# ![@convexititties Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1763355951480913920.png) @convexititties Convexititties, CFA

Convexititties, CFA posts on X about $snbr, stocks, ai, $oscr the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1763355951480913920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:interactions.svg)

- [--] Week [------] -37%
- [--] Month [-------] +236%
- [--] Months [-------] +2.20%
- [--] Year [---------] +305%

### Mentions: [--] [#](/creator/twitter::1763355951480913920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:posts_active.svg)

- [--] Month [--] -18%
- [--] Months [---] -11%
- [--] Year [---] +59%

### Followers: [-----] [#](/creator/twitter::1763355951480913920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:followers.svg)

- [--] Week [-----] +1%
- [--] Month [-----] +5.30%
- [--] Months [-----] +33%
- [--] Year [-----] +243%

### CreatorRank: [-------] [#](/creator/twitter::1763355951480913920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1763355951480913920/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  45.53% [stocks](/list/stocks)  23.58% [technology brands](/list/technology-brands)  7.32% [cryptocurrencies](/list/cryptocurrencies)  7.32% [countries](/list/countries)  3.25% [automotive brands](/list/automotive-brands)  1.63% [social networks](/list/social-networks)  1.63% [celebrities](/list/celebrities)  0.81% [exchanges](/list/exchanges)  0.81% [gaming](/list/gaming)  0.81%

**Social topic influence**
[$snbr](/topic/$snbr) 15.45%, [stocks](/topic/stocks) #2858, [ai](/topic/ai) 7.32%, [$oscr](/topic/$oscr) 7.32%, [$blne](/topic/$blne) #1, [short interest](/topic/short-interest) 4.88%, [bullish](/topic/bullish) 4.07%, [$hydtf](/topic/$hydtf) 4.07%, [the most](/topic/the-most) 4.07%, [$prpl](/topic/$prpl) 4.07%

**Top accounts mentioned or mentioned by**
[@valuechad](/creator/undefined) [@prollyballistic](/creator/undefined) [@chatsbc](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@dirtcheapbanks](/creator/undefined) [@dezbryant](/creator/undefined) [@alexcapital01](/creator/undefined) [@tickerplus](/creator/undefined) [@smallcapdisc](/creator/undefined) [@taobanker](/creator/undefined) [@blondesnmoney](/creator/undefined) [@bowtiedbroke](/creator/undefined) [@cnn](/creator/undefined) [@energydumbshit](/creator/undefined) [@leevalueroach](/creator/undefined) [@_riskfull](/creator/undefined) [@paulcerro](/creator/undefined) [@stockystockman1](/creator/undefined) [@michaelcrudele](/creator/undefined) [@sunny20735874](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Velo (VELO)](/topic/$velo) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [Vicor Corp (VICR)](/topic/$vicr) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Ethereum (ETH)](/topic/$eth) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Zoom Video Communications Inc (ZM)](/topic/$zm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Live view of me inhaling $BLNE shares"  
[X Link](https://x.com/convexititties/status/2021604495273128376)  2026-02-11T15:17Z [----] followers, [----] engagements


"$SPAIF exploded +17% today on the fifth highest volume day in the stocks history. Chartists can call it a C&H wedge or whatever all I know is the fundamentals warrant a higher share price. Blue skies"  
[X Link](https://x.com/convexititties/status/2022059729321955365)  2026-02-12T21:26Z [----] followers, [----] engagements


"Over the TTM: $2.4B R&D expense $1.3B operations expense $1.3B in G&A versus just $12.2B revenue talk about a bloated cost structure Is this not ripe for disruption by a leaner AI-enabled newcomer I bet there will be which will force $ABNB to lay-off tons to remain competitive. [----] employees Seriously Its a short $ABNB Airbnb forecast revenue for the first quarter; the guidance beat the average analyst estimate. Stock up 5% 1Q FORECAST Sees revenue $2.59 billion to $2.63 billion estimate $2.54 billion 4Q RESULTS Revenue $2.78 billion +12% y/y estimate $2.71 billion Gross booking"  
[X Link](https://x.com/convexititties/status/2022065210962375137)  2026-02-12T21:48Z [----] followers, [----] engagements


"AWM just disclosed a 6.6% stake in $BLNE. The fund previously bought: $VELO at $3 $RCAT at $1 $LASR at $10 $VICR at $40 $BKSY at $5 and so on Youre not bullish enough 🐝"  
[X Link](https://x.com/convexititties/status/2022379779958436020)  2026-02-13T18:38Z [----] followers, [----] engagements


"This fail just keeps getting worse and worse. Since I made the swap: $HIMS +112% $HYDTF -32% Terrible All you can do is laugh because the alternative is crying Congrats to all the $HIMS bulls 🎉 My biggest fail so far in [----] I swapped $HIMS at $24.07 for $HYDTF at $1.48. I was basically flat on my $HIMS position when I sold after a [---] month holding period. Since then: $HIMS +56% $HYDTF +14% Look at the $HIMS chart attached. I sold the literal bottom at $24.07. It https://t.co/H0km4GIhAI My biggest fail so far in [----] I swapped $HIMS at $24.07 for $HYDTF at $1.48. I was basically flat on my"  
[X Link](https://x.com/convexititties/status/1890051209274482790)  2025-02-13T14:51Z [----] followers, [----] engagements


"If transportation and delivery go autonomous how will $UBER make money I understand that the current narrative is that Uber is bullishly leaning into autonomy by forming partnerships with autonomous fleet operators like Waymo which sounds great at the surface. However why does Waymo or any other autonomous fleet operator need Uber The only argument Ive heard consistently is that because Uber already has millions of users. While this may have been extremely valuable in years past it has never been easier to rapidly scale users when you have a highly desirable product. We saw ChatGPT scale from"  
[X Link](https://x.com/convexititties/status/1943226115335569831)  2025-07-10T08:29Z [----] followers, [----] engagements


"Some $TICKER + (theme) ideas for 2026: $HYDTF (D2C healthcare) $BLNE (Real estate tokenization) $VLTLF (Supply chain independence) $TSLA (robotics) $SNBR (housing turnover) $GKPRF (public surveillance) $OSS (edge AI) $KRE (steeper YC and better economy) $ETH (network adoption)"  
[X Link](https://x.com/convexititties/status/2006038831741440148)  2025-12-30T16:25Z [----] followers, [----] engagements


"S&P Global Screener Transactions Transaction Type: Equity Capital Markets Follow-on Transaction Status: Announced/Completed Announced Date: Last [--] months Total Transaction Value: $5-15M 1) Discern which companies are serial-raisers and delete those from the list. 2) Look at the charts. Delete the stocks that were trading down leading up to the announcement. Then go company by company and discern which raises were to support legitimate new growth initiatives. Small caps often sell off indiscriminately when capital raises are announced which can present great opportunities to accumulate shares"  
[X Link](https://x.com/convexititties/status/2009276977643950163)  2026-01-08T14:52Z [----] followers, [---] engagements


"Eating Venezuelan for lunch today because I have been LIBERATED $SNBR"  
[X Link](https://x.com/convexititties/status/2011496020459282744)  2026-01-14T17:49Z [----] followers, [----] engagements


"Literally me but with $SNBR 🤣"  
[X Link](https://x.com/convexititties/status/2011820999663124758)  2026-01-15T15:21Z [----] followers, [----] engagements


"I believe that $BLNE will begin to generate meaningful free cash flow in [----]. With a capital-light operating model that cash generation should create surplus capital even while the business scales. The first thing I think theyll do with excess capital is redeem its Series A convertible preferreds which would prevent the issuance of 1.8M additional common shares. In such case fully converted share count would decline to 34.5M versus the 36.3M number I regularly cite. (Capital overview attached) The second thing I think theyll do is move to consolidate the independent mortgage banking"  
[X Link](https://x.com/convexititties/status/2012155132394307972)  2026-01-16T13:29Z [----] followers, [----] engagements


"As was prophesied $SNBR 🛌😴 Assuming going concerns are illegitimate as I believe Sleep Number $SNBR should signal to the market with 3Q earnings tomorrow that all near-term FCFs will be earmarked for share repurchases whereas it has previously signaled debt reductions. In fact I think that Sleep Assuming going concerns are illegitimate as I believe Sleep Number $SNBR should signal to the market with 3Q earnings tomorrow that all near-term FCFs will be earmarked for share repurchases whereas it has previously signaled debt reductions. In fact I think that Sleep"  
[X Link](https://x.com/convexititties/status/2016500101590466912)  2026-01-28T13:14Z [----] followers, [----] engagements


"Beeline $BLNE is not just a residential mortgage originator. Beelines DSCR loans are its most popular product and compete directly with commercial banks and credit unions not Rocket Mortgage $RKT. Beeline originates DSCR loans on properties up to [--] units which is notable because 5-10 unit properties have historically been captive to commercial banks and credit unions with rigid terms: 5-yr fixed rate terms fully amortizing structure 1.25x DSCR. Underwriting standards at banks are particularly tight these days. However Per Beelines AI ChatBot Bob Beeline offers DSCR loans on 5-10 unit"  
[X Link](https://x.com/convexititties/status/2017305276706075119)  2026-01-30T18:33Z [----] followers, [----] engagements


"$BLNE just announced that it amended the terms of its Series A convertible preferreds. These shares were originally not redeemable until July [--] [----] and at a conversion price of $1.75. Following the amendment these shares are immediately redeemable at $2.00 which reduces total potential dilution by 12%. Immediately following the amendment the holder of the Series A shares converted [-------] shares which resulted in the issuance of [------] new shares of $BLNE. Whats noteworthy is that Beeline committed to redeeming the balance of the Series A preferreds within the next [--] days for $2.5M. They"  
[X Link](https://x.com/convexititties/status/2017353835912597916)  2026-01-30T21:46Z [----] followers, 13K engagements


"I own $ZM for the Anthropic exposure"  
[X Link](https://x.com/convexititties/status/2018288121373192436)  2026-02-02T11:39Z [----] followers, [----] engagements


"$HYDTF $NURS.V just released [----] guidance for minimum revenue of $150M versus TTM revenue of $25M (6-fold increase). It also expects an adjusted EBITDA margin of 15-17%. $150M revenue x 16% EBITDA margin= $24M EBITDA What would be a fair multiple At least [--] That would mean the conservative equity value is $500M versus $182M today. I forget how many fully converted shares there are but its somewhere around 60M Equity value per share of at least C$8 The stock is going to moon today. https://twitter.com/i/web/status/2018324070375256519 https://twitter.com/i/web/status/2018324070375256519"  
[X Link](https://x.com/convexititties/status/2018324070375256519)  2026-02-02T14:02Z [----] followers, [----] engagements


"Here comes the boom 📈"  
[X Link](https://x.com/convexititties/status/2018353971610423314)  2026-02-02T16:01Z [----] followers, [----] engagements


"The information gap between market participants is just too wide on more liquid names. If you have a tiny account you should probably only be willing to go up cap in sectors that you have a deep expertise. If you are free of liquidity constraint it makes sense to use that to your advantage. https://twitter.com/i/web/status/2019794124442849408 https://twitter.com/i/web/status/2019794124442849408"  
[X Link](https://x.com/convexititties/status/2019794124442849408)  2026-02-06T15:23Z [----] followers, [----] engagements


"Software development job listings on Indeed are up 3.6% YTD. This doesnt mean that your SaaS stocks are destined to reinflate to 50x sales over time but it does challenge the narrative that AI advancements will result in increased unemployment as it appears that AI advancements are currently creating new demand faster than it is destroying old tasks. Any AI-driven labor market weakness is likely to first manifest in software and were just not seeing it yet. https://twitter.com/i/web/status/2020149410781421574 https://twitter.com/i/web/status/2020149410781421574"  
[X Link](https://x.com/convexititties/status/2020149410781421574)  2026-02-07T14:55Z [----] followers, 10.8K engagements


"The value proposition vanished. Labor inflation killed it. Five Guys employees make $25/hr now instead of $10. The server at Outback still makes $5/hr. The tip compensation structure shielded mid-tiers from labor inflation and eroded the low-end value prop. Only robots can save the low-end. https://twitter.com/i/web/status/2020173894712270899 https://twitter.com/i/web/status/2020173894712270899"  
[X Link](https://x.com/convexititties/status/2020173894712270899)  2026-02-07T16:32Z [----] followers, [----] engagements


"Lots of talking heads are bear posting this chart while neglecting to notice the trend reversal in early [--] The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb"  
[X Link](https://x.com/convexititties/status/2020501403152924969)  2026-02-08T14:14Z [----] followers, [----] engagements


"Elon was right Trump was in the Epstein files just not in the way that anyone expected 🚨 BREAKING: Files confirm Donald Trump BLEW THE WHISTLE on Jeffrey Epstein's disgusting activities in a [----] phone call with the police "TRUMP was one of the very first people to call" 👀 Trump said Ghislaine Maxwell is "evil" and "focus on her" Democrats are SPEECHLESS. https://t.co/Ak3CysQb1U 🚨 BREAKING: Files confirm Donald Trump BLEW THE WHISTLE on Jeffrey Epstein's disgusting activities in a [----] phone call with the police "TRUMP was one of the very first people to call" 👀 Trump said Ghislaine"  
[X Link](https://x.com/convexititties/status/2021209589321007265)  2026-02-10T13:08Z [----] followers, [---] engagements


"MORTGAGE RATES ARE DETERMINED BY SECONDARY MARKET DEMAND NOT FAKE TREASURY SPREADS. No one on the secondary market wants to buy a 6.00% MBS right now as it is fraught with prepayment risk. Its waaayyy more attractive to purchase 5.00% MBS at a discount to par with normal prepayment risk in my view. Mortgage rates are heading to 5.00% and below no matter talking heads say. Unpopular opinion: 1/ the concept of treasury spreads is fake. A bank is not a hedge fund; it is a relationship business. The only spread that truly matters is Marginal Cost of Funds (MCF) + [---] bp. 2/ the FFR is a proxy for"  
[X Link](https://x.com/convexititties/status/2021241649402196220)  2026-02-10T15:15Z [----] followers, [----] engagements


"Looking for micro cap financial services diamonds among the wreckage but so many of them became uninvestable through digital asset treasury pivots in [--] 😭"  
[X Link](https://x.com/convexititties/status/2021262816590565829)  2026-02-10T16:39Z [----] followers, [---] engagements


"The AI beneficiary thesis sounded interesting at first blush but then I saw that the Roach guy who buys dollars for fifty cents was long and immediately passed"  
[X Link](https://x.com/convexititties/status/2021578115147874703)  2026-02-11T13:32Z [----] followers, [----] engagements


"Theyre trying soooo hard to keep the lid on this thing. It hit $1.70 (+55%) with volume in pre-market on the heels of the definitive merger announcement. Unleash the beast $VRME"  
[X Link](https://x.com/convexititties/status/2021958025985372244)  2026-02-12T14:42Z [----] followers, [---] engagements


"@chat_SBC @DrewCohenMoney Wait till he finds out that the maids at said boutiques can build a state of the art website for bookings during their lunch break with Claude. Some moat. lol"  
[X Link](https://x.com/convexititties/status/2022000307702837429)  2026-02-12T17:30Z [----] followers, [---] engagements


"@dirtcheapbanks Private equity guys:"  
[X Link](https://x.com/convexititties/status/2022003886559834343)  2026-02-12T17:44Z [----] followers, [---] engagements


"Breadth = unhealthy market ❌ Narrow leadership = healthy market ✅ The bigger the hole you dig in your account between now and the next healthy market the less mentally prepared you'll be to trade that market. The bigger the hole you dig in your account between now and the next healthy market the less mentally prepared you'll be to trade that market"  
[X Link](https://x.com/convexititties/status/2022007948160168430)  2026-02-12T18:00Z [----] followers, [---] engagements


"Imagine what will happen to community bank profitability as AI implementations support a remix of the expense base from back office paper pushers to front office revenue producers"  
[X Link](https://x.com/convexititties/status/2022032388747092451)  2026-02-12T19:37Z [----] followers, [----] engagements


"Make it $50 $UBER Unpopular opinion: $UBER finishes [----] $60 Unpopular opinion: $UBER finishes [----] $60"  
[X Link](https://x.com/convexititties/status/2022036891747729672)  2026-02-12T19:55Z [----] followers, [----] engagements


"This morning Beeline $BLNE formally announced that its proprietary quality control software BlinkQC will be integrated into the Encompass loan origination system by ICE technology $ICE and the integration is expected to go live in [--] days. Encompass is the most widely used loan origination system in the U.S. licensed by [----] lenders nationwide. My takeaway: Getting distribution through $ICEs ecosystem is real validation and it also speaks to managements ability to execute partnerships with Tier-1 incumbents. Quietly bullish. http://BlinkQC.ai $ICE owns the NYSE and runs Encompass the digital"  
[X Link](https://x.com/convexititties/status/2018690682265784422)  2026-02-03T14:18Z [----] followers, [----] engagements


"This dude gets a lot of hate on this platform but the results speak for themself $orr"  
[X Link](https://x.com/convexititties/status/2019123834385813858)  2026-02-04T19:00Z [----] followers, 46.2K engagements


"Theyre basically pissing away [--] cents of every dollar they take in. AI is the great equalizer. Your margin is someone elses opportunity. Renters and landlords will benefit too. $ABNB Over the TTM: $2.4B R&D expense $1.3B operations expense $1.3B in G&A versus just $12.2B revenue talk about a bloated cost structure Is this not ripe for disruption by a leaner AI-enabled newcomer I bet there will be which will force $ABNB to lay-off tons to remain Over the TTM: $2.4B R&D expense $1.3B operations expense $1.3B in G&A versus just $12.2B revenue talk about a bloated cost structure Is this not ripe"  
[X Link](https://x.com/convexititties/status/2022306701613936786)  2026-02-13T13:47Z [----] followers, [----] engagements


"At least 25% of the annual budget must be going towards fraud. Weed it out. Reduce the deficit. Inflation would be [--]. Rates would come down and banks could pick up the slack of a smaller deficit with more lending. Lets re-privatize the American economy. https://t.co/c4EGNxcIkZ https://t.co/c4EGNxcIkZ"  
[X Link](https://x.com/convexititties/status/2022662484415406538)  2026-02-14T13:21Z [----] followers, [----] engagements


"Here was the catalyst: SPARC AI $SPAIF $SPAI.CN announced a key upgrade to its Overwatch platform to cater to the U.S. War Departments Drone Dominance initiative. It also announced that it has incorporated its U.S. subsidiary and commenced recruitment for key roles. The path towards commercialization continues with eyes set on the massive U.S. market. At just a $20M market cap the upside potential remains substantial in my view. $SPAIF exploded +17% today on the fifth highest volume day in the stocks history. Chartists can call it a C&H wedge or whatever all I know is the fundamentals warrant"  
[X Link](https://x.com/convexititties/status/2022665761777434761)  2026-02-14T13:34Z [----] followers, [---] engagements


"Pennsylvania banks. $SOME and $DIMC look cheap and $JUVF and $PNC look expensive"  
[X Link](https://x.com/convexititties/status/1912919782300528823)  2025-04-17T17:23Z [----] followers, [----] engagements


"@DezBryant RNs know that the slot cross never failed. Open across the middle. every time"  
[X Link](https://x.com/convexititties/status/1913901523437789647)  2025-04-20T10:24Z [----] followers, [----] engagements


"Forward Air $FWRD owns [--] bonded warehouses which should be worth significantly more in a high-tariff environment in my opinion"  
[X Link](https://x.com/anyuser/status/1913907163946246466)  2025-04-20T10:46Z [----] followers, 71.6K engagements


"I sold this Instagram page for $30000 [--] months ago (1.0x TTM revenue 100% profit margin). The primary monetization method was selling sponsored posts to drop shippers. That business model has gone to hell in a hand basket given recent tariff announcements so my timing was pretty good. Only problem is I dumped all of the proceeds into $link at $27. Im currently -50% 😂 Hodling"  
[X Link](https://x.com/anyuser/status/1914299508290207949)  2025-04-21T12:45Z [----] followers, [----] engagements


"Had a sugar momma in college (SEC school) for a semester she was also [--]. I was [--] at the time. She was recently divorced never had kids fit as can be. Only thing I wasnt crazy about was the short hair. Total minx. She was a CrossFit and pole dancing instructor. Insatiable sex drive. Said she didnt like guys her age because they couldnt keep up. She introduced me to a lot of new experiences shall we say lol Id go over a couple times a week usually and shed always have ribeyes in the fridge for me to take back. Also bought me a new iphone. Not sure why Im sharing this but Thanks for the"  
[X Link](https://x.com/convexititties/status/1915400356697182433)  2025-04-24T13:40Z [----] followers, 20.6K engagements


"Clear skies ahead for stocks until the $pdd zoomer flips back to bullish"  
[X Link](https://x.com/anyuser/status/1915850807540371567)  2025-04-25T19:30Z [----] followers, [----] engagements


"Id rather short value traps trading at single-digit P/Es than something at 100x sales like Palantir"  
[X Link](https://x.com/anyuser/status/1919015303536607516)  2025-05-04T13:04Z [----] followers, 23.9K engagements


"Smart money is way offsides with their underweight positioning as global liquidity is surging and sentiment has bottomed. Consensus was that retail buying the dip while institutions were selling was textbook bearish. Guess what Retail was right and the pros were wrong. The move up is just getting started imo we have a big wall of worry to climb. Have fun chasing pros"  
[X Link](https://x.com/convexititties/status/1921221927776973091)  2025-05-10T15:12Z [----] followers, 12K engagements


"Theres only one force that could possibly derail this melt up"  
[X Link](https://x.com/anyuser/status/1921877840561139902)  2025-05-12T10:39Z [----] followers, 26.3K engagements


"Oscar Health is $17/share. Management has guided to [----] GAAP EPS of $2.25 ex. Subsidies. A reasonable forward multiple for disruptive profitable and growing health insurer is at least 12x so the stock should be at least $27 in [---] years or $21 present value discounted back at 20%/yr. I believe that Oscar can achieve its guidance given managements long track record and tech advantages. Now what about a bull case Common sense says Trump wont want the bad optics of kicking [--] million people off health insurance ahead of midterm elections by eliminating enhanced subsidies so they are likely to"  
[X Link](https://x.com/convexititties/status/1922639029398290807)  2025-05-14T13:04Z [----] followers, [----] engagements


"Retail isnt dumb money anymore its just more money. The democratization of access via platforms like Robinhood combined with [--] years of passive wins rewired the game. Youre not seeing froth youre seeing scale. This isnt irrational. It is structural. Adapt or die. Retail traders bought $4.1 billion of U.S. Stocks during the first [--] hours of today's trading sessions the most in history 🚨🚨🚨 https://t.co/IooUGeT3xI Retail traders bought $4.1 billion of U.S. Stocks during the first [--] hours of today's trading sessions the most in history 🚨🚨🚨 https://t.co/IooUGeT3xI"  
[X Link](https://x.com/convexititties/status/1924916022345130493)  2025-05-20T19:51Z [----] followers, 17.6K engagements


"Havent been denied this much since I tried to get with the dumb thic Latina senior varsity volleyball star my freshman year of HS"  
[X Link](https://x.com/convexititties/status/1929875722069225498)  2025-06-03T12:20Z [----] followers, 10.4K engagements


"Replace processed sugars with fresh fruit. Call your loved ones instead of playing video games. When you feel like cranking hog take a cold shower instead. Read a book in place of doom-scrolling. Go for a run or lift rather than smoking weed. Short-term pleasure costs your long-term potential. Drink more water. Give more compliments. Get out of your comfort zone. Get off dating apps. Learn romance. Form one new meaningful connection per week. Your competition has never been more distracted take advantage. Dont be a gossip. Seek approval from your conscience not the crowd. Embrace"  
[X Link](https://x.com/convexititties/status/1930562179775807634)  2025-06-05T09:47Z [----] followers, [----] engagements


"What is this pattern called I like it"  
[X Link](https://x.com/convexititties/status/1930642703034806733)  2025-06-05T15:07Z [----] followers, [----] engagements


"Oscars fintwit army is growing by the day and most of them are illiterate. This reminds me of Hims in the low-20s. The investor base is highly concentrated at the tails of the IQ bell curve. Unbelievably bullish. $OSCR"  
[X Link](https://x.com/anyuser/status/1932445828020412689)  2025-06-10T14:32Z [----] followers, 45.3K engagements


"In my opinion were in the 3rd inning of the next great bull run and investors are already starting to get cautious. Thats a good sign. Bull markets climb walls of worries. Stay the course"  
[X Link](https://x.com/convexititties/status/1932808012298956937)  2025-06-11T14:31Z [----] followers, [----] engagements


"My condensed model on Oscar Health $OSCR versus current Street consensus estimates. I assume a partial extension of enhanced subsidies. I model [----] EPS of $3.55 ($4.00 bull caseincreased ICHRA uptake and Oscar+ growth). If I apply a 15x multiple to my base case and discount that future value back at 20% per year I arrive at a present value of $34/share. At a 20x multiple the PV is $45/share. At 20x the bull case the PV is $51/share. Current share price is $15.88"  
[X Link](https://x.com/anyuser/status/1935046848709865968)  2025-06-17T18:48Z [----] followers, 13.1K engagements


"$OSCR Oscars fintwit army is growing by the day and most of them are illiterate. This reminds me of Hims in the low-20s. The investor base is highly concentrated at the tails of the IQ bell curve. Unbelievably bullish. $OSCR Oscars fintwit army is growing by the day and most of them are illiterate. This reminds me of Hims in the low-20s. The investor base is highly concentrated at the tails of the IQ bell curve. Unbelievably bullish. $OSCR"  
[X Link](https://x.com/anyuser/status/1935377418681770024)  2025-06-18T16:41Z [----] followers, 25.5K engagements


"If youve recently purchased GOOG UBER V or MA its time for you to hang em up and go passive Champ. Just a retards humble opinion"  
[X Link](https://x.com/anyuser/status/1936052710400295268)  2025-06-20T13:25Z [----] followers, 20K engagements


"Shot/chaser. $OSCR I like the healthcare providers theme for [----] and my top way to play it is via $OSCR Shares are trading at a deep discount due to fears that Trump will axe the Affordable Care Act (ACA). Management guided to [----] EPS of $2.25+ assuming all ACA subsidies are rolled back. If https://t.co/BHDkTfiIuV I like the healthcare providers theme for [----] and my top way to play it is via $OSCR Shares are trading at a deep discount due to fears that Trump will axe the Affordable Care Act (ACA). Management guided to [----] EPS of $2.25+ assuming all ACA subsidies are rolled back. If"  
[X Link](https://x.com/convexititties/status/1936076548068852129)  2025-06-20T14:59Z [----] followers, [----] engagements


"$OSCR recent price action is reminiscent of $HIMS in December [--] Hims ripped from $19 to $35 then sold off back to $24. [--] months later $HIMS traded at $70. Im sticking by my $35-40 $OSCR target price range by year-end"  
[X Link](https://x.com/anyuser/status/1943107352946696605)  2025-07-10T00:37Z [----] followers, [----] engagements


"This is textbook bullish guys. Massive bull pennant breakout on extremely heavy volume with a successful retest of prior resistance. This is the move that weve been waiting [--] months for. Clear skies above. You know the fundamentals back it up too. $NURS $HYDTF"  
[X Link](https://x.com/anyuser/status/1943404824923353097)  2025-07-10T20:19Z [----] followers, [----] engagements


"The global money supply is expanding logarithmically while the supply of high-quality equity shares is growing at a much slower rate. Naturally equity prices should increase logarithmically in that environment. Thats exactly why SPY and QQQ look parabolic on a linear chart since [----]. Its not a bubble. Its basic supply and demand math. Nominal returns on scarce assets should steepen as capital supply outpaces asset supply. So no index P/E ratios arent frothy theyre adjusting to structural reality. Shove your valuation takes up your ass"  
[X Link](https://x.com/convexititties/status/1943612069263147139)  2025-07-11T10:03Z [----] followers, [----] engagements


"@alexcapital01 Not trying to burst any bubbles but"  
[X Link](https://x.com/convexititties/status/1945224065720979523)  2025-07-15T20:48Z [----] followers, [----] engagements


"We go down in a straight line till he flips bearish $oscr"  
[X Link](https://x.com/anyuser/status/1946217860948242850)  2025-07-18T14:37Z [----] followers, [----] engagements


"HEAR ME OUT PLEASE For the last [--] quarters each time $TSLA has reported earnings the stock has moved +/- 20-30% over the following 5-10 trading days. Tesla current trades at $327/share. If the stock remains flat going into earnings on Wednesday evening a +20-30% move would result in a share price of $392-425 by 8/1. Meme stocks are ripping. Crypto is ripping. Tesla just reclaimed all of its major moving averages. Elon is sleeping at the office. The Trump breakup and EV credit termination have been digested. The setup is ideal. Tesla will give robotaxi data and it is all but guaranteed to be"  
[X Link](https://x.com/anyuser/status/1947336780535239024)  2025-07-21T16:44Z [----] followers, [----] engagements


"Ive got a fat fucking pitch coming for you boys in [--] minutes"  
[X Link](https://x.com/convexititties/status/1947355875074523182)  2025-07-21T17:59Z [----] followers, 14.9K engagements


"Seeing a lot of people softly calling the top today. Respectfully I disagree. But what do I know Im just retarded"  
[X Link](https://x.com/convexititties/status/1947414697462190257)  2025-07-21T21:53Z [----] followers, [----] engagements


"$prpl and $snbr traded at peak EV / NTM sales valuations of 3.0x and 2.0x respectively in early [----]. If they were to revert to even more modest valuations of 2.0x and 1.5x respectively on cycle low sales estimates their share prices would increase to $8.15 and $63.31 respectively which implies 8x upside on the common. Then ask yourself what happens if and when net debt starts to go down as sales go up Spoiler: share price number get bigger. $prpl and $snbr remind me of $opad and $open respectively. $prpl is a smaller scale operator with a lower short interest (4%) and $snbr is larger with a"  
[X Link](https://x.com/anyuser/status/1947733127440568444)  2025-07-22T18:58Z [----] followers, [----] engagements


"The health insurance lobby is one of the most influential lobbies in DC. Health insurer earnings are getting crushed and all major players are at 5-10 year lows. Midterm elections are in [--] months. Campaigning is beginning to ramp. What do you think comes next Please dont overthink it. $OSCR $CNC $ELV $UNH"  
[X Link](https://x.com/anyuser/status/1948096446684856808)  2025-07-23T19:02Z [----] followers, [----] engagements


"Sleep Number is probably one of the most leveraged ways you can play the lower interest rate thesis. $SNBR If short-term rates come down [---] bps the floating interest rate on Sleep Numbers $550M credit facility would likely decrease in a proportional manner although the rate is partially driven by the Sleep Numbers leverage ratio. $5.5M of pre-tax interest savings would benefit annual EPS by $0.18 at a 25% tax rate and 22.7M shares. If [---] bp of Fed rate hikes result in a parallel downward shift in the yield coorve you get consumer mortgages at 5.5-6.0%. If the Fed also tapers its MBS run-off"  
[X Link](https://x.com/anyuser/status/1949067023381635158)  2025-07-26T11:19Z [----] followers, [----] engagements


"I own [--] stocks: Oscar Health Sleep Number and Hydreight Technologies. 2/3 have a short interest that represents 30% of the float: $OSCR and $SNBR Im long Oscar because there is absolutely no way that congressional republicans will let health insurance affordability evaporate for a significant part of its base just ahead of midterms and Oscar is the highest beta way to bet on an ACA subsidy extension. Im long Sleep Number because there is absolutely no way that Trump a RE mogul lets the housing market sit frozen with 7% consumer mortgages throughout his term. Sleep Number is the highest beta"  
[X Link](https://x.com/anyuser/status/1950875848044679532)  2025-07-31T11:07Z [----] followers, [----] engagements


"$SNBR the interim CFO Robert Ryder just bought 15k shares on the open market at $6.80/share. Probably nothing"  
[X Link](https://x.com/anyuser/status/1952462568779616361)  2025-08-04T20:12Z [----] followers, [----] engagements


"My quant is cooking bigly. Wait till he crunches the numbers and figures out that industry TCE is negative when you mark all loans to market. Short everything now. Banking collapse is imminent. Bank of America is sitting on $111 billion in unrealized bond losses from its [----] Treasury and MBS binge. If they had to mark it to market over half their tangible equity would vanish. The perfect cocktail for a silent banking collapse. A ticking timebomb in the system. Bank of America is sitting on $111 billion in unrealized bond losses from its [----] Treasury and MBS binge. If they had to mark it to"  
[X Link](https://x.com/anyuser/status/1952731337288237188)  2025-08-05T14:00Z [----] followers, 23.8K engagements


"Friendly reminder that Sleep Numbers short interest has surged by 2.2M shares since 5/30 with a likely average cost of $9. Short interest may even by higher now given the stock sold off 30% when it reported 2Q earnings. The stock is trading at $8.60 now after the interim CFO purchased 15k shares on the open market on 8/1. Soon those shorts might be underwater in my view which would contribute to buying pressure. I think the stock will re-rate to $20 very quickly followed by a more gradual rise to 30-40 by this time next year. $SNBR Record-high short interest for Sleep Number $SNBR on July 15."  
[X Link](https://x.com/anyuser/status/1952758128514080896)  2025-08-05T15:46Z [----] followers, 18.2K engagements


"The insider purchase woke up the quarter-zips. They sharpened their pencils and realized Sleep Number is likely trading at 2x [----] EBIT. The squeeze is on. $SNBR"  
[X Link](https://x.com/anyuser/status/1952766967842041998)  2025-08-05T16:21Z [----] followers, 16.5K engagements


"Lets say annual tariff revenue reaches $600B. Economic experts project 50% of that will be passed through to consumers. However said experts are generally r3tard3d in my view so Ill stick to my 20% guesstimate. 20% of $600B is $120B. Annual consumer spending in the USA is $20T. That said the tariffs represent a 6% headwind to consumer spending. The step-up will be one-time in nature in all likelihood although tariff rates could change over time. Given the USA runs an annual deficit $600B marginal Treasury issuance would decline by the full $600B. In fact USA annual marginal Treasury issuance"  
[X Link](https://x.com/convexititties/status/1953477518918353128)  2025-08-07T15:25Z [----] followers, [----] engagements


"Tom Lee and Michael Saylor are leveraging retail investor greed and ignorance to rapidly accumulate the building blocks upon which the defi system will be built. Its brilliant TBH. $MSTR $BMNR"  
[X Link](https://x.com/anyuser/status/1955326290912829548)  2025-08-12T17:51Z [----] followers, [----] engagements


"After todays +18% surge I estimate that 50% of Sleep Numbers short interest is now in an unrealized loss position. Thats [--] million shares or 4x the trailing [---] day average volume. Also the short interest climbed another 500K shares to 35% of float as of July [--]. If the PPI isnt red hot tomorrow I expect the squeeze will continue. A ton of meat left on this bone. $SNBR 😴🛌 Friendly reminder that Sleep Numbers short interest has surged by 2.2M shares since 5/30 with a likely average cost of $9. Short interest may even by higher now given the stock sold off 30% when it reported 2Q earnings."  
[X Link](https://x.com/convexititties/status/1955692168250896713)  2025-08-13T18:05Z [----] followers, 15.8K engagements


"Step aside Antonio theres a new sheriff in town 😂"  
[X Link](https://x.com/convexititties/status/1958165184356503853)  2025-08-20T13:52Z [----] followers, [----] engagements


"Look at KRE. Look at FLG. Look at ST USTs. The market is finally coming to terms with the inevitable. Nothing will stop the Trump lower rate agenda. It will advance by any means necessary. The Fed will cut substantially. Oh no LT rates will skyrocket Nope. Trump will get lower LT rates too. The new supply will be crushed to [--] and the Fed will absorb all duration. Oh no the dollar will plunge Nope. Foreigners will continue to transact in USD or well kill them all with drones from our living rooms. The dollar is still the cleanest dirty shirt in the hamper. This is just the way the World works."  
[X Link](https://x.com/convexititties/status/1960393505517248709)  2025-08-26T17:26Z [----] followers, [----] engagements


"And youre bearish 😂"  
[X Link](https://x.com/convexititties/status/1961416359792832806)  2025-08-29T13:11Z [----] followers, [----] engagements


"Almost everyone that buys a Sleep Number mattress finances it. Sleep Number currently offers 0% financing for [--] months. If rates decline the fee Sleep Number pays to its banking partner to offer these financing terms will decline which will reduce the SG&A margin. Just another example of how levered $SNBR is to lower rates"  
[X Link](https://x.com/convexititties/status/1963250696230174863)  2025-09-03T14:40Z [----] followers, [----] engagements


"Youre constantly FOMOing into the flavor of the week. Im establishing positions and waiting for the market to come to me. Thats why youre rich and Im poor 😂"  
[X Link](https://x.com/convexititties/status/1963295533029552318)  2025-09-03T17:38Z [----] followers, [----] engagements


"$NURS.V announced the completion of its C$11.5M convertible debt offering this morning. The debt comes with a 9% coupon and a conversion price of C$4.06. The offering was oversubscribed which demonstrates continued strong interest in the stock by institutional investors. I assume the debt will convert in [--] months given the forced conversion clause at C$5.08 just 27% above the current share price. That said related new share issuance should be 2.8M. Assuming all outstanding warrants and convertibles are exercised I peg fully diluted shares at 53M. Furthermore on the 3Q call Hydreight"  
[X Link](https://x.com/convexititties/status/1963630343522594857)  2025-09-04T15:48Z [----] followers, [----] engagements


"Imagine just sitting idly by as your ancestral homeland is gradually overrun by 3rd world parasites. European guys are so low-T and their ancestors must all be turning over in their graves"  
[X Link](https://x.com/convexititties/status/1963640662009479492)  2025-09-04T16:29Z [----] followers, [----] engagements


"My whole department is short on this stuff. They call me bedbug. They call me box spring boy. Soon:"  
[X Link](https://x.com/convexititties/status/1965078230089818154)  2025-09-08T15:42Z [----] followers, [----] engagements


"Never interrupt your opponent when he is making a mistake"  
[X Link](https://x.com/convexititties/status/1966481585231847473)  2025-09-12T12:38Z [----] followers, [----] engagements


"The guy with a $1M put position watching me bull post $SNBR every day: Never interrupt your opponent when he is making a mistake. Never interrupt your opponent when he is making a mistake"  
[X Link](https://x.com/convexititties/status/1966492406200570110)  2025-09-12T13:21Z [----] followers, [----] engagements


"Me seeing my giga-long on the latest conservative hit list: Boycott MSNBC advertisers. Smile Direct Club Office Depot Otezla Sleep Number Procter & Gamble GEICO Nutrisystem Bristol-Myers Squibb Progressive Freshpet Boycott MSNBC advertisers. Smile Direct Club Office Depot Otezla Sleep Number Procter & Gamble GEICO Nutrisystem Bristol-Myers Squibb Progressive Freshpet"  
[X Link](https://x.com/convexititties/status/1967204045447369187)  2025-09-14T12:29Z [----] followers, [----] engagements


"My work here is done. Been a pleasure gents ✌"  
[X Link](https://x.com/convexititties/status/1968324023076667500)  2025-09-17T14:39Z [----] followers, [----] engagements


"Me sitting on the outermost band of the equity risk curve waiting for the capital tsunami to crash into a nearly-bankrupt mattress stock with 40% short interest while everyone is posting triple-digit YTD gains from their AI stocks:"  
[X Link](https://x.com/anyuser/status/1974165494619136377)  2025-10-03T17:31Z [----] followers, [----] engagements


"Labor Day weekend is one of the two peak mattress buying seasons (Memorial Day). Per @tickerplus data web traffic at Sleep Number $SNBR Purple $PRPL and Mattressfirm $SGI surged to multi-year highs over Labor Day weekend. Furthermore sell-side firms Piper Sandler and Raymond James reported that their Labor Day weekend channel checks suggested positive year-over-year growth for the industry. The average Sleep Number customer is a married middle-aged to older upper-middle-class homeowner. These are typically asset owners that benefit from the K-shaped economic recovery. That said the sharp rise"  
[X Link](https://x.com/convexititties/status/1974226477978685823)  2025-10-03T21:34Z [----] followers, 11.4K engagements


"Sleep Number $SNBR is very likely trading at 10% of [----] sales versus $PRPL at 20% and $SGI at 250%. I like $SNBR because I can see a relatively clear path forward to a $150M of annual EBITDA and $2 of annual EPS through cost savings initiatives and a modest demand recovery (+low-SD). I also like it because the 40% short interest represents a lot of potential fuel to the upside. Also Sleep numbers vertically integrated structure is a distinct positive in my view which is why its gross margins are substantially above peers (60% versus 40%). It also represents another lever it can pull to drive"  
[X Link](https://x.com/convexititties/status/1974449285862212083)  2025-10-04T12:19Z [----] followers, [----] engagements


"Anon: Hey man been a while since weve caught up what are you liking these days Me: Sleep Number looks good here Anon:"  
[X Link](https://x.com/anyuser/status/1975197409732186166)  2025-10-06T13:52Z [----] followers, [----] engagements


"Web traffic across the mattress category is up sharply year over year signaling a rebound in organic consumer interest. Google search trends for mattress confirm this momentum. Because organic traffic is both free and higher-converting than paid this uptick suggests improving sales and profitability potential across the space. With Sleep Number ( $SNBR ) and Purple ( $PRPL ) set to report earnings in the next [--] weeks I expect results to come in well ahead of current Street expectations"  
[X Link](https://x.com/convexititties/status/1975541979493679174)  2025-10-07T12:41Z [----] followers, [----] engagements


"A good captain goes down (and hopefully up someday) with the ship 🫡 $SNBR I still think its a $20-30 stock if/when we get some positive developments in the housing market which I continue to expect sooner than later. Patience is hard when the rest of you geniuses are making millions on AI and quantum stocks in the meantime but I have to stick to what has worked for me in the past. I would get blown up instantly if I tried riding momentum"  
[X Link](https://x.com/anyuser/status/1975674081459540201)  2025-10-07T21:26Z [----] followers, 14.1K engagements


"Imagine youre a bank and you have a maturing multi-family loan that cant handle the rate reset from 3% to 6% from a DSCR perspective The borrower doesnt want to add equity as the property will still cash flow at the higher rate and the borrower expects lower future rates. That said the DSCR is just 1.10x at 6% instead of 1.50x at 3% which is below the 1.25x minimum to be bank quality. What do you do You cant simply tell the borrower to beat it because your lender worked a year to earn the relationship. Also the borrower has 10% of the remaining balance in DDA deposits with you plus a $2M"  
[X Link](https://x.com/anyuser/status/1978419791397294338)  2025-10-15T11:16Z [----] followers, 18.4K engagements


"Seeing a lot of midwits trying to spin this as bear fuel. Real bank-knowers understand that capital requirements have been way too high for too long especially given lower loss severities in recent years due to strong collateral appreciation from inflation. The leverage ratio is typically the most constraining capital requirement for community banks and this regulatory pivot aims to provide relief so that community banks can grow their balance sheets. (Boner fuel for BPOP bulls) Targeting the leverage ratio specifically makes me believe the primary objective of this regulatory reform is to"  
[X Link](https://x.com/anyuser/status/1978763219540799797)  2025-10-16T10:01Z [----] followers, 38.9K engagements


"What if I told you there was a stock with 40% short interest low float and high brand name recognition that was highly levered to lower interest rates and that has never posted an operating loss despite a 30% drawdown in industry unit volumes $SNBR"  
[X Link](https://x.com/anyuser/status/1980756539729232212)  2025-10-21T22:02Z [----] followers, 11K engagements


"Wayfair $W grew revenue 9% y/y (ex. Germany) which means it was the companys best growth quarter since early-2021 and the stock is +20% today. This is yet another data point that suggests that demand for home furnishings has bottomed despite continued housing transactions malaise in my opinion. Most of the home furnishing cohort is green today in sympathy and I believe there is significant upside to most of these stocks. I think the re-rate will be violent if and when it comes like a rubber band snapping back. Im particularly bullish on Sleep Number $SNBR"  
[X Link](https://x.com/convexititties/status/1983170653814472748)  2025-10-28T13:55Z [----] followers, [----] engagements


"Im tired of disproportionately subsidizing the lifestyle of fat lazy minorities that hate me. All they do is make themselves sick off processed garbage that I pay for and then Im stuck with their doctors bill too. Time to cut off the head of the snake. 65% OF SNAP PARTICIPANTS ARE OVERWEIGHT OR OBESE 65% OF SNAP PARTICIPANTS ARE OVERWEIGHT OR OBESE"  
[X Link](https://x.com/convexititties/status/1983507346077696142)  2025-10-29T12:12Z [----] followers, [----] engagements


"$HYDTF expects operating expenses to be flattish in [----] as lower technology expense offsets higher personnel from expected hires. Meanwhile VSDHOne orders are likely to grow from 1.3M to 5M with scaling gross margins. The operating leverage gains will be pornographic. 6M orders with average AOV of $45 CAD is $270M CAD rev if margin is 25% thats $68M CAD GP less $16M CAD opex is $52M CAD EBT call it $42M CAD NI from VSDHOne alone. Easily worth 30x multiple so $1.25B CAD valuation on the low-end and call it 55M shares so $22.90 CAD/share for VSDHOne alone even if you attribute all of the other"  
[X Link](https://x.com/anyuser/status/1987208799267008730)  2025-11-08T17:21Z [----] followers, [----] engagements


"$GKPRF is quietly building the backbone of safer and smarter transportation with its end-to-end video and data solutions for school buses and transit systems. Contract wins with Tier [--] transit agencies are stacking up (C$35M in the past three months) and high-margin recurring revenue from video and cloud services is growing geometrically. With a multi-billion dollar TAM and only about C$30M in annual revenue the runway for growth is enormous. The stock recently traded as high as $2.20 USD compared with $1.60 today a 27% pullback after a C$10M PIPE at C$2.10. I estimate FDSO at roughly 113M"  
[X Link](https://x.com/anyuser/status/1987968156074156229)  2025-11-10T19:38Z [----] followers, [----] engagements


"When you stumble upon a burner thats absolutely dishing out alpha and it isnt followed by @taobanker or @blondesnmoney yet"  
[X Link](https://x.com/convexititties/status/1988345835432689993)  2025-11-11T20:39Z [----] followers, [----] engagements


"This is going to ruffle some feathers but Real turkey knowers understand that you should never get a turkey [--] lbs Once you get bigger than that its too unnatural. It doesnt cook right. Instead of the 20+ lb monster try two 12s this year: double the skin double the drum sticks and much moister breast meat. Also contrary to popular belief you can over brine. Keep it to [--] hr per pound otherwise the texture starts going to hell. Wet brine is the best. And before you put it on the Big Green Egg separate the skin from the meat and jam as much softened garlic butter as you can in there. Low and"  
[X Link](https://x.com/anyuser/status/1989679190245806521)  2025-11-15T12:57Z [----] followers, [----] engagements


"Me: May I meet you Her:"  
[X Link](https://x.com/convexititties/status/1989855119765057948)  2025-11-16T00:36Z [----] followers, [----] engagements


"Many said $SNBR would never see $7 again. I wonder what they will think at $10 then $15 🤔"  
[X Link](https://x.com/convexititties/status/1996683016526352684)  2025-12-04T20:48Z [----] followers, [----] engagements


"You can buy a well-run micro cap bank Citizens Bancorp $CZBT for 93% of tangible book value and 7x [----] estimates. The bank has tons of capital (13.6% TCE/TA) and liquidity (58% L/D as well as strong profitability (1.7% TTM ROA) due to its strong core deposit franchise (24% NIB). The bank is actively repurchasing its stock. $CZBT is one of the smallest publicly traded banks in Virginia with assets of $570M and the bank has been around since the late-1800s. Its deposits are primarily concentrated in the rural Nottoway VA and Amelia VA MSAs in southern/central VA. $CZBT trades OTC with a $75M"  
[X Link](https://x.com/convexititties/status/1998450139405418979)  2025-12-09T17:50Z [----] followers, [----] engagements


"Comfort is the enemy. Constantly take on new challenges that will push you to your physical mental and spiritual limits. Discomfort = growth. Be a man"  
[X Link](https://x.com/convexititties/status/2003796108829774322)  2025-12-24T11:53Z [----] followers, [----] engagements


"The first question I always ask after hearing an alluring stock pitch is do you have a position If the answer is no or not yet thats a hard stop for me no matter how convincingly it was pitched. Common sense says that if the stock pitcher really found the opportunity to be that compelling they would have secured a position before they started disseminating their thesis and they should be proud to show it. Tune out the noise. Actions speak louder than words"  
[X Link](https://x.com/convexititties/status/1885755015882518607)  2025-02-01T18:20Z [----] followers, [----] engagements


"With 80% of my account equity reporting next week the outcome is most likely binary: 1) my portfolio gets nuked and you get to witness a spectacular crash out in real time. 2) my portfolio soars and I prove all of the doctors wrong. Time to spin the chamber Boris. Sincerely Retarded (until proven otherwise)"  
[X Link](https://x.com/convexititties/status/1885828034508275868)  2025-02-01T23:10Z [----] followers, 11.4K engagements


"Something tells me Im going to miss out on generational wealth by not owning $mvis"  
[X Link](https://x.com/convexititties/status/1894816001629282578)  2025-02-26T18:25Z [----] followers, [----] engagements


"Ok bonds crashing two days in a row as equities waterfall has me kinda fearful ngl"  
[X Link](https://x.com/convexititties/status/1909701892915237059)  2025-04-08T20:16Z [----] followers, [----] engagements


"Kicking yourself because youre underweight and the hasty trade war resolution seems so obvious in hindsight Dont worry theres still time to fade another market misconception: fiscal austerity. How am I playing it $OSCR If enhanced subsidies are extended (they will be) Oscar likely prints EPS of $3.00 in [----]. Conservatively I would expect a 12-15x multiple. The stock closed at $17.11 on Friday"  
[X Link](https://x.com/convexititties/status/1921885171831214319)  2025-05-12T11:08Z [----] followers, 10.6K engagements


"Coworker: are you a top-down or bottom-up kind of guy Me: top-down then bottom-up Coworker: walk me through your thought process. Me: When the top comes down it usually gets me good and ready for when the bottom comes up Coworker: what are you talking about Me: what are you talking about"  
[X Link](https://x.com/convexititties/status/1921917876195250365)  2025-05-12T13:18Z [----] followers, 22.6K engagements


"@BowTiedBroke One time I got stuck in an uber for an hour and the driver talked my ear off the entire time about his lifestyle in a gay nudist colony. All I could think was wtf has gone on in the seat Im sitting in"  
[X Link](https://x.com/convexititties/status/1947266988092350895)  2025-07-21T12:06Z [----] followers, [----] engagements


"Try to stay one step ahead of the market. Chasing $open or even $opad at these levels is not ideal. The thesis at least for me was that mortgage rates are heading lower one way or another which would support a rebound in housing market activity. Thats why I loaded $OPAD calls when the stock was $1/share. Now that a housing market rebound is becoming priced in you should be asking yourself what are the second or third order effects of a housing market rebound Heres how I think about it: Lots of homeowners are sitting on mountains of untapped home equity given the sharp rise in RE values since"  
[X Link](https://x.com/anyuser/status/1947360743072141724)  2025-07-21T18:19Z [----] followers, 25.4K engagements


"My son in [--] years when he finds out were only poor because I was trying to bottom tick mattress stocks during the AI Industrial Revolution"  
[X Link](https://x.com/anyuser/status/1954903212320039124)  2025-08-11T13:50Z [----] followers, 43.3K engagements


"Whos Jackson and whats so good about her hole"  
[X Link](https://x.com/convexititties/status/1958229603794710981)  2025-08-20T18:08Z [----] followers, [----] engagements


"This must slap if youre retarded lol Sure thing Toilet King. See Mamdani already knows he's being filmed and the spotter is already set to spot and the event is called "Men's Day" and Mamdani and his people already know the other side portrays him as weak and will jump on any "Mamdani is a pussy" narrative. By https://t.co/ChBEPJxGZA Sure thing Toilet King. See Mamdani already knows he's being filmed and the spotter is already set to spot and the event is called "Men's Day" and Mamdani and his people already know the other side portrays him as weak and will jump on any "Mamdani is a pussy""  
[X Link](https://x.com/convexititties/status/1959682694943592525)  2025-08-24T18:22Z [----] followers, [----] engagements


"You dont hate @cnn enough We think the Cracker Barrel rebrand sucks too https://t.co/XSzZcVQVd0 We think the Cracker Barrel rebrand sucks too https://t.co/XSzZcVQVd0"  
[X Link](https://x.com/convexititties/status/1960509718629142890)  2025-08-27T01:08Z [----] followers, [----] engagements


"Marrying a hot foreigner with body image and daddy issues was the greatest investment Ive ever made. It just simply doesnt get any better. Highly recommend"  
[X Link](https://x.com/convexititties/status/1961037534575604041)  2025-08-28T12:05Z [----] followers, [----] engagements

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