# ![@theburtmurphy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1971996443201490945.png) @theburtmurphy Burt Murphy

Burt Murphy posts on X about $vfc, $cava, $celh, $zec the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1971996443201490945/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1971996443201490945/c:line/m:interactions.svg)

- [--] Week [---] -6.40%
- [--] Month [-----] -45%

### Mentions: [--] [#](/creator/twitter::1971996443201490945/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1971996443201490945/c:line/m:posts_active.svg)

- [--] Month [--] -63%

### Followers: [---------] [#](/creator/twitter::1971996443201490945/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1971996443201490945/c:line/m:followers.svg)

- [--] Week [---] +2.70%
- [--] Month [---] -0.88%

### CreatorRank: undefined [#](/creator/twitter::1971996443201490945/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1971996443201490945/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$vfc](/topic/$vfc), [$cava](/topic/$cava), [$celh](/topic/$celh), [$zec](/topic/$zec), [zec](/topic/zec), [if you](/topic/if-you), [stocks](/topic/stocks), [$100k](/topic/$100k), [bullish](/topic/bullish), [vans](/topic/vans)

**Top assets mentioned**
[VF Corp (VFC)](/topic/$vfc) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Zcash (ZEC)](/topic/$zec) [Monero (XMR)](/topic/$xmr) [EXODUS MOVEMENT INC A (EXOD)](/topic/$exod) [Bitcoin (BTC)](/topic/bitcoin) [Klarna Group plc (KLAR)](/topic/$klar) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [IonQ, Inc. (IONQ)](/topic/$ionq) [Monster Beverage Corp (MNST)](/topic/$mnst) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Sweetgreen Inc. (SG)](/topic/$sg) [Logitech International SA (LOGI)](/topic/$logi) [Netflix Inc (NFLX)](/topic/$nflx) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [RAI Finance (SOFI)](/topic/$sofi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Strategy (MSTR)](/topic/$mstr) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The thing with quantum stocks is yes they are obviously severely over valued BUT the true price value will show once the consensus agrees on them being bs. My guess is these begin to tank in [--] months or so. The consensus is dumb education takes time to show in reality. $IONQ"  
[X Link](https://x.com/theburtmurphy/status/1975631523706773925)  2025-10-07T18:37Z [--] followers, [--] engagements


"be real would you ever go to a Chipotle if a Cava was right next to it $CAVA $CMG"  
[X Link](https://x.com/theburtmurphy/status/1977110658354495960)  2025-10-11T20:34Z [--] followers, [--] engagements


"Every investor that has a thorough understanding of philosophy is often a great investor"  
[X Link](https://x.com/theburtmurphy/status/1977522313269747905)  2025-10-12T23:50Z [--] followers, [--] engagements


"Why does yahoo finance report only report GAAP EPS Where can you find GAAP and Non-GAAP"  
[X Link](https://x.com/theburtmurphy/status/1977523602120740956)  2025-10-12T23:55Z [--] followers, [--] engagements


"Bigger than you think $CAVA https://cava.com/clixutm_source=braze&utm_medium=push&utm_campaign=clix_launch&utm_term=retail&lid=6r3jk99x63k6 https://cava.com/clixutm_source=braze&utm_medium=push&utm_campaign=clix_launch&utm_term=retail&lid=6r3jk99x63k6"  
[X Link](https://x.com/theburtmurphy/status/1978935013040168979)  2025-10-16T21:24Z [--] followers, [--] engagements


"Every Chipolte on earth should be replaced with a Cava $CMG $CAVA"  
[X Link](https://x.com/theburtmurphy/status/1975655452634718561)  2025-10-07T20:12Z [---] followers, [---] engagements


"food for thought $VFC https://www.youtube.com/watchv=i8deVQd1a_o https://www.youtube.com/watchv=i8deVQd1a_o"  
[X Link](https://x.com/theburtmurphy/status/1977160410727170168)  2025-10-11T23:52Z [--] followers, [---] engagements


"Main Positions Oct [--] 2025: /VF Corp. - (Vans The North Face Timberland etc)/ $VFC - Mkt Val: $33872.67 [---------] Shares / 26% of Acc / CB $32932.85 / +2.85% $VFC(Calls) - Mkt Val: $8280.00 [--] Contracts @ [----] / $13 EXP 09/18/26 / 6.5% of Acc Due D: Bracken Darrel. Look at the dude's track record PT $30 by end of next year. - /Celsius Holdings/ $CELH - Mkt Val: $47829.80 [---] Shares / 37.59% of Acc / CB $23102.13 / +107.04% Due D: Alani has every girl under the age of [--] drinking [--] per day cultural movement behind brand better feeling after consuming compared to any other energy drink. Minimal"  
[X Link](https://x.com/theburtmurphy/status/1978585355344564419)  2025-10-15T22:14Z [---] followers, [---] engagements


"Any $EXOD bulls"  
[X Link](https://x.com/theburtmurphy/status/1978897030027108431)  2025-10-16T18:53Z [---] followers, [--] engagements


"@MikeSilagadze it's the TPS issue bitcoin will never be a "currency" because of it's TPS(transactions per second) being [--] meanwhile visa's is close to [-----] bitcoin will continue to be digital gold"  
[X Link](https://x.com/theburtmurphy/status/1980513420781973926)  2025-10-21T05:56Z [--] followers, [--] engagements


"Sold $EXOD position small gain Still like the stock 2-3 years from now but I believe there are better opportunities"  
[X Link](https://x.com/theburtmurphy/status/1981817089934733433)  2025-10-24T20:16Z [---] followers, [--] engagements


"Most Bullish on $CELH $VFC $CAVA all can 2x within next year imo"  
[X Link](https://x.com/theburtmurphy/status/1981817481271685173)  2025-10-24T20:18Z [---] followers, [---] engagements


"I think more effort should be put into understanding the current consensus of an equity Consensus Analysis Fundamental Analysis"  
[X Link](https://x.com/theburtmurphy/status/1981817944368984261)  2025-10-24T20:19Z [--] followers, [--] engagements


"social arb + thought arb + consensus analysis + big balls = Alpha"  
[X Link](https://x.com/theburtmurphy/status/1981820660277256289)  2025-10-24T20:30Z [--] followers, [--] engagements


"Are there any Investing books written within the past 5-10 years that are worth checking out Trying to find something that is new and relevant Laughing at Wall Street was good but any others"  
[X Link](https://x.com/theburtmurphy/status/1981824148042387717)  2025-10-24T20:44Z [--] followers, [--] engagements


"The past [--] @cava locations I went to have all been dirty Porter Ranch CA Woodland Hills CA Sherman Oaks CA Food on the floors/counters napkins everywhere not enough forks etc. Just feedback I love your food @cava $CAVA @CavaTed #cava"  
[X Link](https://x.com/theburtmurphy/status/1981886689782993102)  2025-10-25T00:53Z [---] followers, [---] engagements


"$VFC Locked and Loaded"  
[X Link](https://x.com/theburtmurphy/status/1982567298562171144)  2025-10-26T21:57Z [---] followers, [---] engagements


"$CAVA bulls"  
[X Link](https://x.com/theburtmurphy/status/1983719387686486130)  2025-10-30T02:15Z [---] followers, [---] engagements


"@MoonCake1738 Where do you see $CAVA by end of this year"  
[X Link](https://x.com/theburtmurphy/status/1983725309615861773)  2025-10-30T02:39Z [---] followers, [---] engagements


"Edit: sold $EXOD pos (small small gain)"  
[X Link](https://x.com/theburtmurphy/status/1983742048944726461)  2025-10-30T03:45Z [---] followers, [--] engagements


"@Quartr_App deserves more attention So simple yet so great Also their earnings call graphics are cool"  
[X Link](https://x.com/theburtmurphy/status/1983786520588005878)  2025-10-30T06:42Z [---] followers, [--] engagements


"Is it time to load up here $CAVA"  
[X Link](https://x.com/theburtmurphy/status/1983892234870386938)  2025-10-30T13:42Z [---] followers, [--] engagements


"The Alani nu acquisition deserves more praise $CELH Retail didnt fully understand it at first"  
[X Link](https://x.com/theburtmurphy/status/1983946041004282038)  2025-10-30T17:16Z [---] followers, [---] engagements


"Just buy $CAVA"  
[X Link](https://x.com/theburtmurphy/status/1984020985205739744)  2025-10-30T22:13Z [---] followers, [----] engagements


"🧵The Physics of Markets A thread on how the laws of motion explain investing better than most finance textbooks"  
[X Link](https://x.com/theburtmurphy/status/1984311509829501355)  2025-10-31T17:28Z [---] followers, [--] engagements


"1.Newtons first law: Objects in motion stay in motion. Trends persist longer than logic. Markets can stay irrational longer than you can stay solvent"  
[X Link](https://x.com/theburtmurphy/status/1984311511440114137)  2025-10-31T17:28Z [---] followers, [--] engagements


"2.Kant separated the world as it is from the world as we perceive it. Markets are the same perception is the market"  
[X Link](https://x.com/theburtmurphy/status/1984313257210101991)  2025-10-31T17:35Z [---] followers, [--] engagements


"3.Emerson taught self-reliance. In investing I see it as conviction without consensus"  
[X Link](https://x.com/theburtmurphy/status/1984313259063959598)  2025-10-31T17:35Z [---] followers, [--] engagements


"Leaning towards this too but can only know for sure after $CAVA reports earnings Dear @ChipotleTweets It's not the economy it's you. Your portions shrunk. Your stores are always a mess and unsanitary. Your service is slow and typically out of X items. Customers are met with bad attitudes 9/10. Why would anyone go there The sad thing is that Dear @ChipotleTweets It's not the economy it's you. Your portions shrunk. Your stores are always a mess and unsanitary. Your service is slow and typically out of X items. Customers are met with bad attitudes 9/10. Why would anyone go there The sad thing is"  
[X Link](https://x.com/theburtmurphy/status/1984327781304713664)  2025-10-31T18:33Z [---] followers, [---] engagements


"@Leo_Traydes $CELH New age $MNST growth machine cash heavy capturing new demo for energy drinks"  
[X Link](https://x.com/theburtmurphy/status/1984379185377526252)  2025-10-31T21:57Z [---] followers, [---] engagements


"Best Book Stores in So-Cal: Barts Books Ojai The Iliad North Hollywood The LastBookstore Downtown LA has every book that exists for the most part + they are all dirt cheap as they are used http://Abebooks.com http://Abebooks.com"  
[X Link](https://x.com/theburtmurphy/status/1984383713363574926)  2025-10-31T22:15Z [---] followers, [--] engagements


"Vans will be the shoe of the summer in [----] $VFC"  
[X Link](https://x.com/theburtmurphy/status/1984454310684737977)  2025-11-01T02:55Z [---] followers, [---] engagements


"@arjunkhemani Have you sold any since pump"  
[X Link](https://x.com/theburtmurphy/status/1984487414690377752)  2025-11-01T05:07Z [---] followers, [--] engagements


"Learned more from this playlist than I did in college Ever grateful for the goat @MartinShkreli"  
[X Link](https://x.com/theburtmurphy/status/1984719899227566387)  2025-11-01T20:31Z [---] followers, [--] engagements


"Me every day: *checks polymarket*"  
[X Link](https://x.com/theburtmurphy/status/1984855462932820377)  2025-11-02T05:29Z [---] followers, [--] engagements


"@benbonning With you on those $VFC leaps 🔥"  
[X Link](https://x.com/theburtmurphy/status/1985131534266048805)  2025-11-02T23:46Z [---] followers, [---] engagements


"My $100k Stock Portfolio as of November 2025: $CELH - Common Stock [---] shares Cost/share: $30.48 Value: $44911.50 Unrealized P/L: +$21809.37 (+94.40%) $VFC - Common Stock [-------] shares Cost/share: $13.92 Value: $33517.85 Unrealized P/L: +$585.00 (+1.78%) $CAVA - 9/18/26 $55C Calls [--] contracts Value: $9320.00 Unrealized P/L: $5470.28 (36.99%) $VFC - 9/18/26 $13C Calls [--] contracts Value: $7065.00 Unrealized P/L: $416.90 (5.57%) 💰 Total portfolio: $95K"  
[X Link](https://x.com/theburtmurphy/status/1985460289194836178)  2025-11-03T21:33Z [---] followers, [---] engagements


"My [----] Year End PTs $CELH - $100 $VFC - $30 $CAVA - $85 $BTC - $70000"  
[X Link](https://x.com/theburtmurphy/status/1985604091717038129)  2025-11-04T07:04Z [---] followers, [---] engagements


"This but for $VFC took a big position long $BHVN. their CEO is one of the best if not the best CEO in small-cap biotech. the portfolio has a lot of value in it. today's news was widely expected. took a big position long $BHVN. their CEO is one of the best if not the best CEO in small-cap biotech. the portfolio has a lot of value in it. today's news was widely expected"  
[X Link](https://x.com/theburtmurphy/status/1986110393211867143)  2025-11-05T16:36Z [---] followers, [---] engagements


"If you are still not bullish on $VFC look more deeply into Bracken Darrell(CEO) here is alpha"  
[X Link](https://x.com/theburtmurphy/status/1987282028107284810)  2025-11-08T22:12Z [---] followers, [---] engagements


"Who hates $ZEC Looking to be educated on why I shouldn't stack as much zcash as possible right now"  
[X Link](https://x.com/theburtmurphy/status/1987310514725335211)  2025-11-09T00:05Z [---] followers, [--] engagements


"$CAVA having only 5% insider ownership is pretty worrying missed this when building my thesis as finviz has shitty metrics A relatively new $5B market cap consumer growth food stock being only 5% insider owned shows little conviction and loyalty from the management. I have a feeling insiders don't really gaf about Cava but they know it has opportunity with the pmf. At a fundamental level none of them care about it or the future. + all recent insider activity has been sell offs. I don't give this much weight as I try not to judge management on selling shares as there's little to know when it"  
[X Link](https://x.com/theburtmurphy/status/1987315609626157389)  2025-11-09T00:25Z [---] followers, [--] engagements


"good read for all $ZEC peeps https://protos.com/zcash-vs-bitcoin-debate-exposes-naval-ravikants-conflicts-of-interest/ https://protos.com/zcash-vs-bitcoin-debate-exposes-naval-ravikants-conflicts-of-interest/"  
[X Link](https://x.com/theburtmurphy/status/1987333256027816114)  2025-11-09T01:35Z [---] followers, [--] engagements


"all this fear sentiment is being scaled by the gov shutdown everyday lift it damnit"  
[X Link](https://x.com/theburtmurphy/status/1988423881657577661)  2025-11-12T01:49Z [---] followers, [--] engagements


"Ok $SG you now have my attention https://stocktwits.com/news-articles/markets/equity/sweetgreen-stock-jumps-after-hours-as-ceo-scoops-up-nearly-1m-in-shares/cLPBsAJREdC https://stocktwits.com/news-articles/markets/equity/sweetgreen-stock-jumps-after-hours-as-ceo-scoops-up-nearly-1m-in-shares/cLPBsAJREdC"  
[X Link](https://x.com/theburtmurphy/status/1989203741342593534)  2025-11-14T05:28Z [---] followers, [---] engagements


"Was asked about $VFC on Reddit recently Thought I would share my response here"  
[X Link](https://x.com/theburtmurphy/status/1992139007304835260)  2025-11-22T07:52Z [---] followers, [---] engagements


"@NefflynBe Oversharing within the first [--] mins of meeting someone"  
[X Link](https://x.com/theburtmurphy/status/1993443821384786261)  2025-11-25T22:16Z [---] followers, 51.8K engagements


"Soon $VFC My $100k Stock Portfolio as of November 2025: $CELH - Common Stock [---] shares Cost/share: $30.48 Value: $44911.50 Unrealized P/L: +$21809.37 (+94.40%) $VFC - Common Stock [-------] shares Cost/share: $13.92 Value: $33517.85 Unrealized P/L: +$585.00 (+1.78%) My $100k Stock Portfolio as of November 2025: $CELH - Common Stock [---] shares Cost/share: $30.48 Value: $44911.50 Unrealized P/L: +$21809.37 (+94.40%) $VFC - Common Stock [-------] shares Cost/share: $13.92 Value: $33517.85 Unrealized P/L: +$585.00 (+1.78%)"  
[X Link](https://x.com/theburtmurphy/status/1993581737918841142)  2025-11-26T07:24Z [---] followers, [---] engagements


"@dividendology $VFC"  
[X Link](https://x.com/theburtmurphy/status/1993858286332887534)  2025-11-27T01:43Z [---] followers, [---] engagements


"To my fellow $VFC bulls What would have to happen for you to no longer be bullish on a 1-3 year time line"  
[X Link](https://x.com/theburtmurphy/status/1995630949787460035)  2025-12-01T23:07Z [---] followers, [---] engagements


"To my fellow $CELH bulls What would have to happen for you to no longer be bullish on a 1-3 year time line"  
[X Link](https://x.com/theburtmurphy/status/1995631545231761753)  2025-12-01T23:10Z [---] followers, [---] engagements


"My $100k Stock Portfolio as of December 2025: $CELH Common Stock [---] shares Cost/share: $32.85 Value: $36694.21 Unrealized P/L: +$7163.89 (+24.26%) $VFC Common Stock [-------] shares Cost/share: $13.92 Value: $41939.66 Unrealized P/L: +$9006.81 (+27.35%) $CAVA 9/18/26 $55C Calls [--] contracts Value: $9080.00 Unrealized P/L: $5710.28 (38.61%) $VFC 9/18/26 $13C Calls [--] contracts Value: $11970.00 Unrealized P/L: +$4488.10 (+59.99%) 💰 Total portfolio: $99K https://twitter.com/i/web/status/1995944683500142900 https://twitter.com/i/web/status/1995944683500142900"  
[X Link](https://x.com/theburtmurphy/status/1995944683500142900)  2025-12-02T19:54Z [---] followers, [---] engagements


"What Bracken Darrell did at $LOGI needs to be studied Now $VFC"  
[X Link](https://x.com/theburtmurphy/status/1996466548274524282)  2025-12-04T06:28Z [---] followers, [---] engagements


"Made this post in [--] secs using gpt to provoke a reaction but funny how it is playing out https://www.reddit.com/r/ValueInvesting/comments/1ntq6o6/long_vfc34192_position_betting_on_ceo_aura_and/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button https://www.reddit.com/r/ValueInvesting/comments/1ntq6o6/long_vfc34192_position_betting_on_ceo_aura_and/utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button"  
[X Link](https://x.com/theburtmurphy/status/1997030111783407894)  2025-12-05T19:47Z [---] followers, [--] engagements


"Friendly Reminder: If you have less than $300k in your portfolio and you are aiming to "make money" rather than "preserve money" you should not be diversified. Diversification is the enemy of all substantial gains. Your role models "diversify" their portfolios because they are investing billions of dollars not hundreds of thousands"  
[X Link](https://x.com/theburtmurphy/status/1997031818525282356)  2025-12-05T19:54Z [---] followers, [--] engagements


"Good Watch $VFC https://youtu.be/0yNtFavhMwgsi=w1DegJ00gLkOCLFA https://youtu.be/0yNtFavhMwgsi=w1DegJ00gLkOCLFA"  
[X Link](https://x.com/theburtmurphy/status/1997048359312674886)  2025-12-05T21:00Z [---] followers, [---] engagements


"Where are the people who ARE NOT talking about $OSCR $HIMS $SOFI $NVDA $PYPL $TSLA $PLTR $META $NBIS $MSTR $NFLX etc. I want to talk to the people who have balls and are putting 50%+ of their $100k+ port in a sub $10B mc company"  
[X Link](https://x.com/theburtmurphy/status/1997410460627530006)  2025-12-06T20:58Z [---] followers, [---] engagements


"Gave this another watch $VFC https://www.youtube.com/watchv=jsTMBODKjF4 https://www.youtube.com/watchv=jsTMBODKjF4"  
[X Link](https://x.com/theburtmurphy/status/1997961039061885111)  2025-12-08T09:26Z [---] followers, [---] engagements


"I was able to get a full meal at Jack in the Box today for $5 This is rare impressive and concerning wtf happened to $JACK wtf happened to $JACK"  
[X Link](https://x.com/theburtmurphy/status/1998649195306336343)  2025-12-10T07:01Z [---] followers, [--] engagements


"So $JACK bought del taco for $585M and sold it for $115M [--] years later Wow"  
[X Link](https://x.com/theburtmurphy/status/1998711979360571765)  2025-12-10T11:10Z [---] followers, [--] engagements


"People really think everyone is going to just gradually stop eating "slop bowls" Will return to this post a year from now Long $CAVA"  
[X Link](https://x.com/theburtmurphy/status/1999032456792694871)  2025-12-11T08:24Z [---] followers, [--] engagements


"Unconventional Investing Tip #13 Ask anyone on the buy-side: If an analyst is generating real alpha theyre not writing public notes. Theyre sitting in a glass office at a hedge fund earning a seven-figure package. The public research ecosystem is built on the analysts who didnt clear that bar. Always adjust for that selection bias"  
[X Link](https://x.com/theburtmurphy/status/1999249558736634088)  2025-12-11T22:46Z [---] followers, [--] engagements


"Unconventional Investing Tip #15 Everyone loves talking about secular growth sectors. But a tailwind is useless to a company that cant build the sails. If the industry is booming but the company cant execute your capital is subsidizing incompetence. Great investors find the companies that can translate macro inevitabilities into micro-level superiority. A secular trend is not an investment"  
[X Link](https://x.com/theburtmurphy/status/1999250800795955625)  2025-12-11T22:51Z [---] followers, [--] engagements


"$VFC holders at $10"  
[X Link](https://x.com/theburtmurphy/status/1999283516627124265)  2025-12-12T01:01Z [---] followers, [---] engagements


""The End of the Lunch Bowl Era" 😂 Short sellers are hungry for this thing to go to [--] The whole "slop bowl" narrative is something else funny to see how this will playout [--] year from now Anyway. long $cava https://www.dailyherald.com/20251209/business/the-end-of-the-lunch-bowl-era-chipotle-sweetgreen-cava-are-struggling-as-customers-turn-to-sandwi/ https://www.dailyherald.com/20251209/business/the-end-of-the-lunch-bowl-era-chipotle-sweetgreen-cava-are-struggling-as-customers-turn-to-sandwi/"  
[X Link](https://x.com/theburtmurphy/status/2000750728483074110)  2025-12-16T02:12Z [---] followers, [---] engagements


"$VFC have a feeling uzi will be topping charts again soon enough. Yk what that means https://www.tiktok.com/@liluzivert/video/7589048681588952375 https://www.tiktok.com/@liluzivert/video/7589048681588952375"  
[X Link](https://x.com/theburtmurphy/status/2006266047528354278)  2025-12-31T07:27Z [---] followers, [---] engagements


"$cava is damn good Other than how chaotic every single one of their stores are Not joking literally every single cava I have been to seems like a tornado just hit it and the staff are just all out of whack. Bring CONSTANT order and cleanliness to every location please @cava Get your stores together and your company will be even greater The customer experience is not good but the food is still long $CAVA https://twitter.com/i/web/status/2007207257680007581 https://twitter.com/i/web/status/2007207257680007581"  
[X Link](https://x.com/theburtmurphy/status/2007207257680007581)  2026-01-02T21:47Z [---] followers, [--] engagements


"$cava is damn good Other than how chaotic every single one of their stores are Not joking literally every single cava I have been to seems like a tornado just hit it and the staff are just all out of whack. Bring CONSTANT order and cleanliness to every location please @cava Get your stores together and your company will be even greater The customer experience is not good but the food is still long $CAVA https://twitter.com/i/web/status/2007207341759049965 https://twitter.com/i/web/status/2007207341759049965"  
[X Link](https://x.com/theburtmurphy/status/2007207341759049965)  2026-01-02T21:48Z [---] followers, [--] engagements


"$ZEC zcash is no longer worth anything imo It is worth everything"  
[X Link](https://x.com/theburtmurphy/status/2009366867627135243)  2026-01-08T20:49Z [---] followers, [--] engagements


"Unconventional Investing Tip #25 The best trades are obvious only in hindsight because uncertainty was the entry cost. Certainty is expensive"  
[X Link](https://x.com/theburtmurphy/status/2009542939215794513)  2026-01-09T08:29Z [---] followers, [--] engagements


"have been looking into $KLAR. any bulls here"  
[X Link](https://x.com/theburtmurphy/status/2010111092073345377)  2026-01-10T22:06Z [---] followers, [---] engagements


"Unconventional Investing Tip #25 If you cant articulate how and when your thesis could fail without invoking extreme tail events you havent stress-tested it. Robust ideas degrade gradually; fragile ones collapse all at once"  
[X Link](https://x.com/theburtmurphy/status/2010117668611993839)  2026-01-10T22:32Z [---] followers, [--] engagements


"Unconventional Investing Tip #26 If you cant articulate how and when your thesis could fail without invoking extreme tail events you havent stress-tested it. Robust ideas degrade gradually; fragile ones collapse all at once"  
[X Link](https://x.com/theburtmurphy/status/2010117718402601378)  2026-01-10T22:33Z [---] followers, [--] engagements


"@nathansresearch What ab vans"  
[X Link](https://x.com/theburtmurphy/status/2010203480825442535)  2026-01-11T04:13Z [---] followers, [--] engagements


"@FischerJiriML Is $KLAR a better [--] year play than $AFRM"  
[X Link](https://x.com/theburtmurphy/status/2010416380269756860)  2026-01-11T18:19Z [---] followers, [---] engagements


"Optimists like $ZEC Pessimists like $XMR"  
[X Link](https://x.com/theburtmurphy/status/2010482737816506368)  2026-01-11T22:43Z [---] followers, [--] engagements


"$XMR is what money looks like when society gives up on trust. It may be a good play dont get me wrong but it promotes an anarchist/dystopian reality. Not very aspirational. I like $ZEC"  
[X Link](https://x.com/theburtmurphy/status/2010483889081332051)  2026-01-11T22:48Z [---] followers, [--] engagements


"Yes I can see this PayPal has lost pmf in my opinion quite badly Apple Pay + others being integrated into nearly every payment processor has really taken the easy payment crown over PayPal. Still on edge about $KLAR vs $AFRM I have respect for the ceo at $AFRM as he played a huge role in PayPals early days along side Peter Theil and Elon. Will have these comps in mind over the next month or so and maybe take a position. https://twitter.com/i/web/status/2010487260094070814 https://twitter.com/i/web/status/2010487260094070814"  
[X Link](https://x.com/theburtmurphy/status/2010487260094070814)  2026-01-11T23:01Z [---] followers, [---] engagements


"Can someone host a giant space debate with the biggest $XMR and $ZEC bulls"  
[X Link](https://x.com/theburtmurphy/status/2010499436544184737)  2026-01-11T23:49Z [---] followers, [--] engagements


"@nathansresearch Eastpak is a fraction of their rev tho"  
[X Link](https://x.com/theburtmurphy/status/2010522254103425147)  2026-01-12T01:20Z [---] followers, [--] engagements


"$BRBR what is likely going to happen to this 1-2 years from now"  
[X Link](https://x.com/theburtmurphy/status/2011216054908043440)  2026-01-13T23:17Z [---] followers, [--] engagements


"2026 is the year for $VFC Okay Vans 👀 https://t.co/QsUHQ0NGPh Okay Vans 👀 https://t.co/QsUHQ0NGPh"  
[X Link](https://x.com/theburtmurphy/status/2011301431312335014)  2026-01-14T04:56Z [---] followers, [---] engagements


"Chipotle is just not good anymore Chipotle is just not good anymore Chipotle is just not good anymore Chipotle is just not good anymore Chipotle is just not good anymore Chipotle is just not good anymore $CAVA"  
[X Link](https://x.com/theburtmurphy/status/2011302947242852827)  2026-01-14T05:02Z [---] followers, [--] engagements


"$ZEC is utopian $XMR is dystopian Pick your future reality"  
[X Link](https://x.com/theburtmurphy/status/2011979695731163304)  2026-01-16T01:51Z [---] followers, [--] engagements


"17% SHORT INTEREST ON $CAVA Would be a shame if a short squeeze happened"  
[X Link](https://x.com/anyuser/status/2015649768211689502)  2026-01-26T04:55Z [---] followers, [---] engagements


"Brands that monitor Reddit and respond publicly are often on the right path Seeing $CAVA do this makes me more bullish"  
[X Link](https://x.com/anyuser/status/2015895874417918028)  2026-01-26T21:13Z [---] followers, [--] engagements


"Is hyperliquid the future"  
[X Link](https://x.com/anyuser/status/2016058112365736183)  2026-01-27T07:58Z [---] followers, [--] engagements


"Who likes $JACK stock Thinking of taking a position where are the bulls"  
[X Link](https://x.com/anyuser/status/2021465848280645742)  2026-02-11T06:06Z [---] followers, [--] engagements


"@CrMapReport best bet is ebay or fb marketplace next retail batch is set to ship in april:("  
[X Link](https://x.com/theburtmurphy/status/1984524569399738842)  2025-11-01T07:35Z [---] followers, [--] engagements


"If your investing philosophy is: - Concentrated bets - Contrarian - Time in the market Timing the market - Social arbitrage - Consensus analysis - Operator-first investing - Independent thinking - 2nd level thinking - Reflexivity - Mean reversion - Margin of safety - Insider alignment - Scuttlebutt - Narrative half-life awareness - Druckenmiller Buffet I want to follow you https://twitter.com/i/web/status/1996471158540239111 https://twitter.com/i/web/status/1996471158540239111"  
[X Link](https://x.com/theburtmurphy/status/1996471158540239111)  2025-12-04T06:46Z [---] followers, [--] engagements


"My $100k+ Stock Portfolio as of January 2026: $CELH Common Stock [---] shares Cost/share: $32.85 Value: $43152.00 Unrealized P/L: +$13621.68 (+46.13%) $VFC Common Stock [-------] shares Cost/share: $13.92 Value: $43565.57 Unrealized P/L: +$10419.83 (+31.44%) $CAVA 9/18/26 $55C Calls [--] contracts Value: $12060.00 Unrealized P/L: $2730.28 (18.46%) $VFC 9/18/26 $13C Calls [--] contracts Value: $11880.00 Unrealized P/L: +$4398.10 (+58.78%) 💰 Total portfolio: $111K https://twitter.com/i/web/status/2007203707663098098 https://twitter.com/i/web/status/2007203707663098098"  
[X Link](https://x.com/theburtmurphy/status/2007203707663098098)  2026-01-02T21:33Z [---] followers, [---] engagements


"Nice $CAVA Dougie T killed it while he was at $TXRH https://www.businesswire.com/news/home/20260112776328/en/CAVA-Names-Doug-Thompson-Chief-Operations-Officer-to-Lead-Next-Phase-of-Growth https://www.businesswire.com/news/home/20260112776328/en/CAVA-Names-Doug-Thompson-Chief-Operations-Officer-to-Lead-Next-Phase-of-Growth"  
[X Link](https://x.com/theburtmurphy/status/2010874267060379648)  2026-01-13T00:39Z [---] followers, [---] engagements


"$VFC vs $DECK You have to full port one. What's your pick and y"  
[X Link](https://x.com/theburtmurphy/status/2015642004504592804)  2026-01-26T04:24Z [---] followers, [---] engagements


"Duolingo is probably the worst app if you actaully want to speak a language fluently. It feels good using it due to how gamified it is but the real world results of it are minimal. Memrise + Speak + LingoPie + italki $DUOL"  
[X Link](https://x.com/anyuser/status/2016261001751232665)  2026-01-27T21:24Z [---] followers, [---] engagements


"My $100k+ Stock Portfolio as of February 2026: $CELH Common Stock [---] shares Cost/share: $32.85 Value: $46136.68 Unrealized P/L: +$16606.36 (+56.23%) $VFC Common Stock [-------] shares Cost/share: $13.95 Value: $48746.86 Unrealized P/L: +$15601.12 (+47.07%) $VFC 9/18/26 $13C Calls [--] contracts Value: $14355.00 Unrealized P/L: +$6873.10 (+91.86%) $CAVA 9/18/26 $55C Calls [--] contracts Value: $11080.00 Unrealized P/L: $3710.28 (25.09%) 💰 Total portfolio: $120K https://twitter.com/i/web/status/2018568185591869701 https://twitter.com/i/web/status/2018568185591869701"  
[X Link](https://x.com/anyuser/status/2018568185591869701)  2026-02-03T06:12Z [---] followers, [---] engagements


"$BRBR vs $SMPL You have to full port one. what's your pick and y"  
[X Link](https://x.com/theburtmurphy/status/2015639003933098241)  2026-01-26T04:12Z [---] followers, [--] engagements


"Interesting to see how the market valued $VFC in the past From [--------] VF averaged around $0.82 quarterly EPS I believe we can return to these numbers quicker than most think Some interesting things will happen this year with Vans Next few quarters will decide if recovery narrative holds PT $35 by EOY. https://twitter.com/i/web/status/2022167748030386460 https://twitter.com/i/web/status/2022167748030386460"  
[X Link](https://x.com/anyuser/status/2022167748030386460)  2026-02-13T04:35Z [---] followers, [---] engagements


"Real True https://t.co/KzdhIGFyOh True https://t.co/KzdhIGFyOh"  
[X Link](https://x.com/anyuser/status/2023160443272085970)  2026-02-15T22:20Z [---] followers, [--] engagements


"My $100k+ Stock Portfolio as of February 2026: $CELH Common Stock [---] shares Cost/share: $32.85 Value: $46136.68 Unrealized P/L: +$16606.36 (+56.23%) $VFC Common Stock [-------] shares Cost/share: $13.95 Value: $48746.86 Unrealized P/L: +$15601.12 (+47.07%) $VFC 9/18/26 $13C Calls [--] contracts Value: $14355.00 Unrealized P/L: +$6873.10 (+91.86%) $CAVA 9/18/26 $55C Calls [--] contracts Value: $11080.00 Unrealized P/L: $3710.28 (25.09%) 💰 Total portfolio: $120K https://twitter.com/i/web/status/2018568185591869701 https://twitter.com/i/web/status/2018568185591869701"  
[X Link](https://x.com/anyuser/status/2018568185591869701)  2026-02-03T06:12Z [---] followers, [---] engagements


"Real True https://t.co/KzdhIGFyOh True https://t.co/KzdhIGFyOh"  
[X Link](https://x.com/anyuser/status/2023160443272085970)  2026-02-15T22:20Z [---] followers, [--] engagements


"Interesting to see how the market valued $VFC in the past From [--------] VF averaged around $0.82 quarterly EPS I believe we can return to these numbers quicker than most think Some interesting things will happen this year with Vans Next few quarters will decide if recovery narrative holds PT $35 by EOY. https://twitter.com/i/web/status/2022167748030386460 https://twitter.com/i/web/status/2022167748030386460"  
[X Link](https://x.com/anyuser/status/2022167748030386460)  2026-02-13T04:35Z [---] followers, [---] engagements


"Who likes $JACK stock Thinking of taking a position where are the bulls"  
[X Link](https://x.com/anyuser/status/2021465848280645742)  2026-02-11T06:06Z [---] followers, [--] engagements


"$SNAP profitable"  
[X Link](https://x.com/anyuser/status/2019156973959409695)  2026-02-04T21:11Z [---] followers, [---] engagements


"Anyone have experience with modafinil thinking ab trying it"  
[X Link](https://x.com/anyuser/status/2018569993122918837)  2026-02-03T06:19Z [---] followers, [--] engagements


"Unironically a great book This should be interesting a book written by John McAfee https://t.co/swHQk2MwU0 This should be interesting a book written by John McAfee https://t.co/swHQk2MwU0"  
[X Link](https://x.com/anyuser/status/2018023495880618485)  2026-02-01T18:07Z [---] followers, [---] engagements


"This should be interesting a book written by John McAfee"  
[X Link](https://x.com/anyuser/status/2017837661059535037)  2026-02-01T05:49Z [---] followers, [---] engagements


"A smart person today is someone who has gotten what they wanted out of life. If you consistently set goals and accomplish them youre probably smart. That usually requires skills like high emotional intelligence the ability to recognize unknowns and strong judgment. Jensen Huang on the smartest person he's ever met; https://t.co/ZQt7pH22Mi Jensen Huang on the smartest person he's ever met; https://t.co/ZQt7pH22Mi"  
[X Link](https://x.com/anyuser/status/2016998192970437073)  2026-01-29T22:13Z [---] followers, [---] engagements


"Jensen Huang on the smartest person he's ever met;"  
[X Link](https://x.com/anyuser/status/2016875257555259635)  2026-01-29T14:05Z 12.2K followers, 2.4M engagements


"If a book has profanity in the title it probably sucks as the title is curated for shock value"  
[X Link](https://x.com/anyuser/status/2016712001691832813)  2026-01-29T03:16Z [---] followers, [--] engagements


"If you know Chris Camillo Stanley Druckenmiller Immanuel Kant Ralph W. Emerson Napoleon Aristotle David Tepper Steve Cohen Follow me"  
[X Link](https://x.com/anyuser/status/2016711424597512633)  2026-01-29T03:14Z [---] followers, [--] engagements


"People should write more books People find safety and comfort in books I wonder how many people go off the deep end because they cant find a book or someone who understands them. The niche/unknown books are the ones that people always seem to cherish. Write more books"  
[X Link](https://x.com/anyuser/status/2016687777912651777)  2026-01-29T01:40Z [---] followers, [--] engagements


"Still an interesting thread $ZEC If youre bullish on $ZEC mining is something you should understand/consider As of right now It is [---] million times less competitive to mine a Zcash block vs a Bitcoin block. 🧵Heres why and how you can do it: If youre bullish on $ZEC mining is something you should understand/consider As of right now It is [---] million times less competitive to mine a Zcash block vs a Bitcoin block. 🧵Heres why and how you can do it:"  
[X Link](https://x.com/anyuser/status/2016676255266197651)  2026-01-29T00:54Z [---] followers, [--] engagements


"If youre bullish on $ZEC mining is something you should understand/consider As of right now It is [---] million times less competitive to mine a Zcash block vs a Bitcoin block. 🧵Heres why and how you can do it:"  
[X Link](https://x.com/anyuser/status/1984676420870946903)  2025-11-01T17:38Z [---] followers, [---] engagements


"Duolingo is probably the worst app if you actaully want to speak a language fluently. It feels good using it due to how gamified it is but the real world results of it are minimal. Memrise + Speak + LingoPie + italki $DUOL"  
[X Link](https://x.com/anyuser/status/2016261001751232665)  2026-01-27T21:24Z [---] followers, [---] engagements


"Is hyperliquid the future"  
[X Link](https://x.com/anyuser/status/2016058112365736183)  2026-01-27T07:58Z [---] followers, [--] engagements


"Brands that monitor Reddit and respond publicly are often on the right path Seeing $CAVA do this makes me more bullish"  
[X Link](https://x.com/anyuser/status/2015895874417918028)  2026-01-26T21:13Z [---] followers, [--] engagements


"17% SHORT INTEREST ON $CAVA Would be a shame if a short squeeze happened"  
[X Link](https://x.com/anyuser/status/2015649768211689502)  2026-01-26T04:55Z [---] followers, [---] engagements

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