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[@AustinH26415112](/creator/twitter/AustinH26415112)
"Im sure its nothing $FNMA $FMCC U.S. Federal Housing Requests Input on New Strategic Plan FHFA"  
[X Link](https://x.com/AustinH26415112/status/1978639914142183683) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-16T01:51Z 1139 followers, XXX engagements


"@hoomansv @robert26398047 Im not hiding the ball - the chart can be easily found. Im just not going to debate with someone who wont even read a response calling it too long when it was less than XXX words. The only thing worse than your argument is your manners"  
[X Link](https://x.com/AustinH26415112/status/1979290433139438080) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-17T20:56Z 1138 followers, XX engagements


"At the very end it seems like they are hinting at a Gemini x Salesforce product"  
[X Link](https://x.com/AustinH26415112/status/1979315798658421258) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-17T22:37Z 1137 followers, XXX engagements


"My guess is that Buffetts secret stock could be Ecolab $ECL. It fits his value-oriented style is about the right sized MC and his good buddy Mr Gates owns a large chunk of the company. Just a guess for fun"  
[X Link](https://x.com/AustinH26415112/status/1955433311163252811) [@AustinH26415112](/creator/x/AustinH26415112) 2025-08-13T00:56Z 1139 followers, XXX engagements


"@samsolid57 Cool piece CNBC did XX months ago on the Arizona fab"  
[X Link](https://x.com/AustinH26415112/status/1979932993511707075) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T15:29Z 1122 followers, XXX engagements


"@HGWellsFargo @amir Then I guess all the hyperscalers simultaneously decided they all hate making money. Just kidding. They all are grateful to Nvidia and increase their purchases because the chips help them make more"  
[X Link](https://x.com/AustinH26415112/status/1980139341830893808) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T05:09Z 1126 followers, XX engagements


"This doesnt sound like someone who wants a trade war. I think theyll get it sorted out"  
[X Link](https://x.com/AustinH26415112/status/1980181668674855268) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T07:57Z 1122 followers, XXX engagements


"$FIX was +17% in September given the large amount of announcements around data center buildout. Most will fail to sharpen their pencil on this easy-to-overlook company that has always been excellent. Now here they are catching the big wave. 🌊🏄♂ This isnt some tiny company as they did $7.5B in revenue in the last XX months. They currently have a $29B MC making them bigger then MongoDB $MDB Zoom $ZM and Affirm $AFRM. No there arent any fireworks - But I believe in companies that get results. Matter of fact I think flying under the radar can actually give way to opportunity. They are now"  
[X Link](https://x.com/AustinH26415112/status/1973165927345868852) [@AustinH26415112](/creator/x/AustinH26415112) 2025-09-30T23:19Z 1126 followers, 5197 engagements


"Almost all the negative sentiment I am seeing on $AMZN is related to the price action and nothing to do with the business. Reminds me of $GOOG & $SOFI right before they made their moves. People called them an opportunity cost and let the price action dictate their long-term outlook. I believe this approach is foolish - Short term voting machine long term weighing machine etc etc This is my second largest holding (11.5%) and I bought more today. This is not investment advice - do your own research. A few considerations: -Jeff is not checked out like some have assumed; XX months ago he stated"  
[X Link](https://x.com/AustinH26415112/status/1978383857834742138) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-15T08:54Z 1123 followers, 50.2K engagements


"@teechongyen Did you watch the most recent Beekshire meeting He is XX and no way is he pulling the trigger anymore. You should also note that not every company in their portfolio has a moat. For example Constellation Brands doesnt have one at all"  
[X Link](https://x.com/AustinH26415112/status/1978398333959122951) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-15T09:51Z 1123 followers, XX engagements


"@invest091 The last two steps $FNMA $FMCC"  
[X Link](https://x.com/AustinH26415112/status/1979933738936217907) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T15:32Z 1125 followers, XXX engagements


"@cones098780627 I agree with him that Tom Lee is the right person to try to pull this off and I think Founders Fund having XXX mil shares/$280M invested certainly is interesting"  
[X Link](https://x.com/AustinH26415112/status/1979967629445247327) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T17:47Z 1134 followers, XX engagements


"@tonik321 @CathieDWood Blackrock Vanguard and State Street dont always vote the way active investors want them to so Cathie calls them socialist- lol"  
[X Link](https://x.com/AustinH26415112/status/1980282910562562120) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T14:40Z 1133 followers, XXX engagements


"@nxt888 Worst tweet of the year. They just committed a genocide have zero freedom of speech they dont hold elections and just annexed Free Hong Kong"  
[X Link](https://x.com/AustinH26415112/status/1980359244554895783) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T19:43Z 1144 followers, XXX engagements


"Guys are we sure $UBER is dead"  
[X Link](https://x.com/AustinH26415112/status/1978138028314128582) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-14T16:37Z 1155 followers, 5045 engagements


"$FNMA $FMCC This is meant to be easy to digest look into Fannie and Freddie. These tickers currently trade OTC and represent a special circumstance opportunity which Ill explain below. Not financial advice. Lets begin. A) Why you should care To oversimplify Fannie and Freddie buy mortgages from originators bundle them and sell them as MBS guaranteeing the loans. Think of them as insurance for MBS paper. Having insurance on that paper lowers the risk level and increases the liquidity of the larger mortgage market. These two companies have a duopoly and are an integral part of the mortgage"  
[X Link](https://x.com/AustinH26415112/status/1980673296472723930) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T16:31Z 1155 followers, 7855 engagements


"@CQXAccount @JEyal_RUSI @haugejostein Meanwhile China stating we will invade Taiwan to reunify China and doing drills practicing such"  
[X Link](https://x.com/AustinH26415112/status/1979978448946057256) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T18:30Z 1137 followers, XX engagements


"You would be incorrect. I understand her dumb point perfectly fine. Shes trying to jedi mind trick people that passive investing is somehow socialism despite buying equities being a very capitalistic thing to do because shes upset that Vanguard and Blackrock dont vote with her"  
[X Link](https://x.com/AustinH26415112/status/1980268002554827106) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T13:40Z 1137 followers, XX engagements


"@QualityInvest5 I think Adobe will end up being more of a Salesforce/Paypal value pit than an incorrectly disrespected Google or Uber"  
[X Link](https://x.com/AustinH26415112/status/1980325560095240318) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T17:29Z 1139 followers, XXX engagements


"Sure - however they are getting that revenue growth through exercising their upselling & pricing power. You could say they are successfully boiling the frog but the other side of the coin is that they are creating resentment with many of their customers who now have viable alternatives. The products they are coming out with arent step-change improvements which is important if you ever want to see significantly more than XX% topline particularly given the competition circling"  
[X Link](https://x.com/AustinH26415112/status/1980335213629874620) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T18:08Z 1139 followers, XX engagements


"@mply_cap $AMC"  
[X Link](https://x.com/AustinH26415112/status/1980428986858737844) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T00:20Z 1149 followers, XXX engagements


"$APP On November XX 2024 Muddy Waters Research put out a short report on $ELF. Its been almost a year now - The stock was $XXX and is now $XXX. On June XX 2024 they put out a short report on $ERFSF. The stock was at $XX and now is at $XX. On Jan XX 2025 they put out a short report on $FTAI. The stock was $XXX and is now $XXX. On March XX 2025 they shorted $APP. The stock was $XXX and is now $XXX. Why should we listen to them"  
[X Link](https://x.com/AustinH26415112/status/1976036607892631838) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-08T21:26Z 1148 followers, 5635 engagements


"So when Jensen guides to datacenter buildout by 2030 with a real product that just did $165B ARR growing at XX% you call it a speculative and cyclical - But when Marc cant even grow double digits and is having to acquire product you believe his guide to 2030 One of these companies beats analysts expectations every single quarter by the way while the other complains on podcasts about Palantirs price sheet. Jensen is far superior to Marc & youre choosing to doubt Jensen but believe Marc"  
[X Link](https://x.com/AustinH26415112/status/1978961126248583220) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-16T23:07Z 1153 followers, 2607 engagements


"@amitisinvesting Shoutout to Samantha"  
[X Link](https://x.com/AustinH26415112/status/1979338176344002922) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-18T00:06Z 1153 followers, 10.5K engagements


"I have many friends who are getting involved with these projects & I wish them well. There seems to be only bullish takes so allow me to add my perspective. $BMNR -Treasury companies create zero intrinsic value. They dont produce anything and have no earnings. If they did create value like a real company youd see treasury companies for every asset that goes up and the to the right but you dont - why is that Well they are temporary in nature- They only work when the asset goes up and quickly implode when it does not. As we all know price action is bidirectional and yes even in a bull market"  
[X Link](https://x.com/AustinH26415112/status/1979952099694924099) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T16:45Z 1153 followers, XXX engagements


"@Kathleen_Tyson_ Nearly every time I see someone opposing Palantir who is a software company same as Microsoft their timeline is riddled with pro-Hamas propaganda. It must be really effective for you guys to want to smear them so badly. 😂"  
[X Link](https://x.com/AustinH26415112/status/1979984814343393739) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T18:55Z 1153 followers, XXX engagements


"@amitisinvesting This is the big domino to fall. If/When they dont nag at all and take liability for accidents they can bundle it with Tesla Insurance and scale robotaxi"  
[X Link](https://x.com/AustinH26415112/status/1979989365570097597) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T19:13Z 1153 followers, XXX engagements


"Meanwhile state regulators including staff from the attorneys general from Delaware Oregon and Connecticut have reached out to multiple short sellers seemingly as part of a preliminary investigation into AppLovin $APP"  
[X Link](https://x.com/AustinH26415112/status/1979994114172334187) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T19:32Z 1153 followers, XXX engagements


"@amitisinvesting Didnt Andrew Ross Sorkin just tell us on Chamaths very own podcast- X days ago that journalists arent allowed to hold individual securities How can they sponsor a SPAC"  
[X Link](https://x.com/AustinH26415112/status/1980014344852340991) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T20:53Z 1153 followers, 7143 engagements


"$GOOG $NVDA"  
[X Link](https://x.com/AustinH26415112/status/1980304096323325983) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T16:04Z 1153 followers, XXX engagements


"@amitisinvesting People claiming bubble must not have listened to earnings calls or read the income statements. Anyone who has done both of those things wouldnt say such nonsense"  
[X Link](https://x.com/AustinH26415112/status/1980383999748112793) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T21:21Z 1155 followers, 2810 engagements


"@muddywatersre @accrued_int @nypost $ELF you went short at $XXX now $XXX $ERFSF. You went short at $XX and now is at $XX. $FTAI You went short at $XXX and is now $XXX. $APP You went short at $XXX and over double that today. But maybe this time really is different (sarcasm)"  
[X Link](https://x.com/AustinH26415112/status/1980633242329022864) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T13:52Z 1153 followers, XX engagements


"OpenAI is going to build a browser from scratch with an untrusted mgmt team that people dont want to give their data which there is a long list of valid reasons why. Really interesting they chose to not do this with Microsoft -improving Edge/Bing- who has global distribution but instead went their own route. They are even releasing this on Mac first. Perplexity also has their own browser named Comet that nobody (outside of tech investors) has heard of. Im not sweating this announcement one bit. Ill also note that in the presentation which they did live on Youtube they used Gmail Google Docs"  
[X Link](https://x.com/AustinH26415112/status/1980690455085150265) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T17:39Z 1153 followers, XXX engagements