#  @mehtapraful123 Praful Mehta Praful Mehta posts on X about $app, $rbrk, app, ai the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1656107533973483523/interactions)  - [--] Week [------] -14% - [--] Month [------] +997% - [--] Months [-------] -45% ### Mentions: [--] [#](/creator/twitter::1656107533973483523/posts_active)  - [--] Month [--] -25% - [--] Months [---] +215% ### Followers: [---] [#](/creator/twitter::1656107533973483523/followers)  - [--] Week [---] +6.30% - [--] Month [---] +48% - [--] Months [---] +79% ### CreatorRank: [-------] [#](/creator/twitter::1656107533973483523/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations) [countries](/list/countries) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) **Social topic influence** [$app](/topic/$app) #13, [$rbrk](/topic/$rbrk), [app](/topic/app) #2581, [ai](/topic/ai), [meta](/topic/meta) #2577, [$meta](/topic/$meta) #47, [growth](/topic/growth), [in the](/topic/in-the), [$igv](/topic/$igv), [$qqq](/topic/$qqq) **Top accounts mentioned or mentioned by** [@bipulsinha](/creator/undefined) [@nietschecapital](/creator/undefined) [@ad_quant](/creator/undefined) [@applovin](/creator/undefined) [@berkshire](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@axonadsmanager](/creator/undefined) [@ciullo100](/creator/undefined) [@mbromberg](/creator/undefined) [@bgedelman](/creator/undefined) [@muddywatersre](/creator/undefined) [@tomleetracker](/creator/undefined) [@danivesprivate](/creator/undefined) [@openai](/creator/undefined) [@stockunlock](/creator/undefined) [@datadinvesting](/creator/undefined) [@thewoobles](/creator/undefined) [@hausanalytics](/creator/undefined) [@shapermint](/creator/undefined) [@trafilea](/creator/undefined) **Top assets mentioned** [AppLovin Corporation (APP)](/topic/$app) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Metadium (META)](/topic/$meta) [Bloom Energy Corporation (BE)](/topic/$be) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Zscaler Inc (ZS)](/topic/$zs) [GE Vernova Inc. (GEV)](/topic/$gev) [Unity Software Inc. (U)](/topic/$u) [Bitcoin (BTC)](/topic/$btc) [Quanta Services Inc (PWR)](/topic/$pwr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Enphase Energy Inc (ENPH)](/topic/$enph) [SPDR GOLD ETF (GLD)](/topic/$gld) [Oklo Inc. (OKLO)](/topic/$oklo) [American Electric Power Company Inc (AEP)](/topic/$aep) [FirstEnergy Corp. (FE)](/topic/$fe) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Shopify Inc (SHOP)](/topic/$shop) [SPX6900 (SPX)](/topic/$spx) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Electroneum (ETN)](/topic/$etn) ### Top Social Posts Top posts by engagements in the last [--] hours "Not sure what drives such a bearish view for $app over next [--]. Shorts won't drive down stock unless they have something new. Unlikely any SP500 inclusion or tiktok is in price today. Only logical explanation is $APP put being used to hedge for market risk and $MTM A $944K bearish opening put just hit the flow on $APP targeting the 5/30 expiry at the $34.50 strike (6.23% OTM) 📉🔥 Big money stepping in with size 🐋💰 https://t.co/tTzJ8Ef0cf A $944K bearish opening put just hit the flow on $APP targeting the 5/30 expiry at the $34.50 strike (6.23% OTM) 📉🔥 Big money stepping in with size 🐋💰" [X Link](https://x.com/mehtapraful123/status/1923116072766451722) 2025-05-15T20:39Z [--] followers, [----] engagements "Huge fan of Adam and his approach (very direct and straightforward) to managing (like transitioning from leading product to talent management) and growing $app. Great article and good timing as they great ready to join the S&P500 Business Insider just profiled our CEO and co-founder Adam as he leads AppLovins bold bid for TikTok. From humble beginnings to building a $100B+ company the story dives into the focus efficiency and conviction that define him and us. Thanks to Lara OReilly https://t.co/MPIAD12Lcc Business Insider just profiled our CEO and co-founder Adam as he leads AppLovins bold" [X Link](https://x.com/mehtapraful123/status/1930979846248673546) 2025-06-06T13:27Z [--] followers, [---] engagements "The playbook to attack $app is pretty clear - wait for some macro or momentum weakness (S&P500) and then put any claim of impropriety by anybody connected with App on many pages with plenty of disclaimers. Clearly market not buying nonsense. BUY" [X Link](https://x.com/mehtapraful123/status/1933192625428812109) 2025-06-12T16:00Z [--] followers, [---] engagements "@stock_unlock The is $APPF and not $App" [X Link](https://x.com/mehtapraful123/status/1933894364729872847) 2025-06-14T14:28Z [--] followers, [---] engagements "@DataDInvesting New tax bill from Senate. Great job S&P500 committee to keep $ENPH and not include $APP" [X Link](https://x.com/mehtapraful123/status/1934719438538068307) 2025-06-16T21:07Z [--] followers, [----] engagements "Great job S&P500 committee keeping $ENPH instead of replacing with $app. With new tax bill draft from Senate $ENPH is done. By allowing shorts and the vol to scare committee from including $app U are creating perverse incentive for shorts" [X Link](https://x.com/mehtapraful123/status/1934720101749575845) 2025-06-16T21:09Z [--] followers, [---] engagements "are $crcl and $CRWV buyers selling tech and comm stocks or is this all new money When does this party stop A few weeks before lock-up expiry" [X Link](https://x.com/mehtapraful123/status/1936173454224503049) 2025-06-20T21:24Z [--] followers, [--] engagements "With $app's fundamentals as strong as ever recent pullback reflects retail retreat and no catalyst for marginal buyer be it LO or HF. Can't time buys perfectly but valuation too compelling at 4.7% [----] FCF yield and 30-40 growth% Plan to step in this week" [X Link](https://x.com/mehtapraful123/status/1936849999717179732) 2025-06-22T18:13Z [--] followers, [---] engagements "Another great example of APP's amazing range of Ecomm successes Will be interesting to find out status of self-serve launch and number of ecomm customers onboarded. The Woobles @thewoobles wanted to understand the true incremental value driven by their AppLovin ads so they partnered with @HausAnalytics to run a geo-lift study isolating AppLovin's impact. 👇 The results A statistically significant 13.8% lift in DTC new customer sales and https://t.co/J3B2vTmaoV The Woobles @thewoobles wanted to understand the true incremental value driven by their AppLovin ads so they partnered with" [X Link](https://x.com/mehtapraful123/status/1937565851525480515) 2025-06-24T17:37Z [--] followers, [--] engagements "@Nietschecapital Given hedge fund dominated stock flow info used by HFs to frustrate retail investors. With no catalysts in the next few weeks HFs can play around. Just don't focus on the daily stuff.though agree it isn't easy" [X Link](https://x.com/mehtapraful123/status/1937972834812498118) 2025-06-25T20:35Z [--] followers, [---] engagements "In a market close to all-time highs it is amazing that a HIGH-QUALITY growth stock like $app is so CHEAP at 5% [----] FCF yield vs. a $meta at 3.3% $U at 4.4% $GOOG at 5.2%. It is levered to AI and growing at 30-40% over next few years - multiples of peers WAKE UP MARKET" [X Link](https://x.com/mehtapraful123/status/1938383369114444120) 2025-06-26T23:46Z [--] followers, [---] engagements "With $enph shrinking to a $5.3B mkt cap is it time to switch with $app in the S&P500 mid cycle Committee - do the right thing Today post market close" [X Link](https://x.com/mehtapraful123/status/1938643848156131732) 2025-06-27T17:01Z [--] followers, [--] engagements "$rbrk bankers likely hedging the share issuance for the Predibase acquisition today. That is why the high volume and the pressure on the stock" [X Link](https://x.com/mehtapraful123/status/1938707100395508115) 2025-06-27T21:12Z [--] followers, [--] engagements "All the selling on $RBRK post earnings is done Selling was related to convert VC exit and hedging for acq. related issuance. This is a $100+ stock and new acquisition seriously increases TAM. Great opportunity - I'm long" [X Link](https://x.com/mehtapraful123/status/1939785625961439272) 2025-06-30T20:38Z [--] followers, [--] engagements "600K units Great results for ecom team of [--] Nicely done. Shapermint @shapermint a women's intimates and apparel brand under @trafilea started testing AppLovin and quickly turned it into one of their top paid channels. In just one month they sold nearly 90k items through AppLovin. Fast-forward: They've passed 600k units sold and https://t.co/CZSAaRxL8k Shapermint @shapermint a women's intimates and apparel brand under @trafilea started testing AppLovin and quickly turned it into one of their top paid channels. In just one month they sold nearly 90k items through AppLovin. Fast-forward: They've" [X Link](https://x.com/mehtapraful123/status/1943340386375582020) 2025-07-10T16:03Z [--] followers, [--] engagements "@laurenbalik seems to have blocked me. Note that Shapermint is selling on Amazon and has solid reviews. There is no real short interest in $app so not sure if she just lost money in the past so continues her meaningless posts" [X Link](https://x.com/mehtapraful123/status/1943367984203915771) 2025-07-10T17:53Z [--] followers, [--] engagements "Some pretty solid buying of $app in the last [--] min today while $IGV had a brutal day. Pretty clear some big guys stepping in before earnings. My suggestion is to ignore vol and hold. Hedge beta with $IGV or $QQQ though don't see mkt crashing new few weeks" [X Link](https://x.com/mehtapraful123/status/1943411112470315326) 2025-07-10T20:44Z [--] followers, [---] engagements "I think @realDonaldTrump has pushed the envelope on tariffs beyond market's ability to ignore. His autocratic craziness also crossing all reasonable lines. TACO trade at risk. $SPY $QQQ are all down Mon and for the next week. I plan to buy $GLD $SLV and $BTC and short US market" [X Link](https://x.com/mehtapraful123/status/1944066457098174601) 2025-07-12T16:08Z [--] followers, [--] engagements "Totally agree. I think @realDonaldTrump has pushed the envelope on tariffs beyond market's ability to ignore. His autocratic craziness also crossing all reasonable lines. TACO trade at risk. $SPY $QQQ are all down Mon and for the next week. I plan to buy $GLD $SLV and $BTC Trump could trigger another market shock investors warn https://t.co/UQfVB7bziP Trump could trigger another market shock investors warn https://t.co/UQfVB7bziP" [X Link](https://x.com/mehtapraful123/status/1944068515637641528) 2025-07-12T16:17Z [--] followers, [---] engagements "This is much worse because now @realDonaldTrump knows about the TACO trade so he doesn't want to come off as weak. He will keep pushing till markets buckle and then who knows. With markets already overbought this is the time to sell US and buy $GLD $SLV $BTC or international Does everyone realize that were doing Liberation Day all over again https://t.co/IQTflBXoKW Does everyone realize that were doing Liberation Day all over again https://t.co/IQTflBXoKW" [X Link](https://x.com/mehtapraful123/status/1944069422458515912) 2025-07-12T16:20Z [--] followers, [--] engagements "Interesting with some significant new buys for $app. Question then is who is selling and why Anyway think more downside coming next week as the whole market resets with TACO trade at risk. I'll probably buy more $app before earnings and continue to hedge with $IGV $IBD SPECIAL REPORT - Top New Institutional BUYS $NVDA $PLTR $AVGO $TSM $NFLX $NET $META $COF $VRT $DIS $GE $GEV $NOW $HOOD $SHOP $AXON $APH $LPLA $APP $ANET $SPX $QQQ $XLK $SMH $IWM $NYSE $IGV $XLY https://t.co/Yew3TBGhix $IBD SPECIAL REPORT - Top New Institutional BUYS $NVDA $PLTR $AVGO $TSM $NFLX $NET $META $COF $VRT $DIS $GE" [X Link](https://x.com/mehtapraful123/status/1944074674335338524) 2025-07-12T16:41Z [--] followers, [---] engagements "I think $RBRK is a great business mngmt and stock which I plan to continue to hold long term. Don't trade this one though I do think it goes down further next week as the overall market resets to death of TACO. I'm short $PANW and long $RBRK" [X Link](https://x.com/mehtapraful123/status/1944076125539357020) 2025-07-12T16:47Z [--] followers, [----] engagements "For all those $app short term S&P500 inclusion traders before you sell out at a loss my suggestion is to wait a week as institutional buyers step in before erngs on 8/6. I think you can still exit at a profit even before 8/6. If you do sell tomm all I can say is I'm buying. THE TRADE DESK IS SET TO JOIN THE S&P500 $SPX $TTD +12% AH $APP -4% AH Jeff Green does it again https://t.co/LHKThLGMTn THE TRADE DESK IS SET TO JOIN THE S&P500 $SPX $TTD +12% AH $APP -4% AH Jeff Green does it again https://t.co/LHKThLGMTn" [X Link](https://x.com/mehtapraful123/status/1944884418478490083) 2025-07-14T22:19Z [--] followers, [---] engagements "Easiest long/short for the next few weeks: short $TTD after it is up 15-17% tomorrow am and long $app after it is down I'm guessing 3-5% tomorrow at open. The S&P500 inclusions fades and $app earnings will be solid. Front running my own trade given there will be plenty of room" [X Link](https://x.com/mehtapraful123/status/1944890984623419462) 2025-07-14T22:45Z [--] followers, [---] engagements "I would use this opportunity to sell $U and book your profit. Vector success if far from certain and at this prices $U has already priced in a lot of that upside. I don't have a position but if I did I would sell and wait for earnings. $U Unity Software Extends Gain Jefferies Issues Street-High Target - PT to $35 from $29 https://t.co/UGOWV1aHYN $U Unity Software Extends Gain Jefferies Issues Street-High Target - PT to $35 from $29 https://t.co/UGOWV1aHYN" [X Link](https://x.com/mehtapraful123/status/1945485603493019840) 2025-07-16T14:08Z [--] followers, [--] engagements "Given the @fundstrat rugpull time to sell his granny shots ETF and buy any other similar one. Don't give more money to this untrustworthy guy posting videos while orchestrating the pull" [X Link](https://x.com/mehtapraful123/status/1949979766393569338) 2025-07-28T23:46Z [--] followers, [--] engagements "The amazing $META results should make you really bullish on $APP . I'm back in and I think $app is poised for a really big Q. BTW - other names I love are $RBRK $BE and $GNRC" [X Link](https://x.com/mehtapraful123/status/1950658380684747042) 2025-07-30T20:42Z [--] followers, [---] engagements "Think $U not getting into mediation very bullish for $app. Most likely $U realizes they cannot compete in that space. I think institutional guys love old school $U and $TTD and are underweight $app. This is a great setup and with no threat from $U think $app has a great setup" [X Link](https://x.com/mehtapraful123/status/1953107593380937891) 2025-08-06T14:55Z [--] followers, [----] engagements "@Nietschecapital $U " we don't need to win a mediation in order to prosper and grow the business" "And by the way I'm not at all sure that the future of that of mediation ought to be a system which locks customers in to mediation by virtue of their user acquisition"" [X Link](https://x.com/mehtapraful123/status/1953120023892914485) 2025-08-06T15:44Z [--] followers, [--] engagements "If you don't see the GIGANTIC opportunity ahead for $app you were asleep during the call. AMAZING" [X Link](https://x.com/mehtapraful123/status/1953212304444801499) 2025-08-06T21:51Z [--] followers, [---] engagements "Growth will increase in [----] to probably 70-80%. The ecom + international opportunity is GIGANTIC. @B_Funk_ I think $APP has a shot at $6.5B of EBITDA in [----] which means the stock would now be trading at less than 20x [----] EV/EBITDA with EBITDA growing 65-70% this year and 40-50% next year. $APP will also get added to S&P [---] soon which is good for a 8-12% pop @B_Funk_ I think $APP has a shot at $6.5B of EBITDA in [----] which means the stock would now be trading at less than 20x [----] EV/EBITDA with EBITDA growing 65-70% this year and 40-50% next year. $APP will also get added to S&P [---] soon" [X Link](https://x.com/mehtapraful123/status/1953215323416449207) 2025-08-06T22:03Z [--] followers, [----] engagements "$APP growth opportunity ahead is GIGANTIC with $META the only real competition. Just think about that I think the $U threat is put to bed with ecom + international driving this to $1000 stock in a couple of Qs" [X Link](https://x.com/mehtapraful123/status/1953216166039589099) 2025-08-06T22:06Z [--] followers, [---] engagements "$RBRK @bipulsinha Negative reaction to earnings clearly overblown. However the risk of VCs and insiders selling after every earnings call is just too big to ignore. Management needs to manage this otherwise stock will languish for a few weeks post each earnings" [X Link](https://x.com/mehtapraful123/status/1966132049229787178) 2025-09-11T13:29Z [--] followers, [---] engagements "$APP stock dip is a great buying opportunity. This very irresponsible report on Bloomberg indicates SEC is investigating based on an issue that $APP team have addressed many times before. If this really wan an issue Google and Apple would have kicked $APP out a long time ago" [X Link](https://x.com/mehtapraful123/status/1975295299506872728) 2025-10-06T20:21Z [--] followers, 15.6K engagements "Aren't U $app shorts tired of the same old arguments Mr. @bgedelman - you've never experienced an unauthorized app install after trying I'm sure thousands of times and found [---] complaints - do you realize $app has 1.6B DAUs U need to do better homework How much are u down" [X Link](https://x.com/mehtapraful123/status/1978586789263614320) 2025-10-15T22:20Z [--] followers, [---] engagements "$app shorts including @muddywatersre - if you don't understand how $app works have you ever considered that maybe it is you This is truly an exceptional company doing cutting edge work in performance marketing taking on $META and $GOOG. Listen to tech pioneers and VCs - they hold $app in v high regard" [X Link](https://x.com/mehtapraful123/status/1978589287068426464) 2025-10-15T22:30Z [--] followers, [---] engagements "Hey @oliviasolon you never mentioned in your article that @bgedelman never experienced an unauthorized download himself (ever after 1000's of tries I'm sure). Pretty sleazy Also what's up with only negativity around $app Do Ur homework - they are a truly exceptional company in performance mktg. growing at 40-50% with amazing FCF. Maybe talk about that once in a while AppLovin has shut down a product linked to user and short-seller allegations that apps were being downloaded to mobile phones without consent The product called Array was offered to device-makers and carriers to promote or" [X Link](https://x.com/mehtapraful123/status/1978594588194443536) 2025-10-15T22:51Z [--] followers, [---] engagements "@muddywatersre Wow - that is some solid DD before taking on a short position Actually given the short interest in $app do you even have a short right now @muddywatersre To think I actually used to respect some of your work" [X Link](https://x.com/mehtapraful123/status/1978602014239035875) 2025-10-15T23:20Z [--] followers, [---] engagements "$app management - what an amazing Q and see such a phenomenal story ahead. This is a $1000 stock - not sure why people still don't get it" [X Link](https://x.com/mehtapraful123/status/1986206420883132885) 2025-11-05T22:58Z [--] followers, [----] engagements "While $app had exceptional earnings there are clearly clouds forming in the economy. $app is perceived as expensive and will get beat up if macro stuff like slowdown no rate cuts tariff etc. start to bite. Please either hedge position or short the market. My [--] cents" [X Link](https://x.com/mehtapraful123/status/1986612470593855868) 2025-11-07T01:51Z [--] followers, [---] engagements "There is no way this news is driving $app down. It has to be SEC related or something else pretty serious. Selling is relentless and somebody desperate to get out. $app $app" [X Link](https://x.com/mehtapraful123/status/1988298828521550001) 2025-11-11T17:32Z [--] followers, [---] engagements "Does anybody know what news on $BE that prompted the selloff today. Clearly more than just the AI worries - were they responsible for the delay at $CRWV" [X Link](https://x.com/mehtapraful123/status/1988354457617199331) 2025-11-11T21:13Z [--] followers, [---] engagements "Agreed. Think $app has another short seller building up a position before they share their latest findings. $APP sitting right at trendline support 👀 Be careful - dont rush a reversal play yet. Todays flow was bearish: over $5M in calls sold and $4M in puts bought 📉 https://t.co/MD9wpevZkv $APP sitting right at trendline support 👀 Be careful - dont rush a reversal play yet. Todays flow was bearish: over $5M in calls sold and $4M in puts bought 📉 https://t.co/MD9wpevZkv" [X Link](https://x.com/mehtapraful123/status/1988381700557320366) 2025-11-11T23:01Z [--] followers, [---] engagements "Either $BE has an issue with their execution or some big owner selling position. Suggest don't rush to get in till you find out what is causing this kind of selloff on large volumes. Does anybody know what news on $BE that prompted the selloff today. Clearly more than just the AI worries - were they responsible for the delay at $CRWV https://t.co/sWjHpVMnkV Does anybody know what news on $BE that prompted the selloff today. Clearly more than just the AI worries - were they responsible for the delay at $CRWV https://t.co/sWjHpVMnkV" [X Link](https://x.com/mehtapraful123/status/1988382317463957788) 2025-11-11T23:04Z [--] followers, [--] engagements "$RBRK earnings coming up 12/3. Expect a strong report given estimates in line with guidance and companies increasingly focused on cyber resilience per all earnings reports. Also avoids this whole AI weariness" [X Link](https://x.com/mehtapraful123/status/1988383181914173881) 2025-11-11T23:07Z [--] followers, [--] engagements "Even at 3.5% FCF yield and a brutal Thurs $APP not getting the love. Many of the big HFs don't own $APP per their 13Fs. It is time for an NDR to explain the story. Post the SP500 bump there hasn't been great follow-through. Unfortunately too many investors still don't get it" [X Link](https://x.com/mehtapraful123/status/1989446577732399268) 2025-11-14T21:33Z [--] followers, [----] engagements "For all the bulls out there like @TomLeeTracker @DanIvesprivate and all dip buyers times are changing. [--]. Economy is showing clear weakening signs. Just ask Grok: [--]. Fed will not cut due to rising inflation (tariff impacts now kicking in). The no cut is the trigger and markets are in for a big correction. The dead cat mini bounce of Friday will reverse next week. [--]. All tech $meta $msft $goog etc. are at risk when economy slows. Once their numbers weaken markets will expect capex spend on AI will be cut. There goes the $NVDA $VST $CEG $VRT $PWR and pretty much all utilities and industrials." [X Link](https://x.com/mehtapraful123/status/1989766143197012202) 2025-11-15T18:43Z [--] followers, [---] engagements "Simple thesis on why $RBRK is a great buy heading into earnings on 12/4. BTW - I'm short $IGV and $QQQ as a hedge so this is not a call on the overall market or tech/software. $RBRK is a huge opportunity going into this week as I expect Cyber names to have great earnings. As $PANW and $CRWD show strong earnings the whole sector will move up. With cyber threats increasing spend surely ramping up. $RBRK is the cheapest of all these companies and in a https://t.co/TTzRlgTrku $RBRK is a huge opportunity going into this week as I expect Cyber names to have great earnings. As $PANW and $CRWD show" [X Link](https://x.com/mehtapraful123/status/1990130386345541703) 2025-11-16T18:50Z [--] followers, [---] engagements "I'm back in. This is the right time to step in to $RBRK given how much it has sold off and clear upcoming catalysts with cyber names reporting and its own earnings on 12/4. Note I'm short $IGV and $QQQ $RBRK is a great company with strong growth management and a growing TAM. However stock just not getting the love so I'm out for now. Will look again closer to earnings but just no catalyst and all the love is for AI and AI related power and infrastructure right now. https://t.co/bojZHPYdzK $RBRK is a great company with strong growth management and a growing TAM. However stock just not getting" [X Link](https://x.com/mehtapraful123/status/1990160100632498251) 2025-11-16T20:48Z [--] followers, [---] engagements "Clear from $BTC and $ETH moves over the weekend that markets are in for a tough week and they should be - very overvalued given the weakening macro fundamentals and no rate cuts coming. Don't let the HFs fool you into dip buying because a big rug pull is coming. For all the bulls out there like @TomLeeTracker @DanIvesprivate and all dip buyers times are changing. [--]. Economy is showing clear weakening signs. Just ask Grok: https://t.co/YhNfTWgCL6. [--]. Fed will not cut due to rising inflation (tariff impacts now kicking in). The no cut is For all the bulls out there like @TomLeeTracker" [X Link](https://x.com/mehtapraful123/status/1990173955982754130) 2025-11-16T21:43Z [--] followers, [---] engagements "I think the perception is that $APP is expensive given the multiple constant short reports and a moat that not everybody believes or understands. For the big guys risk/reward not worth it. Solution apart from continued amazing execution is to meet more big LO and HF investors and explain the moat and why all the concerns on privacy are unfounded. Taking a position in the 100s of MM is tough to undo quickly and I'm sure the vol spooks them. Management has to meet and address these perceived risks one-on-one" [X Link](https://x.com/mehtapraful123/status/1990414902758895970) 2025-11-17T13:41Z [--] followers, [---] engagements "Till the $BTC and crypto related forced selling continues the markets will continue to go down. As usual nobody saw the insane leverage in the system related to all these treasury companies and the systemic risk we have added to the system Time to pray" [X Link](https://x.com/mehtapraful123/status/1991629409665839585) 2025-11-20T22:07Z [--] followers, [--] engagements "Don't let the crypto related selloff scare you. $RBRK and $APP are both trading at amazing [----] FCF yields of 2.9% ($RBRK) and $3.6% (APP) and both growing above 30%. Keep shorting $IGV or $QQQ till crypto craziness subsides but keep eye on fundamentals" [X Link](https://x.com/mehtapraful123/status/1991676182681776501) 2025-11-21T01:13Z [--] followers, [----] engagements "Watch out - the $APP giant is waking up. It really is incredibly cheap at 3.5% FCF yield. Catalyst is the opening up of its ecom advertising to one and all. Watch out for positive posts once they launch. Today was positive up 7.7% but still insanely cheap http://x.com http://x.com Don't let the crypto related selloff scare you. $RBRK and $APP are both trading at amazing [----] FCF yields of 2.9% ($RBRK) and $3.6% (APP) and both growing above 30%. Keep shorting $IGV or $QQQ till crypto craziness subsides but keep eye on fundamentals. https://t.co/4QMIKcYPql http://x.com http://x.com Don't let" [X Link](https://x.com/mehtapraful123/status/1993066082802823673) 2025-11-24T21:15Z [--] followers, [---] engagements "Check out the $RBRK buying in the last [--] min - big volume pushing up after languishing all day. My guess is HFs / LOs who knows this name know are accumulating prior to call on 12/4. Down from ATH at $100+ it has significantly underperformed $CIBR $CRWD and $ZS. Also VCs haven't sold this Q so clearly they understand intrinsic value and won't recycle capital at any level. Overall I continue to pound the table on this name Remember @bipulsinha is a Capitalist" [X Link](https://x.com/mehtapraful123/status/1993067916183433484) 2025-11-24T21:23Z [--] followers, [--] engagements "Check out the $RBRK buying in the last [--] min - big volume pushing up price after languishing all day. My guess is HFs / LOs who know this name are accumulating prior to call on 12/4. Down from ATH at $100+ $RBRK has significantly underperformed $CIBR $CRWD and $ZS. Also VCs haven't sold this Q - clear sign that they understand intrinsic value and won't recycle capital at any level. Overall I continue to pound the table on this name Remember @bipulsinha is a Capitalist https://twitter.com/i/web/status/1993073290294796566 https://twitter.com/i/web/status/1993073290294796566" [X Link](https://x.com/mehtapraful123/status/1993073290294796566) 2025-11-24T21:44Z [--] followers, [---] engagements "I'm happily buying the $ZS selloff. Who knows the exact driver for the sell-off but the margin miss in Q guidance was explained on call (new product investment) and they still beat on full year. Growth pillars accelerating. With fed in cutting stance investors looking for high quality growth names like $ZS" [X Link](https://x.com/mehtapraful123/status/1993459805822800283) 2025-11-25T23:20Z [--] followers, [----] engagements "And for those arguing $ZS is expensive it is currently trading at 2.5% FY2 FCF yield growing 25%. ($1.1B FCF and $44B Mkt cap). $CRWD at 1.8% FCF yield 22%G. I'm happily buying the $ZS selloff. Who knows the exact driver for the sell-off but the margin miss in Q guidance was explained on call (new product investment) and they still beat on full year. Growth pillars accelerating. With fed in cutting stance investors looking for high https://t.co/vgWUcghBk3 I'm happily buying the $ZS selloff. Who knows the exact driver for the sell-off but the margin miss in Q guidance was explained on call" [X Link](https://x.com/mehtapraful123/status/1993479960116519352) 2025-11-26T00:40Z [--] followers, [---] engagements "So $ZS down because analyst community feelings hurt about limited details on Red Canary - something $ZS had already said they will not break out in future. The FY26 EBIT is because of higher costs related to new product launches which will drive future growth. Selloff is a gift for investors ex-emotion $ZS Zscaler - Was the Holiday Bird Undercooked or Just the Right Temp Summary: On one hand this quarter was a solid start to the year with key F1Q26 metrics above guidance and/or consensus. Management continues to see traction with newer growth initiatives and noted that Y/Y" [X Link](https://x.com/mehtapraful123/status/1993674290688868796) 2025-11-26T13:32Z [--] followers, [----] engagements "On an EV/ARR/Growth multiple $CRWD $ZS $RBRK trading at 1.1x 0.43x and 0.41x respectively. Short $CRWD which is clearly overvalued. $ZS is a great fundamental story though I'll wait to step in till selling is done. $RBRK set for great Q and leader in their niche. Short $CRWD long $RBRK" [X Link](https://x.com/mehtapraful123/status/1995989064428691806) 2025-12-02T22:50Z [--] followers, [----] engagements "Short $CRWD Long $RBRK On an EV/ARR/Growth multiple $CRWD $ZS $RBRK trading at 1.1x 0.43x and 0.41x respectively. Short $CRWD which is clearly overvalued. $ZS is a great fundamental story though I'll wait to step in till selling is done. $RBRK set for great Q and leader in their niche. Short https://t.co/xWpFEvK4tu On an EV/ARR/Growth multiple $CRWD $ZS $RBRK trading at 1.1x 0.43x and 0.41x respectively. Short $CRWD which is clearly overvalued. $ZS is a great fundamental story though I'll wait to step in till selling is done. $RBRK set for great Q and leader in their niche. Short" [X Link](https://x.com/mehtapraful123/status/1996022982570107120) 2025-12-03T01:05Z [--] followers, [----] engagements "Well based on market moves I'm loading up on $ZS trading at an amazing discount of 0.4x EV/ARR/G Short $CRWD Long $RBRK Short $CRWD Long $RBRK" [X Link](https://x.com/mehtapraful123/status/1996270933045363175) 2025-12-03T17:30Z [--] followers, [---] engagements "B.U.Y $RBRK before close tomorrow. How bullish do you need the CEO to be If you don't know now you know. The Security and AI Operations Company. This. is. Rubrik. https://t.co/CP1EYixtHg If you don't know now you know. The Security and AI Operations Company. This. is. Rubrik. https://t.co/CP1EYixtHg" [X Link](https://x.com/mehtapraful123/status/1996391301600981097) 2025-12-04T01:29Z [--] followers, [----] engagements "$RBRK Amazing risk/reward setup. Went into last earnings at $98.50. It is now 30% cheaper. The weak guide last Q has pulled down estimates and it most likely meets or beats. It is trading at a 0.4x EV/ARR/Growth. Cheapest in sector with 30% growth CEO is keen to beat. Great fundamental momentum" [X Link](https://x.com/mehtapraful123/status/1996612270650950100) 2025-12-04T16:07Z [--] followers, [----] engagements "$RBRK - Just AMAZING Hats off to the Rubrik team" [X Link](https://x.com/mehtapraful123/status/1996697193542033781) 2025-12-04T21:44Z [--] followers, [----] engagements "BTW - there is still time to buy $RBRK. It is a $95+ stock and will get there in the next week or so as institutional guys realize this is a MUST OWN tech name $RBRK - Just AMAZING Hats off to the Rubrik team. https://t.co/T4YETDy0Vl $RBRK - Just AMAZING Hats off to the Rubrik team. https://t.co/T4YETDy0Vl" [X Link](https://x.com/mehtapraful123/status/1996697628659085414) 2025-12-04T21:46Z [--] followers, [---] engagements "$RBRK vol this morn is related to VCs who generally sell post earnings. Great to see strong volumes of buying coming in to support. Great sign - I would suggest adding or holding here as it shows big LO guys are stepping in" [X Link](https://x.com/mehtapraful123/status/1998058327150825591) 2025-12-08T15:53Z [--] followers, [----] engagements "Agreed. For the market they are going after they definitely do need to spend money to market and great to hear $APP doing that. With that kind of spend I'm sure the growth is going to be off the charts given they have all the other pieces perfected Steal under $1000 biggest thing I got from $app conference this morning was Adam saying they are going to do a lot more marketing which means a lot more pumping and recognition for the stock and the company. great sign to hear. biggest thing I got from $app conference this morning was Adam saying they are going to do a lot more marketing which" [X Link](https://x.com/mehtapraful123/status/1998465248857076098) 2025-12-09T18:50Z [--] followers, [---] engagements "For those who still dont see it $RBRK's going past a $100 - just look at the volumes There is still time to buy as I'm sure LOs see it as a great [----] name" [X Link](https://x.com/mehtapraful123/status/1998465629355946277) 2025-12-09T18:51Z [--] followers, [---] engagements "Only logical explanation for $RBRK is that somebody is building up a major short position in the stock and likely comes out with a report soon. Time to dig into the 10K/Q for issues" [X Link](https://x.com/mehtapraful123/status/2001307107220406606) 2025-12-17T15:02Z [--] followers, [----] engagements "I'm definitely one of the $RBRK bulls. If no short seller report then HFs and retail likely monetizing profits. Unfortunately momentum works on both up and downside. Anyway I'll buy more around late Dec as institutions would have achieved their lower basis cleared decks and will build positions in the new year. lol where did the $rbrk bulls go https://t.co/Nuljsco9Ie lol where did the $rbrk bulls go https://t.co/Nuljsco9Ie" [X Link](https://x.com/mehtapraful123/status/2001456207127552291) 2025-12-18T00:55Z [--] followers, [---] engagements "$RBRK bought a boat load yesterday (should have bought more) and today Obviously insanely cheap with no logical reason for the selloff. Ready for the santa rally with inflation off the table" [X Link](https://x.com/mehtapraful123/status/2001690922740789573) 2025-12-18T16:28Z [--] followers, [----] engagements "Everyone know that catalysts on $APP are round the corner with news on their ecom global launch. No question it is not priced in because impact is not in analyst estimates. Cannot afford to try and time this before/after year end. I've bought more ready for $1000" [X Link](https://x.com/mehtapraful123/status/2001694632820764701) 2025-12-18T16:42Z [--] followers, [---] engagements "$RBRK closes above $95 by year end. Those who missed earlier you have time now. Super cheap and amazing fundamentals that sold off thanks to some VC offloading and just negative market sentiment. Buy" [X Link](https://x.com/mehtapraful123/status/2002056259345006701) 2025-12-19T16:39Z [--] followers, [---] engagements "$APP and $RBRK and trading at ridiculous discounts again Both have catalysts coming with $APP more imminent. I've been buying since start of [----]. Both FCF yields look great - time to jump back in if U've been looking" [X Link](https://x.com/mehtapraful123/status/2008945001183518998) 2026-01-07T16:53Z [--] followers, [----] engagements "$APP trading at 3% FCF yield with growth likely above the 30% analysts are projecting. At 2% FCF yield $APP is a $1000 stock and that is what I'm expecting for this year at a minimum. Buy before $APP starts talking about the global ecom launch. Stats on Shopify are v promising" [X Link](https://x.com/mehtapraful123/status/2008948997411516812) 2026-01-07T17:09Z [--] followers, [----] engagements "If there was any risk of $app missing Q mgmt. wouldn't have been so bullish on Dec [--] conf in London. If any data guys could truly predict Q $APP woudn't have had the HUGE moves post earnings calls in 2024/25. Trust this team to deliver with relatively conservative estimates and limited ecom in guide. Reality is if Adam talks about ecom growth and strong runway for [----] the stock will POP even if Q beat isn't up to $APP's high standards. My suggestion is to block this noise and buy or hold. https://twitter.com/i/web/status/2011581284141642096 https://twitter.com/i/web/status/2011581284141642096" [X Link](https://x.com/mehtapraful123/status/2011581284141642096) 2026-01-14T23:28Z [--] followers, [----] engagements "btw - I think $BE is the least positively impacted by all this. Their major selling point is time to power and that is not really addressed through LT PPAs. However if PPAs are successful and they bring down the power price forward curve (which I think it will) then on margin it is negative to $BE. https://twitter.com/i/web/status/2012251340328566966 https://twitter.com/i/web/status/2012251340328566966" [X Link](https://x.com/mehtapraful123/status/2012251340328566966) 2026-01-16T19:51Z [--] followers, [---] engagements "Also if you aren't out of $VST $CEG $TLN at any price then you aren't thinking through this. Capacity auction will come tumbling down forward curves will come down. Next guidance by management WILL be down as they use forward curves. Get out now - Monday will be worse Backed up the truck $GEV $PWR and $OKLO. Lots of upside left in these stocks as markets truly understand how big the PPAs will have on providing certainty on cash flows and growth. Think about it locked in high growth = v low discount rate. 50% upside from here Backed up the truck $GEV $PWR and $OKLO. Lots of upside left in" [X Link](https://x.com/mehtapraful123/status/2012253562785407483) 2026-01-16T20:00Z [--] followers, [----] engagements "Strange short report on $APP with most of the text on unrelated entities. Angel Holdings which does own shares of $APP doesn't have any ML issues and the whole point on $APP used to 'generate' clean revenue using APP cannot be significant because it is a perf adv model where actual sales need to take place. Lots of scary language but no real meat Here is what @grok thinks of it: https://grok.com/share/bGVnYWN5_f2ccd808-2f77-4a9d-a9b9-1b17267a6fcb https://grok.com/share/bGVnYWN5_f2ccd808-2f77-4a9d-a9b9-1b17267a6fcb" [X Link](https://x.com/mehtapraful123/status/2013406353457332659) 2026-01-20T00:20Z [--] followers, [----] engagements "Again sell the generators like $VST $CEG and $TLN and buy the builders like $GEV $PWR $AEP $FE and $OKLO. The administration is telling you they will build more power and reduce power prices. Thesis has changed and so positions should change. Also if you aren't out of $VST $CEG $TLN at any price then you aren't thinking through this. Capacity auction will come tumbling down forward curves will come down. Next guidance by management WILL be down as they use forward curves. Get out now - Monday will be worse Also if you aren't out of $VST $CEG $TLN at any price then you aren't thinking through" [X Link](https://x.com/mehtapraful123/status/2013669068641817011) 2026-01-20T17:44Z [--] followers, [---] engagements "It is pretty clear with the $NVDA / $CRWV announcement that AI and its buildout will be as Bullish as ever this Q. With earnings approaching I'm v long AI buildout: $GEV and $PWR AI Monetization: $APP $META and AI Security/rewind: $RBRK" [X Link](https://x.com/mehtapraful123/status/2015824001205981261) 2026-01-26T16:27Z [--] followers, [---] engagements "Time to buy $GEV $PWR $BE $ETN and all the guys involved in building power plants + T&D ( $AEP $FE). This will speed up buildout and give a lot more clarity and specific $$ behind pipelines. Will definitely spur more generation buildout sooner" [X Link](https://x.com/mehtapraful123/status/2011941658795843612) 2026-01-15T23:20Z [--] followers, [----] engagements "@bipulsinha @rubrikInc A fan of your company and management team. However your stock struggles between earnings and makes it a very diff long term hold. You need more shareholder outreach and events between Qs. Too much vol doesn't help attract the right investor base to support your great LT story" [X Link](https://x.com/mehtapraful123/status/2016238299141062905) 2026-01-27T19:54Z [--] followers, [---] engagements "$RBRK management team - maybe time for some buybacks to show your confidence in the stock @bipulsinha and CFO (constant seller) - maybe now is the time" [X Link](https://x.com/mehtapraful123/status/2016982976634962408) 2026-01-29T21:13Z [--] followers, [--] engagements "Google project Genie will only help $APP as more games will need to join the Axon advertising platform to generate revenues" [X Link](https://x.com/mehtapraful123/status/2017259682272817313) 2026-01-30T15:32Z [--] followers, [---] engagements "$APP down because of Google Genie.unfounded but market is speaking and $APP management needs to address" [X Link](https://x.com/mehtapraful123/status/2017273572662653031) 2026-01-30T16:27Z [--] followers, [---] engagements "If this is true $META still doesn't have the Gaming presence to be a competing marketplace for ads. However they could impact $APP margins if they are able to become more prominent. So are they launching a competing bidding engine $APP is crashing because meta is back in in app ads not because of Gemini $APP is crashing because meta is back in in app ads not because of Gemini" [X Link](https://x.com/mehtapraful123/status/2017281865351041535) 2026-01-30T17:00Z [--] followers, [----] engagements "Backed up the truck $GEV $PWR and $OKLO. Lots of upside left in these stocks as markets truly understand how big the PPAs will have on providing certainty on cash flows and growth. Think about it locked in high growth = v low discount rate. 50% upside from here Time to buy $GEV $PWR $BE $ETN and all the guys involved in building power plants + T&D ( $AEP $FE). This will speed up buildout and give a lot more clarity and specific $$ behind pipelines. Will definitely spur more generation buildout sooner. https://t.co/mi50XAr9TZ Time to buy $GEV $PWR $BE $ETN and all the guys involved in building" [X Link](https://x.com/mehtapraful123/status/2012252237351792950) 2026-01-16T19:54Z [--] followers, [----] engagements "$RBRK selloff related to $CVLT weak guidance is non sensical. A competitor isn't doing as well doesn't mean the market for cyber resilience is struggling - all it means is that $RBRK is doing great and likely taking share. I'm happily buying today" [X Link](https://x.com/mehtapraful123/status/2016189688571113639) 2026-01-27T16:40Z [--] followers, [----] engagements "$RBRK now trading at 3.5% FCF yield with rev growth of more than 30% (consensus estimates are 24%). A bargain given they are dominant in their sector and a great management team" [X Link](https://x.com/mehtapraful123/status/2016262601651470524) 2026-01-27T21:30Z [--] followers, [----] engagements "nobody is doing F1 deal if their underlying business is slowing down Buy $RBRK" [X Link](https://x.com/mehtapraful123/status/2016535241561710849) 2026-01-28T15:34Z [--] followers, [----] engagements "if you want the amazing ad biz AI driven efficiency like $META but without the crazy capex spend I present $APP. Trading at a 4% FCF yield 35%+ growth and a HUGE TAM" [X Link](https://x.com/mehtapraful123/status/2016894944082866366) 2026-01-29T15:23Z [--] followers, [----] engagements "@Nietschecapital You may be right. However my humble suggestion is it will take time for the market to figure this out. Much better places to use your capital for the next few months" [X Link](https://x.com/mehtapraful123/status/2016929964562452492) 2026-01-29T17:42Z [--] followers, [---] engagements "$RBRK management @bipulsinha while the underlying story is strong you need to do more between earnings or your stock will stay uninvestible between earnings. For now I do believe your stock is being thrown out with the bathwater but with no rebuttal stock could keep falling. https://twitter.com/i/web/status/2016934063290937677 https://twitter.com/i/web/status/2016934063290937677" [X Link](https://x.com/mehtapraful123/status/2016934063290937677) 2026-01-29T17:58Z [--] followers, [---] engagements "$RBRK - we need a rewind it back for the stock price as well" [X Link](https://x.com/mehtapraful123/status/2016985397755044284) 2026-01-29T21:22Z [--] followers, [----] engagements "$RBRK management team - maybe time for you to personally buy some stock to show your confidence in the stock @bipulsinha and CFO (constant seller) - maybe now is the time" [X Link](https://x.com/mehtapraful123/status/2016986394254549080) 2026-01-29T21:26Z [--] followers, [----] engagements "@LovinAppLovin @ChristofidesPj unfounded concerns around project Genie from Google. That is why $U is dropping" [X Link](https://x.com/mehtapraful123/status/2017260902177747256) 2026-01-30T15:37Z [--] followers, [----] engagements "Here is what grok thinks about this selloff $APP BUY "No Google Genie (specifically Project Genie powered by Genie 3) does not currently pose a meaningful threat to AppLovin's business."" [X Link](https://x.com/mehtapraful123/status/2017278698815139854) 2026-01-30T16:48Z [--] followers, [---] engagements "The craziest buying opportunity I've seen on $APP. Those selling or not buying will regret on Mon" [X Link](https://x.com/mehtapraful123/status/2017296619532693890) 2026-01-30T17:59Z [--] followers, [----] engagements "Adam on $APP earnings call "More games created by Genie are a good thing and will create more demand for our perf advertising. We've competed with Admob and continue to dominate this marketp. Cannot see any scenario where all Genie developed games stay in a walled garden so only positive development for $APP" https://twitter.com/i/web/status/2017300243562242559 https://twitter.com/i/web/status/2017300243562242559" [X Link](https://x.com/mehtapraful123/status/2017300243562242559) 2026-01-30T18:13Z [--] followers, [----] engagements "$APP news - what we are have been saying today but market had other views" [X Link](https://x.com/mehtapraful123/status/2017345885579964751) 2026-01-30T21:15Z [--] followers, [----] engagements "That is very helpful. Was a crazy day for $U stock and I think the way to resolve is to put out a formal press release along with some comments from developers and the Google Genie team. With such a strong bias against software will take a proactive effort to counter. Personal share purchases also help show market your confidence. https://twitter.com/i/web/status/2017384103050445147 https://twitter.com/i/web/status/2017384103050445147" [X Link](https://x.com/mehtapraful123/status/2017384103050445147) 2026-01-30T23:47Z [--] followers, [---] engagements "Agree with your views on $U and liked the CEO's quick views on Friday. Lets see how the market behaves on Mon because logic may be right but not fighting this market. $APP BTW is even more clearly going to benefit from Genie. Some more thoughts on Genie [--] and Unity $U / Take-Two $TTWO Some more thoughts on Genie [--] and Unity $U / Take-Two $TTWO" [X Link](https://x.com/mehtapraful123/status/2018137915671396492) 2026-02-02T01:42Z [--] followers, [---] engagements "$APP: Piper reit $800 PT and Buy Benchmark $775PT and Buy. Glad to see the analyst community stepping up their support after the stupidest selloff on Fri No Better Deal in the entire S&P500" [X Link](https://x.com/mehtapraful123/status/2018330719336931394) 2026-02-02T14:28Z [--] followers, [---] engagements "@AxonAdsManager Very helpful $APP team and Adam for that color. Question is does the entry of $META in the non-IDFA traffic sometime in the future compress your margins I think that is the question most investors are grappling with right now" [X Link](https://x.com/mehtapraful123/status/2018368220323786860) 2026-02-02T16:57Z [--] followers, [---] engagements "@DavidWeinetayg @AxonAdsManager It is not about share. If Meta starts bidding for the same one user who has a high probability to buy a bag then $APP costs go up across the board. So Gross Margins are down and they already run a pretty lean ship so no cost cutting will offset this kind of GM impact" [X Link](https://x.com/mehtapraful123/status/2018383173499900017) 2026-02-02T17:57Z [--] followers, [---] engagements "What it could also do is reduce the share that $APP and $META keep. So definitely beneficial for the advertiser who likely sees an increase in ROAS but margins for both $APP and $META compress. Not sure volume pickup would be anywhere close to marking up margin loss and volume pickup spread over [--] giants. https://twitter.com/i/web/status/2018387878834032948 https://twitter.com/i/web/status/2018387878834032948" [X Link](https://x.com/mehtapraful123/status/2018387878834032948) 2026-02-02T18:15Z [--] followers, [---] engagements "Is $META back competing with $APP and $U Only reason I can think of why the stocks are down pre-market" [X Link](https://x.com/mehtapraful123/status/2019042911850320124) 2026-02-04T13:38Z [--] followers, [----] engagements "$RBRK directors selling shares at current prices is probably the INVERSE of what you would want to see. I'm out" [X Link](https://x.com/mehtapraful123/status/2019043213206859850) 2026-02-04T13:39Z [--] followers, [---] engagements "Amazing Q and guidance by $GOOG. They are becoming the new OS in the AI era. High capex is what will help them become dominant. BUY. Also hugely bullish for $GEV and $BE" [X Link](https://x.com/mehtapraful123/status/2019196316463812817) 2026-02-04T23:48Z [--] followers, [---] engagements "Now that the fever is breaking you still have time in the pre-market. $BE is going to $200+.it is a buy and keep. Just listen to the call. $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing" [X Link](https://x.com/anyuser/status/2019720050723406332) 2026-02-06T10:29Z [---] followers, [---] engagements "My suggestion to $APP management is to just keep executing and beating the competition. There is absolutely nothing you can do about the stock price in the short term. I would suggest buying back shares yet - there is more selling to come as the whole tech spaces gets revalued" [X Link](https://x.com/anyuser/status/2022087592960020926) 2026-02-12T23:17Z [---] followers, [---] engagements "Crucial week coming up for $APP to say the least. Clearly risk assets will take a beating to start the week with Warsh effect. Add Genie perception to the mix and $APP likely to start down on Mon. Question is can they address investor concerns or have enough of a blowout that Genie/risk/software noise will not matter. My vote is for blowout but the bar is high https://twitter.com/i/web/status/2018028183933669792 https://twitter.com/i/web/status/2018028183933669792" [X Link](https://x.com/mehtapraful123/status/2018028183933669792) 2026-02-01T18:26Z [---] followers, [----] engagements "$APP team - @AxonAdsManager @AppLovin appreciate the blog by Adam. Below is what some investors are trying to answer per Gemini "In short Meta doesn't need to "beat" AXON outright; simply flooding auctions with competitive bids on the privacy-constrained traffic AppLovin mastered reduces AppLovin's ability to capture outsized value from that inventory." https://twitter.com/i/web/status/2018371793203921351 https://twitter.com/i/web/status/2018371793203921351" [X Link](https://x.com/mehtapraful123/status/2018371793203921351) 2026-02-02T17:11Z [---] followers, [----] engagements "Because the stock is going to reflect this concern. So better for $APP to address this concern head on. Clearly will be the first question on the earnings call. The blog guys suggested that what $META did the last 2-3 days was a precursor to stepping in to this market so clearly needs to be addressed. https://twitter.com/i/web/status/2018389948995391536 https://twitter.com/i/web/status/2018389948995391536" [X Link](https://x.com/mehtapraful123/status/2018389948995391536) 2026-02-02T18:23Z [---] followers, [---] engagements "$RBRK management and @bipulsinha - this is a serious issue that you guys need to address. Put out more financial updates personally buy back stock analyst meetings/calls.DO SOMETHING No good investor can hold on and you stock will be pushed to the don't touch basket ignoring all fundamentals. 💪 TOP [--] STOCKS WHERE SHORTS ARE EMBOLDENED (stocks where shorts are in control + short sellers have little reason to cover anytime soon PLUS new shorts may be emboldened to pile on) $FIG $TTD $DUOL $CRCL $MNDY $BMNR $NTNX $HUBS $SFM $WIX $MSTR $SLNO $DD $BLSH $TEAM $HIMS $RBRK https://t.co/RenG9PSzYH" [X Link](https://x.com/mehtapraful123/status/2018392261180932214) 2026-02-02T18:33Z [---] followers, [----] engagements "$FSLR benefits from India tariff reduction as it now has better options for its India volume. Also the $TSLA threat isn't real given their tech and demand Supply. BUY" [X Link](https://x.com/mehtapraful123/status/2018413768036753658) 2026-02-02T19:58Z [--] followers, [---] engagements "I'm buying more $APP and $RBRK. No idea if selling in software is done but deals too good to pass up and I see volume stepping up for both of these names" [X Link](https://x.com/mehtapraful123/status/2018788199930446200) 2026-02-03T20:46Z [---] followers, [---] engagements "$RBRK @bipulsinha - GREAT move to use the press release on mgmt. change to highlight that $RBRK EXCEEDED all guided metrics for Q4 A little preview for the shorts Get ready for the squeeze" [X Link](https://x.com/mehtapraful123/status/2019195465338876350) 2026-02-04T23:44Z [---] followers, [----] engagements "$BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ" [X Link](https://x.com/anyuser/status/2019570357368418646) 2026-02-06T00:34Z [---] followers, [---] engagements "Now that the fever is breaking remember $RBRK already gave us the answer. They had another AMAZING Q and we already know that because they put it in an 8K Market was so crazy that it didn't care - but if things are coming back in to focus focus on $RBRK $RBRK @bipulsinha - GREAT move to use the press release on mgmt. change to highlight that $RBRK EXCEEDED all guided metrics for Q4 A little preview for the shorts Get ready for the squeeze https://t.co/ULMrJ6A9eH $RBRK @bipulsinha - GREAT move to use the press release on mgmt. change to highlight that $RBRK EXCEEDED all guided metrics for Q4 A" [X Link](https://x.com/mehtapraful123/status/2019719341189795926) 2026-02-06T10:26Z [---] followers, [---] engagements "$RBRK @bipulsinha This launch and the $CRWD integration show you why Rubrik will be one of the winners in this AI / Agentic world. We already know they are beating this Q so above 33% rev growth Short- and long-term Qs answered and trading at a 3.8% 2028FCF yield. B U Y AI Agents are rapidly reshaping the enterprise landscape promising unprecedented speed and automation. But how do you empower your organization to innovate without exposing your data and infrastructure to unchecked risks Join us for the launch of Rubrik Agent Cloud on Feb. 18th https://t.co/Qfh8l7o4yc AI Agents are rapidly" [X Link](https://x.com/anyuser/status/2020530109485134258) 2026-02-08T16:08Z [---] followers, [---] engagements "Great job $APP - Nobody just apologizes even if they are wrong unless there is significant threat of legal action Great job and please stay aggressive Shows you with the market reaction today that even the stupidest of short report create an overhang on the stock. Stocking going back to $750 BUY https://twitter.com/i/web/status/2020884819282960780 https://twitter.com/i/web/status/2020884819282960780" [X Link](https://x.com/anyuser/status/2020884819282960780) 2026-02-09T15:37Z [---] followers, [----] engagements "For those wondering $APP is still a BUY today. Ignore the % change and look at the $ price. They will have blowout earnings and stock going back to $750. Hope this puts things in context. For avoidance of doubt I continue to buy and already have a significant position" [X Link](https://x.com/anyuser/status/2020939182483632524) 2026-02-09T19:13Z [---] followers, [---] engagements "For all you guys complaining about @bipulsinha post stop the whining. Speak to Elon first if you have any issues with CEO communication. Also Bipul is brilliant and built a juggernaut that is making U guys a ton of money so accept / try and appreciate and move on. $RBRK Buy Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall. https://t.co/3uSjgSWRC4 Some part of investing are" [X Link](https://x.com/anyuser/status/2021272997181460606) 2026-02-10T17:20Z [---] followers, [---] engagements "Today's another episode in $APP's trial by fire. As AI gets more powerful imagine what $APPs models monetized this Q on perf advertising $META and $GOOG have already given you the answer. And no capex ecom crazy growth. BUY or at a min Hold On For all the $app newbies (including the large LO/HFs) who came in with the SP500 inclusion but got burnt welcome to $app's trial by fire Still time to get back in before it pops post earnings and you are underweight Here is why: - Has an incredibly strong MOAT dominating the https://t.co/qxI2DhiZp1 For all the $app newbies (including the large LO/HFs)" [X Link](https://x.com/anyuser/status/2021642914104061993) 2026-02-11T17:50Z [---] followers, [----] engagements "Think of $APP as the @OpenAI for the advertising and gaming vertical. What they have is the BEST AI for monetizing gaming customers using perf advertising. It is the future of what these specialized AI companies in vertical domains will look like Low head count low capex crazy growth and margins. https://twitter.com/i/web/status/2021650966563479569 https://twitter.com/i/web/status/2021650966563479569" [X Link](https://x.com/anyuser/status/2021650966563479569) 2026-02-11T18:22Z [---] followers, [---] engagements "$APP team did a great job addressin all the issues around $META other competitors and other investor concerns. For now market refuses to believe. At this valuation of $5% FCF yield 40%+ growth and such business momentum just gotta wait out this market tantrum" [X Link](https://x.com/anyuser/status/2021722863166763349) 2026-02-11T23:07Z [---] followers, [----] engagements ".and the market still doesn't care $RBRK should be meaningfully up. Just tells you where sentiment is - not sure what is going to change it. $RBRK just pre-announced Q4 earnings due to their CRO exiting the company. Following our record third quarter we just finished a very strong fourth quarter with preliminary results exceeding all guided metrics Stock is trading at a discount to $CRWD but growing faster https://t.co/yfA8r0KLwp $RBRK just pre-announced Q4 earnings due to their CRO exiting the company. Following our record third quarter we just finished a very strong fourth quarter with" [X Link](https://x.com/mehtapraful123/status/2019453226689376293) 2026-02-05T16:49Z [---] followers, [---] engagements "@ciullo100 @AppLovin @MBromberg Vertical integration of $APPs advertising tools/engines and imagine if they used their Axon bidding engine instead of $U vector in terms of returns" [X Link](https://x.com/mehtapraful123/status/2022692119467393266) 2026-02-14T15:19Z [---] followers, [---] engagements "Guys the reality is $IGV $APP and all software is uninvestable right now. No big money wants to take the risk to buy as nobody know what will happen with AI. My suggestion is short $IGV as it looks like there is a lot more resetting that needs to happen" [X Link](https://x.com/anyuser/status/2021977055974633802) 2026-02-12T15:57Z [---] followers, [---] engagements "Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space - NOT software company. Think of them as the Google of Gaming - Huge growth opportunity in existing business + now expanding to sell more products to users - As they are AI first company this is the displacer not the displacee. Plenty of competition but still dominant - Technology talent culture are the Moat along with" [X Link](https://x.com/anyuser/status/2021738496495321398) 2026-02-12T00:09Z [---] followers, [----] engagements "Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying" [X Link](https://x.com/anyuser/status/2022397107018305623) 2026-02-13T19:46Z [---] followers, [----] engagements "Has @berkshire stepped in to $APP Great opportunity to make up for their $GOOG miss to buy $APP at this discounted valuation Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at" [X Link](https://x.com/anyuser/status/2022403935286497638) 2026-02-13T20:14Z [---] followers, [---] engagements "Time for $U to sell itself to $APP. Great synergies and clearly the market is struggling with the standalone $U business. Time to restart talks - clearly a win-win @applovin @MBromberg" [X Link](https://x.com/anyuser/status/2022427379197710455) 2026-02-13T21:47Z [---] followers, [---] engagements "For all the debate with $APP I think this is the underlying issue: - $META and $GOOG own their audience (social/search) so ready base of customers to monetize. - $APP doesn't 'own' their customers as gaming companies are free to choose any monetization or bidding engine to sell adds. - So if a competitor steps in it will eat into $APPs margins or worse - However what $APP owns is the Axon bidding / mediation engine which is so good that gaming companies will continue to use it sell their ads because: --- There is significant friction is going to another bidding platform especially when the" [X Link](https://x.com/anyuser/status/2022458260633096631) 2026-02-13T23:49Z [---] followers, [---] engagements "@wealthmatica The crazy thing is $APP is NOT a SaaS company at all. They are the gaming advertising monetizing engine/marketplace. They don't sell their software to anybody. They are a AI / tech company similar to $META and $GOOG" [X Link](https://x.com/mehtapraful123/status/2022675715540545917) 2026-02-14T14:14Z [---] followers, [----] engagements "Your assumed DD guaranteed growth is incorrect. Easy for robotaxi AI to find the best marketplace (Uber/lyft/new AI version) to monetize its services so margins compress as Uber intermediation value declines. So still a player but lower growth lower margins. This will show up in guidance soon given the speed of robotaxi buildout. As soon as guidance reflects this growth/margins marginal change stock price will value company very differently. https://twitter.com/i/web/status/2022682089355677721 https://twitter.com/i/web/status/2022682089355677721" [X Link](https://x.com/mehtapraful123/status/2022682089355677721) 2026-02-14T14:39Z [---] followers, [----] engagements "@BillAckman - have you looked at @APP They OWN the mediation of advertising to [--] billion daily active users in the gaming space. They make money by bidding themselves (using best in class AI) on their platform (Axon) for advertising and charging a fee (5%) to others who bid successfully on their platform. Their AI tech is best in class allowing them to bid/monetize customers extremely efficiently with 10+yrs of data on their users. - Stock down recently because market concerned $META might compete in this space by bidding aggressively and eat into margins - However the moat is $APPs AI tech" [X Link](https://x.com/mehtapraful123/status/2022687642224050364) 2026-02-14T15:01Z [---] followers, [--] engagements "The smart ones get it on $APP - Citadel bullish" [X Link](https://x.com/anyuser/status/2022772617413894538) 2026-02-14T20:39Z [---] followers, [---] engagements "The smart ones get it on $APP - Citadel bullish" [X Link](https://x.com/anyuser/status/2022772617413894538) 2026-02-14T20:39Z [---] followers, [---] engagements "For all the debate with $APP I think this is the underlying issue: - $META and $GOOG own their audience (social/search) so ready base of customers to monetize. - $APP doesn't 'own' their customers as gaming companies are free to choose any monetization or bidding engine to sell adds. - So if a competitor steps in it will eat into $APPs margins or worse - However what $APP owns is the Axon bidding / mediation engine which is so good that gaming companies will continue to use it sell their ads because: --- There is significant friction is going to another bidding platform especially when the" [X Link](https://x.com/anyuser/status/2022458260633096631) 2026-02-13T23:49Z [---] followers, [---] engagements "Time for $U to sell itself to $APP. Great synergies and clearly the market is struggling with the standalone $U business. Time to restart talks - clearly a win-win @applovin @MBromberg" [X Link](https://x.com/anyuser/status/2022427379197710455) 2026-02-13T21:47Z [---] followers, [---] engagements "Has @berkshire stepped in to $APP Great opportunity to make up for their $GOOG miss to buy $APP at this discounted valuation Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at" [X Link](https://x.com/anyuser/status/2022403935286497638) 2026-02-13T20:14Z [---] followers, [---] engagements "Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space - NOT software company. Think of them as the Google of Gaming - Huge growth opportunity in existing business + now expanding to sell more products to users - As they are AI first company this is the displacer not the displacee. Plenty of competition but still dominant - Technology talent culture are the Moat along with" [X Link](https://x.com/anyuser/status/2021738496495321398) 2026-02-12T00:09Z [---] followers, [----] engagements "Great opportunity to buy $APP which is giving you uncorrelated returns given it is so discounted. Significant buying support showing up going into close. Buy before close as this volume is meaningful. Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying. Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying" [X Link](https://x.com/anyuser/status/2022401342321656240) 2026-02-13T20:03Z [---] followers, [---] engagements "Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying" [X Link](https://x.com/anyuser/status/2022397107018305623) 2026-02-13T19:46Z [---] followers, [----] engagements "My suggestion to $APP management is to just keep executing and beating the competition. There is absolutely nothing you can do about the stock price in the short term. I would suggest buying back shares yet - there is more selling to come as the whole tech spaces gets revalued" [X Link](https://x.com/anyuser/status/2022087592960020926) 2026-02-12T23:17Z [---] followers, [---] engagements "Guys the reality is $IGV $APP and all software is uninvestable right now. No big money wants to take the risk to buy as nobody know what will happen with AI. My suggestion is short $IGV as it looks like there is a lot more resetting that needs to happen" [X Link](https://x.com/anyuser/status/2021977055974633802) 2026-02-12T15:57Z [---] followers, [---] engagements "$APP team did a great job addressin all the issues around $META other competitors and other investor concerns. For now market refuses to believe. At this valuation of $5% FCF yield 40%+ growth and such business momentum just gotta wait out this market tantrum" [X Link](https://x.com/anyuser/status/2021722863166763349) 2026-02-11T23:07Z [---] followers, [----] engagements "This $APP reaction will reverse guys. Beat on everything and no reason to be down" [X Link](https://x.com/anyuser/status/2021694752442241227) 2026-02-11T21:16Z [---] followers, [----] engagements "Think of $APP as the @OpenAI for the advertising and gaming vertical. What they have is the BEST AI for monetizing gaming customers using perf advertising. It is the future of what these specialized AI companies in vertical domains will look like Low head count low capex crazy growth and margins. https://twitter.com/i/web/status/2021650966563479569 https://twitter.com/i/web/status/2021650966563479569" [X Link](https://x.com/anyuser/status/2021650966563479569) 2026-02-11T18:22Z [---] followers, [---] engagements "Today's another episode in $APP's trial by fire. As AI gets more powerful imagine what $APPs models monetized this Q on perf advertising $META and $GOOG have already given you the answer. And no capex ecom crazy growth. BUY or at a min Hold On For all the $app newbies (including the large LO/HFs) who came in with the SP500 inclusion but got burnt welcome to $app's trial by fire Still time to get back in before it pops post earnings and you are underweight Here is why: - Has an incredibly strong MOAT dominating the https://t.co/qxI2DhiZp1 For all the $app newbies (including the large LO/HFs)" [X Link](https://x.com/anyuser/status/2021642914104061993) 2026-02-11T17:50Z [---] followers, [----] engagements "For all the $app newbies (including the large LO/HFs) who came in with the SP500 inclusion but got burnt welcome to $app's trial by fire Still time to get back in before it pops post earnings and you are underweight Here is why: - Has an incredibly strong MOAT dominating the gaming advert market with the amazing technology/AI. - Trading at a 4% FCF yield and 40%+ growth and benefiting from AI (not displaced by it) - Entering HUGE ecom mkt which will drive growth for years with no capex burden - Short report frequency to reduce given $APP will destroy short's credibility/business (see recent" [X Link](https://x.com/anyuser/status/2021285044770197539) 2026-02-10T18:08Z [---] followers, [----] engagements "For all you guys complaining about @bipulsinha post stop the whining. Speak to Elon first if you have any issues with CEO communication. Also Bipul is brilliant and built a juggernaut that is making U guys a ton of money so accept / try and appreciate and move on. $RBRK Buy Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall. https://t.co/3uSjgSWRC4 Some part of investing are" [X Link](https://x.com/anyuser/status/2021272997181460606) 2026-02-10T17:20Z [---] followers, [---] engagements "Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall" [X Link](https://x.com/anyuser/status/2021181200170156138) 2026-02-10T11:15Z [----] followers, 12.2K engagements "For those wondering $APP is still a BUY today. Ignore the % change and look at the $ price. They will have blowout earnings and stock going back to $750. Hope this puts things in context. For avoidance of doubt I continue to buy and already have a significant position" [X Link](https://x.com/anyuser/status/2020939182483632524) 2026-02-09T19:13Z [---] followers, [---] engagements "Great job $APP - Nobody just apologizes even if they are wrong unless there is significant threat of legal action Great job and please stay aggressive Shows you with the market reaction today that even the stupidest of short report create an overhang on the stock. Stocking going back to $750 BUY https://twitter.com/i/web/status/2020884819282960780 https://twitter.com/i/web/status/2020884819282960780" [X Link](https://x.com/anyuser/status/2020884819282960780) 2026-02-09T15:37Z [---] followers, [----] engagements "Correction and Apology Capitalwatch hereby announces significant revisions to the investigative report published on January [--] [----] titled "The Southeast Asian Money Laundering Syndicate's NASDAQ "Laundromat"We are http://x.com/i/article/2020721461586210816 http://x.com/i/article/2020721461586210816" [X Link](https://x.com/anyuser/status/2020722163091959904) 2026-02-09T04:51Z [---] followers, 167.5K engagements "$RBRK @bipulsinha This launch and the $CRWD integration show you why Rubrik will be one of the winners in this AI / Agentic world. We already know they are beating this Q so above 33% rev growth Short- and long-term Qs answered and trading at a 3.8% 2028FCF yield. B U Y AI Agents are rapidly reshaping the enterprise landscape promising unprecedented speed and automation. But how do you empower your organization to innovate without exposing your data and infrastructure to unchecked risks Join us for the launch of Rubrik Agent Cloud on Feb. 18th https://t.co/Qfh8l7o4yc AI Agents are rapidly" [X Link](https://x.com/anyuser/status/2020530109485134258) 2026-02-08T16:08Z [---] followers, [---] engagements "AI Agents are rapidly reshaping the enterprise landscape promising unprecedented speed and automation. But how do you empower your organization to innovate without exposing your data and infrastructure to unchecked risks Join us for the launch of Rubrik Agent Cloud on Feb. 18th 👉 https://go.rbrk.co/7y5ube https://go.rbrk.co/7y5ube" [X Link](https://x.com/anyuser/status/2019880062401544264) 2026-02-06T21:05Z 43.7K followers, [----] engagements "Now that the fever is breaking you still have time in the pre-market. $BE is going to $200+.it is a buy and keep. Just listen to the call. $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing" [X Link](https://x.com/anyuser/status/2019720050723406332) 2026-02-06T10:29Z [---] followers, [---] engagements "$BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ" [X Link](https://x.com/anyuser/status/2019570357368418646) 2026-02-06T00:34Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mehtapraful123 Praful Mehta
Praful Mehta posts on X about $app, $rbrk, app, ai the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -14%
- [--] Month [------] +997%
- [--] Months [-------] -45%
Mentions: [--] #
- [--] Month [--] -25%
- [--] Months [---] +215%
Followers: [---] #
- [--] Week [---] +6.30%
- [--] Month [---] +48%
- [--] Months [---] +79%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies social networks celebrities travel destinations countries automotive brands exchanges
Social topic influence $app #13, $rbrk, app #2581, ai, meta #2577, $meta #47, growth, in the, $igv, $qqq
Top accounts mentioned or mentioned by @bipulsinha @nietschecapital @ad_quant @applovin @berkshire @realdonaldtrump @axonadsmanager @ciullo100 @mbromberg @bgedelman @muddywatersre @tomleetracker @danivesprivate @openai @stockunlock @datadinvesting @thewoobles @hausanalytics @shapermint @trafilea
Top assets mentioned AppLovin Corporation (APP) Rubrik, Inc. (RBRK) Metadium (META) Bloom Energy Corporation (BE) Alphabet Inc Class A (GOOGL) Crowdstrike Holdings Inc (CRWD) Zscaler Inc (ZS) GE Vernova Inc. (GEV) Unity Software Inc. (U) Bitcoin (BTC) Quanta Services Inc (PWR) CoreWeave, Inc (CRWV) Trade Desk, Inc. (TTD) Enphase Energy Inc (ENPH) SPDR GOLD ETF (GLD) Oklo Inc. (OKLO) American Electric Power Company Inc (AEP) FirstEnergy Corp. (FE) Circle Internet Group, Inc. (CRCL) SPDR S&P [---] ETF Trust (SPY) NVIDIA Corp. (NVDA) Shopify Inc (SHOP) SPX6900 (SPX) Palo Alto Networks Inc (PANW) Vistra, Corp. (VST) Constellation Energy Corp (CEG) TALEN ENERGY CORP (DE) (TLN) Electroneum (ETN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Not sure what drives such a bearish view for $app over next [--]. Shorts won't drive down stock unless they have something new. Unlikely any SP500 inclusion or tiktok is in price today. Only logical explanation is $APP put being used to hedge for market risk and $MTM A $944K bearish opening put just hit the flow on $APP targeting the 5/30 expiry at the $34.50 strike (6.23% OTM) 📉🔥 Big money stepping in with size 🐋💰 https://t.co/tTzJ8Ef0cf A $944K bearish opening put just hit the flow on $APP targeting the 5/30 expiry at the $34.50 strike (6.23% OTM) 📉🔥 Big money stepping in with size 🐋💰"
X Link 2025-05-15T20:39Z [--] followers, [----] engagements
"Huge fan of Adam and his approach (very direct and straightforward) to managing (like transitioning from leading product to talent management) and growing $app. Great article and good timing as they great ready to join the S&P500 Business Insider just profiled our CEO and co-founder Adam as he leads AppLovins bold bid for TikTok. From humble beginnings to building a $100B+ company the story dives into the focus efficiency and conviction that define him and us. Thanks to Lara OReilly https://t.co/MPIAD12Lcc Business Insider just profiled our CEO and co-founder Adam as he leads AppLovins bold"
X Link 2025-06-06T13:27Z [--] followers, [---] engagements
"The playbook to attack $app is pretty clear - wait for some macro or momentum weakness (S&P500) and then put any claim of impropriety by anybody connected with App on many pages with plenty of disclaimers. Clearly market not buying nonsense. BUY"
X Link 2025-06-12T16:00Z [--] followers, [---] engagements
"@stock_unlock The is $APPF and not $App"
X Link 2025-06-14T14:28Z [--] followers, [---] engagements
"@DataDInvesting New tax bill from Senate. Great job S&P500 committee to keep $ENPH and not include $APP"
X Link 2025-06-16T21:07Z [--] followers, [----] engagements
"Great job S&P500 committee keeping $ENPH instead of replacing with $app. With new tax bill draft from Senate $ENPH is done. By allowing shorts and the vol to scare committee from including $app U are creating perverse incentive for shorts"
X Link 2025-06-16T21:09Z [--] followers, [---] engagements
"are $crcl and $CRWV buyers selling tech and comm stocks or is this all new money When does this party stop A few weeks before lock-up expiry"
X Link 2025-06-20T21:24Z [--] followers, [--] engagements
"With $app's fundamentals as strong as ever recent pullback reflects retail retreat and no catalyst for marginal buyer be it LO or HF. Can't time buys perfectly but valuation too compelling at 4.7% [----] FCF yield and 30-40 growth% Plan to step in this week"
X Link 2025-06-22T18:13Z [--] followers, [---] engagements
"Another great example of APP's amazing range of Ecomm successes Will be interesting to find out status of self-serve launch and number of ecomm customers onboarded. The Woobles @thewoobles wanted to understand the true incremental value driven by their AppLovin ads so they partnered with @HausAnalytics to run a geo-lift study isolating AppLovin's impact. 👇 The results A statistically significant 13.8% lift in DTC new customer sales and https://t.co/J3B2vTmaoV The Woobles @thewoobles wanted to understand the true incremental value driven by their AppLovin ads so they partnered with"
X Link 2025-06-24T17:37Z [--] followers, [--] engagements
"@Nietschecapital Given hedge fund dominated stock flow info used by HFs to frustrate retail investors. With no catalysts in the next few weeks HFs can play around. Just don't focus on the daily stuff.though agree it isn't easy"
X Link 2025-06-25T20:35Z [--] followers, [---] engagements
"In a market close to all-time highs it is amazing that a HIGH-QUALITY growth stock like $app is so CHEAP at 5% [----] FCF yield vs. a $meta at 3.3% $U at 4.4% $GOOG at 5.2%. It is levered to AI and growing at 30-40% over next few years - multiples of peers WAKE UP MARKET"
X Link 2025-06-26T23:46Z [--] followers, [---] engagements
"With $enph shrinking to a $5.3B mkt cap is it time to switch with $app in the S&P500 mid cycle Committee - do the right thing Today post market close"
X Link 2025-06-27T17:01Z [--] followers, [--] engagements
"$rbrk bankers likely hedging the share issuance for the Predibase acquisition today. That is why the high volume and the pressure on the stock"
X Link 2025-06-27T21:12Z [--] followers, [--] engagements
"All the selling on $RBRK post earnings is done Selling was related to convert VC exit and hedging for acq. related issuance. This is a $100+ stock and new acquisition seriously increases TAM. Great opportunity - I'm long"
X Link 2025-06-30T20:38Z [--] followers, [--] engagements
"600K units Great results for ecom team of [--] Nicely done. Shapermint @shapermint a women's intimates and apparel brand under @trafilea started testing AppLovin and quickly turned it into one of their top paid channels. In just one month they sold nearly 90k items through AppLovin. Fast-forward: They've passed 600k units sold and https://t.co/CZSAaRxL8k Shapermint @shapermint a women's intimates and apparel brand under @trafilea started testing AppLovin and quickly turned it into one of their top paid channels. In just one month they sold nearly 90k items through AppLovin. Fast-forward: They've"
X Link 2025-07-10T16:03Z [--] followers, [--] engagements
"@laurenbalik seems to have blocked me. Note that Shapermint is selling on Amazon and has solid reviews. There is no real short interest in $app so not sure if she just lost money in the past so continues her meaningless posts"
X Link 2025-07-10T17:53Z [--] followers, [--] engagements
"Some pretty solid buying of $app in the last [--] min today while $IGV had a brutal day. Pretty clear some big guys stepping in before earnings. My suggestion is to ignore vol and hold. Hedge beta with $IGV or $QQQ though don't see mkt crashing new few weeks"
X Link 2025-07-10T20:44Z [--] followers, [---] engagements
"I think @realDonaldTrump has pushed the envelope on tariffs beyond market's ability to ignore. His autocratic craziness also crossing all reasonable lines. TACO trade at risk. $SPY $QQQ are all down Mon and for the next week. I plan to buy $GLD $SLV and $BTC and short US market"
X Link 2025-07-12T16:08Z [--] followers, [--] engagements
"Totally agree. I think @realDonaldTrump has pushed the envelope on tariffs beyond market's ability to ignore. His autocratic craziness also crossing all reasonable lines. TACO trade at risk. $SPY $QQQ are all down Mon and for the next week. I plan to buy $GLD $SLV and $BTC Trump could trigger another market shock investors warn https://t.co/UQfVB7bziP Trump could trigger another market shock investors warn https://t.co/UQfVB7bziP"
X Link 2025-07-12T16:17Z [--] followers, [---] engagements
"This is much worse because now @realDonaldTrump knows about the TACO trade so he doesn't want to come off as weak. He will keep pushing till markets buckle and then who knows. With markets already overbought this is the time to sell US and buy $GLD $SLV $BTC or international Does everyone realize that were doing Liberation Day all over again https://t.co/IQTflBXoKW Does everyone realize that were doing Liberation Day all over again https://t.co/IQTflBXoKW"
X Link 2025-07-12T16:20Z [--] followers, [--] engagements
"Interesting with some significant new buys for $app. Question then is who is selling and why Anyway think more downside coming next week as the whole market resets with TACO trade at risk. I'll probably buy more $app before earnings and continue to hedge with $IGV $IBD SPECIAL REPORT - Top New Institutional BUYS $NVDA $PLTR $AVGO $TSM $NFLX $NET $META $COF $VRT $DIS $GE $GEV $NOW $HOOD $SHOP $AXON $APH $LPLA $APP $ANET $SPX $QQQ $XLK $SMH $IWM $NYSE $IGV $XLY https://t.co/Yew3TBGhix $IBD SPECIAL REPORT - Top New Institutional BUYS $NVDA $PLTR $AVGO $TSM $NFLX $NET $META $COF $VRT $DIS $GE"
X Link 2025-07-12T16:41Z [--] followers, [---] engagements
"I think $RBRK is a great business mngmt and stock which I plan to continue to hold long term. Don't trade this one though I do think it goes down further next week as the overall market resets to death of TACO. I'm short $PANW and long $RBRK"
X Link 2025-07-12T16:47Z [--] followers, [----] engagements
"For all those $app short term S&P500 inclusion traders before you sell out at a loss my suggestion is to wait a week as institutional buyers step in before erngs on 8/6. I think you can still exit at a profit even before 8/6. If you do sell tomm all I can say is I'm buying. THE TRADE DESK IS SET TO JOIN THE S&P500 $SPX $TTD +12% AH $APP -4% AH Jeff Green does it again https://t.co/LHKThLGMTn THE TRADE DESK IS SET TO JOIN THE S&P500 $SPX $TTD +12% AH $APP -4% AH Jeff Green does it again https://t.co/LHKThLGMTn"
X Link 2025-07-14T22:19Z [--] followers, [---] engagements
"Easiest long/short for the next few weeks: short $TTD after it is up 15-17% tomorrow am and long $app after it is down I'm guessing 3-5% tomorrow at open. The S&P500 inclusions fades and $app earnings will be solid. Front running my own trade given there will be plenty of room"
X Link 2025-07-14T22:45Z [--] followers, [---] engagements
"I would use this opportunity to sell $U and book your profit. Vector success if far from certain and at this prices $U has already priced in a lot of that upside. I don't have a position but if I did I would sell and wait for earnings. $U Unity Software Extends Gain Jefferies Issues Street-High Target - PT to $35 from $29 https://t.co/UGOWV1aHYN $U Unity Software Extends Gain Jefferies Issues Street-High Target - PT to $35 from $29 https://t.co/UGOWV1aHYN"
X Link 2025-07-16T14:08Z [--] followers, [--] engagements
"Given the @fundstrat rugpull time to sell his granny shots ETF and buy any other similar one. Don't give more money to this untrustworthy guy posting videos while orchestrating the pull"
X Link 2025-07-28T23:46Z [--] followers, [--] engagements
"The amazing $META results should make you really bullish on $APP . I'm back in and I think $app is poised for a really big Q. BTW - other names I love are $RBRK $BE and $GNRC"
X Link 2025-07-30T20:42Z [--] followers, [---] engagements
"Think $U not getting into mediation very bullish for $app. Most likely $U realizes they cannot compete in that space. I think institutional guys love old school $U and $TTD and are underweight $app. This is a great setup and with no threat from $U think $app has a great setup"
X Link 2025-08-06T14:55Z [--] followers, [----] engagements
"@Nietschecapital $U " we don't need to win a mediation in order to prosper and grow the business" "And by the way I'm not at all sure that the future of that of mediation ought to be a system which locks customers in to mediation by virtue of their user acquisition""
X Link 2025-08-06T15:44Z [--] followers, [--] engagements
"If you don't see the GIGANTIC opportunity ahead for $app you were asleep during the call. AMAZING"
X Link 2025-08-06T21:51Z [--] followers, [---] engagements
"Growth will increase in [----] to probably 70-80%. The ecom + international opportunity is GIGANTIC. @B_Funk_ I think $APP has a shot at $6.5B of EBITDA in [----] which means the stock would now be trading at less than 20x [----] EV/EBITDA with EBITDA growing 65-70% this year and 40-50% next year. $APP will also get added to S&P [---] soon which is good for a 8-12% pop @B_Funk_ I think $APP has a shot at $6.5B of EBITDA in [----] which means the stock would now be trading at less than 20x [----] EV/EBITDA with EBITDA growing 65-70% this year and 40-50% next year. $APP will also get added to S&P [---] soon"
X Link 2025-08-06T22:03Z [--] followers, [----] engagements
"$APP growth opportunity ahead is GIGANTIC with $META the only real competition. Just think about that I think the $U threat is put to bed with ecom + international driving this to $1000 stock in a couple of Qs"
X Link 2025-08-06T22:06Z [--] followers, [---] engagements
"$RBRK @bipulsinha Negative reaction to earnings clearly overblown. However the risk of VCs and insiders selling after every earnings call is just too big to ignore. Management needs to manage this otherwise stock will languish for a few weeks post each earnings"
X Link 2025-09-11T13:29Z [--] followers, [---] engagements
"$APP stock dip is a great buying opportunity. This very irresponsible report on Bloomberg indicates SEC is investigating based on an issue that $APP team have addressed many times before. If this really wan an issue Google and Apple would have kicked $APP out a long time ago"
X Link 2025-10-06T20:21Z [--] followers, 15.6K engagements
"Aren't U $app shorts tired of the same old arguments Mr. @bgedelman - you've never experienced an unauthorized app install after trying I'm sure thousands of times and found [---] complaints - do you realize $app has 1.6B DAUs U need to do better homework How much are u down"
X Link 2025-10-15T22:20Z [--] followers, [---] engagements
"$app shorts including @muddywatersre - if you don't understand how $app works have you ever considered that maybe it is you This is truly an exceptional company doing cutting edge work in performance marketing taking on $META and $GOOG. Listen to tech pioneers and VCs - they hold $app in v high regard"
X Link 2025-10-15T22:30Z [--] followers, [---] engagements
"Hey @oliviasolon you never mentioned in your article that @bgedelman never experienced an unauthorized download himself (ever after 1000's of tries I'm sure). Pretty sleazy Also what's up with only negativity around $app Do Ur homework - they are a truly exceptional company in performance mktg. growing at 40-50% with amazing FCF. Maybe talk about that once in a while AppLovin has shut down a product linked to user and short-seller allegations that apps were being downloaded to mobile phones without consent The product called Array was offered to device-makers and carriers to promote or"
X Link 2025-10-15T22:51Z [--] followers, [---] engagements
"@muddywatersre Wow - that is some solid DD before taking on a short position Actually given the short interest in $app do you even have a short right now @muddywatersre To think I actually used to respect some of your work"
X Link 2025-10-15T23:20Z [--] followers, [---] engagements
"$app management - what an amazing Q and see such a phenomenal story ahead. This is a $1000 stock - not sure why people still don't get it"
X Link 2025-11-05T22:58Z [--] followers, [----] engagements
"While $app had exceptional earnings there are clearly clouds forming in the economy. $app is perceived as expensive and will get beat up if macro stuff like slowdown no rate cuts tariff etc. start to bite. Please either hedge position or short the market. My [--] cents"
X Link 2025-11-07T01:51Z [--] followers, [---] engagements
"There is no way this news is driving $app down. It has to be SEC related or something else pretty serious. Selling is relentless and somebody desperate to get out. $app $app"
X Link 2025-11-11T17:32Z [--] followers, [---] engagements
"Does anybody know what news on $BE that prompted the selloff today. Clearly more than just the AI worries - were they responsible for the delay at $CRWV"
X Link 2025-11-11T21:13Z [--] followers, [---] engagements
"Agreed. Think $app has another short seller building up a position before they share their latest findings. $APP sitting right at trendline support 👀 Be careful - dont rush a reversal play yet. Todays flow was bearish: over $5M in calls sold and $4M in puts bought 📉 https://t.co/MD9wpevZkv $APP sitting right at trendline support 👀 Be careful - dont rush a reversal play yet. Todays flow was bearish: over $5M in calls sold and $4M in puts bought 📉 https://t.co/MD9wpevZkv"
X Link 2025-11-11T23:01Z [--] followers, [---] engagements
"Either $BE has an issue with their execution or some big owner selling position. Suggest don't rush to get in till you find out what is causing this kind of selloff on large volumes. Does anybody know what news on $BE that prompted the selloff today. Clearly more than just the AI worries - were they responsible for the delay at $CRWV https://t.co/sWjHpVMnkV Does anybody know what news on $BE that prompted the selloff today. Clearly more than just the AI worries - were they responsible for the delay at $CRWV https://t.co/sWjHpVMnkV"
X Link 2025-11-11T23:04Z [--] followers, [--] engagements
"$RBRK earnings coming up 12/3. Expect a strong report given estimates in line with guidance and companies increasingly focused on cyber resilience per all earnings reports. Also avoids this whole AI weariness"
X Link 2025-11-11T23:07Z [--] followers, [--] engagements
"Even at 3.5% FCF yield and a brutal Thurs $APP not getting the love. Many of the big HFs don't own $APP per their 13Fs. It is time for an NDR to explain the story. Post the SP500 bump there hasn't been great follow-through. Unfortunately too many investors still don't get it"
X Link 2025-11-14T21:33Z [--] followers, [----] engagements
"For all the bulls out there like @TomLeeTracker @DanIvesprivate and all dip buyers times are changing. [--]. Economy is showing clear weakening signs. Just ask Grok: [--]. Fed will not cut due to rising inflation (tariff impacts now kicking in). The no cut is the trigger and markets are in for a big correction. The dead cat mini bounce of Friday will reverse next week. [--]. All tech $meta $msft $goog etc. are at risk when economy slows. Once their numbers weaken markets will expect capex spend on AI will be cut. There goes the $NVDA $VST $CEG $VRT $PWR and pretty much all utilities and industrials."
X Link 2025-11-15T18:43Z [--] followers, [---] engagements
"Simple thesis on why $RBRK is a great buy heading into earnings on 12/4. BTW - I'm short $IGV and $QQQ as a hedge so this is not a call on the overall market or tech/software. $RBRK is a huge opportunity going into this week as I expect Cyber names to have great earnings. As $PANW and $CRWD show strong earnings the whole sector will move up. With cyber threats increasing spend surely ramping up. $RBRK is the cheapest of all these companies and in a https://t.co/TTzRlgTrku $RBRK is a huge opportunity going into this week as I expect Cyber names to have great earnings. As $PANW and $CRWD show"
X Link 2025-11-16T18:50Z [--] followers, [---] engagements
"I'm back in. This is the right time to step in to $RBRK given how much it has sold off and clear upcoming catalysts with cyber names reporting and its own earnings on 12/4. Note I'm short $IGV and $QQQ $RBRK is a great company with strong growth management and a growing TAM. However stock just not getting the love so I'm out for now. Will look again closer to earnings but just no catalyst and all the love is for AI and AI related power and infrastructure right now. https://t.co/bojZHPYdzK $RBRK is a great company with strong growth management and a growing TAM. However stock just not getting"
X Link 2025-11-16T20:48Z [--] followers, [---] engagements
"Clear from $BTC and $ETH moves over the weekend that markets are in for a tough week and they should be - very overvalued given the weakening macro fundamentals and no rate cuts coming. Don't let the HFs fool you into dip buying because a big rug pull is coming. For all the bulls out there like @TomLeeTracker @DanIvesprivate and all dip buyers times are changing. [--]. Economy is showing clear weakening signs. Just ask Grok: https://t.co/YhNfTWgCL6. [--]. Fed will not cut due to rising inflation (tariff impacts now kicking in). The no cut is For all the bulls out there like @TomLeeTracker"
X Link 2025-11-16T21:43Z [--] followers, [---] engagements
"I think the perception is that $APP is expensive given the multiple constant short reports and a moat that not everybody believes or understands. For the big guys risk/reward not worth it. Solution apart from continued amazing execution is to meet more big LO and HF investors and explain the moat and why all the concerns on privacy are unfounded. Taking a position in the 100s of MM is tough to undo quickly and I'm sure the vol spooks them. Management has to meet and address these perceived risks one-on-one"
X Link 2025-11-17T13:41Z [--] followers, [---] engagements
"Till the $BTC and crypto related forced selling continues the markets will continue to go down. As usual nobody saw the insane leverage in the system related to all these treasury companies and the systemic risk we have added to the system Time to pray"
X Link 2025-11-20T22:07Z [--] followers, [--] engagements
"Don't let the crypto related selloff scare you. $RBRK and $APP are both trading at amazing [----] FCF yields of 2.9% ($RBRK) and $3.6% (APP) and both growing above 30%. Keep shorting $IGV or $QQQ till crypto craziness subsides but keep eye on fundamentals"
X Link 2025-11-21T01:13Z [--] followers, [----] engagements
"Watch out - the $APP giant is waking up. It really is incredibly cheap at 3.5% FCF yield. Catalyst is the opening up of its ecom advertising to one and all. Watch out for positive posts once they launch. Today was positive up 7.7% but still insanely cheap http://x.com http://x.com Don't let the crypto related selloff scare you. $RBRK and $APP are both trading at amazing [----] FCF yields of 2.9% ($RBRK) and $3.6% (APP) and both growing above 30%. Keep shorting $IGV or $QQQ till crypto craziness subsides but keep eye on fundamentals. https://t.co/4QMIKcYPql http://x.com http://x.com Don't let"
X Link 2025-11-24T21:15Z [--] followers, [---] engagements
"Check out the $RBRK buying in the last [--] min - big volume pushing up after languishing all day. My guess is HFs / LOs who knows this name know are accumulating prior to call on 12/4. Down from ATH at $100+ it has significantly underperformed $CIBR $CRWD and $ZS. Also VCs haven't sold this Q so clearly they understand intrinsic value and won't recycle capital at any level. Overall I continue to pound the table on this name Remember @bipulsinha is a Capitalist"
X Link 2025-11-24T21:23Z [--] followers, [--] engagements
"Check out the $RBRK buying in the last [--] min - big volume pushing up price after languishing all day. My guess is HFs / LOs who know this name are accumulating prior to call on 12/4. Down from ATH at $100+ $RBRK has significantly underperformed $CIBR $CRWD and $ZS. Also VCs haven't sold this Q - clear sign that they understand intrinsic value and won't recycle capital at any level. Overall I continue to pound the table on this name Remember @bipulsinha is a Capitalist https://twitter.com/i/web/status/1993073290294796566 https://twitter.com/i/web/status/1993073290294796566"
X Link 2025-11-24T21:44Z [--] followers, [---] engagements
"I'm happily buying the $ZS selloff. Who knows the exact driver for the sell-off but the margin miss in Q guidance was explained on call (new product investment) and they still beat on full year. Growth pillars accelerating. With fed in cutting stance investors looking for high quality growth names like $ZS"
X Link 2025-11-25T23:20Z [--] followers, [----] engagements
"And for those arguing $ZS is expensive it is currently trading at 2.5% FY2 FCF yield growing 25%. ($1.1B FCF and $44B Mkt cap). $CRWD at 1.8% FCF yield 22%G. I'm happily buying the $ZS selloff. Who knows the exact driver for the sell-off but the margin miss in Q guidance was explained on call (new product investment) and they still beat on full year. Growth pillars accelerating. With fed in cutting stance investors looking for high https://t.co/vgWUcghBk3 I'm happily buying the $ZS selloff. Who knows the exact driver for the sell-off but the margin miss in Q guidance was explained on call"
X Link 2025-11-26T00:40Z [--] followers, [---] engagements
"So $ZS down because analyst community feelings hurt about limited details on Red Canary - something $ZS had already said they will not break out in future. The FY26 EBIT is because of higher costs related to new product launches which will drive future growth. Selloff is a gift for investors ex-emotion $ZS Zscaler - Was the Holiday Bird Undercooked or Just the Right Temp Summary: On one hand this quarter was a solid start to the year with key F1Q26 metrics above guidance and/or consensus. Management continues to see traction with newer growth initiatives and noted that Y/Y"
X Link 2025-11-26T13:32Z [--] followers, [----] engagements
"On an EV/ARR/Growth multiple $CRWD $ZS $RBRK trading at 1.1x 0.43x and 0.41x respectively. Short $CRWD which is clearly overvalued. $ZS is a great fundamental story though I'll wait to step in till selling is done. $RBRK set for great Q and leader in their niche. Short $CRWD long $RBRK"
X Link 2025-12-02T22:50Z [--] followers, [----] engagements
"Short $CRWD Long $RBRK On an EV/ARR/Growth multiple $CRWD $ZS $RBRK trading at 1.1x 0.43x and 0.41x respectively. Short $CRWD which is clearly overvalued. $ZS is a great fundamental story though I'll wait to step in till selling is done. $RBRK set for great Q and leader in their niche. Short https://t.co/xWpFEvK4tu On an EV/ARR/Growth multiple $CRWD $ZS $RBRK trading at 1.1x 0.43x and 0.41x respectively. Short $CRWD which is clearly overvalued. $ZS is a great fundamental story though I'll wait to step in till selling is done. $RBRK set for great Q and leader in their niche. Short"
X Link 2025-12-03T01:05Z [--] followers, [----] engagements
"Well based on market moves I'm loading up on $ZS trading at an amazing discount of 0.4x EV/ARR/G Short $CRWD Long $RBRK Short $CRWD Long $RBRK"
X Link 2025-12-03T17:30Z [--] followers, [---] engagements
"B.U.Y $RBRK before close tomorrow. How bullish do you need the CEO to be If you don't know now you know. The Security and AI Operations Company. This. is. Rubrik. https://t.co/CP1EYixtHg If you don't know now you know. The Security and AI Operations Company. This. is. Rubrik. https://t.co/CP1EYixtHg"
X Link 2025-12-04T01:29Z [--] followers, [----] engagements
"$RBRK Amazing risk/reward setup. Went into last earnings at $98.50. It is now 30% cheaper. The weak guide last Q has pulled down estimates and it most likely meets or beats. It is trading at a 0.4x EV/ARR/Growth. Cheapest in sector with 30% growth CEO is keen to beat. Great fundamental momentum"
X Link 2025-12-04T16:07Z [--] followers, [----] engagements
"$RBRK - Just AMAZING Hats off to the Rubrik team"
X Link 2025-12-04T21:44Z [--] followers, [----] engagements
"BTW - there is still time to buy $RBRK. It is a $95+ stock and will get there in the next week or so as institutional guys realize this is a MUST OWN tech name $RBRK - Just AMAZING Hats off to the Rubrik team. https://t.co/T4YETDy0Vl $RBRK - Just AMAZING Hats off to the Rubrik team. https://t.co/T4YETDy0Vl"
X Link 2025-12-04T21:46Z [--] followers, [---] engagements
"$RBRK vol this morn is related to VCs who generally sell post earnings. Great to see strong volumes of buying coming in to support. Great sign - I would suggest adding or holding here as it shows big LO guys are stepping in"
X Link 2025-12-08T15:53Z [--] followers, [----] engagements
"Agreed. For the market they are going after they definitely do need to spend money to market and great to hear $APP doing that. With that kind of spend I'm sure the growth is going to be off the charts given they have all the other pieces perfected Steal under $1000 biggest thing I got from $app conference this morning was Adam saying they are going to do a lot more marketing which means a lot more pumping and recognition for the stock and the company. great sign to hear. biggest thing I got from $app conference this morning was Adam saying they are going to do a lot more marketing which"
X Link 2025-12-09T18:50Z [--] followers, [---] engagements
"For those who still dont see it $RBRK's going past a $100 - just look at the volumes There is still time to buy as I'm sure LOs see it as a great [----] name"
X Link 2025-12-09T18:51Z [--] followers, [---] engagements
"Only logical explanation for $RBRK is that somebody is building up a major short position in the stock and likely comes out with a report soon. Time to dig into the 10K/Q for issues"
X Link 2025-12-17T15:02Z [--] followers, [----] engagements
"I'm definitely one of the $RBRK bulls. If no short seller report then HFs and retail likely monetizing profits. Unfortunately momentum works on both up and downside. Anyway I'll buy more around late Dec as institutions would have achieved their lower basis cleared decks and will build positions in the new year. lol where did the $rbrk bulls go https://t.co/Nuljsco9Ie lol where did the $rbrk bulls go https://t.co/Nuljsco9Ie"
X Link 2025-12-18T00:55Z [--] followers, [---] engagements
"$RBRK bought a boat load yesterday (should have bought more) and today Obviously insanely cheap with no logical reason for the selloff. Ready for the santa rally with inflation off the table"
X Link 2025-12-18T16:28Z [--] followers, [----] engagements
"Everyone know that catalysts on $APP are round the corner with news on their ecom global launch. No question it is not priced in because impact is not in analyst estimates. Cannot afford to try and time this before/after year end. I've bought more ready for $1000"
X Link 2025-12-18T16:42Z [--] followers, [---] engagements
"$RBRK closes above $95 by year end. Those who missed earlier you have time now. Super cheap and amazing fundamentals that sold off thanks to some VC offloading and just negative market sentiment. Buy"
X Link 2025-12-19T16:39Z [--] followers, [---] engagements
"$APP and $RBRK and trading at ridiculous discounts again Both have catalysts coming with $APP more imminent. I've been buying since start of [----]. Both FCF yields look great - time to jump back in if U've been looking"
X Link 2026-01-07T16:53Z [--] followers, [----] engagements
"$APP trading at 3% FCF yield with growth likely above the 30% analysts are projecting. At 2% FCF yield $APP is a $1000 stock and that is what I'm expecting for this year at a minimum. Buy before $APP starts talking about the global ecom launch. Stats on Shopify are v promising"
X Link 2026-01-07T17:09Z [--] followers, [----] engagements
"If there was any risk of $app missing Q mgmt. wouldn't have been so bullish on Dec [--] conf in London. If any data guys could truly predict Q $APP woudn't have had the HUGE moves post earnings calls in 2024/25. Trust this team to deliver with relatively conservative estimates and limited ecom in guide. Reality is if Adam talks about ecom growth and strong runway for [----] the stock will POP even if Q beat isn't up to $APP's high standards. My suggestion is to block this noise and buy or hold. https://twitter.com/i/web/status/2011581284141642096 https://twitter.com/i/web/status/2011581284141642096"
X Link 2026-01-14T23:28Z [--] followers, [----] engagements
"btw - I think $BE is the least positively impacted by all this. Their major selling point is time to power and that is not really addressed through LT PPAs. However if PPAs are successful and they bring down the power price forward curve (which I think it will) then on margin it is negative to $BE. https://twitter.com/i/web/status/2012251340328566966 https://twitter.com/i/web/status/2012251340328566966"
X Link 2026-01-16T19:51Z [--] followers, [---] engagements
"Also if you aren't out of $VST $CEG $TLN at any price then you aren't thinking through this. Capacity auction will come tumbling down forward curves will come down. Next guidance by management WILL be down as they use forward curves. Get out now - Monday will be worse Backed up the truck $GEV $PWR and $OKLO. Lots of upside left in these stocks as markets truly understand how big the PPAs will have on providing certainty on cash flows and growth. Think about it locked in high growth = v low discount rate. 50% upside from here Backed up the truck $GEV $PWR and $OKLO. Lots of upside left in"
X Link 2026-01-16T20:00Z [--] followers, [----] engagements
"Strange short report on $APP with most of the text on unrelated entities. Angel Holdings which does own shares of $APP doesn't have any ML issues and the whole point on $APP used to 'generate' clean revenue using APP cannot be significant because it is a perf adv model where actual sales need to take place. Lots of scary language but no real meat Here is what @grok thinks of it: https://grok.com/share/bGVnYWN5_f2ccd808-2f77-4a9d-a9b9-1b17267a6fcb https://grok.com/share/bGVnYWN5_f2ccd808-2f77-4a9d-a9b9-1b17267a6fcb"
X Link 2026-01-20T00:20Z [--] followers, [----] engagements
"Again sell the generators like $VST $CEG and $TLN and buy the builders like $GEV $PWR $AEP $FE and $OKLO. The administration is telling you they will build more power and reduce power prices. Thesis has changed and so positions should change. Also if you aren't out of $VST $CEG $TLN at any price then you aren't thinking through this. Capacity auction will come tumbling down forward curves will come down. Next guidance by management WILL be down as they use forward curves. Get out now - Monday will be worse Also if you aren't out of $VST $CEG $TLN at any price then you aren't thinking through"
X Link 2026-01-20T17:44Z [--] followers, [---] engagements
"It is pretty clear with the $NVDA / $CRWV announcement that AI and its buildout will be as Bullish as ever this Q. With earnings approaching I'm v long AI buildout: $GEV and $PWR AI Monetization: $APP $META and AI Security/rewind: $RBRK"
X Link 2026-01-26T16:27Z [--] followers, [---] engagements
"Time to buy $GEV $PWR $BE $ETN and all the guys involved in building power plants + T&D ( $AEP $FE). This will speed up buildout and give a lot more clarity and specific $$ behind pipelines. Will definitely spur more generation buildout sooner"
X Link 2026-01-15T23:20Z [--] followers, [----] engagements
"@bipulsinha @rubrikInc A fan of your company and management team. However your stock struggles between earnings and makes it a very diff long term hold. You need more shareholder outreach and events between Qs. Too much vol doesn't help attract the right investor base to support your great LT story"
X Link 2026-01-27T19:54Z [--] followers, [---] engagements
"$RBRK management team - maybe time for some buybacks to show your confidence in the stock @bipulsinha and CFO (constant seller) - maybe now is the time"
X Link 2026-01-29T21:13Z [--] followers, [--] engagements
"Google project Genie will only help $APP as more games will need to join the Axon advertising platform to generate revenues"
X Link 2026-01-30T15:32Z [--] followers, [---] engagements
"$APP down because of Google Genie.unfounded but market is speaking and $APP management needs to address"
X Link 2026-01-30T16:27Z [--] followers, [---] engagements
"If this is true $META still doesn't have the Gaming presence to be a competing marketplace for ads. However they could impact $APP margins if they are able to become more prominent. So are they launching a competing bidding engine $APP is crashing because meta is back in in app ads not because of Gemini $APP is crashing because meta is back in in app ads not because of Gemini"
X Link 2026-01-30T17:00Z [--] followers, [----] engagements
"Backed up the truck $GEV $PWR and $OKLO. Lots of upside left in these stocks as markets truly understand how big the PPAs will have on providing certainty on cash flows and growth. Think about it locked in high growth = v low discount rate. 50% upside from here Time to buy $GEV $PWR $BE $ETN and all the guys involved in building power plants + T&D ( $AEP $FE). This will speed up buildout and give a lot more clarity and specific $$ behind pipelines. Will definitely spur more generation buildout sooner. https://t.co/mi50XAr9TZ Time to buy $GEV $PWR $BE $ETN and all the guys involved in building"
X Link 2026-01-16T19:54Z [--] followers, [----] engagements
"$RBRK selloff related to $CVLT weak guidance is non sensical. A competitor isn't doing as well doesn't mean the market for cyber resilience is struggling - all it means is that $RBRK is doing great and likely taking share. I'm happily buying today"
X Link 2026-01-27T16:40Z [--] followers, [----] engagements
"$RBRK now trading at 3.5% FCF yield with rev growth of more than 30% (consensus estimates are 24%). A bargain given they are dominant in their sector and a great management team"
X Link 2026-01-27T21:30Z [--] followers, [----] engagements
"nobody is doing F1 deal if their underlying business is slowing down Buy $RBRK"
X Link 2026-01-28T15:34Z [--] followers, [----] engagements
"if you want the amazing ad biz AI driven efficiency like $META but without the crazy capex spend I present $APP. Trading at a 4% FCF yield 35%+ growth and a HUGE TAM"
X Link 2026-01-29T15:23Z [--] followers, [----] engagements
"@Nietschecapital You may be right. However my humble suggestion is it will take time for the market to figure this out. Much better places to use your capital for the next few months"
X Link 2026-01-29T17:42Z [--] followers, [---] engagements
"$RBRK management @bipulsinha while the underlying story is strong you need to do more between earnings or your stock will stay uninvestible between earnings. For now I do believe your stock is being thrown out with the bathwater but with no rebuttal stock could keep falling. https://twitter.com/i/web/status/2016934063290937677 https://twitter.com/i/web/status/2016934063290937677"
X Link 2026-01-29T17:58Z [--] followers, [---] engagements
"$RBRK - we need a rewind it back for the stock price as well"
X Link 2026-01-29T21:22Z [--] followers, [----] engagements
"$RBRK management team - maybe time for you to personally buy some stock to show your confidence in the stock @bipulsinha and CFO (constant seller) - maybe now is the time"
X Link 2026-01-29T21:26Z [--] followers, [----] engagements
"@LovinAppLovin @ChristofidesPj unfounded concerns around project Genie from Google. That is why $U is dropping"
X Link 2026-01-30T15:37Z [--] followers, [----] engagements
"Here is what grok thinks about this selloff $APP BUY "No Google Genie (specifically Project Genie powered by Genie 3) does not currently pose a meaningful threat to AppLovin's business.""
X Link 2026-01-30T16:48Z [--] followers, [---] engagements
"The craziest buying opportunity I've seen on $APP. Those selling or not buying will regret on Mon"
X Link 2026-01-30T17:59Z [--] followers, [----] engagements
"Adam on $APP earnings call "More games created by Genie are a good thing and will create more demand for our perf advertising. We've competed with Admob and continue to dominate this marketp. Cannot see any scenario where all Genie developed games stay in a walled garden so only positive development for $APP" https://twitter.com/i/web/status/2017300243562242559 https://twitter.com/i/web/status/2017300243562242559"
X Link 2026-01-30T18:13Z [--] followers, [----] engagements
"$APP news - what we are have been saying today but market had other views"
X Link 2026-01-30T21:15Z [--] followers, [----] engagements
"That is very helpful. Was a crazy day for $U stock and I think the way to resolve is to put out a formal press release along with some comments from developers and the Google Genie team. With such a strong bias against software will take a proactive effort to counter. Personal share purchases also help show market your confidence. https://twitter.com/i/web/status/2017384103050445147 https://twitter.com/i/web/status/2017384103050445147"
X Link 2026-01-30T23:47Z [--] followers, [---] engagements
"Agree with your views on $U and liked the CEO's quick views on Friday. Lets see how the market behaves on Mon because logic may be right but not fighting this market. $APP BTW is even more clearly going to benefit from Genie. Some more thoughts on Genie [--] and Unity $U / Take-Two $TTWO Some more thoughts on Genie [--] and Unity $U / Take-Two $TTWO"
X Link 2026-02-02T01:42Z [--] followers, [---] engagements
"$APP: Piper reit $800 PT and Buy Benchmark $775PT and Buy. Glad to see the analyst community stepping up their support after the stupidest selloff on Fri No Better Deal in the entire S&P500"
X Link 2026-02-02T14:28Z [--] followers, [---] engagements
"@AxonAdsManager Very helpful $APP team and Adam for that color. Question is does the entry of $META in the non-IDFA traffic sometime in the future compress your margins I think that is the question most investors are grappling with right now"
X Link 2026-02-02T16:57Z [--] followers, [---] engagements
"@DavidWeinetayg @AxonAdsManager It is not about share. If Meta starts bidding for the same one user who has a high probability to buy a bag then $APP costs go up across the board. So Gross Margins are down and they already run a pretty lean ship so no cost cutting will offset this kind of GM impact"
X Link 2026-02-02T17:57Z [--] followers, [---] engagements
"What it could also do is reduce the share that $APP and $META keep. So definitely beneficial for the advertiser who likely sees an increase in ROAS but margins for both $APP and $META compress. Not sure volume pickup would be anywhere close to marking up margin loss and volume pickup spread over [--] giants. https://twitter.com/i/web/status/2018387878834032948 https://twitter.com/i/web/status/2018387878834032948"
X Link 2026-02-02T18:15Z [--] followers, [---] engagements
"Is $META back competing with $APP and $U Only reason I can think of why the stocks are down pre-market"
X Link 2026-02-04T13:38Z [--] followers, [----] engagements
"$RBRK directors selling shares at current prices is probably the INVERSE of what you would want to see. I'm out"
X Link 2026-02-04T13:39Z [--] followers, [---] engagements
"Amazing Q and guidance by $GOOG. They are becoming the new OS in the AI era. High capex is what will help them become dominant. BUY. Also hugely bullish for $GEV and $BE"
X Link 2026-02-04T23:48Z [--] followers, [---] engagements
"Now that the fever is breaking you still have time in the pre-market. $BE is going to $200+.it is a buy and keep. Just listen to the call. $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing"
X Link 2026-02-06T10:29Z [---] followers, [---] engagements
"My suggestion to $APP management is to just keep executing and beating the competition. There is absolutely nothing you can do about the stock price in the short term. I would suggest buying back shares yet - there is more selling to come as the whole tech spaces gets revalued"
X Link 2026-02-12T23:17Z [---] followers, [---] engagements
"Crucial week coming up for $APP to say the least. Clearly risk assets will take a beating to start the week with Warsh effect. Add Genie perception to the mix and $APP likely to start down on Mon. Question is can they address investor concerns or have enough of a blowout that Genie/risk/software noise will not matter. My vote is for blowout but the bar is high https://twitter.com/i/web/status/2018028183933669792 https://twitter.com/i/web/status/2018028183933669792"
X Link 2026-02-01T18:26Z [---] followers, [----] engagements
"$APP team - @AxonAdsManager @AppLovin appreciate the blog by Adam. Below is what some investors are trying to answer per Gemini "In short Meta doesn't need to "beat" AXON outright; simply flooding auctions with competitive bids on the privacy-constrained traffic AppLovin mastered reduces AppLovin's ability to capture outsized value from that inventory." https://twitter.com/i/web/status/2018371793203921351 https://twitter.com/i/web/status/2018371793203921351"
X Link 2026-02-02T17:11Z [---] followers, [----] engagements
"Because the stock is going to reflect this concern. So better for $APP to address this concern head on. Clearly will be the first question on the earnings call. The blog guys suggested that what $META did the last 2-3 days was a precursor to stepping in to this market so clearly needs to be addressed. https://twitter.com/i/web/status/2018389948995391536 https://twitter.com/i/web/status/2018389948995391536"
X Link 2026-02-02T18:23Z [---] followers, [---] engagements
"$RBRK management and @bipulsinha - this is a serious issue that you guys need to address. Put out more financial updates personally buy back stock analyst meetings/calls.DO SOMETHING No good investor can hold on and you stock will be pushed to the don't touch basket ignoring all fundamentals. 💪 TOP [--] STOCKS WHERE SHORTS ARE EMBOLDENED (stocks where shorts are in control + short sellers have little reason to cover anytime soon PLUS new shorts may be emboldened to pile on) $FIG $TTD $DUOL $CRCL $MNDY $BMNR $NTNX $HUBS $SFM $WIX $MSTR $SLNO $DD $BLSH $TEAM $HIMS $RBRK https://t.co/RenG9PSzYH"
X Link 2026-02-02T18:33Z [---] followers, [----] engagements
"$FSLR benefits from India tariff reduction as it now has better options for its India volume. Also the $TSLA threat isn't real given their tech and demand Supply. BUY"
X Link 2026-02-02T19:58Z [--] followers, [---] engagements
"I'm buying more $APP and $RBRK. No idea if selling in software is done but deals too good to pass up and I see volume stepping up for both of these names"
X Link 2026-02-03T20:46Z [---] followers, [---] engagements
"$RBRK @bipulsinha - GREAT move to use the press release on mgmt. change to highlight that $RBRK EXCEEDED all guided metrics for Q4 A little preview for the shorts Get ready for the squeeze"
X Link 2026-02-04T23:44Z [---] followers, [----] engagements
"$BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ"
X Link 2026-02-06T00:34Z [---] followers, [---] engagements
"Now that the fever is breaking remember $RBRK already gave us the answer. They had another AMAZING Q and we already know that because they put it in an 8K Market was so crazy that it didn't care - but if things are coming back in to focus focus on $RBRK $RBRK @bipulsinha - GREAT move to use the press release on mgmt. change to highlight that $RBRK EXCEEDED all guided metrics for Q4 A little preview for the shorts Get ready for the squeeze https://t.co/ULMrJ6A9eH $RBRK @bipulsinha - GREAT move to use the press release on mgmt. change to highlight that $RBRK EXCEEDED all guided metrics for Q4 A"
X Link 2026-02-06T10:26Z [---] followers, [---] engagements
"$RBRK @bipulsinha This launch and the $CRWD integration show you why Rubrik will be one of the winners in this AI / Agentic world. We already know they are beating this Q so above 33% rev growth Short- and long-term Qs answered and trading at a 3.8% 2028FCF yield. B U Y AI Agents are rapidly reshaping the enterprise landscape promising unprecedented speed and automation. But how do you empower your organization to innovate without exposing your data and infrastructure to unchecked risks Join us for the launch of Rubrik Agent Cloud on Feb. 18th https://t.co/Qfh8l7o4yc AI Agents are rapidly"
X Link 2026-02-08T16:08Z [---] followers, [---] engagements
"Great job $APP - Nobody just apologizes even if they are wrong unless there is significant threat of legal action Great job and please stay aggressive Shows you with the market reaction today that even the stupidest of short report create an overhang on the stock. Stocking going back to $750 BUY https://twitter.com/i/web/status/2020884819282960780 https://twitter.com/i/web/status/2020884819282960780"
X Link 2026-02-09T15:37Z [---] followers, [----] engagements
"For those wondering $APP is still a BUY today. Ignore the % change and look at the $ price. They will have blowout earnings and stock going back to $750. Hope this puts things in context. For avoidance of doubt I continue to buy and already have a significant position"
X Link 2026-02-09T19:13Z [---] followers, [---] engagements
"For all you guys complaining about @bipulsinha post stop the whining. Speak to Elon first if you have any issues with CEO communication. Also Bipul is brilliant and built a juggernaut that is making U guys a ton of money so accept / try and appreciate and move on. $RBRK Buy Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall. https://t.co/3uSjgSWRC4 Some part of investing are"
X Link 2026-02-10T17:20Z [---] followers, [---] engagements
"Today's another episode in $APP's trial by fire. As AI gets more powerful imagine what $APPs models monetized this Q on perf advertising $META and $GOOG have already given you the answer. And no capex ecom crazy growth. BUY or at a min Hold On For all the $app newbies (including the large LO/HFs) who came in with the SP500 inclusion but got burnt welcome to $app's trial by fire Still time to get back in before it pops post earnings and you are underweight Here is why: - Has an incredibly strong MOAT dominating the https://t.co/qxI2DhiZp1 For all the $app newbies (including the large LO/HFs)"
X Link 2026-02-11T17:50Z [---] followers, [----] engagements
"Think of $APP as the @OpenAI for the advertising and gaming vertical. What they have is the BEST AI for monetizing gaming customers using perf advertising. It is the future of what these specialized AI companies in vertical domains will look like Low head count low capex crazy growth and margins. https://twitter.com/i/web/status/2021650966563479569 https://twitter.com/i/web/status/2021650966563479569"
X Link 2026-02-11T18:22Z [---] followers, [---] engagements
"$APP team did a great job addressin all the issues around $META other competitors and other investor concerns. For now market refuses to believe. At this valuation of $5% FCF yield 40%+ growth and such business momentum just gotta wait out this market tantrum"
X Link 2026-02-11T23:07Z [---] followers, [----] engagements
".and the market still doesn't care $RBRK should be meaningfully up. Just tells you where sentiment is - not sure what is going to change it. $RBRK just pre-announced Q4 earnings due to their CRO exiting the company. Following our record third quarter we just finished a very strong fourth quarter with preliminary results exceeding all guided metrics Stock is trading at a discount to $CRWD but growing faster https://t.co/yfA8r0KLwp $RBRK just pre-announced Q4 earnings due to their CRO exiting the company. Following our record third quarter we just finished a very strong fourth quarter with"
X Link 2026-02-05T16:49Z [---] followers, [---] engagements
"@ciullo100 @AppLovin @MBromberg Vertical integration of $APPs advertising tools/engines and imagine if they used their Axon bidding engine instead of $U vector in terms of returns"
X Link 2026-02-14T15:19Z [---] followers, [---] engagements
"Guys the reality is $IGV $APP and all software is uninvestable right now. No big money wants to take the risk to buy as nobody know what will happen with AI. My suggestion is short $IGV as it looks like there is a lot more resetting that needs to happen"
X Link 2026-02-12T15:57Z [---] followers, [---] engagements
"Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space - NOT software company. Think of them as the Google of Gaming - Huge growth opportunity in existing business + now expanding to sell more products to users - As they are AI first company this is the displacer not the displacee. Plenty of competition but still dominant - Technology talent culture are the Moat along with"
X Link 2026-02-12T00:09Z [---] followers, [----] engagements
"Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying"
X Link 2026-02-13T19:46Z [---] followers, [----] engagements
"Has @berkshire stepped in to $APP Great opportunity to make up for their $GOOG miss to buy $APP at this discounted valuation Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at"
X Link 2026-02-13T20:14Z [---] followers, [---] engagements
"Time for $U to sell itself to $APP. Great synergies and clearly the market is struggling with the standalone $U business. Time to restart talks - clearly a win-win @applovin @MBromberg"
X Link 2026-02-13T21:47Z [---] followers, [---] engagements
"For all the debate with $APP I think this is the underlying issue: - $META and $GOOG own their audience (social/search) so ready base of customers to monetize. - $APP doesn't 'own' their customers as gaming companies are free to choose any monetization or bidding engine to sell adds. - So if a competitor steps in it will eat into $APPs margins or worse - However what $APP owns is the Axon bidding / mediation engine which is so good that gaming companies will continue to use it sell their ads because: --- There is significant friction is going to another bidding platform especially when the"
X Link 2026-02-13T23:49Z [---] followers, [---] engagements
"@wealthmatica The crazy thing is $APP is NOT a SaaS company at all. They are the gaming advertising monetizing engine/marketplace. They don't sell their software to anybody. They are a AI / tech company similar to $META and $GOOG"
X Link 2026-02-14T14:14Z [---] followers, [----] engagements
"Your assumed DD guaranteed growth is incorrect. Easy for robotaxi AI to find the best marketplace (Uber/lyft/new AI version) to monetize its services so margins compress as Uber intermediation value declines. So still a player but lower growth lower margins. This will show up in guidance soon given the speed of robotaxi buildout. As soon as guidance reflects this growth/margins marginal change stock price will value company very differently. https://twitter.com/i/web/status/2022682089355677721 https://twitter.com/i/web/status/2022682089355677721"
X Link 2026-02-14T14:39Z [---] followers, [----] engagements
"@BillAckman - have you looked at @APP They OWN the mediation of advertising to [--] billion daily active users in the gaming space. They make money by bidding themselves (using best in class AI) on their platform (Axon) for advertising and charging a fee (5%) to others who bid successfully on their platform. Their AI tech is best in class allowing them to bid/monetize customers extremely efficiently with 10+yrs of data on their users. - Stock down recently because market concerned $META might compete in this space by bidding aggressively and eat into margins - However the moat is $APPs AI tech"
X Link 2026-02-14T15:01Z [---] followers, [--] engagements
"The smart ones get it on $APP - Citadel bullish"
X Link 2026-02-14T20:39Z [---] followers, [---] engagements
"The smart ones get it on $APP - Citadel bullish"
X Link 2026-02-14T20:39Z [---] followers, [---] engagements
"For all the debate with $APP I think this is the underlying issue: - $META and $GOOG own their audience (social/search) so ready base of customers to monetize. - $APP doesn't 'own' their customers as gaming companies are free to choose any monetization or bidding engine to sell adds. - So if a competitor steps in it will eat into $APPs margins or worse - However what $APP owns is the Axon bidding / mediation engine which is so good that gaming companies will continue to use it sell their ads because: --- There is significant friction is going to another bidding platform especially when the"
X Link 2026-02-13T23:49Z [---] followers, [---] engagements
"Time for $U to sell itself to $APP. Great synergies and clearly the market is struggling with the standalone $U business. Time to restart talks - clearly a win-win @applovin @MBromberg"
X Link 2026-02-13T21:47Z [---] followers, [---] engagements
"Has @berkshire stepped in to $APP Great opportunity to make up for their $GOOG miss to buy $APP at this discounted valuation Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at"
X Link 2026-02-13T20:14Z [---] followers, [---] engagements
"Calling on @berkshire - $APP stock is completely dislocated from fundamentals. Blood in the water Mkt treating it like dislocated software - now is your opportunity - 4.5% FCF yield growing at 40-50%. 80%+ EBITDA margin - Dominant AI used to monetize 1B DAUs in the gaming space - NOT software company. Think of them as the Google of Gaming - Huge growth opportunity in existing business + now expanding to sell more products to users - As they are AI first company this is the displacer not the displacee. Plenty of competition but still dominant - Technology talent culture are the Moat along with"
X Link 2026-02-12T00:09Z [---] followers, [----] engagements
"Great opportunity to buy $APP which is giving you uncorrelated returns given it is so discounted. Significant buying support showing up going into close. Buy before close as this volume is meaningful. Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying. Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying"
X Link 2026-02-13T20:03Z [---] followers, [---] engagements
"Clearly meaningful buyers understand $APP and have stepped in. I'm buying more - needed to see this kind of volume of buying"
X Link 2026-02-13T19:46Z [---] followers, [----] engagements
"My suggestion to $APP management is to just keep executing and beating the competition. There is absolutely nothing you can do about the stock price in the short term. I would suggest buying back shares yet - there is more selling to come as the whole tech spaces gets revalued"
X Link 2026-02-12T23:17Z [---] followers, [---] engagements
"Guys the reality is $IGV $APP and all software is uninvestable right now. No big money wants to take the risk to buy as nobody know what will happen with AI. My suggestion is short $IGV as it looks like there is a lot more resetting that needs to happen"
X Link 2026-02-12T15:57Z [---] followers, [---] engagements
"$APP team did a great job addressin all the issues around $META other competitors and other investor concerns. For now market refuses to believe. At this valuation of $5% FCF yield 40%+ growth and such business momentum just gotta wait out this market tantrum"
X Link 2026-02-11T23:07Z [---] followers, [----] engagements
"This $APP reaction will reverse guys. Beat on everything and no reason to be down"
X Link 2026-02-11T21:16Z [---] followers, [----] engagements
"Think of $APP as the @OpenAI for the advertising and gaming vertical. What they have is the BEST AI for monetizing gaming customers using perf advertising. It is the future of what these specialized AI companies in vertical domains will look like Low head count low capex crazy growth and margins. https://twitter.com/i/web/status/2021650966563479569 https://twitter.com/i/web/status/2021650966563479569"
X Link 2026-02-11T18:22Z [---] followers, [---] engagements
"Today's another episode in $APP's trial by fire. As AI gets more powerful imagine what $APPs models monetized this Q on perf advertising $META and $GOOG have already given you the answer. And no capex ecom crazy growth. BUY or at a min Hold On For all the $app newbies (including the large LO/HFs) who came in with the SP500 inclusion but got burnt welcome to $app's trial by fire Still time to get back in before it pops post earnings and you are underweight Here is why: - Has an incredibly strong MOAT dominating the https://t.co/qxI2DhiZp1 For all the $app newbies (including the large LO/HFs)"
X Link 2026-02-11T17:50Z [---] followers, [----] engagements
"For all the $app newbies (including the large LO/HFs) who came in with the SP500 inclusion but got burnt welcome to $app's trial by fire Still time to get back in before it pops post earnings and you are underweight Here is why: - Has an incredibly strong MOAT dominating the gaming advert market with the amazing technology/AI. - Trading at a 4% FCF yield and 40%+ growth and benefiting from AI (not displaced by it) - Entering HUGE ecom mkt which will drive growth for years with no capex burden - Short report frequency to reduce given $APP will destroy short's credibility/business (see recent"
X Link 2026-02-10T18:08Z [---] followers, [----] engagements
"For all you guys complaining about @bipulsinha post stop the whining. Speak to Elon first if you have any issues with CEO communication. Also Bipul is brilliant and built a juggernaut that is making U guys a ton of money so accept / try and appreciate and move on. $RBRK Buy Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall. https://t.co/3uSjgSWRC4 Some part of investing are"
X Link 2026-02-10T17:20Z [---] followers, [---] engagements
"Some part of investing are pretty easy. When a CEO buys his own shares usually decent time to buy When a CEO pre-sched sells shares usually doesnt mean much When a CEO does whatever the hell $RBRK CEO just did you take a deep breath and firmly hit your head against a wall"
X Link 2026-02-10T11:15Z [----] followers, 12.2K engagements
"For those wondering $APP is still a BUY today. Ignore the % change and look at the $ price. They will have blowout earnings and stock going back to $750. Hope this puts things in context. For avoidance of doubt I continue to buy and already have a significant position"
X Link 2026-02-09T19:13Z [---] followers, [---] engagements
"Great job $APP - Nobody just apologizes even if they are wrong unless there is significant threat of legal action Great job and please stay aggressive Shows you with the market reaction today that even the stupidest of short report create an overhang on the stock. Stocking going back to $750 BUY https://twitter.com/i/web/status/2020884819282960780 https://twitter.com/i/web/status/2020884819282960780"
X Link 2026-02-09T15:37Z [---] followers, [----] engagements
"Correction and Apology Capitalwatch hereby announces significant revisions to the investigative report published on January [--] [----] titled "The Southeast Asian Money Laundering Syndicate's NASDAQ "Laundromat"We are http://x.com/i/article/2020721461586210816 http://x.com/i/article/2020721461586210816"
X Link 2026-02-09T04:51Z [---] followers, 167.5K engagements
"$RBRK @bipulsinha This launch and the $CRWD integration show you why Rubrik will be one of the winners in this AI / Agentic world. We already know they are beating this Q so above 33% rev growth Short- and long-term Qs answered and trading at a 3.8% 2028FCF yield. B U Y AI Agents are rapidly reshaping the enterprise landscape promising unprecedented speed and automation. But how do you empower your organization to innovate without exposing your data and infrastructure to unchecked risks Join us for the launch of Rubrik Agent Cloud on Feb. 18th https://t.co/Qfh8l7o4yc AI Agents are rapidly"
X Link 2026-02-08T16:08Z [---] followers, [---] engagements
"AI Agents are rapidly reshaping the enterprise landscape promising unprecedented speed and automation. But how do you empower your organization to innovate without exposing your data and infrastructure to unchecked risks Join us for the launch of Rubrik Agent Cloud on Feb. 18th 👉 https://go.rbrk.co/7y5ube https://go.rbrk.co/7y5ube"
X Link 2026-02-06T21:05Z 43.7K followers, [----] engagements
"Now that the fever is breaking you still have time in the pre-market. $BE is going to $200+.it is a buy and keep. Just listen to the call. $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ $BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing"
X Link 2026-02-06T10:29Z [---] followers, [---] engagements
"$BE not holding gains after an incredible earnings call is a gift. This isn't software - it is the only power generator who can put up power plants in less than [---] days Amazing future ahead. If you have liquidity use this crazy market freakout to buy. I'm short $IGV and $QQQ"
X Link 2026-02-06T00:34Z [---] followers, [---] engagements
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