# ![@icg_mode Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1438511800027213831.png) @icg_mode incognito mode

incognito mode posts on X about in the, business, $net, up to the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1438511800027213831/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438511800027213831/c:line/m:interactions.svg)

- [--] Week [---------] +36,564%
- [--] Month [---------] +25,591%
- [--] Months [---------] +44,447%
- [--] Year [---------] +68,297%

### Mentions: [--] [#](/creator/twitter::1438511800027213831/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438511800027213831/c:line/m:posts_active.svg)

- [--] Week [--] -45%
- [--] Month [--] +96%
- [--] Months [---] +829%
- [--] Year [---] +1,086%

### Followers: [---] [#](/creator/twitter::1438511800027213831/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438511800027213831/c:line/m:followers.svg)

- [--] Week [---] +6.40%
- [--] Month [---] +31%
- [--] Months [---] +186%
- [--] Year [---] +480%

### CreatorRank: [-------] [#](/creator/twitter::1438511800027213831/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1438511800027213831/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  51% [finance](/list/finance)  22% [technology brands](/list/technology-brands)  11% [cryptocurrencies](/list/cryptocurrencies)  4% [currencies](/list/currencies)  2% [social networks](/list/social-networks)  1% [celebrities](/list/celebrities)  1% [exchanges](/list/exchanges)  1% [financial services](/list/financial-services)  1% [countries](/list/countries)  1%

**Social topic influence**
[in the](/topic/in-the) 12%, [business](/topic/business) 8%, [$net](/topic/$net) #35, [up to](/topic/up-to) 6%, [$fsly](/topic/$fsly) #55, [data](/topic/data) 4%, [$nflx](/topic/$nflx) 4%, [nov](/topic/nov) #161, [$hubs](/topic/$hubs) #35, [$miax](/topic/$miax) #3

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@sj_xxxxxxx](/creator/undefined) [@ross__hendricks](/creator/undefined) [@playertwoq](/creator/undefined) [@evrgn11112231](/creator/undefined) [@sjxxxxxxx](/creator/undefined) [@rosshendricks](/creator/undefined) [@boogyman61too](/creator/undefined) [@compound248](/creator/undefined) [@jbulltard1](/creator/undefined) [@valuations](/creator/undefined) [@institlpgp](/creator/undefined) [@jwat5](/creator/undefined) [@consensusgurus](/creator/undefined) [@onodacapital](/creator/undefined) [@pythiar](/creator/undefined) [@bluechip1](/creator/undefined) [@psychikmoksha](/creator/undefined) [@crussian17](/creator/undefined) [@citrini7](/creator/undefined)

**Top assets mentioned**
[Cloudflare, Inc. (NET)](/topic/$net) [Fastly, Inc. (FSLY)](/topic/$fsly) [Netflix Inc (NFLX)](/topic/$nflx) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [S&P Global Inc (SPGI)](/topic/$spgi) [Sandisk Corporation (SNDK)](/topic/$sndk) [Stacks (STX)](/topic/$stx) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Intel Corporation (INTC)](/topic/$intc) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Nextracker Inc. (NXT)](/topic/$nxt) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [YELP INC. (YELP)](/topic/$yelp) [Carvana Co. (CVNA)](/topic/$cvna) [Frodo the virtual samurai (FROG)](/topic/$frog) [Roblox Corp. (RBLX)](/topic/$rblx) [Lam Research Corporation (LRCX)](/topic/$lrcx) [United Microelectronic Corp. (UMC)](/topic/$umc) [Texas Instruments (TXN)](/topic/$txn) [Western Digital Corp (WDC)](/topic/$wdc) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Garmin Ltd. (GRMN)](/topic/$grmn) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Pinterest, Inc. (PINS)](/topic/$pins) [Sea Limited (SE)](/topic/$se) [Roku, Inc. (ROKU)](/topic/$roku) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Moody's Corporation (MCO)](/topic/$mco) [Datadog Inc (DDOG)](/topic/$ddog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$grmn looks really good data is great"  
[X Link](https://x.com/icg_mode/status/2008912457620685276)  2026-01-07T14:43Z [---] followers, [---] engagements


"$miax is a good short here. wanna know why"  
[X Link](https://x.com/icg_mode/status/2011092556390781087)  2026-01-13T15:06Z [---] followers, [---] engagements


"got $mtn here. that update wasnt great but a lot of the downside baked in imo stock holding up relatively well. additional downside is limited"  
[X Link](https://x.com/icg_mode/status/2011819128848314660)  2026-01-15T15:13Z [---] followers, [---] engagements


"think i saw a tweet from yday somebody saying they think $mtn is a terrible long from here. happy to put money on it if that person is willing cant find the tweet"  
[X Link](https://x.com/icg_mode/status/2013664030221558044)  2026-01-20T17:24Z [---] followers, [---] engagements


"$nflx guide down of 90bps vs. previous comments driven by 10% increase in content ammort + $275m of costs related to acquisition (annualized). $275m on $51bn of topline is 54bps of headwind. the 90bps miss is 36bps additional content spend"  
[X Link](https://x.com/icg_mode/status/2013732696409681978)  2026-01-20T21:57Z [---] followers, [---] engagements


"im long $INTC and $MBLY for tomorrow. MBLY is pre mkt. ive been long INTC since early last year and have no interest in selling. MBLY is more of a trade but still think very valuable MBLY is trading 0.7x book i think my risk is 8% to the downside and willing to own from here. INTC has real momentum for a myriad reasons (continued chip development 18a US gov involvement) and owns 80% of mbly. INTC has license to all MBLY ip and thereofre has a natural path to leverage their IP in data centric (non-pc) side of the business. as INTC scales MBLY should benefit naturally. MBLY trades down [--] turns"  
[X Link](https://x.com/icg_mode/status/2014078501687546192)  2026-01-21T20:51Z [---] followers, [---] engagements


"im long $manh for the print tomorrow we trade 30x fcf (40x fcf ex sbc) vs. 52x [--] yr avg and [--] turns lower than last report. 80+% of on prem customers have yet to convert to cloud with potential rev contribution of $1.5bn. cloud offering is growing 21% YoY as of Q3 vs. slower core base business. topline comps get much easier this year as we start to lap lsd figures margin and topline upside from agentic solutions opportunity to improve internal cost structure but currently prioritizing improving their offering and driving price / value add for customers. as ex: freight audit and pay agents are"  
[X Link](https://x.com/icg_mode/status/2015819413941887334)  2026-01-26T16:09Z [---] followers, [---] engagements


"$manh not what i was hoping for in guide. i closed out at [---] +4%. fine. $nxt i hold still. need to hear call. +8% at current"  
[X Link](https://x.com/icg_mode/status/2016262421795459507)  2026-01-27T21:29Z [---] followers, [---] engagements


"$PINS - 9% today reports 2/12. down today after cutting 15% of workforce (700 employees) implying short term restructuring charges of $35-45m. using $ANGI as a benchmark taking $22-30m write down ST and gave guidance to $70-80m in annualized savings. if we use that same multiple (2.6x severance-to-savings) $PINS should get savings (post-rx) of $90-120. Not as big of a number on relative basis for PINS as it is for $ANGI but its still meaningful; 10% of bottom line. i've gotta do some new work to underwrite the topline growth assumptions but if u get anywhere north of dbl digit topline growth"  
[X Link](https://x.com/icg_mode/status/2016334850014191937)  2026-01-28T02:17Z [---] followers, [---] engagements


"do ppl realize that $se trades 15x fcf topline is going to dbl over the next [--] years. margins should get 700-900bps of uplift in the same period. PROCESS THAT"  
[X Link](https://x.com/icg_mode/status/2016616283463164321)  2026-01-28T20:56Z [---] followers, [----] engagements


"spoke with a friend today who is investing in spacex/xai post-merger but pre-ipo and the whole thesis is on elon getting approval to do space based data centers. how tf can u make that investment expect based on the expectation of a greater idiot"  
[X Link](https://x.com/icg_mode/status/2020643763941724345)  2026-02-08T23:39Z [---] followers, [--] engagements


"U can still make 2% betting on Seahawks here wtf Liquidity up to $2m"  
[X Link](https://x.com/icg_mode/status/2020692565583188049)  2026-02-09T02:53Z [---] followers, [--] engagements


"wtf u can still make 14% betting kw3 for mvp here 500k liquidity. lots opportunity in these peer contracts almost all the time"  
[X Link](https://x.com/icg_mode/status/2020700803548455376)  2026-02-09T03:26Z [---] followers, [---] engagements


"think $net gets a good reaction post print but u sell it. think the stock will act like $pltr did post results"  
[X Link](https://x.com/icg_mode/status/2020904200343838876)  2026-02-09T16:54Z [---] followers, [---] engagements


"hard to be more bullish than that $net call was btw"  
[X Link](https://x.com/icg_mode/status/2021363072817037705)  2026-02-10T23:18Z [---] followers, [---] engagements


"i appreciate the heads up. i think u have to see meaningful expansion in topline growth to get to [---] near term although i agree that there is enough volatility to make quick moves and possibly get there. $260 is 45% upside here implying $94bn EV on $4.5bn of revenue and $800m in fcf in [----]. thats still super fucking expensive unless u get a meaningful acceleration of topline to justify it. hard to expect strong expansion in operating leverage at product thoughts"  
[X Link](https://x.com/icg_mode/status/2021632294017020315)  2026-02-11T17:07Z [---] followers, [--] engagements


"another one of these businesses that trades at really low multiple and there is competitive overlap between the [--] but would actually argue that yelp has more terminal risk . theres some chance that at acatalyst appears in the name of a large data licensing deal but that hasnt materialized to date. its a stay away for me - i cant time / accurately underwrite the catalyst. if anything its a short. angi / yelp maybe a good pair trade. idk no catalyst on either so would have to have duration / or a variant view that i dont have. https://twitter.com/i/web/status/2021639279814774853"  
[X Link](https://x.com/icg_mode/status/2021639279814774853)  2026-02-11T17:35Z [---] followers, [--] engagements


"i hate to say it but i honestly think u can get paid being short $net here. i love the company. i dont love the way this market trades software and i dont believe we are in an idio market right now"  
[X Link](https://x.com/icg_mode/status/2021596710074466625)  2026-02-11T14:46Z [---] followers, [---] engagements


"was right am right $net $net sadly i prob have to take my 11% here and walk away. wish i could hold but doesnt seem like the prudent thing to do here with the multiple where it is and all of the SaaS pressure . even tho i think they are well positioned to benefit from the agentic api usage and the $net sadly i prob have to take my 11% here and walk away. wish i could hold but doesnt seem like the prudent thing to do here with the multiple where it is and all of the SaaS pressure . even tho i think they are well positioned to benefit from the agentic api usage and the"  
[X Link](https://x.com/icg_mode/status/2021632750202368192)  2026-02-11T17:09Z [---] followers, [---] engagements


"+17% $fsly $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business"  
[X Link](https://x.com/icg_mode/status/2021693236004155718)  2026-02-11T21:10Z [---] followers, [---] engagements


"yea and ill tell u a secret. its going lower $CVNA Now $485 to $350. 30% haircut from ATHs $CVNA Now $485 to $350. 30% haircut from ATHs"  
[X Link](https://x.com/icg_mode/status/2021667025484136715)  2026-02-11T19:25Z [---] followers, [---] engagements


"@evrgn11112231 Well ok but then u also wouldve wished u held off buying and owned it from lower. & Price doesnt dictate story agreed but it does dictate returns. Curious. what do u like so much about it Maybe u have a differentiated view I havent heard / seen"  
[X Link](https://x.com/icg_mode/status/2021995829926805946)  2026-02-12T17:12Z [---] followers, [---] engagements


"Right but not being able to time a bottom doesnt make it better for the stock to go lower unless the point is ur going to make it large enough of a position then to make up for the extra drawdown and then some. Also agreed its dependent on duration. All the best man. I think there are better longs in the market with less terminal risk where data is inflecting. But Perhaps ur right. https://twitter.com/i/web/status/2021999020890017795 https://twitter.com/i/web/status/2021999020890017795"  
[X Link](https://x.com/icg_mode/status/2021999020890017795)  2026-02-12T17:25Z [---] followers, [---] engagements


"$frog into the print. i also have this sneaking suspicion that $roku will really perform well. roku is getting slaughtered along with all adtech names. if they can guide to $5.5bn in topline next year u get a slight reaccel on topline and multiple probably gets rerated. ill be short $yelp. i dont think u get the data deals people are hoping for and the core biz probably not doing enough to convince anybody to rerate. https://twitter.com/i/web/status/2022040886645870918 https://twitter.com/i/web/status/2022040886645870918"  
[X Link](https://x.com/icg_mode/status/2022040886645870918)  2026-02-12T20:11Z [---] followers, [----] engagements


"@sj_xxxxxxx positioning here was the difference imo. $fsly was left for dead basically. underfollowed nobody talking about. $frog was the opposite unfortunately"  
[X Link](https://x.com/icg_mode/status/2022056773189087638)  2026-02-12T21:14Z [---] followers, [---] engagements


"Ahh had it since late Thanksgiving if memeory serves so didnt just launch but still. They also dont have their own model fwiw they use all the big names simultaneously. It finally happened The Bloomberg Terminal just dropped its own LLM: Bloomberg just launched AskBGO its very own in-house Ai agent. This chatbot assists users navigate massive high-quality and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS It finally happened The Bloomberg Terminal just dropped its own LLM: Bloomberg just launched AskBGO its very own in-house Ai agent."  
[X Link](https://x.com/icg_mode/status/2022067124513255901)  2026-02-12T21:55Z [---] followers, [---] engagements


"if $sphr breaks [---] i take off my short prob but dont think that happens"  
[X Link](https://x.com/icg_mode/status/2021281770612699153)  2026-02-10T17:55Z [---] followers, [---] engagements


"a couple things. 1) i assume there will be considerable sell pressure in the stock here post lock up (today). at time of ipo 17.5m shares of a total 81.7m were freely tradable. all restricted shares are now tradable and people wanna get paid / make their money 2) their financial profile is relatively uncompelling. they're going to burn cash again next year after selling off some of their historical assets. its better for the growth trajectory and probably a better bet long term but ur not buying this business at a discount imo. u could own CBOE which is obviously more established for the same"  
[X Link](https://x.com/icg_mode/status/2021341450265620973)  2026-02-10T21:52Z [---] followers, [--] engagements


"@Ross__Hendricks right that's my point. it's logically insufficient to buy a stock just because fear and greed then"  
[X Link](https://x.com/icg_mode/status/2021608971161780730)  2026-02-11T15:35Z [---] followers, [--] engagements


"@Ross__Hendricks the point is more so that there should be additional conditions beyond fear and greed for it to qualify as a good investment"  
[X Link](https://x.com/icg_mode/status/2021611268105269650)  2026-02-11T15:44Z [---] followers, [--] engagements


"hope u made 6% there $net. i hate to say it but i honestly think u can get paid being short $net here. i love the company. i dont love the way this market trades software and i dont believe we are in an idio market right now. i hate to say it but i honestly think u can get paid being short $net here. i love the company. i dont love the way this market trades software and i dont believe we are in an idio market right now"  
[X Link](https://x.com/icg_mode/status/2021632810893869317)  2026-02-11T17:09Z [---] followers, [---] engagements


"this is ur reminder that mgmt doesnt do bbks when they should they do it when they have excess cash and no where logical to put it. fwiw: i havent looked at the asml bbk on its own merits. $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted average prices between [----] and [----]. This is not https://t.co/ksMMEPdEvW $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five"  
[X Link](https://x.com/icg_mode/status/2021642487614574743)  2026-02-11T17:48Z [---] followers, [---] engagements


"$hubs lol SELL IT"  
[X Link](https://x.com/icg_mode/status/2021693584513142876)  2026-02-11T21:11Z [---] followers, [---] engagements


"the uninformed love to blame pe for everything. and its always people who have never run a business or invested in a business. imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"  
[X Link](https://x.com/icg_mode/status/2021436450492092879)  2026-02-11T04:09Z [---] followers, [---] engagements


"this is going to sound crazy but i dont think that $angi quarter was as bad as the stock acts. I get all of the terminal risk here but we're priced at 2.5x EBITDA and 5x FCF. u gotta think this biz is going away SOON. no liquidity issues etc"  
[X Link](https://x.com/icg_mode/status/2021596090764574916)  2026-02-11T14:44Z [---] followers, [---] engagements


"short Not to be hyperbolic but $SPGI $MCO right now might be the fattest pitch Ive seen since I started investing. The combo of quality factor being out of favor + AI disruption risk + pod shops dumping on earnings = an incredible buying opportunity for the long-term investor. Not to be hyperbolic but $SPGI $MCO right now might be the fattest pitch Ive seen since I started investing. The combo of quality factor being out of favor + AI disruption risk + pod shops dumping on earnings = an incredible buying opportunity for the long-term investor"  
[X Link](https://x.com/icg_mode/status/2021655273828741609)  2026-02-11T18:39Z [---] followers, [---] engagements


"Guy I work with sent me that something big is happening post I used to think he was stupid now I know for sure That post was sloppity slop slop"  
[X Link](https://x.com/icg_mode/status/2021798238756778020)  2026-02-12T04:07Z [---] followers, [--] engagements


"ok im reshort $hubs --- 11% delta on where closed it out last night $hubs prob where i cover my short for now $hubs prob where i cover my short for now"  
[X Link](https://x.com/icg_mode/status/2021954255373148169)  2026-02-12T14:27Z [---] followers, [---] engagements


"@boogyman61too Hf = hedge fund A bunch of different types of funds own stocks but it can be useful to see how much of the float (accessible shares outstanding) are owned by hedge funds Hope that helps. If not lmk and Ill try to be more clear"  
[X Link](https://x.com/icg_mode/status/2022069113607397816)  2026-02-12T22:03Z [---] followers, [--] engagements


"$miax lockup expires tomorrow. 3m share block moving today via MS. closes tomorrow. expected to price in the 41.3-42.2 range . trades [----] right now. expect it prices lower"  
[X Link](https://x.com/icg_mode/status/2020890417466585402)  2026-02-09T15:59Z [---] followers, [---] engagements


"it gets easier from here lower we go $miax $miax lockup expires tomorrow. 3m share block moving today via MS. closes tomorrow. expected to price in the 41.3-42.2 range . trades [----] right now. expect it prices lower. $miax lockup expires tomorrow. 3m share block moving today via MS. closes tomorrow. expected to price in the 41.3-42.2 range . trades [----] right now. expect it prices lower"  
[X Link](https://x.com/icg_mode/status/2021234144215240812)  2026-02-10T14:45Z [---] followers, [---] engagements


"$ddog almost makes people think software isn't going to continue to get rotated out of but then there's $spgi playing devil's advocate. u better pick ur winners carefully"  
[X Link](https://x.com/icg_mode/status/2021309163700138032)  2026-02-10T19:43Z [---] followers, [---] engagements


"$net sadly i prob have to take my 11% here and walk away. wish i could hold but doesnt seem like the prudent thing to do here with the multiple where it is and all of the SaaS pressure . even tho i think they are well positioned to benefit from the agentic api usage and the increase in edge compute . feels too hard to own when the factors are likely to be working against u think $net gets a good reaction post print but u sell it. think the stock will act like $pltr did post results think $net gets a good reaction post print but u sell it. think the stock will act like $pltr did post results"  
[X Link](https://x.com/icg_mode/status/2021341956274782524)  2026-02-10T21:54Z [---] followers, [---] engagements


"idk this guy but i would warn u against buying $spgi here. dont need to be a hero and try to step in front of the train. Thank you to the $spgi panicans for the opportunity to buy one of the worlds greatest businesses at 20x earnings https://t.co/JiWIISGh0E Thank you to the $spgi panicans for the opportunity to buy one of the worlds greatest businesses at 20x earnings https://t.co/JiWIISGh0E"  
[X Link](https://x.com/icg_mode/status/2021606112676438210)  2026-02-11T15:23Z [---] followers, [---] engagements


"u can make a very real argument that all of these software businesses should trade 15x fcf. try to tell me confidently what the world of software looks like in [----]. that doesnt necessarily mean they all die but what happens to cost to maintain competitiveness ability to take price cost of obsolescence data warehousing costs etc etc"  
[X Link](https://x.com/icg_mode/status/2021653072066367608)  2026-02-11T18:30Z [---] followers, [---] engagements


"$fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business"  
[X Link](https://x.com/icg_mode/status/2021672607498858809)  2026-02-11T19:48Z [---] followers, [----] engagements


"$hubs prob where i cover my short for now"  
[X Link](https://x.com/icg_mode/status/2021694307208515992)  2026-02-11T21:14Z [---] followers, [---] engagements


"$app might get sold into oblivion here"  
[X Link](https://x.com/icg_mode/status/2021711918981906731)  2026-02-11T22:24Z [---] followers, [---] engagements


"People overbuying $net and meanwhile I sell high on the number get long $fsly prior to the print and get +37% cover my $hubs short -3% after drawing down forever. Its been a good fucking day $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by"  
[X Link](https://x.com/icg_mode/status/2021768754380611662)  2026-02-12T02:10Z [---] followers, [---] engagements


"This is perhaps obvious but $ofrm is a short"  
[X Link](https://x.com/icg_mode/status/2021990190391472219)  2026-02-12T16:50Z [---] followers, [--] engagements


"$fsly +80% today on commons. have mercy U DONT HAVE TO BE A SAVIOR BUY INFLECTING BUSINESSES $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base"  
[X Link](https://x.com/icg_mode/status/2022002843008602138)  2026-02-12T17:40Z [---] followers, [---] engagements


"hope u did too brother @sj_xxxxxxx too crowded on those #s. ROKU was the better long . hindsight 2020"  
[X Link](https://x.com/icg_mode/status/2022056489851269144)  2026-02-12T21:13Z [---] followers, [--] engagements


"$amkr block --- Issuer: Amkor Technology Inc. Ticker: AMKR / NASDAQ Security Type: COMMON STOCK Size of Offering: [--------] shares plus a greenshoe of [-------] shares (100% Secondary) Re-Offer Range: $48.75 - Market Anticipated Pricing Date: February [--] [----] (Post-Close) Settlement Date: February [--] [----] (T+2) Sole Bookrunner: Goldman Sachs & Co. LLC Syndicate Trading Manager: Goldman Sachs & Co. LLC Settlement Agent: Goldman Sachs & Co. LLC Issuer Description: Amkor is the worlds largest U.S. headquartered OSAT and is a global leader in outsourced semiconductor packaging and test services."  
[X Link](https://x.com/icg_mode/status/2022059914923774242)  2026-02-12T21:27Z [---] followers, [---] engagements


"anyone gotta polymarket invite code"  
[X Link](https://x.com/icg_mode/status/2022089883276521796)  2026-02-12T23:26Z [---] followers, [--] engagements


"@taobanker u gotta catalyst here or just banking on market starting to appreciate a story they havent because price has gotten attractive enough"  
[X Link](https://x.com/icg_mode/status/2012984450913550467)  2026-01-18T20:24Z [---] followers, [--] engagements


"@taobanker yea if u can underwrite the business being around for [--] years from here u can own it pretty comfortably. just no idea when the mkt confirms this and u get paid so feels like u might need a little bit of duration. really no downside in the stock imo"  
[X Link](https://x.com/icg_mode/status/2012987012765073439)  2026-01-18T20:34Z [---] followers, [--] engagements


"$pton u add here"  
[X Link](https://x.com/icg_mode/status/2013701477131223339)  2026-01-20T19:53Z [---] followers, [---] engagements


"buy $rblx here"  
[X Link](https://x.com/icg_mode/status/2013717442246193251)  2026-01-20T20:57Z [---] followers, [---] engagements


"i dbl my long position here. will need to hear what the op margin pressure is on the call $nflx realistically i think $nflx bottoms at [--] fwiw realistically i think $nflx bottoms at [--] fwiw"  
[X Link](https://x.com/icg_mode/status/2013720103439802506)  2026-01-20T21:07Z [---] followers, [---] engagements


"$nflx if u exclude that we're looking at [---] of margin expansion annualized. multiple already compressed [--] turns i still feel comfortable owning here"  
[X Link](https://x.com/icg_mode/status/2013732697533730987)  2026-01-20T21:57Z [---] followers, [---] engagements


"@jbulltard1 I think this the lows are in +/- a few bucks. Pulling the bbk shouldve been expected a few pods didnt like the increase in content spend & got caught offsides. I close my position if we get a weekly close thru [--]. Technically speaking level here better hold"  
[X Link](https://x.com/icg_mode/status/2014036267453886855)  2026-01-21T18:03Z [---] followers, [---] engagements


"@valuations_ $spot prob in the conversation too although would need to do more work to feel comfortable"  
[X Link](https://x.com/icg_mode/status/2014045729308713100)  2026-01-21T18:41Z [---] followers, [--] engagements


"@institLPGP Yup have all the us listed names. U like application or vertical sw or both"  
[X Link](https://x.com/icg_mode/status/2014084084876656998)  2026-01-21T21:14Z [---] followers, [---] engagements


"EARNINGS (1/27 - 1/30): a few days ahead but sharing collection of names im aware of for earnings next week. i dont track them all closely ofc but try to pick up datapoints / trends / etc. nothing in my wheelhouse on mon. $stx skh $sndk samsung $asml $lrcx $txn $umc $wdc stm in the semis world. Most interested in skh / samsung given hbm dram and $stx $sndk $wdc for broader storage nand /ssd. some software names to help craft the broader narrative $lrn $now $appf $dt think $nxt is a big winner this year. https://twitter.com/i/web/status/2014096199045841300"  
[X Link](https://x.com/icg_mode/status/2014096199045841300)  2026-01-21T22:02Z [---] followers, [---] engagements


"*SOFTWARE FCF MARGIN COMP SHEET* broken out into application and vertical software might be some noise in categorization. some names have hardware and services exposure not pureplay sw. $igv"  
[X Link](https://x.com/icg_mode/status/2014106284933386373)  2026-01-21T22:42Z [---] followers, [----] engagements


"maybe poorly said. INTC's ownership of mbly encourages them to continue to push MBLY ip (where it fits). can embed mbly mapping primitives in the auto platform where legally allowable build the av stack to be fully compatible with MBLY & possibly productize the safety policy that MBLY built and has continued to refine over time. if that makes sense"  
[X Link](https://x.com/icg_mode/status/2014111207133765711)  2026-01-21T23:01Z [---] followers, [--] engagements


"@jwat_5 interesting. appreciate the context. u have any specific thoughts on intc or mbly these days"  
[X Link](https://x.com/icg_mode/status/2014150876403843469)  2026-01-22T01:39Z [---] followers, [--] engagements


"Going to buy the shit outta $acme if we get close to 40"  
[X Link](https://x.com/icg_mode/status/2014357652319379874)  2026-01-22T15:21Z [---] followers, [--] engagements


"@ConsensusGurus Its not the ss note. Its rumor of their progress on their owned internal llm"  
[X Link](https://x.com/icg_mode/status/2014419637820158116)  2026-01-22T19:27Z [---] followers, [---] engagements


"$intc should be downa lot more on those #s at first glance"  
[X Link](https://x.com/icg_mode/status/2014443419628712142)  2026-01-22T21:01Z [---] followers, [---] engagements


"short $sbux into the print"  
[X Link](https://x.com/icg_mode/status/2015847026743722388)  2026-01-26T17:59Z [---] followers, [--] engagements


"@OnodaCapital $1.2bn EV lol $apad"  
[X Link](https://x.com/icg_mode/status/1996981657354572149)  2025-12-05T16:35Z [---] followers, [---] engagements


"got short basket of the [--] equal to long $pstg position. i feel like i'll regret saying this but think u gotta be short some of the overheated memory / storage names here multiple expansion has been absurd since last report Q needs to be perfect $WDC: 18.5x - 26.1x $STX: 18.6x - 25.4x $SNDK: 16.7x - 21.8x i feel like i'll regret saying this but think u gotta be short some of the overheated memory / storage names here multiple expansion has been absurd since last report Q needs to be perfect $WDC: 18.5x - 26.1x $STX: 18.6x - 25.4x $SNDK: 16.7x - 21.8x"  
[X Link](https://x.com/icg_mode/status/2011477039585390967)  2026-01-14T16:34Z [---] followers, [---] engagements


"@taobanker u would like $jill I suspect story is good. Valuation is dirt"  
[X Link](https://x.com/icg_mode/status/2011825850518261976)  2026-01-15T15:40Z [---] followers, [----] engagements


"@taobanker u can point to tariff pressure on margins and weak topline but biz isnt dying. reminds me of $anf late last year. priced basically for death and just announced revised guidance for 4q sales and ebitda on better than expected holiday sales"  
[X Link](https://x.com/icg_mode/status/2011830790254932171)  2026-01-15T16:00Z [---] followers, [---] engagements


"@taobanker yup no sweat"  
[X Link](https://x.com/icg_mode/status/2011837234937238020)  2026-01-15T16:25Z [---] followers, [--] engagements


"@taobanker best upside in retail is $vnce tho btw. $40m equity value on $13m of ebitda. tariff overhang is real for a small brand majority of the debt is non-int bearing (op leases). $27m of rcf outstanding with capacity up to $85m 6.6% i/y due in [----]. comping topline +ve"  
[X Link](https://x.com/icg_mode/status/2011858295514972473)  2026-01-15T17:49Z [---] followers, [---] engagements


"u can buy $dhi here"  
[X Link](https://x.com/icg_mode/status/2013677395874611424)  2026-01-20T18:17Z [---] followers, [--] engagements


"$nflx main concerns coming into the print (imo) were content costs alongside general margin trend $wbd sustained growth opportunities. the 34bps of incremental content costs in 1Q are relevant but not a game changer imo with valuation where it is today. the rest is driven by [--] time acqu related expenses ($275m over the fy). should note that the remaining amt on the buyback was $7.8bn (89m shares). cancelled remainder to fund the $wbd deal. this is what happens when u switch from cash and stock to cash only deal. tbd on what the syndication looks like on the newly revised bridge loan & implied"  
[X Link](https://x.com/icg_mode/status/2013746257026507145)  2026-01-20T22:51Z [---] followers, [---] engagements


"@PythiaR Eh sw multiple compression didnt seem to hit AVGO really. And they have some idio issues with China on the software side + losing margin on asics vs historical biz U might be right but not a slam dunk to me"  
[X Link](https://x.com/icg_mode/status/2016231596546744810)  2026-01-27T19:27Z [---] followers, [---] engagements


"@compound248 yea pt taken but biz reaccelerating topline in [----] balance sheet is fine (esp. with new opex savings) A tier gross margins and only has to survive for [--] more yrs with new savings and existing fcf generation to get paid back and anything further is a free upside"  
[X Link](https://x.com/icg_mode/status/2016267300337295787)  2026-01-27T21:49Z [---] followers, [---] engagements


"@compound248 got u. yea think ur prob right data seems to suggest that at least. will be interesting to see how mkt reacts to some of these ice cube style businesses cutting headcount. similar news today for pins got sold obv. interesting dynamic"  
[X Link](https://x.com/icg_mode/status/2016328969373598144)  2026-01-28T01:54Z [---] followers, [--] engagements


"@blue_chip1 Isnt it well known that drive time finances the loans Drive time is financed by the appreciated CVNA stock price. I dont think theyre cooking the books but its absolutely a Ponzi scheme"  
[X Link](https://x.com/icg_mode/status/2016362990291816813)  2026-01-28T04:09Z [---] followers, [---] engagements


"$rblx is down 50% vs 52wk highs btig piper db jef all cut price in the last [--] weeks --- positioning intimates not much left to the downside unless #s fall out The age verification rollout hasn't had the feared impact based on data im seeing. the sequential declines in engagement are much lower than prior years (although off more mature base so makes some sense) and monetization looks strong on relative basis as well. Per jpm data first week in recent memory where YoY trends did not moderate. Likely due to new title release "Escape Tsunami for Brainrots." 256m visits as of Jan [--] (created Dec"  
[X Link](https://x.com/icg_mode/status/2016555142137393586)  2026-01-28T16:53Z [---] followers, [--] engagements


"@psychikmoksha @Crussian17 i take the other side of that. curious how many 20-30 yr women are u including when asking friends / family"  
[X Link](https://x.com/icg_mode/status/2016560843815608626)  2026-01-28T17:15Z [---] followers, [--] engagements


"ppl didn't know capex was going to be higher u didnt see price of inputs ill buy the giveback"  
[X Link](https://x.com/icg_mode/status/2016619086160036305)  2026-01-28T21:07Z [---] followers, [--] engagements


"Somebody gotta limit buy at [---] on $msft"  
[X Link](https://x.com/icg_mode/status/2016647993349251234)  2026-01-28T23:02Z [---] followers, [---] engagements


"my base case is topline growth moderates to basically gdp over the next 3-4 years with a bull case that is a few pp above. but the thing is i really only need the business to survive about [--] more years to get paid back on my investment or have a terminal value that implies its distribution to 600m MAUs is worth something. not that many platforms can claim that number. comp that to 10x anthropic at current (i know they monetize at a way higher rate have greater stickiness and long runway for growth -- but think about how many people that is and how valuable the eyeballs are to advertisers)."  
[X Link](https://x.com/icg_mode/status/2016656964244083197)  2026-01-28T23:37Z [---] followers, [--] engagements


"i buy the shit outta the neoclouds right here. $iren $crwv"  
[X Link](https://x.com/icg_mode/status/2016901239544385656)  2026-01-29T15:48Z [---] followers, [---] engagements


"ive been long $sono from $12 but have to cut it here. there BoM is too exposed to the memory prices across NAND / DRAM and have no negotiating leverage or existing LTAs to hedge the move that i can dig up nor the pricing power in cons. disc. with a weaker consumer to drive price"  
[X Link](https://x.com/icg_mode/status/1996648338587038047)  2025-12-04T18:30Z [---] followers, [---] engagements


"saw somebody talking today/yday about using chinese memory producers (CXMT YMTC) to overcome the supply shortages. in theory sure but they can only be used for inference realistically training requires hbm. $mu $0006600.ks $005930.ks"  
[X Link](https://x.com/icg_mode/status/2009463921175056692)  2026-01-09T03:15Z [---] followers, [---] engagements


"Software for sale every fucking day but $okta bid is so fucking strong regardless. It does not matter"  
[X Link](https://x.com/icg_mode/status/2011448311576965148)  2026-01-14T14:40Z [---] followers, [--] engagements


"im long a basket of analog names here - $nxpi $qrvo $swks"  
[X Link](https://x.com/icg_mode/status/2013662435190690119)  2026-01-20T17:18Z [---] followers, [---] engagements


"$skm is a $12bn co [--] days ago. they have a small piece of anthropic (30bps) thats worth slightly over a billion on recent raise ($350bn valuation) . the stock is now up 50% since the mkt uncovered that. 10% in tangible value getting a 5x premium vs. NAV. thats this mkt for u. even if u factor in the dividend being supposedly reestablished thats 7% i/y. https://twitter.com/i/web/status/2016228880663617935 https://twitter.com/i/web/status/2016228880663617935"  
[X Link](https://x.com/icg_mode/status/2016228880663617935)  2026-01-27T19:16Z [---] followers, [---] engagements


"indeed $nxt is big winner as expected EARNINGS (1/27 - 1/30): a few days ahead but sharing collection of names im aware of for earnings next week. i dont track them all closely ofc but try to pick up datapoints / trends / etc. nothing in my wheelhouse on mon. $stx skh $sndk samsung $asml $lrcx $txn $umc https://t.co/CvImpjjPcZ EARNINGS (1/27 - 1/30): a few days ahead but sharing collection of names im aware of for earnings next week. i dont track them all closely ofc but try to pick up datapoints / trends / etc. nothing in my wheelhouse on mon. $stx skh $sndk samsung $asml $lrcx $txn $umc"  
[X Link](https://x.com/icg_mode/status/2016535346188624216)  2026-01-28T15:34Z [---] followers, [--] engagements


"realized that some aren't aware of the DriveTime ("DT") / $cvna relationship so going to spell it out quick CVNA was founded as a subsidiary of DT and was spun out in Nov [----]. DT ceo is CVNA ceo's dad (ernie jr and ernie iii respectively) DT via its affiliate Bridgecrest is the loan servicer for CVNA's debt. CVNA pays 1% for prime loans 2.5% for subprime. The family ties make for a super weird dynamic but its not totally dissimilar from what u see with $crwv / $nvda $msft / oai $amzn / anthropic etc. obviously the circularity makes for a compounding issue. if u ever feel like the financing"  
[X Link](https://x.com/icg_mode/status/2016568390400225548)  2026-01-28T17:45Z [---] followers, [---] engagements


"@Citrini7 brother im disappointed u just got on empower. but yea the monthly fee is also insanely cheap ($30/week) for the drivers. Start asking ur drivers. they'll give u details on the biz model. Despite the px being 50% of $uber $lyft drivers make more on the ride"  
[X Link](https://x.com/icg_mode/status/2018384289163850113)  2026-02-02T18:01Z [---] followers, [----] engagements


"u know $pltr and anthopic are worth the same right now"  
[X Link](https://x.com/icg_mode/status/2018778407065039290)  2026-02-03T20:07Z [---] followers, [--] engagements


"$wlth looks cheap quick glance before the release. biz kinda sucks but inexpensive"  
[X Link](https://x.com/icg_mode/status/2010819278241415445)  2026-01-12T21:00Z [---] followers, [---] engagements


"$nvda concern should margin (incremental cost of production) not the bbk. the $wbd deal makes sense imo. ur buying the company for 10x post synergy ebitda. they need to make sure they can pull this off or that gets ugly. but lets talk operating margin"  
[X Link](https://x.com/icg_mode/status/2013732695231152326)  2026-01-20T21:57Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing