# ![@sachinvats Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::118655832.png) @sachinvats Sachin Sharma

Sachin Sharma posts on X about $sofi, stocks, if you, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::118655832/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118655832/c:line/m:interactions.svg)

- [--] Week [----------] +896%
- [--] Month [----------] +42,664%
- [--] Months [----------] +515%
- [--] Year [-----------] +3,137%

### Mentions: [--] [#](/creator/twitter::118655832/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118655832/c:line/m:posts_active.svg)

- [--] Week [--] -28%
- [--] Month [---] +103%
- [--] Months [-----] +153%
- [--] Year [-----] +101%

### Followers: [------] [#](/creator/twitter::118655832/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118655832/c:line/m:followers.svg)

- [--] Week [------] +0.27%
- [--] Month [------] +3.50%
- [--] Months [------] +19%
- [--] Year [------] +51%

### CreatorRank: [-------] [#](/creator/twitter::118655832/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::118655832/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  40% [finance](/list/finance)  34% [technology brands](/list/technology-brands)  16% [cryptocurrencies](/list/cryptocurrencies)  5% [automotive brands](/list/automotive-brands)  2% [social networks](/list/social-networks)  2% [countries](/list/countries)  2% [products](/list/products)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$sofi](/topic/$sofi) #413, [stocks](/topic/stocks) 13%, [if you](/topic/if-you) 9%, [ai](/topic/ai) 8%, [$pypl](/topic/$pypl) 6%, [$vg](/topic/$vg) 6%, [crypto](/topic/crypto) 5%, [$6753t](/topic/$6753t) 4%, [we are](/topic/we-are) 4%, [liquidity](/topic/liquidity) 4%

**Top accounts mentioned or mentioned by**
[@rsorenski](/creator/undefined) [@acce](/creator/undefined) [@brenmoboyle](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stockmeetups](/creator/undefined) [@nolanc_gmx](/creator/undefined) [@geminiapp](/creator/undefined) [@palantirog](/creator/undefined) [@bhushan55](/creator/undefined) [@varunrao1105564](/creator/undefined) [@dsmiley411](/creator/undefined) [@grok](/creator/undefined) [@propulsionpoint](/creator/undefined) [@knightcharo](/creator/undefined) [@brkmystery](/creator/undefined) [@kross_roads](/creator/undefined) [@realsamho](/creator/undefined) [@kayess19](/creator/undefined) [@prash1606](/creator/undefined) [@anthonynoto](/creator/undefined)

**Top assets mentioned**
[RAI Finance (SOFI)](/topic/$sofi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Venture Global, Inc (VG)](/topic/$vg) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [Figma, Inc. (FIG)](/topic/$fig) [Unity Software Inc. (U)](/topic/$u) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/$btc) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [GitLab Inc. (GTLB)](/topic/$gtlb) [4 (FOUR)](/topic/$four) [Tesla, Inc. (TSLA)](/topic/$tsla) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CME Group Inc (CME)](/topic/$cme) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun) [Oracle Corporation (ORCL)](/topic/$orcl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Investing and trading is only job probably where you wait for Monday to come so desperately at least I never waited for Monday so eagerly as I have done for last 4+ yrs"  
[X Link](https://x.com/sachinvats/status/2007973492650889318)  2026-01-05T00:32Z 27.8K followers, 29.5K engagements


"No Financial Advice: When picking a FALLING Dagger seems like an asymmetric bet $FIG $FIG was crazy to be [---] and its CRAZY to be here as well at 27$ also 22.5$ PUT SELL at 1.07$ of 20MARCH2026 expiry seems as good deal as anyone these days.No position YET but added to ideas for this Q https://twitter.com/i/web/status/2013841174445076667 https://twitter.com/i/web/status/2013841174445076667"  
[X Link](https://x.com/sachinvats/status/2013841174445076667)  2026-01-21T05:08Z 27.8K followers, [----] engagements


"I exited $FOUR last week 67.3$ my breakeven was 74.3$ so took the loss it was tactical for me. As i converted my $SOFI position into stocks i needed CASH and i don't use leverage. Needed a sacrificial LAMB and $FOUR it was. TBF the chances of $SOFI going 20% from here is far higher than $FOUR and even if it doesn't do i have better chance with Covered call on it than $FOUR https://twitter.com/i/web/status/2013843136913777126 https://twitter.com/i/web/status/2013843136913777126"  
[X Link](https://x.com/sachinvats/status/2013843136913777126)  2026-01-21T05:16Z 27.8K followers, [----] engagements


"I know I havent published an article in almost [---] weeks now but it doesnt mean I am not working few articles I dump even after completing as I feel the value add is little few I like and try to make them more compelling The ones in work are over $TSLA $PYPL $VG $RKLB $PLTR AND IMPEDING DOOM OF SAAS COMPANIES LETS SEE WHAT GET DUMPED AND WHATS GET PUBLISHED https://twitter.com/i/web/status/2014576394123280535 https://twitter.com/i/web/status/2014576394123280535"  
[X Link](https://x.com/sachinvats/status/2014576394123280535)  2026-01-23T05:50Z 27.8K followers, [----] engagements


"$SOFI Crucial week on one hand stock is a technical mess after massive run last year On other hand expected triple beat in series of another stellar earnings and [--] key catalyst for remaining year S&P inclusion and potential rate cuts for H2 2026"  
[X Link](https://x.com/sachinvats/status/2016721800944898470)  2026-01-29T03:55Z 27.8K followers, 10.3K engagements


"In current market it will be difficult for $SOFI to hold any gains post earnings IMO. I do expect bounce at earnings as its highly likely to beat earnings with triple beat but likely to hit by broader ongoing sell off Yesterday was brutal for SaaS and fintech but more brutal was no meaningful bounce observed despite sharp selling. https://twitter.com/i/web/status/2017039055113113778 https://twitter.com/i/web/status/2017039055113113778"  
[X Link](https://x.com/sachinvats/status/2017039055113113778)  2026-01-30T00:56Z 27.8K followers, 20.7K engagements


"$U The reaction to the Google news is another example where investors assuming the progress of disruptive replacement of [--] yr will happen in [--] day In near term it only increases consumption as AI can only do so much for now but with AI and actual product you can do more and faster and $U model is based on revenue sharing not fee based https://twitter.com/i/web/status/2017268055878045995 https://twitter.com/i/web/status/2017268055878045995"  
[X Link](https://x.com/sachinvats/status/2017268055878045995)  2026-01-30T16:05Z 27.8K followers, [----] engagements


"$SOFI [---] DMA is about to come in play It was dilution in December when sudden selling pushed $SOFI below several key MAs and it never recovered from that (technical perspective only)"  
[X Link](https://x.com/sachinvats/status/2017272286672474315)  2026-01-30T16:22Z 27.8K followers, [----] engagements


"If @anthonynoto knew that $SOFI will dump like this he could have announced dilution at same time of earnings 🤣🤣🤣 On the other hand the way it dumped he cant take risk for any further dilution for some time now"  
[X Link](https://x.com/sachinvats/status/2017431836755169481)  2026-01-31T02:56Z 27.8K followers, 12.2K engagements


"$SOFI will end [----] 40$+ IMO at the least it will break 40$ at least before YE"  
[X Link](https://x.com/sachinvats/status/2017555816229064881)  2026-01-31T11:09Z 27.8K followers, 23.4K engagements


"If @OpenAI continues to give lead and receding from its advantage due to its misadventure @GeminiApp resurrection and @AnthropicAI laser sharp focus on enterprise there is only one future remains for it eventually M&A with $MSFT. Despite all claims $MSFT internal LLM research is trash and it will need to own something"  
[X Link](https://x.com/sachinvats/status/2017618999408996535)  2026-01-31T15:20Z 27.8K followers, [----] engagements


"CME Group is raising margin requirements on Comex gold and silver futures after sharp price drops to help safeguard market stability amid high volatility; gold margins will rise to 8% (8.8% for heightened risk) and silver margins to 15% (16.5% for heightened risk) with platinum and palladium margins also increased. https://twitter.com/i/web/status/2017789301669695790 https://twitter.com/i/web/status/2017789301669695790"  
[X Link](https://x.com/sachinvats/status/2017789301669695790)  2026-02-01T02:37Z 27.8K followers, [----] engagements


"I may risk a limb here $PYPL finally shows revenue acceleration in next earnings and we achieve $PYPL bottom. If we dont get that and @acce keeps defensive play than my advice to him is just stop playing despite buying heavily stocks back if you have failed to create shareholder value for 2+ yrs its time to go. You are already a CEO for a duration where half of S&P CEOs career is over. https://twitter.com/i/web/status/2018303824788893797 https://twitter.com/i/web/status/2018303824788893797"  
[X Link](https://x.com/sachinvats/status/2018303824788893797)  2026-02-02T12:41Z 27.8K followers, 40.1K engagements


"I made this very clear in my circle during 2020-2021 that $PLTR is one of its kind. Its unique selling point has always been delivering in complex scenarios with very high stakes on board. I heard all kind of comment people with smudge on their face will tell me that why dont you explain me like a [--] yr old and I always said if you are [--] yr old try to understand it as [--] yr old or dont understand it at all. Its astronomical high valuation draws all kind of barbs and I agree with it but in AI SaaS landscape you need to see this in action and value it creates its not marginal or incremental its"  
[X Link](https://x.com/sachinvats/status/2018507760363860075)  2026-02-03T02:12Z 27.8K followers, 15.1K engagements


"$SOFI officially closed below [---] DMA failed throughout day to breach it We go again with this leg of $SOFI which we at least see 4-8 months every year where technicals are mess and fundamentals keep getting better As this stock trades despite improving performance every year I would expect this winter to continue for a while and relatively lower valuations (while still above cut off) will likely play a role in delaying S&P inclusion. I will give 4-6 months winter in this cycle unless something magically happens At min next rate cut discussion and S&P inclusion is not on table till March and"  
[X Link](https://x.com/sachinvats/status/2018509295554593038)  2026-02-03T02:18Z 27.8K followers, 22.2K engagements


""When $PLTR gets in BED with you they get really DEEP with you to sort things out from business POVs" Once said by @sachinvats to @amitisinvesting on #Palantir Weekly Palantir net dollar retention (revenue growth from existing customers) increases to 139% from 120% last year prior quarter. $PLTR https://t.co/qjVSkgkcYZ Palantir net dollar retention (revenue growth from existing customers) increases to 139% from 120% last year prior quarter. $PLTR https://t.co/qjVSkgkcYZ"  
[X Link](https://x.com/sachinvats/status/2018536543426875708)  2026-02-03T04:06Z 27.8K followers, 18.9K engagements


"$VG AND $PYPL"  
[X Link](https://x.com/sachinvats/status/2018687361836532105)  2026-02-03T14:05Z 27.8K followers, [----] engagements


"$PYPL Back to April [----] levels - YES. It's That BAD. Another company that chose the WOKE agenda when it was peak mania and execution has gone bad to worse. @acce came with a lot of fanfare but issue was he played safer and safer. You can't be priced as GROWTH if you are not growing. TBH I dont think it will ever meaningfully recover from this kind of performance it will stay around but will hardly feature back to the growth leaders in Fintech for many yrs to come and most likely never. https://twitter.com/i/web/status/2018709309597843915 https://twitter.com/i/web/status/2018709309597843915"  
[X Link](https://x.com/sachinvats/status/2018709309597843915)  2026-02-03T15:32Z 27.8K followers, [----] engagements


"$U Lost all the gains made since its venture in teens and hiatur there for 12+ months and bak to 25$ level where it was reeling during the bottom of post-Covid Bear market. It may be over done and we can say harsh drop but thing is when you have poor execution and exposed to be disrupted by alternates sooner or later you will be hit. can't CRY WOLF now https://twitter.com/i/web/status/2018710960991859148 https://twitter.com/i/web/status/2018710960991859148"  
[X Link](https://x.com/sachinvats/status/2018710960991859148)  2026-02-03T15:39Z 27.8K followers, [----] engagements


"While Technicals are messy $SOUN with cash secured Puts at breakeven between 6.5-7$ is decent risk reward IMO 4-8 weeks out. (NO position and no financial advice)"  
[X Link](https://x.com/sachinvats/status/2018711810124198191)  2026-02-03T15:42Z 27.8K followers, [----] engagements


"$SOFI has shown terrific organic growth I am glad Anthony has clear thinking about this kind of M&A. Most important he spoke about it given he prefers to be quiet on social media for many topics @Tim_Sweeney_TAR @B82143748 @Kross_Roads .would never happen as long as I have a say @Tim_Sweeney_TAR @B82143748 @Kross_Roads .would never happen as long as I have a say"  
[X Link](https://x.com/sachinvats/status/2018738872868598260)  2026-02-03T17:30Z 27.8K followers, 12.6K engagements


"Very risky time to be in companies that are not FCF positive not growing revenues in double digits and dont have healthy CASH positions. Markets are in no mood to give any ground to good companies so being in highly speculative is detrimental at this time"  
[X Link](https://x.com/sachinvats/status/2018896629303296118)  2026-02-04T03:57Z 27.8K followers, [----] engagements


"Crypto Contagion continues and good thing about it is that whatever it does it does in no time and forces a huge liquidation events At this time ideal is not to haste and do stupid things instead just be patient and evaluate positions leverage is last thing to tempt right now It's almost likely that until and unless there is a an intervention we are going to find new bottoms for crypto almost every day. I hate to say this but as long as crypto contagion continues growth stocks will find tough to rally While H2 has better probability of liquidity boost H1 is looking rocky I hate to say this"  
[X Link](https://x.com/sachinvats/status/2019432891542040775)  2026-02-05T15:28Z 27.8K followers, [----] engagements


"This is not the 1st time I've been caught in this kind of SELLING and I know this will not be the last. its part and parcel of growth tech investing and Active investing"  
[X Link](https://x.com/sachinvats/status/2019434360999669776)  2026-02-05T15:34Z 27.8K followers, [----] engagements


"$BTC is practically halved in value since its OCT [----] TOP"  
[X Link](https://x.com/sachinvats/status/2019610640290308178)  2026-02-06T03:14Z 27.8K followers, [----] engagements


"@bhushan_55 At these levels - AMD and PLTR (not adding PLTR just holding my core position)"  
[X Link](https://x.com/sachinvats/status/2019629694640091270)  2026-02-06T04:30Z 27.8K followers, [----] engagements


"There are [--] key narratives - upcoming hawkish Fed - Crypto winter - SaaS doomsday - geopolitical + tariff related uncertainty [--] out of [--] is just narrative that have overblown However crypto contagion is the real issue and risk and given all kind of nefarious things and opaque things happen related to crypto is what has been major vacuum cleaner for liquidity and until and unless it stops selling and forced liquidation is enabled valuation of stocks is out of window for now Faster we reach the bottom of Crypto better for stocks https://twitter.com/i/web/status/2019637350813560903"  
[X Link](https://x.com/sachinvats/status/2019637350813560903)  2026-02-06T05:00Z 27.8K followers, [----] engagements


"@varunrao1105564 @bhushan_55 Thesis for $GRAB is same but as I said if it keep falling - I would move to 2-3 positions only At bottom what matters more to me is proven performance of a stock from lows faster and greater than peers"  
[X Link](https://x.com/sachinvats/status/2019646342029828497)  2026-02-06T05:36Z 27.8K followers, [---] engagements


"AI Isnt Destroying SaaS. Its Exposing the Weak and Punishing the Lazy by @sachinvats https://sachinvats.substack.com/p/ai-isnt-destroying-saas-its-exposing https://sachinvats.substack.com/p/ai-isnt-destroying-saas-its-exposing https://sachinvats.substack.com/p/ai-isnt-destroying-saas-its-exposing https://sachinvats.substack.com/p/ai-isnt-destroying-saas-its-exposing"  
[X Link](https://x.com/sachinvats/status/2019772126384042286)  2026-02-06T13:56Z 27.8K followers, [----] engagements


"200 WMA has always come to $ORCL rescue and i wasn't thinking that in the middle of AI trade we would see $ORCL at its [---] WMA but here we are"  
[X Link](https://x.com/sachinvats/status/2019775683719741844)  2026-02-06T14:10Z 27.8K followers, [----] engagements


"I will take this for the month of Jan 2026"  
[X Link](https://x.com/sachinvats/status/2019800659881611368)  2026-02-06T15:49Z 27.8K followers, [----] engagements


"@PalantirOg @dsmiley411"  
[X Link](https://x.com/sachinvats/status/2019814847660323180)  2026-02-06T16:46Z 27.8K followers, [---] engagements


"@RSorenski I cant give financial advice bro thats something you have to make your own mind with your own dd"  
[X Link](https://x.com/sachinvats/status/2020354195795443712)  2026-02-08T04:29Z 27.8K followers, [---] engagements


"@RSorenski Amazon In my view is always a good bet when they invest in them heavily"  
[X Link](https://x.com/sachinvats/status/2020371295444300088)  2026-02-08T05:37Z 27.8K followers, [---] engagements


"Exited $NEXT took LOSS rotated capital to $SOFI"  
[X Link](https://x.com/sachinvats/status/2018713444661211175)  2026-02-03T15:49Z 27.8K followers, 21.1K engagements


"What I am doing - already 100% invested - 0% leverage - sitting it out - if dip gets deeper I rotate portfolio to 2-3 stocks max I have high conviction of stronger bounce - My only income comes from investing I keep 12-18 months expenses in hand including daughter college fees and emergency funds so no panicking - should things comes to wire start selling OTM covered calls of [----] delta and less on a portion of portfolio to fund expenses"  
[X Link](https://x.com/sachinvats/status/2019626231252341246)  2026-02-06T04:16Z 27.9K followers, 29.1K engagements


"Bottoms In my experience are marked when stock stop going down on bad news or only suffer marginal declines vs expected and phenomena is seen across a range of growth stocks For now stocks are dropping 7% in a session on no news so tough to believe in any bounce for now"  
[X Link](https://x.com/sachinvats/status/2022280374483820636)  2026-02-13T12:03Z 27.9K followers, [----] engagements


"I approve this Post After [--] alcohol destroys recovery tanks testosterone disrupts REM sleep spikes cortisol increases inflammation blocks fat loss breaks motivation steals consistency and gives you anxiety. I don't know one person other than an alcoholic who says "I really miss feeling https://t.co/eu237b251j After [--] alcohol destroys recovery tanks testosterone disrupts REM sleep spikes cortisol increases inflammation blocks fat loss breaks motivation steals consistency and gives you anxiety. I don't know one person other than an alcoholic who says "I really miss feeling"  
[X Link](https://x.com/sachinvats/status/2022319271427342603)  2026-02-13T14:37Z 27.9K followers, [----] engagements


"I was in SG last week will be back in March my plan is to launch in SG focused on US equities only I explored UAE for my requirements SG works best I am also an outsider to fund mgmt industry. Spent 21+ yrs in SLB and BCG though had [--] months stint with a PE fund in SG also. Will ping you before next trip. https://twitter.com/i/web/status/2018531218992837093 https://twitter.com/i/web/status/2018531218992837093"  
[X Link](https://x.com/sachinvats/status/2018531218992837093)  2026-02-03T03:45Z 27.9K followers, [---] engagements


"@sean_tradingeek I kept limiting work since late [----] by mid last year I stopped all contracts and currently serving cooling period before I launch my own fund later this year Have couple of consulting contacts active but have not taken any work on them"  
[X Link](https://x.com/sachinvats/status/2019627564076265883)  2026-02-06T04:21Z 27.9K followers, [----] engagements


"If your SaaS Stock that you are waiting to grow based on AI pivot is still below its IPO price after 3+ yrs reeling not far from its all-time lows and still sideways since the start of the AI trade and likely to the lower end of this channel - its time to consider that it is likely a loser and casualty created by AI disruption instead of an opportunity"  
[X Link](https://x.com/sachinvats/status/2021668850828558696)  2026-02-11T19:33Z 27.9K followers, 10.4K engagements


"I mean that was the reason of active investing to get out of corporate rat race - I left MBB just before being partner and SLB at Data - Marketing and Startegy Global Lead ESG portfolio manager and director role at a PE fund And left few good roles on table all in early 40s to be a full time investor and claiming all the time for me I dont report to anyone no one reports to me considering I was a larger capital project mgmt guys in 2010-2018 working and managing very large teams. I was working with c-suite policy makers politicians and senior executives on daily basis and now I get to take"  
[X Link](https://x.com/sachinvats/status/2019628887186264408)  2026-02-06T04:27Z 27.9K followers, [----] engagements


"Video made by @grok for this other worldly sunset There have been thousands of generations of humans and you are alive to witness the first photo of a Sunset on another World. This is a real photo of the sunset on Mars. https://t.co/9x7hDfuqzF There have been thousands of generations of humans and you are alive to witness the first photo of a Sunset on another World. This is a real photo of the sunset on Mars. https://t.co/9x7hDfuqzF"  
[X Link](https://x.com/sachinvats/status/2020018010766127432)  2026-02-07T06:13Z 27.9K followers, [----] engagements


"There are 45+ yrs people in my network who sold all positions on Thursday after not able to bear pain of drawdown and then called me yesterday to ask when this dead cat bounce will fade I am speechless"  
[X Link](https://x.com/sachinvats/status/2020022388063367237)  2026-02-07T06:30Z 27.9K followers, 89.6K engagements


"Bayesian statistics is one of the most important underlying concepts of all kind of decision making under uncertainty If you know it you love it there are few other mathematical fundamentals that help you understanding your own psychology with exception of MCMC Without realizing you might be thinking in Bayesian Stats when making decisions. Without realizing you might be thinking in Bayesian Stats when making decisions"  
[X Link](https://x.com/sachinvats/status/2020023399154872660)  2026-02-07T06:34Z 27.9K followers, [----] engagements


"Deleting this tweet as I mistook GLP-1 injectables with Pills"  
[X Link](https://x.com/sachinvats/status/2020333100610556250)  2026-02-08T03:05Z 27.9K followers, [----] engagements


"I woke up in morning around [--] am my usual time as I sleep 4-5 am in morning due to my work. This article was in my feed shared by several accounts I follow and my 1st response was what the fuss I kept skipping it and it keep coming as more quotes and retweets. I finally read it word by word and read few sections more than one time And I understand what the fuss about its worth a read https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/sachinvats/status/2021438126582059106)  2026-02-11T04:16Z 27.9K followers, 53.3K engagements


"We have seen industry and sectors AI has touched the stocks and valuations have moved both way very fast and very significantly - its a theme that is likely going to persist as reports and more and more industries come with its impact or its perceived impact on the industry. Moves will be massive extremely massive and winners of this decade will be the ones who can get 2-4 of these moves right before anyone does"  
[X Link](https://x.com/sachinvats/status/2021475217974169649)  2026-02-11T06:43Z 27.9K followers, [----] engagements


"Theme of the [----] so far for me - protect what you made in previous years and deploy capital defensively The mental pivot from Risk ON to Risk Off mode has always been my Achilles heels"  
[X Link](https://x.com/sachinvats/status/2021807384935772301)  2026-02-12T04:43Z 27.9K followers, [----] engagements


"The bar for quality and performance has gone down one needs to be well versed and experienced in that era to see the decline we have in OTT era. Funny thing new content creation in OTT started by pushing boundaries but race to volume and woke approval turned it into a trash machine in less than [--] decades"  
[X Link](https://x.com/sachinvats/status/2020850881944863002)  2026-02-09T13:22Z 27.9K followers, [----] engagements


"Decided to go for @GeminiApp paid version. I think value prop is good"  
[X Link](https://x.com/sachinvats/status/2021133523986547055)  2026-02-10T08:05Z 27.9K followers, [----] engagements


"If $SOFI keeps hanging here or below I might exit $GTLB and $VG also on loss to rotate capital to $SOFI let's see how this week goes. Don't be surprised during market dumps I try to get as concentrated on the positions that have very good underlying performance with stock being punished which in my radar of stocks is $SOFI Exited $NEXT took LOSS rotated capital to $SOFI Exited $NEXT took LOSS rotated capital to $SOFI"  
[X Link](https://x.com/sachinvats/status/2018714604042596360)  2026-02-03T15:54Z 27.9K followers, 13.6K engagements


"Among all the LLM based Equity research I have checked i.e. running the same prompt in different LLMs (pro versions only) and then checking the info back to it sources and validating the info @TrendSpider #Sidekick beats @perplexity_ai pro @GeminiApp @OpenAI's @ChatGPTapp and @fiscal_ai by a fair margin in my assessment while all do decent job @sidekick does it better than rest While @fiscal_ai can create a lot of fundamental charts and extract info from transcripts better than most it lack on other attributes. But @fiscal_ai along with @TrendSpider does the job for me. I have already tested"  
[X Link](https://x.com/sachinvats/status/2022581652040618412)  2026-02-14T08:00Z 27.9K followers, [----] engagements


"iPhone17 Pro display got dead while using it just like that Apple is like smooth sail as long as it works but once some issues its always painful. I need to reduce my dependence on Apple devices its pain to make move to alternate device in these times unless you have another iphone lying around"  
[X Link](https://x.com/sachinvats/status/2022608008916685018)  2026-02-14T09:45Z 27.9K followers, [----] engagements


"They have to make more for one simple reason as total sales have been stagnant margins have reduced and company is priced for a while for like 30%+ growth. Elon on Cybercab: Tesla will "make more Cybercabs than all of our other vehicles combined. This is HUGE. https://t.co/NxQ7bsLkpw Elon on Cybercab: Tesla will "make more Cybercabs than all of our other vehicles combined. This is HUGE. https://t.co/NxQ7bsLkpw"  
[X Link](https://x.com/sachinvats/status/2017117995366338849)  2026-01-30T06:09Z 27.5K followers, [----] engagements


"Though Im BULLish on markets however rapid volatile moves and falling knives even with sliver of bad news reminds me some of the major market tops from investing journey going as back as 1996-97 One litmus test for me focus on few stocks that have major up moves in otherwise sketchy markets and see if they hold their gains for next 4-8 weeks. When market falls from major tops there is no safety for most securities https://twitter.com/i/web/status/2017194063565664646 https://twitter.com/i/web/status/2017194063565664646"  
[X Link](https://x.com/sachinvats/status/2017194063565664646)  2026-01-30T11:11Z 27.5K followers, [----] engagements


"So Triple Beat as expected Pop for now as expected lets see how high it goes and can it hold in coming weeks In current market it will be difficult for $SOFI to hold any gains post earnings IMO. I do expect bounce at earnings as its highly likely to beat earnings with triple beat but likely to hit by broader ongoing sell off Yesterday was brutal for SaaS and fintech but more brutal In current market it will be difficult for $SOFI to hold any gains post earnings IMO. I do expect bounce at earnings as its highly likely to beat earnings with triple beat but likely to hit by broader ongoing sell"  
[X Link](https://x.com/sachinvats/status/2017209174460129459)  2026-01-30T12:11Z 27.5K followers, [----] engagements


"Powell will cut rates before he goes from Game Theory perspective as its the dominant strategy - it helps in handling the DOJ mess and since his replacement is kinda hawkish but ok with 3% it squeezes his opportunity to cut rate massively"  
[X Link](https://x.com/sachinvats/status/2017272877037535408)  2026-01-30T16:25Z 27.5K followers, [----] engagements


"@Jeff90973704 My biggest reservation with 2nd dilution was at wit was breach of his statement after July dilution he categorically said we are well capitalised and we dont need further dilution in near term and then in [--] months boom"  
[X Link](https://x.com/sachinvats/status/2017432273717739606)  2026-01-31T02:58Z 27.5K followers, [---] engagements


"On a day like yesterday $AMD could have fallen this much and more without any news however on top of Red Wedding in markets there were rumours of MI450c delays which led to decline as well I would say it still did better than many companies who simply dropped the pant"  
[X Link](https://x.com/sachinvats/status/2017435902726049902)  2026-01-31T03:12Z 27.5K followers, [----] engagements


"@InvestingCrow Indeed but if you have been in $SOFI for long you know how it does"  
[X Link](https://x.com/sachinvats/status/2017564398869684544)  2026-01-31T11:43Z 27.5K followers, [----] engagements


"@Trader_JK9 Can happen but not a certainty"  
[X Link](https://x.com/sachinvats/status/2017590103007470044)  2026-01-31T13:25Z 27.5K followers, [----] engagements


"@Hiteshp99 $SOFI"  
[X Link](https://x.com/sachinvats/status/2017615411567857782)  2026-01-31T15:06Z 27.5K followers, [--] engagements


"Bernstein Liebhard LLP Announces that a Securities Class Action Lawsuit Has Been Filed Against SentinelOne Inc. $S"  
[X Link](https://x.com/sachinvats/status/1668660793397886977)  2023-06-13T16:45Z 27.8K followers, [----] engagements


"While still in trenches many speculative biotechs have recovered from their lows by magnitude of 2x-4x in world of biotech this kind of gain is nothing as these companies are down from their top by 95-99% the thing is that biotech small and microcap are the key bubble top indicators as these companies runs purely on narratives and news before approvals and when they run they run 50-200x in matter of weeks and when it happens with several companies based on [--] or [--] news for e.g as we saw in Marijuana Moves during Tilray et al thats the peak liquidity and peak bubble So I am watching many of"  
[X Link](https://x.com/sachinvats/status/1950754633842045160)  2025-07-31T03:05Z 27.6K followers, [----] engagements


"Will take assignment I never ROLL i SELL CSP only if i am ready to take assignment and TBH if you do model scenarios Taking assignment is better strategy than rolling if the stock was on your buying radar as by rolling your gains are capped and by assignment you are in position for it to bounce back and you dont like sell aggresive covered calls or just take loss free the capital for next investment"  
[X Link](https://x.com/sachinvats/status/1978116076748615917)  2025-10-14T15:09Z 27.8K followers, [---] engagements


"Got some early assignments on my CASH Secured PUTs for $VG and $NEXT and a portion of $PATH stocks over which i sold covered calls following earnings is called away as well. Rest of $NEXT CSP assignment and $PATH positions calling away for covered call should happen over weekend $VG assignments should happen by month end if no advance assignments"  
[X Link](https://x.com/sachinvats/status/1979101438388375902)  2025-10-17T08:25Z 27.6K followers, 10.8K engagements


"Depends how we see it the rise in total S&P market cap during dot com was around 12-13 trillion $ while the margin loans were near [---] billion $ and S&P peaked around 1576ish. Today total market cap for S&P is 56-58 Trillion $ 5x since then and average S&P earnings are 40-60% better than Dot Com Era also the pace of earnings rise has risen recently post Covid and with rate cuts on horizon while this figure looks high relative to past after putting in context suggest we have 30-40% upside hypothetically to put it at same earnings and market cap adjusted from here. Just an opinion"  
[X Link](https://x.com/sachinvats/status/1979790153830056012)  2025-10-19T06:02Z 27.8K followers, [----] engagements


"@RealMon2311 Today $FISR earnings have messed it up"  
[X Link](https://x.com/sachinvats/status/1983558545821098361)  2025-10-29T15:36Z 27.6K followers, [--] engagements


"$FIG was supposed to be $ADBE killer along with @canva No one said this killer to execute the same in kamikaze mode The Demise of SaaS business is not that straightforward as market is behaving Even its written in stone enterprises takes forever to make that change There are tons of companies that havent even made from mainframes to cloud server yet Industrial enterprises works with 10-30 yr lag We have products running major operations and task written in SmallTalk and F77 still waiting for conversion to C and C++ and openGL libraries that were written in last century"  
[X Link](https://x.com/sachinvats/status/2012442741196890206)  2026-01-17T08:31Z 27.6K followers, [----] engagements


"$GTLB - Where most of FinTwit has been wrong including me To be fair its best to either get it acquired or somehow it turns the table around I dont think GitHub acquisition by $MSFT helped it as much as everyone thought Also I am of opinion if a SaaS and Data/Ai service stock is still reeling close to its lows after the massive AI trade its a wrong stock to be in After few covered calls now my breakeven is 40.5$ish I will sell aggresively covered call on it to WHEEL it out better free the CASH now as more opportunities are emerging https://twitter.com/i/web/status/2013842561174249644"  
[X Link](https://x.com/sachinvats/status/2013842561174249644)  2026-01-21T05:14Z 27.6K followers, [----] engagements


"I was on this stock for more than a year listened every thing he said called their customers as well and monitored everything I could it confirmed the sign of bottoming and recovery but I failed to see sign of a company that is poised to be the in Tier [--] & [--] I exited I may do a swing position time to time in it but its not a long term bet for me anymore"  
[X Link](https://x.com/sachinvats/status/2013865641724518766)  2026-01-21T06:45Z 27.6K followers, [--] engagements


"$CRWV has $NVDA PUTs PERIOD"  
[X Link](https://x.com/sachinvats/status/2015799906653622662)  2026-01-26T14:52Z 27.6K followers, [----] engagements


"$SOFI SOFI Q4 [----] EARNINGS: - $1.03B Revenue beat vs $982M est - $0.13 EPS beat vs $0.12 est - Adj. EBITDA $318M +60% YoY - 13.7M Members +35% YoY - $10.5B Total Originations +46% YoY - $7.5B Personal Loan Originations +43% YoY First time ever crossing $1B quarterly https://t.co/PpEWic0lU6 $SOFI SOFI Q4 [----] EARNINGS: - $1.03B Revenue beat vs $982M est - $0.13 EPS beat vs $0.12 est - Adj. EBITDA $318M +60% YoY - 13.7M Members +35% YoY - $10.5B Total Originations +46% YoY - $7.5B Personal Loan Originations +43% YoY First time ever crossing $1B quarterly https://t.co/PpEWic0lU6"  
[X Link](https://x.com/sachinvats/status/2017216032465912088)  2026-01-30T12:39Z 27.6K followers, [----] engagements


"$SOFI FROM +8.1% in PM to -5.4% in first [--] min of trading Massive swing of 13.5% These are the days it matters most that how well you know the company you invest"  
[X Link](https://x.com/sachinvats/status/2017266001860280337)  2026-01-30T15:57Z 27.7K followers, [----] engagements


"TBH if you have read about all famous silver rallies what else you expected would happen. People worried all time about AI bubble overlooked the bubbling behaviour of Silver"  
[X Link](https://x.com/sachinvats/status/2017555349310738768)  2026-01-31T11:07Z 27.6K followers, [----] engagements


"On Wall Street Many things are said for reasons not discussed openly and people are expert in Smart Talk. its important to peel the layers instead of taking a Hive mind approach. With that frame when i listen someone saying on finance media for new fed Chair as hawkish my views are following For [--] yrs Fed has done bidding for wall street whenever they have faltered and made massive mistakes or ran in trouble instead of them digging out themselves Fed acted for them. Fed worked more for them and govt than for common people and we all know where it had led to us especially in last [--] yrs. Kevin"  
[X Link](https://x.com/sachinvats/status/2017827079052730753)  2026-02-01T05:07Z 27.6K followers, [----] engagements


"Every [--] YR in so we get a high Sigma event in market thats based on market predictive quant model should only happens once in 100-1000 yrs. almost every year we get an market event that by most quant models should happen only once in 10-20 years. These models make the risk mgmt basis of most institutional investors thats all I can say on the quality of risk mgmt on Wall Street"  
[X Link](https://x.com/sachinvats/status/2017847074658914328)  2026-02-01T06:26Z 27.6K followers, [----] engagements


"Why it works because whenever they ran in issues which is very common Fed came to their rescue they knew about Fed Put and they can go banana New Fed Chair is not so keen on that line so he is termed hawkish which is fair in some ways but not as its said on street. Every [--] YR in so we get a high Sigma event in market thats based on market predictive quant model should only happens once in 100-1000 yrs. almost every year we get an market event that by most quant models should happen only once in 10-20 years. These models make the risk Every [--] YR in so we get a high Sigma event in market"  
[X Link](https://x.com/sachinvats/status/2017847477245038799)  2026-02-01T06:28Z 27.6K followers, [----] engagements


"Im not a crypto investor and even I know that you never take 60-80% decline off table in most leading coins including $BTC and crypto bros always keep pumping as it only goes up and up While sensible investors with better risk mgmt will see this through another set of degenerative investors will lose it all in this selling https://twitter.com/i/web/status/2017848030553338247 https://twitter.com/i/web/status/2017848030553338247"  
[X Link](https://x.com/sachinvats/status/2017848030553338247)  2026-02-01T06:30Z 27.6K followers, [----] engagements


"We are not stopping bleeding in stocks until Crypto Contagin and precious metals selling stops This kind of excessive selling create such strong downward momentum in almost all asset prices on all kind of exchanges. People get margin called enhance liquidity requirements and then its kinda butterfly 🦋 effect IMO https://twitter.com/i/web/status/2017848864108405093 https://twitter.com/i/web/status/2017848864108405093"  
[X Link](https://x.com/sachinvats/status/2017848864108405093)  2026-02-01T06:33Z 27.6K followers, [----] engagements


"@RSorenski Yes rate cuts QE and other majors that improves liquidity and help distressed assets on balance sheet of Wall Street"  
[X Link](https://x.com/sachinvats/status/2017850946521600201)  2026-02-01T06:42Z 27.5K followers, [--] engagements


"@Don7Spy @anandragn Laser eyes will be replaced by LED eyes"  
[X Link](https://x.com/sachinvats/status/2017899378451845173)  2026-02-01T09:54Z 27.8K followers, [---] engagements


"RED wedding in market continues in overnight"  
[X Link](https://x.com/sachinvats/status/2018150553134780524)  2026-02-02T02:32Z 27.6K followers, [----] engagements


"We might get liberation day kind sentiment back this week crypto had [--] months since Oct [----] mess to come clean It didnt so time for some tough realities about to unveiled in Feb Since COVID event driven selling is Very Sharp and in good amplitude and in almost all cases it makes V-type recovery followed by new highs Monetary policy has loosened since late [----] AI utilities are only increasing the worst case for monetary policy for now os HOLD instead of rate cuts and a president who will do his best for markets eventually we will resume back after sharp recovery Focus on back to back rubber"  
[X Link](https://x.com/sachinvats/status/2018169417096716432)  2026-02-02T03:47Z 27.6K followers, [----] engagements


"@LincolnCarter0 @acce thats not true and i specifically mentioned the metric for it i.e. revenue growth. its abysmal"  
[X Link](https://x.com/sachinvats/status/2018330043001471382)  2026-02-02T14:25Z 27.6K followers, [---] engagements


"WTF none of my retail bro doing market open today @amitisinvesting @Couch_Investor @RealMattMoney @stevenfiorillo"  
[X Link](https://x.com/sachinvats/status/2018333100749819998)  2026-02-02T14:38Z 27.7K followers, [----] engagements


"@propulsionpoint Are you based in Singapore and run your fund there I am in process of launching my own fund in Singapore by YE"  
[X Link](https://x.com/sachinvats/status/2018517309506416831)  2026-02-03T02:50Z 27.6K followers, [----] engagements


"@amitisinvesting Its Just starting BRO"  
[X Link](https://x.com/sachinvats/status/2018545025186230596)  2026-02-03T04:40Z 27.8K followers, [----] engagements


"Time to take L and exit the QUASI-SCAM run by @acce If you failed to grow in the midst of a raging bull market you deserve all the blame in the world. I may risk a limb here $PYPL finally shows revenue acceleration in next earnings and we achieve $PYPL bottom. If we dont get that and @acce keeps defensive play than my advice to him is just stop playing despite buying heavily stocks back if you have failed to create https://t.co/jUd1l01iPu I may risk a limb here $PYPL finally shows revenue acceleration in next earnings and we achieve $PYPL bottom. If we dont get that and @acce keeps defensive"  
[X Link](https://x.com/sachinvats/status/2018662701946528143)  2026-02-03T12:27Z 27.6K followers, [----] engagements


"I had a feeling that time is running out for @acce I have spent [--] yrs in strategy consulting and have been part of couple of turnarounds. @acce was playing so safe that you dont make ripples by staying in cocoon. I always say if you are playing so safe than why are you even playing I may risk a limb here $PYPL finally shows revenue acceleration in next earnings and we achieve $PYPL bottom. If we dont get that and @acce keeps defensive play than my advice to him is just stop playing despite buying heavily stocks back if you have failed to create https://t.co/jUd1l01iPu I may risk a limb here"  
[X Link](https://x.com/sachinvats/status/2018686797354864957)  2026-02-03T14:03Z 27.6K followers, 14.7K engagements


"Bottom are defined when stocks stop falling even on bad news for now stocks are falling 5-20% with almost no news at times. IMO this is not what bottom looks like"  
[X Link](https://x.com/sachinvats/status/2018917446275784869)  2026-02-04T05:20Z 27.7K followers, 22.4K engagements


"Market doesnt rotate from large cap to small cap due to upcoming recession its actually opposite it does it when expected outcome is next long term secular Bull Market"  
[X Link](https://x.com/sachinvats/status/2019046064733724854)  2026-02-04T13:51Z 27.7K followers, [----] engagements


"Here you go on $GRAB "GRAB at the Crossroads" Scale Profitability and the Long Road from Super-App to Cash Machine https://sachinvats.substack.com/p/grab-at-the-crossroads https://sachinvats.substack.com/p/grab-at-the-crossroads https://sachinvats.substack.com/p/grab-at-the-crossroads https://sachinvats.substack.com/p/grab-at-the-crossroads"  
[X Link](https://x.com/sachinvats/status/2008592478346375254)  2026-01-06T17:32Z 27.8K followers, [----] engagements


"$VG turns out arbitration courts are very arbitrary"  
[X Link](https://x.com/sachinvats/status/2014160570530799933)  2026-01-22T02:17Z 27.8K followers, [----] engagements


"Indian Companies on The US Stock Market $HDB HDFC Bank Limited $IBN ICICI Bank Limited $INFY Infosys Limited $WIT Wipro Limited $RDY Dr. Reddy's Laboratories Limited $MMYT MakeMyTrip Limited $WNS WNS (Holdings) Limited $SIFY Sify Technologies Limited $RDZN Roadzen Inc. $YTRA Yatra Online Inc. $ZCAR Zoomcar Inc. $RMCO Royalty Management Holding Corporation $SYRA Syra Health Corp. $LYT Lytus Technologies Holdings PTV. Ltd. https://twitter.com/i/web/status/1747176438481199145 https://twitter.com/i/web/status/1747176438481199145"  
[X Link](https://x.com/sachinvats/status/1747176438481199145)  2024-01-16T08:38Z 27.8K followers, [----] engagements


"$BHEL Why my father worked there and it was the only good company i knew then while living in a small town in India and i was so afraid to buy anything else What was the first stock you ever bought https://t.co/MnTpOPvFMb What was the first stock you ever bought https://t.co/MnTpOPvFMb"  
[X Link](https://x.com/sachinvats/status/1943901565699735969)  2025-07-12T05:13Z 27.8K followers, [----] engagements


"If a random tweet works better than board and mgmt they will never agree to that suggestion not because its right but its against the ego of c-suite echelons What do you think @ChipotleTweets This sounds like a good idea. What do you think @ChipotleTweets This sounds like a good idea"  
[X Link](https://x.com/sachinvats/status/1984195531879621043)  2025-10-31T09:47Z 27.8K followers, [----] engagements


"FYI in case you are looking for my $VG scenario analysis Four practical scenarios (event paths per-share drag $14 odds narrative) 1) Blue-Sky Legal (cleanest) - BP damages at low end ($0.5B). - Others (Repsol/Galp/Orlen/Edison): dropped/settled immaterially. -Total cash cost: $1.0B $0.41/share drag. Read-through to $14: With the overhang mostly cleared and execution steady a re-rating to mid-teens lines up with some published Street ranges (Yahoo 1y target est $1516; treat only as a quick yardstick). $14 becomes very achievable on 12-month horizon if LNG macro cooperates. 2) Base Case (messy"  
[X Link](https://x.com/anyuser/status/1985408038975508731)  2025-11-03T18:05Z 27.8K followers, 18.1K engagements


"What I look in my investment -QoQ/YoY revenue growth - High operating margin - Healthy cash position - Strong sector macro - Quality of CEO & leadership team - Client testimonials - Competitive edge in technology/business model I don't look earnings as gains to be reinvested"  
[X Link](https://x.com/sachinvats/status/1431812651382759426)  2021-08-29T02:55Z 27.9K followers, [----] engagements

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