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# ![@zoomyzoomm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1476329189036879874.png) @zoomyzoomm Zoomer 🧢

Elon Musk's algorithm changes on X (formerly Twitter) have sparked frustration among users, with many expressing disappointment and demotivation due to decreased visibility and engagement. Some users are considering canceling their premium subscriptions, citing the algorithm's favoring of "slop posts" from unverified accounts over high-quality content from verified ones. The changes have led to a significant decline in motivation for some users to post on the platform.

### Engagements: XXXXXXX [#](/creator/twitter::1476329189036879874/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +1,530%

### Mentions: XXX [#](/creator/twitter::1476329189036879874/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXXXX +17%
- X Months XXXXX +155%

### Followers: XXXXXX [#](/creator/twitter::1476329189036879874/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:followers.svg)

- X Week XXXXXX +2.30%
- X Month XXXXXX +5.70%
- X Months XXXXXX +522%

### CreatorRank: XXXXXX [#](/creator/twitter::1476329189036879874/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XX% [finance](/list/finance)  #3635 [technology brands](/list/technology-brands)  #1857 [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX% [social networks](/list/social-networks)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$nvda](/topic/$nvda) #714, [$tlt](/topic/$tlt) #1, [ai](/topic/ai) #744, [$gtlb](/topic/$gtlb) #10, [$goog](/topic/$goog) #60, [$adbe](/topic/$adbe) #31, [open ai](/topic/open-ai) #14, [$bidu](/topic/$bidu) #6, [inflation](/topic/inflation) #552, [$amzn](/topic/$amzn) #125

**Top accounts mentioned or mentioned by**
[@martinshkreli](/creator/undefined) [@remindmeofthis](/creator/undefined) [@sama](/creator/undefined) [@michaelmottcm](/creator/undefined) [@jrouldz](/creator/undefined) [@remindme_ofthis](/creator/undefined) [@billackman](/creator/undefined) [@dalibali2](/creator/undefined) [@robbydoesstocks](/creator/undefined) [@thebullishbat](/creator/undefined) [@mwfowlie](/creator/undefined) [@rtheoryxyz](/creator/undefined) [@jaredkubin](/creator/undefined) [@chesswarri42621](/creator/undefined) [@citrini7](/creator/undefined) [@jukan05](/creator/undefined) [@winerex](/creator/undefined) [@iewney](/creator/undefined) [@fransbakker9812](/creator/undefined) [@abigubifooty](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Adobe, Inc. (ADBE)](/topic/$adbe) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [4 (FOUR)](/topic/$four) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [MercadoLibre Inc (MELI)](/topic/$meli) [MP Materials Corp. (MP)](/topic/$mp) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Alibaba Group (BABA)](/topic/$baba) [Apollo Global Management, Inc. (APO)](/topic/$apo) [OwlDAO (OWL)](/topic/$owl) [Vixco (VIX)](/topic/$vix) [Synopsys, Inc. (SNPS)](/topic/$snps) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Elastic N.V. (ESTC)](/topic/$estc) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Okta Inc (OKTA)](/topic/$okta) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Netflix Inc (NFLX)](/topic/$nflx) [Advanced Micro Devices (AMD)](/topic/$amd) [Sea Limited (SE)](/topic/$se) [SuperWalk (GRND)](/topic/$grnd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Open Custody Protocol (OPEN)](/topic/$open) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Klarna Group (KLAR)](/topic/$klar) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Salesforce Inc (CRM)](/topic/salesforce) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [F5 Inc (FFIV)](/topic/$ffiv) [Cream (CRM)](/topic/$crm) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts)
### Top Social Posts
Top posts by engagements in the last XX hours

"China will continue developing their own domestic chips (eg Huawei and $BIDU Kunlunxin). America will continue reshoring critical rare earths (eg $UUUU and $MP). This deal basically just alleviates short term pressures on both nations"  
[X Link](https://x.com/zoomyzoomm/status/1998289948412346849)  2025-12-09T07:13Z 30.1K followers, XXX engagements


"How is Nick Fuentes a virgin at 27"  
[X Link](https://x.com/zoomyzoomm/status/1998354755635306521)  2025-12-09T11:31Z 30.1K followers, XXX engagements


"Disagree with consensus and think we're headed for a risk-off/defensive period Long: $DXY $TLT Staples High quality Secular growth Short: Unprofitable tech IPOs Momo Space Quantum Biotech Lots of diff scenarios. Epic"  
[X Link](https://x.com/zoomyzoomm/status/1996753616263426077)  2025-12-05T01:28Z 30.1K followers, 2436 engagements


"Hot take but $adbe in 2026 is $Uber / $goog in 2025. Its time. Max long $adbe. Bookmark it"  
[X Link](https://x.com/zoomyzoomm/status/1996797056510521589)  2025-12-05T04:21Z 30.1K followers, 18.1K engagements


"Shower thoughts but I kinda think less rate cuts = lower long yields Thusfar long yields have been rising because everyone is worried Hassett will come in cut XXX bps and ignite inflation again But if the fed turns out to be hawkish (hold rates) that might slow yields rising"  
[X Link](https://x.com/zoomyzoomm/status/1998193669506240999)  2025-12-09T00:51Z 30.1K followers, XXX engagements


"Wen Stock Market Crash"  
[X Link](https://x.com/zoomyzoomm/status/1998232653619978513)  2025-12-09T03:26Z 30.1K followers, XXX engagements


"What happens to inflation (and long bond yields) if oil halves from todays prices"  
[X Link](https://x.com/zoomyzoomm/status/1998242981640581551)  2025-12-09T04:07Z 30.1K followers, 1219 engagements


"@BobEUnlimited Yet long yields are screaming higher amid: bond vol down lower growth expectations slowing inflation weakening job market Fed rate cuts QT ending Make it make sense"  
[X Link](https://x.com/zoomyzoomm/status/1998357636958543930)  2025-12-09T11:42Z 30.1K followers, XXX engagements


"MY M&A PREDICTIONS H2 2025 DevOps: $GTLB by a strategic (eg $AMZN Anthropic etc.) $CFLT by Fransisco Partners $ESTC by Bain Cap $PD () by TPG Cyber: $S by Vista $OKTA by Blackstone $TENB by A-KKR SaaS: $MNDY by Thoma Bravo $CLBT by KKR These companies are just too cheap. PE can easily lever up optimize P/L + balance sheet and run financial engineering then flip it back to market in X years"  
[X Link](https://x.com/zoomyzoomm/status/1963094073017000423)  2025-09-03T04:17Z 30.1K followers, 4084 engagements


"Ironically Rightmove stock price has almost tracked London house prices 1:1 lol Flat since 2019 $RMV"  
[X Link](https://x.com/zoomyzoomm/status/1970746538830987540)  2025-09-24T07:06Z 30.1K followers, XXX engagements


"Analyzing Citrini's XX trades for 2025🧵 (admittedly there's another month to go but I'm impatient)"  
[X Link](https://x.com/zoomyzoomm/status/1995296931808264449)  2025-12-01T01:00Z 30.1K followers, 57.4K engagements


"Trade 1: Short Homebuilders. Rationale: Bearish on oversupply & pricing declines. Positioning: Short $DHI $LEN $BLDR $DFH. Profitable Trade No. Commentary: Homebuilders have bounced recently on rate cut bets and many are green YTD. More bullish than bearish into 2026"  
[X Link](https://x.com/zoomyzoomm/status/1995298035992338603)  2025-12-01T01:04Z 30.1K followers, 6914 engagements


"@MartinShkreli Trade 6: Long Legacy TV Media. Rationale: Rebound thesis. Positioning: Long $MGNI. Profitable Trade No. Commentary: $MGNI has lagged YTD due to persistent ad market fragmentation delaying the anticipated legacy media recovery. adtech has been slaughtered (eg $TTD)"  
[X Link](https://x.com/zoomyzoomm/status/1995302066491900097)  2025-12-01T01:20Z 30.1K followers, 5513 engagements


"JPM: Baidus Hyperscaler Cloud Computing biz valued at $34b (vs 40b market cap today) AI cloud accounts for 1/4 of Baidu's core revenue. JP Morgan expects Baidu's GPU computing revenue to double in 2026. $bidu"  
[X Link](https://x.com/zoomyzoomm/status/1995705009212981447)  2025-12-02T04:02Z 30.1K followers, 2608 engagements


"I think youd make a LOT of money just buying the value pick out of the mag X every year. Eg $GOOG in June was the value pick of the Mag X $NVDA in 2023 was probs value. $meta at $XX was the value pick in 2022. Its probably also the value pick today $meta"  
[X Link](https://x.com/zoomyzoomm/status/1995967890449989878)  2025-12-02T21:26Z 30.1K followers, 6164 engagements


"Shitlab strikes again $gtlb"  
[X Link](https://x.com/zoomyzoomm/status/1995968852078067722)  2025-12-02T21:30Z 30.1K followers, 3464 engagements


"The $GTLB long thesis vs the gitlab short thesis"  
[X Link](https://x.com/zoomyzoomm/status/1996000335908012173)  2025-12-02T23:35Z 30.1K followers, 4366 engagements


"Coinbase CEO Brian Armstrong: "You actually WANT insider trading" What the fuck"  
[X Link](https://x.com/zoomyzoomm/status/1996439862615154765)  2025-12-04T04:42Z 30.1K followers, 12.8K engagements


"Imagine it's 1981 and you bought XX year bonds locking in a XX% return risk-free every year until you retired"  
[X Link](https://x.com/zoomyzoomm/status/1997574069345263900)  2025-12-07T07:49Z 30.1K followers, 199.8K engagements


"Jeff Gundlach: "I believe at X% the Fed will announce QE (aka buying long term bonds) and when they do you will have to be very quick and buy as much as you possibly could because it'll be just like when they announced buying corporate bonds during COVID. bonds ripped $TLT"  
[X Link](https://x.com/zoomyzoomm/status/1997839355755561213)  2025-12-08T01:23Z 30.1K followers, 514.1K engagements


"Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI). He DGAF and doesn't sugar coat it like @Sama. He knows AI is net negative for growth"  
[X Link](https://x.com/zoomyzoomm/status/1998199990372765958)  2025-12-09T01:16Z 30.1K followers, 641K engagements


"Bernstein on OpenAI $1.4T spend: We believe that many of these commitments are in fact cancelable or the go live dates have not been locked in. They are likely more of Letters of Intent that OAI can walk away from if they dont need the capacity or have no fixed starting time"  
[X Link](https://x.com/zoomyzoomm/status/1998206656363262058)  2025-12-09T01:42Z 30.1K followers, XXX engagements


"The S&P XXX is trading on a price to sales ratio of 3.4x Equities are now trading at record valuations. Far above standard deviation bands. Yet the largest constituents have become LOWER margin as they ramp up capex spending. Higher margin = higher valuation. Lower margin ="  
[X Link](https://x.com/zoomyzoomm/status/1998266903769530753)  2025-12-09T05:42Z 30.1K followers, XXX engagements


"If Jamie Dimon runs in 2028 I am perma bullish US equities for the next decade. He is like Trump without the crazy. Would be an incredible president"  
[X Link](https://x.com/zoomyzoomm/status/1998305733851725867)  2025-12-09T08:16Z 30.1K followers, 3127 engagements


"Do I dare call the bottom in $four The price is 6-7 😂😭😂😭😂😭😂😭"  
[X Link](https://x.com/zoomyzoomm/status/1998336966157283404)  2025-12-09T10:20Z 30.1K followers, XXX engagements


"@john_scianna @sama Yep also true Altho I think Dario does just generally speak his mind on this stuff and calls it like he sees it I mean he worked at OpenAI and left when they were doing bullshit safety stuff lol"  
[X Link](https://x.com/zoomyzoomm/status/1998357229716803724)  2025-12-09T11:41Z 30.1K followers, 12.7K engagements


"@stevetuchner @sama Both happen simultaneously A small subset of equities scream higher on doubled net margins The rest of equities (particularly those tied to the consumer) collapse along with valuation multiples And the economy goes into a recession"  
[X Link](https://x.com/zoomyzoomm/status/1998362008090186159)  2025-12-09T12:00Z 30.1K followers, 5901 engagements


"Bill Ackman got streamsniped 😭😭😭"  
[X Link](https://x.com/zoomyzoomm/status/1998382538218524693)  2025-12-09T13:21Z 30.1K followers, 1725 engagements


"Think we're in an AI/Tech/Momentum market Long: Unprofitable tech Momo Uranium Nuclear Quantum Short: Staples Low volatility Low valuation Telcos Excellent new tool by @JaredKubin"  
[X Link](https://x.com/zoomyzoomm/status/1996753613448954120)  2025-12-05T01:28Z 30.1K followers, XXX engagements


"Long $NFLX for the sole reason people will buy if it drops $100"  
[X Link](https://x.com/zoomyzoomm/status/1997163779017396584)  2025-12-06T04:38Z 30.1K followers, 2214 engagements


"OpenAI Complex is losing. Google Complex is winning. $MSFT $NVDA $ORCL $AMZN $AMD $META $CRWV $SFBTY"  
[X Link](https://x.com/zoomyzoomm/status/1997569183048143294)  2025-12-07T07:29Z 30.1K followers, XXX engagements


"At what rate do 10Y bond yields start to be come a problem for the stock market"  
[X Link](https://x.com/zoomyzoomm/status/1998201741331116165)  2025-12-09T01:23Z 30.1K followers, XXX engagements


"Cc @BillAckman which Japanese bank are you taking a stake in now 😂"  
[X Link](https://x.com/zoomyzoomm/status/1998383196434817085)  2025-12-09T13:24Z 30.1K followers, XXX engagements


"Comparing the stocks I picked out at the end of last year vs how they're doing YTD A few shitters (e.g. $IBTA $PRGS $MBLY) A few really good ones ( $STNE $UBER $SE $MU $MELI $NU $PINS) TBC if the top performers will keep running Or if the shitters will keep crashing"  
[X Link](https://x.com/zoomyzoomm/status/1945399042130972817)  2025-07-16T08:24Z 29.8K followers, 5218 engagements


"China Comps July 2025 Robotics + AI + Semis are on the high end of valuation range Mega caps on the bottom end of valuation range $JD $DIDIY $PDD $BABA $BIDU $MPNGF Majority of the comps are expecting relatively high topline growth and robust margin profiles All up big YTD"  
[X Link](https://x.com/zoomyzoomm/status/1948216421630267755)  2025-07-24T02:59Z 30K followers, 1292 engagements


"$IAS vs $DV Can someone explain why a PE firm doesn't just go on a warpath and roll up both of these TB just closed a $XX billion buyout fund These would be perfect targets to lever up acquire for single digit NTM EBITDA rip out some costs and flip back X the market for 10x"  
[X Link](https://x.com/zoomyzoomm/status/1948923720300724669)  2025-07-26T01:49Z 29.7K followers, 4784 engagements


"Will post a deeper dive soon But Im almost certain the $nvda killer already exists in China And $bidu owns a XX% stake in it. Its currently hiding in the long term investments line on the balance sheet at at cost ($1.5b) But Im pretty sure Kunlun Xin could be worth $50b"  
[X Link](https://x.com/zoomyzoomm/status/1956686685686931628)  2025-08-16T11:57Z 29.9K followers, 14.4K engagements


"Holy Fuck $MNSO"  
[X Link](https://x.com/zoomyzoomm/status/1959139599659540485)  2025-08-23T06:24Z 29.9K followers, XXX engagements


"$GRND Grindr CEO is a gay Johnny Sins"  
[X Link](https://x.com/zoomyzoomm/status/1964592877415313617)  2025-09-07T07:33Z 29.7K followers, 1340 engagements


"Thrive Capital first cheques into tech companies: Cursor Seed Wiz Series A Github Series A Skims Series A $OSCR Series A Kickstarter Series A $U Series B Ramp Series B $HIMS Series B Patreon Series B Warby Parker Series B Slack Series C Stripe Series C $HOOD Series C Dude"  
[X Link](https://x.com/zoomyzoomm/status/1969947161728299299)  2025-09-22T02:09Z 30.1K followers, 214.1K engagements


"Holy fuck $open Eric Jackson is so obsessed with Opendoor because he lost millions riding it all the way down from the peak in 2021 like a bag holder LOOOOOOOOOOOOOOOOOOOOLLLLL"  
[X Link](https://x.com/zoomyzoomm/status/1970607275787341870)  2025-09-23T21:52Z 29.8K followers, 244.2K engagements


"Both Topicus + Constellation Software in bear markets now $CSU.TO $TOI.TO $Csu $TOI"  
[X Link](https://x.com/zoomyzoomm/status/1971446269655880012)  2025-09-26T05:26Z 29.9K followers, 2444 engagements


"HOLY FUCK Dominos down -XX% the Italians are jumping for joy rn note to self: don't buy an overpriced cyclical consumer discretionary piece of shit $DMP.AX"  
[X Link](https://x.com/zoomyzoomm/status/1972526047750242459)  2025-09-29T04:57Z 30.1K followers, 69.5K engagements


"Steve Jobs daughter btw"  
[X Link](https://x.com/zoomyzoomm/status/1973552492991619191)  2025-10-02T00:55Z 30.1K followers, 133.5M engagements


"Josh Kushner just oozes aura"  
[X Link](https://x.com/zoomyzoomm/status/1978174156874056092)  2025-10-14T19:00Z 30.1K followers, 11K engagements


"Ive literally never heard Chase Coleman (Tiger Global) speak This is the first and only public talk hes ever given to my knowledge"  
[X Link](https://x.com/zoomyzoomm/status/1979651093513839000)  2025-10-18T20:49Z 30K followers, 24.5K engagements


"why do the hottest girls always have mugshots"  
[X Link](https://x.com/zoomyzoomm/status/1989849137844818396)  2025-11-16T00:12Z 29.8K followers, 2207 engagements


"if you had just kept it simple and: X. realized AI was gonna be huge in 2023 X. looked for the top AI company X. identified $NVDA X. put all your money into $NVDA X. did nothing you would have outperformed XXX% of finance professionals. a monkey could have done that"  
[X Link](https://x.com/zoomyzoomm/status/1991026848562909502)  2025-11-19T06:12Z 29.8K followers, 2328 engagements


"The beauty with $TLT is it's super long duration and virtually nothing short run impacts it. It's all about the macro 20/30/40 years out. It is a virtual certainty that the USA will follow Japan's rate path in the 80s/90s. AI is the most deflationary force known to mankind"  
[X Link](https://x.com/zoomyzoomm/status/1991716446301483108)  2025-11-21T03:52Z 29.8K followers, XXX engagements


"Druckenmiller is max long healthcare like $NTRA and probably short everything else btw"  
[X Link](https://x.com/zoomyzoomm/status/1991760453203292438)  2025-11-21T06:47Z 29.7K followers, 1146 engagements


"The canary in the coalmine All the publicly listed PE shops. $BX $KKR $APO $CG $OWL etc. They're all down XX% from peak"  
[X Link](https://x.com/zoomyzoomm/status/1991764449771036795)  2025-11-21T07:03Z 30K followers, XXX engagements


"The quality/dogshit lender spread trade Long $apo Short $owl Self explanatory. Apollo underwrote quality loans. Blue owl underwrote data center trash"  
[X Link](https://x.com/zoomyzoomm/status/1992833967352148216)  2025-11-24T05:53Z 29.9K followers, XXX engagements


"Trade Desk -XX% lmao $ttd absolutely cooked"  
[X Link](https://x.com/zoomyzoomm/status/1993284695384371484)  2025-11-25T11:44Z 30K followers, 1011 engagements


"The slop bowl trade Long $CMG XX% YTD) Long $CAVA (-57% YTD) Long $SG (-79% YTD) Oversold and will bounce on short covering"  
[X Link](https://x.com/zoomyzoomm/status/1993440320923877698)  2025-11-25T22:03Z 30.1K followers, XXX engagements


"i refuse to accept American kids get fed shit like this for lunch"  
[X Link](https://x.com/zoomyzoomm/status/1993930369012580367)  2025-11-27T06:30Z 29.8K followers, XXX engagements


"Ill never understand people trading the $vix XX% of the time you get vol crush and it heads towards XX X% of the time it spikes XX X% of the time it rips to 50+ Its all random really"  
[X Link](https://x.com/zoomyzoomm/status/1994047968685822286)  2025-11-27T14:17Z 29.8K followers, 1696 engagements


"Mega cap spread trade of 2026 Long $nvda Short $goog Its really not rocket science guys"  
[X Link](https://x.com/zoomyzoomm/status/1994176690512408961)  2025-11-27T22:49Z 29.7K followers, XXX engagements


"If you are not selling $GOOG here (or god forbid you're buying) I cannot help you"  
[X Link](https://x.com/zoomyzoomm/status/1994238825116434924)  2025-11-28T02:56Z 29.7K followers, 1282 engagements


"pray for my $GTLB long bros the buyout offer is coming I swear guys"  
[X Link](https://x.com/zoomyzoomm/status/1994270432212730210)  2025-11-28T05:01Z 29.8K followers, XXX engagements


"AWS down Cloudflare down Crowdstrike down CME down One day soon everything will go down at once and never come back online"  
[X Link](https://x.com/zoomyzoomm/status/1994280761713693039)  2025-11-28T05:42Z 30K followers, 1227 engagements


"@value_invest12 Yep Josh is clearly still bullish $OSCR Thrive have a few other 13F positions but only totals $500m vs $23b AUM so largely immaterial (really just a disclosure thing for the recent IPOs like $FIG)"  
[X Link](https://x.com/zoomyzoomm/status/1994288653170819390)  2025-11-28T06:14Z 29.6K followers, XXX engagements


"Commodities are telling you a story today. $VIX has gone from XX to XX in X trading days. People are not ready for Monday. Bookmark it"  
[X Link](https://x.com/zoomyzoomm/status/1994524694633218462)  2025-11-28T21:51Z 29.7K followers, 1939 engagements


"How to make make money in December: Long Nat Gas $EQT Long Oil $XOM Long Energy $XLE Long Healthcare $XLV Long Commodities $GLD $GDX $SLV $CPER $PPLT $PALL Long Bonds $TLT $IEF $ZROZ Short Tech $QQQ Short Crypto $BTC $ETF Short Staples $KXI Short Retail $RTH Short housing $XHB"  
[X Link](https://x.com/zoomyzoomm/status/1994548362788704283)  2025-11-28T23:26Z 29.7K followers, 2256 engagements


"Long staples Long nat gas (this is becoming consensus) Long cannabis (this is peak contrarian) Long SaaS (no way it bleeds for another year right) Long PE firms (eg $APO $OWL + dogshit) Short US Dollar Short semis (hot take) Short financials (particularly banks)"  
[X Link](https://x.com/zoomyzoomm/status/1994578749506105812)  2025-11-29T01:26Z 29.6K followers, XXX engagements


"@BillAckman @Bremont Bro did the meme"  
[X Link](https://x.com/zoomyzoomm/status/1994627625474822640)  2025-11-29T04:40Z 29.8K followers, 1242 engagements


"Fintwit feels very toxic lately. People ripping out @Citrini7 for only having a XXX% stake in $GOOG despite victory lapping it and becoming a glorified ETF with too many holdings and for his medtech micro cap picks People ripping out @dylan522p and @SemiAnalysis_ for writing too much / their $goog TPU piece was too bearish $NVDA and the $NVDA longs went after him People ripping out @jukan05 for supposedly faking the $nvda Q&A rebutting Michael burrys picks People ripping out @blondesnmoney for i dont even remember but some fund manager went after him People going after @lord_fed for I cant"  
[X Link](https://x.com/zoomyzoomm/status/1994874861886615736)  2025-11-29T21:03Z 30K followers, 69.2K engagements


"Holy fucking shit. If were following the dot com bubble we crash HARD in December"  
[X Link](https://x.com/zoomyzoomm/status/1994915131265094027)  2025-11-29T23:43Z 30.1K followers, 4863 engagements


"Eric Jackson's "Rising Dynasty" $BETR - Better Home & Finance $BTQ - BTQ Technologies $IREN - Iris Energy $CIFR - Cipher Mining $HUT - Hut X Mining $OPEN - Opendoor I couldn't pick a worse collection of shitcos if I tried. These are all complete dogshit"  
[X Link](https://x.com/zoomyzoomm/status/1994924802071843037)  2025-11-30T00:21Z 30.1K followers, 1028 engagements


"From 1998 to 2008 (a XX year period) Berkshire Hathaway was down 40%. Warren Buffett not so GOAT after all"  
[X Link](https://x.com/zoomyzoomm/status/1994973528832229460)  2025-11-30T03:35Z 29.9K followers, 1394 engagements


"Google is trading at 9x forward revenue. Servicenow is trading at 11x forward revenue. Come on people. What are we doing here $GOOG $NOW"  
[X Link](https://x.com/zoomyzoomm/status/1995024597239173414)  2025-11-30T06:58Z 29.8K followers, 1208 engagements


"Do you notice anything about Stan Druckenmiller's top holdings Absolutely flawless charts. Lesson in there. $NTRA $INSM $TEVA $WWD"  
[X Link](https://x.com/zoomyzoomm/status/1995055176470917542)  2025-11-30T08:59Z 29.8K followers, 1740 engagements


"Holy fuck Short $asml"  
[X Link](https://x.com/zoomyzoomm/status/1995096634896863466)  2025-11-30T11:44Z 29.9K followers, 12.9K engagements


"ALSO a few other top mentions Long $klar Pain in consumer is good for loan sharks like BNPL. Tragically the middle class consumer is weakening. Assuming they dont get TOO weak or the economy doesnt actually nuke $klar continues to grow the loan book with reasonable default %"  
[X Link](https://x.com/zoomyzoomm/status/1995249355318870520)  2025-11-30T21:51Z 29.6K followers, 4060 engagements


"Klarna was a recent IPO too and has done nothing but bleed so may present a buying opportunity soon. $FIG is in the same boat - down big since IPO and valuation isnt super super egregious when it went out. Could present a long opportunity in 2026"  
[X Link](https://x.com/zoomyzoomm/status/1995249916273365131)  2025-11-30T21:53Z 29.8K followers, 3101 engagements


"If X months ago you had put $X million into: $GOOG - You would have $1600000 today. $META - You would have $850000 today. Choose your stocks wisely"  
[X Link](https://x.com/zoomyzoomm/status/1995264181801750675)  2025-11-30T22:50Z 29.7K followers, XXX engagements


"Rolling list of stocks I'm watching into 2026 Semis $NVDA NVIDIA (oversold on $GOOG TPU fears and 20x EBITDA is dirt cheap for the #1 clear winner in AI for the next decade) $MRVL Marvell $AMBA Ambarella $SLAB Silicon Laboratories $SEDG SolarEdge Technologies Idk about these last X semis stocks I'm literally a SaaS guy so will defer to @jukan05 or @zephyr_z9 to tell me if these are shite Software $RBRK Rubrik (Arguably the fastest growing SaaS company behind $PLTR and $FIG - trades at a significant discount to cybersecurity peers. Think it does numbers in 2026 - CEO is a gun) $DUOL Duolingo"  
[X Link](https://x.com/zoomyzoomm/status/1995270722890195113)  2025-11-30T23:16Z 29.8K followers, 15.8K engagements


"Does anyone else randomly run 1000% gross exposure just because $IBKR is dumb enough to give it to you just to see if you can handle the heat Just me Oh okay. 😭"  
[X Link](https://x.com/zoomyzoomm/status/1995300028261507543)  2025-12-01T01:12Z 30.1K followers, XXX engagements


"@MartinShkreli Trade 7: Long Travel Normalization. Rationale: Post-disruption recovery. Positioning: Long travel basket: $PLYA. Profitable Trade Yes (marginally). Commentary: $PLYA benefited from sustained demand normalization. But travel has generally been weak-ish"  
[X Link](https://x.com/zoomyzoomm/status/1995302362202914912)  2025-12-01T01:22Z 30.1K followers, 5180 engagements


"@MartinShkreli Trade 9: Long/Short Pet Care Reset. Rationale: Post-COVID normalization. Positioning: Long $CHWY $CENT; short $WOOF. Profitable Trade Yes. Commentary: Net positive from $CHWY (marginaly up) and short $WOOF (-20%) offsetting $CENT (-10%) as pet spending stabilizes"  
[X Link](https://x.com/zoomyzoomm/status/1995302933433573567)  2025-12-01T01:24Z 30K followers, 4504 engagements


"@MartinShkreli Trade 10: Long Drones / Short Ag Equipment. Rationale: Precision ag vs. conventional. Positioning: Long drone basket; short $AGCO. Profitable Trade No. Commentary: $AGCO has ripped this year. You can't win em all. Esp on the short side"  
[X Link](https://x.com/zoomyzoomm/status/1995303154301473137)  2025-12-01T01:25Z 30K followers, 4434 engagements


"@MartinShkreli Trade 11: Long YETI / Short SharkNinja. Rationale: Consumer goods pair. Positioning: Long $YETI; short $SN. Profitable Trade Yes. Commentary: $YETI up. $SN flat. Niche trade but it worked"  
[X Link](https://x.com/zoomyzoomm/status/1995303664131637359)  2025-12-01T01:27Z 29.8K followers, 4261 engagements


"@MartinShkreli Trade 12: Long Power Gen / Short OIH. Rationale: Mobile gen & turbines vs. oil services. Positioning: Long $SEI $PUMP $LBRT; short $OIH. Profitable Trade Yes. Crushed it. Commentary: $SEI up HUGE. $LBRT down modestly. $OIH and $PUMP largely flat"  
[X Link](https://x.com/zoomyzoomm/status/1995304898163052911)  2025-12-01T01:32Z 30.1K followers, 4093 engagements


"@MartinShkreli Trade 16: Long CBL Properties. Rationale: Retail REIT recovery. Positioning: Long $CBL. Profitable Trade Yes. Commentary: $CBL up modestly from retail repositioning efforts"  
[X Link](https://x.com/zoomyzoomm/status/1995306128520143043)  2025-12-01T01:37Z 29.8K followers, 3574 engagements


"@MartinShkreli Trade 17: Long Arcutis Therapeutics. Rationale: Dermatology biotech. Positioning: Long $ARQT. Profitable Trade Yes. Crushed it. Commentary: $ARQT more than doubled on positive clinical data and market expansion in therapeutic dermatology. Biotechs FTW"  
[X Link](https://x.com/zoomyzoomm/status/1995306324306067685)  2025-12-01T01:37Z 29.8K followers, 3691 engagements


"Trade 18: Long Fiscal Policy Plays. Rationale: Dereg Ukraine MAHA food quality (incl. LQDT AVO etc.). Positioning: Long $LQDT $AVO $BRBR $SMPL $VITL $NGVC; short $UTZ $JJSF $SFM. Profitable Trade Yes net positive. Commentary: Longs got dumped (eg $BRBR (-60%) but shorts delivered gains ( $UTZ $JJSF $SFM all crushed)"  
[X Link](https://x.com/zoomyzoomm/status/1995306704758772183)  2025-12-01T01:39Z 29.8K followers, 3497 engagements


"@MartinShkreli Trade 20: Long Payments & Fintech. Rationale: Dereg & remittances growth. Positioning: Long payments basket: $FIS $GPN $PAYO. Profitable Trade Definitely not. Huge losses. Commentary: Payments companies got absolutely destroyed this year. Probs the worst trade of all"  
[X Link](https://x.com/zoomyzoomm/status/1995307715208663399)  2025-12-01T01:43Z 30.1K followers, 3551 engagements


"@MartinShkreli Trade 21: Long AI Developments. Rationale: NVDA view agentic winning losers. Positioning: Long $NVDA. Profitable Trade Yes. Commentary: $NVDA kept grinding up. Enough said"  
[X Link](https://x.com/zoomyzoomm/status/1995307941508026694)  2025-12-01T01:44Z 30K followers, 3172 engagements


"@MartinShkreli Trade 22: Short Towers. Rationale: Dense network vulnerabilities. Positioning: Short cell tower REITs: $AMT. Profitable Trade No. Commentary: $AMT traded sideways this year. Didn't do much"  
[X Link](https://x.com/zoomyzoomm/status/1995308119237468607)  2025-12-01T01:45Z 30K followers, 3108 engagements


"@turbis1 Horizon is holding as long as the macro and technicals hold up I like $FOUR - just didn't come up on the screener Think payments are structurally bearish for a while (esp into a weakening middle class economy) but all of them are dirt cheap and will rip at some point"  
[X Link](https://x.com/zoomyzoomm/status/1995324436967202893)  2025-12-01T02:49Z 29.8K followers, XXX engagements


"@MartinShkreli n.b. $PLYA got acquired in Feb 2025 for $XXXXX (started the year at $12.70) so this is trade void given small timeframe and marginal acquisition uplift"  
[X Link](https://x.com/zoomyzoomm/status/1995331405157642482)  2025-12-01T03:17Z 30.1K followers, XXX engagements


"Top Picks from the Robinhood Pick a ticker 2026 $HHH Howard Hughes Bill Ackman $QQQ Paul Tudor Jones $HOOD Carson Block (Short) $FLNC Fluence Energy Carson Block $GPK Graphic Packaging David Einhorn $MSFT Alexis Ohanian $CLS Celestica Mark Galant $SPHR Sphere Mike Jacobellis $TLN Talen Energy David Rosen $TQQQ 3x Nasdaq Anthony Bozza $JOBY Mark Galant $UUUU Energy Fuels Jim Payne $URA Uranium Giles Coppel $PCT PureCycle Michael Buckley $NVDL 2x Long $NVDA Anthony Bozza"  
[X Link](https://x.com/zoomyzoomm/status/1995345579065679929)  2025-12-01T04:13Z 29.8K followers, XXX engagements


"Interactive Brokers finally updating their UI for the 21st century Probs a top signal lmao short $IBKR"  
[X Link](https://x.com/zoomyzoomm/status/1995348553259164114)  2025-12-01T04:25Z 30K followers, XXX engagements


"@GhzResearch Dunno - just what the screener pulled up $four definitely on watch"  
[X Link](https://x.com/zoomyzoomm/status/1995364521167499357)  2025-12-01T05:29Z 29.8K followers, XXX engagements


"I'm convinced an equal weight portfolio of $MELI $AMZN $META $NVDA will crush in 2026"  
[X Link](https://x.com/zoomyzoomm/status/1995388040878162295)  2025-12-01T07:02Z 29.8K followers, 1750 engagements


"Bailout szn $nvda $snps"  
[X Link](https://x.com/zoomyzoomm/status/1995479517012361339)  2025-12-01T13:06Z 29.9K followers, XXX engagements


"The regulated utilities are also getting play (although these are constrained by what they can charge/supply). Any new power generation will take 5-10+ years to turn on. In the meantime these players soak up ALL the power demand. (h/t @coatuemgmt) $ETR $AEP $D $SO $DUK"  
[X Link](https://x.com/zoomyzoomm/status/1995631665000186099)  2025-12-01T23:10Z 30K followers, XXX engagements


"Tend to agree w/ this China tech has pulled back in recent months on weakening macro But they are still pedal to the metal on AI and many China tech names will be one-way bets in 2026. Keep an eye on the behemoths like $BABA $BIDU $PDD $KWEB $JD etc"  
[X Link](https://x.com/zoomyzoomm/status/1995645623622926675)  2025-12-02T00:06Z 29.7K followers, 2431 engagements


"Dan Ives swapping $NOW for $CRWV Is like swapping Gold for Lehman Brothers in 2008"  
[X Link](https://x.com/zoomyzoomm/status/1995649258058645981)  2025-12-02T00:20Z 30.1K followers, 1389 engagements


"Bond yields ripping across the world. This is not bullish"  
[X Link](https://x.com/zoomyzoomm/status/1995662389845655586)  2025-12-02T01:12Z 29.9K followers, 1154 engagements


"Sus institutional flow into $TLT calls today. 94C for 12/31 expiration $263k premium If $TLT closes $XXXXX by EoY those contracts are worth $1.4m (500% return) in XX days. lmao. Does someone know something"  
[X Link](https://x.com/zoomyzoomm/status/1995680063317311505)  2025-12-02T02:22Z 29.9K followers, 1356 engagements


"Why are transports ripping $KNX"  
[X Link](https://x.com/zoomyzoomm/status/1995691965258846437)  2025-12-02T03:10Z 29.9K followers, XXX engagements


"Bitcoin is XXX% correlated to the Japanese yen right now"  
[X Link](https://x.com/zoomyzoomm/status/1995693093082005830)  2025-12-02T03:14Z 30.1K followers, 2822 engagements


"Are Japanese bond yields meant to be correlated to US bond yields $TLT"  
[X Link](https://x.com/zoomyzoomm/status/1995723891533091134)  2025-12-02T05:17Z 29.6K followers, XXX engagements


"Remembering the last time $gtlb reported earnings"  
[X Link](https://x.com/zoomyzoomm/status/1995956982755590499)  2025-12-02T20:43Z 30.1K followers, 2803 engagements


"Coatue being balls deep long the "OpenAI Complex" instead of the $GOOG complex"  
[X Link](https://x.com/zoomyzoomm/status/1996007763579924526)  2025-12-03T00:05Z 29.8K followers, XXX engagements


"Rolling list of long ideas I'm mulling over for 2026 Would love people's thoughts. Single Stock Names $META $AMZN $MELI $NVDA $DUOL $ADBE $TSMC Sectors Homebuilders energy nat gas payments SaaS BNPL (eg $KLAR $SEZL $AFRM) LATAM (eg $EWZ) buyout targets ( eg $GTLB $PD $FVRR $FIVN) healthcare Solar/ESG/shitco names (eg $TE $PCT etc) China (eg $BIDU $PDD $KWEB) Cybersecurity (eg $RBRK) Fannie/Freddie Utilities (eg $XLU grind continuing) "Quality "PE/Lenders (eg $APO $OWL) Water Banks Rare Earth Metals (think Trump continues reshoring eg $UUUU regardless of China deal) AI concentric circles (eg"  
[X Link](https://x.com/zoomyzoomm/status/1996024260805234919)  2025-12-03T01:10Z 29.8K followers, 5924 engagements


"The time to short $TLT was in 2020 when: 10Y Yields were 0.6%. Inflation was about to rip to 9%. The fed was about to hike XXX basis points. The economy was about to head into a recession. $TLT is already in a XX% drawdown. Shorting now when 10Y Yields are X% is fucking retarded"  
[X Link](https://x.com/zoomyzoomm/status/1996039227809898578)  2025-12-03T02:10Z 30K followers, 6868 engagements


"Bond yields down = bond prices up. Unless you think bond yields are going to go from: 10Y: XXX% - 5%+ 30Y: XXX% - 6%+ I can't see the why you would be short $TLT (other than to offset a long 1-3 month treasury position eg $SHY). The risk/reward seems negatively skewed"  
[X Link](https://x.com/zoomyzoomm/status/1996046933031616845)  2025-12-03T02:40Z 29.9K followers, XXX engagements


"US Treasuries are yielding more than the S&P XXX (by inverting the PE ratio). A risk free asset. Yielding more than $SPY. Do I really need to say it"  
[X Link](https://x.com/zoomyzoomm/status/1996057421668909093)  2025-12-03T03:22Z 30.1K followers, XXX engagements


"2. $TLT is putting in the biggest multi-year base in history. Again if not now then when"  
[X Link](https://x.com/zoomyzoomm/status/1996099616488784352)  2025-12-03T06:10Z 29.8K followers, XXX engagements


"3. $TLT short interest going CRAZY Either this will continue to bleed or shorts are about to get their face ripped off. No in between"  
[X Link](https://x.com/zoomyzoomm/status/1996099742204658116)  2025-12-03T06:10Z 29.8K followers, XXX engagements


"Worst public SaaS company of all time. What a pile of shit $dbx"  
[X Link](https://x.com/zoomyzoomm/status/1996217594534416701)  2025-12-03T13:58Z 29.8K followers, XXX engagements


"Pack it up guys Maybe shitlab works in 2049 $GTLB"  
[X Link](https://x.com/zoomyzoomm/status/1996351460712550451)  2025-12-03T22:50Z 30.1K followers, XXX engagements


"Gitlab won't bottom until @dalibali2 capitulates 😇🥲 $GTLB"  
[X Link](https://x.com/zoomyzoomm/status/1996357844564918635)  2025-12-03T23:16Z 30.1K followers, 1134 engagements


"This is the kinda thing that happened in 2007 btw I remember the stories about Blackstone's Steve Schwarzman wanting to offload half of the overvalued real estate he'd just overpaid from EOP (after outbidding Vornado) With ZERO daylight from transaction close. Same vibes"  
[X Link](https://x.com/zoomyzoomm/status/1996384266914259252)  2025-12-04T01:01Z 29.8K followers, XXX engagements


"FWIW stocks Id buy the dip on: $snps $cvlt $ktos $ffiv $mp $orcl"  
[X Link](https://x.com/zoomyzoomm/status/1996423743019889075)  2025-12-04T03:38Z 29.9K followers, XXX engagements


"Famous last words (as a former $MNDY bagholder lmao)"  
[X Link](https://x.com/zoomyzoomm/status/1996435568528613714)  2025-12-04T04:25Z 30K followers, 2556 engagements


"@BucknSF Yeah agree $ASAN is a mega short Awful SBC and Moskovitz treats it like his pet project Point solution with zero defensibility"  
[X Link](https://x.com/zoomyzoomm/status/1996436221820866621)  2025-12-04T04:27Z 30.1K followers, XXX engagements


""Any sufficiently advanced technology is indistinguishable from magic." - Arthur C. Clarke"  
[X Link](https://x.com/zoomyzoomm/status/1996458174455701885)  2025-12-04T05:54Z 30.1K followers, XXX engagements


"USD/JPY (blue) vs US-Japan 10Y yield spread (black) This has bifurcated (currency spread is up while yield spread is down) Two reasons the jaws close: US 10Y falls and Japan 10Y rises pulling USD/JPY down US 10Y rises and Japan 10Y stays low widening the rate spread"  
[X Link](https://x.com/zoomyzoomm/status/1996783764547236350)  2025-12-05T03:28Z 29.8K followers, XXX engagements


"This thesis is so dim wittedly simplistic and stupid that it probably works long $ADBE"  
[X Link](https://x.com/zoomyzoomm/status/1996809007655444509)  2025-12-05T05:09Z 30.1K followers, 2978 engagements


"Energy will work in 2026. $COP $CVX are monsters in waiting. Fundamental L/S HFs (like Adage) are already rotating into these factors. Bookmark it"  
[X Link](https://x.com/zoomyzoomm/status/1996823332210225662)  2025-12-05T06:05Z 30.1K followers, XXX engagements


"The rug is gonna get pulled on the $PATH guys isn't it I haven't seen a single bear out there. This thing was a piece of SHIT X months ago that nobody wanted to touch. "RPA is dead." This largely hasn't changed. I will be the token lone bear. (tho I am bullish $PATH lol)"  
[X Link](https://x.com/zoomyzoomm/status/1996835487898821037)  2025-12-05T06:54Z 29.8K followers, XXX engagements


"Lmao $four levering up the balance sheet even more These guys are doubling down on their M&A strategy Even when the market punishes the entire payments sector Gotta commend the conviction Lets see if it pays off for them"  
[X Link](https://x.com/zoomyzoomm/status/1996859602386976988)  2025-12-05T08:30Z 29.9K followers, 1647 engagements


"Jesus fucking Christ"  
[X Link](https://x.com/zoomyzoomm/status/1996888243485528093)  2025-12-05T10:23Z 30.1K followers, 9976 engagements


"The beginning of the end for $nflx"  
[X Link](https://x.com/zoomyzoomm/status/1996920214228000856)  2025-12-05T12:30Z 29.9K followers, 1397 engagements


"😭😭 this CANT be real $tlt"  
[X Link](https://x.com/zoomyzoomm/status/1997071516987805898)  2025-12-05T22:32Z 29.6K followers, 2497 engagements


"jesus christ"  
[X Link](https://x.com/zoomyzoomm/status/1997102196853514639)  2025-12-06T00:34Z 29.8K followers, XXX engagements


"Short $gtlb I guess"  
[X Link](https://x.com/zoomyzoomm/status/1997118687049142712)  2025-12-06T01:39Z 30.1K followers, XXX engagements


"We are seeing a MASSIVE dispersion in the 30y yield vs the 1y yield. With the $VIX near all time lows. Before the fed started cutting rates these two were basically the same yield. Something is not adding up"  
[X Link](https://x.com/zoomyzoomm/status/1997200118538453090)  2025-12-06T07:03Z 29.8K followers, XXX engagements


"Is the stock market a bubble 🧵 All signs point to yes. Breakdowns of returns by segment: Revenue growth: 5.1%. Margin expansion: 2.6%. Multiple expansion: 2.8%. Dividends: 1.9%. Total return: 13%. Multiple expansion + margin expansion are generally "one off.""  
[X Link](https://x.com/zoomyzoomm/status/1997470754859057348)  2025-12-07T00:58Z 29.9K followers, XXX engagements


"Everyone dunking on this post severely misunderstands the ramifications of people NOT buying US treasuries. Bond prices down = bond yields up Bond prices up = bond yields down. If people do NOT buy US treasuries (less demand for bonds) this will send bond prices down and bond yields up. US treasuries are basically a proxy for the risk free rate. Higher bond yields = a higher risk free rate. This is what virtually EVERY SINGLE ASSET uses as a baseline. If you can make X% risk free why would you bother investing in high risky stuff The entire risk curve shifts to the right. Suddenly investors"  
[X Link](https://x.com/zoomyzoomm/status/1997478711944413216)  2025-12-07T01:30Z 29.9K followers, 1790 engagements


"We want lower bond yields. Imagine what equity markets would look like with the 10Y Yield at 6%+ lmfao"  
[X Link](https://x.com/zoomyzoomm/status/1997480043384324320)  2025-12-07T01:35Z 29.9K followers, 1345 engagements


"@bennpeifert agree w/ u tho that lower bond yields imply weakening growth inflation and recession risk Having said that I'd argue structurally higher inflation (eg 5-7%) would screw the lower/middle class a lot more than GDP 2%"  
[X Link](https://x.com/zoomyzoomm/status/1997480916525240460)  2025-12-07T01:38Z 29.8K followers, XX engagements


"Bond yields have acted weirdly the entire year. Growth is weakening. Inflation is falling. Unemployment is rising. These three factors would typically lead to lower yields on the lower end of the curve. Yet the long end is actually rising. Is it really Japan selling UST"  
[X Link](https://x.com/zoomyzoomm/status/1997481636557197537)  2025-12-07T01:41Z 29.9K followers, XXX engagements


"@great_martis Hard to see equities not selling of bigly if yields continue to grind higher What terminal multiple should equities be at if the 10Y rises to 5-6%"  
[X Link](https://x.com/zoomyzoomm/status/1997516712376463823)  2025-12-07T04:01Z 29.9K followers, XXX engagements


"People saying lower rates are good for equities are misguided. Lower LONG rates are good for equities. Lower long yields = higher terminal equity multiples. But since Powell started cutting short term rates the long end has actually gone UP. AKA equity multiples down"  
[X Link](https://x.com/zoomyzoomm/status/1997518119565512832)  2025-12-07T04:06Z 29.9K followers, XXX engagements


"One of two things will happen: Either long rates eventually come down and equities stay high Or equities dump while the long yield grinds higher. No in between"  
[X Link](https://x.com/zoomyzoomm/status/1997518354270372263)  2025-12-07T04:07Z 29.9K followers, XXX engagements


"@WahlstromGrant Would make sense if Japan was dumping UST But if true would mean this jump in yields is short lived"  
[X Link](https://x.com/zoomyzoomm/status/1997520073431613613)  2025-12-07T04:14Z 30.1K followers, XX engagements


"Cheat Sheet for bond yields and their impact on the yield curve"  
[X Link](https://x.com/zoomyzoomm/status/1997566208942731301)  2025-12-07T07:17Z 29.9K followers, XXX engagements


"We definitely short $cvna here right"  
[X Link](https://x.com/zoomyzoomm/status/1997842514225836394)  2025-12-08T01:35Z 30.1K followers, XXX engagements


"And $CFLT is gone Was $IBM Francisco Partners but close enough Waiting on $ESTC $S $GTLB up next on the chopping block"  
[X Link](https://x.com/zoomyzoomm/status/1997882513201782868)  2025-12-08T04:14Z 30K followers, 1656 engagements


"Call me crazy but US treasuries look like a "one-way bet" as @standuquesne would call them. The fed cannot let the long end rise more than 5.5-6% (from XXX% today). The interest expense would cripple the USA. This is effectively a "backstop" for bond investors like $TLT"  
[X Link](https://x.com/zoomyzoomm/status/1997895578475446619)  2025-12-08T05:06Z 30.1K followers, 1886 engagements


"Per Bloomberg Quant the move in bond yields is primarily being driven by risk on/off (rather than fundamental demand/supply dynamics) $tlt"  
[X Link](https://x.com/zoomyzoomm/status/1998152596092342477)  2025-12-08T22:07Z 30.1K followers, 1647 engagements


"POV: You greenlit $NVDA H200 exports to your #1 geopolitical rival"  
[X Link](https://x.com/zoomyzoomm/status/1998288908564697134)  2025-12-09T07:09Z 30.1K followers, XXX engagements


"If Piers Morgan was shaming a WOMAN for being a virgin at XX he would be cancelled instantly"  
[X Link](https://x.com/zoomyzoomm/status/1998315230812913802)  2025-12-09T08:54Z 29.9K followers, XXX engagements


"@BlakeFox7 Its either inflate the debt/currency away or austerity/recession Governments choose inflating the debt away every day"  
[X Link](https://x.com/zoomyzoomm/status/1998342690614976553)  2025-12-09T10:43Z 30.1K followers, XX engagements


"Hedgeye Top Performing Longs $SITM Sitime XXXXX% $GOOGL Alphabet XXXX% $TXG 10x Genomics XXXX% $MPLX MPLX XXXX% $PLNT Planet Fitness XXXX% $VMC Vulcan Materials XXXX% $HQY HealthEquity XXX% $VIK Viking XXX% $RH RH XXX% $DIDY Didi XXX% $CASY Casey's General Stores XXX% $MGM MGM Resorts XXX% $FICO Fair Isaac XXX% $WFC Wells Fargo XXX% $META Meta Platforms -XXX% $ULS UL Solutions -XXX% $FWRG First Watch -XXX% $SN SharkNinja -XXX% $GEL Genesis Energy -XXX% $NFLX Netflix -XXX% $DPZ Domino's Pizza -XXX% $SNOW Snowflake -11.0%"  
[X Link](https://x.com/zoomyzoomm/status/1993090226370335050)  2025-11-24T22:51Z 30.1K followers, XXX engagements


"be Michael Burry born 1971 in San Jose CA age X get eye cancer lose the whole thing rock a glass eye have no depth perception but still play football high school: Santa Teresa ace everything zero friends (for the character arc) 1990s: UCLA econ + pre-med obsessed with stocks start posting value picks on obscure forums become message board mod get noticed by Vanguard and Joel Greenblatt start a fund 1997: Vanderbilt med school MD achievement unlocked Work as a doctor while moonlighting as Dr. Doom on stock forums Stanford residency in neurology gets bored of med quit med career take entire"  
[X Link](https://x.com/zoomyzoomm/status/1993915420634697780)  2025-11-27T05:30Z 30.1K followers, 3M engagements


"China tech basically been trading flat for the last X months $BABA $PDD $BIDU $JD $KWEB $BILI etc. unclear whether this continues ripping given China macro isn't doing too well (and stimulus has yet to materialize)"  
[X Link](https://x.com/zoomyzoomm/status/1994278343446085775)  2025-11-28T05:33Z 30.1K followers, XXX engagements


"thought it was time to run my "Rule of XX Dirt Cheap" screener: XX% NTM revenue growth XX% FCF margins XX% EBITDA margins 6x NTM EV/Revenue $TEAM Atlassian $AVPT Avepoint $CLSK Cleanspark $DUOL Duolingo $GEN Gen Digital $GLBE Global-e $GRND Grindr $KSPI Kaspi $TKO TKO"  
[X Link](https://x.com/zoomyzoomm/status/1994928706893304119)  2025-11-30T00:37Z 30.1K followers, XXX engagements


"6 long ideas for 2026 Long $adbe SaaS has been indiscriminately sold off this year and any unwind in the AI trade is likely to be positive for legacy SaaS. $adbe trades at c. 10x EBITDA and is best placed to roll out AI into existing F500 and SMB clients. Long $nvda The death of NVIDIA by $avgo and $GOOG is overblown. $NVDA has barely started their dominance with Blackwell and Rubin and is currently trading at record low valuations vs the last X years (20x EBITDA). Technology follows power laws and always accrues to the #1 player. Thats $nvda. We are in the 3rd inning with AI. stay long the"  
[X Link](https://x.com/zoomyzoomm/status/1995240759960973702)  2025-11-30T21:17Z 30.1K followers, 49.1K engagements


"@MartinShkreli Trade 13: Long Chart Industries. Rationale: Industrial gases focus. Positioning: Long $GTLS. Profitable Trade Yes (marginally). Commentary: $GTLS got acquired. Still a net positive trade"  
[X Link](https://x.com/zoomyzoomm/status/1995305305853562977)  2025-12-01T01:33Z 30.1K followers, 3895 engagements


"@MartinShkreli Trade 19: Long Banks & Financials. Rationale: Regionals & fast finance (incl. KRE UWMC). Positioning: Long $KRE $UWMC; short Euro banks. Profitable Trade No. Severe losses. Commentary: $KRE up 5%. Euro banks ripped 60%+. Significant losses on this pair trade"  
[X Link](https://x.com/zoomyzoomm/status/1995307447536484446)  2025-12-01T01:42Z 30.1K followers, 3466 engagements


"The one-way bet for the rest of the decade LONG POWER. Independent power producers (eg $NEE $VST $CEG) can charge whatever they want. Hyperscalers are going balls deep to secure future supply (often paying 2/3/4x spot nuclear prices)"  
[X Link](https://x.com/zoomyzoomm/status/1995631252926599487)  2025-12-01T23:09Z 30.1K followers, 4046 engagements


"Broken Compounders $SNPS Synopsys $CVLT Commvault $MSTR Strategy $KTOS Kratos $CDE Coeur Mining $SMCI Super Micro $ELF e.l.f. Beauty $CELH Celsius $FFIV F5 $HIMS Hims & Hers $RIOT Riot Platforms $MARA MARA $ASTS ASTS $MP MP Materials $ORCL Oracle"  
[X Link](https://x.com/zoomyzoomm/status/1996423274444779865)  2025-12-04T03:36Z 30.1K followers, XXX engagements


"How have we not been in a proper recession since 2009"  
[X Link](https://x.com/zoomyzoomm/status/1996539255007637794)  2025-12-04T11:17Z 30.1K followers, 1016 engagements


"@QualityInvest5 Exit $ASML and double down on $ADBE IMO"  
[X Link](https://x.com/zoomyzoomm/status/1996810009452409047)  2025-12-05T05:12Z 30.1K followers, XXX engagements


"While the 30Y Yield is largely unchanged in 2025 The 5Y Yield is down 16%. Remarkable divergence. The fed clearly yanking the front end down while the bond market calling bullshit on the long end. $FVX $TYX"  
[X Link](https://x.com/zoomyzoomm/status/1996834603122991326)  2025-12-05T06:50Z 30.1K followers, XXX engagements


"It's 1981 Volcker just raised interest rates to XX% You put your entire net worth into XX year bonds You hold these for XX years You retire on a beach You come back in 2011 You sidestepped the dot com bubble and the GFC You just made XXXX% a year risk-free for 30Y"  
[X Link](https://x.com/zoomyzoomm/status/1997835033315606960)  2025-12-08T01:06Z 30.1K followers, 225.4K engagements


"OpenAI Generates XX billion of revenue. Yet they've committed $XXX TRILLION (70x their revenue) To players like $NVDA $AMD $AVGO $ORCL $MSFT $AMZN $CRWV etc. Call me skeptical"  
[X Link](https://x.com/zoomyzoomm/status/1997956728919613648)  2025-12-08T09:09Z 30.1K followers, 1301 engagements


"What moves the long end GIP. Growth. Inflation. Policy. Descending importance in that order. Yields are rising like we're going to get: re-accelerating growth X% inflation A fiscal policy blunder Do you agree"  
[X Link](https://x.com/zoomyzoomm/status/1998181071075303784)  2025-12-09T00:01Z 30.1K followers, XXX engagements


"Does the Goldman Sachs AI Leaders Basket continue to outperform The X AI stocks: Nvidia $NVDA Palantir $PLTR Oracle $ORCL Microsoft $MSFT Vertiv $VRT GE Vernova $GEV Constellation $CEG Vistra $VST Since the launch of ChatGPT in 2022 this basket has returned XXX% a year"  
[X Link](https://x.com/zoomyzoomm/status/1998270211011854357)  2025-12-09T05:55Z 30.1K followers, XXX engagements


"This is like a modern day OG Warren Buffett cigar butt $adbe"  
[X Link](https://x.com/zoomyzoomm/status/1998346624716902518)  2025-12-09T10:58Z 30.1K followers, XXX engagements


"@MataeQ @sama He wants to regulate the whole industry because thats his #1 reason for starting Anthropic - Safety. He literally left OpenAI because of safety concerns. Its his whole reason for starting Anthropic in the first place"  
[X Link](https://x.com/zoomyzoomm/status/1998363165038702949)  2025-12-09T12:04Z 30.1K followers, XXX engagements


"If OpenAI or SpaceX actually gets a $1T+ IPO off I'm actually hitting the "selling everything" button on IBKR"  
[X Link](https://x.com/zoomyzoomm/status/1998531881386782994)  2025-12-09T23:15Z 30.1K followers, XXX engagements


"brb max leveraged long $ASTS $RKLB"  
[X Link](https://x.com/zoomyzoomm/status/1998561815555658019)  2025-12-10T01:14Z 30.1K followers, XXX engagements


"@CedarStResearch If long yields keep rising. equities NGMI"  
[X Link](https://x.com/zoomyzoomm/status/1997837232397521403)  2025-12-08T01:14Z 30.1K followers, 12.4K engagements


"@StPeteBrando @sama That work goes to consulting firms like Accenture or MBB/big X Which are X% of the GDP/employment they will be destroying via job losses and loss of household spending lol"  
[X Link](https://x.com/zoomyzoomm/status/1998349396954804366)  2025-12-09T11:09Z 30.1K followers, 4913 engagements


"be Gavin Baker get fired by Fidelity for sexual harassment marry a XX year old insubordinate coworker whos XX years younger than you Holy fuck how am I just finding out about this stuff now"  
[X Link](https://x.com/zoomyzoomm/status/1998506094977806750)  2025-12-09T21:32Z 30.1K followers, 82.1K engagements


"Imagine if the fed doesn't cut rates tomorrow"  
[X Link](https://x.com/zoomyzoomm/status/1998536025363329029)  2025-12-09T23:31Z 30.1K followers, XXX engagements


"The Fintwit Fifteen (Consensus non-consensus picks) $PYPL - PayPal $DUOL - Duolingo $FOUR - Shift4 $FI - Fiserv $NVO - Novo Nordisk $AMZN - Amazon $GTLB - Gitlab $META - Meta $NVDA - NVIDIA $TSM - TSMC $ADBE - Adobe $CRM - Salesforce $SE - Sea $MELI - MercadoLibre $GRAB - Grab"  
[X Link](https://x.com/zoomyzoomm/status/1998590265918107714)  2025-12-10T03:07Z 30.1K followers, XXX engagements


"What if $ORCL and $ADBE both miss earnings AND the fed implodes the market Could be pretty bloody. Bookmark it"  
[X Link](https://x.com/zoomyzoomm/status/1998542204818911361)  2025-12-09T23:56Z 30.1K followers, XXX engagements


"Meritech think $ADBE is an AI winner 🤔"  
[X Link](https://x.com/zoomyzoomm/status/1998544182856790017)  2025-12-10T00:03Z 30.1K followers, XXX engagements


"I squinted and thought that was Candace Owens for a second lol"  
[X Link](https://x.com/zoomyzoomm/status/1998603777990123712)  2025-12-10T04:00Z 30.1K followers, XXX engagements


"Long $xle Short $nvda"  
[X Link](https://x.com/zoomyzoomm/status/1998605546229006599)  2025-12-10T04:07Z 30.1K followers, XXX engagements


"Do you think JPM hired Todd just as a favor to Buffett No way this dude gets an exit opp with the horrendous track record he has right Seems like a golden parachute from Jamie Dimon himself"  
[X Link](https://x.com/zoomyzoomm/status/1998628566121197768)  2025-12-10T05:39Z 30.1K followers, XXX engagements