[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@chat_SBC](/creator/twitter/chat_SBC) "R/R of retail stocks $OPEN $IREN $SBET are pretty good. Have 2-3x upside and perma bid that protect downside great charts vs random sw/internet stock that will drop XX% if they miss bogeys Even if you are a fundamental investor feels prudent to have 3-5% in them. Like $BTC $TSLA $PLTR they are religions and riskier to not own/UP than to own some. Esp if you believe in financial nihilism"  [@chat_SBC](/creator/x/chat_SBC) on [X](/post/tweet/1947011203597025356) 2025-07-20 19:10:19 UTC 1107 followers, 9603 engagements "Wild - only X years ago the pitch on ASML was "its as good as Adobe/Google". credit to @GavinSBaker for being early here"  [@chat_SBC](/creator/x/chat_SBC) on [X](/post/tweet/1945541909914497321) 2025-07-16 17:51:52 UTC 1107 followers, 10.9K engagements "@onodacapital1 these come to mind: $MAPS (weed) $XYZ (crypto) $FSLY (AI shitco NET)"  [@chat_SBC](/creator/x/chat_SBC) on [X](/post/tweet/1947413754049925552) 2025-07-21 21:49:54 UTC 1102 followers, XXX engagements "JAMF -XX% YTD on effectively zero estimate revisions. now 1.5x sales and 7x FCF. what's the fund bear case here"  [@chat_SBC](/creator/x/chat_SBC) on [X](/post/tweet/1948473743959048284) 2025-07-24 20:01:56 UTC 1108 followers, 8565 engagements "@pandawatch88 @TheLongHappy Just short BKNG as a way to play TCOM growth without the margin worries"  [@chat_SBC](/creator/x/chat_SBC) on [X](/post/tweet/1944604549496570069) 2025-07-14 03:47:08 UTC 1100 followers, XXX engagements "$AEO feels like a fade - meme somewhat forced and those buying it are chasing the meta in a stock they can value (vs. $SBET or $OPEN) so will be more rational w/profit taking vs true believers"  [@chat_SBC](/creator/x/chat_SBC) on [X](/post/tweet/1948361368219926959) 2025-07-24 12:35:23 UTC 1108 followers, 2177 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@chat_SBC
"R/R of retail stocks $OPEN $IREN $SBET are pretty good. Have 2-3x upside and perma bid that protect downside great charts vs random sw/internet stock that will drop XX% if they miss bogeys Even if you are a fundamental investor feels prudent to have 3-5% in them. Like $BTC $TSLA $PLTR they are religions and riskier to not own/UP than to own some. Esp if you believe in financial nihilism"
@chat_SBC on X 2025-07-20 19:10:19 UTC 1107 followers, 9603 engagements
"Wild - only X years ago the pitch on ASML was "its as good as Adobe/Google". credit to @GavinSBaker for being early here" @chat_SBC on X 2025-07-16 17:51:52 UTC 1107 followers, 10.9K engagements
"@onodacapital1 these come to mind: $MAPS (weed) $XYZ (crypto) $FSLY (AI shitco NET)" @chat_SBC on X 2025-07-21 21:49:54 UTC 1102 followers, XXX engagements
"JAMF -XX% YTD on effectively zero estimate revisions. now 1.5x sales and 7x FCF. what's the fund bear case here" @chat_SBC on X 2025-07-24 20:01:56 UTC 1108 followers, 8565 engagements
"@pandawatch88 @TheLongHappy Just short BKNG as a way to play TCOM growth without the margin worries" @chat_SBC on X 2025-07-14 03:47:08 UTC 1100 followers, XXX engagements
"$AEO feels like a fade - meme somewhat forced and those buying it are chasing the meta in a stock they can value (vs. $SBET or $OPEN) so will be more rational w/profit taking vs true believers" @chat_SBC on X 2025-07-24 12:35:23 UTC 1108 followers, 2177 engagements