# ![@prollyballistic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1862331046475288576.png) @prollyballistic Probably Ballistic

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

### Engagements: [-----] [#](/creator/twitter::1862331046475288576/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862331046475288576/c:line/m:interactions.svg)

- [--] Week [---------] +17,835%
- [--] Month [---------] +7,541%
- [--] Months [---------] +2,134%
- [--] Year [---------] +2,107%

### Mentions: [--] [#](/creator/twitter::1862331046475288576/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862331046475288576/c:line/m:posts_active.svg)

- [--] Month [--] -58%
- [--] Months [---] +90%
- [--] Year [---] +342%

### Followers: [-----] [#](/creator/twitter::1862331046475288576/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862331046475288576/c:line/m:followers.svg)

- [--] Week [-----] +0.20%
- [--] Month [-----] +2.60%
- [--] Months [-----] +296%
- [--] Year [-----] +1,102%

### CreatorRank: [-------] [#](/creator/twitter::1862331046475288576/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1862331046475288576/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49% [technology brands](/list/technology-brands)  24% [finance](/list/finance)  17% [countries](/list/countries)  8% [social networks](/list/social-networks)  6% [cryptocurrencies](/list/cryptocurrencies)  3% [travel destinations](/list/travel-destinations)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[$fig](/topic/$fig) #21, [ai](/topic/ai) 8%, [$pypl](/topic/$pypl) 7%, [stocks](/topic/stocks) 5%, [$wday](/topic/$wday) #68, [llm](/topic/llm) 4%, [$lb](/topic/$lb) 4%, [$mndy](/topic/$mndy) #21, [$crm](/topic/$crm) 3%, [if you](/topic/if-you) 3%

**Top accounts mentioned or mentioned by**
[@premarks](/creator/undefined) [@convexititties](/creator/undefined) [@d1ggin](/creator/undefined) [@pagerduty](/creator/undefined) [@ibladesi](/creator/undefined) [@atelicinvest](/creator/undefined) [@cooleditphoto](/creator/undefined) [@texasteaparty](/creator/undefined) [@acemoney21](/creator/undefined) [@ultrawavetrader](/creator/undefined) [@thestalwart](/creator/undefined) [@cloudcraftco](/creator/undefined) [@sixerrrrrrr](/creator/undefined) [@sally124445](/creator/undefined) [@alexandraandnyc](/creator/undefined) [@grantmannn](/creator/undefined) [@eyekwasi](/creator/undefined) [@investornick](/creator/undefined) [@doug53354873853](/creator/undefined) [@logoinvestor](/creator/undefined)

**Top assets mentioned**
[Figma, Inc. (FIG)](/topic/$fig) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Workday Inc (WDAY)](/topic/$wday) [LandBridge Company LLC (LB)](/topic/$lb) [monday.com Ltd. (MNDY)](/topic/$mndy) [Salesforce Inc (CRM)](/topic/$crm) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR GOLD ETF (GLD)](/topic/$gld) [Omada Health, Inc (OMDA)](/topic/$omda) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Block, Inc. (XYZ)](/topic/$xyz) [Klarna Group plc (KLAR)](/topic/$klar) [Okta Inc (OKTA)](/topic/$okta) [Datadog Inc (DDOG)](/topic/$ddog) [Frodo the virtual samurai (FROG)](/topic/$frog) [Cloudflare, Inc. (NET)](/topic/$net) [Twilio, Inc. (TWLO)](/topic/$twlo) [Asana, Inc. (ASAN)](/topic/$asan) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intuit Inc. (INTU)](/topic/$intu) [ELYSIA (EL)](/topic/$el) [Bitcoin (BTC)](/topic/bitcoin) [Fiserv Inc (FISV)](/topic/$fisv) [Decentral Games ICE (ICE)](/topic/$ice) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [CME Group Inc (CME)](/topic/$cme) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Aramark (ARMK)](/topic/$armk) [Vital Farms, Inc. (VITL)](/topic/$vitl) [Conagra Brands Inc (CAG)](/topic/$cag) [Fastly, Inc. (FSLY)](/topic/$fsly) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Initiating $OMDA @ $15.34. Rationale: unnecessarily poor performance as if they're traditional b2b saas. If $FIG starts trading below [--] I'll buy that too. That's not a traditional b2b saas either"  
[X Link](https://x.com/prollyballistic/status/2009732457818464597)  2026-01-09T21:02Z [----] followers, [----] engagements


"$AFRM $SEZL $KLAR $XYZ are all up 3-6% in thinly traded overnight markets due to strange price controls. But $PYPL is flat. PayPal is almost at Liberation Day lows. I'm not really sure what PayPal's strategy is to escape being a persistent value trap. This is positive for Buy Now Pay Later businesses https://t.co/tS825Uc9p6 This is positive for Buy Now Pay Later businesses https://t.co/tS825Uc9p6"  
[X Link](https://x.com/prollyballistic/status/2010554108210524644)  2026-01-12T03:27Z [----] followers, [----] engagements


"Avoid software with per-seat pricing. This model is broken. Buy stocks with metered pricing. $OKTA $MNDY $WDAY $CRM per-seat. $DOCN $FROG $NET $TWLO $DDOG Metered. A lot of the metered stocks have run up. But there are a few still 1Y nearly-flat stocks. Maybe look there. Software stocks have been getting absolutely murdered. Whats the best name to buy if I want to lose all my money too Software stocks have been getting absolutely murdered. Whats the best name to buy if I want to lose all my money too"  
[X Link](https://x.com/prollyballistic/status/2012363011667693867)  2026-01-17T03:15Z [----] followers, 35.6K engagements


"@Texas_Tea_Party @P_Remarks im not convinced yet that it will. Neither is the market but if you disagree then you should pick the biggest companies in this realm. These guys have higher pricing power than their competitors. $TEAM instead of $ASAN for example"  
[X Link](https://x.com/prollyballistic/status/2012974474065277105)  2026-01-18T19:44Z [----] followers, [---] engagements


"$AMZN Agentcore is quite good. But as soon as you start using AgentCore youre presented with this legacy-looking UI with IAM policies. People want to vibe code apps Theyre gonna use $DOCN Gradient Platform. I hope AWS fired the designers and not the solutions consultants who managed to make it work with the companies they support. The SCs always have the worst of both worlds: anger from customers and layoffs from Amazon. Disclosure: no shares in $DOCN but should have fucking bought it god damn my dumb ass. Sucks but not as bad as I feared $AMZN. Kiro failed. Agentcore isnt being adopted well."  
[X Link](https://x.com/prollyballistic/status/2016510246269734924)  2026-01-28T13:54Z [----] followers, [----] engagements


"Massive layoff panic throughout engineering. $INTU expected -18% layoff"  
[X Link](https://x.com/prollyballistic/status/2016648495608824201)  2026-01-28T23:04Z [----] followers, [----] engagements


"Around 7:00 PM Polymarket decided Kevin Warsh is the next Fed Chair. Kevin Warsh's father-in-law Ronald Lauder (of Estee Lauder $EL) is Trump's longtime associate since their 1960s at Wharton Ralph Lauder is a major donor and ally to Trump"  
[X Link](https://x.com/prollyballistic/status/2017063322286215303)  2026-01-30T02:32Z [----] followers, [----] engagements


"@acemoney21 @ultrawavetrader live like a what"  
[X Link](https://x.com/prollyballistic/status/2019167071943180363)  2026-02-04T21:51Z [----] followers, [--] engagements


"Data center stocks not related to bitcoin are beaten down unfairly. We are entering a world where each person is going to need 10M+ tokens generated per day. This is already the current state of affairs for frontier software devs. But itll move to being the norm. Just like [--] GB felt huge two years before it felt small. https://twitter.com/i/web/status/2019402040229695689 https://twitter.com/i/web/status/2019402040229695689"  
[X Link](https://x.com/prollyballistic/status/2019402040229695689)  2026-02-05T13:25Z [----] followers, [---] engagements


"is [--] the last knife for $PYPL is [--] the last knife for $FISV"  
[X Link](https://x.com/prollyballistic/status/2019407227279536282)  2026-02-05T13:46Z [----] followers, [----] engagements


"Put simply: your application sends pagerduty an email and then pagerduty calls/texts/notifies your phone. Yes. you tell it to tell you something is wrong. It is a email to phone notification service. The only thing it should offer is an on-call schedule that is synced with corporate calendars. it does not do this. theres no corporate calendar sync feature at all. i got paged [--] times during my holiday. the only differentiating feature - literally dont page me on holiday - page someone else in the escalation path requires manual effort. i can build an email to phone notification service using"  
[X Link](https://x.com/prollyballistic/status/2019775819741020663)  2026-02-06T14:10Z [----] followers, [---] engagements


"@TheStalwart $FIG -1%"  
[X Link](https://x.com/prollyballistic/status/2019786148533371121)  2026-02-06T14:51Z [----] followers, [---] engagements


"$FIG $FIG is toast. I have a $5K tracker position from last week. -20% in [--] days. Even I (an AI maximalist) have no explanation. Candidate declined to join my employer because Figma offered better stock comp. Oops $FIG is toast. I have a $5K tracker position from last week. -20% in [--] days. Even I (an AI maximalist) have no explanation. Candidate declined to join my employer because Figma offered better stock comp. Oops"  
[X Link](https://x.com/prollyballistic/status/2019787475997081770)  2026-02-06T14:57Z [----] followers, [----] engagements


"I was able to eliminate every use of pagerduty by: (1) putting an intercept in front of our NAT gateway (2) transforming every PD API call to a Jira ticker (3) converting jira ticket to slack msg (4) slack to AWS EUM integration (3) using workday to auto-populate on call rota with calendar integration + cascading it took [--] days. all audit in jira + slack. https://twitter.com/i/web/status/2019870763088593233 https://twitter.com/i/web/status/2019870763088593233"  
[X Link](https://x.com/prollyballistic/status/2019870763088593233)  2026-02-06T20:28Z [----] followers, [--] engagements


"For the SaaS companies you're exploring I think their margins will get squeezed by both LLM vendors and their customers. I think it is a farce that LLMs are getting cheaper. That's true overall but each model at the "mid-tier" is getting more expensive with each generation: Gemini [---] Flash: $0.075/$0.3 Gemini [---] Flash: $0.15/$0.60 Gemini [---] Flash: $0.30/$2.50 Gemini [---] Flash: $0.50/$3.0 Claude [---] Haiku: $0.25/$1.25 Claude [---] Haiku: $0.80/$4.00 Claude [---] Haku: $1.00/$5.00 ServiceTitan and all of these now-called "AI-native" companies must move to a metered+ solution from per-seat"  
[X Link](https://x.com/prollyballistic/status/2020149919319720425)  2026-02-07T14:57Z [----] followers, [---] engagements


"I will be out feeding geese ducks and other birds high quality seeds and cracked corn. Our little buddies need help. Tips: Dont feed them bread or human garbage food. Dont feed the baby birds. Dont pay attention to the dont feed birds signs as theyre retarded. 11:30am: It is horrific outside and will only get worse as wind gusts increase this afternoon occasionally reaching near 50mph. Real-feel temperatures have fallen below zero and could fall below [---] F tonight. 11:30am: It is horrific outside and will only get worse as wind gusts increase this afternoon occasionally reaching near 50mph."  
[X Link](https://x.com/prollyballistic/status/2020186314969100628)  2026-02-07T17:22Z [----] followers, [---] engagements


"$ICE $NDAQ $VIRT down. $CME $CBOE up"  
[X Link](https://x.com/prollyballistic/status/2018749018487013661)  2026-02-03T18:10Z [----] followers, [---] engagements


"@convexititties We software companies want to hire someone that can do 10x the work of the existing devs. Listings stay up longer because there are fewer such devs. I'm willing to pay $700K to one developer but I'm NOT willing to pay $200K each for five developers. My plan: hire then fire"  
[X Link](https://x.com/prollyballistic/status/2020153294350389474)  2026-02-07T15:10Z [----] followers, [---] engagements


"@convexititties also what happens to monday/workday/dayforce they all get cooked if everyone thinks like me. btw we need a "day" company for unemployed. let's call it laborday ironically"  
[X Link](https://x.com/prollyballistic/status/2020154374446608694)  2026-02-07T15:15Z [----] followers, [---] engagements


"Short Sodexo Aramark $ARMK ConAgra $CAG $K Kellogg and all the other toxic shit slop companies. The public school contracts with Sodexo and Aramark will probably not be renewed. Short these shit companies to zero. Long $VITL maybe I have no positions. Under President Trumps leadership common sense scientific integrity and accountability have been restored to federal food and health policy. For decades the Dietary Guidelines favored corporate interests over common-sense science-driven advice to improve the health of https://t.co/QMO2LAW00a Under President Trumps leadership common sense"  
[X Link](https://x.com/prollyballistic/status/2009462096262746616)  2026-01-09T03:07Z [----] followers, [----] engagements


"Pretty surprised by $FSLY. Theyre the paypal of CDNs. They lose despite having all the advantages. But now theyre up 35% after great earnings. Is it time to buy Or is it too late"  
[X Link](https://x.com/prollyballistic/status/2021912919919771889)  2026-02-12T11:43Z [----] followers, [----] engagements


"I was told that since Anthropic uses $WDAY it must go up. I was told"  
[X Link](https://x.com/anyuser/status/2016889969034338637)  2026-01-29T15:03Z [----] followers, [----] engagements


"Covering my short on PagerDuty. I ragequit and fully deleted PagerDuty from my companys tech stack. I hope $PD goes to zero. But the less I think about this the happier I am. Money cant buy all happiness. Nobody has made a worse product. Id rather buy pagers from Israel. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you"  
[X Link](https://x.com/prollyballistic/status/2019774234575200377)  2026-02-06T14:04Z [----] followers, [----] engagements


"Hey @CloudcraftCo I wrote a test suite and let codex [---] vibe code your entire product until all 600+ tests passed. i copied your entire functionality. how do you feel fuck you and your per seat pricing. we are not renewing"  
[X Link](https://x.com/prollyballistic/status/2020514448130114014)  2026-02-08T15:05Z [----] followers, [---] engagements


"OMG. I covered my $WDAY short thinking it was $MNDY. I cant keep these two straight in my head despite paying for both. Im buying back $MNDY shorts now too. BTW $MNDY has a great API which you can use to fully extract your data off platform and migrate to a cheaper solution. I was told that since Anthropic uses $WDAY it must go up. I was told. I was told that since Anthropic uses $WDAY it must go up. I was told"  
[X Link](https://x.com/anyuser/status/2020843683453755741)  2026-02-09T12:54Z [----] followers, [----] engagements


"Why didnt I wait until 10:00 AM 😡 OMG. I covered my $WDAY short thinking it was $MNDY. I cant keep these two straight in my head despite paying for both. Im buying back $MNDY shorts now too. BTW $MNDY has a great API which you can use to fully extract your data off platform and migrate to a cheaper solution. OMG. I covered my $WDAY short thinking it was $MNDY. I cant keep these two straight in my head despite paying for both. Im buying back $MNDY shorts now too. BTW $MNDY has a great API which you can use to fully extract your data off platform and migrate to a cheaper solution"  
[X Link](https://x.com/prollyballistic/status/2020876036703936837)  2026-02-09T15:02Z [----] followers, [---] engagements


"wtf is he saying. did trump leak the numbers is trump approving or editing numbers TRUMP: EMPLOYMENT NUMBERS REMAIN GOOD AFTER GOVERNMENT JOB CUTS. TRUMP: EMPLOYMENT NUMBERS REMAIN GOOD AFTER GOVERNMENT JOB CUTS"  
[X Link](https://x.com/prollyballistic/status/2021347444060229833)  2026-02-10T22:16Z [----] followers, [----] engagements


"BREAKING: BIG BEAT. 130K JOBS Economists had expected 65K jobs and a 4.4% unemployment rate. https://t.co/IgLlrJY7EA BREAKING: BIG BEAT. 130K JOBS Economists had expected 65K jobs and a 4.4% unemployment rate. https://t.co/IgLlrJY7EA"  
[X Link](https://x.com/prollyballistic/status/2021578889399534052)  2026-02-11T13:35Z [----] followers, [----] engagements


"what happened i am about to buy but it shat the bed"  
[X Link](https://x.com/prollyballistic/status/2021604706091475200)  2026-02-11T15:18Z [----] followers, [---] engagements


"$NBIS algo reacting to double miss in illiquid pre market. Watch it turn green"  
[X Link](https://x.com/prollyballistic/status/2021919371808096471)  2026-02-12T12:08Z [----] followers, [----] engagements


"they call me Probably but should they call me Certainly instead"  
[X Link](https://x.com/prollyballistic/status/2021928549968752708)  2026-02-12T12:45Z [----] followers, [---] engagements


"never seen this warning when the stock is up before"  
[X Link](https://x.com/prollyballistic/status/2022043752085528746)  2026-02-12T20:22Z [----] followers, [---] engagements


"https://x.com/mvcinvesting/status/2022321819265405288s=46 Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA https://x.com/mvcinvesting/status/2022321819265405288s=46 Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated"  
[X Link](https://x.com/prollyballistic/status/2022328510971543877)  2026-02-13T15:14Z [----] followers, [---] engagements


"Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you"  
[X Link](https://x.com/prollyballistic/status/2018460614159671567)  2026-02-02T23:04Z [----] followers, [----] engagements


"$FIG is toast. I have a $5K tracker position from last week. -20% in [--] days. Even I (an AI maximalist) have no explanation. Candidate declined to join my employer because Figma offered better stock comp. Oops"  
[X Link](https://x.com/anyuser/status/2018700731268673564)  2026-02-03T14:58Z [----] followers, 12.4K engagements


"wow this unintentionally sounded like a trump tweet"  
[X Link](https://x.com/prollyballistic/status/2020514584960893117)  2026-02-08T15:06Z [----] followers, [---] engagements


"Hes a chartist What I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"  
[X Link](https://x.com/prollyballistic/status/2021053914800586893)  2026-02-10T02:49Z [----] followers, [----] engagements


"Something like this will happen to $LB eventually. $GOOG is in talks for a massive 250MW data centre in West Texas negotiating directly with Bolt Data and Energy. For $IREN and $CIFR its not the good news The firm co-founded by former Google CEO Eric Schmidt has partnered with Texas Pacific Land $TPL to secure a $GOOG is in talks for a massive 250MW data centre in West Texas negotiating directly with Bolt Data and Energy. For $IREN and $CIFR its not the good news The firm co-founded by former Google CEO Eric Schmidt has partnered with Texas Pacific Land $TPL to secure a"  
[X Link](https://x.com/prollyballistic/status/2021197410526167383)  2026-02-10T12:19Z [----] followers, [----] engagements


"A few more days like today and my $5K will be $5K in [----] dollars instead of [----] dollars $FIG is toast. I have a $5K tracker position from last week. -20% in [--] days. Even I (an AI maximalist) have no explanation. Candidate declined to join my employer because Figma offered better stock comp. Oops $FIG is toast. I have a $5K tracker position from last week. -20% in [--] days. Even I (an AI maximalist) have no explanation. Candidate declined to join my employer because Figma offered better stock comp. Oops"  
[X Link](https://x.com/prollyballistic/status/2021275010497659009)  2026-02-10T17:28Z [----] followers, [----] engagements


"the @P_Remarks account getting nuked is so bullish for SaaS. Initiating positions in $NOW $WIX. Go off king @P_Remarks https://t.co/a7BlMQ4Ufh Go off king @P_Remarks https://t.co/a7BlMQ4Ufh"  
[X Link](https://x.com/anyuser/status/2021564722697351372)  2026-02-11T12:39Z [----] followers, [----] engagements


"This is an official US Army account. And yeah its funny but true. It doesn't take a mathematician to figure out "10 + [--] = honeytrap." Report suspicious behavior. (Graphic made with AI) https://t.co/zVGcfXi9zH It doesn't take a mathematician to figure out "10 + [--] = honeytrap." Report suspicious behavior. (Graphic made with AI) https://t.co/zVGcfXi9zH"  
[X Link](https://x.com/prollyballistic/status/2022364007743590631)  2026-02-13T17:35Z [----] followers, [---] engagements


"Haha 🤦♂ Monitoring the situation spoken like a person looking at an ebay auction for Jellycat toys. As the repression intensifies and the loss of innocent lives continue we are monitoring the situation carefully. Europe stands with the people of Iran in their legitimate fight for freedom. As the repression intensifies and the loss of innocent lives continue we are monitoring the situation carefully. Europe stands with the people of Iran in their legitimate fight for freedom"  
[X Link](https://x.com/prollyballistic/status/2010400602828767551)  2026-01-11T17:17Z [----] followers, [---] engagements


"$PYPL announces integration with $GOOG's UCP. They'll compete with G-Pay though PayPal's reach is far higher than that of G-Pay. This means that both Agentic Commerce Protocal (OpenAI) and Universal Commerce Protocol (Google) will have PYPL elements. https://newsroom.paypal-corp.com/2025-01-11-From-Search-to-Checkout-PayPal-Supports-Trusted-AI-Checkout-with-Google https://newsroom.paypal-corp.com/2025-01-11-From-Search-to-Checkout-PayPal-Supports-Trusted-AI-Checkout-with-Google"  
[X Link](https://x.com/prollyballistic/status/2010554110437675040)  2026-01-12T03:27Z [----] followers, [----] engagements


"$PYPL will be in Copilot Checkout ChatGPT and Gemini. But their most lucrative customer base is in Europe (e.g. most of Germany uses PayPal for online purchases). These countries have poor access to frontier LLMs because of regulation. I think $PYPL sits out the AI boom. $PYPL announces integration with $GOOG's UCP. They'll compete with G-Pay though PayPal's reach is far higher than that of G-Pay. This means that both Agentic Commerce Protocal (OpenAI) and Universal Commerce Protocol (Google) will have PYPL elements. https://t.co/rbD7YnrWeE $PYPL announces integration with $GOOG's UCP."  
[X Link](https://x.com/prollyballistic/status/2010557388810535258)  2026-01-12T03:40Z [----] followers, [----] engagements


"With respect to $KWEB I sold out of it [--] months ago. I believe that China has a population of 1.1B and not 1.4B. No not because of Covid. But because there were never that many people. My China exposure is zero though I cannot invest even if desired (wont pass review)"  
[X Link](https://x.com/prollyballistic/status/2010937431600615737)  2026-01-13T04:50Z [----] followers, [---] engagements


"The incentive to misreport Chinese census properly is high. There are many such reasons. I think those could be great root causes. But for a 100% WeChat penetration rate the total number of daily wechat users is just too low"  
[X Link](https://x.com/prollyballistic/status/2010937433349873721)  2026-01-13T04:50Z [----] followers, [---] engagements


"$FIG and $PATH down due to Claude Cowork release. This is the third time Ive seen them react negatively to LLM releases"  
[X Link](https://x.com/prollyballistic/status/2011136385819033667)  2026-01-13T18:00Z [----] followers, [----] engagements


"@sixerrrrrrr i dont think theres much overlap with figma and apple creator studio. theres no overlap with uipath either"  
[X Link](https://x.com/prollyballistic/status/2011146983273304270)  2026-01-13T18:43Z [----] followers, [--] engagements


"Revising my comments about Figma. $FIG still too expensive. I know people who use Figma absolutely love it (me too). But love doesnt translate to higher stock prices. Ill wait until mid 20s. Econ is such that sales growth = loss growth. LLMs getting cheaper hurts them too. Initiating $OMDA @ $15.34. Rationale: unnecessarily poor performance as if they're traditional b2b saas. If $FIG starts trading below [--] I'll buy that too. That's not a traditional b2b saas either. Initiating $OMDA @ $15.34. Rationale: unnecessarily poor performance as if they're traditional b2b saas. If $FIG starts trading"  
[X Link](https://x.com/prollyballistic/status/2011802808656224684)  2026-01-15T14:09Z [----] followers, [----] engagements


"@iBladesi @sally124445 the desire to optimize to achieve peak performance is a very basic human instinct. you've done the same in navigating traffic optimizing you calendar figuring out the cheapest way to buy something etc. this is no different"  
[X Link](https://x.com/prollyballistic/status/2011996190293049569)  2026-01-16T02:57Z [----] followers, [--] engagements


"This tweet aged so well. The most optimal move with BILT [---] for all tiers of spend is to pay as much rent / mortgage as possible before Jan 27th. Then transfer your BILT points on Feb [--] to an airline. Then cancel the card before Feb [--]. I believe Bilt as we know it will die. The card is marketed towards the most points-efficient and churn-minded people. These guys are pros at credit card spend and pros dont make for lucrative business for card carriers like Wells Fargo. I believe Bilt as we know it will die. The card is marketed towards the most points-efficient and churn-minded people. These"  
[X Link](https://x.com/prollyballistic/status/2011999954911351221)  2026-01-16T03:12Z [----] followers, [----] engagements


"oh my -6% after such a generational dump"  
[X Link](https://x.com/prollyballistic/status/2012260651155001388)  2026-01-16T20:28Z [----] followers, [---] engagements


"@alexandraandnyc that hat is far too flat. someone sat on it"  
[X Link](https://x.com/prollyballistic/status/2012356292849926522)  2026-01-17T02:48Z [----] followers, [---] engagements


"@Grantmannn Most people in enterprise know that PMs / designers would just pay for personal $FIG licenses if you take them away. But what happens when there are fewer designers and PMs as time goes on What happens when growth slows and figma make cash burn doesn't come down"  
[X Link](https://x.com/prollyballistic/status/2012359455908721050)  2026-01-17T03:00Z [----] followers, [---] engagements


"@__d_1ggin datadog dynatrace new relic splunk vmware tanzu sentry appdynamics. i have cried because of them all"  
[X Link](https://x.com/prollyballistic/status/2012363546370150864)  2026-01-17T03:17Z [----] followers, [---] engagements


"@__d_1ggin tough industry. datadog is winning but lots of smaller private companies (like sentry) are adding pricing pressure. can also vibe code up your own grafana stack. metered pricing gets you some of the way but you also have to be growing with AI not shrinking because of it"  
[X Link](https://x.com/prollyballistic/status/2012364962547564600)  2026-01-17T03:22Z [----] followers, [---] engagements


"@eyekwasi I was expecting something like this. See: - main tweet about 1Y perf flatness - comment about showing both success and failures - comment about why Datadog in particular is challenged. https://x.com/prollyballistic/status/2012364962547564600s=46 @__d_1ggin tough industry. datadog is winning but lots of smaller private companies (like sentry) are adding pricing pressure. can also vibe code up your own grafana stack. metered pricing gets you some of the way but you also have to be growing with AI not shrinking because of it. https://x.com/prollyballistic/status/2012364962547564600s=46"  
[X Link](https://x.com/prollyballistic/status/2012663111371604337)  2026-01-17T23:07Z [----] followers, [---] engagements


"@Investor_NICK_ wont really hurt imo. K shaped economy bottom K dont travel. Top K go to Art Basel"  
[X Link](https://x.com/prollyballistic/status/2012664502316109899)  2026-01-17T23:13Z [----] followers, [---] engagements


"@atelicinvest you dont need to use claude code the rendering system claude uses is very intense. thats why its so pretty. but you can remove all that by just using claude agent sdk no streaming and it uses up no resources"  
[X Link](https://x.com/prollyballistic/status/2012726558419530197)  2026-01-18T03:19Z [----] followers, [---] engagements


"@doug53354873853 @LOGOinvestor the issue is that there are fewer professional service employee expected growth. they use per seat pricing"  
[X Link](https://x.com/prollyballistic/status/2012925454789849222)  2026-01-18T16:30Z [----] followers, [--] engagements


"@P_Remarks all per seat pricing so unless they change their pricing to metered per use theyre going to see lower growth because fewer devs / ops / product needed to move at higher velocity"  
[X Link](https://x.com/prollyballistic/status/2012971362223030567)  2026-01-18T19:32Z [----] followers, [----] engagements


"First this is the right question to ask. Its unbiased and unapologetically capitalist. It does not take a side of whether islam is bad or whites dont reproduce etc. If I were to provide not-financial-advice: Decoupling wont change the budget of American defense tech because the spend is very high. EU defense is far behind and both islamists and EU natives are aligned on overspending on defense. Further decoupling means more money in EU defense companies. American nationalism is countered by European nationalism. Buy European defense tech. Look at Scandinavian defense tech - $SAABY as an"  
[X Link](https://x.com/prollyballistic/status/2013248315844907475)  2026-01-19T13:52Z [----] followers, [----] engagements


"$GRLA.CO is headquartered in Nuuk Greenland. Has a P/E of [----] and dividend yield of [----]. YTD of 22.73%. They want to be acquired by the US government it seems"  
[X Link](https://x.com/prollyballistic/status/2013582457308684623)  2026-01-20T12:00Z [----] followers, [----] engagements


"We had roughly [---] people listening to the public portions of the Davos forums today. I think Secretaries Lutnick and Bessent made valid points. I dont really like Coward Nutlick as hes a grifter. But angrily his points were valid. EU hitting net-zero is anti-secure. Net-zero must happen and the west must lead that mission. But we wont have that chance if nuclear plants are shut off in the process. Energy security is paramount. https://twitter.com/i/web/status/2013809752002662723 https://twitter.com/i/web/status/2013809752002662723"  
[X Link](https://x.com/prollyballistic/status/2013809752002662723)  2026-01-21T03:03Z [----] followers, [----] engagements


"@P_Remarks what does Sam-Bankman Cried have to do with atlassian anyway tech companies run on SBC. they cant hire without them"  
[X Link](https://x.com/prollyballistic/status/2013841191880531998)  2026-01-21T05:08Z [----] followers, [---] engagements


"Both Chinese and American LLM models generate the same cute brunette white girl when asked to draw a tiktok girl. If thats not evidence of Chinese theft via distillation then I dont know what is"  
[X Link](https://x.com/prollyballistic/status/2013841941356528093)  2026-01-21T05:11Z [----] followers, [---] engagements


"After 9/11 all major bank buildings have their own generator and several weeks of fuel. If youre at $GS or $JPM both [---] West and [---] Park will not lose power. I recommend pulling all-nighters impressing your MDs and saving on natgas heating costs. Happy blizzard"  
[X Link](https://x.com/prollyballistic/status/2015111096831537641)  2026-01-24T17:14Z [----] followers, [---] engagements


"@jitl are there stairs somewhere or do you use the shelves to climb up"  
[X Link](https://x.com/prollyballistic/status/2015401593747685768)  2026-01-25T12:29Z [----] followers, [----] engagements


"I appreciate the thought process. Ill pass on this one. For Wix I think Base44 should have a 10-15x ARR multiple. Their competitors are wildly overvalued simply because their main LLM providers - Anthropic / Gemini- are trying to offer the services provided directly. I also work with / on LLMs for my day job and have significant investments in other LLM-centric stocks so just a diversification play to avoid this. https://twitter.com/i/web/status/2015820439314903497 https://twitter.com/i/web/status/2015820439314903497"  
[X Link](https://x.com/prollyballistic/status/2015820439314903497)  2026-01-26T16:13Z [----] followers, [----] engagements


"Lots of rug pulling happening after market today"  
[X Link](https://x.com/prollyballistic/status/2015901105033478529)  2026-01-26T21:34Z [----] followers, [---] engagements


"$FCX red after being up 5%"  
[X Link](https://x.com/prollyballistic/status/2015903338492014962)  2026-01-26T21:43Z [----] followers, [---] engagements


"@nope_its_lily this is messed up. going to 50% cash via $BOXX"  
[X Link](https://x.com/prollyballistic/status/1925618431753162801)  2025-05-22T18:23Z [----] followers, [--] engagements


"AppFolio $APPF entering the price range where they bought back their shares (circa $180-$210). Theyre about to be bagholders"  
[X Link](https://x.com/prollyballistic/status/1984023440559653300)  2025-10-30T22:23Z [----] followers, [---] engagements


"$LB stock price in the gutter. Seems a bit ridiculous. I bought some shares today. This stock trades like a 2x leverage datacenter stock despite being a company that owns land and water"  
[X Link](https://x.com/prollyballistic/status/2008284417370783900)  2026-01-05T21:08Z [----] followers, [----] engagements


"An incredible [--] green days and -25% in one month for a royalty land owner company that sells salty water $LB $LB stock price in the gutter. Seems a bit ridiculous. I bought some shares today. This stock trades like a 2x leverage datacenter stock despite being a company that owns land and water. $LB stock price in the gutter. Seems a bit ridiculous. I bought some shares today. This stock trades like a 2x leverage datacenter stock despite being a company that owns land and water"  
[X Link](https://x.com/prollyballistic/status/2008976178649157769)  2026-01-07T18:57Z [----] followers, [----] engagements


"$FIG figma employee morale low just in time for the layoffs to begin"  
[X Link](https://x.com/prollyballistic/status/2012197959601905874)  2026-01-16T16:19Z [----] followers, [----] engagements


"This is only the beginning too - more and more of these will slowly be vibe coded. People who say $TEAM / $CRM / $WDAY cant be vibe-coded* are only correct for a momentary period of time. * The better argument is they wont be vibe-coded because engineers should be delivering customer value. But even that is momentary. Former CEO of Amazon Worldwide Consumer just vibecoded a custom CRM for his company over the weekend. Well alrighty then. https://t.co/vjTCvsH01l Former CEO of Amazon Worldwide Consumer just vibecoded a custom CRM for his company over the weekend. Well alrighty then."  
[X Link](https://x.com/prollyballistic/status/2013585305153024349)  2026-01-20T12:12Z [----] followers, [----] engagements


"When you had to monitor the situation too much and needed to get a hotel for the night and its in Times Square 🤮"  
[X Link](https://x.com/prollyballistic/status/2014323037143810400)  2026-01-22T13:03Z [----] followers, [---] engagements


"$USD is going to [--] thanks to trollnald dump. 10% $GLD feels insufficient. Only way to beat dollar devaluation on an after tax basis is high beta stocks. If you lose you lost worthless dollars. If you make a lot maybe you beat the tax rate and have stable real wealth"  
[X Link](https://x.com/prollyballistic/status/2016263474196672541)  2026-01-27T21:34Z [----] followers, [----] engagements


"@NiohBerg @BillAckman Youll never stop hearing how happy Iraqis Pakistanis and Pashtun are whenever they see a woman killed. This is their dream They think every woman killed is a woman they get to rape in heaven when they go there"  
[X Link](https://x.com/prollyballistic/status/2016287141110681733)  2026-01-27T23:08Z [----] followers, [---] engagements


"@anders_aslund At this point Donets Basin is just a massive minefield. Ceding them to Russia is like a pyrrhic victory for Russia. I dont think theyd be satisfied. Donbas is a no-go zone and will be for decades"  
[X Link](https://x.com/prollyballistic/status/2016370033996296225)  2026-01-28T04:37Z [----] followers, [---] engagements


"@Versace_Trader How do you never miss Every time I waver to unfollow because Im tired of how australia is destroyed by immigrants (fact) you put out a meme banger"  
[X Link](https://x.com/prollyballistic/status/2016373271088804046)  2026-01-28T04:50Z [----] followers, [---] engagements


"@mvcinvesting Mr. Cunha please protect my contra. He has done more to improve my net worth than anyone else. A strong signal is strong even if the vector is wrong"  
[X Link](https://x.com/prollyballistic/status/2016507250316103726)  2026-01-28T13:42Z [----] followers, [----] engagements


"@andrewsameli i took on a baby position"  
[X Link](https://x.com/prollyballistic/status/2016961493942542573)  2026-01-29T19:47Z [----] followers, [--] engagements


"what spacex gonna wear bikinis now JUST IN: SpaceX to reportedly merge with xAI JUST IN: SpaceX to reportedly merge with xAI"  
[X Link](https://x.com/prollyballistic/status/2016967798342185141)  2026-01-29T20:12Z [----] followers, [---] engagements


"Incredible I practically top-ticked $RKT a few weeks ago just by pure luck"  
[X Link](https://x.com/prollyballistic/status/2017275795698270444)  2026-01-30T16:36Z [----] followers, [---] engagements


"@convexititties TradFi bro entering the meme coin ecosystem is how meme coins end up with having TradFi performance"  
[X Link](https://x.com/prollyballistic/status/1944014721939558575)  2025-07-12T12:43Z [----] followers, [--] engagements


"Initiated small positions in $DOLE $DLO for the same reason. Added to $PYPL $CRM $JD for the wrong reasons"  
[X Link](https://x.com/prollyballistic/status/1963632382700834925)  2025-09-04T15:56Z [----] followers, [---] engagements


"Buying more $LB - I think the $LB / $WBI incestual relationship is scaring people away but owning the land is a great way to be a landlord to future datacenters in that region. $LB feels derisked $LB feels derisked"  
[X Link](https://x.com/prollyballistic/status/1969111256129789956)  2025-09-19T18:48Z [----] followers, [----] engagements


"@noliquidity_ @blondesnmoney lol rapid mortgage facility. an implicit ad for $rkt"  
[X Link](https://x.com/prollyballistic/status/1972727325059076132)  2025-09-29T18:17Z [----] followers, [---] engagements


"El Segundo CA. Chevron. More upside pressure for $SAC. Maybe I'll have to buy back in after the sudden 20% run-up but I don't know why the market disgrees"  
[X Link](https://x.com/prollyballistic/status/1974190800159535535)  2025-10-03T19:12Z [----] followers, [---] engagements


"In late [----] / early [----] as vibe coding was taking off id have expected gitlab to have seen some benefits. More people vibe code so more seats. PMs mocking some designs via vibe code and then pushing to $GTLB. Somehow this never occurred. Im curious why"  
[X Link](https://x.com/prollyballistic/status/2012993075350503708)  2026-01-18T20:58Z [----] followers, [----] engagements


"I was told that $TEAM is going back. I WAS TOLD"  
[X Link](https://x.com/prollyballistic/status/2016891960192025023)  2026-01-29T15:11Z [----] followers, [---] engagements


"The Animal Medical Center told me that my best friend will be no more. I havent eaten anything and yet I keep vomiting. My mom called pets unfair and unnecessary bonding. Only now do I understand"  
[X Link](https://x.com/prollyballistic/status/2017680235265712260)  2026-01-31T19:23Z [----] followers, [----] engagements


"Dodged this one cleanly. I was told $PYPL CEO Alex Chriss was an amazing fresh AI-native talent. But with the exception of Germany no one uses PYPL. Germany is the slowest adopter of anything so theyre just using PYPL because theyre in the mid 2000s still. $PYPL will be in Copilot Checkout ChatGPT and Gemini. But their most lucrative customer base is in Europe (e.g. most of Germany uses PayPal for online purchases). These countries have poor access to frontier LLMs because of regulation. I think $PYPL sits out the AI boom. https://t.co/iWXTnuylgY $PYPL will be in Copilot Checkout ChatGPT and"  
[X Link](https://x.com/prollyballistic/status/2018663331322867807)  2026-02-03T12:30Z [----] followers, [----] engagements


"@iBladesi I didnt know $PYPL was also a precious metal. i thought that was just $GLD and $SLV and $PALL. man they be physicalizing everything these days"  
[X Link](https://x.com/prollyballistic/status/2018664396843819286)  2026-02-03T12:34Z [----] followers, [---] engagements


"@buccocapital its not funny anymore. software stocks need to go up again and mining stocks should go down. now have 15% $GLD portfolio involuntarily"  
[X Link](https://x.com/prollyballistic/status/2018705076588523899)  2026-02-03T15:16Z [----] followers, [----] engagements


"$VBNK post [---] share bid algo makes a bid [--] cent above you. Post [----] share bid algo makes [---] share bid above you and widens the ask. Post [-----] share bid algo drops everything and moves the ask to [--] cent spread"  
[X Link](https://x.com/prollyballistic/status/1955358872346271906)  2025-08-12T20:00Z [----] followers, [---] engagements


"$WSO - interesting company. conglomerate of HVAC contractors parts distributors. trying to enable a tech-driven HVAC servicing / installation model. i like the stonk but it's trending down rather aggressively so i'll wait a bit first. i think their business model is pretty secure. better HVAC systems / cooling is only going to be more important as electricity prices and datacenter needs rise. plus you can't (yet) replace HVAC parts with AI. https://twitter.com/i/web/status/1966593308173516910 https://twitter.com/i/web/status/1966593308173516910"  
[X Link](https://x.com/prollyballistic/status/1966593308173516910)  2025-09-12T20:02Z [----] followers, [---] engagements


"The last thing you see before hearing about a 1000x price target for a failing company"  
[X Link](https://x.com/anyuser/status/2013021011143204872)  2026-01-18T22:49Z [----] followers, [----] engagements

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