# ![@ocshree Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::878201162.png) @ocshree OCShree

OCShree posts on X about $pton, $nvda, nvda, porsche the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::878201162/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::878201162/c:line/m:interactions.svg)

- [--] Week [-----] -77%
- [--] Month [------] +386%
- [--] Months [------] +111%
- [--] Year [-------] -84%

### Mentions: [--] [#](/creator/twitter::878201162/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::878201162/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::878201162/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::878201162/c:line/m:followers.svg)

- [--] Week [-----] +0.22%
- [--] Month [-----] +0.25%
- [--] Months [-----] +2.30%
- [--] Year [-----] +6.90%

### CreatorRank: [---------] [#](/creator/twitter::878201162/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::878201162/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [luxury brands](/list/luxury-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$pton](/topic/$pton), [$nvda](/topic/$nvda), [nvda](/topic/nvda), [porsche](/topic/porsche), [$tsla](/topic/$tsla), [elon musk](/topic/elon-musk), [tesla](/topic/tesla), [$amzn](/topic/$amzn), [$crwd](/topic/$crwd), [ai](/topic/ai)

**Top accounts mentioned or mentioned by**
[@jbulltard1](/creator/undefined) [@elonmusk](/creator/undefined) [@mukund](/creator/undefined) [@onepeloton](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@sawyermerritt](/creator/undefined) [@jimcramer](/creator/undefined) [@porsche](/creator/undefined) [@openai](/creator/undefined) [@unusualwhales](/creator/undefined) [@stealthqe4](/creator/undefined) [@theaiinvestor](/creator/undefined) [@dieworkwear](/creator/undefined) [@buccocapital](/creator/undefined) [@bigbullcap](/creator/undefined) [@martychargin](/creator/undefined) [@dynamicbrands](/creator/undefined) [@billackman](/creator/undefined) [@amitisinvesting](/creator/undefined) [@speedsportlife](/creator/undefined)

**Top assets mentioned**
[Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Costco Hot Dog (COST)](/topic/$cost) [Microsoft Corp. (MSFT)](/topic/$msft) [Zscaler Inc (ZS)](/topic/$zs) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotify Technology (SPOT)](/topic/$spot) [Salesforce Inc (CRM)](/topic/$crm) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Fastly, Inc. (FSLY)](/topic/$fsly) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Costco Wholesale Corporation (COST)](/topic/costco) [Okta Inc (OKTA)](/topic/$okta) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Ferrari N.V. (RACE)](/topic/ferrari) [Shopify Inc (SHOP)](/topic/$shop) [Reddit, Inc.  (RDDT)](/topic/$rddt) [PepsiCo, Inc. (PEP)](/topic/$pep) [Fenerbahçe Token (FB)](/topic/$fb) [Accenture (ACN)](/topic/accenture) [Starbucks Corporation (SBUX)](/topic/$sbux) [Metadium (META)](/topic/$meta) [Goldman Sachs (GS)](/topic/goldman-sachs) [Datadog Inc (DDOG)](/topic/$ddog)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Druz8 Thats why I put my biotech allocation into $RYOIX. Not my area of specialty and that is one of the few funds I own that has outperformed"  
[X Link](https://x.com/ocshree/status/1262809371160928256)  2020-05-19T18:16Z [----] followers, [--] engagements


"Got my $PTON century shirt today Thank you @onepeloton @CitronResearch"  
[X Link](https://x.com/ocshree/status/1276238339624939520)  2020-06-25T19:38Z [----] followers, [--] engagements


"@ShellyMBoulder @CUBoulder Quite different from Harvey Mudd. No testing of incoming students but two week full quarantine for all. (My D is a soph). Comments https://www.hmc.edu/coronavirus-information/students/ https://www.hmc.edu/coronavirus-information/students/"  
[X Link](https://x.com/ocshree/status/1293621660621221888)  2020-08-12T18:53Z [----] followers, [--] engagements


"We need just a little more eye rolling to get back over $70. $PTON"  
[X Link](https://x.com/ocshree/status/1296872312159887360)  2020-08-21T18:10Z [----] followers, [--] engagements


"For anyone trying to gauge the stickiness of the @onepeloton in Jan they introd a 5K minute challenge. Everyone got the badge. Last week they upped it to 10K. Heres what it looks like. About 25% of my friends already have it. Almost [--] million crazies doing the challenge $PTON"  
[X Link](https://x.com/ocshree/status/1298763086803869699)  2020-08-26T23:23Z [----] followers, [--] engagements


"1/ Starting a $PTON earning thread. First -company sandbag guidance attached below-plus GS (Heath Terry) and JPM (Doug Anmuth)raises Company: [----] M subs and $520M rev GS: [----] M subs and $630M rev JPM: [----] M subs and $593M rev Me: [---] M subs 300K dig subs $825M rev"  
[X Link](https://x.com/ocshree/status/1301276520481198080)  2020-09-02T21:51Z [----] followers, [--] engagements


"The last few weeksa former fav instructor @jmethodfitness has been hinting on social media about a return to cycling. In parallel there was a patent update indicating that $PTON may allow 3rd party coaches on their platform. Spidey tells me something up. JJ tell me it is so"  
[X Link](https://x.com/ocshree/status/1301674778575564801)  2020-09-04T00:13Z [----] followers, [--] engagements


"One of the key metrics to look for when $PTON reports is avg monthly workouts per sub. Anything over [--] means platform is getting stickier. Big investments in yoga strength and running. Indicative of lower churn long term. Something for everyone. Im doing my part"  
[X Link](https://x.com/ocshree/status/1303773156264390656)  2020-09-09T19:11Z [----] followers, [--] engagements


"Getting primed for the good stuff. $pton"  
[X Link](https://x.com/ocshree/status/1303883869167300608)  2020-09-10T02:31Z [----] followers, [--] engagements


"Big improvement in the average workouts per subscriber. Expanded from [----] last Q to [----] in Q4. The platform continues to bring value to users and is getting stickier with the addition of strength yoga boot camp and other workouts. No sign of churn here (0.52% monthly). $PTON One of the key metrics to look for when $PTON reports is avg monthly workouts per sub. Anything over [--] means platform is getting stickier. Big investments in yoga strength and running. Indicative of lower churn long term. Something for everyone. Im doing my part https://t.co/ytstePCPYG One of the key metrics to look"  
[X Link](https://x.com/ocshree/status/1304154177900220418)  2020-09-10T20:26Z [----] followers, [--] engagements


"$PTON CEO @keylargofoley will be on @CNBC live at 4:45 PT for all the early birds"  
[X Link](https://x.com/ocshree/status/1304374454525374464)  2020-09-11T11:01Z [----] followers, [--] engagements


"$PTON investor call reviewing the new Bike+ with Apple Watch integration"  
[X Link](https://x.com/ocshree/status/1305921950649184256)  2020-09-15T17:30Z [----] followers, [--] engagements


"$PTON Investor Conference. Younger and less affluent households are the fastest growing demographic. Not just for rich people anymore"  
[X Link](https://x.com/ocshree/status/1305932555191951361)  2020-09-15T18:12Z [----] followers, [--] engagements


"What is it these short sellers are seeing that I am completely missing $PTON"  
[X Link](https://x.com/ocshree/status/1307356789835354113)  2020-09-19T16:32Z [----] followers, [--] engagements


"The wording has now changed from a connected fitness bike to a tech enabled bike. Bring your own iPad. $PTON"  
[X Link](https://x.com/ocshree/status/1308444327211724801)  2020-09-22T16:33Z [----] followers, [--] engagements


"I just popped open a bottle of a wonderful red to acknowledge all the shorties of $PTON and $NNOX. Without you we would not have had such a great day. Youre about to get wrecked. Cheers"  
[X Link](https://x.com/ocshree/status/1309650781491007488)  2020-09-26T00:27Z [----] followers, [--] engagements


"I see Echelon the primary $PTON competitor has had to lower prices in response to PTONs new Bike/Bike+. Even at this lower price how is it even selling vs. the Peloton Bike at $1895 For an extra $250 I think consumers will make the smart choice"  
[X Link](https://x.com/ocshree/status/1310714119998197760)  2020-09-28T22:52Z [----] followers, [--] engagements


"Trimmed my very first $PTON shares (just 5%) at $105.10 at about half my $FSLY @ $98.10. These are the first shares of $PTON I have sold since the $40s. Im sure to by these back a bit lower. Fastly just pure profit taking also expect to buy back"  
[X Link](https://x.com/ocshree/status/1311733780512612352)  2020-10-01T18:24Z [----] followers, [--] engagements


"LA Fitness with [---] clubs facing a liquidity crunch with massive debt and fully drawn revolver. Their term loan valued at $0.59 on the dollar by Bloomberg and their debt/earnings estimated at 8X. Sounds a lot like $PLNT $PTON https://www.bloombergquint.com/business/la-fitness-weighs-financing-with-lenders-to-weather-gym-closures https://www.bloombergquint.com/business/la-fitness-weighs-financing-with-lenders-to-weather-gym-closures"  
[X Link](https://x.com/ocshree/status/1312563759202799616)  2020-10-04T01:22Z [----] followers, [--] engagements


"In January @onepeloton announced their Annual Challenge. Number of minutes worked out across any discipline with badges for each [----] minutes up to 10K. Today we reached an important milestone [--] Million participating. $PTON"  
[X Link](https://x.com/ocshree/status/1314218601050587137)  2020-10-08T14:58Z [----] followers, [--] engagements


"Not surprised by the violent upswing in $PTON. Appears to be a massive short squeeze in play. Highest % short volume since going public. Last weeks percent ratios very lopsided. Where and how this ends who knows. A small dip and burned shorts will be covering. Long.💪"  
[X Link](https://x.com/ocshree/status/1315141822017007616)  2020-10-11T04:06Z [----] followers, [--] engagements


"Ive seen a number of tweets questioning the sustainability of $PTON. Dont believe them. Below are the app download rankings over the last few months. Appears to be holding steady in the US and picking up in Germany. Looks good to me Long 💪 (source: App Annie)"  
[X Link](https://x.com/ocshree/status/1315154959709597697)  2020-10-11T04:59Z [----] followers, [--] engagements


"$PTON HOD ATH $129.42"  
[X Link](https://x.com/ocshree/status/1316052812707454976)  2020-10-13T16:26Z [----] followers, [--] engagements


"$PTON quietly posted the below support change today. It effectively bricks 3rd party bikes and elims a segment of DIY users benefiting from the PTON app. This may be tied to their upcoming CPO push. They havent announced pricing but likely to be close to the down market bikes"  
[X Link](https://x.com/ocshree/status/1316126603168997381)  2020-10-13T21:20Z [----] followers, [--] engagements


"$FSLY predicts a $3M revenue shortfall and loses $5B after hours. $UAL reports a$1.8B loss and the stock is up after hours. This is 2020"  
[X Link](https://x.com/ocshree/status/1316521977197199362)  2020-10-14T23:31Z [----] followers, [---] engagements


"$PTON literally saving lives. 👇 Companies and health care providers are starting to recognize this. I predict you will soon see reimbursed monthly sub fees and health plan discounts for exercising with @onepeloton"  
[X Link](https://x.com/ocshree/status/1316900445747470336)  2020-10-16T00:35Z [----] followers, [--] engagements


"All the $PTON shorts acting like they are geniuses. In fact we are still up for the week and up for the last [--] weeks in a row. Still well above any MA you can think of. We havent had more than two down weeks since Feb. Its more quintupled since then. 🚀💪"  
[X Link](https://x.com/ocshree/status/1317267614733750277)  2020-10-17T00:54Z [----] followers, [--] engagements


"PSA: If you havent ordered your $PTON you may not get it by Xmas. Ive seen delivery times stretch beyond the 8-10 weeks this past summer and they have doubled capacity since. Get your Peloton before they run out and get $100 off with my referral code: VHPZWR #demandproblems"  
[X Link](https://x.com/ocshree/status/1317933023958986752)  2020-10-18T20:58Z [----] followers, [--] engagements


"$PTON shorts running for cover"  
[X Link](https://x.com/ocshree/status/1318221866624901125)  2020-10-19T16:05Z [----] followers, [--] engagements


"$PTON Some additional color on PTON's partnership with Germany's Football Academy via their announcement. PTON has always seemed a logical professional training solution (especially off season) since metrics are widely available to coaches & teams. https://t.co/eHcGUxFGwf https://t.co/KXIXup0Bod Some additional color on PTON's partnership with Germany's Football Academy via their announcement. PTON has always seemed a logical professional training solution (especially off season) since metrics are widely available to coaches & teams. https://t.co/eHcGUxFGwf https://t.co/KXIXup0Bod"  
[X Link](https://x.com/ocshree/status/1318990039074832384)  2020-10-21T18:58Z [----] followers, [--] engagements


"A lot of people still think $PTON is a Covid story and that they tank once a vaccine is developed. In fact they have been growing at 100% annually for [--] years long before Corona. Guidance for FY21 is another 100% to $3.65B. Believe what you may but it works"  
[X Link](https://x.com/ocshree/status/1319874209556754432)  2020-10-24T05:31Z [----] followers, [--] engagements


"Our friends at @PeloBuddy reporting a beta version called Sessions or Group Rides that $PTON patented last summer. It allows for synchd start times and a leaderboard just like a live class. Like clockwork the new features rolling out before ER. #moat #PowerZonePack #PZP In a revised US Patent application updated Aug [--] here: https://t.co/rzJ6DFAptq Peloton is planning a number of Zwift like features including mini-competitions and trophies. Also references 3rd party/amateur instructors and a new group rides feature. Let the games begin $PTON https://t.co/we8m5UKagM In a revised US Patent"  
[X Link](https://x.com/ocshree/status/1323357159749349376)  2020-11-02T20:11Z [----] followers, [--] engagements


"$PTON with a beat and raise. Revs: Q1 $757.9 vs $725M guid/$728M Consen Raise full year from $3.65B to $3.9B or better Q1 adj EBITDA $118.9 vs $85M Guid Raise full year from $237M at mid to OVER $300M Customer Deposits/Def Rev: $521.2M vs $363.6 Churn still low: 0.65%/mo $PTON reports Q1 Thurs. Guidance is $725M rev $85M adj EBITDA and 1.325M CF subs. Reported their Q4 on 9/11(10 wks into curr qtr) so likely no big surprises. Aggressive GS raised to $829M rev and 276K net adds vs. guidance of 230K. Consen is $728M (10 lazy analysts) per Zacks. $PTON reports Q1 Thurs. Guidance is $725M rev"  
[X Link](https://x.com/ocshree/status/1324463432389677056)  2020-11-05T21:27Z [----] followers, [--] engagements


"$PTON more upgrades $PTON Peloton Analysts Lift Targets Say Demand Surge Is Good Problem via Bloomberg https://t.co/sseG5DfAyU $PTON Peloton Analysts Lift Targets Say Demand Surge Is Good Problem via Bloomberg https://t.co/sseG5DfAyU"  
[X Link](https://x.com/ocshree/status/1324696490611126272)  2020-11-06T12:53Z [----] followers, [--] engagements


"Breaking news. @JoeBiden has a $PTON and he rides at [--] I work out every morning Mr. Biden said. I usually work on the Peloton bike and I lift. (NY Times) Who is fit now"  
[X Link](https://x.com/ocshree/status/1325426611739529216)  2020-11-08T13:15Z [----] followers, [---] engagements


"$PTON Partnership with Beyonc + 155M Insta followers + Been a rider for several years + Huge global presence + multi year content deal + pro social justice + HBCU gift Beyonc has appeared in major campaigns with $PEP $AXP and $LRLCY This is big https://www.prnewswire.com/news-releases/beyonce-and-peloton-team-up-for-unprecedented-partnership-301169185.html https://www.prnewswire.com/news-releases/beyonce-and-peloton-team-up-for-unprecedented-partnership-301169185.html"  
[X Link](https://x.com/ocshree/status/1326161998439043072)  2020-11-10T13:57Z [----] followers, [--] engagements


"$PTON The Beyonc effect. Told you this was big Next up will be a line of Ivy Park/Peloton branded workout clothes. Its coming. Its [------] people in just this ONE Beyonce Peloton class at 9:30pm in the first fucking day. Its [------] people in just this ONE Beyonce Peloton class at 9:30pm in the first fucking day"  
[X Link](https://x.com/ocshree/status/1326505914128424965)  2020-11-11T12:43Z [----] followers, [--] engagements


"Many have questioned the existence of the $PTON moat. For those the brilliant minds of @BobTreemore and self have collaborated on the below. Watch out for the alligators"  
[X Link](https://x.com/ocshree/status/1326882556445224961)  2020-11-12T13:40Z [----] followers, [---] engagements


"LA Fitness gyms in So Cal closing again starting tomorrow. $PTON $PLNT"  
[X Link](https://x.com/ocshree/status/1328515548603244544)  2020-11-17T01:49Z [----] followers, [--] engagements


"$PTON in the comfort of your home or this Soul Cycle wreck"  
[X Link](https://x.com/ocshree/status/1336085017810747392)  2020-12-07T23:07Z [----] followers, [--] engagements


"Cathie Wood and $ARKW buys 135.9K shares $PTON on 12/7. First entry. 🚀"  
[X Link](https://x.com/ocshree/status/1336093751391838208)  2020-12-07T23:42Z [----] followers, [---] engagements


"I Spy a @onepeloton Bike and Tread. $PTON $FB"  
[X Link](https://x.com/ocshree/status/1337096118870536197)  2020-12-10T18:05Z [----] followers, [--] engagements


"This is awesome. $PTON #ElisChallenge #JACKSTRONG I recently met #TackleKidsCancer MVP Jack. Hes a great kid and fighting leukemia. To show their support his community took #ElisChallenge and organized a @Peloton ride Sun 12/20 @ 9:30AM. You can support Jack by riding or donating to his page https://t.co/KG5z4PNKdj #JACKSTRONG I recently met #TackleKidsCancer MVP Jack. Hes a great kid and fighting leukemia. To show their support his community took #ElisChallenge and organized a @Peloton ride Sun 12/20 @ 9:30AM. You can support Jack by riding or donating to his page https://t.co/KG5z4PNKdj"  
[X Link](https://x.com/ocshree/status/1339292664605286400)  2020-12-16T19:33Z [----] followers, [--] engagements


"Does anyone else see the irony in this picture below $PTON $PLNT"  
[X Link](https://x.com/ocshree/status/1339727692216770560)  2020-12-18T00:22Z [----] followers, [--] engagements


"Imagine being short $PTON since the $30s last December and then doubling down again in April. And now we hear @CitronResearch shorted the bike with an iPad again last week Santa saw this 👇and said you were a bad boy"  
[X Link](https://x.com/ocshree/status/1341087086846177280)  2020-12-21T18:24Z [----] followers, [--] engagements


"Right on sched got a $PTON upgrade from a slew of analysts playing catch-up incl GS Heath Terry $162 PT citing: - opening of ShinJi - lead and diversity of prod portfolio - acq of Precor (to impact later in 2021) Will the 🤡 that still has a $33 price target pls stand up @NashAbiMiami @LuoshengPeng @PatternProfits @TheMarkCooke @mukund @AndrewDrewKoven @onepeloton @psidart @garyblack00 @hhhypergrowth @EmilySeoane @CathieDWood Ill also note were due for the regular GS Heath Terry upgrade every [--] days or so. New thesis: - plant up and running - Beyonc and Shonda - backlog still strong - COVID"  
[X Link](https://x.com/ocshree/status/1341460463603732480)  2020-12-22T19:07Z [----] followers, [--] engagements


"Remember the $AMZN Prime Bike that launched in September and just as quickly was avowed The Echelon back again at @Walmart Same bike same pictures same low price but still no screen. The reviews are good when paired with an iPad and the $PTON app. Everyone wins"  
[X Link](https://x.com/ocshree/status/1345416532617093120)  2021-01-02T17:07Z [----] followers, [--] engagements


"$PTON just introduced a new class stacking feature. Allows user to plan and create a longer workout with multiple classes"  
[X Link](https://x.com/ocshree/status/1349748094502518785)  2021-01-14T15:59Z [----] followers, [--] engagements


"When @CitronResearch speaks I listen. Only two real concerns about $LMND @Lemonade_Inc [--]. They spend little on technology $15 million in last [--] years. Not exactly true. In [----] they spent $10M probably will $20M+ in [----] based on their S1 and 100+ growth in tech expenses"  
[X Link](https://x.com/ocshree/status/1350160544372649985)  2021-01-15T19:18Z [----] followers, [--] engagements


"The competition is coming . Yes the crack competition design team is busy PPPatenting the latest innovations in media holders and exercise bikes. $PTON $NLS Exhibit A: Nautilus Patents Dec [----] / Jul 2019"  
[X Link](https://x.com/ocshree/status/1350969121823973381)  2021-01-18T00:51Z [----] followers, [--] engagements


"My new favorite $PTON analyst from JPM Doug Anmuth is the first to raise to $200 PT. Must be an @alextoussaint25 fan"  
[X Link](https://x.com/ocshree/status/1357675110035980288)  2021-02-05T12:59Z [----] followers, [---] engagements


"Bought the dip. $PTON Couldnt resist"  
[X Link](https://x.com/ocshree/status/1358821848373284864)  2021-02-08T16:55Z [----] followers, [---] engagements


"With speculation about $PTON expanding into AUS thought Id share my mkt research from last yr. There are 180M gym members globally with $97B in revs (Statista). Top [--] markets are US(64M members) DE (11M) UK (10M) AUS is #3 Asian market with 4M members (AUS Bur of Stats)"  
[X Link](https://x.com/ocshree/status/1358881604270133249)  2021-02-08T20:53Z [----] followers, [--] engagements


"Fake news below. As of the last 13G filing Feb [----] Lynch had [---] million shares. He exercised 702K in options in [----]. Leaves him with at least [--] million shares plus any additional options issued in [----]. $PTON William Lynch President of PELOTON INTERACTIVE INC. - $PTON sold [------] shares to now own a total of [--] anomalous of their normal trading pattern. https://t.co/aED04XAkDy William Lynch President of PELOTON INTERACTIVE INC. - $PTON sold [------] shares to now own a total of [--] anomalous of their normal trading pattern. https://t.co/aED04XAkDy"  
[X Link](https://x.com/ocshree/status/1359629933488705537)  2021-02-10T22:26Z [----] followers, [--] engagements


"Renaissance Technologies started a significant position in $PTON per 13F filing on Feb [--] purchasing 3M shares ($456M). Puts them in the top [--] of institutional shareholders. Renaissance is run by James Simons one of the largest and best performing quant hedge funds"  
[X Link](https://x.com/ocshree/status/1360654078204805123)  2021-02-13T18:16Z [----] followers, [--] engagements


"Most obvious @onepeloton product placement on #TheBachelorABC $PTON group date coming. #popculture"  
[X Link](https://x.com/ocshree/status/1361555955549233153)  2021-02-16T06:00Z [----] followers, [--] engagements


"Trying to keep my eyes off the market so listened to the $NLS ER. My thoughts and comparisons to $PTON Revenue miss w/ $189M rev (growing much slower PTON 81% vs 128% for PTON) backlog of $91M / 48% (PTONs backlog 57%) GM of 41% / PTONs GM of 39% (about same)"  
[X Link](https://x.com/ocshree/status/1364252880132182022)  2021-02-23T16:36Z [----] followers, [--] engagements


"Looks to me like $PTON may finally be getting a handle on delivery delays. New ShinJi plant is running two shifts and $100M expedited shipping. First time Ive seen a [--] handle in almost a year"  
[X Link](https://x.com/ocshree/status/1364698329444089857)  2021-02-24T22:06Z [----] followers, [--] engagements


"$PTON New Article: More Evidence of Peloton Rower found in Peloton Digital app source code (from @PeloBuddy). https://t.co/NnFDojULhz New Article: More Evidence of Peloton Rower found in Peloton Digital app source code (from @PeloBuddy). https://t.co/NnFDojULhz"  
[X Link](https://x.com/ocshree/status/1367589033157697545)  2021-03-04T21:33Z [----] followers, [--] engagements


"A week and a half later delivery times continue to come down. The Bike+ can be delivered in as little as [--] weeks. $PTON Looks to me like $PTON may finally be getting a handle on delivery delays. New ShinJi plant is running two shifts and $100M expedited shipping. First time Ive seen a [--] handle in almost a year https://t.co/XCPw65TFEE Looks to me like $PTON may finally be getting a handle on delivery delays. New ShinJi plant is running two shifts and $100M expedited shipping. First time Ive seen a [--] handle in almost a year https://t.co/XCPw65TFEE"  
[X Link](https://x.com/ocshree/status/1368236060040294403)  2021-03-06T16:24Z [----] followers, [--] engagements


"Last week $PTON released an exclusive #MeganTheeStallion ride. It been ridden by over [------]. And last night she wins a Grammy. No coincidence it comes on the heels of the @Beyonce partnership. A bit explicit but I guess this is where were going. @fitxkendall #WAP"  
[X Link](https://x.com/ocshree/status/1371498858665152513)  2021-03-15T16:29Z [----] followers, [--] engagements


"Amidst all the bearish news $PTON keeps executing. They introduced three new yoga instructors today Kira Mariana (Spanish) and Nico (German). Mariana will be teaching their first Spanish language classes. Likely means other disciplines next. New classes start this weekend"  
[X Link](https://x.com/ocshree/status/1384969441792958464)  2021-04-21T20:37Z [----] followers, [--] engagements


"Guess Saturday 4PM deliveries still a thing $PTON #channelcheck"  
[X Link](https://x.com/ocshree/status/1388644305535848449)  2021-05-01T23:59Z [----] followers, [--] engagements


"Costco upping their game with Remy Martin Louis XIII #RemyMartin $COST"  
[X Link](https://x.com/ocshree/status/1642264152420028417)  2023-04-01T20:34Z [----] followers, [---] engagements


"$AMZN is deferring start dates for college graduate new hires by [--] months"  
[X Link](https://x.com/ocshree/status/1659388131169431552)  2023-05-19T02:38Z [----] followers, [----] engagements


"$COST in So Cal ⛽ still $4.90/gallon"  
[X Link](https://x.com/ocshree/status/1659408447547514880)  2023-05-19T03:59Z [----] followers, [---] engagements


"$NVDA doesnt care about your DCF or your P/S ratios. LOL"  
[X Link](https://x.com/ocshree/status/1659410127919910918)  2023-05-19T04:06Z [----] followers, [--] engagements


"I got a conference invitation today and all the graphics were created using MidJourney. Advertising and Digital Marketing are changing before your very eyes. #AI $NVDA @icreatelife"  
[X Link](https://x.com/ocshree/status/1659716558480896000)  2023-05-20T00:23Z [----] followers, [--] engagements


"The $NVDA Q and A gave me goosebumps. Jensen talked about replacing $1T of the entire worlds data centers capacity over the next [--] years. Replacing all the CPUs and dumb NICs globally. Let That Sink In"  
[X Link](https://x.com/ocshree/status/1661592015732367360)  2023-05-25T04:36Z [----] followers, [--] engagements


"@AFCBTC4LYFE @RetirementRight Who gets to $1000 first Remember we are in the early innings and $NVDA DGAF about your models or your short"  
[X Link](https://x.com/ocshree/status/1661607889276919809)  2023-05-25T05:39Z [----] followers, [--] engagements


"I listened to every $NVDA song i on Spotify. Hip hop always knows"  
[X Link](https://x.com/ocshree/status/1661734941871472643)  2023-05-25T14:04Z [----] followers, [---] engagements


"$VFC I wouldnt short it but guess they dont learn from others mistakes"  
[X Link](https://x.com/ocshree/status/1662067434009034752)  2023-05-26T12:05Z [----] followers, [--] engagements


"@KrisPatel99 Bought puts on $AI today. If they deliver puts go to zero but my $NVDA will prob go up some more. The level of speculation is nuts"  
[X Link](https://x.com/ocshree/status/1663726560233521152)  2023-05-31T01:58Z [----] followers, [--] engagements


"The guy that dumped his house and went all in at $100 is looking pretty smart now eh $TSLA"  
[X Link](https://x.com/ocshree/status/1667170030440656899)  2023-06-09T14:01Z [----] followers, [--] engagements


"The @CNBCFastMoney guys calling $NVDA the first trillion dollar meme stock. Predicting them to underperform expectations and ripple a big decline in the Nas. Hmm"  
[X Link](https://x.com/ocshree/status/1670968982118215680)  2023-06-20T01:38Z [----] followers, [---] engagements


"Always cocky $NVDA"  
[X Link](https://x.com/ocshree/status/1673773268980076545)  2023-06-27T19:20Z [----] followers, [--] engagements


"@SebastinPatron3 @MarketsPuke @unusual_whales Interesting comparison with JDSU. Similar nosebleed valuation but JDSU a was hemorrhaging losses at the same time. Unlike NVDA which is expected to triple EBITDA. Unless Jensen is lying its still a good investment. I was around during JDSU a [--] bit investor"  
[X Link](https://x.com/ocshree/status/1673903887294803971)  2023-06-28T03:59Z [----] followers, [---] engagements


"@SebastinPatron3 @MarketsPuke @unusual_whales I wish me luck cause I got a half mil invested in it"  
[X Link](https://x.com/ocshree/status/1673918685239721986)  2023-06-28T05:19Z [----] followers, [--] engagements


"@SebastinPatron3 @DivesTech Well $NVDA does have 95% of the GPU market for machine learning and AI applications so you arent far off. There is no competitor even remotely close. If you say Intel or AMD they are years behind in capability"  
[X Link](https://x.com/ocshree/status/1687451204832354304)  2023-08-04T13:25Z [----] followers, [--] engagements


"Thought it was a dumb innovation when it came out but this is amazing 🍎 SOS $AAPL saving lives"  
[X Link](https://x.com/ocshree/status/1689516293182177280)  2023-08-10T05:57Z [----] followers, [---] engagements


"@BigBullCap Nvidia is severely constrained but lets just use our unconstrained estimates. Love it"  
[X Link](https://x.com/ocshree/status/1691901449104670849)  2023-08-16T19:55Z [----] followers, [----] engagements


"@CollinRugg There is no whiff of Joe B being involved Er except for all the phone calls directly with Hunters business associates. Blind spot indeed"  
[X Link](https://x.com/ocshree/status/1692719113104171335)  2023-08-19T02:04Z [----] followers, 23.7K engagements


"$PTON reports earnings tomorrow with $NVDA. The @onepeloton corporate account has a quarter million followers and hasnt tweeted since June. They hired a new CMO in January who was the former CMO of Twitter. @leslieberland has yet to tweet Surely they can use the free advertising Whats the story Peloton @elonmusk h/t @BobTreemore #Mehexecution"  
[X Link](https://x.com/ocshree/status/1694092884419690576)  2023-08-22T21:03Z [----] followers, [----] engagements


"@mukund So its a 2X in valuation to $64B after [--] years. Not a crazy return is it"  
[X Link](https://x.com/ocshree/status/1694140623060963754)  2023-08-23T00:12Z [----] followers, [--] engagements


"@StockMarketNerd I saw $CRWD is doing Identity Management. Is that similar to what $OKTA does or a completely different category"  
[X Link](https://x.com/ocshree/status/1697094129468248263)  2023-08-31T03:49Z [----] followers, [---] engagements


"So let me get this straight. Blackstone provides $2.3B in financing to Coreweave and Blackrock is the 2nd largest institutional investor in $NVDA but because their names both start with BLACK its a conspiracy. Sounds more like racism to me 🤡"  
[X Link](https://x.com/ocshree/status/1699977126475444651)  2023-09-08T02:45Z [----] followers, [---] engagements


"@bourbonbuddy1 Shes at the heart of the Coreweave scandal. People shorting Nvidia because they dont know the difference between Blackrock and Blackstone. Amazing"  
[X Link](https://x.com/ocshree/status/1699982433758904622)  2023-09-08T03:06Z [----] followers, [--] engagements


"What would you do if you had $200 million in stock options expiring in a week. $NVDA"  
[X Link](https://x.com/ocshree/status/1700020952141291673)  2023-09-08T05:39Z [----] followers, [---] engagements


"@TikTokInvestors My alma mater Accenture. It kind of was like that except longer hours"  
[X Link](https://x.com/ocshree/status/1701034827242410168)  2023-09-11T00:48Z [----] followers, [--] engagements


"@TeslaBoomerMama How did Tesla get [-----] Nvidia H100 chips before everyone else"  
[X Link](https://x.com/ocshree/status/1701212619812778045)  2023-09-11T12:34Z [----] followers, [---] engagements


"Starbucks still subliminally displaying the pride flag on their mobile app during launch despite dropping pride decorations in all their stores. $SBUX @Starbucks"  
[X Link](https://x.com/ocshree/status/1703995041231097868)  2023-09-19T04:50Z [----] followers, [---] engagements


"The Zuck is building a [----] H100 GPU cluster for science research. $NVDA These guys are miles ahead in their understanding of the true capabilities of AI and in particular the Nvidia chips. $META"  
[X Link](https://x.com/ocshree/status/1704400700871225598)  2023-09-20T07:42Z [----] followers, [---] engagements


"@jimcramer Why would one buy if youre anxious about your job. Nope High income consumers are buying it as a novelty. The genius of $COST"  
[X Link](https://x.com/ocshree/status/1706823816297779290)  2023-09-27T00:11Z [----] followers, [----] engagements


"This is why FSD is not even close to ready. Crossing a double white carpool lane line. $TSLA"  
[X Link](https://x.com/ocshree/status/1707209143046877583)  2023-09-28T01:42Z [----] followers, [----] engagements


"Not a peep from the $NVDA shit talkers today"  
[X Link](https://x.com/ocshree/status/1710393149724799277)  2023-10-06T20:34Z [----] followers, [---] engagements


"The new Blancpain X Swatch collab watches were delivered to stores in a Pelican [----] case. Pretty cool"  
[X Link](https://x.com/ocshree/status/1710461648354554135)  2023-10-07T01:06Z [----] followers, [---] engagements


"The @Clorox company is suffering a major ransomware attack where the bad actor Scattered Spider used social engineering to reset passwords. This has led to a $100M losses and counting cyber breach. They will spend dearly on forensics fines and lawsuits with a long recovery ahead. #Ransomware"  
[X Link](https://x.com/ocshree/status/1710714481993720183)  2023-10-07T17:51Z [----] followers, [----] engagements


"@Pedro_Capital He is right. The market didnt go down on two bad news days. Even PTON is up today. Must be a bottom"  
[X Link](https://x.com/ocshree/status/1711540963821449221)  2023-10-10T00:35Z [----] followers, [---] engagements


"@JonahLupton There are dozens of these look alike brands on $AMZN. Always a problem not sure Temu is any different"  
[X Link](https://x.com/ocshree/status/1712199498276147655)  2023-10-11T20:12Z [----] followers, [---] engagements


"Fat food company stocks are getting hit after a Barclays analyst recommended buying credit protection on their debt. Amazed to learn [--] mill prescriptions of Ozempic and Wegovy and expected to triple in next couple of years $CAG $MCD $PEP"  
[X Link](https://x.com/ocshree/status/1712281562128249258)  2023-10-12T01:38Z [----] followers, [---] engagements


"So when $ABNB was added to the S&P (announced 9/5 added 9/18) it went up for [--] days straight and then gave up all of its gains. Will $LULU do the same Must trim if it goes up that much"  
[X Link](https://x.com/ocshree/status/1714100532904673406)  2023-10-17T02:06Z [----] followers, [---] engagements


"@MartyChargin Whats to prevent China from using one of the SAAS product offerings from AWS Azure or any of the others using Nvidia AI chips"  
[X Link](https://x.com/ocshree/status/1714435709874942423)  2023-10-18T00:18Z [----] followers, [---] engagements


"@jbulltard1 It used to hold its own pretty well when it was in the $3000+ range. The shit options traders really whip it around now"  
[X Link](https://x.com/ocshree/status/1715183715742072977)  2023-10-20T01:50Z [----] followers, [--] engagements


"@jbulltard1 Dude $TSLA has outperformed $AMZN in every single period so what does that make AMZN"  
[X Link](https://x.com/ocshree/status/1715436526815830347)  2023-10-20T18:35Z [----] followers, [---] engagements


"Reminder that $MSFT is general releasing CoPilot a $30/month AI add on for enterprise customers Nov [--]. This is close to the price we already pay for a O365 license (E3) effectively doubling their Office revenue. Enterprises (including mine) are still deciding how deep in the organization to deploy the AI but certain its likely to see broad adoption. This is ChatGPT on steroids embedded in your email word ppt and excel tools. Pretty easy to justify with even a little extra productivity. This is gonna be big. MSFT reports Tuesday after close"  
[X Link](https://x.com/ocshree/status/1716786285841727612)  2023-10-24T11:58Z [----] followers, [---] engagements


"@jbulltard1 AWS is not so important to me We might also see some surprise AWS growth with them offering Llama2 much like what $MSFT is seeing"  
[X Link](https://x.com/ocshree/status/1717020506686394712)  2023-10-25T03:29Z [----] followers, [---] engagements


"@mukund Full employment driving the consumer spend increased productivity driving bigger government spending and corporate cap ex. Big flywheel"  
[X Link](https://x.com/ocshree/status/1717766637640949864)  2023-10-27T04:54Z [----] followers, [---] engagements


"$PTON is dead. Only 8K people doing the [---] minute bike ride that goes nowhere"  
[X Link](https://x.com/ocshree/status/1718098133589323887)  2023-10-28T02:51Z [----] followers, [----] engagements


"I Fing did it. Feeling accomplished after a [---] minute ride. But damn @MattWilpers you got do some West coast time zone friendly rides so we can do a Live ride too. @onepeloton $PTON $PTON is dead. Only 8K people doing the [---] minute bike ride that goes nowhere. https://t.co/6kC64N3dqN $PTON is dead. Only 8K people doing the [---] minute bike ride that goes nowhere. https://t.co/6kC64N3dqN"  
[X Link](https://x.com/ocshree/status/1718345223107960989)  2023-10-28T19:13Z [----] followers, [----] engagements


"@Dynamicbrands @amazon Why is Morgan Stanley feigning over them The Amazon killer"  
[X Link](https://x.com/ocshree/status/1718394740746616994)  2023-10-28T22:30Z [----] followers, [--] engagements


"@saxena_puru What happened to the security stocks today They did not participate. $ZS $CRWD"  
[X Link](https://x.com/ocshree/status/1719912433593291056)  2023-11-02T03:00Z [----] followers, [----] engagements


"@GordonJohnson19 Objectively what is his fund performance vs. benchmark or your recos"  
[X Link](https://x.com/ocshree/status/1720164758903791765)  2023-11-02T19:43Z [----] followers, [--] engagements


"@FromValue Does this differentiate their service from the next guy (eg. $AMZN or $FSLY) Can they charge extra for it If not who TF cares"  
[X Link](https://x.com/ocshree/status/1720217848843469119)  2023-11-02T23:14Z [----] followers, [----] engagements


"This is whats referred to as a Honeypot in Cybersecurity. I cant wait to see what the Honeynet looks like. $CRWD"  
[X Link](https://x.com/ocshree/status/1720277028161904843)  2023-11-03T03:09Z [----] followers, [---] engagements


"@Crussian17 Time to change your oil covered glasses and get some new rose covered ones. Rates are coming down we have two wars worth of deficit fueled spending and jobs are plentiful. Its the go go 60s again buddy"  
[X Link](https://x.com/ocshree/status/1720431314007216293)  2023-11-03T13:22Z [----] followers, [---] engagements


"@MartyChargin Not to mention that $CRWD is a software product and $FTNT sells hardware firewalls. Small similarity in they both provide security products but boy are they different. 😂"  
[X Link](https://x.com/ocshree/status/1720505395637318154)  2023-11-03T18:17Z [----] followers, [---] engagements


"Well this didnt age well All the fake Coreweave and Animal Farm BS turned out to be exactly that. BTIG who Moo $NVDA Who"  
[X Link](https://x.com/ocshree/status/1720579236170432841)  2023-11-03T23:10Z [----] followers, [----] engagements


"@linakhanFTC Going after Amazon and Microsoft again I guess"  
[X Link](https://x.com/ocshree/status/1720632328664609257)  2023-11-04T02:41Z [----] followers, [---] engagements


"Someone got wrecked on shorting $NVDA"  
[X Link](https://x.com/ocshree/status/1720644300957237512)  2023-11-04T03:29Z [----] followers, [---] engagements


"@ParisKeith @Starlink @elonmusk Build your own. Put it in a Pelican"  
[X Link](https://x.com/ocshree/status/1720926589675057465)  2023-11-04T22:10Z [----] followers, [--] engagements


"@TikTokInvestors The translator doesnt know what a portco is. Aka Portfolio Company. Fire the man"  
[X Link](https://x.com/ocshree/status/1721299848648130747)  2023-11-05T22:53Z [----] followers, [----] engagements


"Neighbor just bought one of these. Had a Tesla but didnt care for the interior. He goes thru cars like theyre potato chips. @LucidMotors $LCID $TSLA"  
[X Link](https://x.com/ocshree/status/1722015604322820186)  2023-11-07T22:18Z [----] followers, [----] engagements


"If this episode of @AcquiredFM doesnt make you proud of American Military superiority dont know what will. Great peek into $LMT skunk works SR71 Stealth fighters and engineering achievements. Happy Veterans Day"  
[X Link](https://x.com/ocshree/status/1723156195652067829)  2023-11-11T01:50Z [----] followers, [---] engagements


"@AdamSinger Job introductions thru LinkedIn are still the best. It remains the only good source for seeking talent and to be found"  
[X Link](https://x.com/ocshree/status/1723790644898918676)  2023-11-12T19:51Z [----] followers, [---] engagements


"@garyblack00 Your assumption they cut prices to increase EV adoption is incorrect. They had to cut prices to counter interest rates a slowing economy and weak consumer spending. You missed a fundamental shift as an Analyst"  
[X Link](https://x.com/ocshree/status/1723830530997916048)  2023-11-12T22:30Z [----] followers, 22K engagements


"@BigBullCap $NVDA dont care"  
[X Link](https://x.com/ocshree/status/1726712674380366035)  2023-11-20T21:22Z [----] followers, [---] engagements


"@WholeMarsBlog Looks like a tax evasion scheme"  
[X Link](https://x.com/ocshree/status/1726814769058124129)  2023-11-21T04:08Z [----] followers, [--] engagements


"Hey Stewie this Black Friday discount is only for their stock picking and screening service doesnt seem seem to apply to Marketsmith which only has a discount first month and then regular pricing. Tool looks great very pricey for us individual investors. Would like to try but $1500 for annual. 😓"  
[X Link](https://x.com/ocshree/status/1727068643182420355)  2023-11-21T20:57Z [----] followers, [--] engagements


"@CuiBonoCapital It was a great [--] years at @Accenture Fast track a career and skip much of the corporate ladder. I highly recommend to new grads. Got to be willing to travel and work hard AF. Great network to this day"  
[X Link](https://x.com/ocshree/status/1727504681147187282)  2023-11-23T01:49Z [----] followers, [---] engagements


"@MomAngtrades Yeah @mybirdbuddy was one of the ads I was served constantly on X non-stop. First is a couple weeks ago I screen shot so I could go back to it and get as a gift for the wife. Thought Id check yesterday and guess what exact same Black Friday Scam price"  
[X Link](https://x.com/ocshree/status/1728451008148512794)  2023-11-25T16:30Z [----] followers, [---] engagements


"@unusual_whales Funny how he doesnt mention any of his homes in the last decade. Maybe he forgot. lol"  
[X Link](https://x.com/ocshree/status/1728527073340428711)  2023-11-25T21:32Z [----] followers, [----] engagements


"@JeffMacke Seems everywhere. So disappointing"  
[X Link](https://x.com/ocshree/status/1728584786242113583)  2023-11-26T01:21Z [----] followers, [---] engagements


"@TeslaBoomerMama Sunset (on a trail by my house)/ Sunset+Ocean (Cancun)"  
[X Link](https://x.com/ocshree/status/1728650414642676129)  2023-11-26T05:42Z [----] followers, [---] engagements


"@jbulltard1 Upper middle would be $COST and $LULU and theyre doing just fine"  
[X Link](https://x.com/ocshree/status/1728817743779266967)  2023-11-26T16:47Z [----] followers, [---] engagements


"@jbulltard1 Lmao"  
[X Link](https://x.com/ocshree/status/1728843654599766059)  2023-11-26T18:30Z [----] followers, [--] engagements


"@mdkail @united Economy Plus seats have more legroom"  
[X Link](https://x.com/ocshree/status/1728942335609000182)  2023-11-27T01:02Z [----] followers, [---] engagements


"@mdkail @united BTW its free if you have status with UA"  
[X Link](https://x.com/ocshree/status/1728942772110209177)  2023-11-27T01:04Z [----] followers, [--] engagements


"If only you had listened to me $CRWD and $ZS are doubles $MSFT up about 80% $OKTA up nicely while $ZM and $BOX are both down significantly. The cost focus still there"  
[X Link](https://x.com/ocshree/status/1729750525699055763)  2023-11-29T06:33Z [----] followers, [----] engagements


"The real fans getting the $AMZN logo. Pretty wild"  
[X Link](https://x.com/ocshree/status/1729758332951400565)  2023-11-29T07:04Z [----] followers, [---] engagements


"@WholeMarsBlog Those same advertisers spending on Insta Facebook and other social media platforms which are equally guilty of displaying ads in compromised locations. Just all hypocritical"  
[X Link](https://x.com/ocshree/status/1730131134426632257)  2023-11-30T07:46Z [----] followers, [---] engagements


"@MatthewDR @Tesla @cybertruck @Porsche Im going to trade in my Porsche and get a Beast. I cant wait to track it. Amazing"  
[X Link](https://x.com/ocshree/status/1730778104715718840)  2023-12-02T02:37Z [----] followers, [----] engagements


"@BillAckman @Harvard Why doesnt Harvard suspend these kids causing the disruption or even expel the more serious cases Why do they support this behavior in the name of free speech"  
[X Link](https://x.com/ocshree/status/1731440667253977396)  2023-12-03T22:29Z [----] followers, [----] engagements


"$VZ @Verizon Good luck"  
[X Link](https://x.com/ocshree/status/1732478582587617616)  2023-12-06T19:14Z [----] followers, [---] engagements


"The irony. @NikkiHaley calling for a ban on TikTok and TikTok airing commercials during the debate. #Merica"  
[X Link](https://x.com/ocshree/status/1732594967426863432)  2023-12-07T02:56Z [----] followers, [---] engagements


"@jbulltard1 Porsche has had it since at least [----]. Its standard on the Turbo"  
[X Link](https://x.com/ocshree/status/1732937581501747615)  2023-12-08T01:38Z [----] followers, [---] engagements


"@StealthQE4 Makes you think twice but then Dans also been bearish on Nvidia for the last [---] points"  
[X Link](https://x.com/ocshree/status/1732962814674047327)  2023-12-08T03:18Z [----] followers, [---] engagements


"@DanielTNiles Werent you also shorting $AAPL"  
[X Link](https://x.com/ocshree/status/1733228672616980564)  2023-12-08T20:54Z [----] followers, [----] engagements


"@DarioCpx Its just math dude. Nvidia is the 4th largest customer of TSMC behind AMD Qualcomm and Apple. Pretty easy to think the others might not be growing as fast as Nvidia. It passed Broadcom in the latest Q"  
[X Link](https://x.com/ocshree/status/1733395414068650461)  2023-12-09T07:57Z [----] followers, [--] engagements


"Grok is pretty cool for research. Check out what it found on significant Ransomware attacks this year and the details on Yum Brands. Pretty spicy $YUM $CRWD"  
[X Link](https://x.com/ocshree/status/1733400579953819658)  2023-12-09T08:17Z [----] followers, [---] engagements


"@StealthQE4 North: Reykjavik South: Melbourne West: Lisbon East: Hong Kong"  
[X Link](https://x.com/ocshree/status/1733404076933816601)  2023-12-09T08:31Z [----] followers, [--] engagements


"@garyblack00 Grok agrees with you on the advertising front. Pretty generic but on point"  
[X Link](https://x.com/ocshree/status/1734670269732807094)  2023-12-12T20:23Z [----] followers, [---] engagements


"@jbulltard1 $AMZN barely hanging on to its [--] and [--] by a thread no Looks like all the Mag7 getting rotated out"  
[X Link](https://x.com/ocshree/status/1735399334307623390)  2023-12-14T20:40Z [----] followers, [---] engagements


"@JonahLupton Would be a great fit for $MSFT"  
[X Link](https://x.com/ocshree/status/1735740891380453510)  2023-12-15T19:17Z [----] followers, [---] engagements


"@carlquintanilla Surprised to see $LULU. Their Days Outstanding Inventory is up to [---] days which is well above their historicals but all their liquidity and margin ratios look reasonable. Anyone know why this would get flagged"  
[X Link](https://x.com/ocshree/status/1735763315580903692)  2023-12-15T20:46Z [----] followers, [---] engagements


"Happy Friday @Widow_Jane"  
[X Link](https://x.com/ocshree/status/1735850002990391665)  2023-12-16T02:31Z [----] followers, [---] engagements


"@saxena_puru @ycharts Per @GoldmanSachs there is no correlation between M2 and GDP growth. This relationship broke down decades ago"  
[X Link](https://x.com/ocshree/status/1735860157605912759)  2023-12-16T03:11Z [----] followers, [---] engagements


"@saxena_puru He didnt sell any $AAPL which would be a proper target if he was concerned about the economy. Instead he sold some dogs like $GM and $HPQ so it seems pretty smart"  
[X Link](https://x.com/anyuser/status/1736268621310251066)  2023-12-17T06:14Z [--] followers, [---] engagements


"Why is @Google Bard so anti-gun to where it won't even write a product description for gun case foam. @OpenAI ChatGPT has no issue. @GLOCKInc #America"  
[X Link](https://x.com/ocshree/status/1737283128132296731)  2023-12-20T01:25Z [----] followers, [---] engagements


"Its raining here in LA and Im amazed that my Tesla recognizes it and has a special drive mode just for the wet roads. Er wait thats Porsche. I guess too much for a technology company. $TSLA"  
[X Link](https://x.com/ocshree/status/1737317497895014445)  2023-12-20T03:42Z [----] followers, [---] engagements


"@ronjonbSaaS If a $DDOG customer is growing revenues/users likely the content being observed will also continue to grow probably non-linear growth"  
[X Link](https://x.com/anyuser/status/1738408698807206086)  2023-12-23T03:58Z [--] followers, [----] engagements


"@ronjonbSaaS Of course but your conclusion on growth opportunity is incorrect. Both will grow as the customers business grows. Optimization only goes so far"  
[X Link](https://x.com/ocshree/status/1738413747285467299)  2023-12-23T04:18Z [----] followers, [---] engagements


"@jbulltard1 Whats your definition of seriously compete maam"  
[X Link](https://x.com/anyuser/status/1740212875615207745)  2023-12-28T03:27Z [--] followers, [---] engagements


"@jbulltard1 @CNBC should post each analysts fund performance along with any conflict they have. Would be quite interesting"  
[X Link](https://x.com/ocshree/status/1740222481821282714)  2023-12-28T04:05Z [----] followers, [--] engagements


"@jbulltard1 @elonmusk @niccruzpatane @WholeMarsBlog Im waiting"  
[X Link](https://x.com/anyuser/status/1741083074513993899)  2023-12-30T13:05Z [--] followers, [--] engagements


"Last day in Punta de Mita. Beach was closed in the morning for some crazy waves with a Black flag. We were treated with a pair of humpback whales playing close to the coast. They put on a show for [--] 1/2 hours. @ConradHotels"  
[X Link](https://x.com/ocshree/status/1741233569194823756)  2023-12-30T23:03Z [----] followers, [---] engagements


"@sparkle6193920 #RollTide"  
[X Link](https://x.com/ocshree/status/1741916726143672538)  2024-01-01T20:18Z [----] followers, [--] engagements


"A Porsche Taycan Just Demolished a Tesla Model S Lap Record at the Nrburgring via @RobbReport This should silence the $TSLA peeps for a bit"  
[X Link](https://x.com/anyuser/status/1742417913989267796)  2024-01-03T05:29Z [--] followers, [---] engagements


"@jbulltard1 Must be the news on Plaid getting shellacked by a Porsche"  
[X Link](https://x.com/anyuser/status/1742566241708196295)  2024-01-03T15:19Z [--] followers, [--] engagements


"@pitdesi Polanco (a suburb of Mexico City) is like living in Beverly Hills"  
[X Link](https://x.com/ocshree/status/1742641572561461264)  2024-01-03T20:18Z [----] followers, [----] engagements


"@WhiteHouse Southern California today in Torrance. Not even close"  
[X Link](https://x.com/anyuser/status/1742707130426446133)  2024-01-04T00:38Z [--] followers, [---] engagements


"@RyanDetrick @CarsonResearch Commodities International E&M and Fixed Income look like bottom quartile most years"  
[X Link](https://x.com/ocshree/status/1742914102648066417)  2024-01-04T14:21Z [----] followers, [---] engagements


"@VivekGRamaswamy I made it even better: We're facing the chaotic circus of arson a wild bonfire that's crashing the mental health party. Time to send this fiery troublemaker to the therapy tent"  
[X Link](https://x.com/ocshree/status/1743263339109904498)  2024-01-05T13:29Z [----] followers, [--] engagements


"Some dude just picked up this sweet ride at @Ferrari_NB Its an SF90 Stradale. Its a hybrid EV even with three electric motors and 986HP. Heavily optioned with custom paint in Azzuro La Plata and lots of carbon fiber bits. MSRP has a [--] handle"  
[X Link](https://x.com/ocshree/status/1743734867324707218)  2024-01-06T20:42Z [----] followers, [---] engagements


"@jbulltard1 @Ferrari_NB They have this one SF90 Stradale that might be coming available . Had full buckets. Very hard core"  
[X Link](https://x.com/ocshree/status/1743752442624516219)  2024-01-06T21:52Z [----] followers, [--] engagements


"@jbulltard1 @Ferrari_NB Us normal guys 🤣"  
[X Link](https://x.com/ocshree/status/1743762186068222195)  2024-01-06T22:31Z [----] followers, [--] engagements


"This hurts just looking at it. #porsche #panamera"  
[X Link](https://x.com/ocshree/status/1744533264482939106)  2024-01-09T01:35Z [----] followers, [---] engagements


"@mcuban @TheRabbitHole84 Amazing you try to spin the data. Using your data number of physicians disciplined/number of physicians total. White= 1.04% Asian= 0.75% Latino= 1.90% Black= 1.52% Other= 1.02% Take stats Id be seeking Asian or White doctors"  
[X Link](https://x.com/anyuser/status/1744544659568013773)  2024-01-09T02:20Z [--] followers, 19.4K engagements


"This looks new. $COST testing self checkout lines in SoCal. There are [--] registers at the far end of the store"  
[X Link](https://x.com/ocshree/status/1745264732704211359)  2024-01-11T02:01Z [----] followers, [----] engagements


"@allstarcharts So $NVDA likely to go up starting in April"  
[X Link](https://x.com/anyuser/status/1745275734804103214)  2024-01-11T02:45Z [--] followers, [---] engagements


"@SawyerMerritt Thats some insane depreciation for those of us that bought in [----]. Worse than most any other car. Thanks Elon😣"  
[X Link](https://x.com/ocshree/status/1745913555868864542)  2024-01-12T21:00Z [----] followers, 13.7K engagements


"@mukund @YouTube Im so tempted to upgrade to Premium. These ads have gotten so much longer and you cant just skip over them any more. Time is money"  
[X Link](https://x.com/ocshree/status/1746748341059469363)  2024-01-15T04:17Z [----] followers, [---] engagements


"The first thing that comes to mind when I see this Yup thats $100K of depreciated value right there. $TSLA"  
[X Link](https://x.com/ocshree/status/1747038645977268504)  2024-01-15T23:30Z [----] followers, [----] engagements


"@snitkovskiy Ive had a Tesla since [----] so you dont need to educate me on it"  
[X Link](https://x.com/ocshree/status/1747127536990253092)  2024-01-16T05:23Z [----] followers, [--] engagements


"Shorts getting wrecked over the $AAPL upgrade from BofA. Great timing. Love to see it. 🍎 . Wamsi has historically had an excellent feel for this stock and his timing of upgrades/downgrades has been among best I've seen in any stock. Heres my sloppy annotated chart showing the points at which he UPGRADED and DOWNGRADED . - B of A desk on $AAPL upgrade https://t.co/BE4FNJDkWv . Wamsi has historically had an excellent feel for this stock and his timing of upgrades/downgrades has been among best I've seen in any stock. Heres my sloppy annotated chart showing the points at which he UPGRADED and"  
[X Link](https://x.com/ocshree/status/1748116023335883221)  2024-01-18T22:51Z [----] followers, [---] engagements


"@TeslaBoomerPapa One of the few times Ross actually makes sense. Elon controls the board and all his cronies will vote his way. Dont need to give him more shares to do his job"  
[X Link](https://x.com/ocshree/status/1749226398454370738)  2024-01-22T00:24Z [----] followers, [--] engagements


"Even Grok says that Elon exaggerates delivery dates and his tweets dont match engineering reality. Oh my $TSLA"  
[X Link](https://x.com/ocshree/status/1750372686910681314)  2024-01-25T04:19Z [----] followers, [---] engagements


"@SawyerMerritt Sure looks like Overpromise and Under Deliver"  
[X Link](https://x.com/ocshree/status/1750555517846753403)  2024-01-25T16:25Z [----] followers, 13.1K engagements


"@The_AI_Investor Yes On the Q&A earnings call last May Jensen spoke of replacing the worlds data center CPUs with GPUs. All $1T of them"  
[X Link](https://x.com/ocshree/status/1752179940613869840)  2024-01-30T04:00Z [----] followers, [---] engagements


"Saw this brand new Rolls Royce Spectre up in LA. Theres one on BAT that looks just like it. Its their first fully electric vehicle. Just a half milli. $TSLA"  
[X Link](https://x.com/ocshree/status/1753267974759408044)  2024-02-02T04:03Z [----] followers, [---] engagements


"@jbulltard1 @JeffBezos Nvidia pay a whopping $0.04/ share"  
[X Link](https://x.com/ocshree/status/1753553891634098212)  2024-02-02T23:00Z [----] followers, [---] engagements


"@The_AI_Investor The line about $1 Trillion. Jensen said it on the earnings call in May. Follow me for other great investing tips The $NVDA Q and A gave me goosebumps. Jensen talked about replacing $1T of the entire worlds data centers capacity over the next [--] years. Replacing all the CPUs and dumb NICs globally. Let That Sink In The $NVDA Q and A gave me goosebumps. Jensen talked about replacing $1T of the entire worlds data centers capacity over the next [--] years. Replacing all the CPUs and dumb NICs globally. Let That Sink In"  
[X Link](https://x.com/ocshree/status/1753902841247441174)  2024-02-03T22:06Z [----] followers, [----] engagements


"I expect Vision Pro will have some limited use cases (like assisted medical procedures or engineering) but walking around the NYC with a $4k piece of technology on your head blocking your vision looks dangerous to me. Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR"  
[X Link](https://x.com/ocshree/status/1754020514203590740)  2024-02-04T05:54Z [----] followers, [---] engagements


"@elonmusk How about focus on $TSLA instead of this nonsense cause you already found out #FAFO"  
[X Link](https://x.com/ocshree/status/1754164331007393794)  2024-02-04T15:25Z [----] followers, [---] engagements


"@Mike_M_Klotz I got to ride in the red one at the Grand Prix with a professional at the wheel"  
[X Link](https://x.com/ocshree/status/1754195533609177413)  2024-02-04T17:29Z [----] followers, [----] engagements


"This looks like another $NVDA Panic raise from $GS Hold on to your shares and dont let the scare mongers take em. $NVDA: Goldman Sachs Raises price target to $800 from $625 "We increase our FY2025/26 non-GAAP EPS (excl. SBC) estimates on average by 22% as we reflect recent industry data points indicative of robust AI server demand and improving GPU supply. We no longer assume a drop off $NVDA: Goldman Sachs Raises price target to $800 from $625 "We increase our FY2025/26 non-GAAP EPS (excl. SBC) estimates on average by 22% as we reflect recent industry data points indicative of robust AI"  
[X Link](https://x.com/ocshree/status/1754490083917652312)  2024-02-05T13:00Z [----] followers, [---] engagements


"@tradingchik @MomAngtrades Why torture yourself trying to catch a knife when there are so many stocks in a solid up trend"  
[X Link](https://x.com/ocshree/status/1755323178489176520)  2024-02-07T20:10Z [----] followers, [---] engagements


"@jbulltard1 Thats a them problem. If one charges at home there is a big savings (esp. in California). Also a significant convenience"  
[X Link](https://x.com/ocshree/status/1755437910369997119)  2024-02-08T03:46Z [----] followers, [---] engagements


"@elerianm @markets Deflation coupled with Reshoring of manufacturing from China back to North America will drive this death spiral for China. At some point we will equilibrate but a long ways to go"  
[X Link](https://x.com/ocshree/status/1755458590746566916)  2024-02-08T05:08Z [----] followers, [---] engagements

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