# ![@jdonovan42 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::15542169.png) @jdonovan42 jd42

jd42 posts on X about ai, guess, anthropic, agentic the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::15542169/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15542169/c:line/m:interactions.svg)

- [--] Week [-----] +3.60%
- [--] Month [-----] +265%
- [--] Months [------] +158%
- [--] Year [------] +100%

### Mentions: [--] [#](/creator/twitter::15542169/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15542169/c:line/m:posts_active.svg)

- [--] Month [--] -78%
- [--] Months [---] +24%
- [--] Year [---] +121%

### Followers: [---] [#](/creator/twitter::15542169/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15542169/c:line/m:followers.svg)

- [--] Week [---] +0.52%
- [--] Month [---] +0.52%
- [--] Months [---] -6.50%
- [--] Year [---] +70%

### CreatorRank: [---------] [#](/creator/twitter::15542169/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15542169/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  24% [finance](/list/finance)  24% [technology brands](/list/technology-brands)  22% [cryptocurrencies](/list/cryptocurrencies)  6% [fashion brands](/list/fashion-brands)  1% [automotive brands](/list/automotive-brands)  1% [musicians](/list/musicians)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[ai](/topic/ai) 9%, [guess](/topic/guess) 8%, [anthropic](/topic/anthropic) 7%, [agentic](/topic/agentic) 6%, [$amzn](/topic/$amzn) 6%, [ipo](/topic/ipo) 4%, [$ttd](/topic/$ttd) 4%, [$hon](/topic/$hon) #17, [grt](/topic/grt) 4%, [bullish](/topic/bullish) 4%

**Top accounts mentioned or mentioned by**
[@mattjmcclintock](/creator/undefined) [@midnightcaptl](/creator/undefined) [@mopgcw](/creator/undefined) [@investordenis](/creator/undefined) [@bagholderiq](/creator/undefined) [@volumestack](/creator/undefined) [@anthony57760832](/creator/undefined) [@simonjharris](/creator/undefined) [@fibonacciinves1](/creator/undefined) [@asap17](/creator/undefined) [@randinvest](/creator/undefined) [@anandragn](/creator/undefined) [@mntonx](/creator/undefined) [@jbulltard1](/creator/undefined) [@epictrades1](/creator/undefined) [@bradat](/creator/undefined) [@ddblakefischer](/creator/undefined) [@kobeissiletter](/creator/undefined) [@levensondavid](/creator/undefined) [@nicktimiraos](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Heroes of NFT (HON)](/topic/$hon) [Pegasystems Inc (PEGA)](/topic/$pega) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Teradyne, Inc. (TER)](/topic/$ter) [UiPath, Inc. (PATH)](/topic/$path) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Netflix Inc (NFLX)](/topic/$nflx) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Analog Devices, Inc. (ADI)](/topic/$adi) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [ZetaChain (ZETA)](/topic/$zeta) [Fastly, Inc. (FSLY)](/topic/$fsly) [Cisco Systems Inc (CSCO)](/topic/$csco) [Dell Technologies, Inc. (DELL)](/topic/dell) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Fiserv, Inc. (FI)](/topic/$fi) [SpaceN (SN)](/topic/$sn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BagholderIQ Thx for the reply. I always keep an open mind. Is there a huge insider that dumps or maybe a top outside stakeholder like $MBLY. Float is not ultra low 412M short not extreme15%. Just a serial fader even post technical break-outs. This PA often passes w time post IPO I guess"  
[X Link](https://x.com/jdonovan42/status/2018344481657925826)  2026-02-02T15:23Z [---] followers, [---] engagements


"@ASAP17 Google was down 9% after its print [--] hrs ago exactly the same as AMZN rn. Lets give it the same amt. of time at least"  
[X Link](https://x.com/jdonovan42/status/2019528951765541322)  2026-02-05T21:49Z [---] followers, [--] engagements


"@Midnight_Captl Not many talking about that. You think Anthropic and OpenAI would have bought more AWS if so"  
[X Link](https://x.com/jdonovan42/status/2019789399777591563)  2026-02-06T15:04Z [---] followers, [--] engagements


"@JerryCap Yep. The robot just said there was enough transparency bread crumbs dropped on the CC to make a AWS forecast for [----]. Here it is.More like 25-30% revs growth than %18-25 in 2027"  
[X Link](https://x.com/jdonovan42/status/2019791106167259152)  2026-02-06T15:11Z [---] followers, [--] engagements


"@R_and_Invest Goog is smaller base=they grow faster #2 Goog winning in AI heavier enterprises vs. legacy compliance heavy(AWS) ones. Long amzn so this did open my eyes and re-assessing as did in to this exact q"  
[X Link](https://x.com/jdonovan42/status/2019809068010106981)  2026-02-06T16:23Z [---] followers, [--] engagements


"@R_and_Invest I am on intense search for top [--] winners of "on -premise" SLM agentic race esp for inference on production apps. SW "wld" be #1 but too risky now. Where the puck is going fast"  
[X Link](https://x.com/jdonovan42/status/2019809816378786095)  2026-02-06T16:26Z [---] followers, [--] engagements


"@Analysistock @FinanceLancelot Yes. I'm always cautious about "diff. this time" but this is 1st time "non AI" datactr chips/equip have fundamentals in their price action up(industrial EV power PC). $TER $MCHP $QCOM $ADI. Their wgt isn't huge in SOXL but cld provide support. That said 70's been scary place"  
[X Link](https://x.com/jdonovan42/status/2021032895612322170)  2026-02-10T01:26Z [---] followers, [---] engagements


"$AMZN $TTD Great overview on Amzn DSP @goodgoaJ https://jonathandsouzarauto.com/posts/tag/amazon+dsp https://jonathandsouzarauto.com/posts/tag/amazon+dsp"  
[X Link](https://x.com/jdonovan42/status/2021275284478058897)  2026-02-10T17:29Z [---] followers, [---] engagements


"@Midnight_Captl $pega 40% off its high. Low code SAAS co. leading enterprise into agentic w/ low code blueprint printing record growing cash flow. Crazy even "AI" leading heavy sw getting crushed. On watchlist"  
[X Link](https://x.com/jdonovan42/status/2016918876685037769)  2026-01-29T16:58Z [---] followers, [----] engagements


"@ERodz3 @dee_bosa That is exactly why every sector is getting blown up. They are not needed "under the roof" but out into the open by themselves or AI native consulting svcs. Not included inside bloated legacy software seats $$$$"  
[X Link](https://x.com/jdonovan42/status/2021339964651471154)  2026-02-10T21:46Z [---] followers, [--] engagements


"@UltimateTrad8r @wallstengine Yes and mgmt said the guide likely to prove conservative so probs 12-13% v 16% in 25'. The beauty category is overtaking the lower growth and margin kitchen appliance segment=grt news. Buyback of $.750B is 7-8% of the float is not small"  
[X Link](https://x.com/jdonovan42/status/2021586879397659082)  2026-02-11T14:07Z [---] followers, [--] engagements


"@optionscjp Rare honesty appreciated. Yeah I entered AMZN after Nov ER mega fade. It drops like a smallcap and rises like an olde conglomerate. Fades gains on [---] upgrades and drops like a rock on [--] downgrade. Hard to own alrdy after three months"  
[X Link](https://x.com/jdonovan42/status/2021604127206150267)  2026-02-11T15:15Z [---] followers, [--] engagements


"@anandragn $ZETA is pumped as much as and same horrid price action as $PATH"  
[X Link](https://x.com/jdonovan42/status/2021685198501388751)  2026-02-11T20:38Z [---] followers, [---] engagements


"@WhiteOakFX Profit from like five years ago you mean Or just since the [---] Liberation day retail bought"  
[X Link](https://x.com/jdonovan42/status/2021965410711822763)  2026-02-12T15:11Z [---] followers, [--] engagements


"@MattJMcClintock @mopgcw Grok confirmed two things for me -- 1- They are trained to use cached mem not scrape web to save $$$ first if not prompted otherwise(esp for free subs)=hallucinations 2- LLM's killing web(reducing web traffic) causes hallucinations"  
[X Link](https://x.com/jdonovan42/status/2022387107088716046)  2026-02-13T19:07Z [---] followers, [--] engagements


"@MattJMcClintock @mopgcw Any time. Paying you back for your RH contents. Awesome. I caught a dbl when short int was at 40% and they bought back all those share in 2018-2019 Won't touch it now :)"  
[X Link](https://x.com/jdonovan42/status/2022390063896965309)  2026-02-13T19:19Z [---] followers, [--] engagements


"@MNTonX Yep missed the $SOLS but $HON broke out of a [--] yr. resistance so eyeing this. Still early"  
[X Link](https://x.com/jdonovan42/status/2022398997554667601)  2026-02-13T19:54Z [---] followers, [--] engagements


"@milesdeutscher @Grok Can you pls help us humans know if this is a BOT created AI slop and or is it a fear mongering AI post that is actually a PR post to boost spending in AI tools. Thx"  
[X Link](https://x.com/jdonovan42/status/2022006598621954212)  2026-02-12T17:55Z [---] followers, [--] engagements


"@jbulltard1 I think the real reason it is down= SaaS client exposure in AWS. Think it is pretty high like 30ish%. It is trading like a SaaS so kinda makes sense"  
[X Link](https://x.com/jdonovan42/status/2021980270006874541)  2026-02-12T16:10Z [---] followers, [---] engagements


"@YahooFinance @DivesTech This is my issue with Dan Ives. He never said a single word about AI risk to SaaS stks on his list. Permabull is not a credible stance. His followers down 50%+ in a few months on sw stocks(ie. Pega)"  
[X Link](https://x.com/jdonovan42/status/2021996044477968470)  2026-02-12T17:13Z [---] followers, [---] engagements


"@UPAurora307 @JaguarAnalytics Truflation doesnt lie and its below target"  
[X Link](https://x.com/jdonovan42/status/2022324647425909179)  2026-02-13T14:59Z [---] followers, [--] engagements


"@oguzerkan I am long mainly due to Anthropic tide but don't forget that a $50B stake in OpenAI probs brings amzn exposure to 30ish%. Still lower than others but. Hope they work out the agentic commerce part and internal usage as part of that new stake"  
[X Link](https://x.com/jdonovan42/status/2022333140241711347)  2026-02-13T15:32Z [---] followers, [--] engagements


"@MattJMcClintock Def must triple check my work but geting used to it. If not too intrusive of a q-- Do you use a paid or premium version"  
[X Link](https://x.com/jdonovan42/status/2022333759463567812)  2026-02-13T15:35Z [---] followers, [---] engagements


"@MattJMcClintock Oh wow you have a full financial version. That proves your point"  
[X Link](https://x.com/jdonovan42/status/2022336249693077750)  2026-02-13T15:45Z [---] followers, [--] engagements


"@MNTonX I have been searching for the top three edge AI stocks with the least cloud data center exposure=pure play edge. $HON mixed use bldgs edge offer is one. $DELL $HPE $FSLY $CSCO are my other picks but the memory shortage is a challenge for them so not sure"  
[X Link](https://x.com/jdonovan42/status/2022697500143124960)  2026-02-14T15:40Z [---] followers, [--] engagements


"@epictrades1 All in on $SOXL right jk but DP you are a killer on SOXL I know you never brag but tell us % up you did since [----] ;) My guess is 200% on trades at min"  
[X Link](https://x.com/jdonovan42/status/2002006922745073991)  2025-12-19T13:23Z [---] followers, [---] engagements


"@VolumeStack Monthly volume shelf says [--] but this level you post seems to be stubborn. If today's $TTD removal from QQQ near close holds up at this level I will load up. Thx"  
[X Link](https://x.com/jdonovan42/status/2002056320887955709)  2025-12-19T16:39Z [---] followers, [---] engagements


"@VolumeStack Thank you for that. Hmm cuz I was going to load if goes down to 33ish but below IPO VWAP is not good huh"  
[X Link](https://x.com/jdonovan42/status/2002063038241968604)  2025-12-19T17:06Z [---] followers, [--] engagements


"@VolumeStack Thx that makes sense. This has already broken five year rock solid support level and next level down pre-Covid breakout levels(30ish) so that also can serve as rock solid a resistance as it did support. AVWAP cld be the savor here or the curse. Thx again for inputs"  
[X Link](https://x.com/jdonovan42/status/2002068645518979444)  2025-12-19T17:28Z [---] followers, [--] engagements


"@ValuationEdge_ It is well down from peak as a % of revs(down below 20% finally=avg for cloud names) & [----] ends the CEO pkg hitting the books so OM's only improve into [----]. But three CxO hirings cld matter. Buybacks been keeping share dilution flat since 24'. Stk was [---] as SBC was above 30%"  
[X Link](https://x.com/jdonovan42/status/2002093260395982953)  2025-12-19T19:06Z [---] followers, [--] engagements


"@ANTHONY57760832 @SimonJHarris They were all scheduled. So he also sold before big ER gains cuts both ways but do see how bad optics. Every S&P top [--] loser is up 20% since 11-21 bottom+ every other peer same. Tax loss sales+QQQ removal front run caused this artificial drop. Back to 45-50 by end Jan just to"  
[X Link](https://x.com/jdonovan42/status/2002094105250443772)  2025-12-19T19:10Z [---] followers, [--] engagements


"@ANTHONY57760832 @SimonJHarris .normalize the oversold condition and catch back up with all other much worse companies not hit with the "double whammy" of tax loss+QQQ removal front run"  
[X Link](https://x.com/jdonovan42/status/2002094393214578978)  2025-12-19T19:11Z [---] followers, [--] engagements


"@StockMarketMcro Thanks you have similar for $TTD Think she ready for coming out of the gauntlet of QQQ removal today and being the #1 tax loss target of [----] even beat $FI"  
[X Link](https://x.com/jdonovan42/status/2002128954216624439)  2025-12-19T21:28Z [---] followers, [---] engagements


"@douglauretano @BradAT What a shocker that Doug piles on anything said at all about TTD esp on such a vague article"  
[X Link](https://x.com/jdonovan42/status/2002815949804892592)  2025-12-21T18:58Z [---] followers, [--] engagements


"$TTD Media buyers shift spend from The Trade Desks OpenPath over transparency concerns https://digiday.com/media-buying/media-buyers-shift-spend-from-the-trade-desks-openpath-over-transparency-concerns/utm_medium=social&utm_campaign=digidaysiteshare&utm_source=twitter https://digiday.com/media-buying/media-buyers-shift-spend-from-the-trade-desks-openpath-over-transparency-concerns/utm_medium=social&utm_campaign=digidaysiteshare&utm_source=twitter"  
[X Link](https://x.com/jdonovan42/status/2003107561944633441)  2025-12-22T14:17Z [---] followers, [---] engagements


"@AdTechBuffet @ANTHONY57760832 @SimonJHarris Yes very aware of the adtech dynamics there and agree they must be factored in. On the FC side they only provide qtrly guidance not annual. Political took more growth than competitors. 4-5 pts of growth away in 2h'(same for MGNI). 26' midterm ad $ tailwind should be +4 pt %"  
[X Link](https://x.com/jdonovan42/status/2003173682706022683)  2025-12-22T18:39Z [---] followers, [--] engagements


"@Cheddy720 Hey man lucky we exited TTD up in the 50's Love $SN WW Goog searches just broke out of hist. levels into holiday season & its beauty launch. Maybe it breaks out of its base for next big move up. Saved my 2nd position for after it breaks retest & holds 115ish resistance. GL"  
[X Link](https://x.com/jdonovan42/status/2003817332993597937)  2025-12-24T13:17Z [---] followers, [--] engagements


"@EconomicEngines @West4thCapital Grt stuff guys thx. Looks like you were ahead of yesterday's downgrade on channel checks. Take a look at search traffic WW--big breakout 2x historical levels"  
[X Link](https://x.com/jdonovan42/status/2003818413966463396)  2025-12-24T13:21Z [---] followers, [--] engagements


"@yxinsights Tax loss selling+QQQ removal gave it a dbl whammy down. All other openweb peers(MGNI DSP Roku etc) bounced 25%+ since the 11-21 correction whilst TTD flat to negative. Ought to bounce to 44+ by end Jan imho"  
[X Link](https://x.com/jdonovan42/status/2004587114793480530)  2025-12-26T16:16Z [---] followers, [--] engagements


"@epictrades1 Add the QQQ removal selloff to it and it is way oversold vs. other openweb ad peers up 20%+ since 8-21 mkt. correction. Agree"  
[X Link](https://x.com/jdonovan42/status/2004587512686338293)  2025-12-26T16:18Z [---] followers, [--] engagements


"@InvestorDenis Good write up thx. One pt of clarification on NFLX/ Roku. Up to mid 25' TTD & Goog were the only dsp in NFLX/Roku. Now both platforms have expanded to amzn/yahoo. So TTD still is a partner selling their inventory. Amzn has 1p shopper data advantage=why big selloff fears occurred"  
[X Link](https://x.com/jdonovan42/status/2004672616322437460)  2025-12-26T21:56Z [---] followers, [---] engagements


"@SatoshiFlipper Yes and same w/stocks and the never ending posts about passive institutional ownership(=ETF) changes"  
[X Link](https://x.com/jdonovan42/status/2006006217647480861)  2025-12-30T14:15Z [---] followers, [--] engagements


"@anandragn You think this price action to the downgrade from a no-name analyst Or more shakeout before break out BS"  
[X Link](https://x.com/jdonovan42/status/2007185468484694380)  2026-01-02T20:21Z [---] followers, [---] engagements


"@Selling4Premium In every single way this is the top pick for [----]. Charts fundies sentiment analyst calls. So I guess this is exactly why it is not. Staying long but man.you right"  
[X Link](https://x.com/jdonovan42/status/2007188836171083847)  2026-01-02T20:34Z [---] followers, [--] engagements


"@OnlyMajorMoves_ If they can balance the wings(input costs way down) vs. sandwiches/tenders(input costs up) mix and then get existing same store sales up cld be a huge winner. esp into superbwl/march madness season here"  
[X Link](https://x.com/jdonovan42/status/2009256116228665760)  2026-01-08T13:29Z [---] followers, [--] engagements


"@ivincentdelisi Best barbell heavy $TNA and $AMZU"  
[X Link](https://x.com/jdonovan42/status/2009363689766523294)  2026-01-08T20:36Z [---] followers, [--] engagements


"@InvestorDenis Just re-entered a starter. Vol shelf says 31-33 if more declines. Do you have a timeframe on that "Active Positions" Imagine if all the noise on slowdown is simply 24' election was headwind & 26' MT election is tailwind and its back to 20%+growth vs. street 16% now Back to 70+"  
[X Link](https://x.com/jdonovan42/status/2010088783488922104)  2026-01-10T20:38Z [---] followers, [---] engagements


"@InvestorDenis Factually the 24' pres election was worth 4-5 points of growth in 2h 25'(source CEO TTD & confirmed by analysts). Now the mid term elections in 26' will be a 4-5 pt tailwind ;) (source: 3rd party ad forecasts)"  
[X Link](https://x.com/jdonovan42/status/2010089242735849724)  2026-01-10T20:39Z [---] followers, [--] engagements


"@masarufund Gd risk reward. That Dec 19th 50M share volume at and after close was triple opex and TTD removal from the QQQ. Tough to tell if it was a bullish darkpool or not"  
[X Link](https://x.com/jdonovan42/status/2010111627342016614)  2026-01-10T22:08Z [---] followers, [--] engagements


"@smizonx @bravosresearch Grt overview thx. Outside of [--] print above [--] in March the Mfg. ISM says we've been in a mfg. recession for [--] straight months. Longer than both the .com(14 months) and the GFC(18 months). Bet we are closer to coming "out" of one there than going in"  
[X Link](https://x.com/jdonovan42/status/2010718020013093131)  2026-01-12T14:18Z [---] followers, [--] engagements


"@BradAT Yep. You mean truly interactive speaking into phone or directly to TV in a more seamless way right It is sort of interactive but so clunky I don't use it"  
[X Link](https://x.com/jdonovan42/status/2010851147683189047)  2026-01-12T23:07Z [---] followers, [--] engagements


"@cvotrades I can now see why so many longs hate being in this stock. Every single thing going for it fundamentally and even when chart shaped up it just trades shxt. Bezos and ex cont'd dumping is all I can guess"  
[X Link](https://x.com/jdonovan42/status/2011543330489057370)  2026-01-14T20:57Z [---] followers, [---] engagements


"@FibonacciInves1 What drives such confidence in the $TLT"  
[X Link](https://x.com/jdonovan42/status/2011640976159490395)  2026-01-15T03:25Z [---] followers, [---] engagements


"@FibonacciInves1 Okay. Cuts effects on mkts are nuanced. Depends on the condition rate cuts occur into. Can be bullish or bearish. Cuts this near ATH's historically been bullish but if mkt starts to correct cld be signaling recession. Then 20% corrections comes. I guess that is your view"  
[X Link](https://x.com/jdonovan42/status/2011756854804897888)  2026-01-15T11:06Z [---] followers, [--] engagements


"@FibonacciInves1 The bullish run in silver and small caps breaking above LT trendline vs. tech would be curious if recession were nigh but this can also change in a flash"  
[X Link](https://x.com/jdonovan42/status/2011798957832232986)  2026-01-15T13:53Z [---] followers, [--] engagements


"@InvestorDenis Yep. I have to admit I bought after tax loss and QQQ removal thinking dead cat bounce at least. This thing is brutal. Even CrackerBarrel a top S&P loser bounced 56% since the Nov bottom"  
[X Link](https://x.com/jdonovan42/status/2011840168567906608)  2026-01-15T16:37Z [---] followers, [--] engagements


"@The_RockTrading Def nice retest. How hard is it to hold a simple 1% gain with ridiculously bullish analyst notes fundamentals shaped up chart. Only in since Nov. but never seen such weak axss price action on such a grt co. Guess I am learning the amzn way here. Ugh"  
[X Link](https://x.com/jdonovan42/status/2011891504277831725)  2026-01-15T20:01Z [---] followers, [---] engagements


"@DDBlakeFischer @KobeissiLetter BTW my buddies in trades know better than you (a CPA )to post such a stupid chart. Illiquid home values drive the red line vs. liquid assets drive the rest. But you didn't know that"  
[X Link](https://x.com/jdonovan42/status/2011977944080556170)  2026-01-16T01:44Z [---] followers, [--] engagements


"@DDBlakeFischer @Starbase_42 @KobeissiLetter BTW my buddies in trades know better than you (a CPA )to post such a stupid chart. Illiquid home values drive the red line vs. liquid assets drive the rest. But you didn't know that3"  
[X Link](https://x.com/jdonovan42/status/2011979006413861333)  2026-01-16T01:49Z [---] followers, [--] engagements


"$AMZN Claude busting through out of nowhere to #1. Likely due to the "ChatGPT moment" around "Claude Co-Work" non coding version for office apps work. AMZN $8B or 15% ownership in Anthropic Key driver to AWS growing to 30% in [----] and higher beyond A remarkable increase in token consumption this week with Opus [---] growing massively. https://t.co/sJ3NmaBMRO A remarkable increase in token consumption this week with Opus [---] growing massively. https://t.co/sJ3NmaBMRO"  
[X Link](https://x.com/jdonovan42/status/2012162048180781126)  2026-01-16T13:56Z [---] followers, [--] engagements


"@godofprompt You think the Anthropic Co Work is the real deal Many saying its their ChatGpt moment. Agentic from all talking about it to doing it"  
[X Link](https://x.com/jdonovan42/status/2012616888442851346)  2026-01-17T20:03Z [---] followers, [--] engagements


"@levenson_david @NickTimiraos Im independent and wide open mind and no labels. But what makes you speak for 90% of Americans who contribute 10-15 pct points less to consumer spending due to inflation that was declining since tariffs stopped the decline Maybe jobs will improve but they are bad now"  
[X Link](https://x.com/jdonovan42/status/2013365212917670240)  2026-01-19T21:37Z [---] followers, [----] engagements


"@levenson_david @NickTimiraos You dont have to insult people unless you are insecure. GDP can be great while 2-3rds of our citizens suffer. Pls show us the GDP growth breakdown by its key subsets Mr. Econ [---]. Btw were all for reshoring. It had to start somewhere. But that doesnt mean things are good now"  
[X Link](https://x.com/jdonovan42/status/2013385473176051920)  2026-01-19T22:57Z [---] followers, [---] engagements


"US Supreme Court Likely To Decide On Legality Of Trump's Tariffs Today To get epaper daily on your whatsapp click here: https://whatsapp.freepressjournal.in https://freepressjournal.in/world/us-supreme-court-likely-to-decide-on-legality-of-trumps-tariffs-today https://whatsapp.freepressjournal.in https://freepressjournal.in/world/us-supreme-court-likely-to-decide-on-legality-of-trumps-tariffs-today"  
[X Link](https://x.com/jdonovan42/status/2013588753554538554)  2026-01-20T12:25Z [---] followers, [--] engagements


"@jbulltard1 Yep. Nov. Index vol cancelled out a solid ER print & price reaction. So figured finally a no brainer to own this stk heavy. Gets 300+ PT upgrades daily ChatGPT moment on Claude Co Work BOT vs human now [--] to [---] from [--] to [--] etc etc. Can't hold a .5% daily gain like huh wtf"  
[X Link](https://x.com/jdonovan42/status/2014113628681588937)  2026-01-21T23:11Z [---] followers, [---] engagements


"@stockpickerspb @Midnight_Captl I can't find anyone at all disputing MN Capital on NVDA as best. The power and cooling issue cld be only chink in the armour. But Cramer is so famously quoted for being wrong so there's a second ;) PS I do like Jim and mean no disrespect personally"  
[X Link](https://x.com/jdonovan42/status/2014120839323533684)  2026-01-21T23:40Z [---] followers, [--] engagements


"@BramVGenechten I feel like I own a yet to be discovered microcap with amzn. Fundamentals are insane future insane and everybody knows. Can't hold a .5% gain though. wtf"  
[X Link](https://x.com/jdonovan42/status/2014126127573274772)  2026-01-22T00:01Z [---] followers, [--] engagements


"@BlueMoonTrades Aging well so far grt call"  
[X Link](https://x.com/jdonovan42/status/2014398488671293785)  2026-01-22T18:03Z [---] followers, [--] engagements


"@rebound_capital Consumer LLM's commoditize and depend 100% on the open web which they are putting in a grave. Synthetic won't cut it. Enterprise is where it's at and little dependence on web. 100% agree"  
[X Link](https://x.com/jdonovan42/status/2014400031223148814)  2026-01-22T18:09Z [---] followers, [--] engagements


"@pablomartimar Why take the chance vs. amzn. Specialists stks in retail logistics digital ads & hcare destroyed=CHWY Circuit City Toys R Us Bed Bath BBuy Macy's Staples Kroger Party City UPS FDX TTD CVS Walgreens just to name a few. Good luck though I root for the underdog"  
[X Link](https://x.com/jdonovan42/status/2014415203799052467)  2026-01-22T19:09Z [---] followers, [--] engagements


"@SubuTrade 4x higher than pre [----] period 2x than 2024' and 50% higher than 25' avg. Add in put2call [--] and a ST correction is due before resumption. Under the surface lots of smallcaps up 40% YTD. Hmm"  
[X Link](https://x.com/jdonovan42/status/2014436440310964413)  2026-01-22T20:34Z [---] followers, [---] engagements


"$AMZN human to robot ratio from - [---] humans to [--] robot in [----] - [----] humans to [--] robot end [----]. And the real robotics era has only just begun. @StockMKTNewz https://t.co/FdYOMn6Wta I wonder why lol @StockMKTNewz https://t.co/FdYOMn6Wta I wonder why lol"  
[X Link](https://x.com/jdonovan42/status/2014477902578921770)  2026-01-22T23:18Z [---] followers, [--] engagements


"$AMZN $8B investment in Anthropic. Before last week's Claude's Co Work "Chat GPT moment" it added [--] pts. of growth to AWS in [----] and expected to add [--] pts of growth to AWS in [----]. IPO coming later [----]. NVIDIA CEO: "Every software company should get involved with Claude." Claude Code is the best tech invention of our generation. https://t.co/HgmwgZeckQ NVIDIA CEO: "Every software company should get involved with Claude." Claude Code is the best tech invention of our generation. https://t.co/HgmwgZeckQ"  
[X Link](https://x.com/jdonovan42/status/2014526174093865001)  2026-01-23T02:30Z [---] followers, [---] engagements


"$amzn @AmazonAds and its DSP leverages its Anthropic Claude Cowork the switching costs/share gains can happen faster than anyone cld ever imagine and not just in its DSP but in all biz segments Claude cowork can replace your entire ad research process. I asked it do creative strategy for Huel and in [--] minutes it: Analyzed Huels website Looked at the ad library to see whats already being tested Looked at amazon reviews to see what people like/dont like https://t.co/L4Gn1YaC7y Claude cowork can replace your entire ad research process. I asked it do creative strategy for Huel and in [--] minutes"  
[X Link](https://x.com/jdonovan42/status/2014729679186338251)  2026-01-23T15:59Z [---] followers, [--] engagements


"@BradPrick @Jake__Wujastyk @InversionistaM1 @SuperGrok Outside of Goog and NVDA the Mag7 have underperformed and rotated out of since mid 25' so some $ rotating back in combined with a good support from the shelf for amzn"  
[X Link](https://x.com/jdonovan42/status/2015870029233791276)  2026-01-26T19:30Z [---] followers, [--] engagements


"@PetramcoC Agree. Agent to Agent version of Koa bidding and negotiating on behalf of Pepsi et al across ALL digital r/e cld blow the doors off of the walled gardens"  
[X Link](https://x.com/jdonovan42/status/2015895196668444939)  2026-01-26T21:10Z [---] followers, [--] engagements


"@beaniemaxi @hyperion_hol Congrats to both of you"  
[X Link](https://x.com/jdonovan42/status/1988271649146236991)  2025-11-11T15:44Z [---] followers, [--] engagements


"@NoLimitGains IEEPA ruling only accounts for reciprocal tariffs =$134 B as of Dec 25' or 60% of the total. Trump is playing the negotiation game making it sound worse than actual(smart move btw). He said we have $774B to cover it spread over weeks to years"  
[X Link](https://x.com/jdonovan42/status/2011105651603488844)  2026-01-13T15:58Z [---] followers, [--] engagements


"@MinotaurStocks Unreal. Only hope I see is if Koa enables an "agent to agent" tool for brands/top agency to force walled gardens to adopt its agents to "bid into". One view across all digital r/e w/agentic bids spend measurement. No more MFA kickbacks human wine/steak dinners. Just data"  
[X Link](https://x.com/jdonovan42/status/2015886945830814023)  2026-01-26T20:37Z [---] followers, [---] engagements


"@Proctooor @stwboerse Yes I agree and def reason to question it beyond 26'. If they don't launch a successful agent to agent tool to enable brands to force the hand of walled gardens over charging them on MFA ads/fraud/fake measurement the open web door closes for good. If they do this unlocks it all"  
[X Link](https://x.com/jdonovan42/status/2016175054933921990)  2026-01-27T15:42Z [---] followers, [--] engagements


"@stateofstreamtv Yep. Also I now agree w/you re: neutrality moat is dead. **Unless a Koa "agent to agent" bid/negotiation tool is accepted by big brands/agency forcing(hold back $$) WG's to use(vs. humans at the steak house) drive down CPM's one measurement filter MFA & fraud. Am I high"  
[X Link](https://x.com/jdonovan42/status/2016603964012126685)  2026-01-28T20:07Z [---] followers, [--] engagements


"@NWFCapital Yes. If anyone is questioning Claude impact on SW here is the example. I mean Pega is the king of low code arming and leading enterprises into the agentic AI world. Posting crazy great #'s. And it is still getting slaughtered by AI fears"  
[X Link](https://x.com/jdonovan42/status/2016899721806102636)  2026-01-29T15:42Z [---] followers, [--] engagements


"@Midnight_Captl Do you have a take on any industrial type co. like a $HON or $GE etc with big push into IOT software to manage their stuff Even NVDA.Does this get hit I guess maybe not bc it is proprietary tied to the hardware"  
[X Link](https://x.com/jdonovan42/status/2016932937858531462)  2026-01-29T17:54Z [---] followers, [---] engagements


"@DudeWhoInvests AMZN has the upper hand over OpenAI in ACP(agentic commerce protocol )playground so this surprises me. I guess we can put away any fears this ACP is a threat to their retail biz now. This obviously gooses AWS on top of Anthropic momentum & reduces customer concentration"  
[X Link](https://x.com/jdonovan42/status/2017043144290758863)  2026-01-30T01:12Z [---] followers, [---] engagements


"@StockMKTNewz I get the negative response up here on X and my intial take is same esp as I have been bragging about how Anthropic was the best horse to pick in the race. ACP agentic commerce must be in the deal somehow which quells any threat vs. the retail business. We see"  
[X Link](https://x.com/jdonovan42/status/2017046302849147164)  2026-01-30T01:24Z [---] followers, [---] engagements


"@FunOfInvesting The ACP(Agentic Commerce Protocol) is(was) seen as a top threat to future of AMZN retail biz(esp WMT). I suspect part of the deal includes some big win here in ACP in addition to AWS boost & equity. Or maybe just to slow down Google"  
[X Link](https://x.com/jdonovan42/status/2017051566818164902)  2026-01-30T01:45Z [---] followers, [---] engagements


"@theroberthu @ChrisCamillo Yeah. I wonder if there is also some leverage on the ACP(Agentic Commerce Protocol) over WMT on this. Mkt head some fear this was a threat to AMZN"  
[X Link](https://x.com/jdonovan42/status/2017229650519310678)  2026-01-30T13:33Z [---] followers, [--] engagements


"@ctoLarsson One could just taste the greed. Glad you tasted it first"  
[X Link](https://x.com/jdonovan42/status/2017230573484249163)  2026-01-30T13:37Z [---] followers, [---] engagements


"A credible tough FED chair and a PPI not as hot under the surface as trade services up due to one time tariff effects on components"  
[X Link](https://x.com/jdonovan42/status/2017246911493808213)  2026-01-30T14:41Z [---] followers, [--] engagements


"@AdamoMancino @RichLightShed @TheTradeDesk "A" CFO departure not a valid reason to sell. But context is king. TSLA had [--] CFO's in [--] yrs since its IPO(2010) TTD had [--] CFO's in [--] yrs since IPO in [----]. Maybe even nothing burger there. But 3/5 total in the last [--] months This drop is not on fundamentals since [--]. 🦨"  
[X Link](https://x.com/jdonovan42/status/2017681247309348875)  2026-01-31T19:27Z [---] followers, [--] engagements


"@StocksCross @RichLightShed @TheTradeDesk The best case scenario is if CFO had a ColdPlay moment on Saturday. Anything else is worse"  
[X Link](https://x.com/jdonovan42/status/2017681701590167886)  2026-01-31T19:29Z [---] followers, [--] engagements


"@fintegrate Good stuff thx. Why won't $AAPL foldable+Smart Siri from Gemini mass upgrades dominate consumer AI over ChatGPT No position just curious. Thx"  
[X Link](https://x.com/jdonovan42/status/2017694266823258319)  2026-01-31T20:19Z [---] followers, [--] engagements


"@samanfarid Grt post thx. Data center GPU still dominate the buzz even over robotics. Is the advanced chip THE major catalyst to accelerating robotics or reshoring What are your top [--] plays still in early innings $TER $HON $AMZN $PATH Thx don't wana miss this one"  
[X Link](https://x.com/jdonovan42/status/2017697460206858252)  2026-01-31T20:32Z [---] followers, [---] engagements


"@beaniemaxi @hyperion_hol Great stream of ideas there thx. Grok+Exp. Traders+Fintwit+Sector SME's have given me a degree in [--] months here. Agree must keep mind wide open. I am overwgt TTD at [--] so def biased but conviction that buyers will stay loyal bc genuine wants to do the right thing. Best SSP's+ "  
[X Link](https://x.com/jdonovan42/status/1981742977098584539)  2025-10-24T15:21Z [---] followers, [--] engagements


"@BabaNeal007 Looks gd. Thinking about the picks and shovel monopoly spinoff stock on Uranium conversion $SOLS do you like and see a good entry point on that chart Thx"  
[X Link](https://x.com/jdonovan42/status/2011706488612659389)  2026-01-15T07:46Z [---] followers, [---] engagements


"@DGretta_Author Cmon we all mess up esp not dbl checking a chatbot's (answer at least [--] times). Fix your mistake by admitting you were wrong. Then take a prompt engineering course"  
[X Link](https://x.com/jdonovan42/status/2018328295054377376)  2026-02-02T14:18Z [---] followers, [--] engagements


"@BagholderIQ Spent an hr DD this WE & rdy to pull trigger until learned MSFT is their top competitor. Specialists across the board getting wasted by generalists. HIMS TTD NOW WDY the next Chegg's. WDYT"  
[X Link](https://x.com/jdonovan42/status/2018337037447832031)  2026-02-02T14:53Z [---] followers, [--] engagements


"@TheLongInvest Your post comes off defensive. If one doesn't agree w/your reasons for dooming it means one's "head is in the sand" Extreme selloffadv v. dec [---] Inflation 2.2% by yr end driven by [--] mo's straight shelter declines driving 40% of a lagging CPI. Hear the $KO call today"  
[X Link](https://x.com/jdonovan42/status/2018795115737911483)  2026-02-03T21:13Z [---] followers, [---] engagements


"@Mayhem4Markets Yes and I thought they finally did it back few yrs ago. But they didn't. My daughter genZ and friends love the site. Easy button never came. Low tech 3rd party commerce via partner with Wayfair RH HD Lowes anything.Unreal"  
[X Link](https://x.com/jdonovan42/status/2018829583165129073)  2026-02-03T23:30Z [---] followers, [--] engagements


"@StanleyWei4748 @eugeneng @borrowed_ideas Youtube subscriptions reduce their ad spend and Gemini will do same as they make more on subs. I suspect like NFLX there is some ideal mix btwn the two to keep growth and profits optimized. Ad $ shifting from social search web to CTV and RMN's"  
[X Link](https://x.com/jdonovan42/status/1987851111282454836)  2025-11-10T11:53Z [---] followers, [--] engagements

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