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# ![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::101134748.png) @ALEXEIMARTOV Martin Bradstreet

Martin Bradstreet posts on X about goog, amzn, $goog, $nvcr the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::101134748/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:interactions.svg)

- X Week XXXXX +82%
- X Month XXXXXX +25%
- X Months XXXXXX +326%
- X Year XXXXXX +1,440%

### Mentions: XX [#](/creator/twitter::101134748/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:posts_active.svg)

- X Week XX +25%
- X Month XXX +105%
- X Months XXX +1,164%
- X Year XXX +810%

### Followers: XXXXX [#](/creator/twitter::101134748/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:followers.svg)

- X Week XXXXX +0.37%
- X Month XXXXX +3.20%
- X Months XXXXX +9.20%
- X Year XXXXX +1.70%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::101134748/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::101134748/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::101134748/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXX% [countries](/list/countries)  XXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[goog](/topic/goog) 7.41%, [amzn](/topic/amzn) 7.41%, [$goog](/topic/$goog) 7.41%, [$nvcr](/topic/$nvcr) 7.41%, [stz](/topic/stz) 5.56%, [$bats](/topic/$bats) 5.56%, [$9984t](/topic/$9984t) #1, [$amzn](/topic/$amzn) 5.56%, [$stz](/topic/$stz) 5.56%, [sydney](/topic/sydney) XXXX%

**Top accounts mentioned or mentioned by**
[@investornick](/creator/undefined) [@kairospraxis](/creator/undefined) [@no_cap_cap](/creator/undefined) [@nocapcap](/creator/undefined) [@80swith](/creator/undefined) [@investor_nick_](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@finphysnerd](/creator/undefined) [@metacriticcap](/creator/undefined) [@kevinespiritu](/creator/undefined) [@samsolid57](/creator/undefined) [@irbezek](/creator/undefined) [@ccmbrett](/creator/undefined) [@taobanker](/creator/undefined) [@hexsay21](/creator/undefined) [@nehapolitan](/creator/undefined) [@mikefritzell](/creator/undefined) [@prefshares](/creator/undefined) [@citrini7](/creator/undefined) [@ecommerceshares](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [NovoCure Limited Ordinary Shares (NVCR)](/topic/$nvcr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Dave Inc. Class A Common Stock (DAVE)](/topic/$dave) [Tesla, Inc. (TSLA)](/topic/$tsla) [Roblox, Corp. (RBLX)](/topic/$rblx) [Tempus AI, Inc. Class A Common Stock (TEM)](/topic/$tem) [D R Horton Inc (DHI)](/topic/$dhi) [Energy Transfer, LP. (ET)](/topic/$et) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Magna International (MGA)](/topic/$mga) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Cintas Corporation (CTAS)](/topic/$ctas) [Walmart, Inc. (WMT)](/topic/$wmt) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Wing Finance (WING)](/topic/$wing) [Shakita Inu (SHAK)](/topic/$shak) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Sweetgreen, Inc. (SG)](/topic/$sg) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Verisign, Inc. (VRSN)](/topic/$vrsn) [American Eagle Outfitters (AEO)](/topic/$aeo) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Mario Coin (COIN)](/topic/$coin) [Roku, Inc. (ROKU)](/topic/$roku) [Palantir (PLTR)](/topic/$pltr) [Bitcoin (BTC)](/topic/bitcoin) [USDC (USDC)](/topic/usdc)
### Top Social Posts [#](/creator/twitter::101134748/posts)
---
Top posts by engagements in the last XX hours

"One of the key strengths of Grok vs ChatGPT is its integration with X. For example i was running some valuation queries on $DHI (DH Horton Home Builders) and look at how it pulled in rich data to improve my request"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1944171171114889430) 2025-07-12 23:05:02 UTC 1923 followers, XXX engagements


"I made a twitter post button on gtoport _ Here's my portfolio as of yesterday: 6/19/25 Portfolio Update Longs (129.5%) $9984.T XXX% $AMZN XXX% $NVCR XXX% $GOOG XXX% $NXSN XXX% $DAVE XXX% $7808.T XXX% $STZ XXX% $BATS XXX% $TEVA XXX% $4374.T XXX% $U XXX% $GENI XXX% $9468.T XXX% $MGNI XXX% $CADL XXX% $KSPI XXX% $VEON XXX% $ET XXX% Shorts (-34.4%) Cash 5.0%"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1936096543716851953) 2025-06-20 16:19:21 UTC 1926 followers, 2850 engagements


"More nicotine more google. GL. XX% net long. I am outperforming SPY by a lot (esp given how short momentum I am) but have missed out on some big wins by not leaning into my inner degenerate (had a big $PRME position i rotated at the bottom for example). 7/22/25 Portfolio Update (port updates are from last night) Longs (126.7%) $GOOG XXX% $9984.T XXX% $AMZN XXX% $NVCR XXX% $BATS XXX% $STZ XXX% $7808.T XXX% $U XXX% $DAVE XXX% $4374.T XXX% $CADL XXX% $NDAQ XXX% $GENI XXX% $KSPI XXX% $VEON XXX% $MGA XXX% $9312.T XXX% $BIDU XXX% $DLO XXX% Shorts (-34.6%) Cash XXX% Top Shorts: $EWJ XXX% $RBLX 3.1%"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948087975700771318) 2025-07-23 18:29:01 UTC 1927 followers, XXX engagements


"7/19/25 Portfolio Update. XXXX% net long. Longs (123.1%) $9984.T XXX% $AMZN XXX% $NVCR XXX% $STZ XXX% $7808.T XXX% $GOOG XXX% $U XXX% $BATS XXX% $DAVE XXX% $4374.T XXX% $CADL XXX% $GENI XXX% $KSPI XXX% $VEON XXX% $MGA XXX% $9312.T XXX% $BIDU XXX% $DLO XXX% $MRVL XXX% Shorts (-34.7%) $EWJ XXX% $U 260116C00040000 XXX% $RBLX XXX% $ARKK XXX% $TEM XXX% $CTAS XXX% $WMT XXX% $TSLA XXX% $MNDY XXX% $IBM XXX% Cash XXXX% Reposting cos it got messed up and i like to have it in the blog. Main things coming this week re earnings posts etc. Wednesday evening: $GOOG $TSLA $IBM earnings Thursday before market"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947131947542827265) 2025-07-21 03:10:06 UTC 1927 followers, 1414 engagements


"Yeah I played poker professionally so am totally sick re: losing large sums of money (as long as I make the right decision have to lose a tonne before I care at all). And I still blame other investing pros for when I make a bad decision based on their comments. have to actively tell myself thats not what happened lol. No problem taking XXX% of the credit when it works out tho. Just tell family to buy SPY"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1945150645058855119) 2025-07-15 15:57:07 UTC 1927 followers, XXX engagements


"Yeah I mean I agree I try to stack rank my own ideas in terms of like take the XX top positions and order them in terms of which I would buy more of if I had to. But adding new positions adds a lot of mental overhead its hard to know the spots cold if u get too many. I am guilty of this at least"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947130728397066654) 2025-07-21 03:05:16 UTC 1921 followers, XX engagements


"@ecommerceshares @holdyourwinners the issue with these i feel is that they can't all be worth XX PE. $CMG $SG $CAVA $SHAK $WING etc they can't all be in every neighbourhood in America. that said typing the names out it does feel like it is time for lunch"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948459004558278778) 2025-07-24 19:03:21 UTC 1927 followers, XXX engagements


"@MetacriticCap gov has been very consistent that FDI = winning imo"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947868861573042489) 2025-07-23 03:58:20 UTC 1926 followers, XX engagements


"@KevinEspiritu it actually is deeper than it sounds especially in a world of content that is increasingly ephemeral"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948094712965112136) 2025-07-23 18:55:48 UTC 1923 followers, XX engagements


"@no_cap_cap Learning new things is interesting but also massive amounts of FOMO ha"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947134987020763382) 2025-07-21 03:22:11 UTC 1926 followers, XX engagements


"@80sWith Yeah the biggest bear case is just that standard of care moves out faster than the trials to integrate the new SOC so you never actually realize the benefits fully. But I do think we are catching up"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948462333266944012) 2025-07-24 19:16:35 UTC 1925 followers, XX engagements


"Can $GOOG just put Sydney Sweeney in some Warby Parker AI glasses or something come on guys this isn't hard"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948133874804150458) 2025-07-23 21:31:24 UTC 1920 followers, XXX engagements


"@no_cap_cap @KairosPraxis Most important quality for u to improve is patience lol"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1945142642641137797) 2025-07-15 15:25:19 UTC 1927 followers, XXX engagements


"@irbezek @CCM_Brett $VRSN amazingly well positioned company was still selling 100x rev in 2000"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1945616936903348673) 2025-07-16 22:50:00 UTC 1927 followers, XXX engagements


"The thing with NSCLC is just that with ICI unless you fit a specific genetic profile it beats the standard of care by a solid amount and is much less invasive than GIO. They have to phase the ramp to maximize payer approval (basically optimize their QALY number to get max reimbursement). I agree though in my substack write up the distribution of outcomes includes more losses than most investments I make - but if LUA works u get $30+ a share for sure and everything is pointing in the direction that it does. Also very positive that net patients is up X% but new patients in gio is down X% -"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948403428142817709) 2025-07-24 15:22:31 UTC 1925 followers, XX engagements


"they're all v good businesses that will almost surely continue to increase volume slowly and price at rate of inflation but i do think the final market state involves 3-4 main players not just ZYN. VELO also available at 7/11s in california now wasn't X months ago as far as i can tell"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947894616784592958) 2025-07-23 05:40:41 UTC 1925 followers, XX engagements


"Sydney Sweeney appears to wield influence 400m of market cap in a day $AEO"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948165193034596465) 2025-07-23 23:35:51 UTC 1920 followers, XX engagements


"@sowingalpha @Investor_NICK_ I could see it going back to all time highs for sure just way more nebulous than Sydney make stock go up should buy"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948179007431930240) 2025-07-24 00:30:45 UTC 1921 followers, XX engagements


"$NVCR numbers out selling off for some reason despite a rev beat and solid LUA growth. XXX patients on LUA would have been a nice fast ramp but Ill take XX% QoQ patient growth in lung (small base but this is what the Gio ramp look like). increasingly seeing payer approval for LUA also (Novocure gets the device to patients first under the assumption that insurers will eventually pay up once the device is shown to be necessary - this seems to be moving along well). A small inflection here will create solid rev growth - more patients of those patients more providing actual rev. And the device"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948396603896947012) 2025-07-24 14:55:24 UTC 1927 followers, XXX engagements


"yeah very complicated thing. My buddy @colesouth made a post once on X about how ex poker players are way too willing to blame variance in actual business situations. It has stuck with me for sure. When you actually work in a business rather than just invest in them you can be consistently amazed out how some people just seem to always pull shit off. There is a pretty significant (but not insurmountable) ability to bend the world to your will if your livelihood depends on it and you are competent. I have seen that very rarely with suppliers where I know exactly what was involved and it just"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1945166846371750232) 2025-07-15 17:01:30 UTC 1927 followers, XXX engagements


"@orrdavid shorting $COIN $RBLX $TSLA $ROKU $PLTR $TEM $CRCL is prob better way lower fee rate atm more tax optionality and it means ur not short nvda / amzn / gitlab/ tsm / natera / veracyte which are all defensible longs"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947707167735484916) 2025-07-22 17:15:50 UTC 1923 followers, XXX engagements


"@no_cap_cap yea even those are getting to the point they're not ridiculous. one thing about X that I think has broken everyones brains though is the trading mentality you dont need that many great ideas each year to get rich maybe X and X of them can not work out"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947126758794523111) 2025-07-21 02:49:29 UTC 1926 followers, XX engagements


"@Investor_NICK_ @clydekelly_ Influencers need to start getting paid in warrants"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1948194937625034759) 2025-07-24 01:34:03 UTC 1924 followers, XXX engagements


"Someone explain to me why bitcoin is good for america (no position). As pumped up as Circle is I can get behind ERC20 rails as a way to get foreign markets interested in the dollar through USDC. When crypto boomed over defi summer people liked USDC it actually works pretty well. And it legitimately creates demand for the US dollar. America even keeps the yield in the country (in $CRCL's coffers where they will eventually pay taxes) rather than paying it out from the treasury to another country. In this way its actually even better for the US than issuing treasuries to other sovereigns (all"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947396596112732511) 2025-07-21 20:41:44 UTC 1924 followers, XXX engagements


"@Investor_NICK_ if they could just issue a shitload of shares now and then buy houses with it"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947360142309396615) 2025-07-21 18:16:52 UTC 1922 followers, XXX engagements


"@Investor_NICK_ @taobanker no one uses any of that stuff and then they make X% on everything u buy"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1946624228515774562) 2025-07-19 17:32:37 UTC 1921 followers, XXX engagements


"1: is pretty borderline X acquisition was not normal we will build Toyota factory in Ohio stuff. And Biden blocked it initially prob extremely unpopular with all unions. Trump unblocked it and it went through in June right 2: think this is pretty complicated but it creates a lot of jobs and increases productivity for host country Just seems super good vs importing from that country or not having the factory at all"  
![@ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::101134748.png) [@ALEXEIMARTOV](/creator/x/ALEXEIMARTOV) on [X](/post/tweet/1947872222779215952) 2025-07-23 04:11:42 UTC 1924 followers, XX engagements