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[@wazumi_cap](/creator/twitter/wazumi_cap)
"@FreezingFinTake $kkr has returned XXX% since that post Whats your point"  
[X Link](https://x.com/wazumi_cap/status/1976086312240415108) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-09T00:44Z XX followers, 2945 engagements


"@HatedMoats Incredibly bullish $adbe they are implementing AI tools that creators actually use (generative fill backgrounding). AI tools still not good at precise face edits so photoshop still needed $fig is a bigger threat to adbe than AI imo"  
[X Link](https://x.com/wazumi_cap/status/1977444761897427180) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-12T18:42Z XX followers, XXX engagements


"@buccocapital He saw the X% wacc and 2050 dcf for $oklo"  
[X Link](https://x.com/wazumi_cap/status/1978599814960201836) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-15T23:12Z XX followers, 1176 engagements


"$crm wont pump on OpenAI deals but pumped on a 2030 guide"  
[X Link](https://x.com/wazumi_cap/status/1978600504667312251) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-15T23:14Z XX followers, XXX engagements


"exit $gig XX for a loss"  
[X Link](https://x.com/wazumi_cap/status/1976656149756989687) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-10T14:28Z XX followers, XXX engagements


"$fds quick thesis: Their earnings guidance dip is due to reinvestment for growth not because rev is declining. I think they can earn it back if their AI tools attract customers and will be able to recover margins X years out. At a XX fwd PE this is a buy"  
[X Link](https://x.com/wazumi_cap/status/1977542323635671205) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-13T01:10Z XX followers, XX engagements


"$gig pumped fml need to learn to trust the scams"  
[X Link](https://x.com/wazumi_cap/status/1978481654462304273) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-15T15:22Z XX followers, XXX engagements


"@LootDropCapital Way undervalued bro its like 1/3 of the business and survives on its own Microsoft is like 3-5 fiefdoms united in a federation"  
[X Link](https://x.com/wazumi_cap/status/1979044039660818833) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-17T04:37Z XX followers, XX engagements


"Coatue and a16z reading this"  
[X Link](https://x.com/wazumi_cap/status/1979465992272253273) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-18T08:34Z XX followers, XXX engagements


"This is like the perfect fintwit baitpost btw X. Working vs retiring (polarizing topic) X. Ridiculously large paychecks (encourage comments disagreeing) It could only be made better if he said he does this cos 100M isnt enough to retire"  
[X Link](https://x.com/wazumi_cap/status/1979713272359342168) [@wazumi_cap](/creator/x/wazumi_cap) 2025-10-19T00:56Z XX followers, XX engagements