# ![@cultivatedbeta Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2369494194.png) @cultivatedbeta CB

CB posts on X about ai, $adbe, $pfix, $cls the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::2369494194/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2369494194/c:line/m:interactions.svg)

- [--] Week [---] +63%
- [--] Month [-----] -28%
- [--] Months [-----] +609%

### Mentions: [--] [#](/creator/twitter::2369494194/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2369494194/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::2369494194/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2369494194/c:line/m:followers.svg)

- [--] Week [---] +0.32%
- [--] Month [---] +0.95%
- [--] Months [---] +4.60%

### CreatorRank: undefined [#](/creator/twitter::2369494194/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2369494194/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.68% [cryptocurrencies](/list/cryptocurrencies)  14.74% [technology brands](/list/technology-brands)  13.68% [finance](/list/finance)  12.63% [countries](/list/countries)  3.16% [exchanges](/list/exchanges)  2.11% [currencies](/list/currencies)  2.11% [gaming](/list/gaming)  1.05% [fashion brands](/list/fashion-brands)  1.05%

**Social topic influence**
[ai](/topic/ai) 8.42%, [$adbe](/topic/$adbe) 3.16%, [$pfix](/topic/$pfix) 3.16%, [$cls](/topic/$cls) 3.16%, [$odet](/topic/$odet) 3.16%, [anthropic](/topic/anthropic) 2.11%, [in the](/topic/in-the) 2.11%, [$nvda](/topic/$nvda) 2.11%, [china](/topic/china) 2.11%, [$pool](/topic/$pool) 2.11%

**Top accounts mentioned or mentioned by**
[@arrakisglobal](/creator/undefined) [@kormleyk](/creator/undefined) [@mainridge](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@specialsits](/creator/undefined) [@contrariancurse](/creator/undefined) [@pythiar](/creator/undefined) [@twasluck1](/creator/undefined) [@jerrycap](/creator/undefined) [@junkbondinvest](/creator/undefined) [@investinjapan](/creator/undefined) [@atelicinvest](/creator/undefined) [@jason73821](/creator/undefined) [@ericjhonsa](/creator/undefined) [@gwinvestors](/creator/undefined) [@msvcap](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@buffalobillco](/creator/undefined) [@schopenhauercap](/creator/undefined) [@teng_mary](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Coldstack (CLS)](/topic/$cls) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PoolTogether (POOL)](/topic/$pool) [Microsoft Corp. (MSFT)](/topic/microsoft) [Carpenter Technology Corp (CRS)](/topic/$crs) [McKesson Corporation (MCK)](/topic/$mck) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bloom Energy Corporation (BE)](/topic/$be) [Energizer Holdings, Inc (ENR)](/topic/$enr) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Purr (PURR)](/topic/$purr) [Strategy (MSTR)](/topic/$mstr) [Hyperliquid (HYPE)](/topic/$hype) [Taiwan Semiconductor (TSM)](/topic/$tsm) [S&P Global Inc (SPGI)](/topic/$spgi) [DisChain (DIS)](/topic/$dis) [RELX PLC (RELX)](/topic/$relx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Ares Management, Corp. (ARES)](/topic/$ares) [Lowes Companies Inc (LOW)](/topic/$low) [Home Depot, Inc. (HD)](/topic/$hd) [SiteOne Landscape Supply, Inc. (SITE)](/topic/$site) [Salesforce Inc (CRM)](/topic/$crm) [Heroes of NFT (HON)](/topic/$hon) [Worthless Coin (WORTHLESS)](/topic/worthless) [UnitedHealth Group (UNH)](/topic/$unh) [Transportadora de Gas del Sur S.A. ADS (TGS)](/topic/$tgs) [Bedrock (BR)](/topic/$br) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Aercap Holdings N.V. (AER)](/topic/$aer) [Danaher Corporation (DHR)](/topic/$dhr) [Accenture (ACN)](/topic/accenture) [Herc Holdings Inc. (HRI)](/topic/$hri) [United Rentals, Inc. (URI)](/topic/$uri) [AhaToken (AHT)](/topic/$aht) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Western Digital Corp (WDC)](/topic/$wdc) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Woodward, Inc. (WWD)](/topic/$wwd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Writing outlook as I type this. Current hypothesis blow off the top in Q1/H1 [--]. Tax refund mask any consumer weakness Trump incentivized to win mid-terms at any cost AI returns are unknown anything US govt does is justifiable if one uses big enough numbers"  
[X Link](https://x.com/cultivatedbeta/status/2003391715546399049)  2025-12-23T09:06Z [---] followers, [---] engagements


"Druckenmiller does not miss"  
[X Link](https://x.com/cultivatedbeta/status/2018684564831408411)  2026-02-03T13:54Z [---] followers, [--] engagements


"Adding a ton of $BE. $40bn co can be $100bn co. $ENR backlog waaay higher than estimates"  
[X Link](https://x.com/cultivatedbeta/status/2021589804744417702)  2026-02-11T14:19Z [---] followers, [---] engagements


"This guy says rates to 3%. Added $BLDR to $RKT yesterday"  
[X Link](https://x.com/cultivatedbeta/status/2011066041967796351)  2026-01-13T13:21Z [---] followers, [---] engagements


"+ Small position in $PURR $MSTR of $HYPE Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid https://t.co/c06G8P7Zdx Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid https://t.co/c06G8P7Zdx"  
[X Link](https://x.com/cultivatedbeta/status/2018605095089504454)  2026-02-03T08:38Z [---] followers, [---] engagements


"@ContrarianCurse Why only one more time If you were running Anthropic had 20bn funding and were lining up for ipo what would you do Maybe release one feature every week so your TAM is infinite in the prospectus"  
[X Link](https://x.com/cultivatedbeta/status/2019534600372998501)  2026-02-05T22:12Z [---] followers, [--] engagements


"@PythiaR Can't degen in fund. Already maxed out $TSM and overweight $NVDA. Bag holding $SPGI in the fund like a true quality investor. I'm likely not the only one"  
[X Link](https://x.com/cultivatedbeta/status/2021614143380353251)  2026-02-11T15:55Z [---] followers, [---] engagements


"Maybe short $DIS"  
[X Link](https://x.com/cultivatedbeta/status/2021615352019362099)  2026-02-11T16:00Z [---] followers, [--] engagements


"and so it begins"  
[X Link](https://x.com/cultivatedbeta/status/2021560671020695795)  2026-02-11T12:23Z [---] followers, [--] engagements


"$RELX reports beat on top/bottomline. Announces 6% buyback in [----]. Trades at 15x clean earnings. And can barely stay green. And you want to buy software at 30x adjusted EPS and a 3% buyback that "offsets dilution" 12:24 PM Feb [--] 2026"  
[X Link](https://x.com/cultivatedbeta/status/2021908316490998087)  2026-02-12T11:24Z [---] followers, [---] engagements


"$amat says demand supply also in [----]. H2h1 in [----]. China demand higher than expected. Sounds good for $acmr"  
[X Link](https://x.com/cultivatedbeta/status/2022272098605928819)  2026-02-13T11:30Z [---] followers, [--] engagements


"Sartorius new [--] week low"  
[X Link](https://x.com/anyuser/status/1670695326628429824)  2023-06-19T07:29Z [--] followers, [--] engagements


"But everything priced in hence stock up. Imagine nailing $POOL and $DIM fundamentally but still lose money because stonks only go up"  
[X Link](https://x.com/anyuser/status/1682295619765846017)  2023-07-21T07:45Z [--] followers, [--] engagements


"Good #s from Partners Group but this really shouldn't trade at an $ARES multiple considering the latter generates 90% management fees"  
[X Link](https://x.com/anyuser/status/1698973453343134205)  2023-09-05T08:16Z [--] followers, [--] engagements


"@Twasluck1 I think they work if they hold on to prices. $POOL for example says they've never seen price deflation. $LOW / $HD believe the same thing. I'm skeptical re $POOL and also $SITE"  
[X Link](https://x.com/anyuser/status/1704040074000699687)  2023-09-19T07:49Z [--] followers, [---] engagements


"Tempted to buy $DSV as surely they'll run Schenker much much better"  
[X Link](https://x.com/cultivatedbeta/status/1841465150928298122)  2024-10-02T13:07Z [---] followers, [---] engagements


"@Main_Ridge $adbe. Not cheap on absolute basis but swings from AI winner to loser. Perhaps pendulum swung too hard. $crm. Agentforce event upcoming. If blue sky cannot be unproven. Master salesman CEO will sell ice to eskimos. $hon. Insert GE split stock chart. Its not as cheap though"  
[X Link](https://x.com/cultivatedbeta/status/1866241050173665500)  2024-12-09T21:58Z [---] followers, [--] engagements


"@Main_Ridge $lv/rms: luxury stays a buy. China play with western governance. If dollar ever weakens or yen stops being worthless margins recover as buying shifts back to HK and stocks surge"  
[X Link](https://x.com/cultivatedbeta/status/1866241400544620713)  2024-12-09T21:59Z [---] followers, [--] engagements


"@ArrakisGlobal I'd venture they do"  
[X Link](https://x.com/cultivatedbeta/status/1937068891022282822)  2025-06-23T08:43Z [---] followers, [--] engagements


"@KormleyK What does it do and why should it moon"  
[X Link](https://x.com/cultivatedbeta/status/1937237763339743614)  2025-06-23T19:54Z [---] followers, [--] engagements


"Is the best way to express long OpenAI still Broadcom/Celestica/Softbank and Microsoft or am I missing a gem buried in a small fund somewhere"  
[X Link](https://x.com/cultivatedbeta/status/1938612907635511296)  2025-06-27T14:58Z [---] followers, [---] engagements


"GS launches X7 index. That means tt is time to be even more overweight big tech"  
[X Link](https://x.com/cultivatedbeta/status/1939609304996442542)  2025-06-30T08:57Z [---] followers, [---] engagements


"If Figma lists at $13bn I'm a buyer"  
[X Link](https://x.com/cultivatedbeta/status/1940337230205370392)  2025-07-02T09:10Z [---] followers, [---] engagements


"@JerryCap Softbank going to push this through every (Japanese) university"  
[X Link](https://x.com/cultivatedbeta/status/1942950383795720354)  2025-07-09T14:14Z [---] followers, [--] engagements


"Very good piece on $UNH. Not the company no on the new CEO's stock comp. https://open.substack.com/pub/unlearningcfa/p/killer-comp https://open.substack.com/pub/unlearningcfa/p/killer-comp"  
[X Link](https://x.com/cultivatedbeta/status/1944773586402558317)  2025-07-14T14:58Z [---] followers, [---] engagements


"Meta building GW clusters"  
[X Link](https://x.com/cultivatedbeta/status/1945027069781455288)  2025-07-15T07:46Z [---] followers, [--] engagements


"$ASML gave another wonderful example of what not to say on an earnings call"  
[X Link](https://x.com/cultivatedbeta/status/1945491512713760971)  2025-07-16T14:31Z [---] followers, [---] engagements


"$iwg thesis as thought out as the $Bfit thesis. Management says. Full stop"  
[X Link](https://x.com/cultivatedbeta/status/1630554665711542274)  2023-02-28T13:05Z [---] followers, [---] engagements


"Missed $PGS Exactly the same inflection as RIG/BORR but thought it would happen later in the year"  
[X Link](https://x.com/cultivatedbeta/status/1632659729171333121)  2023-03-06T08:29Z [---] followers, [--] engagements


"I didnt have $TGS $PGS merger on my bingo card"  
[X Link](https://x.com/cultivatedbeta/status/1703657026637680773)  2023-09-18T06:27Z [---] followers, [---] engagements


"$TLT $PFIX ☹ That feeling when you're right but you didn't go for the jugular https://t.co/2uvWS6T6wE That feeling when you're right but you didn't go for the jugular https://t.co/2uvWS6T6wE"  
[X Link](https://x.com/cultivatedbeta/status/1707393222899540325)  2023-09-28T13:54Z [---] followers, [---] engagements


"@junkbondinvest $BR already launched BondGPT https://www.broadridge.com/press-release/2023/ltx-by-broadridge-launches-bondgpt https://www.broadridge.com/press-release/2023/ltx-by-broadridge-launches-bondgpt"  
[X Link](https://x.com/cultivatedbeta/status/1707394521221173357)  2023-09-28T13:59Z [---] followers, [---] engagements


"$psh difficult story they cant move to US even with HHc. And bill is really in charge even though IR tried to make it sound more consensus"  
[X Link](https://x.com/cultivatedbeta/status/1732076449794838937)  2023-12-05T16:36Z [---] followers, [---] engagements


"$GFL; levered beta boy play on stable industry. Like the CFO"  
[X Link](https://x.com/cultivatedbeta/status/1742205860149973261)  2024-01-02T15:27Z [---] followers, [--] engagements


"$USAP $AER $AVAP different plays on aeroplane shortage"  
[X Link](https://x.com/cultivatedbeta/status/1742205968677540141)  2024-01-02T15:27Z [---] followers, [--] engagements


"$DHR does not model v-shaped recovery but there might be one. Thanks for this really useful comment"  
[X Link](https://x.com/cultivatedbeta/status/1752354151411921306)  2024-01-30T15:32Z [---] followers, [---] engagements


"@InvestInJapan @atelicinvest Investinjapan-san What is the Accenture of Japan"  
[X Link](https://x.com/cultivatedbeta/status/1763898346781958587)  2024-03-02T12:05Z [---] followers, [---] engagements


"$RTO finally delivers and admits US slowdown was due to integration"  
[X Link](https://x.com/cultivatedbeta/status/1765653335518962059)  2024-03-07T08:18Z [---] followers, [---] engagements


"$BAVA Learning from past mistakes NVDA NVO LLY RHM. We are still early if its on Bloomberg. I hold a tiny position"  
[X Link](https://x.com/cultivatedbeta/status/1824354706589880589)  2024-08-16T07:57Z [---] followers, [---] engagements


"$HRI +10% on earnings but is this not still cheap relative to peers and a double if the gap closes I gues pushback is $URI/$AHT gained marketshare while $HRI flatlined. Any thoughts"  
[X Link](https://x.com/cultivatedbeta/status/1848744276206719036)  2024-10-22T15:12Z [---] followers, [---] engagements


"@ArrakisGlobal Fiscal year"  
[X Link](https://x.com/cultivatedbeta/status/1852099641447453155)  2024-10-31T21:25Z [---] followers, [--] engagements


"Why did I not act on this"  
[X Link](https://x.com/cultivatedbeta/status/1868749737362661791)  2024-12-16T20:07Z [---] followers, [--] engagements


"On another note $cls almost $100 and no longer cheap. But also not expensive"  
[X Link](https://x.com/cultivatedbeta/status/1868749900256887224)  2024-12-16T20:07Z [---] followers, [--] engagements


"I like $KDEF Korean Defense after European Defense It could work"  
[X Link](https://x.com/cultivatedbeta/status/1896924908325867881)  2025-03-04T14:05Z [---] followers, [--] engagements


"@ArrakisGlobal What is your view on RWE if Russian gas flows after a ceasefire"  
[X Link](https://x.com/cultivatedbeta/status/1904509980130058585)  2025-03-25T12:25Z [---] followers, [--] engagements


"Only regret is not buying more"  
[X Link](https://x.com/cultivatedbeta/status/1963539994972397823)  2025-09-04T09:49Z [---] followers, [---] engagements


"That said if $AVGO doubles from here $CLS triples. What do $CRDO and $LITE then do"  
[X Link](https://x.com/cultivatedbeta/status/1965549211887567020)  2025-09-09T22:53Z [---] followers, [---] engagements


"I feel like $ABNB Chesky kind of rather wants to run an AI company instead of ABNB But also like his enthusiasm and assertion that even ChatGPT UI isn't designed with AI in mind. It's still designed the way it was before AI. I for one want my answers before I ask them.😄"  
[X Link](https://x.com/cultivatedbeta/status/1965550473299341788)  2025-09-09T22:58Z [---] followers, [--] engagements


"$WDC CEO doing a decent job. Also GS analyst doing much better job than with $NVDA"  
[X Link](https://x.com/cultivatedbeta/status/1965896017745948818)  2025-09-10T21:51Z [---] followers, [---] engagements


"@KormleyK Ludicrous amount of DRAM. If High Performance DRAM means HBM then it is definitely time to buy more Kospi And also Micron then"  
[X Link](https://x.com/cultivatedbeta/status/1973372602463953111)  2025-10-01T13:01Z [---] followers, [--] engagements


"GS mathing on $CLS. 500% later"  
[X Link](https://x.com/cultivatedbeta/status/1978812169782169722)  2025-10-16T13:16Z [---] followers, [---] engagements


"I'm still 45% above sell-side consensus for [----] AI sales. Let's see where we end the year"  
[X Link](https://x.com/cultivatedbeta/status/1993238899251200296)  2025-11-25T08:42Z [---] followers, [---] engagements


"All I want for December is Hock Tan updating the SAM to $120bn. All I'm asking"  
[X Link](https://x.com/cultivatedbeta/status/1993345953039106455)  2025-11-25T15:48Z [---] followers, [---] engagements


"I want to buy BLDR somebody stop me"  
[X Link](https://x.com/cultivatedbeta/status/1993636295818514632)  2025-11-26T11:01Z [---] followers, [--] engagements


"Same with $ODFL"  
[X Link](https://x.com/cultivatedbeta/status/1993669233918853295)  2025-11-26T13:12Z [---] followers, [--] engagements


"$APO $KKR going up every time they speak at GS financials in December. This can't be actionable but it is"  
[X Link](https://x.com/cultivatedbeta/status/1998774145102823433)  2025-12-10T15:17Z [---] followers, [--] engagements


"Cut more AI Added $CRS and $WWD"  
[X Link](https://x.com/cultivatedbeta/status/2000587581151469661)  2025-12-15T15:23Z [---] followers, [--] engagements


"@KormleyK I've been so wrong on this. Literally sketched out why one should own Heidelberg for German Infra flows. Then went full double think to long Korea instead of the obvious US name"  
[X Link](https://x.com/cultivatedbeta/status/2003077016384614642)  2025-12-22T12:15Z [---] followers, [--] engagements


"High memory prices might dent narrative on TD Synnex. Laptops grew DD three Qs in row. Yes low margin. No I dont care Out completely"  
[X Link](https://x.com/cultivatedbeta/status/2008588738851672201)  2026-01-06T17:17Z [---] followers, [---] engagements


"@Jason73821 I thought and still think Kospi is firmly positioned; It's an AI bottleneck index with low valuations reaching an inflection. The president is pushing for 5k Tax breaks for investing locally Limited but broadening access to international investors"  
[X Link](https://x.com/cultivatedbeta/status/2010673707815944666)  2026-01-12T11:22Z [---] followers, [--] engagements


"Added smoll $NIKL in case this is the next one"  
[X Link](https://x.com/cultivatedbeta/status/2011105388356387167)  2026-01-13T15:57Z [---] followers, [--] engagements


"@WaterworldCapi1 Microsoft: everybody is long"  
[X Link](https://x.com/cultivatedbeta/status/2011332262244335698)  2026-01-14T06:59Z [---] followers, [--] engagements


"So many things brewing"  
[X Link](https://x.com/cultivatedbeta/status/2011360587515908272)  2026-01-14T08:51Z [---] followers, [--] engagements


"$ADBE told you they had no moat and you did not listen. $adbe figma deal getting blocked would be the funniest turn of events. I wonder what the the long thesis drifts into. $adbe figma deal getting blocked would be the funniest turn of events. I wonder what the the long thesis drifts into"  
[X Link](https://x.com/cultivatedbeta/status/2011365203678470539)  2026-01-14T09:10Z [---] followers, [---] engagements


"@EricJhonsa @WaterworldCapi1 Just because its priced in does not mean it cannot be priced in again"  
[X Link](https://x.com/cultivatedbeta/status/2011696253084844117)  2026-01-15T07:05Z [---] followers, [--] engagements


"Spot the odd one"  
[X Link](https://x.com/cultivatedbeta/status/2011787285973422304)  2026-01-15T13:07Z [---] followers, [--] engagements


"$ADBE CFO surely uses a lot of words to not say anything. He should do well in politics"  
[X Link](https://x.com/cultivatedbeta/status/2011795915695165469)  2026-01-15T13:41Z [---] followers, [--] engagements


"Trump just had to put a hold on the Kospi's rise. Korean Defense not hedging my Korean AI today"  
[X Link](https://x.com/cultivatedbeta/status/2013597284554989704)  2026-01-20T12:59Z [---] followers, [--] engagements


"Observation. $IGV breaking down just as much as $SMH yesterday. Software is no longer a safe haven when cyclicals are sold"  
[X Link](https://x.com/cultivatedbeta/status/2013932987822305283)  2026-01-21T11:13Z [---] followers, [---] engagements


"@special_sits $AEL: Read up on the $BAM tx. Intends to turn 50% cap light thus able to return massive amounts of capital. Trades 0.5xbook. $bam is acquiring another 10% at 40ish"  
[X Link](https://x.com/cultivatedbeta/status/1406528463352258563)  2021-06-20T08:24Z [---] followers, [--] engagements


"@special_sits $ODET: discount on discount on discount due to corp structure. Owns UMG and hard assets. [----] filled with catalysts to simplify structure. $BOL is less aligned with Vincent but much better liquidity"  
[X Link](https://x.com/cultivatedbeta/status/1406528870841454593)  2021-06-20T08:26Z [---] followers, [--] engagements


"@GWInvestors Agree that $ODET is where the moneys at but wouldnt $VIV be a quick 20% trade"  
[X Link](https://x.com/cultivatedbeta/status/1446755222878105602)  2021-10-09T08:31Z [---] followers, [--] engagements


"@MSVCap $odet"  
[X Link](https://x.com/cultivatedbeta/status/1479184161500012550)  2022-01-06T20:12Z [---] followers, [--] engagements


"CIEN blowout. Should not have trimmed. Regrets I've had a few"  
[X Link](https://x.com/cultivatedbeta/status/1999104428037603650)  2025-12-11T13:10Z [---] followers, [---] engagements


"Aerospace aftermarket AND AI Put a Heico multiple on it. Boom $FTAI https://t.co/STbTLdCIUe Boom $FTAI https://t.co/STbTLdCIUe"  
[X Link](https://x.com/cultivatedbeta/status/2006030789633318981)  2025-12-30T15:53Z [---] followers, [----] engagements


"Cant wait for someone to port all the Pokemon games to PS/Xbox in higher res + faster loading. Nintendo will copyright strike this Nintendo will copyright strike this"  
[X Link](https://x.com/cultivatedbeta/status/2017155321718817003)  2026-01-30T08:38Z [---] followers, [--] engagements


"I do not own enough $PFIX"  
[X Link](https://x.com/cultivatedbeta/status/1709211237613961607)  2023-10-03T14:18Z [---] followers, [---] engagements


"Now: Broker hikes RHM pricetarget by 40% based on Munich Security Conference takeaways. Soon: RHM trades at 3x sales vs Palantir at 78x. Disclosure: read Soros see bubble but not long"  
[X Link](https://x.com/cultivatedbeta/status/1892190674931314765)  2025-02-19T12:33Z [---] followers, [---] engagements


"$CRS Out immediately after earnings. I believe The aero trade of beat and raise is over. Also long bull on KKR. But sold that one as well after earnings. Holding on to APO into earnings. Alts look fairly valued. Bought a bit Avio because why not"  
[X Link](https://x.com/cultivatedbeta/status/1951245609760964955)  2025-08-01T11:36Z [---] followers, [---] engagements


"@ArrakisGlobal You read the tea leaves perfectly"  
[X Link](https://x.com/cultivatedbeta/status/1974104158124060914)  2025-10-03T13:28Z [---] followers, [--] engagements


"Interesting that $MCK and peers went down with momo names yesterday. Momo funds also long Pharma distribution. Maybe time to get out"  
[X Link](https://x.com/cultivatedbeta/status/1995845910371467550)  2025-12-02T13:22Z [---] followers, [--] engagements


"Are we ready for Kospi 6k https://www.yna.co.kr/view/AKR20251224043900002section=economy/all https://www.yna.co.kr/view/AKR20251224043900002section=economy/all"  
[X Link](https://x.com/cultivatedbeta/status/2003770207345787304)  2025-12-24T10:10Z [---] followers, [---] engagements


"I didn't last time but this time I shall buy $VSCO. Not going to miss it Twice"  
[X Link](https://x.com/cultivatedbeta/status/2009565323297505611)  2026-01-09T09:58Z [---] followers, [---] engagements


"@HatfieldCapital Just buy moar $MCK $CAH $ABG"  
[X Link](https://x.com/cultivatedbeta/status/2014652030426460291)  2026-01-23T10:50Z [---] followers, [--] engagements


"Mid-Feb it is"  
[X Link](https://x.com/cultivatedbeta/status/2014653370582093950)  2026-01-23T10:56Z [---] followers, [--] engagements


"Shorted $GLD [---] to hedge my AI. Also because AIBoomer AI"  
[X Link](https://x.com/cultivatedbeta/status/2018367126378099148)  2026-02-02T16:53Z [---] followers, [---] engagements


"$GLD ripping but still happy as PF ripping as well. Halting buy orders is that bullish"  
[X Link](https://x.com/cultivatedbeta/status/2018601888216678467)  2026-02-03T08:26Z [---] followers, [--] engagements


"GS allowing you take join the Anthropic train at $350bn and you're saying no"  
[X Link](https://x.com/cultivatedbeta/status/2018976430973931539)  2026-02-04T09:14Z [---] followers, [--] engagements


"$ZAL.DE down 15% after the previous 50%. It's priced in they said. Friendly reminder to skip Covid beneficiaries until we see what normalized sales/earnings look like"  
[X Link](https://x.com/cultivatedbeta/status/1540239189639417858)  2022-06-24T07:43Z [---] followers, [--] engagements


"@BuffaloBillCo @SchopenhauerCap Careful here. I recognize $TKWY patterns. Id also caution doling out sales multiples on unprofitable shrinking businesses. Zalando a dominating fashion player is also down 80-90% from its high and is actually profitable"  
[X Link](https://x.com/cultivatedbeta/status/1756079160726900887)  2024-02-09T22:14Z [---] followers, [---] engagements


"Another day another abysmall call by $RTO.l management. Blaming things on easter. I can understand the wait and see approach of the market. Missing guidance provided a few weeks ago in a arguably stable business = questions abound"  
[X Link](https://x.com/cultivatedbeta/status/1780967640330072143)  2024-04-18T14:32Z [---] followers, [---] engagements


"The KOSDAQ's recent strength is interpreted as stemming from news that the KOSPI [----] Special Committee has proposed the "KOSDAQ 3000" as its next goal. Time for KOSDAQ 5K https://www.khan.co.kr/article/202601260902001 https://www.khan.co.kr/article/202601260902001"  
[X Link](https://x.com/cultivatedbeta/status/2015707663116472424)  2026-01-26T08:45Z [---] followers, [--] engagements


"Lintec as HBM4 ramps Q2 [----] I'm thinking priced in but then again: FIX was not priced in HDDs not priced in SSDs not priced in DRAM not priced in So buying it tomorrow"  
[X Link](https://x.com/cultivatedbeta/status/2008831989663793368)  2026-01-07T09:24Z [---] followers, [--] engagements

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