[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.]

[@_SeanDavid](/creator/twitter/_SeanDavid)
"Coming Soon - Quarterly Earnings Webcast - Tailwinds / Risks into 2026 Spoiler alert = we like 2026 setup"  
[X Link](https://x.com/_SeanDavid/status/1978635003270431063) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-16T01:32Z 20.9K followers, XXX engagements


"Fiserv data shows healthy spending in the US. September 2025 = +4.6% Y/Y vs September 2024 = XXX% Y/Y"  
[X Link](https://x.com/_SeanDavid/status/1974057092337082541) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-03T10:21Z 20.9K followers, XXX engagements


"Time to breakout $XYZ"  
[X Link](https://x.com/_SeanDavid/status/1976255381145002275) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-09T11:56Z 20.9K followers, 3151 engagements


"Remember sell side is rarely early. Often late. Then chases. When the chase is on you go the other way. Chase hasnt even started. Data we tracking UBS starting to see. $XYZ"  
[X Link](https://x.com/_SeanDavid/status/1977454392401072200) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-12T19:20Z 20.9K followers, 2017 engagements


"App check: Cash App #1 this Sunday night $XYZ"  
[X Link](https://x.com/_SeanDavid/status/1977525448260071668) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-13T00:03Z 20.9K followers, 3394 engagements


"This is AI in a nutshell. This is why we need compute. To compute massive matrices. All in parallel all day every day"  
[X Link](https://x.com/_SeanDavid/status/1978801356749070463) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-16T12:33Z 20.9K followers, XXX engagements


"Sports betting going global"  
[X Link](https://x.com/_SeanDavid/status/1978944237614907621) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-16T22:00Z 20.9K followers, XXX engagements


"Mister Car Wash Earnings are In $MCW Strong quarter as they saw back to back X% comps. Revenue: $262M (+9.4% Y/Y) record high Same-store sales: +6.0% holding firm from Dec-24 and well above full year at XXX% - 3%. UWC: 2.2M members (73% of sales) Strongest member add in X qtrs. Retail sales per location ticked up Operating margin: XXXX% OCF trailing 12M: $278M new peak OCF margin: XXXX% best in X years Store count: XXX with +36 Y/Y openings Labor + chemical % of sales: XXXX% down from peak of XXXX% in Sep-23 All really good. Lets get to the call"  
[X Link](https://x.com/_SeanDavid/status/1917680863178822014) [@_SeanDavid](/creator/x/_SeanDavid) 2025-04-30T20:42Z 20.9K followers, XXX engagements


"Retail traffic drives Mister Car Wash $MCW subscriptions. So growth in retail is likely driver to X qtr best net member adds"  
[X Link](https://x.com/_SeanDavid/status/1917682369718321549) [@_SeanDavid](/creator/x/_SeanDavid) 2025-04-30T20:48Z 20.9K followers, XXX engagements


"Looks like everything $PINS was trying to be"  
[X Link](https://x.com/_SeanDavid/status/1972817508454551890) [@_SeanDavid](/creator/x/_SeanDavid) 2025-09-30T00:15Z 20.9K followers, 1961 engagements


"Nice to see Clear on the list: As per Fiscal Ai There are only X software companies in the US with: 1.) At least XX% Free Cash Flow Margins And 2.) Expected revenue growth of XX% $YOU"  
[X Link](https://x.com/_SeanDavid/status/1968330621899403280) [@_SeanDavid](/creator/x/_SeanDavid) 2025-09-17T15:06Z 20.9K followers, 1360 engagements


"The human brain runs on just XX watts about the power of a dim light bulb. Yet it manages XX billion neurons coordinating sensory input recognition and reasoning. Shocker what AI does. AI is nowhere near that level of efficiency though. Todays models require massive compute data centers and energy just to approximate a fraction of what our brains do effortlessly. So then the benchmark for AI isnt just intelligence its efficiency and adaptability"  
[X Link](https://x.com/_SeanDavid/status/1979616980438008028) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-18T18:34Z 20.9K followers, 1187 engagements


"Another DeepSeek moment Alibaba Cloud claims to cut Nvidia GPU use by 82%. They apparently built a new GPU pooling system that lets many large language models share the same hardware In testing it dropped usage from 1192 GPUs to just XXX roughly an XX% efficiency gain. $NVDA"  
[X Link](https://x.com/_SeanDavid/status/1980052422690013291) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-19T23:24Z 20.9K followers, 3565 engagements


"Sunday Cash App check. #1 @CashApp $XYZ"  
[X Link](https://x.com/_SeanDavid/status/1980093678552076322) [@_SeanDavid](/creator/x/_SeanDavid) 2025-10-20T02:08Z 20.9K followers, XXX engagements