# ![@riceforthought Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1362749334.png) @riceforthought Market Participant

Market Participant posts on X about ai, growth, $trip, $gtlb the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1362749334/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:interactions.svg)

- [--] Week [-----] +5.90%
- [--] Month [---------] +1.50%
- [--] Months [---------] +68,241%
- [--] Year [---------] +16,131%

### Mentions: [--] [#](/creator/twitter::1362749334/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:posts_active.svg)

- [--] Month [--] -1.50%
- [--] Months [---] +591%
- [--] Year [---] +78%

### Followers: [---] [#](/creator/twitter::1362749334/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:followers.svg)

- [--] Week [---] +0.87%
- [--] Month [---] +5.20%
- [--] Months [---] +15%
- [--] Year [---] +28%

### CreatorRank: [---------] [#](/creator/twitter::1362749334/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  44% [finance](/list/finance)  15% [technology brands](/list/technology-brands)  8% [cryptocurrencies](/list/cryptocurrencies)  6% [financial services](/list/financial-services)  #2300 [countries](/list/countries)  2% [currencies](/list/currencies)  1%

**Social topic influence**
[ai](/topic/ai) 5%, [growth](/topic/growth) 4%, [$trip](/topic/$trip) 3%, [$gtlb](/topic/$gtlb) #56, [business](/topic/business) 3%, [$cvgw](/topic/$cvgw) 3%, [goldman sachs](/topic/goldman-sachs) #396, [$wday](/topic/$wday) 3%, [inflation](/topic/inflation) 3%, [open ai](/topic/open-ai) 2%

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@stockthoughts81](/creator/undefined) [@yieldsearcher](/creator/undefined) [@sammythenose](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@bobeunlimited](/creator/undefined) [@mrneutralman](/creator/undefined) [@irbezek](/creator/undefined) [@convexitycowboy](/creator/undefined) [@tdarling1](/creator/undefined) [@teddygambino](/creator/undefined) [@ibladesi](/creator/undefined) [@recoverytrade](/creator/undefined) [@mayhem4markets](/creator/undefined) [@goldmansachs](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@glbeaty](/creator/undefined) [@sv_techie](/creator/undefined) [@sammy_the_nose](/creator/undefined)

**Top assets mentioned**
[TripAdvisor, Inc. (TRIP)](/topic/$trip) [GitLab Inc. (GTLB)](/topic/$gtlb) [Goldman Sachs (GS)](/topic/goldman-sachs) [Workday Inc (WDAY)](/topic/$wday) [Dole, plc (DOLE)](/topic/$dole) [Matador Resources, Co. (MTDR)](/topic/$mtdr) [Trimble Inc (TRMB)](/topic/$trmb) [Brookfield Corporation (BN)](/topic/$bn) [Qiagen NV (QGEN)](/topic/$qgen) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Oracle Corporation (ORCL)](/topic/$orcl) [HP Inc (HPQ)](/topic/$hpq) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Mission Produce, Inc. (AVO)](/topic/$avo) [Matrix AI Network (MAN)](/topic/$man) [Robert Half International Inc (RHI)](/topic/$rhi) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Sleepless AI (AI)](/topic/$ai) [Msci Inc (MSCI)](/topic/$msci) [Evolent Health, Inc Class A Common Stock (EVH)](/topic/$evh) [Avanos Medical, Inc. (AVNS)](/topic/$avns) [TERADATA CORPORATION (TDC)](/topic/$tdc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BBB Foods Inc. (TBBB)](/topic/$tbbb) [MNTN, Inc. (MNTN)](/topic/$mntn) [Q2 Holdings Inc (QTWO)](/topic/$qtwo) [Alkami Technology, Inc. (ALKT)](/topic/$alkt) [NCINO, Inc. (NCNO)](/topic/$ncno) [Twilio, Inc. (TWLO)](/topic/$twlo) [Band Protocol (BAND)](/topic/$band) [Whirlpool Corporation (WHR)](/topic/$whr) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@taobanker Things not going well for $trip hah"  
[X Link](https://x.com/riceforthought/status/2021964447687008449)  2026-02-12T15:07Z [---] followers, [---] engagements


"I'm seeing $gtlb rumors swirl on my Timeline again"  
[X Link](https://x.com/riceforthought/status/2019465035416813641)  2026-02-05T17:35Z [---] followers, [---] engagements


"CRM SAP ORCL MSFT PAYX WDAY ADP PAYC NOW MDB ESTC SNOW CFLT TEAM TDC What am I missing Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least [--] if not [--] layers of context and intelligence sit between them and the end business application. It's one of the clearest representations of how AI companies plan to build next-gen systems https://t.co/HycoO4iAdf Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least [--] if not [--] layers of context and intelligence sit between them and the end business application. It's one of the clearest"  
[X Link](https://x.com/riceforthought/status/2020246400098004996)  2026-02-07T21:20Z [---] followers, [---] engagements


"Here's what it said about $GTLB"  
[X Link](https://x.com/riceforthought/status/2020247169903784132)  2026-02-07T21:23Z [---] followers, [---] engagements


"Taking some 🔥 as well. Memory issues via Lenovo well known. $HPQ has been stockpiling. Be careful shorts. Our $HPQ is hit a bit today because Lenovo warned it's being hurt by the memory shortage. We bought $HPQ last month in the high $19s (I posted it here) because that shortage is for "6 months" not "6 years." Meanwhile the stock is @ 7x its LOWEST EPS estimate with a 6% dividend. Our $HPQ is hit a bit today because Lenovo warned it's being hurt by the memory shortage. We bought $HPQ last month in the high $19s (I posted it here) because that shortage is for "6 months" not "6 years.""  
[X Link](https://x.com/riceforthought/status/2022014041405915513)  2026-02-12T18:24Z [---] followers, [---] engagements


"@eliant_capital @peonyKingOF Yall realize RIME caused the freight brokers to dip yday $chrw 😂 read the paper but forgot to press buy woops"  
[X Link](https://x.com/riceforthought/status/2022435663925371030)  2026-02-13T22:20Z [---] followers, [---] engagements


"Quick n dirty comps on $CVGW. Estimates have it as the faster grower. $DOLE"  
[X Link](https://x.com/riceforthought/status/1979692961605849248)  2025-10-18T23:35Z [---] followers, [---] engagements


"Is this a [--] (gut says no but might take [--] year) $zlab @Bio_youtuber well. this is bad miss. huge miss. annual forecast reduced hugely downward too. China sales is really struggling. but 850M cash. lot of pipeline to like. still positive longer term. will enter today for sure. but man they suck at managing/executing and delivering @Bio_youtuber well. this is bad miss. huge miss. annual forecast reduced hugely downward too. China sales is really struggling. but 850M cash. lot of pipeline to like. still positive longer term. will enter today for sure. but man they suck at managing/executing and"  
[X Link](https://x.com/riceforthought/status/1999245241149456570)  2025-12-11T22:29Z [---] followers, [---] engagements


"@Mr_Neutral_Man I only see Piper as its coverage. I think Marquee is making a top down call. Goldman Sachs Marquee is a digital platform providing institutional investors access to investment insights analytics and trading capabilities"  
[X Link](https://x.com/riceforthought/status/2011487012734296309)  2026-01-14T17:14Z [---] followers, [---] engagements


"$CVGW Not bad Lindeman coming in mid Nov for a juicy 35% return in [--] months or 258% annualized Here's the timeline below: 6/25/25 - Receives $32 buyout offer 12/8/25 - Board kicks out CEO 1/14/26 - $AVO acquires $CVGW $27 at 11x EBIT CY26e but 14x trailing EBIT Quick n dirty comps on $CVGW. Estimates have it as the faster grower. $DOLE https://t.co/VUoav9bYyO Quick n dirty comps on $CVGW. Estimates have it as the faster grower. $DOLE https://t.co/VUoav9bYyO"  
[X Link](https://x.com/riceforthought/status/2011690617634685035)  2026-01-15T06:43Z [---] followers, [---] engagements


"Once a decade move - staffers are back babe $man $rhi"  
[X Link](https://x.com/riceforthought/status/2016986786346717571)  2026-01-29T21:28Z [---] followers, [---] engagements


"You're telling me there's a chance $TRIP #buyunder https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf Starboard on the corporate structure at $TRIP and the potential value of [--] pieces. Finally at liberty to sell Viator. Maybe shareholders can finally get a good experience https://t.co/wEQlyNxuBJ https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf Starboard on the corporate structure at $TRIP and the potential value of [--] pieces. Finally at liberty to sell Viator. Maybe shareholders"  
[X Link](https://x.com/riceforthought/status/2017055552908775719)  2026-01-30T02:01Z [---] followers, [---] engagements


"@stockthoughts81 Here's one https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf"  
[X Link](https://x.com/riceforthought/status/2017099109421953528)  2026-01-30T04:54Z [---] followers, [----] engagements


"@Mr_Neutral_Man @kingdomcapadv $AMC had the right idea wrong execution https://investor.amctheatres.com/news-events/press-releases/detail/408/amc-entertainment-holdings-inc-transfers-the-majority-of-its-equity-investment-in-hycroft-mining-holding-corporation-to-sprott-mining-for-a-net-consideration-of-24-1-million https://investor.amctheatres.com/news-events/press-releases/detail/408/amc-entertainment-holdings-inc-transfers-the-majority-of-its-equity-investment-in-hycroft-mining-holding-corporation-to-sprott-mining-for-a-net-consideration-of-24-1-million"  
[X Link](https://x.com/riceforthought/status/2017434636318871636)  2026-01-31T03:07Z [---] followers, [---] engagements


"Software Precedent Comps from GS Tech M&S '26 Report $IGV $AI"  
[X Link](https://x.com/riceforthought/status/2017728742316249474)  2026-01-31T22:36Z [---] followers, [----] engagements


"@taobanker @irbezek looks like $MSCI is outperforming a bit"  
[X Link](https://x.com/riceforthought/status/2018383161252814945)  2026-02-02T17:57Z [---] followers, [---] engagements


"@taobanker yeah not a bad idea w/ this capex exit liquidity pop"  
[X Link](https://x.com/riceforthought/status/2019828255583580294)  2026-02-06T17:39Z [---] followers, [--] engagements


"@The_StockDoc @jablamsky Any experience with Evolent Health $EVH"  
[X Link](https://x.com/riceforthought/status/2019899272855167291)  2026-02-06T22:21Z [---] followers, [--] engagements


"@LTVcapital Late but $AVNS breaking out"  
[X Link](https://x.com/riceforthought/status/2019900542764654672)  2026-02-06T22:26Z [---] followers, [--] engagements


"@ConvexityCowboy @walt373 How about TIPS @JorgeCalderonMx TIPS are interesting if we are peaking in real terms. @JorgeCalderonMx TIPS are interesting if we are peaking in real terms"  
[X Link](https://x.com/riceforthought/status/2019903733270999194)  2026-02-06T22:39Z [---] followers, [--] engagements


"@BenKizemchuk @DannyDayan5 @FreightAlley yes to Ben. Truckers havent rationalized their fleets. Still stuck in overcapacity. Temporary displaced drivers will ask their cousin/family members to pass the English test and rates will drop"  
[X Link](https://x.com/riceforthought/status/2020179143678390712)  2026-02-07T16:53Z [---] followers, [---] engagements


"@tdarling1 @yieldsearcher @CryptoNobler Okay we agree to disagree. I don't think we need a bad print bc sentiment is already in the dumps but we shall see. I don't believe a lot of people caught the Waller rebuttal AND Daly came out late Friday with these giving the doves a slight majority IMO. https://www.reuters.com/business/feds-daly-says-outlook-feels-precarious-2026-02-06/ https://www.reuters.com/business/feds-daly-says-outlook-feels-precarious-2026-02-06/"  
[X Link](https://x.com/riceforthought/status/2020243582893134020)  2026-02-07T21:09Z [---] followers, [--] engagements


"@Sammy_the_Nose Took a look at $MTDR and their assets look good incl San Mateo. seems like ppl here aren't a fan of Joe"  
[X Link](https://x.com/riceforthought/status/2020250769564520776)  2026-02-07T21:38Z [---] followers, [--] engagements


"@Sammy_the_Nose yes"  
[X Link](https://x.com/riceforthought/status/2020280627262812273)  2026-02-07T23:36Z [---] followers, [--] engagements


"@MRatable nice $TDC"  
[X Link](https://x.com/riceforthought/status/2020319647770562849)  2026-02-08T02:11Z [---] followers, [---] engagements


"$TRMB 4Q25 Anyone ever look into Trimble $TRMB Growth has been flat in recent years but under the hood they've been making quite a few divestitures distorting #'s. The company is mostly software with some instruments/hardware so probably getting pulled down by ongoing SaaS sell off. https://t.co/EMFDLmiNSB Anyone ever look into Trimble $TRMB Growth has been flat in recent years but under the hood they've been making quite a few divestitures distorting #'s. The company is mostly software with some instruments/hardware so probably getting pulled down by ongoing SaaS sell off."  
[X Link](https://x.com/riceforthought/status/2020343787399340235)  2026-02-08T03:47Z [---] followers, [---] engagements


"@MrMojoRisinX $trmb upcoming proxy post ER for your consideration Master"  
[X Link](https://x.com/riceforthought/status/2020354181455048731)  2026-02-08T04:29Z [---] followers, [--] engagements


"@Sammy_the_Nose I honestly spent [--] minutes on them and bought a tracker bc of their assets. It seems like most of the issues stem out of the C-suite/CEO (CFO replaced 5x). Yes to the high capex missing eps and acquisitions. Heres what grok said and the link https://x.com/nicequarterguys/status/1974869704780190191s=46&t=a97Djt0noLu6d2WVKRuJGQ Why has $MTDR had [--] different CFOs in [--] years https://t.co/g0fkrgK1NA https://x.com/nicequarterguys/status/1974869704780190191s=46&t=a97Djt0noLu6d2WVKRuJGQ Why has $MTDR had [--] different CFOs in [--] years https://t.co/g0fkrgK1NA"  
[X Link](https://x.com/riceforthought/status/2020523459168661778)  2026-02-08T15:41Z [---] followers, [---] engagements


"@midwit_capital Did you see Google release Antigravity Their own IDE competitor to Gitlab $GTLB"  
[X Link](https://x.com/riceforthought/status/2020526221700854163)  2026-02-08T15:52Z [---] followers, [---] engagements


"Congrats to Hatoum of $TBBB. What a goat"  
[X Link](https://x.com/riceforthought/status/2020608518525727161)  2026-02-08T21:19Z [---] followers, [---] engagements


"Eschenbach out Bhusri returns to $WDAY. Always thought Carl was a tool good riddance Workday $WDAY Announces CEO Transition as Co-Founder Aneel Bhusri Returns to Lead the Company's Next Chapter"  
[X Link](https://x.com/riceforthought/status/2020861488001348061)  2026-02-09T14:04Z [---] followers, [---] engagements


"@R_and_Invest $mntn up"  
[X Link](https://x.com/riceforthought/status/2021338725851279489)  2026-02-10T21:41Z [---] followers, [---] engagements


"@eddiebird69 @west4thstreet Any survivors $ncno $qtwo $alkt"  
[X Link](https://x.com/riceforthought/status/2021397369821200558)  2026-02-11T01:34Z [---] followers, [---] engagements


"@yieldsearcher CPI should print hot. Lots of data suggesting yields bottom couple months after rates pauses. Bond bulls are screwed IMO. Next window in April"  
[X Link](https://x.com/riceforthought/status/2021586392334180525)  2026-02-11T14:05Z [---] followers, [---] engagements


"@TeddyGambino Sad thing to see esp as he ages grow a backbone already"  
[X Link](https://x.com/riceforthought/status/2021586975803822414)  2026-02-11T14:07Z [---] followers, [--] engagements


"@iBladesi heard it's coming for healthcare IT next"  
[X Link](https://x.com/riceforthought/status/2021987544427376683)  2026-02-12T16:39Z [---] followers, [--] engagements


"@taobanker $WDAY"  
[X Link](https://x.com/riceforthought/status/2022438786433773869)  2026-02-13T22:32Z [---] followers, [--] engagements


"@RecoveryTrade No it's not. $PKST started their journey divesting office from around 70/30 mix resulting in a premium takeout from Brookfield $BN. Currently $GOOD sits at the opposite 30/70. We are getting close Perhaps it's worth taking a deeper look"  
[X Link](https://x.com/riceforthought/status/2022550046345171345)  2026-02-14T05:54Z [---] followers, [--] engagements


"@sv_techie Agreed but there's a lot of opex to chop (path to 30% margins) and the recent 2b+() spent on acquisitions are super questionable. Bhusri needs to accelerate growth and market share - tbd. But I like the business"  
[X Link](https://x.com/riceforthought/status/2022601518118302066)  2026-02-14T09:19Z [---] followers, [--] engagements


"@BoxLongs $BAND has some convo AI as well but seems like $TWLO is the winner so far"  
[X Link](https://x.com/riceforthought/status/2022763279538659615)  2026-02-14T20:02Z [---] followers, [--] engagements


"@AggieCapitalist @Mayhem4Markets @GoldmanSachs look at [---] not 519"  
[X Link](https://x.com/riceforthought/status/2022765914882716053)  2026-02-14T20:12Z [---] followers, [--] engagements


"@AggieCapitalist @Mayhem4Markets @GoldmanSachs alas another victim falls to chart crime"  
[X Link](https://x.com/riceforthought/status/2022770399998513459)  2026-02-14T20:30Z [---] followers, [--] engagements


"@ContrarianCurse @WJ21331 Crazy ppl think numbers go up straight and to the right"  
[X Link](https://x.com/riceforthought/status/2012534239271793070)  2026-01-17T14:35Z [---] followers, [--] engagements


"@__d_1ggin @prollyballistic U hear about the new activist in DT They are in acquisition for growth mode"  
[X Link](https://x.com/riceforthought/status/2012661890057457925)  2026-01-17T23:02Z [---] followers, [--] engagements


"@gordocap18 Everyone dry humping Teppers $WHR makes me wonder who you let touch your behind"  
[X Link](https://x.com/riceforthought/status/2012757117023690869)  2026-01-18T05:21Z [---] followers, [---] engagements


"@taobanker @sigmazerocap Dont REITS do this to some extent Diluting shareholder base and they justify w earning the cost of capital difference. Can the same be said about tech Dilution for growth"  
[X Link](https://x.com/riceforthought/status/2012969706857336976)  2026-01-18T19:25Z [---] followers, [--] engagements


"@TidefallCapital @TSOH_Investing Bf spends like 1b in marketing expenses and another bil in inventory"  
[X Link](https://x.com/riceforthought/status/2013350504538218806)  2026-01-19T20:39Z [---] followers, [--] engagements


"@MrMojoRisinX $DBRG SoftBank has paused talks to buy data center operator Switch according to people familiar a setback for Masayoshi Sons push to scale Stargate AI infrastructure in the US. The report says Son had pledged $100B immediately alongside OpenAI Oracle and Abu Dhabis MGX"  
[X Link](https://x.com/riceforthought/status/2015778585047699941)  2026-01-26T13:27Z [---] followers, [--] engagements


"closed $FDP at gap close [----] trading at book but I believe it deserves a discount as there are quite some headwinds appearing on the https://x.com/Finsee_main/status/1983480094879359363 $FDP earnings: Strategic Shifts Obscure Severe Operational Headwinds in Q3 A quarter of significant strategic change with the company divesting its Mann Packing business and exiting underperforming banana farms. While these are positive long-term steps to improve the margin https://t.co/UfY59UDDBY https://x.com/Finsee_main/status/1983480094879359363 $FDP earnings: Strategic Shifts Obscure Severe Operational"  
[X Link](https://x.com/riceforthought/status/1983563703607054736)  2025-10-29T15:56Z [---] followers, [---] engagements


"$FDP worse quarter than appears. Margin compression in multiple segments and their Adjusted numbers are for goodwill and a divesture"  
[X Link](https://x.com/riceforthought/status/1983665239829966961)  2025-10-29T22:40Z [---] followers, [---] engagements


"$BMRN for $FOLD at 8x TTM Sales or 5x 800M FY27e. oh my we're so back $FOLD $BMRN to acquire $FOLD $4.8B $14.50/share 33% premium to close $BMRN continuing to be acquisitive after $INZY the would-be-bought continues to be the buyer $xbi https://t.co/eYedooSRQd $FOLD $BMRN to acquire $FOLD $4.8B $14.50/share 33% premium to close $BMRN continuing to be acquisitive after $INZY the would-be-bought continues to be the buyer $xbi https://t.co/eYedooSRQd"  
[X Link](https://x.com/riceforthought/status/2002230546181845292)  2025-12-20T04:12Z [---] followers, [---] engagements


"Happy New Year to my PMs Kwants and ANALysts"  
[X Link](https://x.com/riceforthought/status/2006809709131739403)  2026-01-01T19:28Z [---] followers, [--] engagements


"SW nerds out here strong tonight defending their point of existence. Nice"  
[X Link](https://x.com/riceforthought/status/2007321250247627195)  2026-01-03T05:20Z [---] followers, [--] engagements


"RT @conksresearch: maduro news has no impact on USD dominance china won't do shit against taiwan in response petrodollar isn't a thing and"  
[X Link](https://x.com/riceforthought/status/2007645551735779340)  2026-01-04T02:49Z [---] followers, [--] engagements


"RT @hyperconvexity: This is crazy to watch on a map. Wow"  
[X Link](https://x.com/riceforthought/status/2011266077389672662)  2026-01-14T02:36Z [---] followers, [--] engagements


"RT @mazemoore: [----]. Obama slams the Bush Administration for not doing enough to combat the problem of illegal immigration. 😂"  
[X Link](https://x.com/riceforthought/status/2011964137195389311)  2026-01-16T00:50Z [---] followers, 13.3K engagements


"RT @hamptonism: http://x.com/i/article/2013468410865426433 http://x.com/i/article/2013468410865426433"  
[X Link](https://x.com/riceforthought/status/2013665860838400449)  2026-01-20T17:32Z [---] followers, [---] engagements


"RT @TomSmith839: $THRY share price 62% lower in [--] months and at 1x [----] EV/SaaS Sales and 6.5x EV/Saas EBITDA SaaS is about half of the bus"  
[X Link](https://x.com/riceforthought/status/2014846936038420930)  2026-01-23T23:45Z [---] followers, [--] engagements


"@CheapStockGuy @BenFranksAltEgo $PAR is mostly all software (less POS) and it can be vibe coded"  
[X Link](https://x.com/riceforthought/status/2015098770179186820)  2026-01-24T16:26Z [---] followers, [---] engagements


"Yoooo these comments 😂🔥😳"  
[X Link](https://x.com/riceforthought/status/2015150130840936698)  2026-01-24T19:50Z [---] followers, [---] engagements


"@MrMojoRisinX Self-Proclaimed Event expert these things usually fully reverse to the pre-rumor price. Most recent example I can think of is $CYTK Aficamten with approval and subsequent bidding by big Pharma"  
[X Link](https://x.com/riceforthought/status/2015571641565335849)  2026-01-25T23:45Z [---] followers, [---] engagements


"RT @junkbondinvest: US IPO market in 2026: Jennifer Garner's organic baby food company (losing $40M) Bob's Discount Furniture (Bain tr"  
[X Link](https://x.com/riceforthought/status/2015813537176920218)  2026-01-26T15:46Z [---] followers, [--] engagements


"RT @markflowchatter: No clue why but Oppenheimer HC desk really trying to make some noise with their M&A Outlook for [----] (out Friday but"  
[X Link](https://x.com/riceforthought/status/2015813842987819010)  2026-01-26T15:47Z [---] followers, [--] engagements


"@taobanker Maybe $ach Havent taken a refresh look yet"  
[X Link](https://x.com/riceforthought/status/2016577107317645749)  2026-01-28T18:20Z [---] followers, [---] engagements


"@dalibali2 What till you see the population growth to salt consumption chart"  
[X Link](https://x.com/riceforthought/status/2016649949661057034)  2026-01-28T23:09Z [---] followers, [--] engagements


"@macroquantres Morgan Stanley is probably the banker for it"  
[X Link](https://x.com/riceforthought/status/2016986242345554087)  2026-01-29T21:26Z [---] followers, [--] engagements


"@obsidiancap1 @TMTLongShort haha that'd be funny if a BB didn't have a preview of $NOW 😂"  
[X Link](https://x.com/riceforthought/status/2017062784018894854)  2026-01-30T02:30Z [---] followers, [--] engagements


"@stockthoughts81 Incentives are aligning and can see easily see the flow through the biz if they bring their margins inline w the rest of the OTAs. Experiences part of the biz also comps well against $ABNB"  
[X Link](https://x.com/riceforthought/status/2017106394810585283)  2026-01-30T05:23Z [---] followers, [---] engagements


"@C_Barraud @finneko_prgrm Not seeing any insider transactions by Ellison since July 2025"  
[X Link](https://x.com/riceforthought/status/2017122885236916705)  2026-01-30T06:29Z [---] followers, [--] engagements


"@BobEUnlimited He was the youngest gov chair at [--] historically hawkish so Warsh has the intellect to get this done. Inflation is over"  
[X Link](https://x.com/riceforthought/status/2017240145851035742)  2026-01-30T14:15Z [---] followers, [---] engagements


"@BobEUnlimited He was appointed just like every Fed governor. Axel mirrors my sentiment. https://x.com/axelmerk/status/2017240121205219776s=46&t=a97Djt0noLu6d2WVKRuJGQ Unpopular opinion: setting interest rates is the easy part. Reforming the Fed from within is. Warsh is the man for the job. https://x.com/axelmerk/status/2017240121205219776s=46&t=a97Djt0noLu6d2WVKRuJGQ Unpopular opinion: setting interest rates is the easy part. Reforming the Fed from within is. Warsh is the man for the job"  
[X Link](https://x.com/riceforthought/status/2017241487868883446)  2026-01-30T14:20Z [---] followers, [--] engagements


"Do you ever stop and wonder what is a Figma $FIG @figma"  
[X Link](https://x.com/riceforthought/status/2017439444555731295)  2026-01-31T03:27Z [---] followers, [---] engagements


"Apple's AI moment is here. $AAPL"  
[X Link](https://x.com/riceforthought/status/2017483354221002823)  2026-01-31T06:21Z [---] followers, [--] engagements


"@CapitalFang @taobanker QSRs are valued by unit growth but clearly not in this case. Perhaps theres another reason (Idk)"  
[X Link](https://x.com/riceforthought/status/2017593444676603999)  2026-01-31T13:38Z [---] followers, [--] engagements


"Im seeing a lot of fight the Fed posts. Did no one listen to Powell He literally said inflation is over. (Read inbetween the lines) Yall are tripping he doesnt declare a victory lap before leaving"  
[X Link](https://x.com/riceforthought/status/2017621578629140717)  2026-01-31T15:30Z [---] followers, [---] engagements


"$QGEN volume spike news"  
[X Link](https://x.com/riceforthought/status/1859306046030045641)  2024-11-20T18:41Z [---] followers, [---] engagements


"Calavo Growers received a $32 proposed take-private offer and it's now trading at $24. CVGW Re-grew my pos'n in $CVGW after a disappointing Q due to 1x items. Actually EPS hit my # as real gross margin was awesome and costs were cut big - both to continue. As rev growth resumes EPS should rocket. I believe it's worth $43 +60%. Plus a likely buyout $32 still looms. Re-grew my pos'n in $CVGW after a disappointing Q due to 1x items. Actually EPS hit my # as real gross margin was awesome and costs were cut big - both to continue. As rev growth resumes EPS should rocket. I believe it's worth $43"  
[X Link](https://x.com/riceforthought/status/1979614834384871935)  2025-10-18T18:25Z [---] followers, [---] engagements


"This the same Dan_TMT who shorts $SATS aka then $DISH at the bottom and is now bullish LEO hmm $ASTS @spacanpanman @spacemobjedi @m_MTG63 @DefinitionsNew Frankly if $ASTS is wildly successful $IRDM's spectrum would then be a good target for them for more capacity and global coverage. @spacanpanman @spacemobjedi @m_MTG63 @DefinitionsNew Frankly if $ASTS is wildly successful $IRDM's spectrum would then be a good target for them for more capacity and global coverage"  
[X Link](https://x.com/riceforthought/status/1988057533588926481)  2025-11-11T01:33Z [---] followers, [---] engagements


"I can not look at staples and agree with management paying 6x sales at 16x ebitda for a HAND SANITIZER brand. so many peak multiple purchases by these Majors (Eg Dollar Shaving Club by P&G). $PG $CHD $XLP"  
[X Link](https://x.com/riceforthought/status/1998614045835067687)  2025-12-10T04:41Z [---] followers, [---] engagements


"@stockgutter @taobanker @Schwab Lol they restricted me from buying $THRY and that was a good thing😂"  
[X Link](https://x.com/riceforthought/status/1999852522757140825)  2025-12-13T14:42Z [---] followers, [---] engagements


"Hello new and existing Saas baggies welcome welcome 👋 Maybe the answer we should be asking is why hasn't the 10yr yield turned down $IGV $WDAY $CRM"  
[X Link](https://x.com/riceforthought/status/2011965352608203025)  2026-01-16T00:54Z [---] followers, [---] engagements


"@Crussian17 I remember talking $Brze with some LARPer here couple weeks ago. New all time low @taobanker"  
[X Link](https://x.com/riceforthought/status/2012534909642981571)  2026-01-17T14:38Z [---] followers, [---] engagements


"$QGEN Qiagen is said to weigh strategic options amid fresh interest"  
[X Link](https://x.com/riceforthought/status/2013651575764643904)  2026-01-20T16:35Z [---] followers, [---] engagements


"@CedarStResearch @DJ_EBITDA Lotta flows to FAF Title Insurance"  
[X Link](https://x.com/riceforthought/status/2014365862371954882)  2026-01-22T15:53Z [---] followers, [--] engagements


"@taobanker $trip"  
[X Link](https://x.com/riceforthought/status/2017006219261858024)  2026-01-29T22:45Z [---] followers, [--] engagements


"'Inflation is a choice' - Warsh needs the Chair ASAP https://www.youtube.com/watchv=qVFEcg-RIAk @BobEUnlimited He was the youngest gov chair at [--] historically hawkish so Warsh has the intellect to get this done. Inflation is over. https://www.youtube.com/watchv=qVFEcg-RIAk @BobEUnlimited He was the youngest gov chair at [--] historically hawkish so Warsh has the intellect to get this done. Inflation is over"  
[X Link](https://x.com/riceforthought/status/2018723779556610479)  2026-02-03T16:30Z [---] followers, [---] engagements


"@bizalmanac @vanckzhu How bad is your credit to be denied by Chym Lmfao"  
[X Link](https://x.com/riceforthought/status/2018948604501934258)  2026-02-04T07:23Z [---] followers, [--] engagements


"M&A off to a banger in 25' $ZBH $FNA Zimmer Biomet To Acquire Paragon [--] For Upfront Payment Of $13.00 Per Share In Cash Corresponding To An Equity Value Of $1.1B And Enterprise Value Of $1.2B Sold $fna overnight swing foot&ankle is an interesting ortho subsector that should grow in [--] keep an eye on it $enov $tmci $zbh Sold $fna overnight swing foot&ankle is an interesting ortho subsector that should grow in [--] keep an eye on it $enov $tmci $zbh"  
[X Link](https://x.com/riceforthought/status/1884440239630086458)  2025-01-29T03:15Z [---] followers, [---] engagements


"Is $HAE back under sights after $GRFS $BN break-up Trading at adj 26e PE 10x 3-4x discount to peers and kept FY guide. Some management issues here but market share is intact"  
[X Link](https://x.com/riceforthought/status/1980511644750082311)  2025-10-21T05:49Z [---] followers, [---] engagements


"@boujee_banker Hey Boujee have you heard about cable companies as a recession benefactor Lots of defensive characteristics thats for sure. $CMCSA $CABO"  
[X Link](https://x.com/riceforthought/status/1989457582411698585)  2025-11-14T22:17Z [---] followers, [---] engagements


"$aesi -50% off since July so [--] months ago aha It's good they finally cut the divi"  
[X Link](https://x.com/riceforthought/status/1989530169812697514)  2025-11-15T03:05Z [---] followers, [---] engagements


"@SFarringtonBKC @glbeaty LSEA acquired and market hates BZH bc this discount has existed forever (past [--] years). Any other builders you like not behind a paywall Thx"  
[X Link](https://x.com/riceforthought/status/1989720589821411813)  2025-11-15T15:42Z [---] followers, [--] engagements


"@acidinvestments @Twasluck1 oln wlk hun ash lyb"  
[X Link](https://x.com/riceforthought/status/1993936732623130713)  2025-11-27T06:55Z [---] followers, [---] engagements


"@aresearchguy @irbezek @retaox yeah beats these guys $CHD https://x.com/riceforthought/status/1998614045835067687 https://x.com/riceforthought/status/1998614045835067687"  
[X Link](https://x.com/riceforthought/status/2008714952941727763)  2026-01-07T01:38Z [---] followers, [--] engagements


"@compoundpapi $yinn or $cweb ha ha"  
[X Link](https://x.com/riceforthought/status/2012953709722927289)  2026-01-18T18:22Z [---] followers, [---] engagements


"$METC $METCB Poor little $METCB Ramaco created it to trade at a premium (Royalty structure rapid yield growth potential) But it gets left behind by $METC as flows chase WSJ article https://t.co/lXoJu7mDEj Poor little $METCB Ramaco created it to trade at a premium (Royalty structure rapid yield growth potential) But it gets left behind by $METC as flows chase WSJ article https://t.co/lXoJu7mDEj"  
[X Link](https://x.com/riceforthought/status/1945304068160721402)  2025-07-16T02:06Z [---] followers, [---] engagements


"@SFarringtonBKC @glbeaty These are ARG ADRs Im not that familiar. Building products are another way but a lot of the majors are focused on paying down debts $oc $lpx $bcc"  
[X Link](https://x.com/riceforthought/status/1989723074602877234)  2025-11-15T15:52Z [---] followers, [---] engagements


"MS lowers PT on $ARHS 3Q25 Solid Q at Arhaus. Treat 'demand' comp with caution + $ARHS pulls promo lever often. Still Q3 +7.4% vs -3.6% in Q2 & September strongest month EVER. Big ticket furniture solid in latest sign upscale shoppers continue to motor on. 💪 $WSM $RH $XLY $XLF $HD $LOW https://t.co/QlFTmI7H1K Solid Q at Arhaus. Treat 'demand' comp with caution + $ARHS pulls promo lever often. Still Q3 +7.4% vs -3.6% in Q2 & September strongest month EVER. Big ticket furniture solid in latest sign upscale shoppers continue to motor on. 💪 $WSM $RH $XLY $XLF $HD $LOW https://t.co/QlFTmI7H1K"  
[X Link](https://x.com/riceforthought/status/1990632760835518503)  2025-11-18T04:06Z [---] followers, [---] engagements

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