# ![@taobanker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1326694710933676033.png) @taobanker taobanker

No specific company is dominating the conversation. However, some stocks being discussed include $tap, $moh, $cnc, $yelp, $mgni, $abf.l, $bme.l, and $cold. The Supreme Court and US politics are also being mentioned, with some users discussing the potential impact on certain stocks.

### Engagements: [------] [#](/creator/twitter::1326694710933676033/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:interactions.svg)

- [--] Week [-------] +175%
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- [--] Year [----------] +770%

### Mentions: [---] [#](/creator/twitter::1326694710933676033/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:posts_active.svg)

- [--] Week [---] -15%
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### Followers: [------] [#](/creator/twitter::1326694710933676033/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:followers.svg)

- [--] Week [------] +2.20%
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- [--] Months [------] +44%
- [--] Year [------] +243%

### CreatorRank: [-------] [#](/creator/twitter::1326694710933676033/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  43.15% [finance](/list/finance)  20.86% [technology brands](/list/technology-brands)  7.57% [cryptocurrencies](/list/cryptocurrencies)  6.13% [exchanges](/list/exchanges)  #3681 [fashion brands](/list/fashion-brands)  1.02% [countries](/list/countries)  1.02% [social networks](/list/social-networks)  0.82% [currencies](/list/currencies)  0.41% [financial services](/list/financial-services)  0.41%

**Social topic influence**
[in the](/topic/in-the) #2604, [$morn](/topic/$morn) #10, [gamma](/topic/gamma) #520, [$yelp](/topic/$yelp) #10, [$tap](/topic/$tap) #8, [money](/topic/money) 3.07%, [hedging](/topic/hedging) #437, [business](/topic/business) #3522, [$duol](/topic/$duol) #148, [$wmt](/topic/$wmt) #579

**Top accounts mentioned or mentioned by**
[@nuggetcapital](/creator/undefined) [@atelicinvest](/creator/undefined) [@takethelearly](/creator/undefined) [@ambushc15225](/creator/undefined) [@riceforthought](/creator/undefined) [@mrneutralman](/creator/undefined) [@evrgn11112231](/creator/undefined) [@flippyfloppy52](/creator/undefined) [@capitalfang](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@acaciacap](/creator/undefined) [@jnconkle](/creator/undefined) [@investor_nick_](/creator/undefined) [@sartoriacapital](/creator/undefined) [@sockfacesays](/creator/undefined) [@irbezek](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@blessyourgrind](/creator/undefined) [@voltportfolio](/creator/undefined) [@lowalphahighvol](/creator/undefined)

**Top assets mentioned**
[Morningstar, Inc. (MORN)](/topic/$morn) [YELP INC. (YELP)](/topic/$yelp) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Walmart, Inc. (WMT)](/topic/$wmt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Coursera, Inc. (COUR)](/topic/$cour) [MNTN, Inc. (MNTN)](/topic/$mntn) [CarGurus, Inc. Class A Common Stock (CARG)](/topic/$carg) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Lineage, Inc. (LINE)](/topic/$line) [Diageo plc (DEO)](/topic/$deo) [Nexa (NEXA)](/topic/$nexa) [OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Campbell Soup Company (CPB)](/topic/$cpb) [Adobe, Inc. (ADBE)](/topic/$adbe) [GEN Restaurant Group, Inc. (GENK)](/topic/$genk) [Oracle Corporation (ORCL)](/topic/$orcl) [Laird Superfood, Inc.  (LSF)](/topic/$lsf) [Global Payments Inc (GPN)](/topic/$gpn) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Workday Inc (WDAY)](/topic/$wday) [Sweetgreen Inc. (SG)](/topic/$sg) [MediBloc (MED)](/topic/$med) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Dropbox, Inc. (DBX)](/topic/$dbx) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Aptos (APT)](/topic/$apt) [S&P Global Inc (SPGI)](/topic/$spgi) [Chemed Corporation (CHE)](/topic/$che)
### Top Social Posts
Top posts by engagements in the last [--] hours

"After [---] hours of vibecoding with Claude his biggest challenge is still KILLING THE EXISTING DASHBOARD PROCESS AND SIMPLY RESTARTING THE DASHBOARD. I don't know how to explain this. It's incredibly frustrating and he completely fucks it up at least 50% of the time"  
[X Link](https://x.com/taobanker/status/2021953917777850773)  2026-02-12T14:25Z 10.7K followers, [---] engagements


"damnit. I hate this but I need to sell my coursera for more pressing matters and this is the wrong thing to do $cour"  
[X Link](https://x.com/taobanker/status/2021971509590602205)  2026-02-12T15:35Z 10.7K followers, [---] engagements


"$ECRAF Battery metal royalties spinoff of $SOUHY Funded by coking coal royalties that are expiring next year In the grand scheme of things this seems like a good price to set and forget Royalties have been one of the best ways to make it in resources without being a pro"  
[X Link](https://x.com/taobanker/status/1673442082092883968)  2023-06-26T21:24Z 10.5K followers, [---] engagements


"a $125 price target on $alx is beyond stupid $ALX https://t.co/ycgo8AXqac $ALX https://t.co/ycgo8AXqac"  
[X Link](https://x.com/taobanker/status/1862644230805492100)  2024-11-29T23:46Z 10.7K followers, [----] engagements


"I feel like I'm one of the only people focusing on international listings with significant U.S. revenue: $KNBWY (25%+) $BZU.MI (50%) $GCC.MX (majority) $GRUMAB.MX (majority) $5233.T (majority of income) $BB.PA (30%) $YAMCY (20%+)"  
[X Link](https://x.com/taobanker/status/1940853227857367546)  2025-07-03T19:20Z 10.5K followers, [----] engagements


"picked up a 1% position in $auna latam healthcare provider"  
[X Link](https://x.com/taobanker/status/1944760083432296929)  2025-07-14T14:05Z 10.6K followers, [----] engagements


"I have 5% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"  
[X Link](https://x.com/taobanker/status/1947771763871649922)  2025-07-22T21:32Z 10.6K followers, [----] engagements


"$dlxy randomly came across this name. what's going on here"  
[X Link](https://x.com/taobanker/status/1951670632925585666)  2025-08-02T15:45Z 10.5K followers, [----] engagements


"Just read through $NGS quarter. COO suddenly out due to random family development. Listing fabrication facility for sale. Low horsepower compression seems to continue to bleed out contracts. Otherwise looks like business is going to plan. Small repurchase plan approved. Adj. ebitda of $19.7mm seems good enough to satisfy the market imo. https://twitter.com/i/web/status/1955012104693358671 https://twitter.com/i/web/status/1955012104693358671"  
[X Link](https://x.com/taobanker/status/1955012104693358671)  2025-08-11T21:03Z 10.5K followers, [----] engagements


"If investing in magnets works (see $NOPMF) then shouldn't investing in lasers also work Can anyone disprove the above logic $IPGP"  
[X Link](https://x.com/taobanker/status/1955030039256502599)  2025-08-11T22:14Z 10.7K followers, [----] engagements


"In $NGS conference call CEO talks about green shoots for deploying smaller compressors into natty operations.this is incrementally bullish and every $ of cash flow helps as we convince the market we are making good investments w/ debt here Just read through $NGS quarter. COO suddenly out due to random family development. Listing fabrication facility for sale. Low horsepower compression seems to continue to bleed out contracts. Otherwise looks like business is going to plan. Small repurchase plan approved. Adj. Just read through $NGS quarter. COO suddenly out due to random family development."  
[X Link](https://x.com/taobanker/status/1955285921814745403)  2025-08-12T15:11Z 10.5K followers, [----] engagements


"$MCS I wrote it up [--] years ago saying it was fairly valued at around this price $433mm market cap movie theater + hotel owner-operator. Ballpark 2/3 of ebitda from theaters 1/3 from hotel but keep in mind hotel capex is a bitch. Spent a metric fuckton -- $300mm+ -- upgrading their movie theaters in the years leading up to [----]. Massive L but at least they have nice theaters now. And we are still depreciating those investments $45mm a year while movie theater maintenance capex is prob $15mm-$20mm now. Similarly I believe they caught up on hotel capex over the last few years. Point being -- we"  
[X Link](https://x.com/taobanker/status/1976592351872106849)  2025-10-10T10:15Z 10.5K followers, [----] engagements


"Oh my goodness. I gave the new ChatGPT 5-pro a prompt to write a Taiheiyo Cement memo with a couple dozen lines of rough notes to look for. It fucking nailed the main thesis right off the bat -- not just a turnaround / value trap but a margin expansion story"  
[X Link](https://x.com/taobanker/status/1978132110050288061)  2025-10-14T16:13Z 10.6K followers, [----] engagements


"$OTLY how the fuck do you lose $200mm selling $800mm of oat mik Basedgod please crash the economy"  
[X Link](https://x.com/taobanker/status/1978271777710026894)  2025-10-15T01:28Z 10.7K followers, [---] engagements


"Just refreshed the rock tracker. Not much has changed in terms of the top picks. In my opinion $5233 $GCC.MX and $BZU.MI are the blue chips. $LOMA is interesting but look at it side by side with $GCC.MX and it's just like why take that risk"  
[X Link](https://x.com/taobanker/status/1980885333953986924)  2025-10-22T06:34Z 10.6K followers, [----] engagements


"If you'll kindly note my proprietary adj rock earnings has neatly sorted $bzu.mi and $5233.t to the top of the actual smid cap cementcos on this list -- both are subjects of recent activist campaigns / long reports. this adj rock earnings thing is pretty kickass"  
[X Link](https://x.com/taobanker/status/1981852254715220350)  2025-10-24T22:36Z 10.6K followers, [----] engagements


"$NGS a business where management pretty much tells you the ROIIC explicitly Buffett talks about return on incremental invested capital Source:@BluegrassCap https://t.co/EhngT40ktz Buffett talks about return on incremental invested capital Source:@BluegrassCap https://t.co/EhngT40ktz"  
[X Link](https://x.com/taobanker/status/1982207595726176481)  2025-10-25T22:08Z 10.5K followers, [----] engagements


"After expressing interest in $BZU.MI rocks report by @KerrisdaleCap I was graciously invited to a Zoom call with him and his top rocks analyst. I love the internet One nuance I learned about the rock + cement industry is that if you're sufficiently inland"  
[X Link](https://x.com/taobanker/status/1982841889842942061)  2025-10-27T16:08Z 10.6K followers, [----] engagements


"Tired of being tossed around by the market recently I've spent some time taking a first pass at a long term dividend / bond alt basket. Note avg dividend is overstated due to $BME.L data issue. Thoughts $UNP $CNI $BAH $TAP $TGT $ABF.L $BME.L $LMT $NRP $CABGY $CCHGY $OLVAS"  
[X Link](https://x.com/taobanker/status/1983667208627843296)  2025-10-29T22:48Z 10.6K followers, [----] engagements


"Towerview has been bagholding $TRC for SEVENTEEN YEARS"  
[X Link](https://x.com/taobanker/status/1983965780086857762)  2025-10-30T18:34Z 10.5K followers, [---] engagements


"jfc citrini wrote a lot about gas. I ain't reading all that. Nice to see the compression shoutout tho with $KGS. Will ask my AI to summarize how it relates to $PNRG"  
[X Link](https://x.com/taobanker/status/1984648070152265953)  2025-11-01T15:45Z 10.7K followers, [----] engagements


"$OMSE blocked on schwab online trading = moon sauce"  
[X Link](https://x.com/taobanker/status/1985367214736695496)  2025-11-03T15:23Z 10.6K followers, [---] engagements


"$SBNC 10k share price goes hard af"  
[X Link](https://x.com/taobanker/status/1985457796226199832)  2025-11-03T21:23Z 10.5K followers, [----] engagements


"$MNTN CEO is on bloomberg At first he sounded cringe talking about street price targets But then he explained the business model (routing targeting TV ads) and said 50% of the company is software engineers It seems like they're already profitable too Learning more"  
[X Link](https://x.com/taobanker/status/1986084004034937204)  2025-11-05T14:51Z 10.6K followers, [----] engagements


"Howdy folks. I did another round of Sunday Market Prep this week on my blog. I also posted some thoughts on my experiences managing watchlists/spreadsheets: $BME.L $OMSE $TUSK $BBW $CROX $LULU $ANF $CRI"  
[X Link](https://x.com/taobanker/status/1987618032106058067)  2025-11-09T20:27Z 10.6K followers, [----] engagements


"$NGS operating SUPERIOR TECHNOLOGY in an OLIGOPOLY market -- 20%+ ROIC"  
[X Link](https://x.com/taobanker/status/1988310913859096605)  2025-11-11T18:20Z 10.5K followers, [---] engagements


"Bessent: banana tariffs going down $FDP $DOLE $ORS.MI"  
[X Link](https://x.com/taobanker/status/1988655003947684306)  2025-11-12T17:07Z 10.6K followers, [---] engagements


"$LSF it's over sorry"  
[X Link](https://x.com/taobanker/status/1988916975616012517)  2025-11-13T10:28Z 10.5K followers, [----] engagements


"$OMSE lockup expired"  
[X Link](https://x.com/taobanker/status/1989106108649337241)  2025-11-13T23:00Z 10.7K followers, [----] engagements


"I think this may be the real reason for $YELP selloff: $YELP management is the only tech team in the world that manages to sandbag itself by reporting adjusted EBITDA. $YELP began reducing RSUs as a portion of total employee comp. Then they made acquisition(s) creating gw"  
[X Link](https://x.com/taobanker/status/1989808863093182558)  2025-11-15T21:32Z 10.7K followers, [----] engagements


"$CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated"  
[X Link](https://x.com/taobanker/status/1989814801485471902)  2025-11-15T21:56Z 10.6K followers, [----] engagements


"I've been informed that @KerrisdaleCap is hosting a $bzu.mi / cement spaces at noon EST. I will be joining and may ask some questions"  
[X Link](https://x.com/taobanker/status/1990459939505217668)  2025-11-17T16:40Z 10.5K followers, [---] engagements


"$ww reorged but is still forecasted to have 10% revenue decline with over 150% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake $ww reorged but is still forecasted to have 6% revenue decline with over 100% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake $ww reorged but is still forecasted to have 6% revenue decline with over 100% of its current market cap in debt and negative working capital. why own this"  
[X Link](https://x.com/taobanker/status/1990908013415158011)  2025-11-18T22:20Z 10.6K followers, [----] engagements


"jim rickards dumping $geos ahead of earnings"  
[X Link](https://x.com/taobanker/status/1991193909528064257)  2025-11-19T17:16Z 10.5K followers, [----] engagements


"@APKramar my portfolio: everything keeps balancing each other out. can't gain any traction. been losing money trading while longer term holds have been gaining in aggregate. $nc $ngs breaking out. boomer stonks in general: anti-bubble / reverse momentum. go down every single day"  
[X Link](https://x.com/taobanker/status/1991668125906137113)  2025-11-21T00:40Z 10.5K followers, [---] engagements


"@APKramar i think you can probably pass over $ngs here but $nc potentially has crazy upside so it would make more sense to buy a breakout"  
[X Link](https://x.com/taobanker/status/1991670938610331835)  2025-11-21T00:52Z 10.5K followers, [--] engagements


"Believing that these world-class assets will not recover long-term Is one of the most retarded beliefs someone could have $MTN I would look into buying Ski resorts are a consolidating industry with a limited number of mountains available And theyre all increasingly owned and operated by private equity Skiing and snow sports arent going away $MTN I would look into buying Ski resorts are a consolidating industry with a limited number of mountains available And theyre all increasingly owned and operated by private equity Skiing and snow sports arent going away $MTN"  
[X Link](https://x.com/taobanker/status/1992252430780961072)  2025-11-22T15:22Z 10.6K followers, [----] engagements


"The backdrop: It was [----]. The market was in turmoil. No one knew where to turn but $DBMF number was going up. The solution: "Macro Strategist" Mike Green launches and aggressively markets competing product $CTA as a refuge from "passive flows" The outcome:"  
[X Link](https://x.com/taobanker/status/1992382321568477334)  2025-11-22T23:58Z 10.5K followers, [----] engagements


"My quant is pushing me hard on $GPN. He said they're gmi and it's better than something like $PYPL because they're actually the rails to paypal. That's as far as I could absorb so far due to my ADHD. The reason I bring this up is that my first instinct is to shit on any payments"  
[X Link](https://x.com/taobanker/status/1992610104500445394)  2025-11-23T15:04Z 10.5K followers, [----] engagements


"Does optics mean lasers If so does that mean we should buy $IPGP Many are saying this https://t.co/pYURGrrmX9 Many are saying this https://t.co/pYURGrrmX9"  
[X Link](https://x.com/taobanker/status/1992610725781762550)  2025-11-23T15:06Z 10.6K followers, [----] engagements


"I enjoyed reading this $fila.mi writeup would like to see someone directly compare it to $bb.pa $FILA.MI 9M [----] results presentation directly highlights the value of the companys $DOMS stake in comparison to their own market cap. This seems to be the first time the company has done this. https://t.co/1AglCsaxKQ $FILA.MI 9M [----] results presentation directly highlights the value of the companys $DOMS stake in comparison to their own market cap. This seems to be the first time the company has done this. https://t.co/1AglCsaxKQ"  
[X Link](https://x.com/taobanker/status/1992782271963893844)  2025-11-24T02:28Z 10.6K followers, [----] engagements


"Massive piece of shit $GEOS potentially buyable here if you're willing to forget about it for a year or more. This is one of the most idiosyncratic situations in the market. I would be interested in any estimates of potential Heartbeat Detector revenue"  
[X Link](https://x.com/taobanker/status/1993458718000980408)  2025-11-25T23:16Z 10.5K followers, [---] engagements


"They say there's no such thing as a quintuple top $NGS"  
[X Link](https://x.com/taobanker/status/1993469370044235816)  2025-11-25T23:58Z 10.5K followers, [----] engagements


"- It's actually kind of optimal for compression providers that oil stays at a breakeven or slightly profitable price point because this relieves the risk of the industry overbuilding and subsequently busting $NGS $AROC $USAC $KGS"  
[X Link](https://x.com/taobanker/status/1994203862144536669)  2025-11-28T00:37Z 10.6K followers, [---] engagements


"few understand this this is one of the most bizarre accounting situations in the entire market $YELP VOLUNTARILY REPORTS ADJUSTED EBITDA WHILE INTENTIONALLY REDUCING SBC LOL THEY LITERALLY SET THEMSELVES UP TO DISAPPOINT THEIR OWN JUICED METRIC MEANWHILE ACTUAL BIZ CRUSHING I think this may be the real reason for $YELP selloff: $YELP management is the only tech team in the world that manages to sandbag itself by reporting adjusted EBITDA. $YELP began reducing RSUs as a portion of total employee comp. Then they made acquisition(s) creating gw https://t.co/kpy3C6BfAv I think this may be the"  
[X Link](https://x.com/taobanker/status/1994572948150390981)  2025-11-29T01:03Z 10.7K followers, [----] engagements


"PERMANENT INCOME PORTFOLIO: - Strong balance sheets - Lindy - International exposure $CET $NRP $HMSP.JK $MLBI.JK $MTN $BB.PA $ABF.L $TWE.AX $YAMCY $GRUMAB.MX $TAP $LMT"  
[X Link](https://x.com/taobanker/status/1995633840648585541)  2025-12-01T23:19Z 10.6K followers, [----] engagements


"$med i've never seen something blow up quite like this i mean this is really incredible"  
[X Link](https://x.com/taobanker/status/1995647808825950683)  2025-12-02T00:14Z 10.5K followers, [---] engagements


"@MowTrader i feel like that's a good catalyst only thing keeping me away is $ngs is still noticeably cheaper with better growth prospects"  
[X Link](https://x.com/taobanker/status/1995876150468641071)  2025-12-02T15:22Z 10.5K followers, [--] engagements


"$ngvc is lowkey buyable here but most of you aren't ready for that conversation I'm seeing 13x trailing earnings and that seems like a really fair price this is a high quality entry point"  
[X Link](https://x.com/taobanker/status/1995991361535844525)  2025-12-02T22:59Z 10.5K followers, [----] engagements


"$ACCO most of you aren't ready for this conversation"  
[X Link](https://x.com/taobanker/status/1996225440323612712)  2025-12-03T14:30Z 10.7K followers, [---] engagements


"what is a good price to buy $hypd"  
[X Link](https://x.com/taobanker/status/1996247293725377016)  2025-12-03T15:56Z 10.5K followers, [----] engagements


"this is why i'm concerned to not own $txrh it seems like they found a business model that just works My biggest investing miss: CMG Ate there for the first time in [----]. The food of the gods. I said to myself I'm buying this stock. Went into work the next morning and looked at the P/E. Nope. Holy F. The stock went up for almost [--] years. Put that one on my tombstone. My biggest investing miss: CMG Ate there for the first time in [----]. The food of the gods. I said to myself I'm buying this stock. Went into work the next morning and looked at the P/E. Nope. Holy F. The stock went up for almost"  
[X Link](https://x.com/taobanker/status/1996585045629321675)  2025-12-04T14:19Z 10.5K followers, [----] engagements


"$LSF under deep selling pressure has a strong balance sheet with 23% net cash and decent amount of working capital grew revenue 10% y/y last quarter issue is its still sub-scale for most m&a potential while growth has slowed but product/brand is pretty solid"  
[X Link](https://x.com/taobanker/status/1996764212543009155)  2025-12-05T02:11Z 10.5K followers, [----] engagements


"HUGE Y/Y STREET PT DOWNGRADES $NVO -58% $FRPT -57% $BME.L -57% $CAVA - 57% $KMX -52% $LINE -49% $COLD -49% $ARE -48% $PTLO -48% $LULU -48% $CRI -48% IT'S ALL A BIG GAME OF GRAB ASS BETWEEN PODS AND STREET.GET IN WHERE YOU FIT IN AND SQUEEZE FIRM WHEN YOU FEEL TUSHY"  
[X Link](https://x.com/taobanker/status/1998204817366512000)  2025-12-09T01:35Z 10.6K followers, [----] engagements


"how do we feel about $cmp as a polar vortex play anyone read this quarter"  
[X Link](https://x.com/taobanker/status/1998444697887350901)  2025-12-09T17:28Z 10.6K followers, [----] engagements


"$lsf is extremely puntable here with 24% net cash balance and 29% inventory to market cap. this isn't a hard decision. there is more upside risk than downside risk"  
[X Link](https://x.com/taobanker/status/1998527798936469651)  2025-12-09T22:58Z 10.5K followers, [---] engagements


"Some ideas I'm interested in at the moment: $ARE it's an asymmetric moment to own this right now because the only thing most real estate investors know is that the fed just cut rates $TOKMAN listen do you want to own finnish discount stores or not cuz you gotta decide atp"  
[X Link](https://x.com/taobanker/status/1998887570143588674)  2025-12-10T22:48Z 10.7K followers, [----] engagements


"$MTN simply got too cheap for top tier long duration assets. It's that simple"  
[X Link](https://x.com/taobanker/status/1999602775622103094)  2025-12-12T22:10Z 10.6K followers, [----] engagements


"Have you considered going long sugar anon Jim Rogers said it's very cheap and the other thing that he said is very cheap is silver"  
[X Link](https://x.com/taobanker/status/1999877496347734303)  2025-12-13T16:22Z 10.6K followers, [----] engagements


"Just topped off my $ABF.L $ASBFY to a full 5% position To me this is the cheapest blue chip in the world"  
[X Link](https://x.com/taobanker/status/2000575498196312122)  2025-12-15T14:35Z 10.6K followers, [---] engagements


"i just took a quick loss on $axr it's too hard to tell what's really going on at this point i might buyback in the new year tho"  
[X Link](https://x.com/taobanker/status/2000611474780139838)  2025-12-15T16:58Z 10.7K followers, [---] engagements


"when people criticize management for very specific reasons that's bearish when people trash talk management and it's just bc the stonk price is down that's bullish"  
[X Link](https://x.com/taobanker/status/2000618541842678099)  2025-12-15T17:26Z 10.5K followers, [----] engagements


"what would happen if we bought $virt here chart looks good Surely this is bullish volatility/flow names like $VIRT $CBOE $IBKR etc Surely this is bullish volatility/flow names like $VIRT $CBOE $IBKR etc"  
[X Link](https://x.com/taobanker/status/2000736909392314616)  2025-12-16T01:17Z 10.6K followers, [----] engagements


"I need some answers at this point. Do we know why $arlp is trading so cheap or what"  
[X Link](https://x.com/taobanker/status/2001415943352615099)  2025-12-17T22:15Z 10.7K followers, [----] engagements


"WOW. $TWE.AX in absolute freefall. I will probably be buying"  
[X Link](https://x.com/taobanker/status/2001473523802341519)  2025-12-18T02:04Z 10.6K followers, [----] engagements


"I'm gonna be so mad when $VIRT doubles in [----] and i don't own any"  
[X Link](https://x.com/taobanker/status/2001766145658126340)  2025-12-18T21:26Z 10.6K followers, [----] engagements


"$PTLO is a long term buy but most of you aren't ready for that conversation"  
[X Link](https://x.com/taobanker/status/2002758230121025884)  2025-12-21T15:09Z 10.6K followers, [----] engagements


"I'm not gonna lie to you guys $DEO isn't unbuyable. They got a good price selling those African operations"  
[X Link](https://x.com/taobanker/status/2003146912430543134)  2025-12-22T16:53Z 10.5K followers, [----] engagements


"The reddit chatter on $LSF acquisition navitas organics seems generally pretty positive. The matcha is reported as high quality + good price. The cocoa has been tested as lower in heavy metals than anywhere else"  
[X Link](https://x.com/taobanker/status/2003147611612778804)  2025-12-22T16:56Z 10.6K followers, [----] engagements


"$WHR $LOVE Tax refund season should result in the biggest consumer stimulus since the COVID checks. If employment holds up have to think it's a massive tailwind (finally) for large ticket household items and possibly autos. Could be quite a [----] for some beaten down names. Tax refund season should result in the biggest consumer stimulus since the COVID checks. If employment holds up have to think it's a massive tailwind (finally) for large ticket household items and possibly autos. Could be quite a [----] for some beaten down names"  
[X Link](https://x.com/taobanker/status/2003457747065696406)  2025-12-23T13:28Z 10.6K followers, [----] engagements


"I'm not saying I understand $LW but i just put it in my tracker and I don't see any reason to own this. it isn't cheap and it has a lot of debt"  
[X Link](https://x.com/taobanker/status/2003587268637004262)  2025-12-23T22:03Z 10.5K followers, [----] engagements


"$DEO is finally buyable but most of you aren't ready for that conversation"  
[X Link](https://x.com/taobanker/status/2003589755183964278)  2025-12-23T22:13Z 10.7K followers, [----] engagements


"@sadvalueinvestr @BuffaloBillCo We're close but I'm leading with $tap. Think I will buy $deo because they really do have excellent brands. $REMYY i would like to know if a buyout is a potential if so I think it's a buy too"  
[X Link](https://x.com/taobanker/status/2003614352918925427)  2025-12-23T23:51Z 10.6K followers, [---] engagements


"that could be profitable next year according to at least one analyst lol $JCTC eternal shitco at .38 tbv $CHCI lowkey already have a full position here gonna try to lobby to buy more DC area property manager $NICE software shitco idk $SEG real estate w net cash .53 TBV"  
[X Link](https://x.com/taobanker/status/2003938419966447977)  2025-12-24T21:18Z 10.5K followers, [---] engagements


"$OMSE now trading at TBV $OMSE lockup expired https://t.co/1B8IxdNLKr $OMSE lockup expired https://t.co/1B8IxdNLKr"  
[X Link](https://x.com/taobanker/status/2004916764451504285)  2025-12-27T14:06Z 10.5K followers, [----] engagements


"my prediction for [----] is $yelp receives a takeout offer"  
[X Link](https://x.com/taobanker/status/2005273915598500313)  2025-12-28T13:45Z 10.7K followers, [----] engagements


"$cour Michael Mauboussin on M&A "Cost synergies are more reliable than revenue synergies." https://t.co/GRvu2gXWsf Michael Mauboussin on M&A "Cost synergies are more reliable than revenue synergies." https://t.co/GRvu2gXWsf"  
[X Link](https://x.com/taobanker/status/2005619874761240973)  2025-12-29T12:40Z 10.7K followers, [----] engagements


"in a bull market people will be like "I took my daughter to this fake sushi place and bought shares and that's my investment thesis" $krus"  
[X Link](https://x.com/taobanker/status/2005998066365796410)  2025-12-30T13:43Z 10.6K followers, [----] engagements


"My thoughts on microcap merger arb type situations in the wake of $FONR after I similarly flopped on $GHSI a couple years ago"  
[X Link](https://x.com/taobanker/status/2006094661870342546)  2025-12-30T20:06Z 10.6K followers, [----] engagements


"Biggest short momentum into year-end $UPWK $PRMB $EZPW $BBW $VRA $WW $ELF $MPTI $PSIX $NSA $CBRL $KMB $LINE $BMBL $DIN Personally I'm most interested in $CBRL.that last quarter was so terrible it would be tough for them to miss next quarter imo"  
[X Link](https://x.com/taobanker/status/2006160959564329440)  2025-12-31T00:30Z 10.5K followers, [----] engagements


"This isn't normally on my radar but $MORN is looking pretty attractive"  
[X Link](https://x.com/taobanker/status/2007215517669724311)  2026-01-02T22:20Z 10.7K followers, [----] engagements


"Having one of those generalist moments with $MORN where it's like wait a minute isn't this a quite high quality business trading at an extremely reasonable price"  
[X Link](https://x.com/taobanker/status/2007460381178941895)  2026-01-03T14:33Z 10.7K followers, 12.9K engagements


"@riceforthought @EventDrivenEddy Honestly braze does seem like exactly the type of dogshit software that some marketing person could vibe code"  
[X Link](https://x.com/taobanker/status/2007505206880415885)  2026-01-03T17:31Z 10.5K followers, [---] engagements


"@evrgn11112231 @matt_slotnick @atelicinvest did you care to share a view on $morn btw"  
[X Link](https://x.com/taobanker/status/2007627564001702023)  2026-01-04T01:38Z 10.7K followers, [---] engagements


"@evrgn11112231 @matt_slotnick @atelicinvest respectfully how you gonna stan MCO/SPGI etc without having $MORN mapped out as a comp"  
[X Link](https://x.com/taobanker/status/2007628247165706439)  2026-01-04T01:40Z 10.7K followers, [---] engagements


"$LEGH vs $AXR somewhat similar value proposition given the sector and strong balance sheets. My choice here is $LEGH because of more regular earnings a clearer capital allocation policy and "things happening" (management changes). I picked some up today"  
[X Link](https://x.com/taobanker/status/2008292923750727720)  2026-01-05T21:41Z 10.7K followers, [----] engagements


"There's no way that $COUR $UDMY don't have a better chance together than separately right"  
[X Link](https://x.com/taobanker/status/2008299293052932450)  2026-01-05T22:07Z 10.7K followers, [---] engagements


"Here's a defensive trade that's unlikely to get disrupted: $ARTNA pennsylvania water utility trading for less than 15x trailing earnings you won't get rich holding this but it's better than bonds at least"  
[X Link](https://x.com/taobanker/status/2008316075125989634)  2026-01-05T23:13Z 10.5K followers, [----] engagements


"Lowkey realized I'm sleeping on $JBSS here. If there's one thing I do constantly it's trading into a better portfolio. So for example today I started ramping up consumer staples $cpb and even a little $gis. But when I look at the numbers they don't stack up versus $jbss"  
[X Link](https://x.com/taobanker/status/2008345200221946264)  2026-01-06T01:09Z 10.6K followers, [----] engagements


"Honestly I totally understand how something like $cpb trades down to 12x earnings in the modern market structure (with so many l/s investors). I am long and I would literally consider this as a funding short if I could"  
[X Link](https://x.com/taobanker/status/2008525689725874197)  2026-01-06T13:06Z 10.6K followers, [----] engagements


"even though it's in my sticky i don't own a $carg position rn. is that a mistake I have it mentally in a similar category as $yelp but with better growth prospects and a higher valuation. I feel like it should be a 1% position"  
[X Link](https://x.com/taobanker/status/2008625461228958090)  2026-01-06T19:43Z 10.7K followers, [---] engagements


"Name a business that comps favorably vs $morn"  
[X Link](https://x.com/taobanker/status/2008923826860503268)  2026-01-07T15:28Z 10.7K followers, [---] engagements


"@flippyfloppy52 Yep you hit the nail on the head. My research partner called this out many years ago. That's why I'm long grocers $ASBFY $NGVC $VLGEA"  
[X Link](https://x.com/taobanker/status/2008948150216872389)  2026-01-07T17:05Z 10.5K followers, [---] engagements


"After learning more about shorting I understand why it's generally smarter to short something like $TR than a meme stonk. Basically the main benefit of going short is being able to buy more good longs. To that end it's way more important to minimize blowup risk than make $ short"  
[X Link](https://x.com/taobanker/status/2009331680226738384)  2026-01-08T18:29Z 10.7K followers, [----] engagements


"I'm only up like 2% this year and it's highkey fucking pathetic My insistence on not doing the popular thing is costing me too much money I need to dial back in. who's your top guy to follow these days to make money"  
[X Link](https://x.com/taobanker/status/2009997186482978844)  2026-01-10T14:34Z 10.6K followers, 36.7K engagements


"What do you reckon Fintwit would have had to say about $EA at that time Massively divergent views get massively paid -- when correct Here's to thinking big in the 2030's and beyond. Decided to become a #neversell https://t.co/DHnah4gqrf Decided to become a #neversell https://t.co/DHnah4gqrf"  
[X Link](https://x.com/taobanker/status/2010073899091075233)  2026-01-10T19:38Z 10.6K followers, [----] engagements


"Markets are just people clicking buy and sell buttons. 95% of $PYPL longs will never change their minds it's too late for them. $PYPL is buying back over $2bb per year. The thing to watch here is short interest currently at $2.5bb. Shorts either ramp or get plowed"  
[X Link](https://x.com/taobanker/status/2010358713433940091)  2026-01-11T14:30Z 10.7K followers, [----] engagements


"@FishtownCap tru i mean i'm hearing this $gpn pitch from enough people it seems credible enough but i cant for the life of me muster up the interest to figure out what they do to me payments = blackbox. i at least am familiar with paypal brand and user experience. will prob punt $gpn too"  
[X Link](https://x.com/taobanker/status/2010503551236137131)  2026-01-12T00:06Z 10.7K followers, [---] engagements


"My lowest effort / highest efficiency AI pick is $PSIX. I say this not because I know anything about AI but because I keep hearing it's legit and it has a reasonable valuation / financial profile / story"  
[X Link](https://x.com/taobanker/status/2010505062183768403)  2026-01-12T00:12Z 10.6K followers, 10.4K engagements


"I just bought $pypl $yelp $carg $psix and $gtlb but the only reason why is because I'm a massive chad. Don't try this at home"  
[X Link](https://x.com/taobanker/status/2010726757398430069)  2026-01-12T14:53Z 10.7K followers, [----] engagements


"You guys convinced me $morn isn't that great of a business so Im taking off my tracker position but we're all definitely wrong"  
[X Link](https://x.com/taobanker/status/2010738137438564387)  2026-01-12T15:38Z 10.7K followers, [---] engagements


"Every time I go out IRL i see people drinking the same thing. miller lite . and usually one or two weird guys drinking $bud products . you never even hear about $heiny anymore they fell off hard. winners drink miller lite $tap Say it with me booze is coming back. Say it with me booze is coming back"  
[X Link](https://x.com/taobanker/status/2010764668751544728)  2026-01-12T17:23Z 10.5K followers, [----] engagements


"the reason I dont like $stz aside from valuation is that these brands are vacation/island beers.these are not serious beers.modelo was/is a meme (sorry but its true).corona isn't a daily driver bc of the lime thing. miller lite is the lubricant that keeps economy going $tap"  
[X Link](https://x.com/taobanker/status/2010765927638356217)  2026-01-12T17:28Z 10.5K followers, [----] engagements


"only other alcohol company with a good portfolio of brands is $deo"  
[X Link](https://x.com/taobanker/status/2010766781435072692)  2026-01-12T17:32Z 10.6K followers, [---] engagements


"I can't believe I listened to the $hcc bears at the bottom tbh. Gotta underwrite through the cycle what can you say"  
[X Link](https://x.com/taobanker/status/2010776756391985358)  2026-01-12T18:11Z 10.5K followers, [----] engagements


"I love it how every time I try to explain this highly-unique situation that is a very plausible explanation of why $yelp stock is so cheap it gets zero engagement or interest The great irony of $yelp: In an effort to appease the street $yelp management has reduced its SBC as a share of employee comp. They mistakenly believe that this will impress the street. What they don't realize is that since they report ADJUSTED EBITDA this nerfs their comps The great irony of $yelp: In an effort to appease the street $yelp management has reduced its SBC as a share of employee comp. They mistakenly"  
[X Link](https://x.com/taobanker/status/2010820782872514637)  2026-01-12T21:06Z 10.7K followers, [----] engagements


"Anyone familiar with this fund or $DVA Doma Perpetual Capital Management holds 15.9% of their $298M portfolio in $DVA a stock down 8.2% over [--] days and 29% over the past year. They increased the position. The fund runs a 12-stock portfolio with 99% concentrated in their top [--] holdings. Pedro Escudero's firm Doma Perpetual Capital Management holds 15.9% of their $298M portfolio in $DVA a stock down 8.2% over [--] days and 29% over the past year. They increased the position. The fund runs a 12-stock portfolio with 99% concentrated in their top [--] holdings. Pedro Escudero's firm"  
[X Link](https://x.com/taobanker/status/2010841593192878100)  2026-01-12T22:29Z 10.5K followers, [----] engagements


"$deo deleveraging with asset sales is going to counterintuitively draw more attention to how bloated their balance sheet is. asset sales prob only make sense if they improve EPS which is unlikely. this is why I generally avoid debt. it means you start in the hole as shareholder"  
[X Link](https://x.com/taobanker/status/2011071562724626725)  2026-01-13T13:43Z 10.7K followers, [---] engagements


"This will upset many of you but i'm thinking about buying $wday"  
[X Link](https://x.com/taobanker/status/2011100791978000857)  2026-01-13T15:39Z 10.5K followers, [----] engagements


"@Mr_Neutral_Man what do you think of the updated management agreement with vornado from a couple years ago"  
[X Link](https://x.com/taobanker/status/2011275777590047089)  2026-01-14T03:14Z 10.6K followers, [---] engagements


"nvm fuck $pypl and $gpn i'm going full bore into $btg after fomo from selling $nexa too early"  
[X Link](https://x.com/taobanker/status/2011470162688409628)  2026-01-14T16:07Z 10.7K followers, [----] engagements


"how is it possible i'm already down 2% on $yelp"  
[X Link](https://x.com/taobanker/status/2011475304838004822)  2026-01-14T16:27Z 10.7K followers, [----] engagements


"$ARLP was just trading down because of bitcoin I find it hard to imagine that $ARLP closes the year down from here"  
[X Link](https://x.com/taobanker/status/2011564069933953468)  2026-01-14T22:20Z 10.7K followers, [---] engagements


"is $carg goated or no-moated $CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated $CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated"  
[X Link](https://x.com/taobanker/status/2011568031387041890)  2026-01-14T22:36Z 10.6K followers, [----] engagements


"Look how bombed out $cour is no one is talking about this"  
[X Link](https://x.com/taobanker/status/2011848380842979740)  2026-01-15T17:10Z 10.7K followers, [----] engagements


"Wow. My quant ran over a thousand simulations and in every single situation the optimal portfolio was 100% long Taiheiyo Cement"  
[X Link](https://x.com/taobanker/status/2011858569356849607)  2026-01-15T17:50Z 10.6K followers, [----] engagements


"Computer find the cheapest IV in the $TAP options chain"  
[X Link](https://x.com/taobanker/status/2011873426940551294)  2026-01-15T18:49Z 10.6K followers, 14.5K engagements


"$WDAY large cap anomaly trading at 16% discount to lowest of [--] street price targets trading at a 2.4% to 3.7% forward gaap earnings yield small but significant net cash position this is a rare setup and probably good for a short term boink"  
[X Link](https://x.com/taobanker/status/2011927301504504236)  2026-01-15T22:23Z 10.6K followers, [----] engagements


"what's going on here $mntn $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated sector. https://t.co/0JT0BdElCo $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated"  
[X Link](https://x.com/taobanker/status/2012026647403458918)  2026-01-16T04:58Z 10.6K followers, [----] engagements


"don't make me write a letter to $mtn board . if i were CEO visits wouldn't be down 20% they would be down 50%. prices would be up 200%.I would make it clear that anyone who can't afford to ski in america is poor. stock would 3x in [--] years. honestly pretty incredible visitors are down 20% and lift revenue only down 2% $MTN honestly pretty incredible visitors are down 20% and lift revenue only down 2% $MTN"  
[X Link](https://x.com/taobanker/status/2012029473584267451)  2026-01-16T05:09Z 10.6K followers, [----] engagements


"$etor what's up I know $HOOD has dipped from the October highs of $140s to $150s but still I'm much more interested in $ETOR. Would love more feedback from their users which are not really US. About 70% Europe. Also compare and contrast with Webull $BULL UI and offerings if you use both. https://t.co/nd03y6Hk3n I know $HOOD has dipped from the October highs of $140s to $150s but still I'm much more interested in $ETOR. Would love more feedback from their users which are not really US. About 70% Europe. Also compare and contrast with Webull $BULL UI and offerings if you use both."  
[X Link](https://x.com/taobanker/status/2012041518912323898)  2026-01-16T05:57Z 10.7K followers, [----] engagements


"$czmwy $afx.de total annihilation"  
[X Link](https://x.com/taobanker/status/2012042737768677437)  2026-01-16T06:02Z 10.6K followers, [---] engagements


"@taketheLearly that's a very keen observation sir. Can you imagine $CPB re-rating to 15x $1bb I can. Lots of upside"  
[X Link](https://x.com/taobanker/status/2012228471036997965)  2026-01-16T18:20Z 10.5K followers, [---] engagements


"@taketheLearly $cpb makes only 30% margins now some see that as bearish i see it as bullish"  
[X Link](https://x.com/taobanker/status/2012229118981485021)  2026-01-16T18:23Z 10.5K followers, [---] engagements


"the craziest thing is they think i won't buy more $yelp"  
[X Link](https://x.com/taobanker/status/2012239596789150003)  2026-01-16T19:04Z 10.7K followers, [---] engagements


"I want to hear from people who are long or short $TMUS $MORN $ADBE $PYPL"  
[X Link](https://x.com/taobanker/status/2012243371775992310)  2026-01-16T19:19Z 10.7K followers, [----] engagements


"what about $dbx"  
[X Link](https://x.com/taobanker/status/2012248502861017599)  2026-01-16T19:40Z 10.5K followers, [---] engagements


"call me stubborn but i'm going with $yelp and $carg for internet stonks or whatever they're called these days"  
[X Link](https://x.com/taobanker/status/2012266314551681285)  2026-01-16T20:50Z 10.7K followers, [---] engagements


"$tti god damnit i hate it when a cyclical breaks out of a long base and i know it's going to keep going up and i don't do anything"  
[X Link](https://x.com/taobanker/status/2012273249653043490)  2026-01-16T21:18Z 10.5K followers, [---] engagements


"Holy frack Look at today's heatmaps. You're looking at a true bludgeoning lads. Consumer and software got ass-blasted. Rumors of a Docusign pod blowing up"  
[X Link](https://x.com/taobanker/status/2012283745898799286)  2026-01-16T22:00Z 10.5K followers, [---] engagements


"$tost seems interesting Another bloodbath SaaS day but $AXON $TOST $IOT $TTAN are green (or basically flat) [--]. Deep vertical integration [--]. Fintech + hardware integration [--]. Users cant be replaced by LLM Better odds AI is a tailwind or at least wont kill them All expensive. Not investment advice Another bloodbath SaaS day but $AXON $TOST $IOT $TTAN are green (or basically flat) [--]. Deep vertical integration [--]. Fintech + hardware integration [--]. Users cant be replaced by LLM Better odds AI is a tailwind or at least wont kill them All expensive. Not investment advice"  
[X Link](https://x.com/taobanker/status/2012321557264151030)  2026-01-17T00:30Z 10.5K followers, [----] engagements


"@jynxsp0ck $cpb or $jbss imo"  
[X Link](https://x.com/taobanker/status/2012366098897801636)  2026-01-17T03:27Z 10.5K followers, [--] engagements


"frozen food basket: $TSN $LW $NOMD what do you think"  
[X Link](https://x.com/taobanker/status/2012533739163664871)  2026-01-17T14:33Z 10.7K followers, [----] engagements


"seems like it could be time to buy $line @Mr_Neutral_Man"  
[X Link](https://x.com/taobanker/status/2012540272190587252)  2026-01-17T14:59Z 10.5K followers, [----] engagements


"@Sockfacesays it's a way better experience controlling the timing portions and being able to see the ingredients and calories and it's all generally higher quality than the absolute slop restaurants serve now. sounds like the play is $tsn $lw consumer moving down market to frozen tendies"  
[X Link](https://x.com/taobanker/status/2012541974436356395)  2026-01-17T15:06Z 10.7K followers, [---] engagements


"@taketheLearly @NuggetCapital what do you think about this potential for the consumer to trade down into frozen foods now that restaurant value prop has completely failed could it be material for $line"  
[X Link](https://x.com/taobanker/status/2012544879209898453)  2026-01-17T15:17Z 10.7K followers, [---] engagements


"nano scanner best ideas $GTIM it's trading left for dead but the financials suggest it's nowhere near dead this is crazy puntable $GENK wtf is going on here suffering from beef inflation. expanding into grocery. huge upside potential. @irbezek upgraded to buy on jan 1"  
[X Link](https://x.com/taobanker/status/2012639049442357369)  2026-01-17T21:31Z 10.7K followers, [----] engagements


"for some reason my screener has the wrong market cap for $genk my bad"  
[X Link](https://x.com/taobanker/status/2012639406801272849)  2026-01-17T21:33Z 10.7K followers, [---] engagements


"is $zbh a buy Value medtech is still.value medtech $ZBH 'tempered sales growth' https://t.co/QigkS2xYJB Value medtech is still.value medtech $ZBH 'tempered sales growth' https://t.co/QigkS2xYJB"  
[X Link](https://x.com/taobanker/status/2012902215896146204)  2026-01-18T14:57Z 10.6K followers, [----] engagements


"u wanna talk about a stock that's beat to fucking shit how about $iep or let me guess you're too scared"  
[X Link](https://x.com/taobanker/status/2012921169544941668)  2026-01-18T16:12Z 10.7K followers, [----] engagements


"@The_Pro_Invest Some research indicated a lot of their brands are 60% to 100% more expensive than generics how do you feel about that in the context of european people being so frugal"  
[X Link](https://x.com/taobanker/status/2012996321276240062)  2026-01-18T21:11Z 10.7K followers, [---] engagements


"This is unbelievable. After [--] hours of strategizing yesterday Claude is smart enough to correctly choose a different execution style for $TBTC vs $DSWL. If this ends up working it's legit going to be life-changing"  
[X Link](https://x.com/taobanker/status/2013249820350115976)  2026-01-19T13:58Z 10.7K followers, [----] engagements


"$afx.de $czmwy how many times did i say this (many) as soon as i hear the word competition I run away competition is for *losers*"  
[X Link](https://x.com/taobanker/status/2013592856791822533)  2026-01-20T12:42Z 10.6K followers, [----] engagements


"daily $pypl shareholder cope"  
[X Link](https://x.com/taobanker/status/2013776918387085666)  2026-01-21T00:53Z 10.5K followers, [----] engagements


"hey so no one wants to buy $morn at 11x fwd ebitda right just making sure"  
[X Link](https://x.com/taobanker/status/2013809676148691248)  2026-01-21T03:03Z 10.7K followers, [----] engagements


"yo as far as simplify's lineup of scam products goes $rfix actually seems pretty interesting @JapanDeepValue1 @taobanker Join me in the agony of steadily adding to $RFIX a [--] year call on 10Y rates a near [--] duration. The water is warm. https://t.co/7MKe707yCQ @JapanDeepValue1 @taobanker Join me in the agony of steadily adding to $RFIX a [--] year call on 10Y rates a near [--] duration. The water is warm. https://t.co/7MKe707yCQ"  
[X Link](https://x.com/taobanker/status/2013854290230562919)  2026-01-21T06:00Z 10.5K followers, [----] engagements


"I love ordering $cava on doordash because it's like an exciting little $30 lottery. Could have primo quality ingredients or could literally be inedible. Especially the braised lamb"  
[X Link](https://x.com/taobanker/status/2013898023315591646)  2026-01-21T08:54Z 10.5K followers, [---] engagements


"$LINE best way to get long frozen foods long term"  
[X Link](https://x.com/taobanker/status/2014021154210456031)  2026-01-21T17:03Z 10.6K followers, [----] engagements


"$CAVA management doesn't get enough credit for gamifying food. It's a complete gamble every time I order. Brilliant"  
[X Link](https://x.com/taobanker/status/2014119660384321593)  2026-01-21T23:35Z 10.5K followers, [---] engagements


"Has anyone ever explained why I shouldn't buy $MORN"  
[X Link](https://x.com/taobanker/status/2014143252979482792)  2026-01-22T01:09Z 10.7K followers, [----] engagements


"$GPN $WEX Study these tickers Gator Capital Management Long $GPN Amazing track record Obvious Geniuses https://t.co/ikJWzrNAnr https://t.co/irqtNSNrf0 Gator Capital Management Long $GPN Amazing track record Obvious Geniuses https://t.co/ikJWzrNAnr https://t.co/irqtNSNrf0"  
[X Link](https://x.com/taobanker/status/2014143525256892434)  2026-01-22T01:10Z 10.6K followers, [----] engagements


"Internet money companies that I currently own $ADBE $CARG $YELP $MORN"  
[X Link](https://x.com/taobanker/status/2014351828054310930)  2026-01-22T14:57Z 10.7K followers, [----] engagements


"any generalists buying $csu here please refrain from commenting if you regularly suck off management"  
[X Link](https://x.com/taobanker/status/2014395214454984880)  2026-01-22T17:50Z 10.6K followers, [----] engagements


"buying $bmrry $bme.l i'm ready to be hurt again"  
[X Link](https://x.com/taobanker/status/2014708571133415527)  2026-01-23T14:35Z 10.6K followers, [----] engagements


"how the fuck am i already down half a percent on $bme.l"  
[X Link](https://x.com/taobanker/status/2014719509819482251)  2026-01-23T15:18Z 10.6K followers, [---] engagements


"I got schwab to take off my shitco trading restrictions this is huge"  
[X Link](https://x.com/taobanker/status/2014761107571843535)  2026-01-23T18:04Z 10.5K followers, [----] engagements


"$GRND under pressure from aggressive forced insider sales this should be a textbook buying opportunity Initiated a position in $GRND. Price action is tightening with declining volume. Fundamentals look solid valuation is attractive and there was heavy insider buying some weeks ago. On a tight leash. https://t.co/FCIAqG41He Initiated a position in $GRND. Price action is tightening with declining volume. Fundamentals look solid valuation is attractive and there was heavy insider buying some weeks ago. On a tight leash. https://t.co/FCIAqG41He"  
[X Link](https://x.com/taobanker/status/2015214906803458127)  2026-01-25T00:07Z 10.5K followers, [----] engagements


"@RodAlzmann I think $mtch is also interesting also $opra somewhat unrelated"  
[X Link](https://x.com/taobanker/status/2015216193553014952)  2026-01-25T00:12Z 10.5K followers, [---] engagements


"@KeremODB what have you noticed so far does it seem like there's signal in illiquid / small cap options chains"  
[X Link](https://x.com/taobanker/status/2015239525656596574)  2026-01-25T01:45Z 10.6K followers, [--] engagements


"study women if you want to make money in the market Pregame from hell https://t.co/Zlq9RJf0ao Pregame from hell https://t.co/Zlq9RJf0ao"  
[X Link](https://x.com/taobanker/status/2015459799786250610)  2026-01-25T16:20Z 10.7K followers, 1.1M engagements


"sigh. I should have bought $moh $cnc when they were trading like 20% net cash . sometimes the numbers are staring you right in the face and you gotta log off this website lmao. nice call @siyul"  
[X Link](https://x.com/taobanker/status/2015533649718833468)  2026-01-25T21:14Z 10.7K followers, [----] engagements


"My market maker / options / trade recommendation engine is live and ready to go to work tomorrow. I have designed this with supervised machine learning architecture so that it just keeps learning to recommend me better trades lmaooo. LET'S FUCKING GOOO"  
[X Link](https://x.com/taobanker/status/2015658359899230218)  2026-01-26T05:29Z 10.5K followers, [----] engagements


"One thing I feel like no one is talking about is the fact that if we weren't already at risk of deflationary shock inflationary pressures all but guarantee it. High prices cause deflation. It's really that simple"  
[X Link](https://x.com/taobanker/status/2015985100668690658)  2026-01-27T03:07Z 10.5K followers, [---] engagements


"They say there's no such thing as a quintuple top $5233"  
[X Link](https://x.com/taobanker/status/2016204807296467125)  2026-01-27T17:40Z 10.5K followers, [----] engagements


"$QCOM selling pressure = $MNTN buying opportunity $QCOM disposes [------] $MNTN shares for $6.6M implying up to 10% reduction to its 10% stake; this marks second Qualcomm sale after MNTN's May IPO which led to MNTN's 9% intra-week selloff (-33%+ from May-June '25) at the time https://t.co/qp0H2inw62 $QCOM disposes [------] $MNTN shares for $6.6M implying up to 10% reduction to its 10% stake; this marks second Qualcomm sale after MNTN's May IPO which led to MNTN's 9% intra-week selloff (-33%+ from May-June '25) at the time https://t.co/qp0H2inw62"  
[X Link](https://x.com/taobanker/status/2016285145540522112)  2026-01-27T23:00Z 10.6K followers, [----] engagements


"the price of $mntn seems wrong"  
[X Link](https://x.com/taobanker/status/2016285871046066494)  2026-01-27T23:03Z 10.7K followers, [----] engagements


"holy fuck there are some really awesome deals in the market i didn't really notice while i was vibe coding ideas: $DUOL $PINS $ADBE $MNTN $PYPL $CSU $MORN $COUR $INMD $NLOP $VVX"  
[X Link](https://x.com/taobanker/status/2016286333593956427)  2026-01-27T23:04Z 10.6K followers, [----] engagements


"why did $ryan seppuku today"  
[X Link](https://x.com/taobanker/status/2016304321294426564)  2026-01-28T00:16Z 10.6K followers, [----] engagements


"what would happen if we bought $tic"  
[X Link](https://x.com/taobanker/status/2016339592186654907)  2026-01-28T02:36Z 10.5K followers, [----] engagements


"$sbux you literally don't need to know anything about large caps except twitter sentiment"  
[X Link](https://x.com/taobanker/status/2016498179391316085)  2026-01-28T13:06Z 10.5K followers, [---] engagements


"IF YOU THINK YOU CAN VIBE CODE THE FULL FUNCTIONALITY OF DUOLINGO GO AHEAD AND TRY LMAO LET US KNOW HOW THAT WORKS OUT $DUOL"  
[X Link](https://x.com/taobanker/status/2016505262702563637)  2026-01-28T13:34Z 10.5K followers, [---] engagements


"I've been buying $genk. this company has been reinvesting a lot. if their frozen food takes off or the operating business turns around there's huge upside here. i'm curious to hear more about bear case tho"  
[X Link](https://x.com/taobanker/status/2016575822593757336)  2026-01-28T18:15Z 10.7K followers, [----] engagements


"another one of these small restaurant / franchise stocks i'm buying is $gtim i literally just started buying this and not sure how much i'll buy but i feel it's definitely puntable here"  
[X Link](https://x.com/taobanker/status/2016603013201248610)  2026-01-28T20:03Z 10.7K followers, [----] engagements


"@CapitalFang would be curious for you to take a look at $gtim and $mhgu also would love to know what you're thinking about $genk here"  
[X Link](https://x.com/taobanker/status/2016603132457877924)  2026-01-28T20:03Z 10.7K followers, [---] engagements


"@CapitalFang am i trippin or is $genk undervalued just on the frozen / grocery opportunity at this point"  
[X Link](https://x.com/taobanker/status/2016607809341661430)  2026-01-28T20:22Z 10.7K followers, [---] engagements


"If we're strictly talking about street estimates $duol gotta be one of the cheapest software stonks. At least analysts haven't given up on growth there like they have with $pins"  
[X Link](https://x.com/taobanker/status/2016665112833110272)  2026-01-29T00:10Z 10.5K followers, [----] engagements


"is $orcl the most obvious buy today wrong answers only please"  
[X Link](https://x.com/taobanker/status/2016893279917289939)  2026-01-29T15:16Z 10.5K followers, [----] engagements


"I sold $YELP $CARG to consolidate into $PYPL for now"  
[X Link](https://x.com/taobanker/status/2016896473300906356)  2026-01-29T15:29Z 10.7K followers, [----] engagements


"$LULU $ANF wow"  
[X Link](https://x.com/taobanker/status/2016921406294892654)  2026-01-29T17:08Z 10.5K followers, [---] engagements


"This is market maker Claude's take on Descartes' "cogito ergo sum""  
[X Link](https://x.com/taobanker/status/2016931370384212143)  2026-01-29T17:48Z 10.5K followers, [---] engagements


"mark my words the market never gave any add back credit for $tap intangible amortization now that they wrote it off they will get credit for better gaap earnings you're reading this here for the first time"  
[X Link](https://x.com/taobanker/status/2016949651417522487)  2026-01-29T19:00Z 10.7K followers, [----] engagements


"that $lulu price action is absolutely brutal"  
[X Link](https://x.com/taobanker/status/2016993734072668428)  2026-01-29T21:55Z 10.7K followers, [---] engagements


"I love situations like $INMD where something is actually happening yet all people can say is BaD ManAgEMenT like guys i'm pretty sure we are supposed to respond to changing developments but idk that's just my opinion tho"  
[X Link](https://x.com/taobanker/status/2017000902553440313)  2026-01-29T22:24Z 10.5K followers, [----] engagements


"should we be buying $mntn $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated sector. https://t.co/0JT0BdElCo $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated"  
[X Link](https://x.com/taobanker/status/2017008227691483616)  2026-01-29T22:53Z 10.6K followers, [----] engagements


"$PAX @IlyaKan2004 @SnowCapResearch I've also skimmed through the Patria Investments $PAX short report and Snowcap did put work in it but it's pretty nitpicking from the start: [--]. On PE valuation marks of on avg. 15x EV/EBITDA: high but not uncommon. These companies do seem to be performing badly but BR @IlyaKan2004 @SnowCapResearch I've also skimmed through the Patria Investments $PAX short report and Snowcap did put work in it but it's pretty nitpicking from the start: [--]. On PE valuation marks of on avg. 15x EV/EBITDA: high but not uncommon. These companies do seem to be performing badly but"  
[X Link](https://x.com/taobanker/status/2017024241321787625)  2026-01-29T23:57Z 10.7K followers, [---] engagements


"What else would the explanation be . respectfully the price of precious metals is literally made up anyone who believes differently is in the major leagues of coping People try to rationally explain a price movement (and there are some fundamental reasons) but Occam's razor is helpful here: simplest explanation is usually correct one. price going up makes more people want to buy. I think that's responsible for a big chunk of this move https://t.co/GmKQCiupuz People try to rationally explain a price movement (and there are some fundamental reasons) but Occam's razor is helpful here: simplest"  
[X Link](https://x.com/taobanker/status/2017179394544939151)  2026-01-30T10:13Z 10.5K followers, [----] engagements


"just avoid battleground stocks until no one cares anymore it's really that simple probably time to buy $lulu beat and raise ;) beat and raise ;)"  
[X Link](https://x.com/taobanker/status/2017181558914826486)  2026-01-30T10:22Z 10.5K followers, [----] engagements


"QQQ term structure. Dot size represents relative OI (of the pictured strikes)"  
[X Link](https://x.com/taobanker/status/2017249120692408502)  2026-01-30T14:50Z 10.5K followers, [---] engagements


"I feel like just always buy negative narratives inbetween quarters $vz $tmus"  
[X Link](https://x.com/taobanker/status/2017257794383073441)  2026-01-30T15:25Z 10.5K followers, [---] engagements


"Legit almost everything I own is red today except $tap"  
[X Link](https://x.com/taobanker/status/2017278782030139620)  2026-01-30T16:48Z 10.6K followers, [---] engagements


"Updated $QQQ IV Term Structure (I ended up taking out weekend vol but would like to find a balance eventually.)"  
[X Link](https://x.com/taobanker/status/2017320575450992686)  2026-01-30T19:34Z 10.5K followers, [----] engagements


"This new fed guy is all about shrinking fed balance sheet apparently. Market has been so focused on rates I don't think it is understanding the implications. Balance sheet shrinkage could be an effective tool for slowing down the economy as an emergency break even if"  
[X Link](https://x.com/taobanker/status/2017372980393751032)  2026-01-30T23:02Z 10.7K followers, [---] engagements


"okay i'm looking at the financials on $mntn and it's like okay is this a scam or are we gonna make a lot of money"  
[X Link](https://x.com/taobanker/status/2017403453786480974)  2026-01-31T01:03Z 10.7K followers, [----] engagements


"Please explain how any of the random shitcos you own is a better idea than owning $nflx at 27x forward earnings I'll wait"  
[X Link](https://x.com/taobanker/status/2017404901886656734)  2026-01-31T01:09Z 10.6K followers, 17.7K engagements


"Listen literally all I'm saying is that if you're looking strictly at growth stocks evaluated by street expectations I feel like $DUOL is clearly one of if not the cheapest stocks. 30x fwd earnings 18% net cash 20% growth expectations. Imagine if they beat"  
[X Link](https://x.com/taobanker/status/2017411991376158927)  2026-01-31T01:37Z 10.6K followers, [----] engagements


"is there any chance that agents / clawdbots increase demand for $dbx"  
[X Link](https://x.com/taobanker/status/2017415857685598513)  2026-01-31T01:53Z 10.6K followers, [---] engagements


"As a reminder shareholders can't eat "4 wall adjusted EBITDA pre SG&A" $SG It's easy. $SG bulls simply ignore all SG&A trust management's store level economics then assume some activist will save them. It's easy. $SG bulls simply ignore all SG&A trust management's store level economics then assume some activist will save them"  
[X Link](https://x.com/taobanker/status/2017592440442511400)  2026-01-31T13:34Z 10.6K followers, [----] engagements


""Earnings ex SBC are common metrics in SAAS shitcos nothing made up about it" I'm noticing a pattern here $SG @taobanker [--] wall margins and ebitda are common metrics in restaurants nothing made up about it They have a G&A/corp expense problem if you benchmark vs peers @taobanker [--] wall margins and ebitda are common metrics in restaurants nothing made up about it They have a G&A/corp expense problem if you benchmark vs peers"  
[X Link](https://x.com/taobanker/status/2017592643539095798)  2026-01-31T13:35Z 10.6K followers, [----] engagements


"Lmao this post reeks of professional arrogance at the expense of common sense $SG @taobanker You dont ignore SG&A you benchmark it to other concepts and see they wildly overspend. You dont trust store level economics you can derive them yourself based on easily quantifiable gp on salads people per store rent/occupancy costs. Its a simple business @taobanker You dont ignore SG&A you benchmark it to other concepts and see they wildly overspend. You dont trust store level economics you can derive them yourself based on easily quantifiable gp on salads people per store rent/occupancy costs. Its a"  
[X Link](https://x.com/taobanker/status/2017593103503294583)  2026-01-31T13:37Z 10.6K followers, [----] engagements

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