#  @pradeeepk MacroValue MacroValue posts on X about $avgo, $amzn, $googl, $rrc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::70070176/interactions)  - [--] Week [-------] +310% - [--] Month [-------] +204% - [--] Months [---------] +433% - [--] Year [---------] +239% ### Mentions: [--] [#](/creator/twitter::70070176/posts_active)  - [--] Week [--] +21% - [--] Month [---] +51% - [--] Months [---] +140% - [--] Year [---] +40% ### Followers: [-----] [#](/creator/twitter::70070176/followers)  - [--] Week [-----] +2.90% - [--] Month [-----] +7.50% - [--] Months [-----] +16% - [--] Year [-----] +19% ### CreatorRank: [-------] [#](/creator/twitter::70070176/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 85.81% [technology brands](/list/technology-brands) 29.05% [cryptocurrencies](/list/cryptocurrencies) 16.22% [finance](/list/finance) 10.14% [gaming](/list/gaming) 2.03% [countries](/list/countries) 1.35% [automotive brands](/list/automotive-brands) 1.35% [fashion brands](/list/fashion-brands) 1.35% [social networks](/list/social-networks) 1.35% [us election](/list/us-election) 0.68% **Social topic influence** [$avgo](/topic/$avgo) #71, [$amzn](/topic/$amzn) #150, [$googl](/topic/$googl) 10.14%, [$rrc](/topic/$rrc) 7.43%, [gme](/topic/gme) 7.43%, [ai](/topic/ai) 4.73%, [$meta](/topic/$meta) #880, [meta](/topic/meta) 4.73%, [$eqt](/topic/$eqt) 4.05%, [$nvda](/topic/$nvda) #1311 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@jespabe](/creator/undefined) [@0xmountain](/creator/undefined) [@zh34837](/creator/undefined) [@madcap_cap](/creator/undefined) [@daveyjuice](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@semianalysis](/creator/undefined) [@eyesigh558](/creator/undefined) [@carl_invests](/creator/undefined) [@greenpipstrade](/creator/undefined) [@mirsblog](/creator/undefined) [@satyanadella](/creator/undefined) [@arronwei3n](/creator/undefined) [@donkingtrader](/creator/undefined) [@michaelfritzell](/creator/undefined) [@zerohedge](/creator/undefined) [@warrenpies](/creator/undefined) [@pcdunham](/creator/undefined) [@blackrock](/creator/undefined) **Top assets mentioned** [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Range Resources, Corp. (RRC)](/topic/$rrc) [Metadium (META)](/topic/$meta) [EQT, Corp. (EQT)](/topic/$eqt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Netflix Inc (NFLX)](/topic/$nflx) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Microsoft Corp. (MSFT)](/topic/$msft) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [DarkShield Games Studio (DKS)](/topic/$dks) [Dillards Inc. (DDS)](/topic/$dds) [Oracle Corporation (ORCL)](/topic/$orcl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Foot Locker, Inc. (FL)](/topic/$fl) [Reddit, Inc. (RDDT)](/topic/reddit) [Coldstack (CLS)](/topic/$cls) [Intel Corporation (INTC)](/topic/$intc) [2131KOBUSHIDE (21)](/topic/$21) [Schlumberger NV (SLB)](/topic/$slb) [Concentrix Corporation Common Stock (CNXC)](/topic/$cnxc) [Cryptonex (CNX)](/topic/$cnx) [Genuine Parts Company (GPC)](/topic/$gpc) [VF Corp (VFC)](/topic/$vfc) ### Top Social Posts Top posts by engagements in the last [--] hours "$GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Almost 100% of [----] TPUs will be supplied by $AVGO Mediatek only expects $1bio ASIC revenue for [----] that too in 4Q" [X Link](https://x.com/pradeeepk/status/2019163427554619678) 2026-02-04T21:37Z [----] followers, [----] engagements "$CLS is the primary supplier of TPU servers to $GOOGL Servers are booked under CCS Enterprise Segment CLS doesnt build $NVDA or other XPU servers & thus CCS enterprise is primarily TPU CLS Q4 inflected for +57% QOQ & Q1 guide is 100%+ YOY driven by next-gen AI/ML compute with a large hyperscales aka Ironwood at $GOOGL $AVGO is sole partner for Ironwood & AVGO est is for same growth as last Q AVGO est are absurdly low given CLS ER & guide https://twitter.com/i/web/status/2021041215257665618 https://twitter.com/i/web/status/2021041215257665618" [X Link](https://x.com/pradeeepk/status/2021041215257665618) 2026-02-10T01:59Z [----] followers, [----] engagements "Bytedance ASIC is designed by $AVGO Plans 100k to 300k units this year BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k) https://t.co/fq2Xq4cCYq BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k)" [X Link](https://x.com/pradeeepk/status/2021552832210735205) 2026-02-11T11:52Z [----] followers, [----] engagements "Mazda 7261.T EV/EBITDA 1X" [X Link](https://x.com/pradeeepk/status/1901889547593818367) 2025-03-18T06:52Z [----] followers, 10.5K engagements "2025 +63% One of my best years Positions into [----] $AMZN $AVGO $NFLX $FDS Happy new year & All the best in 2026" [X Link](https://x.com/pradeeepk/status/2006568239468556643) 2026-01-01T03:28Z [----] followers, [----] engagements "What is your highest conviction non AI idea for [----] Mine are $NFLX & $FDS" [X Link](https://x.com/pradeeepk/status/2006630095805722803) 2026-01-01T07:34Z [----] followers, [----] engagements "$FDS PE ratio Imo they will beat and raise next Q" [X Link](https://x.com/pradeeepk/status/2008044865729515719) 2026-01-05T05:16Z [----] followers, [----] engagements "$AVGO signalled AI backlog has increased by "10s of billions" since their results on 11Dec (1.5months ago)" [X Link](https://x.com/pradeeepk/status/2015980616685388077) 2026-01-27T02:50Z [----] followers, 51.1K engagements "Imo $AMZN AWS can put +25% yoy growth for 4Q next week" [X Link](https://x.com/pradeeepk/status/2016786864263561470) 2026-01-29T08:13Z [----] followers, [----] engagements "$INTC mentioned substrate tightness $AVGO has a new substrate plant going live in Singapore before the end of year" [X Link](https://x.com/pradeeepk/status/2017072100067201521) 2026-01-30T03:07Z [----] followers, [----] engagements ""Claude [--] Will Probably Launch In Q1" Probably trained on $AMZN Trainium at rainier DC" [X Link](https://x.com/pradeeepk/status/2018441781411746201) 2026-02-02T21:49Z [----] followers, [---] engagements "From $LITE call on acceleration in [---] tpbs transreceivers orders Reads well for $AVGO networking backlog $AVGO is the only one with [---] tpbs switch silicon" [X Link](https://x.com/pradeeepk/status/2018881171292360765) 2026-02-04T02:55Z [----] followers, [----] engagements "$GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Just buy $AVGO" [X Link](https://x.com/pradeeepk/status/2019158408784646451) 2026-02-04T21:17Z [----] followers, [----] engagements "*ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $LITE optical circuit switch (OCS) backlog has multiplied $LITE optical switches is primarily used in $GOOGL TPU scale up networking Watch out for $GOOGL capex surge & $AVGO TPU orders surge https://t.co/haswebImdQ $LITE optical circuit switch (OCS) backlog has multiplied $LITE optical switches is primarily used in $GOOGL TPU scale up networking Watch out for $GOOGL capex surge & $AVGO TPU orders surge https://t.co/haswebImdQ" [X Link](https://x.com/pradeeepk/status/2019158670656041384) 2026-02-04T21:18Z [----] followers, [----] engagements "Next up watch out for $AMZN AWS on Anthropic explosion Google Cloud at a $71B run rate growing 48% YoY. HUGE jump this quarter Quarterly YoY growth trends below $GOOG https://t.co/0JLIz0drQ5 Google Cloud at a $71B run rate growing 48% YoY. HUGE jump this quarter Quarterly YoY growth trends below $GOOG https://t.co/0JLIz0drQ5" [X Link](https://x.com/pradeeepk/status/2019161094561100018) 2026-02-04T21:28Z [----] followers, [----] engagements "@davey_juice No google tpu uses optics for both scale up n out" [X Link](https://x.com/pradeeepk/status/2019207123914354801) 2026-02-05T00:31Z [----] followers, [----] engagements "100% of Gemini training & inference is on TPUs 75% $GOOGL cloud clients use TPUs $GOOGL is really moving away from $NVDA $AVGO is the best $GOOGL infra play supplying 100% TPUv7 aka ironwood in [----] "75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI agents which offers superior performance quality security and cost efficiency. These AI customers use 1.8x as many products as those who do not enabling "75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI" [X Link](https://x.com/pradeeepk/status/2019214702736552358) 2026-02-05T01:01Z [----] followers, [----] engagements "@aleabitoreddit Mediatek has guided only $1bio ASIC revenue for 2026" [X Link](https://x.com/pradeeepk/status/2019225647462379673) 2026-02-05T01:44Z [----] followers, [---] engagements "@davey_juice What % of crdo revenue in optics" [X Link](https://x.com/pradeeepk/status/2019254484661334302) 2026-02-05T03:39Z [----] followers, [---] engagements "$AMZN AWS with the highest net new ARR add again in 4Q Cloud Giants Update: AWS (Amazon): $142B run rate growing 24% YoY (last Q grew 20%) Azure (Microsoft): $103B run rate (estimate) growing 38% YoY (last Q grew 39%) Google Cloud (includes GSuite): $71B run rate growing 48% YoY (last Q grew 34% neither are cc) https://t.co/F4Eprxz3hL Cloud Giants Update: AWS (Amazon): $142B run rate growing 24% YoY (last Q grew 20%) Azure (Microsoft): $103B run rate (estimate) growing 38% YoY (last Q grew 39%) Google Cloud (includes GSuite): $71B run rate growing 48% YoY (last Q grew 34% neither are cc)" [X Link](https://x.com/pradeeepk/status/2019537225067950130) 2026-02-05T22:22Z [----] followers, [---] engagements "$AMZN results are fine Its capex surprise % is a lot smaller than $GOOGL & $META" [X Link](https://x.com/pradeeepk/status/2019710539312906361) 2026-02-06T09:51Z [----] followers, [---] engagements ".@SemiAnalysis_ $AMZN AWS sequential growth acceleration model has been mostly on point Q3 SA had 2% sequential acceleration vs 3% actual Q4 SA had 3% vs 4% actual Q1 SA has 2.6% - AWS at 27% yoy for Q1" [X Link](https://x.com/pradeeepk/status/2019750179490947146) 2026-02-06T12:29Z [----] followers, [---] engagements "$AMZN increase in capex to GP is not as stark as the rest $GOOGL $META $MSFT The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ" [X Link](https://x.com/pradeeepk/status/2019909775727948114) 2026-02-06T23:03Z [----] followers, [----] engagements "All hyperscalers $AMZN $GOOGL $MSFT $META $ORCL use $AVGO silicon based switches as primary for scaleout networking + $AVGO designs ASICs for $GOOGL $META Anthropic & OpenAI $AVGO is best play on capex surge with the broadest exposure to all hyperscalers" [X Link](https://x.com/pradeeepk/status/2020052905877991928) 2026-02-07T08:31Z [----] followers, [----] engagements "Anthropic is expanding use of $AMZN Trainium2 from training to inference & other workloads" [X Link](https://x.com/pradeeepk/status/2020124599115972692) 2026-02-07T13:16Z [----] followers, [----] engagements "Added $AVGO" [X Link](https://x.com/pradeeepk/status/2020874655490621878) 2026-02-09T14:57Z [----] followers, [----] engagements "$AVGO 🚀 if this happens" [X Link](https://x.com/pradeeepk/status/2021212539527516451) 2026-02-10T13:19Z [----] followers, 10.8K engagements "$AMZN callback AWS should accelerate again in Q1" [X Link](https://x.com/pradeeepk/status/2022172354122813594) 2026-02-13T04:53Z [----] followers, [----] engagements "Soldout Broadleaf 3673.T Added Mazda 7261.T" [X Link](https://x.com/pradeeepk/status/1904348031925002469) 2025-03-25T01:42Z [----] followers, [---] engagements "@aleabitoreddit @SemiAnalysis_ says they lost Trainium3 to AI chip as well" [X Link](https://x.com/pradeeepk/status/2006309219797213207) 2025-12-31T10:19Z [----] followers, [----] engagements "@satyanadella @grok who is the design partner for this chip Broadcom or marvel" [X Link](https://x.com/pradeeepk/status/2015904368814665855) 2026-01-26T21:47Z [----] followers, [----] engagements "$META MTIA-3 designed by $AVGO in 2H [----] Metas MTIA-3 AI chip will debut in the 2nd half of [----] made on TSMCs 3nm process and Broadcom the design partner for compute and I/O media report. The chip features more I/O an added SoC chip and eight HBM3E 12Hi stacks per CoWoS package. Metas MTIA-2 chip is in Metas MTIA-3 AI chip will debut in the 2nd half of [----] made on TSMCs 3nm process and Broadcom the design partner for compute and I/O media report. The chip features more I/O an added SoC chip and eight HBM3E 12Hi stacks per CoWoS package. Metas MTIA-2 chip is in" [X Link](https://x.com/pradeeepk/status/2018142515162198237) 2026-02-02T02:00Z [----] followers, [----] engagements "Morgan Stanley $AVGO analyst doesn't expect COT to take any meaningful share in [----] Mediatek analyst expects 40% of [----] TPU units from Mediatek $AVGO analyst sees COT as mere risk silicon vs Mediatek analyst view comes from mainly COWOS allocation" [X Link](https://x.com/pradeeepk/status/2018607538586202216) 2026-02-03T08:48Z [----] followers, [----] engagements "$LITE optical circuit switch (OCS) backlog has multiplied $LITE optical switches is primarily used in $GOOGL TPU scale up networking Watch out for $GOOGL capex surge & $AVGO TPU orders surge" [X Link](https://x.com/pradeeepk/status/2018879769606271289) 2026-02-04T02:50Z [----] followers, 11.3K engagements "Add to this Anthropic had ordered $21 bio TPU racks for H2 from $AVGO $META is increasing MTIA workloads made by $AVGO as well $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Almost 100% of [----] TPUs will be supplied by $AVGO Mediatek only expects $1bio ASIC revenue for [----] that too in 4Q $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Almost 100% of [----] TPUs will be supplied by $AVGO Mediatek only expects $1bio ASIC revenue for [----] that too in 4Q" [X Link](https://x.com/pradeeepk/status/2019224409505210565) 2026-02-05T01:39Z [----] followers, [----] engagements "That $AVGO $10 EPS [----] est needs to go a lot higher" [X Link](https://x.com/pradeeepk/status/2019230385977389434) 2026-02-05T02:03Z [----] followers, [----] engagements "$AMZN Jassy taking a dig at $NVDA I suspect more of the capex will move to Trainium than GPU [----] will be the year of ASICS" [X Link](https://x.com/pradeeepk/status/2020489162105753986) 2026-02-08T13:25Z [----] followers, 15.5K engagements "Server useful life assumption for depreciation accounting $AMZN 5years $META 5.5years $GOOGL $MSFT $ORCL 6years $AMZN AWS margins are understated vs rest" [X Link](https://x.com/pradeeepk/status/2020701166552891725) 2026-02-09T03:27Z [----] followers, 11.2K engagements "This means $AMZN rainier is fully booked & will expand Anthropic will also buy more TPUs from $AVGO in addition to $21bio 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr" [X Link](https://x.com/pradeeepk/status/2020960231271039327) 2026-02-09T20:37Z [----] followers, 17.2K engagements "$NFLX trades 25X [----] EPS" [X Link](https://x.com/pradeeepk/status/2021826418242728374) 2026-02-12T05:59Z [----] followers, [----] engagements "H100 spot rental price Q1 cloud margins will look a lot better than Q4 $AMZN" [X Link](https://x.com/pradeeepk/status/2020150116984688681) 2026-02-07T14:58Z [----] followers, 46.7K engagements "Morgan Stanley models +26% $AMZN AWS growth for [----] & +25% for [----] They are assuming very conservative 50% of historical ROIC on capex lot of upside left on estimates" [X Link](https://x.com/pradeeepk/status/2020693559821910252) 2026-02-09T02:57Z [----] followers, 16.3K engagements "$AMZN AWS Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term capacity https://t.co/BhOuKXgArM Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term capacity https://t.co/BhOuKXgArM" [X Link](https://x.com/pradeeepk/status/2021845136670707774) 2026-02-12T07:13Z [----] followers, [----] engagements "@Arronwei3n They literally said they are expanding MTIA usage in Q4 earnings call https://x.com/i/status/2016702930565681591 $META pushing more workloads onto MTIA which is designed by $AVGO $META In Q4 we extended our Andromeda ads engine so it can now run on NVIDIA AMD & MTIA. In Q1 we will extend MTIA to support core ranking & recommendation training in addition to the inference https://x.com/i/status/2016702930565681591 $META pushing more workloads onto MTIA which is designed by $AVGO $META In Q4 we extended our Andromeda ads engine so it can now run on NVIDIA AMD & MTIA. In Q1 we will" [X Link](https://x.com/pradeeepk/status/2021870816280162622) 2026-02-12T08:55Z [----] followers, [---] engagements "UBS calling +38% [----] growth for $AMZN AWS" [X Link](https://x.com/pradeeepk/status/2020273583248064968) 2026-02-07T23:08Z [----] followers, 83.8K engagements "$AMZN $GOOGL use little $NVDA GPUs 85% of GOOGL XPUs in [----] was $AVGO TPUs" [X Link](https://x.com/pradeeepk/status/2021208074179182795) 2026-02-10T13:02Z [----] followers, 23.4K engagements "UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS" [X Link](https://x.com/pradeeepk/status/2021224646767526269) 2026-02-10T14:08Z [----] followers, 23.1K engagements "$AMZN AWS CEO Matt Garman on Amazon's $200 billion in capex: "even with all of this investment my best estimation is we will be capacity constrained for the next couple of years. Is we will sell every single server and every single bit and we will wish that we had more. And that I AWS CEO Matt Garman on Amazon's $200 billion in capex: "even with all of this investment my best estimation is we will be capacity constrained for the next couple of years. Is we will sell every single server and every single bit and we will wish that we had more. And that I" [X Link](https://x.com/pradeeepk/status/2022445007194751478) 2026-02-13T22:57Z [----] followers, [----] engagements "Is Pershing's $VRX option European or American style" [X Link](https://x.com/pradeeepk/status/709878375888723968) 2016-03-15T23:06Z [----] followers, [--] engagements "Cowen says $SWN has highest beta to natgas here. I agree. $UNG" [X Link](https://x.com/pradeeepk/status/720244142685728768) 2016-04-13T13:35Z [----] followers, [--] engagements "Natgas power burn this summer expected to be +0.4 bcf/d vs [----]. [----] was a record hot summer year. $UNG $SWN" [X Link](https://x.com/pradeeepk/status/720956386910154752) 2016-04-15T12:46Z [----] followers, [--] engagements "$LNG train2 going live. Will add [----] bcf/d demand. $UNG $SWN" [X Link](https://x.com/pradeeepk/status/722591694860857344) 2016-04-20T01:04Z [----] followers, [--] engagements "H2&Q1 [--] will b fun for Natgas.We ll have $LNG T2(0.6BCF/D) n LR2 to Mexico(1.4) live. Hot summer n Lanina winter. + lower supply. $UNG $SWN" [X Link](https://x.com/pradeeepk/status/725156754946822144) 2016-04-27T02:56Z [----] followers, [--] engagements "Big 2days coming up Natgas $UNG. $EQT $RRC $COG all report earnings" [X Link](https://x.com/pradeeepk/status/725561047180963841) 2016-04-28T05:43Z [----] followers, [--] engagements "Natgas demand next few years. $UNG $SWN $RRC" [X Link](https://x.com/pradeeepk/status/725870063316668416) 2016-04-29T02:11Z [----] followers, [--] engagements "Finally market gets it. $SWN & $CHK not the same. YTD $SWN +62% vs $CHK -9%" [X Link](https://x.com/pradeeepk/status/729827452109787137) 2016-05-10T00:16Z [----] followers, [--] engagements "@Don_King_Trader @michaelfritzell frankly I only care where $SWN in q2 [--] is.that's my time frame.imo inv data to b bullish today" [X Link](https://x.com/pradeeepk/status/730638320170995712) 2016-05-12T05:58Z [----] followers, [--] engagements "I dont like $RRC $MRD deal. $RRC deleveraging here right at bottom (about to turn) of cycle and paying a premium" [X Link](https://x.com/pradeeepk/status/732381404869234688) 2016-05-17T01:25Z [----] followers, [--] engagements "$SWN management has done a good job for eq holders here. $COG $EQT now $RRC all diluting eq at bottom. $UNG" [X Link](https://x.com/pradeeepk/status/732385471221760000) 2016-05-17T01:41Z [----] followers, [--] engagements "I see $RRC eq holders switching to $SWN on this deal. $UNG" [X Link](https://x.com/pradeeepk/status/732584348315045889) 2016-05-17T14:51Z [----] followers, [--] engagements "The 22% float shorts in $SWN have u noticed this $SWN 18s bonds are at [---]. Dream on. $UNG" [X Link](https://x.com/pradeeepk/status/734947987323920384) 2016-05-24T03:23Z [----] followers, [--] engagements "Barrios of Mexicos Energy Ministry saidTues 2nd phase of Los Ramones would begin ops soon. $UNG $SWN" [X Link](https://x.com/pradeeepk/status/735280265946271745) 2016-05-25T01:24Z [----] followers, [--] engagements "Natgas EOS inventory at [-----] $UNG $SWN" [X Link](https://x.com/pradeeepk/status/738176465766731776) 2016-06-02T01:12Z [----] followers, [--] engagements "$SWN - $EQT deal in SW Appalachia $UNG" [X Link](https://x.com/pradeeepk/status/740343902423552000) 2016-06-08T00:45Z [----] followers, [--] engagements "Boom $SWN $AR 55k acres of non core for $450 mio" [X Link](https://x.com/pradeeepk/status/741040719574376448) 2016-06-09T22:54Z [----] followers, [--] engagements "$SWN $AR $UNG" [X Link](https://x.com/pradeeepk/status/741042533971550208) 2016-06-09T23:01Z [----] followers, [--] engagements "Tudor Pickering on $SWN $AR deal. $UNG" [X Link](https://x.com/pradeeepk/status/741259144049491972) 2016-06-10T13:22Z [----] followers, [--] engagements "Keybanc on $SWN $AR deal. $UNG" [X Link](https://x.com/pradeeepk/status/741259460715237376) 2016-06-10T13:23Z [----] followers, [--] engagements "Piper & Wells on $SWN $AR deal. $UNG" [X Link](https://x.com/pradeeepk/status/741259800801988608) 2016-06-10T13:24Z [----] followers, [--] engagements "RBC & JC on $SWN $AR deal. $UNG" [X Link](https://x.com/pradeeepk/status/741260119934009344) 2016-06-10T13:25Z [----] followers, [--] engagements "$SWN bought mix of prod & undev in14 from $CHK.Sold part of undev to $AR in16 & made money on price/resv basis. $UNG" [X Link](https://x.com/pradeeepk/status/742529596352958464) 2016-06-14T01:30Z [----] followers, [--] engagements "$LNG T2 in Aug. T3 Q1 [--]. $SWN $UNG" [X Link](https://x.com/pradeeepk/status/745379735920750592) 2016-06-21T22:15Z [----] followers, [--] engagements "All clear for $SWN No more dilution & balance sheet risk All done at just +50bps cost on debt Best management $UNG https://x.com/pradeeepk/status/747559371320627200 $SWN Rearranges And Extends Bank Credit Facilities https://x.com/pradeeepk/status/747559371320627200 $SWN Rearranges And Extends Bank Credit Facilities" [X Link](https://x.com/pradeeepk/status/747563056150904832) 2016-06-27T22:51Z [----] followers, [--] engagements "Long $BHI short $HAL $USO https://drive.google.com/file/d/0BzUR5xVZr4D3aEhLa195MUdfNE0/viewusp=drivesdk https://drive.google.com/file/d/0BzUR5xVZr4D3aEhLa195MUdfNE0/viewusp=drivesdk" [X Link](https://x.com/pradeeepk/status/754824386897600512) 2016-07-17T23:45Z [----] followers, [--] engagements "Natgas just following [----] summer.I see a pop to $3+ NT but dont see swoon in Aug as $LNG T2 goes live. $UNG" [X Link](https://x.com/pradeeepk/status/755679782243741696) 2016-07-20T08:24Z [----] followers, [--] engagements "$LNG T2 is live. $UNG" [X Link](https://x.com/pradeeepk/status/758227342711934976) 2016-07-27T09:07Z [----] followers, [--] engagements "EV %change YTD $BHI Vs $HAL $SLB #OOTT" [X Link](https://x.com/pradeeepk/status/762894528697073664) 2016-08-09T06:13Z [----] followers, [--] engagements "Pershing Q3 on $CMG valuation. U know what I mean" [X Link](https://x.com/pradeeepk/status/809228007801901056) 2016-12-15T02:46Z [----] followers, [--] engagements "Odey on trump & US inflation via @zerohedge" [X Link](https://x.com/pradeeepk/status/812513606113705984) 2016-12-24T04:21Z [----] followers, [--] engagements "$SWN EV vs [----] Natgas strip avg. $UNG" [X Link](https://x.com/pradeeepk/status/815406915987509249) 2017-01-01T03:58Z [----] followers, [--] engagements "Gas curve now vs6m ago. Curve was priced too low 6m out. But analysts will price $SWN lower on this same curve being lower 2yrs out from 19" [X Link](https://x.com/pradeeepk/status/815409022744424448) 2017-01-01T04:07Z [----] followers, [--] engagements "$SWN Bottomline Cheap vs [--] & [--] curve Not so much vs [--] curve $UNG" [X Link](https://x.com/pradeeepk/status/815465198186180608) 2017-01-01T07:50Z [----] followers, [--] engagements "Those who can should be buying gas e&p today. They are very cheap vs curve. [----] curve is actually higher today. $SWN" [X Link](https://x.com/pradeeepk/status/816116530802851840) 2017-01-03T02:58Z [----] followers, [--] engagements "Update post selloff: $SWN EV vs NG [--] & [--] swap Doesnt change anything still very cheap $UNG" [X Link](https://x.com/pradeeepk/status/816118457246720001) 2017-01-03T03:06Z [----] followers, [--] engagements "Natgas rig productivity: Supply/Natgas equiv rig count $UNG $SWN" [X Link](https://x.com/pradeeepk/status/816175618568036353) 2017-01-03T06:53Z [----] followers, [--] engagements "US Natgas supply Vs price. No supply response yet. $UNG $SWN" [X Link](https://x.com/pradeeepk/status/816178354734776320) 2017-01-03T07:04Z [----] followers, [--] engagements "You can buy $SWN here n sit back for [----]. Your year will be fine" [X Link](https://x.com/pradeeepk/status/816408389299236864) 2017-01-03T22:18Z [----] followers, [--] engagements "ChapterIV makes a case for NE gas e&p. $EQT $AR $RRC $SWN $UNG http://nebula.wsimg.com/82a23794f7a2771b27f428048cedf32bAccessKeyId=A77C022C2C79903AA253&disposition=0&alloworigin=1 http://nebula.wsimg.com/82a23794f7a2771b27f428048cedf32bAccessKeyId=A77C022C2C79903AA253&disposition=0&alloworigin=1" [X Link](https://x.com/pradeeepk/status/816450407358570496) 2017-01-04T01:05Z [----] followers, [--] engagements "Natgas Q4 $EQT 2Feb $RRC 22Feb $RICE 22Feb $SWN 23Feb $COG 23Feb $AR 28Feb Expecting +ve surprise on higher prod & tighter NE basis. $UNG" [X Link](https://x.com/pradeeepk/status/819828795016253442) 2017-01-13T08:49Z [----] followers, [--] engagements "$LNG T3 first cargo in Q1. $UNG" [X Link](https://x.com/pradeeepk/status/824024212645941248) 2017-01-24T22:40Z [----] followers, [--] engagements "$SWN EV Vs Gas 24m swap. $UNG Stupid Cheap" [X Link](https://x.com/pradeeepk/status/826249834323537920) 2017-01-31T02:04Z [----] followers, [--] engagements "$SWN 25s bond Vs $SWN stock. Early [--] had real BK risk. Not Now. $UNG" [X Link](https://x.com/pradeeepk/status/826255790818226176) 2017-01-31T02:28Z [----] followers, [--] engagements "$SWN I'm -13% this time round" [X Link](https://x.com/pradeeepk/status/826643795492036608) 2017-02-01T04:10Z [----] followers, [--] engagements "So Viking exited their 8.5% position in $SWN in Jan as per thier letter. Looks like that contributed to about -10% impact. $UNG" [X Link](https://x.com/pradeeepk/status/826713210598223872) 2017-02-01T08:46Z [----] followers, [--] engagements "$EQT reports & the whole gas e&p space rallies. Earnings will rerate the sector higher. Most earnings in late feb. $SWN" [X Link](https://x.com/pradeeepk/status/827255960020275202) 2017-02-02T20:42Z [----] followers, [--] engagements "$RRC on gas demand roadmap. $UNG" [X Link](https://x.com/pradeeepk/status/834569462271447040) 2017-02-23T01:04Z [----] followers, [--] engagements "Its not all about NE. Southern gas enjoys structural advantages as well. One reason I like $SWN $RRC $UNG" [X Link](https://x.com/pradeeepk/status/834569879428620289) 2017-02-23T01:05Z [----] followers, [--] engagements "This is with a delevered balance sheet. Net debt down 1.5bio in [----]. $SWN https://x.com/pradeeepk/status/834929346917720065 With 70% hedged for17 $SWN guides 1.2BioEBITDA At 9bioEV thats 7.5X Guide for prod growth(E2E) is 20% for17 & 2digit for18 This looks cheap https://x.com/pradeeepk/status/834929346917720065 With 70% hedged for17 $SWN guides 1.2BioEBITDA At 9bioEV thats 7.5X Guide for prod growth(E2E) is 20% for17 & 2digit for18 This looks cheap" [X Link](https://x.com/pradeeepk/status/834933970290671616) 2017-02-24T01:12Z [----] followers, [--] engagements "$RICE 2nd most hedged next only to $AR" [X Link](https://x.com/pradeeepk/status/842368469404282880) 2017-03-16T13:34Z [----] followers, [--] engagements "$ETP clears trees in time for rover. #natgas $RICE" [X Link](https://x.com/pradeeepk/status/848403174415228928) 2017-04-02T05:14Z [----] followers, [--] engagements "$AR vs $RICE last 1month Both NE Full FT vs 50% FT 15% perf deviation Market picking up the FT theme with basis here. #natgas" [X Link](https://x.com/pradeeepk/status/852351988763287552) 2017-04-13T02:45Z [----] followers, [--] engagements "No wonder $AR n $RRC trade like shit with all thier FT https://x.com/jaggybeans/status/854843613028679682 @pradeeepk @WarrenPies @pcdunham https://t.co/8PR9l3Ho3o https://x.com/jaggybeans/status/854843613028679682 @pradeeepk @WarrenPies @pcdunham https://t.co/8PR9l3Ho3o" [X Link](https://x.com/pradeeepk/status/854844484135276545) 2017-04-19T23:49Z [----] followers, [--] engagements "$AR not the ind best https://x.com/chipperPat/status/863185574924079104 https://x.com/chipperPat/status/863185574924079104" [X Link](https://x.com/pradeeepk/status/863234703741952000) 2017-05-13T03:29Z [----] followers, [--] engagements "Market repriced shale gas e&p in June [----] $SWN $AR $RRC $ECR" [X Link](https://x.com/pradeeepk/status/878048920881963008) 2017-06-23T00:35Z [----] followers, [--] engagements "$AAP has been gaining on $ORLY past few Qs $ORLY warning might not be industry wide $AZO is my long pick" [X Link](https://x.com/pradeeepk/status/885687653013700608) 2017-07-14T02:29Z [----] followers, [--] engagements "Natgas is killing Coal. Lol $CNXC (coal spinoff) outperforms $CNX (trying to be gas pureplay)" [X Link](https://x.com/pradeeepk/status/887860944017031168) 2017-07-20T02:25Z [----] followers, [--] engagements "US Retail Sales Automotive Parts Index. While Q1-Apr was soft $ORLY saying weak May looks absurd. Imo $ORLY losing market share to $AZO" [X Link](https://x.com/pradeeepk/status/890738039198064640) 2017-07-28T00:57Z [----] followers, [--] engagements "$GPC saw strong Apr May and June Who are u kidding $ORLY $ORLY loosing share doesn't deserve the premium Long $AZO" [X Link](https://x.com/pradeeepk/status/891796671834619904) 2017-07-30T23:04Z [----] followers, [--] engagements "$AZO holding up well this "correction" vs $ORLY $AAP" [X Link](https://x.com/pradeeepk/status/895771124063027200) 2017-08-10T22:17Z [----] followers, [--] engagements "$AZO trend support" [X Link](https://x.com/pradeeepk/status/900189334736748545) 2017-08-23T02:53Z [----] followers, [--] engagements "$AMC it's just a normal cycle This year will revert to AVG by EOY with starwars $RGC" [X Link](https://x.com/pradeeepk/status/908494629519028224) 2017-09-15T00:56Z [----] followers, [--] engagements "More insider buys in theaters $AMC $RGC" [X Link](https://x.com/pradeeepk/status/908551847027208193) 2017-09-15T04:43Z [----] followers, [--] engagements "IT movie US gross $219mio by 2nd weekend (10days from realease) Expected lifetime US gross $300mio Real window is max 1month $RGC $AMC" [X Link](https://x.com/pradeeepk/status/909570048695480320) 2017-09-18T00:09Z [----] followers, [--] engagements "Is that a breakout Im seeing $HIBB 20% of float short 20% of market cap in cash n buying back Watch this" [X Link](https://x.com/pradeeepk/status/910736156165251072) 2017-09-21T05:23Z [----] followers, [--] engagements "$ULTA new low Still not cheap imo" [X Link](https://x.com/pradeeepk/status/918476179941625856) 2017-10-12T13:59Z [----] followers, [--] engagements "$SWN my old friend I'm glad we parted ways Shale e&p model doesn't work Be flexible to change your hard held views" [X Link](https://x.com/pradeeepk/status/922947664227868672) 2017-10-24T22:07Z [----] followers, [--] engagements "40% of $M market cap is just value of one of its store. https://x.com/pradeeepk/status/922950207758671873 $M herald sq flagship store is 2.2million sq feet. Based on this deal valuation. $M herald sq value is $2.8billion https://t.co/DfQUGTP0Wg https://x.com/pradeeepk/status/922950207758671873 $M herald sq flagship store is 2.2million sq feet. Based on this deal valuation. $M herald sq value is $2.8billion https://t.co/DfQUGTP0Wg" [X Link](https://x.com/pradeeepk/status/922952523052326912) 2017-10-24T22:26Z [----] followers, [--] engagements "Athletic retail potential bottom here on back of $BGFV beat n outlook. $HIBB $FL $DKS" [X Link](https://x.com/pradeeepk/status/925725733393088512) 2017-11-01T14:06Z [----] followers, [--] engagements "Retail pays the highest tax rates My #retailbasket should move up +23% to adjust for 15% lower taxrate $M $HIBB $DDS $AAP" [X Link](https://x.com/pradeeepk/status/926299989961162753) 2017-11-03T04:08Z [----] followers, [--] engagements "$AZO vs $AAP I traded profitable $AZO earlier this year But prefer $AAP now on relative value" [X Link](https://x.com/pradeeepk/status/927419795292561408) 2017-11-06T06:18Z [----] followers, [--] engagements "$VFC says department stores gain traction Specifically mentions herald square $M" [X Link](https://x.com/pradeeepk/status/927744734579245057) 2017-11-07T03:49Z [----] followers, [--] engagements "$HIBB website traffic continues its surge vs peers post ecom introduction in Q3 $FL $FINL $DKS" [X Link](https://x.com/pradeeepk/status/927770695773196289) 2017-11-07T05:32Z [----] followers, [--] engagements "Equal weight index of my #retailbasket past 1year Very early days for this trade I expect a grind up to year end $HIBB $DDS $M $AVU $AAP" [X Link](https://x.com/pradeeepk/status/928801188568379394) 2017-11-10T01:47Z [----] followers, [--] engagements "I'm taking a break from US equities Liquidating all US positions Not much value & US interest rates going higher imo I'm out. Be safe" [X Link](https://x.com/pradeeepk/status/945975889665261568) 2017-12-27T11:13Z [----] followers, [--] engagements "Macro markets disconnected to US equities USD very weak & US rates have not moved much Think equities are right this time Inflation on the way in US rates are too low" [X Link](https://x.com/pradeeepk/status/945982101299404800) 2017-12-27T11:38Z [----] followers, [--] engagements "Imo for [----] not much beta in equities If u want make money on the long side got to come from pure alpha in -ve beta market Very hard. Trade less on the long side" [X Link](https://x.com/pradeeepk/status/946170250277425152) 2017-12-28T00:05Z [----] followers, [--] engagements "US equity risk premium Via @blackrock" [X Link](https://x.com/pradeeepk/status/946649936715587584) 2017-12-29T07:51Z [----] followers, [--] engagements "Monetary tightening + Inflation + positioning = Much higher long end rates in 2018" [X Link](https://x.com/pradeeepk/status/950890285919186944) 2018-01-10T00:41Z [----] followers, [--] engagements "Largest ever Levi on a US utility was $1.6bio + another $0.565bio to settle private lawsuits = $2.2bio total Vs $PCG has lost $12.5bio market cap since fire" [X Link](https://x.com/pradeeepk/status/953421537683492865) 2018-01-17T00:19Z [----] followers, [--] engagements "Industry wide physical games sales was down yoy in first 3Q of [----] Its not all Amazon taking away from $GME" [X Link](https://x.com/pradeeepk/status/958849877340930048) 2018-01-31T23:49Z [----] followers, [--] engagements "$GME website has more organic traffic vs xbox & playstation websites" [X Link](https://x.com/pradeeepk/status/960335668051197952) 2018-02-05T02:14Z [----] followers, [--] engagements "Hedge funds ownership in $PCG up from 3% to 10% in Q4" [X Link](https://x.com/pradeeepk/status/965372003879346177) 2018-02-18T23:46Z [----] followers, [--] engagements "78% of Nintendo Switch games sold in [----] was physical $GME" [X Link](https://x.com/pradeeepk/status/965392290997874688) 2018-02-19T01:07Z [----] followers, [--] engagements "Switch console cycle turns into a tailwind in [----] vs being a headwind past few years for $GME" [X Link](https://x.com/pradeeepk/status/965392527045009408) 2018-02-19T01:08Z [----] followers, [--] engagements "Bought 1.5X of $UBT Long 30Y treasury" [X Link](https://x.com/pradeeepk/status/966319695459569666) 2018-02-21T14:32Z [----] followers, [--] engagements "Well done $DKS https://x.com/TheStreet/status/968830938191888384 Dick's Sporting Goods is also calling on politicians to enact "common sense gun reform" by passing laws to raise the minimum age to purchase a gun to [--] to ban assault-style weapons and bump stocks and to conduct universal background checks. https://t.co/OB1cBjBdEv https://x.com/TheStreet/status/968830938191888384 Dick's Sporting Goods is also calling on politicians to enact "common sense gun reform" by passing laws to raise the minimum age to purchase a gun to [--] to ban assault-style weapons and bump stocks and to conduct" [X Link](https://x.com/pradeeepk/status/968833652757950464) 2018-02-28T13:01Z [----] followers, [--] engagements "Dont get how $GME sold off post holiday sales update in Mid Jan Tech brands 10% of sales struggled. Core gaming & collectibles surged SSS+10.6% Thanks http://mr.market http://mr.market" [X Link](https://x.com/pradeeepk/status/971603095334432768) 2018-03-08T04:26Z [----] followers, [--] engagements "Where will you buy switch $GME tied with $AMZN Via @BespokeIntel" [X Link](https://x.com/pradeeepk/status/973087531133673472) 2018-03-12T06:45Z [----] followers, [--] engagements "New low in 30Y yields $UBT" [X Link](https://x.com/pradeeepk/status/973811626527817730) 2018-03-14T06:42Z [----] followers, [--] engagements "Switch is lifting the whole ecosystem while US investors sleep over $GME "Smash-hit Switch revives Nintendo and supplier stocks" https://asia.nikkei.com/Markets/Tokyo-Market/Smash-hit-Switch-revives-Nintendo-and-supplier-stockspage=1 https://asia.nikkei.com/Markets/Tokyo-Market/Smash-hit-Switch-revives-Nintendo-and-supplier-stockspage=1" [X Link](https://x.com/pradeeepk/status/975958079060656128) 2018-03-20T04:51Z [----] followers, [--] engagements "My largest long is THE most shorted $GME" [X Link](https://x.com/pradeeepk/status/978810415160283137) 2018-03-28T01:46Z [----] followers, [--] engagements "$GME on AT&T" [X Link](https://x.com/pradeeepk/status/979140405370351616) 2018-03-28T23:37Z [----] followers, [--] engagements "Nintendos outlook for Switch FY2017 [---] to [--] mio units FY2018 over [--] mio units JPM estimates below Switch expected to have a better [----] than [----] $GME Q4 beat is not one off & their guide is conservative" [X Link](https://x.com/pradeeepk/status/980611380800733184) 2018-04-02T01:02Z [----] followers, [--] engagements "God of War off the charts at $GME Source: reddit" [X Link](https://x.com/pradeeepk/status/985642957138100226) 2018-04-15T22:16Z [----] followers, [--] engagements "Reddit comments when I mentioned $GME is my largest position. Lol" [X Link](https://x.com/pradeeepk/status/986350683732365312) 2018-04-17T21:08Z [----] followers, [--] engagements "Nitendo guides strong 2ndyear for switch Better than year1 $GME will see the tailwind" [X Link](https://x.com/pradeeepk/status/989437241888931841) 2018-04-26T09:33Z [----] followers, [--] engagements "My retail basket which I was long in Q4 is [---] now (dont have it anymore) I initiated around [---] in Q4 soldout around [---] by Jan Equal weight basket of $HIBB $M $DDS $SVU $AAP Kind of proud of this trade" [X Link](https://x.com/pradeeepk/status/999521424514560000) 2018-05-24T05:24Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@pradeeepk MacroValue
MacroValue posts on X about $avgo, $amzn, $googl, $rrc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +310%
- [--] Month [-------] +204%
- [--] Months [---------] +433%
- [--] Year [---------] +239%
Mentions: [--] #
- [--] Week [--] +21%
- [--] Month [---] +51%
- [--] Months [---] +140%
- [--] Year [---] +40%
Followers: [-----] #
- [--] Week [-----] +2.90%
- [--] Month [-----] +7.50%
- [--] Months [-----] +16%
- [--] Year [-----] +19%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 85.81% technology brands 29.05% cryptocurrencies 16.22% finance 10.14% gaming 2.03% countries 1.35% automotive brands 1.35% fashion brands 1.35% social networks 1.35% us election 0.68%
Social topic influence $avgo #71, $amzn #150, $googl 10.14%, $rrc 7.43%, gme 7.43%, ai 4.73%, $meta #880, meta 4.73%, $eqt 4.05%, $nvda #1311
Top accounts mentioned or mentioned by @grok @jespabe @0xmountain @zh34837 @madcap_cap @daveyjuice @aleabitoreddit @semianalysis @eyesigh558 @carl_invests @greenpipstrade @mirsblog @satyanadella @arronwei3n @donkingtrader @michaelfritzell @zerohedge @warrenpies @pcdunham @blackrock
Top assets mentioned Broadcom, Inc. (AVGO) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Range Resources, Corp. (RRC) Metadium (META) EQT, Corp. (EQT) NVIDIA Corp. (NVDA) Netflix Inc (NFLX) Factset Research Systems, Inc. (FDS) Lumentum Holdings Inc. Common Stock (LITE) Microsoft Corp. (MSFT) AMC Entertainment Holdings, Inc. (AMC) DarkShield Games Studio (DKS) Dillards Inc. (DDS) Oracle Corporation (ORCL) Morgan Stanley (MS) Foot Locker, Inc. (FL) Reddit, Inc. (RDDT) Coldstack (CLS) Intel Corporation (INTC) 2131KOBUSHIDE (21) Schlumberger NV (SLB) Concentrix Corporation Common Stock (CNXC) Cryptonex (CNX) Genuine Parts Company (GPC) VF Corp (VFC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Almost 100% of [----] TPUs will be supplied by $AVGO Mediatek only expects $1bio ASIC revenue for [----] that too in 4Q"
X Link 2026-02-04T21:37Z [----] followers, [----] engagements
"$CLS is the primary supplier of TPU servers to $GOOGL Servers are booked under CCS Enterprise Segment CLS doesnt build $NVDA or other XPU servers & thus CCS enterprise is primarily TPU CLS Q4 inflected for +57% QOQ & Q1 guide is 100%+ YOY driven by next-gen AI/ML compute with a large hyperscales aka Ironwood at $GOOGL $AVGO is sole partner for Ironwood & AVGO est is for same growth as last Q AVGO est are absurdly low given CLS ER & guide https://twitter.com/i/web/status/2021041215257665618 https://twitter.com/i/web/status/2021041215257665618"
X Link 2026-02-10T01:59Z [----] followers, [----] engagements
"Bytedance ASIC is designed by $AVGO Plans 100k to 300k units this year BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k) https://t.co/fq2Xq4cCYq BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k)"
X Link 2026-02-11T11:52Z [----] followers, [----] engagements
"Mazda 7261.T EV/EBITDA 1X"
X Link 2025-03-18T06:52Z [----] followers, 10.5K engagements
"2025 +63% One of my best years Positions into [----] $AMZN $AVGO $NFLX $FDS Happy new year & All the best in 2026"
X Link 2026-01-01T03:28Z [----] followers, [----] engagements
"What is your highest conviction non AI idea for [----] Mine are $NFLX & $FDS"
X Link 2026-01-01T07:34Z [----] followers, [----] engagements
"$FDS PE ratio Imo they will beat and raise next Q"
X Link 2026-01-05T05:16Z [----] followers, [----] engagements
"$AVGO signalled AI backlog has increased by "10s of billions" since their results on 11Dec (1.5months ago)"
X Link 2026-01-27T02:50Z [----] followers, 51.1K engagements
"Imo $AMZN AWS can put +25% yoy growth for 4Q next week"
X Link 2026-01-29T08:13Z [----] followers, [----] engagements
"$INTC mentioned substrate tightness $AVGO has a new substrate plant going live in Singapore before the end of year"
X Link 2026-01-30T03:07Z [----] followers, [----] engagements
""Claude [--] Will Probably Launch In Q1" Probably trained on $AMZN Trainium at rainier DC"
X Link 2026-02-02T21:49Z [----] followers, [---] engagements
"From $LITE call on acceleration in [---] tpbs transreceivers orders Reads well for $AVGO networking backlog $AVGO is the only one with [---] tpbs switch silicon"
X Link 2026-02-04T02:55Z [----] followers, [----] engagements
"$GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Just buy $AVGO"
X Link 2026-02-04T21:17Z [----] followers, [----] engagements
"*ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B $LITE optical circuit switch (OCS) backlog has multiplied $LITE optical switches is primarily used in $GOOGL TPU scale up networking Watch out for $GOOGL capex surge & $AVGO TPU orders surge https://t.co/haswebImdQ $LITE optical circuit switch (OCS) backlog has multiplied $LITE optical switches is primarily used in $GOOGL TPU scale up networking Watch out for $GOOGL capex surge & $AVGO TPU orders surge https://t.co/haswebImdQ"
X Link 2026-02-04T21:18Z [----] followers, [----] engagements
"Next up watch out for $AMZN AWS on Anthropic explosion Google Cloud at a $71B run rate growing 48% YoY. HUGE jump this quarter Quarterly YoY growth trends below $GOOG https://t.co/0JLIz0drQ5 Google Cloud at a $71B run rate growing 48% YoY. HUGE jump this quarter Quarterly YoY growth trends below $GOOG https://t.co/0JLIz0drQ5"
X Link 2026-02-04T21:28Z [----] followers, [----] engagements
"@davey_juice No google tpu uses optics for both scale up n out"
X Link 2026-02-05T00:31Z [----] followers, [----] engagements
"100% of Gemini training & inference is on TPUs 75% $GOOGL cloud clients use TPUs $GOOGL is really moving away from $NVDA $AVGO is the best $GOOGL infra play supplying 100% TPUv7 aka ironwood in [----] "75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI agents which offers superior performance quality security and cost efficiency. These AI customers use 1.8x as many products as those who do not enabling "75% of Google Cloud customers have used our vertically optimized AI from chips to models to AI platforms and enterprise AI"
X Link 2026-02-05T01:01Z [----] followers, [----] engagements
"@aleabitoreddit Mediatek has guided only $1bio ASIC revenue for 2026"
X Link 2026-02-05T01:44Z [----] followers, [---] engagements
"@davey_juice What % of crdo revenue in optics"
X Link 2026-02-05T03:39Z [----] followers, [---] engagements
"$AMZN AWS with the highest net new ARR add again in 4Q Cloud Giants Update: AWS (Amazon): $142B run rate growing 24% YoY (last Q grew 20%) Azure (Microsoft): $103B run rate (estimate) growing 38% YoY (last Q grew 39%) Google Cloud (includes GSuite): $71B run rate growing 48% YoY (last Q grew 34% neither are cc) https://t.co/F4Eprxz3hL Cloud Giants Update: AWS (Amazon): $142B run rate growing 24% YoY (last Q grew 20%) Azure (Microsoft): $103B run rate (estimate) growing 38% YoY (last Q grew 39%) Google Cloud (includes GSuite): $71B run rate growing 48% YoY (last Q grew 34% neither are cc)"
X Link 2026-02-05T22:22Z [----] followers, [---] engagements
"$AMZN results are fine Its capex surprise % is a lot smaller than $GOOGL & $META"
X Link 2026-02-06T09:51Z [----] followers, [---] engagements
".@SemiAnalysis_ $AMZN AWS sequential growth acceleration model has been mostly on point Q3 SA had 2% sequential acceleration vs 3% actual Q4 SA had 3% vs 4% actual Q1 SA has 2.6% - AWS at 27% yoy for Q1"
X Link 2026-02-06T12:29Z [----] followers, [---] engagements
"$AMZN increase in capex to GP is not as stark as the rest $GOOGL $META $MSFT The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ"
X Link 2026-02-06T23:03Z [----] followers, [----] engagements
"All hyperscalers $AMZN $GOOGL $MSFT $META $ORCL use $AVGO silicon based switches as primary for scaleout networking + $AVGO designs ASICs for $GOOGL $META Anthropic & OpenAI $AVGO is best play on capex surge with the broadest exposure to all hyperscalers"
X Link 2026-02-07T08:31Z [----] followers, [----] engagements
"Anthropic is expanding use of $AMZN Trainium2 from training to inference & other workloads"
X Link 2026-02-07T13:16Z [----] followers, [----] engagements
"Added $AVGO"
X Link 2026-02-09T14:57Z [----] followers, [----] engagements
"$AVGO 🚀 if this happens"
X Link 2026-02-10T13:19Z [----] followers, 10.8K engagements
"$AMZN callback AWS should accelerate again in Q1"
X Link 2026-02-13T04:53Z [----] followers, [----] engagements
"Soldout Broadleaf 3673.T Added Mazda 7261.T"
X Link 2025-03-25T01:42Z [----] followers, [---] engagements
"@aleabitoreddit @SemiAnalysis_ says they lost Trainium3 to AI chip as well"
X Link 2025-12-31T10:19Z [----] followers, [----] engagements
"@satyanadella @grok who is the design partner for this chip Broadcom or marvel"
X Link 2026-01-26T21:47Z [----] followers, [----] engagements
"$META MTIA-3 designed by $AVGO in 2H [----] Metas MTIA-3 AI chip will debut in the 2nd half of [----] made on TSMCs 3nm process and Broadcom the design partner for compute and I/O media report. The chip features more I/O an added SoC chip and eight HBM3E 12Hi stacks per CoWoS package. Metas MTIA-2 chip is in Metas MTIA-3 AI chip will debut in the 2nd half of [----] made on TSMCs 3nm process and Broadcom the design partner for compute and I/O media report. The chip features more I/O an added SoC chip and eight HBM3E 12Hi stacks per CoWoS package. Metas MTIA-2 chip is in"
X Link 2026-02-02T02:00Z [----] followers, [----] engagements
"Morgan Stanley $AVGO analyst doesn't expect COT to take any meaningful share in [----] Mediatek analyst expects 40% of [----] TPU units from Mediatek $AVGO analyst sees COT as mere risk silicon vs Mediatek analyst view comes from mainly COWOS allocation"
X Link 2026-02-03T08:48Z [----] followers, [----] engagements
"$LITE optical circuit switch (OCS) backlog has multiplied $LITE optical switches is primarily used in $GOOGL TPU scale up networking Watch out for $GOOGL capex surge & $AVGO TPU orders surge"
X Link 2026-02-04T02:50Z [----] followers, 11.3K engagements
"Add to this Anthropic had ordered $21 bio TPU racks for H2 from $AVGO $META is increasing MTIA workloads made by $AVGO as well $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Almost 100% of [----] TPUs will be supplied by $AVGO Mediatek only expects $1bio ASIC revenue for [----] that too in 4Q $GOOGL *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Almost 100% of [----] TPUs will be supplied by $AVGO Mediatek only expects $1bio ASIC revenue for [----] that too in 4Q"
X Link 2026-02-05T01:39Z [----] followers, [----] engagements
"That $AVGO $10 EPS [----] est needs to go a lot higher"
X Link 2026-02-05T02:03Z [----] followers, [----] engagements
"$AMZN Jassy taking a dig at $NVDA I suspect more of the capex will move to Trainium than GPU [----] will be the year of ASICS"
X Link 2026-02-08T13:25Z [----] followers, 15.5K engagements
"Server useful life assumption for depreciation accounting $AMZN 5years $META 5.5years $GOOGL $MSFT $ORCL 6years $AMZN AWS margins are understated vs rest"
X Link 2026-02-09T03:27Z [----] followers, 11.2K engagements
"This means $AMZN rainier is fully booked & will expand Anthropic will also buy more TPUs from $AVGO in addition to $21bio 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"
X Link 2026-02-09T20:37Z [----] followers, 17.2K engagements
"$NFLX trades 25X [----] EPS"
X Link 2026-02-12T05:59Z [----] followers, [----] engagements
"H100 spot rental price Q1 cloud margins will look a lot better than Q4 $AMZN"
X Link 2026-02-07T14:58Z [----] followers, 46.7K engagements
"Morgan Stanley models +26% $AMZN AWS growth for [----] & +25% for [----] They are assuming very conservative 50% of historical ROIC on capex lot of upside left on estimates"
X Link 2026-02-09T02:57Z [----] followers, 16.3K engagements
"$AMZN AWS Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term capacity https://t.co/BhOuKXgArM Two AWS sites are quietly shaping the companys next wave of growth while the rest play catch-up. Heres whats happening: Project Rainier in Indiana and Mississippi is doing most of the heavy lifting. Both campuses are on track driving the bulk of AWSs near-term capacity https://t.co/BhOuKXgArM"
X Link 2026-02-12T07:13Z [----] followers, [----] engagements
"@Arronwei3n They literally said they are expanding MTIA usage in Q4 earnings call https://x.com/i/status/2016702930565681591 $META pushing more workloads onto MTIA which is designed by $AVGO $META In Q4 we extended our Andromeda ads engine so it can now run on NVIDIA AMD & MTIA. In Q1 we will extend MTIA to support core ranking & recommendation training in addition to the inference https://x.com/i/status/2016702930565681591 $META pushing more workloads onto MTIA which is designed by $AVGO $META In Q4 we extended our Andromeda ads engine so it can now run on NVIDIA AMD & MTIA. In Q1 we will"
X Link 2026-02-12T08:55Z [----] followers, [---] engagements
"UBS calling +38% [----] growth for $AMZN AWS"
X Link 2026-02-07T23:08Z [----] followers, 83.8K engagements
"$AMZN $GOOGL use little $NVDA GPUs 85% of GOOGL XPUs in [----] was $AVGO TPUs"
X Link 2026-02-10T13:02Z [----] followers, 23.4K engagements
"UBS has $AVGO [----] EPS at $18 Trades now at 19x [----] EPS"
X Link 2026-02-10T14:08Z [----] followers, 23.1K engagements
"$AMZN AWS CEO Matt Garman on Amazon's $200 billion in capex: "even with all of this investment my best estimation is we will be capacity constrained for the next couple of years. Is we will sell every single server and every single bit and we will wish that we had more. And that I AWS CEO Matt Garman on Amazon's $200 billion in capex: "even with all of this investment my best estimation is we will be capacity constrained for the next couple of years. Is we will sell every single server and every single bit and we will wish that we had more. And that I"
X Link 2026-02-13T22:57Z [----] followers, [----] engagements
"Is Pershing's $VRX option European or American style"
X Link 2016-03-15T23:06Z [----] followers, [--] engagements
"Cowen says $SWN has highest beta to natgas here. I agree. $UNG"
X Link 2016-04-13T13:35Z [----] followers, [--] engagements
"Natgas power burn this summer expected to be +0.4 bcf/d vs [----]. [----] was a record hot summer year. $UNG $SWN"
X Link 2016-04-15T12:46Z [----] followers, [--] engagements
"$LNG train2 going live. Will add [----] bcf/d demand. $UNG $SWN"
X Link 2016-04-20T01:04Z [----] followers, [--] engagements
"H2&Q1 [--] will b fun for Natgas.We ll have $LNG T2(0.6BCF/D) n LR2 to Mexico(1.4) live. Hot summer n Lanina winter. + lower supply. $UNG $SWN"
X Link 2016-04-27T02:56Z [----] followers, [--] engagements
"Big 2days coming up Natgas $UNG. $EQT $RRC $COG all report earnings"
X Link 2016-04-28T05:43Z [----] followers, [--] engagements
"Natgas demand next few years. $UNG $SWN $RRC"
X Link 2016-04-29T02:11Z [----] followers, [--] engagements
"Finally market gets it. $SWN & $CHK not the same. YTD $SWN +62% vs $CHK -9%"
X Link 2016-05-10T00:16Z [----] followers, [--] engagements
"@Don_King_Trader @michaelfritzell frankly I only care where $SWN in q2 [--] is.that's my time frame.imo inv data to b bullish today"
X Link 2016-05-12T05:58Z [----] followers, [--] engagements
"I dont like $RRC $MRD deal. $RRC deleveraging here right at bottom (about to turn) of cycle and paying a premium"
X Link 2016-05-17T01:25Z [----] followers, [--] engagements
"$SWN management has done a good job for eq holders here. $COG $EQT now $RRC all diluting eq at bottom. $UNG"
X Link 2016-05-17T01:41Z [----] followers, [--] engagements
"I see $RRC eq holders switching to $SWN on this deal. $UNG"
X Link 2016-05-17T14:51Z [----] followers, [--] engagements
"The 22% float shorts in $SWN have u noticed this $SWN 18s bonds are at [---]. Dream on. $UNG"
X Link 2016-05-24T03:23Z [----] followers, [--] engagements
"Barrios of Mexicos Energy Ministry saidTues 2nd phase of Los Ramones would begin ops soon. $UNG $SWN"
X Link 2016-05-25T01:24Z [----] followers, [--] engagements
"Natgas EOS inventory at [-----] $UNG $SWN"
X Link 2016-06-02T01:12Z [----] followers, [--] engagements
"$SWN - $EQT deal in SW Appalachia $UNG"
X Link 2016-06-08T00:45Z [----] followers, [--] engagements
"Boom $SWN $AR 55k acres of non core for $450 mio"
X Link 2016-06-09T22:54Z [----] followers, [--] engagements
"$SWN $AR $UNG"
X Link 2016-06-09T23:01Z [----] followers, [--] engagements
"Tudor Pickering on $SWN $AR deal. $UNG"
X Link 2016-06-10T13:22Z [----] followers, [--] engagements
"Keybanc on $SWN $AR deal. $UNG"
X Link 2016-06-10T13:23Z [----] followers, [--] engagements
"Piper & Wells on $SWN $AR deal. $UNG"
X Link 2016-06-10T13:24Z [----] followers, [--] engagements
"RBC & JC on $SWN $AR deal. $UNG"
X Link 2016-06-10T13:25Z [----] followers, [--] engagements
"$SWN bought mix of prod & undev in14 from $CHK.Sold part of undev to $AR in16 & made money on price/resv basis. $UNG"
X Link 2016-06-14T01:30Z [----] followers, [--] engagements
"$LNG T2 in Aug. T3 Q1 [--]. $SWN $UNG"
X Link 2016-06-21T22:15Z [----] followers, [--] engagements
"All clear for $SWN No more dilution & balance sheet risk All done at just +50bps cost on debt Best management $UNG https://x.com/pradeeepk/status/747559371320627200 $SWN Rearranges And Extends Bank Credit Facilities https://x.com/pradeeepk/status/747559371320627200 $SWN Rearranges And Extends Bank Credit Facilities"
X Link 2016-06-27T22:51Z [----] followers, [--] engagements
"Long $BHI short $HAL $USO https://drive.google.com/file/d/0BzUR5xVZr4D3aEhLa195MUdfNE0/viewusp=drivesdk https://drive.google.com/file/d/0BzUR5xVZr4D3aEhLa195MUdfNE0/viewusp=drivesdk"
X Link 2016-07-17T23:45Z [----] followers, [--] engagements
"Natgas just following [----] summer.I see a pop to $3+ NT but dont see swoon in Aug as $LNG T2 goes live. $UNG"
X Link 2016-07-20T08:24Z [----] followers, [--] engagements
"$LNG T2 is live. $UNG"
X Link 2016-07-27T09:07Z [----] followers, [--] engagements
"EV %change YTD $BHI Vs $HAL $SLB #OOTT"
X Link 2016-08-09T06:13Z [----] followers, [--] engagements
"Pershing Q3 on $CMG valuation. U know what I mean"
X Link 2016-12-15T02:46Z [----] followers, [--] engagements
"Odey on trump & US inflation via @zerohedge"
X Link 2016-12-24T04:21Z [----] followers, [--] engagements
"$SWN EV vs [----] Natgas strip avg. $UNG"
X Link 2017-01-01T03:58Z [----] followers, [--] engagements
"Gas curve now vs6m ago. Curve was priced too low 6m out. But analysts will price $SWN lower on this same curve being lower 2yrs out from 19"
X Link 2017-01-01T04:07Z [----] followers, [--] engagements
"$SWN Bottomline Cheap vs [--] & [--] curve Not so much vs [--] curve $UNG"
X Link 2017-01-01T07:50Z [----] followers, [--] engagements
"Those who can should be buying gas e&p today. They are very cheap vs curve. [----] curve is actually higher today. $SWN"
X Link 2017-01-03T02:58Z [----] followers, [--] engagements
"Update post selloff: $SWN EV vs NG [--] & [--] swap Doesnt change anything still very cheap $UNG"
X Link 2017-01-03T03:06Z [----] followers, [--] engagements
"Natgas rig productivity: Supply/Natgas equiv rig count $UNG $SWN"
X Link 2017-01-03T06:53Z [----] followers, [--] engagements
"US Natgas supply Vs price. No supply response yet. $UNG $SWN"
X Link 2017-01-03T07:04Z [----] followers, [--] engagements
"You can buy $SWN here n sit back for [----]. Your year will be fine"
X Link 2017-01-03T22:18Z [----] followers, [--] engagements
"ChapterIV makes a case for NE gas e&p. $EQT $AR $RRC $SWN $UNG http://nebula.wsimg.com/82a23794f7a2771b27f428048cedf32bAccessKeyId=A77C022C2C79903AA253&disposition=0&alloworigin=1 http://nebula.wsimg.com/82a23794f7a2771b27f428048cedf32bAccessKeyId=A77C022C2C79903AA253&disposition=0&alloworigin=1"
X Link 2017-01-04T01:05Z [----] followers, [--] engagements
"Natgas Q4 $EQT 2Feb $RRC 22Feb $RICE 22Feb $SWN 23Feb $COG 23Feb $AR 28Feb Expecting +ve surprise on higher prod & tighter NE basis. $UNG"
X Link 2017-01-13T08:49Z [----] followers, [--] engagements
"$LNG T3 first cargo in Q1. $UNG"
X Link 2017-01-24T22:40Z [----] followers, [--] engagements
"$SWN EV Vs Gas 24m swap. $UNG Stupid Cheap"
X Link 2017-01-31T02:04Z [----] followers, [--] engagements
"$SWN 25s bond Vs $SWN stock. Early [--] had real BK risk. Not Now. $UNG"
X Link 2017-01-31T02:28Z [----] followers, [--] engagements
"$SWN I'm -13% this time round"
X Link 2017-02-01T04:10Z [----] followers, [--] engagements
"So Viking exited their 8.5% position in $SWN in Jan as per thier letter. Looks like that contributed to about -10% impact. $UNG"
X Link 2017-02-01T08:46Z [----] followers, [--] engagements
"$EQT reports & the whole gas e&p space rallies. Earnings will rerate the sector higher. Most earnings in late feb. $SWN"
X Link 2017-02-02T20:42Z [----] followers, [--] engagements
"$RRC on gas demand roadmap. $UNG"
X Link 2017-02-23T01:04Z [----] followers, [--] engagements
"Its not all about NE. Southern gas enjoys structural advantages as well. One reason I like $SWN $RRC $UNG"
X Link 2017-02-23T01:05Z [----] followers, [--] engagements
"This is with a delevered balance sheet. Net debt down 1.5bio in [----]. $SWN https://x.com/pradeeepk/status/834929346917720065 With 70% hedged for17 $SWN guides 1.2BioEBITDA At 9bioEV thats 7.5X Guide for prod growth(E2E) is 20% for17 & 2digit for18 This looks cheap https://x.com/pradeeepk/status/834929346917720065 With 70% hedged for17 $SWN guides 1.2BioEBITDA At 9bioEV thats 7.5X Guide for prod growth(E2E) is 20% for17 & 2digit for18 This looks cheap"
X Link 2017-02-24T01:12Z [----] followers, [--] engagements
"$RICE 2nd most hedged next only to $AR"
X Link 2017-03-16T13:34Z [----] followers, [--] engagements
"$ETP clears trees in time for rover. #natgas $RICE"
X Link 2017-04-02T05:14Z [----] followers, [--] engagements
"$AR vs $RICE last 1month Both NE Full FT vs 50% FT 15% perf deviation Market picking up the FT theme with basis here. #natgas"
X Link 2017-04-13T02:45Z [----] followers, [--] engagements
"No wonder $AR n $RRC trade like shit with all thier FT https://x.com/jaggybeans/status/854843613028679682 @pradeeepk @WarrenPies @pcdunham https://t.co/8PR9l3Ho3o https://x.com/jaggybeans/status/854843613028679682 @pradeeepk @WarrenPies @pcdunham https://t.co/8PR9l3Ho3o"
X Link 2017-04-19T23:49Z [----] followers, [--] engagements
"$AR not the ind best https://x.com/chipperPat/status/863185574924079104 https://x.com/chipperPat/status/863185574924079104"
X Link 2017-05-13T03:29Z [----] followers, [--] engagements
"Market repriced shale gas e&p in June [----] $SWN $AR $RRC $ECR"
X Link 2017-06-23T00:35Z [----] followers, [--] engagements
"$AAP has been gaining on $ORLY past few Qs $ORLY warning might not be industry wide $AZO is my long pick"
X Link 2017-07-14T02:29Z [----] followers, [--] engagements
"Natgas is killing Coal. Lol $CNXC (coal spinoff) outperforms $CNX (trying to be gas pureplay)"
X Link 2017-07-20T02:25Z [----] followers, [--] engagements
"US Retail Sales Automotive Parts Index. While Q1-Apr was soft $ORLY saying weak May looks absurd. Imo $ORLY losing market share to $AZO"
X Link 2017-07-28T00:57Z [----] followers, [--] engagements
"$GPC saw strong Apr May and June Who are u kidding $ORLY $ORLY loosing share doesn't deserve the premium Long $AZO"
X Link 2017-07-30T23:04Z [----] followers, [--] engagements
"$AZO holding up well this "correction" vs $ORLY $AAP"
X Link 2017-08-10T22:17Z [----] followers, [--] engagements
"$AZO trend support"
X Link 2017-08-23T02:53Z [----] followers, [--] engagements
"$AMC it's just a normal cycle This year will revert to AVG by EOY with starwars $RGC"
X Link 2017-09-15T00:56Z [----] followers, [--] engagements
"More insider buys in theaters $AMC $RGC"
X Link 2017-09-15T04:43Z [----] followers, [--] engagements
"IT movie US gross $219mio by 2nd weekend (10days from realease) Expected lifetime US gross $300mio Real window is max 1month $RGC $AMC"
X Link 2017-09-18T00:09Z [----] followers, [--] engagements
"Is that a breakout Im seeing $HIBB 20% of float short 20% of market cap in cash n buying back Watch this"
X Link 2017-09-21T05:23Z [----] followers, [--] engagements
"$ULTA new low Still not cheap imo"
X Link 2017-10-12T13:59Z [----] followers, [--] engagements
"$SWN my old friend I'm glad we parted ways Shale e&p model doesn't work Be flexible to change your hard held views"
X Link 2017-10-24T22:07Z [----] followers, [--] engagements
"40% of $M market cap is just value of one of its store. https://x.com/pradeeepk/status/922950207758671873 $M herald sq flagship store is 2.2million sq feet. Based on this deal valuation. $M herald sq value is $2.8billion https://t.co/DfQUGTP0Wg https://x.com/pradeeepk/status/922950207758671873 $M herald sq flagship store is 2.2million sq feet. Based on this deal valuation. $M herald sq value is $2.8billion https://t.co/DfQUGTP0Wg"
X Link 2017-10-24T22:26Z [----] followers, [--] engagements
"Athletic retail potential bottom here on back of $BGFV beat n outlook. $HIBB $FL $DKS"
X Link 2017-11-01T14:06Z [----] followers, [--] engagements
"Retail pays the highest tax rates My #retailbasket should move up +23% to adjust for 15% lower taxrate $M $HIBB $DDS $AAP"
X Link 2017-11-03T04:08Z [----] followers, [--] engagements
"$AZO vs $AAP I traded profitable $AZO earlier this year But prefer $AAP now on relative value"
X Link 2017-11-06T06:18Z [----] followers, [--] engagements
"$VFC says department stores gain traction Specifically mentions herald square $M"
X Link 2017-11-07T03:49Z [----] followers, [--] engagements
"$HIBB website traffic continues its surge vs peers post ecom introduction in Q3 $FL $FINL $DKS"
X Link 2017-11-07T05:32Z [----] followers, [--] engagements
"Equal weight index of my #retailbasket past 1year Very early days for this trade I expect a grind up to year end $HIBB $DDS $M $AVU $AAP"
X Link 2017-11-10T01:47Z [----] followers, [--] engagements
"I'm taking a break from US equities Liquidating all US positions Not much value & US interest rates going higher imo I'm out. Be safe"
X Link 2017-12-27T11:13Z [----] followers, [--] engagements
"Macro markets disconnected to US equities USD very weak & US rates have not moved much Think equities are right this time Inflation on the way in US rates are too low"
X Link 2017-12-27T11:38Z [----] followers, [--] engagements
"Imo for [----] not much beta in equities If u want make money on the long side got to come from pure alpha in -ve beta market Very hard. Trade less on the long side"
X Link 2017-12-28T00:05Z [----] followers, [--] engagements
"US equity risk premium Via @blackrock"
X Link 2017-12-29T07:51Z [----] followers, [--] engagements
"Monetary tightening + Inflation + positioning = Much higher long end rates in 2018"
X Link 2018-01-10T00:41Z [----] followers, [--] engagements
"Largest ever Levi on a US utility was $1.6bio + another $0.565bio to settle private lawsuits = $2.2bio total Vs $PCG has lost $12.5bio market cap since fire"
X Link 2018-01-17T00:19Z [----] followers, [--] engagements
"Industry wide physical games sales was down yoy in first 3Q of [----] Its not all Amazon taking away from $GME"
X Link 2018-01-31T23:49Z [----] followers, [--] engagements
"$GME website has more organic traffic vs xbox & playstation websites"
X Link 2018-02-05T02:14Z [----] followers, [--] engagements
"Hedge funds ownership in $PCG up from 3% to 10% in Q4"
X Link 2018-02-18T23:46Z [----] followers, [--] engagements
"78% of Nintendo Switch games sold in [----] was physical $GME"
X Link 2018-02-19T01:07Z [----] followers, [--] engagements
"Switch console cycle turns into a tailwind in [----] vs being a headwind past few years for $GME"
X Link 2018-02-19T01:08Z [----] followers, [--] engagements
"Bought 1.5X of $UBT Long 30Y treasury"
X Link 2018-02-21T14:32Z [----] followers, [--] engagements
"Well done $DKS https://x.com/TheStreet/status/968830938191888384 Dick's Sporting Goods is also calling on politicians to enact "common sense gun reform" by passing laws to raise the minimum age to purchase a gun to [--] to ban assault-style weapons and bump stocks and to conduct universal background checks. https://t.co/OB1cBjBdEv https://x.com/TheStreet/status/968830938191888384 Dick's Sporting Goods is also calling on politicians to enact "common sense gun reform" by passing laws to raise the minimum age to purchase a gun to [--] to ban assault-style weapons and bump stocks and to conduct"
X Link 2018-02-28T13:01Z [----] followers, [--] engagements
"Dont get how $GME sold off post holiday sales update in Mid Jan Tech brands 10% of sales struggled. Core gaming & collectibles surged SSS+10.6% Thanks http://mr.market http://mr.market"
X Link 2018-03-08T04:26Z [----] followers, [--] engagements
"Where will you buy switch $GME tied with $AMZN Via @BespokeIntel"
X Link 2018-03-12T06:45Z [----] followers, [--] engagements
"New low in 30Y yields $UBT"
X Link 2018-03-14T06:42Z [----] followers, [--] engagements
"Switch is lifting the whole ecosystem while US investors sleep over $GME "Smash-hit Switch revives Nintendo and supplier stocks" https://asia.nikkei.com/Markets/Tokyo-Market/Smash-hit-Switch-revives-Nintendo-and-supplier-stockspage=1 https://asia.nikkei.com/Markets/Tokyo-Market/Smash-hit-Switch-revives-Nintendo-and-supplier-stockspage=1"
X Link 2018-03-20T04:51Z [----] followers, [--] engagements
"My largest long is THE most shorted $GME"
X Link 2018-03-28T01:46Z [----] followers, [--] engagements
"$GME on AT&T"
X Link 2018-03-28T23:37Z [----] followers, [--] engagements
"Nintendos outlook for Switch FY2017 [---] to [--] mio units FY2018 over [--] mio units JPM estimates below Switch expected to have a better [----] than [----] $GME Q4 beat is not one off & their guide is conservative"
X Link 2018-04-02T01:02Z [----] followers, [--] engagements
"God of War off the charts at $GME Source: reddit"
X Link 2018-04-15T22:16Z [----] followers, [--] engagements
"Reddit comments when I mentioned $GME is my largest position. Lol"
X Link 2018-04-17T21:08Z [----] followers, [--] engagements
"Nitendo guides strong 2ndyear for switch Better than year1 $GME will see the tailwind"
X Link 2018-04-26T09:33Z [----] followers, [--] engagements
"My retail basket which I was long in Q4 is [---] now (dont have it anymore) I initiated around [---] in Q4 soldout around [---] by Jan Equal weight basket of $HIBB $M $DDS $SVU $AAP Kind of proud of this trade"
X Link 2018-05-24T05:24Z [----] followers, [--] engagements
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