#  @sj_xxxxxxx Ye-shiva Westberg Ye-shiva Westberg posts on X about ai, $frog, bullish, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1214247639417413632/interactions)  - [--] Week [------] +14% - [--] Month [------] +2,133% - [--] Months [-------] -12% - [--] Year [-------] +305% ### Mentions: [--] [#](/creator/twitter::1214247639417413632/posts_active)  - [--] Month [--] -45% - [--] Months [---] -5% - [--] Year [---] +18% ### Followers: [-----] [#](/creator/twitter::1214247639417413632/followers)  - [--] Week [-----] +0.45% - [--] Month [-----] +3.70% - [--] Months [-----] +18% - [--] Year [-----] +87% ### CreatorRank: [-------] [#](/creator/twitter::1214247639417413632/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 52% [finance](/list/finance) 20% [technology brands](/list/technology-brands) 19% [countries](/list/countries) 6% [fashion brands](/list/fashion-brands) 2% [social networks](/list/social-networks) 1% **Social topic influence** [ai](/topic/ai) 16%, [$frog](/topic/$frog) #4, [bullish](/topic/bullish) 5%, [$nvda](/topic/$nvda) 4%, [ceo](/topic/ceo) 4%, [$u](/topic/$u) #210, [$amzn](/topic/$amzn) #443, [$meta](/topic/$meta) 3%, [meta](/topic/meta) 3%, [$gtlb](/topic/$gtlb) 3% **Top accounts mentioned or mentioned by** [@aggiecapitalist](/creator/undefined) [@bucketshopcap](/creator/undefined) [@icgmode](/creator/undefined) [@gobirds555](/creator/undefined) [@akramsrazor](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@neildecrypt](/creator/undefined) [@icg_mode](/creator/undefined) [@shortbusace](/creator/undefined) [@jerrycap](/creator/undefined) [@nuancerocket](/creator/undefined) [@twannsworld](/creator/undefined) [@kiwicarrotcake](/creator/undefined) [@firstadopter](/creator/undefined) [@alczervik](/creator/undefined) [@marcslans](/creator/undefined) [@premarks](/creator/undefined) [@gravycapital](/creator/undefined) [@taobanker](/creator/undefined) [@partnersroad](/creator/undefined) **Top assets mentioned** [Frodo the virtual samurai (FROG)](/topic/$frog) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Unity Software Inc. (U)](/topic/$u) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [GitLab Inc. (GTLB)](/topic/$gtlb) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Datadog Inc (DDOG)](/topic/$ddog) [Nike Inc (NKE)](/topic/$nke) [Kohl's Corporation (KSS)](/topic/$kss) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/$msft) [EngageSmart, Inc. (ESMT)](/topic/$esmt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [F5 Inc (FFIV)](/topic/$ffiv) [Flywire Corporation (FLYW)](/topic/$flyw) [Enphase Energy Inc (ENPH)](/topic/$enph) [Dynatrace, Inc. (DT)](/topic/$dt) [monday.com Ltd. (MNDY)](/topic/$mndy) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Cloudflare, Inc. (NET)](/topic/$net) [AppLovin Corporation (APP)](/topic/$app) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Sweetgreen Inc. (SG)](/topic/$sg) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Confluent, Inc. (CFLT)](/topic/$cflt) [Oklo Inc. (OKLO)](/topic/$oklo) [Capital One Financial Corp. (COF)](/topic/$cof) [American Express Company (AXP)](/topic/$axp) ### Top Social Posts Top posts by engagements in the last [--] hours "@shortbus_ace probably true but oby for a lot of fields. [--] competent employee = productivity equivalent of 2-5 employees with use of AI tools" [X Link](https://x.com/sj_xxxxxxx/status/2022001107338436823) 2026-02-12T17:33Z [----] followers, [---] engagements "seems some are shouting $RBRK shouldn't be down on $CVLT -- other than the price being down any reason you think the narrative on displacement-driven growth cycle coming to an end doesn't warrant an incre reduction in mult applied to fwd estimates or just price down so buy" [X Link](https://x.com/sj_xxxxxxx/status/2016485840415776865) 2026-01-28T12:17Z [----] followers, [----] engagements "$FFIV -- think it gives most of the pop back today. it's up on 'breach not that bad' -- fy'26 guide raise but that has been the narrative since mid nov'25. there's not enought incre +ve to help this stay up. the systems rev o/p but sw growth u/p and ai traction is too early" [X Link](https://x.com/sj_xxxxxxx/status/2016507313704538323) 2026-01-28T13:43Z [----] followers, [---] engagements "@AggieCapitalist ok so why do you believe it should be closer to mkt mult the new sources of $FLYW growth are empty calories (lower margin). so yea it's growing with less profitable sources of tpv" [X Link](https://x.com/sj_xxxxxxx/status/2018716205574472050) 2026-02-03T16:00Z [----] followers, [---] engagements "$ENPH -- abt 25% float held short / [--] dtc. almost every broker incl rbc gs jpm and ms bullish post eps. bear case of resi solar reset in [----] deeper than expected has been disproven for now by mgmt commentary on demand bottoming & guide. growth accel + margin expansion. long ENPH is gonna double quickly ENPH is gonna double quickly" [X Link](https://x.com/sj_xxxxxxx/status/2019051854106107933) 2026-02-04T14:14Z [----] followers, [---] engagements "@JerryCap wen elliott wiping board completely hiring a printers & toners guy to lead a payments shitco doesn't seem v smart" [X Link](https://x.com/sj_xxxxxxx/status/2019447302000157102) 2026-02-05T16:25Z [----] followers, [---] engagements "@neildecrypt @nuancerocket could have been bill hwang's burner" [X Link](https://x.com/sj_xxxxxxx/status/2019480454852723113) 2026-02-05T18:37Z [----] followers, [--] engagements "@TwannsWorld knicks-pistons tomorrow" [X Link](https://x.com/sj_xxxxxxx/status/2019522186755846277) 2026-02-05T21:23Z [----] followers, [---] engagements "@kiwicarrotcake no not the absolute shitcos. lesser shitco fades work better like rddt rblx. shitcos with legitimate investors controlling trading" [X Link](https://x.com/sj_xxxxxxx/status/2019798419078787546) 2026-02-06T15:40Z [----] followers, [--] engagements "$FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water" [X Link](https://x.com/sj_xxxxxxx/status/2022042305658859659) 2026-02-12T20:17Z [----] followers, [----] engagements "+ $FROG mgmt at ubs conf 12/2/25: "But what we expect as we head into Q4'2525 is that again set it up for a very responsible guide. Assuming that we can continue to execute on the momentum that we're seeing in the pipeline it could be a very nice and attractive set-up."" [X Link](https://x.com/sj_xxxxxxx/status/2022042553621844397) 2026-02-12T20:18Z [----] followers, [---] engagements "@GoBirds555 so for $FROG -- the pot'l Q4 blowout with heavy usage over commits (v expensive for cust) leads to incr min commits leading to higher guide. but even with the higher guide thier guide phil still viewed as conservative b/c usage over commits could still blow out looking ahead" [X Link](https://x.com/sj_xxxxxxx/status/2022051550752039064) 2026-02-12T20:53Z [----] followers, [---] engagements "@icg_mode does kinda feel that way with all the positive ss previews" [X Link](https://x.com/sj_xxxxxxx/status/2022051852049953002) 2026-02-12T20:55Z [----] followers, [--] engagements "@icg_mode but with the scarcity of actual proven AI beneficiaries think $FROG has pot'l to get a lot more crowded as people concentrating into handful of winners and selling everything else that's a pot'l loser" [X Link](https://x.com/sj_xxxxxxx/status/2022052180937912331) 2026-02-12T20:56Z [----] followers, [---] engagements "dammit need to stop gambling on these call option lottos after an hour of vibes-based diligence" [X Link](https://x.com/sj_xxxxxxx/status/2022056429797220555) 2026-02-12T21:13Z [----] followers, [---] engagements "ATTENTION EVERYONE -- I WAS WRONG ON A STOCK / OPTIONS PICK. WE CAN'T ALL BE RIGHT EVERY SINGLE TIME like @akramsrazor -- follow him for utterly bull shit content Im smart https://t.co/o7WPjum9US Im smart https://t.co/o7WPjum9US" [X Link](https://x.com/sj_xxxxxxx/status/2022355023410425968) 2026-02-13T16:59Z [----] followers, [----] engagements "@bucketshopcap @firstadopter notice how there are tons of these types of accounts posting stuff like this but no one posting ytd returns % yet" [X Link](https://x.com/sj_xxxxxxx/status/2021255131405164663) 2026-02-10T16:09Z [----] followers, [---] engagements "@_al_czervik made it clear ironsource is backwards looking. focus on vector which is still firing on all cylinders $U" [X Link](https://x.com/sj_xxxxxxx/status/2021586581543416303) 2026-02-11T14:06Z [----] followers, [---] engagements "@marc_slans yes" [X Link](https://x.com/sj_xxxxxxx/status/2021684610703184356) 2026-02-11T20:35Z [----] followers, [---] engagements "$TENB -- playing this with calls. very neg senti on VM space but that focus will shift to EM as the co introduces new metrics to align with TenableOne traction on this q4 call. this is catalyst for inflection pt. still lots of growth left selling to existing customers so less" [X Link](https://x.com/sj_xxxxxxx/status/2019152261516259674) 2026-02-04T20:53Z [----] followers, [---] engagements "feels almost inevitable for me that $AMZN sells off today in anticipation of it selling off on eps conclusion tonight that high ai capex spend not worth it esp. if that same conclusion was reached for $GOOGL & $META where they have more convincing and visible ROI proof points" [X Link](https://x.com/anyuser/status/2019405560702030039) 2026-02-05T13:39Z [----] followers, [----] engagements "also hard to imagine people walking away with any amount of positivity on details of $AMZN putting $50BN into Oai (viewed as a fire pit for capital incineration). just not a stock investors give any benefit of the doubt to from my read" [X Link](https://x.com/sj_xxxxxxx/status/2019411449240567897) 2026-02-05T14:03Z [----] followers, [---] engagements "TY to whoever bought these illiquid $TENB calls from me. i was hoping just to breakeven but somehow made 2x. pure luck on this one i'll admit it" [X Link](https://x.com/sj_xxxxxxx/status/2019438699151249534) 2026-02-05T15:51Z [----] followers, [---] engagements "@P_Remarks $GTLB has a job posting on LinkedIn for sr manager IR -- doesn't seem like something a company actually for sale would do.looks like they planning on staying public" [X Link](https://x.com/sj_xxxxxxx/status/2019441331026768159) 2026-02-05T16:01Z [----] followers, [---] engagements "lol you know this isn't the bottom b/c people are trying to bottom tick and then immediately feel the urge to post on here what they just bought in desperate hopes to convince others to follow them so they can start making back money with great urgency. more pain ahead" [X Link](https://x.com/sj_xxxxxxx/status/2019448604310503746) 2026-02-05T16:30Z [----] followers, [----] engagements "the internet ended up being amazing but the dot com bubble still popped. ai could end up being amazing but the ai bubble will still pop. the biggest co's are racing to spend 100s of $ BNs but the mkt doesn't believe in the ROI. could prove to be good ROI in 5-10 yrs who knws" [X Link](https://x.com/sj_xxxxxxx/status/2019770485555269821) 2026-02-06T13:49Z [----] followers, [---] engagements "$DT eps / +ve commentary on observability sector probly a good thing for $DDOG ahead of its eps (tues bmo) and AD (thurs)" [X Link](https://x.com/sj_xxxxxxx/status/2020848042576867682) 2026-02-09T13:11Z [----] followers, [----] engagements "happy $mndy baggies. today's outlook for cloudy skies with zero visibility" [X Link](https://x.com/sj_xxxxxxx/status/2020856459693641973) 2026-02-09T13:45Z [----] followers, [----] engagements "feels like $DDOG fades from here ahead of AD on thursday. given the stock pop on eps pple probably thinking unlikely much more incre exciting things on AD to drive further upside + the analyst questions still imply potential ai disruption fears" [X Link](https://x.com/sj_xxxxxxx/status/2021217247113457945) 2026-02-10T13:38Z [----] followers, [----] engagements "hindsight bias" [X Link](https://x.com/sj_xxxxxxx/status/2021255603872481542) 2026-02-10T16:11Z [----] followers, [---] engagements "any1 who posts stuff like this is a complete grifter" [X Link](https://x.com/sj_xxxxxxx/status/2021256537805664256) 2026-02-10T16:14Z [----] followers, [---] engagements "messin with some $HOOD calls for the print 2nite. has sold off on crypto fears but still inn good position with prediction mkts higher vol in equity options leading to higher spreads and strong product velocity making 'other levers to pull' narrative credible + trump accounts" [X Link](https://x.com/sj_xxxxxxx/status/2021327786892304536) 2026-02-10T20:57Z [----] followers, [---] engagements "$NET -- all the ss notes bullish given rev accel strong fy'26 rev guide agentic ai beneficiary. everyone agrees deserves premium valuation vs comps. question is how much. think it compresses given zero fcf valuation support in this mkt with gm% trajectory downwards" [X Link](https://x.com/sj_xxxxxxx/status/2021551373356339265) 2026-02-11T11:46Z [----] followers, [---] engagements "$U -- shoot first questions later" [X Link](https://x.com/sj_xxxxxxx/status/2021568468298981583) 2026-02-11T12:54Z [----] followers, [---] engagements "$U -- mgmt doing an exceptional job dispelling various fears" [X Link](https://x.com/sj_xxxxxxx/status/2021584831826555132) 2026-02-11T13:59Z [----] followers, [---] engagements "i can't stop laughing at these tweets $app is so bad that im literally calculating what APP will trade at in [----] if they buyback 4% or shares then 6% then 8% then 10% all with price not moving at all $app is so bad that im literally calculating what APP will trade at in [----] if they buyback 4% or shares then 6% then 8% then 10% all with price not moving at all" [X Link](https://x.com/sj_xxxxxxx/status/2022016304002330904) 2026-02-12T18:33Z [----] followers, [---] engagements ".i.e. literally telling you they are about to crush the living daylights out of Q4 $FROG" [X Link](https://x.com/sj_xxxxxxx/status/2022042825115021545) 2026-02-12T20:19Z [----] followers, [---] engagements "@icg_mode lfg $FROG https://x.com/sj_xxxxxxx/status/2022042305658859659s=20 $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water. https://x.com/sj_xxxxxxx/status/2022042305658859659s=20 $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does" [X Link](https://x.com/sj_xxxxxxx/status/2022048824441909651) 2026-02-12T20:43Z [----] followers, [---] engagements "@icg_mode yea i only look for monster move pot'l on eps plays -- thought frog had it to the upside guess not" [X Link](https://x.com/sj_xxxxxxx/status/2022056877660811489) 2026-02-12T21:15Z [----] followers, [--] engagements "@akramsrazor @Gravy_Capital -30% how you ever gonna make that back" [X Link](https://x.com/sj_xxxxxxx/status/2022355409554804904) 2026-02-13T17:01Z [----] followers, [---] engagements "is $CRCL really down -7% just b/c kraken filed ipo" [X Link](https://x.com/sj_xxxxxxx/status/1991171254863495217) 2025-11-19T15:46Z [----] followers, [---] engagements "@taobanker i have an overall IQ of [--] but is the conclusion here that $GOOGL has clearly won the ai model race on proprietary chips and now every $ of capex spent (incl on $NVDA chips) by anyone else seen as burning money so stocks keep falling -- forces lower capex -- bursts bubble" [X Link](https://x.com/sj_xxxxxxx/status/1991207765637759325) 2025-11-19T18:11Z [----] followers, [---] engagements "my thoughts on $NVDA print and general AI complex trade after today -- pls see attached thx" [X Link](https://x.com/sj_xxxxxxx/status/1991248042490564980) 2025-11-19T20:51Z [----] followers, [----] engagements "idk but should $PANW be down more with bear narrative of core growth slowing as company ramps up non-core M&A with completely diff biz model what am i missing other than all boats rising with $NVDA tide" [X Link](https://x.com/sj_xxxxxxx/status/1991507717001998709) 2025-11-20T14:03Z [----] followers, [---] engagements "@GoBirds555 just saw that in one of the ss research notes. assumed someone covering stock for [--] years would know if slowing or not. is the perception M&A is offensive or defensive" [X Link](https://x.com/sj_xxxxxxx/status/1991510194669634018) 2025-11-20T14:13Z [----] followers, [--] engagements "any1 smart know if the below rationale has anything to do with entire $NVDA driven rally fading before lunch ty for your attn to this matter my thoughts on $NVDA print and general AI complex trade after today -- pls see attached thx. https://t.co/E8rhJiba2e my thoughts on $NVDA print and general AI complex trade after today -- pls see attached thx. https://t.co/E8rhJiba2e" [X Link](https://x.com/sj_xxxxxxx/status/1991550174523687300) 2025-11-20T16:52Z [----] followers, [----] engagements "@partners_road @MLGSnD have you been in a $nke store i've been to the [--] in nyc. the actual product is still as uninspiring as before. the new running shoes are retarded -- no one is running in a shoe with a massive air bubble. the streetwear shoes are still lame as well" [X Link](https://x.com/sj_xxxxxxx/status/1992687492940837027) 2025-11-23T20:11Z [----] followers, [---] engagements "@zoomyzoomm not sure about your local New Zealand markets but in the United States the stock market is closed on Thursday in observance of a holiday we call Thanksgiving" [X Link](https://x.com/sj_xxxxxxx/status/1992726992786190392) 2025-11-23T22:48Z [----] followers, [---] engagements "@Vinny_Daniel0 May I meet you" [X Link](https://x.com/sj_xxxxxxx/status/1993058123557617838) 2025-11-24T20:44Z [----] followers, [---] engagements "messin with some $KSS calls for tomorrow EPS; is giving interim ceo the offical ceo spot a sign the turnaround efforts progressing well () + high SI% + pot'l for incre +ve qtd trends mentioned as weather turns cooler + ability to generate 50% of current mkt cap in fy'25 fcf" [X Link](https://x.com/sj_xxxxxxx/status/1993060206889385998) 2025-11-24T20:52Z [----] followers, [---] engagements "let's squeeze em $KSS" [X Link](https://x.com/sj_xxxxxxx/status/1993294894740521003) 2025-11-25T12:25Z [----] followers, [---] engagements "$ZM -- probly a fade from here. limited visibility into top line accel + hard to see AI monetization" [X Link](https://x.com/sj_xxxxxxx/status/1993329863327957324) 2025-11-25T14:44Z [----] followers, [---] engagements "@zoomyzoomm would the algo favor / have a bias towards promoting posts generated from New Zealand" [X Link](https://x.com/sj_xxxxxxx/status/1993363115434557477) 2025-11-25T16:56Z [----] followers, [---] engagements "is $CAVA outperforming $CMG and $SG today just b/c the WSJ piece decided to pump Cava's bowl over the other two for some unexplained reason wonder which fund effectively paid off wsj writer" [X Link](https://x.com/sj_xxxxxxx/status/1995585497062879533) 2025-12-01T20:07Z [----] followers, [---] engagements "like how did a journalist come with this conclusion. $CAVA "Cava might be the best way to bet on the group."" [X Link](https://x.com/sj_xxxxxxx/status/1995586006792503394) 2025-12-01T20:09Z [----] followers, [---] engagements "should $SYM really be down -20% on a GS downgrade all else equal" [X Link](https://x.com/sj_xxxxxxx/status/1995926674287067449) 2025-12-02T18:42Z [----] followers, [----] engagements "$GTLB -- probly much more of an actual takeout candidate at this point. hired joke cfo for a reason.no serious pub co cfo wanted a short stint as pub co cfo.jess is probly good enough for private co cfo" [X Link](https://x.com/sj_xxxxxxx/status/1996236454758928753) 2025-12-03T15:13Z [----] followers, [----] engagements "$META -- why is cutting 30% on one profit incinerating project to shift that spend into another profit incinerating project worth +6%" [X Link](https://x.com/sj_xxxxxxx/status/1996586874442264980) 2025-12-04T14:26Z [----] followers, [----] engagements "@JungleJorge2 @zoomyzoomm unless you are a New Zealand based venture capitalist tweeting nonsense all day everyday" [X Link](https://x.com/sj_xxxxxxx/status/1996939217352401372) 2025-12-05T13:46Z [----] followers, [--] engagements "even higher odds $GTLB gets taken out with the $CFLT news this AM $GTLB -- probly much more of an actual takeout candidate at this point. hired joke cfo for a reason.no serious pub co cfo wanted a short stint as pub co cfo.jess is probly good enough for private co cfo $GTLB -- probly much more of an actual takeout candidate at this point. hired joke cfo for a reason.no serious pub co cfo wanted a short stint as pub co cfo.jess is probly good enough for private co cfo" [X Link](https://x.com/sj_xxxxxxx/status/1997978199016210908) 2025-12-08T10:34Z [----] followers, [----] engagements "@274k_aum doesn't the second part of what you just said imply higher odds" [X Link](https://x.com/sj_xxxxxxx/status/1998035242079445099) 2025-12-08T14:21Z [----] followers, [--] engagements "@bucketshopcap assuming the same 6-8 accounts (run by 3-4 unique individuals) collude to pump random saas cos sporadically" [X Link](https://x.com/sj_xxxxxxx/status/2000195964817035647) 2025-12-14T13:27Z [----] followers, [---] engagements "$IRBT -- the US gov't competing directly with China on robotics and ya'll think Trump gonna let a company called "Shenzhen PICEA Robotics Co. Ltd" take $IRBT the free call option here is US gov't takes an obvious stake for national security / competitive reasons. @POTUS $IRBT -- bull case: shorts have to cover before it gets de-listed + WSB degens love to gun the hell out of dead stonks $IRBT -- bull case: shorts have to cover before it gets de-listed + WSB degens love to gun the hell out of dead stonks" [X Link](https://x.com/sj_xxxxxxx/status/2000546771039055975) 2025-12-15T12:41Z [----] followers, [----] engagements "$NKE up 3% pre mkt on ceo buying petty amount of stock to send a "signal" + last day of the year for baggies to tax loss sell this thing.good little short for the day" [X Link](https://x.com/sj_xxxxxxx/status/2006362269333274981) 2025-12-31T13:50Z [----] followers, [---] engagements "@LateStgeCapital idk there are probably always some people with more info on every single trade most pple make" [X Link](https://x.com/sj_xxxxxxx/status/2006366668050891168) 2025-12-31T14:07Z [----] followers, [--] engagements "@valuations_ maybe a stupid question but why it is bullish if a billionaire buys 10bps worth of this net worth in a stock" [X Link](https://x.com/sj_xxxxxxx/status/2006399087403253933) 2025-12-31T16:16Z [----] followers, [--] engagements "feel like most of the $AEVA move gets faded on a day like today. post CES no real incre AI hype given NVDA et al flat plus complex also faded pretty hard intra-day yest. $AEVA targeting cy'28 for start of production. too many unknowns between now and then imo" [X Link](https://x.com/sj_xxxxxxx/status/2008538749135990841) 2026-01-06T13:58Z [----] followers, [---] engagements "$META needs power today. $OKLO gonna take [--] years to build this out. doesn't seem like $OKLO relevant to solve any near or medium term bottlenecks" [X Link](https://x.com/sj_xxxxxxx/status/2009632537078054928) 2026-01-09T14:25Z [----] followers, [---] engagements "$COF $SYE $AXP -- 10% post is meaningless without a bill passing congress. trump didn't mention any specifics. unlikely a cap will be in place in [--] days. this is obvious attempt for trump to create illusion that he 'tried' on [----] campaign promise right before midterms.Long" [X Link](https://x.com/sj_xxxxxxx/status/2010709915623436663) 2026-01-12T13:46Z [----] followers, [---] engagements "@TBU12345678 stupid to get emotional -- it's just a ticker that goes up down or sideways with xyz ceo and abc cfo" [X Link](https://x.com/sj_xxxxxxx/status/2010845208594858226) 2026-01-12T22:43Z [----] followers, [---] engagements "$INTC -- feels like a fade. TSM blowout q + up already on a lot of hype without any real execution + Trump recently saying he's got a good return on INTC and likely not investing anymore (i.e. he's good with the return here will be looking for other stonks to pump)" [X Link](https://x.com/sj_xxxxxxx/status/2011793890001494148) 2026-01-15T13:33Z [----] followers, [---] engagements "is anyone in US mkt actually gonna churn off $SPOT for an extra [--] bucks a year" [X Link](https://x.com/sj_xxxxxxx/status/2011890081976504379) 2026-01-15T19:55Z [----] followers, [---] engagements "something just feels off about $MU. only closed up 1% yest post TSM blowout (while $SNDK closed up 5% on the same hype). now news of MU director buying $8M of stock near ATHs.feels like the steam is running out on this one" [X Link](https://x.com/sj_xxxxxxx/status/2012160422145601605) 2026-01-16T13:50Z [----] followers, [----] engagements "@bucketshopcap is the main overhang that someone in china is about to capitalize on this asap and crush prices board sees this coming and trying to have the party last as long as possible before mkts starts earnestly sniffing this out on $MU or am i wayy off" [X Link](https://x.com/sj_xxxxxxx/status/2012165863646871700) 2026-01-16T14:11Z [----] followers, [---] engagements "$NFLX -- simple (maybe too stupid) long case from here: eps was not terrible + ad biz firing on all cylinders + WBD deal may not even be approved / odds of completion still too uncertain" [X Link](https://x.com/sj_xxxxxxx/status/2013974386651308300) 2026-01-21T13:58Z [----] followers, [---] engagements "@Mr__Krabs___ hmm ok. my read on the trump pump portion is that he no longer cares after the stock has ripped already. basically said he's not investing more into it return on stock has been good enough -- think it keeps fading w/o this element" [X Link](https://x.com/sj_xxxxxxx/status/2015812437597892680) 2026-01-26T15:41Z [----] followers, [--] engagements "@BimboResearch with a long enough time frame most companies that are not complete shitcos work out. with a very long horizon picking individual stocks is not a worthwhile use of your time" [X Link](https://x.com/sj_xxxxxxx/status/2016572540198465820) 2026-01-28T18:02Z [----] followers, [--] engagements "$HUM -- thinking this recovers as a long as odds of fy'27 rate increase go higher than current "proposal" of +0.09% after there is news flow of industry feedback before April'26 final decision" [X Link](https://x.com/sj_xxxxxxx/status/2016156359260066276) 2026-01-27T14:28Z [----] followers, [---] engagements "@bucketshopcap i don't get how a "saas analyst" even exists. seems like the "analysis" is yell oversold when the entire group is down / provide no "why now" rationale and then celebrate for the rally as if they didn't eat a bunch of losses trying to catch the bottom several times pre rally" [X Link](https://x.com/sj_xxxxxxx/status/2016188995198136361) 2026-01-27T16:38Z [----] followers, [---] engagements "sighhh a productive afternoon prepping for eps scenarios lost to scalping $CVNA long. oh well" [X Link](https://x.com/sj_xxxxxxx/status/2016611222481756324) 2026-01-28T20:35Z [----] followers, [---] engagements "$SAP -- oversold on large deal dynamics minutia / noise" [X Link](https://x.com/sj_xxxxxxx/status/2016834897453731951) 2026-01-29T11:24Z [----] followers, [---] engagements "$MSFT -- i assume pple recalling how $AMZN plummeted a few q's ago at the open on cloud growth miss / ai loser narrative. if people waiting for a massive dip i don't think it'll come and as usual will be time to chase at open" [X Link](https://x.com/sj_xxxxxxx/status/2016876165311373528) 2026-01-29T14:08Z [----] followers, [---] engagements "if the odds of $MSFT being toast with sw are much lower than the likes of other large cap sw like $CRM $ADBE $TEAM $WDAY $NOW etc-- so to keep some sw long exposure in portfolio (not everything needs to / should work at the same time) i would think sw flows go into $MSFT" [X Link](https://x.com/sj_xxxxxxx/status/2016920745796850133) 2026-01-29T17:05Z [----] followers, [---] engagements "note from rayjay on $ESMT -- "given significant PE ownership (70%) plus liquidity challenges we wouldnt be surprised in an outright sale or spin if the market continues to misprice an incredibly high quality asset." -- sounds like someone trying to low key advertise FOR SALE" [X Link](https://x.com/sj_xxxxxxx/status/1707809047305408634) 2023-09-29T17:26Z [----] followers, [---] engagements "feeling bearish on $LEVI eps 2nite. feels like the KPI everyone cares about NA DTC growth % gonna decel big. CEO has been trying to warn us since last eps but nobody listening. largely bullish senti going in crowded long and not good technicals (see below post from kiwi) not always the best spot to own $levi https://t.co/YE480TOeyT not always the best spot to own $levi https://t.co/YE480TOeyT" [X Link](https://x.com/sj_xxxxxxx/status/1976372578362196293) 2025-10-09T19:41Z [----] followers, [----] engagements "$OKTA -- relative outperformer yesterday on sw selloff + not impacted by china ban of us/israeli cyber co's + Stephens upgrade today (this guy had fireside with co in late Dec'25 and felt bullish after that meeting -- increasing odds of growth accel) + $1BN buyback. Long" [X Link](https://x.com/sj_xxxxxxx/status/2011444139016020123) 2026-01-14T14:23Z [----] followers, [---] engagements "$RVMD -- consensus seems like there would be strong demand "in the 80s".which means mkt won't let it get there again and force people waiting on the sidelines to chase in 90s. strong pipeline + pot'l for other suitors still like $LLY + mgmt confidence in rejecting $30BN" [X Link](https://x.com/sj_xxxxxxx/status/2015787697386709245) 2026-01-26T14:03Z [----] followers, [---] engagements "bot some way OTM $PYPL puts. even though mgmt has been subtly signaling on ss circuit in q4 that the branded checkout migration oppt'y is fully tapped out not fully appreciated by street even with recent downgrades. street still too high on fy'26 and [--] tm $ growth tgts" [X Link](https://x.com/sj_xxxxxxx/status/2018426276810285121) 2026-02-02T20:48Z [----] followers, [----] engagements "here are my old notes on $PYPL hypothesis.wrote in nov/dec'25 so probably a bit stale / some of it has been priced in already with slew of ss analyst downgrades since" [X Link](https://x.com/sj_xxxxxxx/status/2018430885993861276) 2026-02-02T21:06Z [----] followers, [----] engagements "@kaizen_cap lol it's all about improving personal comp package. unlikely this knuckle head has a particularly good view on either company's prospects" [X Link](https://x.com/sj_xxxxxxx/status/2018739446271680579) 2026-02-03T17:32Z [----] followers, [---] engagements "@AggieCapitalist can aus and uk political cycles also anti-immigration and much tougher on types of students abusing it to just go to a shit school with help of agent and drive an uber. with US included that's most of the business" [X Link](https://x.com/sj_xxxxxxx/status/2018754043120693374) 2026-02-03T18:30Z [----] followers, [---] engagements "@AggieCapitalist plus add travel that probly doesn't contribute any / very marginal profits after sg&a. cross border edu has the juiciest margins but that is being -ve impacted by political cycles and people realizing they don't need to be ripped off on spreads. hc is zero growth and b2b joke" [X Link](https://x.com/sj_xxxxxxx/status/2018754939057545554) 2026-02-03T18:34Z [----] followers, [--] engagements "reminder: stocks are allowed to go down for any and all "reasons"" [X Link](https://x.com/sj_xxxxxxx/status/2018758213647143182) 2026-02-03T18:47Z [----] followers, [---] engagements "@AggieCapitalist yea it's off a completely insignificant base. when the base is [--] and b2b is [--] who cares how fast [--] grows. also very low margin. i'm not really arguing growth i'm mainly saying it's low calorie growth and hence not deserving of a mult upgrade. don't see the idio here" [X Link](https://x.com/sj_xxxxxxx/status/2018763648278167631) 2026-02-03T19:08Z [----] followers, [--] engagements "if most of the value (70%+) of most sw companies comes from terminal value (beyond forward years 5-10) and that terminal value is being questioned by the cont'd progress in AI why shouldn't sw companies be down present is fine but that's not where most of value comes from" [X Link](https://x.com/sj_xxxxxxx/status/2018776982025375760) 2026-02-03T20:01Z [----] followers, 18.2K engagements "@marketplunger1 BREAKING: area man discovers concept of multiple contraction" [X Link](https://x.com/sj_xxxxxxx/status/2018783724230541495) 2026-02-03T20:28Z [----] followers, [----] engagements "$ESMT outperforming today.wonder why note from rayjay on $ESMT -- "given significant PE ownership (70%) plus liquidity challenges we wouldnt be surprised in an outright sale or spin if the market continues to misprice an incredibly high quality asset." -- sounds like someone trying to low key advertise FOR SALE note from rayjay on $ESMT -- "given significant PE ownership (70%) plus liquidity challenges we wouldnt be surprised in an outright sale or spin if the market continues to misprice an incredibly high quality asset." -- sounds like someone trying to low key advertise FOR SALE" [X Link](https://x.com/sj_xxxxxxx/status/1708857636202930390) 2023-10-02T14:53Z [----] followers, [---] engagements "@Rebrand_As_Y brO jUsT uSe a cOMBiNatiOn of [--] ToOls to rEpLICate tHe bloombUrger" [X Link](https://x.com/sj_xxxxxxx/status/1836524086685765831) 2024-09-18T21:53Z [----] followers, [---] engagements "$MANH -- eps: mgmt basically already confirmed fy'26 cloud rev will accel; if they don't guide will at least provide color for fy26 since they already did at sept sellside conf anyways; feels like 20% is the conservative baseline should be enough other things for +ve surprise" [X Link](https://x.com/sj_xxxxxxx/status/1980722951818269077) 2025-10-21T19:48Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sj_xxxxxxx Ye-shiva Westberg
Ye-shiva Westberg posts on X about ai, $frog, bullish, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +14%
- [--] Month [------] +2,133%
- [--] Months [-------] -12%
- [--] Year [-------] +305%
Mentions: [--] #
- [--] Month [--] -45%
- [--] Months [---] -5%
- [--] Year [---] +18%
Followers: [-----] #
- [--] Week [-----] +0.45%
- [--] Month [-----] +3.70%
- [--] Months [-----] +18%
- [--] Year [-----] +87%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 52% finance 20% technology brands 19% countries 6% fashion brands 2% social networks 1%
Social topic influence ai 16%, $frog #4, bullish 5%, $nvda 4%, ceo 4%, $u #210, $amzn #443, $meta 3%, meta 3%, $gtlb 3%
Top accounts mentioned or mentioned by @aggiecapitalist @bucketshopcap @icgmode @gobirds555 @akramsrazor @zoomyzoomm @neildecrypt @icg_mode @shortbusace @jerrycap @nuancerocket @twannsworld @kiwicarrotcake @firstadopter @alczervik @marcslans @premarks @gravycapital @taobanker @partnersroad
Top assets mentioned Frodo the virtual samurai (FROG) NVIDIA Corp. (NVDA) Unity Software Inc. (U) Amazon.com, Inc. (AMZN) Metadium (META) GitLab Inc. (GTLB) Tenable Holdings, Inc. (TENB) Alphabet Inc Class A (GOOGL) Datadog Inc (DDOG) Nike Inc (NKE) Kohl's Corporation (KSS) CAVA Group, Inc. (CAVA) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) EngageSmart, Inc. (ESMT) PayPal Holdings Inc (PYPL) Rubrik, Inc. (RBRK) Commault Systems, Inc. (CVLT) F5 Inc (FFIV) Flywire Corporation (FLYW) Enphase Energy Inc (ENPH) Dynatrace, Inc. (DT) monday.com Ltd. (MNDY) Robinhood Markets, Inc. (HOOD) Cloudflare, Inc. (NET) AppLovin Corporation (APP) Circle Internet Group, Inc. (CRCL) Palo Alto Networks Inc (PANW) Zoom Video Communications Inc (ZM) Chipotle Mexican Grill, Inc. (CMG) Sweetgreen Inc. (SG) Symbotic Inc. Class A Common Stock (SYM) Confluent, Inc. (CFLT) Oklo Inc. (OKLO) Capital One Financial Corp. (COF) American Express Company (AXP)
Top Social Posts
Top posts by engagements in the last [--] hours
"@shortbus_ace probably true but oby for a lot of fields. [--] competent employee = productivity equivalent of 2-5 employees with use of AI tools"
X Link 2026-02-12T17:33Z [----] followers, [---] engagements
"seems some are shouting $RBRK shouldn't be down on $CVLT -- other than the price being down any reason you think the narrative on displacement-driven growth cycle coming to an end doesn't warrant an incre reduction in mult applied to fwd estimates or just price down so buy"
X Link 2026-01-28T12:17Z [----] followers, [----] engagements
"$FFIV -- think it gives most of the pop back today. it's up on 'breach not that bad' -- fy'26 guide raise but that has been the narrative since mid nov'25. there's not enought incre +ve to help this stay up. the systems rev o/p but sw growth u/p and ai traction is too early"
X Link 2026-01-28T13:43Z [----] followers, [---] engagements
"@AggieCapitalist ok so why do you believe it should be closer to mkt mult the new sources of $FLYW growth are empty calories (lower margin). so yea it's growing with less profitable sources of tpv"
X Link 2026-02-03T16:00Z [----] followers, [---] engagements
"$ENPH -- abt 25% float held short / [--] dtc. almost every broker incl rbc gs jpm and ms bullish post eps. bear case of resi solar reset in [----] deeper than expected has been disproven for now by mgmt commentary on demand bottoming & guide. growth accel + margin expansion. long ENPH is gonna double quickly ENPH is gonna double quickly"
X Link 2026-02-04T14:14Z [----] followers, [---] engagements
"@JerryCap wen elliott wiping board completely hiring a printers & toners guy to lead a payments shitco doesn't seem v smart"
X Link 2026-02-05T16:25Z [----] followers, [---] engagements
"@neildecrypt @nuancerocket could have been bill hwang's burner"
X Link 2026-02-05T18:37Z [----] followers, [--] engagements
"@TwannsWorld knicks-pistons tomorrow"
X Link 2026-02-05T21:23Z [----] followers, [---] engagements
"@kiwicarrotcake no not the absolute shitcos. lesser shitco fades work better like rddt rblx. shitcos with legitimate investors controlling trading"
X Link 2026-02-06T15:40Z [----] followers, [--] engagements
"$FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water"
X Link 2026-02-12T20:17Z [----] followers, [----] engagements
"+ $FROG mgmt at ubs conf 12/2/25: "But what we expect as we head into Q4'2525 is that again set it up for a very responsible guide. Assuming that we can continue to execute on the momentum that we're seeing in the pipeline it could be a very nice and attractive set-up.""
X Link 2026-02-12T20:18Z [----] followers, [---] engagements
"@GoBirds555 so for $FROG -- the pot'l Q4 blowout with heavy usage over commits (v expensive for cust) leads to incr min commits leading to higher guide. but even with the higher guide thier guide phil still viewed as conservative b/c usage over commits could still blow out looking ahead"
X Link 2026-02-12T20:53Z [----] followers, [---] engagements
"@icg_mode does kinda feel that way with all the positive ss previews"
X Link 2026-02-12T20:55Z [----] followers, [--] engagements
"@icg_mode but with the scarcity of actual proven AI beneficiaries think $FROG has pot'l to get a lot more crowded as people concentrating into handful of winners and selling everything else that's a pot'l loser"
X Link 2026-02-12T20:56Z [----] followers, [---] engagements
"dammit need to stop gambling on these call option lottos after an hour of vibes-based diligence"
X Link 2026-02-12T21:13Z [----] followers, [---] engagements
"ATTENTION EVERYONE -- I WAS WRONG ON A STOCK / OPTIONS PICK. WE CAN'T ALL BE RIGHT EVERY SINGLE TIME like @akramsrazor -- follow him for utterly bull shit content Im smart https://t.co/o7WPjum9US Im smart https://t.co/o7WPjum9US"
X Link 2026-02-13T16:59Z [----] followers, [----] engagements
"@bucketshopcap @firstadopter notice how there are tons of these types of accounts posting stuff like this but no one posting ytd returns % yet"
X Link 2026-02-10T16:09Z [----] followers, [---] engagements
"@_al_czervik made it clear ironsource is backwards looking. focus on vector which is still firing on all cylinders $U"
X Link 2026-02-11T14:06Z [----] followers, [---] engagements
"@marc_slans yes"
X Link 2026-02-11T20:35Z [----] followers, [---] engagements
"$TENB -- playing this with calls. very neg senti on VM space but that focus will shift to EM as the co introduces new metrics to align with TenableOne traction on this q4 call. this is catalyst for inflection pt. still lots of growth left selling to existing customers so less"
X Link 2026-02-04T20:53Z [----] followers, [---] engagements
"feels almost inevitable for me that $AMZN sells off today in anticipation of it selling off on eps conclusion tonight that high ai capex spend not worth it esp. if that same conclusion was reached for $GOOGL & $META where they have more convincing and visible ROI proof points"
X Link 2026-02-05T13:39Z [----] followers, [----] engagements
"also hard to imagine people walking away with any amount of positivity on details of $AMZN putting $50BN into Oai (viewed as a fire pit for capital incineration). just not a stock investors give any benefit of the doubt to from my read"
X Link 2026-02-05T14:03Z [----] followers, [---] engagements
"TY to whoever bought these illiquid $TENB calls from me. i was hoping just to breakeven but somehow made 2x. pure luck on this one i'll admit it"
X Link 2026-02-05T15:51Z [----] followers, [---] engagements
"@P_Remarks $GTLB has a job posting on LinkedIn for sr manager IR -- doesn't seem like something a company actually for sale would do.looks like they planning on staying public"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements
"lol you know this isn't the bottom b/c people are trying to bottom tick and then immediately feel the urge to post on here what they just bought in desperate hopes to convince others to follow them so they can start making back money with great urgency. more pain ahead"
X Link 2026-02-05T16:30Z [----] followers, [----] engagements
"the internet ended up being amazing but the dot com bubble still popped. ai could end up being amazing but the ai bubble will still pop. the biggest co's are racing to spend 100s of $ BNs but the mkt doesn't believe in the ROI. could prove to be good ROI in 5-10 yrs who knws"
X Link 2026-02-06T13:49Z [----] followers, [---] engagements
"$DT eps / +ve commentary on observability sector probly a good thing for $DDOG ahead of its eps (tues bmo) and AD (thurs)"
X Link 2026-02-09T13:11Z [----] followers, [----] engagements
"happy $mndy baggies. today's outlook for cloudy skies with zero visibility"
X Link 2026-02-09T13:45Z [----] followers, [----] engagements
"feels like $DDOG fades from here ahead of AD on thursday. given the stock pop on eps pple probably thinking unlikely much more incre exciting things on AD to drive further upside + the analyst questions still imply potential ai disruption fears"
X Link 2026-02-10T13:38Z [----] followers, [----] engagements
"hindsight bias"
X Link 2026-02-10T16:11Z [----] followers, [---] engagements
"any1 who posts stuff like this is a complete grifter"
X Link 2026-02-10T16:14Z [----] followers, [---] engagements
"messin with some $HOOD calls for the print 2nite. has sold off on crypto fears but still inn good position with prediction mkts higher vol in equity options leading to higher spreads and strong product velocity making 'other levers to pull' narrative credible + trump accounts"
X Link 2026-02-10T20:57Z [----] followers, [---] engagements
"$NET -- all the ss notes bullish given rev accel strong fy'26 rev guide agentic ai beneficiary. everyone agrees deserves premium valuation vs comps. question is how much. think it compresses given zero fcf valuation support in this mkt with gm% trajectory downwards"
X Link 2026-02-11T11:46Z [----] followers, [---] engagements
"$U -- shoot first questions later"
X Link 2026-02-11T12:54Z [----] followers, [---] engagements
"$U -- mgmt doing an exceptional job dispelling various fears"
X Link 2026-02-11T13:59Z [----] followers, [---] engagements
"i can't stop laughing at these tweets $app is so bad that im literally calculating what APP will trade at in [----] if they buyback 4% or shares then 6% then 8% then 10% all with price not moving at all $app is so bad that im literally calculating what APP will trade at in [----] if they buyback 4% or shares then 6% then 8% then 10% all with price not moving at all"
X Link 2026-02-12T18:33Z [----] followers, [---] engagements
".i.e. literally telling you they are about to crush the living daylights out of Q4 $FROG"
X Link 2026-02-12T20:19Z [----] followers, [---] engagements
"@icg_mode lfg $FROG https://x.com/sj_xxxxxxx/status/2022042305658859659s=20 $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water. https://x.com/sj_xxxxxxx/status/2022042305658859659s=20 $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does"
X Link 2026-02-12T20:43Z [----] followers, [---] engagements
"@icg_mode yea i only look for monster move pot'l on eps plays -- thought frog had it to the upside guess not"
X Link 2026-02-12T21:15Z [----] followers, [--] engagements
"@akramsrazor @Gravy_Capital -30% how you ever gonna make that back"
X Link 2026-02-13T17:01Z [----] followers, [---] engagements
"is $CRCL really down -7% just b/c kraken filed ipo"
X Link 2025-11-19T15:46Z [----] followers, [---] engagements
"@taobanker i have an overall IQ of [--] but is the conclusion here that $GOOGL has clearly won the ai model race on proprietary chips and now every $ of capex spent (incl on $NVDA chips) by anyone else seen as burning money so stocks keep falling -- forces lower capex -- bursts bubble"
X Link 2025-11-19T18:11Z [----] followers, [---] engagements
"my thoughts on $NVDA print and general AI complex trade after today -- pls see attached thx"
X Link 2025-11-19T20:51Z [----] followers, [----] engagements
"idk but should $PANW be down more with bear narrative of core growth slowing as company ramps up non-core M&A with completely diff biz model what am i missing other than all boats rising with $NVDA tide"
X Link 2025-11-20T14:03Z [----] followers, [---] engagements
"@GoBirds555 just saw that in one of the ss research notes. assumed someone covering stock for [--] years would know if slowing or not. is the perception M&A is offensive or defensive"
X Link 2025-11-20T14:13Z [----] followers, [--] engagements
"any1 smart know if the below rationale has anything to do with entire $NVDA driven rally fading before lunch ty for your attn to this matter my thoughts on $NVDA print and general AI complex trade after today -- pls see attached thx. https://t.co/E8rhJiba2e my thoughts on $NVDA print and general AI complex trade after today -- pls see attached thx. https://t.co/E8rhJiba2e"
X Link 2025-11-20T16:52Z [----] followers, [----] engagements
"@partners_road @MLGSnD have you been in a $nke store i've been to the [--] in nyc. the actual product is still as uninspiring as before. the new running shoes are retarded -- no one is running in a shoe with a massive air bubble. the streetwear shoes are still lame as well"
X Link 2025-11-23T20:11Z [----] followers, [---] engagements
"@zoomyzoomm not sure about your local New Zealand markets but in the United States the stock market is closed on Thursday in observance of a holiday we call Thanksgiving"
X Link 2025-11-23T22:48Z [----] followers, [---] engagements
"@Vinny_Daniel0 May I meet you"
X Link 2025-11-24T20:44Z [----] followers, [---] engagements
"messin with some $KSS calls for tomorrow EPS; is giving interim ceo the offical ceo spot a sign the turnaround efforts progressing well () + high SI% + pot'l for incre +ve qtd trends mentioned as weather turns cooler + ability to generate 50% of current mkt cap in fy'25 fcf"
X Link 2025-11-24T20:52Z [----] followers, [---] engagements
"let's squeeze em $KSS"
X Link 2025-11-25T12:25Z [----] followers, [---] engagements
"$ZM -- probly a fade from here. limited visibility into top line accel + hard to see AI monetization"
X Link 2025-11-25T14:44Z [----] followers, [---] engagements
"@zoomyzoomm would the algo favor / have a bias towards promoting posts generated from New Zealand"
X Link 2025-11-25T16:56Z [----] followers, [---] engagements
"is $CAVA outperforming $CMG and $SG today just b/c the WSJ piece decided to pump Cava's bowl over the other two for some unexplained reason wonder which fund effectively paid off wsj writer"
X Link 2025-12-01T20:07Z [----] followers, [---] engagements
"like how did a journalist come with this conclusion. $CAVA "Cava might be the best way to bet on the group.""
X Link 2025-12-01T20:09Z [----] followers, [---] engagements
"should $SYM really be down -20% on a GS downgrade all else equal"
X Link 2025-12-02T18:42Z [----] followers, [----] engagements
"$GTLB -- probly much more of an actual takeout candidate at this point. hired joke cfo for a reason.no serious pub co cfo wanted a short stint as pub co cfo.jess is probly good enough for private co cfo"
X Link 2025-12-03T15:13Z [----] followers, [----] engagements
"$META -- why is cutting 30% on one profit incinerating project to shift that spend into another profit incinerating project worth +6%"
X Link 2025-12-04T14:26Z [----] followers, [----] engagements
"@JungleJorge2 @zoomyzoomm unless you are a New Zealand based venture capitalist tweeting nonsense all day everyday"
X Link 2025-12-05T13:46Z [----] followers, [--] engagements
"even higher odds $GTLB gets taken out with the $CFLT news this AM $GTLB -- probly much more of an actual takeout candidate at this point. hired joke cfo for a reason.no serious pub co cfo wanted a short stint as pub co cfo.jess is probly good enough for private co cfo $GTLB -- probly much more of an actual takeout candidate at this point. hired joke cfo for a reason.no serious pub co cfo wanted a short stint as pub co cfo.jess is probly good enough for private co cfo"
X Link 2025-12-08T10:34Z [----] followers, [----] engagements
"@274k_aum doesn't the second part of what you just said imply higher odds"
X Link 2025-12-08T14:21Z [----] followers, [--] engagements
"@bucketshopcap assuming the same 6-8 accounts (run by 3-4 unique individuals) collude to pump random saas cos sporadically"
X Link 2025-12-14T13:27Z [----] followers, [---] engagements
"$IRBT -- the US gov't competing directly with China on robotics and ya'll think Trump gonna let a company called "Shenzhen PICEA Robotics Co. Ltd" take $IRBT the free call option here is US gov't takes an obvious stake for national security / competitive reasons. @POTUS $IRBT -- bull case: shorts have to cover before it gets de-listed + WSB degens love to gun the hell out of dead stonks $IRBT -- bull case: shorts have to cover before it gets de-listed + WSB degens love to gun the hell out of dead stonks"
X Link 2025-12-15T12:41Z [----] followers, [----] engagements
"$NKE up 3% pre mkt on ceo buying petty amount of stock to send a "signal" + last day of the year for baggies to tax loss sell this thing.good little short for the day"
X Link 2025-12-31T13:50Z [----] followers, [---] engagements
"@LateStgeCapital idk there are probably always some people with more info on every single trade most pple make"
X Link 2025-12-31T14:07Z [----] followers, [--] engagements
"@valuations_ maybe a stupid question but why it is bullish if a billionaire buys 10bps worth of this net worth in a stock"
X Link 2025-12-31T16:16Z [----] followers, [--] engagements
"feel like most of the $AEVA move gets faded on a day like today. post CES no real incre AI hype given NVDA et al flat plus complex also faded pretty hard intra-day yest. $AEVA targeting cy'28 for start of production. too many unknowns between now and then imo"
X Link 2026-01-06T13:58Z [----] followers, [---] engagements
"$META needs power today. $OKLO gonna take [--] years to build this out. doesn't seem like $OKLO relevant to solve any near or medium term bottlenecks"
X Link 2026-01-09T14:25Z [----] followers, [---] engagements
"$COF $SYE $AXP -- 10% post is meaningless without a bill passing congress. trump didn't mention any specifics. unlikely a cap will be in place in [--] days. this is obvious attempt for trump to create illusion that he 'tried' on [----] campaign promise right before midterms.Long"
X Link 2026-01-12T13:46Z [----] followers, [---] engagements
"@TBU12345678 stupid to get emotional -- it's just a ticker that goes up down or sideways with xyz ceo and abc cfo"
X Link 2026-01-12T22:43Z [----] followers, [---] engagements
"$INTC -- feels like a fade. TSM blowout q + up already on a lot of hype without any real execution + Trump recently saying he's got a good return on INTC and likely not investing anymore (i.e. he's good with the return here will be looking for other stonks to pump)"
X Link 2026-01-15T13:33Z [----] followers, [---] engagements
"is anyone in US mkt actually gonna churn off $SPOT for an extra [--] bucks a year"
X Link 2026-01-15T19:55Z [----] followers, [---] engagements
"something just feels off about $MU. only closed up 1% yest post TSM blowout (while $SNDK closed up 5% on the same hype). now news of MU director buying $8M of stock near ATHs.feels like the steam is running out on this one"
X Link 2026-01-16T13:50Z [----] followers, [----] engagements
"@bucketshopcap is the main overhang that someone in china is about to capitalize on this asap and crush prices board sees this coming and trying to have the party last as long as possible before mkts starts earnestly sniffing this out on $MU or am i wayy off"
X Link 2026-01-16T14:11Z [----] followers, [---] engagements
"$NFLX -- simple (maybe too stupid) long case from here: eps was not terrible + ad biz firing on all cylinders + WBD deal may not even be approved / odds of completion still too uncertain"
X Link 2026-01-21T13:58Z [----] followers, [---] engagements
"@Mr__Krabs___ hmm ok. my read on the trump pump portion is that he no longer cares after the stock has ripped already. basically said he's not investing more into it return on stock has been good enough -- think it keeps fading w/o this element"
X Link 2026-01-26T15:41Z [----] followers, [--] engagements
"@BimboResearch with a long enough time frame most companies that are not complete shitcos work out. with a very long horizon picking individual stocks is not a worthwhile use of your time"
X Link 2026-01-28T18:02Z [----] followers, [--] engagements
"$HUM -- thinking this recovers as a long as odds of fy'27 rate increase go higher than current "proposal" of +0.09% after there is news flow of industry feedback before April'26 final decision"
X Link 2026-01-27T14:28Z [----] followers, [---] engagements
"@bucketshopcap i don't get how a "saas analyst" even exists. seems like the "analysis" is yell oversold when the entire group is down / provide no "why now" rationale and then celebrate for the rally as if they didn't eat a bunch of losses trying to catch the bottom several times pre rally"
X Link 2026-01-27T16:38Z [----] followers, [---] engagements
"sighhh a productive afternoon prepping for eps scenarios lost to scalping $CVNA long. oh well"
X Link 2026-01-28T20:35Z [----] followers, [---] engagements
"$SAP -- oversold on large deal dynamics minutia / noise"
X Link 2026-01-29T11:24Z [----] followers, [---] engagements
"$MSFT -- i assume pple recalling how $AMZN plummeted a few q's ago at the open on cloud growth miss / ai loser narrative. if people waiting for a massive dip i don't think it'll come and as usual will be time to chase at open"
X Link 2026-01-29T14:08Z [----] followers, [---] engagements
"if the odds of $MSFT being toast with sw are much lower than the likes of other large cap sw like $CRM $ADBE $TEAM $WDAY $NOW etc-- so to keep some sw long exposure in portfolio (not everything needs to / should work at the same time) i would think sw flows go into $MSFT"
X Link 2026-01-29T17:05Z [----] followers, [---] engagements
"note from rayjay on $ESMT -- "given significant PE ownership (70%) plus liquidity challenges we wouldnt be surprised in an outright sale or spin if the market continues to misprice an incredibly high quality asset." -- sounds like someone trying to low key advertise FOR SALE"
X Link 2023-09-29T17:26Z [----] followers, [---] engagements
"feeling bearish on $LEVI eps 2nite. feels like the KPI everyone cares about NA DTC growth % gonna decel big. CEO has been trying to warn us since last eps but nobody listening. largely bullish senti going in crowded long and not good technicals (see below post from kiwi) not always the best spot to own $levi https://t.co/YE480TOeyT not always the best spot to own $levi https://t.co/YE480TOeyT"
X Link 2025-10-09T19:41Z [----] followers, [----] engagements
"$OKTA -- relative outperformer yesterday on sw selloff + not impacted by china ban of us/israeli cyber co's + Stephens upgrade today (this guy had fireside with co in late Dec'25 and felt bullish after that meeting -- increasing odds of growth accel) + $1BN buyback. Long"
X Link 2026-01-14T14:23Z [----] followers, [---] engagements
"$RVMD -- consensus seems like there would be strong demand "in the 80s".which means mkt won't let it get there again and force people waiting on the sidelines to chase in 90s. strong pipeline + pot'l for other suitors still like $LLY + mgmt confidence in rejecting $30BN"
X Link 2026-01-26T14:03Z [----] followers, [---] engagements
"bot some way OTM $PYPL puts. even though mgmt has been subtly signaling on ss circuit in q4 that the branded checkout migration oppt'y is fully tapped out not fully appreciated by street even with recent downgrades. street still too high on fy'26 and [--] tm $ growth tgts"
X Link 2026-02-02T20:48Z [----] followers, [----] engagements
"here are my old notes on $PYPL hypothesis.wrote in nov/dec'25 so probably a bit stale / some of it has been priced in already with slew of ss analyst downgrades since"
X Link 2026-02-02T21:06Z [----] followers, [----] engagements
"@kaizen_cap lol it's all about improving personal comp package. unlikely this knuckle head has a particularly good view on either company's prospects"
X Link 2026-02-03T17:32Z [----] followers, [---] engagements
"@AggieCapitalist can aus and uk political cycles also anti-immigration and much tougher on types of students abusing it to just go to a shit school with help of agent and drive an uber. with US included that's most of the business"
X Link 2026-02-03T18:30Z [----] followers, [---] engagements
"@AggieCapitalist plus add travel that probly doesn't contribute any / very marginal profits after sg&a. cross border edu has the juiciest margins but that is being -ve impacted by political cycles and people realizing they don't need to be ripped off on spreads. hc is zero growth and b2b joke"
X Link 2026-02-03T18:34Z [----] followers, [--] engagements
"reminder: stocks are allowed to go down for any and all "reasons""
X Link 2026-02-03T18:47Z [----] followers, [---] engagements
"@AggieCapitalist yea it's off a completely insignificant base. when the base is [--] and b2b is [--] who cares how fast [--] grows. also very low margin. i'm not really arguing growth i'm mainly saying it's low calorie growth and hence not deserving of a mult upgrade. don't see the idio here"
X Link 2026-02-03T19:08Z [----] followers, [--] engagements
"if most of the value (70%+) of most sw companies comes from terminal value (beyond forward years 5-10) and that terminal value is being questioned by the cont'd progress in AI why shouldn't sw companies be down present is fine but that's not where most of value comes from"
X Link 2026-02-03T20:01Z [----] followers, 18.2K engagements
"@marketplunger1 BREAKING: area man discovers concept of multiple contraction"
X Link 2026-02-03T20:28Z [----] followers, [----] engagements
"$ESMT outperforming today.wonder why note from rayjay on $ESMT -- "given significant PE ownership (70%) plus liquidity challenges we wouldnt be surprised in an outright sale or spin if the market continues to misprice an incredibly high quality asset." -- sounds like someone trying to low key advertise FOR SALE note from rayjay on $ESMT -- "given significant PE ownership (70%) plus liquidity challenges we wouldnt be surprised in an outright sale or spin if the market continues to misprice an incredibly high quality asset." -- sounds like someone trying to low key advertise FOR SALE"
X Link 2023-10-02T14:53Z [----] followers, [---] engagements
"@Rebrand_As_Y brO jUsT uSe a cOMBiNatiOn of [--] ToOls to rEpLICate tHe bloombUrger"
X Link 2024-09-18T21:53Z [----] followers, [---] engagements
"$MANH -- eps: mgmt basically already confirmed fy'26 cloud rev will accel; if they don't guide will at least provide color for fy26 since they already did at sept sellside conf anyways; feels like 20% is the conservative baseline should be enough other things for +ve surprise"
X Link 2025-10-21T19:48Z [----] followers, [---] engagements
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