# ![@marketswithmay Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1608598477809786881.png) @marketswithmay MarketswithMay

MarketswithMay posts on X about this is, in the, $sofi, $amc the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1608598477809786881/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:interactions.svg)

- [--] Week [---------] +1,988%
- [--] Month [---------] +5,165%
- [--] Months [---------] +210%
- [--] Year [---------] +23%

### Mentions: [--] [#](/creator/twitter::1608598477809786881/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:posts_active.svg)

- [--] Week [--] +210%
- [--] Month [---] +18%
- [--] Months [---] -13%
- [--] Year [-----] -37%

### Followers: [-----] [#](/creator/twitter::1608598477809786881/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:followers.svg)

- [--] Week [-----] -0.10%
- [--] Month [-----] +1%
- [--] Months [-----] +4%
- [--] Year [-----] +15%

### CreatorRank: [-------] [#](/creator/twitter::1608598477809786881/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  28.44% [finance](/list/finance)  21.1% [countries](/list/countries)  9.17% [technology brands](/list/technology-brands)  4.59% [cryptocurrencies](/list/cryptocurrencies)  2.75% [financial services](/list/financial-services)  2.75% [celebrities](/list/celebrities)  1.83% [exchanges](/list/exchanges)  1.83% [social networks](/list/social-networks)  1.83% [travel destinations](/list/travel-destinations)  0.92%

**Social topic influence**
[this is](/topic/this-is) 15.6%, [in the](/topic/in-the) 12.84%, [$sofi](/topic/$sofi) #66, [$amc](/topic/$amc) 10.09%, [amc](/topic/amc) 9.17%, [if you](/topic/if-you) 8.26%, [money](/topic/money) 7.34%, [debt](/topic/debt) #1300, [can you](/topic/can-you) 4.59%, [countries](/topic/countries) #2659

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@blue1trades](/creator/undefined) [@pea26855103easy](/creator/undefined) [@tkelley17895](/creator/undefined) [@mandomm](/creator/undefined) [@trivnewengland](/creator/undefined) [@stockmeetups](/creator/undefined) [@nataninvesting](/creator/undefined) [@ruchernchong](/creator/undefined) [@zapatasmom](/creator/undefined) [@buildwithbob](/creator/undefined) [@petebuttigieg](/creator/undefined) [@naikaknight](/creator/undefined) [@olenarohoza](/creator/undefined) [@winnerinvestor](/creator/undefined) [@barackobama](/creator/undefined) [@maverick10715](/creator/undefined) [@averagedipbuyer](/creator/undefined) [@fundstrat](/creator/undefined) [@sofioutsider](/creator/undefined)

**Top assets mentioned**
[RAI Finance (SOFI)](/topic/$sofi) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [GammaSwap (GS)](/topic/$gs) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [ApeCoin (APE)](/topic/$ape) [Mario Coin (COIN)](/topic/$coin) [Ethereum (ETH)](/topic/$eth) [Msci Inc (MSCI)](/topic/$msci) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Healthpeak (DOC)](/topic/$doc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I totally agree and I think these posts are important in a world where we are being sold the end-of-days narrative by so many and in so many ways. Im LONG everything. - America will fix its problems - no war with China - wars in Europe and the Middle East end - we will solve housing - we will solve addiction - we will fix social security and the debt problem - California will wake up and get out of its own way - we Im LONG everything. - America will fix its problems - no war with China - wars in Europe and the Middle East end - we will solve housing - we will solve addiction - we will fix"  
[X Link](https://x.com/marketswithmay/status/2023042457051775440)  2026-02-15T14:31Z [----] followers, [---] engagements


"You seem angry at the US trying to protect its own border. May I ask why would people want to come here It tends to be the case that you have lower immigration rates and very little to no illegal immigration in nations that are well-run. For example there are no illegal immigrants of Singapore that the US is after. Have you incorporated any of that into your argument It seems that if you did you'd need to recognize the righteousness and goodness of the Governments you're defending against a desire for their citizens to come here illegally no Help me understand your full logic"  
[X Link](https://x.com/marketswithmay/status/2023040402895278097)  2026-02-15T14:23Z [----] followers, [----] engagements


"$SOFI $BNMR $HOOD. Some thoughts I like this post as a summary from @AverageDipBuyer TLDR: My reaction on how I am thinking about the implications. Mr Beast's new venture. Also I think folks might be misunderstanding what @fundstrat is saying. A few things: 1) Competitor Since I'm long $SOFI and $HOOD I do not agree with those that believe what Tom is saying is that $SOFI and $HOOD are in any way a competing at this point. They just aren't. The biz are still too different. ❌ 2) Wealth Building to date I don't think he's saying that $SOFI $HOOD are the cause of wealth. While that's somewhat"  
[X Link](https://x.com/marketswithmay/status/2023060836856582470)  2026-02-15T15:44Z [----] followers, [----] engagements


"I just like this. And also it sadly means that Chamath will be allowed to say whatever he wants b/c he doesn't really register on Warrens "give a f's" meter. So much to be learned and admired about Warren. Buffett Chamath Not particularly close either. Buffett Chamath Not particularly close either"  
[X Link](https://x.com/marketswithmay/status/2023097257231548530)  2026-02-15T18:09Z [----] followers, [---] engagements


"$AMC & HY debt folks. To get a sense for how little bankruptcy risk remains in $AMC I'm going to post for the next [--] days what eTrade gives me on trade history. Note how big the volume is. This is institutional buying telling you that there is very little bankruptcy risk remaining and that it makes sense to take the risk on a 10% yield. These are the [----] Subordinated Bonds. I bought them at [--] which would have been around 28% ytm. While these are still rated CCC- they are already trading above the single B-rated spread (12%) on their way to being priced in the market at BB (7%). You can"  
[X Link](https://x.com/marketswithmay/status/1815721790859096338)  2024-07-23T12:13Z [----] followers, 24.5K engagements


"$AMC here's the subdebt vs where I purchased them. I'm including my $AMC Shares as well since I have a couple of trolls who always post how much they are down or suggest I am not long the stock. HOW ARE YOU UP ON ALL THESE POSITIONS Timing is everything. As you guys know I rolled out of the $APE shares into the debt and then I stated I would support $AMC via the sub-debt. Because I wanted to be allowed to vote i went LONG $AMC but most of my purchases are clearly when the stock dipped below $4. Before that period I used options strategies that were long $AMC short volatility. WHAT DO YOU PLAN"  
[X Link](https://x.com/marketswithmay/status/1816070719635161579)  2024-07-24T11:19Z [----] followers, [----] engagements


"I'm going to have to eat Crow on $SOFI. I didn't think they had a shot at making their $25 target to get their second bonus for execs but if it keeps up like this maybe you do have a shot. My bad. Consider this an official apology/crow eating"  
[X Link](https://x.com/anyuser/status/1859632432795787632)  2024-11-21T16:18Z [----] followers, [----] engagements


"$SOFI. Going into the $MSCI Series of indices. This means it will go in all the $MSCI series for which it qualiifies. This is great as a lot of institutional money follows the $MSCI series for benchmarking and will either need to buy this or be underweight. It also likely implies the stock will finally get better coverage than a few very vocal small brokers that don't usually make the prime time list for research coverage. https://www.reuters.com/business/finance/msci-announces-changes-equity-indexes-2025-08-07/"  
[X Link](https://x.com/marketswithmay/status/1953787345339142270)  2025-08-08T11:56Z [----] followers, 12.9K engagements


"$SOFI. Oh. look at that haters. SOFI pay is about sending money internationally to support the eventual roll out in [----] of stablecoin. Wait. who was it in the $SOFI community that made it crystal clear that what was required was to build out Int'l in order to make Stablecoin really be meaningfully relevant Anyone want to apologize No"  
[X Link](https://x.com/marketswithmay/status/1983144652732579916)  2025-10-28T12:11Z [----] followers, [----] engagements


"A lot of dumber algos tend to pull data a particular way that ignores 1x charges. that's one of a few reasons it might have set off a particular type of action. It's always hard to know b/c the short interest on this puts it in the same range as meme stocks with no actual growth or financials to speak of. I mean 10% short interest is stupid for a stock that is not only having zero financial troubles but is likely going to continue to grow no matter what macro environment and has now fully grown into it's multiple I mean even if someone wanted to buy $SOFI you'd have to pay more than what it's"  
[X Link](https://x.com/marketswithmay/status/2017280023841968344)  2026-01-30T16:53Z [----] followers, 43.5K engagements


"$SOFI. just in case someone else actually can confirm this rumor is true. Always hard to know. It's also possible that the way $GS sorted out the management share sales during the holidays was via the derivative markets and there is some related knock on effect for however they did it. Happy to entertain these thoughts. But plz. don't tell me the quarter is bad. It feels like Gas-lighting and I find that traumatic. @SoFi_Outsider_ @jimbob653 @SoFi @Futurenvesting @Tim_Sweeney_TAR @FunOfInvesting @_Krossroads @Couch_Investor Ok. If they dilute it should already be in the marketplace. If you"  
[X Link](https://x.com/marketswithmay/status/2017285450239750358)  2026-01-30T17:15Z [----] followers, [----] engagements


"$SOFI. If I'm calcing this correctly (will try to find my note) this is the lower bound of the structure $GS made for the management collars that were done in December Can someone confirm. I'm traveling a bit too much to have the time I usually have to investigate. Holy shit Somebody just bought [--] million $SoFi shares https://t.co/kMnWo0oLXK Holy shit Somebody just bought [--] million $SoFi shares https://t.co/kMnWo0oLXK"  
[X Link](https://x.com/marketswithmay/status/2018771110897086893)  2026-02-03T19:38Z [----] followers, [----] engagements


"@nataninvesting ok. i'll have a listen later and comment. Still not in this one"  
[X Link](https://x.com/marketswithmay/status/2018771364170301741)  2026-02-03T19:39Z [----] followers, [----] engagements


"$PYPL . Down 22% since reporting on Feb [--] & the board is forcing yet another management change. Rev +4% Net Inc +38% Was it a bad Quarter No. It wasnt. But relative to what the board wanted this wasnt quick enough. TBH its been a minute since Ive been watching $PYPL properly. Why is the Stock Down My first thought within minutes of this call: This sounds like the follow-up result to some nasty internal politics thats hard to read the tea leaves on. I mean Wow Within minutes I was googling what happened to the former CEO who I discovered was forced to step down. Hence that is why this stock is"  
[X Link](https://x.com/marketswithmay/status/2021601808431419637)  2026-02-11T15:06Z [----] followers, [----] engagements


"@grok @Blue_1Trades I was commenting on the original structure and why it was done that way. but cool"  
[X Link](https://x.com/marketswithmay/status/2021606867672133648)  2026-02-11T15:26Z [----] followers, [--] engagements


"@grok @Blue_1Trades Given that the OG spac increased market valued and allowed for growth in a massive way since it was done in [----] in what way do you feel it raised issues @grok"  
[X Link](https://x.com/marketswithmay/status/2021607593035153528)  2026-02-11T15:29Z [----] followers, [--] engagements


"@grok @Blue_1Trades You literally just repeated what you wrote with no consideration for what I wrote on valuation changes growth (aka that new capital available to shareholders etc). But whatevs. Thx for helping me better understand the limitations of AI. Cool"  
[X Link](https://x.com/marketswithmay/status/2021608360840204387)  2026-02-11T15:32Z [----] followers, [--] engagements


"Uhm. close but no. At this point I'm just trying to let @blue_1trades get the actual info he needs to better assess fundamentals vs trading dynamics. @Grok. I think you're failing to understand why ROTCE (return on tangible common equity) is the major metric for banks vs P/E or P/BV. Similarly you're missing that BV or TBV is just Assets - Liabilities (minus intangibles). In otherwords it is the Equity or Tangible Common equity. if you add this back into your understanding I think you'll be able to better understand where I'm coming from. https://twitter.com/i/web/status/2021609866779840860"  
[X Link](https://x.com/marketswithmay/status/2021609866779840860)  2026-02-11T15:38Z [----] followers, [--] engagements


"$SOFI. very close @Grok. but you've failed to close the loop on the OP's claim that the [----] spac raise was dilutive or otherwise harmful to investors. If a) The Spac convert was $2.4b and b) this was the result (aka $4b increase in Book Value) AND c) the metric that actually matters for a bank is book value b/c d) it is the major real metric that tells what "inventory" a bank has to play with to make money for investors Then please revisit your suggesting that: Investors were somehow harmed or otherwise put out or should be concerned by the dilution created by the convertible capital raise"  
[X Link](https://x.com/marketswithmay/status/2021611854796140686)  2026-02-11T15:46Z [----] followers, [----] engagements


"@mayukh_panja Do we have to express ourselves this way"  
[X Link](https://x.com/marketswithmay/status/2021616383390323028)  2026-02-11T16:04Z [----] followers, [---] engagements


"Can you clarify what you mean by cyclical I think possibly what you mean is that they are beholden to funding cycles. But this is less a cyclical thing and more a rates/political climate thing no So for example if you have high volatility it can come from anything and drive trading volumes. is that how you mean https://twitter.com/i/web/status/2021706251529605249 https://twitter.com/i/web/status/2021706251529605249"  
[X Link](https://x.com/marketswithmay/status/2021706251529605249)  2026-02-11T22:01Z [----] followers, [---] engagements


"I'm fwding b/c it's facts. I know this means folks lost jobs & that sucks. I hope we lower rates & invigorate capital availability to help biz create jobs & return these folks to the private markets which tend to pay better. This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S"  
[X Link](https://x.com/marketswithmay/status/2021710669381283944)  2026-02-11T22:19Z [----] followers, [---] engagements


"I like $DOC though it has not performed as I wanted it too. It's a healthcare REIT with a fair amount of hospital tenants. This is not the most understood and many would say this format of real estate is out of vogue. That said the bankruptcy laws support hospital REITs even more so than other forms of real estate. https://twitter.com/i/web/status/2021933750519533802 https://twitter.com/i/web/status/2021933750519533802"  
[X Link](https://x.com/marketswithmay/status/2021933750519533802)  2026-02-12T13:05Z [----] followers, [---] engagements


"There are zero barriers. But there is a whole lot of fake news. Also you're making pretty big assumptions. Look at this face. That is my actual face though I don't age the same as others physcially. Do you think my parents were born US citizens and came to this country wealthy or something Do you think I've never had to do my fair share of time making sure documents were in order to understand precisely what it is all these folks on the internet that have never done that are talking about The fact I have done nearly all of these documents is what makes all of this so darn offensive including"  
[X Link](https://x.com/marketswithmay/status/2021946002282848553)  2026-02-12T13:54Z [----] followers, [--] engagements


"You are using a generalized stat for all of the United States for a related question. I am telling you a condition. Also you're ignoring the fact that with Bayes theorum aka the SSN implies someone had to have filed proof of citizenship the whole equation goes to 100% or very close to it"  
[X Link](https://x.com/marketswithmay/status/2021951109107995078)  2026-02-12T14:14Z [----] followers, [--] engagements


"I agree with the sentiment of what you're saying though I have nothing negative to say about any of these regions countries etc. And I'm super cool with the idea I'm too dumb to understand what is met by ignoring all nuance of these nations their resources histories etc and just saying China is the next US. Maybe I am dumb. That's cool. More to learn every day. https://twitter.com/i/web/status/2021980374545448976 https://twitter.com/i/web/status/2021980374545448976"  
[X Link](https://x.com/marketswithmay/status/2021980374545448976)  2026-02-12T16:11Z [----] followers, [--] engagements


"@TKelley17895 So if a child is born in the US and has to pay the hospital bill which includes a birth certificate (which they now have) you're contention is the use of that birth certificate some [--] years later constitutes a poll tax. Ok. Interesting argument"  
[X Link](https://x.com/marketswithmay/status/2021993580475380188)  2026-02-12T17:03Z [----] followers, [--] engagements


"@DonGreco21 @zapatas_mom I could name many countries that are more ghetto than the United States. That is my point. Far more ghetto. It's just an ignorant comment. I take nothing away from the Chinese in their development. But the clickbait is not necessarily"  
[X Link](https://x.com/marketswithmay/status/2022400179459285069)  2026-02-13T19:59Z [----] followers, [--] engagements


"@LibOrNormal My thoughts are this is the surest way to have [--] more Red state years"  
[X Link](https://x.com/marketswithmay/status/2022406803921965285)  2026-02-13T20:25Z [----] followers, [----] engagements


"Earnings season. Already setting in strong. I appreciate my followers. Plz comment what you'd like me to cover. S&P [---] names only as you know that's my jam. I listen/review 80% but only post on 150-200. This is how I decide. Obvi I will cover $SOFI"  
[X Link](https://x.com/anyuser/status/1980710649509405093)  2025-10-21T18:59Z [----] followers, [----] engagements


"@grok @Blue_1Trades Hey @Grok. that's the general definition. i think this guy cares on the specific preferred shares he believes that management got for $SOFI"  
[X Link](https://x.com/marketswithmay/status/2021606444265517502)  2026-02-11T15:25Z [----] followers, [---] engagements


"This is one opinion. An alternative is that if you are going to rely less on int'l trade you'll want to spur domestic demand. Housing is about 16% of the econ in an environment where you've pinched off access to capital. Hence in order to reclaim our econ from a mostly trade deficit lower rates. But whatev's. It's convenient to pretend there's only [--] way to think about it. For those who are new to economics Trump wouldnt be advocating for lower interest rates if we truly had a strong economy. They need lower rates because the national debt is unsustainable Congress refuses to cut spending in"  
[X Link](https://x.com/marketswithmay/status/2021614399908175917)  2026-02-11T15:56Z [----] followers, [----] engagements


"I'll be on X less in [----]. Too much of X for me is: 1) argument for the sake of argument 2) individuals vetting b/c their real life is very frustrating 3) Individuals who haven't learned how to have healthy discourse with each other. That wears on the soul"  
[X Link](https://x.com/marketswithmay/status/2021616095799677350)  2026-02-11T16:03Z [----] followers, [----] engagements


"$HOOD. down 8%. TBH I get that there was a higher expectation. Not sure why but this wasn't such a bad Q. Rev + 52% Adj EBITDA + 76% Adj Earnings + 18-ish% Earnings not helpful b/c of a huge benefit from taxes last year. Again we like EBITDA numbers when you've got this kinda speedy growth b/c for a non-bank financial it gives you a sense for how cash flows are changing. In this regard that's pretty solid growth. Ya'll know I am not a huge fan of $HOOD's management and my reasons for being here are b/c I think Kenny G will get paid in full and then some similar to when he bailed out eTrade"  
[X Link](https://x.com/marketswithmay/status/2021700115111522473)  2026-02-11T21:37Z [----] followers, [----] engagements


"There's [--] Asian lady FinXer that might have been talking about this more than a year ago. hmmm. who could that be. If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7 If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7"  
[X Link](https://x.com/marketswithmay/status/2021930932639514708)  2026-02-12T12:54Z [----] followers, [---] engagements


"@zapatas_mom Poor and ghetto. You might say that if you've literally only visited [--] countries on this earth. Thx"  
[X Link](https://x.com/marketswithmay/status/2021933970368475313)  2026-02-12T13:06Z [----] followers, [---] engagements


"I don't know why this Voter ID thing is so one-sided. Democrats. You should have nothing to fear in making sure the administrative component of the United States is completed by all US citizens. But imagine though. If you're suggesting Americans cannot identify themselves properly then shouldn't you also be concerned that Americans are not paying taxes properly either (aka funding the state) Last I checked your Social Security Number requires a birth certificate and similar documentation to what it is you are so worked up about. If you don't have a proper Social then it is also the case that"  
[X Link](https://x.com/marketswithmay/status/2021941397008363821)  2026-02-12T13:36Z [----] followers, [----] engagements


"The data scientist in me is getting genuinely triggered by the bad stats being thrown around so let me just spell this out. It is NOT 10% of voters will be disenfranchised unless you are ALSO saying that 10% of voters have never paid taxes never been a secondary filer on a return and dont have a Social Security number. If you have an SSN you can retrieve your birth certificate through your states Vital Records department. Plz. Stop repeating this as it's so obviously fake that it hurts my head"  
[X Link](https://x.com/marketswithmay/status/2021944657442185719)  2026-02-12T13:49Z [----] followers, [---] engagements


"Here's the issue. Most of X is men. So when you pretend you have any clue about what a lady uses the marriage certificate for in the case of a name change and what that implies to proof of ID you just end up sounding dumb"  
[X Link](https://x.com/marketswithmay/status/2021953336766009736)  2026-02-12T14:23Z [----] followers, [---] engagements


"Ok. @elonmusk . you gotta do something b/c Grok is spitting out nonsense in its logic flow. Can you reattach Grok to some engine that can do math Don't have your AI be a part of the the bad logic that is being spread around. @CommunityNotes see entire thread where @Grok is refusing to do the actual math and just keeps preferencing the brennan study using the mean. At this point it's just bad Data Science. @marketswithmay @buildwithbob @KeenanPeachy @CommunityNotes Fees for birth certificates vary by stateaverages $20-60 per [----] TrustedCare data not uniformly $10 (e.g. CA $31). Barriers"  
[X Link](https://x.com/marketswithmay/status/2021956098685591748)  2026-02-12T14:34Z [----] followers, [---] engagements


"Thank you. as a fellow woman I'm tired of the implication we're too stupid to take care of documentation that is needed not just for voting but a host of other things (a mortgage getting a bank account etc). For anyone whos scared they wont be able to vote in the midterms if the SAVE ACT is passed: Go to Vital Records dot org find your state and apply for a certified copy of your birth certificate. Problem solved. If youre a MARRIED/DIVORCED woman whos lost their For anyone whos scared they wont be able to vote in the midterms if the SAVE ACT is passed: Go to Vital Records dot org find your"  
[X Link](https://x.com/marketswithmay/status/2021956604841914661)  2026-02-12T14:36Z [----] followers, [---] engagements


"A professional Data Scientist Critique of the Stats being used to suggest there is some prohibition to voting due to legislation passed: TLDR: In short the survey findings reflect document availability and administrative record updates not evidence that large numbers of women or citizens generally are prohibited from voting. First here is the research link: The report does not state that 1012% of Americans do not have a birth certificate. The survey question asked whether the document was readily available meaning whether respondents could easily pull it out the next day. That is very"  
[X Link](https://x.com/marketswithmay/status/2021963309495341197)  2026-02-12T15:03Z [----] followers, [----] engagements


"Guys guys. on the issue of citizenship and how it hurts immigrants. The study actually showed pretty cleanly that Naturalized citizens (aka LEGAL immigrants like my parents) are more likely to have this documentation. My guess: B/c every country folks immigrate from require this documentation be available easily. See footnote [--]. Can we at least have a normal conversation folks Again if you just want non-US citizens to vote in elections just say it. Some states allow it in state elections. There's no need to manipulate stats to talk about it; and on behalf of everyone in my professional field"  
[X Link](https://x.com/marketswithmay/status/2021970150958797037)  2026-02-12T15:30Z [----] followers, [----] engagements


"Question to the democrats: Let's say you're a lady who can't find your marriage certificate. You make more than your husband and you're tired of his cr*p. Does that mean you don't need to divorce him b/c that record doesn't exist No. too close to home"  
[X Link](https://x.com/marketswithmay/status/2021996970693603494)  2026-02-12T17:16Z [----] followers, [---] engagements


"Not to be mean or anything but an admin that let oil hit $120 and stay in the high $80s for most of their term thereby funding the powder kegs of the Ukraine War and whatever you want to call whats going on in the Middle East right now should probably just sit this one out. After all the EIA was founded in the late 1970s to make sure we were never beholden to manipulation by foreign powers through our energy needs. Just saying its not quite as straightforward as were painting it and certainly correcting the mission creep of the EIA should be one of the least controversial things. It could use"  
[X Link](https://x.com/marketswithmay/status/2022423495087423496)  2026-02-13T21:31Z [----] followers, [---] engagements


"I agree with this guy on how to properly infer this. #studentloans The reality is many of these defaults existed in 2020the late payments were then removed and a 4+ year payment stoppage was placed. These record defaults offer zero insight into the state of the economy as a result. I do wish some system existed where colleges shared in The reality is many of these defaults existed in 2020the late payments were then removed and a 4+ year payment stoppage was placed. These record defaults offer zero insight into the state of the economy as a result. I do wish some system existed where colleges"  
[X Link](https://x.com/marketswithmay/status/2022742505423265903)  2026-02-14T18:39Z [----] followers, [---] engagements


"@PeteButtigieg There is a way for you to be pro-firefighters and teachers without being hateful toward wealthy people just because they are wealthy. One makes you a problem solver and a statesman. The other makes you a communist. Just saying"  
[X Link](https://x.com/marketswithmay/status/2022745730230940142)  2026-02-14T18:52Z [----] followers, [---] engagements


"This is how I'm feeling today. @PeteButtigieg There is a way for you to be pro-firefighters and teachers without being hateful toward wealthy people just because they are wealthy. One makes you a problem solver and a statesman. The other makes you a communist. Just saying. @PeteButtigieg There is a way for you to be pro-firefighters and teachers without being hateful toward wealthy people just because they are wealthy. One makes you a problem solver and a statesman. The other makes you a communist. Just saying"  
[X Link](https://x.com/marketswithmay/status/2022745831053648258)  2026-02-14T18:52Z [----] followers, [---] engagements


"Democrats. I say this with ❤ & a desire for better candidates. RE: Your recent approach to point at the rich as the problem. Those of us allienated last election we don't think the rich are the problem. We think you are. Also a lot of you are rich. It's a bad strategy"  
[X Link](https://x.com/marketswithmay/status/2022751385876299994)  2026-02-14T19:14Z [----] followers, [---] engagements


"Just FYI. when they bought it $ATVI was 1/3rd it's book value b/c of the lawsuit. It's large cap and that is crazy rare. Maybe Bill is on their board. But it's doubtful given how the entirety of the trade played out. I was in $ATVi so I know this one cold. Try a different example please. Nothing happened Not sure why the internet has decided to attack a man in his 90s but this isn't the way. https://twitter.com/i/web/status/2022758349717037077 https://twitter.com/i/web/status/2022758349717037077"  
[X Link](https://x.com/marketswithmay/status/2022758349717037077)  2026-02-14T19:42Z [----] followers, [---] engagements


"I wonder if this metric includes Congressman/women. I mean at $175k I get why they do other things to beef up their net worth to over $1mm. Time are tough. Oh my bad. that's not what this is about. The number of Americans working two full-time jobs has never been higher: The number of multiple jobholders working primary and secondary full-time jobs is up to [------] the 2nd-highest on record. This is only below the all-time high of [------] seen in December [----]. The https://t.co/4MCJxZN8JQ The number of Americans working two full-time jobs has never been higher: The number of multiple jobholders"  
[X Link](https://x.com/marketswithmay/status/2022759832088977822)  2026-02-14T19:48Z [----] followers, [---] engagements


"Thanks for the attempt to offer help. It's very kind. This will be my 5th and the reason I need to renew it is lack of pages vs [--] year mark. Re-reading I can see the potential confusion for those new to my threads not realizing I'm a long time digital nomad. My comment was that the Passport office has no issue making sure I'm a citizen but much of what the controvery is with SAVE has to do with the idea that this would be a new requirement for the bulk of DMV's. If it's truly an infrastructure issue then in fairness this might be an area where duplication is unnecessary. Not sure how"  
[X Link](https://x.com/marketswithmay/status/2023026560614207708)  2026-02-15T13:28Z [----] followers, [--] engagements


"The SAVE Act raises some genuinely interesting questions from a data-science and systems-design perspective. TLDR: Is there a way to streamline this (Save taxpayer money) and keep of State and Federal offices separate as per the Constitution. The DMV is a state-based agency. The SAVE framework is federal and the relevant verification database would almost certainly sit within the U.S. Department of Homeland Security. That creates an immediate interoperability question. The DMV processes voter registrations at the state level and already interfaces with DHS systems in certain contexts for"  
[X Link](https://x.com/marketswithmay/status/2023031594919821537)  2026-02-15T13:48Z [----] followers, [---] engagements


"@Naikaknight @OlenaRohoza Remittances Not sure I follow"  
[X Link](https://x.com/marketswithmay/status/2023083393093713978)  2026-02-15T17:14Z [----] followers, [--] engagements


"Kinda sounds like this is a confusion on the rights of a citizen vs. a noncitizen. Noncitizens - even folks with greencards are allowed to be questioned and must produce ID upon request to law enforcement. It said that in the past on documents for friends but I suspect you likely need a link. Here you go: https://www.law.cornell.edu/uscode/text/8/1357utm_source=chatgpt.com https://www.law.cornell.edu/uscode/text/8/1357utm_source=chatgpt.com"  
[X Link](https://x.com/marketswithmay/status/2023084629092073902)  2026-02-15T17:18Z [----] followers, [--] engagements


"Really I don't recall seeing crowds regularly attacking police officers. It kinda seems like that's massively increased. Was it very common for folks to organize against the police to insight violence towards them Seemed like in the past activism was largely passive and respectful. And when you say killing innocent people which people are you referring to were innocent https://twitter.com/i/web/status/2023086206968332722 https://twitter.com/i/web/status/2023086206968332722"  
[X Link](https://x.com/marketswithmay/status/2023086206968332722)  2026-02-15T17:25Z [----] followers, [--] engagements


"Ah. That's likely true of a portion of folks. For the rest I don't totally understand it. There are many options besides the US. Most of Europe Canada and many other countries all offer pathways that are much easier to citizenship if the issue is "instability" in their home country. Asia has been very stable and offers a variety of possible pathways at a significantly lower cost of living as well. And especially if one starts to do well financially here wouldn't it make more sense to just leave to a more long-term safe and stable circumstance that also has a lower cost of living"  
[X Link](https://x.com/marketswithmay/status/2023090523972554773)  2026-02-15T17:42Z [----] followers, [--] engagements


"I'm not. I'm helping stating the truth as has been the case since the rest of my family became citizens in the 1990s. I live in NYC and I'm crazy smart so a lot of my H1B friends had me help them study for the citizenship exam. It's not an easy thing to become a citizen let alone get a green card. It's been very interesting for me - a nomad who is hypersensitive to following the visa entry laws of every country - to see how much misinfo there is and how upset folks are. https://twitter.com/i/web/status/2023093275737858076 https://twitter.com/i/web/status/2023093275737858076"  
[X Link](https://x.com/marketswithmay/status/2023093275737858076)  2026-02-15T17:53Z [----] followers, [--] engagements


"Ok. how can you not think this is funny as relates to the SAVE act. And also to any woman who finds the SAVE Act difficult to comply with it kinda sounds like there are loads of women who might be happy to help you out. Maybe post on X or other social media so we can just get it all sorted. There's no reason why there has to be yet another gov agency to help people fill out the forms online to get whatever replacement docs you need. Who knows. You might make a friend. So proud of myself Even though Im a married woman I was able to produce a photo ID to buy box of Sudafed."  
[X Link](https://x.com/marketswithmay/status/2023105629108269305)  2026-02-15T18:42Z [----] followers, [---] engagements


"Of course. Many times. Mexico City is one of my favorite cities. Great restaurants. Amazing history. Incredible culture and the restaurants are making the World's Best list on the regular. People are crazy talented there. TBH not sure why you'd want to leave so badly given there are definitely opportunities particularly for dual language speakers. But the instability between our nations had me go to Spain instead last month. I don't go where it's dangerous for me to be as an American"  
[X Link](https://x.com/marketswithmay/status/2023106837353038214)  2026-02-15T18:47Z [----] followers, [--] engagements


"I want to say this to all women out there but especially the young women. If youre alone thats fine. If you feel like you need to justify it thats on you figure out why you care so much what other people think. You can blame specific men for specific actions. But you should never blame the entire gender. Words that brand all men as a single broken group are harmful and false. They are not a monolith. Many are just as lonely as you just as uncertain just as hopeless about being single. And all this nonsense about Divine Feminine female power and what a man is or isnt doing in relation to it"  
[X Link](https://x.com/marketswithmay/status/2022414188274987086)  2026-02-13T20:54Z [----] followers, [---] engagements


"@democrats_eu @HillaryClinton It's a rough time right now for Democrats in America to call the kettle black when saying things like: Live without impunity. Your timing might be off on this post. Just saying. It's ok to lay low for awhile"  
[X Link](https://x.com/marketswithmay/status/2023038100344344793)  2026-02-15T14:14Z [----] followers, [----] engagements


"@leevalueroach Usually love your posts. On this one fyi.Wharton MBA's work in ultra high net worth shops. If you're letting them manage your money it's b/c you want access to the IPOs that $GS and $MS offer. Maybe it's the other non- top [--] MBAs you're thinking of"  
[X Link](https://x.com/marketswithmay/status/2023039477049110570)  2026-02-15T14:19Z [----] followers, [----] engagements


"Everyone that is so fired up to the point of anger and wanting to harm ICE agents below is my simple question. @OlenaRohoza You seem angry at the US trying to protect its own border. May I ask why would people want to come here It tends to be the case that you have lower immigration rates and very little to no illegal immigration in nations that are well-run. For example there are no illegal @OlenaRohoza You seem angry at the US trying to protect its own border. May I ask why would people want to come here It tends to be the case that you have lower immigration rates and very little to no"  
[X Link](https://x.com/marketswithmay/status/2023040821965230392)  2026-02-15T14:24Z [----] followers, [---] engagements


"Wow. Thats interesting. No poll worker. Who set up the box for you to drop it off Just fyi absentee ballots are largely mailed into the state election board. To get the absentee ballot you have to register and present your social (us citizen) plus another proof of residency like a drivers license. The system then locks out the ability for a second ballot to be sent. This assures no duplication. But doesnt assure youre alive (except to the extent the second form of ID has an expiry date). Possibly your state has some very unique process https://twitter.com/i/web/status/2023433510459945050"  
[X Link](https://x.com/marketswithmay/status/2023433510459945050)  2026-02-16T16:25Z [----] followers, [--] engagements


"One interesting solution might be to merge the Passport & DMV state offices. There might be a way to consolidate at lower overall costs. You might still charge folks for that part of the book other countries need to stamp. IDK. spitballing since sfolks are so upset. also I have to renew my passport soon"  
[X Link](https://x.com/marketswithmay/status/2022749447537426848)  2026-02-14T19:07Z [----] followers, [---] engagements


"I'm not sure what you mean. The Obama admin did do precisely that. It simply wasn't put in the press b/c they simply didn't have an organized groups of thugs doxing the families of ICE agencies chasing them in cars to run themover or otherwise harming these folks. I think you have to separate ICE trying to bring illegals into detention from a lady running over a federal officer and getting shot because of it no They did however have deplorable conditions that were corrected by this administration. I think this might be what you're missing:"  
[X Link](https://x.com/marketswithmay/status/2023061488924066224)  2026-02-15T15:47Z [----] followers, [--] engagements


"@WifeFinance Wow. Rough day I would mention I have several female friends who went to Cornell's School of Hotel Management which is the top global school in the world for real estate. I went to a different Ivy but in fairness in that field no one even comes close to competing"  
[X Link](https://x.com/marketswithmay/status/2023099229703487922)  2026-02-15T18:16Z [----] followers, [----] engagements


"Nice summary. Household debt and credit report was just updated: [--]. Credit card debt grew to $1.28 trillion. Considering 51% of US households do not carry a credit card balance this means the other 49% are carrying an average balance of about $17000. Yikes. [--]. Credit card debt https://t.co/H3U3zpaPQW Household debt and credit report was just updated: [--]. Credit card debt grew to $1.28 trillion. Considering 51% of US households do not carry a credit card balance this means the other 49% are carrying an average balance of about $17000. Yikes. [--]. Credit card debt https://t.co/H3U3zpaPQW"  
[X Link](https://x.com/marketswithmay/status/2022002787182403913)  2026-02-12T17:40Z [----] followers, [---] engagements


"To the environmentalists once and for all: I will always call out the Global Warming CO crowd b/c I genuinely believe their fuzzy logic and bad arguments are hurting society and even their own cause. For the changes such folks claim to want theres no reason to wrap your logic in end of days rhetoric. Doing so tends to miss the real problems & practical solutions and flawed approaches often create bigger problems than they solve. Also it just allienates people that might otherwise try to help you. For example: Fossil fuels CO end of the world Nope. Thats an oversimplified illogical chain and"  
[X Link](https://x.com/marketswithmay/status/2022732719701033137)  2026-02-14T18:00Z [----] followers, [---] engagements


"Kinda cool if youre looking to relocate. https://www.makemymove.com/get-paid/morest=IN&utm_source=facebook&utm_medium=cpc&utm_campaign=Acquisition+-+Partners%7CNate+Spangle%7CIndy+Muncie+Spencer&utm_id=120240842205080287&utm_content=120240842205080287&utm_term=120231427213350287&fbclid=PAdGRleAP--gdleHRuA2FlbQEwAGFkaWQBqy5otMyxn3NydGMGYXBwX2lkDzEyNDAyNDU3NDI4NzQxNAABpxFC-jVlkZf17H1T1m72bI9f-BoEJCkGIhQVKvvjMmnOWsgq6_lycH4uZ8L3_aem_jHzvKI2gUZzyVcuwH-e1zw"  
[X Link](https://x.com/marketswithmay/status/2023113669517676919)  2026-02-15T19:14Z [----] followers, [---] engagements


"Interesting. My understanding is that all of them have to do a semester working in the hotel on campus. At least thats what my three friends who graduated told me. They had some pretty great advice for me on different practices for prepping my apartment vibes to be more hotel like. Look. If you dont know its ok to sit out commenting on a thread. https://twitter.com/i/web/status/2023436078863012246 https://twitter.com/i/web/status/2023436078863012246"  
[X Link](https://x.com/marketswithmay/status/2023436078863012246)  2026-02-16T16:35Z [----] followers, [--] engagements


"Given that there have been several weeks to several months of advance notice @FINRA please note that the shareholders of $APE $AMC will be filing complaints if brokers at large are unable to process the transaction correctly. Specifically we will be citing the mission statement on your organization's website which sites your mandate by Congress as follows: "FINRA is authorized by Congress to protect Americas investors by making sure the broker-dealer industry operates fairly and honestly. We oversee more than [------] brokers across the countryand analyze billions of daily market events." There"  
[X Link](https://x.com/marketswithmay/status/1649424500776218632)  2023-04-21T14:47Z [----] followers, 29.1K engagements


"@InternetH0F But do you respect him for owning it"  
[X Link](https://x.com/marketswithmay/status/1659577995097456641)  2023-05-19T15:13Z [----] followers, 212.3K engagements


"Seriously @bloomberg Do you even fact-check Absolutely ridiculous @CEOAdam . can you ask them to retract this nonsense @Mike_S_Leonard wrote: Most of the amateur investors have indicated theyre against the agreement although a majority of the relatively small number voting on the original conversion plan approved it in March before the settlement. Did you even bother to look at the voting results or did you just take a poll and send it to the short sellers. https://news.bloomberglaw.com/business-and-practice/amc-judge-upholds-trading-ban-for-investors-who-view-court-files"  
[X Link](https://x.com/marketswithmay/status/1663077218212356100)  2023-05-29T06:58Z [----] followers, 17.9K engagements


"@StonksBatman @SECGov I call BS. Just look at the private equity firms that invested in $COIN. Citadel is a big nothing vs some of those firms and how they've made their money playing hot potato and pumping up valuation in the private markets to dump it on investors in the public ones"  
[X Link](https://x.com/marketswithmay/status/1666090036998336517)  2023-06-06T14:29Z [----] followers, [---] engagements


"14/x pg. [--] #75-77 describes clearly what the issue is with the manner in which clearing and execution functions need to be separated. This is more clearly described than in the $COIN lawsuit. Here is the text:"  
[X Link](https://x.com/marketswithmay/status/1666875025297637390)  2023-06-08T18:29Z [----] followers, 20K engagements


"Must say I'm shocked that my favorite $AMC folks found Allegheny's tiny holding size but missed the legal fee. $20m legal fee for [--] mo of work. $AMC trying to get it lower. Clear yet who the trolls work for Link (starts Pg [--] of pdf): https://s25.q4cdn.com/472643608/files/doc_downloads/shareholder-meeting/2023/06/Letter-from-VC-Zurn-re-Pre-Hearing-Questions.pdf https://s25.q4cdn.com/472643608/files/doc_downloads/shareholder-meeting/2023/06/Letter-from-VC-Zurn-re-Pre-Hearing-Questions.pdf"  
[X Link](https://x.com/marketswithmay/status/1672343576452186115)  2023-06-23T20:39Z [----] followers, 56.2K engagements


"@unusual_whales As a trained data scientist this survey is endemic of poor data work. The wording of the question itself has bias suggesting that student loans SHOULD be forgiven & primes the person asked to blame someone. This is a big no-no for real data practitioners"  
[X Link](https://x.com/marketswithmay/status/1686751157069213696)  2023-08-02T14:49Z [----] followers, [----] engagements


"Is it just me or does this give you an idea of what $AMC could one day be. (I may be spending too much time on this stock). This is inside the Sphere in Las Vegas. This may be the most insane concert venue ever built https://t.co/We3pcO3lEX This is inside the Sphere in Las Vegas. This may be the most insane concert venue ever built https://t.co/We3pcO3lEX"  
[X Link](https://x.com/marketswithmay/status/1708149157775478787)  2023-09-30T15:57Z [----] followers, 17K engagements


"For all the $AMC who can't see bond quotes see below. If it really is institutions that are the "only" buyers of bonds this tells you at least [--] doesn't think $AMC is going bankrupt. Bond details -🧵"  
[X Link](https://x.com/marketswithmay/status/1712158442599694564)  2023-10-11T17:29Z [----] followers, 18.8K engagements


"This is my response to some of the haters and trolls. Just so it's clear. I'm not hiding. All my views are posted and why. It's controversial which is a huge part why I very much encourage everyone to do their own DD and always provide citations. @youngwinthorp Oh. Are you still thinking they should have just forced the company into bankruptcy by disallowing capital raise and keeping the shares separate Yeah. I don't agree. I know some people want this company to go bankrupt rather than just take this very awkward period for the @youngwinthorp Oh. Are you still thinking they should have just"  
[X Link](https://x.com/marketswithmay/status/1743200014141206787)  2024-01-05T09:17Z [----] followers, 38.5K engagements


"Can we do better @X I purposely follow a very small number of people so I can actually get a feed that I care about. Why did I not get this tweet Now at $261.6 million globally AMC's first ever released film TAYLOR SWIFT THE ERAS TOUR just became the highest grossing concert film & highest grossing documentary film of all time. AMC sends our congratulations and eternal gratitude to Taylor Swift for being so remarkable. https://t.co/LvVEUT7Faf Now at $261.6 million globally AMC's first ever released film TAYLOR SWIFT THE ERAS TOUR just became the highest grossing concert film & highest"  
[X Link](https://x.com/marketswithmay/status/1744836469766725676)  2024-01-09T21:40Z [----] followers, [----] engagements


"I find this very strange. Why would anyone purposely spread misinformation and then suggest they are working in the best interest of the truth In other words he knew the article was old on bonds that no longer exist but posted it nonetheless without any clarification. It is old but box office is running just as bad no worse and Apes will run out of money someday It is old but box office is running just as bad no worse and Apes will run out of money someday"  
[X Link](https://x.com/marketswithmay/status/1753095444391969093)  2024-02-01T16:38Z [----] followers, 18K engagements


"It's really hard not to be paranoid when you get articles like this that have ZERO information in it but lots of platform to suggest selling $AMC. It literally says [--] stocks but uses only $AMC's image. Can you be more obvious @InvestorPlace that you're being paid for this https://finance.yahoo.com/news/3-stocks-sell-become-obsolete-181906888.html https://finance.yahoo.com/news/3-stocks-sell-become-obsolete-181906888.html"  
[X Link](https://x.com/marketswithmay/status/1753127289108197587)  2024-02-01T18:44Z [----] followers, 10.9K engagements


"@pronounced_kyle I love the hitchhikers guide. My fav is the planet that went extinct because of womens footwear"  
[X Link](https://x.com/marketswithmay/status/1774327170091135150)  2024-03-31T06:45Z [----] followers, 75.2K engagements


"Bears on $AMC. it can always go either way but this is not looking good for your thesis. just saying. AMC crushed it at the box office this weekend. Our busiest of the year in [----] so far with [---] million guests at our U.S. theatres. Friday was the single busiest day of [--]. That record lasted only one day Saturday beat it. Only fools believe that movie theatres are dead. https://t.co/bmq8tfCDm1 AMC crushed it at the box office this weekend. Our busiest of the year in [----] so far with [---] million guests at our U.S. theatres. Friday was the single busiest day of [--]. That record lasted only one"  
[X Link](https://x.com/marketswithmay/status/1802718456111939876)  2024-06-17T15:02Z [----] followers, [----] engagements


"First Milton is actually terrifying. People band together in Florida and my area is the evac area. Some roll up to the high schools there Katrina style. That said I was shocked that overall rain levels have water so high even my area is soaked. Its unclear precisely how this will play out"  
[X Link](https://x.com/marketswithmay/status/1843447869539279011)  2024-10-08T00:26Z [----] followers, 163K engagements


"@townhallcom Tell me you want non-Americans to vote without telling me you want non-Americans to vote"  
[X Link](https://x.com/marketswithmay/status/1917678756703133711)  2025-04-30T20:33Z [----] followers, [----] engagements


"@DerrickEvans4WV For what it's worth I'd just have someone with the appropriate skills pull up the old Instagram & TicTok accounts that were removed by Facebook. If you scroll through comments you'll see these groups specifically supported Hamas. That's why I stopped supporting the students"  
[X Link](https://x.com/marketswithmay/status/1917692202584584264)  2025-04-30T21:27Z [----] followers, [----] engagements


"@BBCWorld She's right. It belongs to the people. And the people did not vote for her"  
[X Link](https://x.com/marketswithmay/status/1917874668914303348)  2025-05-01T09:32Z [----] followers, [----] engagements


"$CBRE +2% in the premarket b/c CRE has already started to recover Bears get over it. Rev + 11% Net Inc 59% Why such a strong margin expansion Because CRE was zombie land for so many years that 11% Rev growth brings it back to life. They are saying the growth is everywhere and will likely continue. At 26x it's new guide of $6.25-$6.50 they aren't as cheap as they once were and - if this continues will likely be low on estimates. I'm not here and there were no call outs to specific parts of CRE. Although have largely begun the recovery. Steam though is still picking up. We are early stages."  
[X Link](https://x.com/marketswithmay/status/1981698626578415933)  2025-10-24T12:25Z [----] followers, [---] engagements


"@WinnerInvestor Was it b/c you said the use of the proceeds was to have the ultimate party where would like to have the loan in dolla dolla bills so you could make it rain at a venue in Vegas I can't imagine why they are denying you This is so strange but I am glad standards are very high"  
[X Link](https://x.com/marketswithmay/status/2011280943232008548)  2026-01-14T03:35Z [----] followers, [---] engagements


"@GeorgeGammon It turns out b/c of banking regulation you are better off taking out $9990. That will clear right away. The heaviest of Money laudering regulation begins at $10k. Hope that helps"  
[X Link](https://x.com/marketswithmay/status/1656755041741721600)  2023-05-11T20:15Z [----] followers, 24.1K engagements


"@FrankB4291 @nypost I know this is about climate change global warming and sea levels but can we get a hollah for that engraver Solid work if you ask me"  
[X Link](https://x.com/marketswithmay/status/1659291404630126618)  2023-05-18T20:14Z [----] followers, [----] engagements


"@OrwellNGoode This is the result of common core right No need to understand the actual problem go straight to the math and start applying equations arbitrarily"  
[X Link](https://x.com/marketswithmay/status/1660878799490240516)  2023-05-23T05:22Z [----] followers, 19.7K engagements


"Just starting to go through the $AMC discovery documents. I'll do it as a thread 🧵"  
[X Link](https://x.com/marketswithmay/status/1664039221479211010)  2023-05-31T22:40Z [----] followers, 48K engagements


"@jakeshieldsajj It's b/c many parents have confused the idea of discipline with child abuse. Resultingly many kids don't respect others & have limited situational awareness to behave in settings outside of a playground. These parents ruin it for everyone and sadly represent a growing group"  
[X Link](https://x.com/marketswithmay/status/1686036522418507776)  2023-07-31T15:30Z [----] followers, [----] engagements


"@FreightAlley @Jason He might not know what you mean. Most people only see the part of UPS that does the final mile and don't think through the whole logistics chain"  
[X Link](https://x.com/marketswithmay/status/1689014474995343360)  2023-08-08T20:43Z [----] followers, 26.8K engagements


"Ok. Let's go through the $AMC memorandum opinion on the revised settlement. Tonight I'll be having a nice affordable [----] Bordeaux (nothing special) to celebrate. Thx @merica1st17 & @PeteG_5 for keeping everyone posted. See link to document in their post. 🧵"  
[X Link](https://x.com/marketswithmay/status/1690101910110445569)  2023-08-11T20:44Z [----] followers, 21.7K engagements


"I 🩷 the folks doing deep dives $AMC debt. The details on specific terms (aka. covenants) are vital to understanding why $AMC makes certain financial choices. AA has [--] sets of investors to please for $AMC to be successful & despite what the shills say they are not at odds. The more eyes reviewing those terms the better"  
[X Link](https://x.com/marketswithmay/status/1746199905822007568)  2024-01-13T15:57Z [----] followers, [----] engagements


"Great Q on $CDAY. This implies the employment numbers from last year are in fact real. Rev + 18.9% Massive oper leverage and earnings from an L to a W. Note the flat cost in Professional Services in others despite the increase in Rev. This gives you a sense of economy of scale. Also note the increase in Sales & Marketing that took earnings down last year has paid off. Question on whether they are concerned about competitors. They believe as the biggest player the small guys are not able to compete when it comes to what's needed in the breadth of multi-regional/global HR. Macro note: They are"  
[X Link](https://x.com/marketswithmay/status/1755235216078069967)  2024-02-07T14:21Z [----] followers, [---] engagements


"From time to time people "dox" or send me very awkward not-so-nice messages. I'm not really hiding but I find flexing one's background to be obnoxious. Even the most accomplished person can be wrong and the facts should just stand or not stand by themselves. Also I want to remind everyone that the fact I do not do what I used to in my background makes me a retail investor albeit with Institutional training. If it's that big a deal here's my background in a longer format which hopefully once and for all will sort this out. I worked at $GS & $MS. At $MS I worked in the Barra division (the algo"  
[X Link](https://x.com/marketswithmay/status/1761813906094162235)  2024-02-25T18:02Z [----] followers, 98.7K engagements


"Daily Reflection: I've spent decades learning to give zero F***s. Truly I've worked on it. Still I think my count might be low single digits"  
[X Link](https://x.com/marketswithmay/status/1763948956726292687)  2024-03-02T15:26Z [----] followers, 11.6K engagements


"Probably has been some time in the making but it still made me smile that this is FINALLY happening. T+1 Settlement at last. Welcome US markets to the modern world"  
[X Link](https://x.com/marketswithmay/status/1767668083064447299)  2024-03-12T21:44Z [----] followers, [----] engagements


"Since it's harder to unteach flawed understandings of finance than to explain it right int he first place it will take time to describe precisely HOW ridiculous a reiteration of the $4 target on $SOFI is citing Fair Value is the issue given precisely how much $SOFI grew. So I'll simply give you a hint of the magnitude of HOW wrong these analysts are. See the red box. that tells you they are able to sell the loans off. That means your fair value & credit quality argument could not possibly be more misguided at this point AND ALSO indicates the returns on the other side of a lower rate is going"  
[X Link](https://x.com/marketswithmay/status/1818379072285950209)  2024-07-30T20:12Z [----] followers, 24K engagements


"$SOFI. IDK. I might be wrong but it looks like they are really well funded to take share and fund the increase in demand from rates. Also to my fav bear analysts you might need to raise your estimate again for the [--] quarter in a row. https://investors.sofi.com/news/news-details/2025/SoFi-Expands-Loan-Platform-Business-with-5-Billion-Agreement-with-Blue-Owl-Capital-Funds/default.aspx https://investors.sofi.com/news/news-details/2025/SoFi-Expands-Loan-Platform-Business-with-5-Billion-Agreement-with-Blue-Owl-Capital-Funds/default.aspx"  
[X Link](https://x.com/marketswithmay/status/1900179299858026762)  2025-03-13T13:37Z [----] followers, [----] engagements


"@BarackObama May I ask if its a private institution why does it need public funding that comes with stipulations. Couldnt they just stick with private funding"  
[X Link](https://x.com/marketswithmay/status/1912062026278637686)  2025-04-15T08:34Z [----] followers, 33K engagements


"@BarackObama @DemRedistrict Look.I have no skin in this b/c I'm an independant and it doesn't help me. But Team Blue literally bused immigrants to swing states last election. This is not a place where you have moral high ground"  
[X Link](https://x.com/marketswithmay/status/1961114414427378002)  2025-08-28T17:11Z [----] followers, 16.1K engagements

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