#  @Johnzha02817472 John zhang John zhang posts on X about ai, tiktok, open ai, ipo the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1790242520888385537/interactions)  - [--] Week [-----] -25% - [--] Month [------] +765% - [--] Months [------] +108,588% - [--] Year [------] +10,737% ### Mentions: [--] [#](/creator/twitter::1790242520888385537/posts_active)  - [--] Week [--] +44% - [--] Month [--] +444% - [--] Months [--] +3,650% - [--] Year [--] +1,800% ### Followers: [---] [#](/creator/twitter::1790242520888385537/followers)  - [--] Week [--] +26% - [--] Month [--] +52% - [--] Months [--] +413% - [--] Year [--] +2,633% ### CreatorRank: [---------] [#](/creator/twitter::1790242520888385537/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) **Social topic influence** [ai](/topic/ai), [tiktok](/topic/tiktok), [open ai](/topic/open-ai), [ipo](/topic/ipo), [if you](/topic/if-you), [$duol](/topic/$duol), [money](/topic/money), [$googl](/topic/$googl), [claude code](/topic/claude-code), [spacex](/topic/spacex) **Top accounts mentioned or mentioned by** [@atelicinvest](/creator/undefined) [@signulll](/creator/undefined) [@shakoistslog](/creator/undefined) [@lefttailguy](/creator/undefined) [@buccocapital](/creator/undefined) [@pythiar](/creator/undefined) [@lukemetro](/creator/undefined) [@openai](/creator/undefined) [@dalibali2](/creator/undefined) [@based16z](/creator/undefined) [@taobanker](/creator/undefined) [@rubicon59](/creator/undefined) [@bubbleboi](/creator/undefined) [@contrariancurse](/creator/undefined) [@fredsoda](/creator/undefined) [@joodalooped](/creator/undefined) [@xlr8harder](/creator/undefined) [@blondesnmoney](/creator/undefined) [@optionsly](/creator/undefined) [@zoomyzoomm](/creator/undefined) **Top assets mentioned** [Duolingo, Inc. (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [StubHub Holdings, Inc. (STUB)](/topic/$stub) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Skrumble (SKM)](/topic/$skm) [SATS (Ordinals) (SATS)](/topic/$sats) [Spotify Technology (SPOT)](/topic/$spot) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Figma, Inc. (FIG)](/topic/$fig) [WIX.com Ltd. (WIX)](/topic/$wix) [Etsy Inc (ETSY)](/topic/$etsy) [IBM (IBM)](/topic/ibm) [Tesla, Inc. (TSLA)](/topic/tesla) [Metadium (META)](/topic/$meta) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) ### Top Social Posts Top posts by engagements in the last [--] hours "@joodalooped Thats because theres so much money in making todo apps. Literally money on the ground begging to be picked up. apps making six figures that are just checklists for gym or mental health or nofap" [X Link](https://x.com/Johnzha02817472/status/1845973923739193447) 2024-10-14T23:44Z [--] followers, [--] engagements "@dalibali2 The real bet is the popular vote margin spread for kamela because you can win if either candidate wins and its underpriced" [X Link](https://x.com/Johnzha02817472/status/1852526888121668006) 2024-11-02T01:43Z [--] followers, [---] engagements "@xlr8harder By naming your company palantir" [X Link](https://x.com/Johnzha02817472/status/1858245180845175024) 2024-11-17T20:25Z [---] followers, [--] engagements "@signulll same prompt one from deepseek one from claude about growing up. Deepseek has much better imagery and detail. Deepseek has the ability to capture style of Didion Natalia Ginzburg and other famous writers beyond mere recitation of facts from their stories" [X Link](https://x.com/Johnzha02817472/status/1885083603786489905) 2025-01-30T21:52Z [--] followers, [--] engagements "@blondesnmoney uber has an entire team of phds optimizing pricing so that they can extract an extra penny or two from every ride What's the most you're willing to pay for a ride and what's the least a driver is willing to take. Profits are only going up from here" [X Link](https://x.com/iOSGary/status/1952780131908677731) 2025-08-05T17:13Z [--] followers, [--] engagements "@optionsly every single software engineer has had 25% more time in their workday due to AI tools. This hasn't really shown up in GDP report besides increased youtube and tiktok screen times" [X Link](https://x.com/iOSGary/status/1957053938848694432) 2025-08-17T12:16Z [--] followers, [--] engagements "@zoomyzoomm Grindr runs incredibly lean for a tech co of their size. There are series B or C companies with more headcount lol" [X Link](https://x.com/iOSGary/status/1964614450830610880) 2025-09-07T08:59Z [--] followers, [--] engagements "@based16z when is the narrative going to shift for $FIG like it did for $WIX both are AI winners" [X Link](https://x.com/garyzhuge/status/1968706790230507715) 2025-09-18T16:00Z [--] followers, [---] engagements "AI will replace [--] percent of engineers on the timeline meanwhile the new staff engineer hired at my co get stuck on opening a repo in intellij we are still so early" [X Link](https://x.com/directioncorrec/status/1973045959891530176) 2025-09-30T15:23Z [--] followers, [--] engagements "ChatGpt Shopping will fail just like Facebook shopping Driving Traffic is more lucrative than attempting to capture conversion" [X Link](https://x.com/directioncorrec/status/1973046495877505227) 2025-09-30T15:25Z [--] followers, [--] engagements "If $ETSY can rip on an openAI announcement wait until people find out who's going to be the BNPL provider for agentic commerce" [X Link](https://x.com/directioncorrec/status/1973246327552352655) 2025-10-01T04:39Z [--] followers, [--] engagements "@Sleepysolcap AI short form videos is a new ad inventory unlock in the long run. Normies love slop" [X Link](https://x.com/directioncorrec/status/1973411255244493256) 2025-10-01T15:34Z [--] followers, [--] engagements "openAI makes more AI slop engagement increases ad inventory goes brrrr CPMs drop more startups + small biz thrive wow capitalism actually working" [X Link](https://x.com/directioncorrec/status/1974892513812152436) 2025-10-05T17:40Z [--] followers, [--] engagements "@signulll @rickwong888 most transactional apps would not do this because you can't access apple IAP if shown from 3rd party" [X Link](https://x.com/directioncorrec/status/1975736679517610281) 2025-10-08T01:35Z [--] followers, [---] engagements "@WillManidis Still remember asking the CFO of quora in [----] about how they're thinking about profitability when chasing international DAU growth and she looked at me like I'm speaking chinese" [X Link](https://x.com/directioncorrec/status/1976441836064604470) 2025-10-10T00:17Z [--] followers, [---] engagements "@rev_cap [--] QLD / [--] GLD portfolio beats everything out there" [X Link](https://x.com/directioncorrec/status/1977151862144221491) 2025-10-11T23:18Z [--] followers, [---] engagements "@getKonstantin mobile is goated because you don't get paged every while on call and wfh is incredible but sadly it is a dying field" [X Link](https://x.com/directioncorrec/status/1986133879938596994) 2025-11-05T18:09Z [--] followers, [--] engagements "@shakoistsLog crypto is outside of BTC and ETH still a pvp zero-sum liquidity extraction game if you want risk buy the 3x QQQ etf" [X Link](https://x.com/directioncorrec/status/1986606879179743721) 2025-11-07T01:29Z [--] followers, [---] engagements "@ja3k_ @r0b0t_sp1der is this the palantir stock problem" [X Link](https://x.com/directioncorrec/status/1988115472488034572) 2025-11-11T05:24Z [--] followers, [----] engagements "@FangYi11101 all the asian quants moved to NJ the firs time they crossed 500k income lol" [X Link](https://x.com/directioncorrec/status/1989054939600220378) 2025-11-13T19:37Z [--] followers, [---] engagements "@cxgonzalez more money above 100k is useless unless you like doing degenerate things" [X Link](https://x.com/directioncorrec/status/1989055573472735328) 2025-11-13T19:39Z [--] followers, [--] engagements "@yifever every pre ipo employee whose stock becomes a meme stock should immediately quit and put on a collar trade. Its not like you will have trouble job hopping from figma anways" [X Link](https://x.com/directioncorrec/status/1990181480174371140) 2025-11-16T22:13Z [--] followers, [---] engagements "@signulll its because [--] years ago the mayor of new york was probably this impossible ceiling for him" [X Link](https://x.com/directioncorrec/status/1992481825592312281) 2025-11-23T06:34Z [--] followers, [--] engagements "@akramsrazor Autonomous coding agents haven't really been working. In big F500 most companies just buy licenses for claude code / codex / cursor and let the engineers figure it out. So this thesis is like [--] years out at least assuming model improvement even holds up" [X Link](https://x.com/directioncorrec/status/1996344072202854820) 2025-12-03T22:21Z [--] followers, [---] engagements "@buccocapital sweetgreen is bullish because they are the only salad chain that serves high quality kale" [X Link](https://x.com/directioncorrec/status/2000445254919659802) 2025-12-15T05:58Z [--] followers, [---] engagements "@var_epsilon recruited for their south america coup division" [X Link](https://x.com/directioncorrec/status/2001964858384982228) 2025-12-19T10:36Z [--] followers, [----] engagements "@Nexuist don't use kalshi they are actually an ass provider and is getting sued by every state rn" [X Link](https://x.com/directioncorrec/status/2002166340858359827) 2025-12-19T23:57Z [--] followers, [---] engagements "@taobanker @CatNyanpital sorry you didn't pick the largest wealth creation & day care career of the past [--] years" [X Link](https://x.com/directioncorrec/status/2007333004369375689) 2026-01-03T06:07Z [--] followers, [--] engagements "@based16z their only saving grace at this point is the google M&A white horse. But they're more likely to be acquired by IBM at fire sale prices like Hashicorps" [X Link](https://x.com/directioncorrec/status/2008811626120835384) 2026-01-07T08:03Z [--] followers, [--] engagements "@rubicon59 i mean the ceo is lying out of his teeth its a gaming app always has been. Nothing about it is learning. Can it reach billions of users profitably Do you even want the indian/ 3rd world country users(look at quora and snap chasing int user growth)" [X Link](https://x.com/directioncorrec/status/2009554479641997562) 2026-01-09T09:14Z [--] followers, [--] engagements "@coldhealing bro you work for salesforce" [X Link](https://x.com/directioncorrec/status/2009903060236296703) 2026-01-10T08:20Z [--] followers, [---] engagements "@bubbleboi when china invades taiwan intel is going to pump massively" [X Link](https://x.com/directioncorrec/status/2010912913973002732) 2026-01-13T03:12Z [--] followers, [--] engagements "@DanGrover @signulll you worked at wechat before right hardly lacking in pedigree" [X Link](https://x.com/directioncorrec/status/2011370520613474551) 2026-01-14T09:31Z [--] followers, [--] engagements "@ContrarianCurse congrats you beat citrini whens the 99/mo substack coming" [X Link](https://x.com/directioncorrec/status/2011627826118869004) 2026-01-15T02:33Z [--] followers, [--] engagements "@bryancsk oats solve this [--] cups a day is like [--] g of fiber" [X Link](https://x.com/directioncorrec/status/2012377358200668255) 2026-01-17T04:12Z [--] followers, [----] engagements "@rubicon59 This was an interesting read core bear argument is market saturation for paid users engagement is fake(most are streak zombies) 3rd world user growth not monetizable. https://moneyflowinvesting.substack.com/p/duolingo-duol-the-owl-was-resurrected https://moneyflowinvesting.substack.com/p/duolingo-duol-the-owl-was-resurrected" [X Link](https://x.com/directioncorrec/status/2012609742015738277) 2026-01-17T19:35Z [--] followers, [---] engagements "@TheBenSchmark amazon going to see a bump leading up to ipo you think" [X Link](https://x.com/directioncorrec/status/2013694255848440047) 2026-01-20T19:24Z [--] followers, [--] engagements "@HighyieldHarry it must feel amazing to fire hundreds of six figure sf engineers from your villa on the Amalfi Coast and replace them with 3rd worlders with claude code access" [X Link](https://x.com/directioncorrec/status/2014620372013089136) 2026-01-23T08:45Z [--] followers, [---] engagements "@atelicinvest problem with duo is that it just seems to be a ticket / pr writer it doesn't even come close to the actual meat of coding which claude code / codex has an iron grip on. I think all the GTLB bulls vastly overestimate token usage on duo agent" [X Link](https://x.com/directioncorrec/status/2015609846201282880) 2026-01-26T02:16Z [--] followers, [---] engagements "@dalibali2 just wait until the ddog bid is official" [X Link](https://x.com/directioncorrec/status/2015954779349123411) 2026-01-27T01:07Z [--] followers, [---] engagements "@ContrarianCurse just wait until spacex is public and elon will have even more shenanigans to pull to pump tesla" [X Link](https://x.com/directioncorrec/status/2016011388804911117) 2026-01-27T04:52Z [--] followers, [---] engagements "$SKM is the only way for retail to get any exposure to anthropic won't surprise me if this starts trading like $SATS basically a proxy for AI hype. Downside is its a stable telecom with 5% dividend and upside is 2-3x with anthropic IPO at 500+ B" [X Link](https://x.com/directioncorrec/status/2016252198871826463) 2026-01-27T20:49Z [--] followers, [---] engagements "@DotyBilly fundamentally different network type although SNAP probably rises on better than expected cloud storage revenue growth" [X Link](https://x.com/directioncorrec/status/2016326223253930430) 2026-01-28T01:43Z [--] followers, [--] engagements "@midwit_capital i'll beat this to the death but GTLB is not an obvious AI winner. Their duo agent doesn't captured the most important dev code flow that codex/ claude code gets increase CI/CD volume is a lift but not where the real value is. DDOG bid is what's driving it rn" [X Link](https://x.com/directioncorrec/status/2016327211784274239) 2026-01-28T01:47Z [--] followers, [---] engagements "@krishnanrohit you can buy anthropic right now through $SKM" [X Link](https://x.com/directioncorrec/status/2016630943436648881) 2026-01-28T21:54Z [--] followers, [---] engagements "@MylesMarino1 @Afinetheorem all good points except they are not getting mid [----] google level engineers but then again they don't need that quality either to run these web apps" [X Link](https://x.com/directioncorrec/status/2016656068366258567) 2026-01-28T23:34Z [--] followers, [---] engagements "@bubbleboi only thing that matters is rev growth guidance and if you can guide higher you go higher look at $meta" [X Link](https://x.com/directioncorrec/status/2016995595677028469) 2026-01-29T22:03Z [--] followers, [---] engagements "Why do people try to catch a falling knife on $DUOL Its moat is much more fragile than netflix or spotify its competing against Tiktok and FB really for eye share. Fundamentally video feed based apps are more addicting than games also higher surface for ad rev" [X Link](https://x.com/directioncorrec/status/2016996015090651522) 2026-01-29T22:04Z [--] followers, [---] engagements "if you think its cheap now wait til they guide lower rev growth next Q and the stock nukes another [--] percent" [X Link](https://x.com/directioncorrec/status/2016996142433915194) 2026-01-29T22:05Z [--] followers, [--] engagements "@atelicinvest real time personalized virtual worlds is coming screen time is about to double in next ten years addiction that will make infinite jest look quaint" [X Link](https://x.com/directioncorrec/status/2017360116727877747) 2026-01-30T22:11Z [--] followers, [----] engagements "@atelicinvest copy trade Chris Hohn probably also works" [X Link](https://x.com/directioncorrec/status/2017413888770465899) 2026-01-31T01:45Z [--] followers, [--] engagements "@alc2022 The recommendation space for video based feed is near infinite user's interest can be exactly pinpointed in a vast embedding space. $DUOL doesn't have that upside addiction / personalization potential streaks is a cheeky retention fix that worked in [----] but not today" [X Link](https://x.com/directioncorrec/status/2017414367156048032) 2026-01-31T01:47Z [--] followers, [---] engagements "@taobanker its cheap because a slight rev miss(inevitable) will nuke it another [--] percent" [X Link](https://x.com/directioncorrec/status/2017862333343899976) 2026-02-01T07:27Z [--] followers, [--] engagements "@abcampbell if you want high beta app based business shorts $DUOL would be much better" [X Link](https://x.com/directioncorrec/status/2018762944503558509) 2026-02-03T19:06Z [--] followers, [----] engagements "@jesyoungfa thers thousands of competitors in language learning. People spend hours a day on netflix do they spent more than [--] minutes a day on duolingo" [X Link](https://x.com/directioncorrec/status/2019122852478566423) 2026-02-04T18:56Z [--] followers, [--] engagements "@PythiaR this is part of the spaceX IPO pumping" [X Link](https://x.com/directioncorrec/status/2019319317624680521) 2026-02-05T07:56Z [--] followers, [--] engagements "@atelicinvest basically becoming the chinese saas market. where no one pays for it and every big tech is competing in the smallest niches (tiktok has created google docs/zoom/jira competitors)" [X Link](https://x.com/directioncorrec/status/2019334958284960040) 2026-02-05T08:59Z [--] followers, [---] engagements "@luke_metro anduril shares are recession proof" [X Link](https://x.com/directioncorrec/status/2019492618196131990) 2026-02-05T19:25Z [--] followers, [--] engagements "@buccocapital @chiwizardry calls on hubspot it is" [X Link](https://x.com/directioncorrec/status/2019499140821241884) 2026-02-05T19:51Z [--] followers, [--] engagements "@shakoistsLog stripe isn't IPOing until [----] at this point lol look at the payments stocks getting killed in public markets" [X Link](https://x.com/directioncorrec/status/2019568460985143667) 2026-02-06T00:26Z [--] followers, [--] engagements "@shakoistsLog stripe probably trades like adyen in public rn so 30-40 billion market cap" [X Link](https://x.com/directioncorrec/status/2019633530649866348) 2026-02-06T04:45Z [--] followers, [--] engagements "@OnodaCapital stripe" [X Link](https://x.com/directioncorrec/status/2020246320334926050) 2026-02-07T21:20Z [--] followers, [---] engagements "@tenobrus can't wait to enlist in the anthropic Air Defense Artillery Branch to defend the data centers once civil war breaks out" [X Link](https://x.com/directioncorrec/status/2020247885678526478) 2026-02-07T21:26Z [--] followers, [--] engagements "@ShenRaphael the work of quant itself is relatively mundane and will feel constricting after a while" [X Link](https://x.com/directioncorrec/status/2021077819502231921) 2026-02-10T04:24Z [--] followers, [---] engagements "@PythiaR long semi/ short DUOL until its a zero. When it misses rev growth this q or next its gonna drop like paypal" [X Link](https://x.com/directioncorrec/status/2018807476880318693) 2026-02-03T22:03Z [--] followers, [----] engagements "$STUB starting to look very attractive. Sure they suspended guidance this is a high margin company printing money and long secular in person events not disruptable by AI. They are around [---] and hiring [---] people in USA. Shows confidence in business" [X Link](https://x.com/directioncorrec/status/2020898413144068099) 2026-02-09T16:31Z [--] followers, [---] engagements "@buccocapital this is almost like when rabois tweeted NPI right before opendoor earnings in [----] to win an argument and spiked the stock [--] percent lol. Or when Elon followed the chairman of $SATS before spaceX deal announced. So much alpha on here if you pay attention" [X Link](https://x.com/directioncorrec/status/2020956088619991077) 2026-02-09T20:20Z [--] followers, [---] engagements "@luke_metro real ai take off is Philippines unemployment rate" [X Link](https://x.com/directioncorrec/status/2021384063056273858) 2026-02-11T00:41Z [--] followers, [---] engagements "@luke_metro thats after the last tranche of RSU that have 10x'ed vested" [X Link](https://x.com/directioncorrec/status/2021452192939651371) 2026-02-11T05:12Z [--] followers, [--] engagements "@fredsoda unironically mbb is a better career path and safer from AI than your typical swe grunt worker" [X Link](https://x.com/directioncorrec/status/2021659230726681084) 2026-02-11T18:54Z [--] followers, [----] engagements "@nikhilvnamburi brett taylor believed in this change enough to abandon salesforce" [X Link](https://x.com/directioncorrec/status/2021763452180758845) 2026-02-12T01:49Z [--] followers, [---] engagements "@lefttailguy @OpenAI BCI is not the real threat nor people vibecoding their own language learning apps nor real time translations. Problem is $DUOL isn't addicting enough against tiktok/insta/Netflix. Chasing international growth because US growth has slowed is dead end https://x.com/directioncorrec/status/2016996015090651522s=20 Why do people try to catch a falling knife on $DUOL Its moat is much more fragile than netflix or spotify its competing against Tiktok and FB really for eye share. Fundamentally video feed based apps are more addicting than games also higher surface for ad rev" [X Link](https://x.com/directioncorrec/status/2022064910201737249) 2026-02-12T21:46Z [--] followers, [---] engagements "@lefttailguy @OpenAI their AI story isn't compelling because there's only so much AI can do in terms of personalization of lessons it's not like a video feed where theres a massive embedding space and you can pinpoint exact user interest to hook them" [X Link](https://x.com/directioncorrec/status/2022065404064280798) 2026-02-12T21:48Z [--] followers, [--] engagements "Consumer market place business are getting sold off along with SaaS but they are structurally different. Consumer marketplaces especially if they are tied to secular trends of in person experiences/ travel are much harder to replicate and compete against" [X Link](https://x.com/directioncorrec/status/2022070683614998579) 2026-02-12T22:09Z [--] followers, [--] engagements "if building software becomes cheap than distribution matters more. Established marketplaces like $UBER $STUB will only continue to scale their advantage" [X Link](https://x.com/directioncorrec/status/2022071233031086562) 2026-02-12T22:12Z [--] followers, [--] engagements "@jakeallen3 @ClarkSquareCap they pulled forward q4 earnings to march [--] from march [--]. Companies don't do that unless its good news. They are also hiring aggressively 150+ ppl in USA. all point to a heavy short squeeze incoming" [X Link](https://x.com/directioncorrec/status/2022408180328993001) 2026-02-13T20:30Z [--] followers, [--] engagements "@lefttailguy @aletheoncap @OpenAI long duol is explicitly short how addicting AI video is going to be and how good recsys systems will become. It's all the same pool of screen time end of day. it will probably get cheap enough at some point where it becomes an obvious buy. [--] prob" [X Link](https://x.com/directioncorrec/status/2022229788262617382) 2026-02-13T08:42Z [--] followers, [--] engagements "@punished_daniel that's a true chinese" [X Link](https://x.com/directioncorrec/status/2022233425944727740) 2026-02-13T08:56Z [--] followers, [---] engagements "$STUB just pulled forward earnings to march [--] from march [--] companies don't do that unless they are expecting good news. This + aggressive hiring plans points to a surprise to the upside" [X Link](https://x.com/directioncorrec/status/2022407745576800435) 2026-02-13T20:29Z [--] followers, [--] engagements "@atelicinvest that logic works if everyone at your company is a hyper agentic autistic programmer who writes programming languages in their spare time (jane street)" [X Link](https://x.com/directioncorrec/status/2022420563126518083) 2026-02-13T21:20Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Johnzha02817472 John zhangJohn zhang posts on X about ai, tiktok, open ai, ipo the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence technology brands stocks finance social networks countries cryptocurrencies celebrities automotive brands
Social topic influence ai, tiktok, open ai, ipo, if you, $duol, money, $googl, claude code, spacex
Top accounts mentioned or mentioned by @atelicinvest @signulll @shakoistslog @lefttailguy @buccocapital @pythiar @lukemetro @openai @dalibali2 @based16z @taobanker @rubicon59 @bubbleboi @contrariancurse @fredsoda @joodalooped @xlr8harder @blondesnmoney @optionsly @zoomyzoomm
Top assets mentioned Duolingo, Inc. (DUOL) Alphabet Inc Class A (GOOGL) StubHub Holdings, Inc. (STUB) Uber Technologies, Inc. (UBER) Skrumble (SKM) SATS (Ordinals) (SATS) Spotify Technology (SPOT) DeepSeek (DEEPSEEK) Figma, Inc. (FIG) WIX.com Ltd. (WIX) Etsy Inc (ETSY) IBM (IBM) Tesla, Inc. (TSLA) Metadium (META) Opendoor Technologies Inc Common Stock (OPEN)
Top posts by engagements in the last [--] hours
"@joodalooped Thats because theres so much money in making todo apps. Literally money on the ground begging to be picked up. apps making six figures that are just checklists for gym or mental health or nofap"
X Link 2024-10-14T23:44Z [--] followers, [--] engagements
"@dalibali2 The real bet is the popular vote margin spread for kamela because you can win if either candidate wins and its underpriced"
X Link 2024-11-02T01:43Z [--] followers, [---] engagements
"@xlr8harder By naming your company palantir"
X Link 2024-11-17T20:25Z [---] followers, [--] engagements
"@signulll same prompt one from deepseek one from claude about growing up. Deepseek has much better imagery and detail. Deepseek has the ability to capture style of Didion Natalia Ginzburg and other famous writers beyond mere recitation of facts from their stories"
X Link 2025-01-30T21:52Z [--] followers, [--] engagements
"@blondesnmoney uber has an entire team of phds optimizing pricing so that they can extract an extra penny or two from every ride What's the most you're willing to pay for a ride and what's the least a driver is willing to take. Profits are only going up from here"
X Link 2025-08-05T17:13Z [--] followers, [--] engagements
"@optionsly every single software engineer has had 25% more time in their workday due to AI tools. This hasn't really shown up in GDP report besides increased youtube and tiktok screen times"
X Link 2025-08-17T12:16Z [--] followers, [--] engagements
"@zoomyzoomm Grindr runs incredibly lean for a tech co of their size. There are series B or C companies with more headcount lol"
X Link 2025-09-07T08:59Z [--] followers, [--] engagements
"@based16z when is the narrative going to shift for $FIG like it did for $WIX both are AI winners"
X Link 2025-09-18T16:00Z [--] followers, [---] engagements
"AI will replace [--] percent of engineers on the timeline meanwhile the new staff engineer hired at my co get stuck on opening a repo in intellij we are still so early"
X Link 2025-09-30T15:23Z [--] followers, [--] engagements
"ChatGpt Shopping will fail just like Facebook shopping Driving Traffic is more lucrative than attempting to capture conversion"
X Link 2025-09-30T15:25Z [--] followers, [--] engagements
"If $ETSY can rip on an openAI announcement wait until people find out who's going to be the BNPL provider for agentic commerce"
X Link 2025-10-01T04:39Z [--] followers, [--] engagements
"@Sleepysolcap AI short form videos is a new ad inventory unlock in the long run. Normies love slop"
X Link 2025-10-01T15:34Z [--] followers, [--] engagements
"openAI makes more AI slop engagement increases ad inventory goes brrrr CPMs drop more startups + small biz thrive wow capitalism actually working"
X Link 2025-10-05T17:40Z [--] followers, [--] engagements
"@signulll @rickwong888 most transactional apps would not do this because you can't access apple IAP if shown from 3rd party"
X Link 2025-10-08T01:35Z [--] followers, [---] engagements
"@WillManidis Still remember asking the CFO of quora in [----] about how they're thinking about profitability when chasing international DAU growth and she looked at me like I'm speaking chinese"
X Link 2025-10-10T00:17Z [--] followers, [---] engagements
"@rev_cap [--] QLD / [--] GLD portfolio beats everything out there"
X Link 2025-10-11T23:18Z [--] followers, [---] engagements
"@getKonstantin mobile is goated because you don't get paged every while on call and wfh is incredible but sadly it is a dying field"
X Link 2025-11-05T18:09Z [--] followers, [--] engagements
"@shakoistsLog crypto is outside of BTC and ETH still a pvp zero-sum liquidity extraction game if you want risk buy the 3x QQQ etf"
X Link 2025-11-07T01:29Z [--] followers, [---] engagements
"@ja3k_ @r0b0t_sp1der is this the palantir stock problem"
X Link 2025-11-11T05:24Z [--] followers, [----] engagements
"@FangYi11101 all the asian quants moved to NJ the firs time they crossed 500k income lol"
X Link 2025-11-13T19:37Z [--] followers, [---] engagements
"@cxgonzalez more money above 100k is useless unless you like doing degenerate things"
X Link 2025-11-13T19:39Z [--] followers, [--] engagements
"@yifever every pre ipo employee whose stock becomes a meme stock should immediately quit and put on a collar trade. Its not like you will have trouble job hopping from figma anways"
X Link 2025-11-16T22:13Z [--] followers, [---] engagements
"@signulll its because [--] years ago the mayor of new york was probably this impossible ceiling for him"
X Link 2025-11-23T06:34Z [--] followers, [--] engagements
"@akramsrazor Autonomous coding agents haven't really been working. In big F500 most companies just buy licenses for claude code / codex / cursor and let the engineers figure it out. So this thesis is like [--] years out at least assuming model improvement even holds up"
X Link 2025-12-03T22:21Z [--] followers, [---] engagements
"@buccocapital sweetgreen is bullish because they are the only salad chain that serves high quality kale"
X Link 2025-12-15T05:58Z [--] followers, [---] engagements
"@var_epsilon recruited for their south america coup division"
X Link 2025-12-19T10:36Z [--] followers, [----] engagements
"@Nexuist don't use kalshi they are actually an ass provider and is getting sued by every state rn"
X Link 2025-12-19T23:57Z [--] followers, [---] engagements
"@taobanker @CatNyanpital sorry you didn't pick the largest wealth creation & day care career of the past [--] years"
X Link 2026-01-03T06:07Z [--] followers, [--] engagements
"@based16z their only saving grace at this point is the google M&A white horse. But they're more likely to be acquired by IBM at fire sale prices like Hashicorps"
X Link 2026-01-07T08:03Z [--] followers, [--] engagements
"@rubicon59 i mean the ceo is lying out of his teeth its a gaming app always has been. Nothing about it is learning. Can it reach billions of users profitably Do you even want the indian/ 3rd world country users(look at quora and snap chasing int user growth)"
X Link 2026-01-09T09:14Z [--] followers, [--] engagements
"@coldhealing bro you work for salesforce"
X Link 2026-01-10T08:20Z [--] followers, [---] engagements
"@bubbleboi when china invades taiwan intel is going to pump massively"
X Link 2026-01-13T03:12Z [--] followers, [--] engagements
"@DanGrover @signulll you worked at wechat before right hardly lacking in pedigree"
X Link 2026-01-14T09:31Z [--] followers, [--] engagements
"@ContrarianCurse congrats you beat citrini whens the 99/mo substack coming"
X Link 2026-01-15T02:33Z [--] followers, [--] engagements
"@bryancsk oats solve this [--] cups a day is like [--] g of fiber"
X Link 2026-01-17T04:12Z [--] followers, [----] engagements
"@rubicon59 This was an interesting read core bear argument is market saturation for paid users engagement is fake(most are streak zombies) 3rd world user growth not monetizable. https://moneyflowinvesting.substack.com/p/duolingo-duol-the-owl-was-resurrected https://moneyflowinvesting.substack.com/p/duolingo-duol-the-owl-was-resurrected"
X Link 2026-01-17T19:35Z [--] followers, [---] engagements
"@TheBenSchmark amazon going to see a bump leading up to ipo you think"
X Link 2026-01-20T19:24Z [--] followers, [--] engagements
"@HighyieldHarry it must feel amazing to fire hundreds of six figure sf engineers from your villa on the Amalfi Coast and replace them with 3rd worlders with claude code access"
X Link 2026-01-23T08:45Z [--] followers, [---] engagements
"@atelicinvest problem with duo is that it just seems to be a ticket / pr writer it doesn't even come close to the actual meat of coding which claude code / codex has an iron grip on. I think all the GTLB bulls vastly overestimate token usage on duo agent"
X Link 2026-01-26T02:16Z [--] followers, [---] engagements
"@dalibali2 just wait until the ddog bid is official"
X Link 2026-01-27T01:07Z [--] followers, [---] engagements
"@ContrarianCurse just wait until spacex is public and elon will have even more shenanigans to pull to pump tesla"
X Link 2026-01-27T04:52Z [--] followers, [---] engagements
"$SKM is the only way for retail to get any exposure to anthropic won't surprise me if this starts trading like $SATS basically a proxy for AI hype. Downside is its a stable telecom with 5% dividend and upside is 2-3x with anthropic IPO at 500+ B"
X Link 2026-01-27T20:49Z [--] followers, [---] engagements
"@DotyBilly fundamentally different network type although SNAP probably rises on better than expected cloud storage revenue growth"
X Link 2026-01-28T01:43Z [--] followers, [--] engagements
"@midwit_capital i'll beat this to the death but GTLB is not an obvious AI winner. Their duo agent doesn't captured the most important dev code flow that codex/ claude code gets increase CI/CD volume is a lift but not where the real value is. DDOG bid is what's driving it rn"
X Link 2026-01-28T01:47Z [--] followers, [---] engagements
"@krishnanrohit you can buy anthropic right now through $SKM"
X Link 2026-01-28T21:54Z [--] followers, [---] engagements
"@MylesMarino1 @Afinetheorem all good points except they are not getting mid [----] google level engineers but then again they don't need that quality either to run these web apps"
X Link 2026-01-28T23:34Z [--] followers, [---] engagements
"@bubbleboi only thing that matters is rev growth guidance and if you can guide higher you go higher look at $meta"
X Link 2026-01-29T22:03Z [--] followers, [---] engagements
"Why do people try to catch a falling knife on $DUOL Its moat is much more fragile than netflix or spotify its competing against Tiktok and FB really for eye share. Fundamentally video feed based apps are more addicting than games also higher surface for ad rev"
X Link 2026-01-29T22:04Z [--] followers, [---] engagements
"if you think its cheap now wait til they guide lower rev growth next Q and the stock nukes another [--] percent"
X Link 2026-01-29T22:05Z [--] followers, [--] engagements
"@atelicinvest real time personalized virtual worlds is coming screen time is about to double in next ten years addiction that will make infinite jest look quaint"
X Link 2026-01-30T22:11Z [--] followers, [----] engagements
"@atelicinvest copy trade Chris Hohn probably also works"
X Link 2026-01-31T01:45Z [--] followers, [--] engagements
"@alc2022 The recommendation space for video based feed is near infinite user's interest can be exactly pinpointed in a vast embedding space. $DUOL doesn't have that upside addiction / personalization potential streaks is a cheeky retention fix that worked in [----] but not today"
X Link 2026-01-31T01:47Z [--] followers, [---] engagements
"@taobanker its cheap because a slight rev miss(inevitable) will nuke it another [--] percent"
X Link 2026-02-01T07:27Z [--] followers, [--] engagements
"@abcampbell if you want high beta app based business shorts $DUOL would be much better"
X Link 2026-02-03T19:06Z [--] followers, [----] engagements
"@jesyoungfa thers thousands of competitors in language learning. People spend hours a day on netflix do they spent more than [--] minutes a day on duolingo"
X Link 2026-02-04T18:56Z [--] followers, [--] engagements
"@PythiaR this is part of the spaceX IPO pumping"
X Link 2026-02-05T07:56Z [--] followers, [--] engagements
"@atelicinvest basically becoming the chinese saas market. where no one pays for it and every big tech is competing in the smallest niches (tiktok has created google docs/zoom/jira competitors)"
X Link 2026-02-05T08:59Z [--] followers, [---] engagements
"@luke_metro anduril shares are recession proof"
X Link 2026-02-05T19:25Z [--] followers, [--] engagements
"@buccocapital @chiwizardry calls on hubspot it is"
X Link 2026-02-05T19:51Z [--] followers, [--] engagements
"@shakoistsLog stripe isn't IPOing until [----] at this point lol look at the payments stocks getting killed in public markets"
X Link 2026-02-06T00:26Z [--] followers, [--] engagements
"@shakoistsLog stripe probably trades like adyen in public rn so 30-40 billion market cap"
X Link 2026-02-06T04:45Z [--] followers, [--] engagements
"@OnodaCapital stripe"
X Link 2026-02-07T21:20Z [--] followers, [---] engagements
"@tenobrus can't wait to enlist in the anthropic Air Defense Artillery Branch to defend the data centers once civil war breaks out"
X Link 2026-02-07T21:26Z [--] followers, [--] engagements
"@ShenRaphael the work of quant itself is relatively mundane and will feel constricting after a while"
X Link 2026-02-10T04:24Z [--] followers, [---] engagements
"@PythiaR long semi/ short DUOL until its a zero. When it misses rev growth this q or next its gonna drop like paypal"
X Link 2026-02-03T22:03Z [--] followers, [----] engagements
"$STUB starting to look very attractive. Sure they suspended guidance this is a high margin company printing money and long secular in person events not disruptable by AI. They are around [---] and hiring [---] people in USA. Shows confidence in business"
X Link 2026-02-09T16:31Z [--] followers, [---] engagements
"@buccocapital this is almost like when rabois tweeted NPI right before opendoor earnings in [----] to win an argument and spiked the stock [--] percent lol. Or when Elon followed the chairman of $SATS before spaceX deal announced. So much alpha on here if you pay attention"
X Link 2026-02-09T20:20Z [--] followers, [---] engagements
"@luke_metro real ai take off is Philippines unemployment rate"
X Link 2026-02-11T00:41Z [--] followers, [---] engagements
"@luke_metro thats after the last tranche of RSU that have 10x'ed vested"
X Link 2026-02-11T05:12Z [--] followers, [--] engagements
"@fredsoda unironically mbb is a better career path and safer from AI than your typical swe grunt worker"
X Link 2026-02-11T18:54Z [--] followers, [----] engagements
"@nikhilvnamburi brett taylor believed in this change enough to abandon salesforce"
X Link 2026-02-12T01:49Z [--] followers, [---] engagements
"@lefttailguy @OpenAI BCI is not the real threat nor people vibecoding their own language learning apps nor real time translations. Problem is $DUOL isn't addicting enough against tiktok/insta/Netflix. Chasing international growth because US growth has slowed is dead end https://x.com/directioncorrec/status/2016996015090651522s=20 Why do people try to catch a falling knife on $DUOL Its moat is much more fragile than netflix or spotify its competing against Tiktok and FB really for eye share. Fundamentally video feed based apps are more addicting than games also higher surface for ad rev"
X Link 2026-02-12T21:46Z [--] followers, [---] engagements
"@lefttailguy @OpenAI their AI story isn't compelling because there's only so much AI can do in terms of personalization of lessons it's not like a video feed where theres a massive embedding space and you can pinpoint exact user interest to hook them"
X Link 2026-02-12T21:48Z [--] followers, [--] engagements
"Consumer market place business are getting sold off along with SaaS but they are structurally different. Consumer marketplaces especially if they are tied to secular trends of in person experiences/ travel are much harder to replicate and compete against"
X Link 2026-02-12T22:09Z [--] followers, [--] engagements
"if building software becomes cheap than distribution matters more. Established marketplaces like $UBER $STUB will only continue to scale their advantage"
X Link 2026-02-12T22:12Z [--] followers, [--] engagements
"@jakeallen3 @ClarkSquareCap they pulled forward q4 earnings to march [--] from march [--]. Companies don't do that unless its good news. They are also hiring aggressively 150+ ppl in USA. all point to a heavy short squeeze incoming"
X Link 2026-02-13T20:30Z [--] followers, [--] engagements
"@lefttailguy @aletheoncap @OpenAI long duol is explicitly short how addicting AI video is going to be and how good recsys systems will become. It's all the same pool of screen time end of day. it will probably get cheap enough at some point where it becomes an obvious buy. [--] prob"
X Link 2026-02-13T08:42Z [--] followers, [--] engagements
"@punished_daniel that's a true chinese"
X Link 2026-02-13T08:56Z [--] followers, [---] engagements
"$STUB just pulled forward earnings to march [--] from march [--] companies don't do that unless they are expecting good news. This + aggressive hiring plans points to a surprise to the upside"
X Link 2026-02-13T20:29Z [--] followers, [--] engagements
"@atelicinvest that logic works if everyone at your company is a hyper agentic autistic programmer who writes programming languages in their spare time (jane street)"
X Link 2026-02-13T21:20Z [--] followers, [--] engagements
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