# ![@compound248 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1269808265820549123.png) @compound248 Compound248 💰

Compound248 💰 posts on X about ai, ceo, money, $goog the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1269808265820549123/interactions)
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- [--] Week [-------] -72%
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- [--] Year [----------] +94%

### Mentions: [--] [#](/creator/twitter::1269808265820549123/posts_active)
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- [--] Month [---] +4.60%
- [--] Months [---] +70%
- [--] Year [-----] -38%

### Followers: [------] [#](/creator/twitter::1269808265820549123/followers)
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- [--] Week [------] +0.02%
- [--] Month [------] +0.47%
- [--] Months [------] +7.70%
- [--] Year [------] +10%

### CreatorRank: [-------] [#](/creator/twitter::1269808265820549123/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269808265820549123/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.68% [technology brands](/list/technology-brands)  24.84% [finance](/list/finance)  #4144 [social networks](/list/social-networks)  6.83% [celebrities](/list/celebrities)  4.97% [cryptocurrencies](/list/cryptocurrencies)  3.73% [countries](/list/countries)  1.86% [financial services](/list/financial-services)  0.62% [exchanges](/list/exchanges)  0.62%

**Social topic influence**
[ai](/topic/ai) 6.83%, [ceo](/topic/ceo) 6.83%, [money](/topic/money) 6.21%, [$goog](/topic/$goog) #138, [if you](/topic/if-you) 5.59%, [business](/topic/business) 4.97%, [open ai](/topic/open-ai) 4.97%, [in the](/topic/in-the) #4933, [the most](/topic/the-most) 4.97%, [company](/topic/company) #2621

**Top accounts mentioned or mentioned by**
[@sama](/creator/undefined) [@founderengineer](/creator/undefined) [@bigideascapital](/creator/undefined) [@221brew](/creator/undefined) [@sbfftx](/creator/undefined) [@elonmusk](/creator/undefined) [@chamath](/creator/undefined) [@johnhuber72](/creator/undefined) [@buccocapital](/creator/undefined) [@rantsofmich](/creator/undefined) [@crussian17](/creator/undefined) [@qcapital2020](/creator/undefined) [@openai](/creator/undefined) [@theallinpod](/creator/undefined) [@rong88chang](/creator/undefined) [@pedroh96](/creator/undefined) [@sundarpichai](/creator/undefined) [@talentnothaver](/creator/undefined) [@atelicinvest](/creator/undefined) [@davidsacks](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [HP Inc (HPQ)](/topic/$hpq) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Twitter Inc (TWTR)](/topic/$twtr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Capital One Financial Corp. (COF)](/topic/$cof) [Charter Communications Inc (CHTR)](/topic/$chtr) [DisChain (DIS)](/topic/$dis) [FTX Token (FTT)](/topic/$ftt) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [NIQ Global Intelligence plc (NIQ)](/topic/$niq) [McGraw Hill, Inc. (MH)](/topic/$mh) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Blackstone, Inc. (BX)](/topic/$bx) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Klarna Group plc (KLAR)](/topic/$klar) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [8B (8B)](/topic/$8b) [XAI (XAI)](/topic/xai-xai)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This tweet from the head of the FDA is 100% directed at $HIMS. The company is in real trouble. Having worked in tech pharma and biotech this is clear abuse of what is supposed to be an exception only when there are true shortages of critical medicines. In this situation it's theft. Plain and simple. FDA and Federal Gov't should go after Hims and make an example of Having worked in tech pharma and biotech this is clear abuse of what is supposed to be an exception only when there are true shortages of critical medicines. In this situation it's theft. Plain and simple. FDA and Federal Gov't"  
[X Link](https://x.com/compound248/status/2019804437439779225)  2026-02-06T16:04Z 64.9K followers, 36.3K engagements


"I wasnt planning on boosting this but fine whatever. Enjoy and make money. @JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era. His summary of the Buffett buy algorithm was 7x avg last [--] year EBIT. @JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era. His summary of the Buffett buy algorithm was 7x avg last [--] year EBIT"  
[X Link](https://x.com/compound248/status/2022868682658152816)  2026-02-15T03:00Z 64.9K followers, 19.3K engagements


"@amitisinvesting That is not how IPOs work. The shares are sold by the bank at the IPO price to clients. The client gets the benefit (or cost see $NIQ and $MH) of the subsequent performance"  
[X Link](https://x.com/compound248/status/1951437289998930198)  2025-08-02T00:18Z 64.9K followers, [----] engagements


"Chamaths new SPAC prospectus: $AEXA. The company describes what it is looking for. I want you to I magine what it would mean for your business to qualify for this statement. You literally cant. 👇"  
[X Link](https://x.com/compound248/status/1957576104891289991)  2025-08-18T22:51Z 64.9K followers, 59.9K engagements


"The idea that Blackstone and Invitation Homes are down roughly the same amount on Trump preventing institutional buying of single-family homes is kind of wild. $BX + $INVH"  
[X Link](https://x.com/compound248/status/2008994226101735656)  2026-01-07T20:08Z 64.9K followers, [----] engagements


""Whose bread I eat his song I sing." Turns out BNPL Guy thinks Trump isn't going far enough with a threatened 10% interest rate cap - credit cards shouldn't be allowed to charge any interest on loans. Sebastian is just a man of the people. No conflict here. $KLAR"  
[X Link](https://x.com/compound248/status/2011149415659290875)  2026-01-13T18:52Z 64.9K followers, [----] engagements


"While I have no doubt $ANGI is finding some "AI-driven efficiencies" let that not obscure the actual reason Angi let [---] employees go. Hint: it's not because of "AI". Pretty insane 8-K that $ANGI just filed. They fired [---] employees from AI efficiencies. The company estimates it will save them $70-80 million annually. These are pretty high paying jobs too. Around $200-220k salaries just whacked. Margins at companies are about to explode https://t.co/4n4kG26FY1 Pretty insane 8-K that $ANGI just filed. They fired [---] employees from AI efficiencies. The company estimates it will save them $70-80"  
[X Link](https://x.com/compound248/status/2016264862393839685)  2026-01-27T21:39Z 64.9K followers, [----] engagements


""Excuse me while I reintroduce myself. My friends call me Dan. But you can call me Mr. Pink." Costar has no f'ing idea what is coming.prepare to reap the whirlwind. $CSGP As Jessie Livermore said in Reminiscences of a Stock Operator and further quoting Eccleastes "There is nothing new under the sun." There will always be a need for engaged shareholders to utilize the principles of Capitalism and Democracy to hold boards accountable. As Jessie Livermore said in Reminiscences of a Stock Operator and further quoting Eccleastes "There is nothing new under the sun." There will always be a need for"  
[X Link](https://x.com/compound248/status/2016305590406918171)  2026-01-28T00:21Z 64.9K followers, [----] engagements


"Google with an absolutely murderous response to OpenAI's "Atlas" browser. Highly strategic for Google. Launching a browser was a mistake by @sama and the OAI team. OAI was never going to gain big browser share but launching gave Google the needed cover to launch its Chrome AI embedding without violating antitrust because now it's a competitive response. And $GOOG using its browser incumbency as a distribution and learning angle for AI is going to be exceedingly powerful: if you allow it the browser is going to learn from everything you do online creating differentiation for its position as a"  
[X Link](https://x.com/compound248/status/2016642726276526513)  2026-01-28T22:41Z 64.9K followers, 113K engagements


"The World Works with ServiceNow It isnt a tag line - its a HARD line. Listen as $NOW CEO Bill McDermott tries to rally the troops"  
[X Link](https://x.com/compound248/status/2016870978991628728)  2026-01-29T13:48Z 64.9K followers, 18.3K engagements


"I think the idea of being first to IPO (before Anthropic) is irrelevant Wall Street pressure BS. THAT SAID Sundar should go SO hard to mess up OpenAIs KPIs. $GOOG has one chance to F-up the OAI post-IPO cap table and should go crazy hard at it. Gotta give Sam credit - he can sell like nobody's business. OpenAI 🤝 $AMZN https://t.co/1UfAoiMfyk Gotta give Sam credit - he can sell like nobody's business. OpenAI 🤝 $AMZN https://t.co/1UfAoiMfyk"  
[X Link](https://x.com/compound248/status/2017013363696402634)  2026-01-29T23:13Z 64.9K followers, 21K engagements


"@pedroh96 What does success look like for Brex within Capital One How is that different than when you were independent And how do you plan to measure it"  
[X Link](https://x.com/compound248/status/2017613796005568996)  2026-01-31T14:59Z 64.9K followers, [----] engagements


"@buccocapital @taobanker Because $WBD was for sale now"  
[X Link](https://x.com/compound248/status/2017624667784176040)  2026-01-31T15:43Z 64.9K followers, [---] engagements


"@pedroh96 Do you agree with my view that the Ramp sht talk this week reveals an inferiority complex and a deep seeded fear of what the Brex + Capital One combination can do"  
[X Link](https://x.com/compound248/status/2017665630728561081)  2026-01-31T18:25Z 64.9K followers, [----] engagements


"Never forget how SpaceX calculates profit. $8B in profits on $15-16B sales so thats over 50% EBITDA margin. Pretty good if true https://t.co/WntZvSU9JP $8B in profits on $15-16B sales so thats over 50% EBITDA margin. Pretty good if true https://t.co/WntZvSU9JP"  
[X Link](https://x.com/compound248/status/2018068126672322758)  2026-02-01T21:05Z 64.9K followers, 650.1K engagements


"Oof. 🥴 The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"  
[X Link](https://x.com/compound248/status/2018445190764339435)  2026-02-02T22:03Z 64.9K followers, 14.4K engagements


"@sama What could possibly be the source of the confusion"  
[X Link](https://x.com/compound248/status/2018453411994419530)  2026-02-02T22:36Z 64.9K followers, 128.1K engagements


"An 80:20 split for SpaceX + xAI seems like a horrible deal for SpaceX. Giving the #5 (if that) AI company with limited real revenue (+ Twitter) ownership of 20% of a truly world-changing rocket company is ridiculously bad for SpaceX shareholders. SpaceX doesnt need xAI. xAI does need SoaceX https://twitter.com/i/web/status/2018485754289090764 https://twitter.com/i/web/status/2018485754289090764"  
[X Link](https://x.com/compound248/status/2018485754289090764)  2026-02-03T00:44Z 64.9K followers, 71.1K engagements


"SpaceX has not yet been paid even $30 billion by the U.S. government across all contracts much less 100s of billions over budget on a specific contract. It is not almost a decade behind schedule. It launches Falcon 9s nearly every two days transporting massive amounts of cargo. It hasnt had a Falcon [--] blowup in nearly two years"  
[X Link](https://x.com/compound248/status/2018511675859636225)  2026-02-03T02:27Z 64.9K followers, [---] engagements


"I know he's very busy but don't we think Elon acquiring $PYPL ruining it and turning Venmo into "X Money" would be the funniest outcome"  
[X Link](https://x.com/compound248/status/2018692550475870523)  2026-02-03T14:26Z 64.9K followers, 10.6K engagements


"It has been a tough run for $PYPL: https://x.com/compound248/status/2018664344301744536s=20 PayPal was dealt pocket aces then drew an ace on the flop and still managed to blow it. You know youre no longer a growth company when you hire HPs CEO. $PYPL $HPQ What a shtshow. https://t.co/LkkxsQhKws https://x.com/compound248/status/2018664344301744536s=20 PayPal was dealt pocket aces then drew an ace on the flop and still managed to blow it. You know youre no longer a growth company when you hire HPs CEO. $PYPL $HPQ What a shtshow. https://t.co/LkkxsQhKws"  
[X Link](https://x.com/compound248/status/2018694478517657635)  2026-02-03T14:34Z 64.9K followers, [----] engagements


"@noyesclt At least they fixed that issue this time by appointing someone with deep payments experience"  
[X Link](https://x.com/compound248/status/2018695468235042942)  2026-02-03T14:37Z 64.9K followers, [----] engagements


"SaaS Payments Infrastructure and Info Services investors today"  
[X Link](https://x.com/compound248/status/2018738333447582007)  2026-02-03T17:28Z 64.9K followers, 69.7K engagements


"@sergimp16 @marketplunger1 Amazing that you read his tweet and concluded that he gave an opinion about markets and/or valuation at all much less one that merited this take"  
[X Link](https://x.com/compound248/status/2018801814087565321)  2026-02-03T21:40Z 64.9K followers, [----] engagements


"Now that @X is a spaceship AI company each Like launches a rocket. No cap. Try mine and see if it works for you. 🚀"  
[X Link](https://x.com/compound248/status/2018892380812788147)  2026-02-04T03:40Z 64.9K followers, [----] engagements


"With "AI as Death" looming for every SaaS company an alternative view of the below is that despite $PYPL competing against: - ApplePay - GooglePay - ShopPay - AmazonPay - BNPL newcomers PayPal's janky checkout is still an enormous & profitable business eight years later. 🤔 OS-based wallets like ApplePay pose an existential threat to cloud wallets like PayPal. Compare the experience at TheNorthFace with PayPal vs ApplePay. Eventually HomeDepot Walmart etc will embrace. PayPal smart to diversify. Lets tweet this experience. OS-based wallets like ApplePay pose an existential threat to cloud"  
[X Link](https://x.com/compound248/status/2019093697246228731)  2026-02-04T17:00Z 64.9K followers, [----] engagements


""Good Sundar." "Use your aggressive feelings - let the HATE flow through you." "Feel the power of the dark side." - Compound Palpatine $GOOG If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I"  
[X Link](https://x.com/compound248/status/2019160888096207255)  2026-02-04T21:27Z 64.9K followers, 27.8K engagements


"Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes against two giga-competitors that each offer FREE alternatives to its product. It is also the ONLY player that is green. Gives one optimism for incumbents battling against new AI competition. https://twitter.com/i/web/status/2019215182224924905 https://twitter.com/i/web/status/2019215182224924905"  
[X Link](https://x.com/compound248/status/2019215182224924905)  2026-02-05T01:03Z 64.9K followers, 21.1K engagements


"$ZM continues to grow even if just barely despite $GOOG and $MSFT (and Apple and Salesforce) all but giving away competitive tools. Do we really think ServiceNow is going to be killed by expensive AI tools especially when it can use AI to improve its own products and ops"  
[X Link](https://x.com/compound248/status/2019222275065802872)  2026-02-05T01:31Z 64.9K followers, [----] engagements


"OpenAI has become a useful idiot. Imagine a world where Google was playing this game - at this level - but there was no OpenAI. Nightmare material for $NVDA $MSFT $AMZN. They will keep funding OAI even though they dislike Sam because they are scared shtless of that Google. OpenAI has probably kept $4 trillion off $GOOG's market cap. https://twitter.com/i/web/status/2019396474325422383 https://twitter.com/i/web/status/2019396474325422383"  
[X Link](https://x.com/compound248/status/2019396474325422383)  2026-02-05T13:03Z 64.9K followers, 43.4K engagements


"Poor Jassy. He's going to learn something about $AMZN today: When Google announces a crazy number it is because it's playing Offense. But when Amazon announces a crazy number it's because it is playing Defense. Ipso facto"  
[X Link](https://x.com/compound248/status/2019527271623622851)  2026-02-05T21:43Z 64.9K followers, 11.5K engagements


"@willis_cap Atlassian CEO enters the chat:"  
[X Link](https://x.com/compound248/status/2019752701693669824)  2026-02-06T12:39Z 64.9K followers, [---] engagements


"@aakashgupta There is no chance SpaceX generates $1-2 billion in free cash flow"  
[X Link](https://x.com/compound248/status/2019766265724665936)  2026-02-06T13:32Z 64.9K followers, [----] engagements


"@TalentNotHaver @atelicinvest Saratoga is just knockoff evian. Drink it at your own risk"  
[X Link](https://x.com/compound248/status/2019862420743930290)  2026-02-06T19:55Z 64.9K followers, [--] engagements


"Literally moved me to tears. This is such an incredible article by the Washington Post that if all it did was publish one of these per week I would subscribe. There is a moment late in the article where I audibly gasped. (Link below 👇)"  
[X Link](https://x.com/compound248/status/2020531835059536001)  2026-02-08T16:15Z 64.9K followers, [----] engagements


"There 100% will be a unifying layer on top of your various SaaS apps and System of Records. If $MSFT could get out of its own way it is one of the best positioned to do this (likewise any OS eg iOS). $GOOG already making moves with Android and Google Workspace. and the AI foundation model players are trying as well. @DavidSacks says it well here: And this is why SoR wont let a 3P agent orchestrator near their data They will all build this layer themselves on top of their data The image that OpenAI shared for Frontier is death of SoR. Given the risk SoR will be stupid to let OpenAI near their"  
[X Link](https://x.com/compound248/status/2020549844356550821)  2026-02-08T17:26Z 64.9K followers, 23.4K engagements


"Imagine how broke you must be to be incapable of funding $50 billion out of cash flow. $ORCL You literally can't. Absolute poverty"  
[X Link](https://x.com/compound248/status/2020903050391531556)  2026-02-09T16:50Z 64.9K followers, [----] engagements


"I mean $GOOG shts $50 billion out every [--] or [--] months: https://x.com/compound248/status/2019160888096207255s=20 "Good Sundar." "Use your aggressive feelings - let the HATE flow through you." "Feel the power of the dark side." - Compound Palpatine $GOOG https://t.co/AQ8vww5dmO https://x.com/compound248/status/2019160888096207255s=20 "Good Sundar." "Use your aggressive feelings - let the HATE flow through you." "Feel the power of the dark side." - Compound Palpatine $GOOG https://t.co/AQ8vww5dmO"  
[X Link](https://x.com/compound248/status/2020903334970888295)  2026-02-09T16:51Z 64.9K followers, [----] engagements


"Make $140 billion for Stripe make sense Stripe and Adyen are similar sized businesses and are direct comps. Adyen still growing in the 20s% and has 45% net profit margins. Scoop from @ShenLucinda: Stripe in talks to be valued at over $140 billion https://t.co/Qgwa2xXaqd Scoop from @ShenLucinda: Stripe in talks to be valued at over $140 billion https://t.co/Qgwa2xXaqd"  
[X Link](https://x.com/compound248/status/2021040302346121449)  2026-02-10T01:55Z 64.9K followers, 52.2K engagements


"@founderengineer The Stripe of Europe so to speak"  
[X Link](https://x.com/compound248/status/2021074789285364132)  2026-02-10T04:12Z 64.9K followers, [----] engagements


"@founderengineer Adyen is very global and has a large U.S. business: 30% of its revenue. Obviously Stripe is much bigger in the U.S. (whereas Adyen is bigger in the rest of the world) but Adyen is absolutely a relevant player in the U.S"  
[X Link](https://x.com/compound248/status/2021075935303434438)  2026-02-10T04:17Z 64.9K followers, [--] engagements


"@rantsofmich Stripe reports certain figures & others leak. At a high level in [----] both reported nearly identical TPV of $1.4 trillion. Stripe probably gets paid slightly more per swipe given its skew toward SMB vs Adyens upmarket/enterprise. But functionally identical scale-wise"  
[X Link](https://x.com/compound248/status/2021213736468377666)  2026-02-10T13:24Z 64.9K followers, [---] engagements


"@NotGivinATuck @rambo_xbt @PalmerLuckey Im defending the principle not the person. I have no idea about what happened. Neither do you. Which is the point. We dont throw out core principles just because it suits a narrative"  
[X Link](https://x.com/compound248/status/2021277309903204548)  2026-02-10T17:37Z 64.9K followers, [---] engagements


"Congrats to Palmer for saying things. The principle Im defending is innocent until proven guilty. The onus isnt on Jason to account for each day of his life for a decade from over a decade ago or else hes guilty. Saying things is easy - if Palmer has proof he should have the moral courage to share it. Discarding morality in order to slander someone online is the interesting choice. Im just here observing it. https://twitter.com/i/web/status/2021279918596718779 https://twitter.com/i/web/status/2021279918596718779"  
[X Link](https://x.com/compound248/status/2021279918596718779)  2026-02-10T17:47Z 64.9K followers, [---] engagements


"@Crussian17 Not quite 7x yet"  
[X Link](https://x.com/compound248/status/2021438029681000659)  2026-02-11T04:15Z 64.9K followers, [---] engagements


"Imagine having a wholesome piece of content that the world loves and is virally promoting on your behalf and thinking the correct response is to shut it down on the basis of copyright. @NBCOlympics is so so dumb. So dumb"  
[X Link](https://x.com/compound248/status/2021598672379662634)  2026-02-11T14:54Z 64.9K followers, [----] engagements


"This is why $NFLX and YouTube are eating your lunch NBC"  
[X Link](https://x.com/compound248/status/2021598834229436713)  2026-02-11T14:54Z 64.9K followers, [----] engagements


"Omg. 😳 @X is operating with [--] - count em 30( - people in the ENTIRE company. It had [----] people pre-Elon. Read that again - you cannot possibly comprehend the waste in Silicon Valley. No matter how much waste you think there is you arent thinking hard enough"  
[X Link](https://x.com/compound248/status/2022037232954266056)  2026-02-12T19:56Z 64.9K followers, 18.6K engagements


"@ramahluwalia Going to be difficult for Stripe to go public with this discrepancy"  
[X Link](https://x.com/compound248/status/2022087453373567341)  2026-02-12T23:16Z 64.9K followers, [---] engagements


"PayPal's Board made a mistake two years ago by appointing the now-fired Alex Chriss as CEO despite him having zero payments experience. The Board fixed that by appointing the head of Hewlett-Packard as CEO. ($HPQ stock also at a multi-year low) PayPal was dealt pocket aces then drew an ace on the flop and still managed to blow it. You know youre no longer a growth company when you hire HPs CEO. $PYPL $HPQ What a shtshow. https://t.co/LkkxsQhKws PayPal was dealt pocket aces then drew an ace on the flop and still managed to blow it. You know youre no longer a growth company when you hire HPs"  
[X Link](https://x.com/compound248/status/2018696121963479433)  2026-02-03T14:40Z 64.9K followers, 19K engagements


"He also helped lead the carve out of Western Unions b2b payments business. Fwiw payments is a very good business in the sense of stickiness and profitability. Competitive shifts are happening which create important risks. But several of these are clearly at least partially pricing in that risk. https://twitter.com/i/web/status/2021295513673376166 https://twitter.com/i/web/status/2021295513673376166"  
[X Link](https://x.com/compound248/status/2021295513673376166)  2026-02-10T18:49Z 64.9K followers, [--] engagements


"@BigIdeasCapital @tbonesam99 @sharkbiotech @B__Digs @221Brew I still cant believe he didnt issue gobs of stock when $ORCL was $300"  
[X Link](https://x.com/compound248/status/2021990863883362508)  2026-02-12T16:52Z 64.9K followers, [---] engagements


"Per @nikitabier here is the org chart: 25ish Engineers [--] Designers [---] Product Managers [--] Nikita Bier Let that sink in"  
[X Link](https://x.com/compound248/status/2022038360479735924)  2026-02-12T20:01Z 64.9K followers, [----] engagements


"@qcapital2020 Isnt this totally sensible though"  
[X Link](https://x.com/compound248/status/2022425795181068768)  2026-02-13T21:40Z 64.9K followers, [----] engagements


"prolly a coincidence We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add"  
[X Link](https://x.com/anyuser/status/1977037486305234967)  2025-10-11T15:44Z 64.9K followers, 228.5K engagements


"My Brothers in Finance How did you not price this into $HIMS today Why did you need this tweet from the General Counsel of HHS The Head of the FDA all but named Hims in his tweet yesterday - this was obviously coming. $HIMS down 13% after hours. mArkeTs ARe eFfiCieNt This tweet from the head of the FDA is 100% directed at $HIMS. The company is in real trouble. https://t.co/B63b2uzrQV This tweet from the head of the FDA is 100% directed at $HIMS. The company is in real trouble. https://t.co/B63b2uzrQV"  
[X Link](https://x.com/compound248/status/2019906485489201447)  2026-02-06T22:50Z 64.9K followers, 29.8K engagements


"Keith Rabois and I made a bet. @Rabois 🤝 $OPEN"  
[X Link](https://x.com/compound248/status/1988595495451893763)  2025-11-12T13:11Z 64.9K followers, 623.2K engagements


"Cats and dogs living togethermass hysteria - Rich Fairbank Capital One CEOprobably Fairbank was asked today what would happen if a 10% interest rate cap were imposed on the credit card industry. Answer Loss of access to credit for the mass market and a recession. Listen in the image below. HT: @Quartr_App for my favorite tool for listening to earnings calls. $COF https://twitter.com/i/web/status/2014471987293249845 https://twitter.com/i/web/status/2014471987293249845"  
[X Link](https://x.com/compound248/status/2014471987293249845)  2026-01-22T22:55Z 64.9K followers, [----] engagements


"What SaaS being down 40% tells us is not that theyre cheap but that they are transitioning. And these management teams need to exit denial. $NOW is down 8% after beating estimates and already being down 40%+ Thats telling you everything you need to know about the stock and SaaS right now. Even though $ADBE and $NOW are cheap I dont think its time to buy either. https://t.co/5V5NMs8yDz $NOW is down 8% after beating estimates and already being down 40%+ Thats telling you everything you need to know about the stock and SaaS right now. Even though $ADBE and $NOW are cheap I dont think its time to"  
[X Link](https://x.com/compound248/status/2016920238923657420)  2026-01-29T17:03Z 64.9K followers, 40.2K engagements


"@leevalueroach The entire payment processor / merchant acquirer space is at those multiples excluding Adyen. PayPal is just joining the ranks. Not saying it's not a good investment but am saying it doesn't stand out vs $GPN $FISV $FOUR"  
[X Link](https://x.com/compound248/status/2018740479836262645)  2026-02-03T17:36Z 64.9K followers, [----] engagements


"@atelicinvest Wait until people crack the code to Evian or Fiji. Zeroes"  
[X Link](https://x.com/compound248/status/2019792833817817291)  2026-02-06T15:18Z 64.9K followers, [----] engagements


"@marc_slans If you want a network but dont want to pay up buy $COF"  
[X Link](https://x.com/compound248/status/2022504383142121653)  2026-02-14T02:53Z 64.9K followers, [----] engagements


"DIVERSIFICATION IS FOR THE KNOW-NOTHING INVESTOR. - Charlie Munger Warren Buffett goes on to spit 🔥 at [----] $BRK - Alpha Hunters gird your loins: You will see things where it would be a mistake not to have HALF YOUR NET WORTH in it. 1/x 🧵👇"  
[X Link](https://x.com/compound248/status/1624391061635272705)  2023-02-11T12:53Z 64.9K followers, 539.4K engagements


"Highlight reel of Charlie Munger spitting one banger after another"  
[X Link](https://x.com/compound248/status/1729688976804454746)  2023-11-29T02:29Z 64.9K followers, 507.3K engagements


"Warren Buffett slipping up and accidentally calling Greg Abel Charlie may be one of the most charming and perfect honors Ive seen of the recently passed Charlie Munger. You know Charlie is deep in Warrens heart. $BRK"  
[X Link](https://x.com/compound248/status/1786774727530336604)  2024-05-04T15:07Z 64.9K followers, 1.7M engagements


"Hi my name is Andrew and Im wondering if you had more day with Charlie what would you do with him The most poignant question of the day came from a child. Buffetts answer eulogized Charlie and sprinkled fabulous life advice throughout. Charlie and I never had any doubts about the other. person. Listen all the way - Warren ends it epically. ❤"  
[X Link](https://x.com/compound248/status/1786794618094305449)  2024-05-04T16:26Z 64.9K followers, 1.7M engagements


"Buffett: What do you think the end will be Munger: Bad. In [----] exactly [--] years ago Buffett and Munger talked about the consequences of US structural trade deficits. Warren Buffett predicted: Ownership by the rest of the world of the US would be seen as a form of taxation [--] years from now by the people who reside here. 👀"  
[X Link](https://x.com/compound248/status/1910692185927807413)  2025-04-11T13:51Z 64.9K followers, 721K engagements


"Whos going to tell him @chamath claims his AI software dev company [----] has been evaluated by all the big major PE firms and their portcos. Precisely ZERO have hired [----]. He says this is because those are B and C companies run by C and D players. He literally says its not us its them. Bold strategy Cotton"  
[X Link](https://x.com/compound248/status/1974524519764091014)  2025-10-04T17:18Z 64.9K followers, 1.1M engagements


"If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG"  
[X Link](https://x.com/compound248/status/1975204463893008570)  2025-10-06T14:20Z 64.9K followers, 1.1M engagements


"$GOOG gushes cash and is the only leading foundational model player that doesn't have to raise equity. Everyone else lives hand to mouth and has an implicit bet on tokenomics going positive at some point. If I am Sundar I commit to NEVER letting that happen - I drown you in red"  
[X Link](https://x.com/compound248/status/1975206489099759933)  2025-10-06T14:28Z 64.9K followers, 78K engagements


"Apparently if you ask @sama how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments he gets very defensive and starts to attack non-existent short sellers. I cannot wait for @OpenAI to be a public company"  
[X Link](https://x.com/compound248/status/1984619454047625659)  2025-11-01T13:52Z 64.9K followers, 4.1M engagements


"30 minutes after Sam shutdown Brads question about can you actually afford $1.4 TRILLION of spend Sam dropped off the pod. The VERY FIRST thing Brad did w/ Satya after Sam left was return to the topic defend his question & reiterate hes a buyer not a seller of OAI. 😂 Apparently if you ask @sama how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments he gets very defensive and starts to attack non-existent short sellers. I cannot wait for @OpenAI to be a public company. https://t.co/DTPVJJf86x Apparently if you ask @sama how his $13 billion"  
[X Link](https://x.com/compound248/status/1984650860039946521)  2025-11-01T15:56Z 64.9K followers, 1.4M engagements


"PayPal was dealt pocket aces then drew an ace on the flop and still managed to blow it. You know youre no longer a growth company when you hire HPs CEO. $PYPL $HPQ What a shtshow"  
[X Link](https://x.com/compound248/status/2018664344301744536)  2026-02-03T12:34Z 64.9K followers, 35.3K engagements


"Open the darned Fed window J-Powell has no idea how bad it is out there NO IDEA I have talked to the heads of every SaaS firm in the last [--] hours and he has NO IDEA what its like out there. NONE My people have been in the SaaS game for [--] years and theyre losing their jobs and these firms are going to go out of business and hes NUTS theyre NUTS They know NOTHING SaaS Payments Infrastructure and Info Services investors today. https://t.co/5nkx0nJObf SaaS Payments Infrastructure and Info Services investors today. https://t.co/5nkx0nJObf"  
[X Link](https://x.com/compound248/status/2021625511982571842)  2026-02-11T16:40Z 64.9K followers, 19.8K engagements


"This is the most bearish my timeline has been since Covid with no close second 🐻 📉: People who have never owned a bond are quoting overnight bond futures and swap spreads. People who have never traded a currency are tracking the pre-market yen and yuan. People who dont realize you cant trade Spot VIX are quoting Spot VIX. People who dont understand a real bear market are getting really bearish. And I think theyre going to be right for a bit longer. Just long enough for the whipsaw to catch you offsides. You lighten your exposure but then theres a monster multi-day rally. Sweet relief its"  
[X Link](https://x.com/compound248/status/1909781118431510856)  2025-04-09T01:31Z 64.9K followers, 144.5K engagements


"Me when I see a 7x FCF falling knife that needs catching"  
[X Link](https://x.com/compound248/status/2021437134679441449)  2026-02-11T04:12Z 64.9K followers, 33.1K engagements


"Ill never get over how much @uber hates its customers. The fact @Uber consistently defaults to Choice [--] in this type of situation is one of the least customer friendly actions a major company takes. Who is selecting that https://t.co/8VbokaVWB1 The fact @Uber consistently defaults to Choice [--] in this type of situation is one of the least customer friendly actions a major company takes. Who is selecting that https://t.co/8VbokaVWB1"  
[X Link](https://x.com/compound248/status/2022506059987063105)  2026-02-14T02:59Z 64.9K followers, 17.3K engagements


"Valuation matters: Exhibit A Duolingo revenue has increased by +410% growing at a 43% CAGR over the same time period the stock price is down -19%. https://t.co/GXDGkwTXUA Duolingo revenue has increased by +410% growing at a 43% CAGR over the same time period the stock price is down -19%. https://t.co/GXDGkwTXUA"  
[X Link](https://x.com/compound248/status/2022797951853052075)  2026-02-14T22:19Z 64.9K followers, 14.8K engagements


"@JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era. His summary of the Buffett buy algorithm was 7x avg last [--] year EBIT"  
[X Link](https://x.com/compound248/status/2022848072930464099)  2026-02-15T01:38Z 64.9K followers, 48.6K engagements


"Imagine thinking Warren Buffett could use inside information to make an investment he then holds for [--] years. Props to the Buff-dawg for getting away with it for so long"  
[X Link](https://x.com/compound248/status/2023056920886542514)  2026-02-15T15:28Z 64.9K followers, 76.8K engagements


"@TheBloggins Example"  
[X Link](https://x.com/compound248/status/2023061635641102754)  2026-02-15T15:47Z 64.9K followers, [----] engagements


"@Hollandpar91513 @JohnHuber72 I cant recall all the details but I believe he sent a letter to Buffett asking to work for him and included a check for some amount of $ saying hed pay Buffett for the opportunity"  
[X Link](https://x.com/compound248/status/2023082850137034784)  2026-02-15T17:11Z 64.9K followers, [---] engagements


"@buccocapital Isnt that why SaaS is down 50%"  
[X Link](https://x.com/compound248/status/2023227911520620696)  2026-02-16T02:48Z 64.9K followers, [----] engagements


"A high probability of 10% pre-tax returns and paying 10x EBIT are not automatically the same thing. And the high probability part also implies durability and margin of safety. All that said there are times he bought companies that arent yet profitable (eg Executive Jets). https://twitter.com/i/web/status/2023278395757375553 https://twitter.com/i/web/status/2023278395757375553"  
[X Link](https://x.com/compound248/status/2023278395757375553)  2026-02-16T06:08Z 64.9K followers, [---] engagements


"and that all brings us back to RobinHood. Questions abound. Answers will be revealed in the fullness of time. End - phew"  
[X Link](https://x.com/anyuser/status/1355281251863814145)  2021-01-29T22:26Z 64.9K followers, [----] engagements


"Ok - this Trump : $DWAC SPAC is the greatest shit ever. The DWAC CEO has an address in Wuhan Hubei  (No joke) The CFO is a CURRENT congressman in Brazil. The Trump TRUST Social product doesnt even exist. Wtf Can you imagine the insider selling when the lockup expires"  
[X Link](https://x.com/anyuser/status/1451003682271764481)  2021-10-21T01:53Z 64.9K followers, [----] engagements


"Ive been blessed to spend time with many of the worlds great investors. [--] years ago I made a point to hunt down the best. Many are now popular on Fintwit - Nick Sleep Li Lu Chuck Akre. Others should be - Chris Hohn Larry Robbins and more. For🎄: [--] lessons I learned🧵👇"  
[X Link](https://x.com/anyuser/status/1475936919750123534)  2021-12-28T21:09Z 64.9K followers, [----] engagements


"Transitions happen. $NFLX"  
[X Link](https://x.com/anyuser/status/1516538887191109635)  2022-04-19T22:07Z 64.9K followers, [----] engagements


"Zuck is back"  
[X Link](https://x.com/anyuser/status/1542699595767185415)  2022-07-01T02:40Z 64.9K followers, [----] engagements


"When Elon buys $TWTR and cuts costs by 50% - with no discernable negative impact on performance - investors are going to start looking at other "good business wasteful cost structure" tech companies and think "OMG.holy shit.""  
[X Link](https://x.com/anyuser/status/1580205900895174656)  2022-10-12T14:37Z 64.9K followers, [---] engagements


"That time Warren Buffett NAILED crypto cons: It draws in a lot of CHARLATANSwho are trying to create various sorts of EXCHANGES where people who are of less-than-stellar characterCLIP PEOPLE who are trying to get rich because their neighbors getting rich. @SBF_FTX to a T"  
[X Link](https://x.com/anyuser/status/1591413477260021760)  2022-11-12T12:51Z 64.9K followers, [----] engagements


"Dear Media Do you want a simple description of HOW @SBF_FTX did what he did Why does nobody seem capable of pinning Sam down His SECRET is when asked pointed questions he switches to market-plumbing speak hiding behind lingo. Let me help you understand SBF's moves. 🧵👇"  
[X Link](https://x.com/anyuser/status/1598446656634191872)  2022-12-01T22:39Z 64.9K followers, [----] engagements


"1) Anytime you hear or read "Alameda" replace with "Sam's personal account." When Alameda borrows FTX customer money that means "Sam borrows customer money": Alameda is 100% owned by Sam & a few friends. Alameda had no clients. "Alameda's capital" is Sam's Caroline's etc.👇"  
[X Link](https://x.com/anyuser/status/1598446659188707328)  2022-12-01T22:39Z 64.9K followers, [----] engagements


"16) Banks do not: Lend 70% of their deposits to one borrower Have that borrower be the founder of the bank Accept made-up "tokens" as collateral - the actual worst collateral ever conceived Have almost all that collateral be just two (made up) assets"  
[X Link](https://x.com/anyuser/status/1598446709407117313)  2022-12-01T22:39Z 64.9K followers, [---] engagements


"20) When Sam says "he poorly risk-managed" it means "I FTX's CEO Sam should not have allowed Alameda Sam to use pretend Sam-money as collateral to take real-$$ from Sam's customers." It's like in Dumb & Dumber when Lloyd spends all the found money but replaced it with IOUs"  
[X Link](https://x.com/anyuser/status/1598446720672845858)  2022-12-01T22:39Z 64.9K followers, [----] engagements


"1. It is what we thought: SBF lied Wang built a back door to FTX for Alameda to sweep funds Caroline ran Alameda (Sams personal fund) Sam invested in real estate politicians and venture capital 😅"  
[X Link](https://x.com/anyuser/status/1605773427981312000)  2022-12-22T03:53Z 64.9K followers, 289.8K engagements


"4. Brazen Multi-Year Scheme The violations peaked in [----] but began years agofrom the start of FTX. This wasnt a recent accident. It was a multi-year fraud"  
[X Link](https://x.com/anyuser/status/1605773446494842880)  2022-12-22T03:53Z 64.9K followers, 296.5K engagements


"I regard Alibaba as one of the BIGGEST MISTAKES I ever made. In thinking about Alibaba I got charmed by their position in the Chinese internet and didnt stop to realize theyre still a gawd-damned retailer. 🌶 - Charlie Munger on $BABA today with @BeckyQuick @ $DJCO"  
[X Link](https://x.com/anyuser/status/1625939127794298881)  2023-02-15T19:24Z 64.9K followers, 606.4K engagements


"Other key Twitter Leadership: GC: @chancery_daily Asst GC: @LionelHutz_Esq COO: @akramsrazor CFO: @AndrewRangeley Outside Counsel: @ProfEricTalley and @AnnMLipton Independent Director: @SJOldValueGuy Head of Risk Management: @halfkelly"  
[X Link](https://x.com/anyuser/status/1633273587304919043)  2023-03-08T01:09Z 64.9K followers, 620.2K engagements


"@Brady_dumonster @elonmusk You clearly never worked at Twitter. #lovewhereyouwork"  
[X Link](https://x.com/anyuser/status/1633307185047371779)  2023-03-08T03:22Z 64.9K followers, 60.8K engagements


"Btw props to @qcapital2020 for finding this video. 🧢 In honour of this @iamharaldur Vs @elonmusk showdown Youre welcome 😁😁😁 https://t.co/q40fTbbCyG In honour of this @iamharaldur Vs @elonmusk showdown Youre welcome 😁😁😁 https://t.co/q40fTbbCyG"  
[X Link](https://x.com/anyuser/status/1633320260106440707)  2023-03-08T04:14Z 64.9K followers, 998.3K engagements


"Since Ive been asked several times my Strategy was very focused: ✅ Get paid $44 billion"  
[X Link](https://x.com/anyuser/status/1633330607613779969)  2023-03-08T04:55Z 64.9K followers, 508.2K engagements


"5. Deposits were pouring in too fast to lend responsibly. $SIVB recognized that. Rather than make dumb loans $SIVB bought assets guaranteed by the US government - Treasuries and MBS. BUT it bought long duration. Often 10+ year bonds. Mistake"  
[X Link](https://x.com/anyuser/status/1634105384393936897)  2023-03-10T08:14Z 64.9K followers, 327.1K engagements


"@zerohedge Ive read this ungrammatical headline five times and come to three different conclusions"  
[X Link](https://x.com/anyuser/status/1736779938017992811)  2023-12-18T16:06Z 64.9K followers, 23.1K engagements


"Go find your Charlie. And do it now. That was the gist of Warrens answer to Andrews question if you had one more day with Charlie what would you do with him After a long beautiful answer Buffett brought it home with this banger. Hi my name is Andrew and Im wondering if you had more day with Charlie what would you do with him The most poignant question of the day came from a child. Buffetts answer eulogized Charlie and sprinkled fabulous life advice throughout. Charlie and I never had any https://t.co/jqwA5dICva Hi my name is Andrew and Im wondering if you had more day with Charlie what would"  
[X Link](https://x.com/anyuser/status/1786803518940004568)  2024-05-04T17:02Z 64.9K followers, 98K engagements


"@uncledoomer Great until you actually get to Hooters"  
[X Link](https://x.com/anyuser/status/1813684962903957976)  2024-07-17T21:19Z 64.9K followers, 125K engagements


"Ouch Twitters revenue under Elon has fallen more than NINETY PERCENT: In Q2 [----] Twitter did $1.2 BILLION in revenue. This year in Q2 - Elons second controlling Twitter - it did $114 million. The last time Twitter revenue was that low in a quarter was Q1 [----] 📉☠"  
[X Link](https://x.com/anyuser/status/1817392098053615955)  2024-07-28T02:50Z 64.9K followers, 144.4K engagements


"New job applicant from LinkedIn. Incredible experience"  
[X Link](https://x.com/anyuser/status/1836431088685559944)  2024-09-18T15:44Z 64.9K followers, 364.8K engagements


"It must be an absolute shtshow over at Starbucks. It is hard to emphasize this enough: The proposed strategy outlined below by $SBUXs new CEO - Brian Niccol - undoes EVERY point of emphasis of his predecessor (a former McKinsey partner). Disaster"  
[X Link](https://x.com/anyuser/status/1848880670979854539)  2024-10-23T00:14Z 64.9K followers, 777.9K engagements


"@buccocapital Just solve the issues is Syria Libya Pakistan and Korea. This isnt hard. Stop wasting my time and get it done"  
[X Link](https://x.com/anyuser/status/1852372854043443640)  2024-11-01T15:31Z 64.9K followers, 73.3K engagements


"This is my quant"  
[X Link](https://x.com/anyuser/status/1853045769806201117)  2024-11-03T12:05Z 64.9K followers, 114.7K engagements


"Google's CEO brings alive the Great Bitcoin Short Thesis right as #BTC kisses $100k"  
[X Link](https://x.com/anyuser/status/1866193695814672587)  2024-12-09T18:50Z 64.9K followers, 730.5K engagements


"Punches not pulled. U.S. Steel CEO goes for the jugular. $X"  
[X Link](https://x.com/anyuser/status/1875372361412964394)  2025-01-04T02:43Z 64.9K followers, 361.8K engagements


"Warren Buffett on DEATH and trying to get Charlie Munger to have a SEX CHANGE operation and the fact women live longer than men. lolol"  
[X Link](https://x.com/anyuser/status/1918674210878074936)  2025-05-03T14:29Z 64.9K followers, 218.9K engagements


"Pretty clear the @theallinpod guys recorded an episode but decided they couldnt edit it into something usable. This from guys who dont believe theyve ever had a wrong idea. Can you IMAGINE how BAD the takes must have been for them not to release it I wonder what was said"  
[X Link](https://x.com/anyuser/status/1931776467920408790)  2025-06-08T18:12Z 64.9K followers, 144.8K engagements


"All seven of them Name me every company in the S&P [---]. https://t.co/zxZJHfMDv4 Name me every company in the S&P [---]. https://t.co/zxZJHfMDv4"  
[X Link](https://x.com/anyuser/status/1935499582814794142)  2025-06-19T00:47Z 64.9K followers, 57.5K engagements


"@mazeincoding School ended"  
[X Link](https://x.com/anyuser/status/1953161981319627095)  2025-08-06T18:31Z 64.9K followers, 89K engagements


"Irony knows no limit"  
[X Link](https://x.com/anyuser/status/1957943934988218781)  2025-08-19T23:13Z 64.9K followers, 87.4K engagements


"Of course Sarah. Of course. Lets ask everyday workers to subsidize their job displacement technology. Seems reasonable"  
[X Link](https://x.com/anyuser/status/1986178675910262982)  2025-11-05T21:07Z 64.9K followers, 100.9K engagements


"Did something happen this morning with @elonmusk and $TWTR Lol Lets break down the legal and practical situation. 1/x 👇🧵"  
[X Link](https://x.com/anyuser/status/1525106222638190593)  2022-05-13T13:30Z 64.9K followers, [----] engagements


"Elon terminates.as expected. Now comes the fun. What follows is a quick blink analysis on the $TWTR / @elonmusk termination. 🧵👇"  
[X Link](https://x.com/anyuser/status/1545531678180999168)  2022-07-08T22:14Z 64.9K followers, [----] engagements


"Charlie Munger chose violence. If you ❤ crypto or #BTC skip this one. When Becky asks Charlie to state the best argument for crypto he says he cant. Why I dont think there are good arguments against my position. I think the PEOPLE WHO OPPOSE MY POSITION ARE IDIOTS"  
[X Link](https://x.com/anyuser/status/1625967779294633984)  2023-02-15T21:18Z 64.9K followers, 372.5K engagements


"Hi my name is Timothy Ferriss and Im a Guest Lecturer at Princeton University twice a year Before @tferriss was Tim a slightly nervous Timothy asked Charlie & Warren in [--] to advise a newly successful 30-yr old non-investment professional how best to invest. 1/x👇🧵"  
[X Link](https://x.com/anyuser/status/1626937279502594048)  2023-02-18T13:30Z 64.9K followers, 3M engagements


"I am here to report a murder In the $CHTR vs $DIS battle Charter went the whole prepared remarks without even MENTIONING worries about losing ABC content only ESPN. Then in the last [--] seconds: We believe that subscription revenue would be lost for Disney. And at that point youd have to wonder why wed ever pay an ABC broadcast station a retransmission fee again. 🎤 🩸"  
[X Link](https://x.com/compound248/status/1697597549958345145)  2023-09-01T13:09Z 64.9K followers, 69.5K engagements


"Prediction Time @DavidSacks is going to be suspiciously absent from this week's All-In bestie lineup. @jason is going to "I told you so" even though he didn't tell us so. @chamath is going to attempt to pivot and distance while trying to pretend he isn't pivoting or distancing. @friedberg is going to stay above the fray as per usual. Anxiously awaiting the most unhinged and sharp pivot in @theallinpod Bestie history this week. https://t.co/D6FbRlqmWn Anxiously awaiting the most unhinged and sharp pivot in @theallinpod Bestie history this week. https://t.co/D6FbRlqmWn"  
[X Link](https://x.com/anyuser/status/1930709752688017862)  2025-06-05T19:34Z 64.9K followers, 169.9K engagements


"The bottom is in: $COST at a mere 35x 2022E FCF $NVDA 38x $WMT 26x $PG 25x $MSFT 30x $KO 25x $V 27x $AAPL 23x That's what a bottom looks like in a rising-rate environment right Generational buying opportunity"  
[X Link](https://x.com/compound248/status/1522581153219330048)  2022-05-06T14:16Z 64.9K followers, [----] engagements


"2) Sam says he poorly "risk-managed" the FTX and Alameda relationship. Recall: Alameda=Sam. What transpired Alameda (Sam) Had Liquidity Issues Alameda (Sam) Organized a Loan from FTX To Paper the Loan Alameda Posted Collateral to FTX The Collateral Was Pretend Money"  
[X Link](https://x.com/compound248/status/1598446661650599952)  2022-12-01T22:39Z 64.9K followers, [---] engagements


"We just discovered Caroline Ellison and Gary Wang turned on @SBF_FTX rattling him out to the Feds. The SECs civil (non-criminal) complaint is built on their participation and gives us our first insiders account of the FTX disaster. Ive given you [--] key takeaways below:👇🧵"  
[X Link](https://x.com/compound248/status/1605773370439700483)  2022-12-22T03:52Z 64.9K followers, 3.5M engagements


"2. 💥 Sam told me to do it Caroline says Sam directed her to take customer funds from FTX in exchange for the made-up $FTT shitcoin. (In green highlight) This directly contradicts Sams repeated I didnt know statements. Caroline is wisely throwing Sam under the bus"  
[X Link](https://x.com/compound248/status/1605773435795275779)  2022-12-22T03:53Z 64.9K followers, 250.9K engagements


"3. May 2022: Shit Hits the Fan Despite already having borrowed billions and billions of FTX customer assets by May when crypto went bump in the night Alameda (Sam) couldnt fulfill its borrower obligations. Sam ordered Caroline to take even more FTX customer money"  
[X Link](https://x.com/compound248/status/1605773440320999424)  2022-12-22T03:53Z 64.9K followers, 191.5K engagements


"5. Sam and Gary Own 100% of Alameda Anytime someone says Alameda just substitute Sam. Sam owns 90% of Alameda and Gary 10%. Alameda has no clients - all that money is Sam and Garys stolen fair and square"  
[X Link](https://x.com/compound248/status/1605773450991357954)  2022-12-22T03:53Z 64.9K followers, 183.4K engagements


"6. Sam was ALWAYS in Control Even after naming Caroline and Sam Trabucco as Co-CEOs of Alameda in [----] Sam remained in absolute control. He frequently communicated with Alameda peeps and had full access to its books and records. Alameda *IS* Sam so this makes sense"  
[X Link](https://x.com/compound248/status/1605773455403765760)  2022-12-22T03:53Z 64.9K followers, 160.1K engagements


"7. Alameda (Sam) was Exempted from FTXs Risk Management Process As has been widely discussed FTX had a decent risk-engine it just didnt apply to its biggest user: Sam himself (via Alameda). At least Sam posted high-quality SamCoins - $FTT - as collateral. 😅"  
[X Link](https://x.com/compound248/status/1605773460944195585)  2022-12-22T03:53Z 64.9K followers, 165.6K engagements


"8. Sam CREATED Alamedas Deal and Took Actions to Hurt FTX Over $8 BILLION of customer funds were wired by customers DIRECTLY TO ALAMEDA rather than FTX. Eight. Billion. This was a de facto loan. Sam ensured Alameda (Sam) did NOT have to pay FTX interest on that money"  
[X Link](https://x.com/compound248/status/1605773467214716929)  2022-12-22T03:53Z 64.9K followers, 156.9K engagements


"9. Securities Fraud Among the many frauds Sam et al committed was the securities fraud. The SEC frowns on poorly written footnotes. Imagine how it treats you lying to would-be investors about your fraud to raise fresh equity. Fraud squared or something"  
[X Link](https://x.com/compound248/status/1605773472793104384)  2022-12-22T03:53Z 64.9K followers, 141.9K engagements


"Quick Aside (unrelated to FTX): if tokens are securities many MANY people broke the law. Entrepreneurs promoters and - yikes - prominent venture capitalists. Id watch out here. We may see VCs in handcuffs"  
[X Link](https://x.com/compound248/status/1605773481689374720)  2022-12-22T03:53Z 64.9K followers, 305.9K engagements


"11. Undocumented Personal Loans in the Billions If you have your fund borrow customer brokerage assets then lend those from your fund to yourself but you dont document the loan is it even a loan Doesnt that just make it money laundering Say it with me: RICO"  
[X Link](https://x.com/compound248/status/1605773486542032896)  2022-12-22T03:53Z 64.9K followers, 216.4K engagements


"End: Thats the SEC civil complaint summary - the criminal complaints will have more. The most fascinating part to me is the implications beyond FTXs shores (see the Quick Aside before #11). If you enjoyed please Like RT & Follow. Heres an earlier FTX thread. 🙏 Dear Media Do you want a simple description of HOW @SBF_FTX did what he did Why does nobody seem capable of pinning Sam down His SECRET is when asked pointed questions he switches to market-plumbing speak hiding behind lingo. Let me help you understand SBF's moves. 🧵👇 Dear Media Do you want a simple description of HOW @SBF_FTX did"  
[X Link](https://x.com/compound248/status/1605773495752724480)  2022-12-22T03:53Z 64.9K followers, 166.4K engagements


"Three Weeks Ago @SBF_FTX: I have basically nothing left. I have $100000 in my bank account. Today SBF: Casually posts $250 MILLION bond💥 Who said this guy isnt the worlds greatest investor He 2500xd his money in three weeks LEGEND. 🐐"  
[X Link](https://x.com/compound248/status/1606002085832466433)  2022-12-22T19:01Z 64.9K followers, 516.7K engagements


"3787464%. .the return on $BRK since "present management" took over in [----]. WARREN BUFFETT continues to crush returning +4.0% in [----] vs the S&P's -18.1%. His famous ANNUAL LETTER just dropped. I read it so you don't have to (but you should). Highlights follow: 🧵👇"  
[X Link](https://x.com/compound248/status/1629502102366978050)  2023-02-25T15:22Z 64.9K followers, 557.3K engagements


"I literally was the Head of Strategy at Twitter. Not even kidding. Anyone who followed me last year knows this is true - @elonmusk can verify"  
[X Link](https://x.com/compound248/status/1633271686341578753)  2023-03-08T01:01Z 64.9K followers, 14.5M engagements


"All I know is that by the time I get to the pearly gates Sam Zell will own them & rent me my room. And hell laugh. His eyes will twinkle. Hell tell us a great story. And well all be better for it. Grave dancing no more: RIP Sam Zell. One of the greatest to do it. 🕊 ❤"  
[X Link](https://x.com/compound248/status/1659208825315135489)  2023-05-18T14:46Z 64.9K followers, 208.3K engagements


"Truly incredible. Id have said @budlights brand with the American Everyman was bulletproof yet its still declining 7+ weeks later. Most costly promotion in history with no second place - just shocking. 🍺"  
[X Link](https://x.com/compound248/status/1660840027843117058)  2023-05-23T02:48Z 64.9K followers, 661.4K engagements


"In the next [--] days we will learn the fate of the cable TV industry. Disney has pulled its programming from Charter's TV customers launching a momentous battle. For years content owners like $DIS held the upper hand. Now $CHTR is poised to win. Lets talk about why. 🧵👇"  
[X Link](https://x.com/compound248/status/1698007808736723062)  2023-09-02T16:19Z 64.9K followers, 504.2K engagements


"Rare footage of Mrs. B - Rose Blumkin. Mrs. B founded Nebraska Furniture Mart in [----] with $500 of savings selling 90% to Warren Buffetts $BRK [--] years later for $55 million. Even at 94-years old she continued to work [--] hour weeks pricing rugs and carpets from memory. 🧵👇 We like managers who are in love with their businesswho feel like I do - I want to tap dance when I get to the office is how Buffett answered Adam Smiths question about the Berkshire Hathaway culture. 1/x"  
[X Link](https://x.com/compound248/status/1726252326292217893)  2023-11-19T14:53Z 64.9K followers, 349.6K engagements


"$GOOG just nuked [--] employees involved in the sit-in protests stating clearly it will fire future disrupters: Their behavior was unacceptable extremely disruptive and made co-workers feel threatened. If youretempted to think were going to overlook conduct that violates our policies think again. 🔥"  
[X Link](https://x.com/compound248/status/1780793337206735302)  2024-04-18T02:59Z 64.9K followers, 377.3K engagements


"$GOOG CEO announces restructuring and pivot toward AI. He ends by making clear [--] points: 1) No more political BS at work (red box) - work is for work. 2) Google results should be objective and apolitical (green box) - we are trusted to organize the worlds information. 🔥 👀"  
[X Link](https://x.com/compound248/status/1781032833550553208)  2024-04-18T18:51Z 64.9K followers, 173.9K engagements


"Charlie ❤ 😢 Warren Buffett slipping up and accidentally calling Greg Abel Charlie may be one of the most charming and perfect honors Ive seen of the recently passed Charlie Munger. You know Charlie is deep in Warrens heart. $BRK https://t.co/gayNqPDdLD Warren Buffett slipping up and accidentally calling Greg Abel Charlie may be one of the most charming and perfect honors Ive seen of the recently passed Charlie Munger. You know Charlie is deep in Warrens heart. $BRK https://t.co/gayNqPDdLD"  
[X Link](https://x.com/compound248/status/1786848431387861264)  2024-05-04T20:00Z 64.9K followers, 266.4K engagements


"Never deleting this app"  
[X Link](https://x.com/compound248/status/1816131654609703209)  2024-07-24T15:21Z 64.9K followers, 207.8K engagements


"Buffett on markets cash portfolio management and opportunism. I wouldnt do anything nearly so noble as to withhold investing myself just so Greg can look good later on. - Warren Buffett on the conspiracy that hes built $330 billion of cash to give a blank sheet to his successor Greg Abel. Says he would happily invest $100 billion tomorrow but the one problem with the investment business is things dont come along in an orderly fashion. The old man has still got it. Worth the listen"  
[X Link](https://x.com/compound248/status/1918703392009912395)  2025-05-03T16:25Z 64.9K followers, 415.7K engagements


"Im not crying; youre crying. No standing ovation has ever been more well-earned"  
[X Link](https://x.com/compound248/status/1918732846060966303)  2025-05-03T18:22Z 64.9K followers, 141.8K engagements


"🔥 Shots fired 🔥 If it makes a difference to you whether your stocks are down 15% you need to get a somewhat different investment philosophy The world is not going to adapt to you. You are going to have to adapt to the world. What has happened in the last [--] days is really nothingthis has not been dramatic Theres been three times since we acquired Berkshire that Berkshire has gone down 50%. Nothing was fundamentally wrong with the company at any time. - Warren Buffett on investment psychology at $BRK AGM 2025"  
[X Link](https://x.com/compound248/status/1919075424178425902)  2025-05-04T17:03Z 64.9K followers, 460.8K engagements


"Cant wait for this weeks All-In pod in which @chamath will re-pivot from last weeks pivot away from his prior pivot about the Big Beautiful Bill. It must be exhausting to not know what you believe until someone tells you"  
[X Link](https://x.com/compound248/status/1929979368824054158)  2025-06-03T19:11Z 64.9K followers, 146.3K engagements


"Anxiously awaiting the most unhinged and sharp pivot in @theallinpod Bestie history this week. Cant wait for this weeks All-In pod in which @chamath will re-pivot from last weeks pivot away from his prior pivot about the Big Beautiful Bill. It must be exhausting to not know what you believe until someone tells you. https://t.co/cEOa006xFo Cant wait for this weeks All-In pod in which @chamath will re-pivot from last weeks pivot away from his prior pivot about the Big Beautiful Bill. It must be exhausting to not know what you believe until someone tells you. https://t.co/cEOa006xFo"  
[X Link](https://x.com/compound248/status/1930703626399547528)  2025-06-05T19:09Z 64.9K followers, 138.3K engagements


"Incredible things are happening in the First Brands bankruptcy. What a reply"  
[X Link](https://x.com/compound248/status/1976285878751461765)  2025-10-09T13:57Z 64.9K followers, 270.1K engagements


"In [----] as dotcom mania peaked boring Main Street stocks were bottoming after underperforming massively for years. Small Value actually LOST 20% from mid-99 to the dot com peak in March [----]. Over the next [--] months the Nasdaq [---] lost 70% while small value earned +25%. 🤔 Wow https://t.co/y85cC2sEQl Wow https://t.co/y85cC2sEQl"  
[X Link](https://x.com/compound248/status/1984438937574670704)  2025-11-01T01:54Z 64.9K followers, 155.5K engagements


"Me: So Sarah youre asking the average American - whose job you want to replace with your AI overlord - to actually subsidize you developing that overlord Sarah (OpenAI CFO): Yes. I mean no. Well you see what had happened was Of course Sarah. Of course. Lets ask everyday workers to subsidize their job displacement technology. Seems reasonable. https://t.co/gfQXMByf4M Of course Sarah. Of course. Lets ask everyday workers to subsidize their job displacement technology. Seems reasonable. https://t.co/gfQXMByf4M"  
[X Link](https://x.com/compound248/status/1986404061059699077)  2025-11-06T12:03Z 64.9K followers, 103.3K engagements


"For the record: Last week - when I was the first in the world to clip @SamA slapping Brad for having the temerity to ask how a $13 billion business can afford $1.4 TRILLION in investment commitments - I did not intend to topple a domino that would take down the global financial system. Oops Sorry bout your 401K - my bad. Apparently if you ask @sama how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments he gets very defensive and starts to attack non-existent short sellers. I cannot wait for @OpenAI to be a public company."  
[X Link](https://x.com/compound248/status/1986525727634739612)  2025-11-06T20:06Z 64.9K followers, 182.3K engagements


"Jensen casually explains the killing of Investment Banking and Consulting Analyst programs. ☠ $NVDA 👀 EVERY SINGLE APPLICATION - Word Excel PowerPoint Photoshop Premier AutoCAD - you give me your favorite applicationI promise you it will be HIGHLY machine learned in the future. And on top of that youre going to have machines agents that help you use them. We know this for a FACT at this point. Fabulous discussion between @altcap his colleague and Jensen Huang"  
[X Link](https://x.com/compound248/status/1845489031276048601)  2024-10-13T15:37Z 64.9K followers, 367K engagements


"Berkshire Hathaway has financed much of its $24 billion in Japanese holdings with fixed cost yen denominated debt. It pays $135 million in interest. It receives $812 million in dividends. Warren Buffett might be good at this macro/arbitrage thing. $BRK"  
[X Link](https://x.com/compound248/status/1893318954006749534)  2025-02-22T15:16Z 64.9K followers, 196.3K engagements


"The time has arrived where Greg should become the Chief Executive Officer of Berkshire Hathaway at year-end. 💥 Warren Buffett broke the news at the close of the $BRK annual meeting. Hed only told his family - Greg Abel himself didnt know Greg will have all authority including capital allocation (eg investing and acquisitions)"  
[X Link](https://x.com/compound248/status/1918731710910349356)  2025-05-03T18:17Z 64.9K followers, 706.4K engagements

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