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[@BlueDuckCap](/creator/twitter/BlueDuckCap)
"Blue Duck Capital HQ CIO seat. AMA"  
[X Link](https://x.com/BlueDuckCap/status/1978161828711854526) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T18:11Z 13.2K followers, 76.9K engagements


"Just know folks - if you want to start your own HF - and can work relentlessly hopefully having paid some dues already - and have a knack for picking trends and some common sense and know how to read a cashflow statement and have just a little capital - do it I can give my advice on how. But there will always be douche bags like RiverRoad who want to tear you down and mock you. Thats ok F em Let the performance do the talking"  
[X Link](https://x.com/BlueDuckCap/status/1978287707018363156) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T02:31Z 13.2K followers, 136.8K engagements


"$AIRS setup is notable. I can't get any locate in the stock (I am long but testing the market). We think the short interest is around XX% of the tradable float w/ X weeks+ to cover. Borrow on the stock is nearly XXX% annualized. We have also seen real signs of the market turning for discretionary aesthetic procedures.reported by their own lead volume but also channel checks (below). Leads will always come before case growth. We also know that they have a massive opportunity in skin tightening due to GLP1 rapid weight loss which is NOT in the stock and a new CEO (who we like a lot - awesome"  
[X Link](https://x.com/BlueDuckCap/status/1974113968072634593) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-03T14:07Z 13.2K followers, 11.9K engagements


"Got some inbound from bears when posted this. Now not so much. $AIRS"  
[X Link](https://x.com/BlueDuckCap/status/1978537977773998436) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T19:06Z 13.2K followers, 7153 engagements


"*WALMART SHARES CLOSE AT RECORD HIGH UP 5%. @JeffBezos @ajassy this is you guys getting smoked by $WMT. FYI. $AMZN"  
[X Link](https://x.com/BlueDuckCap/status/1978191705225527564) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T20:10Z 13.2K followers, 10.9K engagements


"I could be wrong and obviously have been wrong before. But USUALLY my reads on this stuff have been money good. In this case - I don't think the tape rolls over hard until Chanos the ex JPM quant guru dude and all the other "smart" but never make you $ Fintwit/macro guys capitulate. Still not seeing it. FWIW"  
[X Link](https://x.com/BlueDuckCap/status/1978587298553036889) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T22:22Z 13.2K followers, 34.2K engagements


"Would love to hear from any frustrated $AMZN employees who were hired X years ago w/ a X year options vesting plan that has not panned out as "modeled" by the company. My bet is that internally there's considerable frustration"  
[X Link](https://x.com/BlueDuckCap/status/1978946991649390833) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T22:11Z 13.2K followers, 27.6K engagements


"A lot of people agree. The next tentpole w the balls to abandon any sense of woke indoctrination will be a blockbuster. The next studio to embrace this as a creative strategy for more films than not will absolutely crush it. Until then - were short $cnk"  
[X Link](https://x.com/BlueDuckCap/status/1968472054015082581) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-09-18T00:28Z 13.2K followers, 3485 engagements


"We are long Mobilicom $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt"  
[X Link](https://x.com/BlueDuckCap/status/1971560276832251971) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-09-26T12:59Z 13.2K followers, 82.9K engagements


"Big progress at Mobilicom. $MOB"  
[X Link](https://x.com/BlueDuckCap/status/1977739741668782312) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-13T14:14Z 13.2K followers, 8358 engagements


"@goblincharts $AMZN and $BTI both in the 7-8% range"  
[X Link](https://x.com/BlueDuckCap/status/1978178755932594383) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-14T19:19Z 13.2K followers, 1053 engagements


"@partners_road X years - no down years - high teens ARR. XXX sharpe. 1/2 the vol of the market. Dont use leverage except on occasion. Basically a dream return stream ( so far). Dont want your $ though big shot anonymous hedge fund PM - at least I put myself out there"  
[X Link](https://x.com/BlueDuckCap/status/1978281911345631572) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T02:08Z 13.2K followers, 11.9K engagements


"@PricedToZero ha lotta Qs here.yes - i like them and recommend always having notepads handy to jot stuff down quick"  
[X Link](https://x.com/BlueDuckCap/status/1978488361502601473) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-15T15:49Z 13.2K followers, XX engagements


"@robert26398047 @ajassy Wish I knew"  
[X Link](https://x.com/BlueDuckCap/status/1978620142721376396) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T00:32Z 13.2K followers, XXX engagements


"@FischerRandom1 S&P up like XX% YTD . Iwm finally broke out. The word bubble is overused. Pockets of mania Yes. Giant bubble Maybe but definitely not for sure and if it is probably not over an imminent pop"  
[X Link](https://x.com/BlueDuckCap/status/1978633281013789126) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T01:25Z 13.2K followers, XXX engagements


"@dorse054 @ajassy So far seems to be a misstep"  
[X Link](https://x.com/BlueDuckCap/status/1978620746474955205) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T00:35Z 13.2K followers, XXX engagements


"@optionsly U buy a $30k Rolex. Feels good. Then your buddy buys a $50k Rolex. I personally would not care but a lot of people get bothered by stuff like that. Irked. Its human nature"  
[X Link](https://x.com/BlueDuckCap/status/1978959471348240536) [@BlueDuckCap](/creator/x/BlueDuckCap) 2025-10-16T23:01Z 13.2K followers, XXX engagements