# ![@philoinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1456168445641375745.png) @philoinvestor Philoinvestor

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

### Engagements: [------] [#](/creator/twitter::1456168445641375745/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:interactions.svg)

- [--] Week [-------] +640%
- [--] Month [-------] +489%
- [--] Months [---------] +80%
- [--] Year [---------] +92%

### Mentions: [--] [#](/creator/twitter::1456168445641375745/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:posts_active.svg)

- [--] Week [--] -33%
- [--] Month [---] +129%
- [--] Months [---] +56%
- [--] Year [---] +5%

### Followers: [-----] [#](/creator/twitter::1456168445641375745/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:followers.svg)

- [--] Week [-----] +0.49%
- [--] Month [-----] +1.10%
- [--] Months [-----] +20%
- [--] Year [-----] +38%

### CreatorRank: [-------] [#](/creator/twitter::1456168445641375745/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1456168445641375745/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42.2% [finance](/list/finance)  27.52% [technology brands](/list/technology-brands)  21.1% [cryptocurrencies](/list/cryptocurrencies)  8.26% [countries](/list/countries)  4.59% [social networks](/list/social-networks)  3.67% [fashion brands](/list/fashion-brands)  2.75% [products](/list/products)  1.83% [currencies](/list/currencies)  0.92% [financial services](/list/financial-services)  0.92%

**Social topic influence**
[ai](/topic/ai) 16.51%, [in the](/topic/in-the) 11.01%, [stocks](/topic/stocks) #2067, [$nvda](/topic/$nvda) 6.42%, [business](/topic/business) 5.5%, [$crwv](/topic/$crwv) 4.59%, [$googl](/topic/$googl) #2531, [hype](/topic/hype) 4.59%, [$aapl](/topic/$aapl) 4.59%, [$duol](/topic/$duol) #97

**Top accounts mentioned or mentioned by**
[@davidkatunaric](/creator/undefined) [@agnostoxxx](/creator/undefined) [@ian46282541](/creator/undefined) [@kristovski](/creator/undefined) [@iancassel](/creator/undefined) [@k_ristovski](/creator/undefined) [@etienneffm](/creator/undefined) [@concodanomics](/creator/undefined) [@edfin](/creator/undefined) [@ardaarkun](/creator/undefined) [@marketplunger1](/creator/undefined) [@iranobserver0](/creator/undefined) [@yieldsearcher](/creator/undefined) [@longshorttrader](/creator/undefined) [@traderdante](/creator/undefined) [@thestalwart](/creator/undefined) [@tiktokinvestors](/creator/undefined) [@walterschloss](/creator/undefined) [@boringbiz](/creator/undefined) [@rachinkalakheti](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Figma, Inc. (FIG)](/topic/$fig) [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Oracle Corporation (ORCL)](/topic/$orcl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/ethereum) [Oklo Inc. (OKLO)](/topic/$oklo) [Alibaba Group (BABA)](/topic/$baba) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Credit Suisse Group (CS)](/topic/$cs) [Advanced Micro Devices (AMD)](/topic/$amd) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Columbia Sportswear Co (COLM)](/topic/$colm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Bitcoin (BTC)](/topic/bitcoin) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Coursera, Inc. (COUR)](/topic/$cour) [Strategy (MSTR)](/topic/$mstr) [T-Mobile (TMUS)](/topic/$tmus) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DOCS.L up 65% since this. It's crazy how inefficient the UK can get sometimes. Still selling for less than 1X sales Permira owns 370mln shares in Dr Martens. GS tried to broker-sell 70mln shares today at 10% below market. Share price tanked 20%. $DOCS.L HOWEVER sources say Permira wasn't involved in this sale. I don't know who the seller(s) could be but it doesn't matter really. https://t.co/4N8JFJi8wf Permira owns 370mln shares in Dr Martens. GS tried to broker-sell 70mln shares today at 10% below market. Share price tanked 20%. $DOCS.L HOWEVER sources say Permira wasn't involved in this"  
[X Link](https://x.com/philoinvestor/status/1957391147703128375)  2025-08-18T10:36Z [----] followers, [----] engagements


"Interesting businesses down 50%+ from highs pain is obvious upside could be too: [--]. $STZ: tariffs + Hispanic consumer hit guidance cut. Debt profile sets up major undervaluation soon. 2/ $FEVR: margins crushed by glass/shipping but inventor of premium mixers. [--]. $DOCS.L: struggling post-IPO pivoting from wholesale to DTC. Brand equity still intact. [--]. $LULU: US slowing yet global cult brand expanding into mens and Asia. [--]. $CROX: Hey Dude acquisition tough but core product strong. Balance sheet + buybacks provide support. [--]. $BALL : debt heavy volumes weak but undisputed category leader with"  
[X Link](https://x.com/philoinvestor/status/1973356494650331317)  2025-10-01T11:57Z [----] followers, 17.6K engagements


"Columbia Sportswear down 50% since [----]. $COLM Sales stable Gross Margins stable EBIT Margins split by half -- SGA up 10-11 points from [----] to Q3 [----] Do you own it Did you own it Thoughts https://twitter.com/i/web/status/1998732642510942330 https://twitter.com/i/web/status/1998732642510942330"  
[X Link](https://x.com/philoinvestor/status/1998732642510942330)  2025-12-10T12:32Z [----] followers, [---] engagements


"BOT some more $DOCS.L here. Down 12% on the day post results. $DOCS.L up 65% since this. It's crazy how inefficient the UK can get sometimes. Still selling for less than 1X sales https://t.co/Mb1JA6p3O7 $DOCS.L up 65% since this. It's crazy how inefficient the UK can get sometimes. Still selling for less than 1X sales https://t.co/Mb1JA6p3O7"  
[X Link](https://x.com/philoinvestor/status/2016107994505728497)  2026-01-27T11:16Z [----] followers, [---] engagements


"Throwback to good times on the $JPY How I got lucky and bottom ticked the USD/JPY mid-September [----]. $USD $JPY A small thread on this trade and my previous theses on the Yen. https://t.co/0CooS1uZw2 How I got lucky and bottom ticked the USD/JPY mid-September [----]. $USD $JPY A small thread on this trade and my previous theses on the Yen. https://t.co/0CooS1uZw2"  
[X Link](https://x.com/philoinvestor/status/2016962052552630390)  2026-01-29T19:50Z [----] followers, [---] engagements


"Actually it was never supposed to protect from inflation or currency devaluation. That was the other story that creeped up when the previous one failed *too* Bitcoin reminds me of stocks like PayPal ( $PYPL ) and Zoom ( $ZM ). PayPal was the future of money. Zoom was the future of communication. In the concept phase prices went parabolic-no PE no valuation anchor just a story. Then growth stopped. Suddenly they had a PE. Some https://t.co/ZAV2bISDVS Bitcoin reminds me of stocks like PayPal ( $PYPL ) and Zoom ( $ZM ). PayPal was the future of money. Zoom was the future of communication. In the"  
[X Link](https://x.com/philoinvestor/status/2017911066794107205)  2026-02-01T10:41Z [----] followers, [---] engagements


"From Narrative to Fundamentals: The Exact Research Process on TradingView. $COUR #tradingtech https://youtu.be/P1gGS1K8Nvo https://youtu.be/P1gGS1K8Nvo"  
[X Link](https://x.com/philoinvestor/status/2017976583269593275)  2026-02-01T15:01Z [----] followers, [----] engagements


"Is this going to zero $CRWV $CRWV NOT ONLY is CoreWeave effectively an off-balance sheet arrangement for Hyperscalers. But the company doesn't even get PAID for the compute that they produce (at a loss mind you) SHOW YOUR WORKINGS 👇 - $2.2bln in Revenue for H1 [----] - Accounts Receivable Dec 31st https://t.co/RMwEyut7EK $CRWV NOT ONLY is CoreWeave effectively an off-balance sheet arrangement for Hyperscalers. But the company doesn't even get PAID for the compute that they produce (at a loss mind you) SHOW YOUR WORKINGS 👇 - $2.2bln in Revenue for H1 [----] - Accounts Receivable Dec 31st"  
[X Link](https://x.com/philoinvestor/status/2018345581102407938)  2026-02-02T15:27Z [----] followers, [---] engagements


"On the politics game theory and balance of power of the major AI players. https://www.philoinvestor.com/p/zooming-out-on-ai-part-1 https://www.philoinvestor.com/p/zooming-out-on-ai-part-1"  
[X Link](https://x.com/philoinvestor/status/2018957068045079003)  2026-02-04T07:57Z [----] followers, [---] engagements


"50% or so left. $FIG This is going to cross $10 $FIG https://t.co/A4gQwFGLsA This is going to cross $10 $FIG https://t.co/A4gQwFGLsA"  
[X Link](https://x.com/philoinvestor/status/2019021056070336953)  2026-02-04T12:11Z [----] followers, [---] engagements


"@IranObserver0 NGMI"  
[X Link](https://x.com/philoinvestor/status/2019408312278622524)  2026-02-05T13:50Z [----] followers, [---] engagements


"-Creative Destruction -Race to the Bottom -Survival over Profit -Game Theory Fading Rihard's read of what's happening with $GOOGL and the space in general. This is not about "future revenue growth" or sane decisions. This is about game theory strategy posturing politics - call it what you want. $GOOGL is a company that doesnt do hype. For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still dont understand this. $GOOGL is a company that doesnt"  
[X Link](https://x.com/philoinvestor/status/2019410922024902726)  2026-02-05T14:00Z [----] followers, [---] engagements


"@yieldsearcher I wrote a piece on $BMNR and $ETH Tsy Cos in August here: If one big account RT's it and it gets some traction I'll release it from paywall for everyone. Released this one a few days ago: https://www.philoinvestor.com/p/crypto-winter-just-in-time https://www.philoinvestor.com/p/ethereum-treasury-companies https://www.philoinvestor.com/p/crypto-winter-just-in-time https://www.philoinvestor.com/p/ethereum-treasury-companies"  
[X Link](https://x.com/philoinvestor/status/2019510398429577624)  2026-02-05T20:36Z [----] followers, [---] engagements


"Wall Street 3: BTC Never Sleeps $MSTR $BTC "You're gonna owe.""  
[X Link](https://x.com/philoinvestor/status/2019517498337734923)  2026-02-05T21:04Z [----] followers, [----] engagements


""The market is the guiding light for whether AI Capex is good or bad." Market was OK with capex bumps if this turns now 🔄🔄🔄 Expect big AI names to revise planned capex programs (downward) ASAP"  
[X Link](https://x.com/philoinvestor/status/2019538923366866994)  2026-02-05T22:29Z [----] followers, [---] engagements


"I remember when $AAPL was an AI loser and Tim Cook should have been fired. https://www.philoinvestor.com/p/no-apple-doesnt-need-to-buy-perplexity Apple - you spend the capex for us - we will buy back stock. https://www.philoinvestor.com/p/no-apple-doesnt-need-to-buy-perplexity Apple - you spend the capex for us - we will buy back stock"  
[X Link](https://x.com/philoinvestor/status/2019714669532037270)  2026-02-06T10:07Z [----] followers, [----] engagements


"Now what $ETH $BMNR Why is Ethereum up 100% in the past two months $ETH THEY BECAME THEIR OWN CATALYST On June 30th $BMNR BitMine Immersion Technologies announced a private placement to raise $250 million and become an Ethereum Treasury Company with grand aspirations. The stock gapped up and https://t.co/yg1EnCX0Xo Why is Ethereum up 100% in the past two months $ETH THEY BECAME THEIR OWN CATALYST On June 30th $BMNR BitMine Immersion Technologies announced a private placement to raise $250 million and become an Ethereum Treasury Company with grand aspirations. The stock gapped up and"  
[X Link](https://x.com/philoinvestor/status/2020935377855606846)  2026-02-09T18:58Z [----] followers, [---] engagements


"Disruptors or Disrupted Duolingo $DUOL https://www.philoinvestor.com/p/disruptors-or-disrupted-duolingo https://www.philoinvestor.com/p/disruptors-or-disrupted-duolingo"  
[X Link](https://x.com/philoinvestor/status/2019801744096546936)  2026-02-06T15:53Z [----] followers, [----] engagements


"$RIG x $VAL"  
[X Link](https://x.com/philoinvestor/status/2020845315830800890)  2026-02-09T13:00Z [----] followers, [---] engagements


"$RIG Management and every offshore bull on FinTwit has been dunking on $VAL management for years. Now apparently it makes sense to merge with them. Why so Excerpt from https://www.philoinvestor.com/p/state-of-offshore https://www.philoinvestor.com/p/state-of-offshore"  
[X Link](https://x.com/philoinvestor/status/2020846124332884460)  2026-02-09T13:03Z [----] followers, [----] engagements


"*must be over for Duolingo then 😂 $DUOL *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession. *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession"  
[X Link](https://x.com/philoinvestor/status/2021598300017700943)  2026-02-11T14:52Z [----] followers, [---] engagements


"A stake in WHAT now. $1.7trln market cap company To do what with it 😂 get announced get faded immediately https://t.co/V97hj5BANm get announced get faded immediately https://t.co/V97hj5BANm"  
[X Link](https://x.com/philoinvestor/status/2021674246666154255)  2026-02-11T19:54Z [----] followers, [---] engagements


"$GOOG confirms it. "Im willing to go bankrupt rather than lose this race. Google cofounder Larry Page on the AI spending race Sometimes you should believe what people say. https://t.co/D91DaCRCyT "Im willing to go bankrupt rather than lose this race. Google cofounder Larry Page on the AI spending race Sometimes you should believe what people say. https://t.co/D91DaCRCyT"  
[X Link](https://x.com/philoinvestor/status/2021674904937242710)  2026-02-11T19:57Z [----] followers, [----] engagements


"NARRATIVE FOLLOWS PRICE. If you expect to get a GOOD price the narrative has to be shit out there. Don't get it twisted. The money comes from your variant perception. That presupposes you have one first. Take the narrative on $DUOL right now it's easy. Scroll FinTwit have a look at the chart. Then study the business by yourself. Use your findings to value the company. Range of outcomes optionality etc. Compare the two. What do you get https://twitter.com/i/web/status/2021701149477531986 https://twitter.com/i/web/status/2021701149477531986"  
[X Link](https://x.com/philoinvestor/status/2021701149477531986)  2026-02-11T21:41Z [----] followers, [---] engagements


"Megacaps announcing pause in AI capex How Are they all going to hold hands and go on TV and say "PEOPLE WE WERE STUPID WE ARE CUTTING BACK ON AI CAPEX BY 80% AS OF TOMORROW" No the market needs to punish their stock valuations first and then they will react. See reply tweet"  
[X Link](https://x.com/philoinvestor/status/2022447008796082397)  2026-02-13T23:05Z [----] followers, [----] engagements


"$AMZN is now a sum of parts play $AMZN under $200 feels like $GOOGL at $160. And dont forget $AMZN stake in Anthropic is now worth $60.6 billion. $AMZN under $200 feels like $GOOGL at $160. And dont forget $AMZN stake in Anthropic is now worth $60.6 billion"  
[X Link](https://x.com/philoinvestor/status/2022469188166557880)  2026-02-14T00:33Z [----] followers, [----] engagements


"Creative Destruction / Race to the Bottom. $AMZN etc"  
[X Link](https://x.com/philoinvestor/status/2022614973407449239)  2026-02-14T10:12Z [----] followers, [----] engagements


"$FIG down 83% since posting this. Views: [--] https://youtu.be/JKaOhnmd-c8si=WBPPCRzd_JD-03pE https://youtu.be/JKaOhnmd-c8si=WBPPCRzd_JD-03pE"  
[X Link](https://x.com/philoinvestor/status/2018992290707222834)  2026-02-04T10:17Z [----] followers, [----] engagements


"Me: OpenAI is raising at a trillion but losing $16bln a year. Sam: The Dow is at 50K"  
[X Link](https://x.com/philoinvestor/status/2021913989941444676)  2026-02-12T11:47Z [----] followers, [---] engagements


"$CRWV NOT ONLY is CoreWeave effectively an off-balance sheet arrangement for Hyperscalers. But the company doesn't even get PAID for the compute that they produce (at a loss mind you) SHOW YOUR WORKINGS 👇 - $2.2bln in Revenue for H1 [----] - Accounts Receivable Dec 31st [----] at $416.5mln - Accounts Receivable H1 [----] at $1.94bln - Netting off the two gives you an - increase of $1.524bln in the absolute AR figure Therefore a $1.5bln increase in AR in a [--] month period which reported sales of $2.2bln. -- That simply means the company got paid 32cents for every dollar of revenue it booked during"  
[X Link](https://x.com/anyuser/status/1955747088613937264)  2025-08-13T21:43Z [----] followers, 64.8K engagements


"UK-listed stocks that are uncorrelated to the AI hype. I own all four of them right now. #InterestingRiskReward Dr. Martens $DOCS.L Iconic brand rebooting. Expanding beyond boots overhauling distribution. Post-IPO collapse may be overdone. 🥾 Fever-Tree $FEVR.L Premium mixer leader trading at [--] sales after a brutal slump. Supply issues easing growth runway intact. Robust to weakening alcohol consumptions per capita 😉 Greggs $GRG.L The UKs fast-food royalty. Efficiency and expansion levers ahead. Still cheap for its moat. King of the Sausage Roll 👑 Clarksons $CKN.L Shippings quiet"  
[X Link](https://x.com/anyuser/status/1977654691715510629)  2025-10-13T08:36Z [----] followers, 11.2K engagements


"$WTIC Saudi got the message. Cutting back on mega projects and rationalising the investment not the rumours are official. They tried to build it all in one swoop painfully realising it doesn't work that way. But that's not all - Saudi is preparing for an oil price war against (FIRST and foremost) the other OPEC+ members that fell out of line. (They see it as a discipline building exercise) This is one of the [--] major risks we flagged in the end-of-year [--] Worries for [----] piece: https://www.philoinvestor.com/p/3-worries-for-2026-and-their-analogies Saudi Aramco - pristine balance sheet"  
[X Link](https://x.com/philoinvestor/status/2016465183229575337)  2026-01-28T10:55Z [----] followers, [----] engagements


"@Etienneffm More frees more paids more ARPU. More sales and a greater profits. Duo is def not terminal rn growth is stellar. Duo waiting for the vibe coded version of himself"  
[X Link](https://x.com/philoinvestor/status/2021896586222055776)  2026-02-12T10:38Z [----] followers, [--] engagements


"@LongShortTrader Einhorn/Greenlight/AROD"  
[X Link](https://x.com/philoinvestor/status/2021899126942867891)  2026-02-12T10:48Z [----] followers, [---] engagements


"@Ian46282541 Is this unrealised capital gains tax thing only for listed equities"  
[X Link](https://x.com/philoinvestor/status/2022305075155104175)  2026-02-13T13:41Z [----] followers, [--] engagements


"@david_katunaric 🎯"  
[X Link](https://x.com/philoinvestor/status/2022316396277883289)  2026-02-13T14:26Z [----] followers, [---] engagements


"*CLAUDE MAX USER CLONES YOUTUBE ON HIS MACBOOK AIR IN [--] MINUTES *ANALYSTS TURN SUPER BEARISH ON $GOOG *QUOTE: "AI DISRUPTION EXPECTED TO WEIGH ON ALPHABET""  
[X Link](https://x.com/philoinvestor/status/2021941489333338381)  2026-02-12T13:36Z [----] followers, [---] engagements


"@Ian46282541 Creation of private co that will get the margin. You mean they will start to implement any measures to skim off the value off the public co towards private firms right"  
[X Link](https://x.com/philoinvestor/status/2022228331610120288)  2026-02-13T08:36Z [----] followers, [---] engagements


"@k_ristovski @david_katunaric Cool and my point is this: 1) They can do it if they want and 2) It's stupid to apply such a heavy tax on listed stocks and leave non-listed shares out of it. Good luck to the Dutch this is a major fuck up. You FA with capitalism and you FO soon enough"  
[X Link](https://x.com/philoinvestor/status/2022657762791223726)  2026-02-14T13:02Z [----] followers, [--] engagements


"You need to be a philosopher to make it in markets make no mistake. cc: @Trader_Dante"  
[X Link](https://x.com/philoinvestor/status/1975148024545628522)  2025-10-06T10:36Z [----] followers, 19.9K engagements


"*MICHAEL BLOOMBERG SAID TO WRITE DOWN HIS NET WORTH BY 50% BECAUSE AI"  
[X Link](https://x.com/philoinvestor/status/2021668053096759347)  2026-02-11T19:29Z [----] followers, 155K engagements


"@TheStalwart When it went from $35 to $120 did aliens steal tons of Silver and take it back with them to their planet"  
[X Link](https://x.com/philoinvestor/status/2022076873174552712)  2026-02-12T22:34Z [----] followers, [---] engagements


"Are the Dutch on the hook for UNREALIZED capital gains tax now If so thoughts"  
[X Link](https://x.com/philoinvestor/status/2022211514502144339)  2026-02-13T07:29Z [----] followers, [----] engagements


"Down 57% in the last year. $SNAP Evan Spiegel sold $1.7bln worth of stock in the past [--] years though. Still owns 30mln shares"  
[X Link](https://x.com/philoinvestor/status/2022448362809872751)  2026-02-13T23:10Z [----] followers, [----] engagements


"$AVGO P/E 70X $NVDA P/E 30X This makes no sense at all"  
[X Link](https://x.com/philoinvestor/status/2022634519233466691)  2026-02-14T11:30Z [----] followers, [---] engagements


"@k_ristovski @david_katunaric I didn't realise Private Equity owned every single SME in the Netherlands"  
[X Link](https://x.com/philoinvestor/status/2022654180725526755)  2026-02-14T12:48Z [----] followers, [--] engagements


"Another rout in the market today because of: 1) name 2) your 3) reason. - Worries include excessive capital spending - Microsoft pulling back even more from OpenAI - Softbank casts doubt on their OpenAI investment I dusted off our model (see image) of the Techno-Imperial Cycle and started to write a follow up piece. Dumbed Down Conclusion: The cycle may now go in reverse as the market penalises AI and AI Capex if proof of ROI is not *solid*. But OAI still wants to solidify their balance sheet and IPO its all part of their grand strategy. As discussed in Zooming out on AI."  
[X Link](https://x.com/philoinvestor/status/2022073348898140223)  2026-02-12T22:20Z [----] followers, [----] engagements


"@k_ristovski @david_katunaric I don't see why this won't be applied to PE. They can force sponsors to approximate value creation by year market or no market and charge the partners on that Boom"  
[X Link](https://x.com/philoinvestor/status/2022628204154908894)  2026-02-14T11:05Z [----] followers, [--] engagements


"It's not the multiple that makes it cheap or expensive here you need more context than that. What if Sales go up by 10X with major contribution margins to the bottom line It's about range of outcomes don't you agree I touched on that optionality in my first piece on $DUOL here: free for all now https://www.philoinvestor.com/i/51156687/back-of-the-envelope https://www.philoinvestor.com/i/51156687/back-of-the-envelope"  
[X Link](https://x.com/philoinvestor/status/2022660273505542583)  2026-02-14T13:12Z [----] followers, [---] engagements


"Am I missing any important events for $OKLO"  
[X Link](https://x.com/philoinvestor/status/2022689884465697198)  2026-02-14T15:10Z [----] followers, [---] engagements


"@concodanomics She must work for the goldman sachs"  
[X Link](https://x.com/anyuser/status/1769393924991262789)  2024-03-17T16:02Z [----] followers, [----] engagements


"@TikTokInvestors Legit whenever someone signs off a trade with STAY POOR - you know he's gonna get REKT. Soon or later"  
[X Link](https://x.com/anyuser/status/1780329265789063458)  2024-04-16T20:15Z [----] followers, 11.5K engagements


"What happened to the crude oil supercycle"  
[X Link](https://x.com/anyuser/status/1789311656410898856)  2024-05-11T15:08Z [----] followers, 10.2K engagements


"*Burberry set to re-enter FTSE [---] in major milestone after share price doubles. $BRBY.L"  
[X Link](https://x.com/philoinvestor/status/1892897737034646016)  2025-02-21T11:22Z [----] followers, [---] engagements


"Some past-my-bedtime thoughts on the AI business and shifting dynamics. $MSFT $AMZN $GOOGL $ORCL $BABA etc. Chat GPT has 400mln total users and about 10mln paid ones. Most of the paid ones use it for things that other Chatbots can/will be able to do as well. So competition will only go up Chat GPT is not irreplaceable. Naturally as total users go up for AI apps like Chat GPT and others - demand for Data Centers goes up. Question is who is footing that bill Because we know Chat GPT isn't profitable. I talked in my piece on $MSFT last year about how the business model at Microsoft has been"  
[X Link](https://x.com/anyuser/status/1897803880676704410)  2025-03-07T00:17Z [----] followers, 17.3K engagements


"@walter_schloss HAHA legendary. Ok awesome - do you mind sharing some of your successful past investments and also how you define "deep value""  
[X Link](https://x.com/philoinvestor/status/1932119059732033916)  2025-06-09T16:54Z [----] followers, [--] engagements


"Wise 5.1% owner urges shareholders to BLOCK US listing. $WISE.L https://www.ft.com/content/e7163b8e-2648-4501-96ab-2fcf4b5614f5 https://www.ft.com/content/e7163b8e-2648-4501-96ab-2fcf4b5614f5"  
[X Link](https://x.com/philoinvestor/status/1947220125704142904)  2025-07-21T09:00Z [----] followers, [---] engagements


"AI Hype meets economic reality: Thoughts on potential bust scenaria"  
[X Link](https://x.com/anyuser/status/1952271816250064923)  2025-08-04T07:34Z [----] followers, 34.2K engagements


"Note that for every 1% that $PLTR goes up - the valuation adds 1X Annual Sales. Read that again"  
[X Link](https://x.com/philoinvestor/status/1953831547771007428)  2025-08-08T14:51Z [----] followers, [----] engagements


"$NQ Any chance we re-test the [----] lows again What underpinned this cycle: - Multiple Expansion (look at $AAPL) - Expectations of AI driving valuation premiums - Massive capex by Hyperscalers and Big Tech $AMZN $GOOG - That benefitted companies like $NVDA - But also beneffited the hyperscalers themselves. - Partially via self-funded demand as $MSFT and $NVDA became their own catalyst: - $MSFT backstopped Open AI's compute and gave all of us a free ticket to play on AI -- AI Cloud Growth - But also "demand" backstopped by VC and SWF money that allowed AI companies run at losses while they try"  
[X Link](https://x.com/philoinvestor/status/1955018018775502878)  2025-08-11T21:26Z [----] followers, 24.6K engagements


"@BoringBiz_ Ask me the dumbest things multi-decade working experience pros have told me and you got yourself a banger"  
[X Link](https://x.com/anyuser/status/1956077190313120221)  2025-08-14T19:35Z [----] followers, 78K engagements


"PROBABLY *NOT* 10X IN [--] YEARS 1- $OSCR 2- $HIMS 3- $NBIS 4- $DUOL 5- $SOUN 6- $EOSE 7- $IREN 8- $ASTS 9- $OKLO 10- $ONDS 11- $ACMR 12- $ADUR 13- $ACHR 14- $TEM 15- $TMDX 17- $RKLB 18- $ABCL 19- $JOBY 20- $NVTS"  
[X Link](https://x.com/anyuser/status/1959692079204016185)  2025-08-24T18:59Z [----] followers, 11.5K engagements


"@rachinkalakheti"  
[X Link](https://x.com/anyuser/status/1966591181933994122)  2025-09-12T19:54Z [----] followers, [----] engagements


"Down 35% since this but still not there. $FIG $18bln for Figma is still too much especially considering one can buy NED Stock #8 for considerably less. Sending out in a few minutes. Value Trap ❌ Great Business Trap ✅ 1/ Figma $FIG cannot be called a value trap because the numbers do not superficially show that it's "value". But from what I hear and see it's a "great business" trap. People trying to find analogies between Figma and other stocks that https://t.co/8U0iGpak8z Value Trap ❌ Great Business Trap ✅ 1/ Figma $FIG cannot be called a value trap because the numbers do not superficially"  
[X Link](https://x.com/philoinvestor/status/1993958306227081361)  2025-11-27T08:21Z [----] followers, [----] engagements


"@breadcrumbsre $URBN did a few of those swings too"  
[X Link](https://x.com/philoinvestor/status/2010080144535498839)  2026-01-10T20:03Z [----] followers, [----] engagements


"Georgi Dinkov @haidut - Interesting Interview. Vaccines mRNA therapies the Pfizer Pill Cancer and #Cannabis Stocks #transhumanism sleep fatigue and much more in this not to be missed interview. https://philoinvestor.substack.com/p/georgi-dinkov-interesting-interviewr=tf4me&utm_campaign=post&utm_medium=web https://philoinvestor.substack.com/p/georgi-dinkov-interesting-interviewr=tf4me&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1473772070148493312)  2021-12-22T21:46Z [----] followers, [--] engagements


"@Orwells_Ghost_ When you have 520K followers(especially) you are the content. Twitter is the platform. The platform is the medium not the content owner. This is unacceptable. ⛳⛳⛳"  
[X Link](https://x.com/anyuser/status/1476248926986645504)  2021-12-29T17:49Z [----] followers, [---] engagements


"1/ Gonna drop some wisdom for my shipping friends and all supply-chain observers out there. The preamble: - Box ships are enjoying ultra high profits (for once) at the moment due to port congestions etc. - Owners are ordering MORE box ships. 🤦🏻♂"  
[X Link](https://x.com/anyuser/status/1491727508147945472)  2022-02-10T10:55Z [----] followers, [--] engagements


"First ShipTwit space hosted by @philoinvestor and @ed_fin was a massive success ⚓ Input from @agnostoxxx @ardaarkun @AQR1485 @valley_llama et al. Talk of $FRO $ENAV $DHT $SB $NMM and the Navios complex and then escalated to coal and offshore drilling $ARCH $AMR $VAL etc. https://t.co/Ls62UmMQTV https://t.co/Ls62UmMQTV"  
[X Link](https://x.com/anyuser/status/1512668017393557506)  2022-04-09T05:45Z [----] followers, [--] engagements


"Massive thanks to @mfwarder and @ardaarkun for co-hosting this CoalTwit spaces with me. 🙏🙏 A lot of technical information and info was shared and thankfully we were recording Feel free to listen in if you missed it. https://x.com/i/spaces/1BdxYwRgMjoGXs=20 https://x.com/i/spaces/1BdxYwRgMjoGXs=20"  
[X Link](https://x.com/anyuser/status/1519442431179165697)  2022-04-27T22:24Z [----] followers, [--] engagements


"@Churgersasx Hey buddy very sorry to hear about this. Even though it may not feel that way right now - I can guarantee you will become a much better investor because of this. Please DM me your email and I will give you [--] months complimentary subscription on Philoinvestor 🫶🦉"  
[X Link](https://x.com/anyuser/status/1549338768326496258)  2022-07-19T10:22Z [----] followers, [--] engagements


"This business is filled with big egos. Don't have a big ego have a STRONG ego. It's not the same. 🦉"  
[X Link](https://x.com/anyuser/status/1569751867659517952)  2022-09-13T18:16Z [----] followers, [--] engagements


"A lot of chatter that Deutsche Bank and/or Credit Suisse are going under. So I cracked open those Pillar 3's and started taking notes. $DB $CS A thread🧵👇"  
[X Link](https://x.com/anyuser/status/1576284092450365441)  2022-10-01T18:53Z [----] followers, [---] engagements


"Windfall tax your own producers and buy from Qatar. LFG. BREAKING: Qatar has agreed to a 15-year contract to supply Germany with liquified natural gas BREAKING: Qatar has agreed to a 15-year contract to supply Germany with liquified natural gas"  
[X Link](https://x.com/anyuser/status/1597539491765706754)  2022-11-29T10:34Z [----] followers, [---] engagements


"I have just heard that Dr. Ray Peat passed on Thanksgiving Day. I discovered Ray [--] years ago and spent thousands of hours studying his teachings. He had a profound impact on my life. RIP Ray"  
[X Link](https://x.com/anyuser/status/1598393935961165825)  2022-12-01T19:09Z [----] followers, [--] engagements


"💥💥💥The massive drop in Dutch TTF (EU gas prices) is all the rage these days. Sure this is great for those consuming gas in Europe and a big win for EU politicians - but there is more than what meets the eye. 👀 A thread 🧵🦉 EU natural gas prices have fallen by close to 40% over the last week so that they are now nearly back to the level before Russia's invasion of Ukraine in late February. https://t.co/TC6nUkkdXu EU natural gas prices have fallen by close to 40% over the last week so that they are now nearly back to the level before Russia's invasion of Ukraine in late February."  
[X Link](https://x.com/anyuser/status/1610622224041377792)  2023-01-04T13:00Z [----] followers, 55.1K engagements


"@marketplunger1 Le Shrub @agnostoxxx for [---] reasons but I'll offer just one here: He reasons by inversion 👇 -Don't Be Stupid -Stay in the Game -Preservation of Capital comes first etc. 🌳"  
[X Link](https://x.com/anyuser/status/1615400302043353088)  2023-01-17T17:26Z [----] followers, [----] engagements


"Look screw your fine print and your prospectuses. Switzerland nationalised $CS but just paid shareholders a few billion to STFU so they won't have legal and political backlash. What happened was not about legal documents it was about TRUST - and it blew up"  
[X Link](https://x.com/anyuser/status/1638088792178343936)  2023-03-21T08:02Z [----] followers, 13.4K engagements


"Philo's [---] under [---] just dropped Underfollowed FinTwit accounts inside. Check them out / find out if you're in. https://philoinvestor.substack.com/p/philos-100-under-100sd=pf https://philoinvestor.substack.com/p/philos-100-under-100sd=pf"  
[X Link](https://x.com/anyuser/status/1649049026074148864)  2023-04-20T13:55Z [----] followers, [----] engagements


"Excerpt from "On Value Investing - Part One" on Philoinvestor Example One First-level thinking says this company is selling for 32x earnings and is therefore expensive. Second-level thinking says this is a low capex platform type business which is in the early days of its growth stages and margins are currently compressed. Maybe there is value here regardless of its high earnings multiple. Example Two First-level thinking says the shipping sector is in the doldrums and companies cant even make debt payments. Its not the time to invest now. Second-level thinking says shipping freight rates"  
[X Link](https://x.com/anyuser/status/1667668212379467786)  2023-06-10T23:01Z [----] followers, [----] engagements


"How is Vermilion Energy doing since last summer $VET $VET.TO Stocks is down 60% since its August [----] peak. Well share price exploded because of the rise in European gas prices and the mean cash generative machine that Vermilion became because of it. But then things reversed. Here's some context on what the EU did to "save the system" when TTF and power futures were moving parabolic and basically self-reinforcing each other: Reduction in EU Gas prices AND windfall taxes caused a sharp reversal in Vermilion Energy valuation.and a lot of angry owners Here's what I had to say in my January"  
[X Link](https://x.com/anyuser/status/1673264820756291584)  2023-06-26T09:39Z [----] followers, 19.7K engagements


""Its easy when stocks rise. The ascending stock price validates the business. Its hard when stocks drop because you have to rely on your work to validate the business. Conviction isnt proven on the mountaintop its proven in the valley." -Ian Cassel @iancassel"  
[X Link](https://x.com/anyuser/status/1680200423150350338)  2023-07-15T12:59Z [----] followers, 13.4K engagements


"The beauty of investing is [----] investors can be in the same great stock-company and their returns will be dramatically different. Finding a great company isn't even half the battle. Time horizon matters. Temperament matters. Conviction matters. Price paid still matters. -Ian Cassel @iancassel"  
[X Link](https://x.com/anyuser/status/1688309250458574848)  2023-08-06T22:01Z [----] followers, 42.1K engagements


""The more you worry about the next quarter the more you are not investing for the right reasons. Think in years not quarters." -Ian Cassel @iancassel"  
[X Link](https://x.com/anyuser/status/1689416027514327040)  2023-08-09T23:19Z [----] followers, 11.2K engagements


"Full Force 🤦♂ ISRAELI DEFENCE MINISTER GALLANT: WE WILL CHANGE REALITY ON THE GROUND IN GAZA FOR THE NEXT [--] YEARS. WHAT WAS BEFORE WILL BE NO MORE. WE WILL OPERATE AT FULL FORCE ISRAELI DEFENCE MINISTER GALLANT: WE WILL CHANGE REALITY ON THE GROUND IN GAZA FOR THE NEXT [--] YEARS. WHAT WAS BEFORE WILL BE NO MORE. WE WILL OPERATE AT FULL FORCE"  
[X Link](https://x.com/anyuser/status/1710728364254761380)  2023-10-07T18:46Z [----] followers, 87.4K engagements


"Shrub was right. Twitter did not manage to agree on this. No names of countries or peoples were mentioned in this tweet. Only THREE FIRST PRINCIPLES that most could not agree on. Whenever your own are killed they are animals and terrorists. Whenever your own kill they had no other choice. Lets establish some basic principles: Kidnapping children = Bad Raping women = Bad Killing people = Bad If we cant even agree on this then theres no hope 😪 Lets establish some basic principles: Kidnapping children = Bad Raping women = Bad Killing people = Bad If we cant even agree on this then theres no"  
[X Link](https://x.com/anyuser/status/1711282817861095627)  2023-10-09T07:29Z [----] followers, 41.9K engagements


"@DD_Geopolitics car explode passport no explode"  
[X Link](https://x.com/anyuser/status/1727433956847738925)  2023-11-22T21:08Z [----] followers, [----] engagements


""I only buy blue chips and I want a steady 10% a year.""  
[X Link](https://x.com/anyuser/status/1760266267041148936)  2024-02-21T11:32Z [----] followers, 76.2K engagements


"-$FTCHF shares still trading. -Farfetch hasn't released their Q3 results. -Jos hasn't spoken to shareholders. -The Ad-Hoc group is suing everyone. -Media and Farfetch staff says 30% of them will be fired. -Brands are distancing themselves from Farfetch. -No one wants to work with $COUP. -Reminder that $FTCH management guided for positive free cash flow within the year and was "comfortable" with their balance sheet. -Both Farfetch and Coupang have PwC as their auditors. -Previous CFO of FTCH Elliot Jordan disappeared into the sunset just before the debacle. -The new CFO was in the States"  
[X Link](https://x.com/anyuser/status/1763528589398483067)  2024-03-01T11:35Z [----] followers, [----] engagements


"Markets trying to catch up to the Semi/AI rush taking the NQ100 for the ride. Blow-out quarters will turn to blow-down quarters and then what The FOMO is real and the price sets the narrative. In the same way you sold the bottom (because you were bearish you will buy the top (because of the fundamentals). If you bought much lower good for you. But this post isn't for you. This is for those that think they have an edge buying now just because lines are moving up. First-level thinking says: AI will replace humans one day and actually human productivity goes up massively with the use of AI"  
[X Link](https://x.com/anyuser/status/1763728127719510159)  2024-03-02T00:48Z [----] followers, 50.3K engagements


"31 must-follow accounts to celebrate [----] subscribers on Philoinvestor 🦉🙏 @SheepTrades @Stock_Inf0 @ReturnsJourney @Invesquotes @concodanomics @agnostoxxx @rossiadam @HiddenValueGems @SixSigmaCapital @InvestmentTalkk @KailashConcepts @valuepunks @ValueSituations @stwboerse @qcapital2020 @kakashiii111 @SamanthaLaDuc @IggyOnInvesting @nyugradsubstack @oguzerkan @Pete__Panda @gave_vincent @marketplunger1 @ValueStockGeek @CapitalValor @CasinoCapital @respeculator @KlendathuCap @ed_fin @BradMunchen @YellowLabLife"  
[X Link](https://x.com/anyuser/status/1764762279529050147)  2024-03-04T21:18Z [----] followers, [----] engagements


"THE STORY OF HOW TWO MAJOR SURGERIES COULDN'T STOP ME. [--] years ago I had a massive injury to my left arm which required surgery. I was in cast for 3+ months and then needed months of physio on top to get back. My low metabolism and lack of activity caused me to stack up the pounds while my physique dwindled. By the time I got back some of my momentum Covid struck. Markets research and building Philoinvestor meant I had no time for myself and the fit body I had for years started to fade even more. Months later I managed to make the time to train and eat better - and I was slowly finding my"  
[X Link](https://x.com/anyuser/status/1770800286380015950)  2024-03-21T13:11Z [----] followers, 12.6K engagements


"Charlie Munger Giveaway 📘🎁 It has been a year since the passing of Charlie Munger. To celebrate his life and timeless teachings I am giving away my copy of Poor Charlie's Almanack which I bought in [----]. To enter: [--] Follow @philoinvestor [--] Retweet this post [--] Reply that you're in I will let it run for [--] days then extract all eligible participants (those that comply with [--] and [--] above) and run them through an online random picker to find the winner"  
[X Link](https://x.com/anyuser/status/1862002228820582759)  2024-11-28T05:15Z [----] followers, 26.4K engagements


"Putting this to bed once and for all. $RIG This is down 60% since I wrote about it. I tried to explain as best I could why I thought the setup there was a value trap with negative optionality. But dogmatism and over-simplicity run strong in markets I doubt anyone paid attention. Meanwhile people with no serious knowledge of cyclical commodity-related capital-intensive businesses were deified on this platform simply because they talked confident and set sky-high targets. Also note it's not the OUTCOME that makes me right here. It was my process and so I ask you once more read the piece to"  
[X Link](https://x.com/anyuser/status/1896904851277169148)  2025-03-04T12:45Z [----] followers, [----] engagements


"$META's numbers look amazing - until you follow the cash"  
[X Link](https://x.com/anyuser/status/1950947414010970346)  2025-07-31T15:51Z [----] followers, 20.1K engagements


"$AAPL is not worth $3 trillion. Peter Lynch wouldn't even buy it at $1.5 trillion"  
[X Link](https://x.com/anyuser/status/1952876550858391874)  2025-08-05T23:37Z [----] followers, 32.4K engagements


"$4.5 trillion for THIS I never got the hype. $NVDA"  
[X Link](https://x.com/anyuser/status/1955545137314210098)  2025-08-13T08:21Z [----] followers, 16K engagements


"(Super short) Risk/Reward on the Mag [--] 👇 [--]. $AAPL no growth in the iPhone and Services under threat [--]. $MSFT lost Mobile Search and Social became capital-intensive selling a commodity (i.e. compute) [--]. $AMZN is a hyperscaler with an online retail side-gig selling for 35X EBIT [--]. $GOOGL search and ad monopoly getting DOJ antitrust sued while it loses share to AI [--]. $NVDA is selling for 50x peak-cycle peak-margins and is now losing China [--]. $META is spending billions in AI and we really dont know why (Metaverse redux) [--]. $TSLA .anyway"  
[X Link](https://x.com/anyuser/status/1957748038736150583)  2025-08-19T10:14Z [----] followers, 52.1K engagements


"$BABA develops and announces new AI Chip to fill in the hole left by the Americans. Seems $NVDA's hopes of selling the H20 or whatever version of it into China are now buried. The Chinese are serious x serious in this race and they will not be threatened by the likes of Howard Lutnick et fam"  
[X Link](https://x.com/anyuser/status/1961381783359926677)  2025-08-29T10:53Z [----] followers, 35.2K engagements


"Two women sitting next table from me at a hotel. Lululemon shorts and Lululemon shirts both of them. I had to ask I walked up and explained the issue with $LULU - and mentioned Alo and Vuori. They were very open to sharing their thoughts. The one said that Vuori is great and that she buys her husband Vuori and that Alo is also great. She said the feel of Vuori is great and all that. I said. but is there room for both LULU and Vuori She said yeees of courseee. The one was wearing $ONON shoes and the other $NKE. The latter said she wouldn't change Nike and the former didn't comment much on her"  
[X Link](https://x.com/anyuser/status/1966023410061918241)  2025-09-11T06:18Z [----] followers, 66.7K engagements


"Please daddy please Son: Can I have Warner Bros Discovery too Dad: Son you already got $PARA Paramount. You said thats all you wanted. Son: But daaad if you buy me $WBD too and I play with both I could yield major power in Hollywood. I could actually attack $NFLX Netflix head-on Son: And merging them would create enormous scale economies. Billions to the bottom line. BILLIONS DADDY Dad: Oracle did go up by a quarter of trillion dollars the other day just on the Open AI agreement that we announced LOL Dad: Oh well I guess you can have Warner Bros too soon Son: Oh daddy Im SO happy right now"  
[X Link](https://x.com/anyuser/status/1966402841750151606)  2025-09-12T07:25Z [----] followers, 19.3K engagements


"AMD x OAI (x NVDA) $AMD $NVDA "Having a common cause with my enemy makes him my friend." -Jensen Huang probably Thats exactly what happened between Nvidia AMD and OpenAI today. Let me explain my thoughts on the dynamics of this deal and what it means for this phase of the "Everything AI" cycle. A short thread 🧵"  
[X Link](https://x.com/anyuser/status/1975513420624462079)  2025-10-07T10:47Z [----] followers, 18.7K engagements


"$AAPL Selling for $3.43trln. FY [----] Net Income at $94bln so 34X Earnings. Yet no growth. In fact PRODUCTS had a negative growth saved by Services"  
[X Link](https://x.com/philoinvestor/status/1852092056673665177)  2024-10-31T20:55Z [----] followers, 122.4K engagements


"COREWEAVE $CRWV: An incredible growth story. Coreweave managed to 10X its revenues in one year after having 10X'd them the year before too. BUT HOW 1) Massive outside capital. The company has been raising all sorts of capital having almost took in $10bln in the past [--] years. 2) By closing AI Cloud deals with major customers. In many cases those major customers are major shareholders too. (The AI industry continues its round-tripping tactics reducing transparency for stakeholders in the process.) P.S. Remember when Satya Nadella said that he loves leasing 3rd party capacity in the Dwarkesh"  
[X Link](https://x.com/philoinvestor/status/1904544270184292362)  2025-03-25T14:41Z [----] followers, 56.9K engagements


"Equity leverage + Debt Leverage + (watch to reveal) = AI BUBBLE $NVDA $MSFT $CRWV etc. *Video is super simplified"  
[X Link](https://x.com/philoinvestor/status/1958505792954351690)  2025-08-21T12:25Z [----] followers, 27.9K engagements


"Oracle X Open AI deal is all hype and no substance. (I explain in the video why I think this is the peak) But it still gave $ORCL $250bln in valuation. besides that's what the game is about not ROI. See the reply tweets for more context. cc: @agnostoxxx thanks for the BS-O-METER Shrub"  
[X Link](https://x.com/philoinvestor/status/1966274108099899662)  2025-09-11T22:54Z [----] followers, 27K engagements


"My go-to short bucket when the AI tide turns. $PLTR real biz unreal multiple overhyped future $NVDA the central bank of AI bound to drop $ORCL boomer proxy renting GPUs at a loss $AMD effectively an OpenAI proxy now $CRWV grifty and over-levered hyperscaler sidecar $NBIS AI infra but without the enterprise customers Each stock has a different story ADR and volatility so I will pick choose and trade accordingly"  
[X Link](https://x.com/philoinvestor/status/1976001988790792690)  2025-10-08T19:09Z [----] followers, 45.6K engagements

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