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[@SupBagholder](/creator/twitter/SupBagholder)
"The stock has dropped XX% in the past month with virtually no material news. Its entirely sentiment-driven"  
[X Link](https://x.com/SupBagholder/status/1951343664275316966) [@SupBagholder](/creator/x/SupBagholder) 2025-08-01T18:05Z 7816 followers, 67.2K engagements


"bitches with no brain still wearning $lulu btw"  
[X Link](https://x.com/SupBagholder/status/1982175040620695871) [@SupBagholder](/creator/x/SupBagholder) 2025-10-25T19:58Z 7823 followers, 11.2K engagements


"market stupid af to sell off X time tax events on both $nflx and $meta"  
[X Link](https://x.com/SupBagholder/status/1983629231629463820) [@SupBagholder](/creator/x/SupBagholder) 2025-10-29T20:17Z 7819 followers, 14.6K engagements


"Days like this are when I feel alive"  
[X Link](https://x.com/SupBagholder/status/1983897855946346854) [@SupBagholder](/creator/x/SupBagholder) 2025-10-30T14:04Z 7814 followers, 14.3K engagements


"$META $MSFT $NFLX are the X that were down on earnings its kinda funny"  
[X Link](https://x.com/SupBagholder/status/1984079934575538371) [@SupBagholder](/creator/x/SupBagholder) 2025-10-31T02:08Z 7814 followers, 6526 engagements


"The yearly XX% off sitewide at Alo Yoga is back yet again Let's go girls who wants to buy discounted clothes"  
[X Link](https://x.com/SupBagholder/status/1984626900602380486) [@SupBagholder](/creator/x/SupBagholder) 2025-11-01T14:21Z 7817 followers, 3676 engagements


"The day META releases an API service would be incredibly bearish for $META. It would signal they don't see good ROI on AI recommendations in FOA. Zuck specifically says: X. 'perennially operating FOA and ads business in a compute-starved state' X. 'we keep on having more demand to be able to use more compute especially in the core business in ways that we think would be quite profitable than we end up having compute for' If they pivot to selling a stupid API access it means one of two things happened: X. They overbuilt capacity so badly that even FOA can't absorb it. X. The incremental ROI on"  
[X Link](https://x.com/SupBagholder/status/1985067778349428774) [@SupBagholder](/creator/x/SupBagholder) 2025-11-02T19:33Z 7817 followers, 25.3K engagements


"'Dude if meta can maintain their ROIC at 30%. I want FCF to be ZERO' - @borrowed_ideas on his latest pod with @scuttleblurb Idk why their pod gets so little views it's great"  
[X Link](https://x.com/SupBagholder/status/1985203913880920201) [@SupBagholder](/creator/x/SupBagholder) 2025-11-03T04:34Z 7820 followers, 39.5K engagements


"$LULU trademarked the phrase Lululemon Dupe in the U.S btw"  
[X Link](https://x.com/SupBagholder/status/1985528318742184182) [@SupBagholder](/creator/x/SupBagholder) 2025-11-04T02:03Z 7820 followers, 2735 engagements