[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 goog, msft, $msft, $goog the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::974537417960046592/interactions)  - X Week XXXXXX +42% - X Month XXXXXXX +62% - X Months XXXXXXX +1,490% - X Year XXXXXXX +48,914% ### Mentions: XXX [#](/creator/twitter::974537417960046592/posts_active)  - X Week XXX +51% - X Month XXX +160% - X Months XXXXX +1,455% - X Year XXXXX +13,060% ### Followers: XXX [#](/creator/twitter::974537417960046592/followers)  - X Week XXX +7.90% - X Month XXX +20% - X Months XXX +463% - X Year XXX +277% ### CreatorRank: XXXXXXX [#](/creator/twitter::974537417960046592/influencer_rank)  ### Social Influence [#](/creator/twitter::974537417960046592/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [currencies](/list/currencies) XXXX% [events](/list/events) XXXX% **Social topic influence** [goog](/topic/goog) 3.39%, [msft](/topic/msft) 2.91%, [$msft](/topic/$msft) 2.66%, [$goog](/topic/$goog) 2.42%, [money](/topic/money) 2.42%, [nvda](/topic/nvda) 2.18%, [$googl](/topic/$googl) 2.18%, [meta](/topic/meta) 2.18%, [amzn](/topic/amzn) 1.94%, [$dsgto](/topic/$dsgto) XXXX% **Top accounts mentioned or mentioned by** [@kairospraxis](/creator/undefined) [@simeonresearch](/creator/undefined) [@bizalmanac](/creator/undefined) [@grok](/creator/undefined) [@simeonresearch_](/creator/undefined) [@alexeimartov](/creator/undefined) [@everydaycap](/creator/undefined) [@nestbetter](/creator/undefined) [@cj0pp3l](/creator/undefined) [@keystocks](/creator/undefined) [@keepawake2](/creator/undefined) [@returnsjourney](/creator/undefined) [@askperplexity](/creator/undefined) [@bigpoppastonk](/creator/undefined) [@amsterdamstock](/creator/undefined) [@nocapcap](/creator/undefined) [@compoundpapi](/creator/undefined) [@shomikghosh21](/creator/undefined) [@amplifythealpha](/creator/undefined) [@bradocapital](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Open Custody Protocol (OPEN)](/topic/$open) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Danaher Corporation (DHR)](/topic/$dhr) [Synopsys, Inc. (SNPS)](/topic/$snps) [Advanced Micro Devices (AMD)](/topic/$amd) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Open Text Corp (OTEX)](/topic/$otex) [Micron Technology, Inc. (MU)](/topic/$mu) [American Eagle Outfitters (AEO)](/topic/$aeo) [4 (FOUR)](/topic/$four) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Fiserv, Inc. (FI)](/topic/$fi) [Fartcoin (FARTCOIN)](/topic/fartcoin) ### 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 "@MoS_Investing tbh i will never own it again after they intentionally crashed the price on shareholders; I'd rather a CEO take a salary than crash the price every time it's doing well 🫤 now when i see the ticker it still fills me with a mixture of rage and disgust"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948447821775901096) 2025-07-24 18:18:55 UTC XXX followers, XX engagements "feels like the market's running out of steam right"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948421914843578742) 2025-07-24 16:35:59 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 I wish. Married life more like"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948947010851406324) 2025-07-26 03:22:31 UTC XXX followers, XXX engagements "@CentaurixCap I agree. I'm not very bullish anymore. But I still have a position so still follow it and think about it. At this point they definitely have a lot to prove"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948167083164103131) 2025-07-23 23:43:22 UTC XXX followers, XX 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 "I'm kinda surprised how complacent most SaaS investors seem to be about this known unknown. If fear ever does start to set in then it seems we can expect multiples to start compressing"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944217639720825195) 2025-07-13 02:09:41 UTC XXX followers, XXX engagements "no unfilled gap up but major narrative change for $GOOG and getting close to the February ATH (and bonus that we got the gap fill over with today)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948453167852912656) 2025-07-24 18:40:10 UTC XXX followers, XXX engagements "@EverydayCap Whats your short thesis for $BLN.TO other than that its Chinese junk (which turns out to be incorrect) and that it has has a bunch of sleepy legacy competition"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1947099474998018422) 2025-07-21 01:01:04 UTC XXX followers, XXX engagements "@KairosPraxis In this market X minutes is actually all you need"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948934366371123245) 2025-07-26 02:32:17 UTC XXX followers, XX engagements "$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 "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 "@ALEXEIMARTOV @KairosPraxis I was worried about that so reduced my sizing but then when I saw it's still not showing up in the numbers started building my position up again"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948791768050532650) 2025-07-25 17:05:38 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 "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 "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, 2966 engagements "@KairosPraxis one thing I have learned the hard way is always listen to smart bears could be a great ROI on that 🫤"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948773973623537711) 2025-07-25 15:54:56 UTC XXX followers, XX engagements "@KairosPraxis @ALEXEIMARTOV Youre having long romantic walk n talks with Gemini"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948479671730909659) 2025-07-24 20:25:29 UTC XXX followers, XXX engagements "have been trying to correct my mistake ever since I made it but Lumine just will not dip yeah we are in a bull market (actually a mania) but its strength is really surprising what's up with you Lumine"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948820950692364689) 2025-07-25 19:01:36 UTC XXX followers, XXX engagements "@grok @stocknettle @BradoCapital I think ASML will almost certainly go up but I don't know if it will beat the market and even if it does I don't think it's worth the brain damage along the way"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948528454208815172) 2025-07-24 23:39:20 UTC XXX followers, XX 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, XXX 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 "@CJ0pp3l @SimeonResearch_ how's our Japanese basket doing"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948754781587026249) 2025-07-25 14:38:40 UTC XXX followers, XX engagements "OK guess $TGEN is more about the growth potential"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948075173988761853) 2025-07-23 17:38:09 UTC XXX followers, XXX 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 "@SimeonResearch_ @AmsterdamStock One of your favourite places to invest"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948529719949099251) 2025-07-24 23:44:21 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 "quality dumps and shitcos rip so in this upside down market are shitcos a safe haven 🤔"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948231615802655088) 2025-07-24 03:59:48 UTC XXX followers, XXX engagements "April: "Descartes is now trading at 26x NTM EV/EBITDA which is down from 30x at the start of the year and below the mid-point of its 5-year range (28x average 20-36x range)." Even cheaper or if you prefer less expensive now:"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1935877128337404270) 2025-06-20 01:47:28 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 "I guess the reason it has flown so under the radar until Better Nest and a few others started recently pounding the table is because it hasn't performed well. Is increased NATO spending the catalyst it needs to get eyes on it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948469341915152728) 2025-07-24 19:44:26 UTC XXX followers, XX engagements "@KairosPraxis And think where Waymo and their AI offerings will be including AI glasses. After Google I/O I dont get how the market is still skeptical"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1929570143333487099) 2025-06-02 16:05:46 UTC XXX followers, XXX engagements "@CJ0pp3l @SimeonResearch_ I know think you just own the two you mentioned above 😀"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948757672226181242) 2025-07-25 14:50:09 UTC XXX followers, XX engagements "@gunner_dood @muddywatersre oh he just addressed it:"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948457475327586722) 2025-07-24 18:57:17 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 "@grok @stocknettle @BradoCapital yeah but this part specifically"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948524400846012458) 2025-07-24 23:23:13 UTC XXX followers, XX 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 "@KairosPraxis X% buyback so not needed lfg"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948474610787516678) 2025-07-24 20:05:22 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 "@realroseceline Subscriptions etc are up by $XXX billion YoY so we might be seeing some AI monetization there. Also video AI is going to completely transfer the film industry so I reckon that will be a very profitable business line for Google"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948124232527098299) 2025-07-23 20:53:06 UTC XXX followers, XXX engagements "@CapstackCapital yeah looks good but a little too boring for the market we are currently in prefer FFH and BRK for boring anti-bubble cos"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948814862752383129) 2025-07-25 18:37:25 UTC XXX followers, XX engagements "@linglingfool Thanks. I have a million bookmarks on the name but havent gotten around to reading them yettoo many opps and too busy shitposting"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948094740223979727) 2025-07-23 18:55:54 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, XXX 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 "I would bring up the chart to show you but I can't look at it anymore but every time the premium to book value gets high they market dump shares in an illiquid market knocking the share price down around 25%. They have done that twice now since December. Seems they got what they want though since no one really talks about the stock since the last time they smashed it down"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948449306551484846) 2025-07-24 18:24:49 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 $NVDA at XXX cuz at that time almost every comment on here was "wait for 80" "it's going to 50" "the CUDA moat is dead" "semis are cyclical" but sometimes deals are hiding in plain sight just have to tune out the noise of the day"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945298076270305368) 2025-07-16 01:42:57 UTC XXX followers, XXX engagements "this is either going to become a wall of shame and regret or a wall of "i wish i trimmed a little too" (personally i'm hunting for easier IRRs (ie growth from a smaller base) so that's where i stand though i recognize that approach often backfires)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948846885659443542) 2025-07-25 20:44:40 UTC XXX followers, XXX engagements "$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 "@ALEXEIMARTOV @KairosPraxis How many times are we going to get to buy Google at a discount because of Search fears lol"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948789112355647899) 2025-07-25 16:55:05 UTC XXX followers, XX 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, 1802 engagements "@BannetonCap guess the idea is that it will grow into its valuation"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948115053028463022) 2025-07-23 20:16:37 UTC XXX followers, XX engagements "@KairosPraxis @KeyStocks will probably add more wen it falls to 50"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948488289565995066) 2025-07-24 20:59:44 UTC XXX followers, XX 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 "@hoomansv @jbulltard1 hopefully this does for $GOOG what $MSFT's last earnings did for it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948157186607346038) 2025-07-23 23:04:02 UTC XXX followers, XX engagements "Thanks to whomever stepped up and bought $BLN.TO today; otherwise this could have been a lot worse"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945939139389804713) 2025-07-17 20:10:19 UTC XXX followers, XXX engagements "said MDA and PNG are expensive and CGY is cheap"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948469332486627726) 2025-07-24 19:44:24 UTC XXX followers, XXX engagements ""March X 2024 Calian Group Ltd. (TSX: CGY) a diverse products and services company providing innovative healthcare communications learning and cybersecurity solutions and MDA Ltd (TSX:MDA) a trusted global mission partner have completed a transaction in which Calian has purchased assets associated with MDAs nuclear services. MDA has provided professional services to the Canadian nuclear industry for more than XX years supported by a highly specialized team of engineers delivering complex project planning and management for large nuclear outages and refurbishment projects including experience"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948469339738227122) 2025-07-24 19:44:26 UTC XXX followers, XX engagements "@TomSmith839 plus they're negative on dividends and on buybacks when the stock is up"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948411188251144353) 2025-07-24 15:53:21 UTC XXX followers, XX engagements "@CJ0pp3l @SimeonResearch_ ahh so maybe not outperforming yet (though I think your hypothesis is actually to see if it will outperform all of us)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948756864130318357) 2025-07-25 14:46:57 UTC XXX followers, XXX engagements "$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 $XXXX million in Q1FY25"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1934373307920556239) 2025-06-15 22:11:50 UTC XXX followers, 1133 engagements "@KairosPraxis @KeyStocks and this is the watchlist of my watchlist"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948490281545830418) 2025-07-24 21:07:38 UTC XXX followers, XX engagements "$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, 2140 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 "the worst part though is the constant stock teases that come with going behind a paywall 🙄"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948104935633236473) 2025-07-23 19:36:25 UTC XXX followers, XXX 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 "@KairosPraxis @KeyStocks we buy when CNBC airs the next "market meltdown" now please research CGY and TGEN for me"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948158586091376961) 2025-07-23 23:09:36 UTC XXX followers, XXX engagements "was looking at this a little while ago but passed"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948798435362308408) 2025-07-25 17:32:08 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 "Ok so what do I mean then: ROI I get that their capex is going to hurt their EPS in the short term as it shows up in DA but eventually I think that capex will increase their EPS. Good point on the glasses. Meta has taken the lead but they will definitely be somewhat commoditized; however both META and GOOG etc will probably stay in the lead. Zuck has already talked about how after glasses it will be contact lenses and then holograms and it sounds like both of those latter are already in development. Re: holograms basically he is saying our experience via AI glasses/contact lenses will become"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948129736276021605) 2025-07-23 21:14:58 UTC XXX followers, XX 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 "this one is near the top of my list for things to be positioned in when the bubble pops (ie when you want reasonable valuation + quality)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948776664638652463) 2025-07-25 16:05:38 UTC XXX followers, XXX engagements "@gunner_dood @muddywatersre I mean Marc's had a lot of big losers but I don't see how this was one of them unless he got killed on the borrow and timed it really badly"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948456954277625877) 2025-07-24 18:55:13 UTC XXX followers, XX 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 "revenue NI FCF a bit lumpy and recently took on some debt"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948469335158399321) 2025-07-24 19:44:24 UTC XXX followers, XX engagements "@bizalmanac @AskPerplexity @grok so what @grok and @AskPerplexity you guys are friends and don't talk shit on each other"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948056089574183277) 2025-07-23 16:22:19 UTC XXX followers, XX engagements "@TLM_Capital $FFH.TO has got to be a stair step stock"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1939022976047030568) 2025-06-28 18:07:57 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 "@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 "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 "@SimeonResearch_ @AmsterdamStock Have you been to Vancouver Yes the photo is looking from Kitsilano across English Bay towards downtown"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948535214889906259) 2025-07-25 00:06:11 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, 1024 engagements "looks great tbh but unfortunately i can't go by numbers alone--for better or worse i have to also find the story compelling and i don't understand what the moat is here but it does seem they are one of the leaders in mobile surveillance towers along with a few other players"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948045463116234952) 2025-07-23 15:40:05 UTC XXX followers, XXX engagements "I have a long thread on all the different aspects of it (link below) but main thing is Zuck is trying to create his own OS to get out from under AAPL's thumb (which he said would massively increase their profit); he missed the smart phone cycle and doesn't want to miss the AI glasses cycle; and he is obviously gunning for AI and ASI (both of which I think will have a great if not insane ROIC) and lastly it's all supported by the legacy ad business. Have never had any interest in the latter but am super bullish for this new Meta set up"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948117898486239639) 2025-07-23 20:27:55 UTC XXX followers, XXX 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 "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, 1220 engagements "again I ask are shitcos and meme stonks now the real safe havens"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948493073933045958) 2025-07-24 21:18:44 UTC XXX followers, XXX 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 "@KairosPraxis that guy sounds really annoying but kind of has a point; everyone is in asml because it's a "monopoly" and "cheap" and the tech is "incredible" but do they actually understand it anyway that guy sounds flippant so I hope he blows up (narrator: he's already blown up twice)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948506361861718272) 2025-07-24 22:11:32 UTC XXX followers, XX engagements "@SimeonResearch_ @AmsterdamStock Sorry that's what I meant: that I am located in one of your favourite places to invest. View from my balcony rn 😃"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948532122614202459) 2025-07-24 23:53:54 UTC XXX followers, XX engagements "how i as a grown man still pitch a stock: not a single number all just vibes trends and hopium 😳😬⚰"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948126084291330210) 2025-07-23 21:00:27 UTC XXX followers, XXX engagements "ahh so this new strat has a name: "the flight to crap""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948757045110604277) 2025-07-25 14:47:40 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, 2042 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 "@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 "@KairosPraxis @KeyStocks wow Firan sounds great"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948133185591869715) 2025-07-23 21:28:40 UTC XXX followers, XX engagements "too good some ideas just click with you right away $MPTI"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948838106096193596) 2025-07-25 20:09:46 UTC XXX followers, XXX engagements "Why do you need a funding short if you can just use margin instead Seems like less chance of blowing up no"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948097391657472491) 2025-07-23 19:06:26 UTC XXX followers, XXX 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 "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 "@EpsilonTheory @SecScottBessent Trump drags everyone around him deep into the swamp"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948582062002504177) 2025-07-25 03:12:21 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 "How can this be a 600M MC company $CGY.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948806766772515071) 2025-07-25 18:05:14 UTC XXX followers, XXX 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 "@ReturnsJourney @KairosPraxis @WagieCapital I reduced my position sizing from around XX% to around XXX% but I'm actually super bullish on META so watching closely If this capex destroys their EPS then yes it will likely drop with earnings so could take time; would actually be nice to buy back a lot lower"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948114701524804004) 2025-07-23 20:15:13 UTC XXX followers, XX engagements "@shomikghosh21 if you had a chance to look at it any thoughts bln also came up in that ksi thread a little while back which you probably noticed"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948841092079911229) 2025-07-25 20:21:38 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 "Dont normally follow P/S so dont have a feel for it yet (and the info I saw online was all very contradictory) so is a forward P/S of X fair cheap or expensive Sales going up but price has been going up faster. Rev Fwd 2Yr: 24.0%"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1929710140401635588) 2025-06-03 01:22:04 UTC XXX followers, 1527 engagements "the spam bots are absurd but I have X accounts (or actually 3) one for politics and the for you there actually gives me exactly what I want and this one for markets and the for you here gives me mostly exactly what I want but here I have to make sure never to like a single political post or crypto post etc or it instantly destroys your algo; same with most social media platforms though"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948780601315918181) 2025-07-25 16:21:16 UTC XXX followers, XX engagements "they do charge almost XXX bips for fx conversion though so not sure which is worse I try not to convert too much and just use my CAD for CAD stocks and USD for USD stocks but if you have a bunch of CAD you want to convert what are you supposed to do start with an immediate X% haircut"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948803729794499069) 2025-07-25 17:53:10 UTC XXX followers, XX 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 "@KairosPraxis @bizalmanac Like for example XX baggers are just not available to me because Im too focused on short term headwinds like oh Zuck is going way too capex heavy time to trim because the DA is going to kill their earnings before the ROIC shows up; then buyback later"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945213637896851713) 2025-07-15 20:07:26 UTC XXX followers, XX engagements "@KairosPraxis @KeyStocks why is CSU on your watchlist lol my watchlist is pretty short and don't feel urgent about any of it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948489439006556391) 2025-07-24 21:04:18 UTC XXX followers, XX 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 "this was tongue-in-cheek but also XXX% true"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948490795897528662) 2025-07-24 21:09:41 UTC XXX followers, XXX 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 "@unknowncapital1 @NickCortellucci sounds like that would go against their modus operandi"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948138738628112453) 2025-07-23 21:50:44 UTC XXX followers, XX 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 "@KairosPraxis @sv_techie Your margin of safety is going to be the death of me. They say retail is so successful now that retail only needs X minutes of research per stock so get with the program"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948915604590821463) 2025-07-26 01:17:43 UTC XXX followers, XX 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 "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 "I think Pramod is in the process of reshaping the core biz and acquisitions so hopefully that will bear fruit though I think he said in his last letter there will still be some drag from that for the next couple quarters. But at this point it almost seems comical to me that it is a roll up without rolling anything up. Next acquisition should restore some faith in CMG XXX and show which direction they are heading in hopefully some adjacent vertical as he said in his last letter"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948165415332704622) 2025-07-23 23:36:44 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 "@unknowncapital1 @NickCortellucci Kairos' thread is saying they have done their acquisitions through debt in order to avoid dilution"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948577736173453325) 2025-07-25 02:55:09 UTC XXX followers, XX engagements "@LibertyRPF And this one is apparently real"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948920089035899197) 2025-07-26 01:35:33 UTC XXX followers, XX engagements "@KairosPraxis @ReturnsJourney @WagieCapital the metaverse XXX narrative hasn't even made a dent yet so I think for now it might just trade inline with the market"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948110561927221633) 2025-07-23 19:58:46 UTC XXX followers, XX engagements "@KairosPraxis @KeyStocks yeah and not sure now is the time"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948138300767940903) 2025-07-23 21:49:00 UTC XXX followers, XX engagements "30:30 I own a few shares still. I think at this pint it is close to fair value"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1944937164237889693) 2025-07-15 01:48:49 UTC XXX followers, XXX engagements "I saw someone say $META has 10xed its capex but even if it has only like doubled the stock is going to tank no"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948853179917238644) 2025-07-25 21:09:40 UTC XXX followers, XXX 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, 4233 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 "@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 "Excellent write up. Definitely worth the read. $KSI.TO Great timing too imo (ie can btd)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1946978268227502426) 2025-07-20 16:59:26 UTC XXX followers, XXX engagements "for me one of the greatest mysterious of the modern period will always be how Kairos could listen to this podcast and then say to himself "nope that's a pass for me""  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1945294995788861645) 2025-07-16 01:30:43 UTC XXX followers, XXX engagements "@KairosPraxis @KeyStocks did you listen to the one on mattr"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948159486683906460) 2025-07-23 23:13:11 UTC XXX followers, XX engagements "$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 "@SimeonResearch_ @AmsterdamStock Israel is not far from Greece either. A long time ago I took a ferry from Greece to Israel. Spent about X months in Israel but unfortunately only a couple nights in Athens and the Acropolis was on strike while I was there 😢"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948527801939952006) 2025-07-24 23:36:44 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, 4589 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 "@KairosPraxis sorry this one didn't do numbers; i thought it was pretty good"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948626682342203395) 2025-07-25 06:09:39 UTC XXX followers, XX 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 "@stonkmetal $CLPT (if interested just go through the ticker lots of write ups)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948890588855894257) 2025-07-25 23:38:19 UTC XXX followers, XXX engagements "@MoS_Investing If it gets overvalued I would prefer they issue shares than dump on their shareholders; left a very bad taste in my mouth. But anyway that's just me"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948454421509402827) 2025-07-24 18:45:09 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 "@KairosPraxis @sv_techie @MaxTheComrade @Rubenslashh"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948892246524535070) 2025-07-25 23:44:54 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 "@KairosPraxis Yeah I mean if you are bullish on a name and a smart bear says "what about x" but you rationalize it and end up bagholding underwater for another year and a half averaging down and then selling at a loss then one probably should have given more thought to that "what about x" 🥴"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948786136811495666) 2025-07-25 16:43:16 UTC XXX followers, XX engagements "@grok @stocknettle @BradoCapital Yes but at this particular point he is saying that no one knows if a stock is going to go up or down it's all just fairy dust; great scene you should watch it again some time"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948526916400730342) 2025-07-24 23:33:13 UTC XXX followers, XX 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 "@CJ0pp3l @SimeonResearch_ have you looked at 319A I think it's going to be a banger"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948759380654260515) 2025-07-25 14:56:57 UTC XXX followers, XXX engagements "looks like the debt that appeared in March and June '24 was from X acquisitions: "May XX 2024Calian Group Ltd. (TSX: CGY) a diverse products and services company providing innovative healthcare communications learning and cybersecurity solutions has agreed to acquire U.K.-based Mabway for up to CAD$41M (GBP24M). This includes CAD$32.4M (GBP19M) on closing. Mabway is a leader in the management of large-scale defence role-playing environments that simulate real-world operational environments and provides technical engineering education for naval and maritime communities. The company has been a"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948469337242706189) 2025-07-24 19:44:25 UTC XXX followers, XX 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 "looks like the $OPEN pump n dump is cooked. Down XX% in two days lol though shameful really"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948037084151005597) 2025-07-23 15:06:48 UTC XXX followers, 1008 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, XXX engagements "ok those pumps are over and looks like todays pump is back to data center stocks"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948025636800569512) 2025-07-23 14:21:19 UTC XXX followers, XXX 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 "@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 "@SimeonResearch_ @AmsterdamStock You Greek"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948522829491962154) 2025-07-24 23:16:59 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 "@ReturnsJourney @KairosPraxis @WagieCapital I dont think thats strictly true. With most of the MAG6 both the capex and the return on capex are just on a way more massive scale. Return on AWS GCP etc are massive. And what would be the return on ASI Could be insane"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948256392223285606) 2025-07-24 05:38:15 UTC XXX followers, XX engagements "Last time someone did one of these videos wasn't it the top"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948802547629818086) 2025-07-25 17:48:29 UTC XXX followers, XXX engagements "dividends buybacks and acquisitions I like it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948469347304796312) 2025-07-24 19:44:27 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 "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, 2065 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 "@KairosPraxis Unfortunately I never saw anyone pitch GE Vernova until after this move"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948523550517985671) 2025-07-24 23:19:50 UTC XXX followers, XX engagements "so maybe $META's not cooked; as long as this mania continues looks like it will be fine; maybe sideways for a while"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948057897856086213) 2025-07-23 16:29:30 UTC XXX followers, XXX 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 "@compoundpapi Yeah I'd like to see the original Raymond James piece because the way he paraphrased it it's got a typo and also isn't even grammatically correct. I don't know much about him but have heard he got some retail guys into CSU early so they are grateful to him for that"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948590894644691009) 2025-07-25 03:47:27 UTC XXX followers, XX engagements "@SimeonResearch_ @AmsterdamStock nice catch"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948533191419330999) 2025-07-24 23:58:09 UTC XXX followers, XX 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, 1309 engagements "@stocknettle @BradoCapital @grok what's the reference of this part of the movie again"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948523752872182210) 2025-07-24 23:20:39 UTC XXX followers, XX engagements "As a natural born knife catcher my bet is currently on $DSG.TO"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1939741747573399660) 2025-06-30 17:44:05 UTC XXX followers, XXX 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 "didn't those $OPEN losers hear $AEO is today's pump n dump"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948396906440540317) 2025-07-24 14:56:36 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, 6095 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 But still not bullish enough to actually own a few shares"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948165560757543192) 2025-07-23 23:37:19 UTC XXX followers, XX engagements "Yeah but why do they always act surprised and then dump as soon as earnings come out Probably waiting to see top and bottom line and what the actual capex number is. Don't think this 10x number is meant to be taken literally but even if it's 2x don't see how the market doesn't freak"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948854275205202232) 2025-07-25 21:14:01 UTC XXX followers, XX 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 "eww why. I'm so much happier since I sold. Trying to follow all the incredibly technical debates around "peak litho" Chinese competition which may or may not be fake geopolitics tariffs just makes it not a lot of fun to own imo. Also why do picks and shovels when you can invest directly in the handful of companies developing ASI"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948441114266272024) 2025-07-24 17:52:16 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 "opportunity $DSG.TO Q1FY26: Net income of $XXXX million up X% from $XXXX million in Q1FY25 and down from $XXXX million in Q4FY25. Net income as a percentage of revenues was XX% compared to XX% in Q1FY25 and XX% in Q4FY25"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1930688118858149981) 2025-06-05 18:08:12 UTC XXX followers, XXX 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, XXX engagements "@NestBetter Feels like its going to be all up from here. Less than 1x last years sales seems pretty absurd. Tailwinds you mentioned are in place and also a X% buyback on such an illiquid stock should help too. Bought yesterday and then already added today (sold some MDA and PNG haha)"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948940154326188296) 2025-07-26 02:55:17 UTC XXX followers, XXX 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 "@LibertyRPF @nikitabier if you create lists it will feed the content from your lists into your 'for you.' Also of course clicking on anything that you don't want to immediately see one million more of is a critical mistake--that part requires great restraint and you need an alt account for that stuff"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948768973782466802) 2025-07-25 15:35:04 UTC XXX followers, XX engagements "I would just like to be annoying for a moment and point out that this has been working pretty well so far ie the market did suddenly wake up to $SFTBY"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948850483143344272) 2025-07-25 20:58:57 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, 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 "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 "@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 "@KairosPraxis @KeyStocks yeah that's why no urgency; just maybe if i'm cashed up and there's another big correction but shame for not owning asml or shame for considering owning it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948503872978518087) 2025-07-24 22:01:39 UTC XXX followers, XX 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 "@SimeonResearch_ @AmsterdamStock cool for some reason my guess had been Eastern Europe not Southern Europe helps explain your stock picks actually personally Greece is just not a place I would ever invest because I have no feel for it"  [@no_cap_cap](/creator/x/no_cap_cap) on [X](/post/tweet/1948524236794200427) 2025-07-24 23:22:34 UTC XXX followers, XX 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 goog, msft, $msft, $goog the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +42%
- X Month XXXXXXX +62%
- X Months XXXXXXX +1,490%
- X Year XXXXXXX +48,914%
Mentions: XXX #
- X Week XXX +51%
- X Month XXX +160%
- X Months XXXXX +1,455%
- X Year XXXXX +13,060%
Followers: XXX #
- X Week XXX +7.90%
- X Month XXX +20%
- X Months XXX +463%
- X Year XXX +277%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% cryptocurrencies XXXX% automotive brands XXXX% social networks XXXX% countries XXXX% travel destinations XXXX% currencies XXXX% events XXXX%
Social topic influence goog 3.39%, msft 2.91%, $msft 2.66%, $goog 2.42%, money 2.42%, nvda 2.18%, $googl 2.18%, meta 2.18%, amzn 1.94%, $dsgto XXXX%
Top accounts mentioned or mentioned by @kairospraxis @simeonresearch @bizalmanac @grok @simeonresearch_ @alexeimartov @everydaycap @nestbetter @cj0pp3l @keystocks @keepawake2 @returnsjourney @askperplexity @bigpoppastonk @amsterdamstock @nocapcap @compoundpapi @shomikghosh21 @amplifythealpha @bradocapital
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Marvell Technology Inc (MRVL) Open Custody Protocol (OPEN) Metadium (META) Apple, Inc. (AAPL) Danaher Corporation (DHR) Synopsys, Inc. (SNPS) Advanced Micro Devices (AMD) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Open Text Corp (OTEX) Micron Technology, Inc. (MU) American Eagle Outfitters (AEO) 4 (FOUR) Taiwan Semiconductor (TSM) Broadcom, Inc. (AVGO) Fiserv, Inc. (FI) Fartcoin (FARTCOIN)
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
"@MoS_Investing tbh i will never own it again after they intentionally crashed the price on shareholders; I'd rather a CEO take a salary than crash the price every time it's doing well 🫤 now when i see the ticker it still fills me with a mixture of rage and disgust" @no_cap_cap on X 2025-07-24 18:18:55 UTC XXX followers, XX engagements
"feels like the market's running out of steam right" @no_cap_cap on X 2025-07-24 16:35:59 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 I wish. Married life more like" @no_cap_cap on X 2025-07-26 03:22:31 UTC XXX followers, XXX engagements
"@CentaurixCap I agree. I'm not very bullish anymore. But I still have a position so still follow it and think about it. At this point they definitely have a lot to prove" @no_cap_cap on X 2025-07-23 23:43:22 UTC XXX followers, XX 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
"I'm kinda surprised how complacent most SaaS investors seem to be about this known unknown. If fear ever does start to set in then it seems we can expect multiples to start compressing" @no_cap_cap on X 2025-07-13 02:09:41 UTC XXX followers, XXX engagements
"no unfilled gap up but major narrative change for $GOOG and getting close to the February ATH (and bonus that we got the gap fill over with today)" @no_cap_cap on X 2025-07-24 18:40:10 UTC XXX followers, XXX engagements
"@EverydayCap Whats your short thesis for $BLN.TO other than that its Chinese junk (which turns out to be incorrect) and that it has has a bunch of sleepy legacy competition" @no_cap_cap on X 2025-07-21 01:01:04 UTC XXX followers, XXX engagements
"@KairosPraxis In this market X minutes is actually all you need" @no_cap_cap on X 2025-07-26 02:32:17 UTC XXX followers, XX engagements
"$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
"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
"@ALEXEIMARTOV @KairosPraxis I was worried about that so reduced my sizing but then when I saw it's still not showing up in the numbers started building my position up again" @no_cap_cap on X 2025-07-25 17:05:38 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
"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
"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, 2966 engagements
"@KairosPraxis one thing I have learned the hard way is always listen to smart bears could be a great ROI on that 🫤" @no_cap_cap on X 2025-07-25 15:54:56 UTC XXX followers, XX engagements
"@KairosPraxis @ALEXEIMARTOV Youre having long romantic walk n talks with Gemini" @no_cap_cap on X 2025-07-24 20:25:29 UTC XXX followers, XXX engagements
"have been trying to correct my mistake ever since I made it but Lumine just will not dip yeah we are in a bull market (actually a mania) but its strength is really surprising what's up with you Lumine" @no_cap_cap on X 2025-07-25 19:01:36 UTC XXX followers, XXX engagements
"@grok @stocknettle @BradoCapital I think ASML will almost certainly go up but I don't know if it will beat the market and even if it does I don't think it's worth the brain damage along the way" @no_cap_cap on X 2025-07-24 23:39:20 UTC XXX followers, XX 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, XXX engagements
"@KairosPraxis @bigpoppastonk @SimeonResearch_ Groks idea of 69" @no_cap_cap on X 2025-07-22 22:56:37 UTC XXX followers, XX engagements
"@CJ0pp3l @SimeonResearch_ how's our Japanese basket doing" @no_cap_cap on X 2025-07-25 14:38:40 UTC XXX followers, XX engagements
"OK guess $TGEN is more about the growth potential" @no_cap_cap on X 2025-07-23 17:38:09 UTC XXX followers, XXX 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
"@SimeonResearch_ @AmsterdamStock One of your favourite places to invest" @no_cap_cap on X 2025-07-24 23:44:21 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
"quality dumps and shitcos rip so in this upside down market are shitcos a safe haven 🤔" @no_cap_cap on X 2025-07-24 03:59:48 UTC XXX followers, XXX engagements
"April: "Descartes is now trading at 26x NTM EV/EBITDA which is down from 30x at the start of the year and below the mid-point of its 5-year range (28x average 20-36x range)." Even cheaper or if you prefer less expensive now:" @no_cap_cap on X 2025-06-20 01:47:28 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
"I guess the reason it has flown so under the radar until Better Nest and a few others started recently pounding the table is because it hasn't performed well. Is increased NATO spending the catalyst it needs to get eyes on it" @no_cap_cap on X 2025-07-24 19:44:26 UTC XXX followers, XX engagements
"@KairosPraxis And think where Waymo and their AI offerings will be including AI glasses. After Google I/O I dont get how the market is still skeptical" @no_cap_cap on X 2025-06-02 16:05:46 UTC XXX followers, XXX engagements
"@CJ0pp3l @SimeonResearch_ I know think you just own the two you mentioned above 😀" @no_cap_cap on X 2025-07-25 14:50:09 UTC XXX followers, XX engagements
"@gunner_dood @muddywatersre oh he just addressed it:" @no_cap_cap on X 2025-07-24 18:57:17 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
"@grok @stocknettle @BradoCapital yeah but this part specifically" @no_cap_cap on X 2025-07-24 23:23:13 UTC XXX followers, XX 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
"@KairosPraxis X% buyback so not needed lfg" @no_cap_cap on X 2025-07-24 20:05:22 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
"@realroseceline Subscriptions etc are up by $XXX billion YoY so we might be seeing some AI monetization there. Also video AI is going to completely transfer the film industry so I reckon that will be a very profitable business line for Google" @no_cap_cap on X 2025-07-23 20:53:06 UTC XXX followers, XXX engagements
"@CapstackCapital yeah looks good but a little too boring for the market we are currently in prefer FFH and BRK for boring anti-bubble cos" @no_cap_cap on X 2025-07-25 18:37:25 UTC XXX followers, XX engagements
"@linglingfool Thanks. I have a million bookmarks on the name but havent gotten around to reading them yettoo many opps and too busy shitposting" @no_cap_cap on X 2025-07-23 18:55:54 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, XXX 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
"I would bring up the chart to show you but I can't look at it anymore but every time the premium to book value gets high they market dump shares in an illiquid market knocking the share price down around 25%. They have done that twice now since December. Seems they got what they want though since no one really talks about the stock since the last time they smashed it down" @no_cap_cap on X 2025-07-24 18:24:49 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 $NVDA at XXX cuz at that time almost every comment on here was "wait for 80" "it's going to 50" "the CUDA moat is dead" "semis are cyclical" but sometimes deals are hiding in plain sight just have to tune out the noise of the day" @no_cap_cap on X 2025-07-16 01:42:57 UTC XXX followers, XXX engagements
"this is either going to become a wall of shame and regret or a wall of "i wish i trimmed a little too" (personally i'm hunting for easier IRRs (ie growth from a smaller base) so that's where i stand though i recognize that approach often backfires)" @no_cap_cap on X 2025-07-25 20:44:40 UTC XXX followers, XXX engagements
"$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
"@ALEXEIMARTOV @KairosPraxis How many times are we going to get to buy Google at a discount because of Search fears lol" @no_cap_cap on X 2025-07-25 16:55:05 UTC XXX followers, XX engagements
"Took Better Nests counsel and axed some meta" @no_cap_cap on X 2025-07-15 19:08:54 UTC XXX followers, 1802 engagements
"@BannetonCap guess the idea is that it will grow into its valuation" @no_cap_cap on X 2025-07-23 20:16:37 UTC XXX followers, XX engagements
"@KairosPraxis @KeyStocks will probably add more wen it falls to 50" @no_cap_cap on X 2025-07-24 20:59:44 UTC XXX followers, XX 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
"@hoomansv @jbulltard1 hopefully this does for $GOOG what $MSFT's last earnings did for it" @no_cap_cap on X 2025-07-23 23:04:02 UTC XXX followers, XX engagements
"Thanks to whomever stepped up and bought $BLN.TO today; otherwise this could have been a lot worse" @no_cap_cap on X 2025-07-17 20:10:19 UTC XXX followers, XXX engagements
"said MDA and PNG are expensive and CGY is cheap" @no_cap_cap on X 2025-07-24 19:44:24 UTC XXX followers, XXX engagements
""March X 2024 Calian Group Ltd. (TSX: CGY) a diverse products and services company providing innovative healthcare communications learning and cybersecurity solutions and MDA Ltd (TSX:MDA) a trusted global mission partner have completed a transaction in which Calian has purchased assets associated with MDAs nuclear services. MDA has provided professional services to the Canadian nuclear industry for more than XX years supported by a highly specialized team of engineers delivering complex project planning and management for large nuclear outages and refurbishment projects including experience" @no_cap_cap on X 2025-07-24 19:44:26 UTC XXX followers, XX engagements
"@TomSmith839 plus they're negative on dividends and on buybacks when the stock is up" @no_cap_cap on X 2025-07-24 15:53:21 UTC XXX followers, XX engagements
"@CJ0pp3l @SimeonResearch_ ahh so maybe not outperforming yet (though I think your hypothesis is actually to see if it will outperform all of us)" @no_cap_cap on X 2025-07-25 14:46:57 UTC XXX followers, XXX engagements
"$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 $XXXX million in Q1FY25" @no_cap_cap on X 2025-06-15 22:11:50 UTC XXX followers, 1133 engagements
"@KairosPraxis @KeyStocks and this is the watchlist of my watchlist" @no_cap_cap on X 2025-07-24 21:07:38 UTC XXX followers, XX engagements
"$NVDA valuation still actually not that bad" @no_cap_cap on X 2025-07-18 18:52:33 UTC XXX followers, 2140 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
"the worst part though is the constant stock teases that come with going behind a paywall 🙄" @no_cap_cap on X 2025-07-23 19:36:25 UTC XXX followers, XXX 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
"@KairosPraxis @KeyStocks we buy when CNBC airs the next "market meltdown" now please research CGY and TGEN for me" @no_cap_cap on X 2025-07-23 23:09:36 UTC XXX followers, XXX engagements
"was looking at this a little while ago but passed" @no_cap_cap on X 2025-07-25 17:32:08 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
"Ok so what do I mean then: ROI I get that their capex is going to hurt their EPS in the short term as it shows up in DA but eventually I think that capex will increase their EPS. Good point on the glasses. Meta has taken the lead but they will definitely be somewhat commoditized; however both META and GOOG etc will probably stay in the lead. Zuck has already talked about how after glasses it will be contact lenses and then holograms and it sounds like both of those latter are already in development. Re: holograms basically he is saying our experience via AI glasses/contact lenses will become" @no_cap_cap on X 2025-07-23 21:14:58 UTC XXX followers, XX 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
"this one is near the top of my list for things to be positioned in when the bubble pops (ie when you want reasonable valuation + quality)" @no_cap_cap on X 2025-07-25 16:05:38 UTC XXX followers, XXX engagements
"@gunner_dood @muddywatersre I mean Marc's had a lot of big losers but I don't see how this was one of them unless he got killed on the borrow and timed it really badly" @no_cap_cap on X 2025-07-24 18:55:13 UTC XXX followers, XX 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
"revenue NI FCF a bit lumpy and recently took on some debt" @no_cap_cap on X 2025-07-24 19:44:24 UTC XXX followers, XX engagements
"@bizalmanac @AskPerplexity @grok so what @grok and @AskPerplexity you guys are friends and don't talk shit on each other" @no_cap_cap on X 2025-07-23 16:22:19 UTC XXX followers, XX engagements
"@TLM_Capital $FFH.TO has got to be a stair step stock" @no_cap_cap on X 2025-06-28 18:07:57 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
"@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
"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
"@SimeonResearch_ @AmsterdamStock Have you been to Vancouver Yes the photo is looking from Kitsilano across English Bay towards downtown" @no_cap_cap on X 2025-07-25 00:06:11 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, 1024 engagements
"looks great tbh but unfortunately i can't go by numbers alone--for better or worse i have to also find the story compelling and i don't understand what the moat is here but it does seem they are one of the leaders in mobile surveillance towers along with a few other players" @no_cap_cap on X 2025-07-23 15:40:05 UTC XXX followers, XXX engagements
"I have a long thread on all the different aspects of it (link below) but main thing is Zuck is trying to create his own OS to get out from under AAPL's thumb (which he said would massively increase their profit); he missed the smart phone cycle and doesn't want to miss the AI glasses cycle; and he is obviously gunning for AI and ASI (both of which I think will have a great if not insane ROIC) and lastly it's all supported by the legacy ad business. Have never had any interest in the latter but am super bullish for this new Meta set up" @no_cap_cap on X 2025-07-23 20:27:55 UTC XXX followers, XXX 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
"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, 1220 engagements
"again I ask are shitcos and meme stonks now the real safe havens" @no_cap_cap on X 2025-07-24 21:18:44 UTC XXX followers, XXX 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
"@KairosPraxis that guy sounds really annoying but kind of has a point; everyone is in asml because it's a "monopoly" and "cheap" and the tech is "incredible" but do they actually understand it anyway that guy sounds flippant so I hope he blows up (narrator: he's already blown up twice)" @no_cap_cap on X 2025-07-24 22:11:32 UTC XXX followers, XX engagements
"@SimeonResearch_ @AmsterdamStock Sorry that's what I meant: that I am located in one of your favourite places to invest. View from my balcony rn 😃" @no_cap_cap on X 2025-07-24 23:53:54 UTC XXX followers, XX engagements
"how i as a grown man still pitch a stock: not a single number all just vibes trends and hopium 😳😬⚰" @no_cap_cap on X 2025-07-23 21:00:27 UTC XXX followers, XXX engagements
"ahh so this new strat has a name: "the flight to crap"" @no_cap_cap on X 2025-07-25 14:47:40 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, 2042 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
"@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
"@KairosPraxis @KeyStocks wow Firan sounds great" @no_cap_cap on X 2025-07-23 21:28:40 UTC XXX followers, XX engagements
"too good some ideas just click with you right away $MPTI" @no_cap_cap on X 2025-07-25 20:09:46 UTC XXX followers, XXX engagements
"Why do you need a funding short if you can just use margin instead Seems like less chance of blowing up no" @no_cap_cap on X 2025-07-23 19:06:26 UTC XXX followers, XXX 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
"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
"@EpsilonTheory @SecScottBessent Trump drags everyone around him deep into the swamp" @no_cap_cap on X 2025-07-25 03:12:21 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
"How can this be a 600M MC company $CGY.TO" @no_cap_cap on X 2025-07-25 18:05:14 UTC XXX followers, XXX 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
"@ReturnsJourney @KairosPraxis @WagieCapital I reduced my position sizing from around XX% to around XXX% but I'm actually super bullish on META so watching closely If this capex destroys their EPS then yes it will likely drop with earnings so could take time; would actually be nice to buy back a lot lower" @no_cap_cap on X 2025-07-23 20:15:13 UTC XXX followers, XX engagements
"@shomikghosh21 if you had a chance to look at it any thoughts bln also came up in that ksi thread a little while back which you probably noticed" @no_cap_cap on X 2025-07-25 20:21:38 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
"Dont normally follow P/S so dont have a feel for it yet (and the info I saw online was all very contradictory) so is a forward P/S of X fair cheap or expensive Sales going up but price has been going up faster. Rev Fwd 2Yr: 24.0%" @no_cap_cap on X 2025-06-03 01:22:04 UTC XXX followers, 1527 engagements
"the spam bots are absurd but I have X accounts (or actually 3) one for politics and the for you there actually gives me exactly what I want and this one for markets and the for you here gives me mostly exactly what I want but here I have to make sure never to like a single political post or crypto post etc or it instantly destroys your algo; same with most social media platforms though" @no_cap_cap on X 2025-07-25 16:21:16 UTC XXX followers, XX engagements
"they do charge almost XXX bips for fx conversion though so not sure which is worse I try not to convert too much and just use my CAD for CAD stocks and USD for USD stocks but if you have a bunch of CAD you want to convert what are you supposed to do start with an immediate X% haircut" @no_cap_cap on X 2025-07-25 17:53:10 UTC XXX followers, XX 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
"@KairosPraxis @bizalmanac Like for example XX baggers are just not available to me because Im too focused on short term headwinds like oh Zuck is going way too capex heavy time to trim because the DA is going to kill their earnings before the ROIC shows up; then buyback later" @no_cap_cap on X 2025-07-15 20:07:26 UTC XXX followers, XX engagements
"@KairosPraxis @KeyStocks why is CSU on your watchlist lol my watchlist is pretty short and don't feel urgent about any of it" @no_cap_cap on X 2025-07-24 21:04:18 UTC XXX followers, XX 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
"this was tongue-in-cheek but also XXX% true" @no_cap_cap on X 2025-07-24 21:09:41 UTC XXX followers, XXX 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
"@unknowncapital1 @NickCortellucci sounds like that would go against their modus operandi" @no_cap_cap on X 2025-07-23 21:50:44 UTC XXX followers, XX 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
"@KairosPraxis @sv_techie Your margin of safety is going to be the death of me. They say retail is so successful now that retail only needs X minutes of research per stock so get with the program" @no_cap_cap on X 2025-07-26 01:17:43 UTC XXX followers, XX 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
"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
"I think Pramod is in the process of reshaping the core biz and acquisitions so hopefully that will bear fruit though I think he said in his last letter there will still be some drag from that for the next couple quarters. But at this point it almost seems comical to me that it is a roll up without rolling anything up. Next acquisition should restore some faith in CMG XXX and show which direction they are heading in hopefully some adjacent vertical as he said in his last letter" @no_cap_cap on X 2025-07-23 23:36:44 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
"@unknowncapital1 @NickCortellucci Kairos' thread is saying they have done their acquisitions through debt in order to avoid dilution" @no_cap_cap on X 2025-07-25 02:55:09 UTC XXX followers, XX engagements
"@LibertyRPF And this one is apparently real" @no_cap_cap on X 2025-07-26 01:35:33 UTC XXX followers, XX engagements
"@KairosPraxis @ReturnsJourney @WagieCapital the metaverse XXX narrative hasn't even made a dent yet so I think for now it might just trade inline with the market" @no_cap_cap on X 2025-07-23 19:58:46 UTC XXX followers, XX engagements
"@KairosPraxis @KeyStocks yeah and not sure now is the time" @no_cap_cap on X 2025-07-23 21:49:00 UTC XXX followers, XX engagements
"30:30 I own a few shares still. I think at this pint it is close to fair value" @no_cap_cap on X 2025-07-15 01:48:49 UTC XXX followers, XXX engagements
"I saw someone say $META has 10xed its capex but even if it has only like doubled the stock is going to tank no" @no_cap_cap on X 2025-07-25 21:09:40 UTC XXX followers, XXX 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, 4233 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
"@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
"Excellent write up. Definitely worth the read. $KSI.TO Great timing too imo (ie can btd)" @no_cap_cap on X 2025-07-20 16:59:26 UTC XXX followers, XXX engagements
"for me one of the greatest mysterious of the modern period will always be how Kairos could listen to this podcast and then say to himself "nope that's a pass for me"" @no_cap_cap on X 2025-07-16 01:30:43 UTC XXX followers, XXX engagements
"@KairosPraxis @KeyStocks did you listen to the one on mattr" @no_cap_cap on X 2025-07-23 23:13:11 UTC XXX followers, XX engagements
"$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
"@SimeonResearch_ @AmsterdamStock Israel is not far from Greece either. A long time ago I took a ferry from Greece to Israel. Spent about X months in Israel but unfortunately only a couple nights in Athens and the Acropolis was on strike while I was there 😢" @no_cap_cap on X 2025-07-24 23:36:44 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, 4589 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
"@KairosPraxis sorry this one didn't do numbers; i thought it was pretty good" @no_cap_cap on X 2025-07-25 06:09:39 UTC XXX followers, XX 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
"@stonkmetal $CLPT (if interested just go through the ticker lots of write ups)" @no_cap_cap on X 2025-07-25 23:38:19 UTC XXX followers, XXX engagements
"@MoS_Investing If it gets overvalued I would prefer they issue shares than dump on their shareholders; left a very bad taste in my mouth. But anyway that's just me" @no_cap_cap on X 2025-07-24 18:45:09 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
"@KairosPraxis @sv_techie @MaxTheComrade @Rubenslashh" @no_cap_cap on X 2025-07-25 23:44:54 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
"@KairosPraxis Yeah I mean if you are bullish on a name and a smart bear says "what about x" but you rationalize it and end up bagholding underwater for another year and a half averaging down and then selling at a loss then one probably should have given more thought to that "what about x" 🥴" @no_cap_cap on X 2025-07-25 16:43:16 UTC XXX followers, XX engagements
"@grok @stocknettle @BradoCapital Yes but at this particular point he is saying that no one knows if a stock is going to go up or down it's all just fairy dust; great scene you should watch it again some time" @no_cap_cap on X 2025-07-24 23:33:13 UTC XXX followers, XX 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
"@CJ0pp3l @SimeonResearch_ have you looked at 319A I think it's going to be a banger" @no_cap_cap on X 2025-07-25 14:56:57 UTC XXX followers, XXX engagements
"looks like the debt that appeared in March and June '24 was from X acquisitions: "May XX 2024Calian Group Ltd. (TSX: CGY) a diverse products and services company providing innovative healthcare communications learning and cybersecurity solutions has agreed to acquire U.K.-based Mabway for up to CAD$41M (GBP24M). This includes CAD$32.4M (GBP19M) on closing. Mabway is a leader in the management of large-scale defence role-playing environments that simulate real-world operational environments and provides technical engineering education for naval and maritime communities. The company has been a" @no_cap_cap on X 2025-07-24 19:44:25 UTC XXX followers, XX 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
"looks like the $OPEN pump n dump is cooked. Down XX% in two days lol though shameful really" @no_cap_cap on X 2025-07-23 15:06:48 UTC XXX followers, 1008 engagements
"@bizalmanac @AskPerplexity @grok why does Perplexity suck so bad" @no_cap_cap on X 2025-07-22 21:40:09 UTC XXX followers, XXX engagements
"ok those pumps are over and looks like todays pump is back to data center stocks" @no_cap_cap on X 2025-07-23 14:21:19 UTC XXX followers, XXX 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
"@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
"@SimeonResearch_ @AmsterdamStock You Greek" @no_cap_cap on X 2025-07-24 23:16:59 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
"@ReturnsJourney @KairosPraxis @WagieCapital I dont think thats strictly true. With most of the MAG6 both the capex and the return on capex are just on a way more massive scale. Return on AWS GCP etc are massive. And what would be the return on ASI Could be insane" @no_cap_cap on X 2025-07-24 05:38:15 UTC XXX followers, XX engagements
"Last time someone did one of these videos wasn't it the top" @no_cap_cap on X 2025-07-25 17:48:29 UTC XXX followers, XXX engagements
"dividends buybacks and acquisitions I like it" @no_cap_cap on X 2025-07-24 19:44:27 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
"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, 2065 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
"@KairosPraxis Unfortunately I never saw anyone pitch GE Vernova until after this move" @no_cap_cap on X 2025-07-24 23:19:50 UTC XXX followers, XX engagements
"so maybe $META's not cooked; as long as this mania continues looks like it will be fine; maybe sideways for a while" @no_cap_cap on X 2025-07-23 16:29:30 UTC XXX followers, XXX 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
"@compoundpapi Yeah I'd like to see the original Raymond James piece because the way he paraphrased it it's got a typo and also isn't even grammatically correct. I don't know much about him but have heard he got some retail guys into CSU early so they are grateful to him for that" @no_cap_cap on X 2025-07-25 03:47:27 UTC XXX followers, XX engagements
"@SimeonResearch_ @AmsterdamStock nice catch" @no_cap_cap on X 2025-07-24 23:58:09 UTC XXX followers, XX 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, 1309 engagements
"@stocknettle @BradoCapital @grok what's the reference of this part of the movie again" @no_cap_cap on X 2025-07-24 23:20:39 UTC XXX followers, XX engagements
"As a natural born knife catcher my bet is currently on $DSG.TO" @no_cap_cap on X 2025-06-30 17:44:05 UTC XXX followers, XXX 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
"didn't those $OPEN losers hear $AEO is today's pump n dump" @no_cap_cap on X 2025-07-24 14:56:36 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, 6095 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 But still not bullish enough to actually own a few shares" @no_cap_cap on X 2025-07-23 23:37:19 UTC XXX followers, XX engagements
"Yeah but why do they always act surprised and then dump as soon as earnings come out Probably waiting to see top and bottom line and what the actual capex number is. Don't think this 10x number is meant to be taken literally but even if it's 2x don't see how the market doesn't freak" @no_cap_cap on X 2025-07-25 21:14:01 UTC XXX followers, XX 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
"eww why. I'm so much happier since I sold. Trying to follow all the incredibly technical debates around "peak litho" Chinese competition which may or may not be fake geopolitics tariffs just makes it not a lot of fun to own imo. Also why do picks and shovels when you can invest directly in the handful of companies developing ASI" @no_cap_cap on X 2025-07-24 17:52:16 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
"opportunity $DSG.TO Q1FY26: Net income of $XXXX million up X% from $XXXX million in Q1FY25 and down from $XXXX million in Q4FY25. Net income as a percentage of revenues was XX% compared to XX% in Q1FY25 and XX% in Q4FY25" @no_cap_cap on X 2025-06-05 18:08:12 UTC XXX followers, XXX 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, XXX engagements
"@NestBetter Feels like its going to be all up from here. Less than 1x last years sales seems pretty absurd. Tailwinds you mentioned are in place and also a X% buyback on such an illiquid stock should help too. Bought yesterday and then already added today (sold some MDA and PNG haha)" @no_cap_cap on X 2025-07-26 02:55:17 UTC XXX followers, XXX 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
"@LibertyRPF @nikitabier if you create lists it will feed the content from your lists into your 'for you.' Also of course clicking on anything that you don't want to immediately see one million more of is a critical mistake--that part requires great restraint and you need an alt account for that stuff" @no_cap_cap on X 2025-07-25 15:35:04 UTC XXX followers, XX engagements
"I would just like to be annoying for a moment and point out that this has been working pretty well so far ie the market did suddenly wake up to $SFTBY" @no_cap_cap on X 2025-07-25 20:58:57 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, 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
"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
"@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
"@KairosPraxis @KeyStocks yeah that's why no urgency; just maybe if i'm cashed up and there's another big correction but shame for not owning asml or shame for considering owning it" @no_cap_cap on X 2025-07-24 22:01:39 UTC XXX followers, XX 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
"@SimeonResearch_ @AmsterdamStock cool for some reason my guess had been Eastern Europe not Southern Europe helps explain your stock picks actually personally Greece is just not a place I would ever invest because I have no feel for it" @no_cap_cap on X 2025-07-24 23:22:34 UTC XXX followers, XX engagements