# ![@AlexTeha Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2791597522.png) @AlexTeha Alex Teha

Alex Teha posts on X about $cost, $ui, $gtlb, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2791597522/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2791597522/c:line/m:interactions.svg)

- [--] Week [-------] -89%
- [--] Month [----------] +23,743%
- [--] Months [----------] +480,824%
- [--] Year [----------] +56,246%

### Mentions: [--] [#](/creator/twitter::2791597522/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2791597522/c:line/m:posts_active.svg)

- [--] Month [--] -80%
- [--] Months [--] +192%
- [--] Year [--] -58%

### Followers: [---] [#](/creator/twitter::2791597522/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2791597522/c:line/m:followers.svg)

- [--] Week [---] +2.70%
- [--] Month [---] +3.10%
- [--] Months [---] +2.90%
- [--] Year [---] +22%

### CreatorRank: [---------] [#](/creator/twitter::2791597522/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2791597522/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49% [finance](/list/finance)  21% [technology brands](/list/technology-brands)  15% [cryptocurrencies](/list/cryptocurrencies)  12% [countries](/list/countries)  9% [automotive brands](/list/automotive-brands)  6% [social networks](/list/social-networks)  2% [travel destinations](/list/travel-destinations)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$cost](/topic/$cost) 8%, [$ui](/topic/$ui) 8%, [$gtlb](/topic/$gtlb) #11, [$googl](/topic/$googl) 7%, [$sfm](/topic/$sfm) 7%, [$wmt](/topic/$wmt) 7%, [ai](/topic/ai) 5%, [googl](/topic/googl) 5%, [$amzn](/topic/$amzn) 5%, [$nvda](/topic/$nvda) 4%

**Top accounts mentioned or mentioned by**
[@robertpera](/creator/undefined) [@jediant](/creator/undefined) [@ubiquiti](/creator/undefined) [@underlinux](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@bk8374021732854](/creator/undefined) [@chamath](/creator/undefined) [@grok](/creator/undefined) [@7innovator](/creator/undefined) [@hedgehogplus](/creator/undefined) [@tablesalt13](/creator/undefined) [@amitisinvesting](/creator/undefined) [@semianalysis](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@nazaninboniadi](/creator/undefined) [@davidondrej1](/creator/undefined) [@samanthaladuc](/creator/undefined) [@bstaples](/creator/undefined) [@sytses](/creator/undefined) [@michaeldell](/creator/undefined)

**Top assets mentioned**
[Costco Hot Dog (COST)](/topic/$cost) [Ubiquiti, Inc. (UI)](/topic/$ui) [GitLab Inc. (GTLB)](/topic/$gtlb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SafeMoon (SFM)](/topic/$sfm) [Walmart, Inc. (WMT)](/topic/$wmt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Oracle Corporation (ORCL)](/topic/$orcl) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Apple, Inc. (AAPL)](/topic/$aapl) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [First Solar, Inc. (FSLR)](/topic/$fslr) [Metadium (META)](/topic/$meta) [Shopify Inc (SHOP)](/topic/$shop) [Coupon Assets (CA)](/topic/$ca) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Frodo the virtual samurai (FROG)](/topic/$frog) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [monday.com Ltd. (MNDY)](/topic/$mndy) [Zscaler Inc (ZS)](/topic/$zs) [Datadog Inc (DDOG)](/topic/$ddog) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [WalletConnect Token (WCT)](/topic/wallet) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CFLD [--] page pitch for this smallcap: Only fiberOptic stock not at ATHs 20% of the market cap is cash Catalyst : $42.5B BEAD funding for rural internet with dominant recipient being fiber. Down 80% since Covid highs with no insiders bailing but adding to their position 17% insider ownership BABA (Build America Buy America) compliant $440M market cap "Identify stupidity and avoid it" Management style no debt raised money at the top of [----] vs Cambium stupidity. Only [--] analyst cover the stock no estimates beyond [----] so pretty under the radar. CEO pitch : BEAD funding + AI opportunity"  
[X Link](https://x.com/AlexTeha/status/1986931521891279080)  2025-11-07T22:59Z [---] followers, [----] engagements


"@JaguarAnalytics $GTLB $NOW"  
[X Link](https://x.com/AlexTeha/status/2019756660198179239)  2026-02-06T12:54Z [---] followers, [---] engagements


"Could go to $25-$20 . mind you they have $7 in cash per share and positive EBITDA and cashflow starts for the first time in [----]. Could easily issue a $1B buyback while shift from seat to usage base. Meanwhile you got accelerated agentic workload that only started accelerating meaningfully last year. And Co-founder still owns 10%. just had to side step from a close call with cancer. Im not inlove with the company but it's pretty obvious for any CTO that you need auditing/security/identity and have to upgrade to ultimate. maybe not the free-premium vibe coding SMB tier. willing to lose 10% for"  
[X Link](https://x.com/AlexTeha/status/2021729946520183111)  2026-02-11T23:35Z [---] followers, [---] engagements


"@BK8374021732854 I'm short $ARKK against $GTLB will probably cover and move to $FROG before close. it's tough out there but this is a great market to trade"  
[X Link](https://x.com/AlexTeha/status/2022001029819289605)  2026-02-12T17:33Z [---] followers, [---] engagements


"@DavidOndrej1 sounds like $GTLB ARPU will sky rocket as people move to ultimate tier over the year"  
[X Link](https://x.com/AlexTeha/status/2019760194679345452)  2026-02-06T13:08Z [---] followers, [---] engagements


"if you look at most analyst notes they all cite seat reduction and multiple compression. I haven't read one that points to competitors or product mix while I admit there is a lot of non-desirable aspects to their toolkit. but yeah the seat loss theory is BS you basically have to go ultimate to use bots or they cap you out. but who knows where the multiple of SAAS is when we see the turn in this J curve maybe agents bypass compilers/ DevOps are 0s by then and we're all on universal basic income watching slop at 2x speed. right now we seem to be tracking more of the $TEAM's of the world than"  
[X Link](https://x.com/AlexTeha/status/2022457232705884406)  2026-02-13T23:45Z [---] followers, [--] engagements


"If we keep the Genie cuffed to the lamp--SAAS survives If we use one of our wishes to set the Genie free this is the end of SAAS The selloff in $IGV ($MSFT $CRM $NOW $WDAY $MNDY $TEAM http://x.com/i/article/2022778241552125953 http://x.com/i/article/2022778241552125953"  
[X Link](https://x.com/AlexTeha/status/2022811680003231954)  2026-02-14T23:14Z [---] followers, [---] engagements


"RT @SamanthaLaDuc: Let me talk out this yen bounce & it's very bullish-and-bearish implications. Warning: 90% of Equity Bond & FX folks"  
[X Link](https://x.com/AlexTeha/status/2015101739788366259)  2026-01-24T16:37Z [---] followers, [--] engagements


"Claude commits 4% of GitHub estimated to reach 20% of commits by the end [----]. Claude fully enclosed in GitLab while transitioning to a usage based model with Duo platform. Market is so short term. Buying leaps in $GLTB today. 4x EV/sales 1B in cash co-founder with 10% stake and growth 25% CAGR with meaningful ARPU increase in the next 12-24months. This selloff in $IGV $CLOU $WCLD $MSFT is indiscriminate. All of the downgrades in $GTLB have sourced "multiple compression" not one is company specific or cite seat based revenue uncertainty and headwinds exactly during the shift to usage base"  
[X Link](https://x.com/AlexTeha/status/2021623242872725885)  2026-02-11T16:31Z [---] followers, [----] engagements


"@chamath $GTLB"  
[X Link](https://x.com/AlexTeha/status/2022405703412207653)  2026-02-13T20:21Z [---] followers, [---] engagements


"$IGV $MSFT $CRM $NOW $WDAY $MNDY $TEAM $GTLB $CRWD $ZS $DDOG The IGV sell off is following two narratives: [--]. Cheaper code doesn't mean fewer apps; it means a flood. Barriers fall competition explodes 10x and margins get crushed. Software becomes infinite but the alpha hits zero. [--]. The Coding cliff where AI agents bypass compilers and we go from 'Intent' straight to 'Binary' and 'execution' Who benefits https://t.co/HZZih9Rok3 https://t.co/HZZih9Rok3"  
[X Link](https://x.com/AlexTeha/status/2022814634319974839)  2026-02-14T23:26Z [---] followers, [---] engagements


"@MichaelDell $GTLB I guess I'll just keep posting this. Everytime someone says on-prem"  
[X Link](https://x.com/AlexTeha/status/2022822759278227689)  2026-02-14T23:58Z [---] followers, [---] engagements


"@biancoresearch @saylor But who are these people giving billions at 0% interest and funding this madness That is what I dont understand"  
[X Link](https://x.com/AlexTeha/status/1859473040662462536)  2024-11-21T05:44Z [---] followers, [---] engagements


"Were definitely in the New Paradigm phase in $MSTR Investors if you can call them that are literally saying its a new paradigm because Saylor who sells stock everyday to buy Bitcoin in a private wallet for himself has found an infinite money glitch by selling stock and convertible debt (all dilutive) to buy $BTC which investors could just do on their own. Everyone is tempted to short this but unfortunately its moving like 99-00 with 10-20% gap ups so its not worth it. Just buy Bitcoin directly. thats all Im saying"  
[X Link](https://x.com/AlexTeha/status/1859509805351944546)  2024-11-21T08:11Z [---] followers, [---] engagements


"@MartinShkreli I shorted [---] shares on this just to see if youre legit. Well played Insane call"  
[X Link](https://x.com/AlexTeha/status/1861263732984426570)  2024-11-26T04:20Z [---] followers, [---] engagements


"Super interesting company of Nebius $NBIS spinoff of formerly $YNDX (Yandex Russia's Google) which just resumed trading and was hidden because of all the election news it has all the European assets and all the top engineers that fled Russia + $2.3B in cash and a $700M investment which includes money from $NVDA that was announced yesterday. I bought some shares will probably add more after listening to the CEO who's been an amazing capital allocator while at Yandex. Pure European AI infrastructure play Here's a link to their @FT Interview @nebiusai @nebiusaistudio"  
[X Link](https://x.com/AlexTeha/status/1864185061974667751)  2024-12-04T05:48Z [---] followers, [----] engagements


"$UNH the CEO was shot in a cold calculated killing and the stock didn't even budge. If your stock doesn't budge when your CEO is killed--that shows the power of your entrenched business model on society. If this was any other company the stock would be down 10-15%. If it was $TSLA the stock would be down 90%. Take $FICO. the FICO score is basically a monopoly on [--] trillion dollars of mortgages. I'm pretty sure if someone shot that CEO the stock would be flat or up too. Terrible tragedy hopefully this killer and his backers are brought to justice Violence is never the answer"  
[X Link](https://x.com/AlexTeha/status/1864425491744088423)  2024-12-04T21:44Z [---] followers, [---] engagements


"Can someone explain $FICO to me. I really dont understand how a company growing 17% with decelerating revenues and gross margins where they are can squeeze more then [--] more years of EPS growth +30% Forward pe of [--] in [----] need to hold this for a decade to get a market multiple. Close to the S&P. I get its a monopoly on credit scoring but seriously what am I missing"  
[X Link](https://x.com/AlexTeha/status/1864920026400329820)  2024-12-06T06:29Z [---] followers, [---] engagements


"how is $APP worth more than $SHOP"  
[X Link](https://x.com/AlexTeha/status/1865080287027229140)  2024-12-06T17:06Z [---] followers, [--] engagements


"Lets play the game $PLTR bigger than $BABA $NOW and will open equal to $QCOM"  
[X Link](https://x.com/AlexTeha/status/1866051305225200119)  2024-12-09T09:24Z [---] followers, [---] engagements


"@DGretta_Author Why are grocery stocks doing so well $CASY $COST $SFM $WMT even in Canada $L is up like 3-400% in [--] years"  
[X Link](https://x.com/AlexTeha/status/1867431543872139579)  2024-12-13T04:49Z [---] followers, [--] engagements


"@Jedi_ant which month"  
[X Link](https://x.com/AlexTeha/status/1869425003353329888)  2024-12-18T16:50Z [---] followers, [----] engagements


"@Munchensenton @Jedi_ant I did I just was curious what they did. but it's all good. I'm up like 10k on my Tesla puts. Thanks all"  
[X Link](https://x.com/AlexTeha/status/1869474721894740392)  2024-12-18T20:08Z [---] followers, [--] engagements


"When I wrote this $UI was near $120-130. I said the stock would double in a year. It's slightly more than a year and the stock is up 200%. It looks like I wasn't bullish enough. I'm going need to make a new thread about how this gets to $1000 and how the forward P/E multiple is wrong and analyst don't know how to model future revenues but a Tsunami of EPS growth is coming over the next [--] years [--]. Ubiquiti has officially entered Enterprise with quality support software & hardware for expert/nuanced deployments. [--]. Unifi Protect and their quest to take Hikvision/Dahua/TP-link to the woodshed is"  
[X Link](https://x.com/AlexTeha/status/1879207052569981319)  2025-01-14T16:40Z [---] followers, [----] engagements


"$GEV takeaways. Missed EPS Missed revenues no pricing power on Turbines yet. this is all a backlog story. For EPS of $19 by [----]. you can buy $SIE for half the valuation. Or $FSLR for 1/4th. as Vernova CEO said. A MW is a MW"  
[X Link](https://x.com/AlexTeha/status/1882071048935604327)  2025-01-22T14:21Z [---] followers, [---] engagements


"Canada increased its border security budget to crack down on fentanyl and @realDonaldTrump still put Tariffs on Canada two weeks later and refused to take our PM calls. so explain that. Detecting and disrupting the fentanyl trade The Government of Canada will increase support to law enforcement agencies in detecting intercepting and addressing fentanyl and precursor chemicals by adding artificial intelligence and imaging tools that will further help detect illegal drugs before they enter Canada. As well the Canada Border Services Agency (CBSA) will train and deploy new canine teams to"  
[X Link](https://x.com/AlexTeha/status/1886221785869545806)  2025-02-03T01:14Z [---] followers, [---] engagements


"@mukund It must be signaling inflation. all the supermarkets are up big $SFM $CASEY $COST $WMT Valuation of these guys are all +40PE"  
[X Link](https://x.com/AlexTeha/status/1887691808727326957)  2025-02-07T02:36Z [---] followers, [--] engagements


"$UI Just hit a $599M quarterly run rate. When I first started investing in this company it was largely Airmax revenue doing $100M. There's a hand full of companies that grow their top line 500% in a decade and you guys did it with new product categories and you're earnings are accelerating again Mighty impressed with the 29% growth YoY and 9% acceleration QoQ This is the potential of @Ubiquiti unique model being realized. I've always wanted to see it manifest this way. Congratulations on a fantastic inflection that is seeing you move from SMB to enterprise grade in multiple product categories"  
[X Link](https://x.com/AlexTeha/status/1887917431399792708)  2025-02-07T17:32Z [---] followers, [----] engagements


"@sb800000 Let the tariff rhetoric on China peak and then buy. They changed some risk language around China which is why we got a big downgrade from Barclays. We've known about tariff risk for a while this is just an excuse to sell. The Barclays analyst are clueless on this name"  
[X Link](https://x.com/AlexTeha/status/1888967506016272447)  2025-02-10T15:05Z [---] followers, [---] engagements


"$SPOT doesn't own its content library has 3Mag [--] competitors. one of which $AMZN is the best at audiobooks. The other Youtube $GOOGL outpays every content creator and $AAPL gives 3months free every device purchase. So no pricing power. Long $AMZON $GOOGL. at $750. $SPOT is a short"  
[X Link](https://x.com/AlexTeha/status/1889073461315903580)  2025-02-10T22:06Z [---] followers, [----] engagements


"@7Innovator He's worth more from $OKLO haha"  
[X Link](https://x.com/AlexTeha/status/1889090308442591332)  2025-02-10T23:13Z [---] followers, [---] engagements


"I love $COST but. geez. we're at 60x forward EPS now. Only in the USA do you get grocers at monthly RSI's in the 90s. $WMT $CASY $SFM I don't understand paying 40-63xEPS for a sector growing in the high mid single digits as if people are going to hold these for at least [--] years. because that is how long it will take to get an S&P multiple for some of these names. Clearly the have good businesses but not even the magnificent [--] with their gross margins and dominance posses these types of metrics. Gun to my head I would probably buy $WMT of the above listed. but who is buying $SFM for 50x at"  
[X Link](https://x.com/AlexTeha/status/1890187999444627768)  2025-02-13T23:55Z [---] followers, [---] engagements


"Bought the $FSLR after hours low. they beat the lowest estimates on the street which was $15EPS. which is all I care about in a stock that's cut in have growing revenues 25% trading at 7xEPS. Guidance was as expected for me. My expectation were low 😇. Excellent operaters in the solar space. WMT family owns a big stake"  
[X Link](https://x.com/AlexTeha/status/1894502524876722333)  2025-02-25T21:39Z [---] followers, [----] engagements


"@JaguarAnalytics Ok does $COST count for staples/retail 🫣 60x quickly market is crashing hide in here 😆"  
[X Link](https://x.com/AlexTeha/status/1895253194990813245)  2025-02-27T23:22Z [---] followers, [---] engagements


"I dont know why they call staples the safety trade it always rolls over with the S&P500 with a slight lag then severely underperforms The safety trade is cash not : $WMT $COST $KO $PEP $PG $PM"  
[X Link](https://x.com/AlexTeha/status/1896705308581605657)  2025-03-03T23:32Z [---] followers, [---] engagements


"@TolerantParadox @jimcramer Take a look at $L Loblaws stock performance under libs versus Harper. He shit down small businesses and allowed the conglomerate to eat our entire country. Small businesses decimated in this decade. Just ignore the data"  
[X Link](https://x.com/AlexTeha/status/1898930501588484468)  2025-03-10T02:54Z [---] followers, [---] engagements


"@kosteye @Tablesalt13 I wish I live in Vancouver everyone I know is voting for economic suicide"  
[X Link](https://x.com/AlexTeha/status/1914507081518141889)  2025-04-22T02:30Z [---] followers, [---] engagements


"@Tablesalt13 @grok can you source this and explain it with some context"  
[X Link](https://x.com/AlexTeha/status/1916717277699096955)  2025-04-28T04:53Z [---] followers, [---] engagements


"Can I just say that this quarter from $UI @Ubiquiti @RobertPera @underlinux might be the best earnings Ive seen this quarter. Strong beat across the board with improving gross margins and this doesnt look like just tariff pull forward although there might be a little of that because Europe/Middle-East/Africa revenue accelerated so much and theyre not as exposed to tariffs. Almost 140% EPS growth YoY. So far the customers are loving the new products [----] stock by [----] if not sooner. Got a lot of reading to do but early impressions are impressive"  
[X Link](https://x.com/AlexTeha/status/1920810703839007002)  2025-05-09T11:58Z [---] followers, [----] engagements


"@chamath @grok Explain this to me in a sassy way that an adolescent child could understand and give me a buy or sell recommendation of @chamaths new venture given his SPAC record. Be extra sassy"  
[X Link](https://x.com/AlexTeha/status/1958782948582269100)  2025-08-22T06:47Z [---] followers, [----] engagements


"$UI earnings were so solid increased 10% of my position shares in pre-market. Just wow. excellent job @underlinux @RobertPera and the team at @Ubiquiti Amazing products software and financial milestones over the last [--] months"  
[X Link](https://x.com/AlexTeha/status/1958868073597084125)  2025-08-22T12:25Z [---] followers, [--] engagements


"$UI earnings were so solid I increased 10% of my position in pre-market. Just wow. excellent job @underlinux @RobertPera and the team at @Ubiquiti Amazing products software and financial milestones over the last [--] months"  
[X Link](https://x.com/AlexTeha/status/1958870607480648152)  2025-08-22T12:35Z [---] followers, [---] engagements


"After the 500% home run in $UI I'm looking another low risk high return setup. I think $CLFD should do very well over the next [--] years. A rural fiber play that should catch fire with multiple catalysts and I have high conviction after $ORCL call especially after Larry called out the +30 datacenters and Tsunami backlog. Their N. American fiberoptic production assets are worth at least 2x to competitor selling into the datacenter with supply constrained. Telecom space on fire check $XTL etf datacenter/AI/throughputratecut tailwin (check fibre names: $CIEN $GLW $APH already all time high ). This"  
[X Link](https://x.com/AlexTeha/status/1965851958155309274)  2025-09-10T18:56Z [---] followers, [--] engagements


"they did accelerate EPS during COVID rural move and that's a fraction of BEAD funding. If you look at the chart they know how to a surf a wave. They overplayed their hand with the Nester aquisition in Europe which is why cashflow went negative for so long but its positive now and management also raised $120M selling stock at the peak and repurchased those shares for 75% cheaper reducing the float to pre covid levels while adding that cash to the balance sheet. So they are far from incompetent. That being said this is a swing investment not going to hold this for longer than 1-3 years"  
[X Link](https://x.com/AlexTeha/status/1965859843727818998)  2025-09-10T19:28Z [---] followers, [--] engagements


"So silly When Canadians tell me Canada sucks and everyone is poor conditions are terrible. Youre right debasement happened in front of you. You were middle class they printed you to poverty. You were blindsided. Canada Economy Well its Parabolic. $BMO $CM $TD $BNS https://t.co/NnvhvWHTNi When Canadians tell me Canada sucks and everyone is poor conditions are terrible. Youre right debasement happened in front of you. You were middle class they printed you to poverty. You were blindsided. Canada Economy Well its Parabolic. $BMO $CM $TD $BNS https://t.co/NnvhvWHTNi"  
[X Link](https://x.com/AlexTeha/status/1967417602998964714)  2025-09-15T02:38Z [---] followers, [---] engagements


"@JeffBezos Very cool but why aren't you back at $AMZN leading the charge during the most important technological shift in history Musk can manage Tesla and SpaceX surely you can do both"  
[X Link](https://x.com/AlexTeha/status/1969263464712396901)  2025-09-20T04:52Z [---] followers, [----] engagements


"$TSLA should buy $FSLR and sell megablocks and utility scale solar. FirstSolar is vertically integrated in N. America and has a +70GW backlog. it seems like a now brainer. Trade at 10x next years earnings. would be accretive to earnings"  
[X Link](https://x.com/AlexTeha/status/1970155114511159301)  2025-09-22T15:55Z [---] followers, [---] engagements


"@amitisinvesting Tranium sucks. They are the GOATs of cloud [---]. but way behind in cloud [---]. If you're buying this youre betting on E-com with a prayer than they can update AWS into [---] while compute is scarce"  
[X Link](https://x.com/AlexTeha/status/1970538646886588865)  2025-09-23T17:19Z [---] followers, [----] engagements


"@chamath pledge to hold this for at least [--] years. 😂"  
[X Link](https://x.com/AlexTeha/status/1972795392342491576)  2025-09-29T22:47Z [---] followers, [---] engagements


"@Michaelrose102 @Citrini7 I like it the NVEE merger looks smart and undervalued now since the new CAPEX models for Utilities Gigawatt deployment. Need to do more work but I think it's a good name to have a starter position in"  
[X Link](https://x.com/AlexTeha/status/1973442343148912824)  2025-10-01T17:38Z [---] followers, [--] engagements


"$SPY $QQQ $NVDA $TSLA $GOOGL $AAPL $META $MSFT $ORCL $AMZN"  
[X Link](https://x.com/AlexTeha/status/1973505463544406407)  2025-10-01T21:49Z [---] followers, [---] engagements


"@rwang888 Cuda is a moat on the training side. inference is wide open and TPU is dominating in Token/Watt/$ on that side inference is 10-100x the size of training long term"  
[X Link](https://x.com/AlexTeha/status/1973515701148328163)  2025-10-01T22:29Z [---] followers, [--] engagements


"@SemiAnalysis_ @AnushElangovan great work guys Looking forward to learning more about the TPU market and how they fit in the future"  
[X Link](https://x.com/AlexTeha/status/1977462495142088752)  2025-10-12T19:52Z [---] followers, [----] engagements


"@HedgehogOptions $bidu has annoying gaps all over the place but that valuation and that wedge. it has a history of running 30-40% in bear market rallies from the 100Monthly moving avg"  
[X Link](https://x.com/AlexTeha/status/1086489936696532993)  2019-01-19T05:06Z [---] followers, [--] engagements


"@SeanSilcoff @nachkari @globeandmail $SHOP is dead. goodbye margins. Hello $AMZN"  
[X Link](https://x.com/AlexTeha/status/1517322136293044225)  2022-04-22T01:59Z [---] followers, [--] engagements


"@TallSeller What do you think about $AMZN and the prime button Is that why $ShOP sold off"  
[X Link](https://x.com/AlexTeha/status/1517363155852177408)  2022-04-22T04:42Z [---] followers, [--] engagements


"Not a big fan of this companies politics but the last two times $DIS touched the 100month moving average were insane buying opportunities. @HedgehogPlus"  
[X Link](https://x.com/AlexTeha/status/1518611632938647553)  2022-04-25T15:23Z [---] followers, [--] engagements


"The average of pure Networking companies (wireless and switching) reported a stepdown of 15-40% in revenue deceleration last Q. $EXTR $CMBM $CIEN $CSCO etc Last quarter Unifi grew $10M QoQ 2.6% ( 390M from 380M ) Unifi Protect is part of this revenue given Switching plunged so much in peer groups I think video must have kept revenue growing. Unknown what is the percentage but it must be substantial now given camera are the most sold out and demanded item by the community. Their WISP business decelerated $10M 12% ( 70M from 80M ). Wisp industry is awaiting FCC approval of 60Ghz spectrum."  
[X Link](https://x.com/AlexTeha/status/1776331322115629172)  2024-04-05T19:29Z [---] followers, [---] engagements


"😃 NEW: Jeff Bezos says he's 'very optimistic' about the incoming Trump administration offering to help streamline regulations and dismissing concerns about Elon Musk leveraging government power against competitors. "I'm actually very optimistic this time around. He seems to have https://t.co/0FdTSRFVSc NEW: Jeff Bezos says he's 'very optimistic' about the incoming Trump administration offering to help streamline regulations and dismissing concerns about Elon Musk leveraging government power against competitors. "I'm actually very optimistic this time around. He seems to have"  
[X Link](https://x.com/AlexTeha/status/1864518349310640240)  2024-12-05T03:53Z [---] followers, [---] engagements


"@Jedi_ant $COST $SFM $CASY $WMT all in the 99percentile of all valuation metric ratios and firing RSIs on the monthlies"  
[X Link](https://x.com/AlexTeha/status/1887192758697533613)  2025-02-05T17:33Z [---] followers, [---] engagements


"Haha. $PLTR about to take over $WFC in market cap. how far up this list can they go"  
[X Link](https://x.com/AlexTeha/status/1887921036055969870)  2025-02-07T17:47Z [---] followers, [---] engagements


"$CA / $CRRFY trading at 0.11x revenues. Meanwhile $WMT trading at 1.2x revenues. The spread between Europe's top supermarket chains and the US has never been wider"  
[X Link](https://x.com/AlexTeha/status/1889061747476373910)  2025-02-10T21:19Z [---] followers, [---] engagements


"$CA does 80-90B in sales. and sports a $9B valuation $SFM does 7.5B and sports a valuation $17B. The American premium is now at crazy territory"  
[X Link](https://x.com/AlexTeha/status/1889062227527033315)  2025-02-10T21:21Z [---] followers, [---] engagements


"@RealJimChanos @CliffordAsness You've done some great work Any thoughts on $WMT $COST $SFM $CASEY and the US grocers valuations Their European counterparts are trading at 0.5-0.1 the valuation of their American competitors"  
[X Link](https://x.com/AlexTeha/status/1889064823830507536)  2025-02-10T21:32Z [---] followers, [---] engagements


"Just look at the grocers like $SFM Saudi's exited their entire $WMT position 20% ago. Renaissance exited $COST 17% ago and sold down 70% of $WMT. the only one still buying these names are fomo chasers who missed $NVDA and mag7. [--] out of [--] active funds in these names were net sellers last quarter"  
[X Link](https://x.com/AlexTeha/status/1890528806286532706)  2025-02-14T22:29Z [---] followers, [---] engagements


"@Jedi_ant positive news flow also everyone had puts that expired today. MM robing put sellers. will crash next week probably. "im going to sell everything except the company exposed to every fund/etf/pension that isn't growing""  
[X Link](https://x.com/AlexTeha/status/1893010876288122917)  2025-02-21T18:52Z [---] followers, [---] engagements


"@JoeDoeKnowsGuy The multiple expansion has gone parabolic. After seeing the reaction in $WMT and $SFM Im surprised people arent taking some money off the table before earnings next week. Especially with [---] stores exposed to Mexico/Canada and all the tariff uncertainty"  
[X Link](https://x.com/AlexTeha/status/1894658624146084287)  2025-02-26T07:59Z [---] followers, [--] engagements


"After the 500% home run in $UI I'm looking another low risk high return setup. I think $CLFD should do very well over the next [--] years. A rural fiber play that should catch fire with multiple catalysts and I have high conviction after $ORCL call especially after Larry called out the +30 datacenters and Tsunami backlog. Their N. American fiberoptic production assets are worth at least 2x to competitor selling into the datacenter with current supply constrains. Telecom space on fire check $XTL etf datacenter/AI/throughputratecut tailwind (check fiber names: $CIEN $GLW $APH already all time high"  
[X Link](https://x.com/AlexTeha/status/1965853697281609867)  2025-09-10T19:03Z [---] followers, [----] engagements


"@HolySmokas This means nothing as a % of market cap. Less than half the move in gold this year. Peanuts"  
[X Link](https://x.com/AlexTeha/status/1980449720003858883)  2025-10-21T01:43Z [---] followers, [----] engagements


"@G_Bahadue People get it thats why Teslas trading 270x EPS"  
[X Link](https://x.com/AlexTeha/status/1985565776578015661)  2025-11-04T04:32Z [---] followers, [---] engagements


"As a shareholder I don't care. I believe in "first day mindset". They financed the deal with gains from share issuance in 2022-2023. They not only financed the deal they repurchased those shares at a discount to sale and have 100M in the bank leftover. The sale cleans up operating margins since the EU is a mess and allows them to focus on the US market which is about to get 20B in funding from BEAD and [---] datacenters that need to be connected to peripheral insfrastructure. While it was a waste I like that management is not driving while looking through the rear view mirror"  
[X Link](https://x.com/AlexTeha/status/1988675899504627941)  2025-11-12T18:30Z [---] followers, [--] engagements


"@JaguarAnalytics Notebook LLM is amazing. $GOOGL is going to win AI"  
[X Link](https://x.com/AlexTeha/status/1990449913315127571)  2025-11-17T16:00Z [---] followers, [---] engagements


"@Futurenvesting @amitisinvesting Hes been long all of the mag7s including $TSLA for a big chunk of the gains"  
[X Link](https://x.com/AlexTeha/status/1991019569247637953)  2025-11-19T05:43Z [---] followers, [--] engagements


"@Gaurav_ionet @Ar_Douillard 2x the prefomance of Ironwood or Trillium"  
[X Link](https://x.com/AlexTeha/status/1991300758986453267)  2025-11-20T00:21Z [---] followers, [----] engagements


"probably but does the market forever discount their growth premium vs. $GOOGL's Gemini which is organically funded Obviously they also take up a large and accelerating % of GCP compute. but if funding for anthropic & OpenAI dried up GCP + Gemini could absorb it's own compute as it takes share of AI workloads. Feels like the market is manifesting this outcome in price narrative"  
[X Link](https://x.com/AlexTeha/status/1992042422847918541)  2025-11-22T01:28Z [---] followers, [---] engagements


"Its not about who can sit in the best model spot its about the fact that $GOOGL doesnt have to pay the Nvidia toll to get there. Every other lab has a higher cost barrier of entry into the leading model spot So OpenAI will rise to the top again but it will need more and more circular financing to get there and stay there"  
[X Link](https://x.com/AlexTeha/status/1992051828956246080)  2025-11-22T02:05Z [---] followers, [---] engagements


"$Googl $Meta $aapl Just wait till Gemini licensed Siri starts a wave of speculation that Apple will order TPUs"  
[X Link](https://x.com/AlexTeha/status/1993207710708555901)  2025-11-25T06:38Z [---] followers, [---] engagements


"@Stephanie_Link Theyre not even part of the co-ASIC design for TPU. commodity margins for them. [--] margin power. The winner of TPU is $GOOGL. not $AVGO especially at this valuation. 2x the valuation of $NVDA with half the growth"  
[X Link](https://x.com/AlexTeha/status/1993305628983615881)  2025-11-25T13:07Z [---] followers, [---] engagements


"@firstadopter Youre just as bias with your NVDA takes"  
[X Link](https://x.com/AlexTeha/status/1993749491284156694)  2025-11-26T18:31Z [---] followers, [--] engagements


"@cloudetective she confirmed about $500M from an analyst on the call"  
[X Link](https://x.com/AlexTeha/status/1993810347531358481)  2025-11-26T22:33Z [---] followers, [--] engagements


"@SemiAnalysis_ Ok but you used Nano Banana for this so clearly long TPU Tribe"  
[X Link](https://x.com/AlexTeha/status/1996718293164466205)  2025-12-04T23:08Z [---] followers, [---] engagements


"@commonsenseplay Advertising a short position is never wise"  
[X Link](https://x.com/AlexTeha/status/2003285458604945701)  2025-12-23T02:04Z [---] followers, [--] engagements


"@DavidSacks all the Silver & Gold investors are thrilled of the deficit risk"  
[X Link](https://x.com/AlexTeha/status/2003567674597703831)  2025-12-23T20:45Z [---] followers, [--] engagements


"@Mrhigh611 The amount of silver also doubled since the 80s and its plentiful break even costs are about 11-17$ and if its expensive people switch to copper so yeah its a bubble"  
[X Link](https://x.com/AlexTeha/status/2004294244471918799)  2025-12-25T20:52Z [---] followers, [---] engagements


"@Vince_Stanzione didn't the volume of above ground silver also double since the 80s"  
[X Link](https://x.com/AlexTeha/status/2010762884620697899)  2026-01-12T17:16Z [---] followers, [---] engagements


"@Mr_Derivatives Theres a gap at $70"  
[X Link](https://x.com/AlexTeha/status/2012011458167803919)  2026-01-16T03:58Z [---] followers, [----] engagements


"@rohanpaul_ai based on this video @grok is this good for $GTLB and $TEAM"  
[X Link](https://x.com/AlexTeha/status/2014162898629583153)  2026-01-22T02:27Z [---] followers, [----] engagements


"@TheApeOfGoldST Its cause theyre traders and theyve seen a [----] parabolic moves and they all end the same way"  
[X Link](https://x.com/AlexTeha/status/2015691499510661457)  2026-01-26T07:41Z [---] followers, [---] engagements


"@saxena_puru @cperruna @YouTube QE & never ending stimulus = greater fool theory and FOMO game better to jump on #Bitcoin than EV hydrogen fuel and SPAC hype ( $noi $lazr $fsk $xpev $li $qs $plug ) and with non-stop dilution Might as well ride this bubble on the highest beta & limited float entity"  
[X Link](https://x.com/AlexTeha/status/1343423311443726336)  2020-12-28T05:07Z [---] followers, [--] engagements


"In regards to debt and interest for [----] I don't really mind given that margins will likely expand do to lower shipping costs and they can probably earn $650M on the low end without a stock buy back 400M can go to repaying debt. So in [--] years the business will be debt free. Pera already paid off the collateral for his loans so he could be using the dividend to build a financial cushion for himself before he swaps the divident for more repurchases or pays down further debt with the extra 145M that usually goes to divy. The great thing about this business is how much cash it can produce and"  
[X Link](https://x.com/AlexTeha/status/1711932384621596799)  2023-10-11T02:31Z [---] followers, [---] engagements


"@tobi We need a DOGE for Canada and AI tech support for the country to upgrade its processes with modern tools in order and compound results driven policy. Its really sad that a country with this much resources is lagging behind so much"  
[X Link](https://x.com/AlexTeha/status/2017411982262157557)  2026-01-31T01:37Z [---] followers, [--] engagements


"@HedgeyeComm I think you can go long GTLB and short MNDY for the SAAS pair"  
[X Link](https://x.com/AlexTeha/status/2017704469115637987)  2026-01-31T21:00Z [---] followers, [----] engagements


"RT @matthew_sigel: H100 rental prices are up only since Claude [---] Opus launch"  
[X Link](https://x.com/AlexTeha/status/2014883310116470797)  2026-01-24T02:09Z [---] followers, [---] engagements


"RT @_The_Prophet__: ⚡This is epochal. Central banks now hold more gold by value than US Treasuries. That flips the reserve order of the g"  
[X Link](https://x.com/AlexTeha/status/2015714550201639048)  2026-01-26T09:12Z [---] followers, [---] engagements


"RT @NazaninBoniadi: If Trump chooses not to act his encouragement of the Iranian people to rise up his repeated promises of U.S. support"  
[X Link](https://x.com/AlexTeha/status/2016015372588056740)  2026-01-27T05:08Z [---] followers, [---] engagements


"@akramsrazor $CLFD rural fiber pivoting to AI "connecting datacenters to datacenters" 17% insider ownership 20% cash 12% organic CAGR 42B in BEAD funding about to be disbursed High customer satisfaction [--] decades of management making higher cyclical lows"  
[X Link](https://x.com/AlexTeha/status/1975953060527751325)  2025-10-08T15:54Z [---] followers, [---] engagements


"I'm not thrilled about the way NESTER was divested. The updated BEAD figures are HALF those expected over the summer. My conviction in $CLFD is lower we need more clarity from earnings next week. After the 500% home run in $UI I'm looking another low risk high return setup. I think $CLFD should do very well over the next [--] years. A rural fiber play that should catch fire with multiple catalysts and I have high conviction after $ORCL call especially after Larry https://t.co/2GvUpLbdja After the 500% home run in $UI I'm looking another low risk high return setup. I think $CLFD should do very"  
[X Link](https://x.com/AlexTeha/status/1991598621092114880)  2025-11-20T20:04Z [---] followers, [---] engagements


"@MarkosAAIG tickers"  
[X Link](https://x.com/AlexTeha/status/1991699560893448238)  2025-11-21T02:45Z [---] followers, [---] engagements


"RT @NazaninBoniadi: Thank you @Sima_Sabet. This is how we change hearts and mindsby creating openings for those who may simply be misguide"  
[X Link](https://x.com/AlexTeha/status/2016263068762964018)  2026-01-27T21:32Z [---] followers, [--] engagements


"RT @HedgeyeComm: Now its really over"  
[X Link](https://x.com/AlexTeha/status/2014886839463879046)  2026-01-24T02:23Z [---] followers, [---] engagements

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