# ![@k3ithmccullough Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1358217560219598848.png) @k3ithmccullough Not Keith McCullough

Not Keith McCullough posts on X about $morn, joe, adobe, $lulu the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1358217560219598848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358217560219598848/c:line/m:interactions.svg)

- [--] Week [----------] +102,024%
- [--] Month [----------] +40,258%
- [--] Months [----------] +11,906%
- [--] Year [----------] +8,643%

### Mentions: [--] [#](/creator/twitter::1358217560219598848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358217560219598848/c:line/m:posts_active.svg)

- [--] Month [--] -77%
- [--] Months [---] +91%
- [--] Year [---] +68%

### Followers: [-----] [#](/creator/twitter::1358217560219598848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358217560219598848/c:line/m:followers.svg)

- [--] Week [-----] +1.20%
- [--] Month [-----] +3.50%
- [--] Months [-----] +20%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1358217560219598848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1358217560219598848/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  22.22% [technology brands](/list/technology-brands)  12.04% [finance](/list/finance)  10.19% [countries](/list/countries)  5.56% [fashion brands](/list/fashion-brands)  4.63% [social networks](/list/social-networks)  2.78% [luxury brands](/list/luxury-brands)  1.85% [exchanges](/list/exchanges)  0.93% [automotive brands](/list/automotive-brands)  0.93% [cryptocurrencies](/list/cryptocurrencies)  0.93%

**Social topic influence**
[$morn](/topic/$morn) #4, [joe](/topic/joe) 5.56%, [adobe](/topic/adobe) 5.56%, [$lulu](/topic/$lulu) 3.7%, [in the](/topic/in-the) 2.78%, [business](/topic/business) 2.78%, [china](/topic/china) 2.78%, [we are](/topic/we-are) 1.85%, [bombardier](/topic/bombardier) 1.85%, [data](/topic/data) 1.85%

**Top accounts mentioned or mentioned by**
[@thestalwart](/creator/undefined) [@evrgn11112231](/creator/undefined) [@ddblakefischer](/creator/undefined) [@dolores_capital](/creator/undefined) [@option2ghost](/creator/undefined) [@investornick](/creator/undefined) [@pythiar](/creator/undefined) [@taobanker](/creator/undefined) [@basilialukos](/creator/undefined) [@tony__stark10](/creator/undefined) [@psyopcapital](/creator/undefined) [@dolorescapital](/creator/undefined) [@samjurrens](/creator/undefined) [@atelicinvest](/creator/undefined) [@lululemonqueen](/creator/undefined) [@billackman](/creator/undefined) [@tonystark10](/creator/undefined) [@onodacapital](/creator/undefined) [@yellowcatcap](/creator/undefined) [@chairliftcap](/creator/undefined)

**Top assets mentioned**
[Morningstar, Inc. (MORN)](/topic/$morn) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [Moody's Corporation (MCO)](/topic/$mco) [Charter Communications Inc (CHTR)](/topic/$chtr) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [General Dynamics Corporation (GD)](/topic/$gd) [Ralph Lauren Corp (RL)](/topic/$rl) [Msci Inc (MSCI)](/topic/$msci) [Metadium (META)](/topic/$meta) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Limitus (LMT)](/topic/$lmt) [Apple, Inc. (AAPL)](/topic/$aapl) [Nike Inc (NKE)](/topic/$nke) [Urban Outfitters Inc (URBN)](/topic/$urbn) [Microsoft Corp. (MSFT)](/topic/$msft) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Tapestry, Inc. (TPR)](/topic/$tpr) [L3Harris Technologies Inc (LHX)](/topic/$lhx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$GD shareholder Trump: Based on the fact that Canada has wrongfully illegally and steadfastly refused to certify the Gulfstream [---] [---] [---] and [---] Jets we are hereby decertifying their Bombardier Global Expresses and all Aircraft made in Canada If for any reason this situation is https://t.co/RY5ZpOdr75 Trump: Based on the fact that Canada has wrongfully illegally and steadfastly refused to certify the Gulfstream [---] [---] [---] and [---] Jets we are hereby decertifying their Bombardier Global Expresses and all Aircraft made in Canada If for any reason this situation is https://t.co/RY5ZpOdr75"  
[X Link](https://x.com/k3ithmccullough/status/2017039836964614500)  2026-01-30T00:59Z [----] followers, [---] engagements


"$XXII stock is blowing my mind wow what a shit co"  
[X Link](https://x.com/k3ithmccullough/status/2018117865178542450)  2026-02-02T00:22Z [----] followers, [---] engagements


"@PythiaR Nice any thoughts on Morn"  
[X Link](https://x.com/k3ithmccullough/status/2018703109460029772)  2026-02-03T15:08Z [----] followers, [----] engagements


"@PythiaR Why"  
[X Link](https://x.com/k3ithmccullough/status/2018704591584469143)  2026-02-03T15:14Z [----] followers, [---] engagements


"@evrgn11112231 Not more moated but cheaper for the growth you are getting For financial data moat I prefer $MORN"  
[X Link](https://x.com/k3ithmccullough/status/2019099543040848349)  2026-02-04T17:23Z [----] followers, [---] engagements


"@psyopcapital See $MORN moat in action"  
[X Link](https://x.com/k3ithmccullough/status/2019106203750789423)  2026-02-04T17:50Z [----] followers, [---] engagements


"@BlacklionCTA Why would Powell set an institutional precedent where a president can extract a Fed board seat by threatening indictment even on dubious grounds"  
[X Link](https://x.com/k3ithmccullough/status/2019210589650972771)  2026-02-05T00:44Z [----] followers, [--] engagements


"@TheStalwart Yes Joe your rhetorical question was talked about in the wsj https://www.wsj.com/finance/investing/new-bonds-fuel-lending-to-fast-growing-but-unprofitable-tech-companies-11617960601st=hbE9Et https://www.wsj.com/finance/investing/new-bonds-fuel-lending-to-fast-growing-but-unprofitable-tech-companies-11617960601st=hbE9Et"  
[X Link](https://x.com/k3ithmccullough/status/2019219692594868425)  2026-02-05T01:21Z [----] followers, [---] engagements


"@steve2bacon Snowflake"  
[X Link](https://x.com/k3ithmccullough/status/2019241258808713269)  2026-02-05T02:46Z [----] followers, [--] engagements


"@TheStalwart Is it because this is the first crypto winter to be correlated with a polar vortex in nyc"  
[X Link](https://x.com/k3ithmccullough/status/2019430361869238662)  2026-02-05T15:18Z [----] followers, [---] engagements


"Bought a lot of $morn @taobanker"  
[X Link](https://x.com/k3ithmccullough/status/2019471505994789021)  2026-02-05T18:01Z [----] followers, [---] engagements


"@TheStalwart Joe buy some bdc loans"  
[X Link](https://x.com/k3ithmccullough/status/2019497767861649777)  2026-02-05T19:46Z [----] followers, [---] engagements


"@Citrini7 When you previouslt thought adobe wouldn't be impacted by ai was that because you were talking about genai not agents"  
[X Link](https://x.com/k3ithmccullough/status/2019532164828672021)  2026-02-05T22:02Z [----] followers, [---] engagements


"@TheStalwart @grok grade the orality vs literality of this tweet"  
[X Link](https://x.com/k3ithmccullough/status/2019537367946932343)  2026-02-05T22:23Z [----] followers, [----] engagements


"Made $MORN 20% of pa today funded by selling IAU to 12%"  
[X Link](https://x.com/k3ithmccullough/status/2019552470150844805)  2026-02-05T23:23Z [----] followers, [---] engagements


"Bob's Discount Furniture valued at $2.2 billion as shares open flat in NYSE debut Reuters https://share.google/piX8HKM0110gICw7h https://share.google/piX8HKM0110gICw7h"  
[X Link](https://x.com/k3ithmccullough/status/2019573861780713563)  2026-02-06T00:48Z [----] followers, [----] engagements


"@PrezWisdom Tell me who won this election presidential wisdom twitter account operator"  
[X Link](https://x.com/k3ithmccullough/status/2019610709022433334)  2026-02-06T03:14Z [----] followers, [--] engagements


"@Chartfest1 Look at $bud monster run"  
[X Link](https://x.com/k3ithmccullough/status/2019784110579818874)  2026-02-06T14:43Z [----] followers, [--] engagements


"@Fierce__beast where is it"  
[X Link](https://x.com/k3ithmccullough/status/2019917672327287122)  2026-02-06T23:34Z [----] followers, [---] engagements


"You guys are such fashion losers my lord $LULU vs $RL As a Canadian this hurts. https://t.co/LPYy6k907f $LULU vs $RL As a Canadian this hurts. https://t.co/LPYy6k907f"  
[X Link](https://x.com/k3ithmccullough/status/2020199880460013648)  2026-02-07T18:15Z [----] followers, [----] engagements


"@Cap1talCap1tal He got Greenland wrong just pivots and expands the thesis truly remarkable"  
[X Link](https://x.com/k3ithmccullough/status/2020305170484404654)  2026-02-08T01:14Z [----] followers, [--] engagements


"@SoundDobad Put him in your red Dodge ram talking about how they don't make em like they used to"  
[X Link](https://x.com/k3ithmccullough/status/2020317534101336250)  2026-02-08T02:03Z [----] followers, [--] engagements


"@TheStalwart Just wait until puma is owned by anta"  
[X Link](https://x.com/k3ithmccullough/status/2020327641879048251)  2026-02-08T02:43Z [----] followers, [---] engagements


"Q4 [--] (which is in the yoy ttm calc) is a large part for that 46% growth number btw the credit and wealth business struggled and there were charges from discontinuing the China business and reorg"  
[X Link](https://x.com/k3ithmccullough/status/2020367651869192563)  2026-02-08T05:22Z [----] followers, [---] engagements


"@dolores_capital What percentage of the business is stock analyst reports"  
[X Link](https://x.com/k3ithmccullough/status/2020372907604795816)  2026-02-08T05:43Z [----] followers, [---] engagements


"@dolores_capital Lmfao that's not what that says"  
[X Link](https://x.com/k3ithmccullough/status/2020375301197557838)  2026-02-08T05:53Z [----] followers, [--] engagements


"@samjurrens Yes commoditized data as you describe it is done what do you think about their data constructions that have been used by managers for decades just done"  
[X Link](https://x.com/k3ithmccullough/status/2020543271987032075)  2026-02-08T17:00Z [----] followers, [--] engagements


"@DDBlakeFischer FY2024+(9M 20259M 2024) 493.8+(567.3-502.9) 493.8+57.3=551.1 million I am not totally convinced of strongmoat but at this price I think the market is giving me +EV reason to bet on it not being easily eroded what do you use m* for FDS too hard for me because they are pure play"  
[X Link](https://x.com/k3ithmccullough/status/2020639685668946367)  2026-02-08T23:23Z [----] followers, [--] engagements


"@TheStalwart Wow Joe"  
[X Link](https://x.com/k3ithmccullough/status/2020649621932884109)  2026-02-09T00:03Z [----] followers, [---] engagements


"@atelicinvest Yeah better this and Gartner blowing up than no one caring until one of the big saas names guiding for negative growth"  
[X Link](https://x.com/k3ithmccullough/status/2020669997526167961)  2026-02-09T01:24Z [----] followers, [---] engagements


"@DDBlakeFischer I'm a bit of a tourist but seems like they all have debt I would probably pick the biggest dog with most fleas if capex cycle has actually peaked"  
[X Link](https://x.com/k3ithmccullough/status/2020850322118267250)  2026-02-09T13:20Z [----] followers, [--] engagements


"The PayPal investors have found adobe I usually only look at microcaps because theres less competition. But Adobe $ADBE looks really cheap. Around a $109 billion enterprise value. Net cash. Ten times free cash flow. Growing like crazy. And insane margins. What am I missing here All of these high quality companies I usually only look at microcaps because theres less competition. But Adobe $ADBE looks really cheap. Around a $109 billion enterprise value. Net cash. Ten times free cash flow. Growing like crazy. And insane margins. What am I missing here All of these high quality companies"  
[X Link](https://x.com/k3ithmccullough/status/2021067677243146261)  2026-02-10T03:44Z [----] followers, [----] engagements


"@samjurrens Are you saying that just because the market reacted the most to its announcement"  
[X Link](https://x.com/k3ithmccullough/status/2021068675101622300)  2026-02-10T03:48Z [----] followers, [--] engagements


"@CoorsLightCEO Tell me about the datadog lenny"  
[X Link](https://x.com/k3ithmccullough/status/2018732104662569393)  2026-02-03T17:03Z [----] followers, [---] engagements


"No shit financial data is getting commoditized that's why you own benchmarks indexes infrastructures standards and others systems of record that are embedded in the financial system $SPGI $MCO $MSCI $MORN"  
[X Link](https://x.com/k3ithmccullough/status/2018883513609552037)  2026-02-04T03:05Z [----] followers, [---] engagements


"$MORN holds patents for using AI/ML to process documents made to be read by humans by machines with less errors Not all scrapers are made equally @taobanker $MORN at 13x EV / Management calculated operating earnings and [--] x EV / FCF ttm TTM operating earnings grew 46% (probably a one off but still) $1 billion in buybacks currently about $6.8 billion market cap Curious if anyone has any thoughts on how this thing dies in one year $MORN at 13x EV / Management calculated operating earnings and [--] x EV / FCF ttm TTM operating earnings grew 46% (probably a one off but still) $1 billion in"  
[X Link](https://x.com/k3ithmccullough/status/2020585173088182401)  2026-02-08T19:47Z [----] followers, [----] engagements


"@atelicinvest How would you recommend keeping up to date with this for jobs Prompting Vibe coding Just trying the new models to be uptodate with capabilities"  
[X Link](https://x.com/k3ithmccullough/status/2021426419876925825)  2026-02-11T03:29Z [----] followers, [---] engagements


"@CapitalObserver That's because of the capex guidance on the earnings call"  
[X Link](https://x.com/k3ithmccullough/status/2021614524458021373)  2026-02-11T15:57Z [----] followers, [---] engagements


"@lululemon_queen Did you buy the new unrestricted power collection that was just released"  
[X Link](https://x.com/k3ithmccullough/status/2021680000710127929)  2026-02-11T20:17Z [----] followers, [--] engagements


"@lululemon_queen Good point yoga needs an update before they release another train"  
[X Link](https://x.com/k3ithmccullough/status/2021738454644928517)  2026-02-12T00:09Z [----] followers, [--] engagements


"@lululemon_queen @option2ghost Thanks Queen I was not aware of new nulu"  
[X Link](https://x.com/k3ithmccullough/status/2021780212850254033)  2026-02-12T02:55Z [----] followers, [--] engagements


"@option2ghost Lol I don't want to invest in the product the husband who wants save money likes to buy but it is good to look at alt products to see what competition is like"  
[X Link](https://x.com/k3ithmccullough/status/2021786020283310590)  2026-02-12T03:18Z [----] followers, [--] engagements


"@iBladesi Bought 5% of the company at [---] in q4"  
[X Link](https://x.com/k3ithmccullough/status/2022109482881626266)  2026-02-13T00:44Z [----] followers, [--] engagements


"Pam Bondi Thought That Went Pretty Well https://theonion.com/pam-bondi-thought-that-went-pretty-well/ https://theonion.com/pam-bondi-thought-that-went-pretty-well/"  
[X Link](https://x.com/k3ithmccullough/status/2022123598488760748)  2026-02-13T01:40Z [----] followers, [---] engagements


"There was only one Hindenburg Another Hindenburg Omen triggered today. This is the 4th Hindenburg Omen in the past [--] weeks. https://t.co/cgo03kihNK Another Hindenburg Omen triggered today. This is the 4th Hindenburg Omen in the past [--] weeks. https://t.co/cgo03kihNK"  
[X Link](https://x.com/k3ithmccullough/status/2022152834779865237)  2026-02-13T03:36Z [----] followers, [---] engagements


"@CapitalObserver $V trades at quintuple the forward multiple of $CHTR (25X vs 5X)"  
[X Link](https://x.com/k3ithmccullough/status/2022404280490299414)  2026-02-13T20:15Z [----] followers, [---] engagements


"@psyopcapital Agree bought some MORN because I think management there is aware of the risk that their layers aren't as moaty as they once thought"  
[X Link](https://x.com/k3ithmccullough/status/2019076660054683921)  2026-02-04T15:52Z [----] followers, [---] engagements


"$MORN at 13x EV / Management calculated operating earnings and [--] x EV / FCF ttm TTM operating earnings grew 46% (probably a one off but still) $1 billion in buybacks currently about $6.8 billion market cap Curious if anyone has any thoughts on how this thing dies in one year"  
[X Link](https://x.com/k3ithmccullough/status/2020358761383358483)  2026-02-08T04:47Z [----] followers, 14.9K engagements


"@basilialukos @taobanker They just bought CRSP too"  
[X Link](https://x.com/k3ithmccullough/status/2020528890498682887)  2026-02-08T16:03Z [----] followers, [---] engagements


"@DDBlakeFischer A couple things They do not add back SBC please look up how they do it then criticize You are using forward earnings for spgi and ttm for morn I'm glad to hear you like the data but don't like the ux that isn't the moat I like to be paid by investors who need peace of mind"  
[X Link](https://x.com/k3ithmccullough/status/2020659038422466703)  2026-02-09T00:40Z [----] followers, [--] engagements


"@dtcprophet @CeleritasRe Didn't he lose [--] billion in Nike in one year"  
[X Link](https://x.com/k3ithmccullough/status/2022697498926813395)  2026-02-14T15:40Z [----] followers, [--] engagements


"@BillAckman @leevalueroach How about since being public how have public shareholders done"  
[X Link](https://x.com/k3ithmccullough/status/2022711215932289405)  2026-02-14T16:35Z [----] followers, [--] engagements


"Meanwhile $bud up 19% ytd"  
[X Link](https://x.com/k3ithmccullough/status/2019782712941220236)  2026-02-06T14:38Z [----] followers, [---] engagements


"@dolores_capital Is morn getting constantly pitched on x"  
[X Link](https://x.com/k3ithmccullough/status/2020375748843041256)  2026-02-08T05:54Z [----] followers, [---] engagements


"Any reason to think $CHTR EBITDA can't remain flat and they give all that juicy OCF back to shareholders in buybacks They can't rugpull investors again right"  
[X Link](https://x.com/k3ithmccullough/status/2020551731243786684)  2026-02-08T17:34Z [----] followers, [---] engagements


".@BillAckman buys $META"  
[X Link](https://x.com/k3ithmccullough/status/2021612706155929959)  2026-02-11T15:50Z [----] followers, 25.4K engagements


"@Bgr33dy @3F_Research Economy and inflation are going to heat up and the Fed is almost done cutting"  
[X Link](https://x.com/k3ithmccullough/status/2022687070699794451)  2026-02-14T14:59Z [----] followers, [--] engagements


"$SPGI closed down 10% up 11% from premarket low $FDS closed up 1% up 9% from premarket low $MCO closed down 7% up 6% from premarket low $MORN closed down 1% up 8% from premarket low"  
[X Link](https://x.com/k3ithmccullough/status/2021360606339805314)  2026-02-10T23:08Z [----] followers, [----] engagements


"@sadandlonely_69 The market is afraid of terminal risk it is trying to price the cash flows beyond two years from now which is a much larger number"  
[X Link](https://x.com/k3ithmccullough/status/2022719734270287990)  2026-02-14T17:08Z [----] followers, [---] engagements


"@Investor_NICK_ He said the same things as Vance and Trump just more pleasantly"  
[X Link](https://x.com/k3ithmccullough/status/2022753919332487364)  2026-02-14T19:24Z [----] followers, [--] engagements


"@tony__stark10 @Investor_NICK_ Lol the trump administration does not have such a monopoly on "the cold truth" that it should be dictating them to our oldest allies"  
[X Link](https://x.com/k3ithmccullough/status/2022766030754386291)  2026-02-14T20:12Z [----] followers, [--] engagements


"@tony__stark10 @Investor_NICK_ We have benefitted from these alliances and we are pushing them towards China"  
[X Link](https://x.com/k3ithmccullough/status/2022767445577023490)  2026-02-14T20:18Z [----] followers, [--] engagements


"@tony__stark10 @Investor_NICK_ The us created the wto and was the primary architect of letting China in not europe"  
[X Link](https://x.com/k3ithmccullough/status/2022767833881403899)  2026-02-14T20:20Z [----] followers, [--] engagements


"Trump isnt unprecedented; hes a logical evolution of executive power in a lineage of boundary-pushers Woodrow Wilson was the first president to push the office to its constitutional limits Heres what the 28th presidents second term reveals about the 47ths next [--] years 👇"  
[X Link](https://x.com/anyuser/status/2018369783331246151)  2026-02-02T17:03Z [----] followers, [----] engagements


"@TheStalwart @politicocobain @ettingermentum Joe setting up the interview schedule in 2028"  
[X Link](https://x.com/k3ithmccullough/status/2022319009157263623)  2026-02-13T14:36Z [----] followers, [---] engagements


"RT @mark_dow: "At least [--] individuals pardoned for Jan. [--] offenses have been rearrested or charged with other crimes post-pardon. At least"  
[X Link](https://x.com/anyuser/status/2022474365762167166)  2026-02-14T00:53Z [----] followers, [---] engagements


"RT @CNLiberalism: 🙄"  
[X Link](https://x.com/anyuser/status/2022483575753289998)  2026-02-14T01:30Z [----] followers, [--] engagements


"RT @GoshawkTrades: Market maker CEO says theres nothing wrong with using only market orders"  
[X Link](https://x.com/anyuser/status/2022708301838864550)  2026-02-14T16:23Z [----] followers, [--] engagements


"RT @reshetz: Professor Snyder youre still ultimately correct"  
[X Link](https://x.com/anyuser/status/2022722522551087386)  2026-02-14T17:20Z [----] followers, [---] engagements


"RT @PunishedAlbert:"  
[X Link](https://x.com/anyuser/status/2022726114741993906)  2026-02-14T17:34Z [----] followers, [--] engagements


"RT @Investor_NICK_: @WarrenPies had great segment on CNBC where he is downgrading equities to Neutral for now and discussing that hes noti"  
[X Link](https://x.com/anyuser/status/2022748393315909774)  2026-02-14T19:02Z [----] followers, [--] engagements


"RT @macrocephalopod: Damn would have been amazing trade if youd been able to hold it. Sounds like someone got a lesson in liquidity ris"  
[X Link](https://x.com/anyuser/status/2022690691189821449)  2026-02-14T15:13Z [----] followers, [--] engagements


"RT @atelicinvest: Oh yeah let's just divide the world into two extremely broad categories and make sweeping generalizations about them both"  
[X Link](https://x.com/anyuser/status/2022772319488180470)  2026-02-14T20:37Z [----] followers, [--] engagements


"Admitting to doing his masters bidding FED MIRAN: HAVE NO IDEA WHAT I'LL DO NEXT WAITING TO FIND OUT FED MIRAN: HAVE NO IDEA WHAT I'LL DO NEXT WAITING TO FIND OUT"  
[X Link](https://x.com/k3ithmccullough/status/2017277210030186894)  2026-01-30T16:42Z [----] followers, [---] engagements


"$DECK bought back 2% of the business at $92 last quarter"  
[X Link](https://x.com/k3ithmccullough/status/2017314680369242351)  2026-01-30T19:11Z [----] followers, [---] engagements


"@StevenGlinert They return about the same amount of cash to shareholders as other companies that have mid single digit rev growth"  
[X Link](https://x.com/k3ithmccullough/status/2017457539290415525)  2026-01-31T04:38Z [----] followers, [--] engagements


"@TheStalwart Joe Weisnmolt"  
[X Link](https://x.com/k3ithmccullough/status/2017635034413285455)  2026-01-31T16:24Z [----] followers, [--] engagements


"@gordocap18 And so management is buying back the stock right. RIGHT"  
[X Link](https://x.com/k3ithmccullough/status/2017652702520455437)  2026-01-31T17:34Z [----] followers, [---] engagements


"@OnodaCapital I'm fucking crashing out too this the stupidest fucking shit and everyone is going "oh interesting I like the idea he said about balance sheet" or "wow he is obviously qualified based on his experience of wanting to hike rates in 2008" WSJ editorial saying good pick Powell sucks"  
[X Link](https://x.com/k3ithmccullough/status/2017656387170402416)  2026-01-31T17:49Z [----] followers, [---] engagements


"@taobanker Lol "one of the best" is a believer that Fed independence is no longer necessary"  
[X Link](https://x.com/k3ithmccullough/status/2017657599248793948)  2026-01-31T17:53Z [----] followers, [---] engagements


"@sidprabhu For victory in the war against inflation"  
[X Link](https://x.com/k3ithmccullough/status/2017670326885183904)  2026-01-31T18:44Z [----] followers, [--] engagements


"https://www.wsj.com/politics/national-security/u-s-approves-15-7-billion-in-potential-arms-sales-for-saudi-arabia-israel-cffae615st=j4VBef https://www.wsj.com/politics/national-security/u-s-approves-15-7-billion-in-potential-arms-sales-for-saudi-arabia-israel-cffae615st=j4VBef"  
[X Link](https://x.com/k3ithmccullough/status/2017721285741043803)  2026-01-31T22:06Z [----] followers, [--] engagements


"@evrgn11112231 Take it back"  
[X Link](https://x.com/k3ithmccullough/status/2017753855509856524)  2026-02-01T00:16Z [----] followers, [---] engagements


"@evrgn11112231 I'm probably an idiot for being long adobe but I did it because of dcf is that not math"  
[X Link](https://x.com/k3ithmccullough/status/2017757743285756229)  2026-02-01T00:31Z [----] followers, [--] engagements


"Searching "Lululemon" on YouTube just takes you to soft core "try on videos" truly the intangible moat that Buffett was always talking about"  
[X Link](https://x.com/k3ithmccullough/status/2017785527085215941)  2026-02-01T02:22Z [----] followers, [---] engagements


"@evrgn11112231 @YellowCatCap @ChairliftCap @viggy_krishnan I really do think Lotus and Wordperfect are pretty close Both missed the boat on new user interface technologies and let a new entrant eat their lunch with more customizable and powerful tools that were simpler to use"  
[X Link](https://x.com/k3ithmccullough/status/2017800215835652288)  2026-02-01T03:20Z [----] followers, [--] engagements


"@TheStalwart Follow him Joe he is Sunday futures expert https://x.com/i/status/2018097155437634002 you had half a second to buy dip before the boys rip it positive https://x.com/i/status/2018097155437634002 you had half a second to buy dip before the boys rip it positive"  
[X Link](https://x.com/k3ithmccullough/status/2018124122471993448)  2026-02-02T00:47Z [----] followers, [----] engagements


"@kkmaway Braskem is different I understand Brazilian state sponsored chemical companies very well"  
[X Link](https://x.com/k3ithmccullough/status/2010509756004290682)  2026-01-12T00:30Z [----] followers, [---] engagements


"@obsidiancap1 What did they say in [---] characters or less"  
[X Link](https://x.com/k3ithmccullough/status/2014830602113921348)  2026-01-23T22:40Z [----] followers, 28.7K engagements


"Not sure what is worse owning $LULU or $ADBE"  
[X Link](https://x.com/k3ithmccullough/status/2016186312370303067)  2026-01-27T16:27Z [----] followers, [----] engagements


"$LMT wow very clean quarter"  
[X Link](https://x.com/k3ithmccullough/status/2016878751867359409)  2026-01-29T14:19Z [----] followers, [---] engagements


"@evrgn11112231 @ChairliftCap @YellowCatCap @viggy_krishnan Adobe is cheap if they continue to execute as they have the past year"  
[X Link](https://x.com/k3ithmccullough/status/2017790473079844923)  2026-02-01T02:41Z [----] followers, [---] engagements


"@evrgn11112231 @ChairliftCap @YellowCatCap @viggy_krishnan Lol you keep quoting hardware with no moat as bear cases Would be more like WordPerfect and Lotus 1-2-3"  
[X Link](https://x.com/k3ithmccullough/status/2017795150718591354)  2026-02-01T03:00Z [----] followers, [---] engagements


"@JaredSleeper Now do adobe"  
[X Link](https://x.com/k3ithmccullough/status/2017804465772908843)  2026-02-01T03:37Z [----] followers, [---] engagements


"@OnodaCapital @WaterworldCapi1 Don't show waterworld weakness he will use it against you"  
[X Link](https://x.com/k3ithmccullough/status/2018084847734976896)  2026-02-01T22:11Z [----] followers, [---] engagements


"@WaterworldCapi1 @OnodaCapital Adobe and lulu and I got blown out of my meta short you already know this"  
[X Link](https://x.com/k3ithmccullough/status/2018101172301595052)  2026-02-01T23:16Z [----] followers, [--] engagements


"@WaterworldCapi1 He picked the least convincing dove making the board incrementally more hawkish"  
[X Link](https://x.com/k3ithmccullough/status/2018139358591586811)  2026-02-02T01:48Z [----] followers, [--] engagements


"@MattJMcClintock Another tailwind for hoka"  
[X Link](https://x.com/k3ithmccullough/status/2018349489866551798)  2026-02-02T15:43Z [----] followers, [---] engagements


"@AsAllocated @Larryjamieson_ do you think the way they structure and sell this data is a moat"  
[X Link](https://x.com/k3ithmccullough/status/2018767831936958647)  2026-02-03T19:25Z [----] followers, [--] engagements


"@sj_xxxxxxx Because the terminal value is being entrenched by ai not eroded"  
[X Link](https://x.com/k3ithmccullough/status/2018840452536099146)  2026-02-04T00:14Z [----] followers, [---] engagements


"Huang says the software sell off is "illogical" https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-04-2026/card/nvidia-s-huang-says-it-s-illogical-to-think-ai-will-replace-software-tools-FqQnxoNLLQqwGXkEKM6z https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-04-2026/card/nvidia-s-huang-says-it-s-illogical-to-think-ai-will-replace-software-tools-FqQnxoNLLQqwGXkEKM6z"  
[X Link](https://x.com/k3ithmccullough/status/2019033610033226185)  2026-02-04T13:01Z [----] followers, [---] engagements


"@Tintincapital Btw what's your fav episode always liked tintin visits America and the broken ear"  
[X Link](https://x.com/k3ithmccullough/status/2019145653306143153)  2026-02-04T20:26Z [----] followers, [--] engagements


"@david_katunaric He found jesus"  
[X Link](https://x.com/k3ithmccullough/status/2019167574471200828)  2026-02-04T21:53Z [----] followers, [---] engagements


"@partners_road I would have thought fifth avenue with $AAPL $MSFT $NKE $DECK $URBN $ANF $LULU $TPR Kering LVMH Artizia Alo Fast Retailing Inditex Adidas and others would have been more important"  
[X Link](https://x.com/k3ithmccullough/status/1999979708273029209)  2025-12-13T23:08Z [----] followers, [---] engagements


"@bennpeifert He lives at Columbus Circle just hang out in the whole foods"  
[X Link](https://x.com/k3ithmccullough/status/2015224983228690477)  2026-01-25T00:47Z [----] followers, [----] engagements


"$LHX last February was a steal going to regret not being long it for a while L3Harris' AEW&C bizjet family has a new name: AERIS. The company provides modification and integration for both @GulfstreamAero G550 and @Bombardier Global [----] bizjets into Airborne Early Warning and Control (AEW&C) platforms designated AERIS A and AERIS X respectively. https://t.co/HWt61PepmX L3Harris' AEW&C bizjet family has a new name: AERIS. The company provides modification and integration for both @GulfstreamAero G550 and @Bombardier Global [----] bizjets into Airborne Early Warning and Control (AEW&C) platforms"  
[X Link](https://x.com/k3ithmccullough/status/2015504232439312549)  2026-01-25T19:17Z [----] followers, [---] engagements


".@BillAckman your presidential payoff awaits FHFA's Pulte: Fannie Mae and Freddie Mac are ready to go public it's up to Trump. We would sell 2.5-5% of Fannie and Freddie if it goes public. FHFA's Pulte: Fannie Mae and Freddie Mac are ready to go public it's up to Trump. We would sell 2.5-5% of Fannie and Freddie if it goes public"  
[X Link](https://x.com/k3ithmccullough/status/2019135429556203886)  2026-02-04T19:46Z [----] followers, [---] engagements


"@MattJMcClintock If they can get the running distribution smoothed out so issues like the Adios [--] don't recur going to be a force to be reckoned with"  
[X Link](https://x.com/k3ithmccullough/status/2003609621760737534)  2025-12-23T23:32Z [----] followers, [---] engagements

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