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# ![@ecommerceshares Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::534058408.png) @ecommerceshares Wasteland Capital

There are growing concerns about the fragility of the financial system and the impact of AI on society. A recent regional outage at AWS halted large parts of the Western world's business, highlighting vulnerabilities. Meanwhile, investors are grappling with the implications of AI, including potential security risks and the reliability of AI-driven systems.

### Engagements: XXXXX [#](/creator/twitter::534058408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::534058408/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +31%
- X Year XXXXXXXXXX +259%

### Mentions: XX [#](/creator/twitter::534058408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::534058408/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +67%
- X Year XXXXX +140%

### Followers: XXXXXXX [#](/creator/twitter::534058408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::534058408/c:line/m:followers.svg)

- X Week XXXXXXX +0.38%
- X Month XXXXXXX +1.40%
- X Months XXXXXXX +9.30%
- X Year XXXXXXX +22%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::534058408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::534058408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [travel destinations](/list/travel-destinations)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXX% [exchanges](/list/exchanges)  #3956

**Social topic influence**
[$aeo](/topic/$aeo) #1, [sydney](/topic/sydney) #1386, [stocks](/topic/stocks) 5.41%, [$500bn](/topic/$500bn) #3, [open ai](/topic/open-ai) #1783, [sydney sweeney](/topic/sydney-sweeney) #404, [$mu](/topic/$mu) #28, [$goog](/topic/$goog) #49, [ai](/topic/ai) 4.05%, [klarna](/topic/klarna) XXX%

**Top accounts mentioned or mentioned by**
[@bjmtweets](/creator/undefined) [@underthesunshi4](/creator/undefined) [@therealdavey2](/creator/undefined) [@sanctuary_bio](/creator/undefined) [@capitalatrisk23](/creator/undefined) [@catnyanpital](/creator/undefined) [@dmitrykovalchuk](/creator/undefined) [@szczypkatom](/creator/undefined) [@hangman_rocks](/creator/undefined) [@grondcapital](/creator/undefined) [@finansisverige](/creator/undefined) [@vulcanmk5](/creator/undefined) [@proxietuna](/creator/undefined) [@linzhibata](/creator/undefined) [@failcascade](/creator/undefined) [@auditthefed413](/creator/undefined) [@jablamsky](/creator/undefined) [@noalgos](/creator/undefined) [@jodoughs](/creator/undefined) [@yotam005](/creator/undefined)

**Top assets mentioned**
[American Eagle Outfitters (AEO)](/topic/$aeo) [Micron Technology, Inc. (MU)](/topic/$mu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Klarna Group (KLAR)](/topic/klarna) [Alibaba Group (BABA)](/topic/$baba) [Walmart, Inc. (WMT)](/topic/$wmt) [Ross Stores, Inc. (ROST)](/topic/$rost) [Gapcoin (GAP-1)](/topic/$gap) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Metadium (META)](/topic/$meta) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Apple, Inc. (AAPL)](/topic/$aapl) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Affirm Holdings, Inc. Class A Common Stock (AFRM)](/topic/$afrm) [Spotify Technology (SPOT)](/topic/$spot) [ContentBox (BOX)](/topic/$box) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Microsoft Corp. (MSFT)](/topic/microsoft) [Sweetgreen, Inc. (SG)](/topic/$sg) [FUNtoken (FUN)](/topic/$fun) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Kohl's Corporation (KSS)](/topic/$kss) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Applied Materials, Inc. (AMAT)](/topic/$amat) [KLA Corp (KLAC)](/topic/$klac) [Simplify Macro Strategy ETF (FIG)](/topic/$fig)
### Top Social Posts
Top posts by engagements in the last XX hours

"Klarna -XX% since IPO day while S&P500 is at highs. Predatory issuers & VCs keep dumping overvalued sh*t on some of the dumbest American fund managers in existence while the SEC is asleep. $KLAR literally missed their first Q numbers post IPO. What a dumb IPO syndicate"  
[X Link](https://x.com/ecommerceshares/status/1995436261834990004)  2025-12-01T10:14Z 126.2K followers, 81K engagements


"Altman expected to burn through $500bn in cash until 2030. Yikes. Good luck bro"  
[X Link](https://x.com/ecommerceshares/status/1993803016303202504)  2025-11-26T22:04Z 126.2K followers, 195.6K engagements


"The key US consumer story this quarter: Restaurant same store sales collapsing. Fashion retail same store sales exploding. The American Eater is on zepbound hating $XX slop bowls. The American Shopper is spending brokerage gains on looking good loving $XX jeans & lingerie"  
[X Link](https://x.com/ecommerceshares/status/1996183264034472109)  2025-12-03T11:42Z 126.2K followers, 38K engagements


"Now thats a portfolio switch"  
[X Link](https://x.com/ecommerceshares/status/1996231908661813432)  2025-12-03T14:55Z 126.2K followers, 36.9K engagements


"With Zuckerberg announcing major cost cuts we now know the pain threshold hes willing to subject his $META shareholders & employees to before enough people complain & force him to reverse or do something: A -XX% or $500bn wealth drawdown. At least its not -XX% like in 2022"  
[X Link](https://x.com/ecommerceshares/status/1996618249946206398)  2025-12-04T16:31Z 126.2K followers, 29K engagements


"Sydney Sweeney doing the fall campaign at $AEO. Consensus EPS next year is $XXXX (Feb-27) which implies 8.5x P/E at the $XXXXX price. Stocks beaten down due to poor (-3%) Q1 SSS & tariff-induced margin pressure. I think they can do $XXXX in EPS which would be $XX @ 15x P/E"  
[X Link](https://x.com/ecommerceshares/status/1948103048812982448)  2025-07-23T19:28Z 126.2K followers, 343.2K engagements


"Latest OpenAI numbers from the FT: 800m users X% paying (40m). $13bn in ARR. Implies a $XXX annual ARPU or $27/month per paying user. XX% of rev from subscriptions rest is API. $8bn loss in H1 prob $20bn run rate loss now So basically spending $X for each $X in revenue"  
[X Link](https://x.com/ecommerceshares/status/1978392637682876551)  2025-10-15T09:28Z 126.2K followers, 2.4M engagements


"Do NOT install any agentic browsers like OpenAI Atlas that just launched. Prompt injection attacks (malicious hidden prompts on websites) can easily hijack your computer all your files and even log into your brokerage or banking using your credentials. Dont be a guinea pig"  
[X Link](https://x.com/ecommerceshares/status/1980754124778987544)  2025-10-21T21:52Z 126.2K followers, 2.7M engagements


"Nasdaq XXX top XX YTD. $MU on top at +181%. Noone else is even close. The number X is XX% behind Micron. Only one person gave you both (a) the number X Nasdaq XXX stock YTD and (b) the number X Mag7 stock YTD $GOOG both by far with perfect entry points. Another great year"  
[X Link](https://x.com/ecommerceshares/status/1995265741201777138)  2025-11-30T22:56Z 126.2K followers, 45.8K engagements


"Bottom XX of the Nasdaq XXX YTD. Some real trash on here but only XX stocks with a XX% drawdown not bad. $TTD at the far bottom. Haha Itoldyouso exhibit 5398. If your fund manager was long any of this sh*t through the whole year take your hard-earned money out today. Now"  
[X Link](https://x.com/ecommerceshares/status/1995509546392125592)  2025-12-01T15:05Z 126.2K followers, 102.5K engagements


"$AAPL at new All Time High today. Is it because the Vision Pro has been an huge success No. Is it because of the incredible power of Apple Intelligence Also no. No capex no AI no problems. Release the same phone every year just X% better. Do nothing else. Win. 🤷♂"  
[X Link](https://x.com/ecommerceshares/status/1995901295551484217)  2025-12-02T17:02Z 126.2K followers, 213K engagements


"$AEO FUUK YEAH Massive beat as expected (Aerie SSS accelerated to +11%) but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane. Simply flabbergasted. Im just undefeated in retail & brand investing. Sydney call me 🤙"  
[X Link](https://x.com/ecommerceshares/status/1995977847626780849)  2025-12-02T22:06Z 126.2K followers, 77.9K engagements


"Apart from my earnings reviews Ive only tweeted five new cases on here over the last year. They ended up the #1 Mag7 YTD $GOOG the #1 Semi YTD $MU & #1 China LargeCap YTD $BABA. Plus X 🚀 smallcaps $AEO & $LYFT Average return +111% currently. Less is more as they say"  
[X Link](https://x.com/ecommerceshares/status/1996687144048644213)  2025-12-04T21:04Z 126.2K followers, 51K engagements


"$NFLX announces it won the $WBD auction at $XXXXX per share +260% higher than Warner traded in April. Huge win for shareholders a loss for everyone else. Subscription price increases of 100%+ incoming Plus HBO will now be XX% garbage slop. I hope this sh*t gets blocked"  
[X Link](https://x.com/ecommerceshares/status/1996934285442392568)  2025-12-05T13:26Z 126.2K followers, 135.6K engagements


"$AFRM let out a cloudy queef of pain as Levchin delivered sh*tty numbers while still pumping TAM (😵💫). Revenue $400m expenses $760m🤮 Terrible guide. Staff cuts of XX% wont cut it. Even merchant numbers dropping. The CFO still sounds fake 🚩🚨 Buy Now Never Get Paid Again"  
[X Link](https://x.com/ecommerceshares/status/1623455130048950272)  2023-02-08T22:53Z 126.2K followers, 146K engagements


"$SPOT FCF is a joke. $9m FCF for a $32bn cap Lowest in X years ☹ apart from the awful Q4 XX Huge loss yet again. Yet only XX% growth. $1.6bn in R&D spend just last four quarters to research what GREAT product AWESOME company to work for (pays TOP $) Zilch FCF"  
[X Link](https://x.com/ecommerceshares/status/1683886758826483712)  2023-07-25T17:07Z 126.2K followers, 193.6K engagements


"Adyen continues to fall. Now down more than 50%. When you buy something at 26x forward revenue you better be ready for the repercussions when growth slows and margin tanks and people start running for the door. $ADYEY"  
[X Link](https://x.com/ecommerceshares/status/1693580546608152646)  2023-08-21T11:07Z 126.2K followers, 211.2K engagements


"@plantmath1 How much have the likes of $BOX and $DBOX spend on capex over the years Not much in the larger scheme The software layer would write itself (Ai right 😉) so you just need some capex boxes and bam you have a new AI-first cloud and email and docs"  
[X Link](https://x.com/ecommerceshares/status/1937738462746083385)  2025-06-25T05:03Z 126.2K followers, XXX engagements


"$LULU What a bomb Americas comparable sales DOWN -X% (). Slashes revenue and EPS guidance. Looks like women who want XXX% genuine petroleum product yoga pants now choose Vuori and Alo instead. At 12x new $XXXX EPS guide this is a $XXX stock. At 10x its $XXX. Yikes 😦"  
[X Link](https://x.com/ecommerceshares/status/1963706398254239881)  2025-09-04T20:51Z 126.2K followers, 161K engagements


"Exponential capex spend from Meta Google Amazon and Microsoft now close to $120bn for one quarter. And its going higher Meanwhile Tim Apple spent $12.7bn in capex for the whole year. (Chart from the WSJ)"  
[X Link](https://x.com/ecommerceshares/status/1984224028383654253)  2025-10-31T11:40Z 126.2K followers, 99.7K engagements


"$SG Sweetgreen More like Sh*tgreen Collapse in same store sales -XXX% in Q3 more than the -XXX% in Q2. Salad barf🤮 Stock down -XX% from exactly a year ago. Fund managers were buying this at $45+ per share for this then and it now fell to $XXXX. $XX slop salads are OUT"  
[X Link](https://x.com/ecommerceshares/status/1986558373362274812)  2025-11-06T22:16Z 126.2K followers, 50.3K engagements


"$MU now +205% YTD"  
[X Link](https://x.com/ecommerceshares/status/1987893726560342371)  2025-11-10T14:42Z 126.2K followers, 29.2K engagements


"Six Flags now down more than XX% since Travis Kelce announced his investment a month ago. Ouch. Not $FUN At least Taylor has money right"  
[X Link](https://x.com/ecommerceshares/status/1991572885429973318)  2025-11-20T18:22Z 126.2K followers, 22.5K engagements


"Retail check: KILLER earnings reports from $ROST and $GAP after the blow-out from $WMT yesterday. All showed strong acceleration across the board in Q3 and guidance was even stronger. Definitely no weakness Well-managed companies killing it dumb ones blaming the consumer"  
[X Link](https://x.com/ecommerceshares/status/1991871963225329742)  2025-11-21T14:10Z 126.2K followers, 79.5K engagements


"Another killer $BABA report Acceleration to +15% like-for-like revenue growth vs +10% last Q. Cloud +34% vs +26% last Q. Quick commerce rev +60% (huge S&M spend but winning the war). Massive cloud capex continues (RMB120bn LTM) 9th Q of triple-digit AI-rev growth"  
[X Link](https://x.com/ecommerceshares/status/1993301025986666666)  2025-11-25T12:49Z 126.2K followers, 60.7K engagements


"Retail check 2: $ANF +38% $KSS +43% today post earnings due to major sales acceleration solid margins & guide. Now also strong Q acceleration from $URBN. The weak consumer narrative In shambles. Actual data winning over poor macro takes & dumb excuses for bad execution"  
[X Link](https://x.com/ecommerceshares/status/1993432320938742044)  2025-11-25T21:31Z 126.2K followers, 60.7K engagements


"Philippe charges 2/20 on $80bn of AUM yet was unable (or unwilling) to hire even one single bright-enough person who could tell him that $GOOG was going to be the AI winner. He didnt even bother to put Google in his top XX. It wasnt even worth a logo"  
[X Link](https://x.com/ecommerceshares/status/1993769543907594672)  2025-11-26T19:51Z 126.2K followers, 170.5K engagements


"The key reason the semi cap guys $LRCX $KLAC $AMAT and $ASML are also in the top XX is that they have 30-45% of revenue from memory makers so theyve basically been eating the crumbs from the memory table. Memory has ruled all. As it was written. On here"  
[X Link](https://x.com/ecommerceshares/status/1995265744301433137)  2025-11-30T22:56Z 126.2K followers, 29.5K engagements


"@capitalatrisk23 Well yes the IPO process is completely broken. Out the XXXX million shares Klarna sold only X million were sold by the company. VCs basically dumped their stock on the dumbest fund managers. $FIG was also largely a secondary sale. Golden age of grift exhibit 25789"  
[X Link](https://x.com/ecommerceshares/status/1995451923739144227)  2025-12-01T11:16Z 126.2K followers, 2183 engagements


"I was reading some research today and was blown away by the lack of ability by these analysts to identify whats important. Endless words and data. Zero insights. Yet insight is all that matters. And any insight can be expressed in a paragraph or two a chart or both"  
[X Link](https://x.com/ecommerceshares/status/1995571584694976627)  2025-12-01T19:11Z 126.2K followers, 25.2K engagements


"@jablamsky In retail or broader consumer I have new idea Im super excited about. 😏"  
[X Link](https://x.com/ecommerceshares/status/1996258441451446392)  2025-12-03T16:41Z 126.2K followers, XXX engagements


"$AEO closed today at +128% since the late July entry. Many quick flipped this at +30-50% on the back of the media attention instead of trusting the fundamentals. In cases like this you have to let the fundamental case play out. Let it cook. Compounding always wins"  
[X Link](https://x.com/ecommerceshares/status/1996336871631401470)  2025-12-03T21:52Z 126.2K followers, 36.8K engagements


"@william_R2Rclub $500bn is not peanuts"  
[X Link](https://x.com/ecommerceshares/status/1996619004803526748)  2025-12-04T16:34Z 126.2K followers, XXX engagements