# ![@jwat_5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::990119382.png) @jwat_5 Jared

Jared posts on X about lyft, $lyft, $bkkt, $mbly the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::990119382/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:interactions.svg)

- [--] Week [---------] +28,444%
- [--] Month [---------] +25,258%
- [--] Months [---------] +4,705%
- [--] Year [---------] +15,122%

### Mentions: [--] [#](/creator/twitter::990119382/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:posts_active.svg)

- [--] Week [--] -85%
- [--] Month [---] +15%
- [--] Months [---] +18%
- [--] Year [---] +677%

### Followers: [---] [#](/creator/twitter::990119382/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:followers.svg)

- [--] Week [---] +0.85%
- [--] Month [---] +4.40%
- [--] Months [---] +14%
- [--] Year [---] +53%

### CreatorRank: [---------] [#](/creator/twitter::990119382/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::990119382/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64% [technology brands](/list/technology-brands)  30% [finance](/list/finance)  25% [cryptocurrencies](/list/cryptocurrencies)  4% [countries](/list/countries)  3% [exchanges](/list/exchanges)  3% [celebrities](/list/celebrities)  1% [musicians](/list/musicians)  1% [travel destinations](/list/travel-destinations)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[lyft](/topic/lyft) #81, [$lyft](/topic/$lyft) #11, [$bkkt](/topic/$bkkt) #5, [$mbly](/topic/$mbly) 12%, [$iren](/topic/$iren) #185, [$uber](/topic/$uber) 9%, [share](/topic/share) #1597, [$arm](/topic/$arm) 5%, [in the](/topic/in-the) 4%, [level](/topic/level) 4%

**Top accounts mentioned or mentioned by**
[@boxlongs](/creator/undefined) [@rajeevsura](/creator/undefined) [@swyftbull](/creator/undefined) [@wonderosakatrip](/creator/undefined) [@deepvaueadv](/creator/undefined) [@bakkt](/creator/undefined) [@marketcomacc](/creator/undefined) [@maverick98776](/creator/undefined) [@tzero](/creator/undefined) [@arm](/creator/undefined) [@armjpn](/creator/undefined) [@armsoftwaredev](/creator/undefined) [@softbankgroup](/creator/undefined) [@mikealfred](/creator/undefined) [@samuel947117225](/creator/undefined) [@investordaddy](/creator/undefined) [@wallstroracle](/creator/undefined) [@deepvaue_adv](/creator/undefined) [@humbleandh](/creator/undefined) [@mobileye](/creator/undefined)

**Top assets mentioned**
[Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Iris Energy Limited (IREN)](/topic/$iren) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Arm Holdings plc (ARM)](/topic/$arm) [Asset Entities Inc. (ASST)](/topic/$asst) [CATHEDRA BITCOIN SUB VTG (CBTTF)](/topic/$cbttf) [Weyerhaeuser Co (WY)](/topic/$wy) [iShares BTC Trust (IBIT)](/topic/$ibit) [Snowflake Inc. (SNOW)](/topic/$snow) [Bitcoin (BTC)](/topic/bitcoin) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Klarna Group plc (KLAR)](/topic/$klar) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Decentral Games ICE (ICE)](/topic/$ice) [DoorDash Inc. (DASH)](/topic/doordash) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Rayonier Inc. (RYN)](/topic/$ryn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Really hoping this price action holds tomorrow morning for $IREN Because if it does I'm loading up on OTM calls"  
[X Link](https://x.com/jwat_5/status/2019526954979061868)  2026-02-05T21:42Z [---] followers, [----] engagements


"Im a simple man. I see $BKKT share price start with $10 I buy more. Im a simple man. I see $BKKT share price start with $10 I buy more"  
[X Link](https://x.com/jwat_5/status/2019805933711593889)  2026-02-06T16:10Z [---] followers, [---] engagements


"$BKKT Satoshi is literally on Bitcoin Japan Corp's Board of Directors"  
[X Link](https://x.com/jwat_5/status/2021726253087154531)  2026-02-11T23:21Z [---] followers, [---] engagements


"Dont have much experience with preferred shares but it makes sense that investors would rotate from $STRC on Friday (2/14) the ex-dividend date to $SATA which is trading way below par value of $100 to capture price appreciation plus the ROC dividend. Worth monitoring"  
[X Link](https://x.com/jwat_5/status/2021766423987585096)  2026-02-12T02:00Z [---] followers, [---] engagements


"Keeping my eye on $WY and $RYN as we enter [----]. These timberland REITs trade below NAV and are extremely leveraged to lumber prices which have been depressed for a long time due to extended softness in new housing and repair/remodel. I dont think the administration will stop at lowering mortgage rates the other key to avoiding a housing crisis is encouraging new builds. Buying the lumber fear dip on $WY New housing construction and repair/remodel in the US and Canada has been in an unexpected and prolonged down cycle. But as with all cyclical industries it's a matter of when not if it will"  
[X Link](https://x.com/jwat_5/status/2009691627925676056)  2026-01-09T18:19Z [---] followers, [---] engagements


"Is this enabled by $BKKT or tZERO 🤔 NYSE parent company ICE has invested in and partnered with Bakkt and tZERO and both advertise institutional tokenization and trading Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar amounts and Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will"  
[X Link](https://x.com/jwat_5/status/2013453770181537942)  2026-01-20T03:29Z [---] followers, [----] engagements


"Looks like tZEROs CEO confirmed its not them just that tZERO can benefit from the move after the fact. Could be $BKKT @HumbleandH Our strategic investor ICE/NYSEs steps supporting public exchange tokenization is another positive step for the industry. Converged 24/7 issuance/trading/custody of tokenized assets is smth that we at @tZERO do already and is a part of our strategic roadmap since reset and our @HumbleandH Our strategic investor ICE/NYSEs steps supporting public exchange tokenization is another positive step for the industry. Converged 24/7 issuance/trading/custody of tokenized"  
[X Link](https://x.com/jwat_5/status/2013461067670630499)  2026-01-20T03:58Z [---] followers, [---] engagements


"$MBLY No Lyft/Marubeni update (or question asked) on the call today. Emailed @Mobileye IR for an update. Last we heard Dallas deployment was scheduled for end of [--] but could get pushed back to [--] since the OEM hasnt made a vehicle decision yet"  
[X Link](https://x.com/jwat_5/status/2014393920445091960)  2026-01-22T17:45Z [---] followers, [---] engagements


"$MBLY Mentee Robotics customer success story from Nvidias website Mentee Robotics is demonstrating measurable gains in task-execution speed manipulation accuracy and adaptability This positions Mentee Robotics at the forefront of embodied AI innovation"  
[X Link](https://x.com/jwat_5/status/2015290052448805051)  2026-01-25T05:06Z [---] followers, [----] engagements


"@Bakkt @OndoFinance @Bloomberg @iandebode 👀"  
[X Link](https://x.com/jwat_5/status/2015819887776510125)  2026-01-26T16:11Z [---] followers, [---] engagements


"Extremely common misconception amongst $HOOD investors. Average $SCHW client is in their 40s (down [--] years in the last decade) and the average new-to-firm client is in their 30s. The more you know. @traderwhale69 @vladtenev Average age is [--] versus [--]. That makes perfect sense. Now imagine the transfer of money through inheritance and how much money the younger generation will be worth at [--] @traderwhale69 @vladtenev Average age is [--] versus [--]. That makes perfect sense. Now imagine the transfer of money through inheritance and how much money the younger generation will be worth at 60"  
[X Link](https://x.com/jwat_5/status/2016208311926853695)  2026-01-27T17:54Z [---] followers, [---] engagements


"Getting the same giddy feeling diving into $KLAR today that I had when I first found $LRCX in [----] $IREN in [----] and $LYFT in 2025"  
[X Link](https://x.com/jwat_5/status/2017748658586796139)  2026-01-31T23:55Z [---] followers, [---] engagements


"I'm seeing on the $KLAR IR website that the institutional/executive share lock-up expires on March [--] [----]. If that's true I'll be setting an alert to buy in mid-March"  
[X Link](https://x.com/jwat_5/status/2017766074712727986)  2026-02-01T01:04Z [---] followers, [---] engagements


"I missed this NEWS: Freenow by $LYFT and Hamburg to pioneer public-private framework for integrating autonomous taxis into German cities The partnership will pilot AV testing in Altona-West Hamburg North and Bergedorf. The testing phase will begin in areas where in parallel Freenow by Lyft has received approval from Hamburgs Authority for Transport and Mobility Transition to establish a first- and last-mile on-demand service to improve access to public transport hubs. The initial focus on these areas marks the ideal starting point to both assess the benefits of autonomous taxis as an addition"  
[X Link](https://x.com/jwat_5/status/2018164366953021937)  2026-02-02T03:27Z [---] followers, [---] engagements


"$LYFT long-term thesis in a nutshell @Swyftbull Basically a hybrid ridehail network can: - lower prices for riders by having the ideal mix of AVs and drivers to handle the peaks and valleys - increase rider demand by lowering prices - increase pay and reduce deadhead miles for human drivers by increasing riders on the @Swyftbull Basically a hybrid ridehail network can: - lower prices for riders by having the ideal mix of AVs and drivers to handle the peaks and valleys - increase rider demand by lowering prices - increase pay and reduce deadhead miles for human drivers by increasing riders on"  
[X Link](https://x.com/jwat_5/status/2018397009334419683)  2026-02-02T18:52Z [---] followers, [---] engagements


"@wonderosakatrip literally what are you talking about"  
[X Link](https://x.com/jwat_5/status/2019044478976496013)  2026-02-04T13:44Z [---] followers, [--] engagements


"@wonderosakatrip @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Have some conviction or just sell and buy index funds"  
[X Link](https://x.com/jwat_5/status/2019255235697373406)  2026-02-05T03:42Z [---] followers, [--] engagements


"@wonderosakatrip @Arm @Arm_JPN @ArmSoftwareDev @SoftBank_Group Im on it"  
[X Link](https://x.com/jwat_5/status/2019409874464174541)  2026-02-05T13:56Z [---] followers, [--] engagements


"@MARKETCOMACC $10.09 since I keep tax loss harvesting when it drops. As a result its back to only 1% of the portfolio. Sold some this morning to add to Bakkt"  
[X Link](https://x.com/jwat_5/status/2019460975120826653)  2026-02-05T17:19Z [---] followers, [---] engagements


"@ValienVision Nice post First educated one on $ARM Ive seen in a while"  
[X Link](https://x.com/jwat_5/status/2019464101152399651)  2026-02-05T17:32Z [---] followers, [---] engagements


"$TEAM is interesting to me here at FY 2026E 14.7x EV/FCF Alerts set if it continues to get massacred but wouldnt be surprised if we get a reversal here"  
[X Link](https://x.com/jwat_5/status/2019498425184567572)  2026-02-05T19:48Z [---] followers, [---] engagements


"$IREN a very important slide"  
[X Link](https://x.com/jwat_5/status/2019536854954258637)  2026-02-05T22:21Z [---] followers, [----] engagements


"$IREN an important quote"  
[X Link](https://x.com/jwat_5/status/2019541092308512861)  2026-02-05T22:38Z [---] followers, [----] engagements


"$ARM Rivians Arm-based autonomy processor is the first custom Armv9 chip in a production car Maybe this collab with $RIVN was already obvious but it was cool news to me"  
[X Link](https://x.com/jwat_5/status/2019613002790760885)  2026-02-06T03:23Z [---] followers, [---] engagements


"$LYFT Waymo on track for February in Nashville Plan is to start on the Waymo app and then cars be available on both Waymo and Lyft. Lyft will be managing the fleet via Flexdrive from the jump. Chief Drake & members of MNPD leadership today received an orientation on Waymo vehicles which are expected to begin operating autonomously in parts of Nashville later this month. They will be available to rideshare customers on certain routes. https://t.co/rqnLEIGc9M Chief Drake & members of MNPD leadership today received an orientation on Waymo vehicles which are expected to begin operating"  
[X Link](https://x.com/jwat_5/status/2019774741205090447)  2026-02-06T14:06Z [---] followers, [---] engagements


"@TheAlucardofX @mikealfred @midascabal Ask yourself why he hasnt invested in Bitfarms/Keel if hes so knowledgeable about the space"  
[X Link](https://x.com/jwat_5/status/2019913447681470890)  2026-02-06T23:17Z [---] followers, [---] engagements


"@DeepVaue_Adv @RajeevSura @BoxLongs @mikealfred Agreed Just trying to level set shareholder expectations based on the governance Ive seen over the years with $IREN"  
[X Link](https://x.com/jwat_5/status/2022004982653104199)  2026-02-12T17:48Z [---] followers, [---] engagements


"Initiated a small position in $SATA in my taxable account. Comfortable hold with the 12.25% ROC monthly dividend 17+ years of dividend coverage clean balance sheet and cap structure post-Semler debt repayment and share price trading way below par. Will utilize dividends to DCA $IBIT or add to core positions like $IREN $LYFT and $BKKT. https://twitter.com/i/web/status/2021308313808629916 https://twitter.com/i/web/status/2021308313808629916"  
[X Link](https://x.com/jwat_5/status/2021308313808629916)  2026-02-10T19:40Z [---] followers, [---] engagements


"Infrastructure expansion #few Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/jwat_5/status/2022037750644715798)  2026-02-12T19:59Z [---] followers, [---] engagements


"$BKKT Akshays choice of words here really makes me think of the $ICE NYSE announcement"  
[X Link](https://x.com/jwat_5/status/2013686332539727966)  2026-01-20T18:53Z [---] followers, [----] engagements


"Im a simple man. I see $BKKT share price start with $10 I buy more"  
[X Link](https://x.com/jwat_5/status/2019431014062518319)  2026-02-05T15:20Z [---] followers, [---] engagements


"Update: I did end up buying the 50C exp 3/27/26 when $IREN dipped at market open. Less than 0.5% of the portfolio"  
[X Link](https://x.com/jwat_5/status/2020532717361004981)  2026-02-08T16:18Z [---] followers, [---] engagements


"$LYFT Im really impressed with the Lyft platform. Every time I log on theres a new feature for riders or something interesting like this to encourage tipping and increase pay transparency"  
[X Link](https://x.com/jwat_5/status/2020895994603503867)  2026-02-09T16:22Z [---] followers, [----] engagements


"The day before $LYFT earnings Autonomous mode activated now in Nashville. ✨Were going fully autonomousmeaning no human driver at the wheel and one step closer to serving riders. Get updates at https://t.co/FpAUnlDkCm https://t.co/VSG5nHenuW Autonomous mode activated now in Nashville. ✨Were going fully autonomousmeaning no human driver at the wheel and one step closer to serving riders. Get updates at https://t.co/FpAUnlDkCm https://t.co/VSG5nHenuW"  
[X Link](https://x.com/jwat_5/status/2020928958716362873)  2026-02-09T18:33Z [---] followers, [---] engagements


"This was like a three minute ride lmao"  
[X Link](https://x.com/jwat_5/status/2020933636351258930)  2026-02-09T18:51Z [---] followers, [--] engagements


"$LYFT Q4 Earnings Quick Notes - New $1 billion share repurchase program (15% of market cap) - Net income of $2.8B reflects release of tax valuation allowance supporting sustained GAAP profitability - Active Riders growth of 18% year over year - Gross Bookings growth of 19% year over year - Adjusted EBITDA growth of 37% year over year - TTM FCF of $1.12 billion - Confirmed [----] AV deployments in Dallas London Nashville and more - Strong results from taxi integration pilots in LA and SF - On track with Waymo in Nashville for full operational readiness - Lyft ads up 100% YoY above $100m run rate"  
[X Link](https://x.com/jwat_5/status/2021334560181477443)  2026-02-10T21:24Z [---] followers, [----] engagements


"Potentially selling off because revenue missed analyst estimates which was addressed in the report by "Revenue of $1.6 billion up 3% year over year which includes a $168 million impact from certain legal tax and regulatory reserve changes and settlements. Without this item revenue would have been $1.8 billion." Clean beat on revenue and EPS without the impact listed above"  
[X Link](https://x.com/jwat_5/status/2021336198170735052)  2026-02-10T21:31Z [---] followers, [---] engagements


"$LYFT [----] is the year of the AV"  
[X Link](https://x.com/jwat_5/status/2021340479854608705)  2026-02-10T21:48Z [---] followers, [---] engagements


"$LYFT story/thesis intact. May need to put that $1B buyback to work sooner than expected. Anyone who listened to the call notice that David and Erin sounded exhausted Not the usual well thought out and cohesive answers. Worth monitoring. $LYFT Q4 Earnings Quick Notes - New $1 billion share repurchase program (15% of market cap) - Net income of $2.8B reflects release of tax valuation allowance supporting sustained GAAP profitability - Active Riders growth of 18% year over year - Gross Bookings growth of 19% year $LYFT Q4 Earnings Quick Notes - New $1 billion share repurchase program (15% of"  
[X Link](https://x.com/jwat_5/status/2021386942890508370)  2026-02-11T00:52Z [---] followers, [---] engagements


"David seems normal here. Maybe just a tough day at the office yesterday. https://finance.yahoo.com/video/lyft-stock-plunges-ceo-talks-155304335.htmlcontentType=VIDEO https://finance.yahoo.com/video/lyft-stock-plunges-ceo-talks-155304335.htmlcontentType=VIDEO"  
[X Link](https://x.com/jwat_5/status/2021639842317447666)  2026-02-11T17:37Z [---] followers, [--] engagements


"$LYFT relevant guidance and commentary for Q4 earnings tomorrow"  
[X Link](https://x.com/jwat_5/status/2020988179868942692)  2026-02-09T22:28Z [---] followers, [----] engagements


"Youve been warned Dont be surprised when organic GB accelerates + full Q of FreeNow + small contribution from TBR"  
[X Link](https://x.com/jwat_5/status/2020998740979622047)  2026-02-09T23:10Z [---] followers, [---] engagements


"$BKKT circling back on the $300m ATM offering announced on January [--] [----] I've seen speculation that Bakkt won't hit the ATM until share price appreciates presumably after partnerships are announced but I want to play devil's advocate here for a second. Bakkt specifically called out the following use cases for the ATM: (1) expanding distribution of Bakkt Agent (2) scaling Zaira stablecoin payments and (3) accelerating Bakkt Global in Japan India and other markets (e.g. Korea). Simply put these efforts require more cash than Bakkt has on hand the company reported $26-28m on the balance sheet"  
[X Link](https://x.com/jwat_5/status/2021817178731774232)  2026-02-12T05:22Z [---] followers, [---] engagements


"@sadandlonely_69 @jake_ayes New York City https://toddwschneider.com/dashboards/nyc-taxi-ridehailing-uber-lyft-data/ https://toddwschneider.com/dashboards/nyc-taxi-ridehailing-uber-lyft-data/"  
[X Link](https://x.com/jwat_5/status/2022884256989466784)  2026-02-15T04:02Z [---] followers, [--] engagements


"$MBLY unfortunately the $LYFT/Marubeni Dallas launch could be pushed back from late [----] to early [----] if the OEM continues to delay the vehicle announcement. Integration work is still on track between Lyfts network and the Mobileye Drive system which will come in handy with the Benteler/Holon urban shuttle either way. https://twitter.com/i/web/status/1998238553986289779 https://twitter.com/i/web/status/1998238553986289779"  
[X Link](https://x.com/jwat_5/status/1998238553986289779)  2025-12-09T03:49Z [---] followers, [----] engagements


"@Samuel947117225 @investor_daddy Mike said prepares the company to launch its neobanking strategy with multiple distribution partners in the coming months in the official press release and youre saying it like partnership deals are a maybe"  
[X Link](https://x.com/jwat_5/status/2011551912831894004)  2026-01-14T21:32Z [---] followers, [--] engagements


"@Samuel947117225 @investor_daddy We shall see. Those are valid concerns. I think Bakkt Markets partnerships will have a different margin profile than Bakkt Agent. I also think that if you dont trust Akshay and Mike to be disciplined stewards of capital (dilution) then youre correct to sell"  
[X Link](https://x.com/jwat_5/status/2011558859102699544)  2026-01-14T21:59Z [---] followers, [--] engagements


"$BKKT Partnerships growing. Don't be caught flat-footed. https://twitter.com/i/web/status/2011919200466714666 https://twitter.com/i/web/status/2011919200466714666"  
[X Link](https://x.com/jwat_5/status/2011919200466714666)  2026-01-15T21:51Z [---] followers, [----] engagements


"@BoxLongs We should hear more about Transchem Ltd soon which is obviously India. My gut says upcoming partnerships will be neobanks in the US. A blue chip like Schwab would be huge"  
[X Link](https://x.com/jwat_5/status/2011922442529194189)  2026-01-15T22:04Z [---] followers, [---] engagements


"@DeepVaue_Adv @BoxLongs @Bakkt I think youre wrong but Im open to being convinced. What synergies would they have Seems like tradfi platforms like CME are partnering with second movers on prediction markets"  
[X Link](https://x.com/jwat_5/status/2011984773594694055)  2026-01-16T02:12Z [---] followers, [---] engagements


"$LYFT $UBER NYC November ridehailing data update Lyfts trips up 22% YoY (Uber -1%) Lyfts market share 28.4% (Uber 71.6%) Lyfts driver pay 80% (Uber 78%)"  
[X Link](https://x.com/jwat_5/status/2013327315825021164)  2026-01-19T19:06Z [---] followers, [----] engagements


"$MBLY back to buying Right now its 1% of my portfolio hoping to bring it up to 5% by EOY"  
[X Link](https://x.com/jwat_5/status/2013625046258823642)  2026-01-20T14:49Z [---] followers, [---] engagements


"$MBLY high level topics Im looking for updates on tomorrow for Q4 - On track with all VW programs (SuperVision late [--] Drive driver out 2H26 Chauffeur mid-27 Surround ADAS late 27) - Detail on Mentee roadmap and partnerships - Uber/VW 2H26 launch city before LA - Update on Lyft OEM - Update on Holon integration progress - Surround ADAS pipeline - Color on recent Surround ADAS win with US OEM - Progress with EyeQ7 and mind-off https://twitter.com/i/web/status/2014112719285219424 https://twitter.com/i/web/status/2014112719285219424"  
[X Link](https://x.com/jwat_5/status/2014112719285219424)  2026-01-21T23:07Z [---] followers, [---] engagements


"$MBLY Q4 earnings recap ✅ Porsche/Audi SuperVision launch pushed back to [----] Q1 (slight delay unrelated to Mobileye) everything else on track ✅ Tens of units this year for Mentee increased customer interest after Mobileye acquisition potentially significant volume in [----] ❌ Launch city for ID Buzz AD not announced LA still planned ❌ No update or mention of Lyft/Marubeni ✅ Holon on track reaffirmed [--] months after ID Buzz AD ✅ Multiple Surround ADAS opportunities could convert this year ✅ US Surround ADAS customer top OEM will be on all mass market models ❌ No real update on EyeQ7 or mind-off"  
[X Link](https://x.com/jwat_5/status/2014396062367162626)  2026-01-22T17:53Z [---] followers, [---] engagements


"$LYFT CEO David Rishers New Years resolutions for Lyft and a letter to investors"  
[X Link](https://x.com/jwat_5/status/2014545722574516360)  2026-01-23T03:48Z [---] followers, [----] engagements


"Closed $UBER today. I want to be long ridehailing over the next decade and Im more convinced than ever that $LYFT will be part of that future. So with $LYFT at 15% of my portfolio I feel comfortable enough to make the move. Consolidating into my best ideas which I feel are either at inflection points $IREN $CIFR and/or excellent value $BKKT. https://twitter.com/i/web/status/2016164746743906624 https://twitter.com/i/web/status/2016164746743906624"  
[X Link](https://x.com/jwat_5/status/2016164746743906624)  2026-01-27T15:01Z [---] followers, [---] engagements


"NEWS: $LYFT welcomes Deborah Hersman to the board Debbie served as the first Chief Safety Officer at Waymo 👀 She was also a member of the NTSB from [----] to [----] and Chair from [----] to 2014"  
[X Link](https://x.com/jwat_5/status/2016308987914768871)  2026-01-28T00:34Z [---] followers, [---] engagements


"@WallStrOracle @DeepVaue_Adv Oh youre a bot My b"  
[X Link](https://x.com/jwat_5/status/2016877971252933093)  2026-01-29T14:15Z [---] followers, [--] engagements


"@Swyftbull Nice I dont even see it as a catch up trade to Uber. The rideshare TAM is huge and Lyfts single product focus will prove to be an advantage imo. I think Ubers platform will ultimately be successful but freight and food delivery arent actually businesses Im interested in"  
[X Link](https://x.com/jwat_5/status/2017734907779268960)  2026-01-31T23:01Z [---] followers, [--] engagements


"@Swyftbull Gotcha our thesis is pretty different then. Agreed on short term value though. Current cash flow and buyout value give it a high price floor"  
[X Link](https://x.com/jwat_5/status/2017746979397238876)  2026-01-31T23:49Z [---] followers, [--] engagements


"Heres how Im thinking about it: $UBER has started to be valued based on their financial performance but not on being a mobility platform of the future including for AVs. $LYFT isnt valued for either. So I think $LYFT is a catchup play while also having enough of their own unique quirks (LYFT Silver DoorDash partnership FREENOW) to gain market share. Ride share is still only 2% of US and global miles driven so both have a ton of room to expand over the next few decades imo. As far as the OEM even if Marubeni would work with VW (unlikely) why wouldnt they have announced it already Im very"  
[X Link](https://x.com/jwat_5/status/1940034941556838692)  2025-07-01T13:09Z [---] followers, [---] engagements


"@maverick98776 @AmnonShashua inflection point to me is VW ramping everything in [----] with HOLON and Lyft/Marubeni as upside in late 2027-2028 without that it'll be stuck as a slow-moving value stock"  
[X Link](https://x.com/jwat_5/status/2007151150609654199)  2026-01-02T18:05Z [---] followers, [--] engagements


"@RajeevSura @BoxLongs They wouldnt be distribution partners in this scenario. ICE would be the distribution partner for Bakkt BNY and Citi would be funding partners for ICE"  
[X Link](https://x.com/jwat_5/status/2013257411029574134)  2026-01-19T14:29Z [---] followers, [--] engagements


"@Rich__Wayne @HadickM @ICE_Markets Likely @Bakkt technology stack"  
[X Link](https://x.com/jwat_5/status/2013294138544787693)  2026-01-19T16:55Z [---] followers, [--] engagements


"They use Zerohash which is Bakkts most direct competitor. Its hard to build these capabilities internally even if you happen to have the technical expertise in-house. It takes a lot of time to acquire stuff like money transmitter licenses and a New York BitLicense and develop stuff like institutional-grade digital asset custody and stablecoin on/off ramps. Much easier for a company just starting out to go with a plug and play solution. https://twitter.com/i/web/status/2013366020140859729 https://twitter.com/i/web/status/2013366020140859729"  
[X Link](https://x.com/jwat_5/status/2013366020140859729)  2026-01-19T21:40Z [---] followers, [---] engagements


"Zerohash was private and is being acquired by Mastercard last I saw. So Bakkt is the only pure play public name. Right now the market left Bakkt for dead and hasnt caught up to the new managements business plan so theres a unique opportunity here before distribution partnerships are publicized the next few months. I recommend listening to or reading the last earnings call and searching @BoxLongs and my profile for $BKKT. There are only a few other companies with transmitter licenses and a BitLicense or banking equivalent. Companies like Circle etc. It takes years for the transmitter licenses."  
[X Link](https://x.com/jwat_5/status/2013368168576622747)  2026-01-19T21:49Z [---] followers, [---] engagements


"Is this enabled by $BKKT or tZERO 🤔 NYSE parent company ICE has invested in and partnered with Bakkt and tZERO and both advertise institutional tokenization and trading Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will enable tokenized trading experiences including 24/7 operations instant settlement orders sized in dollar amounts and Today NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities. NYSEs new digital platform will"  
[X Link](https://x.com/jwat_5/status/2013451461095469323)  2026-01-20T03:20Z [---] followers, [--] engagements


"$LYFT & $UBER Investment Thesis: Like Getting Cheaper Faster Pizza TLDR: A hybrid ridehailing network (with AVs and humans) will drive down costs for consumers and maximize profit for AV companies making it the only rational endgame. Ive seen an analogy circulating on the internet that seems to resonate with people explaining why a company like Waymo or Tesla would eventually partner with a ridehailing network like Uber or Lyft. That analogy is Dominos Pizza and I think its helpful at a very basic level. For those unaware Dominos Pizza for the longest time only delivered direct to consumer"  
[X Link](https://x.com/jwat_5/status/2013591756374241467)  2026-01-20T12:37Z [---] followers, [----] engagements


"@BoxLongs Agreed on all your points. I will add I think theyll use the ATM opportunistically even before the analyst day to de-risk the balance sheet and give them flexibility with Bakkt Global (e.g. invest in more Transchem warrants)"  
[X Link](https://x.com/jwat_5/status/2013626385768607843)  2026-01-20T14:55Z [---] followers, [---] engagements


"Heard back from $MBLY IR. Paraphrasing Nothing has changed since the last update. Work continues to connect the Mobileye and Lyft networks. Discussions on mix vehicles cities and timing ongoing. Hoping to have a clearer update soon"  
[X Link](https://x.com/jwat_5/status/2014758639538479105)  2026-01-23T17:54Z [---] followers, [---] engagements


"$MBLY post earnings analyst targets Needham maintains Buy PT $16 Cannacord Genuity maintains Buy PT $24 Wells Fargo maintains Overweight PT $18 RBC Capital maintains Sector Perform PT $13 HSBC cuts to Hold PT $11 Morgan Stanley maintains at Equal-Weight PT $12 https://twitter.com/i/web/status/2014780102912180546 https://twitter.com/i/web/status/2014780102912180546"  
[X Link](https://x.com/jwat_5/status/2014780102912180546)  2026-01-23T19:19Z [---] followers, [---] engagements


"Since selling $SNOW Ive been looking for the right software/SaaS opportunity and it looks like it could be $GTLB. I like the recent insider buy from the CEO (first in a long time) shifting Duo to usage/consumption based billing and DevSecOps as a still relatively nascent space with a long growth runway ahead. https://twitter.com/i/web/status/2015538480772678018 https://twitter.com/i/web/status/2015538480772678018"  
[X Link](https://x.com/jwat_5/status/2015538480772678018)  2026-01-25T21:33Z [---] followers, [----] engagements


"Will be selling my $ASST in the morning didn't realize Pierre Rochard was on the board. I've never liked the way he conducts himself and communicates especially on social media and he's one of the reasons I never invested in $RIOT. Planning to rotate into $IBIT and other core positions. https://twitter.com/i/web/status/2015645514310496717 https://twitter.com/i/web/status/2015645514310496717"  
[X Link](https://x.com/jwat_5/status/2015645514310496717)  2026-01-26T04:38Z [---] followers, [----] engagements


"@planert41 If your kid was born in [----] that just means you miss out on the $1000 seed. Still eligible for an account. Could get the $250 from Dell. https://www.investamerica.org/ https://www.investamerica.org/"  
[X Link](https://x.com/jwat_5/status/2017815085083726298)  2026-02-01T04:19Z [---] followers, [--] engagements


"Entries $UUUU Exits $UBER $ASST"  
[X Link](https://x.com/jwat_5/status/2017832233025839388)  2026-02-01T05:27Z [---] followers, [---] engagements


"Commentary ✍ Sad to see $UBER go but it's a testament to the asymmetry I see in $LYFT. Will still be tracking the stock. More details here: Governance matters. See why I sold $ASST: On $UUUU I like the rare earth metals angle and ownership of the only US-based conventional uranium mill. Plus nice C&H brewing: One of my top picks heading into [----] $LRCX is having a moment and it's not surprising at all (to me). Lam is the biggest beneficiary of the increased capex from $SDSK $MU Samsung and SK Hynix on DRAM and NAND capacity. Plus their CSBG group picks up recurring revenue for every new"  
[X Link](https://x.com/jwat_5/status/2017832234971975880)  2026-02-01T05:27Z [---] followers, [---] engagements


"Ride hail miles are like 1% of miles driven and I think thatll steadily increase over the next [--] years as cost/mile goes down I think 10+ years out you see personal car ownership especially in cities as a luxury good So owning the network layer is extremely valuable see my post on why I think hybrid networks will win out Market doesnt know how to underwrite the TAM right now between Waymo Tesla and Uber; and Lyft isnt even included Dont see how ride hailing is disrupted with the network effects in place right now https://twitter.com/i/web/status/2018035764131717370"  
[X Link](https://x.com/jwat_5/status/2018035764131717370)  2026-02-01T18:56Z [---] followers, [--] engagements


"I used to think the same way about Ubers other services but Dara has talked about how the platform and ridehailing specifically has suffered from a split product focus between rides and eats. Also as someone who had Uber One and the Amex Platinum for multiple years you think its a good deal until you realize they raise prices for rides (since they think youre locked in with the membership and have Amex credits) and give you fewer coupons for eats. Heres my hybrid network post $LYFT & $UBER Investment Thesis: Like Getting Cheaper Faster Pizza TLDR: A hybrid ridehailing network (with AVs and"  
[X Link](https://x.com/jwat_5/status/2018162830613107034)  2026-02-02T03:21Z [---] followers, [--] engagements


"@Swyftbull It builds on this and other resources from Uber/Lyft https://d1io3yog0oux5.cloudfront.net/_a279381f18c3b48362f2c87e35ce6829/lyft/db/3683/33300/file/Lyft-AV-Strategy-February-2025.pdf https://d1io3yog0oux5.cloudfront.net/_a279381f18c3b48362f2c87e35ce6829/lyft/db/3683/33300/file/Lyft-AV-Strategy-February-2025.pdf"  
[X Link](https://x.com/jwat_5/status/2018163102148165931)  2026-02-02T03:22Z [---] followers, [--] engagements


"Sauce https://investor.lyft.com/news-events/press-releases/detail/190/freenow-by-lyft-and-hamburg-to-pioneer-public-private-framework-for-integrating-autonomous-taxis-into-german-cities https://investor.lyft.com/news-events/press-releases/detail/190/freenow-by-lyft-and-hamburg-to-pioneer-public-private-framework-for-integrating-autonomous-taxis-into-german-cities"  
[X Link](https://x.com/jwat_5/status/2018164502445916276)  2026-02-02T03:28Z [---] followers, [--] engagements


"@Swyftbull The point of my post was that third-party food delivery is a necessary evil whereas ridehail networks are beneficial and ideal for all parties involved. Would you say the DoorDash partnership is Lyft indirectly partnering That satisfies the food delivery need for me"  
[X Link](https://x.com/jwat_5/status/2018184437645602879)  2026-02-02T04:47Z [---] followers, [--] engagements


"This is why OpenAI is going with $ARM's XPU (co-developed with Broadcom) starting late this year. Unsure why it's not part of this reporting or discussion. $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES $NVDA - OPENAI HAS DETERMINED IT NEEDS ALTERNATIVES TO NVIDIAS LATEST AI CHIPS IN SOME CASES HAS SOUGHT ALTERNATIVES SINCE LAST YEAR -SOURCES"  
[X Link](https://x.com/jwat_5/status/2018545984704594168)  2026-02-03T04:44Z [---] followers, [---] engagements


"Still reading through the $ARM earnings call but loving the results so far. Beat on top and bottom line. Clearly sandbagged Q4 guidance. And theyve already declined to answer one analysts question about new products pointing to the Arm Everywhere event on March [--] where all will be revealed. AI XPU for Stargate and Server CPU for Meta announcements are imminent. https://twitter.com/i/web/status/2019268824009224252 https://twitter.com/i/web/status/2019268824009224252"  
[X Link](https://x.com/jwat_5/status/2019268824009224252)  2026-02-05T04:36Z [---] followers, [---] engagements


"Q4 is seasonally weak and lapping some one-off MediaTek revenue so I understand the conservative guide. Still should have upside"  
[X Link](https://x.com/jwat_5/status/2019406059270730105)  2026-02-05T13:41Z [---] followers, [--] engagements


"@ProblemSniper I would say it happens below the application layer (ChatGPT etc.) or at the edge but it sounds like were saying the same thing"  
[X Link](https://x.com/jwat_5/status/2019482084188770339)  2026-02-05T18:43Z [---] followers, [--] engagements


"@MARKETCOMACC Im aware. Relevant as a former $SNOW investor. SBC doesnt scare me if theres a path to significant revenue growth and management is focused on reducing it as a % of revenue over time. Need to listen to more earnings calls and management discussions"  
[X Link](https://x.com/jwat_5/status/2019501342918660185)  2026-02-05T20:00Z [---] followers, [--] engagements


"Doing my part 🫡 $CBIT $CBTTF"  
[X Link](https://x.com/jwat_5/status/1902914378971701614)  2025-03-21T02:45Z [---] followers, [---] engagements


"November Portfolio Update Performance: 50% YTD 97% 2Y 136% 3Y Benchmark (SPY): 18% 55% 76% Entries - $ASST Exits - $BEPC - $SNOW Commentary I swear I didn't intentionally delay this portfolio update I simply forgot with work being insanely busy😅 Let's get into it. Really happy with $LYFT being my largest position after heavily accumulating the last few months. If you're familiar with the $IREN story you know the recent negative price action is just short-term noise (especially related to the convertibles) and so I've slowly started to buy shares again. $BEPC I frequently rotate in and out of"  
[X Link](https://x.com/jwat_5/status/1997342075574948310)  2025-12-06T16:27Z [---] followers, [----] engagements


"@BoxLongs Nothing against Zero Hash but I think the $ICE custody partnership operating in the public markets and product focus (e.g. divesting Loyalty) will prove to be real competitive advantages for $BKKT. Like Akshay said not a winner-take-all market"  
[X Link](https://x.com/jwat_5/status/2008305497485484542)  2026-01-05T22:31Z [---] followers, [---] engagements


"@Doc3411 @tZERO @Alan_Konevsky @JulieRosNYC @SavinoVaness In the reply he literally says no integration how can it be more clear 🤣"  
[X Link](https://x.com/jwat_5/status/2014015702370312317)  2026-01-21T16:42Z [---] followers, [---] engagements


"@maverick98776 Check out $BKKT WeBulls crypto/trading infrastructure is built on Bakkt"  
[X Link](https://x.com/jwat_5/status/2015909394836251027)  2026-01-26T22:07Z [---] followers, [---] engagements


"@maverick98776 You could say that"  
[X Link](https://x.com/jwat_5/status/2015912975723266364)  2026-01-26T22:21Z [---] followers, [--] engagements


"Initiated a new position in Cathedra Bitcoin today $CBTTF $CBIT 🥳 Since my only Bitcoin and Bitcoin-adjacent plays have been $IREN and spot $BTC I've been in the market for another Bitcoin-related company that meets my governance and operations criteria (e.g. a competent board and non-egregious management compensation). Quick investment thesis: 1/ Cathedra is relatively small compared to other public miners with [--] data centers that include 95MW of power under management and 45MW of owned power capacity. But despite their relative size I like how theyve structured their hosting agreements to"  
[X Link](https://x.com/jwat_5/status/1894606882867761272)  2025-02-26T04:34Z [---] followers, [----] engagements


"Feb Portfolio Update: 1Y +22.9% YTD -3.2% vs S&P500 +16.6% -0.5% My moves: ✅ Initiated $ARM ✅ Initiated $WY ✅ Initiated $CBTTF 💎 Added $LRCX 💎 Added $MBLY 💎 Added $UBER 🛑 Closed $GOOG Commentary for February's trades: - I've always been a fan of $ARM's business but never wrapped my head around how they could extract enough rent at the semiconductor architecture level to justify the rich valuation. I finally came around after (1) ARM was the only CPU partner announced in Project Stargate (2) hearing that ARM will announce their own data center CPU with Meta as a launch customer this summer"  
[X Link](https://x.com/jwat_5/status/1897835345170809186)  2025-03-07T02:23Z [---] followers, [----] engagements


"April Portfolio Update: 1Y 19.89% YTD -9.14% vs S&P [---] 12.48% -4.92% My Moves - Added to $MBLY - Added to $ARM - Added to $SCHW - Closed out $WY Portfolio Commentary Performance has been an expected rollercoaster but we're back to comfortably ahead of the S&P over the 1Y. Despite the bumpiness April was a really straightforward trading month for me. I sold out of $WY after the market dropped 10% at the beginning of the month to average down on two of my highest conviction picks: $MBLY and $SCHW. $ARM was also too good of a deal to pass up. My $MBLY thesis: My $MBLY Q1 earnings recap: My"  
[X Link](https://x.com/jwat_5/status/1918163092372160847)  2025-05-02T04:38Z [---] followers, [----] engagements


"No response from Cathedra via X or their IR email so I'm out ✌ $CBTTF $CBIT Keeping most of the cash in money market but rolled some into $MBLY"  
[X Link](https://x.com/jwat_5/status/1919403337893457950)  2025-05-05T14:46Z [---] followers, [----] engagements


"@WallStrOracle @DeepVaue_Adv What rebrand are you referencing Just the name change from Bakkt Holdings to Bakkt Inc that already went into place"  
[X Link](https://x.com/jwat_5/status/2016875375582736491)  2026-01-29T14:05Z [---] followers, [---] engagements


"January Portfolio Update 🧵 Performance: 12% YTD 46% 1Y 98% 2Y vs Benchmark $SPY: 1% 16% 45%"  
[X Link](https://x.com/jwat_5/status/2017832231520047242)  2026-02-01T05:27Z [---] followers, [---] engagements

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