# ![@valuedrift Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2952673006.png) @valuedrift Value Drift

Value Drift posts on X about ai, china, $acmr, $amzn the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2952673006/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2952673006/c:line/m:interactions.svg)

- [--] Week [------] +43%
- [--] Month [-------] +76%
- [--] Months [-------] -36%
- [--] Year [---------] -1.90%

### Mentions: [---] [#](/creator/twitter::2952673006/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2952673006/c:line/m:posts_active.svg)

- [--] Week [---] -2.20%
- [--] Month [---] +103%
- [--] Months [-----] +24%
- [--] Year [-----] +147%

### Followers: [-----] [#](/creator/twitter::2952673006/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2952673006/c:line/m:followers.svg)

- [--] Week [-----] +0.83%
- [--] Month [-----] +1.80%
- [--] Months [-----] +6.90%
- [--] Year [-----] +17%

### CreatorRank: [-------] [#](/creator/twitter::2952673006/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2952673006/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  40.96% [technology brands](/list/technology-brands)  22.89% [finance](/list/finance)  19.68% [countries](/list/countries)  13.25% [cryptocurrencies](/list/cryptocurrencies)  11.24% [social networks](/list/social-networks)  2.01% [travel destinations](/list/travel-destinations)  1.61% [gaming](/list/gaming)  1.2% [celebrities](/list/celebrities)  1.2% [musicians](/list/musicians)  0.8%

**Social topic influence**
[ai](/topic/ai) 12.05%, [china](/topic/china) #3465, [$acmr](/topic/$acmr) #5, [$amzn](/topic/$amzn) #256, [anthropic](/topic/anthropic) #1589, [$sats](/topic/$sats) #10, [sats](/topic/sats) #63, [stocks](/topic/stocks) #1457, [$zm](/topic/$zm) #13, [$2357hk](/topic/$2357hk) #1

**Top accounts mentioned or mentioned by**
[@sippingitreal](/creator/undefined) [@kairospraxis](/creator/undefined) [@orrdavid](/creator/undefined) [@grok](/creator/undefined) [@rajasark](/creator/undefined) [@mathlonning](/creator/undefined) [@b2balzer](/creator/undefined) [@irbezek](/creator/undefined) [@altaycapital](/creator/undefined) [@urinsideman](/creator/undefined) [@deusexdividend](/creator/undefined) [@taobanker](/creator/undefined) [@anidesh7](/creator/undefined) [@trackdalf](/creator/undefined) [@1aminvesting](/creator/undefined) [@costa11235](/creator/undefined) [@blondesnmoney](/creator/undefined) [@therealdavey2](/creator/undefined) [@investornick](/creator/undefined) [@frandell8](/creator/undefined)

**Top assets mentioned**
[ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SATS (Ordinals) (SATS)](/topic/$sats) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Skrumble (SKM)](/topic/$skm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv) [Sandisk Corporation (SNDK)](/topic/$sndk) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Veno Finance (VNO)](/topic/$vno) [Corporacion America Airports S.A. (CAAP)](/topic/$caap) [AS Roma Fan Token (ASR)](/topic/$asr) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Costco Hot Dog (COST)](/topic/$cost) [Micron Technology, Inc. (MU)](/topic/$mu) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Asana, Inc. (ASAN)](/topic/$asan) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Cloudflare, Inc. (NET)](/topic/$net) [GitLab Inc. (GTLB)](/topic/$gtlb) [Verra Mobility Corporation Class A Common Stock (VRRM)](/topic/$vrrm) [Diageo plc (DEO)](/topic/$deo) [SPX6900 (SPX)](/topic/$spx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Microsoft Corp. (MSFT)](/topic/$msft) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Alexander's Inc. (ALX)](/topic/$alx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@svrnco I kind of think of xAI as a donut like SolarCity unfortunately since I'm long $SATS"  
[X Link](https://x.com/valuedrift/status/2021699335092940957)  2026-02-11T21:34Z [----] followers, [--] engagements


"@conorsen Uber laid off [----] in [----] and Peloton laid off [----] just earlier this year"  
[X Link](https://x.com/valuedrift/status/1587974470358429698)  2022-11-03T01:06Z [----] followers, [--] engagements


"@anniierau Landscape and building focused.sounds like someone else another person who could have been an artist in another life"  
[X Link](https://x.com/anyuser/status/1945991425931501743)  2025-07-17T23:38Z [----] followers, 26.7K engagements


"Got $BRSL Michigan woman wins $100K Powerball pot using ChatGPT-generated numbers https://t.co/ECFv35NIMD https://t.co/08h2tE5XWQ Michigan woman wins $100K Powerball pot using ChatGPT-generated numbers https://t.co/ECFv35NIMD https://t.co/08h2tE5XWQ"  
[X Link](https://x.com/valuedrift/status/1980329262151516536)  2025-10-20T17:44Z [----] followers, [---] engagements


"Buy $KOF on Venezuela invasion profit from good earnings. Nice to be able to win for the wrong reasons"  
[X Link](https://x.com/valuedrift/status/1981759654599561418)  2025-10-24T16:28Z [----] followers, [---] engagements


"Sneaky decent price action in $EPAM recently recovered all losses since March"  
[X Link](https://x.com/valuedrift/status/1994654187238674439)  2025-11-29T06:26Z [----] followers, [---] engagements


"Got $LYV (Starting to buy this but expecting a lot of accumulation opportunities ahead.)"  
[X Link](https://x.com/valuedrift/status/1995943950029615451)  2025-12-02T19:51Z [----] followers, [---] engagements


"Why is $VNO late in announcing their [----] dividend"  
[X Link](https://x.com/valuedrift/status/1998090307968393490)  2025-12-08T18:00Z [----] followers, [---] engagements


"The real $LYV bear case. Every concert Ive been to in the past [--] years has about a 50% graying audience. Went to a house concert recently on college campus. It was fantastic. The student musicians were unbelievably talented crowd was terrific. Was told at the end that the college was shutting it down Every concert Ive been to in the past [--] years has about a 50% graying audience. Went to a house concert recently on college campus. It was fantastic. The student musicians were unbelievably talented crowd was terrific. Was told at the end that the college was shutting it down"  
[X Link](https://x.com/valuedrift/status/1998878880829235587)  2025-12-10T22:13Z [----] followers, [---] engagements


"Buying the airport dip has never not worked Just look at $OMAB then $AOT:BK and $CAAP A bit more on airports today. There are two main companies operating Haneda Airport one of the best airports worldwide: [--]. Japan Airport Terminal. [--]. Airport Facilities Co. Interesting as they operate what you could call the Front office and Back office independently. mini 🧵 https://t.co/gt6SaFKFuz A bit more on airports today. There are two main companies operating Haneda Airport one of the best airports worldwide: [--]. Japan Airport Terminal. [--]. Airport Facilities Co. Interesting as they operate what you"  
[X Link](https://x.com/valuedrift/status/1999028283636346929)  2025-12-11T08:07Z [----] followers, [---] engagements


"Oh well. $DAVA $EPAM $GLOB $lw is down 65% on ERP implementation issues but F500s will vibe code SAP inshallah $lw is down 65% on ERP implementation issues but F500s will vibe code SAP inshallah"  
[X Link](https://x.com/valuedrift/status/2003268318686495079)  2025-12-23T00:56Z [----] followers, [---] engagements


"I just found the weirdest $VNO bull case ever. it's true that cold climates select for intelligence but almost nobody knows that cold climates are also responsible for more connected brains during development. the selection argument is obvious if you live at the equator with year-round food availability shortsighted it's true that cold climates select for intelligence but almost nobody knows that cold climates are also responsible for more connected brains during development. the selection argument is obvious if you live at the equator with year-round food availability shortsighted"  
[X Link](https://x.com/valuedrift/status/2006422704455561457)  2025-12-31T17:50Z [----] followers, [---] engagements


"Weird lack of reaction on $KOF. I just bought a lot. I also did buy $ASR and $CAAP even though they are up as I think they are underreacting to the news. Conservative governments in LatAm is bullish and more oil means more flying"  
[X Link](https://x.com/valuedrift/status/2008271459274334370)  2026-01-05T20:16Z [----] followers, [---] engagements


"Accenture up on Claude Code $ACN https://newsroom.accenture.com/news/2025/accenture-and-anthropic-launch-multi-year-partnership-to-drive-enterprise-ai-innovation-and-value-across-industries https://newsroom.accenture.com/news/2025/accenture-and-anthropic-launch-multi-year-partnership-to-drive-enterprise-ai-innovation-and-value-across-industries"  
[X Link](https://x.com/valuedrift/status/2011487746150580682)  2026-01-14T17:17Z [----] followers, [---] engagements


"$ASAN does seem like an exceptional short even down here. Zero business value. @MRatable $ASAN will probably go to $0 even without AI. @MRatable $ASAN will probably go to $0 even without AI"  
[X Link](https://x.com/valuedrift/status/2012080112167178734)  2026-01-16T08:30Z [----] followers, [---] engagements


"The entire government apparatus is now pro protein and they remade the food pyramid yet $HRL did not work. Strict tech RTO happened yet $HPP did not work. Big outsourcing happened yet all outsourcing stocks destroyed. Lucky some things did work last year given bad errors"  
[X Link](https://x.com/valuedrift/status/2012624658076504319)  2026-01-17T20:34Z [----] followers, [---] engagements


"Looking to aggressively buy any $ACMR dip and sell any $EUAD spike"  
[X Link](https://x.com/valuedrift/status/2013511896075256047)  2026-01-20T07:20Z [----] followers, [---] engagements


"Don't fade me bro $ACMR"  
[X Link](https://x.com/valuedrift/status/2013689056245481936)  2026-01-20T19:04Z [----] followers, [---] engagements


"Bullish $KSPI What a pathetic failure https://t.co/Xb55YFjGpU What a pathetic failure https://t.co/Xb55YFjGpU"  
[X Link](https://x.com/valuedrift/status/2014082978071105546)  2026-01-21T21:09Z [----] followers, [---] engagements


"Bought back the $ACMR puts I sold looking at buying calls now that is out of the way"  
[X Link](https://x.com/valuedrift/status/2014364825456136658)  2026-01-22T15:49Z [----] followers, [---] engagements


"Got $1060:HK Not necessarily races.but people in China want live experiences. Harder than Harvard. to get a spot in Wuxi's half marathon 😂😂😂 You would probably have to pay me to run one. https://t.co/c51ljwpK5g Harder than Harvard. to get a spot in Wuxi's half marathon 😂😂😂 You would probably have to pay me to run one. https://t.co/c51ljwpK5g"  
[X Link](https://x.com/valuedrift/status/2014546472143106182)  2026-01-23T03:51Z [----] followers, [---] engagements


"@trackdalf Don't know. My biggest fear is China could go after then like they did $TCOM. Now they don't do choose one of two but they do have negotiated exclusivity"  
[X Link](https://x.com/valuedrift/status/2014553058081124602)  2026-01-23T04:17Z [----] followers, [--] engagements


"Long China. Trump Administration Ousts Key Officials Over China Tech Security Amid AI Chip Sales The Trump administration ousted two Commerce Department officials focused on countering technological threats from China raising concerns among U.S. security hawks about a softer stance https://t.co/PEX9Qa2kt4 Trump Administration Ousts Key Officials Over China Tech Security Amid AI Chip Sales The Trump administration ousted two Commerce Department officials focused on countering technological threats from China raising concerns among U.S. security hawks about a softer stance"  
[X Link](https://x.com/valuedrift/status/2014582483329876212)  2026-01-23T06:14Z [----] followers, [----] engagements


"Ride a $PONY instead and send the money to Guangzhou Interesting Hacker News comment that Waymo fares basically pull the money out of the local city And send it to the San Francisco bay area https://t.co/Xq7EipijPF Interesting Hacker News comment that Waymo fares basically pull the money out of the local city And send it to the San Francisco bay area https://t.co/Xq7EipijPF"  
[X Link](https://x.com/valuedrift/status/2014754522749665713)  2026-01-23T17:38Z [----] followers, [---] engagements


"$EPAM is up decently YTD. High-earning IT specialists in Russia hire good-looking nannies who take care of them so they can focus on work. https://t.co/3kZddwXHzm High-earning IT specialists in Russia hire good-looking nannies who take care of them so they can focus on work. https://t.co/3kZddwXHzm"  
[X Link](https://x.com/valuedrift/status/2014856749430538681)  2026-01-24T00:24Z [----] followers, [---] engagements


"I almost wanted to take profits on $KOF as Venezuela re-entry is almost priced in now but wow what a chart and new highs. Not selling this"  
[X Link](https://x.com/valuedrift/status/2015808709986046190)  2026-01-26T15:27Z [----] followers, [---] engagements


"Happy to short $SBUX through $ORR. STARBUCKS REMOVES $250000-A-YEAR CAP FOR CEOS PRIVATE JET USE Starbucks $SBUX is mandating that CEO Brian Niccol use the companys private jet for all his travel including personal trips while removing a previous restriction that would have required him to reimburse some https://t.co/52xanRs9li STARBUCKS REMOVES $250000-A-YEAR CAP FOR CEOS PRIVATE JET USE Starbucks $SBUX is mandating that CEO Brian Niccol use the companys private jet for all his travel including personal trips while removing a previous restriction that would have required him to reimburse"  
[X Link](https://x.com/valuedrift/status/2016283327226110150)  2026-01-27T22:53Z [----] followers, [---] engagements


"Why isn't $TLT a big long from here. There's a ton of layoffs and other deflation from technology no And I feel we are already cresting peak tariffs"  
[X Link](https://x.com/valuedrift/status/2016405500515205146)  2026-01-28T06:58Z [----] followers, [---] engagements


"I dumped Euronext and UMG last year because of Europe being geopolitically weak. I may buy back later only if the premise changes. You can be weak and have ski resorts. But you cannot be weak and have network monopolies. Geopolitics is what matters in investing these days"  
[X Link](https://x.com/valuedrift/status/2016616467631132988)  2026-01-28T20:56Z [----] followers, [---] engagements


"Lol at the price action the meme Claude Code trades that may not be $NET $GTLB"  
[X Link](https://x.com/valuedrift/status/2016914481927119293)  2026-01-29T16:40Z [----] followers, [---] engagements


"Are police departments going to vibe code their own forensics and body cams (Maybe.) $AXON $CLBT"  
[X Link](https://x.com/valuedrift/status/2016949097559998555)  2026-01-29T18:58Z [----] followers, [---] engagements


"It has been pleasant being long $16:HK. Why didn't I sell all my $HPP and $VNO earlier and put it all there instead as I contemplated. Hong Kongs Housing Market Rebounds With Renewed City Buzz Hong Kongs housing market is showing signs of recovery with home prices rising 3.25% in 2025the first annual increase in four years government data showed. Mainland Chinese buyers set record spending clearing https://t.co/KvPjNc6zXT Hong Kongs Housing Market Rebounds With Renewed City Buzz Hong Kongs housing market is showing signs of recovery with home prices rising 3.25% in 2025the first annual"  
[X Link](https://x.com/valuedrift/status/2017076825827201230)  2026-01-30T03:26Z [----] followers, [---] engagements


"Weird how $VRRM is breaking down with $AXON on no apparent catalyst. Arizona based government technology providers just can't catch a break. Will look to buy back into both. I hated I couldn't make money from my original idea of $VRRM but such is life"  
[X Link](https://x.com/valuedrift/status/2017101924223635750)  2026-01-30T05:05Z [----] followers, [---] engagements


"Security SaaS even with non vibe-codable hardware or proprietary elements has really suffered since valuations for ARR in general have compressed them. Not sure this is the time to take a stand yet maybe multiples lower going forward. $AXON $CLBT $EVLV $VRRM"  
[X Link](https://x.com/valuedrift/status/2017254357562274027)  2026-01-30T15:11Z [----] followers, [---] engagements


"Let's accumulate some more $ACMR on this weak-ish trading"  
[X Link](https://x.com/valuedrift/status/2017259573602820551)  2026-01-30T15:32Z [----] followers, [---] engagements


"Why aren't $ARKK returns higher than They forgot to buy Hynix These [----] @ARKInvest have aged really well. https://t.co/2ZaSZPbA0P These [----] @ARKInvest have aged really well. https://t.co/2ZaSZPbA0P"  
[X Link](https://x.com/valuedrift/status/2017637354937393595)  2026-01-31T16:33Z [----] followers, [---] engagements


"Just realized Starmer got China to cut tariffs on $DEO. Bottom confirmed"  
[X Link](https://x.com/valuedrift/status/2017893136895553561)  2026-02-01T09:29Z [----] followers, [---] engagements


"Annoying little ACM Shanghai microdip May get yet another chance to add $ACMR common on Monday"  
[X Link](https://x.com/valuedrift/status/2018181493047411158)  2026-02-02T04:35Z [----] followers, [---] engagements


"Stock marker traders: Maybe I'll buy $SKM or $ZM to benefit from Anthropic. Polymarket: https://polymarket.com/event/anthropic-ipo-closing-market-cap https://polymarket.com/event/anthropic-ipo-closing-market-cap"  
[X Link](https://x.com/valuedrift/status/2018423419252232587)  2026-02-02T20:36Z [----] followers, [---] engagements


"@1amInvesting The biggest question is what is the "neutral position" Cash $SPX $ACWI $ORR"  
[X Link](https://x.com/valuedrift/status/2018471000531480960)  2026-02-02T23:46Z [----] followers, [---] engagements


"@mathlonning Counterpoint is I need to move more money from Fidelity to Interactive Brokers including all IRAs. It's been very profitable to have the ability to buy the Sunday night dip including in individual stocks traded overnight"  
[X Link](https://x.com/valuedrift/status/2018475313404264453)  2026-02-03T00:03Z [----] followers, [---] engagements


"Interesting Schwab also has [--] hour trading. Of course Interactive Brokers is great at this. But Fidelity is very good for use as a main bank account with direct deposit ATM withdrawal with no fees and such. Annoying to have to use three platforms"  
[X Link](https://x.com/valuedrift/status/2018561255053894002)  2026-02-03T05:44Z [----] followers, [---] engagements


"Got $AMZN $SKM and $ZM man anthropic is about to drop the mother-of-all ai models tmrw: - crushes opus [---] at coding WHILE BEING 50% CHEAPER - new Swarm feature lets you spin up *multiple teams* of agents that run in parallel and use claude code THEMSELVES - basically an entire dev team on your man anthropic is about to drop the mother-of-all ai models tmrw: - crushes opus [---] at coding WHILE BEING 50% CHEAPER - new Swarm feature lets you spin up *multiple teams* of agents that run in parallel and use claude code THEMSELVES - basically an entire dev team on your"  
[X Link](https://x.com/valuedrift/status/2018561407256822154)  2026-02-03T05:45Z [----] followers, [---] engagements


"Got Kingsoft A good reminder of what is in China's 15th [--] Year Plan which will be finalized in March [----] (and how it differs from the 14th) BTW color me very skeptical on low altitude economy but because it's there on the list & many cities want to take a crack at it https://t.co/urb7YFtk5T A good reminder of what is in China's 15th [--] Year Plan which will be finalized in March [----] (and how it differs from the 14th) BTW color me very skeptical on low altitude economy but because it's there on the list & many cities want to take a crack at it https://t.co/urb7YFtk5T"  
[X Link](https://x.com/valuedrift/status/2018589723070242978)  2026-02-03T07:37Z [----] followers, [---] engagements


"So $TRI big down because Anthropic is getting into legal services. But also $AMZN and $ZM are down At least $SNDK is up"  
[X Link](https://x.com/valuedrift/status/2018727123461251106)  2026-02-03T16:43Z [----] followers, [---] engagements


"Very interesting social dynamic. AI layoffs are now hitting capital (see huge down moves in the stock market today) as well as labor. I wonder if that catalyzes more pushback against it. There is now potentially a wider coalition that could be opposed"  
[X Link](https://x.com/valuedrift/status/2018743602302812578)  2026-02-03T17:49Z [----] followers, [---] engagements


"@CapitalJurassic Then why are AI beneficiaries down too even Anthropic direct beneficiaries $AMZN $GOOG $ZM"  
[X Link](https://x.com/valuedrift/status/2018743973448397029)  2026-02-03T17:50Z [----] followers, [---] engagements


"Claude Code can't code $DEO and $TAP. Seems like these breakouts from bases are the real deal"  
[X Link](https://x.com/valuedrift/status/2018750156175495211)  2026-02-03T18:15Z [----] followers, [---] engagements


"No narrative can be found - this is spreading into just general risk off. $GOOG and Korea weakening hard here"  
[X Link](https://x.com/valuedrift/status/2018760775113040256)  2026-02-03T18:57Z [----] followers, [---] engagements


"@UrInsideMan Yes SaaS pricing seems likely to deflate hard here"  
[X Link](https://x.com/valuedrift/status/2018771374417096816)  2026-02-03T19:39Z [----] followers, [--] engagements


"@UrInsideMan I'm thinking about whether that also deflates pricing for $AXON $DJCO and $EVLV. Unfortunately it seems like $CLBT or $RDVT would come out more on the wrong side of things"  
[X Link](https://x.com/valuedrift/status/2018771541434286325)  2026-02-03T19:40Z [----] followers, [---] engagements


"$AXON almost to 10x NTM sales. Almost"  
[X Link](https://x.com/valuedrift/status/2018772687934681564)  2026-02-03T19:44Z [----] followers, [---] engagements


"@B2Balzer Long $TLT seems very rational. SaaS is pricing in a lot of deflation"  
[X Link](https://x.com/valuedrift/status/2018772975181500445)  2026-02-03T19:45Z [----] followers, [---] engagements


"@KairosPraxis I sold it on the bipartisan pushback to the killing of Alex Pretti. Wish I had sold it earlier"  
[X Link](https://x.com/valuedrift/status/2018773658421051885)  2026-02-03T19:48Z [----] followers, [---] engagements


"$ZM seems buyable here. Lost a lot of the Anthropic pump. And no one is going to vibe code video calling"  
[X Link](https://x.com/valuedrift/status/2018777180130705503)  2026-02-03T20:02Z [----] followers, [---] engagements


"@costa11235 Also Cramer did say to be long $GOOG here"  
[X Link](https://x.com/valuedrift/status/2018778472857145810)  2026-02-03T20:07Z [----] followers, [--] engagements


"I still don't understand why $NVDA is huge down but $AMZN and $GOOG seem to be defended where they need to be"  
[X Link](https://x.com/valuedrift/status/2018780949950152784)  2026-02-03T20:17Z [----] followers, [----] engagements


"@irbezek Yeah that goes doubly for $TSM. They didn't get into some public fight (irrelevant) and I don't see how they don't continue as a beneficiary of Anthropic eating the world"  
[X Link](https://x.com/valuedrift/status/2018784271901815247)  2026-02-03T20:30Z [----] followers, [---] engagements


"Official account. my bag holding plans are measured in decades my bag holding plans are measured in decades"  
[X Link](https://x.com/valuedrift/status/2018786792296849914)  2026-02-03T20:40Z [----] followers, [---] engagements


"@costa11235 I read too much FinTwit and so I don't still have my $ADBE and $MSFT shorts on. I was too easily influenced a sharp bottom could happen"  
[X Link](https://x.com/valuedrift/status/2018796978059321366)  2026-02-03T21:21Z [----] followers, [--] engagements


"@blondesnmoney I didn't jinx $AEO did I"  
[X Link](https://x.com/valuedrift/status/2018800416432238845)  2026-02-03T21:35Z [----] followers, [---] engagements


"David was right to short $HPP. @volcrushed @blondesnmoney Yeah. Its over Stock based comp. Massive campus. Vacation retreats. Its all going to crumble Code is worthless @volcrushed @blondesnmoney Yeah. Its over Stock based comp. Massive campus. Vacation retreats. Its all going to crumble Code is worthless"  
[X Link](https://x.com/valuedrift/status/2018820626442805646)  2026-02-03T22:55Z [----] followers, [---] engagements


"@irbezek That kind of risk management will just [--] eventually"  
[X Link](https://x.com/valuedrift/status/2018834630754124125)  2026-02-03T23:50Z [----] followers, [---] engagements


"The short $TEAM bros were correct it seems. What Is it already time for OpenAI to start laying off staff https://t.co/EufyrtcecK What Is it already time for OpenAI to start laying off staff https://t.co/EufyrtcecK"  
[X Link](https://x.com/valuedrift/status/2018929844298682543)  2026-02-04T06:09Z [----] followers, [---] engagements


"Disney Nintendo UMG all losers. Europe and Japan are militarily weak. Thus rightsholders lose. The US and China are strong. Thus AI always legally wins. Political economy is all that matters"  
[X Link](https://x.com/valuedrift/status/2018938863620857948)  2026-02-04T06:45Z [----] followers, [---] engagements


"This $ACMR bid/ask spread makes me feel like I'm trading predictions markets"  
[X Link](https://x.com/valuedrift/status/2019069554513830303)  2026-02-04T15:24Z [----] followers, [---] engagements


"Added $AMZN and $ACMR this morning"  
[X Link](https://x.com/valuedrift/status/2019073914089922871)  2026-02-04T15:41Z [----] followers, [---] engagements


"Buy the $ACMR microdip"  
[X Link](https://x.com/valuedrift/status/2019101163749261410)  2026-02-04T17:30Z [----] followers, [---] engagements


"Once again sold some $ACMR puts. Once IV calms down I may switch to buying calls"  
[X Link](https://x.com/valuedrift/status/2019109216527716598)  2026-02-04T18:02Z [----] followers, [---] engagements


"The shitco mentality. Our COO asked me to de-silo the org. So I created a Silo Sighting Form. Anytime you notice someone working independently you report it. Within two hours we had [--] submissions on one data scientist. His crime: wearing headphones typing fast and not checking Slack. I Our COO asked me to de-silo the org. So I created a Silo Sighting Form. Anytime you notice someone working independently you report it. Within two hours we had [--] submissions on one data scientist. His crime: wearing headphones typing fast and not checking Slack. I"  
[X Link](https://x.com/valuedrift/status/2019151643254878437)  2026-02-04T20:50Z [----] followers, [---] engagements


"@The_Analyst So you'd run Anthropic"  
[X Link](https://x.com/valuedrift/status/2019155775810335029)  2026-02-04T21:07Z [----] followers, [--] engagements


"I have said the weakness of $EUAD is what makes Euronext and UMG uninvestable for now. Political economy is all that matters. It's a very "real" place. In most of the developed world highly educated professionals medical doctors PhD scientists might make 60K. That is a normal rate of pay and personal consumption when you aren't born a citizen of the world military and monetary hegemon. It's a very "real" place. In most of the developed world highly educated professionals medical doctors PhD scientists might make 60K. That is a normal rate of pay and personal consumption when you aren't born a"  
[X Link](https://x.com/valuedrift/status/2019173547168657884)  2026-02-04T22:17Z [----] followers, [---] engagements


"Damn how much is Anthropic worth if this goes to even 25% Lol. Reminder of Claude's consumer marketshare: https://t.co/xJRAK61Q5v Reminder of Claude's consumer marketshare: https://t.co/xJRAK61Q5v"  
[X Link](https://x.com/valuedrift/status/2019174674492731605)  2026-02-04T22:22Z [----] followers, [---] engagements


"@KairosPraxis Political economy all. Euronext and UMG are uninvestable as long as Europe depends on the US military. Long China"  
[X Link](https://x.com/valuedrift/status/2019181645816021416)  2026-02-04T22:49Z [----] followers, [--] engagements


"That's super bullish Anthropic pricing value proposition potentially. Having seen some large organizations they implicitly look at employees sort of like capital equipment- what they are paying for isn't so much labor but labor capacity and they aim for 80-85% capacity utilization Having seen some large organizations they implicitly look at employees sort of like capital equipment- what they are paying for isn't so much labor but labor capacity and they aim for 80-85% capacity utilization"  
[X Link](https://x.com/valuedrift/status/2019185727079334134)  2026-02-04T23:06Z [----] followers, [---] engagements


"Set ClaudeBot to trade this pattern and mint money in your sleep Probably the most insane chart out there. $krus https://t.co/3hiM79NQj0 Probably the most insane chart out there. $krus https://t.co/3hiM79NQj0"  
[X Link](https://x.com/valuedrift/status/2019187136499691697)  2026-02-04T23:11Z [----] followers, [---] engagements


"Usually these mockery of Eric Trump mark the bottom. hey @EricTrump its been a while https://t.co/UC831czFHy hey @EricTrump its been a while https://t.co/UC831czFHy"  
[X Link](https://x.com/valuedrift/status/2019193683959312517)  2026-02-04T23:37Z [----] followers, [---] engagements


"@mathlonning That's the odd thing $TSM flattish YTD The tape for some of these is so weak.my base case is it's the pause that refreshes but at least open to the possibility something weird is signalled in price action"  
[X Link](https://x.com/valuedrift/status/2019203333400195495)  2026-02-05T00:16Z [----] followers, [---] engagements


"@AltayCapital @convexititties Also I don't see why people feel they have to agree exactly with their investment managers. If anything that provides valuable diversification. I disagree vociferously with some of David's political opinions that's ok not everyone thinks alike"  
[X Link](https://x.com/valuedrift/status/2019203986709180493)  2026-02-05T00:18Z [----] followers, [---] engagements


"@mathlonning The puzzle I'm wrestling with is Claude Code seems a big watershed moment where AI impact on society radically accelerates (I am seeing this professionally also) yet stocks are trading as if it's all topped. Base case big buying opportunity but always challenging that thought"  
[X Link](https://x.com/valuedrift/status/2019205129774456965)  2026-02-05T00:23Z [----] followers, [--] engagements


"Command and Conquer aesthetics supremacy. V2X $VVX The U.S. Marine Corps awarded a sole-source contract for V2X's new mobile counter-drone system (DASH) The DASH system fills a critical need to detect identify track and defeat small UAS in a highly mobile rugged form factor that will help protect Marines. https://t.co/I3pZ8FeIpm V2X $VVX The U.S. Marine Corps awarded a sole-source contract for V2X's new mobile counter-drone system (DASH) The DASH system fills a critical need to detect identify track and defeat small UAS in a highly mobile rugged form factor that will help protect Marines."  
[X Link](https://x.com/valuedrift/status/2019205519517577247)  2026-02-05T00:24Z [----] followers, [---] engagements


"@mathlonning I think the value of software radically drops. I'm not saying everyone will internally vibe code everything.but the costs of competition to any software firm are now much much lower"  
[X Link](https://x.com/valuedrift/status/2019207605726630320)  2026-02-05T00:33Z [----] followers, [--] engagements


"China trading weakly still. That shows Lily's precious metals liquidation thesis was likely correct"  
[X Link](https://x.com/valuedrift/status/2019225472044093594)  2026-02-05T01:44Z [----] followers, [---] engagements


"@orrdavid @cavdad13 Do you feel like you have some kind of inherent trait that allows you to sleep well even if there is market stress Or are there some practices you put into place to allow this"  
[X Link](https://x.com/valuedrift/status/2019231333629980812)  2026-02-05T02:07Z [----] followers, [----] engagements


"Why $2357:HK to benefit from the tens of growing China defense prowess It's the only non sanctioned ticker available to US investors. $EEM and $VXUS own it. Oh.and China is kind of looking to swarm the skies over Taiwan and needs a lot of fighters to do it. Long"  
[X Link](https://x.com/valuedrift/status/2019297993615372686)  2026-02-05T06:32Z [----] followers, [---] engagements


"So it seems $310s is very strong support for Google"  
[X Link](https://x.com/valuedrift/status/2019458049744998487)  2026-02-05T17:08Z [----] followers, [---] engagements


"Korea and Taiwan green (for now I'm sure like last night they could sell off with silver yet again)"  
[X Link](https://x.com/valuedrift/status/2019462744857276512)  2026-02-05T17:26Z [----] followers, [---] engagements


"Did begging Epstein kill Elon's aura $SATS"  
[X Link](https://x.com/valuedrift/status/2019466374100537849)  2026-02-05T17:41Z [----] followers, [---] engagements


"FinTwit just a while ago: "Full port. Let's name my account after a single stock I'm levered long". FinTwit today: "I've grown to like diversification""  
[X Link](https://x.com/valuedrift/status/2019498028948943060)  2026-02-05T19:47Z [----] followers, [---] engagements


"Got $SATS Mass reports of Russian operations paralyzed at the front in the aftermath of losing Starlink. "Command and control of troops at the front is virtually paralyzed. According to reports from the field assault operations have been suspended and the unit command and control https://t.co/pKHNiAd1sf Mass reports of Russian operations paralyzed at the front in the aftermath of losing Starlink. "Command and control of troops at the front is virtually paralyzed. According to reports from the field assault operations have been suspended and the unit command and control https://t.co/pKHNiAd1sf"  
[X Link](https://x.com/valuedrift/status/2019508694892061129)  2026-02-05T20:29Z [----] followers, [---] engagements


"Wtf $GOOG down 2% after the close just because $AMZN is down"  
[X Link](https://x.com/valuedrift/status/2019534312560029901)  2026-02-05T22:11Z [----] followers, [---] engagements


"What if the market is smart. And soon Trump makes some big anti AI announcement @ecommerceshares idk why nvda mu goog aren't ripping @ecommerceshares idk why nvda mu goog aren't ripping"  
[X Link](https://x.com/valuedrift/status/2019569295194493426)  2026-02-06T00:30Z [----] followers, [---] engagements


"@TheRealDavey2 You do see DeSantis trying to do so. Trump can be mercurial. He may think he already benefitted from them now time to throw them away"  
[X Link](https://x.com/valuedrift/status/2019607327314473436)  2026-02-06T03:01Z [----] followers, [--] engagements


"Imagine the US if it were Rubio in the White House today and Trump visiting as a mere entertainer. Stephen Miller in jail as a domestic terrorist. This is absolutely mind blowing and jaw dropping. This was @SecRubio back in [----]. Just listen to his prophetic words about Iran [--] years ago. We should have listened to him then. America needs to take heed now. History will not be kind for not acting to stop this regime. https://t.co/ksQ8GO0v0N This is absolutely mind blowing and jaw dropping. This was @SecRubio back in [----]. Just listen to his prophetic words about Iran [--] years ago. We should"  
[X Link](https://x.com/valuedrift/status/2019845970352304363)  2026-02-06T18:49Z [----] followers, [---] engagements


"I should have more $ORR and even when I own the same things I should just own them through $ORR. For example some of the biggest positions are $GOOG and $AMZN in $ORR yet it is balanced so well it's big up today even with both of them big down"  
[X Link](https://x.com/valuedrift/status/2019871979734724670)  2026-02-06T20:33Z [----] followers, [---] engagements


"Weird $SKM weakness today. It's down almost as much as $AMZN now. I may rotate some $AMZN to $SKM to lock in tax losses and to get more concentrated exposure to Anthropic"  
[X Link](https://x.com/valuedrift/status/2019875143364002180)  2026-02-06T20:45Z [----] followers, [---] engagements


"Claude Code solves this"  
[X Link](https://x.com/valuedrift/status/2019876894452379880)  2026-02-06T20:52Z [----] followers, [---] engagements


"If you are bold you could short $AMZN here for a test of Jassy's start date price and the weekly trendline $185 or so. And hedge it with long $SKM or something"  
[X Link](https://x.com/valuedrift/status/2019881996949025067)  2026-02-06T21:12Z [----] followers, [---] engagements


"@deusexdividend I'd rather own $SKM or even $ZM and $SATS"  
[X Link](https://x.com/valuedrift/status/2019882615491424752)  2026-02-06T21:15Z [----] followers, [---] engagements


"@Investor_NICK_ @Frandell8 @Sleepysolcap MFW I was super early to Claude Code and bought $AMZN to benefit because Gemini Pro told me to (and it actually recommended $GTLB $NET and other even bigger losers too). The funny thing is it didn't recommend $SKM or $ZM at all"  
[X Link](https://x.com/valuedrift/status/2019903696394723809)  2026-02-06T22:39Z [----] followers, [---] engagements


"The dedicated hater account (I don't follow because that's too much negativity for my life) can't find anything wrong with David. Got $ORR @Divergent7651 @mr_victor7 Yes that was dead wrong I redact the post. didnt do my research and had @grok do it for me without verifying claims which was not a good idea After digging in more David has a very strong and transparent record one of the best around today actually and accomplished without @Divergent7651 @mr_victor7 Yes that was dead wrong I redact the post. didnt do my research and had @grok do it for me without verifying claims which was not a"  
[X Link](https://x.com/valuedrift/status/2019915779320476034)  2026-02-06T23:27Z [----] followers, [---] engagements


"If I only knew how good AI would be in [----] I would have invested totally differently from the release of ChatGPT (which I was very aware of) and today. I was a fool to find so many reasons to be skeptical. The AGI people who sounded like raving lunatics then were right"  
[X Link](https://x.com/valuedrift/status/2019928680890528084)  2026-02-07T00:18Z [----] followers, [---] engagements


"@orrdavid Those Seeking Alpha links were dead for me. Didn't know you were long $OMAB since then nice to see it carry over to the ETF"  
[X Link](https://x.com/valuedrift/status/2019929425798971876)  2026-02-07T00:21Z [----] followers, [---] engagements


"Price action alone is making people think the largest shareholder in Anthropic has "No AI at all". $AMZN So do I have this right. naive 80/20 level synthesis $Goog. Cloud renter to others. In house AI for profit. Search getting disrupted $MSFT Cloud renter to others. Ownership stake in pure play AI CO's second tier in house Ai renter of AI for product suite product suite So do I have this right. naive 80/20 level synthesis $Goog. Cloud renter to others. In house AI for profit. Search getting disrupted $MSFT Cloud renter to others. Ownership stake in pure play AI CO's second tier in house Ai"  
[X Link](https://x.com/valuedrift/status/2019931399298699627)  2026-02-07T00:29Z [----] followers, [---] engagements


"@CostaV02 Potentially high water mark for all time"  
[X Link](https://x.com/valuedrift/status/2020192566050975990)  2026-02-07T17:46Z [----] followers, [--] engagements


"Video calling will not be vibe coded. My Take on Software: I do firmly believe that many software companies will perish due to AI. Jensen can't say that on air because those are his buyers lol. Cmon. I have said this before stuff like $ADBE $DOCU $ZM $CRM will be dinosaurs and likely be decimated. Like Toys-R-Us My Take on Software: I do firmly believe that many software companies will perish due to AI. Jensen can't say that on air because those are his buyers lol. Cmon. I have said this before stuff like $ADBE $DOCU $ZM $CRM will be dinosaurs and likely be decimated. Like Toys-R-Us"  
[X Link](https://x.com/valuedrift/status/2020235615376404760)  2026-02-07T20:37Z [----] followers, [---] engagements


"Very investable theme. The rise of Chinese running shoe brands on r/runningshoegeeks https://t.co/ASYhpwaVJs The rise of Chinese running shoe brands on r/runningshoegeeks https://t.co/ASYhpwaVJs"  
[X Link](https://x.com/valuedrift/status/2020300277321212173)  2026-02-08T00:54Z [----] followers, [---] engagements


"Star Wars (1977 not now) was amazingly prophetic. Sentient AI that you talk to. Luke doesn't have to code to get into imperial systems or even repair hardware he just tells R2-D2 what to do in plain language. Imperial democracy under threat by an old ruler and his henchmen"  
[X Link](https://x.com/valuedrift/status/2020333470627824102)  2026-02-08T03:06Z [----] followers, [---] engagements


"Basically we are replacing US workers with Korea and Taiwanese inputs. Long Korean and Taiwan until Trump whines. Heres what each company does in AI. https://t.co/teicBpG7ak Heres what each company does in AI. https://t.co/teicBpG7ak"  
[X Link](https://x.com/valuedrift/status/2020373193291387158)  2026-02-08T05:44Z [----] followers, [---] engagements


"True this money used to go back into FAANG now it's going to Korea and Taiwan. If you think the massive amount of money being spent on AI infrastructure by US hyperscalers isnt a massive headwind for stock prices then you dont understand flows. Since the GFC stock buybacks have been a much larger tailwind for stocks compared to the passive bid from If you think the massive amount of money being spent on AI infrastructure by US hyperscalers isnt a massive headwind for stock prices then you dont understand flows. Since the GFC stock buybacks have been a much larger tailwind for stocks compared"  
[X Link](https://x.com/valuedrift/status/2020402977929068695)  2026-02-08T07:43Z [----] followers, [---] engagements


"Seeing all those flying black cameras drone during the Winter Olympics and Super Bowl too. Very reminiscent of the probe droid in Empire Strikes Back"  
[X Link](https://x.com/valuedrift/status/2020666910220660757)  2026-02-09T01:11Z [----] followers, [---] engagements


"OpenAI had the worst AI commercials this Super Bowl. "You can just build things" (Twitter brained) and a bunch of math studying is like the least relatable thing to Americans. The Meta commercials are lame too because no one wants to say "Hey Meta.""  
[X Link](https://x.com/valuedrift/status/2020672970138742933)  2026-02-09T01:35Z [----] followers, [---] engagements


"@DeItaone Puerto Rico is literally part of America"  
[X Link](https://x.com/valuedrift/status/2020722076064071699)  2026-02-09T04:51Z [----] followers, [---] engagements


"Total dummy trade. But could be dumb enough to work. Long $RDDT on Moltbook being fake. Stop out on new lows"  
[X Link](https://x.com/valuedrift/status/2020724510908150176)  2026-02-09T05:00Z [----] followers, [----] engagements


"@futureman1977 @Nietschecapital Why would Reddit be disrupted by AI Advertisers advertising on AI instead of social media"  
[X Link](https://x.com/valuedrift/status/2020935482188996758)  2026-02-09T18:59Z [----] followers, [--] engagements


"I thought it was the Switzerland of LatAm. $CCU Phenomenal example from Chile of how to handle modern highway robbery. He left plenty of room between him and the car in front of him and then got off the X quickly and decisively when he recognized the attack. https://t.co/bEvdKahiTR Phenomenal example from Chile of how to handle modern highway robbery. He left plenty of room between him and the car in front of him and then got off the X quickly and decisively when he recognized the attack. https://t.co/bEvdKahiTR"  
[X Link](https://x.com/valuedrift/status/2020988099522863548)  2026-02-09T22:28Z [----] followers, [---] engagements


"Kalshi create a context for Bad Bunny for POTUS. Bad Bunny speaks out: Im a proud U.S. citizen and I have the constitutional right to run for president of this country. Whos going to stop me https://t.co/sy4cMMdzys Bad Bunny speaks out: Im a proud U.S. citizen and I have the constitutional right to run for president of this country. Whos going to stop me https://t.co/sy4cMMdzys"  
[X Link](https://x.com/valuedrift/status/2020994822958612788)  2026-02-09T22:54Z [----] followers, [---] engagements


"@taobanker The final piece could be Kalshi 24/7 index price contracts except from when I've they are so illiquid they're not super useful yet"  
[X Link](https://x.com/valuedrift/status/2021257211213652182)  2026-02-10T16:17Z [----] followers, [--] engagements


"Could Claude Code disrupt Bloomberg $ALX"  
[X Link](https://x.com/valuedrift/status/2011174616681890210)  2026-01-13T20:32Z [----] followers, [---] engagements


"If Europe retaliates (we'll see if the slaves have it in them) I think long $LYV short other US monopolies should work well. Ticketmaster has sort of a retaliation proof geographical footprint"  
[X Link](https://x.com/valuedrift/status/2012793190747693387)  2026-01-18T07:44Z [----] followers, [---] engagements


"A bunch of US ETFs holding FTSE China indices do hold $2357.HK.seems this is safe to buy for now even for US citizens. Amazing loophole. https://www.tradingview.com/symbols/HKEX-2357/etfs/ @thinkror @pandawatch88 Wow this is a good one Seems it has a stake in AVIC Shenyang yet is still buyable by US investors () due to not specifically being on the non-SDN list if I'm not mistaken on this loophole. https://www.tradingview.com/symbols/HKEX-2357/etfs/ @thinkror @pandawatch88 Wow this is a good one Seems it has a stake in AVIC Shenyang yet is still buyable by US investors () due to not"  
[X Link](https://x.com/valuedrift/status/2014665133235306836)  2026-01-23T11:42Z [----] followers, [---] engagements


"Congrats to all those who wisely bought that brief $LYV microdip"  
[X Link](https://x.com/valuedrift/status/2014804576835428620)  2026-01-23T20:56Z [----] followers, [---] engagements


"Opportunity to buy the $2357:HK microdip.soon. Here are the defense stocks that are selling off quite a bit looks like a lot of electronic warning/warfare stocks. https://t.co/7G30TfnKeW Here are the defense stocks that are selling off quite a bit looks like a lot of electronic warning/warfare stocks. https://t.co/7G30TfnKeW"  
[X Link](https://x.com/valuedrift/status/2015662134114635777)  2026-01-26T05:44Z [----] followers, [---] engagements


"Oh. $LYV all jokes aside. we are literally seeing the end of live music in front of us. how do companies and artist can justify those prices. all jokes aside. we are literally seeing the end of live music in front of us. how do companies and artist can justify those prices"  
[X Link](https://x.com/valuedrift/status/2016604812289462380)  2026-01-28T20:10Z [----] followers, [---] engagements


"Bearish $LYV Trump: I have determined that the fastest way to bring The Trump Kennedy Center to the highest level of Success Beauty and Grandeur is to cease Entertainment Operations for an approximately two year period of time Therefore The Trump Kennedy Center will close on July 4th https://t.co/U24Fzn3kF0 Trump: I have determined that the fastest way to bring The Trump Kennedy Center to the highest level of Success Beauty and Grandeur is to cease Entertainment Operations for an approximately two year period of time Therefore The Trump Kennedy Center will close on July 4th"  
[X Link](https://x.com/valuedrift/status/2018566633837732157)  2026-02-03T06:06Z [----] followers, [---] engagements


"@T3_RM Seems mechanical doesn't it I'm accumulating $2357:HK"  
[X Link](https://x.com/valuedrift/status/2019102960228376841)  2026-02-04T17:37Z [----] followers, [--] engagements


"@rajasark I see them both on IBKR. I like buying stocks that can take share because they are structurally more efficient $KDEF has been very enjoyable. I have also started accumulating $2357:HK"  
[X Link](https://x.com/valuedrift/status/2019108390606414124)  2026-02-04T17:58Z [----] followers, [--] engagements


"TFW when you can't buy SK Square because Interactive Brokers still doesn't have Korean stocks"  
[X Link](https://x.com/valuedrift/status/2019213987100123317)  2026-02-05T00:58Z [----] followers, [---] engagements


"Let's buy back the $ACMR puts I sold at the volatile bottom yesterday. Who knows what Friday havoc could come up tomorrow and it was a very nice harvest already"  
[X Link](https://x.com/valuedrift/status/2019870633715482805)  2026-02-06T20:27Z [----] followers, [---] engagements


"@institLPGP Even then you could have thought about $AXON or $EVLV and they have hardware but still down they went with the others"  
[X Link](https://x.com/valuedrift/status/2019908514953720102)  2026-02-06T22:58Z [----] followers, [---] engagements


"@RMarshSPark "8x sales or GTFO" still valid in Claude world $AXON"  
[X Link](https://x.com/valuedrift/status/2019931151784444295)  2026-02-07T00:28Z [----] followers, [---] engagements


"Short Bloomberg to go bankwupt $ALX who's paying $35k a year for screeners and financial analysis when there are options to get roughly 80-90% of everything you need with claude and TIKR for 10x less I've used factset and bloomberg and unfortunately i can tell you that the rate at which AI is improving these https://t.co/tto614H3oS who's paying $35k a year for screeners and financial analysis when there are options to get roughly 80-90% of everything you need with claude and TIKR for 10x less I've used factset and bloomberg and unfortunately i can tell you that the rate at which AI is"  
[X Link](https://x.com/valuedrift/status/2019932861747626088)  2026-02-07T00:34Z [----] followers, [----] engagements


"Even though $HPP failed this is true. If you only exist as a remote task doer you are that much closer to being replaced by an AI agent. Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the office was table stakes pre [----] Now you can increase Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young"  
[X Link](https://x.com/valuedrift/status/2020891771325301007)  2026-02-09T16:05Z [----] followers, [---] engagements


"Oh. Narrative violation $AMZN $SKM $ZM audiences didnt like anthropics ad placing it in the bottom 3% of all super bowl ads from the last five years https://t.co/Dzz5QurLMm audiences didnt like anthropics ad placing it in the bottom 3% of all super bowl ads from the last five years https://t.co/Dzz5QurLMm"  
[X Link](https://x.com/valuedrift/status/2020937607711162858)  2026-02-09T19:07Z [----] followers, [---] engagements


"@anidesh7 Berkshire doesn't own any Daily Journal so not seeing the causation"  
[X Link](https://x.com/valuedrift/status/2020957268515381616)  2026-02-09T20:25Z [----] followers, [--] engagements


"Markets are not THAT meme driven. If they were $HNST would have been big up today on that Jessica Alba Super Bowl appearance"  
[X Link](https://x.com/valuedrift/status/2020984571626652147)  2026-02-09T22:14Z [----] followers, [---] engagements


"Oh. $KDEF $2357:HK $LMT https://militarywatchmagazine.com/article/russia-first-stealth-fighter-export-su57-algeria#google_vignette https://militarywatchmagazine.com/article/russia-first-stealth-fighter-export-su57-algeria#google_vignette"  
[X Link](https://x.com/valuedrift/status/2021018738250985514)  2026-02-10T00:29Z [----] followers, [---] engagements


"@rmbtrader Love how Hanwha itself launched $KDEF Hynix definitely should also take measures into its own hands ASAP"  
[X Link](https://x.com/valuedrift/status/2021057858943713746)  2026-02-10T03:05Z [----] followers, [--] engagements


"Did Nintendo bottom on that Takaichi victory $7974:JP"  
[X Link](https://x.com/valuedrift/status/2021059260768190812)  2026-02-10T03:10Z [----] followers, [---] engagements


"Stocks I really wanted to work but kind of didn't I suppose based on my bad buy timing also: HKEX Verra Mobility"  
[X Link](https://x.com/valuedrift/status/2021062159648817445)  2026-02-10T03:22Z [----] followers, [---] engagements


"If you don't sell losers you are sort of being arrogant enough to say that your win percentage is not 50% or 60% but 100% even though empirically that's not true"  
[X Link](https://x.com/valuedrift/status/2021062652194394477)  2026-02-10T03:24Z [----] followers, [---] engagements


"Got $2357:HK Chinese J-16 fighter jets fired decoy flares at Taiwanese jets flew into firing position behind one and hid underneath a bomber to try to mask its radar signature #ChinaTaiwanScoop 👇 https://t.co/IYZUhGU44L Chinese J-16 fighter jets fired decoy flares at Taiwanese jets flew into firing position behind one and hid underneath a bomber to try to mask its radar signature #ChinaTaiwanScoop 👇 https://t.co/IYZUhGU44L"  
[X Link](https://x.com/valuedrift/status/2021067176766210385)  2026-02-10T03:42Z [----] followers, [---] engagements


"@EquityBrian If so then $ACMR is the best way to play it"  
[X Link](https://x.com/valuedrift/status/2021078441299427348)  2026-02-10T04:27Z [----] followers, [---] engagements


"Got $2357:HK You have to hand it to Americans. They really dont seem to grasp what will happen to their strategic position in Asia when China decides it should double its military procurement pace to keep overmatch. Why are yall so eager for an arms race with the worlds largest producer You have to hand it to Americans. They really dont seem to grasp what will happen to their strategic position in Asia when China decides it should double its military procurement pace to keep overmatch. Why are yall so eager for an arms race with the worlds largest producer"  
[X Link](https://x.com/valuedrift/status/2021079339811627404)  2026-02-10T04:30Z [----] followers, [---] engagements


"Interesting that some consider Section [----] unsettled for Kalshi even with the CFTC regulation. Annoying. https://camusocpa.com/kalshi-tax-reporting/ https://camusocpa.com/kalshi-tax-reporting/"  
[X Link](https://x.com/valuedrift/status/2021101915459957138)  2026-02-10T06:00Z [----] followers, [---] engagements


"@S0376574390009 @ThatchEffendi Yes the trade and tariff wars"  
[X Link](https://x.com/valuedrift/status/2021354608694788596)  2026-02-10T22:44Z [----] followers, [---] engagements


"Don't fade me bro $1060:HK"  
[X Link](https://x.com/valuedrift/status/2021470139900887366)  2026-02-11T06:23Z [----] followers, [---] engagements


"@rajasark Probably in my retirement accounts I should literally just go to cash sometimes. No reason not to"  
[X Link](https://x.com/valuedrift/status/2021758822516502708)  2026-02-12T01:30Z [----] followers, [--] engagements


"Don't dilute me bro $MIAX"  
[X Link](https://x.com/valuedrift/status/1998789263778001198)  2025-12-10T16:17Z [----] followers, [---] engagements


"$AMN $BKD $CCRN $SNDA massive strength today. Aging and sick boomer superiority"  
[X Link](https://x.com/valuedrift/status/2017319756542660752)  2026-01-30T19:31Z [----] followers, [---] engagements


"And $AXON was.down Body cameras was a major demand by House and Senate Democrats for them to vote in favor of further funding for the Department of Homeland Security in addition to a prohibition on federal officers wearing masks and an end to roving patrols along with requiring warrants issued by Body cameras was a major demand by House and Senate Democrats for them to vote in favor of further funding for the Department of Homeland Security in addition to a prohibition on federal officers wearing masks and an end to roving patrols along with requiring warrants issued by"  
[X Link](https://x.com/valuedrift/status/2018609133331894392)  2026-02-03T08:54Z [----] followers, [---] engagements


"Methinks $DASH orders are doing to drop with negative wealth effect. The brutal reality of being an investor. [--] week difference https://t.co/GLixDUSxIU The brutal reality of being an investor. [--] week difference https://t.co/GLixDUSxIU"  
[X Link](https://x.com/valuedrift/status/2018932626602795287)  2026-02-04T06:20Z [----] followers, [---] engagements


"Tencent longs (not naming names) were very smug and arrogant thinking bears just didn't understand China. But they were the ones who didn't understand political economy. Same ones were those who laughed at Baidu longs as dumb. Now look at relative performance of those. China: "Speculation circulated that the VAT for gaming could jump from 6% to as high as 32%" https://t.co/4qlNM6lwOx China: "Speculation circulated that the VAT for gaming could jump from 6% to as high as 32%" https://t.co/4qlNM6lwOx"  
[X Link](https://x.com/valuedrift/status/2018938400250982526)  2026-02-04T06:43Z [----] followers, [---] engagements


"Or just buy $SATS and pay no commission Got an opportunity to invest in SpaceX + xAi 🌹 https://t.co/BGfOqb6FOB Got an opportunity to invest in SpaceX + xAi 🌹 https://t.co/BGfOqb6FOB"  
[X Link](https://x.com/valuedrift/status/2019502548462547374)  2026-02-05T20:05Z [----] followers, [---] engagements


"Classic $DJCO price action. Make new highs while software is selling off then dump like crazy on the recovery"  
[X Link](https://x.com/valuedrift/status/2020906941791469852)  2026-02-09T17:05Z [----] followers, [---] engagements


"ETFs that should exist but don't: Any good Japan ETF Asia semiconductor ETF 2x ACWI world ETF (don't give me that UCITS one.) 1.5x ACWI world ETF"  
[X Link](https://x.com/valuedrift/status/2021055433864249698)  2026-02-10T02:55Z [----] followers, [----] engagements


"If you were long $AMZN and short $COST this year you got carried out in pieces. Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x"  
[X Link](https://x.com/valuedrift/status/2021061845013103076)  2026-02-10T03:21Z [----] followers, [---] engagements


"What's with this $SATS microdip Faith in Elon destroyed"  
[X Link](https://x.com/valuedrift/status/2021609513405546788)  2026-02-11T15:37Z [----] followers, [---] engagements


"No desire to stack $SATS anymore Bought a bit more"  
[X Link](https://x.com/valuedrift/status/2021628379309781043)  2026-02-11T16:52Z [----] followers, [---] engagements


"Strong $MU and $SNDK price action seems obvious Hynix will catch up a bit"  
[X Link](https://x.com/valuedrift/status/2021634660963618871)  2026-02-11T17:17Z [----] followers, [---] engagements


"Buy the China microdip Indonesia Vietnam India China are the only red blots on the YTD interational ETF heat map @stockcharts https://t.co/Cat1b6LGHr Indonesia Vietnam India China are the only red blots on the YTD interational ETF heat map @stockcharts https://t.co/Cat1b6LGHr"  
[X Link](https://x.com/valuedrift/status/2021694071686017480)  2026-02-11T21:13Z [----] followers, [---] engagements


"@wazumi_cap Yes I should try. Very sad my previous talk with Anthropic didn't end up working out"  
[X Link](https://x.com/valuedrift/status/2021819712733426096)  2026-02-12T05:32Z [----] followers, [--] engagements


"It's actually crazy that $INVH stopped going down after Claude Opus [---] came out lol"  
[X Link](https://x.com/valuedrift/status/2022039357155336385)  2026-02-12T20:05Z [----] followers, [---] engagements


"So basically to benefit from Japanese net nets but to not have to trouble yourself with doing securities analysis options are: $JOF Hikari Tsushin $9435.T"  
[X Link](https://x.com/valuedrift/status/1949322323846393964)  2025-07-27T04:13Z [----] followers, [---] engagements


"In the political economy of the US right now profitless tech especially related in an way to AI is SAFER to highly profitable companies. That's because Trump will try to crack down on corporate profits to win the midterms yet thinks AI is national security"  
[X Link](https://x.com/valuedrift/status/2016402181650579540)  2026-01-28T06:45Z [----] followers, [---] engagements


"Therefore though long AI feels the most risky it's actually the most safe. Honestly kind of true for China too. The government went after $TCOM because unlike Baidu it's not making AI chips"  
[X Link](https://x.com/valuedrift/status/2016402668907118648)  2026-01-28T06:47Z [----] followers, [---] engagements


"Got $ASR Im in Cancun (for Phish obviously) and got a partial answer to the question I had asked on the show: If Canadian tourists are foregoing Vegas and other U.S. destinations where are they going According to a resort guy here Canadian bookings in Cancun have exploded under Im in Cancun (for Phish obviously) and got a partial answer to the question I had asked on the show: If Canadian tourists are foregoing Vegas and other U.S. destinations where are they going According to a resort guy here Canadian bookings in Cancun have exploded under"  
[X Link](https://x.com/valuedrift/status/2016616966778474705)  2026-01-28T20:58Z [----] followers, [---] engagements


"@B2Balzer I am certainly glad I didn't hold my $COST short into this year"  
[X Link](https://x.com/valuedrift/status/2018774026278318150)  2026-02-03T19:50Z [----] followers, [--] engagements


"Thesis: Long AVIC China 2357:HK. - Avionics for 1/2 of the current 5th Gen fighter duoply. And much cheaper than $LMT or $KDEF. - US pulling back from world hegemon. There will be more conflicts. 5th Gen fighters are table stakes for sovereignty China only alternative to $LMT"  
[X Link](https://x.com/valuedrift/status/2019297367716188420)  2026-02-05T06:29Z [----] followers, [---] engagements


"I will take the other side of that bet. $2357:HK Not convinced China's J-35 measures up to the real deal. https://t.co/Tf7jRg7Vgq Not convinced China's J-35 measures up to the real deal. https://t.co/Tf7jRg7Vgq"  
[X Link](https://x.com/valuedrift/status/2019610593469276604)  2026-02-06T03:14Z [----] followers, [---] engagements


"Oh. $ASR $CAAP Miami is crowded enough already. Nobody who calls Miami home even asked for it to become a tier [--] finance hub financial capital or whatever its good the way it is. Miami is crowded enough already. Nobody who calls Miami home even asked for it to become a tier [--] finance hub financial capital or whatever its good the way it is"  
[X Link](https://x.com/valuedrift/status/2019893634540474402)  2026-02-06T21:59Z [----] followers, [---] engagements


"The bigger these the bigger $2357:HK revenues must be in response. SCOOP China warns US that planned new arms sales package for Taiwan could threaten Trump visit to Beijjng. US developing package that could reach as much as $20bn. Patriot missiles surface-air missiles & other systems in big package. #USChinaScoop https://t.co/Uo6VzTnWno SCOOP China warns US that planned new arms sales package for Taiwan could threaten Trump visit to Beijjng. US developing package that could reach as much as $20bn. Patriot missiles surface-air missiles & other systems in big package. #USChinaScoop"  
[X Link](https://x.com/valuedrift/status/2020006397690408985)  2026-02-07T05:27Z [----] followers, [---] engagements


"Funny how $GOOG has gone nowhere since last November when FinTwit started glazing it after the run up. Still it should be a good buy long term just may take forever to work out all the weak buyers"  
[X Link](https://x.com/valuedrift/status/2021253501989351775)  2026-02-10T16:02Z [----] followers, [---] engagements


"@taobanker Now look at Sunday night prices on individual stocks"  
[X Link](https://x.com/valuedrift/status/2021256441370411080)  2026-02-10T16:14Z [----] followers, [---] engagements


"@Kalshi @grok What is this number usually"  
[X Link](https://x.com/valuedrift/status/2021312991136784878)  2026-02-10T19:59Z [----] followers, [---] engagements


"My strategy plan"  
[X Link](https://x.com/valuedrift/status/2021633751806357708)  2026-02-11T17:13Z [----] followers, [---] engagements


"Lol I was very wrong about the hyperscaler sideways price action being "the pause that refreshes". Maybe they could recover from a failed breakdown from this selloff though"  
[X Link](https://x.com/valuedrift/status/2021638753413214338)  2026-02-11T17:33Z [----] followers, [---] engagements


"And that's why they will be. Long memory. When blue collar workers get automated they organize unions and march in picket lines When white collar workers get automated they write essays on X When blue collar workers get automated they organize unions and march in picket lines When white collar workers get automated they write essays on X"  
[X Link](https://x.com/valuedrift/status/2021648253700518262)  2026-02-11T18:11Z [----] followers, [---] engagements


"Buy all the stocks I own or be priced out forever"  
[X Link](https://x.com/valuedrift/status/2021687057693778321)  2026-02-11T20:45Z [----] followers, [---] engagements


"@origoinvest @Blinklebloop @zephyr_z9 You torture me by talking about this before Interactive Brokers availability"  
[X Link](https://x.com/valuedrift/status/2021819960197361767)  2026-02-12T05:33Z [----] followers, [--] engagements


"@sippingitreal I look at my street and both house prices and incomes are far above averages and most are still depending on W-2 income coming in mostly from a big corporation job. And 100% of recent buyers were"  
[X Link](https://x.com/valuedrift/status/2022022529746157810)  2026-02-12T18:58Z [----] followers, [--] engagements


"Have you heard the tragedy of $TCOM longs. China Domestic Travel Hits [----] Billion Trips in [----] Spending Rises 9.5% In [----] domestic travel reached [-----] billion trips up [---] million or 16.2% year-on-year with [-----] billion trips by urban residents (+14.3%) and [-----] billion by rural residents (+22.6%) according https://t.co/l3CAuskAet China Domestic Travel Hits [----] Billion Trips in [----] Spending Rises 9.5% In [----] domestic travel reached [-----] billion trips up [---] million or 16.2% year-on-year with [-----] billion trips by urban residents (+14.3%) and [-----] billion by rural residents"  
[X Link](https://x.com/valuedrift/status/2015707095350530289)  2026-01-26T08:43Z [----] followers, [---] engagements


"$ACMR red here is insane. Stepping in and buying more"  
[X Link](https://x.com/valuedrift/status/2018763701101510781)  2026-02-03T19:09Z [----] followers, [---] engagements


"They will try and that's what's important. $ACMR both benefits from Hynix and is a Hynix hedge. @jukan05 @grok will the Chinese replace Koreans as memory kings or not based on this post @jukan05 @grok will the Chinese replace Koreans as memory kings or not based on this post"  
[X Link](https://x.com/valuedrift/status/2019176050618712165)  2026-02-04T22:27Z [----] followers, [---] engagements


"Got $ACMR POV finding out Rubicon59 is in the same trade. https://t.co/ZR2E3QhYel POV finding out Rubicon59 is in the same trade. https://t.co/ZR2E3QhYel"  
[X Link](https://x.com/valuedrift/status/2020607645452062852)  2026-02-08T21:16Z [----] followers, [----] engagements


"It's surprising Hikari Tsushin is still trading only at the upper end of its long range. The eventual breakout should be extremely powerful. (And please someone tell me if it's a PFIC or not lol.) $9435:JP"  
[X Link](https://x.com/valuedrift/status/2021060267778683375)  2026-02-10T03:14Z [----] followers, [---] engagements


"Got $ACMR 🛑 Shanghai boosts chip fund 11-fold under Chinas self-sufficiency drive - scmp 🛑 Shanghai boosts chip fund 11-fold under Chinas self-sufficiency drive - scmp"  
[X Link](https://x.com/valuedrift/status/2021248430908023213)  2026-02-10T15:42Z [----] followers, [---] engagements


"WTF lol. BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k) https://t.co/fq2Xq4cCYq BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k) https://t.co/fq2Xq4cCYq"  
[X Link](https://x.com/valuedrift/status/2021462905414353067)  2026-02-11T05:54Z [----] followers, [---] engagements


"On the one hand you can't vibe code a standardized video calling app. Oh the other hand AI agents that replace laid off workers don't need to video call. $ZM"  
[X Link](https://x.com/valuedrift/status/2021629698359668757)  2026-02-11T16:57Z [----] followers, [---] engagements


"@AltayCapital @orrdavid @ACapitalLP Actually it does show how investors in bad stocks are dumber than investors in stocks that work. $VNET investors bought it right away when Seedance [--] came out"  
[X Link](https://x.com/valuedrift/status/2021700096317124670)  2026-02-11T21:37Z [----] followers, [---] engagements


"Nice $ACMR TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP"  
[X Link](https://x.com/valuedrift/status/2021725861960142950)  2026-02-11T23:19Z [----] followers, [---] engagements


"@rajasark Yes that's why my best hedge is actual second passport and possiblity of leaving. Well maybe in that situation Bitcoin could be useful too"  
[X Link](https://x.com/valuedrift/status/2021779087921230196)  2026-02-12T02:51Z [----] followers, [--] engagements


"$GEO $PLTR 🚨 WHITE HOUSE OFFICIAL AFTER TRUMP SHARES RACIST VIDEO ON OBAMAS: A WHITE HOUSE STAFFER ERRONEOUSLY MADE THE POST IT HAS BEEN TAKEN DOWN 🚨 WHITE HOUSE OFFICIAL AFTER TRUMP SHARES RACIST VIDEO ON OBAMAS: A WHITE HOUSE STAFFER ERRONEOUSLY MADE THE POST IT HAS BEEN TAKEN DOWN"  
[X Link](https://x.com/valuedrift/status/2019840736095809981)  2026-02-06T18:28Z [----] followers, [---] engagements


"Got short $GEO Future historians will mark Jake Pauls meltdown over Bad Bunny as the moment the left officially won the culture war. https://t.co/MssVNs7PUp Future historians will mark Jake Pauls meltdown over Bad Bunny as the moment the left officially won the culture war. https://t.co/MssVNs7PUp"  
[X Link](https://x.com/valuedrift/status/2020935197521477673)  2026-02-09T18:57Z [----] followers, [---] engagements


"Long Damai is avenging a portion of my losses on long $TCOM"  
[X Link](https://x.com/valuedrift/status/2021063203325870573)  2026-02-10T03:26Z [----] followers, [---] engagements


"Long $ACMR. Long as long as this truce continues. If it breaks I sell even if it's huge down. Last week senior @USTreasury staff visited China to strengthen channels of communication and advance the dialogue between our nations. During their visit our teams discussed preparation for the next high-level meeting on U.S.-China trade between myself and Vice Premier He Last week senior @USTreasury staff visited China to strengthen channels of communication and advance the dialogue between our nations. During their visit our teams discussed preparation for the next high-level meeting on U.S.-China"  
[X Link](https://x.com/valuedrift/status/2021075987895812403)  2026-02-10T04:17Z [----] followers, [---] engagements


"Inverse Cramer kind of market in the short term. $GOOG"  
[X Link](https://x.com/valuedrift/status/2021241608633508034)  2026-02-10T15:15Z [----] followers, [---] engagements


"Wow $KSPI gone nowhere for [--] years"  
[X Link](https://x.com/valuedrift/status/2021319506635948274)  2026-02-10T20:24Z [----] followers, [----] engagements


"Don't fade me bro $ZM"  
[X Link](https://x.com/valuedrift/status/2021625339441758512)  2026-02-11T16:40Z [----] followers, [---] engagements


"$BIDU down YTD seems wrong"  
[X Link](https://x.com/valuedrift/status/2021640793287700718)  2026-02-11T17:41Z [----] followers, [---] engagements

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