#  @kiwicarrotcake kiwicarrotcake No specific company, including kiwicarrotcake which isn't mentioned, seems to be dominating the conversation. Various stocks are being discussed, with some investors expressing concerns about certain companies' strategies, such as dividend cuts or debt management. Others are optimistic about specific stocks' growth potential or valuation. ### Engagements: [-----] [#](/creator/twitter::1243560257307238400/interactions)  - [--] Week [------] +27% - [--] Month [------] +213% - [--] Months [-------] -67% - [--] Year [---------] +265% ### Mentions: [--] [#](/creator/twitter::1243560257307238400/posts_active)  - [--] Week [---] +47% - [--] Month [---] +98% - [--] Months [---] -1.50% - [--] Year [-----] +14% ### Followers: [-----] [#](/creator/twitter::1243560257307238400/followers)  - [--] Week [-----] +0.30% - [--] Month [-----] +3% - [--] Months [-----] +12% - [--] Year [-----] +60% ### CreatorRank: [---------] [#](/creator/twitter::1243560257307238400/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 57.14% [technology brands](/list/technology-brands) 17.46% [finance](/list/finance) 13.49% [cryptocurrencies](/list/cryptocurrencies) 12.7% [celebrities](/list/celebrities) 0.79% [automotive brands](/list/automotive-brands) 0.79% [currencies](/list/currencies) 0.79% **Social topic influence** [$tost](/topic/$tost) #45, [lyft](/topic/lyft) #250, [$spot](/topic/$spot) 3.97%, [$lyft](/topic/$lyft) #131, [debt](/topic/debt) 3.17%, [$wsm](/topic/$wsm) 3.17%, [$krus](/topic/$krus) #3, [$chwy](/topic/$chwy) 3.17%, [$dva](/topic/$dva) 3.17%, [market cap](/topic/market-cap) #1137 **Top accounts mentioned or mentioned by** [@cleanmoney86](/creator/undefined) [@crussian17](/creator/undefined) [@maldofino](/creator/undefined) [@oilfieldrando](/creator/undefined) [@liviamcapital](/creator/undefined) [@packym](/creator/undefined) [@elonmusk](/creator/undefined) [@trevboland](/creator/undefined) [@ericnuttall](/creator/undefined) [@postmarket](/creator/undefined) [@caroljsroth](/creator/undefined) [@dampedspring](/creator/undefined) [@taobanker](/creator/undefined) [@yenoms](/creator/undefined) [@voltportfolio](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@spread_bet](/creator/undefined) [@sj_xxxxxxx](/creator/undefined) [@linglingfool](/creator/undefined) **Top assets mentioned** [Toast, Inc. (TOST)](/topic/$tost) [Spotify Technology (SPOT)](/topic/$spot) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Wall Street Memes (WSM)](/topic/$wsm) [Chewy, Inc. (CHWY)](/topic/$chwy) [Davita Inc (DVA)](/topic/$dva) [Helen Of Troy Ltd (HELE)](/topic/$hele) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Maplebear Inc. (CART)](/topic/$cart) [Fresenius Medical Care AG & Co. KGaA (FMS)](/topic/$fms) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Helium IOT (IOT)](/topic/$iot) [FIGS, Inc (FIGS)](/topic/$figs) [Roper Technologies Inc (ROP)](/topic/$rop) [Capital One Financial Corp. (COF)](/topic/$cof) [4 (FOUR)](/topic/$four) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Western Union Co (WU)](/topic/$wu) [Eli Lilly and Company (LLY)](/topic/$lly) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Samsunspor Fan Token (SAM)](/topic/$sam) [Confluent, Inc. (CFLT)](/topic/$cflt) [Arrowhead Research Corporation (ARWR)](/topic/$arwr) [Teck Resources Limited (TECK)](/topic/$teck) [Suncor Energy, Inc. (SU)](/topic/$su) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Crane Holdings, Co. (CR)](/topic/$cr) [Shopify Inc (SHOP)](/topic/$shop) [Leslie's, Inc. (LESL)](/topic/$lesl) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [QuidelOrtho Corporation Common Stock (QDEL)](/topic/$qdel) [BABB (BAX)](/topic/$bax) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Newmont Corporation (NEM)](/topic/$nem) [PENN Entertainment Inc (PENN)](/topic/$penn) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Kinetik Holdings Inc. Class A Common Stock (KNTK)](/topic/$kntk) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Crocs, Inc. (CROX)](/topic/$crox) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Taiwan Semiconductor (TSM)](/topic/$tsm) [MGM Resorts International (MGM)](/topic/$mgm) [Wd-40 Co (WDFC)](/topic/$wdfc) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) ### Top Social Posts Top posts by engagements in the last [--] hours "$hele impressive destruction have been looking into their debt" [X Link](https://x.com/kiwicarrotcake/status/2011183919463338100) 2026-01-13T21:09Z [----] followers, [---] engagements "still think one of the best supreme court reverse ruling would be $hele weekly $20's at .05 they got absolutely wrecked from tariffs. not doing it but could be fun" [X Link](https://x.com/kiwicarrotcake/status/2011544793541984368) 2026-01-14T21:03Z [----] followers, [---] engagements "@Oilfield_Rando Every single uber/lyft driver after they ask what I do. Now I just say unemployed" [X Link](https://x.com/kiwicarrotcake/status/1372650392111230979) 2021-03-18T20:45Z [---] followers, [--] engagements "@LiviamCapital Not sure it made it a difference but definitely more mentally unstable now" [X Link](https://x.com/kiwicarrotcake/status/1382673347490713601) 2021-04-15T12:33Z [---] followers, [--] engagements "@packyM @elonmusk [--] and [--]. Ugh" [X Link](https://x.com/anyuser/status/1387426323128258561) 2021-04-28T15:19Z [---] followers, [--] engagements "@TrevBoland @ericnuttall not sure I have a lot of faith in Canadian government to not go full crazy on oil" [X Link](https://x.com/kiwicarrotcake/status/1397641612608561158) 2021-05-26T19:51Z [----] followers, [--] engagements "A 30% dip for a Phase [--] drug when you have [--] more in the pipeline.makes you wonder. $ARWR . No position" [X Link](https://x.com/anyuser/status/1410986342457221120) 2021-07-02T15:38Z [----] followers, [--] engagements "@Post_Market [--] years from now $TECK will still be a $20 stock that fluctuates from $5 to $30 a few times in between" [X Link](https://x.com/anyuser/status/1427755368403329025) 2021-08-17T22:13Z [----] followers, [--] engagements "$SU classic case of price driving sentiment even though nothing changed" [X Link](https://x.com/anyuser/status/1446507566431981572) 2021-10-08T16:07Z [----] followers, [--] engagements "@Crussian17 Why buy at NTNX at 6x rev when you can buy net for 100x [----] FCF" [X Link](https://x.com/anyuser/status/1447595070149074948) 2021-10-11T16:08Z [----] followers, [--] engagements "$ZIM executives should post a cash clock on their website similar to the national debt clock in NYC. Just so we know how stupid this is getting" [X Link](https://x.com/anyuser/status/1475899530017218560) 2021-12-28T18:40Z [----] followers, [--] engagements "@caroljsroth Crane brothers on Frasier" [X Link](https://x.com/anyuser/status/1487480648726163456) 2022-01-29T17:39Z [----] followers, [--] engagements "$SHOP operating cash flows of negative $54 million seems reasonable for $60 billion company. Probably just a one time thing" [X Link](https://x.com/anyuser/status/1522180289740558336) 2022-05-05T11:43Z [----] followers, [--] engagements "did folks forget $APPS changed the way they are reporting revenue" [X Link](https://x.com/kiwicarrotcake/status/1531729144656035840) 2022-05-31T20:07Z [----] followers, [--] engagements "@dampedspring @Crussian17 Nonsense NVDA at 40x operating cash flow on single digit growth is always a generational buy opportunity" [X Link](https://x.com/anyuser/status/1592242355712978945) 2022-11-14T19:45Z [----] followers, [--] engagements "$FMX - $7 billion cash $8 billion stake in KOF $3 billion +ebitda ex-KOF 10% growth No idea how low it will go but below $70 might just go all in" [X Link](https://x.com/anyuser/status/1859320416889864354) 2024-11-20T19:38Z [----] followers, [---] engagements "Best day of my career portfolio wise" [X Link](https://x.com/anyuser/status/1877002623141736832) 2025-01-08T14:41Z [----] followers, [----] engagements "$lesl guys I need at least 200% here" [X Link](https://x.com/kiwicarrotcake/status/1948020961669705837) 2025-07-23T14:02Z [---] followers, [---] engagements "$fmx this is actually shocking" [X Link](https://x.com/kiwicarrotcake/status/1969122763601248283) 2025-09-19T19:33Z [---] followers, [---] engagements "me not listening to my surgeon buddy who spends an ungodly amount on $figs scrubs was about as stupid as not listening the Fianc about aritzia" [X Link](https://x.com/kiwicarrotcake/status/1991250883850432621) 2025-11-19T21:03Z [----] followers, [---] engagements "not sure the $fmx accelerated buy back news is worth a 5% move. not an expensive stock by any means" [X Link](https://x.com/kiwicarrotcake/status/1995887044636393653) 2025-12-02T16:05Z [---] followers, [---] engagements "didn't realize $asic ran up so much end of year" [X Link](https://x.com/kiwicarrotcake/status/2006374124113805367) 2025-12-31T14:37Z [----] followers, [---] engagements "Will always be a bit amusing $tpl gets included in SPY [---] near 50x ebitda +" [X Link](https://x.com/kiwicarrotcake/status/2009029073033420803) 2026-01-07T22:27Z [----] followers, [---] engagements "decent premium on $wsm [----] January calls $300 almost pushing $10. $250 at $20 wouldn't mind being put short at either price" [X Link](https://x.com/kiwicarrotcake/status/2010820356219502670) 2026-01-12T21:05Z [----] followers, [---] engagements "$krus and $cbrl both on short list once over $1 billion mc" [X Link](https://x.com/kiwicarrotcake/status/2011807557396865254) 2026-01-15T14:27Z [----] followers, [---] engagements "$figs at $2 billion.unh" [X Link](https://x.com/kiwicarrotcake/status/2011947903682556128) 2026-01-15T23:45Z [---] followers, [---] engagements "shareholders vote should be required $qdel wrecked $bax wrecked" [X Link](https://x.com/kiwicarrotcake/status/2012208687981408535) 2026-01-16T17:01Z [---] followers, [---] engagements "didn't realize $unfi closed [--] cents over $35 on Friday ripped at the close had [--] calls expire quickly down 8k today was I was put long 6k shares at $35" [X Link](https://x.com/kiwicarrotcake/status/2013685173913563525) 2026-01-20T18:48Z [---] followers, [---] engagements "shorting some $b $nem $fcx calls" [X Link](https://x.com/kiwicarrotcake/status/2014058502314946978) 2026-01-21T19:32Z [----] followers, [---] engagements "$wsm short $215" [X Link](https://x.com/kiwicarrotcake/status/2014060803658227731) 2026-01-21T19:41Z [----] followers, [---] engagements "Me expecting $unfi to do anything:" [X Link](https://x.com/kiwicarrotcake/status/2014378854802997457) 2026-01-22T16:45Z [----] followers, [----] engagements "Still thinking about $PENN buying theScore for $2 billion during covid at 100x sales and the CEO making $65 million form stock awards $100 and now trades at $15. Dude still has a job" [X Link](https://x.com/kiwicarrotcake/status/2014380285790396823) 2026-01-22T16:51Z [----] followers, [---] engagements "Beloved compounder $ROP almost [--] years of nothing. Still better than my portfolio" [X Link](https://x.com/kiwicarrotcake/status/2014383104673124544) 2026-01-22T17:02Z [----] followers, [----] engagements "Wild number $cof" [X Link](https://x.com/kiwicarrotcake/status/2014722445974872307) 2026-01-23T15:30Z [----] followers, [---] engagements "$cof long $223.75" [X Link](https://x.com/kiwicarrotcake/status/2014723448711340282) 2026-01-23T15:34Z [----] followers, [---] engagements "covered today $wsm $wsm short $215 $wsm short $215" [X Link](https://x.com/kiwicarrotcake/status/2014735055994675491) 2026-01-23T16:20Z [----] followers, [---] engagements "nobody really talking about $gddy anymore. bloodbath there" [X Link](https://x.com/kiwicarrotcake/status/2014777016730427444) 2026-01-23T19:07Z [----] followers, [---] engagements "$pags finally becoming a productive member of the portfolio" [X Link](https://x.com/kiwicarrotcake/status/2016159329901031872) 2026-01-27T14:40Z [---] followers, [---] engagements "How many times we going to go through this $cart" [X Link](https://x.com/kiwicarrotcake/status/2016165305794338983) 2026-01-27T15:04Z [----] followers, [---] engagements "are we just not going to talk about $ROP" [X Link](https://x.com/kiwicarrotcake/status/2016172591459836059) 2026-01-27T15:32Z [----] followers, [---] engagements "Not hating those $tost $15 January puts at .5 to short. would put near $9 billion could do a lot worse valuation wise" [X Link](https://x.com/kiwicarrotcake/status/2016231160758546805) 2026-01-27T19:25Z [---] followers, [---] engagements "Why can' t executives ever just say "You know what. We won. 8% dividend is enough." Nothing good ever happens above. Just pay it out as a special if you must. $KNTK" [X Link](https://x.com/kiwicarrotcake/status/2016234747748368403) 2026-01-27T19:39Z [---] followers, [---] engagements "these defense stocks trading like our defense budget going to keep ripping 10% annually. $hii not exactly cheap here.premium on those September call a bit wild" [X Link](https://x.com/kiwicarrotcake/status/2016250598019019238) 2026-01-27T20:42Z [---] followers, [---] engagements "$cart interesting" [X Link](https://x.com/kiwicarrotcake/status/2016252620382273781) 2026-01-27T20:50Z [----] followers, [---] engagements "Why doesn't $crox dump hey dude for whatever they can get.doesn't seem worth the effort here" [X Link](https://x.com/kiwicarrotcake/status/2016609694257750085) 2026-01-28T20:29Z [----] followers, [---] engagements "$fourpa seems like a better option than $four here" [X Link](https://x.com/kiwicarrotcake/status/2016946414031458760) 2026-01-29T18:47Z [----] followers, [---] engagements "do like $bros $50 for a small trade if it gets there before earnings" [X Link](https://x.com/kiwicarrotcake/status/2017266662496497916) 2026-01-30T16:00Z [----] followers, [---] engagements "hoping to get $chwy $15's puts around $1 to short" [X Link](https://x.com/kiwicarrotcake/status/2017309105518489628) 2026-01-30T18:49Z [---] followers, [---] engagements "$dva should bode well-ish for $fms" [X Link](https://x.com/kiwicarrotcake/status/2018436423746027878) 2026-02-02T21:28Z [----] followers, [---] engagements "$dva short 135" [X Link](https://x.com/kiwicarrotcake/status/2018696459848217016) 2026-02-03T14:41Z [---] followers, [---] engagements "$cnk should have a decent quarter/guidance trimmed a bit $25 $CNK adding more $23.15 this is why the fiance couldn't buy nice things $CNK adding more $23.15 this is why the fiance couldn't buy nice things" [X Link](https://x.com/kiwicarrotcake/status/2018714286369968245) 2026-02-03T15:52Z [---] followers, [---] engagements "thought $dva being up 25% would nudge $fms a tad more clearly not. added more $lndxf$100" [X Link](https://x.com/kiwicarrotcake/status/2018722174194897209) 2026-02-03T16:24Z [---] followers, [---] engagements "@maldofino not sure maybe I missed something but assume trading with all other date conglomerates" [X Link](https://x.com/kiwicarrotcake/status/2018724460069564736) 2026-02-03T16:33Z [---] followers, [--] engagements "$chwy started shorting puts" [X Link](https://x.com/kiwicarrotcake/status/2018731711937552885) 2026-02-03T17:02Z [---] followers, [---] engagements "$tost every mom and pop restaurant going to buy their own PoS hardware then write their own code possible I guess. $fourpa pushing 10% soon.still think it's a better play down here if you like $four" [X Link](https://x.com/kiwicarrotcake/status/2018753943128436898) 2026-02-03T18:30Z [----] followers, [---] engagements "$tsm volatility kinda nuts for how stable earnings are" [X Link](https://x.com/kiwicarrotcake/status/2018763936691085484) 2026-02-03T19:10Z [---] followers, [---] engagements "Competing with private equity that own vet clinics should not be to difficult. Think $CHWY will crush here if they keep course" [X Link](https://x.com/kiwicarrotcake/status/2018767343451521398) 2026-02-03T19:23Z [---] followers, [---] engagements "$wsm short 215.5" [X Link](https://x.com/kiwicarrotcake/status/2018772899352690972) 2026-02-03T19:45Z [----] followers, [---] engagements "abnb/chwy/tost bought a fair bit here" [X Link](https://x.com/kiwicarrotcake/status/2018785333304070336) 2026-02-03T20:35Z [----] followers, [---] engagements "Bought a lot of $tost $27.5" [X Link](https://x.com/kiwicarrotcake/status/2019064803537350797) 2026-02-04T15:05Z [----] followers, [---] engagements "$spot long $451" [X Link](https://x.com/kiwicarrotcake/status/2019065820253429926) 2026-02-04T15:09Z [----] followers, [---] engagements "$fms seems undervalued relative to $dva here" [X Link](https://x.com/kiwicarrotcake/status/2019070164113801657) 2026-02-04T15:26Z [----] followers, [---] engagements "$mgm impressive" [X Link](https://x.com/kiwicarrotcake/status/2019081359319306590) 2026-02-04T16:11Z [----] followers, [---] engagements "looking decent. $wu bought [---] $wu $8-$10 vertical call spread at .63 for $6.3 k bought [---] $wu $8-$10 vertical call spread at .63 for $6.3 k" [X Link](https://x.com/kiwicarrotcake/status/2019097193962226001) 2026-02-04T17:14Z [----] followers, [---] engagements "$bros bought more $53.40" [X Link](https://x.com/kiwicarrotcake/status/2019130823275119037) 2026-02-04T19:27Z [----] followers, [---] engagements "really $wdfc" [X Link](https://x.com/kiwicarrotcake/status/2019435319490380082) 2026-02-05T15:37Z [---] followers, [---] engagements "$tw bodes well for $lndxf" [X Link](https://x.com/kiwicarrotcake/status/2019440514026680784) 2026-02-05T15:58Z [----] followers, [---] engagements "$Wu going to outlive $pypl Can't kill cockroaches" [X Link](https://x.com/kiwicarrotcake/status/2019446578440773843) 2026-02-05T16:22Z [----] followers, [---] engagements "bought [---] shares of BE into earnings [---] gambling. added more BROS coffee/sugar/coco all should be a nice tailwind eventually" [X Link](https://x.com/kiwicarrotcake/status/2019447557307441516) 2026-02-05T16:26Z [---] followers, [---] engagements "$dlaky not really trusting their [----] [-----] FCF forecast which would make this absurdly cheap but even if they are by 50% still cheap. willing to take a stab at current market cap + with Lufthansa Technik sub" [X Link](https://x.com/kiwicarrotcake/status/2019464895289237944) 2026-02-05T17:35Z [---] followers, [---] engagements "$lly long $1030.71" [X Link](https://x.com/kiwicarrotcake/status/2019467794203414877) 2026-02-05T17:46Z [---] followers, [---] engagements "Josh Brown made a good point with $pltr How big is their TAM with international governments if at all considering how embedded with US gov they are" [X Link](https://x.com/kiwicarrotcake/status/2019505424941109319) 2026-02-05T20:16Z [---] followers, [---] engagements "will continue shorting $chwy $15 January [----] getting close to $1 which would put near $5.8 billion would have close to 12-15% of mc in cash no debt and mid single digit ebitda. don't hate it" [X Link](https://x.com/kiwicarrotcake/status/2019533319336271927) 2026-02-05T22:07Z [---] followers, [---] engagements "Didn't $Joby say their fares would be priced at Uber black rates What happens when Waymo cuts that in half. That million $ plane is never paying for itself. going to such a niche market" [X Link](https://x.com/kiwicarrotcake/status/2019560663669178716) 2026-02-05T23:55Z [----] followers, [---] engagements "selling LLY [----] Portfolio is going to take a 1% on Amazon holdings. $lly long $1030.71 $lly long $1030.71" [X Link](https://x.com/kiwicarrotcake/status/2019776598107468165) 2026-02-06T14:14Z [---] followers, [---] engagements "fade the sh**-co pop" [X Link](https://x.com/kiwicarrotcake/status/2019790189455888395) 2026-02-06T15:08Z [---] followers, [---] engagements "this $meli dip because of $amzn" [X Link](https://x.com/kiwicarrotcake/status/2019808912514691369) 2026-02-06T16:22Z [---] followers, [---] engagements "Is there a reason $HD/ $LOW don't have a search kiosk at the entrance You can search for aisle/ bay on your phone but a little annoying. Do people buy more stuff if they are lost in those stores" [X Link](https://x.com/kiwicarrotcake/status/2019825940915012002) 2026-02-06T17:30Z [----] followers, [---] engagements "$krus about to a $1 billion market cap again.my man" [X Link](https://x.com/kiwicarrotcake/status/2019830477918769234) 2026-02-06T17:48Z [----] followers, [---] engagements "$tm doing everything right in the car sector it seems" [X Link](https://x.com/kiwicarrotcake/status/2019848573270020217) 2026-02-06T19:00Z [----] followers, [---] engagements "@taobanker Probably the case for most apps anyone can vibe code anything 99.99% of those won't go anywhere" [X Link](https://x.com/kiwicarrotcake/status/2020170161760715169) 2026-02-07T16:17Z [----] followers, [---] engagements "think there's a price where I'm willing to short $cat might be $1034" [X Link](https://x.com/kiwicarrotcake/status/2020936395523752343) 2026-02-09T19:02Z [----] followers, [---] engagements "lyft another 5k shares at $14.08" [X Link](https://x.com/kiwicarrotcake/status/2021338864657498240) 2026-02-10T21:41Z [----] followers, [---] engagements "@cleanmoney86 no one will an original argument here. I think lyft will be able to buy back all their shares by 2030" [X Link](https://x.com/kiwicarrotcake/status/2021352518526304768) 2026-02-10T22:36Z [----] followers, [--] engagements "Assuming this is an error cause bids not filling at $142.75 $agm still .account down a real $20kish if it's a mistake" [X Link](https://x.com/kiwicarrotcake/status/2009432062290194649) 2026-01-09T01:08Z [----] followers, [---] engagements "$aci quite the recovery. no trades there" [X Link](https://x.com/kiwicarrotcake/status/2011459986006978801) 2026-01-14T15:26Z [----] followers, [---] engagements "Assuming $unfi continues doing business with them most grocers do $20 million annually. Nice little tailwind. Amazon $AMZN has said it will open more than [---] new Whole Foods Market stores Amazon $AMZN has said it will open more than [---] new Whole Foods Market stores" [X Link](https://x.com/kiwicarrotcake/status/2016253388753666403) 2026-01-27T20:54Z [----] followers, [---] engagements "$EFX should up my credit score [--] point for every [--] shares I buy" [X Link](https://x.com/kiwicarrotcake/status/2018716555274576110) 2026-02-03T16:01Z [----] followers, [---] engagements "New girlfriend gives me shopping list. Last item: [--] bottles of burgundy wine. Spends $230. Drops off items. Get there later that night. Where's the wine I ask. Marinating in le creuset" [X Link](https://x.com/kiwicarrotcake/status/2018779194428150202) 2026-02-03T20:10Z [----] followers, [---] engagements "$meta long $671 $ttan long $65" [X Link](https://x.com/kiwicarrotcake/status/2019066861166403629) 2026-02-04T15:13Z [----] followers, [---] engagements "$sam good enough $230 rotating a bit into spot/tsm" [X Link](https://x.com/kiwicarrotcake/status/2019094116001296543) 2026-02-04T17:02Z [----] followers, [---] engagements "$oln short [----] $ce short 51.3" [X Link](https://x.com/kiwicarrotcake/status/2019122325560652247) 2026-02-04T18:54Z [----] followers, [---] engagements "$krus on the short watch $80" [X Link](https://x.com/kiwicarrotcake/status/2019127178877931880) 2026-02-04T19:13Z [----] followers, [---] engagements "probably dumb but $tost is 4.8% of the port here" [X Link](https://x.com/kiwicarrotcake/status/2019140343820923384) 2026-02-04T20:05Z [----] followers, [---] engagements "Probably the most insane chart out there. $krus" [X Link](https://x.com/kiwicarrotcake/status/2019152543767548020) 2026-02-04T20:54Z [----] followers, [---] engagements "$spot and $tost both 5%+ positions in the port" [X Link](https://x.com/kiwicarrotcake/status/2019805384698122560) 2026-02-06T16:08Z [----] followers, [---] engagements "$mcw would be interesting if they weren't so hellbent on new car wash expenditures" [X Link](https://x.com/kiwicarrotcake/status/2019852121441772001) 2026-02-06T19:14Z [----] followers, [---] engagements "Anyone following the Honest company. $HNST pushing what 1/3 market cap in cash no debt decent product reviews consumer staple working on a turnaround" [X Link](https://x.com/kiwicarrotcake/status/2020581479646896596) 2026-02-08T19:32Z [----] followers, [---] engagements "If $clf can't crush in this environment" [X Link](https://x.com/kiwicarrotcake/status/2020869472161038658) 2026-02-09T14:36Z [----] followers, [---] engagements "For everyone being so bullish international you'd think $abnb would catch more of a bid. 60% of revs are international with solid growth in Asia and SA. Think it works even with single digit growth in the NA. reasonable valuation" [X Link](https://x.com/kiwicarrotcake/status/2020870479838367963) 2026-02-09T14:40Z [----] followers, [---] engagements "$tost calls" [X Link](https://x.com/kiwicarrotcake/status/2020964865754661153) 2026-02-09T20:55Z [----] followers, [---] engagements "$lyft long $15" [X Link](https://x.com/kiwicarrotcake/status/2021329998171275628) 2026-02-10T21:06Z [----] followers, [---] engagements "$lyft long 14.5" [X Link](https://x.com/kiwicarrotcake/status/2021330244943110144) 2026-02-10T21:07Z [----] followers, [---] engagements "$lyft long 14.4" [X Link](https://x.com/kiwicarrotcake/status/2021330480012886442) 2026-02-10T21:08Z [----] followers, [---] engagements "loaded up $lyft here $14.5" [X Link](https://x.com/kiwicarrotcake/status/2021330813804216731) 2026-02-10T21:09Z [----] followers, [---] engagements "I will own the last $lyft share. Ditto with $svndy" [X Link](https://x.com/kiwicarrotcake/status/2021340473710002187) 2026-02-10T21:48Z [----] followers, [---] engagements "I swear man. Yeah sry margins might get hit by $10 million on $1 billion fcf base on a [---] billion market cap with growth all around. Let's take you down 20% on that" [X Link](https://x.com/kiwicarrotcake/status/2021350835192725754) 2026-02-10T22:29Z [----] followers, [---] engagements "$ari. @yenoms shaving off retirement one day at a time" [X Link](https://x.com/kiwicarrotcake/status/2016979658797936805) 2026-01-29T20:59Z [----] followers, [---] engagements "Convinced Lufthansa Technik might be worth close to $dlaky entire market if it were spun off. $adyey interest $14" [X Link](https://x.com/kiwicarrotcake/status/2017249353769898375) 2026-01-30T14:51Z [----] followers, [---] engagements "$IOT $15 [----] short puts $1.5 looking interesting . $2 would be nice" [X Link](https://x.com/kiwicarrotcake/status/2018369825974755759) 2026-02-02T17:04Z [----] followers, [---] engagements "started shorting $iot $15 January [----] puts at $1.5" [X Link](https://x.com/kiwicarrotcake/status/2018721705892684275) 2026-02-03T16:22Z [----] followers, [---] engagements "One down. let's go $spot $abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician. $abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician" [X Link](https://x.com/kiwicarrotcake/status/2021231389538943231) 2026-02-10T14:34Z [----] followers, [---] engagements "no longer in $sam but wild that nobody wanted then boom up 20% in one week on vibes" [X Link](https://x.com/kiwicarrotcake/status/2021246917955457093) 2026-02-10T15:36Z [----] followers, [---] engagements "If Tylenol causes autism why were they allowed to promote via a Super Bowl commercial" [X Link](https://x.com/kiwicarrotcake/status/2021272397798670653) 2026-02-10T17:17Z [----] followers, [---] engagements "so $mga would have been a good way to play waymo. still looks good" [X Link](https://x.com/kiwicarrotcake/status/2021689736864145710) 2026-02-11T20:56Z [----] followers, [---] engagements "$spot interesting" [X Link](https://x.com/kiwicarrotcake/status/2020161425298104675) 2026-02-07T15:43Z [----] followers, [----] engagements "what if $cart manages to grow revenues single digits to [----] and trades at 10%+ fcf yield until then with 20% of mc in cash" [X Link](https://x.com/kiwicarrotcake/status/2021622249204125928) 2026-02-11T16:27Z [----] followers, [---] engagements "throwing some $mcd bids at $310 you never know" [X Link](https://x.com/kiwicarrotcake/status/2021699463404789961) 2026-02-11T21:34Z [----] followers, [---] engagements "$hele has some pretty solid brands shame the company was run by fools" [X Link](https://x.com/kiwicarrotcake/status/2011471660507930893) 2026-01-14T16:13Z [----] followers, [---] engagements "$LDNXF adding $110 adieu buy orders [--] $iot lon 25.25" [X Link](https://x.com/kiwicarrotcake/status/2018696608842400035) 2026-02-03T14:42Z [----] followers, [---] engagements "meh f*** it $mat [-----] long" [X Link](https://x.com/kiwicarrotcake/status/2021341610446028943) 2026-02-10T21:52Z [----] followers, [---] engagements "what would $cflt be trading at if not for $ibm $15" [X Link](https://x.com/kiwicarrotcake/status/2021666936762118400) 2026-02-11T19:25Z [----] followers, [---] engagements "$abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician" [X Link](https://x.com/kiwicarrotcake/status/2020902983765053756) 2026-02-09T16:49Z [----] followers, [---] engagements "Wondering if it's worth taking a punt on $cflt puts $30 puts" [X Link](https://x.com/kiwicarrotcake/status/2021985476111175958) 2026-02-12T16:31Z [----] followers, [---] engagements "Not impossible but will be difficult to vibe code deposits" [X Link](https://x.com/kiwicarrotcake/status/2022031587681173691) 2026-02-12T19:34Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@kiwicarrotcake kiwicarrotcake
No specific company, including kiwicarrotcake which isn't mentioned, seems to be dominating the conversation. Various stocks are being discussed, with some investors expressing concerns about certain companies' strategies, such as dividend cuts or debt management. Others are optimistic about specific stocks' growth potential or valuation.
Engagements: [-----] #
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Mentions: [--] #
- [--] Week [---] +47%
- [--] Month [---] +98%
- [--] Months [---] -1.50%
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Followers: [-----] #
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Social Influence
Social category influence stocks 57.14% technology brands 17.46% finance 13.49% cryptocurrencies 12.7% celebrities 0.79% automotive brands 0.79% currencies 0.79%
Social topic influence $tost #45, lyft #250, $spot 3.97%, $lyft #131, debt 3.17%, $wsm 3.17%, $krus #3, $chwy 3.17%, $dva 3.17%, market cap #1137
Top accounts mentioned or mentioned by @cleanmoney86 @crussian17 @maldofino @oilfieldrando @liviamcapital @packym @elonmusk @trevboland @ericnuttall @postmarket @caroljsroth @dampedspring @taobanker @yenoms @voltportfolio @kingdomcapadv @spread_bet @sj_xxxxxxx @linglingfool
Top assets mentioned Toast, Inc. (TOST) Spotify Technology (SPOT) Lyft, Inc. Class A Common Stock (LYFT) Wall Street Memes (WSM) Chewy, Inc. (CHWY) Davita Inc (DVA) Helen Of Troy Ltd (HELE) FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX) Unifi Protocol DAO (UNFI) Maplebear Inc. (CART) Fresenius Medical Care AG & Co. KGaA (FMS) Airbnb, Inc. (ABNB) Helium IOT (IOT) FIGS, Inc (FIGS) Roper Technologies Inc (ROP) Capital One Financial Corp. (COF) 4 (FOUR) Dutch Bros, Inc. (BROS) Western Union Co (WU) Eli Lilly and Company (LLY) Amazon.com, Inc. (AMZN) Samsunspor Fan Token (SAM) Confluent, Inc. (CFLT) Arrowhead Research Corporation (ARWR) Teck Resources Limited (TECK) Suncor Energy, Inc. (SU) ZIM Integrated Shipping Services Ltd. (ZIM) Crane Holdings, Co. (CR) Shopify Inc (SHOP) Leslie's, Inc. (LESL) Ategrity Specialty Insurance Company Holdings (ASIC) Texas Pacific Land, Corp. (TPL) QuidelOrtho Corporation Common Stock (QDEL) BABB (BAX) Freeport-McMoRan Inc (FCX) Newmont Corporation (NEM) PENN Entertainment Inc (PENN) GoDaddy, Inc. (GDDY) PagSeguro Digital Ltd. (PAGS) Kinetik Holdings Inc. Class A Common Stock (KNTK) Huntington Ingalls Industries Inc (HII) Crocs, Inc. (CROX) Cinemark Holdings, Inc. (CNK) Taiwan Semiconductor (TSM) MGM Resorts International (MGM) Wd-40 Co (WDFC) Tradeweb Markets Inc. Class A Common Stock (TW) PayPal Holdings Inc (PYPL) Palantir Technologies Inc. (PLTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"$hele impressive destruction have been looking into their debt"
X Link 2026-01-13T21:09Z [----] followers, [---] engagements
"still think one of the best supreme court reverse ruling would be $hele weekly $20's at .05 they got absolutely wrecked from tariffs. not doing it but could be fun"
X Link 2026-01-14T21:03Z [----] followers, [---] engagements
"@Oilfield_Rando Every single uber/lyft driver after they ask what I do. Now I just say unemployed"
X Link 2021-03-18T20:45Z [---] followers, [--] engagements
"@LiviamCapital Not sure it made it a difference but definitely more mentally unstable now"
X Link 2021-04-15T12:33Z [---] followers, [--] engagements
"@packyM @elonmusk [--] and [--]. Ugh"
X Link 2021-04-28T15:19Z [---] followers, [--] engagements
"@TrevBoland @ericnuttall not sure I have a lot of faith in Canadian government to not go full crazy on oil"
X Link 2021-05-26T19:51Z [----] followers, [--] engagements
"A 30% dip for a Phase [--] drug when you have [--] more in the pipeline.makes you wonder. $ARWR . No position"
X Link 2021-07-02T15:38Z [----] followers, [--] engagements
"@Post_Market [--] years from now $TECK will still be a $20 stock that fluctuates from $5 to $30 a few times in between"
X Link 2021-08-17T22:13Z [----] followers, [--] engagements
"$SU classic case of price driving sentiment even though nothing changed"
X Link 2021-10-08T16:07Z [----] followers, [--] engagements
"@Crussian17 Why buy at NTNX at 6x rev when you can buy net for 100x [----] FCF"
X Link 2021-10-11T16:08Z [----] followers, [--] engagements
"$ZIM executives should post a cash clock on their website similar to the national debt clock in NYC. Just so we know how stupid this is getting"
X Link 2021-12-28T18:40Z [----] followers, [--] engagements
"@caroljsroth Crane brothers on Frasier"
X Link 2022-01-29T17:39Z [----] followers, [--] engagements
"$SHOP operating cash flows of negative $54 million seems reasonable for $60 billion company. Probably just a one time thing"
X Link 2022-05-05T11:43Z [----] followers, [--] engagements
"did folks forget $APPS changed the way they are reporting revenue"
X Link 2022-05-31T20:07Z [----] followers, [--] engagements
"@dampedspring @Crussian17 Nonsense NVDA at 40x operating cash flow on single digit growth is always a generational buy opportunity"
X Link 2022-11-14T19:45Z [----] followers, [--] engagements
"$FMX - $7 billion cash $8 billion stake in KOF $3 billion +ebitda ex-KOF 10% growth No idea how low it will go but below $70 might just go all in"
X Link 2024-11-20T19:38Z [----] followers, [---] engagements
"Best day of my career portfolio wise"
X Link 2025-01-08T14:41Z [----] followers, [----] engagements
"$lesl guys I need at least 200% here"
X Link 2025-07-23T14:02Z [---] followers, [---] engagements
"$fmx this is actually shocking"
X Link 2025-09-19T19:33Z [---] followers, [---] engagements
"me not listening to my surgeon buddy who spends an ungodly amount on $figs scrubs was about as stupid as not listening the Fianc about aritzia"
X Link 2025-11-19T21:03Z [----] followers, [---] engagements
"not sure the $fmx accelerated buy back news is worth a 5% move. not an expensive stock by any means"
X Link 2025-12-02T16:05Z [---] followers, [---] engagements
"didn't realize $asic ran up so much end of year"
X Link 2025-12-31T14:37Z [----] followers, [---] engagements
"Will always be a bit amusing $tpl gets included in SPY [---] near 50x ebitda +"
X Link 2026-01-07T22:27Z [----] followers, [---] engagements
"decent premium on $wsm [----] January calls $300 almost pushing $10. $250 at $20 wouldn't mind being put short at either price"
X Link 2026-01-12T21:05Z [----] followers, [---] engagements
"$krus and $cbrl both on short list once over $1 billion mc"
X Link 2026-01-15T14:27Z [----] followers, [---] engagements
"$figs at $2 billion.unh"
X Link 2026-01-15T23:45Z [---] followers, [---] engagements
"shareholders vote should be required $qdel wrecked $bax wrecked"
X Link 2026-01-16T17:01Z [---] followers, [---] engagements
"didn't realize $unfi closed [--] cents over $35 on Friday ripped at the close had [--] calls expire quickly down 8k today was I was put long 6k shares at $35"
X Link 2026-01-20T18:48Z [---] followers, [---] engagements
"shorting some $b $nem $fcx calls"
X Link 2026-01-21T19:32Z [----] followers, [---] engagements
"$wsm short $215"
X Link 2026-01-21T19:41Z [----] followers, [---] engagements
"Me expecting $unfi to do anything:"
X Link 2026-01-22T16:45Z [----] followers, [----] engagements
"Still thinking about $PENN buying theScore for $2 billion during covid at 100x sales and the CEO making $65 million form stock awards $100 and now trades at $15. Dude still has a job"
X Link 2026-01-22T16:51Z [----] followers, [---] engagements
"Beloved compounder $ROP almost [--] years of nothing. Still better than my portfolio"
X Link 2026-01-22T17:02Z [----] followers, [----] engagements
"Wild number $cof"
X Link 2026-01-23T15:30Z [----] followers, [---] engagements
"$cof long $223.75"
X Link 2026-01-23T15:34Z [----] followers, [---] engagements
"covered today $wsm $wsm short $215 $wsm short $215"
X Link 2026-01-23T16:20Z [----] followers, [---] engagements
"nobody really talking about $gddy anymore. bloodbath there"
X Link 2026-01-23T19:07Z [----] followers, [---] engagements
"$pags finally becoming a productive member of the portfolio"
X Link 2026-01-27T14:40Z [---] followers, [---] engagements
"How many times we going to go through this $cart"
X Link 2026-01-27T15:04Z [----] followers, [---] engagements
"are we just not going to talk about $ROP"
X Link 2026-01-27T15:32Z [----] followers, [---] engagements
"Not hating those $tost $15 January puts at .5 to short. would put near $9 billion could do a lot worse valuation wise"
X Link 2026-01-27T19:25Z [---] followers, [---] engagements
"Why can' t executives ever just say "You know what. We won. 8% dividend is enough." Nothing good ever happens above. Just pay it out as a special if you must. $KNTK"
X Link 2026-01-27T19:39Z [---] followers, [---] engagements
"these defense stocks trading like our defense budget going to keep ripping 10% annually. $hii not exactly cheap here.premium on those September call a bit wild"
X Link 2026-01-27T20:42Z [---] followers, [---] engagements
"$cart interesting"
X Link 2026-01-27T20:50Z [----] followers, [---] engagements
"Why doesn't $crox dump hey dude for whatever they can get.doesn't seem worth the effort here"
X Link 2026-01-28T20:29Z [----] followers, [---] engagements
"$fourpa seems like a better option than $four here"
X Link 2026-01-29T18:47Z [----] followers, [---] engagements
"do like $bros $50 for a small trade if it gets there before earnings"
X Link 2026-01-30T16:00Z [----] followers, [---] engagements
"hoping to get $chwy $15's puts around $1 to short"
X Link 2026-01-30T18:49Z [---] followers, [---] engagements
"$dva should bode well-ish for $fms"
X Link 2026-02-02T21:28Z [----] followers, [---] engagements
"$dva short 135"
X Link 2026-02-03T14:41Z [---] followers, [---] engagements
"$cnk should have a decent quarter/guidance trimmed a bit $25 $CNK adding more $23.15 this is why the fiance couldn't buy nice things $CNK adding more $23.15 this is why the fiance couldn't buy nice things"
X Link 2026-02-03T15:52Z [---] followers, [---] engagements
"thought $dva being up 25% would nudge $fms a tad more clearly not. added more $lndxf$100"
X Link 2026-02-03T16:24Z [---] followers, [---] engagements
"@maldofino not sure maybe I missed something but assume trading with all other date conglomerates"
X Link 2026-02-03T16:33Z [---] followers, [--] engagements
"$chwy started shorting puts"
X Link 2026-02-03T17:02Z [---] followers, [---] engagements
"$tost every mom and pop restaurant going to buy their own PoS hardware then write their own code possible I guess. $fourpa pushing 10% soon.still think it's a better play down here if you like $four"
X Link 2026-02-03T18:30Z [----] followers, [---] engagements
"$tsm volatility kinda nuts for how stable earnings are"
X Link 2026-02-03T19:10Z [---] followers, [---] engagements
"Competing with private equity that own vet clinics should not be to difficult. Think $CHWY will crush here if they keep course"
X Link 2026-02-03T19:23Z [---] followers, [---] engagements
"$wsm short 215.5"
X Link 2026-02-03T19:45Z [----] followers, [---] engagements
"abnb/chwy/tost bought a fair bit here"
X Link 2026-02-03T20:35Z [----] followers, [---] engagements
"Bought a lot of $tost $27.5"
X Link 2026-02-04T15:05Z [----] followers, [---] engagements
"$spot long $451"
X Link 2026-02-04T15:09Z [----] followers, [---] engagements
"$fms seems undervalued relative to $dva here"
X Link 2026-02-04T15:26Z [----] followers, [---] engagements
"$mgm impressive"
X Link 2026-02-04T16:11Z [----] followers, [---] engagements
"looking decent. $wu bought [---] $wu $8-$10 vertical call spread at .63 for $6.3 k bought [---] $wu $8-$10 vertical call spread at .63 for $6.3 k"
X Link 2026-02-04T17:14Z [----] followers, [---] engagements
"$bros bought more $53.40"
X Link 2026-02-04T19:27Z [----] followers, [---] engagements
"really $wdfc"
X Link 2026-02-05T15:37Z [---] followers, [---] engagements
"$tw bodes well for $lndxf"
X Link 2026-02-05T15:58Z [----] followers, [---] engagements
"$Wu going to outlive $pypl Can't kill cockroaches"
X Link 2026-02-05T16:22Z [----] followers, [---] engagements
"bought [---] shares of BE into earnings [---] gambling. added more BROS coffee/sugar/coco all should be a nice tailwind eventually"
X Link 2026-02-05T16:26Z [---] followers, [---] engagements
"$dlaky not really trusting their [----] [-----] FCF forecast which would make this absurdly cheap but even if they are by 50% still cheap. willing to take a stab at current market cap + with Lufthansa Technik sub"
X Link 2026-02-05T17:35Z [---] followers, [---] engagements
"$lly long $1030.71"
X Link 2026-02-05T17:46Z [---] followers, [---] engagements
"Josh Brown made a good point with $pltr How big is their TAM with international governments if at all considering how embedded with US gov they are"
X Link 2026-02-05T20:16Z [---] followers, [---] engagements
"will continue shorting $chwy $15 January [----] getting close to $1 which would put near $5.8 billion would have close to 12-15% of mc in cash no debt and mid single digit ebitda. don't hate it"
X Link 2026-02-05T22:07Z [---] followers, [---] engagements
"Didn't $Joby say their fares would be priced at Uber black rates What happens when Waymo cuts that in half. That million $ plane is never paying for itself. going to such a niche market"
X Link 2026-02-05T23:55Z [----] followers, [---] engagements
"selling LLY [----] Portfolio is going to take a 1% on Amazon holdings. $lly long $1030.71 $lly long $1030.71"
X Link 2026-02-06T14:14Z [---] followers, [---] engagements
"fade the sh**-co pop"
X Link 2026-02-06T15:08Z [---] followers, [---] engagements
"this $meli dip because of $amzn"
X Link 2026-02-06T16:22Z [---] followers, [---] engagements
"Is there a reason $HD/ $LOW don't have a search kiosk at the entrance You can search for aisle/ bay on your phone but a little annoying. Do people buy more stuff if they are lost in those stores"
X Link 2026-02-06T17:30Z [----] followers, [---] engagements
"$krus about to a $1 billion market cap again.my man"
X Link 2026-02-06T17:48Z [----] followers, [---] engagements
"$tm doing everything right in the car sector it seems"
X Link 2026-02-06T19:00Z [----] followers, [---] engagements
"@taobanker Probably the case for most apps anyone can vibe code anything 99.99% of those won't go anywhere"
X Link 2026-02-07T16:17Z [----] followers, [---] engagements
"think there's a price where I'm willing to short $cat might be $1034"
X Link 2026-02-09T19:02Z [----] followers, [---] engagements
"lyft another 5k shares at $14.08"
X Link 2026-02-10T21:41Z [----] followers, [---] engagements
"@cleanmoney86 no one will an original argument here. I think lyft will be able to buy back all their shares by 2030"
X Link 2026-02-10T22:36Z [----] followers, [--] engagements
"Assuming this is an error cause bids not filling at $142.75 $agm still .account down a real $20kish if it's a mistake"
X Link 2026-01-09T01:08Z [----] followers, [---] engagements
"$aci quite the recovery. no trades there"
X Link 2026-01-14T15:26Z [----] followers, [---] engagements
"Assuming $unfi continues doing business with them most grocers do $20 million annually. Nice little tailwind. Amazon $AMZN has said it will open more than [---] new Whole Foods Market stores Amazon $AMZN has said it will open more than [---] new Whole Foods Market stores"
X Link 2026-01-27T20:54Z [----] followers, [---] engagements
"$EFX should up my credit score [--] point for every [--] shares I buy"
X Link 2026-02-03T16:01Z [----] followers, [---] engagements
"New girlfriend gives me shopping list. Last item: [--] bottles of burgundy wine. Spends $230. Drops off items. Get there later that night. Where's the wine I ask. Marinating in le creuset"
X Link 2026-02-03T20:10Z [----] followers, [---] engagements
"$meta long $671 $ttan long $65"
X Link 2026-02-04T15:13Z [----] followers, [---] engagements
"$sam good enough $230 rotating a bit into spot/tsm"
X Link 2026-02-04T17:02Z [----] followers, [---] engagements
"$oln short [----] $ce short 51.3"
X Link 2026-02-04T18:54Z [----] followers, [---] engagements
"$krus on the short watch $80"
X Link 2026-02-04T19:13Z [----] followers, [---] engagements
"probably dumb but $tost is 4.8% of the port here"
X Link 2026-02-04T20:05Z [----] followers, [---] engagements
"Probably the most insane chart out there. $krus"
X Link 2026-02-04T20:54Z [----] followers, [---] engagements
"$spot and $tost both 5%+ positions in the port"
X Link 2026-02-06T16:08Z [----] followers, [---] engagements
"$mcw would be interesting if they weren't so hellbent on new car wash expenditures"
X Link 2026-02-06T19:14Z [----] followers, [---] engagements
"Anyone following the Honest company. $HNST pushing what 1/3 market cap in cash no debt decent product reviews consumer staple working on a turnaround"
X Link 2026-02-08T19:32Z [----] followers, [---] engagements
"If $clf can't crush in this environment"
X Link 2026-02-09T14:36Z [----] followers, [---] engagements
"For everyone being so bullish international you'd think $abnb would catch more of a bid. 60% of revs are international with solid growth in Asia and SA. Think it works even with single digit growth in the NA. reasonable valuation"
X Link 2026-02-09T14:40Z [----] followers, [---] engagements
"$tost calls"
X Link 2026-02-09T20:55Z [----] followers, [---] engagements
"$lyft long $15"
X Link 2026-02-10T21:06Z [----] followers, [---] engagements
"$lyft long 14.5"
X Link 2026-02-10T21:07Z [----] followers, [---] engagements
"$lyft long 14.4"
X Link 2026-02-10T21:08Z [----] followers, [---] engagements
"loaded up $lyft here $14.5"
X Link 2026-02-10T21:09Z [----] followers, [---] engagements
"I will own the last $lyft share. Ditto with $svndy"
X Link 2026-02-10T21:48Z [----] followers, [---] engagements
"I swear man. Yeah sry margins might get hit by $10 million on $1 billion fcf base on a [---] billion market cap with growth all around. Let's take you down 20% on that"
X Link 2026-02-10T22:29Z [----] followers, [---] engagements
"$ari. @yenoms shaving off retirement one day at a time"
X Link 2026-01-29T20:59Z [----] followers, [---] engagements
"Convinced Lufthansa Technik might be worth close to $dlaky entire market if it were spun off. $adyey interest $14"
X Link 2026-01-30T14:51Z [----] followers, [---] engagements
"$IOT $15 [----] short puts $1.5 looking interesting . $2 would be nice"
X Link 2026-02-02T17:04Z [----] followers, [---] engagements
"started shorting $iot $15 January [----] puts at $1.5"
X Link 2026-02-03T16:22Z [----] followers, [---] engagements
"One down. let's go $spot $abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician. $abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician"
X Link 2026-02-10T14:34Z [----] followers, [---] engagements
"no longer in $sam but wild that nobody wanted then boom up 20% in one week on vibes"
X Link 2026-02-10T15:36Z [----] followers, [---] engagements
"If Tylenol causes autism why were they allowed to promote via a Super Bowl commercial"
X Link 2026-02-10T17:17Z [----] followers, [---] engagements
"so $mga would have been a good way to play waymo. still looks good"
X Link 2026-02-11T20:56Z [----] followers, [---] engagements
"$spot interesting"
X Link 2026-02-07T15:43Z [----] followers, [----] engagements
"what if $cart manages to grow revenues single digits to [----] and trades at 10%+ fcf yield until then with 20% of mc in cash"
X Link 2026-02-11T16:27Z [----] followers, [---] engagements
"throwing some $mcd bids at $310 you never know"
X Link 2026-02-11T21:34Z [----] followers, [---] engagements
"$hele has some pretty solid brands shame the company was run by fools"
X Link 2026-01-14T16:13Z [----] followers, [---] engagements
"$LDNXF adding $110 adieu buy orders [--] $iot lon 25.25"
X Link 2026-02-03T14:42Z [----] followers, [---] engagements
"meh f*** it $mat [-----] long"
X Link 2026-02-10T21:52Z [----] followers, [---] engagements
"what would $cflt be trading at if not for $ibm $15"
X Link 2026-02-11T19:25Z [----] followers, [---] engagements
"$abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician"
X Link 2026-02-09T16:49Z [----] followers, [---] engagements
"Wondering if it's worth taking a punt on $cflt puts $30 puts"
X Link 2026-02-12T16:31Z [----] followers, [---] engagements
"Not impossible but will be difficult to vibe code deposits"
X Link 2026-02-12T19:34Z [----] followers, [--] engagements
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