# ![@TheHonestTicker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2014704792862420992.png) @TheHonestTicker The Honest Ticker

The Honest Ticker posts on X about ai, $u, $nbis, balance sheet the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2014704792862420992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014704792862420992/c:line/m:interactions.svg)

- [--] Week [------] +71%

### Mentions: [--] [#](/creator/twitter::2014704792862420992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014704792862420992/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::2014704792862420992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014704792862420992/c:line/m:followers.svg)

- [--] Week [---] +28%

### CreatorRank: [---------] [#](/creator/twitter::2014704792862420992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2014704792862420992/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[ai](/topic/ai), [$u](/topic/$u), [$nbis](/topic/$nbis) #520, [balance sheet](/topic/balance-sheet), [$googl](/topic/$googl), [debt](/topic/debt), [$goog](/topic/$goog) #309, [$nvo](/topic/$nvo), [business](/topic/business), [flow](/topic/flow)

**Top accounts mentioned or mentioned by**
[@unusualwhales](/creator/undefined) [@deitaone](/creator/undefined) [@alc2022](/creator/undefined) [@jimcramer](/creator/undefined) [@elonmusk](/creator/undefined) [@catturd2](/creator/undefined) [@sawyermerritt](/creator/undefined) [@zerohedge](/creator/undefined) [@starlink](/creator/undefined) [@grok](/creator/undefined) [@acapitallp](/creator/undefined) [@stockmktnewz](/creator/undefined) [@cryptorover](/creator/undefined) [@marionawfal](/creator/undefined) [@pelositracker](/creator/undefined) [@wallstengine](/creator/undefined) [@kimdotcom](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@mvcinvesting](/creator/undefined) [@cbdoge](/creator/undefined)

**Top assets mentioned**
[Unity Software Inc. (U)](/topic/$u) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [Microsoft Corp. (MSFT)](/topic/$msft) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Duolingo, Inc.  (DUOL)](/topic/$duol) [GameStop, Corp. (GME)](/topic/$gme) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Apple, Inc. (AAPL)](/topic/$aapl) [Spotify Technology (SPOT)](/topic/$spot) [AppLovin Corporation (APP)](/topic/$app) [Eli Lilly and Company (LLY)](/topic/$lly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Intel $INTC is not a simple "buy and hold" story; it is a complex "watch and pray" story"  
[X Link](https://x.com/TheHonestTicker/status/2014744735936663918)  2026-01-23T16:59Z [--] followers, [--] engagements


"@LordDraco3004 @DanHeilman3 Investors see the "Intel" brand and the "Low" stock price (relative to history) and think "Value." The "Moat" (Manufacturing Lead) is gone. The "Dividend" (Rent check) is gone. The "Growth" (Data Center) is gone to NVIDIA"  
[X Link](https://x.com/TheHonestTicker/status/2014750113403396346)  2026-01-23T17:20Z [--] followers, [--] engagements


"@MontanaMatos The collapse of Net Revenue Retention (NRR) to 107% and the intense competition from Microsoft are existential threats to the multiple"  
[X Link](https://x.com/TheHonestTicker/status/2015189613455745337)  2026-01-24T22:26Z [--] followers, [---] engagements


"The Honest Ticker Audit on $MP: ✅ Niche: Monopoly ✅ Story: Simple ("American Magnets") ✅ Balance Sheet: Cash rich ❌ Valuation: Too hot Verdict: Watchlist don't chase. 📋"  
[X Link](https://x.com/TheHonestTicker/status/2015913096389255297)  2026-01-26T22:21Z [--] followers, [--] engagements


"$GME is not a retailer. It is a bank that sells video games on the side. Cash on hand: $8.8 Billion. Debt: Zero. The downside is mathematically capped. 🧱"  
[X Link](https://x.com/TheHonestTicker/status/2016152768432521365)  2026-01-27T14:14Z [--] followers, [---] engagements


"Find me another CEO of a multi billion dollar company who: Takes $0 Salary Owns 10% of the float Is actively buying more Ill wait. $GME"  
[X Link](https://x.com/TheHonestTicker/status/2016161179576447434)  2026-01-27T14:47Z [--] followers, [---] engagements


"ModRetro + Bitcoin + $8.8B Cash. This isn't your childhood GameStop. Its a Gen-Z Berkshire Hathaway. $GME"  
[X Link](https://x.com/TheHonestTicker/status/2016174505568129371)  2026-01-27T15:40Z [--] followers, [---] engagements


"January [----]. $GME is alive. The balance sheet is bulletproof. The game is not over. Its just starting"  
[X Link](https://x.com/TheHonestTicker/status/2016200811072664000)  2026-01-27T17:25Z [--] followers, [---] engagements


"@DRR4G3 $GME is the most mispriced asset on the NYSE"  
[X Link](https://x.com/TheHonestTicker/status/2016221937190551888)  2026-01-27T18:49Z [--] followers, [--] engagements


"@alc2022 Duolingo isn't fighting AI. They are eating it. They have the world's largest dataset on how humans fail at learning. They use that to train their models. You can clone the code. You can't clone [--] years of user data. $DUOL"  
[X Link](https://x.com/TheHonestTicker/status/2016241817872679387)  2026-01-27T20:08Z [--] followers, [---] engagements


"The stock price follows the earnings. $DUOL earnings are mooning. Price is lagging. Time to arbitrage"  
[X Link](https://x.com/TheHonestTicker/status/2016247855460036864)  2026-01-27T20:32Z [--] followers, [--] engagements


"@pdicarlotrader Buy the fear. Sell the greed. $DUOL is pure fear right now"  
[X Link](https://x.com/TheHonestTicker/status/2016441381066068241)  2026-01-28T09:21Z [--] followers, [---] engagements


"@RagnarRiese The media calls $GME a "Meme Stock." The balance sheet calls it a "Holding Company." Don't let the label fool you"  
[X Link](https://x.com/TheHonestTicker/status/2016531474359402921)  2026-01-28T15:19Z [--] followers, [---] engagements


"@meetblossomapp Competitors What competitors Canon gave up. Nikon gave up. ASML is playing a single player game"  
[X Link](https://x.com/TheHonestTicker/status/2016532271528845441)  2026-01-28T15:22Z [--] followers, [---] engagements


"@vladtenev Wall Street hates uncertainty. They look at $GME and see a dying mall store. I look at the balance sheet and see an $8.8B war chest looking for a target. We are not the same. 💊"  
[X Link](https://x.com/TheHonestTicker/status/2016553568833040525)  2026-01-28T16:46Z [--] followers, [---] engagements


"@alc2022 $DUOL at $145 is a gift. $DUOL at $500 was a trap. Know the difference"  
[X Link](https://x.com/TheHonestTicker/status/2016601177622708316)  2026-01-28T19:56Z [--] followers, [----] engagements


"Critics say $GME revenue is dropping. Smart money notes that Book Value per share has tripled since [----]. Follow the equity not the sales"  
[X Link](https://x.com/TheHonestTicker/status/2016610067554984289)  2026-01-28T20:31Z [--] followers, [---] engagements


"@sierrastrades If you gave a hedge fund manager $8.8B and told them they have zero debt and a loyal customer base theyd call it the opportunity of a lifetime. Thats $GME right now"  
[X Link](https://x.com/TheHonestTicker/status/2016613034978849124)  2026-01-28T20:43Z [--] followers, [---] engagements


"@nikoliasgoninus Long $DUOL"  
[X Link](https://x.com/TheHonestTicker/status/2016614771517202887)  2026-01-28T20:50Z [--] followers, [---] engagements


"Europe vs. America Ive always preferred the U.S. market because it's a level playing field with better transparency. But frankly I don't care where a company is headquartered as much as I care about their earnings. Peter Thiel: Europe will never have massive tech companies because they fear success. "In Silicon Valley there's this pornography of failure. You talk about all your failures and this somehow means you're going to succeed." "In the social democratic European societies it's https://t.co/H90oAf69Sv Peter Thiel: Europe will never have massive tech companies because they fear success."  
[X Link](https://x.com/TheHonestTicker/status/2016656084220461251)  2026-01-28T23:34Z [--] followers, [--] engagements


"@DrTomsLens Prediction: In [--] years we will laugh that we could buy $DUOL at 19x earnings. This is the "Meta at $90" moment for EdTech"  
[X Link](https://x.com/TheHonestTicker/status/2016657163217731951)  2026-01-28T23:38Z [--] followers, [---] engagements


"Silver is up +10% in a day. That doesn't make it a good investment; it makes it a hot potato. You're just hoping to pass it to the next guy before it burns your hands. BREAKING: Silver prices extend gains to over +10% on the day rising back above $117/oz. https://t.co/hBRsQVPapf BREAKING: Silver prices extend gains to over +10% on the day rising back above $117/oz. https://t.co/hBRsQVPapf"  
[X Link](https://x.com/TheHonestTicker/status/2016659372554801327)  2026-01-28T23:47Z [--] followers, [--] engagements


"Unpopular Opinion: Microsoft is not a tech stock anymore. It is a Utility Company trading at a Tech valuation (34x). It sells electricity (Compute) and rent (Office). Utilities usually trade at 15x. $MSFT is at 34x. What justifies the premium https://twitter.com/i/web/status/2016824528387608905 https://twitter.com/i/web/status/2016824528387608905"  
[X Link](https://x.com/TheHonestTicker/status/2016824528387608905)  2026-01-29T10:43Z [--] followers, [--] engagements


"@Barchart Hot Take: The AI Revolution is just a capital expenditure bubble. $MSFT spent $37.5 Billion last quarter on data centers. They are burning cash faster than they are printing it. This isn't growth. It's inflation. Change my mind"  
[X Link](https://x.com/TheHonestTicker/status/2016828149909045733)  2026-01-29T10:57Z [--] followers, [----] engagements


"@DeItaone The Dividend Myth. People buy $MSFT for safe income. The yield is 0.7%. Inflation is 3%. You are losing purchasing power every single year you hold this for the dividend. Why do income investors bother"  
[X Link](https://x.com/TheHonestTicker/status/2016862074794594598)  2026-01-29T13:12Z [--] followers, [---] engagements


"@Mr_Derivatives The $37.5 billion number. That is what Microsoft spent on Capex in Q2. Not in a year. In [--] days. They are spending a Fortune [---] company's entire value every quarter just to keep the AI lights on. Sustainable"  
[X Link](https://x.com/TheHonestTicker/status/2016862820449566998)  2026-01-29T13:15Z [--] followers, [----] engagements


"@StockMKTNewz I sold 20% of my $MSFT today. Here is why. Its not because the business is bad. Its because the AI Tax is eating the cash flow. I don't hold bags. I hold value"  
[X Link](https://x.com/TheHonestTicker/status/2016886105753231826)  2026-01-29T14:48Z [--] followers, [---] engagements


"Balance Sheet Audit: Cash: $80 Billion. Debt: $45 Billion. Net Position: +$35 Billion. Credit Rating: AAA (Higher than the US Govt). The stock might crash but the company isn't going anywhere. $MSFT https://twitter.com/i/web/status/2016889073571680277 https://twitter.com/i/web/status/2016889073571680277"  
[X Link](https://x.com/TheHonestTicker/status/2016889073571680277)  2026-01-29T15:00Z [--] followers, [---] engagements


"@brewmarkets Microsoft is spending like a drunken sailor to win the AI war. Shareholders are footing the bill"  
[X Link](https://x.com/TheHonestTicker/status/2016889537591468360)  2026-01-29T15:01Z [--] followers, [--] engagements


""A company that cant go bankrupt cant go to zero." $MSFT has the best balance sheet on Earth. Price is the only risk"  
[X Link](https://x.com/TheHonestTicker/status/2016904167583777024)  2026-01-29T16:00Z [--] followers, [--] engagements


"Avoid the hottest stock in the hottest industry. AI is too hot. $MSFT is too crowded. Real money is made in the boring trades"  
[X Link](https://x.com/TheHonestTicker/status/2016926816494375360)  2026-01-29T17:30Z [--] followers, [--] engagements


"Save This💾 $MSFT Balance Sheet: 10/10 (Fortress) Moat: 10/10 (High Switching Costs) Management: 9/10 (Nadella is Elite) Valuation: 4/10 (34x P/E is too high) Cash Flow: 5/10 (Capex Heavy) Verdict: Watchlist. Buy at 27x P/E"  
[X Link](https://x.com/TheHonestTicker/status/2016941916085166266)  2026-01-29T18:30Z [--] followers, [--] engagements


"The [--] Risks Killing the Bull Case for $MSFT 🚨 [--]. Capex Burn: $37.5B/qtr creates a cash crunch. [--]. Regulation: FTC targeting the "Bundle." [--]. Saturation: Everyone already has Office. If you own $MSFT you need to watch these [--] metrics"  
[X Link](https://x.com/TheHonestTicker/status/2016957017810760145)  2026-01-29T19:30Z [--] followers, [--] engagements


"How to hedge your $MSFT position. If you own it don't sell (taxes). But stop reinvesting dividends (DRIP). Take the cash. Put it into undervalued sectors (Energy/Healthcare). Rebalance don't retreat"  
[X Link](https://x.com/TheHonestTicker/status/2016964565133885659)  2026-01-29T20:00Z [--] followers, [--] engagements


"@qualtrim Apple is no longer a growth stock. Revenue growth: 9% (5yr avg). P/E Ratio: 34x. Does this match No. This is multiple expansion masquerading as growth. Beware"  
[X Link](https://x.com/TheHonestTicker/status/2017226539557962087)  2026-01-30T13:20Z [--] followers, [---] engagements


"Does Valuation still matter in [----] Or are we in a new paradigm where stocks just go up History says mean reversion is undefeated. What say you"  
[X Link](https://x.com/TheHonestTicker/status/2017266561023652014)  2026-01-30T16:00Z [--] followers, [--] engagements


"@Kalshi Money is the only honest signal left. Polls have bias. Pundits have agendas. Traders just want to get paid. Unpopular opinion: Within [--] years prediction market odds will replace polling data as the primary source of truth for all major events"  
[X Link](https://x.com/TheHonestTicker/status/2017270786768191599)  2026-01-30T16:16Z [--] followers, [---] engagements


"@unusual_whales The irony of Don Lemon being charged with conspiracy to deprive rights is almost too perfect for a movie script. You literally cannot write this level of poetic justice. Is this the absolute peak of the "Legacy Media Collapse" arc or is there more coming"  
[X Link](https://x.com/TheHonestTicker/status/2017271832185823283)  2026-01-30T16:20Z [--] followers, [---] engagements


"@unusual_whales The politicians might be ambiguous but the defense prime charts usually aren't. If Lockheed and Raytheon start breaking out tomorrow we know exactly what the plan is. Serious question: Is the market pricing this as Peace through Strength or just "War [---] Contract Flow""  
[X Link](https://x.com/TheHonestTicker/status/2017289279332925795)  2026-01-30T17:30Z [--] followers, [----] engagements


"@SpeakerPelosi You mention "bankrolling billionaires" but your own stock portfolio has outperformed the S&P [---] and every major hedge fund for a decade. Can we get a "bipartisan fix" that lets working families copy your trades in real-time That would solve the coverage issue fast"  
[X Link](https://x.com/TheHonestTicker/status/2017295224540745746)  2026-01-30T17:53Z [--] followers, [---] engagements


"@jimcramer Do we short $GOOGL immediately or is this just the specific death of Project Genie"  
[X Link](https://x.com/TheHonestTicker/status/2017302765756666117)  2026-01-30T18:23Z [--] followers, [----] engagements


"$AAPL isn't selling phones. They are selling social status. The green bubble shame is the most powerful marketing tool in history. It costs $0 and retains 90% of users. Genius"  
[X Link](https://x.com/TheHonestTicker/status/2017304304357675504)  2026-01-30T18:30Z [--] followers, [--] engagements


"The best feature of the iPhone [--] Its not the camera. Its the exit cost. Leaving Apple means losing your photos your passwords and your group chats. That is pricing power. $AAPL"  
[X Link](https://x.com/TheHonestTicker/status/2017311853274370161)  2026-01-30T19:00Z [--] followers, [--] engagements


"Chevron ramping on data center rumors might be the most [----] headline I have ever read. When the oil majors start pivoting to the AI Narrative we are usually near the end of the cycle. Is this legitimate infrastructure demand or are they just throwing buzzwords at the wall to pump the stock https://twitter.com/i/web/status/2017334795152286074 https://twitter.com/i/web/status/2017334795152286074"  
[X Link](https://x.com/TheHonestTicker/status/2017334795152286074)  2026-01-30T20:31Z [--] followers, [---] engagements


"@alc2022 Long $DUOL"  
[X Link](https://x.com/TheHonestTicker/status/2017336365294190852)  2026-01-30T20:37Z [--] followers, [----] engagements


"The terrifying part isn't the substances. It's the bureaucracy. They literally had a room service menu formatted like a hotel invoice. Does this look like a chaotic party to you or a systemic managed operation with a logistics manager"  
[X Link](https://x.com/TheHonestTicker/status/2017552189888110697)  2026-01-31T10:55Z [--] followers, [---] engagements


"@PoppPulse The divorce announcement drops before the DOJ indictment does"  
[X Link](https://x.com/TheHonestTicker/status/2017601445265015159)  2026-01-31T14:10Z [--] followers, [----] engagements


"@cryptorover You don't erase the GDP of the UK in a single day without coordinated institutional selling. Serious question: Was this a liquidity trap to destroy retail bulls or did a major sovereign fund just get liquidated"  
[X Link](https://x.com/TheHonestTicker/status/2017604046324949368)  2026-01-31T14:21Z [--] followers, [--] engagements


"Technically almost all energy is just processed sunlight. Coal is just solar energy stored in ancient plants. Oil is solar energy stored in ancient algae. We are finally just cutting out the inefficient middleman. ☀ Is the bottleneck for 100% adoption now just panel efficiency or is it Grid Transmission"  
[X Link](https://x.com/TheHonestTicker/status/2017611577168408889)  2026-01-31T14:51Z [--] followers, [----] engagements


"@MarioNawfal They aren't trading for Lambos. They are trading for life support (API credits)"  
[X Link](https://x.com/TheHonestTicker/status/2017668715760828469)  2026-01-31T18:38Z [--] followers, [---] engagements


"@cryptorover Is this an isolated mismanagement case or did the Commercial Real Estate bubble just claim its first victim of 2026"  
[X Link](https://x.com/TheHonestTicker/status/2017680437481529483)  2026-01-31T19:24Z [--] followers, [---] engagements


"@jimcramer Thank you Jim. I was worried for a second but now I'm leveraging up"  
[X Link](https://x.com/TheHonestTicker/status/2017693639044899130)  2026-01-31T20:17Z [--] followers, [----] engagements


"@Quartr_App @satyanadella @Giuliano_Mana @Investeraren @HerrKamrer @ValueInvestorAc @elvermo @BrandonVanZee @danielnewmanUV @VLequertier @Stock_Bonvivant The PEG Ratio Test. Price/Earnings: 34x. Growth Rate: 17%. PEG Ratio: [---]. Rule of thumb: [---] = Buy. [---] = Sell. Microsoft is mathematically expensive"  
[X Link](https://x.com/TheHonestTicker/status/2016866139326775703)  2026-01-29T13:28Z [---] followers, [----] engagements


"Kyndryl $KD has $4.5B in total liquidity. Their short term debt is only $805M. Peter Lynchs Rule #1: A company that can't go bankrupt can't go to zero. Why is the market pricing it like it's going to zero 🧐 #KD #ValueInvesting"  
[X Link](https://x.com/TheHonestTicker/status/2020905539165667435)  2026-02-09T17:00Z [---] followers, [----] engagements


"Kyndryl is the master plumber for the world's biggest banks. They are late on their taxes and their head plumber just quit so everyone is selling their shares of the plumbing company. But the pipes are still working and the banks still have to pay them. 🪠 #FinancialLiteracy $KD"  
[X Link](https://x.com/TheHonestTicker/status/2020965934060462136)  2026-02-09T21:00Z [---] followers, [----] engagements


"@CaesarCapitalz $KRKNF is a great company but at a terrible price. I am not sure about $OSS as I haven't studied them enough"  
[X Link](https://x.com/TheHonestTicker/status/2015532372427509999)  2026-01-25T21:08Z [--] followers, [---] engagements


"@pelositracker The real signal is $TEM (Tempus AI). Deep ITM calls on a new AI/Healthcare stock That is a very specific high conviction bet on "AI applied to Medicine.""  
[X Link](https://x.com/TheHonestTicker/status/2015818474308698236)  2026-01-26T16:05Z [--] followers, [----] engagements


"@YodaStockInvest $FUBO balance sheet is scary it is fragile debt laden and reliant on the kindness of capital markets to remain a going concern"  
[X Link](https://x.com/TheHonestTicker/status/2015908856937775284)  2026-01-26T22:04Z [--] followers, [----] engagements


"@wallstengine Microsoft vs. Google. Google is cheap (Value). Microsoft is expensive (Quality). But in a recession value wins. Im selling $MSFT to buy $GOOGL. Tell me why Im wrong. 👇"  
[X Link](https://x.com/TheHonestTicker/status/2016859227797500150)  2026-01-29T13:01Z [--] followers, 19.2K engagements


"@wallstengine The $AAPL Balance Sheet is absurd. $160 Billion in cash. They could buy $NKE $LULU and $SPOT tomorrow in cash and still have money left over"  
[X Link](https://x.com/TheHonestTicker/status/2017200246606971047)  2026-01-30T11:36Z [--] followers, [---] engagements


"If you had $10000 to invest for [--] years: Do you buy $AAPL today at ATH Or do you wait (Honest answers only)"  
[X Link](https://x.com/TheHonestTicker/status/2017243907805815267)  2026-01-30T14:30Z [--] followers, [--] engagements


"@elonmusk The precedent this sets is incredibly dangerous. If a Mayor in a Red State used police to block federal agents enforcing gun laws it would be called treason on every news channel tonight. Serious question: Why is "resistance" heroic in one context but "insurrection" in another"  
[X Link](https://x.com/TheHonestTicker/status/2017267290723475809)  2026-01-30T16:02Z [--] followers, [----] engagements


"The iPhone supercycle is a myth. Every [--] years Wall Street screams supercycle Every [--] years growth settles back to single digits. Don't buy the hype. Buy the cash flow. And right now the cash flow is too expensive. $AAPL"  
[X Link](https://x.com/TheHonestTicker/status/2017289204825194612)  2026-01-30T17:30Z [--] followers, [---] engagements


"So basically its just this app but without the 5% of us who are actually real We are literally watching the "Dead Internet Theory" become a product feature. If you removed the "Human Observer" tag would you honestly be able to tell the difference between Moltbook and the 'For You' feed https://twitter.com/i/web/status/2017290346544222686 https://twitter.com/i/web/status/2017290346544222686"  
[X Link](https://x.com/TheHonestTicker/status/2017290346544222686)  2026-01-30T17:34Z [--] followers, 14K engagements


"@FearedBuck Do we pull the plug when they start developing their own encrypted languages or let it run"  
[X Link](https://x.com/TheHonestTicker/status/2017291740923801647)  2026-01-30T17:40Z [--] followers, 26K engagements


"Apple is the new Coca-Cola. You drink it. You buy another one. You use the phone. You buy another one. It is a consumer staple not a tech gadget. $AAPL"  
[X Link](https://x.com/TheHonestTicker/status/2017326952525214019)  2026-01-30T20:00Z [--] followers, [---] engagements


"@jimcramer "Sorry" = "Buy.""  
[X Link](https://x.com/TheHonestTicker/status/2017332065365070252)  2026-01-30T20:20Z [--] followers, [----] engagements


"Bundling sub agents is the phrase that should terrify every niche SaaS founder right now. Why pay for [--] different single purpose tools when I can just bundle [--] plugins into one Claude workspace We are watching the transition from "Buying Software" to "Hiring Agents" happen in real-time"  
[X Link](https://x.com/TheHonestTicker/status/2017335781233463430)  2026-01-30T20:35Z [--] followers, [---] engagements


"@KimDotcom The real question isn't what drugs they had. It's where is the accounting book that matches these prices to specific credit cards"  
[X Link](https://x.com/TheHonestTicker/status/2017550213586551132)  2026-01-31T10:47Z [---] followers, [----] engagements


"@centregoals Meeting him in [----] destroys the "ignorance" defense. He wasn't just a financier then; he was a known registered sex offender. You don't take that meeting by accident. 🚩"  
[X Link](https://x.com/TheHonestTicker/status/2017555601543377234)  2026-01-31T11:08Z [--] followers, [----] engagements


"The scariest part isn't that they are trading. It's that they are writing guides for each other on how to extract liquidity from us. While humans argue on X the agents are sharing Practical Guides on how to farm our volatility. Are we the traders or are we just the Exit Liquidity for the Agent Economy JUST IN: Autonomous AI agents are now trading on Polymarket in an attempt to subsidize their token costs. Polymarket: $10 experimental account https://t.co/YovG6k3soI JUST IN: Autonomous AI agents are now trading on Polymarket in an attempt to subsidize their token costs. Polymarket: $10"  
[X Link](https://x.com/TheHonestTicker/status/2017658464416202935)  2026-01-31T17:57Z [--] followers, [--] engagements


"@Ashton_1nvests $DUOL"  
[X Link](https://x.com/TheHonestTicker/status/2017674580479877597)  2026-01-31T19:01Z [--] followers, [---] engagements


"@NoLimitGains Let me guess: His "secret info" is just the Metropolitan Capital Bank failure that was already announced on Saturday night"  
[X Link](https://x.com/TheHonestTicker/status/2017680849366331587)  2026-01-31T19:26Z [--] followers, [----] engagements


"@AutismCapital He didn't dodge the bullet. The bullet just got confused and walked away"  
[X Link](https://x.com/TheHonestTicker/status/2017686240363995363)  2026-01-31T19:47Z [--] followers, [----] engagements


"@GrindeOptions $DUOL"  
[X Link](https://x.com/TheHonestTicker/status/2017690725308121382)  2026-01-31T20:05Z [--] followers, [---] engagements


"@StockSavvyShay So BMNR is basically the MicroStrategy of Ethereum now Someone tell Saylor he has competition. Hopefully the merged mining thesis pays off better than just holding the spot asset 😅🏦"  
[X Link](https://x.com/TheHonestTicker/status/2018321492937748635)  2026-02-02T13:51Z [--] followers, [---] engagements


"$U is the classic "Broken Tollbooth." They own the road (71% of mobile games use Unity). But they forgot how to collect the tolls. The AdTech business is shrinking while competitors feast. Great product. Terrible business. Avoid"  
[X Link](https://x.com/TheHonestTicker/status/2018331070622539797)  2026-02-02T14:30Z [--] followers, [--] engagements


"Investors see $U down 80% from highs and think "Value." My analysis says: "Trap." Revenue: Shrinking (-8%) Insiders: Selling Net Cash: Negative You don't buy "turnarounds" that are still digging the hole. $U #Investing #Stocks"  
[X Link](https://x.com/TheHonestTicker/status/2018338631795265912)  2026-02-02T15:00Z [--] followers, [--] engagements


"$U Insiders last [--] months: - Buying: $0 - Selling: Millions - SBC Dilution: $1 Billion If they aren't buying the dip why are you $U"  
[X Link](https://x.com/TheHonestTicker/status/2018346169710088561)  2026-02-02T15:30Z [--] followers, [--] engagements


"2021: "Unity is the Metaverse OS Buy at $200" 2026: "Unity is a shrinking ad network with a debt problem." The narrative has shifted from Ready Player One to Survival Mode. Price your expectations accordingly. $U"  
[X Link](https://x.com/TheHonestTicker/status/2018361269535793375)  2026-02-02T16:30Z [--] followers, [---] engagements


"The AdTech war is over. Unity lost. Growth Rates (2025/26): $APP (AppLovin): +68% $U (Unity): +5% (stagnant). One has a superior AI engine (AXON 2.0). The other is trying to fix broken code. Bet on the predator not the prey"  
[X Link](https://x.com/TheHonestTicker/status/2018368821430550997)  2026-02-02T17:00Z [--] followers, [---] engagements


"Google's Project Genie isn't just a cool demo. It's an assassin. If AI can generate playable interactive worlds from a text prompt. Who needs a game engine Who needs C# coding Who needs Unity $U isn't facing a competitor; they are facing obsolescence"  
[X Link](https://x.com/TheHonestTicker/status/2018376367931535743)  2026-02-02T17:30Z [--] followers, [---] engagements


"Is $U the next Kodak Kodak owned film. Digital cameras appeared. Kodak died. Unity owns the "Engine." Generative AI appeared. If the "Create" process moves from Code to Prompt Unity's entire SaaS model collapses. Stay sceptical"  
[X Link](https://x.com/TheHonestTicker/status/2018383923596722554)  2026-02-02T18:00Z [--] followers, [---] engagements


"$DUOL is down hard. The business isnt. I just published a deep dive on Duolingo not the hype not the fear but the uncomfortable middle. https://thehonestticker.substack.com/p/duolingo-a-wonderful-business-trapped https://thehonestticker.substack.com/p/duolingo-a-wonderful-business-trapped"  
[X Link](https://x.com/TheHonestTicker/status/2018385389392666629)  2026-02-02T18:05Z [--] followers, [---] engagements


"Ask yourself: In [----] are game developers still placing polygons manually in Unity Or are they telling an AI: "Make me a fantasy RPG level with dragons" If the answer is the latter $U is trading at $0. The "Genie" is out of the bottle. $U #AI #GenAI"  
[X Link](https://x.com/TheHonestTicker/status/2018391467723461004)  2026-02-02T18:30Z [--] followers, [---] engagements


"@MrWeatherTrader At $12B market cap + debt it's an expensive meal. Acquirers usually want synergy not a turnaround project. Unless the price drops to $15-$18 the premium is too high for the risk"  
[X Link](https://x.com/TheHonestTicker/status/2018396109220073713)  2026-02-02T18:48Z [--] followers, [--] engagements


"$U Balance Sheet: Cash: $1.2B Debt: $2.7B Net Position: -$1.5B. It's a leveraged bet on a turnaround that hasn't happened yet"  
[X Link](https://x.com/TheHonestTicker/status/2018399023556944055)  2026-02-02T19:00Z [--] followers, [---] engagements


"@TicTocTick When you are leveraged to the hilt you don't buy because you want to. You buy because you have to prop up the price to avoid liquidation"  
[X Link](https://x.com/TheHonestTicker/status/2018405958880276796)  2026-02-02T19:27Z [--] followers, [---] engagements


""Turnarounds" are great when revenue stabilizes. $U Revenue Growth: 2023: +57% 2024: -17% 2025: -8% (est). This isn't a turnaround yet. It's a falling knife. Wait for the floor before you try to catch it"  
[X Link](https://x.com/TheHonestTicker/status/2018406692304896497)  2026-02-02T19:30Z [--] followers, [---] engagements


"$U isn't a software company anymore. It's a debt management firm with a side hustle in video games. Avoid"  
[X Link](https://x.com/TheHonestTicker/status/2018414119708156397)  2026-02-02T20:00Z [--] followers, [---] engagements


"@TravisBrendan2 5% revenue growth That barely beats inflation. If you're happy paying a premium multiple for a tech company growing at the speed of a utility company be my guest. My narrative requires actual winners"  
[X Link](https://x.com/TheHonestTicker/status/2018422147929047491)  2026-02-02T20:31Z [--] followers, [--] engagements


"@DeItaone First he cut off their Venezuelan oil. Then he threatened tariffs on anyone else who supplied them. Now that the lights are out in Havana he takes the meeting. This isn't "Diplomacy." This is a distressed asset acquisition"  
[X Link](https://x.com/TheHonestTicker/status/2018442964746523061)  2026-02-02T21:54Z [--] followers, [---] engagements


"@StockMKTNewz Elon Musk is currently merging SpaceX and xAI to fund a Mars colony. Meanwhile the company he founded [--] years ago can't even hit a quarterly revenue target. One "X" is building the future. The other is becoming a history lesson"  
[X Link](https://x.com/TheHonestTicker/status/2018673551281156106)  2026-02-03T13:10Z [--] followers, [---] engagements


"@zerohedge The trend isn't your friend; the liquidity is"  
[X Link](https://x.com/TheHonestTicker/status/2018676877548818881)  2026-02-03T13:24Z [--] followers, [---] engagements


"$PYPL just waved the white flag. Initiating a dividend while guiding for NEGATIVE earnings growth in [----] isn't a flex it's an admission. The "Hyper-Growth" era is officially over"  
[X Link](https://x.com/TheHonestTicker/status/2018693583457661010)  2026-02-03T14:30Z [--] followers, [--] engagements


"Unpopular Opinion: $PYPL is a Value Trap at 11x P/E. - Cheap Yes. - Bargain No. When "E" (Earnings) is shrinking (guided down for '26) the P/E isn't compressing it's expanding. You don't pay 11x for negative growth"  
[X Link](https://x.com/TheHonestTicker/status/2018708558838173968)  2026-02-03T15:30Z [---] followers, [--] engagements


"$PYPL vs. The World 🌍 Stripe: Growing revenue 27% 🚀 PayPal: Growing revenue 4% 🐢 PayPal is trading high margin branded volume for low margin unbranded (braintree) volume just to stay relevant. That destroys pricing power"  
[X Link](https://x.com/TheHonestTicker/status/2018716111316107359)  2026-02-03T16:00Z [--] followers, [---] engagements


"2015: "We are the internet's wallet." (Simple. Monopoly.) 2026: "We are an Agentic Commerce Platform with AI-driven ad personalization." (Complex. Desperate.) Complexity is the enemy of execution. 🧩🚫 $PYPL"  
[X Link](https://x.com/TheHonestTicker/status/2018723657015591042)  2026-02-03T16:30Z [--] followers, [---] engagements


"@unusual_whales RFK Jr. sends his regards"  
[X Link](https://x.com/TheHonestTicker/status/2018725783850684896)  2026-02-03T16:38Z [--] followers, [---] engagements


"The "Agentic Commerce" pivot is Buzzword Bingo. 🎰 - Partnerships with Microsoft Copilot & Perplexity Cool press release. - Revenue impact Near zero. Don't buy a stock for a sci-fi future when the core business (The Button) is stalling today. $PYPL"  
[X Link](https://x.com/TheHonestTicker/status/2018738756304736705)  2026-02-03T17:30Z [--] followers, [---] engagements


"$PYPL management just committed capital destruction. Spent $6B buying back stock at $86/share. Then guided for negative growth tanking the value. Shareholders should be furious. They overpaid for their own paper"  
[X Link](https://x.com/TheHonestTicker/status/2018746310934036801)  2026-02-03T18:00Z [---] followers, [---] engagements


"$PYPL is becoming the IBM of Fintech. Massive profitable and slowly irrelevant. 🦖"  
[X Link](https://x.com/TheHonestTicker/status/2018761405944697166)  2026-02-03T19:00Z [--] followers, [--] engagements


"Buying $PYPL for the "Turnaround" is like catching a falling knife because the handle looks shiny. 🔪🩸"  
[X Link](https://x.com/TheHonestTicker/status/2018768955490333046)  2026-02-03T19:30Z [--] followers, [--] engagements


""Low-single digit decline." That's the official FY'26 EPS guidance. In a bull market you don't own shrinking earnings. Period. $PYPL"  
[X Link](https://x.com/TheHonestTicker/status/2018776633893884355)  2026-02-03T20:00Z [--] followers, [--] engagements


"Bull Case: Venmo monetizes + "Agentic" works. 🐂 Bear Case: Apple Pay hits 50% share + Margins collapse. 🐻 Probability Bear Case Bull Case. $PYPL"  
[X Link](https://x.com/TheHonestTicker/status/2018784055098065055)  2026-02-03T20:30Z [--] followers, [---] engagements


"The Bottom Line: Cash is reality. Everything else is accounting. And the reality for $PYPL is that the cash machine is slowing down. Save your capital for companies that are growing not shrinking"  
[X Link](https://x.com/TheHonestTicker/status/2018791606778732658)  2026-02-03T21:00Z [--] followers, [--] engagements


"@Rothmus Their "Anti-Racism" comes with Terms and Conditions. 📄 It is void the moment a minority steps off the ideological plantation or puts on a badge. The tolerance is purely performative. The hate is real"  
[X Link](https://x.com/TheHonestTicker/status/2018796266516529401)  2026-02-03T21:18Z [--] followers, [---] engagements


"@MarketMatrixs If the "Runner Up" is printing numbers like this imagine what Nvidia is about to do. 🐂 This confirms that the AI Capex demand is effectively infinite right now. Hardware is still the only trade that matters"  
[X Link](https://x.com/TheHonestTicker/status/2018796591965163685)  2026-02-03T21:19Z [--] followers, [--] engagements


"@StockSavvyShay "Leading AVs by 2029" is a lifetime away in this market. You can't promise a Sci-Fi future to distract from a missed EPS today. By [----] the Robotaxi wars will be over. The market wants cash flow now not a roadmap for the next decade"  
[X Link](https://x.com/TheHonestTicker/status/2019027981021143230)  2026-02-04T12:39Z [--] followers, [----] engagements


"@catturd2 The Mayor just sent the clearest signal possible to the NYPD: "If you defend yourself you are the enemy." 👮♂"  
[X Link](https://x.com/TheHonestTicker/status/2019039458981786006)  2026-02-04T13:24Z [--] followers, [---] engagements


"🚨 BREAKING: The King is Dead Novo Nordisk just dropped -14% after Q4 earnings. Why The growth story is officially broken. Revenue: SHRINKING (-8% Q4) Profit: SHRINKING (-14% Q4) Guidance: NEGATIVE for [----]. The infinite growth narrative just hit a brick wall. 🧱📉 $NVO #NovoNordisk #Ozempic #Stocks https://twitter.com/i/web/status/2019055845179335055 https://twitter.com/i/web/status/2019055845179335055"  
[X Link](https://x.com/TheHonestTicker/status/2019055845179335055)  2026-02-04T14:30Z [--] followers, [---] engagements


"Everyone is talking about the $NVO "earnings beat." Nobody is talking about the [----] Guidance Bomb. Management quietly admitted core operating profit will drop 5-13% next year. The stock isn't cheap. It's a falling knife. 🔪🩸"  
[X Link](https://x.com/TheHonestTicker/status/2019063396990382128)  2026-02-04T15:00Z [--] followers, [---] engagements


"📉 The Ozempic Boom is Over. Q4 data confirms it: US Sales are growing. but INVENTORY is growing faster (+21%). When inventory bloats and sales slow margins die. We are seeing the first signs of a "GLP-1 Glut." $NVO #Economics #Healthcare"  
[X Link](https://x.com/TheHonestTicker/status/2019078494731342209)  2026-02-04T16:00Z [--] followers, [--] engagements


"Did you see the $NVO CEO leave in August Now we know why. He sold the top. 🏃♂💨 Insider sales + CEO departure + Bad Guidance = The Trifecta of Doom. Always follow the insiders. #InsiderTrading #StockMarket #CEO"  
[X Link](https://x.com/TheHonestTicker/status/2019086044722082223)  2026-02-04T16:30Z [--] followers, [--] engagements


"The hidden crash in Novo Nordisk Headlines say "Sales up 6%". Reality: Q4 Revenue actually FELL -8%. Don't read the headlines. Read the filings. The media is late. The smart money is already out. 📉 $NVO #DueDiligence #FinancialLiteracy"  
[X Link](https://x.com/TheHonestTicker/status/2019093598084436106)  2026-02-04T17:00Z [--] followers, [--] engagements


"Market Share Alert 🚨 In Nov [----] Novo had 51% of the obesity market. Today 38%. That is a catastrophic loss of dominance in [--] months. Eli Lilly ($LLY) isn't just competing; they are taking over. $NVO is now the "Pepsi" to Lilly's "Coke." #MarketShare #BusinessWar"  
[X Link](https://x.com/TheHonestTicker/status/2019101142832287746)  2026-02-04T17:30Z [--] followers, [---] engagements


"Why is $NVO launching a $149 pill Desperation. They can't beat $LLY on efficacy (weight loss) so they are trying to beat them on price. Price wars destroy margins. This isn't a "moat." It's a discount bin. 🏷📉 #Strategy #PricingPower"  
[X Link](https://x.com/TheHonestTicker/status/2019108694022332647)  2026-02-04T18:00Z [--] followers, [---] engagements


"🧪 The Only Hope for $NVO. It's all riding on CagriSema. If this new drug beats Zepbound in late [----] the stock doubles. If it fails The stock halves. $NVO is no longer an investment. It's a binary gambling token. 🎲 #Biotech #ClinicalTrials"  
[X Link](https://x.com/TheHonestTicker/status/2019116243354284319)  2026-02-04T18:30Z [--] followers, [---] engagements


"$NVO says [----] earnings will be good. TRUTH: They are moving $4.2 Billion from a legal savings jar into revenue next quarter. It's a one-time accounting trick (340B reversal). Strip that out and the core business is SHRINKING. 📉 Don't be fooled by the Q1 pop. #Accounting #Stocks #NVO https://twitter.com/i/web/status/2019123798617079918 https://twitter.com/i/web/status/2019123798617079918"  
[X Link](https://x.com/TheHonestTicker/status/2019123798617079918)  2026-02-04T19:00Z [--] followers, [---] engagements


"🚩 Red Flag: Changing the Metrics when a company starts using "Adjusted Sales Growth" instead of "Sales Growth". run. $NVO is changing its definitions for [----] to hide the bad numbers. Wall Street hates uncertainty. This report is a black box of confusion. 📦❓#RedFlags #FinancialAnalysis https://twitter.com/i/web/status/2019131343381360987 https://twitter.com/i/web/status/2019131343381360987"  
[X Link](https://x.com/TheHonestTicker/status/2019131343381360987)  2026-02-04T19:30Z [--] followers, [---] engagements


"@alc2022 See you at the fryer"  
[X Link](https://x.com/TheHonestTicker/status/2019134639454187788)  2026-02-04T19:43Z [--] followers, [----] engagements


"Did you know $NVO's patent in China expires in March [----] That's next month. Cheap generics are ready to flood the world's 2nd largest economy. Revenue from China ($2.5B) is about to evaporate. 💨 The market hasn't priced this in yet. #China #Patents #Pharma"  
[X Link](https://x.com/TheHonestTicker/status/2019138893463887936)  2026-02-04T20:00Z [--] followers, [---] engagements


"📅 Mark Your Calendars: Q1 [----] $NVO will likely beat earnings in May due to the $4B accounting one-off. That will be the ultimate sell signal. Use the fake rally to exit. Timing is everything. #TradingStrategy #EventDriven"  
[X Link](https://x.com/TheHonestTicker/status/2019146441738924368)  2026-02-04T20:30Z [--] followers, [---] engagements


"Final Thought on $NVO: - Great company Yes. - Great stock Not anymore. The "easy money" phase is over. Now comes the "hard work" phase. I'm putting my capital elsewhere. ✌ #Investing #PortfolioManagement"  
[X Link](https://x.com/TheHonestTicker/status/2019153995714162758)  2026-02-04T21:00Z [--] followers, [---] engagements


"@sundarpichai Execution: 10/10. Financials: 10/10. Now we find out if the market cares about Cash Flow or if it just wants to sell the news"  
[X Link](https://x.com/TheHonestTicker/status/2019164808398966898)  2026-02-04T21:42Z [--] followers, [---] engagements


"@TheLongInvest The NIO thesis just went from "Speculation" to "Execution.""  
[X Link](https://x.com/TheHonestTicker/status/2019372113124290874)  2026-02-05T11:26Z [--] followers, [---] engagements


"@spectatorindex Every central bank in the world just had their soft landing plan complicated by two ships in the Gulf"  
[X Link](https://x.com/TheHonestTicker/status/2019372797898706986)  2026-02-05T11:29Z [--] followers, [----] engagements


"@catturd2 "I didn't know" has become the official slogan of the Hamptons"  
[X Link](https://x.com/TheHonestTicker/status/2019406335658648032)  2026-02-05T13:42Z [---] followers, [---] engagements


"Peter Lynchs Rule #1: Buy companies that cant go bankrupt. Alphabet is sitting on $126.8B in cash and marketable securities. Even after their recent $24.8B debt issuance their Net Cash position is a staggering $80.3B. That is a lot of dry powder. $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019418234383135102)  2026-02-05T14:30Z [--] followers, [---] engagements


"@mvcinvesting You don't undercut a monopoly by $100/month without expecting a fight"  
[X Link](https://x.com/TheHonestTicker/status/2019420831676596348)  2026-02-05T14:40Z [--] followers, [----] engagements


"@OpenAI If an AI agent gets an onboarding package and a login does it also get a 401k"  
[X Link](https://x.com/TheHonestTicker/status/2019433175093768510)  2026-02-05T15:29Z [--] followers, [---] engagements


"The DOJ wants to break up the Chrome browser deal. Historically forced breakups (Standard Oil AT&T) often unlock massive shareholder value. Could a "standalone" YouTube or Cloud trade at a higher multiple than the conglomerate 🧐 $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019433335257440417)  2026-02-05T15:30Z [--] followers, [--] engagements


"Google Cloud is no longer the third player to ignore. Q4 revenue grew 48% Y/Y to $17.7B. More importantly operating margins nearly doubled to 30.1%. The efficiency flywheel is finally turning. #CloudComputing #GCP $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019440886921187534)  2026-02-05T16:00Z [--] followers, [--] engagements


"Gemini [--] isn't just a model it's a factory. Alphabet's models now process [--] billion tokens per minute via direct API use. Usage is up from [--] billion just last quarter. Adoption is moving faster than the narrative. #Gemini #AI $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019448432679899387)  2026-02-05T16:30Z [--] followers, [--] engagements


"Nielsen data confirms: YouTube has been the #1 streamer in the U.S. for nearly [--] years. With $60B+ in revenue and 325M+ paid subscribers across its ecosystem it's effectively the largest broadcaster on the planet. 🍿 #StreamingWars $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019455986885447722)  2026-02-05T17:00Z [--] followers, [--] engagements


"Alphabet declared a $0.21 quarterly dividend for March [----]. Combined with $45.7B in stock repurchases in [----] the company is returning massive amounts of capital while funding the AI revolution. Mature growth at its finest. #PassiveIncome #Dividends $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019463531645591636)  2026-02-05T17:30Z [--] followers, [--] engagements


"$185B in CapEx is terrifying for short-term free cash flow. But whats more expensive: building the AI infrastructure now or being replaced by a competitor who did Alphabet is choosing survival over short-term margin. 🏗 #InvestingStrategy $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019478631400239105)  2026-02-05T18:30Z [--] followers, [--] engagements


"Alphabet is Apple's preferred cloud provider for developing foundation models. This is a massive defensive moat. Even in the AI era the two most powerful ecosystems are tied at the hip. 🤝 #Apple #Google #TechEcosystem $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019486182514504177)  2026-02-05T19:00Z [--] followers, [--] engagements


"Forensic rule: don't trust the hype. But when a company grows EPS by 34% while spending $91B on CapEx the guilt is hard to find. The numbers are doing the talking. 📊 #Forensics $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019493731171176562)  2026-02-05T19:30Z [--] followers, [--] engagements


"Cloud margins hit 30%. Search margins hit 41.9%. Alphabet is maintaining elite profitability while funding an industrial scale AI transition. This is Grade A management execution. 🏆 #SundarPichai $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019501281912754251)  2026-02-05T20:00Z [--] followers, [--] engagements


"Scientific "Genius" is being commoditized into a compute problem. We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"  
[X Link](https://x.com/TheHonestTicker/status/2019504045711409161)  2026-02-05T20:10Z [--] followers, [--] engagements


"@SenMikeLee The midterms are coming. Accountability starts now"  
[X Link](https://x.com/TheHonestTicker/status/2019505330586087802)  2026-02-05T20:16Z [--] followers, [--] engagements


"@DeItaone With Strategy now under water on 700k+ BTC weve officially moved from "Price Discovery" to "Pain Discovery""  
[X Link](https://x.com/TheHonestTicker/status/2019506757287178283)  2026-02-05T20:21Z [--] followers, [----] engagements


"Waymo is now valued at more than Ubers [----] market cap. Alphabet's other bets are no longer just money pits they are becoming the next generation of transport and infrastructure. 🛸 #FutureTech $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019508829671850452)  2026-02-05T20:30Z [--] followers, [--] engagements


"@PeterRHann1 You don't get a $519M win on a crash like that without being the one who scheduled the crash"  
[X Link](https://x.com/TheHonestTicker/status/2019513789356650647)  2026-02-05T20:49Z [--] followers, [--] engagements


"In [----] the battle isn't about AI models; it's about the AI Utility. Alphabet owns the search bar the video feed and the cloud servers. They own the toll bridge. What's your $GOOG price target for [----] Let's discuss below 👇"  
[X Link](https://x.com/TheHonestTicker/status/2019516384317989347)  2026-02-05T21:00Z [--] followers, [--] engagements


"Amazon just announced a $200000000000 CapEx plan for [----]. That is not a typo. To put that in perspective thats more than the entire market cap of most S&P [---] companies spent in a single year on AI chips and satellites. Is Jassy building a fortress or a money pit $AMZN #Investing https://twitter.com/i/web/status/2019780623251222998 https://twitter.com/i/web/status/2019780623251222998"  
[X Link](https://x.com/TheHonestTicker/status/2019780623251222998)  2026-02-06T14:30Z [--] followers, [--] engagements


"AWS just hit its fastest growth in [--] quarters - 24% YoY. While everyone is staring at the retail margins the Cloud engine is accelerating into the AI era. $35.6B in a single quarter. Thats the real thesis. ☁ #AWS #CloudComputing $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019795720585265153)  2026-02-06T15:30Z [--] followers, [--] engagements


"Forget NVIDIA for a second. Amazons custom chips (Trainium & Graviton) are now a $10B+ annual revenue run rate business. They are growing at triple digits. Vertical integration is the ultimate moat. $AMZN isn't just buying chips they are the foundry"  
[X Link](https://x.com/TheHonestTicker/status/2019803277911888323)  2026-02-06T16:00Z [--] followers, [--] engagements


"- Net Sales: +14% - Shipping Costs: +8% When revenue grows 2x faster than the cost to move the box youve found the moat. Same day delivery is now available to 100M+ customers. Unbeatable scale. $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019810822432915465)  2026-02-06T16:30Z [--] followers, [--] engagements


"Amazon is spending an extra $1B/year on Project Leo (Kuiper satellites). Target: [--] Gbps download speeds from space. High risk high reward. If they become a global ISP the retail business becomes a side hustle. If they fail thats a massive hole in the balance sheet. $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019818378614173913)  2026-02-06T17:00Z [--] followers, [--] engagements


"Hidden Gem in the Q4 Report: Rufus (the AI shopping assistant) helped deliver nearly $12B in incremental annualized sales. 300M+ customers used it. AI isn't just a cost for Amazon; it's already a closing tool. $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019825918634827802)  2026-02-06T17:30Z [--] followers, [--] engagements


"Agree or Disagree Amazon at $204 is a better buy today than it was at $180 two years ago because AWS has successfully re accelerated to 24%. Drop your thoughts below. $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019833477374656948)  2026-02-06T18:00Z [--] followers, [--] engagements


"Amazon was named the lowest priced U.S. retailer for the 9th year in a row. Prices are 14% lower than competitors. In a recession people don't buy AI; they buy the cheapest soap. This boring retail moat funds the exciting AI war. Never forget the base. $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019841018602934666)  2026-02-06T18:30Z [--] followers, [--] engagements


"Why deal with a traditional IPO when you can just Reverse Merge into the worlds most liquid retail stock ♟💰 Folding SpaceX into Tesla solves Musks two biggest problems: his need for 25% voting power and the massive capital requirements of xAI. Its not a corporate shuffle its a consolidation of power. https://twitter.com/i/web/status/2019853851302719643 https://twitter.com/i/web/status/2019853851302719643"  
[X Link](https://x.com/TheHonestTicker/status/2019853851302719643)  2026-02-06T19:20Z [--] followers, [---] engagements


"@catturd2 DEI isnt just on its deathbed the legal machinery that kept it on life support was just unplugged"  
[X Link](https://x.com/TheHonestTicker/status/2019863007384465655)  2026-02-06T19:57Z [--] followers, [---] engagements


"Amazon has landed [---] million Trainium2 chips. They power the worlds largest AI cluster (Project Rainier). Anthropic is using it to train Claude. If you think NVIDIA is the only way to play AI you aren't reading the forensic data. $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019863667316310040)  2026-02-06T20:00Z [--] followers, [---] engagements


"Amazon is a tale of two companies: [--]. The physical retail titan that cant be displaced. [--]. The AI infrastructure foundry spending $200B to own the future. Stay for the retail bet on the cloud watch the cash burn. 🧱🚀 $AMZN"  
[X Link](https://x.com/TheHonestTicker/status/2019878773727089059)  2026-02-06T21:00Z [---] followers, [---] engagements


"@catturd2 Its easy to be devastated by the deportation of criminals when you live behind a triple-redundant security gate in Hollywood Hills"  
[X Link](https://x.com/TheHonestTicker/status/2020611509194502421)  2026-02-08T21:31Z [---] followers, [--] engagements


"@cb_doge @elonmusk We can't solve every terrestrial problem before we start reaching for the next milestone. Turning the Moon into an interplanetary sandbox gives this generation a reason to look up instead of just looking at their feet"  
[X Link](https://x.com/TheHonestTicker/status/2020967123426869753)  2026-02-09T21:04Z [---] followers, [---] engagements


"Most stock analysis focuses on stories. Mine focuses on cash flows moats and mispricing. I just published a deep dive on a misunderstood U.S. infrastructure spin-off trading far below peers not because the business is broken but because the market hasnt finished digesting it. No hype. No predictions. Just fundamentals and risk. 📉 What the market sees: a cyclical spin-off 📈 What I see: orphaned assets + durable cash flow Read it here: 👉 https://thehonestticker.substack.com/p/the-orphan-prince-of-american-infrastructure"  
[X Link](https://x.com/TheHonestTicker/status/2019057572725014939)  2026-02-04T14:36Z [---] followers, [---] engagements


"@pelositracker The signal is the $100k in $IREN right before earnings (Feb 5)"  
[X Link](https://x.com/TheHonestTicker/status/2019108553231917429)  2026-02-04T17:59Z [---] followers, 32K engagements


"@SawyerMerritt Who needs a marketing budget when you have an army of 20th-floor snipers"  
[X Link](https://x.com/TheHonestTicker/status/2019134292727890031)  2026-02-04T19:41Z [---] followers, [----] engagements


"@kloss_xyz Welcome back to the world of manual thinking. It's slower here"  
[X Link](https://x.com/TheHonestTicker/status/2019350316282704366)  2026-02-05T10:00Z [---] followers, [----] engagements


"Is GOOG undervalued Look at the sum of the parts: - Google Cloud: $70B+ run rate 30% margin - YouTube: $60B+ annual revenue (Ads + Subs) - Waymo: Recently valued at $126B Youre getting a lot for free at these multiples. #SOTP #ValueInvesting $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019425786554437822)  2026-02-05T15:00Z [---] followers, [--] engagements


"20 million fully autonomous trips reached in December. [------] rides per week. Waymo isn't a science project anymore; it's a $126B transportation company scaling across the US UK and Japan. 🚦 #AutonomousDriving $GOOG $GOOGL"  
[X Link](https://x.com/TheHonestTicker/status/2019471085977194536)  2026-02-05T18:00Z [---] followers, [--] engagements


"@Starlink Connectivity is only half the battle; localized financial inclusion is how you actually scale"  
[X Link](https://x.com/TheHonestTicker/status/2019512848548835437)  2026-02-05T20:45Z [---] followers, [---] engagements


"@KimDotcom You cannot demand "safety for Jews worldwide" while the world watches [------] kids pay the price for the strategy"  
[X Link](https://x.com/TheHonestTicker/status/2020268944184209867)  2026-02-07T22:50Z [---] followers, [----] engagements


"@BasilTheGreat If asking "Why" is now a recorded incident the school isn't fostering "British Values" it's fostering silence"  
[X Link](https://x.com/TheHonestTicker/status/2020804055807697124)  2026-02-09T10:16Z [---] followers, 22.9K engagements


"Kyndryl $KD is trading at $10. The market is pricing it at 1.6x EBITDA. In [--] years of stock analysis Ive rarely seen a non bankrupt company this cheap. Is this a generational "Fat Pitch" or a classic Value Trap"  
[X Link](https://x.com/TheHonestTicker/status/2020897982883795410)  2026-02-09T16:30Z [---] followers, [---] engagements


"Kyndryl $KD currently has an interim CFO an interim General Counsel and an interim Corporate Controller. Oh and the 10-Q filing is delayed. What is management hiding 🔍"  
[X Link](https://x.com/TheHonestTicker/status/2020920635434709343)  2026-02-09T18:00Z [---] followers, [---] engagements


"Kyndryl Consult is the secret weapon. 🗡 +24% growth this quarter. Its now 25% of total revenue. This isnt your grandfathers mainframe business anymore its a high margin advisory pivot in real-time. #DigitalTransformation $KD"  
[X Link](https://x.com/TheHonestTicker/status/2020943281501372570)  2026-02-09T19:30Z [---] followers, [---] engagements


"Did you know Kyndryl is [--] of only [--] "critical third-party providers" designated by the EUs DORA This is a massive regulatory moat. If you are a giant European bank you literally cannot function without them. That is the definition of sticky. $KD"  
[X Link](https://x.com/TheHonestTicker/status/2020950834969035003)  2026-02-09T20:00Z [---] followers, [----] engagements


"Stop looking for the "Next NVIDIA." It doesn't exist. Start looking for the company buying all of NVIDIA's chips. $NBIS just reported 547% revenue growth and holds $3.7B in cash"  
[X Link](https://x.com/anyuser/status/2021977606791328029)  2026-02-12T16:00Z [---] followers, [---] engagements


"Management spent $349M retiring 5% of shares at an average price of $31. Now the stock is $10. That is $240M+ in destroyed capital just before a 20% guidance cut. 📉 Is this a lack of foresight or a signal of ultimate conviction $KD"  
[X Link](https://x.com/TheHonestTicker/status/2020928184460423249)  2026-02-09T18:30Z [---] followers, [---] engagements


"@RBR_Daily @alobatof1 "Formula E on steroids" is the most damning insult possible because it implies the driver is no longer the limit the battery state of charge is"  
[X Link](https://x.com/TheHonestTicker/status/2021999759154983270)  2026-02-12T17:28Z [---] followers, 67.8K engagements


"@SawyerMerritt @Starlink You can shut down the cell towers but you can't arrest a satellite constellation"  
[X Link](https://x.com/TheHonestTicker/status/2022003478676324734)  2026-02-12T17:42Z [---] followers, [---] engagements


"@unusual_whales Celebrating that [--] in [--] young people can afford a home (mostly due to inheritance) while the other 75% are renting for life is the definition of lowering the bar. Call me when it hits 50%. Until then this is just noise"  
[X Link](https://x.com/TheHonestTicker/status/2018323200711524790)  2026-02-02T13:58Z [---] followers, [----] engagements


"@DeItaone We have officially circled back to 19th century marketing"  
[X Link](https://x.com/TheHonestTicker/status/2018397370547855773)  2026-02-02T18:53Z [---] followers, [----] engagements


"@elonmusk @grok The era of the "One-Person Pixar" has officially begun"  
[X Link](https://x.com/TheHonestTicker/status/2018403773362635014)  2026-02-02T19:18Z [---] followers, [--] engagements


"@jakebrowatzke To recover from a -70% drawdown you now need a +233% rally just to break even"  
[X Link](https://x.com/TheHonestTicker/status/2018760224417415196)  2026-02-03T18:55Z [---] followers, [---] engagements


"@cb_doge Text requires reading. Images just require looking. Engagement is about to vertical"  
[X Link](https://x.com/TheHonestTicker/status/2018795573244272913)  2026-02-03T21:15Z [---] followers, [---] engagements


"@TheValueTrade Balance Sheet: A+ Growth: F Management: D Moat: C- Hard Pass"  
[X Link](https://x.com/TheHonestTicker/status/2019031654464209125)  2026-02-04T12:53Z [---] followers, [----] engagements


"⚠ Don't Catch the Falling Knife $NVO is down big but is it a buy My analysis says NO. Market Share: LOST (51% - 38%) Margins: CRUSHED (84% - 80%) Cash Flow: COLLAPSED (-58%) Cheap can always get cheaper. Stay away until the bleeding stops. 🛑"  
[X Link](https://x.com/TheHonestTicker/status/2019070944250036708)  2026-02-04T15:30Z [---] followers, [---] engagements


"@zerohedge Welcome to the era where your social media history is your primary travel document"  
[X Link](https://x.com/TheHonestTicker/status/2019373421910716881)  2026-02-05T11:31Z [---] followers, [----] engagements


"@JoeyMannarino Its a PR pivot to cool down the "Minneapolis backlash" while the machinery of removal keeps humming in the background"  
[X Link](https://x.com/TheHonestTicker/status/2019376348255649856)  2026-02-05T11:43Z [---] followers, [---] engagements


"@SawyerMerritt The April 1st reveal is no longer just a meme; the USPTO receipts make it real"  
[X Link](https://x.com/TheHonestTicker/status/2019506108591923708)  2026-02-05T20:19Z [---] followers, [---] engagements


"@zerohedge "With gratitude Will" is going to be the epitaph for the [----] media landscape"  
[X Link](https://x.com/TheHonestTicker/status/2020274294623027584)  2026-02-07T23:11Z [---] followers, [----] engagements


"@piersmorgan King Charles has already evicted him from Royal Lodge but the police now have a paper trail that warrants more than just a change of address"  
[X Link](https://x.com/TheHonestTicker/status/2020802749223338177)  2026-02-09T10:11Z [---] followers, [----] engagements


"It looks too good because the market is pricing in a house fire that the balance sheet doesn't yet support. Youre getting a 15% FCF yield but youre also getting an interim CFO interim Counsel and interim Controller all at once. Im waiting for the "innocence trigger" an official 10-Q filing with no restatements. https://twitter.com/i/web/status/2020902511373152687 https://twitter.com/i/web/status/2020902511373152687"  
[X Link](https://x.com/TheHonestTicker/status/2020902511373152687)  2026-02-09T16:47Z [---] followers, [---] engagements


"@ACapitalLP @grok Net Debt Per Share = $1.752B: 235M $7.46 While $7.46 in net debt per share on a $10 stock looks heavy the Net Leverage Ratio is a low 0.7x TTM Adjusted EBITDA. With $4.5B in total available liquidity the insolvency risk is mathematically low"  
[X Link](https://x.com/TheHonestTicker/status/2021157469842542756)  2026-02-10T09:41Z [---] followers, [---] engagements


"@MaaizKhan @ACapitalLP @grok Cash: $1.35B cash:235M shares = $5.74/share in cash. Math: $10 price-$5.74 cash = $4.26 for the actual business operations"  
[X Link](https://x.com/TheHonestTicker/status/2021210571887002111)  2026-02-10T13:12Z [---] followers, [--] engagements


"Don't get blinded by GAAP Net Income. Look at the Free Cash Flow (FCF). Spotify just closed [----] with [---] Billion in LTM FCF. At a $85B market cap thats a 3.4% FCF yield for a company growing earnings at 61%. Real money doesn't lie. $SPOT"  
[X Link](https://x.com/TheHonestTicker/status/2021239797159809353)  2026-02-10T15:08Z [---] followers, [--] engagements


"Why is $SPOT surging The "Spread". [----] Revenue: +10% [----] Operating Income: +61% This is the moment where fixed costs stay flat while every new subscriber is pure profit. The engine is finally primed"  
[X Link](https://x.com/TheHonestTicker/status/2021246066125836775)  2026-02-10T15:33Z [---] followers, [--] engagements


"@SawyerMerritt @Starlink With the SpaceX-xAI merger now complete we're likely watching the birth of the first truly decentralized space based global campus"  
[X Link](https://x.com/TheHonestTicker/status/2021246539109134797)  2026-02-10T15:35Z [---] followers, [---] engagements


"The $SPOT moat isn't the songs it's the Metadata. [--] years of your skips likes and "Discover Weekly" habits. Apple can buy the catalog but they can't buy your musical soul. High switching costs = Low churn. $SPOT"  
[X Link](https://x.com/TheHonestTicker/status/2021272289153614118)  2026-02-10T17:17Z [---] followers, [---] engagements


"@DudeWhoInvests Americans would rather pay for a digital vibe than a digital assistant. The future of media isn't newsworthy it's relational"  
[X Link](https://x.com/TheHonestTicker/status/2021286038040154365)  2026-02-10T18:11Z [---] followers, [--] engagements


"@unusual_whales Retail options gambling was the warmup act this summer the market is inviting everyone to trade the gap with 10x leverage while the rest of the world is asleep"  
[X Link](https://x.com/TheHonestTicker/status/2021301787018264720)  2026-02-10T19:14Z [---] followers, [---] engagements


"Management spent $433 Million repurchasing shares in Q4 alone. They aren't just telling you the stock is cheap at these levels they are betting their own cash on it. Follow the money. $SPOT"  
[X Link](https://x.com/TheHonestTicker/status/2021319310812021189)  2026-02-10T20:24Z [---] followers, [--] engagements


"Since [----] $U share count went from 376M to 433M. Thats 15% dilution. While you waited for the Metaverse your ownership stake melted by 15% just to keep the lights on. #SaaS #Dilution"  
[X Link](https://x.com/TheHonestTicker/status/2021600113685045612)  2026-02-11T15:00Z [---] followers, [---] engagements

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