# ![@undrvalue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2007674507587399680.png) @undrvalue market participant

market participant posts on X about ai, business, market, open ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2007674507587399680/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007674507587399680/c:line/m:interactions.svg)

- [--] Week [------] -57%
- [--] Month [-------] +204%

### Mentions: [--] [#](/creator/twitter::2007674507587399680/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007674507587399680/c:line/m:posts_active.svg)

- [--] Month [---] +350%

### Followers: [-----] [#](/creator/twitter::2007674507587399680/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007674507587399680/c:line/m:followers.svg)

- [--] Week [-----] +35%
- [--] Month [-----] +6,719%

### CreatorRank: [-------] [#](/creator/twitter::2007674507587399680/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2007674507587399680/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [business](/topic/business), [market](/topic/market) #342, [open ai](/topic/open-ai), [meta](/topic/meta), [$crm](/topic/$crm) #215, [anthropic](/topic/anthropic), [$pins](/topic/$pins) #17, [$googl](/topic/$googl), [money](/topic/money)

**Top accounts mentioned or mentioned by**
[@sixsigmacapital](/creator/undefined) [@akbarinvests](/creator/undefined) [@ddblakefischer](/creator/undefined) [@metacriticcap](/creator/undefined) [@ryan15143](/creator/undefined) [@jeremie0117](/creator/undefined) [@atelicinvest](/creator/undefined) [@grok](/creator/undefined) [@expphilosopher](/creator/undefined) [@taobanker](/creator/undefined) [@cajunpies](/creator/undefined) [@loungeriffs](/creator/undefined) [@stripea](/creator/undefined) [@firstadopter](/creator/undefined) [@the_pro_invest](/creator/undefined) [@wisemancap](/creator/undefined) [@sojustfollowme](/creator/undefined) [@michaeljburry](/creator/undefined) [@raydalio](/creator/undefined) [@citadel](/creator/undefined)

**Top assets mentioned**
[Salesforce Inc (CRM)](/topic/$crm) [Pinterest, Inc. (PINS)](/topic/$pins) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [GitLab Inc. (GTLB)](/topic/$gtlb) [Snap, Inc. (SNAP)](/topic/$snap) [Campbell Soup Company (CPB)](/topic/$cpb) [Oracle Corporation (ORCL)](/topic/$orcl) [Novo-Nordisk (NVO)](/topic/$nvo) [Ambiq Micro, Inc. (AMBQ)](/topic/$ambq) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [NuCypher (NU)](/topic/$nu) [Enphase Energy Inc (ENPH)](/topic/$enph) [Metadium (META)](/topic/$meta) [SafeMoon (SFM)](/topic/$sfm) [ServiceNow Inc (NOW)](/topic/servicenow) [NuScale Power Corporation (SMR)](/topic/$smr) [MercadoLibre Inc (MELI)](/topic/$meli) [Constellation Energy Corp (CEG)](/topic/$ceg) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Figma, Inc. (FIG)](/topic/$fig) [Micron Technology, Inc. (MU)](/topic/$mu) [Chewy, Inc. (CHWY)](/topic/$chwy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Kraft Heinz Co (KHC)](/topic/$khc) [Landwolf (WOLF)](/topic/$wolf) [Docusign Inc (DOCU)](/topic/$docu) [Microsoft Corp. (MSFT)](/topic/microsoft) [Leslie's, Inc. (LESL)](/topic/$lesl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Top holdings right now $ASML - AI monopolist $GOOGL - theyre Google $SMR - oversold Nuclear $NVO - oversold future of health $NU - LatAm acceleration $EIX - high yield CA power $ENPH - solar and storage Favorite small caps $GTTY - safe AI w/ IP moat $SG - future of food"  
[X Link](https://x.com/undrvalue/status/2008570977463284120)  2026-01-06T16:06Z [--] followers, [---] engagements


"@Aureliusltd28 Memory run up has to end right"  
[X Link](https://x.com/undrvalue/status/2008702877074944175)  2026-01-07T00:51Z [--] followers, [--] engagements


"@WisemanCap Wix This one surprised me The vibe coding acquisitions and forward P/E are intriguing. Maybe one of the more pure play SMB vibe coding names"  
[X Link](https://x.com/undrvalue/status/2009467596073242844)  2026-01-09T03:29Z [--] followers, [---] engagements


"$AMBQ interesting small cap edge AI play. If you believe that Apple is going to bring LLMs on device this seems like it benefits in that world. Real revenue and customers Time horizon / catalyst is an unknown to me"  
[X Link](https://x.com/undrvalue/status/2009655919429492787)  2026-01-09T15:58Z [---] followers, [---] engagements


"@SoJustFollowMe @michaeljburry @RayDalio @Citadel @ptj_official Interesting- wonder if the lack of yield + 10b mkt cap on this one makes it less attractive to hold vs UNH/ELV etc creating bigger swing. Harder sell and harder recovery"  
[X Link](https://x.com/undrvalue/status/2010032026142065028)  2026-01-10T16:52Z [---] followers, [---] engagements


"@SoJustFollowMe @michaeljburry @RayDalio @Citadel @ptj_official Harder selloff*"  
[X Link](https://x.com/undrvalue/status/2010035985913164244)  2026-01-10T17:08Z [--] followers, [--] engagements


"@KairosPraxis Wait until you try this with Claude Code and not chatGPT. It can access the csv locally and run python against it with no problem"  
[X Link](https://x.com/undrvalue/status/2010118037798814032)  2026-01-10T22:34Z [--] followers, [--] engagements


"$ASML at 40x NTM P/E last topped at 50x in March [----]. Holding and sweating this one out. Still largest position"  
[X Link](https://x.com/undrvalue/status/2010159583139115026)  2026-01-11T01:19Z [--] followers, [--] engagements


"@GabGrowth Seeing $MELI everywhere no"  
[X Link](https://x.com/undrvalue/status/2010526534159700424)  2026-01-12T01:37Z [---] followers, [---] engagements


"Q1 [----] Theme #5: Pets Yeah pets. The new children. Philosophical views aside - we're here to make money right This is a megatrend. [--] million US households now own a pet up from [--] million in [----]. The market hit $152 billion last year and is projected to reach $200 billion by [----]. Growth of 7% annually - outpacing nearly all retail subsegments. Millennials and Gen Z treat pets like family members. 76% of pet parents actively seek health and wellness products. Pet wearables growing at 14% CAGR. Services are booming. How do you play pets in public markets $CHWY. They've endured the"  
[X Link](https://x.com/undrvalue/status/2010864698166817225)  2026-01-13T00:01Z [--] followers, [--] engagements


"Q1 [----] Theme #6: Oil & Gas I'm not an oil bull generally and I'm re-evaluating after Venezuela. But let's explore it. The macro is ugly. Oil fell 20% in [----]. Lots of supply (even before Venezula). Gas is cheapest since [----]. So why look at this at all First upstream oil investment is down 35% since [----]. ESG pressures made the majors reluctant to reinvest. National oil companies now drive the global supply picture. At some point underinvestment catches up to demand. We're not there yet. But the setup is building. Second getting away from the macro and thinking about asymmetric value - $SM."  
[X Link](https://x.com/undrvalue/status/2010867562033336598)  2026-01-13T00:12Z [--] followers, [--] engagements


"Q1 [----] Theme #7: Nuclear Yes this is a hyped trade. I don't need to spend time on how AI energy demand and sentiment shifts are driving a nuclear renaissance. Meta just signed for [---] GW across $OKLO $VST and TerraPower. The thesis is well understood. What's worth discussing is how to play it. Names like $VST and $CEG are not cheap. CEG trades at 32-40x earnings - a 105% premium to the utility sector. That's growth stock pricing on a utility. Earlier in [----] it dropped 50% when sentiment shifted. Vistra is more reasonable at 18x but has less nuclear exposure. To pay those multiples you need"  
[X Link](https://x.com/undrvalue/status/2010870166197060089)  2026-01-13T00:23Z [--] followers, [---] engagements


"I dont like options trading but had to get some late-game memory exposure. Went with $PSTG to capture more dramatic halo-effect upside. And 60% in one day. I can understand the addiction to leverage in a market like this"  
[X Link](https://x.com/undrvalue/status/2011157474716586278)  2026-01-13T19:24Z [---] followers, [---] engagements


"Unloaded $FIG today. Too painful to hold and unclear catalyst. Years of fighting ahead. Still think theyll get there - amazing product"  
[X Link](https://x.com/undrvalue/status/2011190669105307934)  2026-01-13T21:36Z [--] followers, [---] engagements


"@CoorsLightCEO [----] makes everything look bonkers no Seen 5x it before in [----] tech winter"  
[X Link](https://x.com/undrvalue/status/2011201851199258917)  2026-01-13T22:21Z [--] followers, [---] engagements


"@investingluc Im still sitting on a chunk of $CRCL from $120 price point (ouch). Agree with this take"  
[X Link](https://x.com/undrvalue/status/2011202170306380230)  2026-01-13T22:22Z [--] followers, [---] engagements


"@MetacriticCap @atelicinvest In one of my biz we switched to their new AI models (all blue link search no pMax) CPCs are up 3x yet CAC is flat The AI targeting finds better quality clicks"  
[X Link](https://x.com/undrvalue/status/2011836521884893221)  2026-01-15T16:22Z [--] followers, [----] engagements


"@SayNoToTrading I like $CHWY Q1 [----] Theme #5: Pets Yeah pets. The new children. Philosophical views aside - we're here to make money right This is a megatrend. [--] million US households now own a pet up from [--] million in [----]. The market hit $152 billion last year and is projected to reach $200 Q1 [----] Theme #5: Pets Yeah pets. The new children. Philosophical views aside - we're here to make money right This is a megatrend. [--] million US households now own a pet up from [--] million in [----]. The market hit $152 billion last year and is projected to reach $200"  
[X Link](https://x.com/undrvalue/status/2012684776755376634)  2026-01-18T00:33Z [---] followers, [----] engagements


"@Sumeet2692 I have owned PayPal before but come to the conclusion its a nothing ever happens value trap. I do think adding a dividend and doing buybacks will lead to better-than-market returns over next 3-5 years Just not my preferred thing to own"  
[X Link](https://x.com/undrvalue/status/2013037077726900491)  2026-01-18T23:53Z [---] followers, [---] engagements


"@Colby17201470 Fair - would love a surprise to the upside. Still holding. Lets hope Greenland isnt a black swan"  
[X Link](https://x.com/undrvalue/status/2013037483408199964)  2026-01-18T23:55Z [---] followers, [--] engagements


"Anthropic has become a better business than OpenAI Wish I had bought that overpriced secondary At least theres some upside via $AMZN"  
[X Link](https://x.com/undrvalue/status/2013037970790686801)  2026-01-18T23:57Z [---] followers, [---] engagements


"@regard_capital Timing big catalysts is definitely harder than spotting value Im not a moonshot swing trader - happy with 30% annual returns (did about 40% last year) and I buy to hold But if youre paying attention and in the arena - you get lucky My best trade last year was $CRWV"  
[X Link](https://x.com/undrvalue/status/2013050765045268672)  2026-01-19T00:47Z [---] followers, [---] engagements


"@debtvscredit Heres my thinking For the 80% of day-to-day queries datacenter systems have higher latency (cloud) and cost than a local LLM With the rate of improvement in compute along with model improvements handheld/personal compute will be increasingly able to solve these at the edge"  
[X Link](https://x.com/undrvalue/status/2013062241076293644)  2026-01-19T01:33Z [---] followers, [----] engagements


"@Hawaiitrader @Nietschecapital Have spent about $7k so far in a business I advise (as well as millions on meta and Google) Theyre running a spend $5k get $10k credit for qualified accounts"  
[X Link](https://x.com/undrvalue/status/2013081596916576403)  2026-01-19T02:50Z [---] followers, [--] engagements


"Chamath has spoken Residential solar and storage supercycle incoming $TSLA takes the lead here but the price is too rich for me Pure plays: Residential solar: $ENPH primed for a breakout Storage: still like $FLNC but its already up 300% wary of price Free electricity for every American Chamath explains how its possible. @chamath: I think the president should try to create a $300B-$500B tax equity fund and help eliminate the electricity costs of 50-100M American households. If you actually go to solar and storage for https://t.co/JwgUAMReeC Free electricity for every American Chamath explains"  
[X Link](https://x.com/undrvalue/status/2013122289131204943)  2026-01-19T05:32Z [---] followers, [----] engagements


"@InvestorCanna Yeah I own $QCOM but its got a lot of headwinds"  
[X Link](https://x.com/undrvalue/status/2013266923828498621)  2026-01-19T15:06Z [---] followers, [--] engagements


"@CatNyanpital I dont think $CRM a screaming buy yet. But its about -35% off its peak just one year ago And just as relevant as ever for the enterprise You: Software is dead OpenAI: Everything and I mean everything runs on Slack https://t.co/rbyScHzfJh You: Software is dead OpenAI: Everything and I mean everything runs on Slack https://t.co/rbyScHzfJh"  
[X Link](https://x.com/undrvalue/status/2013267957259124861)  2026-01-19T15:11Z [---] followers, [---] engagements


"@Yeung69420 Will take a look"  
[X Link](https://x.com/undrvalue/status/2013337920254443551)  2026-01-19T19:49Z [---] followers, [--] engagements


"@BeenThereCap @SkeleCap Have you changed your mind OP is hidden"  
[X Link](https://x.com/undrvalue/status/2013356684329263336)  2026-01-19T21:03Z [---] followers, [--] engagements


"@atelicinvest Whats interesting is you have a selection bias - its not easy to get public as a SaaS business you need to be pretty sticky Consumer probably has weaker moats and more brand dependence. Zillow comes to mind as a thin moat"  
[X Link](https://x.com/undrvalue/status/2013358933545541643)  2026-01-19T21:12Z [---] followers, [---] engagements


"@PedSaif Yep. Lots of sideways and down before up"  
[X Link](https://x.com/undrvalue/status/2013399320981295323)  2026-01-19T23:52Z [---] followers, [--] engagements


"@RHAlexander @grok are data centers water intensive by [----] what might US-level consumption increases look like"  
[X Link](https://x.com/undrvalue/status/2013400232566964406)  2026-01-19T23:56Z [---] followers, [--] engagements


"@WisemanCap This one is interesting- didnt realize Uber still holds a big stake nice non-US growth play"  
[X Link](https://x.com/undrvalue/status/2013459748138394049)  2026-01-20T03:53Z [---] followers, [---] engagements


"@SixSigmaCapital I enjoy being a boring old fashioned shareholder"  
[X Link](https://x.com/undrvalue/status/2013474004615536898)  2026-01-20T04:49Z [---] followers, [---] engagements


"$SNAP and $PINS Some of the most nefarious of all the SBC shareholder assassins Theyre finally getting interesting Some points: Ad targeting benefits greatly from more compute and better AI models Platforms with hundreds of millions of engaged users provide a valuable surface area for the next generation of hyperscalers Opex tailwinds from the cost of writing code decreasing https://twitter.com/i/web/status/2013781471639552191 https://twitter.com/i/web/status/2013781471639552191"  
[X Link](https://x.com/undrvalue/status/2013781471639552191)  2026-01-21T01:11Z [---] followers, [---] engagements


"And buying EU assets $NVO $ASML BREAKING: Europe may begin selling U.S. assets in response to a new conflict with the US a move that could trigger a dollar collapse per Bloomberg. BREAKING: Europe may begin selling U.S. assets in response to a new conflict with the US a move that could trigger a dollar collapse per Bloomberg"  
[X Link](https://x.com/undrvalue/status/2013781527256011012)  2026-01-21T01:11Z [---] followers, [---] engagements


"@jimddog1895 Could that be a story of broader grocery inflation Coffee was one of the most impacted"  
[X Link](https://x.com/undrvalue/status/2013795934493384893)  2026-01-21T02:08Z [---] followers, [--] engagements


"How much lower can $KHC go Entering final phase of the selloff. I like Heinz post-split"  
[X Link](https://x.com/undrvalue/status/2014024877834117219)  2026-01-21T17:18Z [---] followers, [---] engagements


"@SixSigmaCapital Need to learn this skill. I have short term cap gains loss aversion"  
[X Link](https://x.com/undrvalue/status/2014493100660686905)  2026-01-23T00:19Z [---] followers, [---] engagements


"FOMOd long-dated $INTC calls on the dip. This usually doesnt end well. But theres a real chance it re-rates to $1T this year"  
[X Link](https://x.com/undrvalue/status/2014802247704838270)  2026-01-23T20:47Z [---] followers, [---] engagements


"@EXP_Philosopher I think its well within set of possible outcomes. If they IPO at lets say $800b - they can bolt on Pinterest for 2.25% dilution and add meaningful ad network and distribution scale. Or maybe they take a meaningful stake and it re-rates from 10x to 25x and prints free money"  
[X Link](https://x.com/undrvalue/status/2015112242551988482)  2026-01-24T17:19Z [---] followers, [--] engagements


"Gotta be one of the hardest companies to value It merged with Twitter OpenAI et al show you can attain astonishing growth to billions in ARR on consumer Anthropic showed that great models can be differentiated and have pricing power Elon has a proven track record of vertically integrated winners in competitive technical industries All that said: $250B is a lot of money. https://twitter.com/i/web/status/2015193961384808791 https://twitter.com/i/web/status/2015193961384808791"  
[X Link](https://x.com/undrvalue/status/2015193961384808791)  2026-01-24T22:44Z [---] followers, [--] engagements


"@crux_capital_ I just baghold $FCX"  
[X Link](https://x.com/undrvalue/status/2015218669274775767)  2026-01-25T00:22Z [---] followers, [---] engagements


"Not all enterprise SaaS is the same. Agents are a tailwind for some. Its happening $GTLB https://t.co/ibFFvLz9pr Its happening $GTLB https://t.co/ibFFvLz9pr"  
[X Link](https://x.com/undrvalue/status/2015491296669143194)  2026-01-25T18:25Z [---] followers, [----] engagements


"Anthropic & the Claude API which is Software as a service for businesses Is SO en vogue EVEN AS enterprise SaaS valuations absolutely puke -50% Lots of alpha in taking the time to get away from the sector average and sort out the critical infrastructure (e.g $CRM $GTLB) Interesting time to be alive https://twitter.com/i/web/status/2015585750495203388 https://twitter.com/i/web/status/2015585750495203388"  
[X Link](https://x.com/undrvalue/status/2015585750495203388)  2026-01-26T00:41Z [---] followers, [---] engagements


"@SixSigmaCapital This is the #1 skill Im working on - dealing with high uncertainty ugh conviction and moving winners from side bets to core bets"  
[X Link](https://x.com/undrvalue/status/2015949022843023786)  2026-01-27T00:44Z [---] followers, [---] engagements


"@P_Remarks Meanwhile is SBC land https://t.co/oTWwWOjWOD https://t.co/oTWwWOjWOD"  
[X Link](https://x.com/undrvalue/status/2016281183039193266)  2026-01-27T22:44Z [---] followers, [---] engagements


"Q1 [----] Theme #1: SaaS SaaS has been beaten down on AI fears. Titans like $CRM trade at decade-low valuations - some below the [----] tech winter. Smaller players look like bargains. The bears aren't wrong about the risks. Some companies will get killed by AI. Others displaced. Still others will see per-seat revenue erode as agents replace humans in workflows. But switching costs are real. True workflow software with data lock-in doesn't get ripped out easily. And the AI story cuts both ways - simple features can increase per-seat revenue to offset losses. Agentic capabilities that surface"  
[X Link](https://x.com/undrvalue/status/2010757886365089873)  2026-01-12T16:56Z [---] followers, [---] engagements


"@Quality_stocksA To name a few $META $GTLB $CPB"  
[X Link](https://x.com/undrvalue/status/2010854117238063608)  2026-01-12T23:19Z [---] followers, [---] engagements


"Good read. $WOLF is an interesting one - fresh out of restructuring - small cap now $14b at peak - real tech https://t.co/zd8ThA4OIJ https://t.co/zd8ThA4OIJ"  
[X Link](https://x.com/undrvalue/status/2013270747071041697)  2026-01-19T15:22Z [---] followers, [----] engagements


"Friend asked about playing Wendy's $WEN short. First I don't love shorting real businesses and it's not my strength. But I looked into it. The bear case is there. Revenue declining. Debt at 8x EBITDA. Fast food sentiment is rough. Already been in a drawdown for a while. Still I suggested that it's too late for this trade. Things that give me pause: - Dividend yield is high for a brand this recognizable. Creates a floor - They're a logical bolt-on for a QSR aggregator. M&A risk - Lower rates will help the debt math Vs the distressed peer set: - $WEN: 14.5x EV/EBIT 8.0x Debt/EBITDA - $JACK:"  
[X Link](https://x.com/undrvalue/status/2013402078530674754)  2026-01-20T00:03Z [---] followers, [---] engagements


"$GTLB remains my favorite SaaS play"  
[X Link](https://x.com/undrvalue/status/2013436487321428169)  2026-01-20T02:20Z [---] followers, [----] engagements


"@SixSigmaCapital @wallstengine $HPE starts to look interesting here"  
[X Link](https://x.com/undrvalue/status/2013778010730590708)  2026-01-21T00:57Z [---] followers, [--] engagements


"$ENPH may have finally turned the corner +17% YTD. Still a possible 10x from here. Hard to bet against energy in this market"  
[X Link](https://x.com/undrvalue/status/2014376693579096199)  2026-01-22T16:36Z [---] followers, [---] engagements


"$CRCL seems pretty excellent here. Lowest mark since IPO. White-hot market for American Dynamism (USD stables are on theme). Crypto sentiment lows are clouding against real stablecoin adoption and a regulatory first mover advantage"  
[X Link](https://x.com/undrvalue/status/2014494359392289090)  2026-01-23T00:24Z [---] followers, [----] engagements


"@EXP_Philosopher Im a fan but bagholding from like $10"  
[X Link](https://x.com/undrvalue/status/2015112345576718798)  2026-01-24T17:19Z [---] followers, [--] engagements


"@ArrakisGlobal @enriqueabeyta Yeah $CEG was great after liberation day but ran up too much"  
[X Link](https://x.com/undrvalue/status/2015119753514516871)  2026-01-24T17:49Z [---] followers, [---] engagements


"@FluentInQuality I took a position early Jan. Narrative and fundamentals alignment for rebound. Consumer solar (and storage) will have a strong decade after digesting the reset from recession and govt subsidies"  
[X Link](https://x.com/undrvalue/status/2015577423895724286)  2026-01-26T00:08Z [---] followers, [--] engagements


"With $PINS down another -9% today on a RIF that will boost earnings it may mark the turning point. https://t.co/oTWwWOjWOD https://t.co/oTWwWOjWOD"  
[X Link](https://x.com/undrvalue/status/2016201384568533338)  2026-01-27T17:27Z [---] followers, [---] engagements


"@SixSigmaCapital I feel like Meta has been the easiest money for the last couple months. Boring but easy. Avg $644 for me"  
[X Link](https://x.com/undrvalue/status/2016637518989631859)  2026-01-28T22:20Z [---] followers, [---] engagements


"@CapitalObserver Are we in the FOMO part of the cycle"  
[X Link](https://x.com/undrvalue/status/2016932707159462179)  2026-01-29T17:53Z [---] followers, [---] engagements


"@sigmazerocap I think so too. All these leveraged ETFs and passive ownership creates too much momentum in both directions"  
[X Link](https://x.com/undrvalue/status/2017341217659621468)  2026-01-30T20:56Z [---] followers, [---] engagements


"$U down 20%+ on the day amid an already-steep selloff. Seems like a huge overreaction to $GOOG Genie [--] world model. I buy this narrative from Matthew. You can prompt a world but at some point you need scaffolding to enforce specific and consistent taste. Bottom is probably close (with strong upside catalyst in 12-18mo) Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can"  
[X Link](https://x.com/undrvalue/status/2017343181617303562)  2026-01-30T21:04Z [---] followers, [---] engagements


"thanks for amplifying. "Contrarian investor. The form of tilt here can be described as "If the only tool a man has is a hammer then everything looks like a nail". This type of investor will regularly miss out on easy money bets if that bet is made by a large crowd." resonated - I suffer from this https://twitter.com/i/web/status/2017415456660115746 https://twitter.com/i/web/status/2017415456660115746"  
[X Link](https://x.com/undrvalue/status/2017415456660115746)  2026-01-31T01:51Z [---] followers, [--] engagements


"@rubicon59 Agreed. Especially wide-moat platforms like $CRM"  
[X Link](https://x.com/undrvalue/status/2017697426875023669)  2026-01-31T20:32Z [---] followers, [--] engagements


"@SixSigmaCapital $MSFT is loading"  
[X Link](https://x.com/undrvalue/status/2017718464954392800)  2026-01-31T21:55Z [---] followers, [---] engagements


"@taobanker @SFarringtonBKC i like it - prob alpha in buying an untouchable udemy pre merger"  
[X Link](https://x.com/undrvalue/status/2017777168554856532)  2026-02-01T01:49Z [---] followers, [--] engagements


"Q1 [----] Theme #2: Consumer Staples Consumer staples sit in the trough of a major cycle. $CPB at a 9.7x P/E. Yield approaching 6%. The sector is the only one in the red this year. Everyone's worried about GLP-1 killing the food giants. Fair enough - snacks are getting crushed. PepsiCo has posted five straight quarters of declining volumes. Savory snack spending down 10%. Mondelez North America revenue down 4%. Oof. But Campbell's isn't a snack company. It's a meal company. Soups. Sauces. Proteins. The categories actually growing on GLP-1 Protein-rich foods and meal replacements. Campbell's"  
[X Link](https://x.com/undrvalue/status/2010793914127827383)  2026-01-12T19:20Z [----] followers, [---] engagements


"Q1 [----] Theme #3: Water Water utilities are trading at 20% discounts to 10-year averages. Yet nobody cares (and that's kind of the point). $HTO trades at a forward P/E of 17.4x. The 20-year average is 25+. It's a Dividend King - 50+ consecutive years of increases. Yield over 3.2%. The AI catalyst story is underappreciated. Everyone's focused on power and chips. But data centers are incredibly water-intensive - a single large facility uses [--] million gallons a day for cooling. Texas data centers will consume [--] billion gallons this year. By [----] that's projected at [---] billion. That's"  
[X Link](https://x.com/undrvalue/status/2010852334407139730)  2026-01-12T23:12Z [----] followers, [---] engagements


"Q1 [----] Theme #9: AdTech Mag7 is a sponge for adtech public value. Google Meta Amazon - fair enough. That's where the dollars go. And they're ripping. Smaller pureplay adtech companies got crushed. The thesis here is simple: adtech got beaten down with the broader software selloff but advertising spend keeps growing. CTV is taking share from linear. Retail media is exploding. Someone besides the giants will capture value. Let's review a few: $TTD was maybe the worst performer in the S&P [---] this year. Down 68%. CTV now accounts for 50% of revenue and the shift to programmatic is accelerating."  
[X Link](https://x.com/undrvalue/status/2010874976463921484)  2026-01-13T00:42Z [---] followers, [---] engagements


"Bonus Theme #10: Overlooked AI Winners I predict that Getty Images $GETY will pivot from AI casualty to AI winner. The initial reaction to generative AI was existential fear. Getty sued Stability AI. The stock collapsed. Everyone assumed image libraries were dead. But that's not the end of the story. The demand for clean licensed indemnified training data keeps growing. Companies want safe content. Getty now has its own generative AI tool built with NVIDIA - trained exclusively on licensed content fully indemnified for commercial use. That's a real differentiator as enterprise buyers get more"  
[X Link](https://x.com/undrvalue/status/2010876689782608055)  2026-01-13T00:48Z [---] followers, [---] engagements


"Tide is turning on protecting image and video rights IP in GenAI Who owns the historical archives $GETY"  
[X Link](https://x.com/undrvalue/status/2011636645452530125)  2026-01-15T03:08Z [---] followers, [---] engagements


"@Investor_NICK_ I love soup $CPB"  
[X Link](https://x.com/undrvalue/status/2011648100784570731)  2026-01-15T03:54Z [----] followers, [--] engagements


"@TheBenSchmark $KALU is a fun one"  
[X Link](https://x.com/undrvalue/status/2013408159247860021)  2026-01-20T00:28Z [----] followers, [---] engagements


"Whats on sale today"  
[X Link](https://x.com/undrvalue/status/2013730440645947467)  2026-01-20T21:48Z [----] followers, [---] engagements


"Havent seen much SaaSacre chatter around $DOCU Growing business at 14x forward P/E True category leader. Cheap easy alternatives have existed forever Brand and trust moat; network effects Deep integrations across all Fortune [---] Moonshot upside to agent-to-agent contract execution Why not https://twitter.com/i/web/status/2014443730426855684 https://twitter.com/i/web/status/2014443730426855684"  
[X Link](https://x.com/undrvalue/status/2014443730426855684)  2026-01-22T21:03Z [----] followers, [---] engagements


"My biggest public markets miss last year: Wag Walking $PET Fundamentally sound business model. Dog walking and sitting marketplace. The Lyft to Rover's Uber - not the market leader but real customers real revenue and priced for bankruptcy. I kept buying on the way down. My last purchase was somewhere below a $10M market cap. By mid-2025 it was trading at [--] cents - under $6M valuation. Then zero. The thing is - whoever got it in restructuring got a steal. Someone bought the debt in April and converted it to 100% ownership through a prepackaged Chapter [--]. Wag ran Google Ads heavy until the"  
[X Link](https://x.com/undrvalue/status/2014458622592614470)  2026-01-22T22:02Z [----] followers, [---] engagements


"I bottom ticked $CLF in May [----]. Looking back thesis at the time was: Narrative American manufacturing trade Nearshoring metals US Steel deal was not a good reason for selloff Fundamentals Oversold trough (-80% from peak) Low multiples do a vertically integrated strategic business. Not a meme stock Really amazing setup. Wish I had sized up more. One to learn from. https://twitter.com/i/web/status/2014789562418249810 https://twitter.com/i/web/status/2014789562418249810"  
[X Link](https://x.com/undrvalue/status/2014789562418249810)  2026-01-23T19:57Z [----] followers, [---] engagements


"Hard to beat X could be the next Y from WSJ as a narrative catalyst. Since this article: $KALU +50% $CENX +64% Pays to read what the money is reading"  
[X Link](https://x.com/undrvalue/status/2014807418950320571)  2026-01-23T21:08Z [----] followers, [---] engagements


"@TheBenSchmark $KALU dont benefit"  
[X Link](https://x.com/undrvalue/status/2014807579709604110)  2026-01-23T21:08Z [----] followers, [---] engagements


"SaaS trigger warning. $CRM is finally ready to accumulate at $214. The story everyone's telling: AI is going to kill enterprise SaaS. Claude makes CRM software obsolete. Agentforce isn't monetizing fast enough. Let's consider some facts. $40B in revenue. 78% gross margins. $14.5B in free cash flow. Earnings up 39% last quarter. Multiple has compressed from 40x to 28x trailing. and forward P/E is now 16x. AND they're returning cash - dividend yield approaching 0.8%. This isn't a hypergrowth story anymore. Fine. But it's starting to look like a compounder / FCF story. The risk is real - but a"  
[X Link](https://x.com/undrvalue/status/2017089314681999485)  2026-01-30T04:15Z [---] followers, [---] engagements


"AI ad targeting isn't hype. $META just proved it. Their new architecture is reaccelerating revenue growth for the hyperscaler in a big way and the market is taking notice. The implications for $SNAP (950M MAU) and $PINS (530M MAU) are underappreciated. Zuckerberg's "GEM" models powered by AI now drive the majority of ad revenue. While impressions are up from more usage that's not the story - it's the delivery quality & conversion efficiency of the ads themselves. The models got better at predicting who buys. Meta had a $59.9B Q4. $201B full year. 30% () growth guidance for Q1. Here's what"  
[X Link](https://x.com/undrvalue/status/2017414656340726062)  2026-01-31T01:48Z [----] followers, [----] engagements


"Marvell's Lost Year $MRVL's AI data center business grew 88% last year. The stock fell 28%. That's not a demand problem. What happened Rumors say their biggest buyer Amazon demoted them on their custom ASIC (Trainium). But this isn't a one-customer story anymore. Microsoft's custom AI chip - Maia - is theirs. Google's in the mix. Three of four major cloud players now have design wins with MRVL. The diversification is happening. Mr Market is still yawning. The other overhang: 40% of revenue comes from China. This cuts both ways. Forward PE 22x on a business growing 37% in the hottest sector on"  
[X Link](https://x.com/undrvalue/status/2017428602032115848)  2026-01-31T02:43Z [----] followers, [----] engagements


"@KawzInvests Nice find. I have been wanting Anduril exposure. If this backlog Is real: Why is it so under-owned"  
[X Link](https://x.com/undrvalue/status/2017698275131068465)  2026-01-31T20:35Z [----] followers, [----] engagements


"Whats the next commodity to 10x The metals and rare earths trade is crowded. The question is whats next. The supercycle narrative has a pattern. It spreads. Gold first. Then silver. Then rare earths. Then copper. Each time the same talking points: strategic asset China concentration risk reshoring tailwinds supply constraints When alpha degrades in one capital seeks the next rotation. Chemicals might just fit the pattern. Europe is closing capacity by the boatload. Energy costs 4-5x the US. BASF Dow TotalEnergies all shuttering sites. Chinas share of global chemical sales: 10% in [----] and 46%"  
[X Link](https://x.com/undrvalue/status/2017775685415399625)  2026-02-01T01:43Z [---] followers, [---] engagements


"@virattt Genuine question- how do you differentiate from Claude code with yahoo finance api"  
[X Link](https://x.com/undrvalue/status/2018076957637030030)  2026-02-01T21:40Z [---] followers, [----] engagements


"@gordocap18 I have a similar thesis on $GETY IP image archives music"  
[X Link](https://x.com/undrvalue/status/2018379384286281744)  2026-02-02T17:41Z [----] followers, [---] engagements


"@Midnight_Captl In your view what makes ORCL a better OAI play than MSFT"  
[X Link](https://x.com/undrvalue/status/2018385013340082198)  2026-02-02T18:04Z [----] followers, [---] engagements


"Thank god Unloaded $FIG today. Too painful to hold and unclear catalyst. Years of fighting ahead. Still think theyll get there - amazing product. Unloaded $FIG today. Too painful to hold and unclear catalyst. Years of fighting ahead. Still think theyll get there - amazing product"  
[X Link](https://x.com/undrvalue/status/2018434481800245299)  2026-02-02T21:20Z [----] followers, [---] engagements


"@buccocapital Wasnt worried until this"  
[X Link](https://x.com/undrvalue/status/2018440837173215285)  2026-02-02T21:46Z [----] followers, [----] engagements


"Wondering if you should buy Micron $MU Me too. Heres what I concluded. The US memory thesis is real. And were both early and late. $MU is the only pure-play American HBM name. Samsung and SK Hynix have China fab exposure now subject to export controls. Micron has zero. If you believe US-China decoupling accelerates - and I do - Micron is the default beneficiary for allied supply chains. The setup looks perfect. $150B domestic investment announced with Trump admin. $6.4B in CHIPS Act funding locked in. [-----] jobs. Politically sticky regardless of administration. HBM capacity sold out through"  
[X Link](https://x.com/undrvalue/status/2018482075284947185)  2026-02-03T00:30Z [----] followers, [----] engagements


"@AkbarInvests Oops. More on sale"  
[X Link](https://x.com/undrvalue/status/2018728649126768781)  2026-02-03T16:49Z [----] followers, [--] engagements


"@AkbarInvests Re PINS Meanwhile $META just re accelerated because AI makes social ads way more effective"  
[X Link](https://x.com/undrvalue/status/2018834297843827019)  2026-02-03T23:49Z [----] followers, [---] engagements


"Bought more $CRM today SaaS trigger warning. $CRM is finally ready to accumulate at $214. The story everyone's telling: AI is going to kill enterprise SaaS. Claude makes CRM software obsolete. Agentforce isn't monetizing fast enough. Let's consider some facts. $40B in revenue. 78% gross margins. SaaS trigger warning. $CRM is finally ready to accumulate at $214. The story everyone's telling: AI is going to kill enterprise SaaS. Claude makes CRM software obsolete. Agentforce isn't monetizing fast enough. Let's consider some facts. $40B in revenue. 78% gross margins"  
[X Link](https://x.com/undrvalue/status/2018838515854004545)  2026-02-04T00:06Z [----] followers, [---] engagements


"@DougCatsby Yeah $NOW seems like agents will be a tailwind. Didnt know Klarna was switching back thats awesome"  
[X Link](https://x.com/undrvalue/status/2019078156087382050)  2026-02-04T15:58Z [----] followers, [--] engagements


"@AkbarInvests Yeah Asana is being eroded by Slack it seems"  
[X Link](https://x.com/undrvalue/status/2019078633160405426)  2026-02-04T16:00Z [----] followers, [--] engagements


"I think this Anthropic ad is peak OpenAI hate for this cycle. New models are good. Codex is good. They secured a lot of compute and memory. Cash injection coming. Brilliant team. A billion consumers who dont know what Claude is love them. Oracle and Microsoft becoming interesting. OAI and Anthropic are both winners. https://twitter.com/i/web/status/2019155128234934334 https://twitter.com/i/web/status/2019155128234934334"  
[X Link](https://x.com/undrvalue/status/2019155128234934334)  2026-02-04T21:04Z [----] followers, [---] engagements


"@SFWTrades i see you didn't buy chemicals"  
[X Link](https://x.com/undrvalue/status/2019249776500568429)  2026-02-05T03:20Z [----] followers, [---] engagements


"@SixSigmaCapital Is the semicap trade going to unwind from here"  
[X Link](https://x.com/undrvalue/status/2019575241031446763)  2026-02-06T00:53Z [----] followers, [---] engagements


"The market is still pricing $ORCL like its a bet on OpenAI winning the model race. Its not. Its a bet on OpenAI needing compute. Those are very different trades - and only one of them is threatened by Anthropics rise. I bought calls today"  
[X Link](https://x.com/undrvalue/status/2019821772619805180)  2026-02-06T17:13Z [----] followers, [---] engagements


"This is bullish the $AMZN capex regime. Scooping up a distressed pre-permitted solar project for pennies on the dollar to build toward energy independence. The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://t.co/TlpSzeslfo"  
[X Link](https://x.com/undrvalue/status/2020186100900483418)  2026-02-07T17:21Z [----] followers, [---] engagements


"@ACapitalLP Will be interesting to see. I think its stretched already - trimmed half my position yesterday. CB was $40. Love the business"  
[X Link](https://x.com/undrvalue/status/2020188459642851471)  2026-02-07T17:30Z [----] followers, [--] engagements


"@ScottMilne_ Agreed. I am a fan of $WULF for the Google tie in. Watching $NBIS earnings with interest"  
[X Link](https://x.com/undrvalue/status/2020540016989192447)  2026-02-08T16:47Z [----] followers, [---] engagements


"http://x.com/i/article/2010788316065775616 http://x.com/i/article/2010788316065775616"  
[X Link](https://x.com/undrvalue/status/2010792279003578649)  2026-01-12T19:13Z [----] followers, [----] engagements


"@siyul $CRTO is interesting to me for how cheap it is. Customer concentration seems to be a concern (valued like and agency rather than an adtech platform). Could re-rate with a little AI sprinkles"  
[X Link](https://x.com/undrvalue/status/2011905681834852698)  2026-01-15T20:57Z [----] followers, [---] engagements


"Interesting way to get diversified international exposure. $UAE pays a 4% dividend. Met super sharp investor for dinner One mind blowing statistic he was telling me that the entire UAE market is available at 10X PE Mind blown checked $UAE ETF is indeed at 10X PE with Emaar being 15% ( contains some garbage like telecom etc) but clear case of re-rating if u Met super sharp investor for dinner One mind blowing statistic he was telling me that the entire UAE market is available at 10X PE Mind blown checked $UAE ETF is indeed at 10X PE with Emaar being 15% ( contains some garbage like telecom"  
[X Link](https://x.com/undrvalue/status/2013708941923082520)  2026-01-20T20:23Z [----] followers, [---] engagements


"Speaking of bankruptcy $LESL is an interesting one $LESL (Leslie's) is the largest direct-to-consumer pool supply retailer in the US Over [---] stores significant market share. Good business - recurring revenue from chemicals and maintenance supplies for millions of pools in America. The pandemic triggered a backyard pool construction boom - installations up 20% in [----]. Everyone stuck at home wanted a pool. Great for Leslie's right It was. Until a black swan: Hurricane Laura hit in August [----] and destroyed the Biolab chlorine plant - wiping out 40% of US chlorine production. Prices spiked"  
[X Link](https://x.com/undrvalue/status/2014011714648539210)  2026-01-21T16:26Z [----] followers, [----] engagements


"@leevalueroach $LESL is interesting Speaking of bankruptcy $LESL is an interesting one $LESL (Leslie's) is the largest direct-to-consumer pool supply retailer in the US Over [---] stores significant market share. Good business - recurring revenue from chemicals and maintenance supplies for millions of pools in Speaking of bankruptcy $LESL is an interesting one $LESL (Leslie's) is the largest direct-to-consumer pool supply retailer in the US Over [---] stores significant market share. Good business - recurring revenue from chemicals and maintenance supplies for millions of pools in"  
[X Link](https://x.com/undrvalue/status/2017069860384362918)  2026-01-30T02:58Z [----] followers, [---] engagements


"Some thoughts on memory with $SNDK up 871% while $PSTG is flat. To ride the cycle or own the steadier compounder I've been on the wrong side of this one so far. I prefer to bet the boring one quietly compounds while the rocket mean-reverts. $SNDK manufactures NAND - the flash memory chips powering every AI data center. $PSTG buys NAND to build enterprise storage systems. When NAND prices spike SNDK's margins explode. PSTG's compress. NAND prices are up 30-40% quarter over quarter. Some segments up 50-70%. It's a supply crunch - demand from AI infrastructure is outpacing what Samsung SK Hynix"  
[X Link](https://x.com/undrvalue/status/2017081981977448582)  2026-01-30T03:46Z [----] followers, [----] engagements


"$DOCU: the trust layer of remote work A hidden gem in SaaS land The sad story: eSignatures are commoditized Growth is slowing. Retention is dropping as seats erode PandaDoc exists at a fraction of the price All true. and all priced in. By numbers: - Forward P/E: 12.8x - FCF: $1.17B (37% margin) - Gross margin: 79.5% - Market share: 55% - 95% of Fortune [---] This is a business throwing off a respectable $1.2B in cash trading at 9x FCF. And if it's so dead why hasn't it been disrupted Free alternatives exist. They've existed for years. Enterprise doesn't care. The switching costs are real - DOCU"  
[X Link](https://x.com/undrvalue/status/2017421683339235820)  2026-01-31T02:16Z [----] followers, [----] engagements


"$GTLB Rumor is FAANG style cos are refactoring their monorepos to scale in preparation for infinite agent code Rumor is FAANG style cos are refactoring their monorepos to scale in preparation for infinite agent code"  
[X Link](https://x.com/undrvalue/status/2017699446344323270)  2026-01-31T20:40Z [----] followers, [----] engagements


"http://x.com/i/article/2017785014302478336 http://x.com/i/article/2017785014302478336"  
[X Link](https://x.com/undrvalue/status/2017788214514503862)  2026-02-01T02:32Z [----] followers, 106K engagements


"@resourcebull The thing about $HUN is it seems pretty indexed to home construction"  
[X Link](https://x.com/undrvalue/status/2018044011660091871)  2026-02-01T19:29Z [----] followers, [---] engagements


"I hate PayPal as a stock but starting to love the setup in the payments space. $XYZ $FOUR"  
[X Link](https://x.com/undrvalue/status/2018166066812469562)  2026-02-02T03:34Z [----] followers, [---] engagements


"@WTI_God Will take a look"  
[X Link](https://x.com/undrvalue/status/2018176245121605996)  2026-02-02T04:14Z [----] followers, [---] engagements


"Salesforce Ventures was in Anthropics $450M Series C in [----] and youre bearish You think @Benioff is going to fall for innovators dilemma You think F500 wants to build a new department to manage a bespoke CRM platform You didnt know that OpenAI runs entirely on Slack $CRM https://twitter.com/i/web/status/2018895789460787599 https://twitter.com/i/web/status/2018895789460787599"  
[X Link](https://x.com/undrvalue/status/2018895789460787599)  2026-02-04T03:54Z [----] followers, [----] engagements


"Did you buy chemicals anon This week: $LYB +13% $DOW +16% https://t.co/Kd5cEtApvi https://t.co/Kd5cEtApvi"  
[X Link](https://x.com/undrvalue/status/2019086253715579363)  2026-02-04T16:30Z [----] followers, 62.8K engagements


"Plugging this for my new followers - by a stroke of luck it is proving extremely prescient. Tl;dr the setup for chemicals is really strong. https://t.co/Kd5cEtApvi https://t.co/Kd5cEtApvi"  
[X Link](https://x.com/undrvalue/status/2019136678804484531)  2026-02-04T19:51Z [----] followers, 25.9K engagements


"I like $DOW $LYB $WOLF for their respective asymmetry US exposure supply chain importance Narrative and fundamentals and sector flows aligning on this one (and I think explains the successive 5-10% daily gains in these names) There are pros and cons and some cycle risk like housing for wolf Also probably fine going long the materials index $XLB None of them are forever holds https://twitter.com/i/web/status/2019291904702312819 https://twitter.com/i/web/status/2019291904702312819"  
[X Link](https://x.com/undrvalue/status/2019291904702312819)  2026-02-05T06:08Z [----] followers, [---] engagements


"Is $S SentinelOne a shitco masquerading as cyber infra What do we think Why so cheap"  
[X Link](https://x.com/undrvalue/status/2020207823960043887)  2026-02-07T18:47Z [----] followers, [----] engagements


"Ha fair enough. I did start off saying prob just buy Nvidia. On memory - its not peak cycle yet for sure. Further glut and margin squeeze for a few more years. Whether thats priced yet or not - I dont know. The setup from here is not my cup of tea. Micron already $500b mkt cap Hynix multiple hurt by SK discount https://twitter.com/i/web/status/2020879745597251775 https://twitter.com/i/web/status/2020879745597251775"  
[X Link](https://x.com/undrvalue/status/2020879745597251775)  2026-02-09T15:17Z [----] followers, [---] engagements


"Good start The market is still pricing $ORCL like its a bet on OpenAI winning the model race. Its not. Its a bet on OpenAI needing compute. Those are very different trades - and only one of them is threatened by Anthropics rise. I bought calls today. The market is still pricing $ORCL like its a bet on OpenAI winning the model race. Its not. Its a bet on OpenAI needing compute. Those are very different trades - and only one of them is threatened by Anthropics rise. I bought calls today"  
[X Link](https://x.com/undrvalue/status/2020880814989521075)  2026-02-09T15:21Z [----] followers, [----] engagements


"http://x.com/i/article/2020661588689309696 http://x.com/i/article/2020661588689309696"  
[X Link](https://x.com/undrvalue/status/2020906358007267789)  2026-02-09T17:03Z [----] followers, 15.4K engagements


"@cajunpies thanks i'm happy being about 15% exposed to pure plays like ASML/NVDA - plus some healthy hyperscaler exposure - and i think there are some more boring materials plays that give upside without as much downside risk"  
[X Link](https://x.com/undrvalue/status/2020931498879418408)  2026-02-09T18:43Z [----] followers, [---] engagements


"@SixSigmaCapital speaking of cheap. what do we think about $pins"  
[X Link](https://x.com/undrvalue/status/2021067542358523931)  2026-02-10T03:43Z [----] followers, [----] engagements


"@nullcharts Been eyeing this one. I like BR own a lot of $NU. What do you make of the nationalized aspect of it"  
[X Link](https://x.com/undrvalue/status/2021070848078250000)  2026-02-10T03:56Z [----] followers, [---] engagements


"@loungeriffs Agree on platform being key. Part of why I cant shake bullish feeling on $CRM"  
[X Link](https://x.com/undrvalue/status/2021235401361408208)  2026-02-10T14:50Z [----] followers, [--] engagements


"We have reached the reflexive dip buying as expected. Bottom doesnt seem in quite yet. Claude Wick keeps going sector by sector. Going to be an interesting few weeks. https://x.com/zerohedge/status/2021279019899990435s=46 https://t.co/p8iqGRq1Td https://x.com/zerohedge/status/2021279019899990435s=46 https://t.co/p8iqGRq1Td"  
[X Link](https://x.com/anyuser/status/2021394126105870463)  2026-02-11T01:21Z [----] followers, [----] engagements


"@ManuInvests Watching closely to see if the 2nd tier platforms can also get wins from this. Would be a powerful catalyst for snap / pins / rddt. Only applovin gets credit at the moment"  
[X Link](https://x.com/undrvalue/status/2021444764474933541)  2026-02-11T04:42Z [----] followers, [---] engagements


"@dalibali2 Snap brushing 10x ntm pe today"  
[X Link](https://x.com/undrvalue/status/2021756769471721647)  2026-02-12T01:22Z [----] followers, [--] engagements


"@loungeriffs Agreed. SMBs are early adopters and easy segments for new entrants More cost sensitive Lower switching costs Conversely this is why I think $CRM is more insulated than they get credit for - majority large enterprise revenue"  
[X Link](https://x.com/undrvalue/status/2021784025577451919)  2026-02-12T03:10Z [----] followers, [--] engagements


"Interesting data. Anthropic obviously breaking out but still early. Also shows how over-pessimistic OpenAI sentiment is. $ORCL [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped to 35.9%. The natural question: is Anthropic winning at OpenAI's expense I think popular analyses https://t.co/Vzy9Z4fYsB [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped"  
[X Link](https://x.com/anyuser/status/2021791532479889790)  2026-02-12T03:40Z [----] followers, [----] engagements


"Some names that look interesting to me at current levels: $ARCC - Ares Capital. The blue chip. 61% first-lien senior secured diversified across [---] companies. Trading around NAV (0.99x as of October). 9.2% yield. $1.26/share in spillover income as a buffer. If youre only going to own one BDC probably this one. $BXSL - Blackstone Secured Lending. 97.5% first-lien - the most conservative book in the sector. Trading at 0.97x NAV yielding nearly 12%. The Blackstone name means access to the best deal flow. Management is cautious on [----] dividends - a cut is possible - but thats already in the"  
[X Link](https://x.com/undrvalue/status/2018124147638055321)  2026-02-02T00:47Z [----] followers, [----] engagements


"$ASML and $NVO positions could be resilient to EU protectionism due to capital flows Largest companies in EU by market cap: [--]. $ASML: $527b [--]. $LVMH: $351b [--]. $NVO: $277b [--]. $SAP: $273b [--]. $PRX: $270b"  
[X Link](https://x.com/undrvalue/status/2013069216434241808)  2026-01-19T02:01Z [----] followers, [---] engagements


"@EXP_Philosopher SaaS adjacent but ad networks are harder to value and I dont understand the Amazon risk well enough I like $CRTO on a similar note"  
[X Link](https://x.com/undrvalue/status/2015112569175097644)  2026-01-24T17:20Z [----] followers, [---] engagements


"$AMBQ +20% YTD Another catalyst for them I didnt cover: OURA-like smart rings for health https://ambiq.com/news/bravechip-and-ambiq-bring-low-power-innovation-to-smart-rings-with-bcl603s3l/ Q1 [----] Theme #8: Edge AI LLM compute for many use cases will move from the cloud to on-device. This is an inevitable technology arc. It's faster cheaper more secure. There aren't many ways to pure-play this in public markets. $AAPL will obviously be a huge beneficiary. They https://ambiq.com/news/bravechip-and-ambiq-bring-low-power-innovation-to-smart-rings-with-bcl603s3l/ Q1 [----] Theme #8: Edge AI LLM"  
[X Link](https://x.com/undrvalue/status/2015569750907314393)  2026-01-25T23:37Z [----] followers, [---] engagements


"Chart peeps: is $GETY about to rip Bleeding stopped"  
[X Link](https://x.com/undrvalue/status/2016637852705312979)  2026-01-28T22:21Z [----] followers, [---] engagements


"$GETY is up today while everything bleeds. Bonus Theme #10: Overlooked AI Winners I predict that Getty Images $GETY will pivot from AI casualty to AI winner. The initial reaction to generative AI was existential fear. Getty sued Stability AI. The stock collapsed. Everyone assumed image libraries were dead. But that's Bonus Theme #10: Overlooked AI Winners I predict that Getty Images $GETY will pivot from AI casualty to AI winner. The initial reaction to generative AI was existential fear. Getty sued Stability AI. The stock collapsed. Everyone assumed image libraries were dead. But that's"  
[X Link](https://x.com/undrvalue/status/2017337213923823901)  2026-01-30T20:40Z [----] followers, [---] engagements


"January Thesis Check I laid out ten themes with something in common - high margin of safety meaningful upside. Here's how they're holding up. Winners: $SMR: +20% $AMBQ: +7% $HTO: +7% Losers: $PATH: -24% $CRM: -20% $CHWY: -12% The Pattern The boring stuff is working. Utilities energy staples - all green. The "anti-AI" trade is quietly compounding. The speculative plays are split. $SMR ripped 20% on nuclear momentum still volatile as hell. $AMBQ up 7% as edge AI narrative holds. The Pain SaaS got worse. $CRM down 20% in a month. $PATH down 24%. The AI-kills-software fear isn't fading. Adtech"  
[X Link](https://x.com/undrvalue/status/2017451375245090896)  2026-01-31T04:14Z [----] followers, [---] engagements


"Over in private credit world theyre giving out 10%+ yield amid a lot of fear I wanted to look into it. BDCs are pricing in a crisis that isnt happening. Or so it seems to me. The sector trades at 0.83x NAV on average - widest discounts since the COVID crash. Headlines say private credit is cracking. First Brands collapsed. A Chicago bank just failed. The fear is real. The evidence less clear. First Brands wasnt a credit cycle casualty. It was fraud - the James brothers ran fake invoices and double-pledged collateral for years. Total BDC exposure $237 million across [---] funds. Thats 0.05% of"  
[X Link](https://x.com/undrvalue/status/2018123465501679745)  2026-02-02T00:45Z [----] followers, [----] engagements


"$CPB +5% today. Welcome to vertically integrated tomatoes. https://t.co/bvxzMM2c5D https://t.co/bvxzMM2c5D"  
[X Link](https://x.com/undrvalue/status/2019083414029365689)  2026-02-04T16:19Z [----] followers, [----] engagements


"@SayNoToTrading I wrote wolf I meant huntsman $HUN"  
[X Link](https://x.com/undrvalue/status/2019447613234508039)  2026-02-05T16:26Z [----] followers, [---] engagements


"@Mike10947310 I am more of a NVO guy myself but just occurred to me as a pure play if the weight loss business is a zero Hims Inc. - Hims & Hers Acquires US-based Peptide Facility https://investors.hims.com/news/news-details/2025/Hims--Hers-Acquires-US-based-Peptide-Facility/default.aspx https://investors.hims.com/news/news-details/2025/Hims--Hers-Acquires-US-based-Peptide-Facility/default.aspx"  
[X Link](https://x.com/undrvalue/status/2021397189348688017)  2026-02-11T01:33Z [----] followers, [--] engagements


"@edzitron @grok how much dollar ROI did meta get on its AI investment in [----] given the topline expansion from ad targeting improvements alone and how many years would it take to pay back then"  
[X Link](https://x.com/undrvalue/status/2021814130832036026)  2026-02-12T05:10Z [----] followers, [---] engagements


"@Baltachi_com Meta for sure"  
[X Link](https://x.com/undrvalue/status/2022074229261570219)  2026-02-12T22:23Z [----] followers, [--] engagements


"@atelicinvest Claude max plan as ubi"  
[X Link](https://x.com/undrvalue/status/2022074477639872752)  2026-02-12T22:24Z [----] followers, [--] engagements


"@Ryan15143 They are bad. This is the consensus take. My take is its overdone"  
[X Link](https://x.com/undrvalue/status/2022364501128172020)  2026-02-13T17:37Z [----] followers, [---] engagements


"@taobanker Upside in them being able to extract rent (alongside Google and bing) on Claude build me a database of all the Thai restaurants in US"  
[X Link](https://x.com/undrvalue/status/2022399271111458822)  2026-02-13T19:55Z [----] followers, [--] engagements


"@MetacriticCap @tszzl Its simple long Oracle"  
[X Link](https://x.com/undrvalue/status/2022488182353506333)  2026-02-14T01:48Z [----] followers, [--] engagements


"Q1 2026: Ten Bets Against the Crowd The market is drunk on momentum. Much of what worked in [----] is priced to perfection (or worse). Meanwhile entire sectors sit at decade lows. Businesses with real cash flows real moats and real http://x.com/i/article/2010877709703135235 http://x.com/i/article/2010877709703135235"  
[X Link](https://x.com/anyuser/status/2010878894271004909)  2026-01-13T00:57Z [----] followers, 246.1K engagements


"Is it $SFM time Down 55% from June highs. P/E sitting at 15x when the grocery sector trades at 21x. The selloff has been truly brutal. But the business underneath looks. fine Revenue still up 17% YoY. Comps at 10%. Private label at 24% of sales up from 16% in [----]. Bull case is they're the new Whole Foods. Whole Foods while great in many ways is losing the plot. Sprouts is now the affordable organic play. Natural products at fair prices. The $5 sandwich crowd. Health-conscious but not wealthy. AND they have [----] SKUs in vitamins and supplements alone. That's real psqf monetization - high"  
[X Link](https://x.com/undrvalue/status/2013781378567954543)  2026-01-21T01:11Z [----] followers, [----] engagements


"With rotation to safety here are some names I like: $CPB $KENV $KHC $NVO $SIRI $ELV $SFM"  
[X Link](https://x.com/undrvalue/status/2017372822671368521)  2026-01-30T23:02Z [----] followers, [---] engagements


"$SFM is set up for a huge bounce. Average analyst PT is 60% upside"  
[X Link](https://x.com/undrvalue/status/2017776708301295860)  2026-02-01T01:47Z [----] followers, [---] engagements


"@investingluc Great edge AI play. Check out $AMBQ as well"  
[X Link](https://x.com/undrvalue/status/2018035399390789810)  2026-02-01T18:55Z [----] followers, [----] engagements


"The Great SaaS Sorting When it's all said and done. what software companies aren't zeroes Software is down 20% from October. IGV has dropped 16% in January alone. ServiceNow Salesforce HubSpot Atlassian - all hitting http://x.com/i/article/2018844190608965632 http://x.com/i/article/2018844190608965632"  
[X Link](https://x.com/anyuser/status/2018883773287534846)  2026-02-04T03:06Z [----] followers, 78.1K engagements


"@valleyinvesting Yes definitely - I own $GTLB - did I contradict that $NET is a huge AI beneficiary but priced like it IMO Not a Rubrik expert"  
[X Link](https://x.com/undrvalue/status/2018911576057888801)  2026-02-04T04:56Z [----] followers, [----] engagements


"In honor of $SNAP earnings a bull case: https://t.co/oTWwWOjWOD https://t.co/oTWwWOjWOD"  
[X Link](https://x.com/undrvalue/status/2019209875470098730)  2026-02-05T00:42Z [----] followers, [----] engagements


"Seems bullish for $CRCL Autonomous agents are an entirely new category of users to build for and increasingly to sell to. Today were launching (a preview) of machine payments on @stripea way for developers to directly charge agents with a few lines of code. 🤖💸 $ Lets start tinkering Autonomous agents are an entirely new category of users to build for and increasingly to sell to. Today were launching (a preview) of machine payments on @stripea way for developers to directly charge agents with a few lines of code. 🤖💸 $ Lets start tinkering"  
[X Link](https://x.com/anyuser/status/2021397890833481942)  2026-02-11T01:36Z [----] followers, [----] engagements


"Ok I need to get AI off my feed now and back to stock pitches"  
[X Link](https://x.com/undrvalue/status/2021729367509152097)  2026-02-11T23:33Z [----] followers, [---] engagements


"In consumer what survives AI I argue: native mobile apps. No AI agent is going to scroll Instagram for you. With consumer tech valuations at multi-year lows the native app install base might be the most undervalued asset in tech right now. The digital real estate the notifications the attention the connection - perhaps the most-downloaded apps are better positioned than Mr. Market thinks. What was the most downloaded app in [----] AI itself ChatGPT. Apps might be the most undervalued asset in consumer tech right now. And with valuations where they are today its worth paying attention. $SNAP"  
[X Link](https://x.com/anyuser/status/2021961264633933883)  2026-02-12T14:55Z [----] followers, [----] engagements


"Entered $SNAP $4.99 and $PINS $15.28"  
[X Link](https://x.com/anyuser/status/2022060971028877544)  2026-02-12T21:31Z [----] followers, [----] engagements


"$PINS: - After hours at $15.33 down 17% from close - Trailing P/E 5.4x Forward P/E 8.1x - 80% gross margins 17% revenue growth 225% earnings growth - Nearly debt-free $2.7B cash vs $205M debt - RSI at [----] most oversold it's been in years - Trading at 52-week lows 40% below 200-day MA Buying this makes me sick right now let's see how it looks in hindsight https://twitter.com/i/web/status/2022082046416621862 https://twitter.com/i/web/status/2022082046416621862"  
[X Link](https://x.com/anyuser/status/2022082046416621862)  2026-02-12T22:55Z [----] followers, 33.2K engagements


"@The_Pro_Invest Priced in"  
[X Link](https://x.com/undrvalue/status/2022092257214808300)  2026-02-12T23:35Z [----] followers, [----] engagements


"@SixSigmaCapital I worry about [--]. the dependence on web traffic and what that means for monetization; what % of ad impressions are transient web visitors [--]. death by AI slop and content stuffing https://t.co/mfIGLwuDAT https://t.co/mfIGLwuDAT"  
[X Link](https://x.com/undrvalue/status/2022115046751711406)  2026-02-13T01:06Z [----] followers, [---] engagements


"@DDBlakeFischer SBC is still a problem but will get better with RIFs and reaction to stock price"  
[X Link](https://x.com/undrvalue/status/2022156262079963507)  2026-02-13T03:49Z [----] followers, [---] engagements


"@DDBlakeFischer Meta is much higher quality for sure. Just not likely to double in [--] months Actual profits have a big lever on them w headcount and ad targeting wins. This is a dislocation / mean reversion play with some fundamentals sprinkled in"  
[X Link](https://x.com/undrvalue/status/2022176272135467149)  2026-02-13T05:09Z [----] followers, [---] engagements


"@SixSigmaCapital wow look at that slope. wonder how much q4 ecom spend overstates the curvature. added it to my watchlist after last dip. have tried the ad platform at one company and found it to be a step down in performance from meta but not terrible & better than x/snap/etc"  
[X Link](https://x.com/undrvalue/status/2022179818914316462)  2026-02-13T05:23Z [----] followers, [---] engagements


"@Ryan15143 look at meta's AI ROI on ad targeting"  
[X Link](https://x.com/undrvalue/status/2022374308476260526)  2026-02-13T18:16Z [----] followers, [--] engagements


"Claude told me to use DigitalOcean to run a headless agent I built. Went to buy some. Figured it was a casualty of the software selloff. Nope. Sheeeeeesh welcome to the Claude effect. $DOCN"  
[X Link](https://x.com/anyuser/status/2022415544721580127)  2026-02-13T21:00Z [----] followers, [----] engagements


"@firstadopter Thanks planning to continue to share themes like this Staples oil water doing well Best part is I said SaaS had been beaten down on AI fears in early Jan 😂"  
[X Link](https://x.com/undrvalue/status/2022441238788776067)  2026-02-13T22:42Z [----] followers, [---] engagements


"@DDBlakeFischer Thanks - lots to learn from. Too early on SaaS but still like the theme. $BN has a lot of bulls but I cant wrap my head around the business"  
[X Link](https://x.com/undrvalue/status/2022487386366840932)  2026-02-14T01:45Z [----] followers, [--] engagements


"@MetacriticCap @tszzl No despite that Its more of the public markets pure play on OAI trajectory imo. If OpenAI trajectory continues it will be 50%+ of Oracles business vs 10% of MSFTs"  
[X Link](https://x.com/undrvalue/status/2022501318460580205)  2026-02-14T02:41Z [----] followers, [--] engagements


"@chipflare @ContrarianCurse @PegasusFund Lets look at the numbers . @grok summarize metas latest ER specifically topline acceleration and ad targeting wins"  
[X Link](https://x.com/undrvalue/status/2022505434142453922)  2026-02-14T02:57Z [----] followers, [---] engagements


"Apple is well positioned - interface of the middle and upper class US. Phone laptop car watch headphones soon AR - amazing chips as demonstrated by sold out computers (computers are only 10% of their biz not going to pump them stock but shows strategic positioning for edge AI) - as models get smaller and more efficient most queries will run locally - vibe coding is a tailwind for App Store monetization - subscription business is booming - poised to get margin share on cellular going direct with sat - largely sitting out capex boom for now Good stuff"  
[X Link](https://x.com/anyuser/status/2022791309803815194)  2026-02-14T21:53Z [----] followers, [----] engagements


"@JKeynesAlpha I dont think anything has changed their business is somewhat opaque because its very enterprise focused and it got caught in the crossfire. The time will come. Anthropic itself uses Gitlab to house its code"  
[X Link](https://x.com/undrvalue/status/2022806831651868889)  2026-02-14T22:55Z [----] followers, [--] engagements


"@evrgn11112231 @Midnight_Captl @sama @OpenAI Guys love the spirited debate. To add my 2c Even if the tech gets commoditized (ie very possible Google or an open source model eventually eats Anthropics lunch in enterprise) Its worth remembering that chatGPT is nearing 1b MAU and growing hyperscaler territory"  
[X Link](https://x.com/undrvalue/status/2022837162459476364)  2026-02-15T00:55Z [----] followers, [--] engagements


"@jeremie0117 Good read. Outside of $NU $MELI any top picks Re-rating of the broader economy- $EWZ"  
[X Link](https://x.com/undrvalue/status/2022858647072837825)  2026-02-15T02:20Z [----] followers, [--] engagements


"@GrowthStockGuy Thanks Hoping to find a bull to poke holes"  
[X Link](https://x.com/undrvalue/status/2022858825619943500)  2026-02-15T02:21Z [----] followers, [--] engagements


"Thanks - appreciate the nuanced take. This is a plausible narrative to me but creates huge uncertainty if we posit that the ads biz growth is good but decelerating and have largely unknown usage based growth on the other side And legal / regulatory risk To steelman if we walk backwards from a utopian tokenized internet answer machine where everyone gets fair and proportionate compensation for their contributions to answers: then theres certainly a strong case to be made https://twitter.com/i/web/status/2022860373817434298 https://twitter.com/i/web/status/2022860373817434298"  
[X Link](https://x.com/undrvalue/status/2022860373817434298)  2026-02-15T02:27Z [----] followers, [---] engagements


"@jeremie0117 Fair enough thanks"  
[X Link](https://x.com/undrvalue/status/2022860714936013016)  2026-02-15T02:29Z [----] followers, [--] engagements


"Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up 69%. $530M in net income after [--] years of losses. Margin expansion. $1B buyback authorized. Its an ads biz. Reddit captures 1.1% of US social ad spend. They dont need to win the ad market. They just need to go from 1% to 3%. The revenue mix: Advertising: $2.1B. 95% of total. Data licensing: $130M. 5%. Growing 8% in Q4. The licensing deals are nice incremental profit. But theyre a rounding error next to the ad business. And the strategic risk"  
[X Link](https://x.com/anyuser/status/2022745057896583202)  2026-02-14T18:49Z [----] followers, 14.2K engagements


"@AkbarInvests Yes the evidence will have to bear out and show low/no adverse effects / particularly interested to see what $CRM earnings holds next week"  
[X Link](https://x.com/undrvalue/status/2022855301951852972)  2026-02-15T02:07Z [----] followers, [--] engagements


"@Pray4Equity Well articulated. Agree with all of that - if they can keep user-hours fixed and apply leverage on ad load and targeting its a winner My challenge remains whether their web traffic headwind will all them to sustain impression avails"  
[X Link](https://x.com/undrvalue/status/2022865550783754724)  2026-02-15T02:48Z [----] followers, [--] engagements


"Q1 2026: Ten Bets Against the Crowd The market is drunk on momentum. Much of what worked in [----] is priced to perfection (or worse). Meanwhile entire sectors sit at decade lows. Businesses with real cash flows real moats and real http://x.com/i/article/2010877709703135235 http://x.com/i/article/2010877709703135235"  
[X Link](https://x.com/anyuser/status/2010878894271004909)  2026-01-13T00:57Z [----] followers, 246.1K engagements


"Good piece https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"  
[X Link](https://x.com/anyuser/status/2022807286905999385)  2026-02-14T22:56Z [----] followers, [----] engagements


"In Defense of SaaS Microsoft is in a 26% drawdown. Oracle has been cut in half. Salesforce is getting demolished. Adobe ServiceNow Palantir - all taken to the woodshed. The software sector ETF (IGV) has plunged 28% http://x.com/i/article/2021979955752742912 http://x.com/i/article/2021979955752742912"  
[X Link](https://x.com/anyuser/status/2021999185172775288)  2026-02-12T17:25Z [----] followers, 541.9K engagements


"Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up 69%. $530M in net income after [--] years of losses. Margin expansion. $1B buyback authorized. Its an ads biz. Reddit captures 1.1% of US social ad spend. They dont need to win the ad market. They just need to go from 1% to 3%. The revenue mix: Advertising: $2.1B. 95% of total. Data licensing: $130M. 5%. Growing 8% in Q4. The licensing deals are nice incremental profit. But theyre a rounding error next to the ad business. And the strategic risk"  
[X Link](https://x.com/anyuser/status/2022745057896583202)  2026-02-14T18:49Z [----] followers, 14.2K engagements


"@EquityBrian saw you mention it what do you think about this"  
[X Link](https://x.com/anyuser/status/2022792381913780229)  2026-02-14T21:57Z [----] followers, [---] engagements


"Apple is well positioned - interface of the middle and upper class US. Phone laptop car watch headphones soon AR - amazing chips as demonstrated by sold out computers (computers are only 10% of their biz not going to pump them stock but shows strategic positioning for edge AI) - as models get smaller and more efficient most queries will run locally - vibe coding is a tailwind for App Store monetization - subscription business is booming - poised to get margin share on cellular going direct with sat - largely sitting out capex boom for now Good stuff"  
[X Link](https://x.com/anyuser/status/2022791309803815194)  2026-02-14T21:53Z [----] followers, [----] engagements


"@SixSigmaCapital what do you think"  
[X Link](https://x.com/anyuser/status/2022759291606954238)  2026-02-14T19:46Z [----] followers, [----] engagements


"Claude told me to use DigitalOcean to run a headless agent I built. Went to buy some. Figured it was a casualty of the software selloff. Nope. Sheeeeeesh welcome to the Claude effect. $DOCN"  
[X Link](https://x.com/anyuser/status/2022415544721580127)  2026-02-13T21:00Z [----] followers, [----] engagements


"Didnt see that coming"  
[X Link](https://x.com/anyuser/status/2022337879318692174)  2026-02-13T15:51Z [----] followers, [---] engagements


"$PINS: - After hours at $15.33 down 17% from close - Trailing P/E 5.4x Forward P/E 8.1x - 80% gross margins 17% revenue growth 225% earnings growth - Nearly debt-free $2.7B cash vs $205M debt - RSI at [----] most oversold it's been in years - Trading at 52-week lows 40% below 200-day MA Buying this makes me sick right now let's see how it looks in hindsight https://twitter.com/i/web/status/2022082046416621862 https://twitter.com/i/web/status/2022082046416621862"  
[X Link](https://x.com/anyuser/status/2022082046416621862)  2026-02-12T22:55Z [----] followers, 33.2K engagements


"Entered $SNAP $4.99 and $PINS $15.28"  
[X Link](https://x.com/anyuser/status/2022060971028877544)  2026-02-12T21:31Z [----] followers, [----] engagements


"A good note on AI + insurance which rhymes with a lot of sectors right now https://t.co/wxvY0Il6zg https://t.co/wxvY0Il6zg"  
[X Link](https://x.com/anyuser/status/2022037103790682269)  2026-02-12T19:56Z [----] followers, [----] engagements


"Nobody Buys a Seven-Figure Policy from a Chatbot This week over $25 billion in insurance market cap evaporated in a single session because a Spanish MGA put home insurance quotes on ChatGPT. Marsh fell 7%. Aon dropped 9%. Gallagher shed nearly 10%. http://x.com/i/article/2021735912204308480 http://x.com/i/article/2021735912204308480"  
[X Link](https://x.com/anyuser/status/2021737146982232256)  2026-02-12T00:04Z [----] followers, 112.8K engagements


"Fun times being a narratives and fundamentals guy in a flows market"  
[X Link](https://x.com/anyuser/status/2022008676744319217)  2026-02-12T18:03Z [----] followers, [---] engagements


"In consumer what survives AI I argue: native mobile apps. No AI agent is going to scroll Instagram for you. With consumer tech valuations at multi-year lows the native app install base might be the most undervalued asset in tech right now. The digital real estate the notifications the attention the connection - perhaps the most-downloaded apps are better positioned than Mr. Market thinks. What was the most downloaded app in [----] AI itself ChatGPT. Apps might be the most undervalued asset in consumer tech right now. And with valuations where they are today its worth paying attention. $SNAP"  
[X Link](https://x.com/anyuser/status/2021961264633933883)  2026-02-12T14:55Z [----] followers, [----] engagements


"Apps are moats in consumer Consumer tech is getting pummeled. Snap lost 25% in a single week. Pinterest is down to levels we haven't seen since I don't even know. Reddit gave back 7% in a day on pure sympathy selling after a http://x.com/i/article/2021814661528842241 http://x.com/i/article/2021814661528842241"  
[X Link](https://x.com/anyuser/status/2021824581468926425)  2026-02-12T05:51Z [----] followers, [----] engagements

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