[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.] [@orrdavid](/creator/twitter/orrdavid) "@SenDuckworth We all have smart phones now. Also when people used NPR for partisan purposes what the hell did they think was going to happen Good riddance"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947056850383626464) 2025-07-20 22:11:42 UTC 19.5K followers, XXX engagements "@pernasresearch @patrick_oshag Man your list is awesome"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947060414363418823) 2025-07-20 22:25:52 UTC 19.5K followers, XXX engagements "Disappointing that chatGPT has the mainstream biases to dismiss the Sanseito like this. The wording is obviously biased against that narrow party even though I've set ChatGPT to only ever give me plain facts. How about focusing on their actual policies"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947063098273312926) 2025-07-20 22:36:31 UTC 19.5K followers, XXX engagements "Did you research what happens when a fund has a declining shareholder base/size like $ARKK She went from having say $15+ billion of AUM from true believers to half that even in a bull market. Or another caveat in real terms it was almost a third Very small sample size of funds/people to study. A few famous investors from the 60s who disappeared"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1946125293129015780) 2025-07-18 08:30:01 UTC 19.5K followers, XXX engagements "This is the most bullish thing I've ever seen for Chinese ADRs. So they can actually pay out the money it seems. Anyone others to try gambling on"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1808557039641133437) 2024-07-03 17:42:54 UTC 19.5K followers, 88.8K engagements "Azbil traces its roots back to 1906 as Yamatake & Co. initially a trading firm for measurement and control equipment. Over time it formed a joint venture with Honeywell becoming Yamatake-Honeywell. In 2012 Yamatake rebranded to Azbil Corporation. Anyone know this company Trades for 15x earnings ROCE doubled since they rebranded and is up to XX% today. They've done decent buybacks too. Net cash balance sheet. This is a no brainer for a .5% bet but seems like one I could build conviction on. I never understood how HON was such a high quality biz. $6845"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1893684065599140043) 2025-02-23 15:27:18 UTC 19.5K followers, 3535 engagements "$QAI a "multi-strategy" ETF has zero real return in ten years and has a XX% drawdown. $XXX million AUM somehow. People must be hungry for alt publicly listed investments"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1941054243693383729) 2025-07-04 08:39:29 UTC 19.5K followers, 3203 engagements "Also these factors will have violent moves down sometimes too. Maybe this post hits the current top even. But who cares if you "miss it" on the short side. This is a damn casino. You have fundamentals on your side sure. But the bulls have asymmetry on theirs"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945664355082895573) 2025-07-17 01:58:25 UTC 19.5K followers, 2270 engagements "$MSTR's chart is so bullish particularly with its extreme strength through April vs it's normal beta. I don't have on crypto related shorts. It seems like one of a few key factors to avoid. Others to avoid: innovation or "innovation" electricity generation space rare earth metals modern military weapons like drones anything AI"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945662558473756687) 2025-07-17 01:51:17 UTC 19.5K followers, 5053 engagements "The LA fire has potential to be an extreme outlier event if winds pick up and blow the wrong way from here it seems almost inevitable the entire city could burn down. If so what's the play Long builders and building suppliers generally Anything else Any LA shorts"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1877423824297242722) 2025-01-09 18:34:55 UTC 19.5K followers, 71K engagements "I'm long Hankyu Hanshin Holdings $9042 because they could blatantly increase rents and I expect Japan to be more open to price increases soon. $2222 is one of their tenants. One disconnect I don't understand: why would their be backlash for $9042 to increase prices but $2222 can charge such an extreme price"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1893959271987241427) 2025-02-24 09:40:53 UTC 19.5K followers, XXX engagements "@JackFarley96 Many fake investors -people who don't really know anything about interesting- were Carvana guys after 2022. They'll all fail in the end"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1946378913665692068) 2025-07-19 01:17:49 UTC 19.5K followers, XXX engagements "CDPJ's policy stance will cause inflation to accelerate in Japan. This is very bullish for companies that owe long term fixed rate debt. Also note that in Japan the mortgages are technically variable rate but in practice they behave mostly like fixed with small step ups"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947062462995673326) 2025-07-20 22:34:00 UTC 19.5K followers, XXX engagements "$ARKK assets under management: $X billion. $ARKK average daily volume: $XXX million. When X% of shares turnover daily nobody believes"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1946032552315412695) 2025-07-18 02:21:30 UTC 19.5K followers, 6133 engagements "I didn't realize Hankyu Hanshin $9042 (I'm long) owns a stake in the Osaka airports:"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1941355569388105856) 2025-07-05 04:36:51 UTC 19.5K followers, 5424 engagements "@ChangYeeFong77 Yamato has a special place in my heart from StarCraft"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947210258121953380) 2025-07-21 08:21:17 UTC 19.5K followers, XX engagements "Very tempting to short the crowded short factor here . very toppy signs under the surface for this speculative rally. It was a pretty crazy one. $ARKK almost up XXX% off the April low. Kudos to the shorts who did well through this"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945888863538540555) 2025-07-17 16:50:32 UTC 19.5K followers, 7709 engagements "ChatGPT giving me Sanseito's actual policy goals only after me double asking:"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947063761002713429) 2025-07-20 22:39:09 UTC 19.5K followers, 1549 engagements "$DUOL also 20x revenue here. Interesting it already gave back some of the gain while $ARKK-like stocks kept going up. But I guess $DUOL just overshot the revenue multiple. seems almost like a long trade here but not my game"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947205392460853272) 2025-07-21 08:01:57 UTC 19.5K followers, 1801 engagements "I've never felt more bearish S&P XXX global monopoly type companies. Trump's new trade deal is structured so that only goods are counted. Services - or "services" monopoly middleman stuff like $V - are not. Easiest solution for Europe: Allow in more of the physical world that the USA produces (agriculture is really low hanging fruit) retaliate against global mega-monopolies. Maybe those aren't such bad policies"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1907734428723589589) 2025-04-03 09:58:26 UTC 19.5K followers, 39.9K engagements "$WISE I've still been long for tax reasons. Airwallex is their bigger threat in my opinion not Revolut. But the threat doesn't seem so serious. The other players seem like dinosaurs to me. The key question someone should ask is "Who are the lowest cost providers" I keep seeing smart investors lured into $WISE competitors and man those companies are all going to get slaughtered. I can't tell if I should be buying more $WISE even. I've really only stayed long for the tax reasons . but when I identify a likely great low-cost company loved by its customers that has network advantages perhaps I"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1931244967772758025) 2025-06-07 07:00:55 UTC 19.5K followers, 12.6K engagements "Gives a good idea of just how epic China's real estate bubble is. It's the most insane physical (not just spreadsheet) real estate overproduction/bubble in human history. Also a great example of the futility of "green" politics"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947252609577812343) 2025-07-21 11:09:34 UTC 19.5K followers, 6862 engagements "@Premski_SGP @glbeaty For instance I thought Lumen was a boring insolvent telecom company. But the retail madness prevailed on that one. Sometimes it's hard to predict where the retail money goes. The more predictable that becomes the easier short selling becomes"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947120982805938323) 2025-07-21 02:26:32 UTC 19.5K followers, XX engagements "Those core Sanseito policy goals all seem good. Even though the media coordinated in attacking them and ChatGPT seems to be eating it up. Who cares if some of its members said racist things sometimes that's the noise the above is the signal"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1947064288608473451) 2025-07-20 22:41:15 UTC 19.5K followers, 3054 engagements "One of the hardest or easiest parts of short selling - depending on the difficulty you choose - is just deciding which factors to avoid altogether. At any moment you can start being honest with yourself about "These factors are awful to be short" and simply stop shorting them"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945664876019659086) 2025-07-17 02:00:29 UTC 19.5K followers, 1979 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.]
@orrdavid
"@SenDuckworth We all have smart phones now. Also when people used NPR for partisan purposes what the hell did they think was going to happen Good riddance"
@orrdavid on X 2025-07-20 22:11:42 UTC 19.5K followers, XXX engagements
"@pernasresearch @patrick_oshag Man your list is awesome" @orrdavid on X 2025-07-20 22:25:52 UTC 19.5K followers, XXX engagements
"Disappointing that chatGPT has the mainstream biases to dismiss the Sanseito like this. The wording is obviously biased against that narrow party even though I've set ChatGPT to only ever give me plain facts. How about focusing on their actual policies" @orrdavid on X 2025-07-20 22:36:31 UTC 19.5K followers, XXX engagements
"Did you research what happens when a fund has a declining shareholder base/size like $ARKK She went from having say $15+ billion of AUM from true believers to half that even in a bull market. Or another caveat in real terms it was almost a third Very small sample size of funds/people to study. A few famous investors from the 60s who disappeared" @orrdavid on X 2025-07-18 08:30:01 UTC 19.5K followers, XXX engagements
"This is the most bullish thing I've ever seen for Chinese ADRs. So they can actually pay out the money it seems. Anyone others to try gambling on" @orrdavid on X 2024-07-03 17:42:54 UTC 19.5K followers, 88.8K engagements
"Azbil traces its roots back to 1906 as Yamatake & Co. initially a trading firm for measurement and control equipment. Over time it formed a joint venture with Honeywell becoming Yamatake-Honeywell. In 2012 Yamatake rebranded to Azbil Corporation. Anyone know this company Trades for 15x earnings ROCE doubled since they rebranded and is up to XX% today. They've done decent buybacks too. Net cash balance sheet. This is a no brainer for a .5% bet but seems like one I could build conviction on. I never understood how HON was such a high quality biz. $6845" @orrdavid on X 2025-02-23 15:27:18 UTC 19.5K followers, 3535 engagements
"$QAI a "multi-strategy" ETF has zero real return in ten years and has a XX% drawdown. $XXX million AUM somehow. People must be hungry for alt publicly listed investments" @orrdavid on X 2025-07-04 08:39:29 UTC 19.5K followers, 3203 engagements
"Also these factors will have violent moves down sometimes too. Maybe this post hits the current top even. But who cares if you "miss it" on the short side. This is a damn casino. You have fundamentals on your side sure. But the bulls have asymmetry on theirs" @orrdavid on X 2025-07-17 01:58:25 UTC 19.5K followers, 2270 engagements
"$MSTR's chart is so bullish particularly with its extreme strength through April vs it's normal beta. I don't have on crypto related shorts. It seems like one of a few key factors to avoid. Others to avoid: innovation or "innovation" electricity generation space rare earth metals modern military weapons like drones anything AI" @orrdavid on X 2025-07-17 01:51:17 UTC 19.5K followers, 5053 engagements
"The LA fire has potential to be an extreme outlier event if winds pick up and blow the wrong way from here it seems almost inevitable the entire city could burn down. If so what's the play Long builders and building suppliers generally Anything else Any LA shorts" @orrdavid on X 2025-01-09 18:34:55 UTC 19.5K followers, 71K engagements
"I'm long Hankyu Hanshin Holdings $9042 because they could blatantly increase rents and I expect Japan to be more open to price increases soon. $2222 is one of their tenants. One disconnect I don't understand: why would their be backlash for $9042 to increase prices but $2222 can charge such an extreme price" @orrdavid on X 2025-02-24 09:40:53 UTC 19.5K followers, XXX engagements
"@JackFarley96 Many fake investors -people who don't really know anything about interesting- were Carvana guys after 2022. They'll all fail in the end" @orrdavid on X 2025-07-19 01:17:49 UTC 19.5K followers, XXX engagements
"CDPJ's policy stance will cause inflation to accelerate in Japan. This is very bullish for companies that owe long term fixed rate debt. Also note that in Japan the mortgages are technically variable rate but in practice they behave mostly like fixed with small step ups" @orrdavid on X 2025-07-20 22:34:00 UTC 19.5K followers, XXX engagements
"$ARKK assets under management: $X billion. $ARKK average daily volume: $XXX million. When X% of shares turnover daily nobody believes" @orrdavid on X 2025-07-18 02:21:30 UTC 19.5K followers, 6133 engagements
"I didn't realize Hankyu Hanshin $9042 (I'm long) owns a stake in the Osaka airports:" @orrdavid on X 2025-07-05 04:36:51 UTC 19.5K followers, 5424 engagements
"@ChangYeeFong77 Yamato has a special place in my heart from StarCraft" @orrdavid on X 2025-07-21 08:21:17 UTC 19.5K followers, XX engagements
"Very tempting to short the crowded short factor here . very toppy signs under the surface for this speculative rally. It was a pretty crazy one. $ARKK almost up XXX% off the April low. Kudos to the shorts who did well through this" @orrdavid on X 2025-07-17 16:50:32 UTC 19.5K followers, 7709 engagements
"ChatGPT giving me Sanseito's actual policy goals only after me double asking:" @orrdavid on X 2025-07-20 22:39:09 UTC 19.5K followers, 1549 engagements
"$DUOL also 20x revenue here. Interesting it already gave back some of the gain while $ARKK-like stocks kept going up. But I guess $DUOL just overshot the revenue multiple. seems almost like a long trade here but not my game" @orrdavid on X 2025-07-21 08:01:57 UTC 19.5K followers, 1801 engagements
"I've never felt more bearish S&P XXX global monopoly type companies. Trump's new trade deal is structured so that only goods are counted. Services - or "services" monopoly middleman stuff like $V - are not. Easiest solution for Europe: Allow in more of the physical world that the USA produces (agriculture is really low hanging fruit) retaliate against global mega-monopolies. Maybe those aren't such bad policies" @orrdavid on X 2025-04-03 09:58:26 UTC 19.5K followers, 39.9K engagements
"$WISE I've still been long for tax reasons. Airwallex is their bigger threat in my opinion not Revolut. But the threat doesn't seem so serious. The other players seem like dinosaurs to me. The key question someone should ask is "Who are the lowest cost providers" I keep seeing smart investors lured into $WISE competitors and man those companies are all going to get slaughtered. I can't tell if I should be buying more $WISE even. I've really only stayed long for the tax reasons . but when I identify a likely great low-cost company loved by its customers that has network advantages perhaps I" @orrdavid on X 2025-06-07 07:00:55 UTC 19.5K followers, 12.6K engagements
"Gives a good idea of just how epic China's real estate bubble is. It's the most insane physical (not just spreadsheet) real estate overproduction/bubble in human history. Also a great example of the futility of "green" politics" @orrdavid on X 2025-07-21 11:09:34 UTC 19.5K followers, 6862 engagements
"@Premski_SGP @glbeaty For instance I thought Lumen was a boring insolvent telecom company. But the retail madness prevailed on that one. Sometimes it's hard to predict where the retail money goes. The more predictable that becomes the easier short selling becomes" @orrdavid on X 2025-07-21 02:26:32 UTC 19.5K followers, XX engagements
"Those core Sanseito policy goals all seem good. Even though the media coordinated in attacking them and ChatGPT seems to be eating it up. Who cares if some of its members said racist things sometimes that's the noise the above is the signal" @orrdavid on X 2025-07-20 22:41:15 UTC 19.5K followers, 3054 engagements
"One of the hardest or easiest parts of short selling - depending on the difficulty you choose - is just deciding which factors to avoid altogether. At any moment you can start being honest with yourself about "These factors are awful to be short" and simply stop shorting them" @orrdavid on X 2025-07-17 02:00:29 UTC 19.5K followers, 1979 engagements