# ![@letushead Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4484365275.png) @letushead Metamorpheus

Metamorpheus posts on X about $pypl, $path, $four, $root the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::4484365275/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4484365275/c:line/m:interactions.svg)

- [--] Week [-----] -57%
- [--] Month [------] -46%
- [--] Months [------] +3,812%
- [--] Year [------] +883%

### Mentions: [--] [#](/creator/twitter::4484365275/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4484365275/c:line/m:posts_active.svg)

- [--] Week [--] -31%
- [--] Month [--] -15%
- [--] Months [---] +686%
- [--] Year [---] +354%

### Followers: [---] [#](/creator/twitter::4484365275/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4484365275/c:line/m:followers.svg)

- [--] Week [---] -0.18%
- [--] Month [---] +0.72%
- [--] Months [---] +5.50%
- [--] Year [---] +17%

### CreatorRank: [---------] [#](/creator/twitter::4484365275/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4484365275/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41% [finance](/list/finance)  37% [technology brands](/list/technology-brands)  21% [cryptocurrencies](/list/cryptocurrencies)  17% [countries](/list/countries)  3% [automotive brands](/list/automotive-brands)  3% [celebrities](/list/celebrities)  3%

**Social topic influence**
[$pypl](/topic/$pypl) 18%, [$path](/topic/$path) 11%, [$four](/topic/$four) #14, [$root](/topic/$root) 8%, [$odd](/topic/$odd) 6%, [inflation](/topic/inflation) 6%, [$ltpz](/topic/$ltpz) 6%, [in the](/topic/in-the) 5%, [$hsai](/topic/$hsai) 5%, [growth](/topic/growth) 5%

**Top accounts mentioned or mentioned by**
[@wearycenturion](/creator/undefined) [@dirtygreenpaper](/creator/undefined) [@theshortbear](/creator/undefined) [@sergeant991](/creator/undefined) [@jminvestment0](/creator/undefined) [@sundraftssger](/creator/undefined) [@jakemruth](/creator/undefined) [@citrini7](/creator/undefined) [@thenirals](/creator/undefined) [@valueinvest12](/creator/undefined) [@catalyst2thrive](/creator/undefined) [@bjmtweets](/creator/undefined) [@investingbygenz](/creator/undefined) [@bonkdacarnivore](/creator/undefined) [@jimsciutto](/creator/undefined) [@tomaas26](/creator/undefined) [@thelonginvest](/creator/undefined) [@georgedubs](/creator/undefined) [@nataninvesting](/creator/undefined) [@yagooker777](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [UiPath, Inc. (PATH)](/topic/$path) [4 (FOUR)](/topic/$four) [The Root Network (ROOT)](/topic/$root) [ODDITY Tech Ltd (ODD)](/topic/$odd) [HealthSci.AI (HSAI)](/topic/$hsai) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [MercadoLibre Inc (MELI)](/topic/$meli) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Sea Limited (SE)](/topic/$se) [ZetaChain (ZETA)](/topic/$zeta) [HP Inc (HPQ)](/topic/$hpq) [H&R Block, Inc. (HRB)](/topic/$hrb) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Progressive Corp (PGR)](/topic/$pgr) [Taiwan Semiconductor (TSM)](/topic/$tsm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Companies that I own more of than I would if I just looked at the numbers: $PATH $HSAI $INVZ Agentic AI + automation software and LIDAR are both things that can and likely will have 100x growth in demand in the next decade. All new cars having LIDAR is literally 100x demand"  
[X Link](https://x.com/letushead/status/1996403761707941992)  2025-12-04T02:18Z [---] followers, [----] engagements


"Portfolio top holdings update: 46% $PATH 30% $PYPL (increased size for earnings play) 18% $FOUR 12% $ROOT Many others under 5%: $ODD $TMDX $HIMS $MELI $SE etc Significant use of margin well over 100% long these names and a few others at 1% to 2%. I plan to add more $ROOT"  
[X Link](https://x.com/letushead/status/2018442585342345619)  2026-02-02T21:53Z [---] followers, [---] engagements


"@TheLongInvest Yes no need to sell unless one has an place for imminent better returns. I just looked at $HPQ stock. Similar valuations and 0% to single digit negative growth but stock was up 150% at one point and even here at a [--] year low is up 5% annualized since the CEO change in 2019"  
[X Link](https://x.com/letushead/status/2018689297755357633)  2026-02-03T14:13Z [---] followers, [---] engagements


"$PYPL look forward not backward. Look at $HPQ from [----] to [----] as an example (since that's the new CEO). Similar valuations and growth (none) at announcement of CEO change. Revenues and profits down over [--] years valuations even lower yet still 5% positive CAR. Buybacks work"  
[X Link](https://x.com/letushead/status/2018702446596354275)  2026-02-03T15:05Z [---] followers, [---] engagements


"$PYPL the day after: Q4 numbers weren't that bad Pulling guidance guiding -5% and unexpectedly replacing CEO was the rug pull Changing the growth to -1% and PE of [--] with buybacks makes it a coin flip if it beats cash Correct move is to sell and put into better opportunity"  
[X Link](https://x.com/letushead/status/2019038231535419686)  2026-02-04T13:20Z [---] followers, [---] engagements


"@George_Dubs_ @weary_centurion @dirtygreenpaper And he has led $HPQ to negative earnings growth. I agree it could be a gift to the CEO but again: [--]. The new CEO doesn't have a better track record [--]. Then company threw shareholders under the bus just to make the new CEO feel better Neither are valid reasons to own a low CAGR"  
[X Link](https://x.com/letushead/status/2019201962349326374)  2026-02-05T00:10Z [---] followers, [--] engagements


"@SunDraftssGer @dirtygreenpaper That's not what I said. I'm saying at best you'll get a single digit return on average annually as a shareholder with buybacks at this valuation level with negative income growth. That's far from the best place to put capital"  
[X Link](https://x.com/letushead/status/2019230007705407613)  2026-02-05T02:02Z [---] followers, [--] engagements


"@JakeMRuth Good point. I do notice small hotel with rooms listed on ABNB. It can be a bit chaotic in some places as like three different accounts list the same rooms often with no or lower average reviews which lowers my trust"  
[X Link](https://x.com/letushead/status/2019246083843715161)  2026-02-05T03:05Z [---] followers, [--] engagements


"@nataninvesting Growth has trended down for years it's still trending down they told you it's going negative. Don't be naive. There are companies out there ACTUALLY growing 17%+ now trading not quite as cheap but still under 10x. No need to invest in a "hope and fantasy" when others exist"  
[X Link](https://x.com/letushead/status/2019248578087039428)  2026-02-05T03:15Z [---] followers, [--] engagements


"@Yagooker777 @TheShortBear @TheDemocrats Yep. Be mad that the Bitcoin Strategic Reserve isn't buying. or that the Government is losing money on its holdings"  
[X Link](https://x.com/letushead/status/2019579239255719970)  2026-02-06T01:09Z [---] followers, [--] engagements


"@Citrini7 I'd love for someone with a brain like yours to tackle the paradox (or math equations) that address how a stable level of personal income mostly from jobs appears not optional for GDP and stock market growth. UBI and higher corporate taxes are self-defeating (deficits and deval"  
[X Link](https://x.com/letushead/status/2019770548968927378)  2026-02-06T13:49Z [---] followers, [--] engagements


"All the other dips in the graph were also recessions. We have recession levels of visitors. International travel to the US has plunged in the first year of Donald Trumps second term as the president has overseen a dramatic expansion of immigration enforcement mounting scrutiny at the border and global tariffs. https://t.co/KSyh6Bqg0R https://t.co/hNmXO8UM2n International travel to the US has plunged in the first year of Donald Trumps second term as the president has overseen a dramatic expansion of immigration enforcement mounting scrutiny at the border and global tariffs."  
[X Link](https://x.com/letushead/status/2019777940045594867)  2026-02-06T14:19Z [---] followers, [--] engagements


"@jakebrowatzke I admitted I bought $PYPL right before earnings and then sold at $42 because the change in guidance made the change in fwd CAGR much worse. I feel like it was a rug pull by management moreso than a personal error but still can learn from it"  
[X Link](https://x.com/letushead/status/2019781143457911178)  2026-02-06T14:32Z [---] followers, [---] engagements


"@AuditTheHerd On the investment side I'm with you in believing $PATH is still a fine place to be. I just think you underestimate the impact to the rest of the people (majority or population) with jobs who are no longer "valuable enough""  
[X Link](https://x.com/letushead/status/2019783182577484195)  2026-02-06T14:40Z [---] followers, [---] engagements


"@Sergeant991 @JM_Investment0 Yep I am always fascinated by posts like this because they almost never offer any concrete statement on exactly what constitutes a good place to buy. $PATH beats and stock momo good (not a good place) $PATH sells off 30% (not a good place) What exactly IS a good place to buy"  
[X Link](https://x.com/letushead/status/2019784033912094983)  2026-02-06T14:43Z [---] followers, [---] engagements


"@JM_Investment0 @Sergeant991 Thanks Did you previously buy Path when it was near $13 $14 and rising with seemingly sound technicals If not why If you did when did you sell"  
[X Link](https://x.com/letushead/status/2019840007150661666)  2026-02-06T18:25Z [---] followers, [--] engagements


"@LauraLoomer @NRSC Fact: an overt racist is in his inner adviser circle you. Someone bring him a list of overt racist statements by @LauraLoomer"  
[X Link](https://x.com/letushead/status/2020154802714403284)  2026-02-07T15:16Z [---] followers, [--] engagements


"@mattmfm Interesting but facts no longer matter. I say you just made that up and it's not true"  
[X Link](https://x.com/letushead/status/2020351487315161425)  2026-02-08T04:18Z [---] followers, [--] engagements


"@JeromeAdamsMD Kid Rock - American Idiot"  
[X Link](https://x.com/letushead/status/2020695163425939953)  2026-02-09T03:04Z [---] followers, [--] engagements


"@thenirals @dirtygreenpaper And if it's-4% or -6% -2% is a reasonable number for [--] years but that still a single digit annuallized return for shareholders at best with well timed buybacks. One can get stocks like $ROOT or $FOUR at similar FCF valuations which have growth likely to be 10% to 20%"  
[X Link](https://x.com/letushead/status/2019362100523712758)  2026-02-05T10:46Z [---] followers, [---] engagements


"Dear $PYPL bagholders You don't have to be stuck owning a company with negative growth just because it's "cheap" with a fwd PE of 7.6x. You could instead own a cheap company like $FOUR with 15% to 30% growth with just a slightly higher fwd PE of 9.6x"  
[X Link](https://x.com/letushead/status/2019396584392520067)  2026-02-05T13:03Z [---] followers, [---] engagements


"$PYPL fwd PE: [---] EPS growth estimate: 2% revenue growth estimate: 3% EBITDA growth estimate: -7% $FOUR fwd PE: [---] EPS growth estimate: 24% revenue growth estimate: 24% EBITDA growth estimate: 26% Compound that for a few years and then tell me which one is "cheap""  
[X Link](https://x.com/letushead/status/2019398573851570401)  2026-02-05T13:11Z [---] followers, [---] engagements


"I just convinced myself to buy more $FOUR with some of the funds from the $PYPL I sold. $PYPL fwd PE: [---] EPS growth estimate: 2% revenue growth estimate: 3% EBITDA growth estimate: -7% $FOUR fwd PE: [---] EPS growth estimate: 24% revenue growth estimate: 24% EBITDA growth estimate: 26% Compound that for a few years and then tell me which one is "cheap" $PYPL fwd PE: [---] EPS growth estimate: 2% revenue growth estimate: 3% EBITDA growth estimate: -7% $FOUR fwd PE: [---] EPS growth estimate: 24% revenue growth estimate: 24% EBITDA growth estimate: 26% Compound that for a few years and then tell me"  
[X Link](https://x.com/letushead/status/2019399217660236000)  2026-02-05T13:14Z [---] followers, [---] engagements


"$FOUR fwd PE: [---] EPS growth estimate: 24% revenue growth estimate: 24% EBITDA growth estimate: 26% Time to buy more. Time to also look at buying calls"  
[X Link](https://x.com/letushead/status/2019399708070813770)  2026-02-05T13:16Z [---] followers, [---] engagements


"I should also buy more $SE. It deserves at least a 5% position size now that is has become cheaper. Portfolio now approx: 50% $PATH 20% $FOUR 15% $ROOT 5% $ZETA 5% $ODD 3% $MELI 3% $TMDX 2% $SE $HIMS $HSAI $HIPO $HRB a few others Portfolio now approx: 50% $PATH 20% $FOUR 15% $ROOT 5% $ZETA 5% $ODD 3% $MELI 3% $TMDX 2% $SE $HIMS $HSAI $HIPO $HRB a few others"  
[X Link](https://x.com/letushead/status/2019412167045652564)  2026-02-05T14:05Z [---] followers, [---] engagements


"@value_invest12 I agree it's possible but you'll have to show me that data because I don't see it in the overall picture"  
[X Link](https://x.com/letushead/status/2019485679701340662)  2026-02-05T18:58Z [---] followers, [---] engagements


"@value_invest12 How are they different or better than HERS $WW still has a boatload of debt and negative FCF. They seem disadvantaged with historically poor execution"  
[X Link](https://x.com/letushead/status/2019487601703399593)  2026-02-05T19:05Z [---] followers, [---] engagements


"@bobspaysubstack Correct. It's not a zero. It may even make shareholders single digit annualized gains with buybacks but there's no good reason to own it over the other opportunities out there. If one wants a cheap payment company they can get $FOUR at 9.6x PE with 24% growth and good management"  
[X Link](https://x.com/letushead/status/2019520907308593264)  2026-02-05T21:17Z [---] followers, [---] engagements


"Saas sell-off thoughts: [--]. These companies have employees who make software [--]. The productivity of people making software is skyrocketing [--]. Software is growing pie not a fixed pie I see this playing out as good companies will increase rev and profit/employ such at $PLTR Buy"  
[X Link](https://x.com/letushead/status/2021273340632088633)  2026-02-10T17:21Z [---] followers, [--] engagements


"Said another way if the SaaS company mostly employs top software engineers who learn and innovate their company profits will increase. Buy. If their employees mostly sit around collecting legacy software payment checks they are going to be disrupted. Sell"  
[X Link](https://x.com/letushead/status/2021274990289502495)  2026-02-10T17:28Z [---] followers, [--] engagements


"$FOUR I expect new ATH ($128 +124% from $57.15 today) in the next two years Basic formula: $8 EPS x [--] PE = $128 Completely reasonable and in line with estimates trends and the new large acquisition to fuel global growth Of course rug pulls happen but this is the data"  
[X Link](https://x.com/letushead/status/2019483218081132584)  2026-02-05T18:48Z [---] followers, [----] engagements


"SaaS companies are overpriced at 10x FWD earnings and are going to be put out of business because of companies who lose $10 billion a year. 🤔 Okay then the hardware stocks should crash too bc that's clearly an unsustainable situation (less/not enough end consumer $$$ revenue)"  
[X Link](https://x.com/letushead/status/2022018751680721033)  2026-02-12T18:43Z [---] followers, [--] engagements


"Sold all my $PYPL in AM at $42. Put some of the money back to work with adds to $ROOT and $ZETA. Most of my $PYPL was with margin. I got rug pulled by the company and moving on. Mostly of the sale was to get my margin back to comfortable levels and have room to buy better things"  
[X Link](https://x.com/letushead/status/2019189985740800508)  2026-02-04T23:23Z [---] followers, [---] engagements


"Portfolio now approx: 50% $PATH 20% $FOUR 15% $ROOT 5% $ZETA 5% $ODD 3% $MELI 3% $TMDX 2% $SE $HIMS $HSAI $HIPO $HRB a few others"  
[X Link](https://x.com/letushead/status/2019189987640529071)  2026-02-04T23:23Z [---] followers, [---] engagements


"@Catalyst2Thrive @Brady_H @foundmyfitness Maybe I misread and inferred you were using your research and Ironman training history as part of generating your source of income. Nevertheless a bias to support your own history and personal path. I'm not saying that's not fine for some just not best for the typical person"  
[X Link](https://x.com/letushead/status/2022318252689412130)  2026-02-13T14:33Z [---] followers, [--] engagements


"@lanechanged Bad take. The two are not mutually exclusive. In fact the crucible and test could very well include "did you become the type of person who made things better on earth". If someone couldn't become a good person on earth making things better why would we want them in heaven"  
[X Link](https://x.com/letushead/status/2022076559042261154)  2026-02-12T22:33Z [---] followers, [---] engagements


"I don't own enough [----] Nat Gas contracts Data Centers now account for 7% of all US electricity demand https://t.co/5a7VgLn3Fb Data Centers now account for 7% of all US electricity demand https://t.co/5a7VgLn3Fb"  
[X Link](https://x.com/letushead/status/2022494800063103444)  2026-02-14T02:15Z [---] followers, [--] engagements


"I say 8%-20% because even with slightly eroding growth and margins (net income decline) buybacks alone will yield 8% at this valuation. Just maintaining net margins and revenue growth at 6% should yield 20% at this constant valuation. The 50%+ scenario is a valuation re-rating"  
[X Link](https://x.com/letushead/status/2008929757396672883)  2026-01-07T15:52Z [---] followers, [--] engagements


"This $PYPL long term bottom trend line is at an annual slope of 6.65% which is in line with the worst case scenario being that margins decline slightly revenue growth declines to 2% and net income is flat to slightly down making buybacks the only driver of EPS growth"  
[X Link](https://x.com/letushead/status/2008931203152216533)  2026-01-07T15:58Z [---] followers, [---] engagements


"It's been a good start of the year and Q4 last year having more the 50% of one's portfolio in $PATH Been adding to PATH prior to the midcap inclusion announcement: 57% $PATH 5% $PYPL 9% $ROOT 6% $MELI 0% $PLMR 1% $PGR 15% $FOUR 1% $HIPO 5% $ZETA 6% $ODD 2% $JD 2% $TSM 3% $TMDX 2% $INVZ 2% $HSAI 3% $HIMS 2% $SE 1% $HRB 120% leverage. Took PLMR profits +PATH +FOUR -PYPL Been adding to PATH prior to the midcap inclusion announcement: 57% $PATH 5% $PYPL 9% $ROOT 6% $MELI 0% $PLMR 1% $PGR 15% $FOUR 1% $HIPO 5% $ZETA 6% $ODD 2% $JD 2% $TSM 3% $TMDX 2% $INVZ 2% $HSAI 3% $HIMS 2% $SE 1% $HRB 120%"  
[X Link](https://x.com/letushead/status/2008933578650923147)  2026-01-07T16:07Z [---] followers, [---] engagements


"@weary_centurion I have 5% position and $ODD has been creeping up to the top of my list of best expected returns. That said I have very little understanding of the company and products. I am purely looking at past performance and trajectories of numbers Any good articles or discussions on this"  
[X Link](https://x.com/letushead/status/2009052040811696288)  2026-01-07T23:58Z [---] followers, [---] engagements


"@natalie_Zion_ @hissgoescobra That's the frame he is drawing. This is the frame of the first shot. His feet are now clearly to the side"  
[X Link](https://x.com/letushead/status/2009145205849772466)  2026-01-08T06:08Z [---] followers, [---] engagements


"@chrisjollyhale CORRECTION: Fake Christians. Anyone who shares a heart with Christ would never justify men harassing a woman and then shooting her when she panics and tries to get away"  
[X Link](https://x.com/letushead/status/2009158784971653595)  2026-01-08T07:02Z [---] followers, [--] engagements


"@JoshEakle To be clear I support abolishing this version of ICE and anyone hired after Jan [----]. I support a version with unmasked non-lethally armed officers only delivering court summons and partnering with local police if they feel too weak to do that task without a gun"  
[X Link](https://x.com/letushead/status/2009293882492588436)  2026-01-08T15:59Z [---] followers, [--] engagements


"@jared_shult I was hoping for an answer to the question😞 but well said. Thank you"  
[X Link](https://x.com/letushead/status/2009317596685103380)  2026-01-08T17:33Z [---] followers, [--] engagements


"@BAblsage @Bubblebathgirl @ScooterCasterNY Who's Paul You mean "Bubble Bath Girl""  
[X Link](https://x.com/letushead/status/2009365695826387265)  2026-01-08T20:44Z [---] followers, [--] engagements


"@BraddrofliT CORRECTION: Tyrants demand that. Society demands common moral decency and civility from armed agents"  
[X Link](https://x.com/letushead/status/2009641804849877053)  2026-01-09T15:01Z [---] followers, [--] engagements


"@bjmtweets @weary_centurion Thanks I will probably dump my $ODD and move it into $ROOT. Either has similar higher expected returns just based on the numbers so might as well avoid a potential scammer"  
[X Link](https://x.com/letushead/status/2009743162693042636)  2026-01-09T21:44Z [---] followers, [---] engagements


"@vinniemau5 @ryangrim @RonFilipkowski $50m at least. Three children and inflation. $10m a piece plus some extra for rising costs"  
[X Link](https://x.com/letushead/status/2009772121736540205)  2026-01-09T23:39Z [---] followers, [--] engagements


"@GenghisMFKhan The shooter was too busy with his cell phone to notice"  
[X Link](https://x.com/letushead/status/2009786029935604013)  2026-01-10T00:35Z [---] followers, [--] engagements


"@investingbyGenZ All that is good except they fail to understand how stocks and the law work in [----]. They could put themselves in a position to benefit immensely from a higher stock price then absolutely RIP IT higher by using debt to BuyBack whenever BB yield loan rate"  
[X Link](https://x.com/letushead/status/2009995497310958085)  2026-01-10T14:27Z [---] followers, [---] engagements


"@TheTNHoller Everyone going to the World Cup should bring a US flag and hold it upside down if proper justice isn't enacted by then"  
[X Link](https://x.com/letushead/status/2009999026553532883)  2026-01-10T14:41Z [---] followers, [--] engagements


"@Ashton_1nvests .when you start checking stock quotes on Saturday to see if $PYPL is down again today"  
[X Link](https://x.com/letushead/status/2010001076087652857)  2026-01-10T14:49Z [---] followers, [--] engagements


"@ArtTakingBack_ Was Jonathan Ross suicidal"  
[X Link](https://x.com/letushead/status/2010002050613145910)  2026-01-10T14:53Z [---] followers, [--] engagements


"@investingbyGenZ Correction: when buyback yield is greater than the loan rate obviously"  
[X Link](https://x.com/letushead/status/2010080151925862468)  2026-01-10T20:03Z [---] followers, [--] engagements


"@Daractenus CORRECTION: only when it's controlled by Democrats or going to verify the election of a Democrat will you get a pardon"  
[X Link](https://x.com/letushead/status/2010098341724729501)  2026-01-10T21:16Z [---] followers, [---] engagements


"@Stormyseas77508 @kingjamsx @Kaos_Vs_Control They aren't going to shoot him. Have some common sense and stop replying with bad faith arguments"  
[X Link](https://x.com/letushead/status/2010404321251205448)  2026-01-11T17:31Z [---] followers, [--] engagements


"@Citrini7 Higher rates now means too restrictive into a slowdown or recession necessitating lower rates later"  
[X Link](https://x.com/letushead/status/2010539859065045423)  2026-01-12T02:30Z [---] followers, [--] engagements


"@Th3Claude @amyklobuchar 99%+ people here already agrees that murder was bad. no one is defending it. You have to have more energy when the President and 20%+ of people in America (I won't call them Americans) are defending murder and massive violations of Constitutional rights"  
[X Link](https://x.com/letushead/status/2010547130910298546)  2026-01-12T02:59Z [---] followers, [--] engagements


"@BonkDaCarnivore The Nazis started out by doing stuff like this too"  
[X Link](https://x.com/letushead/status/2010882705374773735)  2026-01-13T01:12Z [---] followers, [----] engagements


"@investwithalec @DividendDynasty I've done that on cheap stocks before but usually in hindsight I wish I would have bought calls instead especially when implied vol is low. What your best case scenario annualized return with these"  
[X Link](https://x.com/letushead/status/2010883872095969299)  2026-01-13T01:17Z [---] followers, [--] engagements


"@heardthisb4 @BonkDaCarnivore Not at all. Only when they roam around defying the Constitution and harming citizens and their commanders don't hold them accountable for their violations. Try arguing in good faith next time"  
[X Link](https://x.com/letushead/status/2011081938875138335)  2026-01-13T14:24Z [---] followers, [---] engagements


"@TomD80106675 @jimsciutto And she was terrified of driving away because they just shot a woman in the face for driving away. This is simpler than checkers to understand"  
[X Link](https://x.com/letushead/status/2011266929517117908)  2026-01-14T02:39Z [---] followers, [--] engagements


"@monkeymind11 @jimsciutto Correction: Disgusting 1/3 of the country that supports this. They are the minority (and unAmerican). THEY should leave"  
[X Link](https://x.com/letushead/status/2011267349077512611)  2026-01-14T02:41Z [---] followers, [--] engagements


"@TheJFreakinC Well good thing the ICE agents identifies are clear so they can legally be held to account for their violations"  
[X Link](https://x.com/letushead/status/2011430148722032817)  2026-01-14T13:28Z [---] followers, [--] engagements


"Administration lying again to cover-up previous lies. You don't suffer internal bleeding from a car moving [--] mph. unless you are conflating a "minor bruise" as "internal bleeding". Bullshit Internal bleeding against a non-pinned moving armored individual would require the blunt hood of a car going at 35+ mph. Renee was driving a Honda Pilot. It averages 3.54.0 m/s in a 0-60 run. At [--] ft away from the officer it would reach [---] mph MAX. Even at Bullshit Internal bleeding against a non-pinned moving armored individual would require the blunt hood of a car going at 35+ mph. Renee was driving a"  
[X Link](https://x.com/letushead/status/2011517009000120827)  2026-01-14T19:13Z [---] followers, [--] engagements


"@adamscochran Minor bruises are now "internal bleeding""  
[X Link](https://x.com/letushead/status/2011517220300730773)  2026-01-14T19:14Z [---] followers, [--] engagements


"@SarahLongwell25 It's pretty clear that white people in MN are experiencing a privilege nonwhites are negatively affected stolen land is a fact. and not one says "hate America". Elon is a snowflake incapable of perceiving opposing views as anything other than a personal attack (aka hate)"  
[X Link](https://x.com/letushead/status/2011620708926046602)  2026-01-15T02:05Z [---] followers, [--] engagements


"@TheAdamOfApples @TheWapplehouse How is that relevant Kamala wouldn't have thousands of masked goons shooting beating people and breaking citizens Constitutional rights with Presidential immunity"  
[X Link](https://x.com/letushead/status/2012697594263187545)  2026-01-18T01:24Z [---] followers, [---] engagements


"MAGA: Global Warming is a hoax Also MAGA: We need to own Greenland because of Global Warming"  
[X Link](https://x.com/letushead/status/2012953284592431229)  2026-01-18T18:20Z [---] followers, [--] engagements


"@TPMLLCUSA @RpsAgainstTrump It needs answers regardless. Clearly he had no intention of pulling and using it to create "maximum damage" or however the lies gnomes phrased it or he would have before he had been blinded by pepper spray"  
[X Link](https://x.com/letushead/status/2015286912064364705)  2026-01-25T04:53Z [---] followers, [---] engagements


"@covie_93 Correction: Fake Christians"  
[X Link](https://x.com/letushead/status/2015547200143532094)  2026-01-25T22:07Z [---] followers, [--] engagements


"On second thought TIPS are even more compelling at these real yields. Unless inflation averages 2% or lower TIPS will beat UST bonds in total return at these current yield levels. Bonus asymmetry of inflation likely being 3% versus 1%. $LTPZ [--] yr TIPS $STIP [--] yr TIPS $TLT getting compelling as a long at this level $TLT getting compelling as a long at this level"  
[X Link](https://x.com/letushead/status/1688908172596318209)  2023-08-08T13:41Z [---] followers, [---] engagements


"@paulb792 Insurance companies target date funds retail Boomers with millions in wealth where an effortless 4.5% yield for the remainder of their life is attractive. $LTPZ TIPS would also be attractive if one was concerned about higher average inflation levels"  
[X Link](https://x.com/letushead/status/1688909743245717504)  2023-08-08T13:47Z [---] followers, [--] engagements


"Napkin bond investment math: If you think inflation will average 2.6% over the next [--] years buy $LTPZ If you think 2.6% buy $TLT Did I do this right"  
[X Link](https://x.com/letushead/status/1691457954464292864)  2023-08-15T14:32Z [---] followers, [---] engagements


"After reviewing the returns for $STIP the numbers just don't seem to add up even when accounting for dividends and changes in real yields over time. I'm still skeptical that one collects inflation plus the real yield"  
[X Link](https://x.com/letushead/status/1693266466248790244)  2023-08-20T14:19Z [---] followers, [--] engagements


"On the other hand when review returns of $LTPZ it seems to more accurately return inflation plus the real yield at the time during periods of unchanging real yields"  
[X Link](https://x.com/letushead/status/1693271937143709832)  2023-08-20T14:41Z [---] followers, [---] engagements


"Here's the deal. Get paid 4.5%+ annually to wait for a payout of 20%+ sometime within three years. Good deal I think so and have shifted most of my cash out of Tbills and into $TLT $VGLT $LTPZ Hedge funds are net short bonds. Is it time to buy Not necessarily Is it time to open your mind to the possibility of buying History suggests Yes @sentimentrader https://t.co/3RBCSlH5IU Hedge funds are net short bonds. Is it time to buy Not necessarily Is it time to open your mind to the possibility of buying History suggests Yes @sentimentrader https://t.co/3RBCSlH5IU"  
[X Link](https://x.com/letushead/status/1707117577963536830)  2023-09-27T19:38Z [---] followers, [----] engagements


"@Brixton771 @concodanomics @LynAldenContact $LTPZ seems to be the ETF that does best. There are others but when I calculated their past returns they underperformed what I expected although it could have been bad data or a charting error"  
[X Link](https://x.com/letushead/status/1718515513159286808)  2023-10-29T06:30Z [---] followers, [---] engagements


"@JoshuaClaybourn @GreenPlusAnE Sure right. 🙄 That's why Zuck and a dozen other [--] year olds are multi-billionaires. There is plenty of capitalism it's just tilted towards the cream of the crop. Of course there is some socialism too and Trump is turning it more towards managed and socialist/fascist"  
[X Link](https://x.com/letushead/status/1987178622168260677)  2025-11-08T15:21Z [---] followers, [---] engagements


"$HSAI under the radar stock down -50%. One-time share dilution. Profitable LIDAR company growing probably 40%-50% annually for the next decade trading at [--] NTM EV/E. Maybe stock dilution was one-time and mgmt won't repeat (mistake) or maybe it's a chinese fraud"  
[X Link](https://x.com/letushead/status/1991888397426921483)  2025-11-21T15:16Z [---] followers, [---] engagements


"@lundeen_ne [--]. Has already been done many times. Renaissance. Peter lynch Druck [--]. Duration. Buffett was basically at index fund performance levels after [----]. So he had [--] decent years then proved he was a dinosaur incapable of learning new things. Hardly a role model"  
[X Link](https://x.com/letushead/status/2000683865531179380)  2025-12-15T21:46Z [---] followers, [--] engagements


"Point on the graph where Elon went full Maga. I can see a future where shareholders sue him. $TSLA didn't end Model S and X manufacturing because they needed to make room for Optimus. They did because the units were selling terribly. https://t.co/pUcC2hw1Ym $TSLA didn't end Model S and X manufacturing because they needed to make room for Optimus. They did because the units were selling terribly. https://t.co/pUcC2hw1Ym"  
[X Link](https://x.com/letushead/status/2017221213429363077)  2026-01-30T12:59Z [---] followers, [--] engagements


"Maybe we need to throw "Jonah" Jake off the boat so that his daily margin call storms stop affecting the rest of us (less greedy) $PATH holders 😂 His forced selling of at least 560k shares so far is not helping This week my personal theme has been fighting my own perfectionism and eating humble pie. Investing has a large margin of error. For example if $PATH is supposed to 9x and $DUOL should 8x over [--] years any number of miscalculations across future margins revenue growth or https://t.co/86PmNDcDuc This week my personal theme has been fighting my own perfectionism and eating humble pie."  
[X Link](https://x.com/letushead/status/2017265865964531849)  2026-01-30T15:57Z [---] followers, [---] engagements


"Point on the graph where Elon went full Maga (and made apparent nazi salutes). I can see a future where shareholders sue him. $TSLA didn't end Model S and X manufacturing because they needed to make room for Optimus. They did because the units were selling terribly. https://t.co/pUcC2hw1Ym $TSLA didn't end Model S and X manufacturing because they needed to make room for Optimus. They did because the units were selling terribly. https://t.co/pUcC2hw1Ym"  
[X Link](https://x.com/letushead/status/2017269163375407482)  2026-01-30T16:10Z [---] followers, [--] engagements


"@JM_Investment0 $PATH does buybacks around $12. That's THE support level"  
[X Link](https://x.com/letushead/status/2017308551455064255)  2026-01-30T18:46Z [---] followers, [---] engagements


"@bjmtweets @weary_centurion Okay so the total is roughly 2% of customers post negative reviews on TP (assuming customer # is higher now than [----] and that one week was similar to an average week) That does seem high"  
[X Link](https://x.com/letushead/status/2009742200872063310)  2026-01-09T21:40Z [---] followers, [--] engagements


"Doubled my $ROOT position today 12% of portfolio. Would buy more but not much else in the portfolio I want to sell at these prices🤷♂"  
[X Link](https://x.com/letushead/status/2017290456573354327)  2026-01-30T17:34Z [---] followers, [---] engagements


"Buying back some of the $PYPL I sold at $62 here at $53 before earnings. Roughly doubling size to 10% of portfolio from 5%. It's just too cheap. I believe there's more asymmetric upside than downside considering how much stock they could buy back using earnings"  
[X Link](https://x.com/letushead/status/2018363792791421282)  2026-02-02T16:40Z [---] followers, [---] engagements


"Taking some anger out on the buy button. $PYPL tripled my position size today to 16% before earnings. I'd buy more if the others things I owned weren't also at stupid cheap valuations. Buying back some of the $PYPL I sold at $62 here at $53 before earnings. Roughly doubling size to 10% of portfolio from 5%. It's just too cheap. I believe there's more asymmetric upside than downside considering how much stock they could buy back using earnings. Buying back some of the $PYPL I sold at $62 here at $53 before earnings. Roughly doubling size to 10% of portfolio from 5%. It's just too cheap. I"  
[X Link](https://x.com/letushead/status/2018419323333722152)  2026-02-02T20:20Z [---] followers, [---] engagements


"$PYPL has never been cheaper The only situation that would justify a historically stable company with no net debt trading at 8.8x FCF 6.9x EBITDA and 9.4x Earnings is if their profits and revenues were declining at a rate of negative -10% .(they are growing between 3% and 8%)"  
[X Link](https://x.com/letushead/status/2018421650983616830)  2026-02-02T20:29Z [---] followers, [---] engagements


"$PYPL could double and just be back at a fair value relative to the market in general: 17.6x FCF 13.8x EBITDA 18.8x Earnings Growth from 3% to 8% no net debt. $PYPL has never been cheaper The only situation that would justify a historically stable company with no net debt trading at 8.8x FCF 6.9x EBITDA and 9.4x Earnings is if their profits and revenues were declining at a rate of negative -10% .(they are growing between 3% and 8%) https://t.co/4jUKDXiaRo $PYPL has never been cheaper The only situation that would justify a historically stable company with no net debt trading at 8.8x FCF 6.9x"  
[X Link](https://x.com/letushead/status/2018422577513766931)  2026-02-02T20:33Z [---] followers, [---] engagements


"Sextupled (6x) my $PYPL position size to 30% today at the close (from 5%). It's just too damn cheap not to get this back up to near the max size I would hold even if that meant pushing my margin use higher than I want. YOLO. Buybacks to resume soon which should be supportive. $PYPL has never been cheaper The only situation that would justify a historically stable company with no net debt trading at 8.8x FCF 6.9x EBITDA and 9.4x Earnings is if their profits and revenues were declining at a rate of negative -10% .(they are growing between 3% and 8%) https://t.co/4jUKDXiaRo $PYPL has never been"  
[X Link](https://x.com/letushead/status/2018430495944507550)  2026-02-02T21:05Z [---] followers, [---] engagements


"Maybe this ($PLTR earnings) helps put a bottom in for $PATH. Could help squash bearish narratives $PLTR with a beat on both top and bottom. Rule of [--] score of [---]. Wow. $PLTR with a beat on both top and bottom. Rule of [--] score of [---]. Wow"  
[X Link](https://x.com/letushead/status/2018441287213404291)  2026-02-02T21:47Z [---] followers, [---] engagements


"$PLTR up 7% $PATH down again 5%. I just can't win with stocks it seems. Maybe this ($PLTR earnings) helps put a bottom in for $PATH. Could help squash bearish narratives Maybe this ($PLTR earnings) helps put a bottom in for $PATH. Could help squash bearish narratives"  
[X Link](https://x.com/letushead/status/2018697623700410684)  2026-02-03T14:46Z [---] followers, [---] engagements


"This is not saying $PYPL is a buy just to say it's not the end of the world for a company to have modestly negative growth if the valuation is already cheap enough. When buybacks have a higher yield than the rate of decline in profits it's still a positive gain for shareholders"  
[X Link](https://x.com/letushead/status/2018702449104548314)  2026-02-03T15:05Z [---] followers, [---] engagements


"@ZeeContrarian1 "wait for recovery. Miss the first 15% and buy strength" Not a very concrete statement and one that could easily be interpreted to buying $PYPL at $70 $77 and $85 (purple blue green dots) 12-18 months ago. around the worst prices to have bought the last [--] years"  
[X Link](https://x.com/letushead/status/2018784756922810414)  2026-02-03T20:32Z [---] followers, [---] engagements


"@Dirty_Moses @infraa_ @TheShortBear Double douche because he's lying: No chance this port is up 34% let alone 340% YTD"  
[X Link](https://x.com/letushead/status/2019193729240949058)  2026-02-04T23:37Z [---] followers, [--] engagements


"@tomaas26 @TheShortBear You gotta own something and yes the market is often wrong. $META at $90 and [---] other things since then. If you actually believe in the accuracy of the weighing machine just buy an index fund and get off fintwit. but you don't right"  
[X Link](https://x.com/letushead/status/2019195232404078962)  2026-02-04T23:43Z [---] followers, [--] engagements


"@JakeMRuth Good moat good company and I am a big user. I can imagine a future in which Booking decides to get involved. I've seen and booked some mom and pop Airbnb type listings on Booking and I personally would like a site in which I can search all hotels and "airbnbs" on the same page"  
[X Link](https://x.com/letushead/status/2019228110831645120)  2026-02-05T01:54Z [---] followers, [--] engagements

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