# ![@akramsrazor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::449160092.png) @akramsrazor DaRazor

DaRazor posts on X about ai, $gtlb, biz, market the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::449160092/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:interactions.svg)

- [--] Week [------] -21%
- [--] Month [-------] +46%
- [--] Months [---------] +14%
- [--] Year [---------] +28%

### Mentions: [--] [#](/creator/twitter::449160092/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:posts_active.svg)

- [--] Month [--] -82%
- [--] Months [---] +73%
- [--] Year [-----] +155%

### Followers: [------] [#](/creator/twitter::449160092/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:followers.svg)

- [--] Week [------] +0.13%
- [--] Month [------] +1.40%
- [--] Months [------] +7.20%
- [--] Year [------] +15%

### CreatorRank: [-------] [#](/creator/twitter::449160092/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::449160092/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56.55% [technology brands](/list/technology-brands)  25.52% [finance](/list/finance)  17.93% [cryptocurrencies](/list/cryptocurrencies)  5.52% [social networks](/list/social-networks)  4.83% [exchanges](/list/exchanges)  2.76% [financial services](/list/financial-services)  2.07% [automotive brands](/list/automotive-brands)  2.07% [celebrities](/list/celebrities)  1.38% [countries](/list/countries)  1.38%

**Social topic influence**
[ai](/topic/ai) 13.1%, [$gtlb](/topic/$gtlb) #33, [biz](/topic/biz) 6.21%, [market](/topic/market) 6.21%, [$docs](/topic/$docs) #1, [ceo](/topic/ceo) 4.14%, [crypto](/topic/crypto) 4.14%, [to the](/topic/to-the) 4.14%, [$amzn](/topic/$amzn) 4.14%, [$fb](/topic/$fb) 4.14%

**Top accounts mentioned or mentioned by**
[@malinvested](/creator/undefined) [@buccocapital](/creator/undefined) [@benitoz](/creator/undefined) [@marketcomacc](/creator/undefined) [@iamhere4theads](/creator/undefined) [@kalshi](/creator/undefined) [@billackman](/creator/undefined) [@sj_xxxxxxx](/creator/undefined) [@bloss_garrett](/creator/undefined) [@ad_quant](/creator/undefined) [@frankwangesq](/creator/undefined) [@boomorbust109](/creator/undefined) [@growthinvesto13](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@evrgn11112231](/creator/undefined) [@onodacapital](/creator/undefined) [@fdguru](/creator/undefined) [@giannisan34](/creator/undefined) [@coinbase](/creator/undefined) [@blossgarrett](/creator/undefined)

**Top assets mentioned**
[GitLab Inc. (GTLB)](/topic/$gtlb) [Doximity, Inc. (DOCS)](/topic/$docs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fenerbahçe Token (FB)](/topic/$fb) [Frodo the virtual samurai (FROG)](/topic/$frog) [Oracle Corporation (ORCL)](/topic/$orcl) [Cloudflare, Inc. (NET)](/topic/$net) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Trade Desk, Inc. (TTD)](/topic/$ttd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AppLovin Corporation (APP)](/topic/$app) [Sandisk Corporation (SNDK)](/topic/$sndk) [Metadium (META)](/topic/$meta) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Twitter Inc (TWTR)](/topic/$twtr) [Twilio, Inc. (TWLO)](/topic/$twlo) [Shopify Inc (SHOP)](/topic/$shop) [Now Coin (NOW)](/topic/$now) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [monday.com Ltd. (MNDY)](/topic/$mndy) [Netflix Inc (NFLX)](/topic/$nflx) [Datadog Inc (DDOG)](/topic/$ddog) [CHEGG, INC. (CHGG)](/topic/$chgg) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$gtlb $frog Shots fired https://www.youtube.com/live/JO1K4U2pOB4t=3315s https://www.youtube.com/live/JO1K4U2pOB4t=3315s"  
[X Link](https://x.com/akramsrazor/status/2021217046365663397)  2026-02-10T13:37Z 22K followers, [----] engagements


"$ttd $docs $orcl"  
[X Link](https://x.com/akramsrazor/status/2019603237784178958)  2026-02-06T02:45Z 22K followers, [----] engagements


"$Crm CEO: We own the data and the workflows $now CEO: We have platform skills $box CEO: All the work on earth is now our TAM Every other SaaS CEO: 🦗"  
[X Link](https://x.com/akramsrazor/status/2016930608946266175)  2026-01-29T17:45Z 22K followers, 19.1K engagements


"Who did activist short reports on $docs and $ttd in the last [--] months"  
[X Link](https://x.com/akramsrazor/status/2019524115091321176)  2026-02-05T21:30Z 22K followers, [----] engagements


"Made 5% shorting $hubs into print and now 11% long it after. This is so much fun"  
[X Link](https://x.com/akramsrazor/status/2021916118898852350)  2026-02-12T11:55Z 22K followers, [----] engagements


"Show me another private ai software company fastest arr 📈 without any other financial metrics"  
[X Link](https://x.com/akramsrazor/status/2022022712462655708)  2026-02-12T18:59Z 22K followers, [----] engagements


"Im smart $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water. $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water"  
[X Link](https://x.com/akramsrazor/status/2022353684462813290)  2026-02-13T16:54Z 22K followers, [----] engagements


"With a fictional launch pr to and not prompted. Part 2: Fictional Press Release (Q4 2026) FOR IMMEDIATE RELEASE 📍 San Francisco CA October [--] [----] 🌍 Cloudflare Launches Workers AI Runtime: The Worlds First Licensable Inference OS Cloudflare Inc. (NYSE: NET) today announced the launch of the Workers AI Runtime a standalone inference execution layer that enterprises telcos and sovereign cloud providers can license and deploy independently of the public cloud. We're turning inference into a utility accessible anywhere on any chip in milliseconds said Matthew Prince co-founder and CEO. This"  
[X Link](https://x.com/akramsrazor/status/1952088029021061319)  2025-08-03T19:23Z 22K followers, [----] engagements


"$docs OpenEvidence raising $250M at $12B. $150M RR on just ads +3x from August. On 1M users. Resulting in 90% GM inclusive of all compute. [----] will be the year AI ads cross the rubicon. If you're building an AI app figure out your ad strategy ASAP. You'll be behind without. OpenEvidence raising $250M at $12B. $150M RR on just ads +3x from August. On 1M users. Resulting in 90% GM inclusive of all compute. [----] will be the year AI ads cross the rubicon. If you're building an AI app figure out your ad strategy ASAP. You'll be behind without"  
[X Link](https://x.com/akramsrazor/status/1999747333333090730)  2025-12-13T07:44Z 22K followers, [----] engagements


"$docs new 52wk low"  
[X Link](https://x.com/akramsrazor/status/2001385590202499273)  2025-12-17T20:14Z 22K followers, [----] engagements


"As a reminder $veev built a life sciences crm app that took down $orcl for effectively zero and a biz to pull that off to ipo w less then $3ml so let's talk about something other than ai can build this app logic. If duplicating SaaS companies is as easy as replicating the code SaaS margins should be *much* higher considering R&D expense runs 20% of ARR for most of them. If duplicating SaaS companies is as easy as replicating the code SaaS margins should be *much* higher considering R&D expense runs 20% of ARR for most of them"  
[X Link](https://x.com/akramsrazor/status/2008574210558570680)  2026-01-06T16:19Z 22K followers, 31.2K engagements


"This is actually a $sndk short thesis. In this world they wud have low single digit share of what wud quickly become a very unprofitable segment. That said I was long sndk again for first [--] trading of year cause post $mu rotation into storage. This is more a $ter $adv bull thesis then a sndk one. Bought Sandisk around this time and never sold and I am still not selling anytime soon. My thesis has always been the same In modern LLMs storing & referencing KV Cache is the largest bottleneck. For models like ChatGPT & Gemini it has got so big that you cant fit it on a Bought Sandisk around this"  
[X Link](https://x.com/akramsrazor/status/2008816445959053478)  2026-01-07T08:22Z 22K followers, 62.8K engagements


"$gtlb this was probably the first time someone addressed the price to value element of this saas/ai debate in a proper deck"  
[X Link](https://x.com/akramsrazor/status/2014439515751125242)  2026-01-22T20:46Z 22K followers, 18.9K engagements


"$gtlb go away M Science.we don't care about the 1% below street billings read.how helpful where these when they were better all the way down from $70 for those folks passively long Extensive real time partner and customer checks been very good. My measuring stick of very good is vs death narrative and not will you reaccelerate topline immediately when u clocking 20%. Again this is as dumb as myopic focus on premium tier price hike rolling off as they don't have pricing power vs a list of $29 a month in this environment. Seat growth still very healthy for this biz btw. But real focus is"  
[X Link](https://x.com/akramsrazor/status/2014726321801416903)  2026-01-23T15:46Z 22K followers, [----] engagements


"$gtlb narrative focus here really shud be story as i think pretty obvious now whats going on"  
[X Link](https://x.com/akramsrazor/status/2015799344717606934)  2026-01-26T14:49Z 22K followers, [----] engagements


"$gtlb $team $docn $meta $net"  
[X Link](https://x.com/akramsrazor/status/2015807380286833005)  2026-01-26T15:21Z 22K followers, [----] engagements


"$gtlb gitty up"  
[X Link](https://x.com/akramsrazor/status/2015889374203019722)  2026-01-26T20:47Z 22K followers, [----] engagements


"$axon best saas short for shizzle"  
[X Link](https://x.com/akramsrazor/status/2016884638720168290)  2026-01-29T14:42Z 22K followers, 12.2K engagements


"$net legit reversed a 25% move in the same week.epic"  
[X Link](https://x.com/akramsrazor/status/2016899710418870336)  2026-01-29T15:42Z 22K followers, 16.7K engagements


"@benitoz u shud pitch it to jensen . $nvda + $now wud be great move"  
[X Link](https://x.com/akramsrazor/status/2016915248721383648)  2026-01-29T16:44Z 22K followers, [----] engagements


"At this point u have to wonder whether a market bubble in structure of some sorts is starting to pop some"  
[X Link](https://x.com/akramsrazor/status/2017329877779992819)  2026-01-30T20:11Z 22K followers, [----] engagements


"$net and $sndk and silver reversed 25% moves this week"  
[X Link](https://x.com/akramsrazor/status/2017335254697353219)  2026-01-30T20:32Z 22K followers, [----] engagements


"@evrgn11112231 No growth and levg to the moon vs sitting on cash and growing 20% Dont join club stupid. There been like [--] absolutely cheap SaaS stocks in [--] years. U like few months removed from 20x sales servicenow. We dont tolerate dumb on the internet"  
[X Link](https://x.com/akramsrazor/status/2017935873711694032)  2026-02-01T12:19Z 22K followers, [----] engagements


"$fn why isn't this down 25%"  
[X Link](https://x.com/akramsrazor/status/2018695829054214260)  2026-02-03T14:39Z 22K followers, [----] engagements


"Fintech adtech ecom saas social crypto fast casual gaming.all dead. Hopefully you not diversified and just own nand and fiber"  
[X Link](https://x.com/akramsrazor/status/2018731519293141454)  2026-02-03T17:01Z 22K followers, [----] engagements


"Has any stock done more intraday massive fades then $lite and gone up this much"  
[X Link](https://x.com/akramsrazor/status/2018759982582493236)  2026-02-03T18:54Z 22K followers, [----] engagements


"Quintus free the software engineers. The seat-based licenses are to be reinstated. There was a dream that was software. It shall be realized. These are the wishes of Thoma Bravo"  
[X Link](https://x.com/akramsrazor/status/2019003935080743100)  2026-02-04T11:03Z 22K followers, [----] engagements


"$app Needs some bolder m&a. Adam still talking buybacks at $200bl mkt cap like he was at $30bl was big turn off for me. Roku/ttd/pins are basically there for taking at peanut multiples so maybe make a move"  
[X Link](https://x.com/akramsrazor/status/2019068500573048898)  2026-02-04T15:20Z 22K followers, [----] engagements


"@OnodaCapital Shitco temple"  
[X Link](https://x.com/akramsrazor/status/2019495276894122280)  2026-02-05T19:36Z 22K followers, [---] engagements


"$frog oh u think ur outperformance might been stupid"  
[X Link](https://x.com/akramsrazor/status/2019497812355117508)  2026-02-05T19:46Z 22K followers, [----] engagements


"Just want to congratulate everyone who concluded the best way to play ai capex was $orcl and then as hyper scalers added half a trillion in spend.managed to lose 50%"  
[X Link](https://x.com/akramsrazor/status/2019502152167878726)  2026-02-05T20:03Z 22K followers, [----] engagements


"$docs truth $docs No brainer best short digital ad land by a country mile. https://t.co/WxHNTy1YoN $docs No brainer best short digital ad land by a country mile. https://t.co/WxHNTy1YoN"  
[X Link](https://x.com/akramsrazor/status/2019599663368925500)  2026-02-06T02:30Z 22K followers, [----] engagements


"$hubs good read Razor's Edge: Short Hubs https://the-razors-edge.ghost.io/razors-edge-short-hubs/ https://the-razors-edge.ghost.io/razors-edge-short-hubs/"  
[X Link](https://x.com/akramsrazor/status/2019601838757278124)  2026-02-06T02:39Z 22K followers, [----] engagements


"@Iamhere4theAds BTC mining to neo cloud BTC to protect u from govt to btc endorsed by govt Crypto just getting started to robots/space/ai He's legit on every single talking point of 2017"  
[X Link](https://x.com/akramsrazor/status/2019619342397362653)  2026-02-06T03:49Z 22K followers, [---] engagements


"Be honest it's not a crypto winter it's an ice age"  
[X Link](https://x.com/akramsrazor/status/2019624270117368341)  2026-02-06T04:08Z 22K followers, [----] engagements


"Actually just about any business w a digital dna has been under severe pressure lately. Ecommerce SaaS Social Gaming Data/Analytics platforms etc. Even after this drawdown Mclovin trades in the stratosphere compared to every biz in the nuclear fall-out adtech sector. But lets address the points youre making with respect to Mclovin specific concerns. 1) Its all about the performance baby- You are totally right advertisers dont care about transparency only ROAS. Thats on the buy-side. CloudX's wedge is on publisher-side. Their focus is on the trust problem of buyers worrying about signal"  
[X Link](https://x.com/akramsrazor/status/2019714934905467037)  2026-02-06T10:08Z 22K followers, [----] engagements


""His name was Dalibali""  
[X Link](https://x.com/akramsrazor/status/2019732761695994119)  2026-02-06T11:19Z 22K followers, 12.5K engagements


"New entrants leveraging reduced development expenses are positioned to undercut incumbents on price. As a result established players (like Salesforce) will likely face increasing pricing pressure especially as the inherent value of their system-of-record status diminishes over time. This is not the bear thesis though https://twitter.com/i/web/status/2019871950190075967 https://twitter.com/i/web/status/2019871950190075967"  
[X Link](https://x.com/akramsrazor/status/2019871950190075967)  2026-02-06T20:32Z 22K followers, [----] engagements


"When sitting fed chair getting on cap table We all on @Kalshi now https://t.co/cCNGxfLWO8 We all on @Kalshi now https://t.co/cCNGxfLWO8"  
[X Link](https://x.com/akramsrazor/status/2019998039717609637)  2026-02-07T04:53Z 22K followers, [----] engagements


"@fd_guru @Giannis_An34 @Kalshi Financial nihilism is the thing"  
[X Link](https://x.com/akramsrazor/status/2019998371604492465)  2026-02-07T04:55Z 22K followers, [---] engagements


"How does one control da money 87% of people agree the financial system needs major change. Money is being controlled by institutions not you. Everybooooody deserves economic freedom. Level up your money - get better access faster transactions and more options on the most trusted exchange: Coinbase. 87% of people agree the financial system needs major change. Money is being controlled by institutions not you. Everybooooody deserves economic freedom. Level up your money - get better access faster transactions and more options on the most trusted exchange: Coinbase"  
[X Link](https://x.com/akramsrazor/status/2020777189994852369)  2026-02-09T08:30Z 22K followers, [----] engagements


"@coinbase At least u chose vibe positivity for ur ad. Maybe telling everyone they were broke without u wasnt the most constructive marketing message"  
[X Link](https://x.com/akramsrazor/status/2020815050995388486)  2026-02-09T11:00Z 22K followers, [---] engagements


"I bought a bunch of $mndy because its tuesday"  
[X Link](https://x.com/akramsrazor/status/2021238430575841316)  2026-02-10T15:02Z 22K followers, [----] engagements


"$u This was inevitable"  
[X Link](https://x.com/akramsrazor/status/2021584036187996358)  2026-02-11T13:56Z 22K followers, [----] engagements


"For shizzle I am not a fan of Bitcoin and other Cryptocurrencies which are not money and whose value is highly volatile and based on thin air. Unregulated Crypto Assets can facilitate unlawful behavior including drug trade and other illegal activity. I am not a fan of Bitcoin and other Cryptocurrencies which are not money and whose value is highly volatile and based on thin air. Unregulated Crypto Assets can facilitate unlawful behavior including drug trade and other illegal activity"  
[X Link](https://x.com/akramsrazor/status/2021623645769187553)  2026-02-11T16:33Z 22K followers, [----] engagements


"Best part of today is I shorted some $kvyo"  
[X Link](https://x.com/akramsrazor/status/2021628991569027270)  2026-02-11T16:54Z 22K followers, [----] engagements


"$app I know it was you Fredo. You broke my heart. Razor's Edge: Mclovin Short Thesis. https://the-razors-edge.ghost.io/razors-edge-mclovin-short-thesis/ https://the-razors-edge.ghost.io/razors-edge-mclovin-short-thesis/"  
[X Link](https://x.com/akramsrazor/status/2021946820705104102)  2026-02-12T13:57Z 22K followers, [----] engagements


"@MARKETCOMACC Gitlab is a massive ai winner it just hasnt happened yet"  
[X Link](https://x.com/akramsrazor/status/2022004149446205453)  2026-02-12T17:45Z 22K followers, [---] engagements


"$frog oh someone finally selling"  
[X Link](https://x.com/akramsrazor/status/2019492927437943173)  2026-02-05T19:26Z 22K followers, [----] engagements


"@bloss_garrett @dalibali2 Gitlab is an ai winner thesis not a its not dead but priced dead stock"  
[X Link](https://x.com/akramsrazor/status/2021916333781528754)  2026-02-12T11:56Z 22K followers, [---] engagements


"$gtlb ceo came to play huh. This wont be down for long"  
[X Link](https://x.com/anyuser/status/1963345183514472938)  2025-09-03T20:55Z 22K followers, 21.7K engagements


"Blew out of $mndy cause its Wednesday"  
[X Link](https://x.com/akramsrazor/status/2021603616960717302)  2026-02-11T15:13Z 22K followers, [----] engagements


"@sj_xxxxxxx @Gravy_Capital One day at a time"  
[X Link](https://x.com/akramsrazor/status/2022355581961670697)  2026-02-13T17:01Z 22K followers, [---] engagements


"Someone needs to explain that buying $amc is not sticking it to the man. You literally bailing their creditors out and guaranteeing last man on ur team takes the fall for it"  
[X Link](https://x.com/anyuser/status/1354613924876976129)  2021-01-28T02:15Z 22K followers, [---] engagements


"So I've followed DFV's $GME journey from beginning and think it says a lot about what's going on here. How do u go from $50k to $40ml deep value screening in about a year which btw beats $nflx and $amzn growth return holding for decades A thread. https://www.wsj.com/articles/keith-gill-drove-the-gamestop-reddit-mania-he-talked-to-the-journal-11611931696 https://www.wsj.com/articles/keith-gill-drove-the-gamestop-reddit-mania-he-talked-to-the-journal-11611931696"  
[X Link](https://x.com/anyuser/status/1355244688312328192)  2021-01-29T20:01Z 22K followers, [---] engagements


"For the performance minded: The avg US listed stock is up 49% since Nov [--]. I repeat the "average" stock"  
[X Link](https://x.com/anyuser/status/1358819293346091011)  2021-02-08T16:45Z 22K followers, [---] engagements


"$twtr now is a . Growth stock: 30% top line 📈 Thematic stock:creator economy platform play 🗞 📺 📻 Mania stock: audio bubble 🎙 Momo stock: chart breakout all time high 🫖 🍃 Influencer stk: fintwit feedback loop 🚀"  
[X Link](https://x.com/anyuser/status/1360271954280873986)  2021-02-12T16:58Z 22K followers, [---] engagements


"I mean youd think it would get lame to post buffet stuff by now but this is just a fantastic excerpt on $dis and essentially why maybe some things are missed"  
[X Link](https://x.com/anyuser/status/1368408207400579073)  2021-03-07T03:48Z 22K followers, [---] engagements


"Hey @GoPro here is an idea for you. NFT minting straight from the camera. If @nba_topshot is capturing moments; I think extreme sports moments are for more rare and exciting. Imagine "GoPro Mint" & the drops your extreme sport athletes could do there to connect with their fans"  
[X Link](https://x.com/anyuser/status/1370409181002481673)  2021-03-12T16:19Z 22K followers, [---] engagements


"So here is my $yala thesis (standard [--] pager of course). This biz is quite the doozy. Detailed presentation with findings can be found in following link for those interested in what a few months using this live audio chat app will reveal"  
[X Link](https://x.com/anyuser/status/1394308929979666437)  2021-05-17T15:08Z 22K followers, [---] engagements


"$PTON lol.subscription prisoners.this is like a black mirror consumer episode.$4k on a treadmill and you can't turn it on without being a sub.they shud add token drops to them next. https://www.pcmag.com/news/peloton-axes-free-just-run-feature-from-treadmill-bricking-it-for-non-subscribers https://www.pcmag.com/news/peloton-axes-free-just-run-feature-from-treadmill-bricking-it-for-non-subscribers"  
[X Link](https://x.com/anyuser/status/1407522261452607497)  2021-06-23T02:13Z 22K followers, [---] engagements


"$fb is a 9x since ipo [--] years ago. It went public at 25x sales and $4bl run rate. Revenues are 25x since then and its a 50% ebitda margin biz"  
[X Link](https://x.com/anyuser/status/1411027467016491008)  2021-07-02T18:22Z 22K followers, [---] engagements


"So finished the $hood s-1. roughly 60% of revenue is options and crypto trading.nearly another 10% from lending hard to borrow stocks for shorting. Business is business but democratization of investing this is not. Its a trading parlor"  
[X Link](https://x.com/anyuser/status/1411365067904503811)  2021-07-03T16:43Z 22K followers, [---] engagements


"just realized $fb has outperformed $twtr by 50% last six months"  
[X Link](https://x.com/anyuser/status/1436394582393098248)  2021-09-10T18:22Z 22K followers, [---] engagements


"$FB new name: "Mark of the House Zuck First of His Name the Facebook King of the Instagram and WhatsApp Khal of the Great Oculus Augmenter of Reality and Father of the Metaverse.""  
[X Link](https://x.com/anyuser/status/1450671778460807170)  2021-10-20T03:54Z 22K followers, [--] engagements


"His legend and titles grow $fb."Marc of the House Zuck First of His Name the Untanned Founder of the Facebook and the First Social Acquirer of Instagram & WhatsApp Breaker of Ads and Father of Meta.""  
[X Link](https://x.com/anyuser/status/1453796276982661121)  2021-10-28T18:50Z 22K followers, [---] engagements


"SaaS field guide for buy and hold based on your 3yr revenue CAGR forecast . 20%- Pay no more than 10x sales 30%- Pay no more than 15x sales 40%- Pay no more than 20x sales 50%- Pay no more than 25x sales"  
[X Link](https://x.com/anyuser/status/1466799167909642245)  2021-12-03T15:59Z 22K followers, [---] engagements


"It's a stock pickers market pick any stock and it will most likely go down"  
[X Link](https://x.com/anyuser/status/1486791695991771138)  2022-01-27T20:02Z 22K followers, [---] engagements


"$fb trading at 15x ttm net income and 7% ttm fcf yield. If it grows revenue low teens in [----] and they come in at low end of opex/capex guide it's at 20x fwd earnings and probably a 3.5% [----] fcf yield. Market isn't exactly being irrational here"  
[X Link](https://x.com/anyuser/status/1491136822562689025)  2022-02-08T19:48Z 22K followers, [---] engagements


"$ddog generated more cash from operations off $320ml in rev this quarter than $twlo has generated as a public company"  
[X Link](https://x.com/anyuser/status/1491764831757733890)  2022-02-10T13:23Z 22K followers, [---] engagements


"At some point you just have to acknowledge a tech bubble popped. Like its not the end of the world. For those not buried by it opportunity abounds eventually"  
[X Link](https://x.com/anyuser/status/1494361424897916930)  2022-02-17T17:21Z 22K followers, [---] engagements


"If $shop cagrs at 25% per annum from here you will be back to the november high in 2027"  
[X Link](https://x.com/anyuser/status/1501290678168567816)  2022-03-08T20:16Z 22K followers, [---] engagements


"$Shop is a strong candidate for a new [----] low. Who else"  
[X Link](https://x.com/anyuser/status/1512447196117020679)  2022-04-08T15:08Z 22K followers, [---] engagements


"Fintwit $amzn model $FB Family of apps [----] rev $118bl segment est FCF $50bl ev $500bl $GOOG search [----] rev $150bl segment est FCF $60bl implied mkt ev $1.1trl AWS [----] rev $62bl segment est FCF $2-5b Fintwit valuation $1.3trl. Rest of $amzn $407bl rev implied ev 0"  
[X Link](https://x.com/anyuser/status/1519901250611027968)  2022-04-29T04:47Z 22K followers, [---] engagements


"Elon went from $twtr is the most important global town square to social media companies metrics on users are probably fraudulent pretty quick"  
[X Link](https://x.com/anyuser/status/1526609681594126339)  2022-05-17T17:04Z 22K followers, [---] engagements


"@realMeetKevin @elonmusk Read the merger agreement and then read some pertinent case law around "specific performance" before you play armchair attorney and financial analyst"  
[X Link](https://x.com/anyuser/status/1533849970478129152)  2022-06-06T16:35Z 22K followers, [---] engagements


"Rumors of crypto bailout circulating on web3. Fed to provide temp lending facility to 3AC and consortium of crypto thought leaders meeting on Clubhouse w Ted cruz to introduce A Troubled Token Relief Program (TTRP) to Congress. WH said to be monitoring & favors free mkt solution"  
[X Link](https://x.com/anyuser/status/1538298452764917762)  2022-06-18T23:11Z 22K followers, [---] engagements


"don't think ive seen a single $se tweet in [--] months"  
[X Link](https://x.com/anyuser/status/1542558276365066240)  2022-06-30T17:18Z 22K followers, [---] engagements


"@Jason @CurationMostly Everything from ur youtube analogy to ur questions regarding the deal has been totally off base and counter productive here. Sacks I understand but u've long levg social media in a manner that says u might understand a lot more about this biz. Yet u just contributing to da noise"  
[X Link](https://x.com/anyuser/status/1548362385160753157)  2022-07-16T17:42Z 22K followers, [---] engagements


"If tobi had just been following me on twitter this $shop drama all could have been avoided. https://the-razors-edge.ghost.io/razors-edge-the-covid-conundrum/ https://the-razors-edge.ghost.io/razors-edge-the-covid-conundrum/"  
[X Link](https://x.com/anyuser/status/1552191060696236032)  2022-07-27T07:16Z 22K followers, [---] engagements


"@ExitMultiple Dont recall contrib margin being gaap term ever"  
[X Link](https://x.com/anyuser/status/1573364585205477377)  2022-09-23T17:32Z 22K followers, [---] engagements


"@PreparedRemarks Quant fund laughs at pod analyst l/s looks down on long only generalist sneers at thematic buy and hold hates the day trader professional pities the retail investor and John Bogle smiles down from Heaven"  
[X Link](https://x.com/anyuser/status/1580710015056609280)  2022-10-14T00:00Z 22K followers, [---] engagements


"Good news $twlo is clock is ticking. Super voting Class B shares expire June [--] [----]. Activists can now buy this and force a sale and change at top. At 1x revenue that's tough to ignore"  
[X Link](https://x.com/anyuser/status/1588529651278045184)  2022-11-04T13:52Z 22K followers, [---] engagements


"Today can best be explained as a total collapse of the narrative construct of the last decade in tech. Just wild disparities across public tech right now. Investors have had enough. Should be a wakeup call to all"  
[X Link](https://x.com/anyuser/status/1588602642028109825)  2022-11-04T18:42Z 22K followers, [---] engagements


"$twlo has killed more software bulls than Powell"  
[X Link](https://x.com/anyuser/status/1588677673177710592)  2022-11-04T23:40Z 22K followers, [--] engagements


"I shall not pay over 10x revenue in [----]. I shall not pay over 10x revenue in [----]. I shall not pay over 10x revenue in 2022"  
[X Link](https://x.com/anyuser/status/1597699472079097856)  2022-11-29T21:10Z 22K followers, [---] engagements


"Not great bob. JP Morgan Says Startup Founder Used Millions Of Fake Customers To Dupe It Into An Acquisition https://www.forbes.com/sites/alexandralevine/2023/01/11/jp-morgan-fake-customers-frank-charlie-javice/ https://www.forbes.com/sites/alexandralevine/2023/01/11/jp-morgan-fake-customers-frank-charlie-javice/"  
[X Link](https://x.com/anyuser/status/1613335238914064385)  2023-01-12T00:41Z 22K followers, 91.7K engagements


"Aws gonna print single digit growth rate from 40% in a year. Now thats a proper deceleration. Positioning rallies a bitch as this is so much worse than even most pessimistic buysider. This is greatest rent dont own rally of all time"  
[X Link](https://x.com/anyuser/status/1621301353170739201)  2023-02-03T00:15Z 22K followers, 58.6K engagements


"Went long chatgpt by shorting $chgg"  
[X Link](https://x.com/anyuser/status/1622716127406161937)  2023-02-06T21:57Z 22K followers, 65K engagements


"$zm mgmt after 10x their biz in [--] years 1) raise online price 7% 2) cut ceo salary 98% and exec staff 20% 3) layoff 15% of total staff 4) reduce perks@and sunset equity protection What has your saas mgmt team done lately"  
[X Link](https://x.com/anyuser/status/1623016165504176129)  2023-02-07T17:49Z 22K followers, 31K engagements


"Free market Republican Where is Powell Where is Yellen Stop this crisis NOW. Announce that all depositors will be safe. Place SVB with a Top [--] bank. Do this before Monday open or there will be contagion and the crisis will spread. Where is Powell Where is Yellen Stop this crisis NOW. Announce that all depositors will be safe. Place SVB with a Top [--] bank. Do this before Monday open or there will be contagion and the crisis will spread"  
[X Link](https://x.com/anyuser/status/1634297853647388676)  2023-03-10T20:59Z 22K followers, 32.3K engagements


"$spt $cxm SaaS shorts don't get much better than this. Enjoy. #trusttheprocess SPROUT: A SHORT THESIS https://the-razors-edge.ghost.io/sprout-a-short-thesis-2/ https://the-razors-edge.ghost.io/sprout-a-short-thesis-2/"  
[X Link](https://x.com/anyuser/status/1643597540149936130)  2023-04-05T12:52Z 22K followers, 55.6K engagements


"Not hard Went long chatgpt by shorting $chgg Went long chatgpt by shorting $chgg"  
[X Link](https://x.com/anyuser/status/1653486413864751112)  2023-05-02T19:47Z 22K followers, 35.5K engagements


"On a sequential basis this $nvda guide basically like the $zm q2 covid"  
[X Link](https://x.com/anyuser/status/1661473980262514688)  2023-05-24T20:47Z 22K followers, 17.2K engagements


"$vicr short thesis. Enjoy. Vicor Short Thesis: AI CHIP MANIA ACCELERATES VICORS COMPETITIVE DEMISE & PROVIDES AN ASYMMETRIC SHORT OPPORTUNITY https://the-razors-edge.ghost.io/vicor-short-thesis-ai-chip-mania-accelerates-vicors-competitive-demise-provides-an-asymmetric-short-opportunity/ https://the-razors-edge.ghost.io/vicor-short-thesis-ai-chip-mania-accelerates-vicors-competitive-demise-provides-an-asymmetric-short-opportunity/"  
[X Link](https://x.com/anyuser/status/1673689447987044353)  2023-06-27T13:47Z 22K followers, 36K engagements


"People really struggle w processing change of this magnitude. Its an entirely different company it was a year ago and until there is a state of compute overcapacity either due to ai applications disappointing political restrictions on ai compute needs for models collapsing or a flood of a capital creating oversupply in ai accelerators and collapsing asps; its the best business on earth. All or some combination of the above are inevitable. Spend ur time figuring out when this state shifts"  
[X Link](https://x.com/anyuser/status/1761025634770251898)  2024-02-23T13:50Z 22K followers, 11.5K engagements


"SaaS- software as a short"  
[X Link](https://x.com/anyuser/status/1788196521101361568)  2024-05-08T13:17Z 22K followers, 17K engagements


"Gotta love $wing long takes which are like we have done amazing and the stock is so expensive here because franchises are a wonderful capital efficient biz. You are always better off asking someone with experience in short-selling to explain something like this. I've been pitched this short so many times and not pulled the trigger. I'd say more lucky than good as far as not biting but I can sure as shit explain to you what's happened. Reality is covid was transformational for wingstop. This business was doing avg unit volumes of $1.1 million before the pandemic and they are now a nearly $2ml."  
[X Link](https://x.com/anyuser/status/1788893300482601386)  2024-05-10T11:26Z 22K followers, 36.4K engagements


"Damn tepper owns a lot of stuff u guys think is uninvestable"  
[X Link](https://x.com/anyuser/status/1790998713051013333)  2024-05-16T06:52Z 22K followers, 29K engagements


"@BillAckman You got hustled. He sees his tips the next day. Probably runs this on half his customers"  
[X Link](https://x.com/anyuser/status/1793584123522777362)  2024-05-23T10:05Z 22K followers, [----] engagements


"It is a dark time for the SaaS Bros . Although the Covid Hangover has passed Nvidia Imperial Semi troops have driven the SaaS forces from their margin expansion resting base and pursued them across every portfolio in the market. Evading the dreaded Imperial Ai Training Mega Cluster a group of SaaS founders led by Luke Databricks has established a new secret base on the remote pipeline SaaS lake of Ev.Sales . The evil lord Michael Dell obsessed with finding young Databricks before multiple is harmed has dispatched thousands of GPU probes into the far reaches of space"  
[X Link](https://x.com/anyuser/status/1796572465394552910)  2024-05-31T16:00Z 22K followers, 31.3K engagements


"Excellent deck maybe best I've ever read on a sector. In fact I'm surprised you don't see more in formats like this. At Avenir were optimistic about the future of software- but keenly aware that the sector has struggled lately. This 45-page deck is our answer to a question echoing through the venture ecosystem and beyond: Whats Wrong with SaaS https://t.co/8sMVHLpGte https://t.co/0IXykT3mxZ At Avenir were optimistic about the future of software- but keenly aware that the sector has struggled lately. This 45-page deck is our answer to a question echoing through the venture ecosystem and"  
[X Link](https://x.com/anyuser/status/1811740613139677500)  2024-07-12T12:33Z 22K followers, 54.3K engagements


"Deepseek color. Saas OG Ceo: Told ya its all commodity but us. Saas diplomatic Ceo: This is great but it just means we will need more infra and keep building Gpu CEO: congrats this reminder how much ai needs us. Foundation Model CEO: Nice work little guy good to have some competition. Data labeling CEO: trade restrictions clearly not working; we must crack down harder while I source all my labor from the poorest parts of the 🌍 i want. Hyperscale CEO: Two words Jevons Paradox Gpu stock influencer: I dont trust the ccp. Sell-side strategist after a six sigma day: We like the application layer."  
[X Link](https://x.com/anyuser/status/1884120820253089867)  2025-01-28T06:06Z 22K followers, 25.1K engagements


"$ttd call thoughts. Always tough for a mgmt that's had so much success to do one of these but to say competition was not a factor let alone the biggest factor is just plain dishonest. Of [--] mid-sized agencies surveyed all pointed out $amzn competitive pressure. "We also shifted a bit of money out of the of core DSP into AMZN DSP b/c lower take rate for AMZN DSP"-Ag1 "TTD pricing is expensive and as more self serve tools proliferate itll encroach on them. We already have been seeing strength in AMZN DSP from endemic AMZN sellers but we also now see AMZN making headway into non endemic"  
[X Link](https://x.com/anyuser/status/1889906754495905912)  2025-02-13T05:17Z 22K followers, 28K engagements


"$asan This is a good case study for billionaire therapists. Chasing Self actualization in a new public company when u made 20bl off [--] months working on ur college roommates startup is not good for anyone. Sometimes buying a sports team is all u have left to do"  
[X Link](https://x.com/anyuser/status/1899277552675692951)  2025-03-11T01:53Z 22K followers, 17.8K engagements


"So $goog $amzn $msft $meta trade between 25-45x trailin ev/fcf as they capex binge out ai wise. Each one of them has at least one dominant global biz outside of compute infra. Meanwhile $orcl is at roughly 100x ttm ev/fcf w apps biz nobody excited about and 5th cloud ambitions. Basically you can buy $nvda at a little over 20x estimated fy [----] ev/fcf as it gushes cash or the levered up wrapper of their compute brokering it to even richer customers at 5x that multiple"  
[X Link](https://x.com/anyuser/status/1899413326293242027)  2025-03-11T10:53Z 22K followers, 25.1K engagements


"I would gone w Korean 🍖 but this works too. The Squid Game stock market Acadian Asset Management https://www.acadian-asset.com/investment-insights/owenomics/the-squid-game-stock-market https://www.acadian-asset.com/investment-insights/owenomics/the-squid-game-stock-market"  
[X Link](https://x.com/akramsrazor/status/1899775361573134567)  2025-03-12T10:51Z 22K followers, [----] engagements


"$ttd my condolences to the owners. This is next level brutal"  
[X Link](https://x.com/anyuser/status/1900625294769467432)  2025-03-14T19:09Z 22K followers, 47.6K engagements


"Hot take: So much time spent playing edge game in markets that everyone essentially stopped doing the basic investment work. Now way too many people good at edge game to point its not edge. And almost nobody wants to start w basic analysis of valuing a business anymore"  
[X Link](https://x.com/anyuser/status/1904571216146428177)  2025-03-25T16:28Z 22K followers, 53.9K engagements


"$tsla smartest sell-side comment on it in a while "The seeds for the current sales weakness pre-date the recent brand issues""  
[X Link](https://x.com/anyuser/status/1905245527282712748)  2025-03-27T13:08Z 22K followers, 13.7K engagements


"@GavinSBaker @AntonioGracias It's worth watching for a lesson in misrepresenting data to fit a conclusion drawn before you even examined the data. This is actually very sad as its obvious stuff based on covid and immigrants"  
[X Link](https://x.com/anyuser/status/1906811017557942525)  2025-03-31T20:49Z 22K followers, [----] engagements


"I just love how $appl traded like this was announced FRiday morning"  
[X Link](https://x.com/anyuser/status/1911048537409757523)  2025-04-12T13:27Z 22K followers, 28.6K engagements


"@buccocapital tariffs where always a stimulus package for right wing podcasts"  
[X Link](https://x.com/anyuser/status/1914854144114090171)  2025-04-23T01:29Z 22K followers, 11.3K engagements


"Someone shud explain to the treasury secretary that we started covering shorts and flipping long because we concluded their plan was such a total failure that there is zero chance it is ever implemented. Thats called positioning against the headlines. If u want to test for relapse panic pretend that markets have chilled for a few more days because they have confidence this policy plays out"  
[X Link](https://x.com/anyuser/status/1916560720952725626)  2025-04-27T18:30Z 22K followers, 17.5K engagements


"$Rddt Ive concluded is a clear short. U cant touch this stock till its $70"  
[X Link](https://x.com/anyuser/status/1924886503714640038)  2025-05-20T17:54Z 22K followers, 30.1K engagements


"Every point but the first one is irrelevant and the 1st one is the entire debate. If you think long and hard about $adbe and u want to make this bet just hit pause and buy $goog instead. Cheaper facing similar debate more moaty and diversified. Better advice though is find easier shit. William Heard $ADBE pitch at Sohn [----] Undervalued Amidst AI Misperception: The market currently discounts $ADBE's value assuming AI will disrupt rather than further entrench its competitive position leading to attractive trough multiples relative to its historical average https://t.co/wjtvepWMQs William Heard"  
[X Link](https://x.com/anyuser/status/1926748768071786641)  2025-05-25T21:14Z 22K followers, 40.2K engagements


"@chamath Yea thats nonsense. This was a distressed asset basically and coinbase cud rolled it in no problem. The low float failed business ipo but amazing post listing performance is a meme behavior phenomena and not a problem with the ipo market"  
[X Link](https://x.com/anyuser/status/1936139101947961746)  2025-06-20T19:08Z 22K followers, [----] engagements


"Market just filled to the brim w nihilistic behavior. You kind of feel sorry for the folks in denial about it. Hey if we just teach financial literacy there will be more upward mobility via the stock mkt. Sanks boomer When this cycle finishes you wont be able to count on traditional stimulus to fix it. It will just be total burn out from creating infinite instruments that do nothing productive and everyone trading them knowing that already. What will be really fascinating is once 🤖 totally understand whats going on and can explain every low float twist and turn and the actual psychology of"  
[X Link](https://x.com/anyuser/status/1940840780945674554)  2025-07-03T18:31Z 22K followers, 20.9K engagements


"@TheCinesthetic Definitely not underrated. Think its consensus hes a one of greatest villain performances ever"  
[X Link](https://x.com/anyuser/status/1942482446978584650)  2025-07-08T07:14Z 22K followers, 26.1K engagements


"$goog ngl but ai overviews eating gpt share for me now.old habits die hard"  
[X Link](https://x.com/anyuser/status/1944993678327492959)  2025-07-15T05:33Z 22K followers, 61.5K engagements


"$gtlb What does ai think about ai killing saas I didn't paste the bear case as it's so commonly known. The Bull Case: Agentic AI as a Force for ASP Expansion The bullish counter-argument posits that the bears are fundamentally miscalculating the value chain of software. This perspective asserts that the cost of writing code has always been a minor component compared to the total cost of ownership and the value delivered. Agentic AI in this view will amplify that value justifying significantly higher prices. Value-Based Pricing on Steroids: The primary argument here is that software isn't"  
[X Link](https://x.com/anyuser/status/1947357251871613269)  2025-07-21T18:05Z 22K followers, 23.4K engagements


"$GTLB replacing Jira + Confluence + Jenkins needs more market attention. Come up many times in customer calls past month either for those doing or those giving thought to it"  
[X Link](https://x.com/anyuser/status/1948088956618207426)  2025-07-23T18:32Z 22K followers, 19.6K engagements


"@BillAckman Ok dude put [--] Muslim youth group kids on a plane and have them sing in foreign language and see how that goes. U Mr anti cancel culture want to cancel the airline 5mn after this story broke. Maybe u shud consider ur tribalism and check it at the corporate door"  
[X Link](https://x.com/anyuser/status/1948298333715407169)  2025-07-24T08:24Z 22K followers, [----] engagements


"$net $nflx $amzn Razor's Edge: Cloudflare's 4th Cloud is a Netflix Investment Narrative Replay. https://the-razors-edge.ghost.io/razors-edge-cloudflares-4th-cloud-is-a-netflix-investment-narrative-replay/ https://the-razors-edge.ghost.io/razors-edge-cloudflares-4th-cloud-is-a-netflix-investment-narrative-replay/"  
[X Link](https://x.com/anyuser/status/1950230152308563974)  2025-07-29T16:21Z 22K followers, 574.1K engagements


"@markoinny Talk to an llm daily and u will get how stupid u sound. Cud still be a massive massive bust but not for the reasons u cite. Computers are now exceptional knowledge workers. There is no denying that"  
[X Link](https://x.com/anyuser/status/1950575642275164395)  2025-07-30T15:14Z 22K followers, [----] engagements


"trade idea if u have isda .lever up short $msft $meta $amzn $goog $nvda and long sp500 + $tsla"  
[X Link](https://x.com/anyuser/status/1950701275253035022)  2025-07-30T23:33Z 22K followers, 19.7K engagements


"$gtlb This still has dollar billz written all over it. Agentic Dream tam is still full dev replacement which like 300-400bl year in USA. Figure u have a 50bl annual agentic opportunity. MSFT has folded github in and wants this. OpenAi/Claude/Goog/Amzn/ want this too. GTLB is a shortcut prime asset to accelerate this. This is what you look for in strategic m&a. I can see so many permutations here with anthropic/amzn pe/anthropic goog/amzn/anthropic open ai etc doing this. Also multiple suitors including devops guys like ddog/team who wud want to take a crack this as well"  
[X Link](https://x.com/anyuser/status/1955838201039393062)  2025-08-14T03:45Z 22K followers, 30.9K engagements


"@buccocapital The attention economy has pricing power"  
[X Link](https://x.com/anyuser/status/1959329064969261085)  2025-08-23T18:57Z 22K followers, 18K engagements


"Honesty what saas grew 30% organic this q $gtlb grew faster than $ddog and $net and generated 150ml cash h1. Kind of get tired of the decel comments like this is somehow going to 4% tmrw and trading at 15x sales. I thought ceo did great job crushing some real stupid takes out there and showing this biz is very healthy. Also enough drastic improving color on Ai product side to keep an eye which is all that really is left to complete the picture. I think I could sell this biz for $60 by next week if they wanted me to"  
[X Link](https://x.com/anyuser/status/1963361162445181245)  2025-09-03T21:59Z 22K followers, 34.8K engagements


"@benitoz zuck must been pained by chamath being two seats from him"  
[X Link](https://x.com/anyuser/status/1963822871974666646)  2025-09-05T04:33Z 22K followers, 126.7K engagements


"2025 wealth creation plan 1)pick shitco out of hat 2) have chat gpt help u write short report 3) buy calls 4)publish 5) get dunked on 6) get rich"  
[X Link](https://x.com/anyuser/status/1973838132387983759)  2025-10-02T19:50Z 22K followers, 18.4K engagements


"$clpt add this to list of stocks that amazes me in this tape for how it isnt up way more already. How is not $50 or $100 yet"  
[X Link](https://x.com/anyuser/status/1974070598213984341)  2025-10-03T11:14Z 22K followers, 26.1K engagements


"$clpt mafia we gonna end dementia $open army - you can try a home For [--] days"  
[X Link](https://x.com/anyuser/status/1974167351143903650)  2025-10-03T17:39Z 22K followers, 10.5K engagements


"Orcl just a big gamble by a guy who could afford to bet it all w the writing on the wall. Will either save the biz from being fucked long term which it was already or it wont. In either case stock is stupid as this isnt aws blazing a trail but rather a high cost of capital guy doing this vs [--] other mega machines. Its some of the easiest analysis ever but that not gonna do u any good in a market like this. U just need to gauge sentiment and news flow cycles"  
[X Link](https://x.com/anyuser/status/1975596500936765575)  2025-10-07T16:18Z 22K followers, 18.9K engagements


"$adbe ngmi explained Trump: How much do you plan to invest ADOBE CEO: It's only intellectual property. Its people. We make everything here https://t.co/AFBmNRfSef Trump: How much do you plan to invest ADOBE CEO: It's only intellectual property. Its people. We make everything here https://t.co/AFBmNRfSef"  
[X Link](https://x.com/anyuser/status/1980809579345678418)  2025-10-22T01:33Z 22K followers, 39.5K engagements


"Friends we lost along the way. Athleisure Fast Casual 75% of SaaS Ethereum Brandcentral Cruiselines Casinos Social Media NFT's Fin Compounders"  
[X Link](https://x.com/anyuser/status/1985849827968917923)  2025-11-04T23:21Z 22K followers, 38.9K engagements


"Infinite money bridge daily routine: 1)Wake up 3am check dram/nand spot prices 2) buy some $sndk pre mkt 3) read some threads on why memory is all that matters in life 4) look at my sndk [----] estimates and realize they too low and take them up 5% from the day before 5) sell my sndk 30mn before close 6) go talk about ddr5 and qlc at ai cocktail party spaces Repeat this 5x a week till people complain about iPhone prices going up cause of a flash crisis"  
[X Link](https://x.com/anyuser/status/1988565799817429145)  2025-11-12T11:13Z 22K followers, 27.3K engagements


"$rddt dropped like 10% after earn reversed to flat and went up 10% next day gave almost all of it back last 30mn fell 20% next [--] sessions rallies 20% next 4.this is price action of a lot of stocks lately"  
[X Link](https://x.com/anyuser/status/1988732124682396107)  2025-11-12T22:14Z 22K followers, 14.5K engagements


"Some proper bangers in here. "Cost per token is everything for AI. Google is the low cost producer of LLM tokens (with xAI as #2) but Tesla is the lowest cost producer of tokens that matter for FSD and Robotics. " "AI is the first time in my career that being the low cost producer has mattered as token quantity effectively drives quality in a reasoning world. I think this dynamic is very underappreciated by the market." "Also so strange to me that anyone is focused on AI as a bubble given the extremely obvious quantum and nuclear bubbles where there are loads of equities that can decline 99%"  
[X Link](https://x.com/anyuser/status/1989721319966150684)  2025-11-15T15:45Z 22K followers, 57K engagements


"@thatchthoughts @TMTLongShort And last month that would said europe and few months before that north america.but seeing as i'm taxed on citzenship that's all you need to know genius"  
[X Link](https://x.com/akramsrazor/status/2014741245684551839)  2026-01-23T16:45Z 22K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing