# ![@evrgn11112231 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::236139371.png) @evrgn11112231 Evergreen

Evergreen posts on X about ai, meta, asml, $mco the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::236139371/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:interactions.svg)

- [--] Week [-------] +11%
- [--] Month [---------] +226%
- [--] Months [---------] +43%

### Mentions: [--] [#](/creator/twitter::236139371/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:posts_active.svg)

- [--] Week [---] -17%
- [--] Month [---] +234%
- [--] Months [---] +74%

### Followers: [-----] [#](/creator/twitter::236139371/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:followers.svg)

- [--] Week [-----] +1.80%
- [--] Month [-----] +6.10%
- [--] Months [-----] +35%

### CreatorRank: [-------] [#](/creator/twitter::236139371/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236139371/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #6730 [technology brands](/list/technology-brands)  22.09% [stocks](/list/stocks)  15.95% [fashion brands](/list/fashion-brands)  1.23% [social networks](/list/social-networks)  1.23% [cryptocurrencies](/list/cryptocurrencies)  1.23% [countries](/list/countries)  0.61% [financial services](/list/financial-services)  0.61%

**Social topic influence**
[ai](/topic/ai) #3130, [meta](/topic/meta) 10.43%, [asml](/topic/asml) #9, [$mco](/topic/$mco) #3, [if you](/topic/if-you) 4.91%, [in the](/topic/in-the) 3.68%, [money](/topic/money) 3.68%, [business](/topic/business) #3260, [$meta](/topic/$meta) 3.07%, [fine](/topic/fine) #1865

**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@pythiar](/creator/undefined) [@bucketshopcap](/creator/undefined) [@tbu12345678](/creator/undefined) [@buccocapital](/creator/undefined) [@taobanker](/creator/undefined) [@jukan05](/creator/undefined) [@ggpcap](/creator/undefined) [@viggykrishnan](/creator/undefined) [@ser_kingslayer_](/creator/undefined) [@southernvalue95](/creator/undefined) [@globaltmtmoose](/creator/undefined) [@premarks](/creator/undefined) [@serkingslayer](/creator/undefined) [@msp194](/creator/undefined) [@altaycapital](/creator/undefined) [@safecheapstocks](/creator/undefined) [@flippyfloppy52](/creator/undefined) [@nyc_rivera](/creator/undefined) [@r_and_invest](/creator/undefined)

**Top assets mentioned**
[Moody's Corporation (MCO)](/topic/$mco) [Metadium (META)](/topic/$meta) [Charter Communications Inc (CHTR)](/topic/$chtr) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [S&P Global Inc (SPGI)](/topic/$spgi) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SAP SE (SAP)](/topic/$sap) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Snap, Inc. (SNAP)](/topic/$snap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How do I buy Anthropic"  
[X Link](https://x.com/evrgn11112231/status/2020523090233393271)  2026-02-08T15:40Z [----] followers, 10.3K engagements


"@RandolphDuke7 @dennisihong @don_tran_EnloAI No there are businesses that can both grow and give all of their cash back to shareholders. While not 10% growth BME LN which I mentioned is one of those cases"  
[X Link](https://x.com/evrgn11112231/status/1928948976310485436)  2025-05-31T22:57Z [----] followers, [----] engagements


"$BME.L This company reports earnings tonight US time (am in the UK). My second biggest position. Been an absolute dog over the last year as they've been missing LFLs on what I think are mostly cyclical issues. Stock has been left for dead and is trading at 7.5x earnings on street numbers (which are probably a little too high). Street bracing for a big margin reset - my estimates are lower than lowest sell-sider but still only trading at 8.5x PE And should grow both LFL and stores from here. I think stock easily has well over 100% upside. Who knows how it will trade shorter term but this is"  
[X Link](https://x.com/evrgn11112231/status/1944904672227029079)  2025-07-14T23:39Z [----] followers, 13.5K engagements


"@chat_SBC Any tickers High quality growing top line sustainably 10-15% trading sub 25x gaap PE"  
[X Link](https://x.com/evrgn11112231/status/2007579863100834237)  2026-01-03T22:28Z [----] followers, [----] engagements


"@taobanker @matt_slotnick @atelicinvest This is the end state of every saas convo on this platform. The downside of saas investors thinking valuation doesnt matter (they are about to find out it does)"  
[X Link](https://x.com/evrgn11112231/status/2007627216990163432)  2026-01-04T01:36Z [----] followers, [---] engagements


"@taobanker @matt_slotnick @atelicinvest I dont know anything about it"  
[X Link](https://x.com/evrgn11112231/status/2007627797603426491)  2026-01-04T01:39Z [----] followers, [---] engagements


"Lets be real - the only reason gold and silver are going up so much is because crypto died and levered speculative money found a new home. Remember this when your fundamental macro managers with 100% of pnl attribution from precious metals tell you a smart sounding story about dollar debasement and hold them to it when the trade randomly blows up on no fundamental news. https://twitter.com/i/web/status/2015079267009528279 https://twitter.com/i/web/status/2015079267009528279"  
[X Link](https://x.com/evrgn11112231/status/2015079267009528279)  2026-01-24T15:08Z [----] followers, 35.3K engagements


"@buccocapital you crazy bottom ticker you - let me know when we are backing up the truck on $MSFT and $SAP"  
[X Link](https://x.com/evrgn11112231/status/2016924120852709558)  2026-01-29T17:19Z [----] followers, [----] engagements


"@GlobalTMTMoose @RyeNotBerben He's just ecstatic rayban meta glasses are sold out"  
[X Link](https://x.com/evrgn11112231/status/2016997543863894047)  2026-01-29T22:11Z [----] followers, [---] engagements


"Ok. But: are any of these companies ever going to return that fcf to shareholders Or will they spend it all to try to make sure that terminal value is not zero and the growth rates you mention are sustainable And will that spend create or destroy value Thats what actually matters and I suspect for many of these companies its the latter. https://twitter.com/i/web/status/2017619295828623596 https://twitter.com/i/web/status/2017619295828623596"  
[X Link](https://x.com/evrgn11112231/status/2017619295828623596)  2026-01-31T15:21Z [----] followers, 11.7K engagements


"@MDD_IRR Ive consistently said Im a buyer for many at 7-15x gaap pe"  
[X Link](https://x.com/evrgn11112231/status/2017663000216297792)  2026-01-31T18:15Z [----] followers, [----] engagements


"@buccocapital @MDD_IRR lol ex adbe* I should clarify Im only really interested in systems of record"  
[X Link](https://x.com/evrgn11112231/status/2017664733676024209)  2026-01-31T18:22Z [----] followers, [---] engagements


"Striking how similar current saas bulls sound to 2021-24 cable bulls"  
[X Link](https://x.com/evrgn11112231/status/2017665780293201952)  2026-01-31T18:26Z [----] followers, 47.7K engagements


"@WaterworldCapi1 think you are right $chtr now probably more interesting than most of saas"  
[X Link](https://x.com/evrgn11112231/status/2017666490699259908)  2026-01-31T18:29Z [----] followers, [----] engagements


"The most dangerous implication of the rule of [--] math is the mostly flawed assumption (that underpins much of these valuation assumptions historically) that you can just trade a point of revenue growth for a point of margin at some terminal period - so a no margin 30% grower is just assumed to be able to generate 25% op margin one day without any evidence ever (and valued like it has that margin today). https://twitter.com/i/web/status/2017742364341604526 https://twitter.com/i/web/status/2017742364341604526"  
[X Link](https://x.com/evrgn11112231/status/2017742364341604526)  2026-01-31T23:30Z [----] followers, [----] engagements


"I havent gotten this much hate on a post since last week when I called precious metals a bubble. Striking how similar current saas bulls sound to 2021-24 cable bulls. Striking how similar current saas bulls sound to 2021-24 cable bulls"  
[X Link](https://x.com/evrgn11112231/status/2017828063099191596)  2026-02-01T05:11Z [----] followers, 13.8K engagements


"@ERiC_RuDeN23 @charity12301230 @PythiaR less engine exposure and different levels / lumpiness of channel inventory. just lumpy. they just said it's 50/50 contribution for their underperformance vs market"  
[X Link](https://x.com/evrgn11112231/status/2018717852174254453)  2026-02-03T16:06Z [----] followers, [---] engagements


"@P_Remarks @CapitalJurassic AI is eating TDG"  
[X Link](https://x.com/evrgn11112231/status/2018754031011746284)  2026-02-03T18:30Z [----] followers, [---] engagements


"Selling my ASML to buy gold"  
[X Link](https://x.com/evrgn11112231/status/2018772693227798745)  2026-02-03T19:44Z [----] followers, [----] engagements


"@firstadopter no AI will build the tools"  
[X Link](https://x.com/evrgn11112231/status/2018779242679452021)  2026-02-03T20:10Z [----] followers, [----] engagements


"it's not just that saas bros were killing it for so long but they did it with the most nonsensical magical-pie-in-the-sky-galaxy-brain theses all while flexing about how valuation doesn't matter and the only thing that matters is the direction of kpi revisions. so its funny to see them learn the hard way that valuation does in fact matter and their precious revisions and fairly tales can't save them https://twitter.com/i/web/status/2018828788088656336 https://twitter.com/i/web/status/2018828788088656336"  
[X Link](https://x.com/evrgn11112231/status/2018828788088656336)  2026-02-03T23:27Z [----] followers, [----] engagements


"@billlee35760265 Yes mco is a zero for sure along with tdg"  
[X Link](https://x.com/evrgn11112231/status/2018847587659395339)  2026-02-04T00:42Z [----] followers, [----] engagements


"Funny to see people confused about why YouTube ads is only growing 9% yoy at the moment. lol IG reels engagement growing +30% yoy in US lol IG reels engagement growing +30% yoy in US"  
[X Link](https://x.com/evrgn11112231/status/2019174663415558346)  2026-02-04T22:22Z [----] followers, 23.9K engagements


"@R_and_Invest GCP is lower quality revenue than ad revenue"  
[X Link](https://x.com/evrgn11112231/status/2019178016107295170)  2026-02-04T22:35Z [----] followers, [---] engagements


"@hambinocapital @R_and_Invest Well - i still think GCP is lower quality rev than YT as well. But YT is worse than old search. Going forward I would view YT as the most defensible thing they have so slowing there is no bueno. TBD on Gemini imo. Wide range of outcomes but will cost a lot in the interim"  
[X Link](https://x.com/evrgn11112231/status/2019179825387221272)  2026-02-04T22:42Z [----] followers, [---] engagements


"@WaterworldCapi1 The only thing not debatable is how insanely positive it is for ai infra / semis"  
[X Link](https://x.com/evrgn11112231/status/2019181084282433934)  2026-02-04T22:47Z [----] followers, [----] engagements


"@GlobalTMTMoose YT ads give me cancer"  
[X Link](https://x.com/evrgn11112231/status/2019188668393501017)  2026-02-04T23:17Z [----] followers, [---] engagements


"I understand the ROI may be good today - I'm saying that I'm skeptical that long term it will be a great business. GCP is far inferior to FOA imo. and we pay for and value the consolidated businesses anyway. and if we are adjusting for segments let's make sure we aren't perpetually capitalizing RL too. https://twitter.com/i/web/status/2019189263426879677 https://twitter.com/i/web/status/2019189263426879677"  
[X Link](https://x.com/evrgn11112231/status/2019189263426879677)  2026-02-04T23:20Z [----] followers, [---] engagements


"@GlobalTMTMoose Also I'm assuming you meant Meta's targeting abilities* ofc i agree and googl doesn't have targeting muscle since they have deterministic ad model and no one has history of probabilistic targeting like meta (which is basically the end state imo of agentic ad delivery)"  
[X Link](https://x.com/evrgn11112231/status/2019189996830486572)  2026-02-04T23:23Z [----] followers, [---] engagements


"@GlobalTMTMoose wild to me that more people don't see this. i continue to be amazed at how cheap meta is vs what you get"  
[X Link](https://x.com/evrgn11112231/status/2019192509910675722)  2026-02-04T23:33Z [----] followers, [---] engagements


"I just don't think anyone has any idea what is durable here and how value will accrue LT - and i certainly don't. Have no idea how sustainable any of this spend is as well. and how commoditized each layer of the stack will or won't be. I'm skeptical it will be as great as googl bulls think (and the stock imo is pricing in a lot of this already). meanwhile meta is just crazy cheap and is pricing in very little. https://twitter.com/i/web/status/2019195681152356789 https://twitter.com/i/web/status/2019195681152356789"  
[X Link](https://x.com/evrgn11112231/status/2019195681152356789)  2026-02-04T23:45Z [----] followers, [--] engagements


"@hambinocapital @R_and_Invest https://x.com/evrgn11112231/status/2017650136550080729s=20 Revisiting this - if you are bearish on $METAs ability to earn good returns on their capex spend you should be terrified of the implications for hyperscaler public cloud businesses and the entire semis value chain. 1) it means $META will have massively overbuilt capacity and https://x.com/evrgn11112231/status/2017650136550080729s=20 Revisiting this - if you are bearish on $METAs ability to earn good returns on their capex spend you should be terrified of the implications for hyperscaler public cloud"  
[X Link](https://x.com/evrgn11112231/status/2019195857095073810)  2026-02-04T23:46Z [----] followers, [---] engagements


"@jukan05 My loosely held opinion: Best case is that they are succumbing to wall street shortermism since no founder at the helm (opposite of META). Worst case is they went into the picks and shovels business bc they don't believe in the value of the gold"  
[X Link](https://x.com/evrgn11112231/status/2019198600665002030)  2026-02-04T23:57Z [----] followers, [----] engagements


"@ggpcap @jukan05 MSFT should be doing the same thing. Azure is a little trickier though since you can argue there are core enterprise software synergies with custom AI development"  
[X Link](https://x.com/evrgn11112231/status/2019199123635990592)  2026-02-04T23:59Z [----] followers, [---] engagements


"@lokoyacap @jukan05 What is your view"  
[X Link](https://x.com/evrgn11112231/status/2019200069405167642)  2026-02-05T00:03Z [----] followers, [---] engagements


"@ggpcap @jukan05 The TAM is so large though and infra is the bottleneck so they should capture the application layer value too if possible. If infra weren't scarce this would be different ofc"  
[X Link](https://x.com/evrgn11112231/status/2019200801948987516)  2026-02-05T00:06Z [----] followers, [---] engagements


"Well the question wasn't about whether or not the returns are good today - that's obvious. The question is whether or not it is strategically optimal LT. Maybe you are saying they don't know about the LT question but are choosing the obvious and easy option today and worst case they will probably be fine LT bc their advantages will still exist and can always shift spending later"  
[X Link](https://x.com/evrgn11112231/status/2019202904804982905)  2026-02-05T00:14Z [----] followers, [---] engagements


"@P_Remarks @BearForce_Won Also megacaps went from trading up on capex raises to down on capex raises. and incremental funding for public cloud private customers is very very much still TBD"  
[X Link](https://x.com/evrgn11112231/status/2019203725819277713)  2026-02-05T00:17Z [----] followers, [---] engagements


"@0Yqxing The hedging makes sense. but AI maxis seem to see the world so clearly would have thought googl would have a strong pov"  
[X Link](https://x.com/evrgn11112231/status/2019204995900448899)  2026-02-05T00:22Z [----] followers, [---] engagements


"@0Yqxing basically the diff bw musk and zuck vs everyone else at the moment. will be interesting to see who is right"  
[X Link](https://x.com/evrgn11112231/status/2019206108863209759)  2026-02-05T00:27Z [----] followers, [---] engagements


"If this is indeed the top it won't be because of anything rational or fundamental but rather because the 3x leveraged $SOXX ETF $SOXL already hit $70. Due to decay in the last few cycles the ETF has basically just bounced between $10 and $70 (something I noticed last year and have kept in the back of my mind: the sector probably tops when SOXL hits $70 again). Sorry semi bulls I don't make the rules (also $ASML to zero pls thank you). 🤣 https://twitter.com/i/web/status/2019207608834441472 https://twitter.com/i/web/status/2019207608834441472"  
[X Link](https://x.com/evrgn11112231/status/2019207608834441472)  2026-02-05T00:33Z [----] followers, [----] engagements


"@NYC_Rivera @lokoyacap @jukan05 well but msl isn't standing up competitors. that's kinda the point i was making"  
[X Link](https://x.com/evrgn11112231/status/2019210254677078094)  2026-02-05T00:43Z [----] followers, [---] engagements


"@gordie_smith Just because Anthropic doesn't use Claude to build all internal tools doesn't mean other companies won't. Everyone faces trade offs - usually different"  
[X Link](https://x.com/evrgn11112231/status/2019213040395116585)  2026-02-05T00:54Z [----] followers, [---] engagements


"@viggy_krishnan @NYC_Rivera well it's also that reels is accelerating and beating while YT is decelerating and missing. anyway - YT increasingly moving to subscription also means presumably YT ad inventory may actually be declining which is another tailwind for meta"  
[X Link](https://x.com/evrgn11112231/status/2019216982076452979)  2026-02-05T01:10Z [----] followers, [---] engagements


"@Midnight_Captl @jukan05 I'm questioning why they have GCP at all for AI instead of using all of the infra for themselves (on AI maxi logic)"  
[X Link](https://x.com/evrgn11112231/status/2019231007455760864)  2026-02-05T02:06Z [----] followers, [---] engagements


"@itsDanielWu I actually think there's a very good chance that the returns LT end up being terrible for GCP and all AI public cloud so not without risk (even if roi looks good short term). And you also run the risk of standing up future competitors"  
[X Link](https://x.com/evrgn11112231/status/2019231400097112554)  2026-02-05T02:07Z [----] followers, [---] engagements


"@TBU12345678 @buccocapital https://x.com/evrgn11112231/status/2019207608834441472s=20 @buccocapital If this is indeed the top it won't be because of anything rational or fundamental but rather because the 3x leveraged $SOXX ETF $SOXL already hit $70. Due to decay in the last few cycles the ETF has basically just bounced between $10 and $70 (something I noticed last year https://t.co/d6IvA8fAg3 https://x.com/evrgn11112231/status/2019207608834441472s=20 @buccocapital If this is indeed the top it won't be because of anything rational or fundamental but rather because the 3x leveraged $SOXX ETF"  
[X Link](https://x.com/evrgn11112231/status/2019243126263804344)  2026-02-05T02:54Z [----] followers, [---] engagements


"@WaterworldCapi1 always was just about liquidity https://x.com/evrgn11112231/status/2019207608834441472s=20 @buccocapital If this is indeed the top it won't be because of anything rational or fundamental but rather because the 3x leveraged $SOXX ETF $SOXL already hit $70. Due to decay in the last few cycles the ETF has basically just bounced between $10 and $70 (something I noticed last year https://t.co/d6IvA8fAg3 https://x.com/evrgn11112231/status/2019207608834441472s=20 @buccocapital If this is indeed the top it won't be because of anything rational or fundamental but rather because the 3x"  
[X Link](https://x.com/evrgn11112231/status/2019245140200812970)  2026-02-05T03:02Z [----] followers, [---] engagements


"@PythiaR Maybe i buy software now"  
[X Link](https://x.com/evrgn11112231/status/2019245467239084532)  2026-02-05T03:03Z [----] followers, [----] engagements


"@ser_kingslayer_ @WaterworldCapi1 when it has the same PE multiple as $MU"  
[X Link](https://x.com/evrgn11112231/status/2019248397744529489)  2026-02-05T03:15Z [----] followers, [---] engagements


"@ser_kingslayer_ @WaterworldCapi1 Don't forget boys and girls - in cyclicals we put low multiples on peak earnings and high multiples on trough"  
[X Link](https://x.com/evrgn11112231/status/2019248844106522725)  2026-02-05T03:16Z [----] followers, [---] engagements


"@ser_kingslayer_ @WaterworldCapi1 ya but are they going to do 300b the year after anything less is a decel"  
[X Link](https://x.com/evrgn11112231/status/2019249762235773277)  2026-02-05T03:20Z [----] followers, [---] engagements


"@ser_kingslayer_ @WaterworldCapi1 well before they go down they decel. capex will go down eventually"  
[X Link](https://x.com/evrgn11112231/status/2019251545901318265)  2026-02-05T03:27Z [----] followers, [---] engagements


"it's not hard to imagine a refined version of meta rayban display that is tethered to your phone with a really high quality AI chatbot interface / companion. that would be really attractive to a lot of people (even without the display). and its not hard to see the agentic value if they can make it work (an always on personal assistant - just look at all the m&a they've done over the last [--] months and it all points to this). https://twitter.com/i/web/status/2019252869069705290 https://twitter.com/i/web/status/2019252869069705290"  
[X Link](https://x.com/evrgn11112231/status/2019252869069705290)  2026-02-05T03:32Z [----] followers, [---] engagements


"I'm just saying it's more of a psychological dynamic hence the soxl chart. nvda is 10x'd since the beginning of [----]. lot of people have made a lot of money on it who won't be interested in risking overstaying their welcome and giving a lot back in a drawdown. that's why i think psychologically these stocks often peak well before the fundamentals - people just slowly start getting off the train"  
[X Link](https://x.com/evrgn11112231/status/2019253387838018019)  2026-02-05T03:34Z [----] followers, [---] engagements


"@R_and_Invest @buccocapital who said i didn't like asml"  
[X Link](https://x.com/evrgn11112231/status/2019256280502923657)  2026-02-05T03:46Z [----] followers, [---] engagements


"@buccocapital @WaterworldCapi1 @PythiaR What was his fav idea"  
[X Link](https://x.com/evrgn11112231/status/2019260760497803551)  2026-02-05T04:04Z [----] followers, [---] engagements


"@institLPGP @WaterworldCapi1 https://x.com/evrgn11112231/status/2018759678579146923s=20 @valuations_ The bottom is when Dan Loeb says he's max short software and is hiring energy / power and commodity analysts. https://x.com/evrgn11112231/status/2018759678579146923s=20 @valuations_ The bottom is when Dan Loeb says he's max short software and is hiring energy / power and commodity analysts"  
[X Link](https://x.com/evrgn11112231/status/2019541908834681199)  2026-02-05T22:41Z [----] followers, [---] engagements


"@P_Remarks omg i'm dying thought you were the real walter. well played sir"  
[X Link](https://x.com/evrgn11112231/status/2019549375329124637)  2026-02-05T23:11Z [----] followers, [---] engagements


"@riddle245 @PythiaR also the hyperscaler capex is presumably front loaded dc shell builds too"  
[X Link](https://x.com/evrgn11112231/status/2019550212008911297)  2026-02-05T23:14Z [----] followers, [---] engagements


"It can be true that public cloud Lt sustainability is unclear given the financial profile of their customers while also true that saas was overvalued and potentially extremely negatively impacted long term by these technical developments. It can also be true that the market hadnt a down month since April [----] and sometimes stocks go down for no fundamental reason at all"  
[X Link](https://x.com/evrgn11112231/status/2019579410886557890)  2026-02-06T01:10Z [----] followers, [----] engagements


"@TBU12345678 @viggy_krishnan The msci world has compounded at like 15-20% the last few years Thats def not normal"  
[X Link](https://x.com/evrgn11112231/status/2019579967663927662)  2026-02-06T01:12Z [----] followers, [---] engagements


"@TBU12345678 @viggy_krishnan Ya but dont confuse the core with the total Thats like LO mistake #1 thinking the entire pie is good when its really just a sliver"  
[X Link](https://x.com/evrgn11112231/status/2019580321805791323)  2026-02-06T01:14Z [----] followers, [---] engagements


"@TBU12345678 @viggy_krishnan Half of googl capex spend is gcp / external customers. Half of msft rpo is oai (shitco). Jassey went out of his way to say all the capex is for external customers No one knows how any of these customers are making money or will in the future"  
[X Link](https://x.com/evrgn11112231/status/2019580849847693610)  2026-02-06T01:16Z [----] followers, [---] engagements


"@Msp194 @TBU12345678 @viggy_krishnan Ive been talking about this stuff on here for months"  
[X Link](https://x.com/evrgn11112231/status/2019581540423086394)  2026-02-06T01:18Z [----] followers, [---] engagements


"@Msp194 @TBU12345678 @viggy_krishnan Sold msft and stx in early Nov because of it too"  
[X Link](https://x.com/evrgn11112231/status/2019581609674990005)  2026-02-06T01:19Z [----] followers, [---] engagements


"Maybe we care now about the ROIC of the AWS customers $AMZN $META $GOOGL $MSFT @c0n5tantinople @JerryCap @obsidiancap1 @Crussian17 Why do we care about the ROIC on META's capex but we don't care about the ROIC on the compute spending from AWS customers What is Anthropic's current ROIC What are their margins even If AWS customers don't eventually get a return AWS eventually doesn't get a return on their @c0n5tantinople @JerryCap @obsidiancap1 @Crussian17 Why do we care about the ROIC on META's capex but we don't care about the ROIC on the compute spending from AWS customers What is Anthropic's"  
[X Link](https://x.com/evrgn11112231/status/2019583965330567596)  2026-02-06T01:28Z [----] followers, [----] engagements


"@invertedfragil1 They like them when they are free. How do we make things free in the economy Ads. Who has perfected probabilistic ad targeting at scale and has infra ready to support it $META"  
[X Link](https://x.com/evrgn11112231/status/2019590118592639115)  2026-02-06T01:53Z [----] followers, [---] engagements


"I'm not sure. When will Anthropic be profitable or at least sustainably self funding I think you also have to have a view on inference profitability vs training costs over time (I don't but can see how it may not be so clear cut if model shelf life is short and training costs rise exponentially). I'm also not sure that inference compute rental will indeed be a great moated high roic business LT. https://twitter.com/i/web/status/2019596482622488753 https://twitter.com/i/web/status/2019596482622488753"  
[X Link](https://x.com/evrgn11112231/status/2019596482622488753)  2026-02-06T02:18Z [----] followers, [---] engagements


"Well more importantly for me - it's not clear to me at all that cloud will turn out to be good businesses in either scenario to be fair I thought the same thing about CPU cloud as well. The potential offset here is the size of the TAM being so large that the CSPs can still be decent investments even if roic isn't forever great bc they get a massive amount of growth and probably deploy capital WACC"  
[X Link](https://x.com/evrgn11112231/status/2019603949691568128)  2026-02-06T02:47Z [----] followers, [---] engagements


"@Beutty @TBU12345678 @viggy_krishnan I'm more interested in the application layer and what gets created with all of this compute and magical models the maxis talk about (hence my post that googl shouldn't even be doing gcp at all potentially)"  
[X Link](https://x.com/evrgn11112231/status/2019604501389316200)  2026-02-06T02:50Z [----] followers, [---] engagements


"@viggy_krishnan @TBU12345678 Is it really that surprising considering how $META got taken out back and shot the relative valuations made no sense"  
[X Link](https://x.com/evrgn11112231/status/2019606536767570113)  2026-02-06T02:58Z [----] followers, [---] engagements


"@rev_cap Should have hired @P_Remarks as their head of BD and come public via reverse merger with $SNAP"  
[X Link](https://x.com/evrgn11112231/status/2019607251493982322)  2026-02-06T03:01Z [----] followers, [----] engagements


"I view investment research as akin to the slow LLM training process. Its not supposed to be fast. The goal is to ingest raw data over long periods of time to train your brain (the ultimate LLM) for instant recall and pattern matching later. The test then being if you can in your mind decompose your thesis and match the points to the original primary sources you drew on. Thats where conviction and ability to adapt Bayesianly (change your mind in response to new data) comes from. https://twitter.com/i/web/status/2020138476188889490 https://twitter.com/i/web/status/2020138476188889490"  
[X Link](https://x.com/evrgn11112231/status/2020138476188889490)  2026-02-07T14:11Z [----] followers, [---] engagements


"Yes and you can do all of that (I think) in a higher quality manner without LLMs it just requires more work. Do think theres a lot of automation workflow that some smart analysts on here are doing with Claude code that is really cool and that I would value if I had someone set it all up for me across each name I own or track. https://twitter.com/i/web/status/2020145467410018589 https://twitter.com/i/web/status/2020145467410018589"  
[X Link](https://x.com/evrgn11112231/status/2020145467410018589)  2026-02-07T14:39Z [----] followers, [---] engagements


"@Msp194 @stevehou @lowellfield Not really its much more important for high growth high multiple assets given the weight of TV in the dcf. And fact that the starting point for most saas valuations already assumed a lot of heroic assumptions"  
[X Link](https://x.com/evrgn11112231/status/2020145953181724720)  2026-02-07T14:41Z [----] followers, [---] engagements


"I know it seems like an LLM could have helped me but I assure you it couldnt. I spent almost an entire year thinking about nothing other than asml and tsmc. And a lot of my work was really reading the same technical articles or journals 10-20 times until I felt like I understood it. The one area LLMs clearly could have helped me early on was just in the explaining of a lot of technical concepts in the semi industry. Thinks like how a transistor actually works dimensions of different features and why they are important etc. https://twitter.com/i/web/status/2020156316891680965"  
[X Link](https://x.com/evrgn11112231/status/2020156316891680965)  2026-02-07T15:22Z [----] followers, [---] engagements


"@DivinelyLevered @joinyellowbrick Or even next quarter when am growth likely reaccels again"  
[X Link](https://x.com/evrgn11112231/status/2020180718757069066)  2026-02-07T16:59Z [----] followers, [---] engagements


"The first sentence is the right framing and am impressed you found it bc few do. I think what most people miss though is that we have now reached a point in time where the moats theyve built in that distribution theyve created are essentially unassailable. And the content they are distributing costs them next to nothing relative to their competitors (short form only requires little infra relative to YouTube and they dont pay creators). So you cant recreate the scale of their network and bc of time / data / compute their algo lead cant be broken and grows larger by the day"  
[X Link](https://x.com/evrgn11112231/status/2020184328433459300)  2026-02-07T17:14Z [----] followers, [----] engagements


"@ggpcap @zephyr_z9 Ya I can see how maintaining a big coverage universe would require heavy LLM use where getting the 80% right is half the battle anyway"  
[X Link](https://x.com/evrgn11112231/status/2020187588175491130)  2026-02-07T17:27Z [----] followers, [---] engagements


"@Beutty What like take an LLM and have it give you a quarterly test across your portfolio"  
[X Link](https://x.com/evrgn11112231/status/2020192493011382378)  2026-02-07T17:46Z [----] followers, [---] engagements


"@WaterworldCapi1 @Frazier_Cap @TMTLongShort Except for err when China invades Taiwan Or Taiwan invasion canceled bc its inconvenient for new AI maxi thesis"  
[X Link](https://x.com/evrgn11112231/status/2020340209280553276)  2026-02-08T03:33Z [----] followers, [---] engagements


"@WaterworldCapi1 $META engagement and roas acceleration and downstream multiplier effect from all of their GPU investments about to single handedly add a few points to GDP growth"  
[X Link](https://x.com/evrgn11112231/status/2020360541114429543)  2026-02-08T04:54Z [----] followers, [---] engagements


"@SouthernValue95 The engagement and ads are basically all that matters I think. Its basically just one big data problem and AI I think is perfectly suited to turn that data into money"  
[X Link](https://x.com/evrgn11112231/status/2020564985450037271)  2026-02-08T18:26Z [----] followers, [---] engagements


"People have no idea how valuable the data sitting inside MCO/SPGI and MA/V will be once AI maximized. Literally their data exists to help people make moderately better decisions to save moderately small amounts of money - which are still multiples the value of what they charge. Every data company is one fine tuned model release away from multi bag btw Every data company is one fine tuned model release away from multi bag btw"  
[X Link](https://x.com/evrgn11112231/status/2021263105049727362)  2026-02-10T16:40Z [----] followers, 34.5K engagements


"😱 Can we get a health and welfare check on @P_Remarks for anyone how knows him irl Is AI going to do nurse staffing too $AMN Is AI going to do nurse staffing too $AMN"  
[X Link](https://x.com/evrgn11112231/status/2022067243769876807)  2026-02-12T21:56Z [----] followers, [----] engagements


"@ok198483 @MDD_IRR Adbe has risk of being a zero lt so basically uninvestable Lt for me. Dont know csu well enough but generally dont love low organic growth roll ups"  
[X Link](https://x.com/evrgn11112231/status/2017667271271780600)  2026-01-31T18:32Z [----] followers, [---] engagements


"People really dont liked being compared to $CHTR bulls of old"  
[X Link](https://x.com/evrgn11112231/status/2017828514238542239)  2026-02-01T05:13Z [----] followers, [----] engagements


"AI is basically worse for CRA's than the GFC so $MCO should go back to post GFC lows of $15"  
[X Link](https://x.com/evrgn11112231/status/2019092353131348367)  2026-02-04T16:55Z [----] followers, [----] engagements


"$ADBE is more moated and cheaper than $MCO @k3ithmccullough"  
[X Link](https://x.com/evrgn11112231/status/2019099113711890722)  2026-02-04T17:21Z [----] followers, [----] engagements


"@k3ithmccullough $CHTR too"  
[X Link](https://x.com/evrgn11112231/status/2019099166077849669)  2026-02-04T17:22Z [----] followers, [----] engagements


"@NYC_Rivera if shop weren't so expensive i would actually think could be a really interesting long"  
[X Link](https://x.com/evrgn11112231/status/2019187748582674810)  2026-02-04T23:14Z [----] followers, [---] engagements


"For sure - $TDG is down like 15% the last few days on a print which I thought was very much fine. But I also understand that it had a punchy multiple and its ok for stocks to go down sometimes (and frankly all year much of my portfolio had been bouncing up and down within 15% ranges for no real reason). https://twitter.com/i/web/status/2019585314084294725 https://twitter.com/i/web/status/2019585314084294725"  
[X Link](https://x.com/evrgn11112231/status/2019585314084294725)  2026-02-06T01:33Z [----] followers, [---] engagements


"@joinyellowbrick Ok $TDG is down 11% on earnings a couple of days ago and everything looks good"  
[X Link](https://x.com/evrgn11112231/status/2020153624320508260)  2026-02-07T15:12Z [----] followers, [---] engagements


"@joinyellowbrick lol not a dead stock and agree to disagree moving on now"  
[X Link](https://x.com/evrgn11112231/status/2020253980148793460)  2026-02-07T21:50Z [----] followers, [---] engagements


"Its not that I dont believe what I said yesterday either. But feels like maybe Ive been doing raw pretraining on my own (necessary) but I just used Claude for a big post training run and getting the results back and shocked"  
[X Link](https://x.com/evrgn11112231/status/2020534301427658754)  2026-02-08T16:24Z [----] followers, [----] engagements


"@WaterworldCapi1 @bucketshopcap Ratings is actually I think one of the best businesses in the world and I'm not sure of anything else with a better LT growth algo + pricing power"  
[X Link](https://x.com/evrgn11112231/status/2021247617900875942)  2026-02-10T15:39Z [----] followers, [----] engagements


"@WaterworldCapi1 @bucketshopcap Ratings has more pricing power and card penetration eventual hits cap while issuance grows probably forever at nominal GDP + 1-2% at least (more levered to global Ent Value growth than rev) + pricing"  
[X Link](https://x.com/evrgn11112231/status/2021248440018071874)  2026-02-10T15:42Z [----] followers, [---] engagements


"@WaterworldCapi1 @bucketshopcap ratings real pricing is 3-5% pa vs CC real pricing sub inflation I think (but get inflation from PCE)"  
[X Link](https://x.com/evrgn11112231/status/2021248607056203776)  2026-02-10T15:43Z [----] followers, [---] engagements


"@UpslopeCapital Forgot the real first one: Value guys grave dance on short sellers (coming out of GFC) So now we've come full circle"  
[X Link](https://x.com/evrgn11112231/status/2021295097371857388)  2026-02-10T18:47Z [----] followers, [---] engagements


"@RelativalueMike who is trading at 30x"  
[X Link](https://x.com/evrgn11112231/status/2021617367281815679)  2026-02-11T16:08Z [----] followers, [---] engagements


"@HedgeyeComm That would require real modeling skills. Cost curves fixed vs variable costs price vs volume capital intensity. Analyzing macro cyclicality. Words most software analysts have never heard much less know how to do"  
[X Link](https://x.com/evrgn11112231/status/2021805111173886013)  2026-02-12T04:34Z [----] followers, [----] engagements


"@JerryCap @RihardJarc everything is arr in vc world"  
[X Link](https://x.com/evrgn11112231/status/2022069257652383769)  2026-02-12T22:04Z [----] followers, [----] engagements


"@RAMCOCAPITAL @DynamicMoats @PythiaR @ErnestWongBWM Are you buying $TDG or $VRX $MCO or $UNH These seem obvious in hindsight but ex-ante it's extremely difficult to determine and that's where the alpha is"  
[X Link](https://x.com/evrgn11112231/status/1923019386706636871)  2025-05-15T14:15Z [----] followers, [---] engagements


"@buccocapital @Cashflow_Cowboy and thoma bravo dumping bags at the top then taking under at the lows"  
[X Link](https://x.com/evrgn11112231/status/2018830549775790510)  2026-02-03T23:34Z [----] followers, [---] engagements


"If $GOOGL was really AI pilled they should abandon GCP entirely and hoard all the infra and model magic for themselves. If you get something close to AGI why would you let any other company use it @Rubbabubub @WaterworldCapi1 it's super capital intensive and competitive. i think if ai maxis are right too then you should only be in the 1p capacity business. i think whomever controls the most 1P infra over time will be the most valuable is my current swag view @Rubbabubub @WaterworldCapi1 it's super capital intensive and competitive. i think if ai maxis are right too then you should only be in"  
[X Link](https://x.com/evrgn11112231/status/2019197622184210506)  2026-02-04T23:53Z [----] followers, 46.7K engagements


"$MCO selling off an anthropic financial update 🤣 This must be how the JPM IT guy felt lmao AI coming for $MCO too. Send it lower. AI coming for $MCO too. Send it lower"  
[X Link](https://x.com/evrgn11112231/status/2019480596674703746)  2026-02-05T18:37Z [----] followers, [----] engagements


"@Ambroise23968 accurate as defined by what issuers pay mco and spgi 8bps per rating bc they get to save 50bps per year on the interest rate. it's not there for any other reason except for as a currency standard so bond buyers have a way of comparing bonds vs other issuers vs history etc"  
[X Link](https://x.com/evrgn11112231/status/2022108408493879441)  2026-02-13T00:39Z [----] followers, [---] engagements


"@WaterworldCapi1 @bucketshopcap to be clear i own mco not spgi. more ratings mix (but also trades at premium for that reason)"  
[X Link](https://x.com/evrgn11112231/status/2021248149981995416)  2026-02-10T15:41Z [----] followers, [---] engagements


"I've never met anyone who can perfectly time a bottom. Waste of time and trying to protect against single stock drawdowns I'm pretty confident is alpha detracting for an emotionally tolerant + long term investor (few are either of those things; even fewer are both). And not only is it fine as long as you've sized properly along the way and you don't capitulate at the wrong time - I strongly believe its meaningfully alpha enhancing if you can do it well. So - I don't care if it goes lower I'll just make it even bigger. It's one of the most moated businesses in the world with one of the best LT"  
[X Link](https://x.com/evrgn11112231/status/2021997614888030249)  2026-02-12T17:19Z [----] followers, 14.2K engagements


"@grok show me a picture of Moody's but in a bikini"  
[X Link](https://x.com/evrgn11112231/status/2022039468249674162)  2026-02-12T20:05Z [----] followers, [----] engagements


"@AltayCapital @Athipatla @PythiaR I dont care about his political views. If you want to learn feel free to ask instead of coming in guns blazing. Just read literally anything he writes about investing. And if you cant see it then I cant help you"  
[X Link](https://x.com/evrgn11112231/status/2022458156115464644)  2026-02-13T23:49Z [----] followers, [---] engagements


"@SafeCheapStocks @bucketshopcap I mean coatue is a tech fund"  
[X Link](https://x.com/evrgn11112231/status/2022518240057135608)  2026-02-14T03:48Z [----] followers, [---] engagements


"@RyeNotBerben I mean all the stuff Ive been talking about like in info services. Ratings agencies and payment rails most obvious. Meta too (although more capital heavy as well now which I view as most fortifying). Lots of saas I think will prove to be like this but I dont have any exposure"  
[X Link](https://x.com/evrgn11112231/status/2022729113262493709)  2026-02-14T17:46Z [----] followers, [---] engagements


"@bucketshopcap I generally agree but this selloff is actually really dumb. SPGI just gave pod bro like conservative guidance on their ratings business where they assume bc of tough comps in Q4 [----] it will have negative growth on the Q"  
[X Link](https://x.com/evrgn11112231/status/2021242649131225137)  2026-02-10T15:19Z [----] followers, [----] engagements


"@ser_kingslayer_ @SupBagholder This protest makes literally zero sense to me"  
[X Link](https://x.com/evrgn11112231/status/2022477331739148637)  2026-02-14T01:05Z [----] followers, [---] engagements


"@SafeCheapStocks @bucketshopcap What are you arguing about Its mostly tech"  
[X Link](https://x.com/evrgn11112231/status/2022519686521303266)  2026-02-14T03:54Z [----] followers, [--] engagements


"@WaterworldCapi1 @bucketshopcap CC processors grow faster near to mid term. While CRA's I think grow higher LT / higher terminal growth"  
[X Link](https://x.com/evrgn11112231/status/2021249001794789484)  2026-02-10T15:44Z [----] followers, [---] engagements


"@WaterworldCapi1 @bucketshopcap no processors payment rails"  
[X Link](https://x.com/evrgn11112231/status/2021249132912857599)  2026-02-10T15:45Z [----] followers, [---] engagements


"Yes I don't use stop losses and my max size increases as risk / reward improves. So this kind of vol is basically always extremely profitable for high quality businesses (doesn't work obviously for things that actually break of course). You will lose money if you are really wrong about the biz"  
[X Link](https://x.com/evrgn11112231/status/2021999442841227313)  2026-02-12T17:26Z [----] followers, [---] engagements


"A lot of "but AI will do it better takes" seem to not even understand that the issuer is the one who pays for the rating. And the value is the standardization institutional history regulatory requirements that give the ratings their currency values which is why credit investors demand it. If you want a good laugh - ask a fixed income pm at a pension fund what he thinks about buying Grok rated bonds"  
[X Link](https://x.com/evrgn11112231/status/2022038904602230935)  2026-02-12T20:03Z [----] followers, [----] engagements


"@Athipatla Lucky fraud at best. Fraud fraud at worst"  
[X Link](https://x.com/evrgn11112231/status/2022125313808077216)  2026-02-13T01:46Z [----] followers, [----] engagements


"@taobanker Also meta is going to vibe code them out of existence eventually"  
[X Link](https://x.com/evrgn11112231/status/2022131654119375227)  2026-02-13T02:12Z [----] followers, [----] engagements


"@AltayCapital Nah - no amount of track will change my mind"  
[X Link](https://x.com/evrgn11112231/status/2022451141699658168)  2026-02-13T23:21Z [----] followers, [---] engagements


"Weve come full circle in [--] months - from AI is a bubble and it will never work to AI works so well that it will destroy everything. All from the same crowd 🤣 @GavinSBaker Why are value and macro investors so comfortable making highly confident prognostications about AI despite their manifest ignorance I don't recall many tech/growth investors penning long bearish highly confident and utterly ignorant analyses about energy in 2022/2023. Why are value and macro investors so comfortable making highly confident prognostications about AI despite their manifest ignorance I don't recall many"  
[X Link](https://x.com/evrgn11112231/status/2022742597333401728)  2026-02-14T18:39Z [----] followers, [----] engagements


"AI is going to destroy $ASML. You heard it here first"  
[X Link](https://x.com/evrgn11112231/status/2018764353655202031)  2026-02-03T19:11Z [----] followers, 34K engagements


"A lot of people are talking about how AI is increasing their productivity and driving efficiency in their investment processes. But to me it seems like most are just ingesting more noise and I am skeptical that this is leading to higher quality or more profitable investment decisions. Meanwhile Im listening to earnings calls live thinking deeply and *doing less* more than ever and havent used an LLM for work in months - and feel like Ive never seen things more clearly. Maybe the research alpha isnt in the output or summary compilation of the data but in the neurological connections and"  
[X Link](https://x.com/evrgn11112231/status/2020014852874399926)  2026-02-07T06:00Z [----] followers, 60.1K engagements


"@icg_mode Just read what I wrote on ASML on my page from June to July. Basically the same thing although I was 2x the size in ASML at the lows (it also is more moated and had higher upside)"  
[X Link](https://x.com/evrgn11112231/status/2021999999794704471)  2026-02-12T17:29Z [----] followers, [---] engagements


"Judging by ASML experience the bottom is only in when only [--] professionals on here admit to owning the stock and everyone else just makes fun of you for being bad at your job"  
[X Link](https://x.com/evrgn11112231/status/2012339124355621283)  2026-01-17T01:40Z [----] followers, 14.3K engagements


"I know $IGV was green today but friendly reminder for the weekend. These stocks arent pricing in zero terminal value in [--] years thats not how any of this works. Re saas valuations and valuing zero terminal value businesses. Also a comment about sbc (dilution isnt what matters but rather the cash cost of annual sbc grants). Re saas valuations and valuing zero terminal value businesses. Also a comment about sbc (dilution isnt what matters but rather the cash cost of annual sbc grants)"  
[X Link](https://x.com/evrgn11112231/status/2020003746844143649)  2026-02-07T05:16Z [----] followers, [----] engagements


"Think about the fraud reduction potential for the rails and how valuable that is. Oh you think agentic commerce is the future Infinitely more likely that will be used for fraud and way harder to detect. Until MA/V develop insane agentic AI fraud protection models which stop it"  
[X Link](https://x.com/evrgn11112231/status/2021263637722137084)  2026-02-10T16:42Z [----] followers, [----] engagements


"@viniciusrchs You can imagine lots of quality at any price funds are getting liquidated at the moment. So be a liquidity provider"  
[X Link](https://x.com/evrgn11112231/status/2022000714881585385)  2026-02-12T17:31Z [----] followers, [----] engagements


"Rest now brothers. We have the watch. @viniciusrchs You can imagine lots of quality at any price funds are getting liquidated at the moment. So be a liquidity provider. @viniciusrchs You can imagine lots of quality at any price funds are getting liquidated at the moment. So be a liquidity provider"  
[X Link](https://x.com/evrgn11112231/status/2022003925524922769)  2026-02-12T17:44Z [----] followers, [----] engagements


"This platform is basically always filled with dumb "fundamental" takes on single stocks (highly correlated to how red the chart is). but these "AI is going to disrupt credit ratings" are probably the worst I've ever seen. $MCO $SPGI"  
[X Link](https://x.com/evrgn11112231/status/2022038007852019919)  2026-02-12T20:00Z [----] followers, 30.2K engagements


"Bummer we couldn't meme this one into existence. AI is going to destroy $ASML. You heard it here first. AI is going to destroy $ASML. You heard it here first"  
[X Link](https://x.com/evrgn11112231/status/2022061706042814700)  2026-02-12T21:34Z [----] followers, [----] engagements


"Don't worry - you aren't wrong. He is indeed an idiot and this is just a case study / cautionary tale on the lack of signal / folly of track records when assessing manager skill"  
[X Link](https://x.com/evrgn11112231/status/2022122932936540216)  2026-02-13T01:37Z [----] followers, [----] engagements


"Fighting off bad takes only to realize it's one schizo guy with [--] burner accounts [--] substacks and way too much free time"  
[X Link](https://x.com/evrgn11112231/status/2022450811780108755)  2026-02-13T23:20Z [----] followers, [----] engagements


"This place is weird man"  
[X Link](https://x.com/evrgn11112231/status/2022450911541661777)  2026-02-13T23:20Z [----] followers, [---] engagements


"Saas bulls have been getting quiet and ai maxis have never been louder (or more annoying). Probably closer than we all think Judging by ASML experience the bottom is only in when only [--] professionals on here admit to owning the stock and everyone else just makes fun of you for being bad at your job. Judging by ASML experience the bottom is only in when only [--] professionals on here admit to owning the stock and everyone else just makes fun of you for being bad at your job"  
[X Link](https://x.com/evrgn11112231/status/2022518878710976571)  2026-02-14T03:50Z [----] followers, 10.7K engagements


"Its so interesting how quickly this narrative has taken over investor discourse. For many capital light businesses the source of their moats are far from just the IP itself. Network effects proprietary data creating value from that data incumbency / inertia distribution - were always more important and AI doesnt change this - it often actually makes those things more valuable. Bc AI is actually nothing without all of these things anymore than excel is something without a computer. Meanwhile - asset heavy businesses may not be under threat from AI specifically but they are still under threat"  
[X Link](https://x.com/evrgn11112231/status/2022721756633440303)  2026-02-14T17:17Z [----] followers, [----] engagements


"Its particularly striking bc it is said with so much confidence yet I am extremely confident it is exactly wrong. Bizarre"  
[X Link](https://x.com/evrgn11112231/status/2022725023773974553)  2026-02-14T17:30Z [----] followers, [---] engagements


"And I actually think AI will eventually erode a lot of asset heavy moats where a big part of the moat was indeed IP / engineering know how as AI will improve r&d efficiency patent analysis manufacturing learning etc"  
[X Link](https://x.com/evrgn11112231/status/2022725646703825123)  2026-02-14T17:32Z [----] followers, [---] engagements


"Also funny bc people act like AI is new and have no concept of classical machine learning and other CPU based AI methods (which these asset light incumbents like meta have employed at scale for over a decade) before the transformer / GPU based parallelized methods being successfully employed now. https://twitter.com/i/web/status/2022733081518707163 https://twitter.com/i/web/status/2022733081518707163"  
[X Link](https://x.com/evrgn11112231/status/2022733081518707163)  2026-02-14T18:02Z [----] followers, [--] engagements


"@bucketshopcap Omg did you hear Darios latest podcast Updating all of my priors immediately boomer pms are cooked. Lmao"  
[X Link](https://x.com/evrgn11112231/status/2022738403541103060)  2026-02-14T18:23Z [----] followers, [---] engagements


"@bucketshopcap People are just panicking bc of the vol and are desperate to look leading edge and smart. Same group were short semis on tariff fears last year"  
[X Link](https://x.com/evrgn11112231/status/2022738700803682378)  2026-02-14T18:24Z [----] followers, [----] engagements


"Much of the market and fintwit at the moment. @bucketshopcap People are just panicking bc of the vol and are desperate to look leading edge and smart. Same group were short semis on tariff fears last year. @bucketshopcap People are just panicking bc of the vol and are desperate to look leading edge and smart. Same group were short semis on tariff fears last year"  
[X Link](https://x.com/evrgn11112231/status/2022739186072322363)  2026-02-14T18:26Z [----] followers, [----] engagements


"https://x.com/evrgn11112231/status/1988730659091959897s=20 I think simplistically: 1) It's easy to avoid owning things you don't understand. 2) It sucks to underperform the index. 3) It sucks to underperform the index which largely benefits from things you don't own because you don't understand them. 4) It's hard to admit you're https://x.com/evrgn11112231/status/1988730659091959897s=20 I think simplistically: 1) It's easy to avoid owning things you don't understand. 2) It sucks to underperform the index. 3) It sucks to underperform the index which largely benefits from things you don't own"  
[X Link](https://x.com/evrgn11112231/status/2022742678572528055)  2026-02-14T18:40Z [----] followers, [----] engagements


"I just wonder about it bc they are doing a lot internally already with ai on computational lithography and yield improvement. They probably have better data than external IP companies so maybe they just start offering libraries over time. I havent thought a lot about it but would probably keep me from every owning snps (I own ASML and tsm). https://twitter.com/i/web/status/2022751248772932089 https://twitter.com/i/web/status/2022751248772932089"  
[X Link](https://x.com/evrgn11112231/status/2022751248772932089)  2026-02-14T19:14Z [----] followers, [--] engagements


"AI coming for $MCO too. Send it lower. I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not"  
[X Link](https://x.com/evrgn11112231/status/2019091101710520530)  2026-02-04T16:50Z [----] followers, 16.3K engagements


"$MCO had a lower multiple than $STX this morning. That's it - that's the tweet"  
[X Link](https://x.com/evrgn11112231/status/2021241314021388779)  2026-02-10T15:14Z [----] followers, [----] engagements


"🤣 $MCO $SPGI Morgan Stanley expects hyperscalers to borrow $400 billion this year more than double from $165 billion in [----]. The offering spree will drive high-grade corporate bond issuance to a record $2.25 trillion this year https://t.co/4PXDEnQW4o Morgan Stanley expects hyperscalers to borrow $400 billion this year more than double from $165 billion in [----]. The offering spree will drive high-grade corporate bond issuance to a record $2.25 trillion this year https://t.co/4PXDEnQW4o"  
[X Link](https://x.com/evrgn11112231/status/2021267202511442386)  2026-02-10T16:57Z [----] followers, 15.2K engagements


"Saas bros grave dance on value guys Quality guys grave dance on saas bros Negative alpha guys grave dance on quality guys What comes next"  
[X Link](https://x.com/evrgn11112231/status/2021293475564560465)  2026-02-10T18:41Z [----] followers, [----] engagements


"lol don't own enough $MCO "What's in a name That which we call a rose By any other name would smell as sweet" Two paths for $MCO and $SPGI to lose at least half of their value: 1) Search for "S&P" and "Moody's" in the credit docs and policy & procedure manuals and replace all with "Claude Ratings" and "What's in a name That which we call a rose By any other name would smell as sweet" Two paths for $MCO and $SPGI to lose at least half of their value: 1) Search for "S&P" and "Moody's" in the credit docs and policy & procedure manuals and replace all with "Claude Ratings" and"  
[X Link](https://x.com/evrgn11112231/status/2021977272941769052)  2026-02-12T15:58Z [----] followers, 15.5K engagements


"$MCO @icg_mode I've never met anyone who can perfectly time a bottom. Waste of time and trying to protect against single stock drawdowns I'm pretty confident is alpha detracting for an emotionally tolerant + long term investor (few are either of those things; even fewer are both). And not only @icg_mode I've never met anyone who can perfectly time a bottom. Waste of time and trying to protect against single stock drawdowns I'm pretty confident is alpha detracting for an emotionally tolerant + long term investor (few are either of those things; even fewer are both). And not only"  
[X Link](https://x.com/evrgn11112231/status/2021997753820492082)  2026-02-12T17:20Z [----] followers, [----] engagements


"@marc_slans only if you are a masochist like myself"  
[X Link](https://x.com/evrgn11112231/status/2022004061969801566)  2026-02-12T17:45Z [----] followers, [---] engagements


"@marc_slans I prefer concentration. It's fine but they are similar bets and I'd rather own more of MCO"  
[X Link](https://x.com/evrgn11112231/status/2022008104783950165)  2026-02-12T18:01Z [----] followers, [---] engagements


"Hate to kick all you pros while you are down. But if the current market chaos isn't bad enough on your psyche you should know the $ORR etf is up 13% YTD"  
[X Link](https://x.com/evrgn11112231/status/2022080310939463979)  2026-02-12T22:48Z [----] followers, 51.4K engagements


"@AltayCapital @Athipatla @PythiaR I think he's dumb and unethical. That's all there really is to it. No track could change that opinion"  
[X Link](https://x.com/evrgn11112231/status/2022453588531052906)  2026-02-13T23:31Z [----] followers, [---] engagements


"@taobanker Just meta without the rest. And if you need more tsm and ASML and log off"  
[X Link](https://x.com/evrgn11112231/status/2022505598986916317)  2026-02-14T02:58Z [----] followers, [----] engagements


"@bucketshopcap And yet he will still underperform the Qs by 50%"  
[X Link](https://x.com/evrgn11112231/status/2022510066587607226)  2026-02-14T03:15Z [----] followers, [---] engagements


"We also know that the main bottleneck to LLM usefulness now is actually quality of proprietary data it is trained on. Scale AIs entire business. And that is still just for making useful general purpose models. Another thing entirely for an upstart then to take those models and somehow beat incumbents without the rich data (vs the incumbents plugging ai into existing workflows like they already doing)"  
[X Link](https://x.com/evrgn11112231/status/2022731882991882730)  2026-02-14T17:57Z [----] followers, [---] engagements


"@SouthernValue95 @GavinSBaker I think they are just playing different games tbh. Meta isnt trying to build for the enterprise market the way the others are and def dont need to win the chatbot race (something where having something good enough as they do now is all they really need to one shot grandma)"  
[X Link](https://x.com/evrgn11112231/status/2022755970095464513)  2026-02-14T19:32Z [----] followers, [---] engagements

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