#  @davey_juice Bill 'Latency Lord' Brennan Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates. ### Engagements: [------] [#](/creator/twitter::1454132363529699329/interactions)  - [--] Week [---------] +3,274% - [--] Month [---------] +586% - [--] Months [---------] +433% - [--] Year [----------] +376% ### Mentions: [--] [#](/creator/twitter::1454132363529699329/posts_active)  - [--] Week [---] +24% - [--] Month [---] -2.70% - [--] Months [-----] +68% - [--] Year [-----] +170% ### Followers: [-----] [#](/creator/twitter::1454132363529699329/followers)  - [--] Week [-----] +0.67% - [--] Month [-----] +2.30% - [--] Months [-----] +46% - [--] Year [-----] +87% ### CreatorRank: [-------] [#](/creator/twitter::1454132363529699329/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 78.42% [finance](/list/finance) 28.42% [technology brands](/list/technology-brands) 25.26% [social networks](/list/social-networks) 4.74% [countries](/list/countries) 4.21% [cryptocurrencies](/list/cryptocurrencies) 1.05% [celebrities](/list/celebrities) 1.05% [gaming](/list/gaming) 0.53% [exchanges](/list/exchanges) 0.53% [financial services](/list/financial-services) 0.53% **Social topic influence** [$crdo](/topic/$crdo) #5, [$app](/topic/$app) #10, [$rbrk](/topic/$rbrk) #7, [$nvda](/topic/$nvda) #451, [ai](/topic/ai) 7.37%, [$dlo](/topic/$dlo) #4, [$meli](/topic/$meli) #24, [$now](/topic/$now) #192, [company](/topic/company) #1264, [$net](/topic/$net) #10 **Top accounts mentioned or mentioned by** [@novakrosicky](/creator/undefined) [@daveyjuice](/creator/undefined) [@capexandchill](/creator/undefined) [@drowsyinvestor](/creator/undefined) [@grok](/creator/undefined) [@manthantweets1](/creator/undefined) [@park_invest](/creator/undefined) [@firstadopter](/creator/undefined) [@logicalthesis](/creator/undefined) [@rogercomred](/creator/undefined) [@bentengolds](/creator/undefined) [@bestinvestorevr](/creator/undefined) [@averagedipbuyer](/creator/undefined) [@lowalphahighvol](/creator/undefined) [@fromvalue](/creator/undefined) [@cjslattery](/creator/undefined) [@coinviction](/creator/undefined) [@nachonnmdr](/creator/undefined) [@ph0enixsmith](/creator/undefined) [@lucha_stocks](/creator/undefined) **Top assets mentioned** [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [AppLovin Corporation (APP)](/topic/$app) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DLocal Limited (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Now Coin (NOW)](/topic/$now) [Cloudflare, Inc. (NET)](/topic/$net) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Astera Labs, Inc. (ALAB)](/topic/$alab) [NuCypher (NU)](/topic/$nu) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Sea Limited (SE)](/topic/$se) [Datadog Inc (DDOG)](/topic/$ddog) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Zscaler Inc (ZS)](/topic/$zs) [Advanced Micro Devices (AMD)](/topic/$amd) [Reddit, Inc. (RDDT)](/topic/$rddt) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc. (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Snowflake Inc. (SNOW)](/topic/$snow) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Salesforce Inc (CRM)](/topic/$crm) [ServiceNow Inc (NOW)](/topic/servicenow) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Unity Software Inc. (U)](/topic/$u) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [4 (FOUR)](/topic/$four) [Asana, Inc. (ASAN)](/topic/$asan) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Workday Inc (WDAY)](/topic/$wday) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts Top posts by engagements in the last [--] hours "Added more $alab at [---] This sell off is beautiful but it's still a bit overvalued here imo However it does deserve some kind of premium The market will determine the premium in time as well as their future growth" [X Link](https://x.com/davey_juice/status/2022013831778894006) 2026-02-12T18:23Z [----] followers, [----] engagements "@RHouseResearch I hate toast. For me my last [--] plays are $dlo and $four Made 130% in realized gains on $adyen at least in mean time" [X Link](https://x.com/davey_juice/status/1986507161170502107) 2025-11-06T18:53Z [----] followers, [---] engagements "$asan CEO should use his money to buy more shares instead of making the world a more dangerous place Dustin Moskowitz is a horrible human who pays for the bail of murderers https://t.co/gMGdKAHdiO Dustin Moskowitz is a horrible human who pays for the bail of murderers https://t.co/gMGdKAHdiO" [X Link](https://x.com/davey_juice/status/2003791542373544018) 2025-12-24T11:35Z [----] followers, [---] engagements "$glbe has been in a battle with [--] for what seems like forever What happens next [--] becomes floor [--] remains ceiling [--] becomes floor [--] remains ceiling" [X Link](https://x.com/davey_juice/status/2006094193383403627) 2025-12-30T20:05Z [----] followers, [---] engagements "$dlo $glbe $snow $nu are great examples of this off top of my head The only one I bought properly after waiting for a dip (& validation of thesis) was $nu The most popular private companies are the worst IPOs to buy. Better off waiting for a big pullback. The most popular private companies are the worst IPOs to buy. Better off waiting for a big pullback" [X Link](https://x.com/davey_juice/status/2006124161479971266) 2025-12-30T22:04Z [----] followers, [----] engagements "I now have only 2.2x more $meli in my portfolio than $se In the past year or two it was 5-10x. I feel that they both have very good futures ahead. TBD" [X Link](https://x.com/davey_juice/status/2012003854754463839) 2026-01-16T03:27Z [----] followers, [----] engagements "People keep mentioning $team p.e I keep looking for the earnings I cant seem to find them. SBC is 100% of OCF and 26% of Revenue $TEAM Its zero $ for shareholders zero I really didnt think it was going to be this bad https://t.co/7vAwk1W1Yk SBC is 100% of OCF and 26% of Revenue $TEAM Its zero $ for shareholders zero I really didnt think it was going to be this bad https://t.co/7vAwk1W1Yk" [X Link](https://x.com/davey_juice/status/2013605755048345993) 2026-01-20T13:33Z [----] followers, [----] engagements "$ddog trades like it has schizophrenia" [X Link](https://x.com/davey_juice/status/2014690123565224370) 2026-01-23T13:22Z [----] followers, [----] engagements "Added a bunch more $crdo in 128s Likely my favorite play here for high upside r/r Multiple can continue to compress and my buys will yield higher returns I don't pretend to be a valuation expert based on past data I simply sum up my thoughts on the future into numbers as best I can Who knows how low it can go wouldn't be all that shocked if we see [---] or even [---] tested but I will buy on the way down one of my top [--] positions now if I remember correctly I'm very confident on this one but it's up to you to do research and understand https://twitter.com/i/web/status/2015914238229860648" [X Link](https://x.com/davey_juice/status/2015914238229860648) 2026-01-26T22:26Z [----] followers, [----] engagements "$DLO intends to release financial results for its fourth fiscal quarter ended December [--] [----] on March [--] [----] after market close" [X Link](https://x.com/davey_juice/status/2016021758378172870) 2026-01-27T05:33Z [----] followers, [----] engagements "$CRDO [--] takeaways from below quote [--]. AI clusters fail bc of the network not GPUs. When you connect tens/hundreds of thousands of GPUs even small optical link issues can ripple through the system & crash entire cluster. [--]. Optical links are a major source of instability at scale. Customers see far more intermittent failures from lasers than from copper which makes optics a reliability problem not just a cost or power choice. [--]. Some builders like xAI are redesigning data centers to avoid optics entirely. By using liquid cooling & packing racks closer together they can switch to copper AECs &" [X Link](https://x.com/davey_juice/status/2016097555893866721) 2026-01-27T10:34Z [----] followers, [----] engagements "Trimmed [--] $rbrk at [-----] pre market and added back [--] here at [-----] now Dipping on the shit co $cvlt er is hilarious Many on fintwit who don't know sw think that these companies are in the same ballpark They're not so thanks $cvlt for making my trim look good earlier" [X Link](https://x.com/davey_juice/status/2016185857674195190) 2026-01-27T16:25Z [----] followers, [----] engagements "Trimmed some $nu [-----] $meli [----] This will allow me to buy the dips hard if they come or if not get some margin relief. Still quite bullish simply routine trims bc I'm on margin. Will also allow me to buy these shares back confidently lower" [X Link](https://x.com/davey_juice/status/2016221975715217892) 2026-01-27T18:49Z [----] followers, [----] engagements "Added [--] more $rbrk in low 62s Other than $app it's the only saas company I have my eyes on here Clear best play in cyber imo now that $zs and $crwd have saturated their markets and are on the other side of S curve" [X Link](https://x.com/davey_juice/status/2016262515282350133) 2026-01-27T21:30Z [----] followers, [----] engagements "@Eyal__Weiss It's getting sold off hard on $cvlt Not the first time this has happened Last 2x it happened $rbrk showed that there is no correlation" [X Link](https://x.com/davey_juice/status/2016263800857436251) 2026-01-27T21:35Z [----] followers, [---] engagements "$rbrk at 12.5B market cap Excluding cash even they are trading at roughly 6.5x the run rate I expect them to hit by 4q next year. I don't know what other cyber play you would even think of buying at this point. Diff part of industry but: $crwd would have to stay flat for like a decade or have stock crash to be at similar valuation w current expected growth rates and we already know $crwd doesn't care about gaap profits (growth is barely over 20% and they haven't shown any signs of the next phase still act as if they're growing 50%). $crwd market relatively saturated and have to buy other" [X Link](https://x.com/davey_juice/status/2016425468782678153) 2026-01-28T08:17Z [----] followers, [----] engagements "$CRDO I will be adding to this thread as I get time. One of the best positioned companies I've seen even after the last [--] years of immense success that very few saw coming $CRDO [--] takeaways from below quote [--]. AI clusters fail bc of the network not GPUs. When you connect tens/hundreds of thousands of GPUs even small optical link issues can ripple through the system & crash entire cluster. [--]. Optical links are a major source of instability at $CRDO [--] takeaways from below quote [--]. AI clusters fail bc of the network not GPUs. When you connect tens/hundreds of thousands of GPUs even small optical" [X Link](https://x.com/davey_juice/status/2016492229888561398) 2026-01-28T12:43Z [----] followers, [----] engagements "$rbrk stock with less jump in stock price than a white guy with bad knees" [X Link](https://x.com/davey_juice/status/2016513834836492742) 2026-01-28T14:08Z [----] followers, [----] engagements "I think the answer is yes. I warned how badly she was trading a few weeks back around [--]. Don't be surprised if $rbrk hits 50s Also equally wouldn't be surprised when it goes a lot higher eventually The lower the price the more the safety and higher the potential return. Don't be emotional be logical Does $rbrk see the 50s this year Does $rbrk see the 50s this year" [X Link](https://x.com/davey_juice/status/2016514513739129177) 2026-01-28T14:11Z [----] followers, [----] engagements "My order to trim $meli hit at 2330ish" [X Link](https://x.com/davey_juice/status/2016541992893739493) 2026-01-28T16:00Z [----] followers, [----] engagements "Added more $crdo at 127.55" [X Link](https://x.com/davey_juice/status/2016545331400335376) 2026-01-28T16:14Z [----] followers, [----] engagements "Market refuses to understand $rbrk and $crdo I have been sticking my neck out to defend these companies that market doesn't seem to try to understand even I ain't even mad though $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and it was/is evident from results of competition but market think cyber resilience market is shrinking While there is explosion of data & AI demand https://t.co/eo8ZigQBMc $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and it" [X Link](https://x.com/davey_juice/status/2016563005186625724) 2026-01-28T17:24Z [----] followers, [----] engagements "$CRDO This man is smart $CRDO $META $MSFT capex explosion continues $META $115-$135b vs $72b in [--] $MSFT capex increased 66% YoY to $37.5b vs $34b est $CRDO $META $MSFT capex explosion continues $META $115-$135b vs $72b in [--] $MSFT capex increased 66% YoY to $37.5b vs $34b est" [X Link](https://x.com/davey_juice/status/2016635370360721571) 2026-01-28T22:11Z [----] followers, [----] engagements "@ChartsJavi What are your thoughts on the chart of $crdo here" [X Link](https://x.com/davey_juice/status/2016635727841243546) 2026-01-28T22:13Z [----] followers, [---] engagements "Getting close to my target on $now Below 115ish will start to enter my buy zone. But I will be very patient as there many cheaper faster growing companies I watch/own that I prefer. My thoughts on $now Would only be START to be interested after a 15-30% haircut My thoughts on $now Would only be START to be interested after a 15-30% haircut" [X Link](https://x.com/davey_juice/status/2016722634591883655) 2026-01-29T03:58Z [----] followers, 11.1K engagements "If I assume 22.5% growth of FCF-SBC for $now the forward multiple for [----] is still 39x. For a low 20s grower. Seems a bit high 30-35x makes more sense to me. This would get me 98B-115B fair value of 93$-109$ Current market cap here at [-----] is 127B Would need a 9.5-23% dip to get to this range. To me fair value is around $100 give or take 10$ either way 90-110$ is the range I would buy this thing with a long term vision If I buy here it would be for a swing and I'd have to assume multiples stay this high for ST which is plausible However I don't think multiples will stay this high for much" [X Link](https://x.com/davey_juice/status/2016817496821527000) 2026-01-29T10:15Z [----] followers, 13.9K engagements "Decided I was being a bit strict here so I started a small position here at [------] on $now with [--] shares with the intent to build it out more for a longer swing or to swing it quickly if price bumps a bunch in a few days. About 37.5x next year's FCF - SBC not including cash is expensive but not insane for a company like $now Haven't looked on a historical basis but would think this is one of the 'cheapest' valuations on a FCF - SBC basis it's ever traded for. If I assume 22.5% growth of FCF-SBC for $now the forward multiple for [----] is still 39x. For a low 20s grower. Seems a bit high 30-35x" [X Link](https://x.com/davey_juice/status/2016846922317746638) 2026-01-29T12:12Z [----] followers, [----] engagements "This company is much better than $crm / $adbe / $wday and deserves a multiple significantly higher than those. If they simply mantain a valuation around here (or even if multiple compresses slightly more) and growa their FCF - SBC 20-25% stock should work from here or just a bit lower. https://twitter.com/i/web/status/2016847843739189301 https://twitter.com/i/web/status/2016847843739189301" [X Link](https://x.com/davey_juice/status/2016847843739189301) 2026-01-29T12:16Z [----] followers, [----] engagements "Added [--] shares of $now at [------] Added [--] shares of $rbrk at 59.92" [X Link](https://x.com/davey_juice/status/2016886526991347948) 2026-01-29T14:49Z [----] followers, [----] engagements "Added [--] more shares of $now at [------] (now 36x FCF-SBC my [----] estimates) - added [--] shares total today here. Added [--] more shares of $rbrk at 58.44- added [--] shares total here today Anyone who's been in SW a while understands multiples can always go lower as SW trades on sentiment and vibes mostly $NOW is one of the few with a decent FCF - SBC multiple w durable growth and nice sticky retention Long high quality SW Added [--] shares of $now at [------] Added [--] shares of $rbrk at [-----] Added [--] shares of $now at [------] Added [--] shares of $rbrk at 59.92" [X Link](https://x.com/davey_juice/status/2016893148652257765) 2026-01-29T15:16Z [----] followers, [----] engagements "Don't like to leave you guys in the dark so I remember when I was in Curitiba (a few weeks back) I warned you the chart on $rbrk didnt look good and 50s was possible. Hope you guys were more patient than me. Very few on here can look at holdings they think is attractive and admit it probably goes lower even as they accumulate. I am a man of the people. With that said I find it very attractive here https://twitter.com/i/web/status/2016894771223040061 https://twitter.com/i/web/status/2016894771223040061" [X Link](https://x.com/davey_juice/status/2016894771223040061) 2026-01-29T15:22Z [----] followers, [----] engagements "Added [--] shares to $crdo at [------] 😋" [X Link](https://x.com/davey_juice/status/2016896974612549794) 2026-01-29T15:31Z [----] followers, [----] engagements "Added [--] more $crdo at [------] Added more $rbrk at 57.9" [X Link](https://x.com/davey_juice/status/2016916299868151823) 2026-01-29T16:48Z [----] followers, [----] engagements "Trimmed a few more $nu at [-----] Looks like it wants to push [--] but I'll trim on way and leave it a top 8-10 position as well" [X Link](https://x.com/davey_juice/status/2017006113611227194) 2026-01-29T22:45Z [----] followers, [----] engagements "$ddog chart always looks kinda like this" [X Link](https://x.com/davey_juice/status/2017202178947985462) 2026-01-30T11:44Z [----] followers, [----] engagements "$NOW down 51% from ATH ServiceNow is in its largest drawdown ever. $NOW https://t.co/QobGM2pQOY ServiceNow is in its largest drawdown ever. $NOW https://t.co/QobGM2pQOY" [X Link](https://x.com/davey_juice/status/2017202730859729327) 2026-01-30T11:46Z [----] followers, [----] engagements "Bro Trump has gotta stop tanking our currency Side note the reai is much much stronger than a year ago $nu rising due to that imo" [X Link](https://x.com/davey_juice/status/2017242892612313326) 2026-01-30T14:25Z [----] followers, [----] engagements "Added about [--] shares to $rbrk at 55.5" [X Link](https://x.com/davey_juice/status/2017300374843961792) 2026-01-30T18:14Z [----] followers, [----] engagements "Added to $se at 116" [X Link](https://x.com/davey_juice/status/2017342648483303586) 2026-01-30T21:02Z [----] followers, [----] engagements "Actually hilarious that $crwd and $net haven't been nuked yet" [X Link](https://x.com/davey_juice/status/2017342790783340665) 2026-01-30T21:02Z [----] followers, 11.7K engagements "@drowsyinvestor $axon still very expensive imo No go zone for me. much better opportunities in the market imo that don't rely on a massively elevated multiple" [X Link](https://x.com/davey_juice/status/2017513637439553601) 2026-01-31T08:21Z [----] followers, [---] engagements "$APP Market has never understood the ad space all that well. Whenever any general industry news is released the reactions are quite extreme and not nuanced. Opportunity here especially as e-commerce scales even close to how gaming did (10x bigger TAM). Earnings in [--] days. Is APP selling off on Genie That's not very smart if so. More inventory is amazing for them. Ad load up more data for targeting the process of routing eyeballs immensely more valuable the list goes on. Is APP selling off on Genie That's not very smart if so. More inventory is amazing for them. Ad load up more data for" [X Link](https://x.com/davey_juice/status/2017576238756340012) 2026-01-31T12:30Z [----] followers, [----] engagements "Brutal [---] years for $duol holders who didn't take a profit. Don't be a pig. Now it's 5x last quarter annualized sales more or less. Not interested in a language learning company that is one of many with no real differentiation but maybe an opportunity here for those bullish" [X Link](https://x.com/davey_juice/status/2017617116547936288) 2026-01-31T15:13Z [----] followers, [----] engagements "I've been saying this would happen for a while. $duol shareholders got greedy. No excuse to have not sold it sometime on the rise. The TAM is only so big and they captured a lot of it. Now there are many equivalent or better options available I know this well as I have spent almost a year travelling in the past few years and have met many many travelrs learning language Have spoken about this many times Banking on a $DUOL recovery when their social media trends look this bad feels risky. Their organic growth engine is still broken. Still TBD on fixes working. @tickerplus been all over this." [X Link](https://x.com/davey_juice/status/2017623214734659963) 2026-01-31T15:37Z [----] followers, [----] engagements "Best deal for LT $rbrk $nvda $crdo $app RBRK NVDA APP CRDO RBRK NVDA APP CRDO" [X Link](https://x.com/davey_juice/status/2017715117798932909) 2026-01-31T21:42Z [----] followers, [----] engagements "3 moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at 121" [X Link](https://x.com/davey_juice/status/2018342188980011111) 2026-02-02T15:14Z [----] followers, [----] engagements "I started to add back to my $dlo position here at [-----] as the wash sale window on my past tax reduction sales have expired I am looking into buying more $dlo once the wash sale window ends. In about 10-11 market days Ill be good. Its very attractive here at 16x analysts [----] estimates (likely 13-15x in reality). $14.5 and under is a range Ill start to add back some type of % of my shares I I am looking into buying more $dlo once the wash sale window ends. In about 10-11 market days Ill be good. Its very attractive here at 16x analysts [----] estimates (likely 13-15x in reality). $14.5 and" [X Link](https://x.com/davey_juice/status/2018346171895255304) 2026-02-02T15:30Z [----] followers, [----] engagements "Posted this earlier but will attach here as well. Started to add to $dlo added just [--] shares for now at 13.48" [X Link](https://x.com/davey_juice/status/2018368966570266994) 2026-02-02T17:00Z [----] followers, [---] engagements "Added [--] shares to $se [----] [--] moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at [---] [--] moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at 121" [X Link](https://x.com/davey_juice/status/2018369132127715828) 2026-02-02T17:01Z [----] followers, [----] engagements "Anyone invested in $snap deserves this lesson It's been an obvious shit co for years now If you own this and you've been invested for years you should probably think deeply if investing in individual equities is for you $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has 1B MAU with Q3 adjusted EBITDA $132M. However: - $SNAP stock comp for the last 12M $2.5 Billion. Yes https://t.co/7gLKLGBDks $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The" [X Link](https://x.com/davey_juice/status/2018606502400164187) 2026-02-03T08:44Z [----] followers, [----] engagements "Added more to $crdo at 109" [X Link](https://x.com/davey_juice/status/2018732023075033251) 2026-02-03T17:03Z [----] followers, [----] engagements "More sets of adds here $app [---] $nvda [-----] $dlo [-----] $crdo 106" [X Link](https://x.com/davey_juice/status/2018774017625206913) 2026-02-03T19:50Z [----] followers, [----] engagements "If you honestly think SW becomes irrelevant with AI I think you are retarded Simple" [X Link](https://x.com/davey_juice/status/2019038209964114052) 2026-02-04T13:19Z [----] followers, [----] engagements "$CRDO doesnt publicly break out revenue by optics vs electrical. they report total product revenue only. Whats disclosed is that optical connectivity is a stated growth area and incremental hyperscale capex increases demand for high speed optical bandwidth regardless of current mix. If I had to guess somewhere between 1/4 to 1/3. https://twitter.com/i/web/status/2019268712251949242 https://twitter.com/i/web/status/2019268712251949242" [X Link](https://x.com/davey_juice/status/2019268712251949242) 2026-02-05T04:35Z [----] followers, [---] engagements "In the screen shot you can see $hubs doesn't have a pe No valuation support for these companies when volatility hits Down 70% and growing revenue at 20% year over year. This selloff is wild. https://t.co/4xreIjoEXu Down 70% and growing revenue at 20% year over year. This selloff is wild. https://t.co/4xreIjoEXu" [X Link](https://x.com/davey_juice/status/2019272964005589487) 2026-02-05T04:52Z [----] followers, [----] engagements "@firstadopter Thoughts on $crdo" [X Link](https://x.com/davey_juice/status/2019275198906921240) 2026-02-05T05:01Z [----] followers, [----] engagements "Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control" [X Link](https://x.com/davey_juice/status/2019439545893232696) 2026-02-05T15:54Z [----] followers, [----] engagements "@CapexAndChill Both aren't investable for me bc they've likely captured most of the market share possible" [X Link](https://x.com/davey_juice/status/2019549333222212080) 2026-02-05T23:10Z [----] followers, [---] engagements "@CapexAndChill I also think neither have much differentiation and brand of $nflx is severely damaged and continues to get worse at least in the circles I'm in" [X Link](https://x.com/davey_juice/status/2019551927282110727) 2026-02-05T23:21Z [----] followers, [---] engagements "I love when the market gets sliced quickly A slow and painful death by a million cuts is far worse and causes more of a destruction of capital Will continue buying the best opportunities I see I prefer buying on way down The best buys hurt the most Who knows when bottom comes but I'm not trying to time it" [X Link](https://x.com/davey_juice/status/2019553073572593678) 2026-02-05T23:25Z [----] followers, [----] engagements "@BuzzsawEJ Margin" [X Link](https://x.com/davey_juice/status/2019576960515731929) 2026-02-06T01:00Z [----] followers, [---] engagements "$amd can't even grow from q4 to q1 AI accelerating so fast bro $AMD CEO LISA SU SAID: AI is accelerating at a pace that I would not have imagined https://t.co/Lu3LeSUXlv $AMD CEO LISA SU SAID: AI is accelerating at a pace that I would not have imagined https://t.co/Lu3LeSUXlv" [X Link](https://x.com/davey_juice/status/2019735207751160128) 2026-02-06T11:29Z [----] followers, [----] engagements "Views from the top of a preserved dune" [X Link](https://x.com/davey_juice/status/2020226757660668104) 2026-02-07T20:02Z [----] followers, [---] engagements "Be in North Brazil Find a juicy mango that fell off a tree. Eat the mango Natal is underrated even in Brazil" [X Link](https://x.com/davey_juice/status/2020581898922148099) 2026-02-08T19:33Z [----] followers, [---] engagements "Sad state of things in USA Serena Williams injects herself with a GLP-1 weight loss drug as millions watch the Super Bowl. She dances and shows off how convenient it is to get GLP-1s using the Ro app. She even says you can get them in pill form. I miss the days when the Super Bowl sold beer & trucks. https://t.co/snXlyGHZfS Serena Williams injects herself with a GLP-1 weight loss drug as millions watch the Super Bowl. She dances and shows off how convenient it is to get GLP-1s using the Ro app. She even says you can get them in pill form. I miss the days when the Super Bowl sold beer &" [X Link](https://x.com/davey_juice/status/2020813082851766588) 2026-02-09T10:52Z [----] followers, [----] engagements "$mndy I'm happy I only traded this a few times All time lows coming today When I was interested at first I spoke to many insiders and people in industry who told me that this company was not defensible in many ways" [X Link](https://x.com/davey_juice/status/2020842226465857775) 2026-02-09T12:48Z [----] followers, [----] engagements "Just IPO this and slap a 25x multiple on this Better yet 50x I'm sure it'll work out well for investors If public this would be $120B If public this would be $120B" [X Link](https://x.com/davey_juice/status/2021089783192191461) 2026-02-10T05:12Z [----] followers, [----] engagements "It would also do very little for $amzn s/h and wont move the needle and is just a legacy company . Another dumb tweet by this guy I think $AMZN acquiring $ZM would totally make sense. [--]. Increases their stake in Anthropic [--]. Could tie it into their AWS offerings [--]. Could leverage it in their healthcare segment I think $AMZN acquiring $ZM would totally make sense. [--]. Increases their stake in Anthropic [--]. Could tie it into their AWS offerings [--]. Could leverage it in their healthcare segment" [X Link](https://x.com/davey_juice/status/2021091593193763174) 2026-02-10T05:19Z [----] followers, [----] engagements "$googl cloud grew 48% This guy isn't in the know If $GOOGL misses every AI stock is going to simultaneously implode If $GOOGL misses every AI stock is going to simultaneously implode" [X Link](https://x.com/davey_juice/status/2021092154982961599) 2026-02-10T05:21Z [----] followers, [----] engagements "Was so close to pulling trigger on a large buy on $tsm around [---] Everyone on here that follows me closely knows I've been buying between 280-330 for ages And selling around [---] Maybe this is the time where we don't see low 300s again Can't win em all I was feeling a bit hesitant only bc my margin was getting too large Have to be relatively conservative with how high my margin gets incase the market were to really shit the bed Most of my buys up the same or more anyways but still hurts haha https://twitter.com/i/web/status/2021188270583914550" [X Link](https://x.com/davey_juice/status/2021188270583914550) 2026-02-10T11:43Z [----] followers, [----] engagements "@Lucha_Stocks @LogicalThesis Is this sarcasm" [X Link](https://x.com/davey_juice/status/2021431884249804838) 2026-02-11T03:51Z [----] followers, [--] engagements "$frhc I owned this and made 20-30% off it back in [----]. Its up about 4-5x from where I sold. In [---] years public its up 2160%. The financials were so good I thought it might be fraud. Likely a vehicle for Russian oligarchs to get their money out since the war started as well. They primarily operate in Kazakhstan Armenia Cyprus. Their financials are even more sketch looking tbh. @Noalgos $frhc is the goat Kazak company @Noalgos $frhc is the goat Kazak company" [X Link](https://x.com/davey_juice/status/1978581262349541597) 2025-10-15T21:58Z [----] followers, [----] engagements "At this point there are [--] companies that meet my standards AND also meet my valuation framework to ensure likely returns above market average. I would argue that $crwd $zs $glbe $amd are on edge of being companies I don't care much to hold and $net valuation is wild. Without making money off covered calls I would be mostly out these names. The [--] names I'm excited about on a multi year horizon: $meli $rbrk $nu $crdo $ddog $app $nvda $se $dlo $tsm $alab Watchlist with additional [--] names in order from favorite to most speculative: $pltr $axon $snow $nbis $oust Other than these [--] (21 including" [X Link](https://x.com/davey_juice/status/2004289103341273398) 2025-12-25T20:32Z [----] followers, [----] engagements "$CRDO Credo Technology Group Holding Ltd (CRDO.NaE) an innovator in providing secure high-speed connectivity solutions that deliver improved reliability and energy efficiency today announced that Bill Brennan President and CEO and Dan Fleming CFO are scheduled to present at the following upcoming investor conference. Conference: 28th Annual Needham Growth Conference Date: Wednesday January [--] [----] Time: 9:30 a.m. ET https://twitter.com/i/web/status/2008821777867088062 https://twitter.com/i/web/status/2008821777867088062" [X Link](https://x.com/davey_juice/status/2008821777867088062) 2026-01-07T08:43Z [----] followers, [----] engagements "My covered calls on $glbe expire in a month. If their next ER and guide doesnt WOW me I will dump this position for good use it towards lowering my margin. It is debatably the weakest idea in my portfolio atm and is allocated as my smallest position now. Still bullish LT but less so than others. Growth has slowed too fast here and they dont have full control of their eco system. I dont see any obvious reason for re-acceleration to occur https://twitter.com/i/web/status/2012141525715603898 https://twitter.com/i/web/status/2012141525715603898" [X Link](https://x.com/davey_juice/status/2012141525715603898) 2026-01-16T12:34Z [----] followers, [---] engagements "$iot has no business being valued at a higher market cap than $rbrk imo Fan favorite $IOT at [---] year lows.nasty 33% correction in [--] weeks Fan favorite $IOT at [---] year lows.nasty 33% correction in [--] weeks" [X Link](https://x.com/davey_juice/status/2016420549275107600) 2026-01-28T07:58Z [----] followers, [----] engagements "EV/SALES is what got SaaS shareholders in trouble. It's time to use FCF-SBC multiples or GAAP multiples. Lots of these companies use shareholders as doormats Look at the more mature ones who have 10B+ in annual sales. Terminal valuation is 10x-25x FCF-SBC Most fast growers don't even have a FCF-SBC ratio which is the problem SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future" [X Link](https://x.com/davey_juice/status/2017631146410987630) 2026-01-31T16:08Z [----] followers, [----] engagements "Not understanding why market punishing $rbrk and $crdo a lot here Both have massive potential and are misunderstood imo. My [--] largest positions atm without a covered call $RBRK job postings hit a new record high and were up 50% Q/Q that we believe shows the plan to continue to invest for share gains and to support durable high-growth - Piper $RBRK job postings hit a new record high and were up 50% Q/Q that we believe shows the plan to continue to invest for share gains and to support durable high-growth - Piper" [X Link](https://x.com/davey_juice/status/2018605961800528233) 2026-02-03T08:42Z [----] followers, [----] engagements "Less than [--] weeks till my $glbe covered calls expire. At the moment my thoughts are to completely sell out of the position at that time Only way I'll consider holding some is if earnings and guide destroy estimates" [X Link](https://x.com/davey_juice/status/2018611965413744677) 2026-02-03T09:06Z [----] followers, [----] engagements "Big adds to $app [---] $crdo [---] $rbrk [--] $now [-----] $se [-----] $nvda [-----] Trimmed a bit of $nu near 18.5" [X Link](https://x.com/davey_juice/status/2018705830258888756) 2026-02-03T15:19Z [----] followers, [----] engagements "Added [--] shares to $app between 399-404" [X Link](https://x.com/davey_juice/status/2019050756129554436) 2026-02-04T14:09Z [----] followers, [----] engagements "$crdo Most people don't understand the space all that well and act as if they do Inside a TPU chip and board $goog uses electrical connections. But when TPUs are scaled into pods and superpods Google uses optical links and optical switching to connect racks and clusters. That expansion increases demand for high speed optical connectivity and signal processing which is where CRDO thrives. As TPU capacity grows the need for more optical bandwidth scales with it. @davey_juice No google tpu uses optics for both scale up n out @davey_juice No google tpu uses optics for both scale up n out" [X Link](https://x.com/davey_juice/status/2019251707738239230) 2026-02-05T03:28Z [----] followers, [----] engagements "$RBRK $RBRK @bipulsinha is saying Q4 was "very strong quarter" and Rubrik beat all guided metrics @WisemanCap @davey_juice https://t.co/IkP0SLQpPs $RBRK @bipulsinha is saying Q4 was "very strong quarter" and Rubrik beat all guided metrics @WisemanCap @davey_juice https://t.co/IkP0SLQpPs" [X Link](https://x.com/davey_juice/status/2019252345771815343) 2026-02-05T03:30Z [----] followers, [----] engagements "If $rbrk stays in low 50s I'll be adding more tmw very likely" [X Link](https://x.com/davey_juice/status/2019272359681663396) 2026-02-05T04:50Z [----] followers, [----] engagements "On top of these adds Added [--] shares to $now at [-----] [--] shares to $rbrk at [-----] Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control https://t.co/bij15YeC1c Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control https://t.co/bij15YeC1c" [X Link](https://x.com/davey_juice/status/2019451276338004342) 2026-02-05T16:41Z [----] followers, [----] engagements "Added [--] shares to $rbrk at [-----] Added [--] shares to $now 101.68" [X Link](https://x.com/davey_juice/status/2019530659509989589) 2026-02-05T21:56Z [----] followers, [----] engagements "$team has a negative gaap PE No valuation support for negative p.e 55M in TTM FCF minus SBC Not a serious company $TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software. $TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software" [X Link](https://x.com/davey_juice/status/2019730682285830639) 2026-02-06T11:11Z [----] followers, [----] engagements "In this round of woke European women gone wild At live music bar on Brazil Ask woman where she's from and she's from Belgium I say I'm from USA She makes a thumbs down and a face saying oh that's not good your country sucks Tell her I love my country and voted for Trump 3x Mic drop exit scene while she makes a shocked face and starts to whisper to her friends Can't wait for round [--]. https://twitter.com/i/web/status/2019734600277209393 https://twitter.com/i/web/status/2019734600277209393" [X Link](https://x.com/davey_juice/status/2019734600277209393) 2026-02-06T11:27Z [----] followers, [----] engagements "Feels good that I sold the top of $cpng more or less Coupang has to be a buy here. $cpng https://t.co/W3oiq4sGRv Coupang has to be a buy here. $cpng https://t.co/W3oiq4sGRv" [X Link](https://x.com/davey_juice/status/2019739997482471627) 2026-02-06T11:48Z [----] followers, [----] engagements "My portfolio has been undergoing a transition that won't be fully completed until my covered calls expire Very happy with how it's been going The top of my port (minus $crwd) is filled with high conviction names that I believe have years of high & profitable growth ahead" [X Link](https://x.com/davey_juice/status/2020826023529759152) 2026-02-09T11:44Z [----] followers, [----] engagements "$alab is much more expensive with much less growth than $crdo Probably still flies and a great company but imo more is priced and more MT/LT competition I choose $crdo $CRDO Hard to believe $ALAB doesnt shock & awe after the Credo news. $CRDO Hard to believe $ALAB doesnt shock & awe after the Credo news" [X Link](https://x.com/davey_juice/status/2021090515106587046) 2026-02-10T05:15Z [----] followers, [----] engagements "Recently I've been vouching for and buying just a few companies The large bulk of my buys went towards: $crdo $nvda $app $rbrk 3/4 were absolutely bent over w price action relative to their fundamentals The other was just flat out hilariously cheap (nvda) Let the records show. https://twitter.com/i/web/status/2021186203618300171 https://twitter.com/i/web/status/2021186203618300171" [X Link](https://x.com/davey_juice/status/2021186203618300171) 2026-02-10T11:35Z [----] followers, [----] engagements "$app $crdo These [--] companies provided a great oppty for any rational investor who understands either $APP is also pumping AH. Basically it's just a bunch of HK/Chinese hedge funds who shorted $APP and $CRDO together covering their shorts. $APP is also pumping AH. Basically it's just a bunch of HK/Chinese hedge funds who shorted $APP and $CRDO together covering their shorts" [X Link](https://x.com/davey_juice/status/2021188995388998114) 2026-02-10T11:46Z [----] followers, [---] engagements "OMG The $rbrk CEO is philosophical and has a creative and unique mindset. Sell this company drowsy and go back to sleep after you hit your head against the wall enough to get tired from the concussion bc you don't like this tweet 😂 Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall. https://t.co/3uSjgSWRC4 Some part of investing are pretty easy. When a CEO buys his own" [X Link](https://x.com/davey_juice/status/2021193187436487009) 2026-02-10T12:03Z [----] followers, [----] engagements "What in god's name Why even tweet this $duol Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh" [X Link](https://x.com/davey_juice/status/2021194243218227712) 2026-02-10T12:07Z [----] followers, [----] engagements "Yep I've been following Bipul for sometime and he is a philosophical person If you don't like it sell $rbrk Life goes on @drowsyinvestor @davey_juice I wouldn't read too much into it he does appreciate philosophy. He has posted similar stuff in the past. Look at this post from New Year's nothing really suspicious. https://t.co/baTxsLlUzk @drowsyinvestor @davey_juice I wouldn't read too much into it he does appreciate philosophy. He has posted similar stuff in the past. Look at this post from New Year's nothing really suspicious. https://t.co/baTxsLlUzk" [X Link](https://x.com/davey_juice/status/2021231807350386973) 2026-02-10T14:36Z [----] followers, [----] engagements "$ddog $rbrk and $path are [--] completely diff businesses that have no correlation 😂 Why does anyone follow this guy $DDOG as a read through is great for $PATH and $RBRK earnings coming up. Their multiples are both compressed so theres a chance earnings are a strong catalyst if they best and raise guidance. Less confident in $PATH because they still need to show they can execute the $DDOG as a read through is great for $PATH and $RBRK earnings coming up. Their multiples are both compressed so theres a chance earnings are a strong catalyst if they best and raise guidance. Less confident in $PATH" [X Link](https://x.com/davey_juice/status/2021286857481257254) 2026-02-10T18:15Z [----] followers, [----] engagements "Accurate $ddog has been accelerating for a few quarters now while most SW has been decelerating for years Different games Software guys are punching the air again after one green day. And if I understand correctly the name that crushed was DDOG which seems like a bet more insulated from AI risk. Tells me no one really knows what any of these businesses does as the entire space trades as one. Software guys are punching the air again after one green day. And if I understand correctly the name that crushed was DDOG which seems like a bet more insulated from AI risk. Tells me no one really knows" [X Link](https://x.com/davey_juice/status/2021287600489738252) 2026-02-10T18:18Z [----] followers, [----] engagements "$net is not a shit co but investors have bid it too high It's just a bit of a bubble ATM Could be flat for [--] years if they don't continue accelerating everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is" [X Link](https://x.com/davey_juice/status/2021379422155309098) 2026-02-11T00:23Z [----] followers, [----] engagements "@RogerComred Right until narrative changes Who knows when that comes Probably when acceleration stops" [X Link](https://x.com/davey_juice/status/2021386349925019788) 2026-02-11T00:50Z [----] followers, [--] engagements "@dividendology What a strange list" [X Link](https://x.com/davey_juice/status/2021386602707312856) 2026-02-11T00:51Z [----] followers, [---] engagements "The tollbooth of the ai agent economy Fucking ay Pulling one out of Shay's playbook Wow. $NET just hit it out of the park. This could very easily be THE tollbooth of the AI Agent Economy. Revenue up 34% DBNR accelerating to 120% Wow. $NET just hit it out of the park. This could very easily be THE tollbooth of the AI Agent Economy. Revenue up 34% DBNR accelerating to 120%" [X Link](https://x.com/davey_juice/status/2021402202783522899) 2026-02-11T01:53Z [----] followers, [----] engagements "@Osint613 Fuck em" [X Link](https://x.com/davey_juice/status/2021435377870078365) 2026-02-11T04:05Z [----] followers, [---] engagements "Buy targets ATM (for now): $app under [---] $dlo under [--] $crdo under [---] $nvda under [---] $tsm (don't own now) under [---] $rbrk under [--] $alab under [---] (down own ATM and still would be very expensive) $meli under 2k" [X Link](https://x.com/davey_juice/status/2021437205861060962) 2026-02-11T04:12Z [----] followers, [----] engagements "$NET Look at the diff between GAAP EBIT and EBIT Beating revenue guide by 2% but missing EBIT guide by 8% Market only cares about bottom line when acceleration stops accelerating They have to continue acceleration forever or the stock will take a big hit at some point. Who knows when but a re rating likely occurs soon unless they pull a full on $pltr and continue accelerating until like 70% and start to actually make money on the bottom line at a respectable clip $NET earnings snapshot: https://t.co/n1CfRbdDY6 $NET earnings snapshot: https://t.co/n1CfRbdDY6" [X Link](https://x.com/davey_juice/status/2021490922035245130) 2026-02-11T07:46Z [----] followers, [----] engagements "Added back 1/2 the $app I trimmed yesterday at [---] here at [---] Ready to buy more if the decline becomes more excessive Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility" [X Link](https://x.com/davey_juice/status/2021564940872769850) 2026-02-11T12:40Z [----] followers, [----] engagements "@sj_xxxxxxx Not sustainable unless they pull a $pltr and start to be profitable and accel to 70% over the next [--] quarters slowly Low low odds Most investors have no idea what they're underwriting at these prices imo" [X Link](https://x.com/davey_juice/status/2021567367713640855) 2026-02-11T12:49Z [----] followers, [---] engagements "Initiated a position in $alab again here at [-----] after trading it successfully a few times this year Let the blood continue. Still overvalued but I dont mind paying this price I discussed yesterday how my buy area was below 150" [X Link](https://x.com/davey_juice/status/2021600129212465635) 2026-02-11T15:00Z [----] followers, [----] engagements "Added more $alab at [-----] [--] shares now Being purposefully slow to make this a position with any real size Initiated a position in $alab again here at [-----] after trading it successfully a few times this year Let the blood continue. Still overvalued but I dont mind paying this price I discussed yesterday how my buy area was below [---]. Initiated a position in $alab again here at [-----] after trading it successfully a few times this year Let the blood continue. Still overvalued but I dont mind paying this price I discussed yesterday how my buy area was below 150" [X Link](https://x.com/davey_juice/status/2021676451221700621) 2026-02-11T20:03Z [----] followers, [----] engagements "Added [--] shares to $app at [------] $APP AppLovin Corp down almost 7% after-hours despite delivering a better than expected quarter and outlook. Q1-2026 Guidance: 🔹 Revenue of $1745.00 - $1775.00 million: +3.56% above consensus estimates. 🔹 Adjusted EBITDA of $1465.00 - $1495.00 million: +6.50% above https://t.co/tvqbcYOiuC $APP AppLovin Corp down almost 7% after-hours despite delivering a better than expected quarter and outlook. Q1-2026 Guidance: 🔹 Revenue of $1745.00 - $1775.00 million: +3.56% above consensus estimates. 🔹 Adjusted EBITDA of $1465.00 - $1495.00 million: +6.50% above" [X Link](https://x.com/davey_juice/status/2021695503247814810) 2026-02-11T21:19Z [----] followers, [----] engagements "$app Rule of [--] scores as of Q4 2025: $APP: [---] . . . . . $PLTR: [---] Rule of [--] scores as of Q4 2025: $APP: [---] . . . . . $PLTR: 127" [X Link](https://x.com/davey_juice/status/2021703430046138849) 2026-02-11T21:50Z [----] followers, [----] engagements "Added more $app at [-----] Eating out here Added [--] shares to $app at [------] Added [--] shares to $app at 423.95" [X Link](https://x.com/davey_juice/status/2021729321954525545) 2026-02-11T23:33Z [----] followers, [----] engagements "@CapexAndChill Lmk what you think after I think they surpassed analysts estimates and met mine" [X Link](https://x.com/davey_juice/status/2021770898299302154) 2026-02-12T02:18Z [----] followers, [---] engagements "I previously successfully swing traded $axon twice in past 3-4 months very successfully (once gaining a ton in just [--] hours) Both times I bought bw 500-550. This time I won't flinch until we get within 10-20$ of [---] or better yet into the 400s. Ideally this thing gets cut in half to a legit digestable valuation. Keeping an eye here. One of the few quality companies I would to own but don't. Valuation still a bit wacko imo $AXON just dumped nearly 10% today on no news 🤣 $AXON just dumped nearly 10% today on no news 🤣" [X Link](https://x.com/davey_juice/status/2016716867058942271) 2026-01-29T03:35Z [----] followers, [----] engagements "Why does everyone obsess over $csu shit co" [X Link](https://x.com/davey_juice/status/2018859451244298749) 2026-02-04T01:29Z [----] followers, [----] engagements "Added to $app [---] Added to $crdo [--] Added to $nbis [----] Added to $nvda [------] Added to $dlo 12.89" [X Link](https://x.com/davey_juice/status/2019157784806211986) 2026-02-04T21:15Z [----] followers, [----] engagements "$crdo should benefit a lot from $goog massive cap ex now expected acceleraton way past street estimates No signs of cap ex slowing" [X Link](https://x.com/davey_juice/status/2019166170356797606) 2026-02-04T21:48Z [----] followers, [----] engagements "Added [--] $crdo @ 94.4" [X Link](https://x.com/davey_juice/status/2019414841740677604) 2026-02-05T14:16Z [----] followers, [----] engagements "$crdo should be a lot higher 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z" [X Link](https://x.com/davey_juice/status/2019531463968928042) 2026-02-05T21:59Z [----] followers, [----] engagements "$nvda $tsm $crdo gonna have a field day in [----] Altogether that's over $650 billion. https://t.co/KmGnkRES03 Altogether that's over $650 billion. https://t.co/KmGnkRES03" [X Link](https://x.com/davey_juice/status/2019736272840126788) 2026-02-06T11:33Z [----] followers, [----] engagements "$crdo imo Name a great business (and stock) that somehow has stayed somewhat under the radar Name a great business (and stock) that somehow has stayed somewhat under the radar" [X Link](https://x.com/davey_juice/status/2020686982025007528) 2026-02-09T02:31Z [----] followers, [----] engagements "$crdo was easy money under 100$ Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi" [X Link](https://x.com/davey_juice/status/2021087267087921362) 2026-02-10T05:02Z [----] followers, [----] engagements "People seem to think that $crdo is hindsight bias but I was buying it all the way down and pounding the table more than any account I've come across @davey_juice Hindsight bias.🤣 @davey_juice Hindsight bias.🤣" [X Link](https://x.com/davey_juice/status/2021088936219885976) 2026-02-10T05:08Z [----] followers, [----] engagements "$CRDO is now my largest position if ah trading holds" [X Link](https://x.com/davey_juice/status/2021090082682278393) 2026-02-10T05:13Z [----] followers, [----] engagements "Been telling everyone who would listen $crdo is the most mis-understood company above 20b that I follow $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4 $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4" [X Link](https://x.com/davey_juice/status/2021090104677367898) 2026-02-10T05:13Z [----] followers, [----] engagements "$crdo to the moon faster than your boy Elon musk this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month Credo's latest optical this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month Credo's latest optical" [X Link](https://x.com/davey_juice/status/2021188406152179946) 2026-02-10T11:44Z [----] followers, [----] engagements "Databricks and $pltr have won the battle vs $snow imo I sold $snow for a 70/80% or so gain in the high 200s. Which isn't that impressive considering I held from IPO and bought the dips heavily. I can admit when I was only half right on my thesis but the former [--] are the best pure saas stories ( $app is SW but not grouped in with these imo as it trades diff and in ads) No plans of reentering $snow as the growth isn't that impressive anymore and the bottom line looks worse than the finances of a teenage girl who stole her mom's credit card and went absolutely bonkers. Drunken sailors. I say" [X Link](https://x.com/davey_juice/status/2021190723853250635) 2026-02-10T11:53Z [----] followers, [----] engagements "How bullish have I been on $crdo Look at my user name for the past few months (maybe 6+ months now hard to remember exactly) The latency lord delivers every time. Bill is a god amongst men" [X Link](https://x.com/davey_juice/status/2021190955773136918) 2026-02-10T11:54Z [----] followers, [----] engagements "Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility" [X Link](https://x.com/davey_juice/status/2021232384767623665) 2026-02-10T14:38Z [----] followers, [----] engagements "Tried to tell everyone for almost a year that estimates were far too low on $crdo $CRDO Needham CRDO announced preliminary revenue for F3Q26 and updated its revenue guidance for F4Q26/FY27. F3Q26 revenue is now expected to be $406MM at the midpoint well above prior expectations of $340MM. Additionally CRDO now expects revenue will grow at a MSD % Q/Q in $CRDO Needham CRDO announced preliminary revenue for F3Q26 and updated its revenue guidance for F4Q26/FY27. F3Q26 revenue is now expected to be $406MM at the midpoint well above prior expectations of $340MM. Additionally CRDO now expects" [X Link](https://x.com/davey_juice/status/2021284665789645225) 2026-02-10T18:06Z [----] followers, [----] engagements "Bought back all of the shares I sold of $crdo yesterday at [---] here at [-----] My trims worked perfectly on these [--] $crdo $app Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility" [X Link](https://x.com/davey_juice/status/2021600856747933793) 2026-02-11T15:02Z [----] followers, [----] engagements "Happy $alab allowed me a nice entry today and brought $crdp to nice prices as a well Are you someone who cares mods about SP action or fundamentals" [X Link](https://x.com/davey_juice/status/2021770579544559836) 2026-02-12T02:17Z [----] followers, [----] engagements "$rddt is a left wing Shit co that will one day be ex growth (growing less than 12% for me is ex growth) in next 2-3 years that deserves a 20x multiple imo $RDDT - a company with 4050%+ revenue growth 90%+ gross margins 45%+ EBITDA margins in the latest quarter massive FCF conversion data licensing tailwinds and a $1B buyback authorization. Trading at [--] to [--] x multiple for NTM EV/EBITDA On Technical - At gap test On https://t.co/JMBcdYBTV1 $RDDT - a company with 4050%+ revenue growth 90%+ gross margins 45%+ EBITDA margins in the latest quarter massive FCF conversion data licensing tailwinds" [X Link](https://x.com/davey_juice/status/2021771453654609937) 2026-02-12T02:20Z [----] followers, [----] engagements "@BenTenGolds I think you have no idea how I operate I've been calling $rddt a shit co for years" [X Link](https://x.com/davey_juice/status/2021855189422985722) 2026-02-12T07:53Z [----] followers, [---] engagements "@Investor_NICK_ Why are you invested in $u is the question" [X Link](https://x.com/davey_juice/status/2021857838482813289) 2026-02-12T08:04Z [----] followers, [---] engagements "@AzatAlsalim Spain has really fallen off hard" [X Link](https://x.com/davey_juice/status/2021915901336129837) 2026-02-12T11:54Z [----] followers, [---] engagements "@Spencer_Invest @SimeonResearch_ Western and Northern Europe is getting more extreme by the day brother No going back likely. Dutch women are some of the most woke I've ever met" [X Link](https://x.com/davey_juice/status/2021941113368850513) 2026-02-12T13:35Z [----] followers, [--] engagements "@NovakRosicky No doubt $crdo makes a lot more sense and is 15-20x larger position" [X Link](https://x.com/davey_juice/status/2021941297997607123) 2026-02-12T13:35Z [----] followers, [---] engagements "Added [--] more $app at 395" [X Link](https://x.com/davey_juice/status/2021956845833785707) 2026-02-12T14:37Z [----] followers, [----] engagements "Added to $alab at 138" [X Link](https://x.com/davey_juice/status/2021980217154449797) 2026-02-12T16:10Z [----] followers, [----] engagements "@bestinvestorevr I don't take cues from others personally Also fintwit isn't everyone I haven't seen many adding even still" [X Link](https://x.com/davey_juice/status/2022332697373507887) 2026-02-13T15:31Z [----] followers, [---] engagements "Dan Ives is hilarious because he once had $rblx and $bidu from his AI list And for many other reasons 🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff is way overdone. The AI Revolution is just beginning and Wedbush believes tech stocks https://t.co/H2ASV8wFLY 🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff" [X Link](https://x.com/davey_juice/status/2020849525800284362) 2026-02-09T13:17Z [----] followers, [----] engagements "I wonder if this will affect $adyen and $asml I avoid European investments these days Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll" [X Link](https://x.com/davey_juice/status/2021910935506714714) 2026-02-12T11:35Z [----] followers, [----] engagements "@AverageDipBuyer Adyen too lol but ya it's a blood bath in Fintech world" [X Link](https://x.com/davey_juice/status/2021987886795718801) 2026-02-12T16:40Z [----] followers, [---] engagements "$app now positive in the last [--] days Luckily I sold a lot of my shares I bought on original dip at 460-476 and now after that earnings beat I own more shares than when the stock came here originally" [X Link](https://x.com/davey_juice/status/2022034489698852939) 2026-02-12T19:46Z [----] followers, [----] engagements "@LowAlphaHighVol It's fair to admit when a biz doesn't make sense to you. I have done the same with certain companies/industries Sometimes the "too hard" pile is great to put a company in. Investing is personal and one needs conviction to invest in a high beta name" [X Link](https://x.com/davey_juice/status/2022333048252236231) 2026-02-13T15:32Z [----] followers, [---] engagements "All that is great but I wouldn't call $net a gem here at this price. It's more than priced in $NET Acceleration across all metrics. Highlighted the difference between software infrastructure and applications. - Revenue growth of 34% in 4Q25 (acceleration for the 3rd straight quarter) - Revenue from channel partners +70%; channel now makes up 28.6% of revenues up https://t.co/osVOpzHHIs $NET Acceleration across all metrics. Highlighted the difference between software infrastructure and applications. - Revenue growth of 34% in 4Q25 (acceleration for the 3rd straight quarter) - Revenue from" [X Link](https://x.com/davey_juice/status/2021489354087202992) 2026-02-11T07:39Z [----] followers, [----] engagements "Added [--] more shares of $APP at [---] Now we talking deep value territory" [X Link](https://x.com/davey_juice/status/2021973164805488919) 2026-02-12T15:42Z [----] followers, [----] engagements "Added a bit back to $meli at [----] Some very light trims on a few names like $nbis & $crdo to manage margin" [X Link](https://x.com/davey_juice/status/2019799479440871542) 2026-02-06T15:44Z [----] followers, [----] engagements "$app down 4% on back of the shit co $u is hilarious $U guidance meh Q1 [----] revenue $480-490M Est $491.8M $U guidance meh Q1 [----] revenue $480-490M Est $491.8M" [X Link](https://x.com/davey_juice/status/2021561090224910368) 2026-02-11T12:24Z [----] followers, [----] engagements "If you annualize 4q $app trading around 30x earnings Now if we assume a modest 35% growth it's trading at 22x next year 4q annualized Straight up cheap however you look at it and they'll likely grow much faster imo" [X Link](https://x.com/davey_juice/status/2021738946867126492) 2026-02-12T00:11Z [----] followers, [----] engagements "$NBIS Not touching this name again until it settles into a price range after missing badly on ER I understand that they don't have the capacity for more and are sold out and maybe that's a rich man's problem but at the same time it just shows you the problems of a cap ex heavy biz. The only cap ex heavy biz I care a lot for atm are $meli and $tsm I can't get over how much money and dilution they continuously need to pour in here and still aren't even close to having enough capacity. I think this biz will be lower margin in real terms than most think Anyways might start to trade again after" [X Link](https://x.com/davey_juice/status/2021954551570485697) 2026-02-12T14:28Z [----] followers, [----] engagements "Add $dlo to this list The only Fintech I'm bullish on Best ER in it's history last q and market doesn't care Fintech trades worse than even SW and Fintech is actually profitable typically and ran well FinTech is getting destroyed day after day after day. What does Mr. Market know that we dont https://t.co/bFrG39AWYd FinTech is getting destroyed day after day after day. What does Mr. Market know that we dont https://t.co/bFrG39AWYd" [X Link](https://x.com/davey_juice/status/2021987165929107462) 2026-02-12T16:38Z [----] followers, [----] engagements "$APP FCF machine going to gobble up more shares than your fat uncle at Thanksgiving when his sister in law is cooking up his favorite plates if prices stay where they are or go lower AppLovin $APP: The Buyback Signal Hidden in the Q4 Print While the market obsesses over "AI disruption" fears and compresses the multiple Ive been updating my models to see what management is actually doing with their cash. The chart below tells a story of both conviction https://t.co/TVqmF1HdaD AppLovin $APP: The Buyback Signal Hidden in the Q4 Print While the market obsesses over "AI disruption" fears and" [X Link](https://x.com/davey_juice/status/2022033917042405623) 2026-02-12T19:43Z [----] followers, [----] engagements "I called $coin a shit co the whole way up and got nothing but hate You get it now BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion" [X Link](https://x.com/davey_juice/status/2022063331667063279) 2026-02-12T21:40Z [----] followers, [----] engagements "Added a bit more $app here at [---] It's almost unheard of to see this kind of disconnect from fundamentals from my pov at least when a company isn't over valued and insanely profitable" [X Link](https://x.com/davey_juice/status/2022281811468890148) 2026-02-13T12:08Z [----] followers, [----] engagements "SW is dead but $googl cloud growing 48% 😂 Google Cloud just reported 48% YoY revenue growth. That's their fastest growth rate in more than [--] years. $GOOGL https://t.co/5eJGebDcLE Google Cloud just reported 48% YoY revenue growth. That's their fastest growth rate in more than [--] years. $GOOGL https://t.co/5eJGebDcLE" [X Link](https://x.com/davey_juice/status/2019272509162483768) 2026-02-05T04:50Z [----] followers, [----] engagements "So crazy bro 231B TAM doesn't mean they'll get more than a fraction of it. Dumb tweet ftw on $net Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI. https://t.co/emCgtMgRKv Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI. https://t.co/emCgtMgRKv" [X Link](https://x.com/davey_juice/status/2021561383868039570) 2026-02-11T12:26Z [----] followers, [----] engagements "$meli up a bit on this JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee https://t.co/0o31RRJ0mP JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee" [X Link](https://x.com/davey_juice/status/2021911039290515647) 2026-02-12T11:35Z [----] followers, [----] engagements "I once heard a quote Something like The best buys feel the worst and you only know it weeks months or sometimes years later Or some shit like that" [X Link](https://x.com/davey_juice/status/2021988230707728456) 2026-02-12T16:42Z [----] followers, [----] engagements "Full port $app $crdo $nvda $rbrk Tempting In another life This port of [--] would do well imo from here 25% annualized plus next 5yr or I'm a retard" [X Link](https://x.com/davey_juice/status/2022102392339411362) 2026-02-13T00:15Z [----] followers, [----] engagements "I will continue to troll the large accounts that suck Fuck all of you for trying to influence noobs into shit investments Don't buy what I buy Do the work ✌" [X Link](https://x.com/davey_juice/status/2022103887680053424) 2026-02-13T00:21Z [----] followers, [----] engagements "I'm drunk AMA quick Might delete" [X Link](https://x.com/davey_juice/status/2022106069460562113) 2026-02-13T00:30Z [----] followers, [----] engagements "I question if I will ever return to western Europe They hate us with all their emotion JUST IN: Two Alabama women and their children were attacked on a train in Brussels Belgium for being American The attacker reportedly approached them with a knife and asked if they were American when they confirmed he threatened to kiII them. https://t.co/cD7Ybhxtsk JUST IN: Two Alabama women and their children were attacked on a train in Brussels Belgium for being American The attacker reportedly approached them with a knife and asked if they were American when they confirmed he threatened to kiII them." [X Link](https://x.com/davey_juice/status/2022275756164805013) 2026-02-13T11:44Z [----] followers, [----] engagements "@FromValue The word you are looking for is beta High beta stocks make large moves both ways Mostly just sentiment" [X Link](https://x.com/davey_juice/status/2022278465093796003) 2026-02-13T11:55Z [----] followers, [----] engagements "I think the bottom for $app may come somewhere between 295-320. Why Because the s3 fib is at [---] and [---] is a big psychological level. Will delete if wrong 😉 😜" [X Link](https://x.com/davey_juice/status/2022302224953623030) 2026-02-13T13:29Z [----] followers, [----] engagements "ICE needs to go harder Most Americans still dont fully understand what happened under Biden 8% of Nicaragua entered the US in [--] years. 8% of the entire country. 7% of Cuba. 6% of Haiti. 5% of Honduras. https://t.co/SnDIfMUpYh Most Americans still dont fully understand what happened under Biden 8% of Nicaragua entered the US in [--] years. 8% of the entire country. 7% of Cuba. 6% of Haiti. 5% of Honduras. https://t.co/SnDIfMUpYh" [X Link](https://x.com/davey_juice/status/2022365467793658263) 2026-02-13T17:41Z [----] followers, [----] engagements "This retard won't even short $app as he calls something he doesn't understand a scam Noise is always loudest from those who don't understand and or those who have zero skin in the game yet says funds should borrow money to short This account is a scam I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level I don't know who needs to hear this but applovin is a scam. In app ads" [X Link](https://x.com/davey_juice/status/2022620801154048512) 2026-02-14T10:35Z [----] followers, [----] engagements "Remember when fintwit called $abnb a growth company $ABNB CEO: "For the full year [----] we expect year-over-year revenue growth to accelerate to low double digits with an ambition to grow even faster than that." https://t.co/g7P7M1w8bX $ABNB CEO: "For the full year [----] we expect year-over-year revenue growth to accelerate to low double digits with an ambition to grow even faster than that." https://t.co/g7P7M1w8bX" [X Link](https://x.com/davey_juice/status/2022625576088191034) 2026-02-14T10:54Z [----] followers, [----] engagements "@CJSlattery Short the company if you call it a scam fag" [X Link](https://x.com/davey_juice/status/2022681575583105366) 2026-02-14T14:37Z [----] followers, [---] engagements "Keep crying cuz your fav stock is down ytd Hate to tell you kiddo some years are just bad for returns Such is life" [X Link](https://x.com/davey_juice/status/2022682185048920364) 2026-02-14T14:39Z [----] followers, [----] engagements "Portfolio update as of 2-3-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. $99K margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $crdo $rbrk $nvda $app $meli $nu $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $nbis Portfolio update as of 1-26-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 71.8K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $crdo $app $meli $nu $nvda $zs * $ddog * $net * Other [--] in" [X Link](https://x.com/davey_juice/status/2018808094210605198) 2026-02-03T22:05Z [----] followers, 16.2K engagements "Why do people hold this company I never understood $pgy 🚨 $PGY Q4 Earnings Report is out. Revenue $335M vs. $349.5M est. 🔴 Adj. EBITDA $98M vs. $105.5M est. 🔴 Non-GAAP EPS $0.80 vs. $0.77 est. 🟢 GAAP Net Income $34M vs. $25-35M guided 🟢 Network Volume of $2.7B [----] outlook: Revenue of $1.4-1.575B vs. $1.519B est. 🟡 Adj. https://t.co/6m5EmTaUm7 🚨 $PGY Q4 Earnings Report is out. Revenue $335M vs. $349.5M est. 🔴 Adj. EBITDA $98M vs. $105.5M est. 🔴 Non-GAAP EPS $0.80 vs. $0.77 est. 🟢 GAAP Net Income $34M vs. $25-35M guided 🟢 Network Volume of $2.7B [----] outlook: Revenue of $1.4-1.575B" [X Link](https://x.com/davey_juice/status/2020841223544857086) 2026-02-09T12:44Z [----] followers, 10.7K engagements "You think logical and Shay are still long $jmia or have they deleted their tweets. @LogicalThesis blocked me years ago for trolling him. he tried to trick all the new investors on here by saying that $jmia was the next $meli and $se and even went further saying it could be bigger. I remember all. Stick to trading logical and Shay stick to copy and pasting AI slop you don't know anything about. They've been doing the same run rate for years now. Company is a disaster. Only a low IQ would think otherwise $JMIA Q4: Revenue $61.4M vs est. $63.8M (miss). GMV surged 36% YoY to $279.5M driving" [X Link](https://x.com/davey_juice/status/2021194039299625447) 2026-02-10T12:06Z [----] followers, [----] engagements "It would be much easier to not post my buys in real time It would be easy for you to troll my buys that instantly get crushed But idc Also my buys are not endorsements for you all to buy My buys are my buys and unlike some I would never charge people to see when I buy and sell stocks. Maybe I should stop publishing my buys because I don't want people to follow me into situations that may take weeks or months to recover I prefer to buy on the way down I don't care about ST pain. Most on here prefer to wait for technicals to show bottom signals and I don't think that's bad either. Others get" [X Link](https://x.com/davey_juice/status/2021991477178454360) 2026-02-12T16:55Z [----] followers, [----] engagements "Great post on $app here $APP is getting thrown out with the Big Tech bathwater but the market is missing a massive structural difference: Capital Intensity. While Big Tech is incinerating cash to build the AI infrastructure AppLovin is simply riding the rails. I did the math on [----] CapEx Intensity https://t.co/S3VKgixGvp $APP is getting thrown out with the Big Tech bathwater but the market is missing a massive structural difference: Capital Intensity. While Big Tech is incinerating cash to build the AI infrastructure AppLovin is simply riding the rails. I did the math on [----] CapEx Intensity" [X Link](https://x.com/davey_juice/status/2022035687785251160) 2026-02-12T19:50Z [----] followers, [----] engagements "If you don't own $nvda here either u retard or me" [X Link](https://x.com/davey_juice/status/2022105743189803359) 2026-02-13T00:29Z [----] followers, [----] engagements "Added to $alab around 126" [X Link](https://x.com/davey_juice/status/2022332474458833075) 2026-02-13T15:30Z [----] followers, [----] engagements "So now we are calling $rddt saas 😂 Added $APP and $RDDT as they look like SCREAMING buys right now Anyone else looking to snatch the unfairly targeted victims of this saas sell off Added $APP and $RDDT as they look like SCREAMING buys right now Anyone else looking to snatch the unfairly targeted victims of this saas sell off" [X Link](https://x.com/davey_juice/status/2022529265103946002) 2026-02-14T04:32Z [----] followers, [----] engagements "👀 Amidst all of this January was the biggest month for SaaS hiring in the last two years.🤦♂ https://t.co/XG3hh6aWkK Amidst all of this January was the biggest month for SaaS hiring in the last two years.🤦♂ https://t.co/XG3hh6aWkK" [X Link](https://x.com/davey_juice/status/2022627525739053335) 2026-02-14T11:02Z [----] followers, [---] engagements "Portfolio update as of 1-26-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 71.8K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $crdo $app $meli $nu $nvda $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $tsm Portfolio update as of 1-16-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 77.7K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $meli $crdo $app $nu $nvda $zs * $net * $ddog * $se Other" [X Link](https://x.com/davey_juice/status/2016113121589371325) 2026-01-27T11:36Z [----] followers, 28.4K engagements "@NovakRosicky It's just a misunderstood company similar to $crdo and $rbrk" [X Link](https://x.com/davey_juice/status/2022333142909292750) 2026-02-13T15:32Z [----] followers, [---] engagements "Anyone who didn't have their head in the sand could see for years this company was structurally not better than any other companies in industry and whole industry is commoditized I don't know why people even still talk about $dkng $DKNG earnings snapshot: This one always needs more context. Good outcome luck & the large jackpot helped the Q4 beats. Thats not structural or exciting just like them missing because of bad outcome luck in other quarters wasnt concerning. BUT the [----] guidance is awful & https://t.co/MlwfGdxRAd $DKNG earnings snapshot: This one always needs more context. Good" [X Link](https://x.com/davey_juice/status/2022353109696278624) 2026-02-13T16:52Z [----] followers, [----] engagements "$app under [---] post that ER Will go down in the books Hope this stocks still same price after management can start buyback machine again" [X Link](https://x.com/davey_juice/status/2022506995723518343) 2026-02-14T03:03Z [----] followers, [----] engagements "People like this are retarded and add no value sorry Seems the market is just starting to realize $NBIS s future potential. Believe it or not I see $NBIS reaching $500 by the end of this year. If youre following the OpenClaw hype you know whats coming. Most people simply dont get it. https://t.co/FTHXOoqPnc Seems the market is just starting to realize $NBIS s future potential. Believe it or not I see $NBIS reaching $500 by the end of this year. If youre following the OpenClaw hype you know whats coming. Most people simply dont get it. https://t.co/FTHXOoqPnc" [X Link](https://x.com/davey_juice/status/2022529317650026502) 2026-02-14T04:32Z [----] followers, 15.4K engagements "😂 be Dutch anon buy [---] shares of a tech company with my life savings stock goes up because the CEO tweeted a frog meme haven't sold a single share still eating mayo on bread for dinner government appears out of the canals like a swamp monster "GEKOLONISEERD. THAT'S https://t.co/xCqbMxd2zq be Dutch anon buy [---] shares of a tech company with my life savings stock goes up because the CEO tweeted a frog meme haven't sold a single share still eating mayo on bread for dinner government appears out of the canals like a swamp monster "GEKOLONISEERD. THAT'S https://t.co/xCqbMxd2zq" [X Link](https://x.com/davey_juice/status/2022612597292306910) 2026-02-14T10:03Z [----] followers, [----] engagements "@bdinvestingg @grok At current dilution per annum what would $nbis market cap be in [--] years at 100$ a share" [X Link](https://x.com/davey_juice/status/2022618184503918823) 2026-02-14T10:25Z [----] followers, [----] engagements "$pgy $upst @davey_juice @Gubloinvestor Loan companies typically have low PE multiples due to high credit risks (e.g. defaults) economic cyclicality sensitivity to interest rates regulatory constraints and slower growth compared to high-tech sectors. Earnings volatility makes them seem riskier leading to @davey_juice @Gubloinvestor Loan companies typically have low PE multiples due to high credit risks (e.g. defaults) economic cyclicality sensitivity to interest rates regulatory constraints and slower growth compared to high-tech sectors. Earnings volatility makes them seem riskier leading to" [X Link](https://x.com/davey_juice/status/2022623833090576583) 2026-02-14T10:47Z [----] followers, [----] engagements "What is it about $nbis that attracts the dumbest on X Honest question $NBIS will reach $200 before the middle of [----]. $NBIS will reach $200 before the middle of 2026" [X Link](https://x.com/davey_juice/status/2022626135050457578) 2026-02-14T10:57Z [----] followers, 12.2K engagements "@RJCcapital Are you gay" [X Link](https://x.com/davey_juice/status/2022742529897103681) 2026-02-14T18:39Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@davey_juice Bill 'Latency Lord' Brennan
Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates.
Engagements: [------] #
- [--] Week [---------] +3,274%
- [--] Month [---------] +586%
- [--] Months [---------] +433%
- [--] Year [----------] +376%
Mentions: [--] #
- [--] Week [---] +24%
- [--] Month [---] -2.70%
- [--] Months [-----] +68%
- [--] Year [-----] +170%
Followers: [-----] #
- [--] Week [-----] +0.67%
- [--] Month [-----] +2.30%
- [--] Months [-----] +46%
- [--] Year [-----] +87%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 78.42% finance 28.42% technology brands 25.26% social networks 4.74% countries 4.21% cryptocurrencies 1.05% celebrities 1.05% gaming 0.53% exchanges 0.53% financial services 0.53%
Social topic influence $crdo #5, $app #10, $rbrk #7, $nvda #451, ai 7.37%, $dlo #4, $meli #24, $now #192, company #1264, $net #10
Top accounts mentioned or mentioned by @novakrosicky @daveyjuice @capexandchill @drowsyinvestor @grok @manthantweets1 @park_invest @firstadopter @logicalthesis @rogercomred @bentengolds @bestinvestorevr @averagedipbuyer @lowalphahighvol @fromvalue @cjslattery @coinviction @nachonnmdr @ph0enixsmith @lucha_stocks
Top assets mentioned Credo Technology Group Holding Ltd (CRDO) AppLovin Corporation (APP) Rubrik, Inc. (RBRK) NVIDIA Corp. (NVDA) DLocal Limited (DLO) MercadoLibre Inc (MELI) Now Coin (NOW) Cloudflare, Inc. (NET) Nebius Group N.V. Class A Ordinary Shares (NBIS) Astera Labs, Inc. (ALAB) NuCypher (NU) Global-e Online Ltd. (GLBE) Sea Limited (SE) Datadog Inc (DDOG) Crowdstrike Holdings Inc (CRWD) Taiwan Semiconductor (TSM) Zscaler Inc (ZS) Advanced Micro Devices (AMD) Reddit, Inc. (RDDT) Palantir Technologies Inc. (PLTR) Duolingo, Inc. (DUOL) Alphabet Inc Class A (GOOGL) Snowflake Inc. (SNOW) Atlassian Corporation PLC (TEAM) Commault Systems, Inc. (CVLT) Salesforce Inc (CRM) ServiceNow Inc (NOW) Axon Enterprise, Inc. (AXON) Amazon.com, Inc. (AMZN) Unity Software Inc. (U) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) 4 (FOUR) Asana, Inc. (ASAN) Metadium (META) Microsoft Corp. (MSFT) Workday Inc (WDAY) Adobe, Inc. (ADBE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Added more $alab at [---] This sell off is beautiful but it's still a bit overvalued here imo However it does deserve some kind of premium The market will determine the premium in time as well as their future growth"
X Link 2026-02-12T18:23Z [----] followers, [----] engagements
"@RHouseResearch I hate toast. For me my last [--] plays are $dlo and $four Made 130% in realized gains on $adyen at least in mean time"
X Link 2025-11-06T18:53Z [----] followers, [---] engagements
"$asan CEO should use his money to buy more shares instead of making the world a more dangerous place Dustin Moskowitz is a horrible human who pays for the bail of murderers https://t.co/gMGdKAHdiO Dustin Moskowitz is a horrible human who pays for the bail of murderers https://t.co/gMGdKAHdiO"
X Link 2025-12-24T11:35Z [----] followers, [---] engagements
"$glbe has been in a battle with [--] for what seems like forever What happens next [--] becomes floor [--] remains ceiling [--] becomes floor [--] remains ceiling"
X Link 2025-12-30T20:05Z [----] followers, [---] engagements
"$dlo $glbe $snow $nu are great examples of this off top of my head The only one I bought properly after waiting for a dip (& validation of thesis) was $nu The most popular private companies are the worst IPOs to buy. Better off waiting for a big pullback. The most popular private companies are the worst IPOs to buy. Better off waiting for a big pullback"
X Link 2025-12-30T22:04Z [----] followers, [----] engagements
"I now have only 2.2x more $meli in my portfolio than $se In the past year or two it was 5-10x. I feel that they both have very good futures ahead. TBD"
X Link 2026-01-16T03:27Z [----] followers, [----] engagements
"People keep mentioning $team p.e I keep looking for the earnings I cant seem to find them. SBC is 100% of OCF and 26% of Revenue $TEAM Its zero $ for shareholders zero I really didnt think it was going to be this bad https://t.co/7vAwk1W1Yk SBC is 100% of OCF and 26% of Revenue $TEAM Its zero $ for shareholders zero I really didnt think it was going to be this bad https://t.co/7vAwk1W1Yk"
X Link 2026-01-20T13:33Z [----] followers, [----] engagements
"$ddog trades like it has schizophrenia"
X Link 2026-01-23T13:22Z [----] followers, [----] engagements
"Added a bunch more $crdo in 128s Likely my favorite play here for high upside r/r Multiple can continue to compress and my buys will yield higher returns I don't pretend to be a valuation expert based on past data I simply sum up my thoughts on the future into numbers as best I can Who knows how low it can go wouldn't be all that shocked if we see [---] or even [---] tested but I will buy on the way down one of my top [--] positions now if I remember correctly I'm very confident on this one but it's up to you to do research and understand https://twitter.com/i/web/status/2015914238229860648"
X Link 2026-01-26T22:26Z [----] followers, [----] engagements
"$DLO intends to release financial results for its fourth fiscal quarter ended December [--] [----] on March [--] [----] after market close"
X Link 2026-01-27T05:33Z [----] followers, [----] engagements
"$CRDO [--] takeaways from below quote [--]. AI clusters fail bc of the network not GPUs. When you connect tens/hundreds of thousands of GPUs even small optical link issues can ripple through the system & crash entire cluster. [--]. Optical links are a major source of instability at scale. Customers see far more intermittent failures from lasers than from copper which makes optics a reliability problem not just a cost or power choice. [--]. Some builders like xAI are redesigning data centers to avoid optics entirely. By using liquid cooling & packing racks closer together they can switch to copper AECs &"
X Link 2026-01-27T10:34Z [----] followers, [----] engagements
"Trimmed [--] $rbrk at [-----] pre market and added back [--] here at [-----] now Dipping on the shit co $cvlt er is hilarious Many on fintwit who don't know sw think that these companies are in the same ballpark They're not so thanks $cvlt for making my trim look good earlier"
X Link 2026-01-27T16:25Z [----] followers, [----] engagements
"Trimmed some $nu [-----] $meli [----] This will allow me to buy the dips hard if they come or if not get some margin relief. Still quite bullish simply routine trims bc I'm on margin. Will also allow me to buy these shares back confidently lower"
X Link 2026-01-27T18:49Z [----] followers, [----] engagements
"Added [--] more $rbrk in low 62s Other than $app it's the only saas company I have my eyes on here Clear best play in cyber imo now that $zs and $crwd have saturated their markets and are on the other side of S curve"
X Link 2026-01-27T21:30Z [----] followers, [----] engagements
"@Eyal__Weiss It's getting sold off hard on $cvlt Not the first time this has happened Last 2x it happened $rbrk showed that there is no correlation"
X Link 2026-01-27T21:35Z [----] followers, [---] engagements
"$rbrk at 12.5B market cap Excluding cash even they are trading at roughly 6.5x the run rate I expect them to hit by 4q next year. I don't know what other cyber play you would even think of buying at this point. Diff part of industry but: $crwd would have to stay flat for like a decade or have stock crash to be at similar valuation w current expected growth rates and we already know $crwd doesn't care about gaap profits (growth is barely over 20% and they haven't shown any signs of the next phase still act as if they're growing 50%). $crwd market relatively saturated and have to buy other"
X Link 2026-01-28T08:17Z [----] followers, [----] engagements
"$CRDO I will be adding to this thread as I get time. One of the best positioned companies I've seen even after the last [--] years of immense success that very few saw coming $CRDO [--] takeaways from below quote [--]. AI clusters fail bc of the network not GPUs. When you connect tens/hundreds of thousands of GPUs even small optical link issues can ripple through the system & crash entire cluster. [--]. Optical links are a major source of instability at $CRDO [--] takeaways from below quote [--]. AI clusters fail bc of the network not GPUs. When you connect tens/hundreds of thousands of GPUs even small optical"
X Link 2026-01-28T12:43Z [----] followers, [----] engagements
"$rbrk stock with less jump in stock price than a white guy with bad knees"
X Link 2026-01-28T14:08Z [----] followers, [----] engagements
"I think the answer is yes. I warned how badly she was trading a few weeks back around [--]. Don't be surprised if $rbrk hits 50s Also equally wouldn't be surprised when it goes a lot higher eventually The lower the price the more the safety and higher the potential return. Don't be emotional be logical Does $rbrk see the 50s this year Does $rbrk see the 50s this year"
X Link 2026-01-28T14:11Z [----] followers, [----] engagements
"My order to trim $meli hit at 2330ish"
X Link 2026-01-28T16:00Z [----] followers, [----] engagements
"Added more $crdo at 127.55"
X Link 2026-01-28T16:14Z [----] followers, [----] engagements
"Market refuses to understand $rbrk and $crdo I have been sticking my neck out to defend these companies that market doesn't seem to try to understand even I ain't even mad though $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and it was/is evident from results of competition but market think cyber resilience market is shrinking While there is explosion of data & AI demand https://t.co/eo8ZigQBMc $RBRK - over the last few Qtrs Rubrik mgmt explained at length how they are outpacing competition and legacy platforms and it"
X Link 2026-01-28T17:24Z [----] followers, [----] engagements
"$CRDO This man is smart $CRDO $META $MSFT capex explosion continues $META $115-$135b vs $72b in [--] $MSFT capex increased 66% YoY to $37.5b vs $34b est $CRDO $META $MSFT capex explosion continues $META $115-$135b vs $72b in [--] $MSFT capex increased 66% YoY to $37.5b vs $34b est"
X Link 2026-01-28T22:11Z [----] followers, [----] engagements
"@ChartsJavi What are your thoughts on the chart of $crdo here"
X Link 2026-01-28T22:13Z [----] followers, [---] engagements
"Getting close to my target on $now Below 115ish will start to enter my buy zone. But I will be very patient as there many cheaper faster growing companies I watch/own that I prefer. My thoughts on $now Would only be START to be interested after a 15-30% haircut My thoughts on $now Would only be START to be interested after a 15-30% haircut"
X Link 2026-01-29T03:58Z [----] followers, 11.1K engagements
"If I assume 22.5% growth of FCF-SBC for $now the forward multiple for [----] is still 39x. For a low 20s grower. Seems a bit high 30-35x makes more sense to me. This would get me 98B-115B fair value of 93$-109$ Current market cap here at [-----] is 127B Would need a 9.5-23% dip to get to this range. To me fair value is around $100 give or take 10$ either way 90-110$ is the range I would buy this thing with a long term vision If I buy here it would be for a swing and I'd have to assume multiples stay this high for ST which is plausible However I don't think multiples will stay this high for much"
X Link 2026-01-29T10:15Z [----] followers, 13.9K engagements
"Decided I was being a bit strict here so I started a small position here at [------] on $now with [--] shares with the intent to build it out more for a longer swing or to swing it quickly if price bumps a bunch in a few days. About 37.5x next year's FCF - SBC not including cash is expensive but not insane for a company like $now Haven't looked on a historical basis but would think this is one of the 'cheapest' valuations on a FCF - SBC basis it's ever traded for. If I assume 22.5% growth of FCF-SBC for $now the forward multiple for [----] is still 39x. For a low 20s grower. Seems a bit high 30-35x"
X Link 2026-01-29T12:12Z [----] followers, [----] engagements
"This company is much better than $crm / $adbe / $wday and deserves a multiple significantly higher than those. If they simply mantain a valuation around here (or even if multiple compresses slightly more) and growa their FCF - SBC 20-25% stock should work from here or just a bit lower. https://twitter.com/i/web/status/2016847843739189301 https://twitter.com/i/web/status/2016847843739189301"
X Link 2026-01-29T12:16Z [----] followers, [----] engagements
"Added [--] shares of $now at [------] Added [--] shares of $rbrk at 59.92"
X Link 2026-01-29T14:49Z [----] followers, [----] engagements
"Added [--] more shares of $now at [------] (now 36x FCF-SBC my [----] estimates) - added [--] shares total today here. Added [--] more shares of $rbrk at 58.44- added [--] shares total here today Anyone who's been in SW a while understands multiples can always go lower as SW trades on sentiment and vibes mostly $NOW is one of the few with a decent FCF - SBC multiple w durable growth and nice sticky retention Long high quality SW Added [--] shares of $now at [------] Added [--] shares of $rbrk at [-----] Added [--] shares of $now at [------] Added [--] shares of $rbrk at 59.92"
X Link 2026-01-29T15:16Z [----] followers, [----] engagements
"Don't like to leave you guys in the dark so I remember when I was in Curitiba (a few weeks back) I warned you the chart on $rbrk didnt look good and 50s was possible. Hope you guys were more patient than me. Very few on here can look at holdings they think is attractive and admit it probably goes lower even as they accumulate. I am a man of the people. With that said I find it very attractive here https://twitter.com/i/web/status/2016894771223040061 https://twitter.com/i/web/status/2016894771223040061"
X Link 2026-01-29T15:22Z [----] followers, [----] engagements
"Added [--] shares to $crdo at [------] 😋"
X Link 2026-01-29T15:31Z [----] followers, [----] engagements
"Added [--] more $crdo at [------] Added more $rbrk at 57.9"
X Link 2026-01-29T16:48Z [----] followers, [----] engagements
"Trimmed a few more $nu at [-----] Looks like it wants to push [--] but I'll trim on way and leave it a top 8-10 position as well"
X Link 2026-01-29T22:45Z [----] followers, [----] engagements
"$ddog chart always looks kinda like this"
X Link 2026-01-30T11:44Z [----] followers, [----] engagements
"$NOW down 51% from ATH ServiceNow is in its largest drawdown ever. $NOW https://t.co/QobGM2pQOY ServiceNow is in its largest drawdown ever. $NOW https://t.co/QobGM2pQOY"
X Link 2026-01-30T11:46Z [----] followers, [----] engagements
"Bro Trump has gotta stop tanking our currency Side note the reai is much much stronger than a year ago $nu rising due to that imo"
X Link 2026-01-30T14:25Z [----] followers, [----] engagements
"Added about [--] shares to $rbrk at 55.5"
X Link 2026-01-30T18:14Z [----] followers, [----] engagements
"Added to $se at 116"
X Link 2026-01-30T21:02Z [----] followers, [----] engagements
"Actually hilarious that $crwd and $net haven't been nuked yet"
X Link 2026-01-30T21:02Z [----] followers, 11.7K engagements
"@drowsyinvestor $axon still very expensive imo No go zone for me. much better opportunities in the market imo that don't rely on a massively elevated multiple"
X Link 2026-01-31T08:21Z [----] followers, [---] engagements
"$APP Market has never understood the ad space all that well. Whenever any general industry news is released the reactions are quite extreme and not nuanced. Opportunity here especially as e-commerce scales even close to how gaming did (10x bigger TAM). Earnings in [--] days. Is APP selling off on Genie That's not very smart if so. More inventory is amazing for them. Ad load up more data for targeting the process of routing eyeballs immensely more valuable the list goes on. Is APP selling off on Genie That's not very smart if so. More inventory is amazing for them. Ad load up more data for"
X Link 2026-01-31T12:30Z [----] followers, [----] engagements
"Brutal [---] years for $duol holders who didn't take a profit. Don't be a pig. Now it's 5x last quarter annualized sales more or less. Not interested in a language learning company that is one of many with no real differentiation but maybe an opportunity here for those bullish"
X Link 2026-01-31T15:13Z [----] followers, [----] engagements
"I've been saying this would happen for a while. $duol shareholders got greedy. No excuse to have not sold it sometime on the rise. The TAM is only so big and they captured a lot of it. Now there are many equivalent or better options available I know this well as I have spent almost a year travelling in the past few years and have met many many travelrs learning language Have spoken about this many times Banking on a $DUOL recovery when their social media trends look this bad feels risky. Their organic growth engine is still broken. Still TBD on fixes working. @tickerplus been all over this."
X Link 2026-01-31T15:37Z [----] followers, [----] engagements
"Best deal for LT $rbrk $nvda $crdo $app RBRK NVDA APP CRDO RBRK NVDA APP CRDO"
X Link 2026-01-31T21:42Z [----] followers, [----] engagements
"3 moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at 121"
X Link 2026-02-02T15:14Z [----] followers, [----] engagements
"I started to add back to my $dlo position here at [-----] as the wash sale window on my past tax reduction sales have expired I am looking into buying more $dlo once the wash sale window ends. In about 10-11 market days Ill be good. Its very attractive here at 16x analysts [----] estimates (likely 13-15x in reality). $14.5 and under is a range Ill start to add back some type of % of my shares I I am looking into buying more $dlo once the wash sale window ends. In about 10-11 market days Ill be good. Its very attractive here at 16x analysts [----] estimates (likely 13-15x in reality). $14.5 and"
X Link 2026-02-02T15:30Z [----] followers, [----] engagements
"Posted this earlier but will attach here as well. Started to add to $dlo added just [--] shares for now at 13.48"
X Link 2026-02-02T17:00Z [----] followers, [---] engagements
"Added [--] shares to $se [----] [--] moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at [---] [--] moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at 121"
X Link 2026-02-02T17:01Z [----] followers, [----] engagements
"Anyone invested in $snap deserves this lesson It's been an obvious shit co for years now If you own this and you've been invested for years you should probably think deeply if investing in individual equities is for you $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The financial engineering looks criminal. Snapchat is a $11.5B company that has 1B MAU with Q3 adjusted EBITDA $132M. However: - $SNAP stock comp for the last 12M $2.5 Billion. Yes https://t.co/7gLKLGBDks $SNAP is close to all time lows at $6.7 despite growing revenues/profit. Here's why: The"
X Link 2026-02-03T08:44Z [----] followers, [----] engagements
"Added more to $crdo at 109"
X Link 2026-02-03T17:03Z [----] followers, [----] engagements
"More sets of adds here $app [---] $nvda [-----] $dlo [-----] $crdo 106"
X Link 2026-02-03T19:50Z [----] followers, [----] engagements
"If you honestly think SW becomes irrelevant with AI I think you are retarded Simple"
X Link 2026-02-04T13:19Z [----] followers, [----] engagements
"$CRDO doesnt publicly break out revenue by optics vs electrical. they report total product revenue only. Whats disclosed is that optical connectivity is a stated growth area and incremental hyperscale capex increases demand for high speed optical bandwidth regardless of current mix. If I had to guess somewhere between 1/4 to 1/3. https://twitter.com/i/web/status/2019268712251949242 https://twitter.com/i/web/status/2019268712251949242"
X Link 2026-02-05T04:35Z [----] followers, [---] engagements
"In the screen shot you can see $hubs doesn't have a pe No valuation support for these companies when volatility hits Down 70% and growing revenue at 20% year over year. This selloff is wild. https://t.co/4xreIjoEXu Down 70% and growing revenue at 20% year over year. This selloff is wild. https://t.co/4xreIjoEXu"
X Link 2026-02-05T04:52Z [----] followers, [----] engagements
"@firstadopter Thoughts on $crdo"
X Link 2026-02-05T05:01Z [----] followers, [----] engagements
"Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control"
X Link 2026-02-05T15:54Z [----] followers, [----] engagements
"@CapexAndChill Both aren't investable for me bc they've likely captured most of the market share possible"
X Link 2026-02-05T23:10Z [----] followers, [---] engagements
"@CapexAndChill I also think neither have much differentiation and brand of $nflx is severely damaged and continues to get worse at least in the circles I'm in"
X Link 2026-02-05T23:21Z [----] followers, [---] engagements
"I love when the market gets sliced quickly A slow and painful death by a million cuts is far worse and causes more of a destruction of capital Will continue buying the best opportunities I see I prefer buying on way down The best buys hurt the most Who knows when bottom comes but I'm not trying to time it"
X Link 2026-02-05T23:25Z [----] followers, [----] engagements
"@BuzzsawEJ Margin"
X Link 2026-02-06T01:00Z [----] followers, [---] engagements
"$amd can't even grow from q4 to q1 AI accelerating so fast bro $AMD CEO LISA SU SAID: AI is accelerating at a pace that I would not have imagined https://t.co/Lu3LeSUXlv $AMD CEO LISA SU SAID: AI is accelerating at a pace that I would not have imagined https://t.co/Lu3LeSUXlv"
X Link 2026-02-06T11:29Z [----] followers, [----] engagements
"Views from the top of a preserved dune"
X Link 2026-02-07T20:02Z [----] followers, [---] engagements
"Be in North Brazil Find a juicy mango that fell off a tree. Eat the mango Natal is underrated even in Brazil"
X Link 2026-02-08T19:33Z [----] followers, [---] engagements
"Sad state of things in USA Serena Williams injects herself with a GLP-1 weight loss drug as millions watch the Super Bowl. She dances and shows off how convenient it is to get GLP-1s using the Ro app. She even says you can get them in pill form. I miss the days when the Super Bowl sold beer & trucks. https://t.co/snXlyGHZfS Serena Williams injects herself with a GLP-1 weight loss drug as millions watch the Super Bowl. She dances and shows off how convenient it is to get GLP-1s using the Ro app. She even says you can get them in pill form. I miss the days when the Super Bowl sold beer &"
X Link 2026-02-09T10:52Z [----] followers, [----] engagements
"$mndy I'm happy I only traded this a few times All time lows coming today When I was interested at first I spoke to many insiders and people in industry who told me that this company was not defensible in many ways"
X Link 2026-02-09T12:48Z [----] followers, [----] engagements
"Just IPO this and slap a 25x multiple on this Better yet 50x I'm sure it'll work out well for investors If public this would be $120B If public this would be $120B"
X Link 2026-02-10T05:12Z [----] followers, [----] engagements
"It would also do very little for $amzn s/h and wont move the needle and is just a legacy company . Another dumb tweet by this guy I think $AMZN acquiring $ZM would totally make sense. [--]. Increases their stake in Anthropic [--]. Could tie it into their AWS offerings [--]. Could leverage it in their healthcare segment I think $AMZN acquiring $ZM would totally make sense. [--]. Increases their stake in Anthropic [--]. Could tie it into their AWS offerings [--]. Could leverage it in their healthcare segment"
X Link 2026-02-10T05:19Z [----] followers, [----] engagements
"$googl cloud grew 48% This guy isn't in the know If $GOOGL misses every AI stock is going to simultaneously implode If $GOOGL misses every AI stock is going to simultaneously implode"
X Link 2026-02-10T05:21Z [----] followers, [----] engagements
"Was so close to pulling trigger on a large buy on $tsm around [---] Everyone on here that follows me closely knows I've been buying between 280-330 for ages And selling around [---] Maybe this is the time where we don't see low 300s again Can't win em all I was feeling a bit hesitant only bc my margin was getting too large Have to be relatively conservative with how high my margin gets incase the market were to really shit the bed Most of my buys up the same or more anyways but still hurts haha https://twitter.com/i/web/status/2021188270583914550"
X Link 2026-02-10T11:43Z [----] followers, [----] engagements
"@Lucha_Stocks @LogicalThesis Is this sarcasm"
X Link 2026-02-11T03:51Z [----] followers, [--] engagements
"$frhc I owned this and made 20-30% off it back in [----]. Its up about 4-5x from where I sold. In [---] years public its up 2160%. The financials were so good I thought it might be fraud. Likely a vehicle for Russian oligarchs to get their money out since the war started as well. They primarily operate in Kazakhstan Armenia Cyprus. Their financials are even more sketch looking tbh. @Noalgos $frhc is the goat Kazak company @Noalgos $frhc is the goat Kazak company"
X Link 2025-10-15T21:58Z [----] followers, [----] engagements
"At this point there are [--] companies that meet my standards AND also meet my valuation framework to ensure likely returns above market average. I would argue that $crwd $zs $glbe $amd are on edge of being companies I don't care much to hold and $net valuation is wild. Without making money off covered calls I would be mostly out these names. The [--] names I'm excited about on a multi year horizon: $meli $rbrk $nu $crdo $ddog $app $nvda $se $dlo $tsm $alab Watchlist with additional [--] names in order from favorite to most speculative: $pltr $axon $snow $nbis $oust Other than these [--] (21 including"
X Link 2025-12-25T20:32Z [----] followers, [----] engagements
"$CRDO Credo Technology Group Holding Ltd (CRDO.NaE) an innovator in providing secure high-speed connectivity solutions that deliver improved reliability and energy efficiency today announced that Bill Brennan President and CEO and Dan Fleming CFO are scheduled to present at the following upcoming investor conference. Conference: 28th Annual Needham Growth Conference Date: Wednesday January [--] [----] Time: 9:30 a.m. ET https://twitter.com/i/web/status/2008821777867088062 https://twitter.com/i/web/status/2008821777867088062"
X Link 2026-01-07T08:43Z [----] followers, [----] engagements
"My covered calls on $glbe expire in a month. If their next ER and guide doesnt WOW me I will dump this position for good use it towards lowering my margin. It is debatably the weakest idea in my portfolio atm and is allocated as my smallest position now. Still bullish LT but less so than others. Growth has slowed too fast here and they dont have full control of their eco system. I dont see any obvious reason for re-acceleration to occur https://twitter.com/i/web/status/2012141525715603898 https://twitter.com/i/web/status/2012141525715603898"
X Link 2026-01-16T12:34Z [----] followers, [---] engagements
"$iot has no business being valued at a higher market cap than $rbrk imo Fan favorite $IOT at [---] year lows.nasty 33% correction in [--] weeks Fan favorite $IOT at [---] year lows.nasty 33% correction in [--] weeks"
X Link 2026-01-28T07:58Z [----] followers, [----] engagements
"EV/SALES is what got SaaS shareholders in trouble. It's time to use FCF-SBC multiples or GAAP multiples. Lots of these companies use shareholders as doormats Look at the more mature ones who have 10B+ in annual sales. Terminal valuation is 10x-25x FCF-SBC Most fast growers don't even have a FCF-SBC ratio which is the problem SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future"
X Link 2026-01-31T16:08Z [----] followers, [----] engagements
"Not understanding why market punishing $rbrk and $crdo a lot here Both have massive potential and are misunderstood imo. My [--] largest positions atm without a covered call $RBRK job postings hit a new record high and were up 50% Q/Q that we believe shows the plan to continue to invest for share gains and to support durable high-growth - Piper $RBRK job postings hit a new record high and were up 50% Q/Q that we believe shows the plan to continue to invest for share gains and to support durable high-growth - Piper"
X Link 2026-02-03T08:42Z [----] followers, [----] engagements
"Less than [--] weeks till my $glbe covered calls expire. At the moment my thoughts are to completely sell out of the position at that time Only way I'll consider holding some is if earnings and guide destroy estimates"
X Link 2026-02-03T09:06Z [----] followers, [----] engagements
"Big adds to $app [---] $crdo [---] $rbrk [--] $now [-----] $se [-----] $nvda [-----] Trimmed a bit of $nu near 18.5"
X Link 2026-02-03T15:19Z [----] followers, [----] engagements
"Added [--] shares to $app between 399-404"
X Link 2026-02-04T14:09Z [----] followers, [----] engagements
"$crdo Most people don't understand the space all that well and act as if they do Inside a TPU chip and board $goog uses electrical connections. But when TPUs are scaled into pods and superpods Google uses optical links and optical switching to connect racks and clusters. That expansion increases demand for high speed optical connectivity and signal processing which is where CRDO thrives. As TPU capacity grows the need for more optical bandwidth scales with it. @davey_juice No google tpu uses optics for both scale up n out @davey_juice No google tpu uses optics for both scale up n out"
X Link 2026-02-05T03:28Z [----] followers, [----] engagements
"$RBRK $RBRK @bipulsinha is saying Q4 was "very strong quarter" and Rubrik beat all guided metrics @WisemanCap @davey_juice https://t.co/IkP0SLQpPs $RBRK @bipulsinha is saying Q4 was "very strong quarter" and Rubrik beat all guided metrics @WisemanCap @davey_juice https://t.co/IkP0SLQpPs"
X Link 2026-02-05T03:30Z [----] followers, [----] engagements
"If $rbrk stays in low 50s I'll be adding more tmw very likely"
X Link 2026-02-05T04:50Z [----] followers, [----] engagements
"On top of these adds Added [--] shares to $now at [-----] [--] shares to $rbrk at [-----] Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control https://t.co/bij15YeC1c Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control https://t.co/bij15YeC1c"
X Link 2026-02-05T16:41Z [----] followers, [----] engagements
"Added [--] shares to $rbrk at [-----] Added [--] shares to $now 101.68"
X Link 2026-02-05T21:56Z [----] followers, [----] engagements
"$team has a negative gaap PE No valuation support for negative p.e 55M in TTM FCF minus SBC Not a serious company $TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software. $TEAM down 70% over the last year. Stable forward estimates during that time. FCF multiple from 43x to 14x during that time. Beats & raises across the board tonight. Punished more. Sums up the current mindset towards software"
X Link 2026-02-06T11:11Z [----] followers, [----] engagements
"In this round of woke European women gone wild At live music bar on Brazil Ask woman where she's from and she's from Belgium I say I'm from USA She makes a thumbs down and a face saying oh that's not good your country sucks Tell her I love my country and voted for Trump 3x Mic drop exit scene while she makes a shocked face and starts to whisper to her friends Can't wait for round [--]. https://twitter.com/i/web/status/2019734600277209393 https://twitter.com/i/web/status/2019734600277209393"
X Link 2026-02-06T11:27Z [----] followers, [----] engagements
"Feels good that I sold the top of $cpng more or less Coupang has to be a buy here. $cpng https://t.co/W3oiq4sGRv Coupang has to be a buy here. $cpng https://t.co/W3oiq4sGRv"
X Link 2026-02-06T11:48Z [----] followers, [----] engagements
"My portfolio has been undergoing a transition that won't be fully completed until my covered calls expire Very happy with how it's been going The top of my port (minus $crwd) is filled with high conviction names that I believe have years of high & profitable growth ahead"
X Link 2026-02-09T11:44Z [----] followers, [----] engagements
"$alab is much more expensive with much less growth than $crdo Probably still flies and a great company but imo more is priced and more MT/LT competition I choose $crdo $CRDO Hard to believe $ALAB doesnt shock & awe after the Credo news. $CRDO Hard to believe $ALAB doesnt shock & awe after the Credo news"
X Link 2026-02-10T05:15Z [----] followers, [----] engagements
"Recently I've been vouching for and buying just a few companies The large bulk of my buys went towards: $crdo $nvda $app $rbrk 3/4 were absolutely bent over w price action relative to their fundamentals The other was just flat out hilariously cheap (nvda) Let the records show. https://twitter.com/i/web/status/2021186203618300171 https://twitter.com/i/web/status/2021186203618300171"
X Link 2026-02-10T11:35Z [----] followers, [----] engagements
"$app $crdo These [--] companies provided a great oppty for any rational investor who understands either $APP is also pumping AH. Basically it's just a bunch of HK/Chinese hedge funds who shorted $APP and $CRDO together covering their shorts. $APP is also pumping AH. Basically it's just a bunch of HK/Chinese hedge funds who shorted $APP and $CRDO together covering their shorts"
X Link 2026-02-10T11:46Z [----] followers, [---] engagements
"OMG The $rbrk CEO is philosophical and has a creative and unique mindset. Sell this company drowsy and go back to sleep after you hit your head against the wall enough to get tired from the concussion bc you don't like this tweet 😂 Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall. https://t.co/3uSjgSWRC4 Some part of investing are pretty easy. When a CEO buys his own"
X Link 2026-02-10T12:03Z [----] followers, [----] engagements
"What in god's name Why even tweet this $duol Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T12:07Z [----] followers, [----] engagements
"Yep I've been following Bipul for sometime and he is a philosophical person If you don't like it sell $rbrk Life goes on @drowsyinvestor @davey_juice I wouldn't read too much into it he does appreciate philosophy. He has posted similar stuff in the past. Look at this post from New Year's nothing really suspicious. https://t.co/baTxsLlUzk @drowsyinvestor @davey_juice I wouldn't read too much into it he does appreciate philosophy. He has posted similar stuff in the past. Look at this post from New Year's nothing really suspicious. https://t.co/baTxsLlUzk"
X Link 2026-02-10T14:36Z [----] followers, [----] engagements
"$ddog $rbrk and $path are [--] completely diff businesses that have no correlation 😂 Why does anyone follow this guy $DDOG as a read through is great for $PATH and $RBRK earnings coming up. Their multiples are both compressed so theres a chance earnings are a strong catalyst if they best and raise guidance. Less confident in $PATH because they still need to show they can execute the $DDOG as a read through is great for $PATH and $RBRK earnings coming up. Their multiples are both compressed so theres a chance earnings are a strong catalyst if they best and raise guidance. Less confident in $PATH"
X Link 2026-02-10T18:15Z [----] followers, [----] engagements
"Accurate $ddog has been accelerating for a few quarters now while most SW has been decelerating for years Different games Software guys are punching the air again after one green day. And if I understand correctly the name that crushed was DDOG which seems like a bet more insulated from AI risk. Tells me no one really knows what any of these businesses does as the entire space trades as one. Software guys are punching the air again after one green day. And if I understand correctly the name that crushed was DDOG which seems like a bet more insulated from AI risk. Tells me no one really knows"
X Link 2026-02-10T18:18Z [----] followers, [----] engagements
"$net is not a shit co but investors have bid it too high It's just a bit of a bubble ATM Could be flat for [--] years if they don't continue accelerating everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is making [---] million a year grwoing 70% trading at [--] billion. going forward Reddit numbers look much better everyone wants to know why I think $net is a shitco is because they are only growing 33% and losing [--] million a year and trading at [--] billion valuation. while $Rddt is"
X Link 2026-02-11T00:23Z [----] followers, [----] engagements
"@RogerComred Right until narrative changes Who knows when that comes Probably when acceleration stops"
X Link 2026-02-11T00:50Z [----] followers, [--] engagements
"@dividendology What a strange list"
X Link 2026-02-11T00:51Z [----] followers, [---] engagements
"The tollbooth of the ai agent economy Fucking ay Pulling one out of Shay's playbook Wow. $NET just hit it out of the park. This could very easily be THE tollbooth of the AI Agent Economy. Revenue up 34% DBNR accelerating to 120% Wow. $NET just hit it out of the park. This could very easily be THE tollbooth of the AI Agent Economy. Revenue up 34% DBNR accelerating to 120%"
X Link 2026-02-11T01:53Z [----] followers, [----] engagements
"@Osint613 Fuck em"
X Link 2026-02-11T04:05Z [----] followers, [---] engagements
"Buy targets ATM (for now): $app under [---] $dlo under [--] $crdo under [---] $nvda under [---] $tsm (don't own now) under [---] $rbrk under [--] $alab under [---] (down own ATM and still would be very expensive) $meli under 2k"
X Link 2026-02-11T04:12Z [----] followers, [----] engagements
"$NET Look at the diff between GAAP EBIT and EBIT Beating revenue guide by 2% but missing EBIT guide by 8% Market only cares about bottom line when acceleration stops accelerating They have to continue acceleration forever or the stock will take a big hit at some point. Who knows when but a re rating likely occurs soon unless they pull a full on $pltr and continue accelerating until like 70% and start to actually make money on the bottom line at a respectable clip $NET earnings snapshot: https://t.co/n1CfRbdDY6 $NET earnings snapshot: https://t.co/n1CfRbdDY6"
X Link 2026-02-11T07:46Z [----] followers, [----] engagements
"Added back 1/2 the $app I trimmed yesterday at [---] here at [---] Ready to buy more if the decline becomes more excessive Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility"
X Link 2026-02-11T12:40Z [----] followers, [----] engagements
"@sj_xxxxxxx Not sustainable unless they pull a $pltr and start to be profitable and accel to 70% over the next [--] quarters slowly Low low odds Most investors have no idea what they're underwriting at these prices imo"
X Link 2026-02-11T12:49Z [----] followers, [---] engagements
"Initiated a position in $alab again here at [-----] after trading it successfully a few times this year Let the blood continue. Still overvalued but I dont mind paying this price I discussed yesterday how my buy area was below 150"
X Link 2026-02-11T15:00Z [----] followers, [----] engagements
"Added more $alab at [-----] [--] shares now Being purposefully slow to make this a position with any real size Initiated a position in $alab again here at [-----] after trading it successfully a few times this year Let the blood continue. Still overvalued but I dont mind paying this price I discussed yesterday how my buy area was below [---]. Initiated a position in $alab again here at [-----] after trading it successfully a few times this year Let the blood continue. Still overvalued but I dont mind paying this price I discussed yesterday how my buy area was below 150"
X Link 2026-02-11T20:03Z [----] followers, [----] engagements
"Added [--] shares to $app at [------] $APP AppLovin Corp down almost 7% after-hours despite delivering a better than expected quarter and outlook. Q1-2026 Guidance: 🔹 Revenue of $1745.00 - $1775.00 million: +3.56% above consensus estimates. 🔹 Adjusted EBITDA of $1465.00 - $1495.00 million: +6.50% above https://t.co/tvqbcYOiuC $APP AppLovin Corp down almost 7% after-hours despite delivering a better than expected quarter and outlook. Q1-2026 Guidance: 🔹 Revenue of $1745.00 - $1775.00 million: +3.56% above consensus estimates. 🔹 Adjusted EBITDA of $1465.00 - $1495.00 million: +6.50% above"
X Link 2026-02-11T21:19Z [----] followers, [----] engagements
"$app Rule of [--] scores as of Q4 2025: $APP: [---] . . . . . $PLTR: [---] Rule of [--] scores as of Q4 2025: $APP: [---] . . . . . $PLTR: 127"
X Link 2026-02-11T21:50Z [----] followers, [----] engagements
"Added more $app at [-----] Eating out here Added [--] shares to $app at [------] Added [--] shares to $app at 423.95"
X Link 2026-02-11T23:33Z [----] followers, [----] engagements
"@CapexAndChill Lmk what you think after I think they surpassed analysts estimates and met mine"
X Link 2026-02-12T02:18Z [----] followers, [---] engagements
"I previously successfully swing traded $axon twice in past 3-4 months very successfully (once gaining a ton in just [--] hours) Both times I bought bw 500-550. This time I won't flinch until we get within 10-20$ of [---] or better yet into the 400s. Ideally this thing gets cut in half to a legit digestable valuation. Keeping an eye here. One of the few quality companies I would to own but don't. Valuation still a bit wacko imo $AXON just dumped nearly 10% today on no news 🤣 $AXON just dumped nearly 10% today on no news 🤣"
X Link 2026-01-29T03:35Z [----] followers, [----] engagements
"Why does everyone obsess over $csu shit co"
X Link 2026-02-04T01:29Z [----] followers, [----] engagements
"Added to $app [---] Added to $crdo [--] Added to $nbis [----] Added to $nvda [------] Added to $dlo 12.89"
X Link 2026-02-04T21:15Z [----] followers, [----] engagements
"$crdo should benefit a lot from $goog massive cap ex now expected acceleraton way past street estimates No signs of cap ex slowing"
X Link 2026-02-04T21:48Z [----] followers, [----] engagements
"Added [--] $crdo @ 94.4"
X Link 2026-02-05T14:16Z [----] followers, [----] engagements
"$crdo should be a lot higher 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z"
X Link 2026-02-05T21:59Z [----] followers, [----] engagements
"$nvda $tsm $crdo gonna have a field day in [----] Altogether that's over $650 billion. https://t.co/KmGnkRES03 Altogether that's over $650 billion. https://t.co/KmGnkRES03"
X Link 2026-02-06T11:33Z [----] followers, [----] engagements
"$crdo imo Name a great business (and stock) that somehow has stayed somewhat under the radar Name a great business (and stock) that somehow has stayed somewhat under the radar"
X Link 2026-02-09T02:31Z [----] followers, [----] engagements
"$crdo was easy money under 100$ Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi"
X Link 2026-02-10T05:02Z [----] followers, [----] engagements
"People seem to think that $crdo is hindsight bias but I was buying it all the way down and pounding the table more than any account I've come across @davey_juice Hindsight bias.🤣 @davey_juice Hindsight bias.🤣"
X Link 2026-02-10T05:08Z [----] followers, [----] engagements
"$CRDO is now my largest position if ah trading holds"
X Link 2026-02-10T05:13Z [----] followers, [----] engagements
"Been telling everyone who would listen $crdo is the most mis-understood company above 20b that I follow $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4 $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4"
X Link 2026-02-10T05:13Z [----] followers, [----] engagements
"$crdo to the moon faster than your boy Elon musk this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month Credo's latest optical this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month Credo's latest optical"
X Link 2026-02-10T11:44Z [----] followers, [----] engagements
"Databricks and $pltr have won the battle vs $snow imo I sold $snow for a 70/80% or so gain in the high 200s. Which isn't that impressive considering I held from IPO and bought the dips heavily. I can admit when I was only half right on my thesis but the former [--] are the best pure saas stories ( $app is SW but not grouped in with these imo as it trades diff and in ads) No plans of reentering $snow as the growth isn't that impressive anymore and the bottom line looks worse than the finances of a teenage girl who stole her mom's credit card and went absolutely bonkers. Drunken sailors. I say"
X Link 2026-02-10T11:53Z [----] followers, [----] engagements
"How bullish have I been on $crdo Look at my user name for the past few months (maybe 6+ months now hard to remember exactly) The latency lord delivers every time. Bill is a god amongst men"
X Link 2026-02-10T11:54Z [----] followers, [----] engagements
"Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility"
X Link 2026-02-10T14:38Z [----] followers, [----] engagements
"Tried to tell everyone for almost a year that estimates were far too low on $crdo $CRDO Needham CRDO announced preliminary revenue for F3Q26 and updated its revenue guidance for F4Q26/FY27. F3Q26 revenue is now expected to be $406MM at the midpoint well above prior expectations of $340MM. Additionally CRDO now expects revenue will grow at a MSD % Q/Q in $CRDO Needham CRDO announced preliminary revenue for F3Q26 and updated its revenue guidance for F4Q26/FY27. F3Q26 revenue is now expected to be $406MM at the midpoint well above prior expectations of $340MM. Additionally CRDO now expects"
X Link 2026-02-10T18:06Z [----] followers, [----] engagements
"Bought back all of the shares I sold of $crdo yesterday at [---] here at [-----] My trims worked perfectly on these [--] $crdo $app Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility"
X Link 2026-02-11T15:02Z [----] followers, [----] engagements
"Happy $alab allowed me a nice entry today and brought $crdp to nice prices as a well Are you someone who cares mods about SP action or fundamentals"
X Link 2026-02-12T02:17Z [----] followers, [----] engagements
"$rddt is a left wing Shit co that will one day be ex growth (growing less than 12% for me is ex growth) in next 2-3 years that deserves a 20x multiple imo $RDDT - a company with 4050%+ revenue growth 90%+ gross margins 45%+ EBITDA margins in the latest quarter massive FCF conversion data licensing tailwinds and a $1B buyback authorization. Trading at [--] to [--] x multiple for NTM EV/EBITDA On Technical - At gap test On https://t.co/JMBcdYBTV1 $RDDT - a company with 4050%+ revenue growth 90%+ gross margins 45%+ EBITDA margins in the latest quarter massive FCF conversion data licensing tailwinds"
X Link 2026-02-12T02:20Z [----] followers, [----] engagements
"@BenTenGolds I think you have no idea how I operate I've been calling $rddt a shit co for years"
X Link 2026-02-12T07:53Z [----] followers, [---] engagements
"@Investor_NICK_ Why are you invested in $u is the question"
X Link 2026-02-12T08:04Z [----] followers, [---] engagements
"@AzatAlsalim Spain has really fallen off hard"
X Link 2026-02-12T11:54Z [----] followers, [---] engagements
"@Spencer_Invest @SimeonResearch_ Western and Northern Europe is getting more extreme by the day brother No going back likely. Dutch women are some of the most woke I've ever met"
X Link 2026-02-12T13:35Z [----] followers, [--] engagements
"@NovakRosicky No doubt $crdo makes a lot more sense and is 15-20x larger position"
X Link 2026-02-12T13:35Z [----] followers, [---] engagements
"Added [--] more $app at 395"
X Link 2026-02-12T14:37Z [----] followers, [----] engagements
"Added to $alab at 138"
X Link 2026-02-12T16:10Z [----] followers, [----] engagements
"@bestinvestorevr I don't take cues from others personally Also fintwit isn't everyone I haven't seen many adding even still"
X Link 2026-02-13T15:31Z [----] followers, [---] engagements
"Dan Ives is hilarious because he once had $rblx and $bidu from his AI list And for many other reasons 🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff is way overdone. The AI Revolution is just beginning and Wedbush believes tech stocks https://t.co/H2ASV8wFLY 🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff"
X Link 2026-02-09T13:17Z [----] followers, [----] engagements
"I wonder if this will affect $adyen and $asml I avoid European investments these days Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll"
X Link 2026-02-12T11:35Z [----] followers, [----] engagements
"@AverageDipBuyer Adyen too lol but ya it's a blood bath in Fintech world"
X Link 2026-02-12T16:40Z [----] followers, [---] engagements
"$app now positive in the last [--] days Luckily I sold a lot of my shares I bought on original dip at 460-476 and now after that earnings beat I own more shares than when the stock came here originally"
X Link 2026-02-12T19:46Z [----] followers, [----] engagements
"@LowAlphaHighVol It's fair to admit when a biz doesn't make sense to you. I have done the same with certain companies/industries Sometimes the "too hard" pile is great to put a company in. Investing is personal and one needs conviction to invest in a high beta name"
X Link 2026-02-13T15:32Z [----] followers, [---] engagements
"All that is great but I wouldn't call $net a gem here at this price. It's more than priced in $NET Acceleration across all metrics. Highlighted the difference between software infrastructure and applications. - Revenue growth of 34% in 4Q25 (acceleration for the 3rd straight quarter) - Revenue from channel partners +70%; channel now makes up 28.6% of revenues up https://t.co/osVOpzHHIs $NET Acceleration across all metrics. Highlighted the difference between software infrastructure and applications. - Revenue growth of 34% in 4Q25 (acceleration for the 3rd straight quarter) - Revenue from"
X Link 2026-02-11T07:39Z [----] followers, [----] engagements
"Added [--] more shares of $APP at [---] Now we talking deep value territory"
X Link 2026-02-12T15:42Z [----] followers, [----] engagements
"Added a bit back to $meli at [----] Some very light trims on a few names like $nbis & $crdo to manage margin"
X Link 2026-02-06T15:44Z [----] followers, [----] engagements
"$app down 4% on back of the shit co $u is hilarious $U guidance meh Q1 [----] revenue $480-490M Est $491.8M $U guidance meh Q1 [----] revenue $480-490M Est $491.8M"
X Link 2026-02-11T12:24Z [----] followers, [----] engagements
"If you annualize 4q $app trading around 30x earnings Now if we assume a modest 35% growth it's trading at 22x next year 4q annualized Straight up cheap however you look at it and they'll likely grow much faster imo"
X Link 2026-02-12T00:11Z [----] followers, [----] engagements
"$NBIS Not touching this name again until it settles into a price range after missing badly on ER I understand that they don't have the capacity for more and are sold out and maybe that's a rich man's problem but at the same time it just shows you the problems of a cap ex heavy biz. The only cap ex heavy biz I care a lot for atm are $meli and $tsm I can't get over how much money and dilution they continuously need to pour in here and still aren't even close to having enough capacity. I think this biz will be lower margin in real terms than most think Anyways might start to trade again after"
X Link 2026-02-12T14:28Z [----] followers, [----] engagements
"Add $dlo to this list The only Fintech I'm bullish on Best ER in it's history last q and market doesn't care Fintech trades worse than even SW and Fintech is actually profitable typically and ran well FinTech is getting destroyed day after day after day. What does Mr. Market know that we dont https://t.co/bFrG39AWYd FinTech is getting destroyed day after day after day. What does Mr. Market know that we dont https://t.co/bFrG39AWYd"
X Link 2026-02-12T16:38Z [----] followers, [----] engagements
"$APP FCF machine going to gobble up more shares than your fat uncle at Thanksgiving when his sister in law is cooking up his favorite plates if prices stay where they are or go lower AppLovin $APP: The Buyback Signal Hidden in the Q4 Print While the market obsesses over "AI disruption" fears and compresses the multiple Ive been updating my models to see what management is actually doing with their cash. The chart below tells a story of both conviction https://t.co/TVqmF1HdaD AppLovin $APP: The Buyback Signal Hidden in the Q4 Print While the market obsesses over "AI disruption" fears and"
X Link 2026-02-12T19:43Z [----] followers, [----] engagements
"I called $coin a shit co the whole way up and got nothing but hate You get it now BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion BREAKING: Coinbase $COIN earnings: - EPS: [$-----] est: $0.96 - Revenue: $1.78 billion est: $1.83 billion"
X Link 2026-02-12T21:40Z [----] followers, [----] engagements
"Added a bit more $app here at [---] It's almost unheard of to see this kind of disconnect from fundamentals from my pov at least when a company isn't over valued and insanely profitable"
X Link 2026-02-13T12:08Z [----] followers, [----] engagements
"SW is dead but $googl cloud growing 48% 😂 Google Cloud just reported 48% YoY revenue growth. That's their fastest growth rate in more than [--] years. $GOOGL https://t.co/5eJGebDcLE Google Cloud just reported 48% YoY revenue growth. That's their fastest growth rate in more than [--] years. $GOOGL https://t.co/5eJGebDcLE"
X Link 2026-02-05T04:50Z [----] followers, [----] engagements
"So crazy bro 231B TAM doesn't mean they'll get more than a fraction of it. Dumb tweet ftw on $net Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI. https://t.co/emCgtMgRKv Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI. https://t.co/emCgtMgRKv"
X Link 2026-02-11T12:26Z [----] followers, [----] engagements
"$meli up a bit on this JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee https://t.co/0o31RRJ0mP JPMorgan Upgrades $MELI to Overweight from Neutral Raises PT to $2800 from $2650 Analyst comments: "Following significant underperformance versus the MSCI Latin America in the last year (flat vs. +65%) we upgrade MELI to Overweight from Neutral on three accounts: (1) Shopee"
X Link 2026-02-12T11:35Z [----] followers, [----] engagements
"I once heard a quote Something like The best buys feel the worst and you only know it weeks months or sometimes years later Or some shit like that"
X Link 2026-02-12T16:42Z [----] followers, [----] engagements
"Full port $app $crdo $nvda $rbrk Tempting In another life This port of [--] would do well imo from here 25% annualized plus next 5yr or I'm a retard"
X Link 2026-02-13T00:15Z [----] followers, [----] engagements
"I will continue to troll the large accounts that suck Fuck all of you for trying to influence noobs into shit investments Don't buy what I buy Do the work ✌"
X Link 2026-02-13T00:21Z [----] followers, [----] engagements
"I'm drunk AMA quick Might delete"
X Link 2026-02-13T00:30Z [----] followers, [----] engagements
"I question if I will ever return to western Europe They hate us with all their emotion JUST IN: Two Alabama women and their children were attacked on a train in Brussels Belgium for being American The attacker reportedly approached them with a knife and asked if they were American when they confirmed he threatened to kiII them. https://t.co/cD7Ybhxtsk JUST IN: Two Alabama women and their children were attacked on a train in Brussels Belgium for being American The attacker reportedly approached them with a knife and asked if they were American when they confirmed he threatened to kiII them."
X Link 2026-02-13T11:44Z [----] followers, [----] engagements
"@FromValue The word you are looking for is beta High beta stocks make large moves both ways Mostly just sentiment"
X Link 2026-02-13T11:55Z [----] followers, [----] engagements
"I think the bottom for $app may come somewhere between 295-320. Why Because the s3 fib is at [---] and [---] is a big psychological level. Will delete if wrong 😉 😜"
X Link 2026-02-13T13:29Z [----] followers, [----] engagements
"ICE needs to go harder Most Americans still dont fully understand what happened under Biden 8% of Nicaragua entered the US in [--] years. 8% of the entire country. 7% of Cuba. 6% of Haiti. 5% of Honduras. https://t.co/SnDIfMUpYh Most Americans still dont fully understand what happened under Biden 8% of Nicaragua entered the US in [--] years. 8% of the entire country. 7% of Cuba. 6% of Haiti. 5% of Honduras. https://t.co/SnDIfMUpYh"
X Link 2026-02-13T17:41Z [----] followers, [----] engagements
"This retard won't even short $app as he calls something he doesn't understand a scam Noise is always loudest from those who don't understand and or those who have zero skin in the game yet says funds should borrow money to short This account is a scam I don't know who needs to hear this but applovin is a scam. In app ads are the most dogshit of dogshit ad inventory on the internet. Some random ass company did not crack some secret code to somehow make them as good as Meta ads. Nobody is interrupting their candy crush level I don't know who needs to hear this but applovin is a scam. In app ads"
X Link 2026-02-14T10:35Z [----] followers, [----] engagements
"Remember when fintwit called $abnb a growth company $ABNB CEO: "For the full year [----] we expect year-over-year revenue growth to accelerate to low double digits with an ambition to grow even faster than that." https://t.co/g7P7M1w8bX $ABNB CEO: "For the full year [----] we expect year-over-year revenue growth to accelerate to low double digits with an ambition to grow even faster than that." https://t.co/g7P7M1w8bX"
X Link 2026-02-14T10:54Z [----] followers, [----] engagements
"@CJSlattery Short the company if you call it a scam fag"
X Link 2026-02-14T14:37Z [----] followers, [---] engagements
"Keep crying cuz your fav stock is down ytd Hate to tell you kiddo some years are just bad for returns Such is life"
X Link 2026-02-14T14:39Z [----] followers, [----] engagements
"Portfolio update as of 2-3-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. $99K margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $crdo $rbrk $nvda $app $meli $nu $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $nbis Portfolio update as of 1-26-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 71.8K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $crdo $app $meli $nu $nvda $zs * $ddog * $net * Other [--] in"
X Link 2026-02-03T22:05Z [----] followers, 16.2K engagements
"Why do people hold this company I never understood $pgy 🚨 $PGY Q4 Earnings Report is out. Revenue $335M vs. $349.5M est. 🔴 Adj. EBITDA $98M vs. $105.5M est. 🔴 Non-GAAP EPS $0.80 vs. $0.77 est. 🟢 GAAP Net Income $34M vs. $25-35M guided 🟢 Network Volume of $2.7B [----] outlook: Revenue of $1.4-1.575B vs. $1.519B est. 🟡 Adj. https://t.co/6m5EmTaUm7 🚨 $PGY Q4 Earnings Report is out. Revenue $335M vs. $349.5M est. 🔴 Adj. EBITDA $98M vs. $105.5M est. 🔴 Non-GAAP EPS $0.80 vs. $0.77 est. 🟢 GAAP Net Income $34M vs. $25-35M guided 🟢 Network Volume of $2.7B [----] outlook: Revenue of $1.4-1.575B"
X Link 2026-02-09T12:44Z [----] followers, 10.7K engagements
"You think logical and Shay are still long $jmia or have they deleted their tweets. @LogicalThesis blocked me years ago for trolling him. he tried to trick all the new investors on here by saying that $jmia was the next $meli and $se and even went further saying it could be bigger. I remember all. Stick to trading logical and Shay stick to copy and pasting AI slop you don't know anything about. They've been doing the same run rate for years now. Company is a disaster. Only a low IQ would think otherwise $JMIA Q4: Revenue $61.4M vs est. $63.8M (miss). GMV surged 36% YoY to $279.5M driving"
X Link 2026-02-10T12:06Z [----] followers, [----] engagements
"It would be much easier to not post my buys in real time It would be easy for you to troll my buys that instantly get crushed But idc Also my buys are not endorsements for you all to buy My buys are my buys and unlike some I would never charge people to see when I buy and sell stocks. Maybe I should stop publishing my buys because I don't want people to follow me into situations that may take weeks or months to recover I prefer to buy on the way down I don't care about ST pain. Most on here prefer to wait for technicals to show bottom signals and I don't think that's bad either. Others get"
X Link 2026-02-12T16:55Z [----] followers, [----] engagements
"Great post on $app here $APP is getting thrown out with the Big Tech bathwater but the market is missing a massive structural difference: Capital Intensity. While Big Tech is incinerating cash to build the AI infrastructure AppLovin is simply riding the rails. I did the math on [----] CapEx Intensity https://t.co/S3VKgixGvp $APP is getting thrown out with the Big Tech bathwater but the market is missing a massive structural difference: Capital Intensity. While Big Tech is incinerating cash to build the AI infrastructure AppLovin is simply riding the rails. I did the math on [----] CapEx Intensity"
X Link 2026-02-12T19:50Z [----] followers, [----] engagements
"If you don't own $nvda here either u retard or me"
X Link 2026-02-13T00:29Z [----] followers, [----] engagements
"Added to $alab around 126"
X Link 2026-02-13T15:30Z [----] followers, [----] engagements
"So now we are calling $rddt saas 😂 Added $APP and $RDDT as they look like SCREAMING buys right now Anyone else looking to snatch the unfairly targeted victims of this saas sell off Added $APP and $RDDT as they look like SCREAMING buys right now Anyone else looking to snatch the unfairly targeted victims of this saas sell off"
X Link 2026-02-14T04:32Z [----] followers, [----] engagements
"👀 Amidst all of this January was the biggest month for SaaS hiring in the last two years.🤦♂ https://t.co/XG3hh6aWkK Amidst all of this January was the biggest month for SaaS hiring in the last two years.🤦♂ https://t.co/XG3hh6aWkK"
X Link 2026-02-14T11:02Z [----] followers, [---] engagements
"Portfolio update as of 1-26-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 71.8K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $crdo $app $meli $nu $nvda $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $tsm Portfolio update as of 1-16-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 77.7K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $meli $crdo $app $nu $nvda $zs * $net * $ddog * $se Other"
X Link 2026-01-27T11:36Z [----] followers, 28.4K engagements
"@NovakRosicky It's just a misunderstood company similar to $crdo and $rbrk"
X Link 2026-02-13T15:32Z [----] followers, [---] engagements
"Anyone who didn't have their head in the sand could see for years this company was structurally not better than any other companies in industry and whole industry is commoditized I don't know why people even still talk about $dkng $DKNG earnings snapshot: This one always needs more context. Good outcome luck & the large jackpot helped the Q4 beats. Thats not structural or exciting just like them missing because of bad outcome luck in other quarters wasnt concerning. BUT the [----] guidance is awful & https://t.co/MlwfGdxRAd $DKNG earnings snapshot: This one always needs more context. Good"
X Link 2026-02-13T16:52Z [----] followers, [----] engagements
"$app under [---] post that ER Will go down in the books Hope this stocks still same price after management can start buyback machine again"
X Link 2026-02-14T03:03Z [----] followers, [----] engagements
"People like this are retarded and add no value sorry Seems the market is just starting to realize $NBIS s future potential. Believe it or not I see $NBIS reaching $500 by the end of this year. If youre following the OpenClaw hype you know whats coming. Most people simply dont get it. https://t.co/FTHXOoqPnc Seems the market is just starting to realize $NBIS s future potential. Believe it or not I see $NBIS reaching $500 by the end of this year. If youre following the OpenClaw hype you know whats coming. Most people simply dont get it. https://t.co/FTHXOoqPnc"
X Link 2026-02-14T04:32Z [----] followers, 15.4K engagements
"😂 be Dutch anon buy [---] shares of a tech company with my life savings stock goes up because the CEO tweeted a frog meme haven't sold a single share still eating mayo on bread for dinner government appears out of the canals like a swamp monster "GEKOLONISEERD. THAT'S https://t.co/xCqbMxd2zq be Dutch anon buy [---] shares of a tech company with my life savings stock goes up because the CEO tweeted a frog meme haven't sold a single share still eating mayo on bread for dinner government appears out of the canals like a swamp monster "GEKOLONISEERD. THAT'S https://t.co/xCqbMxd2zq"
X Link 2026-02-14T10:03Z [----] followers, [----] engagements
"@bdinvestingg @grok At current dilution per annum what would $nbis market cap be in [--] years at 100$ a share"
X Link 2026-02-14T10:25Z [----] followers, [----] engagements
"$pgy $upst @davey_juice @Gubloinvestor Loan companies typically have low PE multiples due to high credit risks (e.g. defaults) economic cyclicality sensitivity to interest rates regulatory constraints and slower growth compared to high-tech sectors. Earnings volatility makes them seem riskier leading to @davey_juice @Gubloinvestor Loan companies typically have low PE multiples due to high credit risks (e.g. defaults) economic cyclicality sensitivity to interest rates regulatory constraints and slower growth compared to high-tech sectors. Earnings volatility makes them seem riskier leading to"
X Link 2026-02-14T10:47Z [----] followers, [----] engagements
"What is it about $nbis that attracts the dumbest on X Honest question $NBIS will reach $200 before the middle of [----]. $NBIS will reach $200 before the middle of 2026"
X Link 2026-02-14T10:57Z [----] followers, 12.2K engagements
"@RJCcapital Are you gay"
X Link 2026-02-14T18:39Z [----] followers, [---] engagements
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