[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @no_cap_cap VibeInvest5 VibeInvest5 posts on X about msft, $msft, money, $four the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::974537417960046592/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +95% - X Months XXXXXXX +1,395% - X Year XXXXXXX +28,725% ### Mentions: XXX [#](/creator/twitter::974537417960046592/posts_active)  - X Week XXX -XX% - X Month XXX +135% - X Months XXX +1,103% - X Year XXXXX +9,064% ### Followers: XXX [#](/creator/twitter::974537417960046592/followers)  - X Week XXX +4.70% - X Month XXX +18% - X Months XXX +399% - X Year XXX +266% ### CreatorRank: XXXXXXX [#](/creator/twitter::974537417960046592/influencer_rank)  ### Social Influence [#](/creator/twitter::974537417960046592/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [msft](/topic/msft) #199, [$msft](/topic/$msft) #207, [money](/topic/money) 3.28%, [$four](/topic/$four) 2.19%, [amzn](/topic/amzn) #1001, [goog](/topic/goog) 2.19%, [nvda](/topic/nvda) 2.19%, [$blnto](/topic/$blnto) 1.64%, [$amzn](/topic/$amzn) #368, [$goog](/topic/$goog) XXXX% **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@bizalmanac](/creator/undefined) [@simeonresearch](/creator/undefined) [@alexeimartov](/creator/undefined) [@simeonresearch_](/creator/undefined) [@everydaycap](/creator/undefined) [@grok](/creator/undefined) [@nestbetter](/creator/undefined) [@jamesmktmaster](/creator/undefined) [@bigpoppastonk](/creator/undefined) [@cj0pp3l](/creator/undefined) [@compoundpapi](/creator/undefined) [@realroseceline](/creator/undefined) [@askperplexity](/creator/undefined) [@amplifythealpha](/creator/undefined) [@nocapcap](/creator/undefined) [@hamenateah](/creator/undefined) [@chudcap](/creator/undefined) [@keepawake2](/creator/undefined) [@jbulltard1](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/$msft) [4 (FOUR)](/topic/$four) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Micron Technology, Inc. (MU)](/topic/$mu) [Synopsys, Inc. (SNPS)](/topic/$snps) [Apple, Inc. (AAPL)](/topic/$aapl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Five Below, Inc. (FIVE)](/topic/$five) [Danaher Corporation (DHR)](/topic/$dhr) [Open Custody Protocol (OPEN)](/topic/$open) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Bitcoin (BTC)](/topic/bitcoin) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Fartcoin (FARTCOIN)](/topic/fartcoin) [ANSYS, Inc. (ANSS)](/topic/$anss) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [SIX (SIX)](/topic/$six) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Oracle Corporation (ORCL)](/topic/$orcl) ### Top Social Posts [#](/creator/twitter::974537417960046592/posts) --- Top posts by engagements in the last XX hours "Can $CMG.TO please announce an acquisition this week Tired of being underwater on it and how can you be a roll up if you dont roll anything up Its been so long I feel like something good has got to be in the works no"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946719537354961034) 2025-07-19 23:51:20 UTC XXX followers, XXX engagements "then this should be our chance to buy good businesses"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947461184422097382) 2025-07-22 00:58:23 UTC XXX followers, XXX engagements "Also another related thing is that a lot of people on here dont seem to know that if you sell a stock you are allowed to buy it again 😐"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945003126064603166) 2025-07-15 06:10:56 UTC XXX followers, XXX engagements "@ALEXEIMARTOV @KairosPraxis Spent XX years doing Buddhist mediation and then XX years doing a phd in the classics so watching one minute candles is probably my most practical use of time so far 🤷🏻♂🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945153182423736813) 2025-07-15 16:07:12 UTC XXX followers, XXX engagements "since it is similar amounts I wonder if these are mandatory buys with their bonus as per CSU structure"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946978899327631779) 2025-07-20 17:01:57 UTC XXX followers, XXX engagements "so $DHR is actually not that cheap here is P/E a legit way to look at it EV/EBITDA better"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947837978862358901) 2025-07-23 01:55:37 UTC XXX followers, XXX engagements "@KairosPraxis @StephenFrampto9 but if you dont own any shares then"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945998325720986045) 2025-07-18 00:05:30 UTC XXX followers, XX engagements "@EverydayCap Whats your short thesis for $BLN.TO other than that its Chinese junk (which turns out to be incorrect) and that it has has a bunch of sleepy legacy competition"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947099474998018422) 2025-07-21 01:01:04 UTC XXX followers, XX engagements "$AMZN is actually doing OK but it sure *feels* like 🥱 I hope they buy more of Anthropic as recently rumored"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945857990416052523) 2025-07-17 14:47:51 UTC XXX followers, XXX engagements "@compoundpapi @OPMWire @StockTalk416 actually he said he owned it during its oil sands hay day and it was a multibagger for them and it's now on his watchlist; matr he owns"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947863586719862867) 2025-07-23 03:37:23 UTC XXX followers, XX engagements "next earnings August X and lately holding through their earnings has been like putting it all on red 🙈"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946722870400569735) 2025-07-20 00:04:35 UTC XXX followers, XXX engagements "the hottest new stablecoin: TerraVest Industries and better than all the other stablecoins as each token is backed by cashflowing assets whose cashflows are reinvested in further cashflowing assets"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947314671821734054) 2025-07-21 15:16:11 UTC XXX followers, XXX engagements "I dont think people on FinTwit know that owning $ASML is optional 😆"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945192095527911825) 2025-07-15 18:41:50 UTC XXX followers, XXX engagements "Sold half my $MSFT so should I get a starter in $MU or $FEIM"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944796123992076467) 2025-07-14 16:28:23 UTC XXX followers, 1792 engagements "Why wait until the clouds part if we already know Mattr is a quality business with quality management"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947666763065528656) 2025-07-22 14:35:16 UTC XXX followers, XXX engagements "@KairosPraxis This is the bio of the CEO who gave me my first X by driving a company to a surprise bankruptcy right after a major private placement financing smh"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946957148036186151) 2025-07-20 15:35:31 UTC XXX followers, XXX engagements "first thing I always look at revenue growth looks good fcf growth looks good something weird going on with net income $CLBT"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1940249718296387614) 2025-07-02 03:22:35 UTC XXX followers, 2878 engagements ""and EnTrans which is massive only contributed X weeks to this quarter""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944527089308516685) 2025-07-13 22:39:20 UTC XXX followers, XXX engagements "Which "next AXON" performs better over the next year: $CLBT or $BLN.TO (N.B. BLN is more aptly the next $AXON of safety)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944062229470687381) 2025-07-12 15:52:09 UTC XXX followers, XXX engagements "@bizalmanac @AskPerplexity wow perplexity sucks AAPL shouldn't buy it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947732310574698704) 2025-07-22 18:55:44 UTC XXX followers, XX engagements "@KairosPraxis @bigpoppastonk @SimeonResearch_ Groks idea of 69"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947792931521491142) 2025-07-22 22:56:37 UTC XXX followers, XX engagements "@JuanILebedev @TBU12345678 MU sounds like a bit of a binary bet at this juncture"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946617265103028354) 2025-07-19 17:04:57 UTC XXX followers, XX engagements "@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @SimeonResearch_ @LukeWolgram please do BLN next (can be positive or negative)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946971853572178086) 2025-07-20 16:33:57 UTC XXX followers, XX engagements "that's a pass for me as i have a rule against binary bets (having been on the wrong side of several of them) and everyone seems to agree rn that what happens with Micron depends on what happens with Samsung"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946619005223289283) 2025-07-19 17:11:51 UTC XXX followers, XXX engagements "@KairosPraxis I love trailing stops. I keep them pretty loose but as multiple gets higher tighten them up. But I only really sell if I have a better idea. Otherwise might as well let it do it's thing. Also feels like it takes some of the decision making out of the process--market decides"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947769111372829105) 2025-07-22 21:21:58 UTC XXX followers, XX engagements "@SimeonResearch_ I DONT EVEN WANT TO BUY IT BECAUSE I DONT HAVE ANY SHEKELS BUT THE SUSPENSE IS KILLING ME"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947419641669931293) 2025-07-21 22:13:18 UTC XXX followers, XX engagements "coworker is up XX% on the Fartcoin I recommended as a momo play 🤦🏻♂ (don't own it myself of course)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947494772085813294) 2025-07-22 03:11:51 UTC XXX followers, XXX engagements "@PointBreakout @RedshirtInsight XXX% everyone (on here) wants that (including Mayer in his original pitch); I think they will but if they don't it's a red flag"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947021836916761042) 2025-07-20 19:52:34 UTC XXX followers, XX engagements "@bigpoppastonk @KairosPraxis @SimeonResearch_ @grok 🤣🤣🤣"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947803836082753804) 2025-07-22 23:39:57 UTC XXX followers, XX engagements "@GSinghinvests just saw this now but Mattr 🧵"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946718885891412061) 2025-07-19 23:48:45 UTC XXX followers, XX engagements "@EverydayCap oh shit you got the Bullish Trend retweet 🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947841349497327964) 2025-07-23 02:09:01 UTC XXX followers, XX engagements ""This combination bolsters Synopsys strong financial position with projected margin expansion and greater unlevered free cash flow generation enabling rapid deleveraging over a period of two years.""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946261786275291581) 2025-07-18 17:32:24 UTC XXX followers, XX engagements "@ALEXEIMARTOV I guess the difficulty is that were always evaluating and reevaluating what those X great ideas are and sometimes stuff gets overvalued inviting you to trim for something undervalued. At least thats how I see it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947128922023616579) 2025-07-21 02:58:05 UTC XXX followers, XX engagements "@KairosPraxis trim some put on a trailing stop and hold until you have an idea that you think will perform better--that's what I do 🤷🏻♂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947752395704045721) 2025-07-22 20:15:33 UTC XXX followers, XX engagements "markets are funny it was actually hard to buy $NVDA at XXX cuz at that time almost every comment on here was "wait for 80" "it's going to 50" "the CUDA moat is dead" "semis are cyclical" but sometimes deals are hiding in plain sight just have to tune out the noise of the day"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945298076270305368) 2025-07-16 01:42:57 UTC XXX followers, XXX engagements "$MSFT was first back to a new ATH. Then $NVDA. $META intraday but now probably cooked for a while on its massive capex. So that means $AMZN probably next. Unless $GOOG or $AAPL a dark horse. (And TSLA should be replaced with a non-cult stonk.)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946014925450777060) 2025-07-18 01:11:28 UTC XXX followers, XXX engagements "Took Better Nests counsel and axed some meta"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945198907266658637) 2025-07-15 19:08:54 UTC XXX followers, 1477 engagements "Thanks to whomever stepped up and bought $BLN.TO today; otherwise this could have been a lot worse"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945939139389804713) 2025-07-17 20:10:19 UTC XXX followers, XXX engagements "Can the quality guys please start looking at this Need to know if its real or just a data center momo stonk"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946301815643144463) 2025-07-18 20:11:28 UTC XXX followers, XXX engagements "$DSG.TO down XX% over that last quarter Revenues of $XXXXX million up XX% from $XXXXX million in the first quarter of fiscal 2025 (Q1FY25) Net income of $XXXX million up X% from $XXXX million in Q1FY25"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1934373307920556239) 2025-06-15 22:11:50 UTC XXX followers, 1132 engagements "$NVDA valuation still actually not that bad"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946281956075061264) 2025-07-18 18:52:33 UTC XXX followers, 2135 engagements "@KairosPraxis "deep expertise in finance" = bankruptcy lol This is the company he was CEO of"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947011400645349397) 2025-07-20 19:11:06 UTC XXX followers, XX engagements "@otiscap @marc_slans you mean like TTM P/E of 37"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947844074549219564) 2025-07-23 02:19:51 UTC XXX followers, XX engagements "@Msp194 @Semiaut0o0 @KairosPraxis If Gemini is right it closed a bit below fair value"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945592908297769320) 2025-07-16 21:14:31 UTC XXX followers, XXX engagements "@compoundpapi @bizalmanac @AskPerplexity I had a bad feeling thats what it implied 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945194971440484727) 2025-07-15 18:53:15 UTC XXX followers, XX engagements "If this is right gotta admit it's very tempting "with $ANSS $SNPS has $XX of EPS power which this thing is not at all priced for""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946265564080742623) 2025-07-18 17:47:24 UTC XXX followers, XXX engagements ""based on my knowledge of Danaher I was certain that a similar serial acquirer model would be successful in Japan""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944445318306955401) 2025-07-13 17:14:24 UTC XXX followers, XXX engagements "Growth estimates aren't that exciting either. This is what I sold my last Softie for"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947839164227194978) 2025-07-23 02:00:20 UTC XXX followers, XXX engagements "@ALEXEIMARTOV Yeah I don't know why we all seem to have this constant drive to look for new ideas though it also kind of happens inevitably that we are constantly exposed to new ideas. I always try to concentrate in my top ideas but lately my top ideas have been changing almost monthly"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947134632375288067) 2025-07-21 03:20:47 UTC XXX followers, XX engagements "@snowytrail1 @muddywatersre @grok based on public tweets when did Marc Cohodes go short RILY when did he close his short"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947762103638696048) 2025-07-22 20:54:07 UTC XXX followers, XXX engagements "So far have been wrong on this one but am so so tempted to keep averaging down. That's probably the wrong thing to do since the market is smarter than me but personally I don't see any reason for the sell off so to me looks like the same discounted cashflows for cheaper"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946611562476933368) 2025-07-19 16:42:17 UTC XXX followers, XXX engagements "@SimeonResearch_ you're in my Tier X what more do you want 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947406703773073668) 2025-07-21 21:21:53 UTC XXX followers, XXX engagements "Trying to convince my dad to buy his first ever stock. Funny or actually very sad story: his neighbours/good friends were making a fortune on JDS Uniphase during the dot-com bubble and got a lot of their friends and family into it but my dad is super conservative with money so never joined in. When the bubble finally burst his neighbours lost everything even their home 😢 Anyhow he now agreed to buying and holding an ETF"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945723751993319436) 2025-07-17 05:54:26 UTC XXX followers, XXX engagements "@shomikghosh21 But you got the 10k I wired you for your new Shomik coin right"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947787409997070569) 2025-07-22 22:34:41 UTC XXX followers, XX engagements "@TBU12345678 @JuanILebedev so now what since $MU has already hit your fair value"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946275166381891941) 2025-07-18 18:25:34 UTC XXX followers, XX engagements "so why don't we start investing in more of the trending but quality hyper growth stories"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947687377541206476) 2025-07-22 15:57:11 UTC XXX followers, XX engagements "What has a better return over the next XX weeks: $CSU.TO or $DSG.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1939389849951429091) 2025-06-29 18:25:47 UTC XXX followers, 1022 engagements "@kar_nels @GoldmanAdvisor @David_Tracey The "nonce k" bug"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946991142702317767) 2025-07-20 17:50:36 UTC XXX followers, XX engagements "@ChudCap Feels like it has to; even though all boats are rising its almost getting unbearable watching dumb money win again 😭"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946296884835778837) 2025-07-18 19:51:52 UTC XXX followers, XX engagements "@KairosPraxis @BerkelKip It focuses on natural resources SaaS"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944516501769490866) 2025-07-13 21:57:16 UTC XXX followers, XXX engagements "Been thinking about this a lot lately Some on here really do talk like you can only compound by hodling but I dont think that math necessarily maths I mean mad props to the hodlers but"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945003122033573943) 2025-07-15 06:10:55 UTC XXX followers, 1217 engagements "@keepawake2 I like $CLPT because its biotech picks and shovels. Biotech itself is way too hard for me"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945526695907168427) 2025-07-16 16:51:25 UTC XXX followers, XXX engagements "@KairosPraxis if you haven't noticed i don't do deep dives i just do bite sized impressions as I go 😂 don't have the attention span to do deep dives nor to read them 🤷🏻♂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946600798928191945) 2025-07-19 15:59:31 UTC XXX followers, XX engagements "Day X of interrupting compounding not going well 😆"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945142470909595654) 2025-07-15 15:24:38 UTC XXX followers, XXX engagements "Which performs better over the next X years: $LMN.V or $FFH.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1932660365927825585) 2025-06-11 04:45:12 UTC XXX followers, 2039 engagements "@compoundpapi @bizalmanac Based on a real person who is actually suing the show. She used to be big on here but havent seen her lately"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946007581350297913) 2025-07-18 00:42:17 UTC XXX followers, XX engagements "@KairosPraxis @DurableCreators I want the momo stonks to crash and burn but my boring respectable equities to keep slowly going up--is that too much to ask for"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947405698163245149) 2025-07-21 21:17:54 UTC XXX followers, XX engagements "@c_mcmanus @BenBajarin How so Im not seeing anything but more bad news for their AI efforts"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946071803220361571) 2025-07-18 04:57:28 UTC XXX followers, XX engagements "@EverydayCap weird comparison considering they only recently turned adjusted EBITDA positive"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947702575031304428) 2025-07-22 16:57:35 UTC XXX followers, XXX engagements "@amplifythealpha @jfhksar88 Have fun with your boomer asset"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947002243619971189) 2025-07-20 18:34:43 UTC XXX followers, XX engagements "@SimeonResearch_ @bigpoppastonk @KairosPraxis @grok"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947810668075261968) 2025-07-23 00:07:06 UTC XXX followers, XXX engagements "@KairosPraxis @StephenFrampto9 Hmm interesting"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945924060359401715) 2025-07-17 19:10:24 UTC XXX followers, XX engagements "@KairosPraxis @SimeonResearch_ all three of us now 🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945265731139977414) 2025-07-15 23:34:26 UTC XXX followers, XX engagements "most everything has had so much multiple expansion in the last two months that I now have a lot less actionable ideas. Of the stuff I follow still buyable imo are MATR MRVL KSI BLN GOOG BRK CLPT CLBT (CMG) etc"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947122295027470812) 2025-07-21 02:31:45 UTC XXX followers, XXX engagements "added to MATR (and put a bid on BLN at the low of the day)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947323052481565070) 2025-07-21 15:49:29 UTC XXX followers, XXX engagements "@JonErlichman Isnt this a pump n dump Why you giving him air time Yesterdays top buyers are already down 40%"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947821498384986216) 2025-07-23 00:50:08 UTC XXX followers, XXX engagements "@KairosPraxis XXX% social media has destroyed my brain. I used to excitedly read Heidegger etc all day long and now I wasn't kidding when I said that quote you posted was too long 😂 Though as an act of friendship I did summon all of my strength in order to give it a read 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946604610472599686) 2025-07-19 16:14:39 UTC XXX followers, XX engagements "Seems like the big question is Samsung qualification. $MU bulls argue it is just a negotiating tactic on the part of NVDA. But TBU is pointing out that if Samsung gets qualified and then goes with Micron that's bad for Micron's pricing and if NVDA goes with Samsung that is also bad for Micron. But also people seem to think there is no reason Samsung won't be able to pull it off. So only Micron bull case is Samsung fails qualification or HBM demand exceeds Samsung joining the fray. Thoughts"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946292993339842904) 2025-07-18 19:36:24 UTC XXX followers, XX engagements "it's not even possible to keep up with all the stuff pumping rn probably end days"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947680031293247794) 2025-07-22 15:28:00 UTC XXX followers, XXX engagements "@EverydayCap last one was due to a tariff duty so in a way you are literally right"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947710124304613802) 2025-07-22 17:27:34 UTC XXX followers, XX engagements "Which performs better over the next X months: $CLPT or $CLBT"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1943747263622525286) 2025-07-11 19:00:35 UTC XXX followers, 1361 engagements "27 As we get to the second half of this year and into 2026 I think the clouds will part and it will be a lot easier for investors to appreciate the quality of this business and the quality of the management team. (lfg)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947480304471691588) 2025-07-22 02:14:21 UTC XXX followers, XXX engagements "I think Kairos is right here: its time to be looking ahead to a bull case on getting short NVDA Perhaps short NVDA long MRVL"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945616415991763054) 2025-07-16 22:47:56 UTC XXX followers, XXX engagements "think this is the most Gemini has ever glazed me sincerely apologizes for its mistake explains how it came to make the mistake thanks me and appreciates me for persistently correcting it 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947751537138405413) 2025-07-22 20:12:08 UTC XXX followers, XXX engagements "@amplifythealpha Been following Bitcoin and crypto since 2017 and have been very wrong on how popular they would become as "assets" but I do think investing in a branded internet coin created by software is extremely risky (and foolish). I prefer investing in companies growing their EPS ✌"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947023070860095851) 2025-07-20 19:57:28 UTC XXX followers, XX engagements "@amplifythealpha is it still X MB blocks with X tps haven't been following it since those days as it was an expensive slow dinosaur back then"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947026148556447814) 2025-07-20 20:09:42 UTC XXX followers, XX engagements "kinda chart i love to buy on a quality company adding to my list of cos to consider while everyone else is chasing the shitco du jour"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947704415429005488) 2025-07-22 17:04:53 UTC XXX followers, XXX engagements "maybe the market is going to look through the massive capex to the roic"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947345645309690146) 2025-07-21 17:19:16 UTC XXX followers, XXX engagements "Eiichi Arai: "We aim to acquire SMB manufacturing companies where the owners do not have a viable successor - a very common reality in Japan. Unlike with a typical private equity firm we do not sell our portfolio companies.""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946699319899521321) 2025-07-19 22:31:00 UTC XXX followers, XXX engagements "@SimeonResearch_ oh lol I didn't even know about that just works a lot better for me than following people because then instead of getting force fed you can choose your feed exactly as you like it 🤷🏻♂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947429100949225661) 2025-07-21 22:50:53 UTC XXX followers, XXX engagements "@FintwitPeaked @compoundpapi Marvell looks good rn in my tourist opinion"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946309514531328276) 2025-07-18 20:42:03 UTC XXX followers, XX engagements "Hempton wants to get in there too 😂 Must be the end of a bull run with the short sellers now all going for each others jugulars"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947901485502939624) 2025-07-23 06:07:59 UTC XXX followers, XX engagements "KITS in Kitsmaking you money while you chill on the weekend 😎"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946747942548996460) 2025-07-20 01:44:12 UTC XXX followers, XXX engagements "Got a small position. Better late than never"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1943391354761154837) 2025-07-10 19:26:20 UTC XXX followers, XXX engagements "@simcity31 @CJ0pp3l any updated thoughts on this"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944516927118024898) 2025-07-13 21:58:57 UTC XXX followers, XX engagements "@KairosPraxis is this the start of your new series"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947401156637962630) 2025-07-21 20:59:51 UTC XXX followers, XXX engagements "@ecommerceshares Trump has lost all credibility. Even his base are at each others throats now. Trump being kneecapped is good for markets"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944815255496090045) 2025-07-14 17:44:24 UTC XXX followers, XXX engagements "@yao30059829 @geoffreykarren @Jukanlosreve Many speculating that they are waiting for Samsung only in order to get a better price from Micron"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944939666169585730) 2025-07-15 01:58:46 UTC XXX followers, XX engagements "Which performs better over the next six months: $FOUR or $FIVE"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944597593058611400) 2025-07-14 03:19:29 UTC XXX followers, 1335 engagements "It's alive $FOUR "Shift4 Completes Acquisition Of Global Blue""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1940779485982609637) 2025-07-03 14:27:42 UTC XXX followers, 4218 engagements "(nvda filled the gap and ploughed right through my tight stop on the stargate news; would mos def buy back if it cools off a bit)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947664749250154759) 2025-07-22 14:27:16 UTC XXX followers, XX engagements "for me one of the greatest mysterious of the modern period will always be how Kairos could listen to this podcast and then say to himself "nope that's a pass for me""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945294995788861645) 2025-07-16 01:30:43 UTC XXX followers, XXX engagements "Excellent write up. Definitely worth the read. $KSI.TO Great timing too imo (ie can btd)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946978268227502426) 2025-07-20 16:59:26 UTC XXX followers, XXX engagements "@carmo_analyse looks like you're right but might be a good place to be when this bubble pops"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947462421615943775) 2025-07-22 01:03:18 UTC XXX followers, XX engagements "@bizalmanac @compoundpapi @AskPerplexity OK thats much different lol and reinforces Papis point above about gotta do what works for you. I totally agree with that as ones personality and also lifestyle majorly affect what does work for oneself. Btw would have been crazy if Grok got the style glove referencenot yet"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945206419600314505) 2025-07-15 19:38:45 UTC XXX followers, XX engagements "@amplifythealpha Agree to disagree. Will be a zero one day imo. It is purely a brand. There are now over XX million cryptocurrencies so the idea they are scare is a joke. Anyway don't want to waste time arguing about it. Have a nice Sunday 🤟"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947018423659384842) 2025-07-20 19:39:00 UTC XXX followers, XX engagements "$BLN.TO January Investor Presentation XX minute mark: Our products are manufactured here in Calgary. The core components going into these are primarily on the electronics side they are almost all US supplied components; in the context of the chemical sensors they are mostly European based companies; those are the best in class. @plasticnewt3"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947026947772752168) 2025-07-20 20:12:53 UTC XXX followers, XXX engagements "@KairosPraxis @bigpoppastonk @SimeonResearch_ @grok what is that cursed image"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947797565472444721) 2025-07-22 23:15:02 UTC XXX followers, XX engagements "kinda what I'm thinking on MSFT too though for AMZN feel like it deserves to hit a new ATH before people start calling for trimming"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947415031479734617) 2025-07-21 21:54:59 UTC XXX followers, XXX engagements "market apparently loved this dont really follow it convenience stores just dont seem like a great business to memaybe because as kids we all went through a phase where we discovered the five finger discount"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946054498541265118) 2025-07-18 03:48:43 UTC XXX followers, XXX engagements "Market is going to punish $META for all this capex isnt it Maybe Ill trim and check back in a few months Its really really hard for me not to cut my flowers to water my weeds and MRVL could really use some watering right about now 🫣😵💫🫠"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944870268931072389) 2025-07-14 21:23:00 UTC XXX followers, 4445 engagements "if all these shitcos can fly then $AMZN can at least hit a new all-time high no in a few years Amazon is going to put Anthropic's ASI in its robots and rule the world"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946280544482066834) 2025-07-18 18:46:56 UTC XXX followers, XXX engagements "I still don't understand what people watch on YouTube but good for $GOOG"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946615916369977841) 2025-07-19 16:59:35 UTC XXX followers, XXX engagements "@BradoCapital wait until it only requires glasses / contact lenses then more practical (if not incredibly strange)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947318179404947636) 2025-07-21 15:30:08 UTC XXX followers, XX engagements "@SimeonResearch_ WHAT'S YOUR NEW SECRET ISRAELI STOCK"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947404403306070158) 2025-07-21 21:12:45 UTC XXX followers, XXX engagements "If $GOOG does report another great Q then I think that could be the catalyst it needs like happened with $MSFT"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946633682309328940) 2025-07-19 18:10:11 UTC XXX followers, XXX engagements "@jamesmktmaster @EverydayCap Yeah probably but Cody did it once so I think he can do it again tbd"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947893479818072271) 2025-07-23 05:36:10 UTC XXX followers, XX engagements "Harlan still believes supply is very tight. $MU"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944940336377422005) 2025-07-15 02:01:26 UTC XXX followers, XXX engagements "@TomSmith839 went outside last weekend and hated it just felt tired bored and restless the whole time but you are definitely right that buying shitcos and whatever is most expensive is where all the money is rn 🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946605615188722134) 2025-07-19 16:18:39 UTC XXX followers, XX engagements "@ReturnsJourney When the shitco bubble bursts liquidity will probably flow back into quality"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945876264801480805) 2025-07-17 16:00:28 UTC XXX followers, XXX engagements "@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @SimeonResearch_ @LukeWolgram Dis you"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946968719714082997) 2025-07-20 16:21:30 UTC XXX followers, XX engagements "@KairosPraxis prolly a better roi i got my bluecheck cause it said sign up for elonbux and so i did and then it said sorry you need 5000 bluecheck followers first 🤦🏻♂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947408168314941766) 2025-07-21 21:27:43 UTC XXX followers, XX engagements "@bizalmanac Got very weak towards the end. Dont think I even finished it. Succession became much stronger. Industry also great"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946007800347509165) 2025-07-18 00:43:09 UTC XXX followers, XXX engagements "Is this the news thats making $PNG.V soar on high volume"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945535174240096405) 2025-07-16 17:25:06 UTC XXX followers, XXX engagements "@bizalmanac @AskPerplexity @grok why does Perplexity suck so bad"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947773686578393224) 2025-07-22 21:40:09 UTC XXX followers, XX engagements "CJ literally always appears at the top of my page as recently "posted" even though XX% of the time it's false advertising I think the algo has just figured out that I will click on it if that little B-2 pfp is showing"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945678968100983114) 2025-07-17 02:56:29 UTC XXX followers, XXX engagements "@StockMarketNerd That guy is becoming particularly annoying and in this case probably trying to save his own bag"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946248910479213031) 2025-07-18 16:41:14 UTC XXX followers, XXX engagements "@bizalmanac I just got this one and its pretty good"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946452976983560624) 2025-07-19 06:12:07 UTC XXX followers, XX engagements "@jamesmktmaster @EverydayCap Its done very well already and I dont really get what the moat is but Im sure it will massively outperform my long BLN with its crap margins fake adjusted EBITDA Chinese junk that it forces through its vendor status and fierce competition from entrenched legacy players"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947889576258736235) 2025-07-23 05:20:39 UTC XXX followers, XX engagements "@ALEXEIMARTOV @KairosPraxis 😂 On that note its funny because the most popular Buddhist mantra is om mani pema hum which sounds exactly like oh money pay me hum oh money pay me hum oh money pay me hum"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945172444995600685) 2025-07-15 17:23:45 UTC XXX followers, XX engagements "1:14 we look at our customers and what they're asking us to do and what their ambitions are and quite frankly we can't go fast enough"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946031680042746066) 2025-07-18 02:18:02 UTC XXX followers, XXX engagements "@NestBetter @KairosPraxis Would agree the turn around is done the buyback is back on the debt is being paid down so now just at the start of the runway; will be some volatility of course since end markets' demand as well as seasonality are outside their control"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945317752404894034) 2025-07-16 03:01:09 UTC XXX followers, XXX engagements "@NestBetter but feels like if I even asked this question a few months ago I would have been both excommunicated and laughed off of compounder FinTwit--both because TVK was so loved and because MATR was so hated. Feels like TVK temperature has now cooled to where one can ask the question"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945311611008507997) 2025-07-16 02:36:44 UTC XXX followers, XXX engagements "@Msp194 @Semiaut0o0 @KairosPraxis Made some up AH though"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945592383116382440) 2025-07-16 21:12:26 UTC XXX followers, XX engagements "Seems I misattributed this so who said that then And regardless of who the question still stands This is the top of my shitco list and just don't think I can do any of them even though they will probably all be 1000 baggers. Best I can do is MRVL CLPT CLBT BLN KSI etc"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945674681337754032) 2025-07-17 02:39:27 UTC XXX followers, XXX engagements "alright boyz it's time: what provides the better return over the next two years: $TVK.TO or $MATR.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945305189981827330) 2025-07-16 02:11:13 UTC XXX followers, 1947 engagements "Man should have just kept this version of my port lol Instead got greedy and wanted to build up positions in more torquey names but they are all doing crap (BLN KSI CLPT) whereas what I sold/reduced is hitting new ATHs. Could say theres a lesson in there but I never learn 🤷🏻♂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946006181140680745) 2025-07-18 00:36:43 UTC XXX followers, XXX engagements "@bizalmanac @AskPerplexity @AskPerplexity"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947721999444222061) 2025-07-22 18:14:46 UTC XXX followers, XX engagements "@KairosPraxis X qtrs I could be dead by then 😴☠"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945140493081362896) 2025-07-15 15:16:47 UTC XXX followers, XXX engagements "didnt even know they were working on this sounds bullish"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945235385719587277) 2025-07-15 21:33:51 UTC XXX followers, XXX engagements "so some gamblers are already down XX% on $OPEN within a couple hours smh"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947387681836507530) 2025-07-21 20:06:18 UTC XXX followers, 1214 engagements "@KairosPraxis Guess this would be the more bearish view:"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944854358501609631) 2025-07-14 20:19:47 UTC XXX followers, XXX engagements "@lol_kikko Issue for me is more that it's now a X% position. I do have a little more cash and am so tempted to add because *seems like a good opp* but also last year averaging down on some stocks didn't work out well for me so want to btd but been burned recently"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947040703420502270) 2025-07-20 21:07:32 UTC XXX followers, XXX engagements "TerraVest valuation for growth (+ quality factor) seems reasonable no"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944537971748901252) 2025-07-13 23:22:34 UTC XXX followers, XXX engagements "@bizalmanac @AskPerplexity what is XX divided by 7"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947713901141103041) 2025-07-22 17:42:35 UTC XXX followers, XX engagements "@atelicinvest The revenue breakdown is there too but less picturesque so went with this one"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947053897492881850) 2025-07-20 21:59:58 UTC XXX followers, XX engagements "So what are we spending time on today I was thinking BLN 319A and maybe TGEN. ☕"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946599832531194352) 2025-07-19 15:55:40 UTC XXX followers, XXX engagements "@muddywatersre I agree that he's psycho and a bad investor but how do you lose money being short this since October '23"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947782500828500175) 2025-07-22 22:15:10 UTC XXX followers, 4809 engagements "oh no is Mattr starting to pull a TerraVest. 🙈😆"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944773791600853066) 2025-07-14 14:59:38 UTC XXX followers, XXX engagements "@KairosPraxis so is this AMZN and MSFT situation as bad as you were thinking"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945713714830926008) 2025-07-17 05:14:33 UTC XXX followers, XXX engagements "@RedshirtInsight @PointBreakout You may be right that it's only interesting if cheaper since not in a great sector but as long as things don't get any worse I don't think it will fall more. Just need a good acquisition to show they are on track for CMG XXX in order to improve sentiment"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946980483281383702) 2025-07-20 17:08:15 UTC XXX followers, XX engagements "@SimeonResearch_ @hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @LukeWolgram one of the things I like about Kneat is that they plan to expand into adjacent verticals 7xing the TAM"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947008265570996560) 2025-07-20 18:58:38 UTC XXX followers, XXX engagements "HaaS-SaaS comp: $V $CLPT $CLBT $BLN.TO $FOUR Is BLN not cheap"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946612073238339700) 2025-07-19 16:44:19 UTC XXX followers, XXX engagements "@dopamine_uptake a lot of people saying this old wallet was probably hacked so maybe a CAGR more like a Thanksgiving turkey"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947019227023688184) 2025-07-20 19:42:12 UTC XXX followers, XX engagements "@Chrisbagmancap @PythiaR @compoundpapi He's actually on Twitter but because of his lawsuit only talks about weightlifting and nutrition etc"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947845228884533679) 2025-07-23 02:24:26 UTC XXX followers, XX engagements "And then the reason its cheaper right now is because of the question marks you pointed to but if one thinks they will likely get resolved in a net positive way then that means now is a good opp. I see it like NVDA in March and April: hiding in plain sight. Though this is just a vibes based analysis from a tourist"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944890167942336516) 2025-07-14 22:42:05 UTC XXX followers, XXX engagements "What kind of crappy stock is this @KairosPraxis Everything else goes up at least XXX% a day whereas I already round-tripped on this pos 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945137784450318736) 2025-07-15 15:06:01 UTC XXX followers, XXX engagements "@ALEXEIMARTOV @KairosPraxis watching every one minute candle does not help 😭😂☠"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945143088831254550) 2025-07-15 15:27:06 UTC XXX followers, XXX engagements "@grok @snowytrail1 @muddywatersre OK not sure how he lost money on that then according to the OP"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947763154576150985) 2025-07-22 20:58:18 UTC XXX followers, XX engagements "$MSFT OTOH is in complete beast mode for some reason that continues to completely evade me"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945860206430499040) 2025-07-17 14:56:40 UTC XXX followers, XXX engagements "@KairosPraxis How would that be a change 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946597550225871198) 2025-07-19 15:46:36 UTC XXX followers, XX engagements "just realized that July X volume corresponds with these insider buys and July X corresponds with John Ewing discussing CMG as one to watch on In the Money. I actually added to $CMG.TO after that volume since thought it was some sort of positive sign 😂"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947858991771681000) 2025-07-23 03:19:07 UTC XXX followers, XXX engagements "So people actually secretly like Mattr 😂 Go through the cash tag and its mostly just Better Nest and me for months now actually kind of embarrassing so try not to use the cash tag much anymore"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945353376629448819) 2025-07-16 05:22:42 UTC XXX followers, XXX engagements "@bizalmanac Hey Andy remember how you recently tweeted that you regretted not seizing 2021 as an opportunity to make generational wealth Well now that were back in a full blown 2021 style mania what are we going to do about that"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945663247895650591) 2025-07-17 01:54:01 UTC XXX followers, XXX engagements "downtrend slowing and when this shitco bubble pops money's going to rotate back into fairly priced quality amirite $BRK"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946290613730853342) 2025-07-18 19:26:57 UTC XXX followers, XXX engagements "@SimeonResearch_ @KairosPraxis (in prison for always forgetting LMN of course)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947791219238817925) 2025-07-22 22:49:49 UTC XXX followers, XX engagements "@ContrarianCurse As Peter Schiff said his shit also has a fixed supply 🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947340155662086633) 2025-07-21 16:57:27 UTC XXX followers, XXX engagements "if there's ever been a time for this gif. 😲"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947760303518978254) 2025-07-22 20:46:58 UTC XXX followers, XXX engagements "is this the next stage of this market high fliers gap down on no news"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947677154931777999) 2025-07-22 15:16:34 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@no_cap_cap VibeInvest5
VibeInvest5 posts on X about msft, $msft, money, $four the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +95%
- X Months XXXXXXX +1,395%
- X Year XXXXXXX +28,725%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX +135%
- X Months XXX +1,103%
- X Year XXXXX +9,064%
Followers: XXX #
- X Week XXX +4.70%
- X Month XXX +18%
- X Months XXX +399%
- X Year XXX +266%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXX% finance XXXXX% cryptocurrencies XXX% social networks XXXX% countries XXXX% automotive brands XXXX% fashion brands XXXX% currencies XXXX%
Social topic influence msft #199, $msft #207, money 3.28%, $four 2.19%, amzn #1001, goog 2.19%, nvda 2.19%, $blnto 1.64%, $amzn #368, $goog XXXX%
Top accounts mentioned or mentioned by @kairospraxis @bizalmanac @simeonresearch @alexeimartov @simeonresearch_ @everydaycap @grok @nestbetter @jamesmktmaster @bigpoppastonk @cj0pp3l @compoundpapi @realroseceline @askperplexity @amplifythealpha @nocapcap @hamenateah @chudcap @keepawake2 @jbulltard1
Top assets mentioned Microsoft Corp. (MSFT) 4 (FOUR) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Micron Technology, Inc. (MU) Synopsys, Inc. (SNPS) Apple, Inc. (AAPL) Marvell Technology Inc (MRVL) NVIDIA Corp. (NVDA) Metadium (META) Five Below, Inc. (FIVE) Danaher Corporation (DHR) Open Custody Protocol (OPEN) DLocal Limited Class A Common Shares (DLO) Bitcoin (BTC) Axon Enterprise, Inc. (AXON) Fartcoin (FARTCOIN) ANSYS, Inc. (ANSS) Cadence Design Systems Inc (CDNS) SIX (SIX) Circle Internet Group, Inc. (CRCL) Oracle Corporation (ORCL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Can $CMG.TO please announce an acquisition this week Tired of being underwater on it and how can you be a roll up if you dont roll anything up Its been so long I feel like something good has got to be in the works no"
@no_cap_cap on X 2025-07-19 23:51:20 UTC XXX followers, XXX engagements
"then this should be our chance to buy good businesses" @no_cap_cap on X 2025-07-22 00:58:23 UTC XXX followers, XXX engagements
"Also another related thing is that a lot of people on here dont seem to know that if you sell a stock you are allowed to buy it again 😐" @no_cap_cap on X 2025-07-15 06:10:56 UTC XXX followers, XXX engagements
"@ALEXEIMARTOV @KairosPraxis Spent XX years doing Buddhist mediation and then XX years doing a phd in the classics so watching one minute candles is probably my most practical use of time so far 🤷🏻♂🫤" @no_cap_cap on X 2025-07-15 16:07:12 UTC XXX followers, XXX engagements
"since it is similar amounts I wonder if these are mandatory buys with their bonus as per CSU structure" @no_cap_cap on X 2025-07-20 17:01:57 UTC XXX followers, XXX engagements
"so $DHR is actually not that cheap here is P/E a legit way to look at it EV/EBITDA better" @no_cap_cap on X 2025-07-23 01:55:37 UTC XXX followers, XXX engagements
"@KairosPraxis @StephenFrampto9 but if you dont own any shares then" @no_cap_cap on X 2025-07-18 00:05:30 UTC XXX followers, XX engagements
"@EverydayCap Whats your short thesis for $BLN.TO other than that its Chinese junk (which turns out to be incorrect) and that it has has a bunch of sleepy legacy competition" @no_cap_cap on X 2025-07-21 01:01:04 UTC XXX followers, XX engagements
"$AMZN is actually doing OK but it sure feels like 🥱 I hope they buy more of Anthropic as recently rumored" @no_cap_cap on X 2025-07-17 14:47:51 UTC XXX followers, XXX engagements
"@compoundpapi @OPMWire @StockTalk416 actually he said he owned it during its oil sands hay day and it was a multibagger for them and it's now on his watchlist; matr he owns" @no_cap_cap on X 2025-07-23 03:37:23 UTC XXX followers, XX engagements
"next earnings August X and lately holding through their earnings has been like putting it all on red 🙈" @no_cap_cap on X 2025-07-20 00:04:35 UTC XXX followers, XXX engagements
"the hottest new stablecoin: TerraVest Industries and better than all the other stablecoins as each token is backed by cashflowing assets whose cashflows are reinvested in further cashflowing assets" @no_cap_cap on X 2025-07-21 15:16:11 UTC XXX followers, XXX engagements
"I dont think people on FinTwit know that owning $ASML is optional 😆" @no_cap_cap on X 2025-07-15 18:41:50 UTC XXX followers, XXX engagements
"Sold half my $MSFT so should I get a starter in $MU or $FEIM" @no_cap_cap on X 2025-07-14 16:28:23 UTC XXX followers, 1792 engagements
"Why wait until the clouds part if we already know Mattr is a quality business with quality management" @no_cap_cap on X 2025-07-22 14:35:16 UTC XXX followers, XXX engagements
"@KairosPraxis This is the bio of the CEO who gave me my first X by driving a company to a surprise bankruptcy right after a major private placement financing smh" @no_cap_cap on X 2025-07-20 15:35:31 UTC XXX followers, XXX engagements
"first thing I always look at revenue growth looks good fcf growth looks good something weird going on with net income $CLBT" @no_cap_cap on X 2025-07-02 03:22:35 UTC XXX followers, 2878 engagements
""and EnTrans which is massive only contributed X weeks to this quarter"" @no_cap_cap on X 2025-07-13 22:39:20 UTC XXX followers, XXX engagements
"Which "next AXON" performs better over the next year: $CLBT or $BLN.TO (N.B. BLN is more aptly the next $AXON of safety)" @no_cap_cap on X 2025-07-12 15:52:09 UTC XXX followers, XXX engagements
"@bizalmanac @AskPerplexity wow perplexity sucks AAPL shouldn't buy it" @no_cap_cap on X 2025-07-22 18:55:44 UTC XXX followers, XX engagements
"@KairosPraxis @bigpoppastonk @SimeonResearch_ Groks idea of 69" @no_cap_cap on X 2025-07-22 22:56:37 UTC XXX followers, XX engagements
"@JuanILebedev @TBU12345678 MU sounds like a bit of a binary bet at this juncture" @no_cap_cap on X 2025-07-19 17:04:57 UTC XXX followers, XX engagements
"@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @SimeonResearch_ @LukeWolgram please do BLN next (can be positive or negative)" @no_cap_cap on X 2025-07-20 16:33:57 UTC XXX followers, XX engagements
"that's a pass for me as i have a rule against binary bets (having been on the wrong side of several of them) and everyone seems to agree rn that what happens with Micron depends on what happens with Samsung" @no_cap_cap on X 2025-07-19 17:11:51 UTC XXX followers, XXX engagements
"@KairosPraxis I love trailing stops. I keep them pretty loose but as multiple gets higher tighten them up. But I only really sell if I have a better idea. Otherwise might as well let it do it's thing. Also feels like it takes some of the decision making out of the process--market decides" @no_cap_cap on X 2025-07-22 21:21:58 UTC XXX followers, XX engagements
"@SimeonResearch_ I DONT EVEN WANT TO BUY IT BECAUSE I DONT HAVE ANY SHEKELS BUT THE SUSPENSE IS KILLING ME" @no_cap_cap on X 2025-07-21 22:13:18 UTC XXX followers, XX engagements
"coworker is up XX% on the Fartcoin I recommended as a momo play 🤦🏻♂ (don't own it myself of course)" @no_cap_cap on X 2025-07-22 03:11:51 UTC XXX followers, XXX engagements
"@PointBreakout @RedshirtInsight XXX% everyone (on here) wants that (including Mayer in his original pitch); I think they will but if they don't it's a red flag" @no_cap_cap on X 2025-07-20 19:52:34 UTC XXX followers, XX engagements
"@bigpoppastonk @KairosPraxis @SimeonResearch_ @grok 🤣🤣🤣" @no_cap_cap on X 2025-07-22 23:39:57 UTC XXX followers, XX engagements
"@GSinghinvests just saw this now but Mattr 🧵" @no_cap_cap on X 2025-07-19 23:48:45 UTC XXX followers, XX engagements
"@EverydayCap oh shit you got the Bullish Trend retweet 🫤" @no_cap_cap on X 2025-07-23 02:09:01 UTC XXX followers, XX engagements
""This combination bolsters Synopsys strong financial position with projected margin expansion and greater unlevered free cash flow generation enabling rapid deleveraging over a period of two years."" @no_cap_cap on X 2025-07-18 17:32:24 UTC XXX followers, XX engagements
"@ALEXEIMARTOV I guess the difficulty is that were always evaluating and reevaluating what those X great ideas are and sometimes stuff gets overvalued inviting you to trim for something undervalued. At least thats how I see it" @no_cap_cap on X 2025-07-21 02:58:05 UTC XXX followers, XX engagements
"@KairosPraxis trim some put on a trailing stop and hold until you have an idea that you think will perform better--that's what I do 🤷🏻♂" @no_cap_cap on X 2025-07-22 20:15:33 UTC XXX followers, XX engagements
"markets are funny it was actually hard to buy $NVDA at XXX cuz at that time almost every comment on here was "wait for 80" "it's going to 50" "the CUDA moat is dead" "semis are cyclical" but sometimes deals are hiding in plain sight just have to tune out the noise of the day" @no_cap_cap on X 2025-07-16 01:42:57 UTC XXX followers, XXX engagements
"$MSFT was first back to a new ATH. Then $NVDA. $META intraday but now probably cooked for a while on its massive capex. So that means $AMZN probably next. Unless $GOOG or $AAPL a dark horse. (And TSLA should be replaced with a non-cult stonk.)" @no_cap_cap on X 2025-07-18 01:11:28 UTC XXX followers, XXX engagements
"Took Better Nests counsel and axed some meta" @no_cap_cap on X 2025-07-15 19:08:54 UTC XXX followers, 1477 engagements
"Thanks to whomever stepped up and bought $BLN.TO today; otherwise this could have been a lot worse" @no_cap_cap on X 2025-07-17 20:10:19 UTC XXX followers, XXX engagements
"Can the quality guys please start looking at this Need to know if its real or just a data center momo stonk" @no_cap_cap on X 2025-07-18 20:11:28 UTC XXX followers, XXX engagements
"$DSG.TO down XX% over that last quarter Revenues of $XXXXX million up XX% from $XXXXX million in the first quarter of fiscal 2025 (Q1FY25) Net income of $XXXX million up X% from $XXXX million in Q1FY25" @no_cap_cap on X 2025-06-15 22:11:50 UTC XXX followers, 1132 engagements
"$NVDA valuation still actually not that bad" @no_cap_cap on X 2025-07-18 18:52:33 UTC XXX followers, 2135 engagements
"@KairosPraxis "deep expertise in finance" = bankruptcy lol This is the company he was CEO of" @no_cap_cap on X 2025-07-20 19:11:06 UTC XXX followers, XX engagements
"@otiscap @marc_slans you mean like TTM P/E of 37" @no_cap_cap on X 2025-07-23 02:19:51 UTC XXX followers, XX engagements
"@Msp194 @Semiaut0o0 @KairosPraxis If Gemini is right it closed a bit below fair value" @no_cap_cap on X 2025-07-16 21:14:31 UTC XXX followers, XXX engagements
"@compoundpapi @bizalmanac @AskPerplexity I had a bad feeling thats what it implied 😂" @no_cap_cap on X 2025-07-15 18:53:15 UTC XXX followers, XX engagements
"If this is right gotta admit it's very tempting "with $ANSS $SNPS has $XX of EPS power which this thing is not at all priced for"" @no_cap_cap on X 2025-07-18 17:47:24 UTC XXX followers, XXX engagements
""based on my knowledge of Danaher I was certain that a similar serial acquirer model would be successful in Japan"" @no_cap_cap on X 2025-07-13 17:14:24 UTC XXX followers, XXX engagements
"Growth estimates aren't that exciting either. This is what I sold my last Softie for" @no_cap_cap on X 2025-07-23 02:00:20 UTC XXX followers, XXX engagements
"@ALEXEIMARTOV Yeah I don't know why we all seem to have this constant drive to look for new ideas though it also kind of happens inevitably that we are constantly exposed to new ideas. I always try to concentrate in my top ideas but lately my top ideas have been changing almost monthly" @no_cap_cap on X 2025-07-21 03:20:47 UTC XXX followers, XX engagements
"@snowytrail1 @muddywatersre @grok based on public tweets when did Marc Cohodes go short RILY when did he close his short" @no_cap_cap on X 2025-07-22 20:54:07 UTC XXX followers, XXX engagements
"So far have been wrong on this one but am so so tempted to keep averaging down. That's probably the wrong thing to do since the market is smarter than me but personally I don't see any reason for the sell off so to me looks like the same discounted cashflows for cheaper" @no_cap_cap on X 2025-07-19 16:42:17 UTC XXX followers, XXX engagements
"@SimeonResearch_ you're in my Tier X what more do you want 😂" @no_cap_cap on X 2025-07-21 21:21:53 UTC XXX followers, XXX engagements
"Trying to convince my dad to buy his first ever stock. Funny or actually very sad story: his neighbours/good friends were making a fortune on JDS Uniphase during the dot-com bubble and got a lot of their friends and family into it but my dad is super conservative with money so never joined in. When the bubble finally burst his neighbours lost everything even their home 😢 Anyhow he now agreed to buying and holding an ETF" @no_cap_cap on X 2025-07-17 05:54:26 UTC XXX followers, XXX engagements
"@shomikghosh21 But you got the 10k I wired you for your new Shomik coin right" @no_cap_cap on X 2025-07-22 22:34:41 UTC XXX followers, XX engagements
"@TBU12345678 @JuanILebedev so now what since $MU has already hit your fair value" @no_cap_cap on X 2025-07-18 18:25:34 UTC XXX followers, XX engagements
"so why don't we start investing in more of the trending but quality hyper growth stories" @no_cap_cap on X 2025-07-22 15:57:11 UTC XXX followers, XX engagements
"What has a better return over the next XX weeks: $CSU.TO or $DSG.TO" @no_cap_cap on X 2025-06-29 18:25:47 UTC XXX followers, 1022 engagements
"@kar_nels @GoldmanAdvisor @David_Tracey The "nonce k" bug" @no_cap_cap on X 2025-07-20 17:50:36 UTC XXX followers, XX engagements
"@ChudCap Feels like it has to; even though all boats are rising its almost getting unbearable watching dumb money win again 😭" @no_cap_cap on X 2025-07-18 19:51:52 UTC XXX followers, XX engagements
"@KairosPraxis @BerkelKip It focuses on natural resources SaaS" @no_cap_cap on X 2025-07-13 21:57:16 UTC XXX followers, XXX engagements
"Been thinking about this a lot lately Some on here really do talk like you can only compound by hodling but I dont think that math necessarily maths I mean mad props to the hodlers but" @no_cap_cap on X 2025-07-15 06:10:55 UTC XXX followers, 1217 engagements
"@keepawake2 I like $CLPT because its biotech picks and shovels. Biotech itself is way too hard for me" @no_cap_cap on X 2025-07-16 16:51:25 UTC XXX followers, XXX engagements
"@KairosPraxis if you haven't noticed i don't do deep dives i just do bite sized impressions as I go 😂 don't have the attention span to do deep dives nor to read them 🤷🏻♂" @no_cap_cap on X 2025-07-19 15:59:31 UTC XXX followers, XX engagements
"Day X of interrupting compounding not going well 😆" @no_cap_cap on X 2025-07-15 15:24:38 UTC XXX followers, XXX engagements
"Which performs better over the next X years: $LMN.V or $FFH.TO" @no_cap_cap on X 2025-06-11 04:45:12 UTC XXX followers, 2039 engagements
"@compoundpapi @bizalmanac Based on a real person who is actually suing the show. She used to be big on here but havent seen her lately" @no_cap_cap on X 2025-07-18 00:42:17 UTC XXX followers, XX engagements
"@KairosPraxis @DurableCreators I want the momo stonks to crash and burn but my boring respectable equities to keep slowly going up--is that too much to ask for" @no_cap_cap on X 2025-07-21 21:17:54 UTC XXX followers, XX engagements
"@c_mcmanus @BenBajarin How so Im not seeing anything but more bad news for their AI efforts" @no_cap_cap on X 2025-07-18 04:57:28 UTC XXX followers, XX engagements
"@EverydayCap weird comparison considering they only recently turned adjusted EBITDA positive" @no_cap_cap on X 2025-07-22 16:57:35 UTC XXX followers, XXX engagements
"@amplifythealpha @jfhksar88 Have fun with your boomer asset" @no_cap_cap on X 2025-07-20 18:34:43 UTC XXX followers, XX engagements
"@SimeonResearch_ @bigpoppastonk @KairosPraxis @grok" @no_cap_cap on X 2025-07-23 00:07:06 UTC XXX followers, XXX engagements
"@KairosPraxis @StephenFrampto9 Hmm interesting" @no_cap_cap on X 2025-07-17 19:10:24 UTC XXX followers, XX engagements
"@KairosPraxis @SimeonResearch_ all three of us now 🫤" @no_cap_cap on X 2025-07-15 23:34:26 UTC XXX followers, XX engagements
"most everything has had so much multiple expansion in the last two months that I now have a lot less actionable ideas. Of the stuff I follow still buyable imo are MATR MRVL KSI BLN GOOG BRK CLPT CLBT (CMG) etc" @no_cap_cap on X 2025-07-21 02:31:45 UTC XXX followers, XXX engagements
"added to MATR (and put a bid on BLN at the low of the day)" @no_cap_cap on X 2025-07-21 15:49:29 UTC XXX followers, XXX engagements
"@JonErlichman Isnt this a pump n dump Why you giving him air time Yesterdays top buyers are already down 40%" @no_cap_cap on X 2025-07-23 00:50:08 UTC XXX followers, XXX engagements
"@KairosPraxis XXX% social media has destroyed my brain. I used to excitedly read Heidegger etc all day long and now I wasn't kidding when I said that quote you posted was too long 😂 Though as an act of friendship I did summon all of my strength in order to give it a read 😂" @no_cap_cap on X 2025-07-19 16:14:39 UTC XXX followers, XX engagements
"Seems like the big question is Samsung qualification. $MU bulls argue it is just a negotiating tactic on the part of NVDA. But TBU is pointing out that if Samsung gets qualified and then goes with Micron that's bad for Micron's pricing and if NVDA goes with Samsung that is also bad for Micron. But also people seem to think there is no reason Samsung won't be able to pull it off. So only Micron bull case is Samsung fails qualification or HBM demand exceeds Samsung joining the fray. Thoughts" @no_cap_cap on X 2025-07-18 19:36:24 UTC XXX followers, XX engagements
"it's not even possible to keep up with all the stuff pumping rn probably end days" @no_cap_cap on X 2025-07-22 15:28:00 UTC XXX followers, XXX engagements
"@EverydayCap last one was due to a tariff duty so in a way you are literally right" @no_cap_cap on X 2025-07-22 17:27:34 UTC XXX followers, XX engagements
"Which performs better over the next X months: $CLPT or $CLBT" @no_cap_cap on X 2025-07-11 19:00:35 UTC XXX followers, 1361 engagements
"27 As we get to the second half of this year and into 2026 I think the clouds will part and it will be a lot easier for investors to appreciate the quality of this business and the quality of the management team. (lfg)" @no_cap_cap on X 2025-07-22 02:14:21 UTC XXX followers, XXX engagements
"I think Kairos is right here: its time to be looking ahead to a bull case on getting short NVDA Perhaps short NVDA long MRVL" @no_cap_cap on X 2025-07-16 22:47:56 UTC XXX followers, XXX engagements
"think this is the most Gemini has ever glazed me sincerely apologizes for its mistake explains how it came to make the mistake thanks me and appreciates me for persistently correcting it 😂" @no_cap_cap on X 2025-07-22 20:12:08 UTC XXX followers, XXX engagements
"@amplifythealpha Been following Bitcoin and crypto since 2017 and have been very wrong on how popular they would become as "assets" but I do think investing in a branded internet coin created by software is extremely risky (and foolish). I prefer investing in companies growing their EPS ✌" @no_cap_cap on X 2025-07-20 19:57:28 UTC XXX followers, XX engagements
"@amplifythealpha is it still X MB blocks with X tps haven't been following it since those days as it was an expensive slow dinosaur back then" @no_cap_cap on X 2025-07-20 20:09:42 UTC XXX followers, XX engagements
"kinda chart i love to buy on a quality company adding to my list of cos to consider while everyone else is chasing the shitco du jour" @no_cap_cap on X 2025-07-22 17:04:53 UTC XXX followers, XXX engagements
"maybe the market is going to look through the massive capex to the roic" @no_cap_cap on X 2025-07-21 17:19:16 UTC XXX followers, XXX engagements
"Eiichi Arai: "We aim to acquire SMB manufacturing companies where the owners do not have a viable successor - a very common reality in Japan. Unlike with a typical private equity firm we do not sell our portfolio companies."" @no_cap_cap on X 2025-07-19 22:31:00 UTC XXX followers, XXX engagements
"@SimeonResearch_ oh lol I didn't even know about that just works a lot better for me than following people because then instead of getting force fed you can choose your feed exactly as you like it 🤷🏻♂" @no_cap_cap on X 2025-07-21 22:50:53 UTC XXX followers, XXX engagements
"@FintwitPeaked @compoundpapi Marvell looks good rn in my tourist opinion" @no_cap_cap on X 2025-07-18 20:42:03 UTC XXX followers, XX engagements
"Hempton wants to get in there too 😂 Must be the end of a bull run with the short sellers now all going for each others jugulars" @no_cap_cap on X 2025-07-23 06:07:59 UTC XXX followers, XX engagements
"KITS in Kitsmaking you money while you chill on the weekend 😎" @no_cap_cap on X 2025-07-20 01:44:12 UTC XXX followers, XXX engagements
"Got a small position. Better late than never" @no_cap_cap on X 2025-07-10 19:26:20 UTC XXX followers, XXX engagements
"@simcity31 @CJ0pp3l any updated thoughts on this" @no_cap_cap on X 2025-07-13 21:58:57 UTC XXX followers, XX engagements
"@KairosPraxis is this the start of your new series" @no_cap_cap on X 2025-07-21 20:59:51 UTC XXX followers, XXX engagements
"@ecommerceshares Trump has lost all credibility. Even his base are at each others throats now. Trump being kneecapped is good for markets" @no_cap_cap on X 2025-07-14 17:44:24 UTC XXX followers, XXX engagements
"@yao30059829 @geoffreykarren @Jukanlosreve Many speculating that they are waiting for Samsung only in order to get a better price from Micron" @no_cap_cap on X 2025-07-15 01:58:46 UTC XXX followers, XX engagements
"Which performs better over the next six months: $FOUR or $FIVE" @no_cap_cap on X 2025-07-14 03:19:29 UTC XXX followers, 1335 engagements
"It's alive $FOUR "Shift4 Completes Acquisition Of Global Blue"" @no_cap_cap on X 2025-07-03 14:27:42 UTC XXX followers, 4218 engagements
"(nvda filled the gap and ploughed right through my tight stop on the stargate news; would mos def buy back if it cools off a bit)" @no_cap_cap on X 2025-07-22 14:27:16 UTC XXX followers, XX engagements
"for me one of the greatest mysterious of the modern period will always be how Kairos could listen to this podcast and then say to himself "nope that's a pass for me"" @no_cap_cap on X 2025-07-16 01:30:43 UTC XXX followers, XXX engagements
"Excellent write up. Definitely worth the read. $KSI.TO Great timing too imo (ie can btd)" @no_cap_cap on X 2025-07-20 16:59:26 UTC XXX followers, XXX engagements
"@carmo_analyse looks like you're right but might be a good place to be when this bubble pops" @no_cap_cap on X 2025-07-22 01:03:18 UTC XXX followers, XX engagements
"@bizalmanac @compoundpapi @AskPerplexity OK thats much different lol and reinforces Papis point above about gotta do what works for you. I totally agree with that as ones personality and also lifestyle majorly affect what does work for oneself. Btw would have been crazy if Grok got the style glove referencenot yet" @no_cap_cap on X 2025-07-15 19:38:45 UTC XXX followers, XX engagements
"@amplifythealpha Agree to disagree. Will be a zero one day imo. It is purely a brand. There are now over XX million cryptocurrencies so the idea they are scare is a joke. Anyway don't want to waste time arguing about it. Have a nice Sunday 🤟" @no_cap_cap on X 2025-07-20 19:39:00 UTC XXX followers, XX engagements
"$BLN.TO January Investor Presentation XX minute mark: Our products are manufactured here in Calgary. The core components going into these are primarily on the electronics side they are almost all US supplied components; in the context of the chemical sensors they are mostly European based companies; those are the best in class. @plasticnewt3" @no_cap_cap on X 2025-07-20 20:12:53 UTC XXX followers, XXX engagements
"@KairosPraxis @bigpoppastonk @SimeonResearch_ @grok what is that cursed image" @no_cap_cap on X 2025-07-22 23:15:02 UTC XXX followers, XX engagements
"kinda what I'm thinking on MSFT too though for AMZN feel like it deserves to hit a new ATH before people start calling for trimming" @no_cap_cap on X 2025-07-21 21:54:59 UTC XXX followers, XXX engagements
"market apparently loved this dont really follow it convenience stores just dont seem like a great business to memaybe because as kids we all went through a phase where we discovered the five finger discount" @no_cap_cap on X 2025-07-18 03:48:43 UTC XXX followers, XXX engagements
"Market is going to punish $META for all this capex isnt it Maybe Ill trim and check back in a few months Its really really hard for me not to cut my flowers to water my weeds and MRVL could really use some watering right about now 🫣😵💫🫠" @no_cap_cap on X 2025-07-14 21:23:00 UTC XXX followers, 4445 engagements
"if all these shitcos can fly then $AMZN can at least hit a new all-time high no in a few years Amazon is going to put Anthropic's ASI in its robots and rule the world" @no_cap_cap on X 2025-07-18 18:46:56 UTC XXX followers, XXX engagements
"I still don't understand what people watch on YouTube but good for $GOOG" @no_cap_cap on X 2025-07-19 16:59:35 UTC XXX followers, XXX engagements
"@BradoCapital wait until it only requires glasses / contact lenses then more practical (if not incredibly strange)" @no_cap_cap on X 2025-07-21 15:30:08 UTC XXX followers, XX engagements
"@SimeonResearch_ WHAT'S YOUR NEW SECRET ISRAELI STOCK" @no_cap_cap on X 2025-07-21 21:12:45 UTC XXX followers, XXX engagements
"If $GOOG does report another great Q then I think that could be the catalyst it needs like happened with $MSFT" @no_cap_cap on X 2025-07-19 18:10:11 UTC XXX followers, XXX engagements
"@jamesmktmaster @EverydayCap Yeah probably but Cody did it once so I think he can do it again tbd" @no_cap_cap on X 2025-07-23 05:36:10 UTC XXX followers, XX engagements
"Harlan still believes supply is very tight. $MU" @no_cap_cap on X 2025-07-15 02:01:26 UTC XXX followers, XXX engagements
"@TomSmith839 went outside last weekend and hated it just felt tired bored and restless the whole time but you are definitely right that buying shitcos and whatever is most expensive is where all the money is rn 🫤" @no_cap_cap on X 2025-07-19 16:18:39 UTC XXX followers, XX engagements
"@ReturnsJourney When the shitco bubble bursts liquidity will probably flow back into quality" @no_cap_cap on X 2025-07-17 16:00:28 UTC XXX followers, XXX engagements
"@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @SimeonResearch_ @LukeWolgram Dis you" @no_cap_cap on X 2025-07-20 16:21:30 UTC XXX followers, XX engagements
"@KairosPraxis prolly a better roi i got my bluecheck cause it said sign up for elonbux and so i did and then it said sorry you need 5000 bluecheck followers first 🤦🏻♂" @no_cap_cap on X 2025-07-21 21:27:43 UTC XXX followers, XX engagements
"@bizalmanac Got very weak towards the end. Dont think I even finished it. Succession became much stronger. Industry also great" @no_cap_cap on X 2025-07-18 00:43:09 UTC XXX followers, XXX engagements
"Is this the news thats making $PNG.V soar on high volume" @no_cap_cap on X 2025-07-16 17:25:06 UTC XXX followers, XXX engagements
"@bizalmanac @AskPerplexity @grok why does Perplexity suck so bad" @no_cap_cap on X 2025-07-22 21:40:09 UTC XXX followers, XX engagements
"CJ literally always appears at the top of my page as recently "posted" even though XX% of the time it's false advertising I think the algo has just figured out that I will click on it if that little B-2 pfp is showing" @no_cap_cap on X 2025-07-17 02:56:29 UTC XXX followers, XXX engagements
"@StockMarketNerd That guy is becoming particularly annoying and in this case probably trying to save his own bag" @no_cap_cap on X 2025-07-18 16:41:14 UTC XXX followers, XXX engagements
"@bizalmanac I just got this one and its pretty good" @no_cap_cap on X 2025-07-19 06:12:07 UTC XXX followers, XX engagements
"@jamesmktmaster @EverydayCap Its done very well already and I dont really get what the moat is but Im sure it will massively outperform my long BLN with its crap margins fake adjusted EBITDA Chinese junk that it forces through its vendor status and fierce competition from entrenched legacy players" @no_cap_cap on X 2025-07-23 05:20:39 UTC XXX followers, XX engagements
"@ALEXEIMARTOV @KairosPraxis 😂 On that note its funny because the most popular Buddhist mantra is om mani pema hum which sounds exactly like oh money pay me hum oh money pay me hum oh money pay me hum" @no_cap_cap on X 2025-07-15 17:23:45 UTC XXX followers, XX engagements
"1:14 we look at our customers and what they're asking us to do and what their ambitions are and quite frankly we can't go fast enough" @no_cap_cap on X 2025-07-18 02:18:02 UTC XXX followers, XXX engagements
"@NestBetter @KairosPraxis Would agree the turn around is done the buyback is back on the debt is being paid down so now just at the start of the runway; will be some volatility of course since end markets' demand as well as seasonality are outside their control" @no_cap_cap on X 2025-07-16 03:01:09 UTC XXX followers, XXX engagements
"@NestBetter but feels like if I even asked this question a few months ago I would have been both excommunicated and laughed off of compounder FinTwit--both because TVK was so loved and because MATR was so hated. Feels like TVK temperature has now cooled to where one can ask the question" @no_cap_cap on X 2025-07-16 02:36:44 UTC XXX followers, XXX engagements
"@Msp194 @Semiaut0o0 @KairosPraxis Made some up AH though" @no_cap_cap on X 2025-07-16 21:12:26 UTC XXX followers, XX engagements
"Seems I misattributed this so who said that then And regardless of who the question still stands This is the top of my shitco list and just don't think I can do any of them even though they will probably all be 1000 baggers. Best I can do is MRVL CLPT CLBT BLN KSI etc" @no_cap_cap on X 2025-07-17 02:39:27 UTC XXX followers, XXX engagements
"alright boyz it's time: what provides the better return over the next two years: $TVK.TO or $MATR.TO" @no_cap_cap on X 2025-07-16 02:11:13 UTC XXX followers, 1947 engagements
"Man should have just kept this version of my port lol Instead got greedy and wanted to build up positions in more torquey names but they are all doing crap (BLN KSI CLPT) whereas what I sold/reduced is hitting new ATHs. Could say theres a lesson in there but I never learn 🤷🏻♂" @no_cap_cap on X 2025-07-18 00:36:43 UTC XXX followers, XXX engagements
"@bizalmanac @AskPerplexity @AskPerplexity" @no_cap_cap on X 2025-07-22 18:14:46 UTC XXX followers, XX engagements
"@KairosPraxis X qtrs I could be dead by then 😴☠" @no_cap_cap on X 2025-07-15 15:16:47 UTC XXX followers, XXX engagements
"didnt even know they were working on this sounds bullish" @no_cap_cap on X 2025-07-15 21:33:51 UTC XXX followers, XXX engagements
"so some gamblers are already down XX% on $OPEN within a couple hours smh" @no_cap_cap on X 2025-07-21 20:06:18 UTC XXX followers, 1214 engagements
"@KairosPraxis Guess this would be the more bearish view:" @no_cap_cap on X 2025-07-14 20:19:47 UTC XXX followers, XXX engagements
"@lol_kikko Issue for me is more that it's now a X% position. I do have a little more cash and am so tempted to add because seems like a good opp but also last year averaging down on some stocks didn't work out well for me so want to btd but been burned recently" @no_cap_cap on X 2025-07-20 21:07:32 UTC XXX followers, XXX engagements
"TerraVest valuation for growth (+ quality factor) seems reasonable no" @no_cap_cap on X 2025-07-13 23:22:34 UTC XXX followers, XXX engagements
"@bizalmanac @AskPerplexity what is XX divided by 7" @no_cap_cap on X 2025-07-22 17:42:35 UTC XXX followers, XX engagements
"@atelicinvest The revenue breakdown is there too but less picturesque so went with this one" @no_cap_cap on X 2025-07-20 21:59:58 UTC XXX followers, XX engagements
"So what are we spending time on today I was thinking BLN 319A and maybe TGEN. ☕" @no_cap_cap on X 2025-07-19 15:55:40 UTC XXX followers, XXX engagements
"@muddywatersre I agree that he's psycho and a bad investor but how do you lose money being short this since October '23" @no_cap_cap on X 2025-07-22 22:15:10 UTC XXX followers, 4809 engagements
"oh no is Mattr starting to pull a TerraVest. 🙈😆" @no_cap_cap on X 2025-07-14 14:59:38 UTC XXX followers, XXX engagements
"@KairosPraxis so is this AMZN and MSFT situation as bad as you were thinking" @no_cap_cap on X 2025-07-17 05:14:33 UTC XXX followers, XXX engagements
"@RedshirtInsight @PointBreakout You may be right that it's only interesting if cheaper since not in a great sector but as long as things don't get any worse I don't think it will fall more. Just need a good acquisition to show they are on track for CMG XXX in order to improve sentiment" @no_cap_cap on X 2025-07-20 17:08:15 UTC XXX followers, XX engagements
"@SimeonResearch_ @hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @LukeWolgram one of the things I like about Kneat is that they plan to expand into adjacent verticals 7xing the TAM" @no_cap_cap on X 2025-07-20 18:58:38 UTC XXX followers, XXX engagements
"HaaS-SaaS comp: $V $CLPT $CLBT $BLN.TO $FOUR Is BLN not cheap" @no_cap_cap on X 2025-07-19 16:44:19 UTC XXX followers, XXX engagements
"@dopamine_uptake a lot of people saying this old wallet was probably hacked so maybe a CAGR more like a Thanksgiving turkey" @no_cap_cap on X 2025-07-20 19:42:12 UTC XXX followers, XX engagements
"@Chrisbagmancap @PythiaR @compoundpapi He's actually on Twitter but because of his lawsuit only talks about weightlifting and nutrition etc" @no_cap_cap on X 2025-07-23 02:24:26 UTC XXX followers, XX engagements
"And then the reason its cheaper right now is because of the question marks you pointed to but if one thinks they will likely get resolved in a net positive way then that means now is a good opp. I see it like NVDA in March and April: hiding in plain sight. Though this is just a vibes based analysis from a tourist" @no_cap_cap on X 2025-07-14 22:42:05 UTC XXX followers, XXX engagements
"What kind of crappy stock is this @KairosPraxis Everything else goes up at least XXX% a day whereas I already round-tripped on this pos 😂" @no_cap_cap on X 2025-07-15 15:06:01 UTC XXX followers, XXX engagements
"@ALEXEIMARTOV @KairosPraxis watching every one minute candle does not help 😭😂☠" @no_cap_cap on X 2025-07-15 15:27:06 UTC XXX followers, XXX engagements
"@grok @snowytrail1 @muddywatersre OK not sure how he lost money on that then according to the OP" @no_cap_cap on X 2025-07-22 20:58:18 UTC XXX followers, XX engagements
"$MSFT OTOH is in complete beast mode for some reason that continues to completely evade me" @no_cap_cap on X 2025-07-17 14:56:40 UTC XXX followers, XXX engagements
"@KairosPraxis How would that be a change 😂" @no_cap_cap on X 2025-07-19 15:46:36 UTC XXX followers, XX engagements
"just realized that July X volume corresponds with these insider buys and July X corresponds with John Ewing discussing CMG as one to watch on In the Money. I actually added to $CMG.TO after that volume since thought it was some sort of positive sign 😂" @no_cap_cap on X 2025-07-23 03:19:07 UTC XXX followers, XXX engagements
"So people actually secretly like Mattr 😂 Go through the cash tag and its mostly just Better Nest and me for months now actually kind of embarrassing so try not to use the cash tag much anymore" @no_cap_cap on X 2025-07-16 05:22:42 UTC XXX followers, XXX engagements
"@bizalmanac Hey Andy remember how you recently tweeted that you regretted not seizing 2021 as an opportunity to make generational wealth Well now that were back in a full blown 2021 style mania what are we going to do about that" @no_cap_cap on X 2025-07-17 01:54:01 UTC XXX followers, XXX engagements
"downtrend slowing and when this shitco bubble pops money's going to rotate back into fairly priced quality amirite $BRK" @no_cap_cap on X 2025-07-18 19:26:57 UTC XXX followers, XXX engagements
"@SimeonResearch_ @KairosPraxis (in prison for always forgetting LMN of course)" @no_cap_cap on X 2025-07-22 22:49:49 UTC XXX followers, XX engagements
"@ContrarianCurse As Peter Schiff said his shit also has a fixed supply 🫤" @no_cap_cap on X 2025-07-21 16:57:27 UTC XXX followers, XXX engagements
"if there's ever been a time for this gif. 😲" @no_cap_cap on X 2025-07-22 20:46:58 UTC XXX followers, XXX engagements
"is this the next stage of this market high fliers gap down on no news" @no_cap_cap on X 2025-07-22 15:16:34 UTC XXX followers, XXX engagements