#  @bcwilmerding Ben Wilmerding Ben Wilmerding posts on X about $hood, polymarket, ai, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1980813746353422336/interactions)  - [--] Week [---------] +33,354% - [--] Month [---------] +25,538% ### Mentions: [--] [#](/creator/twitter::1980813746353422336/posts_active)  ### Followers: [-------] [#](/creator/twitter::1980813746353422336/followers)  - [--] Week [--] +25% - [--] Month [--] +33% ### CreatorRank: [---------] [#](/creator/twitter::1980813746353422336/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [vc firms](/list/vc-firms) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) [gaming](/list/gaming) [countries](/list/countries) **Social topic influence** [$hood](/topic/$hood), [polymarket](/topic/polymarket), [ai](/topic/ai), [in the](/topic/in-the), [prediction markets](/topic/prediction-markets), [$snow](/topic/$snow) #38, [hood](/topic/hood), [$googl](/topic/$googl), [snow](/topic/snow), [money](/topic/money) **Top accounts mentioned or mentioned by** [@polymarket](/creator/undefined) [@trendspider](/creator/undefined) [@vladtenev](/creator/undefined) [@a16z](/creator/undefined) [@smokeysnipe](/creator/undefined) [@chriscamillo](/creator/undefined) [@signulll](/creator/undefined) [@robinhoodapp](/creator/undefined) [@juanrodrig07](/creator/undefined) [@krossroads](/creator/undefined) [@singularityres](/creator/undefined) [@kobeissiletter](/creator/undefined) [@deitaone](/creator/undefined) [@wallstreetbets](/creator/undefined) [@pmarca](/creator/undefined) [@kalshi](/creator/undefined) [@anthropicai](/creator/undefined) [@openai](/creator/undefined) [@jason](/creator/undefined) [@giannisan34](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Snowflake Inc. (SNOW)](/topic/$snow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Snap, Inc. (SNAP)](/topic/$snap) [Bitcoin (BTC)](/topic/$btc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Dash (DASH)](/topic/$dash) [Maplebear Inc. (CART)](/topic/$cart) [Synopsys, Inc. (SNPS)](/topic/$snps) [Match Group Inc (MTCH)](/topic/$mtch) [Metadium (META)](/topic/$meta) [Orochi Network (ON)](/topic/$on) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) ### Top Social Posts Top posts by engagements in the last [--] hours "Am I proud that I used to write DDs on @wallstreetbets Not really. But Im always down to revisit a slam-dunk thesis and its a perfect excuse to announce that Im moving future memos to Substack. I just updated my views on $HOOD. Give it a look" [X Link](https://x.com/bcwilmerding/status/1996059205288317388) 2025-12-03T03:29Z [--] followers, [---] engagements "Next up is an updated take on $JD which I first covered in October on Substack. If kinetic strikes on Venezuela are confirmed which I expect given recent airspace moves and 50% odds on @Polymarket I wouldnt be surprised to see the narrative swing back to US/China" [X Link](https://x.com/bcwilmerding/status/1996060159437861010) 2025-12-03T03:33Z [--] followers, [---] engagements "@pmarca In [----] I remember seeing an ad for @Kalshi enabling you to bet on the next moon landing. I questioned if it was real asking myself: Whos behind this Seeing its adoption today is inspiring. Congrats Tarek and thanks for proving the American Dream is still alive" [X Link](https://x.com/bcwilmerding/status/1996070953684795773) 2025-12-03T04:16Z [--] followers, [--] engagements "@signulll "$GOOGL has backed itself into what is probably the most advantaged incumbent position in the entire ai market. its almost unfair. like a predator that survives the harshest winter known to man because it has more way more fat stored than the rest of the biome." Spot on" [X Link](https://x.com/bcwilmerding/status/1996254550513091039) 2025-12-03T16:25Z [--] followers, [---] engagements "A race to steal retail liquidity. but a major win for bankers and VCs. ๐ Nonetheless cheers to @AnthropicAI and @OpenAI success" [X Link](https://x.com/bcwilmerding/status/1996352476870766816) 2025-12-03T22:54Z [--] followers, [--] engagements "@Jason @Giannis_An34 That would be fun but the only thing stopping the Knicks from winning a ring is the Knicks themselves ๐" [X Link](https://x.com/bcwilmerding/status/1996352912738685429) 2025-12-03T22:56Z [--] followers, [--] engagements "As I mentioned in my last Substack post prediction markets have been a major DAU growth driver for @RobinhoodApp. They lifted customer engagement without cannibalizing core products. We know this because equity volumes have stayed stable rather than dropping. The best chart you will see all week: Robinhood DAUs vs. their competitors https://t.co/pD71swIa2j The best chart you will see all week: Robinhood DAUs vs. their competitors https://t.co/pD71swIa2j" [X Link](https://x.com/bcwilmerding/status/1998105519031304290) 2025-12-08T19:00Z [--] followers, [--] engagements "@vladtenev How do you think about career trajectory In today's world a 25yr old CEO running a billion-dollar business is normal. An old SVP of mine told me: "Your 20s are for learning and your 30s are for earning" Does that remain true" [X Link](https://x.com/bcwilmerding/status/1998135621018390788) 2025-12-08T21:00Z [--] followers, [---] engagements "There is a compelling opportunity in the gig economy w/ $DASH $CART $UBER Over [--] million Americans now participate in freelance work representing approximately 36% of the total US workforce. Industry projections suggest that by [----] approximately [----] million Americans will be freelancing. Thats nearly half of all workers in the country. This also comes with earnings potential high-earning freelancers (making $100000+) surged from [--] million in [----] to [---] million in [----]. https://twitter.com/i/web/status/1998144895056539909 https://twitter.com/i/web/status/1998144895056539909" [X Link](https://x.com/bcwilmerding/status/1998144895056539909) 2025-12-08T21:37Z [--] followers, [---] engagements "@TrendSpider The $NVDA complex is awakening" [X Link](https://x.com/bcwilmerding/status/1998513449471799316) 2025-12-09T22:01Z [--] followers, [---] engagements "When can Robinhood customers request an increased credit line for their gold card @vladtenev" [X Link](https://x.com/bcwilmerding/status/1998892658463510846) 2025-12-10T23:08Z [--] followers, [---] engagements "The Generational Wealth Transfer (GWT) Wild stat: the monthly share of sub-40s funneling cash into investments has more than tripled over the last decade blowing past anything were seeing from the 40+ crowd. Younger capital flows are accelerating full stop. Timeline breakdown in the comments. ๐งต" [X Link](https://x.com/bcwilmerding/status/1998940304074781158) 2025-12-11T02:18Z [--] followers, [--] engagements "Although there was about the same number of people in 2010-15 between the two demographics opening new accounts that number changed dramatically in [----]. Since then the number of people aged [--] and below has been rising steadily. 2021: Stimulus checks lead the charge as many Gen Z individuals receive the most money theyve ever had from the government. A result of this is an influx of new brokerage accounts led by Gen Z" [X Link](https://x.com/bcwilmerding/status/1998940306503344218) 2025-12-11T02:18Z [--] followers, [--] engagements "The Great Wealth Transfer (the largest in history) is about to happen with $84124 trillion in assets passing from Boomers and Silent Generation to Gen X Millennials and Gen Z over the next [----] years. Total Scale: $124 trillion by [----] ($106T to heirs $18T to charity); or $84 trillion by [----] per earlier estimates. Annual flow: $46 trillion. https://twitter.com/i/web/status/1998940308537548925 https://twitter.com/i/web/status/1998940308537548925" [X Link](https://x.com/bcwilmerding/status/1998940308537548925) 2025-12-11T02:18Z [--] followers, [--] engagements "Timeline Breakdown: 20252030: $2030T transferred; focus on Gen X/Millennials. Gen Z gets $9T early boosts. 20312035: $3040T; Millennials/Gen Z peak as recipients. Women inherit $9T sideways (e.g. spousal transfers) shifting control. 2036+: $4050T; Gen Z dominates with 1/3 of ultra-wealthy ($50M+ net worth) by [----] (up from 8% today)" [X Link](https://x.com/bcwilmerding/status/1998940385737908572) 2025-12-11T02:18Z [--] followers, [--] engagements "The Electronic Design Automation "EDA" stack is the bloodstream of the AI chip race. This is exactly why Nvidia is putting $2B into Synopsys instead of pushing dividends or buybacks. For advanced AI chips EDA isnt optional. The complexity of 3nm/2nm architectures and new interconnect standards means design cycles live or die on the quality of your design tools. $NVDA $SNPS" [X Link](https://x.com/bcwilmerding/status/1998946481579917783) 2025-12-11T02:42Z [--] followers, [--] engagements "Spot on. This theory is applicable to every corner of this country. Finance in New York Tech in California Politics in DC Manufacturing in Michigan. Out with the old generation and in with the new. Every few decades the country reaches a point where old assumptions lose their force. Institutions feel brittle. New structures want to form. This period feels like one of those hinge moments and tech has a responsibility to build with that in mind. Every few decades the country reaches a point where old assumptions lose their force. Institutions feel brittle. New structures want to form. This" [X Link](https://x.com/bcwilmerding/status/1999123118074277927) 2025-12-11T14:24Z [--] followers, [--] engagements "The dollar isnt moving the way it used to with U.S. stocks. Earlier this year they were tightly linked now not so much. Since April the dollar drops when stocks fall but it doesnt bounce back when stocks rally. Thats a worrying combo: weaker as a safe haven but not acting strong in risk-on moments either" [X Link](https://x.com/bcwilmerding/status/1999198379381772651) 2025-12-11T19:23Z [--] followers, [--] engagements "@Polymarket Talking his book - rightfully so I guess" [X Link](https://x.com/bcwilmerding/status/1999198764540584001) 2025-12-11T19:25Z [--] followers, [--] engagements "People are choosing to start new companies instead of joining established ones because the national risk appetite has exploded. You can see it everywhere in the popularity of high-leverage trading products in people walking away from predictable career tracks in the growing belief that taking big swings is better than standing still. More than ever Americans feel that building something of their own is the only realistic path to the American Dream. Today the worst thing you can do is be afraid to fail. Whether its founding a startup experimenting with new financial tools or taking an" [X Link](https://x.com/bcwilmerding/status/1999202384833044971) 2025-12-11T19:39Z [--] followers, [---] engagements "@TrendSpider IPO aside anyone watching $JD for a move That flag/wedge down on Lemonade making me think a consolidated $JD will finally make its move" [X Link](https://x.com/bcwilmerding/status/2000026130494201949) 2025-12-14T02:12Z [--] followers, [---] engagements "$SNAP is interesting because its actually a sticky product with the younger generation (solid DAU growth) but the stock is a dog. Whens the last time we had innovation on the platform [----] with Snap Stories Since then its just been face filters and an AI chatbot that no one I know uses. Recently I got a message that my Snapchat storage is running out and my memories from the good ole days will be deleted if I dont upgrade to Snap Pro. This seems like an attempt by management to boost ARPU. Or upgrade to erase ads. In app purchases wont work. Why Because Snapchat is not putting the customer" [X Link](https://x.com/bcwilmerding/status/2000226949155713496) 2025-12-14T15:30Z [--] followers, [---] engagements "$MTCH will never succeed and theres a huge opportunity for $META. The barrier to entry in the dating app space is quite low. The app store offers plenty of choices for dating apps. Customers are willing to run multiple apps simultaneously as each provides the same core offering but taps into slightly different user populations. Match Group can continue acquiring leading brands like Hinge but that wont matter when the next strong competitor enters the market and steals users. This presents a perfect opportunity for $META. Meta could deliver a superior UI a larger selection of users seamless" [X Link](https://x.com/bcwilmerding/status/2000228916435329211) 2025-12-14T15:38Z [--] followers, [---] engagements "@inglouriouscap Agreed. Barrier to entry for consumer is too easy fashion is too hard to predict. I promise you $ON footwear will go out of style before [----]. Look what happened to Hokas (Deckers) Nike Under Armor etc" [X Link](https://x.com/bcwilmerding/status/2000261410794713161) 2025-12-14T17:47Z [--] followers, [--] engagements "Despite the ongoing contraction in the VC marketmarked by subdued fundraising volumes prolonged liquidity constraints and cautious LP sentiment the need for experienced capital formation and investor relations talent has become increasingly critical. LPs are placing greater emphasis on manager experience track records and sector focus in a more selective allocation environment. These pressures mean VCs can't rely on broad outreach; they need targeted sustained efforts to engage competitive LPs. The strongest capital formation and IR professionals are in high demand and compensated accordingly" [X Link](https://x.com/bcwilmerding/status/2000287862156390625) 2025-12-14T19:32Z [--] followers, [--] engagements "As a Gen Z(er) myself and a power user I must join the peanut gallery on $SNAP. The last time there was innovation was in [----] with stories. Since then nothing. Operationally Snap's stock based compensation (SBC) has been a losing game median salary at $300k is way too high for the app's innovation output. Not sure if they are still making the spectacles but they should ditch that entire program. The only people buying those glasses are the ones doing pranks on instagram. Plus I haven't met a single Gen Z individual who would want to wear glasses all day long. Last point and probably the most" [X Link](https://x.com/bcwilmerding/status/2000332054769115352) 2025-12-14T22:28Z [--] followers, [---] engagements "Such a compelling slide @MeritechCapital . Thanks for sharing it with the public" [X Link](https://x.com/bcwilmerding/status/2000383171951784054) 2025-12-15T01:51Z [--] followers, [--] engagements "Absolutely mental. $HOOD" [X Link](https://x.com/bcwilmerding/status/2000384499734204911) 2025-12-15T01:56Z [--] followers, [----] engagements "Expert networks like AlphaSights GLG etc. need to make a retail offering" [X Link](https://x.com/bcwilmerding/status/2002912569875669142) 2025-12-22T01:22Z [--] followers, [--] engagements "Robinhood its time to introduce both equity portfolio measurements like beta sharpe ratio etc. and prediction market socials (similar to Polymarket) + event contract performance history" [X Link](https://x.com/bcwilmerding/status/2005385873379267000) 2025-12-28T21:10Z [--] followers, [--] engagements "Robinhood should ship a Year in Review for every customer. Personal metrics: YTD performance options P&L biggest win/loss total trades event contracts time in app. Platform insights: top tickers most-traded options leading crypto names top-performing portfolios by % gain (anonymized) geographic shifts in activity. Turn investing data into a product moment. This would be massively shareable. https://twitter.com/i/web/status/2007135610549547329 https://twitter.com/i/web/status/2007135610549547329" [X Link](https://x.com/bcwilmerding/status/2007135610549547329) 2026-01-02T17:03Z [--] followers, [---] engagements "Still waiting for my US @Polymarket account. Been using Kalshi on Robinhood and the event selections/volumes do not compare" [X Link](https://x.com/bcwilmerding/status/2007260024578683296) 2026-01-03T01:17Z [--] followers, [--] engagements "@NTmoney @Polymarket both start with P" [X Link](https://x.com/bcwilmerding/status/2008394761082728773) 2026-01-06T04:26Z [--] followers, [--] engagements "Chamath with a 6% GDP growth projection. Wow. Run it hot" [X Link](https://x.com/bcwilmerding/status/2010388917380596091) 2026-01-11T16:30Z [--] followers, [--] engagements "@TrendSpider $ASML as well" [X Link](https://x.com/bcwilmerding/status/2010392725070524768) 2026-01-11T16:45Z [--] followers, [---] engagements "@JuanRodrig07 Love $HOOD and the ease of having prediction markets in the app. But its a shame they dont have nearly as many events as Polymarket. Especially on the politics/war front" [X Link](https://x.com/bcwilmerding/status/2010424335077683688) 2026-01-11T18:51Z [--] followers, [---] engagements "@Kross_Roads @JuanRodrig07 What issues ICE a highly respected institution poured $1B+ into Polymarket. I dont think ethics are the roadblock here" [X Link](https://x.com/bcwilmerding/status/2010437380705337849) 2026-01-11T19:43Z [--] followers, [--] engagements "@ContrarianCurse This isn't even available on Kalshi/Robinhood. @Kross_Roads" [X Link](https://x.com/bcwilmerding/status/2010445321382527146) 2026-01-11T20:14Z [--] followers, [----] engagements "@BoringBiz_ I think Secondaries today is larger than people think. Teams are willing to build out their secondaries functions with people who have down buyout etc. their whole life. Its a necessity" [X Link](https://x.com/bcwilmerding/status/2011063157016690971) 2026-01-13T13:09Z [--] followers, [---] engagements "@SingularityRes Eyeing $PSTG - also what platform is this Been a user of Whale Wisdom but looking for something new" [X Link](https://x.com/bcwilmerding/status/2011063570969346115) 2026-01-13T13:11Z [--] followers, [----] engagements "@KobeissiLetter Nonetheless $ASML is a great hold" [X Link](https://x.com/bcwilmerding/status/2011837988418785295) 2026-01-15T16:28Z [--] followers, [---] engagements "@AutismCapital Looks like Wii corporate" [X Link](https://x.com/bcwilmerding/status/2011864529404059707) 2026-01-15T18:14Z [--] followers, [--] engagements "Customer of both. Not sure if Schwabs UI has changed over the years but it sure looks like it hasnt. Small fonts cluttered buttons fax machine vibe. Terrible mobile experience. Not appealing to Gen Z. Schwab also has weird restrictions on fractional shares. Until the wealth transfer is complete in [----] Gen Z doesnt want to be waiting around on stock splits in order to buy large companies. $HOOD is pushing further upstream the move to banking will organically drive AUC and lead to increased DAUs. Not sure if Schwab will be a loser per say but I dont think theyre beating Robinhood when it comes" [X Link](https://x.com/bcwilmerding/status/2014412888988123560) 2026-01-22T19:00Z [--] followers, [--] engagements "@SmokeySnipe @WheelieInvestor Not surprised youre the biggest bear on Main Street ;)" [X Link](https://x.com/bcwilmerding/status/2014877947694301634) 2026-01-24T01:48Z [--] followers, [--] engagements "@a16z Whats the retention rate of these apps Can't remember the last time I downloaded a new app that wasn't legacy. What are people's favorites" [X Link](https://x.com/bcwilmerding/status/2014884464132788472) 2026-01-24T02:14Z [--] followers, [---] engagements "@mark_k Woah I want one" [X Link](https://x.com/bcwilmerding/status/2015914205371617543) 2026-01-26T22:26Z [--] followers, [----] engagements "$SNOW looking attractive here at its POC. @TrendSpider" [X Link](https://x.com/bcwilmerding/status/2020353669221306860) 2026-02-08T04:27Z [--] followers, [---] engagements "The following tab on X should be more chronological @nikitabier" [X Link](https://x.com/bcwilmerding/status/2020360014645588465) 2026-02-08T04:52Z [--] followers, [---] engagements "Is Blue Owl getting margin called lol $OWL" [X Link](https://x.com/bcwilmerding/status/2021324311332524229) 2026-02-10T20:44Z [--] followers, [--] engagements "@SingularityRes He's great been following him since @MartinShkreli put him on my radar but Leopold is high beta like the rest of us. A few filings ago he had $ONTO which has made a nice run since its bottom worth a look" [X Link](https://x.com/bcwilmerding/status/2011441121600102820) 2026-01-14T14:11Z [--] followers, [----] engagements "Type of night ill be up till midnight charting my next high conviction public equity trade. Aside from the obvious names like $HOOD and $AMZN Snowflake is catching my eye. People forget the new $SNOW CEO spent almost [--] years at Google" [X Link](https://x.com/bcwilmerding/status/2021005319972040845) 2026-02-09T23:36Z [--] followers, [---] engagements "Snowflake $SNOW is a "Picks and Shovels" SaaS play in this AI race. Data observability is top of mind Catching a bid right on time to establish higher lows. Keeping an eye on price ahead of earnings" [X Link](https://x.com/anyuser/status/2021418403928604966) 2026-02-11T02:57Z [--] followers, [----] engagements "@PolymarketMoney CapitalG is no JV team" [X Link](https://x.com/bcwilmerding/status/2002016988412166305) 2025-12-19T14:03Z [--] followers, [---] engagements "A $HOOD consolidation + breakout + a Patriots SB win is all I need right now. ๐ " [X Link](https://x.com/bcwilmerding/status/2016538408265392210) 2026-01-28T15:46Z [--] followers, [---] engagements "@KobeissiLetter @grok create a line chart of Solar vs Nuclear mentions on X to display the fluctuation in popularity between energy sources" [X Link](https://x.com/bcwilmerding/status/2016607096242856086) 2026-01-28T20:19Z [--] followers, [---] engagements "@SmokeySnipe New England" [X Link](https://x.com/bcwilmerding/status/2017447739894694386) 2026-01-31T03:59Z [--] followers, [--] engagements "@TrendSpider Hate to say it but $GOOGL is due for a "fill the gap" move to the downside. *fyi im the biggest Google bull on main street. AI overviews are killing it" [X Link](https://x.com/bcwilmerding/status/2018147418982719683) 2026-02-02T02:20Z [--] followers, [--] engagements "@TrendSpider Ever since the original E.coli scandal Chipotle lost its taste" [X Link](https://x.com/bcwilmerding/status/2018891230025863357) 2026-02-04T03:35Z [--] followers, [--] engagements "@DeItaone I will give Stifel the same amount of credibility when it comes to predicting $BTC price movements as the next unverified guy on X" [X Link](https://x.com/bcwilmerding/status/2019255484012806446) 2026-02-05T03:43Z [--] followers, [---] engagements "@based16z Many examples like this. thinking of $SNOW vs Databricks" [X Link](https://x.com/bcwilmerding/status/2019256789083255262) 2026-02-05T03:48Z [--] followers, [---] engagements "Emerging markets are seeing some serious inflows. Price action breaking out of a [--] year long consolidation period. *Something to pay attention to while beta sells down" [X Link](https://x.com/bcwilmerding/status/2019259101063311734) 2026-02-05T03:57Z [--] followers, [--] engagements "@DeItaone Pick your horse in the race mine is $GOOGL" [X Link](https://x.com/bcwilmerding/status/2019752459531354358) 2026-02-06T12:38Z [--] followers, [---] engagements "@zoomyzoomm $SNOW looks attractive" [X Link](https://x.com/bcwilmerding/status/2020354513488736645) 2026-02-08T04:30Z [--] followers, [--] engagements "@thogge @cornbredfred @RobinhoodApp @AmericanExpress About to make the full switch. Currently using both my Amex and RH Gold card equally. My main concern would be disputes and credit limit increases" [X Link](https://x.com/bcwilmerding/status/2020360691006242869) 2026-02-08T04:54Z [--] followers, [--] engagements "Looking forward to the Patriots winning the Super Bowl. If I werent skiing in Japan for the next two weeks Id book my train ticket to Boston right now for the parade" [X Link](https://x.com/bcwilmerding/status/2020367429289861383) 2026-02-08T05:21Z [--] followers, [--] engagements "@Polymarket Arson is pretty on par for Seattle. Go Pats" [X Link](https://x.com/bcwilmerding/status/2020367954563723763) 2026-02-08T05:23Z [--] followers, [----] engagements "@signulll Any team with Tom Brady on the field would have a better chance. cmon" [X Link](https://x.com/bcwilmerding/status/2020718005232005437) 2026-02-09T04:34Z [--] followers, [----] engagements "@litcapital Good take. Lots of folks on X believe prediction markets will canabilize retail liquidity. I don't. Rather it increases DAUs on apps like Robinhood. $HOOD" [X Link](https://x.com/bcwilmerding/status/2020729497742352615) 2026-02-09T05:20Z [--] followers, [---] engagements "@amitisinvesting $GNRC is a solid AI buildout play looking for them to reposition themselves closer to commercial" [X Link](https://x.com/bcwilmerding/status/2021005617507467681) 2026-02-09T23:37Z [--] followers, [---] engagements "@Polymarket They'd never publicly release this. Too much institutional backing of $BTC these days. Mark it at 0%" [X Link](https://x.com/bcwilmerding/status/2021252028727509500) 2026-02-10T15:56Z [--] followers, [---] engagements "Hopefully you actually watched and listened to the Robinhood earnings webcast before contributing to the "Robinhood is a gambling app" echo chamber on X. if so you would learn why its a steal at this price" [X Link](https://x.com/bcwilmerding/status/2021390982290473123) 2026-02-11T01:09Z [--] followers, [--] engagements "Fad. hmm so when Robinhood presents retail the opportunity to invest in the private markets that will be a fad No. Instead it will drive more customers to the platform and kick off an entirely new revolution. I can feel the hate radiating from this terrible take of yours. * $HIMS however youre probably right. https://twitter.com/i/web/status/2021399105918886281 https://twitter.com/i/web/status/2021399105918886281" [X Link](https://x.com/bcwilmerding/status/2021399105918886281) 2026-02-11T01:41Z [--] followers, [---] engagements "Such a shallow take. When Robinhood opens the door to private market investing for retail it will be the biggest thing since zero commission trading. If you get caught up in the X echo chamber of Robinhood becoming a gambling app youre gonna be left in the dust respectfully. https://twitter.com/i/web/status/2021400721929744436 https://twitter.com/i/web/status/2021400721929744436" [X Link](https://x.com/bcwilmerding/status/2021400721929744436) 2026-02-11T01:47Z [--] followers, [---] engagements "Nailed it @varshikaARK Robinhood banking will open up the doors to reaccelerated AUC growth. Vlad has said if he could eliminate one revenue line it would be instant transfer fees. Why Because that would mean people are leaving their money in the ecosystem vs withdrawing. Even more bullish on $HOOD at these prices. https://twitter.com/i/web/status/2021402188703015219 https://twitter.com/i/web/status/2021402188703015219" [X Link](https://x.com/bcwilmerding/status/2021402188703015219) 2026-02-11T01:53Z [--] followers, [---] engagements "Hoping to see $HOOD consolidate at these prices. Don't expect any sharp moves to $100+ in the near term. By late Spring [----] is when I expect Robinhood Banking to mature Robinhood Social goes live and prediction markets take another step. Don't focus too much on the past. Robinhood's success as a company outpaces the stocks performance. don't forget they're sitting on a $1B stock repurchase program that will be tapped into during times of market volatility. https://twitter.com/i/web/status/2021407211012886794 https://twitter.com/i/web/status/2021407211012886794" [X Link](https://x.com/bcwilmerding/status/2021407211012886794) 2026-02-11T02:13Z [--] followers, [---] engagements "@a16z Everyone should be an optimist" [X Link](https://x.com/bcwilmerding/status/2021421829014028637) 2026-02-11T03:11Z [--] followers, [--] engagements "@Polymarket @DailyLoud Is he going to ski faster now that this weight is off his shoulders Probably @Polymarket" [X Link](https://x.com/bcwilmerding/status/2021610590624452924) 2026-02-11T15:41Z [--] followers, [--] engagements "$HOOD Expenses flat while net revenues are growing at an almost 50% CAGR" [X Link](https://x.com/anyuser/status/2021674295504908421) 2026-02-11T19:54Z [--] followers, [---] engagements "What if Robinhood still offered only equities No prediction markets No crypto No banking No credit card No futures How would you feel" [X Link](https://x.com/anyuser/status/2021941981971349539) 2026-02-12T13:38Z [--] followers, [--] engagements "When you start a Chess game you have [--] moves available (16 for pawn and [--] for one knight). After completing the first movement you have more than [--] different possibilities. And [----] in the third and [------] in the fourth. In the 40s there will be [--] puissance [--] possibilities. Number corresponds to the number of atoms in the universe. This is what makes chess magical. https://twitter.com/i/web/status/2022036203650855398 https://twitter.com/i/web/status/2022036203650855398" [X Link](https://x.com/anyuser/status/2022036203650855398) 2026-02-12T19:52Z [--] followers, [--] engagements "World chess champion Magnus Carlsen recently defeated ChatGPT in a match where he never lost a single piece showcasing the enduring strength of human intuition over AI. While AI engines excel in calculation and tactics Carlsens contextual understanding and long-term positional strategy still remain hard to replicate. His victory is a reminder that there are chess moves and plans only a human mind can perceive. #chess #AI #MagnusCarlsen #technology #chatgpt https://twitter.com/i/web/status/2022400491561320929 https://twitter.com/i/web/status/2022400491561320929" [X Link](https://x.com/anyuser/status/2022400491561320929) 2026-02-13T20:00Z 311.8K followers, 913.8K engagements "Never in my life did I think I would be a Marco Rubio fan but this is just so damn good" [X Link](https://x.com/anyuser/status/2022846393485033787) 2026-02-15T01:32Z 49.5K followers, 1.2M engagements "Im a youtube guy anyway $GOOGL" [X Link](https://x.com/anyuser/status/2022037231742112000) 2026-02-12T19:56Z [--] followers, [--] engagements "When you start a Chess game you have [--] moves available (16 for pawn and [--] for one knight). After completing the first movement you have more than [--] different possibilities. And [----] in the third and [------] in the fourth. In the 40s there will be [--] puissance [--] possibilities. Number corresponds to the number of atoms in the universe. This is what makes chess magical. https://twitter.com/i/web/status/2022036203650855398 https://twitter.com/i/web/status/2022036203650855398" [X Link](https://x.com/anyuser/status/2022036203650855398) 2026-02-12T19:52Z [--] followers, [--] engagements "What if Robinhood still offered only equities No prediction markets No crypto No banking No credit card No futures How would you feel" [X Link](https://x.com/anyuser/status/2021941981971349539) 2026-02-12T13:38Z [--] followers, [--] engagements "RT @ChrisCamillo: Takes like this on $HOOD are wild. For a century wealth management normalized skimming 12% of your net worth every year" [X Link](https://x.com/anyuser/status/2021774233458659645) 2026-02-12T02:31Z [--] followers, [--] engagements "Takes like this on $HOOD are wild. For a century wealth management normalized skimming 12% of your net worth every year for basically zero alpha. Robinhood isnt the problem. @ChrisCamillo Stealing your customers money by becoming a gambling app may not be a great long game strategy if AUM is supposed to grow. But might be good for shareholders @ChrisCamillo Stealing your customers money by becoming a gambling app may not be a great long game strategy if AUM is supposed to grow. But might be good for shareholders" [X Link](https://x.com/anyuser/status/2021743789149421700) 2026-02-12T00:30Z 227.5K followers, 94.1K engagements "@ChrisCamillo Stealing your customers money by becoming a gambling app may not be a great long game strategy if AUM is supposed to grow. But might be good for shareholders" [X Link](https://x.com/anyuser/status/2021742505310429436) 2026-02-12T00:25Z [--] followers, 95.9K engagements "$HOOD Expenses flat while net revenues are growing at an almost 50% CAGR" [X Link](https://x.com/anyuser/status/2021674295504908421) 2026-02-11T19:54Z [--] followers, [---] engagements "Best sushi in midtown is @ Katagiri Japanese Grocery. Must try. Great prices" [X Link](https://x.com/anyuser/status/2021604123129340162) 2026-02-11T15:15Z [--] followers, [--] engagements "NYC's infrastructure is crippling. We really need to wait for a [--] degree day to eliminate the snow" [X Link](https://x.com/anyuser/status/2021603988068561345) 2026-02-11T15:15Z [--] followers, [--] engagements "@thisisfed Played out as anticipated. Short-term $HOOD volatility is noise to me" [X Link](https://x.com/anyuser/status/2021598734375637388) 2026-02-11T14:54Z 227.5K followers, 17K engagements "Interesting slide from Generac's investor presentation that makes a good case for Solar" [X Link](https://x.com/anyuser/status/2021596309761724497) 2026-02-11T14:44Z [--] followers, [--] engagements "2026 will be the year tokenization of both public and private assets comes to maturity" [X Link](https://x.com/anyuser/status/2021434917733925031) 2026-02-11T04:03Z [--] followers, [--] engagements "Bucket list activity once I move to Dallas: Hog hunting out of a helicopter. Anyone know a guy" [X Link](https://x.com/anyuser/status/2021434690708832321) 2026-02-11T04:02Z [--] followers, [--] engagements "22 Vanderbilt on Madison ave is S tier for networking coffees in NYC. Thats if you can get a seat" [X Link](https://x.com/anyuser/status/2021434339276492847) 2026-02-11T04:01Z [--] followers, [--] engagements "Moving to Dallas at the end of the month DMs are open for a coffee if youre in town" [X Link](https://x.com/anyuser/status/2021434064679706665) 2026-02-11T04:00Z [--] followers, [--] engagements "Expecting solid numbers from $VRT this week amid re accelerated Capex spend. Hot take" [X Link](https://x.com/anyuser/status/2021433919388909921) 2026-02-11T03:59Z [--] followers, [--] engagements "Small business capital spending continues to decline. Whos to blame" [X Link](https://x.com/anyuser/status/2021433498117210463) 2026-02-11T03:57Z [--] followers, [--] engagements "Defending $HOOD on X today" [X Link](https://x.com/anyuser/status/2021432327327674461) 2026-02-11T03:53Z [--] followers, [---] engagements "The longer @vladtenev hair gets the more bullish I am on Robinhood" [X Link](https://x.com/anyuser/status/2021423147644305869) 2026-02-11T03:16Z [--] followers, [--] engagements "Snowflake $SNOW is a "Picks and Shovels" SaaS play in this AI race. Data observability is top of mind Catching a bid right on time to establish higher lows. Keeping an eye on price ahead of earnings" [X Link](https://x.com/anyuser/status/2021418403928604966) 2026-02-11T02:57Z [--] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bcwilmerding Ben WilmerdingBen Wilmerding posts on X about $hood, polymarket, ai, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies vc firms social networks fashion brands gaming countries
Social topic influence $hood, polymarket, ai, in the, prediction markets, $snow #38, hood, $googl, snow, money
Top accounts mentioned or mentioned by @polymarket @trendspider @vladtenev @a16z @smokeysnipe @chriscamillo @signulll @robinhoodapp @juanrodrig07 @krossroads @singularityres @kobeissiletter @deitaone @wallstreetbets @pmarca @kalshi @anthropicai @openai @jason @giannisan34
Top assets mentioned Robinhood Markets, Inc. (HOOD) Snowflake Inc. (SNOW) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Snap, Inc. (SNAP) Bitcoin (BTC) Uber Technologies, Inc. (UBER) Dash (DASH) Maplebear Inc. (CART) Synopsys, Inc. (SNPS) Match Group Inc (MTCH) Metadium (META) Orochi Network (ON) Pure Storage, Inc. (PSTG) Blue Owl Capital, Inc. (OWL)
Top posts by engagements in the last [--] hours
"Am I proud that I used to write DDs on @wallstreetbets Not really. But Im always down to revisit a slam-dunk thesis and its a perfect excuse to announce that Im moving future memos to Substack. I just updated my views on $HOOD. Give it a look"
X Link 2025-12-03T03:29Z [--] followers, [---] engagements
"Next up is an updated take on $JD which I first covered in October on Substack. If kinetic strikes on Venezuela are confirmed which I expect given recent airspace moves and 50% odds on @Polymarket I wouldnt be surprised to see the narrative swing back to US/China"
X Link 2025-12-03T03:33Z [--] followers, [---] engagements
"@pmarca In [----] I remember seeing an ad for @Kalshi enabling you to bet on the next moon landing. I questioned if it was real asking myself: Whos behind this Seeing its adoption today is inspiring. Congrats Tarek and thanks for proving the American Dream is still alive"
X Link 2025-12-03T04:16Z [--] followers, [--] engagements
"@signulll "$GOOGL has backed itself into what is probably the most advantaged incumbent position in the entire ai market. its almost unfair. like a predator that survives the harshest winter known to man because it has more way more fat stored than the rest of the biome." Spot on"
X Link 2025-12-03T16:25Z [--] followers, [---] engagements
"A race to steal retail liquidity. but a major win for bankers and VCs. ๐
Nonetheless cheers to @AnthropicAI and @OpenAI success"
X Link 2025-12-03T22:54Z [--] followers, [--] engagements
"@Jason @Giannis_An34 That would be fun but the only thing stopping the Knicks from winning a ring is the Knicks themselves ๐"
X Link 2025-12-03T22:56Z [--] followers, [--] engagements
"As I mentioned in my last Substack post prediction markets have been a major DAU growth driver for @RobinhoodApp. They lifted customer engagement without cannibalizing core products. We know this because equity volumes have stayed stable rather than dropping. The best chart you will see all week: Robinhood DAUs vs. their competitors https://t.co/pD71swIa2j The best chart you will see all week: Robinhood DAUs vs. their competitors https://t.co/pD71swIa2j"
X Link 2025-12-08T19:00Z [--] followers, [--] engagements
"@vladtenev How do you think about career trajectory In today's world a 25yr old CEO running a billion-dollar business is normal. An old SVP of mine told me: "Your 20s are for learning and your 30s are for earning" Does that remain true"
X Link 2025-12-08T21:00Z [--] followers, [---] engagements
"There is a compelling opportunity in the gig economy w/ $DASH $CART $UBER Over [--] million Americans now participate in freelance work representing approximately 36% of the total US workforce. Industry projections suggest that by [----] approximately [----] million Americans will be freelancing. Thats nearly half of all workers in the country. This also comes with earnings potential high-earning freelancers (making $100000+) surged from [--] million in [----] to [---] million in [----]. https://twitter.com/i/web/status/1998144895056539909 https://twitter.com/i/web/status/1998144895056539909"
X Link 2025-12-08T21:37Z [--] followers, [---] engagements
"@TrendSpider The $NVDA complex is awakening"
X Link 2025-12-09T22:01Z [--] followers, [---] engagements
"When can Robinhood customers request an increased credit line for their gold card @vladtenev"
X Link 2025-12-10T23:08Z [--] followers, [---] engagements
"The Generational Wealth Transfer (GWT) Wild stat: the monthly share of sub-40s funneling cash into investments has more than tripled over the last decade blowing past anything were seeing from the 40+ crowd. Younger capital flows are accelerating full stop. Timeline breakdown in the comments. ๐งต"
X Link 2025-12-11T02:18Z [--] followers, [--] engagements
"Although there was about the same number of people in 2010-15 between the two demographics opening new accounts that number changed dramatically in [----]. Since then the number of people aged [--] and below has been rising steadily. 2021: Stimulus checks lead the charge as many Gen Z individuals receive the most money theyve ever had from the government. A result of this is an influx of new brokerage accounts led by Gen Z"
X Link 2025-12-11T02:18Z [--] followers, [--] engagements
"The Great Wealth Transfer (the largest in history) is about to happen with $84124 trillion in assets passing from Boomers and Silent Generation to Gen X Millennials and Gen Z over the next [----] years. Total Scale: $124 trillion by [----] ($106T to heirs $18T to charity); or $84 trillion by [----] per earlier estimates. Annual flow: $46 trillion. https://twitter.com/i/web/status/1998940308537548925 https://twitter.com/i/web/status/1998940308537548925"
X Link 2025-12-11T02:18Z [--] followers, [--] engagements
"Timeline Breakdown: 20252030: $2030T transferred; focus on Gen X/Millennials. Gen Z gets $9T early boosts. 20312035: $3040T; Millennials/Gen Z peak as recipients. Women inherit $9T sideways (e.g. spousal transfers) shifting control. 2036+: $4050T; Gen Z dominates with 1/3 of ultra-wealthy ($50M+ net worth) by [----] (up from 8% today)"
X Link 2025-12-11T02:18Z [--] followers, [--] engagements
"The Electronic Design Automation "EDA" stack is the bloodstream of the AI chip race. This is exactly why Nvidia is putting $2B into Synopsys instead of pushing dividends or buybacks. For advanced AI chips EDA isnt optional. The complexity of 3nm/2nm architectures and new interconnect standards means design cycles live or die on the quality of your design tools. $NVDA $SNPS"
X Link 2025-12-11T02:42Z [--] followers, [--] engagements
"Spot on. This theory is applicable to every corner of this country. Finance in New York Tech in California Politics in DC Manufacturing in Michigan. Out with the old generation and in with the new. Every few decades the country reaches a point where old assumptions lose their force. Institutions feel brittle. New structures want to form. This period feels like one of those hinge moments and tech has a responsibility to build with that in mind. Every few decades the country reaches a point where old assumptions lose their force. Institutions feel brittle. New structures want to form. This"
X Link 2025-12-11T14:24Z [--] followers, [--] engagements
"The dollar isnt moving the way it used to with U.S. stocks. Earlier this year they were tightly linked now not so much. Since April the dollar drops when stocks fall but it doesnt bounce back when stocks rally. Thats a worrying combo: weaker as a safe haven but not acting strong in risk-on moments either"
X Link 2025-12-11T19:23Z [--] followers, [--] engagements
"@Polymarket Talking his book - rightfully so I guess"
X Link 2025-12-11T19:25Z [--] followers, [--] engagements
"People are choosing to start new companies instead of joining established ones because the national risk appetite has exploded. You can see it everywhere in the popularity of high-leverage trading products in people walking away from predictable career tracks in the growing belief that taking big swings is better than standing still. More than ever Americans feel that building something of their own is the only realistic path to the American Dream. Today the worst thing you can do is be afraid to fail. Whether its founding a startup experimenting with new financial tools or taking an"
X Link 2025-12-11T19:39Z [--] followers, [---] engagements
"@TrendSpider IPO aside anyone watching $JD for a move That flag/wedge down on Lemonade making me think a consolidated $JD will finally make its move"
X Link 2025-12-14T02:12Z [--] followers, [---] engagements
"$SNAP is interesting because its actually a sticky product with the younger generation (solid DAU growth) but the stock is a dog. Whens the last time we had innovation on the platform [----] with Snap Stories Since then its just been face filters and an AI chatbot that no one I know uses. Recently I got a message that my Snapchat storage is running out and my memories from the good ole days will be deleted if I dont upgrade to Snap Pro. This seems like an attempt by management to boost ARPU. Or upgrade to erase ads. In app purchases wont work. Why Because Snapchat is not putting the customer"
X Link 2025-12-14T15:30Z [--] followers, [---] engagements
"$MTCH will never succeed and theres a huge opportunity for $META. The barrier to entry in the dating app space is quite low. The app store offers plenty of choices for dating apps. Customers are willing to run multiple apps simultaneously as each provides the same core offering but taps into slightly different user populations. Match Group can continue acquiring leading brands like Hinge but that wont matter when the next strong competitor enters the market and steals users. This presents a perfect opportunity for $META. Meta could deliver a superior UI a larger selection of users seamless"
X Link 2025-12-14T15:38Z [--] followers, [---] engagements
"@inglouriouscap Agreed. Barrier to entry for consumer is too easy fashion is too hard to predict. I promise you $ON footwear will go out of style before [----]. Look what happened to Hokas (Deckers) Nike Under Armor etc"
X Link 2025-12-14T17:47Z [--] followers, [--] engagements
"Despite the ongoing contraction in the VC marketmarked by subdued fundraising volumes prolonged liquidity constraints and cautious LP sentiment the need for experienced capital formation and investor relations talent has become increasingly critical. LPs are placing greater emphasis on manager experience track records and sector focus in a more selective allocation environment. These pressures mean VCs can't rely on broad outreach; they need targeted sustained efforts to engage competitive LPs. The strongest capital formation and IR professionals are in high demand and compensated accordingly"
X Link 2025-12-14T19:32Z [--] followers, [--] engagements
"As a Gen Z(er) myself and a power user I must join the peanut gallery on $SNAP. The last time there was innovation was in [----] with stories. Since then nothing. Operationally Snap's stock based compensation (SBC) has been a losing game median salary at $300k is way too high for the app's innovation output. Not sure if they are still making the spectacles but they should ditch that entire program. The only people buying those glasses are the ones doing pranks on instagram. Plus I haven't met a single Gen Z individual who would want to wear glasses all day long. Last point and probably the most"
X Link 2025-12-14T22:28Z [--] followers, [---] engagements
"Such a compelling slide @MeritechCapital . Thanks for sharing it with the public"
X Link 2025-12-15T01:51Z [--] followers, [--] engagements
"Absolutely mental. $HOOD"
X Link 2025-12-15T01:56Z [--] followers, [----] engagements
"Expert networks like AlphaSights GLG etc. need to make a retail offering"
X Link 2025-12-22T01:22Z [--] followers, [--] engagements
"Robinhood its time to introduce both equity portfolio measurements like beta sharpe ratio etc. and prediction market socials (similar to Polymarket) + event contract performance history"
X Link 2025-12-28T21:10Z [--] followers, [--] engagements
"Robinhood should ship a Year in Review for every customer. Personal metrics: YTD performance options P&L biggest win/loss total trades event contracts time in app. Platform insights: top tickers most-traded options leading crypto names top-performing portfolios by % gain (anonymized) geographic shifts in activity. Turn investing data into a product moment. This would be massively shareable. https://twitter.com/i/web/status/2007135610549547329 https://twitter.com/i/web/status/2007135610549547329"
X Link 2026-01-02T17:03Z [--] followers, [---] engagements
"Still waiting for my US @Polymarket account. Been using Kalshi on Robinhood and the event selections/volumes do not compare"
X Link 2026-01-03T01:17Z [--] followers, [--] engagements
"@NTmoney @Polymarket both start with P"
X Link 2026-01-06T04:26Z [--] followers, [--] engagements
"Chamath with a 6% GDP growth projection. Wow. Run it hot"
X Link 2026-01-11T16:30Z [--] followers, [--] engagements
"@TrendSpider $ASML as well"
X Link 2026-01-11T16:45Z [--] followers, [---] engagements
"@JuanRodrig07 Love $HOOD and the ease of having prediction markets in the app. But its a shame they dont have nearly as many events as Polymarket. Especially on the politics/war front"
X Link 2026-01-11T18:51Z [--] followers, [---] engagements
"@Kross_Roads @JuanRodrig07 What issues ICE a highly respected institution poured $1B+ into Polymarket. I dont think ethics are the roadblock here"
X Link 2026-01-11T19:43Z [--] followers, [--] engagements
"@ContrarianCurse This isn't even available on Kalshi/Robinhood. @Kross_Roads"
X Link 2026-01-11T20:14Z [--] followers, [----] engagements
"@BoringBiz_ I think Secondaries today is larger than people think. Teams are willing to build out their secondaries functions with people who have down buyout etc. their whole life. Its a necessity"
X Link 2026-01-13T13:09Z [--] followers, [---] engagements
"@SingularityRes Eyeing $PSTG - also what platform is this Been a user of Whale Wisdom but looking for something new"
X Link 2026-01-13T13:11Z [--] followers, [----] engagements
"@KobeissiLetter Nonetheless $ASML is a great hold"
X Link 2026-01-15T16:28Z [--] followers, [---] engagements
"@AutismCapital Looks like Wii corporate"
X Link 2026-01-15T18:14Z [--] followers, [--] engagements
"Customer of both. Not sure if Schwabs UI has changed over the years but it sure looks like it hasnt. Small fonts cluttered buttons fax machine vibe. Terrible mobile experience. Not appealing to Gen Z. Schwab also has weird restrictions on fractional shares. Until the wealth transfer is complete in [----] Gen Z doesnt want to be waiting around on stock splits in order to buy large companies. $HOOD is pushing further upstream the move to banking will organically drive AUC and lead to increased DAUs. Not sure if Schwab will be a loser per say but I dont think theyre beating Robinhood when it comes"
X Link 2026-01-22T19:00Z [--] followers, [--] engagements
"@SmokeySnipe @WheelieInvestor Not surprised youre the biggest bear on Main Street ;)"
X Link 2026-01-24T01:48Z [--] followers, [--] engagements
"@a16z Whats the retention rate of these apps Can't remember the last time I downloaded a new app that wasn't legacy. What are people's favorites"
X Link 2026-01-24T02:14Z [--] followers, [---] engagements
"@mark_k Woah I want one"
X Link 2026-01-26T22:26Z [--] followers, [----] engagements
"$SNOW looking attractive here at its POC. @TrendSpider"
X Link 2026-02-08T04:27Z [--] followers, [---] engagements
"The following tab on X should be more chronological @nikitabier"
X Link 2026-02-08T04:52Z [--] followers, [---] engagements
"Is Blue Owl getting margin called lol $OWL"
X Link 2026-02-10T20:44Z [--] followers, [--] engagements
"@SingularityRes He's great been following him since @MartinShkreli put him on my radar but Leopold is high beta like the rest of us. A few filings ago he had $ONTO which has made a nice run since its bottom worth a look"
X Link 2026-01-14T14:11Z [--] followers, [----] engagements
"Type of night ill be up till midnight charting my next high conviction public equity trade. Aside from the obvious names like $HOOD and $AMZN Snowflake is catching my eye. People forget the new $SNOW CEO spent almost [--] years at Google"
X Link 2026-02-09T23:36Z [--] followers, [---] engagements
"Snowflake $SNOW is a "Picks and Shovels" SaaS play in this AI race. Data observability is top of mind Catching a bid right on time to establish higher lows. Keeping an eye on price ahead of earnings"
X Link 2026-02-11T02:57Z [--] followers, [----] engagements
"@PolymarketMoney CapitalG is no JV team"
X Link 2025-12-19T14:03Z [--] followers, [---] engagements
"A $HOOD consolidation + breakout + a Patriots SB win is all I need right now. ๐
"
X Link 2026-01-28T15:46Z [--] followers, [---] engagements
"@KobeissiLetter @grok create a line chart of Solar vs Nuclear mentions on X to display the fluctuation in popularity between energy sources"
X Link 2026-01-28T20:19Z [--] followers, [---] engagements
"@SmokeySnipe New England"
X Link 2026-01-31T03:59Z [--] followers, [--] engagements
"@TrendSpider Hate to say it but $GOOGL is due for a "fill the gap" move to the downside. *fyi im the biggest Google bull on main street. AI overviews are killing it"
X Link 2026-02-02T02:20Z [--] followers, [--] engagements
"@TrendSpider Ever since the original E.coli scandal Chipotle lost its taste"
X Link 2026-02-04T03:35Z [--] followers, [--] engagements
"@DeItaone I will give Stifel the same amount of credibility when it comes to predicting $BTC price movements as the next unverified guy on X"
X Link 2026-02-05T03:43Z [--] followers, [---] engagements
"@based16z Many examples like this. thinking of $SNOW vs Databricks"
X Link 2026-02-05T03:48Z [--] followers, [---] engagements
"Emerging markets are seeing some serious inflows. Price action breaking out of a [--] year long consolidation period. *Something to pay attention to while beta sells down"
X Link 2026-02-05T03:57Z [--] followers, [--] engagements
"@DeItaone Pick your horse in the race mine is $GOOGL"
X Link 2026-02-06T12:38Z [--] followers, [---] engagements
"@zoomyzoomm $SNOW looks attractive"
X Link 2026-02-08T04:30Z [--] followers, [--] engagements
"@thogge @cornbredfred @RobinhoodApp @AmericanExpress About to make the full switch. Currently using both my Amex and RH Gold card equally. My main concern would be disputes and credit limit increases"
X Link 2026-02-08T04:54Z [--] followers, [--] engagements
"Looking forward to the Patriots winning the Super Bowl. If I werent skiing in Japan for the next two weeks Id book my train ticket to Boston right now for the parade"
X Link 2026-02-08T05:21Z [--] followers, [--] engagements
"@Polymarket Arson is pretty on par for Seattle. Go Pats"
X Link 2026-02-08T05:23Z [--] followers, [----] engagements
"@signulll Any team with Tom Brady on the field would have a better chance. cmon"
X Link 2026-02-09T04:34Z [--] followers, [----] engagements
"@litcapital Good take. Lots of folks on X believe prediction markets will canabilize retail liquidity. I don't. Rather it increases DAUs on apps like Robinhood. $HOOD"
X Link 2026-02-09T05:20Z [--] followers, [---] engagements
"@amitisinvesting $GNRC is a solid AI buildout play looking for them to reposition themselves closer to commercial"
X Link 2026-02-09T23:37Z [--] followers, [---] engagements
"@Polymarket They'd never publicly release this. Too much institutional backing of $BTC these days. Mark it at 0%"
X Link 2026-02-10T15:56Z [--] followers, [---] engagements
"Hopefully you actually watched and listened to the Robinhood earnings webcast before contributing to the "Robinhood is a gambling app" echo chamber on X. if so you would learn why its a steal at this price"
X Link 2026-02-11T01:09Z [--] followers, [--] engagements
"Fad. hmm so when Robinhood presents retail the opportunity to invest in the private markets that will be a fad No. Instead it will drive more customers to the platform and kick off an entirely new revolution. I can feel the hate radiating from this terrible take of yours. * $HIMS however youre probably right. https://twitter.com/i/web/status/2021399105918886281 https://twitter.com/i/web/status/2021399105918886281"
X Link 2026-02-11T01:41Z [--] followers, [---] engagements
"Such a shallow take. When Robinhood opens the door to private market investing for retail it will be the biggest thing since zero commission trading. If you get caught up in the X echo chamber of Robinhood becoming a gambling app youre gonna be left in the dust respectfully. https://twitter.com/i/web/status/2021400721929744436 https://twitter.com/i/web/status/2021400721929744436"
X Link 2026-02-11T01:47Z [--] followers, [---] engagements
"Nailed it @varshikaARK Robinhood banking will open up the doors to reaccelerated AUC growth. Vlad has said if he could eliminate one revenue line it would be instant transfer fees. Why Because that would mean people are leaving their money in the ecosystem vs withdrawing. Even more bullish on $HOOD at these prices. https://twitter.com/i/web/status/2021402188703015219 https://twitter.com/i/web/status/2021402188703015219"
X Link 2026-02-11T01:53Z [--] followers, [---] engagements
"Hoping to see $HOOD consolidate at these prices. Don't expect any sharp moves to $100+ in the near term. By late Spring [----] is when I expect Robinhood Banking to mature Robinhood Social goes live and prediction markets take another step. Don't focus too much on the past. Robinhood's success as a company outpaces the stocks performance. don't forget they're sitting on a $1B stock repurchase program that will be tapped into during times of market volatility. https://twitter.com/i/web/status/2021407211012886794 https://twitter.com/i/web/status/2021407211012886794"
X Link 2026-02-11T02:13Z [--] followers, [---] engagements
"@a16z Everyone should be an optimist"
X Link 2026-02-11T03:11Z [--] followers, [--] engagements
"@Polymarket @DailyLoud Is he going to ski faster now that this weight is off his shoulders Probably @Polymarket"
X Link 2026-02-11T15:41Z [--] followers, [--] engagements
"$HOOD Expenses flat while net revenues are growing at an almost 50% CAGR"
X Link 2026-02-11T19:54Z [--] followers, [---] engagements
"What if Robinhood still offered only equities No prediction markets No crypto No banking No credit card No futures How would you feel"
X Link 2026-02-12T13:38Z [--] followers, [--] engagements
"When you start a Chess game you have [--] moves available (16 for pawn and [--] for one knight). After completing the first movement you have more than [--] different possibilities. And [----] in the third and [------] in the fourth. In the 40s there will be [--] puissance [--] possibilities. Number corresponds to the number of atoms in the universe. This is what makes chess magical. https://twitter.com/i/web/status/2022036203650855398 https://twitter.com/i/web/status/2022036203650855398"
X Link 2026-02-12T19:52Z [--] followers, [--] engagements
"World chess champion Magnus Carlsen recently defeated ChatGPT in a match where he never lost a single piece showcasing the enduring strength of human intuition over AI. While AI engines excel in calculation and tactics Carlsens contextual understanding and long-term positional strategy still remain hard to replicate. His victory is a reminder that there are chess moves and plans only a human mind can perceive. #chess #AI #MagnusCarlsen #technology #chatgpt https://twitter.com/i/web/status/2022400491561320929 https://twitter.com/i/web/status/2022400491561320929"
X Link 2026-02-13T20:00Z 311.8K followers, 913.8K engagements
"Never in my life did I think I would be a Marco Rubio fan but this is just so damn good"
X Link 2026-02-15T01:32Z 49.5K followers, 1.2M engagements
"Im a youtube guy anyway $GOOGL"
X Link 2026-02-12T19:56Z [--] followers, [--] engagements
"When you start a Chess game you have [--] moves available (16 for pawn and [--] for one knight). After completing the first movement you have more than [--] different possibilities. And [----] in the third and [------] in the fourth. In the 40s there will be [--] puissance [--] possibilities. Number corresponds to the number of atoms in the universe. This is what makes chess magical. https://twitter.com/i/web/status/2022036203650855398 https://twitter.com/i/web/status/2022036203650855398"
X Link 2026-02-12T19:52Z [--] followers, [--] engagements
"What if Robinhood still offered only equities No prediction markets No crypto No banking No credit card No futures How would you feel"
X Link 2026-02-12T13:38Z [--] followers, [--] engagements
"RT @ChrisCamillo: Takes like this on $HOOD are wild. For a century wealth management normalized skimming 12% of your net worth every year"
X Link 2026-02-12T02:31Z [--] followers, [--] engagements
"Takes like this on $HOOD are wild. For a century wealth management normalized skimming 12% of your net worth every year for basically zero alpha. Robinhood isnt the problem. @ChrisCamillo Stealing your customers money by becoming a gambling app may not be a great long game strategy if AUM is supposed to grow. But might be good for shareholders @ChrisCamillo Stealing your customers money by becoming a gambling app may not be a great long game strategy if AUM is supposed to grow. But might be good for shareholders"
X Link 2026-02-12T00:30Z 227.5K followers, 94.1K engagements
"@ChrisCamillo Stealing your customers money by becoming a gambling app may not be a great long game strategy if AUM is supposed to grow. But might be good for shareholders"
X Link 2026-02-12T00:25Z [--] followers, 95.9K engagements
"$HOOD Expenses flat while net revenues are growing at an almost 50% CAGR"
X Link 2026-02-11T19:54Z [--] followers, [---] engagements
"Best sushi in midtown is @ Katagiri Japanese Grocery. Must try. Great prices"
X Link 2026-02-11T15:15Z [--] followers, [--] engagements
"NYC's infrastructure is crippling. We really need to wait for a [--] degree day to eliminate the snow"
X Link 2026-02-11T15:15Z [--] followers, [--] engagements
"@thisisfed Played out as anticipated. Short-term $HOOD volatility is noise to me"
X Link 2026-02-11T14:54Z 227.5K followers, 17K engagements
"Interesting slide from Generac's investor presentation that makes a good case for Solar"
X Link 2026-02-11T14:44Z [--] followers, [--] engagements
"2026 will be the year tokenization of both public and private assets comes to maturity"
X Link 2026-02-11T04:03Z [--] followers, [--] engagements
"Bucket list activity once I move to Dallas: Hog hunting out of a helicopter. Anyone know a guy"
X Link 2026-02-11T04:02Z [--] followers, [--] engagements
"22 Vanderbilt on Madison ave is S tier for networking coffees in NYC. Thats if you can get a seat"
X Link 2026-02-11T04:01Z [--] followers, [--] engagements
"Moving to Dallas at the end of the month DMs are open for a coffee if youre in town"
X Link 2026-02-11T04:00Z [--] followers, [--] engagements
"Expecting solid numbers from $VRT this week amid re accelerated Capex spend. Hot take"
X Link 2026-02-11T03:59Z [--] followers, [--] engagements
"Small business capital spending continues to decline. Whos to blame"
X Link 2026-02-11T03:57Z [--] followers, [--] engagements
"Defending $HOOD on X today"
X Link 2026-02-11T03:53Z [--] followers, [---] engagements
"The longer @vladtenev hair gets the more bullish I am on Robinhood"
X Link 2026-02-11T03:16Z [--] followers, [--] engagements
"Snowflake $SNOW is a "Picks and Shovels" SaaS play in this AI race. Data observability is top of mind Catching a bid right on time to establish higher lows. Keeping an eye on price ahead of earnings"
X Link 2026-02-11T02:57Z [--] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::bcwilmerding