# ![@VoltPortfolio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1394546463322017794.png) @VoltPortfolio volt

volt posts on X about $dash, xiaomi, $cmg, $aapl the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1394546463322017794/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394546463322017794/c:line/m:interactions.svg)

- [--] Week [------] +41%
- [--] Month [------] +473%
- [--] Months [------] +82%
- [--] Year [------] +384%

### Mentions: [--] [#](/creator/twitter::1394546463322017794/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394546463322017794/c:line/m:posts_active.svg)

- [--] Month [--] +50%
- [--] Months [---] +40%
- [--] Year [---] +234%

### Followers: [---] [#](/creator/twitter::1394546463322017794/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394546463322017794/c:line/m:followers.svg)

- [--] Week [---] +0.37%
- [--] Month [---] +1.90%
- [--] Months [---] +7.20%
- [--] Year [---] +65%

### CreatorRank: [---------] [#](/creator/twitter::1394546463322017794/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1394546463322017794/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$dash](/topic/$dash), [xiaomi](/topic/xiaomi), [$cmg](/topic/$cmg), [$aapl](/topic/$aapl), [$orcl](/topic/$orcl), [$app](/topic/$app), [$oxy](/topic/$oxy), [$pags](/topic/$pags), [$celh](/topic/$celh), [$gold](/topic/$gold)

**Top accounts mentioned or mentioned by**
[@0xmerridew](/creator/undefined) [@nopeitslily](/creator/undefined) [@taobanker](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@nickwoolos](/creator/undefined) [@deitaone](/creator/undefined) [@secgov](/creator/undefined) [@wallstengine](/creator/undefined) [@merridew](/creator/undefined) [@stevehouf](/creator/undefined) [@kiwicarrotcake](/creator/undefined) [@joeriwestland](/creator/undefined) [@tbu12345678](/creator/undefined) [@carlquintanilla](/creator/undefined) [@romanspqr](/creator/undefined) [@philoinvestor](/creator/undefined) [@blacklioncta](/creator/undefined) [@aesilberman](/creator/undefined) [@acapitallp](/creator/undefined) [@citrini7](/creator/undefined)

**Top assets mentioned**
[Dash (DASH)](/topic/$dash) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [AppLovin Corporation (APP)](/topic/$app) [Oxygen (OXY)](/topic/$oxy) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Wing Finance (WING)](/topic/$wing) [Bostrom (BOOT)](/topic/$boot) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Zscaler Inc (ZS)](/topic/$zs) [Starbucks Corporation (SBUX)](/topic/$sbux) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Coupang, Inc.  (CPNG)](/topic/$cpng) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Wormhole (W)](/topic/$w) [Metadium (META)](/topic/$meta) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [monday.com Ltd. (MNDY)](/topic/$mndy) [Roblox Corp. (RBLX)](/topic/$rblx) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Ozon Holdings PLC (OZON)](/topic/$ozon) [Toast, Inc. (TOST)](/topic/$tost) [Trade Desk, Inc. (TTD)](/topic/$ttd) [GM (GM)](/topic/$gm) [Decentral Games (DG)](/topic/$dg) [On Holding AG (ONON)](/topic/$onon) [Nike Inc (NKE)](/topic/$nke) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [BABB (BAX)](/topic/$bax) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Alibaba Group (BABA)](/topic/$baba) [First Solar, Inc. (FSLR)](/topic/$fslr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Helium IOT (IOT)](/topic/$iot) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Central African Republic Meme (CAR)](/topic/$car) [CBRE Group Inc (CBRE)](/topic/$cbre) [CAVA Group, Inc. (CAVA)](/topic/$cava) [aelf (ELF)](/topic/$elf) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Leslie's, Inc. (LESL)](/topic/$lesl) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Centene Corp (CNC)](/topic/$cnc) [Wall Street Memes (WSM)](/topic/$wsm) [Kenvue Inc. (KVUE)](/topic/$kvue) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Merit Circle (MC)](/topic/$mc) [Spotify Technology (SPOT)](/topic/$spot) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Dell Technologies, Inc. (DELL)](/topic/dell) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Celanese Corporation (CE)](/topic/$ce) [DoorDash Inc. (DASH)](/topic/doordash) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Advance Auto Parts, Inc. (AAP)](/topic/$aap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sold $JD for 8% profit bought more xiaomi $3CP $XIACY $1810.HK"  
[X Link](https://x.com/VoltPortfolio/status/1430817281907507202)  2021-08-26T08:59Z [---] followers, [--] engagements


"Biggest longs: $ATVI Livestock ETF $CPNG $TTE (TotalEnergies) $EXL (Exasol) Gold $3CP (xiaomi) Biggest shorts: $CMG $CELH $LVMH $TSLA $DASH https://voltport.wordpress.com/2022/08/11/portfolio-allocation-and-performance-as-of-aug-11th-2022/ https://voltport.wordpress.com/2022/08/11/portfolio-allocation-and-performance-as-of-aug-11th-2022/"  
[X Link](https://x.com/VoltPortfolio/status/1557871263410003969)  2022-08-11T23:27Z [---] followers, [--] engagements


"$ATVI $DASH $GAZP $EXL Exasol Xiaomi #stocks $PLNT $AAPL $OZON $YNDX #gold https://voltport.wordpress.com/2022/09/23/markets-in-turmoil-porftolio-allocation-and-performance-as-of-sep-23rd-2022/ https://voltport.wordpress.com/2022/09/23/markets-in-turmoil-porftolio-allocation-and-performance-as-of-sep-23rd-2022/"  
[X Link](https://x.com/VoltPortfolio/status/1573414323556433923)  2022-09-23T20:49Z [---] followers, [--] engagements


"@lisaabramowicz1 Defensives as in $NVDA and $MSFT 🤔"  
[X Link](https://x.com/VoltPortfolio/status/1661033186191704064)  2023-05-23T15:35Z [---] followers, [--] engagements


"They say generals get shot last $NVDA $AAPL $ORCL"  
[X Link](https://x.com/VoltPortfolio/status/1661769163960983554)  2023-05-25T16:20Z [---] followers, [---] engagements


"Shorted a bit of $W $SMAR $ON Considering cutting my $META long a bit"  
[X Link](https://x.com/VoltPortfolio/status/1663540267679629313)  2023-05-30T13:38Z [---] followers, [---] engagements


"$ATVI #Exasol #Xiaomi $GOLD $OZON $CMG $CELH $DASH $LVMH $HRMS $RMS #Hermes https://voltport.wordpress.com/2023/06/01/portfolio-allocation-as-of-june-1st-2023/ https://voltport.wordpress.com/2023/06/01/portfolio-allocation-as-of-june-1st-2023/"  
[X Link](https://x.com/VoltPortfolio/status/1664230517108097025)  2023-06-01T11:20Z [---] followers, [---] engagements


"$ORCL at 300B market cap sure why not"  
[X Link](https://x.com/VoltPortfolio/status/1668291073020395520)  2023-06-12T16:16Z [---] followers, [--] engagements


"$ORCL upgrades not a single sell here @RemindMe_OfThis in [--] years"  
[X Link](https://x.com/VoltPortfolio/status/1668596540330450946)  2023-06-13T12:29Z [---] followers, [--] engagements


"Starting to build a short position on $LULU at [------] I think September onward will be downhill for them once student loan payments resume"  
[X Link](https://x.com/VoltPortfolio/status/1669699089611517952)  2023-06-16T13:30Z [---] followers, [--] engagements


"Sold some $META at 284.8"  
[X Link](https://x.com/VoltPortfolio/status/1669699631641423872)  2023-06-16T13:33Z [---] followers, [--] engagements


"@TihoBrkan Wonderful quality business doesn't cut it when valuation is too high though. One would probably call $CSCO and $IBM wonderful quality back then (and it may have been true even)"  
[X Link](https://x.com/VoltPortfolio/status/1670416461502791680)  2023-06-18T13:01Z [---] followers, [---] engagements


"@stevehouf It's completely ignoring the debt and government deficit situation Because of that we either get a recession or USD devaluation this could take time to play out though. Slow bleed very likely"  
[X Link](https://x.com/VoltPortfolio/status/1671478697558155264)  2023-06-21T11:22Z [---] followers, [--] engagements


"Covered my small $FOUR short for 10% profit"  
[X Link](https://x.com/VoltPortfolio/status/1673690483069968385)  2023-06-27T13:51Z [---] followers, [---] engagements


"@NoNazisValhalla @stevehouf So in your opinion how will the debt/deficits be handled if it's neither printing nor increased taxes Or you believe it's something that can just keep balooning forever with no consequence and if that is the case why wasnt that practice implemented all along"  
[X Link](https://x.com/VoltPortfolio/status/1673737916793667584)  2023-06-27T16:59Z [---] followers, [--] engagements


"@CrusoniaC Same could be argued about $META $MSFT almost any big tech company really"  
[X Link](https://x.com/VoltPortfolio/status/1674379256548274177)  2023-06-29T11:29Z [---] followers, [--] engagements


"@fkronawitter1 I can't read german but can you share some data From what I see here: VW group topped EV sales in Europe so "noone wants" doesnt sound right to me"  
[X Link](https://x.com/VoltPortfolio/status/1678681025029844992)  2023-07-11T08:34Z [---] followers, [--] engagements


"@mnskymoment Just [--] mega cap names + some other hyped stocks like $MDB carrying the whole index higher"  
[X Link](https://x.com/VoltPortfolio/status/1681579064434229248)  2023-07-19T08:17Z [---] followers, [--] engagements


"@carlquintanilla What do $NVDA earnings have to do with other tech companies completely different market. Does $AAPL benefit from an AI frenzy GPU data center boom (that may or may not last long) I don't think so"  
[X Link](https://x.com/VoltPortfolio/status/1694661099856028123)  2023-08-24T10:41Z [---] followers, [---] engagements


"@MnkeDaniel Still fast charging is great for when you forget to charge or when travelling. There's $300 androids that charge 50% in less than [--] minutes And after high refresh rates screen are so much smoother"  
[X Link](https://x.com/VoltPortfolio/status/1702217556881256758)  2023-09-14T07:07Z [---] followers, [--] engagements


"Covered a bit of LVMH but remaining short"  
[X Link](https://x.com/VoltPortfolio/status/1712003547804454960)  2023-10-11T07:13Z [---] followers, [---] engagements


"@GregCrennan well yeah cause doing the math has not been beneficial for predicting $TSLA price action for a long time in fact it got you burnt"  
[X Link](https://x.com/VoltPortfolio/status/1715242523264778499)  2023-10-20T05:44Z [---] followers, [--] engagements


"Xiaomi $GOLD $OZON $BABA Exasol $EXL $CELH $CMG LVMH $MC Hermes $RMS https://voltport.wordpress.com/2023/10/20/portfolio-allocation-as-of-oct-20th-2023/ https://voltport.wordpress.com/2023/10/20/portfolio-allocation-as-of-oct-20th-2023/"  
[X Link](https://x.com/VoltPortfolio/status/1715244157759869108)  2023-10-20T05:50Z [---] followers, [---] engagements


"Took profits on the small shorts on $TXN $TOST and part of the $FSLR short"  
[X Link](https://x.com/VoltPortfolio/status/1717970501958570006)  2023-10-27T18:24Z [---] followers, [---] engagements


"Bought $PYPL ($52.5) $ZM ($59.2) $CVX ($146.2) long this week Small amounts on all 3"  
[X Link](https://x.com/VoltPortfolio/status/1717976307709911248)  2023-10-27T18:47Z [---] followers, [---] engagements


"Covered a few shares of $FSLR short at 136"  
[X Link](https://x.com/VoltPortfolio/status/1718994322253570152)  2023-10-30T14:12Z [---] followers, [--] engagements


"Yet another nonsense pump those who buy into it will regret it I think. Unfortunately I'm also stuck paying interest on margin while waiting it out"  
[X Link](https://x.com/VoltPortfolio/status/1719842301957074968)  2023-11-01T22:22Z [---] followers, [--] engagements


"@investor_420 @hkuppy @Teutoburg1 @kevinmuir @alifarhat79 In this case the Ruble should be the 2nd/3rd strongest currency too"  
[X Link](https://x.com/VoltPortfolio/status/1720112568147099992)  2023-11-02T16:16Z [---] followers, [--] engagements


"Shorted a bit of $GTLB at [--] $CRWD at [---] The absolute state of this market"  
[X Link](https://x.com/VoltPortfolio/status/1724437253471044033)  2023-11-14T14:40Z [---] followers, [--] engagements


"Seeing $BMY drop today makes me see how huge the divergence of $LLY price action is from the rest of the sector. Is such a huge difference warranted Time will tell"  
[X Link](https://x.com/VoltPortfolio/status/1726668069135892674)  2023-11-20T18:25Z [---] followers, [---] engagements


"@LeoNelissen No worries let's bid up stocks"  
[X Link](https://x.com/VoltPortfolio/status/1727603542238634383)  2023-11-23T08:22Z [---] followers, [--] engagements


"@LONGCONVEXITY Meanwhile the optimism in EU markets is remarkable scratching my head here"  
[X Link](https://x.com/VoltPortfolio/status/1727698928651391387)  2023-11-23T14:41Z [---] followers, [--] engagements


"@Chariot_Invest You would have bought GE and IBM in [----] as proven great businesses too by that logic though"  
[X Link](https://x.com/VoltPortfolio/status/1729227367632302256)  2023-11-27T19:55Z [---] followers, [---] engagements


"Powell: 'Premature' to conclude Fed rate hikes are over or 'speculate' when cuts could begin Market participants: Let's ignore him and bid everything"  
[X Link](https://x.com/VoltPortfolio/status/1730641876288487522)  2023-12-01T17:35Z [---] followers, [--] engagements


"Irrational exuberance once again #Xiaomi $GOLD $GLD #Exasol $PAGS $CPNG $BABA $OZON $ORCL $DASH $CELH $CMG $WING"  
[X Link](https://x.com/VoltPortfolio/status/1730914966666870877)  2023-12-02T11:41Z [---] followers, [---] engagements


"Took profits on part of my $SPOT long Bought July OTM puts on $UBER $IOT $COOP"  
[X Link](https://x.com/VoltPortfolio/status/1731687180714541154)  2023-12-04T14:49Z [---] followers, [---] engagements


"@kiwicarrotcake Doing my best to not get carried away by market action and instead pay attention to actual earnings. $LULU I don't know how it was green today $RH weak results too"  
[X Link](https://x.com/VoltPortfolio/status/1733387970697146817)  2023-12-09T07:27Z [---] followers, [--] engagements


"Could the recent rally on $DASH have been due to front-running these news"  
[X Link](https://x.com/VoltPortfolio/status/1734173192703340747)  2023-12-11T11:28Z [---] followers, [--] engagements


"@DisruptorStocks @kakashiii111 If anything $META $GOOGL has the lowest China exposure their products are mostly blocked there"  
[X Link](https://x.com/VoltPortfolio/status/1736744082892804607)  2023-12-18T13:43Z [---] followers, [--] engagements


"@InvestRoiss Slack tableau"  
[X Link](https://x.com/VoltPortfolio/status/1736887841479619065)  2023-12-18T23:15Z [---] followers, [---] engagements


"@DeItaone I wonder what price target they had when $PLUG was trading for [----] or [--] per share"  
[X Link](https://x.com/VoltPortfolio/status/1737111972129435882)  2023-12-19T14:05Z [---] followers, [---] engagements


"I've been buying puts lately most expiries between June [----] and January [----] Added to $DASH Jan '25 [--] strike and $UBER Sep '24 [----] strike"  
[X Link](https://x.com/VoltPortfolio/status/1737122557982126291)  2023-12-19T14:47Z [---] followers, [--] engagements


"Keeping this for when they cut the target once the stock goes down $CMG"  
[X Link](https://x.com/VoltPortfolio/status/1737425150264398251)  2023-12-20T10:50Z [---] followers, [---] engagements


"I see a lot of this from semi bulls lately They are buying at what I think is the peak of the cycle of a cyclical industry and especially looking at the P/E at this stage can lead to some very bad ideas Let's see if it's different this time $AMAT $AMAT is an interesting investment. Wide moat high market share high profit margins great leadership and a growing market. Their moat is wide: barriers to entry switching costs and they co-develop their machines with foundries to support their processes. They have a https://t.co/yxA3xlNNrv $AMAT is an interesting investment. Wide moat high market"  
[X Link](https://x.com/VoltPortfolio/status/1737450268822732971)  2023-12-20T12:29Z [---] followers, [---] engagements


"@RomanSPQR Both UBER and DASH are more or less commoditized products - basically every country has their own version(s) of the app and most people just use the cheapest ones so there is no moat Catalyst - consumer spending weakening growth slows markets wake up to what's priced in now"  
[X Link](https://x.com/VoltPortfolio/status/1737529372850913403)  2023-12-20T17:44Z [---] followers, [--] engagements


"@RomanSPQR I see what you are saying but winner takes most only happens by undercutting the moment one tries to raise margins competition reappears that's what I believe what market cap does it deserve if margins stay at these levels"  
[X Link](https://x.com/VoltPortfolio/status/1737531173465722914)  2023-12-20T17:51Z [---] followers, [--] engagements


"@PaulAndreola Most tech companies are already mid cap by the time they IPO these days The phase you describe is seed/series A if we are talking tech"  
[X Link](https://x.com/VoltPortfolio/status/1737562767182180839)  2023-12-20T19:57Z [---] followers, [--] engagements


"Morgan Stanley upgrades a ton of trash today including but not limited to: WING W LULU CMG DKS"  
[X Link](https://x.com/VoltPortfolio/status/1747270810908451202)  2024-01-16T14:53Z [---] followers, [--] engagements


"@NicoGladia @philoinvestor The Greek stock market is up 150% since the [----] bottom but down 75% since the [----] top so even in a turnaround it won't be that easy to find the right entry point"  
[X Link](https://x.com/anyuser/status/1747898557066039602)  2024-01-18T08:27Z [--] followers, [--] engagements


"Well markets got to ATH now let's see if the quarterly earnings are gonna sober things up a bit"  
[X Link](https://x.com/VoltPortfolio/status/1748473131482697816)  2024-01-19T22:30Z [---] followers, [--] engagements


"$DASH $DHER"  
[X Link](https://x.com/VoltPortfolio/status/1750547055829749972)  2024-01-25T15:51Z [---] followers, [----] engagements


"Portfolio allocation as of Jan 28th 2024: #Xiaomi $LVMH $MC $RMS #Hermes $PAGS $WING $DASH $GOLD $CMG $ORCL $AAPL"  
[X Link](https://x.com/VoltPortfolio/status/1751553582145425434)  2024-01-28T10:31Z [---] followers, [---] engagements


"@carlquintanilla @washingtonpost @davidjlynch It remains to be seen if record debt and deficits without near zero rates really is a position of strength"  
[X Link](https://x.com/VoltPortfolio/status/1751674069844451667)  2024-01-28T18:30Z [---] followers, [---] engagements


"A bit of a long shot but there is a chance $AAPL is releasing the vision pro on the same day as their quarterly earnings report to divert attention from financial results"  
[X Link](https://x.com/VoltPortfolio/status/1752974808675938432)  2024-02-01T08:38Z [---] followers, [--] engagements


"Added to $DKS (151) $LULU (458.5) $ANF (104) shorts here"  
[X Link](https://x.com/VoltPortfolio/status/1753066618178121996)  2024-02-01T14:43Z [---] followers, [---] engagements


"Shorting $BASE $ZS $CRWD (small amounts on each)"  
[X Link](https://x.com/VoltPortfolio/status/1753433697926230236)  2024-02-02T15:02Z [---] followers, [--] engagements


"$CMG just not allowed to drop ever more expensive than tech more expensive than almost anything really"  
[X Link](https://x.com/VoltPortfolio/status/1753441968305193401)  2024-02-02T15:35Z [---] followers, [--] engagements


"Went long Brent Long JPY short USD Short 10year treasuries Basically weaker dollar but I could be wrong"  
[X Link](https://x.com/VoltPortfolio/status/1753457549435711541)  2024-02-02T16:37Z [---] followers, [--] engagements


"Another day when $CMG does not trade with peers despite $MCD results"  
[X Link](https://x.com/VoltPortfolio/status/1754517104978505833)  2024-02-05T14:47Z [---] followers, [---] engagements


"@Schuldensuehner I mean. I couldn't name an Austrian company off the top of my head. I looked at the components and the only one I recognized was Raiffeisen Bank So doesn't seem to be culture just huge companies just aren't there"  
[X Link](https://x.com/VoltPortfolio/status/1755862404771066178)  2024-02-09T07:53Z [---] followers, [----] engagements


"$RMS Hermes In the medium-term despite the economic geopolitical and monetary uncertainties around the world the group confirms an ambitious goal for revenue growth at constant exchange rates. Just "growth" isn't enough when trading at these multiples. Staying short"  
[X Link](https://x.com/VoltPortfolio/status/1755871496335917200)  2024-02-09T08:29Z [---] followers, [---] engagements


"@Nine9_Tailed @agnostoxxx Depends what you mean to zero and for who. Even russian stocks haven't gone to zero but you aren't able to trade them depending on your residency Now even in that worst case scenario it's not easy to sanction China like Russia given that it's the world's biggest manufacturer"  
[X Link](https://x.com/VoltPortfolio/status/1756237785093022084)  2024-02-10T08:44Z [---] followers, [--] engagements


"just another day I guess some funds really love $CMG and want to show quarterly gains but until when $CMG just not allowed to drop ever more expensive than tech more expensive than almost anything really https://t.co/h7asEWFaum $CMG just not allowed to drop ever more expensive than tech more expensive than almost anything really https://t.co/h7asEWFaum"  
[X Link](https://x.com/VoltPortfolio/status/1757436804284711057)  2024-02-13T16:09Z [---] followers, [---] engagements


"Hmmm $CAR at [-----] now unfortunately I covered too early cause other pumps were pressuring me $CAR trading at [---] per share really This isn't worth [---] $CAR trading at [---] per share really This isn't worth 100"  
[X Link](https://x.com/VoltPortfolio/status/1757440776491970606)  2024-02-13T16:25Z [---] followers, [---] engagements


"Potential bubbles spending on F1 sponsorships in hopes to boost sales and keep growth hopes for their expensive stock: $PLTR $CELH on Ferrari $CRWD on Petronas on Mercedes Are there more"  
[X Link](https://x.com/VoltPortfolio/status/1757442191826288827)  2024-02-13T16:30Z [---] followers, [---] engagements


"@kiwicarrotcake Long running tradition in the sector $UBER $DASH"  
[X Link](https://x.com/VoltPortfolio/status/1757530843814166899)  2024-02-13T22:23Z [---] followers, [--] engagements


"$KLAC post earnings dip disappeared. wow"  
[X Link](https://x.com/VoltPortfolio/status/1757792710075781553)  2024-02-14T15:43Z [---] followers, [--] engagements


"$WING keeps trading in its not so natural way One would hope SEC would take a look into such activity but"  
[X Link](https://x.com/VoltPortfolio/status/1758118576387404141)  2024-02-15T13:18Z [---] followers, [--] engagements


"$CBRE long dated OTM puts seem interesting here"  
[X Link](https://x.com/VoltPortfolio/status/1758156406195114384)  2024-02-15T15:48Z [---] followers, [--] engagements


"Really $DASH flat AH and $TTD up 20% on these earnings"  
[X Link](https://x.com/VoltPortfolio/status/1758238152722919492)  2024-02-15T21:13Z [---] followers, [---] engagements


"@stevehouf I don't think most Europeans know spotify is European"  
[X Link](https://x.com/VoltPortfolio/status/1760311613242954159)  2024-02-21T14:32Z [---] followers, [--] engagements


"Lol ok. on what some MS upgrade I don't see any material news $DASH"  
[X Link](https://x.com/VoltPortfolio/status/1760674024454242617)  2024-02-22T14:32Z [---] followers, [--] engagements


"$JACK 1.7B revenues 1.4B market cap $WING 0.5B revenues 9.8B market cap sure the growth is different but come on. some games being played on $WING stock for sure"  
[X Link](https://x.com/VoltPortfolio/status/1760690703250952525)  2024-02-22T15:39Z [---] followers, [---] engagements


"$CAR: A financially engineered short squeeze via buybacks (Jan 1st [----] - [---] per share) Similar (not identical) is going on in names like $WING today and it's allowed by the regulators @SECGov"  
[X Link](https://x.com/VoltPortfolio/status/1760992341211390179)  2024-02-23T11:37Z [---] followers, [--] engagements


"Sure if your whole plan is never ending debt you are at risk and want the whole union to bear the weight even if it means currency devaluation Not being ironic - what Portugal is suggesting IS actually in their own self interest so it makes sense for them. But as a whole Portugal Sees Risk In Keeping ECB Interest Rates High Urges Cut - BBG https://t.co/YhGZH0gFok Portugal Sees Risk In Keeping ECB Interest Rates High Urges Cut - BBG https://t.co/YhGZH0gFok"  
[X Link](https://x.com/VoltPortfolio/status/1763299441610523061)  2024-02-29T20:25Z [---] followers, [--] engagements


"So yall are gonna buy $DASH at 50B market cap again huh"  
[X Link](https://x.com/VoltPortfolio/status/1763576678456979598)  2024-03-01T14:47Z [---] followers, [--] engagements


""As investors crowd into high-quality stocks to reduce risk we believe quality is currently one of the most expensive and riskiest sectors of the market""  
[X Link](https://x.com/VoltPortfolio/status/1763636635705467172)  2024-03-01T18:45Z [---] followers, [--] engagements


"Yeah something is off here $ANF $URBN $AEO $GPS"  
[X Link](https://x.com/VoltPortfolio/status/1765145532513628401)  2024-03-05T22:41Z [---] followers, [---] engagements


"Nothing new here $CMG Another day when $CMG does not trade with peers despite $MCD results https://t.co/M07wDrs5cF Another day when $CMG does not trade with peers despite $MCD results https://t.co/M07wDrs5cF"  
[X Link](https://x.com/VoltPortfolio/status/1768290523444400229)  2024-03-14T14:58Z [---] followers, [--] engagements


"@RahulSetty_ A weight loss plan with some added supplements for $80 I don't see anything to be excited about $WW isn't doing too great"  
[X Link](https://x.com/VoltPortfolio/status/1771590658374942976)  2024-03-23T17:31Z [---] followers, [---] engagements


"restaurant traffic $CMG $WING $CAVA Lamb Weston CEO: "As a result of the new enterprise resource planning (ERP) transitions impact and soft near-term restaurant traffic trends we have reduced our annual sales and earnings guidance for the year" $LW: -11.5% Pre-Market https://t.co/M99V1RmHsY Lamb Weston CEO: "As a result of the new enterprise resource planning (ERP) transitions impact and soft near-term restaurant traffic trends we have reduced our annual sales and earnings guidance for the year" $LW: -11.5% Pre-Market https://t.co/M99V1RmHsY"  
[X Link](https://x.com/VoltPortfolio/status/1775909123323838821)  2024-04-04T15:31Z [---] followers, [---] engagements


"@nope_its_lily You just mad you aren't on a card"  
[X Link](https://x.com/VoltPortfolio/status/1777478251364938207)  2024-04-08T23:26Z [---] followers, [--] engagements


"@paulcerro @sykeone Well I gave you examples with 1+ year of service and you didn't like the countries cause they are "3rd world and dictatorships" problem is these are the ONLY examples in existence + Isreal that is in constant state of war so. there aren't any other examples to convince you"  
[X Link](https://x.com/VoltPortfolio/status/1779924388508262574)  2024-04-15T17:26Z [---] followers, [--] engagements


"@BluthCapital $AMZN of all places. go on Blind and see how many people actually want to work there (if they have the option of similar pay elsewhere)"  
[X Link](https://x.com/VoltPortfolio/status/1780759757436907706)  2024-04-18T00:46Z [---] followers, [--] engagements


"Sold my small $MELI long for 20% profit"  
[X Link](https://x.com/VoltPortfolio/status/1786417943787524163)  2024-05-03T15:30Z [---] followers, [--] engagements


"$UPST short at [----] ahead of earnings they announced layoffs which makes me think earnings won't be good"  
[X Link](https://x.com/VoltPortfolio/status/1786426453283819754)  2024-05-03T16:03Z [---] followers, [---] engagements


"Starting a small short position on $QCOM at [---] After taking over the budget segment MediaTek seems poised to take over the mid range too undercutting Snapdragon https://www.counterpointresearch.com/insights/infographic-q2-2023-semiconductors-foundry-and-smartphoneap-share/ https://www.counterpointresearch.com/insights/infographic-q2-2023-semiconductors-foundry-and-smartphoneap-share/"  
[X Link](https://x.com/VoltPortfolio/status/1788210241357660295)  2024-05-08T14:11Z [---] followers, [---] engagements


"Bought $TOST Jan '25 [--] strike puts"  
[X Link](https://x.com/VoltPortfolio/status/1788212489055813698)  2024-05-08T14:20Z [---] followers, [---] engagements


"@Dillon_Valdez In general I don't disagree but $GM is somehow still doing just fine (which surprised me)"  
[X Link](https://x.com/VoltPortfolio/status/1789018129764323509)  2024-05-10T19:42Z [---] followers, [---] engagements


"Can't extend more on the short side here but if I could $DELL $QCOM both seem like good candidates"  
[X Link](https://x.com/VoltPortfolio/status/1790827032462414330)  2024-05-15T19:30Z [---] followers, [--] engagements


"@BlacklionCTA Hungary is both irrelevant and an EU country that does not want to adopt the Euro to be able to weaken their currency whenever convenient though"  
[X Link](https://x.com/VoltPortfolio/status/1792928668513194348)  2024-05-21T14:41Z [---] followers, [--] engagements


"Added a bit current average is [-----] $QCOM Starting a small short position on $QCOM at [---] After taking over the budget segment MediaTek seems poised to take over the mid range too undercutting Snapdragon https://t.co/0NbW294us1 Starting a small short position on $QCOM at [---] After taking over the budget segment MediaTek seems poised to take over the mid range too undercutting Snapdragon https://t.co/0NbW294us1"  
[X Link](https://x.com/VoltPortfolio/status/1795508822489887046)  2024-05-28T17:33Z [---] followers, [--] engagements


"@Tintincapital What about debt"  
[X Link](https://x.com/VoltPortfolio/status/1813914237825056830)  2024-07-18T12:30Z [---] followers, [----] engagements


"Shorted a bit of $RUN [-----] $FND [--] $DHI 175.4"  
[X Link](https://x.com/VoltPortfolio/status/1813987763982655982)  2024-07-18T17:22Z [---] followers, [---] engagements


"Covered $QCOM at [---] for a small profit Added a bit current average is [-----] $QCOM Added a bit current average is [-----] $QCOM"  
[X Link](https://x.com/VoltPortfolio/status/1816473412879175727)  2024-07-25T13:59Z [---] followers, [--] engagements


"Added to $LW long still small position [----] average Covered the small $RCL short for 7% profit Shorted a bit of $NOW [---] $CBRE 105"  
[X Link](https://x.com/VoltPortfolio/status/1816474310875533502)  2024-07-25T14:03Z [---] followers, [---] engagements


"Have covered all of these except for a small amount of $CRWD at this point Shorting $BASE $ZS $CRWD (small amounts on each) Shorting $BASE $ZS $CRWD (small amounts on each)"  
[X Link](https://x.com/VoltPortfolio/status/1819378887815508177)  2024-08-02T14:25Z [---] followers, [--] engagements


"Added a bit to $OXY long current average is [----] Shorted a bit of $AAPL at 221"  
[X Link](https://x.com/VoltPortfolio/status/1819379825917706550)  2024-08-02T14:28Z [---] followers, [--] engagements


"Taking profits on JPY long $DELL $CRWD shorts/puts"  
[X Link](https://x.com/VoltPortfolio/status/1820455961812705429)  2024-08-05T13:44Z [---] followers, [---] engagements


"Long $NTR [--] $VRN [----] $GOLD [-----] Short $BOOT 130"  
[X Link](https://x.com/VoltPortfolio/status/1821566467491447281)  2024-08-08T15:17Z [---] followers, [---] engagements


"Added a bit to $IOT short at [-----] current average is 32.5"  
[X Link](https://x.com/VoltPortfolio/status/1821596863537291618)  2024-08-08T17:18Z [---] followers, [--] engagements


"Long $DG at [--] Short $HD at [---] $AAPL at [---] All small amounts"  
[X Link](https://x.com/VoltPortfolio/status/1829167410605437371)  2024-08-29T14:41Z [---] followers, [--] engagements


"I'm having a hard time believing [----] bps in interest rates will fix that #Housing US Pending Home Sales Gauge Drops to Lowest on Record - Bloomberg https://t.co/KZBQAWwRgE https://t.co/3vmvtD6nxV #Housing US Pending Home Sales Gauge Drops to Lowest on Record - Bloomberg https://t.co/KZBQAWwRgE https://t.co/3vmvtD6nxV"  
[X Link](https://x.com/VoltPortfolio/status/1829170642580902329)  2024-08-29T14:54Z [---] followers, [--] engagements


"Adding a tiny bit to $OXY long at 55.6"  
[X Link](https://x.com/VoltPortfolio/status/1831019957951598746)  2024-09-03T17:22Z [---] followers, [---] engagements


"Added to $OXY (58.6 avg) $DG (87.2 avg) longs started $DLTR long (66.7 avg)"  
[X Link](https://x.com/VoltPortfolio/status/1831397502706426257)  2024-09-04T18:22Z [---] followers, [---] engagements


"$PLTR running on SP500 inclusion Another expensive name passive index holders will end up bagholding imo"  
[X Link](https://x.com/VoltPortfolio/status/1833209701586374961)  2024-09-09T18:23Z [---] followers, [---] engagements


"Even $ORCL is trading super expensive now (152 after hours 418B mc) My guess is first consumer spending slows in turn companies cut / slow cloud spending and similar then this bubble bursts"  
[X Link](https://x.com/VoltPortfolio/status/1833240995783192679)  2024-09-09T20:28Z [---] followers, [--] engagements


"Global consumer spending is slowing. This is visible on lack of growth in global brands like $NKE $SBUX $AAPL US consumer not yet see US only brands like $BOOT. But the days are numbered for them to catch up"  
[X Link](https://x.com/VoltPortfolio/status/1833248614899982397)  2024-09-09T20:58Z [---] followers, [---] engagements


"Added a bit to $BOOT short at [---] current avg is 120.5"  
[X Link](https://x.com/VoltPortfolio/status/1833528349215641637)  2024-09-10T15:29Z [---] followers, [--] engagements


"Added a bit to $OXY long at [----] current average is 57"  
[X Link](https://x.com/VoltPortfolio/status/1833529531631865928)  2024-09-10T15:34Z [---] followers, [--] engagements


"Is everyone going to keep chasing the same names still Is the whole market just a momentum trade gimmick Bought January [----] $ORCL puts [---] strike"  
[X Link](https://x.com/VoltPortfolio/status/1834237806266245323)  2024-09-12T14:29Z [---] followers, [--] engagements


"@Stonefoxcapital Probably need it for acquisitions to create a "growth" narrative for the stock $SNOW"  
[X Link](https://x.com/VoltPortfolio/status/1838312397146116141)  2024-09-23T20:20Z [---] followers, [---] engagements


"Added to $OXY long current average is 55.4"  
[X Link](https://x.com/VoltPortfolio/status/1839296509831164147)  2024-09-26T13:30Z [---] followers, [---] engagements


"@fundiescapital Buffet has probably unloaded all his $AAPL by now and it is still at all time highs"  
[X Link](https://x.com/VoltPortfolio/status/1840845650365464851)  2024-09-30T20:06Z [---] followers, [--] engagements


"@NickWoolos But how long can it last in the face of reality See Stellantis and Aston Martin drop today on profit warnings"  
[X Link](https://x.com/VoltPortfolio/status/1840855080657940779)  2024-09-30T20:43Z [---] followers, [--] engagements


"@NickWoolos This is just an example of who warned today. Same will happen to many other companies take $NKE $DG $DLTR instead if it has to be a US co. Point is I think earnings will put an abrupt stop to the Momo esp on consumer names"  
[X Link](https://x.com/VoltPortfolio/status/1840856372147057115)  2024-09-30T20:48Z [---] followers, [----] engagements


"@aesilberman @NickWoolos Can't agree there's more examples - $LULU $SBUX $ABNB off the top of my head I can see a trend in discretionary spending under pressure"  
[X Link](https://x.com/VoltPortfolio/status/1840859082775020017)  2024-09-30T20:59Z [---] followers, [---] engagements


"@NickWoolos @aesilberman In some names yes but lots still trading high and I expect them to catch up - $BOOT $ANF $ONON $DECK and many more - not to mention home related names $POOL $HD $FND"  
[X Link](https://x.com/VoltPortfolio/status/1840859831311167740)  2024-09-30T21:02Z [---] followers, [---] engagements


"@RealEJAntoni Well the boom in asset prices (both homes and stocks / 401k) helped a lot of people retire - if the unemployment rate (%) for native born Americans hasn't risen that's the most likely explanation"  
[X Link](https://x.com/VoltPortfolio/status/1842278992918786326)  2024-10-04T19:01Z [---] followers, [---] engagements


"lmao that's why it was down -7% today I guess. some people knew $APLD @SECGov $APLD - Applied Digital files to sell 49.38M shares of common stock for holders https://t.co/jKxM0oju8P $APLD - Applied Digital files to sell 49.38M shares of common stock for holders https://t.co/jKxM0oju8P"  
[X Link](https://x.com/VoltPortfolio/status/1842321903941190034)  2024-10-04T21:52Z [---] followers, [---] engagements


"$DASH 60b market cap really"  
[X Link](https://x.com/VoltPortfolio/status/1844734659218821283)  2024-10-11T13:39Z [---] followers, [--] engagements


"Considering getting back into $PAGS long here"  
[X Link](https://x.com/VoltPortfolio/status/1846300919832760557)  2024-10-15T21:23Z [---] followers, [---] engagements


"Discretionary slowdown is slow but visible things like restaurants or $NFLX not yet affected but sunglasses handbags clothes are Slowly for now. but it doesn't take much for this to worsen given the labor market will get worse (rate hikes have lagged effects)"  
[X Link](https://x.com/VoltPortfolio/status/1847079574632333545)  2024-10-18T00:57Z [---] followers, [--] engagements


"See: LVMH EssilorLuxotica $NKE $LULU $ELF $ULTA and more"  
[X Link](https://x.com/VoltPortfolio/status/1847080034588049459)  2024-10-18T00:59Z [---] followers, [---] engagements


"Adding a bit to oil longs here $OXY [--] avg $VRN [--] avg"  
[X Link](https://x.com/VoltPortfolio/status/1847281541598126131)  2024-10-18T14:20Z [---] followers, [---] engagements


"@ACapitalLP @OddDiligence @richtrades100 No yandex the business was sold by Yandex NV parent (now $NBIS) and it trades as yandex on MOEX"  
[X Link](https://x.com/VoltPortfolio/status/1848393258998677726)  2024-10-21T15:57Z [---] followers, [---] engagements


"$SBUX should be down at least 5% (barely down -1% rn) It seems hedge funds a putting a floor to it to tame fears in order to unload later. Considering long dated puts here although haven't bought any yet Starbucks $SBUX Preannouncement - Oooph 4Q: Total comp sales -7% vs -3.5% est US comp sales -6% vs -2.8% est China comp sales -14% vs -11% est Rev $9.1B vs $9.4B est EPS $0.80 vs $1.03 est Guidance to be suspended for FY'25 Starbucks $SBUX Preannouncement - Oooph 4Q: Total comp sales -7% vs -3.5% est US comp sales -6% vs -2.8% est China comp sales -14% vs -11% est Rev $9.1B vs $9.4B est EPS"  
[X Link](https://x.com/VoltPortfolio/status/1849100643085980125)  2024-10-23T14:48Z [---] followers, [---] engagements


"$APP short Jan [----] calls [---] strike [----] premium insane"  
[X Link](https://x.com/VoltPortfolio/status/1849103675509080195)  2024-10-23T15:00Z [---] followers, [--] engagements


"Bought $SBUX Jan [--] [--] strike puts $SBUX should be down at least 5% (barely down -1% rn) It seems hedge funds a putting a floor to it to tame fears in order to unload later. Considering long dated puts here although haven't bought any yet $SBUX should be down at least 5% (barely down -1% rn) It seems hedge funds a putting a floor to it to tame fears in order to unload later. Considering long dated puts here although haven't bought any yet"  
[X Link](https://x.com/VoltPortfolio/status/1849106388317827459)  2024-10-23T15:11Z [---] followers, [--] engagements


"Commercial real estate is in shambles but $CBRE is not feeling any pressure - printing record profits and stock is at an all time high Obviously I'm missing something and prob should stay away from the sector altogether"  
[X Link](https://x.com/VoltPortfolio/status/1849464138755457312)  2024-10-24T14:53Z [---] followers, [--] engagements


"Wish I could add to $MNDY short here but with all the trash pumping I can't add more risk"  
[X Link](https://x.com/VoltPortfolio/status/1849563020789248127)  2024-10-24T21:26Z [---] followers, [--] engagements


"Only thing holding this facade up is wild us gov spending Rest of the world is showing signs of slowdown that's why more international companies like $nke $sbux $lvmh are feeling pressure already but US focused names arent"  
[X Link](https://x.com/VoltPortfolio/status/1849593329635283159)  2024-10-24T23:26Z [---] followers, [---] engagements


"$APP same old story Almost every $SPY inclusion has been front ran recently $PLTR $DECK come to mind"  
[X Link](https://x.com/VoltPortfolio/status/1861465296592048212)  2024-11-26T17:41Z [---] followers, [---] engagements


"@Globalflows Meanwhile Chipotle Cava doing great still (and their stock even more so way ahead of themselves)"  
[X Link](https://x.com/VoltPortfolio/status/1864915987901935803)  2024-12-06T06:13Z [---] followers, [--] engagements


"Sold some xiaomi added to $PAGS $STNE longs"  
[X Link](https://x.com/VoltPortfolio/status/1869475567730659544)  2024-12-18T20:11Z [---] followers, [---] engagements


"@pdamodaran @bindureddy Point is it's not really a question of lower salaries in big tech. That happens but mostly at Infosys and similar consultancies. I think a level playing field is good but if US doesn't want them EU should step up and get much needed talent would be good"  
[X Link](https://x.com/VoltPortfolio/status/1872620332756193380)  2024-12-27T12:27Z [---] followers, [--] engagements


"Added to $PAGS and $STNE longs today. Current average is [----] and [----] respectively"  
[X Link](https://x.com/VoltPortfolio/status/1873843325494845947)  2024-12-30T21:27Z [---] followers, [---] engagements


"$RMS $MC hmmm"  
[X Link](https://x.com/VoltPortfolio/status/1876237826603528580)  2025-01-06T12:02Z [---] followers, [--] engagements


"@BrianTycangco Somehow Xiaomi is down more than the companies on the actual list I wonder if there are any other news"  
[X Link](https://x.com/VoltPortfolio/status/1876498219020300511)  2025-01-07T05:16Z [---] followers, [---] engagements


"bought $W $BIRK $SBUX long dated OTM puts here"  
[X Link](https://x.com/VoltPortfolio/status/1881728900281385096)  2025-01-21T15:41Z [---] followers, [--] engagements


"@nope_its_lily But NY is not always est sometimes it's edt so technically I think est never takes daylight saving into account"  
[X Link](https://x.com/VoltPortfolio/status/1883159780476555279)  2025-01-25T14:27Z [---] followers, [---] engagements


"Short $gwre $it $crwd $rbrk all in small amounts"  
[X Link](https://x.com/VoltPortfolio/status/1884276812576158133)  2025-01-28T16:26Z [---] followers, [--] engagements


"Added a bit to $OXY long avg is 52.4"  
[X Link](https://x.com/VoltPortfolio/status/1885354788029612297)  2025-01-31T15:49Z [---] followers, [---] engagements


"Long $LW $CE small positions for now"  
[X Link](https://x.com/VoltPortfolio/status/1895494524019126276)  2025-02-28T15:21Z [---] followers, [--] engagements


"Added a bit to $OXY long at 46"  
[X Link](https://x.com/VoltPortfolio/status/1896665783562096756)  2025-03-03T20:55Z [---] followers, [---] engagements


"Covered the small $RBRK short for 20% profit Added a bit to $OXY long current average is 51.12"  
[X Link](https://x.com/VoltPortfolio/status/1896955188864487833)  2025-03-04T16:05Z [---] followers, [---] engagements


"Someone is leaking the $SPY inclusions every single time its too coincidental that every name before being announced for inclusion is up 30-40% and then the news comes out - see $DECK $PLTR now $DASH etc"  
[X Link](https://x.com/VoltPortfolio/status/1898308702844686832)  2025-03-08T09:43Z [---] followers, [---] engagements


"Adding a little to $NKE here given im short $DECK $ONON $DKS"  
[X Link](https://x.com/VoltPortfolio/status/1903080004138762415)  2025-03-21T13:43Z [---] followers, [---] engagements


"Covered a bit of $TTD Added a bit to $GOLD Barrick long Considering adding a bit to $NKE long as well and reducing other consumer name shorts here"  
[X Link](https://x.com/VoltPortfolio/status/1907803516304826709)  2025-04-03T14:32Z [---] followers, [---] engagements


"Covered a bit of $BOOT short Added a bit to $CE $NKE longs"  
[X Link](https://x.com/VoltPortfolio/status/1907805847377375610)  2025-04-03T14:42Z [---] followers, [---] engagements


"Tariffs correction allocation Apr 5th [----] L: #Xiaomi #Glencore $GOLD $OXY $PFE $KTCC $LESL S: $AAPL $APP $ONON $BIRK $ANF $W $DASH $CAVA $CMG https://voltport.wordpress.com/2025/04/05/tariffs-correction-allocation-apr-5th-2025/ https://voltport.wordpress.com/2025/04/05/tariffs-correction-allocation-apr-5th-2025/"  
[X Link](https://x.com/VoltPortfolio/status/1908402582713676210)  2025-04-05T06:13Z [---] followers, [---] engagements


"Normalizing a bit since $ANF Yeah something is off here $ANF $URBN $AEO $GPS https://t.co/kwB8qfFTW7 Yeah something is off here $ANF $URBN $AEO $GPS https://t.co/kwB8qfFTW7"  
[X Link](https://x.com/VoltPortfolio/status/1908508030896857107)  2025-04-05T13:12Z [---] followers, [--] engagements


"Took some profits on $AAPL June [---] puts added a little to $OXY long - current average is 49.3"  
[X Link](https://x.com/VoltPortfolio/status/1909292406681248223)  2025-04-07T17:09Z [---] followers, [--] engagements


"@Rory_Johnston I think they've lost track themselves at this point lmao"  
[X Link](https://x.com/VoltPortfolio/status/1910033216834056473)  2025-04-09T18:13Z [---] followers, [---] engagements


"$VTRS $RELL small buys"  
[X Link](https://x.com/VoltPortfolio/status/1910374137836589360)  2025-04-10T16:47Z [---] followers, [---] engagements


"Covered a bit of $BOOT short at [--] added a bit to $MAGN long at 13"  
[X Link](https://x.com/VoltPortfolio/status/1914371956729577609)  2025-04-21T17:33Z [---] followers, [---] engagements


"@nope_its_lily Large shipping companies are mostly European too so it's not about decoupling from China but EU in this case. I don't that happening little benefit huge cost to it"  
[X Link](https://x.com/VoltPortfolio/status/1914588205753491640)  2025-04-22T07:52Z [---] followers, [--] engagements


"@nope_its_lily If anything the way to do that would be to just buyout European shipping companies not building from scratch"  
[X Link](https://x.com/VoltPortfolio/status/1914590224576815611)  2025-04-22T08:00Z [---] followers, [--] engagements


"$MNDY short 257.15"  
[X Link](https://x.com/VoltPortfolio/status/1915038084447572471)  2025-04-23T13:40Z [---] followers, [--] engagements


"Short $TOST [----] $GRND 20.6"  
[X Link](https://x.com/VoltPortfolio/status/1915045009851658567)  2025-04-23T14:08Z [---] followers, [--] engagements


"Even before the trade war it wasn't looking great for $AAPL in China losing market share Going to get worse from here https://www.counterpointresearch.com/insight/post-insight-research-notes-blogs-china-smartphone-sales-rise-25-yoy-in-q1-2025-driven-by-government-subsidies/utm_source=Counterpoint+Research+Newsletter&utm_campaign=59a4b4dc46-EMAIL_CAMPAIGN_2020_08_06_11_19_COPY_01&utm_medium=email&utm_term=0_0c8d75a0f8-59a4b4dc46-88348829"  
[X Link](https://x.com/VoltPortfolio/status/1915367154540580890)  2025-04-24T11:28Z [---] followers, [--] engagements


"Sold my $DG long for 25% profit"  
[X Link](https://x.com/VoltPortfolio/status/1915430325980742081)  2025-04-24T15:39Z [---] followers, [---] engagements


"Shorted small amounts $CRWD $GWRE $RBRK"  
[X Link](https://x.com/VoltPortfolio/status/1915766356516995195)  2025-04-25T13:54Z [---] followers, [---] engagements


"$NXPI short order 193.5"  
[X Link](https://x.com/VoltPortfolio/status/1916949202455720097)  2025-04-28T20:14Z [---] followers, [--] engagements


"Short $fslr 140.39"  
[X Link](https://x.com/VoltPortfolio/status/1916963093906682090)  2025-04-28T21:09Z [---] followers, [--] engagements


"STOCKHOLM April [--] (Reuters) - Sweden-based Volvo Cars launched a cost-cutting plan totalling [--] billion Swedish crowns ($1.87 billion) as its operating profit fell heavily on Tuesday amid difficult market conditions for the automotive industry. $F $GM $TSLA $STLA"  
[X Link](https://x.com/VoltPortfolio/status/1917083318585069636)  2025-04-29T05:07Z [---] followers, [---] engagements


"$Rcl short 222"  
[X Link](https://x.com/VoltPortfolio/status/1917165802546974992)  2025-04-29T10:35Z [---] followers, [---] engagements


"The strong start prompted management to increase its full-year [----] Adjusted EPS guidance to a range of $14.55 to $15.55 signaling confidence in sustained profitability throughout the year. Doubt it somehow but let's see could be wrong $rcl"  
[X Link](https://x.com/VoltPortfolio/status/1917166513510813976)  2025-04-29T10:38Z [---] followers, [--] engagements


"Hilton cuts [----] revenue growth forecast as travel demand softens $HLT"  
[X Link](https://x.com/VoltPortfolio/status/1917180841496818076)  2025-04-29T11:35Z [---] followers, [--] engagements


"Samsung Volkswagen Mercedes-Benz the latest ones to drop guidance amid tariff uncertainty"  
[X Link](https://x.com/VoltPortfolio/status/1917491720423342441)  2025-04-30T08:10Z [---] followers, [--] engagements


"$WING uh oh. Domestic same-store sales growth 0.5% vs 21.6% in prior year Cost of sales increased to 76% from 74.5% Company lowered [----] same-store sales guidance to 1% from previous low-to-mid single digits Growth story is over it seems only opening new stores"  
[X Link](https://x.com/VoltPortfolio/status/1917551068050821241)  2025-04-30T12:06Z [---] followers, [--] engagements


"@wabuffo I think that's not the case although I thought so too at first. But based on what I read here it actually has no impact on the GDP as its added back under C: https://www.stlouisfed.org/publications/page-one-economics/2018/09/04/how-do-imports-affect-gdp https://www.stlouisfed.org/publications/page-one-economics/2018/09/04/how-do-imports-affect-gdp"  
[X Link](https://x.com/VoltPortfolio/status/1917591644896981093)  2025-04-30T14:47Z [---] followers, [---] engagements


"Added to $W short at [----] post earnings Added to $GTX long at [---] post earnings"  
[X Link](https://x.com/VoltPortfolio/status/1917901888068243532)  2025-05-01T11:20Z [---] followers, [---] engagements


"@michaelxpettis @FT Trade talks and US tariffs weren't even a thing for decades so"  
[X Link](https://x.com/VoltPortfolio/status/1918375898270622164)  2025-05-02T18:43Z [---] followers, [---] engagements


"You can see it on corporate borrowing rates VC funding (absolutely crashed outside of AI) interest paid on margin and more. The previous environment favored investors including levered beta but it seems the time has come for that to change. 2/x"  
[X Link](https://x.com/VoltPortfolio/status/1918548983334511065)  2025-05-03T06:11Z [---] followers, [--] engagements


"With the government facing higher interest rates on its astronomic debt Trump tariffs DOGE efforts as well as screaming at Powell to lower rates are all connected to the new normal interest rate environment and it seems the catalysts are finally here for things to change. 3/x"  
[X Link](https://x.com/VoltPortfolio/status/1918549023671161071)  2025-05-03T06:11Z [---] followers, [--] engagements


"@Citrini7 I'd say bearish means people are ready to hit the sell button when something happens But not certain more important is the marginal buyer/seller in size (hedge funds)"  
[X Link](https://x.com/VoltPortfolio/status/1919626845839909008)  2025-05-06T05:34Z [---] followers, [--] engagements


"As I said before $DASH resorts to acquisitions to keep the growth narrative alive otherwise the stock will crumble $ROO Matter of time. DoorDash strikes 2.9bn deal for Deliveroo https://t.co/Nv88nHt4Md DoorDash strikes 2.9bn deal for Deliveroo https://t.co/Nv88nHt4Md"  
[X Link](https://x.com/VoltPortfolio/status/1919647105263497582)  2025-05-06T06:55Z [---] followers, [--] engagements


"@profplum99 Keep in mind they are already international it's not untapped - Wolt is a major player in Europe and they just made a bid to buy Deliveroo too So some of that is already taken and part of their revenues. yeah looks frothy indeed"  
[X Link](https://x.com/VoltPortfolio/status/1919746739411558595)  2025-05-06T13:31Z [---] followers, [---] engagements


"Is $EA really trading at 40x earnings with no growth Small gamble earnings puts"  
[X Link](https://x.com/VoltPortfolio/status/1919804373896458457)  2025-05-06T17:20Z [---] followers, [--] engagements


"Looking to take some profits on longs here Selling covered calls OTM 3-5 months out on $PAGS $STNE for now"  
[X Link](https://x.com/VoltPortfolio/status/1921922636596077035)  2025-05-12T13:37Z [---] followers, [---] engagements


"$OKTA $ZS $ISSC $RCKY $IWM $PAGS $STNE"  
[X Link](https://x.com/VoltPortfolio/status/1921932820269707304)  2025-05-12T14:17Z [---] followers, [---] engagements


"$MNDY $ZS $ASAN $CRWD $RBRK $OKTA $GWRE all super expensive here ahead of themselves"  
[X Link](https://x.com/VoltPortfolio/status/1922648246142251338)  2025-05-14T13:40Z [---] followers, [---] engagements


"$birk price hikes https://www.globalbankingandfinance.com/US-BIRKENSTOCK-HLDG-RESULTS-fb2951d7-2b8d-47a7-a330-aa69a276dd2b https://www.globalbankingandfinance.com/US-BIRKENSTOCK-HLDG-RESULTS-fb2951d7-2b8d-47a7-a330-aa69a276dd2b"  
[X Link](https://x.com/VoltPortfolio/status/1922984714220052970)  2025-05-15T11:57Z [---] followers, [--] engagements


"@ClarkSquareCap @evfcfaddict Exasol de Strong product not bloated team and sbc I thought it has buyout potential too previously but there hasn't been any interest yet"  
[X Link](https://x.com/VoltPortfolio/status/1924338328494645621)  2025-05-19T05:36Z [---] followers, [---] engagements


"rarely do I see something so obvious even before the announcement there were tweets about big spending on defense projects/golden dome whatever $LMT $LHX $RTX bit of a gamble on Trump upcoming announcement $LMT 3dte $ISSC added I was long shares anyway https://t.co/zldIqXzxef bit of a gamble on Trump upcoming announcement $LMT 3dte $ISSC added I was long shares anyway https://t.co/zldIqXzxef"  
[X Link](https://x.com/VoltPortfolio/status/1925143692857282852)  2025-05-21T10:56Z [---] followers, [--] engagements


"@nope_its_lily But how would that work Short selling or any selling should create downward pressure I would assume. You believe because there is significant SI there is an organized squeeze happening"  
[X Link](https://x.com/VoltPortfolio/status/1925969866961355176)  2025-05-23T17:39Z [---] followers, [--] engagements


"@nope_its_lily If anything it should be the covering of shorts pushing these names up not the short selling"  
[X Link](https://x.com/VoltPortfolio/status/1925970188605784184)  2025-05-23T17:40Z [---] followers, [--] engagements


"$DASH Announces Proposed Private Offering of $2.0 Billion of Convertible Senior Notes A portion of the proceeds to be used to purchase a hedge overlay intended to offset any share dilution until at least a targeted 125% premium to the current stock price"  
[X Link](https://x.com/VoltPortfolio/status/1927321759344181552)  2025-05-27T11:11Z [---] followers, [---] engagements


"So they think their stock is cheap and the targeted premium is like. 180B market cap lmao Wall Street still in love (or in bed) with this name until when https://newsfile.refinitiv.com/getnewsfile/v1/storyguid=urn:newsml:reuters.com:20250527:nBw1hZ2m9a&default-theme=true https://newsfile.refinitiv.com/getnewsfile/v1/storyguid=urn:newsml:reuters.com:20250527:nBw1hZ2m9a&default-theme=true"  
[X Link](https://x.com/VoltPortfolio/status/1927321964995059834)  2025-05-27T11:12Z [---] followers, [--] engagements


"$DASH [----] stock-based compensation expense of approximately $1.1 billion to $1.2 billion - how about cutting down that instead if you don't want to dilute Must be nice being management or senior employee in this co"  
[X Link](https://x.com/VoltPortfolio/status/1927325016032501789)  2025-05-27T11:24Z [---] followers, [---] engagements


"Someone who knows securities law should take a look at that from my non-expert point of view this sounds suspicious if not illegal $DASH @SECGov"  
[X Link](https://x.com/VoltPortfolio/status/1927339355086913936)  2025-05-27T12:21Z [---] followers, [---] engagements


"$DASH - this seems kind of similar to what $CAR was doing in [----] - see this post: Of course noone got punished and $CAR now trades a lot lower than the peak of this artificial squeeze https://voltport.wordpress.com/2022/01/01/avis-a-financially-engineered-short-squeeze-via-buybacks/ Someone who knows securities law should take a look at that from my non-expert point of view this sounds suspicious if not illegal $DASH @SECGov https://t.co/VgAMAAukk6 https://voltport.wordpress.com/2022/01/01/avis-a-financially-engineered-short-squeeze-via-buybacks/ Someone who knows securities law should take"  
[X Link](https://x.com/VoltPortfolio/status/1927341374346514622)  2025-05-27T12:29Z [---] followers, [---] engagements


"Short $RBLX at 85.33"  
[X Link](https://x.com/VoltPortfolio/status/1927730700670705797)  2025-05-28T14:16Z [---] followers, [--] engagements


"Long $CRTO at 25.3"  
[X Link](https://x.com/VoltPortfolio/status/1927731979492946397)  2025-05-28T14:21Z [---] followers, [---] engagements


"Long $ODD Dec [----] [--] puts [----] premium"  
[X Link](https://x.com/VoltPortfolio/status/1927732882270720392)  2025-05-28T14:25Z [---] followers, [--] engagements


"$DELL Short shares at [-----] and long OTM puts a few months out - I know the story is all about AI servers for them now but that may not materialize as hoped anyway and the PC business is in trouble already"  
[X Link](https://x.com/VoltPortfolio/status/1928018305035424073)  2025-05-29T09:19Z [---] followers, [--] engagements


"Added a bit to $REGN long here at [---] long term it should be ok $REGN -12% pre market 👀 Mixed/bad readouts on Itepekimab p3 trials. I remain very interested in this company https://t.co/Fdlkhm2Hx2 $REGN -12% pre market 👀 Mixed/bad readouts on Itepekimab p3 trials. I remain very interested in this company https://t.co/Fdlkhm2Hx2"  
[X Link](https://x.com/VoltPortfolio/status/1928444357809406356)  2025-05-30T13:32Z [---] followers, [---] engagements


"A bit more long $REGN filled at 495"  
[X Link](https://x.com/VoltPortfolio/status/1928448916212584530)  2025-05-30T13:50Z [---] followers, [---] engagements

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