# ![@beTochMam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1595812064366305283.png) @beTochMam Be toch mam

Be toch mam posts on X about $gtlb, business, $snap, $lyft the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1595812064366305283/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1595812064366305283/c:line/m:interactions.svg)

- [--] Week [-----] -61%
- [--] Month [------] +291%
- [--] Months [------] +432%

### Mentions: [--] [#](/creator/twitter::1595812064366305283/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1595812064366305283/c:line/m:posts_active.svg)

- [--] Months [--] -37%

### Followers: [---] [#](/creator/twitter::1595812064366305283/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1595812064366305283/c:line/m:followers.svg)

- [--] Week [---] +2.30%
- [--] Month [---] +7.10%
- [--] Months [---] +5.40%

### CreatorRank: [---------] [#](/creator/twitter::1595812064366305283/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1595812064366305283/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)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [exchanges](/list/exchanges) 

**Social topic influence**
[$gtlb](/topic/$gtlb) #10, [business](/topic/business), [$snap](/topic/$snap), [$lyft](/topic/$lyft), [lyft](/topic/lyft), [ai](/topic/ai), [$zip](/topic/$zip), [growth](/topic/growth), [$baba](/topic/$baba), [$path](/topic/$path)

**Top accounts mentioned or mentioned by**
[@rubicon59](/creator/undefined) [@crussian17](/creator/undefined) [@veganhippo21](/creator/undefined) [@bk8374021732854](/creator/undefined) [@telehinvesting](/creator/undefined) [@danushman](/creator/undefined) [@nietschecapital](/creator/undefined) [@premarks](/creator/undefined) [@realroseceline](/creator/undefined) [@techequityeng](/creator/undefined) [@casinocapital](/creator/undefined) [@hedgesimply](/creator/undefined) [@nitininvests](/creator/undefined) [@wisemancap](/creator/undefined) [@inflectionecon](/creator/undefined) [@insanityrules](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@growthinvesto13](/creator/undefined) [@boomorbust109](/creator/undefined) [@a_miko_3](/creator/undefined)

**Top assets mentioned**
[GitLab Inc. (GTLB)](/topic/$gtlb) [Snap, Inc. (SNAP)](/topic/$snap) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [Alibaba Group (BABA)](/topic/$baba) [UiPath, Inc. (PATH)](/topic/$path) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [UnitedHealth Group (UNH)](/topic/$unh) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [The Root Network (ROOT)](/topic/$root) [AppLovin Corporation (APP)](/topic/$app) [Trade Desk, Inc. (TTD)](/topic/$ttd) [4 (FOUR)](/topic/$four) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Fiserv, Inc. (FI)](/topic/$fi) [DLocal Limited (DLO)](/topic/$dlo) [2025 (2025)](/topic/$2025) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Asana, Inc. (ASAN)](/topic/$asan) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Flywire Corporation (FLYW)](/topic/$flyw) [Salesforce Inc (CRM)](/topic/$crm) [Confluent, Inc. (CFLT)](/topic/$cflt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@leadlagreport @leadlagreport what is the credit event. What can it be. Im not disagreeing. Just struggling to see it. Mortgage delinquencies not an issue. Banks fine I guess. So what is it. Whats the catalyst. Thanks"  
[X Link](https://x.com/anyuser/status/1690178043401084928)  2023-08-12T01:47Z [--] followers, [---] engagements


"@ankurnagpal Is there any credit risk taken"  
[X Link](https://x.com/beTochMam/status/1916502262932795534)  2025-04-27T14:38Z [--] followers, [---] engagements


"@Veganhippo21 I understand. So someone could either be really bullish or really bearish no"  
[X Link](https://x.com/beTochMam/status/1931089266274152509)  2025-06-06T20:42Z [--] followers, [--] engagements


"@Geiger_Capital Is the long end about to rally hard I think so - but I have been fooled by this bond market too many times"  
[X Link](https://x.com/beTochMam/status/1933216899740946685)  2025-06-12T17:36Z [--] followers, [---] engagements


"@Veganhippo21 Thoughts on $LULU Falling knife or worth a shot"  
[X Link](https://x.com/beTochMam/status/1935412101301809223)  2025-06-18T18:59Z [---] followers, [---] engagements


"@Veganhippo21 UNH is just going to have some litigation overhang around until it sorts itself out - which it will. I think $500 within [--] mo $LULU is not nearly as undervalued fundamentally - 14-16x is not cheap. It is ok. But business and KPIs degrading. Which scares me. Your thoughts"  
[X Link](https://x.com/beTochMam/status/1935413351200473407)  2025-06-18T19:04Z [---] followers, [---] engagements


"@Veganhippo21 $UNH is a monster. I just love it. You may need to be patient but the value is there. $LYFT - thats another one that makes [--] sense on valuation. Should be triple. Heavy buybacks big growth. Curious your thoughts on LYFT as well"  
[X Link](https://x.com/beTochMam/status/1935413940894208148)  2025-06-18T19:06Z [---] followers, [---] engagements


"@hedge_simply Interesting view - you were spot on. what do you think of this one now that its doubled off the lows"  
[X Link](https://x.com/beTochMam/status/1935495139876606115)  2025-06-19T00:29Z [---] followers, [--] engagements


"@Veganhippo21 No clue. I am just looking at FCF generation"  
[X Link](https://x.com/beTochMam/status/1935524747275628863)  2025-06-19T02:27Z [---] followers, [--] engagements


"@Veganhippo21 What do you think of $SNAP here"  
[X Link](https://x.com/beTochMam/status/1936080769681965539)  2025-06-20T15:16Z [---] followers, [--] engagements


"@rubicon59 @rubicon59 I follow your content. You are thoughtful and well versed. Thank you. Two names I am curious your views on: $LYFT and $UNH"  
[X Link](https://x.com/beTochMam/status/1936197291234164870)  2025-06-20T22:59Z [---] followers, [---] engagements


"@DeepIceValue What is optum. On LinkedIn it says he is a physician - so does UNH employee physicians"  
[X Link](https://x.com/beTochMam/status/1936545460304437322)  2025-06-21T22:03Z [---] followers, [--] engagements


"@rubicon59 @rubicon59 hope all is well - question: what do you think of $SNAP here In the spirit of never a bad asset often times bad price Think very interesting thoughts"  
[X Link](https://x.com/beTochMam/status/1937625928555020482)  2025-06-24T21:36Z [---] followers, [--] engagements


"@Crussian17 @Crussian17 hope all is well - question: what do you think of $SNAP here. In the spirit of never a bad asset often times bad price Think very interesting thoughts"  
[X Link](https://x.com/beTochMam/status/1937626191252344933)  2025-06-24T21:37Z [---] followers, [--] engagements


"@Veganhippo21 @MoeLesterrrrr @Degen_CPA I copped the Cayenne looking to purchase [---] next. So far this year has been my toughest year trading - looking for some inspiration"  
[X Link](https://x.com/beTochMam/status/1938003680055153095)  2025-06-25T22:37Z [---] followers, [--] engagements


"@rubicon59 Does it concern you that the business is domiciled in Uruguay"  
[X Link](https://x.com/beTochMam/status/1938425643919905086)  2025-06-27T02:34Z [---] followers, [--] engagements


"@trojan_manoj2 I dont see what you are pointing out"  
[X Link](https://x.com/beTochMam/status/1938786732218163441)  2025-06-28T02:29Z [---] followers, [--] engagements


"@rubicon59 Are you concerned about $TGEN having run 1000% already"  
[X Link](https://x.com/beTochMam/status/1939269488299348433)  2025-06-29T10:27Z [---] followers, [---] engagements


"@rubicon59 Also at @rubicon59 - weird history with listing on nasdaq delisting going OTC then re listing on NYSE American. Seems subscale as well. Where are you shaking out on this name"  
[X Link](https://x.com/beTochMam/status/1939270634527232495)  2025-06-29T10:32Z [---] followers, [---] engagements


"@TradeWithD_ Is any of the robotaxi sector news bullish for $LYFT"  
[X Link](https://x.com/beTochMam/status/1939497505542275171)  2025-06-30T01:33Z [---] followers, [--] engagements


"@rubicon59 So if you go to a casino and make $100k and then lose $100k right after - you are showing a $10k gain for tax purposes Is this part of the big beautiful bill"  
[X Link](https://x.com/beTochMam/status/1940981199461405029)  2025-07-04T03:49Z [---] followers, [---] engagements


"@rubicon59 @rubicon59 thoughts on $BABA In specific - long dated call spreads. What do you think $150-200 call spreads out [--] mo - a few bucks. Feel like tarrifs behind us. Thoughts"  
[X Link](https://x.com/beTochMam/status/1941178423881367821)  2025-07-04T16:52Z [---] followers, [---] engagements


"@Crussian17 @Crussian17 curious your thoughts on $BABA - feel like we saw a catalyst / theme show in early [----] in advance of trade drama. Impaired significantly by tarrifs of course - and now back at depressed levels. Way to play it is call spreads - 6mo out 150/200 a few bucks. Thoughts"  
[X Link](https://x.com/beTochMam/status/1941182270318215177)  2025-07-04T17:08Z [---] followers, [---] engagements


"@rubicon59 @rubicon59 - thoughts on $MRVL on the pullback"  
[X Link](https://x.com/beTochMam/status/1942218759088816293)  2025-07-07T13:46Z [---] followers, [---] engagements


"@nitininvests @rubicon59 @nitininvests does $FTEK do cooling as well I see they are more pollution management etc"  
[X Link](https://x.com/beTochMam/status/1942369529427907049)  2025-07-07T23:45Z [---] followers, [---] engagements


"@nitininvests @rubicon59 Im confused - what is the theme here. No one gives a damn about environmental cleaning right now. So where the theme with this name. Not saying you are wrong just trying to figure it out. Thank you"  
[X Link](https://x.com/beTochMam/status/1942405224414466332)  2025-07-08T02:07Z [---] followers, [---] engagements


"@TeleHInvesting I have loved this name and own it in size. But my question remains where is the catalyst Still holding strong but - where the f*ck is catalyst Because I see UBER RUNNING BUT THIS THING TRADING DOWN CONSISTENTLY. DRIVING ME NUTS"  
[X Link](https://x.com/beTochMam/status/1946973944466002042)  2025-07-20T16:42Z [---] followers, [--] engagements


"@TeleHInvesting BTW - I completely agree with everything you said [--]. Multiples VERY DIFFERENT - I think Uber deserves a higher multiple - it is more scaled and has eats etc. BUT THE VALUATION GAP IS RIDICULOUS [--]. Agree on FCF to repurchase shares [--]. CEO buying small size (peanuts)"  
[X Link](https://x.com/beTochMam/status/1947045008076353916)  2025-07-20T21:24Z [---] followers, [--] engagements


"@ecommerceshares Why does $LYFT trade so poorly from a valuation perspective in your opinion Is this just a simple long"  
[X Link](https://x.com/beTochMam/status/1953522218975011238)  2025-08-07T18:22Z [---] followers, [---] engagements


"@TeleHInvesting @AdamoMancino Btw - wtf is in that sales and marketing line item on the PnL Take some costs out Dollar for dollar drop down to EBITDA and FCF"  
[X Link](https://x.com/beTochMam/status/1954238020317794434)  2025-08-09T17:47Z [---] followers, [--] engagements


"@Crussian17 @Crussian17 did you cut $GTLB Curious what you think is going on here re-rating Channel checks proving soft What do you think it is Thanks"  
[X Link](https://x.com/beTochMam/status/1955035867942134108)  2025-08-11T22:37Z [---] followers, [---] engagements


"@Nietschecapital @Nietschecapital - curious your thoughts on $GTLB Name has been consistently selling off / getting rejected - what do you think is happening with this one"  
[X Link](https://x.com/beTochMam/status/1955036252446580862)  2025-08-11T22:39Z [---] followers, [---] engagements


"@Crussian17 Good call @Crussian17. Youre always very insightful. Kudos. Thoughts on $GTLB now Did you cut it"  
[X Link](https://x.com/beTochMam/status/1955318301271159077)  2025-08-12T17:19Z [---] followers, [---] engagements


"@TeleHInvesting Who added $LYFT I dont see many 13Fs including"  
[X Link](https://x.com/beTochMam/status/1956125570950971692)  2025-08-14T22:47Z [---] followers, [---] engagements


"@TeleHInvesting Thanks. I dont see a single outright fundamental hedge fund. These are all multi strat hedge funds likely not taking outright fundamental positions"  
[X Link](https://x.com/beTochMam/status/1956130717747871836)  2025-08-14T23:08Z [---] followers, [--] engagements


"@Nietschecapital @Nietschecapital Didnt think $ROOT would be up your alley. What do you like about $FOUR as well"  
[X Link](https://x.com/beTochMam/status/1960060168378491273)  2025-08-25T19:22Z [---] followers, [---] engagements


"@Nietschecapital @Nietschecapital $ROOT - any conviction in this one"  
[X Link](https://x.com/beTochMam/status/1960088352046321980)  2025-08-25T21:14Z [---] followers, [---] engagements


"@CasinoCapital @CasinoCapital agree. CEO is a thief. Company mismanaged. Enterprise is worth MUCH MORE. Dumpster levels and sentiment. If a reputable activist got involved - would see SIGNIFICANT VALUE CREATION. Moronic management team in my opinion"  
[X Link](https://x.com/beTochMam/status/1961218185492861248)  2025-08-29T00:03Z [---] followers, [---] engagements


"@rubicon59 Okay I think you need to acknowledge $NVDA in its own league. $AMD also in its a higher tier. Im not sure these are true fair comps. But I agree $MRVL interesting. Curious your views on this. Just playing devils advocate but you my friend are always sharing thoughtful views"  
[X Link](https://x.com/beTochMam/status/1961774850449592549)  2025-08-30T12:55Z [---] followers, [---] engagements


"@kaizen_cap @kaizen_cap thoughtful. Thank you for sharing"  
[X Link](https://x.com/beTochMam/status/1962644780082442333)  2025-09-01T22:32Z [---] followers, [---] engagements


"@danushman And why is that"  
[X Link](https://x.com/beTochMam/status/1962671141102784605)  2025-09-02T00:17Z [---] followers, [--] engagements


"@Crussian17 @Crussian17 - I shared your views then on $HPE but am expecting a pullback on this one - I just cut but am looking for re entry. Curious your perspectives going fwd. Thanks"  
[X Link](https://x.com/beTochMam/status/1970935065569001890)  2025-09-24T19:35Z [---] followers, [--] engagements


"@rubicon59 Was saying its a no brainer 30% ago. Shame on me for not tripling down there"  
[X Link](https://x.com/beTochMam/status/1970989650690048310)  2025-09-24T23:12Z [---] followers, [---] engagements


"@hedge_simply Anything else you are looking at rn"  
[X Link](https://x.com/beTochMam/status/1935733534330954174)  2025-06-19T16:16Z [---] followers, [--] engagements


"@Crussian17 @P_Remarks @Crussian17 - hope all is well. Given you like this name - thoughts on $ZIP Similar obviously not specialized though. Is this one bottoming out"  
[X Link](https://x.com/beTochMam/status/1969779890699301012)  2025-09-21T15:04Z [---] followers, [---] engagements


"@Crussian17 @Crussian17 thoughts on $ZIP"  
[X Link](https://x.com/beTochMam/status/1970139801098608950)  2025-09-22T14:55Z [---] followers, [---] engagements


"@danushman So - is this a long @danushman"  
[X Link](https://x.com/beTochMam/status/1980455993172717916)  2025-10-21T02:07Z [---] followers, [--] engagements


"@danushman So is this a long"  
[X Link](https://x.com/beTochMam/status/1980456189491356144)  2025-10-21T02:08Z [---] followers, [--] engagements


"@danushman Yes I do my own work - I just am curious your views. Whats the catalyst up"  
[X Link](https://x.com/beTochMam/status/1980458396261417049)  2025-10-21T02:17Z [---] followers, [--] engagements


"@danushman Need agentic ai narrative to take hold"  
[X Link](https://x.com/beTochMam/status/1980458581276443001)  2025-10-21T02:18Z [---] followers, [--] engagements


"@BourbonCap @BourbonCap I agree $PATH has a real business and can be a leader in agentic AI application. Stock trades at a few turns of ARR and reasonable valuation. Not like a growth stock. The market gives it no love. So I dont know why it cant have a sustained rally and it scares me"  
[X Link](https://x.com/beTochMam/status/1987159763726020999)  2025-11-08T14:06Z [---] followers, [----] engagements


"@pekwat @pekwat thoughts on $PATH $SNAP and $FI at these levels Not sure if you follow"  
[X Link](https://x.com/beTochMam/status/1987161076648026445)  2025-11-08T14:11Z [---] followers, [---] engagements


"@dirtygreenpaper Im long $JD and $BABA. Stil dont understand how these suckers havent taken off. MS note this morning somewhat concerning on $JD"  
[X Link](https://x.com/beTochMam/status/1988234618550497660)  2025-11-11T13:17Z [---] followers, [---] engagements


"@ericjackson Idk why youre not talking about $PATH and $SNAP"  
[X Link](https://x.com/beTochMam/status/1988246212789633103)  2025-11-11T14:03Z [---] followers, [---] engagements


"@GraingerRule1 @DAVYinvests Why End markets Financial engineering imo"  
[X Link](https://x.com/beTochMam/status/1988246943596675341)  2025-11-11T14:06Z [---] followers, [--] engagements


"@realroseceline I am quite long here. Love TPV growth. Hate pace of take rate contraction. Thought they guided street to deterioration of take rate. But I guess not enough Disappointed by mkt reaction here"  
[X Link](https://x.com/beTochMam/status/1988936009577558092)  2025-11-13T11:44Z [---] followers, [--] engagements


"@vasilist @vasilist really thoughtful thank you"  
[X Link](https://x.com/beTochMam/status/1990033850085372259)  2025-11-16T12:26Z [---] followers, [---] engagements


"@alf_capital @alf_capital can you explain to me exactly what everyone is talking about with this name I am confused - why does a redemption of debt matter so much"  
[X Link](https://x.com/beTochMam/status/2009017174862803083)  2026-01-07T21:39Z [---] followers, [---] engagements


"@WisemanCap What do you think - if anything - changes the narrative around $GTLB"  
[X Link](https://x.com/beTochMam/status/2009751031123419315)  2026-01-09T22:15Z [---] followers, [---] engagements


"@Crussian17 $Gtlb price action really nuts - but it is clear to me that no one understands the business or views it as likely to be disrupted which I dont believe OKTA gave it all back somehow"  
[X Link](https://x.com/beTochMam/status/2011510685944176985)  2026-01-14T18:48Z [---] followers, [---] engagements


"@P_Remarks @P_Remarks $GTLB"  
[X Link](https://x.com/beTochMam/status/2011945897760858342)  2026-01-15T23:37Z [---] followers, [---] engagements


"@MetacriticCap @MetacriticCap $GTLB is a no brainer long here. You shall see. Some software justifiably re rating but GTLB not so"  
[X Link](https://x.com/beTochMam/status/2012000499101507968)  2026-01-16T03:14Z [---] followers, [---] engagements


"@P_Remarks $GTLB I like this one much more"  
[X Link](https://x.com/beTochMam/status/2012306855142346790)  2026-01-16T23:31Z [---] followers, [---] engagements


"@Crussian17 $GTLB - thoughts"  
[X Link](https://x.com/beTochMam/status/2012327846203543778)  2026-01-17T00:55Z [---] followers, [---] engagements


"@JaredSleeper @Crussian17 Thoughts on $GTLB"  
[X Link](https://x.com/beTochMam/status/2013418159936622768)  2026-01-20T01:07Z [---] followers, [---] engagements


"@midwit_capital So is this bullish from your perspective for $GTLB"  
[X Link](https://x.com/beTochMam/status/2013629359102275952)  2026-01-20T15:07Z [---] followers, [---] engagements


"@stockgutter What the F is going on with this name. I own size and Ill keep buying. The market treating it like it is dead"  
[X Link](https://x.com/beTochMam/status/2013698640661877166)  2026-01-20T19:42Z [---] followers, [--] engagements


"@WisemanCap $GTLB Where is the optimism on this name. I see none"  
[X Link](https://x.com/beTochMam/status/2014155267655548952)  2026-01-22T01:56Z [---] followers, [---] engagements


"@inflectionecon Clear as daylight this is an AI winner in the software AI selloff landscape. Mgmt telling you and it is sensible"  
[X Link](https://x.com/beTochMam/status/2014725853867844080)  2026-01-23T15:44Z [---] followers, [---] engagements


"@Crussian17 Its about time. This countrys lobby has been pushing these vaccines to the detriment of the population. Some vaccines sensible but most not per the research. Somehow we have gotten to the point of prioritizing citizens health thank Gd"  
[X Link](https://x.com/beTochMam/status/2015527950934802611)  2026-01-25T20:51Z [---] followers, [--] engagements


"@SFarringtonBKC Thoughts on $ZIP I dont understand the price action whatsoever"  
[X Link](https://x.com/beTochMam/status/2013698820492730602)  2026-01-20T19:43Z [---] followers, [--] engagements


"@junkbondinvest I think the equity is way offsides I am not interested in the bonds $ZIP. The business is worth at least 3x what valuation implying here - have been buying since the low 4s stepping up in size here. Crazy price action"  
[X Link](https://x.com/beTochMam/status/2013700220643684553)  2026-01-20T19:48Z [---] followers, [--] engagements


"@realroseceline $DLO on the other hand - think it is about to run. $20-25 near term targets. All of the negativity from shareholders dumping to take rate degradation all out there. Idk what could not be priced into the downside unless I am completely misunderstanding TPV trajectory"  
[X Link](https://x.com/beTochMam/status/2015205172289421733)  2026-01-24T23:28Z [---] followers, [---] engagements


"@inflectionecon $GTLB is such a long its insane - heavy discount. See you at $80-100 by Dec 26"  
[X Link](https://x.com/beTochMam/status/2015459070027706769)  2026-01-25T16:17Z [---] followers, [----] engagements


"@billybuysstocks In full support - $GTLB is a no brainer double at these levels"  
[X Link](https://x.com/beTochMam/status/2015527606221742426)  2026-01-25T20:50Z [---] followers, [---] engagements


"@meetblossomapp $SEZL is mispriced relative to comps. It is an easy 2-3x so long as consumer credit doesnt become so strained that defaults strain the business model"  
[X Link](https://x.com/beTochMam/status/2015595757735223385)  2026-01-26T01:20Z [---] followers, [---] engagements


"@chat_SBC @thespencerwalsh $ASAN is one of the most obsolete garbage Ive ever seen. Like its a tool to connect your outlook and other apps. lol. What a joke"  
[X Link](https://x.com/beTochMam/status/2018790889280459003)  2026-02-03T20:57Z [---] followers, [---] engagements


"@Nietschecapital @Nietschecapital while i agree $APP is a better business w/ more growth $TTD is a better value given valuation re rating"  
[X Link](https://x.com/beTochMam/status/2018862318701154581)  2026-02-04T01:41Z [---] followers, [---] engagements


"@realroseceline yes @realroseceline Evan Spiegel is a disaster thief. I agree with your view. this is not a low quality business. it is a terribly managed business with 1bn MAUs without a plan to monetize. SBC is a disaster. his little piggy bank. should be ashamed"  
[X Link](https://x.com/beTochMam/status/2018862866368233932)  2026-02-04T01:43Z [---] followers, [----] engagements


"@mathlonning You shall see. Look at $TTD. Materially different business - from a growth profile perspective but $APP cannot sustain the growth it has and it will get rocked something weird about the #s anyway"  
[X Link](https://x.com/beTochMam/status/2019183556082180443)  2026-02-04T22:57Z [---] followers, [---] engagements


"@rubicon59 Why"  
[X Link](https://x.com/beTochMam/status/2019925235630276776)  2026-02-07T00:04Z [---] followers, [---] engagements


"@CasinoCapital Look at ZIPRECRUITER. Its an absolute disaster. Im really long and I want more down here"  
[X Link](https://x.com/beTochMam/status/2019925697167520130)  2026-02-07T00:06Z [---] followers, [---] engagements


"@coinviction @TechEquityEng @InsanityRules @rubicon59 Im not sayin that $SNAP is an absolute stellar business. I am saying it is a good business that is being mismanaged by dishonest thieves. That is all. The stock will see $20+ again. Unfortunately loser Spiegel holds all of the voting power or an activist would have cut him"  
[X Link](https://x.com/beTochMam/status/2019999059323609555)  2026-02-07T04:58Z [---] followers, [---] engagements


"@AggieCapitalist @AggieCapitalist is this really a comp to $BILL though. $BILL is a high quality business. I am not as familiar with $FLYW but doesnt appear to have the same quality of earnings growth etc"  
[X Link](https://x.com/beTochMam/status/2020000402511651072)  2026-02-07T05:03Z [---] followers, [--] engagements


"@ScroogeCap The stock trades at freaking 6x FCF. Give me a break - its dirt cheap with a lot of white space. Fair value something like $35-40. I think well see it after this report. There is some strategic possibility - it makes a ton of sense for DASH AMZN GOOGL but not counting on it"  
[X Link](https://x.com/beTochMam/status/2020135662410698945)  2026-02-07T14:00Z [---] followers, [--] engagements


"@BK8374021732854 Youre going to get your face ripped off shorting this. See you at $80-100"  
[X Link](https://x.com/beTochMam/status/2020140904133108089)  2026-02-07T14:21Z [---] followers, [---] engagements


"@BK8374021732854 Once the market realizes this is in fact the case and the whole premise for the re rating was actually completely wrong and this company will in fact experience more growth and more earnings quality from AI the re rating up will be fast and furious. You do not have rationale Exec responses to the question: "Will AI kill your SaaS business" $CRM $GTLB $CFLT https://t.co/VuZ7c6zWUa Exec responses to the question: "Will AI kill your SaaS business" $CRM $GTLB $CFLT https://t.co/VuZ7c6zWUa"  
[X Link](https://x.com/beTochMam/status/2020266024587919361)  2026-02-07T22:38Z [---] followers, [--] engagements


"@BK8374021732854 Because it is growing rapidly and the market views this as impaired by AI but in fact AI is a tailwind that will accelerate earnings growth. Am I not being clear young chap"  
[X Link](https://x.com/beTochMam/status/2020356583016878491)  2026-02-08T04:38Z [---] followers, [--] engagements


"@rubicon59 If you like this at this valuation you should LOVE $SNAP at this valuation"  
[X Link](https://x.com/beTochMam/status/2019916203087520010)  2026-02-06T23:28Z [---] followers, [----] engagements


"@realroseceline $LYFT is a less scaled player with more white space and more growth trading for less than 5x cash flow. It is stupid cheap"  
[X Link](https://x.com/beTochMam/status/2022384813186126066)  2026-02-13T18:58Z [---] followers, [---] engagements


"@MontanaMatos I think so too but the market doesnt agree"  
[X Link](https://x.com/beTochMam/status/2022664563842318488)  2026-02-14T13:29Z [---] followers, [---] engagements


"@HudsonLabs $GTLB this is the right question and the right answer @rubicon59 @Crussian17 @akramsrazor @P_Remarks see you at $80-100 by Dec 2026"  
[X Link](https://x.com/beTochMam/status/2020141467264528771)  2026-02-07T14:23Z [---] followers, [---] engagements


"@seekingvalue2 @Crussian17 What do you think of $GTLB"  
[X Link](https://x.com/beTochMam/status/2022116136301764870)  2026-02-13T01:10Z [---] followers, [---] engagements


"@AlexTeha @MichaelDell @AlexTeha I am absolutely balls long $GTLB. I think it is dislocated irrationally. It is a beneficiary of AI and market should be re rating it upwards not downwards on this SaaS apolocypse"  
[X Link](https://x.com/beTochMam/status/2023206930953474217)  2026-02-16T01:24Z [---] followers, [---] engagements


"@nanalyzetweets Im quite long $GTLB. I dont think any strategic buyers will come near it right now. All of the most sensible suitors have taken a dive. Financing this is going to be challenged in equity or credit markets. However - I do believe this business is VERY mispriced on fundamentals"  
[X Link](https://x.com/beTochMam/status/2023208562387026117)  2026-02-16T01:31Z [---] followers, [---] engagements

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