# ![@rafoholic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::489756695.png) @rafoholic raf

raf posts on X about $uber, $csu, $hims, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::489756695/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::489756695/c:line/m:interactions.svg)

- [--] Week [---------] +212,295%
- [--] Month [---------] +379,720%
- [--] Months [---------] +7,051%
- [--] Year [---------] +6,404%

### Mentions: [--] [#](/creator/twitter::489756695/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::489756695/c:line/m:posts_active.svg)

- [--] Month [--] +200%
- [--] Months [--] +204%
- [--] Year [---] +200%

### Followers: [---] [#](/creator/twitter::489756695/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::489756695/c:line/m:followers.svg)

- [--] Week [---] +0.47%
- [--] Month [---] +1.70%
- [--] Months [---] +3.50%
- [--] Year [---] +11%

### CreatorRank: [---------] [#](/creator/twitter::489756695/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::489756695/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$uber](/topic/$uber), [$csu](/topic/$csu) #42, [$hims](/topic/$hims), [$googl](/topic/$googl), [$now](/topic/$now), [$sq](/topic/$sq), [dell](/topic/dell), [stocks](/topic/stocks), [ai](/topic/ai), [software](/topic/software)

**Top accounts mentioned or mentioned by**
[@markungewitter](/creator/undefined) [@amitisinvesting](/creator/undefined) [@1leone](/creator/undefined) [@ddblakefischer](/creator/undefined) [@thelonginvest](/creator/undefined) [@flobert77324715](/creator/undefined) [@brooksdavid3](/creator/undefined) [@sofi](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@mikealfred](/creator/undefined) [@aistartupsphere](/creator/undefined) [@kobeissiletter](/creator/undefined) [@gromepow](/creator/undefined) [@mikecristo8](/creator/undefined) [@gurgavin](/creator/undefined) [@crypto2stocks](/creator/undefined) [@airtransat](/creator/undefined) [@micro2macr0](/creator/undefined) [@wolfofh1ghst](/creator/undefined) [@itsqail](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Now Coin (NOW)](/topic/$now) [Block, Inc. (SQ)](/topic/$sq) [Dell Technologies, Inc. (DELL)](/topic/dell) [Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/tesla) [Metadium (META)](/topic/$meta) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [IonQ, Inc. (IONQ)](/topic/$ionq) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sandisk Corporation (SNDK)](/topic/$sndk) [Dover Corp (DOV)](/topic/$dov) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Datadog Inc (DDOG)](/topic/$ddog) [MongoDB, Inc. (MDB)](/topic/$mdb) [AppLovin Corporation (APP)](/topic/$app) [Illinois Tool Works Inc. (ITW)](/topic/$itw) [Fenerbahçe Token (FB)](/topic/$fb) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Block, Inc. (XYZ)](/topic/$xyz) [Strategy (MSTR)](/topic/$mstr) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Open Text Corp (OTEX)](/topic/$otex) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Microsoft Corp. (MSFT)](/topic/$msft) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Rally (RLY)](/topic/rally) [Morgan Stanley (MS)](/topic/$ms)
### Top Social Posts
Top posts by engagements in the last [--] hours

"3/X - seeing [---] at s/t base. Watching for a pop above 195/199 area retest & hold of [---] will confirm support & signal to open my leap position $FB"  
[X Link](https://x.com/rafoholic/status/1503380679224143872)  2022-03-14T14:41Z [---] followers, [--] engagements


"4/X - pop reached my level watching for a retest then time to enter some calls. Zones of interest are found below $FB 1/6/12 month targets: 220/240/280/300"  
[X Link](https://x.com/rafoholic/status/1504108688352722946)  2022-03-16T14:53Z [---] followers, [--] engagements


"Started a position in $SQ @ $71.8"  
[X Link](https://x.com/rafoholic/status/1678829103984570368)  2023-07-11T18:10Z [---] followers, [----] engagements


"Currently trading at 1.5x NTM revenue this is the lowest its traded at in over [--] years Adding more at $55 handle and below I think block is horribly managed btw $SQ"  
[X Link](https://x.com/raftooo/status/1692175087859040483)  2023-08-17T14:02Z [---] followers, [---] engagements


"Correction: this is lowest forward-looking revenue multiple $SQ has ever traded at since going public (source: CIQ) Bloated opex/cogs = tarnished profitability & efficiency margins/ratios 🤔🥱"  
[X Link](https://x.com/raftooo/status/1692180862693937584)  2023-08-17T14:25Z [---] followers, [---] engagements


"@GRomePow This isnt a leading indicator it bottomed around the same time as markets. Also the GFC was completely different than whats going on today regarding market internals (I.e no leverage magnification via complex securitized products"  
[X Link](https://x.com/raftooo/status/1710074190315892894)  2023-10-05T23:27Z [---] followers, [----] engagements


"Added more (avg. cost of total position after this addition = $49.68) Built up 70% of my position will add 1-2 more times at lower prices (I hope) $SQ"  
[X Link](https://x.com/raftooo/status/1717200163263987773)  2023-10-25T15:23Z [---] followers, [---] engagements


"Conviction price action. Great Q3 results Will keep adding to this name. $SQ"  
[X Link](https://x.com/raftooo/status/1720172695008993613)  2023-11-02T20:15Z [---] followers, [---] engagements


"@MikeCristo8 Tell me you dont understand fed balance sheet or how QE/RR works without telling me you dont understand go"  
[X Link](https://x.com/raftooo/status/1730990473265696956)  2023-12-02T16:41Z [---] followers, [--] engagements


"So where are all the bears at calling for a huge crash LMAOOOOO Get fkn rekt 😭🤣"  
[X Link](https://x.com/raftooo/status/1735025054218350623)  2023-12-13T19:53Z [---] followers, [--] engagements


"@amitisinvesting Ur logic in this is pretty flawed historical performance cant be used as a reason for not being a winner in the future lol $MSFT [--] example has the largest TAM and can manoeuvre in whichever way it sees fit. Consumers wont be spending billions on AI prods enterprises will"  
[X Link](https://x.com/raftooo/status/1774849733850276306)  2024-04-01T17:22Z [---] followers, [---] engagements


"Big sell coming soon"  
[X Link](https://x.com/rafoholic/status/1775606772121604182)  2024-04-03T19:30Z [---] followers, [---] engagements


"$DELL has a very interesting setup right now - trading around 15x NTM EPS below 1x TTM revs strong price action and cheap AI play. Not to mention EPS surprises for the last [--] quarters in a row + enterprise AI demand tailwinds. Will monitor and start a position 🥸"  
[X Link](https://x.com/raftooo/status/1780412576628674920)  2024-04-17T01:46Z [---] followers, [---] engagements


"Opened position at $120.00 (lot 1) $DELL Would hate to miss the chances of a rally next week catalyzed by FAANG earnings"  
[X Link](https://x.com/rvftoo/status/1780684583131877661)  2024-04-17T19:47Z [---] followers, [---] engagements


"One of my favourite lines regarding trading: a failed moved in one direction often leads to a powerful move in the opposite direction Lots of great setups rn $TSLA double island $DELL consolidation at gap-up VWAP $SQ consolidation at YTD VWAP 🧐🤨🤔"  
[X Link](https://x.com/rvftoo/status/1780956238286926156)  2024-04-18T13:47Z [---] followers, [---] engagements


"My primary thesis atm is to rotate cash into companies deriving value from earnings (versus terminal value) as theyre less interest rate sensitive And to avg down on high beta names ($SQ) once we hit oversold levels Still have lots of cash on the sidelines im chilling"  
[X Link](https://x.com/raftooo/status/1780958076071477332)  2024-04-18T13:54Z [---] followers, [--] engagements


"Bought some $IWM this AM at around $193.50 I think we should go lower but *somehow* watch us go higher looking to avg down $DELL since I got a bad read on the chart I want lower before buying any tech will be patient 🥷"  
[X Link](https://x.com/rvftoo/status/1782473274414207469)  2024-04-22T18:15Z [---] followers, [---] engagements


"Ok so $TSLA up 38% $DELL back above $120 $SQ still consolidating Wawaweewaa"  
[X Link](https://x.com/rvftoo/status/1784969598544027855)  2024-04-29T15:34Z [---] followers, [---] engagements


"$MS raises $DELL price target to $158 My target remains $160 in current environment or $190 if fed starts cutting rates EOY (re-multiple expansion)"  
[X Link](https://x.com/rvftoo/status/1790745231513604285)  2024-05-15T14:05Z [---] followers, [---] engagements


"@gurgavin Futures still pricing in September (52% chance) and November (65% chance). Wall Street doesnt know when to expect the first rate cut"  
[X Link](https://x.com/rvftoo/status/1793686288899641746)  2024-05-23T16:51Z [---] followers, [---] engagements


"If $SQ bounces anywhere its here"  
[X Link](https://x.com/rvftoo/status/1794040876785602594)  2024-05-24T16:20Z [---] followers, [---] engagements


"@amitisinvesting @Crypto2Stocks Gamma squeeze has nothing to do with short selling. MMs will be forced to buy in order to maintain a delta neutral position (I.e. buy [---] shares per [--] call option sold in theory)"  
[X Link](https://x.com/rvftoo/status/1801318710797390268)  2024-06-13T18:20Z [---] followers, 11K engagements


"Sold some $SQ and $DELL this morning + have a GIC maturing on Monday. Port is sitting at 31% cash market breadth is concerning"  
[X Link](https://x.com/rvftoo/status/1801620623606571335)  2024-06-14T14:20Z [---] followers, [---] engagements


"1. Private sector debt to GDP: 269% (Highest level out of all G7) ❌ [--]. Household debt to GDP: 100.4% (One of the highest levels out of all G7) ❌ [--]. Household debt to disposable income: 180% (Again highest level out of all G7) ❌ [--]. Housing cost to income multiplier 136.2x (highest amongst G7) ❌ I can go all night you uneducated swine"  
[X Link](https://x.com/rafoholic/status/1831448108888420625)  2024-09-04T21:43Z [----] followers, [--] engagements


"Worst airline goes to @airtransat thanks for making our plane leaving Lisbon today at 11:30am remain grounded for [--] FUCKING HOURS with no food or water its now 4:45pm and you just canceled the flight and we have to return to the gate and exit the plane Complete waste of my time not to mention I have an another flight to catch in Toronto in 24hr that Ill likely miss $1.6k on a first class ticket to FUCKED"  
[X Link](https://x.com/rafoholic/status/1832082821982081302)  2024-09-06T15:45Z [----] followers, [---] engagements


"@Micro2Macr0 The economy requires either an insane stimulus package or a much weaker currency. Which do you think the government will pick Ill bet my money the former is more likely than the latter"  
[X Link](https://x.com/rafoholic/status/1839683573139313013)  2024-09-27T15:08Z [----] followers, [---] engagements


"@wolf_of_h1gh_st Deal flow is still decently soft with only shitty assets hitting the market once that changes therell be plenty of jobs I work for a big sw PE/m&a shop and even we arent really hiring for the time being Keep ur head up gl my friend"  
[X Link](https://x.com/rafoholic/status/1854543390420914346)  2024-11-07T15:16Z [----] followers, [----] engagements


"Bro Joe Biden actually funny asf when he just blurts shit out loud 😭"  
[X Link](https://x.com/rafoholic/status/1856778184416510104)  2024-11-13T19:16Z [----] followers, [--] engagements


"@itsqail Taylor swift: the king west tour 😍😍😍😍"  
[X Link](https://x.com/rafoholic/status/1857175918264922435)  2024-11-14T21:36Z [----] followers, [----] engagements


"DOJ going after Google for monopolistic practices while companies like Ticketmaster Visa and Mastercard absolutely rinse customers/small businesses with fees is ridiculous $GOOG $LYV $V $MA"  
[X Link](https://x.com/rafoholic/status/1859629198857445747)  2024-11-21T16:05Z [---] followers, [----] engagements


"Can someone explain $MSTR market cap and valuation to me like Im a [--] year old"  
[X Link](https://x.com/rafoholic/status/1859686734478573979)  2024-11-21T19:54Z [----] followers, [---] engagements


"$MSTR but its 2x leverage bitcoin Dumbass YOU are the leverage 😭🤣"  
[X Link](https://x.com/rafoholic/status/1861062061351903303)  2024-11-25T14:59Z [----] followers, [---] engagements


"@TheLongInvest I got in last Monday below $20 easyyyyyyyy"  
[X Link](https://x.com/rafoholic/status/1861062830583132428)  2024-11-25T15:02Z [----] followers, [---] engagements


"@johnsummit A lot of great SoundCloud record labels repost some fire and upload a lot of great stuff from their smaller artists my favourites are: Data transmission Schirmchendrink CONNECT when we dip click records connected 8day Montreal etc. Happy hunting"  
[X Link](https://x.com/rafoholic/status/1861449874098495579)  2024-11-26T16:40Z [----] followers, [---] engagements


"@StephenPunwasi Im so sick of this government man I cant understand how a group of individuals can be so useless and so bad at their jobs. Fire them all"  
[X Link](https://x.com/rafoholic/status/1863973891837694463)  2024-12-03T15:49Z [---] followers, [---] engagements


"Probably gonna fat finger some names into YE & take a much needed screen break 🧘🏻 $Uber $Hims $Googl"  
[X Link](https://x.com/rafoholic/status/1870122482222674209)  2024-12-20T15:01Z [---] followers, [---] engagements


"First lunch time rug pull of [----] 😍"  
[X Link](https://x.com/rafoholic/status/1874870989361918265)  2025-01-02T17:30Z [---] followers, [---] engagements


"Private equity ruined skiing and is 100% to blame for this Not all PE is evil though. Complete PR Disaster for Vail Resorts I dont understand how as a Publicly Traded company and allow this situation in Park City to drag on this long. Horrible Management: $MTN https://t.co/qj6uGcNT3q Complete PR Disaster for Vail Resorts I dont understand how as a Publicly Traded company and allow this situation in Park City to drag on this long. Horrible Management: $MTN https://t.co/qj6uGcNT3q"  
[X Link](https://x.com/rafoholic/status/1875615287153979436)  2025-01-04T18:48Z [---] followers, [---] engagements


"Ah yes $ASTS trading close to 2000x NTM revenue a very healthy & promising investment into the sexy satcom industry"  
[X Link](https://x.com/rafoholic/status/1876665755606917196)  2025-01-07T16:22Z [---] followers, [---] engagements


"A general rule of thumb is: If the shares are used in the calculation of the market cap then theyre also used in the calculation for short interest & other related calculations its as simple as that lol $HIMS class v shares are considered in the calculation 218m in the correct number 👍🏻"  
[X Link](https://x.com/rafoholic/status/1884635160769069509)  2025-01-29T16:10Z [---] followers, [---] engagements


"@RentYourStocks In theory all it takes is [--] incremental share to be purchased versus sold to move the market cap up [--] tick"  
[X Link](https://x.com/rafoholic/status/1885360824962683079)  2025-01-31T16:13Z [---] followers, [---] engagements


"Added more $UBER today $500B sleeping giant in the making The autonomous taxi bear thesis just doesnt make any sense even in a perfect world where every Tesla owner leases out their autonomous car or if Tesla begins operating a B2P ride sharing division The difference is uber is a middle man and need not increase fixed or variable costs to scale revenue(except CAC in the form of uber cash or discounts) Tesla and waymo do I cant emphasize enough how uber can scale like a software company while Tesla and Waymo are more akin to tech-enabled services"  
[X Link](https://x.com/rafoholic/status/1885374420685856871)  2025-01-31T17:07Z [---] followers, [----] engagements


"@c0n5tantinople @em013L @InvestorMexican But youre issuing equity without the benefit of raising cash so your NI is hit with a big non-cash charge & therefore the impact is operational from an income statement perspective. It should always be included in CFO to counter that non-cash impact to operating income"  
[X Link](https://x.com/rafoholic/status/1888638159522799667)  2025-02-09T17:16Z [---] followers, [--] engagements


"This is still in play & $QQQ $455 target Add $uber below $65 $hims below $33 $googl below $160 🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂ Add $uber below $65 $hims below $33 $googl below $160 🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂🧟♂"  
[X Link](https://x.com/rafoholic/status/1899453382819254655)  2025-03-11T13:32Z [---] followers, [---] engagements


"The lower the market goes the more im convinced the gop will hard pivot and [---] their stance Good thing im not a betting man 😉 But will keep dcaing into my fave names $uber $hims $googl"  
[X Link](https://x.com/rafoholic/status/1905637641296437621)  2025-03-28T15:06Z [---] followers, [---] engagements


"Qs at my level pre market if we hold + trump reversion then we rip If we break & close then I look for $426 as my next level Adding some more today regardless $GOOGL $HIMS $UBER $QQQ $SPY"  
[X Link](https://x.com/rafoholic/status/1907764238572978568)  2025-04-03T11:56Z [---] followers, [---] engagements


"$QQQ Level hit & broke - added small lot per plan & eyeing $UBER $GOOGL and $HIMS to add more as we start to approach solid valuations 🫠🤔 have a feeling trump put is still on the table but again not sure how much lower before the orange man begins to pivot (thinking soon tho)"  
[X Link](https://x.com/rafoholic/status/1908254566770000061)  2025-04-04T20:25Z [---] followers, [---] engagements


"Was wrong about trump put (for now) but looking to continue adding small lots today at close"  
[X Link](https://x.com/rafoholic/status/1909203578780086628)  2025-04-07T11:16Z [---] followers, [--] engagements


"Missed every single limit order yesterday but fuck it we ball (thought we were going a few points lower) Not buying this rodeo yet Would love a chance to add more at yesterdays lows $UBER $GOOGL $HIMS $QQQ"  
[X Link](https://x.com/rafoholic/status/1909614384315236572)  2025-04-08T14:28Z [---] followers, [---] engagements


"Well the trump put worked lol. When the man says buy you buy I guess Copped small amount of $GOOGL at open via $GOOG leaving the rest of my limit orders in till end of April ( $HIMS $20 $UBER $55 $ZQQ $114) doubt they fill tho"  
[X Link](https://x.com/rafoholic/status/1910026142506950834)  2025-04-09T17:44Z [---] followers, [---] engagements


"@Flobert77324715 @brooks_david3 @amitisinvesting @SoFi Buddy 90% of their revenue is securitization and NIM with a layer of software on top Its tech-enabled services lol"  
[X Link](https://x.com/rafoholic/status/1919418982324416840)  2025-05-05T15:48Z [---] followers, [--] engagements


"@brooks_david3 @Flobert77324715 @amitisinvesting @SoFi Exactly so I guess those banks are also software companies according to $SOFI investors 🤣"  
[X Link](https://x.com/rafoholic/status/1919452953615724676)  2025-05-05T18:03Z [---] followers, [--] engagements


"$UBER gunning for ath pre-earnings Consistent M&A buying themselves into isolated markets partnerships aggressive S&M etc. Hard to be bearish on this name"  
[X Link](https://x.com/rafoholic/status/1919795460421648504)  2025-05-06T16:44Z [---] followers, [---] engagements


"Bought some $HIMS 07/18 100c Hero or [--] willing to lose the entire amount"  
[X Link](https://x.com/rafoholic/status/1920503547294048764)  2025-05-08T15:38Z [---] followers, [----] engagements


"$UBER ATH Lfg"  
[X Link](https://x.com/rafoholic/status/1922013177933398311)  2025-05-12T19:37Z [---] followers, [----] engagements


"Who needs boner pills when u can just own $HIMS stock"  
[X Link](https://x.com/rafoholic/status/1922286552769589730)  2025-05-13T13:43Z [---] followers, 13.7K engagements


"Bro looks like LeBron James ate Kanye west then ate The Game Man claims he looks like LeBron James Kanye West and The Game combined https://t.co/PFQGltfc0L Man claims he looks like LeBron James Kanye West and The Game combined https://t.co/PFQGltfc0L"  
[X Link](https://x.com/rafoholic/status/1936086647025906102)  2025-06-20T15:40Z [---] followers, [---] engagements


"@StockSavvyShay U mean [--] grifts that you constantly pump regardless of whatever happens in the Middle East"  
[X Link](https://x.com/rafoholic/status/1936886824187629805)  2025-06-22T20:39Z [---] followers, [----] engagements


"@shaunmmaguire Yup and Raegan was [--] in [----] & the US is still beefing in the Middle East and issuing debt hand over fist Nothing will change"  
[X Link](https://x.com/rafoholic/status/1936889660111806876)  2025-06-22T20:50Z [---] followers, 20.3K engagements


"No healthcare expect but I have few thots on this whole $HIMS thing [--]. The shareholders are mostly retail inexperienced traders who contribute [--] value & imo actually make the stock look like a grift because thats what these S/Hs typically invest in so when stuff like this happens and this group of individuals starts tweeting & justifying the price action its actually net negative & makes the news look worse than it is [--]. Dysphemism: look it up. Novo is very obviously purposefully using language that suggests $HIMS is doing something illegal. What they are doing is legal from my understanding"  
[X Link](https://x.com/rafoholic/status/1937168682524045446)  2025-06-23T15:19Z [---] followers, [---] engagements


"@DeepIceValue [--]. The underdog $HIMS $GOOG $UBER"  
[X Link](https://x.com/rafoholic/status/1937888324913655895)  2025-06-25T14:59Z [---] followers, [---] engagements


"How New Orleans isnt on this list is WILD Id be on bourbon at 3am on a Monday getting blackout with 100s of adults and it was just another random week 😭 Americas [--] drunkest counties https://t.co/XYBhXxefVP Americas [--] drunkest counties https://t.co/XYBhXxefVP"  
[X Link](https://x.com/rafoholic/status/1939042360874193259)  2025-06-28T19:24Z [---] followers, [---] engagements


"@nope_its_lily Uber calls"  
[X Link](https://x.com/rafoholic/status/1953643160082547138)  2025-08-08T02:23Z [---] followers, [---] engagements


"@1CoastalJournal WHAT You mean earnings BEFORE interest tax depreciation and amortization (EBITDA) EXCLUDES interest tax and depreciation what kind of fraud is this 🤯🤯🤯🤯"  
[X Link](https://x.com/rafoholic/status/1955733394039754905)  2025-08-13T20:49Z [---] followers, [---] engagements


"Entire port is up 6.5% today thanks $GOOGL $HIMS 🥲"  
[X Link](https://x.com/rafoholic/status/1963241692309422566)  2025-09-03T14:04Z [---] followers, [--] engagements


"LOL. The total US equity market cap is $63 trillion btw 😂 TESLA $TSLA JUST PROPOSED A NEW POTENTIALLY TRILLION DOLLAR PAY PACKAGE FOR ELON MUSK The pay package has [--] different levels which a market cap and operational milestone must be hit The pay package would see Elon Musk get up to his desired 25% ownership stake If all [--] https://t.co/L4gLnnpI0A TESLA $TSLA JUST PROPOSED A NEW POTENTIALLY TRILLION DOLLAR PAY PACKAGE FOR ELON MUSK The pay package has [--] different levels which a market cap and operational milestone must be hit The pay package would see Elon Musk get up to his desired 25%"  
[X Link](https://x.com/rafoholic/status/1964001989156589572)  2025-09-05T16:25Z [---] followers, [--] engagements


"The year is [----] $UBER still has not broken passed $96 🤦♂"  
[X Link](https://x.com/rafoholic/status/1966577496909922779)  2025-09-12T18:59Z [---] followers, [--] engagements


"@lord_fed @StockSavvyShay The organic growth argument was the most concerning part about this imo Arguably the most important metric when assessing these growth/ $IONQ type businesses lmaooooo"  
[X Link](https://x.com/rafoholic/status/1970998028317454822)  2025-09-24T23:45Z [---] followers, [----] engagements


"Going long $CELH here 3% of my port 🫡"  
[X Link](https://x.com/rafoholic/status/1971212500592099657)  2025-09-25T13:57Z [---] followers, [---] engagements


"Thinking PepsiCo will make a bid for $CELH within the next [--] months after reading last few months of filings literally a no brainer"  
[X Link](https://x.com/rafoholic/status/1971597858106446278)  2025-09-26T15:28Z [---] followers, [---] engagements


"Not to mention based on form 8-k from 9/22 [--] Im calculating operating TTM EBITDA at $435m (vs $151m GAAP reported) This is significant $CELH"  
[X Link](https://x.com/rafoholic/status/1971598846846497025)  2025-09-26T15:32Z [---] followers, [---] engagements


"A lot of people forget and dont even know that from 2014-Covid Silicon Valley PE/VC would NOT fund your software company unless it was being sold via SaaS model and obviously hosted on AWS (since it was basically the only option) therefore *literally* every sw company switched to AWS just to appease their owners Fast forward to today and I cannot emphasize enough at how many companies I deal with on a recurrent basis that explicitly express the desire to churn of their hosting services (many of which have din so) and absolutely hate the pricing/quality of their services I dont hate Amazon but"  
[X Link](https://x.com/rafoholic/status/1973027509953241129)  2025-09-30T14:09Z [---] followers, [----] engagements


"Huge buying at the ask the last [--] day with size 96c and 103c getting hammered not surprised it this is someone front running an uber government partnership given all the recent Trump involvement in equity markets $UBER long and strong baby $UBER - $1.1M into these calls now https://t.co/4R8ZPF8GpM $UBER - $1.1M into these calls now https://t.co/4R8ZPF8GpM"  
[X Link](https://x.com/rafoholic/status/1973903047408693687)  2025-10-03T00:08Z [---] followers, [---] engagements


"@jbulltard1 @Aureliusltd28 Oh boy wait till you hear about CVs and secondaries spreadsheet engineering at its finest"  
[X Link](https://x.com/rafoholic/status/1973906507981783250)  2025-10-03T00:22Z [---] followers, [--] engagements


"@tyleraloevera @Fred_cpo Bro took on the whole family 😭😭😭😭😭"  
[X Link](https://x.com/rafoholic/status/1974107428120875407)  2025-10-03T13:41Z [---] followers, 25.2K engagements


"Sold entire position here +17% After doing DD I like the company but Im too concentrated around mid-cap equities and need to reduce exposure"  
[X Link](https://x.com/rafoholic/status/1974109162012619206)  2025-10-03T13:47Z [---] followers, [--] engagements


"Adding more $SRPT Need some thrill in my life"  
[X Link](https://x.com/rafoholic/status/1975616737019371800)  2025-10-07T17:38Z [---] followers, [---] engagements


"Biggest AI black swan just dropped heres one sentence from E. Zitron: the true nature of labor that executives fail to comprehend at scale: that the things we do are not units of work but extrapolations of experience emotion and context that cannot be condensed in written meaning The most highly-paid jobs in the world are impossible to describe their labor described in a mish-mash of LinkedInspiraton yet in the context of AI everybody elses labor is an output that can be automated by AI" Anyone with a good job knows that theyre paid for their thinking skills experiences & perspectives and"  
[X Link](https://x.com/rafoholic/status/1976344526706127126)  2025-10-09T17:50Z [---] followers, [--] engagements


"The thing about it this chart is people automatically equate gold = running to safe haven when in fact assets have an order of desirability for central banks and in this mini era goldUSD for very obvious reasons China central bank is imo applying pressure to the USD (and implicitly equities ofc) knowing rates are coming down tariffs will be short lived and inflation risk is high not to mention lifting the yuan in the short term as a result however can this last No its not sustainable at all. Chinas an exporting economy and needs USD China gold holdings $PHYS $GLD https://t.co/WHyswPwymm China"  
[X Link](https://x.com/rafoholic/status/1979179085642240475)  2025-10-17T13:34Z [---] followers, [----] engagements


"After that earning's call I'm still super bullish on $SQ a whole ecosystem built around both the customer *and* the seller"  
[X Link](https://x.com/rafoholic/status/1364352098259906563)  2021-02-23T23:11Z [---] followers, [--] engagements


"Started position in $XIT I think Shopifys valuation is a little rich but I think the overall sector is undervalued (nice R/R profile)"  
[X Link](https://x.com/rafoholic/status/1744436457656168669)  2024-01-08T19:10Z [---] followers, [---] engagements


"$UBER & $GOOGL earnings next [--] hours either Im Gucci mane from [----] or eating ramen for the next few months"  
[X Link](https://x.com/rafoholic/status/1886810758140346572)  2025-02-04T16:15Z [---] followers, 26K engagements


"My god $XYZ might be the most painful stock to own"  
[X Link](https://x.com/rafoholic/status/1892223605045359047)  2025-02-19T14:43Z [---] followers, [----] engagements


"Officially up 200% on $HIMS 🔫🔫🔫🔫🔫🔫🔫🔫"  
[X Link](https://x.com/rafoholic/status/1892250587443429579)  2025-02-19T16:31Z [---] followers, [----] engagements


"Brilliant observation Mr. Gerber $UBER 👏 @RobertMSterling Waymo is eating their lunch. @RobertMSterling Waymo is eating their lunch"  
[X Link](https://x.com/rafoholic/status/1892708247930335236)  2025-02-20T22:49Z [---] followers, [---] engagements


"Portfolio is down but my depression is big up 🗣🗣🗣🗣🗣 $uber $hims $googl $xyz"  
[X Link](https://x.com/rafoholic/status/1893045968502653394)  2025-02-21T21:11Z [---] followers, [---] engagements


"Days like today in the market remind me of one of my favourite quotes: can you remain unmoving till the right action arises by itself A little lower and Ill finally be convinced to average up on my favourite [--] stocks $uber $hims $googl"  
[X Link](https://x.com/rafoholic/status/1894043231748342224)  2025-02-24T15:14Z [---] followers, [---] engagements


"$SRPT [--] funds sold out insiders increasing positions by many multiples people who I know in real life working in this space have positive perception recent data shows improvement/stabilization in treated (with improved statistical significant w/ exception of 10MWR time) Roche partnership intact Milestone Friday (10/10/2025) Ya dont listen to people online kids do your own research"  
[X Link](https://x.com/rafoholic/status/1975945752732942488)  2025-10-08T15:25Z [---] followers, [----] engagements


"@buccocapital Dont show Palantir PayPal Tesla etc investors this pls"  
[X Link](https://x.com/rafoholic/status/1982164546635673792)  2025-10-25T19:17Z [---] followers, [----] engagements


"@ColdBloodShill A big part of this is precious metals are up 50% YTD"  
[X Link](https://x.com/rafoholic/status/1982179407289610577)  2025-10-25T20:16Z [---] followers, [--] engagements


"Sold rest of $hims (+55%) 75% $srpt off that terrible $qure news (+17%) Sold 15% of $qqq (+39%) and now sitting with only long $uber ($65.9 cost basis) and a mountain of cash Still havent touched long term portfolio still DCAing. Dont care if we go up or down Time to destress & focus on hobbies & work 🧘🏻"  
[X Link](https://x.com/rafoholic/status/1985367497785167987)  2025-11-03T15:24Z [---] followers, [---] engagements


"$UBER just reported one of the best quarters and stocks still drops LMAOOO"  
[X Link](https://x.com/rafoholic/status/1985677885135356073)  2025-11-04T11:57Z [---] followers, [----] engagements


"My model is -1.55% off the buy signal (aka need this basket to drop by that much before it triggers a buy) Has been right 7/10 times last 12mo. [--] of the false positives triggered by trump trade rhetoric back in March (filtering out noise) Lets see what happens next thinking another day or [--] of red then up we go if my model holds Still majority cash 💰 $SPY $ES $NQ"  
[X Link](https://x.com/rafoholic/status/1986448753797013587)  2025-11-06T15:01Z [---] followers, [---] engagements


"$MSTR -45% since this is in a bull market too🤣 $MSTR but its 2x leverage bitcoin Dumbass YOU are the leverage 😭🤣 $MSTR but its 2x leverage bitcoin Dumbass YOU are the leverage 😭🤣"  
[X Link](https://x.com/rafoholic/status/1986802903768596613)  2025-11-07T14:28Z [---] followers, [---] engagements


"That account is not real and has no idea what they even post about if you know anything about stats you can figure out its a fake account within seconds lmao How they have a huge following is beyond me Oh and zoom in on the Bloomberg screen shots non of the panels open usually have anything to do with what the account tweets about its usually also always old pics from last year on Tesla stock"  
[X Link](https://x.com/rafoholic/status/1987922378631115052)  2025-11-10T16:36Z [---] followers, [----] engagements


"This whole Burry and $NVDA short thesis just proves that so many of you so called professionals have literally [--] knowledge on accounting or the semis space at all This platform becomes more embarrassing by the day 🤦♂"  
[X Link](https://x.com/rafoholic/status/1988248978765271079)  2025-11-11T14:14Z [---] followers, [--] engagements


"@hoomansv I seem to have cognitive dissonance but how did his oxy and baba picks play out 😆"  
[X Link](https://x.com/rafoholic/status/1989729124580253832)  2025-11-15T16:16Z [---] followers, [----] engagements


"Bitcoin Stans want to escape the USD but will buy ETFs with USD to hold their coins in regulated accounts that are also denominated in USD meanwhile they watch their purchasing powering in MSTR terms (MSTR:btc) completely evaporate If it looks like a 🦆 and quacks like a 🦆. Morons"  
[X Link](https://x.com/rafoholic/status/1990159090060796154)  2025-11-16T20:44Z [---] followers, [--] engagements


"@partners_road Oracles balance sheet must be telling a horror story"  
[X Link](https://x.com/rafoholic/status/1990182953880867213)  2025-11-16T22:19Z [---] followers, [---] engagements


"$SNDK will either be a powerhouse or will be the best short idea of FY26 No position but have my doubts on managements FC"  
[X Link](https://x.com/rafoholic/status/1990434664134103493)  2025-11-17T14:59Z [---] followers, [---] engagements


"Best shirt idea of rn* lol $SNDK"  
[X Link](https://x.com/rafoholic/status/1990797328253620234)  2025-11-18T15:00Z [---] followers, [--] engagements


"If NVDA ER go well well likely go up from here for a week or [--] then we resume downwards"  
[X Link](https://x.com/rafoholic/status/1990817340745724296)  2025-11-18T16:20Z [---] followers, [--] engagements


"@natbrunell @mikealfred @Gemini @BitwiseInvest @speed__wallet @Bitkey @AbundantMines @Thebitcoinway_ @Bakkt @strive Interviewing the biggest loser on this app isnt a good look"  
[X Link](https://x.com/rafoholic/status/1991147550921965620)  2025-11-19T14:12Z [---] followers, [---] engagements


"@AIStartupSphere Not sure how advanced your knowledge on accounting is but dont let this site trick you into thinking that its not misleading (we know about it and are talking about it) and its definitely not misleading Happy to go into a lot more detail just woke up and lazy atm lol"  
[X Link](https://x.com/rafoholic/status/1991478861465546849)  2025-11-20T12:08Z [---] followers, [--] engagements


"Gotcha and in theory and practice I guess thst can fly however from an accounting standpoint it this is how I see it: $Meta is using cash to buy assets; this stays on the balance sheet and is only subject to depreciation and creates a lumpy asset which must realize returns ASAP in order to create value (which is not happening as no one is successfully monetizing AI yet). By selling off the assets and leasing them in the form of debt Meta pushes the growth and return down the field and unlocks the following: - a clean balance sheet with ample liquidity to keep investing in present projects"  
[X Link](https://x.com/rafoholic/status/1991527019130048531)  2025-11-20T15:20Z [---] followers, [---] engagements


"My entire compounder tracker flying in sync today First time I see this in a while $CSU $LMN $DOV $TOI $ROP $HEN $CMG"  
[X Link](https://x.com/rafoholic/status/1991536538619191628)  2025-11-20T15:58Z [---] followers, [---] engagements


"@DrJStrategy Remind us what happened when Ontario and Quebec bought Bitcoin"  
[X Link](https://x.com/rafoholic/status/1991567947765280919)  2025-11-20T18:02Z [---] followers, [----] engagements


"@bennpeifert Let me broker the deal and hold both datasets for safe keeping"  
[X Link](https://x.com/rafoholic/status/1991647878457225507)  2025-11-20T23:20Z [---] followers, [---] engagements


"@slut4house Progressive house crowds are even better (Like Hernan or Nick Warren)"  
[X Link](https://x.com/rafoholic/status/1991648995752681588)  2025-11-20T23:24Z [---] followers, [---] engagements


"Using grade [--] math; the sum of an infinite series you can actually MATHEMATICALLY PROVE that the present value of value creation per share = [--] or [--] but I get that doing math is difficult for $MSTR shareholders This doesnt take into account issuing debt and interest payments which would actually create negative PV $MSTR is the absolute worst thing to happen to Bitcoin and you Stans are all insufferably stupid @comic"  
[X Link](https://x.com/rafoholic/status/1991952683499126796)  2025-11-21T19:31Z [---] followers, [---] engagements


"@GiantsHodl @RhoRider You *literally* just described a ponzi scheme lol"  
[X Link](https://x.com/rafoholic/status/1991971522249200070)  2025-11-21T20:46Z [---] followers, [--] engagements


"Have literally called out this account so many times they are not a quant and are just schilling stupid vibe coded AI nonsense lmao It was clear from day [--]. https://t.co/mOUvcVeXYj It was clear from day [--]. https://t.co/mOUvcVeXYj"  
[X Link](https://x.com/rafoholic/status/1992676873180967225)  2025-11-23T19:29Z [---] followers, [---] engagements


"Long $CSU / short $NVDA $PLTR +15% since Ive been following the pair on Nov 17th"  
[X Link](https://x.com/rafoholic/status/1993343264074920185)  2025-11-25T15:37Z [---] followers, [---] engagements


"Youd think this is a shitco getting accused of fraud Nope just $NVDA being salty 🤣 Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers"  
[X Link](https://x.com/rafoholic/status/1993389612656635934)  2025-11-25T18:41Z [---] followers, [---] engagements


"@cubana_WL Going to a naked beach in Spain to just watch girls and take pics is next level horny and fucked up Delete this man youre a terrible person Reading all these comments makes me sick yall deserve all the hate you having coming ur way"  
[X Link](https://x.com/rafoholic/status/1993713855676158371)  2025-11-26T16:09Z [---] followers, 26.8K engagements


"@CharlieZvible Yes because they have the most annoying god awful sales team that will harass u into a free trial Anyone who uses a terminal or CIQ knows alpha sense is fucking garbage"  
[X Link](https://x.com/rafoholic/status/1996631509743345816)  2025-12-04T17:23Z [---] followers, [--] engagements


"@joecarlsonshow We dont need more stock pickers. We need accounts to teach positioning actionability and risk management"  
[X Link](https://x.com/rafoholic/status/1996646931968524455)  2025-12-04T18:24Z [---] followers, [----] engagements


"We go down before up still holding 35% cash after adding more $META last week and selling half of $CSU above $3314 which Ill add back before December [--] (based on my back test) Paytience 😌"  
[X Link](https://x.com/rafoholic/status/1998781901138547051)  2025-12-10T15:48Z [---] followers, [---] engagements


"@nequalonetrader $67M AUM is how lol"  
[X Link](https://x.com/rafoholic/status/1998784153207144497)  2025-12-10T15:57Z [---] followers, [---] engagements


"Home for the holidays and my mom parks in [--] spots then yells at the Mazda for parking like an idiot #iconic"  
[X Link](https://x.com/rafoholic/status/2000997201057866065)  2025-12-16T18:31Z [---] followers, [--] engagements


"Almost like I have a crystal ball or something weird. 😂🤣"  
[X Link](https://x.com/rafoholic/status/2001352359117824067)  2025-12-17T18:02Z [---] followers, [--] engagements


"Trimmed $meta here now sitting at 25% of my (swing trading) port Given my Average is pretty low Ive decided to keep this + role some of the profit into $GOOGL After thinking I think $CSU $META and $GOOGL is a great port going into next year now at 28% cash so looking to keep day trading and eventually permanently deploying more capital if (and when) we finally drop. Still think were not out of the woods just yet despite inflation print"  
[X Link](https://x.com/rafoholic/status/2001675669353202057)  2025-12-18T15:27Z [---] followers, [---] engagements


"Love adding to my positions on days like today From -2% to +1.5% on buying the dip at the right time $META $CSU $GOOG"  
[X Link](https://x.com/rafoholic/status/2008615441732956296)  2026-01-06T19:03Z [---] followers, [---] engagements


"Starting a swing in $NOW"  
[X Link](https://x.com/rafoholic/status/2008933732774740306)  2026-01-07T16:08Z [---] followers, [--] engagements


"Bought $CSU $3030"  
[X Link](https://x.com/rafoholic/status/2011520052823277798)  2026-01-14T19:25Z [---] followers, [---] engagements


"@mark_ledain Yeah as a CSU shareholder I definitely have my reservations about that but I think in the long term well just see TAM expansion and more competition which imo is a good thing in the context of M&A"  
[X Link](https://x.com/rafoholic/status/2011861454526239191)  2026-01-15T18:02Z [---] followers, [--] engagements


"@AIStartupSphere Yeah market psychology is so mentally draining lol But in a trading world increasingly driven by short term gains and volatility I think long term conviction is paramount here. I know the field very well and I am still yet to see any evidence of all the doomsday stuff"  
[X Link](https://x.com/rafoholic/status/2011886452813283532)  2026-01-15T19:41Z [---] followers, [--] engagements


"$CSU has almost completely reversed the gains since motley fool famously compared them to Berkshire back in January [----] Im down -14% on the name and will add again at $2800 $2700 $2600 until my avg is below $3K per share Keep selling guys 🦍"  
[X Link](https://x.com/rafoholic/status/2012180698656907364)  2026-01-16T15:10Z [---] followers, [---] engagements


"US will never actually strike Iran because who else would they use as their scape goat for everything JUST IN: President Trump says he 'convinced himself' to hold off on striking Iran. https://t.co/a0jIOekKcz JUST IN: President Trump says he 'convinced himself' to hold off on striking Iran. https://t.co/a0jIOekKcz"  
[X Link](https://x.com/rafoholic/status/2012230166097850724)  2026-01-16T18:27Z [---] followers, [---] engagements


"Added at $127 $NOW"  
[X Link](https://x.com/rafoholic/status/2012266903205474436)  2026-01-16T20:53Z [---] followers, [--] engagements


"Another usual day for me bought more $NOW and $CSU"  
[X Link](https://x.com/rafoholic/status/2013652537581146245)  2026-01-20T16:39Z [---] followers, [---] engagements


"Full YEEZY SEASON [--] fit to flex on my opps in the storm 😤😤🙏🙏"  
[X Link](https://x.com/rafoholic/status/2015821700898648522)  2026-01-26T16:18Z [---] followers, [--] engagements


"I used to really like the guy too. I was raised to never kick a man while hes down and to never show off what u have to others no matter what. Once I realized J does both of those things multiple times daily I unfollowed Anyone who participates in the above is either insecure or lying or both https://twitter.com/i/web/status/2015868970750927232 https://twitter.com/i/web/status/2015868970750927232"  
[X Link](https://x.com/rafoholic/status/2015868970750927232)  2026-01-26T19:26Z [---] followers, [--] engagements


"I have a lot of respect for you for that man I could only imagine how rough that was but I bet it really helped shape u into who u are today Im only [--] but I too used to show off the designer and expensive stupidities I bought online I regret it a little but it also made me appreciate how lucky I am now I understand there is a big difference between spending $ for validation vs spending $ for something that makes u happy anyone who feels the need to show off is doing it for the former not the latter because the latter is truly priceless if ur happy"  
[X Link](https://x.com/rafoholic/status/2015872240425050472)  2026-01-26T19:39Z [---] followers, [--] engagements


"Thats very cool congrats on that Dont feel lame I love hearing about everyones unique story always something to learn Ive noticed as I got older wealth absolutely does not equal intelligence or integrity Thanks for the good chat my man always good to hear from others :) https://twitter.com/i/web/status/2015876922056835099 https://twitter.com/i/web/status/2015876922056835099"  
[X Link](https://x.com/rafoholic/status/2015876922056835099)  2026-01-26T19:58Z [---] followers, [--] engagements


"@r__u__f__u__s__ @mark_ungewitter Because scale matters when youre dealing with anything $. Log should only be used to compare different asset sizes Silver is a commodity absolute price is what matters not % move"  
[X Link](https://x.com/rafoholic/status/2015926149822517719)  2026-01-26T23:13Z [---] followers, [---] engagements


"@1leone @mark_ungewitter Why do u think that"  
[X Link](https://x.com/rafoholic/status/2016163324187062615)  2026-01-27T14:56Z [---] followers, [--] engagements


"Hedging my portfolio via $IWM puts (05/24 195p) Reduced my $XIT and $XSU portions to increase my cash from 10% to 18% of my portfolio Eyeing $DELL $GBTC $SQ (add)"  
[X Link](https://x.com/rafoholic/status/1780624990871695621)  2024-04-17T15:50Z [---] followers, [---] engagements


"@mark_ungewitter Log charts are terribly misleading lmao Going from $10 to $100 is a lot different than $100 to $1000"  
[X Link](https://x.com/rafoholic/status/2015806136998347065)  2026-01-26T15:16Z [---] followers, [----] engagements


"This move in silver really makes it obvious who has a grip on general macro vs who just looks at charts and draws lines lmao Unfollowed many ppl who clearly just draw lines on charts"  
[X Link](https://x.com/rafoholic/status/2016160603388145948)  2026-01-27T14:45Z [---] followers, [--] engagements


"@1leone @mark_ungewitter Not quite sure using any sort of graph to chart silver is foolish imo Unlike equity the biggest buyers of silver dont care about price so charts are meaningless"  
[X Link](https://x.com/rafoholic/status/2016182235733307616)  2026-01-27T16:11Z [---] followers, [--] engagements


"@1leone @mark_ungewitter Price discovery is fun to watch Ive learnt not to fight it"  
[X Link](https://x.com/rafoholic/status/2016213851532890519)  2026-01-27T18:16Z [---] followers, [--] engagements


"@BubleQe Have been and will continue to over next few weeks IRR works very well here with modest expectations"  
[X Link](https://x.com/rafoholic/status/2016558693039439971)  2026-01-28T17:07Z [---] followers, [--] engagements


"Im crying u can hear the frustration in his voice. But u know hes being DEAD SERIOUS Man was at the helm of the best era at SAP how can you not be bullish"  
[X Link](https://x.com/rafoholic/status/2016634046625820865)  2026-01-28T22:06Z [---] followers, [---] engagements


"Added to $NOW at $116 🤧🤧🤧"  
[X Link](https://x.com/rafoholic/status/2016896246972141585)  2026-01-29T15:28Z [---] followers, [---] engagements


"Days like today are my favourite because there is soo soo much bad news so many doomsday narratives and everyone is arguing on which one is true or not All to say no one really truly knows why were selling off Down -17% on a wavg basis between $CSU and $NOW Added more this morning but Im done for now will let narrative play out and starting adding again when investors start using their brains again + flow supports up tick https://twitter.com/i/web/status/2016908372420022724 https://twitter.com/i/web/status/2016908372420022724"  
[X Link](https://x.com/rafoholic/status/2016908372420022724)  2026-01-29T16:16Z [---] followers, [---] engagements


"Came across this today great chart for comps above 20% growth $NOW $APP $PLTR $DDOG $SNOW $SHOP $ZETA $MDB $GTLB $NET"  
[X Link](https://x.com/rafoholic/status/2017322259975721382)  2026-01-30T19:41Z [---] followers, [---] engagements


"@TheLongInvest Hawkish fed pick sparked profit taking Same day 2x levered etf had rebalancing at 1:30pm Hedge funds added fuel by front running etf rebalance All while shaking out anyone long above [---] A perfect storm Tail wag dog 🐕"  
[X Link](https://x.com/rafoholic/status/2017632270429847738)  2026-01-31T16:13Z [---] followers, [---] engagements


"I fkn love Bill McDermott man comes onto his ER call full guns blazing 🤣🤣🤣 $NOW"  
[X Link](https://x.com/rafoholic/status/2016633380381622308)  2026-01-28T22:03Z [---] followers, [---] engagements


"Why the HECK are software stocks catching a bid This is a DEAD industry AI will replace everything and everyone $CSU $NOW 😂"  
[X Link](https://x.com/rafoholic/status/2019130126274031696)  2026-02-04T19:25Z [---] followers, [---] engagements


"Why the HELL are stocks falling I thought this was a software issue Donald trump was supposed to save the market 🤡"  
[X Link](https://x.com/rafoholic/status/2019432316507156864)  2026-02-05T15:25Z [---] followers, [--] engagements


"@Merridew__ I challenge any AI pundit to use Alphasense vs Cap IQ vs terminal"  
[X Link](https://x.com/rafoholic/status/2019480502286074183)  2026-02-05T18:37Z [---] followers, [---] engagements


"$IREN HAHAHAHAHHAHAAHAHHAHAHAHAAHAHAHAAHHAAHAHAHAHHAHAHAHAHAHHA @mikealfred are you done bagging your followers you cement head 🤡"  
[X Link](https://x.com/rafoholic/status/2019550486618337737)  2026-02-05T23:15Z [---] followers, [---] engagements


"Bought more $NOW at $101 Next add is [--] then [--] handle Adding 5% lots at a time rules for buying falling knife is buy on a regular cadence with small lots. The goal is to survive the drop and make money not nail the bottom"  
[X Link](https://x.com/rafoholic/status/2019830884619415991)  2026-02-06T17:49Z [---] followers, [---] engagements


"@MAGA_COUNTRY47 Smart Im gonna do every $10 move down if broader market tanks"  
[X Link](https://x.com/rafoholic/status/2019838532047745346)  2026-02-06T18:20Z [---] followers, [--] engagements


"@ImFiredUp2 American politics really are one big iq test lmaoooo"  
[X Link](https://x.com/rafoholic/status/2020229423849410992)  2026-02-07T20:13Z [---] followers, [--] engagements


"So $CMG (computer modelling group) taking out the entire software compounder universe on negative OG and bottom line deceleration $TDG $DOV and $ITW catching a nice bid $CSU $TYL $OTEX $TOI $VIT"  
[X Link](https://x.com/anyuser/status/2021652352814678506)  2026-02-11T18:27Z [---] followers, [---] engagements


"Tbf CMG might have one of the worst ER of the year by a mile needs to rerate closer to Ziff Davis or Enghouse multiple 🤣 $ZD $ENGH"  
[X Link](https://x.com/anyuser/status/2021653096422945214)  2026-02-11T18:30Z [---] followers, [--] engagements


"$TYL first share buy back in [--] years Interesting"  
[X Link](https://x.com/rafoholic/status/2019434926568010053)  2026-02-05T15:36Z [---] followers, [---] engagements


"Oh also added more $NOW and $CSU this AM 🦍🦍🦍"  
[X Link](https://x.com/rafoholic/status/2020979268185165895)  2026-02-09T21:53Z [---] followers, [---] engagements


"@BillRMcDermott I believe in you Bill I want that $20B in market cap back since ER"  
[X Link](https://x.com/rafoholic/status/2021019165285400761)  2026-02-10T00:31Z [---] followers, [----] engagements


"@realUNICARNS So much car for $80k"  
[X Link](https://x.com/rafoholic/status/2021722771852595661)  2026-02-11T23:07Z [---] followers, [---] engagements


"Updated software comps from my dashboard $IGV $NOW $PLTR $HUBS $CSU $MDB $CRWD $DDOG Lots of interesting value propositions around 30% g / 10x FCF-sbc"  
[X Link](https://x.com/anyuser/status/2021992360230666618)  2026-02-12T16:58Z [---] followers, [---] engagements


"Eyeing $MSFT and $APP to start soon"  
[X Link](https://x.com/anyuser/status/2022012003192385728)  2026-02-12T18:16Z [---] followers, [---] engagements


"Compounder basket trades at 14.5x LTM EBITDA while critical public SaaS at 20.3x U can buy a shipping brokerage for [--] turns of ebitda w/ 20% margins and zero growth (zig zag) and (obvious) entire book [--] earn biz w/ terrible working capital lol"  
[X Link](https://x.com/anyuser/status/2022322471739818170)  2026-02-13T14:50Z [---] followers, [--] engagements


"I know u like short ideas so heres one: long Compounder basket ($CSU $LIFCO $TOI $ITW for example) Short AI speculation ($ORCL $SNDK $PLTR for example any AI stock with revenue based on promises in essence) Very simple thesis: compounders approach trading at value stock multiples; being well funded and profitable the M&A cadence should drastically increase with more favourable multiples as market continues to derisk and data continues to point toward a recession thus further bolstering FCF and growth https://twitter.com/i/web/status/1990512626002997643"  
[X Link](https://x.com/rafoholic/status/1990512626002997643)  2025-11-17T20:09Z [---] followers, [---] engagements


"@DDBlakeFischer @KobeissiLetter $TYL Trading at double the compounder peer median EBITDA multiple for half the growth"  
[X Link](https://x.com/rafoholic/status/2021699172819222719)  2026-02-11T21:33Z [---] followers, [---] engagements


"@DDBlakeFischer @KobeissiLetter Agreed much better quality names to pick if youre buying the space too SaaS is guilty till proven innocent now tho execution & results are imo the only thing that matters so will be plenty of time to buy"  
[X Link](https://x.com/rafoholic/status/2021702270245613873)  2026-02-11T21:45Z [---] followers, [--] engagements


"Probably chop suey for a few hours to ramp up at close kill vol for a little"  
[X Link](https://x.com/anyuser/status/2022330474706952655)  2026-02-13T15:22Z [---] followers, [--] engagements


"Buying these instead of dj equipment was kinda crazy in hindsight but fk are these things addictive to use"  
[X Link](https://x.com/anyuser/status/2022690501061759384)  2026-02-14T15:12Z [---] followers, [--] engagements


"Probably chop suey for a few hours to ramp up at close kill vol for a little"  
[X Link](https://x.com/anyuser/status/2022330474706952655)  2026-02-13T15:22Z [---] followers, [--] engagements


"Sorry guys need to cancel dinner Saturday claviculars hosting the frame mogging championship Clavicular is officially hosting the FRAME MOG CHAMPIONSHIP between the ASU Frat Leader and Androgenic this Saturday at 7:00 PM EST 👀 https://t.co/JoWYZ21bsu Clavicular is officially hosting the FRAME MOG CHAMPIONSHIP between the ASU Frat Leader and Androgenic this Saturday at 7:00 PM EST 👀 https://t.co/JoWYZ21bsu"  
[X Link](https://x.com/anyuser/status/2022377162716684742)  2026-02-13T18:27Z [---] followers, [---] engagements


"Clavicular is officially hosting the FRAME MOG CHAMPIONSHIP between the ASU Frat Leader and Androgenic this Saturday at 7:00 PM EST 👀"  
[X Link](https://x.com/anyuser/status/2022128828320219185)  2026-02-13T02:00Z 165.6K followers, 3.2M engagements


"Added last lot of $CSU today. Pretty much 2xed my allocation at $2300 and nailed $2220 for some adds too doesnt make sense to keep adding here hate to sell off but would love adds at 9x FCF and 8x FCF (basically sub $2K)"  
[X Link](https://x.com/anyuser/status/2022341854050816059)  2026-02-13T16:07Z [---] followers, [---] engagements


"Compounder basket trades at 14.5x LTM EBITDA while critical public SaaS at 20.3x U can buy a shipping brokerage for [--] turns of ebitda w/ 20% margins and zero growth (zig zag) and (obvious) entire book [--] earn biz w/ terrible working capital lol"  
[X Link](https://x.com/anyuser/status/2022322471739818170)  2026-02-13T14:50Z [---] followers, [--] engagements


"Things are getting v interesting in the market rn because once energy materials industrials & staples bring the Spx down sw & IT can churn sideways while broader market valuation reset & creating a base for next leg up Or sw/IT keep getting clobbered that can happen too ofc"  
[X Link](https://x.com/anyuser/status/2022110423588483399)  2026-02-13T00:47Z [---] followers, [--] engagements


"Not even down 0.5% today lmao ggs in the chat everyone"  
[X Link](https://x.com/anyuser/status/2022026957295390794)  2026-02-12T19:16Z [---] followers, [--] engagements


"Markets dont bottom on Friday But they definitely do bottom on Thursdays"  
[X Link](https://x.com/anyuser/status/2022017654706647293)  2026-02-12T18:39Z [---] followers, [--] engagements


"Feb [--] $CSU taken down 6% on [-----] volume Feb [--] (today) it get taken down 5% on [-----] volume Love it"  
[X Link](https://x.com/anyuser/status/2022015842452746292)  2026-02-12T18:31Z [---] followers, [---] engagements


"Adding more silver if $82.5 holds still looking for an attempt to run for $100+"  
[X Link](https://x.com/anyuser/status/2021779877142442269)  2026-02-12T02:54Z [---] followers, [--] engagements


"Wetting my feet @ $75.65 (physical silver)"  
[X Link](https://x.com/anyuser/status/2022014250055790683)  2026-02-12T18:25Z [---] followers, [--] engagements


"Updated software comps from my dashboard $IGV $NOW $PLTR $HUBS $CSU $MDB $CRWD $DDOG Lots of interesting value propositions around 30% g / 10x FCF-sbc"  
[X Link](https://x.com/anyuser/status/2021992360230666618)  2026-02-12T16:58Z [---] followers, [---] engagements


"Eyeing $MSFT and $APP to start soon"  
[X Link](https://x.com/anyuser/status/2022012003192385728)  2026-02-12T18:16Z [---] followers, [---] engagements


"Are quantum stocks made of software A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f"  
[X Link](https://x.com/anyuser/status/2021964614649659781)  2026-02-12T15:08Z [---] followers, [--] engagements


"A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ"  
[X Link](https://x.com/anyuser/status/2021788855066923119)  2026-02-12T03:30Z 584.6K followers, 448.8K engagements


"Crazy how software value was a non issue until valuation started falling. Now the biggest bulls starting to say how theyll never recover or that theyll start trading like regional banks everyone so quick to whine and mock looking backwards but one has a brain to try and make predictions the big accounts on this app are full of shit lmaooo"  
[X Link](https://x.com/anyuser/status/2021961714862829650)  2026-02-12T14:56Z [---] followers, [--] engagements


"Was mid jestergooning when the stock market gave me a life threatening cortisol spike 😱😱😱🙏🙏🙏"  
[X Link](https://x.com/anyuser/status/2021662164671770912)  2026-02-11T19:06Z [---] followers, [--] engagements


"So $CMG (computer modelling group) taking out the entire software compounder universe on negative OG and bottom line deceleration $TDG $DOV and $ITW catching a nice bid $CSU $TYL $OTEX $TOI $VIT"  
[X Link](https://x.com/anyuser/status/2021652352814678506)  2026-02-11T18:27Z [---] followers, [---] engagements


"Tbf CMG might have one of the worst ER of the year by a mile needs to rerate closer to Ziff Davis or Enghouse multiple 🤣 $ZD $ENGH"  
[X Link](https://x.com/anyuser/status/2021653096422945214)  2026-02-11T18:30Z [---] followers, [--] engagements

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