#  @stockgutter SG
SG posts on X about dividend, silver, more than, $serv the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::776983163365003264/interactions)

- [--] Week [------] -23%
- [--] Month [-------] +43%
- [--] Months [---------] +142%
- [--] Year [---------] +124%
### Mentions: [--] [#](/creator/twitter::776983163365003264/posts_active)

- [--] Week [--] -33%
- [--] Month [---] +19%
- [--] Months [---] +25%
- [--] Year [-----] +61%
### Followers: [-----] [#](/creator/twitter::776983163365003264/followers)

- [--] Week [-----] +0.14%
- [--] Month [-----] +1.30%
- [--] Months [-----] +10%
- [--] Year [-----] +27%
### CreatorRank: [-------] [#](/creator/twitter::776983163365003264/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) 59.83% [finance](/list/finance) 35.04% [cryptocurrencies](/list/cryptocurrencies) 19.66% [technology brands](/list/technology-brands) 5.13% [automotive brands](/list/automotive-brands) 4.27% [countries](/list/countries) 3.42% [travel destinations](/list/travel-destinations) 1.71% [ncaa basketball](/list/ncaa-basketball) 0.85% [celebrities](/list/celebrities) 0.85% [financial services](/list/financial-services) 0.85%
**Social topic influence**
[dividend](/topic/dividend) #1028, [silver](/topic/silver) 4.27%, [more than](/topic/more-than) 4.27%, [$serv](/topic/$serv) 3.42%, [in the](/topic/in-the) 3.42%, [$beta](/topic/$beta) 2.56%, [breakout](/topic/breakout) 2.56%, [$wen](/topic/$wen) #18, [share](/topic/share) 2.56%, [dead](/topic/dead) 2.56%
**Top accounts mentioned or mentioned by**
[@biancoresearch](/creator/undefined) [@onodacapital](/creator/undefined) [@cryptadamist](/creator/undefined) [@goforgrubes2](/creator/undefined) [@negligiblecap](/creator/undefined) [@chickendaddy5](/creator/undefined) [@rubicon59](/creator/undefined) [@dorb2sq](/creator/undefined) [@pray4equity](/creator/undefined) [@yanisvaroufakis](/creator/undefined) [@calebhannan](/creator/undefined) [@n_hatami](/creator/undefined) [@jackmallers](/creator/undefined) [@barrons](/creator/undefined) [@marketplunger1](/creator/undefined) [@inthepixels](/creator/undefined) [@benzinga](/creator/undefined) [@adukethelw29489](/creator/undefined) [@kiantrades](/creator/undefined) [@friedoystercult](/creator/undefined)
**Top assets mentioned**
[OpenServ (SERV)](/topic/$serv) [Beta Finance (BETA)](/topic/$beta) [WEN Token (WEN)](/topic/$wen) [Shoulder Innovations, Inc. (SI)](/topic/$si) [Patria Investments Ltd. (PAX)](/topic/$pax) [BETA Technologies, Inc. (BETA)](/topic/beta-technologies) [Zevia PBC (ZVIA)](/topic/$zvia) [Knightscope, Inc. (KSCP)](/topic/$kscp) [retard to retired (R/R)](/topic/$rr) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [American Eagle Outfitters (AEO)](/topic/$aeo) [Zoom Video Communications Inc (ZM)](/topic/$zm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Western Union Co (WU)](/topic/$wu) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Xphere (XP)](/topic/$xp) [ADAMANT Messenger (ADM)](/topic/$adm) [Elite Express Holding Inc. (ETS)](/topic/$ets) [Jefferson Capital, Inc. (JCAP)](/topic/$jcap) [Faraday Future Intelligent Electric Inc. Common Stock (FFAI)](/topic/$ffai) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Vital Farms, Inc. (VITL)](/topic/$vitl) [Perrigo Company PLC (PRGO)](/topic/$prgo) [European Wax Center, Inc. (EWCZ)](/topic/$ewcz) [Beta Bionics, Inc (BBNX)](/topic/$bbnx) [GoldPro Token (GPRO)](/topic/$gpro) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [Dingdong (Cayman) Limited (DDL)](/topic/$ddl) [PepsiCo, Inc. (PEP)](/topic/$pep) [Portilloโs Inc. (PTLO)](/topic/$ptlo) [Bitcoin (BTC)](/topic/bitcoin) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$xxi) [Oklo Inc. (OKLO)](/topic/$oklo) [Erasca, Inc. (ERAS)](/topic/$eras) [GameStop, Corp. (GME)](/topic/$gme) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Qorvo Inc (QRVO)](/topic/$qrvo)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$PRGO almost back at [----] lows. In August it reaffirmed guidance and expectations for a stronger second half. But after the last few years Perrigo will have to prove itself not just guide for a turnaround"
[X Link](https://x.com/stockgutter/status/1985101429376442454) 2025-11-02T21:47Z [----] followers, [----] engagements
"$EWCZ beats estimates grows earnings and same-store sales and reaffirms guidance. Cheap AF. I like/own going into year-end"
[X Link](https://x.com/stockgutter/status/1988624454222557495) 2025-11-12T15:06Z [----] followers, [---] engagements
"correction: the ticker for Beta Bionics is $BBNX. $BETA is for Beta Technologies a maker of eVTOL and eCTOL aircraft and components"
[X Link](https://x.com/stockgutter/status/1996932729502642556) 2025-12-05T13:20Z [----] followers, [---] engagements
"It has been ages since I looked at $GPRO but I just pulled up a chart because it seems to me that everything being said about $IRBT today was said about GoPro a while ago. I was stunned to see that GPRO appears to have bottomed (weekly chart below). Any good places to start catching up on this stock https://twitter.com/i/web/status/1996936259516641429 https://twitter.com/i/web/status/1996936259516641429"
[X Link](https://x.com/stockgutter/status/1996936259516641429) 2025-12-05T13:34Z [----] followers, [----] engagements
"$ZIP ZipRecruiter is a share cannibal and interesting on some measures but why does it carry so much debt It has the cash to pay most of it off and an internet recruiting business shouldn't be that capital intensive"
[X Link](https://x.com/stockgutter/status/1998194740320456954) 2025-12-09T00:55Z [----] followers, [----] engagements
"High volume breakout today in $DDL. Hmm"
[X Link](https://x.com/stockgutter/status/2001426795875168769) 2025-12-17T22:58Z [----] followers, [---] engagements
"Stevia-based soft drink maker $ZVIA hits 52-week low. imo its window has closed -- Poppi and Ollipop claimed the "healthier" soda market"
[X Link](https://x.com/stockgutter/status/2008365272772571623) 2026-01-06T02:29Z [----] followers, [----] engagements
"EV/S even lower but the problem is that $ZVIA has a track record of failure. Zevia has been public for [--] years and has never scaled to the point needed. Even if it gets in more doors it has to compete with better-funded better-managed "healthier soda" companies. I don't think it will win that fight. Some might say it will be bought out and it might be. But by who Pepsi already owns Poppi and Ollipop is the darling independent brand. Zevia doesn't have enough shelf space to warrant a buyout from Coke or Keurig Dr. Pepper. Maybe $FIZZ (known for LaCroix but also home to some orphaned low-shelf"
[X Link](https://x.com/stockgutter/status/2008549592795627959) 2026-01-06T14:41Z [----] followers, [---] engagements
"I'm a little surprised about how taken the valuetwit crowd is with $PTLO when $WEN makes $ pays a fat dividend and has been steadily shrinking its share count. Long WEN"
[X Link](https://x.com/stockgutter/status/2008668293029392646) 2026-01-06T22:33Z [----] followers, [----] engagements
"Maybe @jackmallers should skip the attempted pivot to geopolitical analyst and focus on $XXI Venezuela isnt about oil. Its about critical minerals and territory where China Iran and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things with real constraints. We'll all need real money. Buy bitcoin. https://t.co/h7d9K22M3j Venezuela isnt about oil. Its about critical minerals and territory where China Iran and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things"
[X Link](https://x.com/stockgutter/status/2009654900926697838) 2026-01-09T15:54Z [----] followers, [----] engagements
"best way to play $FUTU $TIGR Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo"
[X Link](https://x.com/stockgutter/status/2010800473356517502) 2026-01-12T19:46Z [----] followers, [----] engagements
"mostly via short calls: $SERV - now has [----] robocoolers (a huge increase y-o-y). Don't think the economics will live up to the hype. Expect large increase in cash burn next two quarters. $AZ - similar story in self-checkout shopping cart modules $OKLL - selling calls on this 2x ETF is my preferred way to express downside trade on OKLO. Also benefits if stock says the same or chops around https://twitter.com/i/web/status/2011084249974059337 https://twitter.com/i/web/status/2011084249974059337"
[X Link](https://x.com/stockgutter/status/2011084249974059337) 2026-01-13T14:33Z [----] followers, [---] engagements
"$ERAS doubt that HC Wainwright push carries this much further"
[X Link](https://x.com/stockgutter/status/2012146258761416988) 2026-01-16T12:53Z [----] followers, [---] engagements
"Will be watching this field in [----]. Last week $WATT announced results that while still modest were much better than I expected. Is this the year that wireless energy transmission gains traction ๐จ: Finland successfully transmits electric power through the air without using physical wires. Scientists successfully transmitted electricity through air using ultrasonic sound waves and laser beams. Finland is positioning itself at the forefront of a wireless energy https://t.co/RxX09clqfz ๐จ: Finland successfully transmits electric power through the air without using physical wires. Scientists"
[X Link](https://x.com/stockgutter/status/2013287916726792254) 2026-01-19T16:30Z [----] followers, [----] engagements
"Must be frustrating to be $KSCP and watch other unprofitable robotics companies like $RR $SERV with much less revenue be valued at several hundred million while its EV is under $35m"
[X Link](https://x.com/stockgutter/status/2014454324861034697) 2026-01-22T21:45Z [----] followers, [----] engagements
"$IBKR Peterffly proposals to crimp short-sellers to avoid a redux of $GME squeeze courtesy of @barrons. Misguided imo. [--]. They don't address the options side and Gamestop was at least as much a gamma squeeze as a short squeeze. [--]. These rules could be used to engineer shakeouts. Seem like they would increase not decrease manipulative behavior. https://twitter.com/i/web/status/2015073008294183109 https://twitter.com/i/web/status/2015073008294183109"
[X Link](https://x.com/stockgutter/status/2015073008294183109) 2026-01-24T14:43Z [----] followers, [----] engagements
"$INMD takeout rumor real or bs I suspect real but that's just a guess. Rumored $1.1B price is quite low given the company has $532m cash is profitable and has revenue over $350m/yr. Would likely get a competing bid imo. I wonder if the fund's end game is leverage to force management to deploy that cash for either a huge buyback or dividend. https://twitter.com/i/web/status/2015880679506973151 https://twitter.com/i/web/status/2015880679506973151"
[X Link](https://x.com/stockgutter/status/2015880679506973151) 2026-01-26T20:13Z [----] followers, [----] engagements
"$QRVO is a true share cannibal rarely seen in the semiconductor sector. Down about 11% pre-market on a disappointing earnings report. ๐ค"
[X Link](https://x.com/stockgutter/status/2016472154628333685) 2026-01-28T11:23Z [----] followers, [----] engagements
"@negligible_cap yes just thought it was strange that $AEO didn't do everything in its power to bring SYRN under its tent. Maybe it did but failed"
[X Link](https://x.com/stockgutter/status/2016589687603826782) 2026-01-28T19:10Z [----] followers, [---] engagements
"Massive insider sales at $NNE per Form 144s. No form 4s yet but should see later this week. Jaisun Garcha: $2643750 James Walker: $6873750"
[X Link](https://x.com/stockgutter/status/2016626145110769681) 2026-01-28T21:35Z [----] followers, [---] engagements
"update: Steel Partners filing says it did bid for 51% of $INMD shares at $18 but was rebuffed. Terrible price structure weak partner imo. If put to a shareholder vote I think would be soundly rejected"
[X Link](https://x.com/stockgutter/status/2016838295355818395) 2026-01-29T11:38Z [----] followers, [---] engagements
"$BC Brunswick announces Q4 sales up y-o-y for all segments shatters the "boating pullback" thesis you see here every few months. Brunswick is a share cannibal. Considering"
[X Link](https://x.com/stockgutter/status/2016844210624737379) 2026-01-29T12:01Z [----] followers, [---] engagements
"Comcast $CMCSA results are good enough imo. I own a bit of the world's most-hated company covered by calls. $CMCSA Q4 '25: Revenue $32.3b up 1.2% YoY Adj. EPS $0.84 down 12.4% FCF $4.4b up 34% Wireless: 1.5m net adds 9.3m total lines Peacock: 44m subscribers +22% YoY Epic Universe driving strong results PR: https://t.co/cbkRqgFrMw https://t.co/NdcZRypSM9 $CMCSA Q4 '25: Revenue $32.3b up 1.2% YoY Adj. EPS $0.84 down 12.4% FCF $4.4b up 34% Wireless: 1.5m net adds 9.3m total lines Peacock: 44m subscribers +22% YoY Epic Universe driving strong results PR: https://t.co/cbkRqgFrMw"
[X Link](https://x.com/stockgutter/status/2016849597159682265) 2026-01-29T12:23Z [----] followers, [----] engagements
"Looks like Hunterbrook caught $RR in a fib https://hntrbrk.com/richtech-robotics/ https://hntrbrk.com/richtech-robotics/"
[X Link](https://x.com/stockgutter/status/2017277021034811492) 2026-01-30T16:41Z [----] followers, [---] engagements
"$SOUN just collapsing here despite positive pr. I remain short"
[X Link](https://x.com/stockgutter/status/2017292653142958534) 2026-01-30T17:43Z [----] followers, [----] engagements
"One thing we often see in topping formations: on an hourly chart the highest volume bars are consistently down bars. This happened in $SI #silver all week before the breakdown"
[X Link](https://x.com/stockgutter/status/2017598253340995645) 2026-01-31T13:58Z [----] followers, [----] engagements
"@biancoresearch @Chickendaddy5 but what would the NAV be if calculated at Friday eod I thought it was based on the price from the London fix (much earlier in the day). Seems possibly a contemporaneity issue This is from iShares $SLV prospectus"
[X Link](https://x.com/stockgutter/status/2017724748847800546) 2026-01-31T22:20Z [----] followers, [----] engagements
"@biancoresearch @Chickendaddy5 respectfully iShares says otherwise"
[X Link](https://x.com/stockgutter/status/2017727058227417243) 2026-01-31T22:29Z [----] followers, [---] engagements
"Haven't owned $ZM for a while but like the multi-year flat bottom recent breakout and reasonable valuation. May buy this week"
[X Link](https://x.com/stockgutter/status/2017974648181236044) 2026-02-01T14:53Z [----] followers, [----] engagements
"@marketplunger1 same ( $ZM )"
[X Link](https://x.com/stockgutter/status/2018375707928179094) 2026-02-02T17:27Z [----] followers, [---] engagements
"$PYPL disappoints again $PYPL PayPal reports Q4 adjusted EPS $1.23 consensus $1.29Reports Q4 revenue $8.68B consensus $8.79B. $PYPL PayPal reports Q4 adjusted EPS $1.23 consensus $1.29Reports Q4 revenue $8.68B consensus $8.79B"
[X Link](https://x.com/stockgutter/status/2018657373095969155) 2026-02-03T12:06Z [----] followers, [----] engagements
"$FUBO earnings reverse-split etc. feels like they are trying to cram as much of the negatives into this release as possible. This will be a show me story. No position"
[X Link](https://x.com/stockgutter/status/2018693210399187098) 2026-02-03T14:29Z [----] followers, [---] engagements
"@inthepixels Interesting bull case for $PYPL but it says more about what new CEO Lores wants than he is likely to get. Why won't most payment rails be available agentically Won't agents be able to route via price forcing further commoditization"
[X Link](https://x.com/stockgutter/status/2018752356754563127) 2026-02-03T18:24Z [----] followers, [---] engagements
"Can someone smarter than me please explain why $YEXT 's basic sharecount is about 95% of its fully diluted count but its EPS (basic) is 5x its EPS (diluted)"
[X Link](https://x.com/stockgutter/status/2018772176313135596) 2026-02-03T19:42Z [----] followers, [----] engagements
"$FJET latest puff piece on @Benzinga might leave you confused. It refers to "operationalizing access" to a well-established launch concept and existing customers like GE and Lockheed Martin. Big customers and operations sure makes it sound like the company has at least some revenue right Nope. Latest 10-Q reports zero revenue. Not a penny. https://www.benzinga.com/markets/tech/26/02/50337112/move-over-spacex-this-startup-launches-rockets-from-supersonic-fighter-jets-exclusive"
[X Link](https://x.com/stockgutter/status/2019023837795324175) 2026-02-04T12:22Z [----] followers, [----] engagements
"company still has not responded even to multiple email inquiries. What are you hiding $SERV still have not received an answer on this. Did $SERV buy Autocado or not cc @AdukeThelw29489 still have not received an answer on this. Did $SERV buy Autocado or not cc @AdukeThelw29489"
[X Link](https://x.com/stockgutter/status/2019098577352667321) 2026-02-04T17:19Z [----] followers, [----] engagements
"@kiantrades agree that these YieldMax ETFs are going to look pretty bad going forward but on a total return basis its pretty close to the $MSTR underlying today"
[X Link](https://x.com/stockgutter/status/2019107129148191118) 2026-02-04T17:53Z [----] followers, [---] engagements
"$SI #silver has been making a series of higher lows and higher highs on much lighter volume than last week. I'm keeping an open mind - breakouts could happen in either direction. But in my experience consolidation usually breaks to the last direction of violence (here to the downside). https://twitter.com/i/web/status/2019195947406811479 https://twitter.com/i/web/status/2019195947406811479"
[X Link](https://x.com/stockgutter/status/2019195947406811479) 2026-02-04T23:46Z [----] followers, [---] engagements
"$WU watching for a breakout above $10 $WU $IMXI will be an incredible combination imo. I don't own enough. $WU $IMXI will be an incredible combination imo. I don't own enough"
[X Link](https://x.com/stockgutter/status/2019210062540193893) 2026-02-05T00:42Z [----] followers, [----] engagements
"@friedoystercult couldn't find that but this is from a "don't buy WU" article in thestreet .com 2014"
[X Link](https://x.com/stockgutter/status/2019229217972711542) 2026-02-05T01:58Z [----] followers, [--] engagements
"$SI #silver has traded in a nearly $30 range over the past [--] hours--crazy"
[X Link](https://x.com/stockgutter/status/2019566998599115011) 2026-02-06T00:21Z [----] followers, [---] engagements
"@rubicon59 true. wasn't trying to suggest you got this wrong just contrasting your (correct) take on $TEAM sbc with others' sweeping disregard. Sorry if it came across otherwise"
[X Link](https://x.com/stockgutter/status/2019609001215029631) 2026-02-06T03:08Z [----] followers, [---] engagements
"$FCUV reverse splits 1:10 on Monday so will be low float until it issues more (it will). Sometimes momo traders try to squeeze these"
[X Link](https://x.com/stockgutter/status/2019737534620946804) 2026-02-06T11:38Z [----] followers, [---] engagements
"Once hot security robot-maker $KSCP sinks to new lows. Still very unprofitable but only 2x EV/S (note: chart is split-adjusted). Its rough out there for these former story stocks when they lose their sheen. We are starting to see this play out with $ACHR $SERV etc. I suspect its coming for the SMR hypecos next. https://twitter.com/i/web/status/2019741563262321048 https://twitter.com/i/web/status/2019741563262321048"
[X Link](https://x.com/stockgutter/status/2019741563262321048) 2026-02-06T11:54Z [----] followers, [---] engagements
"$SMRT preliminary results show improvement: first y-o-y revenue growth in several quarters and nearing cash flow breakeven. I'm involved via options. SmartRent $SMRT delivers revenue growth and achieves run-rate cash flow neutrality in Q4 [----] ๐ Key focus on cost discipline and growth for [----]. #SmartRent #FinancialResults $SPG $PSA $AVB $EQR $UDR https://t.co/LaZjmJUvGo SmartRent $SMRT delivers revenue growth and achieves run-rate cash flow neutrality in Q4 [----] ๐ Key focus on cost discipline and growth for [----]. #SmartRent #FinancialResults $SPG $PSA $AVB $EQR $UDR https://t.co/LaZjmJUvGo"
[X Link](https://x.com/stockgutter/status/2019822435609244019) 2026-02-06T17:16Z [----] followers, [---] engagements
"How exactly is this different than when Boston College basketball players shaved points Giannis made up a rumor that he would leave the Bucks causing people to bet a total of $23M as to whether/where he would go on Kalshi an unregulated gambling/insider trading platform. He stays in Milwaukee and comes out today as a Kalshi stakeholder. https://t.co/utLgv6ncPk Giannis made up a rumor that he would leave the Bucks causing people to bet a total of $23M as to whether/where he would go on Kalshi an unregulated gambling/insider trading platform. He stays in Milwaukee and comes out today as a"
[X Link](https://x.com/stockgutter/status/2020121667314287060) 2026-02-07T13:05Z [----] followers, [----] engagements
"dumb @koyfincharts question: if I have a chart template that I want to thumb through for a watchlist I know that I pull up the template then click the right-panel watchlist icon. What is the keyboard shortcut that most quickly moves to the next watchlist item Tried arrows spacebar. Neither worked. ๐ https://twitter.com/i/web/status/2020144364479983754 https://twitter.com/i/web/status/2020144364479983754"
[X Link](https://x.com/stockgutter/status/2020144364479983754) 2026-02-07T14:35Z [----] followers, [----] engagements
"$HIMS long-term view. The blue line is where I would get interested on the long side"
[X Link](https://x.com/stockgutter/status/2020856989367087427) 2026-02-09T13:47Z [----] followers, [---] engagements
"@Khanosis lol ok. Believe what you choose"
[X Link](https://x.com/stockgutter/status/2021047856547709015) 2026-02-10T02:25Z [----] followers, [--] engagements
"$OSCR wtf happened to medical loss ratio in Q4 and how does company expect to get it below 83% in [----] Stock is up pre-market but to me this is a potential problem that needs an explanation. Last Q they said MLR was stabilizing as utilization turned into a "tailwind." Guess not. https://twitter.com/i/web/status/2021194351389409666 https://twitter.com/i/web/status/2021194351389409666"
[X Link](https://x.com/stockgutter/status/2021194351389409666) 2026-02-10T12:07Z [----] followers, [----] engagements
"@dorb2sQ MLR spike seems completely inconsistent to me with what Blackley said at UBS conference on Nov 10"
[X Link](https://x.com/stockgutter/status/2021226299839103286) 2026-02-10T14:14Z [----] followers, [--] engagements
"Bondi: who cares about justice for Epstein victims The Dow is at [-----] Karma: we can fix that"
[X Link](https://x.com/stockgutter/status/2022018974301536386) 2026-02-12T18:44Z [----] followers, [----] engagements
"Have not owned $XP for a while but after reviewing yesterday's earnings call I'm interested again. XP is largely a play on the Brazilian retail investor though it also is involved in insurance credit cards institutional investing and investment banking. Top line grew 8% bottom line 15%. There were some negatives as well: retail margins compressed and the Company says [----] may slightly miss prior guidance: "the number to get at the bottom of the guidance this year is 17% the growth for revenues for [----]. So as we have been talking it's not going to be easy but if we miss it's going to be by a"
[X Link](https://x.com/stockgutter/status/2022294471124066727) 2026-02-13T12:59Z [----] followers, [---] engagements
"new $WEN logo"
[X Link](https://x.com/stockgutter/status/2022301213887176791) 2026-02-13T13:25Z [----] followers, [---] engagements
"@OnodaCapital you mean internal comps or Brex exit comp"
[X Link](https://x.com/stockgutter/status/2022317302998278456) 2026-02-13T14:29Z [----] followers, [---] engagements
"Longtime holding $ADM reported mixed but somewhat disappointing results. Guidance was fine. Most importantly ADM told investors the signal to watch: biofuels division has strong upside if E15 gets passed"
[X Link](https://x.com/stockgutter/status/2018696113813913866) 2026-02-03T14:40Z [----] followers, [---] engagements
"@ConnorJBates_ take a look at the performance of $KORU the 3x Korea ETF. Wow"
[X Link](https://x.com/stockgutter/status/2021699317862486339) 2026-02-11T21:34Z [----] followers, [---] engagements
"$MMS The CEO at Maximus (MMS) bought $250k of the stock after the stocks 20% post-earnings dip. The CFO also bought two days ago. https://t.co/q4DFIMMNM4 The CEO at Maximus (MMS) bought $250k of the stock after the stocks 20% post-earnings dip. The CFO also bought two days ago. https://t.co/q4DFIMMNM4"
[X Link](https://x.com/stockgutter/status/2021975685729055011) 2026-02-12T15:52Z [----] followers, [----] engagements
"๐คฎ $WEN report is just awful I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN"
[X Link](https://x.com/stockgutter/status/2022300388141973599) 2026-02-13T13:22Z [----] followers, [----] engagements
"@OnodaCapital Ramp was last valued at $32B (Nov 25) and continues to grow. $100B seems realistic over time no not a rabois fan but he has had worse takes"
[X Link](https://x.com/stockgutter/status/2022314648217735503) 2026-02-13T14:19Z [----] followers, [---] engagements
"tariff ruling on OpEx friday could be interesting Supreme Court Schedules Opinions on Feb. [--] as Tariff Case Looms - Bloomberg https://t.co/40ewTl2FnE Supreme Court Schedules Opinions on Feb. [--] as Tariff Case Looms - Bloomberg https://t.co/40ewTl2FnE"
[X Link](https://x.com/stockgutter/status/2022347855688835097) 2026-02-13T16:31Z [----] followers, [---] engagements
"@Pray4Equity shouldn't management return money to shareholders via repurchases when the share price is low and dividends when the share price is high Flip-flopping because the stock is in the cellar would just confirm they are rudderless imo"
[X Link](https://x.com/stockgutter/status/2022355442111037651) 2026-02-13T17:01Z [----] followers, [--] engagements
"Any good writeups on $CMSG This is the crypto mining company in which Horizon Kinetics' Murray Stahl is involved"
[X Link](https://x.com/stockgutter/status/1950917590848569706) 2025-07-31T13:52Z [----] followers, [----] engagements
"Ovintiv $OVV renews its share buyback plan under which it repurchased more than 7m shares in the last [--] months"
[X Link](https://x.com/stockgutter/status/1972972484753555797) 2025-09-30T10:31Z [----] followers, [----] engagements
"Recent trucking IPO $ETS down 80% in last [--] weeks to a market cap below $10M. Just raised more than $13M. Unprofitable but cash burn is fairly modest. Company operates a small fleet of trucks for FedEx Ground. ๐ค https://twitter.com/i/web/status/1986849392955949373 https://twitter.com/i/web/status/1986849392955949373"
[X Link](https://x.com/stockgutter/status/1986849392955949373) 2025-11-07T17:33Z [----] followers, [----] engagements
"This risk may follow through to Beta Bionics $BETA which uses CGMs including Abbott's as part of a closed loop "artificial pancreas" by combining with an insulin pump and software. The FDA is warning people to stop using certain types of glucose monitor sensors after the company that makes them Abbott Diabetes Care said the devices were linked to seven deaths and more than [---] injuries. https://t.co/gVtQcvXts4 The FDA is warning people to stop using certain types of glucose monitor sensors after the company that makes them Abbott Diabetes Care said the devices were linked to seven deaths and"
[X Link](https://x.com/stockgutter/status/1996914452785230326) 2025-12-05T12:08Z [----] followers, [----] engagements
"like this $NXGL news. I am long. $NXGL just unlocked the "Hidden Asset." ๐ The Spin-Off news changes the valuation math immediately. They are carving out the Rx Drug Delivery assets into "NexGelRx"but look at the terms: - The Retain: NexGel keeps 19.99% equity (non-dilutive). - The Cash: They get a 5% $NXGL just unlocked the "Hidden Asset." ๐ The Spin-Off news changes the valuation math immediately. They are carving out the Rx Drug Delivery assets into "NexGelRx"but look at the terms: - The Retain: NexGel keeps 19.99% equity (non-dilutive). - The Cash: They get a 5%"
[X Link](https://x.com/stockgutter/status/1999131578715255163) 2025-12-11T14:58Z [----] followers, [----] engagements
"@WaterworldCapi1 financial advice of all varieties esp: - tax planning $HRB etc - stock newsletters $MKTW blockbuster non-AI IPOs radio broadcasting (political push) adtech recovery"
[X Link](https://x.com/stockgutter/status/2005724060807053787) 2025-12-29T19:34Z [----] followers, [---] engagements
"have to admit I took a few lumps from this list in [----] (my own analysis to blame not any reccos from others) $GAMB $PLCE [--] Worst YB Elite Investor Pitches in 2025: $IVFH -83% $THRY (3x) -67% $INT.ST -65% $PLCE -64% $GAMB -63% $GFP.TO -60% $CFC.DE -60% $PSFE -59% $BRAG.TO -52% $PAR -51% [--] of these pitches were from incredibly successful investors that you all know (and they crushed it this year) [--] Worst YB Elite Investor Pitches in 2025: $IVFH -83% $THRY (3x) -67% $INT.ST -65% $PLCE -64% $GAMB -63% $GFP.TO -60% $CFC.DE -60% $PSFE -59% $BRAG.TO -52% $PAR -51% [--] of these pitches were from"
[X Link](https://x.com/stockgutter/status/2006090007443055052) 2025-12-30T19:48Z [----] followers, [----] engagements
"$JCAP down about 10% on news of a 10m share secondary from selling stockholders (mostly JC Flowers) of which Jefferson Capital itself will repurchase and retire 3m shares. I continue to own/like JCAP and may buy more"
[X Link](https://x.com/stockgutter/status/2008569622782758990) 2026-01-06T16:01Z [----] followers, [----] engagements
"$JCAP all-time closing high yesterday. I continue to own and like overall. Watching expectations for declining EPS in [----] though. $JCAP down about 10% on news of a 10m share secondary from selling stockholders (mostly JC Flowers) of which Jefferson Capital itself will repurchase and retire 3m shares. I continue to own/like JCAP and may buy more. https://t.co/XerEl6VqR2 $JCAP down about 10% on news of a 10m share secondary from selling stockholders (mostly JC Flowers) of which Jefferson Capital itself will repurchase and retire 3m shares. I continue to own/like JCAP and may buy more."
[X Link](https://x.com/stockgutter/status/2011411679603724638) 2026-01-14T12:14Z [----] followers, [---] engagements
"Ag processors $ADM $BG both hit 52-week highs today and show no signs of stopping. I continue to like and own both"
[X Link](https://x.com/stockgutter/status/2011857590636933498) 2026-01-15T17:46Z [----] followers, [---] engagements
"Is bankruptcy consultant $FCN FTI Consulting forming a long-term cup-and-handle Going to take a quick look at this name especially because of its counter-cyclical nature (and share count reduction)"
[X Link](https://x.com/stockgutter/status/2014723364762325147) 2026-01-23T15:34Z [----] followers, [----] engagements
"Overheard in boardroom: Hey guys if we name our mining company "Blackrock" do you think people will buy our stock thinking we're associated with those other guys you too $BRCB ๐ #VRIC2026 Vancouver Blackrock Silver CEO @AndrewPollard85 and Executive Chairman Bill Howald receiving a OTC Top [--] plaque at the OTC Markets booth. Execution gets recognized. $BRC.V $BKRRF #Silver #MiningStocks #VRIC https://t.co/kYJlb7zQQc ๐ #VRIC2026 Vancouver Blackrock Silver CEO @AndrewPollard85 and Executive Chairman Bill Howald receiving a OTC Top [--] plaque at the OTC Markets booth. Execution gets recognized."
[X Link](https://x.com/stockgutter/status/2015895345918603670) 2026-01-26T21:11Z [----] followers, [----] engagements
"$NOAH is a Chinese wealth management firm that pays a high dividend (only 1x/yr though) and is buying back shares. Active clients and AUM are both growing. I like it and will continue to own as long as it performs. May also add above the blue line"
[X Link](https://x.com/stockgutter/status/2015929582566727904) 2026-01-26T23:27Z [----] followers, [---] engagements
"$FFAI says its launching robots. This failed EV/crypto/AI company would pivot to grapefruit if it became an investing meme"
[X Link](https://x.com/stockgutter/status/2016470392034976231) 2026-01-28T11:16Z [----] followers, [---] engagements
"@negligible_cap also competes with $AEO Aerie brand"
[X Link](https://x.com/stockgutter/status/2016585760997027863) 2026-01-28T18:54Z [----] followers, [---] engagements
"@Cryptadamist @yanisvaroufakis question: do you know of any ties between tether and $KSPI thanks"
[X Link](https://x.com/stockgutter/status/2017048135982264501) 2026-01-30T01:32Z [----] followers, [---] engagements
"@Cryptadamist @yanisvaroufakis appreciate the response and as a $KSPI shareholder I'm glad you know of no undisclosed tether problem there"
[X Link](https://x.com/stockgutter/status/2017049535218958823) 2026-01-30T01:37Z [----] followers, [---] engagements
"Looks possible that the first commercial integration of electric aircraft in US won't be from $JOBY or $ACHR . Surf Air Mobility says it is working with Hawaiian DOT to advance a pilot using $BETA 's ALIA electric aircraft in its Hawaiian commuter line Mokulee. ALIA is available in both eVTOL and eCTOL configurations--not sure which will be used here. Timing is not clear however. https://evtolinsights.com/surf-air-mobility-hawaii-department-of-transportation-and-beta-technologies-to-advance-electric-aviation-in-hawaii-with-eipp-application/"
[X Link](https://x.com/stockgutter/status/2017201899481469306) 2026-01-30T11:43Z [----] followers, [----] engagements
"not familiar with the aircraft appreciate your insights. While surf air might not be a great company Mokulelee does have real commuter traffic ("Flew approximately [-----] short flights in 2025.Flew approximately [------] passengers in 2025"). Sounds like an ideal operation for electric. Question: why do you think $JOBY was not selected for this pilot https://twitter.com/i/web/status/2017224493509292327 https://twitter.com/i/web/status/2017224493509292327"
[X Link](https://x.com/stockgutter/status/2017224493509292327) 2026-01-30T13:12Z [----] followers, [---] engagements
"this is going to be so entrenched by the time $GPCR comes out that it will be hard to displace imo even if the Structure pill becomes less vomitrocious. Novo Nordisk's Wegovy pill has hit more than [-----] US prescriptions in the second full week after its launch https://t.co/SKEAHDDapM https://t.co/yLUTkOf2xP Novo Nordisk's Wegovy pill has hit more than [-----] US prescriptions in the second full week after its launch https://t.co/SKEAHDDapM https://t.co/yLUTkOf2xP"
[X Link](https://x.com/stockgutter/status/2017295810631729209) 2026-01-30T17:56Z [----] followers, [----] engagements
"Remember when @chamath and his SPAC goons put out those cray-cray projections for $SPCE They said [----] EBITDA would be $274m. Fast forward to today. Virgin Galactic has never earned positive EBITDA does less than $2m/yr in sales and its entire enterprise value is less than $260m. Nice one chamath https://twitter.com/i/web/status/2017339149964234868 https://twitter.com/i/web/status/2017339149964234868"
[X Link](https://x.com/stockgutter/status/2017339149964234868) 2026-01-30T20:48Z [----] followers, [----] engagements
"I still like $PAX but moving into US small-market private equity ๐ฅบ"
[X Link](https://x.com/stockgutter/status/2018291081486512596) 2026-02-02T11:51Z [----] followers, [----] engagements
"At first glance $PAX Q4 [--] report looks good"
[X Link](https://x.com/stockgutter/status/2018646803059736947) 2026-02-03T11:24Z [----] followers, [---] engagements
"This is the chart of an old folks home operator not a silver miner or AI company. $BKD"
[X Link](https://x.com/stockgutter/status/2018726239348117953) 2026-02-03T16:40Z [----] followers, [---] engagements
"Finally read the @SnowCapResearch report on $PAX. It raises some serious questions. https://www.snowcapresearch.com/ https://www.snowcapresearch.com/"
[X Link](https://x.com/stockgutter/status/2019163176047136791) 2026-02-04T21:36Z [----] followers, [----] engagements
"$ORLY is a share cannibal. No position but I respect the execution. ๐จ $ORLY EARNINGS: [--] YEARS OF UNBROKEN GROWTH ๐จ O'Reilly Automotive just proved why its the GOAT of retail consistency. They just notched their 33rd straight year of positive comp sales. ๐งต๐ ๐ฐ THE Q4 PRINT: Revenue: $4.39B (Record finish to 2025) EPS: $0.71 (Narrow https://t.co/goShMlVmyM ๐จ $ORLY EARNINGS: [--] YEARS OF UNBROKEN GROWTH ๐จ O'Reilly Automotive just proved why its the GOAT of retail consistency. They just notched their 33rd straight year of positive comp sales. ๐งต๐ ๐ฐ THE Q4 PRINT: Revenue: $4.39B (Record"
[X Link](https://x.com/stockgutter/status/2019167770999398502) 2026-02-04T21:54Z [----] followers, [----] engagements
"@BamaBonds and on other later-to-market orals like $GPCR. By the time approved they will face a price war plus heavy advertising costs"
[X Link](https://x.com/stockgutter/status/2019177519673667985) 2026-02-04T22:33Z [----] followers, [---] engagements
"$OWL Holding my nose and buying here under $11.90. Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb"
[X Link](https://x.com/stockgutter/status/2019747070261727311) 2026-02-06T12:16Z [----] followers, [----] engagements
"$AN continues to be a share cannibal. 10% reduction in [----]. $AN Q4 '25: EPS $4.70 Adj EPS $5.08 Revenue $6.9b down 4% YoY FY25 revenue $27.6b up 3% Record After-Sales gross profit Adj Free Cash Flow $1b $785m share repurchases PR: https://t.co/6ta8UvNlxZ https://t.co/ceKtPCVDqh $AN Q4 '25: EPS $4.70 Adj EPS $5.08 Revenue $6.9b down 4% YoY FY25 revenue $27.6b up 3% Record After-Sales gross profit Adj Free Cash Flow $1b $785m share repurchases PR: https://t.co/6ta8UvNlxZ https://t.co/ceKtPCVDqh"
[X Link](https://x.com/stockgutter/status/2019756869514871040) 2026-02-06T12:55Z [----] followers, [---] engagements
"has anyone compiled a comprehensive list of stocks in which Trump his family or the US govt have a stake or role Some are obvious like $DJT; some less so like $OSCR (Kushner-backed). ๐"
[X Link](https://x.com/stockgutter/status/2019832463674282456) 2026-02-06T17:56Z [----] followers, [----] engagements
"$JRSH report was solid tracking other apparel manufacturers like $VFC. Pays a $.20/yr dividend and I think the results will get even better as the company expands facilities. I continue to like/own"
[X Link](https://x.com/stockgutter/status/2020866978651476130) 2026-02-09T14:26Z [----] followers, [----] engagements
"People saying $BTC and $ETH are going to zero please first explain why those stupid rock NFTs still trade above $100k years after the NFT market collapsed. Why are they not at zero"
[X Link](https://x.com/stockgutter/status/2021197119944786179) 2026-02-10T12:18Z [----] followers, [----] engagements
"@growing_daniel she's going to be in private equity in a decade or so right"
[X Link](https://x.com/stockgutter/status/2021407142138478760) 2026-02-11T02:13Z [----] followers, [----] engagements
"Bought $EPSN Epsilon Energy. Probably my last purchase of 2025"
[X Link](https://x.com/stockgutter/status/2006380932366795126) 2025-12-31T15:04Z [----] followers, [----] engagements
"Right as $VITL (again) tests 1.5yr support. No position. $VITL Herb Greenberg short report "Vital Farms: Bull Case Cracking" $VITL Herb Greenberg short report "Vital Farms: Bull Case Cracking""
[X Link](https://x.com/stockgutter/status/2008630909650514311) 2026-01-06T20:05Z [----] followers, [----] engagements
"does $VITL have a problem here I am skeptical and think most likely it turns into a buying opportunity but on the sidelines rn. $VITL https://t.co/Kf0Imp1FKA $VITL https://t.co/Kf0Imp1FKA"
[X Link](https://x.com/stockgutter/status/2015190534369743196) 2026-01-24T22:30Z [----] followers, [----] engagements
"consumer tax returns are not the driver for $INTU. While the segment accounting has changed the latest 10-K only shows 26% of revenue for the segment containing turbotax. "Global business solutions" aka QuickBooks + MailChimp accounts for the majority of revenue. QuickBooks is particularly vulnerable to the second point @pernasresearch made. Many low-cost small business accounting SaaS products have launched in the past year or so and many more will come. https://twitter.com/i/web/status/2019134877413580963 https://twitter.com/i/web/status/2019134877413580963"
[X Link](https://x.com/stockgutter/status/2019134877413580963) 2026-02-04T19:44Z [----] followers, [---] engagements
"$FVRR down 5.9% after hrs on this. Might not be the same effect though -- many of the services offered on fiverr are low end items which are probably helped by LLMs since a contractor can do so much with little effort. Fiverr beat estimates the last [--] quarters. Lets see what happens this time (Feb [--] I think). https://twitter.com/i/web/status/2020970935084605734 https://twitter.com/i/web/status/2020970935084605734"
[X Link](https://x.com/stockgutter/status/2020970935084605734) 2026-02-09T21:19Z [----] followers, [---] engagements
"here is $XP's earnings presentation https://api.mziq.com/mzfilemanager/v2/d/d1820734-8b3f-4a23-8642-331a3a8561a6/76fe5edb-aa74-49f1-ab73-6ff99ad3dc13origin=2 https://api.mziq.com/mzfilemanager/v2/d/d1820734-8b3f-4a23-8642-331a3a8561a6/76fe5edb-aa74-49f1-ab73-6ff99ad3dc13origin=2"
[X Link](https://x.com/stockgutter/status/2022294475884638656) 2026-02-13T12:59Z [----] followers, [---] engagements
"should note that Grizzly Research put out a short report in March [----] calling $XP a "Madoff-like ponzi scheme." The report itself was not compelling but it was a red flag that the company sued Grizzly for defamation in NY federal court. That suit was later voluntarily dismissed. Here is Grizzly's report: https://grizzlyreports.com/xp-entire-profits-are-dependent-on-what-insiders-call-a-madoff-like-ponzi-scheme/ https://grizzlyreports.com/xp-entire-profits-are-dependent-on-what-insiders-call-a-madoff-like-ponzi-scheme/"
[X Link](https://x.com/stockgutter/status/2022294478069907593) 2026-02-13T12:59Z [----] followers, [---] engagements
"@GoForGrubes2 but that is the point of the stock yield enhancement--IBKR gives you 50% of borrow"
[X Link](https://x.com/stockgutter/status/2022367305020080584) 2026-02-13T17:48Z [----] followers, [--] engagements
"@calebhannan why Google Amazon and Volkswagen own significant stakes but I don't think Google does"
[X Link](https://x.com/stockgutter/status/2022415547452002712) 2026-02-13T21:00Z [----] followers, [--] engagements
"@TheOneLanceB [--] natl bagel cos. in the past were great trades: $ENBX on the way up and especially as a short on the way down and $BABB as a dividend-paying nanocap lets go PopUp"
[X Link](https://x.com/stockgutter/status/1981759095511077186) 2025-10-24T16:26Z [----] followers, [---] engagements
"$ETS up almost 15% on a deep red day Not sure why. Recent trucking IPO $ETS down 80% in last [--] weeks to a market cap below $10M. Just raised more than $13M. Unprofitable but cash burn is fairly modest. Company operates a small fleet of trucks for FedEx Ground. ๐ค https://t.co/0284SFWA4w Recent trucking IPO $ETS down 80% in last [--] weeks to a market cap below $10M. Just raised more than $13M. Unprofitable but cash burn is fairly modest. Company operates a small fleet of trucks for FedEx Ground. ๐ค https://t.co/0284SFWA4w"
[X Link](https://x.com/stockgutter/status/1995527658080203096) 2025-12-01T16:17Z [----] followers, [----] engagements
"Betterware de Mexico $BWMX to acquire Mexican Tupperware ops perpetually license name. Shares are up 10% because the market loves this highly accretive deal. I continue to like and own BWMX"
[X Link](https://x.com/stockgutter/status/2013695937361723847) 2026-01-20T19:31Z [----] followers, [---] engagements
"$QCOM is a stock I would like to own. I hoped to get an entry closer to the April low but this may be as good as we get absent weakness on Monday. Will likely buy a starter position this week. Qualcomm gapped down on meh results and comments about memory price pressuring smartphone volume. The problem is real but temporary. By this time next year we should approach equilibrium and by [----] concerns will shift to oversupply. Handset purchase delays will just create pent-up demand. The headwind will eventually become a tailwind. Qualcomm also has made impressive inroads in laptops. I use one"
[X Link](https://x.com/stockgutter/status/2020509629323591741) 2026-02-08T14:46Z [----] followers, [----] engagements
"@agnostoxxx a few $MYPS $SPT $NAVN $S etc. but so few that the exceptions prove the rule"
[X Link](https://x.com/stockgutter/status/2020696689288573119) 2026-02-09T03:10Z [----] followers, [----] engagements
""renewables are dead" they said. Still long $NXT. Trade prices not politics"
[X Link](https://x.com/stockgutter/status/2020835344892170513) 2026-02-09T12:21Z [----] followers, [---] engagements
"After $VAL buyout news will need to find replacement exposure in the energy sector. Best energy idea today"
[X Link](https://x.com/stockgutter/status/2020850668810944555) 2026-02-09T13:21Z [----] followers, [----] engagements
"Hate all you want on Chinese fintech lenders but $FINV looks like its breaking out of its congestion here. P/E under [--] pays a 5+% dividend. I'm long"
[X Link](https://x.com/stockgutter/status/2020919296902184981) 2026-02-09T17:54Z [----] followers, [---] engagements
"@walt373 is there a reason you prefer selling $PEW $2.50 Jan27P vs a buy-write with common @ $2.98 and $5.00 Jan27C at around $.60-$.62 thanks"
[X Link](https://x.com/stockgutter/status/2019213714969489854) 2026-02-05T00:57Z [----] followers, [---] engagements
"@GoForGrubes2 same (and seeing your post made me verify that I had opted into IBKR stock yield enhancement program. I had but appreciate the heads up)"
[X Link](https://x.com/stockgutter/status/2022365215883436502) 2026-02-13T17:40Z [----] followers, [---] engagements
"Have to admit that I was dead wrong on $RIVN. While I haven't had a position for a long time I questioned whether Rivian could even make it this far. It did a nice job finding a way to stay afloat until R2 launch"
[X Link](https://x.com/stockgutter/status/2022410280031129715) 2026-02-13T20:39Z [----] followers, [---] engagements
"$FFAI drops a friday night prospectus for resale of 25m shares by selling stockholders"
[X Link](https://x.com/stockgutter/status/2022458090608808160) 2026-02-13T23:49Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@stockgutter SGSG posts on X about dividend, silver, more than, $serv the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 59.83% finance 35.04% cryptocurrencies 19.66% technology brands 5.13% automotive brands 4.27% countries 3.42% travel destinations 1.71% ncaa basketball 0.85% celebrities 0.85% financial services 0.85%
Social topic influence dividend #1028, silver 4.27%, more than 4.27%, $serv 3.42%, in the 3.42%, $beta 2.56%, breakout 2.56%, $wen #18, share 2.56%, dead 2.56%
Top accounts mentioned or mentioned by @biancoresearch @onodacapital @cryptadamist @goforgrubes2 @negligiblecap @chickendaddy5 @rubicon59 @dorb2sq @pray4equity @yanisvaroufakis @calebhannan @n_hatami @jackmallers @barrons @marketplunger1 @inthepixels @benzinga @adukethelw29489 @kiantrades @friedoystercult
Top assets mentioned OpenServ (SERV) Beta Finance (BETA) WEN Token (WEN) Shoulder Innovations, Inc. (SI) Patria Investments Ltd. (PAX) BETA Technologies, Inc. (BETA) Zevia PBC (ZVIA) Knightscope, Inc. (KSCP) retard to retired (R/R) InMode Ltd. Ordinary Shares (INMD) American Eagle Outfitters (AEO) Zoom Video Communications Inc (ZM) PayPal Holdings Inc (PYPL) Western Union Co (WU) Archer Aviation Inc. (ACHR) Oscar Health, Inc. (OSCR) Xphere (XP) ADAMANT Messenger (ADM) Elite Express Holding Inc. (ETS) Jefferson Capital, Inc. (JCAP) Faraday Future Intelligent Electric Inc. Common Stock (FFAI) Kaspi.kz Joint Stock Company (KSPI) Joby Aviation, Inc. (JOBY) Structure Therapeutics Inc. (GPCR) Vital Farms, Inc. (VITL) Perrigo Company PLC (PRGO) European Wax Center, Inc. (EWCZ) Beta Bionics, Inc (BBNX) GoldPro Token (GPRO) ZipRecruiter, Inc. (ZIP) Dingdong (Cayman) Limited (DDL) PepsiCo, Inc. (PEP) Portilloโs Inc. (PTLO) Bitcoin (BTC) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Oklo Inc. (OKLO) Erasca, Inc. (ERAS) GameStop, Corp. (GME) Interactive Brokers Group, Inc. (IBKR) Qorvo Inc (QRVO)
Top posts by engagements in the last [--] hours
"$PRGO almost back at [----] lows. In August it reaffirmed guidance and expectations for a stronger second half. But after the last few years Perrigo will have to prove itself not just guide for a turnaround"
X Link 2025-11-02T21:47Z [----] followers, [----] engagements
"$EWCZ beats estimates grows earnings and same-store sales and reaffirms guidance. Cheap AF. I like/own going into year-end"
X Link 2025-11-12T15:06Z [----] followers, [---] engagements
"correction: the ticker for Beta Bionics is $BBNX. $BETA is for Beta Technologies a maker of eVTOL and eCTOL aircraft and components"
X Link 2025-12-05T13:20Z [----] followers, [---] engagements
"It has been ages since I looked at $GPRO but I just pulled up a chart because it seems to me that everything being said about $IRBT today was said about GoPro a while ago. I was stunned to see that GPRO appears to have bottomed (weekly chart below). Any good places to start catching up on this stock https://twitter.com/i/web/status/1996936259516641429 https://twitter.com/i/web/status/1996936259516641429"
X Link 2025-12-05T13:34Z [----] followers, [----] engagements
"$ZIP ZipRecruiter is a share cannibal and interesting on some measures but why does it carry so much debt It has the cash to pay most of it off and an internet recruiting business shouldn't be that capital intensive"
X Link 2025-12-09T00:55Z [----] followers, [----] engagements
"High volume breakout today in $DDL. Hmm"
X Link 2025-12-17T22:58Z [----] followers, [---] engagements
"Stevia-based soft drink maker $ZVIA hits 52-week low. imo its window has closed -- Poppi and Ollipop claimed the "healthier" soda market"
X Link 2026-01-06T02:29Z [----] followers, [----] engagements
"EV/S even lower but the problem is that $ZVIA has a track record of failure. Zevia has been public for [--] years and has never scaled to the point needed. Even if it gets in more doors it has to compete with better-funded better-managed "healthier soda" companies. I don't think it will win that fight. Some might say it will be bought out and it might be. But by who Pepsi already owns Poppi and Ollipop is the darling independent brand. Zevia doesn't have enough shelf space to warrant a buyout from Coke or Keurig Dr. Pepper. Maybe $FIZZ (known for LaCroix but also home to some orphaned low-shelf"
X Link 2026-01-06T14:41Z [----] followers, [---] engagements
"I'm a little surprised about how taken the valuetwit crowd is with $PTLO when $WEN makes $ pays a fat dividend and has been steadily shrinking its share count. Long WEN"
X Link 2026-01-06T22:33Z [----] followers, [----] engagements
"Maybe @jackmallers should skip the attempted pivot to geopolitical analyst and focus on $XXI Venezuela isnt about oil. Its about critical minerals and territory where China Iran and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things with real constraints. We'll all need real money. Buy bitcoin. https://t.co/h7d9K22M3j Venezuela isnt about oil. Its about critical minerals and territory where China Iran and Russia operate simultaneously. Another sign the post-1971 fiat system is dead. The world is moving back to real things"
X Link 2026-01-09T15:54Z [----] followers, [----] engagements
"best way to play $FUTU $TIGR Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo Highest volume day ever in mainland China stock market. https://t.co/gmAwCQMgUo"
X Link 2026-01-12T19:46Z [----] followers, [----] engagements
"mostly via short calls: $SERV - now has [----] robocoolers (a huge increase y-o-y). Don't think the economics will live up to the hype. Expect large increase in cash burn next two quarters. $AZ - similar story in self-checkout shopping cart modules $OKLL - selling calls on this 2x ETF is my preferred way to express downside trade on OKLO. Also benefits if stock says the same or chops around https://twitter.com/i/web/status/2011084249974059337 https://twitter.com/i/web/status/2011084249974059337"
X Link 2026-01-13T14:33Z [----] followers, [---] engagements
"$ERAS doubt that HC Wainwright push carries this much further"
X Link 2026-01-16T12:53Z [----] followers, [---] engagements
"Will be watching this field in [----]. Last week $WATT announced results that while still modest were much better than I expected. Is this the year that wireless energy transmission gains traction ๐จ: Finland successfully transmits electric power through the air without using physical wires. Scientists successfully transmitted electricity through air using ultrasonic sound waves and laser beams. Finland is positioning itself at the forefront of a wireless energy https://t.co/RxX09clqfz ๐จ: Finland successfully transmits electric power through the air without using physical wires. Scientists"
X Link 2026-01-19T16:30Z [----] followers, [----] engagements
"Must be frustrating to be $KSCP and watch other unprofitable robotics companies like $RR $SERV with much less revenue be valued at several hundred million while its EV is under $35m"
X Link 2026-01-22T21:45Z [----] followers, [----] engagements
"$IBKR Peterffly proposals to crimp short-sellers to avoid a redux of $GME squeeze courtesy of @barrons. Misguided imo. [--]. They don't address the options side and Gamestop was at least as much a gamma squeeze as a short squeeze. [--]. These rules could be used to engineer shakeouts. Seem like they would increase not decrease manipulative behavior. https://twitter.com/i/web/status/2015073008294183109 https://twitter.com/i/web/status/2015073008294183109"
X Link 2026-01-24T14:43Z [----] followers, [----] engagements
"$INMD takeout rumor real or bs I suspect real but that's just a guess. Rumored $1.1B price is quite low given the company has $532m cash is profitable and has revenue over $350m/yr. Would likely get a competing bid imo. I wonder if the fund's end game is leverage to force management to deploy that cash for either a huge buyback or dividend. https://twitter.com/i/web/status/2015880679506973151 https://twitter.com/i/web/status/2015880679506973151"
X Link 2026-01-26T20:13Z [----] followers, [----] engagements
"$QRVO is a true share cannibal rarely seen in the semiconductor sector. Down about 11% pre-market on a disappointing earnings report. ๐ค"
X Link 2026-01-28T11:23Z [----] followers, [----] engagements
"@negligible_cap yes just thought it was strange that $AEO didn't do everything in its power to bring SYRN under its tent. Maybe it did but failed"
X Link 2026-01-28T19:10Z [----] followers, [---] engagements
"Massive insider sales at $NNE per Form 144s. No form 4s yet but should see later this week. Jaisun Garcha: $2643750 James Walker: $6873750"
X Link 2026-01-28T21:35Z [----] followers, [---] engagements
"update: Steel Partners filing says it did bid for 51% of $INMD shares at $18 but was rebuffed. Terrible price structure weak partner imo. If put to a shareholder vote I think would be soundly rejected"
X Link 2026-01-29T11:38Z [----] followers, [---] engagements
"$BC Brunswick announces Q4 sales up y-o-y for all segments shatters the "boating pullback" thesis you see here every few months. Brunswick is a share cannibal. Considering"
X Link 2026-01-29T12:01Z [----] followers, [---] engagements
"Comcast $CMCSA results are good enough imo. I own a bit of the world's most-hated company covered by calls. $CMCSA Q4 '25: Revenue $32.3b up 1.2% YoY Adj. EPS $0.84 down 12.4% FCF $4.4b up 34% Wireless: 1.5m net adds 9.3m total lines Peacock: 44m subscribers +22% YoY Epic Universe driving strong results PR: https://t.co/cbkRqgFrMw https://t.co/NdcZRypSM9 $CMCSA Q4 '25: Revenue $32.3b up 1.2% YoY Adj. EPS $0.84 down 12.4% FCF $4.4b up 34% Wireless: 1.5m net adds 9.3m total lines Peacock: 44m subscribers +22% YoY Epic Universe driving strong results PR: https://t.co/cbkRqgFrMw"
X Link 2026-01-29T12:23Z [----] followers, [----] engagements
"Looks like Hunterbrook caught $RR in a fib https://hntrbrk.com/richtech-robotics/ https://hntrbrk.com/richtech-robotics/"
X Link 2026-01-30T16:41Z [----] followers, [---] engagements
"$SOUN just collapsing here despite positive pr. I remain short"
X Link 2026-01-30T17:43Z [----] followers, [----] engagements
"One thing we often see in topping formations: on an hourly chart the highest volume bars are consistently down bars. This happened in $SI #silver all week before the breakdown"
X Link 2026-01-31T13:58Z [----] followers, [----] engagements
"@biancoresearch @Chickendaddy5 but what would the NAV be if calculated at Friday eod I thought it was based on the price from the London fix (much earlier in the day). Seems possibly a contemporaneity issue This is from iShares $SLV prospectus"
X Link 2026-01-31T22:20Z [----] followers, [----] engagements
"@biancoresearch @Chickendaddy5 respectfully iShares says otherwise"
X Link 2026-01-31T22:29Z [----] followers, [---] engagements
"Haven't owned $ZM for a while but like the multi-year flat bottom recent breakout and reasonable valuation. May buy this week"
X Link 2026-02-01T14:53Z [----] followers, [----] engagements
"@marketplunger1 same ( $ZM )"
X Link 2026-02-02T17:27Z [----] followers, [---] engagements
"$PYPL disappoints again $PYPL PayPal reports Q4 adjusted EPS $1.23 consensus $1.29Reports Q4 revenue $8.68B consensus $8.79B. $PYPL PayPal reports Q4 adjusted EPS $1.23 consensus $1.29Reports Q4 revenue $8.68B consensus $8.79B"
X Link 2026-02-03T12:06Z [----] followers, [----] engagements
"$FUBO earnings reverse-split etc. feels like they are trying to cram as much of the negatives into this release as possible. This will be a show me story. No position"
X Link 2026-02-03T14:29Z [----] followers, [---] engagements
"@inthepixels Interesting bull case for $PYPL but it says more about what new CEO Lores wants than he is likely to get. Why won't most payment rails be available agentically Won't agents be able to route via price forcing further commoditization"
X Link 2026-02-03T18:24Z [----] followers, [---] engagements
"Can someone smarter than me please explain why $YEXT 's basic sharecount is about 95% of its fully diluted count but its EPS (basic) is 5x its EPS (diluted)"
X Link 2026-02-03T19:42Z [----] followers, [----] engagements
"$FJET latest puff piece on @Benzinga might leave you confused. It refers to "operationalizing access" to a well-established launch concept and existing customers like GE and Lockheed Martin. Big customers and operations sure makes it sound like the company has at least some revenue right Nope. Latest 10-Q reports zero revenue. Not a penny. https://www.benzinga.com/markets/tech/26/02/50337112/move-over-spacex-this-startup-launches-rockets-from-supersonic-fighter-jets-exclusive"
X Link 2026-02-04T12:22Z [----] followers, [----] engagements
"company still has not responded even to multiple email inquiries. What are you hiding $SERV still have not received an answer on this. Did $SERV buy Autocado or not cc @AdukeThelw29489 still have not received an answer on this. Did $SERV buy Autocado or not cc @AdukeThelw29489"
X Link 2026-02-04T17:19Z [----] followers, [----] engagements
"@kiantrades agree that these YieldMax ETFs are going to look pretty bad going forward but on a total return basis its pretty close to the $MSTR underlying today"
X Link 2026-02-04T17:53Z [----] followers, [---] engagements
"$SI #silver has been making a series of higher lows and higher highs on much lighter volume than last week. I'm keeping an open mind - breakouts could happen in either direction. But in my experience consolidation usually breaks to the last direction of violence (here to the downside). https://twitter.com/i/web/status/2019195947406811479 https://twitter.com/i/web/status/2019195947406811479"
X Link 2026-02-04T23:46Z [----] followers, [---] engagements
"$WU watching for a breakout above $10 $WU $IMXI will be an incredible combination imo. I don't own enough. $WU $IMXI will be an incredible combination imo. I don't own enough"
X Link 2026-02-05T00:42Z [----] followers, [----] engagements
"@friedoystercult couldn't find that but this is from a "don't buy WU" article in thestreet .com 2014"
X Link 2026-02-05T01:58Z [----] followers, [--] engagements
"$SI #silver has traded in a nearly $30 range over the past [--] hours--crazy"
X Link 2026-02-06T00:21Z [----] followers, [---] engagements
"@rubicon59 true. wasn't trying to suggest you got this wrong just contrasting your (correct) take on $TEAM sbc with others' sweeping disregard. Sorry if it came across otherwise"
X Link 2026-02-06T03:08Z [----] followers, [---] engagements
"$FCUV reverse splits 1:10 on Monday so will be low float until it issues more (it will). Sometimes momo traders try to squeeze these"
X Link 2026-02-06T11:38Z [----] followers, [---] engagements
"Once hot security robot-maker $KSCP sinks to new lows. Still very unprofitable but only 2x EV/S (note: chart is split-adjusted). Its rough out there for these former story stocks when they lose their sheen. We are starting to see this play out with $ACHR $SERV etc. I suspect its coming for the SMR hypecos next. https://twitter.com/i/web/status/2019741563262321048 https://twitter.com/i/web/status/2019741563262321048"
X Link 2026-02-06T11:54Z [----] followers, [---] engagements
"$SMRT preliminary results show improvement: first y-o-y revenue growth in several quarters and nearing cash flow breakeven. I'm involved via options. SmartRent $SMRT delivers revenue growth and achieves run-rate cash flow neutrality in Q4 [----] ๐ Key focus on cost discipline and growth for [----]. #SmartRent #FinancialResults $SPG $PSA $AVB $EQR $UDR https://t.co/LaZjmJUvGo SmartRent $SMRT delivers revenue growth and achieves run-rate cash flow neutrality in Q4 [----] ๐ Key focus on cost discipline and growth for [----]. #SmartRent #FinancialResults $SPG $PSA $AVB $EQR $UDR https://t.co/LaZjmJUvGo"
X Link 2026-02-06T17:16Z [----] followers, [---] engagements
"How exactly is this different than when Boston College basketball players shaved points Giannis made up a rumor that he would leave the Bucks causing people to bet a total of $23M as to whether/where he would go on Kalshi an unregulated gambling/insider trading platform. He stays in Milwaukee and comes out today as a Kalshi stakeholder. https://t.co/utLgv6ncPk Giannis made up a rumor that he would leave the Bucks causing people to bet a total of $23M as to whether/where he would go on Kalshi an unregulated gambling/insider trading platform. He stays in Milwaukee and comes out today as a"
X Link 2026-02-07T13:05Z [----] followers, [----] engagements
"dumb @koyfincharts question: if I have a chart template that I want to thumb through for a watchlist I know that I pull up the template then click the right-panel watchlist icon. What is the keyboard shortcut that most quickly moves to the next watchlist item Tried arrows spacebar. Neither worked. ๐ https://twitter.com/i/web/status/2020144364479983754 https://twitter.com/i/web/status/2020144364479983754"
X Link 2026-02-07T14:35Z [----] followers, [----] engagements
"$HIMS long-term view. The blue line is where I would get interested on the long side"
X Link 2026-02-09T13:47Z [----] followers, [---] engagements
"@Khanosis lol ok. Believe what you choose"
X Link 2026-02-10T02:25Z [----] followers, [--] engagements
"$OSCR wtf happened to medical loss ratio in Q4 and how does company expect to get it below 83% in [----] Stock is up pre-market but to me this is a potential problem that needs an explanation. Last Q they said MLR was stabilizing as utilization turned into a "tailwind." Guess not. https://twitter.com/i/web/status/2021194351389409666 https://twitter.com/i/web/status/2021194351389409666"
X Link 2026-02-10T12:07Z [----] followers, [----] engagements
"@dorb2sQ MLR spike seems completely inconsistent to me with what Blackley said at UBS conference on Nov 10"
X Link 2026-02-10T14:14Z [----] followers, [--] engagements
"Bondi: who cares about justice for Epstein victims The Dow is at [-----] Karma: we can fix that"
X Link 2026-02-12T18:44Z [----] followers, [----] engagements
"Have not owned $XP for a while but after reviewing yesterday's earnings call I'm interested again. XP is largely a play on the Brazilian retail investor though it also is involved in insurance credit cards institutional investing and investment banking. Top line grew 8% bottom line 15%. There were some negatives as well: retail margins compressed and the Company says [----] may slightly miss prior guidance: "the number to get at the bottom of the guidance this year is 17% the growth for revenues for [----]. So as we have been talking it's not going to be easy but if we miss it's going to be by a"
X Link 2026-02-13T12:59Z [----] followers, [---] engagements
"new $WEN logo"
X Link 2026-02-13T13:25Z [----] followers, [---] engagements
"@OnodaCapital you mean internal comps or Brex exit comp"
X Link 2026-02-13T14:29Z [----] followers, [---] engagements
"Longtime holding $ADM reported mixed but somewhat disappointing results. Guidance was fine. Most importantly ADM told investors the signal to watch: biofuels division has strong upside if E15 gets passed"
X Link 2026-02-03T14:40Z [----] followers, [---] engagements
"@ConnorJBates_ take a look at the performance of $KORU the 3x Korea ETF. Wow"
X Link 2026-02-11T21:34Z [----] followers, [---] engagements
"$MMS The CEO at Maximus (MMS) bought $250k of the stock after the stocks 20% post-earnings dip. The CFO also bought two days ago. https://t.co/q4DFIMMNM4 The CEO at Maximus (MMS) bought $250k of the stock after the stocks 20% post-earnings dip. The CFO also bought two days ago. https://t.co/q4DFIMMNM4"
X Link 2026-02-12T15:52Z [----] followers, [----] engagements
"๐คฎ $WEN report is just awful I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN I have same-store sales data dating back to [----]. Wendy's has never had a quarter this bad that was even close to a negative 11.3%. Not even during the pandemic. $WEN"
X Link 2026-02-13T13:22Z [----] followers, [----] engagements
"@OnodaCapital Ramp was last valued at $32B (Nov 25) and continues to grow. $100B seems realistic over time no not a rabois fan but he has had worse takes"
X Link 2026-02-13T14:19Z [----] followers, [---] engagements
"tariff ruling on OpEx friday could be interesting Supreme Court Schedules Opinions on Feb. [--] as Tariff Case Looms - Bloomberg https://t.co/40ewTl2FnE Supreme Court Schedules Opinions on Feb. [--] as Tariff Case Looms - Bloomberg https://t.co/40ewTl2FnE"
X Link 2026-02-13T16:31Z [----] followers, [---] engagements
"@Pray4Equity shouldn't management return money to shareholders via repurchases when the share price is low and dividends when the share price is high Flip-flopping because the stock is in the cellar would just confirm they are rudderless imo"
X Link 2026-02-13T17:01Z [----] followers, [--] engagements
"Any good writeups on $CMSG This is the crypto mining company in which Horizon Kinetics' Murray Stahl is involved"
X Link 2025-07-31T13:52Z [----] followers, [----] engagements
"Ovintiv $OVV renews its share buyback plan under which it repurchased more than 7m shares in the last [--] months"
X Link 2025-09-30T10:31Z [----] followers, [----] engagements
"Recent trucking IPO $ETS down 80% in last [--] weeks to a market cap below $10M. Just raised more than $13M. Unprofitable but cash burn is fairly modest. Company operates a small fleet of trucks for FedEx Ground. ๐ค https://twitter.com/i/web/status/1986849392955949373 https://twitter.com/i/web/status/1986849392955949373"
X Link 2025-11-07T17:33Z [----] followers, [----] engagements
"This risk may follow through to Beta Bionics $BETA which uses CGMs including Abbott's as part of a closed loop "artificial pancreas" by combining with an insulin pump and software. The FDA is warning people to stop using certain types of glucose monitor sensors after the company that makes them Abbott Diabetes Care said the devices were linked to seven deaths and more than [---] injuries. https://t.co/gVtQcvXts4 The FDA is warning people to stop using certain types of glucose monitor sensors after the company that makes them Abbott Diabetes Care said the devices were linked to seven deaths and"
X Link 2025-12-05T12:08Z [----] followers, [----] engagements
"like this $NXGL news. I am long. $NXGL just unlocked the "Hidden Asset." ๐ The Spin-Off news changes the valuation math immediately. They are carving out the Rx Drug Delivery assets into "NexGelRx"but look at the terms: - The Retain: NexGel keeps 19.99% equity (non-dilutive). - The Cash: They get a 5% $NXGL just unlocked the "Hidden Asset." ๐ The Spin-Off news changes the valuation math immediately. They are carving out the Rx Drug Delivery assets into "NexGelRx"but look at the terms: - The Retain: NexGel keeps 19.99% equity (non-dilutive). - The Cash: They get a 5%"
X Link 2025-12-11T14:58Z [----] followers, [----] engagements
"@WaterworldCapi1 financial advice of all varieties esp: - tax planning $HRB etc - stock newsletters $MKTW blockbuster non-AI IPOs radio broadcasting (political push) adtech recovery"
X Link 2025-12-29T19:34Z [----] followers, [---] engagements
"have to admit I took a few lumps from this list in [----] (my own analysis to blame not any reccos from others) $GAMB $PLCE [--] Worst YB Elite Investor Pitches in 2025: $IVFH -83% $THRY (3x) -67% $INT.ST -65% $PLCE -64% $GAMB -63% $GFP.TO -60% $CFC.DE -60% $PSFE -59% $BRAG.TO -52% $PAR -51% [--] of these pitches were from incredibly successful investors that you all know (and they crushed it this year) [--] Worst YB Elite Investor Pitches in 2025: $IVFH -83% $THRY (3x) -67% $INT.ST -65% $PLCE -64% $GAMB -63% $GFP.TO -60% $CFC.DE -60% $PSFE -59% $BRAG.TO -52% $PAR -51% [--] of these pitches were from"
X Link 2025-12-30T19:48Z [----] followers, [----] engagements
"$JCAP down about 10% on news of a 10m share secondary from selling stockholders (mostly JC Flowers) of which Jefferson Capital itself will repurchase and retire 3m shares. I continue to own/like JCAP and may buy more"
X Link 2026-01-06T16:01Z [----] followers, [----] engagements
"$JCAP all-time closing high yesterday. I continue to own and like overall. Watching expectations for declining EPS in [----] though. $JCAP down about 10% on news of a 10m share secondary from selling stockholders (mostly JC Flowers) of which Jefferson Capital itself will repurchase and retire 3m shares. I continue to own/like JCAP and may buy more. https://t.co/XerEl6VqR2 $JCAP down about 10% on news of a 10m share secondary from selling stockholders (mostly JC Flowers) of which Jefferson Capital itself will repurchase and retire 3m shares. I continue to own/like JCAP and may buy more."
X Link 2026-01-14T12:14Z [----] followers, [---] engagements
"Ag processors $ADM $BG both hit 52-week highs today and show no signs of stopping. I continue to like and own both"
X Link 2026-01-15T17:46Z [----] followers, [---] engagements
"Is bankruptcy consultant $FCN FTI Consulting forming a long-term cup-and-handle Going to take a quick look at this name especially because of its counter-cyclical nature (and share count reduction)"
X Link 2026-01-23T15:34Z [----] followers, [----] engagements
"Overheard in boardroom: Hey guys if we name our mining company "Blackrock" do you think people will buy our stock thinking we're associated with those other guys you too $BRCB ๐ #VRIC2026 Vancouver Blackrock Silver CEO @AndrewPollard85 and Executive Chairman Bill Howald receiving a OTC Top [--] plaque at the OTC Markets booth. Execution gets recognized. $BRC.V $BKRRF #Silver #MiningStocks #VRIC https://t.co/kYJlb7zQQc ๐ #VRIC2026 Vancouver Blackrock Silver CEO @AndrewPollard85 and Executive Chairman Bill Howald receiving a OTC Top [--] plaque at the OTC Markets booth. Execution gets recognized."
X Link 2026-01-26T21:11Z [----] followers, [----] engagements
"$NOAH is a Chinese wealth management firm that pays a high dividend (only 1x/yr though) and is buying back shares. Active clients and AUM are both growing. I like it and will continue to own as long as it performs. May also add above the blue line"
X Link 2026-01-26T23:27Z [----] followers, [---] engagements
"$FFAI says its launching robots. This failed EV/crypto/AI company would pivot to grapefruit if it became an investing meme"
X Link 2026-01-28T11:16Z [----] followers, [---] engagements
"@negligible_cap also competes with $AEO Aerie brand"
X Link 2026-01-28T18:54Z [----] followers, [---] engagements
"@Cryptadamist @yanisvaroufakis question: do you know of any ties between tether and $KSPI thanks"
X Link 2026-01-30T01:32Z [----] followers, [---] engagements
"@Cryptadamist @yanisvaroufakis appreciate the response and as a $KSPI shareholder I'm glad you know of no undisclosed tether problem there"
X Link 2026-01-30T01:37Z [----] followers, [---] engagements
"Looks possible that the first commercial integration of electric aircraft in US won't be from $JOBY or $ACHR . Surf Air Mobility says it is working with Hawaiian DOT to advance a pilot using $BETA 's ALIA electric aircraft in its Hawaiian commuter line Mokulee. ALIA is available in both eVTOL and eCTOL configurations--not sure which will be used here. Timing is not clear however. https://evtolinsights.com/surf-air-mobility-hawaii-department-of-transportation-and-beta-technologies-to-advance-electric-aviation-in-hawaii-with-eipp-application/"
X Link 2026-01-30T11:43Z [----] followers, [----] engagements
"not familiar with the aircraft appreciate your insights. While surf air might not be a great company Mokulelee does have real commuter traffic ("Flew approximately [-----] short flights in 2025.Flew approximately [------] passengers in 2025"). Sounds like an ideal operation for electric. Question: why do you think $JOBY was not selected for this pilot https://twitter.com/i/web/status/2017224493509292327 https://twitter.com/i/web/status/2017224493509292327"
X Link 2026-01-30T13:12Z [----] followers, [---] engagements
"this is going to be so entrenched by the time $GPCR comes out that it will be hard to displace imo even if the Structure pill becomes less vomitrocious. Novo Nordisk's Wegovy pill has hit more than [-----] US prescriptions in the second full week after its launch https://t.co/SKEAHDDapM https://t.co/yLUTkOf2xP Novo Nordisk's Wegovy pill has hit more than [-----] US prescriptions in the second full week after its launch https://t.co/SKEAHDDapM https://t.co/yLUTkOf2xP"
X Link 2026-01-30T17:56Z [----] followers, [----] engagements
"Remember when @chamath and his SPAC goons put out those cray-cray projections for $SPCE They said [----] EBITDA would be $274m. Fast forward to today. Virgin Galactic has never earned positive EBITDA does less than $2m/yr in sales and its entire enterprise value is less than $260m. Nice one chamath https://twitter.com/i/web/status/2017339149964234868 https://twitter.com/i/web/status/2017339149964234868"
X Link 2026-01-30T20:48Z [----] followers, [----] engagements
"I still like $PAX but moving into US small-market private equity ๐ฅบ"
X Link 2026-02-02T11:51Z [----] followers, [----] engagements
"At first glance $PAX Q4 [--] report looks good"
X Link 2026-02-03T11:24Z [----] followers, [---] engagements
"This is the chart of an old folks home operator not a silver miner or AI company. $BKD"
X Link 2026-02-03T16:40Z [----] followers, [---] engagements
"Finally read the @SnowCapResearch report on $PAX. It raises some serious questions. https://www.snowcapresearch.com/ https://www.snowcapresearch.com/"
X Link 2026-02-04T21:36Z [----] followers, [----] engagements
"$ORLY is a share cannibal. No position but I respect the execution. ๐จ $ORLY EARNINGS: [--] YEARS OF UNBROKEN GROWTH ๐จ O'Reilly Automotive just proved why its the GOAT of retail consistency. They just notched their 33rd straight year of positive comp sales. ๐งต๐ ๐ฐ THE Q4 PRINT: Revenue: $4.39B (Record finish to 2025) EPS: $0.71 (Narrow https://t.co/goShMlVmyM ๐จ $ORLY EARNINGS: [--] YEARS OF UNBROKEN GROWTH ๐จ O'Reilly Automotive just proved why its the GOAT of retail consistency. They just notched their 33rd straight year of positive comp sales. ๐งต๐ ๐ฐ THE Q4 PRINT: Revenue: $4.39B (Record"
X Link 2026-02-04T21:54Z [----] followers, [----] engagements
"@BamaBonds and on other later-to-market orals like $GPCR. By the time approved they will face a price war plus heavy advertising costs"
X Link 2026-02-04T22:33Z [----] followers, [---] engagements
"$OWL Holding my nose and buying here under $11.90. Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving. https://t.co/IcktHM3qMb"
X Link 2026-02-06T12:16Z [----] followers, [----] engagements
"$AN continues to be a share cannibal. 10% reduction in [----]. $AN Q4 '25: EPS $4.70 Adj EPS $5.08 Revenue $6.9b down 4% YoY FY25 revenue $27.6b up 3% Record After-Sales gross profit Adj Free Cash Flow $1b $785m share repurchases PR: https://t.co/6ta8UvNlxZ https://t.co/ceKtPCVDqh $AN Q4 '25: EPS $4.70 Adj EPS $5.08 Revenue $6.9b down 4% YoY FY25 revenue $27.6b up 3% Record After-Sales gross profit Adj Free Cash Flow $1b $785m share repurchases PR: https://t.co/6ta8UvNlxZ https://t.co/ceKtPCVDqh"
X Link 2026-02-06T12:55Z [----] followers, [---] engagements
"has anyone compiled a comprehensive list of stocks in which Trump his family or the US govt have a stake or role Some are obvious like $DJT; some less so like $OSCR (Kushner-backed). ๐"
X Link 2026-02-06T17:56Z [----] followers, [----] engagements
"$JRSH report was solid tracking other apparel manufacturers like $VFC. Pays a $.20/yr dividend and I think the results will get even better as the company expands facilities. I continue to like/own"
X Link 2026-02-09T14:26Z [----] followers, [----] engagements
"People saying $BTC and $ETH are going to zero please first explain why those stupid rock NFTs still trade above $100k years after the NFT market collapsed. Why are they not at zero"
X Link 2026-02-10T12:18Z [----] followers, [----] engagements
"@growing_daniel she's going to be in private equity in a decade or so right"
X Link 2026-02-11T02:13Z [----] followers, [----] engagements
"Bought $EPSN Epsilon Energy. Probably my last purchase of 2025"
X Link 2025-12-31T15:04Z [----] followers, [----] engagements
"Right as $VITL (again) tests 1.5yr support. No position. $VITL Herb Greenberg short report "Vital Farms: Bull Case Cracking" $VITL Herb Greenberg short report "Vital Farms: Bull Case Cracking""
X Link 2026-01-06T20:05Z [----] followers, [----] engagements
"does $VITL have a problem here I am skeptical and think most likely it turns into a buying opportunity but on the sidelines rn. $VITL https://t.co/Kf0Imp1FKA $VITL https://t.co/Kf0Imp1FKA"
X Link 2026-01-24T22:30Z [----] followers, [----] engagements
"consumer tax returns are not the driver for $INTU. While the segment accounting has changed the latest 10-K only shows 26% of revenue for the segment containing turbotax. "Global business solutions" aka QuickBooks + MailChimp accounts for the majority of revenue. QuickBooks is particularly vulnerable to the second point @pernasresearch made. Many low-cost small business accounting SaaS products have launched in the past year or so and many more will come. https://twitter.com/i/web/status/2019134877413580963 https://twitter.com/i/web/status/2019134877413580963"
X Link 2026-02-04T19:44Z [----] followers, [---] engagements
"$FVRR down 5.9% after hrs on this. Might not be the same effect though -- many of the services offered on fiverr are low end items which are probably helped by LLMs since a contractor can do so much with little effort. Fiverr beat estimates the last [--] quarters. Lets see what happens this time (Feb [--] I think). https://twitter.com/i/web/status/2020970935084605734 https://twitter.com/i/web/status/2020970935084605734"
X Link 2026-02-09T21:19Z [----] followers, [---] engagements
"here is $XP's earnings presentation https://api.mziq.com/mzfilemanager/v2/d/d1820734-8b3f-4a23-8642-331a3a8561a6/76fe5edb-aa74-49f1-ab73-6ff99ad3dc13origin=2 https://api.mziq.com/mzfilemanager/v2/d/d1820734-8b3f-4a23-8642-331a3a8561a6/76fe5edb-aa74-49f1-ab73-6ff99ad3dc13origin=2"
X Link 2026-02-13T12:59Z [----] followers, [---] engagements
"should note that Grizzly Research put out a short report in March [----] calling $XP a "Madoff-like ponzi scheme." The report itself was not compelling but it was a red flag that the company sued Grizzly for defamation in NY federal court. That suit was later voluntarily dismissed. Here is Grizzly's report: https://grizzlyreports.com/xp-entire-profits-are-dependent-on-what-insiders-call-a-madoff-like-ponzi-scheme/ https://grizzlyreports.com/xp-entire-profits-are-dependent-on-what-insiders-call-a-madoff-like-ponzi-scheme/"
X Link 2026-02-13T12:59Z [----] followers, [---] engagements
"@GoForGrubes2 but that is the point of the stock yield enhancement--IBKR gives you 50% of borrow"
X Link 2026-02-13T17:48Z [----] followers, [--] engagements
"@calebhannan why Google Amazon and Volkswagen own significant stakes but I don't think Google does"
X Link 2026-02-13T21:00Z [----] followers, [--] engagements
"@TheOneLanceB [--] natl bagel cos. in the past were great trades: $ENBX on the way up and especially as a short on the way down and $BABB as a dividend-paying nanocap lets go PopUp"
X Link 2025-10-24T16:26Z [----] followers, [---] engagements
"$ETS up almost 15% on a deep red day Not sure why. Recent trucking IPO $ETS down 80% in last [--] weeks to a market cap below $10M. Just raised more than $13M. Unprofitable but cash burn is fairly modest. Company operates a small fleet of trucks for FedEx Ground. ๐ค https://t.co/0284SFWA4w Recent trucking IPO $ETS down 80% in last [--] weeks to a market cap below $10M. Just raised more than $13M. Unprofitable but cash burn is fairly modest. Company operates a small fleet of trucks for FedEx Ground. ๐ค https://t.co/0284SFWA4w"
X Link 2025-12-01T16:17Z [----] followers, [----] engagements
"Betterware de Mexico $BWMX to acquire Mexican Tupperware ops perpetually license name. Shares are up 10% because the market loves this highly accretive deal. I continue to like and own BWMX"
X Link 2026-01-20T19:31Z [----] followers, [---] engagements
"$QCOM is a stock I would like to own. I hoped to get an entry closer to the April low but this may be as good as we get absent weakness on Monday. Will likely buy a starter position this week. Qualcomm gapped down on meh results and comments about memory price pressuring smartphone volume. The problem is real but temporary. By this time next year we should approach equilibrium and by [----] concerns will shift to oversupply. Handset purchase delays will just create pent-up demand. The headwind will eventually become a tailwind. Qualcomm also has made impressive inroads in laptops. I use one"
X Link 2026-02-08T14:46Z [----] followers, [----] engagements
"@agnostoxxx a few $MYPS $SPT $NAVN $S etc. but so few that the exceptions prove the rule"
X Link 2026-02-09T03:10Z [----] followers, [----] engagements
""renewables are dead" they said. Still long $NXT. Trade prices not politics"
X Link 2026-02-09T12:21Z [----] followers, [---] engagements
"After $VAL buyout news will need to find replacement exposure in the energy sector. Best energy idea today"
X Link 2026-02-09T13:21Z [----] followers, [----] engagements
"Hate all you want on Chinese fintech lenders but $FINV looks like its breaking out of its congestion here. P/E under [--] pays a 5+% dividend. I'm long"
X Link 2026-02-09T17:54Z [----] followers, [---] engagements
"@walt373 is there a reason you prefer selling $PEW $2.50 Jan27P vs a buy-write with common @ $2.98 and $5.00 Jan27C at around $.60-$.62 thanks"
X Link 2026-02-05T00:57Z [----] followers, [---] engagements
"@GoForGrubes2 same (and seeing your post made me verify that I had opted into IBKR stock yield enhancement program. I had but appreciate the heads up)"
X Link 2026-02-13T17:40Z [----] followers, [---] engagements
"Have to admit that I was dead wrong on $RIVN. While I haven't had a position for a long time I questioned whether Rivian could even make it this far. It did a nice job finding a way to stay afloat until R2 launch"
X Link 2026-02-13T20:39Z [----] followers, [---] engagements
"$FFAI drops a friday night prospectus for resale of 25m shares by selling stockholders"
X Link 2026-02-13T23:49Z [----] followers, [----] engagements
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