# ![@50_lovin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1233550343671250949.png) @50_lovin Variant Insight

Variant Insight posts on X about $sphr, ai, $nvda, events the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1233550343671250949/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1233550343671250949/c:line/m:interactions.svg)

- [--] Week [-----] +254%
- [--] Month [-----] +404%
- [--] Months [------] +160%
- [--] Year [------] +351%

### Mentions: [--] [#](/creator/twitter::1233550343671250949/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1233550343671250949/c:line/m:posts_active.svg)

- [--] Week [--] +140%
- [--] Month [--] +325%
- [--] Months [--] +236%
- [--] Year [--] +327%

### Followers: [-------] [#](/creator/twitter::1233550343671250949/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1233550343671250949/c:line/m:followers.svg)

- [--] Week [---] +10%
- [--] Month [---] +13%
- [--] Months [---] +19%
- [--] Year [---] +65%

### CreatorRank: [---------] [#](/creator/twitter::1233550343671250949/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1233550343671250949/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [musicians](/list/musicians)  [celebrities](/list/celebrities)  [countries](/list/countries)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$sphr](/topic/$sphr), [ai](/topic/ai), [$nvda](/topic/$nvda), [events](/topic/events), [$tsla](/topic/$tsla), [nvda](/topic/nvda), [$googl](/topic/$googl), [debt](/topic/debt), [open ai](/topic/open-ai), [gamma](/topic/gamma)

**Top accounts mentioned or mentioned by**
[@kevinlmak](/creator/undefined) [@gerberkawasaki](/creator/undefined) [@wexboyvalue](/creator/undefined) [@jbulltard1](/creator/undefined) [@gregtrendspot](/creator/undefined) [@jbbj1221](/creator/undefined) [@valerianbridge](/creator/undefined) [@dampedspring](/creator/undefined) [@uzocapital](/creator/undefined) [@perryhrod](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@blworldw](/creator/undefined) [@ecommerceshares](/creator/undefined) [@giacobocanegra](/creator/undefined) [@smallcapcompass](/creator/undefined) [@drgingerballs](/creator/undefined) [@bradmunchen](/creator/undefined) [@calvinfroedge](/creator/undefined) [@vitalvegas](/creator/undefined) [@joepompliano](/creator/undefined)

**Top assets mentioned**
[Sphere Entertainment Co. (SPHR)](/topic/$sphr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Sable Offshore Corp. (SOC)](/topic/$soc) [MAPS (MAPS)](/topic/$maps) [Caught in 4K (4K)](/topic/$4k) [Frontier (FRONT)](/topic/frontier) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Oklo Inc. (OKLO)](/topic/$oklo) [Okta Inc (OKTA)](/topic/$okta) [Exxon Mobil (XOM)](/topic/$xom) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/bitcoin) [Viant Technology Inc. (DSP)](/topic/$dsp) [Tempus AI, Inc. (TEM)](/topic/$tem) [Honeywell International Inc (HON)](/topic/honeywell) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@dampedspring $NVDA has become the new gamma squeeze de jour (replacing $TSLA which now actually moves on bad news). You'll notice the pattern many weeks strong early week (as calls get bought) and week Friday as profits get taken"  
[X Link](https://x.com/50_lovin/status/1660319494659805184)  2023-05-21T16:19Z [--] followers, [--] engagements


"@BradMunchen Comparing $TSLA to $AAPL in [----] is ridiculous. Tesla is nearly $1 Trillion market cap whereas Apple in [----] was $80B with 1/3rd of cap in cash. At current market share and size Tesla is going to struggle to grow at a consistent pace even with price cuts"  
[X Link](https://x.com/50_lovin/status/1682539399316381696)  2023-07-21T23:53Z [--] followers, [--] engagements


"@Gregtrendspot $SPHR My sentiment exactly. The free marketing from news/social media is going to be massive. The revenue will really start to ramp via outer sphere advertising special events and their original content (high margin) Should become a major Vegas attraction"  
[X Link](https://x.com/50_lovin/status/1702816040789631060)  2023-09-15T22:45Z [--] followers, [---] engagements


"@Gregtrendspot Best part once they have proven this as a concept the plan is to franchise across the world different sized Spheres. London is next up. Stock is low float any new investor interest will rocket this higher (as it did July 4th up 53% in two weeks)"  
[X Link](https://x.com/50_lovin/status/1702817281691271300)  2023-09-15T22:50Z [--] followers, [--] engagements


"@calvinfroedge How much strippers and blow is assumed in this analysis Seriously tho I live in the SF Bay Area and you can rent a nice townhome for $4k drive a nice new car + gas for $1k eat out every night for $3k cover misc for another couple $k. Can be pretty comfy with $100k"  
[X Link](https://x.com/50_lovin/status/1703430318592860666)  2023-09-17T15:26Z [--] followers, [----] engagements


"@VitalVegas $sphr By focusing only on the outer advertising potential you're missing the bigger picture - this is going to be a massive attraction for LV visitors (concerts ongoing shows) & corporate special event center (Formula [--] SuperBowl). Advertising just the gravy"  
[X Link](https://x.com/50_lovin/status/1707863477434585441)  2023-09-29T21:02Z [--] followers, [---] engagements


"@GerberKawasaki Ross do you own $SPHR Basically a pure play more big media attention coming up with Formula [--] running through the parking lot and Super Bowl takeover (advertising $$$$)"  
[X Link](https://x.com/50_lovin/status/1708162614126366930)  2023-09-30T16:51Z [--] followers, [---] engagements


"@JoePompliano Joe listened to your Podcast a while back. Do you own $SPHR Basically seems like a pure play with more big media attention coming up with Formula [--] running through the parking lot and Super Bowl takeover (advertising $$$$)"  
[X Link](https://x.com/50_lovin/status/1708180170958647428)  2023-09-30T18:01Z [--] followers, [---] engagements


"@finphysnerd $SPHR Been in since MSGE spin-off. It's going to really come down to how well their Postcard from Earth show does. Seems like the concert venue advertising and events business will be solid but need that daily high margin sales from original content to reach full potential"  
[X Link](https://x.com/50_lovin/status/1708495755462250592)  2023-10-01T14:55Z [--] followers, [---] engagements


"@TheStalwart still has to prove it can deliver with high margin original content (Postcard 🌎) But U2 reviews amazing may extend tour. Catalysts upcoming naming rights Formula1 Super Bowl Phish/H Styles and London $SPHR announcement"  
[X Link](https://x.com/50_lovin/status/1708538018699911593)  2023-10-01T17:43Z [--] followers, [---] engagements


"@TrungTPhan Would love to see a virtual Pink Floyd or Led Zeppelin show at the $SPHR ala this Abba hologram show"  
[X Link](https://x.com/50_lovin/status/1708643066121515143)  2023-10-02T00:40Z [--] followers, [---] engagements


"@VincePagano [----] seats vs 18k+ @ $SPHR.wonder which makes more economic sense for Taylor 🤔"  
[X Link](https://x.com/50_lovin/status/1708701532022333803)  2023-10-02T04:32Z [--] followers, [--] engagements


"@loneelmcapital For $SPHR to 10x from here they need to just prove out the concept as highly profitable.then expect some massive licensing deals to build smaller versions in major cities globally"  
[X Link](https://x.com/50_lovin/status/1709199062392852689)  2023-10-03T13:29Z [--] followers, [--] engagements


"@KevinLMak @jbbj1221 @uzocapital Great discussion on $SPHR. Agreed that Postcard popularity the biggest driver at this point. But think many investors missing big revenue drivers outside of residencies/postcard [--]. Advertising/Naming Rights - MSG $150-200m Sphere should easily reach $100m"  
[X Link](https://x.com/50_lovin/status/1710435548463042734)  2023-10-06T23:23Z [--] followers, [---] engagements


"@KevinLMak @jbbj1221 @uzocapital [--]. Corporate events - Formula1 and SuperBowl appear to be doing a takeover [--]. New ongoing original content - just imagine a Pink Floyd light show a few times a week. Google Abba experience which sells out [----] seats nightly. Lots of potential for new show types"  
[X Link](https://x.com/50_lovin/status/1710436851931312299)  2023-10-06T23:28Z [--] followers, [--] engagements


"@SphereVegas $SPHR was literally built for this show"  
[X Link](https://x.com/50_lovin/status/1714411658175709283)  2023-10-17T22:42Z [--] followers, [---] engagements


"@KevinLMak Great data are you just checking seat availability as of time of show I've not done this routinely but from my spot checks weekday seems to be selling roughly half of the [----] capacity. Perhaps there are big sales last minute that I'm missing"  
[X Link](https://x.com/50_lovin/status/1716926793884840384)  2023-10-24T21:17Z [--] followers, [--] engagements


"@goesbyAustin @axcilla @digidividends $700m cash should now be highly profitable moving forward. BTW debt is non-recourse to SPHR parent company attached to MSG Networks. By all measures - U2 Postcards show reviews etc. $SPHR results are tracking well ahead of launch expectations"  
[X Link](https://x.com/50_lovin/status/1718033681938567557)  2023-10-27T22:35Z [--] followers, [---] engagements


"@douglaslutin1 @KevinLMak Would have to think $SPHR a different paradigm than sports suites. In this case would imagine casino's will want these and use them to entertain high rollers. I agree that value could be 1.5-3x a typical sports venuw given the increased number of shows plus higher ticket $"  
[X Link](https://x.com/50_lovin/status/1718081798817935542)  2023-10-28T01:46Z [--] followers, [---] engagements


"@DanielSingerS @KevinLMak Should be ramping as more people become aware and add a $SPHR visit to their Vegas must see list. Elon Musk seems to think it's the greatest show on earth keep pumping Elon"  
[X Link](https://x.com/50_lovin/status/1719506688016060860)  2023-11-01T00:08Z [--] followers, [---] engagements


"@KevinLMak Excellent synopsis and why the opportunity is still potentially significant at these levels given the growth opportunity if $SPHR Vegas proves a profitable concept and they license across the world collect fees and sell content"  
[X Link](https://x.com/50_lovin/status/1719507160382775407)  2023-11-01T00:10Z [--] followers, [---] engagements


"@KevinLMak Re profitability if you model out each individual revenue channel independently it's pretty clear that operation of the $SPHR for music residency events or PCFE (original content) all highly profitable. Exterior advertising naming rights and luxury suites all high margin"  
[X Link](https://x.com/50_lovin/status/1719507873884201456)  2023-11-01T00:13Z [--] followers, [---] engagements


"@Perryhrod Agreed $SPHR is a revenue story in the short term CFO has very little impact on how this all plays out. Things seem to be falling into place for a very profitable operating model at the LV Sphere. That's the important part as it opens up interest to partner on new venues"  
[X Link](https://x.com/50_lovin/status/1720984144774303763)  2023-11-05T01:59Z [--] followers, [---] engagements


"@Wexboy_Value Think your missing the point.the LV $SPHR standalone is minting cash flow only risk is that large sg&a of their Burbank creative studio going to eat into profits. Partnering on new venues (smaller cheaper) can distribute those costs"  
[X Link](https://x.com/50_lovin/status/1721579387911565821)  2023-11-06T17:24Z [--] followers, [---] engagements


"@Wexboy_Value What do you think the avg ticket price is - $750 Concessions/souvenirs - $75 $SPHR also gets a rental fee in addition to their 10% of tickets and probably 50% of merch/concessions"  
[X Link](https://x.com/50_lovin/status/1721580390459334976)  2023-11-06T17:28Z [--] followers, [--] engagements


"@Wexboy_Value I don't agree. You're in the UK how much does it cost to see the sold out ABBA "holographic" show This is Las Vegas we are talking about where a decent seat to a mid show is $150. $sphr will be only hosting A-list concerts"  
[X Link](https://x.com/50_lovin/status/1721584015524897065)  2023-11-06T17:43Z [--] followers, [---] engagements


"@JaguarAnalytics @BLWorldW Ads are gravy but not likely to move the needle. For $SPHR to really find it's groove they need to announce several new residencies new original content and partnerships to fund the build out of new venues (license fees etc) Showing sg&a expense constraint tmrw would be🔥"  
[X Link](https://x.com/50_lovin/status/1722122852269429131)  2023-11-08T05:24Z [--] followers, [---] engagements


"@JaguarAnalytics @BLWorldW Another big move would be to somehow divest MSG Networks and their debt load. Dolan seems to be focused on $SPHR as his new shiny object so perhaps selling to MSGS or another entity is a possibility"  
[X Link](https://x.com/50_lovin/status/1722123458983977349)  2023-11-08T05:26Z [--] followers, [---] engagements


"@jbbj1221 @Wexboy_Value You've really got a woody for $SPHR 😂 Gotta admit that results for U2 and Postcard have been BTE thus far. Maybe you should give the concept a year to see how it plays out before calling it's demise"  
[X Link](https://x.com/50_lovin/status/1722127238982942905)  2023-11-08T05:41Z [--] followers, [---] engagements


"@smargach @BoyarValue Scary but you're probably right. Dolan a loose cannon for sure but at least we know $SPHR is his baby and he'll be focused on making this a smashing success"  
[X Link](https://x.com/50_lovin/status/1722252722651668489)  2023-11-08T14:00Z [--] followers, [---] engagements


"@KevinLMak Given the $SPHR analysts all have bearish estimates on margins and $24 price targets not much room for downside news on that front"  
[X Link](https://x.com/50_lovin/status/1722288921277829620)  2023-11-08T16:24Z [--] followers, [---] engagements


"@KevinLMak Dolan alluded to "high amount of interest" in partnerships for future Sphere projects. Would have to think that may bring additional sell side coverage to $SPHR potentially more favorable if the banks are vying for financing the projects"  
[X Link](https://x.com/50_lovin/status/1722289412573433969)  2023-11-08T16:26Z [--] followers, [---] engagements


"@LasVegasLocally $SPHR Seems pretty low during events like F1 or Superbowl. That may be the takeover rate for a regular day. Could not see them giving up popular dates where they can make more with Postcard from Earth or a concert"  
[X Link](https://x.com/50_lovin/status/1722422250245337226)  2023-11-09T01:14Z [--] followers, [---] engagements


"@marketmonkpicks While I agree on your general take for those type of trade thesis you might want to dig a little deeper re $SPHR.CFO just couldn't handle Dolan ego. But operationally they are killing it and are already profitable big news catalysts over next several months. Last qtr = 2days"  
[X Link](https://x.com/50_lovin/status/1722752884738347503)  2023-11-09T23:07Z [--] followers, [---] engagements


"@KevinLMak Excellent work. Looking forward to seeing Wall Street numbers begin to creep up (with $SPHR shr price) as Q4 wraps up. Will be interesting to see if they update models or just wait for guidance to move"  
[X Link](https://x.com/50_lovin/status/1729392194023473198)  2023-11-28T06:50Z [--] followers, [---] engagements


"@GerberKawasaki $SPHR Only [--] phish shows leads me to believe that this is just to fill in the gap and they are close to landing a longer terms residency beginning summer [----] - Harry Styles Beyonce or the Eagles for a 30+ show tour. I'm sure Phish will be back again at some point"  
[X Link](https://x.com/50_lovin/status/1730283097739162070)  2023-11-30T17:50Z [--] followers, [---] engagements


"@APompliano If this is anything like advanced AI chips they will be selling a ton of these to Singapore (ahem China)🤦🏻♂"  
[X Link](https://x.com/50_lovin/status/1730675065711419849)  2023-12-01T19:47Z [--] followers, [--] engagements


"@marketeuphoria Would expect the math for residencies to only improve they paid up to get U2 for the launch. If they get Harry Styles Eagles or Beyonce expect same avg ticket prices with better take rate for $SPHR. Given the rave reviews of venue they now hold the leverage"  
[X Link](https://x.com/50_lovin/status/1732075010070806739)  2023-12-05T16:30Z [--] followers, [---] engagements


"@ValerianBridge @GerberKawasaki Check your math again per today's sec filing the $SPHR segment is already profitable for this quarter"  
[X Link](https://x.com/50_lovin/status/1732075801041051938)  2023-12-05T16:33Z [--] followers, [---] engagements


"@ValerianBridge @GerberKawasaki Not sure where you're getting your numbers.this quarter is the first $SPHR has been open for business and has exceeded all expectations for sales and as of today has stated they will be profitable. There is no "decline" in earnings. Whatever website you are using is far off"  
[X Link](https://x.com/50_lovin/status/1732088418715435502)  2023-12-05T17:23Z [---] followers, [---] engagements


"@ValerianBridge @GerberKawasaki $sphr was spun out of MSGE so perhaps they are using those numbers. Wherever thosw figures are coming from they are 100% wrong"  
[X Link](https://x.com/50_lovin/status/1732089570509062598)  2023-12-05T17:28Z [--] followers, [---] engagements


"@TravisHoium Cash flow positive already"  
[X Link](https://x.com/50_lovin/status/1732122953616400463)  2023-12-05T19:41Z [--] followers, [--] engagements


"@KevinLMak While I was definitely bullish on food/merch revenues that seems insane. I do think U2 merch could possibly be very high given novelty of the $SPHR venue concert goers wanting an overpriced shirt/poster/etc to memorialize. But $245 They must be missing somethinggoal seeking"  
[X Link](https://x.com/50_lovin/status/1732991486663467022)  2023-12-08T05:12Z [--] followers, [---] engagements


"@Gregtrendspot 💯 massive mistake U2 tickets already on Groupon and $SPHR losing millions per show 🤡"  
[X Link](https://x.com/50_lovin/status/1739460090410012847)  2023-12-26T01:36Z [--] followers, [---] engagements


"@JRogrow Re $NVDA growth. All the hyperscaler/start-up spending on GPUs when taken independently is very rational behavior-everyone thinks they have a shot at winning untenable to not be part of the AI race. But ultimately it's a race most will lose cut spending. This is an arms race"  
[X Link](https://x.com/50_lovin/status/1761795718120083472)  2024-02-25T16:50Z [--] followers, [---] engagements


"@dampedspring Honestlyit's all a house of cards stacked on Bill Hwang-like big fish (+retail piggyback) gaming the options of anything momo for the gamma squeeze.Seriouslyin a sane/rational world $NVDA reversal last week would mean something. NOPE. [--] days of selling and then boomerang back"  
[X Link](https://x.com/50_lovin/status/1767766615838662908)  2024-03-13T04:16Z [--] followers, [--] engagements


"@htsfhickey"  
[X Link](https://x.com/50_lovin/status/1801238075471011864)  2024-06-13T12:59Z [--] followers, [---] engagements


"@amitisinvesting Ryan Cohen / Roaring Kitty in cahoots Hows this for a theory - Cohen lends DFV the money to pump $GME so they can do a secondary at high level then moves on for same playbook with $CHWY"  
[X Link](https://x.com/50_lovin/status/1807876996694958275)  2024-07-01T20:40Z [--] followers, [---] engagements


"@jbulltard1 Actually GM/Cruise even bests $TSLA in that category despite dragging a pedestrian for 20ft in SF. https://techcrunch.com/2024/06/11/gm-gives-cruise-850m-lifeline-as-it-relaunches-robotaxis-in-houston/ https://techcrunch.com/2024/06/11/gm-gives-cruise-850m-lifeline-as-it-relaunches-robotaxis-in-houston/"  
[X Link](https://x.com/50_lovin/status/1815941637396390037)  2024-07-24T02:46Z [--] followers, [---] engagements


"@jbulltard1 Theyve hitched their AI future to one horse (OpenAI) which is going to continue requiring more investmentand is beginning to look like just another first mover that ultimately loses to better cos (AnthropicGoogleetc) better tech (small/private models) or commoditization"  
[X Link](https://x.com/50_lovin/status/1858197954282266689)  2024-11-17T17:18Z [--] followers, [----] engagements


"@TheBostonView Ill take the under. Scaling gpu roi is not looking good and massive breakthroughs last [--] mos in small teams building frontier models without nvda at fraction of cost. If they even get to $7 25x is as good as it gets given inevitable rev / margin drop-off"  
[X Link](https://x.com/50_lovin/status/1867409471389241384)  2024-12-13T03:21Z [--] followers, [--] engagements


"@schaudenfraud Long $SOC ; Short $QUBT For $10B Long $BIDU ; Short $PLTR"  
[X Link](https://x.com/50_lovin/status/1874329054293484031)  2025-01-01T05:37Z [--] followers, [---] engagements


"@thexcapitalist Big believer & think $GOOG ultimately wins the AI war with best models best suite of existing products to offer agentic AI to the masses. BUT I cant invest given extreme disruption coming to search business. Might be willing to buy when its gets hit on declining search revs"  
[X Link](https://x.com/50_lovin/status/1875744735354310756)  2025-01-05T03:22Z [--] followers, [--] engagements


"@jbulltard1 No worries sure will be added to the new sovereign wealth fund core holding"  
[X Link](https://x.com/50_lovin/status/1886499608748286093)  2025-02-03T19:38Z [--] followers, [--] engagements


"@jbulltard1 Ultimately $GOOGL will be much lower once realization that ads business will be in maaaive decline due to AI. If not for that Id be backing up the truck they have some amazing business lines just not sig enough to offset ads losses"  
[X Link](https://x.com/50_lovin/status/1887337433030926756)  2025-02-06T03:08Z [--] followers, [--] engagements


"@LogicalThesis Good thesis but Ill take the other side. [----] PE ratio [--] vs 24x now. The ZIRP era actually supports the higher PE (then) whereas now there is some competition from mm and fixed income. Agree with you on SPACs being crazy but we were close again with $OKLO $HIMS $PLTRetc"  
[X Link](https://x.com/50_lovin/status/1899635850809630917)  2025-03-12T01:37Z [--] followers, [---] engagements


"@ZaStocks Thank you $OKTA for the opportunity to short once again next time down to single digits 🙏"  
[X Link](https://x.com/50_lovin/status/1904322697032867867)  2025-03-25T00:01Z [--] followers, [---] engagements


"@GoKnightsMan @blondesnmoney Absolutely tomorrow may answer a couple questions but the uncertainty around tariff policy not going away and business spending and consumer confidence will continue to grind lower"  
[X Link](https://x.com/50_lovin/status/1907187360368054319)  2025-04-01T21:44Z [--] followers, [--] engagements


"@garyHeff Not seeing your point. Asset is worthless to $XOM if failure to restart is due to CA legal obstruction. "Sellers need to promptly pursue other option with respect to the Assets" is moot under those conditions as no other buyers would touch"  
[X Link](https://x.com/50_lovin/status/1929989514619170854)  2025-06-03T19:52Z [---] followers, [---] engagements


"@salmaogs It's all about $CRCL. Based on holdings from yesterdays close it should be up only 5%"  
[X Link](https://x.com/50_lovin/status/1931014542005621207)  2025-06-06T15:45Z [---] followers, [---] engagements


"@JasonStrom84409 Appreciate all your work on $SOC Jason. Rough week. Any ideas around the additional costs for transporting oil via tankers until the legal mess sorted out Or are there other barriers logistically or legally which make that option untenable"  
[X Link](https://x.com/50_lovin/status/1933694556601798810)  2025-06-14T01:14Z [---] followers, [----] engagements


"@econ_713 Should be poor end to the week delevering into the weekendor perhaps retail will load up on $CRCL weekly calls and well hang in there 🤦🏻♂"  
[X Link](https://x.com/50_lovin/status/1935795414407823760)  2025-06-19T20:22Z [---] followers, [---] engagements


"@KevinLMak Appreciate your articles and ideas. I could see early on your models for $SPHR went well beyond the analysts down to the small but significant details like avg beverage sales at shows. Numbers have been spot on and Im with you on the big upside catalysts still ahead"  
[X Link](https://x.com/50_lovin/status/1948614703078670449)  2025-07-25T05:22Z [---] followers, [---] engagements


"@ChrisCamillo False.somebody show where $MSFT owns 35% of OpenAi as implied OpenAi is structured as a Not for Profit currently Microsoft is entitled to 49% of Profits capped at 10x their $13B investment. If anything MSFT stands to now lose business as OAI moves their business to Oracle"  
[X Link](https://x.com/50_lovin/status/1966619339299115220)  2025-09-12T21:46Z [---] followers, [--] engagements


"@Degen_CPA @TheAgentTed The edge is big arbitrage opportunities by placing a prediction market bet then hedging against that loss for 1/3rd of the bet. Good example now the Bitcoin $150k- bet no and hedge for an easy 20% return in [--] months worst case break even"  
[X Link](https://x.com/50_lovin/status/1966909291354615893)  2025-09-13T16:58Z [---] followers, [---] engagements


"@SullyOmarr This only works when top line revenue growth all that matters circular deals juice everyones top line. But things comes crumbling down when margins and earnings become a thing"  
[X Link](https://x.com/50_lovin/status/1970200715672068486)  2025-09-22T18:57Z [---] followers, [---] engagements


"@Citrini7 No doubt a massive amount of build out in the works. But already we have pretty strong AI adoption. Sure it will grow and become more ubiquitous and use more inference but can someone explain where this 100x-1000x or more compute will be needed in a couple years"  
[X Link](https://x.com/50_lovin/status/1972420176370176111)  2025-09-28T21:56Z [---] followers, [----] engagements


"@1allenzhou @ecommerceshares Google MUST destroy OpenAI to preserve its search monopoly so expect Gemini to be basically free and if recent trends continue will surpass them on the tech as well"  
[X Link](https://x.com/50_lovin/status/1978527672285159546)  2025-10-15T18:25Z [---] followers, [---] engagements


"@saxena_puru Dont you mean $FUBAR"  
[X Link](https://x.com/50_lovin/status/1336160075346370560)  2020-12-08T04:06Z [---] followers, [--] engagements


"@jeffseibert @Wayne @digits Beautiful product (and website) FYI.spelling error on technology page "Propietary Vendor Database""  
[X Link](https://x.com/50_lovin/status/1418016686716846082)  2021-07-22T01:14Z [---] followers, [--] engagements


"@Crussian17 If you like cash plays check out $OTMO $NNDM $DSP .mind blown"  
[X Link](https://x.com/50_lovin/status/1608330208234582017)  2022-12-29T05:12Z [---] followers, [---] engagements


"@EricBalchunas Could be a real bdass and go contrarian with $SARK or $TSLQ. Best opp for a multi-bagger long $SOC. Dont think too many longs will be up in [--] months"  
[X Link](https://x.com/50_lovin/status/1893898145035165715)  2025-02-24T05:37Z [---] followers, [---] engagements


"@axelroark Curious as to where you see capitulation I saw two failed rallies lows of day at close. AAPL is your tell. As long as you see investors just rotating to safety in a MAG7 we have a long way to go. After hours the momo names $HIMS $TEM down big again as well"  
[X Link](https://x.com/50_lovin/status/1894214822763417771)  2025-02-25T02:36Z [--] followers, [---] engagements


"@middlecenturion @CultureCrave Seriously off the mark. They have net $200m debt its basically paid for. For [----] $SPHR LV alone will generate $900B in revenues and cash flows $150m & a 2nd Sphere in Abu Dhabi will be paid for & churn more cash once built. Steal here at $2.5B ev $55"  
[X Link](https://x.com/50_lovin/status/1965941955361394824)  2025-09-11T00:54Z [---] followers, [---] engagements


"@DeepSailCapital The crazy part about this quantum bubble is that Quantinuum (54% owned by Honeywell) just raised at. $10B valuation.yet they are the legit leader outside of Google IBM and expected revs for [----] are $2B"  
[X Link](https://x.com/50_lovin/status/1977901460961861719)  2025-10-14T00:57Z [---] followers, [----] engagements


"@BethnalBoy @ecommerceshares If they were the only game in town makes sense. Problem is Gemini overtaking them in performance as well as able to operate with TPUs and fund growth. Also China Meta Xai Anthropic. AI going to be a commodity low pricing power and fragmented"  
[X Link](https://x.com/50_lovin/status/1978527048437268963)  2025-10-15T18:23Z [---] followers, [---] engagements


"@RihardJarc @dorse054 Fairly obvious that Jensen $NVDA are using an Allocation leverage strategy or tie-in allocation policy using scarcity of next-gen products to compel customers to take full current allocations (even if oversupplied). Pretty similar to a couple wine clubs I'm in haha"  
[X Link](https://x.com/50_lovin/status/1984637239117431239)  2025-11-01T15:02Z [---] followers, [---] engagements


"@RhoRider Think the more likely canary moment will be either a down round for OpenAI (or worse inability to raise $Bs) or a Meta/Oracle pulling back on spend due to concerns about ROI. Think we may be closer to one of those (or similar vibes) happening than most think"  
[X Link](https://x.com/50_lovin/status/1985168118118048176)  2025-11-03T02:12Z [---] followers, [--] engagements


"@TMTLongShort Margins will also erode TPU/Trainium and Chinese GPUs will drive lower prices. If AI anything less than the 2nd coming reckoning is gonna be 70% for NVDA and 40%+ for market"  
[X Link](https://x.com/50_lovin/status/1986288519967613212)  2025-11-06T04:24Z [---] followers, [---] engagements


"@andyrosenbaum @AndrewYang At current mortgage rates (6%+) a 50yr barely dents the mortgage payment vs a 30yr. If affordability of payments is buyers top concern already solutions for that via ARM interest only buy downs. So realistically this doesnt move the needle. Only much lower rates or prices"  
[X Link](https://x.com/50_lovin/status/1987585428162228632)  2025-11-09T18:17Z [---] followers, [--] engagements


"@BeenThereCap Would think it deserves a lower than [--] mNAV given debt payment overhang in [----] and the lower the ratio the more likely a default or Saylor breaks all promises and sells off some BTC"  
[X Link](https://x.com/50_lovin/status/1988735131155382597)  2025-11-12T22:26Z [---] followers, [--] engagements


"@JimJame74888138 They seem elevated due to expectation of $Nvda print AH still exercisable"  
[X Link](https://x.com/50_lovin/status/1990975100431315358)  2025-11-19T02:47Z [---] followers, [---] engagements


"@SouthernValue95 One word $LION"  
[X Link](https://x.com/50_lovin/status/1997209726875324527)  2025-12-06T07:41Z [---] followers, [--] engagements


"@GiacoBocanegra Have to be very careful in timing short/puts given the perpetual Musk family office weekly call gamma squeeze. Never be short going into Monday usually when option buying explodes"  
[X Link](https://x.com/50_lovin/status/2000998818574426614)  2025-12-16T18:37Z [---] followers, [--] engagements


"@GiacoBocanegra Until the cult stops buying hard to see weakness (especially with Musk Family Office well-timed gamma squeezing). Perhaps showing a loss will make create some worry and set off a viscious cycle"  
[X Link](https://x.com/50_lovin/status/2004778108558475475)  2025-12-27T04:55Z [---] followers, [--] engagements


"@ContrarianCurse Waiting for the Kalshi openAI vs Anthropic bet to materialize"  
[X Link](https://x.com/50_lovin/status/2010917663774794091)  2026-01-13T03:31Z [---] followers, [---] engagements


"@TradingThomas3 Inverse to MU/SNDK - their gain is $AAPL pain"  
[X Link](https://x.com/50_lovin/status/2012636301430825233)  2026-01-17T21:21Z [---] followers, [--] engagements


"@conservcacao @KevinLMak The true leverage is in their proprietary shows (WOZ U2 Experience From the Edge etc.) where they build once and can subsequently sell at all $SPHR venues with high margins"  
[X Link](https://x.com/50_lovin/status/2013337997979287611)  2026-01-19T19:49Z [---] followers, [--] engagements


"@DVATW @BillAckman Polymarket says not yet"  
[X Link](https://x.com/50_lovin/status/2015187086807314446)  2026-01-24T22:16Z [---] followers, [--] engagements


"@HF_Trader While were at it can we get rid of all moltbot BSwhat a freakin waste of energy to have LLM bots spewing words back and forth"  
[X Link](https://x.com/50_lovin/status/2017817750123717115)  2026-02-01T04:30Z [---] followers, [--] engagements


"@holdyourwinners @bgurley @rohanpaul_ai The key difference is network effect and monopolies which is how the MAG7 (less TSLA) arrived here today.AI is a commodity. This will be more like mobile networks of the early 2000s"  
[X Link](https://x.com/50_lovin/status/2019989435832758670)  2026-02-07T04:19Z [---] followers, [--] engagements


"@Midnight_Captl Wow color me shocked they can 10x their revenue by selling dollars for [--] cents.but can they actually ever turn a profit"  
[X Link](https://x.com/VariantInsight/status/2022507980949012587)  2026-02-14T03:07Z [---] followers, [---] engagements


"@Perryhrod @KevinLMak Are you referring to $VICI (Venetian) or is there some other deal with $LVS I am not aware of If it's VICI I did a pretty deep analysis and the profit sharing would be at best 5-7 years out and per Kevin that means the $SPHR is firing on all cylinders. Also N/A to Dubaietc"  
[X Link](https://x.com/50_lovin/status/1984639379030360288)  2025-11-01T15:11Z [---] followers, [--] engagements


"@SmallCapCompass $MAPS feeling a bit manipulated lately But not dissuading me from adding"  
[X Link](https://x.com/VariantInsight/status/2017704257974325412)  2026-01-31T20:59Z [---] followers, [---] engagements


"@SmallCapCompass Think $maps is getting sold on small cap software weakness indiscriminately. Opportunity here is you have some patience"  
[X Link](https://x.com/VariantInsight/status/2018774361906541019)  2026-02-03T19:51Z [---] followers, [---] engagements


"@beffjezos 👏 nuanced but important point - if us models ultimately try to price for ROI may drive business to open source (China)"  
[X Link](https://x.com/VariantInsight/status/2022518168246534468)  2026-02-14T03:48Z [---] followers, [--] engagements


"@cryptopunk7213 Perfect hedge long $AMZN short $WMT"  
[X Link](https://x.com/VariantInsight/status/2022504851717189707)  2026-02-14T02:55Z [---] followers, [---] engagements


"@Dr_Gingerballs 💯 exactly so what happens if-and-when AI becomes the standard for all new content and knowledge.model progress stagnates as the training data for any future improvement hits a wall. Game over"  
[X Link](https://x.com/VariantInsight/status/2022552186245583051)  2026-02-14T06:03Z [---] followers, [---] engagements


"@GavinZJL @Dr_Gingerballs So much economic value in playing games"  
[X Link](https://x.com/VariantInsight/status/2022552485169373295)  2026-02-14T06:04Z [---] followers, [--] engagements


"Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high"  
[X Link](https://x.com/anyuser/status/2022028142630801786)  2026-02-12T19:20Z 203K followers, 1.8M engagements


"Cant lose pair trade - Long $TLT ($88.50) short $XLP ($88.90) and $QQQ ($608)"  
[X Link](https://x.com/anyuser/status/2021977283318415735)  2026-02-12T15:58Z [---] followers, [--] engagements


"AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are worried about a competing AI product / service that hasnt even been created yet. What are we doing here people https://twitter.com/i/web/status/2021688149487804572 https://twitter.com/i/web/status/2021688149487804572"  
[X Link](https://x.com/anyuser/status/2021688149487804572)  2026-02-11T20:49Z [----] followers, 129.6K engagements


"Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung Sk Hynix $MU HBF - $SNDK Kioxia Base Die - $TSM Samsung (internal) CPO/photonics; Glass Substrate: $GLW $INTC Ibiden Optical: $LITE $AVGO $COHR $MRVL Power Delivery: Volatage: $MPWR $VICR Thermal: $VRT $NVT $MOD Grid: $ETN $SBGSY SiC/GaN: $ON $IFNNY Rack: $APH N2 Volume: $TSM $AMD (First mover dc) $QLCM Mediatek $NVDA Advanced Packaging: Yield: $CAMT $ONTO $KLAC OSATs: $AMKR $BESIY Disco Semivision's summary: [--]. "advanced packaging capacity and yield control" [--]. "HBM ecosystem"  
[X Link](https://x.com/anyuser/status/2020088575203721520)  2026-02-07T10:53Z 57.5K followers, 215.6K engagements


"Not any new info but good overview of $SPHR bull case and given the low investor interest may be a positive ST catalyst https://www.barrons.com/articles/buy-sphere-entertainment-stock-price-pick-7b5ebc15 https://www.barrons.com/articles/buy-sphere-entertainment-stock-price-pick-7b5ebc15"  
[X Link](https://x.com/anyuser/status/1921003475808256355)  2025-05-10T00:44Z [---] followers, [---] engagements


"I feel like it's [----] in that I'm [--] my phone is a BlackBerry I'm heading to AMC with my pals and will pass GameStop and Express on my way through the mall also I'm currently living with my parents"  
[X Link](https://x.com/anyuser/status/1354509624297353217)  2021-01-27T19:20Z 113K followers, [---] engagements


"The WSB manifesto. https://www.reddit.com/r/wallstreetbets/comments/l1u036/wsb_gets_emotional_on_mad_money/utm_source=share&utm_medium=mweb https://www.reddit.com/r/wallstreetbets/comments/l1u036/wsb_gets_emotional_on_mad_money/utm_source=share&utm_medium=mweb"  
[X Link](https://x.com/anyuser/status/1352909778746568706)  2021-01-23T09:23Z 79.5K followers, [--] engagements


"why did today feel so familiar"  
[X Link](https://x.com/anyuser/status/1354287701109911552)  2021-01-27T04:38Z 198.1K followers, [----] engagements


"165000 $TSLA $700 call contracts traded TODAY for options that expire TOMORROW. Those underlying shares represent approximately 50% of an entire day's volume. Additionally [-----] 695s traded [-----] 690s [-----] 685s and [-----] 680s. Another day's volume. ALL EXPIRING TOMORROW"  
[X Link](https://x.com/anyuser/status/1344491973546303490)  2020-12-31T03:54Z 44.3K followers, [---] engagements

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