# ![@_SeanDavid Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::16841829.png) @_SeanDavid Sean D. Emory

Sean D. Emory posts on X about $spy, ai, dia, $dia the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::16841829/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16841829/c:line/m:interactions.svg)

- [--] Week [-------] +14%
- [--] Month [-------] +435%
- [--] Months [-------] +119%
- [--] Year [---------] -19%

### Mentions: [--] [#](/creator/twitter::16841829/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16841829/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [---] -68%
- [--] Months [---] +185%
- [--] Year [-----] +214%

### Followers: [------] [#](/creator/twitter::16841829/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16841829/c:line/m:followers.svg)

- [--] Week [------] +0.44%
- [--] Month [------] +1.10%
- [--] Months [------] +3.60%
- [--] Year [------] +5.80%

### CreatorRank: [-------] [#](/creator/twitter::16841829/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::16841829/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5578 [technology brands](/list/technology-brands)  24.24% [finance](/list/finance)  21.21% [cryptocurrencies](/list/cryptocurrencies)  15.76% [social networks](/list/social-networks)  3.64% [countries](/list/countries)  1.82% [currencies](/list/currencies)  1.21% [ncaa football](/list/ncaa-football)  0.61% [automotive brands](/list/automotive-brands)  0.61% [fashion brands](/list/fashion-brands)  0.61%

**Social topic influence**
[$spy](/topic/$spy) 20%, [ai](/topic/ai) #4407, [dia](/topic/dia) 10.91%, [$dia](/topic/$dia) 10.3%, [$zm](/topic/$zm) #13, [$xyz](/topic/$xyz) #2, [anthropic](/topic/anthropic) #3276, [growth](/topic/growth) #720, [$googl](/topic/$googl) 3.64%, [business](/topic/business) 3.03%

**Top accounts mentioned or mentioned by**
[@marcusitb](/creator/undefined) [@thebenschmark](/creator/undefined) [@jijnaasuquotes](/creator/undefined) [@specialsitsnews](/creator/undefined) [@airbreather1980](/creator/undefined) [@1aminvesting](/creator/undefined) [@mrbdelany](/creator/undefined) [@dailychartbook](/creator/undefined) [@quatoofcapital](/creator/undefined) [@stocktwits](/creator/undefined) [@reggietherocke1](/creator/undefined) [@tomfgoodwin](/creator/undefined) [@jessecoheninv](/creator/undefined) [@avoryco](/creator/undefined) [@mariocibelli](/creator/undefined) [@dennisihong](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@firstadopter](/creator/undefined) [@bearlyai](/creator/undefined) [@pitdesi](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [DIA (DIA)](/topic/$dia) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Block, Inc. (XYZ)](/topic/$xyz) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [LegalZoom.com, Inc.  (LZ)](/topic/$lz) [Starbucks Corporation (SBUX)](/topic/$sbux) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mastercard, Inc. (MA)](/topic/$ma) [Under Armour Inc Class A (UAA)](/topic/$uaa) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [Rally (RLY)](/topic/rally) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Adappter Token (ADP)](/topic/$adp) [Decentral Games (DG)](/topic/$dg) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [CoreWeave, Inc (CRWV)](/topic/$crwv) [WIX.com Ltd. (WIX)](/topic/$wix) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Dutch Bros, Inc. (BROS)](/topic/$bros) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Snap, Inc. (SNAP)](/topic/$snap) [monday.com Ltd. (MNDY)](/topic/$mndy) [Twilio, Inc. (TWLO)](/topic/$twlo) [Roblox Corp. (RBLX)](/topic/$rblx) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Becoming clearer for security that AI agents will: Scale cyberattacks faster than humans can. Enable dark AI tools for phishing and malware At the same time AI agents will finally help close the security talent gap in SOCs over the next few years. Security becomes an AI-vs-AI arms race"  
[X Link](https://x.com/_SeanDavid/status/2021255351748690224)  2026-02-10T16:10Z 21.3K followers, [---] engagements


"@tomfgoodwin Im assuming you didnt know $ZM had a leading Cloud Phone product A growing contact center and leading ai small language models"  
[X Link](https://x.com/_SeanDavid/status/2021395489393139885)  2026-02-11T01:26Z 21.3K followers, [----] engagements


"Love the confidence / goal from LegalZoom CEO when asked what would a strong [----] look like He stated. A $30 stock price Which is 3x todays price. He then goes ahead and lays out the how. Love it and we agree as recent shareholders. $LZ"  
[X Link](https://x.com/_SeanDavid/status/2000370989348028696)  2025-12-15T01:03Z 21.2K followers, [---] engagements


"People finally talking about business formations. 😊 Why we own $LZ 75% now subscription business. Sub revenue went from 1% growth to 13% Trading sub 10x FCF Business formations in the US are picking up. Jan: 393K vs. 454K [----] (13%) Feb: 426K vs. 441K (3%) Mar: 454K vs. 429K (+6%) Apr: 450K vs. 428K (+5%) May: 447K vs. 423K (+6%) Business formations in the US are picking up. Jan: 393K vs. 454K [----] (13%) Feb: 426K vs. 441K (3%) Mar: 454K vs. 429K (+6%) Apr: 450K vs. 428K (+5%) May: 447K vs. 423K (+6%)"  
[X Link](https://x.com/_SeanDavid/status/2008959189549502653)  2026-01-07T17:49Z 21.2K followers, [---] engagements


"This too. My theory. More AI = more new business $LZ @JesseCohenInv Bad take. Biggest users of AI tools are the 18-25 bracket. No job = create a job/company We may actually see biggest influx of new business formation due to ease of doing so and necessity to do so. Powerful combo. PS Business formation in US +12% Y/Y highest in [--] years. @JesseCohenInv Bad take. Biggest users of AI tools are the 18-25 bracket. No job = create a job/company We may actually see biggest influx of new business formation due to ease of doing so and necessity to do so. Powerful combo. PS Business formation in US"  
[X Link](https://x.com/_SeanDavid/status/2008959559667470487)  2026-01-07T17:50Z 21.2K followers, [---] engagements


"Been tracking the $ZM Anthropic story for a while. Heres my email last year back and forth with team there. I think it may be material. Love people catching on to story one way or another. Damn William Power not going to give me credit for the $ZM call. 🤔 Damn William Power not going to give me credit for the $ZM call. 🤔"  
[X Link](https://x.com/_SeanDavid/status/2015957284388483430)  2026-01-27T01:17Z 21.2K followers, [----] engagements


"Watch out shorts $ZM"  
[X Link](https://x.com/_SeanDavid/status/2016134859035435483)  2026-01-27T13:03Z 21.2K followers, [---] engagements


"Another sell-side analyst somehow figuring out $ZM made an investment in Anthropic. 🤷♂"  
[X Link](https://x.com/_SeanDavid/status/2016151483054502135)  2026-01-27T14:09Z 21.2K followers, [----] engagements


"Zoom is our largest position today: $ZM Just shared this with the team at @AvoryCo (yes we use Zoom Team Chat). What were hearing from consultants and resellers is pretty consistent. They feel good about Zoom momentum. If you want to see a company benefiting from AI demand not just selling AI infrastructure this is a good example. Quote from the channel check: "New AI-driven features are seen as future growth drivers with AI as a key differentiator and Zoom is gaining share in voice due to integrated video capabilities." https://twitter.com/i/web/status/2016154555298230408"  
[X Link](https://x.com/_SeanDavid/status/2016154555298230408)  2026-01-27T14:21Z 21.2K followers, [----] engagements


"Zoom has a bunch of Ai investments: Sharing more of my HW: $zm We have been discussing Zoom's investment in Anthropic for a while. valued likely somewhere between $1b-$3.5B but it does not stop there. they also invested in Coreweave and Perplexity. Here is rough math on CoreWeave: $CRWV We know headlines hit that Zoom Ventures invested in the Dec [----] secondary round: That round valued CoreWeave at roughly $7B post-money. They raised around $650m Zoom reported $70.5M of total strategic investments in FY24 with $17.7M occurring in Q4 FY24 (ended 1/31/24) per the cash flow statement. I think we"  
[X Link](https://x.com/_SeanDavid/status/2016167469870657698)  2026-01-27T15:12Z 21.2K followers, [----] engagements


"Some good news this am. $WIX announces massive $2B buyback $LZ added to small cap [---] index 💪🏼"  
[X Link](https://x.com/_SeanDavid/status/2016486985133666446)  2026-01-28T12:22Z 21.2K followers, [----] engagements


"In [----] we said it would take time for $SBUX to execute on its plan. We trusted Brian Niccol at $CMG in [----]. He delivered for us and our investors. This time was different from the jump. Starbucks had to shrink to grow. Makes sense We said it from the beginning. Too many stores Too many concepts No in-store vibe Broken processes Now we made the investment weeks back in our strategy. Niccol has firmed the foundation. Now he has room to grow the business. This will not be a Chipotle-level outcome. But with him at the helm this can be a consistent compounder. Starbucks long close your eyes:"  
[X Link](https://x.com/_SeanDavid/status/2016497333718896999)  2026-01-28T13:03Z 21.2K followers, [----] engagements


"Zoom is our largest holding and heres another reason why. Surprise. Zoom AI just topped the Agents with Tools leaderboard. Hugging Faces latest results put Zooms AI Companion ahead of OpenAI and Gemini on Humanitys Last Exam. Did not have that on my AI bingo card. HLE is designed to move past saturated tests with expert level questions across math science and the humanities. Nearly [----] experts involved across [--] countries. Zoom ranked #1 across the full task set and in text only agent use cases. Whoa. $ZM $MSFT https://twitter.com/i/web/status/2016543297443950828"  
[X Link](https://x.com/_SeanDavid/status/2016543297443950828)  2026-01-28T16:06Z 21.2K followers, [----] engagements


"How about gaming at Microsoft -9.5%: $MSFT No longer the Covid hangover and lapped -7.5%"  
[X Link](https://x.com/_SeanDavid/status/2016640929180848469)  2026-01-28T22:33Z 21.2K followers, [----] engagements


"ServiceNow renewal rates moved back up to 98%: $NOW Software renewals rising My view is AI embedded directly into software stacks is actually a churn reducer. When the product gets smarter switching gets harder. Peep Zoom: $ZM record low churn after launching AI Companion. AI locking in the base. https://twitter.com/i/web/status/2016659199149650020 https://twitter.com/i/web/status/2016659199149650020"  
[X Link](https://x.com/_SeanDavid/status/2016659199149650020)  2026-01-28T23:46Z 21.2K followers, [----] engagements


"Trying to add some color here to distill a lot of the fear and confusion around AI in software. And more importantly where the opportunity actually is. My view is pretty simple. AI agents are the next generation of workflow automation. An extension not a replacement. Key difference. Ive been in this space a while now so some context matters. Before agents the big unlock was automations embedded inside software platforms. Remember when that felt like a real breakthrough It did. Companies like monday dot com Notion Salesforce Wix and others pushed hard into: Rules-based automations Triggers and"  
[X Link](https://x.com/_SeanDavid/status/2017632735532032141)  2026-01-31T16:15Z 21.2K followers, [---] engagements


"Dont see the tangible relationship of $PYPL weakness on other names. PayPal's weakness was concentrated in its consumer facing branded checkout product with Venmo and debit as actually performing well. Thats a good read to $XYZ despite the noise"  
[X Link](https://x.com/_SeanDavid/status/2018737478002237644)  2026-02-03T17:24Z 21.2K followers, [----] engagements


"Starbucks up today. Pretty sure group of ai robots will build their own cafe and take them out. $SBUX"  
[X Link](https://x.com/_SeanDavid/status/2018779299575222581)  2026-02-03T20:11Z 21.2K followers, [---] engagements


"Google showing that while the AI narrative was that "search is dead". Google Search +18% growth highest growth rate SINCE [----]. Maybe just maybe. Like we saw from Meta that Ai enhances great businesses with massive distribution. Cough Cough been in class software. $IGV $GOOGL https://twitter.com/i/web/status/2019167058571739287 https://twitter.com/i/web/status/2019167058571739287"  
[X Link](https://x.com/_SeanDavid/status/2019167058571739287)  2026-02-04T21:51Z 21.2K followers, [----] engagements


"I am a big snapchat fan and think there is a ton of value in the size and scale of the user base. However I cannot help to notice the -6% drop in North American users. $SNAP"  
[X Link](https://x.com/_SeanDavid/status/2019169023733252465)  2026-02-04T21:59Z 21.2K followers, [----] engagements


"@AirBreather1980 @mario_cibelli You dont need to own the hotel to make money from it"  
[X Link](https://x.com/_SeanDavid/status/2019229015450505217)  2026-02-05T01:58Z 21.2K followers, [--] engagements


"Looks like SaaS is seeing some strength. This from Thoma Bravos software book. +22% Y/Y and accelerating $IGV $MNDY"  
[X Link](https://x.com/_SeanDavid/status/2019238343322796315)  2026-02-05T02:35Z 21.2K followers, [----] engagements


"Wolfe with a positive note this am on Zoom. Very much the same pillars we are focused on to drive growth plus multiple expansion. On top of their investment in Anthropic which is still likely under appreciated at this time. $ZM"  
[X Link](https://x.com/_SeanDavid/status/2019406021387559231)  2026-02-05T13:41Z 21.2K followers, [----] engagements


"@1amInvesting @dennisihong Theyd choose azure or aws and attach to OpenAi the no Or independent neo clouds for compute"  
[X Link](https://x.com/_SeanDavid/status/2019407184270926061)  2026-02-05T13:46Z 21.2K followers, [--] engagements


"@TheBenSchmark Yeah I think voice is underrated and $ZM will likely be huge here with contact center and their Zoom phone business. Could see a $TWLO moment here"  
[X Link](https://x.com/_SeanDavid/status/2019434964690018647)  2026-02-05T15:36Z 21.2K followers, [---] engagements


"Very healthy quarter from $RBLX Comping the comp"  
[X Link](https://x.com/_SeanDavid/status/2019537041617481986)  2026-02-05T22:22Z 21.2K followers, [---] engagements


"@MrBDelany @AggieCapitalist The point here wasnt any of that. More demand signals vs cash flow"  
[X Link](https://x.com/_SeanDavid/status/2019557256375988423)  2026-02-05T23:42Z 21.2K followers, [----] engagements


"More excellent read outs from Zoom. Here IT reseller: high-retention multi-product platform with improving competitive momentum. $ZM"  
[X Link](https://x.com/_SeanDavid/status/2019737178583273501)  2026-02-06T11:37Z 21.2K followers, [----] engagements


"TikTok uninstall rate rises sharply. $META"  
[X Link](https://x.com/_SeanDavid/status/2020136976209305680)  2026-02-07T14:06Z 21.2K followers, [---] engagements


"March 2020like behavior in software. Those days felt driven primarily by liquidation and technical pressure with fundamentals taking somewhat of a backseat"  
[X Link](https://x.com/_SeanDavid/status/2020212725767442586)  2026-02-07T19:07Z 21.2K followers, [---] engagements


"@firstadopter Alphabet core search business grew 18% . the highest growth rate since [----] the highest growth rate since the launch of ChatGPT"  
[X Link](https://x.com/_SeanDavid/status/2020296596530106707)  2026-02-08T00:40Z 21.2K followers, [---] engagements


"Prime Book US single stocks just printed one of the highest shorting spikes weve seen in years. Yeah. That usually not a bearish signal"  
[X Link](https://x.com/_SeanDavid/status/2020454062467018901)  2026-02-08T11:06Z 21.2K followers, [---] engagements


"@bearlyai Word should have been their ChatGPT"  
[X Link](https://x.com/_SeanDavid/status/2020592334786990273)  2026-02-08T20:15Z 21.2K followers, [--] engagements


"On earnings call backs Ive asked about [--] management teams this week are the looking to build their own software. I asked CRM HCM CX and others. Main answer was no shot. They are in the business of selling their business solutions"  
[X Link](https://x.com/_SeanDavid/status/2020981787279630757)  2026-02-09T22:03Z 21.2K followers, [----] engagements


"May of these ai chat tools are literally sub + consumption. Even many of the infrastructure related software tools like snowflake or even AWS you buy a minimum threshold of credit and then anything above that is on a consumption basis. So [--] year commit of x and anything above is Y https://twitter.com/i/web/status/2021261916383932430 https://twitter.com/i/web/status/2021261916383932430"  
[X Link](https://x.com/_SeanDavid/status/2021261916383932430)  2026-02-10T16:36Z 21.2K followers, [--] engagements


"@marcusitb @dailychartbook CFOs will not just allow unlimited spend. They love seat based predictable spend. Its why commits or subscriptions are widespread. Is your view all spend is flexible"  
[X Link](https://x.com/_SeanDavid/status/2021313951040934240)  2026-02-10T20:02Z 21.2K followers, [--] engagements


"Add $XYZ to the mix. Block bonds havent budged. If software was actually going away wouldnt the bonds collapse Heres Salesforce over the last [--] months. Equity down materially Bonds basically flat around par Thats a big tell. The stock market is debating growth AI disruption multiples. The bond market is https://t.co/FB1BNifLlE If software was actually going away wouldnt the bonds collapse Heres Salesforce over the last [--] months. Equity down materially Bonds basically flat around par Thats a big tell. The stock market is debating growth AI disruption multiples. The bond market is"  
[X Link](https://x.com/_SeanDavid/status/2022142239661801720)  2026-02-13T02:54Z 21.3K followers, [----] engagements


"This is the law in software. Inertia matters Data gravity wins Incumbents with distribution and proprietary data consolidate spend That is it"  
[X Link](https://x.com/_SeanDavid/status/2018038392869605838)  2026-02-01T19:07Z 21.3K followers, [---] engagements


"Zillow seeing something you are not. $Z"  
[X Link](https://x.com/_SeanDavid/status/2019513117240160565)  2026-02-05T20:47Z 21.3K followers, [----] engagements


"When does $MSFT $GOOGL $AMZN Look to Zoom as M&A just to own largest compilation of communication data and increase their Anthropic stake They could probably run Zoom at 60% contribution margins cutting their purchase price by 40%. $ZM Kudos to @TheBenSchmark for making this crystal clear. Zoom is the best non-direct public way to own Anthropic: $ZM The math is again is Zoom put $51M into Anthropic in [----]. After dilution thats likely around a 0.60.8% stake today. At current estimates that stake is https://t.co/Lnn4eletFZ Kudos to @TheBenSchmark for making this crystal clear. Zoom is the best"  
[X Link](https://x.com/_SeanDavid/status/2020576954949435619)  2026-02-08T19:14Z 21.3K followers, 18.1K engagements


"Get long. Super long. Software only. Our US Panic Index is now a [---] / [--] - Going back [--] years here is what happened after we crossed above [--]. -Cullen Morgan Goldman Sach https://t.co/OJ0ZCn9CQy Our US Panic Index is now a [---] / [--] - Going back [--] years here is what happened after we crossed above [--]. -Cullen Morgan Goldman Sach https://t.co/OJ0ZCn9CQy"  
[X Link](https://x.com/_SeanDavid/status/2020698676449218896)  2026-02-09T03:18Z 21.3K followers, 18.7K engagements


"Import price 0%. EST .1%"  
[X Link](https://x.com/_SeanDavid/status/2021216156745351531)  2026-02-10T13:34Z 21.3K followers, [---] engagements


"@JijnaasuQuotes Two good ones. Big fan of netskope but are they able to get into better financial place"  
[X Link](https://x.com/_SeanDavid/status/2021262667671798008)  2026-02-10T16:39Z 21.3K followers, [--] engagements


"@marcusitb @dailychartbook Those interactions are not free. They are tokens. When you use Snowflake each query you do to the database is compute. So if you have all these agents that are working then your spend can multiply fast. So its not as easy as one agent replaces seats. Lots of nuances"  
[X Link](https://x.com/_SeanDavid/status/2021319809808355698)  2026-02-10T20:26Z 21.3K followers, [--] engagements


"I think were talking past each other a bit. Youre right that traditional SaaS pricing is per seat today and if nothing changes agents compress seat count. My point is that agents turn software from a passive tool into more like an active system. Ie agentss This agents create variable cost at the infrastructure layer and historically that cost always gets priced over time. That can mean fewer seats acting as control planes with usage layered on top through commits allowances or tiers. With that that doesnt kill growth exactly. It can increase it for many with the consumption. Now that wont be"  
[X Link](https://x.com/_SeanDavid/status/2021344897337356335)  2026-02-10T22:05Z 21.3K followers, [--] engagements


"@pitdesi But Zoom has $3B worth of Anthropic Kudos to @TheBenSchmark for making this crystal clear. Zoom is the best non-direct public way to own Anthropic: $ZM The math is again is Zoom put $51M into Anthropic in [----]. After dilution thats likely around a 0.60.8% stake today. At current estimates that stake is https://t.co/Lnn4eletFZ Kudos to @TheBenSchmark for making this crystal clear. Zoom is the best non-direct public way to own Anthropic: $ZM The math is again is Zoom put $51M into Anthropic in [----]. After dilution thats likely around a 0.60.8% stake today. At current estimates that"  
[X Link](https://x.com/_SeanDavid/status/2021377406192452076)  2026-02-11T00:15Z 21.3K followers, [---] engagements


"How heavy is the AI buildout relative to history. AT&T CapEx as % of operating cash flow 2001: 65% 2002: 67% 2003: 93% Exxon 2001: 56% 2002: 61% 2003: 73% Microsoft 2023: 34% 2024: 44% 2025P: 54% Google 2023: 32% 2024: 42% 2025P: 55% Meta 2023: 36% 2024: 41% 2025P: 65% Amazon 2023: 62% 2024: 72% 2025P: 80% Oracle 2023: 41% 2024: 53% 2025P: 135% $MSFT $AMZN $ORCL $NVDA Source: CapitalIQ / a16z https://twitter.com/i/web/status/2021377896711876832 https://twitter.com/i/web/status/2021377896711876832"  
[X Link](https://x.com/_SeanDavid/status/2021377896711876832)  2026-02-11T00:17Z 21.3K followers, [----] engagements


"@nalinrajput23 Doesnt matter Im vibe coding entire stack"  
[X Link](https://x.com/_SeanDavid/status/2021736940278886559)  2026-02-12T00:03Z 21.3K followers, [--] engagements


"Visa calling out Block on the earnings call: $XYZ They dont call out many players. But call out was Cash App Visa Debit Flex Card pilot With Afterpay embedded directly into a Visa credential and use case was the Pay over time anywhere Visa is accepted $V"  
[X Link](https://x.com/_SeanDavid/status/2018057932982702375)  2026-02-01T20:24Z 21.3K followers, 11.1K engagements


"Bluesky and Substack app downloads really took off in [----]. Worth remembering: the founder of $XYZ Jack Dorsey launched Bluesky back in [----]. Six years later its having its moment. Another win for him broadly even though Bluesky is now independent. The numbers looked like this. Bluesky +230% Y/Y MAUs in [----] Substack +143% Y/Y MAUs https://twitter.com/i/web/status/2019109709802877193 https://twitter.com/i/web/status/2019109709802877193"  
[X Link](https://x.com/_SeanDavid/status/2019109709802877193)  2026-02-04T18:04Z 21.3K followers, [----] engagements


"The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything. Developers Non technical teams Simple daily workflows Deep complex systems across the enterprise If software were dead Atlassian would be feeling it first. The questions I had going in: Is AI creating pricing pressure Are seats getting consolidated Is net new demand slowing Heres what actually showed up. Pricing pressure Revenue +23% Y/Y. Cloud +26% Y/Y. Expanding margins. Thats higher ARPU and upsell not"  
[X Link](https://x.com/_SeanDavid/status/2019529170674459101)  2026-02-05T21:50Z 21.3K followers, 71.2K engagements


"Love it. $XYZ Pay now or pay later. Just flick a switch. @AfterpayUSA on Cash App Card. Aka APCAC. Well done team 👏 https://t.co/AC4AN6JhLX Pay now or pay later. Just flick a switch. @AfterpayUSA on Cash App Card. Aka APCAC. Well done team 👏 https://t.co/AC4AN6JhLX"  
[X Link](https://x.com/_SeanDavid/status/2019784436439494975)  2026-02-06T14:45Z 21.3K followers, [----] engagements


"Paylocity Earnings Call today where they beat and raised guidance. They are HCM vendor: $PCTY But I think these point to stable labor market small/mid size businesses wanting trusted partners. weve seen a relative level of stability across the market from an employees-on-the-platform perspective. we have average client size around [---] employees. They find significant value in a single vendor providing a broad swath of solutions on the platform. December is certainly a high point from a client service interaction perspective a huge amount of volume coming through the system in January with new"  
[X Link](https://x.com/_SeanDavid/status/2019578577281331250)  2026-02-06T01:07Z 21.3K followers, [---] engagements


"Kudos to @TheBenSchmark for making this crystal clear. Zoom is the best non-direct public way to own Anthropic: $ZM The math is again is Zoom put $51M into Anthropic in [----]. After dilution thats likely around a 0.60.8% stake today. At current estimates that stake is already worth $2B+ which is roughly 10% of Zooms entire enterprise value. All else being equal if we assume a meaningful share of future software value aggregates to frontier model platforms like Anthropic and Claude then the upside gets hard to ignore. Just to frame it: If Anthropic is worth $1T Zooms stake is $7B At $2T its"  
[X Link](https://x.com/_SeanDavid/status/2020575005667430702)  2026-02-08T19:06Z 21.3K followers, [----] engagements


"Interesting divergence here. SAP Cloud sales growth stays in the low to mid-20s range even with some normalization Microsoft [---] Commercial continues to decelerate drifting toward low-teens growth $SAP $MSFT"  
[X Link](https://x.com/_SeanDavid/status/2021620102014112208)  2026-02-11T16:19Z 21.3K followers, [---] engagements


"Open Ai uses Slack"  
[X Link](https://x.com/_SeanDavid/status/2022129641603883196)  2026-02-13T02:04Z 21.3K followers, [----] engagements


"If software was actually going away wouldnt the bonds collapse Heres Salesforce over the last [--] months. Equity down materially Bonds basically flat around par Thats a big tell. The stock market is debating growth AI disruption multiples. The bond market is asking one question: Can Salesforce service its debt And the answer based on price action is clearly yes. $CRM $IGV https://twitter.com/i/web/status/2022141758625165549 https://twitter.com/i/web/status/2022141758625165549"  
[X Link](https://x.com/_SeanDavid/status/2022141758625165549)  2026-02-13T02:52Z 21.3K followers, [----] engagements


"Oh how about ServiceNow $NOW Add $XYZ to the mix. Block bonds havent budged. https://t.co/SO2QDMJCtU Add $XYZ to the mix. Block bonds havent budged. https://t.co/SO2QDMJCtU"  
[X Link](https://x.com/_SeanDavid/status/2022142441168801910)  2026-02-13T02:55Z 21.3K followers, [----] engagements


"@QuatoofCapital Uh. Not sure if youve seen the news but software is said to be going away and therefore no money left to pay debt. Credit market for may software names snoozing to it"  
[X Link](https://x.com/_SeanDavid/status/2022296770617766227)  2026-02-13T13:08Z 21.3K followers, [--] engagements


"No consumer issues at First Watch: $FWRG Q3 [----] Strong quarter across the board. Beat and implied raise. Same-restaurant sales +7.1% traffic +2.6% total revenue +25.6%. EBITDA hit $34.1M up from $25.6M last year. Full-year guide now calling for: +4% SSS growth +1% traffic +2021% revenue $123M EBITDA (top end of prior range) Net openings tracking [----] restaurants for the year with steady capex around $150M. I would say: First Watch continues to separate from the broader casual dining pack steady traffic disciplined expansion and firm profitability. Entering Q4 with clear momentum and guidance"  
[X Link](https://x.com/_SeanDavid/status/1985683834654929330)  2025-11-04T12:21Z 21.3K followers, [----] engagements


"A banger from Eric Sheridan on $GOOGL earnings call Over the last couple of earnings calls weve talked a lot about imbalances between demand and capacity for AI both internally and externally. With the step function change and absolute capital dollars youre projecting now in [----] can you talk about the pathway to closing the gaps or the need for compute both internally and externally and how to think about some of the outputs of closing that gap as the year progresses This was an intelligent way to try and get Sundar to share their view on peak cycle. Thats how its done."  
[X Link](https://x.com/_SeanDavid/status/2019228241282682987)  2026-02-05T01:55Z 21.3K followers, [----] engagements


"Did Sundar just give the green light for software to rally We have very very good SaaS customers who are leaders in their respective categories. The successful companies are incorporating Gemini deeply into critical workflows. Companies seizing the moment have the same opportunity ahead. Then we got this If I look at it in terms of token usage the growth has been very robust in Q4. Buckle up $IGV $CRM $NOW $INTU $GOOGL https://twitter.com/i/web/status/2019234240647303292 https://twitter.com/i/web/status/2019234240647303292"  
[X Link](https://x.com/_SeanDavid/status/2019234240647303292)  2026-02-05T02:18Z 21.3K followers, [----] engagements


"Another healthy result for Zillow: $Z Growth well ahead of housing activity with Rentals + Mortgages performing well. Beat their guidance again and significantly outperforming industry and expects teens growth + more margin expansion while users grew 8% in the quarter. Share count down and expects SBC down 10%. Zillow grew revenue +18% Y/Y in Q4 while the housing market was roughly +3%. Big gap. Look at average monthly users: 221M +8% Y/Y Key metrics Revenue: $654M +18% Y/Y Adjusted EBITDA: $149M +33% Y/Y EBITDA margin: 23% +260 bps Y/Y Mortgage attach rate + productivity is quietly becoming"  
[X Link](https://x.com/_SeanDavid/status/2021335134104899914)  2026-02-10T21:27Z 21.3K followers, [----] engagements


"Been saying Meta is top AI play. Cleanest play. Capital to value. ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital"  
[X Link](https://x.com/_SeanDavid/status/2021739549479796937)  2026-02-12T00:14Z 21.3K followers, [----] engagements


"@SpecialSitsNews Smaller point solution vendors maybe. Not seeing it in most in IGV atleast"  
[X Link](https://x.com/_SeanDavid/status/2022297087799431320)  2026-02-13T13:09Z 21.3K followers, [--] engagements


""Square restaurant transaction volume growthaccelerated meaningfully in 2Q25 and continued its momentum QTD through August. At the same time average order valuealso moved higher" - $XYZ"  
[X Link](https://x.com/_SeanDavid/status/1975615653756477829)  2025-10-07T17:34Z 20.9K followers, [----] engagements


"EV resale values are falling like a stone. According to Cox Automotive 3-year-old EVs now retain just 45% of their original MSRP compared to 65% for gas vehicles and 70% for hybrids"  
[X Link](https://x.com/_SeanDavid/status/1975701931831054536)  2025-10-07T23:17Z 20.9K followers, [----] engagements


"@ElectricPineAve You mean like selling online products"  
[X Link](https://x.com/_SeanDavid/status/1976049920604852422)  2025-10-08T22:19Z 20.9K followers, [---] engagements


"$BTC Huge shout out to Square for making it easy for 4M Square merchants to accept Bitcoin. For them itll be just another payment option for Bitcoin payments a huge unlock. Huge shout out to Square for making it easy for 4M Square merchants to accept Bitcoin. For them itll be just another payment option for Bitcoin payments a huge unlock"  
[X Link](https://x.com/_SeanDavid/status/1976050155129393450)  2025-10-08T22:20Z 20.9K followers, [----] engagements


"The man the myth the legend. 👇🏼 $XYZ Exciting news for Bitcoin Bitcoiners and Square merchants Starting Nov [--] 4M+ Square merchants in the US can accept Bitcoin payments with 0% fees. Square terminals now make living on a Bitcoin Standard easier than ever. Bitcoin is becoming everyday money providing low-cost https://t.co/sBLtCUjuuX Exciting news for Bitcoin Bitcoiners and Square merchants Starting Nov [--] 4M+ Square merchants in the US can accept Bitcoin payments with 0% fees. Square terminals now make living on a Bitcoin Standard easier than ever. Bitcoin is becoming everyday money"  
[X Link](https://x.com/_SeanDavid/status/1976459096523235768)  2025-10-10T01:25Z 20.9K followers, [----] engagements


"App check: Cash App #1 this Sunday night $XYZ"  
[X Link](https://x.com/_SeanDavid/status/1977525448260071668)  2025-10-13T00:03Z 20.9K followers, [----] engagements


"If I call hotel for concierge or the spa at a nice hotel. I probably want a person. Yes they will service a task. But the experience benefits from connection. Businesses will decide what they want to emphasize. People go to grocery store because it stimulates them. Some go with grocery list some buy ad hoc find new sauces ask butcher questions etc"  
[X Link](https://x.com/_SeanDavid/status/1978130585211019728)  2025-10-14T16:07Z 20.9K followers, [--] engagements


"And there is your housing market signal. Removing one of the pressures on mortgages"  
[X Link](https://x.com/_SeanDavid/status/1978138437162078543)  2025-10-14T16:38Z 20.9K followers, [----] engagements


"1/3 of that Instacart revenue is their growing ads business. Not to take away from your point. Yes 17% of grocery shopping is done online. Of which nearly half of that is pick up. But still 83% is not. Its [----] Also sounds like CVS once again introducing a crappy product lol"  
[X Link](https://x.com/_SeanDavid/status/1978150639491285123)  2025-10-14T17:27Z 20.9K followers, [--] engagements


"Sam Altman mentioned this week that OpenAI currently runs on about [--] GW of energy. Much less than I would have thought That [--] GW powers everything we use today plus the research happening quietly in the background. Industry consensus now says we may need hundreds of GW to reach the next stage of AI. Thats roughly 50x todays power capacity. That suggests two things: [--] GW of compute has already produced a lot of knowledge. The assumption that scaling laws continue linearly is doing a lot of heavy lifting. The question is: how much of that forecast is reality vs. hope Like real open question to"  
[X Link](https://x.com/_SeanDavid/status/1978238642091892761)  2025-10-14T23:17Z 20.9K followers, [----] engagements


"@foso_defensivo Why would he separate it out And per token the energy density should be less on inference no"  
[X Link](https://x.com/_SeanDavid/status/1978249090568774120)  2025-10-14T23:58Z 20.9K followers, [---] engagements


"This is AI in a nutshell. This is why we need compute. To compute massive matrices. All in parallel all day every day"  
[X Link](https://x.com/_SeanDavid/status/1978801356749070463)  2025-10-16T12:33Z 20.9K followers, [---] engagements


"Sports betting going global"  
[X Link](https://x.com/_SeanDavid/status/1978944237614907621)  2025-10-16T22:00Z 20.9K followers, [---] engagements


"Hard Hitters: Year to Date Loses $BBY -37% $ADT -28% $IGT -17% $SLM -16.4% $CLF -16% $WHR -15.4%"  
[X Link](https://x.com/_SeanDavid/status/430434102475382784)  2014-02-03T20:14Z 20.3K followers, [--] engagements


"All the information you need right now for the markets. Take a look http://t.co/I06BWIwoMs $spy $qqq $dia $tlt $eem $rsx $fb $fez $AIA $EMB http://stks.co/p0ZsI http://stks.co/p0ZsI"  
[X Link](https://x.com/_SeanDavid/status/492111127669911552)  2014-07-24T00:56Z 20.3K followers, [--] engagements


"Is it Time to Buy Frontier Markets http://t.co/Y4YEqq6Pun #isis #tgif #frontier #texas #LaborDay http://tinyurl.com/kgxpewv http://tinyurl.com/kgxpewv"  
[X Link](https://x.com/_SeanDavid/status/505423143549550592)  2014-08-29T18:34Z 20.2K followers, [--] engagements


"Heartbreaker for the knights. #ucf #UCFvsPennState"  
[X Link](https://x.com/_SeanDavid/status/505745157791444994)  2014-08-30T15:53Z 20.3K followers, [--] engagements


"$LULU Expected move on earnings is 10% high/low"  
[X Link](https://x.com/_SeanDavid/status/542707723100372993)  2014-12-10T15:49Z 20.3K followers, [--] engagements


"Verifone has a natural tailwind behind it. Check out these figures. $pay $twenty15 @MobilePayToday http://t.co/4JoUB7CzxX"  
[X Link](https://x.com/_SeanDavid/status/548866086545145857)  2014-12-27T15:40Z 20.3K followers, [---] engagements


"Market Meter: Here are the top S&P stocks by market cap. Their perf and the conviction $spy $cvx $bac $intc $AAPL http://t.co/zwybDFgsdY"  
[X Link](https://x.com/_SeanDavid/status/553685015926951937)  2015-01-09T22:49Z 20.2K followers, [--] engagements


"Updated the weekly page: Touches on risk small cap picks and chart of the week. http://t.co/Fv4lFXJwBI $coh $spy $dia $qqq $advs $thrm http://stks.co/j1vQz http://stks.co/j1vQz"  
[X Link](https://x.com/_SeanDavid/status/573960529741377536)  2015-03-06T21:37Z 20.4K followers, [--] engagements


"NEW POST: Are you exposed to Dollar Strength http://t.co/f3vYJB2rJL #euro #usd #dollar #fed http://t.co/6gJHzyHCXS http://tinyurl.com/ofht7ag http://tinyurl.com/ofht7ag"  
[X Link](https://x.com/_SeanDavid/status/575653269067857920)  2015-03-11T13:43Z 20.3K followers, [--] engagements


"$LULU this one surprises me every time"  
[X Link](https://x.com/_SeanDavid/status/581121274333696001)  2015-03-26T15:51Z 20.3K followers, [--] engagements


"The dollar rally just started. no it started in [----]. $USDX $DXY tlt $xle http://t.co/on5KFgkrGU"  
[X Link](https://x.com/_SeanDavid/status/583001193636438017)  2015-03-31T20:21Z 20.2K followers, [--] engagements


"All your earnings news found here. http://t.co/p89sCGNMUh $spy $dia $qqq $FFIV $ba $fb $xle $XLP http://t.co/6Wpx0jPl2C http://stks.co/f2AGj http://stks.co/f2AGj"  
[X Link](https://x.com/_SeanDavid/status/590642707594420226)  2015-04-21T22:26Z 20.3K followers, [--] engagements


"Here is the market check sheet for the day. $spy $dia $qqq $HOG $cmg $pek $ewj $xel $RIG http://t.co/igXPbl4t3j"  
[X Link](https://x.com/_SeanDavid/status/590644722923925504)  2015-04-21T22:34Z 20.2K followers, [--] engagements


"The Daily Market Meter: http://t.co/zmeqZUB6f4 $SPY $DIA $QQQ $TLT $LUV $AAL http://t.co/mQnMwjQ2mh http://stks.co/f2TED http://stks.co/f2TED"  
[X Link](https://x.com/_SeanDavid/status/605483175880462336)  2015-06-01T21:16Z 20.2K followers, [--] engagements


"Highest relative volume coming from $OKE $BAX $KMI $LLY $CTXS . On the bottom left of the Daily Market Meter. http://t.co/Z0G5lRKtRZ"  
[X Link](https://x.com/_SeanDavid/status/609467861078118400)  2015-06-12T21:10Z 20.2K followers, [--] engagements


"Daily Market Meter: The DAY before FED Speak http://t.co/6I1H5JVPJs $SPY $DIA $QQQ $IYR $PEK $IWM $PRGO $HUM $YHOO http://t.co/uggFRXKo8Q http://stks.co/q2JKS http://stks.co/q2JKS"  
[X Link](https://x.com/_SeanDavid/status/610917089348485121)  2015-06-16T21:09Z 20.3K followers, [--] engagements


"WEEKLY MARKET METER: Setup of the week risk meter and market commentary http://t.co/X0tPAxRymF $SPY $DIA $MA $BIDU http://t.co/CP5zBt1WTT http://stks.co/p2Kfu http://stks.co/p2Kfu"  
[X Link](https://x.com/_SeanDavid/status/611895886470320128)  2015-06-19T13:58Z 20.2K followers, [--] engagements


"Daily Market Meter is out: Market Goes Boom. http://t.co/9h6e2mR4zt $SPY $DIA $AAL $TLT $IYR $GREK $EWI $TBT http://t.co/9E30X2w17e http://stks.co/g2ce8 http://stks.co/g2ce8"  
[X Link](https://x.com/_SeanDavid/status/613101118772514816)  2015-06-22T21:47Z 20.3K followers, [--] engagements


"US Credit Default Swaps said "wake me up when all this headline news is gone." $SPY $HYG $DIA $QQQ $STUDY $TLT http://t.co/vLdJ1trTPk"  
[X Link](https://x.com/_SeanDavid/status/618827161558892545)  2015-07-08T17:01Z 20.2K followers, [--] engagements


"NEW POST: Daily Market Meter Google could buy Carnival after today http://t.co/7jEc6q2bdC $GOOG $SPY $DIA $QQQ $NFLX http://t.co/wtA40FWUkr http://stks.co/h2nGE http://stks.co/h2nGE"  
[X Link](https://x.com/_SeanDavid/status/621796300145557504)  2015-07-16T21:39Z 20.3K followers, [--] engagements


"China Base Effect: Even at 5% GDP growth China would grow at 3X [----] 10.1% growth figure. $STUDY $FXI $ASHR $SPY http://t.co/UcE5NaBWmk"  
[X Link](https://x.com/_SeanDavid/status/630734625845829633)  2015-08-10T13:37Z 20.3K followers, [--] engagements


"The Tweet That sent IPO Stocks Lower: http://t.co/A5fjSn5ho2 $spy $twtr $w $etsy $lc $spy $iwm $dia $hd $wmt http://t.co/Uk6Wf2tD3r https://x.com/_SeanDavid/status/633751395179491328/photo/1 http://stks.co/e2QDw https://x.com/_SeanDavid/status/633751395179491328/photo/1 http://stks.co/e2QDw"  
[X Link](https://x.com/_SeanDavid/status/633751395179491328)  2015-08-18T21:24Z 20.2K followers, [--] engagements


"Well credit default swaps in the US haven't budged. $spy $tlt $study http://t.co/Ssnnl73ctI"  
[X Link](https://x.com/_SeanDavid/status/634828405024755712)  2015-08-21T20:44Z 20.3K followers, [--] engagements


"Did your advisor preach low volatility ETF thinking that was going to reduce risk. Think again. $spy $study $dia http://t.co/mlnZL0EFzw"  
[X Link](https://x.com/_SeanDavid/status/636299507282481152)  2015-08-25T22:09Z 20.2K followers, [--] engagements


"The low volatility ETF is not giving investors what they are paying for. Smart beta is real smart. $spy $qqq $study http://t.co/pn6rEfc1eX"  
[X Link](https://x.com/_SeanDavid/status/636519954397794304)  2015-08-26T12:45Z 20.2K followers, [--] engagements


"Is this the first leg of a secular bull market $SPY #DIA $QQQ $IWM $STUDY http://t.co/K35I0UmFZA"  
[X Link](https://x.com/_SeanDavid/status/638389547999432704)  2015-08-31T16:35Z 20.3K followers, [--] engagements


"NEW POST: The Reality of All This. http://t.co/nGQJJDj3V4 $spy $dia $qqq $tlt $iwm $fxi $study $aapl $bx $oil $xle http://t.co/GHHtMsmCBS http://stks.co/p2mrH http://stks.co/p2mrH"  
[X Link](https://x.com/_SeanDavid/status/638854640633688065)  2015-09-01T23:23Z 20.3K followers, [--] engagements


"VISION: Guess What $spy $dia $eem $tlt $expe $lnkd $iwm http://stks.co/r35Hh http://stks.co/r35Hh"  
[X Link](https://x.com/_SeanDavid/status/659831753058553856)  2015-10-29T20:38Z 20.3K followers, [--] engagements


"MARKET METER WEEKLY COMMENTARY: $SPY $DIA $TLT $STUDY $QQQ $IWM http://stks.co/b2qIE http://stks.co/b2qIE"  
[X Link](https://x.com/_SeanDavid/status/665173505252589568)  2015-11-13T14:24Z 20.2K followers, [--] engagements


"Funny how GameStop $GME never forgets about the $32 level"  
[X Link](https://x.com/_SeanDavid/status/668813531018432514)  2015-11-23T15:29Z 20.3K followers, [--] engagements


"Travel stocks clearly had a rough day. $PCLN $TRIP $RCL $EXPE $SPY $DIA $QQQ $LUV $AAL"  
[X Link](https://x.com/_SeanDavid/status/669270232611983360)  2015-11-24T21:43Z 20.2K followers, [--] engagements


"The ENTIRE oil services space is trading at a 60% discount to the prior to RECESSION lows $IEZ $SPY $HAL $SLB $STUDY"  
[X Link](https://x.com/_SeanDavid/status/689893011371593732)  2016-01-20T19:31Z 20.2K followers, [--] engagements


"Boeing & the [---] is OLD news. Here's article from [----]. Makes up mere .35% of an order book of [----] $BA @StockTwits"  
[X Link](https://x.com/_SeanDavid/status/690294594404151296)  2016-01-21T22:07Z 20.3K followers, [--] engagements


"People say China is weak yet the consumer is live and well Here's rev growth for $BABA $AAPL $YUM $NKE $SBUX $SPY"  
[X Link](https://x.com/_SeanDavid/status/692714401892175873)  2016-01-28T14:22Z 20.3K followers, [--] engagements


"If there is one positive about $GoPro report it's they are transparent about their failures. They lineup prior guidance to actuals & why"  
[X Link](https://x.com/_SeanDavid/status/695021276524576768)  2016-02-03T23:09Z 20.4K followers, [--] engagements


"The Fresh Market bailed out by takeout. #ToFreshToFail $WFM $TFM $SPY $KR"  
[X Link](https://x.com/_SeanDavid/status/697891202578980864)  2016-02-11T21:13Z 20.3K followers, [--] engagements


"IDEA GENERATION: Investing in strength is working: $SPY $KORS $PCLN $CHD $ADP $DG $STUDY http://stks.co/g40Q3 http://stks.co/g40Q3"  
[X Link](https://x.com/_SeanDavid/status/702583637036761088)  2016-02-24T19:59Z 20.3K followers, [--] engagements


"If you are looking for what's working here's some names. $SPY $KORS $PCLN $CHD $ADP $DG http://stks.co/g40Q3 http://stks.co/g40Q3"  
[X Link](https://x.com/_SeanDavid/status/702645471098044416)  2016-02-25T00:05Z 20.2K followers, [--] engagements


"3M's chart is looking crispy $MMM $SPY"  
[X Link](https://x.com/_SeanDavid/status/703259054806675457)  2016-02-26T16:43Z 20.3K followers, [--] engagements


"Starbucks ( $SBUX ) breaking downtrend above all key moving avgs forming near-term uptrend MACD Cross $SPY $DIA"  
[X Link](https://x.com/_SeanDavid/status/718101379416350721)  2016-04-07T15:41Z 20.3K followers, [--] engagements


"Ted spread remains calm in a sea of noise. Signal was loud & clear before stock market crash of [----]. $SPY $STUDY"  
[X Link](https://x.com/_SeanDavid/status/747555245463470080)  2016-06-27T22:20Z 20.3K followers, [--] engagements


"Story of the Year: Are the BRICs Back Brazil +68% Russia +29% India +8% China +7%"  
[X Link](https://x.com/_SeanDavid/status/766318844017123328)  2016-08-18T17:00Z 20.3K followers, [--] engagements


"6 IPO's that would command massive interest: [--]. SnapChat [--]. Houzz [--]. Slack [--]. Dropbox [--]. AirBNB [--]. Cloudera"  
[X Link](https://x.com/_SeanDavid/status/769204401223274496)  2016-08-26T16:06Z 20.3K followers, [--] engagements


"Vehicle sales in the US continues in its downtrend to negative growth year over year. This is important for everyone from #Tesla to #Ford"  
[X Link](https://x.com/_SeanDavid/status/783067242422501376)  2016-10-03T22:12Z 20.2K followers, [--] engagements


"Pretty amazing the size of Blackstone and their asset gathering capabilities. Almost [--] of [--] segments have $100B. $BX"  
[X Link](https://x.com/_SeanDavid/status/791656158117433344)  2016-10-27T15:01Z 20.3K followers, [--] engagements


"Times are tough. Chipotle saving money on the electricity bill. $CMG"  
[X Link](https://x.com/_SeanDavid/status/801578330759852032)  2016-11-24T00:09Z 20.3K followers, [--] engagements


"We are now almost mid December. Here's YTD performances. Volatility getting beat up in [----]. $STUDY $SPY"  
[X Link](https://x.com/_SeanDavid/status/808316668732706816)  2016-12-12T14:24Z 20.2K followers, [--] engagements


"Stocks vs Bonds: The Most Interesting Chart Right Now. That's just me. Read more here via @SeeItMarket $SPY $TLT https://goo.gl/AAGFYT https://goo.gl/AAGFYT"  
[X Link](https://x.com/_SeanDavid/status/819634214995955714)  2017-01-12T19:56Z 20.2K followers, [--] engagements


"2) Then small caps began to look a little heavy. Price moving below channel with momentum sliding. $IWC $SPY $STUDY $IWM"  
[X Link](https://x.com/_SeanDavid/status/823612980814348288)  2017-01-23T19:26Z 20.2K followers, [--] engagements


"Tax rate influenced earnings for the Q relative to [----]. $MA"  
[X Link](https://x.com/_SeanDavid/status/826431863807934465)  2017-01-31T14:08Z 20.3K followers, [--] engagements


"What MasterCard chart looks like. $MA"  
[X Link](https://x.com/_SeanDavid/status/826845082116567040)  2017-02-01T17:30Z 20.2K followers, [--] engagements


"More pressure on margins for Chipotle last Q. Now 13.5% from 19.6%. Revs -13.3% despite [---] new stores. Yikes. $CMG"  
[X Link](https://x.com/_SeanDavid/status/827271719765172232)  2017-02-02T21:45Z 20.3K followers, [--] engagements


"Apple Park 2.8m sq ft of office space Solar roof 175-acre campus 100k sq ft. fitness centre Underground Apple Theater 100% renewable energy"  
[X Link](https://x.com/_SeanDavid/status/838469841459740672)  2017-03-05T19:22Z 20.2K followers, [--] engagements


"Here's a look at the bond bull market since 1980's. Will it finally break the downtrend or just more of the same. $TLT $STUDY"  
[X Link](https://x.com/_SeanDavid/status/840232979276406784)  2017-03-10T16:08Z 20.3K followers, [--] engagements


"Under Armour hasn't been this low since [----]. Down 65% from its peak just [--] months ago. #Rough $UAA"  
[X Link](https://x.com/_SeanDavid/status/844259702129287168)  2017-03-21T18:49Z 20.3K followers, [--] engagements


"What a mess at GameStop $GME . They sell games largest authorized AT&T reseller and now collectibles. Turning into glorified garage sale"  
[X Link](https://x.com/_SeanDavid/status/845060590884282368)  2017-03-23T23:51Z 20.3K followers, [--] engagements


"Schwarzman and Tony James putting on a valuation lesson and comedy show on their earnings call. Stating Blackstone is a $100 company. $BX"  
[X Link](https://x.com/_SeanDavid/status/855248120254533632)  2017-04-21T02:33Z 20.2K followers, [--] engagements


"Chipotle lost [-------] worth in burrito terms today. $CMG"  
[X Link](https://x.com/_SeanDavid/status/877258670752616449)  2017-06-20T20:15Z 20.2K followers, [--] engagements


"Back in [----] only one technology company was in the top [--] as measured by market cap. Today that top [--] looks much different. #Technology"  
[X Link](https://x.com/_SeanDavid/status/898585251617927168)  2017-08-18T16:39Z 20.3K followers, [--] engagements


"Under Armour Inc now down -69% from its all-time highs. This price hasn't been seen since [----]. $UAA"  
[X Link](https://x.com/_SeanDavid/status/899680243119792128)  2017-08-21T17:10Z 20.3K followers, [--] engagements


"One of my favorite charts today during my Q&A with @Stocktwits is how Salesforce isn't only getting bigger but diversifying. @Benioff agrees"  
[X Link](https://x.com/_SeanDavid/status/900822978002288640)  2017-08-24T20:51Z 20.2K followers, [--] engagements


"The size differential of McDonald's versus Chipotle. Opportunity or pipe dream $CMG $MCD"  
[X Link](https://x.com/_SeanDavid/status/915222747705470976)  2017-10-03T14:31Z 20.3K followers, [--] engagements


"@Josephdye44 @Garth_Friesen Garth what's up Heard good things from Joe"  
[X Link](https://x.com/_SeanDavid/status/920787293807443968)  2017-10-18T23:02Z 20.8K followers, [--] engagements


"Avory Research: Microsoft sees strong rev growth and additional cash build. Personal computing declined YoY w/ margins improving. $MSFT"  
[X Link](https://x.com/_SeanDavid/status/923649315507142656)  2017-10-26T20:35Z 20.2K followers, [--] engagements


"Under Armour stock price falls making this [--] out of the last [--] earnings w/ -20% moves. Forcing them to pile debt as equity falls. $UAA"  
[X Link](https://x.com/_SeanDavid/status/925491215746945024)  2017-10-31T22:34Z 20.2K followers, [--] engagements


"Stock versus bonds ratio going parabolic after breaking above [----] highs and consolidating. $SPY $TLT $STUDY"  
[X Link](https://x.com/_SeanDavid/status/950808380905488385)  2018-01-09T19:15Z 20.2K followers, [--] engagements


"Nothing new here for General Electric. If you invested in $GE in [----] you are still in an 18-year massive drawdown. $STUDY"  
[X Link](https://x.com/_SeanDavid/status/953672594955350016)  2018-01-17T16:57Z 20.3K followers, [--] engagements


"Comcast Earnings: Video seeing small declines but broadband internet growing nicely. Look at security & automation rapid growth from a small base. $CMCSA"  
[X Link](https://x.com/_SeanDavid/status/956227277003657216)  2018-01-24T18:08Z 20.2K followers, [--] engagements


"Comcast Earnings: Look at the divergence in customer penetration of internet versus video. Heading in different directions but the upsell opportunity is there. $CMCSA"  
[X Link](https://x.com/_SeanDavid/status/956228022125940744)  2018-01-24T18:11Z 20.3K followers, [--] engagements


"Interesting to see Square's cash app accepting #bitcoin buy and sells. But then proceeds can be added to Apple Pay. $AAPL $SQ"  
[X Link](https://x.com/_SeanDavid/status/956593480205262848)  2018-01-25T18:23Z 20.2K followers, [--] engagements


"Tomorrows main earnings: Colgate NextEra Energy (FPL i.e Irma) Honeywell AbbVie Rockwell"  
[X Link](https://x.com/_SeanDavid/status/956724076604772353)  2018-01-26T03:02Z 20.3K followers, [--] engagements


"Heres a look at McDonalds same store sales results by channel. Inherently strong with mid single digit growth. Trend is flat to down but good overall. $MCD"  
[X Link](https://x.com/_SeanDavid/status/958344597096357888)  2018-01-30T14:22Z 20.2K followers, [--] engagements


"Apple Earnings: Stable with few positive surprises $AAPL Cash balance continues to pile up. Now $285B Gross margin held steady at 38.4% Other products accelerated Apple Watch iPhone saw a nice jump in avg sales price They shipped 215k iPhone over the last 12M"  
[X Link](https://x.com/_SeanDavid/status/959182462709633025)  2018-02-01T21:51Z 20.2K followers, [--] engagements


"Amazon is a lot of things but the Amazon Web Services is a $20B run rate business showing a re-acceleration in growth. 44.6% YoY. $AMZN"  
[X Link](https://x.com/_SeanDavid/status/959188451672412161)  2018-02-01T22:15Z 20.3K followers, [--] engagements


"Bitcoin vs US Dollar Both are seeing their largest drawdowns in several years. Bitcoin down 58% from peak USD down 14%. $BTC"  
[X Link](https://x.com/_SeanDavid/status/960523364443009030)  2018-02-05T14:39Z 20.2K followers, [--] engagements


"Consumer Confidence rises 5% broadly on present conditions and future expectations. Prior month was revised down. $STUDY"  
[X Link](https://x.com/_SeanDavid/status/968515625860698112)  2018-02-27T15:58Z 20.2K followers, [--] engagements


"Priceline /Bookings Earnings: $BKNG Different name same results Bookings over a 12m basis remain firm at $81B Margins strong when removing one-time tax expense Keep in mind revenue was supported by currency tailwinds which we suspect will continue throughout 2018"  
[X Link](https://x.com/_SeanDavid/status/968679922150596608)  2018-02-28T02:51Z 20.3K followers, [--] engagements


"It's not shocking to us when you see Macy's Kohl's BestBuy etc. all putting up pretty strong / stabilizing numbers. #DepartmentStore retail sales have been trending higher for a while now and we have been sharing the #data"  
[X Link](https://x.com/_SeanDavid/status/969210880322887681)  2018-03-01T14:00Z 20.3K followers, [--] engagements


"Heres our chart [--] days ago on Ethereum. Broke lower with force. $ETH https://x.com/_seandavid/status/973291286710177793 First crypto chart is out. Ethereum sitting at an interesting place. Each reaction high met with declining volume and momentum showing no signs of life. Where's it headed $ETH https://t.co/QrLFdkGEtv https://x.com/_seandavid/status/973291286710177793 First crypto chart is out. Ethereum sitting at an interesting place. Each reaction high met with declining volume and momentum showing no signs of life. Where's it headed $ETH https://t.co/QrLFdkGEtv"  
[X Link](https://x.com/_SeanDavid/status/975431774275801089)  2018-03-18T18:00Z 20.3K followers, [--] engagements


"Jack Dorsey manages two companies and both have seen a massive increase in their market cap. Square + Twitter is valued at $47B. In November [----] the combined market cap was a mere $21B"  
[X Link](https://x.com/_SeanDavid/status/976074411785768966)  2018-03-20T12:34Z 20.2K followers, [--] engagements


"Gold and Chipotle rally today on risk off. Is the burrito the new safe haven asset (p.s. Joke) $CMG $GLD"  
[X Link](https://x.com/_SeanDavid/status/984097138291429377)  2018-04-11T15:53Z 20.3K followers, [--] engagements


"Retail sales employment Y/Y growth turned positive"  
[X Link](https://x.com/_SeanDavid/status/986203640544325632)  2018-04-17T11:24Z 20.2K followers, [--] engagements


"Atlassian Customer Count: $TEAM The deceleration in YoY customer growth is noticeable. They did add [----] customer in quarter which is good in itself"  
[X Link](https://x.com/_SeanDavid/status/987076537190141952)  2018-04-19T21:12Z 20.3K followers, [--] engagements


"Google Earnings: $GOOG $31B revenue Cloud apps shine Ad business remains dominant but as % trending lower Acceleration in hiring Currency added 3% but growth remains in 20's (Strong) Aquisition cost growth 13% of rev or $6.3B. (Elevated) New accounting"  
[X Link](https://x.com/_SeanDavid/status/988521683115036673)  2018-04-23T20:55Z 20.3K followers, [--] engagements


"Chipotle Earnings: $CMG Strong same-store sales at 2.2% 5th straight SSS increase Margins improved across all fronts +33 stores added in the quarter and [---] in T12M [----] locations 7% Y/Y growth Brian Niccol CEO first earnings call Just the start"  
[X Link](https://x.com/_SeanDavid/status/989241553666363392)  2018-04-25T20:35Z 20.3K followers, [--] engagements


"During Chipotles earnings call innovation was mentioned [--] times matching the total since Q1 [----]. #CultureChange"  
[X Link](https://x.com/_SeanDavid/status/991125610671017984)  2018-05-01T01:22Z 20.3K followers, [--] engagements


"Shame on all the people liking Musks actions today on the earnings call. $TSLA"  
[X Link](https://x.com/_SeanDavid/status/991852690576756737)  2018-05-03T01:31Z 20.3K followers, [--] engagements

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