# ![@therealjunto Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::939363373724073986.png) @therealjunto Warbucks

Warbucks posts on X about ai, in the, software, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::939363373724073986/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::939363373724073986/c:line/m:interactions.svg)

- [--] Week [------] -93%
- [--] Month [-------] +88,600%
- [--] Months [-------] +6,136%
- [--] Year [-------] +93%

### Mentions: [--] [#](/creator/twitter::939363373724073986/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::939363373724073986/c:line/m:posts_active.svg)

- [--] Week [--] +53%
- [--] Month [--] +1,800%
- [--] Months [--] +323%
- [--] Year [--] +106%

### Followers: [-----] [#](/creator/twitter::939363373724073986/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::939363373724073986/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +5.10%
- [--] Months [-----] +7.50%
- [--] Year [-----] +7.10%

### CreatorRank: [---------] [#](/creator/twitter::939363373724073986/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::939363373724073986/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[ai](/topic/ai), [in the](/topic/in-the), [software](/topic/software), [investment](/topic/investment), [market](/topic/market), [public](/topic/public), [business](/topic/business), [$intu](/topic/$intu), [meta](/topic/meta), [$twlo](/topic/$twlo)

**Top accounts mentioned or mentioned by**
[@qtrresearch](/creator/undefined) [@dalibali2](/creator/undefined) [@alighodsi](/creator/undefined) [@ptuomov](/creator/undefined) [@jerrycap](/creator/undefined) [@sprucepointcap](/creator/undefined) [@metacriticcap](/creator/undefined) [@simonkhalaf](/creator/undefined) [@m1929473782](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@lsvalue](/creator/undefined) [@nachkari](/creator/undefined) [@ssankar](/creator/undefined) [@lockedupcap](/creator/undefined) [@cercurusglobal](/creator/undefined) [@bubblebeta](/creator/undefined) [@speculatorio](/creator/undefined) [@larryjamieson](/creator/undefined) [@grindeoptions](/creator/undefined) [@premarks](/creator/undefined)

**Top assets mentioned**
[Intuit Inc. (INTU)](/topic/$intu) [Twilio, Inc. (TWLO)](/topic/$twlo) [MongoDB, Inc. (MDB)](/topic/$mdb) [Procore Technologies, Inc. (PCOR)](/topic/$pcor) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Metadium (META)](/topic/$meta) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Datadog Inc (DDOG)](/topic/$ddog) [Carvana Co. (CVNA)](/topic/$cvna) [Snowflake Inc. (SNOW)](/topic/$snow) [Cloudflare, Inc. (NET)](/topic/$net) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Autodesk Inc (ADSK)](/topic/$adsk) [Workday Inc (WDAY)](/topic/$wday) [Elastic N.V. (ESTC)](/topic/$estc) [monday.com Ltd. (MNDY)](/topic/$mndy) [SAP SE (SAP)](/topic/$sap) [Zscaler Inc (ZS)](/topic/$zs) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Now Coin (NOW)](/topic/$now) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [PTC Inc (PTC)](/topic/$ptc) [Synopsys, Inc. (SNPS)](/topic/$snps) [ServiceNow Inc (NOW)](/topic/servicenow) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [Alibaba Group (BABA)](/topic/$baba)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@lockedupcap $AMZN $META $GWRE $TYL $INTU $ADSK"  
[X Link](https://x.com/therealjunto/status/1671686186446856194)  2023-06-22T01:06Z [----] followers, [---] engagements


"If I hear Kash Rangan say software landing one more time Im going to storm the stage"  
[X Link](https://x.com/therealjunto/status/1699519462561685695)  2023-09-06T20:26Z [----] followers, [---] engagements


"S&M R&D is not uncommon for PLG self-service and vertical software. $WDAY and $DDOG are the anomalies here b/c theyve been managed historically by technical operators who value innovation over a sales-driven culture. Thats changing at $WDAY though under Carls leadership"  
[X Link](https://x.com/therealjunto/status/1735410770739937350)  2023-12-14T21:25Z [----] followers, [---] engagements


"The correct answer was $AYX PA had [--] take outs this year. Coupa and Qualtrics. Whos next PA had [--] take outs this year. Coupa and Qualtrics. Whos next"  
[X Link](https://x.com/TheRealJunto/status/1736761458141077584)  2023-12-18T14:52Z [----] followers, [----] engagements


"PA has [--] takeouts this year. Coupa Qualtrics and Alteryx Whos next List others in comments $TWLO $ESTC $EVBG $GLBE $TWLO $ESTC $EVBG $GLBE"  
[X Link](https://x.com/TheRealJunto/status/1736762836263522515)  2023-12-18T14:58Z [----] followers, [----] engagements


"@ptuomov HFT"  
[X Link](https://x.com/therealjunto/status/1743344660481782091)  2024-01-05T18:52Z [----] followers, [----] engagements


"BREAKING NEWS: INMATE ESCAPES FEDERAL PRISON TO AGGRESSIVELY BUY $META"  
[X Link](https://x.com/therealjunto/status/1753437221711921650)  2024-02-02T15:16Z [----] followers, [---] engagements


"good to know my mothers retirement account is top ticking $CRWD"  
[X Link](https://x.com/TheRealJunto/status/1800189944977322152)  2024-06-10T15:35Z [----] followers, [---] engagements


"@cercurusglobal @BubbleBeta Correct. But bill and his team mainly b/c of Alex invest almost exclusively in software now. They have [--] holdings and only one isnt software"  
[X Link](https://x.com/TheRealJunto/status/1815570360311369956)  2024-07-23T02:11Z [----] followers, [---] engagements


"Point solutions will get crushed. Platforms are more insulated particularly when theres a data advantage. For example Intuit Assist and Agentforce should presumably have more accurate models given it trains on all customer data and workflows. Klarna wont have this AI will disrupt software https://t.co/icgBsG1iiC AI will disrupt software https://t.co/icgBsG1iiC"  
[X Link](https://x.com/TheRealJunto/status/1834233544715239846)  2024-09-12T14:12Z [----] followers, [----] engagements


"Just learned that $AAPL repurchases $400mm of stockper day 🤯"  
[X Link](https://x.com/TheRealJunto/status/1846625485825982668)  2024-10-16T18:53Z [----] followers, [---] engagements


"Kinda surprised Buffett isnt buying $DG. Probably worried about $WMT but risks seem overblown $DG is right up his alleylong history of successful capital allocation discount retail which he likes unit growth capital return and hes probably a diamond customer himself 😂"  
[X Link](https://x.com/TheRealJunto/status/1849177592739369162)  2024-10-23T19:54Z [----] followers, [----] engagements


"Morgan Stanley upgrading $CVNA. Last bearish man standing is gone"  
[X Link](https://x.com/TheRealJunto/status/1853921526166560810)  2024-11-05T22:05Z [----] followers, [----] engagements


"@JerryCap @sprucepointcap (favorite contra) recommended going short $AXON in [----] 😂"  
[X Link](https://x.com/TheRealJunto/status/1854998901922619760)  2024-11-08T21:26Z [----] followers, [---] engagements


"@Speculator_io Good list but $MDB isnt founder led"  
[X Link](https://x.com/TheRealJunto/status/1862694833548046842)  2024-11-30T03:07Z [----] followers, [---] engagements


"@JerryCap Actually pretty great insight. I need to get better at the large drawdowns. Having a salary is super helpful but Ive realized to manage capital without a salary I need a decent fixed income port (20% of investable assets) to help withstand the 50% drawdown (mentally at least)"  
[X Link](https://x.com/TheRealJunto/status/1864381345415274714)  2024-12-04T18:48Z [----] followers, [---] engagements


"Absolutely wild to see posts like this If you think you know how to fix the healthcare problem in America then do it. But this Professor obviously doesnt so its easier to blame corporate greed and make complicated topics easy for his little mind Today we mourn the death of United Healthcare CEO Brian Thompson gunned down. wait I'm sorry - today we mourn the deaths of the [-----] Americans who needlessly die each year so that insurance company execs like Brian Thompson can become multimillionaires. Today we mourn the death of United Healthcare CEO Brian Thompson gunned down. wait I'm sorry -"  
[X Link](https://x.com/TheRealJunto/status/1864827371347451952)  2024-12-06T00:21Z [----] followers, [----] engagements


"@Larryjamieson_ $GWRE at $60 in [----] and $TYL at $180 in 2019"  
[X Link](https://x.com/TheRealJunto/status/1869479008318173687)  2024-12-18T20:25Z [----] followers, [---] engagements


"@GrindeOptions You didnt provide enough information. Need to know annual burn and projected burn rate how youre invested tax rate and any yield As a general framework you need to have minimum [--] yrs of burn (expenses) saved (3.3% withdrawal rate). Wouldnt do 4% given youre only 35"  
[X Link](https://x.com/TheRealJunto/status/1878543653766935014)  2025-01-12T20:44Z [----] followers, [---] engagements


"@MetacriticCap Its not a model to predict his behavior never said it was. Its a model to make sense why Elon would call his children X A-XII and Exa Dark Siderl. I have no idea what he will do next but there will likely be a sophomoric element to it"  
[X Link](https://x.com/TheRealJunto/status/1892767871752618164)  2025-02-21T02:46Z [----] followers, [---] engagements


"I would like to take this opportunity to express gratitude and appreciation for whichever Jabroni sold me $NKE this morning at $52"  
[X Link](https://x.com/TheRealJunto/status/1908178544406016435)  2025-04-04T15:23Z [----] followers, [--] engagements


"Trump has a low pain tolerance. This cant go on forever PA was 75% equities / 25% credit pre-carnage. Moving 1-2% into equities on big down days. Will continue until 100% equities or we recover Names that look interesting IMO $MDB $OS $PCOR $GLBE $WDAY $LION $AMZN $META"  
[X Link](https://x.com/TheRealJunto/status/1909035716190884305)  2025-04-07T00:09Z [----] followers, [----] engagements


"MS upgrading $APP"  
[X Link](https://x.com/TheRealJunto/status/1910423084814696749)  2025-04-10T20:02Z [----] followers, [----] engagements


"Peter Gassner sticking it to all the pods using $VEEV as a funding short. The dude delivers"  
[X Link](https://x.com/TheRealJunto/status/1927848426735112345)  2025-05-28T22:04Z [----] followers, [----] engagements


"Dylan is doing Figmas IPO roadshow this week Blown away by his humility despite his incredible success. I thought he would struggle to refocus post Adobe offer but hes clearly not motivated by money Imagine being Dylan Field You bust your ass building Figma from scratch. You scale to $400M despite the impossible Then Adobe offers to pay you $20B creating one of the biggest paydays in history Until the U.S. government says: Nope. You must keep working Dylan. Imagine being Dylan Field You bust your ass building Figma from scratch. You scale to $400M despite the impossible Then Adobe offers to"  
[X Link](https://x.com/TheRealJunto/status/1948099163528270087)  2025-07-23T19:13Z [----] followers, [---] engagements


"@dalibali2 @P_Remarks Heard Veeva is filing for bankruptcy tomorrow. ChatGPT [--] vibe coded away the $6B on VEEVs balance sheet"  
[X Link](https://x.com/TheRealJunto/status/1953513239997800803)  2025-08-07T17:47Z [----] followers, [---] engagements


"What investors are missing is that software vendors are more likely to be the rails the underlying system upon which Gen AI functionality gets delivered than to get disrupted by it. -Keith Weiss Morgan Stanley Software Analyst"  
[X Link](https://x.com/TheRealJunto/status/1957492839400763536)  2025-08-18T17:20Z [----] followers, [----] engagements


"JPM analyst just asked a question intended for Workday on Intuits earnings call 😂 Even called CEO the wrong name lol. I want what hes drinking"  
[X Link](https://x.com/TheRealJunto/status/1958638045755838634)  2025-08-21T21:11Z [----] followers, 253.2K engagements


"4) Ability to charge usage pricing logic: matches costs and revenue; unlocks monetization potential as AI usage grows Examples: $MDB $SNOW $DT"  
[X Link](https://x.com/TheRealJunto/status/1959412940643152037)  2025-08-24T00:30Z [----] followers, [----] engagements


"7) SMB more protected than enterprise Logic: developing great software internally is harder for SMBs compared to enterprises with larger more sophisticated IT departments Examples: $INTU $HUBS $MNDY"  
[X Link](https://x.com/TheRealJunto/status/1959412962566828086)  2025-08-24T00:30Z [----] followers, [----] engagements


"8) economies of scale Logic: software vendor can spread costs across a larger customer base and compete on price more effectively Examples: $MSFT $SAP $CRM $ORCL"  
[X Link](https://x.com/TheRealJunto/status/1959412976592818522)  2025-08-24T00:30Z [----] followers, [----] engagements


"9) core value proposition is enhanced by AI Logic: the product is more powerful with AI enhancing the moat Examples: $DDOG $NET $ZS $PLTR"  
[X Link](https://x.com/TheRealJunto/status/1959412984914030989)  2025-08-24T00:30Z [----] followers, [----] engagements


"Gotta love HFs blasting the sell button on software forgetting they use software for every aspect of their job and easily pay $50-100K per analyst to software vendors which will continue to inflate. Bloomberg doesnt give a shit prices are going up and Citadel has to pay"  
[X Link](https://x.com/TheRealJunto/status/2017104572771102804)  2026-01-30T05:16Z [----] followers, [---] engagements


"@PrefShares $META $PCOR $VEEV $GLBE"  
[X Link](https://x.com/TheRealJunto/status/1855434524932358202)  2024-11-10T02:17Z [----] followers, [----] engagements


"Long $INTU That group has been deleted That group has been deleted"  
[X Link](https://x.com/TheRealJunto/status/1886552453794963706)  2025-02-03T23:08Z [----] followers, [----] engagements


"10 rules for software investing in the AI era: 1) Platform companies are difficult to displace Logic: gravity towards consolidation; easier to disrupt a point solution than a platform Examples: $NOW $PANW $VEEV"  
[X Link](https://x.com/TheRealJunto/status/1959412883676143999)  2025-08-24T00:30Z [----] followers, 20.8K engagements


"2) incumbents must have a data moat Logic: startups will struggle to replicate breadth of proprietary data Examples: $CSGP $VRSK $CRWD"  
[X Link](https://x.com/TheRealJunto/status/1959412886083617181)  2025-08-24T00:30Z [----] followers, [----] engagements


"3) mission critical software Logic: no tolerance for hallucinations. The output must be correct Examples: $ADSK $CDNS $PTC $SNPS $BSY"  
[X Link](https://x.com/TheRealJunto/status/1959412888340463993)  2025-08-24T00:30Z [----] followers, [----] engagements


"5) distribution advantage Logic: the best product doesnt always win. Unique GTM w/ a flywheel Examples: $TEAM $FIG $SHOP $TWLO"  
[X Link](https://x.com/TheRealJunto/status/1959412956661248292)  2025-08-24T00:30Z [----] followers, [----] engagements


"6) Selling to risk averse customers Logic: concervative customers wont risk failure on a new startup and less likely to build internally Examples: $TYL $GWRE $PCOR"  
[X Link](https://x.com/TheRealJunto/status/1959412959350083954)  2025-08-24T00:30Z [----] followers, [----] engagements


"10) the more rules the software vendor passes the better Logic: greater protection from disruption with multiple advantages Examples: $DDOG $MSFT $VEEV $NOW $CDNS $SNPS $INTU $PANW $CSGP $HUBS $MNDY $CRWD $GWRE $TYL $NET $SAP $PCOR $ZS $NET $PLTR $SNOW"  
[X Link](https://x.com/TheRealJunto/status/1959412987216777390)  2025-08-24T00:30Z [----] followers, [----] engagements


"The Money Trap by Alok Sama is an entertaining read Just learned that Masa sold his 4.9% stake in Nvidia in [----] for a $3.3B profit. His stake would be worth $215B today"  
[X Link](https://x.com/TheRealJunto/status/1970518852237770989)  2025-09-23T16:01Z [----] followers, [---] engagements


"@HaydenCapital 100%. Vector is working but the real juice will come from incorporating runtime data. $U should be able to build a structural advantage over time"  
[X Link](https://x.com/TheRealJunto/status/1989868411115958767)  2025-11-16T01:29Z [----] followers, [---] engagements


"If horizontal SaaS can accelerate and attribute to AI narrative will flip. The more visible the company the better for the whole sector (HUBS CRM NOW etc). Seems plausible since CRM and HUBS are both expecting acceleration I have never seen an asset class hated as much as application SaaS is right now. Almost no floor on valuation even when results are solid. Seems like the market has made up its mind that these are terminal zeroes over the long-run. The market has truly settled on "own semis" and I have never seen an asset class hated as much as application SaaS is right now. Almost no floor"  
[X Link](https://x.com/TheRealJunto/status/1996028112283598886)  2025-12-03T01:26Z [----] followers, [---] engagements


"A few details that are important to consider when assessing SaaS disruption from AI:"  
[X Link](https://x.com/TheRealJunto/status/2012935501028692163)  2026-01-18T17:09Z [----] followers, [----] engagements


"historically 25% of the cost to develop software was the initial build. This is even lower now w/ vibe coding (10%). But the point remains - the cost to develop software is not the initial build -- it's ongoing maintenance debugging compliance security integrations etc"  
[X Link](https://x.com/TheRealJunto/status/2012935502161117443)  2026-01-18T17:09Z [----] followers, [----] engagements


"This is a critical point. Building version [--] of an app costs basically nothing now -- this is what has spooked the market and why they think software is going to zero -- b/c generalist investors don't know the initial build was never the bulk of development costs to begin with"  
[X Link](https://x.com/TheRealJunto/status/2012935503381737824)  2026-01-18T17:09Z [----] followers, [---] engagements


"Also software developers are like doctors. They're smart and work in a complex field - so they're overly confident. Ask a software developer if they can re-create Salesforce most won't hesitate: "yes easily." This has always been true. Most were wrong then and likely still now"  
[X Link](https://x.com/TheRealJunto/status/2012935504694579576)  2026-01-18T17:09Z [----] followers, [---] engagements


"What's worst than AI making software development cheaper for SaaS valuations Free software that's already built. This debate has already happened. AI disruption to SaaS is reminiscent of the open source debate. OS was going to kill SaaS. It didn't. why"  
[X Link](https://x.com/TheRealJunto/status/2012935505898279002)  2026-01-18T17:09Z [----] followers, [---] engagements


"The modern software supply chain is overwhelmingly open source. But when a workflow is considered mission critical or when there are shared customer benefits to using third-party software customers prefer to buy vs. build. This is true before Claude Code and will be true after"  
[X Link](https://x.com/TheRealJunto/status/2012935507001409953)  2026-01-18T17:09Z [----] followers, [---] engagements


"The idea that AI agents will do all the work and UI doesn't matter anymore is basically claiming that AGI is here. None of us will have jobs in that scenario. What is more likely is that AI agents will be powerful assistants who can do certain tasks but customers still need UI"  
[X Link](https://x.com/TheRealJunto/status/2012935508200968304)  2026-01-18T17:09Z [----] followers, [---] engagements


"Think through -- if the software could be offered for free would the customer switch In reality most AI-built alternatives would be watered down. Good luck vibe coding Bloomberg with the same data access. TurboTax already has free competition. So does Microsoft Office"  
[X Link](https://x.com/TheRealJunto/status/2012935510172324267)  2026-01-18T17:09Z [----] followers, [---] engagements


"AI is going to kill SaaS Anthropic the company arguably most capable of insourcing uses Workday Salesforce GitHub Atlassian MongoDB among other enterprise software"  
[X Link](https://x.com/TheRealJunto/status/2018749045993267459)  2026-02-03T18:10Z [----] followers, 238.2K engagements


"@jiahanjimliu Yea kinda like when 3-D printing came on the scene and it would disrupt supply chains. Turns out its just better to buy"  
[X Link](https://x.com/TheRealJunto/status/2018863171378061487)  2026-02-04T01:44Z [----] followers, [----] engagements


"@Simonkhalaf Yes I understand how the stock market works Please give me one example of a large enterprise software company with deteriorating customer retention due to AI. Give me just one example market thinks this will happen. [--] years in and it has not. Even Adobe is hanging in there"  
[X Link](https://x.com/TheRealJunto/status/2018864283866783908)  2026-02-04T01:48Z [----] followers, [----] engagements


"@marcusestes Im old enough to remember when cloud would kill SAP and Oracle"  
[X Link](https://x.com/TheRealJunto/status/2018865776384684242)  2026-02-04T01:54Z [----] followers, [---] engagements


"@Simonkhalaf That is not a serious comment by a serious person"  
[X Link](https://x.com/TheRealJunto/status/2018870943238815839)  2026-02-04T02:15Z [----] followers, [---] engagements


"@LOGOinvestor Your logic is sound and I totally agree with the point. But servicenow isnt a great example because they mostly run on their own data centers. Your statement is true for virtually every other saas company"  
[X Link](https://x.com/TheRealJunto/status/2019263574850551939)  2026-02-05T04:15Z [----] followers, [---] engagements


"Contradiction #1: Its consensus that LLMs are commoditized yet a commodity will steal the economic value from SaaS going forward"  
[X Link](https://x.com/anyuser/status/2019456438314127862)  2026-02-05T17:01Z [----] followers, [----] engagements


"Contradiction #2: Everyone is long semis giving the AI infra build out but commoditized LLMs and SaaS will pay hundreds of billions to rent that compute"  
[X Link](https://x.com/TheRealJunto/status/2019456439694033356)  2026-02-05T17:01Z [----] followers, [---] engagements


"Contradiction #3: AI agents will do all the work erasing value of SaaS UI/UX but replacing all digital workflows is not AGI and you/your company will have the income to pay for AI agents"  
[X Link](https://x.com/TheRealJunto/status/2019456441824817637)  2026-02-05T17:01Z [----] followers, [----] engagements


"Contradiction #4 SaaS will be insourced yet no enterprise software company is actively seeing this. And OpenAI Anthropic and Google are heavy users of enterprise software"  
[X Link](https://x.com/TheRealJunto/status/2019456443632533743)  2026-02-05T17:01Z [----] followers, [---] engagements


"Why SaaS incumbents have the advantage in AI https://www.linkedin.com/posts/thoma-bravo_hyland-ceo-jitesh-ghai-at-thoma-bravos-ai-activity-7424139355440709632-TXASutm_medium=ios_app&rcm=ACoAAANi_7gBsNEq72KvIbtkGuW-dlJAsxEBAQs&utm_source=social_share_video_v2&utm_campaign=copy_link https://www.linkedin.com/posts/thoma-bravo_hyland-ceo-jitesh-ghai-at-thoma-bravos-ai-activity-7424139355440709632-TXASutm_medium=ios_app&rcm=ACoAAANi_7gBsNEq72KvIbtkGuW-dlJAsxEBAQs&utm_source=social_share_video_v2&utm_campaign=copy_link"  
[X Link](https://x.com/anyuser/status/2019817689561325899)  2026-02-06T16:57Z [----] followers, [---] engagements


"@m1929473782 No. We thought open AI was clear winner now Gemini in consumer Claude in enterprise Grok/xAI in the mix Meta claiming theyll be at the frontier within [--] months deepseek very credible and open source an endless data to show that people easily flip between the various LLMs"  
[X Link](https://x.com/TheRealJunto/status/2019865874815946882)  2026-02-06T20:08Z [----] followers, [---] engagements


"@zoomyzoomm Gertstner is insufferable. Awful being in mgmt meetings with him. Takes him [--] mins to ask his simple question"  
[X Link](https://x.com/TheRealJunto/status/2020129423266058521)  2026-02-07T13:36Z [----] followers, [----] engagements


"Thoma Bravo explaining why legacy SaaS will beat AI start-ups: we believe established software platforms such as Salesforce SAP Microsoftwill be more durable despite the risks of AI disruption to their businesses. https://www.thomabravo.com/ideas/the-risky-bet-by-ai-start-ups https://www.thomabravo.com/ideas/the-risky-bet-by-ai-start-ups"  
[X Link](https://x.com/TheRealJunto/status/2011644243945623863)  2026-01-15T03:38Z [----] followers, [---] engagements


"going to be hilarious when the company considered highly vulnerable to AI accelerates because of AI $HUBS"  
[X Link](https://x.com/anyuser/status/2021920400305737761)  2026-02-12T12:12Z [----] followers, [----] engagements


"Wait did I readThoma Bravos SaaS businesses are accelerating"  
[X Link](https://x.com/TheRealJunto/status/2019139862306472150)  2026-02-04T20:03Z [----] followers, 74.5K engagements


"truly wild that Google published its transformer paper in [----] as open research which ended up being the spark for the entire LLM wave dunno but prob should have kept that paper internal"  
[X Link](https://x.com/anyuser/status/2022677842388242447)  2026-02-14T14:22Z [----] followers, [---] engagements


"@QualityInvest5 $VEEV $MDB $CRWD $NET $SNOW"  
[X Link](https://x.com/TheRealJunto/status/2022803754580386109)  2026-02-14T22:42Z [----] followers, [---] engagements


"I dont care what good things are happening because I am drawn to focus on the democratic norms that are being eroded. It doesnt matter what the ends are. The means disqualify the ends. Any good decisions Trump makes should be seen as random or lucky. -Seth Klarman Two years ago Seth Klarman was the biggest donor to the Republican Party in New England. This year hes giving some $20 million to Democrats. He tells @bariweiss why in an exclusive interview. https://t.co/7n1sJMowOG Two years ago Seth Klarman was the biggest donor to the Republican Party in New England. This year hes giving some $20"  
[X Link](https://x.com/TheRealJunto/status/1041127557041668096)  2018-09-16T00:52Z [----] followers, [--] engagements


"@RampCapitalLLC Yo mamas so fat the SEC sued her finger for causing the flash crash"  
[X Link](https://x.com/TheRealJunto/status/1065005771321155584)  2018-11-20T22:15Z [----] followers, [--] engagements


"For Amazon to have been fairly valued in [----] (10% annualized return through today yes an arbitrary amount) the company shouldve been valued at $75bn or 120x [--] sales. Instead it was valued at $17bn ran up to $25bn in [--] before crashing 95%. Imagine how dumb you felt"  
[X Link](https://x.com/TheRealJunto/status/1067148536888856577)  2018-11-26T20:10Z [----] followers, [--] engagements


"Fascinating article about a private investor generating outsized returns in Hong Kong. https://www.bloomberg.com/news/articles/2019-01-02/the-20-a-year-stock-picker-who-wishes-his-edge-would-disappear https://www.bloomberg.com/news/articles/2019-01-02/the-20-a-year-stock-picker-who-wishes-his-edge-would-disappear"  
[X Link](https://x.com/TheRealJunto/status/1080570801169018888)  2019-01-02T21:05Z [----] followers, [---] engagements


"Breakdown of $JD valuation by Goldman. Interestingly what contributes the most value (3P and advertising) grew sales 32% in [--]. GS 12-month target price of $43 implies 47% upside"  
[X Link](https://x.com/TheRealJunto/status/1103294747110719488)  2019-03-06T14:02Z [----] followers, [---] engagements


"@LSValue Proper investing is about accurately assessing a companys return on incremental capital compared to whats reflected in the valuation. With the three important words being: incremental return and valuation. Somehow investors often forget at least one of these words"  
[X Link](https://x.com/TheRealJunto/status/1113994975627370496)  2019-04-05T02:41Z [----] followers, [--] engagements


"@gabrielroth @BeijingPalmer Losing in Tennis but winning in life"  
[X Link](https://x.com/TheRealJunto/status/1136678847557120001)  2019-06-06T16:58Z [----] followers, [--] engagements


"@zerohedge Article was discredited by US tech giants. Sensational reporting that wasnt true. https://www.google.com/amp/s/amp.theguardian.com/commentisfree/2018/oct/13/tech-giants-us-chinese-spy-chips-bloomberg-supermicro-amazon-apple https://www.google.com/amp/s/amp.theguardian.com/commentisfree/2018/oct/13/tech-giants-us-chinese-spy-chips-bloomberg-supermicro-amazon-apple"  
[X Link](https://x.com/TheRealJunto/status/1145021021747130368)  2019-06-29T17:27Z [----] followers, [--] engagements


"@QTRResearch Wheres the dislike button"  
[X Link](https://x.com/TheRealJunto/status/1154795909143814146)  2019-07-26T16:49Z [----] followers, [--] engagements


"@QTRResearch"  
[X Link](https://x.com/TheRealJunto/status/1159443247158222849)  2019-08-08T12:36Z [----] followers, [--] engagements


"@QTRResearch Bar at the mandarin"  
[X Link](https://x.com/TheRealJunto/status/1169765299060707328)  2019-09-06T00:12Z [----] followers, [--] engagements


"@LSValue Saying cliche quotes with conflicting philosophies. It allows you to justify any trade: Cut your losers let the winners run Buy whats working. Dont fight the tape Vs. Buy low sell high Be fearful when others are greedy. Buy when theres blood in the street"  
[X Link](https://x.com/TheRealJunto/status/1170103821911121920)  2019-09-06T22:37Z [----] followers, [--] engagements


"The tweet you send after taking acid and reading too much Orwell"  
[X Link](https://x.com/TheRealJunto/status/1171567777687248896)  2019-09-10T23:34Z [----] followers, [--] engagements


"His risk tolerance was jaw-dropping. After launching BP Capital T. Boone Pickens watched his fund decline 90%. Investors were panicking except for a close friend who remained confident: Boone will find a way to save us. And that he did"  
[X Link](https://x.com/anyuser/status/1171898060756140032)  2019-09-11T21:27Z [----] followers, [--] engagements


"T. Boone increased what was left nearly 100x in less than a year betting on natural gas futures. He was capable of handling unimaginable volatility. Adding to the absurdity T. Boone did all of this in his seventies. RIP"  
[X Link](https://x.com/TheRealJunto/status/1171898061553119234)  2019-09-11T21:27Z [----] followers, [--] engagements


"Masa Son is a lucky momo investor at best and a recklessly irresponsible allocator at worst"  
[X Link](https://x.com/TheRealJunto/status/1172532089834676224)  2019-09-13T15:26Z [----] followers, [--] engagements


"@QTRResearch Ridiculous. We need more powerful parody accounts that mock the political extremes in this case the regressive left"  
[X Link](https://x.com/anyuser/status/1173398060996669441)  2019-09-16T00:47Z [----] followers, [--] engagements


"There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self. -Ernest Hemingway Credit: Bloomberg Terminal"  
[X Link](https://x.com/TheRealJunto/status/1176831032424898561)  2019-09-25T12:09Z [----] followers, [--] engagements


"If your Hedge Fund changes names and begins marketing on Twitter you should prob redeem. #ochziff What is Sculptor https://t.co/lZPFFRW1JN #sculptorcm https://t.co/89169Ql1G2 What is Sculptor https://t.co/lZPFFRW1JN #sculptorcm https://t.co/89169Ql1G2"  
[X Link](https://x.com/TheRealJunto/status/1177775833076977664)  2019-09-28T02:43Z [----] followers, [--] engagements


"More I think about upcoming Presidential election the clearer it becomes. Biden is too old. Warren and Sanders are too far left. Trump is too narcissistic. We need someone who is smart enough to see both sides of every issue. That leaves us with one candidate. Pete Buttigieg"  
[X Link](https://x.com/TheRealJunto/status/1188118442647445510)  2019-10-26T15:41Z [----] followers, [--] engagements


"Munger taught Buffett that growth investing could scale. Thats how Buffett made $100bn. Jim Simons never figured out how to scale Medallion (capped at $10bn). Simons returns are insane. But Buffett is still the GOAT for figuring out how to scale. Best investor ever Annualized Returns Jim Simons 39% George Soros 32% Steve Cohen 30% Peter Lynch 29% Warren Buffet 21% Ray Dalio 12% https://t.co/U7u3Lakdua Best investor ever Annualized Returns Jim Simons 39% George Soros 32% Steve Cohen 30% Peter Lynch 29% Warren Buffet 21% Ray Dalio 12% https://t.co/U7u3Lakdua"  
[X Link](https://x.com/TheRealJunto/status/1191924176933838850)  2019-11-06T03:44Z [----] followers, [--] engagements


"Tencent's stock portfolio. Top [--] holdings equal $60 billion. This does not even include their ownership in hundreds of private companies. Tencent is the Berkshire Hathaway of Chinese tech"  
[X Link](https://x.com/anyuser/status/1194272935365795840)  2019-11-12T15:17Z [----] followers, [---] engagements


"Told a peer to avoid value investing in Chinese tech stocks. Strong biz models & competitive positioning are more important than a low multiple given the exponential rate of change in China. He said thx but ignored me. He bought $VIPS at $5 (+187%) & $MOMO at $24 (+55%). Fml"  
[X Link](https://x.com/TheRealJunto/status/1207292928357474304)  2019-12-18T13:33Z [----] followers, [--] engagements


"Lots of criticism of Buffett underperforming. Lets actually compare apples-to-apples. Buffetts stocks were up 44% in [----]. S&P was +31.5%. FinTwit Police: calculation only includes Berkshires largest public holdings and assumes buy & hold. Called but couldn't get his trades"  
[X Link](https://x.com/TheRealJunto/status/1212810130934378496)  2020-01-02T18:57Z [----] followers, [---] engagements


"Im a democrat and I agree with many things Bernie Sanders says like helping those left behindbut I dont believe in killing capitalismwe need to keep the golden goose that keeps laying golden eggsits worked very well since [----]. -Warren Buffett on @CNBC"  
[X Link](https://x.com/TheRealJunto/status/1231927520926236672)  2020-02-24T13:03Z [----] followers, [--] engagements


"@PythiaR One of the brilliant moves by Arnault is the recognition that driving sales too much diluted his brands and so rather than exclusively focus on organic growth he redeployed FCF into M&A. It allowed him to maintain high returns on incremental capital for decades. Hes a beast"  
[X Link](https://x.com/TheRealJunto/status/1247622017462996993)  2020-04-07T20:27Z [----] followers, [--] engagements


"Check mark ✅ is the new V-shaped recovery"  
[X Link](https://x.com/TheRealJunto/status/1258025847065321472)  2020-05-06T13:28Z [----] followers, [--] engagements


"@nachkari @bgurley Amen. Spoke with a smart investor recently and we were using the term narrative. Companies with compelling narratives often driven by powerful storytelling have lower costs of capital and elevated valuations. The topic was Charter/Disney vs. Comcast"  
[X Link](https://x.com/TheRealJunto/status/1258070253621383173)  2020-05-06T16:24Z [----] followers, [--] engagements


"A friend from college has had nearly 100% of his net worth in $AAPL for the past [--] years. As a professional investor Ive always told him he was too concentrated. He just sold his stock and bought a $3 million apartment in NYC. I still rent. Fml"  
[X Link](https://x.com/TheRealJunto/status/1291517892387799041)  2020-08-06T23:33Z [----] followers, [----] engagements


"@BillBrewsterSCG You know how I know your dumb You went to Harvard Business School and wear hermes ties. OLeary actually said that to my colleague during a meeting. It was awesome"  
[X Link](https://x.com/TheRealJunto/status/1313592160361558017)  2020-10-06T21:29Z [----] followers, [---] engagements


"True story. [--] yrs ago my old boss mentored a young HF manager located in the same building He said to the new manager: 1) LPs frown when your dad is CFO so hire a new one and 2) stop firing your analysts turnover looks bad My boss never heard from Philippe Laffont again"  
[X Link](https://x.com/TheRealJunto/status/1334685102606086144)  2020-12-04T02:25Z [----] followers, [--] engagements


"Also inspiring: Julian Robertson didnt start Tiger Management until he was [--]. Charlie Munger didnt join Warren Buffett and Berkshire until he was [--] years old (in 1978). Let this be your friendly reminder that its never too late for you. https://t.co/XvOPz3RkxU Charlie Munger didnt join Warren Buffett and Berkshire until he was [--] years old (in 1978). Let this be your friendly reminder that its never too late for you. https://t.co/XvOPz3RkxU"  
[X Link](https://x.com/TheRealJunto/status/1340703471411097601)  2020-12-20T16:59Z [----] followers, [---] engagements


"Cant stop thinking about this: Spoke to a large HF allocator recently who fully redeemed from Tiger Global Tigers public portfolio doesnt outperform the Nasdaq adjusted for fees and leverage he said They do however have the best brand in the industry. And that sells"  
[X Link](https://x.com/TheRealJunto/status/1347948753450397699)  2021-01-09T16:50Z [----] followers, [---] engagements


"@jablams1 Allocators point was that their returns can be replicated through indices. Something like 1.3x Nasdaq and -0.5x S&P value. Tiger global does better than that but you must also account for 20% incentive. Plus this is just their public port which is huge. Their privates crush"  
[X Link](https://x.com/TheRealJunto/status/1347955982849220614)  2021-01-09T17:18Z [----] followers, [--] engagements


"@BluegrassCap Emerging industry: maniacal founder w/ an unhealthy work culture focused on product differentiation Mature industry: low cost producer focused on taking share Niche market: disciplined CEO with loyal employees obsessed w/ delivering value & not price gouging"  
[X Link](https://x.com/TheRealJunto/status/1350939430576676864)  2021-01-17T22:53Z [----] followers, [--] engagements


"Incredibly sad. I had the pleasure of meeting Charles de Vaulx years ago at a conference during the height of his career. Im a nobody yet he spoke to me as an equal. Charismatic kind and brilliant. He was a legend. RIP The founder of International Value Advisors died by suicide on Monday April [--] a week after liquidating two highly regarded funds. https://t.co/eKqMRDdgmr The founder of International Value Advisors died by suicide on Monday April [--] a week after liquidating two highly regarded funds. https://t.co/eKqMRDdgmr"  
[X Link](https://x.com/TheRealJunto/status/1387529943362514947)  2021-04-28T22:11Z [----] followers, [--] engagements


"My ex recently asked for financial advice. She wanted to load up on Bitcoin (-40% since) Might bill her [--] and 20"  
[X Link](https://x.com/TheRealJunto/status/1396544081845751812)  2021-05-23T19:10Z [----] followers, [--] engagements


"Tencent is up 60000% since IPO Thank God you avoided a 10% drop today I have never owned Tencent for this exact reason. 🥴 I have never owned Tencent for this exact reason. 🥴"  
[X Link](https://x.com/TheRealJunto/status/1419819346956890129)  2021-07-27T00:38Z [----] followers, [---] engagements


"@LibertyRPF Pre IPO actually. Never lose with Koos"  
[X Link](https://x.com/TheRealJunto/status/1419824511839612975)  2021-07-27T00:58Z [----] followers, [--] engagements


"Lots of tweets about Jim Simons Two fun facts that arent well known 1) Simons tried to sell 10% of Medallion for $10B. Aramco was going to bite until [--] hit 2) Simons was never the brains behind Medallion. He paid other guys to figure it out"  
[X Link](https://x.com/TheRealJunto/status/1433584952499744768)  2021-09-03T00:17Z [----] followers, [--] engagements


"Heard private equity is flat today. Damn those guys are good"  
[X Link](https://x.com/TheRealJunto/status/1442884651299835910)  2021-09-28T16:11Z [----] followers, [---] engagements


"Just a friendly reminder that Tencent bought a 5% stake in Tesla for $1.8 billion in [----] Tencents stake is now larger than most companies in the S&P [---] $TSLA $TCEHY"  
[X Link](https://x.com/TheRealJunto/status/1453492799295442946)  2021-10-27T22:44Z [----] followers, [---] engagements


"The older I get the more I realize its not about buying high quality businesses with durable competitive advantages blah blah Its about finding ideas with enormous gaps between the markets expectation and the future reality. Period"  
[X Link](https://x.com/TheRealJunto/status/1455690746670063622)  2021-11-03T00:18Z [----] followers, [----] engagements


"@InnocenceCapit1 They dont. The first will work only if the second is true"  
[X Link](https://x.com/TheRealJunto/status/1455693784004632580)  2021-11-03T00:30Z [----] followers, [--] engagements


"JP Morgan on $BABA: Alibaba currently trades at 0.3x 2022E core ecommerce profit before loss from CGP in our SOTP valuation framework as we ascribe US$134 per share to its non-commerce assets such as cloud Ant and public equity investment"  
[X Link](https://x.com/TheRealJunto/status/1467480002082054156)  2021-12-05T13:04Z [----] followers, [---] engagements


"Alternatively Alibabas current share price implies 13x [----] core ecommerce profit before loss from CGP and zero value to everything else which puts the best cloud asset and Fintech asset in China at zero value"  
[X Link](https://x.com/TheRealJunto/status/1467480003747188742)  2021-12-05T13:04Z [----] followers, [---] engagements


"Monopolies love talking publicly about how awful everything is going"  
[X Link](https://x.com/TheRealJunto/status/1489332231101427716)  2022-02-03T20:17Z [----] followers, [--] engagements


"Raising rates is intended to decel the economy to contain inflation but if inflation is being caused by shortages caused by a pandemic and a war then how the hell is quickly raising rates going to accomplish anything productive"  
[X Link](https://x.com/TheRealJunto/status/1504161540337025032)  2022-03-16T18:23Z [----] followers, [--] engagements


"@nachkari Without the permanent capital via Pershing Square Holdings Ackman likely wouldve converted to a family office during the tough years (15-18). Launching PS Holdings was arguably his most savvy career move"  
[X Link](https://x.com/anyuser/status/1508911766973173768)  2022-03-29T20:59Z [----] followers, [--] engagements


"Fintwit Im trying to figure out whats the lowest risk way to get a minimum 5% cash yield (to support a family) with upside appreciation. Any strong thoughts"  
[X Link](https://x.com/TheRealJunto/status/1519470660413759492)  2022-04-28T00:16Z [----] followers, [--] engagements


"A Tiger tale that helped me ultimately realize how much of the hedge fund game is about confidence"  
[X Link](https://x.com/TheRealJunto/status/1565190184932712448)  2022-09-01T04:09Z [----] followers, [---] engagements


".I gave my first stock pitch to the CIO of $3B Tiger cub. I was [--] in [----] and trying to break into the industry. I didn't know shit about anything (still dont). I had however overdosed on Buffett so I prepared a pitch on a company with a clear moat. I went with Costo"  
[X Link](https://x.com/TheRealJunto/status/1565190186299949057)  2022-09-01T04:09Z [----] followers, [--] engagements


".I gave my detailed report to the CIO w/ a shitload of charts & numbers. He didn't even open it. "Your pitch is way too long and ironically we are short Costo." I explained why Costco is a good biz but he confidently and logically explained why the stock would underpeform"  
[X Link](https://x.com/TheRealJunto/status/1565190187528888321)  2022-09-01T04:09Z [----] followers, [--] engagements


".suffice to say I didn't get the job. A few years later I reinterviewed at the same fund. I mentioned to the same CIO that I was long Tesla. He laughed didn't hear my pitch and said "every hedge fund is short. They are going bankrupt. I hope you didn't invest a lot""  
[X Link](https://x.com/TheRealJunto/status/1565190188896223232)  2022-09-01T04:09Z [----] followers, [--] engagements


".that hedge fund closed for underperformance in [----]. I have seen the CIO several times since and he has not lost a shred of confidence While he sails off into the sunset I am still unemployed and trying to find an investment job"  
[X Link](https://x.com/TheRealJunto/status/1565190190091714560)  2022-09-01T04:09Z [----] followers, [--] engagements


"Also hilarious. When interviewing I asked how the CIO was able to raise $78M when we was only [--]. Because I worked at Goldman Tiger and Viking. And Im the only guy who can say that"  
[X Link](https://x.com/TheRealJunto/status/1565192938094747648)  2022-09-01T04:20Z [----] followers, [--] engagements


"Theres a reputable concentrated long only w/ $1.5B AUM looking for analyst w/ 2-4 yrs of relevant experience (modeling skills valuation analysis etc). Its an analyst program (2-3 yrs then you move on). Great job if youre looking to break into public markets DM if interested"  
[X Link](https://x.com/TheRealJunto/status/1572367940972085249)  2022-09-20T23:31Z [----] followers, [---] engagements


"@NeckarValue Keep in mind while laffont has been successful he chases names. Hes rarely first in big winners. He shows up late once the story has been proven out. Its possible hes doing the same thing with the macro saying nothing new just riding the trend thats already there"  
[X Link](https://x.com/TheRealJunto/status/1593753846190415874)  2022-11-18T23:51Z [----] followers, [--] engagements


"During the COVID software bubble $TWLO was valued at 75x gross profit at peak. Today its 3x"  
[X Link](https://x.com/TheRealJunto/status/1613665419046289412)  2023-01-12T22:33Z [----] followers, 90.3K engagements


"Sometimes I think I'm a talented investor Until I remember that George Soros & Jim Rogers 43x'd Quantum Fund from 1970-1977. That's a 71% annualized return vs. 0% return for the Dow Meanwhile my PA is up 5% YTD and I feel the urge to brag"  
[X Link](https://x.com/TheRealJunto/status/1617555312864821248)  2023-01-23T16:10Z [----] followers, 11.8K engagements


"In an interview w/ a Tiger cub I asked the PM if he went to biz school (his wife went to HBS) He responded no business school is where you go when you suck at this job. Whats funny is that this PM is widely considered to be humble. Says a lot about the HF biz Had convo with colleague about Bschool today - my view is theres only [--] schools worth going to (HBS GSB and Booth) others lead you down a dark hole of begrudgingly going to banking. Thoughts Had convo with colleague about Bschool today - my view is theres only [--] schools worth going to (HBS GSB and Booth) others lead you down a dark hole"  
[X Link](https://x.com/TheRealJunto/status/1625325983552229376)  2023-02-14T02:48Z [----] followers, 223.1K engagements


"Imagine being Dylan Field You bust your ass building Figma from scratch. You scale to $400M despite the impossible Then Adobe offers to pay you $20B creating one of the biggest paydays in history Until the U.S. government says: Nope. You must keep working Dylan"  
[X Link](https://x.com/TheRealJunto/status/1628897313648156675)  2023-02-23T23:19Z [----] followers, 151.9K engagements


"I interviewed at Abdiel and while I bombed I wasnt disappointed. The firms allure diminished post interview Got fed several Buffett quotes and almost puked Investment is most intelligent when it is most businesslike K thx youre down 80%"  
[X Link](https://x.com/TheRealJunto/status/1638977908659089425)  2023-03-23T18:55Z [----] followers, 31.7K engagements


"SOTP by Barclays implies $180 per share $BABA"  
[X Link](https://x.com/TheRealJunto/status/1641084685034967042)  2023-03-29T14:27Z [----] followers, [----] engagements


"Heard Ken plans to organize Harvard professors into pods and fire them every [--] months Wait but which name will they go with Surveyor school of Science Ashler school of Art https://t.co/RdBI4W8xWP Wait but which name will they go with Surveyor school of Science Ashler school of Art https://t.co/RdBI4W8xWP"  
[X Link](https://x.com/TheRealJunto/status/1646132459170414592)  2023-04-12T12:45Z [----] followers, [----] engagements


"Just passed Jim Simons walking my dog. Turns out he lives on my block and loves cigarettes My wife didnt give a shit so Im telling you"  
[X Link](https://x.com/TheRealJunto/status/1663711312893935625)  2023-05-31T00:57Z [----] followers, 48.3K engagements


"@dalibali2 Dont worry Puru sold $S yday and replaced w/ $MDB"  
[X Link](https://x.com/TheRealJunto/status/1664376020982439939)  2023-06-01T20:59Z [----] followers, [----] engagements


"Life conundrum in your 30s: 1) the best job opportunities are in major cities 2) the best place to spend free time is in nature 3) the best place to raise a family is the suburbs"  
[X Link](https://x.com/TheRealJunto/status/1671702275146891266)  2023-06-22T02:10Z [----] followers, 61.9K engagements


"Its interesting that the [--] best investors ever - Buffett Greenblatt and Sleep - all returned outside capital ASAP At some point quality of life matters. Im surprised more successful investors dont do the same"  
[X Link](https://x.com/TheRealJunto/status/1677289590627991553)  2023-07-07T12:12Z [----] followers, 79.4K engagements


"When I was young I thought a successful career was retiring ASAP Now I realize nothing is better than feeling productive stimulated & engaged. All of which are antithetical to retirement Ironically Ive never felt more liberated than once I realized that Ill work forever"  
[X Link](https://x.com/TheRealJunto/status/1699484062292009426)  2023-09-06T18:05Z [----] followers, [----] engagements


"Schwarzman came from Lehman a bank that never embraced casual work attire unlike every other bulge bracket investment bank Look good play good was Lehmans mantra Ivan Boesky wore a three-piece suit long after everyone else stopped Not adapting = Ominous @NiceQuarterGuys Dont apply at Blackstone. Friend who works there was in elevator one morn w/ a colleague who was tie-less. Steve Schwarzman gets in the elevator says good morning and they all get off on diff floors. Guy withoutthe tie gets a call from HR & that was his last day. True story. @NiceQuarterGuys Dont apply at Blackstone. Friend"  
[X Link](https://x.com/TheRealJunto/status/1700613665060171900)  2023-09-09T20:54Z [----] followers, 15.6K engagements


"Software PM at Millennium apparently blowing up after two -40% earnings moves $PAYC $CFLT"  
[X Link](https://x.com/anyuser/status/1720099132562383212)  2023-11-02T15:22Z [----] followers, 86.8K engagements


"midcap software w/ SMB exposure is reminiscent of the red wedding in Game of Thrones Everyone is dying $BILL $CFLT $FTNT $PAYC"  
[X Link](https://x.com/anyuser/status/1720178098803503200)  2023-11-02T20:36Z [----] followers, 11.7K engagements


"Tegus settled the GOAT debate. No Warren Buffett is not the GOAT. Its Reece Duca at IGSB. Reece Duca most likely has the best investment track record ever 1/5"  
[X Link](https://x.com/anyuser/status/1722356412825649157)  2023-11-08T20:52Z [----] followers, 181.4K engagements


"Reece turned $2k in his PA into many billions by running a concentrated portfolio over the past [--] decades. Never took a penny of outside capital. No fees no bonuses. Just returns from investing his own money. Some of his best wisdom/insights from his only public interview: 2/5"  
[X Link](https://x.com/TheRealJunto/status/1722356414478168375)  2023-11-08T20:52Z [----] followers, 13.5K engagements


"Complexity is the barrier to good outcomes. Simply your life. We often put 70-80% of capital in [--] ideas. You cant do that in the investment business Few companies are exceptional. Customers must be fanatically reliant on the product for the company to be exceptional 3/5"  
[X Link](https://x.com/TheRealJunto/status/1722356415849787686)  2023-11-08T20:52Z [----] followers, 25.1K engagements


"I never cared about money. I needed to provide for my family. I just cared about helping others doing work Im proud of and working with people I care about and respect. The best determinant of a successful investment is the business model that underpins the company. 4/5"  
[X Link](https://x.com/TheRealJunto/status/1722356417615532191)  2023-11-08T20:52Z [----] followers, 14.3K engagements


"I think about companies as having [--] important ecosystems: product market fit and the go to market strategy. Successful companies must get both right. 5/5"  
[X Link](https://x.com/TheRealJunto/status/1722356420299935804)  2023-11-08T20:52Z [----] followers, 11.6K engagements


"Drawdown from ATH of select COVID darlings. -77% $JD -79% $BILL -81% $PYPL -82% $DOCU -84% $U -85% $TWLO -89% $SE -89% $CVNA -99% $FTCH And none are likely to ever come back"  
[X Link](https://x.com/TheRealJunto/status/1734987978563301804)  2023-12-13T17:25Z [----] followers, 31.1K engagements


"@sidecarcap Check out chapter [--] of Hedge Fund Market Wizards by Jack Schwager. Chapter [--] is dedicated exclusively to Jamie Mai. Charlie Ledley runs a fund called Liminality Capital with his ex-Highfields colleagues"  
[X Link](https://x.com/TheRealJunto/status/1740218025176113485)  2023-12-28T03:48Z [----] followers, [----] engagements


"@dalibali2 Id say Chinese internet more broadly (JD and Tencent look cheap too for example)"  
[X Link](https://x.com/TheRealJunto/status/1742635382724837819)  2024-01-03T19:53Z [----] followers, [----] engagements


"Michael Platt's BlueCrest is up 33x since [----] (by comparison Citadel's Wellington the crown jewel of the multi strat hedge fund world is up 3.8x) Only one way to get Platt's absurd result Front running (read cheating)"  
[X Link](https://x.com/TheRealJunto/status/1743324683368333672)  2024-01-05T17:32Z [----] followers, 144K engagements


"@CuiBonoCapital In that case Platt will have a new roommate soon"  
[X Link](https://x.com/TheRealJunto/status/1743328136249426087)  2024-01-05T17:46Z [----] followers, [----] engagements


"@skew_good4u @ptuomov If you dont have time to read the book then read this: https://en.m.wikipedia.org/wiki/Flash_Boys https://en.m.wikipedia.org/wiki/Flash_Boys"  
[X Link](https://x.com/TheRealJunto/status/1743384701362934071)  2024-01-05T21:31Z [----] followers, [----] engagements


"An updated list of management statements that are major 🚩🚩🚩 Look I have [--] years of experience We like new competition. It keeps us honest. We have a balanced capital allocation plan AI is nothing new to us The market is rewarding growth / margins right now"  
[X Link](https://x.com/TheRealJunto/status/1745525914824532446)  2024-01-11T19:19Z [----] followers, [----] engagements


"PE has acquired [--] of my software holdings in the past year. Alteryx Qualtrics Coupa and now Everbridge. New poll. Which software company will be acquired next $ESTC $GLBE $U $TWLO $ESTC $GLBE $U $TWLO"  
[X Link](https://x.com/TheRealJunto/status/1754524440199573997)  2024-02-05T15:16Z [----] followers, [----] engagements


"4x Ev/sales floor valuation for software Private Equity Software Deals https://t.co/PqnIo3t7QT Private Equity Software Deals https://t.co/PqnIo3t7QT"  
[X Link](https://x.com/TheRealJunto/status/1777685252904734966)  2024-04-09T13:09Z [----] followers, [----] engagements


"I passed the legend himself enjoying an evening walk with his wife this time last year. Hope to be doing that when Im [--] RIP Jim Simons"  
[X Link](https://x.com/TheRealJunto/status/1788969279477494164)  2024-05-10T16:28Z [----] followers, 38.2K engagements


"the most thoughtful software investors Ro Nagpal Holocene Alex Adamson Oberndorf Evan Stanleigh Tiger Global Jeremy Simon Balyasny Tim Brown XN John Oh Arena Marshall Bush Baleen (former Third Point) Eric Cheung JPM feel like an idiot whenever I talk w/ these dudes"  
[X Link](https://x.com/anyuser/status/1815474839718691290)  2024-07-22T19:51Z [----] followers, 98.4K engagements


"@JaredKubin Wouldnt be close :) Jokes aside I know several of those guys too. Respect Tariq and Jon a lot. Very smart but prefer more LT thinkers. I included Jeremy (despite working at Baly) given hes new to the pod world (former Viking). Assume he got a huge guarantee and said f*ck it"  
[X Link](https://x.com/TheRealJunto/status/1815485913470050488)  2024-07-22T20:35Z [----] followers, [----] engagements


"Buy $PCOR today sell in [--] years up 100%+"  
[X Link](https://x.com/TheRealJunto/status/1819371249467858945)  2024-08-02T13:54Z [----] followers, [----] engagements


"100%. The tax of impression management is one of the greatest hidden costs in life The most valuable personal finance asset is not needing to impress anyone. Morgan Housel The most valuable personal finance asset is not needing to impress anyone. Morgan Housel"  
[X Link](https://x.com/TheRealJunto/status/1833306199699468758)  2024-09-10T00:47Z [----] followers, [----] engagements


"Marc Benioff clearly has contempt for the investment community. He keeps passive aggressively bashing the crowd at GS conference. Within a few mins hes called the crowd boring and poor and uninteresting 😂"  
[X Link](https://x.com/TheRealJunto/status/1833941134860775823)  2024-09-11T18:50Z [----] followers, 26.9K engagements


"Welp it's time to go levered long $INTU. My favorite contra (@sprucepointcap) just released a SELL report. Returns if you went long their shorts $XPO +629% $PLNT +590% $SMCI +476% $AXON +459% $CVNA +297% $PTC +237% $DXCM +98% $IOT +92%"  
[X Link](https://x.com/TheRealJunto/status/1837187624710139949)  2024-09-20T17:50Z [----] followers, 36.9K engagements


"Bill Gates meeting Warren Buffett who allegedly influenced Gates to diversify his net worth was the most value destructive relationship in history If Bill Gates had never sold a share of Microsoft he would be worth more than $1.5 trillion today 🤯 $MSFT"  
[X Link](https://x.com/TheRealJunto/status/1845269878023868441)  2024-10-13T01:06Z [----] followers, 15.9K engagements


"@zoomyzoomm This is straight up wrong. Okta Veeva Guidewire Tyler Manhattan ServiceNow etc. Half of SaaS hasnt reported yet too"  
[X Link](https://x.com/TheRealJunto/status/2020708765281202545)  2026-02-09T03:58Z [----] followers, [----] engagements


"Just a friendly reminder that Databricks and Palantir both growing 60%+ with $5B ARR are SOFTWARE companies"  
[X Link](https://x.com/anyuser/status/2020935966052188318)  2026-02-09T19:00Z [----] followers, 16.5K engagements


"Something important about Ali to contextualize his comments: Hes brilliant but hyper paranoid. He always thinks the market is about to implode. Hes worried disruption is around the corner whether it be Databricks or the whole software sector. Hes always been this way Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one https://t.co/wBwgP8av5F Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but"  
[X Link](https://x.com/anyuser/status/2021304227008491918)  2026-02-10T19:24Z [----] followers, [----] engagements


"@NYCASP April fools Cuz u must be joking"  
[X Link](https://x.com/anyuser/status/980770413096636416)  2018-04-02T11:34Z [----] followers, [--] engagements


"Dear Generalists 70%+ of commercial SaaS code is free open source. Multi-billion $ moats have been built on top of free software for decades If your thesis is cheaper/faster dev cycles kills SaaS youre [--] years late. The product isn't the code"  
[X Link](https://x.com/anyuser/status/2022872099904459167)  2026-02-15T03:14Z [----] followers, [----] engagements


"truly wild that Google published its transformer paper in [----] as open research which ended up being the spark for the entire LLM wave dunno but prob should have kept that paper internal"  
[X Link](https://x.com/anyuser/status/2022677842388242447)  2026-02-14T14:22Z [----] followers, [---] engagements


"RT @jawwwn_: Palantir CTO @ssankar: Americans are being lied to about AI. "On one end you have extreme doomerism this idea that AI will"  
[X Link](https://x.com/anyuser/status/2022421135825211732)  2026-02-13T21:22Z [----] followers, [--] engagements


"Palantir CTO @ssankar: Americans are being lied to about AI. "On one end you have extreme doomerism this idea that AI will lead to massive job loss oppression and the extinction of humanity." "On the other you have utopic fantasies that no one will have to work." "The truth is neither: AI is an incredibly powerful tool. The future of AI is being determined every day. It is not predetermined for us. And it's going to be determined by the people who wield it." Via @FoxBusiness Microsoft AI CEO Mustafa Suleyman says most white-collar work "will be fully automated by an AI within the next [--] to"  
[X Link](https://x.com/anyuser/status/2022392436123894142)  2026-02-13T19:28Z 17.5K followers, 178.4K engagements


"Microsoft AI CEO Mustafa Suleyman says most white-collar work "will be fully automated by an AI within the next [--] to [--] months. If thats true its an economic earthquake. We need a moratorium on new AI data centers to make sure AI works for workers not just billionaires"  
[X Link](https://x.com/anyuser/status/2022372102624731518)  2026-02-13T18:07Z 11.7M followers, 563.8K engagements


"LLMs are phenomenal productivity tools for those fine with mediocrity"  
[X Link](https://x.com/anyuser/status/2022345499907662274)  2026-02-13T16:21Z [----] followers, [---] engagements


"I find it so funny that all of these AI companies literally stole content from creators all over the internet (without compensation) and are now mad when someone does it to them"  
[X Link](https://x.com/anyuser/status/2022309307514069307)  2026-02-13T13:58Z 184.8K followers, 12K engagements


"@Ross__Hendricks I work in software (private company). Sales are up. We use AI daily. Sure its helpful but there is no danger to underlying business model. There is so much more to a business than turning out code. This is exactly why open source never took anybodys job"  
[X Link](https://x.com/anyuser/status/2021778320816582829)  2026-02-12T02:48Z [---] followers, 17.3K engagements


"going to be hilarious when the company considered highly vulnerable to AI accelerates because of AI $HUBS"  
[X Link](https://x.com/anyuser/status/2021920400305737761)  2026-02-12T12:12Z [----] followers, [----] engagements


"Software bears are going to be shocked to discover that free open source alternatives to every major software company were available long before AI"  
[X Link](https://x.com/anyuser/status/2021649280709406730)  2026-02-11T18:15Z [----] followers, 133.5K engagements


"🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list"  
[X Link](https://x.com/anyuser/status/2021314972588863871)  2026-02-10T20:06Z 102.7K followers, 588.3K engagements


"Something important about Ali to contextualize his comments: Hes brilliant but hyper paranoid. He always thinks the market is about to implode. Hes worried disruption is around the corner whether it be Databricks or the whole software sector. Hes always been this way Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one https://t.co/wBwgP8av5F Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but"  
[X Link](https://x.com/anyuser/status/2021304227008491918)  2026-02-10T19:24Z [----] followers, [----] engagements


"Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one"  
[X Link](https://x.com/anyuser/status/2021005931681574938)  2026-02-09T23:38Z 66.7K followers, 58.7K engagements


"I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short answer: AI. But the underlying reason is subtle. We are growing fast because we are finally removing the biggest bottleneck in data: the technical barrier to entry. For years if you didnt know SQL Python you were locked out of the value chain. That has changed fundamentally with the  and it is the "secret sauce" behind our recent"  
[X Link](https://x.com/anyuser/status/2020904120237031660)  2026-02-09T16:54Z 26.7K followers, 488.6K engagements


"Just a friendly reminder that Databricks and Palantir both growing 60%+ with $5B ARR are SOFTWARE companies"  
[X Link](https://x.com/anyuser/status/2020935966052188318)  2026-02-09T19:00Z [----] followers, 16.5K engagements


"AMI Labs founder Yann LeCun on why LLMs are fooling us the same way AI has for decades: He argues that every generation of AI scientists has made the same mistake: confusing task performance with real intelligence. LeCun's core challenge to the current hype: "We're fooled into thinking those machines are intelligent because they can manipulate language. And we're used to the fact that people who can manipulate language very well are implicitly smart." He's clear that LLMs are useful but being a useful tool and being intelligent are two very different things. The real insight is the historical"  
[X Link](https://x.com/anyuser/status/2020507715362287915)  2026-02-08T14:39Z [----] followers, 125.5K engagements


"i am not really worried about companies replacing all their saas with vibe coding because they already could bring everything in-house way before ai every popular saas has a good open source alternative yet very few companies used that"  
[X Link](https://x.com/anyuser/status/2020426892906791234)  2026-02-08T09:18Z 24K followers, 29.3K engagements


"False alarm. Orange line is SaaS white line is bitcoin. Extremely high correlation Turns out SaaS just needs bitcoin to recover. All roads lead to tendies on Reddit just like buffett taught us"  
[X Link](https://x.com/anyuser/status/2020199265889374700)  2026-02-07T18:13Z [----] followers, [----] engagements


"The cost of building software dropped dramatically from [----] to [----]. AWS (vs self-hosting) MySQL (viable 2005) high-level languages all massively reduced cost to build and led to a Cambrian explosion of software businesses. But this did not make software cos less valuable"  
[X Link](https://x.com/anyuser/status/2019848950648652078)  2026-02-06T19:01Z 65.6K followers, 108.8K engagements


"AI writes 90% of my code and I handle the remaining 90%"  
[X Link](https://x.com/anyuser/status/2019591886990897170)  2026-02-06T02:00Z 59.9K followers, 130.7K engagements


"Why SaaS incumbents have the advantage in AI https://www.linkedin.com/posts/thoma-bravo_hyland-ceo-jitesh-ghai-at-thoma-bravos-ai-activity-7424139355440709632-TXASutm_medium=ios_app&rcm=ACoAAANi_7gBsNEq72KvIbtkGuW-dlJAsxEBAQs&utm_source=social_share_video_v2&utm_campaign=copy_link https://www.linkedin.com/posts/thoma-bravo_hyland-ceo-jitesh-ghai-at-thoma-bravos-ai-activity-7424139355440709632-TXASutm_medium=ios_app&rcm=ACoAAANi_7gBsNEq72KvIbtkGuW-dlJAsxEBAQs&utm_source=social_share_video_v2&utm_campaign=copy_link"  
[X Link](https://x.com/anyuser/status/2019817689561325899)  2026-02-06T16:57Z [----] followers, [---] engagements


"Contradiction #1: Its consensus that LLMs are commoditized yet a commodity will steal the economic value from SaaS going forward"  
[X Link](https://x.com/anyuser/status/2019456438314127862)  2026-02-05T17:01Z [----] followers, [----] engagements


"Contradiction #5 SaaS seeing slow traction of agentic AI despite having all data workflow domain knowledge and context Yet AI labs with basically no domain knowledge are assumed to be successful Yet its the exact same tech being utilized"  
[X Link](https://x.com/anyuser/status/2019786729842942418)  2026-02-06T14:54Z [----] followers, [---] engagements


"going to lead a coup dtat at MS TMT wear your patagonias so I can distinguish investors from management tackling any software mgmt team not aggressively slashing costs"  
[X Link](https://x.com/anyuser/status/2019547212796293137)  2026-02-05T23:02Z [----] followers, [----] engagements

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