# ![@woofigans Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1250865164687233025.png) @woofigans Woofigans

Woofigans posts on X about $asan, $team, ai, $crwv the most. They currently have [--] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1250865164687233025/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250865164687233025/c:line/m:interactions.svg)

- [--] Week [---] +41%
- [--] Month [---] -99%
- [--] Months [------] +594%
- [--] Year [-------] +1,935%

### Mentions: [--] [#](/creator/twitter::1250865164687233025/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250865164687233025/c:line/m:posts_active.svg)

- [--] Week [--] +400%
- [--] Month [--] -50%
- [--] Months [---] +34%
- [--] Year [---] +288%

### Followers: [--] [#](/creator/twitter::1250865164687233025/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250865164687233025/c:line/m:followers.svg)

- [--] Week [--] no change
- [--] Month [--] +1.40%
- [--] Months [--] +7.10%
- [--] Year [--] +34%

### CreatorRank: undefined [#](/creator/twitter::1250865164687233025/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1250865164687233025/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  54% [finance](/list/finance)  14% [technology brands](/list/technology-brands)  11% [countries](/list/countries)  8% [automotive brands](/list/automotive-brands)  4% [fashion brands](/list/fashion-brands)  2% [cryptocurrencies](/list/cryptocurrencies)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$asan](/topic/$asan) #32, [$team](/topic/$team) 23%, [ai](/topic/ai) 13%, [$crwv](/topic/$crwv) 10%, [$nvda](/topic/$nvda) 7%, [china](/topic/china) 5%, [token](/topic/token) 4%, [$amzn](/topic/$amzn) #1246, [nvda](/topic/nvda) 3%, [watch](/topic/watch) 3%

**Top accounts mentioned or mentioned by**
[@moskov](/creator/undefined) [@pokemonetf](/creator/undefined) [@celestinerizathe350millionsecretthatmadeamazon30billiondf63ecbee711](/creator/undefined) [@orrdavid](/creator/undefined) [@martinshkreli](/creator/undefined) [@cjhandmer](/creator/undefined) [@claudeai](/creator/undefined) [@terraformindies](/creator/undefined)

**Top assets mentioned**
[Asana, Inc. (ASAN)](/topic/$asan) [Atlassian Corporation PLC (TEAM)](/topic/$team) [CoreWeave, Inc (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Carvana Co. (CVNA)](/topic/$cvna) [VF Corp (VFC)](/topic/$vfc) [IonQ, Inc. (IONQ)](/topic/$ionq) [4 (FOUR)](/topic/$four) [monday.com Ltd. (MNDY)](/topic/$mndy) [Vertex, Inc. (VERX)](/topic/$verx) [Okta Inc (OKTA)](/topic/$okta) [International Flavors & Fragrances Inc (IFF)](/topic/$iff) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Block, Inc. (XYZ)](/topic/$xyz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MNDY $FOUR $VERX $OKTA Rev moving higher / EV/REV in the shitter"  
[X Link](https://x.com/woofigans/status/2002490254176215260)  2025-12-20T21:24Z [--] followers, [---] engagements


"Big Tech CEO Transactions: $NVDA $GOOG $AAPL $META *others same The mom in indiana adding to her 401K ain't got no idea what a GPU is / she got no idea 40% of her $ is going into a few tech names The CEO's understand that their valuations are mispriced due to indexation"  
[X Link](https://x.com/anyuser/status/2003964026473304320)  2025-12-24T23:00Z [--] followers, [---] engagements


"$PDD vs $AMZN (REV + EV/REV) difference is clear https://investor.pddholdings.com/ https://investor.pddholdings.com/"  
[X Link](https://x.com/anyuser/status/2004323940681109865)  2025-12-25T22:50Z [--] followers, [---] engagements


"$ASAN 1/10 value score / AVOID"  
[X Link](https://x.com/anyuser/status/2008180709396283771)  2026-01-05T14:16Z [--] followers, [---] engagements


"Minute 56:30 on - "Driving Force Is Data" - Asana will make the LLM's that are ultimately limited function better with in the enterprise https://www.youtube.com/watchv=vlTYj9KNNZk&t=2968s https://www.youtube.com/watchv=vlTYj9KNNZk&t=2968s"  
[X Link](https://x.com/anyuser/status/2010151321249239443)  2026-01-11T00:46Z [--] followers, [--] engagements


"Terraform Industries/Casey Handmer #genius Must read paper Looked this up when I realized price for [---] watt panel from China now $50 bucks (pre TARIFF) China energy slope must continue if solar swallows 100% & huge implications for energy stks/sector https://caseyhandmer.wordpress.com/2025/12/08/energy-predictions-2025/ https://caseyhandmer.wordpress.com/2025/12/08/energy-predictions-2025/"  
[X Link](https://x.com/anyuser/status/2010589585437560973)  2026-01-12T05:48Z [--] followers, [--] engagements


"Casey (Terraform Ind) knows pv and battery cost collapsing and so does $AMZN see attached - Casey and Bezos you need anymore confirmation this is the path"  
[X Link](https://x.com/anyuser/status/2010597182186131873)  2026-01-12T06:18Z [--] followers, [--] engagements


"$ASAN Mar. EPS release if revenue up not sure it really matters - all that will matter is if the revenue mix starts to shift from seat rev to ai token usage (outcome pricing) Dustin understands this but market doesnt care / $TEAM and jira fkd regardless"  
[X Link](https://x.com/anyuser/status/2019932968173859223)  2026-02-07T00:35Z [--] followers, [---] engagements


"$ASAN Of note from above: - Deflationary economics on cogs (this applies to AI tokens same as historically it has applied to cloud storage) Asana cogs is AI tokens - Core vs. Context - Consumer to enterprise pivot for BOX (same happened at Asana) https://www.youtube.com/watchv=uqc_vt95GJg&t=404s https://www.youtube.com/watchv=uqc_vt95GJg&t=404s"  
[X Link](https://x.com/woofigans/status/1968021743752319092)  2025-09-16T18:38Z [--] followers, [---] engagements


"$ASAN "people are going to pay for the software that sits on top of the AI Tokens" - Aaron "your raw material is going to get cheaper" Aaron *refering to AI Token COGS cost Minute 19:30 on / this is very well explained https://youtu.be/uqc_vt95GJgsi=HEDgWv6A3sdxALtA https://youtu.be/uqc_vt95GJgsi=HEDgWv6A3sdxALtA"  
[X Link](https://x.com/woofigans/status/1968253350379684003)  2025-09-17T09:59Z [--] followers, [---] engagements


"$ASAN Q: Why would Dustin not sell Asana to Anthropic -Haveing flexibility of model input into ASANA is powerful choice/flexibility -COGS AI Tokens will constantly have deflationary pricing -Don't know which model (input) is best pr. vs perf. https://claude.com/customers/asana https://claude.com/customers/asana"  
[X Link](https://x.com/woofigans/status/1968256982521164118)  2025-09-17T10:13Z [--] followers, [---] engagements


"$ASAN Market pricing ASANA as an old software sass company while embeded inside is an AI application layer company. The two big negatives is the CFO and woke work environment. https://www.youtube.com/watchv=RNJCfif1dPY https://www.youtube.com/watchv=RNJCfif1dPY"  
[X Link](https://x.com/woofigans/status/1968258468823142844)  2025-09-17T10:19Z [--] followers, [---] engagements


"$ASAN Switching cost for what LLM model you are using is low. This is good for applicatoin layer software seller and bad for the LLM competitive landscape"  
[X Link](https://x.com/woofigans/status/1968266714329776588)  2025-09-17T10:52Z [--] followers, [---] engagements


"Community Note: Dustins 10b5-1 ends no later then Sep-25 a) We should expect to see NO MORE open market purchases by DM. b) If he re-up's his 10b5-1 to a new plan I would expect a $1-$3 gap up in the stock that day (doubt options are priced for that) *We gots ser. inv. fatigue"  
[X Link](https://x.com/woofigans/status/1970145629986025677)  2025-09-22T15:18Z [--] followers, [--] engagements


"$asan @moskov if by some miracle you see this your CFO is a disaster 1)she doesn't understand what you have created 2)she clearly is 100% about mimetic mirroring evidenced by her "huge" Chistian Dior bag at her inv. presentation in NY & 3)her selling of stock a full disgrace"  
[X Link](https://x.com/woofigans/status/1970973766978347150)  2025-09-24T22:08Z [--] followers, [---] engagements


"$asan @moskov ASANA CFO is tone deaf and closed minded - sad Especially the amazing product Mosk. spent a large part of his life building"  
[X Link](https://x.com/woofigans/status/1970974049955348853)  2025-09-24T22:10Z [--] followers, [---] engagements


"Minute [--] on: Encumbent / Application Layer / Token monetization on top of traditional sass model aka DUSTY LAND and he knows this https://www.youtube.com/watchv=8-yb87UDjvY https://www.youtube.com/watchv=8-yb87UDjvY"  
[X Link](https://x.com/woofigans/status/1971118679866880277)  2025-09-25T07:44Z [--] followers, [--] engagements


"$CVNA selling looks alot like $TEAM selling. $TEAM short probably safer but who the hell knows anymore not sure any bears are left alive between meme stocks and SPX daily inflows (and add that no one wants to sell their winners and pay taxes either)"  
[X Link](https://x.com/woofigans/status/1974205422899798159)  2025-10-03T20:10Z [--] followers, [---] engagements


"$TEAM Hold your HORSES neeeeigh What is Scott Belsky thinking havent't see a buy before"  
[X Link](https://x.com/woofigans/status/1974206381038219322)  2025-10-03T20:14Z [--] followers, [---] engagements


"@pokemonetf Yes AI studio can create tasks Yes it can read incoming emails sort them by task and respond to a complete function. We have it read incoming quote requests and if someone wants an engineering survey AI Studio sends out our stripe payment link and knows when pmt is made"  
[X Link](https://x.com/woofigans/status/1975743708898156874)  2025-10-08T02:03Z [--] followers, [--] engagements


"When fidelity wont let you short SMH (semi index) we must be in 8th inning of the up move / buy put spreads - woof"  
[X Link](https://x.com/woofigans/status/1977823066823725408)  2025-10-13T19:45Z [--] followers, [--] engagements


"$CRWV Magnetar Capital [----] / AI - printing it again walking away with dump trucks of cash - i guess more power to them"  
[X Link](https://x.com/woofigans/status/1977940509432701295)  2025-10-14T03:32Z [--] followers, [---] engagements


"$CRWV going to back poolside / because everyone wants to be "poolside" Who doesn't want to be poolside ask yourself that Distracted by the news back to regularly scheduled ASANA programing :) https://poolside.ai/ https://www.theinformation.com/briefings/exclusive-poolside-talks-coreweave-backer-magnetar-new-funding https://poolside.ai/ https://www.theinformation.com/briefings/exclusive-poolside-talks-coreweave-backer-magnetar-new-funding"  
[X Link](https://x.com/woofigans/status/1978712174743740773)  2025-10-16T06:38Z [--] followers, [--] engagements


"$CRWV vs Perplexity AI: which is the winner *Photo head to head - Shoe's often tell the truth - $139.25/shr - $69B Market Cap) Give me more GPU's"  
[X Link](https://x.com/woofigans/status/1978716122657464446)  2025-10-16T06:54Z [--] followers, [--] engagements


"MNDY Sun. Perspective (same business) 6/23Q Mrkt Cap Aprox 48.2m shrs x $171.22 $8.25B Cur. Qtr Rev x [--] (175.6m x 4) $702m MC/Q Sales x 4=11.76x 6/22Q Mrkt Cap Aprox 45.07m shrs x $108.79 $4903B Cur. Qtr Rev x [--] (123.7m x 4) $494.8m MC/Q Sales x [--] =9.9x"  
[X Link](https://x.com/woofigans/status/1701110079557099595)  2023-09-11T05:47Z [--] followers, [--] engagements


"$ASAN AI Grok AI is better response re: current event questions (why: X DATASET) - Gavin Baker Asan AI is better for ASANA and its users (why: Individual biz DATASET) The ROI bump for Asana customers is VERY REAL & that will translate into A STICKY CRACK ADDICTED BIZ for $ASNA"  
[X Link](https://x.com/woofigans/status/1865827180124447178)  2024-12-08T18:33Z [--] followers, [---] engagements


"46055195 at average $32.74 $1.508B & down $817M a) Sells it at $30 b) Stock becomes a monster c) Market heads south and the other PM multiples come in to 4x EV/REV"  
[X Link](https://x.com/woofigans/status/1910511045350678733)  2025-04-11T01:51Z [--] followers, [--] engagements


"$asna Even if wrong feels like there is a good chance that at least for a moment in time asana will look like a surprise AI beneficiary - if and when u get a new revenue line growing on some quarterly filing over next 4-5 quarters I used to hope for cash flow breakeven"  
[X Link](https://x.com/woofigans/status/1921339535436251298)  2025-05-10T23:00Z [--] followers, [--] engagements


"Based on todays filing est only Dusty bought 38% of his 58% position in open market (avg price of $31.17) he is down $868m PL we will look back & he won't be down $868m on his purchases at some point. Think FB/meta puking before mobile wave / sass puke ahead of AI token wave"  
[X Link](https://x.com/woofigans/status/1956602084876276098)  2025-08-16T06:21Z [--] followers, [--] engagements


"$ASAN up Definitely no thanks to the CFO maybe as Druck says "stock leads news" or just another endless investor fatigue head fake in a never ending chain of DOWN Even I am tired. Champions don't whine or complain - just move forward"  
[X Link](https://x.com/woofigans/status/1975271113316835368)  2025-10-06T18:45Z [--] followers, [---] engagements


"Back to regularly scheduled programing / $TEAM selling"  
[X Link](https://x.com/woofigans/status/1975304609033036195)  2025-10-06T20:58Z [--] followers, [---] engagements


"$TEAM is Fkd the C suite knows it. Cursor Claude Code Windsurf & Codex (in it's three forms) will hurt if not mortally mame Atlasian. The is will VECTAL (AI First project mgt software) kill $ASAN. Potentially less so because scalability and secuirty issues for enterprises"  
[X Link](https://x.com/woofigans/status/1975626637367787746)  2025-10-07T18:17Z [--] followers, [---] engagements


"$ASAN Dust. $1.5B @$30 is there anything else to say Company stk buyback Seat model to zero or rev ai significant move higher Either way CFO: she is an idiot taken by mimetic mirroring"  
[X Link](https://x.com/woofigans/status/1976040753882394968)  2025-10-08T21:43Z [--] followers, [---] engagements


"$TEAM Automatic selling continues does not matter the price / they know"  
[X Link](https://x.com/woofigans/status/1976681450322932027)  2025-10-10T16:09Z [--] followers, [---] engagements


"$ASAN whats interesting of all the buyers according to WHALEWISDOM not [--] even has a double digit basis point position as a percentage of their total portfolio in ASANA. Same for all the sellers except PARDICE which puked its position to [--] #INVESTORFATIGUE is no joke"  
[X Link](https://x.com/woofigans/status/1977891126594973722)  2025-10-14T00:16Z [--] followers, [---] engagements


"If your losing money long $TEAM don't worry their F1 team trucker hats are on sale. You can see Mik Cannon-Brookes wearing the hat (all be in in the royal blue) https://www.youtube.com/watchv=JEqzQ1UweEg https://www.youtube.com/watchv=JEqzQ1UweEg"  
[X Link](https://x.com/woofigans/status/1977928254267834787)  2025-10-14T02:43Z [--] followers, [---] engagements


"$TEAM selling at $250 ok selling at $145 yep - never stop"  
[X Link](https://x.com/woofigans/status/1977939508382388712)  2025-10-14T03:28Z [--] followers, [---] engagements


"$TEAM VALUES FROM FILING"  
[X Link](https://x.com/woofigans/status/1978562678416085429)  2025-10-15T20:44Z [--] followers, [--] engagements


"$CRWV Brian Venturo - watch the video - guy feels like a HF guy not a tech guy. How does this end well "tactical vs strategic" - huh"  
[X Link](https://x.com/woofigans/status/1978710918797091148)  2025-10-16T06:33Z [--] followers, [--] engagements


"$TEAM sell rabit hat boy"  
[X Link](https://x.com/woofigans/status/1978903354605490550)  2025-10-16T19:18Z [--] followers, [---] engagements


"$ASAN $TEAM EV/TTM REV Let the Atlasian daily dumping continue"  
[X Link](https://x.com/woofigans/status/1979317461502833003)  2025-10-17T22:43Z [--] followers, [---] engagements


"$asan Min. 1:08 1of2 The first implementations of agent is a world w/ AI+HUMAN INTEGRATION this is exactly what Dusty believes and how AI studio will work / 80% AI 20% Human. Our co. pmt links and data extraction from incoming email is already functioning this way. See post:"  
[X Link](https://x.com/woofigans/status/1979559223378796595)  2025-10-18T14:44Z [--] followers, [---] engagements


"$TEAM sell down to zero holding then immediately reload - it will not stop"  
[X Link](https://x.com/woofigans/status/1979582459198177352)  2025-10-18T16:16Z [--] followers, [---] engagements


"$NVDA I do realize that 1.6B over his 160B net worth is 1% - its the directional change"  
[X Link](https://x.com/woofigans/status/1979706166193356912)  2025-10-19T00:28Z [--] followers, [--] engagements


"$CRWV / $NVDA Pay less attention to what men say. Just watch what they do. Dale Carnegie Asside from Jensen (CEO NVDA) $1.6B recent stock dump here is $3.052B Magnetar* dump. *The [----] CDO Mortgage boys Look at actions not announcements. Congrats to them"  
[X Link](https://x.com/woofigans/status/1979982336881041468)  2025-10-19T18:45Z [--] followers, [---] engagements


"$CRWV nice work Brian you got off $245.9M personally"  
[X Link](https://x.com/woofigans/status/1979985553509531929)  2025-10-19T18:58Z [--] followers, [---] engagements


"$CRWV McBEE nice work you got $443.5M off"  
[X Link](https://x.com/woofigans/status/1979986199117709334)  2025-10-19T19:01Z [--] followers, [--] engagements


"$CRWV Kristen obviously gets less cause shes a girl / still ok at $51.2M"  
[X Link](https://x.com/woofigans/status/1979986721526739036)  2025-10-19T19:03Z [--] followers, [---] engagements


"$CRWV CEO Intrator runnig light on his sales at $108.7M"  
[X Link](https://x.com/woofigans/status/1979987265838293357)  2025-10-19T19:05Z [--] followers, [---] engagements


"$CRWV maybe they are waiting for the complete dump for entry into SP500 but maybe because they don't have the positive earnings criteria met they are selling some now also not sure if market stays here just to be safe yes lets dump some"  
[X Link](https://x.com/woofigans/status/1979988134260539565)  2025-10-19T19:08Z [--] followers, [---] engagements


"Dusty an Anthropic board observer and early investor in OPEN AI both labs are using Asana internally on top of their models for their teams. You would think Asana market cap of 3.8B could be higher - just a thought"  
[X Link](https://x.com/woofigans/status/1980327723097878824)  2025-10-20T17:38Z [--] followers, [---] engagements


"$TEAM I believe the JIRA % of rev. is high and if so that is the item under direct attack and that is the underlying reason the two founders dump every day they know this to their core"  
[X Link](https://x.com/woofigans/status/1981439807264866740)  2025-10-23T19:17Z [--] followers, [---] engagements


"$TEAM CFO gone after a [--] year tenure Normally stock would not like that. Buying back stock portrayed as returning capital to investors I think more an attempt to reduce the share dillution coming from employee comp. (tomatoe vs. tomato)"  
[X Link](https://x.com/woofigans/status/1984097593451016577)  2025-10-31T03:18Z [--] followers, [---] engagements


"$TEAM $351M STOCK BASED COMP - insider founders selling never stops and stock base comp wont stop increasing"  
[X Link](https://x.com/woofigans/status/1984104886053826814)  2025-10-31T03:47Z [--] followers, [---] engagements


"$VFC Worth looking at: - brand name business (North Face heard of it) - severe investor fatigue with long term negative total return"  
[X Link](https://x.com/woofigans/status/1984714058503696867)  2025-11-01T20:08Z [--] followers, [---] engagements


"$TEAM 1) team work graph copy of asana work graph it isnt the same 2) buying browser company copy of COMET it isnt the same 3) Not sure video conferencing is AI but hey 4) Mike doesn't see $TEAM as his main life achievement I get it as executives flee he hands out stock comp"  
[X Link](https://x.com/woofigans/status/1984976155175272786)  2025-11-02T13:29Z [--] followers, [---] engagements


"$AMZN Long 2.6T $NVDA Short $4.92T EV/REV for both attached https://medium.com/@celestineriza/the-350-million-secret-that-made-amazon-30-billion-df63ecbee711 https://medium.com/@celestineriza/the-350-million-secret-that-made-amazon-30-billion-df63ecbee711"  
[X Link](https://x.com/woofigans/status/1985145542985597281)  2025-11-03T00:42Z [--] followers, [---] engagements


"$PLTR: I like(d) the co. & what they do & have been doing super smart people. Never bought or sold the stock. A FUCKING DISGRACE - pounding table bull @$200 on bubble tv. Then look at his actions & at what price. https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.html https://www.cnbc.com/2025/11/04/karp-big-short-burry-palantir-nvidia.html"  
[X Link](https://x.com/woofigans/status/1985852036236136532)  2025-11-04T23:29Z [--] followers, [---] engagements


"$TEAM last [--] acquisitions over the past [--] years $ASAN organic growth only / internal focus only"  
[X Link](https://x.com/woofigans/status/1986308675254866123)  2025-11-06T05:44Z [--] followers, [---] engagements


"$TEAM Stock Base Compensation Last [--] quarters $ASAN Stock Based Compensation Last [--] quarters"  
[X Link](https://x.com/woofigans/status/1986309681875222664)  2025-11-06T05:48Z [--] followers, [---] engagements


"$NVDA / $GOOG EV/REV Gavin Barker "Google clear leader in AI" Landscape of AI: GOOG - TPU Chips AMZN - Own's Annapurna Labs (Chips) ANTHROPIC - (capitve to GOOG and AMZN) Perplexity - Browser Attack on GOOG Chips OPEN AI - aligned with NVDA (but AMD too) CRWV vomit"  
[X Link](https://x.com/woofigans/status/1986319289520169324)  2025-11-06T06:26Z [--] followers, [--] engagements


"Some people understanding accounting and some do math - some don't - amazing to be here again"  
[X Link](https://x.com/woofigans/status/1991664149269737846)  2025-11-21T00:25Z [--] followers, [--] engagements


"Separating signal from noise - it a teachable skill. Largest insider open market purchase(s) probably in history is signal not noise - stay the course. https://youtu.be/hTBFzJDiWscsi=kNApwgglFokXl3PW https://youtu.be/hTBFzJDiWscsi=kNApwgglFokXl3PW"  
[X Link](https://x.com/woofigans/status/1994653318967431182)  2025-11-29T06:23Z [--] followers, [--] engagements


"Gas Turbines - need break down of Mitsubishi power as percent of Mitsubishi heavy ind. (rev)"  
[X Link](https://x.com/woofigans/status/1994997931347214658)  2025-11-30T05:12Z [--] followers, [--] engagements


"$TEAM Stock based compensation by year for last decade note the outstanding growth rate. Side by Side the GOAT comment on SBC / now look at the C-Suite selling quite agresive to say the least :)"  
[X Link](https://x.com/woofigans/status/1995355488658329713)  2025-12-01T04:53Z [--] followers, [---] engagements


"$ASAN Last three year SBC growth much more subdued then $TEAM but still too high - D"  
[X Link](https://x.com/woofigans/status/1995356311064601056)  2025-12-01T04:56Z [--] followers, [---] engagements


"$TEAM Just last two weeks of selling. JIRA has to be under sever fire which is core product for them. $ASAN No idex representation no one cares but interestingly ASANA didn't break out AI token use this Q but rev. surprisingly looked ok"  
[X Link](https://x.com/woofigans/status/1995981325648499080)  2025-12-02T22:20Z [--] followers, [---] engagements


"@orrdavid Correct somehow hard to imagine the U.S. controlling a down slide in the same way the Japanese did. The U.S. is far less detail oriented than Japan. Really the $6-$7T U.S. covid injection may have been the last successful "reality" prevention move / handled by the U.S Govt"  
[X Link](https://x.com/woofigans/status/1997842795500019918)  2025-12-08T01:36Z [--] followers, [--] engagements


"$CVNA Ernest III probably happy to sell more in after market"  
[X Link](https://x.com/woofigans/status/1998173940863344980)  2025-12-08T23:32Z [--] followers, [---] engagements


"$TEAM Analyst says 50% updside Perplexity AI question: Who is fkd from Claude Code Codex Windsurf Cursor Answer: TEAM AI or Analyst"  
[X Link](https://x.com/woofigans/status/1998672807140512011)  2025-12-10T08:35Z [--] followers, [---] engagements


"Total Justin Sales $ASAN including yesterdays [------] block:"  
[X Link](https://x.com/woofigans/status/1998994144921059752)  2025-12-11T05:51Z [--] followers, [---] engagements


"$ASAN out of the top [--] largest holders of Asana stock per attached. Only [--] holder has a 10bp port. position (exposure) most not even 1bp. There is zero inst. representation or interest in the name. At same time possibly largest open market purchases ever"  
[X Link](https://x.com/woofigans/status/1998998911059456051)  2025-12-11T06:10Z [--] followers, [---] engagements


"$TEAM Are the two founders going to really be able to sell their $15B in stock at $2.5M a day They will have to sell daily for approximately [--] years (assuming [---] trading days) to get rid of it all"  
[X Link](https://x.com/woofigans/status/1999046407919923416)  2025-12-11T09:19Z [--] followers, [---] engagements


"Another problem of the take over of pasive/indexation the three big boys own 30% of public companies and they are not making voting descions and CEO's know it Must watch: https://www.youtube.com/watchv=EcAJWjdew9k&t=16s https://www.youtube.com/watchv=EcAJWjdew9k&t=16s"  
[X Link](https://x.com/woofigans/status/1999652186020806710)  2025-12-13T01:26Z [--] followers, [--] engagements


"$MOH Casandra pick / seems similar to LULU all time low EV/Rev"  
[X Link](https://x.com/woofigans/status/2001870966209777932)  2025-12-19T04:23Z [--] followers, [--] engagements


"Asana chanel is single digit most competitors are 40+ (eg. xmart partner for south america) Barclays Conf. Asana CFO Sonalee"  
[X Link](https://x.com/woofigans/status/2002431146689531929)  2025-12-20T17:29Z [--] followers, [--] engagements


"$XYZ looks cheap but want insider(s) buying"  
[X Link](https://x.com/woofigans/status/2002871879934079206)  2025-12-21T22:40Z [--] followers, [----] engagements


""We are ready to work" - UAW BYD (CHINA) Factory vs. Stelantis/Chrysler (U.S.) Factory Bonus: UAW union workers explaining their members are ready in Detroit ok 24h w/o food in dark You tell me who already won Sad that American's (me being one) don't already understand"  
[X Link](https://x.com/woofigans/status/2003202385003561158)  2025-12-22T20:34Z [--] followers, [--] engagements


"Paul sells his $LOAR and buys $BLDR hmm. Check the automated robotic line at BLDR - scroll down and watch the video Interesting https://www.bldr.com/ https://www.bldr.com/"  
[X Link](https://x.com/woofigans/status/1953728848735969702)  2025-08-08T08:03Z [--] followers, [---] engagements


"$ASAN Dusty 10b5-1 plan ends Sept 2025: 13.5m shares at an avg of $15 would be only $202M on most recent buys Total he is upto looks like $1.582B purchased with an $820M mark to market loss *does not include all his founders shares the above is just open market transactions"  
[X Link](https://x.com/woofigans/status/1962002152513044758)  2025-08-31T03:59Z [--] followers, [---] engagements


"$NVDA 1) Huang Jen Hsun sells $1.6B 2) Invests in CRWV does deals both circle and sale lease back 3) #1 in SP500 so getting all stock inflows pumping directly into his stock *SMH put spreads $300p/$200p '28 hard to see them hurting your portfolio"  
[X Link](https://x.com/woofigans/status/1979703809778835664)  2025-10-19T00:19Z [--] followers, [---] engagements


"$ASANA's largest customer Amazon their [--] year $100M+ deal: and looky looky: Amazon cutting edge of robots in warehouses Amazon cutting edge of AI enhanced workflows with ASANA - maybe"  
[X Link](https://x.com/woofigans/status/1983348053953401034)  2025-10-29T01:39Z [--] followers, [---] engagements


"$GEV GE Vernova - Too Expensive $SMEGF Siemens Energy - Too close to Russia/Ukraine and EU "not smart" and "over regulated" govt. [----] JP: Mitsubishi Heavy Ind. - OK NOW"  
[X Link](https://x.com/woofigans/status/1994999031089467792)  2025-11-30T05:16Z [--] followers, [---] engagements


"Are we in reverse of lollapalooza effect: -$ debasement/leaking as a reserve currency -int. rates -eqty flows out / stop to U.S. * rise of china -globalization stopped vis a vis U.S. w/China & Tariffs -war pot./splitting of world into [--] China/US/Russia -Europe -Infl. lies"  
[X Link](https://x.com/woofigans/status/2001868397530026037)  2025-12-19T04:13Z [--] followers, [--] engagements


"He's the GOAT"  
[X Link](https://x.com/anyuser/status/1985485680903159935)  2025-11-03T23:14Z [--] followers, [---] engagements


"At $NVDA executive vice president's get to be worth $1B *whats $1B among friends"  
[X Link](https://x.com/anyuser/status/2003451152004755947)  2025-12-23T13:02Z [--] followers, [--] engagements


"To know what your going to draw you must begin drawing - Picasso"  
[X Link](https://x.com/anyuser/status/2003953932901765560)  2025-12-24T22:20Z [--] followers, [--] engagements


"You want ships with ethane driven engines U.S. wants NAVY re-built given China naval construction speed and Taiwan Read between the lines:"  
[X Link](https://x.com/anyuser/status/2004044857007034728)  2025-12-25T04:21Z [--] followers, [--] engagements


"U.S. near zero shot saving it's auto industry / just watch the hearing Mrs. Brown makes you want to cry for broken gov't. "Hearings" to no where with people who have no idea what they are looking at with zero business experience"  
[X Link](https://x.com/anyuser/status/2004234052208046439)  2025-12-25T16:53Z [--] followers, [---] engagements


"HimCap Values:"  
[X Link](https://x.com/anyuser/status/2004298147384963225)  2025-12-25T21:08Z [--] followers, [--] engagements


"$IONQ @MartinShkreli Peter exercising and selling (aka monetizing) give or take $300M seems like may be a safer short into 2026"  
[X Link](https://x.com/anyuser/status/2005464163007811912)  2025-12-29T02:21Z [--] followers, [---] engagements


"$ionq fuller inside sell list / not just pete"  
[X Link](https://x.com/anyuser/status/2005464478029340766)  2025-12-29T02:22Z [--] followers, [---] engagements


"Rima - Different then Somalian childcare but stock fraud is real too Watch Rima and then watch Ilya or any serious AI interview and you will see the striking difference Rima: Ilya: https://youtu.be/aR20FWCCjAssi=jVQw4BvO851CmpUj https://youtu.be/u0j1ENPw-Zosi=lQ_DQTglCmv6Zpqh https://youtu.be/aR20FWCCjAssi=jVQw4BvO851CmpUj https://youtu.be/u0j1ENPw-Zosi=lQ_DQTglCmv6Zpqh"  
[X Link](https://x.com/anyuser/status/2005465946841112938)  2025-12-29T02:28Z [--] followers, [--] engagements


"Rima doing great on the revenue side / she only monetized $15M for her self (probably more money they she made life to date) $881M in warrant liabilities"  
[X Link](https://x.com/anyuser/status/2005467096671740258)  2025-12-29T02:33Z [--] followers, [---] engagements


"Whoooa hold the HORSES - Rima was [--] years at NVDA so she must be on point"  
[X Link](https://x.com/anyuser/status/2005467903773253885)  2025-12-29T02:36Z [--] followers, [--] engagements


"$pdd / Louis makes case China clear since sep25 that gov wants domestic demand up chinese yields falling buy the cheap market with policy support and falling rates. PDD moves if Chinese consumer demand picks up (in a big way) huge amt of bs cash https://youtu.be/tRoG7wnEp4wsi=0FFkTQY1tzU00KAW https://youtu.be/tRoG7wnEp4wsi=0FFkTQY1tzU00KAW"  
[X Link](https://x.com/anyuser/status/2005495908436484144)  2025-12-29T04:27Z [--] followers, [---] engagements


"$BYD $TSLA: Seems these EV/Rev valuations should be reversed given BYD penetration into rest of wold (ex. US & Canada) BYD 150K Engineers in their technical dept. TSLA Total Employees 80K Picture says It All EV/REV says it all"  
[X Link](https://x.com/anyuser/status/2007974895939207408)  2026-01-05T00:38Z [--] followers, [---] engagements


"RT @CJHandmer: With @claudeai help I constructed this Sankey of @TerraformIndies financial flows in November. I have never seen a pitch d"  
[X Link](https://x.com/anyuser/status/2010591589199216774)  2026-01-12T05:56Z [--] followers, [--] engagements

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