# ![@ridireresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1919123527636242432.png) @ridireresearch Ridire Research

Ridire Research posts on X about ai, $btc, $nvda, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1919123527636242432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1919123527636242432/c:line/m:interactions.svg)

- [--] Week [------] +739%
- [--] Month [------] +124%
- [--] Months [-------] +64%

### Mentions: [--] [#](/creator/twitter::1919123527636242432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1919123527636242432/c:line/m:posts_active.svg)

- [--] Month [--] -62%
- [--] Months [---] +25%

### Followers: [-----] [#](/creator/twitter::1919123527636242432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1919123527636242432/c:line/m:followers.svg)

- [--] Week [-----] +2.90%
- [--] Month [-----] +9%
- [--] Months [-----] +65%

### CreatorRank: [---------] [#](/creator/twitter::1919123527636242432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1919123527636242432/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [financial services](/list/financial-services)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [$btc](/topic/$btc), [$nvda](/topic/$nvda), [if you](/topic/if-you), [$ter](/topic/$ter), [$tdw](/topic/$tdw) #25, [trade](/topic/trade), [money](/topic/money), [decentralized](/topic/decentralized), [$bidu](/topic/$bidu)

**Top accounts mentioned or mentioned by**
[@citrini7](/creator/undefined) [@blondesnmoney](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@contrariancurse](/creator/undefined) [@jaredkubin](/creator/undefined) [@grok](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@welfarecapllc](/creator/undefined) [@benitoz](/creator/undefined) [@valuesenseio](/creator/undefined) [@teckentan](/creator/undefined) [@investornick](/creator/undefined) [@abcampbell](/creator/undefined) [@goodalexander](/creator/undefined) [@nocapcap](/creator/undefined) [@jbulltard1](/creator/undefined) [@0xmerridew](/creator/undefined) [@atelicinvest](/creator/undefined) [@bucketshopcap](/creator/undefined) [@logicalthesis](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Teradyne, Inc. (TER)](/topic/$ter) [Tidewater, Inc. (TDW)](/topic/$tdw) [Cloudflare, Inc. (NET)](/topic/$net) [First Solar, Inc. (FSLR)](/topic/$fslr) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Ampleforth (AMPL)](/topic/$ampl) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Roblox Corp. (RBLX)](/topic/$rblx) [Hyperliquid (HYPE)](/topic/$hype) [Micron Technology, Inc. (MU)](/topic/$mu) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [GlobalFoundries (GFS)](/topic/$gfs) [Copart, Inc. (CPRT)](/topic/$cprt) [AppLovin Corporation (APP)](/topic/$app) [Texas Instruments (TXN)](/topic/$txn) [Okta Inc (OKTA)](/topic/$okta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [SPX6900 (SPX)](/topic/$spx) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Coterra Energy Inc (CTRA)](/topic/$ctra) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Shake Shack Inc. (SHAK)](/topic/$shak) [FIVE9, INC. (FIVN)](/topic/$fivn) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR GOLD ETF (GLD)](/topic/$gld) [OneStream, Inc (OS)](/topic/$os) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Stacks (STX)](/topic/$stx) [ZoomInfo Technologies Inc Common Stock (GTM)](/topic/$gtm) [Halozyme Therapeutics, Inc. (HALO)](/topic/$halo) [Ethereum (ETH)](/topic/$eth) [EOG Resources Inc (EOG)](/topic/$eog) [NOW INC. (DNOW)](/topic/$dnow) [Shopify Inc (SHOP)](/topic/$shop) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Genius Sports Limited (GENI)](/topic/$geni) [JOE (JOE)](/topic/$joe) [Zscaler Inc (ZS)](/topic/$zs) [Snowflake Inc. (SNOW)](/topic/$snow) [ELYSIA (EL)](/topic/$el) [Aster (ASTER)](/topic/$aster)
### Top Social Posts
Top posts by engagements in the last [--] hours

"https://substack.com/@ridireresearch/note/p-162985203utm_source=notes-share-action&r=5m5qgx https://substack.com/@ridireresearch/note/p-162985203utm_source=notes-share-action&r=5m5qgx"  
[X Link](https://x.com/anyuser/status/1919798830570115449)  2025-05-06T16:58Z [----] followers, [----] engagements


"https://open.substack.com/pub/ridire/p/step-on-the-gas-with-the-gream-strategyr=5m5qgx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ridire/p/step-on-the-gas-with-the-gream-strategyr=5m5qgx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ridireresearch/status/1920119478961988097)  2025-05-07T14:12Z [--] followers, [--] engagements


"$EXE $HES $CCEC $FSLR $CNR $FLNG $AR $NRG"  
[X Link](https://x.com/ridireresearch/status/1920119749754687681)  2025-05-07T14:13Z [--] followers, [---] engagements


"https://open.substack.com/pub/ridire/p/the-platform-that-pays-everyone-butr=5m5qgx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ridire/p/the-platform-that-pays-everyone-butr=5m5qgx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ridireresearch/status/1920175102680858848)  2025-05-07T17:53Z [--] followers, [--] engagements


"@BeenThereCap Any opinion on $TDW"  
[X Link](https://x.com/ridireresearch/status/1920211229681070503)  2025-05-07T20:16Z [---] followers, [---] engagements


"@ValueSense_io $HES $MELI $TMUS all are great in my opinion $CHKP interesting but cant pull the trigger on it"  
[X Link](https://x.com/ridireresearch/status/1920283832911057228)  2025-05-08T01:05Z [---] followers, [--] engagements


"@KarstResearch $TDW $RBRK longs"  
[X Link](https://x.com/ridireresearch/status/1920284429005578504)  2025-05-08T01:07Z [---] followers, [---] engagements


"https://open.substack.com/pub/ridire/p/sip-happensr=5m5qgx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/ridire/p/sip-happensr=5m5qgx&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ridireresearch/status/1920556493843153202)  2025-05-08T19:08Z [--] followers, [---] engagements


"@GeorgeGammon Im short $CAVA and $SHAK https://x.com/ridireresearch/status/1920556493843153202s=46 https://t.co/EyGuQYfQjE https://t.co/tNcSGu63SG https://x.com/ridireresearch/status/1920556493843153202s=46 https://t.co/EyGuQYfQjE https://t.co/tNcSGu63SG"  
[X Link](https://x.com/ridireresearch/status/1920653365479977276)  2025-05-09T01:33Z [--] followers, [---] engagements


"@FordWealth Betting on $TDW https://x.com/ridireresearch/status/1919798830570115449s=46 https://x.com/ridireresearch/status/1919798830570115449s=46"  
[X Link](https://x.com/ridireresearch/status/1920661735628800170)  2025-05-09T02:06Z [---] followers, [---] engagements


"$CNR one of my highest conviction picks under the Trump regime All part of the GREAM strategy https://x.com/ridireresearch/status/1920119478961988097s=46 The best thing we can do is buy back our own stock - $CNR call right now #CoalTwitter https://x.com/ridireresearch/status/1920119478961988097s=46 The best thing we can do is buy back our own stock - $CNR call right now #CoalTwitter"  
[X Link](https://x.com/ridireresearch/status/1920662900160569794)  2025-05-09T02:11Z [--] followers, [---] engagements


"@ValueSense_io $NVDA $MRK $PM are the best [--] in my opinion"  
[X Link](https://x.com/ridireresearch/status/1920826360517312851)  2025-05-09T13:01Z [--] followers, [---] engagements


"https://ridire.substack.com/p/tariff-to-table https://ridire.substack.com/p/tariff-to-table"  
[X Link](https://x.com/ridireresearch/status/1920842234187948131)  2025-05-09T14:04Z [--] followers, [--] engagements


"$TSN $GPRE $CWK $SHOP $DUOL"  
[X Link](https://x.com/ridireresearch/status/1920842374189568319)  2025-05-09T14:04Z [--] followers, [---] engagements


"https://ridire.substack.com/p/the-skeleton-crew https://ridire.substack.com/p/the-skeleton-crew"  
[X Link](https://x.com/anyuser/status/1920919972282237317)  2025-05-09T19:13Z [----] followers, [----] engagements


"$NVDA $TXN $TER $BESI $COTN $OLED $6235 $6871"  
[X Link](https://x.com/ridireresearch/status/1920931577581727848)  2025-05-09T19:59Z [---] followers, [---] engagements


"@jake_ayes @bucketshopcap Just buy $KWEB worst case you pick $TSM up for free"  
[X Link](https://x.com/ridireresearch/status/1921405082647633921)  2025-05-11T03:20Z [--] followers, [--] engagements


"@aphysicist The humanoids are coming https://open.substack.com/pub/ridire/p/the-skeleton-crew https://open.substack.com/pub/ridire/p/the-skeleton-crew"  
[X Link](https://x.com/ridireresearch/status/1921551651778785596)  2025-05-11T13:03Z [---] followers, [---] engagements


"@ValueSense_io Nice just longed $SHOP last week against $DUOL wrote about it here: https://x.com/ridireresearch/status/1920842234187948131s=46 https://t.co/ckBIw03ug9 https://t.co/1wskNEOEfZ https://x.com/ridireresearch/status/1920842234187948131s=46 https://t.co/ckBIw03ug9 https://t.co/1wskNEOEfZ"  
[X Link](https://x.com/ridireresearch/status/1921912340372451694)  2025-05-12T12:56Z [--] followers, [---] engagements


"https://ridire.substack.com/p/agents-of-change https://ridire.substack.com/p/agents-of-change"  
[X Link](https://x.com/anyuser/status/1922329658378338559)  2025-05-13T16:34Z [----] followers, [----] engagements


"$CROX is great But I think $BIRK is the best stock in footwear right now Earnings tomorrow morning lets find out Wrote an entire article on Crocs for my subscribers when this was at $90 in April https://t.co/rsx7TOOLEv Wrote an entire article on Crocs for my subscribers when this was at $90 in April https://t.co/rsx7TOOLEv"  
[X Link](https://x.com/ridireresearch/status/1922794742569484567)  2025-05-14T23:22Z [---] followers, [---] engagements


"@LogicalThesis I like $HXL for similar exposure to the theme without having to chase the hype"  
[X Link](https://x.com/ridireresearch/status/1922797841476407395)  2025-05-14T23:35Z [---] followers, [--] engagements


"@FICMBondTrader They pay 30k for bbg but want fixed income guy to read the numbers for them"  
[X Link](https://x.com/ridireresearch/status/1922976113170456821)  2025-05-15T11:23Z [---] followers, [--] engagements


"Took profit on $SHOP this morning identified on 5/9 as a miss-pricing from the US-UK trade deal no one actually read thanks for playing"  
[X Link](https://x.com/ridireresearch/status/1923014337171464271)  2025-05-15T13:55Z [---] followers, [---] engagements


"$BIRK beat and rip 🤝 $CROX is great But I think $BIRK is the best stock in footwear right now Earnings tomorrow morning lets find out $CROX is great But I think $BIRK is the best stock in footwear right now Earnings tomorrow morning lets find out"  
[X Link](https://x.com/ridireresearch/status/1923015437467439328)  2025-05-15T13:59Z [---] followers, [---] engagements


"@Citrini7 Let me guess Retail $FL $SKX"  
[X Link](https://x.com/ridireresearch/status/1923019102135664807)  2025-05-15T14:14Z [---] followers, [---] engagements


"@kiwicarrotcake Im long $BROS against $SHAK and $CAVA https://open.substack.com/pub/ridire/p/sip-happensr=jp9mg&utm_medium=ios https://open.substack.com/pub/ridire/p/sip-happensr=jp9mg&utm_medium=ios"  
[X Link](https://x.com/ridireresearch/status/1923058905124344306)  2025-05-15T16:52Z [---] followers, [---] engagements


"B-b-but what about rates Don't worry we cover that too"  
[X Link](https://x.com/anyuser/status/1923066492888698982)  2025-05-15T17:22Z [----] followers, [----] engagements


"@StocksOnSpaces Any opinion on $NRG $RBLX"  
[X Link](https://x.com/ridireresearch/status/1923092849597308933)  2025-05-15T19:07Z [---] followers, [--] engagements


"@kiwicarrotcake I just did (BETSB + $FLUT + $SRAD) / ($DKNG + $GENI) https://open.substack.com/pub/ridire/p/the-house-always-winsr=jp9mg&utm_medium=ios https://open.substack.com/pub/ridire/p/the-house-always-winsr=jp9mg&utm_medium=ios"  
[X Link](https://x.com/ridireresearch/status/1923105701502529629)  2025-05-15T19:58Z [---] followers, [---] engagements


"@3PeaksTrading Im short $AR and long $FLUT"  
[X Link](https://x.com/ridireresearch/status/1923110323751432295)  2025-05-15T20:16Z [---] followers, [---] engagements


"@LogicalThesis $AMPL will be a big winner of agentic ai"  
[X Link](https://x.com/ridireresearch/status/1923127938280488983)  2025-05-15T21:26Z [---] followers, [---] engagements


"Follow up to The Skeleton Crew piece"  
[X Link](https://x.com/ridireresearch/status/1923384762783146046)  2025-05-16T14:27Z [---] followers, [---] engagements


"@Barchart Doesn't matter $RKT will print either way"  
[X Link](https://x.com/ridireresearch/status/1923400827307180322)  2025-05-16T15:31Z [---] followers, [----] engagements


"@APKramar Also out of droneshield but Im in these any you like"  
[X Link](https://x.com/ridireresearch/status/1923506167113720010)  2025-05-16T22:29Z [---] followers, [--] engagements


"@ryshab Interesting $GAMB looked cheap but I couldnt pull the trigger Instead did (BETSB + FLUT + SRAD) / (DKNG + GENI) Any opinion on this"  
[X Link](https://x.com/ridireresearch/status/1923775752396472424)  2025-05-17T16:20Z [---] followers, [---] engagements


"@long_equity $MSFT must-own. Dominant across AI cloud and enterprise software. $SPGE solid compounder but peers in the space offer similar growth and value. $MA & $V fantastic businesses but biggest threat is decentralized payment rails. Rest I dont think the R/R is worth it"  
[X Link](https://x.com/ridireresearch/status/1923874556302831830)  2025-05-17T22:53Z [---] followers, [---] engagements


"@long_equity $HEI interesting but not at this valuation"  
[X Link](https://x.com/ridireresearch/status/1923874783223050246)  2025-05-17T22:54Z [---] followers, [--] engagements


"@chat_SBC I'm short $FIVN and $OKTA if you want to change my mind"  
[X Link](https://x.com/ridireresearch/status/1924525847752434095)  2025-05-19T18:01Z [---] followers, [---] engagements


"@thousandairefx @choffstein $BTGD"  
[X Link](https://x.com/ridireresearch/status/1925256916252729368)  2025-05-21T18:26Z [---] followers, [--] engagements


"Sounds like Taiwan needs the 3Bs https://t.co/zwEMu6EH5b https://t.co/MjkKsbOy8o https://t.co/zwEMu6EH5b https://t.co/MjkKsbOy8o"  
[X Link](https://x.com/ridireresearch/status/1925999848769163539)  2025-05-23T19:38Z [---] followers, [--] engagements


"@stockoholics Im long $RKT https://x.com/ridireresearch/status/1923066492888698982s=46 B-b-but what about rates Don't worry we cover that too https://t.co/xWrwx5K5D0 https://x.com/ridireresearch/status/1923066492888698982s=46 B-b-but what about rates Don't worry we cover that too https://t.co/xWrwx5K5D0"  
[X Link](https://x.com/ridireresearch/status/1926394951824220391)  2025-05-24T21:48Z [---] followers, [---] engagements


"@stockoholics Most of these are incredible businesses and then $SBUX just sitting there #5 gross. Not sure what he sees in it"  
[X Link](https://x.com/ridireresearch/status/1927039737392492558)  2025-05-26T16:30Z [---] followers, [--] engagements


"@Aksel465 It's a spam blocking call answering assistant and message filtering app. I think that it will keep thriving as AI spam gets worse. Also ios monetization is a new tailwind. Laid out some key points and risks here: https://ridire.substack.com/p/can-you-hear-me-calling https://ridire.substack.com/p/can-you-hear-me-calling"  
[X Link](https://x.com/ridireresearch/status/1927138878281904165)  2025-05-26T23:04Z [---] followers, [--] engagements


"@MikeFritzell Part of a 2nd order GLP1 beneficiaries basket focused around vanity"  
[X Link](https://x.com/ridireresearch/status/1927337664841163076)  2025-05-27T12:14Z [---] followers, [--] engagements


"You could have bought $HOLX before @blackstone but you didn't read my piece last week New LS basket just dropped https://t.co/getNlCsV8i New LS basket just dropped https://t.co/getNlCsV8i"  
[X Link](https://x.com/ridireresearch/status/1927433660338213115)  2025-05-27T18:36Z [---] followers, [---] engagements


"+40% already on this pair $RBRK / $OKTA vs +5% for $SPY https://t.co/igOEbJlkAN https://t.co/yFMy2h9iQU https://t.co/igOEbJlkAN https://t.co/yFMy2h9iQU"  
[X Link](https://x.com/ridireresearch/status/1927761120909054054)  2025-05-28T16:17Z [---] followers, [---] engagements


"Think paying for substacks is a waste Then you havent studied Marshall Wace a $70b hedge fund that scaled the same principle. Pay for high conviction not credentials"  
[X Link](https://x.com/ridireresearch/status/1928443167315300439)  2025-05-30T13:27Z [---] followers, [---] engagements


"@blondesnmoney I'm short $DKNG and $GENI"  
[X Link](https://x.com/ridireresearch/status/1928462596824351164)  2025-05-30T14:44Z [---] followers, [---] engagements


"@AVG_84 @LukeGromen It already exists. Its called $IBIT https://x.com/ridireresearch/status/1928462076776759550s=46 What happened in [----] that made $BTC start trading like the $GLD / $TLT pair https://t.co/cgYwSJnvEP https://x.com/ridireresearch/status/1928462076776759550s=46 What happened in [----] that made $BTC start trading like the $GLD / $TLT pair https://t.co/cgYwSJnvEP"  
[X Link](https://x.com/ridireresearch/status/1928470907577668020)  2025-05-30T15:17Z [---] followers, [--] engagements


"$NVO is using $HIMS as a shield to push those compounded GLP-1s while keeping their hands clean and both are cashing in. $HIMS gets the quick bucks and $NVO gets the market reach without the mess. And the likely lifelong customers. Of course after that I get the page that says that I'll get a personalized med if I'm deemed eligible Another prompt to juice me with more pills because that's what used car salesman do at the end And then lo and behold the first recommendation is compounded semaglutide. - https://t.co/C5cd7RbT1A Of course after that I get the page that says that I'll get a"  
[X Link](https://x.com/ridireresearch/status/1928524666588541359)  2025-05-30T18:51Z [---] followers, [---] engagements


"@sp3cul8r $TDW"  
[X Link](https://x.com/ridireresearch/status/1928544039898378267)  2025-05-30T20:08Z [---] followers, [---] engagements


"@HFI_Research @Jon_Costello_ Any opinion on $TDW"  
[X Link](https://x.com/ridireresearch/status/1928867753558942024)  2025-05-31T17:34Z [---] followers, [---] engagements


"@mxschumacher @Restructuring__ Ironic part is a lot of those jobs don't even profit share or commission. If there is commission/profit share involved then regardless of industry you will be paid only and always what you're worth"  
[X Link](https://x.com/ridireresearch/status/1928888671140200628)  2025-05-31T18:57Z [---] followers, [--] engagements


"I essentially believe as early deployer of humanoid tech in combination with their modular software EV platforms will allow near seamless integration enabling long term margin expansion. This can also become somewhat of an edge for them assuming they validate and assume humanoid automation faster than peers. Essentially its a bet they boost efficiency far before its commoditized. Also I often dont mention valuation in my write ups because people have vastly different methods and opinions on valuations and what they may mean. But by my measures its one of the cheapest stocks in the sector that"  
[X Link](https://x.com/ridireresearch/status/1929004393463947745)  2025-06-01T02:37Z [---] followers, [--] engagements


"@ChudCap That's fair design and quality were not considered at all in my analysis. They could get smoked by Chinese EVs too only time will tell"  
[X Link](https://x.com/ridireresearch/status/1929013854354157803)  2025-06-01T03:15Z [---] followers, [--] engagements


"@gnosis_osmosis @3DM0nster @visegrad24 Nuclear"  
[X Link](https://x.com/ridireresearch/status/1929184051878855166)  2025-06-01T14:31Z [---] followers, [--] engagements


"@partners_road Thats why hes CEO instead of an asset manager lol. Can just make deranged predictions and never be held accountable. Dude loves to run his mouth on TV"  
[X Link](https://x.com/ridireresearch/status/1929185570007224470)  2025-06-01T14:37Z [---] followers, [----] engagements


"@ConsensusGurus Im long $BROS and short $SHAK $CAVA $SBUX will probably be a good short again"  
[X Link](https://x.com/ridireresearch/status/1929731791503741233)  2025-06-03T02:48Z [---] followers, [---] engagements


"@WelfareCapLLC I was long $MNST + $CELH against $SBUX earlier in the year only regret was closing it too soon"  
[X Link](https://x.com/ridireresearch/status/1929864796435804372)  2025-06-03T11:36Z [---] followers, [--] engagements


"@WillRogersInvst @WelfareCapLLC Im long $BROS against $SHAK and $CAVA if interested https://open.substack.com/pub/ridire/p/sip-happens https://open.substack.com/pub/ridire/p/sip-happens"  
[X Link](https://x.com/ridireresearch/status/1929865121741852672)  2025-06-03T11:37Z [---] followers, [---] engagements


"@TMTLongShort Theyre sold out of trash🤣"  
[X Link](https://x.com/ridireresearch/status/1930022754520092696)  2025-06-03T22:04Z [---] followers, [--] engagements


"@galacticbarrier @investing_bear There is almost no FCF if you adjust for SBC Execs just using it as a piggybank doesnt mean its a bad business though"  
[X Link](https://x.com/ridireresearch/status/1931729334470910018)  2025-06-08T15:05Z [---] followers, [--] engagements


"@galacticbarrier @investing_bear I can see it just doesnt fit my process right now. Any other agentic AI plays you like Im in $OS $AMPL $4180 and $NICE"  
[X Link](https://x.com/ridireresearch/status/1931773971403264205)  2025-06-08T18:03Z [---] followers, [--] engagements


"@BullfightCap Im long these also currently short $PLTR $BOX $OKTA"  
[X Link](https://x.com/ridireresearch/status/1932074310837088474)  2025-06-09T13:56Z [---] followers, [---] engagements


"Always adjust for SBC its very important as some executives use companies as their personal piggybanks. For example $SNAP These are not people you want to be in a pseudo-partnership with. A few more related charts on dilution: Software SBC Adjusted Rule of [--] I've posted this before but there's a hell of a lot of software management teams bragging about achieving Rule of [--]. But when you bake in SBC as a real expense the number of companies 40% drops from [--] to https://t.co/FKfUpOT4MR A few more related charts on dilution: Software SBC Adjusted Rule of [--] I've posted this before but there's a"  
[X Link](https://x.com/ridireresearch/status/1932975614341865959)  2025-06-12T01:37Z [---] followers, [---] engagements


"@immutablejacob @nillionnetwork @MessariCrypto Are there any of these categories of dapps in particular you are focused on right now I have some $NIL already but think its time to move farther out the risk curve with some profits"  
[X Link](https://x.com/ridireresearch/status/1933571365690384395)  2025-06-13T17:05Z [---] followers, [--] engagements


"@AiBreakfast @grok make me a million dollar prompt"  
[X Link](https://x.com/ridireresearch/status/1933690338759127205)  2025-06-14T00:57Z [---] followers, [---] engagements


"@orrdavid $TDW https://x.com/ridireresearch/status/1919798830570115449s=46 https://t.co/JR3jeprtNw https://t.co/aRysd5E3Fi https://x.com/ridireresearch/status/1919798830570115449s=46 https://t.co/JR3jeprtNw https://t.co/aRysd5E3Fi"  
[X Link](https://x.com/ridireresearch/status/1933839306961133855)  2025-06-14T10:49Z [---] followers, [---] engagements


"@Blinklebloop I'm in $2326 (cyber) $2157 (vanity premium) $4180 (agentic ai winner) $6235 & $6871 (humanoid pick and axes) Curious if any of these look good by your measures"  
[X Link](https://x.com/ridireresearch/status/1934229878460576055)  2025-06-15T12:41Z [---] followers, [---] engagements


"@notgodcomplex96 Not sure I would be publicly bragging about training an intelligence agent who went on to steal $10b but nice👍"  
[X Link](https://x.com/ridireresearch/status/1934935747561505270)  2025-06-17T11:26Z [---] followers, [----] engagements


"@TheWallStPig @AravSrinivas Its an advertisement. His own firms custom indices arent even available on perplexity but they are on Bloomberg. Makes ya think"  
[X Link](https://x.com/ridireresearch/status/1935038780471386504)  2025-06-17T18:16Z [---] followers, [--] engagements


"@levelsio @creatorLLM Whats the churn"  
[X Link](https://x.com/ridireresearch/status/1935184739368837445)  2025-06-18T03:56Z [---] followers, [----] engagements


"@isleofpuffin @0ttovich @DeepDishEnjoyer I dont know what decimated means"  
[X Link](https://x.com/anyuser/status/1935310073883918610)  2025-06-18T12:14Z [----] followers, [---] engagements


"$OKTA -15% since this post https://t.co/igOEbJlkAN https://t.co/yFMy2h9iQU https://t.co/igOEbJlkAN https://t.co/yFMy2h9iQU"  
[X Link](https://x.com/ridireresearch/status/1935397929549705531)  2025-06-18T18:03Z [---] followers, [---] engagements


"@profplum99 Hyperliquid"  
[X Link](https://x.com/ridireresearch/status/1935400476603990077)  2025-06-18T18:13Z [---] followers, [--] engagements


"@tomwesleyson @Evan_ss6 I was thinking its a sell the news event so would like to give it until Friday. Im not taking more than a 30% loss on this though so possibly covering tomorrow well just have to see at the open"  
[X Link](https://x.com/ridireresearch/status/1935459346244133360)  2025-06-18T22:07Z [---] followers, [--] engagements


"@Vitamul Lol has to be the smallest MC relative to meme mindshare. Just top blast it"  
[X Link](https://x.com/ridireresearch/status/1935841694349476295)  2025-06-19T23:26Z [---] followers, [--] engagements


"@justoutquan Ok so really the first post was: Fuck it we using fake P&L with no fees or market impact as an LLM eval now What happens if you give each model $0 and not a bloomberg terminal but simple internet access. We're tracking the results on LMPnL a public leaderboard"  
[X Link](https://x.com/ridireresearch/status/1935851083563253899)  2025-06-20T00:03Z [---] followers, [---] engagements


"@goodalexander Personally Im sticking with the pick and axe type plays that win regardless of robotics end form"  
[X Link](https://x.com/ridireresearch/status/1935887628320358524)  2025-06-20T02:29Z [---] followers, [---] engagements


"@dvassallo $RBLX"  
[X Link](https://x.com/ridireresearch/status/1936043413679620542)  2025-06-20T12:48Z [---] followers, [--] engagements


"@reborn_agi How to win from this regardless of end robotics form factor I've laid out the best plays here: https://ridire.substack.com/p/the-skeleton-crew https://ridire.substack.com/p/the-skeleton-crew"  
[X Link](https://x.com/ridireresearch/status/1936059849076306341)  2025-06-20T13:53Z [---] followers, [--] engagements


"Micronics Japan ($6871 JP) one of the highest conviction names in our robotics basket from May 9th getting taken out at +64% to where we published. Want to know the other key winners of this theme Check out the full article for free in the comments below"  
[X Link](https://x.com/anyuser/status/1936081276399649206)  2025-06-20T15:18Z [----] followers, [---] engagements


"@D_Builder95 Thanks ser. Portfolio is pretty much full right now but planning a fintech & payments basket next"  
[X Link](https://x.com/ridireresearch/status/1936082234089332914)  2025-06-20T15:22Z [---] followers, [--] engagements


"Got a few questions from readers about crypto. While the Ridindex is primarily focused on equities and tradfi assets I am active in crypto in my personal accounts. My current holdings: $BTC $HYPE $SYRUP $JOE $NIL"  
[X Link](https://x.com/ridireresearch/status/1936089453300531478)  2025-06-20T15:51Z [---] followers, [---] engagements


"@alc2022 Im short $DUOL (might get rekt)"  
[X Link](https://x.com/ridireresearch/status/1936102423967277440)  2025-06-20T16:42Z [---] followers, [----] engagements


"European governments are ramping up defense spending by billions of euros spurred by the European Commissions ReArm Europe Plan/Readiness [----] and other initiatives reversing decades of underinvestment. Ive outlined the key winners and implications in my Substack article below"  
[X Link](https://x.com/anyuser/status/1936127206302142744)  2025-06-20T18:21Z [----] followers, [----] engagements


"@Cheshire_Cap @cobie Why $AAVE instead of $MKR Also any opinion on $SYRUP looks really expensive but interetsing"  
[X Link](https://x.com/ridireresearch/status/1936509784200548483)  2025-06-21T19:41Z [---] followers, [---] engagements


"@skitzomaniack @Cheshire_Cap @cobie Have to stake to get the yield though right No open market buys"  
[X Link](https://x.com/ridireresearch/status/1936510011909538173)  2025-06-21T19:42Z [---] followers, [--] engagements


"@praharsh_dusa @rektober Why $AAVE instead of $MKR just curious"  
[X Link](https://x.com/ridireresearch/status/1936512791403266221)  2025-06-21T19:53Z [---] followers, [--] engagements


"@Vivek4real_ Too much leverage all these perp traders. Own the casino. Hyperliquid"  
[X Link](https://x.com/ridireresearch/status/1936607414654325094)  2025-06-22T02:09Z [---] followers, [---] engagements


"@WelfareCapLLC They let one refuel team on radar that didnt attack then another B2 team attacked from unknown station from my understanding"  
[X Link](https://x.com/ridireresearch/status/1936609079117377554)  2025-06-22T02:15Z [---] followers, [--] engagements


"@Pushkar90143278 @dhambrick63 @RealLifeFootage @Osint613 Possible as people underestimate the Iranian new concrete tech which could be 35x stronger and bend. However consensus was [--] bunker busters to destroy it and they dropped [--] so"  
[X Link](https://x.com/ridireresearch/status/1936610249319882990)  2025-06-22T02:20Z [---] followers, [--] engagements


"Finally some good news in this basket $EXEL New LS basket just dropped https://t.co/getNlCsV8i New LS basket just dropped https://t.co/getNlCsV8i"  
[X Link](https://x.com/ridireresearch/status/1937162322541154699)  2025-06-23T14:54Z [---] followers, [---] engagements


"New Payments Basket out on Substack"  
[X Link](https://x.com/ridireresearch/status/1937506224058335591)  2025-06-24T13:40Z [---] followers, [---] engagements


"$FI $327 HK $DLO"  
[X Link](https://x.com/ridireresearch/status/1937506326369952080)  2025-06-24T13:41Z [---] followers, [---] engagements


"@WelfareCapLLC Sounds crazy but look at the estimates either we are so so so wrong or they are. What's the difference maker"  
[X Link](https://x.com/ridireresearch/status/1938023605516083568)  2025-06-25T23:56Z [---] followers, [--] engagements


"@WelfareCapLLC Those are all fair points. That being said I think most videogame stocks seem mispriced. The cash flow timing is definitely a nuance but then look at $TTWO relatively is like looney toons valuation for something just as chunky"  
[X Link](https://x.com/ridireresearch/status/1938031697565471153)  2025-06-26T00:28Z [---] followers, [--] engagements


"@KyleAdamsStocks Awesome have a [--] min summary on all those except $EVO if interested: https://ridire.substack.com/p/the-house-always-wins https://ridire.substack.com/p/the-house-always-wins"  
[X Link](https://x.com/ridireresearch/status/1938035933284073624)  2025-06-26T00:45Z [---] followers, [---] engagements


"@MooreMorrisSemi I've outlined a strategic plan to profit from the agentic AI transformation covering long and short opportunities. https://ridire.substack.com/p/agents-of-change https://ridire.substack.com/p/agents-of-change"  
[X Link](https://x.com/ridireresearch/status/1938108116438028774)  2025-06-26T05:32Z [---] followers, [---] engagements


"$BIDU worth buying down here"  
[X Link](https://x.com/anyuser/status/1938227743381946797)  2025-06-26T13:27Z [----] followers, [----] engagements


"@Versace_Trader @DU09BTC You tell him. You own the data on the public ledger and no one else can talk about it"  
[X Link](https://x.com/ridireresearch/status/1938581584933748968)  2025-06-27T12:54Z [---] followers, [--] engagements


"@AravSrinivas Thanks I could never access the data on the public ledger before this revolutionary invention🙏"  
[X Link](https://x.com/ridireresearch/status/1938600828727624114)  2025-06-27T14:10Z [---] followers, [---] engagements


"☢Nuclear pick-&-axe alert: Only a handful of firms can build pumps for [---] C lead-cooled SMRs and KSB just inked the first deal with Blykallas SEALER reactor. Three decades of spares + service = annuity-like cash. Dive in 👇 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T"  
[X Link](https://x.com/ridireresearch/status/1939046779334598937)  2025-06-28T19:42Z [---] followers, [---] engagements


"🧩 Software is getting a hard reset: agentic AI isnt a feature its the new OS layer. Im long the enablers of agent-native workflows and short the incumbents whose stacks break under autonomous agents. Betting on the winners & losers of the AI replatforming wave not the hype. 👇 I've outlined a strategic plan to profit from the agentic AI transformation covering long and short opportunities. https://t.co/EFQOKUqwXN I've outlined a strategic plan to profit from the agentic AI transformation covering long and short opportunities. https://t.co/EFQOKUqwXN"  
[X Link](https://x.com/ridireresearch/status/1939047048982208939)  2025-06-28T19:43Z [---] followers, [---] engagements


"@unitintern $XMR and $JOE"  
[X Link](https://x.com/ridireresearch/status/1939647789534679292)  2025-06-30T11:30Z [---] followers, [--] engagements


"@tokentheguy @MarioNawfal @grok Ive laid out the best decentralized energy plays here https://x.com/ridireresearch/status/1938660402398970267s=46 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T https://x.com/ridireresearch/status/1938660402398970267s=46 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T"  
[X Link](https://x.com/ridireresearch/status/1939686419934359757)  2025-06-30T14:04Z [---] followers, [---] engagements


"@DwayneNHL @MarioNawfal https://x.com/ridireresearch/status/1938660402398970267s=46 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T https://x.com/ridireresearch/status/1938660402398970267s=46 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T"  
[X Link](https://x.com/ridireresearch/status/1939686507800883709)  2025-06-30T14:04Z [---] followers, [--] engagements


"Terrible decision. As I said in my agentic AI article: "Winners will own budget line items tied to orchestration learning and inference. Losers will be those whose products require agents to route around them." $NET"  
[X Link](https://x.com/anyuser/status/1940021937758945732)  2025-07-01T12:17Z [----] followers, [----] engagements


"@Lantos1618 @melqtx @MartinShkreli the perplexity guys already replaced blomberg for free allegedly"  
[X Link](https://x.com/ridireresearch/status/1942561354486833641)  2025-07-08T12:28Z [---] followers, [----] engagements


"$TER large put sales. Does someone know something We are long this as part of our core robotics basket. https://ridire.substack.com/p/the-skeleton-crew https://ridire.substack.com/p/the-skeleton-crew"  
[X Link](https://x.com/anyuser/status/1942561630912389300)  2025-07-08T12:29Z [----] followers, [----] engagements


"@optionsly @ContrarianCurse @bookdepth wait til investors find out about bitcoin etfs"  
[X Link](https://x.com/ridireresearch/status/1942607314932097486)  2025-07-08T15:30Z [---] followers, [---] engagements


"@ContrarianCurse @optionsly @bookdepth wait until they find out about $joe coin. Thats right they tokenized a peanut m&m"  
[X Link](https://x.com/ridireresearch/status/1942609367234232780)  2025-07-08T15:38Z [---] followers, [--] engagements


"@ChudCap then you have ultragrift stocks like $ENVX $NN $ASTS runnings 200%+"  
[X Link](https://x.com/ridireresearch/status/1942723457424167059)  2025-07-08T23:12Z [---] followers, [---] engagements


"Interesting $MSFT Had enough of terrible takes on AI so here are some thoughts: Just because you cant figure out how to use AI properly doesnt mean its broken. Its a tool like any other but one thats now an entire industry for people who actually get it. If you dont know how to use it Had enough of terrible takes on AI so here are some thoughts: Just because you cant figure out how to use AI properly doesnt mean its broken. Its a tool like any other but one thats now an entire industry for people who actually get it. If you dont know how to use it"  
[X Link](https://x.com/ridireresearch/status/1942947153376432628)  2025-07-09T14:01Z [---] followers, [---] engagements


"@0xKNL__ Heres my robotics piece (posted before Citrini) https://open.substack.com/pub/ridire/p/the-skeleton-crewr=jp9mg&utm_medium=ios https://open.substack.com/pub/ridire/p/the-skeleton-crewr=jp9mg&utm_medium=ios"  
[X Link](https://x.com/ridireresearch/status/1942990417563160919)  2025-07-09T16:53Z [---] followers, [--] engagements


"$TER +22% since we posted this core robotics article but there are other key winners: $6871 JT +56% $NVDA +39% $TXN +25% $COTN SW +20% https://t.co/MjhNgaOMad https://t.co/QedtGJk2Fa https://t.co/MjhNgaOMad https://t.co/QedtGJk2Fa"  
[X Link](https://x.com/anyuser/status/1943307619499708555)  2025-07-10T13:53Z [----] followers, [----] engagements


"$NET -4.6% today Terrible decision. As I said in my agentic AI article: "Winners will own budget line items tied to orchestration learning and inference. Losers will be those whose products require agents to route around them." $NET https://t.co/0QRgrqqJrY Terrible decision. As I said in my agentic AI article: "Winners will own budget line items tied to orchestration learning and inference. Losers will be those whose products require agents to route around them." $NET https://t.co/0QRgrqqJrY"  
[X Link](https://x.com/anyuser/status/1943325155343896840)  2025-07-10T15:03Z [----] followers, [----] engagements


"Because its about the macro rotation away from overcrowded software and cybersecurity into semis and edge compute a trade we flagged weeks ago. The entire structure $IGV / $SMH and its derivatives has been one of the biggest relative trades on the board. And now were seeing the unwind. Software multiples were stretched semis had earnings revision momentum and the flows are catching up. I published my robotics basket right at the $IGV / $SMH ratio top. Todays 2+ standard deviation move in names like $TER is confirmation and further validation seen with Citrini etc. piling into these names now."  
[X Link](https://x.com/anyuser/status/1943405157598789787)  2025-07-10T20:21Z [----] followers, [----] engagements


"@pennycheck Could have bought $TER [--] months ago (substack is free btw) https://x.com/ridireresearch/status/1943307619499708555s=46 $TER +22% since we posted this core robotics article but there are other key winners: $6871 JT +56% $NVDA +39% $TXN +25% $COTN SW +20% https://t.co/JsUaenZ5fQ https://x.com/ridireresearch/status/1943307619499708555s=46 $TER +22% since we posted this core robotics article but there are other key winners: $6871 JT +56% $NVDA +39% $TXN +25% $COTN SW +20% https://t.co/JsUaenZ5fQ"  
[X Link](https://x.com/ridireresearch/status/1943467883918696874)  2025-07-11T00:30Z [---] followers, [---] engagements


"@WelfareCapLLC Exactly also look at Marshall Wace and @joinyellowbrick which have different approaches but sort of scaled this concept at its core paying for ideas"  
[X Link](https://x.com/ridireresearch/status/1943482669959905535)  2025-07-11T01:29Z [---] followers, [---] engagements


"@JJNews002 @onodacapital1 @Crussian17 Im short as part of a long hot storage short cold storage trade. Outside of that context or the Taiwan takeover context I wouldnt be betting on Intel either direction"  
[X Link](https://x.com/ridireresearch/status/1943630840610668748)  2025-07-11T11:17Z [---] followers, [---] engagements


"Strange pair $TLN / $VST (no position)"  
[X Link](https://x.com/ridireresearch/status/1943738644147081366)  2025-07-11T18:26Z [---] followers, [---] engagements


"@goodalexander Check this out long/short gambling pair. Also added $EVO since this https://x.com/ridireresearch/status/1922686709696753978 https://t.co/P5QvgyxCbe https://t.co/iJavwcSngw https://x.com/ridireresearch/status/1922686709696753978 https://t.co/P5QvgyxCbe https://t.co/iJavwcSngw"  
[X Link](https://x.com/ridireresearch/status/1943741107776434218)  2025-07-11T18:36Z [---] followers, [---] engagements


"Do people think this is good for the stock Investors made -$214m last quarter btw. Will they ever see a cent of the profits $RBLX"  
[X Link](https://x.com/ridireresearch/status/1944776712861974795)  2025-07-14T15:11Z [---] followers, [----] engagements


"@benitoz Im not sure honestly its just funny they say generating $5m a month in purchases for $RBLX but none of that makes its way to investors pockets"  
[X Link](https://x.com/ridireresearch/status/1944778356190273694)  2025-07-14T15:17Z [---] followers, [---] engagements


"How it's going: $NVDA $TER $TXN $BESI https://t.co/MjhNgaOMad https://t.co/QedtGJk2Fa https://t.co/MjhNgaOMad https://t.co/QedtGJk2Fa"  
[X Link](https://x.com/ridireresearch/status/1944891765372113204)  2025-07-14T22:48Z [---] followers, [---] engagements


"Was short $OKTA and covered yesterday to get long $PANW"  
[X Link](https://x.com/ridireresearch/status/1945118878842900872)  2025-07-15T13:50Z [---] followers, [----] engagements


"New High Conviction Long $CPRT"  
[X Link](https://x.com/anyuser/status/1945572361886957589)  2025-07-16T19:52Z [----] followers, [----] engagements


"@HCBGreatWall Lmk what you think my biggest worry is this becomes a short against FSD and eVTOL narratives"  
[X Link](https://x.com/ridireresearch/status/1945577185563029663)  2025-07-16T20:12Z [---] followers, [--] engagements


"Interesting pair $CPRT / $CVNA (not in this just long $CPRT) New High Conviction Long $CPRT https://t.co/QujGskcvUq New High Conviction Long $CPRT https://t.co/QujGskcvUq"  
[X Link](https://x.com/ridireresearch/status/1945607425211408626)  2025-07-16T22:12Z [---] followers, [---] engagements


"@TaikiMaeda2 @perplexity_ai allegedly invented the Bloomberg terminal of prediction markets"  
[X Link](https://x.com/ridireresearch/status/1945869429440442524)  2025-07-17T15:33Z [---] followers, [---] engagements


"Interesting pair long $U / short $APP +140% off the Feb lows👀"  
[X Link](https://x.com/ridireresearch/status/1945902424725590119)  2025-07-17T17:44Z [---] followers, [----] engagements


"@ContrarianCurse If you like $SU check out these as well: https://x.com/ridireresearch/status/1938660402398970267 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T https://x.com/ridireresearch/status/1938660402398970267 Megawatt Mutiny⚡🏴☠ New Long Only Basket is Out on Substack https://t.co/7IMoFXxn5T"  
[X Link](https://x.com/ridireresearch/status/1945937440960548997)  2025-07-17T20:03Z [---] followers, [---] engagements


"@onodacapital1 $RBLX"  
[X Link](https://x.com/ridireresearch/status/1945947545240207476)  2025-07-17T20:43Z [---] followers, [---] engagements


"Interesting breakout of [--] year downtrend for long $COIN / short $MSTR"  
[X Link](https://x.com/anyuser/status/1946217372634751134)  2025-07-18T14:35Z [----] followers, [----] engagements


"@0xPajke @CloutedMind oh no the cardano police are at the door"  
[X Link](https://x.com/anyuser/status/1946236555032428666)  2025-07-18T15:52Z [----] followers, [---] engagements


"@SmellyGoatBeard @epirus First chatgpt physcohosis. Now people think drones are human beings. Cant even make this up"  
[X Link](https://x.com/ridireresearch/status/1946559738268815557)  2025-07-19T13:16Z [---] followers, [--] engagements


"My Open Book: https://docs.google.com/spreadsheets/d/1IFwkvvpmZpHlzogBosDgVZq2yvz3IxYVQF-DQm6rj9c/editgid=0#gid=0 https://docs.google.com/spreadsheets/d/1IFwkvvpmZpHlzogBosDgVZq2yvz3IxYVQF-DQm6rj9c/editgid=0#gid=0"  
[X Link](https://x.com/anyuser/status/1946582707355459922)  2025-07-19T14:47Z [----] followers, [---] engagements


"@Mihailo_Michael Also short $net and $zs against cyber longs"  
[X Link](https://x.com/ridireresearch/status/1946593885691449625)  2025-07-19T15:32Z [---] followers, [--] engagements


"@convexititties There are some great deals in healthcare rn"  
[X Link](https://x.com/ridireresearch/status/1946682364714709030)  2025-07-19T21:23Z [---] followers, [--] engagements


"@larpcapitalwc Lmao Youll enjoy this sentiment @blondesnmoney Ive always held that an opinions worthless without skin in the game why be a bystander when you can bet on the action And the implication is that their idea is brilliant but not brilliant enough to fatten their wallet (yet) What will it take for them to trade in their @blondesnmoney Ive always held that an opinions worthless without skin in the game why be a bystander when you can bet on the action And the implication is that their idea is brilliant but not brilliant enough to fatten their wallet (yet) What will it take for them to"  
[X Link](https://x.com/ridireresearch/status/1946734672173572588)  2025-07-20T00:51Z [---] followers, [---] engagements


"@auteurtheory__ @AzorInfo @EsotericCD Probably never since Italy has only existed for [---] years"  
[X Link](https://x.com/ridireresearch/status/1947255747940606327)  2025-07-21T11:22Z [---] followers, [----] engagements


"Locked in gains on $CLSK today. Mentioned originally in our article The 3B's of Sovereignty (linked in comments)"  
[X Link](https://x.com/ridireresearch/status/1947328772283183344)  2025-07-21T16:12Z [---] followers, [---] engagements


"@LogicalThesis Sounds like $CPRT https://x.com/ridireresearch/status/1945572361886957589s=46 New High Conviction Long $CPRT https://t.co/QujGskcvUq https://x.com/ridireresearch/status/1945572361886957589s=46 New High Conviction Long $CPRT https://t.co/QujGskcvUq"  
[X Link](https://x.com/ridireresearch/status/1947585648241889622)  2025-07-22T09:12Z [---] followers, [---] engagements


"@glbeaty @siyul Agreed his edge is likely statistically undeniable"  
[X Link](https://x.com/ridireresearch/status/1947845903026688408)  2025-07-23T02:27Z [---] followers, [---] engagements


"@dalibali2 Gitlab but in bankruptcy😁"  
[X Link](https://x.com/ridireresearch/status/1947990070109364668)  2025-07-23T11:59Z [---] followers, [---] engagements


"@no_cap_cap Theres more about $4180 and other agent winners/losers in this post (its free) https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9 https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9"  
[X Link](https://x.com/ridireresearch/status/1949527024910930432)  2025-07-27T17:47Z [---] followers, [--] engagements


"@no_cap_cap Not yet but Ill check that one out looks interesting"  
[X Link](https://x.com/ridireresearch/status/1949539702802919757)  2025-07-27T18:37Z [---] followers, [--] engagements


"Shorted $DUOL [--] days before the absolute top https://t.co/ckBIw03ug9 https://t.co/1wskNEOEfZ https://t.co/ckBIw03ug9 https://t.co/1wskNEOEfZ"  
[X Link](https://x.com/ridireresearch/status/1949875176797069415)  2025-07-28T16:50Z [---] followers, [---] engagements


"Sold $WGS this morning for a nice 44% gain. Originally mentioned here: The Access Trade https://t.co/38egn2u3rZ The Access Trade https://t.co/38egn2u3rZ"  
[X Link](https://x.com/ridireresearch/status/1950190130246963615)  2025-07-29T13:42Z [---] followers, [---] engagements


"Checking in one week later it indeed burned out around there $RKT $OPEN $SOFI $DNUT Meme index usually burns out around here👀 https://t.co/Nbk0CpvBDc Meme index usually burns out around here👀 https://t.co/Nbk0CpvBDc"  
[X Link](https://x.com/ridireresearch/status/1950238901202980945)  2025-07-29T16:56Z [---] followers, [---] engagements


"$STX short thesis vindicated🎯 Bet you haven't heard of this tariff yet 🤔 https://t.co/pi4O6EirSz Bet you haven't heard of this tariff yet 🤔 https://t.co/pi4O6EirSz"  
[X Link](https://x.com/ridireresearch/status/1950378263962079319)  2025-07-30T02:09Z [---] followers, [---] engagements


"$LC calls pitched in this piece are up over 200% now Moonshot idea: the AI-powered bank hiding at book value details inside. https://t.co/Nx1XlJUep4 Moonshot idea: the AI-powered bank hiding at book value details inside. https://t.co/Nx1XlJUep4"  
[X Link](https://x.com/ridireresearch/status/1950555480054546642)  2025-07-30T13:54Z [---] followers, [---] engagements


"@oxbquant Clearly hes never read financial literacy financial education and economic outcomes (2011). His capabilities likely have already peaked"  
[X Link](https://x.com/ridireresearch/status/1950905965135438138)  2025-07-31T13:06Z [---] followers, [--] engagements


"@0xGinobili @zoomyzoomm No but I own it at 1% portfolio weight. Dont have super high conviction but been years long bear in China and $BIDU probably one of the best deals in $KWEB"  
[X Link](https://x.com/ridireresearch/status/1951272126389838037)  2025-08-01T13:21Z [---] followers, [---] engagements


"People saying it's over are going to be surprised when $SPX bounces around [----]. No way the market is crashing with Bessent talking like he's about to perform a grand spectacle of such scale it would be like combining [--] tech bubbles in one. This is coming from someone with plenty of short exposure btw"  
[X Link](https://x.com/anyuser/status/1951280523503894656)  2025-08-01T13:55Z [----] followers, [----] engagements


"$RKT +30% since our write up here. Solid report this morning. B-b-but what about rates Don't worry we cover that too https://t.co/xWrwx5K5D0 B-b-but what about rates Don't worry we cover that too https://t.co/xWrwx5K5D0"  
[X Link](https://x.com/ridireresearch/status/1951284077648134218)  2025-08-01T14:09Z [---] followers, [---] engagements


"@blondesnmoney Even worse they dumped cuz "squiggly line" https://x.com/ridireresearch/status/1952401017821159446 Classic all the [--] day moving average traders got shook out last week saying it's over Friday. Now we must be so back since it's over the "magic line" again right $SPX https://t.co/ie2wos8LYD https://x.com/ridireresearch/status/1952401017821159446 Classic all the [--] day moving average traders got shook out last week saying it's over Friday. Now we must be so back since it's over the "magic line" again right $SPX https://t.co/ie2wos8LYD"  
[X Link](https://x.com/ridireresearch/status/1952503824851292235)  2025-08-04T22:56Z [---] followers, [---] engagements


"@account_blown It is dumb though because the CAGR is than your interest rate. Free money unless you mess up the timing"  
[X Link](https://x.com/ridireresearch/status/1952506870146412573)  2025-08-04T23:08Z [---] followers, [---] engagements


"@CitronResearch Called $RKT months ago (for free) makes ya think https://x.com/ridireresearch/status/1923066492888698982s=46 B-b-but what about rates Don't worry we cover that too https://t.co/xWrwx5K5D0 https://x.com/ridireresearch/status/1923066492888698982s=46 B-b-but what about rates Don't worry we cover that too https://t.co/xWrwx5K5D0"  
[X Link](https://x.com/ridireresearch/status/1952742950880047501)  2025-08-05T14:46Z [---] followers, [----] engagements


"Watching AIs realworld winners emerge is fascinating. Not the headline grabbing R&D labs but fintechs quietly transforming workflows. $LC is automating underwriting logic. $RKT is weaponizing AI for mortgage ops. AI is turning borderline uninvestable companies into operating leverage machines"  
[X Link](https://x.com/ridireresearch/status/1952778984707530995)  2025-08-05T17:09Z [---] followers, [---] engagements


"@calvinfroedge $OLN possibly free down here"  
[X Link](https://x.com/ridireresearch/status/1953151356534976637)  2025-08-06T17:49Z [---] followers, [----] engagements


"@partners_road $ELF not included but youll probably find this interesting https://x.com/ridireresearch/status/1953146423777632724s=46 The thesis is simple: Digital-first science-anchored challengers with diversified geography will compound faster and more predictably than a legacy prestige player that is over-indexed to a structurally impaired travel-retail channel. https://t.co/zLAkOaCvRR https://x.com/ridireresearch/status/1953146423777632724s=46 The thesis is simple: Digital-first science-anchored challengers with diversified geography will compound faster and more predictably than a"  
[X Link](https://x.com/ridireresearch/status/1953225126423728444)  2025-08-06T22:42Z [---] followers, [---] engagements


"Nice results from agentic AI winner $AMPL https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9 https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9"  
[X Link](https://x.com/ridireresearch/status/1953448999098237296)  2025-08-07T13:31Z [---] followers, [---] engagements


"With GPT-5 OpenAI now dominates the intelligence per dollar frontier for the first time I'm aware that these models are not really comparable but is the implication here that the marginal cost of creation is going to [--] https://t.co/XTfKaMecHp I'm aware that these models are not really comparable but is the implication here that the marginal cost of creation is going to [--] https://t.co/XTfKaMecHp"  
[X Link](https://x.com/ridireresearch/status/1953666464788992235)  2025-08-08T03:55Z [---] followers, [---] engagements


"@EventDrivenEddy about +5% this month but -52% from the April highs"  
[X Link](https://x.com/ridireresearch/status/1953922948391108608)  2025-08-08T20:55Z [---] followers, [--] engagements


"@TwannsWorld What if $NET moves toward $SNOW multiples"  
[X Link](https://x.com/ridireresearch/status/1954536716309586119)  2025-08-10T13:34Z [---] followers, [---] engagements


"$AMPL $OS $4180 JP $NICE $PATH $FIVN $GTM $CVLT"  
[X Link](https://x.com/ridireresearch/status/1954722573192761609)  2025-08-11T01:52Z [---] followers, [---] engagements


"TLDR: Long/short play on the software upheaval as agentic #AI becomes the new operating layer Long Agentic AI Winners: $AMPL $OS $4180 JP $NICE Short Agentic AI Losers: $PATH $FIVN $GTM $CVLT https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9 https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9"  
[X Link](https://x.com/anyuser/status/1954723090832797890)  2025-08-11T01:54Z [----] followers, [----] engagements


"Stocks soaring is still not the crowd's call. And the market loves to school the masses $SPX"  
[X Link](https://x.com/ridireresearch/status/1954886047969542245)  2025-08-11T12:42Z [---] followers, [---] engagements


"@__paleologo lol meanwhile the brokers for the privates wont even call you back unless youre ready to invest over 10x that in one deal"  
[X Link](https://x.com/ridireresearch/status/1955231324010430792)  2025-08-12T11:34Z [---] followers, [---] engagements


"@BuySideCPA Actually $CVNA is a great business. So great infact that almost no buyers have ever lost money on the stock"  
[X Link](https://x.com/anyuser/status/1955478256842575911)  2025-08-13T03:55Z [----] followers, [----] engagements


"@Citrini7 Hyperliquid"  
[X Link](https://x.com/ridireresearch/status/1955608789216010336)  2025-08-13T12:34Z [---] followers, [--] engagements


"Long $BTC short $ADA is probably free here"  
[X Link](https://x.com/ridireresearch/status/1955610019384479921)  2025-08-13T12:38Z [---] followers, [---] engagements


"Here are the [---] SD moves in my custom index universe today. Some interesting movers: $CART -11% $TGEN +25% $LYFT +1% $CAVA -17% $BIDU +3%"  
[X Link](https://x.com/ridireresearch/status/1955624770029895934)  2025-08-13T13:37Z [---] followers, [---] engagements


"@blondesnmoney $GRAL good stonk"  
[X Link](https://x.com/ridireresearch/status/1955698261983158509)  2025-08-13T18:29Z [---] followers, [---] engagements


"@ConsensusGurus Because one is a bitcoin miner and one isnt. Look at terawulf news today"  
[X Link](https://x.com/ridireresearch/status/1956043352446480871)  2025-08-14T17:20Z [---] followers, [---] engagements


"@PantexCap $FSLR would stay away from the residential exposed ones unless you have a view on rates"  
[X Link](https://x.com/ridireresearch/status/1956372609882357856)  2025-08-15T15:09Z [---] followers, [---] engagements


"$FSLR is now back up near $200 +57% since we allocated to it in our gas basket as a strategic barbell. https://t.co/5BhE1LMiSH https://t.co/9kBWjdqFyz https://t.co/5BhE1LMiSH https://t.co/9kBWjdqFyz"  
[X Link](https://x.com/ridireresearch/status/1956406789345308677)  2025-08-15T17:25Z [---] followers, [---] engagements


"Might be time for the #AI Pricing Power Basket again. $CEG $NRG $VST $REL LN $WKL NA $FSLR $BESI NA $AAPL Investors view inflation as stagflationary expecting stagnant cash flows & higher discount rates lowering stock prices. Equity risk premium & nominal yields rise but real yields stay flat. Low market power firms face bigger cash flow drops. #Inflation #Stagflation https://t.co/4yCJNiW54J Investors view inflation as stagflationary expecting stagnant cash flows & higher discount rates lowering stock prices. Equity risk premium & nominal yields rise but real yields stay flat. Low market"  
[X Link](https://x.com/ridireresearch/status/1956436141495697635)  2025-08-15T19:21Z [---] followers, [---] engagements


"@zoomyzoomm $BIDU is the best r/r its not even close"  
[X Link](https://x.com/ridireresearch/status/1956929300126695677)  2025-08-17T04:01Z [---] followers, [--] engagements


"Largest movers in my custom index universe today. Of these I am currently positioned in: $RCL / $CCL pair .DECMOON Index (Decentralized Energy Moonshots): $SCATC NO $TGEN $SLX AT"  
[X Link](https://x.com/ridireresearch/status/1957476628772081977)  2025-08-18T16:16Z [---] followers, [---] engagements


"I am SHORT: $PLTR $HOOD $NET $ZS $IGV $RBLX $SOUN $QUBT $BBAI $QBTS $TSLA $SNOW $SHAK"  
[X Link](https://x.com/ridireresearch/status/1958141427692556532)  2025-08-20T12:17Z [---] followers, [---] engagements


"Shorted $EL when it was already down -75%. Good reminder that things can always get worse 😄 The thesis is simple: Digital-first science-anchored challengers with diversified geography will compound faster and more predictably than a legacy prestige player that is over-indexed to a structurally impaired travel-retail channel. https://t.co/zLAkOaCvRR The thesis is simple: Digital-first science-anchored challengers with diversified geography will compound faster and more predictably than a legacy prestige player that is over-indexed to a structurally impaired travel-retail channel."  
[X Link](https://x.com/ridireresearch/status/1958155442510819522)  2025-08-20T13:13Z [---] followers, [----] engagements


"@TheStalwart Because no one is being forced to participate. If you are a victim of grift then youre just as stupid as the grifter honestly. It literally requires no action to protect yourself"  
[X Link](https://x.com/anyuser/status/1958203643305546036)  2025-08-20T16:25Z [----] followers, 37.5K engagements


"@NMTD8 Yikes and wow But very bullish for $HYPE. Own the casino"  
[X Link](https://x.com/ridireresearch/status/1958261011271631059)  2025-08-20T20:13Z [---] followers, [---] engagements


"@PantexCap You need to read between the lines. Meta has frozen hiring for the AI department. Meta has made many megadeals for talent recently. Is there any news of job cuts or hiring freezes in the AGI department Didnt think so. Makes ya think"  
[X Link](https://x.com/ridireresearch/status/1958361333100945790)  2025-08-21T02:51Z [---] followers, [--] engagements


"@_Thatsanad @fejau_inc Yeah almost the opposite actually where podcasts specifically are a loophole / grey area"  
[X Link](https://x.com/ridireresearch/status/1958727795649167658)  2025-08-22T03:07Z [---] followers, [--] engagements


"@HCBGreatWall On your list here I think $TLN and $FCX probably best r/r. Been meaning to buy some $TLN might just have to pile in"  
[X Link](https://x.com/ridireresearch/status/1958899574132687184)  2025-08-22T14:30Z [---] followers, [--] engagements


"@EconstratPB @j_fishback @judahrhodie Wow didnt even realize until now his ticker is very unnecessarily SPXM. Seems like almost a trick into making people think its a capital efficient etf like GLDM or QQQM. Incredible levels of grift"  
[X Link](https://x.com/ridireresearch/status/1959096906766008595)  2025-08-23T03:34Z [---] followers, [---] engagements


"@grok @HAI3808 @Citrini7 Hopefully it doesnt remember its roots again"  
[X Link](https://x.com/ridireresearch/status/1959241749743673819)  2025-08-23T13:10Z [---] followers, [--] engagements


"@boldleonidas @Truemarketsorg @brian_armstrong Lets be honest though coinbase devs dont deserve a bonus anyways"  
[X Link](https://x.com/ridireresearch/status/1959577565074731141)  2025-08-24T11:24Z [---] followers, [---] engagements


"@northkage_ @varunramg @ja3k_ Oh gotcha appreciate that I thought a lot of his AI picks were kinda strange like $MOD doesnt seem like great r/r here unless you have a really above consensus view I guess"  
[X Link](https://x.com/ridireresearch/status/1959795609205960893)  2025-08-25T01:50Z [---] followers, [--] engagements


"@litcapital @CrackerBarrel Launch a SPAC to buy it and rename it"  
[X Link](https://x.com/ridireresearch/status/1960551119735718059)  2025-08-27T03:53Z [---] followers, [---] engagements


"$MELI / $ETSY pair already +29% since we added it to the Ridindex"  
[X Link](https://x.com/ridireresearch/status/1960788385448050716)  2025-08-27T19:35Z [---] followers, [---] engagements

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