[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.] [@valuedrift](/creator/twitter/valuedrift) "Big $RSG strike in Seattle suburbs. Increasing wage costs could endanger richly valued trash stocks"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946051100957880399) 2025-07-18 03:35:13 UTC 3234 followers, XXX engagements "Clear themes: Less going in and out of the US (except from Canada and Mexico I suppose): less people less goods less ideas less money. What's the trade (no shorting) Awareness of low TFR: this is not a problem a few nerds know about now it's well know. What's the trade"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946593372023537757) 2025-07-19 15:30:00 UTC 3235 followers, XXX engagements "But inverting - Bitcoin may outlast Amazon. (That to me did not seem the case a decade ago which is why I was wrote to be bearish Bitcoin.)"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946443920923308478) 2025-07-19 05:36:08 UTC 3232 followers, XXX engagements "Congratulations on all those who've profited buying the $CPR:MI dip"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1942434527001075961) 2025-07-08 04:04:14 UTC 3234 followers, XXX engagements "@taobanker Not just fees they also rake you with currency rates. That's one reason I'm switching to $IBKR"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946605851932008883) 2025-07-19 16:19:35 UTC 3233 followers, XXX engagements "I predicted this in real time and ahead of the fact here on X. Bullish China"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1947191523772453186) 2025-07-21 07:06:50 UTC 3238 followers, XXX engagements "$VNO big up on the news (Kidding not kidding.)"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943352887104672022) 2025-07-10 16:53:28 UTC 3234 followers, XXX engagements "Long $HPP $VNO (though worried about Trump reversing the sponge)"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946967226034291061) 2025-07-20 16:15:34 UTC 3238 followers, XXX engagements "Why isn't $EVLV the next meme stock Up XX% YTD super clear product that's easy to understand (similar to $AXON in a way) very on theme for surveillance state USA"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946439990986314008) 2025-07-19 05:20:31 UTC 3236 followers, XXX engagements "By $VRRM bull thesis is it's even cheaper to do so without the police in the middle"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1944476077986091426) 2025-07-13 19:16:38 UTC 3235 followers, XXX engagements "Why is this company not GAAP profitable already $SBBC"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1925233649232093194) 2025-05-21 16:54:05 UTC 3238 followers, 1345 engagements "@LoveAndMoney15 @irbezek $EDV should like it"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943502845229109400) 2025-07-11 02:49:21 UTC 3238 followers, XX engagements "@KairosPraxis I wonder about that. We are cutting travel to same money for example"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946599383145054667) 2025-07-19 15:53:53 UTC 3234 followers, XX engagements "@irbezek @demoes11 Yeah and of course $CRESY specifically is hurt by tariffs on $LND. Yet the fact tariffs are based on Trump's political whims would make it seem that Argentina will get off easy just as Brazil got punished. If that does NOT happen disappointing for sure"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943381277882880464) 2025-07-10 18:46:17 UTC 3234 followers, XXX engagements "So as an individual investor if you are truly globally investing you need like XX brokerage accounts and airfare. How do you even track things then Just manually with Google Sheets I suppose and quarterly"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946606102294233141) 2025-07-19 16:20:35 UTC 3234 followers, XXX engagements "Elite human capital superiority of course. $VNO"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1942822625539154132) 2025-07-09 05:46:24 UTC 3236 followers, XXX engagements "@KairosPraxis It may be time to buy $GEO again too"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943708139523616912) 2025-07-11 16:25:07 UTC 3232 followers, XXX engagements "I own $HPP and $VNO as a W-2 drone does that count as me owning my means of production"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943401051043852444) 2025-07-10 20:04:51 UTC 3234 followers, XXX engagements "Anyone looked at $JEN:DE I noticed them because $VRRM's NYC cameras are Jenoptics"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1945392449293275263) 2025-07-16 07:57:58 UTC 3235 followers, XXX engagements "That AOC number I told you the corruption of this billionaire administration is making the idea of socialism popular"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946436487161286740) 2025-07-19 05:06:36 UTC 3232 followers, XXX engagements "@KairosPraxis I started accumulating again too. I have a close to #NeverSell core position (yes I'm sad I didn't sell in the mid-20s) but hadn't had any extra besides that I think that will change now"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943372440081776836) 2025-07-10 18:11:10 UTC 3236 followers, XXX engagements "Using $IBKR is like using internal tools at work"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946259155838550223) 2025-07-18 17:21:57 UTC 3236 followers, XXX engagements "Will never not be freaked out when ChatGPT answers with my first name"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946992415006757063) 2025-07-20 17:55:39 UTC 3234 followers, XXX engagements "Who's brave enough to buy long bonds here $EDV $TLT"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1945508927149629949) 2025-07-16 15:40:48 UTC 3238 followers, 1006 engagements "What's the dumb reason that $IBKR has Korean indices and futures but not stocks"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946270807933796440) 2025-07-18 18:08:15 UTC 3232 followers, XXX engagements "@CatOrman1 The ability to make food is the most basal level of manufacturing below the next tier of "AK-47" "truck" and then "TV""  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946448174153126166) 2025-07-19 05:53:02 UTC 3234 followers, XXX engagements "$IBKR gives access to ZERO South American exchanges. Huge alpha to being in region and opening accounts in person. @irbezek"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946268175156629847) 2025-07-18 17:57:47 UTC 3236 followers, 2710 engagements "@taobanker Stop you're making me wish I owned more $VNO"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1944065014307942495) 2025-07-12 16:03:13 UTC 3234 followers, XXX engagements "I'll never get over how insane this is. $CAAP"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943389778743038392) 2025-07-10 19:20:04 UTC 3233 followers, XXX engagements "Current investment themes (not going to post portfolio weightings to avoid hexing myself and because I suck at sizing): X. US "involution" lack of liberties and security state: $CLBT $SPCB $VRRM"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1942662146174902336) 2025-07-08 19:08:43 UTC 3236 followers, 1088 engagements "@taobanker Schwab Indonesia and Philippines stocks master race"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946602167068201055) 2025-07-19 16:04:57 UTC 3234 followers, XX engagements "Market not buying $EDV into a slowing economy and big tax hike"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1945173979758780905) 2025-07-15 17:29:51 UTC 3238 followers, XXX engagements "Hilariously global adoption of Waymo would zero $VRRM"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1945401406074331234) 2025-07-16 08:33:33 UTC 3235 followers, XXX engagements "I really do want to buy long bonds here. But want to wait for some kind of magazine cover ish bottom indicator. Right now it's just like a stealth drop back to the lows which is not great. $TLT $EDV"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1945186932289626414) 2025-07-15 18:21:19 UTC 3238 followers, XXX engagements "I was bullish $EDV but this is a bridge too far I don't think I can anymore"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943540988716421418) 2025-07-11 05:20:55 UTC 3238 followers, XXX engagements "@taobanker Wow wtf I might have to transfer a side pot of money to Schwab that or open a KGI Securities account in Taiwan"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946605485651800085) 2025-07-19 16:18:08 UTC 3234 followers, XX engagements "Funny how losers on X talk about "men who can get some have a special Aura".where in real life literally any idiot who cares to has a girlfriend they are not cool they are not "alpha" it's literally anyone"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1947382881233605023) 2025-07-21 19:47:14 UTC 3238 followers, XXX engagements "@irbezek @dontflytoohigh Feels good to have the market fade that strong open today (I have significant incoming funds on hold on $IBKR so it feels like I'm short too.)"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1947383273359085960) 2025-07-21 19:48:47 UTC 3238 followers, XXX engagements "Are smartphones social media and AI THE end of human civilization as we know it I think definitionally not as those who get TFR one-shotted by it simply won't have kids so each next generation gets more resilient. Will take quite some time though"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946447608345706683) 2025-07-19 05:50:47 UTC 3232 followers, XXX engagements "@HiroPro79750486 @KairosPraxis Well it's the lowest transaction cost I have available to me so no I don't anguish if it would be even lower. Developed Europe Mexico Japan Hong Kong. Wish it had others not on there too like South Korean stocks"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946342878860714085) 2025-07-18 22:54:38 UTC 3233 followers, XX engagements "Buy this $AXON microdip even though it's hideously expensive which would be a strategy that has always worked XXX% flawlessly"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943368714008826024) 2025-07-10 17:56:22 UTC 3237 followers, 1104 engagements "I so want to buy this $CAAP dip below $XX and yet.I kind of also want a little bit of cash here"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1943388159754252629) 2025-07-10 19:13:38 UTC 3233 followers, XXX engagements "@eugyppius1 Often advances come when things that seem impossible get made possible so no"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946616258583306409) 2025-07-19 17:00:57 UTC 3234 followers, 1293 engagements "@ashish_0445 @naval This is why you fail in the art of conversation"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946446437325381984) 2025-07-19 05:46:08 UTC 3232 followers, XXX engagements "@T3_RM There's other smaller ones. Should have been short $MTN against them"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1942687235209580817) 2025-07-08 20:48:24 UTC 3234 followers, XX engagements "@kyledcheney X X X until the MAGA horde talks about how cool this makes him"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1945992121129074860) 2025-07-17 23:40:51 UTC 3233 followers, 6586 engagements "@irbezek I suppose that's also a reason for no Vietnam on $IBKR though they still don't have Indonesia or the Philippines either. It's so obvious the alpha is in the places you can't get to from your computer at home in the US.but that's the rub also"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946270126199947630) 2025-07-18 18:05:32 UTC 3236 followers, XXX engagements "New IQ filter line is who can spot ChatGPT written text as such and who can't"  [@valuedrift](/creator/x/valuedrift) on [X](/post/tweet/1946422779626291629) 2025-07-19 04:12:08 UTC 3232 followers, XXX 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.]
@valuedrift
"Big $RSG strike in Seattle suburbs. Increasing wage costs could endanger richly valued trash stocks"
@valuedrift on X 2025-07-18 03:35:13 UTC 3234 followers, XXX engagements
"Clear themes: Less going in and out of the US (except from Canada and Mexico I suppose): less people less goods less ideas less money. What's the trade (no shorting) Awareness of low TFR: this is not a problem a few nerds know about now it's well know. What's the trade" @valuedrift on X 2025-07-19 15:30:00 UTC 3235 followers, XXX engagements
"But inverting - Bitcoin may outlast Amazon. (That to me did not seem the case a decade ago which is why I was wrote to be bearish Bitcoin.)" @valuedrift on X 2025-07-19 05:36:08 UTC 3232 followers, XXX engagements
"Congratulations on all those who've profited buying the $CPR:MI dip" @valuedrift on X 2025-07-08 04:04:14 UTC 3234 followers, XXX engagements
"@taobanker Not just fees they also rake you with currency rates. That's one reason I'm switching to $IBKR" @valuedrift on X 2025-07-19 16:19:35 UTC 3233 followers, XXX engagements
"I predicted this in real time and ahead of the fact here on X. Bullish China" @valuedrift on X 2025-07-21 07:06:50 UTC 3238 followers, XXX engagements
"$VNO big up on the news (Kidding not kidding.)" @valuedrift on X 2025-07-10 16:53:28 UTC 3234 followers, XXX engagements
"Long $HPP $VNO (though worried about Trump reversing the sponge)" @valuedrift on X 2025-07-20 16:15:34 UTC 3238 followers, XXX engagements
"Why isn't $EVLV the next meme stock Up XX% YTD super clear product that's easy to understand (similar to $AXON in a way) very on theme for surveillance state USA" @valuedrift on X 2025-07-19 05:20:31 UTC 3236 followers, XXX engagements
"By $VRRM bull thesis is it's even cheaper to do so without the police in the middle" @valuedrift on X 2025-07-13 19:16:38 UTC 3235 followers, XXX engagements
"Why is this company not GAAP profitable already $SBBC" @valuedrift on X 2025-05-21 16:54:05 UTC 3238 followers, 1345 engagements
"@LoveAndMoney15 @irbezek $EDV should like it" @valuedrift on X 2025-07-11 02:49:21 UTC 3238 followers, XX engagements
"@KairosPraxis I wonder about that. We are cutting travel to same money for example" @valuedrift on X 2025-07-19 15:53:53 UTC 3234 followers, XX engagements
"@irbezek @demoes11 Yeah and of course $CRESY specifically is hurt by tariffs on $LND. Yet the fact tariffs are based on Trump's political whims would make it seem that Argentina will get off easy just as Brazil got punished. If that does NOT happen disappointing for sure" @valuedrift on X 2025-07-10 18:46:17 UTC 3234 followers, XXX engagements
"So as an individual investor if you are truly globally investing you need like XX brokerage accounts and airfare. How do you even track things then Just manually with Google Sheets I suppose and quarterly" @valuedrift on X 2025-07-19 16:20:35 UTC 3234 followers, XXX engagements
"Elite human capital superiority of course. $VNO" @valuedrift on X 2025-07-09 05:46:24 UTC 3236 followers, XXX engagements
"@KairosPraxis It may be time to buy $GEO again too" @valuedrift on X 2025-07-11 16:25:07 UTC 3232 followers, XXX engagements
"I own $HPP and $VNO as a W-2 drone does that count as me owning my means of production" @valuedrift on X 2025-07-10 20:04:51 UTC 3234 followers, XXX engagements
"Anyone looked at $JEN:DE I noticed them because $VRRM's NYC cameras are Jenoptics" @valuedrift on X 2025-07-16 07:57:58 UTC 3235 followers, XXX engagements
"That AOC number I told you the corruption of this billionaire administration is making the idea of socialism popular" @valuedrift on X 2025-07-19 05:06:36 UTC 3232 followers, XXX engagements
"@KairosPraxis I started accumulating again too. I have a close to #NeverSell core position (yes I'm sad I didn't sell in the mid-20s) but hadn't had any extra besides that I think that will change now" @valuedrift on X 2025-07-10 18:11:10 UTC 3236 followers, XXX engagements
"Using $IBKR is like using internal tools at work" @valuedrift on X 2025-07-18 17:21:57 UTC 3236 followers, XXX engagements
"Will never not be freaked out when ChatGPT answers with my first name" @valuedrift on X 2025-07-20 17:55:39 UTC 3234 followers, XXX engagements
"Who's brave enough to buy long bonds here $EDV $TLT" @valuedrift on X 2025-07-16 15:40:48 UTC 3238 followers, 1006 engagements
"What's the dumb reason that $IBKR has Korean indices and futures but not stocks" @valuedrift on X 2025-07-18 18:08:15 UTC 3232 followers, XXX engagements
"@CatOrman1 The ability to make food is the most basal level of manufacturing below the next tier of "AK-47" "truck" and then "TV"" @valuedrift on X 2025-07-19 05:53:02 UTC 3234 followers, XXX engagements
"$IBKR gives access to ZERO South American exchanges. Huge alpha to being in region and opening accounts in person. @irbezek" @valuedrift on X 2025-07-18 17:57:47 UTC 3236 followers, 2710 engagements
"@taobanker Stop you're making me wish I owned more $VNO" @valuedrift on X 2025-07-12 16:03:13 UTC 3234 followers, XXX engagements
"I'll never get over how insane this is. $CAAP" @valuedrift on X 2025-07-10 19:20:04 UTC 3233 followers, XXX engagements
"Current investment themes (not going to post portfolio weightings to avoid hexing myself and because I suck at sizing): X. US "involution" lack of liberties and security state: $CLBT $SPCB $VRRM" @valuedrift on X 2025-07-08 19:08:43 UTC 3236 followers, 1088 engagements
"@taobanker Schwab Indonesia and Philippines stocks master race" @valuedrift on X 2025-07-19 16:04:57 UTC 3234 followers, XX engagements
"Market not buying $EDV into a slowing economy and big tax hike" @valuedrift on X 2025-07-15 17:29:51 UTC 3238 followers, XXX engagements
"Hilariously global adoption of Waymo would zero $VRRM" @valuedrift on X 2025-07-16 08:33:33 UTC 3235 followers, XXX engagements
"I really do want to buy long bonds here. But want to wait for some kind of magazine cover ish bottom indicator. Right now it's just like a stealth drop back to the lows which is not great. $TLT $EDV" @valuedrift on X 2025-07-15 18:21:19 UTC 3238 followers, XXX engagements
"I was bullish $EDV but this is a bridge too far I don't think I can anymore" @valuedrift on X 2025-07-11 05:20:55 UTC 3238 followers, XXX engagements
"@taobanker Wow wtf I might have to transfer a side pot of money to Schwab that or open a KGI Securities account in Taiwan" @valuedrift on X 2025-07-19 16:18:08 UTC 3234 followers, XX engagements
"Funny how losers on X talk about "men who can get some have a special Aura".where in real life literally any idiot who cares to has a girlfriend they are not cool they are not "alpha" it's literally anyone" @valuedrift on X 2025-07-21 19:47:14 UTC 3238 followers, XXX engagements
"@irbezek @dontflytoohigh Feels good to have the market fade that strong open today (I have significant incoming funds on hold on $IBKR so it feels like I'm short too.)" @valuedrift on X 2025-07-21 19:48:47 UTC 3238 followers, XXX engagements
"Are smartphones social media and AI THE end of human civilization as we know it I think definitionally not as those who get TFR one-shotted by it simply won't have kids so each next generation gets more resilient. Will take quite some time though" @valuedrift on X 2025-07-19 05:50:47 UTC 3232 followers, XXX engagements
"@HiroPro79750486 @KairosPraxis Well it's the lowest transaction cost I have available to me so no I don't anguish if it would be even lower. Developed Europe Mexico Japan Hong Kong. Wish it had others not on there too like South Korean stocks" @valuedrift on X 2025-07-18 22:54:38 UTC 3233 followers, XX engagements
"Buy this $AXON microdip even though it's hideously expensive which would be a strategy that has always worked XXX% flawlessly" @valuedrift on X 2025-07-10 17:56:22 UTC 3237 followers, 1104 engagements
"I so want to buy this $CAAP dip below $XX and yet.I kind of also want a little bit of cash here" @valuedrift on X 2025-07-10 19:13:38 UTC 3233 followers, XXX engagements
"@eugyppius1 Often advances come when things that seem impossible get made possible so no" @valuedrift on X 2025-07-19 17:00:57 UTC 3234 followers, 1293 engagements
"@ashish_0445 @naval This is why you fail in the art of conversation" @valuedrift on X 2025-07-19 05:46:08 UTC 3232 followers, XXX engagements
"@T3_RM There's other smaller ones. Should have been short $MTN against them" @valuedrift on X 2025-07-08 20:48:24 UTC 3234 followers, XX engagements
"@kyledcheney X X X until the MAGA horde talks about how cool this makes him" @valuedrift on X 2025-07-17 23:40:51 UTC 3233 followers, 6586 engagements
"@irbezek I suppose that's also a reason for no Vietnam on $IBKR though they still don't have Indonesia or the Philippines either. It's so obvious the alpha is in the places you can't get to from your computer at home in the US.but that's the rub also" @valuedrift on X 2025-07-18 18:05:32 UTC 3236 followers, XXX engagements
"New IQ filter line is who can spot ChatGPT written text as such and who can't" @valuedrift on X 2025-07-19 04:12:08 UTC 3232 followers, XXX engagements