#  @10009nyny Jay Jay posts on X about stocks, bearish, bullish, ai the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1243543150762876935/interactions)  - [--] Week [------] +29% - [--] Month [------] +7.40% - [--] Months [-------] +71% - [--] Year [-------] +6,466% ### Mentions: [--] [#](/creator/twitter::1243543150762876935/posts_active)  - [--] Month [---] -19% - [--] Months [---] +249% - [--] Year [-----] +3,200% ### Followers: [---] [#](/creator/twitter::1243543150762876935/followers)  - [--] Week [---] +3.30% - [--] Month [---] +7.60% - [--] Months [---] +14% - [--] Year [---] +814% ### CreatorRank: [---------] [#](/creator/twitter::1243543150762876935/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [exchanges](/list/exchanges) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) **Social topic influence** [stocks](/topic/stocks), [bearish](/topic/bearish), [bullish](/topic/bullish), [ai](/topic/ai), [money](/topic/money), [in the](/topic/in-the), [if you](/topic/if-you), [china](/topic/china), [meta](/topic/meta), [$googl](/topic/$googl) **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@remindmeofthis](/creator/undefined) [@saynototrading](/creator/undefined) [@ramahluwalia](/creator/undefined) [@kirkspano](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@davevermilion](/creator/undefined) [@ozzylivin](/creator/undefined) [@pregory1](/creator/undefined) [@psychprofits](/creator/undefined) [@dannydayan5](/creator/undefined) [@liathetrader](/creator/undefined) [@epictrades1](/creator/undefined) [@pepemoonboy](/creator/undefined) [@ohare888](/creator/undefined) [@jwat5](/creator/undefined) [@amitisinvesting](/creator/undefined) [@martinshkreli](/creator/undefined) [@petrakov47](/creator/undefined) [@hvbcapital](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Oracle Corporation (ORCL)](/topic/$orcl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Enovix Corporation Common Stock (ENVX)](/topic/enovix) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [SPX6900 (SPX)](/topic/$spx) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Coinbase Global Inc. (COIN)](/topic/coinbase) ### Top Social Posts Top posts by engagements in the last [--] hours "Good showing by $MBLY First clip Ive seen on Volkswagen https://youtu.be/lNiF22akJEIsi=dZtZIwq2p0l0BJcx http://ID.Buzz https://youtu.be/lNiF22akJEIsi=dZtZIwq2p0l0BJcx http://ID.Buzz" [X Link](https://x.com/10009nyny/status/1878577059183591798) 2025-01-12T22:57Z [--] followers, [---] engagements "@Kody__Rogers @ASPIsotopes Is market front running the good news" [X Link](https://x.com/10009nyny/status/1878823234218717396) 2025-01-13T15:15Z [--] followers, [--] engagements "@TheRonnieVShow Curious why you think a short. This got a few upgrades today" [X Link](https://x.com/10009nyny/status/1878902880260026726) 2025-01-13T20:32Z [--] followers, [---] engagements "@TheRonnieVShow Sorry understood this is a setup. Thanks Ronnie" [X Link](https://x.com/10009nyny/status/1878903734924894684) 2025-01-13T20:35Z [--] followers, [--] engagements "@jwat_5 Thanks for posting Jared. Though in fairness I think only Waymo has provided real data. Mobileye has published a lot of white papers but also hasnt really quantified it" [X Link](https://x.com/10009nyny/status/1879043188767494292) 2025-01-14T05:49Z [--] followers, [--] engagements "@Mr_Derivatives Was the right call" [X Link](https://x.com/10009nyny/status/1879123735007105239) 2025-01-14T11:09Z [--] followers, [--] engagements "$TSM double beat with $2.24 EPS and $26.88B revenue for the fourth quarter ended December [--] 2024" [X Link](https://x.com/10009nyny/status/1879765752145936589) 2025-01-16T05:40Z [--] followers, [---] engagements "@em013L Fair points I guess ultimately depends on time horizon. Are you suggesting people shouldnt invest in single stocks Or to just stay diversified then. I love and respect your content but wasnt fully following takeaway" [X Link](https://x.com/10009nyny/status/1880287743525470520) 2025-01-17T16:15Z [--] followers, [--] engagements "@vendettivanessa @stocktalkweekly Do we know if his X account got hacked Odd there isnt more info right" [X Link](https://x.com/10009nyny/status/1880503517837967423) 2025-01-18T06:32Z [--] followers, [---] engagements "@JessInskip_ Was kidding I loved your market content TikToks" [X Link](https://x.com/10009nyny/status/1880852606198960500) 2025-01-19T05:39Z [--] followers, [--] engagements "@alexxsedlak I think its because of national security. They were building a case and dealing with appeals for last few months" [X Link](https://x.com/10009nyny/status/1881001695993610568) 2025-01-19T15:32Z [--] followers, [--] engagements "@TheRonnieVShow Re: #1 they may get spun out of Intel in the event they are carved out of the acquisition of assets" [X Link](https://x.com/10009nyny/status/1881535808781578754) 2025-01-21T02:54Z [--] followers, [---] engagements "@DanielTNiles Given the TSM earnings and Supergate news have you changed your opinion on Nvidia" [X Link](https://x.com/10009nyny/status/1881943268793205126) 2025-01-22T05:53Z [--] followers, [--] engagements "@DanielTNiles Am I missing something Why are you comparing OVERALL capex to $80B of data center capex [--] capex will likely be $100B What about Stargate capex" [X Link](https://x.com/10009nyny/status/1881943894298165474) 2025-01-22T05:56Z [--] followers, [--] engagements "@otigart @johnredwood Actually Coinbase CEO was at Davos for example" [X Link](https://x.com/10009nyny/status/1881974560452653174) 2025-01-22T07:57Z [--] followers, [--] engagements "@alc2022 Could you please look at $mbly" [X Link](https://x.com/10009nyny/status/1882409686034706569) 2025-01-23T12:46Z [--] followers, [---] engagements "@AdamoMancino Rivian actually used to work with them but brought it in house with nvidia chips" [X Link](https://x.com/10009nyny/status/1882890593401225396) 2025-01-24T20:37Z [--] followers, [--] engagements "@jwat_5 Interesting you had SAP talking up AI heavily this morning. Will be a question on if they are able to differentiate as inevitably every company with drop it in" [X Link](https://x.com/10009nyny/status/1884314521520726060) 2025-01-28T18:56Z [--] followers, [---] engagements "@firstadopter But this isnt illegal is it Didnt they say they used OpenAI in their whitepaper" [X Link](https://x.com/10009nyny/status/1884457655948681725) 2025-01-29T04:24Z [--] followers, [---] engagements "@hsu_steve Had trouble reading past this. Its very hard for me to take seriously when NVDA has a 90% market share precisely because its so hard It isn't that hard to design competitive chips for LLM-transformer computations" [X Link](https://x.com/10009nyny/status/1884510127878779176) 2025-01-29T07:53Z [--] followers, [--] engagements "@yehoshzl My view is OEMs need improvements on macro for confidence to announce a big deal Feels rough for any to announce something splashy while down car sales" [X Link](https://x.com/10009nyny/status/1886480431111135723) 2025-02-03T18:22Z [--] followers, [--] engagements "@PolarizingLit Youre such a good / pretty mom" [X Link](https://x.com/10009nyny/status/1886491230437093583) 2025-02-03T19:05Z [--] followers, [--] engagements "@sechavarria22 @Tech_Investor20 Whats your thesis" [X Link](https://x.com/10009nyny/status/1886573979898360171) 2025-02-04T00:34Z [--] followers, [--] engagements "@firstadopter How much of this goes to Nvidia vs Googles own chips" [X Link](https://x.com/10009nyny/status/1886892591356301789) 2025-02-04T21:40Z [--] followers, [---] engagements "@The_AI_Investor What if they spend it all on their own chips instead of Nvidia" [X Link](https://x.com/10009nyny/status/1886896119525073387) 2025-02-04T21:54Z [--] followers, [---] engagements "@_JoseNajarro How much of spend is for Nvdia vs Broadcom" [X Link](https://x.com/10009nyny/status/1886896389012992419) 2025-02-04T21:55Z [--] followers, [--] engagements "@scenicnights @amitisinvesting Problem is likely going to in house TPUs" [X Link](https://x.com/10009nyny/status/1886935788274737182) 2025-02-05T00:32Z [--] followers, [---] engagements "@scenicnights @amitisinvesting Interesting thanks" [X Link](https://x.com/10009nyny/status/1886937415094304813) 2025-02-05T00:38Z [--] followers, [--] engagements "@ajufrancis @StockSavvyShay Great perspective but why do you think Nvidia cant outcompete them in inference as well" [X Link](https://x.com/10009nyny/status/1887016086333235360) 2025-02-05T05:51Z [--] followers, [---] engagements "@dorse054 How did you calc this Isnt Q4 $28b" [X Link](https://x.com/10009nyny/status/1887628902438453370) 2025-02-06T22:26Z [--] followers, [--] engagements "@Iamraylin_nyc How did you calc this Capex was $83 for 2024" [X Link](https://x.com/10009nyny/status/1887629088010993688) 2025-02-06T22:26Z [--] followers, [--] engagements "@rwang07 Agreed Bank of China is injecting $140b for AI infrastructure however they will take all of western share and have [--] year head start in operational leadership" [X Link](https://x.com/10009nyny/status/1888791663775981641) 2025-02-10T03:26Z [---] followers, [--] engagements "@kakashiii111 Sorry if Im missing something but isnt this because of the [---] magnitude earthquake They refer to it in the actual release" [X Link](https://x.com/10009nyny/status/1889144135757525299) 2025-02-11T02:47Z [---] followers, [--] engagements "@chsmrrll @Jukanlosreve @paurooteri Do you mean deferred revenue That is cash in the door but they havent delivered the chip yet. Unearned revenue would not show up in the revenue they report to the street" [X Link](https://x.com/10009nyny/status/1889184419707081148) 2025-02-11T05:27Z [---] followers, [--] engagements "@Kody__Rogers @NuScale_Power @TerraPower @ASPIsotopes The chart looks great but I wish it would kick off like the others" [X Link](https://x.com/10009nyny/status/1889300310759272750) 2025-02-11T13:07Z [---] followers, [---] engagements "@KSM_Capital Are you in it" [X Link](https://x.com/10009nyny/status/1889408908038644079) 2025-02-11T20:19Z [---] followers, [---] engagements "@BrianTycangco Why is that Rivian also up" [X Link](https://x.com/10009nyny/status/1895141888060989563) 2025-02-27T16:00Z [---] followers, [---] engagements "@The_AI_Investor What did you do" [X Link](https://x.com/10009nyny/status/1896716319959261416) 2025-03-04T00:16Z [---] followers, [---] engagements "@saxena_puru @elonmusk Is Puru hacked" [X Link](https://x.com/10009nyny/status/1896991165020561831) 2025-03-04T18:28Z [---] followers, [---] engagements "@AdamoMancino Have you thought about getting back into ONDS" [X Link](https://x.com/10009nyny/status/1897348986044129570) 2025-03-05T18:10Z [---] followers, [---] engagements "@alc2022 Have you looked at Gitlab" [X Link](https://x.com/10009nyny/status/1897359223232847998) 2025-03-05T18:51Z [---] followers, [---] engagements "@dirtygreenpaper Would you get back in Or see how earnings goes first" [X Link](https://x.com/10009nyny/status/1897359961786900856) 2025-03-05T18:54Z [---] followers, [--] engagements "@samjurrens @EvenHerd Do you have price targets for them They have gone parabolic but had a large dip" [X Link](https://x.com/10009nyny/status/1897361523829563899) 2025-03-05T19:00Z [---] followers, [--] engagements "@samsolid57 What about Gitlabs accounting issue Does that cause concern" [X Link](https://x.com/10009nyny/status/1897367845832630466) 2025-03-05T19:25Z [---] followers, [---] engagements "@zohmbastic Are you in it They have earnings in [--] weeks" [X Link](https://x.com/10009nyny/status/1898140067203305914) 2025-03-07T22:33Z [---] followers, [--] engagements "@neilsbhatia How are you feeling on the other things in the port Are you selling to focus on core items" [X Link](https://x.com/10009nyny/status/1899213178992578963) 2025-03-10T21:38Z [---] followers, [---] engagements "@stepnotonpets Can you lay it out for us stupid people then I just see a bunch of negative posts without any context" [X Link](https://x.com/10009nyny/status/1899461769623441431) 2025-03-11T14:05Z [---] followers, [--] engagements "@dalibali2 What about $zeta" [X Link](https://x.com/10009nyny/status/1899625777731100978) 2025-03-12T00:57Z [---] followers, [---] engagements "@WrenIndian @naanthannaantha @dnystedt So we should turn away SoftBank and Saudi Arabia investments too They will be getting access to US tech also" [X Link](https://x.com/10009nyny/status/1899706836103655547) 2025-03-12T06:19Z [---] followers, [--] engagements "@WrenIndian @naanthannaantha @dnystedt You didnt answer the most important point I made - who could lead Intel There already is only a couple fabs If you recall Global Foundries the only other player was approached and declined it So literally no other option" [X Link](https://x.com/10009nyny/status/1899711012116336663) 2025-03-12T06:36Z [---] followers, [--] engagements "@alc2022 Would you consider looking at MBLY or NBIS or ZETA MBLY - Tesla software pure play comp NBIS- Coreweave comp in Semis Zeta - incredible cash flow in attach (ttd competitor)" [X Link](https://x.com/10009nyny/status/1899718844379267519) 2025-03-12T07:07Z [---] followers, [---] engagements "@ann192420 Can you provide a rough portfolio overview / allocation" [X Link](https://x.com/10009nyny/status/1899771466393977000) 2025-03-12T10:36Z [---] followers, [--] engagements "@CincinnatusPax @WrenIndian @naanthannaantha @dnystedt Can you point to one specific example of product leadership The new CEO was former board member who was frustrated with Pat and roadmap" [X Link](https://x.com/10009nyny/status/1899932807650005462) 2025-03-12T21:17Z [---] followers, [--] engagements "@LuoshengPeng Thank you for posting this" [X Link](https://x.com/10009nyny/status/1900324846472491075) 2025-03-13T23:15Z [---] followers, [---] engagements "@LindaRaschke @onelfri Linda I respect you but listen to yourselfyoure advocating people day trade put themselves through daily stress pay high ordinary income tax etc. There should be a balance or middle ground vs trade on an hourly time frame" [X Link](https://x.com/10009nyny/status/1900424746585432435) 2025-03-14T05:52Z [---] followers, [---] engagements "@PK_Fund Thanks PK - do you have any opinions on the macro And how that will impact holds like asts holo smci etc" [X Link](https://x.com/10009nyny/status/1900428433793970498) 2025-03-14T06:07Z [---] followers, [---] engagements "@samsolid57 @WOLF_Financial Im a big believer in Nebius. Follow a few people who cover it extensively I like it better than ALAB in the growth semis" [X Link](https://x.com/10009nyny/status/1901685851383386315) 2025-03-17T17:23Z [---] followers, [---] engagements "@kakashiii111 @theinformation Tbh this is old news" [X Link](https://x.com/10009nyny/status/1902001813420720337) 2025-03-18T14:19Z [---] followers, [---] engagements "@doryehezkek @TheRonnieVShow Is the Nvidia / GM deal thesis breaking At this point there are many headwinds for mbly that I see a sale as only pathway" [X Link](https://x.com/10009nyny/status/1902060234711167220) 2025-03-18T18:11Z [---] followers, [---] engagements "@foliotrail Can you provide a broad estimate on share count" [X Link](https://x.com/10009nyny/status/1902074559521595855) 2025-03-18T19:08Z [---] followers, [--] engagements "@theresa_perrin Did you see the $dell news" [X Link](https://x.com/10009nyny/status/1902079591713329185) 2025-03-18T19:28Z [---] followers, [---] engagements "@BigBreakfastLob Can you elaborate by political economy" [X Link](https://x.com/10009nyny/status/1902531905548960192) 2025-03-20T01:25Z [---] followers, [--] engagements "@PK_Fund Lol at the Aifu" [X Link](https://x.com/10009nyny/status/1902550337472418269) 2025-03-20T02:38Z [---] followers, [---] engagements "@market_sleuth How big is your average trade if I can ask" [X Link](https://x.com/10009nyny/status/1903090452141638061) 2025-03-21T14:24Z [---] followers, [--] engagements "@BoujeeFinances Dude respectfully these are all hype stocks indexed to tech It depends on risk tolerance and ability to handle drawdowns" [X Link](https://x.com/10009nyny/status/1903552589741826188) 2025-03-22T21:01Z [---] followers, [---] engagements "@BrianTycangco Brian be careful - this may be priced in. Thats why China has been selling off for weeks" [X Link](https://x.com/10009nyny/status/1904535376464670774) 2025-03-25T14:06Z [---] followers, [---] engagements "@InvestorMexican Look at Broadcom and Credo literally the exact same thing happened to them on their last earnings. I think semis are just a broken story for now" [X Link](https://x.com/10009nyny/status/1904573529275732176) 2025-03-25T16:38Z [---] followers, [--] engagements "@yehoshzl Good point but there was an interview with Rivian CEO where he talked about limits with the Mbly box vs the nvda omniverse that seemed a dealbreaker for him Also they are not a tech company - I view them more like a lucid where focused on the car over AV" [X Link](https://x.com/10009nyny/status/1904794456412299756) 2025-03-26T07:16Z [---] followers, [--] engagements "@theallinpod @GavinSBaker @CoreWeave @nvidia @Jason absolutely pwned @chamath" [X Link](https://x.com/10009nyny/status/1905806713741025548) 2025-03-29T02:18Z [---] followers, [---] engagements "@RonCyr9 Thank you Ron Incredible performance" [X Link](https://x.com/10009nyny/status/1906566089829388532) 2025-03-31T04:35Z [---] followers, [--] engagements "@RealSimpleAriel Didnt you get smoked with your energy trade too" [X Link](https://x.com/10009nyny/status/1907955523263078421) 2025-04-04T00:36Z [---] followers, [---] engagements "@stocktalkweekly Phenomenal. Have you closed hedges along the way Feels like maybe were close to a short term break" [X Link](https://x.com/10009nyny/status/1907958055938986303) 2025-04-04T00:47Z [---] followers, [---] engagements "@I_Am_MikeJones Any names top of list" [X Link](https://x.com/10009nyny/status/1909048465662898335) 2025-04-07T00:59Z [---] followers, [--] engagements "@scenicnights Given we gave up 60% of the gain in [--] day and tmrw looking bad he has a minority amount of control and even less so if there is a credit event" [X Link](https://x.com/10009nyny/status/1910523347617698249) 2025-04-11T02:40Z [---] followers, [--] engagements "@LogicalThesis @RedDevi52539977 It looks like it was a half truth tariffs are coming just not now Bbg has really been messing up lately" [X Link](https://x.com/10009nyny/status/1911431838939181561) 2025-04-13T14:50Z [---] followers, [--] engagements "@MomAngtrades Angie to be fair the original announcement was Bloomberg (theyv been wrong before) Not the White House" [X Link](https://x.com/10009nyny/status/1911434337016234123) 2025-04-13T15:00Z [---] followers, [--] engagements "@RealSimpleAriel PMI" [X Link](https://x.com/10009nyny/status/1911591429454905731) 2025-04-14T01:24Z [---] followers, [---] engagements "@RealSimpleAriel Also FUBO" [X Link](https://x.com/10009nyny/status/1911592437622964318) 2025-04-14T01:28Z [---] followers, [--] engagements "@zoomyzoomm Idk we literally have all these data tools that does what a human would do 100x faster and we currently have 4% unemployment. Allows for greater productivity Per the White House let him cook re:tariffs" [X Link](https://x.com/10009nyny/status/1911607426379379174) 2025-04-14T02:28Z [---] followers, [---] engagements "@AdamoMancino Did you see the Intel Alterra news Now we wait for the MBLY spin/sale" [X Link](https://x.com/10009nyny/status/1911879312812237107) 2025-04-14T20:28Z [---] followers, [--] engagements "@AdamoMancino Yeah hopefully this means they havent been selling shares on open market.though also not ideal because that means lower we can go" [X Link](https://x.com/10009nyny/status/1911907221832597925) 2025-04-14T22:19Z [---] followers, [--] engagements "@laurenbalik Zeta should do well too right What about magnate and trade desk" [X Link](https://x.com/10009nyny/status/1912145452197118459) 2025-04-15T14:06Z [---] followers, [---] engagements "@JonahLupton @DragonMaxGoku @EdLudlow What about $alab or $nbis somewhat adjacent and no China exposure" [X Link](https://x.com/10009nyny/status/1912304737359135155) 2025-04-16T00:39Z [---] followers, [---] engagements "@smartertrader @scenicnights I hope you diversifiedwe knew the China regulations were not factored in here" [X Link](https://x.com/10009nyny/status/1912309692132372619) 2025-04-16T00:58Z [---] followers, [---] engagements "@scenicnights @smartertrader Ok what if it falls to $60 because the gross margin gets cut by 40% due to US production and if Trump requires Nvda to personally guarantee H20s arent distributed to China I guess moot point if you arent overly exposed but given the stock is. However own 40% from the highs" [X Link](https://x.com/10009nyny/status/1912320369370738727) 2025-04-16T01:41Z [---] followers, [--] engagements "@jwat_5 @StevenACohen2 Off tbh there is a good chance he sold. Point [--] is notorious for being traders and they will not sit through losses" [X Link](https://x.com/10009nyny/status/1912327793662177681) 2025-04-16T02:10Z [---] followers, [--] engagements "@BrianTycangco It would be nice if the stock market stopped collapsing too tho" [X Link](https://x.com/10009nyny/status/1914525364795400532) 2025-04-22T03:43Z [---] followers, [--] engagements "@SpencerHakimian Thats what Trump is trying to do Pretty tough when literally a billion people globally are actively watching you do deals" [X Link](https://x.com/10009nyny/status/1915429098886758732) 2025-04-24T15:34Z [---] followers, [---] engagements "@ConsensusGurus When do you think it bottoms from selling standpoint and then stock value standpoint" [X Link](https://x.com/10009nyny/status/1916679098371362822) 2025-04-28T02:21Z [---] followers, [---] engagements "@dannycheng2022 What are the [--] names and allocations" [X Link](https://x.com/10009nyny/status/1917445008174600623) 2025-04-30T05:04Z [---] followers, [----] engagements "@Tesla Guys note the wording here. Sure the Tesla board didnt formally initiate a CEO search but board members could have make check/ins on ceo candidates I find this wording suspect" [X Link](https://x.com/10009nyny/status/1917832876067873075) 2025-05-01T06:46Z [---] followers, [--] engagements "@CompoundinGirl Well RE for diversification If China goes into recession with trade war thats bad for stocks Real estate in ATL or DTx likely is good cash flow" [X Link](https://x.com/10009nyny/status/1918389320949318110) 2025-05-02T19:37Z [---] followers, [--] engagements "@DividendG_Web3 @TheLongInvest No think he sold out fo all" [X Link](https://x.com/10009nyny/status/1918443206758252836) 2025-05-02T23:11Z [---] followers, [--] engagements "@skim87skim @SuperLuckeee What about the AI diffusion law going into effect next week" [X Link](https://x.com/10009nyny/status/1919780672207458343) 2025-05-06T15:45Z [---] followers, [--] engagements "@JonahLupton @ecommerceshares Ill look into it but I assume voting rights Equity ownership I assume is different" [X Link](https://x.com/10009nyny/status/1919936148182310921) 2025-05-07T02:03Z [---] followers, [---] engagements "@RonCyr9 I think you have a very balanced view compared to the sheep / perma bulls on X I didnt think youre short only. Rather you like the short set ups and recognize when they may go against you" [X Link](https://x.com/10009nyny/status/1920541651149226330) 2025-05-08T18:09Z [---] followers, [--] engagements "@mellowrk_lion My concern is they are stopping giving customer updates.it makes me think the next quarter or [--] might be lumpy Why give all those pipeline updates at the beginning call if they arent giving detail in upcoming calls" [X Link](https://x.com/10009nyny/status/1920695438539157858) 2025-05-09T04:20Z [---] followers, [--] engagements "@everytimeicash Why is it making a move when consumer confidence is low Feels like this would be hurt in a recession right" [X Link](https://x.com/10009nyny/status/1923396867208958337) 2025-05-16T15:15Z [---] followers, [--] engagements "@ConsensusGurus I dont know why nobody talked about this before US issues press release that literally blacklists all China chips - how is that good for trade talks" [X Link](https://x.com/10009nyny/status/1924454672586146051) 2025-05-19T13:18Z [---] followers, [--] engagements "@Bobby_11F are you still in GEV Great ride Bobby" [X Link](https://x.com/10009nyny/status/1926685159203491857) 2025-05-25T17:01Z [---] followers, [---] engagements "@everytimeicash Wolfe thoughts on $CLF" [X Link](https://x.com/10009nyny/status/1927774800686010481) 2025-05-28T17:11Z [---] followers, [--] engagements "@grizzlymarket25 @annmarie @EdLudlow Whats your plan now Grizz" [X Link](https://x.com/10009nyny/status/1927902220281860251) 2025-05-29T01:38Z [---] followers, [--] engagements "@sadiaalvi Is that Pepe in the background" [X Link](https://x.com/10009nyny/status/1927927262675980642) 2025-05-29T03:17Z [---] followers, [--] engagements "@OceanSailing3 Is that Pepe in the background on the right" [X Link](https://x.com/10009nyny/status/1927928686042325053) 2025-05-29T03:23Z [---] followers, [--] engagements "@everytimeicash Is that Pepe in the right side background" [X Link](https://x.com/10009nyny/status/1927935630777946246) 2025-05-29T03:50Z [---] followers, [--] engagements "@grizzlymarket25 @annmarie @EdLudlow Youre a pro" [X Link](https://x.com/10009nyny/status/1928063223892197601) 2025-05-29T12:17Z [---] followers, [--] engagements "@BickerinBrattle Sorry I cant tell we you bullish or bearish You sounded bullish but bought puts" [X Link](https://x.com/10009nyny/status/1928090974162452924) 2025-05-29T14:08Z [---] followers, [---] engagements "@SixSigmaCapital Good recent article on GE Vernova https://finance.yahoo.com/news/ge-vernova-backlog-hits-50-082001096.html https://finance.yahoo.com/news/ge-vernova-backlog-hits-50-082001096.html" [X Link](https://x.com/10009nyny/status/1928265385935012102) 2025-05-30T01:41Z [---] followers, [--] engagements "@stocktalkweekly @RonaldD05279371 Maybe its just me but Trump hasnt really softened up on tariffs He announced raising steels tariffs to [--] or [--] or 100% last week and then officially did it today Feels like people are taking casual comments out of context" [X Link](https://x.com/10009nyny/status/1928594543240241634) 2025-05-30T23:29Z [---] followers, [---] engagements "@stocktalkweekly @rocketmichaels If this is true every stock is going to get hammered could short just about anything in my view $TSM could actually be somewhat insulated given the MASSIVE political tie-in with the govt" [X Link](https://x.com/10009nyny/status/1928621881692754101) 2025-05-31T01:17Z [---] followers, [---] engagements "@foliotrail Well done sir" [X Link](https://x.com/10009nyny/status/1929173547215372303) 2025-06-01T13:49Z [---] followers, [--] engagements "@BrianTycangco Brian in fairness everytime there has been interaction it has been massively constructive" [X Link](https://x.com/10009nyny/status/1929190053072326691) 2025-06-01T14:55Z [---] followers, [---] engagements "@SarAEsQMd @BillAckman This post doesnt make any sense And isnt Coupang down 40%+ from IPO" [X Link](https://x.com/10009nyny/status/1929277629590274485) 2025-06-01T20:43Z [---] followers, [---] engagements "@dirtygreenpaper @everytimeicash have you looked at them Chart looks interesting" [X Link](https://x.com/10009nyny/status/1929579135837319646) 2025-06-02T16:41Z [---] followers, [---] engagements "@TKianidis Why is WPM up so much Would think Canada tariffs would hurt it" [X Link](https://x.com/10009nyny/status/1929611805216604297) 2025-06-02T18:51Z [---] followers, [--] engagements "@JayApted Jay it feels like the whole govt services group is getting hammered. Odd because Elon is leaving - is it a sell the news event" [X Link](https://x.com/10009nyny/status/1930045389010251824) 2025-06-03T23:34Z [---] followers, [--] engagements "@CRCtrades Why do you think so" [X Link](https://x.com/10009nyny/status/1930361366835044639) 2025-06-04T20:29Z [---] followers, [--] engagements "@HandsomeBear @market_sleuth You think the Fed is going to raise rates No chance" [X Link](https://x.com/10009nyny/status/1931811698043724141) 2025-06-08T20:32Z [---] followers, [--] engagements "@stepnotonpets Are you looking to buy on pullbacks or you mean to sell" [X Link](https://x.com/10009nyny/status/1931882062744531208) 2025-06-09T01:12Z [---] followers, [---] engagements "@FinanceLancelot Sorry but isnt this bullish bitcoin Sorry if I am missing something" [X Link](https://x.com/anyuser/status/1932195430575559100) 2025-06-09T21:57Z [---] followers, [----] engagements "@Kody__Rogers Share or $ Wow conviction" [X Link](https://x.com/10009nyny/status/1932451043121549581) 2025-06-10T14:53Z [---] followers, [---] engagements "@SemiAnalysis_ @InvestorVideos @satoritrade what do you think about this pricing" [X Link](https://x.com/10009nyny/status/1932452257108300197) 2025-06-10T14:58Z [---] followers, [--] engagements "@neilsbhatia @footballking42 What would it take for you to get back j to NBIS" [X Link](https://x.com/10009nyny/status/1932459083463811278) 2025-06-10T15:25Z [---] followers, [---] engagements "@dirtygreenpaper Didnt Russia / Ukraine stop it for many months" [X Link](https://x.com/10009nyny/status/1933627817411174426) 2025-06-13T20:49Z [---] followers, [---] engagements "@SixSigmaCapital For every stock in your portfolio you have a get out price" [X Link](https://x.com/10009nyny/status/1933656373100679417) 2025-06-13T22:42Z [---] followers, [---] engagements "@007ofWallSt Yes it does - the whole point is that its going to bypass credit cards" [X Link](https://x.com/10009nyny/status/1933687356206280709) 2025-06-14T00:46Z [---] followers, [--] engagements "@The_AI_Investor @InvestorVideos have you seen this Noted that the SAM comment from Hock wasnt profilic on last earnings" [X Link](https://x.com/10009nyny/status/1934990096345837974) 2025-06-17T15:02Z [---] followers, [---] engagements "@KirkSpano @DanDigital97981 Kirk have you seen this Essentially their view is if productivity increases it can pay off the debt https://youtu.be/4JA7n0wTChwsi=vn5Tpcc_1VBuzH1z https://youtu.be/4JA7n0wTChwsi=vn5Tpcc_1VBuzH1z" [X Link](https://x.com/10009nyny/status/1935888550064804046) 2025-06-20T02:32Z [---] followers, [--] engagements "@007ofWallSt No he sold $1b stocks" [X Link](https://x.com/10009nyny/status/1937344634608341046) 2025-06-24T02:58Z [---] followers, [--] engagements "@markoinny Dont markets bottom ahead of the economic indicators" [X Link](https://x.com/10009nyny/status/1937604846892515612) 2025-06-24T20:12Z [---] followers, [---] engagements "@RonCyr9 What would it take for you to go bullish It feels like nothing is gonna stop this market pending a black swan" [X Link](https://x.com/10009nyny/status/1938259482313953577) 2025-06-26T15:34Z [---] followers, [--] engagements "@hamids What did you invest across the prior [--] years Incredible performance" [X Link](https://x.com/10009nyny/status/1938362494843806062) 2025-06-26T22:23Z [---] followers, [---] engagements "@FinanceLancelot What would it take for you to go bullish Feels like fighting it any more is pointless" [X Link](https://x.com/10009nyny/status/1939509049256493263) 2025-06-30T02:19Z [---] followers, [----] engagements "@BickerinBrattle Sorry what does this mean Love your content by the way" [X Link](https://x.com/10009nyny/status/1939748551799558424) 2025-06-30T18:11Z [---] followers, [---] engagements "@AlexMoonvest Do you think investors will like that he spent so much money Would think this impacts margins" [X Link](https://x.com/10009nyny/status/1940120951888240761) 2025-07-01T18:50Z [---] followers, [---] engagements "@BullTradeFinder UNH said the same thing in q1 then withdrew guidance a couple weeks after" [X Link](https://x.com/10009nyny/status/1940156619599610101) 2025-07-01T21:12Z [---] followers, [---] engagements "@JonahLupton @foliotrail Possibly they hit the trough as EVs seem to be ramping back" [X Link](https://x.com/10009nyny/status/1940167678078947775) 2025-07-01T21:56Z [---] followers, [---] engagements "@market_sleuth @kazamakistrades I think this is bullish bc its just that the new fed chair will reduce rates regardless of economy" [X Link](https://x.com/10009nyny/status/1940495083876634672) 2025-07-02T19:37Z [---] followers, [--] engagements "@Kira29209779441 @gulagtrader I have no dog in this fight its just what the street believes" [X Link](https://x.com/10009nyny/status/1940559816864551360) 2025-07-02T23:54Z [---] followers, [--] engagements "@Kira29209779441 @gulagtrader Elon and the CFO has said several times on earnings call they would license it out Also currently Tesla is geofencing in their test driving @ldsmarketwizard @Kira29209779441" [X Link](https://x.com/10009nyny/status/1940565967077364211) 2025-07-03T00:19Z [---] followers, [--] engagements "@kazamakistrades @market_sleuth I saw this. The problem is you could have said this at any time in the last 5+ years right And would have missed out on a massive bull market" [X Link](https://x.com/10009nyny/status/1940738389298631128) 2025-07-03T11:44Z [---] followers, [--] engagements "@market_sleuth @alshfaw This is incorrect Puts are low because hedge funds are underexposed (in cash) Very different" [X Link](https://x.com/10009nyny/status/1940747564783206804) 2025-07-03T12:20Z [---] followers, [---] engagements "@jwat_5 Crushed it before anyone" [X Link](https://x.com/10009nyny/status/1940769122901803323) 2025-07-03T13:46Z [---] followers, [--] engagements "@fernandowavesfx @tMarketStation Why would market crash on a low volume day before July 4" [X Link](https://x.com/10009nyny/status/1940778363729465754) 2025-07-03T14:23Z [---] followers, [---] engagements "@GladsResearch Why are you so sure Havent you been calling a bear market since the beginning" [X Link](https://x.com/10009nyny/status/1940860619634376778) 2025-07-03T19:50Z [---] followers, [---] engagements "@SayNoToTrading @CMDarnton How did you know to buy at $7 Very impressed with that entry" [X Link](https://x.com/10009nyny/status/1940919259133366333) 2025-07-03T23:43Z [---] followers, [--] engagements "@SayNoToTrading @brent_e_trader You have a lot of positions Why not just own the SPY" [X Link](https://x.com/10009nyny/status/1940969511009816837) 2025-07-04T03:02Z [---] followers, [---] engagements "@donaldjdean Your charting doesnt really work Was wrong all thru q2" [X Link](https://x.com/10009nyny/status/1940972176880161013) 2025-07-04T03:13Z [---] followers, [---] engagements "@the_jefferymead Do you like the the OBBB" [X Link](https://x.com/10009nyny/status/1940972336569815342) 2025-07-04T03:14Z [---] followers, [--] engagements "@EvasTeslaSPlaid Can you post a photo of you eating said hot dog" [X Link](https://x.com/10009nyny/status/1941197651200127392) 2025-07-04T18:09Z [---] followers, [--] engagements "@Badie912 @GrindeOptions How do you know Do you sell CCs on all your stocks" [X Link](https://x.com/10009nyny/status/1941224494829592997) 2025-07-04T19:56Z [---] followers, [--] engagements "@Badie912 @GrindeOptions But the cash is still being used for income right And lowers risk Great work on this" [X Link](https://x.com/10009nyny/status/1941225235698893209) 2025-07-04T19:58Z [---] followers, [--] engagements "@mikealfred @FransBakker9812 @longoption @LTbioinvestor Guys am I missing something here NBIS is literally building data centers (see Finland) Doesnt take away that IREN is good too" [X Link](https://x.com/10009nyny/status/1941226883909341518) 2025-07-04T20:05Z [---] followers, [---] engagements "@theRealKiyosaki Didnt you predict a stock crash" [X Link](https://x.com/10009nyny/status/1941292366251556883) 2025-07-05T00:25Z [---] followers, [--] engagements "@KirkSpano In fairness this is all coming from left-ist media Market will continue ripping higher without a grey swan which supposedly has to do with debt but who knows when / where that will take place" [X Link](https://x.com/10009nyny/status/1941306033206632896) 2025-07-05T01:20Z [---] followers, [--] engagements "@hftquant_ You are literally a loser that fought the rally the entire time" [X Link](https://x.com/10009nyny/status/1941309532799737895) 2025-07-05T01:33Z [---] followers, [---] engagements "@grok @VShred_ @grok who is the woman" [X Link](https://x.com/10009nyny/status/1941450258401329158) 2025-07-05T10:53Z [---] followers, [--] engagements "@linzy_long_hold Yes companies in bankruptcy often times hire a chief restructuring officer" [X Link](https://x.com/10009nyny/status/1942226911406481753) 2025-07-07T14:19Z [---] followers, [--] engagements "@LayahHeilpern @Crypt2Equalizer You trust Donald Trump tho" [X Link](https://x.com/10009nyny/status/1942234077093941551) 2025-07-07T14:47Z [---] followers, [---] engagements "@traderjane123 @AlexSchettino Wrong" [X Link](https://x.com/10009nyny/status/1942366210508636488) 2025-07-07T23:32Z [---] followers, [--] engagements "@KirkSpano @rcwhalen @federalreserve @GoldmanSachs @FTJFranklin @POTUS Youre suggesting the govt WANTS a debt crisis scare as ammunition to do QE" [X Link](https://x.com/10009nyny/status/1942385321091490075) 2025-07-08T00:48Z [---] followers, [--] engagements "@WatsonsOptions @ninebeers85 @jam_croissant Why would low vol be done Its summer so generally low vol. maybe some vol as we head into end of July but thats seasonal" [X Link](https://x.com/10009nyny/status/1942418968146247771) 2025-07-08T03:02Z [---] followers, [--] engagements "@Simon_Gin7up @jam_croissant What do you mean all in The only countries that matter are China and India and EU and those are less drastic Market was caught off guard with high tariffs but now not surprised Wall Street is not Main Street here and people will look through tariffs" [X Link](https://x.com/10009nyny/status/1942420929960690010) 2025-07-08T03:10Z [---] followers, [--] engagements "@CraigElmendice @Downtown Are you still in this Whats your thesis" [X Link](https://x.com/10009nyny/status/1942427725240697224) 2025-07-08T03:37Z [---] followers, [--] engagements "@MeLoveTheMarket @blakestonks @unusual_whales Understand all that but as has been the case for many years Main Street isnt Wall Street. Markets front run noise" [X Link](https://x.com/10009nyny/status/1942437533062774923) 2025-07-08T04:16Z [---] followers, [--] engagements "@JasonP138 Why is Greece leading" [X Link](https://x.com/10009nyny/status/1942591868052685209) 2025-07-08T14:29Z [---] followers, [--] engagements "@jwat_5 I think they wouldnt want to sell it all now and the stock runs up right after - theoretically this ramp would be the entire thesis on investing in MBLY" [X Link](https://x.com/10009nyny/status/1942765956582740145) 2025-07-09T02:01Z [---] followers, [--] engagements "@BrianTycangco @yoschecht Brian youve been pretty off game lately China has been awful lately while US is ripping Any idea why China is doing so poorly" [X Link](https://x.com/10009nyny/status/1943108036739899530) 2025-07-10T00:40Z [---] followers, [--] engagements "@Proud_plants @bchesky Hasnt Airbnb stock underperformed Have you ever used bumble bff It sucks in my opinion but of course CEO cant say that" [X Link](https://x.com/10009nyny/status/1943151695875162144) 2025-07-10T03:34Z [---] followers, [--] engagements "@dollarsanddata So how should one invest" [X Link](https://x.com/10009nyny/status/1943289571116224898) 2025-07-10T12:41Z [---] followers, [---] engagements "@LysybP @stocktalkweekly @cass_ia_n Insurance is the most complex industry there is in my POV If you look at the charts every single bank has done great only because of deregulation and falling interest rates over the last [--] months" [X Link](https://x.com/10009nyny/status/1943296257851637762) 2025-07-10T13:08Z [---] followers, [--] engagements "@FinanceLancelot @jam_croissant All the people that have been hurt from the doomsday news" [X Link](https://x.com/10009nyny/status/1943403120102392065) 2025-07-10T20:13Z [---] followers, [---] engagements "@RentYourStocks Many were green too though You being bearish has likely hurt people" [X Link](https://x.com/10009nyny/status/1943414796528877750) 2025-07-10T20:59Z [---] followers, [--] engagements "@jaywhitcraft @GuntherEagleman Is there any validation to that besides what Tom Lee said" [X Link](https://x.com/10009nyny/status/1943442726403338696) 2025-07-10T22:50Z [---] followers, [--] engagements "@jaywhitcraft @GuntherEagleman Thank you I meant on the stablecoin bit - I havent been able to find confirmation outside of Tom Lee just saying it" [X Link](https://x.com/10009nyny/status/1943445619013493129) 2025-07-10T23:01Z [---] followers, [--] engagements "@jenzhuscott @elonmusk @grok Who are you to call them fuckups" [X Link](https://x.com/10009nyny/status/1943464806775701996) 2025-07-11T00:18Z [---] followers, [---] engagements "@MaartenDik It literally doesnt matter. As the White House said dont be a panican" [X Link](https://x.com/10009nyny/status/1943473151079579900) 2025-07-11T00:51Z [---] followers, [--] engagements "@LibertyLeverage @grizzlymarket25 @timeinmotion19 Grizz is an expert trader I think going forward it will serve to be more bullish" [X Link](https://x.com/10009nyny/status/1943692338229805542) 2025-07-11T15:22Z [---] followers, [--] engagements "@LibertyLeverage @grizzlymarket25 @timeinmotion19 Weve had several crashes (Covid [----] this year etc) where individual stocks fell up to 70% There are tons of bears on the institutional side that are begrudgingly adding Everyone is on hyper alert This is the most hated rally So tell me what can cause a crash" [X Link](https://x.com/10009nyny/status/1943695132533932496) 2025-07-11T15:33Z [---] followers, [--] engagements "@RealSimpleAriel What do you think about below Investors overthink too much and have these elaborate ideas of how narratives are driving down their SaaS stocks. End of the day these are just low growth stocks trading at 40x 50x 100x Investors overthink too much and have these elaborate ideas of how narratives are driving down their SaaS stocks. End of the day these are just low growth stocks trading at 40x 50x 100x" [X Link](https://x.com/10009nyny/status/1943754162174378297) 2025-07-11T19:28Z [---] followers, [---] engagements "@TomLambos Do you know what they even do" [X Link](https://x.com/10009nyny/status/1943833522848116987) 2025-07-12T00:43Z [---] followers, [--] engagements "@JaguarAnalytics Do you think they appropriately calcd tariff risk though On the earnings call sounded like they didnt" [X Link](https://x.com/10009nyny/status/1944016720030494858) 2025-07-12T12:51Z [---] followers, [--] engagements "@AdamoMancino @Wolfdog_Capital Thank you" [X Link](https://x.com/10009nyny/status/1944022471591833693) 2025-07-12T13:14Z [---] followers, [--] engagements "@RealSimpleAriel I think the market doesnt know which software company will actually be able to benefit from AI. Thats what PLTR is being bid up - they are willing to overpay for quality Theoretically in the coming months the leaders will emerge" [X Link](https://x.com/10009nyny/status/1944088596602138669) 2025-07-12T17:36Z [---] followers, [---] engagements "@Meiyubense When did you buy all these Hopefully in April" [X Link](https://x.com/10009nyny/status/1944089091286466761) 2025-07-12T17:38Z [---] followers, [--] engagements "@RapallaInvests @Badie912 @al I can promise you literally every consumer health company has a slide like this" [X Link](https://x.com/10009nyny/status/1944151718431772765) 2025-07-12T21:47Z [---] followers, [--] engagements "@RapallaInvests @Badie912 @al Historically it was a very poor product (hence why stock down 75% all time KOLs that interviewed doctors found they were overpaying fired prior CEO CMS fraud investigation etc) However to your point things might have changed. Time will tell" [X Link](https://x.com/10009nyny/status/1944153604270829861) 2025-07-12T21:55Z [---] followers, [--] engagements "@RyanAFournier Are you the tik tok guy" [X Link](https://x.com/10009nyny/status/1944176609407177069) 2025-07-12T23:26Z [---] followers, [--] engagements "@Noamneo_ @ElijahCablerF No its still bad" [X Link](https://x.com/10009nyny/status/1944202802764316981) 2025-07-13T01:10Z [---] followers, [--] engagements "@samsolid57 I think its fair for people to care What if they had family on the island What if they had family in Iran" [X Link](https://x.com/10009nyny/status/1944244804906324005) 2025-07-13T03:57Z [---] followers, [--] engagements "@biancoresearch @piptrain @truflation @BobEUnlimited it looks like you were off here" [X Link](https://x.com/10009nyny/status/1944771149725831506) 2025-07-14T14:49Z [---] followers, [--] engagements "@JerryFreundNY @GEVernova @GE_Aerospace Great call" [X Link](https://x.com/10009nyny/status/1944835969053564999) 2025-07-14T19:06Z [---] followers, [--] engagements "@CompoundinGirl Respectfully of course it would do poorly in a trade war However if that stops it might do better" [X Link](https://x.com/10009nyny/status/1944891739569111197) 2025-07-14T22:48Z [---] followers, [---] engagements "@grizzlymarket25 With cpi and JPM might get pushed down tomorrow" [X Link](https://x.com/10009nyny/status/1944902651247759375) 2025-07-14T23:31Z [---] followers, [--] engagements "@merlinscapital She was wrong on Iran despite being 99% sure" [X Link](https://x.com/10009nyny/status/1945299944467829050) 2025-07-16T01:50Z [---] followers, [---] engagements "@justin323032 In one sentence you should be able to tell me what DUOL does if you can trade it" [X Link](https://x.com/10009nyny/status/1945349812787855743) 2025-07-16T05:08Z [---] followers, [--] engagements "@CharlesO65388 In one sentence you should be able to tell me what DUOL does if you can trade it" [X Link](https://x.com/10009nyny/status/1945349877774397574) 2025-07-16T05:08Z [---] followers, [--] engagements "@ruth_capital @wolfofharcourt This was per the Press Release. These results arent that great when you factor this in right" [X Link](https://x.com/10009nyny/status/1945352241344344222) 2025-07-16T05:18Z [---] followers, [---] engagements "@DocLW Do you have a thesis you could share please" [X Link](https://x.com/10009nyny/status/1945357890052669662) 2025-07-16T05:40Z [---] followers, [---] engagements "@DividendsFrom Why did you close Clbt" [X Link](https://x.com/10009nyny/status/1945358155166142854) 2025-07-16T05:41Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@10009nyny JayJay posts on X about stocks, bearish, bullish, ai the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance stocks technology brands countries cryptocurrencies automotive brands celebrities exchanges fashion brands social networks
Social topic influence stocks, bearish, bullish, ai, money, in the, if you, china, meta, $googl
Top accounts mentioned or mentioned by @grok @remindmeofthis @saynototrading @ramahluwalia @kirkspano @sixsigmacapital @davevermilion @ozzylivin @pregory1 @psychprofits @dannydayan5 @liathetrader @epictrades1 @pepemoonboy @ohare888 @jwat5 @amitisinvesting @martinshkreli @petrakov47 @hvbcapital
Top assets mentioned Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Bitcoin (BTC) NVIDIA Corp. (NVDA) Mobileye Global Inc. (MBLY) Netflix Inc (NFLX) Uber Technologies, Inc. (UBER) Opendoor Technologies Inc Common Stock (OPEN) Oracle Corporation (ORCL) Robinhood Markets, Inc. (HOOD) Metadium (META) Taiwan Semiconductor (TSM) Better Home & Finance Holding Company Class A Common Stock (BETR) Enovix Corporation Common Stock (ENVX) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) SPX6900 (SPX) PNC Financial Services Group Inc (PNC) Coinbase Global Inc. (COIN)
Top posts by engagements in the last [--] hours
"Good showing by $MBLY First clip Ive seen on Volkswagen https://youtu.be/lNiF22akJEIsi=dZtZIwq2p0l0BJcx http://ID.Buzz https://youtu.be/lNiF22akJEIsi=dZtZIwq2p0l0BJcx http://ID.Buzz"
X Link 2025-01-12T22:57Z [--] followers, [---] engagements
"@Kody__Rogers @ASPIsotopes Is market front running the good news"
X Link 2025-01-13T15:15Z [--] followers, [--] engagements
"@TheRonnieVShow Curious why you think a short. This got a few upgrades today"
X Link 2025-01-13T20:32Z [--] followers, [---] engagements
"@TheRonnieVShow Sorry understood this is a setup. Thanks Ronnie"
X Link 2025-01-13T20:35Z [--] followers, [--] engagements
"@jwat_5 Thanks for posting Jared. Though in fairness I think only Waymo has provided real data. Mobileye has published a lot of white papers but also hasnt really quantified it"
X Link 2025-01-14T05:49Z [--] followers, [--] engagements
"@Mr_Derivatives Was the right call"
X Link 2025-01-14T11:09Z [--] followers, [--] engagements
"$TSM double beat with $2.24 EPS and $26.88B revenue for the fourth quarter ended December [--] 2024"
X Link 2025-01-16T05:40Z [--] followers, [---] engagements
"@em013L Fair points I guess ultimately depends on time horizon. Are you suggesting people shouldnt invest in single stocks Or to just stay diversified then. I love and respect your content but wasnt fully following takeaway"
X Link 2025-01-17T16:15Z [--] followers, [--] engagements
"@vendettivanessa @stocktalkweekly Do we know if his X account got hacked Odd there isnt more info right"
X Link 2025-01-18T06:32Z [--] followers, [---] engagements
"@JessInskip_ Was kidding I loved your market content TikToks"
X Link 2025-01-19T05:39Z [--] followers, [--] engagements
"@alexxsedlak I think its because of national security. They were building a case and dealing with appeals for last few months"
X Link 2025-01-19T15:32Z [--] followers, [--] engagements
"@TheRonnieVShow Re: #1 they may get spun out of Intel in the event they are carved out of the acquisition of assets"
X Link 2025-01-21T02:54Z [--] followers, [---] engagements
"@DanielTNiles Given the TSM earnings and Supergate news have you changed your opinion on Nvidia"
X Link 2025-01-22T05:53Z [--] followers, [--] engagements
"@DanielTNiles Am I missing something Why are you comparing OVERALL capex to $80B of data center capex [--] capex will likely be $100B What about Stargate capex"
X Link 2025-01-22T05:56Z [--] followers, [--] engagements
"@otigart @johnredwood Actually Coinbase CEO was at Davos for example"
X Link 2025-01-22T07:57Z [--] followers, [--] engagements
"@alc2022 Could you please look at $mbly"
X Link 2025-01-23T12:46Z [--] followers, [---] engagements
"@AdamoMancino Rivian actually used to work with them but brought it in house with nvidia chips"
X Link 2025-01-24T20:37Z [--] followers, [--] engagements
"@jwat_5 Interesting you had SAP talking up AI heavily this morning. Will be a question on if they are able to differentiate as inevitably every company with drop it in"
X Link 2025-01-28T18:56Z [--] followers, [---] engagements
"@firstadopter But this isnt illegal is it Didnt they say they used OpenAI in their whitepaper"
X Link 2025-01-29T04:24Z [--] followers, [---] engagements
"@hsu_steve Had trouble reading past this. Its very hard for me to take seriously when NVDA has a 90% market share precisely because its so hard It isn't that hard to design competitive chips for LLM-transformer computations"
X Link 2025-01-29T07:53Z [--] followers, [--] engagements
"@yehoshzl My view is OEMs need improvements on macro for confidence to announce a big deal Feels rough for any to announce something splashy while down car sales"
X Link 2025-02-03T18:22Z [--] followers, [--] engagements
"@PolarizingLit Youre such a good / pretty mom"
X Link 2025-02-03T19:05Z [--] followers, [--] engagements
"@sechavarria22 @Tech_Investor20 Whats your thesis"
X Link 2025-02-04T00:34Z [--] followers, [--] engagements
"@firstadopter How much of this goes to Nvidia vs Googles own chips"
X Link 2025-02-04T21:40Z [--] followers, [---] engagements
"@The_AI_Investor What if they spend it all on their own chips instead of Nvidia"
X Link 2025-02-04T21:54Z [--] followers, [---] engagements
"@_JoseNajarro How much of spend is for Nvdia vs Broadcom"
X Link 2025-02-04T21:55Z [--] followers, [--] engagements
"@scenicnights @amitisinvesting Problem is likely going to in house TPUs"
X Link 2025-02-05T00:32Z [--] followers, [---] engagements
"@scenicnights @amitisinvesting Interesting thanks"
X Link 2025-02-05T00:38Z [--] followers, [--] engagements
"@ajufrancis @StockSavvyShay Great perspective but why do you think Nvidia cant outcompete them in inference as well"
X Link 2025-02-05T05:51Z [--] followers, [---] engagements
"@dorse054 How did you calc this Isnt Q4 $28b"
X Link 2025-02-06T22:26Z [--] followers, [--] engagements
"@Iamraylin_nyc How did you calc this Capex was $83 for 2024"
X Link 2025-02-06T22:26Z [--] followers, [--] engagements
"@rwang07 Agreed Bank of China is injecting $140b for AI infrastructure however they will take all of western share and have [--] year head start in operational leadership"
X Link 2025-02-10T03:26Z [---] followers, [--] engagements
"@kakashiii111 Sorry if Im missing something but isnt this because of the [---] magnitude earthquake They refer to it in the actual release"
X Link 2025-02-11T02:47Z [---] followers, [--] engagements
"@chsmrrll @Jukanlosreve @paurooteri Do you mean deferred revenue That is cash in the door but they havent delivered the chip yet. Unearned revenue would not show up in the revenue they report to the street"
X Link 2025-02-11T05:27Z [---] followers, [--] engagements
"@Kody__Rogers @NuScale_Power @TerraPower @ASPIsotopes The chart looks great but I wish it would kick off like the others"
X Link 2025-02-11T13:07Z [---] followers, [---] engagements
"@KSM_Capital Are you in it"
X Link 2025-02-11T20:19Z [---] followers, [---] engagements
"@BrianTycangco Why is that Rivian also up"
X Link 2025-02-27T16:00Z [---] followers, [---] engagements
"@The_AI_Investor What did you do"
X Link 2025-03-04T00:16Z [---] followers, [---] engagements
"@saxena_puru @elonmusk Is Puru hacked"
X Link 2025-03-04T18:28Z [---] followers, [---] engagements
"@AdamoMancino Have you thought about getting back into ONDS"
X Link 2025-03-05T18:10Z [---] followers, [---] engagements
"@alc2022 Have you looked at Gitlab"
X Link 2025-03-05T18:51Z [---] followers, [---] engagements
"@dirtygreenpaper Would you get back in Or see how earnings goes first"
X Link 2025-03-05T18:54Z [---] followers, [--] engagements
"@samjurrens @EvenHerd Do you have price targets for them They have gone parabolic but had a large dip"
X Link 2025-03-05T19:00Z [---] followers, [--] engagements
"@samsolid57 What about Gitlabs accounting issue Does that cause concern"
X Link 2025-03-05T19:25Z [---] followers, [---] engagements
"@zohmbastic Are you in it They have earnings in [--] weeks"
X Link 2025-03-07T22:33Z [---] followers, [--] engagements
"@neilsbhatia How are you feeling on the other things in the port Are you selling to focus on core items"
X Link 2025-03-10T21:38Z [---] followers, [---] engagements
"@stepnotonpets Can you lay it out for us stupid people then I just see a bunch of negative posts without any context"
X Link 2025-03-11T14:05Z [---] followers, [--] engagements
"@dalibali2 What about $zeta"
X Link 2025-03-12T00:57Z [---] followers, [---] engagements
"@WrenIndian @naanthannaantha @dnystedt So we should turn away SoftBank and Saudi Arabia investments too They will be getting access to US tech also"
X Link 2025-03-12T06:19Z [---] followers, [--] engagements
"@WrenIndian @naanthannaantha @dnystedt You didnt answer the most important point I made - who could lead Intel There already is only a couple fabs If you recall Global Foundries the only other player was approached and declined it So literally no other option"
X Link 2025-03-12T06:36Z [---] followers, [--] engagements
"@alc2022 Would you consider looking at MBLY or NBIS or ZETA MBLY - Tesla software pure play comp NBIS- Coreweave comp in Semis Zeta - incredible cash flow in attach (ttd competitor)"
X Link 2025-03-12T07:07Z [---] followers, [---] engagements
"@ann192420 Can you provide a rough portfolio overview / allocation"
X Link 2025-03-12T10:36Z [---] followers, [--] engagements
"@CincinnatusPax @WrenIndian @naanthannaantha @dnystedt Can you point to one specific example of product leadership The new CEO was former board member who was frustrated with Pat and roadmap"
X Link 2025-03-12T21:17Z [---] followers, [--] engagements
"@LuoshengPeng Thank you for posting this"
X Link 2025-03-13T23:15Z [---] followers, [---] engagements
"@LindaRaschke @onelfri Linda I respect you but listen to yourselfyoure advocating people day trade put themselves through daily stress pay high ordinary income tax etc. There should be a balance or middle ground vs trade on an hourly time frame"
X Link 2025-03-14T05:52Z [---] followers, [---] engagements
"@PK_Fund Thanks PK - do you have any opinions on the macro And how that will impact holds like asts holo smci etc"
X Link 2025-03-14T06:07Z [---] followers, [---] engagements
"@samsolid57 @WOLF_Financial Im a big believer in Nebius. Follow a few people who cover it extensively I like it better than ALAB in the growth semis"
X Link 2025-03-17T17:23Z [---] followers, [---] engagements
"@kakashiii111 @theinformation Tbh this is old news"
X Link 2025-03-18T14:19Z [---] followers, [---] engagements
"@doryehezkek @TheRonnieVShow Is the Nvidia / GM deal thesis breaking At this point there are many headwinds for mbly that I see a sale as only pathway"
X Link 2025-03-18T18:11Z [---] followers, [---] engagements
"@foliotrail Can you provide a broad estimate on share count"
X Link 2025-03-18T19:08Z [---] followers, [--] engagements
"@theresa_perrin Did you see the $dell news"
X Link 2025-03-18T19:28Z [---] followers, [---] engagements
"@BigBreakfastLob Can you elaborate by political economy"
X Link 2025-03-20T01:25Z [---] followers, [--] engagements
"@PK_Fund Lol at the Aifu"
X Link 2025-03-20T02:38Z [---] followers, [---] engagements
"@market_sleuth How big is your average trade if I can ask"
X Link 2025-03-21T14:24Z [---] followers, [--] engagements
"@BoujeeFinances Dude respectfully these are all hype stocks indexed to tech It depends on risk tolerance and ability to handle drawdowns"
X Link 2025-03-22T21:01Z [---] followers, [---] engagements
"@BrianTycangco Brian be careful - this may be priced in. Thats why China has been selling off for weeks"
X Link 2025-03-25T14:06Z [---] followers, [---] engagements
"@InvestorMexican Look at Broadcom and Credo literally the exact same thing happened to them on their last earnings. I think semis are just a broken story for now"
X Link 2025-03-25T16:38Z [---] followers, [--] engagements
"@yehoshzl Good point but there was an interview with Rivian CEO where he talked about limits with the Mbly box vs the nvda omniverse that seemed a dealbreaker for him Also they are not a tech company - I view them more like a lucid where focused on the car over AV"
X Link 2025-03-26T07:16Z [---] followers, [--] engagements
"@theallinpod @GavinSBaker @CoreWeave @nvidia @Jason absolutely pwned @chamath"
X Link 2025-03-29T02:18Z [---] followers, [---] engagements
"@RonCyr9 Thank you Ron Incredible performance"
X Link 2025-03-31T04:35Z [---] followers, [--] engagements
"@RealSimpleAriel Didnt you get smoked with your energy trade too"
X Link 2025-04-04T00:36Z [---] followers, [---] engagements
"@stocktalkweekly Phenomenal. Have you closed hedges along the way Feels like maybe were close to a short term break"
X Link 2025-04-04T00:47Z [---] followers, [---] engagements
"@I_Am_MikeJones Any names top of list"
X Link 2025-04-07T00:59Z [---] followers, [--] engagements
"@scenicnights Given we gave up 60% of the gain in [--] day and tmrw looking bad he has a minority amount of control and even less so if there is a credit event"
X Link 2025-04-11T02:40Z [---] followers, [--] engagements
"@LogicalThesis @RedDevi52539977 It looks like it was a half truth tariffs are coming just not now Bbg has really been messing up lately"
X Link 2025-04-13T14:50Z [---] followers, [--] engagements
"@MomAngtrades Angie to be fair the original announcement was Bloomberg (theyv been wrong before) Not the White House"
X Link 2025-04-13T15:00Z [---] followers, [--] engagements
"@RealSimpleAriel PMI"
X Link 2025-04-14T01:24Z [---] followers, [---] engagements
"@RealSimpleAriel Also FUBO"
X Link 2025-04-14T01:28Z [---] followers, [--] engagements
"@zoomyzoomm Idk we literally have all these data tools that does what a human would do 100x faster and we currently have 4% unemployment. Allows for greater productivity Per the White House let him cook re:tariffs"
X Link 2025-04-14T02:28Z [---] followers, [---] engagements
"@AdamoMancino Did you see the Intel Alterra news Now we wait for the MBLY spin/sale"
X Link 2025-04-14T20:28Z [---] followers, [--] engagements
"@AdamoMancino Yeah hopefully this means they havent been selling shares on open market.though also not ideal because that means lower we can go"
X Link 2025-04-14T22:19Z [---] followers, [--] engagements
"@laurenbalik Zeta should do well too right What about magnate and trade desk"
X Link 2025-04-15T14:06Z [---] followers, [---] engagements
"@JonahLupton @DragonMaxGoku @EdLudlow What about $alab or $nbis somewhat adjacent and no China exposure"
X Link 2025-04-16T00:39Z [---] followers, [---] engagements
"@smartertrader @scenicnights I hope you diversifiedwe knew the China regulations were not factored in here"
X Link 2025-04-16T00:58Z [---] followers, [---] engagements
"@scenicnights @smartertrader Ok what if it falls to $60 because the gross margin gets cut by 40% due to US production and if Trump requires Nvda to personally guarantee H20s arent distributed to China I guess moot point if you arent overly exposed but given the stock is. However own 40% from the highs"
X Link 2025-04-16T01:41Z [---] followers, [--] engagements
"@jwat_5 @StevenACohen2 Off tbh there is a good chance he sold. Point [--] is notorious for being traders and they will not sit through losses"
X Link 2025-04-16T02:10Z [---] followers, [--] engagements
"@BrianTycangco It would be nice if the stock market stopped collapsing too tho"
X Link 2025-04-22T03:43Z [---] followers, [--] engagements
"@SpencerHakimian Thats what Trump is trying to do Pretty tough when literally a billion people globally are actively watching you do deals"
X Link 2025-04-24T15:34Z [---] followers, [---] engagements
"@ConsensusGurus When do you think it bottoms from selling standpoint and then stock value standpoint"
X Link 2025-04-28T02:21Z [---] followers, [---] engagements
"@dannycheng2022 What are the [--] names and allocations"
X Link 2025-04-30T05:04Z [---] followers, [----] engagements
"@Tesla Guys note the wording here. Sure the Tesla board didnt formally initiate a CEO search but board members could have make check/ins on ceo candidates I find this wording suspect"
X Link 2025-05-01T06:46Z [---] followers, [--] engagements
"@CompoundinGirl Well RE for diversification If China goes into recession with trade war thats bad for stocks Real estate in ATL or DTx likely is good cash flow"
X Link 2025-05-02T19:37Z [---] followers, [--] engagements
"@DividendG_Web3 @TheLongInvest No think he sold out fo all"
X Link 2025-05-02T23:11Z [---] followers, [--] engagements
"@skim87skim @SuperLuckeee What about the AI diffusion law going into effect next week"
X Link 2025-05-06T15:45Z [---] followers, [--] engagements
"@JonahLupton @ecommerceshares Ill look into it but I assume voting rights Equity ownership I assume is different"
X Link 2025-05-07T02:03Z [---] followers, [---] engagements
"@RonCyr9 I think you have a very balanced view compared to the sheep / perma bulls on X I didnt think youre short only. Rather you like the short set ups and recognize when they may go against you"
X Link 2025-05-08T18:09Z [---] followers, [--] engagements
"@mellowrk_lion My concern is they are stopping giving customer updates.it makes me think the next quarter or [--] might be lumpy Why give all those pipeline updates at the beginning call if they arent giving detail in upcoming calls"
X Link 2025-05-09T04:20Z [---] followers, [--] engagements
"@everytimeicash Why is it making a move when consumer confidence is low Feels like this would be hurt in a recession right"
X Link 2025-05-16T15:15Z [---] followers, [--] engagements
"@ConsensusGurus I dont know why nobody talked about this before US issues press release that literally blacklists all China chips - how is that good for trade talks"
X Link 2025-05-19T13:18Z [---] followers, [--] engagements
"@Bobby_11F are you still in GEV Great ride Bobby"
X Link 2025-05-25T17:01Z [---] followers, [---] engagements
"@everytimeicash Wolfe thoughts on $CLF"
X Link 2025-05-28T17:11Z [---] followers, [--] engagements
"@grizzlymarket25 @annmarie @EdLudlow Whats your plan now Grizz"
X Link 2025-05-29T01:38Z [---] followers, [--] engagements
"@sadiaalvi Is that Pepe in the background"
X Link 2025-05-29T03:17Z [---] followers, [--] engagements
"@OceanSailing3 Is that Pepe in the background on the right"
X Link 2025-05-29T03:23Z [---] followers, [--] engagements
"@everytimeicash Is that Pepe in the right side background"
X Link 2025-05-29T03:50Z [---] followers, [--] engagements
"@grizzlymarket25 @annmarie @EdLudlow Youre a pro"
X Link 2025-05-29T12:17Z [---] followers, [--] engagements
"@BickerinBrattle Sorry I cant tell we you bullish or bearish You sounded bullish but bought puts"
X Link 2025-05-29T14:08Z [---] followers, [---] engagements
"@SixSigmaCapital Good recent article on GE Vernova https://finance.yahoo.com/news/ge-vernova-backlog-hits-50-082001096.html https://finance.yahoo.com/news/ge-vernova-backlog-hits-50-082001096.html"
X Link 2025-05-30T01:41Z [---] followers, [--] engagements
"@stocktalkweekly @RonaldD05279371 Maybe its just me but Trump hasnt really softened up on tariffs He announced raising steels tariffs to [--] or [--] or 100% last week and then officially did it today Feels like people are taking casual comments out of context"
X Link 2025-05-30T23:29Z [---] followers, [---] engagements
"@stocktalkweekly @rocketmichaels If this is true every stock is going to get hammered could short just about anything in my view $TSM could actually be somewhat insulated given the MASSIVE political tie-in with the govt"
X Link 2025-05-31T01:17Z [---] followers, [---] engagements
"@foliotrail Well done sir"
X Link 2025-06-01T13:49Z [---] followers, [--] engagements
"@BrianTycangco Brian in fairness everytime there has been interaction it has been massively constructive"
X Link 2025-06-01T14:55Z [---] followers, [---] engagements
"@SarAEsQMd @BillAckman This post doesnt make any sense And isnt Coupang down 40%+ from IPO"
X Link 2025-06-01T20:43Z [---] followers, [---] engagements
"@dirtygreenpaper @everytimeicash have you looked at them Chart looks interesting"
X Link 2025-06-02T16:41Z [---] followers, [---] engagements
"@TKianidis Why is WPM up so much Would think Canada tariffs would hurt it"
X Link 2025-06-02T18:51Z [---] followers, [--] engagements
"@JayApted Jay it feels like the whole govt services group is getting hammered. Odd because Elon is leaving - is it a sell the news event"
X Link 2025-06-03T23:34Z [---] followers, [--] engagements
"@CRCtrades Why do you think so"
X Link 2025-06-04T20:29Z [---] followers, [--] engagements
"@HandsomeBear @market_sleuth You think the Fed is going to raise rates No chance"
X Link 2025-06-08T20:32Z [---] followers, [--] engagements
"@stepnotonpets Are you looking to buy on pullbacks or you mean to sell"
X Link 2025-06-09T01:12Z [---] followers, [---] engagements
"@FinanceLancelot Sorry but isnt this bullish bitcoin Sorry if I am missing something"
X Link 2025-06-09T21:57Z [---] followers, [----] engagements
"@Kody__Rogers Share or $ Wow conviction"
X Link 2025-06-10T14:53Z [---] followers, [---] engagements
"@SemiAnalysis_ @InvestorVideos @satoritrade what do you think about this pricing"
X Link 2025-06-10T14:58Z [---] followers, [--] engagements
"@neilsbhatia @footballking42 What would it take for you to get back j to NBIS"
X Link 2025-06-10T15:25Z [---] followers, [---] engagements
"@dirtygreenpaper Didnt Russia / Ukraine stop it for many months"
X Link 2025-06-13T20:49Z [---] followers, [---] engagements
"@SixSigmaCapital For every stock in your portfolio you have a get out price"
X Link 2025-06-13T22:42Z [---] followers, [---] engagements
"@007ofWallSt Yes it does - the whole point is that its going to bypass credit cards"
X Link 2025-06-14T00:46Z [---] followers, [--] engagements
"@The_AI_Investor @InvestorVideos have you seen this Noted that the SAM comment from Hock wasnt profilic on last earnings"
X Link 2025-06-17T15:02Z [---] followers, [---] engagements
"@KirkSpano @DanDigital97981 Kirk have you seen this Essentially their view is if productivity increases it can pay off the debt https://youtu.be/4JA7n0wTChwsi=vn5Tpcc_1VBuzH1z https://youtu.be/4JA7n0wTChwsi=vn5Tpcc_1VBuzH1z"
X Link 2025-06-20T02:32Z [---] followers, [--] engagements
"@007ofWallSt No he sold $1b stocks"
X Link 2025-06-24T02:58Z [---] followers, [--] engagements
"@markoinny Dont markets bottom ahead of the economic indicators"
X Link 2025-06-24T20:12Z [---] followers, [---] engagements
"@RonCyr9 What would it take for you to go bullish It feels like nothing is gonna stop this market pending a black swan"
X Link 2025-06-26T15:34Z [---] followers, [--] engagements
"@hamids What did you invest across the prior [--] years Incredible performance"
X Link 2025-06-26T22:23Z [---] followers, [---] engagements
"@FinanceLancelot What would it take for you to go bullish Feels like fighting it any more is pointless"
X Link 2025-06-30T02:19Z [---] followers, [----] engagements
"@BickerinBrattle Sorry what does this mean Love your content by the way"
X Link 2025-06-30T18:11Z [---] followers, [---] engagements
"@AlexMoonvest Do you think investors will like that he spent so much money Would think this impacts margins"
X Link 2025-07-01T18:50Z [---] followers, [---] engagements
"@BullTradeFinder UNH said the same thing in q1 then withdrew guidance a couple weeks after"
X Link 2025-07-01T21:12Z [---] followers, [---] engagements
"@JonahLupton @foliotrail Possibly they hit the trough as EVs seem to be ramping back"
X Link 2025-07-01T21:56Z [---] followers, [---] engagements
"@market_sleuth @kazamakistrades I think this is bullish bc its just that the new fed chair will reduce rates regardless of economy"
X Link 2025-07-02T19:37Z [---] followers, [--] engagements
"@Kira29209779441 @gulagtrader I have no dog in this fight its just what the street believes"
X Link 2025-07-02T23:54Z [---] followers, [--] engagements
"@Kira29209779441 @gulagtrader Elon and the CFO has said several times on earnings call they would license it out Also currently Tesla is geofencing in their test driving @ldsmarketwizard @Kira29209779441"
X Link 2025-07-03T00:19Z [---] followers, [--] engagements
"@kazamakistrades @market_sleuth I saw this. The problem is you could have said this at any time in the last 5+ years right And would have missed out on a massive bull market"
X Link 2025-07-03T11:44Z [---] followers, [--] engagements
"@market_sleuth @alshfaw This is incorrect Puts are low because hedge funds are underexposed (in cash) Very different"
X Link 2025-07-03T12:20Z [---] followers, [---] engagements
"@jwat_5 Crushed it before anyone"
X Link 2025-07-03T13:46Z [---] followers, [--] engagements
"@fernandowavesfx @tMarketStation Why would market crash on a low volume day before July 4"
X Link 2025-07-03T14:23Z [---] followers, [---] engagements
"@GladsResearch Why are you so sure Havent you been calling a bear market since the beginning"
X Link 2025-07-03T19:50Z [---] followers, [---] engagements
"@SayNoToTrading @CMDarnton How did you know to buy at $7 Very impressed with that entry"
X Link 2025-07-03T23:43Z [---] followers, [--] engagements
"@SayNoToTrading @brent_e_trader You have a lot of positions Why not just own the SPY"
X Link 2025-07-04T03:02Z [---] followers, [---] engagements
"@donaldjdean Your charting doesnt really work Was wrong all thru q2"
X Link 2025-07-04T03:13Z [---] followers, [---] engagements
"@the_jefferymead Do you like the the OBBB"
X Link 2025-07-04T03:14Z [---] followers, [--] engagements
"@EvasTeslaSPlaid Can you post a photo of you eating said hot dog"
X Link 2025-07-04T18:09Z [---] followers, [--] engagements
"@Badie912 @GrindeOptions How do you know Do you sell CCs on all your stocks"
X Link 2025-07-04T19:56Z [---] followers, [--] engagements
"@Badie912 @GrindeOptions But the cash is still being used for income right And lowers risk Great work on this"
X Link 2025-07-04T19:58Z [---] followers, [--] engagements
"@mikealfred @FransBakker9812 @longoption @LTbioinvestor Guys am I missing something here NBIS is literally building data centers (see Finland) Doesnt take away that IREN is good too"
X Link 2025-07-04T20:05Z [---] followers, [---] engagements
"@theRealKiyosaki Didnt you predict a stock crash"
X Link 2025-07-05T00:25Z [---] followers, [--] engagements
"@KirkSpano In fairness this is all coming from left-ist media Market will continue ripping higher without a grey swan which supposedly has to do with debt but who knows when / where that will take place"
X Link 2025-07-05T01:20Z [---] followers, [--] engagements
"@hftquant_ You are literally a loser that fought the rally the entire time"
X Link 2025-07-05T01:33Z [---] followers, [---] engagements
"@grok @VShred_ @grok who is the woman"
X Link 2025-07-05T10:53Z [---] followers, [--] engagements
"@linzy_long_hold Yes companies in bankruptcy often times hire a chief restructuring officer"
X Link 2025-07-07T14:19Z [---] followers, [--] engagements
"@LayahHeilpern @Crypt2Equalizer You trust Donald Trump tho"
X Link 2025-07-07T14:47Z [---] followers, [---] engagements
"@traderjane123 @AlexSchettino Wrong"
X Link 2025-07-07T23:32Z [---] followers, [--] engagements
"@KirkSpano @rcwhalen @federalreserve @GoldmanSachs @FTJFranklin @POTUS Youre suggesting the govt WANTS a debt crisis scare as ammunition to do QE"
X Link 2025-07-08T00:48Z [---] followers, [--] engagements
"@WatsonsOptions @ninebeers85 @jam_croissant Why would low vol be done Its summer so generally low vol. maybe some vol as we head into end of July but thats seasonal"
X Link 2025-07-08T03:02Z [---] followers, [--] engagements
"@Simon_Gin7up @jam_croissant What do you mean all in The only countries that matter are China and India and EU and those are less drastic Market was caught off guard with high tariffs but now not surprised Wall Street is not Main Street here and people will look through tariffs"
X Link 2025-07-08T03:10Z [---] followers, [--] engagements
"@CraigElmendice @Downtown Are you still in this Whats your thesis"
X Link 2025-07-08T03:37Z [---] followers, [--] engagements
"@MeLoveTheMarket @blakestonks @unusual_whales Understand all that but as has been the case for many years Main Street isnt Wall Street. Markets front run noise"
X Link 2025-07-08T04:16Z [---] followers, [--] engagements
"@JasonP138 Why is Greece leading"
X Link 2025-07-08T14:29Z [---] followers, [--] engagements
"@jwat_5 I think they wouldnt want to sell it all now and the stock runs up right after - theoretically this ramp would be the entire thesis on investing in MBLY"
X Link 2025-07-09T02:01Z [---] followers, [--] engagements
"@BrianTycangco @yoschecht Brian youve been pretty off game lately China has been awful lately while US is ripping Any idea why China is doing so poorly"
X Link 2025-07-10T00:40Z [---] followers, [--] engagements
"@Proud_plants @bchesky Hasnt Airbnb stock underperformed Have you ever used bumble bff It sucks in my opinion but of course CEO cant say that"
X Link 2025-07-10T03:34Z [---] followers, [--] engagements
"@dollarsanddata So how should one invest"
X Link 2025-07-10T12:41Z [---] followers, [---] engagements
"@LysybP @stocktalkweekly @cass_ia_n Insurance is the most complex industry there is in my POV If you look at the charts every single bank has done great only because of deregulation and falling interest rates over the last [--] months"
X Link 2025-07-10T13:08Z [---] followers, [--] engagements
"@FinanceLancelot @jam_croissant All the people that have been hurt from the doomsday news"
X Link 2025-07-10T20:13Z [---] followers, [---] engagements
"@RentYourStocks Many were green too though You being bearish has likely hurt people"
X Link 2025-07-10T20:59Z [---] followers, [--] engagements
"@jaywhitcraft @GuntherEagleman Is there any validation to that besides what Tom Lee said"
X Link 2025-07-10T22:50Z [---] followers, [--] engagements
"@jaywhitcraft @GuntherEagleman Thank you I meant on the stablecoin bit - I havent been able to find confirmation outside of Tom Lee just saying it"
X Link 2025-07-10T23:01Z [---] followers, [--] engagements
"@jenzhuscott @elonmusk @grok Who are you to call them fuckups"
X Link 2025-07-11T00:18Z [---] followers, [---] engagements
"@MaartenDik It literally doesnt matter. As the White House said dont be a panican"
X Link 2025-07-11T00:51Z [---] followers, [--] engagements
"@LibertyLeverage @grizzlymarket25 @timeinmotion19 Grizz is an expert trader I think going forward it will serve to be more bullish"
X Link 2025-07-11T15:22Z [---] followers, [--] engagements
"@LibertyLeverage @grizzlymarket25 @timeinmotion19 Weve had several crashes (Covid [----] this year etc) where individual stocks fell up to 70% There are tons of bears on the institutional side that are begrudgingly adding Everyone is on hyper alert This is the most hated rally So tell me what can cause a crash"
X Link 2025-07-11T15:33Z [---] followers, [--] engagements
"@RealSimpleAriel What do you think about below Investors overthink too much and have these elaborate ideas of how narratives are driving down their SaaS stocks. End of the day these are just low growth stocks trading at 40x 50x 100x Investors overthink too much and have these elaborate ideas of how narratives are driving down their SaaS stocks. End of the day these are just low growth stocks trading at 40x 50x 100x"
X Link 2025-07-11T19:28Z [---] followers, [---] engagements
"@TomLambos Do you know what they even do"
X Link 2025-07-12T00:43Z [---] followers, [--] engagements
"@JaguarAnalytics Do you think they appropriately calcd tariff risk though On the earnings call sounded like they didnt"
X Link 2025-07-12T12:51Z [---] followers, [--] engagements
"@AdamoMancino @Wolfdog_Capital Thank you"
X Link 2025-07-12T13:14Z [---] followers, [--] engagements
"@RealSimpleAriel I think the market doesnt know which software company will actually be able to benefit from AI. Thats what PLTR is being bid up - they are willing to overpay for quality Theoretically in the coming months the leaders will emerge"
X Link 2025-07-12T17:36Z [---] followers, [---] engagements
"@Meiyubense When did you buy all these Hopefully in April"
X Link 2025-07-12T17:38Z [---] followers, [--] engagements
"@RapallaInvests @Badie912 @al I can promise you literally every consumer health company has a slide like this"
X Link 2025-07-12T21:47Z [---] followers, [--] engagements
"@RapallaInvests @Badie912 @al Historically it was a very poor product (hence why stock down 75% all time KOLs that interviewed doctors found they were overpaying fired prior CEO CMS fraud investigation etc) However to your point things might have changed. Time will tell"
X Link 2025-07-12T21:55Z [---] followers, [--] engagements
"@RyanAFournier Are you the tik tok guy"
X Link 2025-07-12T23:26Z [---] followers, [--] engagements
"@Noamneo_ @ElijahCablerF No its still bad"
X Link 2025-07-13T01:10Z [---] followers, [--] engagements
"@samsolid57 I think its fair for people to care What if they had family on the island What if they had family in Iran"
X Link 2025-07-13T03:57Z [---] followers, [--] engagements
"@biancoresearch @piptrain @truflation @BobEUnlimited it looks like you were off here"
X Link 2025-07-14T14:49Z [---] followers, [--] engagements
"@JerryFreundNY @GEVernova @GE_Aerospace Great call"
X Link 2025-07-14T19:06Z [---] followers, [--] engagements
"@CompoundinGirl Respectfully of course it would do poorly in a trade war However if that stops it might do better"
X Link 2025-07-14T22:48Z [---] followers, [---] engagements
"@grizzlymarket25 With cpi and JPM might get pushed down tomorrow"
X Link 2025-07-14T23:31Z [---] followers, [--] engagements
"@merlinscapital She was wrong on Iran despite being 99% sure"
X Link 2025-07-16T01:50Z [---] followers, [---] engagements
"@justin323032 In one sentence you should be able to tell me what DUOL does if you can trade it"
X Link 2025-07-16T05:08Z [---] followers, [--] engagements
"@CharlesO65388 In one sentence you should be able to tell me what DUOL does if you can trade it"
X Link 2025-07-16T05:08Z [---] followers, [--] engagements
"@ruth_capital @wolfofharcourt This was per the Press Release. These results arent that great when you factor this in right"
X Link 2025-07-16T05:18Z [---] followers, [---] engagements
"@DocLW Do you have a thesis you could share please"
X Link 2025-07-16T05:40Z [---] followers, [---] engagements
"@DividendsFrom Why did you close Clbt"
X Link 2025-07-16T05:41Z [---] followers, [--] engagements
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