[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.]

[@MetacriticCap](/creator/twitter/MetacriticCap)
"$SPGI vice-chairman is bearish ESG haha"  
[X Link](https://x.com/MetacriticCap/status/1981954701596754330) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-25T05:23Z 6740 followers, XXX engagements


"Alo Yoga logo is so weird. Insane it's socially accepted"  
[X Link](https://x.com/MetacriticCap/status/1979790168292016329) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-19T06:02Z 6740 followers, 1284 engagements


"Milei is an instrument of divine providence for Argentina"  
[X Link](https://x.com/MetacriticCap/status/1982690469814657197) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-27T06:06Z 6740 followers, XXX engagements


"@emollick The commitments and stock valuations of leaders like Nvidia and Broadcom are insanely leveraged to AGI. Google as a whole consumed only 2-3GW of critical IT infrastructure for the entire company in 2024. No way you can justify the levels of Capex we are talking about without AGI"  
[X Link](https://x.com/MetacriticCap/status/1979797752528953773) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-19T06:32Z 6740 followers, 8982 engagements


""Hey Mr. Sell side. Let's talk Netflix first. I don't understand why people are buying Netflix. They lose share every month in the U.S. and view hours are up X% despite revenue up 15%." "Me neither." "Great. Let's move to the next stock.""  
[X Link](https://x.com/MetacriticCap/status/1982460540883460152) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-26T14:53Z 6740 followers, 36.7K engagements


"@EventDrivenEddy NFLX was up XX% YTD after almost doubling in '24"  
[X Link](https://x.com/MetacriticCap/status/1982491487972773965) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-26T16:56Z 6740 followers, 1190 engagements


"You can't do this because there are good amounts of double counting. Search & YouTube are already really good because of deep learning and custom silicon and GCP already do some good revenue with Vertex AI & TPU rental. If you do Google DeepMind is like $250B like Anthropic and it's impossible to ascribe value to TPU"  
[X Link](https://x.com/MetacriticCap/status/1982979500821344703) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-28T01:15Z 6740 followers, XXX engagements


"The market isn't broken. DRAM spot +5%"  
[X Link](https://x.com/MetacriticCap/status/1983084457327268008) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-28T08:12Z 6740 followers, 2037 engagements


"$IT Gartner should buy AlphaSense"  
[X Link](https://x.com/MetacriticCap/status/1962899955774816414) [@MetacriticCap](/creator/x/MetacriticCap) 2025-09-02T15:26Z 6738 followers, 2170 engagements


"$ROP is one of the most inversely correlated stocks to AI in the entire market. Which is insane"  
[X Link](https://x.com/MetacriticCap/status/1973839066195243358) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-02T19:54Z 6739 followers, XXX engagements


"Basically some people have the view that Larry Page Mark Zuckerberg Elon Musk Dario Amodei and Sam Altman are making huge Capex commitments but not because they are AGI-pilled and believe in scaling laws but because they see the demand and something we don't know. They don't see much more than we do not know. They have 6-months visibility max ahead of us. They are making plans 3-years out"  
[X Link](https://x.com/MetacriticCap/status/1979798875041910883) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-19T06:36Z 6738 followers, 8173 engagements


"I am once again trying to understand what is the business case for Sequoia partners to make controversial political statements. Is it just that the best of the best venture capitalist talent likes to make political statements and it's just a cost of doing business"  
[X Link](https://x.com/MetacriticCap/status/1980953419461353533) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-22T11:04Z 6741 followers, 5663 engagements


"The GPUs could be used for XX years"  
[X Link](https://x.com/MetacriticCap/status/1982058798258049277) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-25T12:16Z 6739 followers, 1044 engagements


"Why you never see people complaining about VIE structures and applying governance discounts to companies that derive substantial amounts of their value from their business in China such as $AAPL $NKE and $SBUX"  
[X Link](https://x.com/MetacriticCap/status/1982326321356431750) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-26T05:59Z 6741 followers, XXX engagements


"@rwang07 Funny they don't use the tsmc brand"  
[X Link](https://x.com/MetacriticCap/status/1982426181468385397) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-26T12:36Z 6741 followers, XXX engagements


"@inglouriouscap You need a certain arrogance to want to work in capital markets. You need to believe you are smarter than the collective wisdom of the market"  
[X Link](https://x.com/MetacriticCap/status/1982593780604887100) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-26T23:42Z 6738 followers, XXX engagements


"@wolfejosh Wisdom Tree alongside with Bessemer Venture Partners in their infinite wisdom created the $WCLD if you want SaaS exposure"  
[X Link](https://x.com/MetacriticCap/status/1976237187474784735) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-09T10:43Z 6741 followers, XXX engagements


"@Jess_Riedel @peterwildeford Actually it is. It's literally a condition of their deal with Softbank. And we were talking small amounts $40B. They have a gap at least 3x larger. Dumb question. What percentage of a PBC the Non-profit keeping would make you think they get a good deal"  
[X Link](https://x.com/MetacriticCap/status/1979344778946073006) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-18T00:32Z 6741 followers, XX engagements


"The market isn't broken. DRAM spot +6%"  
[X Link](https://x.com/MetacriticCap/status/1982693026909892777) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-27T06:17Z 6741 followers, 1409 engagements


"@buccocapital I don't. It's like complaining Goldman Sachs is cooked because they don't do good in retail banking or that Wells Fargo is bad because they don't do good in Investment Banking"  
[X Link](https://x.com/MetacriticCap/status/1982990982875623663) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-28T02:01Z 6740 followers, 3397 engagements


"$GOOGL should just buy Broadcom Semiconductor / LSI at this point"  
[X Link](https://x.com/MetacriticCap/status/1983116433195516075) [@MetacriticCap](/creator/x/MetacriticCap) 2025-10-28T10:19Z 6740 followers, XXX engagements