# ![@in_defaultX0 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1488936302565339140.png) @in_defaultX0 waifutrader

waifutrader posts on X about $zeta, bullish, ai, $pct the most. They currently have [----------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::1488936302565339140/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488936302565339140/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1488936302565339140/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488936302565339140/c:line/m:posts_active.svg)


### Followers: [----------] [#](/creator/twitter::1488936302565339140/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488936302565339140/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1488936302565339140/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1488936302565339140/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [us election](/list/us-election) 

**Social topic influence**
[$zeta](/topic/$zeta), [bullish](/topic/bullish) #1446, [ai](/topic/ai), [$pct](/topic/$pct), [in the](/topic/in-the), [9qrimjppajtmctfqnz7mo9bsv2jawtr2ff7yc3jwpump](/topic/9qrimjppajtmctfqnz7mo9bsv2jawtr2ff7yc3jwpump), [this is](/topic/this-is), [$rmbs](/topic/$rmbs) #8, [if you](/topic/if-you), [meta](/topic/meta)

**Top accounts mentioned or mentioned by**
[@heatonsr187428](/creator/undefined) [@benitoz](/creator/undefined) [@joedab12](/creator/undefined) [@goodalexander](/creator/undefined) [@god](/creator/undefined) [@s8n](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@deepdishenjoyer](/creator/undefined) [@defiignas](/creator/undefined) [@s4mmyeth](/creator/undefined) [@mag7observatory](/creator/undefined) [@mclovinwizard](/creator/undefined) [@campbe14425505](/creator/undefined) [@fordwealth](/creator/undefined) [@orrinlee5](/creator/undefined) [@blknoiz06](/creator/undefined) [@jb00046](/creator/undefined) [@0xknl](/creator/undefined) [@ropirito](/creator/undefined) [@shl0ms](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Rambus Inc (RMBS)](/topic/$rmbs) [Apu Apustaja (APU)](/topic/$apu) [Micron Technology, Inc. (MU)](/topic/$mu) [Novanta Inc. Common Stock (NOVT)](/topic/$novt) [Metadium (META)](/topic/$meta) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [3D Systems Corp (DDD)](/topic/$ddd) [Velo (VELO)](/topic/$velo) [GlobalFoundries (GFS)](/topic/$gfs) [BODEN (BODEN)](/topic/$boden) [Pepe (PEPE)](/topic/$pepe) [Shiba Inu (SHIB)](/topic/$shib) [Dogecoin (DOGE)](/topic/$doge) [Omni (OMNI)](/topic/$omni) [BizAuto (BIZA)](/topic/$biza)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@zhusu You hear him $AI is the ticker"  
[X Link](https://x.com/in_defaultX0/status/1738039525278912829)  2023-12-22T03:31Z [--] followers, [---] engagements


"@UltraXBT Nvda is 25% of SMH So if you want to buy downside vol on nvda w/o paying expensive vol bc earnings SMH is another expression of that trade But tbh looking at the volatility surface for nvda next week is actually crazy OTM puts are cheaper than atm"  
[X Link](https://x.com/in_defaultX0/status/1758145740520497548)  2024-02-15T15:06Z [--] followers, [--] engagements


"The applications of AI to financial markets are enormous @Dither_Solana"  
[X Link](https://x.com/in_defaultX0/status/1758340907080827317)  2024-02-16T04:01Z [--] followers, [--] engagements


"@blknoiz06 Crown is up 38% ytd Helium is up 36% Sol is up 28% ytd Not that interesting when you can barely get any size down in the first and 2nd You can lob $100k without thinking twice into sol"  
[X Link](https://x.com/in_defaultX0/status/1760051820217401589)  2024-02-20T21:20Z [--] followers, 53.1K engagements


"@bulltrapper0 Many dont know that Aioz is ai but on the cosmos modular blockchain"  
[X Link](https://x.com/in_defaultX0/status/1760815710748471402)  2024-02-22T23:55Z [--] followers, [---] engagements


"Interesting $nao They say they have Nvidia a100s in their data center $1.2m"  
[X Link](https://x.com/in_defaultX0/status/1763043963299144109)  2024-02-29T03:30Z [--] followers, [---] engagements


"what was $boden doing on $jeff plain can someone explain"  
[X Link](https://x.com/in_defaultX0/status/1766219253160571208)  2024-03-08T21:47Z [--] followers, [---] engagements


"wat is happening here $apu"  
[X Link](https://x.com/BullMktEuphoria/status/1768825487780892960)  2024-03-16T02:23Z [---] followers, [---] engagements


"Just so were all clear Apu apustaja is a [--] million dollar coin And none of your favorite influencers have talked about it Notions"  
[X Link](https://x.com/BullMktEuphoria/status/1769123893833257386)  2024-03-16T22:09Z [---] followers, [---] engagements


"@ShitcoinDouche What the fuck i take my eyes off the chart for [--] mins and miss it 😭😭😭😭"  
[X Link](https://x.com/BullMktEuphoria/status/1769844251683139671)  2024-03-18T21:52Z [--] followers, [--] engagements


"Be patient pls Im learrrrrninggg $apu $pepe $APU 🤝 $PEPE We can BOTH win. Every dope ass older brother needs a chill lil bro. Every superhero has a sidekick. Every $DOGE needs a $SHIB $PEPE to $100B $APU to $30B It is written do not resist PEPE bros we come in frenly peace. Mycelium. https://t.co/b8NV0zx3Zj $APU 🤝 $PEPE We can BOTH win. Every dope ass older brother needs a chill lil bro. Every superhero has a sidekick. Every $DOGE needs a $SHIB $PEPE to $100B $APU to $30B It is written do not resist PEPE bros we come in frenly peace. Mycelium. https://t.co/b8NV0zx3Zj"  
[X Link](https://x.com/BullMktEuphoria/status/1770084926043426968)  2024-03-19T13:48Z [--] followers, [----] engagements


"Is this chart bullish Im new at this $apu"  
[X Link](https://x.com/BullMktEuphoria/status/1770155715136528622)  2024-03-19T18:29Z [---] followers, [---] engagements


"There is an underground group of frens who have no idea what theyre doing They keep posting about apu apustaja Why"  
[X Link](https://x.com/BullMktEuphoria/status/1770171305884590385)  2024-03-19T19:31Z [---] followers, [---] engagements


"Dip defended Memecoin supercycle. $apu"  
[X Link](https://x.com/BullMktEuphoria/status/1770460481611788361)  2024-03-20T14:40Z [---] followers, [----] engagements


"@Frisbee_the_Cat @captainpepe0x69 @apuclubeth Apu gambling your way to Miami vice boats Memecoin supercycle"  
[X Link](https://x.com/BullMktEuphoria/status/1770478234448130351)  2024-03-20T15:51Z [--] followers, [--] engagements


"same cat on [--] chains about to breakout of [--] month consolidation $omni"  
[X Link](https://x.com/BullMktEuphoria/status/1773768736593354752)  2024-03-29T17:46Z [---] followers, [----] engagements


"is degen cet going to billions maybe i wont need this rope after all"  
[X Link](https://x.com/BullMktEuphoria/status/1774209362522673458)  2024-03-30T22:57Z [---] followers, [--] engagements


"Fixed strike vols coming in all day Btd soon 👀"  
[X Link](https://x.com/BullMktEuphoria/status/1780635131432055136)  2024-04-17T16:31Z [---] followers, [--] engagements


"Apparently toly bought a cat Tolycat"  
[X Link](https://x.com/BullMktEuphoria/status/1782838657348452450)  2024-04-23T18:27Z [---] followers, [--] engagements


"Gm Another day of #9to5io If you work really hard maybe youll get a bonus at the end of the year or maybe youll get let go beforehand so they dont have to pay you Thats part of the fun"  
[X Link](https://x.com/BullMktEuphoria/status/1788571193479410126)  2024-05-09T14:06Z [---] followers, [--] engagements


"@DextMoon 1ms etf flow updates Whos building this"  
[X Link](https://x.com/BullMktEuphoria/status/1793768013440700448)  2024-05-23T22:16Z [---] followers, [--] engagements


"$kohler is an iconic 4chan meme and there's only [--] on the mkt in the entire world kind of crazy HmfNGq7kxE6ppMDGW87xPuMU6wnKbeYBZf76K7t33w3s"  
[X Link](https://x.com/BullMktEuphoria/status/1796233493707641052)  2024-05-30T17:33Z [---] followers, [---] engagements


"Maybe Im wrong but i think the entire $biza token is ran by ai But if Im right 50million minimum"  
[X Link](https://x.com/BullMktEuphoria/status/1798864630170960168)  2024-06-06T23:48Z [---] followers, [---] engagements


"@0xmidjet $dhands feels undervalued regardless Popular phrase Iconic imagery Easily photoshoppable None of us have ever made any $ from having paper hands"  
[X Link](https://x.com/BullMktEuphoria/status/1799129778278244595)  2024-06-07T17:22Z [---] followers, [--] engagements


"5bsfaZE3U8hsSqS6qZK9UythhFkNvwUaThy3SQ7Cpump +100000 social credit score"  
[X Link](https://x.com/BullMktEuphoria/status/1814800289595052072)  2024-07-20T23:11Z [---] followers, [--] engagements


"Think about it Fiat currencies as memecoins $dollar"  
[X Link](https://x.com/BullMktEuphoria/status/1815891153419432136)  2024-07-23T23:26Z [---] followers, [---] engagements


"$omg $ily Omg ily Curious Yo can someone CTO $OMG please and thanks. Cat coin at sitting around 10-20k MC for the last month. Easy 100x if a good team picks it up. Picked up a small bag today. 3bbFLsRPF4mnM9w6Je3RRGyxoyuF6zV6SWd5idTXpump https://t.co/4lRJaJyxQ0 Yo can someone CTO $OMG please and thanks. Cat coin at sitting around 10-20k MC for the last month. Easy 100x if a good team picks it up. Picked up a small bag today. 3bbFLsRPF4mnM9w6Je3RRGyxoyuF6zV6SWd5idTXpump https://t.co/4lRJaJyxQ0"  
[X Link](https://x.com/BullMktEuphoria/status/1816466593007681729)  2024-07-25T13:32Z [---] followers, [---] engagements


"@JB00046 $omg ily2 :)"  
[X Link](https://x.com/BullMktEuphoria/status/1816596195931742383)  2024-07-25T22:07Z [---] followers, [--] engagements


"@CryptoBandito_ @JB00046 @OMG_CTO $omg omg omg $omg gl everyone"  
[X Link](https://x.com/BullMktEuphoria/status/1816614245594812784)  2024-07-25T23:19Z [---] followers, [---] engagements


"$omg bumpin that"  
[X Link](https://x.com/BullMktEuphoria/status/1816818294428504420)  2024-07-26T12:50Z [---] followers, [---] engagements


"@TicTocTick Bullish ppl dont understand that as long as stocks go up companies and consumers continue to spend Maybe growth slows but everyone is trying to front run a recession rn. They usually get ran over to the upside"  
[X Link](https://x.com/BullMktEuphoria/status/1833848032061796550)  2024-09-11T12:40Z [---] followers, [---] engagements


"No one created a new religion rather Christians (with nefarious purposes or not) reinterpreted the base chain (Christianity) into something closer to the truth as they saw it. And if ai x accts posting content is the most useful case of crypto to date Then"  
[X Link](https://x.com/BullMktEuphoria/status/1849098358633189754)  2024-10-23T14:39Z [---] followers, [--] engagements


"There is more than enough financial incentive from the legacy btc community to re-invent the way their btc can be used. Youre already seeing this with $STX and stuff like merlinchain To further prove my point lets look at truth terminal. MA did not use sol he sent btc"  
[X Link](https://x.com/BullMktEuphoria/status/1849098360814223507)  2024-10-23T14:39Z [---] followers, [--] engagements


"@vinai_odds I think at this juncture its about making a bet on US policy preferring domestic manufacturers of HALEU and/or how much share % centrifuge systems like LEUs will take once laser enrichment systems come online"  
[X Link](https://x.com/BullMktEuphoria/status/1853601486426513493)  2024-11-05T00:53Z [---] followers, [--] engagements


"21AErpiB8uSb94oQKRcwuHqyHF93njAxBSbdUrpupump Lol theyre calling it a second chance cto Punting for the entertaining outcome"  
[X Link](https://x.com/BullMktEuphoria/status/1856775430067622305)  2024-11-13T19:05Z [---] followers, [--] engagements


"behold the worlds first self-replicating token shill tweet: 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump http://shl0ms.com/shill http://shl0ms.com/shill"  
[X Link](https://x.com/BullMktEuphoria/status/1857194710097330657)  2024-11-14T22:51Z [---] followers, [--] engagements


"@973Meech Lock in Become nothing 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump"  
[X Link](https://x.com/BullMktEuphoria/status/1857230114129592604)  2024-11-15T01:12Z [---] followers, [--] engagements


"@daumeneth I got nothing 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump"  
[X Link](https://x.com/BullMktEuphoria/status/1857230240453624196)  2024-11-15T01:12Z [---] followers, [--] engagements


"@goodalexander Xrp was always the biggest fintech coin with the largest reg overhang Now thats gone"  
[X Link](https://x.com/BullMktEuphoria/status/1857811435478307126)  2024-11-16T15:42Z [---] followers, [--] engagements


"bidding $arXiv scientists publish resarch on $arXiv the platform for open science sci-hub takes paywalled research and makes it free BD7mJGEhLDNeXt5fZPy2yJc1zAWbf6yV3pDpJ1D2pump"  
[X Link](https://x.com/BullMktEuphoria/status/1857828778061242808)  2024-11-16T16:51Z [---] followers, [---] engagements


"@0xKNL__ 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump High art + ai"  
[X Link](https://x.com/BullMktEuphoria/status/1857889328497627245)  2024-11-16T20:51Z [---] followers, [--] engagements


"@ugliestduck 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump"  
[X Link](https://x.com/BullMktEuphoria/status/1858200472072708535)  2024-11-17T17:28Z [---] followers, [--] engagements


"@blknoiz06 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump"  
[X Link](https://x.com/BullMktEuphoria/status/1858524837376819278)  2024-11-18T14:57Z [---] followers, [--] engagements


"@NewsyJohnson 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump God handle Shl0ms Ai"  
[X Link](https://x.com/BullMktEuphoria/status/1858531977382547496)  2024-11-18T15:25Z [---] followers, [--] engagements


"@notEezzy 9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump"  
[X Link](https://x.com/BullMktEuphoria/status/1858676245258526936)  2024-11-19T00:58Z [---] followers, [--] engagements


"Hearing things about a Pokmon meta CxYRK8JvnCba3vMXWzKpPyRwwYHTJw8zCTMg8iMopump"  
[X Link](https://x.com/BullMktEuphoria/status/1861870489750188168)  2024-11-27T20:31Z [---] followers, [--] engagements


"trump said he's going to make US domiciled coins tax free. if this is the memecoin supercycle what will happen when memes on $XRP are tax free $SCRAP $BERT undervalued"  
[X Link](https://x.com/BullMktEuphoria/status/1862923646861267247)  2024-11-30T18:16Z [---] followers, [---] engagements


"Big big shouts to Alex who first identified xrp probably in the early summer Idk He was the first to talk about it though from a non moonboi perspective it's important to explain why XRP breaks peoples' brains. The original narrative that "VCs always sell and therefore we will choose meme coins" is now completely unwinding. Meme coins are not the "contra VC bet" -- but rather cash flowing protocols and US based long standing it's important to explain why XRP breaks peoples' brains. The original narrative that "VCs always sell and therefore we will choose meme coins" is now completely"  
[X Link](https://x.com/BullMktEuphoria/status/1862929068208906517)  2024-11-30T18:37Z [---] followers, [---] engagements


"io is 2.68bn mc btw"  
[X Link](https://x.com/BullMktEuphoria/status/1862952296738398331)  2024-11-30T20:10Z [---] followers, [---] engagements


"@god dming ppl at coinbase was not part of my model when i put on this trade Heavenly ascension secured @binji_x @CoinbaseExch Its that part of the cycle where I'm getting DM's from literally @god handle https://t.co/go0tcD2tbr @binji_x @CoinbaseExch Its that part of the cycle where I'm getting DM's from literally @god handle https://t.co/go0tcD2tbr"  
[X Link](https://x.com/BullMktEuphoria/status/1864356260159598741)  2024-12-04T17:09Z [---] followers, [--] engagements


"Hi @s8n do you actually wear Prada or was that an influencer deal"  
[X Link](https://x.com/BullMktEuphoria/status/1864368157168726163)  2024-12-04T17:56Z [---] followers, [---] engagements


"Why do $goat whales keep buying nothing Surely they dont intend to buy nothing Unless A $GOAT whale just bought $42.95K of $ at $101.19M MC 🐳 A $GOAT whale just bought $42.95K of $ at $101.19M MC 🐳"  
[X Link](https://x.com/BullMktEuphoria/status/1865082063273041973)  2024-12-06T17:13Z [---] followers, [---] engagements


"9qriMjPPAJTMCtfQnz7Mo9BsV2jAWTr2ff7yc3JWpump"  
[X Link](https://x.com/BullMktEuphoria/status/1865132541901930682)  2024-12-06T20:33Z [---] followers, [---] engagements


"24hrs trending 100% organic grass fed nothing"  
[X Link](https://x.com/BullMktEuphoria/status/1865492808649380028)  2024-12-07T20:25Z [---] followers, [--] engagements


"@0xKNL__ Lmaoooooo - girl i was dating over the summer told me i should buy an Alhambra bracelet. Told me everything i needed to know"  
[X Link](https://x.com/BullMktEuphoria/status/1865518702457692474)  2024-12-07T22:08Z [---] followers, [--] engagements


"Nothing resists being a meme yet paradoxically becomes the biggest meme of all. Its refusal to be defined replicated or commodified transforms it into a cultural enigmaa void that demands engagement precisely because it eludes understanding. This antimemetic quality fuels its spread and impact as participants are drawn into its infinite loop of speculation and interpretation. As many forecast a future of techno-serfdom under AI overlords nothing assumes an even greater significance. Nothing becomes the ultimate antimeme: a singularity of meaninglessness that challenges the very frameworks"  
[X Link](https://x.com/BullMktEuphoria/status/1866140622463148398)  2024-12-09T15:19Z [---] followers, [---] engagements


"@ropirito Ropi with sensible responses. This is so crazy"  
[X Link](https://x.com/BullMktEuphoria/status/1866480498022682669)  2024-12-10T13:50Z [---] followers, [--] engagements


"Wallet has sold 575k $goat for nothing buying between 100-170mm mc Will @god and @s8n reward them time will tell"  
[X Link](https://x.com/BullMktEuphoria/status/1866519157229191168)  2024-12-10T16:23Z [---] followers, [----] engagements


"@ropirito Gm"  
[X Link](https://x.com/BullMktEuphoria/status/1866875201012527546)  2024-12-11T15:58Z [---] followers, [--] engagements


"The Smooth Brains Blank Canvas: Nothing Conceptual art often grapples with a paradox: how to balance the purity of an idea with the practical need for a "hook" that ensures it gets noticed. On one hand nothingnesspure conceptual nothingis what you might call an "antimeme": an idea so self-contained and resistant to commodification that it almost disappears from view. Elegantly minimal and self-contained its a blank canvas thats simply too empty to catch the eyeunless someone is already primed to look for meaning in the void. Yet for nothingness to gain any cultural traction it must attach"  
[X Link](https://x.com/BullMktEuphoria/status/1866903228463583548)  2024-12-11T17:49Z [---] followers, [----] engagements


"The Market Cap of a new crypto meme coin called  is currently worth $62 million. What part of the fear/greed cycle is this What does this say about our financial Markets if a coin that is nothing reaches $1 billion The Market Cap of a new crypto meme coin called "Fartcoin" is fast approaching $1 billion. Meanwhile the Fed is going to cut interest rates again on Wednesday to further ease financial conditions. Video: https://t.co/LijoYYoSAE https://t.co/6eF6H8b3fa The Market Cap of a new crypto meme coin called "Fartcoin" is fast approaching $1 billion. Meanwhile the Fed is going to cut"  
[X Link](https://x.com/BullMktEuphoria/status/1868716467061137530)  2024-12-16T17:54Z [---] followers, [---] engagements


"@suganarium The ppl who bought goat sold and bought fartcoin Changed the narrative right under everyones eyes"  
[X Link](https://x.com/BullMktEuphoria/status/1869105963644641460)  2024-12-17T19:42Z [---] followers, [--] engagements


"Nothing is both the simplest and complicated narrative of the cycle the chickens will come home to roost"  
[X Link](https://x.com/BullMktEuphoria/status/1869133283189293509)  2024-12-17T21:31Z [---] followers, [---] engagements


"The thing about memes is that theyre highly idiosyncratic. Macro doesnt matter unless the big holders in a coin think it matters self fulfilling prophecy This is exactly why you can have a coin like UFD at 250mm despite the selloff yd Price drives narratives which drives price which drives narratives"  
[X Link](https://x.com/BullMktEuphoria/status/1869760826032205956)  2024-12-19T15:04Z [---] followers, [--] engagements


"70% chance nothing is not included as a word when accounting for mindshare AIXBT has 62% of the total AI agent mindshare. 14x more than the #2 agent. https://t.co/WXJYc74Qdd AIXBT has 62% of the total AI agent mindshare. 14x more than the #2 agent. https://t.co/WXJYc74Qdd"  
[X Link](https://x.com/BullMktEuphoria/status/1872677407255363638)  2024-12-27T16:14Z [---] followers, [--] engagements


"@DefiIgnas I just want the agent to trade on its own and generate real PnL"  
[X Link](https://x.com/BullMktEuphoria/status/1875630395708076251)  2025-01-04T19:48Z [---] followers, [--] engagements


"@S4mmyEth @DefiIgnas Are there any agents out there rn with an actual trading PnL"  
[X Link](https://x.com/BullMktEuphoria/status/1875632399666835849)  2025-01-04T19:56Z [---] followers, [---] engagements


"@S4mmyEth @DefiIgnas @sekoia_virtuals @trustme_bros @Vader_AI_ @pmairca @ai16zdao @degenspartanai @3BerasCapital_ @wai_combinator @AimonicaBrands @DR3AM_AI Amazing. Ty degen8ball via @ineedtendies is another to add"  
[X Link](https://x.com/BullMktEuphoria/status/1875751424908578911)  2025-01-05T03:49Z [---] followers, [---] engagements


"@FEiKU_NFT @terrytjw @zinceth @Defi0xJeff @S4mmyEth @kelxyz_ @beast_ico @winiam4444"  
[X Link](https://x.com/BullMktEuphoria/status/1876280044072624400)  2025-01-06T14:49Z [---] followers, [--] engagements


"Agentic state management Who else is building this $kirai https://t.co/tNr43ZHGwq https://t.co/tNr43ZHGwq"  
[X Link](https://x.com/BullMktEuphoria/status/1876326296893997186)  2025-01-06T17:53Z [---] followers, [---] engagements


"@rndterminal Self funding infra costs"  
[X Link](https://x.com/BullMktEuphoria/status/1879577108936368562)  2025-01-15T17:11Z [---] followers, [---] engagements


"@goodalexander Ironically the very concept of launching a memecoin to unbank yourself exponentially increases the odds of the forever sleep when someone inevitably loses all their money"  
[X Link](https://x.com/BullMktEuphoria/status/1881017127030882751)  2025-01-19T16:33Z [---] followers, [---] engagements


"Taking a convex instrument and converting it to a linear PnL implies that you are no longer selling volatility but selling $x premium Which may or may not be expensive & if you tie your PnL to a fixed return stream this means you have to sell more options as volatility decreases"  
[X Link](https://x.com/BullMktEuphoria/status/1882494276287754605)  2025-01-23T18:23Z [---] followers, [---] engagements


"@goodalexander If thats the case then the success of doge will be correlated to the number of new brutalist builds in metro cities"  
[X Link](https://x.com/BullMktEuphoria/status/1882824922025861344)  2025-01-24T16:16Z [---] followers, [---] engagements


"@ahrenbach @Teknium1 you use deepseek bc it provides the best cost/utility ratio then they take your data and make their model better which makes more people use deepseek and so on This is why meta is one of the most profitable private enterprises on earth"  
[X Link](https://x.com/BullMktEuphoria/status/1883573074316198225)  2025-01-26T17:49Z [---] followers, [---] engagements


"@RealMrGhoul @ozzy_livin @Phil_tered @jam_croissant @OJRenick You need balance sheet capacity to buy treasuries + coming refi of privates (too much supply to absorb both) Bowman has talked about this capital ratios are too tight. giving dealers the balance sheet benefits to take down treasuries optically looks a lot better than BOJ"  
[X Link](https://x.com/BullMktEuphoria/status/1895237708542550042)  2025-02-27T22:20Z [---] followers, [---] engagements


"I think the path to the bear market is determined by the feds reaction function will they feel the pressure of mkts being 3% down on the year and cut rates out in front of a recession that never materializes How about when cpi prints 3% next week Job not finished The fallacy of the feds dual mandate is coming to a head. Mind you the employment part of the mandate was coincidentally introduced in the 80s (coincidence this is the start of the greatest [--] yr run in assets) as a reaction to stagflation and now we have the greatest wealth inequality ever because the top 20% wealth cohort never got"  
[X Link](https://x.com/BullMktEuphoria/status/1897747213708591501)  2025-03-06T20:32Z [---] followers, [----] engagements


"@SHL0MS @thepope @god @s8n @jesuschrist @NousResearch Pope Leo sends his regards"  
[X Link](https://x.com/BullMktEuphoria/status/1924823029395206415)  2025-05-20T13:42Z [---] followers, [--] engagements


"@goodalexander Interest rates have to come down bc its not politically popular to have them above [--] This in turn makes the median consumer feel better but sends select assets to the moon When dems win the election in [----] it will be the same thing. Except with an ESG twist"  
[X Link](https://x.com/BullMktEuphoria/status/1938703395357102319)  2025-06-27T20:58Z [---] followers, [---] engagements


"I hear there are some stops at $15.58 ♻ $PCT"  
[X Link](https://x.com/BullMktEuphoria/status/1942993229835596083)  2025-07-09T17:04Z [---] followers, [---] engagements


"@JWnFL007 @Ksidiii What r u talking about. Customers who overwrite calls systematically every month are getting fleeced cuz some ridiculous backtest got sold to them by some consultant By selling calls into drawdowns you lock in the drawdown and dont participate in the upside if mkts V"  
[X Link](https://x.com/BullMktEuphoria/status/1943794989407797311)  2025-07-11T22:10Z [---] followers, [--] engagements


"$pct @Mag7Observatory Call it $1.55 asp and you get .70 of ebitda. Thats $5999.7 bn of ebitda on 35% blended sales [--] multiple and you get 240bn mc @Mag7Observatory Call it $1.55 asp and you get .70 of ebitda. Thats $5999.7 bn of ebitda on 35% blended sales [--] multiple and you get 240bn mc"  
[X Link](https://x.com/BullMktEuphoria/status/1945545042455593316)  2025-07-16T18:04Z [---] followers, [---] engagements


"Its just a recycling company ♻ $PCT"  
[X Link](https://x.com/BullMktEuphoria/status/1945873647647825997)  2025-07-17T15:50Z [---] followers, [---] engagements


"@SqueezeMetrics From the guy who brought you nows a good time to buy in April Brings you i have a feeling hes going to lower rates"  
[X Link](https://x.com/BullMktEuphoria/status/1950277977742225508)  2025-07-29T19:31Z [---] followers, [---] engagements


"@SqueezeMetrics What happens when we put rates to [--] and we get goober that undercuts both uber and Lyft and also hosts nvidia clusters"  
[X Link](https://x.com/BullMktEuphoria/status/1951812728345301283)  2025-08-03T01:09Z [---] followers, [---] engagements


"If the footer on this slide is indicating what i think it is if the 800M lbs $PCT trial pipeline converts this may translate to 4.7B lbs of compounded resin sales. Thats a much lower % blend than i originally forecast which would be insanely bullish for their economics"  
[X Link](https://x.com/BullMktEuphoria/status/1953560453529186455)  2025-08-07T20:54Z [---] followers, [----] engagements


"There is just something so satisfying when one of your names is +5% on the day. +2.5% is eh maybe well be rich one day +5% is we are so fucking back $pct"  
[X Link](https://x.com/BullMktEuphoria/status/1960711847557976284)  2025-08-27T14:31Z [---] followers, [---] engagements


"$mu to win marquee HBM customization on asics over the next few yrs"  
[X Link](https://x.com/BullMktEuphoria/status/1960729485927415853)  2025-08-27T15:41Z [---] followers, [--] engagements


"$crsp ctx [---] readout in Nov If gene editing is the future their cardio/metabolic platform is underrated"  
[X Link](https://x.com/BullMktEuphoria/status/1973813550276809161)  2025-10-02T18:13Z [---] followers, [---] engagements


"@McLovinWizard @campbe14425505 @FordWealth @OrrinLee5 Professional allocators have mandates and risk teams. Different incentive structure for why they can/cant own something. Did any of these PMs own drones Quantum Nuclear Energy storage Rare earths Institutional biz model is based on low vol high sharpe. Not max returns"  
[X Link](https://x.com/BullMktEuphoria/status/1979233021283725659)  2025-10-17T17:08Z [---] followers, [---] engagements


"@McLovinWizard @campbe14425505 @FordWealth @OrrinLee5 You support your claim by saying that PMs dont own it and i just offered one reason why they may not. Can you share any channel checks"  
[X Link](https://x.com/BullMktEuphoria/status/1979236563381813687)  2025-10-17T17:22Z [---] followers, [---] engagements


"Swim played a set for Hor The coin is named $bass Bass is a fish Fish swim Curious https://www.youtube.com/live/-Y-frkdOuessi=CwCliLKm8CCA4lWn LP BURNT. 600k MC. https://t.co/45PsLdcAHD https://t.co/AUQgae7N02 https://www.youtube.com/live/-Y-frkdOuessi=CwCliLKm8CCA4lWn LP BURNT. 600k MC. https://t.co/45PsLdcAHD https://t.co/AUQgae7N02"  
[X Link](https://x.com/BullMktEuphoria/status/1773016540247470582)  2024-03-27T15:57Z [---] followers, [---] engagements


"FYI From tors blue sky acct Du24pykXZDNvpcJBRfDaXV8AtwoxN1UB6AGcjPvupump"  
[X Link](https://x.com/BullMktEuphoria/status/1885028540204163412)  2025-01-30T18:13Z [---] followers, [---] engagements


"@Mag7Observatory I like the numbers. Tho i think their asp will be . $1.35/lb is for the raw material. Once compounded i think will fetch 1.55-1.88/lb depending on product application. Also have all in cash cost of around $.85/lb (ignoring capex) 35% rpp is 8571bn lbs of sales"  
[X Link](https://x.com/BullMktEuphoria/status/1945322875134578945)  2025-07-16T03:21Z [---] followers, [---] engagements


"@Mag7Observatory Call it $1.55 asp and you get .70 of ebitda. Thats $5999.7 bn of ebitda on 35% blended sales [--] multiple and you get 240bn mc"  
[X Link](https://x.com/BullMktEuphoria/status/1945323038234312990)  2025-07-16T03:22Z [---] followers, [---] engagements


"Can anyone else in the world make Class A front bumpers from 100% rPP $PCT"  
[X Link](https://x.com/BullMktEuphoria/status/1975225778343436578)  2025-10-06T15:44Z [---] followers, [----] engagements


"Just to give you a sense for how tight the float is $PCT is up 13% on $57mm of volume"  
[X Link](https://x.com/BullMktEuphoria/status/1978169800145674633)  2025-10-14T18:43Z [---] followers, [----] engagements


"$novt is a mission critical robotics supplier btw I dont think the US is going to let China continue to dominate Almost as crucial for national security as ai And the US very little presence in the robotics supply chain"  
[X Link](https://x.com/BullMktEuphoria/status/1978456609568272494)  2025-10-15T13:43Z [---] followers, [---] engagements


"Get in loser were buying trash $pct"  
[X Link](https://x.com/BullMktEuphoria/status/1978472860487237677)  2025-10-15T14:47Z [---] followers, [---] engagements


"Secondly as we progress with larger blue chip companies their volume indications require higher volumes and therefore require rail which can be more cost effectively and more reliably manage through compounding at Ironton. In-house compounding ➡ blue chip POs $PCT $PCT Quote from the Q2 slides: "Key customers demand rail car deliveries due to high volume requirements" Q3 call should be around Nov [--] $PCT Quote from the Q2 slides: "Key customers demand rail car deliveries due to high volume requirements" Q3 call should be around Nov 5"  
[X Link](https://x.com/BullMktEuphoria/status/1978553329333522860)  2025-10-15T20:07Z [---] followers, [----] engagements


"@McLovinWizard @campbe14425505 @FordWealth @OrrinLee5 I asked for channel checks. If you can point to KPIs Ill join you on the short side. Otherwise this is just shorting based on vibes. Though i understand why pct still exists in short books. Cover on the print not the forecast"  
[X Link](https://x.com/BullMktEuphoria/status/1979242189835104693)  2025-10-17T17:44Z [---] followers, [---] engagements


"@Liquidity_Taker @0xMerridew [--] is special trump carve outs in tariffs/tax bill. Like solar for example. People think solar is a fade bc trump but 45x gives US made solar solar silicon companies tax credits See: Nxt fslr te (high beta solar scale up)"  
[X Link](https://x.com/BullMktEuphoria/status/1980812469208773048)  2025-10-22T01:44Z [---] followers, [--] engagements


"$50mm contract win in July from leading e-commerce and warehouse robotics company. Mgmt talking about how theyre winning in the feeling stack for robotics. AFAIK $AMZN is the only company to be deploying robotics that have a sense of touch. $novt servos and f/t sensors $NOVT robotic sales look ready to accelerate meaningfully. -22% YTD. Q1 orders: +3% yoy Q2: +10% yoy Q3: likely higher. Design wins were +150% in Q2. Robotics growth is hidden by weaker biz units but that might flip soon. Robotics has highest GM% at +50% - EPS lift $NOVT robotic sales look ready to accelerate meaningfully. -22%"  
[X Link](https://x.com/BullMktEuphoria/status/1981800030085484553)  2025-10-24T19:08Z [---] followers, [---] engagements


"Increasingly bullish on $zeta If were investing all this money into ai compute/infra eventually the enterprise has to be able to use this compute to improve and deliver higher roi software to their customers. ie $pltr At 6x ttm ev/GM youre getting a very attractive price"  
[X Link](https://x.com/BullMktEuphoria/status/1986516869818233102)  2025-11-06T19:31Z [---] followers, [---] engagements


"@0xMerridew Pivot to Canadian solar"  
[X Link](https://x.com/BullMktEuphoria/status/1987947871191048701)  2025-11-10T18:18Z [---] followers, [---] engagements


"$zeta needs to do two things: 1) Monetize liveintent internally. Right now they are giving away $500mm in low quality ad spend to third parties at 15-20% (internalized thats 60-80%) 2) convince publishers to install their prebid plug-in so they can own the open web Whats wild about the current price of $ZETA is the disconnect between what the business is doing and how the market is still pricing it. Youve got a company thats crossed $1B+ in revenue is guiding to 20%+ top-line growth expanding EBITDA margins into the low-20s running Whats wild about the current price of $ZETA is the disconnect"  
[X Link](https://x.com/BullMktEuphoria/status/2001764604385595778)  2025-12-18T21:20Z [---] followers, [--] engagements


"$zeta in a re-rate scenario trades $85-115"  
[X Link](https://x.com/BullMktEuphoria/status/2003575534828356057)  2025-12-23T21:16Z [---] followers, [--] engagements


"@SJCapitalInvest $Zeta aggregating dsp + cdp/crm Largest 1p identity graph. If cookies go no other company has the data to generate high signal ads for owned and paid Now scaling the first agentic AI to manage the full customer lifecycle & create reporting tools on demand"  
[X Link](https://x.com/BullMktEuphoria/status/2008205271571779920)  2026-01-05T15:53Z [---] followers, [---] engagements


"@SJCapitalInvest Didnt have enough space to say other than walled gardens. That aside are you claiming there other non-walled gardens that have more 1p data than zeta"  
[X Link](https://x.com/BullMktEuphoria/status/2008235580283314525)  2026-01-05T17:54Z [---] followers, [--] engagements


"$Zeta traded flat last yr bc of the short report hangover slowing revenue growth compared to 40% yoy acceleration in [----] and big sbc (now being managed) but theres a massive replacement cycle going on from seat based (crm adbe) to usage based $zeta $ZETA Some thoughts on Zeta and the recent price action: [--]. Obviously the name has now become a fintwit favorite. It is quite incredible how a name can become viral the question becomes if the name is going viral because of something memeish or something legit and with Zeta https://t.co/qN0uvT2gP7 $ZETA Some thoughts on Zeta and the recent price"  
[X Link](https://x.com/BullMktEuphoria/status/2008620402340253969)  2026-01-06T19:23Z [---] followers, [---] engagements


"2/ $zeta s story is also not really understood by the street. Theyre both a crm/cdp and dsp. If their claim of ROAS of $6 is legit then they should start to see meaningful acceleration in their dsp but unlike $ttd $zeta cogs includes media costs so their margin *looks* lower $Zeta traded flat last yr bc of the short report hangover slowing revenue growth compared to 40% yoy acceleration in [----] and big sbc (now being managed) but theres a massive replacement cycle going on from seat based (crm adbe) to usage based $zeta $Zeta traded flat last yr bc of the short report hangover slowing revenue"  
[X Link](https://x.com/BullMktEuphoria/status/2008621299078164920)  2026-01-06T19:26Z [---] followers, [---] engagements


"3/ so theyre trying to take an enterprise customer who has multiple vendors (crm email automation identity resolution dsp) and consolidate them under one platform. Thats a lot of moving parts to get from multiple contracts across different vendors to $zeta 2/ $zeta s story is also not really understood by the street. Theyre both a crm/cdp and dsp. If their claim of ROAS of $6 is legit then they should start to see meaningful acceleration in their dsp but unlike $ttd $zeta cogs includes media costs so their margin *looks* lower 2/ $zeta s story is also not really understood by the street."  
[X Link](https://x.com/BullMktEuphoria/status/2008621682626367867)  2026-01-06T19:28Z [---] followers, [---] engagements


"4/ But the real optionality is this: if Athena drives real roi (automated performance campaigns plus data analysis) and potentially reduces hc on the mktg team You get buy in from both the CMO and CFO and very sticky customers because everyone knows moving data sucks $zeta 3/ so theyre trying to take an enterprise customer who has multiple vendors (crm email automation identity resolution dsp) and consolidate them under one platform. Thats a lot of moving parts to get from multiple contracts across different vendors to $zeta 3/ so theyre trying to take an enterprise customer who has multiple"  
[X Link](https://x.com/BullMktEuphoria/status/2008622619990360215)  2026-01-06T19:32Z [---] followers, [---] engagements


"@YeahDrDave Zeta"  
[X Link](https://x.com/BullMktEuphoria/status/2009116935519392022)  2026-01-08T04:16Z [---] followers, [--] engagements


"If the flywheel actually drives meaningful roas lift then $zeta should be able to accelerate ad budget wallet share from here. If their bidding algos scale with increased budgets then its lights out Download the forrester TEI from their site. Client went from 2x - 6x roas Why $ZETA will 10x from here They have the cleanest compounding flywheel in tech outside of $PLTR More first-party data higher ROI more clients more data Add in acquisitions + partnerships (OpenAI) feeding even more data into the system and the loop gets stronger https://t.co/hqTGiEj7VC Why $ZETA will 10x from here They have"  
[X Link](https://x.com/BullMktEuphoria/status/2009314831019725189)  2026-01-08T17:22Z [---] followers, [---] engagements


"@peonyKingOF https://www.3dsystems.com/press-releases/3d-systems-accelerates-growth-in-aerospace-and-defense_gl=1*l876sh*_up*MQ.*_ga*MTc5NTUyNDQwMS4xNzY3NzU1ODI4*_ga_9G6ZBH6DZM*czE3Njc3NTU4MjgkbzEkZzAkdDE3Njc3NTU4NDMkajQ1JGwwJGgxMzA4MjA2NDY2 https://www.3dsystems.com/press-releases/3d-systems-accelerates-growth-in-aerospace-and-defense_gl=1*l876sh*_up*MQ.*_ga*MTc5NTUyNDQwMS4xNzY3NzU1ODI4*_ga_9G6ZBH6DZM*czE3Njc3NTU4MjgkbzEkZzAkdDE3Njc3NTU4NDMkajQ1JGwwJGgxMzA4MjA2NDY2"  
[X Link](https://x.com/BullMktEuphoria/status/2009327027837653485)  2026-01-08T18:11Z [---] followers, [---] engagements


"@SJCapitalInvest Pretty bullish imo obviously David is a promoter but publicly bullish ceo talking about the value add of their product tends to do very well (nvda pltr tsla)"  
[X Link](https://x.com/BullMktEuphoria/status/2009382372358160614)  2026-01-08T21:51Z [---] followers, [--] engagements


"@SJCapitalInvest Big green flag for me is David sharing a story of walking in on a demo earlier in the day w/ Multinational enterprise Sales guy is pitching Athena she loves it but how much is this gonna cost David says bad on us bc he didnt know so i looked at her and said its free"  
[X Link](https://x.com/BullMktEuphoria/status/2009383198472511637)  2026-01-08T21:54Z [---] followers, [--] engagements


"2nd order way to play the tariff overturn tmrw is long ads companies $zeta $ttd"  
[X Link](https://x.com/BullMktEuphoria/status/2009384934037729408)  2026-01-08T22:01Z [---] followers, [---] engagements


"@ContrarianCurse $comp should be moving more on this"  
[X Link](https://x.com/BullMktEuphoria/status/2009385422451777776)  2026-01-08T22:03Z [---] followers, [---] engagements


"I dont know if Olivia Rodrigo looks good in purple dress so ICONIC you can recognise her without even looking at her https://t.co/LsZ13pns1D dress so ICONIC you can recognise her without even looking at her https://t.co/LsZ13pns1D"  
[X Link](https://x.com/BullMktEuphoria/status/2009493607171195100)  2026-01-09T05:13Z [---] followers, [---] engagements


"@sdav1986 Gses are buying 200bn of mbs and ppl are worrried about unemployment"  
[X Link](https://x.com/BullMktEuphoria/status/2009642510113468636)  2026-01-09T15:04Z [---] followers, [---] engagements


"@kswizzlein But they wont watch heated rivalry I hate mixed signals"  
[X Link](https://x.com/BullMktEuphoria/status/2009647265376559213)  2026-01-09T15:23Z [---] followers, [---] engagements


"Now if someone could open a few bars in lp/old town that arent for lululemon enjoyers The owners of Xi'an Cusine are opening a new authentic Chinese restaurant in Lincoln Park Signs are up for Bao Haus at [----] N Clark St just north of Fullerton. Advertising at least hand pulled noodles too This is the home of recently closed Ceiba which only lasted a year or so The owners of Xi'an Cusine are opening a new authentic Chinese restaurant in Lincoln Park Signs are up for Bao Haus at [----] N Clark St just north of Fullerton. Advertising at least hand pulled noodles too This is the home of recently"  
[X Link](https://x.com/BullMktEuphoria/status/2009655309267288425)  2026-01-09T15:55Z [---] followers, [--] engagements


"imagine $zeta"  
[X Link](https://x.com/BullMktEuphoria/status/2009685287371452896)  2026-01-09T17:54Z [---] followers, [--] engagements


"@Baileymoon15 Hello watch the one with shane from heated rivalry hello"  
[X Link](https://x.com/BullMktEuphoria/status/2009698486326046868)  2026-01-09T18:47Z [---] followers, [--] engagements


"I dont know why anyone lists on nyse at this point"  
[X Link](https://x.com/BullMktEuphoria/status/2009797160351740386)  2026-01-10T01:19Z [---] followers, [--] engagements


"To trade FT you need a much larger capital stack then you think otherwise youre running insane vol You cant plan for long term capital gains so have to underwrite to short term After tax cagr on 25% (depending on state) can cut that in half depending on target gross income @blondesnmoney I only aim for 20-25% CAGR More than enough for my goals. Lucky that Im in position that I dont need to fomo into yolo trades constantly. @blondesnmoney I only aim for 20-25% CAGR More than enough for my goals. Lucky that Im in position that I dont need to fomo into yolo trades constantly"  
[X Link](https://x.com/BullMktEuphoria/status/2010059973456506891)  2026-01-10T18:43Z [---] followers, [----] engagements


"@DeepDishEnjoyer Goated fed chair"  
[X Link](https://x.com/BullMktEuphoria/status/2010525257925640566)  2026-01-12T01:32Z [---] followers, [---] engagements


"The markets are about to roof because of productivity gains and disinflation but trump cant help himself"  
[X Link](https://x.com/BullMktEuphoria/status/2010549041919152581)  2026-01-12T03:07Z [---] followers, [--] engagements


"If you were to get Kevin hassett on the fed and even chair dxy is going to the 80s Jerome Powell is a huge asset to monetary policymaking. I hope he remains at the Federal Reserve not only through his term as Chair (May 2026) but through his term as Governor (January 2028) Jerome Powell is a huge asset to monetary policymaking. I hope he remains at the Federal Reserve not only through his term as Chair (May 2026) but through his term as Governor (January 2028)"  
[X Link](https://x.com/BullMktEuphoria/status/2010580069945852294)  2026-01-12T05:10Z [---] followers, [--] engagements


"The mkt believes the fed more than trumps ability to influence. Mkts wouldnt be priced where they are now otherwise Said this before and will say it again: The adverse impacts of undermining Fed independence are probably not going to show up in the stock market first or most prominently. Wouldn't be shocked if the stock market all but ignored the events of this evening 24hrs from now. Said this before and will say it again: The adverse impacts of undermining Fed independence are probably not going to show up in the stock market first or most prominently. Wouldn't be shocked if the stock"  
[X Link](https://x.com/BullMktEuphoria/status/2010583382154149952)  2026-01-12T05:23Z [---] followers, [--] engagements


"Platforms that are ai native already have institutional buy-in Agentic Ai is about to get very good at sales and customer service Its not an obvious theme rn but i expect mkt to figure this out over the next couple of quarters"  
[X Link](https://x.com/BullMktEuphoria/status/2010739390298095709)  2026-01-12T15:43Z [---] followers, [--] engagements


"@Merridew__ It blows my mind constantly that no one understands this: the only reason (and rightfully so) fed held last yr and is up in the air this year is bc of tariffs and the left tail that trump does something stupid again (like prosecuting a fed chair)"  
[X Link](https://x.com/BullMktEuphoria/status/2010766631828390310)  2026-01-12T17:31Z [---] followers, [---] engagements


"While software got sold today as a factor basket (likely bc of Claude cowork) its important to note that with every step change in frontier lab tools the data moat of $zeta compounds. Compute becomes a commodity but data becomes a scarce asset Most people dont UNDERSTAND how technologically advanced $ZETA really is. And honestly Its kind of ridiculous how far ahead they are. To put it simply $ZETA isnt doing one thing well its doing three: - Retain existing customers - Grow existing customers - Acquire new https://t.co/PpOs2Lyn8h Most people dont UNDERSTAND how technologically advanced $ZETA"  
[X Link](https://x.com/BullMktEuphoria/status/2011242342125064498)  2026-01-14T01:01Z [---] followers, [---] engagements


"@Merridew__ Never forget that everyone from his team in the first term said he was a total retard The only reason it wasnt as bad as this is bc you had ppl actively sabotaging him"  
[X Link](https://x.com/BullMktEuphoria/status/2014093174696706148)  2026-01-21T21:50Z [---] followers, [--] engagements


"Bullish for applovin i guess this is greatly under discussed. $MDB $DDOG h/t mac @ wfr https://t.co/c0LwHO2Ze3 this is greatly under discussed. $MDB $DDOG h/t mac @ wfr https://t.co/c0LwHO2Ze3"  
[X Link](https://x.com/BullMktEuphoria/status/2014169124847366213)  2026-01-22T02:51Z [---] followers, [---] engagements


"@DeepDishEnjoyer It will be a great prank if trump implodes the US lead and Goldilocks economy and throws us into stagflation bc hes a retard"  
[X Link](https://x.com/BullMktEuphoria/status/2014885273591570795)  2026-01-24T02:17Z [---] followers, [---] engagements


"Hahaha who wouldve thought that enterprises wouldve focused on their core competencies instead of vibe coding apps @k3ithmccullough Basically the opposite of everything you read on X. Relying on incumbent software vendors for ai functionality add-ons and paying for it time to market is critical and want to focus internal developer resources on driving revenue and core business forward not rebuilding 3p apps @k3ithmccullough Basically the opposite of everything you read on X. Relying on incumbent software vendors for ai functionality add-ons and paying for it time to market is critical and"  
[X Link](https://x.com/BullMktEuphoria/status/2014890937097273435)  2026-01-24T02:40Z [---] followers, [--] engagements


"Chicago has so much wasted space Theres a fucking McDonalds and sonic each with parking lots in uptown sitting right next to each other they should delete everything here and replace it with a bunch of mixed-use towers. really embarrassing to have this giant crater of nothing that begins only a quarter mile from the sears tower https://t.co/h6nXRTGu0n they should delete everything here and replace it with a bunch of mixed-use towers. really embarrassing to have this giant crater of nothing that begins only a quarter mile from the sears tower https://t.co/h6nXRTGu0n"  
[X Link](https://x.com/BullMktEuphoria/status/2015939455148785925)  2026-01-27T00:06Z [---] followers, [---] engagements


"All your ad dollars flow to $goog and $meta The most profitable application of ai is DLRMs LLM inference is nothing compared to ad serving"  
[X Link](https://x.com/anyuser/status/2019200148082188520)  2026-02-05T00:03Z [---] followers, [---] engagements


"$aehr Nice $aehr Wafer level burn in is going to be a huge gating item give the trend to package as much compute onto the substrate before high end packaging. And with the power demands ever increasing its mission critical to not have infant mortality of your next gen chip $aehr Wafer level burn in is going to be a huge gating item give the trend to package as much compute onto the substrate before high end packaging. And with the power demands ever increasing its mission critical to not have infant mortality of your next gen chip"  
[X Link](https://x.com/anyuser/status/2021620377181393105)  2026-02-11T16:20Z [---] followers, [--] engagements


"Rates are down Layoffs rising Productivity up Boomers getting tax breaks This is the moment folks"  
[X Link](https://x.com/anyuser/status/2022335525915644385)  2026-02-13T15:42Z [---] followers, [--] engagements


"Way better than Lara Croft Throwback to Sophie Turner dressed as Morticia Addams 📸 https://t.co/EHJMAAwdTJ Throwback to Sophie Turner dressed as Morticia Addams 📸 https://t.co/EHJMAAwdTJ"  
[X Link](https://x.com/retailpunter/status/2022338833476678085)  2026-02-13T15:55Z [---] followers, [--] engagements


"What $velo is to spacex $ddd is to the navy. $ddd is also trying to win the hypersonics platform via the $18.5mm USAF award to build a next gen laser power bed fusion system. Theyll be the only platform to be able to print a 1M wide solid rocket component entirely in the US"  
[X Link](https://x.com/retailpunter/status/2009312283604996328)  2026-01-08T17:12Z [---] followers, [---] engagements


"If $ddd gets half the multiple $velo has rn ddd is a 5x"  
[X Link](https://x.com/retailpunter/status/2009392899268493671)  2026-01-08T22:32Z [---] followers, [----] engagements


"She could have married Jeff bezos instead The opening of Melania seems to be going well. https://t.co/4RWuX9d2kM The opening of Melania seems to be going well. https://t.co/4RWuX9d2kM"  
[X Link](https://x.com/BullMktEuphoria/status/2016203297690955848)  2026-01-27T17:35Z [---] followers, [--] engagements


"$mram Radiation hardened memory chips Partner with $gfs for 300mm production"  
[X Link](https://x.com/retailpunter/status/2016253007793684706)  2026-01-27T20:52Z [---] followers, [---] engagements


"@sigmazerocap Great take. I agree with this though i sort of arrived at a bit of a bearish conclusion on software there is so much visibility into capex spend that capex recipients have become defacto software companies bc theyre the closest exposure to foundation lab economics"  
[X Link](https://x.com/retailpunter/status/2016719158038118542)  2026-01-29T03:44Z [---] followers, [--] engagements


"@DariusDale42 @POTUS @federalreserve Warsh is a good pick and at the end of the day the fed is doing the best they can with the data they have in front of them. What they will have to navigate is a scenario where you have neg real wage growth and increasing productivity"  
[X Link](https://x.com/retailpunter/status/2017320603045204367)  2026-01-30T19:34Z [---] followers, [---] engagements


"@sigmazerocap I am mega bullish on wealth inequality widening I think the fed/treasury is going to have to have figure out a weird situation where productivity is rising but also has neg real wage growth"  
[X Link](https://x.com/retailpunter/status/2017463838145134894)  2026-01-31T05:03Z [---] followers, [--] engagements


"Warsh may want a smaller balance sheet but that doesnt mean the fed wont adjust regulations to shift that balance sheet capacity onto the banks https://t.co/nlPI4167UR https://t.co/nlPI4167UR"  
[X Link](https://x.com/retailpunter/status/2018200735201062953)  2026-02-02T05:52Z [---] followers, [--] engagements


"@joedab12 @Heatonsr187428 I think regardless you have two camps one where latency sensitive inference is useful (10-20% of market) and another camp where you need massive memory pools because you need to maintain multiple coherent states but dont care about too/sec bc you just want an accurate output"  
[X Link](https://x.com/retailpunter/status/2018383888943362267)  2026-02-02T17:59Z [---] followers, [---] engagements


"@Anipddu @Alex_Intel_ To focus on [--] channel which address the host bandwidth wall datacenters are facing"  
[X Link](https://x.com/retailpunter/status/2021092342736765313)  2026-02-10T05:22Z [---] followers, [---] engagements


"@theaustinlyons Ive listened to a lot of Stevens conversations and it is obvious Rambus is very aware of what problems exist inside the DC and memory architecture today but it feels like they leave $ on the table by leaning on IP vs shipping silicon Did you sense theres a vibe shift"  
[X Link](https://x.com/retailpunter/status/2021631541110358190)  2026-02-11T17:04Z [---] followers, [---] engagements


"@pierro_man Kimi [---] Gpt [---] w/ no memory"  
[X Link](https://x.com/retailpunter/status/2021710692093456437)  2026-02-11T22:19Z [---] followers, [--] engagements


"@fruktflicka In like an ugly Bradley cooper kind of way"  
[X Link](https://x.com/retailpunter/status/2022566329320956400)  2026-02-14T06:59Z [---] followers, [----] engagements


"$aehr Wafer level burn in is going to be a huge gating item give the trend to package as much compute onto the substrate before high end packaging. And with the power demands ever increasing its mission critical to not have infant mortality of your next gen chip"  
[X Link](https://x.com/anyuser/status/2011091702724046921)  2026-01-13T15:03Z [---] followers, [---] engagements


"@joedab12 @Heatonsr187428 @benitoz"  
[X Link](https://x.com/anyuser/status/2019814449616699733)  2026-02-06T16:44Z [---] followers, [--] engagements


"*this is in their bear case (30% penetration) scenario 13.6bn is their base case (50%) 17.7bn is their bull case (65%)"  
[X Link](https://x.com/anyuser/status/2020327157356990637)  2026-02-08T02:41Z [---] followers, [--] engagements


"So why was Alix at the halftime show"  
[X Link](https://x.com/anyuser/status/2020869530461901241)  2026-02-09T14:36Z [---] followers, [--] engagements


"CPU demand keeps rising Why $rmbs $intc $amd $mu https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/ https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/"  
[X Link](https://x.com/retailpunter/status/2020908591994069324)  2026-02-09T17:12Z [---] followers, [---] engagements


"If you show up at the office your interviewing for [--] days a week they have no choice but to hire you Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the office was table stakes pre [----] Now you can increase Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the"  
[X Link](https://x.com/anyuser/status/2020940961438744599)  2026-02-09T19:20Z [---] followers, [--] engagements


"Mrdimm [----] was gpus [----] was rams [----] will be cpus Just had a call where a customer asked: "Can I spin up [----] sandboxes per second And run [-----] concurrently Actually ideally 500000" Every second every day for two weeks. Multiple frontier companies have also asked us for [----] was gpus [----] was rams [----] will be cpus Just had a call where a customer asked: "Can I spin up [----] sandboxes per second And run [-----] concurrently Actually ideally 500000" Every second every day for two weeks. Multiple frontier companies have also asked us for"  
[X Link](https://x.com/anyuser/status/2023563798246809929)  2026-02-17T01:03Z [---] followers, [--] engagements


"$rmbs product revenue was higher than ip+contract revenue combined in q4 🤷 The advice Im giving you is this: if you want to fully ride the memory super cycle buy companies that actually manufacture memory. Not IP companies like Rambus. This fucking company crashes every single time they announce earnings. https://t.co/QhOVVYnk5U The advice Im giving you is this: if you want to fully ride the memory super cycle buy companies that actually manufacture memory. Not IP companies like Rambus. This fucking company crashes every single time they announce earnings. https://t.co/QhOVVYnk5U"  
[X Link](https://x.com/retailpunter/status/2018704428828676376)  2026-02-03T15:13Z [---] followers, [---] engagements


"$meta interesting. why is zuck spending astronomical amount on compute to serve llama Unlikely. Theyre spending to power their DLRMs which are using massive embedding tables that hammer system memory to rank ads. Hence why meta has been pushing for more ddr bandwidth"  
[X Link](https://x.com/retailpunter/status/2019144944448073784)  2026-02-04T20:24Z [---] followers, [--] engagements


"The case for mrdimm Approx 60-80% of global inference workload today is allocated to recsys. This is where 99th percentile latency dominates for roi The calculus then becomes: how many installed CPUs today do not have the memory bandwidth required to serve recsys $rmbs"  
[X Link](https://x.com/retailpunter/status/2019812792954692018)  2026-02-06T16:37Z [---] followers, [---] engagements


"$alab is too cheap"  
[X Link](https://x.com/retailpunter/status/2019866010216780175)  2026-02-06T20:09Z [---] followers, [---] engagements


"Caitong securities is forecasting a $8.2bn tam for mrdimm by [----] $rmbs https://news.futunn.com/en/post/68258191/caitong-securities-supporting-memory-modules-are-evolving-toward-mrdimm-withlevel=1&data_ticket=1770517533428906 @retailpunter @benitoz @Heatonsr187428 Sounds pretty fucking bullish if you ask me. 40% market share (also conservative) gets you to $700m additional product revenue once at full ramp. Over $1.1b product revenue can happen by 2028-29 if your math is accurate"  
[X Link](https://x.com/anyuser/status/2020326194688971150)  2026-02-08T02:37Z [---] followers, [---] engagements


"Now @SemiAnalysis_ releases a deep dive on the server cpu story $amzn $msft $rmbs $mu $goog $intc $amd $nvda $meta $arm https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ CPU demand keeps rising Why https://t.co/qfk7NILHdn $rmbs $intc $amd $mu https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu_gl=1*vap4x9*_ga*OTI4MTYzMDM5LjE3NTY3ODYxNTE.*_ga_FKWNM9FBZ3*czE3NzA2NjE1NTIkbzI2JGcwJHQxNzcwNjYxNTUyJGo2MCRsMCRoMTUwNTgwNTk1MQ CPU demand"  
[X Link](https://x.com/retailpunter/status/2020943855470903799)  2026-02-09T19:32Z [---] followers, [---] engagements


"I suspect that the more institutional money tries to manage manage risk in order to isolate alpha that everything sort of becomes beta"  
[X Link](https://x.com/retailpunter/status/2022343934757023857)  2026-02-13T16:15Z [---] followers, [--] engagements


"Ousters acquisition of realsense is pretty bullish for them as a vision platform"  
[X Link](https://x.com/anyuser/status/2022345414952054892)  2026-02-13T16:21Z [---] followers, [--] engagements


"Robotics/humanoids are rapidly progressing and $NOVT is in the midst of a 40% DD Simple"  
[X Link](https://x.com/retailpunter/status/1975992669705994381)  2025-10-08T18:32Z [---] followers, [----] engagements


"+20% $novt won awards in Beijing at the China humanoid robots conference China is arguably the most advanced market in the world for robotics Robotics/humanoids are rapidly progressing and $NOVT is in the midst of a 40% DD Simple Robotics/humanoids are rapidly progressing and $NOVT is in the midst of a 40% DD Simple"  
[X Link](https://x.com/retailpunter/status/1981753271401251261)  2025-10-24T16:02Z [---] followers, [---] engagements


"This is so bad"  
[X Link](https://x.com/retailpunter/status/2019489557155041449)  2026-02-05T19:13Z [---] followers, [--] engagements


"Listening to @dwarkesh_sp talk to Elon about doge. The amt of times hes given an opportunity to thoughtfully explain the mechanism of fraud in the govt is hilarious"  
[X Link](https://x.com/anyuser/status/2021039617924071611)  2026-02-10T01:52Z [---] followers, [--] engagements


"Gemini sucks at research"  
[X Link](https://x.com/anyuser/status/2021622405228269839)  2026-02-11T16:28Z [---] followers, [--] engagements


"@DeepDishEnjoyer Computer initiate equal weight s&p [---] bullish sequence Deploy trickle down capexonomics model Run psychological information campaign subsection [--] long vol is the trade for [----] Make no mistakes"  
[X Link](https://x.com/retailpunter/status/2023783030142496805)  2026-02-17T15:34Z [---] followers, [---] engagements


"We used to have something called noblesse oblige hello my little politically opinionated anon do you want to succinctly understand tech bros vs finance bros https://t.co/n67AbsLH3Y hello my little politically opinionated anon do you want to succinctly understand tech bros vs finance bros https://t.co/n67AbsLH3Y"  
[X Link](https://x.com/anyuser/status/2023806023845507522)  2026-02-17T17:05Z [---] followers, [----] engagements


"Ivanka trump brought to you by GLM-5 Today a new lunar cycle begins. The Year of the Fire Horse calls us to courage to energy to intention and to fearless creation. It is a year for bold ideas decisive action and turning vision into something enduring. I am stepping into it with clarity and conviction https://t.co/eh8z0QuCLv Today a new lunar cycle begins. The Year of the Fire Horse calls us to courage to energy to intention and to fearless creation. It is a year for bold ideas decisive action and turning vision into something enduring. I am stepping into it with clarity and conviction"  
[X Link](https://x.com/anyuser/status/2023836749479207399)  2026-02-17T19:07Z [---] followers, [--] engagements


"Today a new lunar cycle begins. The Year of the Fire Horse calls us to courage to energy to intention and to fearless creation. It is a year for bold ideas decisive action and turning vision into something enduring. I am stepping into it with clarity and conviction ready to bring forward projects I have been quietly nurturing ideas nearly ready to meet the light. I cannot wait to share them with you. Forward with strength. With gratitude. With purpose. Excited for what is ahead. Happy Lunar New Year ✨🐎🔥 https://twitter.com/i/web/status/2023820986286510232"  
[X Link](https://x.com/anyuser/status/2023820986286510232)  2026-02-17T18:04Z 11.2M followers, 1.1M engagements


"We used to have something called noblesse oblige hello my little politically opinionated anon do you want to succinctly understand tech bros vs finance bros https://t.co/n67AbsLH3Y hello my little politically opinionated anon do you want to succinctly understand tech bros vs finance bros https://t.co/n67AbsLH3Y"  
[X Link](https://x.com/anyuser/status/2023806023845507522)  2026-02-17T17:05Z [---] followers, [----] engagements


"hello my little politically opinionated anon do you want to succinctly understand tech bros vs finance bros"  
[X Link](https://x.com/anyuser/status/2023652839180906925)  2026-02-17T06:56Z 32.6K followers, 212.4K engagements


"Acqui-hire market coming back down to earth Bullish OpenClaw acquisition was only $30M btw OpenClaw acquisition was only $30M btw"  
[X Link](https://x.com/anyuser/status/2023783293758697563)  2026-02-17T15:35Z [---] followers, [--] engagements


"OpenClaw acquisition was only $30M btw"  
[X Link](https://x.com/anyuser/status/2023761372111376841)  2026-02-17T14:08Z [----] followers, 623.4K engagements


"Mrdimm [----] was gpus [----] was rams [----] will be cpus Just had a call where a customer asked: "Can I spin up [----] sandboxes per second And run [-----] concurrently Actually ideally 500000" Every second every day for two weeks. Multiple frontier companies have also asked us for [----] was gpus [----] was rams [----] will be cpus Just had a call where a customer asked: "Can I spin up [----] sandboxes per second And run [-----] concurrently Actually ideally 500000" Every second every day for two weeks. Multiple frontier companies have also asked us for"  
[X Link](https://x.com/anyuser/status/2023563798246809929)  2026-02-17T01:03Z [---] followers, [--] engagements


"2024 was gpus [----] was rams [----] will be cpus Just had a call where a customer asked: "Can I spin up [----] sandboxes per second And run [-----] concurrently Actually ideally 500000" Every second every day for two weeks. Multiple frontier companies have also asked us for 500k+ concurrent sandboxes for RL training. The compute demand is so staggering that CPUs will soon become the next bottleneck"  
[X Link](https://x.com/anyuser/status/2023472456288133421)  2026-02-16T19:00Z [----] followers, 217.8K engagements


"Ousters acquisition of realsense is pretty bullish for them as a vision platform"  
[X Link](https://x.com/anyuser/status/2022345414952054892)  2026-02-13T16:21Z [---] followers, [--] engagements


"I suspect that the more institutional money tries to manage manage risk in order to isolate alpha that everything sort of becomes beta"  
[X Link](https://x.com/retailpunter/status/2022343934757023857)  2026-02-13T16:15Z [---] followers, [--] engagements


"Way better than Lara Croft Throwback to Sophie Turner dressed as Morticia Addams 📸 https://t.co/EHJMAAwdTJ Throwback to Sophie Turner dressed as Morticia Addams 📸 https://t.co/EHJMAAwdTJ"  
[X Link](https://x.com/retailpunter/status/2022338833476678085)  2026-02-13T15:55Z [---] followers, [--] engagements


"Throwback to Sophie Turner dressed as Morticia Addams 📸"  
[X Link](https://x.com/TheCinesthetic/status/2022145956104245359)  2026-02-13T03:09Z 1.6M followers, 195.6K engagements


"Rates are down Layoffs rising Productivity up Boomers getting tax breaks This is the moment folks"  
[X Link](https://x.com/anyuser/status/2022335525915644385)  2026-02-13T15:42Z [---] followers, [--] engagements


"Gemini sucks at research"  
[X Link](https://x.com/anyuser/status/2021622405228269839)  2026-02-11T16:28Z [---] followers, [--] engagements


"$aehr Nice $aehr Wafer level burn in is going to be a huge gating item give the trend to package as much compute onto the substrate before high end packaging. And with the power demands ever increasing its mission critical to not have infant mortality of your next gen chip $aehr Wafer level burn in is going to be a huge gating item give the trend to package as much compute onto the substrate before high end packaging. And with the power demands ever increasing its mission critical to not have infant mortality of your next gen chip"  
[X Link](https://x.com/anyuser/status/2021620377181393105)  2026-02-11T16:20Z [---] followers, [--] engagements


"$aehr Wafer level burn in is going to be a huge gating item give the trend to package as much compute onto the substrate before high end packaging. And with the power demands ever increasing its mission critical to not have infant mortality of your next gen chip"  
[X Link](https://x.com/anyuser/status/2011091702724046921)  2026-01-13T15:03Z [---] followers, [---] engagements


"Listening to @dwarkesh_sp talk to Elon about doge. The amt of times hes given an opportunity to thoughtfully explain the mechanism of fraud in the govt is hilarious"  
[X Link](https://x.com/anyuser/status/2021039617924071611)  2026-02-10T01:52Z [---] followers, [--] engagements


"If you show up at the office your interviewing for [--] days a week they have no choice but to hire you Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the office was table stakes pre [----] Now you can increase Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the"  
[X Link](https://x.com/anyuser/status/2020940961438744599)  2026-02-09T19:20Z [---] followers, [--] engagements


"Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the office was table stakes pre [----] Now you can increase your chances of getting hired at a new job and of being promoted at your existing job by just showing up [--] days a week Not only that you will build better relationships with your managers and coworkers which can pay dividends over your entire career It is the easiest low hanging fruit that exists Someone who shows up and"  
[X Link](https://x.com/anyuser/status/2020878618021294133)  2026-02-09T15:13Z 164.1K followers, 2M engagements


"CPU demand keeps rising Why $rmbs $intc $amd $mu https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/ https://www.reuters.com/world/china/intel-amd-notify-customers-china-lengthy-waits-cpus-2026-02-06/"  
[X Link](https://x.com/retailpunter/status/2020908591994069324)  2026-02-09T17:12Z [---] followers, [---] engagements

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