# ![@UrInsideMan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2326585578.png) @UrInsideMan G

G posts on X about $tri, ai, $clbt, $spgi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2326585578/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:interactions.svg)

- [--] Week [-----] -67%
- [--] Month [------] +253%
- [--] Months [------] +101%
- [--] Year [------] +170%

### Mentions: [--] [#](/creator/twitter::2326585578/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:posts_active.svg)

- [--] Month [--] +47%
- [--] Months [---] +92%
- [--] Year [---] +107%

### Followers: [---] [#](/creator/twitter::2326585578/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:followers.svg)

- [--] Week [---] +1.50%
- [--] Month [---] +7%
- [--] Months [---] +18%
- [--] Year [---] +65%

### CreatorRank: [---------] [#](/creator/twitter::2326585578/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.74% [finance](/list/finance)  13.51% [cryptocurrencies](/list/cryptocurrencies)  3.6% [technology brands](/list/technology-brands)  3.6% [financial services](/list/financial-services)  0.9% [countries](/list/countries)  0.9%

**Social topic influence**
[$tri](/topic/$tri) #6, [ai](/topic/ai) 7.21%, [$clbt](/topic/$clbt) #4, [$spgi](/topic/$spgi) #49, [$din](/topic/$din) 4.5%, [$bak](/topic/$bak) 3.6%, [$sols](/topic/$sols) 3.6%, [$hun](/topic/$hun) 3.6%, [$lyb](/topic/$lyb) 3.6%, [silver](/topic/silver) 3.6%

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@taobanker](/creator/undefined) [@edgecgroup](/creator/undefined) [@duediligenceguy](/creator/undefined) [@logicalthesis](/creator/undefined) [@valuedrift](/creator/undefined) [@toffcap](/creator/undefined) [@blondesnmoney](/creator/undefined) [@sleepysolcap](/creator/undefined) [@nanalyzetweets](/creator/undefined) [@merridew](/creator/undefined) [@leevalueroach](/creator/undefined) [@capitalvalor](/creator/undefined) [@sandbrandyn](/creator/undefined) [@bullreturns](/creator/undefined) [@marketplunger1](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@oneuera](/creator/undefined) [@based16z](/creator/undefined) [@resourcebull](/creator/undefined)

**Top assets mentioned**
[Thomson Reuters Corporation (TRI)](/topic/$tri) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [S&P Global Inc (SPGI)](/topic/$spgi) [Dine Brands Global, Inc. (DIN)](/topic/$din) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Huntsman Corporation (HUN)](/topic/$hun) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Conagra Brands Inc (CAG)](/topic/$cag) [Ecopetrol S.A (EC)](/topic/$ec) [Western Union Co (WU)](/topic/$wu) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Energy Transfer, LP. (ET)](/topic/$et) [Unity Software Inc. (U)](/topic/$u) [Purr (PURR)](/topic/$purr) [CS Disco, Inc. (LAW)](/topic/$law) [IBM (IBM)](/topic/ibm) [Diageo plc (DEO)](/topic/$deo) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [Zoetis Inc (ZTS)](/topic/$zts) [Newell Brands Inc (NWL)](/topic/$nwl) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Crocs, Inc. (CROX)](/topic/$crox) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Heroes of NFT (HON)](/topic/$hon) [Radiant Capital (RDNT)](/topic/$rdnt) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Progressive Corp (PGR)](/topic/$pgr) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [British American Tobacco (BTI)](/topic/$bti) [Goldman Sachs (GS)](/topic/goldman-sachs) [PSYOP (PSYOP)](/topic/$psyop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ToffCap So Wish is now just a holdco for other businesses Honestly could be interesting but why do we believe they'd be good stewards of capital"  
[X Link](https://x.com/UrInsideMan/status/1998429140970881522)  2025-12-09T16:26Z [---] followers, [---] engagements


"Maybe a melting ice cube (at least that's the current view) but why doesn't $WU make sense here 20+% FCF yield on [----] guide (mgmt's been mostly right since 2023) 5.5x FWD EPS (at low end of guide) 10+% div. yield + buyback of anywhere from 7-10% (w/room to grow)"  
[X Link](https://x.com/UrInsideMan/status/1998617638667174023)  2025-12-10T04:55Z [---] followers, [---] engagements


"$BAK is pretty compelling R/R. potential 3x isn't easy to find nowadays. Is the picture presently pretty Reminds me a bit of SSL. Buy when most hated and pictures looks most bleak. Chemical allocation is pretty high now"  
[X Link](https://x.com/UrInsideMan/status/2014361214525014227)  2026-01-22T15:35Z [---] followers, [---] engagements


"So if GLP-1s aren't as great as everyone believes doesn't that make some of the food stalwarts long-able Here's looking at you $CAG. https://www.usatoday.com/story/news/nation/2026/01/28/glp-1-weight-loss-drug-lawsuits-side-effects/87611067007/ https://www.usatoday.com/story/news/nation/2026/01/28/glp-1-weight-loss-drug-lawsuits-side-effects/87611067007/"  
[X Link](https://x.com/UrInsideMan/status/2017321585225462053)  2026-01-30T19:38Z [---] followers, [--] engagements


"$OEC just stupid cheap Been thinking of a way to play the EVs - more tire thesis i sketched out a while ago and this one seems great. 30% FCF Yield at low end of [----] guidance. Trades at 3x [----] ebitda guide (assuming low-end) 7x EPS (low-end). Specialty div. recovering"  
[X Link](https://x.com/UrInsideMan/status/2018341410697523284)  2026-02-02T15:11Z [---] followers, [----] engagements


"@SFarringtonBKC I see the light on $OEC. i worry i may not have enough"  
[X Link](https://x.com/UrInsideMan/status/2018343412475306169)  2026-02-02T15:19Z [---] followers, [---] engagements


"@SFarringtonBKC @duediligenceguy Figured it had to be somewhat backward looking. Was just looking at $CAG over the weekend and they mentioned that tidbit which I found interesting"  
[X Link](https://x.com/UrInsideMan/status/2018347619446132925)  2026-02-02T15:35Z [---] followers, [--] engagements


"$PURR seems stupid which means it will probably 10x"  
[X Link](https://x.com/UrInsideMan/status/2018483421924802939)  2026-02-03T00:35Z [---] followers, [---] engagements


"@blondesnmoney LZ yes. LAW no. Very different tools and CS Disco uses AI coding already. Realiability/ease of use new thing. Relativity (a mediocre platform still owns a massive share due to familiarity/entrenchment despite known issues for years)"  
[X Link](https://x.com/UrInsideMan/status/2018715251861057937)  2026-02-03T15:56Z [---] followers, [---] engagements


"@Sleepysolcap @based16z Like $TRI. Good luck rebuilding its database. E-filing is only like [--] years old. Laws are considerable older than that"  
[X Link](https://x.com/UrInsideMan/status/2018882787286319502)  2026-02-04T03:02Z [---] followers, [---] engagements


"@nanalyzetweets Harvey does legal workflow stuff such as reviewing/creating documents which Westlaw never really did before so it's not apples apples. Westlaw literally has all the operative law indexed (much of which was done by manual people going to courts before e-filing). GL replicating"  
[X Link](https://x.com/UrInsideMan/status/2019420124776960234)  2026-02-05T14:37Z [---] followers, [--] engagements


"@resourcebull @taobanker finally time for CPB You've been preaching it for a year now"  
[X Link](https://x.com/UrInsideMan/status/2019425282894229643)  2026-02-05T14:58Z [---] followers, [---] engagements


"@Merridew__ Yes. Didn't you hear PG and Unilever went bankrupt"  
[X Link](https://x.com/UrInsideMan/status/2019441127066132574)  2026-02-05T16:00Z [---] followers, [--] engagements


"@leevalueroach $WU had some one-time expenses that should be backed out going forward iirc"  
[X Link](https://x.com/UrInsideMan/status/2019468625774514674)  2026-02-05T17:50Z [---] followers, [---] engagements


"The thing that people underestimate is the degree to which the stakes matter so much w/r/t certain companies that claude even being a $$-saving option will not make major inroads. E.g. Various IBM antiquated software IS STILL IN USE and its flaws predate most SaaS"  
[X Link](https://x.com/anyuser/status/2019491612833853451)  2026-02-05T19:21Z [---] followers, [--] engagements


"@Aureliusltd28 FIS =/= Fidelity LOL"  
[X Link](https://x.com/UrInsideMan/status/2019566720395211005)  2026-02-06T00:20Z [---] followers, [---] engagements


"@shortbus_ace So they may be screwed because theyre at the workflow intersection that claude is specifically targeting especially for lesser-stake tasks. Nobody is using LZ for cross-border m&a big $ bk filings etc"  
[X Link](https://x.com/UrInsideMan/status/2019604707510218857)  2026-02-06T02:50Z [---] followers, [--] engagements


"@LogicalThesis Its not. Just stairs up elevator down kinda shit. Derisked slightly. Bought more $tri"  
[X Link](https://x.com/UrInsideMan/status/2019609091128340620)  2026-02-06T03:08Z [---] followers, [--] engagements


"@leevalueroach so payday loans for rent So now instead of only getting sued by landlord upon default for eviction you can get sued by Klarna's collections attorneys too"  
[X Link](https://x.com/UrInsideMan/status/2019827287903044032)  2026-02-06T17:35Z [---] followers, [--] engagements


"@StealthQE4 Debtor's prison"  
[X Link](https://x.com/UrInsideMan/status/2019833940471685596)  2026-02-06T18:01Z [---] followers, [--] engagements


"@Fierce__beast I met some lawyers in Rio who talked about taking surf breaks and partying until 4AM and were elite high-performers. Maybe living in good vibes/weather just brings the best out in you"  
[X Link](https://x.com/UrInsideMan/status/2020883519078060220)  2026-02-09T15:32Z [---] followers, [---] engagements


"In case youre curious where the losses are the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. Theyve been filling them with private credit and direct lending all using the same private ratings agency to misclassify the loans. In case youre curious where the losses are the PE industry has been acquiring and then raiding the floats of c.10% of US life insurance assets. Theyve been filling them with private credit and direct lending all using the same private ratings agency to misclassify the loans"  
[X Link](https://x.com/anyuser/status/2018926178556670083)  2026-02-04T05:54Z [---] followers, [---] engagements


"Stocks I thought about buying and didn't all up like 5% in [--] week. $CAG $DEO"  
[X Link](https://x.com/anyuser/status/2019062818599797062)  2026-02-04T14:57Z [---] followers, [---] engagements


"added some PBR.A TRI CLBT. Sold LGO and SOLS (mostly to raise cash and SOLS' move seems too aggro)"  
[X Link](https://x.com/anyuser/status/2022002966283346328)  2026-02-12T17:40Z [---] followers, [--] engagements


"Considering how much effort it's taken to match $ORR's performance this year maybe i should just dump it all into that and go focus on something else"  
[X Link](https://x.com/anyuser/status/2019099594303631523)  2026-02-04T17:23Z [---] followers, [---] engagements


"Guess who sold his xlp leaps a couple months ago at a loss to chase their next idea Crazy $XLP breakout (biggest weights $WMT $COST) https://t.co/MH8bbqG4nc Crazy $XLP breakout (biggest weights $WMT $COST) https://t.co/MH8bbqG4nc"  
[X Link](https://x.com/anyuser/status/2019276230919442915)  2026-02-05T05:05Z [---] followers, [---] engagements


"I have [--] green names out of like 20+ (1 is a short). That's kinda funny"  
[X Link](https://x.com/anyuser/status/2019438177925406897)  2026-02-05T15:49Z [---] followers, [---] engagements


"How funny would it be if KW3's load mgmt gets copied by a good chunk of the league and zero RB makes a roaring comeback"  
[X Link](https://x.com/anyuser/status/2020956584759918714)  2026-02-09T20:22Z [---] followers, [--] engagements


"AI is the flavor du jour for general market softness and is being used to justify layoffs just like companies spent [--] years justifying poor inventory mgmt on "supply chain issues" and the past [--] years justifying price increases due to "inflationary pressure.""  
[X Link](https://x.com/anyuser/status/2021342879843746172)  2026-02-10T21:57Z [---] followers, [--] engagements


"To be clear i'm not saying there isn't some truth to it but when a narrative becomes this pervasive and is being adopted by a lot of operators (most operators = avg) it's likely to be cover for something else"  
[X Link](https://x.com/anyuser/status/2021343284518584660)  2026-02-10T21:59Z [---] followers, [--] engagements


"this aged well. After much and forth with the CIO i successfully persuaded him to drop TLT and add $EC and $SOLS. After much and forth with the CIO i successfully persuaded him to drop TLT and add $EC and $SOLS"  
[X Link](https://x.com/anyuser/status/2021593525964452337)  2026-02-11T14:33Z [---] followers, [--] engagements


"I had this idea too a while back that maybe just buying a scarce asset at a 1B mkt cap was a good idea regardless of w/e the economics were at the time but didn't pull the trigger for reasons I still can't articulate. Sometimes the simplest thesis is in fact best. You dont build a multibagger by waiting for consensus. $SPHR at $22 wasnt a story stock. Its the future of live entertainment infrastructure. One platform. Scarce assets. Structural demand. I own it big. Our subscribers own it. https://t.co/mQpehf1RCC You dont build a multibagger by waiting for consensus. $SPHR at $22 wasnt a story"  
[X Link](https://x.com/anyuser/status/2021961049285468448)  2026-02-12T14:54Z [---] followers, [---] engagements


"Sometimes an expensive market just needs a reason to selloff While I have no doubt AI will disrupt many businesses many stocks are just going down because they have no valuation support or bad fundamentals or both. The AI excuse might hurt a stock temporarily but I dare say many stocks getting hit will stay down and not because of AI. While I have no doubt AI will disrupt many businesses many stocks are just going down because they have no valuation support or bad fundamentals or both. The AI excuse might hurt a stock temporarily but I dare say many stocks getting hit will stay down and not"  
[X Link](https://x.com/anyuser/status/2022166091435586046)  2026-02-13T04:29Z [---] followers, [---] engagements


"@chitchatstocks $TRI $SPGI $CLBT"  
[X Link](https://x.com/UrInsideMan/status/2022309202673148189)  2026-02-13T13:57Z [---] followers, [---] engagements


"@valuations_ $zts $hun"  
[X Link](https://x.com/UrInsideMan/status/2014078018973585756)  2026-01-21T20:49Z [---] followers, [---] engagements


"Probably going to add to $CLBT $HUN and $LYB here"  
[X Link](https://x.com/UrInsideMan/status/2016888003151405368)  2026-01-29T14:55Z [---] followers, [---] engagements


"@SFarringtonBKC $CLBT $HUN and $ZSL (if feeling extra spicy)"  
[X Link](https://x.com/UrInsideMan/status/2016912105102790942)  2026-01-29T16:31Z [---] followers, [---] engagements


"@SFarringtonBKC @duediligenceguy Tepper's WHR play makes a lot of sense by that logic too. I've just kept ULTA in my port for a long time as it's proven resilient and should benefit from that uplift. $NWL is kinda intriguing on the cons. disc. front though may be a bit too hard for me rn"  
[X Link](https://x.com/UrInsideMan/status/2018349962199699910)  2026-02-02T15:45Z [---] followers, [--] engagements


"@CapitalValor $BAK - bad jurisdiction check. checkered history check Lots of debt check. Potential 3-5x bagger check"  
[X Link](https://x.com/UrInsideMan/status/2018411469067472988)  2026-02-02T19:49Z [---] followers, [---] engagements


"Added $TRI. Mkt is delusional if it thinks Anthropic has any chance of unseating $TRI. LZ's moat definitely seems toast. Is 23x FWD EPS cheap enough Idk. I'll back up the truck if this goes lower"  
[X Link](https://x.com/UrInsideMan/status/2018718102435832020)  2026-02-03T16:07Z [---] followers, [---] engagements


"$TRI's earnings are on 2/5 too If I were a ballsier man I'd get calls here too"  
[X Link](https://x.com/UrInsideMan/status/2018722784801595443)  2026-02-03T16:26Z [---] followers, [---] engagements


"Y'all know that NotebookLM and plenty of other AI tools can review contracts right Comparing it to a playbook you have to create (i.e. a manual that many companies have already) can also be done with these existing tools. This is a proper nothingburger for $TRI/$CLBT"  
[X Link](https://x.com/UrInsideMan/status/2018724269912437230)  2026-02-03T16:32Z [---] followers, [---] engagements


"The fact that an analyst asked $TRI what westlaw's moat is suggests they really don't understand this business"  
[X Link](https://x.com/UrInsideMan/status/2019477135048446085)  2026-02-05T18:24Z [---] followers, [---] engagements


"$TRI will likely end up my biggest position when this cycle is finished"  
[X Link](https://x.com/anyuser/status/2019478650173952223)  2026-02-05T18:30Z [---] followers, [---] engagements


"@Citrini7 $TRI will survive and thrive"  
[X Link](https://x.com/UrInsideMan/status/2019508599308054545)  2026-02-05T20:29Z [---] followers, [---] engagements


"@toiletkingcap Sounds like there will plenty of work for litigators which is bullish $TRI"  
[X Link](https://x.com/UrInsideMan/status/2019519307408110069)  2026-02-05T21:11Z [---] followers, [---] engagements


"@TheWiseIC You're very wrong. $TRI operates proprietary database that cannot be access or trained off of. Firms won't switch due to confidentiality issues/costs associated with doing so (beyond $). TRI is integrating its own legal/accounting workflow tools (so no need to risk using claude)"  
[X Link](https://x.com/UrInsideMan/status/2019835832056619120)  2026-02-06T18:09Z [---] followers, [--] engagements


"Sold $KMI here. up 15% in a very short while. Feels a bit rich at 22x earnings. Div yield nothing to write home about. Never hurts to have cash handy"  
[X Link](https://x.com/anyuser/status/2021321002903302388)  2026-02-10T20:30Z [---] followers, [--] engagements


"@bennpeifert @stevehou No phd but was def considering one until i hit the higher level classes and was like yeah math is fun but these models are useless. How can we rule out every variable that matters"  
[X Link](https://x.com/UrInsideMan/status/2021393325614669981)  2026-02-11T01:18Z [---] followers, [---] engagements


"@SandBrandyn Now i'm definitely an AI believer but this type of narrative is all too familiar"  
[X Link](https://x.com/UrInsideMan/status/2021422283634639245)  2026-02-11T03:13Z [---] followers, [--] engagements


"@Sherman_FFB I think the offenses are likely to be dooky especially compared to the offenes of swift/harvey/rham"  
[X Link](https://x.com/UrInsideMan/status/2021614788451692570)  2026-02-11T15:58Z [---] followers, [--] engagements


"@BULLReturns Also look for indicia of cost-cutting plant closures big writeoffs"  
[X Link](https://x.com/UrInsideMan/status/2021679712305594640)  2026-02-11T20:16Z [---] followers, [---] engagements


"@EdgeCGroup You're going to make me start reading Forbes. First $DIN (which i own) then $SOLS (which i own) now $SPHR (which i was sooo close to owning). Makes me wonder if I should just join The Edge at this point since we're clearly on the same wavelength"  
[X Link](https://x.com/UrInsideMan/status/2021962614960795973)  2026-02-12T15:00Z [---] followers, [--] engagements


"@Merridew__ $SPGI - 20x for a 14% s/h yield (div + buyback + org. growth). Seems like a fair price for a wonderfully oligopolistic business that will likely benefit from AI"  
[X Link](https://x.com/UrInsideMan/status/2022099966777602193)  2026-02-13T00:06Z [---] followers, [---] engagements


"@marc_slans It trades at like 60x EPS"  
[X Link](https://x.com/UrInsideMan/status/2022105731961630950)  2026-02-13T00:29Z [---] followers, [--] engagements


"Call me crazy but i really don't think $SPGI is getting unseated by anything and will leverage AI for its own benefit"  
[X Link](https://x.com/anyuser/status/2022106049688535095)  2026-02-13T00:30Z [---] followers, [--] engagements


"If your significant other "loves to travel" your bank account will be in for a world of hurt. Those tastes do not get less expensive over time"  
[X Link](https://x.com/anyuser/status/2022340758993543601)  2026-02-13T16:03Z [---] followers, [--] engagements


"Names not in my portfolio that maybe should be: $EC $SOLS $BBWI $CROX $WW. Posting now so we can ridicule how wrong I am later when i inevitably underperform due to being irrationally attached to what I presently own"  
[X Link](https://x.com/UrInsideMan/status/1993344631241949666)  2025-11-25T15:42Z [---] followers, [---] engagements


"Here's what's in the port: $WES $ET $EVC $LYB $HON $PGR $ULTA $BTI $U $RDNT $KMI $DIN $CLBT $ORR $PSKY leaps $TLT calls $SGOV (cash)"  
[X Link](https://x.com/UrInsideMan/status/1993347566667440352)  2025-11-25T15:54Z [---] followers, [---] engagements


"@DavidCoxRJ To be fair the price got way over its skis and is now very much in the realm of reasonable though not quite cheap. Some more operational improvements (margins up) and continued growth and it could look quite cheap in hindsight (roughly 20-22x FWD EPS depending on forecasts)"  
[X Link](https://x.com/UrInsideMan/status/2019807838818926971)  2026-02-06T16:18Z [---] followers, [---] engagements


"@RotoStreetWolf Why not saquon again"  
[X Link](https://x.com/UrInsideMan/status/2022111276584026541)  2026-02-13T00:51Z [---] followers, [---] engagements


"@Sleepysolcap $SPGI director bought $1m worth too"  
[X Link](https://x.com/UrInsideMan/status/2022135367315706251)  2026-02-13T02:26Z [---] followers, [--] engagements


"@david_katunaric Be careful. Theyll terminators will come for your first"  
[X Link](https://x.com/UrInsideMan/status/2022323009311101267)  2026-02-13T14:52Z [---] followers, [--] engagements


"I think this "software" basket outperforms a lot of the rest over a 1-2 year timeframe - $CLBT $SPGI $TRI"  
[X Link](https://x.com/anyuser/status/2022379514928431402)  2026-02-13T18:37Z [---] followers, [---] engagements


"@Mayhem4Markets @GoldmanSachs what a chart crime"  
[X Link](https://x.com/UrInsideMan/status/2022482704089125121)  2026-02-14T01:27Z [---] followers, [---] engagements


"@prollyballistic Adsk is per seat top iirc"  
[X Link](https://x.com/UrInsideMan/status/2012585925151183029)  2026-01-17T18:00Z [---] followers, [---] engagements


"@PathOfMen_ Jamie dimon is a company man who ascended to the top ranks. Same with legend jack welch and lots of c-suite folks"  
[X Link](https://x.com/UrInsideMan/status/2012613821831971135)  2026-01-17T19:51Z [---] followers, [--] engagements


"@SayNoToTrading I do this too. Saw lulu issues coming once they started amex deals lol"  
[X Link](https://x.com/UrInsideMan/status/2012683152565645383)  2026-01-18T00:27Z [---] followers, [---] engagements


"@taobanker You a macro guy now I'm fairly convinced there's a concerted psyop by our enemies going on social media to cause Americans to feel hopeless about everything lose faith in currency etc. Our admin isn't helping but we're kinda doing our enemies' work for them"  
[X Link](https://x.com/UrInsideMan/status/2013047513700356364)  2026-01-19T00:35Z [---] followers, [---] engagements


"@WisemanCap panic selling everything at open"  
[X Link](https://x.com/UrInsideMan/status/2013424761397821477)  2026-01-20T01:34Z [---] followers, [---] engagements


"@orrdavid have used them for inspiration (usually by way of others). Didn't realize i could just buy the fund"  
[X Link](https://x.com/UrInsideMan/status/2013980065646755848)  2026-01-21T14:20Z [---] followers, [----] engagements


"INTC = Boeing. Few"  
[X Link](https://x.com/UrInsideMan/status/2014461326207107538)  2026-01-22T22:13Z [---] followers, [--] engagements


"@taobanker LOL. Sfd Bacon/sausages/hot dogs are easy and beloved and not that expensive"  
[X Link](https://x.com/UrInsideMan/status/2014498116804718721)  2026-01-23T00:39Z [---] followers, [--] engagements


"@br_runner1 @ErnestWongBWM *buy the correct software"  
[X Link](https://x.com/UrInsideMan/status/2014710754566406290)  2026-01-23T14:44Z [---] followers, [--] engagements


"@P_Remarks Saw firms reduce licenses and opt for other (not vibe-coded) competitors even before AI. Suspect there are quite a few companies that have been using Adobe due to brand recognition/uniqueness that may not hold up going forward. Figma came for part of biz moat eroding elsewhere"  
[X Link](https://x.com/UrInsideMan/status/2014783575221031417)  2026-01-23T19:33Z [---] followers, [---] engagements


"@LootDropCapital Could it be their effort to carve out a seat at the underwriting table RH will be able to allocate some % and thus ensure liquidity. Would imagine that has value to some"  
[X Link](https://x.com/UrInsideMan/status/2014834697537274047)  2026-01-23T22:56Z [---] followers, [--] engagements


"@jkatcher74 Most ppl bought in late and are coping just like many of those late to the metals party"  
[X Link](https://x.com/UrInsideMan/status/2016384078174392616)  2026-01-28T05:33Z [---] followers, [--] engagements


"@taobanker $LYB $DIN $EVC $ET $WES. PGR at [---] was good too. I'm a boomer at heart"  
[X Link](https://x.com/UrInsideMan/status/1991642724274172132)  2025-11-20T23:00Z [---] followers, [---] engagements


"@marketplunger1 $LYB is most reasonable play. $BAK riskiest w/true multibagger potential. Gotta look at whole sector to understand the different idiosyncracies. $HUN is interesting too"  
[X Link](https://x.com/UrInsideMan/status/1993079023434420480)  2025-11-24T22:07Z [---] followers, [----] engagements


"+2% day on a LO port on a red day does hit kinda nicely (especially with LYB getting tax loss hit). I guess $ORR has some shorts"  
[X Link](https://x.com/UrInsideMan/status/1998156797404959150)  2025-12-08T22:24Z [---] followers, [---] engagements


"@KyleAdamsStocks $Evc"  
[X Link](https://x.com/UrInsideMan/status/2001904972225794420)  2025-12-19T06:38Z [---] followers, [---] engagements


"While everyone is losing their minds on silver ZSL long-dated calls (basically silver short) seem very mispriced"  
[X Link](https://x.com/UrInsideMan/status/2015842373784268991)  2026-01-26T17:40Z [---] followers, [---] engagements


"@CalebFranzen @not_twitting What's funny is I recall a similar debasement narrative taking hold in 2010-2011 when Silver last went on its squeeztastic rip"  
[X Link](https://x.com/UrInsideMan/status/2016163291635073261)  2026-01-27T14:56Z [---] followers, [---] engagements


"@atelicinvest The one that got me was the dude who claimed we got AGI b/c it booked him a reservation and obviated the need for an executive assistant (like that's all an EA does). Like man it already took [--] seconds.i'm not building an app to make it take.2 seconds"  
[X Link](https://x.com/UrInsideMan/status/2016178937261420882)  2026-01-27T15:58Z [---] followers, [---] engagements


"@blondesnmoney Now this is artisanal alpha"  
[X Link](https://x.com/UrInsideMan/status/2016194543985537316)  2026-01-27T17:00Z [---] followers, [---] engagements


"@pennyondollar suspect the recent nat gas price spike + prob weak Q4 gives you one more good entry"  
[X Link](https://x.com/UrInsideMan/status/2016199578823925995)  2026-01-27T17:20Z [---] followers, [--] engagements


"@smitchell17 I like Kendre as a last round dart throw. Kamara could still have a role and Kendre's peripherals are better than Devin Neal's. Also this team is in cap hell and has been making moves consistent with that. Expect they will draft BPA at premium positions"  
[X Link](https://x.com/UrInsideMan/status/2016212354967470140)  2026-01-27T18:10Z [---] followers, [----] engagements


"@WillManidis now this is artisanal alpha"  
[X Link](https://x.com/UrInsideMan/status/2016635033432318233)  2026-01-28T22:10Z [---] followers, [---] engagements


"@AndreasSteno I don't see how industrial silver demand doesn't drastically pivot ASAP (probably explain copper run tbh) at these prices and some projects probably don't happen. As a commodity guy buying here feels insane"  
[X Link](https://x.com/UrInsideMan/status/2016876547827712313)  2026-01-29T14:10Z [---] followers, [--] engagements


"@HighyieldHarry I wonder if this is all just cover for the fact that commodities spiking like this ensures that inflation comes back"  
[X Link](https://x.com/UrInsideMan/status/2016910888020697413)  2026-01-29T16:26Z [---] followers, [---] engagements


"@JSE_Invest prices have been improving too"  
[X Link](https://x.com/UrInsideMan/status/2017242887700783200)  2026-01-30T14:25Z [---] followers, [---] engagements


"Good rule of thumb is to pretty much ignore all "insider" activity for the major asset managers/custodians/MMs (Vanguard Blackrock JPM Citadel Jane etc.) since their "ownership" is all noise and minimal (if any) signal"  
[X Link](https://x.com/UrInsideMan/status/2017264794374422767)  2026-01-30T15:53Z [---] followers, [--] engagements


"Took an L on $U. Watched the deep mind video last night and didn't put it together until it nuked this AM. Feels like an overreaction but i'm not sure where this settles down especially given out of favor sector"  
[X Link](https://x.com/UrInsideMan/status/2017265546513789185)  2026-01-30T15:55Z [---] followers, [---] engagements


"Jeez. I thought selling at [--] felt like capitulation"  
[X Link](https://x.com/UrInsideMan/status/2017267307957903654)  2026-01-30T16:02Z [---] followers, [--] engagements


"Considering the chem exposure U slaughter and the general carnage today [-----] doesn't seem so bad (ty silver short)"  
[X Link](https://x.com/UrInsideMan/status/2017311520875528507)  2026-01-30T18:58Z [---] followers, [--] engagements


"And we're green wtf"  
[X Link](https://x.com/UrInsideMan/status/2017317790563123463)  2026-01-30T19:23Z [---] followers, [--] engagements


"@mortgagetruth Why is it economic destruction if we remove some of the distortions in the housing market Why is the Fed buying MBSs Why was ZIRP anything other than horrible policy"  
[X Link](https://x.com/UrInsideMan/status/2017373585463988320)  2026-01-30T23:05Z [---] followers, [---] engagements


"After much and forth with the CIO i successfully persuaded him to drop TLT and add $EC and $SOLS"  
[X Link](https://x.com/anyuser/status/1998519376593703288)  2025-12-09T22:25Z [---] followers, [---] engagements


"@EdgeCGroup @financedystop Bodes well for $din"  
[X Link](https://x.com/UrInsideMan/status/1999920734148407689)  2025-12-13T19:13Z [---] followers, [--] engagements


"@taobanker Buy $din. My theorys playing out. Once the slop/carryout hits a price pt (were there) sitdown places will take share again (applebees already doing it)"  
[X Link](https://x.com/UrInsideMan/status/1999921678659514760)  2025-12-13T19:17Z [---] followers, [--] engagements


"@valuedontlie $BAK"  
[X Link](https://x.com/UrInsideMan/status/2014061761545076826)  2026-01-21T19:45Z [---] followers, [---] engagements


"@taobanker INMD = no"  
[X Link](https://x.com/UrInsideMan/status/2016301214372147585)  2026-01-28T00:04Z [---] followers, [---] engagements


"@SFarringtonBKC @duediligenceguy seasonal discounting could play a role too. Conagra mentioned how its retailers do that to drive store traffic especially for holiday promos etc. Not sure how big a factor it is but probably contributes to deflationary pressures"  
[X Link](https://x.com/UrInsideMan/status/2018344541229654160)  2026-02-02T15:23Z [---] followers, [--] engagements


"@SFarringtonBKC @marketplunger1 Sure but if it blew up you know it'll take a lot of folks with it"  
[X Link](https://x.com/UrInsideMan/status/2018747751614361973)  2026-02-03T18:05Z [---] followers, [--] engagements


"@valuedrift RDVT has no hardware component as far as I can tell and is playing in a much messier/competitive sandbox. What am i missing"  
[X Link](https://x.com/UrInsideMan/status/2018772248296099860)  2026-02-03T19:43Z [---] followers, [--] engagements


"@DeepDishEnjoyer Isn't it because Saylor levered up to buy it whereas GME has been sitting on a cash pile and figured well our business isn't doing anything might as well buy some BTC"  
[X Link](https://x.com/UrInsideMan/status/2018835921152704828)  2026-02-03T23:56Z [---] followers, [----] engagements


"@ToffCap The idea that Anthropic can come for Westlaw indicates such a fundamental misunderstanding it's laughable. If TRI goes to like 10-12x EPS (with intact fundamentals) I think i'll be 100% TRI and chill"  
[X Link](https://x.com/UrInsideMan/status/2019127738351903109)  2026-02-04T19:15Z [---] followers, [---] engagements


"@LogicalThesis Was just curious. Either way looks spectacular"  
[X Link](https://x.com/UrInsideMan/status/1992796635093680183)  2025-11-24T03:25Z [---] followers, [--] engagements


"$RELY taking US share but if WU mgmt is to be believed there's ample juice to be squeezed internationally and WU's brand equity + moat is superior there even if US biz is ex-growth. Could also be a way to play prosperity of other nations (India China etc.) but not 100% sure"  
[X Link](https://x.com/UrInsideMan/status/1998618330933117318)  2025-12-10T04:58Z [---] followers, [---] engagements


"@KyleAdamsStocks @CharlieYouakim Doesnt seem that cheap for a subprime lender (bnpl). I remember signature bank getting hyped due to crazy growth too"  
[X Link](https://x.com/UrInsideMan/status/2008006483108339921)  2026-01-05T02:43Z [---] followers, [---] engagements


"@taobanker Why is it cheap I looked at this one a while ago and realized there was stuff related to medicaid/medicare that i just couldn't understand but maybe was overcomplicating it"  
[X Link](https://x.com/UrInsideMan/status/2014726906990477385)  2026-01-23T15:48Z [---] followers, [--] engagements

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