# ![@mattscottcap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1599492546585141254.png) @mattscottcap Matt Scott

Matt Scott posts on X about $tem, $upwk, $lmnd, $len the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1599492546585141254/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1599492546585141254/c:line/m:interactions.svg)

- [--] Week [------] +45%
- [--] Month [-------] +143%
- [--] Months [---------] +2,602%
- [--] Year [---------] +2,723%

### Mentions: [--] [#](/creator/twitter::1599492546585141254/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1599492546585141254/c:line/m:posts_active.svg)

- [--] Week [---] +21%
- [--] Month [---] +82%
- [--] Months [-----] +1,023%
- [--] Year [-----] +1,368%

### Followers: [-----] [#](/creator/twitter::1599492546585141254/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1599492546585141254/c:line/m:followers.svg)

- [--] Week [-----] +2.20%
- [--] Month [-----] +6%
- [--] Months [-----] +346%
- [--] Year [-----] +920%

### CreatorRank: [---------] [#](/creator/twitter::1599492546585141254/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1599492546585141254/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  62.58% [finance](/list/finance)  27.74% [technology brands](/list/technology-brands)  12.9% [cryptocurrencies](/list/cryptocurrencies)  7.74% [financial services](/list/financial-services)  #2101 [countries](/list/countries)  1.29% [celebrities](/list/celebrities)  0.65% [vc firms](/list/vc-firms)  0.65% [exchanges](/list/exchanges)  0.65%

**Social topic influence**
[$tem](/topic/$tem) #15, [$upwk](/topic/$upwk) #1, [$lmnd](/topic/$lmnd) #40, [$len](/topic/$len) #1, [$cvna](/topic/$cvna) #57, [ai](/topic/ai) 9.03%, [$zm](/topic/$zm) #18, [business](/topic/business) 7.1%, [money](/topic/money) 7.1%, [$ares](/topic/$ares) #5

**Top accounts mentioned or mentioned by**
[@cesarsroy](/creator/undefined) [@grok](/creator/undefined) [@robstonks1](/creator/undefined) [@sticksand1](/creator/undefined) [@lensveltma46690](/creator/undefined) [@audittheherd](/creator/undefined) [@investor10132](/creator/undefined) [@axelderecho](/creator/undefined) [@adityainvests90](/creator/undefined) [@elijahcablerf](/creator/undefined) [@elmegthewise1](/creator/undefined) [@brnmeetswlth](/creator/undefined) [@lb_trice](/creator/undefined) [@anthropicai](/creator/undefined) [@maxedbennyboy](/creator/undefined) [@harrytrost1](/creator/undefined) [@kelvman11](/creator/undefined) [@juanftl](/creator/undefined) [@capybarareform](/creator/undefined) [@simoyw91](/creator/undefined)

**Top assets mentioned**
[Tempus AI, Inc. (TEM)](/topic/$tem) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Lennar Corporation (LEN)](/topic/$len) [Carvana Co. (CVNA)](/topic/$cvna) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Ares Management, Corp. (ARES)](/topic/$ares) [IonQ, Inc. (IONQ)](/topic/$ionq) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [UiPath, Inc. (PATH)](/topic/$path) [Oklo Inc. (OKLO)](/topic/$oklo) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [ZetaChain (ZETA)](/topic/$zeta) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Bank OZK (OZK)](/topic/$ozk) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Figma, Inc. (FIG)](/topic/$fig) [XSwap Protocol (XSP)](/topic/$xsp) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [D R Horton Inc (DHI)](/topic/$dhi) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Frontline Ltd. (FRO)](/topic/$fro)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Going to be fun to see what happens when $LMND breaks through $52"  
[X Link](https://x.com/mattscottcap/status/1954907182329446764)  2025-08-11T14:06Z [----] followers, [----] engagements


"$CVNA FOUND IN THE EPSTEIN FILES EPSTEIN WAS A $CVNA BULL 💀 YES THIS IS REAL"  
[X Link](https://x.com/mattscottcap/status/2019804740838969796)  2026-02-06T16:05Z [----] followers, [----] engagements


"$FIG down 75% from IPO. It must be cheap now right Well. It's 11x sales now. It was so damn overvalued at IPO and now I'd say it's finally near fair value. Is it a buy here I am tempted to start a tiny DCA"  
[X Link](https://x.com/mattscottcap/status/2020947941440225544)  2026-02-09T19:48Z [----] followers, [----] engagements


"Wait till everyone finds out about the AI bull market $LMND $TEM $UPWK $ZM It's not a #AI bull market at the moment. It's an Industrial bull market. Unfortunately some people will have a hard time coping with that reality. And those same people will likely give back a years worth of gains being stubborn. Waste your time looking for the lows in It's not a #AI bull market at the moment. It's an Industrial bull market. Unfortunately some people will have a hard time coping with that reality. And those same people will likely give back a years worth of gains being stubborn. Waste your time"  
[X Link](https://x.com/mattscottcap/status/2021449901507477908)  2026-02-11T05:03Z [----] followers, [----] engagements


"He must be working on fully autonomous organizations $LMND Peptides digital twins and neural networks are old news now. Ive been working on stuff that would blow your mind. But its too early to share. Peptides digital twins and neural networks are old news now. Ive been working on stuff that would blow your mind. But its too early to share"  
[X Link](https://x.com/mattscottcap/status/1954706800210579964)  2025-08-11T00:49Z [----] followers, [----] engagements


"CEO of $LMND gave the blueprint on how legacy insurance companies can stop $LMND from disrupting them. Why Because he knows they won't do it In a recent study MIT analyzed hundreds of enterprise AI projects. Turns out 95% of them failed. Thats not surprising. Delivering real business impact with AI is nearly impossible when you are stuck with legacy systems vendors and the wrong workforce. Best bet Burn it all https://t.co/90hGX3mSjJ In a recent study MIT analyzed hundreds of enterprise AI projects. Turns out 95% of them failed. Thats not surprising. Delivering real business impact with AI is"  
[X Link](https://x.com/mattscottcap/status/1961476106625712519)  2025-08-29T17:08Z [----] followers, [----] engagements


"Your reasoning can all be correct but the market can take an unexpected downturn and *POOF* your gains can be evaporated quicker than you figure out what to do. Risk management is ignored by most but is what keeps people successful through downturns. You don't have to sell everything but taking some profits/hedging when you've made life changing gains is the responsible thing to do"  
[X Link](https://x.com/mattscottcap/status/1970876176173285755)  2025-09-24T15:41Z [----] followers, [----] engagements


"I had to deal with a car insurance claim last year with State Farm absolute nightmare. This video from Shai might not seem like much to some but it really is one piece of the overall experience to have $LMND as your insurer. This is why their business is incredibly sticky. Miles ahead of anyone else What it feels like to report a @Lemonade_Inc Car claim. Pick a recommended repair shop and get a tow dispatched in seconds. https://t.co/GNtpU3apO7 What it feels like to report a @Lemonade_Inc Car claim. Pick a recommended repair shop and get a tow dispatched in seconds. https://t.co/GNtpU3apO7"  
[X Link](https://x.com/mattscottcap/status/1988258166803493323)  2025-11-11T14:51Z [----] followers, [----] engagements


"Seeing software stocks get nuked while owning a generational company with a real moat $TEM"  
[X Link](https://x.com/mattscottcap/status/2018874247943422243)  2026-02-04T02:28Z [----] followers, [----] engagements


"I can't help myself. I'm buying more $TEM here"  
[X Link](https://x.com/mattscottcap/status/2019429022053331121)  2026-02-05T15:12Z [----] followers, [----] engagements


"$HOOD intern getting fired tomorrow"  
[X Link](https://x.com/mattscottcap/status/2021331280974184593)  2026-02-10T21:11Z [----] followers, 129.5K engagements


"Healthcare is the wave $TEM $ARKG ⚠THIS IS INSANE: Private education and health services accounted for [------] of all jobs added over the last [--] months. Excluding these roles the US economy LOST [-------] jobs over the past year. The government shed over [-------] jobs manufacturing lost [-------] and https://t.co/1RHfb0eSmI ⚠THIS IS INSANE: Private education and health services accounted for [------] of all jobs added over the last [--] months. Excluding these roles the US economy LOST [-------] jobs over the past year. The government shed over [-------] jobs manufacturing lost [-------] and"  
[X Link](https://x.com/mattscottcap/status/2021613977453691318)  2026-02-11T15:55Z [----] followers, [----] engagements


"Truly historical what we are seeing. A now [--] sum of AI company beef Grok vs. Anthropic vs. OpenAI just going to talk shit about each other constantly 🤣 Have we ever seen large companies publicly beef like this @AnthropicAI Your AI hates Whites & Asians especially Chinese heterosexuals and men. This is misanthropic and evil. Fix it. Frankly I dont think there is anything you can do to escape the inevitable irony of Anthropic ending up being Misanthropic. You were doomed to this fate when you @AnthropicAI Your AI hates Whites & Asians especially Chinese heterosexuals and men. This is"  
[X Link](https://x.com/mattscottcap/status/2022050316179607649)  2026-02-12T20:48Z [----] followers, [---] engagements


"So imagine if someone was using the right model (Opus [---] instead of Sonnet 4.5) That actually had technical ability and prompted better than "Vibe Code Photoshop" Imagine what output you'd get. And imagine the output you'd get in [--] years Claude is JUNK 😂😂 https://t.co/5o7eQ9j9Dh Claude is JUNK 😂😂 https://t.co/5o7eQ9j9Dh"  
[X Link](https://x.com/mattscottcap/status/2022394565559488927)  2026-02-13T19:36Z [----] followers, [---] engagements


"The stock is barely up right now 😂 time to buy more $lmnd"  
[X Link](https://x.com/mattscottcap/status/1952701794636779748)  2025-08-05T12:02Z [----] followers, [----] engagements


"Long/Short Portfolio Update 11/20: Long - 62.1% - $LMND 40.2% - $UPWK 16.7% - $PATH 2.6% - $SLV 1.9% - $TLT 0.6% Short - 37.9% - $LEN 19.3% - $CVNA 4.0% - $IONQ 3.8% - $OKLO 3.8% - $QBTS 2.6% - $RGTI 2.0% - $TOL 1.4% - $JEF 0.6% - $XSP 0.4% Long/Short Portfolio Update 11/13: Long - 64.8% - $LMND 41.9% - $UPWK 16.7% - $PATH 3.1% - $SLV 2.4% - $TLT 0.6% Short - 35.2% - $LEN 15.9% - $RGTI 4.3% - $IONQ 4.2% - $QBTS 4.1% - $OKLO 3.7% - $TOL 1.3% - $CVNA 1.1% - $JEF 0.5% Long/Short Portfolio Update 11/13: Long - 64.8% - $LMND 41.9% - $UPWK 16.7% - $PATH 3.1% - $SLV 2.4% - $TLT 0.6% Short - 35.2% -"  
[X Link](https://x.com/mattscottcap/status/1991638654414991718)  2025-11-20T22:43Z [----] followers, [----] engagements


"@commonsenseplay If you like $FVRR look into $UPWK. It's the better of the two by far in every category. Very bullish on $UPWK"  
[X Link](https://x.com/mattscottcap/status/1994083458922992102)  2025-11-27T16:38Z [----] followers, [---] engagements


"Just a reminder $CVNA has an ongoing fraud lawsuit and got subpoenaed by the SEC a few months ago They have "great profitability" from selling subprime loans while subprime delinquencies are at all time highs Nearly went bankrupt [--] years ago $CVNA gets added to the S&P500 Up 8% after hours Enjoy having this 💩 in your retirement https://t.co/V8R9odo6SP $CVNA gets added to the S&P500 Up 8% after hours Enjoy having this 💩 in your retirement https://t.co/V8R9odo6SP"  
[X Link](https://x.com/mattscottcap/status/1997690933681463483)  2025-12-07T15:33Z [----] followers, [----] engagements


"Loading up on $FVRR LEAPS. The risk/reward here is just too good $764M market cap making around $100M FCF in [----] Deep value I did not realize how much $UPWK has diverged from $FVRR I was forced to revisit $FVRR while writing the $UPWK article and what I saw sparked my interest. $FVRR is dirt cheap and has strong fundamentals too. I like $UPWK's actual business more and believe in it more long term https://t.co/7zymzwnarh I did not realize how much $UPWK has diverged from $FVRR I was forced to revisit $FVRR while writing the $UPWK article and what I saw sparked my interest. $FVRR is dirt"  
[X Link](https://x.com/mattscottcap/status/2000576758848893124)  2025-12-15T14:40Z [----] followers, [----] engagements


"Long/Short Portfolio Update 12/21: Long - 71% - $LMND 42.3% - $UPWK 18.2% - $PATH 6.5% - $SLV 2% - $FVRR 1.6% - $TLT 0.4% Short - 29% - $LEN 16.1% - $CVNA 5.9% - $OKLO 3.5% - $IONQ 2.2% - $QBTS 0.7% - $RGTI 0.5% Long/Short Portfolio Update 12/9: Long - 73.4% - $LMND 41.7% - $UPWK 19.0% - $PATH 9.8% - $SLV 2.5% - $TLT 0.4% Short - 26.6% - $LEN 14.1% - $CVNA 6.5% - $OKLO 2.6% - $IONQ 2.0% - $QBTS 0.7% - $RGTI 0.3% - $JEF Long/Short Portfolio Update 12/9: Long - 73.4% - $LMND 41.7% - $UPWK 19.0% - $PATH 9.8% - $SLV 2.5% - $TLT 0.4% Short - 26.6% - $LEN 14.1% - $CVNA 6.5% - $OKLO 2.6% - $IONQ"  
[X Link](https://x.com/mattscottcap/status/2002863421226967112)  2025-12-21T22:07Z [----] followers, [----] engagements


"I love this $FVRR trade because it's very clear. Either it's bottomed and has some upside or it's going lower. If it makes new lows I get out. If not then the options will make a lot of $$$ Not the biggest fan of the business but considering the valuation and what $UPWK has done it's likely that there's some juice here to squeeze Loading up on $FVRR LEAPS. The risk/reward here is just too good $764M market cap making around $100M FCF in [----] Deep value https://t.co/zfXdJpHcSn Loading up on $FVRR LEAPS. The risk/reward here is just too good $764M market cap making around $100M FCF in [----] Deep"  
[X Link](https://x.com/mattscottcap/status/2008552330355003598)  2026-01-06T14:52Z [----] followers, [---] engagements


"@bjmtweets I own and use both and am much more bullish on $UPWK I'm in $FVRR right now for a trade cause it's so cheap it seems like it's bottoming"  
[X Link](https://x.com/mattscottcap/status/2009020331772789184)  2026-01-07T21:52Z [----] followers, [---] engagements


"Real estate is cooooked They want affordable prices but want to keep prices propped up at the same time 🤣 The housing downturn has started and is going to get worse. No matter what band aids they try to slap on it $LEN $TOL $PHM Trump admitted the reason he doesnt want home prices to fall so people can afford them is that current homeowners and mortgage lenders would lose money. But if homes are so overpriced that people can't afford to buy them theyre not worth what people think. A crash is coming. Trump admitted the reason he doesnt want home prices to fall so people can afford them is"  
[X Link](https://x.com/mattscottcap/status/2014062933987250264)  2026-01-21T19:49Z [----] followers, [---] engagements


"This pic brings tears to my eyes $LMND $UPWK $TEM $LEN"  
[X Link](https://x.com/mattscottcap/status/2014386006238114141)  2026-01-22T17:13Z [----] followers, [----] engagements


"Eric Lefkofsky - CEO/Founder of Tempus AI $TEM Eric is an American entrepreneur venture capitalist and philanthropist with a track record of building influential technology companies. Prior to Tempus he was best known as being the co-founder of Groupon. Not only was he a serial founder but he also serves as a General Partner at Lightbank a venture capital firm investing in disruptive technology companies. Eric founded Tempus in [----] after his wife was diagnosed with Breast Cancer and was shocked at how little data was a part of her care. Tempus was created to tackle this issue and transform"  
[X Link](https://x.com/mattscottcap/status/2015851984516006040)  2026-01-26T18:19Z [----] followers, [----] engagements


"Damn the housing bros told me the real estate market would be booming by now $LEN $TOL $DHI 40k US home purchases were canceled in December which equates to 16.31% of all homes under contract. That's the highest cancellation percentage on record. https://t.co/heIfg3BTrc 40k US home purchases were canceled in December which equates to 16.31% of all homes under contract. That's the highest cancellation percentage on record. https://t.co/heIfg3BTrc"  
[X Link](https://x.com/mattscottcap/status/2015857268286173315)  2026-01-26T18:40Z [----] followers, [---] engagements


"@maxedbennyboy I am bearish on the whole sector but only have a short position on $LEN Real estate is very market specific and I chose $LEN because they are heavily exposed to the sunbelt region where prices have been tanking the hardest"  
[X Link](https://x.com/mattscottcap/status/2015863043784085934)  2026-01-26T19:02Z [----] followers, [---] engagements


"Long/Short Portfolio Update 1/26: Long - 76.2% $LMND - 44.4% $TEM - 14.5% $UPWK - 13.2% $ARKG - 3.1% $TLT - 1% Short - 23.8% $LEN - 11% $CVNA - 2.9% $OKLO - 2.7% $ASTS - 2.7% $IONQ - 2.4% $PLTR - 1.5% $QBTS - 0.5% $RGTI - 0.2%"  
[X Link](https://x.com/mattscottcap/status/2015921826925355126)  2026-01-26T22:56Z [----] followers, [----] engagements


"The short position I entered is $ARES. Long story short commercial real estate is cooked Started a new short position today. 🫣 Started a new short position today. 🫣"  
[X Link](https://x.com/mattscottcap/status/2016927529391599973)  2026-01-29T17:32Z [----] followers, [----] engagements


"Proprietary datasets. Nobody can replicate the work $TEM has done. This company is $11B today and will be $100B one day @AuditTheHerd These two foundation models are going to knock peoples socks off. This is not some commodity AI stuff that Altman or Dario Amodei can pull out of thin air. This is not publicly trained AI. Its highly specialized built on massive non-public proprietary datasets measured in @AuditTheHerd These two foundation models are going to knock peoples socks off. This is not some commodity AI stuff that Altman or Dario Amodei can pull out of thin air. This is not publicly"  
[X Link](https://x.com/mattscottcap/status/2017061925868253347)  2026-01-30T02:26Z [----] followers, [----] engagements


"I know I was bearish $CVNA and thought it was going to blow up. but what I have seen the past couple days from the short report and other random research others have been putting out it makes me much more certain that this is the year it's all over for $CVNA If the research people are putting out is accurate there is a very high likelihood that their open investigation for fraud ends up with them being found guilty 🚨 WHY I AM SHORT $CVNA 🚨 Would love to hear your guys thoughts. Let me know anything I got wrong or if I missed anything If there's any $CVNA bulls out there tell me why I'm"  
[X Link](https://x.com/mattscottcap/status/2017280537791218116)  2026-01-30T16:55Z [----] followers, [----] engagements


"@JM_Investment0 I think $CVNA is going to blow up and I am not sure how much of $ROOT's business is from $CVNA But I agree it seems wayyyy too cheap"  
[X Link](https://x.com/mattscottcap/status/2017281267633414386)  2026-01-30T16:58Z [----] followers, [---] engagements


"Long $GOOG short $U Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"  
[X Link](https://x.com/mattscottcap/status/2017282604534292902)  2026-01-30T17:03Z [----] followers, [---] engagements


"Long/Short Portfolio Update 1/30: Long - 71.9% $LMND - 43.8% $TEM - 13.1% $UPWK - 11.8% $ARKG - 2.9% $GOOG - 0.4% Short - 28.1% $LEN - 10.2% $CVNA - 6% $ASTS - 4.2% $IONQ - 2.5% $PLTR - 1.9% $OKLO - 1.6% $ARES - 1% $QBTS - 0.6% $RGTI - 0.3% Long/Short Portfolio Update 1/26: Long - 76.2% $LMND - 44.4% $TEM - 14.5% $UPWK - 13.2% $ARKG - 3.1% $TLT - 1% Short - 23.8% $LEN - 11% $CVNA - 2.9% $OKLO - 2.7% $ASTS - 2.7% $IONQ - 2.4% $PLTR - 1.5% $QBTS - 0.5% $RGTI - 0.2% Long/Short Portfolio Update 1/26: Long - 76.2% $LMND - 44.4% $TEM - 14.5% $UPWK - 13.2% $ARKG - 3.1% $TLT - 1% Short - 23.8% $LEN -"  
[X Link](https://x.com/mattscottcap/status/2017352125508960617)  2026-01-30T21:40Z [----] followers, [----] engagements


"Doing my last big chunk of buys on $TEM for now Bought some shares tonight Some LEAPS tomorrow Then will chill for a little"  
[X Link](https://x.com/mattscottcap/status/2018157738145034689)  2026-02-02T03:01Z [----] followers, [----] engagements


"Oof $RGTI now $17 $RGTI will hit $21 within the next couple months https://t.co/aFMiFooOUA $RGTI will hit $21 within the next couple months https://t.co/aFMiFooOUA"  
[X Link](https://x.com/mattscottcap/status/2018362974654599262)  2026-02-02T16:36Z [----] followers, [---] engagements


"@StonkChris has been spot on with this I've fully agreed and have said that small caps are where the value is This is why my longs are small caps $LMND $TEM $UPWK The r/r is just sooooo much better there than large companies Bringing this back across your feed as a reminder: if you think a 5-year cup-and-handle breakout into new all-time highs for $IWM is going to stall right here youre probably going to be very disappointed. This is a structural breakout not a local pop. Higher. Much higher. Bringing this back across your feed as a reminder: if you think a 5-year cup-and-handle breakout into"  
[X Link](https://x.com/mattscottcap/status/2018678485003444277)  2026-02-03T13:30Z [----] followers, [---] engagements


"I tried to get the $PYPL crowd on the value gem $UPWK Is now the time to get them on board or too soon $PYPL is widely considered one of the best value plays on X But what if I told you there is a much better value play which nobody talks about Here's the head to head on $PYPL vs. $UPWK: https://t.co/sKPWheuH1P $PYPL is widely considered one of the best value plays on X But what if I told you there is a much better value play which nobody talks about Here's the head to head on $PYPL vs. $UPWK: https://t.co/sKPWheuH1P"  
[X Link](https://x.com/mattscottcap/status/2018681265918984521)  2026-02-03T13:41Z [----] followers, [----] engagements


"Quick everyone rotate your $PYPL position to Duolingo"  
[X Link](https://x.com/mattscottcap/status/2018696574587592970)  2026-02-03T14:42Z [----] followers, [---] engagements


"is it happening $ARES Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private"  
[X Link](https://x.com/mattscottcap/status/2018701916021067854)  2026-02-03T15:03Z [----] followers, [---] engagements


"$ZM might explode soon. Entering a trade here This is one of the few ways to have exposure to Anthropic btw 👀👀"  
[X Link](https://x.com/mattscottcap/status/2018704338059747380)  2026-02-03T15:13Z [----] followers, [----] engagements


"Homebuilders are up big today because they're begging Trump for liquidity 🤣🤣🤣🤣 This is exactly the hopium rallies I add more puts to my $LEN position. This is not bullish. They are showing how f*cked they are $DHI $TOL $XHB"  
[X Link](https://x.com/mattscottcap/status/2018720080993910951)  2026-02-03T16:15Z [----] followers, [---] engagements


"$ARES down almost 12% 👻👻 Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private"  
[X Link](https://x.com/mattscottcap/status/2018736854065930715)  2026-02-03T17:22Z [----] followers, [---] engagements


"@JohnDoeKnowsGuy $UPWK Trust me bro"  
[X Link](https://x.com/mattscottcap/status/2018776511612907604)  2026-02-03T20:00Z [----] followers, [---] engagements


"Claude make your company's equity worth a lot of money so my $ZM calls print. Make no mistakes $ZM might explode soon. Entering a trade here This is one of the few ways to have exposure to Anthropic btw 👀👀 https://t.co/mNWWCWbq4J $ZM might explode soon. Entering a trade here This is one of the few ways to have exposure to Anthropic btw 👀👀 https://t.co/mNWWCWbq4J"  
[X Link](https://x.com/mattscottcap/status/2018868625365701113)  2026-02-04T02:06Z [----] followers, [---] engagements


"@stockboildown No. Imagine [--] more days of being down 20k"  
[X Link](https://x.com/mattscottcap/status/2018890573713916057)  2026-02-04T03:33Z [----] followers, [---] engagements


"$ARES position is now up 100% Taking some profits on the shorter term puts Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate"  
[X Link](https://x.com/mattscottcap/status/2019057704593989692)  2026-02-04T14:37Z [----] followers, [---] engagements


"Is it finally happening $CVNA"  
[X Link](https://x.com/mattscottcap/status/2019067225252962634)  2026-02-04T15:15Z [----] followers, [---] engagements


"💣 $CVNA $ASTS $OKLO $IONQ $PLTR $RGTI $QBTS"  
[X Link](https://x.com/mattscottcap/status/2019083915550404745)  2026-02-04T16:21Z [----] followers, [----] engagements


"I rarely get recognition and my follower count doesn't match how much alpha I have put out there completely free since I started making content middle of last year. I have been on point with timing too I don't focus on growing/engagement baiting so I don't really care. I stay true to myself and help people make money and navigate the markets. I will admit it sometimes is frustrating seeing 100k follower accounts giving objectively terrible advice and charging for content and the algo doesn't favor true alpha But its okay because simple comments of people thanking me or just recognizing my"  
[X Link](https://x.com/mattscottcap/status/2019099504579060079)  2026-02-04T17:23Z [----] followers, [----] engagements


"@techbudsolution If it's for your kids for a decade+ $LMND & $TEM will be multibaggers"  
[X Link](https://x.com/mattscottcap/status/2019100100711133479)  2026-02-04T17:25Z [----] followers, [---] engagements


"Hmmm I will post when I fully exit the $ARES trade but I expect there to be some serious pain in the next year or two (nothing is guaranteed I just think the probability is very high). Even though my timing has been good my trades are typically on a longer time horizon $LEN I believe housing will get much worse. What you are saying is the popular opinion which was also said last year as it continued to get worse https://twitter.com/i/web/status/2019103076888584403 https://twitter.com/i/web/status/2019103076888584403"  
[X Link](https://x.com/mattscottcap/status/2019103076888584403)  2026-02-04T17:37Z [----] followers, [---] engagements


"Long/Short Portfolio Update 2/4: Long - 69.3% $LMND - 39.6% $TEM - 14.8% $UPWK - 9.8% $ARKG - 3% $ZM - 0.6% $GOOG - 0.4% $FVRR - 0.5% $ZETA - 0.2% $PATH - 0.2% Short - 30.7% $LEN - 10.1% $CVNA - 7.9% $ASTS - 4.5% $ARES - 3.7% $OKLO - 1.3% $PLTR - 1.2% $IONQ - 1% $QBTS - 0.8% $RGTI - 0.3% Long/Short Portfolio Update 1/30: Long - 71.9% $LMND - 43.8% $TEM - 13.1% $UPWK - 11.8% $ARKG - 2.9% $GOOG - 0.4% Short - 28.1% $LEN - 10.2% $CVNA - 6% $ASTS - 4.2% $IONQ - 2.5% $PLTR - 1.9% $OKLO - 1.6% $ARES - 1% $QBTS - 0.6% $RGTI Long/Short Portfolio Update 1/30: Long - 71.9% $LMND - 43.8% $TEM - 13.1%"  
[X Link](https://x.com/mattscottcap/status/2019230432101831082)  2026-02-05T02:03Z [----] followers, [----] engagements


"Made a lot of moves since last update -added trades -took profits in a lot of the shorts and rolled some further out -bought more $TEM"  
[X Link](https://x.com/mattscottcap/status/2019230433423286574)  2026-02-05T02:03Z [----] followers, [---] engagements


"Regional banks could be setting up for a great short CRE is in big trouble and there will be problems this year/next year Need to do some digging on which banks specifically would want to short $KRE @mattscottcap any thoughts on regional banks seems they are driving the market up. @mattscottcap any thoughts on regional banks seems they are driving the market up"  
[X Link](https://x.com/mattscottcap/status/2019248744475005157)  2026-02-05T03:16Z [----] followers, [----] engagements


"I bought some $LMND calls today and will likely be buying a bit more tomorrow for an earnings trade It is set up the same way it has for each quarter in [----] Sells off going into it then a huge pop after because of amazing execution Yes I am already heavily concentrated $LMND Yes I am worried about macro But I have no doubt in $LMND execution and I must take a trade that I see as great risk/reward Alright I rarely do short-term earnings plays but I took a gamble on short-term $LMND calls (added more to the small amount I purchased last week) It's setting up the same way as last quarter and I"  
[X Link](https://x.com/mattscottcap/status/2019261082334871761)  2026-02-05T04:05Z [----] followers, [----] engagements


"People called me an idiot and now we got this happening multiple days in a row. $CVNA $ASTS $OKLO $IONQ $PLTR $RGTI $QBTS 💣 $CVNA $ASTS $OKLO $IONQ $PLTR $RGTI $QBTS https://t.co/QU4ofHw5Q3 💣 $CVNA $ASTS $OKLO $IONQ $PLTR $RGTI $QBTS https://t.co/QU4ofHw5Q3"  
[X Link](https://x.com/mattscottcap/status/2019431696459075824)  2026-02-05T15:23Z [----] followers, [----] engagements


"$BTC 66k holyyy. Crypto bros better pray that $MSTR $BNMR and the others don't blow up or this could be uglier than it already is. Has anyone thought of the implications on crypto if $MSTR $BNMR and others blow up Has anyone thought of the implications on crypto if $MSTR $BNMR and others blow up"  
[X Link](https://x.com/mattscottcap/status/2019435356664590342)  2026-02-05T15:38Z [----] followers, [---] engagements


"Opened up short positions on $KRE $OZK and $ZION Regional banks could be setting up for a great short CRE is in big trouble and there will be problems this year/next year Need to do some digging on which banks specifically would want to short $KRE https://t.co/KciyaWANKc Regional banks could be setting up for a great short CRE is in big trouble and there will be problems this year/next year Need to do some digging on which banks specifically would want to short $KRE https://t.co/KciyaWANKc"  
[X Link](https://x.com/mattscottcap/status/2019437184387108865)  2026-02-05T15:45Z [----] followers, [---] engagements


"$TLT LEAPS could be generational soon"  
[X Link](https://x.com/mattscottcap/status/2019443053824508321)  2026-02-05T16:08Z [----] followers, [----] engagements


"Interesting 🤔 $UPWK The reason why I like this so much is because I see it as low risk / high reward"  
[X Link](https://x.com/mattscottcap/status/2019447234102763746)  2026-02-05T16:25Z [----] followers, [---] engagements


"@amitisinvesting This isn't just about SaaS bro"  
[X Link](https://x.com/mattscottcap/status/2019479878102286426)  2026-02-05T18:34Z [----] followers, [----] engagements


"We will bounce soon no question. The bounce could be violent to the upside The question is. if that will mark the bottom or not"  
[X Link](https://x.com/mattscottcap/status/2019488367235289104)  2026-02-05T19:08Z [----] followers, [----] engagements


"It's not too late to be a part of the collapse of $CVNA Just a friendly reminder that $CVNA still has an enterprise value in excess of $80 BILLLION. Just a friendly reminder that $CVNA still has an enterprise value in excess of $80 BILLLION"  
[X Link](https://x.com/mattscottcap/status/2019514170656584152)  2026-02-05T20:51Z [----] followers, [---] engagements


"@DavidSm96042513 Yeah a lot of the market (and crypto) is in a full on crash You dont think we go lower than 20k on nasdaq"  
[X Link](https://x.com/mattscottcap/status/2019591118636347628)  2026-02-06T01:56Z [----] followers, [--] engagements


"Long/Short Portfolio Update 2/5: Long - 65.6% $LMND - 36.1% $TEM - 15.2% $UPWK - 10.2% $ARKG - 2.9% $ZM - 0.6% $FVRR - 0.3% $ZETA - 0.2% $PATH - 0.2% Short - 34.4% $LEN - 10.2% $CVNA - 8.6% $ARES - 5.3% $ASTS - 4.8% $OKLO - 1.3% $IONQ - 1.2% $QBTS - 1.1% $PLTR - 0.9% $KRE - 0.5% $ZION - 0.2% $OZK - 0.2% Long/Short Portfolio Update 2/4: Long - 69.3% $LMND - 39.6% $TEM - 14.8% $UPWK - 9.8% $ARKG - 3% $ZM - 0.6% $GOOG - 0.4% $FVRR - 0.5% $ZETA - 0.2% $PATH - 0.2% Short - 30.7% $LEN - 10.1% $CVNA - 7.9% $ASTS - 4.5% Long/Short Portfolio Update 2/4: Long - 69.3% $LMND - 39.6% $TEM - 14.8% $UPWK -"  
[X Link](https://x.com/mattscottcap/status/2019596641607492051)  2026-02-06T02:18Z [----] followers, [----] engagements


"$ZM has a stake in anthropic btw New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: https://t.co/htX0wl4wIf https://t.co/N2e9t5Z6Rm New Engineering blog: We tasked Opus [---] using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more:"  
[X Link](https://x.com/mattscottcap/status/2019606136442458324)  2026-02-06T02:56Z [----] followers, [---] engagements


"@STICKSAND1 Could be. And there will probably be a bounce. Doesn't mean there isn't a ton of risk macro wise now. And the names i'm short (specifically $LEN and $CVNA) are going much lower. And if they do that may have ripple effects on everything"  
[X Link](https://x.com/mattscottcap/status/2019610700985888835)  2026-02-06T03:14Z [----] followers, [---] engagements


"If you sold $PYPL when the valuation was stupid. You'd have $10000 Lesson in there If you had put $1000 into Paypal when it went public in [----] You would still only have $1000. What a terrible stock $PYPL https://t.co/CKkaRLKTSf If you had put $1000 into Paypal when it went public in [----] You would still only have $1000. What a terrible stock $PYPL https://t.co/CKkaRLKTSf"  
[X Link](https://x.com/mattscottcap/status/2019616339891998820)  2026-02-06T03:37Z [----] followers, [----] engagements


"@harrytrost1 Thanks I went with $ZION & $OZK"  
[X Link](https://x.com/mattscottcap/status/2019770789495464046)  2026-02-06T13:50Z [----] followers, [--] engagements


"@AuditTheHerd 🫡 If $LMND gets a serious pump after earnings will likely be shifting some more into $TEM"  
[X Link](https://x.com/mattscottcap/status/2019786065150714254)  2026-02-06T14:51Z [----] followers, [---] engagements


"Lots of sketchy Iran stuff coming out yesterday and today. I bought some $XSP puts as a hedge for over the weekend. Fine with these going to [--] but if $SPY drops these will print 🚨BREAKING: The US Governments tells its citizen to LEAVE IRAN IMMEDIATELY. Could this be why the markets nuked today Are we going to war https://t.co/ZmnGDSUJcf 🚨BREAKING: The US Governments tells its citizen to LEAVE IRAN IMMEDIATELY. Could this be why the markets nuked today Are we going to war https://t.co/ZmnGDSUJcf"  
[X Link](https://x.com/mattscottcap/status/2019792293880909926)  2026-02-06T15:16Z [----] followers, [---] engagements


"There's more. you can verify this is real from: search: carvana https://www.justice.gov/epstein https://www.justice.gov/epstein"  
[X Link](https://x.com/mattscottcap/status/2019804752306200961)  2026-02-06T16:05Z [----] followers, [---] engagements


"@Kelvman11 the $TEM community and @AuditTheHerd has great content on it"  
[X Link](https://x.com/mattscottcap/status/2019819169571856747)  2026-02-06T17:03Z [----] followers, [---] engagements


"Homebuilders are cooked for so many reasons. This was not on my bingo card $LEN 💣 President Trump is exploring an antitrust probe into U.S. homebuilders. The move puts housing names like $NAIL $KBH $LEN and $TOL in focus. https://t.co/8DNjZ8RK73 President Trump is exploring an antitrust probe into U.S. homebuilders. The move puts housing names like $NAIL $KBH $LEN and $TOL in focus. https://t.co/8DNjZ8RK73"  
[X Link](https://x.com/mattscottcap/status/2019830509711557017)  2026-02-06T17:48Z [----] followers, [---] engagements


"@ayush_jasoria Yep. That's why $LEN is my #1 short position"  
[X Link](https://x.com/mattscottcap/status/2019831109765460464)  2026-02-06T17:50Z [----] followers, [--] engagements


"Prices are down 30-40% in Austin and people are still in denial that we are in a housing crash $LEN Per Redfins latest: Austin has more than twice as many sellers as buyers and ranks as the slowest housing market in the U.S. with homes taking [---] days to go under contract. Seeing prices down 30-40% in some zip codes. @LilyKatz https://t.co/j6OeerCw3q Per Redfins latest: Austin has more than twice as many sellers as buyers and ranks as the slowest housing market in the U.S. with homes taking [---] days to go under contract. Seeing prices down 30-40% in some zip codes. @LilyKatz"  
[X Link](https://x.com/mattscottcap/status/2019853755907465680)  2026-02-06T19:20Z [----] followers, [---] engagements


"@cesarsroy Much more confident in $UPWK. Just really hard to believe how cheap $FVRR is"  
[X Link](https://x.com/mattscottcap/status/2019902691757924692)  2026-02-06T22:35Z [----] followers, [---] engagements


"@cesarsroy Almost half their market cap in cash. Usually this would be something I go heavy in but something is stoping me. In hindsight I'm probably going to think im an idiot for not establishing a real position"  
[X Link](https://x.com/mattscottcap/status/2019903149444632604)  2026-02-06T22:36Z [----] followers, [--] engagements


"@STICKSAND1 Funny it's always the people who work in insurance"  
[X Link](https://x.com/mattscottcap/status/2019903969418469880)  2026-02-06T22:40Z [----] followers, [---] engagements


"@AdityaInvests90 I am a fan of $HOOD but that double digit revenue growth is not something that continues with a downturn in crypto and high beta stocks Their business is cyclical They do have potential long term but they will have challenges in the near term imo"  
[X Link](https://x.com/mattscottcap/status/2019966651295539304)  2026-02-07T02:49Z [----] followers, [---] engagements


"@CedarStResearch @AuditTheHerd I am telling you man. A lot of very intelligent people see this opportunity. I think it could be insane especially with healthcare being one of the sectors I see getting a lot of love in the future. What $TEM is doing is special. Generational company fr"  
[X Link](https://x.com/mattscottcap/status/2019994534264926579)  2026-02-07T04:40Z [----] followers, [---] engagements


"2024: $HOOD & $PLTR 2026: $LMND & $TEM"  
[X Link](https://x.com/mattscottcap/status/2020146783188664462)  2026-02-07T14:45Z [----] followers, [----] engagements


"@investor10132 Definitely could be. Imo I dont see $ZETA as a [--] of [--] company like $PLTR $LMND & $TEM but I can see them doing great"  
[X Link](https://x.com/mattscottcap/status/2020181736949445078)  2026-02-07T17:03Z [----] followers, [---] engagements


"@investor10132 Yeah I was just replying to you bringing up $ZETA in the context of this post. I posted this because $LMND and $TEM are the new $PLTR & $HOOD imo From the little DD I've done I bet $ZETA does great from here"  
[X Link](https://x.com/mattscottcap/status/2020182868954320908)  2026-02-07T17:08Z [----] followers, [---] engagements


"Couple beers deep hanging out with my normie friends I havent seen in awhile Being a founder/into the stock market Ive been working weekends and thats all I have on my mind I am incapable of just chilling and not caring about anything Seeing them completely ignorant to everything is kind of beautiful and in a way I wish I was like them and in a way Im happy Im not They have no idea what Claude is and that their jobs are under threat from AI Its kind of beautiful to not be on X or anything but its also the biggest advantage to be on this app"  
[X Link](https://x.com/mattscottcap/status/2020258490623635604)  2026-02-07T22:08Z [----] followers, [----] engagements


"@cesarsroy Yeah but surface level chatgpt. No clue about anything else"  
[X Link](https://x.com/mattscottcap/status/2020278047849738419)  2026-02-07T23:26Z [----] followers, [--] engagements


"@STICKSAND1 Dont think its weird yahoo finance in first"  
[X Link](https://x.com/mattscottcap/status/2020383358304538830)  2026-02-08T06:25Z [----] followers, [--] engagements


"This is spot on about SaaS apocalypse It's not about being able to vibe code a competitor 🤦♂ im absolutely loving the saas apocalypse discussions on the timeline right now. to me the whole saas apocalypse via vibe coding internally narrative is mostly a distraction & quite nonsensical. no company will want to manage payroll or bug tracking software. but the real im absolutely loving the saas apocalypse discussions on the timeline right now. to me the whole saas apocalypse via vibe coding internally narrative is mostly a distraction & quite nonsensical. no company will want to manage payroll"  
[X Link](https://x.com/mattscottcap/status/2020490298376290540)  2026-02-08T13:30Z [----] followers, [----] engagements


"What you need to understand about him and his diciples $DUOL could go to zero and he can say 100x from here the whole way down and not give a shit if its down because he doesn't make money from stocks He makes money from selling 99% margin courses where he talks philosohpically and says "X stock will 100x" I genuinely feel terrible for retail investors that pay their hard earned money and end up bagholders who really feel the pain as he rakes in cash and doesn't give a shit about you I will give him his props though. He is probably one of the greatest marketers ever on fintwit Duolingo will"  
[X Link](https://x.com/mattscottcap/status/2020511687535944110)  2026-02-08T14:55Z [----] followers, 25.2K engagements


"@juanftl Haha selling a course can make a lot of money and is [--] risk. Much easier than making money in the market"  
[X Link](https://x.com/mattscottcap/status/2020517483094962627)  2026-02-08T15:18Z [----] followers, [---] engagements


"@RobStonks1 Insane man"  
[X Link](https://x.com/mattscottcap/status/2020537914090754492)  2026-02-08T16:39Z [----] followers, [--] engagements


"$UPWK has earnings tomorrow. They have beat estimates every quarter and estimates are low for Q4 '25. I think this quarter will be relatively uneventful as the thesis will really start to play out in the back half of this year. Because expectations are low they could be set up to beat again. If their normal freelancing platform shows strength this could fly. I am really looking for an update on Lifted and more insight on what they are seeing there THE MOST MISUNDERSTOOD COMPANY IN THE MARKET: $UPWK Still excellent risk/reward here Free deep dive linked below 👇 https://t.co/cpUhfM5ir8 THE"  
[X Link](https://x.com/mattscottcap/status/2020546024440259041)  2026-02-08T17:11Z [----] followers, [----] engagements


"@capybaraReform Yep. It's a marketing strategy that works"  
[X Link](https://x.com/mattscottcap/status/2020560901166833871)  2026-02-08T18:10Z [----] followers, [---] engagements


"@simoyw91 This post is not about $DUOL. It's about people like him"  
[X Link](https://x.com/mattscottcap/status/2020567286168408067)  2026-02-08T18:35Z [----] followers, [---] engagements


"@PeuterToon I am not jealous at all and have done very well myself. I want everyone to make money I am calling out the behavior of taking advantage of retail investors because it disgusts me. Looks like he got you too"  
[X Link](https://x.com/mattscottcap/status/2020570243949576583)  2026-02-08T18:47Z [----] followers, [---] engagements


"Babe wake up paper bag $LMND earnings preview dropped Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://t.co/f6o4yE3iOo Video is public The Ultimate $LMND Q4 and [----] Preview 🍋 https://t.co/f6o4yE3iOo"  
[X Link](https://x.com/mattscottcap/status/2020574240492171422)  2026-02-08T19:03Z [----] followers, [----] engagements


"My plan for this week: Buy more $TEM -I have become more and more bullish on this company and do not own enough. I will have some $TEM content coming Sell my $PLTR puts -I think as the market discovers who truly has a moat and who doesn't the ones that do will command a higher multiple. And $PLTR earnings were very impressive. I wanted to sell out completely after the drop after earnings but still kept a little bit. I still think valuation is egregious but I have much more conviction in other short positions. Add more to $ZM trade -They have an Anthropic stake and Anthropic has been killing"  
[X Link](https://x.com/mattscottcap/status/2020579704273518738)  2026-02-08T19:25Z [----] followers, [----] engagements


"@ElijahCablerF You got out It's a great time to get into $TEM imo Funny I was going to post something for $HIMS bulls to look into $TEM because a lot of the claims $HIMS bulls were making is what $TEM is actually doing"  
[X Link](https://x.com/mattscottcap/status/2020606180989845605)  2026-02-08T21:10Z [----] followers, [--] engagements


"@StephenWangs73 Why do you need to charge people $400 to give optimism"  
[X Link](https://x.com/mattscottcap/status/2020634447629160768)  2026-02-08T23:02Z [----] followers, [---] engagements


"Added more to $ZM trade. Claude is soooooo good and it's a great way to have exposure to Anthropic as Zoom owns equity in them and invested early when the company was tiny compared to it's most recent raise $ZM has a massive cash position too. Almost $8B they can allocate to buy backs. They trade at around 4x EV/Sales so risk is relatively low. Their enterprise business is strong and still growing even though the narrative is that they are dead. I don't care as much about their core business but I like the fact that it's low risk in my view and with options could be a potential moonshot as"  
[X Link](https://x.com/mattscottcap/status/2020895934708650482)  2026-02-09T16:21Z [----] followers, [----] engagements


"@Mr_Derivatives Something to keep an eye on right now"  
[X Link](https://x.com/mattscottcap/status/2020904972066443474)  2026-02-09T16:57Z [----] followers, [---] engagements


"@GrowthThesis Yeah man its definitely #1 in my eyes. Claude code and cowork is insane And that's why I am in it for a trade. I don't think the broader market is fully aware of this and it might show up as a larger position on their balance sheet in earnings and they may talk about it more"  
[X Link](https://x.com/mattscottcap/status/2020906465116995721)  2026-02-09T17:03Z [----] followers, [--] engagements


"@TippiYogi Yuppp was/is the same for $UPWK https://x.com/mattscottcap/status/1967211735221154050s=20 $UPWK monthly chart looks ready to explode https://t.co/qysMIiTPPP https://x.com/mattscottcap/status/1967211735221154050s=20 $UPWK monthly chart looks ready to explode https://t.co/qysMIiTPPP"  
[X Link](https://x.com/mattscottcap/status/2020912626448965644)  2026-02-09T17:28Z [----] followers, [---] engagements


"Bought some more $TEM shares and LEAPS $ZM calls And short-term $XSP lotto puts that I am fine going to [--] to hedge"  
[X Link](https://x.com/mattscottcap/status/2020940407862096071)  2026-02-09T19:18Z [----] followers, [---] engagements


"@axelderecho Yeah guidance is bad. It is sandbagging but it shouldn't be this bad"  
[X Link](https://x.com/mattscottcap/status/2020985660429988197)  2026-02-09T22:18Z [----] followers, [--] engagements


"@cesarsroy friday lol"  
[X Link](https://x.com/mattscottcap/status/2020985821978059121)  2026-02-09T22:19Z [----] followers, [--] engagements


"My initial thoughts on $UPWK Q4 '25 earnings. The stock absolutely nuked (-25% as I'm writing this). This is a huge overreaction imo but why is it down Two things the market didn't like: -Active clients declined 6% yoy -Weak Q1 '26 guidance The narrative was that AI makes freelancing jobs obsolete. My thesis would this would happen with some jobs but create others. In reality the thesis is playing out exactly how I thought. Categories like writing and translation have been declining and obviously get destroyed by AI which contributes to the customer count decline. There are more declines on"  
[X Link](https://x.com/mattscottcap/status/2021005007357628689)  2026-02-09T23:35Z [----] followers, [----] engagements


"@mbh20300 [---] P/FCF growing FCF clean balance sheet and buying back shares Huge over reaction and I think it's a great opportunity. Low risk/high reward imo"  
[X Link](https://x.com/mattscottcap/status/2021007594975096877)  2026-02-09T23:45Z [----] followers, [--] engagements


"@HedgeyeComm How does $UPWK get disrupted by AI"  
[X Link](https://x.com/mattscottcap/status/2021023204249145820)  2026-02-10T00:47Z [----] followers, [---] engagements


"$UPWK was at a [---] P/FCF (typo in the post) when I posted this. It ran 70% after. It is now at an [---] P/FCF No debt. Continued buybacks. Growing FCF $UPWK at an [--] p/e and [---] p/s is a deep fkn value. With AI making it easier than ever to start a business the demand for freelancers is going to skyrocket. $UPWK at an [--] p/e and [---] p/s is a deep fkn value. With AI making it easier than ever to start a business the demand for freelancers is going to skyrocket"  
[X Link](https://x.com/mattscottcap/status/2021024700290212066)  2026-02-10T00:53Z [----] followers, [----] engagements


"AI is more than just chatbots. And it's getting exponentially better every week. The biggest transformation of the world from AI will be healthcare. I am not talking about traditional healthcare companies. I am talking about companies at the frontline of innovation like many of the $ARKG holdings including $TEM The market has not realized this yet. If you are reading this right now you are so so early. And when the market does figure it out. Oh boy"  
[X Link](https://x.com/mattscottcap/status/2021033230581764223)  2026-02-10T01:27Z [----] followers, [----] engagements


"This guy gets it. $ZM @mattscottcap The consensus is pricing this as a zombie but the hidden equity creates massive asymmetry. You have a fortress balance sheet for downside protection and a moonshot on the best AI model in Claude for the upside. This is a good trade. @mattscottcap The consensus is pricing this as a zombie but the hidden equity creates massive asymmetry. You have a fortress balance sheet for downside protection and a moonshot on the best AI model in Claude for the upside. This is a good trade"  
[X Link](https://x.com/mattscottcap/status/2021038462544249259)  2026-02-10T01:48Z [----] followers, [---] engagements


"@axelderecho The Anthropic equity makes the r/r so good"  
[X Link](https://x.com/mattscottcap/status/2021042484361781757)  2026-02-10T02:04Z [----] followers, [--] engagements


"Added: $ZM calls $UPWK calls $LEN puts Port update coming tonight"  
[X Link](https://x.com/mattscottcap/status/2021234962163269973)  2026-02-10T14:49Z [----] followers, [---] engagements


"Agreed. I didn't deep dive into $PYPL earnings but on the surface it seemed like it was justified a bit (especially with kicking out CEO) This $UPWK quarter had [--] metric that market caught and dumped on at but ignored the fact that this was expected and is actually positive I wanted to use this chance to get the $PYPL bulls to take a look but I thought you guys would have PTSD 😂 But I do think it's deep value here. Glad you're taking a look my friend https://twitter.com/i/web/status/2021236423752327494 https://twitter.com/i/web/status/2021236423752327494"  
[X Link](https://x.com/mattscottcap/status/2021236423752327494)  2026-02-10T14:54Z [----] followers, [---] engagements


"Depends on the position each one is different $UPWK for example I wanted to go far out and get [----] LEAPS but the bid-ask spreads were terrible so i went [----]. My thought process is to go lighter for [----] and if the thesis is still there but stock doesn't reflect then I will add to [----] when spreads get better https://twitter.com/i/web/status/2021239136032608360 https://twitter.com/i/web/status/2021239136032608360"  
[X Link](https://x.com/mattscottcap/status/2021239136032608360)  2026-02-10T15:05Z [----] followers, [--] engagements


"Added some more $PATH calls. can I go 3/3 trading it"  
[X Link](https://x.com/mattscottcap/status/2021240990820917560)  2026-02-10T15:12Z [----] followers, [----] engagements


"Oh and the biggest buys today were adding more $TEM shares and LEAPS AI is more than just chatbots. And it's getting exponentially better every week. The biggest transformation of the world from AI will be healthcare. I am not talking about traditional healthcare companies. I am talking about companies at the frontline of innovation like many AI is more than just chatbots. And it's getting exponentially better every week. The biggest transformation of the world from AI will be healthcare. I am not talking about traditional healthcare companies. I am talking about companies at the frontline of"  
[X Link](https://x.com/mattscottcap/status/2021244534689038549)  2026-02-10T15:27Z [----] followers, [---] engagements


"I dont think you guys understand that commercial real estate is blowing up right before our eyes But everythings fine 🚨BLOODY HELL: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SPIKED to 12.3% an ALL-TIME HIGH. Office CMBS delinquencies are [---] percentage points above the post- Great Financial Crisis peak. The percentage has risen [--] TIMES since [----] https://t.co/L8PiZzeChT 🚨BLOODY HELL: The delinquency rate on US commercial mortgage-backed securities (CMBS) for offices SPIKED to 12.3% an ALL-TIME HIGH. Office CMBS delinquencies are [---] percentage"  
[X Link](https://x.com/mattscottcap/status/2021251429785108513)  2026-02-10T15:54Z [----] followers, [----] engagements


"@TheLAPurchaser idk but nothing putting $TEM in a bodybag"  
[X Link](https://x.com/mattscottcap/status/2021256514837659690)  2026-02-10T16:14Z [----] followers, [---] engagements


"Last chance for $LEN shorts before it goes sub $100"  
[X Link](https://x.com/mattscottcap/status/2021257052169838751)  2026-02-10T16:16Z [----] followers, [---] engagements


"This is really sad from $HOOD I wanted cortex and social sooo bad and because gambling prints money they are getting pushed to the side $HOOD Prediction markets became a #1 priority for Robinhood going into [----] and beyond. It was inevitable. https://t.co/jUxJuiUzS8 $HOOD Prediction markets became a #1 priority for Robinhood going into [----] and beyond. It was inevitable. https://t.co/jUxJuiUzS8"  
[X Link](https://x.com/mattscottcap/status/2021346583389086076)  2026-02-10T22:12Z [----] followers, [----] engagements


"@valleyinvesting They will all happen but Cortex and Social were originally going to be beginning of [--] and it seems like it's going to take longer now"  
[X Link](https://x.com/mattscottcap/status/2021353642692071766)  2026-02-10T22:40Z [----] followers, [--] engagements


"Long/Short Portfolio Update 2/10: Long - 68.6% $LMND - 38.6% $TEM - 18.9% $ARKG - 3.7% $UPWK - 3.1% $ZM - 2.5% $FVRR - 0.5% $PATH - 0.5% $TLT - 0.5% $FIG -0.3% Short - 31.4% $LEN - 10.8% $CVNA - 8% $ASTS - 4.8% $ARES - 3.1% $OKLO - 1.4% $IONQ - 1% $KRE - 0.7% $QBTS - 0.6% $ZION - 0.3% $OZK - 0.2% Long/Short Portfolio Update 2/5: Long - 65.6% $LMND - 36.1% $TEM - 15.2% $UPWK - 10.2% $ARKG - 2.9% $ZM - 0.6% $FVRR - 0.3% $ZETA - 0.2% $PATH - 0.2% Short - 34.4% $LEN - 10.2% $CVNA - 8.6% $ARES - 5.3% Long/Short Portfolio Update 2/5: Long - 65.6% $LMND - 36.1% $TEM - 15.2% $UPWK - 10.2% $ARKG -"  
[X Link](https://x.com/mattscottcap/status/2021356149824479663)  2026-02-10T22:50Z [----] followers, [---] engagements


"Keep in mind these are in terms of $ amt not exposure I sold my $UPWK shares and bought LEAPS and also bought $TEM $ZM $TLT and a tiny bit of $PATH and $FIG Also added to $LEN short and a little more of $KRE short"  
[X Link](https://x.com/mattscottcap/status/2021356151762452503)  2026-02-10T22:50Z [----] followers, [---] engagements


"Believe it or not this is bullish for $CVNA Auto loan credit quality is tumbling: average FICO scores for newly originated auto loans have plunged in recent quarters. https://t.co/6FUJ7WJDMl Auto loan credit quality is tumbling: average FICO scores for newly originated auto loans have plunged in recent quarters. https://t.co/6FUJ7WJDMl"  
[X Link](https://x.com/mattscottcap/status/2021359856360579164)  2026-02-10T23:05Z [----] followers, [----] engagements


"Wow this is huge for $TEM This is a significant milestone for individuals and families impacted by a lung cancer diagnosis which continues to be the leading cause of cancer-related deaths in the United States. This coverage will help ensure broader access to advanced tools for detecting #MRD and we are This is a significant milestone for individuals and families impacted by a lung cancer diagnosis which continues to be the leading cause of cancer-related deaths in the United States. This coverage will help ensure broader access to advanced tools for detecting #MRD and we are"  
[X Link](https://x.com/mattscottcap/status/2021371950032093514)  2026-02-10T23:53Z [----] followers, [---] engagements


"@RobStonks1 Yeah and logically thinking about it. A financial advisor is someone that talks to the person and understands their goals and risk they wanna take Who is going to trust AI with hundreds of thousands if not millions of dollars"  
[X Link](https://x.com/mattscottcap/status/2021435336329732157)  2026-02-11T04:05Z [----] followers, [--] engagements


"@RobStonks1 😂😂 Imagine being down millions and freaking out asking a bunch of questions and you run out of Claude tokens 💀💀"  
[X Link](https://x.com/mattscottcap/status/2021436814695997496)  2026-02-11T04:11Z [----] followers, [--] engagements


"send anthropic to 10T already $ZM to a trillion My friends at @AnthropicAI literally sit around a table and "pick [--] to [--] industries they can disrupt every week" and do whatever the best companies do but better. My friends at @AnthropicAI literally sit around a table and "pick [--] to [--] industries they can disrupt every week" and do whatever the best companies do but better"  
[X Link](https://x.com/mattscottcap/status/2021448838851228120)  2026-02-11T04:58Z [----] followers, [----] engagements


"@QTRResearch $UPWK is a better version of this play"  
[X Link](https://x.com/mattscottcap/status/2021462550106472848)  2026-02-11T05:53Z [----] followers, [---] engagements


"@CarioCapital This sounded crazy when $HOOD was at $150. and we got real close and still will might get there imo https://x.com/mattscottcap/status/1991667878656115181s=20 I can't wait to buy $HOOD at $65 https://x.com/mattscottcap/status/1991667878656115181s=20 I can't wait to buy $HOOD at $65"  
[X Link](https://x.com/mattscottcap/status/2021635034856534383)  2026-02-11T17:18Z [----] followers, [---] engagements


"@AdityaInvests90 I am not super deep into their business and financials But off a quick look right now it's at 66x sales For me to even consider taking a look it would have to be under 20x sales (probably wouldn't buy it there still) Assuming no dilution (there will be more) price = $20"  
[X Link](https://x.com/mattscottcap/status/2021652511426576660)  2026-02-11T18:28Z [----] followers, [--] engagements


"@Ironic_Ape Mac minis are a store of value Guess Im going to have to FOMO in and buy some"  
[X Link](https://x.com/mattscottcap/status/2021706961905963481)  2026-02-11T22:04Z [----] followers, [---] engagements


"@Wallfacer_LuoJi $UPWK 🫡"  
[X Link](https://x.com/mattscottcap/status/2021776782240711057)  2026-02-12T02:42Z [----] followers, [----] engagements


"@cesarsroy Claude make me an apartment building make no mistakes"  
[X Link](https://x.com/mattscottcap/status/2021966052293521484)  2026-02-12T15:14Z [----] followers, [--] engagements


"We are going to see another giant red candle on the monthly on $KRE when there's another banking crisis Bookmark this"  
[X Link](https://x.com/mattscottcap/status/2021972734881018327)  2026-02-12T15:40Z [----] followers, [---] engagements


"@ElmegTheWise1 Commercial real estate"  
[X Link](https://x.com/mattscottcap/status/2021975145855037806)  2026-02-12T15:50Z [----] followers, [--] engagements


"Bear markets are challenging to navigate because things seem like they are going to shit and people short Then there is a strong bounce and everyone buys thinking we've bottomed Then we drop lower Don't follow the heard. Be cautious. Don't be dumb with risk"  
[X Link](https://x.com/mattscottcap/status/2022001043429871964)  2026-02-12T17:33Z [----] followers, [---] engagements


"Time to squeeze the lemons (shorts) and make some $LMND Lemonade in a cup. $LMND 🍋🥤 https://t.co/KbgCu0V9Yi Lemonade in a cup. $LMND 🍋🥤 https://t.co/KbgCu0V9Yi"  
[X Link](https://x.com/mattscottcap/status/1967657734649872621)  2025-09-15T18:32Z [----] followers, [----] engagements


"1) Almost a quarter of the float is passive funds. If there's strength in the market the funds see inflows 2) I don't think it isn't real profit but they frame it as profit from flipping the car. The point was that profit is at significant risk right now and it also kills their entire business if the purchases of those loans stop. 3) They are growing volumes because subprime loans do very well when there is stress in the consumer. Subprime loans were doing amazing before the GFC. I said at the beginning of the article maybe they are doing some things right which contributes to the growth but"  
[X Link](https://x.com/mattscottcap/status/1994097658169033132)  2025-11-27T17:35Z [----] followers, [---] engagements


"Why I decided to go short $ARES: $ARES is essentially a large asset management firm that invests other people's money (pension funds endowments insurance companies wealthy individuals) into: -Private Credit / Direct Lending (66% of AUM) -Real Estate (20% of AUM) -Private Equity Infrastructure Secondaries Commercial real estate is absolutely screwed and is a ticking time bomb. Private credit (which consists of a lot of CRE) is also in trouble and has shown cracks in the past few months. I want to write a detailed article on this subject cause most people have no idea about CRE and why it is in"  
[X Link](https://x.com/mattscottcap/status/2018090341971210507)  2026-02-01T22:33Z [----] followers, [----] engagements


"$TEM is literally curing cancer. What a special company Once a year we gather all of our salespeople in one room.Spread amongst numerous specialty teams these 400+ individuals go to work each day with one common goal: bring precision medicine into real-world care. That work is complex. The stakes are high. Having a world class Once a year we gather all of our salespeople in one room.Spread amongst numerous specialty teams these 400+ individuals go to work each day with one common goal: bring precision medicine into real-world care. That work is complex. The stakes are high. Having a world"  
[X Link](https://x.com/mattscottcap/status/2019126596930793532)  2026-02-04T19:11Z [----] followers, [----] engagements


"This is the most disgusting behavior. Grifters on here really bother me There was a certain guy on here with 300k followers who shilled stuff like $IONQ then went radio silent and wiped his account of the history of it Leaving the bagholders in the dust Oh Mikey you absolute FRAUD Did you really just wipe all your $ASST posts 🤣🤣🤣🤣🤣🤣 A pure grifter through and through. X should just pull the plug on you already. https://t.co/HF8yr6dcs5 Oh Mikey you absolute FRAUD Did you really just wipe all your $ASST posts 🤣🤣🤣🤣🤣🤣 A pure grifter through and through. X should just pull the plug on"  
[X Link](https://x.com/mattscottcap/status/2019233263563231377)  2026-02-05T02:15Z [----] followers, [----] engagements


"If you have a long term time horizon $TEM is a generational buy here My fair value (base case) for $TEM is around $90-120. This does not include any of the catalysts in the pipeline such as AI/Algo reimbursement international expansion ect. My assumptions for [--] years: 25-30% CAGR 15% Long Term FCF Margins 4% Terminal Value Growth 10% WACC https://t.co/IN0LYkR2oe My fair value (base case) for $TEM is around $90-120. This does not include any of the catalysts in the pipeline such as AI/Algo reimbursement international expansion ect. My assumptions for [--] years: 25-30% CAGR 15% Long Term FCF"  
[X Link](https://x.com/mattscottcap/status/2019816767414317239)  2026-02-06T16:53Z [----] followers, [----] engagements


"@jakebrowatzke $TEM is a special opportunity nobody is paying attention to yet. It's a generational company Community just got started and I am going to be posting some more content soon in it https://x.com/i/communities/2012922977499664669 https://x.com/i/communities/2012922977499664669"  
[X Link](https://x.com/mattscottcap/status/2020011792169136288)  2026-02-07T05:48Z [----] followers, [---] engagements


"@GeneInvesting What are your thoughts on $TEM"  
[X Link](https://x.com/mattscottcap/status/2020535814950658298)  2026-02-08T16:30Z [----] followers, [---] engagements


"After further thought and more research I want to highlight some things from $UPWK earnings -GSV per active client up 7% yoy -GSV from AI Integration & Automation grew 90% yoy -GSV from Gen AI & Creative Production grew 50% yoy The thesis is playing out to the tee. And enterprise is coming. It's dirt cheap. My initial thoughts on $UPWK Q4 '25 earnings. The stock absolutely nuked (-25% as I'm writing this). This is a huge overreaction imo but why is it down Two things the market didn't like: -Active clients declined 6% yoy -Weak Q1 '26 guidance The narrative was that AI makes"  
[X Link](https://x.com/mattscottcap/status/2021444829868138657)  2026-02-11T04:42Z [----] followers, [---] engagements


"Btw I sold $PATH yesterday. 2/3 😂😂 Added some more $PATH calls. can I go 3/3 trading it https://t.co/6wAd3fK7Fr Added some more $PATH calls. can I go 3/3 trading it https://t.co/6wAd3fK7Fr"  
[X Link](https://x.com/mattscottcap/status/2021999188029120795)  2026-02-12T17:25Z [----] followers, [---] engagements


"$UPWK 🧠 Many companies trading right now like Network Effects don't exist Even though might be one of the most powerful moats in business Many companies trading right now like Network Effects don't exist Even though might be one of the most powerful moats in business"  
[X Link](https://x.com/mattscottcap/status/2022052554805575688)  2026-02-12T20:57Z [----] followers, [---] engagements


"It's all starting to come to light 🔎☀ I'm surprised it took this long for the market to realize commercial real estate is dead. https://t.co/5KzqJt5RoL I'm surprised it took this long for the market to realize commercial real estate is dead. https://t.co/5KzqJt5RoL"  
[X Link](https://x.com/mattscottcap/status/2022056282203861387)  2026-02-12T21:12Z [----] followers, [---] engagements


"I have had somewhat of an epiphany and realized that $AAPL might be a huge winner of AI. Things are changing fast"  
[X Link](https://x.com/mattscottcap/status/2022389471707328523)  2026-02-13T19:16Z [----] followers, [---] engagements


"Trueeee $LEN The best real estate trade of [----] wasn't buying a house. It was shorting one. The best real estate trade of [----] wasn't buying a house. It was shorting one"  
[X Link](https://x.com/mattscottcap/status/2022445570137153775)  2026-02-13T22:59Z [----] followers, [---] engagements

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