# ![@anni_sen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2962449658.png) @anni_sen Anni

Anni posts on X about $nvda, $wulf, china, nvda the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2962449658/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2962449658/c:line/m:interactions.svg)

- [--] Week [------] -30%
- [--] Month [-------] +58%
- [--] Months [---------] +606%
- [--] Year [---------] +263%

### Mentions: [--] [#](/creator/twitter::2962449658/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2962449658/c:line/m:posts_active.svg)

- [--] Month [---] +27%
- [--] Months [---] +230%
- [--] Year [-----] +140%

### Followers: [-----] [#](/creator/twitter::2962449658/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2962449658/c:line/m:followers.svg)

- [--] Week [-----] +1.70%
- [--] Month [-----] +12%
- [--] Months [-----] +289%
- [--] Year [-----] +444%

### CreatorRank: [---------] [#](/creator/twitter::2962449658/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2962449658/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$nvda](/topic/$nvda), [$wulf](/topic/$wulf), [china](/topic/china), [nvda](/topic/nvda), [$intc](/topic/$intc), [$cifr](/topic/$cifr), [$googl](/topic/$googl), [bitcoin](/topic/bitcoin), [$vktx](/topic/$vktx), [ai](/topic/ai)

**Top accounts mentioned or mentioned by**
[@dgrettaauthor](/creator/undefined) [@kingkang80](/creator/undefined) [@jbulltard1](/creator/undefined) [@mukund](/creator/undefined) [@moninvestor](/creator/undefined) [@edgecgroup](/creator/undefined) [@joedab12](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@sickrhino0](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@alphatrader00](/creator/undefined) [@disruptorinvest](/creator/undefined) [@peacetee2021](/creator/undefined) [@globalcollapse](/creator/undefined) [@princetongb](/creator/undefined) [@taythesavage](/creator/undefined) [@midnightcaptl](/creator/undefined) [@gubloinvestor](/creator/undefined) [@auclaircapital](/creator/undefined) [@firstadopter](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [TeraWulf Inc. (WULF)](/topic/$wulf) [Intel Corporation (INTC)](/topic/$intc) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Apple, Inc. (AAPL)](/topic/$aapl) [Novo-Nordisk (NVO)](/topic/$nvo) [Iris Energy Limited (IREN)](/topic/$iren) [Eli Lilly and Company (LLY)](/topic/$lly) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Bloom Energy Corporation (BE)](/topic/$be) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Pfizer, Inc. (PFE)](/topic/$pfe) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Starbucks Corporation (SBUX)](/topic/$sbux) [IonQ, Inc. (IONQ)](/topic/$ionq) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Paramount Global (PARA)](/topic/$para) [MP Materials Corp. (MP)](/topic/$mp) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Metadium (META)](/topic/$meta) [Arm Holdings plc (ARM)](/topic/$arm) [Oracle Corporation (ORCL)](/topic/$orcl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Celsius (CEL)](/topic/celsius) [QuantumCore (QBS)](/topic/quantum) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Archer Aviation Inc. (ACHR)](/topic/$achr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/$eth) [Boeing Co (BA)](/topic/$ba) [RAI Finance (SOFI)](/topic/$sofi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#Brazilelection has gone into a October [--] runoff between Silva and Bolsonaromarket likes transitory stalemate. $PBR $ITUB playing risk on from now till a decision emerges. https://www.wsj.com/articles/populism-will-win-brazils-election-bolsonaro-lula-candidates-campaign-voting-system-unemployment-inflation-democracy-11664724955 https://www.wsj.com/articles/populism-will-win-brazils-election-bolsonaro-lula-candidates-campaign-voting-system-unemployment-inflation-democracy-11664724955"  
[X Link](https://x.com/anni_sen/status/1577007347180134401)  2022-10-03T18:47Z [---] followers, [--] engagements


"Tell me it aint true . why is S.B.F. not in jail yet #jailSBF"  
[X Link](https://x.com/anni_sen/status/1595551810437382144)  2022-11-23T22:56Z [---] followers, [--] engagements


"Ericsson slower 5G orders reverberates to $QCOM https://www.wsj.com/articles/ericsson-warns-of-slowing-5g-orders-in-north-america-11674212235 https://www.wsj.com/articles/ericsson-warns-of-slowing-5g-orders-in-north-america-11674212235"  
[X Link](https://x.com/anni_sen/status/1616468878988824576)  2023-01-20T16:13Z [---] followers, [--] engagements


"$TMUS $VZ $T-Heres the problem: We see a growing mismatch between industry growth rates and company expectations not just for T-Mobile but for all of the Big Three Moffett Nathanson"  
[X Link](https://x.com/anni_sen/status/1622625318103314434)  2023-02-06T15:56Z [---] followers, [--] engagements


"#Samsung keeps $GOOG search engine after internal search platform study considered $MSFT Bing https://www.wsj.com/articles/google-is-spared-a-search-engine-switch-by-a-major-partner-f06b734f https://www.wsj.com/articles/google-is-spared-a-search-engine-switch-by-a-major-partner-f06b734f"  
[X Link](https://x.com/anni_sen/status/1659563704843911174)  2023-05-19T14:16Z [---] followers, [--] engagements


"$AAPL. $AVGO deal sounds like a snub to $QCOM and secure US manufacturing away from #China https://www.wsj.com/articles/apple-strikes-multibillion-dollar-supply-deal-with-broadcom-58c0c7e7 https://www.wsj.com/articles/apple-strikes-multibillion-dollar-supply-deal-with-broadcom-58c0c7e7"  
[X Link](https://x.com/anni_sen/status/1661017983941230594)  2023-05-23T14:35Z [---] followers, [---] engagements


"$NVDA -one stock unlimited upside valuation agnostic"  
[X Link](https://x.com/anni_sen/status/1661474216783519746)  2023-05-24T20:48Z [---] followers, [---] engagements


"$MU $SOXS Micron Technology warned Friday that around half of its China customer revenue could be impacted by a partial ban on the U.S. chip maker selling to some Chinese companies. The stock fell more than 2% in early trading"  
[X Link](https://x.com/anni_sen/status/1669732435125501957)  2023-06-16T15:43Z [---] followers, [--] engagements


"@BigBullCap To know how this ends follow $ilmn constitutional challenges against FTC authority. If Illumina prevails then $amzn can use as precedence to win"  
[X Link](https://x.com/anni_sen/status/1671588738261209089)  2023-06-21T18:39Z [---] followers, [--] engagements


"@ronjonbSaaS The S&M growth vs revenue growth for $SNOW will be imp metric going forward. Given they have a large installed base the S&M spend shd weather a downturn. But who knows"  
[X Link](https://x.com/anni_sen/status/1673449311567511552)  2023-06-26T21:57Z [---] followers, [---] engagements


"$U "Unitys new AI platforms will be powerful for creators and artists as we expect Unity Muse make them [--] times more productive while Unity Sentis will help them bring their creations to life with interactive intelligence in a way never before possible"  
[X Link](https://x.com/anni_sen/status/1673694353020297217)  2023-06-27T14:07Z [---] followers, [---] engagements


"$NVDA Dept. of Commerce plans on adding bans to A800 and H800 which were lower perf workarounds for A100 and H100. Leasing of cloud clusters using these GPUs by Chinese #AI companies also to be banned"  
[X Link](https://x.com/anni_sen/status/1673916555669946368)  2023-06-28T04:51Z [---] followers, [---] engagements


"$NVDA Chip bans to China for semis #Powell - more rates coming yet $QQQ rallies - most likely end of quarter #rebalancing and getting the last juice out of tech for PMs"  
[X Link](https://x.com/anni_sen/status/1674087780413227011)  2023-06-28T16:10Z [---] followers, [---] engagements


"$META #Twitter - the issue with #threadapp is its association with #instagram. The demographic and content are different. Threads to compete needs the political and major FinTwit to follow not the teenager noise of Insta"  
[X Link](https://x.com/anni_sen/status/1677768094616367104)  2023-07-08T19:54Z [---] followers, [--] engagements


"The deflation in consumer prices in #China is a warning sign from the worlds second biggest market $NKE $AAPL $MSFT"  
[X Link](https://x.com/anni_sen/status/1689232916101095424)  2023-08-09T11:11Z [---] followers, [--] engagements


"$PANW rev beat w lowered estimates. The Friday call seems like #wagthedog AI and consolidation across hardware software and SASE firewall is a concept every other security vendor is working on"  
[X Link](https://x.com/anni_sen/status/1692667690618355976)  2023-08-18T22:40Z [---] followers, [---] engagements


"@ronjonbSaaS Its a simple business model - take advantage when opportunity presents itself"  
[X Link](https://x.com/anni_sen/status/1696947501927112947)  2023-08-30T18:06Z [---] followers, [---] engagements


"$DG - back to [----] market cap so folks who are maxing their credit cards are not shopping at #DollarGeneral"  
[X Link](https://x.com/anni_sen/status/1697659193245962367)  2023-09-01T17:14Z [---] followers, [---] engagements


"The UAW strike will cripple production timelines for $GM $F Chrysler and benefit $TSLA offering the cybertruck in a timing strategy that will help sales"  
[X Link](https://x.com/anni_sen/status/1698734320641511893)  2023-09-04T16:26Z [---] followers, [---] engagements


"Labor per hour $66 for #UAW labor $55 #Toyota and $45 #Tesla"  
[X Link](https://x.com/anni_sen/status/1698745624462844321)  2023-09-04T17:11Z [---] followers, [--] engagements


"$TSLA [--] tailwinds: [--]. UAW Strike denting $F and $GM progress in EVs [--]. Crude at $91 creating demand for non IC cars [--]. Subsidies coupled with lower prices making EV affordable around 25-30k"  
[X Link](https://x.com/anni_sen/status/1703814754496860510)  2023-09-18T16:54Z [---] followers, [---] engagements


"@SawyerMerritt Sorry but $GM is hosed"  
[X Link](https://x.com/anni_sen/status/1703829411563516227)  2023-09-18T17:52Z [---] followers, [--] engagements


"$AAPL modem delays highlights lack of understanding complexities developing microprocessors vs communication devices. Being [--] cadence behind is not something to be taken lightly. Current viable suppliers are $QCOM #Mediatek and #Samsung"  
[X Link](https://x.com/anni_sen/status/1704721843813507382)  2023-09-21T04:58Z [---] followers, [--] engagements


"How is $6.49 sustainable If this does not make one go out and buy a $TSLA dont know what will. #SanDiego #crude"  
[X Link](https://x.com/anni_sen/status/1707136016396742884)  2023-09-27T20:51Z [---] followers, [--] engagements


"#Huawei Mate60 using 7nm process with #SMIC and DUV tech from $ASML has closed the gap with $AAPL to [--] years of delay in process tech. $AAPL process is currently at 3nm. Thats a jump from a delay of [--] years and closing fast"  
[X Link](https://x.com/anni_sen/status/1707618889868431455)  2023-09-29T04:50Z [---] followers, [---] engagements


"$MSFT up 4.5% AH. Bing-the new default $AAPL search engine"  
[X Link](https://x.com/anni_sen/status/1708955878265954536)  2023-10-02T21:23Z [---] followers, [--] engagements


"#Nexusflow - Generative AI for cybersecurity applications $PANW $ZS $CRWD- competitive business model"  
[X Link](https://x.com/anni_sen/status/1708965604647125394)  2023-10-02T22:02Z [---] followers, [--] engagements


"10year treasury portends inflation for longer higher borrowing costs hell for debt laden entities. Small cap debt borrowing homes utilities whose dividends are not competitive anymore will all get valuation haircuts"  
[X Link](https://x.com/anni_sen/status/1709217381091049830)  2023-10-03T14:42Z [---] followers, [--] engagements


"@dylan522p Curios how $QCOM SOC AI capabilities compare as they dont have custom silicon but I believe inference using llama"  
[X Link](https://x.com/anni_sen/status/1709631792138043529)  2023-10-04T18:09Z [---] followers, [--] engagements


"$XOM to make an offer to buy $PXD Pioneer Natural resources. -could be a combination of cash horde of Exxon and the rich assets of Permian basin"  
[X Link](https://x.com/anni_sen/status/1710089024353013796)  2023-10-06T00:26Z [----] followers, [---] engagements


"$DVA over 20% drop in value w Ozempic threat is overblown. No doctor will chose a weight loss drug over dialysis fearing malpractice nor are the GLP1 trials conclusive to recommend to CKD patients. $BRK.A over 40% stake and buybacks hopefully will put a floor to this name"  
[X Link](https://x.com/anni_sen/status/1712504505076720017)  2023-10-12T16:24Z [---] followers, [---] engagements


"$DVA- #Ozempic after all did not eliminate need for dialysis as I had predicted. Almost 10% gain since apparently getting ozempicked $DVA over 20% drop in value w Ozempic threat is overblown. No doctor will chose a weight loss drug over dialysis fearing malpractice nor are the GLP1 trials conclusive to recommend to CKD patients. $BRK.A over 40% stake and buybacks hopefully will put a floor to this name. $DVA over 20% drop in value w Ozempic threat is overblown. No doctor will chose a weight loss drug over dialysis fearing malpractice nor are the GLP1 trials conclusive to recommend to CKD"  
[X Link](https://x.com/anni_sen/status/1715026930037346332)  2023-10-19T15:27Z [---] followers, [---] engagements


"$DVN -net earnings of $910 million or $1.42 per diluted a [--] percent increase from Q2 -operating cash flow $1.7B or $843M FCFa more than two-fold increase. - retired $242M outstanding -declared dividend of $0.77 per shareincrease of 57% increase"  
[X Link](https://x.com/anni_sen/status/1722001148436164911)  2023-11-07T21:20Z [---] followers, [---] engagements


"$SBUX is brewing efficiency with $900M potential add to revenue"  
[X Link](https://x.com/anni_sen/status/1724541770447610268)  2023-11-14T21:36Z [---] followers, [---] engagements


"$AAPL #Xiaomi catching up in premium smartphone sales"  
[X Link](https://x.com/anni_sen/status/1726705549633523777)  2023-11-20T20:54Z [---] followers, [--] engagements


"Thiscd be why $SBUX down 11% from its $107 Nov peak. Starbucks Labor Group seeks [--] seats on board. Increased labor cost cd drag on operating profits for a long time. #WSJ"  
[X Link](https://x.com/anni_sen/status/1732255639337144639)  2023-12-06T04:28Z [---] followers, [--] engagements


"#inflation #rates Fed unlikely to lower due to stubborn core inflation at 4%.Core inflationaccelerated to 0.3% last month from Octobers 0.2%. On a year-over-year basis core prices held firm at a 4% rate double the central banks target of 2% annual price growth. #Barrons"  
[X Link](https://x.com/anni_sen/status/1734728341092217286)  2023-12-13T00:14Z [---] followers, [--] engagements


"$DOCU exploring sale- could be a large deal given market cap of 11B"  
[X Link](https://x.com/anni_sen/status/1735743212470604241)  2023-12-15T19:26Z [---] followers, [---] engagements


"$Para $WBD merger talks- as I have alluded M&A is the only way for tier 3-5 media to survive a high rate market"  
[X Link](https://x.com/anni_sen/status/1737584706458148909)  2023-12-20T21:24Z [---] followers, [---] engagements


"@jbulltard1 $PFE has wasted their pandemic loot on expensive M&A"  
[X Link](https://x.com/anni_sen/status/1738585359293009938)  2023-12-23T15:40Z [---] followers, [---] engagements


"@davey_juice more used cases for Synopsys"  
[X Link](https://x.com/anni_sen/status/1740594742948508041)  2023-12-29T04:45Z [---] followers, [---] engagements


"#2023 #topstocks - $NVDA $META $PANW with some $RCL sprinkled in. [--] out of [--] are #techstocks [--] battered cruise-lines and builders. #Barrons"  
[X Link](https://x.com/anni_sen/status/1740774413967175724)  2023-12-29T16:38Z [---] followers, [---] engagements


"@ronjonbSaaS China is trying to replace iPhones w Huawei $AAPL market may shrink to Europe and US. India is insignificant revs. $MSFT on the other hand is an irreplaceable product and not cost effective for China to copy"  
[X Link](https://x.com/anni_sen/status/1742369307898843576)  2024-01-03T02:16Z [---] followers, [---] engagements


"@davey_juice instead of [--] major EDS now theres $CDNS and $SNPS guaranteeing their future product pricing increases"  
[X Link](https://x.com/anyuser/status/1743359320220430493)  2024-01-05T19:50Z [--] followers, [---] engagements


"@jbulltard1 It was the endless fixes and unreasonable tenants that were imagining they were at the Ritz. Ppl wfh now so there is more wear n tear"  
[X Link](https://x.com/anni_sen/status/1744176535010210197)  2024-01-08T01:57Z [---] followers, [--] engagements


"$HTZ $TSLA Hertz sells 20k EVs for a $245M loss due to BEV value depreciation higher than IC vehicles. Tesla owners really need to think of the residual value vs. gas savings. ESG is a farce"  
[X Link](https://x.com/anni_sen/status/1745483953967173773)  2024-01-11T16:32Z [---] followers, [---] engagements


"@jbulltard1 hertz made the worst strategic decision buying into Tesla"  
[X Link](https://x.com/anni_sen/status/1745487160780935328)  2024-01-11T16:45Z [---] followers, [--] engagements


"$BA $UAL United is looking at alternatives to the [----] Max-10 jets ordered. Both #Airbus and #Boeing have doubled their [----] orders from [----] [----] to [----] for Airbus and [---] to [----] for Boeing with the single-aisle narrow body being a hot seller"  
[X Link](https://x.com/anyuser/status/1749982816421777731)  2024-01-24T02:29Z [--] followers, [---] engagements


"$MSFT $GOOG #Openai #Anthropic- here we go again w Lina Khan and Co. -#Barrons"  
[X Link](https://x.com/anni_sen/status/1750586809397186697)  2024-01-25T18:29Z [---] followers, [---] engagements


"@ronjonbSaaS $TSLA - Musk specifies headwinds: [--]. Chinese EV manufacturers are good and will dismantle western EVs wo tariffs. [--]. Musk would rather focus on his high growth business like and spaceX. [--]. Wo Musk focus $TSLA innovation incl bots will stall"  
[X Link](https://x.com/anni_sen/status/1751322509327360298)  2024-01-27T19:13Z [---] followers, [---] engagements


"$AMZN #Bezos plans to sell 50M Amazon shares.This could be healthy diversification or a sign of a frothy tech market"  
[X Link](https://x.com/anni_sen/status/1753530447286751298)  2024-02-02T21:26Z [---] followers, [---] engagements


"Fast Car- a song that never grows old Here is the full Tracy Chapman x Luke Combs Grammys performance of Fast Car Here is the full Tracy Chapman x Luke Combs Grammys performance of Fast Car"  
[X Link](https://x.com/anni_sen/status/1754555627979042843)  2024-02-05T17:20Z [---] followers, [--] engagements


"@GeneInvesting that was informative. like to hear more on LOWE adoption rates. Are they planning a secondary offering. etc"  
[X Link](https://x.com/anni_sen/status/1755385427760914869)  2024-02-08T00:17Z [---] followers, [--] engagements


"@jbulltard1 He sold $NVDA in the $300s so yeah great valuation furu"  
[X Link](https://x.com/anni_sen/status/1755808389689680020)  2024-02-09T04:18Z [---] followers, [---] engagements


"$NYCB $800k of insider buys today. #Barrons Dead cat bounce or Fed to the rescue"  
[X Link](https://x.com/anni_sen/status/1756005072549650639)  2024-02-09T17:20Z [---] followers, [----] engagements


"@jbulltard1 Whats your take on $PYPL with new CEO and cheap at 11PE"  
[X Link](https://x.com/anni_sen/status/1756762447237755169)  2024-02-11T19:29Z [---] followers, [---] engagements


"@techfund1 $MBLY chips priced higher than competitors like $QCOM for similar functionality"  
[X Link](https://x.com/anni_sen/status/1758591817204081141)  2024-02-16T20:38Z [---] followers, [---] engagements


"@techfund1 $QCOM has [--] tiered pricing with diff functionalities(not sure about levels). Having worked there I know they have better debug and support. $MBLY is more than 2x expensive with less flexibility to customize"  
[X Link](https://x.com/anni_sen/status/1758897298103513412)  2024-02-17T16:52Z [---] followers, [---] engagements


"@techfund1 Qualcomm has the full stack pricing I heard around $300ish for high range but this maybe old news"  
[X Link](https://x.com/anni_sen/status/1758899047014809743)  2024-02-17T16:59Z [---] followers, [--] engagements


"@JaguarAnalytics China using Singapore as front"  
[X Link](https://x.com/anni_sen/status/1760537800934646037)  2024-02-22T05:31Z [---] followers, [--] engagements


"@Pharmdca Where will secondary of $350M price at"  
[X Link](https://x.com/anni_sen/status/1762628843310084148)  2024-02-28T00:00Z [---] followers, [----] engagements


"@mukund @elonmusk @OpenAI As long as OpenAI innovation outpaces their management greed they will be ok"  
[X Link](https://x.com/anni_sen/status/1763592487837602065)  2024-03-01T15:49Z [---] followers, [---] engagements


"$CL=F #crude over $80. Crude costs funds its way into most manufacturing which cant bode well for inflation"  
[X Link](https://x.com/anni_sen/status/1763630872891449379)  2024-03-01T18:22Z [---] followers, [----] engagements


"$GOOG needs genAI based search yet cant cannibalize their cash cow. Everyday more users migrate to #chatGPT #Perplexity. Mgmnt lacks guts like Bezos or Zuck to swallow hard pill to take top line hit. Maybe a breakup of their AI assets run like a non profit finally makes sense. GenAI poses a much deeper pickle for Google than I initially assumed. The last few weeks completely echo the time I was at Google in the early 2000's when we were up against Microsoft - except this time Google is on the receiving end. Looking back we beat Microsoft not GenAI poses a much deeper pickle for Google than I"  
[X Link](https://x.com/anni_sen/status/1763744688904040485)  2024-03-02T01:54Z [---] followers, [---] engagements


"@mukund good point though $SNOW P/S of [--] now vs $msft [--] years back are not a huge multiple expansion opportunity"  
[X Link](https://x.com/anni_sen/status/1763971889557635140)  2024-03-02T16:57Z [---] followers, [---] engagements


"Issue is can $NVDA keep pricing and demand for Bx00 when market need is met by flood of legacy Hx00 gross margin takes a likely hit. Did Dell mistakenly announce details about Nvidias next big AI GPU for [----] https://t.co/MrUQKRHfQU https://t.co/1may4zDF8v Did Dell mistakenly announce details about Nvidias next big AI GPU for [----] https://t.co/MrUQKRHfQU https://t.co/1may4zDF8v"  
[X Link](https://x.com/anni_sen/status/1763985557351469268)  2024-03-02T17:51Z [---] followers, [---] engagements


"$NYCB drama continues $1B infusion deposits secured w FDIC doesnt seem like a bankruptcy candidate"  
[X Link](https://x.com/anni_sen/status/1765485785309188530)  2024-03-06T21:13Z [---] followers, [---] engagements


"$NVO MC 592B $TSLA MC 561B $TSLA likely trading sideways with glut of EVs and little pricing power. Weight loss still has some runway though competition from $LLY $VKTX etc. catching up. Theres also the issue of insurance payments. Overall a tech rotation will be healthy"  
[X Link](https://x.com/anni_sen/status/1766150342922944521)  2024-03-08T17:13Z [---] followers, [---] engagements


"$NVO $LLY $VKTX- #FDA approves #Wegovy to prevent heart attacks. As I was saying runway for weight loss is getting started"  
[X Link](https://x.com/anni_sen/status/1766208531240218829)  2024-03-08T21:05Z [---] followers, [----] engagements


"@anandragn investors who can balance the alpha with contraction thinking will get better risk adjusted returns"  
[X Link](https://x.com/anni_sen/status/1766895617455059016)  2024-03-10T18:35Z [---] followers, [---] engagements


"$BA - Justice Dept. starts criminal inquiry into Alaska Air flight Max [---] incident. $BA Oct22 low $132. Boeing is a govt. backed monopoly at prices around 20% to 30% Oct lows there will be an attractive entry point"  
[X Link](https://x.com/anni_sen/status/1767391546859835429)  2024-03-12T03:25Z [---] followers, [---] engagements


"@from1to2000000 Why wont $ADM gapfill back to $80"  
[X Link](https://x.com/anni_sen/status/1770833441400991776)  2024-03-21T15:22Z [---] followers, [--] engagements


"@from1to2000000 And I switched my $ADM for $NVDA talk of FOMO"  
[X Link](https://x.com/anni_sen/status/1770840383921995992)  2024-03-21T15:50Z [---] followers, [---] engagements


"$PARA - the price action after Apollo offer suggests Shari Redstone unwilling to sell just the studio.Their streaming is a money loser and will never achieve scale or margins of $NFLX. With net debt $14B it is a cash flow hole. Its time for Shari to handover the keys. $PARA gets $11B offer from Apollo. Have owned $PARA in [----] during Archegos debacle.Paramount is worth more than $11B issue is Sheri Redstone willing to sell at this price. https://t.co/zEf1q5xhxl $PARA gets $11B offer from Apollo. Have owned $PARA in [----] during Archegos debacle.Paramount is worth more than $11B issue is Sheri"  
[X Link](https://x.com/anni_sen/status/1771227038004707499)  2024-03-22T17:26Z [---] followers, [---] engagements


"$LLY $NVO $VKTX - Medicare Part D spending on Lillys Mounjaro and Novos Ozempic and Rybelsus up at 5.7B in [--] from 56.8M in [--] a 1000x jump. - higher spending expected to Part D able to cover Wegovy for its heart benefits - cheaper pill form negotiation not until 27"  
[X Link](https://x.com/anni_sen/status/1772789558230557024)  2024-03-27T00:55Z [---] followers, [---] engagements


"#Databricks #DBRX. This new model outperforms SOTA open-source models like Llama [--] 70B Mixtral-8x7B and Grok-1 across various benchmarks. $SNOW should be pursuing similar approach"  
[X Link](https://x.com/anni_sen/status/1773026152002552212)  2024-03-27T16:35Z [---] followers, [---] engagements


"$PARA - S&P downgrades #Paramount credit rating to junk yet stock up 3%. Likely makes an acq. easier according to Steven Cahill of Wells FargoThats because with the junk status assigned to its debt an acquiring party would not need to repay or reissue the debt $PARA - the price action after Apollo offer suggests Shari Redstone unwilling to sell just the studio.Their streaming is a money loser and will never achieve scale or margins of $NFLX. With net debt $14B it is a cash flow hole. Its time for Shari to handover the keys. $PARA - the price action after Apollo offer suggests Shari Redstone"  
[X Link](https://x.com/anni_sen/status/1773402507802444145)  2024-03-28T17:31Z [---] followers, [----] engagements


"10year TNX at 4.36% $CL=F $85 at a mid 4% the risk trade is limited to businesses that have positive return on capital - deterring speculation. Question is what is triggering the rise in the 10-yr. Foreigners dumping their treasuries"  
[X Link](https://x.com/anni_sen/status/1775211505337917857)  2024-04-02T17:19Z [---] followers, [---] engagements


"$WBA Walgreens 5-year low. Dividend 4.76% MC 16B [----] eps $3.5 PE [--]. Took $13B goodwill with VillageMD. Delivers faster than Amazon with Doordash. Prescriptions still need human intervention. New CEO Tim Wentworth hopefully can turn this laggard around"  
[X Link](https://x.com/anni_sen/status/1775572391231660205)  2024-04-03T17:13Z [---] followers, [---] engagements


"@hingfdiuh $WBA Right dividend up since last two days drop. it pays over 5% to hold. They need a catalyst not sure what that cd be"  
[X Link](https://x.com/anni_sen/status/1775599832763453874)  2024-04-03T19:02Z [---] followers, [--] engagements


"$PARA Paramount and Skydance Media have agreed to go into exclusive merger discussions. Under the agreement Paramount wont entertain any offers from other companies for [--] days while the two firms try to work out a deal. #WSJ $PARA - S&P downgrades #Paramount credit rating to junk yet stock up 3%. Likely makes an acq. easier according to Steven Cahill of Wells FargoThats because with the junk status assigned to its debt an acquiring party would not need to repay or reissue the debt $PARA - S&P downgrades #Paramount credit rating to junk yet stock up 3%. Likely makes an acq. easier according"  
[X Link](https://x.com/anni_sen/status/1775608904715776055)  2024-04-03T19:38Z [---] followers, [----] engagements


"$PARA could get sold for $20-$30 lower end being more reasonable"  
[X Link](https://x.com/anni_sen/status/1775610201179369803)  2024-04-03T19:43Z [---] followers, [---] engagements


"@mukund Have been eyeing $DJT"  
[X Link](https://x.com/anni_sen/status/1775647010391220441)  2024-04-03T22:10Z [---] followers, [---] engagements


"@jbulltard1 $TSLA for Musk no equity no bueno"  
[X Link](https://x.com/anni_sen/status/1775654862983983423)  2024-04-03T22:41Z [---] followers, [---] engagements


"@jbulltard1 If MS wants to be schmoozed then they will end up like credit suisse"  
[X Link](https://x.com/anni_sen/status/1775656973276733637)  2024-04-03T22:49Z [---] followers, [--] engagements


"$WBA Walgreens - up among a sea of red $WBA Walgreens 5-year low. Dividend 4.76% MC 16B [----] eps $3.5 PE [--]. Took $13B goodwill with VillageMD. Delivers faster than Amazon with Doordash. Prescriptions still need human intervention. New CEO Tim Wentworth hopefully can turn this laggard around. https://t.co/6kg0xMMPE5 $WBA Walgreens 5-year low. Dividend 4.76% MC 16B [----] eps $3.5 PE [--]. Took $13B goodwill with VillageMD. Delivers faster than Amazon with Doordash. Prescriptions still need human intervention. New CEO Tim Wentworth hopefully can turn this laggard around. https://t.co/6kg0xMMPE5"  
[X Link](https://x.com/anni_sen/status/1775973147273289787)  2024-04-04T19:46Z [---] followers, [---] engagements


"@MoHossain $XOM was kicked out of Dow in [----] only to have a 218% gain since"  
[X Link](https://x.com/anni_sen/status/1776737591171383537)  2024-04-06T22:23Z [---] followers, [--] engagements


"$WBA Walgreens CFO open market purchase of shares at $19.38 for $166K $WBA Walgreens - up among a sea of red $WBA Walgreens - up among a sea of red"  
[X Link](https://x.com/anni_sen/status/1777037458129236003)  2024-04-07T18:15Z [---] followers, [---] engagements


"I urge all non voting shareholders of $PARA to engage with the board to make the merger fair for all SHs. Pulling in Skydance into Paramount at an exorbitant valuation so Ellison and Co. owns a lucrative asset after paying off Shari shd not come at the expense of B SHs"  
[X Link](https://x.com/anni_sen/status/1777059736640483832)  2024-04-07T19:43Z [---] followers, [---] engagements


"$PARA Ellison likely new owner Shari takes the spoils and retail https://finance.yahoo.com/news/david-ellison-closes-hollywood-prize-230937938.html https://finance.yahoo.com/news/david-ellison-closes-hollywood-prize-230937938.html"  
[X Link](https://x.com/anni_sen/status/1777195570337399237)  2024-04-08T04:43Z [---] followers, [---] engagements


"@Inves2grow $NKE China headwinds same as $AAPL"  
[X Link](https://x.com/anni_sen/status/1777789154476359988)  2024-04-09T20:02Z [---] followers, [--] engagements


"When $QQQ wobbles I have a few hedges in play to stabilize downside with #crude #gold #agriculture They pay dividends to wait out any correction in tech. $DVN $SBSW $ADM"  
[X Link](https://x.com/anni_sen/status/1777806921246146820)  2024-04-09T21:12Z [---] followers, [---] engagements


"@davey_juice $adbe headwinds from Canva or OpenAI Sora needs to be evaluated for enterprise sales"  
[X Link](https://x.com/anni_sen/status/1777812187937177951)  2024-04-09T21:33Z [---] followers, [--] engagements


"$PARA -Three Paramount Global directors are expected to leave the board soon. This smells like difference of opinion with Shari as to dilution of Class B shareholders. https://www.wsj.com/articles/three-paramount-directors-to-step-down-as-company-discusses-skydance-merger-68c509e4 https://www.wsj.com/articles/three-paramount-directors-to-step-down-as-company-discusses-skydance-merger-68c509e4"  
[X Link](https://x.com/anni_sen/status/1778119343601230212)  2024-04-10T17:54Z [---] followers, [---] engagements


"$PARA @davidfaber #CNBC - NAI deal done $2B for Shari - likely share issuance to pay for Skydance -diluting B shares - great future w Ellison and Co.👀 Class B wants an M&A that provides biggest payout Who wants to wait to see Ellison in action Not me"  
[X Link](https://x.com/anni_sen/status/1778457977298842064)  2024-04-11T16:19Z [---] followers, [---] engagements


"$AMD $INTC China has directed its largest telecom carriers to phase out foreign processors by [----] a move that would hit American chip giants Intel and Advanced Micro Devices https://www.wsj.com/articles/china-telecom-intel-amd-chips-99ae99a9 https://www.wsj.com/articles/china-telecom-intel-amd-chips-99ae99a9"  
[X Link](https://x.com/anni_sen/status/1778779406896619772)  2024-04-12T13:37Z [---] followers, [---] engagements


"$CL=F #Crude oil to the 🚀🚀 My month old idea was on track $CL=F #crude over $80. Crude costs funds its way into most manufacturing which cant bode well for inflation. https://t.co/wngdkIgsRP $CL=F #crude over $80. Crude costs funds its way into most manufacturing which cant bode well for inflation. https://t.co/wngdkIgsRP"  
[X Link](https://x.com/anni_sen/status/1779311609229512924)  2024-04-14T00:52Z [---] followers, [---] engagements


"$ADBE Adobe USING artificial-intelligence-software push into video adding new AI-driven tools to its Premier Pro software for professional video editingand opening the door to working with emerging text-to-video tools such as OpenAIs recently unveiled Sora.#Barrons"  
[X Link](https://x.com/anni_sen/status/1779884216064548948)  2024-04-15T14:47Z [---] followers, [---] engagements


"@anandragn gonna be a sit out week"  
[X Link](https://x.com/anni_sen/status/1779892850169467076)  2024-04-15T15:21Z [---] followers, [--] engagements


"@jbulltard1 Why not allowed to acquire"  
[X Link](https://x.com/anni_sen/status/1779899073228898539)  2024-04-15T15:46Z [---] followers, [--] engagements


"#Crude $CL=F SPR release incoming to save the presidency maybe $90 local top THE US WANTS TO ENSURE AFFORDABLE GASOLINE WHITE HOUSE SENIOR ADVISER JOHN PODESTA SAID ABOUT POTENTIAL SPR OIL RELEASES. THE US WANTS TO ENSURE AFFORDABLE GASOLINE WHITE HOUSE SENIOR ADVISER JOHN PODESTA SAID ABOUT POTENTIAL SPR OIL RELEASES"  
[X Link](https://x.com/anni_sen/status/1780292095544262738)  2024-04-16T17:48Z [---] followers, [---] engagements


"@Investlongshort Good list especially on $PARA- how a good company is getting swindled by inept management"  
[X Link](https://x.com/anni_sen/status/1780387386285056007)  2024-04-17T00:06Z [---] followers, [---] engagements


"$LLY Zephound works on sleep apnea if approved will be covered by insurance similar to $NVO Wegovy for heart disease. This is how GLP1 drugs will navigate around insurance approvals by creating new TAM for diseases already approved by other drugs"  
[X Link](https://x.com/anni_sen/status/1780633738269139128)  2024-04-17T16:25Z [---] followers, [---] engagements


"@THubbuch Paramount needs a buyer not the Skydance deal where Eliison and Co. buys out Shari and gets a buyout from $Para - roundabout meant to enrich Shari and DE not B SHs. So a straight up deal buying Paramount valuing its assets including studio will get the best outcome for all SHs"  
[X Link](https://x.com/anni_sen/status/1781168611060818355)  2024-04-19T03:51Z [---] followers, [---] engagements


"#CRUDE Iranian media and social media reported explosions near Isfahan where Iran has nuclear facilities and a drone factory and the activation of air-defense systems in provinces across the country after suspicious flying objects were detected. #WSJ"  
[X Link](https://x.com/anni_sen/status/1781178358711357897)  2024-04-19T04:29Z [---] followers, [--] engagements


"$META China orders Apple to remove #Whatsapp from its AppStore"  
[X Link](https://x.com/anni_sen/status/1781183824950640661)  2024-04-19T04:51Z [---] followers, [---] engagements


"$PARA Sony and Apollo has a potential all cash offer for Paramount. Its not yet submitted due to the ongoing deal with Skydance. More details will be available on the companys Q1 call on April 29th"  
[X Link](https://x.com/anni_sen/status/1781340010685587828)  2024-04-19T15:12Z [---] followers, [---] engagements


"watching $arm $mu to add to mid $70s-$80s will start accumulating"  
[X Link](https://x.com/anni_sen/status/1781361853261816119)  2024-04-19T16:38Z [---] followers, [---] engagements


"@jbulltard1 $Msft is fully priced wo much to show for AI yet and $meta has the China overhang. Which leaves $amzn as a good LT play if your buyback thesis plays out"  
[X Link](https://x.com/anni_sen/status/1782452505970081891)  2024-04-22T16:52Z [---] followers, [---] engagements


"@Sleepysolcap $vz has gone nowhere last [--] years except when Buffett scooped up. Till rates drop its div will have to compete w the treasury rates"  
[X Link](https://x.com/anni_sen/status/1782454021267288447)  2024-04-22T16:58Z [---] followers, [--] engagements


"Scooped up few $MNDY and $FOUR will see if its a bull trap or short term cashing opp"  
[X Link](https://x.com/anni_sen/status/1782454856265105478)  2024-04-22T17:02Z [---] followers, [---] engagements


"$TEAM co-founder Farquhar leaving. Work management SaaS looks to be in the doghouse now with $MNDY. Atlassian was moving customers to cloud from on premise earnings and revenue beat estimates. Hopefully a healthy pullback w a re-entry opportunity. https://finance.yahoo.com/news/atlassian-co-ceo-scott-farquhar-210453494.html https://finance.yahoo.com/news/atlassian-co-ceo-scott-farquhar-210453494.html"  
[X Link](https://x.com/anni_sen/status/1783935783839404279)  2024-04-26T19:06Z [---] followers, [---] engagements


"$PARA the shitshow continues.Shari has good lawyers https://www.wsj.com/articles/paramount-considers-removing-ceo-bob-bakish-as-turmoil-over-sale-talks-deepens-a48b0ec5 https://www.wsj.com/articles/paramount-considers-removing-ceo-bob-bakish-as-turmoil-over-sale-talks-deepens-a48b0ec5"  
[X Link](https://x.com/anni_sen/status/1783942559196451204)  2024-04-26T19:33Z [---] followers, [---] engagements


"$META $TSLA vs. $GOOG $MSFT earnings demoed how founders can divert high capex vs managers who show ST profitability. $MSFT unique in #Nadella being a founder like CEO. AI monetization vs spend will recalibrate higher w founders reaping LT gains. ST profit will recalibrate"  
[X Link](https://x.com/anni_sen/status/1784622784112742766)  2024-04-28T16:36Z [---] followers, [---] engagements


"Sorry #Barrons your fashion opinions are not gonna hold. Teenagers fashion sense are as fickle as a melting ice cream Will take the skinny on $LULU price"  
[X Link](https://x.com/anni_sen/status/1785034012408545485)  2024-04-29T19:50Z [---] followers, [---] engagements


"$QCOM strong earnings automotive growing at 35%. Picked up $AMD $ARM"  
[X Link](https://x.com/anni_sen/status/1785763388515340520)  2024-05-01T20:09Z [---] followers, [----] engagements


"$PARA - Dear Shari an all cash offer that does not dilute B SHs and gives you $2.6B for your $10% interest in Paramount is far better than Skydance deal of $2B for NAI. Pls abondon Skydance deal and lets keep your reputation intact. https://www.wsj.com/articles/sony-apollo-make-26-billion-all-cash-offer-for-paramount-ade26ca4 https://www.wsj.com/articles/sony-apollo-make-26-billion-all-cash-offer-for-paramount-ade26ca4"  
[X Link](https://x.com/anni_sen/status/1786093249272373608)  2024-05-02T17:59Z [---] followers, [---] engagements


"$AAPL has decreased its share count by 40% last [--] years to current 15.8B shares. $110B buyback equates to $7 a share incl. 25c dividend at todays closing price. Being shareholder friendly never hurt a stock price"  
[X Link](https://x.com/anni_sen/status/1786156362675995041)  2024-05-02T22:10Z [---] followers, [---] engagements


"$PARA Shari would get $1.2B with $26B cash offer from Apollo-Sony after $14B debt payoff. So not $2B which I incorrectly stated. So yeah it makes sense why she would want the Skydance deal"  
[X Link](https://x.com/anni_sen/status/1786197801506127939)  2024-05-03T00:55Z [---] followers, [---] engagements


"$AMD $ARM up over 5% since JPow no hike speech. As long as $tnx [--] year stays around 4.5ish I am in. else sell and wait for pullback $QCOM strong earnings automotive growing at 35%. Picked up $AMD $ARM $QCOM strong earnings automotive growing at 35%. Picked up $AMD $ARM"  
[X Link](https://x.com/anni_sen/status/1786441775244292461)  2024-05-03T17:04Z [---] followers, [---] engagements


"$INTC below $30 looks interesting. Company has nothing going for it except fab so more of a geopolitical play"  
[X Link](https://x.com/anni_sen/status/1786479378148536423)  2024-05-03T19:34Z [---] followers, [---] engagements


"@Slim_Saidi_ Was it Bakish😝"  
[X Link](https://x.com/anni_sen/status/1786788312050790714)  2024-05-04T16:01Z [---] followers, [---] engagements


"@TheTrueFIREGuy Ask him if he still owns $PARA"  
[X Link](https://x.com/anni_sen/status/1786791661743616174)  2024-05-04T16:15Z [---] followers, [---] engagements


"@PerfumetimeTw Shari wants cash desperately. They cd offer equity but markets are high and cash would be preferred for a quick close"  
[X Link](https://x.com/anni_sen/status/1786794486829568331)  2024-05-04T16:26Z [---] followers, [--] engagements


"$PARA Buffett SOLD his entire stake in Paramount and took a huge loss. His cost basis $30. $BRK #conference Thats what happens to shitshow companies they lose quality shareholders"  
[X Link](https://x.com/anni_sen/status/1786831660086092175)  2024-05-04T18:54Z [---] followers, [---] engagements


"$SBUX Howard Shultz advises CEO #Narasimhan to focus on customer experience stating The answer does not lie in data but in stores. Many data dependent technocrat CEOs often miss the forest for the trees"  
[X Link](https://x.com/anni_sen/status/1787492166786580747)  2024-05-06T14:38Z [---] followers, [---] engagements


"$BA down over 2% on FAA investigation. This cd trade sideways with new lows before it reclaims $180s. https://www.wsj.com/articles/faa-opens-new-boeing-inquiry-after-jet-maker-says-it-may-have-missed-some-787-inspections-39e1b028 https://www.wsj.com/articles/faa-opens-new-boeing-inquiry-after-jet-maker-says-it-may-have-missed-some-787-inspections-39e1b028"  
[X Link](https://x.com/anni_sen/status/1787559569394475278)  2024-05-06T19:06Z [---] followers, [---] engagements


"$AAPL smart enough to realize profits are in silicon not the LLMs that seem to be outsmarted every other day with $META trying to make LLM pure play enterprises irrelevant. Either stay with the data server market or have an existing SaaS/data repo to harness models. Interesting report out of Taiwan "Apple has also officially joined the generative AI battle . first 3D packaged SoIC product will be an ARM based CPU on an AI server" "will be unveiled as soon as the second half of next year" https://t.co/iwk6v1WNoe Interesting report out of Taiwan "Apple has also officially joined the generative"  
[X Link](https://x.com/anni_sen/status/1787710451863920998)  2024-05-07T05:06Z [---] followers, [---] engagements


"$QCOM and $AAPL both adopting $ARM architecture for laptop CPU and server CPUs( not confirmed on Apple) respectively there is upside to ARM. Its highly profitable as a pure licensing play. Its run-up 14% since my buy last week. Depending on macro and SoftBank selling may correct but holding my position for now. $AMD $ARM up over 5% since JPow no hike speech. As long as $tnx [--] year stays around 4.5ish I am in. else sell and wait for pullback $AMD $ARM up over 5% since JPow no hike speech. As long as $tnx [--] year stays around 4.5ish I am in. else sell and wait for pullback"  
[X Link](https://x.com/anni_sen/status/1787864495223910664)  2024-05-07T15:18Z [---] followers, [---] engagements


"$PFE Andrew Baum of Citi to be Pfizers new chief strategy and innovation officer. His rating neutralcalling out oncology pipeline undervalued. He sees blockbuster potential in ponsegromab which Pfizer is testing as a treatment for a wasting disorder in cancer patients"  
[X Link](https://x.com/anni_sen/status/1787963538520293723)  2024-05-07T21:51Z [---] followers, [---] engagements


"genius Never do that again $AAPL @jdaykin fixed it boys https://t.co/McbXFZZH5Z @jdaykin fixed it boys https://t.co/McbXFZZH5Z"  
[X Link](https://x.com/anni_sen/status/1788356257415606367)  2024-05-08T23:52Z [---] followers, [---] engagements


"@jbulltard1 See how smoothly the summer rate cut gets into play"  
[X Link](https://x.com/anni_sen/status/1788595673748943269)  2024-05-09T15:43Z [---] followers, [---] engagements


"$GOOG #OpenAI Alphabet stock was slipping early Friday while the broader stock market was gaining. Stockholders might be nervous about a possible rival to the companys Google search engine from the artificial-intelligence company OpenAI.#BARRONS"  
[X Link](https://x.com/anni_sen/status/1788943677764829619)  2024-05-10T14:46Z [---] followers, [---] engagements


"@jbulltard1 $GOOG needs major restructuring"  
[X Link](https://x.com/anni_sen/status/1789043727027368275)  2024-05-10T21:23Z [---] followers, [---] engagements


"$NVO. A very long but totally worth history of GLP1 from @AcquiredFM . A company controlled by the richest foundation on a mission to eradicate obesity across the globe also touting 84% gross margins higher than Microsoft. On our Novo Nordisk episode we explored the business behind Ozempic the "game changing" weight loss and diabetes drug. Today we sit down with the pioneer herself @lotte_bjerre to dive into the science and her journey to bring it to the world. https://t.co/X94nRfxQuy On our Novo Nordisk episode we explored the business behind Ozempic the "game changing" weight loss and"  
[X Link](https://x.com/anni_sen/status/1789662766615400675)  2024-05-12T14:23Z [---] followers, [---] engagements


"$WBA Walgreens Boots Alliance rose 4.8% after a report from Bloomberg said the company was in early stage discussions with potential buyers for its U.K.-based Boots drug chain"  
[X Link](https://x.com/anni_sen/status/1790064974271762493)  2024-05-13T17:02Z [---] followers, [---] engagements


"Pandemic Savings Are Gone: Whats Next for U.S. Consumers https://www.frbsf.org/research-and-insights/blog/sf-fed-blog/2024/05/03/pandemic-savings-are-gone-whats-next-for-us-consumers/ https://www.frbsf.org/research-and-insights/blog/sf-fed-blog/2024/05/03/pandemic-savings-are-gone-whats-next-for-us-consumers/"  
[X Link](https://x.com/anni_sen/status/1790202599817519542)  2024-05-14T02:08Z [---] followers, [--] engagements


"$HSY Is Hershey is well hedged to ride crazy cocoa price swings CHART OF THE DAY: The market is broken. Cocoa continues to witness incredible one-day price swings. Last week prices at one point plunged 15% in a day. Yesterday prices surged 13% also in one day. Both were the largest swings (to the downside and upside) in [--] years. https://t.co/1bjavWQjxd CHART OF THE DAY: The market is broken. Cocoa continues to witness incredible one-day price swings. Last week prices at one point plunged 15% in a day. Yesterday prices surged 13% also in one day. Both were the largest swings (to the downside"  
[X Link](https://x.com/anni_sen/status/1790215786268926293)  2024-05-14T03:01Z [---] followers, [---] engagements


"$BRK.A bought $6.7B worth of Chubb $CB. Buffett wants to own more of the insurance pie"  
[X Link](https://x.com/anni_sen/status/1790843034709508115)  2024-05-15T20:33Z [---] followers, [---] engagements


"@jbulltard1 He bought Chubb- to insure burning EV cars"  
[X Link](https://x.com/anni_sen/status/1790843756645896369)  2024-05-15T20:36Z [---] followers, [--] engagements


"Picked up $NKE Nike rife for restructuring. Revenue at a measly 1%. China headwinds. Competition from $ONON and #HOKA. Between Adidas and Nike they capture the premium athletic footwear globally with strong brand power. CEO John Donahue has initiated 2B cost cutting plan and a new line of Pegasus running shoes. #JUSTDOIT may turn this juggernaut around but it will take time"  
[X Link](https://x.com/anni_sen/status/1791131140927169009)  2024-05-16T15:38Z [---] followers, [----] engagements


"@davidein @j_fishback This exchange reminds me X is worth every $I pay for blue check"  
[X Link](https://x.com/anni_sen/status/1791225316418933085)  2024-05-16T21:52Z [---] followers, [----] engagements


"$MSFT is diversifying its AI bets between #OpenAI #MistralAI. Microsoft partnership with Frances Mistral AI. https://fortune.com/europe/2024/05/17/microsoft-partnership-mistral-ai-wont-face-british-antitrust-probe-france/ https://fortune.com/europe/2024/05/17/microsoft-partnership-mistral-ai-wont-face-british-antitrust-probe-france/"  
[X Link](https://x.com/anni_sen/status/1792268356336418982)  2024-05-19T18:57Z [---] followers, [---] engagements


"Theres a tailwind to #gold #copper silver and miners. I am in $SGML potential of an EV buyout to vertically integrate lithium source. SOMETHING IS COOKING IN CHINA China typically uses its stock of Copper this time a year. Instead they are building stock while the price of Copper surges. Are you paying attention More - https://t.co/myea58mZaN https://t.co/HkJDzf2W5g SOMETHING IS COOKING IN CHINA China typically uses its stock of Copper this time a year. Instead they are building stock while the price of Copper surges. Are you paying attention More - https://t.co/myea58mZaN"  
[X Link](https://x.com/anni_sen/status/1792429222532890951)  2024-05-20T05:36Z [---] followers, [---] engagements


"$NKE Did some athletic shoe research this weekend. Bought my first pair of #HOKA hiking shoes trail tested for 8miles and love it REI Anthro and Urban the trendy price agnostic shopper stores carry #HOKA and $ONON. Nike store in an upscale mall had zero foot traffic in 40mins Research shd be done pre buying. Better late than never I have reduced my Nike position to minimal. Nike is no longer an exciting brand and their foray into apparel is a terrible idea. Picked up $NKE Nike rife for restructuring. Revenue at a measly 1%. China headwinds. Competition from $ONON and #HOKA. Between Adidas and"  
[X Link](https://x.com/anni_sen/status/1792575819522679224)  2024-05-20T15:19Z [---] followers, [---] engagements


"$VKTX $NVO $HIMS No clue how GLP1 compounded drugs work. Fact that big pharma and Viking are not crashing tells me there are efficacy issues with the compounded drugs"  
[X Link](https://x.com/anni_sen/status/1792590974113415623)  2024-05-20T16:19Z [---] followers, [----] engagements


"$VKTX $NVO $HIMS The regulator earlier this year said it has received reports of adverse effects in patients who used the products. In addition the agency said that in some cases compounders may be using salt forms of semaglutide including semaglutide sodium and semaglutide acetate which contain different active ingredients than are used in the approved drugs. #Barrons regulator here is the FDA. I would not be concerned for Wegovy Ozempic or Zepbound sales. $VKTX $NVO $HIMS No clue how GLP1 compounded drugs work. Fact that big pharma and Viking are not crashing tells me there are efficacy"  
[X Link](https://x.com/anni_sen/status/1792636911372153170)  2024-05-20T19:21Z [---] followers, [---] engagements


"@anandragn Exactly $NVDA only game in town"  
[X Link](https://x.com/anni_sen/status/1793045092887883994)  2024-05-21T22:23Z [---] followers, [---] engagements


"Guessing $NVDA price action is futile. #WSJ expects a profit of $13.15B on revenues of $24.59B. If they can match and beat these incredible numbers which are 500% up YoY it goes to prove the AI infra cycle is going full blast on whether Druckenmiller sells or not"  
[X Link](https://x.com/anni_sen/status/1793305573204869467)  2024-05-22T15:39Z [---] followers, [---] engagements


"@ramahluwalia HOKA shoes wd have helped:)"  
[X Link](https://x.com/anni_sen/status/1793310502883643746)  2024-05-22T15:58Z [---] followers, [--] engagements


"@Pharmdca This looks exactly like the ideal scenario to increase shareholder value for both Viking shareholders and the acquiring shareholders through an M&A transaction said Jay Olson an analyst at Oppenheimer"  
[X Link](https://x.com/anni_sen/status/1793357134773526534)  2024-05-22T19:03Z [---] followers, [---] engagements


"@apex_tradez @Pharmdca Who knows But ViKing has to do M&A to survive as they dont have funds to do phase [--] wo M&A or another raise"  
[X Link](https://x.com/anni_sen/status/1793361783702397021)  2024-05-22T19:22Z [---] followers, [---] engagements


"@JonahLupton Few mega caps can build a GPU plus CUDA. Even $AAPL building inferencing silicon"  
[X Link](https://x.com/anni_sen/status/1793388142717968470)  2024-05-22T21:07Z [---] followers, [----] engagements


"Shd have bought $DECK when I bought my #HOKA shoes last week . Great company exciting brands taking over giant $NKE"  
[X Link](https://x.com/anni_sen/status/1794036505272619100)  2024-05-24T16:03Z [---] followers, [---] engagements


"@MoHossain yes. Labour costs are a factor too"  
[X Link](https://x.com/anni_sen/status/1794567732912169062)  2024-05-26T03:14Z [---] followers, [--] engagements


"#71Above #LA Friday night drinks"  
[X Link](https://x.com/anni_sen/status/1794940444511699018)  2024-05-27T03:55Z [---] followers, [---] engagements


"$MRNA up 53% last mo on their potential of a vaccine for avian influenza virus currently in phase2. Dairy farms with confirmed cases of the avian influenza virus known as H5N1 continues to rise and was up to [--] as of midweek according to USDA. $PFE $BNTX $MRNA should be on watchlist for a possible H5N1 breakout. The US currently has 135M doses to inoculate 67M Americans. #Barrons"  
[X Link](https://x.com/anni_sen/status/1795239779615019420)  2024-05-27T23:44Z [---] followers, [----] engagements


"$AAPL China shipments up how many not clear the 52% in article is for foreign branded phones. Apple discounting iPhones $300 to spur sales. China at 16% salesstill doesnt bridge the deficit in profits with this 30% reduced revenue per device. https://www.reuters.com/technology/apples-iphone-sales-april-jump-52-data-shows-2024-05-28/ https://www.reuters.com/technology/apples-iphone-sales-april-jump-52-data-shows-2024-05-28/"  
[X Link](https://x.com/anni_sen/status/1795477885786161219)  2024-05-28T15:31Z [---] followers, [---] engagements


"@DGretta_Author Will drink Celsius while we wait"  
[X Link](https://x.com/anni_sen/status/1795485181928993249)  2024-05-28T16:00Z [---] followers, [--] engagements


"Helen Toner ex board member #OpenAI interview re: SamAltman firing in [--]. She should have spoken up before. I went into this convo expecting a hardcore AI policy wonk but found @hlntnr to be much more nuanced (and fascinating). Listen to Helen's take on OpenAI self-governance AI policy and accelerating optimally towards AGI - only on the @TEDTalks AI Show: https://t.co/sncwJcUZ61 I went into this convo expecting a hardcore AI policy wonk but found @hlntnr to be much more nuanced (and fascinating). Listen to Helen's take on OpenAI self-governance AI policy and accelerating optimally towards"  
[X Link](https://x.com/anni_sen/status/1795617736871354872)  2024-05-29T00:46Z [---] followers, [---] engagements


"$MRNA $BNTX US nears funding Bird Flu vax. Mentioned this weekend this was likely. https://www.reuters.com/business/healthcare-pharmaceuticals/us-nears-deal-fund-modernas-bird-flu-vaccine-trial-ft-reports-2024-05-30/ $MRNA up 53% last mo on their potential of a vaccine for avian influenza virus currently in phase2. Dairy farms with confirmed cases of the avian influenza virus known as H5N1 continues to rise and was up to [--] as of midweek according to USDA. $PFE $BNTX $MRNA should be on"  
[X Link](https://x.com/anni_sen/status/1796191740275159130)  2024-05-30T14:47Z [---] followers, [---] engagements


"@ramahluwalia $WBA shd get a bounce too with the restructuring with Boots and VillageMD"  
[X Link](https://x.com/anni_sen/status/1796672919738978324)  2024-05-31T22:39Z [---] followers, [---] engagements


"@jbulltard1 agree your thesis $btc is now mainstream thanks for pointing out a good ETF"  
[X Link](https://x.com/anni_sen/status/1797685870788825200)  2024-06-03T17:44Z [---] followers, [--] engagements


"$MSFT CEO Nadella resigns from $SBUX board. Curious was it bandwidth management for Nadella or something else brewing. https://www.wsj.com/articles/microsoft-ceo-satya-nadella-resigns-from-starbucks-board-406b1947 https://www.wsj.com/articles/microsoft-ceo-satya-nadella-resigns-from-starbucks-board-406b1947"  
[X Link](https://x.com/anni_sen/status/1797784831746806140)  2024-06-04T00:17Z [---] followers, [---] engagements


"Please dont tell me we are at the asymptote of the S curve $NVDA At what point in the market cycle does the CEO of a company begin signing boobs https://t.co/DcOqEowuvM At what point in the market cycle does the CEO of a company begin signing boobs https://t.co/DcOqEowuvM"  
[X Link](https://x.com/anni_sen/status/1798011236623474842)  2024-06-04T15:17Z [---] followers, [---] engagements


"@laurenbalik Can Databricks float some shares pre ipo for retail and let them bid prices"  
[X Link](https://x.com/anni_sen/status/1798028327007268907)  2024-06-04T16:25Z [---] followers, [----] engagements


"@GeneInvesting That coupled w one rate cut and boom"  
[X Link](https://x.com/anni_sen/status/1798028485912592826)  2024-06-04T16:26Z [---] followers, [---] engagements


"Dont fight the Fed can be rephrased dont fight an election year. Market is giving opportunities here to load up"  
[X Link](https://x.com/anni_sen/status/1798034109794795879)  2024-06-04T16:48Z [---] followers, [---] engagements


"#INDIA #Sensex Indian Prime Minister Narendra Modi appeared to be heading for a setback early election results showed as his party seemed to be struggling to hold on to an outright majority https://www.wsj.com/articles/india-election-2024-nanendra-modi-6179abad https://www.wsj.com/articles/india-election-2024-nanendra-modi-6179abad"  
[X Link](https://x.com/anni_sen/status/1798040284514943217)  2024-06-04T17:13Z [---] followers, [---] engagements


"@ramahluwalia $NVDA if it keeps up earnings growth then yes Cisco is a bad comparison but Apple post split [----] may be similar"  
[X Link](https://x.com/anni_sen/status/1798185471895556266)  2024-06-05T02:49Z [---] followers, [---] engagements


"Bought few $LULU shares at market close. Will pay for my workout fall wardrobe. All this noise of #Vuori and #Alo is overdone. Go to gyms and looks at what most women are wearing. Cant be that hard to do"  
[X Link](https://x.com/anni_sen/status/1798461942979596450)  2024-06-05T21:08Z [---] followers, [---] engagements


"$NVDA growth may slow may correct after split( marginally in my view) but its not $CSCO. Compute and networking are two diff beasts from the point of scalability and application load. As algorithms get complex and recursive compute needs to scale accordingly. Thats why Intel ruled for decades. I wont draw comparisons on Nvidia just as they are about to be the largest MC there is a logic behind the madness. With $NVDA becoming the second most valuable company in the world yesterday I thought it worthwhile to lay out my thoughts both near-term and longer-term depending on your time horizon. My"  
[X Link](https://x.com/anni_sen/status/1798758557766259068)  2024-06-06T16:47Z [---] followers, [----] engagements


"500k waiting for RoaringKitty $GME halted two stocks in Market Gamestock and Nvidia middle class with racked up CC debt a election without choice. What times we live in"  
[X Link](https://x.com/anni_sen/status/1799112879972782109)  2024-06-07T16:15Z [---] followers, [---] engagements


"$SBUX Starbucks what kind of coffee store is it At their Poway location there is one employee making online drinks while in store customers wait forever. There is no sitting arrangements in store. Theres no vibe of a gathering mingling collaboration which is how Starbucks got popular as a meeting place with affordable beverages. If I want drive thru decent coffee I cant get at $BROS if I want a gathering I can get at Loftys. A concrete vision is warranted.#Narasimhan #HowardSchultz"  
[X Link](https://x.com/anni_sen/status/1799237872295526547)  2024-06-08T00:31Z [---] followers, [---] engagements


"$CELH Celsius Evercore meeting notes w CEO John Fieldly and CFO Langhans. Days on hand at $PEP was up in Q1 with optimization of $20-$30M. Current depletions have accelerated which should make second half have easier comps. Operating margin expansion with Pepsi leveraging mixing and distribution expect a few % point gains over time. Buyback vs.M&A - 900M cash pile- internal discussions re: buyback have taken place at board level and M&A only with great fit"  
[X Link](https://x.com/anni_sen/status/1800664197438849105)  2024-06-11T22:59Z [---] followers, [----] engagements


"$GME Citron is no longer short $GME. It's not because we believe in a turnaround for the company fundamentals will ever happen but with $4 billion in the bank they have enough runway to appease their cult like shareholders. Despite Wedbush setting an $11 target today we respect the Citron is no longer short $GME. It's not because we believe in a turnaround for the company fundamentals will ever happen but with $4 billion in the bank they have enough runway to appease their cult like shareholders. Despite Wedbush setting an $11 target today we respect the"  
[X Link](https://x.com/anni_sen/status/1800923781818720693)  2024-06-12T16:11Z [---] followers, [---] engagements


"$CELH $HSY - sugar water and chocolate are agnostic to AI innovation and obesity drugs. They are both at accumulation levels"  
[X Link](https://x.com/anni_sen/status/1800987173984051418)  2024-06-12T20:22Z [---] followers, [---] engagements


"$SMCI likely heading for a split"  
[X Link](https://x.com/anni_sen/status/1801291231869473020)  2024-06-13T16:31Z [---] followers, [---] engagements


"$GME RoaringKitty long GameStop Did I not say its gonna be a rip roaring summer. Not in $GME and wont be surprised to see manic levels this summer. Game aint over nor is YOLO. RoaringKitty options dated June 21st will need to be cashed or rolled over. https://t.co/N5FTx1mXSo Not in $GME and wont be surprised to see manic levels this summer. Game aint over nor is YOLO. RoaringKitty options dated June 21st will need to be cashed or rolled over. https://t.co/N5FTx1mXSo"  
[X Link](https://x.com/anni_sen/status/1801363794872176874)  2024-06-13T21:19Z [---] followers, [---] engagements


"@DGretta_Author Talked to Smart and final Target folks Celsius is being sold everyday enough for them to restock daily or every other day in shelves. I dont have Nielsen data but thats my grassroots"  
[X Link](https://x.com/anni_sen/status/1801472796444475614)  2024-06-14T04:32Z [---] followers, [--] engagements


"@dampedspring Hard to bring to market a full stack solution at a cost with a developer ecosystem as Nvidia. Good idea though"  
[X Link](https://x.com/anni_sen/status/1803037934905421938)  2024-06-18T12:11Z [---] followers, [---] engagements


"@dampedspring Agree with time while Nvidia will cut prices to kill nascent newbies. Their partnership with Taiwan and $TSM does not get enough credit"  
[X Link](https://x.com/anni_sen/status/1803039651797557353)  2024-06-18T12:18Z [---] followers, [---] engagements


"#Eurostar to Paris. Taking advantage of public transit in London/Paris makes me ask a simple question San Diego to Los Angeles International has no direct train or frequent bus while San Diego still lacks a international airport of size. Would love to work with Californians on this"  
[X Link](https://x.com/anni_sen/status/1803042522144403527)  2024-06-18T12:30Z [---] followers, [---] engagements


"@DGretta_Author Noted in Paris several restaurants have Red Bull coolers if only Celsius sales can add or replace this"  
[X Link](https://x.com/anni_sen/status/1806336437073375654)  2024-06-27T14:39Z [---] followers, [---] engagements


"$NKE the pre Olympic tourists in Paris were all into HOKA and $ONON. Not surprised with their slide at some point it can start to look interesting. $NKE Did some athletic shoe research this weekend. Bought my first pair of #HOKA hiking shoes trail tested for 8miles and love it REI Anthro and Urban the trendy price agnostic shopper stores carry #HOKA and $ONON. Nike store in an upscale mall had zero foot traffic in $NKE Did some athletic shoe research this weekend. Bought my first pair of #HOKA hiking shoes trail tested for 8miles and love it REI Anthro and Urban the trendy price agnostic"  
[X Link](https://x.com/anni_sen/status/1806449374165348840)  2024-06-27T22:07Z [---] followers, [---] engagements


"@balajeeviyer Nikki Haley"  
[X Link](https://x.com/anni_sen/status/1806670274550792607)  2024-06-28T12:45Z [---] followers, [--] engagements


"$GRAL Grail had an IPO Either its a cat that has nine lives or maybe a overactive cow"  
[X Link](https://x.com/anni_sen/status/1806864808274514264)  2024-06-29T01:38Z [---] followers, [---] engagements


"@FilledWithMoney Happy for $NVDA employees"  
[X Link](https://x.com/anni_sen/status/1807087607689642461)  2024-06-29T16:23Z [---] followers, [----] engagements


"$CELH global adoption is in nascent stage. Between Europe and China upside to revenue growth could be significant if similar adoption as US happens. $CELH now being sold at @Tesco . If you didnt know Tesco is a major grocery chain in the UK which can be found in nearly all high streets https://t.co/CcjeC5akn8 $CELH now being sold at @Tesco . If you didnt know Tesco is a major grocery chain in the UK which can be found in nearly all high streets https://t.co/CcjeC5akn8"  
[X Link](https://x.com/anni_sen/status/1807508840197566842)  2024-06-30T20:17Z [---] followers, [---] engagements


"@DGretta_Author @WillFOIA Haha that list includes $PYPL too"  
[X Link](https://x.com/anni_sen/status/1807857621493600613)  2024-07-01T19:23Z [---] followers, [---] engagements


"Amazon$100B spend on data centers for AI computing next decade. Positive for $NVDA $SMCI $VRT. MSFT $ORCL will need to keep up with infrastructure spending. https://www.wsj.com/articles/amazon-investment-artificial-intelligence-3fc99732 https://www.wsj.com/articles/amazon-investment-artificial-intelligence-3fc99732"  
[X Link](https://x.com/anni_sen/status/1807866595236368587)  2024-07-01T19:59Z [---] followers, [---] engagements


"$NVO $LLY Urge the Biden admin to listen to @AcquiredFM to comprehend the decades long process and investment it takes to create a blockbuster GLP1 drug and the cost savings for healthcare to prevent serious health conditions. Obesity is a epidemic with 40% of US population falling in that category. Election year rhetoric is being used to win elections not benefit patients. Stop this hypocrisy. $NVO. A very long but totally worth history of GLP1 from @AcquiredFM . A company controlled by the richest foundation on a mission to eradicate obesity across the globe also touting 84% gross margins"  
[X Link](https://x.com/anni_sen/status/1808165915923828887)  2024-07-02T15:48Z [---] followers, [---] engagements


"@jbulltard1 is Rivian worth looking into"  
[X Link](https://x.com/anni_sen/status/1808879280597971443)  2024-07-04T15:03Z [---] followers, [--] engagements


"@jbulltard1 Got it If it can get cyberattack market as these bozos dont know how to produce them. Also there is no FSD in Rivian so no SW multiples "  
[X Link](https://x.com/anni_sen/status/1808898500316573725)  2024-07-04T16:19Z [---] followers, [--] engagements


"@firstadopter A bit far fetched at some point cost benefit is easily outweighed by human labour"  
[X Link](https://x.com/anni_sen/status/1810017467290558590)  2024-07-07T18:26Z [---] followers, [---] engagements


"$PARA David Ellison of Skydance wants Paramount badly to pay B SHs a premium plus 1.75B for NAI w indemnity against shareholder lawsuits for Shari. Friday close at $11.8 8.22BMC compared to 26B incl.14B debt from Apollo. Premium capped at 12B or less. https://www.wsj.com/articles/paramount-committee-blesses-skydance-merger-d4bedb9e https://www.wsj.com/articles/paramount-committee-blesses-skydance-merger-d4bedb9e"  
[X Link](https://x.com/anni_sen/status/1810161946211287438)  2024-07-08T04:00Z [---] followers, [---] engagements


"$NVDA $QCOM $AMD semis will have to raise product pricing to absorb 20% $TSM price increase. AI capex will have to be selective on solutions that provide end to end GPU plus CPU system. TSMCs Taiwan listed shares surged over NT$1000 per share to a record high close NT$1005 last week as rumors continued to swirl that the company intends to hike prices next year media report. The most persistent rumors say TSMC will raise 3nm prices 5% from Jan. [--] [----] while TSMCs Taiwan listed shares surged over NT$1000 per share to a record high close NT$1005 last week as rumors continued to swirl that the"  
[X Link](https://x.com/anni_sen/status/1810170292523921552)  2024-07-08T04:33Z [---] followers, [---] engagements


"$SMCI Follow order books of data centers not Furu noise. Amazon$100B spend on data centers for AI computing next decade. Positive for $NVDA $SMCI $VRT. MSFT $ORCL will need to keep up with infrastructure spending. https://t.co/FRSsA95H6t Amazon$100B spend on data centers for AI computing next decade. Positive for $NVDA $SMCI $VRT. MSFT $ORCL will need to keep up with infrastructure spending. https://t.co/FRSsA95H6t"  
[X Link](https://x.com/anni_sen/status/1810330615339954239)  2024-07-08T15:10Z [---] followers, [---] engagements


"$NKE Nike has given up [--] years worth of gains. Unlike $META Nike needs restructuring of its portfolio away from apparel and focus on its core competency in athletic shoes. Get people excited by offering new styles"  
[X Link](https://x.com/anni_sen/status/1810338005607178390)  2024-07-08T15:39Z [---] followers, [---] engagements


"@mukund @a16z @theinformation They are loaning to their startups"  
[X Link](https://x.com/anni_sen/status/1810694260649525673)  2024-07-09T15:15Z [---] followers, [--] engagements

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