#  @MartimClara_ Martim Clara
Martim Clara posts on X about $zeta, $pypl, $stz, $path the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1582132522812588070/interactions)
- [--] Week [------] -99%
- [--] Month [---------] +6,635%
- [--] Months [---------] +5,500%
- [--] Year [---------] +932,726%
### Mentions: [--] [#](/creator/twitter::1582132522812588070/posts_active)
- [--] Month [--] -90%
- [--] Months [---] +287%
- [--] Year [---] +3,483%
### Followers: [---------] [#](/creator/twitter::1582132522812588070/followers)
- [--] Week [---] +0.15%
- [--] Month [---] +1.40%
- [--] Months [---] +39%
- [--] Year [---] +2,721%
### CreatorRank: [---------] [#](/creator/twitter::1582132522812588070/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [social networks](/list/social-networks)
**Social topic influence**
[$zeta](/topic/$zeta), [$pypl](/topic/$pypl), [$stz](/topic/$stz), [$path](/topic/$path), [$unh](/topic/$unh), [in the](/topic/in-the), [$oscr](/topic/$oscr), [breakout](/topic/breakout), [has been](/topic/has-been), [$baba](/topic/$baba)
**Top accounts mentioned or mentioned by**
[@ragingbullcap](/creator/undefined) [@dsteinberg10000](/creator/undefined) [@oskargoyvaerts](/creator/undefined) [@kafka7invest](/creator/undefined) [@rhinoinsight](/creator/undefined) [@cardlytics](/creator/undefined) [@wearycenturion](/creator/undefined) [@benbonning](/creator/undefined) [@zetaglobal](/creator/undefined) [@vicin888](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@hcapinvesting](/creator/undefined) [@blizzardns](/creator/undefined) [@thexcapitalist](/creator/undefined) [@acce](/creator/undefined) [@rtelfordinvest](/creator/undefined) [@onecentinvest](/creator/undefined) [@nebraskangooner](/creator/undefined) [@riyadosofian](/creator/undefined) [@investormexican](/creator/undefined)
**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [UiPath, Inc. (PATH)](/topic/$path) [UnitedHealth Group (UNH)](/topic/$unh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Alibaba Group (BABA)](/topic/$baba) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Snap, Inc. (SNAP)](/topic/$snap) [Advanced Micro Devices (AMD)](/topic/$amd) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Novo-Nordisk (NVO)](/topic/$nvo) [Pfizer, Inc. (PFE)](/topic/$pfe) [ODDITY Tech Ltd (ODD)](/topic/$odd) [APA Corp (US) (APA)](/topic/$apa) [Alcoa, Corp. (AA)](/topic/$aa) [Shopify Inc (SHOP)](/topic/$shop) [Lennar Corporation (LEN)](/topic/$len) [Legence Corp (LGN)](/topic/$lgn) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [AES, Corp. (AES)](/topic/$aes) [Decentral Games (DG)](/topic/$dg) [Uber Technologies, Inc. (UBER)](/topic/$uber) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Morgan Stanley (MS)](/topic/morgan-stanley) [4 (FOUR)](/topic/$four)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@hcapinvesting But if you consider inflation over the last two decades you'd still be pretty negative"
[X Link](https://x.com/MartimClara_/status/1856273573171659186) 2024-11-12T09:51Z [--] followers, [--] engagements
"@RhinoInsight You're right. Alex Karp from Palantir has been saying that for a while"
[X Link](https://x.com/TheMiniCapital/status/1883881356926791769) 2025-01-27T14:14Z [--] followers, [--] engagements
"@RhinoInsight Sure. Check the first few minutes https://youtu.be/rE8-P-0h070si=YCzgSmQHrLxY7L82 https://youtu.be/rE8-P-0h070si=YCzgSmQHrLxY7L82"
[X Link](https://x.com/TheMiniCapital/status/1883884664689205580) 2025-01-27T14:27Z [--] followers, [--] engagements
"@RhinoInsight I've read a lot about it when I invested in Palantir in the 7s. Your thesis is completely right but the market hasn't figured it out yet. At least the great majority"
[X Link](https://x.com/TheMiniCapital/status/1883885317872386093) 2025-01-27T14:30Z [--] followers, [---] engagements
"Trump is announcing 25% steel tariffs. It will be another fun day on $DRX.TO The company is trading very cheap (P/E 5) and is buying back stock at these levels. It doesn't change my thesis and I'll likely add to my position if we see another dip. (link in bio)"
[X Link](https://x.com/TheMiniCapital/status/1888943296170377279) 2025-02-10T13:29Z [---] followers, [----] engagements
"Overall I like Biorem and my thesis is quite simple: this is a growing microcap in a niche market with a strong balance sheet no shareholder dilution trading at an attractive valuation. My latest article on one of my favourite holdings is out now $BRM.V"
[X Link](https://x.com/TheMiniCapital/status/1898815338524913822) 2025-03-09T19:17Z [---] followers, [----] engagements
"@Blizzard_NS I appreciate it $MYID.V is on my watchlist. I'm not so familiar with the other names. Short pitch"
[X Link](https://x.com/TheMiniCapital/status/1900344330432204963) 2025-03-14T00:32Z [---] followers, [--] engagements
"Something is going on with $CAF.V. Apparently Becky Williams is the founder of Scailiea Ltd a consultancy firm "experienced in M&A integration and separation accounting and financial management business turnaround and functional transformation." https://www.scailiea.co.uk/ https://www.scailiea.co.uk/"
[X Link](https://x.com/TheMiniCapital/status/1904225381231583524) 2025-03-24T17:34Z [---] followers, [----] engagements
"Sometimes I take contrarian bets on larger caps using time as my hedge. Recently I got a starter a position in $AMD at $100. Forward P/E at historical lows [--]. PEG ratio under [--]. Strong balance sheet. Limited downside it seems. Now Im debating whether to average up"
[X Link](https://x.com/TheMiniCapital/status/1904517091010502800) 2025-03-25T12:53Z [---] followers, [---] engagements
"I built a position in $PYPL between Q4'23 and Q1'24. Bought shares in the $50s and $60s. The stock then went on a run to the $90s in the second half of [----]. It's now back to the $60s. But a lot of progress has been made. It's one of three large caps I own and I'm buying more"
[X Link](https://x.com/TheMiniCapital/status/1913210244458578339) 2025-04-18T12:37Z [---] followers, [---] engagements
"Bought more $HASH.V into fear. I think selling here on the news of the cancelation of the $CANB.V deal without hearing from hash's management is like tossing a coin. Pre canb acquisition hash had already guided for $0.11 earnings in [----] a forward P/E of [--]. Let's wait and see"
[X Link](https://x.com/TheMiniCapital/status/1917216967888343193) 2025-04-29T13:58Z [---] followers, [----] engagements
"Glad to have added on the lows of $PYPL and $AMD one month ago. These are currently up 21% and 32% respectively. Both reported good results and gave positive guidance. I see major catalysts on the horizon. The microcaps in my portfolio are not much suffering with this crazy market. I have some stink bids just in case. The only large caps I currently own are $BABA $PYPL and $AMD. I like the risk/reward on the last two and have been taking advantage of the dips. The microcaps in my portfolio are not much suffering with this crazy market. I have some stink bids just in case. The only large caps"
[X Link](https://x.com/TheMiniCapital/status/1920493606445412699) 2025-05-08T14:58Z [---] followers, [---] engagements
"Rolled $OSCR profits into $UNH at $300. Insiders are loading up on shares and valuation seems silly. The risk reward seems very compelling here so I'm in for this trade"
[X Link](https://x.com/TheMiniCapital/status/1937278327862985062) 2025-06-23T22:35Z [---] followers, [---] engagements
"Been tracking $ZETA for weeks but missed the last pop. Insiders bought a few millions last November at $19. Now trading at $15. Unprofitable FCF positive growing 2565% accelerating. P/FCF = [--]. Revenues growing 20%. Op leverage kicking in. Bought a starter position"
[X Link](https://x.com/TheMiniCapital/status/1937905500559118817) 2025-06-25T16:07Z [---] followers, [----] engagements
"$PYPL is one of my core large cap positions. The move hasn't even started yet. A lot of innovation going on behind curtains. Very undervalued just run a reverse DCF and check it yourself. The market thinks this is dead money. PayPal will shock the world later this year. $PYPL PayPal is rapidly climbing e rankings in the App Store likely due to its recent move with Venmo partnering with College Athletics This could be the start of the major turning point for PayPal It has barely participated in the market rally where as multiple stocks have $PYPL PayPal is rapidly climbing e rankings in the"
[X Link](https://x.com/TheMiniCapital/status/1938569745072103496) 2025-06-27T12:06Z [---] followers, [----] engagements
"I've been listening to a fantastic series of podcasts featuring David Steinberg co-founder and CEO of Zeta Global. Here are some key highlights and insights from the best episodes I found: (I've been adding to my $ZETA position recently and will continue to do so below $15.)"
[X Link](https://x.com/TheMiniCapital/status/1942869686024061005) 2025-07-09T08:53Z [---] followers, [---] engagements
"The strategic decision to take Zeta Global public in [----] was primarily to boost brand awareness and position the company as a "must-have" solution for Fortune [---] companies. They now serve 35-40% of them"
[X Link](https://x.com/TheMiniCapital/status/1942871214361346228) 2025-07-09T08:59Z [---] followers, [---] engagements
"If you are interested in knowing more about $ZETA and @dsteinberg10000 I suggest you listen to these podcast episodes: [--]. [--]. [--]. [--]. [--]. https://www.youtube.com/watchv=FmwbdLBgT2o https://www.youtube.com/watchv=PKJ0UEPGkio https://www.youtube.com/watchv=saH0lJWovyo https://www.youtube.com/watchv=jksRYy9bFF4 https://youtu.be/EwJA55sc_Lcsi=Aw86m3N8yHzDOJjd https://www.youtube.com/watchv=FmwbdLBgT2o https://www.youtube.com/watchv=PKJ0UEPGkio https://www.youtube.com/watchv=saH0lJWovyo https://www.youtube.com/watchv=jksRYy9bFF4 https://youtu.be/EwJA55sc_Lcsi=Aw86m3N8yHzDOJjd"
[X Link](https://x.com/TheMiniCapital/status/1942872092602777681) 2025-07-09T09:02Z [---] followers, [---] engagements
"@thexcapitalist $PYPL will grow a lot more than what Wall Street is expecting. Analysts are not seeing the innovation that is happening behind the scenes at PayPal. This is a different company now. @acce and the team are cooking. Just wait and see"
[X Link](https://x.com/TheMiniCapital/status/1942914161622520211) 2025-07-09T11:50Z [---] followers, [----] engagements
"Looks like $ZETA is breaking out of the channel. Let's see if it holds. This is an undervalued industry leader imo. I'm long here and added more this morning"
[X Link](https://x.com/TheMiniCapital/status/1943014555619332584) 2025-07-09T18:29Z [---] followers, [---] engagements
"Now up 50%. A pullback could happen soon. However I think it would be short lived. The market is finally realising that $AMD is not that far behind $NVDA anymore. Next earnings call will add fuel to the fire. $AMD was an easy buy under $100 a few weeks ago. I'm already up 36%. Now is just wait and tchill. $AMD was an easy buy under $100 a few weeks ago. I'm already up 36%. Now is just wait and tchill"
[X Link](https://x.com/TheMiniCapital/status/1943725591963767241) 2025-07-11T17:34Z [---] followers, [---] engagements
"Today I sold my $AMD position for a 59% return in a few months. Will wait for a pullback if it comes. Adding that to the 180% realised return on $ZOMD.V I'm now sitting on 25% cash. $HASH.V is the one position damaging my performance this year. I still believe in its recovery"
[X Link](https://x.com/TheMiniCapital/status/1945172768166666476) 2025-07-15T17:25Z [---] followers, [---] engagements
"@RTelford_invest @onecentinvest And selling early doesn't mean that you'll make a lower return on that capital. You can allocate it to another stock and compound it again"
[X Link](https://x.com/TheMiniCapital/status/1945788386586817013) 2025-07-17T10:11Z [---] followers, [---] engagements
"I called out the dumb money chasing this. At the time everyone was euphoric. How fast sentiment changes. Now I have my opportunity of building a meaningful position. Doubled it yesterday and bought more today. $OSCR shares are now rotating from weak to strong shareholders. Just trimmed 20% of my position on $OSCR. Bought at $14 a few weeks ago but dumb retail is now chasing it and I'm already up +50%. Even though I still see the potential for a 2x from here I understand it doesn't come without risk. So I'm taking this chance to derisk a bit. https://t.co/VHweku5Dyo Just trimmed 20% of my"
[X Link](https://x.com/TheMiniCapital/status/1946224666109984887) 2025-07-18T15:04Z [---] followers, [---] engagements
"When the [----] shares he bought a few hours ago were sold I saw a large red candle on the chart. Another group of traders leaving the stock. The bottom is close. $OSCR"
[X Link](https://x.com/TheMiniCapital/status/1946273823424160025) 2025-07-18T18:20Z [---] followers, [---] engagements
"Smart move from $OSCR on getting the news out and giving some clarity to the market. Revised guidance and previous guidance below. MLR issue is an industry issue and Oscar is navigating the situation well. Increasing prices reducing SG&A. The revenue looks resilient"
[X Link](https://x.com/TheMiniCapital/status/1947615919796343155) 2025-07-22T11:13Z [---] followers, [----] engagements
"$PYPL and the new management team strike again. The market will eventually wake up. Excited to introduce PayPal World 🌎 a first-of-its-kind global platform connecting the worlds largest payment systems and digital wallets. Our team has been working with partner wallets around the world to change the game for billions of consumers and merchants everywhere. Excited to introduce PayPal World 🌎 a first-of-its-kind global platform connecting the worlds largest payment systems and digital wallets. Our team has been working with partner wallets around the world to change the game for billions of"
[X Link](https://x.com/TheMiniCapital/status/1947926014241477028) 2025-07-23T07:45Z [---] followers, [---] engagements
"Paying for quality during the tariff craze worked out pretty well. $BEW.V has one of those rare microcap management teams. I learned my mistake when I sold $KITS.TO at $12 because I thought it was getting too expensive. Quality management teams are worth a paying up a premium. $BEW.V earnings are out. Great to see the continuos growth of recurring revenue. Not the cheapest stock but you pay for quality here. https://t.co/Z6Gi1cPQzG $BEW.V earnings are out. Great to see the continuos growth of recurring revenue. Not the cheapest stock but you pay for quality here. https://t.co/Z6Gi1cPQzG"
[X Link](https://x.com/TheMiniCapital/status/1950566471190347792) 2025-07-30T14:37Z [---] followers, [---] engagements
"Not sure if $235 was the bottom but the volume traded last Friday was the 4th highest in $UNH history which is a good sign. I'm prepared to buy more if the price drops to the 200-Month MA. Everyone seems to think we're going there or even to the covid lows. So maybe we don't. Increased my position in $UNH by 25% at $235. Increased my position in $UNH by 25% at $235"
[X Link](https://x.com/TheMiniCapital/status/1952394839418671357) 2025-08-04T15:42Z [---] followers, [---] engagements
"@oskargoyvaerts How's that Can you explain the rationale I see the following: $ZETA Revenue: $1B growing at 20-40% GM: 60% FCFM: 11% FCF Yield: 3.3% Current Ratio: [---] P/FCF: [----] $CDLX Revenue: $280M currently declining GM: 42% FCFM: 0.4% FCF Yield: 1.03% Current Ratio: [---] P/FCF: 97.4"
[X Link](https://x.com/TheMiniCapital/status/1952697757967204853) 2025-08-05T11:46Z [---] followers, [---] engagements
"$ZETA reports today after close and $OSCR tomorrow before open. I expect the price action to be quite volatile. I have no idea if to the upside or downside. I don't really care. I like both companies believe in their long-term opportunities and trust their management teams. If the price drops a lot I will increase my position. If it rises too much I will lock in some profits. In the end everything is a function of price. The plan is simple and I will stick to it"
[X Link](https://x.com/TheMiniCapital/status/1952712271261536330) 2025-08-05T12:44Z [---] followers, [---] engagements
"@oskargoyvaerts @cardlytics One could say that the P/FCF of [--] on $CDLX is factoring in a lot of growth no"
[X Link](https://x.com/TheMiniCapital/status/1952764966160781383) 2025-08-05T16:13Z [---] followers, [---] engagements
"@oskargoyvaerts @cardlytics And an EV/FCF of [---] on $CDLX vs. [--] on $ZETA. CDLX is a bit more leveraged. At surface level the risk reward looks much better on $ZETA. But I'm biased"
[X Link](https://x.com/TheMiniCapital/status/1952766883213533302) 2025-08-05T16:21Z [---] followers, [----] engagements
"@Nebraskangooner $ZETA the stock has a better chart 😉"
[X Link](https://x.com/TheMiniCapital/status/1952849899902435702) 2025-08-05T21:51Z [---] followers, [---] engagements
"Today was a good day. $AMD earnings are out and the share price finally showed some weakness. I'm looking to re-enter if it comes down to $130 $120 over the next few weeks. $ZETA had great earnings beating and raising guidance. I'm happy with my position and will only add on weakness. $UNH went back to $250. Everyone was waiting for it the fall down to the 200-Month Moving Average so maybe that's why it didn't. I'll happily grab more shares for the long run if it goes there. Re-entered $TMG.V which I think will inflect sooner rather than later. Looking forward to see how $OSCR does tomorrow"
[X Link](https://x.com/TheMiniCapital/status/1952854707078349287) 2025-08-05T22:10Z [---] followers, [---] engagements
"$ZETA had another great quarter. With a market cap below $4B there's still plenty of growth potential. To learn more about their product and founder check out the podcasts I suggested a few weeks ago. If you are interested in knowing more about $ZETA and @dsteinberg10000 I suggest you listen to these podcast episodes: [--]. https://t.co/iRR0hyPG8J [--]. https://t.co/qDsDn3xBiE [--]. https://t.co/9yJWBD8Xa4 [--]. https://t.co/gHEImdToWL [--]. https://t.co/Tb0TgxIrZF If you are interested in knowing more about $ZETA and @dsteinberg10000 I suggest you listen to these podcast episodes: 1."
[X Link](https://x.com/TheMiniCapital/status/1953005372870148170) 2025-08-06T08:09Z [---] followers, [---] engagements
"Took a look at $PLTR earnings just to punish myself for selling at a 10x instead of holding for a 24x. In the deck theres a slide worth noting. $ZETA is listed as the second-fastest growing company in the group. Its market cap is still smaller than $PLTRs was before its big run. Im not saying $ZETA will be the next $PLTR. It wont. But theres a chance it catches a strong retail bid. Some of the Palantir crowd is sitting on big gains and will be looking for the next shiny object. Others are just degenerates who will follow the herd. Pure speculation but this slide is likely bringing new"
[X Link](https://x.com/TheMiniCapital/status/1953011296653181041) 2025-08-06T08:32Z [---] followers, [----] engagements
"$OSCR earnings are out. On a first glance nothing unexpected. Looking forward to the call"
[X Link](https://x.com/TheMiniCapital/status/1953036468017881508) 2025-08-06T10:12Z [---] followers, [----] engagements
"Seeing a lot of clueless retail complaining about $OSCR 91% MLR this quarter. They already revised full-year MLR guidance to 8687% when they released prelim results. Q1 came in at 75.4%. Obviously youll need higher MLRs in the following quarters to average into the guidance range. Basic math. Basic reading. Most people dont read filings. Thats exactly why only a few of us make money in this game"
[X Link](https://x.com/TheMiniCapital/status/1953044252604170293) 2025-08-06T10:43Z [---] followers, [----] engagements
"Retail sentiment around $AMD is shifting fast. Im already seeing frustrated retail traders complaining about the price action. Ill be tracking sentiment on X daily. When the Advanced Money Destroyer comments start showing up Ill know the pullback is nearing its end. The move was getting too obvious price action looked overextended. I locked in a 59% gain and Im watching closely for a deeper pullback to possibly re-enter"
[X Link](https://x.com/TheMiniCapital/status/1953110970168914063) 2025-08-06T15:08Z [---] followers, [---] engagements
"Had the same question when started my research on $ZETA. I listened to this podcast around the topic and a couple of other interviews: It's subjective you have to trust the CEO's word. Having said that the CEO COO CFO anf three other insiders bought shares in November at $18-$19. A total of +$3M. After the short-seller report. That's less subjective. So decided to invest. https://open.spotify.com/episode/6MqytodkKEJHkWCbXhl0vVsi=aftnQqMXSkakKrHOOAX7aw https://open.spotify.com/episode/6MqytodkKEJHkWCbXhl0vVsi=aftnQqMXSkakKrHOOAX7aw"
[X Link](https://x.com/TheMiniCapital/status/1953114447179813322) 2025-08-06T15:22Z [---] followers, [---] engagements
"Good earnings report and call yesterday from $ZETA. Another beat and raise. They understand the wall street game and will likely continue to beat and raise. Watch financial institutions increase their price targets now. Always lagging"
[X Link](https://x.com/TheMiniCapital/status/1953346385488552035) 2025-08-07T06:44Z [---] followers, [---] engagements
"$ZETA price target increases: Morgan Stanley $15 - $20 BofA Securities $20 - $24 Canaccord Genuity $26 - $28"
[X Link](https://x.com/TheMiniCapital/status/1953355724941054263) 2025-08-07T07:21Z [---] followers, [---] engagements
"Interest in $ZETA has been in uptrend. Looking at google trends it is clear that more eye balls are coming to the company. The stock peaked at $38 in early November [----] which matched the ATH in google trends. How similar are the graphs. Speculating a bit here when I see the strong financial results the insider buying around $19 the increase in buybacks and the trajectory of google trends all coming together I see a path to break ATH in [----]. I'm holding my shares"
[X Link](https://x.com/TheMiniCapital/status/1953392641686507654) 2025-08-07T09:47Z [---] followers, [----] engagements
"The CEO of $ZETA agrees. Thank you @dsteinberg10000 Interest in $ZETA has been in uptrend. Looking at google trends it is clear that more eye balls are coming to the company. The stock peaked at $38 in early November [----] which matched the ATH in google trends. How similar are the graphs. Speculating a bit here when I see https://t.co/sgb1jRlU2z Interest in $ZETA has been in uptrend. Looking at google trends it is clear that more eye balls are coming to the company. The stock peaked at $38 in early November [----] which matched the ATH in google trends. How similar are the graphs. Speculating a"
[X Link](https://x.com/TheMiniCapital/status/1953436775076045050) 2025-08-07T12:43Z [---] followers, [----] engagements
"@riyadosofian @dsteinberg10000 Awesome Similar support in my post on the correlation between Google trends and the stock price $ZETA https://x.com/TheMiniCapital/status/1953436775076045050t=CnrV0CKd6M8Beu5kGqPcSQ&s=19 The CEO of $ZETA agrees. Thank you @dsteinberg10000 https://t.co/krYEulqEfz https://x.com/TheMiniCapital/status/1953436775076045050t=CnrV0CKd6M8Beu5kGqPcSQ&s=19 The CEO of $ZETA agrees. Thank you @dsteinberg10000 https://t.co/krYEulqEfz"
[X Link](https://x.com/TheMiniCapital/status/1953457369058258965) 2025-08-07T14:05Z [---] followers, [---] engagements
"Well we didn't go to the covid lows. I got the bottom this time. $UNH"
[X Link](https://x.com/TheMiniCapital/status/1956177479032258573) 2025-08-15T02:13Z [---] followers, [---] engagements
"Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon"
[X Link](https://x.com/TheMiniCapital/status/1957881004519223798) 2025-08-19T19:03Z [---] followers, [----] engagements
"@oskargoyvaerts @cardlytics $ZETA $CDLX The numbers and ratios were showing where the best risk/reward was"
[X Link](https://x.com/TheMiniCapital/status/1960005648286122201) 2025-08-25T15:45Z [---] followers, [----] engagements
"@InvestorMexican I sold in June for a 180% return. Could be up +400% now 😅 Just didn't have the conviction to hold on"
[X Link](https://x.com/TheMiniCapital/status/1960353463025516953) 2025-08-26T14:47Z [---] followers, [---] engagements
"$BIDU catching a bid on the back of $BABA. I'm not looking to add more $BABA but have been adding some $BIDU This one is still early in its cycle. The trend is reversing. Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon. https://t.co/v4ixeXFwuV Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years."
[X Link](https://x.com/TheMiniCapital/status/1961436343952724099) 2025-08-29T14:30Z [---] followers, [---] engagements
"My current value plays against the US (tech) market: $UNH $STZ $BABA $BIDU + a few Canadian microcaps trading at deep discounts"
[X Link](https://x.com/TheMiniCapital/status/1961487125213229415) 2025-08-29T17:52Z [---] followers, [---] engagements
"Looks like I got into $STZ a bit early. Guidance was cut and shares are down 8% pre-market. The bad news are now out. The company presents at the Barclays conference today and reports Q2 earnings on October 1st. We're getting closer to the 200-Month MA so I will likely DCA. New position in Constellation Brands $STZ. My thesis: - Safe consumer staple trading at historical lows. - Looks like a triple bottom in the stock price with bullish divergence. - I like beer. I'm preparing for the rotation of capital into value. Don't mind being early. https://t.co/Eq9j83vZeF New position in Constellation"
[X Link](https://x.com/TheMiniCapital/status/1962851928288727080) 2025-09-02T12:15Z [---] followers, [---] engagements
"Update on my large caps: $PYPL same position will add if it drops to the low $60s. $BABA same position. $UNH same position will add if it fills the $270 gap. $BIDU new position to which I have been recently adding. $STZ new position will keep buying between $140-$160. Update on my large caps: Increased my $PYPL position in April. Will add more shares again if we drop to the low $60s. No moves on $BABA. Sold $AMD for a 59% return in 3-4 months. I think it got too extended. Might re-enter on a pullback. Established a new position in $UNH. Update on my large caps: Increased my $PYPL position in"
[X Link](https://x.com/TheMiniCapital/status/1963179960215969834) 2025-09-03T09:59Z [---] followers, [---] engagements
"$DRX.TO just hit $10 on the back of yesterday's announced acquisition. $80.9M in revenue for $19M + closing adjustment linked to certain capital expenses. After synergies this likely brings more net income to ADF. Bullish. $DRX.TO is still very cheap. Based on the little staircase chart I say we stay at +$10 after next earnings are released. https://t.co/EBBFZHxZad $DRX.TO is still very cheap. Based on the little staircase chart I say we stay at +$10 after next earnings are released. https://t.co/EBBFZHxZad"
[X Link](https://x.com/TheMiniCapital/status/1963264638893572156) 2025-09-03T15:35Z [---] followers, [----] engagements
"$STZ currently at lowest price since covid. Lowest RSI since [----] P/OCF of [----] P/FCF of [--] FCF yield of 8% Dividend yield of 2.8% Stock down 46% since [----] highs. I'm adding to this new position"
[X Link](https://x.com/TheMiniCapital/status/1963652061511209261) 2025-09-04T17:15Z [---] followers, [---] engagements
"The S&P500 is currently trading at a forward P/E of [--]. I find the graph below obvious but fascinating. This is why I am mostly focused on value at the moment. Companies that have not been following the market. $UNH $BIDU $STZ and some undervalued microcaps"
[X Link](https://x.com/TheMiniCapital/status/1963930779840348319) 2025-09-05T11:42Z [---] followers, [----] engagements
"Also considering increasing my already large position in $PYPL. Undervalued with an hidden growth story that the market can't see yet. Holding $OSCR and $ZETA which I still think are still mispriced but don't offer a good enough margin of safety for me to consider adding more"
[X Link](https://x.com/TheMiniCapital/status/1963934686918381631) 2025-09-05T11:58Z [---] followers, [---] engagements
"My short investment thesis on Constellation Brands ($STZ): [--]. Recent financial guidance has been lowered due to macroeconomic pressures impacting consumer spending. This is a temporary headwind not a structural issue and should abate with an economic recovery"
[X Link](https://x.com/TheMiniCapital/status/1965380507891622116) 2025-09-09T11:43Z [---] followers, [---] engagements
"6. $STZ significant free cash flow generation is being used for shareholder value through a $4 billion share buyback program while the stock is undervalued"
[X Link](https://x.com/TheMiniCapital/status/1965381195900043665) 2025-09-09T11:46Z [---] followers, [---] engagements
"7. $STZ is undervalued trading at a discount on P/FCF basis relative to its historical average and key industry peers. The stock's underperformance makes it a prime candidate for a rotation of capital into undervalued defensive "quality" plays during a market correction"
[X Link](https://x.com/TheMiniCapital/status/1965381441698890054) 2025-09-09T11:47Z [---] followers, [---] engagements
"Just bought more $PYPL. Have been building this position since October [----]. Imo the downside risk is so limited that I'm fine with making this a very large position. Call it dead money. It is until it isn't"
[X Link](https://x.com/TheMiniCapital/status/1965488253286703306) 2025-09-09T18:51Z [---] followers, [----] engagements
"Were deep in the disbelief phase on PayPal. You know what comes next. I'm loading up on $PYPL"
[X Link](https://x.com/TheMiniCapital/status/1966047151621845413) 2025-09-11T07:52Z [---] followers, [----] engagements
"Below are all the major news $PYPL released this summer. I see a company that is doing fast product innovation executing on the roll-out strategy and partnering with trusted brands. I'm frontrunning the numbers and I don't mind waiting for the market to see them eventually"
[X Link](https://x.com/TheMiniCapital/status/1968584791449649355) 2025-09-18T07:56Z [---] followers, [----] engagements
"Started a position in $PATH this week. Still digging deeper before sizing up. So far it seems like a classic founder-led turnaround. Market leader at a broken stock price. Founder CEO is back to execute the AI pivot. Healthy balance sheet. Technicalls suggest the bottom is in"
[X Link](https://x.com/TheMiniCapital/status/1968609272763171054) 2025-09-18T09:33Z [---] followers, [----] engagements
"And thank you @StonkChris you got me into looking at $PATH when you shared the technical setup some weeks ago. I then found the fundamentals to be interesting as well"
[X Link](https://x.com/TheMiniCapital/status/1968616061210591508) 2025-09-18T10:00Z [---] followers, [---] engagements
"Bought more $STZ at the open. RSI now lower than [----]. Does the market think humans will stop drinking beer $STZ currently at lowest price since covid. Lowest RSI since [----] P/OCF of [----] P/FCF of [--] FCF yield of 8% Dividend yield of 2.8% Stock down 46% since [----] highs. I'm adding to this new position. $STZ currently at lowest price since covid. Lowest RSI since [----] P/OCF of [----] P/FCF of [--] FCF yield of 8% Dividend yield of 2.8% Stock down 46% since [----] highs. I'm adding to this new position"
[X Link](https://x.com/TheMiniCapital/status/1968676158154707182) 2025-09-18T13:59Z [---] followers, [---] engagements
"Looks like I'm not the only one who has been accumulating $STZ"
[X Link](https://x.com/TheMiniCapital/status/1970141048640078240) 2025-09-22T15:00Z [---] followers, [---] engagements
"I hate when I get a starter position and the stock makes a big move right after. Will keep doing the work as I like what I've seen so far. Not chasing it though will be looking to increase my position on a pullback. $PATH Started a position in $PATH this week. Still digging deeper before sizing up. So far it seems like a classic founder-led turnaround. Market leader at a broken stock price. Founder CEO is back to execute the AI pivot. Healthy balance sheet. Technicalls suggest the bottom is in. https://t.co/cmQFEYKGGR Started a position in $PATH this week. Still digging deeper before sizing"
[X Link](https://x.com/TheMiniCapital/status/1970148923638432009) 2025-09-22T15:31Z [---] followers, [---] engagements
"Apparently $PATH landed on wallstreetbets. I'm sure we're building a smart shareholder base. Risk has just increased so I will definitely wait for a meaningful pullback before adding. This rally might be short-lived"
[X Link](https://x.com/TheMiniCapital/status/1970153359546994861) 2025-09-22T15:48Z [---] followers, [---] engagements
"Update on my large caps: $PYPL increased my position. $BABA sold for 116% return. $UNH same position. $BIDU sold for 41% return. $STZ increased my position. Update on my large caps: $PYPL same position will add if it drops to the low $60s. $BABA same position. $UNH same position will add if it fills the $270 gap. $BIDU new position to which I have been recently adding. $STZ new position will keep buying between $140-$160. Update on my large caps: $PYPL same position will add if it drops to the low $60s. $BABA same position. $UNH same position will add if it fills the $270 gap. $BIDU new"
[X Link](https://x.com/TheMiniCapital/status/1970177949350666244) 2025-09-22T17:26Z [---] followers, [---] engagements
"@SubuTrade @TheShortBear Do these stats hold the same value as before for a stock picker I'd argue not because the S&P [---] has a massively different structure than what it had some years ago. The weight of the top [--] companies increased exponentially. It is not a diversified index anymore"
[X Link](https://x.com/TheMiniCapital/status/1970472547587399798) 2025-09-23T12:57Z [---] followers, [---] engagements
"Bought more $STZ at $131. This might be the bottom. RSI improving selling pressure weakening. Buffet is probably all over this one. We shall see"
[X Link](https://x.com/TheMiniCapital/status/1970502421865734602) 2025-09-23T14:56Z [---] followers, [--] engagements
"I'm long Constellation Brands $STZ. The stock has been hit hard but the sell-off looks overdone. Temporary macro headwinds and political noise have created an opportunity to own a quality business at a great price"
[X Link](https://x.com/TheMiniCapital/status/1971257695895519590) 2025-09-25T16:57Z [---] followers, [---] engagements
"Technicals suggest capitulation is in. Lowest RSI since [----] record volumes and a 50% drawdown from [----] highs. One insider bought in July at $169 and another in May at $188 a total of $490k. Buffett increased his $STZ position in the last quarter at much higher prices"
[X Link](https://x.com/TheMiniCapital/status/1971259075716579632) 2025-09-25T17:02Z [---] followers, [---] engagements
"What PayPal Ads division is building is not priced in at all. $PYPL"
[X Link](https://x.com/TheMiniCapital/status/1971642605147771331) 2025-09-26T18:26Z [---] followers, [----] engagements
"The day after my first $STZ buy at $160 the stock started falling due to the guindance cut. It finally seems to have stabilised at $130. Bullish divergence improving RSI and clear volume increase tells me this might be the floor. FCF yield of 8.85% and under the 200-Month MA at $141 (for the second time in history first was in [----] during the financial crisis) I've been accumulating"
[X Link](https://x.com/TheMiniCapital/status/1972021659960816040) 2025-09-27T19:32Z [---] followers, [---] engagements
"@DeepIceValue @mikealfred Everyone thinks $STZ is risky. That's exactly why it's not"
[X Link](https://x.com/TheMiniCapital/status/1972100479682502858) 2025-09-28T00:46Z [---] followers, [---] engagements
"$DRX.TO just saw its first insider buy in a year at $8/share from an independent board member. Comes right after the companys aggressive buyback spree at $5$10/share. We're still in undervalued area"
[X Link](https://x.com/TheMiniCapital/status/1972690500684493218) 2025-09-29T15:50Z [---] followers, [----] engagements
"$STZ reports soon and I think much of the damage is priced in after the recent guidance cut. Sentiment is very weak but technicals are turning. Bullish divergence improving RSI and rising volume tell me this might be the floor. Insider behaviour also suggest downside is limited as the two most recent sales were not material and were made well above current levels at $169188 while the two most recent buys in January and July came at similar prices and offset the sales. The heavy insider selling happened much higher in [----] at $240260 near ATHs. Stock just broke $135. Holding that into earnings"
[X Link](https://x.com/TheMiniCapital/status/1972700546281668802) 2025-09-29T16:30Z [---] followers, [----] engagements
"Typical $PYPL going dow again. 😂 Because Shopify announced AI-powered commerce with ChatGPT. A lot of people are panicking saying this could kill PayPal. I think people are overthinking it. It was always obvious that shopping would move into AI chats. First it went from desktop to mobile. Now its moving from websites to conversations. This was coming. However AI commerce still needs trusted payments. Fraud protection regulation global reach. PayPal already has all of that. Trust matters more than ever. When people see Pay with PayPal they feel safe buying from a store theyve never heard of."
[X Link](https://x.com/TheMiniCapital/status/1972721921927299417) 2025-09-29T17:55Z [---] followers, 39.3K engagements
"Got a small position (2% of my portfolio) on $PATH two weeks ago at $11.57. When an opportunity passes my sniff test I buy and ask questions later. Unfortunately I'm still doing work around this one and it looks like I might have lost the opportunity to increase my position on the back of the partnership announcements with $NVDA $SNOW $GOOGL and OpenAI. Stock is up +20% pre market. Will be monitoring this situation to see if another opportunity arises"
[X Link](https://x.com/TheMiniCapital/status/1973014022212485258) 2025-09-30T13:16Z [---] followers, [---] engagements
"Yesterday I said people were overthinking the "bad" impact of the OpenAI Shopify and Stripe collaboration on $PYPL. As you can see PayPal is also making big moves on AI commerce. PayPal put new AI smarts into Honey its shopping extension. This gives consumers smart recommendations and deals. For merchants it means more traffic and sales. This is PayPal's plan. They're using AI to bridge product search with a trusted purchase. Trust is the hidden ingredient in AI shopping. PayPal has that trust. This is the execution I was talking about. Look for these changes before Black Friday"
[X Link](https://x.com/TheMiniCapital/status/1973021603567952319) 2025-09-30T13:46Z [---] followers, [----] engagements
"$PYPL timely response: "If you're paying attention to the headlines agentic commerce is arriving at scale. The platform that shapes new user habits in AI commerce will wineveryone else will be left following. The challenge is clear: It's not just about building shopability. It's about delivering trust and confidence with shopper's money. Today we're introducing new capabilities in PayPal Honey that turn answers into sales. When someone asks AI for product recommendations they should instantly discover what merchants have the item see what the prices are and know what kind of value theyll"
[X Link](https://x.com/TheMiniCapital/status/1973081568794005534) 2025-09-30T17:44Z [---] followers, [----] engagements
"$ZETA is buying Marigolds enterprise software business for up to $325M in cash stock and a seller note. Expected to close this year. The deal includes Marigold Loyalty Cheetah Digital Selligent Sailthru Liveclicker and Grow. These platforms serve more than [---] global enterprise brands including [--] Fortune [---] companies. More than 90% of Marigolds revenue is subscription-based. Cost of revenue is under 30%. The deal is expected to boost EBITDA and free cash flow in the first year. It will create cross-sell and up-sell opportunities under the One Zeta model. It also expands the reach in EMEA"
[X Link](https://x.com/TheMiniCapital/status/1973138233622974800) 2025-09-30T21:29Z [---] followers, [----] engagements
"And now $MSFT. The team at $PATH is cooking"
[X Link](https://x.com/TheMiniCapital/status/1973142911093981665) 2025-09-30T21:48Z [---] followers, [---] engagements
"@DividendDynasty $PYPL $STZ $NVO $AVBC"
[X Link](https://x.com/TheMiniCapital/status/1973171790047494182) 2025-09-30T23:43Z [---] followers, [---] engagements
"My parents didn't see the value of ChatGPT when I showed it to them the first time a few years ago. Now they use it every day because they see the value. They talk with AI before even thinking of going on Google. They adopted it much faster than I thought. As long as it makes people's life easier (and it is safe and trusted PayPal plays a big role here) adoption will come. I have no doubt. Good examples @Kaminarizx3"
[X Link](https://x.com/TheMiniCapital/status/1973249543597609074) 2025-10-01T04:52Z [---] followers, [--] engagements
"Fair enough. We all have our stock traumas. I'm guessing you either bought the top and sold at a loss because of the tariffs or you got a good entry in the previous cycle but didn't sell when you were in profit maybe even averaged up and ended up selling for a null or small loss. Or something between these two. Close enough The beauty of stocks is that everything is a function of price and we're not always right. I bought $DRX.TO just before the tariffs at $8-9 as I thought it was already priced in. It turns out it was not at least fully. I was wrong. But I average down during the"
[X Link](https://x.com/TheMiniCapital/status/1973277072781975771) 2025-10-01T06:41Z [---] followers, [---] engagements
"Started a position on $NVO at $55 this week with some of my china profits. Currently 5% of my portfolio. Need to do more work on it but there's clear value around these levels"
[X Link](https://x.com/TheMiniCapital/status/1973288033777836462) 2025-10-01T07:25Z [---] followers, [---] engagements
"$STZ is holding this new level above $134. Selling seems overdone. I'm looking forward to the earnings next week to see if the reversal is confirmed. $STZ reports soon and I think much of the damage is priced in after the recent guidance cut. Sentiment is very weak but technicals are turning. Bullish divergence improving RSI and rising volume tell me this might be the floor. Insider behaviour also suggest downside is $STZ reports soon and I think much of the damage is priced in after the recent guidance cut. Sentiment is very weak but technicals are turning. Bullish divergence improving RSI"
[X Link](https://x.com/TheMiniCapital/status/1973414362522984490) 2025-10-01T15:47Z [---] followers, [----] engagements
"Even after some very good realised investments this year like $BABA $BIDU $ZOMD.V (which I sold too early) $AMD and some unrealised ones such as $OSCR and $ZETA I can see I'm still underperformming the S&P500 in [----]. One of the reasons is the USD/EUR drag but the main one is that my largest position coming into this year $HASH.V saw a 80% drawdown from the peak. I'm still holding and think it'll turn out to be a good investment. But I was probably too overweight and that's a lesson that I take. No matter how much conviction I have the market will always bring some surprises. I starterd"
[X Link](https://x.com/TheMiniCapital/status/1973669110035652784) 2025-10-02T08:39Z [---] followers, [---] engagements
"$PYPL bulls bears and in betweens as well as investors in its competitors should read this. Thank you @weary_centurion. PayPal is the largest position in my portfolio. I've been averaging up since [----] as I've been witnessing the steady underlying progress of the business. $PYPL THESIS MEGA THREAD PART [--] 🧵 In part one I have focussed on addressing; - Business model - Risks - Bear cases - Path to growth re-acceleration Stay tuned for part two Enjoy https://t.co/SSxRH9m9Nb $PYPL THESIS MEGA THREAD PART [--] 🧵 In part one I have focussed on addressing; - Business model - Risks - Bear cases - Path"
[X Link](https://x.com/TheMiniCapital/status/1973722791095546312) 2025-10-02T12:12Z [---] followers, [----] engagements
"$ZETA's CEO approves these notes"
[X Link](https://x.com/TheMiniCapital/status/1973856551501979927) 2025-10-02T21:04Z [---] followers, [----] engagements
"Increased my position on $PATH by 50% at the open after yesterday's gap fill. Got a small position (2% of my portfolio) on $PATH two weeks ago at $11.57. When an opportunity passes my sniff test I buy and ask questions later. Unfortunately I'm still doing work around this one and it looks like I might have lost the opportunity to increase my position on https://t.co/P1nnkIKaBR Got a small position (2% of my portfolio) on $PATH two weeks ago at $11.57. When an opportunity passes my sniff test I buy and ask questions later. Unfortunately I'm still doing work around this one and it looks like I"
[X Link](https://x.com/TheMiniCapital/status/1974108650831806526) 2025-10-03T13:45Z [---] followers, [---] engagements
"Athena new $ZETA product: "This is the future of our company. I will tell you that this to me is the single biggest thing we've ever done. I got the full demonstration about a month ago. I literally got chills at how good it was. I will tell you that when I saw this product and not to belittle Zeta I thought this would be a Meta product. This would be a Google product. We're the ones who crack the code." David Steinberg CEO This is mindblowing. I'm very bullish. My cost basis is $15 but I think even at $19-20 this still undervalued. Remember that the senior leadership team bought shares a"
[X Link](https://x.com/TheMiniCapital/status/1976257895239991481) 2025-10-09T12:06Z [---] followers, [----] engagements
"Crazy. So fast. $ZETA $ZETA - Launches Athena A Super intelligent agent. All in One Ai marketing assistant https://t.co/6h1SkaRB6r $ZETA - Launches Athena A Super intelligent agent. All in One Ai marketing assistant https://t.co/6h1SkaRB6r"
[X Link](https://x.com/TheMiniCapital/status/1976277507625320778) 2025-10-09T13:24Z [---] followers, [---] engagements
"$BRMV Undervalued. An introduction to BioRem Inc stock $BRM.V $BIRMF YouTube channel: https://t.co/fB8UHO97w5 https://t.co/anmMGv0mOE An introduction to BioRem Inc stock $BRM.V $BIRMF YouTube channel: https://t.co/fB8UHO97w5 https://t.co/anmMGv0mOE"
[X Link](https://x.com/TheMiniCapital/status/1887953020979396933) 2025-02-07T19:54Z [---] followers, [----] engagements
"New position in Constellation Brands $STZ. My thesis: - Safe consumer staple trading at historical lows. - Looks like a triple bottom in the stock price with bullish divergence. - I like beer. I'm preparing for the rotation of capital into value. Don't mind being early"
[X Link](https://x.com/TheMiniCapital/status/1961485695979024875) 2025-08-29T17:46Z [---] followers, [----] engagements
"Well this played out a lot faster than I thought. Glad I was able to build a meaningful position in $BIDU at an average of $90 just before it started moving. Together with $BABA I have now a good portion of my portfolio allocated to China. Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon. https://t.co/v4ixeXFwuV Started a position in $BIDU. I've been looking at this company"
[X Link](https://x.com/TheMiniCapital/status/1965028865220501567) 2025-09-08T12:26Z [---] followers, [---] engagements
"Making money on Chinese companies is easy: [--]. Buy when they are hated and undervalued. [--]. Be patient. Sentiment will change and capital will rotate. [--]. Sell when everyone loves them. I'm up 29% on $BIDU and 100% on $BABA. Not selling yet there's still upside left. Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon. https://t.co/v4ixeXFwuV Started a position in $BIDU. I've"
[X Link](https://x.com/TheMiniCapital/status/1966450929193873710) 2025-09-12T10:36Z [---] followers, [----] engagements
"Sticking to my strategy and closed my china trade. Sold my $BABA and $BIDU positions today for 116% and 41% returns respectively. Why Sentiment change. Overbought charts. Increase my cash position again. Now sitting on 20% cash and prepared for volatility. Making money on Chinese companies is easy: [--]. Buy when they are hated and undervalued. [--]. Be patient. Sentiment will change and capital will rotate. [--]. Sell when everyone loves them. I'm up 29% on $BIDU and 100% on $BABA. Not selling yet there's still upside left. Making money on Chinese companies is easy: [--]. Buy when they are hated and"
[X Link](https://x.com/TheMiniCapital/status/1968333664091246836) 2025-09-17T15:18Z [---] followers, [----] engagements
"The core business is a beast. $STZ holds perpetual U.S. rights to premium beer brands like Modelo and Corona giving it a powerful defensible moat. The Hispanic demographic is a massive long-term growth driver that's often overlooked"
[X Link](https://x.com/TheMiniCapital/status/1971257782851809474) 2025-09-25T16:57Z [---] followers, [---] engagements
"The valuation looks compelling. $STZ is trading at a discount to peers with an attractive 9% FCF yield and a 3% dividend. They're returning capital at multi-year lows ($4B buyback program). Plus the cannabis stake in Canopy Growth is a free call option on future growth"
[X Link](https://x.com/TheMiniCapital/status/1971258047407456725) 2025-09-25T16:58Z [---] followers, [---] engagements
"My two cents: $ADYEN is winning on enterprise infrastructure. $FOUR is winning on BNPL. At the moment. $PYPL is playing a different game. It runs a two-sided ecosystem of hundreds of millions of consumers and millions of merchants. That scale creates a data moat where every transaction sharpens its BNPL fraud checkout tools etc. More consumers attract more merchants more merchants attract more consumers. It isnt just a payments processor its a global network where both sides reinforce each other. And as agentic commerce emerges where AI makes purchases on behalf of users PayPal is uniquely"
[X Link](https://x.com/TheMiniCapital/status/1973008650613469430) 2025-09-30T12:54Z [---] followers, [----] engagements
"@EquityBrian Here's a good example on the kind of advantages $PYPL has on an AI commerce world that $ADYEN and $FOUR can't easily replicate: https://x.com/TheMiniCapital/status/1973021603567952319t=UkAgnZafP_nvR_Qln4BU1g&s=19 Yesterday I said people were overthinking the "bad" impact of the OpenAI Shopify and Stripe collaboration on $PYPL. As you can see PayPal is also making big moves on AI commerce. PayPal put new AI smarts into Honey its shopping extension. This gives consumers smart https://t.co/gQVFdCY1ZP"
[X Link](https://x.com/TheMiniCapital/status/1973024122549756242) 2025-09-30T13:56Z [---] followers, [---] engagements
"Here are my notes after listening to $ZETA's conference call on the acquisition of Marigold's enterprise assets: Deal Overview Purchase Price: $325M (subject to adjustments) $200M at close ($100M cash + $100M stock) $125M three months later ($50M cash + $75M stock) Timing: Expected late Q4 [----]. Acquired revenue to be reported separately in Year [--]. Financial Impact Adds $190M revenue in [----] with mid-to-high-teens EBITDA margin. Valuation 1.7x [----] sales 10x EBITDA attractive vs. peers. 90% subscription revenue recurring revenue mix rises from 50% to 60%. Acquired COGS 30% vs. Zetas 40%"
[X Link](https://x.com/TheMiniCapital/status/1973788067023540728) 2025-10-02T16:32Z [---] followers, [----] engagements
"@JordanKwan2015 They can't right now they are in the blackout period. However one insider purchased a total of $341k at $170/share in early August"
[X Link](https://x.com/TheMiniCapital/status/1973789222021877990) 2025-10-02T16:36Z [---] followers, [--] engagements
"A few more $PATH shares at closing. Overall increased my starter position by 75% today"
[X Link](https://x.com/TheMiniCapital/status/1974188351856259220) 2025-10-03T19:02Z [---] followers, [---] engagements
"$PATH is now battling the 200-Week MA at $17. I'm already up 40%+ on this one in [--] weeks. Wallstreetbets have now found this one and might make it the new meme. I will hold for now as I think it is not overvalued yet. But I'm not adding at this levels due to the lower margin of safety. Things could get crazy on this one"
[X Link](https://x.com/TheMiniCapital/status/1976282865798160611) 2025-10-09T13:45Z [---] followers, [---] engagements
"Correction now up 56% on $PATH. It's gaining a lot of attention on X and reddit. Not selling yet. This is still a small blip in the [--] year chart"
[X Link](https://x.com/TheMiniCapital/status/1976368787403440252) 2025-10-09T19:26Z [---] followers, [---] engagements
"$PATH recognised again in the AI field by Gartner"
[X Link](https://x.com/TheMiniCapital/status/1976379494840897543) 2025-10-09T20:09Z [---] followers, [----] engagements
"Update on my large cap stocks: $PYPL same position $UNH same position $STZ same position $NVO new position at $55 $PFE new position at $24 Update on my small/mid cap stocks: $OSCR same position $ZETA same position $PATH new position at $12 Update on my large caps: $PYPL increased my position. $BABA sold for 116% return. $UNH same position. $BIDU sold for 41% return. $STZ increased my position. Update on my large caps: $PYPL increased my position. $BABA sold for 116% return. $UNH same position. $BIDU sold for 41% return. $STZ increased my position"
[X Link](https://x.com/TheMiniCapital/status/1980319424126304752) 2025-10-20T17:05Z [---] followers, [---] engagements
"And just took a starter position in $LEN at the open"
[X Link](https://x.com/TheMiniCapital/status/1980630370606358953) 2025-10-21T13:40Z [---] followers, [---] engagements
"Entered $LEN at $122 on the breakout retest this morning. Still researching the name and may add if the price structure holds. Strategy remains unchanged: accumulating value across beaten-down sectors ahead of a possible rotation from riskier assets into quality. Current value plays: $PYPL $STZ $UNH $NVO $PFE $LEN"
[X Link](https://x.com/TheMiniCapital/status/1980656162313039877) 2025-10-21T15:23Z [---] followers, [---] engagements
"@benbonning @ragingbullcap $SNAP volume up in September likely because of this:"
[X Link](https://x.com/TheMiniCapital/status/1980695417626251467) 2025-10-21T17:59Z [---] followers, [----] engagements
"Took a small spec position in $SNAP. Passed my sniff test like $PATH did some weeks ago. Will keep doing more work on it to decide if I increase the position or not"
[X Link](https://x.com/TheMiniCapital/status/1980724327952896220) 2025-10-21T19:54Z [---] followers, [----] engagements
"Great write-up on $SNAP. Long $SNAP in size below $8. Patten recognition or idiocy One of my best investments was a 10% position in $SPOT in Dec [----] with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the Long $SNAP in size below $8. Patten recognition or idiocy One of my best investments was a 10% position in $SPOT in Dec [----] with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the"
[X Link](https://x.com/TheMiniCapital/status/1980729676751413327) 2025-10-21T20:15Z [---] followers, [---] engagements
"@Kafka7invest 😅 I know started doing some work on this one after the large drop in August and the recent price action + @ragingbullcap convinced me to start a position. Need to study more. Feel free to share your thesis"
[X Link](https://x.com/TheMiniCapital/status/1980730808068395375) 2025-10-21T20:19Z [---] followers, [---] engagements
"@ragingbullcap @Kafka7invest If $SNAP dumps 25% on earnings no need to worry about taxes"
[X Link](https://x.com/TheMiniCapital/status/1980731575773065273) 2025-10-21T20:23Z [---] followers, [---] engagements
"@rdizzle6957253 @benbonning @ragingbullcap The $550M convert activity helped lift the price but you're right it does not explain the massive volume alone. The volume is likely caused by Wall Street machines trading back and forth all day making the number look much bigger than the actual buying"
[X Link](https://x.com/TheMiniCapital/status/1980734974333432166) 2025-10-21T20:36Z [---] followers, [---] engagements
"I agree with you both. $SNAP has 469M daily users and a $13B market cap. Thats roughly $28 per user. Chat GPT tells me that past platform buyouts were priced far higher: WhatsApp: $42/user LinkedIn: $60/user Twitter: $180/user To me it feels extremely cheap for a platform with this kind of reach and a young global audience. A takeover would cost a lot more than the current price"
[X Link](https://x.com/TheMiniCapital/status/1980740811315630446) 2025-10-21T20:59Z [---] followers, [---] engagements
"@sosacapital @Kafka7invest @ragingbullcap Also true but one could also argue that the others have better fundamentals at the moment and therefore deserve higher valuations. That's why I think comparing to prior acquisition prices makes more sense in this case"
[X Link](https://x.com/TheMiniCapital/status/1980758278339543377) 2025-10-21T22:09Z [---] followers, [--] engagements
"Added to my $PATH position as the stock is retesting the breakout level at $15.30. Average cost of my shares now at $12.50"
[X Link](https://x.com/TheMiniCapital/status/1980995138492289077) 2025-10-22T13:50Z [---] followers, [---] engagements
"I've decided to keep my $SNAP position small and not add at these levels. I think their technology is strong and like their pace of innovation but theres one thing I more clarity on before sizing up: The rollout of the new paid Memories storage plans is getting major backlash across social media. I want to see how this translates into actual behavior not users' comments. People complain online but still pay if the service is essential. And after reading hundreds of user reviews I was shocked by how many have their entire lifes photos and videos stored on Snapchat. That kind of emotional"
[X Link](https://x.com/TheMiniCapital/status/1981433022844194959) 2025-10-23T18:50Z [---] followers, [---] engagements
"Got back into China exposure this time through $JD. Sentiment nowhere near euphoric now. The charts have cooled off and JD looks like the catch-up trade that never played out vs. $BABA and $BIDU. At this point many investors have already given up on it. $32 is acting as support selling volume is drying up and the daily RSI is improving. Valuation is cheap the risk/reward looks quite attractive. I'm positioning for another "buy china" run. Sticking to my strategy and closed my china trade. Sold my $BABA and $BIDU positions today for 116% and 41% returns respectively. Why Sentiment change."
[X Link](https://x.com/TheMiniCapital/status/1981454103344546194) 2025-10-23T20:14Z [---] followers, [----] engagements
"$MA and $PYPL partnering to make AI shopping simple and secure. As AI agents begin to shop and pay on behalf of users merchants need an easy way to support this shift. By offering PayPal checkout businesses can accept AI-driven payments without extra technical work. It reduces friction cuts cart abandonment and helps merchants reach more customers while giving shoppers more choice and a smoother experience. To me this shows how strong PayPals position in the world of agentic commerce is getting. I think they're setting themselves to be at the center of the next wave of digital payments. I'm"
[X Link](https://x.com/TheMiniCapital/status/1982777597592268923) 2025-10-27T11:53Z [---] followers, [----] engagements
"Nice add on $PATH the other day. This year Ive learned to get over the mental block I used to have with averaging up. Its a great way to build a position with some margin of safety. Im already in profit and the market is signalling my thesis might be right"
[X Link](https://x.com/TheMiniCapital/status/1982906149629460935) 2025-10-27T20:24Z [---] followers, [---] engagements
"A month ago everyone freaked out over how the Shopify x OpenAI partnership would kill PayPal. It was fun to watch. Many thanks for the cheap shares. I also told some friends and family to buy that day. I'm getting some really happy messages from them this morning. Very long $PYPL with a cost basis of $64. See you higher. Typical $PYPL going dow again. 😂 Because Shopify announced AI-powered commerce with ChatGPT. A lot of people are panicking saying this could kill PayPal. I think people are overthinking it. It was always obvious that shopping would move into AI chats. First it went from"
[X Link](https://x.com/TheMiniCapital/status/1983132616690741349) 2025-10-28T11:23Z [---] followers, [---] engagements
"@Kross_Roads Jamie Miller could be a bit more optimistic and happy in the earnings call. She usually downgrades the excitement that Alex is trying to bring. I'm sure she is a great professional. Maybe she just wants to keep the share price low to buy more"
[X Link](https://x.com/TheMiniCapital/status/1983271736834687210) 2025-10-28T20:36Z [---] followers, [----] engagements
"Isnt $PYPL building on agentic commerce Btw I'm also long $ZETA. New @ZetaGlobal research shows the AI shopping revolution has arrived. For retailers this is the moment of truth. The future of loyalty belongs to brands that make intelligence feel human. Zeta is leading the way helping retailers better connect with algorithms and https://t.co/FjXlSJ57g2 New @ZetaGlobal research shows the AI shopping revolution has arrived. For retailers this is the moment of truth. The future of loyalty belongs to brands that make intelligence feel human. Zeta is leading the way helping retailers better"
[X Link](https://x.com/TheMiniCapital/status/1983486218433372533) 2025-10-29T10:49Z [---] followers, [----] engagements
"@weary_centurion @WagerWizard00 $ZETA data indicates agentic commerce is launching sooner than most expect. This is bullish for $PYPL. https://x.com/dsteinberg10000/status/1983270005484728330t=WMNgK0XSeiEE0yx7MmwryQ&s=19 New @ZetaGlobal research shows the AI shopping revolution has arrived. For retailers this is the moment of truth. The future of loyalty belongs to brands that make intelligence feel human. Zeta is leading the way helping retailers better connect with algorithms and https://t.co/FjXlSJ57g2 https://x.com/dsteinberg10000/status/1983270005484728330t=WMNgK0XSeiEE0yx7MmwryQ&s=19"
[X Link](https://x.com/TheMiniCapital/status/1993663863632650720) 2025-11-26T12:51Z [---] followers, [---] engagements
"Finally back from some weeks of vacation. Didn't make many moves other than substantially increasing my positions in $PYPL and $PATH during the market weakness. Unfortunately missed the lows on $OSCR and the gap fill on $ZETA. Either way with this I burned my cash position so I decided to sell my $BRM.V (currently over bought) and $BEW.V (great financial results but valuation a bit extended) for some healthy profits. I like both companies and would likely re-enter at lower prices. Now sitting on 15% cash again"
[X Link](https://x.com/TheMiniCapital/status/1993723089373303284) 2025-11-26T16:46Z [---] followers, [---] engagements
"$HASH.V results are out"
[X Link](https://x.com/TheMiniCapital/status/1994178047730225280) 2025-11-27T22:54Z [---] followers, [----] engagements
"$HASH.V sentiment still in the sink. It will be interesting to see price action today and understand how many shares the bears still have. Weve gone from "fake revenue" to "theyll burn cash and go out of business by Q2" to now "QoQ revenue will fall forever they won't be able to pay debt and will need to raise soon". Well I guess the situation has improved. I'm on the bull camp and think the current valuation is a good deal. Here's a great comment by @Curious_Stoic:"
[X Link](https://x.com/TheMiniCapital/status/1994324155236229157) 2025-11-28T08:35Z [---] followers, [---] engagements
""Two years ago Paypal was a pay now ecommerce option - We are now a pain now pain later pain online pain in-store and pain agentically." Just kidding 😂 I'm long $PYPL. Also paraphrasing $PYPL CEO Alex Chriss from Citi Fintech Conference last week: "We are fundamentally a stronger company than we were two years ago. We are on pace for 6-7% Transaction Margin Growth this year.". (Sounds like he reaffirmed Q4 guidance here.) "Two years Also paraphrasing $PYPL CEO Alex Chriss from Citi Fintech Conference last week: "We are fundamentally a stronger company than we were two years ago. We are on"
[X Link](https://x.com/TheMiniCapital/status/1994349785076187442) 2025-11-28T10:16Z [---] followers, [---] engagements
"@vicin888 Stocks go up and down. Maybe that was the top maybe not. Time will tell. Paul is a great and honest investor and hes sharing his view just like anyone else can. I'm long this company and bought more shares yesterday"
[X Link](https://x.com/TheMiniCapital/status/1994929032828195149) 2025-11-30T00:38Z [---] followers, [--] engagements
"@vicin888 You're generalising from two examples. There's plenty of other stocks that were shared at [--] week highs that have gone even further"
[X Link](https://x.com/TheMiniCapital/status/1994937297037660393) 2025-11-30T01:11Z [---] followers, [--] engagements
"Added $SEZL to my investments account and entered $LYFT $QCOM and $ERO in my trading account"
[X Link](https://x.com/TheMiniCapital/status/1995940711439671670) 2025-12-02T19:38Z [---] followers, [---] engagements
"$SEZL looks fundamentally undervalued. Its trading at 18.5x earnings and 14.3x forward earnings with revenues and earnings growing over 50%. Technically it just reclaimed key short-term moving averages with MACD and RSI turning up. The chart is tightening"
[X Link](https://x.com/TheMiniCapital/status/1996144579893207373) 2025-12-03T09:08Z [---] followers, [---] engagements
"$LYFT is trading at a clear discount to $UBER. Im still unsure about the moat but whats clear is that the business is being run far better than in the past and the stock reflects that. Its breaking out of a four-year base with a gap to fill toward $32. Price is above all major moving averages with MACD and RSI improving. The risk-reward looks compelling here for a trade at least"
[X Link](https://x.com/TheMiniCapital/status/1996147469294448715) 2025-12-03T09:20Z [---] followers, [---] engagements
"$QCOM is trading at a reasonable valuation broadly in line with historical levels. It has reclaimed all major moving averages and is now sitting at a key resistance area with MACD and RSI turning up. A break through the $170s likely sends it higher"
[X Link](https://x.com/TheMiniCapital/status/1996148972927299896) 2025-12-03T09:26Z [---] followers, [----] engagements
"$ERO is breaking out of a five-year range and its holding up well on the retest of that breakout. It looks strong here and feels like it has room for a move higher"
[X Link](https://x.com/TheMiniCapital/status/1996150193142595755) 2025-12-03T09:31Z [---] followers, [---] engagements
"Jamie Miller does it again and $PYPL tanks. Appreciate the bearish commentary that doesnt line up with the fundamentals at all. I added more shares today and Ill keep buying whenever it gets oversold near the bottom of the trend line. I still see this heading to $120 eventually and then filling the gap up toward $180. Its my largest position with a $63 cost basis"
[X Link](https://x.com/TheMiniCapital/status/1996257466732949948) 2025-12-03T16:37Z [---] followers, [---] engagements
"After getting stoped out of my $JD entry some weeks ago I'm thinking about getting back into $BABA and $BIDU after a strong run earlier this year. Rationale: - Sentiment is far from euphoric now both stocks have cooled off. - $KWEB is retesting its five-year breakout area and holding the 200MA nicely. - Volume has dried up on both and theyre tightening between the [--] and [--] SMAs with MACD and RSI starting to improve. Keeping a close eye on these. Sticking to my strategy and closed my china trade. Sold my $BABA and $BIDU positions today for 116% and 41% returns respectively. Why Sentiment"
[X Link](https://x.com/TheMiniCapital/status/1996559067276304862) 2025-12-04T12:35Z [---] followers, [---] engagements
"Volume is drying up on $OSCR. A large move is coming"
[X Link](https://x.com/TheMiniCapital/status/1996575673129832862) 2025-12-04T13:41Z [---] followers, [---] engagements
"Similar thing happening with $ZETA"
[X Link](https://x.com/TheMiniCapital/status/1996581312690372996) 2025-12-04T14:04Z [---] followers, [---] engagements
"Just averaged up on $ZETA bringing my cost basis to just under $16"
[X Link](https://x.com/TheMiniCapital/status/1996644614498107625) 2025-12-04T18:15Z [---] followers, [---] engagements
"@AndersReiche Fortunately you're not $PATH's CEO"
[X Link](https://x.com/TheMiniCapital/status/1996912983440789804) 2025-12-05T12:02Z [---] followers, [---] engagements
"@mindofzen_ Unlikely to be acquired the CEO has supervoting shares and wants to build a big business"
[X Link](https://x.com/TheMiniCapital/status/1996915193457307790) 2025-12-05T12:10Z [---] followers, [--] engagements
"$STZ We still went for the double bottom after earnings but we've now recovered the 50MA. The monthly chart shows how bad the situation got with sentiment worse than during covid and the financial crisis. I believe we see a huge rebound on this one in the next year. Undervalued quality company. I'm still listening to the $STZ conference call but I can already say that I like the tone and the confidence of management. They have a long-term plan and are sticking with it. Analysts main question is still about the macro headwinds. Is it structural Is it cyclical https://t.co/SrMMAKKasA I'm still"
[X Link](https://x.com/TheMiniCapital/status/1996977335384396144) 2025-12-05T16:17Z [---] followers, [---] engagements
"$PFE has been tightening up and it looks like it wants to break higher. Im in at $24. Its part of the safer bucket in my portfolio alongside $STZ $UNH $NVO $LEN and $PYPL where I feel the downside risk is quite limited"
[X Link](https://x.com/TheMiniCapital/status/1996980842506182947) 2025-12-05T16:31Z [---] followers, [---] engagements
"This $QCOM trade is playing out well. Got in at $167 last week. Let's see how it handles the $180s. $QCOM is trading at a reasonable valuation broadly in line with historical levels. It has reclaimed all major moving averages and is now sitting at a key resistance area with MACD and RSI turning up. A break through the $170s likely sends it higher. https://t.co/00pnNXjaIo $QCOM is trading at a reasonable valuation broadly in line with historical levels. It has reclaimed all major moving averages and is now sitting at a key resistance area with MACD and RSI turning up. A break through the $170s"
[X Link](https://x.com/TheMiniCapital/status/1998803402437128455) 2025-12-10T17:14Z [---] followers, [---] engagements
"$LYFT faded. Watching for support in the $19s. Currently oversold. $LYFT is trading at a clear discount to $UBER. Im still unsure about the moat but whats clear is that the business is being run far better than in the past and the stock reflects that. Its breaking out of a four-year base with a gap to fill toward $32. Price is above all https://t.co/frhOAUtsfF $LYFT is trading at a clear discount to $UBER. Im still unsure about the moat but whats clear is that the business is being run far better than in the past and the stock reflects that. Its breaking out of a four-year base with a gap to"
[X Link](https://x.com/TheMiniCapital/status/1998804635147186570) 2025-12-10T17:18Z [---] followers, [---] engagements
"PayPal is moving beyond payments. Its building a retail-media business that shows ads at key commerce moments like in post-checkout through its partnership with Rokt. With first-party transaction data PayPal can target based on what customers actually buy not just guesses. Its also launching Ads Manager so small and mid-sized merchants can monetise their checkout flows something that used to be possible only for giants like Amazon or Walmart. With hundreds of millions of accounts millions of merchants and direct visibility into purchases PayPal can offer high-intent contextual ads that most"
[X Link](https://x.com/TheMiniCapital/status/1999074330370506819) 2025-12-11T11:10Z [---] followers, [---] engagements
"$STZ my second largest position has quietly been on the move up 19% from its lows. There's still room to run with a gap above"
[X Link](https://x.com/TheMiniCapital/status/1999128645051256859) 2025-12-11T14:46Z [---] followers, [---] engagements
"Just averaged up on my $SEZL position at $70. Cost basis is low $60s now. $SEZL looks fundamentally undervalued. Its trading at 18.5x earnings and 14.3x forward earnings with revenues and earnings growing over 50%. Technically it just reclaimed key short-term moving averages with MACD and RSI turning up. The chart is tightening. https://t.co/TbRfMFmEXB $SEZL looks fundamentally undervalued. Its trading at 18.5x earnings and 14.3x forward earnings with revenues and earnings growing over 50%. Technically it just reclaimed key short-term moving averages with MACD and RSI turning up. The chart is"
[X Link](https://x.com/TheMiniCapital/status/1999575320614117397) 2025-12-12T20:21Z [---] followers, [---] engagements
"Added to my $ODD position. Now a middle sized position in my portfolio"
[X Link](https://x.com/TheMiniCapital/status/1999583543660306918) 2025-12-12T20:54Z [---] followers, [---] engagements
"If you're not familiar with the history of @sezzleinc $SEZL and its founder @CharlieYouakim I really recommend listening to this podcast episode: I've been researching the company over the past few weeks and have recently established a position. They are winners. https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407 https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407 https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407 https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407"
[X Link](https://x.com/TheMiniCapital/status/1999814478444040478) 2025-12-13T12:11Z [---] followers, [----] engagements
"$SEZL doubles down"
[X Link](https://x.com/TheMiniCapital/status/2000733158505943502) 2025-12-16T01:02Z [---] followers, [----] engagements
"Kyle Brehm an Independent Non-Executive Director at Sezzle $SEZL recently bought $70k worth of shares at an average price of $57.5. Kyle currently serves as an officer and tax attorney at the law firm of Fredrikson & Byron P.A"
[X Link](https://x.com/TheMiniCapital/status/2000880391251451953) 2025-12-16T10:47Z [---] followers, [---] engagements
"Over a year ago a short report pushed $ZETA down from $38 and insiders started buying the stock. Today its still trading below the prices they paid. Im happy to take advantage of this opportunity and would welcome another chance to buy in the $16s"
[X Link](https://x.com/TheMiniCapital/status/2000885598932918479) 2025-12-16T11:07Z [---] followers, [----] engagements
"$PFE now at $26 showing relative strength in the last few days"
[X Link](https://x.com/TheMiniCapital/status/2000890417018032471) 2025-12-16T11:27Z [---] followers, [---] engagements
"$SZT now looking for a higher low. Trading at a forward PE of [--] and a FCF yield of 7.2%. Can't stay this undervalued forever imo"
[X Link](https://x.com/TheMiniCapital/status/2000892385036001683) 2025-12-16T11:34Z [---] followers, [---] engagements
"Up 10% yesterday"
[X Link](https://x.com/TheMiniCapital/status/2001233715784032757) 2025-12-17T10:11Z [---] followers, [---] engagements
"Im long $ODD but I understand why $ELF trades at a valuation premium. ELF has a well-known brand more stable revenues and a longer earnings track record than ODD. Its also a US company rather than an Israeli one which gives investors more "comfort". That doesnt mean ODD cant get there over time. For now imo the valuation gap makes sense. My bet is that ODD eventually closes it. https://twitter.com/i/web/status/2001279412273103129 https://twitter.com/i/web/status/2001279412273103129"
[X Link](https://x.com/TheMiniCapital/status/2001279412273103129) 2025-12-17T13:12Z [---] followers, [---] engagements
"This is James Faucette Morgan Stanley analyst downgrading Paypal $PYPL. Incredible returns. He recommended it at $300 during the pandemic highs. Now he is calling it a $51 stock. Inverse James. Not financial advice"
[X Link](https://x.com/TheMiniCapital/status/2001644360413458900) 2025-12-18T13:22Z [---] followers, 11.3K engagements
"We're going from red to green on $PYPL. Volume on the first hour of trading matches the volume from a month ago when we hit $58. Looks like there's demand at these levels. The market does not agree with Mr. Faucette's stupid price target. I bought more earlier"
[X Link](https://x.com/TheMiniCapital/status/2001686514191700422) 2025-12-18T16:10Z [---] followers, [---] engagements
"$ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP. The chart is getting tight. The company is undervalued. I bought more. It is now a top [--] position in my portfolio right behind $PATH"
[X Link](https://x.com/TheMiniCapital/status/2002054098305335385) 2025-12-19T16:31Z [---] followers, [---] engagements
"$SEZL trying to breakout"
[X Link](https://x.com/TheMiniCapital/status/2003125349383803104) 2025-12-22T15:27Z [---] followers, [---] engagements
"@wealthmatica you're likely right. Here's another confirmation that a big $ZETA announcement is coming at CES. $ZETA CES thoughts The quiet hints are the best. When I made this post a few weeks ago I knew it would grab some attention. But specially David the CEO engaged with it. I didnt expect this. Why Well this post is the type of content you DO NOT engage with if there $ZETA CES thoughts The quiet hints are the best. When I made this post a few weeks ago I knew it would grab some attention. But specially David the CEO engaged with it. I didnt expect this. Why Well this post is the type of"
[X Link](https://x.com/TheMiniCapital/status/2003496934435398100) 2025-12-23T16:04Z [---] followers, [----] engagements
"Sold $PFE yesterday for roughly breakeven to add to $ZETA. Need to see if Pfizer is able to hold the lower trend line and then I'll get in again"
[X Link](https://x.com/TheMiniCapital/status/2003821183356325902) 2025-12-24T13:32Z [---] followers, [---] engagements
"Seems like I made the right call. $LEN showing a lot of weakness while $AES looks ready to explode"
[X Link](https://x.com/TheMiniCapital/status/2003821917589897518) 2025-12-24T13:35Z [---] followers, [---] engagements
"$SEZL holding key MAs (weekly 10EMA daily 20EMA). 25%+ revenue growth and 30% EPS growth expected next year. 22x PE 17x forward PE. $100M buyback extension. $2.4B market cap. Hard to call this anything but undervalued. It is setting itself up for a big move imo"
[X Link](https://x.com/TheMiniCapital/status/2004598130361471054) 2025-12-26T17:00Z [---] followers, [----] engagements
"Glad I added to $ZETA over the past few weeks while the stock was clearly tightening. The weekly chart looks great. Theres 90% upside just to retest ATHs at $38 which lines up perfectly with the channel. I think we see $26 fairly soon. CES [--] could be the catalyst and with more clarity on last years lawsuit a move toward $38 within [----] looks very realistic. For reference the company is expected to grow sales 30% and earnings 45% while trading at 20x forward PE. Undervalued imo. $ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP."
[X Link](https://x.com/TheMiniCapital/status/2004602409079717907) 2025-12-26T17:17Z [---] followers, [---] engagements
"$ODD sellers look like theyre drying up. This is a fairly illiquid name and its been finding support at the November lows AVWAP. The weekly chart looks constructive with MACD and RSI curling up. Looks primed for a big move"
[X Link](https://x.com/TheMiniCapital/status/2004606430603874664) 2025-12-26T17:33Z [---] followers, [---] engagements
"@71boy71 Low volume days end of tax loss harvesting. I don't trade short time frames. And if you are saying happens I'll lock in some small gains with my stop loss and rebuy again later"
[X Link](https://x.com/TheMiniCapital/status/2004625132548219021) 2025-12-26T18:47Z [---] followers, [--] engagements
"$AES is slowly breaking out"
[X Link](https://x.com/TheMiniCapital/status/2005753543836442749) 2025-12-29T21:31Z [---] followers, [---] engagements
"$PFE 0% $ZETA +17% 👌"
[X Link](https://x.com/TheMiniCapital/status/2006039383460237753) 2025-12-30T16:27Z [---] followers, [---] engagements
"I'm out of $ODD. SL triggered this morning. Will be watching the price action here for a better entry. Need to see some strength on this structure"
[X Link](https://x.com/TheMiniCapital/status/2006040918369939549) 2025-12-30T16:33Z [---] followers, [---] engagements
"My $SEZL stop was triggered yesterday after losing the lows AVWAP and the [--] MA. I booked a small profit and will be watching the price action for a potential re-entry. In this choppy market I want to keep risk tight and let the chart speak. I still like this one as a [----] play"
[X Link](https://x.com/TheMiniCapital/status/2006678548917137812) 2026-01-01T10:47Z [---] followers, [---] engagements
"Exited my $QCOM position with the loss of the 50SMA yesterday for a small profit"
[X Link](https://x.com/TheMiniCapital/status/2006679446850515012) 2026-01-01T10:50Z [---] followers, [---] engagements
"$NVO might be breaking the downtrend. I have a position"
[X Link](https://x.com/TheMiniCapital/status/2008500436299640833) 2026-01-06T11:26Z [---] followers, [---] engagements
"Got stopped out. Will be monitoring it"
[X Link](https://x.com/TheMiniCapital/status/2008585459899998530) 2026-01-06T17:04Z [---] followers, [---] engagements
"Gave it another go when I saw the large volume coming in right at December lows. $GRND"
[X Link](https://x.com/TheMiniCapital/status/2008658758147420505) 2026-01-06T21:55Z [---] followers, [---] engagements
"$UNH breaking the diagonal resistance while closing for the first time above the 200SMA on the daily and reclaiming the [--] [--] and [--] EMAs on the weekly. Setting up for another leg higher. I'm positioned at an average cost of $281"
[X Link](https://x.com/TheMiniCapital/status/2008661391889371376) 2026-01-06T22:06Z [---] followers, [---] engagements
"On December [--] $ZETA chart was telling us where this thing was going. I already had a position since the $15s but I averaged up aggressively. I'm now up 45%. $ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP. The chart is getting tight. The company is undervalued. I bought more. It is now a top [--] position in my portfolio right behind $PATH. $ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP. The chart is getting tight. The company is undervalued. I bought more. It is now"
[X Link](https://x.com/TheMiniCapital/status/2008664088638091409) 2026-01-06T22:16Z [---] followers, [---] engagements
"$PATH looking very good. I'm up 38%. If there's a retest of this breakout I'll consider averaging up on my position. $PATH is now my third largest position with a cost basis of $12.58. The best-case scenario for me would be for it to take a breather over the next few weeks let it build another support level so I can average up before the next move. I think it has the energy to break out of https://t.co/iM3eTtkiV3 $PATH is now my third largest position with a cost basis of $12.58. The best-case scenario for me would be for it to take a breather over the next few weeks let it build another"
[X Link](https://x.com/TheMiniCapital/status/2008665647392448772) 2026-01-06T22:23Z [---] followers, [---] engagements
"$PATH's IPO AVWAP in the $18s is the main resistance now. After that it's clear skies. My current cost basis is $12.58 I have a good margin of safety to average up"
[X Link](https://x.com/TheMiniCapital/status/2008870048153399396) 2026-01-07T11:55Z [---] followers, [---] engagements
"Is $SNAP finally breaking out I have a position with a cost basis of $7.83. Took a small spec position in $SNAP. Passed my sniff test like $PATH did some weeks ago. Will keep doing more work on it to decide if I increase the position or not. https://t.co/RYvjtbwhea Took a small spec position in $SNAP. Passed my sniff test like $PATH did some weeks ago. Will keep doing more work on it to decide if I increase the position or not. https://t.co/RYvjtbwhea"
[X Link](https://x.com/TheMiniCapital/status/2008952784926679529) 2026-01-07T17:24Z [---] followers, [----] engagements
"Bought $LYFT again. It is trading at a significant discount to $UBER. The stock has been compressing since September with selling volume decreasing. I think there's a good chance of a breakout soon filling the gap to $30. It looks like it is just waiting for the catalyst"
[X Link](https://x.com/TheMiniCapital/status/2008991592108183904) 2026-01-07T19:58Z [---] followers, [----] engagements
"Out of $SNAP with a small gain of +6%. Looks like it is not ready yet"
[X Link](https://x.com/TheMiniCapital/status/2009303364836655472) 2026-01-08T16:37Z [---] followers, [---] engagements
"@Kafka7invest It might be. The volume just doesn't look good enough for me yet. Having said this I'm often wrong. However my priority is to preserve my capital. I'll take another chance if I see the set up improving"
[X Link](https://x.com/TheMiniCapital/status/2009321884454932978) 2026-01-08T17:50Z [---] followers, [--] engagements
"Out of $DLO for a small gain as my stop got hit today. In my watchlist for a possible better re-entry"
[X Link](https://x.com/TheMiniCapital/status/2009748839918358967) 2026-01-09T22:07Z [---] followers, [---] engagements
"@jaebuttlucky Mostly risk management. It was my smaller position and it was behaving worser than the rest. With the market a bit choppy and undecided I opted for a tight stop. Will keep monitoring it"
[X Link](https://x.com/TheMiniCapital/status/2009804486337036426) 2026-01-10T01:48Z [---] followers, [--] engagements
"Just increased my $PATH position by 50%. It is now the 2nd largest of my portfolio (13%)"
[X Link](https://x.com/TheMiniCapital/status/2011108225039647155) 2026-01-13T16:09Z [---] followers, [---] engagements
"Increased my position in $ZETA by 15% on today's dip. My cost basis is now $17.36"
[X Link](https://x.com/TheMiniCapital/status/2011116489487655023) 2026-01-13T16:41Z [---] followers, [---] engagements
"$PATH with a perfect pullback to the penny on the daily 50SMA and the weekly 200SMA. There's a gap below it but so far buyers are showing up"
[X Link](https://x.com/TheMiniCapital/status/2011120083628933206) 2026-01-13T16:56Z [---] followers, [---] engagements
"Bought more $LYFT. The compression continues"
[X Link](https://x.com/TheMiniCapital/status/2011155084491784264) 2026-01-13T19:15Z [---] followers, [---] engagements
"Added to [--] positions today: $PATH increased by 50% (cost basis $13.69) $ZETA increased by 15% (cost basis $17.36) $LYFT increased by 25% (cost basis $19.68)"
[X Link](https://x.com/TheMiniCapital/status/2011156945504526498) 2026-01-13T19:22Z [---] followers, [---] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MartimClara_ Martim Clara
Martim Clara posts on X about $zeta, $pypl, $stz, $path the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -99%
- [--] Month [---------] +6,635%
- [--] Months [---------] +5,500%
- [--] Year [---------] +932,726%
Mentions: [--] #
- [--] Month [--] -90%
- [--] Months [---] +287%
- [--] Year [---] +3,483%
Followers: [---------] #
- [--] Week [---] +0.15%
- [--] Month [---] +1.40%
- [--] Months [---] +39%
- [--] Year [---] +2,721%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries social networks
Social topic influence $zeta, $pypl, $stz, $path, $unh, in the, $oscr, breakout, has been, $baba
Top accounts mentioned or mentioned by @ragingbullcap @dsteinberg10000 @oskargoyvaerts @kafka7invest @rhinoinsight @cardlytics @wearycenturion @benbonning @zetaglobal @vicin888 @kyleadamsstocks @hcapinvesting @blizzardns @thexcapitalist @acce @rtelfordinvest @onecentinvest @nebraskangooner @riyadosofian @investormexican
Top assets mentioned ZetaChain (ZETA) PayPal Holdings Inc (PYPL) Constellation Brands, Inc. Class A (STZ) UiPath, Inc. (PATH) UnitedHealth Group (UNH) Oscar Health, Inc. (OSCR) Alibaba Group (BABA) Sezzle Inc. Common Stock (SEZL) Snap, Inc. (SNAP) Advanced Micro Devices (AMD) Lyft, Inc. Class A Common Stock (LYFT) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO) Pfizer, Inc. (PFE) ODDITY Tech Ltd (ODD) APA Corp (US) (APA) Alcoa, Corp. (AA) Shopify Inc (SHOP) Lennar Corporation (LEN) Legence Corp (LGN) QUALCOMM, Inc. (QCOM) AES, Corp. (AES) Decentral Games (DG) Uber Technologies, Inc. (UBER) SPDR S&P [---] ETF Trust (SPY) Palomar Holdings, Inc. Common stock (PLMR) Bitcoin (BTC) NVIDIA Corp. (NVDA) Morgan Stanley (MS) 4 (FOUR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@hcapinvesting But if you consider inflation over the last two decades you'd still be pretty negative"
X Link 2024-11-12T09:51Z [--] followers, [--] engagements
"@RhinoInsight You're right. Alex Karp from Palantir has been saying that for a while"
X Link 2025-01-27T14:14Z [--] followers, [--] engagements
"@RhinoInsight Sure. Check the first few minutes https://youtu.be/rE8-P-0h070si=YCzgSmQHrLxY7L82 https://youtu.be/rE8-P-0h070si=YCzgSmQHrLxY7L82"
X Link 2025-01-27T14:27Z [--] followers, [--] engagements
"@RhinoInsight I've read a lot about it when I invested in Palantir in the 7s. Your thesis is completely right but the market hasn't figured it out yet. At least the great majority"
X Link 2025-01-27T14:30Z [--] followers, [---] engagements
"Trump is announcing 25% steel tariffs. It will be another fun day on $DRX.TO The company is trading very cheap (P/E 5) and is buying back stock at these levels. It doesn't change my thesis and I'll likely add to my position if we see another dip. (link in bio)"
X Link 2025-02-10T13:29Z [---] followers, [----] engagements
"Overall I like Biorem and my thesis is quite simple: this is a growing microcap in a niche market with a strong balance sheet no shareholder dilution trading at an attractive valuation. My latest article on one of my favourite holdings is out now $BRM.V"
X Link 2025-03-09T19:17Z [---] followers, [----] engagements
"@Blizzard_NS I appreciate it $MYID.V is on my watchlist. I'm not so familiar with the other names. Short pitch"
X Link 2025-03-14T00:32Z [---] followers, [--] engagements
"Something is going on with $CAF.V. Apparently Becky Williams is the founder of Scailiea Ltd a consultancy firm "experienced in M&A integration and separation accounting and financial management business turnaround and functional transformation." https://www.scailiea.co.uk/ https://www.scailiea.co.uk/"
X Link 2025-03-24T17:34Z [---] followers, [----] engagements
"Sometimes I take contrarian bets on larger caps using time as my hedge. Recently I got a starter a position in $AMD at $100. Forward P/E at historical lows [--]. PEG ratio under [--]. Strong balance sheet. Limited downside it seems. Now Im debating whether to average up"
X Link 2025-03-25T12:53Z [---] followers, [---] engagements
"I built a position in $PYPL between Q4'23 and Q1'24. Bought shares in the $50s and $60s. The stock then went on a run to the $90s in the second half of [----]. It's now back to the $60s. But a lot of progress has been made. It's one of three large caps I own and I'm buying more"
X Link 2025-04-18T12:37Z [---] followers, [---] engagements
"Bought more $HASH.V into fear. I think selling here on the news of the cancelation of the $CANB.V deal without hearing from hash's management is like tossing a coin. Pre canb acquisition hash had already guided for $0.11 earnings in [----] a forward P/E of [--]. Let's wait and see"
X Link 2025-04-29T13:58Z [---] followers, [----] engagements
"Glad to have added on the lows of $PYPL and $AMD one month ago. These are currently up 21% and 32% respectively. Both reported good results and gave positive guidance. I see major catalysts on the horizon. The microcaps in my portfolio are not much suffering with this crazy market. I have some stink bids just in case. The only large caps I currently own are $BABA $PYPL and $AMD. I like the risk/reward on the last two and have been taking advantage of the dips. The microcaps in my portfolio are not much suffering with this crazy market. I have some stink bids just in case. The only large caps"
X Link 2025-05-08T14:58Z [---] followers, [---] engagements
"Rolled $OSCR profits into $UNH at $300. Insiders are loading up on shares and valuation seems silly. The risk reward seems very compelling here so I'm in for this trade"
X Link 2025-06-23T22:35Z [---] followers, [---] engagements
"Been tracking $ZETA for weeks but missed the last pop. Insiders bought a few millions last November at $19. Now trading at $15. Unprofitable FCF positive growing 2565% accelerating. P/FCF = [--]. Revenues growing 20%. Op leverage kicking in. Bought a starter position"
X Link 2025-06-25T16:07Z [---] followers, [----] engagements
"$PYPL is one of my core large cap positions. The move hasn't even started yet. A lot of innovation going on behind curtains. Very undervalued just run a reverse DCF and check it yourself. The market thinks this is dead money. PayPal will shock the world later this year. $PYPL PayPal is rapidly climbing e rankings in the App Store likely due to its recent move with Venmo partnering with College Athletics This could be the start of the major turning point for PayPal It has barely participated in the market rally where as multiple stocks have $PYPL PayPal is rapidly climbing e rankings in the"
X Link 2025-06-27T12:06Z [---] followers, [----] engagements
"I've been listening to a fantastic series of podcasts featuring David Steinberg co-founder and CEO of Zeta Global. Here are some key highlights and insights from the best episodes I found: (I've been adding to my $ZETA position recently and will continue to do so below $15.)"
X Link 2025-07-09T08:53Z [---] followers, [---] engagements
"The strategic decision to take Zeta Global public in [----] was primarily to boost brand awareness and position the company as a "must-have" solution for Fortune [---] companies. They now serve 35-40% of them"
X Link 2025-07-09T08:59Z [---] followers, [---] engagements
"If you are interested in knowing more about $ZETA and @dsteinberg10000 I suggest you listen to these podcast episodes: [--]. [--]. [--]. [--]. [--]. https://www.youtube.com/watchv=FmwbdLBgT2o https://www.youtube.com/watchv=PKJ0UEPGkio https://www.youtube.com/watchv=saH0lJWovyo https://www.youtube.com/watchv=jksRYy9bFF4 https://youtu.be/EwJA55sc_Lcsi=Aw86m3N8yHzDOJjd https://www.youtube.com/watchv=FmwbdLBgT2o https://www.youtube.com/watchv=PKJ0UEPGkio https://www.youtube.com/watchv=saH0lJWovyo https://www.youtube.com/watchv=jksRYy9bFF4 https://youtu.be/EwJA55sc_Lcsi=Aw86m3N8yHzDOJjd"
X Link 2025-07-09T09:02Z [---] followers, [---] engagements
"@thexcapitalist $PYPL will grow a lot more than what Wall Street is expecting. Analysts are not seeing the innovation that is happening behind the scenes at PayPal. This is a different company now. @acce and the team are cooking. Just wait and see"
X Link 2025-07-09T11:50Z [---] followers, [----] engagements
"Looks like $ZETA is breaking out of the channel. Let's see if it holds. This is an undervalued industry leader imo. I'm long here and added more this morning"
X Link 2025-07-09T18:29Z [---] followers, [---] engagements
"Now up 50%. A pullback could happen soon. However I think it would be short lived. The market is finally realising that $AMD is not that far behind $NVDA anymore. Next earnings call will add fuel to the fire. $AMD was an easy buy under $100 a few weeks ago. I'm already up 36%. Now is just wait and tchill. $AMD was an easy buy under $100 a few weeks ago. I'm already up 36%. Now is just wait and tchill"
X Link 2025-07-11T17:34Z [---] followers, [---] engagements
"Today I sold my $AMD position for a 59% return in a few months. Will wait for a pullback if it comes. Adding that to the 180% realised return on $ZOMD.V I'm now sitting on 25% cash. $HASH.V is the one position damaging my performance this year. I still believe in its recovery"
X Link 2025-07-15T17:25Z [---] followers, [---] engagements
"@RTelford_invest @onecentinvest And selling early doesn't mean that you'll make a lower return on that capital. You can allocate it to another stock and compound it again"
X Link 2025-07-17T10:11Z [---] followers, [---] engagements
"I called out the dumb money chasing this. At the time everyone was euphoric. How fast sentiment changes. Now I have my opportunity of building a meaningful position. Doubled it yesterday and bought more today. $OSCR shares are now rotating from weak to strong shareholders. Just trimmed 20% of my position on $OSCR. Bought at $14 a few weeks ago but dumb retail is now chasing it and I'm already up +50%. Even though I still see the potential for a 2x from here I understand it doesn't come without risk. So I'm taking this chance to derisk a bit. https://t.co/VHweku5Dyo Just trimmed 20% of my"
X Link 2025-07-18T15:04Z [---] followers, [---] engagements
"When the [----] shares he bought a few hours ago were sold I saw a large red candle on the chart. Another group of traders leaving the stock. The bottom is close. $OSCR"
X Link 2025-07-18T18:20Z [---] followers, [---] engagements
"Smart move from $OSCR on getting the news out and giving some clarity to the market. Revised guidance and previous guidance below. MLR issue is an industry issue and Oscar is navigating the situation well. Increasing prices reducing SG&A. The revenue looks resilient"
X Link 2025-07-22T11:13Z [---] followers, [----] engagements
"$PYPL and the new management team strike again. The market will eventually wake up. Excited to introduce PayPal World 🌎 a first-of-its-kind global platform connecting the worlds largest payment systems and digital wallets. Our team has been working with partner wallets around the world to change the game for billions of consumers and merchants everywhere. Excited to introduce PayPal World 🌎 a first-of-its-kind global platform connecting the worlds largest payment systems and digital wallets. Our team has been working with partner wallets around the world to change the game for billions of"
X Link 2025-07-23T07:45Z [---] followers, [---] engagements
"Paying for quality during the tariff craze worked out pretty well. $BEW.V has one of those rare microcap management teams. I learned my mistake when I sold $KITS.TO at $12 because I thought it was getting too expensive. Quality management teams are worth a paying up a premium. $BEW.V earnings are out. Great to see the continuos growth of recurring revenue. Not the cheapest stock but you pay for quality here. https://t.co/Z6Gi1cPQzG $BEW.V earnings are out. Great to see the continuos growth of recurring revenue. Not the cheapest stock but you pay for quality here. https://t.co/Z6Gi1cPQzG"
X Link 2025-07-30T14:37Z [---] followers, [---] engagements
"Not sure if $235 was the bottom but the volume traded last Friday was the 4th highest in $UNH history which is a good sign. I'm prepared to buy more if the price drops to the 200-Month MA. Everyone seems to think we're going there or even to the covid lows. So maybe we don't. Increased my position in $UNH by 25% at $235. Increased my position in $UNH by 25% at $235"
X Link 2025-08-04T15:42Z [---] followers, [---] engagements
"@oskargoyvaerts How's that Can you explain the rationale I see the following: $ZETA Revenue: $1B growing at 20-40% GM: 60% FCFM: 11% FCF Yield: 3.3% Current Ratio: [---] P/FCF: [----] $CDLX Revenue: $280M currently declining GM: 42% FCFM: 0.4% FCF Yield: 1.03% Current Ratio: [---] P/FCF: 97.4"
X Link 2025-08-05T11:46Z [---] followers, [---] engagements
"$ZETA reports today after close and $OSCR tomorrow before open. I expect the price action to be quite volatile. I have no idea if to the upside or downside. I don't really care. I like both companies believe in their long-term opportunities and trust their management teams. If the price drops a lot I will increase my position. If it rises too much I will lock in some profits. In the end everything is a function of price. The plan is simple and I will stick to it"
X Link 2025-08-05T12:44Z [---] followers, [---] engagements
"@oskargoyvaerts @cardlytics One could say that the P/FCF of [--] on $CDLX is factoring in a lot of growth no"
X Link 2025-08-05T16:13Z [---] followers, [---] engagements
"@oskargoyvaerts @cardlytics And an EV/FCF of [---] on $CDLX vs. [--] on $ZETA. CDLX is a bit more leveraged. At surface level the risk reward looks much better on $ZETA. But I'm biased"
X Link 2025-08-05T16:21Z [---] followers, [----] engagements
"@Nebraskangooner $ZETA the stock has a better chart 😉"
X Link 2025-08-05T21:51Z [---] followers, [---] engagements
"Today was a good day. $AMD earnings are out and the share price finally showed some weakness. I'm looking to re-enter if it comes down to $130 $120 over the next few weeks. $ZETA had great earnings beating and raising guidance. I'm happy with my position and will only add on weakness. $UNH went back to $250. Everyone was waiting for it the fall down to the 200-Month Moving Average so maybe that's why it didn't. I'll happily grab more shares for the long run if it goes there. Re-entered $TMG.V which I think will inflect sooner rather than later. Looking forward to see how $OSCR does tomorrow"
X Link 2025-08-05T22:10Z [---] followers, [---] engagements
"$ZETA had another great quarter. With a market cap below $4B there's still plenty of growth potential. To learn more about their product and founder check out the podcasts I suggested a few weeks ago. If you are interested in knowing more about $ZETA and @dsteinberg10000 I suggest you listen to these podcast episodes: [--]. https://t.co/iRR0hyPG8J [--]. https://t.co/qDsDn3xBiE [--]. https://t.co/9yJWBD8Xa4 [--]. https://t.co/gHEImdToWL [--]. https://t.co/Tb0TgxIrZF If you are interested in knowing more about $ZETA and @dsteinberg10000 I suggest you listen to these podcast episodes: 1."
X Link 2025-08-06T08:09Z [---] followers, [---] engagements
"Took a look at $PLTR earnings just to punish myself for selling at a 10x instead of holding for a 24x. In the deck theres a slide worth noting. $ZETA is listed as the second-fastest growing company in the group. Its market cap is still smaller than $PLTRs was before its big run. Im not saying $ZETA will be the next $PLTR. It wont. But theres a chance it catches a strong retail bid. Some of the Palantir crowd is sitting on big gains and will be looking for the next shiny object. Others are just degenerates who will follow the herd. Pure speculation but this slide is likely bringing new"
X Link 2025-08-06T08:32Z [---] followers, [----] engagements
"$OSCR earnings are out. On a first glance nothing unexpected. Looking forward to the call"
X Link 2025-08-06T10:12Z [---] followers, [----] engagements
"Seeing a lot of clueless retail complaining about $OSCR 91% MLR this quarter. They already revised full-year MLR guidance to 8687% when they released prelim results. Q1 came in at 75.4%. Obviously youll need higher MLRs in the following quarters to average into the guidance range. Basic math. Basic reading. Most people dont read filings. Thats exactly why only a few of us make money in this game"
X Link 2025-08-06T10:43Z [---] followers, [----] engagements
"Retail sentiment around $AMD is shifting fast. Im already seeing frustrated retail traders complaining about the price action. Ill be tracking sentiment on X daily. When the Advanced Money Destroyer comments start showing up Ill know the pullback is nearing its end. The move was getting too obvious price action looked overextended. I locked in a 59% gain and Im watching closely for a deeper pullback to possibly re-enter"
X Link 2025-08-06T15:08Z [---] followers, [---] engagements
"Had the same question when started my research on $ZETA. I listened to this podcast around the topic and a couple of other interviews: It's subjective you have to trust the CEO's word. Having said that the CEO COO CFO anf three other insiders bought shares in November at $18-$19. A total of +$3M. After the short-seller report. That's less subjective. So decided to invest. https://open.spotify.com/episode/6MqytodkKEJHkWCbXhl0vVsi=aftnQqMXSkakKrHOOAX7aw https://open.spotify.com/episode/6MqytodkKEJHkWCbXhl0vVsi=aftnQqMXSkakKrHOOAX7aw"
X Link 2025-08-06T15:22Z [---] followers, [---] engagements
"Good earnings report and call yesterday from $ZETA. Another beat and raise. They understand the wall street game and will likely continue to beat and raise. Watch financial institutions increase their price targets now. Always lagging"
X Link 2025-08-07T06:44Z [---] followers, [---] engagements
"$ZETA price target increases: Morgan Stanley $15 - $20 BofA Securities $20 - $24 Canaccord Genuity $26 - $28"
X Link 2025-08-07T07:21Z [---] followers, [---] engagements
"Interest in $ZETA has been in uptrend. Looking at google trends it is clear that more eye balls are coming to the company. The stock peaked at $38 in early November [----] which matched the ATH in google trends. How similar are the graphs. Speculating a bit here when I see the strong financial results the insider buying around $19 the increase in buybacks and the trajectory of google trends all coming together I see a path to break ATH in [----]. I'm holding my shares"
X Link 2025-08-07T09:47Z [---] followers, [----] engagements
"The CEO of $ZETA agrees. Thank you @dsteinberg10000 Interest in $ZETA has been in uptrend. Looking at google trends it is clear that more eye balls are coming to the company. The stock peaked at $38 in early November [----] which matched the ATH in google trends. How similar are the graphs. Speculating a bit here when I see https://t.co/sgb1jRlU2z Interest in $ZETA has been in uptrend. Looking at google trends it is clear that more eye balls are coming to the company. The stock peaked at $38 in early November [----] which matched the ATH in google trends. How similar are the graphs. Speculating a"
X Link 2025-08-07T12:43Z [---] followers, [----] engagements
"@riyadosofian @dsteinberg10000 Awesome Similar support in my post on the correlation between Google trends and the stock price $ZETA https://x.com/TheMiniCapital/status/1953436775076045050t=CnrV0CKd6M8Beu5kGqPcSQ&s=19 The CEO of $ZETA agrees. Thank you @dsteinberg10000 https://t.co/krYEulqEfz https://x.com/TheMiniCapital/status/1953436775076045050t=CnrV0CKd6M8Beu5kGqPcSQ&s=19 The CEO of $ZETA agrees. Thank you @dsteinberg10000 https://t.co/krYEulqEfz"
X Link 2025-08-07T14:05Z [---] followers, [---] engagements
"Well we didn't go to the covid lows. I got the bottom this time. $UNH"
X Link 2025-08-15T02:13Z [---] followers, [---] engagements
"Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon"
X Link 2025-08-19T19:03Z [---] followers, [----] engagements
"@oskargoyvaerts @cardlytics $ZETA $CDLX The numbers and ratios were showing where the best risk/reward was"
X Link 2025-08-25T15:45Z [---] followers, [----] engagements
"@InvestorMexican I sold in June for a 180% return. Could be up +400% now 😅 Just didn't have the conviction to hold on"
X Link 2025-08-26T14:47Z [---] followers, [---] engagements
"$BIDU catching a bid on the back of $BABA. I'm not looking to add more $BABA but have been adding some $BIDU This one is still early in its cycle. The trend is reversing. Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon. https://t.co/v4ixeXFwuV Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years."
X Link 2025-08-29T14:30Z [---] followers, [---] engagements
"My current value plays against the US (tech) market: $UNH $STZ $BABA $BIDU + a few Canadian microcaps trading at deep discounts"
X Link 2025-08-29T17:52Z [---] followers, [---] engagements
"Looks like I got into $STZ a bit early. Guidance was cut and shares are down 8% pre-market. The bad news are now out. The company presents at the Barclays conference today and reports Q2 earnings on October 1st. We're getting closer to the 200-Month MA so I will likely DCA. New position in Constellation Brands $STZ. My thesis: - Safe consumer staple trading at historical lows. - Looks like a triple bottom in the stock price with bullish divergence. - I like beer. I'm preparing for the rotation of capital into value. Don't mind being early. https://t.co/Eq9j83vZeF New position in Constellation"
X Link 2025-09-02T12:15Z [---] followers, [---] engagements
"Update on my large caps: $PYPL same position will add if it drops to the low $60s. $BABA same position. $UNH same position will add if it fills the $270 gap. $BIDU new position to which I have been recently adding. $STZ new position will keep buying between $140-$160. Update on my large caps: Increased my $PYPL position in April. Will add more shares again if we drop to the low $60s. No moves on $BABA. Sold $AMD for a 59% return in 3-4 months. I think it got too extended. Might re-enter on a pullback. Established a new position in $UNH. Update on my large caps: Increased my $PYPL position in"
X Link 2025-09-03T09:59Z [---] followers, [---] engagements
"$DRX.TO just hit $10 on the back of yesterday's announced acquisition. $80.9M in revenue for $19M + closing adjustment linked to certain capital expenses. After synergies this likely brings more net income to ADF. Bullish. $DRX.TO is still very cheap. Based on the little staircase chart I say we stay at +$10 after next earnings are released. https://t.co/EBBFZHxZad $DRX.TO is still very cheap. Based on the little staircase chart I say we stay at +$10 after next earnings are released. https://t.co/EBBFZHxZad"
X Link 2025-09-03T15:35Z [---] followers, [----] engagements
"$STZ currently at lowest price since covid. Lowest RSI since [----] P/OCF of [----] P/FCF of [--] FCF yield of 8% Dividend yield of 2.8% Stock down 46% since [----] highs. I'm adding to this new position"
X Link 2025-09-04T17:15Z [---] followers, [---] engagements
"The S&P500 is currently trading at a forward P/E of [--]. I find the graph below obvious but fascinating. This is why I am mostly focused on value at the moment. Companies that have not been following the market. $UNH $BIDU $STZ and some undervalued microcaps"
X Link 2025-09-05T11:42Z [---] followers, [----] engagements
"Also considering increasing my already large position in $PYPL. Undervalued with an hidden growth story that the market can't see yet. Holding $OSCR and $ZETA which I still think are still mispriced but don't offer a good enough margin of safety for me to consider adding more"
X Link 2025-09-05T11:58Z [---] followers, [---] engagements
"My short investment thesis on Constellation Brands ($STZ): [--]. Recent financial guidance has been lowered due to macroeconomic pressures impacting consumer spending. This is a temporary headwind not a structural issue and should abate with an economic recovery"
X Link 2025-09-09T11:43Z [---] followers, [---] engagements
"6. $STZ significant free cash flow generation is being used for shareholder value through a $4 billion share buyback program while the stock is undervalued"
X Link 2025-09-09T11:46Z [---] followers, [---] engagements
"7. $STZ is undervalued trading at a discount on P/FCF basis relative to its historical average and key industry peers. The stock's underperformance makes it a prime candidate for a rotation of capital into undervalued defensive "quality" plays during a market correction"
X Link 2025-09-09T11:47Z [---] followers, [---] engagements
"Just bought more $PYPL. Have been building this position since October [----]. Imo the downside risk is so limited that I'm fine with making this a very large position. Call it dead money. It is until it isn't"
X Link 2025-09-09T18:51Z [---] followers, [----] engagements
"Were deep in the disbelief phase on PayPal. You know what comes next. I'm loading up on $PYPL"
X Link 2025-09-11T07:52Z [---] followers, [----] engagements
"Below are all the major news $PYPL released this summer. I see a company that is doing fast product innovation executing on the roll-out strategy and partnering with trusted brands. I'm frontrunning the numbers and I don't mind waiting for the market to see them eventually"
X Link 2025-09-18T07:56Z [---] followers, [----] engagements
"Started a position in $PATH this week. Still digging deeper before sizing up. So far it seems like a classic founder-led turnaround. Market leader at a broken stock price. Founder CEO is back to execute the AI pivot. Healthy balance sheet. Technicalls suggest the bottom is in"
X Link 2025-09-18T09:33Z [---] followers, [----] engagements
"And thank you @StonkChris you got me into looking at $PATH when you shared the technical setup some weeks ago. I then found the fundamentals to be interesting as well"
X Link 2025-09-18T10:00Z [---] followers, [---] engagements
"Bought more $STZ at the open. RSI now lower than [----]. Does the market think humans will stop drinking beer $STZ currently at lowest price since covid. Lowest RSI since [----] P/OCF of [----] P/FCF of [--] FCF yield of 8% Dividend yield of 2.8% Stock down 46% since [----] highs. I'm adding to this new position. $STZ currently at lowest price since covid. Lowest RSI since [----] P/OCF of [----] P/FCF of [--] FCF yield of 8% Dividend yield of 2.8% Stock down 46% since [----] highs. I'm adding to this new position"
X Link 2025-09-18T13:59Z [---] followers, [---] engagements
"Looks like I'm not the only one who has been accumulating $STZ"
X Link 2025-09-22T15:00Z [---] followers, [---] engagements
"I hate when I get a starter position and the stock makes a big move right after. Will keep doing the work as I like what I've seen so far. Not chasing it though will be looking to increase my position on a pullback. $PATH Started a position in $PATH this week. Still digging deeper before sizing up. So far it seems like a classic founder-led turnaround. Market leader at a broken stock price. Founder CEO is back to execute the AI pivot. Healthy balance sheet. Technicalls suggest the bottom is in. https://t.co/cmQFEYKGGR Started a position in $PATH this week. Still digging deeper before sizing"
X Link 2025-09-22T15:31Z [---] followers, [---] engagements
"Apparently $PATH landed on wallstreetbets. I'm sure we're building a smart shareholder base. Risk has just increased so I will definitely wait for a meaningful pullback before adding. This rally might be short-lived"
X Link 2025-09-22T15:48Z [---] followers, [---] engagements
"Update on my large caps: $PYPL increased my position. $BABA sold for 116% return. $UNH same position. $BIDU sold for 41% return. $STZ increased my position. Update on my large caps: $PYPL same position will add if it drops to the low $60s. $BABA same position. $UNH same position will add if it fills the $270 gap. $BIDU new position to which I have been recently adding. $STZ new position will keep buying between $140-$160. Update on my large caps: $PYPL same position will add if it drops to the low $60s. $BABA same position. $UNH same position will add if it fills the $270 gap. $BIDU new"
X Link 2025-09-22T17:26Z [---] followers, [---] engagements
"@SubuTrade @TheShortBear Do these stats hold the same value as before for a stock picker I'd argue not because the S&P [---] has a massively different structure than what it had some years ago. The weight of the top [--] companies increased exponentially. It is not a diversified index anymore"
X Link 2025-09-23T12:57Z [---] followers, [---] engagements
"Bought more $STZ at $131. This might be the bottom. RSI improving selling pressure weakening. Buffet is probably all over this one. We shall see"
X Link 2025-09-23T14:56Z [---] followers, [--] engagements
"I'm long Constellation Brands $STZ. The stock has been hit hard but the sell-off looks overdone. Temporary macro headwinds and political noise have created an opportunity to own a quality business at a great price"
X Link 2025-09-25T16:57Z [---] followers, [---] engagements
"Technicals suggest capitulation is in. Lowest RSI since [----] record volumes and a 50% drawdown from [----] highs. One insider bought in July at $169 and another in May at $188 a total of $490k. Buffett increased his $STZ position in the last quarter at much higher prices"
X Link 2025-09-25T17:02Z [---] followers, [---] engagements
"What PayPal Ads division is building is not priced in at all. $PYPL"
X Link 2025-09-26T18:26Z [---] followers, [----] engagements
"The day after my first $STZ buy at $160 the stock started falling due to the guindance cut. It finally seems to have stabilised at $130. Bullish divergence improving RSI and clear volume increase tells me this might be the floor. FCF yield of 8.85% and under the 200-Month MA at $141 (for the second time in history first was in [----] during the financial crisis) I've been accumulating"
X Link 2025-09-27T19:32Z [---] followers, [---] engagements
"@DeepIceValue @mikealfred Everyone thinks $STZ is risky. That's exactly why it's not"
X Link 2025-09-28T00:46Z [---] followers, [---] engagements
"$DRX.TO just saw its first insider buy in a year at $8/share from an independent board member. Comes right after the companys aggressive buyback spree at $5$10/share. We're still in undervalued area"
X Link 2025-09-29T15:50Z [---] followers, [----] engagements
"$STZ reports soon and I think much of the damage is priced in after the recent guidance cut. Sentiment is very weak but technicals are turning. Bullish divergence improving RSI and rising volume tell me this might be the floor. Insider behaviour also suggest downside is limited as the two most recent sales were not material and were made well above current levels at $169188 while the two most recent buys in January and July came at similar prices and offset the sales. The heavy insider selling happened much higher in [----] at $240260 near ATHs. Stock just broke $135. Holding that into earnings"
X Link 2025-09-29T16:30Z [---] followers, [----] engagements
"Typical $PYPL going dow again. 😂 Because Shopify announced AI-powered commerce with ChatGPT. A lot of people are panicking saying this could kill PayPal. I think people are overthinking it. It was always obvious that shopping would move into AI chats. First it went from desktop to mobile. Now its moving from websites to conversations. This was coming. However AI commerce still needs trusted payments. Fraud protection regulation global reach. PayPal already has all of that. Trust matters more than ever. When people see Pay with PayPal they feel safe buying from a store theyve never heard of."
X Link 2025-09-29T17:55Z [---] followers, 39.3K engagements
"Got a small position (2% of my portfolio) on $PATH two weeks ago at $11.57. When an opportunity passes my sniff test I buy and ask questions later. Unfortunately I'm still doing work around this one and it looks like I might have lost the opportunity to increase my position on the back of the partnership announcements with $NVDA $SNOW $GOOGL and OpenAI. Stock is up +20% pre market. Will be monitoring this situation to see if another opportunity arises"
X Link 2025-09-30T13:16Z [---] followers, [---] engagements
"Yesterday I said people were overthinking the "bad" impact of the OpenAI Shopify and Stripe collaboration on $PYPL. As you can see PayPal is also making big moves on AI commerce. PayPal put new AI smarts into Honey its shopping extension. This gives consumers smart recommendations and deals. For merchants it means more traffic and sales. This is PayPal's plan. They're using AI to bridge product search with a trusted purchase. Trust is the hidden ingredient in AI shopping. PayPal has that trust. This is the execution I was talking about. Look for these changes before Black Friday"
X Link 2025-09-30T13:46Z [---] followers, [----] engagements
"$PYPL timely response: "If you're paying attention to the headlines agentic commerce is arriving at scale. The platform that shapes new user habits in AI commerce will wineveryone else will be left following. The challenge is clear: It's not just about building shopability. It's about delivering trust and confidence with shopper's money. Today we're introducing new capabilities in PayPal Honey that turn answers into sales. When someone asks AI for product recommendations they should instantly discover what merchants have the item see what the prices are and know what kind of value theyll"
X Link 2025-09-30T17:44Z [---] followers, [----] engagements
"$ZETA is buying Marigolds enterprise software business for up to $325M in cash stock and a seller note. Expected to close this year. The deal includes Marigold Loyalty Cheetah Digital Selligent Sailthru Liveclicker and Grow. These platforms serve more than [---] global enterprise brands including [--] Fortune [---] companies. More than 90% of Marigolds revenue is subscription-based. Cost of revenue is under 30%. The deal is expected to boost EBITDA and free cash flow in the first year. It will create cross-sell and up-sell opportunities under the One Zeta model. It also expands the reach in EMEA"
X Link 2025-09-30T21:29Z [---] followers, [----] engagements
"And now $MSFT. The team at $PATH is cooking"
X Link 2025-09-30T21:48Z [---] followers, [---] engagements
"@DividendDynasty $PYPL $STZ $NVO $AVBC"
X Link 2025-09-30T23:43Z [---] followers, [---] engagements
"My parents didn't see the value of ChatGPT when I showed it to them the first time a few years ago. Now they use it every day because they see the value. They talk with AI before even thinking of going on Google. They adopted it much faster than I thought. As long as it makes people's life easier (and it is safe and trusted PayPal plays a big role here) adoption will come. I have no doubt. Good examples @Kaminarizx3"
X Link 2025-10-01T04:52Z [---] followers, [--] engagements
"Fair enough. We all have our stock traumas. I'm guessing you either bought the top and sold at a loss because of the tariffs or you got a good entry in the previous cycle but didn't sell when you were in profit maybe even averaged up and ended up selling for a null or small loss. Or something between these two. Close enough The beauty of stocks is that everything is a function of price and we're not always right. I bought $DRX.TO just before the tariffs at $8-9 as I thought it was already priced in. It turns out it was not at least fully. I was wrong. But I average down during the"
X Link 2025-10-01T06:41Z [---] followers, [---] engagements
"Started a position on $NVO at $55 this week with some of my china profits. Currently 5% of my portfolio. Need to do more work on it but there's clear value around these levels"
X Link 2025-10-01T07:25Z [---] followers, [---] engagements
"$STZ is holding this new level above $134. Selling seems overdone. I'm looking forward to the earnings next week to see if the reversal is confirmed. $STZ reports soon and I think much of the damage is priced in after the recent guidance cut. Sentiment is very weak but technicals are turning. Bullish divergence improving RSI and rising volume tell me this might be the floor. Insider behaviour also suggest downside is $STZ reports soon and I think much of the damage is priced in after the recent guidance cut. Sentiment is very weak but technicals are turning. Bullish divergence improving RSI"
X Link 2025-10-01T15:47Z [---] followers, [----] engagements
"Even after some very good realised investments this year like $BABA $BIDU $ZOMD.V (which I sold too early) $AMD and some unrealised ones such as $OSCR and $ZETA I can see I'm still underperformming the S&P500 in [----]. One of the reasons is the USD/EUR drag but the main one is that my largest position coming into this year $HASH.V saw a 80% drawdown from the peak. I'm still holding and think it'll turn out to be a good investment. But I was probably too overweight and that's a lesson that I take. No matter how much conviction I have the market will always bring some surprises. I starterd"
X Link 2025-10-02T08:39Z [---] followers, [---] engagements
"$PYPL bulls bears and in betweens as well as investors in its competitors should read this. Thank you @weary_centurion. PayPal is the largest position in my portfolio. I've been averaging up since [----] as I've been witnessing the steady underlying progress of the business. $PYPL THESIS MEGA THREAD PART [--] 🧵 In part one I have focussed on addressing; - Business model - Risks - Bear cases - Path to growth re-acceleration Stay tuned for part two Enjoy https://t.co/SSxRH9m9Nb $PYPL THESIS MEGA THREAD PART [--] 🧵 In part one I have focussed on addressing; - Business model - Risks - Bear cases - Path"
X Link 2025-10-02T12:12Z [---] followers, [----] engagements
"$ZETA's CEO approves these notes"
X Link 2025-10-02T21:04Z [---] followers, [----] engagements
"Increased my position on $PATH by 50% at the open after yesterday's gap fill. Got a small position (2% of my portfolio) on $PATH two weeks ago at $11.57. When an opportunity passes my sniff test I buy and ask questions later. Unfortunately I'm still doing work around this one and it looks like I might have lost the opportunity to increase my position on https://t.co/P1nnkIKaBR Got a small position (2% of my portfolio) on $PATH two weeks ago at $11.57. When an opportunity passes my sniff test I buy and ask questions later. Unfortunately I'm still doing work around this one and it looks like I"
X Link 2025-10-03T13:45Z [---] followers, [---] engagements
"Athena new $ZETA product: "This is the future of our company. I will tell you that this to me is the single biggest thing we've ever done. I got the full demonstration about a month ago. I literally got chills at how good it was. I will tell you that when I saw this product and not to belittle Zeta I thought this would be a Meta product. This would be a Google product. We're the ones who crack the code." David Steinberg CEO This is mindblowing. I'm very bullish. My cost basis is $15 but I think even at $19-20 this still undervalued. Remember that the senior leadership team bought shares a"
X Link 2025-10-09T12:06Z [---] followers, [----] engagements
"Crazy. So fast. $ZETA $ZETA - Launches Athena A Super intelligent agent. All in One Ai marketing assistant https://t.co/6h1SkaRB6r $ZETA - Launches Athena A Super intelligent agent. All in One Ai marketing assistant https://t.co/6h1SkaRB6r"
X Link 2025-10-09T13:24Z [---] followers, [---] engagements
"$BRMV Undervalued. An introduction to BioRem Inc stock $BRM.V $BIRMF YouTube channel: https://t.co/fB8UHO97w5 https://t.co/anmMGv0mOE An introduction to BioRem Inc stock $BRM.V $BIRMF YouTube channel: https://t.co/fB8UHO97w5 https://t.co/anmMGv0mOE"
X Link 2025-02-07T19:54Z [---] followers, [----] engagements
"New position in Constellation Brands $STZ. My thesis: - Safe consumer staple trading at historical lows. - Looks like a triple bottom in the stock price with bullish divergence. - I like beer. I'm preparing for the rotation of capital into value. Don't mind being early"
X Link 2025-08-29T17:46Z [---] followers, [----] engagements
"Well this played out a lot faster than I thought. Glad I was able to build a meaningful position in $BIDU at an average of $90 just before it started moving. Together with $BABA I have now a good portion of my portfolio allocated to China. Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon. https://t.co/v4ixeXFwuV Started a position in $BIDU. I've been looking at this company"
X Link 2025-09-08T12:26Z [---] followers, [---] engagements
"Making money on Chinese companies is easy: [--]. Buy when they are hated and undervalued. [--]. Be patient. Sentiment will change and capital will rotate. [--]. Sell when everyone loves them. I'm up 29% on $BIDU and 100% on $BABA. Not selling yet there's still upside left. Started a position in $BIDU. I've been looking at this company for the past few months. Stock has done nothing in the past [--] years. I think the downside here is pretty limited. Cheap with optionality. Still holding $BABA up 60% so far. I think China will shine again soon. https://t.co/v4ixeXFwuV Started a position in $BIDU. I've"
X Link 2025-09-12T10:36Z [---] followers, [----] engagements
"Sticking to my strategy and closed my china trade. Sold my $BABA and $BIDU positions today for 116% and 41% returns respectively. Why Sentiment change. Overbought charts. Increase my cash position again. Now sitting on 20% cash and prepared for volatility. Making money on Chinese companies is easy: [--]. Buy when they are hated and undervalued. [--]. Be patient. Sentiment will change and capital will rotate. [--]. Sell when everyone loves them. I'm up 29% on $BIDU and 100% on $BABA. Not selling yet there's still upside left. Making money on Chinese companies is easy: [--]. Buy when they are hated and"
X Link 2025-09-17T15:18Z [---] followers, [----] engagements
"The core business is a beast. $STZ holds perpetual U.S. rights to premium beer brands like Modelo and Corona giving it a powerful defensible moat. The Hispanic demographic is a massive long-term growth driver that's often overlooked"
X Link 2025-09-25T16:57Z [---] followers, [---] engagements
"The valuation looks compelling. $STZ is trading at a discount to peers with an attractive 9% FCF yield and a 3% dividend. They're returning capital at multi-year lows ($4B buyback program). Plus the cannabis stake in Canopy Growth is a free call option on future growth"
X Link 2025-09-25T16:58Z [---] followers, [---] engagements
"My two cents: $ADYEN is winning on enterprise infrastructure. $FOUR is winning on BNPL. At the moment. $PYPL is playing a different game. It runs a two-sided ecosystem of hundreds of millions of consumers and millions of merchants. That scale creates a data moat where every transaction sharpens its BNPL fraud checkout tools etc. More consumers attract more merchants more merchants attract more consumers. It isnt just a payments processor its a global network where both sides reinforce each other. And as agentic commerce emerges where AI makes purchases on behalf of users PayPal is uniquely"
X Link 2025-09-30T12:54Z [---] followers, [----] engagements
"@EquityBrian Here's a good example on the kind of advantages $PYPL has on an AI commerce world that $ADYEN and $FOUR can't easily replicate: https://x.com/TheMiniCapital/status/1973021603567952319t=UkAgnZafP_nvR_Qln4BU1g&s=19 Yesterday I said people were overthinking the "bad" impact of the OpenAI Shopify and Stripe collaboration on $PYPL. As you can see PayPal is also making big moves on AI commerce. PayPal put new AI smarts into Honey its shopping extension. This gives consumers smart https://t.co/gQVFdCY1ZP"
X Link 2025-09-30T13:56Z [---] followers, [---] engagements
"Here are my notes after listening to $ZETA's conference call on the acquisition of Marigold's enterprise assets: Deal Overview Purchase Price: $325M (subject to adjustments) $200M at close ($100M cash + $100M stock) $125M three months later ($50M cash + $75M stock) Timing: Expected late Q4 [----]. Acquired revenue to be reported separately in Year [--]. Financial Impact Adds $190M revenue in [----] with mid-to-high-teens EBITDA margin. Valuation 1.7x [----] sales 10x EBITDA attractive vs. peers. 90% subscription revenue recurring revenue mix rises from 50% to 60%. Acquired COGS 30% vs. Zetas 40%"
X Link 2025-10-02T16:32Z [---] followers, [----] engagements
"@JordanKwan2015 They can't right now they are in the blackout period. However one insider purchased a total of $341k at $170/share in early August"
X Link 2025-10-02T16:36Z [---] followers, [--] engagements
"A few more $PATH shares at closing. Overall increased my starter position by 75% today"
X Link 2025-10-03T19:02Z [---] followers, [---] engagements
"$PATH is now battling the 200-Week MA at $17. I'm already up 40%+ on this one in [--] weeks. Wallstreetbets have now found this one and might make it the new meme. I will hold for now as I think it is not overvalued yet. But I'm not adding at this levels due to the lower margin of safety. Things could get crazy on this one"
X Link 2025-10-09T13:45Z [---] followers, [---] engagements
"Correction now up 56% on $PATH. It's gaining a lot of attention on X and reddit. Not selling yet. This is still a small blip in the [--] year chart"
X Link 2025-10-09T19:26Z [---] followers, [---] engagements
"$PATH recognised again in the AI field by Gartner"
X Link 2025-10-09T20:09Z [---] followers, [----] engagements
"Update on my large cap stocks: $PYPL same position $UNH same position $STZ same position $NVO new position at $55 $PFE new position at $24 Update on my small/mid cap stocks: $OSCR same position $ZETA same position $PATH new position at $12 Update on my large caps: $PYPL increased my position. $BABA sold for 116% return. $UNH same position. $BIDU sold for 41% return. $STZ increased my position. Update on my large caps: $PYPL increased my position. $BABA sold for 116% return. $UNH same position. $BIDU sold for 41% return. $STZ increased my position"
X Link 2025-10-20T17:05Z [---] followers, [---] engagements
"And just took a starter position in $LEN at the open"
X Link 2025-10-21T13:40Z [---] followers, [---] engagements
"Entered $LEN at $122 on the breakout retest this morning. Still researching the name and may add if the price structure holds. Strategy remains unchanged: accumulating value across beaten-down sectors ahead of a possible rotation from riskier assets into quality. Current value plays: $PYPL $STZ $UNH $NVO $PFE $LEN"
X Link 2025-10-21T15:23Z [---] followers, [---] engagements
"@benbonning @ragingbullcap $SNAP volume up in September likely because of this:"
X Link 2025-10-21T17:59Z [---] followers, [----] engagements
"Took a small spec position in $SNAP. Passed my sniff test like $PATH did some weeks ago. Will keep doing more work on it to decide if I increase the position or not"
X Link 2025-10-21T19:54Z [---] followers, [----] engagements
"Great write-up on $SNAP. Long $SNAP in size below $8. Patten recognition or idiocy One of my best investments was a 10% position in $SPOT in Dec [----] with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the Long $SNAP in size below $8. Patten recognition or idiocy One of my best investments was a 10% position in $SPOT in Dec [----] with the stock at an all time low of $75/share. The product was always lauded - great brand sticky subs 500m MAUs despite competing against the"
X Link 2025-10-21T20:15Z [---] followers, [---] engagements
"@Kafka7invest 😅 I know started doing some work on this one after the large drop in August and the recent price action + @ragingbullcap convinced me to start a position. Need to study more. Feel free to share your thesis"
X Link 2025-10-21T20:19Z [---] followers, [---] engagements
"@ragingbullcap @Kafka7invest If $SNAP dumps 25% on earnings no need to worry about taxes"
X Link 2025-10-21T20:23Z [---] followers, [---] engagements
"@rdizzle6957253 @benbonning @ragingbullcap The $550M convert activity helped lift the price but you're right it does not explain the massive volume alone. The volume is likely caused by Wall Street machines trading back and forth all day making the number look much bigger than the actual buying"
X Link 2025-10-21T20:36Z [---] followers, [---] engagements
"I agree with you both. $SNAP has 469M daily users and a $13B market cap. Thats roughly $28 per user. Chat GPT tells me that past platform buyouts were priced far higher: WhatsApp: $42/user LinkedIn: $60/user Twitter: $180/user To me it feels extremely cheap for a platform with this kind of reach and a young global audience. A takeover would cost a lot more than the current price"
X Link 2025-10-21T20:59Z [---] followers, [---] engagements
"@sosacapital @Kafka7invest @ragingbullcap Also true but one could also argue that the others have better fundamentals at the moment and therefore deserve higher valuations. That's why I think comparing to prior acquisition prices makes more sense in this case"
X Link 2025-10-21T22:09Z [---] followers, [--] engagements
"Added to my $PATH position as the stock is retesting the breakout level at $15.30. Average cost of my shares now at $12.50"
X Link 2025-10-22T13:50Z [---] followers, [---] engagements
"I've decided to keep my $SNAP position small and not add at these levels. I think their technology is strong and like their pace of innovation but theres one thing I more clarity on before sizing up: The rollout of the new paid Memories storage plans is getting major backlash across social media. I want to see how this translates into actual behavior not users' comments. People complain online but still pay if the service is essential. And after reading hundreds of user reviews I was shocked by how many have their entire lifes photos and videos stored on Snapchat. That kind of emotional"
X Link 2025-10-23T18:50Z [---] followers, [---] engagements
"Got back into China exposure this time through $JD. Sentiment nowhere near euphoric now. The charts have cooled off and JD looks like the catch-up trade that never played out vs. $BABA and $BIDU. At this point many investors have already given up on it. $32 is acting as support selling volume is drying up and the daily RSI is improving. Valuation is cheap the risk/reward looks quite attractive. I'm positioning for another "buy china" run. Sticking to my strategy and closed my china trade. Sold my $BABA and $BIDU positions today for 116% and 41% returns respectively. Why Sentiment change."
X Link 2025-10-23T20:14Z [---] followers, [----] engagements
"$MA and $PYPL partnering to make AI shopping simple and secure. As AI agents begin to shop and pay on behalf of users merchants need an easy way to support this shift. By offering PayPal checkout businesses can accept AI-driven payments without extra technical work. It reduces friction cuts cart abandonment and helps merchants reach more customers while giving shoppers more choice and a smoother experience. To me this shows how strong PayPals position in the world of agentic commerce is getting. I think they're setting themselves to be at the center of the next wave of digital payments. I'm"
X Link 2025-10-27T11:53Z [---] followers, [----] engagements
"Nice add on $PATH the other day. This year Ive learned to get over the mental block I used to have with averaging up. Its a great way to build a position with some margin of safety. Im already in profit and the market is signalling my thesis might be right"
X Link 2025-10-27T20:24Z [---] followers, [---] engagements
"A month ago everyone freaked out over how the Shopify x OpenAI partnership would kill PayPal. It was fun to watch. Many thanks for the cheap shares. I also told some friends and family to buy that day. I'm getting some really happy messages from them this morning. Very long $PYPL with a cost basis of $64. See you higher. Typical $PYPL going dow again. 😂 Because Shopify announced AI-powered commerce with ChatGPT. A lot of people are panicking saying this could kill PayPal. I think people are overthinking it. It was always obvious that shopping would move into AI chats. First it went from"
X Link 2025-10-28T11:23Z [---] followers, [---] engagements
"@Kross_Roads Jamie Miller could be a bit more optimistic and happy in the earnings call. She usually downgrades the excitement that Alex is trying to bring. I'm sure she is a great professional. Maybe she just wants to keep the share price low to buy more"
X Link 2025-10-28T20:36Z [---] followers, [----] engagements
"Isnt $PYPL building on agentic commerce Btw I'm also long $ZETA. New @ZetaGlobal research shows the AI shopping revolution has arrived. For retailers this is the moment of truth. The future of loyalty belongs to brands that make intelligence feel human. Zeta is leading the way helping retailers better connect with algorithms and https://t.co/FjXlSJ57g2 New @ZetaGlobal research shows the AI shopping revolution has arrived. For retailers this is the moment of truth. The future of loyalty belongs to brands that make intelligence feel human. Zeta is leading the way helping retailers better"
X Link 2025-10-29T10:49Z [---] followers, [----] engagements
"@weary_centurion @WagerWizard00 $ZETA data indicates agentic commerce is launching sooner than most expect. This is bullish for $PYPL. https://x.com/dsteinberg10000/status/1983270005484728330t=WMNgK0XSeiEE0yx7MmwryQ&s=19 New @ZetaGlobal research shows the AI shopping revolution has arrived. For retailers this is the moment of truth. The future of loyalty belongs to brands that make intelligence feel human. Zeta is leading the way helping retailers better connect with algorithms and https://t.co/FjXlSJ57g2 https://x.com/dsteinberg10000/status/1983270005484728330t=WMNgK0XSeiEE0yx7MmwryQ&s=19"
X Link 2025-11-26T12:51Z [---] followers, [---] engagements
"Finally back from some weeks of vacation. Didn't make many moves other than substantially increasing my positions in $PYPL and $PATH during the market weakness. Unfortunately missed the lows on $OSCR and the gap fill on $ZETA. Either way with this I burned my cash position so I decided to sell my $BRM.V (currently over bought) and $BEW.V (great financial results but valuation a bit extended) for some healthy profits. I like both companies and would likely re-enter at lower prices. Now sitting on 15% cash again"
X Link 2025-11-26T16:46Z [---] followers, [---] engagements
"$HASH.V results are out"
X Link 2025-11-27T22:54Z [---] followers, [----] engagements
"$HASH.V sentiment still in the sink. It will be interesting to see price action today and understand how many shares the bears still have. Weve gone from "fake revenue" to "theyll burn cash and go out of business by Q2" to now "QoQ revenue will fall forever they won't be able to pay debt and will need to raise soon". Well I guess the situation has improved. I'm on the bull camp and think the current valuation is a good deal. Here's a great comment by @Curious_Stoic:"
X Link 2025-11-28T08:35Z [---] followers, [---] engagements
""Two years ago Paypal was a pay now ecommerce option - We are now a pain now pain later pain online pain in-store and pain agentically." Just kidding 😂 I'm long $PYPL. Also paraphrasing $PYPL CEO Alex Chriss from Citi Fintech Conference last week: "We are fundamentally a stronger company than we were two years ago. We are on pace for 6-7% Transaction Margin Growth this year.". (Sounds like he reaffirmed Q4 guidance here.) "Two years Also paraphrasing $PYPL CEO Alex Chriss from Citi Fintech Conference last week: "We are fundamentally a stronger company than we were two years ago. We are on"
X Link 2025-11-28T10:16Z [---] followers, [---] engagements
"@vicin888 Stocks go up and down. Maybe that was the top maybe not. Time will tell. Paul is a great and honest investor and hes sharing his view just like anyone else can. I'm long this company and bought more shares yesterday"
X Link 2025-11-30T00:38Z [---] followers, [--] engagements
"@vicin888 You're generalising from two examples. There's plenty of other stocks that were shared at [--] week highs that have gone even further"
X Link 2025-11-30T01:11Z [---] followers, [--] engagements
"Added $SEZL to my investments account and entered $LYFT $QCOM and $ERO in my trading account"
X Link 2025-12-02T19:38Z [---] followers, [---] engagements
"$SEZL looks fundamentally undervalued. Its trading at 18.5x earnings and 14.3x forward earnings with revenues and earnings growing over 50%. Technically it just reclaimed key short-term moving averages with MACD and RSI turning up. The chart is tightening"
X Link 2025-12-03T09:08Z [---] followers, [---] engagements
"$LYFT is trading at a clear discount to $UBER. Im still unsure about the moat but whats clear is that the business is being run far better than in the past and the stock reflects that. Its breaking out of a four-year base with a gap to fill toward $32. Price is above all major moving averages with MACD and RSI improving. The risk-reward looks compelling here for a trade at least"
X Link 2025-12-03T09:20Z [---] followers, [---] engagements
"$QCOM is trading at a reasonable valuation broadly in line with historical levels. It has reclaimed all major moving averages and is now sitting at a key resistance area with MACD and RSI turning up. A break through the $170s likely sends it higher"
X Link 2025-12-03T09:26Z [---] followers, [----] engagements
"$ERO is breaking out of a five-year range and its holding up well on the retest of that breakout. It looks strong here and feels like it has room for a move higher"
X Link 2025-12-03T09:31Z [---] followers, [---] engagements
"Jamie Miller does it again and $PYPL tanks. Appreciate the bearish commentary that doesnt line up with the fundamentals at all. I added more shares today and Ill keep buying whenever it gets oversold near the bottom of the trend line. I still see this heading to $120 eventually and then filling the gap up toward $180. Its my largest position with a $63 cost basis"
X Link 2025-12-03T16:37Z [---] followers, [---] engagements
"After getting stoped out of my $JD entry some weeks ago I'm thinking about getting back into $BABA and $BIDU after a strong run earlier this year. Rationale: - Sentiment is far from euphoric now both stocks have cooled off. - $KWEB is retesting its five-year breakout area and holding the 200MA nicely. - Volume has dried up on both and theyre tightening between the [--] and [--] SMAs with MACD and RSI starting to improve. Keeping a close eye on these. Sticking to my strategy and closed my china trade. Sold my $BABA and $BIDU positions today for 116% and 41% returns respectively. Why Sentiment"
X Link 2025-12-04T12:35Z [---] followers, [---] engagements
"Volume is drying up on $OSCR. A large move is coming"
X Link 2025-12-04T13:41Z [---] followers, [---] engagements
"Similar thing happening with $ZETA"
X Link 2025-12-04T14:04Z [---] followers, [---] engagements
"Just averaged up on $ZETA bringing my cost basis to just under $16"
X Link 2025-12-04T18:15Z [---] followers, [---] engagements
"@AndersReiche Fortunately you're not $PATH's CEO"
X Link 2025-12-05T12:02Z [---] followers, [---] engagements
"@mindofzen_ Unlikely to be acquired the CEO has supervoting shares and wants to build a big business"
X Link 2025-12-05T12:10Z [---] followers, [--] engagements
"$STZ We still went for the double bottom after earnings but we've now recovered the 50MA. The monthly chart shows how bad the situation got with sentiment worse than during covid and the financial crisis. I believe we see a huge rebound on this one in the next year. Undervalued quality company. I'm still listening to the $STZ conference call but I can already say that I like the tone and the confidence of management. They have a long-term plan and are sticking with it. Analysts main question is still about the macro headwinds. Is it structural Is it cyclical https://t.co/SrMMAKKasA I'm still"
X Link 2025-12-05T16:17Z [---] followers, [---] engagements
"$PFE has been tightening up and it looks like it wants to break higher. Im in at $24. Its part of the safer bucket in my portfolio alongside $STZ $UNH $NVO $LEN and $PYPL where I feel the downside risk is quite limited"
X Link 2025-12-05T16:31Z [---] followers, [---] engagements
"This $QCOM trade is playing out well. Got in at $167 last week. Let's see how it handles the $180s. $QCOM is trading at a reasonable valuation broadly in line with historical levels. It has reclaimed all major moving averages and is now sitting at a key resistance area with MACD and RSI turning up. A break through the $170s likely sends it higher. https://t.co/00pnNXjaIo $QCOM is trading at a reasonable valuation broadly in line with historical levels. It has reclaimed all major moving averages and is now sitting at a key resistance area with MACD and RSI turning up. A break through the $170s"
X Link 2025-12-10T17:14Z [---] followers, [---] engagements
"$LYFT faded. Watching for support in the $19s. Currently oversold. $LYFT is trading at a clear discount to $UBER. Im still unsure about the moat but whats clear is that the business is being run far better than in the past and the stock reflects that. Its breaking out of a four-year base with a gap to fill toward $32. Price is above all https://t.co/frhOAUtsfF $LYFT is trading at a clear discount to $UBER. Im still unsure about the moat but whats clear is that the business is being run far better than in the past and the stock reflects that. Its breaking out of a four-year base with a gap to"
X Link 2025-12-10T17:18Z [---] followers, [---] engagements
"PayPal is moving beyond payments. Its building a retail-media business that shows ads at key commerce moments like in post-checkout through its partnership with Rokt. With first-party transaction data PayPal can target based on what customers actually buy not just guesses. Its also launching Ads Manager so small and mid-sized merchants can monetise their checkout flows something that used to be possible only for giants like Amazon or Walmart. With hundreds of millions of accounts millions of merchants and direct visibility into purchases PayPal can offer high-intent contextual ads that most"
X Link 2025-12-11T11:10Z [---] followers, [---] engagements
"$STZ my second largest position has quietly been on the move up 19% from its lows. There's still room to run with a gap above"
X Link 2025-12-11T14:46Z [---] followers, [---] engagements
"Just averaged up on my $SEZL position at $70. Cost basis is low $60s now. $SEZL looks fundamentally undervalued. Its trading at 18.5x earnings and 14.3x forward earnings with revenues and earnings growing over 50%. Technically it just reclaimed key short-term moving averages with MACD and RSI turning up. The chart is tightening. https://t.co/TbRfMFmEXB $SEZL looks fundamentally undervalued. Its trading at 18.5x earnings and 14.3x forward earnings with revenues and earnings growing over 50%. Technically it just reclaimed key short-term moving averages with MACD and RSI turning up. The chart is"
X Link 2025-12-12T20:21Z [---] followers, [---] engagements
"Added to my $ODD position. Now a middle sized position in my portfolio"
X Link 2025-12-12T20:54Z [---] followers, [---] engagements
"If you're not familiar with the history of @sezzleinc $SEZL and its founder @CharlieYouakim I really recommend listening to this podcast episode: I've been researching the company over the past few weeks and have recently established a position. They are winners. https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407 https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407 https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407 https://youtu.be/ppfwuG5AcPQsi=ah0SHKxzMbMIx407"
X Link 2025-12-13T12:11Z [---] followers, [----] engagements
"$SEZL doubles down"
X Link 2025-12-16T01:02Z [---] followers, [----] engagements
"Kyle Brehm an Independent Non-Executive Director at Sezzle $SEZL recently bought $70k worth of shares at an average price of $57.5. Kyle currently serves as an officer and tax attorney at the law firm of Fredrikson & Byron P.A"
X Link 2025-12-16T10:47Z [---] followers, [---] engagements
"Over a year ago a short report pushed $ZETA down from $38 and insiders started buying the stock. Today its still trading below the prices they paid. Im happy to take advantage of this opportunity and would welcome another chance to buy in the $16s"
X Link 2025-12-16T11:07Z [---] followers, [----] engagements
"$PFE now at $26 showing relative strength in the last few days"
X Link 2025-12-16T11:27Z [---] followers, [---] engagements
"$SZT now looking for a higher low. Trading at a forward PE of [--] and a FCF yield of 7.2%. Can't stay this undervalued forever imo"
X Link 2025-12-16T11:34Z [---] followers, [---] engagements
"Up 10% yesterday"
X Link 2025-12-17T10:11Z [---] followers, [---] engagements
"Im long $ODD but I understand why $ELF trades at a valuation premium. ELF has a well-known brand more stable revenues and a longer earnings track record than ODD. Its also a US company rather than an Israeli one which gives investors more "comfort". That doesnt mean ODD cant get there over time. For now imo the valuation gap makes sense. My bet is that ODD eventually closes it. https://twitter.com/i/web/status/2001279412273103129 https://twitter.com/i/web/status/2001279412273103129"
X Link 2025-12-17T13:12Z [---] followers, [---] engagements
"This is James Faucette Morgan Stanley analyst downgrading Paypal $PYPL. Incredible returns. He recommended it at $300 during the pandemic highs. Now he is calling it a $51 stock. Inverse James. Not financial advice"
X Link 2025-12-18T13:22Z [---] followers, 11.3K engagements
"We're going from red to green on $PYPL. Volume on the first hour of trading matches the volume from a month ago when we hit $58. Looks like there's demand at these levels. The market does not agree with Mr. Faucette's stupid price target. I bought more earlier"
X Link 2025-12-18T16:10Z [---] followers, [---] engagements
"$ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP. The chart is getting tight. The company is undervalued. I bought more. It is now a top [--] position in my portfolio right behind $PATH"
X Link 2025-12-19T16:31Z [---] followers, [---] engagements
"$SEZL trying to breakout"
X Link 2025-12-22T15:27Z [---] followers, [---] engagements
"@wealthmatica you're likely right. Here's another confirmation that a big $ZETA announcement is coming at CES. $ZETA CES thoughts The quiet hints are the best. When I made this post a few weeks ago I knew it would grab some attention. But specially David the CEO engaged with it. I didnt expect this. Why Well this post is the type of content you DO NOT engage with if there $ZETA CES thoughts The quiet hints are the best. When I made this post a few weeks ago I knew it would grab some attention. But specially David the CEO engaged with it. I didnt expect this. Why Well this post is the type of"
X Link 2025-12-23T16:04Z [---] followers, [----] engagements
"Sold $PFE yesterday for roughly breakeven to add to $ZETA. Need to see if Pfizer is able to hold the lower trend line and then I'll get in again"
X Link 2025-12-24T13:32Z [---] followers, [---] engagements
"Seems like I made the right call. $LEN showing a lot of weakness while $AES looks ready to explode"
X Link 2025-12-24T13:35Z [---] followers, [---] engagements
"$SEZL holding key MAs (weekly 10EMA daily 20EMA). 25%+ revenue growth and 30% EPS growth expected next year. 22x PE 17x forward PE. $100M buyback extension. $2.4B market cap. Hard to call this anything but undervalued. It is setting itself up for a big move imo"
X Link 2025-12-26T17:00Z [---] followers, [----] engagements
"Glad I added to $ZETA over the past few weeks while the stock was clearly tightening. The weekly chart looks great. Theres 90% upside just to retest ATHs at $38 which lines up perfectly with the channel. I think we see $26 fairly soon. CES [--] could be the catalyst and with more clarity on last years lawsuit a move toward $38 within [----] looks very realistic. For reference the company is expected to grow sales 30% and earnings 45% while trading at 20x forward PE. Undervalued imo. $ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP."
X Link 2025-12-26T17:17Z [---] followers, [---] engagements
"$ODD sellers look like theyre drying up. This is a fairly illiquid name and its been finding support at the November lows AVWAP. The weekly chart looks constructive with MACD and RSI curling up. Looks primed for a big move"
X Link 2025-12-26T17:33Z [---] followers, [---] engagements
"@71boy71 Low volume days end of tax loss harvesting. I don't trade short time frames. And if you are saying happens I'll lock in some small gains with my stop loss and rebuy again later"
X Link 2025-12-26T18:47Z [---] followers, [--] engagements
"$AES is slowly breaking out"
X Link 2025-12-29T21:31Z [---] followers, [---] engagements
"$PFE 0% $ZETA +17% 👌"
X Link 2025-12-30T16:27Z [---] followers, [---] engagements
"I'm out of $ODD. SL triggered this morning. Will be watching the price action here for a better entry. Need to see some strength on this structure"
X Link 2025-12-30T16:33Z [---] followers, [---] engagements
"My $SEZL stop was triggered yesterday after losing the lows AVWAP and the [--] MA. I booked a small profit and will be watching the price action for a potential re-entry. In this choppy market I want to keep risk tight and let the chart speak. I still like this one as a [----] play"
X Link 2026-01-01T10:47Z [---] followers, [---] engagements
"Exited my $QCOM position with the loss of the 50SMA yesterday for a small profit"
X Link 2026-01-01T10:50Z [---] followers, [---] engagements
"$NVO might be breaking the downtrend. I have a position"
X Link 2026-01-06T11:26Z [---] followers, [---] engagements
"Got stopped out. Will be monitoring it"
X Link 2026-01-06T17:04Z [---] followers, [---] engagements
"Gave it another go when I saw the large volume coming in right at December lows. $GRND"
X Link 2026-01-06T21:55Z [---] followers, [---] engagements
"$UNH breaking the diagonal resistance while closing for the first time above the 200SMA on the daily and reclaiming the [--] [--] and [--] EMAs on the weekly. Setting up for another leg higher. I'm positioned at an average cost of $281"
X Link 2026-01-06T22:06Z [---] followers, [---] engagements
"On December [--] $ZETA chart was telling us where this thing was going. I already had a position since the $15s but I averaged up aggressively. I'm now up 45%. $ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP. The chart is getting tight. The company is undervalued. I bought more. It is now a top [--] position in my portfolio right behind $PATH. $ZETA sellers are drying up. The supply will become very limited soon. We held support at the April lows A-VWAP. The chart is getting tight. The company is undervalued. I bought more. It is now"
X Link 2026-01-06T22:16Z [---] followers, [---] engagements
"$PATH looking very good. I'm up 38%. If there's a retest of this breakout I'll consider averaging up on my position. $PATH is now my third largest position with a cost basis of $12.58. The best-case scenario for me would be for it to take a breather over the next few weeks let it build another support level so I can average up before the next move. I think it has the energy to break out of https://t.co/iM3eTtkiV3 $PATH is now my third largest position with a cost basis of $12.58. The best-case scenario for me would be for it to take a breather over the next few weeks let it build another"
X Link 2026-01-06T22:23Z [---] followers, [---] engagements
"$PATH's IPO AVWAP in the $18s is the main resistance now. After that it's clear skies. My current cost basis is $12.58 I have a good margin of safety to average up"
X Link 2026-01-07T11:55Z [---] followers, [---] engagements
"Is $SNAP finally breaking out I have a position with a cost basis of $7.83. Took a small spec position in $SNAP. Passed my sniff test like $PATH did some weeks ago. Will keep doing more work on it to decide if I increase the position or not. https://t.co/RYvjtbwhea Took a small spec position in $SNAP. Passed my sniff test like $PATH did some weeks ago. Will keep doing more work on it to decide if I increase the position or not. https://t.co/RYvjtbwhea"
X Link 2026-01-07T17:24Z [---] followers, [----] engagements
"Bought $LYFT again. It is trading at a significant discount to $UBER. The stock has been compressing since September with selling volume decreasing. I think there's a good chance of a breakout soon filling the gap to $30. It looks like it is just waiting for the catalyst"
X Link 2026-01-07T19:58Z [---] followers, [----] engagements
"Out of $SNAP with a small gain of +6%. Looks like it is not ready yet"
X Link 2026-01-08T16:37Z [---] followers, [---] engagements
"@Kafka7invest It might be. The volume just doesn't look good enough for me yet. Having said this I'm often wrong. However my priority is to preserve my capital. I'll take another chance if I see the set up improving"
X Link 2026-01-08T17:50Z [---] followers, [--] engagements
"Out of $DLO for a small gain as my stop got hit today. In my watchlist for a possible better re-entry"
X Link 2026-01-09T22:07Z [---] followers, [---] engagements
"@jaebuttlucky Mostly risk management. It was my smaller position and it was behaving worser than the rest. With the market a bit choppy and undecided I opted for a tight stop. Will keep monitoring it"
X Link 2026-01-10T01:48Z [---] followers, [--] engagements
"Just increased my $PATH position by 50%. It is now the 2nd largest of my portfolio (13%)"
X Link 2026-01-13T16:09Z [---] followers, [---] engagements
"Increased my position in $ZETA by 15% on today's dip. My cost basis is now $17.36"
X Link 2026-01-13T16:41Z [---] followers, [---] engagements
"$PATH with a perfect pullback to the penny on the daily 50SMA and the weekly 200SMA. There's a gap below it but so far buyers are showing up"
X Link 2026-01-13T16:56Z [---] followers, [---] engagements
"Bought more $LYFT. The compression continues"
X Link 2026-01-13T19:15Z [---] followers, [---] engagements
"Added to [--] positions today: $PATH increased by 50% (cost basis $13.69) $ZETA increased by 15% (cost basis $17.36) $LYFT increased by 25% (cost basis $19.68)"
X Link 2026-01-13T19:22Z [---] followers, [---] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing