could vacuum some of the shares https://t.co/fIJAxubFii When value investors like @AggieCapitalist conservatively value SharkNinja $SN at 14x EBITDA to get to $151 wonder how the growth consumer pod and innovation folks will swirl. Index inclusion could vacuum some of the shares https://t.co/fIJAxubFii"  
[X Link](https://x.com/TheBenSchmark/status/1998841314410910078)  2025-12-10T19:44Z [----] followers, [----] engagements


"Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf"  
[X Link](https://x.com/TheBenSchmark/status/2002822792828584033)  2025-12-21T19:25Z [----] followers, [----] engagements


"In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles"  
[X Link](https://x.com/TheBenSchmark/status/2015214834120359952)  2026-01-25T00:07Z [----] followers, 570.5K engagements


"Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic *NOW* before it raises at higher rounds and IPOs. TINA. https://t.co/BWlBJctAqB https://t.co/BWlBJctAqB"  
[X Link](https://x.com/TheBenSchmark/status/2018014595911237784)  2026-02-01T17:32Z [----] followers, 212.1K engagements


"JPMorgan: Anthropic is eating the world Jabroni: Buy $ZM In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure"  
[X Link](https://x.com/TheBenSchmark/status/2018820666456465717)  2026-02-03T22:55Z [----] followers, 196.9K engagements


"Todd Combs: Michael Lewis is literally one of five smartest people Ive ever met in my life 😬"  
[X Link](https://x.com/anyuser/status/1715030297731867035)  2023-10-19T15:41Z [----] followers, 57.1K engagements


"A high ROE DuPont breakup would be composed of one entity with high margins one entity with good asset turns and one stuffed with all the leverage. Some call this $DD $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW"  
[X Link](https://x.com/anyuser/status/1793407986318156085)  2024-05-22T22:25Z [----] followers, 30.1K engagements


"$ACMR: Domestic substitution $CENX: Alu demand up supply power-constrained + DC $ZM: My top anthro-pick @KerrisdaleCap @TheBenSchmark https://t.co/1dPVTbbNli @KerrisdaleCap @TheBenSchmark https://t.co/1dPVTbbNli"  
[X Link](https://x.com/TheBenSchmark/status/2021994320317014363)  2026-02-12T17:06Z [----] followers, [----] engagements


"Anthropic might be the first $10 trillion company. Your margin is its opportunity. $ZM Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg"  
[X Link](https://x.com/TheBenSchmark/status/2022026243978506453)  2026-02-12T19:13Z [----] followers, [----] engagements


"Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Markets repriced fast https://t.co/721K9R0UPu Markets repriced fast https://t.co/721K9R0UPu"  
[X Link](https://x.com/TheBenSchmark/status/2020894677268939205)  2026-02-09T16:16Z [----] followers, 22.6K engagements


"The broadening out of the capex trade to benefit capital equipment especially in memory. AMAT in the US & $ACMR - the only US listed way to play Chinas ramping semi industry. AI trade has gotten more exciting than just long a handful of names & theres alpha in dispersion Our Dynamic AI basket - an actively managed strategy weve published for [--] years - is at all time highs & up 30% YTD. The top [--] contributors make up most of that. While weve shared every move & thesis with our subscribers a quick breakdown of the sub-themes weve been https://t.co/7taOU7x3fn Our Dynamic AI basket - an actively"  
[X Link](https://x.com/TheBenSchmark/status/2022361311758201164)  2026-02-13T17:24Z [----] followers, [----] engagements


"@rdd147 Why arent more shares sold shorts Seems like increasingly poor results a levered balance sheet and a potential dividend cut https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter"  
[X Link](https://x.com/TheBenSchmark/status/2022452143547179307)  2026-02-13T23:25Z [----] followers, [---] engagements

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