#  @WaiveringComp Waivering Compliance MBA Waivering Compliance MBA posts on X about $crwd, ai, $panw, $hood the most. They currently have [---------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::2008717136009850888/interactions)  - [--] Week [----------] +284% - [--] Month [----------] +373,603,557% ### Mentions: [--] [#](/creator/twitter::2008717136009850888/posts_active)  ### Followers: [---------] [#](/creator/twitter::2008717136009850888/followers)  - [--] Week [--] -7.10% - [--] Month [--] +333% ### CreatorRank: [---------] [#](/creator/twitter::2008717136009850888/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [financial services](/list/financial-services) [social networks](/list/social-networks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$crwd](/topic/$crwd) #96, [ai](/topic/ai), [$panw](/topic/$panw) #108, [$hood](/topic/$hood), [hood](/topic/hood), [$ftnt](/topic/$ftnt), [up to](/topic/up-to), [if you](/topic/if-you), [just a](/topic/just-a), [the first](/topic/the-first) **Top accounts mentioned or mentioned by** [@trumpaccounts](/creator/undefined) [@bloomberg](/creator/undefined) [@mrbeast](/creator/undefined) [@beast](/creator/undefined) [@step](/creator/undefined) [@gobirds555](/creator/undefined) [@trendspider](/creator/undefined) [@bitmnr](/creator/undefined) [@teamspeak](/creator/undefined) **Top assets mentioned** [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Fortinet Inc (FTNT)](/topic/$ftnt) [Microsoft Corp. (MSFT)](/topic/$msft) [Emerson Electric Co. (EMR)](/topic/$emr) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [GE Vernova Inc. (GEV)](/topic/$gev) [BlackRock Inc (BLK)](/topic/blackrock) [Cloudflare, Inc. (NET)](/topic/$net) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Morgan Stanley (MS)](/topic/$ms) [HUB Group Inc (HUBG)](/topic/$hubg) [Bull Market (BULL)](/topic/$bull) [Blackstone, Inc. (BX)](/topic/$bx) [Lennar Corporation (LEN)](/topic/$len) [D R Horton Inc (DHI)](/topic/$dhi) [AbbVie Inc (ABBV)](/topic/$abbv) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [CSX Corporation (CSX)](/topic/$csx) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Advanced Micro Devices (AMD)](/topic/$amd) [Fair Isaac, Corp. (FICO)](/topic/$fico) ### Top Social Posts Top posts by engagements in the last [--] hours "$BX cratering 10% on Trump housing news new purchases will not be a challenge to housing and portfolios implementing a divestment schedule will be a key watch point on the proposal Still not long home builders yet like $LEN $DHI etc" [X Link](https://x.com/WaiveringComp/status/2008972829061206324) 2026-01-07T18:43Z [--] followers, [--] engagements "Technically red day - due mainly to large spreads in $FTNT and $GRAB leaps - probably about a little above even on the day if you assume mid-point value - big day for $PANW and $ABBV - looking to $200 for $PANW and $240-250 for $ABBV" [X Link](https://x.com/WaiveringComp/status/2009026418122912065) 2026-01-07T22:16Z [--] followers, [--] engagements "$CSX - declining volume into this upward trend. RSI staying around the same level while it continues to make higher lows. watching for continued support here. nothing notable as far as options or exposure goes. looking at shares perhaps risk being close below 200D" [X Link](https://x.com/WaiveringComp/status/2009032001660105017) 2026-01-07T22:38Z [--] followers, [--] engagements "BNPL CDOs coming soon. I would love to do a deeper dive into Buy Now Pay Later look at repayment versus default rates and acceleration factors Would also love to see breakdowns by FICO and DTI and what is being bought To me it seems like youre targeting low credit borrowers with large purchases who string out repayments for 12-24 months. Then you get interest on the payers to cover the non-payers. Another interesting way to slice it would be by serial BNPL users versus occasional and infrequent/first time users. From a risk perspective there is a lot of interesting proprietary data I would" [X Link](https://x.com/WaiveringComp/status/2016330647887843392) 2026-01-28T02:01Z [--] followers, [--] engagements "Added another Jan [----] $SOFI call today as we come into the $24 support zone" [X Link](https://x.com/WaiveringComp/status/2016599169067110459) 2026-01-28T19:48Z [--] followers, [---] engagements "Oh magic [--] ball are my $MSFT shares going to be okay" [X Link](https://x.com/WaiveringComp/status/2016710874346463699) 2026-01-29T03:11Z [--] followers, [--] engagements "Getting into $ZM for Anthropic exposure is like getting in a sinking ship because they have free crab legs $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar" [X Link](https://x.com/WaiveringComp/status/2015860144735740325) 2026-01-26T18:51Z [--] followers, [---] engagements "Added to my $CRWD and $SOFI today Done adding SOFI at this point - plenty of exposure. $GEV making new ATH - sold a third at the new ATH and letting the rest ride for now. Guessing we get minor correction soon but backlog all the way to 2028" [X Link](https://x.com/WaiveringComp/status/2018372334776668265) 2026-02-02T17:13Z [--] followers, [---] engagements "Being long retail investor account balances when retail is about to be vaporized into exit liquidity is a bold strategy Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst comments: "In the short term there are a few narratives we believe are negatively impacting the stock: (1) a slowdown in crypto volumes and declining token prices (2) the end of football season and its impact on https://t.co/pAFFEANN2K Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst comments: "In the short term there are a few narratives we believe are negatively impacting the stock: (1) a slowdown in" [X Link](https://x.com/WaiveringComp/status/2018373524516134917) 2026-02-02T17:18Z [--] followers, [--] engagements "Sold some $GEV added to $XLE leaps and added $EMR on earnings today. $GEV should have got you 15% on shares at our buy at [---]. $100 a share in a week or two. Will buy back in if we come down toward 700" [X Link](https://x.com/WaiveringComp/status/2018728646630858808) 2026-02-03T16:49Z [--] followers, [---] engagements "Everyone selling cybersec like theyre about to vibe code security software" [X Link](https://x.com/WaiveringComp/status/2018743585630240956) 2026-02-03T17:49Z [--] followers, [--] engagements "JUST IN: Nvidia CEO says AI will "drive down" energy costs JUST IN: Nvidia CEO says AI will "drive down" energy costs" [X Link](https://x.com/WaiveringComp/status/2018745736289030439) 2026-02-03T17:57Z [--] followers, [--] engagements "Could be interesting as a way to build liquidity in small markets. This does open up more of the gate for securities style regulations vs gaming and existing controls DraftKings is building out an in-house market making operation that will place bets on its prediction market according to a new job listing. DraftKings is building out an in-house market making operation that will place bets on its prediction market according to a new job listing" [X Link](https://x.com/WaiveringComp/status/2018752643053560264) 2026-02-03T18:25Z [--] followers, [--] engagements "$AMD is who taught me how fast options can go to zero. Looks like some new people found out today too $AMD double beat but the stock isn't happy 📉 https://t.co/3rM30P3ZHl $AMD double beat but the stock isn't happy 📉 https://t.co/3rM30P3ZHl" [X Link](https://x.com/WaiveringComp/status/2018803987043209257) 2026-02-03T21:49Z [--] followers, [---] engagements "Good earnings from $EMR. Positive outlook going forward as well. Beat on EPS and met revenue so should trade up to flat tomorrow is my guess. Potential to continue to make new ATHs. Probably will look to get out tomorrow and take modest profit. If you held when I originally bought at [---] levels you are up 15% or so. https://twitter.com/i/web/status/2018804709482803349 https://twitter.com/i/web/status/2018804709482803349" [X Link](https://x.com/WaiveringComp/status/2018804709482803349) 2026-02-03T21:52Z [--] followers, [--] engagements "$FICO at a key level. [----] is an important support and also marks [--] std dev down from VWAP starting at the structure change at EOY [--]. If no support at [----] then we truck on down likely to [----]. It is high in my watch list and waiting for some support to show up. Housing push by the admin means more credit apps and more scores pulled. Also as bad as it is. When times get tough people over extend and tap all available credit which also generates a need for scores Fair Issac Corp. is down -8.5% today and -20% over the last month. Reminder 90% of all lending decisions in the USA use a FICO" [X Link](https://x.com/WaiveringComp/status/2018805425341411452) 2026-02-03T21:54Z [--] followers, [---] engagements "I really cant wait for this to turn around. AI will improve efficiency but for every vibe coded work of art Ive seen [--] pieces of shit. For businesses thinking of trying to vibe code their way to Anti-SaaS heaven. Stop while youre ahead. Your friends son who knows AI will not build you a software suite with end to end functionality. I dont think half the businesses that operate the tools they buy understand the scope and size of codebases behind some tools and all the controls in them. Especially any tools around compliance or regulatory spaces. Youre going to spend thousands on subscriptions" [X Link](https://x.com/WaiveringComp/status/2018865679928041951) 2026-02-04T01:54Z [--] followers, [--] engagements "$EMR Up to $161 premarket this morning. Gave roughly $10 a share from our buy yesterday. Good quick flip. Good earnings from $EMR. Positive outlook going forward as well. Beat on EPS and met revenue so should trade up to flat tomorrow is my guess. Potential to continue to make new ATHs. Probably will look to get out tomorrow and take modest profit. If you held when I originally Good earnings from $EMR. Positive outlook going forward as well. Beat on EPS and met revenue so should trade up to flat tomorrow is my guess. Potential to continue to make new ATHs. Probably will look to get out" [X Link](https://x.com/WaiveringComp/status/2019043573564670240) 2026-02-04T13:41Z [--] followers, [--] engagements "Grabbed a $PANW leap this morning cyber selling off makes no sense AI isnt going to delete the cybersecurity market if anything it increases it" [X Link](https://x.com/WaiveringComp/status/2019421478169796826) 2026-02-05T14:42Z [--] followers, [--] engagements "I guess it wasnt $LLY it was $HIMS that came first $NVO is such a hard sell for me. entire new rally seems to be on oral weight loss we saw what $LLY did with the injections do we not think $LLY will come up with an oral competitor I dont see rip down but I just see dead capital with $NVO been wrong plenty though $NVO is such a hard sell for me. entire new rally seems to be on oral weight loss we saw what $LLY did with the injections do we not think $LLY will come up with an oral competitor I dont see rip down but I just see dead capital with $NVO been wrong plenty though" [X Link](https://x.com/WaiveringComp/status/2019432879810572666) 2026-02-05T15:28Z [--] followers, [---] engagements "$FTNT earnings tonight likely will need to be the key savior for cybersec. $CRWD $PANW and others dont report for a while yet. Will need strong guidance to help separate out cybersec from software in general" [X Link](https://x.com/WaiveringComp/status/2019510260990697564) 2026-02-05T20:35Z [--] followers, [---] engagements "@GoBirds555 $FTNT now up 10% AH $CRWD up 2% AH as well $PANW up 1.5% like I said $FTNT needs to do well and separate Cybersec from the broader software down turn and so far. thats what just happened. Well see what holds overnight and into tomorrow $FTNT (Fortinet) #earnings are out: https://t.co/X4You0mu7U $FTNT (Fortinet) #earnings are out: https://t.co/X4You0mu7U" [X Link](https://x.com/WaiveringComp/status/2019518719521878451) 2026-02-05T21:09Z [--] followers, [---] engagements "Ya know whose name I dont see here $HOOD More likely that Blackrock Schwab or SoFi get it just a hunch. Gotta pay to playthats the motto now I wouldnt be surprised if multiple brokers are approved though for you to pick from for easy access with your other financials I dont see HOOD coming into play until they pay the troll toll $HOOD: Robinhood has begun internally preparing in case its selected to become a trustee for the project @TrumpAccounts according to people with knowledge of the matter. @Bloomberg $HOOD: Robinhood has begun internally preparing in case its selected to become a" [X Link](https://x.com/anyuser/status/2019879195850293744) 2026-02-06T21:01Z [--] followers, [--] engagements "Apparently you cant read or failed to read the last line well see what holds overnight and into tomorrow and you didnt read the earnings report either where revenue for FTNT is growing faster than typical SaaS and their software and SOC billings make up the largest growth of that overall number so yes I would say they set cyber sec further apart from the rest of the software sector by showing increased billings compared to other software which is flat and starting to lose users. As a bonus heres a graph showing YTD performance of the top holdings in IGV relative to IGV. Note how FTNT PANW and" [X Link](https://x.com/WaiveringComp/status/2019545337254277212) 2026-02-05T22:55Z [--] followers, [--] engagements "$CRM $NOW and other shit is down further today while cyber reverses and comes back up. Almost like $FTNT s good earnings report gave the sector some life and widened the gap. Huh. Funny how that works $CRWD and $PANW riding with See yall Monday apparently the greatest bull market ever is starting at least thats what orange man said https://twitter.com/i/web/status/2019872398913466538 https://twitter.com/i/web/status/2019872398913466538" [X Link](https://x.com/WaiveringComp/status/2019872398913466538) 2026-02-06T20:34Z [--] followers, [---] engagements "Green on $PANW leaps - down slightly still on $CRWD Another good day for cyber sec now getting boosted by software buying back up" [X Link](https://x.com/anyuser/status/2020942163417395604) 2026-02-09T19:25Z [--] followers, [--] engagements "Love everyone buying into $HIMS and $NVO you know you dont have to buy a challenged sector yes youre going to say its a great price to buy and that might be true for a [--] year time horizon but why lock up significant capital you could better spend elsewhere on sectors with tailwinds rather than headwinds Keep in mind your time horizon and how long you want to hold onto something. Nothing gets more annoying than seeing something chop sideways for [--] months while other players move upward https://twitter.com/i/web/status/2021041674508525627 https://twitter.com/i/web/status/2021041674508525627" [X Link](https://x.com/anyuser/status/2021041674508525627) 2026-02-10T02:00Z [--] followers, [---] engagements "Sold half my $CRWD position here at 5% on shares I think we still go higher but trimming some of my exposure on the 4% day today brings my avg back up to roughly [---] on the remaining shares" [X Link](https://x.com/anyuser/status/2022340368214491549) 2026-02-13T16:01Z [--] followers, [--] engagements "And this is why $MSFT is in the shitter and vibecoding isnt going to work and why Im still bullish cybersecurity How do you fuck up a text editor Think about that. The tool designed to be the most barebones editor has now been infested with so much shit that its become a vulnerability I wouldnt be surprised either to learn that Notepad is one of the low tier programs you can get assigned to and its just juniors doing whatever the hell they want with it because who gives a fuck about Notepad or something Windows Notepad.exe now has a remote code execution vulnerability. You read that right." [X Link](https://x.com/anyuser/status/2022053010952585617) 2026-02-12T20:59Z [--] followers, [--] engagements "Cyber catching a good bid today. $CRWD with an upgrade this morning $PANW following along hitting some resistance at 170" [X Link](https://x.com/anyuser/status/2022335641053516286) 2026-02-13T15:42Z [--] followers, [--] engagements "Just continuing to gobble up $CRWD shares looking to $440-$480" [X Link](https://x.com/anyuser/status/2021964108237828228) 2026-02-12T15:06Z [--] followers, [--] engagements "Cyber still outperforming IGV $FTNT $CRWD $PANW showing themselves as the strongest pieces of $IGV Once again AI is opening threat vectors and security is still a top spend for IT teams" [X Link](https://x.com/WaiveringComp/status/2021971299351114064) 2026-02-12T15:34Z [--] followers, [--] engagements "@TrendSpider Curious how $CRWD is bleeding FCF" [X Link](https://x.com/WaiveringComp/status/2022037377787867333) 2026-02-12T19:57Z [--] followers, [--] engagements "Freed up a good bit of capital taking profits on $CRWD shares today. Still have some runners and a $PANW leap holding these through $PANW earnings unless for some reason Palo rips up to [---] we we come back from the holiday" [X Link](https://x.com/anyuser/status/2022403168995619026) 2026-02-13T20:11Z [--] followers, [--] engagements "Freed up a good bit of capital taking profits on $CRWD shares today. Still have some runners and a $PANW leap holding these through $PANW earnings unless for some reason Palo rips up to [---] we we come back from the holiday" [X Link](https://x.com/anyuser/status/2022403168995619026) 2026-02-13T20:11Z [--] followers, [--] engagements "Right on OpEx. So sell it all next week got it *SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT *SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT" [X Link](https://x.com/anyuser/status/2022340713414053939) 2026-02-13T16:02Z [--] followers, [--] engagements "*SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT" [X Link](https://x.com/anyuser/status/2022332462609957262) 2026-02-13T15:30Z 2.5M followers, 163.5K engagements "Sold half my $CRWD position here at 5% on shares I think we still go higher but trimming some of my exposure on the 4% day today brings my avg back up to roughly [---] on the remaining shares" [X Link](https://x.com/anyuser/status/2022340368214491549) 2026-02-13T16:01Z [--] followers, [--] engagements "Cyber catching a good bid today. $CRWD with an upgrade this morning $PANW following along hitting some resistance at 170" [X Link](https://x.com/anyuser/status/2022335641053516286) 2026-02-13T15:42Z [--] followers, [--] engagements "And this is why $MSFT is in the shitter and vibecoding isnt going to work and why Im still bullish cybersecurity How do you fuck up a text editor Think about that. The tool designed to be the most barebones editor has now been infested with so much shit that its become a vulnerability I wouldnt be surprised either to learn that Notepad is one of the low tier programs you can get assigned to and its just juniors doing whatever the hell they want with it because who gives a fuck about Notepad or something Windows Notepad.exe now has a remote code execution vulnerability. You read that right." [X Link](https://x.com/anyuser/status/2022053010952585617) 2026-02-12T20:59Z [--] followers, [--] engagements "Windows Notepad.exe now has a remote code execution vulnerability. You read that right. Notepad.exe which used to be a simple text editor has had so many network connect features added (including AI and Microsoft account subscriptions) that it now has security vulnerabilities. This CVE is rated as SEVERE and given an [---] score. https://www.cve.org/CVERecordid=CVE-2026-20841 https://www.cve.org/CVERecordid=CVE-2026-20841" [X Link](https://x.com/anyuser/status/2021682522665480385) 2026-02-11T20:27Z 28K followers, 987.4K engagements "Cyber still outperforming IGV $FTNT $CRWD $PANW showing themselves as the strongest pieces of $IGV Once again AI is opening threat vectors and security is still a top spend for IT teams" [X Link](https://x.com/WaiveringComp/status/2021971299351114064) 2026-02-12T15:34Z [--] followers, [--] engagements "Just continuing to gobble up $CRWD shares looking to $440-$480" [X Link](https://x.com/anyuser/status/2021964108237828228) 2026-02-12T15:06Z [--] followers, [--] engagements "Im going all in on $HOOD for earnings Wish me luck This is all my life savings https://t.co/KViokoLc09 Im going all in on $HOOD for earnings Wish me luck This is all my life savings https://t.co/KViokoLc09" [X Link](https://x.com/anyuser/status/2021379396825682242) 2026-02-11T00:22Z [--] followers, [--] engagements "Im going all in on $HOOD for earnings Wish me luck This is all my life savings" [X Link](https://x.com/anyuser/status/2021330539698061796) 2026-02-10T21:08Z 11.3K followers, 218.4K engagements "Be interesting tomorrow to see pair impacts on this this may start giving some support back to players on the infrastructure side of the AI trade $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: https://t.co/Hthr14Igjy $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est." [X Link](https://x.com/anyuser/status/2021367240818340147) 2026-02-10T23:34Z [--] followers, [--] engagements "$NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: $620.0M$621.0M (Est. $615.5M) 🟢; 30% YoY 🔹 Adj. EPS: $0.23 (Est. $0.24) 🟡 🔹 Adj Op Income: $70.0M$71.0M (Est. $80M) 🔴 FY Guide: 🔹 Revenue: $2.785B$2.795B (Est. $2.74B) 🟢 🔹 Adj. EPS: $1.11$1.12 (Est. $1.15) 🔴 🔹 Non-GAAP Op Income: $378.0M$382.0M Financials: 🔹 Free Cash Flow: $99.4M; 16.2% of revenue 🔹 Cash Cash" [X Link](https://x.com/anyuser/status/2021333476423934019) 2026-02-10T21:20Z 126.1K followers, 27.8K engagements "Wild when tax prep isnt the majority of the income for these guys And the tax revenue they do get is from high net worth complex financial picture individuals you arent going to convince the boomers an AI CPA is just as good as a human CPA and rightly so AI tax prep is great if you just have a W2 a [----] and a couple other basic forms you start getting into more complex things you need a CPA to really minimize your tax exposure Again tax prep isnt a huge revenue stream but the portion the AI is disrupting wont be what these guys do for the most part. the AI disruption trade just hit financial" [X Link](https://x.com/anyuser/status/2021366253776953757) 2026-02-10T23:30Z [--] followers, [--] engagements "the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice an entire sector https://twitter.com/i/web/status/2021285446236401730 https://twitter.com/i/web/status/2021285446236401730" [X Link](https://x.com/anyuser/status/2021285446236401730) 2026-02-10T18:09Z 66.8K followers, 310.2K engagements "Software sells off because per seat pricing model is dying AI system pricing model. Also per seat Make it make sense $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios" [X Link](https://x.com/anyuser/status/2021261174155649392) 2026-02-10T16:33Z [--] followers, [--] engagements "$SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo" [X Link](https://x.com/anyuser/status/2021260439242375387) 2026-02-10T16:30Z 126.1K followers, 175.8K engagements "Love everyone buying into $HIMS and $NVO you know you dont have to buy a challenged sector yes youre going to say its a great price to buy and that might be true for a [--] year time horizon but why lock up significant capital you could better spend elsewhere on sectors with tailwinds rather than headwinds Keep in mind your time horizon and how long you want to hold onto something. Nothing gets more annoying than seeing something chop sideways for [--] months while other players move upward https://twitter.com/i/web/status/2021041674508525627 https://twitter.com/i/web/status/2021041674508525627" [X Link](https://x.com/anyuser/status/2021041674508525627) 2026-02-10T02:00Z [--] followers, [---] engagements "Green on $PANW leaps - down slightly still on $CRWD Another good day for cyber sec now getting boosted by software buying back up" [X Link](https://x.com/anyuser/status/2020942163417395604) 2026-02-09T19:25Z [--] followers, [--] engagements "Tom Lee bout to show em how to lose all their money in $ETH Congrats to @MrBeast and @Beast team for the acquisiton of @step - Beast acquiring GenZ-focused @step and moving into financial services makes a lot of sense - GenZ are entering their "adulthood" - this journey requires financial education budgeting investing in their futures Congrats to @MrBeast and @Beast team for the acquisiton of @step - Beast acquiring GenZ-focused @step and moving into financial services makes a lot of sense - GenZ are entering their "adulthood" - this journey requires financial education budgeting investing in" [X Link](https://x.com/anyuser/status/2020934239970300261) 2026-02-09T18:54Z [--] followers, [--] engagements "Congrats to @MrBeast and @Beast team for the acquisiton of @step - Beast acquiring GenZ-focused @step and moving into financial services makes a lot of sense - GenZ are entering their "adulthood" - this journey requires financial education budgeting investing in their futures and being good stewards - we see MrBeast and his team providing the needed tools for GenZ And its a great business synergy with everything Beast Industries is involved with 👏👏👏 BitMine looks forward to amplifying these efforts for Beast Industries $BMNR @BitMNR" [X Link](https://x.com/anyuser/status/2020918633963429996) 2026-02-09T17:52Z 590K followers, 313.7K engagements "Annndddd time to reboot that old @teamspeak server Ive got Dont think discord realizes theyre about to lose half their user base. This is being done likely for advertising purposes so they can serve ads and generate revenue potentially trying to sweeten IPO This discord call brought to you in part by Discord will soon be expanding teen safety protections worldwide including teen-by-default settings and age assurance designed to create safer experiences for teens. Were also launching recruitment for Discord's first Teen Council creating a space for teen voices to help shape" [X Link](https://x.com/anyuser/status/2020919136574971986) 2026-02-09T17:54Z [--] followers, [--] engagements "Discord will soon be expanding teen safety protections worldwide including teen-by-default settings and age assurance designed to create safer experiences for teens. Were also launching recruitment for Discord's first Teen Council creating a space for teen voices to help shape our safety and wellbeing work. Applications are now open for US teens ages [----]. Learn more about these updates here: http://dis.gd/teen-safety http://dis.gd/teen-safety" [X Link](https://x.com/anyuser/status/2020863471550927243) 2026-02-09T14:12Z 164.7K followers, 18.5M engagements "Accounting error giving $SMCI vibes $HUBG found an accounting error that understated purchased transportation costs and accounts payable by about $77M over the first nine months of [----] forcing a restatement of 1Q3Q25 results and delaying audited earnings. Analysts warn the issue likely extends into 4Q https://t.co/3PhtM1cO1c $HUBG found an accounting error that understated purchased transportation costs and accounts payable by about $77M over the first nine months of [----] forcing a restatement of 1Q3Q25 results and delaying audited earnings. Analysts warn the issue likely extends into 4Q" [X Link](https://x.com/anyuser/status/2019880630281228599) 2026-02-06T21:07Z [--] followers, [---] engagements "$HUBG found an accounting error that understated purchased transportation costs and accounts payable by about $77M over the first nine months of [----] forcing a restatement of 1Q3Q25 results and delaying audited earnings. Analysts warn the issue likely extends into 4Q resetting margins lower and cutting longer-term earnings power" [X Link](https://x.com/anyuser/status/2019724714957271504) 2026-02-06T10:47Z 126.1K followers, 11.2K engagements "Ya know whose name I dont see here $HOOD More likely that Blackrock Schwab or SoFi get it just a hunch. Gotta pay to playthats the motto now I wouldnt be surprised if multiple brokers are approved though for you to pick from for easy access with your other financials I dont see HOOD coming into play until they pay the troll toll $HOOD: Robinhood has begun internally preparing in case its selected to become a trustee for the project @TrumpAccounts according to people with knowledge of the matter. @Bloomberg $HOOD: Robinhood has begun internally preparing in case its selected to become a" [X Link](https://x.com/anyuser/status/2019879195850293744) 2026-02-06T21:01Z [--] followers, [--] engagements "$HOOD: Robinhood has begun internally preparing in case its selected to become a trustee for the project @TrumpAccounts according to people with knowledge of the matter. @Bloomberg" [X Link](https://x.com/anyuser/status/2019804631011078421) 2026-02-06T16:05Z [----] followers, 12.8K engagements "Yeahtotally Chinas gonna definitely let that happen Ok hear me out for one second. Please do not laugh. Just one second. What if. $HOOD buys $BULL Its literally just a few billion dollars in market cap only now. A fraction of Robinhood. They can easily double their active user count get exposure to intl which oh btw Ok hear me out for one second. Please do not laugh. Just one second. What if. $HOOD buys $BULL Its literally just a few billion dollars in market cap only now. A fraction of Robinhood. They can easily double their active user count get exposure to intl which oh btw" [X Link](https://x.com/anyuser/status/2019877056423817555) 2026-02-06T20:53Z [--] followers, [--] engagements "Ok hear me out for one second. Please do not laugh. Just one second. What if. $HOOD buys $BULL Its literally just a few billion dollars in market cap only now. A fraction of Robinhood. They can easily double their active user count get exposure to intl which oh btw IBKR and SCHW has access to already. And now really own the retail and young Millennial and Gen Z market. Its unthinkable I know. But remember when TD Ameritrade got bought out by Schwab Why not Robinhood and Webull then Not totally crazy right Or do you want to smoke what I am smoking" [X Link](https://x.com/anyuser/status/2019779245372015095) 2026-02-06T14:24Z 339.2K followers, 91.7K engagements "Shocker and its only going to get worse no longer do you need to learn and actually know anything at least when it was just Google you still had to form opinions and do a little reading and digging. now you just get the whole thing spat out by Gemini and copy paste without even reading or comprehending Neuroscientist study reveals that Gen Z has become the first generation to be less intelligent than its predecessor the Millennials. For the first time in [---] years young people are scoring lower than their parents on IQ tests and core skills like memory reading and focus. Neuroscientist study" [X Link](https://x.com/anyuser/status/2019874823028019670) 2026-02-06T20:44Z [--] followers, [--] engagements "Neuroscientist study reveals that Gen Z has become the first generation to be less intelligent than its predecessor the Millennials. For the first time in [---] years young people are scoring lower than their parents on IQ tests and core skills like memory reading and focus. This is happening mainly in the US and Europe. The main cause appears to be excessive screen time and digital device use particularly in schools and social settings. While some suggest Gen Z is just developing different skills research shows actual declines in fundamental problem-solving abilities." [X Link](https://x.com/anyuser/status/2019692036564144213) 2026-02-06T08:38Z 5M followers, 5.5M engagements "My [----] bingo card is printing on there I have Compliance or Regulatory fuck up due to AI cant wait for someones AI to fuck up a piece of compliance and no one catch it because half these tools are being ran with [--] oversight Sorry software engineers and back-office folks. You're being replaced. https://t.co/77jmnulC0C Sorry software engineers and back-office folks. You're being replaced. https://t.co/77jmnulC0C" [X Link](https://x.com/anyuser/status/2019873402602025187) 2026-02-06T20:38Z [--] followers, [--] engagements "Sorry software engineers and back-office folks. You're being replaced" [X Link](https://x.com/anyuser/status/2019856969323217298) 2026-02-06T19:33Z 166.2K followers, 72.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@WaiveringComp Waivering Compliance MBA
Waivering Compliance MBA posts on X about $crwd, ai, $panw, $hood the most. They currently have [---------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [----------] +284%
- [--] Month [----------] +373,603,557%
Mentions: [--] #
Followers: [---------] #
- [--] Week [--] -7.10%
- [--] Month [--] +333%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance financial services social networks countries cryptocurrencies
Social topic influence $crwd #96, ai, $panw #108, $hood, hood, $ftnt, up to, if you, just a, the first
Top accounts mentioned or mentioned by @trumpaccounts @bloomberg @mrbeast @beast @step @gobirds555 @trendspider @bitmnr @teamspeak
Top assets mentioned Crowdstrike Holdings Inc (CRWD) Palo Alto Networks Inc (PANW) Robinhood Markets, Inc. (HOOD) Fortinet Inc (FTNT) Microsoft Corp. (MSFT) Emerson Electric Co. (EMR) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) RAI Finance (SOFI) GE Vernova Inc. (GEV) BlackRock Inc (BLK) Cloudflare, Inc. (NET) Charles Schwab Corporation (SCHW) Morgan Stanley (MS) HUB Group Inc (HUBG) Bull Market (BULL) Blackstone, Inc. (BX) Lennar Corporation (LEN) D R Horton Inc (DHI) AbbVie Inc (ABBV) Grab Holdings Limited Class A Ordinary Shares (GRAB) CSX Corporation (CSX) Affirm Holdings, Inc. (AFRM) Zoom Video Communications Inc (ZM) Advanced Micro Devices (AMD) Fair Isaac, Corp. (FICO)
Top Social Posts
Top posts by engagements in the last [--] hours
"$BX cratering 10% on Trump housing news new purchases will not be a challenge to housing and portfolios implementing a divestment schedule will be a key watch point on the proposal Still not long home builders yet like $LEN $DHI etc"
X Link 2026-01-07T18:43Z [--] followers, [--] engagements
"Technically red day - due mainly to large spreads in $FTNT and $GRAB leaps - probably about a little above even on the day if you assume mid-point value - big day for $PANW and $ABBV - looking to $200 for $PANW and $240-250 for $ABBV"
X Link 2026-01-07T22:16Z [--] followers, [--] engagements
"$CSX - declining volume into this upward trend. RSI staying around the same level while it continues to make higher lows. watching for continued support here. nothing notable as far as options or exposure goes. looking at shares perhaps risk being close below 200D"
X Link 2026-01-07T22:38Z [--] followers, [--] engagements
"BNPL CDOs coming soon. I would love to do a deeper dive into Buy Now Pay Later look at repayment versus default rates and acceleration factors Would also love to see breakdowns by FICO and DTI and what is being bought To me it seems like youre targeting low credit borrowers with large purchases who string out repayments for 12-24 months. Then you get interest on the payers to cover the non-payers. Another interesting way to slice it would be by serial BNPL users versus occasional and infrequent/first time users. From a risk perspective there is a lot of interesting proprietary data I would"
X Link 2026-01-28T02:01Z [--] followers, [--] engagements
"Added another Jan [----] $SOFI call today as we come into the $24 support zone"
X Link 2026-01-28T19:48Z [--] followers, [---] engagements
"Oh magic [--] ball are my $MSFT shares going to be okay"
X Link 2026-01-29T03:11Z [--] followers, [--] engagements
"Getting into $ZM for Anthropic exposure is like getting in a sinking ship because they have free crab legs $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar"
X Link 2026-01-26T18:51Z [--] followers, [---] engagements
"Added to my $CRWD and $SOFI today Done adding SOFI at this point - plenty of exposure. $GEV making new ATH - sold a third at the new ATH and letting the rest ride for now. Guessing we get minor correction soon but backlog all the way to 2028"
X Link 2026-02-02T17:13Z [--] followers, [---] engagements
"Being long retail investor account balances when retail is about to be vaporized into exit liquidity is a bold strategy Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst comments: "In the short term there are a few narratives we believe are negatively impacting the stock: (1) a slowdown in crypto volumes and declining token prices (2) the end of football season and its impact on https://t.co/pAFFEANN2K Piper Sandler Reiterates $HOOD at Overweight PT $155 Analyst comments: "In the short term there are a few narratives we believe are negatively impacting the stock: (1) a slowdown in"
X Link 2026-02-02T17:18Z [--] followers, [--] engagements
"Sold some $GEV added to $XLE leaps and added $EMR on earnings today. $GEV should have got you 15% on shares at our buy at [---]. $100 a share in a week or two. Will buy back in if we come down toward 700"
X Link 2026-02-03T16:49Z [--] followers, [---] engagements
"Everyone selling cybersec like theyre about to vibe code security software"
X Link 2026-02-03T17:49Z [--] followers, [--] engagements
"JUST IN: Nvidia CEO says AI will "drive down" energy costs JUST IN: Nvidia CEO says AI will "drive down" energy costs"
X Link 2026-02-03T17:57Z [--] followers, [--] engagements
"Could be interesting as a way to build liquidity in small markets. This does open up more of the gate for securities style regulations vs gaming and existing controls DraftKings is building out an in-house market making operation that will place bets on its prediction market according to a new job listing. DraftKings is building out an in-house market making operation that will place bets on its prediction market according to a new job listing"
X Link 2026-02-03T18:25Z [--] followers, [--] engagements
"$AMD is who taught me how fast options can go to zero. Looks like some new people found out today too $AMD double beat but the stock isn't happy 📉 https://t.co/3rM30P3ZHl $AMD double beat but the stock isn't happy 📉 https://t.co/3rM30P3ZHl"
X Link 2026-02-03T21:49Z [--] followers, [---] engagements
"Good earnings from $EMR. Positive outlook going forward as well. Beat on EPS and met revenue so should trade up to flat tomorrow is my guess. Potential to continue to make new ATHs. Probably will look to get out tomorrow and take modest profit. If you held when I originally bought at [---] levels you are up 15% or so. https://twitter.com/i/web/status/2018804709482803349 https://twitter.com/i/web/status/2018804709482803349"
X Link 2026-02-03T21:52Z [--] followers, [--] engagements
"$FICO at a key level. [----] is an important support and also marks [--] std dev down from VWAP starting at the structure change at EOY [--]. If no support at [----] then we truck on down likely to [----]. It is high in my watch list and waiting for some support to show up. Housing push by the admin means more credit apps and more scores pulled. Also as bad as it is. When times get tough people over extend and tap all available credit which also generates a need for scores Fair Issac Corp. is down -8.5% today and -20% over the last month. Reminder 90% of all lending decisions in the USA use a FICO"
X Link 2026-02-03T21:54Z [--] followers, [---] engagements
"I really cant wait for this to turn around. AI will improve efficiency but for every vibe coded work of art Ive seen [--] pieces of shit. For businesses thinking of trying to vibe code their way to Anti-SaaS heaven. Stop while youre ahead. Your friends son who knows AI will not build you a software suite with end to end functionality. I dont think half the businesses that operate the tools they buy understand the scope and size of codebases behind some tools and all the controls in them. Especially any tools around compliance or regulatory spaces. Youre going to spend thousands on subscriptions"
X Link 2026-02-04T01:54Z [--] followers, [--] engagements
"$EMR Up to $161 premarket this morning. Gave roughly $10 a share from our buy yesterday. Good quick flip. Good earnings from $EMR. Positive outlook going forward as well. Beat on EPS and met revenue so should trade up to flat tomorrow is my guess. Potential to continue to make new ATHs. Probably will look to get out tomorrow and take modest profit. If you held when I originally Good earnings from $EMR. Positive outlook going forward as well. Beat on EPS and met revenue so should trade up to flat tomorrow is my guess. Potential to continue to make new ATHs. Probably will look to get out"
X Link 2026-02-04T13:41Z [--] followers, [--] engagements
"Grabbed a $PANW leap this morning cyber selling off makes no sense AI isnt going to delete the cybersecurity market if anything it increases it"
X Link 2026-02-05T14:42Z [--] followers, [--] engagements
"I guess it wasnt $LLY it was $HIMS that came first $NVO is such a hard sell for me. entire new rally seems to be on oral weight loss we saw what $LLY did with the injections do we not think $LLY will come up with an oral competitor I dont see rip down but I just see dead capital with $NVO been wrong plenty though $NVO is such a hard sell for me. entire new rally seems to be on oral weight loss we saw what $LLY did with the injections do we not think $LLY will come up with an oral competitor I dont see rip down but I just see dead capital with $NVO been wrong plenty though"
X Link 2026-02-05T15:28Z [--] followers, [---] engagements
"$FTNT earnings tonight likely will need to be the key savior for cybersec. $CRWD $PANW and others dont report for a while yet. Will need strong guidance to help separate out cybersec from software in general"
X Link 2026-02-05T20:35Z [--] followers, [---] engagements
"@GoBirds555 $FTNT now up 10% AH $CRWD up 2% AH as well $PANW up 1.5% like I said $FTNT needs to do well and separate Cybersec from the broader software down turn and so far. thats what just happened. Well see what holds overnight and into tomorrow $FTNT (Fortinet) #earnings are out: https://t.co/X4You0mu7U $FTNT (Fortinet) #earnings are out: https://t.co/X4You0mu7U"
X Link 2026-02-05T21:09Z [--] followers, [---] engagements
"Ya know whose name I dont see here $HOOD More likely that Blackrock Schwab or SoFi get it just a hunch. Gotta pay to playthats the motto now I wouldnt be surprised if multiple brokers are approved though for you to pick from for easy access with your other financials I dont see HOOD coming into play until they pay the troll toll $HOOD: Robinhood has begun internally preparing in case its selected to become a trustee for the project @TrumpAccounts according to people with knowledge of the matter. @Bloomberg $HOOD: Robinhood has begun internally preparing in case its selected to become a"
X Link 2026-02-06T21:01Z [--] followers, [--] engagements
"Apparently you cant read or failed to read the last line well see what holds overnight and into tomorrow and you didnt read the earnings report either where revenue for FTNT is growing faster than typical SaaS and their software and SOC billings make up the largest growth of that overall number so yes I would say they set cyber sec further apart from the rest of the software sector by showing increased billings compared to other software which is flat and starting to lose users. As a bonus heres a graph showing YTD performance of the top holdings in IGV relative to IGV. Note how FTNT PANW and"
X Link 2026-02-05T22:55Z [--] followers, [--] engagements
"$CRM $NOW and other shit is down further today while cyber reverses and comes back up. Almost like $FTNT s good earnings report gave the sector some life and widened the gap. Huh. Funny how that works $CRWD and $PANW riding with See yall Monday apparently the greatest bull market ever is starting at least thats what orange man said https://twitter.com/i/web/status/2019872398913466538 https://twitter.com/i/web/status/2019872398913466538"
X Link 2026-02-06T20:34Z [--] followers, [---] engagements
"Green on $PANW leaps - down slightly still on $CRWD Another good day for cyber sec now getting boosted by software buying back up"
X Link 2026-02-09T19:25Z [--] followers, [--] engagements
"Love everyone buying into $HIMS and $NVO you know you dont have to buy a challenged sector yes youre going to say its a great price to buy and that might be true for a [--] year time horizon but why lock up significant capital you could better spend elsewhere on sectors with tailwinds rather than headwinds Keep in mind your time horizon and how long you want to hold onto something. Nothing gets more annoying than seeing something chop sideways for [--] months while other players move upward https://twitter.com/i/web/status/2021041674508525627 https://twitter.com/i/web/status/2021041674508525627"
X Link 2026-02-10T02:00Z [--] followers, [---] engagements
"Sold half my $CRWD position here at 5% on shares I think we still go higher but trimming some of my exposure on the 4% day today brings my avg back up to roughly [---] on the remaining shares"
X Link 2026-02-13T16:01Z [--] followers, [--] engagements
"And this is why $MSFT is in the shitter and vibecoding isnt going to work and why Im still bullish cybersecurity How do you fuck up a text editor Think about that. The tool designed to be the most barebones editor has now been infested with so much shit that its become a vulnerability I wouldnt be surprised either to learn that Notepad is one of the low tier programs you can get assigned to and its just juniors doing whatever the hell they want with it because who gives a fuck about Notepad or something Windows Notepad.exe now has a remote code execution vulnerability. You read that right."
X Link 2026-02-12T20:59Z [--] followers, [--] engagements
"Cyber catching a good bid today. $CRWD with an upgrade this morning $PANW following along hitting some resistance at 170"
X Link 2026-02-13T15:42Z [--] followers, [--] engagements
"Just continuing to gobble up $CRWD shares looking to $440-$480"
X Link 2026-02-12T15:06Z [--] followers, [--] engagements
"Cyber still outperforming IGV $FTNT $CRWD $PANW showing themselves as the strongest pieces of $IGV Once again AI is opening threat vectors and security is still a top spend for IT teams"
X Link 2026-02-12T15:34Z [--] followers, [--] engagements
"@TrendSpider Curious how $CRWD is bleeding FCF"
X Link 2026-02-12T19:57Z [--] followers, [--] engagements
"Freed up a good bit of capital taking profits on $CRWD shares today. Still have some runners and a $PANW leap holding these through $PANW earnings unless for some reason Palo rips up to [---] we we come back from the holiday"
X Link 2026-02-13T20:11Z [--] followers, [--] engagements
"Freed up a good bit of capital taking profits on $CRWD shares today. Still have some runners and a $PANW leap holding these through $PANW earnings unless for some reason Palo rips up to [---] we we come back from the holiday"
X Link 2026-02-13T20:11Z [--] followers, [--] engagements
"Right on OpEx. So sell it all next week got it *SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT *SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT"
X Link 2026-02-13T16:02Z [--] followers, [--] engagements
"*SUPREME COURT SAYS FEB. [--] TO BE OPINION DAY AMID TARIFF WAIT"
X Link 2026-02-13T15:30Z 2.5M followers, 163.5K engagements
"Sold half my $CRWD position here at 5% on shares I think we still go higher but trimming some of my exposure on the 4% day today brings my avg back up to roughly [---] on the remaining shares"
X Link 2026-02-13T16:01Z [--] followers, [--] engagements
"Cyber catching a good bid today. $CRWD with an upgrade this morning $PANW following along hitting some resistance at 170"
X Link 2026-02-13T15:42Z [--] followers, [--] engagements
"And this is why $MSFT is in the shitter and vibecoding isnt going to work and why Im still bullish cybersecurity How do you fuck up a text editor Think about that. The tool designed to be the most barebones editor has now been infested with so much shit that its become a vulnerability I wouldnt be surprised either to learn that Notepad is one of the low tier programs you can get assigned to and its just juniors doing whatever the hell they want with it because who gives a fuck about Notepad or something Windows Notepad.exe now has a remote code execution vulnerability. You read that right."
X Link 2026-02-12T20:59Z [--] followers, [--] engagements
"Windows Notepad.exe now has a remote code execution vulnerability. You read that right. Notepad.exe which used to be a simple text editor has had so many network connect features added (including AI and Microsoft account subscriptions) that it now has security vulnerabilities. This CVE is rated as SEVERE and given an [---] score. https://www.cve.org/CVERecordid=CVE-2026-20841 https://www.cve.org/CVERecordid=CVE-2026-20841"
X Link 2026-02-11T20:27Z 28K followers, 987.4K engagements
"Cyber still outperforming IGV $FTNT $CRWD $PANW showing themselves as the strongest pieces of $IGV Once again AI is opening threat vectors and security is still a top spend for IT teams"
X Link 2026-02-12T15:34Z [--] followers, [--] engagements
"Just continuing to gobble up $CRWD shares looking to $440-$480"
X Link 2026-02-12T15:06Z [--] followers, [--] engagements
"Im going all in on $HOOD for earnings Wish me luck This is all my life savings https://t.co/KViokoLc09 Im going all in on $HOOD for earnings Wish me luck This is all my life savings https://t.co/KViokoLc09"
X Link 2026-02-11T00:22Z [--] followers, [--] engagements
"Im going all in on $HOOD for earnings Wish me luck This is all my life savings"
X Link 2026-02-10T21:08Z 11.3K followers, 218.4K engagements
"Be interesting tomorrow to see pair impacts on this this may start giving some support back to players on the infrastructure side of the AI trade $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: https://t.co/Hthr14Igjy $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est."
X Link 2026-02-10T23:34Z [--] followers, [--] engagements
"$NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: $620.0M$621.0M (Est. $615.5M) 🟢; 30% YoY 🔹 Adj. EPS: $0.23 (Est. $0.24) 🟡 🔹 Adj Op Income: $70.0M$71.0M (Est. $80M) 🔴 FY Guide: 🔹 Revenue: $2.785B$2.795B (Est. $2.74B) 🟢 🔹 Adj. EPS: $1.11$1.12 (Est. $1.15) 🔴 🔹 Non-GAAP Op Income: $378.0M$382.0M Financials: 🔹 Free Cash Flow: $99.4M; 16.2% of revenue 🔹 Cash Cash"
X Link 2026-02-10T21:20Z 126.1K followers, 27.8K engagements
"Wild when tax prep isnt the majority of the income for these guys And the tax revenue they do get is from high net worth complex financial picture individuals you arent going to convince the boomers an AI CPA is just as good as a human CPA and rightly so AI tax prep is great if you just have a W2 a [----] and a couple other basic forms you start getting into more complex things you need a CPA to really minimize your tax exposure Again tax prep isnt a huge revenue stream but the portion the AI is disrupting wont be what these guys do for the most part. the AI disruption trade just hit financial"
X Link 2026-02-10T23:30Z [--] followers, [--] engagements
"the AI disruption trade just hit financial services Again. a startup that launched an AI tax planning tool isn't going to replace Schwab anytime soon. But its a real product doing in minutes what advisors charge thousands for. that's all the market needs right now to reprice an entire sector https://twitter.com/i/web/status/2021285446236401730 https://twitter.com/i/web/status/2021285446236401730"
X Link 2026-02-10T18:09Z 66.8K followers, 310.2K engagements
"Software sells off because per seat pricing model is dying AI system pricing model. Also per seat Make it make sense $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo https://t.co/7wUReuMqi8 $SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios"
X Link 2026-02-10T16:33Z [--] followers, [--] engagements
"$SCHW $MS Altruist rolled out an AI tax planning feature inside Hazel that reads client docs like 1040s pay stubs & statements to generate tax strategies and run what-if scenarios without manual entry. Its available to any advisory firm Hazel is priced at $60 per seat/mo"
X Link 2026-02-10T16:30Z 126.1K followers, 175.8K engagements
"Love everyone buying into $HIMS and $NVO you know you dont have to buy a challenged sector yes youre going to say its a great price to buy and that might be true for a [--] year time horizon but why lock up significant capital you could better spend elsewhere on sectors with tailwinds rather than headwinds Keep in mind your time horizon and how long you want to hold onto something. Nothing gets more annoying than seeing something chop sideways for [--] months while other players move upward https://twitter.com/i/web/status/2021041674508525627 https://twitter.com/i/web/status/2021041674508525627"
X Link 2026-02-10T02:00Z [--] followers, [---] engagements
"Green on $PANW leaps - down slightly still on $CRWD Another good day for cyber sec now getting boosted by software buying back up"
X Link 2026-02-09T19:25Z [--] followers, [--] engagements
"Tom Lee bout to show em how to lose all their money in $ETH Congrats to @MrBeast and @Beast team for the acquisiton of @step - Beast acquiring GenZ-focused @step and moving into financial services makes a lot of sense - GenZ are entering their "adulthood" - this journey requires financial education budgeting investing in their futures Congrats to @MrBeast and @Beast team for the acquisiton of @step - Beast acquiring GenZ-focused @step and moving into financial services makes a lot of sense - GenZ are entering their "adulthood" - this journey requires financial education budgeting investing in"
X Link 2026-02-09T18:54Z [--] followers, [--] engagements
"Congrats to @MrBeast and @Beast team for the acquisiton of @step - Beast acquiring GenZ-focused @step and moving into financial services makes a lot of sense - GenZ are entering their "adulthood" - this journey requires financial education budgeting investing in their futures and being good stewards - we see MrBeast and his team providing the needed tools for GenZ And its a great business synergy with everything Beast Industries is involved with 👏👏👏 BitMine looks forward to amplifying these efforts for Beast Industries $BMNR @BitMNR"
X Link 2026-02-09T17:52Z 590K followers, 313.7K engagements
"Annndddd time to reboot that old @teamspeak server Ive got Dont think discord realizes theyre about to lose half their user base. This is being done likely for advertising purposes so they can serve ads and generate revenue potentially trying to sweeten IPO This discord call brought to you in part by Discord will soon be expanding teen safety protections worldwide including teen-by-default settings and age assurance designed to create safer experiences for teens. Were also launching recruitment for Discord's first Teen Council creating a space for teen voices to help shape"
X Link 2026-02-09T17:54Z [--] followers, [--] engagements
"Discord will soon be expanding teen safety protections worldwide including teen-by-default settings and age assurance designed to create safer experiences for teens. Were also launching recruitment for Discord's first Teen Council creating a space for teen voices to help shape our safety and wellbeing work. Applications are now open for US teens ages [----]. Learn more about these updates here: http://dis.gd/teen-safety http://dis.gd/teen-safety"
X Link 2026-02-09T14:12Z 164.7K followers, 18.5M engagements
"Accounting error giving $SMCI vibes $HUBG found an accounting error that understated purchased transportation costs and accounts payable by about $77M over the first nine months of [----] forcing a restatement of 1Q3Q25 results and delaying audited earnings. Analysts warn the issue likely extends into 4Q https://t.co/3PhtM1cO1c $HUBG found an accounting error that understated purchased transportation costs and accounts payable by about $77M over the first nine months of [----] forcing a restatement of 1Q3Q25 results and delaying audited earnings. Analysts warn the issue likely extends into 4Q"
X Link 2026-02-06T21:07Z [--] followers, [---] engagements
"$HUBG found an accounting error that understated purchased transportation costs and accounts payable by about $77M over the first nine months of [----] forcing a restatement of 1Q3Q25 results and delaying audited earnings. Analysts warn the issue likely extends into 4Q resetting margins lower and cutting longer-term earnings power"
X Link 2026-02-06T10:47Z 126.1K followers, 11.2K engagements
"Ya know whose name I dont see here $HOOD More likely that Blackrock Schwab or SoFi get it just a hunch. Gotta pay to playthats the motto now I wouldnt be surprised if multiple brokers are approved though for you to pick from for easy access with your other financials I dont see HOOD coming into play until they pay the troll toll $HOOD: Robinhood has begun internally preparing in case its selected to become a trustee for the project @TrumpAccounts according to people with knowledge of the matter. @Bloomberg $HOOD: Robinhood has begun internally preparing in case its selected to become a"
X Link 2026-02-06T21:01Z [--] followers, [--] engagements
"$HOOD: Robinhood has begun internally preparing in case its selected to become a trustee for the project @TrumpAccounts according to people with knowledge of the matter. @Bloomberg"
X Link 2026-02-06T16:05Z [----] followers, 12.8K engagements
"Yeahtotally Chinas gonna definitely let that happen Ok hear me out for one second. Please do not laugh. Just one second. What if. $HOOD buys $BULL Its literally just a few billion dollars in market cap only now. A fraction of Robinhood. They can easily double their active user count get exposure to intl which oh btw Ok hear me out for one second. Please do not laugh. Just one second. What if. $HOOD buys $BULL Its literally just a few billion dollars in market cap only now. A fraction of Robinhood. They can easily double their active user count get exposure to intl which oh btw"
X Link 2026-02-06T20:53Z [--] followers, [--] engagements
"Ok hear me out for one second. Please do not laugh. Just one second. What if. $HOOD buys $BULL Its literally just a few billion dollars in market cap only now. A fraction of Robinhood. They can easily double their active user count get exposure to intl which oh btw IBKR and SCHW has access to already. And now really own the retail and young Millennial and Gen Z market. Its unthinkable I know. But remember when TD Ameritrade got bought out by Schwab Why not Robinhood and Webull then Not totally crazy right Or do you want to smoke what I am smoking"
X Link 2026-02-06T14:24Z 339.2K followers, 91.7K engagements
"Shocker and its only going to get worse no longer do you need to learn and actually know anything at least when it was just Google you still had to form opinions and do a little reading and digging. now you just get the whole thing spat out by Gemini and copy paste without even reading or comprehending Neuroscientist study reveals that Gen Z has become the first generation to be less intelligent than its predecessor the Millennials. For the first time in [---] years young people are scoring lower than their parents on IQ tests and core skills like memory reading and focus. Neuroscientist study"
X Link 2026-02-06T20:44Z [--] followers, [--] engagements
"Neuroscientist study reveals that Gen Z has become the first generation to be less intelligent than its predecessor the Millennials. For the first time in [---] years young people are scoring lower than their parents on IQ tests and core skills like memory reading and focus. This is happening mainly in the US and Europe. The main cause appears to be excessive screen time and digital device use particularly in schools and social settings. While some suggest Gen Z is just developing different skills research shows actual declines in fundamental problem-solving abilities."
X Link 2026-02-06T08:38Z 5M followers, 5.5M engagements
"My [----] bingo card is printing on there I have Compliance or Regulatory fuck up due to AI cant wait for someones AI to fuck up a piece of compliance and no one catch it because half these tools are being ran with [--] oversight Sorry software engineers and back-office folks. You're being replaced. https://t.co/77jmnulC0C Sorry software engineers and back-office folks. You're being replaced. https://t.co/77jmnulC0C"
X Link 2026-02-06T20:38Z [--] followers, [--] engagements
"Sorry software engineers and back-office folks. You're being replaced"
X Link 2026-02-06T19:33Z 166.2K followers, 72.8K engagements
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