#  @socaz 🔥 🔥 posts on X about $biox, software, lo, $xyz the most. They currently have [-------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1275149406879301632/interactions)  - [--] Week [-----] +1,802% - [--] Months [-----] +7,563% ### Mentions: [--] [#](/creator/twitter::1275149406879301632/posts_active)  ### Followers: [-------] [#](/creator/twitter::1275149406879301632/followers)  - [--] Week [---] -0.13% - [--] Months [---] +95% - [--] Year [---] +121% ### CreatorRank: [---------] [#](/creator/twitter::1275149406879301632/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [countries](/list/countries) [celebrities](/list/celebrities) **Social topic influence** [$biox](/topic/$biox) #1, [software](/topic/software), [lo](/topic/lo), [$xyz](/topic/$xyz), [$pypl](/topic/$pypl), [pypl](/topic/pypl), [$glob](/topic/$glob), [xyz](/topic/xyz), [sum](/topic/sum), [mucho](/topic/mucho) **Top accounts mentioned or mentioned by** [@tonycagex](/creator/undefined) [@quipuscapital](/creator/undefined) [@andresitotubia1](/creator/undefined) [@jorgebolsita](/creator/undefined) [@naya_accesorios](/creator/undefined) [@chiaproject](/creator/undefined) [@sorgente711](/creator/undefined) [@sebadelsur1](/creator/undefined) [@nievejuancito](/creator/undefined) [@nayaaccesorios](/creator/undefined) [@cnp1973](/creator/undefined) [@mathfiles](/creator/undefined) [@qtrresearch](/creator/undefined) [@leevalueroach](/creator/undefined) [@axel_finanzas](/creator/undefined) [@valcosecurities](/creator/undefined) [@alandavidok](/creator/undefined) [@gflunfels](/creator/undefined) [@gustavoflandria](/creator/undefined) [@superno26564998](/creator/undefined) **Top assets mentioned** [Block, Inc. (XYZ)](/topic/$xyz) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [GLOBANT S.A. (GLOB)](/topic/$glob) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) [Banco Bradesco S.A. American Depositary Shares (BBD)](/topic/$bbd) [Nokia Corporation (NOK)](/topic/$nok) [Stellantis N.V. (STLA)](/topic/$stla) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Chia (XCH)](/topic/$xch) [Banco BBVA Argentina S.A. (BBAR)](/topic/$bbar) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Strategy (MSTR)](/topic/$mstr) [Adobe, Inc. (ADBE)](/topic/$adbe) ### Top Social Posts Top posts by engagements in the last [--] hours "Vend algo de $TV y $BBD para sumar 1% de cartera en $NOK y en $STLA" [X Link](https://x.com/socaz/status/1950198489025323489) 2025-07-29T14:15Z [---] followers, [---] engagements "$MLEC +10% controlante de $BIOX" [X Link](https://x.com/socaz/status/1966231464904949965) 2025-09-11T20:04Z [---] followers, [---] engagements "Gastos de marketing: 2024: $26.385M 2025: $44.224M (+677%) Saltos en: staff (+69%) seguros (+380%) publicidad (+81%) fletes (+29%) fees profesionales (+141%)" [X Link](https://x.com/socaz/status/1966356242080629184) 2025-09-12T04:20Z [---] followers, [---] engagements "Saluden a $LAC la hermana escindida de Lithium Argentina ( $LAR ) que se va. Sube 75% en el after. Originalmente ambas formaban $LAAC lithium americas pero se dividieron en dos" [X Link](https://x.com/socaz/status/1970590741324779833) 2025-09-23T20:46Z [---] followers, [----] engagements "$BIOX +7% en el after en este momento us$ 1.65" [X Link](https://x.com/socaz/status/1978203789271183674) 2025-10-14T20:58Z [---] followers, [---] engagements "Yes Bram you are so greedy that your prefarm is [--] years worth of farming. And the most affected are the $xch holders. #chia #xch https://x.com/bramcohen/status/1528093513761427456t=AVn6nf9W_VEpecV7Ai794w&s=19 @chia_project @sorgente711 After [--] year prefarm still 90% of total $xch supply. Are these the greediest devs ever https://t.co/mrDabb1rFV https://x.com/bramcohen/status/1528093513761427456t=AVn6nf9W_VEpecV7Ai794w&s=19 @chia_project @sorgente711 After [--] year prefarm still 90% of total $xch supply. Are these the greediest devs ever https://t.co/mrDabb1rFV" [X Link](https://x.com/socaz/status/1528206527609180163) 2022-05-22T02:50Z [---] followers, [--] engagements "@QuipusCapital Didn't know of the existence of $LVRO seems quite interesting. I'll be looking into it. Thanks" [X Link](https://x.com/socaz/status/1978477059425919242) 2025-10-15T15:04Z [---] followers, [--] engagements "$BIOX controla los eventos regulatorios la produccin de semillas las sublicencias y la comercializacin global de HB4 en base a acuerdos de licencia exclusivos otorgados por Bioceres Group" [X Link](https://x.com/socaz/status/2019006867217809601) 2026-02-04T11:15Z [---] followers, [---] engagements "Dursimo chatgpt con $BIOX 🫡" [X Link](https://x.com/socaz/status/2019508230087721256) 2026-02-05T20:27Z [---] followers, [---] engagements "@Andresitotubia1 Toda la posicin fue comprada previo a las elecciones de medio trmino a fines del ao pasado. Igual con $BBAR $TGNO etc" [X Link](https://x.com/socaz/status/2019001907172516308) 2026-02-04T10:55Z [---] followers, [---] engagements "Sum alguito de $XYZ a la cartera. Y ms $GLOB" [X Link](https://x.com/anyuser/status/2022037305293414530) 2026-02-12T19:57Z [---] followers, [---] engagements "@Sebadelsur1 Ojo tengo mucho ms que eso. Esta es mi cartera en este momento a precios de mercado" [X Link](https://x.com/socaz/status/2018383596273148025) 2026-02-02T17:58Z [---] followers, [--] engagements "Que locura No s si ma o del mercado 🤔" [X Link](https://x.com/socaz/status/2018765532212740389) 2026-02-03T19:16Z [---] followers, [---] engagements "@NieveJuancito Y agrego algo que puede sonar cursi: [--] aos de know-how en el rubro slo contando Bioceres" [X Link](https://x.com/socaz/status/2018845663228985453) 2026-02-04T00:34Z [---] followers, [--] engagements "Sinceramente me cuesta entender la movida. Vendieron 1.4% de $BIOX en slo [--] das hasta ayer inclusive. Eso explica gran parte del volumen reciente. Sartori an tiene el 15%. Pero remat [---] % a prdida perdiendo casi us$ [--] milln en la operacin" [X Link](https://x.com/socaz/status/2019551067957272866) 2026-02-05T23:17Z [---] followers, [---] engagements "@tonycagex Pero cul es tu teora se estaf slo Lo estn obligando a tirarse un tiro en el pi No entiendo" [X Link](https://x.com/socaz/status/2019554052112281910) 2026-02-05T23:29Z [---] followers, [---] engagements "An no puse un centavo pero empec a mirar $XYZ. A primera vista luce atractiva" [X Link](https://x.com/socaz/status/2019821898067263812) 2026-02-06T17:14Z [---] followers, [---] engagements "AIC no consolida informacin contable se $BIOX por tener solo el 15%. Pero. Habrn vendido el 1.4% para mejorar algn ratio contable al que estn expuestos por contrato Es una idea volada. Pero no encuentro buenas teoras. Los leo" [X Link](https://x.com/anyuser/status/2020629914735853634) 2026-02-08T22:44Z [---] followers, [----] engagements "@Naya_Accesorios $NOW y $CRM las v por encima lucen mucho ms atractivas que hace unos meses pero no llegan a convencerme an" [X Link](https://x.com/socaz/status/2021298220299616640) 2026-02-10T19:00Z [---] followers, [---] engagements "Me dieron ganas de investigar un poco a $MSTR 😃. Estuve mirando $AGRO interesante pero bastante deuda y an tiene que pagar unos us$ [---] millones por profertil" [X Link](https://x.com/socaz/status/2019504766745804833) 2026-02-05T20:13Z [---] followers, [---] engagements "Denme empresas de software obsoletas segn narrativa dominante con buenos ratios deuda neta negativa alto FCF/papel. Yo las recibo. 🖖" [X Link](https://x.com/anyuser/status/2020975790373146705) 2026-02-09T21:39Z [---] followers, [----] engagements "El fondo DRACO tena el 5% aprox de $BIOX. Lo liquid y se qued sin nada. Explica tambin el gran volumen de ventas" [X Link](https://x.com/anyuser/status/2022089485719314873) 2026-02-12T23:24Z [---] followers, [----] engagements "@CNP1973 Buena pregunta" [X Link](https://x.com/socaz/status/2022094756869025877) 2026-02-12T23:45Z [---] followers, [---] engagements "Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏" [X Link](https://x.com/anyuser/status/2020579768794517643) 2026-02-08T19:25Z 145.6K followers, 246.8K engagements "History is doing what it always does. When a handful of mega-cap stocks account for an outsized share of index performance fragility builds beneath the surface. That kind of concentration is not a feature of durable bull markets. And dont forget: US equities versus the rest of the world remain near extreme levels of dominance. That imbalance hasnt even begun to fully unwind. At every peak investors invent sophisticated explanations for why old rules no longer apply. It never ends well. When positioning is one-sided it doesnt take much to trigger rotation. For me the real question isnt what" [X Link](https://x.com/anyuser/status/2022739772960387267) 2026-02-14T18:28Z 299.5K followers, 61.4K engagements "Nothing shows a man's character more than what he laughs at. - Goethe" [X Link](https://x.com/anyuser/status/2022598702666231982) 2026-02-14T09:08Z 697.3K followers, 108.6K engagements ""You can teach a physicist finance but you cannot teach a finance person physics." - Jim Simons" [X Link](https://x.com/anyuser/status/2022356168924918135) 2026-02-13T17:04Z 102.3K followers, 844.3K engagements "@Math_files" [X Link](https://x.com/anyuser/status/2022583078112141797) 2026-02-14T08:05Z [----] followers, 103K engagements "Avoid working directly under somebody you dont admire and dont want to be like. Charlie Munger" [X Link](https://x.com/anyuser/status/2022247623990947860) 2026-02-13T09:52Z 738K followers, 81.9K engagements "El fondo DRACO tena el 5% aprox de $BIOX. Lo liquid y se qued sin nada. Explica tambin el gran volumen de ventas" [X Link](https://x.com/anyuser/status/2022089485719314873) 2026-02-12T23:24Z [---] followers, [----] engagements "Sum alguito de $XYZ a la cartera. Y ms $GLOB" [X Link](https://x.com/anyuser/status/2022037305293414530) 2026-02-12T19:57Z [---] followers, [---] engagements "Adobe trades at a 11.3x P/FCF. This is the lowest valuation Adobe has traded in more than [--] years. That's 66% discount to the historical-norm. $ADBE" [X Link](https://x.com/anyuser/status/2021195037992943755) 2026-02-10T12:10Z 24.1K followers, 23.4K engagements "This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts" [X Link](https://x.com/anyuser/status/2021373266846499106) 2026-02-10T23:58Z 16.6K followers, 123.3K engagements "Con esta me hago odiar: No hay regla bolsera ms absurda que "no promediar a la baja". Promediar al alza s Porque las compras suelen ser promedios. Si un activo es atractivo a cierto precio ms an lo ser a menor precio mientras no haya cambiado la tesis de inversin" [X Link](https://x.com/anyuser/status/2021239768072196159) 2026-02-10T15:08Z [---] followers, [---] engagements "Denme empresas de software obsoletas segn narrativa dominante con buenos ratios deuda neta negativa alto FCF/papel. Yo las recibo. 🖖" [X Link](https://x.com/anyuser/status/2020975790373146705) 2026-02-09T21:39Z [---] followers, [----] engagements "RT @QTRResearch: who wants to own venmo $GOOG $AAPL $PYPL was $71.5B EV [--] months ago today it's $37B 7.6x forward PE 4.7x EV/EBITDA g" [X Link](https://x.com/anyuser/status/2020974631289749529) 2026-02-09T21:34Z [---] followers, [--] engagements "who wants to own venmo $GOOG $AAPL $PYPL was $71.5B EV [--] months ago today it's $37B 7.6x forward PE 4.7x EV/EBITDA gushing cash $6.4B CFFO ltm just 2x EBITDA debt cc @leevalueroach" [X Link](https://x.com/anyuser/status/2020964160646123792) 2026-02-09T20:52Z 291.3K followers, 80.2K engagements "Las noticias sobre la "destruccin" del valor de las empresas de software acapara mi atencin. Busco oportunidades para comprar. Pero con todo lo que cayeron no parece haber tantas "gangas". Los precios estaban muy inflados" [X Link](https://x.com/anyuser/status/2020846361525317673) 2026-02-09T13:04Z [---] followers, [---] engagements "BREAKING: A statement announcing Jeffrey Epstein's death has been found in the recent Epstein files but it's dated a day before he killed himself in his cell per the DM" [X Link](https://x.com/anyuser/status/2020582720154554817) 2026-02-08T19:37Z 3.2M followers, 2.2M engagements "FOBO is the new FOMO. 📉 Fear Of Becoming Obsolete is ripping through the software sector. We are moving from "Generative AI" (tools) to "Agentic AI" (replacements). If your SaaS product just digitizes a process Anthropics Opus [---] just made you vulnerable. The "moat" is gone" [X Link](https://x.com/anyuser/status/2020225622744928680) 2026-02-07T19:58Z 365.2K followers, 185.4K engagements "AIC no consolida informacin contable se $BIOX por tener solo el 15%. Pero. Habrn vendido el 1.4% para mejorar algn ratio contable al que estn expuestos por contrato Es una idea volada. Pero no encuentro buenas teoras. Los leo" [X Link](https://x.com/anyuser/status/2020629914735853634) 2026-02-08T22:44Z [---] followers, [----] engagements "The best way out is always through" [X Link](https://x.com/anyuser/status/2020503388451225853) 2026-02-08T14:22Z 13.4K followers, [---] engagements "PayPal $PYPL went from market darling to market punching bag. Narrative collapsed. Multiple compression. Everyone moved on. But underneath the chaos you still have massive free cash flow billions in buybacks and a core payments network touching hundreds of millions of users. Sometimes deep value is just yesterdays growth stock after sentiment breaks. https://twitter.com/i/web/status/2020582017717444918 https://twitter.com/i/web/status/2020582017717444918" [X Link](https://x.com/anyuser/status/2020582017717444918) 2026-02-08T19:34Z 16.6K followers, 14.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@socaz 🔥🔥 posts on X about $biox, software, lo, $xyz the most. They currently have [-------] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks technology brands finance cryptocurrencies currencies countries celebrities
Social topic influence $biox #1, software, lo, $xyz, $pypl, pypl, $glob, xyz, sum, mucho
Top accounts mentioned or mentioned by @tonycagex @quipuscapital @andresitotubia1 @jorgebolsita @naya_accesorios @chiaproject @sorgente711 @sebadelsur1 @nievejuancito @nayaaccesorios @cnp1973 @mathfiles @qtrresearch @leevalueroach @axel_finanzas @valcosecurities @alandavidok @gflunfels @gustavoflandria @superno26564998
Top assets mentioned Block, Inc. (XYZ) PayPal Holdings Inc (PYPL) GLOBANT S.A. (GLOB) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL) Banco Bradesco S.A. American Depositary Shares (BBD) Nokia Corporation (NOK) Stellantis N.V. (STLA) Lithium Americas Corp. Common Shares (LAC) Chia (XCH) Banco BBVA Argentina S.A. (BBAR) Salesforce Inc (CRM) Now Coin (NOW) Strategy (MSTR) Adobe, Inc. (ADBE)
Top posts by engagements in the last [--] hours
"Vend algo de $TV y $BBD para sumar 1% de cartera en $NOK y en $STLA"
X Link 2025-07-29T14:15Z [---] followers, [---] engagements
"$MLEC +10% controlante de $BIOX"
X Link 2025-09-11T20:04Z [---] followers, [---] engagements
"Gastos de marketing: 2024: $26.385M 2025: $44.224M (+677%) Saltos en: staff (+69%) seguros (+380%) publicidad (+81%) fletes (+29%) fees profesionales (+141%)"
X Link 2025-09-12T04:20Z [---] followers, [---] engagements
"Saluden a $LAC la hermana escindida de Lithium Argentina ( $LAR ) que se va. Sube 75% en el after. Originalmente ambas formaban $LAAC lithium americas pero se dividieron en dos"
X Link 2025-09-23T20:46Z [---] followers, [----] engagements
"$BIOX +7% en el after en este momento us$ 1.65"
X Link 2025-10-14T20:58Z [---] followers, [---] engagements
"Yes Bram you are so greedy that your prefarm is [--] years worth of farming. And the most affected are the $xch holders. #chia #xch https://x.com/bramcohen/status/1528093513761427456t=AVn6nf9W_VEpecV7Ai794w&s=19 @chia_project @sorgente711 After [--] year prefarm still 90% of total $xch supply. Are these the greediest devs ever https://t.co/mrDabb1rFV https://x.com/bramcohen/status/1528093513761427456t=AVn6nf9W_VEpecV7Ai794w&s=19 @chia_project @sorgente711 After [--] year prefarm still 90% of total $xch supply. Are these the greediest devs ever https://t.co/mrDabb1rFV"
X Link 2022-05-22T02:50Z [---] followers, [--] engagements
"@QuipusCapital Didn't know of the existence of $LVRO seems quite interesting. I'll be looking into it. Thanks"
X Link 2025-10-15T15:04Z [---] followers, [--] engagements
"$BIOX controla los eventos regulatorios la produccin de semillas las sublicencias y la comercializacin global de HB4 en base a acuerdos de licencia exclusivos otorgados por Bioceres Group"
X Link 2026-02-04T11:15Z [---] followers, [---] engagements
"Dursimo chatgpt con $BIOX 🫡"
X Link 2026-02-05T20:27Z [---] followers, [---] engagements
"@Andresitotubia1 Toda la posicin fue comprada previo a las elecciones de medio trmino a fines del ao pasado. Igual con $BBAR $TGNO etc"
X Link 2026-02-04T10:55Z [---] followers, [---] engagements
"Sum alguito de $XYZ a la cartera. Y ms $GLOB"
X Link 2026-02-12T19:57Z [---] followers, [---] engagements
"@Sebadelsur1 Ojo tengo mucho ms que eso. Esta es mi cartera en este momento a precios de mercado"
X Link 2026-02-02T17:58Z [---] followers, [--] engagements
"Que locura No s si ma o del mercado 🤔"
X Link 2026-02-03T19:16Z [---] followers, [---] engagements
"@NieveJuancito Y agrego algo que puede sonar cursi: [--] aos de know-how en el rubro slo contando Bioceres"
X Link 2026-02-04T00:34Z [---] followers, [--] engagements
"Sinceramente me cuesta entender la movida. Vendieron 1.4% de $BIOX en slo [--] das hasta ayer inclusive. Eso explica gran parte del volumen reciente. Sartori an tiene el 15%. Pero remat [---] % a prdida perdiendo casi us$ [--] milln en la operacin"
X Link 2026-02-05T23:17Z [---] followers, [---] engagements
"@tonycagex Pero cul es tu teora se estaf slo Lo estn obligando a tirarse un tiro en el pi No entiendo"
X Link 2026-02-05T23:29Z [---] followers, [---] engagements
"An no puse un centavo pero empec a mirar $XYZ. A primera vista luce atractiva"
X Link 2026-02-06T17:14Z [---] followers, [---] engagements
"AIC no consolida informacin contable se $BIOX por tener solo el 15%. Pero. Habrn vendido el 1.4% para mejorar algn ratio contable al que estn expuestos por contrato Es una idea volada. Pero no encuentro buenas teoras. Los leo"
X Link 2026-02-08T22:44Z [---] followers, [----] engagements
"@Naya_Accesorios $NOW y $CRM las v por encima lucen mucho ms atractivas que hace unos meses pero no llegan a convencerme an"
X Link 2026-02-10T19:00Z [---] followers, [---] engagements
"Me dieron ganas de investigar un poco a $MSTR 😃. Estuve mirando $AGRO interesante pero bastante deuda y an tiene que pagar unos us$ [---] millones por profertil"
X Link 2026-02-05T20:13Z [---] followers, [---] engagements
"Denme empresas de software obsoletas segn narrativa dominante con buenos ratios deuda neta negativa alto FCF/papel. Yo las recibo. 🖖"
X Link 2026-02-09T21:39Z [---] followers, [----] engagements
"El fondo DRACO tena el 5% aprox de $BIOX. Lo liquid y se qued sin nada. Explica tambin el gran volumen de ventas"
X Link 2026-02-12T23:24Z [---] followers, [----] engagements
"@CNP1973 Buena pregunta"
X Link 2026-02-12T23:45Z [---] followers, [---] engagements
"Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏"
X Link 2026-02-08T19:25Z 145.6K followers, 246.8K engagements
"History is doing what it always does. When a handful of mega-cap stocks account for an outsized share of index performance fragility builds beneath the surface. That kind of concentration is not a feature of durable bull markets. And dont forget: US equities versus the rest of the world remain near extreme levels of dominance. That imbalance hasnt even begun to fully unwind. At every peak investors invent sophisticated explanations for why old rules no longer apply. It never ends well. When positioning is one-sided it doesnt take much to trigger rotation. For me the real question isnt what"
X Link 2026-02-14T18:28Z 299.5K followers, 61.4K engagements
"Nothing shows a man's character more than what he laughs at. - Goethe"
X Link 2026-02-14T09:08Z 697.3K followers, 108.6K engagements
""You can teach a physicist finance but you cannot teach a finance person physics." - Jim Simons"
X Link 2026-02-13T17:04Z 102.3K followers, 844.3K engagements
"@Math_files"
X Link 2026-02-14T08:05Z [----] followers, 103K engagements
"Avoid working directly under somebody you dont admire and dont want to be like. Charlie Munger"
X Link 2026-02-13T09:52Z 738K followers, 81.9K engagements
"El fondo DRACO tena el 5% aprox de $BIOX. Lo liquid y se qued sin nada. Explica tambin el gran volumen de ventas"
X Link 2026-02-12T23:24Z [---] followers, [----] engagements
"Sum alguito de $XYZ a la cartera. Y ms $GLOB"
X Link 2026-02-12T19:57Z [---] followers, [---] engagements
"Adobe trades at a 11.3x P/FCF. This is the lowest valuation Adobe has traded in more than [--] years. That's 66% discount to the historical-norm. $ADBE"
X Link 2026-02-10T12:10Z 24.1K followers, 23.4K engagements
"This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts"
X Link 2026-02-10T23:58Z 16.6K followers, 123.3K engagements
"Con esta me hago odiar: No hay regla bolsera ms absurda que "no promediar a la baja". Promediar al alza s Porque las compras suelen ser promedios. Si un activo es atractivo a cierto precio ms an lo ser a menor precio mientras no haya cambiado la tesis de inversin"
X Link 2026-02-10T15:08Z [---] followers, [---] engagements
"Denme empresas de software obsoletas segn narrativa dominante con buenos ratios deuda neta negativa alto FCF/papel. Yo las recibo. 🖖"
X Link 2026-02-09T21:39Z [---] followers, [----] engagements
"RT @QTRResearch: who wants to own venmo $GOOG $AAPL $PYPL was $71.5B EV [--] months ago today it's $37B 7.6x forward PE 4.7x EV/EBITDA g"
X Link 2026-02-09T21:34Z [---] followers, [--] engagements
"who wants to own venmo $GOOG $AAPL $PYPL was $71.5B EV [--] months ago today it's $37B 7.6x forward PE 4.7x EV/EBITDA gushing cash $6.4B CFFO ltm just 2x EBITDA debt cc @leevalueroach"
X Link 2026-02-09T20:52Z 291.3K followers, 80.2K engagements
"Las noticias sobre la "destruccin" del valor de las empresas de software acapara mi atencin. Busco oportunidades para comprar. Pero con todo lo que cayeron no parece haber tantas "gangas". Los precios estaban muy inflados"
X Link 2026-02-09T13:04Z [---] followers, [---] engagements
"BREAKING: A statement announcing Jeffrey Epstein's death has been found in the recent Epstein files but it's dated a day before he killed himself in his cell per the DM"
X Link 2026-02-08T19:37Z 3.2M followers, 2.2M engagements
"FOBO is the new FOMO. 📉 Fear Of Becoming Obsolete is ripping through the software sector. We are moving from "Generative AI" (tools) to "Agentic AI" (replacements). If your SaaS product just digitizes a process Anthropics Opus [---] just made you vulnerable. The "moat" is gone"
X Link 2026-02-07T19:58Z 365.2K followers, 185.4K engagements
"AIC no consolida informacin contable se $BIOX por tener solo el 15%. Pero. Habrn vendido el 1.4% para mejorar algn ratio contable al que estn expuestos por contrato Es una idea volada. Pero no encuentro buenas teoras. Los leo"
X Link 2026-02-08T22:44Z [---] followers, [----] engagements
"The best way out is always through"
X Link 2026-02-08T14:22Z 13.4K followers, [---] engagements
"PayPal $PYPL went from market darling to market punching bag. Narrative collapsed. Multiple compression. Everyone moved on. But underneath the chaos you still have massive free cash flow billions in buybacks and a core payments network touching hundreds of millions of users. Sometimes deep value is just yesterdays growth stock after sentiment breaks. https://twitter.com/i/web/status/2020582017717444918 https://twitter.com/i/web/status/2020582017717444918"
X Link 2026-02-08T19:34Z 16.6K followers, 14.9K engagements
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/creator/twitter::socaz