#  @flippyfloppy52 Dr. Philosovestor Dr. Philosovestor posts on X about $path, $sap, sap, $adbe the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1455948023004073990/interactions)  - [--] Week [-----] -11% - [--] Month [------] +246% - [--] Months [-------] +464% - [--] Year [-------] +813% ### Mentions: [--] [#](/creator/twitter::1455948023004073990/posts_active)  - [--] Week [--] -40% - [--] Month [---] +130% - [--] Months [---] +357% - [--] Year [---] +945% ### Followers: [---] [#](/creator/twitter::1455948023004073990/followers)  - [--] Week [---] +0.94% - [--] Month [---] +9.70% - [--] Months [---] +224% - [--] Year [---] +386% ### CreatorRank: [---------] [#](/creator/twitter::1455948023004073990/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 67% [technology brands](/list/technology-brands) 36% [finance](/list/finance) 16% [cryptocurrencies](/list/cryptocurrencies) 13% [fashion brands](/list/fashion-brands) 4% [countries](/list/countries) 3% [social networks](/list/social-networks) 1% **Social topic influence** [$path](/topic/$path) #154, [$sap](/topic/$sap) #31, [sap](/topic/sap) #469, [$adbe](/topic/$adbe) #231, [$gtlb](/topic/$gtlb) #41, [$pypl](/topic/$pypl) 11%, [ai](/topic/ai) 10%, [$bntx](/topic/$bntx) 10%, [$nvo](/topic/$nvo) 7%, [$fmc](/topic/$fmc) #7 **Top accounts mentioned or mentioned by** [@taobanker](/creator/undefined) [@johnie36149708](/creator/undefined) [@carnicontrarian](/creator/undefined) [@midwitcapital](/creator/undefined) [@greigjduncan](/creator/undefined) [@gesichtseintopf](/creator/undefined) [@elpatrongaton](/creator/undefined) [@goodalexander](/creator/undefined) [@bioinvestor24](/creator/undefined) [@choubris](/creator/undefined) [@investmentideen](/creator/undefined) [@obsidiancap1](/creator/undefined) [@4drant](/creator/undefined) [@alpacacapital](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@evfcfaddict](/creator/undefined) [@scottbelsky](/creator/undefined) [@resypto](/creator/undefined) [@toiletkingcap](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [SAP SE (SAP)](/topic/$sap) [Adobe, Inc. (ADBE)](/topic/$adbe) [GitLab Inc. (GTLB)](/topic/$gtlb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [FAME AI (FMC)](/topic/$fmc) [Unity Software Inc. (U)](/topic/$u) [Synopsys, Inc. (SNPS)](/topic/$snps) [Kattana (KTN)](/topic/$ktn) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Moderna Inc (MRNA)](/topic/$mrna) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Alien Base (ALB)](/topic/$alb) [UnitedHealth Group (UNH)](/topic/$unh) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Alibaba Group (BABA)](/topic/$baba) [Summit Therapeutics Inc. Common Stock (SMMT)](/topic/$smmt) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Walmart, Inc. (WMT)](/topic/$wmt) ### Top Social Posts Top posts by engagements in the last [--] hours "As for new adds: $SAP for reacceleration in Germany due to government stimulus and digitilization efforts. $BAVA after the failed PE bid making this one of my best trades of the year (I offloaded my whole position at the offer price) $SNPS for a proxy AI play + Ansys growth" [X Link](https://x.com/flippyfloppy52/status/2006054841341079724) 2025-12-30T17:28Z [---] followers, [---] engagements "$NBIX I'm a simple man. I snort Ketamine to make myself feel good. I see a company advancing a drug that has Ketamine like effects but much milder side effects I buy" [X Link](https://x.com/flippyfloppy52/status/2007128499484770503) 2026-01-02T16:34Z [---] followers, [---] engagements "Although $ADBE is certainly not dying and all short mofos who actually think AI without a control layer will replace creative cloud will get fucked I decided that Ketamine is even more important than this contrarian trade. Increasing $NBIX reducing $ADBE" [X Link](https://x.com/flippyfloppy52/status/2008988637049098308) 2026-01-07T19:46Z [---] followers, [---] engagements "@Johnie36149708 @gesichtseintopf don't forget the Ketamine stock $NBIX Follow me for more financial advice @flippyfloppy52" [X Link](https://x.com/flippyfloppy52/status/2014049943267266893) 2026-01-21T18:58Z [---] followers, [--] engagements "@CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC" [X Link](https://x.com/flippyfloppy52/status/2015367227323662551) 2026-01-25T10:12Z [---] followers, [----] engagements "$FMC What a disaster honestly. I think I have to dive back into this to be honest just to understand if there is any life in this. I had already posted as to why on a pitch to the stock by @ElPatronGaton. It's not an easy situation. But given it's fallen this much must reassess @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus" [X Link](https://x.com/flippyfloppy52/status/2019452972866916433) 2026-02-05T16:48Z [---] followers, [---] engagements "Let's linearly fit a cloud scatter of points and pretend it has any statistical significance where the whole linear trend is dictated by a single outlier on the far top right. OK bro Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e" [X Link](https://x.com/flippyfloppy52/status/2020414523648450982) 2026-02-08T08:28Z [---] followers, [---] engagements "$LULU everytime I look at this stock. I just have this itch to buy because it looks so "cheap". I then have to remind myself that I'm an absolute donkey when it comes to understanding fashion trends and their implications. So I stay out" [X Link](https://x.com/flippyfloppy52/status/2021236617235538147) 2026-02-10T14:55Z [---] followers, [---] engagements "added some more $GTLB on the drop at opening today. It now makes up 10% of my PF. I won't add more here to be honest. Although I am 95% sure this rerates higher I don't want to risk more on the 5% case it won't. Ofc it's a dynamic situation adjust based on incoming info" [X Link](https://x.com/flippyfloppy52/status/2021238719907344481) 2026-02-10T15:03Z [---] followers, [---] engagements "$BNTX I mean this stock is so off the radar that two huge news: 1- Orphan designation for BNT316 2- Fast track for BNT113 are not even reported on Trading View. How criminal is this should I just sell my entire PF and yolo 100% this xD" [X Link](https://x.com/flippyfloppy52/status/2014013220571275607) 2026-01-21T16:32Z [---] followers, [---] engagements "$MRNA rallying on MRNA vaccine intismeran autogene showing promising results in Melanoma. Well guess who's also developing MRNA cancer vaccines that might show similar levels of efficacy $BNTX of course BNT122 anyone once the mechanism is validated it's only an execution race" [X Link](https://x.com/flippyfloppy52/status/2014048999301410922) 2026-01-21T18:54Z [---] followers, [---] engagements "$BNTX $NVO Finance graduate: 1- Thinks basic statistics makes him sophisticated 2- Newtons second law of motion whats that 3- Never understood the difference between a proton & an electron 4- Doesnt understand how a water boiler functions 5- Never seen a cell under a microscope" [X Link](https://x.com/flippyfloppy52/status/2014356791803453854) 2026-01-22T15:17Z [---] followers, [---] engagements "$GTLB I've taken the opportunity of the january plunge to increase my holdings. This is now my second biggest position behind $BNTX making up 9.4% of my PF. I have decided to put this above $PATH as I view the business case as stronger although I like $PATH Daniel Dines better" [X Link](https://x.com/flippyfloppy52/status/2014656730492178673) 2026-01-23T11:09Z [---] followers, [---] engagements "$ADBE Although I'm like 80% sure that $ADBE will rerate higher my PF is already 1/3 exposed to the SaaS factor that's moving in tandem. I don't want to be factor dependent and I think $GTLB and $PATH have way more upside. That's why I reduced $ADBE considerably" [X Link](https://x.com/flippyfloppy52/status/2015468949601755158) 2026-01-25T16:56Z [---] followers, [---] engagements "@CarniContrarian I understand. I just wanted to put the information that I have out there. I did a lot of research on $FMC and it's not an easy situation. They also have environmental commitments for discontinued operations which is a drag on cash flow" [X Link](https://x.com/flippyfloppy52/status/2015470793879113984) 2026-01-25T17:04Z [---] followers, [---] engagements "Olivier shilling my bags $KTN hihihihi $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically" [X Link](https://x.com/flippyfloppy52/status/2015475560521015335) 2026-01-25T17:23Z [---] followers, [---] engagements "$PATH $GTLB $SAP $4DSY $ADBE Everyone on here was saying SaaS will paamp on Monday. OK bro sure am very happy that it's happening. But can someone explain to me why What happened on Friday" [X Link](https://x.com/flippyfloppy52/status/2015807302566113323) 2026-01-26T15:21Z [---] followers, [---] engagements "6/ However in terms of coding $SAP CEP did say something interesting on call that pertains to $GTLB: "The LLMs can take over coding of software for sure. I mean because this is unstructured information code. They understand the patterns how our developers code in the past"" [X Link](https://x.com/flippyfloppy52/status/2016889110141497408) 2026-01-29T15:00Z [---] followers, [---] engagements "$GTLB $PATH $ADBE $SAP For all the SaaS SBC GAAP non-GAAP monkeys out there What matters is CASH PER SHARE. SBC increases claim on CASH while providing a more robust BALANCE SHEET (i.e. RAISING EQUITY) PER SHARE is the most important word TY FOR YOUR ATTENTION TO THIS MATTER" [X Link](https://x.com/flippyfloppy52/status/2017934442069672144) 2026-02-01T12:13Z [---] followers, [---] engagements "$BNTX Stock gets a downgrade today from Daina Graybosch from Leerink Partners xD So the downgrade is only because $BNTX rallied the last two weeks the price target wasn't changed. The fact that so much happened since then went under this "PhD" 's radar. Blind. I'll buy more" [X Link](https://x.com/flippyfloppy52/status/2018321983373447523) 2026-02-02T13:53Z [---] followers, [---] engagements "Perhaps very bullish news for $BNTX was the acceptance of the BLA filing of $SMMT for the bi-specific PD-1/VEGF for EGFRm NSCLC Post-TKI Therapy. $BNTX will be able to take more informed decisions on the similar bi-specific AND they have experience in large scale manufacturing" [X Link](https://x.com/flippyfloppy52/status/2018322843398754623) 2026-02-02T13:57Z [---] followers, [---] engagements "2/ If this is the mentality of the average $PYPL investor in terms of expectations of what the company has to deliver when priced at 11% TTM FCF yield then I'm really not sure why anyone would ever be a value investor. I would say the bar is WAY lower for this to reprice higher" [X Link](https://x.com/flippyfloppy52/status/2018585418980078020) 2026-02-03T07:20Z [---] followers, [---] engagements "@taobanker Was always a shitco. I also took the mean reversion jab and failed. Painpal" [X Link](https://x.com/flippyfloppy52/status/2018671756815282559) 2026-02-03T13:03Z [---] followers, [--] engagements "$PYPL TL;DR: looking at this situation from a sober perspective all the signs for a turnaround failure were there prior to the Q4FY2025 earnings report. I tried to take a jab on the long side and failed (closed asap after earnings) but was always sceptical long term. A 🧵" [X Link](https://x.com/flippyfloppy52/status/2018681763388682461) 2026-02-03T13:43Z [---] followers, [---] engagements "1/ that PayPal has been very cautious about 2025Q4 results through management team disclosures for a while now. In fact they have been blaming macro pressures on their inability to reaccelerate the business. I have to admit $PYPL is quite the case study for a business " [X Link](https://x.com/flippyfloppy52/status/2018681765125144928) 2026-02-03T13:43Z [---] followers, [---] engagements "2/ that has not been performing well under the hood but still kept a faade towards the outside so as to not panic the market. Now that it has reached an unbearable point the mask has fallen off and the severity of $PYPL's situation has come to light" [X Link](https://x.com/flippyfloppy52/status/2018681766836400321) 2026-02-03T13:43Z [---] followers, [---] engagements "6/ 5- The company recently filing for a bank license signaling that their growth plans are faltering as they try to pivot in a new direction 6- The lack of coupons since the start of the year in the German app signaling that they had conceded that the strategy has failed" [X Link](https://x.com/flippyfloppy52/status/2018681773970878938) 2026-02-03T13:43Z [---] followers, [--] engagements "7/ All in all it doesn't surprise me that $PYPL missed earnings the CEO has been fired and the decel outlook. Digital payment and digital transactions have been commoditized to the benefit of the average consumer by the way. Huge win for society big loss for $PYPL" [X Link](https://x.com/flippyfloppy52/status/2018681775745081528) 2026-02-03T13:43Z [---] followers, [---] engagements "$GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there" [X Link](https://x.com/flippyfloppy52/status/2018714691942363211) 2026-02-03T15:54Z [---] followers, [----] engagements "1/ $NVO I was too busy crying about my SaaS PF getting destroyed that I forgot to explain why I cut $NVO before earnings. So the reason quite frankly is simple. I looked up what analyst concensus was in terms of sales contraction for FY2026 https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there" [X Link](https://x.com/flippyfloppy52/status/2018996146727743491) 2026-02-04T10:32Z [---] followers, [---] engagements "2/ and just found that a mid single digit contraction was way too optimistic given the recent dynamics. First $NVO had cut pricing in the US due to the deal with Trump putting much more pressure on already falling Ozempic and Wegovy sales" [X Link](https://x.com/flippyfloppy52/status/2018996148657172923) 2026-02-04T10:32Z [---] followers, [---] engagements "@Johnie36149708 @goodalexander Haven't received the fatwa from my sheikh yet. Reference" [X Link](https://x.com/flippyfloppy52/status/2019105739089015289) 2026-02-04T17:48Z [---] followers, [--] engagements "@bioinvestor24 Would this apply (side effects and ramp up) to both sc. and oral Amycretin or only sc" [X Link](https://x.com/flippyfloppy52/status/2019154462724493496) 2026-02-04T21:01Z [---] followers, [--] engagements "$PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer" [X Link](https://x.com/flippyfloppy52/status/2019448984486486409) 2026-02-05T16:32Z [---] followers, [---] engagements "$PYPL omg is this stock really trading at a TTM PE of [--] now @taobanker when are you acquiring the company $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer" [X Link](https://x.com/flippyfloppy52/status/2019449711355130307) 2026-02-05T16:35Z [---] followers, [---] engagements "$QCOM 1/ Ok this is ridiculous now. I bought in the premarket after it was 13% down. VERY clear path towards renewed growth. Handset revenue only temporary because RAM will become cheap again. Never has a shortage not translated into a glut" [X Link](https://x.com/flippyfloppy52/status/2019451188639306113) 2026-02-05T16:40Z [---] followers, [--] engagements "2/ Automotive revenue of $QCOM is exploding they are working on chips specialized for sensor use (i.e. robots). They are working on the next wearable chips (glasses etc.). The world needs even higher bandwidth connectivity with all the data being stored" [X Link](https://x.com/flippyfloppy52/status/2019451190358970693) 2026-02-05T16:40Z [---] followers, [--] engagements "3/ $QCOM also going into data centers with an inference optimized chip and are also expanding the CPU offerings. While I am not a fan of the data center play anymore you get this upside basically for free. The other factors are enough for a serious repricing" [X Link](https://x.com/flippyfloppy52/status/2019451192162591129) 2026-02-05T16:40Z [---] followers, [--] engagements "$NVO 1/ Ok I got to say this dump after bad earnings due to $HIMS releasing a scam pill is quite frankly retarded. I am buying again here but sizing this quite small at 2% of my PF. I also took it upon myself to TRULY understand $NVO's competitive position https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there" [X Link](https://x.com/flippyfloppy52/status/2019452122761167285) 2026-02-05T16:44Z [---] followers, [---] engagements "@Johnie36149708 Good question about liquidation mechanics. I think liquidation means orders get filled at market. If it's spot someone must be buying the BTC at the other side. If it's futures both sides are closed so money is transfered. The amount of stable coins does not change" [X Link](https://x.com/flippyfloppy52/status/2019478838141465076) 2026-02-05T18:30Z [---] followers, [--] engagements "I have no skin in the game but why is $TTWO down like this after solid earnings Lol sure AI blabla but how is this narrative so strong that it's obliterating price" [X Link](https://x.com/flippyfloppy52/status/2019480063381557378) 2026-02-05T18:35Z [---] followers, [---] engagements "@taobanker ALL YOU EVER HAD TO DO AS AN INVESTOR TO RETIRE AS A BILLIONAIRE WAS 3X LEVERAGE $WMT" [X Link](https://x.com/flippyfloppy52/status/2019482097329578222) 2026-02-05T18:43Z [---] followers, [--] engagements "$MSFT This market is just absolutely crazy. YES I said I am allocating 2% to $NVO. YES I think that $DSY is a great pick for what's to come in Europe. but $MSFT at these multiples naaa I'm not passing out on this one. Replacing both here to have 6% exposure to $MSFT" [X Link](https://x.com/flippyfloppy52/status/2019504891043987679) 2026-02-05T20:14Z [---] followers, [---] engagements "$PATH acquired WorkFusion because of their massive data base on anti-money laundering detection and KYC so that they can better automate these processes. The fact that $PATH a leader in process and workflow automation is acquiring this company amidst "AGI" is telling" [X Link](https://x.com/flippyfloppy52/status/2019763774643691631) 2026-02-06T13:23Z [---] followers, [---] engagements "@GreigJDuncan oh yes I love $DSY definitely. Also the reacceleration of medical trials due to a novelty of drugs from more rapid development phases. I just think $MSFT is too cheap here. Sure OAI might zero due to $GOOG sure they have CAPEX problems but I think I could catch both" [X Link](https://x.com/flippyfloppy52/status/2019785164482584853) 2026-02-06T14:48Z [---] followers, [--] engagements "1/ Corollary to the rise of LLMs: I now strongly believe that technologically more advanced extraterrestrials have not tried to make direct contact with us. If they had they would have injected their LLM capable of answering way more questions as a almighty god within us" [X Link](https://x.com/flippyfloppy52/status/2021102994968703333) 2026-02-10T06:04Z [---] followers, [--] engagements "I really took it upon myself to watch $PYPL earnings call and then they showed the slide on what they want to do to "revive" branded checkout. It then truly clicked in my brain that this product is so void of any potential for innovation no matter what they do it won't help" [X Link](https://x.com/flippyfloppy52/status/2021237889774837926) 2026-02-10T15:00Z [---] followers, [---] engagements "not saying $PYPL can't rerate higher. I am saying it just doesn't fit my investing style at all. I am so tempted by this [--] PE ratio but this is just a dinosaur now " [X Link](https://x.com/flippyfloppy52/status/2021238109870944575) 2026-02-10T15:01Z [---] followers, [--] engagements "I bought too early because the stock proceeded to drop another 20%. But it has now bounced back in less than a week and I am on paar again. $U's selloff was ridiculous. The CEO's tweet was pristine. However I still need to be more in control and maybe layer my buys. $U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U I bought. I wasn't sitting at my desk to realize that it had actually made a" [X Link](https://x.com/flippyfloppy52/status/2021255112635609244) 2026-02-10T16:09Z [---] followers, [---] engagements "$TMO 1/ I bought this at the lows last year and exited the stock around [--] months ago. It has now went back to attractive levels in my opinion as revenue is reaccelerating meaning I believe they will beta and raise sequentially. https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled by a blindspot to its role as a precise data driven and globally outsourced infrastructure layer for the future of medicine makes the stock very attractive at these levels. A thread 🧵 https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled" [X Link](https://x.com/flippyfloppy52/status/2021257926443147637) 2026-02-10T16:20Z [---] followers, [---] engagements "2/ the latest $TMO acquisition of Clario also fits their portfolio of products quite nicely as it unlocks the "one-stop" outsourcing of clinical development from inception to completion and data analysis. This is in my view a very strong driver especially since I think that" [X Link](https://x.com/flippyfloppy52/status/2021257928418664589) 2026-02-10T16:20Z [---] followers, [--] engagements "3/ the amount of trials will explode going forward as ML churns out many configurations of drugs that can be tested. $TMO is looking well ahead into the future. I start here at 2% of my portfolio" [X Link](https://x.com/flippyfloppy52/status/2021257930285129867) 2026-02-10T16:20Z [---] followers, [--] engagements "@midwit_capital $GTLB killer partnering with $GTLB to kill $GTLB from the inside out #notconspiracy #totallylogical #notconfirmationbias" [X Link](https://x.com/flippyfloppy52/status/2013622334771306556) 2026-01-20T14:39Z [---] followers, [---] engagements "$UBI who's following this shitco my knife catching senses are tingling" [X Link](https://x.com/flippyfloppy52/status/2014311825580474760) 2026-01-22T12:18Z [---] followers, [---] engagements "2/ basically AI in a predictable manner into enterprises. As I said before all the agentic exercises that we are seeing happening in our customers uncover more and more automation opportunities. Typically I can say they can come up with like [---] ideas that they call it agentic" [X Link](https://x.com/flippyfloppy52/status/2014658342715593211) 2026-01-23T11:15Z [---] followers, [--] engagements "3/ When we look deeply we discover that [--] of them are better suited for automation." Yes the CEO of $PATH who's bread and butter is task automations and orchestration and you really think AGI is just around the corner to kill SaaS Anon" [X Link](https://x.com/flippyfloppy52/status/2014658344976359907) 2026-01-23T11:15Z [---] followers, [---] engagements "@midwit_capital I like $TE because they are strategically well positioned as you said but I know that China has the upper hand in terms from technology (has a friend hat works at Trina Solar) so just to understand you view this as a play similar to that of $INTC but in the PV-modules sector" [X Link](https://x.com/flippyfloppy52/status/2015730370667270315) 2026-01-26T10:15Z [---] followers, [---] engagements "@midwit_capital I mean my problem here would really be margins. so how good of margins could they achieve in what is otherwise quite the commoditized product What do you think of $ENPH as a microinverter play instead the technology seems to be better defendable. Would love your thoughts" [X Link](https://x.com/flippyfloppy52/status/2015730747710030011) 2026-01-26T10:17Z [---] followers, [---] engagements "$SONY kind of interested in this stock as the multiples are somewhat contracting in what is a company that is part of all secular growth themes. Anyone has done any work on this would greatly appreciate a primer 3" [X Link](https://x.com/flippyfloppy52/status/2016085381070938527) 2026-01-27T09:46Z [---] followers, [---] engagements "@Johnie36149708 I'm getting hammered 🤣 I should replace my brain with a sponge" [X Link](https://x.com/flippyfloppy52/status/2016199320219849004) 2026-01-27T17:19Z [---] followers, [--] engagements "the US achieved banana republic status and by extension so did my portfolio. Thank you America" [X Link](https://x.com/flippyfloppy52/status/2016259566191726862) 2026-01-27T21:18Z [---] followers, [--] engagements "$DHL new AI customer support is literally the worst piece of shit that cannot help one bit (worse than the previous algorithms in some form) and you're here talkig about anons using Clawdbot to vibe-code full enterprise software suites ANON" [X Link](https://x.com/flippyfloppy52/status/2016476261028159804) 2026-01-28T11:39Z [---] followers, [--] engagements "1/ There's this shitco called $PYPL. I have quite the tough relationship with it. Every now amd then I look up the stock price it would be down. I then look at the PE and think to myself: "holy shit this is cheap"" [X Link](https://x.com/flippyfloppy52/status/2016565923319009334) 2026-01-28T17:35Z [---] followers, [---] engagements "2/ I buy $PYPL for around 3% of my PF really thinking am holding. But every single time it proceeds to go down another 1% before I find another stock that's even more interesting and just sell this POS. I'm getting this urge again now. Is it only me" [X Link](https://x.com/flippyfloppy52/status/2016565925038702717) 2026-01-28T17:35Z [---] followers, [---] engagements "@choubris @Investmentideen I don't think the fact that markets being inelastic is debatable at this point. Doesn't mean you have to momentum trade or that you should momentum trade. Not mutually exclusive" [X Link](https://x.com/flippyfloppy52/status/2016589008025833791) 2026-01-28T19:07Z [---] followers, [--] engagements "$SAP 1/ TL;DR Q4 results disapointed but a 19% selloff amid a robust cloud revenue backlog of 77B representing ca. 1/3 of post sell-off market cap looks quite overblown. Macro tailwinds (i.e. Merz's goal of driving digilization) and wide-moat makes [--] foward PE cheap a 🧵" [X Link](https://x.com/flippyfloppy52/status/2016889050930557096) 2026-01-29T14:59Z [---] followers, [---] engagements "2/ First it must be acknowledged that the current market reactions to anything remotely perceived as a slowdown is being heavily punished in the SaaS space. Momentum traders and algos pounce on these opportunities as investors (including myself) are on edge" [X Link](https://x.com/flippyfloppy52/status/2016889052738335021) 2026-01-29T14:59Z [---] followers, [--] engagements "3/ However it is always helpful to reexamine the thesis and retest/update on incoming information. I bought $SAP for the following reasons: 1- High-quality client data the true AI bottleneck 2- Macro tailwinds in EU 3- Merz's Davos speech about digitalization drive" [X Link](https://x.com/flippyfloppy52/status/2016889054495687123) 2026-01-29T14:59Z [---] followers, [---] engagements "9/ One could argue that $SAP was overvalued anyway and that the growth rate didn't justify the multiple. Sure but such future forecasts especially in times that are hard to predict geopolitically are useless until some true slowdown that is evident in numbers" [X Link](https://x.com/flippyfloppy52/status/2016889115606741218) 2026-01-29T15:00Z [---] followers, [---] engagements "10/ All SaaS selloff is driven by overpessimism and pounced on by momentum trading algorithms which create a negative price feedback loop. I refuse to take action here before there's something that convinces me but the market is already pricing these companies in anticipation" [X Link](https://x.com/flippyfloppy52/status/2016889117494087821) 2026-01-29T15:00Z [---] followers, [---] engagements "@obsidiancap1 @4drant I don't understand the selloff in $SAP either. Constant currency current backlog was fine And total backlog is huge Any insights" [X Link](https://x.com/flippyfloppy52/status/2016943081006735775) 2026-01-29T18:34Z [---] followers, [--] engagements "@Alpaca_Capital Wtf I just did the same exact thing xD" [X Link](https://x.com/flippyfloppy52/status/2016972553755963691) 2026-01-29T20:31Z [---] followers, [--] engagements "$BTC "Bitcoin Is Flashing Deep Value Signals Against Gold Says Strive CEO" These are the headlines in crypto folks. $BTC is now apparently a value play. Where are my value investors at to bid this shit Below is Strive price history by the way *ehm pump my bags CEO*" [X Link](https://x.com/flippyfloppy52/status/2017155250541547799) 2026-01-30T08:37Z [---] followers, [---] engagements "@taobanker Just wondering where the LLM is getting the next most probable token from LOL" [X Link](https://x.com/flippyfloppy52/status/2017177347179343950) 2026-01-30T10:05Z [---] followers, [--] engagements "@taobanker Reddit is it Reddit" [X Link](https://x.com/flippyfloppy52/status/2017177444344603009) 2026-01-30T10:05Z [---] followers, [--] engagements "So who will put the tinfoil hat on and tell me why Tencent $700 $TCEHY is dipping today wrong answers only" [X Link](https://x.com/flippyfloppy52/status/2017275236928934042) 2026-01-30T16:34Z [---] followers, [--] engagements "@k3ithmccullough $DECK seems to be working well" [X Link](https://x.com/flippyfloppy52/status/2017280248820240875) 2026-01-30T16:54Z [---] followers, [--] engagements "headline [--] days ago by Bloomberg 🤣🤣🤣 "Citi analyst sees silver at 150$" Yeah how else do you want to create as much buying demand at the top as possible to assure exit liquidity The ignorants that follow said "analysts" truly are foresaken http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry disrupted by AI. https://t.co/21QKD9gnXj http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry" [X Link](https://x.com/flippyfloppy52/status/2017304484691505244) 2026-01-30T18:30Z [---] followers, [---] engagements "$NBIX for my interest in osavampator a Ketamine like anti-depressant that has much more muted side effects than Ketamine (ehm yeah I know what Ketamine does to you LOL)" [X Link](https://x.com/flippyfloppy52/status/2006054843039842397) 2025-12-30T17:28Z [---] followers, [---] engagements "@taobanker A quick assessment: Can't say much about $medxf and $abcl these need a lot of reseach and deep understanding. $elmd from the numbers clearly growing so that would catch my attention. The need for Smartvest needs a mich deeper dive" [X Link](https://x.com/flippyfloppy52/status/1928888853437321596) 2025-05-31T18:58Z [---] followers, [---] engagements "@evfcfaddict Any reason why $TMV.DE is so hated in your opinion then why would the market punish it like this" [X Link](https://x.com/flippyfloppy52/status/1984274834097111407) 2025-10-31T15:02Z [---] followers, [---] engagements "The last [--] weeks have been rough. $KTN dropped 15% last week. $EKT still bleeding after project delays and $FMC shit the bed with their earnings. Today is the icing on the cake with $GLTB and $PATH taking quite the dump. Not entirely sure why. $NVO $ORSTED $KTN earnings 2mrw" [X Link](https://x.com/flippyfloppy52/status/1985799322147909750) 2025-11-04T20:00Z [---] followers, [---] engagements "$ORSTED ripping the last [--] weeks. I had reduced quite some in the past [--] weeks because I thought that I am already well exposed to renewables through $ALB and $EKT and had pivoted some of the proceeds to $UNH because I think the narrative is overblown" [X Link](https://x.com/flippyfloppy52/status/1991464467138507115) 2025-11-20T11:11Z [---] followers, [---] engagements "$FMC was one of the most unexpected worst performers of Q4. I managed to exit after market after Q3 earnings after a 15% after market dump only for it to crater much much further. I got lucky to exit with a much smaller loss but I am still surprised I didn't see this coming" [X Link](https://x.com/flippyfloppy52/status/2006054839654944878) 2025-12-30T17:28Z [---] followers, [---] engagements "I have started a position in Dassault Systmes $4DSY Several reasons: 1- industrial reacceleration in DE aided by the urgency to rearm benefitting all of Europe 2- Medidata seems to be hitting a trough along with Biotech trials 3- Actual beneficiary of AI given propertiary data" [X Link](https://x.com/flippyfloppy52/status/2008946862011670795) 2026-01-07T17:00Z [---] followers, [--] engagements "@taobanker The problem with all of staples are private brands. would rather long $KR than anything staples. GLP-1 will keep killing anything processed food also" [X Link](https://x.com/flippyfloppy52/status/2008947456722272461) 2026-01-07T17:02Z [---] followers, [---] engagements "$GTLB $PATH $ADBE $SAP Dassault Systeme I see AGI is solving all SaaS again. Time to buy more" [X Link](https://x.com/flippyfloppy52/status/2011128457187537144) 2026-01-13T17:29Z [---] followers, [---] engagements "Especially Dassault Systemes will get vibe coded that's for sure" [X Link](https://x.com/flippyfloppy52/status/2011128771005559010) 2026-01-13T17:30Z [---] followers, [--] engagements "$BNTX moving 7% higher on low volume after another drug BNT113 got fast tracked by the FDA. I think this ship will start to sail folks. I have accumulated as much as my psychology could handle. Not going to sell a bit and frankly just thinking about where I could add" [X Link](https://x.com/flippyfloppy52/status/2014011469281583348) 2026-01-21T16:25Z [---] followers, [---] engagements "$ADBE I've been saying this for more than a year now Professionals and artists have a VISION in their mind and they need CONTROL over the layers to bring that into life. People are starting to catch up. The problem with seeing things miles away is to buy too early like a retard The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky https://t.co/QQAujcYpBS The main reason why AI models CANT" [X Link](https://x.com/flippyfloppy52/status/2015468323568279848) 2026-01-25T16:54Z [---] followers, [----] engagements "5/ In regards to point [--] I am convinced that NO ONE knows what will truly happen. Some pieces of information are out there but there hasn't been any true sign of a slowdown in SaaS results across the board. Nevertheless companies are getting punished hard" [X Link](https://x.com/flippyfloppy52/status/2016889108312809548) 2026-01-29T15:00Z [---] followers, [--] engagements "Anyone noticed that $SNPS topped out when $ARK invested in it what kind of witchery is this" [X Link](https://x.com/flippyfloppy52/status/2017274623105073203) 2026-01-30T16:32Z [---] followers, [---] engagements "@Resypto @toiletkingcap You can prove this by taking binoculars and watching a ship come from the horizon. It literally emerges from water. It would have to have been submerged if the earth were flat" [X Link](https://x.com/flippyfloppy52/status/2017940806468853952) 2026-02-01T12:39Z [---] followers, [--] engagements "$U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this" [X Link](https://x.com/flippyfloppy52/status/2018323344055992789) 2026-02-02T13:59Z [---] followers, [---] engagements "$U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this. $U Im quite pissed that I didnt buy this selloff on $U because of" [X Link](https://x.com/flippyfloppy52/status/2018336229834526942) 2026-02-02T14:50Z [---] followers, [---] engagements "3/ don't get me wrong by repricing higher I don't mean that $PYPL will explode higher and trend towards ATH. No I mean reprice higher maybe like [--] forward PE or something. I would expect this even if they guide for 4% revenue growth. So 30% upside is very realistic" [X Link](https://x.com/flippyfloppy52/status/2018585420825592108) 2026-02-03T07:20Z [---] followers, [---] engagements "@taobanker so I dug deeper into this and there is another player with a very good technology that might be entering the scene. Nyxoah SA $NYXH. They don't have FDA approval yet but they expect it to happen in Q2 [----]. This would mean competition for $insp" [X Link](https://x.com/flippyfloppy52/status/1929479752030585260) 2025-06-02T10:06Z [---] followers, [---] engagements "Q3 position changes and lessons learnt. got very lucky this quarter picking up $ASML and $BABA near the bottoms. Those two along with Tencent and $KTN have saved my performance. My biggest realized loss came from $LULU $ORSTED crashed and $BNTX/ $ADBE disapointed" [X Link](https://x.com/flippyfloppy52/status/1973114724016615500) 2025-09-30T19:56Z [---] followers, [---] engagements "Q3 start approx: 13% $BNTX 10% Tencent 10% $KTN 9% $ADBE 9% $GOOG 7% $TMO 6.5% $ORSTED 6.5% $BAVA 5.2% $UNH 5% $LULU 5% $PATH 4% $EKT 4% All for One 3.3% $ALB 2.2% $MRNA 1% $SDGR dropped $LULU post-earnings and sold $GOOG at previous ATH reduced $ORSTED sequentially during Q3" [X Link](https://x.com/flippyfloppy52/status/1973114725920809131) 2025-09-30T19:56Z [---] followers, [---] engagements "Q3 Exit: 11.2% $BNTX 7.8% $KTN 7.8% $ADBE 7.4% Tencent 7.2% $PATH 5.8% $ASML 5.4% $BABA 5.4% $NOVO 5.2% $GTLB 5% $UNH 4.8% $ORSTED 4.7% $TMO 4.6% $LMT (ty @taobanker) 4.3% $EKT 3.8% $ALB 2.8% $A1OS 2.7% $FMC 2.5% $BAVA 1.7% $MRNA YTD 32.5% (white) in $ despite $BNTX and $ADBE" [X Link](https://x.com/flippyfloppy52/status/1973116112561906053) 2025-09-30T20:01Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@flippyfloppy52 Dr. Philosovestor
Dr. Philosovestor posts on X about $path, $sap, sap, $adbe the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -11%
- [--] Month [------] +246%
- [--] Months [-------] +464%
- [--] Year [-------] +813%
Mentions: [--] #
- [--] Week [--] -40%
- [--] Month [---] +130%
- [--] Months [---] +357%
- [--] Year [---] +945%
Followers: [---] #
- [--] Week [---] +0.94%
- [--] Month [---] +9.70%
- [--] Months [---] +224%
- [--] Year [---] +386%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 67% technology brands 36% finance 16% cryptocurrencies 13% fashion brands 4% countries 3% social networks 1%
Social topic influence $path #154, $sap #31, sap #469, $adbe #231, $gtlb #41, $pypl 11%, ai 10%, $bntx 10%, $nvo 7%, $fmc #7
Top accounts mentioned or mentioned by @taobanker @johnie36149708 @carnicontrarian @midwitcapital @greigjduncan @gesichtseintopf @elpatrongaton @goodalexander @bioinvestor24 @choubris @investmentideen @obsidiancap1 @4drant @alpacacapital @k3ithmccullough @evfcfaddict @scottbelsky @resypto @toiletkingcap
Top assets mentioned UiPath, Inc. (PATH) SAP SE (SAP) Adobe, Inc. (ADBE) GitLab Inc. (GTLB) PayPal Holdings Inc (PYPL) Novo-Nordisk (NVO) FAME AI (FMC) Unity Software Inc. (U) Synopsys, Inc. (SNPS) Kattana (KTN) Thermo Fisher Scientific Inc. (TMO) Neurocrine Biosciences, Inc. (NBIX) Lululemon Athletica Inc (LULU) Moderna Inc (MRNA) Builders FirstSource, Inc. (BLDR) QUALCOMM, Inc. (QCOM) Alien Base (ALB) UnitedHealth Group (UNH) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Alibaba Group (BABA) Summit Therapeutics Inc. Common Stock (SMMT) Hims & Hers Health, Inc. (HIMS) Take-Two Interactive Software, Inc. (TTWO) Walmart, Inc. (WMT)
Top Social Posts
Top posts by engagements in the last [--] hours
"As for new adds: $SAP for reacceleration in Germany due to government stimulus and digitilization efforts. $BAVA after the failed PE bid making this one of my best trades of the year (I offloaded my whole position at the offer price) $SNPS for a proxy AI play + Ansys growth"
X Link 2025-12-30T17:28Z [---] followers, [---] engagements
"$NBIX I'm a simple man. I snort Ketamine to make myself feel good. I see a company advancing a drug that has Ketamine like effects but much milder side effects I buy"
X Link 2026-01-02T16:34Z [---] followers, [---] engagements
"Although $ADBE is certainly not dying and all short mofos who actually think AI without a control layer will replace creative cloud will get fucked I decided that Ketamine is even more important than this contrarian trade. Increasing $NBIX reducing $ADBE"
X Link 2026-01-07T19:46Z [---] followers, [---] engagements
"@Johnie36149708 @gesichtseintopf don't forget the Ketamine stock $NBIX Follow me for more financial advice @flippyfloppy52"
X Link 2026-01-21T18:58Z [---] followers, [--] engagements
"@CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC"
X Link 2026-01-25T10:12Z [---] followers, [----] engagements
"$FMC What a disaster honestly. I think I have to dive back into this to be honest just to understand if there is any life in this. I had already posted as to why on a pitch to the stock by @ElPatronGaton. It's not an easy situation. But given it's fallen this much must reassess @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus"
X Link 2026-02-05T16:48Z [---] followers, [---] engagements
"Let's linearly fit a cloud scatter of points and pretend it has any statistical significance where the whole linear trend is dictated by a single outlier on the far top right. OK bro Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e"
X Link 2026-02-08T08:28Z [---] followers, [---] engagements
"$LULU everytime I look at this stock. I just have this itch to buy because it looks so "cheap". I then have to remind myself that I'm an absolute donkey when it comes to understanding fashion trends and their implications. So I stay out"
X Link 2026-02-10T14:55Z [---] followers, [---] engagements
"added some more $GTLB on the drop at opening today. It now makes up 10% of my PF. I won't add more here to be honest. Although I am 95% sure this rerates higher I don't want to risk more on the 5% case it won't. Ofc it's a dynamic situation adjust based on incoming info"
X Link 2026-02-10T15:03Z [---] followers, [---] engagements
"$BNTX I mean this stock is so off the radar that two huge news: 1- Orphan designation for BNT316 2- Fast track for BNT113 are not even reported on Trading View. How criminal is this should I just sell my entire PF and yolo 100% this xD"
X Link 2026-01-21T16:32Z [---] followers, [---] engagements
"$MRNA rallying on MRNA vaccine intismeran autogene showing promising results in Melanoma. Well guess who's also developing MRNA cancer vaccines that might show similar levels of efficacy $BNTX of course BNT122 anyone once the mechanism is validated it's only an execution race"
X Link 2026-01-21T18:54Z [---] followers, [---] engagements
"$BNTX $NVO Finance graduate: 1- Thinks basic statistics makes him sophisticated 2- Newtons second law of motion whats that 3- Never understood the difference between a proton & an electron 4- Doesnt understand how a water boiler functions 5- Never seen a cell under a microscope"
X Link 2026-01-22T15:17Z [---] followers, [---] engagements
"$GTLB I've taken the opportunity of the january plunge to increase my holdings. This is now my second biggest position behind $BNTX making up 9.4% of my PF. I have decided to put this above $PATH as I view the business case as stronger although I like $PATH Daniel Dines better"
X Link 2026-01-23T11:09Z [---] followers, [---] engagements
"$ADBE Although I'm like 80% sure that $ADBE will rerate higher my PF is already 1/3 exposed to the SaaS factor that's moving in tandem. I don't want to be factor dependent and I think $GTLB and $PATH have way more upside. That's why I reduced $ADBE considerably"
X Link 2026-01-25T16:56Z [---] followers, [---] engagements
"@CarniContrarian I understand. I just wanted to put the information that I have out there. I did a lot of research on $FMC and it's not an easy situation. They also have environmental commitments for discontinued operations which is a drag on cash flow"
X Link 2026-01-25T17:04Z [---] followers, [---] engagements
"Olivier shilling my bags $KTN hihihihi $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically"
X Link 2026-01-25T17:23Z [---] followers, [---] engagements
"$PATH $GTLB $SAP $4DSY $ADBE Everyone on here was saying SaaS will paamp on Monday. OK bro sure am very happy that it's happening. But can someone explain to me why What happened on Friday"
X Link 2026-01-26T15:21Z [---] followers, [---] engagements
"6/ However in terms of coding $SAP CEP did say something interesting on call that pertains to $GTLB: "The LLMs can take over coding of software for sure. I mean because this is unstructured information code. They understand the patterns how our developers code in the past""
X Link 2026-01-29T15:00Z [---] followers, [---] engagements
"$GTLB $PATH $ADBE $SAP For all the SaaS SBC GAAP non-GAAP monkeys out there What matters is CASH PER SHARE. SBC increases claim on CASH while providing a more robust BALANCE SHEET (i.e. RAISING EQUITY) PER SHARE is the most important word TY FOR YOUR ATTENTION TO THIS MATTER"
X Link 2026-02-01T12:13Z [---] followers, [---] engagements
"$BNTX Stock gets a downgrade today from Daina Graybosch from Leerink Partners xD So the downgrade is only because $BNTX rallied the last two weeks the price target wasn't changed. The fact that so much happened since then went under this "PhD" 's radar. Blind. I'll buy more"
X Link 2026-02-02T13:53Z [---] followers, [---] engagements
"Perhaps very bullish news for $BNTX was the acceptance of the BLA filing of $SMMT for the bi-specific PD-1/VEGF for EGFRm NSCLC Post-TKI Therapy. $BNTX will be able to take more informed decisions on the similar bi-specific AND they have experience in large scale manufacturing"
X Link 2026-02-02T13:57Z [---] followers, [---] engagements
"2/ If this is the mentality of the average $PYPL investor in terms of expectations of what the company has to deliver when priced at 11% TTM FCF yield then I'm really not sure why anyone would ever be a value investor. I would say the bar is WAY lower for this to reprice higher"
X Link 2026-02-03T07:20Z [---] followers, [---] engagements
"@taobanker Was always a shitco. I also took the mean reversion jab and failed. Painpal"
X Link 2026-02-03T13:03Z [---] followers, [--] engagements
"$PYPL TL;DR: looking at this situation from a sober perspective all the signs for a turnaround failure were there prior to the Q4FY2025 earnings report. I tried to take a jab on the long side and failed (closed asap after earnings) but was always sceptical long term. A 🧵"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements
"1/ that PayPal has been very cautious about 2025Q4 results through management team disclosures for a while now. In fact they have been blaming macro pressures on their inability to reaccelerate the business. I have to admit $PYPL is quite the case study for a business "
X Link 2026-02-03T13:43Z [---] followers, [---] engagements
"2/ that has not been performing well under the hood but still kept a faade towards the outside so as to not panic the market. Now that it has reached an unbearable point the mask has fallen off and the severity of $PYPL's situation has come to light"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements
"6/ 5- The company recently filing for a bank license signaling that their growth plans are faltering as they try to pivot in a new direction 6- The lack of coupons since the start of the year in the German app signaling that they had conceded that the strategy has failed"
X Link 2026-02-03T13:43Z [---] followers, [--] engagements
"7/ All in all it doesn't surprise me that $PYPL missed earnings the CEO has been fired and the decel outlook. Digital payment and digital transactions have been commoditized to the benefit of the average consumer by the way. Huge win for society big loss for $PYPL"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements
"$GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"
X Link 2026-02-03T15:54Z [---] followers, [----] engagements
"1/ $NVO I was too busy crying about my SaaS PF getting destroyed that I forgot to explain why I cut $NVO before earnings. So the reason quite frankly is simple. I looked up what analyst concensus was in terms of sales contraction for FY2026 https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"
X Link 2026-02-04T10:32Z [---] followers, [---] engagements
"2/ and just found that a mid single digit contraction was way too optimistic given the recent dynamics. First $NVO had cut pricing in the US due to the deal with Trump putting much more pressure on already falling Ozempic and Wegovy sales"
X Link 2026-02-04T10:32Z [---] followers, [---] engagements
"@Johnie36149708 @goodalexander Haven't received the fatwa from my sheikh yet. Reference"
X Link 2026-02-04T17:48Z [---] followers, [--] engagements
"@bioinvestor24 Would this apply (side effects and ramp up) to both sc. and oral Amycretin or only sc"
X Link 2026-02-04T21:01Z [---] followers, [--] engagements
"$PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer"
X Link 2026-02-05T16:32Z [---] followers, [---] engagements
"$PYPL omg is this stock really trading at a TTM PE of [--] now @taobanker when are you acquiring the company $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer"
X Link 2026-02-05T16:35Z [---] followers, [---] engagements
"$QCOM 1/ Ok this is ridiculous now. I bought in the premarket after it was 13% down. VERY clear path towards renewed growth. Handset revenue only temporary because RAM will become cheap again. Never has a shortage not translated into a glut"
X Link 2026-02-05T16:40Z [---] followers, [--] engagements
"2/ Automotive revenue of $QCOM is exploding they are working on chips specialized for sensor use (i.e. robots). They are working on the next wearable chips (glasses etc.). The world needs even higher bandwidth connectivity with all the data being stored"
X Link 2026-02-05T16:40Z [---] followers, [--] engagements
"3/ $QCOM also going into data centers with an inference optimized chip and are also expanding the CPU offerings. While I am not a fan of the data center play anymore you get this upside basically for free. The other factors are enough for a serious repricing"
X Link 2026-02-05T16:40Z [---] followers, [--] engagements
"$NVO 1/ Ok I got to say this dump after bad earnings due to $HIMS releasing a scam pill is quite frankly retarded. I am buying again here but sizing this quite small at 2% of my PF. I also took it upon myself to TRULY understand $NVO's competitive position https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"
X Link 2026-02-05T16:44Z [---] followers, [---] engagements
"@Johnie36149708 Good question about liquidation mechanics. I think liquidation means orders get filled at market. If it's spot someone must be buying the BTC at the other side. If it's futures both sides are closed so money is transfered. The amount of stable coins does not change"
X Link 2026-02-05T18:30Z [---] followers, [--] engagements
"I have no skin in the game but why is $TTWO down like this after solid earnings Lol sure AI blabla but how is this narrative so strong that it's obliterating price"
X Link 2026-02-05T18:35Z [---] followers, [---] engagements
"@taobanker ALL YOU EVER HAD TO DO AS AN INVESTOR TO RETIRE AS A BILLIONAIRE WAS 3X LEVERAGE $WMT"
X Link 2026-02-05T18:43Z [---] followers, [--] engagements
"$MSFT This market is just absolutely crazy. YES I said I am allocating 2% to $NVO. YES I think that $DSY is a great pick for what's to come in Europe. but $MSFT at these multiples naaa I'm not passing out on this one. Replacing both here to have 6% exposure to $MSFT"
X Link 2026-02-05T20:14Z [---] followers, [---] engagements
"$PATH acquired WorkFusion because of their massive data base on anti-money laundering detection and KYC so that they can better automate these processes. The fact that $PATH a leader in process and workflow automation is acquiring this company amidst "AGI" is telling"
X Link 2026-02-06T13:23Z [---] followers, [---] engagements
"@GreigJDuncan oh yes I love $DSY definitely. Also the reacceleration of medical trials due to a novelty of drugs from more rapid development phases. I just think $MSFT is too cheap here. Sure OAI might zero due to $GOOG sure they have CAPEX problems but I think I could catch both"
X Link 2026-02-06T14:48Z [---] followers, [--] engagements
"1/ Corollary to the rise of LLMs: I now strongly believe that technologically more advanced extraterrestrials have not tried to make direct contact with us. If they had they would have injected their LLM capable of answering way more questions as a almighty god within us"
X Link 2026-02-10T06:04Z [---] followers, [--] engagements
"I really took it upon myself to watch $PYPL earnings call and then they showed the slide on what they want to do to "revive" branded checkout. It then truly clicked in my brain that this product is so void of any potential for innovation no matter what they do it won't help"
X Link 2026-02-10T15:00Z [---] followers, [---] engagements
"not saying $PYPL can't rerate higher. I am saying it just doesn't fit my investing style at all. I am so tempted by this [--] PE ratio but this is just a dinosaur now "
X Link 2026-02-10T15:01Z [---] followers, [--] engagements
"I bought too early because the stock proceeded to drop another 20%. But it has now bounced back in less than a week and I am on paar again. $U's selloff was ridiculous. The CEO's tweet was pristine. However I still need to be more in control and maybe layer my buys. $U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U I bought. I wasn't sitting at my desk to realize that it had actually made a"
X Link 2026-02-10T16:09Z [---] followers, [---] engagements
"$TMO 1/ I bought this at the lows last year and exited the stock around [--] months ago. It has now went back to attractive levels in my opinion as revenue is reaccelerating meaning I believe they will beta and raise sequentially. https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled by a blindspot to its role as a precise data driven and globally outsourced infrastructure layer for the future of medicine makes the stock very attractive at these levels. A thread 🧵 https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled"
X Link 2026-02-10T16:20Z [---] followers, [---] engagements
"2/ the latest $TMO acquisition of Clario also fits their portfolio of products quite nicely as it unlocks the "one-stop" outsourcing of clinical development from inception to completion and data analysis. This is in my view a very strong driver especially since I think that"
X Link 2026-02-10T16:20Z [---] followers, [--] engagements
"3/ the amount of trials will explode going forward as ML churns out many configurations of drugs that can be tested. $TMO is looking well ahead into the future. I start here at 2% of my portfolio"
X Link 2026-02-10T16:20Z [---] followers, [--] engagements
"@midwit_capital $GTLB killer partnering with $GTLB to kill $GTLB from the inside out #notconspiracy #totallylogical #notconfirmationbias"
X Link 2026-01-20T14:39Z [---] followers, [---] engagements
"$UBI who's following this shitco my knife catching senses are tingling"
X Link 2026-01-22T12:18Z [---] followers, [---] engagements
"2/ basically AI in a predictable manner into enterprises. As I said before all the agentic exercises that we are seeing happening in our customers uncover more and more automation opportunities. Typically I can say they can come up with like [---] ideas that they call it agentic"
X Link 2026-01-23T11:15Z [---] followers, [--] engagements
"3/ When we look deeply we discover that [--] of them are better suited for automation." Yes the CEO of $PATH who's bread and butter is task automations and orchestration and you really think AGI is just around the corner to kill SaaS Anon"
X Link 2026-01-23T11:15Z [---] followers, [---] engagements
"@midwit_capital I like $TE because they are strategically well positioned as you said but I know that China has the upper hand in terms from technology (has a friend hat works at Trina Solar) so just to understand you view this as a play similar to that of $INTC but in the PV-modules sector"
X Link 2026-01-26T10:15Z [---] followers, [---] engagements
"@midwit_capital I mean my problem here would really be margins. so how good of margins could they achieve in what is otherwise quite the commoditized product What do you think of $ENPH as a microinverter play instead the technology seems to be better defendable. Would love your thoughts"
X Link 2026-01-26T10:17Z [---] followers, [---] engagements
"$SONY kind of interested in this stock as the multiples are somewhat contracting in what is a company that is part of all secular growth themes. Anyone has done any work on this would greatly appreciate a primer 3"
X Link 2026-01-27T09:46Z [---] followers, [---] engagements
"@Johnie36149708 I'm getting hammered 🤣 I should replace my brain with a sponge"
X Link 2026-01-27T17:19Z [---] followers, [--] engagements
"the US achieved banana republic status and by extension so did my portfolio. Thank you America"
X Link 2026-01-27T21:18Z [---] followers, [--] engagements
"$DHL new AI customer support is literally the worst piece of shit that cannot help one bit (worse than the previous algorithms in some form) and you're here talkig about anons using Clawdbot to vibe-code full enterprise software suites ANON"
X Link 2026-01-28T11:39Z [---] followers, [--] engagements
"1/ There's this shitco called $PYPL. I have quite the tough relationship with it. Every now amd then I look up the stock price it would be down. I then look at the PE and think to myself: "holy shit this is cheap""
X Link 2026-01-28T17:35Z [---] followers, [---] engagements
"2/ I buy $PYPL for around 3% of my PF really thinking am holding. But every single time it proceeds to go down another 1% before I find another stock that's even more interesting and just sell this POS. I'm getting this urge again now. Is it only me"
X Link 2026-01-28T17:35Z [---] followers, [---] engagements
"@choubris @Investmentideen I don't think the fact that markets being inelastic is debatable at this point. Doesn't mean you have to momentum trade or that you should momentum trade. Not mutually exclusive"
X Link 2026-01-28T19:07Z [---] followers, [--] engagements
"$SAP 1/ TL;DR Q4 results disapointed but a 19% selloff amid a robust cloud revenue backlog of 77B representing ca. 1/3 of post sell-off market cap looks quite overblown. Macro tailwinds (i.e. Merz's goal of driving digilization) and wide-moat makes [--] foward PE cheap a 🧵"
X Link 2026-01-29T14:59Z [---] followers, [---] engagements
"2/ First it must be acknowledged that the current market reactions to anything remotely perceived as a slowdown is being heavily punished in the SaaS space. Momentum traders and algos pounce on these opportunities as investors (including myself) are on edge"
X Link 2026-01-29T14:59Z [---] followers, [--] engagements
"3/ However it is always helpful to reexamine the thesis and retest/update on incoming information. I bought $SAP for the following reasons: 1- High-quality client data the true AI bottleneck 2- Macro tailwinds in EU 3- Merz's Davos speech about digitalization drive"
X Link 2026-01-29T14:59Z [---] followers, [---] engagements
"9/ One could argue that $SAP was overvalued anyway and that the growth rate didn't justify the multiple. Sure but such future forecasts especially in times that are hard to predict geopolitically are useless until some true slowdown that is evident in numbers"
X Link 2026-01-29T15:00Z [---] followers, [---] engagements
"10/ All SaaS selloff is driven by overpessimism and pounced on by momentum trading algorithms which create a negative price feedback loop. I refuse to take action here before there's something that convinces me but the market is already pricing these companies in anticipation"
X Link 2026-01-29T15:00Z [---] followers, [---] engagements
"@obsidiancap1 @4drant I don't understand the selloff in $SAP either. Constant currency current backlog was fine And total backlog is huge Any insights"
X Link 2026-01-29T18:34Z [---] followers, [--] engagements
"@Alpaca_Capital Wtf I just did the same exact thing xD"
X Link 2026-01-29T20:31Z [---] followers, [--] engagements
"$BTC "Bitcoin Is Flashing Deep Value Signals Against Gold Says Strive CEO" These are the headlines in crypto folks. $BTC is now apparently a value play. Where are my value investors at to bid this shit Below is Strive price history by the way ehm pump my bags CEO"
X Link 2026-01-30T08:37Z [---] followers, [---] engagements
"@taobanker Just wondering where the LLM is getting the next most probable token from LOL"
X Link 2026-01-30T10:05Z [---] followers, [--] engagements
"@taobanker Reddit is it Reddit"
X Link 2026-01-30T10:05Z [---] followers, [--] engagements
"So who will put the tinfoil hat on and tell me why Tencent $700 $TCEHY is dipping today wrong answers only"
X Link 2026-01-30T16:34Z [---] followers, [--] engagements
"@k3ithmccullough $DECK seems to be working well"
X Link 2026-01-30T16:54Z [---] followers, [--] engagements
"headline [--] days ago by Bloomberg 🤣🤣🤣 "Citi analyst sees silver at 150$" Yeah how else do you want to create as much buying demand at the top as possible to assure exit liquidity The ignorants that follow said "analysts" truly are foresaken http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry disrupted by AI. https://t.co/21QKD9gnXj http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry"
X Link 2026-01-30T18:30Z [---] followers, [---] engagements
"$NBIX for my interest in osavampator a Ketamine like anti-depressant that has much more muted side effects than Ketamine (ehm yeah I know what Ketamine does to you LOL)"
X Link 2025-12-30T17:28Z [---] followers, [---] engagements
"@taobanker A quick assessment: Can't say much about $medxf and $abcl these need a lot of reseach and deep understanding. $elmd from the numbers clearly growing so that would catch my attention. The need for Smartvest needs a mich deeper dive"
X Link 2025-05-31T18:58Z [---] followers, [---] engagements
"@evfcfaddict Any reason why $TMV.DE is so hated in your opinion then why would the market punish it like this"
X Link 2025-10-31T15:02Z [---] followers, [---] engagements
"The last [--] weeks have been rough. $KTN dropped 15% last week. $EKT still bleeding after project delays and $FMC shit the bed with their earnings. Today is the icing on the cake with $GLTB and $PATH taking quite the dump. Not entirely sure why. $NVO $ORSTED $KTN earnings 2mrw"
X Link 2025-11-04T20:00Z [---] followers, [---] engagements
"$ORSTED ripping the last [--] weeks. I had reduced quite some in the past [--] weeks because I thought that I am already well exposed to renewables through $ALB and $EKT and had pivoted some of the proceeds to $UNH because I think the narrative is overblown"
X Link 2025-11-20T11:11Z [---] followers, [---] engagements
"$FMC was one of the most unexpected worst performers of Q4. I managed to exit after market after Q3 earnings after a 15% after market dump only for it to crater much much further. I got lucky to exit with a much smaller loss but I am still surprised I didn't see this coming"
X Link 2025-12-30T17:28Z [---] followers, [---] engagements
"I have started a position in Dassault Systmes $4DSY Several reasons: 1- industrial reacceleration in DE aided by the urgency to rearm benefitting all of Europe 2- Medidata seems to be hitting a trough along with Biotech trials 3- Actual beneficiary of AI given propertiary data"
X Link 2026-01-07T17:00Z [---] followers, [--] engagements
"@taobanker The problem with all of staples are private brands. would rather long $KR than anything staples. GLP-1 will keep killing anything processed food also"
X Link 2026-01-07T17:02Z [---] followers, [---] engagements
"$GTLB $PATH $ADBE $SAP Dassault Systeme I see AGI is solving all SaaS again. Time to buy more"
X Link 2026-01-13T17:29Z [---] followers, [---] engagements
"Especially Dassault Systemes will get vibe coded that's for sure"
X Link 2026-01-13T17:30Z [---] followers, [--] engagements
"$BNTX moving 7% higher on low volume after another drug BNT113 got fast tracked by the FDA. I think this ship will start to sail folks. I have accumulated as much as my psychology could handle. Not going to sell a bit and frankly just thinking about where I could add"
X Link 2026-01-21T16:25Z [---] followers, [---] engagements
"$ADBE I've been saying this for more than a year now Professionals and artists have a VISION in their mind and they need CONTROL over the layers to bring that into life. People are starting to catch up. The problem with seeing things miles away is to buy too early like a retard The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky https://t.co/QQAujcYpBS The main reason why AI models CANT"
X Link 2026-01-25T16:54Z [---] followers, [----] engagements
"5/ In regards to point [--] I am convinced that NO ONE knows what will truly happen. Some pieces of information are out there but there hasn't been any true sign of a slowdown in SaaS results across the board. Nevertheless companies are getting punished hard"
X Link 2026-01-29T15:00Z [---] followers, [--] engagements
"Anyone noticed that $SNPS topped out when $ARK invested in it what kind of witchery is this"
X Link 2026-01-30T16:32Z [---] followers, [---] engagements
"@Resypto @toiletkingcap You can prove this by taking binoculars and watching a ship come from the horizon. It literally emerges from water. It would have to have been submerged if the earth were flat"
X Link 2026-02-01T12:39Z [---] followers, [--] engagements
"$U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this"
X Link 2026-02-02T13:59Z [---] followers, [---] engagements
"$U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this. $U Im quite pissed that I didnt buy this selloff on $U because of"
X Link 2026-02-02T14:50Z [---] followers, [---] engagements
"3/ don't get me wrong by repricing higher I don't mean that $PYPL will explode higher and trend towards ATH. No I mean reprice higher maybe like [--] forward PE or something. I would expect this even if they guide for 4% revenue growth. So 30% upside is very realistic"
X Link 2026-02-03T07:20Z [---] followers, [---] engagements
"@taobanker so I dug deeper into this and there is another player with a very good technology that might be entering the scene. Nyxoah SA $NYXH. They don't have FDA approval yet but they expect it to happen in Q2 [----]. This would mean competition for $insp"
X Link 2025-06-02T10:06Z [---] followers, [---] engagements
"Q3 position changes and lessons learnt. got very lucky this quarter picking up $ASML and $BABA near the bottoms. Those two along with Tencent and $KTN have saved my performance. My biggest realized loss came from $LULU $ORSTED crashed and $BNTX/ $ADBE disapointed"
X Link 2025-09-30T19:56Z [---] followers, [---] engagements
"Q3 start approx: 13% $BNTX 10% Tencent 10% $KTN 9% $ADBE 9% $GOOG 7% $TMO 6.5% $ORSTED 6.5% $BAVA 5.2% $UNH 5% $LULU 5% $PATH 4% $EKT 4% All for One 3.3% $ALB 2.2% $MRNA 1% $SDGR dropped $LULU post-earnings and sold $GOOG at previous ATH reduced $ORSTED sequentially during Q3"
X Link 2025-09-30T19:56Z [---] followers, [---] engagements
"Q3 Exit: 11.2% $BNTX 7.8% $KTN 7.8% $ADBE 7.4% Tencent 7.2% $PATH 5.8% $ASML 5.4% $BABA 5.4% $NOVO 5.2% $GTLB 5% $UNH 4.8% $ORSTED 4.7% $TMO 4.6% $LMT (ty @taobanker) 4.3% $EKT 3.8% $ALB 2.8% $A1OS 2.7% $FMC 2.5% $BAVA 1.7% $MRNA YTD 32.5% (white) in $ despite $BNTX and $ADBE"
X Link 2025-09-30T20:01Z [---] followers, [----] engagements
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