# ![@pastperformerAU Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1917752534393106432.png) @pastperformerAU pastperformer

pastperformer posts on X about ai, $sezl, $app, $wtc the most. They currently have [--] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1917752534393106432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1917752534393106432/c:line/m:interactions.svg)

- [--] Week [------] +418%
- [--] Month [------] +417%
- [--] Months [------] +324%

### Mentions: [--] [#](/creator/twitter::1917752534393106432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1917752534393106432/c:line/m:posts_active.svg)

- [--] Months [---] +506%

### Followers: [--] [#](/creator/twitter::1917752534393106432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1917752534393106432/c:line/m:followers.svg)

- [--] Week [--] +13%
- [--] Month [--] +22%
- [--] Months [--] +147%

### CreatorRank: [---------] [#](/creator/twitter::1917752534393106432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1917752534393106432/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[ai](/topic/ai), [$sezl](/topic/$sezl), [$app](/topic/$app), [$wtc](/topic/$wtc) #7, [$afrm](/topic/$afrm), [$cart](/topic/$cart) #22, [money](/topic/money), [$min](/topic/$min), [debt](/topic/debt), [$zip](/topic/$zip)

**Top accounts mentioned or mentioned by**
[@mondyinvest](/creator/undefined) [@ryutay](/creator/undefined) [@investingluc](/creator/undefined) [@tboneal](/creator/undefined) [@88888saccount](/creator/undefined) [@filapek](/creator/undefined) [@michaelfrazis](/creator/undefined) [@desertdweller93](/creator/undefined) [@analysethat](/creator/undefined) [@nietschecapital](/creator/undefined) [@loungeriffs](/creator/undefined) [@noicewon11](/creator/undefined) [@richardyellow](/creator/undefined) [@patrickadownes](/creator/undefined) [@jasperkrijn](/creator/undefined) [@nicklagarrigue](/creator/undefined) [@blackswan2023](/creator/undefined) [@alchemyoffinan1](/creator/undefined) [@liquidityfantom](/creator/undefined) [@onslowshipping](/creator/undefined)

**Top assets mentioned**
[Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [AppLovin Corporation (APP)](/topic/$app) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Maplebear Inc. (CART)](/topic/$cart) [Minswap (MIN)](/topic/$min) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [Block, Inc. (XYZ)](/topic/$xyz) [uniQure N.V. (QURE)](/topic/$qure) [Now Coin (NOW)](/topic/$now) [Advanced Micro Devices (AMD)](/topic/$amd) [Strategy (MSTR)](/topic/$mstr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Stacks (STX)](/topic/$stx) [Sandisk Corporation (SNDK)](/topic/$sndk) [Micron Technology, Inc. (MU)](/topic/$mu) [Intuit Inc. (INTU)](/topic/$intu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cloudflare, Inc. (NET)](/topic/$net) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Sigma Lithium Corporation Common Shares (SGML)](/topic/$sgml) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Eli Lilly and Company (LLY)](/topic/$lly) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Karura (KAR)](/topic/$kar) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [ResMed Inc. (RMD)](/topic/$rmd) [Elevance Health Inc (ELV)](/topic/$elv) [Shopify Inc (SHOP)](/topic/$shop) [Klarna Group plc (KLAR)](/topic/$klar) [BTC Digital Ltd (BTCT)](/topic/btc-digital) [SAP SE (SAP)](/topic/$sap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@mondyinvest @Noicewon11 $CRN Although I have far less conviction than my MIN purchases"  
[X Link](https://x.com/pastperformerAU/status/1922092453944758758)  2025-05-13T00:52Z [--] followers, [----] engagements


"@richard_yellow @patrickadownes Awesome mate but saying "now is the time" when PDN is $7.7 which is half the valuation of $14 when you sold is an entirely different equation. Is it not"  
[X Link](https://x.com/pastperformerAU/status/1937773668643537058)  2025-06-25T07:23Z [--] followers, [--] engagements


"$DMP on track to meet consensus after multiple brokers downgraded their expectations heading in to result. Update from Jack says on track Already down 50% heading in to result. This sell off is wayyyyy over done. Pizza for me please"  
[X Link](https://x.com/pastperformerAU/status/1940242446476333254)  2025-07-02T02:53Z [--] followers, [---] engagements


"$LTR Now that's a stinker. $120m capx in FY [--] and still losing money. Guiding to higher costs for FY26. $155mil cash balance"  
[X Link](https://x.com/pastperformerAU/status/1949983704157167740)  2025-07-29T00:01Z [--] followers, [---] engagements


"$MIN mineral resources quarterly looks like it has a few things to explain away. Call will be interesting. Cashflow remains underwhelming looks like a possible downgrade to Onslow"  
[X Link](https://x.com/pastperformerAU/status/1950329151023669496)  2025-07-29T22:54Z [--] followers, [---] engagements


"@mondyinvest 2) I believe it was Rajiv from GQG who said - when we go back and look at investments we lose more on low PE stocks than High PE stocks. The lesson for TLX I think is different valuation is rich and asset risk very high. Your point is a good one but AFR arguement is weak imo"  
[X Link](https://x.com/pastperformerAU/status/1950406243757281582)  2025-07-30T04:00Z [--] followers, [---] engagements


"@ryu_tay Not that kind of volume. This is get the hell out while you still kind of action"  
[X Link](https://x.com/pastperformerAU/status/1952524851165696359)  2025-08-05T00:19Z [--] followers, [---] engagements


"@ryu_tay My numbers say circa 40% EBITDA Downgrade thats why"  
[X Link](https://x.com/pastperformerAU/status/1952530945552351258)  2025-08-05T00:43Z [--] followers, [--] engagements


"@ryu_tay Thats the [----] street estimate"  
[X Link](https://x.com/pastperformerAU/status/1952533161788977422)  2025-08-05T00:52Z [--] followers, [--] engagements


"$AMD this slide says it all. Couldnt ask for a better environment Declining sales QOQ (3 qtrs straight) declining margins. Nvidia's game"  
[X Link](https://x.com/pastperformerAU/status/1952944170810917000)  2025-08-06T04:05Z [--] followers, [---] engagements


"$APP post reaction puzzling. Result confirms momentum and silences doubters and Short sellers in my view. Call will be interesting. Think there is a legitamte hyper growth company here"  
[X Link](https://x.com/pastperformerAU/status/1953189198900674619)  2025-08-06T20:19Z [--] followers, [---] engagements


"Assuming only 7% qoq revenue growth and 5% qoq EPS growth this is what you get for $APP at $377 per share"  
[X Link](https://x.com/pastperformerAU/status/1953221407586042156)  2025-08-06T22:27Z [--] followers, [----] engagements


"On the face of it the $SGML result is a shocker. However the strategic decision to hold back inventory may have been a masterstroke. That Inventory is worth $350 - $400 p/t more today. Costs down production up. Will market see the big picture Call will be interesting"  
[X Link](https://x.com/pastperformerAU/status/1956279190208307594)  2025-08-15T08:57Z [--] followers, [---] engagements


"@JasperKrijn Yeah they give nothing away in the report. They say it's strategic but as you say if it isn't the company is on the road to Chapter 11"  
[X Link](https://x.com/pastperformerAU/status/1956280934405194222)  2025-08-15T09:04Z [--] followers, [--] engagements


"@NickLagarrigue Looks very ugly to me"  
[X Link](https://x.com/pastperformerAU/status/1958301743009460588)  2025-08-20T22:54Z [--] followers, [--] engagements


"$WTC I think Richard White just proved why what he does in the bedroom should have no relevance to what he does with that company. The E2open acqusition going to be massively accretive based on todays report"  
[X Link](https://x.com/pastperformerAU/status/1960481891616006512)  2025-08-26T23:18Z [--] followers, [---] engagements


"Curious to see if $4dx ends up being the real deal. Bought a position last week worth a punt for the risk/return. Balance sheet will be in good shape after all the options are exercised. Feels dirty chasing it"  
[X Link](https://x.com/pastperformerAU/status/1964823719794430107)  2025-09-07T22:50Z [--] followers, [--] engagements


"$MIN mineral resources have been able [--] refi their debt since the start of the Sept. They haven't. Credit spreads all time lows bonds trading @ premium. It won't get any cheaper unlesss.Lithium asset sale immiment lots of cash better terms I suspect within a few weeks"  
[X Link](https://x.com/pastperformerAU/status/1966020971988672730)  2025-09-11T06:08Z [--] followers, [---] engagements


"@mondyinvest Props for putting yourself out there. Most would simply trumpet after the 30% pump or judge a stock/company after a large sell off. Need more posts like this"  
[X Link](https://x.com/pastperformerAU/status/1967811626301788422)  2025-09-16T04:43Z [--] followers, [---] engagements


"@mondyinvest Critical of the XRO acquisition within 30mins of reading the deck. Mark my words will be a disaster. RW been a master capital allocator. Why im happy to hold WTC in my super the next [--] years"  
[X Link](https://x.com/pastperformerAU/status/1967870925950632255)  2025-09-16T08:39Z [--] followers, [--] engagements


"$MIN Lithium assets for sale with uncontracted supply look pretty interesting with $LAC overnight. Middle East better get moving"  
[X Link](https://x.com/pastperformerAU/status/1970712002856411328)  2025-09-24T04:48Z [--] followers, [---] engagements


"$LLY gets a price edge with these tariffs from trump. Not sure what gets sentiment going for lilly again but this cant hurt. In an overpriced market healthcare looks very interesting"  
[X Link](https://x.com/pastperformerAU/status/1971362666741629098)  2025-09-25T23:54Z [--] followers, [--] engagements


"$EUR Literally free money right now. 200% upside to cash/share backing. Lol. ASX so slow"  
[X Link](https://x.com/pastperformerAU/status/1975020982571258140)  2025-10-06T02:11Z [--] followers, [---] engagements


"$JHX time to get long again. Expectations reset and a big upgrade today. Bar is very low from both a corporate level and macro level in U.S. Plenty of runway for upgrades with average business performance and better macro. Im back in today"  
[X Link](https://x.com/pastperformerAU/status/1975711773585244669)  2025-10-07T23:56Z [--] followers, [--] engagements


"@blackswan2023 @Filapek There is a big margin of safety here. Trading at [--] - 18x. Pretty big reset today. Seems like huge value for the LT investor"  
[X Link](https://x.com/pastperformerAU/status/1929726090731573254)  2025-06-03T02:25Z [--] followers, [--] engagements


"$CRN $CRN.AX deal looks like a straight up bail out. Liberal concession for decade of labor punishment I can't see the upside for stanwell other than supply guarantee. EMG will get another shot to sell assets with liquidty and contact resolved"  
[X Link](https://x.com/pastperformerAU/status/1932217115035275454)  2025-06-09T23:23Z [--] followers, [---] engagements


"@mondyinvest Absolute cracker of a report. If the cycle turns WHC is in a prime position. Street thinks it never will though"  
[X Link](https://x.com/pastperformerAU/status/1958312823475560810)  2025-08-20T23:38Z [--] followers, [---] engagements


"@Tbone_Al Well if the debt matters the cash payment matters too. Shit take sorry"  
[X Link](https://x.com/pastperformerAU/status/1974083915028836580)  2025-10-03T12:07Z [--] followers, [---] engagements


"$TLX Jump in share price followed by increase in shorting. $CU6 posts co-PSMA update marginal increase in shorting. Following days no shorting. Hmmmmmmmm"  
[X Link](https://x.com/pastperformerAU/status/1978633969672298709)  2025-10-16T01:27Z [--] followers, [---] engagements


"$KAR pretty good result. Buying back a lot of share guidance looks good. Trading very cheap with a big buy back. With no love for E&G it's a buy for me today"  
[X Link](https://x.com/pastperformerAU/status/1981139759050477648)  2025-10-22T23:25Z [--] followers, [---] engagements


"@AlchemyofFinan1 New CEO was mum on dividend. Sounded like they are going to be stubborn on the fixed capital policy. Given NEM capital destruction history market (myself included) read this as M&A which = GTFO"  
[X Link](https://x.com/pastperformerAU/status/1981571776099561884)  2025-10-24T04:01Z [--] followers, [--] engagements


"@Tbone_Al Isnt the stock price up 10% since this post How much of that 10% was due to anticipation of the payment 1% 100% WHAT IS IT. More cash = bad Derp"  
[X Link](https://x.com/pastperformerAU/status/1982691883144126640)  2025-10-27T06:12Z [--] followers, [--] engagements


"$CDNS call is pretty illuminating. AI bubble not showing up in their commentary. Dont think post market will remain down. Guidance and commentary is mega bullish"  
[X Link](https://x.com/pastperformerAU/status/1982922502847520941)  2025-10-27T21:29Z [--] followers, [---] engagements


"Let the "Experts" start on $WTC. Blah blah proprietary model blah blah red flags. Blah blah valuation. Heard it all before on $MIN"  
[X Link](https://x.com/pastperformerAU/status/1982939629751021899)  2025-10-27T22:37Z [--] followers, [---] engagements


"@LiquidityFantom @onslowshipping Oh its Fantom the big time Iron Ore trader. I've lost count of how many dumb posts ive read from you about $MIN. You would think you would be good on mining stocks"  
[X Link](https://x.com/pastperformerAU/status/1983039987169075441)  2025-10-28T05:15Z [--] followers, [--] engagements


"$RMD very high quality result. Paying 25X for 15% CAGR. Hasnt missed a bit thus far. Stock has traded down a fair bit into this result"  
[X Link](https://x.com/pastperformerAU/status/1984031024263917661)  2025-10-30T22:53Z [--] followers, [---] engagements


"@michaelfrazis The decision is truly baffling and I can't help but wonder if they get pressure to approve it anyway. Biotech a nightmare right now can understand the shorts on $TLX and maybe $CU6 will be next"  
[X Link](https://x.com/pastperformerAU/status/1985515717811454071)  2025-11-04T01:13Z [--] followers, [---] engagements


"So Openai and Sam Altman want tax payers to fund the replacement of tax payers for his not for profit This has to be a simulation right"  
[X Link](https://x.com/pastperformerAU/status/1986409781641552365)  2025-11-06T12:26Z [--] followers, [--] engagements


"@DesertDweller93 I don't see how there can be link made to $QURE. It's purely speculative. We have no idea what their "Infrastructure" was like"  
[X Link](https://x.com/pastperformerAU/status/1986566213200449626)  2025-11-06T22:47Z [--] followers, [---] engagements


"@mike98572986 Looks like $QURE sold off at the same time as $CLPT. Ill have to listen to the call but was there something mentioned about $QURE or just algos trading the correlation. Thanks"  
[X Link](https://x.com/pastperformerAU/status/1986576058402152544)  2025-11-06T23:26Z [--] followers, [----] engagements


"$xyz result shows sign of momentum and turn around to me. Paypal and four has slowed. Good performance in tough macro. Nick on the front line a great sign. Definte buy the dip for me"  
[X Link](https://x.com/pastperformerAU/status/1986914491880350192)  2025-11-07T21:51Z [--] followers, [--] engagements


"$mstr now trading at a discount to NTA. Saylor raising more cash to buy more BTC. If the price doesn't go up he is going to have to dilute even more to pay the interest on those notes or forced conversion. Could start to get spicy soon. Raising at a discount = desperation"  
[X Link](https://x.com/pastperformerAU/status/1987102613889032469)  2025-11-08T10:19Z [--] followers, [--] engagements


"$2k stimmy cheques and [--] yr mortgages have to be bullish for $XYZ Thats a lot of discretionary spend freed up with lower payments and a little cash up front. Wonder if the market is still worried about low to middle Income job security with AI"  
[X Link](https://x.com/pastperformerAU/status/1987686272740237378)  2025-11-10T00:58Z [--] followers, [---] engagements


"@gewolltesChaos @Vivek4real_ Could say the same for any gold company"  
[X Link](https://x.com/pastperformerAU/status/1988342416907399450)  2025-11-11T20:25Z [--] followers, [--] engagements


"$IGO #lithium been left behind Anyone done the numbers on what $1400 USD spod does for them Feels like there is a fair bit of torque here to higher prices. Once the darling now an ugly duckling. Going to dig a bit"  
[X Link](https://x.com/pastperformerAU/status/1989118262022664420)  2025-11-13T23:48Z [--] followers, [---] engagements


"@Timbassett @yieldsearcher Agreed recovery is likely $0. So the default risk is incredibly exaggerated"  
[X Link](https://x.com/pastperformerAU/status/1989260197169393743)  2025-11-14T09:12Z [--] followers, [--] engagements


"Fair bit of value in $ELV if you assume spod prices settle a bit higher. Seems to be one of the cheaper producers which hasn't had the same love as peers"  
[X Link](https://x.com/pastperformerAU/status/1990276351061057695)  2025-11-17T04:30Z [--] followers, [---] engagements


"$NVDA earnings call is a fade. Same rhetoric avoiding answering where tangible benefits will come from. Avoided answering whether companeis can equity or debt fund their $500bil goal. Going to be some panic coming out of this in my view"  
[X Link](https://x.com/pastperformerAU/status/1991275106484777390)  2025-11-19T22:39Z [--] followers, [---] engagements


"@realhagetaka numbers are fantastic no doubt. But he is waffling about shopping recommendations from agentic AI. LOL. Trillions of build out for what afterpay already does in their app I dont think so"  
[X Link](https://x.com/pastperformerAU/status/1991276326268072056)  2025-11-19T22:44Z [--] followers, [--] engagements


"$WTC guidance reaffirmed no charges laid. Integration and new products live Dec [--]. Trading on lowest PE since [----] covid lows wonder if this will be enough for a reset"  
[X Link](https://x.com/pastperformerAU/status/1991622002793410887)  2025-11-20T21:37Z [--] followers, [---] engagements


"@mondyinvest Now that I reflect on it the guidance is largely driven by the migration in the 2H. Given the disproportionate weighting they probably could never upgrade today. I hope reaffirming and no charges is enough to calm the market"  
[X Link](https://x.com/pastperformerAU/status/1991626153703141656)  2025-11-20T21:54Z [--] followers, [--] engagements


"@sentinel1221 @Tbone_Al He's only got about 8bil in debt can survive to about 14k odd"  
[X Link](https://x.com/pastperformerAU/status/1991784937327120482)  2025-11-21T08:25Z [--] followers, [--] engagements


"@mondyinvest @ryu_tay @OwenRask This is where the opportunity is. Consensus seems to be moving to sell all software. Truth is who the F knows what AI does to tech in [--] years. If AI slows software big upside. I wonder if Fintech is the play seems harder to disrupt and cheaper"  
[X Link](https://x.com/pastperformerAU/status/1993895634345316857)  2025-11-27T04:12Z [--] followers, [--] engagements


"$SEZL sezzle is my pick for [----]. Trading at 13x next years earnings. Growing top line at 64% assume 25% the next [--] years. Market worried about subprime borrowers. Trump is not letting that market blow up. Stimi is coming and rate cuts will come"  
[X Link](https://x.com/pastperformerAU/status/1994271454154653844)  2025-11-28T05:05Z [--] followers, [----] engagements


"@VinokContrarian $SEZL is a screaming opportunity right now. Very asymmetric payoff if credit doesnt blow up. Great long trade"  
[X Link](https://x.com/pastperformerAU/status/1994297783722164504)  2025-11-28T06:50Z [--] followers, [---] engagements


"Even $GOOG gemini thinks $NVDA is cheap"  
[X Link](https://x.com/pastperformerAU/status/1995622084383510547)  2025-12-01T22:32Z [--] followers, [--] engagements


"@Filapek @FNArena The market isn't silly enough to believe anything OpenAI says. Still yet to fund the deal with NVIDIA. Fake it til you make it"  
[X Link](https://x.com/pastperformerAU/status/1996803864457368026)  2025-12-05T04:48Z [--] followers, [--] engagements


"What caused the weakness in $AFRM today $SEZL strong again $XYZ up and $KLAR up. Just the beta trade $SHOP also down perhaps some correlation. I still have BNPL slated as the best nonconsensus trade for 25/26 $SEZL and $AFRM"  
[X Link](https://x.com/pastperformerAU/status/1999246948558344654)  2025-12-11T22:36Z [--] followers, [--] engagements


"@DesertDweller93 This looks like a clear change of position that will benefit $qure The data is compelling in my view. Do we have more specific details on why Qure believe the FDA wouldn't approve Was it just natural history data"  
[X Link](https://x.com/pastperformerAU/status/2001038929563410560)  2025-12-16T21:17Z [--] followers, [---] engagements


"$SEZL largest market shooting & outdoors. The consumer has still been buying strongly just trading down. Perfect for BNPL and subscription services. Blue collar real wages have actually increased over the last [--] momths. Market worried about defaults and sub growth WRONG IMO"  
[X Link](https://x.com/pastperformerAU/status/2006902193220428086)  2026-01-02T01:35Z [--] followers, [----] engagements


"@AusPoll6 This is historic. Real talk I'd take the Fiery red over Susan. What can LNP actually offer"  
[X Link](https://x.com/pastperformerAU/status/2009505760246681827)  2026-01-09T06:01Z [--] followers, [---] engagements


"This is massive news for BNPL. Banks will issue less credit. Forces consumers to BNPL who earn their margins from merchants. $SEZL $AFRM"  
[X Link](https://x.com/pastperformerAU/status/2009810391543754825)  2026-01-10T02:11Z [--] followers, [----] engagements


"@BillAckman BNPL Bill. They charge merchants much better for the consumer. Everyone wins"  
[X Link](https://x.com/pastperformerAU/status/2009825492787208614)  2026-01-10T03:11Z [--] followers, [--] engagements


"@BLSHigh Yeah rubbish take. Massive tailwind for BNPL. Will be best trade of 2026"  
[X Link](https://x.com/pastperformerAU/status/2010093448490324331)  2026-01-10T20:56Z [--] followers, [---] engagements


"@Analysethat @investingluc You analysis is flawed. Unlike credit cards BNPL turns off your ability to use credit if you miss a payment. So the initial merchant fee they earn covers part of the loss (more than offsetting higher loss rates. This is why they are able to earn such huge margin with low loss"  
[X Link](https://x.com/pastperformerAU/status/2010095664932499859)  2026-01-10T21:05Z [--] followers, [--] engagements


"@disruptorinvest @investingluc With 30% short interest and 42% owned by founder momentum shift on Monday is going to be squeeze territory"  
[X Link](https://x.com/pastperformerAU/status/2010105757996556432)  2026-01-10T21:45Z [--] followers, [--] engagements


"If the market was truly worried about credit and banking BTC would have blown up over the weekend. It hasn't. These garbo takes about recession are just that. Plenty of ways to get money including BNPL. Big X research account have been silent positioning on Monday. $AFRM $SEZL"  
[X Link](https://x.com/pastperformerAU/status/2010122644855894143)  2026-01-10T22:52Z [--] followers, [---] engagements


"@matt_barrie @investingluc Yes but its not born by the consumer. Additionally BNPL can just up merchant fees or introduce small sub fees to offset. They cut users off of they miss a payment so cam absorb higher loss rates on a relative basis. There is no universe where CC is better. No debt trap"  
[X Link](https://x.com/pastperformerAU/status/2010124082805968988)  2026-01-10T22:58Z [--] followers, [---] engagements


"@Analysethat @investingluc Ehh Your typical BNPL loan starts at $1k balance. Most CC is [--] to 15k. BNPL weeds out poor borrowers early with lower credit amounts.prove you can pay loans you get up to 15k. Its a very different system. As a consequence bad debts track far lower than conventional sub credit"  
[X Link](https://x.com/pastperformerAU/status/2010288419768062118)  2026-01-11T09:51Z [--] followers, [--] engagements


"Feels like it could be time to get long BTC. Digital precious metal Golden age of grift v2 mid term. FED indepen. gone. $MSTR now trading at NAV (below if you adjust for pref). Has been on a buying spree the last few months. NAV expansion Worth a punt BTC proxy me thinks"  
[X Link](https://x.com/pastperformerAU/status/2011571789076599250)  2026-01-14T22:51Z [--] followers, [---] engagements


"@MinhungShih @buccocapital Right. So actual software devs with the relationship infrastructure data and capital will lose out to some tech geeks in their garage. Margins will expand if cost to ship goes down. Increase ROI for all. AI is a turbo on your existing car for ERP"  
[X Link](https://x.com/pastperformerAU/status/2014868526079913987)  2026-01-24T01:11Z [--] followers, [--] engagements


"$stx guide is well above consensus after street already revised up. Dont think this stays down. STX has more durable long term growth in memory. Amazing result and guide. All ears on the call"  
[X Link](https://x.com/pastperformerAU/status/2016258683366437356)  2026-01-27T21:15Z [--] followers, [---] engagements


"$stx this call is incredibly bullish. Market is going to have to price some meaningful revisions upwards. For anyone who doesn't own worth a listen"  
[X Link](https://x.com/pastperformerAU/status/2016273134194975161)  2026-01-27T22:12Z [--] followers, [---] engagements


"$now guide going to spook investors. They are pulling at every lever to try and get growth going. Bit of a negative read through especially with the M&A"  
[X Link](https://x.com/pastperformerAU/status/2016622615830618213)  2026-01-28T21:21Z [--] followers, [---] engagements


"$sap result not going to move SaaS needle imo. Market going to continue the slide. Not even the most critical software seems safe. Growth acceleration no where to be seen"  
[X Link](https://x.com/pastperformerAU/status/2016778496140603731)  2026-01-29T07:40Z [--] followers, [---] engagements


"@josephwang Very interesting perspective. This seems to me like a flight back to quality growth or further AI. Mag [--] trade back on"  
[X Link](https://x.com/pastperformerAU/status/2017084523981525141)  2026-01-30T03:56Z [--] followers, [---] engagements


"$REH If there was a time to look at a stock exposed to the property cycle it's got to be backwards looking earnings into a rate cutting cycle. Expectations have been reset pretty low. Worth a contration look IMO"  
[X Link](https://x.com/pastperformerAU/status/1959776354830012875)  2025-08-25T00:34Z [--] followers, [---] engagements


"Feels like a buy the dip on asx goldies $WGX and $NST massive reaction on a gold price which still sits well above consensus forecasts. Macquarie for the next [--] years below:"  
[X Link](https://x.com/pastperformerAU/status/1980851462852039017)  2025-10-22T04:19Z [--] followers, [---] engagements


"@rhysdiab I want to get excited on this thesis again. However I fall short on this one test every time. Would you invest in a HMC product I can't bring myself to consider placing any more capital with them (I was in the initial HMC float and PE fund)"  
[X Link](https://x.com/pastperformerAU/status/1994266845302395239)  2025-11-28T04:47Z [--] followers, [---] engagements


"Why am I seeing nobody talk about HBF in relation to sandisk $SNDK. This market is argueably much larger than data center and more structural in nature. Does the smart money know that NAND is just the start of the Sandisk story If so valuation is not even close [--] full"  
[X Link](https://x.com/pastperformerAU/status/2017721264081932526)  2026-01-31T22:06Z [--] followers, [--] engagements


"Kioxia Holdings Corp TYO: 285A Dip being bought very aggresively. $SNDK to bounce back today. I don't think this memory trade is over by a long shot. $MU"  
[X Link](https://x.com/pastperformerAU/status/2018116853378478236)  2026-02-02T00:18Z [--] followers, [---] engagements


"seems like a lot of people invested for [--] quarter in $AMD rubber doesnt hit the road until 2h. Hopefully Lisa can provide clarity on the call"  
[X Link](https://x.com/pastperformerAU/status/2018814055402946942)  2026-02-03T22:29Z [--] followers, [---] engagements


"An interesting table. Im tempted by SaaS as the multiples head towards more industrial levels. $XRO actually comes up ok to my surprise. This big risk here is the consensus revenue growth rates which could easily halve"  
[X Link](https://x.com/pastperformerAU/status/2018895104917053668)  2026-02-04T03:51Z [--] followers, [---] engagements


"Table of top SaaS and fintech names (That I've looked at) adding back in the SBC. $SEZL $CRM $WTC $TEAM $XRO $AFRM $NOW $INTU $ZIP $TNE $PME"  
[X Link](https://x.com/pastperformerAU/status/2018922571497119956)  2026-02-04T05:40Z [--] followers, [---] engagements


"If semi's blow up it's bad for software too. All the big hyperscalers are big SaaS customers. Not feeling good about this market tbh. Feels like a top forming. Correlation across assets classes look like they are moving towards [--] gold and silver [--]. #ASX $GOOG $NOW $MU $GOLD"  
[X Link](https://x.com/pastperformerAU/status/2019279549079667008)  2026-02-05T05:18Z [--] followers, [---] engagements


"$PLTR is essentially cooked right unironically being disrupted by AI specifically OpenAi Frontier. Highest multiple most to lose. Holy hell we are coming full circle. Nothing is safe at this point"  
[X Link](https://x.com/pastperformerAU/status/2019563572612022477)  2026-02-06T00:07Z [--] followers, [---] engagements


"@Citrini7 Railroads Shipping Fighting (UFC WWE etc) Sport BJ's (not BJJ)"  
[X Link](https://x.com/pastperformerAU/status/2019586599114404094)  2026-02-06T01:39Z [--] followers, [--] engagements


"@KairosPraxis Isn't the whole value proposition the organisation of the eco system to enable selling That's exactly what agentic AI will disrupt. Create your own network for your business. No different to ERP"  
[X Link](https://x.com/pastperformerAU/status/2019671112830054720)  2026-02-06T07:14Z [--] followers, [--] engagements


"$afrm result was an absolute banger. Massive beat and raise with charge offs well under control. I'm not sure what gets that sector moving again but the valuation is now very compelling"  
[X Link](https://x.com/pastperformerAU/status/2019717614747132406)  2026-02-06T10:19Z [--] followers, [---] engagements


"$cart is sooooo cheap. Should rerate to double current valuation in my view. Comps trading above 20x [----] numbers"  
[X Link](https://x.com/pastperformerAU/status/2022082005085958389)  2026-02-12T22:54Z [--] followers, [---] engagements


"Money rotating consumer trade largely ignored. Trump wants to win those mid terms. Biggly long $ZIP"  
[X Link](https://x.com/pastperformerAU/status/1993833093283856770)  2025-11-27T00:03Z [--] followers, [---] engagements


"$ZIP and $XYZ on the ASX intial reaction to credit news positive. Lets see how the momentum builds as the brokers and research houses send notes to the market. Bullish consumer this year Trump is focused on it. #BNPL"  
[X Link](https://x.com/pastperformerAU/status/2010488507438125193)  2026-01-11T23:06Z [--] followers, [---] engagements


"This is what the market reacted to last night for BNPL/CC cap. If you believe the cap will stick sezzle is in the box seat. If you dont buy the dip on affirm and ZIP $AFRM $ZIP $SEZL"  
[X Link](https://x.com/pastperformerAU/status/2010965967795634314)  2026-01-13T06:43Z [--] followers, [---] engagements


"@michaelfrazis How is it cheap when I can buy Intuit on 20x"  
[X Link](https://x.com/pastperformerAU/status/2018866459099943293)  2026-02-04T01:57Z [--] followers, [---] engagements


"@Nietschecapital Im a big $app bull so appreciate some of your takes. $rddt won't be able to grow at the same sustained rate and the end prize is so much bigger for $net. $rddt is becoming a bot army full of left lunatics. Advertising $$ will be limited. Dont think AI growth will materialise"  
[X Link](https://x.com/pastperformerAU/status/2021352167966421440)  2026-02-10T22:34Z [--] followers, [---] engagements


"This $net call is the most bullish of the season. $pltr results were far better however visibility on cloudflare product and roadmap so much clearer. Valuation notwithstanding the market opportunity is so large. Well worth a listen"  
[X Link](https://x.com/pastperformerAU/status/2021357244143833553)  2026-02-10T22:54Z [--] followers, [---] engagements


"@davey_juice Topline trumps all with AI narrative. Bottom line compression is to fufill 48% RPO growth. Market happy to pay up for it. Rate of growth is increasing. Story getting better. Valuation is high but where does it end up Is this a half trillion company in long run"  
[X Link](https://x.com/pastperformerAU/status/2021508821345317103)  2026-02-11T08:57Z [--] followers, [---] engagements


"$app monster quarter. Only getting better. Bought more. Weird AH reaction"  
[X Link](https://x.com/pastperformerAU/status/2021695274096152945)  2026-02-11T21:18Z [--] followers, [---] engagements


"$app market position strong. Network affect owning the auction means meta competing only ad more $$ for app. Growth still explosive and accelerating. If that result and call cant get things moving im not sure what will. Cheapest growth i can find anywhere. Buy lt hold. Sentiment"  
[X Link](https://x.com/pastperformerAU/status/2021722477182038381)  2026-02-11T23:06Z [--] followers, [---] engagements


"Dont get too many opportunites like this. $APP"  
[X Link](https://x.com/pastperformerAU/status/2021759097348178332)  2026-02-12T01:31Z [--] followers, [---] engagements


"@88888sAccount @fmcbill Is that his new 20mil build. Good timing Mark"  
[X Link](https://x.com/pastperformerAU/status/2021787923788750904)  2026-02-12T03:26Z [--] followers, [--] engagements


"$cart is an absolute steal. Bit of short interest massive buyback and AI narrative taking shape. $80 stock at least. Look at these numbers"  
[X Link](https://x.com/pastperformerAU/status/2022066395899720144)  2026-02-12T21:52Z [--] followers, [--] engagements


"Some more scenarios $CART $ZIP $TNE $WTC $XRO $PME #ASX Cart is an absolute steal with in a defensive sector. No value on the ASX with teach at all"  
[X Link](https://x.com/pastperformerAU/status/2022098102329721101)  2026-02-12T23:58Z [--] followers, [---] engagements


"$PLS pilbara minerals qtrly absolute master-class in mining excellence. Helping shift that cost curve lower and left. Contrast to $LTR dont know how some of these operations survive or compete without materially higher prices"  
[X Link](https://x.com/pastperformerAU/status/1950318736969519456)  2025-07-29T22:13Z [--] followers, [---] engagements


"$TRI result strong. Break SaaS narrative in the short run.taking a position in $WKL"  
[X Link](https://x.com/pastperformerAU/status/2019390395420143870)  2026-02-05T12:39Z [--] followers, [---] engagements


"$tri and $wkl are on industrial level pe's pay a good dividend and have actual high levels of FCF (20%) with minimal SBC. Still growing toplines mid to high single. Not a bad conservative shout for SaaS turn. $tri earnings just reported solid numbers and raised"  
[X Link](https://x.com/pastperformerAU/status/2019404282114765197)  2026-02-05T13:34Z [--] followers, [---] engagements


"@loungeriffs I agree i think LLM shopping will not be as big a people think. Shopping is a fun activity for those disposed to clicking ads. Therapeutic even. I could drive an escooter everywhere but I like to walk. I could order uber eats every day but i like to cook. ETC"  
[X Link](https://x.com/pastperformerAU/status/2021852685130248285)  2026-02-12T07:43Z [--] followers, [---] engagements


"@eadatt Boys at Hyperion liquidated most of their tech last month. Who's left to sell Passive"  
[X Link](https://x.com/pastperformerAU/status/2022089229455802524)  2026-02-12T23:23Z [--] followers, [----] engagements


"@88888sAccount Im not smart enough to understand this joke"  
[X Link](https://x.com/pastperformerAU/status/2022096633668964778)  2026-02-12T23:53Z [--] followers, [----] engagements


"@88888sAccount Not an accelerating quarter with a guide for further growth. Short interest high. Pop goes the weasel"  
[X Link](https://x.com/pastperformerAU/status/2022234133674734006)  2026-02-13T08:59Z [--] followers, [--] engagements


"@Bullishtrade47 Nope Quarter Software Platform Revenue Seq. Growth YoY Growth Q1 [----] $1159M 16.0% 71% Q2 [----] $1259M 8.6% 77% Q3 [----] $1405M 11.6% 68% Q4 [----] $1658M 18.0% 66% Q1 [----] (Projected) $1947M 17.4% 68.0%"  
[X Link](https://x.com/pastperformerAU/status/2021925801298706866)  2026-02-12T12:34Z [--] followers, [--] engagements


"@DA_Capital_ @EddieJones26905 @JonahLupton @Nietschecapital You are correct Quarter Software Platform Revenue Seq. Growth YoY Growth Q1 [----] $1159M 16.0% 71% Q2 [----] $1259M 8.6% 77% Q3 [----] $1405M 11.6% 68% Q4 [----] $1658M 18.0% 66% Q1 [----] (Projected) $1947M 17.4% 68.0%"  
[X Link](https://x.com/pastperformerAU/status/2021926015971610915)  2026-02-12T12:35Z [--] followers, [--] engagements


"$cart is dirt cheap with those kind of growth numbers. Anyone follow"  
[X Link](https://x.com/pastperformerAU/status/2022057386446623061)  2026-02-12T21:17Z [--] followers, [---] engagements


"An interesting exercise. If we assume industrial type performance from tech going forward (moat gone) where could valuations land for the big aussie names (after adjusting for SBC) $XRO $PME $WTC $XRO $TNE #ASX"  
[X Link](https://x.com/pastperformerAU/status/2022095386417279157)  2026-02-12T23:48Z [--] followers, [----] engagements


"@RJCcapital $cart"  
[X Link](https://x.com/pastperformerAU/status/2022114749815955457)  2026-02-13T01:05Z [--] followers, [--] engagements


"$cart cheap defensive growth with the best superbowl ad. Easy 2x safe from SaaSpocolpyse. Free alpha thank me later"  
[X Link](https://x.com/pastperformerAU/status/2022320033817645354)  2026-02-13T14:40Z [--] followers, [--] engagements

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