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# ![@AnswerReality Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1126938104.png) @AnswerReality This Way To Valhalla ✝️

This Way To Valhalla ✝️ posts on X about $corz, $iren, $wulf, $podd the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1126938104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1126938104/c:line/m:interactions.svg)

- [--] Week [-----] -52%
- [--] Month [-----] -42%
- [--] Months [-------] +31%
- [--] Year [-------] +34%

### Mentions: [--] [#](/creator/twitter::1126938104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1126938104/c:line/m:posts_active.svg)

- [--] Month [--] +4.80%
- [--] Months [---] -23%
- [--] Year [---] -13%

### Followers: [---] [#](/creator/twitter::1126938104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1126938104/c:line/m:followers.svg)

- [--] Week [---] -0.31%
- [--] Month [---] -1.50%
- [--] Months [---] +44%
- [--] Year [---] +127%

### CreatorRank: [---------] [#](/creator/twitter::1126938104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1126938104/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [us election](/list/us-election)  [nhl](/list/nhl)  [exchanges](/list/exchanges) 

**Social topic influence**
[$corz](/topic/$corz), [$iren](/topic/$iren), [$wulf](/topic/$wulf) #33, [$podd](/topic/$podd), [$tndm](/topic/$tndm), [$rkt](/topic/$rkt) #6, [bitcoin](/topic/bitcoin), [$btc](/topic/$btc), [$mara](/topic/$mara), [mstr](/topic/mstr)

**Top accounts mentioned or mentioned by**
[@pennyether](/creator/undefined) [@thekamahsutra](/creator/undefined) [@mikealfred](/creator/undefined) [@perrylin1](/creator/undefined) [@fransbakker9812](/creator/undefined) [@umbisam](/creator/undefined) [@chargestack](/creator/undefined) [@danroberts0101](/creator/undefined) [@matthewsigel](/creator/undefined) [@edvestments](/creator/undefined) [@smallcapking2](/creator/undefined) [@askcryptowealth](/creator/undefined) [@nanotitan28](/creator/undefined) [@throbbingbratw1](/creator/undefined) [@hashoveride](/creator/undefined) [@goforgrubes2](/creator/undefined) [@longvollllll](/creator/undefined) [@actuallyclimber](/creator/undefined) [@dotkrueger](/creator/undefined) [@benwerkman](/creator/undefined)

**Top assets mentioned**
[Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Iris Energy Limited (IREN)](/topic/$iren) [TeraWulf Inc. (WULF)](/topic/$wulf) [Insulet, Corp. (PODD)](/topic/$podd) [Tandem Diabetes Care, Inc. (TNDM)](/topic/$tndm) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Bitcoin (BTC)](/topic/bitcoin) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitfarms Ltd. (BITF)](/topic/$bitf) [CoreWeave, Inc (CRWV)](/topic/$crwv) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Strategy (MSTR)](/topic/$mstr) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Measurable Data Token (MDT)](/topic/$mdt) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [Reserve (RSV)](/topic/reserve) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Arcblock (ABT)](/topic/$abt) [Microsoft Corp. (MSFT)](/topic/$msft) [iShares BTC Trust (IBIT)](/topic/$ibit) [Bittensor (TAO)](/topic/$tao) [Cango Inc. American Depositary Shares (CANG)](/topic/$cang) [Coop Coin (COOP)](/topic/$coop) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Fermi Inc. (FRMI)](/topic/$frmi) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Spotify Technology (SPOT)](/topic/$spot) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Motorola Solutions Inc (MSI)](/topic/$msi) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@LastMileFiber $KVH - I think by end of January [----] we see something hit here. $15 - $17 takeout. They shot the founder/CEO earlier this year and all his family members hitting the payroll"  
[X Link](https://x.com/AnswerReality/status/1597999166441283586)  2022-11-30T17:01Z [---] followers, [--] engagements


"When I wrote this [--] months ago $TNDM was at $120 and is now $30 75% lower now. $PODD was $225 now $317 or 41% higher. The analysts were completely asleep and I was right. Same story today just as much now long $PODD and short $TNDM. $TNDM will one day go single digits again"  
[X Link](https://x.com/AnswerReality/status/1658523555955343382)  2023-05-16T17:23Z [---] followers, [--] engagements


"$TNDM - I called sub $30 ages ago and now eventually single digits. Finally Wall Street has figured out the are getting crushed by $PODD and lying about losing market share and last [--] months forecast. Lawsuits and executive terminations in future"  
[X Link](https://x.com/AnswerReality/status/1659662287903371266)  2023-05-19T20:48Z [---] followers, [--] engagements


"$PODD - both $MDT and $TNDM have backs against the wall with $PODD taking market share as large majority want tubeless. Both desperately reaching in basement for patch acquisitions in last [--] months. $PODD is winning. The timing of these acquisitions and their last ER proves it"  
[X Link](https://x.com/AnswerReality/status/1661715530099613702)  2023-06-27T22:07Z [---] followers, [---] engagements


"@MartyChargin $DXCM and $PODD and watch $TNDM just keep dying"  
[X Link](https://x.com/AnswerReality/status/1665762914723037185)  2023-06-05T16:50Z [---] followers, [--] engagements


"$TNDM - All those people who trashed me when I said $TNDM was going to collapse when it was over $100 and it was going sub $30 and eventually sub $10 and to long $PODD and short $TNDM where are you Tandemites now"  
[X Link](https://x.com/AnswerReality/status/1665830124464267266)  2023-06-05T21:17Z [---] followers, [--] engagements


"@Borlaug_ $PODD this forecast doesnt align anywhere close to what they picked up for huge growth on Q1 [----] from competitors and $TNDM losing way more. I am in industry and screaming short $TNDM and long $PODD for almost [--] years. See prior tweets"  
[X Link](https://x.com/AnswerReality/status/1670780592294617094)  2023-06-19T13:08Z [---] followers, [--] engagements


"@JoeyMannarinoUS Insulet Omnipod [--] $PODD via Medicaid ultimately"  
[X Link](https://x.com/AnswerReality/status/1672981272807854083)  2023-06-25T14:53Z [---] followers, [--] engagements


"I am long the market but these are my three hedge stocks on world falling apart $MRNA $AMRK $GBTC What are your three"  
[X Link](https://x.com/AnswerReality/status/1674388478916689921)  2023-06-29T12:10Z [---] followers, [---] engagements


"@DoctorTurtleboy Joined the club tonight loved it"  
[X Link](https://x.com/AnswerReality/status/1674617709080768513)  2023-06-30T03:22Z [---] followers, [----] engagements


"With Blackrock and Fidelity in mix only a matter of when not if $GBTC gets massive boost from $BTC ETF #Bitcoin Long $GBTC"  
[X Link](https://x.com/AnswerReality/status/1685828069460750336)  2023-07-31T01:41Z [---] followers, [--] engagements


"$TNDM has now been hit with the shareholder claim alerts for lying about forecast Q3 [----]. I have long said they will never make back half forecast in [----] which calls for growth popping after first six months in [----] flat. $PODD O5 live UK and soon Germany. OGO [----]. Mobi 2024"  
[X Link](https://x.com/AnswerReality/status/1686886265004658690)  2023-08-03T02:33Z [---] followers, [--] engagements


"$TNDM I expect tomorrow [----] forecast reduced. $PODD continues to take share. Some decent options action clearly calling the same yesterday. Those excited about Mobi must understand Control-IQ once had no O5 $PODD competition since then struggled. Pay as you go model of $PODD"  
[X Link](https://x.com/AnswerReality/status/1686887480790847490)  2023-08-02T23:51Z [---] followers, [---] engagements


"Is beloved by insurance reimbursement versus the all upfront model of $TNDM. $PODD pharmacy access is dominant which neither $TNDM or $MDT offer"  
[X Link](https://x.com/AnswerReality/status/1686888216509440000)  2023-08-05T10:59Z [---] followers, [---] engagements


"$PODD issuing Q3 ER latest seen right near deadline. No longer reporting ER day after $TNDM.I suspect change to try and distance itself from $TNDM ER shrapnel of late.Wild card could be an IOS announcement or some other significant update next Monday.Expect beat and raise again"  
[X Link](https://x.com/AnswerReality/status/1686889417124818946)  2023-08-02T23:59Z [---] followers, [---] engagements


"$PODD [---] job openings $TNDM several surprise restructuring charges of late - AKA severance and only [--] job openings . In last annual report in February [----] each reported [----] employees. Why is one hiring so much more than the other today Hmmm. Short $TNDM and long $PODD"  
[X Link](https://x.com/AnswerReality/status/1686940644063821824)  2023-08-03T03:22Z [---] followers, [---] engagements


"$TNDM always said new product introductions not in guidance. $DXCM G7 initially was to be end Q2. $ABT Libre3 a quarter http://later. Mobi now to be limited introduction end of year. $MDT 780G US approved April [--]. $PODD O5 hitting countries OUS back of year. Lots of headwinds"  
[X Link](https://x.com/AnswerReality/status/1687107839893045248)  2023-08-03T14:27Z [---] followers, [---] engagements


"@SmallCapKing2 I do suspect the leak is intentional to try and get a party to close pre ER pre-strike. It is going to happen in my opinion not if but when"  
[X Link](https://x.com/AnswerReality/status/1687187253657829377)  2023-08-03T19:42Z [---] followers, [--] engagements


"$TNDM - I said so many times many months ago $TNDM had no chance of making back half guidance and CEO/CFO were lying to by time. No one listened Today was the day I was proven accurate. Total disaster. Short $TNDM and long $PODD. This is going way lowerπŸ₯²"  
[X Link](https://x.com/AnswerReality/status/1687221325884956673)  2023-08-03T21:58Z [---] followers, [---] engagements


"$TNDM - spot on prediction this morning. This will break [--] week low in this environment. Congratulations to those banging the August [--] [--] puts like myself and shorts. Going to be a great ride $PODD will solve for the answer on Tuesday. Possible PR Mon. with product update"  
[X Link](https://x.com/AnswerReality/status/1687223129343410176)  2023-08-03T22:05Z [---] followers, [---] engagements


"@Itclegacy $PODD - Agree the chart is horrendous and your comment on what lousy guidance would result in but disagree it requires courage to be long going into ER if one is listening closely to what has been said in the last two weeks and where we left off after Q1 [--] ER"  
[X Link](https://x.com/AnswerReality/status/1688226405551620096)  2023-08-06T16:31Z [---] followers, [--] engagements


"@gibsonchiang Couldnt run fast enough away. $DXCM is a beast and $ABT takes up the lower end price point and international"  
[X Link](https://x.com/AnswerReality/status/1688288181442023424)  2023-08-06T20:37Z [---] followers, [---] engagements


"@PropThinker $PODD caught up in $TNDM and $DXCM completely unrelated. $TNDM's loss $PODD gain. Been saying it for about [--] years long $PODD and short $TNDM. Annuity model tubeless T2 play pharmacy reimbursement for the win"  
[X Link](https://x.com/AnswerReality/status/1688663818786795520)  2023-08-07T21:30Z [---] followers, [---] engagements


"$PODD - $MDT is going to fail at ripping of $PODD IP. See 8-K in AM. $PODD is about taking over the market and no one can figure out their technology to mass produce something similar so $MDT tried to steal it. Expect $MDT to put deal on hold now to see how IP plays out"  
[X Link](https://x.com/AnswerReality/status/1688908386379653120)  2023-08-08T13:41Z [---] followers, [---] engagements


"$TNDM - Now you can see why the dropped guidance so hard even in [----] based on $PODD 8-K. There's one place a diabetes investor absolutely doesn't want to be right now is $TNDM. Today's news is another short $TNDM"  
[X Link](https://x.com/AnswerReality/status/1688908787489398784)  2023-08-08T13:43Z [---] followers, [---] engagements


"$PODD - Nobody likes legal overhang but EFlow (Korean company) ($MDT to acquire) hired main players on $PODD initial design and $FLEX was doing the manufacturing in Asia all linked in. Eflow went from a dead product to $PODD equivalent overnight with no R&D. $MDT will bail"  
[X Link](https://x.com/AnswerReality/status/1688919142332833794)  2023-08-08T14:24Z [---] followers, [---] engagements


"$PODD - Tomorrow this booms back incredibly bullish call solid results and guide and $PODD always deliver in guidance. Apple IOS announcement is massive. The Algos came in today and tomorrow the snap back happens. $TNDM on other hand big trouble Annuity model massive plus"  
[X Link](https://x.com/AnswerReality/status/1689027472916897793)  2023-08-08T21:35Z [---] followers, [---] engagements


"@JaguarAnalytics It was a very bullish quarter and tremendous guide and throw in Apple IOS $ABT and $DXCM update on integration but mostly importantly noted zero impact to TAM from today's $LLY and $NVO noise calling the death of diabetes. Been saying that since the 1970's. $PODD pops"  
[X Link](https://x.com/AnswerReality/status/1689048212005437440)  2023-08-08T22:57Z [---] followers, [---] engagements


"@PropThinker $PODD - It was a very bullish quarter and tremendous guide and throw in Apple IOS $ABT and $DXCM update on integration but mostly importantly noted zero impact to TAM from today's $LLY and $NVO noise calling the death of diabetes. Been saying that since the 1970's"  
[X Link](https://x.com/AnswerReality/status/1689049126648901633)  2023-08-08T23:01Z [---] followers, [---] engagements


"$PODD - I expect $MDT to abandon Eflow patch pump acquisition based on German court and today $PODD filing in U.S. $MDT is not going to light $738m on fire and inherit massive legal liability of billions now that $PODD has shown they have a rock solid case. $MDT IP steal fails"  
[X Link](https://x.com/AnswerReality/status/1689091430193500161)  2023-08-09T01:49Z [---] followers, [---] engagements


"Now more than ever I see $DXCM and $ABT bidding war for $PODD would cancel out the other 100% before both are integrated. Neither could afford to lose the battle to their diabetes business. $LLY or $NVO could be wild card as well"  
[X Link](https://x.com/AnswerReality/status/1689093397389197313)  2023-08-09T01:57Z [---] followers, [---] engagements


"@ReadingTheTape4 @HedgeyeHC Anyway you can send it to me. Big Marcus fan best $PODD analyst. I work in the diabetes space but cant seem to DM you"  
[X Link](https://x.com/AnswerReality/status/1689243100831420416)  2023-08-09T11:51Z [---] followers, [--] engagements


"If your long $PODD through this battle of actual results versus market sentiment you have to hedge and short $TNDM here. $PODD will come out of this when all said and done. $TNDM will single digits and end in fire sale. Like what was attempted several years ago and failed"  
[X Link](https://x.com/AnswerReality/status/1689285555534606336)  2023-08-09T14:40Z [---] followers, [---] engagements


"$PODD if Board member bought [----] shares at $305 on 5/23/23 going to be difficult to not being buy again here without sending a message"  
[X Link](https://x.com/AnswerReality/status/1689399265389641732)  2023-08-09T22:12Z [---] followers, [--] engagements


"$PODD - JP Morgan - Robbie Marcus my opinion the best analyst covering. J.P. Morgan reiterates its Overweight rating on Insulet Corp (NASDAQ:PODD) after it hosted several investor meetings with Insulets CFO Wayde McMillan and Head of Investor Relations Deb Gordon"  
[X Link](https://x.com/AnswerReality/status/1692521182380032097)  2023-08-18T12:57Z [---] followers, [---] engagements


"@saxena_puru The market also decided diabetes is going away $PODD and $DXCM. $PODD keeps crushing numbers and raising guidance and in SP500 as of this year"  
[X Link](https://x.com/anyuser/status/1693703684687905108)  2023-08-21T19:16Z [--] followers, [----] engagements


"@boneham12 @saxena_puru Incorrect $PODD also has Type [--] listen to any earnings call. Today primarily Type [--]. Omnipod DASH is the only pump eligible by Medicare for people with insulin-requiring Type [--] diabetes"  
[X Link](https://x.com/AnswerReality/status/1693802186642203026)  2023-08-22T01:48Z [---] followers, [---] engagements


"@Investing501 @Alex__Pitti @hiddensmallcaps @DakotasTwits $TNDM absolutely should be trading down $PODD should not. $PODD crushing numbers. $TNDM missing last couple of years. $TNDM will one day be single digits"  
[X Link](https://x.com/AnswerReality/status/1693810734461854132)  2023-08-22T02:22Z [---] followers, [--] engagements


"@SmallCapKing2 @DrishtiCap laughable $AVNW desperately tried to buy $CRNT. Why for chip technology. Even asked them what price would it take and they didnt give one. $AVNW benefits not for better technology but for American based. Dish even dumped $AVNW. I think ST $AVNW can do well as a cash cow"  
[X Link](https://x.com/anyuser/status/1694799412340433147)  2023-08-24T19:50Z [--] followers, [--] engagements


"@LongVollllll $PODD - See SEC filing on lawsuit on EFLOW. Stolen IP lets see if $MDT closed it with 10-Q to be filed in about a week. Big royalty is coming if they proceed. Already blocked EFLOW in Germany. $TNDM many years away stuck in DME world out of pharmacy and cant match insurance"  
[X Link](https://x.com/AnswerReality/status/1696323142824742935)  2023-08-29T00:45Z [---] followers, [--] engagements


"We have a well timed $1M $PODD CEO purchase. CFO and former CEO still restricted from buying based on open window remaining from prior sale. See SEC rules. Of course ZERO $TNDM insider buys post ER"  
[X Link](https://x.com/AnswerReality/status/1696743330711818473)  2023-08-30T04:35Z [---] followers, [--] engagements


"@espn Feels like Boston Celtics Gordon Hayward moment has hit NY"  
[X Link](https://x.com/AnswerReality/status/1701396111708016834)  2023-09-12T00:43Z [---] followers, [--] engagements


"@stoolpresidente Feels like Boston Celtics Gordon Hayward moment has hit NY"  
[X Link](https://x.com/AnswerReality/status/1701396484128723118)  2023-09-12T00:45Z [---] followers, [--] engagements


"$TNDM - Does anyone remember me and my predictions on TNDM πŸ˜€. Single digits over time. Fools believed in this executive team and out dated distribution model and tubed offering. You were lied to and continually chased the glory days that are over permanently over"  
[X Link](https://x.com/AnswerReality/status/1702472218033197409)  2023-09-14T23:59Z [---] followers, [---] engagements


"$PODD will see its day in the sun and be taken out in years to come much higher than here. $TNDM is off to the graveyard for burial"  
[X Link](https://x.com/AnswerReality/status/1702473281952010672)  2023-09-15T00:03Z [---] followers, [---] engagements


"@kingkang80 $AAPL is a phenomenal copy as we all know but what they are trying to do with diabetes with watch is like little league baseball to MLB with $DXCM and $PODD. The more interest $AAPL shows in this space actual bigger win for $DXCM with partnership"  
[X Link](https://x.com/AnswerReality/status/1702511642938896478)  2023-09-15T02:36Z [---] followers, [--] engagements


"@kingkang80 $DXCM tried to shoot it down but it was real. Would $DXCM like to buy $PODD and is it so much more doable at this price absolutely. I think the $MDT legal overhang will hold both sides back now mostly $PODD because $PODD is going win big on that case"  
[X Link](https://x.com/AnswerReality/status/1702512053179613187)  2023-09-15T02:37Z [---] followers, [---] engagements


"@KendrickPerkins RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"  
[X Link](https://x.com/AnswerReality/status/1708534143804391830)  2023-10-01T17:27Z [---] followers, [--] engagements


"@stoolpresidente RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"  
[X Link](https://x.com/AnswerReality/status/1708534597317714123)  2023-10-01T17:29Z [---] followers, [--] engagements


"@stoolpresidente @patbev21 RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"  
[X Link](https://x.com/AnswerReality/status/1708534637662724205)  2023-10-01T17:29Z [---] followers, [--] engagements


"@DoctorTurtleboy RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"  
[X Link](https://x.com/AnswerReality/status/1708614514382352513)  2023-10-01T22:46Z [---] followers, [--] engagements


"@gregadicke Whats preventing you from podcast There is still a lot of guys like myself that remember you. If the hiring isnt coming you have to do it yourself. Surprised a loyal green teamer @stoolpresidente cant give you a shot"  
[X Link](https://x.com/AnswerReality/status/1708618348458635681)  2023-10-01T23:02Z [---] followers, [--] engagements


"@KevinOConnorNBA RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"  
[X Link](https://x.com/AnswerReality/status/1708638040753619340)  2023-10-02T00:20Z [---] followers, [--] engagements


"@Boston_Diehards RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"  
[X Link](https://x.com/AnswerReality/status/1708642811497582937)  2023-10-02T00:39Z [---] followers, [--] engagements


"$PODD - CFO change a game changer to me to take a job at $MMM spin-off at this point in the stock price. Just adds to headwinds and questions about [----] and beyond guidance. Makes me also wonder about $MDT litigation overhang $MDT trying to steal core patents. T"  
[X Link](https://x.com/AnswerReality/status/1709565076116529397)  2023-10-04T13:44Z [---] followers, [---] engagements


"If you want to play diabetes stock I have been saying the same thing for years short $TNDM. I use to say long $PODD and short $TNDM. Can't say that anymore after CFO dropping out this point in time it is just short $TNDM. Openly acknowledge this is a big change in position"  
[X Link](https://x.com/AnswerReality/status/1709565719598264573)  2023-10-04T13:46Z [---] followers, [---] engagements


"@SmallCapKing2 @taobanker $AVNW - Sales lead [--] years at [--] out due to retirement right after filing the proxy and as Q1 closes with an an INTERNAL candidate. Those moves always suspicious. Not the same thing but $CMBM wow"  
[X Link](https://x.com/AnswerReality/status/1709948783776387473)  2023-10-05T15:08Z [---] followers, [--] engagements


"@bioguru1986 @adar170 Blow up CFO resignation massive for spin off when $PODD is cracking [--] week lows. Things have changed. You can short $TNDM and continue to do well that's not even a real company that place they just lie and keep making it up as they go along and miss numbers"  
[X Link](https://x.com/AnswerReality/status/1709949357896974506)  2023-10-05T15:11Z [---] followers, [--] engagements


"@SeanGrandePBP - We know how it works it always comes down to money. They low balled you to what Mike was making and market. You held firm and they got this guy at rock bottom. When in doubt follow the money. You were and are the best @celtics @StoolGreenie @stoolpresidente"  
[X Link](https://x.com/AnswerReality/status/1710731666073719234)  2023-10-07T18:59Z [---] followers, [--] engagements


"@bostonradio Simple how it works it always comes down to money. They low balled him to what Mike was making and market. He held firm and they got this guy at rock bottom. This is my high speculation. When in doubt follow the money"  
[X Link](https://x.com/AnswerReality/status/1710734086770159666)  2023-10-07T19:09Z [---] followers, [---] engagements


"@Culture_Crit @elonmusk Correct love of God/Jesus the only answer. Through Mary to Jesus. His long announced arrival is in sight"  
[X Link](https://x.com/AnswerReality/status/1710734683531563057)  2023-10-07T19:11Z [---] followers, [--] engagements


"@elonmusk Love of God/Jesus the only answer. Through Mary to Jesus. His long announced arrival is in sight. The Bible is clear where it all began and where it will end. The greatest weapon in our hand is rosary beads. Judgement day will one day arrive for us all"  
[X Link](https://x.com/AnswerReality/status/1710735996273172811)  2023-10-07T19:17Z [---] followers, [--] engagements


"@SmallCapKing2 @taobanker $AVNW - Watch closely the next ER there could be some headwinds in pipeline don't under estimate Sales lead of [--] years all the sudden getting shot at [--] by internal candidate. They have a different model but many others in the sector are getting blown up on recent ER's"  
[X Link](https://x.com/AnswerReality/status/1715065942114238773)  2023-10-19T18:02Z [---] followers, [--] engagements


"$SPOT - Name another stock that took on $AMZN and $GOOG and keeps on Winning best quarter for $SPOT in a long time. Rationalization of cost structure in flight with growing revenues. @borrowed_ideas and @SleepwellCap"  
[X Link](https://x.com/AnswerReality/status/1717003682452005272)  2023-10-25T02:22Z [---] followers, [---] engagements


"@mikealfred More selling of $GBTC in flight"  
[X Link](https://x.com/AnswerReality/status/1717003944176545989)  2023-10-25T02:23Z [---] followers, [---] engagements


"$PODD - doing nothing on $DXCM move repeat CFO departure overhang huge and question mark on [----] guidance along with this being a front of the line tax seller in all accounts for year-end. I believe most hold off to they see [----] guidance and longer-term model"  
[X Link](https://x.com/AnswerReality/status/1717916429763133445)  2023-10-27T14:49Z [---] followers, [---] engagements


"Heres what I said about $TNDM [----] guidance after first print. $TNDM since guided revenue down another 18% and massive drop in Adjusted EBITDA. Now guiding [----] revenue lower than original [----] guidance and stock down over 60% since May [----] annual guidance. Leadership frauds"  
[X Link](https://x.com/AnswerReality/status/1719934032337674670)  2023-11-02T04:26Z [---] followers, [---] engagements


"@jiggycapital @WaterworldCapi1 Agree on all BUT CFO quit when stock was as depressed as ever. Stil leaves me pause. $DXCM different play on diabetes space seems easier and $TNDM is going sub $10 for sure"  
[X Link](https://x.com/AnswerReality/status/1720185701625467021)  2023-11-02T21:06Z [---] followers, [---] engagements


"@saxena_puru Mr. Saxena - I know you commented your expectations for the future but [----] will go down as the year of the generals or Mag [--]. Those who followed this path had an amazingly peaceful ride. Indexing QQQ or SPY massive winner for those that have in country taxes and compound"  
[X Link](https://x.com/AnswerReality/status/1721947502683804070)  2023-11-07T17:47Z [---] followers, [---] engagements


"@kingdomcapadv Never had a Costco pizza as none super close by but that doesnt look bad at all Have to keep in mind next time $GBTC dips"  
[X Link](https://x.com/AnswerReality/status/1722123719898800497)  2023-11-08T05:27Z [---] followers, [---] engagements


"@stillgray @VivekGRamaswamy This isnt Joe Biden this is the most articulate thoughtful and intelligent candidate for president in modern times"  
[X Link](https://x.com/AnswerReality/status/1726800379684266375)  2023-11-21T03:11Z [---] followers, [---] engagements


"@VivekGRamaswamy This isnt Joe Biden this is the most articulate thoughtful and intelligent candidate for president in modern times"  
[X Link](https://x.com/AnswerReality/status/1726838957118480731)  2023-11-21T05:44Z [---] followers, [--] engagements


"$MEEC - as noted yesterday the press release was a red flag in advance of todays press release that is a hold on and wait and see. They arent working with a strong balance sheet where they can be aggressive with maximizing settlements and holding out"  
[X Link](https://x.com/AnswerReality/status/1726969654810390683)  2023-11-21T14:23Z [---] followers, [----] engagements


"@BillSimmons Jaylen Brown finished last in the NBA in A/TO ratio a year ago. Highest paid player in NBA next year"  
[X Link](https://x.com/AnswerReality/status/1727703700087456167)  2023-11-23T15:00Z [---] followers, [--] engagements


"Charlie Munger said Crypto Crappo. Mr. Munger you helped support abortion and now you will be judged by the highest power. You wrongly didnt protect life now yours is gone and crypto lives #Bitcoin #BitcoinETF #Cryptocurency $IREN $CLSK $GBTC #ProLife #CryptoNews #Crypto"  
[X Link](https://x.com/AnswerReality/status/1729675970863313181)  2023-11-29T01:37Z [---] followers, [---] engagements


"@LilaGraceRose Charlie Munger is being praised today yet he supported and lead a Planned Parenthood chapter. Not a hero. #ProLife"  
[X Link](https://x.com/AnswerReality/status/1729857635963294060)  2023-11-29T13:39Z [---] followers, [--] engagements


"The Patriots are a STARLESS TEAM Making promotional efforts laughable. They cant even put Bill on covers now Only NFL team I have seen promoting a center Dave Andrews on weekly game magazine. Ideal for your Christmas fireplace each week.#Patriots #NFL @Patriots @PatsNationTM"  
[X Link](https://x.com/AnswerReality/status/1731338921575944460)  2023-12-03T15:45Z [---] followers, [--] engagements


"@saxena_puru Why no #BTC or $GBTC $GLD or $SLV or $URNM"  
[X Link](https://x.com/AnswerReality/status/1731511451947278831)  2023-12-04T03:11Z [---] followers, [---] engagements


"Playing the #Bitcoin miners or $COIN can be tempting or even crypto outside of #Bitcoin . Do yourself a favor and the charts historically prove it dont be greedy Go 90% or more of your #cryptocurrency allocation to #Bitcoin or $GBTC only. Youll be glad you did Long $GBTC"  
[X Link](https://x.com/AnswerReality/status/1731726304561488067)  2023-12-04T17:24Z [---] followers, [---] engagements


"$SPOT - Here it comes as noted two weeks ago. Expect over next several years a $NFLX like break out. $SPOT - again the only company I am aware knocking out $AMZN $APPL and $GOOG with a smaller pocket"  
[X Link](https://x.com/AnswerReality/status/1731744950763639154)  2023-12-04T18:39Z [---] followers, [---] engagements


"@BrianFeroldi Not a company but a trust that fits size - $GBTC"  
[X Link](https://x.com/AnswerReality/status/1731829346313068857)  2023-12-05T00:14Z [---] followers, [--] engagements


"$PODD - Here's what I said [--] months ago it happened last night just as I said it would $MDT - backs out of trying to steal IP $PODD - I expect $MDT to abandon Eflow patch pump acquisition based on German court and today $PODD filing in U.S. $MDT is not going to light $738m on fire and inherit massive legal liability of billions now that $PODD has shown they have a rock solid case. $MDT IP steal fails $PODD - I expect $MDT to abandon Eflow patch pump acquisition based on German court and today $PODD filing in U.S. $MDT is not going to light $738m on fire and inherit massive legal liability of"  
[X Link](https://x.com/AnswerReality/status/1732810076753170689)  2023-12-07T17:11Z [---] followers, [---] engagements


"@PropThinker Far and way biggest winner is $PODD not $MODD or $TNDM it will be proven in time. Live inside the industry"  
[X Link](https://x.com/AnswerReality/status/1732919281019416952)  2023-12-08T00:25Z [---] followers, [--] engagements


"$CHWY - todays announcement is a huge red flag regarding upcoming lack of growth. Getting into the vet business will be a move of shareholder value destruction. Run away dont walk"  
[X Link](https://x.com/AnswerReality/status/1735457926175662221)  2023-12-15T00:33Z [---] followers, [--] engagements


"@saxena_puru $AMZN also keeps growing shipping market share now #1 in U.S. and they wont be guiding down next year"  
[X Link](https://x.com/AnswerReality/status/1737349220884009004)  2023-12-20T05:48Z [---] followers, [--] engagements


"$CONN - my top small cap pick for [----] not related to $BTC . will explode on a soft landing. $RILY haters will certainly scoff at the notion. Watch for a hot close on this one"  
[X Link](https://x.com/AnswerReality/status/1740094340415000650)  2023-12-27T19:36Z [---] followers, [---] engagements


"@LynAldenContact @ThHappyHawaiian Said the same for long time the $SLV trade went to $BTC. Precious metals have the newer kid in town #crypto Perceived way more upside and no shipping costs #BitcoinETF"  
[X Link](https://x.com/AnswerReality/status/1740153608178741437)  2023-12-27T23:32Z [---] followers, [--] engagements


"@MortensenBach $BTDR - didnt make the list in [----] look for it in 2024"  
[X Link](https://x.com/AnswerReality/status/1740735337863782494)  2023-12-29T14:03Z [---] followers, [----] engagements


"@saxena_puru $BMY and for those who want to swing big $PFLT"  
[X Link](https://x.com/AnswerReality/status/1742350119444300075)  2024-01-03T01:00Z [---] followers, [---] engagements


"#diabetes - Prediction $TNDM implodes in [----] with continued leadership shakeout. $DXCM takes a run at $PODD again"  
[X Link](https://x.com/AnswerReality/status/1742544930101158294)  2024-01-03T13:54Z [---] followers, [---] engagements


"@mikealfred SEC or no one else is saying to No to Larry in an election year and when hes already marched his biggest hands to front load the trade and put all the earnings from a #Bitcoin ETF in his [----] plan"  
[X Link](https://x.com/AnswerReality/status/1742756028389666857)  2024-01-04T03:53Z [---] followers, [--] engagements


"@MortensenBach It wont be anywhere near a 6-9 month wait for another parabolic move. For those that want to keep it simple and reduce exposure to one play go with $WGMI"  
[X Link](https://x.com/AnswerReality/status/1743423813738516942)  2024-01-06T00:06Z [---] followers, [---] engagements


"@MortensenBach One headwind that was entirely predictable just about every miner to do follow on offerings and continue to dilute given recent moves. See $CLSK tonight. Long run the raises will be good but as you say I keeping scaling in on red days. I expect more red early next week"  
[X Link](https://x.com/AnswerReality/status/1743428242139488273)  2024-01-06T00:24Z [---] followers, [---] engagements


"@SmallCapKing2 Top smallcap play for [----] $CONN"  
[X Link](https://x.com/AnswerReality/status/1744915646092062778)  2024-01-10T02:54Z [---] followers, [--] engagements


"@CapitalFang I'll bet on $CONN over $PRPL but they could both be winners in [----]. However $CONN a little more runway on liquidity with $RILY deal coming"  
[X Link](https://x.com/AnswerReality/status/1744931805650657433)  2024-01-10T03:58Z [---] followers, [---] engagements


"@_Pat_Connolly We are going to have a civil war when election season hits back of year. Long $MSI $AXON and $SPWH . Who else did I miss"  
[X Link](https://x.com/AnswerReality/status/1749596751260991920)  2024-01-23T00:55Z [---] followers, [---] engagements


"We are going to have a civil war when election season hits back of year. Long $MSI $AXON and $SPWH . Who else did I miss"  
[X Link](https://x.com/AnswerReality/status/1749596808559374421)  2024-01-23T00:55Z [---] followers, [---] engagements


"@SmallCapKing2 They missed on revenue not beat you cant include NEC. Very weak they didnt disclose the NEC revenue because they know they miss w/o it. One month revenue like $15m. They claim [--] week operational. If it was that small they would disclose it"  
[X Link](https://x.com/AnswerReality/status/1755026818879344687)  2024-02-07T00:32Z [---] followers, [---] engagements


"@SmallCapKing2 In addition cash flow went backwards in quarter from NEC inventory to extent which they target to get to 1/3 in future. Current quarter stated will be weakest but nice growth on backlog. GM noted higher than expected trend mix/software"  
[X Link](https://x.com/AnswerReality/status/1755027583559717204)  2024-02-07T00:35Z [---] followers, [--] engagements


"@Alex__Pitti @JerryCap $SPOT - Can you name another company that went head to head with $AMZN $AAPL $GOOG and has the most market share with the others basically reducing investment and capitulating and often trying to copy I dont see any young person with anything other than $SPOT"  
[X Link](https://x.com/AnswerReality/status/1755049316706631755)  2024-02-07T02:02Z [---] followers, [---] engagements


"@Alex__Pitti @JerryCap Lets do a check point in [--] years the market price will settle our difference of opinion it always does. Call me long from here and seems you are short. See you in [---] days"  
[X Link](https://x.com/AnswerReality/status/1755070476617912459)  2024-02-07T03:26Z [---] followers, [--] engagements


"@DrHenryJonesIV @SmallCapKing2 why lack of transparency if immaterial #. Companies always give that #. Revenue only increasing from M&A with for now no change to bottom line. GM noted as peak quater for now with classic mix explanation and software better than expected. For now no rev. growth next year"  
[X Link](https://x.com/AnswerReality/status/1755214387185336793)  2024-02-07T12:58Z [---] followers, [--] engagements


"@DrHenryJonesIV @SmallCapKing2 I think the stock could work. Once a believer and got solid return on big bounce when charted higher than here. However over time I have felt this is amateur hour managing ER calls and guidance and transparency has been lacking. Merger attempt and $CRNT rejection also in play"  
[X Link](https://x.com/AnswerReality/status/1755366889516118286)  2024-02-07T23:04Z [---] followers, [--] engagements


"@SmallCapKing2 It could absolutely get there but this last quarter didnt convince me. Will update my position if I feel differently after next ER or any future ER"  
[X Link](https://x.com/AnswerReality/status/1755370143780090339)  2024-02-07T23:17Z [---] followers, [--] engagements


"@SmallCapKing2 We all trade. Since you arent agreeable to my offer. Lets do this I am negative on $PLCE your positive. Next ER an important one for them. Lets see how this plays out"  
[X Link](https://x.com/AnswerReality/status/1755420635088478570)  2024-02-08T02:37Z [---] followers, [---] engagements


"@SmallCapKing2 I don't know anything about $PETQ once was a believer in $CHWY glad I got there before it got real ugly. I am out of my league on $PETQ"  
[X Link](https://x.com/AnswerReality/status/1755455908493066291)  2024-02-08T04:57Z [---] followers, [---] engagements


"@SmallCapKing2 I do think as predicted it will retrace as always has in past until there are more solid data points and bullishness on larger revenue growth and GM. However as you said would just be a buying opportunity for you as you seem strong and long"  
[X Link](https://x.com/AnswerReality/status/1755611205069381786)  2024-02-08T15:15Z [---] followers, [--] engagements


"@BBIG_Dane @MortensenBach $BTDR - the DEER should be next to run possibly the most liquid miner in the entire space"  
[X Link](https://x.com/AnswerReality/status/1756036560040992799)  2024-02-09T19:25Z [---] followers, [---] engagements


"@BBIG_Dane @MortensenBach I mostly play $WGMI to keep it simple"  
[X Link](https://x.com/AnswerReality/status/1756043820662153469)  2024-02-09T19:54Z [---] followers, [---] engagements


"@dotkrueger Simple question given the trend and all the tailwinds and limited supply versus demand WHO IS SELLING #Bitcoin Other than prior $GBTC swap out and why"  
[X Link](https://x.com/AnswerReality/status/1759613269273190682)  2024-02-19T16:17Z [---] followers, [---] engagements


"$TNDM - Forecast '24 new pumpers down to flat in '24 once had 50% of MDI now only 30%/25% hope someday back to 50% no GM expansion this year AGAIN 4-5years ago they said 55% gross margin and never came close. Operating spend up again stated $MDT stronger on retention"  
[X Link](https://x.com/AnswerReality/status/1760431273829454231)  2024-02-21T22:28Z [---] followers, [---] engagements


"@Saminoles2000 Business as usual for $DXCM $PODD will deliver today unlike $TNDM $TNDM's problems aren't $PODD problems"  
[X Link](https://x.com/AnswerReality/status/1760553604065214564)  2024-02-22T06:34Z [---] followers, [---] engagements


"@punk9059 Market soaring over 8% short interest. I have been calling short on this stock way over $100 those whokept buying kept losing. The quarter was terrible and they didnt come even close to guidance last year and will miss again this year. $188m debt due 5/25 added to short"  
[X Link](https://x.com/AnswerReality/status/1760747079067161079)  2024-02-22T19:23Z [---] followers, [--] engagements


"@punk9059 Short $TNDM and long $PODD here. $DXCM buys $PODD one day as well"  
[X Link](https://x.com/AnswerReality/status/1760747383309447568)  2024-02-22T19:24Z [---] followers, [---] engagements


"@dotkrueger @saylor Long $MSTR $WGM #Bitcoin - my [--] musketeers"  
[X Link](https://x.com/AnswerReality/status/1760747825124577613)  2024-02-22T19:26Z [---] followers, [---] engagements


"$PODD - three things learned on ER call $MDT has strengthened retention $TNDM confirmed same. Interim CFO at $PODD not going to make it $TNDM is absolutely going lower dont let today fool you. $TNDM losing big to both"  
[X Link](https://x.com/AnswerReality/status/1760852755982254467)  2024-02-23T02:23Z [---] followers, [---] engagements


"@LongVollllll You wont hear interim $PODD CFO on next call shes not ready for the big leagues huge step down from Wayde. They had to act like they gave her a chance. $PODD always guides conservative $TNDM opposite. Best play in space continues for years short $TNDM"  
[X Link](https://x.com/AnswerReality/status/1760853531228049526)  2024-02-23T02:26Z [---] followers, [---] engagements


"@LongVollllll [--] of [--] / Q2 [----] was record Q3 close to a record. Q4 sounds like [----] down versus Q3 [----] . Been following company long long time. Dont ever recall with seasonality of insurance deductibles that trend in Q4"  
[X Link](https://x.com/AnswerReality/status/1760912116985327991)  2024-02-23T06:18Z [---] followers, [--] engagements


"@LongVollllll 2/2 Honestly this ER $PODD makes me most bullish on short $TNDM. $MDT is recovering hurts $TNDM most. $TNDM is again lying about guidance and just guiding to street hoping for Hail Mary back half which bombed as I predicted last year"  
[X Link](https://x.com/AnswerReality/status/1760912603977592879)  2024-02-23T06:20Z [---] followers, [---] engagements


"$PODD - Sold $PODD now short dont let the big beat in Q4 fool youthe song and dance about advanced ERP shipments/stocking orders. New starts down in strongest seasonal quarter and growth is lower than forecasted back in Jan. [--] and Nov. [--] dont fall for the spin otherwise"  
[X Link](https://x.com/AnswerReality/status/1761195061298008153)  2024-02-24T01:03Z [---] followers, [----] engagements


"@Saminoles2000 Bought puts so short it now. Never dreamed that was where I would be. That last quarter huge beat and false narrative was an attempt to heal to hide a company no longer growing as once told"  
[X Link](https://x.com/AnswerReality/status/1761202031354585283)  2024-02-24T01:31Z [---] followers, [--] engagements


"@freshjiva Market says $CRSP with $NTLA really no different to $BEAM you have uncovered what that market hasnt figured out here Need more"  
[X Link](https://x.com/AnswerReality/status/1761960517902463273)  2024-02-26T03:44Z [---] followers, [---] engagements


"$PODD - here's what I said on Friday next is $TNDM short covering will soon end and it will get blasted down. All those retail players tagging on $TNDM will be burned by the end of this week. $PODD - Sold $PODD now short dont let the big beat in Q4 fool youthe song and dance about advanced ERP shipments/stocking orders. New starts down in strongest seasonal quarter and growth is lower than forecasted back in Jan. [--] and Nov. [--] dont fall for the spin otherwise. $PODD - Sold $PODD now short dont let the big beat in Q4 fool youthe song and dance about advanced ERP shipments/stocking orders. New"  
[X Link](https://x.com/AnswerReality/status/1762133958597165566)  2024-02-26T15:14Z [---] followers, [---] engagements


"@dotkrueger The all-time high Bitcoin exchange rate is not $69000 - that was in [----] dollars. For a true all-time high we'd need to break $79000. Credit - @lopp"  
[X Link](https://x.com/AnswerReality/status/1764409744440111231)  2024-03-03T21:57Z [---] followers, [--] engagements


"@Invst_Informant Thats my ride. Just keep adding. The SP500 equivalent to miners with some $NVDA thrown in"  
[X Link](https://x.com/AnswerReality/status/1765216558442328293)  2024-03-06T03:23Z [---] followers, [---] engagements


"@MortensenBach This is great why complain. Great day to add miners and keep adding on red days. Split your #Bitcoin investment [--] ways evenly. $MRST $WGMI $IBIT - the three musketeers. Dont try and be a hero picking the biggest miner winner just play $WGMI"  
[X Link](https://x.com/AnswerReality/status/1767283755251646527)  2024-03-11T20:17Z [---] followers, [---] engagements


"@draycox $MSTR - You are correct $690M turned into $800M one week from original announcement so I do agree with you highly likely and stock action today could have some correlation to an upcoming announcement on an increased offering with increased shorting to hedge convertible note"  
[X Link](https://x.com/AnswerReality/status/1769836875198464417)  2024-03-18T21:22Z [---] followers, [---] engagements


"@dotkrueger $MSTR - $690M turned into $800M one week from original offering announcement. Stock action today could have some correlation to an upcoming announcement on an increased offering with increased shorting to hedge convertible notes going to print"  
[X Link](https://x.com/AnswerReality/status/1769837365692936578)  2024-03-18T21:24Z [---] followers, [---] engagements


"@theBTCMiningGuy Unfortunately Saturday morning was not Monday morning. We are moving quickly to post halving expectations for miner fees/rewards. Long $WGMI and several miners but acknowledging things have changed drastically in [--] hours on hash rate and fees"  
[X Link](https://x.com/AnswerReality/status/1782043212950954391)  2024-04-21T13:46Z [---] followers, [--] engagements


"@SmallCapKing2 I will be listening as well sir BTW - I own $WGMI - so always cringed on the fact it owns $APLD which I called out as fraud stock ages ago"  
[X Link](https://x.com/AnswerReality/status/1783330565867069582)  2024-04-25T03:01Z [---] followers, [--] engagements


"@SmallCapKing2 😒 Why I stopped investing in $AVNW as I have mentioned to you for several quarters. Its the same story every quarter. Forward looking guidance always tepid with quarterly results decent on bottom line but mild to minimal revenue growth and eroding GM with Passlink Yawn"  
[X Link](https://x.com/AnswerReality/status/1785885809742328032)  2024-05-02T04:15Z [---] followers, [---] engagements


"@SmallCapKing2 You felt so strongly at higher prices and $70 target and your largest position and you were huge advocate long term Now just leaning to buying Interesting. I once was like you biggest position years ago and would have made nothing continuing to hold and realized the story"  
[X Link](https://x.com/AnswerReality/status/1786052492012540244)  2024-05-02T15:17Z [---] followers, [---] engagements


"$PODD - Heres the problem. Q2 growth forecasted to be slower than Q1 growth. First half higher than second half growth year over. They refused to directly answer this questions multiple times and just said we raised guidance year over year. [--] lower than initial Q3 guide"  
[X Link](https://x.com/AnswerReality/status/1788900470037078283)  2024-05-10T11:54Z [---] followers, [---] engagements


"@dotkrueger Keep printing those USD piling on debt inflating and driving consumer spending is the playbook there is no turning back or other option to reconcile the situation we are way too far gone. #BITCOIN"  
[X Link](https://x.com/AnswerReality/status/1795135956552388643)  2024-05-27T16:52Z [---] followers, [--] engagements


"@dollar_mara #Bitcoin 50% with some 5%-10% $BITX mixed in. Other 50% split $MARA $IREN and $MSTR"  
[X Link](https://x.com/AnswerReality/status/1796964160950960505)  2024-06-01T17:56Z [---] followers, [---] engagements


"@purvil_g Your new to me on X impressive analysis and as you stated only includes #bitcoin based revenue. I think $IREN can move to the front of the miner pack and do what $CLSK did on valuation pop. For me $IREN $MSTR $MARA $WGMI and #bitcoin ETF"  
[X Link](https://x.com/AnswerReality/status/1797085201610223655)  2024-06-02T01:57Z [---] followers, [---] engagements


"$CORZ today - why you keep it simple and buy and hold $WGMI"  
[X Link](https://x.com/AnswerReality/status/1798138684270887057)  2024-06-04T23:44Z [---] followers, [---] engagements


"@TLOUNCCAU Correct money is chasing the smaller plays in $CORZ $WULF $IREN . HODL plays are getting left at the altar. One can just play the ETF or $MSTR"  
[X Link](https://x.com/AnswerReality/status/1798764283763020033)  2024-06-06T17:09Z [---] followers, [---] engagements


"@CyclesWithBach I will take $MARA over this one for liftoff and dont like what the $CLSK is executives did selling their own shares and immediately after going ATM. Cant believe their compliance team even allowed it or SEC. Should have been blacked out"  
[X Link](https://x.com/AnswerReality/status/1798931889400795397)  2024-06-07T04:15Z [---] followers, [---] engagements


"@CyclesWithBach In addition look how junior and experienced the $CLSK leadership team is on paper"  
[X Link](https://x.com/AnswerReality/status/1798932161174860222)  2024-06-07T04:17Z [---] followers, [---] engagements


"@TLOUNCCAU Agree $MARA is the play now at some point the ATM pressure along with the typical cycle we have seen as whos next soon hits. They are doing much better operationally. Only $RIOT I believe is more hated my least favorite miner"  
[X Link](https://x.com/AnswerReality/status/1799110679284306068)  2024-06-07T16:06Z [---] followers, [---] engagements


"@Freedom_By_40 $MARA - its time is near the ATM hurts but operational performance continued to improve in May and trend continuing to build in June so far. I like your July call I am in the June [--] calls at $20 and Sept. [--] $30 strike. $WGMI chart tells the story"  
[X Link](https://x.com/AnswerReality/status/1799116896656347306)  2024-06-07T16:31Z [---] followers, [---] engagements


"@TLOUNCCAU $MARA - Took position interest up 50% to 12.4% with filing one hour ago since 12/31/23 at 8.1% interest follow the money always especially the Blackrock money"  
[X Link](https://x.com/AnswerReality/status/1799141096670502978)  2024-06-07T18:07Z [---] followers, [---] engagements


"@Freedom_By_40 $MARA - Blackrock just took position interest up 50% to 12.4% with filing one hour ago since 12/31/23 at 8.1% interest follow the money always especially the Blackrock money"  
[X Link](https://x.com/AnswerReality/status/1799141311376670963)  2024-06-07T18:08Z [---] followers, [---] engagements


"@dollar_mara $MARA - Blackrock just took position interest up 50% to 12.4% with filing one hour ago since 12/31/23 at 8.1% interest follow the money always especially the Blackrock money"  
[X Link](https://x.com/AnswerReality/status/1799141478574194930)  2024-06-07T18:08Z [---] followers, [---] engagements


"@CK_Cryptoklepto $MARA - strong buy now time to unload profits from the smaller miners and move to $MARA now. Thats what I am doing"  
[X Link](https://x.com/AnswerReality/status/1799148431509954979)  2024-06-07T18:36Z [---] followers, [---] engagements


"@dollar_mara Why sell when Blackrock just filed with SEC today that it doubled position to 12.4% in last [--] months and when $MARA is improving operational performance Simply individuals selling being inpatient"  
[X Link](https://x.com/AnswerReality/status/1799203241991016710)  2024-06-07T22:14Z [---] followers, [---] engagements


"@dollar_mara Hang in there and you will do well @dollar_mara . We are almost there. Trust Larry and the Blackrock crew. They dont take 12% positions to lose"  
[X Link](https://x.com/AnswerReality/status/1799257320234393603)  2024-06-08T01:49Z [---] followers, [---] engagements


"@penny_ether @BTCStocksInvest @mikealfred Agree we will see another announcement on $CORZ in near future 1st. $CORZ even after the recent price run up from the grand slam deal I would argue is still the cheapest miner out there as the only one with that type of certain long term cash flow booked. $12 value potential"  
[X Link](https://x.com/AnswerReality/status/1799580743846289615)  2024-06-08T23:14Z [---] followers, [---] engagements


"@TLOUNCCAU I am not in $TSLA now only because I am certain $BTC is going higher and cant have that same certainty with $TSLA or any other stock for that matter . I suggest Uranium if you really want another play"  
[X Link](https://x.com/AnswerReality/status/1799629114871308680)  2024-06-09T02:26Z [---] followers, [---] engagements


"@TLOUNCCAU There was more to this $CLSK executives sold some of their own shares days prior. Then announced. Never seen any executives pull that or Board allowing. Should have been blacked out. I have never looked at $CLSK the same. CEO/CFO/founder background and experience so light"  
[X Link](https://x.com/AnswerReality/status/1799793706700259835)  2024-06-09T13:20Z [---] followers, [---] engagements


"@penny_ether Excellent work as always do you have any updated thoughts on hash rate going forward. Obvious last few days exploded but are now swinging back to the recent prior trend. Or are there others on X to follow on hash rate dynamics"  
[X Link](https://x.com/AnswerReality/status/1799841527725711497)  2024-06-09T16:30Z [---] followers, [---] engagements


"@theBTCMiningGuy $MARA"  
[X Link](https://x.com/AnswerReality/status/1799891850247000151)  2024-06-09T19:50Z [---] followers, [--] engagements


"@mikealfred The simplest trade here today on $WGMI holding for those looking to be more conservative is just buy Bitcoin"  
[X Link](https://x.com/AnswerReality/status/1800579422912905388)  2024-06-11T17:22Z [---] followers, [---] engagements


"@BTCStocksInvest There is never any shame in taking profits but trying to call a top and moving down the food chain is like trying to hit a grand slam in baseball. Can be done but not easy. Staying long $IREN for me along with $CORZ as two largest miner positions"  
[X Link](https://x.com/AnswerReality/status/1800580677282484571)  2024-06-11T17:27Z [---] followers, [----] engagements


"@TLOUNCCAU You crushed it today well done Lets see $MARA storm back tomorrow combined with Bitcoin working back to $70k. Lets ride"  
[X Link](https://x.com/AnswerReality/status/1800622108638405017)  2024-06-11T20:12Z [---] followers, [--] engagements


"@gemkell @theBTCMiningGuy @mikealfred @penny_ether @_Adam_Sullivan1 @roey2025 $CORZ - there is nothing complicated about their convertible and warrant/dilution situation. You have those holders arbitraging and locking gains and you likely have some taking gains and chasing other miners and of course market maker games on any rocket ship like $CORZ"  
[X Link](https://x.com/AnswerReality/status/1803555719821561912)  2024-06-19T22:29Z [---] followers, [---] engagements


"@gemkell @theBTCMiningGuy @mikealfred @penny_ether @_Adam_Sullivan1 @roey2025 $CORZ - best miner to own with only certain cash flow to date. Use the dips to buy especially with convertible soon expiring"  
[X Link](https://x.com/AnswerReality/status/1803555983211290684)  2024-06-19T22:30Z [---] followers, [---] engagements


"@dotkrueger $CORZ - covers them both. Did first AI data center deal and most efficient Bitcoin miner. Only miner with locked cash flow tied to AI with recently signed CW deal and open option to increase MW which I expect to be exercised. The one miner all should look at as a result"  
[X Link](https://x.com/AnswerReality/status/1803754627277459693)  2024-06-20T11:39Z [---] followers, [---] engagements


"@penny_ether @Charge_Stack 100% aligned with this thought process. $CORZ my biggest position with $MSTR. Lets ride all aboard"  
[X Link](https://x.com/AnswerReality/status/1803777420077510870)  2024-06-20T13:10Z [---] followers, [---] engagements


"The most secure #bitcoin $BTC miner trader with guaranteed cash flow is just one - $CORZ Exit the rest"  
[X Link](https://x.com/AnswerReality/status/1804173998760042655)  2024-06-21T15:26Z [---] followers, [---] engagements


"@penny_ether @PeterPan_OG Debt will be off table soon path to all [---] MW potentially spoken for soon as first deal will set off many more now initial pricing terms set as floor on 1st 200MW. More BTC drops more those who still believe in miner space move to safest miner $CORZ. So it wins either way"  
[X Link](https://x.com/AnswerReality/status/1804267670700986814)  2024-06-21T21:38Z [---] followers, [---] engagements


"@penny_ether @PeterPan_OG I am I mix 33% Bitcoin ETF 33% $MSTR and 33% CORZ for Bitcoin related holdings. I sold 100% IREN at 150% gain about $13.90. Given todays trading dynamics thinking moving even more non Bitcoin money to $CORZ and backing up the truck hard. What am I missing on the bear side"  
[X Link](https://x.com/AnswerReality/status/1804268724918095998)  2024-06-21T21:42Z [---] followers, [---] engagements


"@InsiderBuySS Actually Farmland which have some public and private REIT like plays"  
[X Link](https://x.com/AnswerReality/status/1804339310067400900)  2024-06-22T02:23Z [---] followers, [--] engagements


"@penny_ether @PeterPan_OG 100% Correct in my opinion and experience - hedging is over on convertible and your right no net impact on the convertible as a result. Your correct on $CORZZ more bang for your buck using that assumption and the 16.5% discount and get the better leverage with $CORZZ"  
[X Link](https://x.com/AnswerReality/status/1804600871390527908)  2024-06-22T19:42Z [---] followers, [--] engagements


"@penny_ether @PeterPan_OG If we break $8.71 on VWAP I except the IV spread to grow a little more $CORZ and $CORZ.id there a place to find daily VWAP outside of Bloom. The fact CW raised in May and passed on IPO is very bullish on how they feel about their future valuation"  
[X Link](https://x.com/AnswerReality/status/1805356937850057022)  2024-06-24T21:46Z [---] followers, [---] engagements


"@TYonClubhouse @WOLF_WebThree $HUT - They took on greater variable rate risk with $COIN and have to move more bitcoin to COIN to remove their guarantee so Coatue could guarantee their convertible. Not much any risk for Coatue as they take the Company on BK"  
[X Link](https://x.com/AnswerReality/status/1805402086722424937)  2024-06-25T00:46Z [---] followers, [---] engagements


"@dotkrueger Trump previously knew nothing about Bitcoin/ CBDC none of the candidates did but Vivek. But kudos to Trump for hearing Vivek out and seeing the benefits and trusting Vivek. Vivek will go down in history as the OG political leader to Bitcoin in the world. Let the U.S. lead"  
[X Link](https://x.com/AnswerReality/status/1805810619951480968)  2024-06-26T03:49Z [---] followers, [---] engagements


"@penny_ether $MARA-Ignore our results to see how under valued we are $IREN-wait until you see our new contracts remember when AWS started out $CORZ - BK to AI faster than you can spell NVDAs CEOs full name. $WULF-hybrid sounds cool $RIOT-pretty please $BTBT $CLSK-diversification Nahhhhh"  
[X Link](https://x.com/AnswerReality/status/1808340031037137333)  2024-07-03T03:20Z [---] followers, [----] engagements


"@penny_ether $WGMI - Who let $RIOT in"  
[X Link](https://x.com/AnswerReality/status/1808346169606557783)  2024-07-03T03:44Z [---] followers, [---] engagements


"@smatthewschultz $CLSK - management sold yesterday now we can ATM today"  
[X Link](https://x.com/AnswerReality/status/1808347370523935019)  2024-07-03T03:49Z [---] followers, [---] engagements


"@penny_ether $CLSK - management sold yesterday now we can ATM today"  
[X Link](https://x.com/AnswerReality/status/1808347494176170218)  2024-07-03T03:50Z [---] followers, [---] engagements


"@penny_ether $IBIT - we are Blackrock just give this @mikealfred guy all the Acqua Panna he wants to work us into his miner spaces on X"  
[X Link](https://x.com/AnswerReality/status/1808352132984098821)  2024-07-03T04:08Z [---] followers, [---] engagements


"@Charge_Stack I hope it does I am long Bitcoin $MSTR but on miners presently very very deep $CORZ only. I am just skeptical this is just going to be similar to more recent trading days that miners hold strong against Bitcoin down and that miner stocks have risen too high here of late"  
[X Link](https://x.com/AnswerReality/status/1809199318626128191)  2024-07-05T12:15Z [---] followers, [---] engagements


"@Charge_Stack If WGMI or any miners trade green up today I will be the first to apologize to those who called it. I am stunned and presently very happily surprised at the resiliency but not adding here to any miners"  
[X Link](https://x.com/AnswerReality/status/1809226385333883207)  2024-07-05T14:02Z [---] followers, [---] engagements


"@Charge_Stack $CORZ -Unless economics are worse I dont want CW exercise for remaining MW. Too much concentration of risk/leverage CW/bad for lending pricing way down road. Dilution priced/hedged debt free in time. I think they have go shop in contract hence non-exclusive wording Friday PR"  
[X Link](https://x.com/AnswerReality/status/1809947576868786683)  2024-07-07T13:48Z [---] followers, [---] engagements


"$CORZ - if there was any doubt about VWAP hitting close Thursday for tranche [--] warrants to vest $CORZ dialed up $SQ PR to be released in AM to combat and Bernstein with the $17 PT for the assist. Still about 1.5% IV $CORZ to $CORZZ with [--] days left"  
[X Link](https://x.com/AnswerReality/status/1811031699838423544)  2024-07-10T13:36Z [---] followers, [---] engagements


"@penny_ether To be clear on $IREN u dont PR you hired JPM when close to strategic deals. You do it when your not questions about your abilities/timeline/cost piling up and your stock moving negatively of late. Market so far isnt buying it and we are way past a small time short report"  
[X Link](https://x.com/AnswerReality/status/1813923835374346303)  2024-07-18T13:08Z [---] followers, [---] engagements


"@athewmay @mikealfred $MSTR - 182% lets fill it in"  
[X Link](https://x.com/AnswerReality/status/1814432373921976388)  2024-07-19T22:49Z [---] followers, [---] engagements


"@ThrobbingBratw1 @web3_eth @danroberts0101 Amen to that I second it and I know we are not alone. I am bundling with $MSTR this isnt a miner only play for me to hopefully end a life of Corporate misery"  
[X Link](https://x.com/AnswerReality/status/1814502949386604763)  2024-07-20T03:29Z [---] followers, [---] engagements


"@dotkrueger $MSTR will get SP500 add and short covering and be the biggest winner"  
[X Link](https://x.com/AnswerReality/status/1814681605283209220)  2024-07-20T15:19Z [---] followers, [---] engagements


"@BecauseYrBored @ryQuant @AdamSimecka @Adrian_R_Morris @SemlerEric @TheMatrixDr Saylor openly acknowledged $MSTR was in a dead end or flatline until adopted Bitcoin. Has worked out well for them but of course they were first inning. No position in $SMLR but will be taking a look as been on back burner for sometime"  
[X Link](https://x.com/AnswerReality/status/1815754766166663262)  2024-07-23T14:24Z [---] followers, [---] engagements


"@dotkrueger Agreed got to ignore the daily volatility before we rip but with Trump stepping up to the plate Saturday the death of Joe Biden and the Democratic Party and all the U.S. political and financial tailwinds very surprised we are trading down moving into this weekend. Thoughts"  
[X Link](https://x.com/AnswerReality/status/1816283381459738866)  2024-07-25T01:24Z [---] followers, [--] engagements


"@mikealfred @leadlagreport Lets call out the truth on CNBC many cut checks to go on there here and there to promote their book and services. I know this for a fact from some who have been on. Sadly some retail buy off these paid interviews"  
[X Link](https://x.com/AnswerReality/status/1816699019868930195)  2024-07-26T04:56Z [---] followers, [--] engagements


"Dont bottom feed on $DXCM. This quarter was a game changer and the drop is justified. $ABT and $MDT have stolen market share and volumes overall declining in industry. It is that simple"  
[X Link](https://x.com/AnswerReality/status/1816808242342928516)  2024-07-26T12:10Z [---] followers, [---] engagements


"$TNDM - Will pre release post close today. They just arent run as well as $PODD and just a big step down on executive team. Place your bets today as result. I will provide more info later today once I get my bets in"  
[X Link](https://x.com/AnswerReality/status/1816818427622805797)  2024-07-26T12:50Z [---] followers, [---] engagements


"$DXCM - Here's the thing $DXCM says DME issues that is $TNDM as $PODD isn't really a DME player now concentrated to pharmacy. $TNDM has no pharmacy plan. This means $TNDM is loosing sharing to $MDT (also $ABT) as $MDT has it's own CGM. I think this very bad news for $TNDM"  
[X Link](https://x.com/AnswerReality/status/1816841266673394086)  2024-07-26T14:21Z [---] followers, [---] engagements


"$DXCM - Despite the huge beat by $PODD the $DXCM result is still foreshadowing and supporting $PODD's lower revenue growth and risk in T2 which $PODD needs longer term to grow and support valuation. I expect $PODD not to hold here"  
[X Link](https://x.com/AnswerReality/status/1816841810796335513)  2024-07-26T14:23Z [---] followers, [---] engagements


"@LongVollllll Expecting much deeper down as I posted $TNDM is in direct line of fire being the DME player to $DXCM. $PODD is of course basically mostly pharmacy now and $PODD already proved they weren't the slip. $TNDM has a reckless management team and pulled a big flip Q2 [--] forecast"  
[X Link](https://x.com/AnswerReality/status/1816844299671089563)  2024-07-26T14:33Z [---] followers, [---] engagements


"@LongVollllll $TNDM is in crosshairs the most they likely did OK Q2 with mobi stocking still and they could like about their forecast as they often do and wait to for Q3 to be the disaster but they are in big trouble. They are 100% DME and $MDT taking share and T2 is becoming"  
[X Link](https://x.com/AnswerReality/status/1816846025644016096)  2024-07-26T14:40Z [---] followers, [---] engagements


"@LongVollllll $PODD is also in trouble it is a short here we have seen some huge beats get crushed in time. There LT growth is stalling and they need T2 and $DXCM is signaling T2 risk. The big boys will be going there eventually to crush as well"  
[X Link](https://x.com/AnswerReality/status/1816846309950709841)  2024-07-26T14:41Z [---] followers, [---] engagements


"$DXCM - did any analyst call the 40% decline or put a sell on it prior NOPE And they havent done it for $TNDM $PODD yet a rerate will come down the road for those stocks especially for $TNDM. Dont kid yourself that only $DXCM will surprise downside. They are 1st not last"  
[X Link](https://x.com/AnswerReality/status/1817028767526576261)  2024-07-27T02:46Z [---] followers, [---] engagements


"@LongVollllll 1/4 - Thank U for kind words. So $TNDM in Q2 [----] ER release significantly slashed their forecast after just affirming it prior Q. I think they still do ok Q2 probably similar number Q1 from Mobi stalking benefit. Focus is if they dont adjust back half guidance on beat up"  
[X Link](https://x.com/AnswerReality/status/1817036026847629527)  2024-07-27T03:15Z [---] followers, [--] engagements


"@LongVollllll 2/4 - typically around this time they bring up some European stocking issue they get blindsided with Europe August holiday but it is really their inability and inexperience managing channel there. They still cant hit GM targets set [--] to [--] years ago and no profitably path"  
[X Link](https://x.com/AnswerReality/status/1817036742857306493)  2024-07-27T03:18Z [---] followers, [--] engagements


"@LongVollllll 3/4 zero pharmacy plan as their product isnt disposable like $PODD. SIGI is many years out and will be a beast to manuf. Took $PODD well over [--] years to figure out. $MDT after struggling for years back building share with 780G. Surprised no release from $TNDM today"  
[X Link](https://x.com/AnswerReality/status/1817038696564064307)  2024-07-27T03:25Z [---] followers, [---] engagements


"@LongVollllll Q2 might be ok but I see $TNDM imploding in next [--] months and likely comes to light [----] around this time or May [----] release. No path to profitability no pharmacy $MDT/$PODD taking share T2 overhang to growth for all. Weak Leadership team CEO/CFO a couple live together"  
[X Link](https://x.com/AnswerReality/status/1817042255540043937)  2024-07-27T03:40Z [---] followers, [---] engagements


"Q2 might be ok but I see $TNDM imploding in next [--] months and likely comes to light [----] around this time or May [----] release. No path to profitability no pharmacy $MDT/$PODD taking share T2 overhang to growth for all. Weak Leadership team CEO/CFO a couple live together"  
[X Link](https://x.com/AnswerReality/status/1817042418421665910)  2024-07-27T03:40Z [---] followers, [---] engagements


"$DXCM - partially blamed DME out of nowhere $PODD-pharmacy. $TNDM is the only large direct pump DME they sell to. Stated suppliers good on inventory stocking. Also hired new COO late June odd timing I think they need Q2 revenue $210m lower will hurt them. $210 my actual est"  
[X Link](https://x.com/AnswerReality/status/1817049456623165613)  2024-07-27T04:08Z [---] followers, [---] engagements


"$CORZ - took only [--] business days to exercise all my $CORZZ warrants for a penny each to $CORZ versus the 7-10 days E*Trade referenced. Seems the only negative to $CORZZ is it goes illiquid during the conversion period as it often trades for more than [--] cent difference"  
[X Link](https://x.com/AnswerReality/status/1817776933578412350)  2024-07-29T04:19Z [---] followers, [---] engagements


"$TNDM - assumed $TNDM would have piggy backed off $PODD pre release to double down if they had a strong Q2 revenue and solid guide up like $PODD to further reduce the $DXCM ER overhang but they didnt Thursday will be more interesting on the $TNDM front now"  
[X Link](https://x.com/AnswerReality/status/1817903638796239135)  2024-07-29T12:42Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@AnswerReality Avatar @AnswerReality This Way To Valhalla ✝️

This Way To Valhalla ✝️ posts on X about $corz, $iren, $wulf, $podd the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

  • [--] Week [-----] -52%
  • [--] Month [-----] -42%
  • [--] Months [-------] +31%
  • [--] Year [-------] +34%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] +4.80%
  • [--] Months [---] -23%
  • [--] Year [---] -13%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] -0.31%
  • [--] Month [---] -1.50%
  • [--] Months [---] +44%
  • [--] Year [---] +127%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks cryptocurrencies finance technology brands countries currencies celebrities us election nhl exchanges

Social topic influence $corz, $iren, $wulf #33, $podd, $tndm, $rkt #6, bitcoin, $btc, $mara, mstr

Top accounts mentioned or mentioned by @pennyether @thekamahsutra @mikealfred @perrylin1 @fransbakker9812 @umbisam @chargestack @danroberts0101 @matthewsigel @edvestments @smallcapking2 @askcryptowealth @nanotitan28 @throbbingbratw1 @hashoveride @goforgrubes2 @longvollllll @actuallyclimber @dotkrueger @benwerkman

Top assets mentioned Core Scientific, Inc. Common Stock (CORZ) Iris Energy Limited (IREN) TeraWulf Inc. (WULF) Insulet, Corp. (PODD) Tandem Diabetes Care, Inc. (TNDM) Rocket Companies, Inc. (RKT) Bitcoin (BTC) MARA Holdings, Inc. (MARA) Metaplanet Inc. (MTPLF) Bitfarms Ltd. (BITF) CoreWeave, Inc (CRWV) CLEANSPARK INC (CLSK) Strategy (MSTR) DexCom, Inc. (DXCM) Measurable Data Token (MDT) Cipher Mining Inc. Common Stock (CIFR) Alphabet Inc Class A (GOOGL) Riot Platforms, Inc. (RIOT) Grayscale BTC ETF (GBTC) Reserve (RSV) Amazon.com, Inc. (AMZN) Arcblock (ABT) Microsoft Corp. (MSFT) iShares BTC Trust (IBIT) Bittensor (TAO) Cango Inc. American Depositary Shares (CANG) Coop Coin (COOP) Nebius Group N.V. Class A Ordinary Shares (NBIS) Fermi Inc. (FRMI) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Spotify Technology (SPOT) Bitdeer Technologies Group (BTDR) Motorola Solutions Inc (MSI) NVIDIA Corp. (NVDA) Semler Scientific, Inc. (SMLR) DraftKings Inc. Class A Common Stock (DKNG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@LastMileFiber $KVH - I think by end of January [----] we see something hit here. $15 - $17 takeout. They shot the founder/CEO earlier this year and all his family members hitting the payroll"
X Link 2022-11-30T17:01Z [---] followers, [--] engagements

"When I wrote this [--] months ago $TNDM was at $120 and is now $30 75% lower now. $PODD was $225 now $317 or 41% higher. The analysts were completely asleep and I was right. Same story today just as much now long $PODD and short $TNDM. $TNDM will one day go single digits again"
X Link 2023-05-16T17:23Z [---] followers, [--] engagements

"$TNDM - I called sub $30 ages ago and now eventually single digits. Finally Wall Street has figured out the are getting crushed by $PODD and lying about losing market share and last [--] months forecast. Lawsuits and executive terminations in future"
X Link 2023-05-19T20:48Z [---] followers, [--] engagements

"$PODD - both $MDT and $TNDM have backs against the wall with $PODD taking market share as large majority want tubeless. Both desperately reaching in basement for patch acquisitions in last [--] months. $PODD is winning. The timing of these acquisitions and their last ER proves it"
X Link 2023-06-27T22:07Z [---] followers, [---] engagements

"@MartyChargin $DXCM and $PODD and watch $TNDM just keep dying"
X Link 2023-06-05T16:50Z [---] followers, [--] engagements

"$TNDM - All those people who trashed me when I said $TNDM was going to collapse when it was over $100 and it was going sub $30 and eventually sub $10 and to long $PODD and short $TNDM where are you Tandemites now"
X Link 2023-06-05T21:17Z [---] followers, [--] engagements

"@Borlaug_ $PODD this forecast doesnt align anywhere close to what they picked up for huge growth on Q1 [----] from competitors and $TNDM losing way more. I am in industry and screaming short $TNDM and long $PODD for almost [--] years. See prior tweets"
X Link 2023-06-19T13:08Z [---] followers, [--] engagements

"@JoeyMannarinoUS Insulet Omnipod [--] $PODD via Medicaid ultimately"
X Link 2023-06-25T14:53Z [---] followers, [--] engagements

"I am long the market but these are my three hedge stocks on world falling apart $MRNA $AMRK $GBTC What are your three"
X Link 2023-06-29T12:10Z [---] followers, [---] engagements

"@DoctorTurtleboy Joined the club tonight loved it"
X Link 2023-06-30T03:22Z [---] followers, [----] engagements

"With Blackrock and Fidelity in mix only a matter of when not if $GBTC gets massive boost from $BTC ETF #Bitcoin Long $GBTC"
X Link 2023-07-31T01:41Z [---] followers, [--] engagements

"$TNDM has now been hit with the shareholder claim alerts for lying about forecast Q3 [----]. I have long said they will never make back half forecast in [----] which calls for growth popping after first six months in [----] flat. $PODD O5 live UK and soon Germany. OGO [----]. Mobi 2024"
X Link 2023-08-03T02:33Z [---] followers, [--] engagements

"$TNDM I expect tomorrow [----] forecast reduced. $PODD continues to take share. Some decent options action clearly calling the same yesterday. Those excited about Mobi must understand Control-IQ once had no O5 $PODD competition since then struggled. Pay as you go model of $PODD"
X Link 2023-08-02T23:51Z [---] followers, [---] engagements

"Is beloved by insurance reimbursement versus the all upfront model of $TNDM. $PODD pharmacy access is dominant which neither $TNDM or $MDT offer"
X Link 2023-08-05T10:59Z [---] followers, [---] engagements

"$PODD issuing Q3 ER latest seen right near deadline. No longer reporting ER day after $TNDM.I suspect change to try and distance itself from $TNDM ER shrapnel of late.Wild card could be an IOS announcement or some other significant update next Monday.Expect beat and raise again"
X Link 2023-08-02T23:59Z [---] followers, [---] engagements

"$PODD [---] job openings $TNDM several surprise restructuring charges of late - AKA severance and only [--] job openings . In last annual report in February [----] each reported [----] employees. Why is one hiring so much more than the other today Hmmm. Short $TNDM and long $PODD"
X Link 2023-08-03T03:22Z [---] followers, [---] engagements

"$TNDM always said new product introductions not in guidance. $DXCM G7 initially was to be end Q2. $ABT Libre3 a quarter http://later. Mobi now to be limited introduction end of year. $MDT 780G US approved April [--]. $PODD O5 hitting countries OUS back of year. Lots of headwinds"
X Link 2023-08-03T14:27Z [---] followers, [---] engagements

"@SmallCapKing2 I do suspect the leak is intentional to try and get a party to close pre ER pre-strike. It is going to happen in my opinion not if but when"
X Link 2023-08-03T19:42Z [---] followers, [--] engagements

"$TNDM - I said so many times many months ago $TNDM had no chance of making back half guidance and CEO/CFO were lying to by time. No one listened Today was the day I was proven accurate. Total disaster. Short $TNDM and long $PODD. This is going way lowerπŸ₯²"
X Link 2023-08-03T21:58Z [---] followers, [---] engagements

"$TNDM - spot on prediction this morning. This will break [--] week low in this environment. Congratulations to those banging the August [--] [--] puts like myself and shorts. Going to be a great ride $PODD will solve for the answer on Tuesday. Possible PR Mon. with product update"
X Link 2023-08-03T22:05Z [---] followers, [---] engagements

"@Itclegacy $PODD - Agree the chart is horrendous and your comment on what lousy guidance would result in but disagree it requires courage to be long going into ER if one is listening closely to what has been said in the last two weeks and where we left off after Q1 [--] ER"
X Link 2023-08-06T16:31Z [---] followers, [--] engagements

"@gibsonchiang Couldnt run fast enough away. $DXCM is a beast and $ABT takes up the lower end price point and international"
X Link 2023-08-06T20:37Z [---] followers, [---] engagements

"@PropThinker $PODD caught up in $TNDM and $DXCM completely unrelated. $TNDM's loss $PODD gain. Been saying it for about [--] years long $PODD and short $TNDM. Annuity model tubeless T2 play pharmacy reimbursement for the win"
X Link 2023-08-07T21:30Z [---] followers, [---] engagements

"$PODD - $MDT is going to fail at ripping of $PODD IP. See 8-K in AM. $PODD is about taking over the market and no one can figure out their technology to mass produce something similar so $MDT tried to steal it. Expect $MDT to put deal on hold now to see how IP plays out"
X Link 2023-08-08T13:41Z [---] followers, [---] engagements

"$TNDM - Now you can see why the dropped guidance so hard even in [----] based on $PODD 8-K. There's one place a diabetes investor absolutely doesn't want to be right now is $TNDM. Today's news is another short $TNDM"
X Link 2023-08-08T13:43Z [---] followers, [---] engagements

"$PODD - Nobody likes legal overhang but EFlow (Korean company) ($MDT to acquire) hired main players on $PODD initial design and $FLEX was doing the manufacturing in Asia all linked in. Eflow went from a dead product to $PODD equivalent overnight with no R&D. $MDT will bail"
X Link 2023-08-08T14:24Z [---] followers, [---] engagements

"$PODD - Tomorrow this booms back incredibly bullish call solid results and guide and $PODD always deliver in guidance. Apple IOS announcement is massive. The Algos came in today and tomorrow the snap back happens. $TNDM on other hand big trouble Annuity model massive plus"
X Link 2023-08-08T21:35Z [---] followers, [---] engagements

"@JaguarAnalytics It was a very bullish quarter and tremendous guide and throw in Apple IOS $ABT and $DXCM update on integration but mostly importantly noted zero impact to TAM from today's $LLY and $NVO noise calling the death of diabetes. Been saying that since the 1970's. $PODD pops"
X Link 2023-08-08T22:57Z [---] followers, [---] engagements

"@PropThinker $PODD - It was a very bullish quarter and tremendous guide and throw in Apple IOS $ABT and $DXCM update on integration but mostly importantly noted zero impact to TAM from today's $LLY and $NVO noise calling the death of diabetes. Been saying that since the 1970's"
X Link 2023-08-08T23:01Z [---] followers, [---] engagements

"$PODD - I expect $MDT to abandon Eflow patch pump acquisition based on German court and today $PODD filing in U.S. $MDT is not going to light $738m on fire and inherit massive legal liability of billions now that $PODD has shown they have a rock solid case. $MDT IP steal fails"
X Link 2023-08-09T01:49Z [---] followers, [---] engagements

"Now more than ever I see $DXCM and $ABT bidding war for $PODD would cancel out the other 100% before both are integrated. Neither could afford to lose the battle to their diabetes business. $LLY or $NVO could be wild card as well"
X Link 2023-08-09T01:57Z [---] followers, [---] engagements

"@ReadingTheTape4 @HedgeyeHC Anyway you can send it to me. Big Marcus fan best $PODD analyst. I work in the diabetes space but cant seem to DM you"
X Link 2023-08-09T11:51Z [---] followers, [--] engagements

"If your long $PODD through this battle of actual results versus market sentiment you have to hedge and short $TNDM here. $PODD will come out of this when all said and done. $TNDM will single digits and end in fire sale. Like what was attempted several years ago and failed"
X Link 2023-08-09T14:40Z [---] followers, [---] engagements

"$PODD if Board member bought [----] shares at $305 on 5/23/23 going to be difficult to not being buy again here without sending a message"
X Link 2023-08-09T22:12Z [---] followers, [--] engagements

"$PODD - JP Morgan - Robbie Marcus my opinion the best analyst covering. J.P. Morgan reiterates its Overweight rating on Insulet Corp (NASDAQ:PODD) after it hosted several investor meetings with Insulets CFO Wayde McMillan and Head of Investor Relations Deb Gordon"
X Link 2023-08-18T12:57Z [---] followers, [---] engagements

"@saxena_puru The market also decided diabetes is going away $PODD and $DXCM. $PODD keeps crushing numbers and raising guidance and in SP500 as of this year"
X Link 2023-08-21T19:16Z [--] followers, [----] engagements

"@boneham12 @saxena_puru Incorrect $PODD also has Type [--] listen to any earnings call. Today primarily Type [--]. Omnipod DASH is the only pump eligible by Medicare for people with insulin-requiring Type [--] diabetes"
X Link 2023-08-22T01:48Z [---] followers, [---] engagements

"@Investing501 @Alex__Pitti @hiddensmallcaps @DakotasTwits $TNDM absolutely should be trading down $PODD should not. $PODD crushing numbers. $TNDM missing last couple of years. $TNDM will one day be single digits"
X Link 2023-08-22T02:22Z [---] followers, [--] engagements

"@SmallCapKing2 @DrishtiCap laughable $AVNW desperately tried to buy $CRNT. Why for chip technology. Even asked them what price would it take and they didnt give one. $AVNW benefits not for better technology but for American based. Dish even dumped $AVNW. I think ST $AVNW can do well as a cash cow"
X Link 2023-08-24T19:50Z [--] followers, [--] engagements

"@LongVollllll $PODD - See SEC filing on lawsuit on EFLOW. Stolen IP lets see if $MDT closed it with 10-Q to be filed in about a week. Big royalty is coming if they proceed. Already blocked EFLOW in Germany. $TNDM many years away stuck in DME world out of pharmacy and cant match insurance"
X Link 2023-08-29T00:45Z [---] followers, [--] engagements

"We have a well timed $1M $PODD CEO purchase. CFO and former CEO still restricted from buying based on open window remaining from prior sale. See SEC rules. Of course ZERO $TNDM insider buys post ER"
X Link 2023-08-30T04:35Z [---] followers, [--] engagements

"@espn Feels like Boston Celtics Gordon Hayward moment has hit NY"
X Link 2023-09-12T00:43Z [---] followers, [--] engagements

"@stoolpresidente Feels like Boston Celtics Gordon Hayward moment has hit NY"
X Link 2023-09-12T00:45Z [---] followers, [--] engagements

"$TNDM - Does anyone remember me and my predictions on TNDM πŸ˜€. Single digits over time. Fools believed in this executive team and out dated distribution model and tubed offering. You were lied to and continually chased the glory days that are over permanently over"
X Link 2023-09-14T23:59Z [---] followers, [---] engagements

"$PODD will see its day in the sun and be taken out in years to come much higher than here. $TNDM is off to the graveyard for burial"
X Link 2023-09-15T00:03Z [---] followers, [---] engagements

"@kingkang80 $AAPL is a phenomenal copy as we all know but what they are trying to do with diabetes with watch is like little league baseball to MLB with $DXCM and $PODD. The more interest $AAPL shows in this space actual bigger win for $DXCM with partnership"
X Link 2023-09-15T02:36Z [---] followers, [--] engagements

"@kingkang80 $DXCM tried to shoot it down but it was real. Would $DXCM like to buy $PODD and is it so much more doable at this price absolutely. I think the $MDT legal overhang will hold both sides back now mostly $PODD because $PODD is going win big on that case"
X Link 2023-09-15T02:37Z [---] followers, [---] engagements

"@KendrickPerkins RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"
X Link 2023-10-01T17:27Z [---] followers, [--] engagements

"@stoolpresidente RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"
X Link 2023-10-01T17:29Z [---] followers, [--] engagements

"@stoolpresidente @patbev21 RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"
X Link 2023-10-01T17:29Z [---] followers, [--] engagements

"@DoctorTurtleboy RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"
X Link 2023-10-01T22:46Z [---] followers, [--] engagements

"@gregadicke Whats preventing you from podcast There is still a lot of guys like myself that remember you. If the hiring isnt coming you have to do it yourself. Surprised a loyal green teamer @stoolpresidente cant give you a shot"
X Link 2023-10-01T23:02Z [---] followers, [--] engagements

"@KevinOConnorNBA RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"
X Link 2023-10-02T00:20Z [---] followers, [--] engagements

"@Boston_Diehards RIP - Robert Glassman Williams you should be a NBA Allstar and All D each year your a freakish athlete but you dont love basketball enough was the rumor as a result you couldnt strengthen your body to stay healthy. The modern day Pervis Ellison"
X Link 2023-10-02T00:39Z [---] followers, [--] engagements

"$PODD - CFO change a game changer to me to take a job at $MMM spin-off at this point in the stock price. Just adds to headwinds and questions about [----] and beyond guidance. Makes me also wonder about $MDT litigation overhang $MDT trying to steal core patents. T"
X Link 2023-10-04T13:44Z [---] followers, [---] engagements

"If you want to play diabetes stock I have been saying the same thing for years short $TNDM. I use to say long $PODD and short $TNDM. Can't say that anymore after CFO dropping out this point in time it is just short $TNDM. Openly acknowledge this is a big change in position"
X Link 2023-10-04T13:46Z [---] followers, [---] engagements

"@SmallCapKing2 @taobanker $AVNW - Sales lead [--] years at [--] out due to retirement right after filing the proxy and as Q1 closes with an an INTERNAL candidate. Those moves always suspicious. Not the same thing but $CMBM wow"
X Link 2023-10-05T15:08Z [---] followers, [--] engagements

"@bioguru1986 @adar170 Blow up CFO resignation massive for spin off when $PODD is cracking [--] week lows. Things have changed. You can short $TNDM and continue to do well that's not even a real company that place they just lie and keep making it up as they go along and miss numbers"
X Link 2023-10-05T15:11Z [---] followers, [--] engagements

"@SeanGrandePBP - We know how it works it always comes down to money. They low balled you to what Mike was making and market. You held firm and they got this guy at rock bottom. When in doubt follow the money. You were and are the best @celtics @StoolGreenie @stoolpresidente"
X Link 2023-10-07T18:59Z [---] followers, [--] engagements

"@bostonradio Simple how it works it always comes down to money. They low balled him to what Mike was making and market. He held firm and they got this guy at rock bottom. This is my high speculation. When in doubt follow the money"
X Link 2023-10-07T19:09Z [---] followers, [---] engagements

"@Culture_Crit @elonmusk Correct love of God/Jesus the only answer. Through Mary to Jesus. His long announced arrival is in sight"
X Link 2023-10-07T19:11Z [---] followers, [--] engagements

"@elonmusk Love of God/Jesus the only answer. Through Mary to Jesus. His long announced arrival is in sight. The Bible is clear where it all began and where it will end. The greatest weapon in our hand is rosary beads. Judgement day will one day arrive for us all"
X Link 2023-10-07T19:17Z [---] followers, [--] engagements

"@SmallCapKing2 @taobanker $AVNW - Watch closely the next ER there could be some headwinds in pipeline don't under estimate Sales lead of [--] years all the sudden getting shot at [--] by internal candidate. They have a different model but many others in the sector are getting blown up on recent ER's"
X Link 2023-10-19T18:02Z [---] followers, [--] engagements

"$SPOT - Name another stock that took on $AMZN and $GOOG and keeps on Winning best quarter for $SPOT in a long time. Rationalization of cost structure in flight with growing revenues. @borrowed_ideas and @SleepwellCap"
X Link 2023-10-25T02:22Z [---] followers, [---] engagements

"@mikealfred More selling of $GBTC in flight"
X Link 2023-10-25T02:23Z [---] followers, [---] engagements

"$PODD - doing nothing on $DXCM move repeat CFO departure overhang huge and question mark on [----] guidance along with this being a front of the line tax seller in all accounts for year-end. I believe most hold off to they see [----] guidance and longer-term model"
X Link 2023-10-27T14:49Z [---] followers, [---] engagements

"Heres what I said about $TNDM [----] guidance after first print. $TNDM since guided revenue down another 18% and massive drop in Adjusted EBITDA. Now guiding [----] revenue lower than original [----] guidance and stock down over 60% since May [----] annual guidance. Leadership frauds"
X Link 2023-11-02T04:26Z [---] followers, [---] engagements

"@jiggycapital @WaterworldCapi1 Agree on all BUT CFO quit when stock was as depressed as ever. Stil leaves me pause. $DXCM different play on diabetes space seems easier and $TNDM is going sub $10 for sure"
X Link 2023-11-02T21:06Z [---] followers, [---] engagements

"@saxena_puru Mr. Saxena - I know you commented your expectations for the future but [----] will go down as the year of the generals or Mag [--]. Those who followed this path had an amazingly peaceful ride. Indexing QQQ or SPY massive winner for those that have in country taxes and compound"
X Link 2023-11-07T17:47Z [---] followers, [---] engagements

"@kingdomcapadv Never had a Costco pizza as none super close by but that doesnt look bad at all Have to keep in mind next time $GBTC dips"
X Link 2023-11-08T05:27Z [---] followers, [---] engagements

"@stillgray @VivekGRamaswamy This isnt Joe Biden this is the most articulate thoughtful and intelligent candidate for president in modern times"
X Link 2023-11-21T03:11Z [---] followers, [---] engagements

"@VivekGRamaswamy This isnt Joe Biden this is the most articulate thoughtful and intelligent candidate for president in modern times"
X Link 2023-11-21T05:44Z [---] followers, [--] engagements

"$MEEC - as noted yesterday the press release was a red flag in advance of todays press release that is a hold on and wait and see. They arent working with a strong balance sheet where they can be aggressive with maximizing settlements and holding out"
X Link 2023-11-21T14:23Z [---] followers, [----] engagements

"@BillSimmons Jaylen Brown finished last in the NBA in A/TO ratio a year ago. Highest paid player in NBA next year"
X Link 2023-11-23T15:00Z [---] followers, [--] engagements

"Charlie Munger said Crypto Crappo. Mr. Munger you helped support abortion and now you will be judged by the highest power. You wrongly didnt protect life now yours is gone and crypto lives #Bitcoin #BitcoinETF #Cryptocurency $IREN $CLSK $GBTC #ProLife #CryptoNews #Crypto"
X Link 2023-11-29T01:37Z [---] followers, [---] engagements

"@LilaGraceRose Charlie Munger is being praised today yet he supported and lead a Planned Parenthood chapter. Not a hero. #ProLife"
X Link 2023-11-29T13:39Z [---] followers, [--] engagements

"The Patriots are a STARLESS TEAM Making promotional efforts laughable. They cant even put Bill on covers now Only NFL team I have seen promoting a center Dave Andrews on weekly game magazine. Ideal for your Christmas fireplace each week.#Patriots #NFL @Patriots @PatsNationTM"
X Link 2023-12-03T15:45Z [---] followers, [--] engagements

"@saxena_puru Why no #BTC or $GBTC $GLD or $SLV or $URNM"
X Link 2023-12-04T03:11Z [---] followers, [---] engagements

"Playing the #Bitcoin miners or $COIN can be tempting or even crypto outside of #Bitcoin . Do yourself a favor and the charts historically prove it dont be greedy Go 90% or more of your #cryptocurrency allocation to #Bitcoin or $GBTC only. Youll be glad you did Long $GBTC"
X Link 2023-12-04T17:24Z [---] followers, [---] engagements

"$SPOT - Here it comes as noted two weeks ago. Expect over next several years a $NFLX like break out. $SPOT - again the only company I am aware knocking out $AMZN $APPL and $GOOG with a smaller pocket"
X Link 2023-12-04T18:39Z [---] followers, [---] engagements

"@BrianFeroldi Not a company but a trust that fits size - $GBTC"
X Link 2023-12-05T00:14Z [---] followers, [--] engagements

"$PODD - Here's what I said [--] months ago it happened last night just as I said it would $MDT - backs out of trying to steal IP $PODD - I expect $MDT to abandon Eflow patch pump acquisition based on German court and today $PODD filing in U.S. $MDT is not going to light $738m on fire and inherit massive legal liability of billions now that $PODD has shown they have a rock solid case. $MDT IP steal fails $PODD - I expect $MDT to abandon Eflow patch pump acquisition based on German court and today $PODD filing in U.S. $MDT is not going to light $738m on fire and inherit massive legal liability of"
X Link 2023-12-07T17:11Z [---] followers, [---] engagements

"@PropThinker Far and way biggest winner is $PODD not $MODD or $TNDM it will be proven in time. Live inside the industry"
X Link 2023-12-08T00:25Z [---] followers, [--] engagements

"$CHWY - todays announcement is a huge red flag regarding upcoming lack of growth. Getting into the vet business will be a move of shareholder value destruction. Run away dont walk"
X Link 2023-12-15T00:33Z [---] followers, [--] engagements

"@saxena_puru $AMZN also keeps growing shipping market share now #1 in U.S. and they wont be guiding down next year"
X Link 2023-12-20T05:48Z [---] followers, [--] engagements

"$CONN - my top small cap pick for [----] not related to $BTC . will explode on a soft landing. $RILY haters will certainly scoff at the notion. Watch for a hot close on this one"
X Link 2023-12-27T19:36Z [---] followers, [---] engagements

"@LynAldenContact @ThHappyHawaiian Said the same for long time the $SLV trade went to $BTC. Precious metals have the newer kid in town #crypto Perceived way more upside and no shipping costs #BitcoinETF"
X Link 2023-12-27T23:32Z [---] followers, [--] engagements

"@MortensenBach $BTDR - didnt make the list in [----] look for it in 2024"
X Link 2023-12-29T14:03Z [---] followers, [----] engagements

"@saxena_puru $BMY and for those who want to swing big $PFLT"
X Link 2024-01-03T01:00Z [---] followers, [---] engagements

"#diabetes - Prediction $TNDM implodes in [----] with continued leadership shakeout. $DXCM takes a run at $PODD again"
X Link 2024-01-03T13:54Z [---] followers, [---] engagements

"@mikealfred SEC or no one else is saying to No to Larry in an election year and when hes already marched his biggest hands to front load the trade and put all the earnings from a #Bitcoin ETF in his [----] plan"
X Link 2024-01-04T03:53Z [---] followers, [--] engagements

"@MortensenBach It wont be anywhere near a 6-9 month wait for another parabolic move. For those that want to keep it simple and reduce exposure to one play go with $WGMI"
X Link 2024-01-06T00:06Z [---] followers, [---] engagements

"@MortensenBach One headwind that was entirely predictable just about every miner to do follow on offerings and continue to dilute given recent moves. See $CLSK tonight. Long run the raises will be good but as you say I keeping scaling in on red days. I expect more red early next week"
X Link 2024-01-06T00:24Z [---] followers, [---] engagements

"@SmallCapKing2 Top smallcap play for [----] $CONN"
X Link 2024-01-10T02:54Z [---] followers, [--] engagements

"@CapitalFang I'll bet on $CONN over $PRPL but they could both be winners in [----]. However $CONN a little more runway on liquidity with $RILY deal coming"
X Link 2024-01-10T03:58Z [---] followers, [---] engagements

"@_Pat_Connolly We are going to have a civil war when election season hits back of year. Long $MSI $AXON and $SPWH . Who else did I miss"
X Link 2024-01-23T00:55Z [---] followers, [---] engagements

"We are going to have a civil war when election season hits back of year. Long $MSI $AXON and $SPWH . Who else did I miss"
X Link 2024-01-23T00:55Z [---] followers, [---] engagements

"@SmallCapKing2 They missed on revenue not beat you cant include NEC. Very weak they didnt disclose the NEC revenue because they know they miss w/o it. One month revenue like $15m. They claim [--] week operational. If it was that small they would disclose it"
X Link 2024-02-07T00:32Z [---] followers, [---] engagements

"@SmallCapKing2 In addition cash flow went backwards in quarter from NEC inventory to extent which they target to get to 1/3 in future. Current quarter stated will be weakest but nice growth on backlog. GM noted higher than expected trend mix/software"
X Link 2024-02-07T00:35Z [---] followers, [--] engagements

"@Alex__Pitti @JerryCap $SPOT - Can you name another company that went head to head with $AMZN $AAPL $GOOG and has the most market share with the others basically reducing investment and capitulating and often trying to copy I dont see any young person with anything other than $SPOT"
X Link 2024-02-07T02:02Z [---] followers, [---] engagements

"@Alex__Pitti @JerryCap Lets do a check point in [--] years the market price will settle our difference of opinion it always does. Call me long from here and seems you are short. See you in [---] days"
X Link 2024-02-07T03:26Z [---] followers, [--] engagements

"@DrHenryJonesIV @SmallCapKing2 why lack of transparency if immaterial #. Companies always give that #. Revenue only increasing from M&A with for now no change to bottom line. GM noted as peak quater for now with classic mix explanation and software better than expected. For now no rev. growth next year"
X Link 2024-02-07T12:58Z [---] followers, [--] engagements

"@DrHenryJonesIV @SmallCapKing2 I think the stock could work. Once a believer and got solid return on big bounce when charted higher than here. However over time I have felt this is amateur hour managing ER calls and guidance and transparency has been lacking. Merger attempt and $CRNT rejection also in play"
X Link 2024-02-07T23:04Z [---] followers, [--] engagements

"@SmallCapKing2 It could absolutely get there but this last quarter didnt convince me. Will update my position if I feel differently after next ER or any future ER"
X Link 2024-02-07T23:17Z [---] followers, [--] engagements

"@SmallCapKing2 We all trade. Since you arent agreeable to my offer. Lets do this I am negative on $PLCE your positive. Next ER an important one for them. Lets see how this plays out"
X Link 2024-02-08T02:37Z [---] followers, [---] engagements

"@SmallCapKing2 I don't know anything about $PETQ once was a believer in $CHWY glad I got there before it got real ugly. I am out of my league on $PETQ"
X Link 2024-02-08T04:57Z [---] followers, [---] engagements

"@SmallCapKing2 I do think as predicted it will retrace as always has in past until there are more solid data points and bullishness on larger revenue growth and GM. However as you said would just be a buying opportunity for you as you seem strong and long"
X Link 2024-02-08T15:15Z [---] followers, [--] engagements

"@BBIG_Dane @MortensenBach $BTDR - the DEER should be next to run possibly the most liquid miner in the entire space"
X Link 2024-02-09T19:25Z [---] followers, [---] engagements

"@BBIG_Dane @MortensenBach I mostly play $WGMI to keep it simple"
X Link 2024-02-09T19:54Z [---] followers, [---] engagements

"@dotkrueger Simple question given the trend and all the tailwinds and limited supply versus demand WHO IS SELLING #Bitcoin Other than prior $GBTC swap out and why"
X Link 2024-02-19T16:17Z [---] followers, [---] engagements

"$TNDM - Forecast '24 new pumpers down to flat in '24 once had 50% of MDI now only 30%/25% hope someday back to 50% no GM expansion this year AGAIN 4-5years ago they said 55% gross margin and never came close. Operating spend up again stated $MDT stronger on retention"
X Link 2024-02-21T22:28Z [---] followers, [---] engagements

"@Saminoles2000 Business as usual for $DXCM $PODD will deliver today unlike $TNDM $TNDM's problems aren't $PODD problems"
X Link 2024-02-22T06:34Z [---] followers, [---] engagements

"@punk9059 Market soaring over 8% short interest. I have been calling short on this stock way over $100 those whokept buying kept losing. The quarter was terrible and they didnt come even close to guidance last year and will miss again this year. $188m debt due 5/25 added to short"
X Link 2024-02-22T19:23Z [---] followers, [--] engagements

"@punk9059 Short $TNDM and long $PODD here. $DXCM buys $PODD one day as well"
X Link 2024-02-22T19:24Z [---] followers, [---] engagements

"@dotkrueger @saylor Long $MSTR $WGM #Bitcoin - my [--] musketeers"
X Link 2024-02-22T19:26Z [---] followers, [---] engagements

"$PODD - three things learned on ER call $MDT has strengthened retention $TNDM confirmed same. Interim CFO at $PODD not going to make it $TNDM is absolutely going lower dont let today fool you. $TNDM losing big to both"
X Link 2024-02-23T02:23Z [---] followers, [---] engagements

"@LongVollllll You wont hear interim $PODD CFO on next call shes not ready for the big leagues huge step down from Wayde. They had to act like they gave her a chance. $PODD always guides conservative $TNDM opposite. Best play in space continues for years short $TNDM"
X Link 2024-02-23T02:26Z [---] followers, [---] engagements

"@LongVollllll [--] of [--] / Q2 [----] was record Q3 close to a record. Q4 sounds like [----] down versus Q3 [----] . Been following company long long time. Dont ever recall with seasonality of insurance deductibles that trend in Q4"
X Link 2024-02-23T06:18Z [---] followers, [--] engagements

"@LongVollllll 2/2 Honestly this ER $PODD makes me most bullish on short $TNDM. $MDT is recovering hurts $TNDM most. $TNDM is again lying about guidance and just guiding to street hoping for Hail Mary back half which bombed as I predicted last year"
X Link 2024-02-23T06:20Z [---] followers, [---] engagements

"$PODD - Sold $PODD now short dont let the big beat in Q4 fool youthe song and dance about advanced ERP shipments/stocking orders. New starts down in strongest seasonal quarter and growth is lower than forecasted back in Jan. [--] and Nov. [--] dont fall for the spin otherwise"
X Link 2024-02-24T01:03Z [---] followers, [----] engagements

"@Saminoles2000 Bought puts so short it now. Never dreamed that was where I would be. That last quarter huge beat and false narrative was an attempt to heal to hide a company no longer growing as once told"
X Link 2024-02-24T01:31Z [---] followers, [--] engagements

"@freshjiva Market says $CRSP with $NTLA really no different to $BEAM you have uncovered what that market hasnt figured out here Need more"
X Link 2024-02-26T03:44Z [---] followers, [---] engagements

"$PODD - here's what I said on Friday next is $TNDM short covering will soon end and it will get blasted down. All those retail players tagging on $TNDM will be burned by the end of this week. $PODD - Sold $PODD now short dont let the big beat in Q4 fool youthe song and dance about advanced ERP shipments/stocking orders. New starts down in strongest seasonal quarter and growth is lower than forecasted back in Jan. [--] and Nov. [--] dont fall for the spin otherwise. $PODD - Sold $PODD now short dont let the big beat in Q4 fool youthe song and dance about advanced ERP shipments/stocking orders. New"
X Link 2024-02-26T15:14Z [---] followers, [---] engagements

"@dotkrueger The all-time high Bitcoin exchange rate is not $69000 - that was in [----] dollars. For a true all-time high we'd need to break $79000. Credit - @lopp"
X Link 2024-03-03T21:57Z [---] followers, [--] engagements

"@Invst_Informant Thats my ride. Just keep adding. The SP500 equivalent to miners with some $NVDA thrown in"
X Link 2024-03-06T03:23Z [---] followers, [---] engagements

"@MortensenBach This is great why complain. Great day to add miners and keep adding on red days. Split your #Bitcoin investment [--] ways evenly. $MRST $WGMI $IBIT - the three musketeers. Dont try and be a hero picking the biggest miner winner just play $WGMI"
X Link 2024-03-11T20:17Z [---] followers, [---] engagements

"@draycox $MSTR - You are correct $690M turned into $800M one week from original announcement so I do agree with you highly likely and stock action today could have some correlation to an upcoming announcement on an increased offering with increased shorting to hedge convertible note"
X Link 2024-03-18T21:22Z [---] followers, [---] engagements

"@dotkrueger $MSTR - $690M turned into $800M one week from original offering announcement. Stock action today could have some correlation to an upcoming announcement on an increased offering with increased shorting to hedge convertible notes going to print"
X Link 2024-03-18T21:24Z [---] followers, [---] engagements

"@theBTCMiningGuy Unfortunately Saturday morning was not Monday morning. We are moving quickly to post halving expectations for miner fees/rewards. Long $WGMI and several miners but acknowledging things have changed drastically in [--] hours on hash rate and fees"
X Link 2024-04-21T13:46Z [---] followers, [--] engagements

"@SmallCapKing2 I will be listening as well sir BTW - I own $WGMI - so always cringed on the fact it owns $APLD which I called out as fraud stock ages ago"
X Link 2024-04-25T03:01Z [---] followers, [--] engagements

"@SmallCapKing2 😒 Why I stopped investing in $AVNW as I have mentioned to you for several quarters. Its the same story every quarter. Forward looking guidance always tepid with quarterly results decent on bottom line but mild to minimal revenue growth and eroding GM with Passlink Yawn"
X Link 2024-05-02T04:15Z [---] followers, [---] engagements

"@SmallCapKing2 You felt so strongly at higher prices and $70 target and your largest position and you were huge advocate long term Now just leaning to buying Interesting. I once was like you biggest position years ago and would have made nothing continuing to hold and realized the story"
X Link 2024-05-02T15:17Z [---] followers, [---] engagements

"$PODD - Heres the problem. Q2 growth forecasted to be slower than Q1 growth. First half higher than second half growth year over. They refused to directly answer this questions multiple times and just said we raised guidance year over year. [--] lower than initial Q3 guide"
X Link 2024-05-10T11:54Z [---] followers, [---] engagements

"@dotkrueger Keep printing those USD piling on debt inflating and driving consumer spending is the playbook there is no turning back or other option to reconcile the situation we are way too far gone. #BITCOIN"
X Link 2024-05-27T16:52Z [---] followers, [--] engagements

"@dollar_mara #Bitcoin 50% with some 5%-10% $BITX mixed in. Other 50% split $MARA $IREN and $MSTR"
X Link 2024-06-01T17:56Z [---] followers, [---] engagements

"@purvil_g Your new to me on X impressive analysis and as you stated only includes #bitcoin based revenue. I think $IREN can move to the front of the miner pack and do what $CLSK did on valuation pop. For me $IREN $MSTR $MARA $WGMI and #bitcoin ETF"
X Link 2024-06-02T01:57Z [---] followers, [---] engagements

"$CORZ today - why you keep it simple and buy and hold $WGMI"
X Link 2024-06-04T23:44Z [---] followers, [---] engagements

"@TLOUNCCAU Correct money is chasing the smaller plays in $CORZ $WULF $IREN . HODL plays are getting left at the altar. One can just play the ETF or $MSTR"
X Link 2024-06-06T17:09Z [---] followers, [---] engagements

"@CyclesWithBach I will take $MARA over this one for liftoff and dont like what the $CLSK is executives did selling their own shares and immediately after going ATM. Cant believe their compliance team even allowed it or SEC. Should have been blacked out"
X Link 2024-06-07T04:15Z [---] followers, [---] engagements

"@CyclesWithBach In addition look how junior and experienced the $CLSK leadership team is on paper"
X Link 2024-06-07T04:17Z [---] followers, [---] engagements

"@TLOUNCCAU Agree $MARA is the play now at some point the ATM pressure along with the typical cycle we have seen as whos next soon hits. They are doing much better operationally. Only $RIOT I believe is more hated my least favorite miner"
X Link 2024-06-07T16:06Z [---] followers, [---] engagements

"@Freedom_By_40 $MARA - its time is near the ATM hurts but operational performance continued to improve in May and trend continuing to build in June so far. I like your July call I am in the June [--] calls at $20 and Sept. [--] $30 strike. $WGMI chart tells the story"
X Link 2024-06-07T16:31Z [---] followers, [---] engagements

"@TLOUNCCAU $MARA - Took position interest up 50% to 12.4% with filing one hour ago since 12/31/23 at 8.1% interest follow the money always especially the Blackrock money"
X Link 2024-06-07T18:07Z [---] followers, [---] engagements

"@Freedom_By_40 $MARA - Blackrock just took position interest up 50% to 12.4% with filing one hour ago since 12/31/23 at 8.1% interest follow the money always especially the Blackrock money"
X Link 2024-06-07T18:08Z [---] followers, [---] engagements

"@dollar_mara $MARA - Blackrock just took position interest up 50% to 12.4% with filing one hour ago since 12/31/23 at 8.1% interest follow the money always especially the Blackrock money"
X Link 2024-06-07T18:08Z [---] followers, [---] engagements

"@CK_Cryptoklepto $MARA - strong buy now time to unload profits from the smaller miners and move to $MARA now. Thats what I am doing"
X Link 2024-06-07T18:36Z [---] followers, [---] engagements

"@dollar_mara Why sell when Blackrock just filed with SEC today that it doubled position to 12.4% in last [--] months and when $MARA is improving operational performance Simply individuals selling being inpatient"
X Link 2024-06-07T22:14Z [---] followers, [---] engagements

"@dollar_mara Hang in there and you will do well @dollar_mara . We are almost there. Trust Larry and the Blackrock crew. They dont take 12% positions to lose"
X Link 2024-06-08T01:49Z [---] followers, [---] engagements

"@penny_ether @BTCStocksInvest @mikealfred Agree we will see another announcement on $CORZ in near future 1st. $CORZ even after the recent price run up from the grand slam deal I would argue is still the cheapest miner out there as the only one with that type of certain long term cash flow booked. $12 value potential"
X Link 2024-06-08T23:14Z [---] followers, [---] engagements

"@TLOUNCCAU I am not in $TSLA now only because I am certain $BTC is going higher and cant have that same certainty with $TSLA or any other stock for that matter . I suggest Uranium if you really want another play"
X Link 2024-06-09T02:26Z [---] followers, [---] engagements

"@TLOUNCCAU There was more to this $CLSK executives sold some of their own shares days prior. Then announced. Never seen any executives pull that or Board allowing. Should have been blacked out. I have never looked at $CLSK the same. CEO/CFO/founder background and experience so light"
X Link 2024-06-09T13:20Z [---] followers, [---] engagements

"@penny_ether Excellent work as always do you have any updated thoughts on hash rate going forward. Obvious last few days exploded but are now swinging back to the recent prior trend. Or are there others on X to follow on hash rate dynamics"
X Link 2024-06-09T16:30Z [---] followers, [---] engagements

"@theBTCMiningGuy $MARA"
X Link 2024-06-09T19:50Z [---] followers, [--] engagements

"@mikealfred The simplest trade here today on $WGMI holding for those looking to be more conservative is just buy Bitcoin"
X Link 2024-06-11T17:22Z [---] followers, [---] engagements

"@BTCStocksInvest There is never any shame in taking profits but trying to call a top and moving down the food chain is like trying to hit a grand slam in baseball. Can be done but not easy. Staying long $IREN for me along with $CORZ as two largest miner positions"
X Link 2024-06-11T17:27Z [---] followers, [----] engagements

"@TLOUNCCAU You crushed it today well done Lets see $MARA storm back tomorrow combined with Bitcoin working back to $70k. Lets ride"
X Link 2024-06-11T20:12Z [---] followers, [--] engagements

"@gemkell @theBTCMiningGuy @mikealfred @penny_ether @_Adam_Sullivan1 @roey2025 $CORZ - there is nothing complicated about their convertible and warrant/dilution situation. You have those holders arbitraging and locking gains and you likely have some taking gains and chasing other miners and of course market maker games on any rocket ship like $CORZ"
X Link 2024-06-19T22:29Z [---] followers, [---] engagements

"@gemkell @theBTCMiningGuy @mikealfred @penny_ether @_Adam_Sullivan1 @roey2025 $CORZ - best miner to own with only certain cash flow to date. Use the dips to buy especially with convertible soon expiring"
X Link 2024-06-19T22:30Z [---] followers, [---] engagements

"@dotkrueger $CORZ - covers them both. Did first AI data center deal and most efficient Bitcoin miner. Only miner with locked cash flow tied to AI with recently signed CW deal and open option to increase MW which I expect to be exercised. The one miner all should look at as a result"
X Link 2024-06-20T11:39Z [---] followers, [---] engagements

"@penny_ether @Charge_Stack 100% aligned with this thought process. $CORZ my biggest position with $MSTR. Lets ride all aboard"
X Link 2024-06-20T13:10Z [---] followers, [---] engagements

"The most secure #bitcoin $BTC miner trader with guaranteed cash flow is just one - $CORZ Exit the rest"
X Link 2024-06-21T15:26Z [---] followers, [---] engagements

"@penny_ether @PeterPan_OG Debt will be off table soon path to all [---] MW potentially spoken for soon as first deal will set off many more now initial pricing terms set as floor on 1st 200MW. More BTC drops more those who still believe in miner space move to safest miner $CORZ. So it wins either way"
X Link 2024-06-21T21:38Z [---] followers, [---] engagements

"@penny_ether @PeterPan_OG I am I mix 33% Bitcoin ETF 33% $MSTR and 33% CORZ for Bitcoin related holdings. I sold 100% IREN at 150% gain about $13.90. Given todays trading dynamics thinking moving even more non Bitcoin money to $CORZ and backing up the truck hard. What am I missing on the bear side"
X Link 2024-06-21T21:42Z [---] followers, [---] engagements

"@InsiderBuySS Actually Farmland which have some public and private REIT like plays"
X Link 2024-06-22T02:23Z [---] followers, [--] engagements

"@penny_ether @PeterPan_OG 100% Correct in my opinion and experience - hedging is over on convertible and your right no net impact on the convertible as a result. Your correct on $CORZZ more bang for your buck using that assumption and the 16.5% discount and get the better leverage with $CORZZ"
X Link 2024-06-22T19:42Z [---] followers, [--] engagements

"@penny_ether @PeterPan_OG If we break $8.71 on VWAP I except the IV spread to grow a little more $CORZ and $CORZ.id there a place to find daily VWAP outside of Bloom. The fact CW raised in May and passed on IPO is very bullish on how they feel about their future valuation"
X Link 2024-06-24T21:46Z [---] followers, [---] engagements

"@TYonClubhouse @WOLF_WebThree $HUT - They took on greater variable rate risk with $COIN and have to move more bitcoin to COIN to remove their guarantee so Coatue could guarantee their convertible. Not much any risk for Coatue as they take the Company on BK"
X Link 2024-06-25T00:46Z [---] followers, [---] engagements

"@dotkrueger Trump previously knew nothing about Bitcoin/ CBDC none of the candidates did but Vivek. But kudos to Trump for hearing Vivek out and seeing the benefits and trusting Vivek. Vivek will go down in history as the OG political leader to Bitcoin in the world. Let the U.S. lead"
X Link 2024-06-26T03:49Z [---] followers, [---] engagements

"@penny_ether $MARA-Ignore our results to see how under valued we are $IREN-wait until you see our new contracts remember when AWS started out $CORZ - BK to AI faster than you can spell NVDAs CEOs full name. $WULF-hybrid sounds cool $RIOT-pretty please $BTBT $CLSK-diversification Nahhhhh"
X Link 2024-07-03T03:20Z [---] followers, [----] engagements

"@penny_ether $WGMI - Who let $RIOT in"
X Link 2024-07-03T03:44Z [---] followers, [---] engagements

"@smatthewschultz $CLSK - management sold yesterday now we can ATM today"
X Link 2024-07-03T03:49Z [---] followers, [---] engagements

"@penny_ether $CLSK - management sold yesterday now we can ATM today"
X Link 2024-07-03T03:50Z [---] followers, [---] engagements

"@penny_ether $IBIT - we are Blackrock just give this @mikealfred guy all the Acqua Panna he wants to work us into his miner spaces on X"
X Link 2024-07-03T04:08Z [---] followers, [---] engagements

"@Charge_Stack I hope it does I am long Bitcoin $MSTR but on miners presently very very deep $CORZ only. I am just skeptical this is just going to be similar to more recent trading days that miners hold strong against Bitcoin down and that miner stocks have risen too high here of late"
X Link 2024-07-05T12:15Z [---] followers, [---] engagements

"@Charge_Stack If WGMI or any miners trade green up today I will be the first to apologize to those who called it. I am stunned and presently very happily surprised at the resiliency but not adding here to any miners"
X Link 2024-07-05T14:02Z [---] followers, [---] engagements

"@Charge_Stack $CORZ -Unless economics are worse I dont want CW exercise for remaining MW. Too much concentration of risk/leverage CW/bad for lending pricing way down road. Dilution priced/hedged debt free in time. I think they have go shop in contract hence non-exclusive wording Friday PR"
X Link 2024-07-07T13:48Z [---] followers, [---] engagements

"$CORZ - if there was any doubt about VWAP hitting close Thursday for tranche [--] warrants to vest $CORZ dialed up $SQ PR to be released in AM to combat and Bernstein with the $17 PT for the assist. Still about 1.5% IV $CORZ to $CORZZ with [--] days left"
X Link 2024-07-10T13:36Z [---] followers, [---] engagements

"@penny_ether To be clear on $IREN u dont PR you hired JPM when close to strategic deals. You do it when your not questions about your abilities/timeline/cost piling up and your stock moving negatively of late. Market so far isnt buying it and we are way past a small time short report"
X Link 2024-07-18T13:08Z [---] followers, [---] engagements

"@athewmay @mikealfred $MSTR - 182% lets fill it in"
X Link 2024-07-19T22:49Z [---] followers, [---] engagements

"@ThrobbingBratw1 @web3_eth @danroberts0101 Amen to that I second it and I know we are not alone. I am bundling with $MSTR this isnt a miner only play for me to hopefully end a life of Corporate misery"
X Link 2024-07-20T03:29Z [---] followers, [---] engagements

"@dotkrueger $MSTR will get SP500 add and short covering and be the biggest winner"
X Link 2024-07-20T15:19Z [---] followers, [---] engagements

"@BecauseYrBored @ryQuant @AdamSimecka @Adrian_R_Morris @SemlerEric @TheMatrixDr Saylor openly acknowledged $MSTR was in a dead end or flatline until adopted Bitcoin. Has worked out well for them but of course they were first inning. No position in $SMLR but will be taking a look as been on back burner for sometime"
X Link 2024-07-23T14:24Z [---] followers, [---] engagements

"@dotkrueger Agreed got to ignore the daily volatility before we rip but with Trump stepping up to the plate Saturday the death of Joe Biden and the Democratic Party and all the U.S. political and financial tailwinds very surprised we are trading down moving into this weekend. Thoughts"
X Link 2024-07-25T01:24Z [---] followers, [--] engagements

"@mikealfred @leadlagreport Lets call out the truth on CNBC many cut checks to go on there here and there to promote their book and services. I know this for a fact from some who have been on. Sadly some retail buy off these paid interviews"
X Link 2024-07-26T04:56Z [---] followers, [--] engagements

"Dont bottom feed on $DXCM. This quarter was a game changer and the drop is justified. $ABT and $MDT have stolen market share and volumes overall declining in industry. It is that simple"
X Link 2024-07-26T12:10Z [---] followers, [---] engagements

"$TNDM - Will pre release post close today. They just arent run as well as $PODD and just a big step down on executive team. Place your bets today as result. I will provide more info later today once I get my bets in"
X Link 2024-07-26T12:50Z [---] followers, [---] engagements

"$DXCM - Here's the thing $DXCM says DME issues that is $TNDM as $PODD isn't really a DME player now concentrated to pharmacy. $TNDM has no pharmacy plan. This means $TNDM is loosing sharing to $MDT (also $ABT) as $MDT has it's own CGM. I think this very bad news for $TNDM"
X Link 2024-07-26T14:21Z [---] followers, [---] engagements

"$DXCM - Despite the huge beat by $PODD the $DXCM result is still foreshadowing and supporting $PODD's lower revenue growth and risk in T2 which $PODD needs longer term to grow and support valuation. I expect $PODD not to hold here"
X Link 2024-07-26T14:23Z [---] followers, [---] engagements

"@LongVollllll Expecting much deeper down as I posted $TNDM is in direct line of fire being the DME player to $DXCM. $PODD is of course basically mostly pharmacy now and $PODD already proved they weren't the slip. $TNDM has a reckless management team and pulled a big flip Q2 [--] forecast"
X Link 2024-07-26T14:33Z [---] followers, [---] engagements

"@LongVollllll $TNDM is in crosshairs the most they likely did OK Q2 with mobi stocking still and they could like about their forecast as they often do and wait to for Q3 to be the disaster but they are in big trouble. They are 100% DME and $MDT taking share and T2 is becoming"
X Link 2024-07-26T14:40Z [---] followers, [---] engagements

"@LongVollllll $PODD is also in trouble it is a short here we have seen some huge beats get crushed in time. There LT growth is stalling and they need T2 and $DXCM is signaling T2 risk. The big boys will be going there eventually to crush as well"
X Link 2024-07-26T14:41Z [---] followers, [---] engagements

"$DXCM - did any analyst call the 40% decline or put a sell on it prior NOPE And they havent done it for $TNDM $PODD yet a rerate will come down the road for those stocks especially for $TNDM. Dont kid yourself that only $DXCM will surprise downside. They are 1st not last"
X Link 2024-07-27T02:46Z [---] followers, [---] engagements

"@LongVollllll 1/4 - Thank U for kind words. So $TNDM in Q2 [----] ER release significantly slashed their forecast after just affirming it prior Q. I think they still do ok Q2 probably similar number Q1 from Mobi stalking benefit. Focus is if they dont adjust back half guidance on beat up"
X Link 2024-07-27T03:15Z [---] followers, [--] engagements

"@LongVollllll 2/4 - typically around this time they bring up some European stocking issue they get blindsided with Europe August holiday but it is really their inability and inexperience managing channel there. They still cant hit GM targets set [--] to [--] years ago and no profitably path"
X Link 2024-07-27T03:18Z [---] followers, [--] engagements

"@LongVollllll 3/4 zero pharmacy plan as their product isnt disposable like $PODD. SIGI is many years out and will be a beast to manuf. Took $PODD well over [--] years to figure out. $MDT after struggling for years back building share with 780G. Surprised no release from $TNDM today"
X Link 2024-07-27T03:25Z [---] followers, [---] engagements

"@LongVollllll Q2 might be ok but I see $TNDM imploding in next [--] months and likely comes to light [----] around this time or May [----] release. No path to profitability no pharmacy $MDT/$PODD taking share T2 overhang to growth for all. Weak Leadership team CEO/CFO a couple live together"
X Link 2024-07-27T03:40Z [---] followers, [---] engagements

"Q2 might be ok but I see $TNDM imploding in next [--] months and likely comes to light [----] around this time or May [----] release. No path to profitability no pharmacy $MDT/$PODD taking share T2 overhang to growth for all. Weak Leadership team CEO/CFO a couple live together"
X Link 2024-07-27T03:40Z [---] followers, [---] engagements

"$DXCM - partially blamed DME out of nowhere $PODD-pharmacy. $TNDM is the only large direct pump DME they sell to. Stated suppliers good on inventory stocking. Also hired new COO late June odd timing I think they need Q2 revenue $210m lower will hurt them. $210 my actual est"
X Link 2024-07-27T04:08Z [---] followers, [---] engagements

"$CORZ - took only [--] business days to exercise all my $CORZZ warrants for a penny each to $CORZ versus the 7-10 days E*Trade referenced. Seems the only negative to $CORZZ is it goes illiquid during the conversion period as it often trades for more than [--] cent difference"
X Link 2024-07-29T04:19Z [---] followers, [---] engagements

"$TNDM - assumed $TNDM would have piggy backed off $PODD pre release to double down if they had a strong Q2 revenue and solid guide up like $PODD to further reduce the $DXCM ER overhang but they didnt Thursday will be more interesting on the $TNDM front now"
X Link 2024-07-29T12:42Z [---] followers, [---] engagements

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