# ![@cesarsroy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::556265068.png) @cesarsroy Cesar Sroy

Cesar Sroy posts on X about ai, if you, $odd, breakout the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::556265068/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556265068/c:line/m:interactions.svg)

- [--] Week [-----] +78%
- [--] Month [------] +17%

### Mentions: [--] [#](/creator/twitter::556265068/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556265068/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [---] +52%

### Followers: [---] [#](/creator/twitter::556265068/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556265068/c:line/m:followers.svg)

- [--] Week [---] +6.50%
- [--] Month [---] +34%

### CreatorRank: [---------] [#](/creator/twitter::556265068/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::556265068/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41% [finance](/list/finance)  34% [cryptocurrencies](/list/cryptocurrencies)  11% [technology brands](/list/technology-brands)  4% [exchanges](/list/exchanges)  2% [countries](/list/countries)  2% [social networks](/list/social-networks)  1% [financial services](/list/financial-services)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[ai](/topic/ai) 7%, [if you](/topic/if-you) 5%, [$odd](/topic/$odd) #19, [breakout](/topic/breakout) 5%, [business](/topic/business) 4%, [stocks](/topic/stocks) 4%, [bullish](/topic/bullish) 4%, [$cvna](/topic/$cvna) 3%, [in the](/topic/in-the) 3%, [$enph](/topic/$enph) 3%

**Top accounts mentioned or mentioned by**
[@mattscottcap](/creator/undefined) [@sunvmikey](/creator/undefined) [@eunicornhunter](/creator/undefined) [@lensveltma46690](/creator/undefined) [@wearycenturion](/creator/undefined) [@zeecontrarian1](/creator/undefined) [@adamtaggart](/creator/undefined) [@audittheherd](/creator/undefined) [@samgatlin](/creator/undefined) [@robstonks1](/creator/undefined) [@harshprints](/creator/undefined) [@commonsenseplay](/creator/undefined) [@grok](/creator/undefined) [@kacperpkch](/creator/undefined) [@optionsmaster69](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@420elonmusk6967](/creator/undefined) [@gandersontrades](/creator/undefined) [@moninvestor](/creator/undefined) [@intocryptoverse](/creator/undefined)

**Top assets mentioned**
[ODDITY Tech Ltd (ODD)](/topic/$odd) [Carvana Co. (CVNA)](/topic/$cvna) [Enphase Energy Inc (ENPH)](/topic/$enph) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [MobileCoin (MOB)](/topic/$mob) [Tempus AI, Inc. (TEM)](/topic/$tem) [Mosaic Co (MOS)](/topic/$mos) [CF Industries Holdings, Inc. (CF)](/topic/$cf) [Purr (PURR)](/topic/$purr) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [PolkaBridge (PBR)](/topic/$pbr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [The Root Network (ROOT)](/topic/$root) [Iris Energy Limited (IREN)](/topic/$iren) [Costamare Bulkers Holdings Limited (CMDB)](/topic/$cmdb) [AppLovin Corporation (APP)](/topic/$app) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Zscaler Inc (ZS)](/topic/$zs) [Cloudflare, Inc. (NET)](/topic/$net) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Lennar Corporation (LEN)](/topic/$len) [Ares Management, Corp. (ARES)](/topic/$ares) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Sea Limited (SE)](/topic/$se) [VALE S.A. (VALE)](/topic/$vale)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Can anyone explain to me the fundamental reasons behind the extraordinary success of $LMND while $ROOT price languishes Just a few pointers for me to explore. ROOT is already profitable"  
[X Link](https://x.com/cesarsroy/status/2016078128364585416)  2026-01-27T09:17Z [---] followers, [----] engagements


"Wow $CVNA The implied volatility in the options market went up [--] points too aprox (depending on the expiry). Thats not insignificant Not possible to short $CVNA at IBKR right now. There are not buyers. https://t.co/wERSl5lPnc Not possible to short $CVNA at IBKR right now. There are not buyers. https://t.co/wERSl5lPnc"  
[X Link](https://x.com/cesarsroy/status/2016731817655910853)  2026-01-29T04:35Z [---] followers, [---] engagements


"@HarshPrints Id love a headline reading: the FBI has raided Carvana headquarters as part of a securities fraud investigation haha - wolf of wall street style"  
[X Link](https://x.com/cesarsroy/status/2016737850407211062)  2026-01-29T04:59Z [---] followers, [---] engagements


"$TEM anyone bought this dip"  
[X Link](https://x.com/cesarsroy/status/2017399782944477293)  2026-01-31T00:49Z [---] followers, [----] engagements


"@weary_centurion 100% with you. Look the thing is that some people are monetizing their content so they promote what they do and how they invest. Id prefer if those used another platform for their audiences And also everyone is wrong at some point. Theyll find out"  
[X Link](https://x.com/cesarsroy/status/2019196140181418154)  2026-02-04T23:47Z [---] followers, [--] engagements


"@commonsenseplay @kevinxu I think that in general going all in a high beta stock without stable earnings is a fucking bad idea. This being said i had Iren (i sold [--] day before - pure luck) because the potential prospects with dat centers is good. I could be a buyer at [--] or so. But nevr more than 7%"  
[X Link](https://x.com/cesarsroy/status/2019313560330088503)  2026-02-05T07:34Z [---] followers, [---] engagements


"@ZeeContrarian1 well given the recent price action maybe thats not bad. You avoided falling off a cliff. I took some risk off the table before but still. it stings when something falls 35%"  
[X Link](https://x.com/cesarsroy/status/2019605964107002201)  2026-02-06T02:55Z [---] followers, [---] engagements


"$ENPH - I made good money this week while everything was crashing. Thanks to @EUnicornHunter who put it in my radar and encouraged me to do some due diligence. ENPHASE EARNINGS: THE SUN IS BREAKING THROUGH 1/ The Numbers: EPS $0.71 (Beat) and Revenue $343M (Beat) 2/ The Guidance: Q1 Revenue guided at $270M-$300M. Its the "low point" but its higher than analysts feared. 3/ The US Pivot: US sell-through is up 21%. The ENPHASE EARNINGS: THE SUN IS BREAKING THROUGH 1/ The Numbers: EPS $0.71 (Beat) and Revenue $343M (Beat) 2/ The Guidance: Q1 Revenue guided at $270M-$300M. Its the "low point" but"  
[X Link](https://x.com/cesarsroy/status/2019899351246479539)  2026-02-06T22:21Z [---] followers, [--] engagements


"@EUnicornHunter @grok analyze RELX business model and estimate the probability that AI tools like Claude could seriously damage their business. In other words is their data and software business entrenched enough and very hard to disrupt"  
[X Link](https://x.com/cesarsroy/status/2019900300308673012)  2026-02-06T22:25Z [---] followers, [--] engagements


"$HIMS will this hit @mikealfred [--] dollar price target for an entry Looks like its on its way"  
[X Link](https://x.com/cesarsroy/status/2019948360153891091)  2026-02-07T01:36Z [---] followers, [---] engagements


"@mattscottcap I dont know man. Most people I hang out are aware that AI is going to fuck up our jobs eventually. Do you see so much ignorance I mean they must use ai tools already no"  
[X Link](https://x.com/cesarsroy/status/2020267063458312451)  2026-02-07T22:42Z [---] followers, [--] engagements


"@ZeeContrarian1 Speaking of $iren do u still hold the put combos +50 - 3x40"  
[X Link](https://x.com/cesarsroy/status/2020331059855126756)  2026-02-08T02:57Z [---] followers, [---] engagements


"@StockMktTV The key is yet - the regional banks were also close to ath in Oct before the debacle of Tricolor and when Jamie Dimon came out and scared the f out of everybody i wouldnt be as comlacent in banks"  
[X Link](https://x.com/cesarsroy/status/2020411235863564535)  2026-02-08T08:15Z [---] followers, [--] engagements


"@AuditTheHerd Do you expect a disappointed Q4 [----] report on the FCF metrics Or is this mostly estimated by sellside analysts too"  
[X Link](https://x.com/cesarsroy/status/2020617896238759955)  2026-02-08T21:57Z [---] followers, [--] engagements


"@optionsmaster69 well before [--] it needs to cross below [--]. I havent seen the report but missing revenue estimates for Q1 [----] by 3% while the full year [----] guidance is in line.doesnt warrant 23% decline"  
[X Link](https://x.com/cesarsroy/status/2020976374182449328)  2026-02-09T21:41Z [---] followers, [--] engagements


"@adamtaggart @chsm1th @vaneck_us Haha i like the Daughter #1 - surely shell appreciate the post"  
[X Link](https://x.com/cesarsroy/status/2021554670175703151)  2026-02-11T11:59Z [---] followers, [--] engagements


"I went long $CMDB two days ago before reading this. Im considering to add more. Speculative bet on a cyclical market but with a P/B of [---] and EV/sales below [--] I think the discount warrants the risk. Also TA looks like cup and handle $CMDB Great analysis that perfectly describes CMDB's present state. So if you want to update your CMDB knowledge or learn about CMDB from the ground up this is required reading. https://t.co/zJiYS5OF9i $CMDB Great analysis that perfectly describes CMDB's present state. So if you want to update your CMDB knowledge or learn about CMDB from the ground up this is"  
[X Link](https://x.com/cesarsroy/status/2012333752832151683)  2026-01-17T01:18Z [---] followers, [--] engagements


"@SunvMikey Whats ur avg price for now I was considering doubling down but maybe we get really screwed if $APP earnings reaction is to be repeated with Zeta"  
[X Link](https://x.com/cesarsroy/status/2022233596778643528)  2026-02-13T08:57Z [---] followers, [--] engagements


"I would say this is good for potash companies. Soybean farmers need potash for maximum crop yields. @sam_gatlin - any thoughts on $MOS $NTR"  
[X Link](https://x.com/cesarsroy/status/2022417208358637599)  2026-02-13T21:06Z [---] followers, [----] engagements


"Lets see where $ARKK is in [--] months. @sam_gatlin are u shorting this Speculative tech stocks are guilty until proven innocent 🐻 https://t.co/33I4437uHQ Speculative tech stocks are guilty until proven innocent 🐻 https://t.co/33I4437uHQ"  
[X Link](https://x.com/cesarsroy/status/2022436644633419887)  2026-02-13T22:24Z [---] followers, [---] engagements


"@sam_gatlin Any favorites The cup formation in $NTR looks good although the fundamentals of the company are worse than $MOS or $CF"  
[X Link](https://x.com/cesarsroy/status/2022473249133928450)  2026-02-14T00:49Z [---] followers, [--] engagements


"Interesting take in $ODD vs $HIMS. I would add that profitability and free cash flow metrics seem better on a trailing basis for ODD [--] ways in which $ODD is a better stock than $HIMS (I own both). 1) $HIMS products are inherently more commoditized. Although $HIMS does some personalization to try to mitigate this beauty products are inherently far more personal as they have to match a person's unique [--] ways in which $ODD is a better stock than $HIMS (I own both). 1) $HIMS products are inherently more commoditized. Although $HIMS does some personalization to try to mitigate this beauty"  
[X Link](https://x.com/cesarsroy/status/2016668105909686460)  2026-01-29T00:21Z [---] followers, [---] engagements


"@weary_centurion Man ive been there. I appreciate your take on it. You seem to be a thoughtful and nice guy and I hate to hear about this. Lessons are learned the hard way some times. Wish u a speedy recovery of the amount loss: lets go $ODD"  
[X Link](https://x.com/cesarsroy/status/2018837962302312651)  2026-02-04T00:04Z [---] followers, [---] engagements


"@AuditTheHerd thoughts on $ODD I see some similarities with PYPL in terms of valuation and price action"  
[X Link](https://x.com/cesarsroy/status/2019028293710934342)  2026-02-04T12:40Z [---] followers, [---] engagements


"$CRWD - i had a similar thought. Cyber security will be more needed than ever. Anyone buying this dip Selling off cybersecurity and edge because of AI is crazy. Those applications will only become more critical. This is going to be remembered as one of the most egregious AI casualty mispricings when we look back a year or two from now. $CRWD $NET $ZS $RBRK etc. will all benefit Selling off cybersecurity and edge because of AI is crazy. Those applications will only become more critical. This is going to be remembered as one of the most egregious AI casualty mispricings when we look back a year"  
[X Link](https://x.com/cesarsroy/status/2020273622599024709)  2026-02-07T23:09Z [---] followers, [---] engagements


"@weary_centurion Im in this stock as well. Now i was wondering whether it makes sense to buy this dip and i didnt because the downtrend is clear as it is with PYPL. You have suffered the latter; can I humbly ask what makes you think $ODD is not going to fizzle out like paypal"  
[X Link](https://x.com/cesarsroy/status/2020333377749151789)  2026-02-08T03:06Z [---] followers, [--] engagements


"@mattscottcap Nice whats short-term for xsp march april"  
[X Link](https://x.com/cesarsroy/status/2020956542154236119)  2026-02-09T20:22Z [---] followers, [--] engagements


"@mattscottcap Lets see maybe the job reports tanks the market. Out of curiosity why did u choose XSP vs SPY I feel SPY option chain is more liquid (bid ask spreads)"  
[X Link](https://x.com/cesarsroy/status/2021182646601089498)  2026-02-10T11:21Z [---] followers, [--] engagements


"Interesting stats between Hyperliquid and Coinbase HYPE is significantly undervalued right now and is disrupting the entire system the disruption is reflection in its uncorrelated nature This is why my largest position is $PURR (HYPE treasury company see my pinned tweet) because it will front run the HYPE ETF When investors HYPE is significantly undervalued right now and is disrupting the entire system the disruption is reflection in its uncorrelated nature This is why my largest position is $PURR (HYPE treasury company see my pinned tweet) because it will front run the HYPE ETF When investors"  
[X Link](https://x.com/cesarsroy/status/2021345801021362643)  2026-02-10T22:09Z [---] followers, [--] engagements


"@ZeeContrarian1 $CLBT right"  
[X Link](https://x.com/cesarsroy/status/2021468409603764557)  2026-02-11T06:16Z [---] followers, [----] engagements


"$CLBT has been trashed with all SaaS. Rebounded hard over last 3d. customers are law enforcement agencies that wont vive code their own thing and they are guiding for continuing growth in [----]. Earnings today. One good to watch"  
[X Link](https://x.com/cesarsroy/status/2021515956951171502)  2026-02-11T09:25Z [---] followers, [---] engagements


"@ZeeContrarian1 It reports in 2h i think this thing will explode. Crap liquidity is so bad in the pre market"  
[X Link](https://x.com/cesarsroy/status/2021551246214316237)  2026-02-11T11:45Z [---] followers, [--] engagements


"@jakebrowatzke I want to believe it will trade at [--] but I am starting to think it will not be for the forseeable future. Im holding until earnings but the narrative wont change. Each AI model will be better and investors dont want the risk that one could replace orchestration systems"  
[X Link](https://x.com/cesarsroy/status/2021844619047448590)  2026-02-12T07:11Z [---] followers, [--] engagements


"@sam_gatlin I cant find it now but I think you had a chart on $ARKG that made me think you were bullish the genomics erk etf. Are u long/short pair trading these two :)"  
[X Link](https://x.com/cesarsroy/status/2022473787460255891)  2026-02-14T00:51Z [---] followers, [--] engagements


"$BLDR $LEN $XHD Home builders. Do I buy here They are telling me housing is going to meltup thanks to POTUS. @mattscottcap thoughts"  
[X Link](https://x.com/cesarsroy/status/2012259806652866621)  2026-01-16T20:24Z [---] followers, [----] engagements


"This is an interesting one $ARES Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private"  
[X Link](https://x.com/cesarsroy/status/2018112484805366201)  2026-02-02T00:01Z [---] followers, [---] engagements


"@mattscottcap aah i see you still have FVRR - I jumped ship at [----] lol. Put it in UPWK"  
[X Link](https://x.com/cesarsroy/status/2019898240662139274)  2026-02-06T22:17Z [---] followers, [--] engagements


"@mattscottcap @grok explain to me the differences in the business models and operating metrics between $UPWK and $FVRR. I need to understand why FVRR price is so beaten down"  
[X Link](https://x.com/cesarsroy/status/2020100144495013888)  2026-02-07T11:39Z [---] followers, [---] engagements


"$UPWK - anyone buying this dip"  
[X Link](https://x.com/cesarsroy/status/2020971129394037056)  2026-02-09T21:20Z [---] followers, [---] engagements


"@WheelieInvestor Both are great opportunities. To get your investment to zero. lol. Jokes aside i think btc wont get to zero while HIMS will"  
[X Link](https://x.com/cesarsroy/status/2021905892267241483)  2026-02-12T11:15Z [---] followers, [--] engagements


"@mattscottcap This is just part of the AI disruption trade"  
[X Link](https://x.com/cesarsroy/status/2021963725662761347)  2026-02-12T15:04Z [---] followers, [--] engagements


"@SunvMikey I sold at [--] with a small loss. Ill buy if it goes to [--] with the next market panic. But yeah Paul Mann is just blowing investors off"  
[X Link](https://x.com/cesarsroy/status/2022160694221975800)  2026-02-13T04:07Z [---] followers, [--] engagements


"@AuditTheHerd Im from today a proudly bag holder of $ODD"  
[X Link](https://x.com/cesarsroy/status/2022140889360150851)  2026-02-13T02:48Z [---] followers, [--] engagements


"$PANW - Another software stock sold off to oblivion. It caught my eye the amount of volume there was yesterday with a relatively muted price action. Is this the bottom for cyber security names"  
[X Link](https://x.com/cesarsroy/status/2021896799481626893)  2026-02-12T10:38Z [---] followers, [--] engagements


"@EricBalchunas @Polymarket Hey do they do the same with commodity futures Id be keen to put some wagers on lean hogs lol"  
[X Link](https://x.com/cesarsroy/status/2022620742798709121)  2026-02-14T10:35Z [---] followers, [---] engagements


"@420elonmusk6967 I need to deep dive into $SE - what do you recommend"  
[X Link](https://x.com/cesarsroy/status/2014458491977793620)  2026-01-22T22:01Z [---] followers, [--] engagements


"@EricBla62316405 My apologies. $VALE is one top performer of EWZ indeed. I beat myself for not buyingit when i thought about it lol"  
[X Link](https://x.com/cesarsroy/status/2014527705967165942)  2026-01-23T02:36Z [---] followers, [--] engagements


"@WiseBeaverInv I did the same. Only loaded on PBR and NU. I should have picked the others too"  
[X Link](https://x.com/cesarsroy/status/2014541010580443326)  2026-01-23T03:29Z [---] followers, [--] engagements


"@SunvMikey Funny i sold half my GLD and GDX today after massive gains. Lets see maybe they double from here and Im dumb for doing some risk management"  
[X Link](https://x.com/cesarsroy/status/2014784401708839004)  2026-01-23T19:36Z [---] followers, [--] engagements


"@GAndersonTrades Disclaimer. I halved my position this week. Doing some risk management. I was on 130% gains"  
[X Link](https://x.com/cesarsroy/status/2014796104009974206)  2026-01-23T20:23Z [---] followers, [--] engagements


"@adamtaggart I took some profits today on gold and silver. Statistically every time i do this the asset I sell keeps going up in price Maybe this is the ultimate bullish signal"  
[X Link](https://x.com/cesarsroy/status/2014820409301205407)  2026-01-23T21:59Z [---] followers, [--] engagements


"@adamtaggart @silver207141 Im with you sir Maybe it keeps going up maybe it corrects. Fundamentals be damned. There is something called phsycology and when someone has a massive profit and gets near numbers like [----] or 100; there is an instinct to sell which may (or not) cause a short term pullback"  
[X Link](https://x.com/cesarsroy/status/2014821466618098099)  2026-01-23T22:04Z [---] followers, [--] engagements


"@A2thaR2thaZ @adamtaggart Youre probably right. But hey the massive run up on miners comes from expected margin expansion. Lets see what happens if oil rockets up to 70/80 and their energy costs increase"  
[X Link](https://x.com/cesarsroy/status/2014821971117346840)  2026-01-23T22:06Z [---] followers, [--] engagements


"@RandallKoh93i7 @BobLoukas I am indeed conservative. Id rather miss out than lose out"  
[X Link](https://x.com/cesarsroy/status/2014886253922234395)  2026-01-24T02:21Z [---] followers, [--] engagements


"@weary_centurion I have a good amount in my retirement scheme in GBP from my days working in the UK. The returns are dismal. Please get some politicians that fix the economic mess you guys are in. It would be nice to see the pound add some positive return ffs"  
[X Link](https://x.com/cesarsroy/status/2014891968414077134)  2026-01-24T02:44Z [---] followers, [--] engagements


"@EUnicornHunter @Ashton_1nvests I thought about it too. Maybe its the time for software rebound"  
[X Link](https://x.com/cesarsroy/status/2014897564882239886)  2026-01-24T03:06Z [---] followers, [--] engagements


"@EUnicornHunter Thanks for the analysis. Why was the fundamental reason for this stock to tank in your view"  
[X Link](https://x.com/cesarsroy/status/2014915210637898107)  2026-01-24T04:16Z [---] followers, [--] engagements


"@ZeeContrarian1 Interesting. I thought you had gone with the outright oil future contract rather than options. In any case lets see what happens If oil went to 80-90 which stocks will be hit harder you think"  
[X Link](https://x.com/cesarsroy/status/2014922788184981683)  2026-01-24T04:46Z [---] followers, [----] engagements


"@mattscottcap If the oil market goes up thanks to an Iran conflagration of sorts the inflation in japan will also go to the moon. And that yield will follow"  
[X Link](https://x.com/cesarsroy/status/2014923136761053392)  2026-01-24T04:48Z [---] followers, [--] engagements


"@mattscottcap Carvana to [---] in [----]. Lets goooo lol"  
[X Link](https://x.com/cesarsroy/status/2015631235809501687)  2026-01-26T03:41Z [---] followers, [--] engagements


"Bullish HYPE and $PURR this is the largest development in crypto since [----] this is the largest development in crypto since 2020"  
[X Link](https://x.com/cesarsroy/status/2015888285600731591)  2026-01-26T20:43Z [---] followers, [---] engagements


"@moninvestor Wise words on FOMO sir - In my experience its better to just set a limit order close to a support line and let volatility be your friend and get a fill at a lower price. $UAMY got whacked today"  
[X Link](https://x.com/cesarsroy/status/2015894775938089317)  2026-01-26T21:09Z [---] followers, [----] engagements


"@mattscottcap You dont get it Its the debasement trade. The dollar will disappear your stocks will be worthless the world is ending Only buy shiny rocks . thats the narrative :) By the way miners falling today while silver runs.not good omen"  
[X Link](https://x.com/cesarsroy/status/2015895362456994254)  2026-01-26T21:11Z [---] followers, [--] engagements


"@Kacper_PK_CH Looks beautiful- where is that"  
[X Link](https://x.com/cesarsroy/status/2016053788407431327)  2026-01-27T07:40Z [---] followers, [--] engagements


"$CVNA short thesis partly relies on the fact that 90% of the net income comes from selling their auto loans to third parties. I did some digging today and I couldnt make sense of the numbers. Please if you understand them educate me. Detail on comments"  
[X Link](https://x.com/cesarsroy/status/2001882719610105937)  2025-12-19T05:10Z [---] followers, [---] engagements


"@StonkChris And your good old energy companies and fertilizers $XOM $NTR"  
[X Link](https://x.com/cesarsroy/status/2011557911571677468)  2026-01-14T21:55Z [---] followers, [--] engagements


"@EUnicornHunter @DVSignals I have both. I liked NTR breakout this past week some times fundamentals are put in the backburner haha But I have way more exposure to CF. I might rotate from NTR to MOS"  
[X Link](https://x.com/cesarsroy/status/2012449540738273706)  2026-01-17T08:58Z [---] followers, [--] engagements


"$HIMS - Interesting trade happened yesterday. Someone paid 2% over open price for 1M shares. Thats $30.7M transaction. I guess some institution thought this was a good price to buy in"  
[X Link](https://x.com/cesarsroy/status/2013948246201163972)  2026-01-21T12:14Z [---] followers, [----] engagements


"$EWZ $PBR $NU - This is going higher. Brazilian stocks are currently breaking out from a historical resistance this month. Many investors still view these moves as isolated and unrelated to whats unfolding in hard assets. I disagree. Resource-rich emerging markets have historically been deeply tied to the https://t.co/8F3Qf52QFf Brazilian stocks are currently breaking out from a historical resistance this month. Many investors still view these moves as isolated and unrelated to whats unfolding in hard assets. I disagree. Resource-rich emerging markets have historically been deeply tied to the"  
[X Link](https://x.com/cesarsroy/status/2014457548158730539)  2026-01-22T21:58Z [---] followers, [----] engagements


"@SunvMikey Did you take profit today on $MOB and tank the stock lol"  
[X Link](https://x.com/cesarsroy/status/2014819310741618697)  2026-01-23T21:55Z [---] followers, [--] engagements


"@SunvMikey Whats the best risk reward for you now (I read most of your highlights)"  
[X Link](https://x.com/cesarsroy/status/2014989544719085993)  2026-01-24T09:11Z [---] followers, [--] engagements


"$ENPH - Im bullish energy broadly for [----]. ENPH looks prime for a start of an uptrend. Fundamentally the business has improved significantly and now they are expanding as well into storage. Q2 [----] is goal for migrating supply chains from China to other countries. The fundamentals of $ENPH make it a strong buy (see analysis below 👇) and now the technical breakout supports a [----] rally. Look for price to pull back to $36 where we have previous resistance (now support) and both the [--] day & [---] day EMA. If price holds this level expect a https://t.co/n3lk7fuVJq The fundamentals of $ENPH make"  
[X Link](https://x.com/cesarsroy/status/2015773996365824279)  2026-01-26T13:09Z [---] followers, [--] engagements


"@mattscottcap [---] is indeed outrageous. But i truly think that ONDS can bea sucessful business. If it were at [--] id def sell all haha"  
[X Link](https://x.com/cesarsroy/status/2016054087805239319)  2026-01-27T07:42Z [---] followers, [--] engagements


"@SunvMikey Funny. IBKR has put this one on a restricted trading because they deem the stock too risky for them to execute on i am mission out"  
[X Link](https://x.com/cesarsroy/status/2016478082446823868)  2026-01-28T11:46Z [---] followers, [--] engagements


"@mattscottcap In January de hidenburg report also highlighted this and CVNA fell for [--] sessions. Then to the moon"  
[X Link](https://x.com/cesarsroy/status/2016614523755761904)  2026-01-28T20:49Z [---] followers, [--] engagements


"@RobStonks1 When did u buy them they were probably down a lot haha"  
[X Link](https://x.com/cesarsroy/status/2016621256075071880)  2026-01-28T21:15Z [---] followers, [--] engagements


"@HarshPrints Any reason why you feel [---] is the price CVNA will re rate to There are demand zones at [---]. Dont forget that there have been willing buyers for this shitco all the way in 2025"  
[X Link](https://x.com/cesarsroy/status/2016732501902053550)  2026-01-29T04:37Z [---] followers, [---] engagements


"@RobStonks1 D u hold any"  
[X Link](https://x.com/cesarsroy/status/2016747427454390566)  2026-01-29T05:37Z [---] followers, [--] engagements


"@GAndersonTrades Well surprise Today the market decided to puke some tech lol. I think we still go up more before a serious rug pull"  
[X Link](https://x.com/cesarsroy/status/2016947225595932729)  2026-01-29T18:51Z [---] followers, [--] engagements


"Nice take away. Maybe the $CVNA bounce is short lived For those pointing to sell side analysts defending $CVNA against a short report note that this is par for the course. For example when the @muddywatersre short report on Sino-Forest was released one analyst fiercely defended the company and called the report a "pile of crap" https://t.co/Rc4oiNsS44 For those pointing to sell side analysts defending $CVNA against a short report note that this is par for the course. For example when the @muddywatersre short report on Sino-Forest was released one analyst fiercely defended the company and"  
[X Link](https://x.com/cesarsroy/status/2016953539080441898)  2026-01-29T19:16Z [---] followers, [---] engagements


"@commonsenseplay Yes not up. One would think a hawk at the fed would calm the bondmarket on the long end. But hey im not comparing these. TLT will never swing like those shitcos. Id just like it to really be negatively correlated with equities"  
[X Link](https://x.com/cesarsroy/status/2017468339996790995)  2026-01-31T05:21Z [---] followers, [--] engagements


"@SynthuLTrades @jakebrowatzke Between feb and March the price can go much lower lol. May the god of the market help us lol"  
[X Link](https://x.com/cesarsroy/status/2017468971877077029)  2026-01-31T05:24Z [---] followers, [--] engagements


"@adamtaggart Man bring Michael Oliver back to comment on this bloodbath. Silver to 300"  
[X Link](https://x.com/cesarsroy/status/2017469329579905067)  2026-01-31T05:25Z [---] followers, [---] engagements


"@Kacper_PK_CH The fact that some wealth managers have officially added gold in their generic 60/40 to be 60/20/20 like MS may actually help with a sharp gold rebound. Lets see"  
[X Link](https://x.com/cesarsroy/status/2017921401941086469)  2026-02-01T11:22Z [---] followers, [--] engagements


"$EMN has it bottomed already The latest earnings call was pretty bad and the outlook grim. Still with massive volume traded on the day the stock went up next. Maybe there arent any sellers left (for now)"  
[X Link](https://x.com/cesarsroy/status/1987271562060505455)  2025-11-08T21:30Z [---] followers, [--] engagements


"@moninvestor Excellent summary @moninvestor . When it comes to their MedMatch platform do you knoe how the impact of healthcare specific AI products like the ones developed by Tempus AI could compete or enhance The platform"  
[X Link](https://x.com/cesarsroy/status/2009828760493953268)  2026-01-10T03:24Z [---] followers, [---] engagements


"@commonsenseplay well done I see that you have some recent biotech trades. Is just $BHVN and $SRPT or u have any other high convictions"  
[X Link](https://x.com/cesarsroy/status/2011427660875088268)  2026-01-14T13:18Z [---] followers, [---] engagements


"@Kacper_PK_CH I think $EXE $RRC and the like will see a reversal soon"  
[X Link](https://x.com/cesarsroy/status/2013737585030332875)  2026-01-20T22:17Z [---] followers, [--] engagements


"@420elonmusk6967 I like energy and $PBR is breaking a multi year down trend. Pe ratio of like [--]. Ridiculous cheap"  
[X Link](https://x.com/cesarsroy/status/2016217043520127317)  2026-01-27T18:29Z [---] followers, [--] engagements


"@SunvMikey @intocryptoverse Tom lee is advising to get at [----]. Thats where he sees the bottom. But ofc he was saying 12k eth by end of jan haha"  
[X Link](https://x.com/cesarsroy/status/2017795047983612072)  2026-02-01T03:00Z [---] followers, [--] engagements


"@SunvMikey @intocryptoverse If you are keen to explore a potential crypto DTA that is uncorrelated to crypto check out PURR and hyperliquid. They make money from trading fees on a exchange that now trades tradfi assets. Massive potential (and risk)"  
[X Link](https://x.com/cesarsroy/status/2017795375105773820)  2026-02-01T03:01Z [---] followers, [--] engagements


"@RobStonks1 @NebbioloNerd Haha pls dont. There is always a time to move on before u have to file for chapter [--] lol"  
[X Link](https://x.com/cesarsroy/status/2018601571609915763)  2026-02-03T08:24Z [---] followers, [--] engagements


"@mattscottcap @weary_centurion I would add too that an important lesson can also be risk management. You both have a very concentrated portfolio and the truth is that concentration is amazing when things are good. If you get it wrong well we know what happens. But im rooting for both of u"  
[X Link](https://x.com/cesarsroy/status/2018839204516733150)  2026-02-04T00:09Z [---] followers, [--] engagements


"$ENPH - nice earnings reaction. Thanks to @EUnicornHunter their analysis last week that made me do a DD and start a position"  
[X Link](https://x.com/cesarsroy/status/2018852203906433086)  2026-02-04T01:00Z [---] followers, [--] engagements


"@SunvMikey yeah [--] month is an eternity lol - stock can be cut in half from here to there"  
[X Link](https://x.com/cesarsroy/status/2019297748294754689)  2026-02-05T06:31Z [---] followers, [--] engagements


"@mattscottcap Looking at the chart you would not believe it. I wonder whats the catalyst for anything going badly. Ally financial already said a while back they would diversify away from cvna due to their subprimes quality and here we are still"  
[X Link](https://x.com/cesarsroy/status/1997784045024133464)  2025-12-07T21:43Z [---] followers, [--] engagements


"I really like the price action of $CF Not a hot AI name but I expect a vertical climb in the next [--] months. So much for a fertilizer play The $90 wall is officially gone. 🚀 The Breakout: $CF just cleared major psychological resistance at $91.86. The "steady climb" is turning into a vertical squeeze. The Trap: 14.2M shares short (9.2% of float) are now underwater. With [---] days to cover the exit door is tiny The $90 wall is officially gone. 🚀 The Breakout: $CF just cleared major psychological resistance at $91.86. The "steady climb" is turning into a vertical squeeze. The Trap: 14.2M shares"  
[X Link](https://x.com/cesarsroy/status/2014315056281059797)  2026-01-22T12:31Z [---] followers, [--] engagements


"@mattscottcap Xhb seeming to breakout haha. Are u loading up on puts"  
[X Link](https://x.com/cesarsroy/status/2019194658329645290)  2026-02-04T23:41Z [---] followers, [--] engagements


"$MOB - This microcap is going to Saturn (the moon is too close). Credit to @SunvMikey who did some serious DDs on it. Check his highlights $MOB https://t.co/5lMSMQFGmd $MOB https://t.co/5lMSMQFGmd"  
[X Link](https://x.com/cesarsroy/status/2014452667930837476)  2026-01-22T21:38Z [---] followers, [--] engagements


"$MOB is for a roller coster ride. Im in. You gotta love it if you understand what theyre doing. Not for the faint of heart. Disclaimer: this could go to zero as well haha $MOB Nibbled on some more MOB today. Saving liquidity incase we drop further. I think we might. Eyeing $7.40 for a bigger buy the dip (0.3 fib + [--] SMA coming up to meet it should provide decent support) Volume on the dip today wasnt as significant as the breakout nice to see. https://t.co/42Z0H0X95y $MOB Nibbled on some more MOB today. Saving liquidity incase we drop further. I think we might. Eyeing $7.40 for a bigger buy"  
[X Link](https://x.com/cesarsroy/status/2014887442554527943)  2026-01-24T02:26Z [---] followers, [---] engagements

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