#  @jiggycapital Jiggy Capital
Jiggy Capital posts on X about $ddog, $hubs, $zs, $now the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1334841973350559744/interactions)
- [--] Week [-----] -29%
- [--] Month [------] +202%
- [--] Months [------] -19%
- [--] Year [-------] -58%
### Mentions: [--] [#](/creator/twitter::1334841973350559744/posts_active)
- [--] Month [--] +26%
- [--] Months [---] -4.90%
- [--] Year [---] -52%
### Followers: [-----] [#](/creator/twitter::1334841973350559744/followers)
- [--] Week [-----] -0.12%
- [--] Month [-----] -0.29%
- [--] Months [-----] +0.26%
- [--] Year [-----] +0.55%
### CreatorRank: [---------] [#](/creator/twitter::1334841973350559744/influencer_rank)
### Social Influence
**Social category influence**
[stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [gaming](/list/gaming) [countries](/list/countries) [currencies](/list/currencies) [exchanges](/list/exchanges)
**Social topic influence**
[$ddog](/topic/$ddog), [$hubs](/topic/$hubs), [$zs](/topic/$zs), [$now](/topic/$now), [$brbr](/topic/$brbr), [$amzn](/topic/$amzn), [$googl](/topic/$googl), [$ntdoy](/topic/$ntdoy) #18, [$fix](/topic/$fix) #15, [$site](/topic/$site)
**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@durablecreators](/creator/undefined) [@marcslans](/creator/undefined) [@comebackcap](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@pythiar](/creator/undefined) [@investornick](/creator/undefined) [@blondesnmoney](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@ccmbrett](/creator/undefined) [@svtechie](/creator/undefined) [@bucketshopcap](/creator/undefined) [@sleepysolcap](/creator/undefined) [@tidefallcapital](/creator/undefined) [@gobirds555](/creator/undefined) [@plantmath1](/creator/undefined) [@grabsg](/creator/undefined) [@alphaseeker84](/creator/undefined) [@coorslightceo](/creator/undefined) [@jasongreenwal12](/creator/undefined)
**Top assets mentioned**
[Datadog Inc (DDOG)](/topic/$ddog) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Zscaler Inc (ZS)](/topic/$zs) [Now Coin (NOW)](/topic/$now) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [SiteOne Landscape Supply, Inc. (SITE)](/topic/$site) [Mastercard, Inc. (MA)](/topic/$ma) [aelf (ELF)](/topic/$elf) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Starbucks Corporation (SBUX)](/topic/$sbux) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Insulet, Corp. (PODD)](/topic/$podd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Autodesk Inc (ADSK)](/topic/$adsk) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Rollins, Inc. (ROL)](/topic/$rol) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [InterContinental Hotels Group Plc (IHG)](/topic/$ihg) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Salesforce Inc (CRM)](/topic/$crm) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Msci Inc (MSCI)](/topic/$msci) [Microsoft Corp. (MSFT)](/topic/$msft) [Enphase Energy Inc (ENPH)](/topic/$enph) [Heima (HEI)](/topic/$hei) [IDEXX Laboratories, Inc. (IDXX)](/topic/$idxx) [KLA Corp (KLAC)](/topic/$klac) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Ryan Specialty Group Holdings, Inc (RYAN)](/topic/$ryan) [Agoric (BLD)](/topic/$bld) [#MLM (#MLM)](/topic/$mlm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Hershey Co (HSY)](/topic/$hsy) [GammaSwap (GS)](/topic/$gs) [Sea Limited (SE)](/topic/$se) [Intuit Inc. (INTU)](/topic/$intu) [Reddit, Inc. (RDDT)](/topic/$rddt) [Freshworks Inc. (FRSH)](/topic/$frsh) [Workday Inc (WDAY)](/topic/$wday) [Palo Alto Networks Inc (PANW)](/topic/$panw) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fuse (FUSE)](/topic/$fuse) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [Docusign Inc (DOCU)](/topic/$docu) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [RAI Finance (SOFI)](/topic/$sofi) [Snowflake Inc. (SNOW)](/topic/$snow) [Eli Lilly and Company (LLY)](/topic/$lly) [Modine Manufacturing Co (MOD)](/topic/$mod) [Legence Corp (LGN)](/topic/$lgn) [Connex (CONX)](/topic/$conx) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Twilio, Inc. (TWLO)](/topic/$twlo) [IES Holdings, Inc. Common Stock (IESC)](/topic/$iesc) [Vulcan Materials Company (VMC)](/topic/$vmc)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Week of 2/1 Watchlist: - $CRHC - $CONX - $SSPK - $FSRV - $STIC Last three are good value down from recent highs have shown to be liked by the SPAC market"
[X Link](https://x.com/jiggycapital/status/1355981001126797312) 2021-01-31T20:47Z [----] followers, [--] engagements
"I like $dymd close to $18 as an entry. Basically deciding if I want to sell my $TPGY for a loss to enter it strong"
[X Link](https://x.com/jiggycapital/status/1362083392930652161) 2021-02-17T16:56Z [----] followers, [--] engagements
"Entered back into $dymd at [-----] starter position"
[X Link](https://x.com/jiggycapital/status/1362093963793080320) 2021-02-17T17:38Z [----] followers, [--] engagements
"@haslas78 @SpacGuru The avg volume is slightly skewed from DA day of 8m volume (avg is 1.9m) but still the last three days of volume for $nstb have been dead if you look on a chart"
[X Link](https://x.com/jiggycapital/status/1371925253107159050) 2021-03-16T20:44Z [----] followers, [--] engagements
"@plantmath1 @PumpingStocks I hear you I really like the dual side to SoFi. Lending biz benefits from higher rates while it still has that sexy growth in other segments. Probably my favorite stock and easily my largest holding. Im looking forward to ticker change in the next 2-3 weeks"
[X Link](https://x.com/jiggycapital/status/1374393575199281167) 2021-03-23T16:12Z [----] followers, [--] engagements
"Week of 3/28 Watchlist My strategy for the next couple months best explained here. List to to potentially add (to) *d are owned: $SE* $IPOE* $STPK* $SQ $FVRR $CPNG* $AGC* $OLO* $POSH* $SSPK* $DMYD* $HZON $TPGY $CCIV* $ACTC $ROKU $RDFN* $Z Some others on there but this is the core. My goal is build out my Roth for long term. Up until recently my Roth didnt look any different than my taxable this is a great opportunity to make that change Some others on there but this is the core. My goal is build out my Roth for long term. Up until recently my Roth didnt look any different than my taxable this"
[X Link](https://x.com/jiggycapital/status/1376349816452747269) 2021-03-29T01:45Z [----] followers, [--] engagements
"4/19 Daily vs avg volume % #SPACs High side $vih 193% (-10%) $gik 150% (-7.1%) $aacq 138% (+0.2%) $sspk 135% (-8.7%) $alus 135% (-0.2%) Low side $ftcv 21% (-3.4%) $spnv 27% (-0.2%) $nstb 39% (+0.1%) $fnga 51% (+1.0%) $rtpz 53% (+0.1%) Median 82% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1384247564644409346) 2021-04-19T20:48Z [----] followers, [--] engagements
"$STPK to $STEM tomorrow I literally made this fintwit account the morning DA dropped because I was so excited about this company going public 😂 $STPK Stem Completes Business Combination with Star Peak Energy Transition Corp. Will trade as $STEM starting tomorrow 4/29 https://t.co/o1AYY54f4v $STPK Stem Completes Business Combination with Star Peak Energy Transition Corp. Will trade as $STEM starting tomorrow 4/29 https://t.co/o1AYY54f4v"
[X Link](https://x.com/jiggycapital/status/1387515075389530114) 2021-04-28T21:12Z [----] followers, [--] engagements
"4/30 Daily vs avg volume % $SPACs High side $fgna 156% (+0.2%) $pdac 138% (+0.1%) $ftoc 121% (+0.3%) $ghvi 87% (-3.4%) $nga 69% (+0.8%) Low side $rtpz 12% (+0.4%) $spnv 14% (0.0%) $gik 18% (-0.5%) $tpgy 21% (-1.4%) $alus 22% (+0.3%) Median 34% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1388240258643410949) 2021-04-30T21:14Z [----] followers, [--] engagements
"$VSPR impressive moves"
[X Link](https://x.com/jiggycapital/status/1389664559737278464) 2021-05-04T19:33Z [----] followers, [--] engagements
"$LEV/@LionElectricCo up 23%+ on ticker change day"
[X Link](https://x.com/jiggycapital/status/1390666827416621056) 2021-05-07T13:56Z [----] followers, [--] engagements
"5/13 Daily vs avg volume % $SPACs High side $iaca 306% (+0.2%) $aacq 201% (+0.1%) $stic 177% (-0.1%) $sspk 173% (-3.2%) $thcb 160% (-1.1%) Low side $spnv 28% (+0.1%) $fgna 33% (+0.3%) $fuse 39% (0.0%) $agc 40% (-3.8%) $gmii 40% (0.0%) Median 89% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1392940179871109129) 2021-05-13T20:29Z [----] followers, [--] engagements
"6/1 Daily vs avg volume % #SPACs High side $pacx 341% (0.0%) $muds 288% (-15.1%) $iaca 249% (-0.7%) $tsia 206% (-0.1%) $aacq 158% (-0.2%) Low side $gmii 7% (+0.1%) $fwaa 8% (+1.9%) $bowx 13% (-0.6%) $fst 20% (-0.6%) $fuse 23% (0.0%) Median 51% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1399822657848283143) 2021-06-01T20:18Z [----] followers, [--] engagements
"6/2 Daily vs avg volume % #SPACs High side $ftoc 573% (+0.8%) $tsia 217% (+3.5%) $actc 165% (+0.4%) $pacx 165% (+0.3%) $iaca 159% (+1.8%) Low side $alus 15% (0.0%) $fwaa 26% (-1.6%) $bowx 29% (-0.4%) $fuse 30% (+0.1%) $agc 35% (0.0%) Median 67% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1400195525887074305) 2021-06-02T21:00Z [----] followers, [--] engagements
"6/3 Daily vs avg volume % #SPACs High side $pacx 487% (-0.4%) $ftoc 166% (+2.2%) $cciv 130% (-2.2%) $sspk 121% (+1.9%) $tsia 116% (-2.3%) Low side $fwaa 2% (-0.1%) $spnv 17% (+0.5%) $alus 18% (+0.1%) $aone 24% (-0.1%) $gmii 27% (+0.2%) Median 60% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1400551291798134785) 2021-06-03T20:33Z [----] followers, [--] engagements
"6/7 Daily vs avg volume % #SPACs High side $pdac 212% (+4.5%) $ftcv 183% (+7.4%) $cciv 158% (+10.6%) $sspk 154% (+4.6%) $actc 139% (+1.1%) Low side $fwaa 3% (+1.0%) $gmii 7% (+0.2%) $spnv 9% (+0.1%) $alus 18% (+0.1%) $xpoa 20% (+0.1%) Median 50% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1401998313357025282) 2021-06-07T20:23Z [----] followers, [--] engagements
"6/11 Daily vs avg volume % #SPACs High side $bowx 429% (+1.4%) $pacx 187% (+0.3%) $sspk 172% (+11.3%) $fwaa 137% (+1.2%) $aus 118% (-0.2%) Low side $vpcc 7% (+0.3%) $xpoa 9% (+0.2%) $fst 12% (-1.4%) $spnv 14% (+0.3%) $gmii 16% (-0.1%) Median 73% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1403444860019949568) 2021-06-11T20:11Z [----] followers, [--] engagements
"6/14 Daily vs avg volume % #SPACs High side $svok 8379% (+0.6%) $pdac 293% (+3.4%) $iaca 243% (+1.3%) $actc 234% (-4.8%) $ftcv 143% (-1.1%) Low side $fst 7% (+0.7%) $bowx 7% (+0.1%) $xpoa 18% (-0.1%) $fwaa 19% (0.0%) $pacx 19% (-0.2%) Median 63% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1404532934804127746) 2021-06-14T20:15Z [----] followers, [--] engagements
"6/17 Daily vs avg volume % #SPACs High side $rtpz 1009% (+0.6%) $iaca 284% (-1.4%) $aacq 265% (-0.2%) $dcrc 161% (+0.8%) $vih 142% (-0.3%) Low side $xpoa 6% (0.0%) $spnv 8% (0.0%) $fuse 19% (-0.1%) $nstb 19% (0.0%) $agc 21% (-0.4%) Median 51% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1405638400363929605) 2021-06-17T21:28Z [----] followers, [--] engagements
"6/17 Daily vs avg volume % MCLC High side $nice 551% (+3.5%) $maps 269% (+2.0%) $shop 226% (+6.1%) $hnst 207% (-7.4%) $amd 193% (+5.5%) Low side $si 25% (-1.5%) $golf 31% (-2.4%) $dmnr 31% (+0.1%) $wmg 32% (-1.5%) $pton 34% (+3.5%) Median 81% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1405638401290813449) 2021-06-17T21:28Z [----] followers, [--] engagements
"6/22 Daily vs avg volume % #SPACs High side $alus 401% (0.0%) $nstb 193% (+0.2%) $dcrc 181% (+1.4%) $ftoc 169% (-2.0%) $svok 161% (-0.3%) Low side $kuri 5% (-0.3%) $spnv 6% (+0.3%) $xpoa 6% (+0.1%) $aus 9% (-0.1%) $srng 24% (0.0%) Median 55% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1407517705142517764) 2021-06-23T01:55Z [----] followers, [--] engagements
"6/23 Daily vs avg volume % #SPACs High side $alus 474% (-0.1%) $nstb 434% (-0.3%) $aacq 131% (+2.9%) $fst 119% (-2.5%) $iaca 116% (-0.1%) Low side $pacx 4% (-0.3%) $xpoa 5% (0.0%) $spnv 7% (0.0%) $vpcc 10% (0.0%) $aus 11% (-0.2%) Median 41% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1407795927709007880) 2021-06-23T20:21Z [----] followers, [--] engagements
"80%+ gross margins trading at 10.3x EV/2022e GP for AdTech is quite compelling 🧐 $IACB #SPAC Deal - $IACB DA w/ @innovid a "global leader in connected TV ad delivery and measurement" '21 proj. - $95M rev. / 38% '22 proj. - $130M rev. / 37% $1.1B EV / $150M PIPE Presentation - https://t.co/kPpFvJyeyN Press - https://t.co/GlBtSNpLHm https://t.co/i7oJTjdn1z #SPAC Deal - $IACB DA w/ @innovid a "global leader in connected TV ad delivery and measurement" '21 proj. - $95M rev. / 38% '22 proj. - $130M rev. / 37% $1.1B EV / $150M PIPE Presentation - https://t.co/kPpFvJyeyN Press -"
[X Link](https://x.com/jiggycapital/status/1408044232351354883) 2021-06-24T12:47Z [----] followers, [--] engagements
"6/24 Daily vs avg volume % High side $iacb 18.6k% (-1.0%) $alus 387% (+0.1%) $ngab 368% (-0.1%) $nstb 309% (+0.1%) $aacq 238% (+3.3%) Low side $xpoa 18% (-0.1%) $gmii 20% (0.0%) $sbg 21% (0.0%) $vpcc 25% (0.0%) $muds 27% (-1.1%) Median 66% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1408157176984653826) 2021-06-24T20:16Z [----] followers, [--] engagements
"Should note that $IACB warrants still finished up 20% today 🧐 6/24 Daily vs avg volume % High side $iacb 18.6k% (-1.0%) $alus 387% (+0.1%) $ngab 368% (-0.1%) $nstb 309% (+0.1%) $aacq 238% (+3.3%) Low side $xpoa 18% (-0.1%) $gmii 20% (0.0%) $sbg 21% (0.0%) $vpcc 25% (0.0%) $muds 27% (-1.1%) Median 66% https://t.co/SMx3HYRiTH 6/24 Daily vs avg volume % High side $iacb 18.6k% (-1.0%) $alus 387% (+0.1%) $ngab 368% (-0.1%) $nstb 309% (+0.1%) $aacq 238% (+3.3%) Low side $xpoa 18% (-0.1%) $gmii 20% (0.0%) $sbg 21% (0.0%) $vpcc 25% (0.0%) $muds 27% (-1.1%) Median 66% https://t.co/SMx3HYRiTH"
[X Link](https://x.com/jiggycapital/status/1408159964015775753) 2021-06-24T20:27Z [----] followers, [--] engagements
"7/1 Daily vs avg volume % #SPACs High side $fst 1567% (+11.2%) $nstb 337% (+0.2%) $enfa 301% (0.0%) $ftcv 216% (+2.1%) $fwaa 162% (-2.8%) Low side $vpcc 8% (+0.1%) $ngab 10% (-0.1%) $pacx 14% (-0.2%) $kuri 16% (-0.1%) $aus 22% (-0.1%) Median 63% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1410704281632751621) 2021-07-01T20:58Z [----] followers, [--] engagements
"7/2 Daily vs avg volume % #SPACs High side $sbg 518% (0.0%) $fst 294% (+3.2%) $kuri 202% (+0.5%) $ngab 201% (0.0%) $thcb 159% (+7.1%) Low side $gmii 2% (-0.1%) $ddmx 7% (0.0%) $iacb 8% (+0.1%) $svok 10% (-0.2%) $rtpz 11% (-0.4%) Median 41% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1411052452317642763) 2021-07-02T20:01Z [----] followers, [--] engagements
"7/6 Daily vs avg volume % #SPACs High side $sbg 681% (-0.1%) $fgna 421% (-0.2%) $fst 172% (+0.3%) $thcb 165% (+1.1%) $tpgy 115% (+2.5%) Low side $gmii 1% (0.0%) $iacb 3% (0.0%) $aus 4% (+0.1%) $svok 8% (+0.1%) $rtpz 12% (-0.1%) Median 54% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1412509591091433475) 2021-07-06T20:31Z [----] followers, [--] engagements
"7/7 Daily vs avg volume % #SPACs High side $aone 703% (0.0%) $vih 617% (-0.3%) $bowx 546% (-1.5%) $sbg 265% (0.0%) $fst 215% (-1.7%) Low side $rtpz 9% (+0.2%) $ddmx 11% (0.0%) $spnv 18% (0.0%) $enfa 31% (0.0%) $alus 33% (+1.1%) Median 72% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1412901455619665924) 2021-07-07T22:28Z [----] followers, [--] engagements
"My shopping list $Z $SE $SOFI $ETSY $STEM"
[X Link](https://x.com/jiggycapital/status/1413109039098220547) 2021-07-08T12:13Z [----] followers, [--] engagements
"7/8 Daily vs avg volume % #SPACs High side $fgna 606% (+0.1%) $sbg 448% (-0.1%) $aone 220% (-0.3%) $vih 190% (-0.7%) $seah 187% (-1.0%) Low side $gmii 3% (0.0%) $iacb 8% (-0.1%) $xpoa 10% (0.0%) $kuri 13% (-0.1%) $rtpz 14% (0.0%) Median 65% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1413257341630300165) 2021-07-08T22:03Z [----] followers, [--] engagements
"Absolutely amazing read by Mike DelPrete dug into some of it last night and now just got through it Totally agreed its required reading if you even just have interest in these companies and RE $Z $RDFN $OPEN $COMP $SPNV $EXPI thanks for sharing 🤝"
[X Link](https://x.com/jiggycapital/status/1413276754299559936) 2021-07-08T23:20Z [----] followers, [--] engagements
"7/9 Daily vs avg volume % #SPACs High side $fwaa 570% (+2.6%) $cnd 543% (+0.3%) $fgna 178% (-0.1%) $srng 130% (+0.8%) $pdac 113% (-1.0%) Low side $pacx 3% (0.0%) $gmii 6% (0.0%) $svok 7% (-0.2%) $spnv 8% (0.0%) $xpoa 11% (0.0%) Median 45% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1413596628125110274) 2021-07-09T20:31Z [----] followers, [--] engagements
"7/12 Daily vs avg volume % #SPACs High side $fgna 168% (+0.1%) $tpgy 124% (+4.2%) $cciv 100% (+5.1%) $ghvi 96% (-1.3%) $aone 97% (-0.2%) Low side $pacx 2% (0.0%) $vpcc 3% (+0.1%) $ddmx 3% (+0.1%) $fwaa 3% (0.0%) $gmii 7% (+0.1%) Median 40% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1414681620020355074) 2021-07-12T20:22Z [----] followers, [--] engagements
"7/13 Daily vs avg volume % #SPACs High side $cnd 215% (+0.3%) $aone 197% (-9.7%) $rtpz 186% (+0.1%) $iacb 163% (+0.3%) $fgna 161% (-0.9%) Low side $gmii 1% (-0.1%) $vpcc 2% (-0.1%) $svok 4% (0.0%) $aus 15% (-0.1%) $pacx 16% (-0.1%) Median 53% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1415053172410814465) 2021-07-13T20:59Z [----] followers, [--] engagements
"7/15 Daily vs avg volume % #SPACs High side $fgna 291% (+0.3%) $fuse 236% (-0.1%) $snpr 201% (0.0%) $aone 197% (-11.1%) $agc 196% (-3.7%) Low side $fwaa 7% (-3.0%) $gmii 11% (0.0%) $svok 12% (-0.1%) $pacx 12% (0.0%) $ngab 19% (-0.2%) Median 83% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1415773220943405059) 2021-07-15T20:40Z [----] followers, [--] engagements
"7/16 Daily vs avg volume % #SPACs High side $xpoa 347% (-0.2%) $fgna 233% (+8.0%) $cnd 221% (+0.9%) $agc 175% (-2.8%) $ngab 139% (-0.5%) Low side $vpcc 3% (+0.1%) $kuri 4% (-0.1%) $engfa 6% (0.0%) $svok 7% (+0.2%) $iacb 8% (-0.1%) Median 68% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1416135701242990596) 2021-07-16T20:40Z [----] followers, [--] engagements
"Week of 7/16 Biggest Movers High side $bfi+13.4% $tdup+5.7% $glbe+4.7% $v+4.1% $ma+3.8% Low side $ptra -30.2% $ddd -26.4% $amc -24.3% $dmnr -23.3% $maps -20.5%"
[X Link](https://x.com/jiggycapital/status/1416136723579523075) 2021-07-16T20:44Z [----] followers, [--] engagements
"7/20 Daily vs avg volume % #SPACs High side $RTPZ 548% (+0.1%) $FST 261% (+0.1%) $DMYI 182% (0.0%) $CND 167% (+0.4%) $CCIV 100% (+9.4%) Low side $SVOK 4% (0.0%) $VPCC 4% (+0.2%) $PACX 5% (+0.1%) $DDMX 8% (0.0%) $ISOS 11% (0.0%) Median 66% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1417581416263700483) 2021-07-20T20:25Z [----] followers, [--] engagements
"7/21 Daily vs avg volume % #SPACs High side $spnv 303% (-0.1%) $dcrc 239% (+1.1%) $thcb 225% (-3.8%) $ghvi 198% (+2.3%) $fuse 183% (+0.2%) Low side $iacb 2% (+0.2%) $gmii 2% (0.0%) $nstb 16% (0.0%) $kvsb 18% (0.0%) $enfa 19% (-0.1%) Median 76% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1417964428939735040) 2021-07-21T21:47Z [----] followers, [--] engagements
"7/22 Daily vs avg volume % #SPACs High side $xpoa 1001% (0.0%) $spnv 680% (0.0%) $fwaa 291% (+2.6%) $gmii 220% (+0.1%) $thcb 191% (-6.8%) Low side $ddmx 5% (+0.3%) $svok 6% (-0.1%) $iacb 6% (-0.4%) $dmyq 8% (+0.1%) $fuse 14% (-0.2%) Median 37% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1418324291477716995) 2021-07-22T21:37Z [----] followers, [--] engagements
"7/26 Daily vs avg volume % #SPACs High side $spnv 251% (0.0%) $srng 231% (-0.1%) $fst 164% (+6.3%) $nstb 144% (-0.1%) $fuse 132% (-0.1%) Low side $iacb 3% (-0.2%) $ennv 4% (-0.3%) $ddmx 5% (-0.1%) $pacx 7% (-0.1%) $dmyq 8% (-0.4%) Median 42% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1419785587113054209) 2021-07-26T22:23Z [----] followers, [--] engagements
"7/28 Daily vs avg volume % #SPACs High side $iacb 529% (-0.1%) $vpcc 463% (-0.3%) $dmyq 338% (-0.3%) $isos 151% (0.0%) $pdac 142% (-2.1%) Low side $ddmx 1% (0.0%) $ennv 2% (+0.1%) $svok 3% (-0.4%) $gmii 5% (0.0%) $fwaa 6% (+0.4%) Median 36% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1420522403449475073) 2021-07-28T23:11Z [----] followers, [--] engagements
"7/29 Daily vs avg volume % #SPACs High side $ftcv 316% (-3.2%) $pdac 254% (-0.2%) $fuse 254% (-0.2%) $vih 243% (+0.4%) $srng 159% (-0.1%) Low side $isos 1% (-0.3%) $svok 1% (+0.2%) $ennv 4% (-0.1%) $fwaa 4% (-1.8%) $iacb 5% (0.0%) Median 35% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1420845934171279363) 2021-07-29T20:37Z [----] followers, [--] engagements
"7/30 Daily vs avg volume % #SPACs High side $spnv 368% (-0.6%) $aus 218% (+0.2%) $ftcv 152% (-1.5%) $vpcc 121% (0.0%) $seah 100% (+0.1%) Low side $isos 1% (-0.6%) $ddmx 3% (-0.1%) $rtpz 4% (-0.1%) $fwaa 4% (+0.6%) $dmyq 6% (0.0%) Median 45% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1421208187341090822) 2021-07-30T20:36Z [----] followers, [--] engagements
"Interesting 🧐 $AGC $Z @GrabSG @AnthonyPY_Tan Honored to join the Board as @altcap $AGC merges with Grab a mission-led phenomenon in #SEAsia. I look forward to working w/ @AnthonyPY_tan @dkhos & the other Directors. https://t.co/nBKVK3uvfH @GrabSG @AnthonyPY_Tan Honored to join the Board as @altcap $AGC merges with Grab a mission-led phenomenon in #SEAsia. I look forward to working w/ @AnthonyPY_tan @dkhos & the other Directors. https://t.co/nBKVK3uvfH"
[X Link](https://x.com/jiggycapital/status/1422179829160550403) 2021-08-02T12:57Z [----] followers, [--] engagements
"8/2 Daily vs avg volume % #SPACs High side $nstb 280% (-0.2%) $seah 187% (+0.1%) $ftcv 95% (+0.5%) $snpr 83% (+0.5%) $bowx 75% (-1.9%) Low side $ennv 1% (+0.1%) $dmyq 5% (+0.4%) $isos 16% (+0.3%) $svok 17% (-0.1%) $kuri 19% (+0.3%) Median 37% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1422295245891543042) 2021-08-02T20:36Z [----] followers, [--] engagements
"$LSPD Lightspeed Payments deploys to hospitality merchants across five European markets including Germany Switzerland France Belgium and the Netherlands https://www.prnewswire.com/news-releases/lightspeed-payments-deploys-to-hospitality-merchants-across-five-european-markets-301346895.html https://www.prnewswire.com/news-releases/lightspeed-payments-deploys-to-hospitality-merchants-across-five-european-markets-301346895.html"
[X Link](https://x.com/jiggycapital/status/1422529881980776450) 2021-08-03T12:08Z [----] followers, [--] engagements
"8/4 Daily vs avg volume % #SPACs High side $ftcv 899% (+15.7%) $srng 536% (+0.1%) $pdac 263% (+0.4%) $bowx 140% (-0.9%) $seah 115% (+0.1%) Low side $isos 1% (0.0%) $iacb 2% (0.0%) $ennv 5% (+0.1%) $enfa 6% (+0.1%) $dmyq 7% (0.0%) Median 39% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1423023597057159172) 2021-08-04T20:50Z [----] followers, [--] engagements
"Big moment in accepting who I am lol Changed the @ to Jiggy Capital from Jiggy Trades. In my defense I made the username with zero thought at 6am before work amped up when $STPK DA dropped but there's no doubt I'm more an investor than trader Thank u all for this moment 🤝"
[X Link](https://x.com/jiggycapital/status/1423704614277353476) 2021-08-06T17:56Z [----] followers, [--] engagements
"$SOFI search interest going into earnings on Thursday looks great to me. That big spike last September was SoFi Stadium grand opening Higher levels than the GME fiasco where Chamath sent out that legendary tweet shilling SoFi 😂"
[X Link](https://x.com/jiggycapital/status/1424875543841890313) 2021-08-09T23:29Z [----] followers, [--] engagements
"$UPST at least I still have it in my HSA 👀"
[X Link](https://x.com/jiggycapital/status/1425187897116925956) 2021-08-10T20:10Z [----] followers, [--] engagements
"Im ready to see those $SOFI lending business numbers after $UPST $LC earnings"
[X Link](https://x.com/jiggycapital/status/1425197644075442181) 2021-08-10T20:49Z [----] followers, [--] engagements
"Next up of my holdings to analyze KPI's and Income Statements is $CRCT Cricut got taken to the woodshed after reporting Q2 earnings AH on Thurs so good time to take a look if this company intrigues you Q2 had both record number of Unique Users at 5.4M (+63% YoY) and GP at $131M"
[X Link](https://x.com/jiggycapital/status/1427026832835153923) 2021-08-15T21:58Z [----] followers, [--] engagements
"Amusing screen more for fun than anything - EV/2021e EBITDA multiple 35x - 2021-2023e EBITDA CAGR 20% Results sorted by highest EBITDA CAGR: $LOVE $PAGS $IRBT $STNE $PRPL $DIS $PSTG $SPWR $MGM $APP Most interesting to me here is $PAGS and $STNE"
[X Link](https://x.com/jiggycapital/status/1427796025243230211) 2021-08-18T00:54Z [----] followers, [--] engagements
"Interesting pop-up I got opening the $SOFI app this morning New feature allowing to track the value of your home and real estate in SoFi Relay. No clue how they track this information but quite interesting"
[X Link](https://x.com/jiggycapital/status/1429445799876960267) 2021-08-22T14:10Z [----] followers, [--] engagements
"Really sucks that $DDOG doesn't break out any different revenue streams or KPIs each quarter Only KPI we get in the 10-Q's or releases are Customers w/ ARR 100k but they mention in their annual reports total customers & ones w/ ARR 1M. Cmon bro"
[X Link](https://x.com/jiggycapital/status/1433210752639324160) 2021-09-01T23:30Z [----] followers, [--] engagements
"Week of 9/3 Biggest Movers Positive $KPLT +76% $AFRM +37% $MDB +28% $ZEV 23% $DOCN 22% Negative $JOAN -31% $OLO -18% $STNE -14% $CHWY -13% $ZM -13% Source: https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1433900269071441924) 2021-09-03T21:10Z [----] followers, [--] engagements
"Thought I would share my Income Statement and KPI Analysis of one of my new favorites $DDOG First a look of Datadog's lean growth and their land-and-expand strategy comparing R&D S&M as % rev expense to YoY rev growth 70% of Q2 [--] Rev growth came from existing customers"
[X Link](https://x.com/jiggycapital/status/1437537986019840004) 2021-09-13T22:05Z [----] followers, [--] engagements
"FAAMG vs $QQQ $SPY over the last three years $MSFT $AAPL by far best performers followed by $GOOG then $FB My fun fact of the day is $AMZN has underperformed $QQQ over the last [--] & [--] years 😮"
[X Link](https://x.com/jiggycapital/status/1444674178787987456) 2021-10-03T14:42Z [----] followers, [--] engagements
"Broad restaurant sector multiple comparison (QSR + sit down) 2021-2023 Revenue CAGR vs [----] EV/EBITDA Multiple $RRGB $TXRH $SHAK $SBUX stands out the most imo below trend line. Notable above trend line are $CMG $WING $DPZ"
[X Link](https://x.com/jiggycapital/status/1444821106393821191) 2021-10-04T00:26Z [----] followers, [--] engagements
"Cathie buying $TOST in $ARKF today 👀"
[X Link](https://x.com/jiggycapital/status/1445221983462039555) 2021-10-05T02:59Z [----] followers, [--] engagements
"Updating this $DDOG KPI thread with Q3 numbers In Q3 [----] Datadog saw its: - Largest YoY Growth since pre-covid - Largest R&D Spend as % of Revenue - Smallest S&M Spend as % of Revenue While also announcing [--] new products/features this quarter Quite the combination Thought I would share my Income Statement and KPI Analysis of one of my new favorites $DDOG First a look of Datadog's lean growth and their land-and-expand strategy comparing R&D S&M as % rev expense to YoY rev growth 70% of Q2 [--] Rev growth came from existing customers https://t.co/KWoEl8o2Cz Thought I would share my Income"
[X Link](https://x.com/jiggycapital/status/1457016177943891971) 2021-11-06T16:05Z [----] followers, [--] engagements
"$SOFI Q3 Earnings Revenue: 277M (10% Beat 28% YoY 17% QoQ) EBITDA: 10M (1000% Beat) EPS: [-----] Members: 2.94M (96% YoY 15% QoQ) Products: 4.27M (108% YoY 16% QoQ) Q4 Guide Revenue 272M-282M (-2% Miss 52% YoY 0% QoQ) EBITDA: 2M-5M (-68% Miss) $SOFI Q3 Earnings Preview Revenue: 255M (16% YoY 9% QoQ) EBITDA: 1M EPS: [-----] Q4 Guide Revenue: 282M (41% YoY 11% QoQ) EBITDA: 11M EPS: [-----] $SOFI Q3 Earnings Preview Revenue: 255M (16% YoY 9% QoQ) EBITDA: 1M EPS: [-----] Q4 Guide Revenue: 282M (41% YoY 11% QoQ) EBITDA: 11M EPS: -0.14"
[X Link](https://x.com/jiggycapital/status/1458545267481907202) 2021-11-10T21:21Z [----] followers, [--] engagements
"Extrapolating off a great $DDOG post on Saul's investing board below shows the sequential growth for revenue guidance Datadog puts out They usually guide in the 5% QoQ increase range but for Q4 this is their highest guide ever at 7.8% 👀 https://boards.fool.com/ddog-hinting-at-more-acceleration-in-q4-34971501.aspxsort=whole#34971501 https://boards.fool.com/ddog-hinting-at-more-acceleration-in-q4-34971501.aspxsort=whole#34971501"
[X Link](https://x.com/jiggycapital/status/1459150107467726851) 2021-11-12T13:24Z [----] followers, [--] engagements
"Can someone explain to me why $BILL is treated and valued as a SaaS company From what I'm seeing this is a semi new revenue makeup going heavily transaction based but shouldn't this pose a re-rate Financials weren't as impressive as I'd hoped as well gonna pass here 🤷♂"
[X Link](https://x.com/jiggycapital/status/1459170986981568518) 2021-11-12T14:47Z [----] followers, [--] engagements
"Should be a fun week Holdings reporting: $SE $DLO Following: $HD $TGT $TJX $INTU $PANW #earnings for the week https://t.co/lObOE0dgsr $BABA $NVDA $WMT $TSN $TGT $HD $LCID $SE $RAIL $M $AMAT $LOW $BIDU $JD $OEG $GMBL $ZIM $OTLY $CSCO $HHR $POWW $RMBL $TJX $KSS $FL $STNE $BFLY $WMG $IDEX $JMIA $KLIC $SONO $ACM $IQ $BILI $VBLT $PTN $KALA $NTES $CSIQ $CMAX $AAP https://t.co/IfPFCwJkoG #earnings for the week https://t.co/lObOE0dgsr $BABA $NVDA $WMT $TSN $TGT $HD $LCID $SE $RAIL $M $AMAT $LOW $BIDU $JD $OEG $GMBL $ZIM $OTLY $CSCO $HHR $POWW $RMBL $TJX $KSS $FL $STNE $BFLY $WMG $IDEX $JMIA $KLIC"
[X Link](https://x.com/jiggycapital/status/1459523969372110852) 2021-11-13T14:10Z [----] followers, [--] engagements
"Datadog partners with Confluent to provide deep visibility into the health and performance of fully managed cloud-native Apache Kafka clusters Love to see this collab between two holdings $DDOG $CFLT https://investors.datadoghq.com/news-releases/news-release-details/datadog-announces-real-time-monitoring-confluent-cloud https://investors.datadoghq.com/news-releases/news-release-details/datadog-announces-real-time-monitoring-confluent-cloud"
[X Link](https://x.com/jiggycapital/status/1461443920324399112) 2021-11-18T21:19Z [----] followers, [--] engagements
"Cloud Infrastructure Rule of [--] Scores I value a mix of high growth paired with positive FCF margins (shown in green) or within 10% (orange) $SNOW $DDOG $CRWD $ZS $ESTC $DOCN all stand out here to me Only ones not in my port are $SNOW and $ZS which I hope to own soon"
[X Link](https://x.com/jiggycapital/status/1461463556289880071) 2021-11-18T22:37Z [----] followers, [---] engagements
"Am I crazy enough to buy $ZS at absolute peak multiples 🧐 (I plan on at least waiting until Q3 report)"
[X Link](https://x.com/jiggycapital/status/1462150205537767434) 2021-11-20T20:05Z [----] followers, [--] engagements
"12/9 Daily vs Average Volume High Side $RH 636% (+5%) $S 523% (-1%) $SFIX 389% (+6%) $LULU 331% (-2%) $ROKY 330% (-8%) Low Side $ZIP 28% (-3%) $OTLY 33% (-2%) $BROS 35% (-3%) $SHAK 36% (-5%) $CHGG 37% (-3%) Median 73% -3.3%"
[X Link](https://x.com/jiggycapital/status/1469075613810049031) 2021-12-09T22:44Z [----] followers, [--] engagements
"12/10 Daily vs Average Volume High Side $CXM 594% (+11%) $FIGS 570% (-21%) $CHWY 432% (-8%) $LESL 298% (0%) $S 265% (+5%) Low Side $APP 28% (0%) $CRCT 32% (+1%) $PSFE 33% (-1%) $CELH 34% (-1%) $TTD 34% (-1%) Median 69% -1.3%"
[X Link](https://x.com/jiggycapital/status/1469422895835201540) 2021-12-10T21:44Z [----] followers, [--] engagements
"Created fwd looking Rule of [--] SaaS Scores using [----] proj for FCF via Tikr Green: +FCF Margins Orange: -10% FCF Margins Red: -10% FCF Margins $DLO $SNOW $ZI $CRWD $GLBE $ZS $ADBE $NOW $DDOG $PANW $DT $TEAM $ZM $PLTR $MSFT $ADSK $SHOP $OKTA $HUBS $CRM $DOCN $SEMR $TASK $NET"
[X Link](https://x.com/jiggycapital/status/1469805046460301318) 2021-12-11T23:03Z [----] followers, [---] engagements
"For my continued very amateur software financials presentation I've created the Jiggy Capital (JC) Score - my take on a modified PEG score: [----] Rule of [--] Score / (EV/2022 Gross Profit Multiple) $PANW $ADSK $CRM $TASK $ZI $SPLK $HUBS $ZM $PD $DT $FIVN $AYX $ADBE $NICE $MSFT"
[X Link](https://x.com/jiggycapital/status/1469820814849675267) 2021-12-12T00:06Z [----] followers, [---] engagements
"Top 2022e FCF Margins $V 57% $EVVTY 51% $MA 46% $ADBE 41% $DLO 40% $ZI 38% $TTD 35% $FTNT 35% $PANW 33% $MSFT 33% $NOW 31% $ATVI 31% $INTU 30% $DT 30% $CRWD 30% $NVDA 29% $TEAM 29% $EBAY 28% $ADSK 28% $NICE 28% $FVRR 28% $EA 28% $PUBM 27% $GOOG 26% $UPST 26% $ETSY 26% $AAPL 25%"
[X Link](https://x.com/jiggycapital/status/1470080929171398660) 2021-12-12T17:19Z [----] followers, [---] engagements
"Q3 13F filings checks out $ZI"
[X Link](https://x.com/jiggycapital/status/1471190703778811909) 2021-12-15T18:49Z [----] followers, [--] engagements
"2021 Biggest Movers Positive $UPST 271% $MARA 214% $INMD 197% $ASAN 152% $FTNT 141% $LC 129% $NVDA 125% $DDD 106% $CROX 105% $DKS 105% $SPT 100% $SI 99% $BILL 83% $DDOG 81% $NET 73% $SWAV 72% $INTU 69% $NEWR 68% $HUBS 66% $GOOG 65% $TEAM 63% $LYV 63% $LOW 61% $ZS 61% $AMD 57%"
[X Link](https://x.com/jiggycapital/status/1477042292376678406) 2021-12-31T22:21Z [----] followers, [--] engagements
"3% Promo margin interest rate with 5% after promo expires in June in SoFi Invest"
[X Link](https://x.com/jiggycapital/status/1489659039566942212) 2022-02-04T17:56Z [----] followers, [--] engagements
"Investment property loans from SoFi Loans"
[X Link](https://x.com/jiggycapital/status/1489659318760787969) 2022-02-04T17:57Z [----] followers, [--] engagements
"$CRM is interesting to me here feels pretty cheap They don't report until March 1st sadly"
[X Link](https://x.com/jiggycapital/status/1491241431205556224) 2022-02-09T02:43Z [----] followers, [--] engagements
"Created a live tracker for [--] ETFs I find interesting $WCLD - WisdonTree Cloud Computing $IGV - iShares Software $WCBR - WisdomTree Cybersecurity $PLAT - WisdomTree Growth Leaders The sheet will auto update weighting % and ETF-weighted FCF Yield % https://docs.google.com/spreadsheets/d/1klYQZeJTNBU7FMrA6opzrfj5PohnQJPH1AQzVuA2qLg/editusp=sharing https://docs.google.com/spreadsheets/d/1klYQZeJTNBU7FMrA6opzrfj5PohnQJPH1AQzVuA2qLg/editusp=sharing"
[X Link](https://x.com/jiggycapital/status/1495438081436049415) 2022-02-20T16:39Z [----] followers, [--] engagements
"$IGV - iShares Tech-Software Expense Ratio: 0.43% ETF-Weighted FCF Yield: 2.63% ETF-Weighted Market Cap: 268.8B Average Weight: 0.78% Top [--] Weight: 51% Top [--] Holdings: $MSFT 9.0% $CRM 7.8% $ADBE 7.3% $INTU 6.5% $ORCL 5.8% $NOW 5.3% $ATVI 3.0% $ADSK 2.3% $PANW 2.3% $SNPS 2.1%"
[X Link](https://x.com/jiggycapital/status/1495474988891226113) 2022-02-20T19:06Z [----] followers, [--] engagements
"$WCBR - WisdomTree Cybersecurity Expense Ratio: 0.45% ETF-Weighted FCF Yield: 2.00% ETF-Weighted Market Cap: 21.2B Average Weight: 3.7% Top [--] Weight: 52% Top [--] Holdings: $DDOG 7.6% $PANW 6.8% $RPD 5.1% $NET 4.9% $TENB 4.9% $FTNT 4.9% $ZS 4.7% $TMICY 4.3% $OKTA 4.3% $SAIL 4.2%"
[X Link](https://x.com/jiggycapital/status/1495474992787689480) 2022-02-20T19:06Z [----] followers, [--] engagements
"Yet another month of higher than expected portfolio turnover but I've never felt better about how the ports constructed Entered: $IGV $SHOP Added to: $GOOG $TEAM $WCLD $NOW $CRWD $SNOW $FRSH $SPT $DLO $MDB Trimmed: $DOCN $SOFI Exited: $ZEN $ZS $SEMR $BRZE $TWLO $NET $INTU March Portfolio 14% - $DDOG 11% - $IGV 8% - $GOOG 6% - $WCLD $TEAM $NOW $BILL $CRWD 5% - $HUBS $SNOW $DOCN $FRSH 4% - $SPT $DLO $MDB $SHOP 2% - $S 1% - $SOFI Cash 0% https://t.co/waG7T0PrT8 March Portfolio 14% - $DDOG 11% - $IGV 8% - $GOOG 6% - $WCLD $TEAM $NOW $BILL $CRWD 5% - $HUBS $SNOW $DOCN $FRSH 4% - $SPT $DLO $MDB"
[X Link](https://x.com/jiggycapital/status/1497588035281735682) 2022-02-26T15:03Z [----] followers, [--] engagements
"Hilarious that I thought the CHIPS act was passed way long ago last year but naw and that 55B in semi manufacturing subsidies is still upside to come Good ol government efficiency with [--] mo between votes on different bills that include the CHIPS act that still needs resolution"
[X Link](https://x.com/jiggycapital/status/1502341741696987143) 2022-03-11T17:52Z [----] followers, [--] engagements
"Datadog the first name I think of when I hear defensive software 😂 Goldman Sachs Picks Defensive' Software Stocks to Help You Navigate Turbulence $MSFT $CRM $DDOG $INTU $WDAY Goldman Sachs Picks Defensive' Software Stocks to Help You Navigate Turbulence $MSFT $CRM $DDOG $INTU $WDAY"
[X Link](https://x.com/jiggycapital/status/1531654551073345541) 2022-05-31T15:11Z [----] followers, [--] engagements
"When is $ABNB interesting to you Now 5%-15% Lower 20%+ Lower Now 5%-15% Lower 20%+ Lower"
[X Link](https://x.com/jiggycapital/status/1533467080963817473) 2022-06-05T15:13Z [----] followers, [--] engagements
"Hope to put out my portfolio review substack post in the next week Putting this out there for myself so I actually finish the write up this time after missing end of Q1 😅 Ive already had three portfolio moves this week selling out of $FICO and $TYL and entering $MA"
[X Link](https://x.com/jiggycapital/status/1545433494301671425) 2022-07-08T15:43Z [----] followers, [--] engagements
"What an insane historical enterprise value chart for $TWLO First reached their current enterprise value of 11.4B in February 2019"
[X Link](https://x.com/jiggycapital/status/1548147584199380995) 2022-07-16T03:28Z [----] followers, [--] engagements
"My top [--] holdings margin profile trends: $TEAM - Both FCF and OpInc has dipped as company has said it's heavily reinvesting $DDOG - First time being TTM OpInc positive 👀 $NOW - FCF margins have held steady but OpInc has dipped $HUBS - BL margins noticeably dipped this past Q"
[X Link](https://x.com/jiggycapital/status/1556476886448066562) 2022-08-08T03:06Z [----] followers, [--] engagements
"New $MA SpendingPulse report on August data and Holiday Season forecasts"
[X Link](https://x.com/jiggycapital/status/1569311316443103235) 2022-09-12T13:05Z [----] followers, [--] engagements
"Anyone have an idea of what current $CRM non-gaap S&M % look like Their def is net SBC and amort of purch intangibles but not seeing prev # in 10Ks or ER FY22 S&M: 14.4B - 1.1B S&M SBC - = 50.1% of revs FY26 S&M % Rev goal of 35%"
[X Link](https://x.com/jiggycapital/status/1574554121230745605) 2022-09-27T00:18Z [----] followers, [--] engagements
"Growth price action vs broad market has continued to be interesting on this next leg down Another example today is $DDOG and growth bouncing off lows but $GOOG and broad market with no bounce"
[X Link](https://x.com/jiggycapital/status/1574819891684773889) 2022-09-27T17:54Z [----] followers, [--] engagements
"The current landscape of software FedRAMP clearance High Impact: $AMZN $MSFT $GOOG $ZS $CRM $OKTA $CYBR $AXON Medium Impact: $PANW $ESTC $DT $DDOG $COUP $ADSK $ADBE $CRWD $PLTR $WDAY $SNOW $NET $NEWR $QLYS $TENB $DOCU $TYL $SPLK $SMAR $ZM $INFA $S Low Impact: $TEAM $CXM $ZEN"
[X Link](https://x.com/jiggycapital/status/1578754955602964481) 2022-10-08T14:31Z [----] followers, [---] engagements
"Top [--] technology stocks highest above their 52w lows: $CPNG 81% $GENI 79% $RBLX 64% $PWSC 56% $COIN 52% $SEMR 52% $CHWY 48% $GLBE 47% $FOUR 45% $SQSP 45% $TOST 43% $PCTY 42% $NFLX 41% $SPT 41% $SNOW 38% $ZI 38% $ETSY 38% $GTLB 37% $CFLT 35% $PINS 32%"
[X Link](https://x.com/jiggycapital/status/1581678570560446464) 2022-10-16T16:08Z [----] followers, [---] engagements
"Technology stocks closest to their 52w low: $VEEV 0% $SQ 0% $PATH 0% $DDOG 0% $RVLV 0% $SE 1% $DOCS 1% $FVRR 1% $SOFI 1% $W 1% $BLND 1% $UPWK 1% $NOW 1% $ROKY 2% $FSLY 2% $TENB 2% $CARG 2% $ICE 2% $TWLO 2% $PD 2% $GOOG 2% $NICE 2% $PDG 2% $MCO 2% $TDUP 2% $U 2% $ADI 2%"
[X Link](https://x.com/jiggycapital/status/1581678572174921729) 2022-10-16T16:08Z [----] followers, [--] engagements
"Me trying not to ape into $COST"
[X Link](https://x.com/jiggycapital/status/1584382811343323136) 2022-10-24T03:14Z [----] followers, [--] engagements
"Im sorry for tempting the market gods and even muttering the words yeeted -20% on earnings $TEAM 🥲 I was most nervous about $HUBS being yeeted -20% on earnings (esp after ZI) given importance of new logos driving NNARR so of course its up double digits AH lolI will take it 😂 I was most nervous about $HUBS being yeeted -20% on earnings (esp after ZI) given importance of new logos driving NNARR so of course its up double digits AH lolI will take it 😂"
[X Link](https://x.com/jiggycapital/status/1588268354195935233) 2022-11-03T20:34Z [----] followers, [--] engagements
"Entered another starter position today to push me to do more work on in $FND Thought about just adding $HD to my recent $LOW entry but like the prospects of our hardwood floor megastore overlord Small starter positions in $LOW and $VEEV for me this morning that Id like to own LT Will have fun reading up on these names and would appreciate any pods or write ups recs Listened to the recent $HD BB pod already of course Small starter positions in $LOW and $VEEV for me this morning that Id like to own LT Will have fun reading up on these names and would appreciate any pods or write ups recs"
[X Link](https://x.com/jiggycapital/status/1593655104095199233) 2022-11-18T17:19Z [----] followers, [--] engagements
"January Portfolio 14% - $IGV 13% - $QQQE 11% - $RSP 7% - $NOW $DDOG 6% - $LULU $RHS $HUBS 5% - $AMZN $MA $GOOG 4% - $SNPS $MSCI $FND $CMG 3% - $TXRH Cash: -3%"
[X Link](https://x.com/jiggycapital/status/1608938654982090753) 2022-12-30T21:30Z [----] followers, [----] engagements
"@BucknSF Databricks recruiter still emailing me constantly"
[X Link](https://x.com/jiggycapital/status/1612578182678323201) 2023-01-09T22:32Z [----] followers, [---] engagements
"May I interest you in a compounder rollup pest control co at 45x P/E So ridiculous it's held that multiple for so long I'm semi intrigued 😂 $ROL"
[X Link](https://x.com/jiggycapital/status/1613323065621975040) 2023-01-11T23:52Z [----] followers, [----] engagements
"$CMG ran pretty hard into earnings 11% TL + double miss is fair for move back to prices not seen since last Wednesday 😂 Guided that this Q was bottom in SSS and [---] store openings their most ever. TTM openings ticking back up w/ strong [--] guide and nice YoY margin gains still"
[X Link](https://x.com/jiggycapital/status/1623304859704258561) 2023-02-08T12:56Z [----] followers, [----] engagements
"Feel like I laid my cards out that Im a dummy a long time ago so no shame in silly question here I went from owning zero ADRs to now [--] is it actually worth owning the ordinary shares vs ADRs And if so easiest way to do so Fidelity or IBKR"
[X Link](https://x.com/jiggycapital/status/1623685675089264641) 2023-02-09T14:10Z [----] followers, [----] engagements
"@ecommerceshares @JonahLupton $CDR.WA 🤌"
[X Link](https://x.com/jiggycapital/status/1628229222824042497) 2023-02-22T03:04Z [----] followers, [---] engagements
"What do we think the right multiple/valuation is for $ENPH"
[X Link](https://x.com/jiggycapital/status/1631648928364994562) 2023-03-03T13:33Z [----] followers, [----] engagements
"$AMPL customer data trends from annual disclosures - 1mm+ ARR customers adds came to a pretty big halt in [----] with only one net add - 100k+ ARR custs held in relatively better but still neg net new adds YoY - Gen paying custs net adds was flat which is better than I expected"
[X Link](https://x.com/jiggycapital/status/1645969880519254021) 2023-04-12T01:59Z [----] followers, [---] engagements
"New $CMG all time high 🤝 Getting chipotle after earnings beats is truly the simple things in life think this is my best ever $ winner Sup haters https://t.co/viNrpH4LKW Sup haters https://t.co/viNrpH4LKW"
[X Link](https://x.com/jiggycapital/status/1651224385808629763) 2023-04-26T13:59Z [----] followers, [----] engagements
"May Portfolio: 7% - $HUBS 6% - $PYPL $AMZN $NOW $QQQE $IGV $CMG 5% - $DDOG $MA $LULU $ENPH $NTDOY 4% - $ZS $TXRH 3% - $ADYEY $BILL $AMPL $PCOR $GTLB $NRDS 1% - $OTGLY $ATZAF Cash: 5%"
[X Link](https://x.com/jiggycapital/status/1652313459281866753) 2023-04-29T14:06Z [----] followers, [----] engagements
"With $MSFT strength all of the current rage curious what people smarter than me think of as the best-of-breed SaaS co that has best relationship/co-selling $ZS feels like its up there"
[X Link](https://x.com/jiggycapital/status/1653028668371763200) 2023-05-01T13:28Z [----] followers, [----] engagements
"I had a [---] avg on $FICO and sold it because I was worried about scores demand into interest rate hikes cycle Little did I know they could just flex their monopoly and price gauge their way out and here we are a double later 🥲 I am retail Hope to put out my portfolio review substack post in the next week Putting this out there for myself so I actually finish the write up this time after missing end of Q1 😅 Ive already had three portfolio moves this week selling out of $FICO and $TYL and entering $MA Hope to put out my portfolio review substack post in the next week Putting this out there"
[X Link](https://x.com/jiggycapital/status/1653107853635248160) 2023-05-01T18:43Z [----] followers, [----] engagements
"I am now an $ADBE long 🤝 Think there is a lot of unjust narrative overhang when the actual company is performing quite well set and to grow EPS DD for quite some time Getting pretty much market multiple for that dynamic is pretty damn interesting to me here"
[X Link](https://x.com/jiggycapital/status/1658104125085589506) 2023-05-15T13:36Z [----] followers, [----] engagements
"I mean someone large is gotta be blowing out of $AMPL today unless Im missing news 😂"
[X Link](https://x.com/jiggycapital/status/1658493869682507779) 2023-05-16T15:25Z [----] followers, [----] engagements
"1.5B buyback might not be the best use of capital for $NOW from the cheap seats"
[X Link](https://x.com/jiggycapital/status/1658571310828605445) 2023-05-16T20:33Z [----] followers, [--] engagements
"Think Zettle is next on chopping block for $PYPL"
[X Link](https://x.com/jiggycapital/status/1658887870931664916) 2023-05-17T17:31Z [----] followers, [--] engagements
"Lack of buyers stepping into $PYPL here is pretty depressing if I must say"
[X Link](https://x.com/jiggycapital/status/1659195654638555136) 2023-05-18T13:54Z [----] followers, [----] engagements
"$ULTA back under 20x fwd P/E has caught my attention seems pretty reasonable if you think beauty can hold up. I'm still salty I missed out on $ELF so bad lol They smashed SSS expects last Q and impressive that it's coming from txns not price"
[X Link](https://x.com/jiggycapital/status/1660977385578151937) 2023-05-23T11:54Z [----] followers, [----] engagements
"$ADBE The all new Generative Fill in @Photoshop changes everything Remove complex objects add/replace elements seamlessly extend your images and more. #AdobeFirefly https://t.co/Y4CWeWqqqd The all new Generative Fill in @Photoshop changes everything Remove complex objects add/replace elements seamlessly extend your images and more. #AdobeFirefly https://t.co/Y4CWeWqqqd"
[X Link](https://x.com/jiggycapital/status/1661019501083906048) 2023-05-23T14:41Z [----] followers, [----] engagements
"@US_Dhuga Yeah going from $ULTA to $FL was a pretty interesting move. New ulta ceo been with the company for a decade+ starting as CMO What I like about ulta is theres a large assortment of price ranges there to cater to different buyer types and they got a banger of a loyalty program"
[X Link](https://x.com/jiggycapital/status/1661030807790551040) 2023-05-23T15:26Z [----] followers, [--] engagements
"Its funny how I could see how $ADBE generative fill democratizes creative cloud outside graphic designers and seats see uplift or productivity gains contract number of seats needed at org Will be fun to see play out but damn are we witnessing some exciting innovation quickly"
[X Link](https://x.com/jiggycapital/status/1661359884842020866) 2023-05-24T13:13Z [----] followers, [--] engagements
"Looks like $ADBE pricing strategy around generative fill will be X amount of generate credits per CC seat and up charge for additional usage Theyre currently footing the bill in Beta testing which makes sense"
[X Link](https://x.com/jiggycapital/status/1661814238589976580) 2023-06-24T18:37Z [----] followers, 13.7K engagements
"Market giving me another shot at $TSCO looks like 👀"
[X Link](https://x.com/jiggycapital/status/1662872759276273665) 2023-05-28T17:25Z [----] followers, [--] engagements
"@marc_slans Yeah I saw that will be something to monitor but I feel pretty good about $TSCO management being able to defend if needed All retail stocks have been selling off pretty hard lately maybe some $LOW related sell-off in there but think 20x P/E is pretty attractive here"
[X Link](https://x.com/jiggycapital/status/1663175905387134976) 2023-05-29T13:30Z [----] followers, [--] engagements
"$PYPL honestly so funny for this"
[X Link](https://x.com/jiggycapital/status/1663623495660519425) 2023-05-30T19:08Z [----] followers, [--] engagements
"$SBUX growing units double digits still on a 36k base is pretty wild if you ask me"
[X Link](https://x.com/jiggycapital/status/1663892791175389186) 2023-05-31T12:58Z [----] followers, [--] engagements
"June Portfolio 8% - $PYPL $ZS 7% - $HUBS $NOW 6% - $AMZN $ADBE $DDOG 5% - $ENPH $CMG $NTDOY 4% - $MA $LULU $ULTA 3% - $CDR.WA $ADYEY $TXRH $AMPL $ATZ.TO $TSCO 1% - $FWRG Cash: 6%"
[X Link](https://x.com/jiggycapital/status/1664022776733220864) 2023-05-31T21:35Z [----] followers, [----] engagements
"Man am I happy to be done with earnings szn this Q Thx $LULU for pulling thru would have been quiiiiiite dire for retail stocks if they missed (or even more so lol)"
[X Link](https://x.com/jiggycapital/status/1664365306859466757) 2023-06-01T20:16Z [----] followers, [---] engagements
"@WavyCapital Sounds like we have a new marginal buyer of $PYPL 🤝🤌🤝"
[X Link](https://x.com/jiggycapital/status/1664649235915046915) 2023-06-02T15:04Z [----] followers, [--] engagements
"Pieced together a group of consumer discretionary names with highest unit count growth guidance Green = FCFe+ Red = FCFe- (FND PTLO ATZ would be if SBUX didnt warp this so much) $BROS $FND $PTLO $SHAK $FIVE $SBUX $WING $FWRG DD% cutline $CMG $BURL $LULU $TXRH $ATZ Any missing"
[X Link](https://x.com/jiggycapital/status/1665038750059995138) 2023-06-03T16:52Z [----] followers, [----] engagements
"Circling back to $BROS after kind of forgetting about it since its IPO. Any fans out there Comps being negative is a tough look when youre looking to grow locations by 20%+ this year but 1.6B MC and almost half the p/s mult as $SBUX makes this at least semi interesting to me"
[X Link](https://x.com/jiggycapital/status/1665728701663698952) 2023-06-05T14:34Z [----] followers, [--] engagements
"@jablamsky I will say its a semi red flag that $SBUX posted 12% same store sales growth in USA for Q1 where $BROS had a -2% number I dont think they have any in Illinois just yet sadly still havent tried it"
[X Link](https://x.com/jiggycapital/status/1665736388287819779) 2023-06-05T15:04Z [----] followers, [--] engagements
"Back on my staples bs and bought a 1% position in $HSY that I would love to scale into at more reasonable levels Skinny Pop taking over the world what a baller deal that was 😂 I also entered $RHS - S&P [---] Equal Weight Consumer Staples ETF today and made the switch from $IGV to $RYT - S&P [---] EW Tech ETF I also entered $RHS - S&P [---] Equal Weight Consumer Staples ETF today and made the switch from $IGV to $RYT - S&P [---] EW Tech ETF"
[X Link](https://x.com/jiggycapital/status/1666436129564794881) 2023-06-07T13:25Z [----] followers, [----] engagements
"So whats the point of this $PYPL meeting today if theyre not going to announce new CEO"
[X Link](https://x.com/jiggycapital/status/1666816868106256385) 2023-06-08T14:38Z [----] followers, [--] engagements
"Lmao so on brand wouldve made too much sense to announce new $PYPL CEO at this meeting Now we get to hear the same rundown weve heard in each of the [--] conferences theyve attended this year. Nice"
[X Link](https://x.com/jiggycapital/status/1666886613912150017) 2023-06-08T19:15Z [----] followers, [---] engagements
"$HSY Snack Portfolio: - 1.1B TTM Sales - 17.3% Op Margin Brands: -Skinny Pop - Acq in '17 for 1.6B - 495mm '22 Sales growing 20% -Pirate's Booty - Acq in '18 for 420mm - '22 Sales sales flat -Dot's Pretzels - Acq in '21 for 1.2B - 335mm '22 Sales growing 32%"
[X Link](https://x.com/jiggycapital/status/1667542315324301314) 2023-06-10T14:40Z [----] followers, [----] engagements
"$HSY taken salty snacks from 2.8%/1.7% of TTM Rev/OpInc in Q1 [--] to 10.0%/5.8% in Q1 [--] Mgmt outlined they want to see this grow to 20% of sales in next decade and are always scouting further potential M&A targets Has given them oppty to create salty & sweet offerings as well"
[X Link](https://x.com/jiggycapital/status/1667547344475176960) 2023-06-10T15:00Z [----] followers, [---] engagements
"$ULTA vs $TSCO valuation dynamics are pretty interesting for both being specialty retail around same ish MC TSCO been the bigger MC post covid mostly due to multiple diff but save for a one yr window Apr20-21 Ulta has been the much better operator still. Pretty big P/E gap now"
[X Link](https://x.com/jiggycapital/status/1668586837814788097) 2023-06-13T11:51Z [----] followers, [--] engagements
"@ComebackCap Yeah I own both as of recent and I'm quite happy about oppty of market hating retail stocks currently haha. When do we get crazy and buy $DG 😂"
[X Link](https://x.com/jiggycapital/status/1668592186974191617) 2023-06-13T12:12Z [----] followers, [--] engagements
"Found the reason for $LULU outperformance today 👀 CC: @StockMarketNerd"
[X Link](https://x.com/jiggycapital/status/1669164012045582336) 2023-06-15T02:04Z [----] followers, [----] engagements
"$MSCI 36x fwd P/E getting tempting for me to revisit🧐"
[X Link](https://x.com/jiggycapital/status/1670421753615589378) 2023-06-18T13:31Z [----] followers, [----] engagements
"I also want to dig into $FDS more this time around as well think it's another pretty interesting info services name"
[X Link](https://x.com/jiggycapital/status/1670425511422459907) 2023-06-18T13:37Z [----] followers, [----] engagements
"Update: prolly buying both $MSCI (again) and $FDS soon here. FactSet reports earnings on Thurs which will be interesting Info services a true never sell sector for me Im dumb for getting cute selling my MSCI earlier this year on valuation even tho were below that price rn"
[X Link](https://x.com/jiggycapital/status/1670807146752102400) 2023-06-19T14:54Z [----] followers, [--] engagements
"@ComebackCap $NDAQ prolly deserves it for that deal last week but yeah I agree. $SPGI has been pretty strong tho"
[X Link](https://x.com/jiggycapital/status/1670817164117393409) 2023-06-19T15:33Z [----] followers, [---] engagements
"Pretty great visual on $ENPH portfolio here The #Enphase team rocked it at the @Intersolar Europe Conference in Munich Our time in Germany provided us with an invaluable opportunity to collaborate with others in the #solar industry. We extend our thanks to the #Intersolar Europe community for having us #InterSolar2023 https://t.co/OrsBfqtp9U The #Enphase team rocked it at the @Intersolar Europe Conference in Munich Our time in Germany provided us with an invaluable opportunity to collaborate with others in the #solar industry. We extend our thanks to the #Intersolar Europe community for"
[X Link](https://x.com/jiggycapital/status/1670850452945088512) 2023-06-19T17:46Z [----] followers, [----] engagements
"Rory pick is pain. Exact rerun of St Andrews last year but Clark earned it just like mullet did 3/5 on T10s and T20s were a mess at 0/5 lol Suh and Theegala both at T27 hurts So in on Min Woo Lee moving forward love to see my guy Harris English back on it after injuries too"
[X Link](https://x.com/jiggycapital/status/1670990032734240770) 2023-06-20T03:00Z [----] followers, [----] engagements
"$FDS took down ARR guide due to uncertainty around banking hiring class size in their FYQ4 (wonky CYQ3) Any anecdotal evidence on how hiring looks fellow fintwit FactSet reports earnings on Thursday AM that guidance was given in March during SVB chaos 🧐"
[X Link](https://x.com/jiggycapital/status/1671165749485010945) 2023-06-20T14:38Z [----] followers, [----] engagements
"$FDS CFO at Barclays conference in May: So were happy to see that the pressures on banking sector have abated to some degree and in next answer adds it has abated a bit quite a bit $FDS took down ARR guide due to uncertainty around banking hiring class size in their FYQ4 (wonky CYQ3) Any anecdotal evidence on how hiring looks fellow fintwit FactSet reports earnings on Thursday AM that guidance was given in March during SVB chaos 🧐 $FDS took down ARR guide due to uncertainty around banking hiring class size in their FYQ4 (wonky CYQ3) Any anecdotal evidence on how hiring looks fellow fintwit"
[X Link](https://x.com/jiggycapital/status/1671203061178544132) 2023-06-20T17:07Z [----] followers, [----] engagements
"@ValueStockGeek This is how $WSO $ROL etc trade at 1000x PE and it makes me sad"
[X Link](https://x.com/jiggycapital/status/1671264499335307264) 2023-06-20T21:11Z [----] followers, [----] engagements
"Continued my rabbit hole into industrials over the weekend and bought a 1% pos in $ROL this morning Valuation is always wild and hoping I get to build this position closer to 30x fwd but this thing is fr such a beast"
[X Link](https://x.com/jiggycapital/status/1673328502068633606) 2023-06-26T13:52Z [----] followers, [---] engagements
"@StockMarketNerd $FDS reported last week and was kind of a stinker on billings. Should be an interesting Q2 report szn (as always lol)"
[X Link](https://x.com/jiggycapital/status/1673352488487989249) 2023-06-26T15:28Z [----] followers, [---] engagements
"$SITE $ROL 👀 US May New Home Sales +12.2% To 763K; Consensus 675.0K US May New Home Sales Supply At [---] Months US May New Home Sales +12.2% To 763K; Consensus 675.0K US May New Home Sales Supply At [---] Months"
[X Link](https://x.com/jiggycapital/status/1673695068752867328) 2023-06-27T14:09Z [----] followers, [---] engagements
"@AlphaSeeker84 Weird $ZS omission"
[X Link](https://x.com/jiggycapital/status/1674046321374777350) 2023-06-28T13:27Z [----] followers, [---] engagements
"July Portfolio 7% - $HUBS $ZS $NOW 6% - $PYPL $AMZN $DDOG 5% - $CMG $NTDOY $ENPH $MA $CDR.WA $LULU 3% - $ULTA $ADYEY $ATZ.TO $TXRH $TSCO $HSY 2% - $MSCI $FWRG $SITE 1% - $ROL Cash: 6% YTD: +32.9% QQQ: +39.7%"
[X Link](https://x.com/jiggycapital/status/1675136370392563712) 2023-07-01T13:36Z [----] followers, [----] engagements
"I've u/p $QQQ this year by 680bps but hard for me to be angry w that given the drivers Being heavy E/W ETFs for beg of year I think what prevented me from this being o/p ytd even tho those ETFs are what helped me beat QQQ last year haha Ws: $ZS $ADBE $BILL Ls: $RSP $ENPH $PYPL"
[X Link](https://x.com/jiggycapital/status/1675342733525778433) 2023-07-02T03:16Z [----] followers, [--] engagements
"$HEI has quickly shot up my would love to own at more reasonable multiple watchlist"
[X Link](https://x.com/jiggycapital/status/1676613029419515906) 2023-07-05T15:24Z [----] followers, [---] engagements
"@CoorsLightCEO Itd be fun to make elons investment go to zero but honestly no ads currently is quite nice. Ill be on both forsure tho I love searching the $tag of stocks I own too much 😂"
[X Link](https://x.com/jiggycapital/status/1676941122734632960) 2023-07-06T13:08Z [----] followers, [--] engagements
"@ComebackCap Agree that $BURL is interesting"
[X Link](https://x.com/jiggycapital/status/1677376961012801536) 2023-07-07T18:00Z [----] followers, [---] engagements
"Best long among $AON $MMC $AJG $BRO"
[X Link](https://x.com/jiggycapital/status/1678097747235225602) 2023-07-09T17:44Z [----] followers, [----] engagements
"I have like 10% of the followers compared to here but get much more engagement there no joke If they update the wanted features in the next 2-3 weeks I sadly think this could be it for Twitter and like I said Ive loved it here Not being showered with ads has been refreshing"
[X Link](https://x.com/jiggycapital/status/1678160142401937408) 2023-07-09T22:35Z [----] followers, [---] engagements
"Barely feel like a functioning human after this weekend but man is up north Michigan in the summer elite Fun welcome back with [--] earnings reports this week: Tues: $MSCI Weds: $CMG $ROL $NOW Thurs: $ENPH $AJG $HSY $TXRH $TSCO First day of boys golf trip in up north Michigan today Blind [---] yrd up hill par [--] back pin and I hit it to legit [--] inches I will be thinking about this shot literally every day until I get a HIO (never). Pain is an understatement First day of boys golf trip in up north Michigan today Blind [---] yrd up hill par [--] back pin and I hit it to legit [--] inches I will be thinking"
[X Link](https://x.com/jiggycapital/status/1683465336413093888) 2023-07-24T13:13Z [----] followers, [----] engagements
"Shouldve bought more $MSCI but at least I got myself back involved Nice 3% beat on revs and 5% on EPS"
[X Link](https://x.com/jiggycapital/status/1683836070222237696) 2023-07-25T13:46Z [----] followers, [--] engagements
"@Chrisbagmancap $HEI 🤝"
[X Link](https://x.com/jiggycapital/status/1684228018321981441) 2023-07-26T15:43Z [----] followers, [--] engagements
"@marc_slans Bought some $ROL today"
[X Link](https://x.com/jiggycapital/status/1684637275068538881) 2023-07-27T18:50Z [----] followers, [---] engagements
"August Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 6% - $DDOG 5% - $NTDOY $MA $CMG $CDR.WA $LULU $ENPH 4% - $ADYEY $HSY $TXRH 3% - $ULTA $MSCI 2% - $SITE $HEI $RYAN $AJG $ROL Cash: 7%"
[X Link](https://x.com/jiggycapital/status/1686139736774062080) 2023-07-31T22:20Z [----] followers, [----] engagements
"Portfolio changes in the month of July: Entered: $HEI $RYAN $AJG Added to: $HSY $SITE $ROL Trimmed: $DDOG Sold: $PYPL $ATZ.TO $TSCO $FWRG Funny that this is a relatively low activity month for me lol August Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 6% - $DDOG 5% - $NTDOY $MA $CMG $CDR.WA $LULU $ENPH 4% - $ADYEY $HSY $TXRH 3% - $ULTA $MSCI 2% - $SITE $HEI $RYAN $AJG $ROL Cash: 7% https://t.co/wxX5G2QNfi August Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 6% - $DDOG 5% - $NTDOY $MA $CMG $CDR.WA $LULU $ENPH 4% - $ADYEY $HSY $TXRH 3% - $ULTA $MSCI 2% - $SITE $HEI $RYAN $AJG $ROL Cash: 7%"
[X Link](https://x.com/jiggycapital/status/1686142883655544832) 2023-07-31T22:32Z [----] followers, [----] engagements
"$ANET hype out of control huh"
[X Link](https://x.com/jiggycapital/status/1687254615719325696) 2023-08-04T00:10Z [----] followers, [---] engagements
"Just realized $AMZN currently my largest position for the first time after the $HUBS and $ZS sell offs I entered AMZN in December so pretty lucky timing overall 😂"
[X Link](https://x.com/jiggycapital/status/1689264517849530368) 2023-08-09T13:17Z [----] followers, [---] engagements
"$ULTA .@ultabeauty is seeing a rise in foot traffic and longer visits. Visits lasting over [--] mins now stand at 49.1% showing growth from 47.8% the previous year. Additionally customer loyalty has increased with 34.4% visiting twice in H1 [----] compared to 31.6% the prior year. .@ultabeauty is seeing a rise in foot traffic and longer visits. Visits lasting over [--] mins now stand at 49.1% showing growth from 47.8% the previous year. Additionally customer loyalty has increased with 34.4% visiting twice in H1 [----] compared to 31.6% the prior year"
[X Link](https://x.com/jiggycapital/status/1693678660954259568) 2023-08-21T17:37Z [----] followers, [---] engagements
"Im such a dummy for getting the urge to buy $MSFT after its run up a million % [---] at 25x fwd PE would be quite enticing"
[X Link](https://x.com/jiggycapital/status/1696536460319707229) 2023-08-29T14:53Z [----] followers, [---] engagements
"Also added to $HEI this morning on earnings decline from small EBITDA miss it seems"
[X Link](https://x.com/jiggycapital/status/1696536699156025818) 2023-08-29T14:54Z [----] followers, [---] engagements
"$RYAN new all time high today 👀 All the insurance brokers been strong on bad Midwest weather last week and now hurricane news in Florida $AJG $BRO $AON"
[X Link](https://x.com/jiggycapital/status/1696551272386646193) 2023-08-29T15:51Z [----] followers, [--] engagements
"September Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 5% - $MA $ENPH $NTDOY $DDOG $CMG $CDR.WA $LULU 4% - $ADYEY 3% - $HSY $TXRH $ULTA $SITE $MSCI $HEI $ROL $RYAN 2% - $AJG $MSFT Cash: 3%"
[X Link](https://x.com/jiggycapital/status/1697355168835133737) 2023-08-31T21:06Z [----] followers, [----] engagements
"Month of August portfolio changes: Entered: $MSFT Added to: $ENPH $ADYEY $SITE $HEI $RYAN Trimmed: N/a Exited: N/a (shocking) September Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 5% - $MA $ENPH $NTDOY $DDOG $CMG $CDR.WA $LULU 4% - $ADYEY 3% - $HSY $TXRH $ULTA $SITE $MSCI $HEI $ROL $RYAN 2% - $AJG $MSFT Cash: 3% https://t.co/DZjhD0d8rB September Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 5% - $MA $ENPH $NTDOY $DDOG $CMG $CDR.WA $LULU 4% - $ADYEY 3% - $HSY $TXRH $ULTA $SITE $MSCI $HEI $ROL $RYAN 2% - $AJG $MSFT Cash: 3% https://t.co/DZjhD0d8rB"
[X Link](https://x.com/jiggycapital/status/1697357549660520525) 2023-08-31T21:15Z [----] followers, [----] engagements
"@JasonGreenwal12 @rhunterh Im a long (both of these) but unless $ULTA decides to go crazy international I dont think the growth is there for this type of outcome"
[X Link](https://x.com/jiggycapital/status/1697610282627957151) 2023-09-01T14:00Z [----] followers, [--] engagements
"$ROL getting smacked on existing shareholder secondary priced at $35 looks like. None of proceeds going to Rollins"
[X Link](https://x.com/jiggycapital/status/1699781615642112434) 2023-09-07T13:48Z [----] followers, [----] engagements
"$ROL secondary net amount about 1B after Rollins buying back about 23% of the offered shares. Gary Rollins selling 17% of his shares and has 1yr lockup from selling any further I bought some more this week currently at 31x [--] FCF. Lets see if we end up here again next fall 😂 $ROL getting smacked on existing shareholder secondary priced at $35 looks like. None of proceeds going to Rollins $ROL getting smacked on existing shareholder secondary priced at $35 looks like. None of proceeds going to Rollins"
[X Link](https://x.com/jiggycapital/status/1700501434347798772) 2023-09-09T13:28Z [----] followers, [----] engagements
"Better hotel longs Another classic case of stocks needing to hit ATH for me to become interested $IHG $CHH $WH $MAR $HLT $H"
[X Link](https://x.com/jiggycapital/status/1701062543962198360) 2023-09-11T02:38Z [----] followers, [----] engagements
"All franchise/manage but 1st group basically all former and much higher margin profile cause of it Margins all impressive but $IHG $WH big outliers 2023e EBITDA FCF Margins $IHG 50% 31% $WH 47% 28% $CHH 34% 19% $HLT 30% 19% $MAR 19% 11% $H 16% 9%"
[X Link](https://x.com/jiggycapital/status/1701070330121330739) 2023-09-11T03:09Z [----] followers, [----] engagements
"Better staples long from here $HSY - 24x 2024e FCF 9.1% 23-25e EPS CAGR $PEP - 28x 2024e FCF 8.5% 23-25e EPS CAGR"
[X Link](https://x.com/jiggycapital/status/1701203658992439715) 2023-09-11T11:58Z [----] followers, [---] engagements
"Wild ride $ZS has been Tempting market gods here once again"
[X Link](https://x.com/jiggycapital/status/1701233063580074339) 2023-09-11T13:55Z [----] followers, [---] engagements
"@SamRo $COST lower than I expected and $FIVE higher. $TJX vs $BURL $ROST difference also interesting"
[X Link](https://x.com/jiggycapital/status/1701246976333910106) 2023-09-11T14:51Z [----] followers, [---] engagements
"$AJG isnt the type of company I would expect to have public quarterly investor calls on top of normal earnings call but Ive really enjoyed these knowing basically nothing about industry"
[X Link](https://x.com/jiggycapital/status/1702056177171841520) 2023-09-13T20:26Z [----] followers, [---] engagements
"Well the good news is $ENPH is no longer the worst performer of the three solar stocks I looked at buying but man am I a dummy for not going with commercial solar instead of resi $ARRY A classic episode on guess which one I bought last month https://t.co/EqcZch3LBx A classic episode on guess which one I bought last month https://t.co/EqcZch3LBx"
[X Link](https://x.com/jiggycapital/status/1703057105580621876) 2023-09-16T14:43Z [----] followers, [----] engagements
"Hard market 4eva $AJG $RYAN Insurance Broker organic growth has been fantastic https://t.co/X5WLx5vuBd Insurance Broker organic growth has been fantastic https://t.co/X5WLx5vuBd"
[X Link](https://x.com/jiggycapital/status/1703763839282479460) 2023-09-18T13:32Z [----] followers, [----] engagements
"$HSY hiring former $AMZN VP of Supply Chain Optimization Technology as first CTO of company"
[X Link](https://x.com/jiggycapital/status/1704124553922777474) 2023-09-19T13:25Z [----] followers, [---] engagements
"Pretty beefy deal announced for $AJG this morning acquiring Eastern Insurance (ranked in top 50) for $510mm in cash Eastern [----] revenues of 99.2mm comes out to 5.1x P/S. Applying 20yr rev CAGR of 6.8% to estimate [--] numbers comes out to 4.8x P/S"
[X Link](https://x.com/jiggycapital/status/1704505731263652346) 2023-09-20T14:40Z [----] followers, [---] engagements
"I appreciate someone trying to be a hero here for me lol $ENPH Reading r/Solar people are pretty excited about new 5P battery but needs to show up in numbs. Battery biz has been quite disappointing over last year"
[X Link](https://x.com/jiggycapital/status/1704871136998113696) 2023-09-21T14:52Z [----] followers, [---] engagements
"@lhamtil Curious to see how this plays out w $MSCI. ESG healthy portion of bull case"
[X Link](https://x.com/jiggycapital/status/1704878081872114017) 2023-09-21T15:19Z [----] followers, [---] engagements
"Pretty tempted to make the switch from $HSY to $PEP"
[X Link](https://x.com/jiggycapital/status/1705992021968666877) 2023-09-24T17:06Z [----] followers, [----] engagements
"Cant resist not adding to $ULTA here 😅"
[X Link](https://x.com/jiggycapital/status/1706683680444350586) 2023-09-26T14:54Z [----] followers, [---] engagements
"October Portfolio 8% - $ZS 7% - $NOW $HUBS $AMZN 6% - $ENPH 5% - $MA $LULU $NTDOY $CMG $DDOG 4% - $ULTA $TXRH $CDR.WA $ADYEY 3% - $SITE $ROL $MSCI $HEI $RYAN 2% - $AJG $IHG $ELF Cash: 5% YTD: +25.1% $QQQ: +35.5%"
[X Link](https://x.com/jiggycapital/status/1708509893068468581) 2023-10-01T15:51Z [----] followers, [----] engagements
"Month of September Portfolio Changes Entered: $IHG $ELF Added to: $ENPH $TXRH $ADYEY $ROL $AJG Trimmed: N/a Exited: $HSY $MSFT October Portfolio 8% - $ZS 7% - $NOW $HUBS $AMZN 6% - $ENPH 5% - $MA $LULU $NTDOY $CMG $DDOG 4% - $ULTA $TXRH $CDR.WA $ADYEY 3% - $SITE $ROL $MSCI $HEI $RYAN 2% - $AJG $IHG $ELF Cash: 5% YTD: +25.1% $QQQ: +35.5% https://t.co/ufp54kTVbr October Portfolio 8% - $ZS 7% - $NOW $HUBS $AMZN 6% - $ENPH 5% - $MA $LULU $NTDOY $CMG $DDOG 4% - $ULTA $TXRH $CDR.WA $ADYEY 3% - $SITE $ROL $MSCI $HEI $RYAN 2% - $AJG $IHG $ELF Cash: 5% YTD: +25.1% $QQQ: +35.5% https://t.co/ufp54kTVbr"
[X Link](https://x.com/jiggycapital/status/1708512674177249599) 2023-10-01T16:02Z [----] followers, [----] engagements
"What a stupid headline 😂 Semi interested in $TOST again after this sell off"
[X Link](https://x.com/jiggycapital/status/1708866957372424507) 2023-10-02T15:30Z [----] followers, [----] engagements
"Looks like were starting the week off with a $ZS upgrade from Barclays and $DDOG downgrade from BofA Insert Thanos meme"
[X Link](https://x.com/jiggycapital/status/1711340703266017760) 2023-10-09T11:19Z [----] followers, [----] engagements
"Hotel news leading to weakness im missing $IHG $HLT $MAR"
[X Link](https://x.com/jiggycapital/status/1711379537286549774) 2023-10-09T13:54Z [----] followers, [---] engagements
"Its a bit odd how under-owned $ZS feels on fintwit compared to the other SaaS names"
[X Link](https://x.com/jiggycapital/status/1711384656023527594) 2023-10-09T14:14Z [----] followers, [----] engagements
"This $ROL short report and follow up posts to it are pretty funny"
[X Link](https://x.com/jiggycapital/status/1711781552915444012) 2023-10-10T16:31Z [----] followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jiggycapital Jiggy Capital
Jiggy Capital posts on X about $ddog, $hubs, $zs, $now the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -29%
- [--] Month [------] +202%
- [--] Months [------] -19%
- [--] Year [-------] -58%
Mentions: [--] #
- [--] Month [--] +26%
- [--] Months [---] -4.90%
- [--] Year [---] -52%
Followers: [-----] #
- [--] Week [-----] -0.12%
- [--] Month [-----] -0.29%
- [--] Months [-----] +0.26%
- [--] Year [-----] +0.55%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands cryptocurrencies finance fashion brands social networks gaming countries currencies exchanges
Social topic influence $ddog, $hubs, $zs, $now, $brbr, $amzn, $googl, $ntdoy #18, $fix #15, $site
Top accounts mentioned or mentioned by @waterworldcapi1 @durablecreators @marcslans @comebackcap @stockmarketnerd @pythiar @investornick @blondesnmoney @hatfieldcapital @ccmbrett @svtechie @bucketshopcap @sleepysolcap @tidefallcapital @gobirds555 @plantmath1 @grabsg @alphaseeker84 @coorslightceo @jasongreenwal12
Top assets mentioned Datadog Inc (DDOG) HUBSPOT, INC. (HUBS) Zscaler Inc (ZS) Now Coin (NOW) BellRing Brands, Inc. (BRBR) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Comfort Systems USA, Inc. (FIX) SiteOne Landscape Supply, Inc. (SITE) Mastercard, Inc. (MA) aelf (ELF) Chipotle Mexican Grill, Inc. (CMG) Celsius Holdings, Inc. Common Stock (CELH) Starbucks Corporation (SBUX) Texas Roadhouse, Inc. (TXRH) DexCom, Inc. (DXCM) Insulet, Corp. (PODD) NVIDIA Corp. (NVDA) Autodesk Inc (ADSK) Tradeweb Markets Inc. Class A Common Stock (TW) Rollins, Inc. (ROL) Ulta Beauty Inc (ULTA) InterContinental Hotels Group Plc (IHG) Lululemon Athletica Inc (LULU) Salesforce Inc (CRM) Arthur J. Gallagher & Co. (AJG) Bill.com Holdings, Inc. (BILL) Atlassian Corporation PLC (TEAM) Msci Inc (MSCI) Microsoft Corp. (MSFT) Enphase Energy Inc (ENPH) Heima (HEI) IDEXX Laboratories, Inc. (IDXX) KLA Corp (KLAC) Broadcom, Inc. (AVGO) Ryan Specialty Group Holdings, Inc (RYAN) Agoric (BLD) #MLM (#MLM) Adobe, Inc. (ADBE) Hershey Co (HSY) GammaSwap (GS) Sea Limited (SE) Intuit Inc. (INTU) Reddit, Inc. (RDDT) Freshworks Inc. (FRSH) Workday Inc (WDAY) Palo Alto Networks Inc (PANW) PayPal Holdings Inc (PYPL) Fuse (FUSE) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Docusign Inc (DOCU) Marvell Technology Inc (MRVL) RAI Finance (SOFI) Snowflake Inc. (SNOW) Eli Lilly and Company (LLY) Modine Manufacturing Co (MOD) Legence Corp (LGN) Connex (CONX) Zoom Video Communications Inc (ZM) Twilio, Inc. (TWLO) IES Holdings, Inc. Common Stock (IESC) Vulcan Materials Company (VMC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Week of 2/1 Watchlist: - $CRHC - $CONX - $SSPK - $FSRV - $STIC Last three are good value down from recent highs have shown to be liked by the SPAC market"
X Link 2021-01-31T20:47Z [----] followers, [--] engagements
"I like $dymd close to $18 as an entry. Basically deciding if I want to sell my $TPGY for a loss to enter it strong"
X Link 2021-02-17T16:56Z [----] followers, [--] engagements
"Entered back into $dymd at [-----] starter position"
X Link 2021-02-17T17:38Z [----] followers, [--] engagements
"@haslas78 @SpacGuru The avg volume is slightly skewed from DA day of 8m volume (avg is 1.9m) but still the last three days of volume for $nstb have been dead if you look on a chart"
X Link 2021-03-16T20:44Z [----] followers, [--] engagements
"@plantmath1 @PumpingStocks I hear you I really like the dual side to SoFi. Lending biz benefits from higher rates while it still has that sexy growth in other segments. Probably my favorite stock and easily my largest holding. Im looking forward to ticker change in the next 2-3 weeks"
X Link 2021-03-23T16:12Z [----] followers, [--] engagements
"Week of 3/28 Watchlist My strategy for the next couple months best explained here. List to to potentially add (to) d are owned: $SE $IPOE* $STPK* $SQ $FVRR $CPNG* $AGC* $OLO* $POSH* $SSPK* $DMYD* $HZON $TPGY $CCIV* $ACTC $ROKU $RDFN* $Z Some others on there but this is the core. My goal is build out my Roth for long term. Up until recently my Roth didnt look any different than my taxable this is a great opportunity to make that change Some others on there but this is the core. My goal is build out my Roth for long term. Up until recently my Roth didnt look any different than my taxable this"
X Link 2021-03-29T01:45Z [----] followers, [--] engagements
"4/19 Daily vs avg volume % #SPACs High side $vih 193% (-10%) $gik 150% (-7.1%) $aacq 138% (+0.2%) $sspk 135% (-8.7%) $alus 135% (-0.2%) Low side $ftcv 21% (-3.4%) $spnv 27% (-0.2%) $nstb 39% (+0.1%) $fnga 51% (+1.0%) $rtpz 53% (+0.1%) Median 82% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-04-19T20:48Z [----] followers, [--] engagements
"$STPK to $STEM tomorrow I literally made this fintwit account the morning DA dropped because I was so excited about this company going public 😂 $STPK Stem Completes Business Combination with Star Peak Energy Transition Corp. Will trade as $STEM starting tomorrow 4/29 https://t.co/o1AYY54f4v $STPK Stem Completes Business Combination with Star Peak Energy Transition Corp. Will trade as $STEM starting tomorrow 4/29 https://t.co/o1AYY54f4v"
X Link 2021-04-28T21:12Z [----] followers, [--] engagements
"4/30 Daily vs avg volume % $SPACs High side $fgna 156% (+0.2%) $pdac 138% (+0.1%) $ftoc 121% (+0.3%) $ghvi 87% (-3.4%) $nga 69% (+0.8%) Low side $rtpz 12% (+0.4%) $spnv 14% (0.0%) $gik 18% (-0.5%) $tpgy 21% (-1.4%) $alus 22% (+0.3%) Median 34% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-04-30T21:14Z [----] followers, [--] engagements
"$VSPR impressive moves"
X Link 2021-05-04T19:33Z [----] followers, [--] engagements
"$LEV/@LionElectricCo up 23%+ on ticker change day"
X Link 2021-05-07T13:56Z [----] followers, [--] engagements
"5/13 Daily vs avg volume % $SPACs High side $iaca 306% (+0.2%) $aacq 201% (+0.1%) $stic 177% (-0.1%) $sspk 173% (-3.2%) $thcb 160% (-1.1%) Low side $spnv 28% (+0.1%) $fgna 33% (+0.3%) $fuse 39% (0.0%) $agc 40% (-3.8%) $gmii 40% (0.0%) Median 89% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-05-13T20:29Z [----] followers, [--] engagements
"6/1 Daily vs avg volume % #SPACs High side $pacx 341% (0.0%) $muds 288% (-15.1%) $iaca 249% (-0.7%) $tsia 206% (-0.1%) $aacq 158% (-0.2%) Low side $gmii 7% (+0.1%) $fwaa 8% (+1.9%) $bowx 13% (-0.6%) $fst 20% (-0.6%) $fuse 23% (0.0%) Median 51% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-01T20:18Z [----] followers, [--] engagements
"6/2 Daily vs avg volume % #SPACs High side $ftoc 573% (+0.8%) $tsia 217% (+3.5%) $actc 165% (+0.4%) $pacx 165% (+0.3%) $iaca 159% (+1.8%) Low side $alus 15% (0.0%) $fwaa 26% (-1.6%) $bowx 29% (-0.4%) $fuse 30% (+0.1%) $agc 35% (0.0%) Median 67% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-02T21:00Z [----] followers, [--] engagements
"6/3 Daily vs avg volume % #SPACs High side $pacx 487% (-0.4%) $ftoc 166% (+2.2%) $cciv 130% (-2.2%) $sspk 121% (+1.9%) $tsia 116% (-2.3%) Low side $fwaa 2% (-0.1%) $spnv 17% (+0.5%) $alus 18% (+0.1%) $aone 24% (-0.1%) $gmii 27% (+0.2%) Median 60% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-03T20:33Z [----] followers, [--] engagements
"6/7 Daily vs avg volume % #SPACs High side $pdac 212% (+4.5%) $ftcv 183% (+7.4%) $cciv 158% (+10.6%) $sspk 154% (+4.6%) $actc 139% (+1.1%) Low side $fwaa 3% (+1.0%) $gmii 7% (+0.2%) $spnv 9% (+0.1%) $alus 18% (+0.1%) $xpoa 20% (+0.1%) Median 50% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-07T20:23Z [----] followers, [--] engagements
"6/11 Daily vs avg volume % #SPACs High side $bowx 429% (+1.4%) $pacx 187% (+0.3%) $sspk 172% (+11.3%) $fwaa 137% (+1.2%) $aus 118% (-0.2%) Low side $vpcc 7% (+0.3%) $xpoa 9% (+0.2%) $fst 12% (-1.4%) $spnv 14% (+0.3%) $gmii 16% (-0.1%) Median 73% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-11T20:11Z [----] followers, [--] engagements
"6/14 Daily vs avg volume % #SPACs High side $svok 8379% (+0.6%) $pdac 293% (+3.4%) $iaca 243% (+1.3%) $actc 234% (-4.8%) $ftcv 143% (-1.1%) Low side $fst 7% (+0.7%) $bowx 7% (+0.1%) $xpoa 18% (-0.1%) $fwaa 19% (0.0%) $pacx 19% (-0.2%) Median 63% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-14T20:15Z [----] followers, [--] engagements
"6/17 Daily vs avg volume % #SPACs High side $rtpz 1009% (+0.6%) $iaca 284% (-1.4%) $aacq 265% (-0.2%) $dcrc 161% (+0.8%) $vih 142% (-0.3%) Low side $xpoa 6% (0.0%) $spnv 8% (0.0%) $fuse 19% (-0.1%) $nstb 19% (0.0%) $agc 21% (-0.4%) Median 51% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-17T21:28Z [----] followers, [--] engagements
"6/17 Daily vs avg volume % MCLC High side $nice 551% (+3.5%) $maps 269% (+2.0%) $shop 226% (+6.1%) $hnst 207% (-7.4%) $amd 193% (+5.5%) Low side $si 25% (-1.5%) $golf 31% (-2.4%) $dmnr 31% (+0.1%) $wmg 32% (-1.5%) $pton 34% (+3.5%) Median 81% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-17T21:28Z [----] followers, [--] engagements
"6/22 Daily vs avg volume % #SPACs High side $alus 401% (0.0%) $nstb 193% (+0.2%) $dcrc 181% (+1.4%) $ftoc 169% (-2.0%) $svok 161% (-0.3%) Low side $kuri 5% (-0.3%) $spnv 6% (+0.3%) $xpoa 6% (+0.1%) $aus 9% (-0.1%) $srng 24% (0.0%) Median 55% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-23T01:55Z [----] followers, [--] engagements
"6/23 Daily vs avg volume % #SPACs High side $alus 474% (-0.1%) $nstb 434% (-0.3%) $aacq 131% (+2.9%) $fst 119% (-2.5%) $iaca 116% (-0.1%) Low side $pacx 4% (-0.3%) $xpoa 5% (0.0%) $spnv 7% (0.0%) $vpcc 10% (0.0%) $aus 11% (-0.2%) Median 41% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-23T20:21Z [----] followers, [--] engagements
"80%+ gross margins trading at 10.3x EV/2022e GP for AdTech is quite compelling 🧐 $IACB #SPAC Deal - $IACB DA w/ @innovid a "global leader in connected TV ad delivery and measurement" '21 proj. - $95M rev. / 38% '22 proj. - $130M rev. / 37% $1.1B EV / $150M PIPE Presentation - https://t.co/kPpFvJyeyN Press - https://t.co/GlBtSNpLHm https://t.co/i7oJTjdn1z #SPAC Deal - $IACB DA w/ @innovid a "global leader in connected TV ad delivery and measurement" '21 proj. - $95M rev. / 38% '22 proj. - $130M rev. / 37% $1.1B EV / $150M PIPE Presentation - https://t.co/kPpFvJyeyN Press -"
X Link 2021-06-24T12:47Z [----] followers, [--] engagements
"6/24 Daily vs avg volume % High side $iacb 18.6k% (-1.0%) $alus 387% (+0.1%) $ngab 368% (-0.1%) $nstb 309% (+0.1%) $aacq 238% (+3.3%) Low side $xpoa 18% (-0.1%) $gmii 20% (0.0%) $sbg 21% (0.0%) $vpcc 25% (0.0%) $muds 27% (-1.1%) Median 66% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-06-24T20:16Z [----] followers, [--] engagements
"Should note that $IACB warrants still finished up 20% today 🧐 6/24 Daily vs avg volume % High side $iacb 18.6k% (-1.0%) $alus 387% (+0.1%) $ngab 368% (-0.1%) $nstb 309% (+0.1%) $aacq 238% (+3.3%) Low side $xpoa 18% (-0.1%) $gmii 20% (0.0%) $sbg 21% (0.0%) $vpcc 25% (0.0%) $muds 27% (-1.1%) Median 66% https://t.co/SMx3HYRiTH 6/24 Daily vs avg volume % High side $iacb 18.6k% (-1.0%) $alus 387% (+0.1%) $ngab 368% (-0.1%) $nstb 309% (+0.1%) $aacq 238% (+3.3%) Low side $xpoa 18% (-0.1%) $gmii 20% (0.0%) $sbg 21% (0.0%) $vpcc 25% (0.0%) $muds 27% (-1.1%) Median 66% https://t.co/SMx3HYRiTH"
X Link 2021-06-24T20:27Z [----] followers, [--] engagements
"7/1 Daily vs avg volume % #SPACs High side $fst 1567% (+11.2%) $nstb 337% (+0.2%) $enfa 301% (0.0%) $ftcv 216% (+2.1%) $fwaa 162% (-2.8%) Low side $vpcc 8% (+0.1%) $ngab 10% (-0.1%) $pacx 14% (-0.2%) $kuri 16% (-0.1%) $aus 22% (-0.1%) Median 63% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-01T20:58Z [----] followers, [--] engagements
"7/2 Daily vs avg volume % #SPACs High side $sbg 518% (0.0%) $fst 294% (+3.2%) $kuri 202% (+0.5%) $ngab 201% (0.0%) $thcb 159% (+7.1%) Low side $gmii 2% (-0.1%) $ddmx 7% (0.0%) $iacb 8% (+0.1%) $svok 10% (-0.2%) $rtpz 11% (-0.4%) Median 41% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-02T20:01Z [----] followers, [--] engagements
"7/6 Daily vs avg volume % #SPACs High side $sbg 681% (-0.1%) $fgna 421% (-0.2%) $fst 172% (+0.3%) $thcb 165% (+1.1%) $tpgy 115% (+2.5%) Low side $gmii 1% (0.0%) $iacb 3% (0.0%) $aus 4% (+0.1%) $svok 8% (+0.1%) $rtpz 12% (-0.1%) Median 54% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-06T20:31Z [----] followers, [--] engagements
"7/7 Daily vs avg volume % #SPACs High side $aone 703% (0.0%) $vih 617% (-0.3%) $bowx 546% (-1.5%) $sbg 265% (0.0%) $fst 215% (-1.7%) Low side $rtpz 9% (+0.2%) $ddmx 11% (0.0%) $spnv 18% (0.0%) $enfa 31% (0.0%) $alus 33% (+1.1%) Median 72% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-07T22:28Z [----] followers, [--] engagements
"My shopping list $Z $SE $SOFI $ETSY $STEM"
X Link 2021-07-08T12:13Z [----] followers, [--] engagements
"7/8 Daily vs avg volume % #SPACs High side $fgna 606% (+0.1%) $sbg 448% (-0.1%) $aone 220% (-0.3%) $vih 190% (-0.7%) $seah 187% (-1.0%) Low side $gmii 3% (0.0%) $iacb 8% (-0.1%) $xpoa 10% (0.0%) $kuri 13% (-0.1%) $rtpz 14% (0.0%) Median 65% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-08T22:03Z [----] followers, [--] engagements
"Absolutely amazing read by Mike DelPrete dug into some of it last night and now just got through it Totally agreed its required reading if you even just have interest in these companies and RE $Z $RDFN $OPEN $COMP $SPNV $EXPI thanks for sharing 🤝"
X Link 2021-07-08T23:20Z [----] followers, [--] engagements
"7/9 Daily vs avg volume % #SPACs High side $fwaa 570% (+2.6%) $cnd 543% (+0.3%) $fgna 178% (-0.1%) $srng 130% (+0.8%) $pdac 113% (-1.0%) Low side $pacx 3% (0.0%) $gmii 6% (0.0%) $svok 7% (-0.2%) $spnv 8% (0.0%) $xpoa 11% (0.0%) Median 45% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-09T20:31Z [----] followers, [--] engagements
"7/12 Daily vs avg volume % #SPACs High side $fgna 168% (+0.1%) $tpgy 124% (+4.2%) $cciv 100% (+5.1%) $ghvi 96% (-1.3%) $aone 97% (-0.2%) Low side $pacx 2% (0.0%) $vpcc 3% (+0.1%) $ddmx 3% (+0.1%) $fwaa 3% (0.0%) $gmii 7% (+0.1%) Median 40% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-12T20:22Z [----] followers, [--] engagements
"7/13 Daily vs avg volume % #SPACs High side $cnd 215% (+0.3%) $aone 197% (-9.7%) $rtpz 186% (+0.1%) $iacb 163% (+0.3%) $fgna 161% (-0.9%) Low side $gmii 1% (-0.1%) $vpcc 2% (-0.1%) $svok 4% (0.0%) $aus 15% (-0.1%) $pacx 16% (-0.1%) Median 53% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-13T20:59Z [----] followers, [--] engagements
"7/15 Daily vs avg volume % #SPACs High side $fgna 291% (+0.3%) $fuse 236% (-0.1%) $snpr 201% (0.0%) $aone 197% (-11.1%) $agc 196% (-3.7%) Low side $fwaa 7% (-3.0%) $gmii 11% (0.0%) $svok 12% (-0.1%) $pacx 12% (0.0%) $ngab 19% (-0.2%) Median 83% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-15T20:40Z [----] followers, [--] engagements
"7/16 Daily vs avg volume % #SPACs High side $xpoa 347% (-0.2%) $fgna 233% (+8.0%) $cnd 221% (+0.9%) $agc 175% (-2.8%) $ngab 139% (-0.5%) Low side $vpcc 3% (+0.1%) $kuri 4% (-0.1%) $engfa 6% (0.0%) $svok 7% (+0.2%) $iacb 8% (-0.1%) Median 68% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-16T20:40Z [----] followers, [--] engagements
"Week of 7/16 Biggest Movers High side $bfi+13.4% $tdup+5.7% $glbe+4.7% $v+4.1% $ma+3.8% Low side $ptra -30.2% $ddd -26.4% $amc -24.3% $dmnr -23.3% $maps -20.5%"
X Link 2021-07-16T20:44Z [----] followers, [--] engagements
"7/20 Daily vs avg volume % #SPACs High side $RTPZ 548% (+0.1%) $FST 261% (+0.1%) $DMYI 182% (0.0%) $CND 167% (+0.4%) $CCIV 100% (+9.4%) Low side $SVOK 4% (0.0%) $VPCC 4% (+0.2%) $PACX 5% (+0.1%) $DDMX 8% (0.0%) $ISOS 11% (0.0%) Median 66% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-20T20:25Z [----] followers, [--] engagements
"7/21 Daily vs avg volume % #SPACs High side $spnv 303% (-0.1%) $dcrc 239% (+1.1%) $thcb 225% (-3.8%) $ghvi 198% (+2.3%) $fuse 183% (+0.2%) Low side $iacb 2% (+0.2%) $gmii 2% (0.0%) $nstb 16% (0.0%) $kvsb 18% (0.0%) $enfa 19% (-0.1%) Median 76% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-21T21:47Z [----] followers, [--] engagements
"7/22 Daily vs avg volume % #SPACs High side $xpoa 1001% (0.0%) $spnv 680% (0.0%) $fwaa 291% (+2.6%) $gmii 220% (+0.1%) $thcb 191% (-6.8%) Low side $ddmx 5% (+0.3%) $svok 6% (-0.1%) $iacb 6% (-0.4%) $dmyq 8% (+0.1%) $fuse 14% (-0.2%) Median 37% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-22T21:37Z [----] followers, [--] engagements
"7/26 Daily vs avg volume % #SPACs High side $spnv 251% (0.0%) $srng 231% (-0.1%) $fst 164% (+6.3%) $nstb 144% (-0.1%) $fuse 132% (-0.1%) Low side $iacb 3% (-0.2%) $ennv 4% (-0.3%) $ddmx 5% (-0.1%) $pacx 7% (-0.1%) $dmyq 8% (-0.4%) Median 42% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-26T22:23Z [----] followers, [--] engagements
"7/28 Daily vs avg volume % #SPACs High side $iacb 529% (-0.1%) $vpcc 463% (-0.3%) $dmyq 338% (-0.3%) $isos 151% (0.0%) $pdac 142% (-2.1%) Low side $ddmx 1% (0.0%) $ennv 2% (+0.1%) $svok 3% (-0.4%) $gmii 5% (0.0%) $fwaa 6% (+0.4%) Median 36% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-28T23:11Z [----] followers, [--] engagements
"7/29 Daily vs avg volume % #SPACs High side $ftcv 316% (-3.2%) $pdac 254% (-0.2%) $fuse 254% (-0.2%) $vih 243% (+0.4%) $srng 159% (-0.1%) Low side $isos 1% (-0.3%) $svok 1% (+0.2%) $ennv 4% (-0.1%) $fwaa 4% (-1.8%) $iacb 5% (0.0%) Median 35% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-29T20:37Z [----] followers, [--] engagements
"7/30 Daily vs avg volume % #SPACs High side $spnv 368% (-0.6%) $aus 218% (+0.2%) $ftcv 152% (-1.5%) $vpcc 121% (0.0%) $seah 100% (+0.1%) Low side $isos 1% (-0.6%) $ddmx 3% (-0.1%) $rtpz 4% (-0.1%) $fwaa 4% (+0.6%) $dmyq 6% (0.0%) Median 45% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-07-30T20:36Z [----] followers, [--] engagements
"Interesting 🧐 $AGC $Z @GrabSG @AnthonyPY_Tan Honored to join the Board as @altcap $AGC merges with Grab a mission-led phenomenon in #SEAsia. I look forward to working w/ @AnthonyPY_tan @dkhos & the other Directors. https://t.co/nBKVK3uvfH @GrabSG @AnthonyPY_Tan Honored to join the Board as @altcap $AGC merges with Grab a mission-led phenomenon in #SEAsia. I look forward to working w/ @AnthonyPY_tan @dkhos & the other Directors. https://t.co/nBKVK3uvfH"
X Link 2021-08-02T12:57Z [----] followers, [--] engagements
"8/2 Daily vs avg volume % #SPACs High side $nstb 280% (-0.2%) $seah 187% (+0.1%) $ftcv 95% (+0.5%) $snpr 83% (+0.5%) $bowx 75% (-1.9%) Low side $ennv 1% (+0.1%) $dmyq 5% (+0.4%) $isos 16% (+0.3%) $svok 17% (-0.1%) $kuri 19% (+0.3%) Median 37% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-08-02T20:36Z [----] followers, [--] engagements
"$LSPD Lightspeed Payments deploys to hospitality merchants across five European markets including Germany Switzerland France Belgium and the Netherlands https://www.prnewswire.com/news-releases/lightspeed-payments-deploys-to-hospitality-merchants-across-five-european-markets-301346895.html https://www.prnewswire.com/news-releases/lightspeed-payments-deploys-to-hospitality-merchants-across-five-european-markets-301346895.html"
X Link 2021-08-03T12:08Z [----] followers, [--] engagements
"8/4 Daily vs avg volume % #SPACs High side $ftcv 899% (+15.7%) $srng 536% (+0.1%) $pdac 263% (+0.4%) $bowx 140% (-0.9%) $seah 115% (+0.1%) Low side $isos 1% (0.0%) $iacb 2% (0.0%) $ennv 5% (+0.1%) $enfa 6% (+0.1%) $dmyq 7% (0.0%) Median 39% https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-08-04T20:50Z [----] followers, [--] engagements
"Big moment in accepting who I am lol Changed the @ to Jiggy Capital from Jiggy Trades. In my defense I made the username with zero thought at 6am before work amped up when $STPK DA dropped but there's no doubt I'm more an investor than trader Thank u all for this moment 🤝"
X Link 2021-08-06T17:56Z [----] followers, [--] engagements
"$SOFI search interest going into earnings on Thursday looks great to me. That big spike last September was SoFi Stadium grand opening Higher levels than the GME fiasco where Chamath sent out that legendary tweet shilling SoFi 😂"
X Link 2021-08-09T23:29Z [----] followers, [--] engagements
"$UPST at least I still have it in my HSA 👀"
X Link 2021-08-10T20:10Z [----] followers, [--] engagements
"Im ready to see those $SOFI lending business numbers after $UPST $LC earnings"
X Link 2021-08-10T20:49Z [----] followers, [--] engagements
"Next up of my holdings to analyze KPI's and Income Statements is $CRCT Cricut got taken to the woodshed after reporting Q2 earnings AH on Thurs so good time to take a look if this company intrigues you Q2 had both record number of Unique Users at 5.4M (+63% YoY) and GP at $131M"
X Link 2021-08-15T21:58Z [----] followers, [--] engagements
"Amusing screen more for fun than anything - EV/2021e EBITDA multiple 35x - 2021-2023e EBITDA CAGR 20% Results sorted by highest EBITDA CAGR: $LOVE $PAGS $IRBT $STNE $PRPL $DIS $PSTG $SPWR $MGM $APP Most interesting to me here is $PAGS and $STNE"
X Link 2021-08-18T00:54Z [----] followers, [--] engagements
"Interesting pop-up I got opening the $SOFI app this morning New feature allowing to track the value of your home and real estate in SoFi Relay. No clue how they track this information but quite interesting"
X Link 2021-08-22T14:10Z [----] followers, [--] engagements
"Really sucks that $DDOG doesn't break out any different revenue streams or KPIs each quarter Only KPI we get in the 10-Q's or releases are Customers w/ ARR 100k but they mention in their annual reports total customers & ones w/ ARR 1M. Cmon bro"
X Link 2021-09-01T23:30Z [----] followers, [--] engagements
"Week of 9/3 Biggest Movers Positive $KPLT +76% $AFRM +37% $MDB +28% $ZEV 23% $DOCN 22% Negative $JOAN -31% $OLO -18% $STNE -14% $CHWY -13% $ZM -13% Source: https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing https://docs.google.com/spreadsheets/d/1mtNA0gZB75EnTCDHuHBcXEKg-SEKG5LwZpYiy4ahRBQ/editusp=sharing"
X Link 2021-09-03T21:10Z [----] followers, [--] engagements
"Thought I would share my Income Statement and KPI Analysis of one of my new favorites $DDOG First a look of Datadog's lean growth and their land-and-expand strategy comparing R&D S&M as % rev expense to YoY rev growth 70% of Q2 [--] Rev growth came from existing customers"
X Link 2021-09-13T22:05Z [----] followers, [--] engagements
"FAAMG vs $QQQ $SPY over the last three years $MSFT $AAPL by far best performers followed by $GOOG then $FB My fun fact of the day is $AMZN has underperformed $QQQ over the last [--] & [--] years 😮"
X Link 2021-10-03T14:42Z [----] followers, [--] engagements
"Broad restaurant sector multiple comparison (QSR + sit down) 2021-2023 Revenue CAGR vs [----] EV/EBITDA Multiple $RRGB $TXRH $SHAK $SBUX stands out the most imo below trend line. Notable above trend line are $CMG $WING $DPZ"
X Link 2021-10-04T00:26Z [----] followers, [--] engagements
"Cathie buying $TOST in $ARKF today 👀"
X Link 2021-10-05T02:59Z [----] followers, [--] engagements
"Updating this $DDOG KPI thread with Q3 numbers In Q3 [----] Datadog saw its: - Largest YoY Growth since pre-covid - Largest R&D Spend as % of Revenue - Smallest S&M Spend as % of Revenue While also announcing [--] new products/features this quarter Quite the combination Thought I would share my Income Statement and KPI Analysis of one of my new favorites $DDOG First a look of Datadog's lean growth and their land-and-expand strategy comparing R&D S&M as % rev expense to YoY rev growth 70% of Q2 [--] Rev growth came from existing customers https://t.co/KWoEl8o2Cz Thought I would share my Income"
X Link 2021-11-06T16:05Z [----] followers, [--] engagements
"$SOFI Q3 Earnings Revenue: 277M (10% Beat 28% YoY 17% QoQ) EBITDA: 10M (1000% Beat) EPS: [-----] Members: 2.94M (96% YoY 15% QoQ) Products: 4.27M (108% YoY 16% QoQ) Q4 Guide Revenue 272M-282M (-2% Miss 52% YoY 0% QoQ) EBITDA: 2M-5M (-68% Miss) $SOFI Q3 Earnings Preview Revenue: 255M (16% YoY 9% QoQ) EBITDA: 1M EPS: [-----] Q4 Guide Revenue: 282M (41% YoY 11% QoQ) EBITDA: 11M EPS: [-----] $SOFI Q3 Earnings Preview Revenue: 255M (16% YoY 9% QoQ) EBITDA: 1M EPS: [-----] Q4 Guide Revenue: 282M (41% YoY 11% QoQ) EBITDA: 11M EPS: -0.14"
X Link 2021-11-10T21:21Z [----] followers, [--] engagements
"Extrapolating off a great $DDOG post on Saul's investing board below shows the sequential growth for revenue guidance Datadog puts out They usually guide in the 5% QoQ increase range but for Q4 this is their highest guide ever at 7.8% 👀 https://boards.fool.com/ddog-hinting-at-more-acceleration-in-q4-34971501.aspxsort=whole#34971501 https://boards.fool.com/ddog-hinting-at-more-acceleration-in-q4-34971501.aspxsort=whole#34971501"
X Link 2021-11-12T13:24Z [----] followers, [--] engagements
"Can someone explain to me why $BILL is treated and valued as a SaaS company From what I'm seeing this is a semi new revenue makeup going heavily transaction based but shouldn't this pose a re-rate Financials weren't as impressive as I'd hoped as well gonna pass here 🤷♂"
X Link 2021-11-12T14:47Z [----] followers, [--] engagements
"Should be a fun week Holdings reporting: $SE $DLO Following: $HD $TGT $TJX $INTU $PANW #earnings for the week https://t.co/lObOE0dgsr $BABA $NVDA $WMT $TSN $TGT $HD $LCID $SE $RAIL $M $AMAT $LOW $BIDU $JD $OEG $GMBL $ZIM $OTLY $CSCO $HHR $POWW $RMBL $TJX $KSS $FL $STNE $BFLY $WMG $IDEX $JMIA $KLIC $SONO $ACM $IQ $BILI $VBLT $PTN $KALA $NTES $CSIQ $CMAX $AAP https://t.co/IfPFCwJkoG #earnings for the week https://t.co/lObOE0dgsr $BABA $NVDA $WMT $TSN $TGT $HD $LCID $SE $RAIL $M $AMAT $LOW $BIDU $JD $OEG $GMBL $ZIM $OTLY $CSCO $HHR $POWW $RMBL $TJX $KSS $FL $STNE $BFLY $WMG $IDEX $JMIA $KLIC"
X Link 2021-11-13T14:10Z [----] followers, [--] engagements
"Datadog partners with Confluent to provide deep visibility into the health and performance of fully managed cloud-native Apache Kafka clusters Love to see this collab between two holdings $DDOG $CFLT https://investors.datadoghq.com/news-releases/news-release-details/datadog-announces-real-time-monitoring-confluent-cloud https://investors.datadoghq.com/news-releases/news-release-details/datadog-announces-real-time-monitoring-confluent-cloud"
X Link 2021-11-18T21:19Z [----] followers, [--] engagements
"Cloud Infrastructure Rule of [--] Scores I value a mix of high growth paired with positive FCF margins (shown in green) or within 10% (orange) $SNOW $DDOG $CRWD $ZS $ESTC $DOCN all stand out here to me Only ones not in my port are $SNOW and $ZS which I hope to own soon"
X Link 2021-11-18T22:37Z [----] followers, [---] engagements
"Am I crazy enough to buy $ZS at absolute peak multiples 🧐 (I plan on at least waiting until Q3 report)"
X Link 2021-11-20T20:05Z [----] followers, [--] engagements
"12/9 Daily vs Average Volume High Side $RH 636% (+5%) $S 523% (-1%) $SFIX 389% (+6%) $LULU 331% (-2%) $ROKY 330% (-8%) Low Side $ZIP 28% (-3%) $OTLY 33% (-2%) $BROS 35% (-3%) $SHAK 36% (-5%) $CHGG 37% (-3%) Median 73% -3.3%"
X Link 2021-12-09T22:44Z [----] followers, [--] engagements
"12/10 Daily vs Average Volume High Side $CXM 594% (+11%) $FIGS 570% (-21%) $CHWY 432% (-8%) $LESL 298% (0%) $S 265% (+5%) Low Side $APP 28% (0%) $CRCT 32% (+1%) $PSFE 33% (-1%) $CELH 34% (-1%) $TTD 34% (-1%) Median 69% -1.3%"
X Link 2021-12-10T21:44Z [----] followers, [--] engagements
"Created fwd looking Rule of [--] SaaS Scores using [----] proj for FCF via Tikr Green: +FCF Margins Orange: -10% FCF Margins Red: -10% FCF Margins $DLO $SNOW $ZI $CRWD $GLBE $ZS $ADBE $NOW $DDOG $PANW $DT $TEAM $ZM $PLTR $MSFT $ADSK $SHOP $OKTA $HUBS $CRM $DOCN $SEMR $TASK $NET"
X Link 2021-12-11T23:03Z [----] followers, [---] engagements
"For my continued very amateur software financials presentation I've created the Jiggy Capital (JC) Score - my take on a modified PEG score: [----] Rule of [--] Score / (EV/2022 Gross Profit Multiple) $PANW $ADSK $CRM $TASK $ZI $SPLK $HUBS $ZM $PD $DT $FIVN $AYX $ADBE $NICE $MSFT"
X Link 2021-12-12T00:06Z [----] followers, [---] engagements
"Top 2022e FCF Margins $V 57% $EVVTY 51% $MA 46% $ADBE 41% $DLO 40% $ZI 38% $TTD 35% $FTNT 35% $PANW 33% $MSFT 33% $NOW 31% $ATVI 31% $INTU 30% $DT 30% $CRWD 30% $NVDA 29% $TEAM 29% $EBAY 28% $ADSK 28% $NICE 28% $FVRR 28% $EA 28% $PUBM 27% $GOOG 26% $UPST 26% $ETSY 26% $AAPL 25%"
X Link 2021-12-12T17:19Z [----] followers, [---] engagements
"Q3 13F filings checks out $ZI"
X Link 2021-12-15T18:49Z [----] followers, [--] engagements
"2021 Biggest Movers Positive $UPST 271% $MARA 214% $INMD 197% $ASAN 152% $FTNT 141% $LC 129% $NVDA 125% $DDD 106% $CROX 105% $DKS 105% $SPT 100% $SI 99% $BILL 83% $DDOG 81% $NET 73% $SWAV 72% $INTU 69% $NEWR 68% $HUBS 66% $GOOG 65% $TEAM 63% $LYV 63% $LOW 61% $ZS 61% $AMD 57%"
X Link 2021-12-31T22:21Z [----] followers, [--] engagements
"3% Promo margin interest rate with 5% after promo expires in June in SoFi Invest"
X Link 2022-02-04T17:56Z [----] followers, [--] engagements
"Investment property loans from SoFi Loans"
X Link 2022-02-04T17:57Z [----] followers, [--] engagements
"$CRM is interesting to me here feels pretty cheap They don't report until March 1st sadly"
X Link 2022-02-09T02:43Z [----] followers, [--] engagements
"Created a live tracker for [--] ETFs I find interesting $WCLD - WisdonTree Cloud Computing $IGV - iShares Software $WCBR - WisdomTree Cybersecurity $PLAT - WisdomTree Growth Leaders The sheet will auto update weighting % and ETF-weighted FCF Yield % https://docs.google.com/spreadsheets/d/1klYQZeJTNBU7FMrA6opzrfj5PohnQJPH1AQzVuA2qLg/editusp=sharing https://docs.google.com/spreadsheets/d/1klYQZeJTNBU7FMrA6opzrfj5PohnQJPH1AQzVuA2qLg/editusp=sharing"
X Link 2022-02-20T16:39Z [----] followers, [--] engagements
"$IGV - iShares Tech-Software Expense Ratio: 0.43% ETF-Weighted FCF Yield: 2.63% ETF-Weighted Market Cap: 268.8B Average Weight: 0.78% Top [--] Weight: 51% Top [--] Holdings: $MSFT 9.0% $CRM 7.8% $ADBE 7.3% $INTU 6.5% $ORCL 5.8% $NOW 5.3% $ATVI 3.0% $ADSK 2.3% $PANW 2.3% $SNPS 2.1%"
X Link 2022-02-20T19:06Z [----] followers, [--] engagements
"$WCBR - WisdomTree Cybersecurity Expense Ratio: 0.45% ETF-Weighted FCF Yield: 2.00% ETF-Weighted Market Cap: 21.2B Average Weight: 3.7% Top [--] Weight: 52% Top [--] Holdings: $DDOG 7.6% $PANW 6.8% $RPD 5.1% $NET 4.9% $TENB 4.9% $FTNT 4.9% $ZS 4.7% $TMICY 4.3% $OKTA 4.3% $SAIL 4.2%"
X Link 2022-02-20T19:06Z [----] followers, [--] engagements
"Yet another month of higher than expected portfolio turnover but I've never felt better about how the ports constructed Entered: $IGV $SHOP Added to: $GOOG $TEAM $WCLD $NOW $CRWD $SNOW $FRSH $SPT $DLO $MDB Trimmed: $DOCN $SOFI Exited: $ZEN $ZS $SEMR $BRZE $TWLO $NET $INTU March Portfolio 14% - $DDOG 11% - $IGV 8% - $GOOG 6% - $WCLD $TEAM $NOW $BILL $CRWD 5% - $HUBS $SNOW $DOCN $FRSH 4% - $SPT $DLO $MDB $SHOP 2% - $S 1% - $SOFI Cash 0% https://t.co/waG7T0PrT8 March Portfolio 14% - $DDOG 11% - $IGV 8% - $GOOG 6% - $WCLD $TEAM $NOW $BILL $CRWD 5% - $HUBS $SNOW $DOCN $FRSH 4% - $SPT $DLO $MDB"
X Link 2022-02-26T15:03Z [----] followers, [--] engagements
"Hilarious that I thought the CHIPS act was passed way long ago last year but naw and that 55B in semi manufacturing subsidies is still upside to come Good ol government efficiency with [--] mo between votes on different bills that include the CHIPS act that still needs resolution"
X Link 2022-03-11T17:52Z [----] followers, [--] engagements
"Datadog the first name I think of when I hear defensive software 😂 Goldman Sachs Picks Defensive' Software Stocks to Help You Navigate Turbulence $MSFT $CRM $DDOG $INTU $WDAY Goldman Sachs Picks Defensive' Software Stocks to Help You Navigate Turbulence $MSFT $CRM $DDOG $INTU $WDAY"
X Link 2022-05-31T15:11Z [----] followers, [--] engagements
"When is $ABNB interesting to you Now 5%-15% Lower 20%+ Lower Now 5%-15% Lower 20%+ Lower"
X Link 2022-06-05T15:13Z [----] followers, [--] engagements
"Hope to put out my portfolio review substack post in the next week Putting this out there for myself so I actually finish the write up this time after missing end of Q1 😅 Ive already had three portfolio moves this week selling out of $FICO and $TYL and entering $MA"
X Link 2022-07-08T15:43Z [----] followers, [--] engagements
"What an insane historical enterprise value chart for $TWLO First reached their current enterprise value of 11.4B in February 2019"
X Link 2022-07-16T03:28Z [----] followers, [--] engagements
"My top [--] holdings margin profile trends: $TEAM - Both FCF and OpInc has dipped as company has said it's heavily reinvesting $DDOG - First time being TTM OpInc positive 👀 $NOW - FCF margins have held steady but OpInc has dipped $HUBS - BL margins noticeably dipped this past Q"
X Link 2022-08-08T03:06Z [----] followers, [--] engagements
"New $MA SpendingPulse report on August data and Holiday Season forecasts"
X Link 2022-09-12T13:05Z [----] followers, [--] engagements
"Anyone have an idea of what current $CRM non-gaap S&M % look like Their def is net SBC and amort of purch intangibles but not seeing prev # in 10Ks or ER FY22 S&M: 14.4B - 1.1B S&M SBC - = 50.1% of revs FY26 S&M % Rev goal of 35%"
X Link 2022-09-27T00:18Z [----] followers, [--] engagements
"Growth price action vs broad market has continued to be interesting on this next leg down Another example today is $DDOG and growth bouncing off lows but $GOOG and broad market with no bounce"
X Link 2022-09-27T17:54Z [----] followers, [--] engagements
"The current landscape of software FedRAMP clearance High Impact: $AMZN $MSFT $GOOG $ZS $CRM $OKTA $CYBR $AXON Medium Impact: $PANW $ESTC $DT $DDOG $COUP $ADSK $ADBE $CRWD $PLTR $WDAY $SNOW $NET $NEWR $QLYS $TENB $DOCU $TYL $SPLK $SMAR $ZM $INFA $S Low Impact: $TEAM $CXM $ZEN"
X Link 2022-10-08T14:31Z [----] followers, [---] engagements
"Top [--] technology stocks highest above their 52w lows: $CPNG 81% $GENI 79% $RBLX 64% $PWSC 56% $COIN 52% $SEMR 52% $CHWY 48% $GLBE 47% $FOUR 45% $SQSP 45% $TOST 43% $PCTY 42% $NFLX 41% $SPT 41% $SNOW 38% $ZI 38% $ETSY 38% $GTLB 37% $CFLT 35% $PINS 32%"
X Link 2022-10-16T16:08Z [----] followers, [---] engagements
"Technology stocks closest to their 52w low: $VEEV 0% $SQ 0% $PATH 0% $DDOG 0% $RVLV 0% $SE 1% $DOCS 1% $FVRR 1% $SOFI 1% $W 1% $BLND 1% $UPWK 1% $NOW 1% $ROKY 2% $FSLY 2% $TENB 2% $CARG 2% $ICE 2% $TWLO 2% $PD 2% $GOOG 2% $NICE 2% $PDG 2% $MCO 2% $TDUP 2% $U 2% $ADI 2%"
X Link 2022-10-16T16:08Z [----] followers, [--] engagements
"Me trying not to ape into $COST"
X Link 2022-10-24T03:14Z [----] followers, [--] engagements
"Im sorry for tempting the market gods and even muttering the words yeeted -20% on earnings $TEAM 🥲 I was most nervous about $HUBS being yeeted -20% on earnings (esp after ZI) given importance of new logos driving NNARR so of course its up double digits AH lolI will take it 😂 I was most nervous about $HUBS being yeeted -20% on earnings (esp after ZI) given importance of new logos driving NNARR so of course its up double digits AH lolI will take it 😂"
X Link 2022-11-03T20:34Z [----] followers, [--] engagements
"Entered another starter position today to push me to do more work on in $FND Thought about just adding $HD to my recent $LOW entry but like the prospects of our hardwood floor megastore overlord Small starter positions in $LOW and $VEEV for me this morning that Id like to own LT Will have fun reading up on these names and would appreciate any pods or write ups recs Listened to the recent $HD BB pod already of course Small starter positions in $LOW and $VEEV for me this morning that Id like to own LT Will have fun reading up on these names and would appreciate any pods or write ups recs"
X Link 2022-11-18T17:19Z [----] followers, [--] engagements
"January Portfolio 14% - $IGV 13% - $QQQE 11% - $RSP 7% - $NOW $DDOG 6% - $LULU $RHS $HUBS 5% - $AMZN $MA $GOOG 4% - $SNPS $MSCI $FND $CMG 3% - $TXRH Cash: -3%"
X Link 2022-12-30T21:30Z [----] followers, [----] engagements
"@BucknSF Databricks recruiter still emailing me constantly"
X Link 2023-01-09T22:32Z [----] followers, [---] engagements
"May I interest you in a compounder rollup pest control co at 45x P/E So ridiculous it's held that multiple for so long I'm semi intrigued 😂 $ROL"
X Link 2023-01-11T23:52Z [----] followers, [----] engagements
"$CMG ran pretty hard into earnings 11% TL + double miss is fair for move back to prices not seen since last Wednesday 😂 Guided that this Q was bottom in SSS and [---] store openings their most ever. TTM openings ticking back up w/ strong [--] guide and nice YoY margin gains still"
X Link 2023-02-08T12:56Z [----] followers, [----] engagements
"Feel like I laid my cards out that Im a dummy a long time ago so no shame in silly question here I went from owning zero ADRs to now [--] is it actually worth owning the ordinary shares vs ADRs And if so easiest way to do so Fidelity or IBKR"
X Link 2023-02-09T14:10Z [----] followers, [----] engagements
"@ecommerceshares @JonahLupton $CDR.WA 🤌"
X Link 2023-02-22T03:04Z [----] followers, [---] engagements
"What do we think the right multiple/valuation is for $ENPH"
X Link 2023-03-03T13:33Z [----] followers, [----] engagements
"$AMPL customer data trends from annual disclosures - 1mm+ ARR customers adds came to a pretty big halt in [----] with only one net add - 100k+ ARR custs held in relatively better but still neg net new adds YoY - Gen paying custs net adds was flat which is better than I expected"
X Link 2023-04-12T01:59Z [----] followers, [---] engagements
"New $CMG all time high 🤝 Getting chipotle after earnings beats is truly the simple things in life think this is my best ever $ winner Sup haters https://t.co/viNrpH4LKW Sup haters https://t.co/viNrpH4LKW"
X Link 2023-04-26T13:59Z [----] followers, [----] engagements
"May Portfolio: 7% - $HUBS 6% - $PYPL $AMZN $NOW $QQQE $IGV $CMG 5% - $DDOG $MA $LULU $ENPH $NTDOY 4% - $ZS $TXRH 3% - $ADYEY $BILL $AMPL $PCOR $GTLB $NRDS 1% - $OTGLY $ATZAF Cash: 5%"
X Link 2023-04-29T14:06Z [----] followers, [----] engagements
"With $MSFT strength all of the current rage curious what people smarter than me think of as the best-of-breed SaaS co that has best relationship/co-selling $ZS feels like its up there"
X Link 2023-05-01T13:28Z [----] followers, [----] engagements
"I had a [---] avg on $FICO and sold it because I was worried about scores demand into interest rate hikes cycle Little did I know they could just flex their monopoly and price gauge their way out and here we are a double later 🥲 I am retail Hope to put out my portfolio review substack post in the next week Putting this out there for myself so I actually finish the write up this time after missing end of Q1 😅 Ive already had three portfolio moves this week selling out of $FICO and $TYL and entering $MA Hope to put out my portfolio review substack post in the next week Putting this out there"
X Link 2023-05-01T18:43Z [----] followers, [----] engagements
"I am now an $ADBE long 🤝 Think there is a lot of unjust narrative overhang when the actual company is performing quite well set and to grow EPS DD for quite some time Getting pretty much market multiple for that dynamic is pretty damn interesting to me here"
X Link 2023-05-15T13:36Z [----] followers, [----] engagements
"I mean someone large is gotta be blowing out of $AMPL today unless Im missing news 😂"
X Link 2023-05-16T15:25Z [----] followers, [----] engagements
"1.5B buyback might not be the best use of capital for $NOW from the cheap seats"
X Link 2023-05-16T20:33Z [----] followers, [--] engagements
"Think Zettle is next on chopping block for $PYPL"
X Link 2023-05-17T17:31Z [----] followers, [--] engagements
"Lack of buyers stepping into $PYPL here is pretty depressing if I must say"
X Link 2023-05-18T13:54Z [----] followers, [----] engagements
"$ULTA back under 20x fwd P/E has caught my attention seems pretty reasonable if you think beauty can hold up. I'm still salty I missed out on $ELF so bad lol They smashed SSS expects last Q and impressive that it's coming from txns not price"
X Link 2023-05-23T11:54Z [----] followers, [----] engagements
"$ADBE The all new Generative Fill in @Photoshop changes everything Remove complex objects add/replace elements seamlessly extend your images and more. #AdobeFirefly https://t.co/Y4CWeWqqqd The all new Generative Fill in @Photoshop changes everything Remove complex objects add/replace elements seamlessly extend your images and more. #AdobeFirefly https://t.co/Y4CWeWqqqd"
X Link 2023-05-23T14:41Z [----] followers, [----] engagements
"@US_Dhuga Yeah going from $ULTA to $FL was a pretty interesting move. New ulta ceo been with the company for a decade+ starting as CMO What I like about ulta is theres a large assortment of price ranges there to cater to different buyer types and they got a banger of a loyalty program"
X Link 2023-05-23T15:26Z [----] followers, [--] engagements
"Its funny how I could see how $ADBE generative fill democratizes creative cloud outside graphic designers and seats see uplift or productivity gains contract number of seats needed at org Will be fun to see play out but damn are we witnessing some exciting innovation quickly"
X Link 2023-05-24T13:13Z [----] followers, [--] engagements
"Looks like $ADBE pricing strategy around generative fill will be X amount of generate credits per CC seat and up charge for additional usage Theyre currently footing the bill in Beta testing which makes sense"
X Link 2023-06-24T18:37Z [----] followers, 13.7K engagements
"Market giving me another shot at $TSCO looks like 👀"
X Link 2023-05-28T17:25Z [----] followers, [--] engagements
"@marc_slans Yeah I saw that will be something to monitor but I feel pretty good about $TSCO management being able to defend if needed All retail stocks have been selling off pretty hard lately maybe some $LOW related sell-off in there but think 20x P/E is pretty attractive here"
X Link 2023-05-29T13:30Z [----] followers, [--] engagements
"$PYPL honestly so funny for this"
X Link 2023-05-30T19:08Z [----] followers, [--] engagements
"$SBUX growing units double digits still on a 36k base is pretty wild if you ask me"
X Link 2023-05-31T12:58Z [----] followers, [--] engagements
"June Portfolio 8% - $PYPL $ZS 7% - $HUBS $NOW 6% - $AMZN $ADBE $DDOG 5% - $ENPH $CMG $NTDOY 4% - $MA $LULU $ULTA 3% - $CDR.WA $ADYEY $TXRH $AMPL $ATZ.TO $TSCO 1% - $FWRG Cash: 6%"
X Link 2023-05-31T21:35Z [----] followers, [----] engagements
"Man am I happy to be done with earnings szn this Q Thx $LULU for pulling thru would have been quiiiiiite dire for retail stocks if they missed (or even more so lol)"
X Link 2023-06-01T20:16Z [----] followers, [---] engagements
"@WavyCapital Sounds like we have a new marginal buyer of $PYPL 🤝🤌🤝"
X Link 2023-06-02T15:04Z [----] followers, [--] engagements
"Pieced together a group of consumer discretionary names with highest unit count growth guidance Green = FCFe+ Red = FCFe- (FND PTLO ATZ would be if SBUX didnt warp this so much) $BROS $FND $PTLO $SHAK $FIVE $SBUX $WING $FWRG DD% cutline $CMG $BURL $LULU $TXRH $ATZ Any missing"
X Link 2023-06-03T16:52Z [----] followers, [----] engagements
"Circling back to $BROS after kind of forgetting about it since its IPO. Any fans out there Comps being negative is a tough look when youre looking to grow locations by 20%+ this year but 1.6B MC and almost half the p/s mult as $SBUX makes this at least semi interesting to me"
X Link 2023-06-05T14:34Z [----] followers, [--] engagements
"@jablamsky I will say its a semi red flag that $SBUX posted 12% same store sales growth in USA for Q1 where $BROS had a -2% number I dont think they have any in Illinois just yet sadly still havent tried it"
X Link 2023-06-05T15:04Z [----] followers, [--] engagements
"Back on my staples bs and bought a 1% position in $HSY that I would love to scale into at more reasonable levels Skinny Pop taking over the world what a baller deal that was 😂 I also entered $RHS - S&P [---] Equal Weight Consumer Staples ETF today and made the switch from $IGV to $RYT - S&P [---] EW Tech ETF I also entered $RHS - S&P [---] Equal Weight Consumer Staples ETF today and made the switch from $IGV to $RYT - S&P [---] EW Tech ETF"
X Link 2023-06-07T13:25Z [----] followers, [----] engagements
"So whats the point of this $PYPL meeting today if theyre not going to announce new CEO"
X Link 2023-06-08T14:38Z [----] followers, [--] engagements
"Lmao so on brand wouldve made too much sense to announce new $PYPL CEO at this meeting Now we get to hear the same rundown weve heard in each of the [--] conferences theyve attended this year. Nice"
X Link 2023-06-08T19:15Z [----] followers, [---] engagements
"$HSY Snack Portfolio: - 1.1B TTM Sales - 17.3% Op Margin Brands: -Skinny Pop - Acq in '17 for 1.6B - 495mm '22 Sales growing 20% -Pirate's Booty - Acq in '18 for 420mm - '22 Sales sales flat -Dot's Pretzels - Acq in '21 for 1.2B - 335mm '22 Sales growing 32%"
X Link 2023-06-10T14:40Z [----] followers, [----] engagements
"$HSY taken salty snacks from 2.8%/1.7% of TTM Rev/OpInc in Q1 [--] to 10.0%/5.8% in Q1 [--] Mgmt outlined they want to see this grow to 20% of sales in next decade and are always scouting further potential M&A targets Has given them oppty to create salty & sweet offerings as well"
X Link 2023-06-10T15:00Z [----] followers, [---] engagements
"$ULTA vs $TSCO valuation dynamics are pretty interesting for both being specialty retail around same ish MC TSCO been the bigger MC post covid mostly due to multiple diff but save for a one yr window Apr20-21 Ulta has been the much better operator still. Pretty big P/E gap now"
X Link 2023-06-13T11:51Z [----] followers, [--] engagements
"@ComebackCap Yeah I own both as of recent and I'm quite happy about oppty of market hating retail stocks currently haha. When do we get crazy and buy $DG 😂"
X Link 2023-06-13T12:12Z [----] followers, [--] engagements
"Found the reason for $LULU outperformance today 👀 CC: @StockMarketNerd"
X Link 2023-06-15T02:04Z [----] followers, [----] engagements
"$MSCI 36x fwd P/E getting tempting for me to revisit🧐"
X Link 2023-06-18T13:31Z [----] followers, [----] engagements
"I also want to dig into $FDS more this time around as well think it's another pretty interesting info services name"
X Link 2023-06-18T13:37Z [----] followers, [----] engagements
"Update: prolly buying both $MSCI (again) and $FDS soon here. FactSet reports earnings on Thurs which will be interesting Info services a true never sell sector for me Im dumb for getting cute selling my MSCI earlier this year on valuation even tho were below that price rn"
X Link 2023-06-19T14:54Z [----] followers, [--] engagements
"@ComebackCap $NDAQ prolly deserves it for that deal last week but yeah I agree. $SPGI has been pretty strong tho"
X Link 2023-06-19T15:33Z [----] followers, [---] engagements
"Pretty great visual on $ENPH portfolio here The #Enphase team rocked it at the @Intersolar Europe Conference in Munich Our time in Germany provided us with an invaluable opportunity to collaborate with others in the #solar industry. We extend our thanks to the #Intersolar Europe community for having us #InterSolar2023 https://t.co/OrsBfqtp9U The #Enphase team rocked it at the @Intersolar Europe Conference in Munich Our time in Germany provided us with an invaluable opportunity to collaborate with others in the #solar industry. We extend our thanks to the #Intersolar Europe community for"
X Link 2023-06-19T17:46Z [----] followers, [----] engagements
"Rory pick is pain. Exact rerun of St Andrews last year but Clark earned it just like mullet did 3/5 on T10s and T20s were a mess at 0/5 lol Suh and Theegala both at T27 hurts So in on Min Woo Lee moving forward love to see my guy Harris English back on it after injuries too"
X Link 2023-06-20T03:00Z [----] followers, [----] engagements
"$FDS took down ARR guide due to uncertainty around banking hiring class size in their FYQ4 (wonky CYQ3) Any anecdotal evidence on how hiring looks fellow fintwit FactSet reports earnings on Thursday AM that guidance was given in March during SVB chaos 🧐"
X Link 2023-06-20T14:38Z [----] followers, [----] engagements
"$FDS CFO at Barclays conference in May: So were happy to see that the pressures on banking sector have abated to some degree and in next answer adds it has abated a bit quite a bit $FDS took down ARR guide due to uncertainty around banking hiring class size in their FYQ4 (wonky CYQ3) Any anecdotal evidence on how hiring looks fellow fintwit FactSet reports earnings on Thursday AM that guidance was given in March during SVB chaos 🧐 $FDS took down ARR guide due to uncertainty around banking hiring class size in their FYQ4 (wonky CYQ3) Any anecdotal evidence on how hiring looks fellow fintwit"
X Link 2023-06-20T17:07Z [----] followers, [----] engagements
"@ValueStockGeek This is how $WSO $ROL etc trade at 1000x PE and it makes me sad"
X Link 2023-06-20T21:11Z [----] followers, [----] engagements
"Continued my rabbit hole into industrials over the weekend and bought a 1% pos in $ROL this morning Valuation is always wild and hoping I get to build this position closer to 30x fwd but this thing is fr such a beast"
X Link 2023-06-26T13:52Z [----] followers, [---] engagements
"@StockMarketNerd $FDS reported last week and was kind of a stinker on billings. Should be an interesting Q2 report szn (as always lol)"
X Link 2023-06-26T15:28Z [----] followers, [---] engagements
"$SITE $ROL 👀 US May New Home Sales +12.2% To 763K; Consensus 675.0K US May New Home Sales Supply At [---] Months US May New Home Sales +12.2% To 763K; Consensus 675.0K US May New Home Sales Supply At [---] Months"
X Link 2023-06-27T14:09Z [----] followers, [---] engagements
"@AlphaSeeker84 Weird $ZS omission"
X Link 2023-06-28T13:27Z [----] followers, [---] engagements
"July Portfolio 7% - $HUBS $ZS $NOW 6% - $PYPL $AMZN $DDOG 5% - $CMG $NTDOY $ENPH $MA $CDR.WA $LULU 3% - $ULTA $ADYEY $ATZ.TO $TXRH $TSCO $HSY 2% - $MSCI $FWRG $SITE 1% - $ROL Cash: 6% YTD: +32.9% QQQ: +39.7%"
X Link 2023-07-01T13:36Z [----] followers, [----] engagements
"I've u/p $QQQ this year by 680bps but hard for me to be angry w that given the drivers Being heavy E/W ETFs for beg of year I think what prevented me from this being o/p ytd even tho those ETFs are what helped me beat QQQ last year haha Ws: $ZS $ADBE $BILL Ls: $RSP $ENPH $PYPL"
X Link 2023-07-02T03:16Z [----] followers, [--] engagements
"$HEI has quickly shot up my would love to own at more reasonable multiple watchlist"
X Link 2023-07-05T15:24Z [----] followers, [---] engagements
"@CoorsLightCEO Itd be fun to make elons investment go to zero but honestly no ads currently is quite nice. Ill be on both forsure tho I love searching the $tag of stocks I own too much 😂"
X Link 2023-07-06T13:08Z [----] followers, [--] engagements
"@ComebackCap Agree that $BURL is interesting"
X Link 2023-07-07T18:00Z [----] followers, [---] engagements
"Best long among $AON $MMC $AJG $BRO"
X Link 2023-07-09T17:44Z [----] followers, [----] engagements
"I have like 10% of the followers compared to here but get much more engagement there no joke If they update the wanted features in the next 2-3 weeks I sadly think this could be it for Twitter and like I said Ive loved it here Not being showered with ads has been refreshing"
X Link 2023-07-09T22:35Z [----] followers, [---] engagements
"Barely feel like a functioning human after this weekend but man is up north Michigan in the summer elite Fun welcome back with [--] earnings reports this week: Tues: $MSCI Weds: $CMG $ROL $NOW Thurs: $ENPH $AJG $HSY $TXRH $TSCO First day of boys golf trip in up north Michigan today Blind [---] yrd up hill par [--] back pin and I hit it to legit [--] inches I will be thinking about this shot literally every day until I get a HIO (never). Pain is an understatement First day of boys golf trip in up north Michigan today Blind [---] yrd up hill par [--] back pin and I hit it to legit [--] inches I will be thinking"
X Link 2023-07-24T13:13Z [----] followers, [----] engagements
"Shouldve bought more $MSCI but at least I got myself back involved Nice 3% beat on revs and 5% on EPS"
X Link 2023-07-25T13:46Z [----] followers, [--] engagements
"@Chrisbagmancap $HEI 🤝"
X Link 2023-07-26T15:43Z [----] followers, [--] engagements
"@marc_slans Bought some $ROL today"
X Link 2023-07-27T18:50Z [----] followers, [---] engagements
"August Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 6% - $DDOG 5% - $NTDOY $MA $CMG $CDR.WA $LULU $ENPH 4% - $ADYEY $HSY $TXRH 3% - $ULTA $MSCI 2% - $SITE $HEI $RYAN $AJG $ROL Cash: 7%"
X Link 2023-07-31T22:20Z [----] followers, [----] engagements
"Portfolio changes in the month of July: Entered: $HEI $RYAN $AJG Added to: $HSY $SITE $ROL Trimmed: $DDOG Sold: $PYPL $ATZ.TO $TSCO $FWRG Funny that this is a relatively low activity month for me lol August Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 6% - $DDOG 5% - $NTDOY $MA $CMG $CDR.WA $LULU $ENPH 4% - $ADYEY $HSY $TXRH 3% - $ULTA $MSCI 2% - $SITE $HEI $RYAN $AJG $ROL Cash: 7% https://t.co/wxX5G2QNfi August Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 6% - $DDOG 5% - $NTDOY $MA $CMG $CDR.WA $LULU $ENPH 4% - $ADYEY $HSY $TXRH 3% - $ULTA $MSCI 2% - $SITE $HEI $RYAN $AJG $ROL Cash: 7%"
X Link 2023-07-31T22:32Z [----] followers, [----] engagements
"$ANET hype out of control huh"
X Link 2023-08-04T00:10Z [----] followers, [---] engagements
"Just realized $AMZN currently my largest position for the first time after the $HUBS and $ZS sell offs I entered AMZN in December so pretty lucky timing overall 😂"
X Link 2023-08-09T13:17Z [----] followers, [---] engagements
"$ULTA .@ultabeauty is seeing a rise in foot traffic and longer visits. Visits lasting over [--] mins now stand at 49.1% showing growth from 47.8% the previous year. Additionally customer loyalty has increased with 34.4% visiting twice in H1 [----] compared to 31.6% the prior year. .@ultabeauty is seeing a rise in foot traffic and longer visits. Visits lasting over [--] mins now stand at 49.1% showing growth from 47.8% the previous year. Additionally customer loyalty has increased with 34.4% visiting twice in H1 [----] compared to 31.6% the prior year"
X Link 2023-08-21T17:37Z [----] followers, [---] engagements
"Im such a dummy for getting the urge to buy $MSFT after its run up a million % [---] at 25x fwd PE would be quite enticing"
X Link 2023-08-29T14:53Z [----] followers, [---] engagements
"Also added to $HEI this morning on earnings decline from small EBITDA miss it seems"
X Link 2023-08-29T14:54Z [----] followers, [---] engagements
"$RYAN new all time high today 👀 All the insurance brokers been strong on bad Midwest weather last week and now hurricane news in Florida $AJG $BRO $AON"
X Link 2023-08-29T15:51Z [----] followers, [--] engagements
"September Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 5% - $MA $ENPH $NTDOY $DDOG $CMG $CDR.WA $LULU 4% - $ADYEY 3% - $HSY $TXRH $ULTA $SITE $MSCI $HEI $ROL $RYAN 2% - $AJG $MSFT Cash: 3%"
X Link 2023-08-31T21:06Z [----] followers, [----] engagements
"Month of August portfolio changes: Entered: $MSFT Added to: $ENPH $ADYEY $SITE $HEI $RYAN Trimmed: N/a Exited: N/a (shocking) September Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 5% - $MA $ENPH $NTDOY $DDOG $CMG $CDR.WA $LULU 4% - $ADYEY 3% - $HSY $TXRH $ULTA $SITE $MSCI $HEI $ROL $RYAN 2% - $AJG $MSFT Cash: 3% https://t.co/DZjhD0d8rB September Portfolio 8% - $ZS $HUBS $NOW 7% - $AMZN 5% - $MA $ENPH $NTDOY $DDOG $CMG $CDR.WA $LULU 4% - $ADYEY 3% - $HSY $TXRH $ULTA $SITE $MSCI $HEI $ROL $RYAN 2% - $AJG $MSFT Cash: 3% https://t.co/DZjhD0d8rB"
X Link 2023-08-31T21:15Z [----] followers, [----] engagements
"@JasonGreenwal12 @rhunterh Im a long (both of these) but unless $ULTA decides to go crazy international I dont think the growth is there for this type of outcome"
X Link 2023-09-01T14:00Z [----] followers, [--] engagements
"$ROL getting smacked on existing shareholder secondary priced at $35 looks like. None of proceeds going to Rollins"
X Link 2023-09-07T13:48Z [----] followers, [----] engagements
"$ROL secondary net amount about 1B after Rollins buying back about 23% of the offered shares. Gary Rollins selling 17% of his shares and has 1yr lockup from selling any further I bought some more this week currently at 31x [--] FCF. Lets see if we end up here again next fall 😂 $ROL getting smacked on existing shareholder secondary priced at $35 looks like. None of proceeds going to Rollins $ROL getting smacked on existing shareholder secondary priced at $35 looks like. None of proceeds going to Rollins"
X Link 2023-09-09T13:28Z [----] followers, [----] engagements
"Better hotel longs Another classic case of stocks needing to hit ATH for me to become interested $IHG $CHH $WH $MAR $HLT $H"
X Link 2023-09-11T02:38Z [----] followers, [----] engagements
"All franchise/manage but 1st group basically all former and much higher margin profile cause of it Margins all impressive but $IHG $WH big outliers 2023e EBITDA FCF Margins $IHG 50% 31% $WH 47% 28% $CHH 34% 19% $HLT 30% 19% $MAR 19% 11% $H 16% 9%"
X Link 2023-09-11T03:09Z [----] followers, [----] engagements
"Better staples long from here $HSY - 24x 2024e FCF 9.1% 23-25e EPS CAGR $PEP - 28x 2024e FCF 8.5% 23-25e EPS CAGR"
X Link 2023-09-11T11:58Z [----] followers, [---] engagements
"Wild ride $ZS has been Tempting market gods here once again"
X Link 2023-09-11T13:55Z [----] followers, [---] engagements
"@SamRo $COST lower than I expected and $FIVE higher. $TJX vs $BURL $ROST difference also interesting"
X Link 2023-09-11T14:51Z [----] followers, [---] engagements
"$AJG isnt the type of company I would expect to have public quarterly investor calls on top of normal earnings call but Ive really enjoyed these knowing basically nothing about industry"
X Link 2023-09-13T20:26Z [----] followers, [---] engagements
"Well the good news is $ENPH is no longer the worst performer of the three solar stocks I looked at buying but man am I a dummy for not going with commercial solar instead of resi $ARRY A classic episode on guess which one I bought last month https://t.co/EqcZch3LBx A classic episode on guess which one I bought last month https://t.co/EqcZch3LBx"
X Link 2023-09-16T14:43Z [----] followers, [----] engagements
"Hard market 4eva $AJG $RYAN Insurance Broker organic growth has been fantastic https://t.co/X5WLx5vuBd Insurance Broker organic growth has been fantastic https://t.co/X5WLx5vuBd"
X Link 2023-09-18T13:32Z [----] followers, [----] engagements
"$HSY hiring former $AMZN VP of Supply Chain Optimization Technology as first CTO of company"
X Link 2023-09-19T13:25Z [----] followers, [---] engagements
"Pretty beefy deal announced for $AJG this morning acquiring Eastern Insurance (ranked in top 50) for $510mm in cash Eastern [----] revenues of 99.2mm comes out to 5.1x P/S. Applying 20yr rev CAGR of 6.8% to estimate [--] numbers comes out to 4.8x P/S"
X Link 2023-09-20T14:40Z [----] followers, [---] engagements
"I appreciate someone trying to be a hero here for me lol $ENPH Reading r/Solar people are pretty excited about new 5P battery but needs to show up in numbs. Battery biz has been quite disappointing over last year"
X Link 2023-09-21T14:52Z [----] followers, [---] engagements
"@lhamtil Curious to see how this plays out w $MSCI. ESG healthy portion of bull case"
X Link 2023-09-21T15:19Z [----] followers, [---] engagements
"Pretty tempted to make the switch from $HSY to $PEP"
X Link 2023-09-24T17:06Z [----] followers, [----] engagements
"Cant resist not adding to $ULTA here 😅"
X Link 2023-09-26T14:54Z [----] followers, [---] engagements
"October Portfolio 8% - $ZS 7% - $NOW $HUBS $AMZN 6% - $ENPH 5% - $MA $LULU $NTDOY $CMG $DDOG 4% - $ULTA $TXRH $CDR.WA $ADYEY 3% - $SITE $ROL $MSCI $HEI $RYAN 2% - $AJG $IHG $ELF Cash: 5% YTD: +25.1% $QQQ: +35.5%"
X Link 2023-10-01T15:51Z [----] followers, [----] engagements
"Month of September Portfolio Changes Entered: $IHG $ELF Added to: $ENPH $TXRH $ADYEY $ROL $AJG Trimmed: N/a Exited: $HSY $MSFT October Portfolio 8% - $ZS 7% - $NOW $HUBS $AMZN 6% - $ENPH 5% - $MA $LULU $NTDOY $CMG $DDOG 4% - $ULTA $TXRH $CDR.WA $ADYEY 3% - $SITE $ROL $MSCI $HEI $RYAN 2% - $AJG $IHG $ELF Cash: 5% YTD: +25.1% $QQQ: +35.5% https://t.co/ufp54kTVbr October Portfolio 8% - $ZS 7% - $NOW $HUBS $AMZN 6% - $ENPH 5% - $MA $LULU $NTDOY $CMG $DDOG 4% - $ULTA $TXRH $CDR.WA $ADYEY 3% - $SITE $ROL $MSCI $HEI $RYAN 2% - $AJG $IHG $ELF Cash: 5% YTD: +25.1% $QQQ: +35.5% https://t.co/ufp54kTVbr"
X Link 2023-10-01T16:02Z [----] followers, [----] engagements
"What a stupid headline 😂 Semi interested in $TOST again after this sell off"
X Link 2023-10-02T15:30Z [----] followers, [----] engagements
"Looks like were starting the week off with a $ZS upgrade from Barclays and $DDOG downgrade from BofA Insert Thanos meme"
X Link 2023-10-09T11:19Z [----] followers, [----] engagements
"Hotel news leading to weakness im missing $IHG $HLT $MAR"
X Link 2023-10-09T13:54Z [----] followers, [---] engagements
"Its a bit odd how under-owned $ZS feels on fintwit compared to the other SaaS names"
X Link 2023-10-09T14:14Z [----] followers, [----] engagements
"This $ROL short report and follow up posts to it are pretty funny"
X Link 2023-10-10T16:31Z [----] followers, [----] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing