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# ![@AviatoResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2012676067392184322.png) @AviatoResearch Aviato

Aviato posts on X about ai, $snap, snap, app the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2012676067392184322/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012676067392184322/c:line/m:interactions.svg)

- [--] Week [------] +67%

### Mentions: [--] [#](/creator/twitter::2012676067392184322/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012676067392184322/c:line/m:posts_active.svg)


### Followers: [---------] [#](/creator/twitter::2012676067392184322/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012676067392184322/c:line/m:followers.svg)

- [--] Week [--] +18%

### CreatorRank: undefined [#](/creator/twitter::2012676067392184322/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012676067392184322/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [social networks](/list/social-networks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[ai](/topic/ai), [$snap](/topic/$snap), [snap](/topic/snap), [app](/topic/app), [$lth](/topic/$lth), [market](/topic/market), [snapchat](/topic/snapchat), [$birk](/topic/$birk), [growth](/topic/growth), [target](/topic/target)

**Top assets mentioned**
[Snap, Inc. (SNAP)](/topic/$snap) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Schrodinger, Inc. (SDGR)](/topic/$sdgr) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Bitcoin (BTC)](/topic/$btc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2/6 The Consumer Edge Birkenstock buyers are affluent & health-focused they treat the shoe as a daily essential for back pain relief & all-day comfort not a luxury trend. 80%+ repeat rates low churn and willingness to pay $100$200 even when wallets tighten. More resilient than Crocs (fashion) or UGG (seasonal). https://twitter.com/i/web/status/2015599338768957770 https://twitter.com/i/web/status/2015599338768957770"  
[X Link](https://x.com/AviatoResearch/status/2015599338768957770)  2026-01-26T01:35Z [--] followers, [--] engagements


"3/6 Growth at Value Multiples Revenue growth: 1315% expected [----] (DTC ramp Asia/U.S. expansion new categories) Gross margins 60% EBITDA expanding on scale Forward P/E 18x on 15%+ growth P/S 3.0x cheap vs luxury peers (LVMH 28x slower growth NKE 30x cyclical)"  
[X Link](https://x.com/AviatoResearch/status/2015599340186706124)  2026-01-26T01:35Z [--] followers, [--] engagements


"4/6 Catalysts Ahead [--]. DTC to 50%+ of sales by [----] margins to 65%+ [--]. [----] new stores in [----] (Asia/U.S.) 15%+ revenue CAGR [--]. Product extensions (closed shoes apparel vegan) new buyers [--]. Sustainability tailwinds Gen Z/millennial demand accelerating"  
[X Link](https://x.com/AviatoResearch/status/2015599341612789871)  2026-01-26T01:35Z [--] followers, [--] engagements


"1/6 $SDGR at $16.72 after a 5% dip Friday (expiry + downgrade echo not new news). This AI + physics drug discovery platform is undervalued and positioned to explode in the next [--] months. Why Im buying the weakness thread #SDGR #AI #Biotech"  
[X Link](https://x.com/AviatoResearch/status/2012693138914029664)  2026-01-18T01:06Z [--] followers, [--] engagements


"$LTH Life Time - breakout above the 200DMA and is about to print a golden cross on the [--] & [---] day moving avgs. Recently closed above the previous near term highs of $28.45 which had previously been acting as resistance"  
[X Link](https://x.com/AviatoResearch/status/2015569971514847466)  2026-01-25T23:38Z [--] followers, 53.3K engagements


"1/6 $BIRK $39.55 today the 250-year-old comfort sandal king is quietly delivering strong growth while trading like a value name. Premium footwear with a resilient consumer base thesis thread #ConsumerDiscretionary #BIRK #Footwear"  
[X Link](https://x.com/anyuser/status/2015599337158369414)  2026-01-26T01:35Z [--] followers, [---] engagements


"5/6 Moat & Competitive Edge Patented cork footbed + 250-year heritage = high loyalty & barriers DTC control + pricing power = defensibility Consumer treats BIRK as health essential more recession-proof than most premium peers"  
[X Link](https://x.com/anyuser/status/2015599343789625492)  2026-01-26T01:35Z [--] followers, [--] engagements


"6/6 Bottom line $BIRK is rare: good growth (1315%) at value-like multiples with a defensive premium consumer that holds up when others crack. Target $62 (57% upside).Todays price = opportunity"  
[X Link](https://x.com/anyuser/status/2015599345135980832)  2026-01-26T01:35Z [--] followers, [--] engagements


"$SNAP is priced like a weak ad company (3x sales) but it quietly owns one of the best public datasets for training next-gen AI: - 450M daily users (mostly Gen Z) - [----] app opens/day - Constant real photos/videos of faces friends real life TOS lets them train AI on everything forever If the market starts valuing fresh consented young-person visual/social data SNAP could rerate hard.Risky but one of the cleanest public proxies for the 'data-for-AI' theme." https://twitter.com/i/web/status/2016606306304741584 https://twitter.com/i/web/status/2016606306304741584"  
[X Link](https://x.com/anyuser/status/2016606306304741584)  2026-01-28T20:16Z [--] followers, 10.5K engagements


"@Guy54345 Gold and silver now down 10% & 20%+ from their highs. Trump is bringing in Kevin Warsh whos historically hawkish. And the hot PPI numbers this morning lay the groundwork for him to even come in and Hike. [----] has priced in .50-.75bps in Cuts"  
[X Link](https://x.com/AviatoResearch/status/2017239456042930576)  2026-01-30T14:12Z [--] followers, [--] engagements


"Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take photos & videos of themselves friends real places super natural unposed stuff. - The app just quietly changed its rules so Snap can use basically everything users post (photos videos voice text) forever to train their AI even if you delete your account later. Almost no one opts out. - That kind of fresh personal"  
[X Link](https://x.com/anyuser/status/2017713138334900515)  2026-01-31T21:34Z [--] followers, 68K engagements


"My full article on $SNAP here: https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn"  
[X Link](https://x.com/anyuser/status/2017713453750776042)  2026-01-31T21:35Z [--] followers, [---] engagements


"$LTH Life Time Fitness 50DMA moves above the [---] --golden cross formed as I was pointing out last week. Keep this one on the watch list. Earnings 2/24"  
[X Link](https://x.com/anyuser/status/2018364453851455930)  2026-02-02T16:42Z [--] followers, [---] engagements


"Schrodinger ( $SDGR ) looks cheap right now if Wall Street starts caring more about AI speeding up drug discovery. Why - It's a tool that mixes AI with real physics (like quantum math) to predict how new drugs or materials will work cuts years and billions off testing by spotting winners early without endless lab trials. - They sell this software to big pharma (like Lilly) for steady cash and have their own drug candidates advancing (like oncology programs in early stages). Why it's a good buy now at $14: - Trades cheap (5x sales) for its growth potential with analysts seeing 50%+ upside to"  
[X Link](https://x.com/anyuser/status/2018523688199462994)  2026-02-03T03:15Z [--] followers, 60.3K engagements


"Blood in the streets today. Here are the facts about Snapchat's recent report: - 1st profitable qtr in [--] months - $500M buyback to offset RSU dilution - Active users +5% to 474M - $2.9B in cash = $1.70/shr CEO commentary on prioritizing profitability for future guidance. Remaining LONG Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take Snapchat ($SNAP) looks cheap right now"  
[X Link](https://x.com/anyuser/status/2019491403458339182)  2026-02-05T19:20Z [--] followers, [--] engagements


"Why $LTH (Life Time Holdings) is a resilient buy in uncertain timespremium "athletic resorts" blending gym spa coworking & family vibes. Trading $29.80 (as of Feb '26) forward P/E 17.5x P/S 2xcheap vs. peers like $PLNT (26-31x). Consensus target $40 (35% upside) my high-conviction: $45+ on expansion beats & margin ramps. Key thesis: $LTH operates as a premium "third space"luxury athletic resorts that serve as essential community hubs for affluent members blending top-tier fitness spa coworking recovery family activities and social connection. This positions it far beyond a traditional gym:"  
[X Link](https://x.com/anyuser/status/2020606187008315827)  2026-02-08T21:10Z [--] followers, 40.3K engagements


"@Investor_NICK_ @atlas_invst History shows quite the opposite actually. [--] [--] [--] Where premium fitness clubs thrive in this environmentGetting fired means severance & much more free time on your hands to prioritize fitness. By the time they get a job again you have a sticky membership"  
[X Link](https://x.com/AviatoResearch/status/2021118661646303374)  2026-02-10T07:06Z [--] followers, [--] engagements


"@persempres2932 @leveragedbets Actually $JEPI is a phenomenal product with a 0.35% expense ratio with out any of these hidden fees you speak of & a 7-9% yield with exposure to S&P"  
[X Link](https://x.com/AviatoResearch/status/2021504744657912102)  2026-02-11T08:41Z [--] followers, [--] engagements


"Yeah spot onit's overwhelmingly structural not cyclical. The wellness + premium "third space" trend (fitness + recovery + social + family + coworking under one roof) has been building for 10+ years and accelerated post-COVID as people reprioritized health routine and in-person community over pure discretionary spending. https://twitter.com/i/web/status/2022120655601201604 https://twitter.com/i/web/status/2022120655601201604"  
[X Link](https://x.com/AviatoResearch/status/2022120655601201604)  2026-02-13T01:28Z [--] followers, [--] engagements


"Now that the metals market has topped where will the funds rotate into $BTC Energy - oil / nat gas Emerging Markets Bonds / Fixed Income $BTC Energy - oil / nat gas Emerging Markets Bonds / Fixed Income"  
[X Link](https://x.com/anyuser/status/2017093516560609521)  2026-01-30T04:32Z [--] followers, 16.6K engagements


"Why $LTH (Life Time Holdings) is a resilient buy in uncertain timespremium "athletic resorts" blending gym spa coworking & family vibes. Trading $29.80 (as of Feb '26) forward P/E 17.5x P/S 2xcheap vs. peers like $PLNT (26-31x). Consensus target $40 (35% upside) my high-conviction: $45+ on expansion beats & margin ramps. Key thesis: $LTH operates as a premium "third space"luxury athletic resorts that serve as essential community hubs for affluent members blending top-tier fitness spa coworking recovery family activities and social connection. This positions it far beyond a traditional gym:"  
[X Link](https://x.com/anyuser/status/2020606187008315827)  2026-02-08T21:10Z [--] followers, 40.3K engagements


"Obsession Motivation is easy Passion is easy Obsession is automatic To become ultra successful you have to love what you do You have to have the ability to see not the way the world is. But the way you want to make it"  
[X Link](https://x.com/anyuser/status/2020043049506644042)  2026-02-07T07:52Z [--] followers, [--] engagements


"Blood in the streets today. Here are the facts about Snapchat's recent report: - 1st profitable qtr in [--] months - $500M buyback to offset RSU dilution - Active users +5% to 474M - $2.9B in cash = $1.70/shr CEO commentary on prioritizing profitability for future guidance. Remaining LONG Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take Snapchat ($SNAP) looks cheap right now"  
[X Link](https://x.com/anyuser/status/2019491403458339182)  2026-02-05T19:20Z [--] followers, [--] engagements


"Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take photos & videos of themselves friends real places super natural unposed stuff. - The app just quietly changed its rules so Snap can use basically everything users post (photos videos voice text) forever to train their AI even if you delete your account later. Almost no one opts out. - That kind of fresh personal"  
[X Link](https://x.com/anyuser/status/2017713138334900515)  2026-01-31T21:34Z [--] followers, 68K engagements


"Schrodinger ( $SDGR ) looks cheap right now if Wall Street starts caring more about AI speeding up drug discovery. Why - It's a tool that mixes AI with real physics (like quantum math) to predict how new drugs or materials will work cuts years and billions off testing by spotting winners early without endless lab trials. - They sell this software to big pharma (like Lilly) for steady cash and have their own drug candidates advancing (like oncology programs in early stages). Why it's a good buy now at $14: - Trades cheap (5x sales) for its growth potential with analysts seeing 50%+ upside to"  
[X Link](https://x.com/anyuser/status/2018523688199462994)  2026-02-03T03:15Z [--] followers, 60.3K engagements


"$LTH Life Time Fitness 50DMA moves above the [---] --golden cross formed as I was pointing out last week. Keep this one on the watch list. Earnings 2/24"  
[X Link](https://x.com/anyuser/status/2018364453851455930)  2026-02-02T16:42Z [--] followers, [---] engagements


"You can almost smell how bad the futures market is going to open Sunday night"  
[X Link](https://x.com/anyuser/status/2017764948407914987)  2026-02-01T01:00Z [--] followers, [---] engagements


"My full article on $SNAP here: https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn"  
[X Link](https://x.com/anyuser/status/2017713453750776042)  2026-01-31T21:35Z [--] followers, [---] engagements


"$SNAP at $7 - The Hidden AI Data Goldmine Wall Street Is Sleeping On Executive Summary: Snap Inc. ($SNAP) is the camera-first social media platform behind Snapchat serving 450M+ daily users with AR lenses Stories and messaging. With a market cap around $11.88B and http://x.com/i/article/2017706586748473344 http://x.com/i/article/2017706586748473344"  
[X Link](https://x.com/anyuser/status/2017711195164446976)  2026-01-31T21:26Z [--] followers, 33.4K engagements


"Incoming Fed Chair Kevin Warsh: [--]. Youngest Fed Governor in history during [----] Financial Crisis [--]. Said the Fed waited too long to raise interest rates in [----] [--]. Said the Fed lost credibility by overstimulating post-COVID [--]. Said QE inflates asset bubbles and worsened inequality [--]. Claims to support a rules-based Fed not discretionary policymaking [--]. Wants a smaller Fed balance sheet and more focus on price stability A new era of monetary policy is ahead of us. https://twitter.com/i/web/status/2017241892136571226 https://twitter.com/i/web/status/2017241892136571226"  
[X Link](https://x.com/anyuser/status/2017241892136571226)  2026-01-30T14:22Z 1.4M followers, 593.5K engagements


"*TRUMP ADMINISTRATION SAID TO BE PREPARING WARSH FED NOMINATION crashing his own crypto fortune is a bold choice cotton"  
[X Link](https://x.com/anyuser/status/2017060951485292921)  2026-01-30T02:23Z 2.5M followers, 1.4M engagements


"$SNAP is priced like a weak ad company (3x sales) but it quietly owns one of the best public datasets for training next-gen AI: - 450M daily users (mostly Gen Z) - [----] app opens/day - Constant real photos/videos of faces friends real life TOS lets them train AI on everything forever If the market starts valuing fresh consented young-person visual/social data SNAP could rerate hard.Risky but one of the cleanest public proxies for the 'data-for-AI' theme." https://twitter.com/i/web/status/2016606306304741584 https://twitter.com/i/web/status/2016606306304741584"  
[X Link](https://x.com/anyuser/status/2016606306304741584)  2026-01-28T20:16Z [--] followers, 10.5K engagements


"Not a meme coin - just silver"  
[X Link](https://x.com/anyuser/status/2015622646436635065)  2026-01-26T03:07Z [--] followers, [---] engagements


"1/6 $BIRK $39.55 today the 250-year-old comfort sandal king is quietly delivering strong growth while trading like a value name. Premium footwear with a resilient consumer base thesis thread #ConsumerDiscretionary #BIRK #Footwear"  
[X Link](https://x.com/anyuser/status/2015599337158369414)  2026-01-26T01:35Z [--] followers, [---] engagements


"5/6 Moat & Competitive Edge Patented cork footbed + 250-year heritage = high loyalty & barriers DTC control + pricing power = defensibility Consumer treats BIRK as health essential more recession-proof than most premium peers"  
[X Link](https://x.com/anyuser/status/2015599343789625492)  2026-01-26T01:35Z [--] followers, [--] engagements


"6/6 Bottom line $BIRK is rare: good growth (1315%) at value-like multiples with a defensive premium consumer that holds up when others crack. Target $62 (57% upside).Todays price = opportunity"  
[X Link](https://x.com/anyuser/status/2015599345135980832)  2026-01-26T01:35Z [--] followers, [--] engagements

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

@AviatoResearch Avatar @AviatoResearch Aviato

Aviato posts on X about ai, $snap, snap, app the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [------] +67%

Mentions: [--] #

Mentions Line Chart

Followers: [---------] #

Followers Line Chart

  • [--] Week [--] +18%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance social networks technology brands cryptocurrencies

Social topic influence ai, $snap, snap, app, $lth, market, snapchat, $birk, growth, target

Top assets mentioned Snap, Inc. (SNAP) Life Time Group Holdings, Inc. (LTH) Birkenstock Holding plc (BIRK) Schrodinger, Inc. (SDGR) Planet Fitness, Inc. (PLNT) Bitcoin (BTC)

Top Social Posts

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

"2/6 The Consumer Edge Birkenstock buyers are affluent & health-focused they treat the shoe as a daily essential for back pain relief & all-day comfort not a luxury trend. 80%+ repeat rates low churn and willingness to pay $100$200 even when wallets tighten. More resilient than Crocs (fashion) or UGG (seasonal). https://twitter.com/i/web/status/2015599338768957770 https://twitter.com/i/web/status/2015599338768957770"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

"3/6 Growth at Value Multiples Revenue growth: 1315% expected [----] (DTC ramp Asia/U.S. expansion new categories) Gross margins 60% EBITDA expanding on scale Forward P/E 18x on 15%+ growth P/S 3.0x cheap vs luxury peers (LVMH 28x slower growth NKE 30x cyclical)"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

"4/6 Catalysts Ahead [--]. DTC to 50%+ of sales by [----] margins to 65%+ [--]. [----] new stores in [----] (Asia/U.S.) 15%+ revenue CAGR [--]. Product extensions (closed shoes apparel vegan) new buyers [--]. Sustainability tailwinds Gen Z/millennial demand accelerating"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

"1/6 $SDGR at $16.72 after a 5% dip Friday (expiry + downgrade echo not new news). This AI + physics drug discovery platform is undervalued and positioned to explode in the next [--] months. Why Im buying the weakness thread #SDGR #AI #Biotech"
X Link 2026-01-18T01:06Z [--] followers, [--] engagements

"$LTH Life Time - breakout above the 200DMA and is about to print a golden cross on the [--] & [---] day moving avgs. Recently closed above the previous near term highs of $28.45 which had previously been acting as resistance"
X Link 2026-01-25T23:38Z [--] followers, 53.3K engagements

"1/6 $BIRK $39.55 today the 250-year-old comfort sandal king is quietly delivering strong growth while trading like a value name. Premium footwear with a resilient consumer base thesis thread #ConsumerDiscretionary #BIRK #Footwear"
X Link 2026-01-26T01:35Z [--] followers, [---] engagements

"5/6 Moat & Competitive Edge Patented cork footbed + 250-year heritage = high loyalty & barriers DTC control + pricing power = defensibility Consumer treats BIRK as health essential more recession-proof than most premium peers"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

"6/6 Bottom line $BIRK is rare: good growth (1315%) at value-like multiples with a defensive premium consumer that holds up when others crack. Target $62 (57% upside).Todays price = opportunity"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

"$SNAP is priced like a weak ad company (3x sales) but it quietly owns one of the best public datasets for training next-gen AI: - 450M daily users (mostly Gen Z) - [----] app opens/day - Constant real photos/videos of faces friends real life TOS lets them train AI on everything forever If the market starts valuing fresh consented young-person visual/social data SNAP could rerate hard.Risky but one of the cleanest public proxies for the 'data-for-AI' theme." https://twitter.com/i/web/status/2016606306304741584 https://twitter.com/i/web/status/2016606306304741584"
X Link 2026-01-28T20:16Z [--] followers, 10.5K engagements

"@Guy54345 Gold and silver now down 10% & 20%+ from their highs. Trump is bringing in Kevin Warsh whos historically hawkish. And the hot PPI numbers this morning lay the groundwork for him to even come in and Hike. [----] has priced in .50-.75bps in Cuts"
X Link 2026-01-30T14:12Z [--] followers, [--] engagements

"Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take photos & videos of themselves friends real places super natural unposed stuff. - The app just quietly changed its rules so Snap can use basically everything users post (photos videos voice text) forever to train their AI even if you delete your account later. Almost no one opts out. - That kind of fresh personal"
X Link 2026-01-31T21:34Z [--] followers, 68K engagements

"My full article on $SNAP here: https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn"
X Link 2026-01-31T21:35Z [--] followers, [---] engagements

"$LTH Life Time Fitness 50DMA moves above the [---] --golden cross formed as I was pointing out last week. Keep this one on the watch list. Earnings 2/24"
X Link 2026-02-02T16:42Z [--] followers, [---] engagements

"Schrodinger ( $SDGR ) looks cheap right now if Wall Street starts caring more about AI speeding up drug discovery. Why - It's a tool that mixes AI with real physics (like quantum math) to predict how new drugs or materials will work cuts years and billions off testing by spotting winners early without endless lab trials. - They sell this software to big pharma (like Lilly) for steady cash and have their own drug candidates advancing (like oncology programs in early stages). Why it's a good buy now at $14: - Trades cheap (5x sales) for its growth potential with analysts seeing 50%+ upside to"
X Link 2026-02-03T03:15Z [--] followers, 60.3K engagements

"Blood in the streets today. Here are the facts about Snapchat's recent report: - 1st profitable qtr in [--] months - $500M buyback to offset RSU dilution - Active users +5% to 474M - $2.9B in cash = $1.70/shr CEO commentary on prioritizing profitability for future guidance. Remaining LONG Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take Snapchat ($SNAP) looks cheap right now"
X Link 2026-02-05T19:20Z [--] followers, [--] engagements

"Why $LTH (Life Time Holdings) is a resilient buy in uncertain timespremium "athletic resorts" blending gym spa coworking & family vibes. Trading $29.80 (as of Feb '26) forward P/E 17.5x P/S 2xcheap vs. peers like $PLNT (26-31x). Consensus target $40 (35% upside) my high-conviction: $45+ on expansion beats & margin ramps. Key thesis: $LTH operates as a premium "third space"luxury athletic resorts that serve as essential community hubs for affluent members blending top-tier fitness spa coworking recovery family activities and social connection. This positions it far beyond a traditional gym:"
X Link 2026-02-08T21:10Z [--] followers, 40.3K engagements

"@Investor_NICK_ @atlas_invst History shows quite the opposite actually. [--] [--] [--] Where premium fitness clubs thrive in this environmentGetting fired means severance & much more free time on your hands to prioritize fitness. By the time they get a job again you have a sticky membership"
X Link 2026-02-10T07:06Z [--] followers, [--] engagements

"@persempres2932 @leveragedbets Actually $JEPI is a phenomenal product with a 0.35% expense ratio with out any of these hidden fees you speak of & a 7-9% yield with exposure to S&P"
X Link 2026-02-11T08:41Z [--] followers, [--] engagements

"Yeah spot onit's overwhelmingly structural not cyclical. The wellness + premium "third space" trend (fitness + recovery + social + family + coworking under one roof) has been building for 10+ years and accelerated post-COVID as people reprioritized health routine and in-person community over pure discretionary spending. https://twitter.com/i/web/status/2022120655601201604 https://twitter.com/i/web/status/2022120655601201604"
X Link 2026-02-13T01:28Z [--] followers, [--] engagements

"Now that the metals market has topped where will the funds rotate into $BTC Energy - oil / nat gas Emerging Markets Bonds / Fixed Income $BTC Energy - oil / nat gas Emerging Markets Bonds / Fixed Income"
X Link 2026-01-30T04:32Z [--] followers, 16.6K engagements

"Why $LTH (Life Time Holdings) is a resilient buy in uncertain timespremium "athletic resorts" blending gym spa coworking & family vibes. Trading $29.80 (as of Feb '26) forward P/E 17.5x P/S 2xcheap vs. peers like $PLNT (26-31x). Consensus target $40 (35% upside) my high-conviction: $45+ on expansion beats & margin ramps. Key thesis: $LTH operates as a premium "third space"luxury athletic resorts that serve as essential community hubs for affluent members blending top-tier fitness spa coworking recovery family activities and social connection. This positions it far beyond a traditional gym:"
X Link 2026-02-08T21:10Z [--] followers, 40.3K engagements

"Obsession Motivation is easy Passion is easy Obsession is automatic To become ultra successful you have to love what you do You have to have the ability to see not the way the world is. But the way you want to make it"
X Link 2026-02-07T07:52Z [--] followers, [--] engagements

"Blood in the streets today. Here are the facts about Snapchat's recent report: - 1st profitable qtr in [--] months - $500M buyback to offset RSU dilution - Active users +5% to 474M - $2.9B in cash = $1.70/shr CEO commentary on prioritizing profitability for future guidance. Remaining LONG Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take Snapchat ($SNAP) looks cheap right now"
X Link 2026-02-05T19:20Z [--] followers, [--] engagements

"Snapchat ($SNAP) looks cheap right now if people start caring more about who owns the best real-life data for training AI. Why - [---] million people use it every single day mostly young people (teens and 20s). - Those users open the app [----] times a day and constantly take photos & videos of themselves friends real places super natural unposed stuff. - The app just quietly changed its rules so Snap can use basically everything users post (photos videos voice text) forever to train their AI even if you delete your account later. Almost no one opts out. - That kind of fresh personal"
X Link 2026-01-31T21:34Z [--] followers, 68K engagements

"Schrodinger ( $SDGR ) looks cheap right now if Wall Street starts caring more about AI speeding up drug discovery. Why - It's a tool that mixes AI with real physics (like quantum math) to predict how new drugs or materials will work cuts years and billions off testing by spotting winners early without endless lab trials. - They sell this software to big pharma (like Lilly) for steady cash and have their own drug candidates advancing (like oncology programs in early stages). Why it's a good buy now at $14: - Trades cheap (5x sales) for its growth potential with analysts seeing 50%+ upside to"
X Link 2026-02-03T03:15Z [--] followers, 60.3K engagements

"$LTH Life Time Fitness 50DMA moves above the [---] --golden cross formed as I was pointing out last week. Keep this one on the watch list. Earnings 2/24"
X Link 2026-02-02T16:42Z [--] followers, [---] engagements

"You can almost smell how bad the futures market is going to open Sunday night"
X Link 2026-02-01T01:00Z [--] followers, [---] engagements

"My full article on $SNAP here: https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn https://x.com/AviatoResearch/status/2017711195164446976s=20 https://t.co/pwmrTjqbVn"
X Link 2026-01-31T21:35Z [--] followers, [---] engagements

"$SNAP at $7 - The Hidden AI Data Goldmine Wall Street Is Sleeping On Executive Summary: Snap Inc. ($SNAP) is the camera-first social media platform behind Snapchat serving 450M+ daily users with AR lenses Stories and messaging. With a market cap around $11.88B and http://x.com/i/article/2017706586748473344 http://x.com/i/article/2017706586748473344"
X Link 2026-01-31T21:26Z [--] followers, 33.4K engagements

"Incoming Fed Chair Kevin Warsh: [--]. Youngest Fed Governor in history during [----] Financial Crisis [--]. Said the Fed waited too long to raise interest rates in [----] [--]. Said the Fed lost credibility by overstimulating post-COVID [--]. Said QE inflates asset bubbles and worsened inequality [--]. Claims to support a rules-based Fed not discretionary policymaking [--]. Wants a smaller Fed balance sheet and more focus on price stability A new era of monetary policy is ahead of us. https://twitter.com/i/web/status/2017241892136571226 https://twitter.com/i/web/status/2017241892136571226"
X Link 2026-01-30T14:22Z 1.4M followers, 593.5K engagements

"*TRUMP ADMINISTRATION SAID TO BE PREPARING WARSH FED NOMINATION crashing his own crypto fortune is a bold choice cotton"
X Link 2026-01-30T02:23Z 2.5M followers, 1.4M engagements

"$SNAP is priced like a weak ad company (3x sales) but it quietly owns one of the best public datasets for training next-gen AI: - 450M daily users (mostly Gen Z) - [----] app opens/day - Constant real photos/videos of faces friends real life TOS lets them train AI on everything forever If the market starts valuing fresh consented young-person visual/social data SNAP could rerate hard.Risky but one of the cleanest public proxies for the 'data-for-AI' theme." https://twitter.com/i/web/status/2016606306304741584 https://twitter.com/i/web/status/2016606306304741584"
X Link 2026-01-28T20:16Z [--] followers, 10.5K engagements

"Not a meme coin - just silver"
X Link 2026-01-26T03:07Z [--] followers, [---] engagements

"1/6 $BIRK $39.55 today the 250-year-old comfort sandal king is quietly delivering strong growth while trading like a value name. Premium footwear with a resilient consumer base thesis thread #ConsumerDiscretionary #BIRK #Footwear"
X Link 2026-01-26T01:35Z [--] followers, [---] engagements

"5/6 Moat & Competitive Edge Patented cork footbed + 250-year heritage = high loyalty & barriers DTC control + pricing power = defensibility Consumer treats BIRK as health essential more recession-proof than most premium peers"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

"6/6 Bottom line $BIRK is rare: good growth (1315%) at value-like multiples with a defensive premium consumer that holds up when others crack. Target $62 (57% upside).Todays price = opportunity"
X Link 2026-01-26T01:35Z [--] followers, [--] engagements

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creator/x::AviatoResearch
/creator/x::AviatoResearch