#  @BoxLongs BoxLongs BoxLongs posts on X about $snap, $bkkt, ai, $ea the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1338915420691161091/interactions)  - [--] Week [-------] -34% - [--] Month [-------] +62% - [--] Months [---------] +417% - [--] Year [---------] +126% ### Mentions: [--] [#](/creator/twitter::1338915420691161091/posts_active)  - [--] Week [---] -39% - [--] Month [---] +32% - [--] Months [-----] +468% - [--] Year [-----] +83% ### Followers: [-----] [#](/creator/twitter::1338915420691161091/followers)  - [--] Week [-----] +2.40% - [--] Month [-----] +8.30% - [--] Months [-----] +48% - [--] Year [-----] +61% ### CreatorRank: [-------] [#](/creator/twitter::1338915420691161091/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 80.68% [finance](/list/finance) 22.73% [technology brands](/list/technology-brands) 10.98% [cryptocurrencies](/list/cryptocurrencies) 10.23% [social networks](/list/social-networks) 2.65% [gaming](/list/gaming) 1.89% [countries](/list/countries) 1.52% [financial services](/list/financial-services) 1.14% [automotive brands](/list/automotive-brands) 0.38% [exchanges](/list/exchanges) 0.38% **Social topic influence** [$snap](/topic/$snap) #16, [$bkkt](/topic/$bkkt) #10, [ai](/topic/ai) 8.71%, [$ea](/topic/$ea) 8.33%, [$rblx](/topic/$rblx) 6.44%, [flow](/topic/flow) #2517, [$cmrc](/topic/$cmrc) #1, [money](/topic/money) 4.92%, [cash flow](/topic/cash-flow) #201, [$rskd](/topic/$rskd) 4.17% **Top accounts mentioned or mentioned by** [@srg444](/creator/undefined) [@rajeevsura](/creator/undefined) [@bob382475496782](/creator/undefined) [@a10tion2a10tion](/creator/undefined) [@lkpreserve](/creator/undefined) [@multimismanaged](/creator/undefined) [@fl1xus](/creator/undefined) [@northbound537](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@jgnuke](/creator/undefined) [@acemoney21](/creator/undefined) [@kafka7invest](/creator/undefined) [@rubbabubub](/creator/undefined) [@evanspiegel](/creator/undefined) [@tokenfundament1](/creator/undefined) [@gothamresearch](/creator/undefined) [@racetomillions](/creator/undefined) [@carflos223matos](/creator/undefined) [@minotaurstocks](/creator/undefined) [@cleanmoney86](/creator/undefined) **Top assets mentioned** [Snap, Inc. (SNAP)](/topic/$snap) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Electronic Arts Inc. (EA)](/topic/$ea) [Roblox Corp. (RBLX)](/topic/$rblx) [Riskified Ltd. (RSKD)](/topic/$rskd) [Metadium (META)](/topic/$meta) [Ampleforth (AMPL)](/topic/$ampl) [Ubiquiti, Inc. (UI)](/topic/$ui) [Carvana Co. (CVNA)](/topic/$cvna) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [Microsoft Corp. (MSFT)](/topic/$msft) [Strategy (MSTR)](/topic/$mstr) [Chime Financial, Inc (CHYM)](/topic/$chym) [Unity Software Inc. (U)](/topic/$u) [Salesforce Inc (CRM)](/topic/$crm) [Blend Labs, Inc. (BLND)](/topic/$blnd) [The GEO Group, Inc. (GEO)](/topic/$geo) [eToro Group Ltd (ETOR)](/topic/$etor) [Workday Inc (WDAY)](/topic/$wday) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Transocean LTD. (RIG)](/topic/$rig) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Shopify Inc (SHOP)](/topic/$shop) [EXODUS MOVEMENT INC A (EXOD)](/topic/$exod) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "$bkkt there is some heavy action that bakkt is a zero. fundamental analysis will make u hate it. but small float and mgmt team that is swinging for the fences so theres that. if they do scrappy deals it can work. they need to get aligned with some big networks to acquire users. [--] trading sessions until the analyst day. [--] of those sessions likely to be big news days. the more days that pass the more binary it gets into that event. very little borrow no real institutions can short it. short trap. https://twitter.com/i/web/status/2021324763528888446" [X Link](https://x.com/BoxLongs/status/2021324763528888446) 2026-02-10T20:45Z [----] followers, [---] engagements "$CMRC the most infuriating part is that when the stock trades down to the lowest multiple in the market the mgmt team wont signal that they are in it to win it. how hard is it to stop the 10b5 programs. to be like im committed to this and i wont sell it here. that would put a floor in it i think. but they cant do it. i hope the top holder demands a board seat(s). that board needs to be GUTTED. $CMRC [----] lmfao. KEEPING MAKING NO MONEY IN COMMERCE WIERD $CMRC [----] lmfao. KEEPING MAKING NO MONEY IN COMMERCE WIERD" [X Link](https://x.com/BoxLongs/status/2016887360642773422) 2026-01-29T14:53Z [----] followers, [----] engagements "$RKT u like that. the next $BKNG rolling up a massive category" [X Link](https://x.com/BoxLongs/status/2019045253827952911) 2026-02-04T13:47Z [----] followers, [----] engagements "$TDOC has [---] million members $2.5B in revs and generates $220M+ in FCF. $TDOC trades at 0.5x sales and 5.7x FCF. BetterHelp is bleeding users and everyone's focused on that. Meanwhile the Integrated Care segment grew mental health visits 13% last quarter and runs at 17% EBITDA margins. Wall Street priced this like a dying business. But [---] million members is a network. Networks don't die quietly. They either collapse or compound. Earnings drop Feb [--]. If BetterHelp's insurance rollout (now in [--] states targeting national by late 2026) shows real conversion numbers this re-rates violently. At" [X Link](https://x.com/BoxLongs/status/2019832671984091558) 2026-02-06T17:56Z [----] followers, [----] engagements "why wont $rig go back to $9 owned by NOBODY" [X Link](https://x.com/BoxLongs/status/2021657742885499298) 2026-02-11T18:49Z [----] followers, [----] engagements "$SNAP layoffs. rough AI slop. have not double checked these #s. the multiples are wild $snap should not be at that big of a discount @FlexInvest7 $snap i think that evan probably has a better sense of this in his R&D dept than most cos he is quoting specific guess # on the % of code being written with AI etc he has said he only has like [--] designers or whatever i forget which interview i heard that in they only have 5k @FlexInvest7 $snap i think that evan probably has a better sense of this in his R&D dept than most cos he is quoting specific guess # on the % of code being written with AI etc" [X Link](https://x.com/BoxLongs/status/2022085774846702063) 2026-02-12T23:09Z [----] followers, [----] engagements "$voo this has to be the most obvious 5-10% drop waiting to happen. giant holes everywhere. huge swathes of destruction underneath. and every indexed boomer is not down lmao. Sp needs a 10% drop to account for the AI deflation and job destruction" [X Link](https://x.com/BoxLongs/status/2022116303117729832) 2026-02-13T01:11Z [----] followers, [----] engagements "i mean whatever pick the etf right im just saying this thing how is it not down. every single boomer is completely loaded in $voo like instruments. this trade is so crowded. $msft is about to blow a tire with openai mistake. $aapl is nowhere in ai. $meta is trading at 25x multiple of other social network platforms. $nvda $googl ok i love that $voo has class a and class c google whats the rationale for that makes it seem more diversified lmao. i think we could have major indexes drop and all the software stocks that are down 50-75% could outperform. i could argue that software is better" [X Link](https://x.com/BoxLongs/status/2022300642128122040) 2026-02-13T13:23Z [----] followers, [---] engagements "THE RALLY CAP IS OUT. MADE THIS IN [----]. NEW OLD STOCK. U HAVE ALL BEEN WARNED. $MSTR" [X Link](https://x.com/BoxLongs/status/2022303180059472005) 2026-02-13T13:33Z [----] followers, [---] engagements "$S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT GOES ROUGE SENTINELONE THATS WHO. SentinelOne will go to $20 in a flash on the first agentic security worm that nails $BAC https://twitter.com/i/web/status/2022324059560706094 https://twitter.com/i/web/status/2022324059560706094" [X Link](https://x.com/BoxLongs/status/2022324059560706094) 2026-02-13T14:56Z [----] followers, [----] engagements "$CMRC sorry to keep posting on this tiny SAAS stock but im just having some fun looking at the numbers. in order to produce that $30-50M in FCF per year MS is modeling net new ARR average of only slightly over $3M per quarter over the next [--] qtrs $CMRC averaged $8.6M in net new ARR over the previous [--] qtrs. if they cant effing achieve these numbers guillotine" [X Link](https://x.com/BoxLongs/status/2022364924501205127) 2026-02-13T17:39Z [----] followers, [---] engagements "$SNAP zombie bot thing the worst thing ive ever seen. Can only get better. I asked it what $snap stock price was it said $55 lmao" [X Link](https://x.com/BoxLongs/status/2022391727961862283) 2026-02-13T19:25Z [----] followers, [---] engagements "$BKKT if / when they get teed up to acquire customers in an efficient manner could be epic pair against $chym" [X Link](https://x.com/BoxLongs/status/2020984632456642976) 2026-02-09T22:14Z [----] followers, [----] engagements "$U still a buy (just worth 40% less) must be working on a deal" [X Link](https://x.com/BoxLongs/status/2021696341005435152) 2026-02-11T21:22Z [----] followers, [----] engagements "SAAS- $PLTR $MSFT $INTU $CRM $NOW $SNOW - top ranked MS software analyst keith weiss who is a smooth operator that i love just dropped audio piece on SAAS sector tightened it up with Claude. enjoy" [X Link](https://x.com/BoxLongs/status/2021699920500076791) 2026-02-11T21:36Z [----] followers, 19.7K engagements "$CMRC can acquire itself with free cash flow in [--] months if they fire some people. thats f wild. keeping small caps WIERD. i slept on it. i am adding. LMAO" [X Link](https://x.com/BoxLongs/status/2022321883840958923) 2026-02-13T14:48Z [----] followers, [----] engagements "one of the great things of this AI carnage destruction sell off is that now you can raise the bar on what u own u no longer have to go to the bottom of the saas barrel. i have pitching a lot of small cap sht cos because everything was so f expensive. now i can afford to move out of the ghetto of equity promotes and broken stocks into the world of true GARP" [X Link](https://x.com/BoxLongs/status/2022355987886166190) 2026-02-13T17:03Z [----] followers, [---] engagements "$LPSN LivePerson holds [---] granted patents in one of the hottest IP categories (conversational AI) and collects zero licensing revenue. This is either a significant oversight or optionality waiting to be unlocked by management or an acquirer" [X Link](https://x.com/BoxLongs/status/2022407037775409195) 2026-02-13T20:26Z [----] followers, [----] engagements "$BKKT praying we get one more puke below $10 from market volatility the event path is rich and well defined at this point between here and march. if $CHYM is worth $8B than $BKKT will be worth significantly more. Will become more obvious over time. $BKKT needs subs. Happens in [----] @Blake_Lewis_ $BKKT Akshay would own even more if he could he is always blacked out from buying based on MNPI etc. so many big deals being worked on very hard to get a window to buy the stock. The only sellers are short sellers and there is very little supply- look at today all shorts @Blake_Lewis_ $BKKT Akshay" [X Link](https://x.com/BoxLongs/status/2019813525636452719) 2026-02-06T16:40Z [----] followers, [----] engagements "@Mabiverse123 i think deal will be similar / analogous type of network in terms of size / scope if $bkkt can grab 1-2-3% of a network that size for users of app could be worth billion(s) in market cap. eyes and ears peeled on this" [X Link](https://x.com/BoxLongs/status/2020950888865734680) 2026-02-09T20:00Z [----] followers, [---] engagements "@Bob382475496782 $snap they clearly have no real feel for what is happening with their own stock they blew $250M at $8.50 two months ago if they cant trade the stock right and they have the playbook how are we supposed to" [X Link](https://x.com/BoxLongs/status/2021640951308202067) 2026-02-11T17:42Z [----] followers, [----] engagements "$snap some of the fun sht from the 10K just reading it last night. snap has paid evans parents law firms $58 million last year seems like a big #. no doubt $snap deals with a ton of sht and needs lawyering out the wazoo. i guess this is not even that much of a grift compared to $cvna and some of these other names. but just doesnt look great. if your paying market rates why not pay it to another firm with no conflict of interest. again none of this sht matters when ur stock actually creates shareholder value. but when u crush people repeatedly. meh @Bob382475496782 $snap they clearly have no" [X Link](https://x.com/BoxLongs/status/2021642644401582485) 2026-02-11T17:49Z [----] followers, [----] engagements "@fl1xus yeah it might take [--] qtrs of good net new arr but i think if they can grow over 20% and leading KPIs look good can capture a big % return from the destruction of the past week. trust in SAAS right now is zero. hard to figure out which of these fallen angels to load up on $AMPL" [X Link](https://x.com/BoxLongs/status/2022039640929448345) 2026-02-12T20:06Z [----] followers, [--] engagements "$BKKT yeah there u go. there will be a ton of demand for whatever equity bakkt sells. the question is the price. i have a feeling they will get the stock to $30-40 / share on execution / strategic deals / growth etc and then they can beef up the balance sheet with more cash. They need capital to grow faster imo and they will get it. $BKKT the only reason to pre is to get financial information out so they can do equity offering $BKKT the only reason to pre is to get financial information out so they can do equity offering" [X Link](https://x.com/BoxLongs/status/2013621948777939313) 2026-01-20T14:37Z [----] followers, [----] engagements "$bkkt has memed before right after the honorable @mikealfred joined. Akshay is smart to have the atm vehicle in place to fortify or strengthen the balance sheet if/when oppys present. I detect a boot strapping scrappiness to the plan. It wont be easy to grow without spending money. AN does not have the currency or bloated capital like Chime to do it. Have to drink your own urine or competitors blood. If stock spikes to $50 on a clever distribution partnership. By all means sell 1M shares and raise $50 million. Well see what hes able to pull off. Maybe a celeb like a Mr Beast prototype would" [X Link](https://x.com/BoxLongs/status/2021851429783187692) 2026-02-12T07:38Z [----] followers, [---] engagements "@Polymarket @KobeissiLetter this contract is a buy. all day. move to 40c by March 15th" [X Link](https://x.com/BoxLongs/status/2022412684889821320) 2026-02-13T20:48Z [----] followers, [---] engagements "@MultiMismanaged agree completely. Nima Ghamsari is worth buying $BLND just for him. $RKT should buy it. or any company that needs a real ceo who understands technology and is not afraid to run straight into a brick wall 100x to win" [X Link](https://x.com/BoxLongs/status/2022329144428962238) 2026-02-13T15:16Z [----] followers, [---] engagements "buy. @KobeissiLetter 21% chance of a NYSE circuit breaker this year. https://t.co/fhi023e7NE @KobeissiLetter 21% chance of a NYSE circuit breaker this year. https://t.co/fhi023e7NE" [X Link](https://x.com/BoxLongs/status/2022412782227087631) 2026-02-13T20:49Z [----] followers, [---] engagements "$geo profit under trump and biden" [X Link](https://x.com/BoxLongs/status/1833865997272412610) 2024-09-11T13:51Z [----] followers, [----] engagements "$geo and $cxw need to accelerate the path to being private - sell off non performing or under performing assets and buy back equity. repeat. NAVs are 3x current stock price" [X Link](https://x.com/BoxLongs/status/1987869114405167206) 2025-11-10T13:05Z [----] followers, [----] engagements "$RGTI is classic. there is literally nothing to analyze. except management tone around dilutive equity raises. what am i looking at here. less than $2m in revenue and over $200m in losses. lets see your [--] million years away from making money in my model" [X Link](https://x.com/BoxLongs/status/1988058218699124833) 2025-11-11T01:36Z [----] followers, [----] engagements "$ADT seeing uptick in non paying customers. CFO speaking live now at RBC" [X Link](https://x.com/BoxLongs/status/1990813745153470588) 2025-11-18T16:05Z [----] followers, [---] engagements "cant give away: $RNG $LSPD $CMRC $UDMY $FIVN huge drawdowns vs [--] week highs and under 2x revs" [X Link](https://x.com/BoxLongs/status/1992956452773011567) 2025-11-24T14:00Z [----] followers, [---] engagements "$SHOP this is the reason why i "think" that $CMRC can reignite some growth in its platform. the decreasing # of websites running bigcommerce has masked a strategy to move up market and sell more into existing large customers. Clearly has something there they have won some major ecommerce sites. The feedonomics product should be much more impactful on growth given its a higher priced offering. This AI agent lightening bolt that is nailing the industry (now) and into [----] and beyond should allow some legacy players to leap frog and or pivot into a better spot if they have the right products." [X Link](https://x.com/BoxLongs/status/1995253781160673696) 2025-11-30T22:09Z [----] followers, [----] engagements "$msft how many boomers own WAY too much $MSFT" [X Link](https://x.com/BoxLongs/status/1996229812965240872) 2025-12-03T14:47Z [----] followers, [---] engagements "$EXFY what a beat down this thing has endured - 0.5x NTM revs. now that is a penny on the ground. should i pull up the 10Q its getting late and i feel like i spend too much time on shtcos" [X Link](https://x.com/BoxLongs/status/1998591118691185100) 2025-12-10T03:10Z [----] followers, [---] engagements "$RSKD i see multiple expanding by 50% in the next 30-90 days in anticipation of an acceleration in [----] GMV growth back to the [----] levels of mid teens growth rates. Stock had multiple moves towards $7 peaking at $6.80 [----] and $600 those [--] tops represent upside of +36% +32% +20% seems like a low risk bet given reacceleration in the GMV growth rate. consensus numbers are extremely undemanding. and the valuation case can be made both with lazy ev/sales or ev/ebitda frameworks. if the mgmt team unlocks further new wins in payments airline ticketing. and betting we could see much more upside." [X Link](https://x.com/BoxLongs/status/2001720513098363050) 2025-12-18T18:25Z [----] followers, [---] engagements "$RSKD now using $S . interesting. love $RSKD here at 2x cash and GMV growth doubling in 2026" [X Link](https://x.com/BoxLongs/status/2004627699323785344) 2025-12-26T18:57Z [----] followers, [----] engagements "$RSKD getting into crypto wallets of so e sort" [X Link](https://x.com/BoxLongs/status/2006122513655382497) 2025-12-30T21:57Z [----] followers, [----] engagements "$RSKD is going to have a breakout 2026- fraud is on fire https://www.riskified.com/lp/crypto-risk-rundown/thank-you/ $RSKD getting into crypto wallets of so e sort https://t.co/jXlaSndFYB https://www.riskified.com/lp/crypto-risk-rundown/thank-you/ $RSKD getting into crypto wallets of so e sort https://t.co/jXlaSndFYB" [X Link](https://x.com/BoxLongs/status/2006165660213084578) 2025-12-31T00:49Z [----] followers, [---] engagements "$ETOR black card. love that. accounts growing like a weed" [X Link](https://x.com/BoxLongs/status/2006411125714198967) 2025-12-31T17:04Z [----] followers, [---] engagements "$ETOR i feel like it needs a little more time to digest that listing- but on the radar @beaniemaxi $ETOR at $35 is only 11-12x PE on Visible Alpha 2027E eps of around $3.00. if they can put up some positive revisions definitely see room for multiple expansion growing 20% why cant they have a 20x PE= $60 bucks. plenty of upside for the lazy fins books that need long expo https://t.co/SS14DiOmyc @beaniemaxi $ETOR at $35 is only 11-12x PE on Visible Alpha 2027E eps of around $3.00. if they can put up some positive revisions definitely see room for multiple expansion growing 20% why cant they" [X Link](https://x.com/BoxLongs/status/2006419732178604195) 2025-12-31T17:38Z [----] followers, [----] engagements "$manh ms cutting PT to $165 from $200" [X Link](https://x.com/BoxLongs/status/2007955839915811188) 2026-01-04T23:22Z [----] followers, [---] engagements "$RSKD is going to win an absolute whale of a customer in fact they have probably already been working with that customer for a period of time with great results and that win will lead to [--] more like it. stock will be $7 that day on 1m shares trying to buy. such a fat pitch here" [X Link](https://x.com/BoxLongs/status/2008631300735783353) 2026-01-06T20:06Z [----] followers, [---] engagements "$RSKD volume picking up. back through $5. hmmm been a [--] months. was about a year ago that the commentary on pipeline being up materially started to enter the exec narrative. deals starting to close ()" [X Link](https://x.com/BoxLongs/status/2009018160025145566) 2026-01-07T21:43Z [----] followers, [---] engagements "$API so mad Agora was on my shtco rock star in training list - missed it ()" [X Link](https://x.com/BoxLongs/status/2010858528555069521) 2026-01-12T23:36Z [----] followers, [---] engagements "u know what is SO ready to go is this Riskified this thing is so damn cheap- and a real biz up +50% in a day and its still cheap. watching this one. been sitting on 100K shares for a year might have to finally double it $RSKD" [X Link](https://x.com/BoxLongs/status/2010900136801579033) 2026-01-13T02:22Z [----] followers, [---] engagements "@jastales i dk. but it could happen. its that fcking cheap. $RSKD needs to reason to go- only for someone to wake up and flip the switch. something is percolating under the surface" [X Link](https://x.com/BoxLongs/status/2010911081800286582) 2026-01-13T03:05Z [----] followers, [---] engagements "look at all the [----] IPOs u can buy now in public markets at a discount to last private round. crazy $CHYM $STUB $BLSH $ETOR $VIA $PTRN $MNTN" [X Link](https://x.com/BoxLongs/status/2011078087044378752) 2026-01-13T14:09Z [----] followers, [----] engagements "@Stephen11198316 fuck watching. im gonna go all in. not till march 5th. not warehousing risk till then. i might have more to say on it friday $RSKD" [X Link](https://x.com/BoxLongs/status/2011142273548116078) 2026-01-13T18:24Z [----] followers, [---] engagements "$EXOD long as a pure play on the passage of the clarity act+ the explosion in tokenization of assets. recently uplisted +small share count (30m) clean balance sheet approaching $200M annualized revenue run rate (+30-50% cagr) with EV only $266M looks like it could 2-3x easily. PT= 4x sales $30 ($3 down $12 up 4x1) buyer on any pull backs could see squeeze on passage of Clarity act. $EXOD up to 1.5M users. https://twitter.com/i/web/status/2011170142026416614 https://twitter.com/i/web/status/2011170142026416614" [X Link](https://x.com/BoxLongs/status/2011170142026416614) 2026-01-13T20:15Z [----] followers, [----] engagements "$EXOD acquisitions (more) https://www.exodus.com/investors/news-events/press-releases/detail/91/exodus-enters-next-phase-as-a-crypto-payments-company-with-agreement-to-acquire-w3c-corp-and-its-subsidiaries-baanx-and-monavatehttps://player.vimeo.com/video/1135372374 https://www.exodus.com/investors/news-events/press-releases/detail/91/exodus-enters-next-phase-as-a-crypto-payments-company-with-agreement-to-acquire-w3c-corp-and-its-subsidiaries-baanx-and-monavatehttps://player.vimeo.com/video/1135372374" [X Link](https://x.com/BoxLongs/status/2011170153241723111) 2026-01-13T20:15Z [----] followers, [---] engagements "$RSKD skew is $4.53 x $7.09 in about [--] days. next few weeks is when u can get some. like 30x1 up to down LOL" [X Link](https://x.com/BoxLongs/status/2011814820903809237) 2026-01-15T14:56Z [----] followers, [---] engagements "$RSKD came public at a big multiple of revenue its had the double whammy of multiple compression and estimate cuts relative to overly optimistic sell side models. [--]. the estimate revisions are now positive i believe- i think that growth will accelerate in [----] back to double digits or higher and [--]. the multiple at 1x arr is unlikely to go lower based on #1. there are a lot of areas where this team can improve i think but at end of the day it all comes down to growth if growth accelerates stock should work. they dont report until the 1st week of march so maybe its drifting here 4.50-5.00 for" [X Link](https://x.com/BoxLongs/status/2011885352903197089) 2026-01-15T19:37Z [----] followers, [---] engagements "$AMPL MS UPGRADE" [X Link](https://x.com/BoxLongs/status/2011918264922734638) 2026-01-15T21:47Z [----] followers, [---] engagements "$BKKT filing - good read. surprised softbank doesnt just give them a couple hundred million or take down the offering. $bkkt about to become a multi billion dollar company in valuation. float getting BIGGER. https://investors.bakkt.com/static-files/506ad341-f5eb-4207-b793-4be965781ddb $BKKT its a short term supply "overhang" but ultimately it dramatically improves the balance sheet and adds massive duration to the asset if they have to invest for growth. i have a feeling a lot of big funds / strategic players / would love to finance and own a piece of whatever" [X Link](https://x.com/BoxLongs/status/2013623890455453803) 2026-01-20T14:45Z [----] followers, [----] engagements "Bullish Bitcoin and whatever $BKKT has cooking over there. which is something. In August Bakkt acquired approximately 30% of Tokyo-listed textile company MarushoHotta for $115 million becoming the largest shareholder and planning to rebrand the yarn maker as effectively shifting toward crypto treasury operations. http://Bitcoin.jp Good morning. While mainstream media continues to relentlessly focus on Davos Trump and Greenland if you are a serious investor you should probably turn your focus to Japan instead. That's the real story today. Have a great day. https://t.co/3g0MQT0xPo" [X Link](https://x.com/BoxLongs/status/2013690176841699767) 2026-01-20T19:08Z [----] followers, [----] engagements "$SNAP EPS IN [--] SESSIONS https://investor.snap.com/news/news-details/2026/Snap-Inc--Announces-Date-of-Fourth-Quarter-and-Full-Year-2025-Results-Conference-Call/default.aspx https://investor.snap.com/news/news-details/2026/Snap-Inc--Announces-Date-of-Fourth-Quarter-and-Full-Year-2025-Results-Conference-Call/default.aspx" [X Link](https://x.com/BoxLongs/status/2013723024705343559) 2026-01-20T21:19Z [----] followers, [----] engagements "@DeepVaue_Adv what makes u think they rebrand today" [X Link](https://x.com/BoxLongs/status/2014383521545011561) 2026-01-22T17:03Z [----] followers, [--] engagements "$BKKT the best part about owning it is when they do something smart to grow the business and announce it you get a matching buy order from the over crowded short cabal in it. if u tried to cover 1/3rd of that short position the stock would be up 100% thats why they have the ATM ready the shorts can cover at $30-35 and provide capital to grow the biz. https://twitter.com/i/web/status/2014702273494913027 https://twitter.com/i/web/status/2014702273494913027" [X Link](https://x.com/BoxLongs/status/2014702273494913027) 2026-01-23T14:10Z [----] followers, [---] engagements "$TDOC "god candle" approaching driven by increasing wallet share on 100M human tam. $500M in ebitda # is next checkpoint. were sitting at like 3x that # it can be 6-10x that # easy which would be +200-300% in the equity. short covering will be gas on the fire. PT $20" [X Link](https://x.com/BoxLongs/status/2014705530728521785) 2026-01-23T14:23Z [----] followers, [----] engagements "$BKKT Akshay left Davos for St Moritz oh okay" [X Link](https://x.com/BoxLongs/status/2014722098371891454) 2026-01-23T15:29Z [----] followers, [---] engagements "$BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed" [X Link](https://x.com/BoxLongs/status/2014750782470385835) 2026-01-23T17:23Z [----] followers, [----] engagements "$BKKT we also have Masa son approval via Akshay The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to be working in this https://t.co/fUzGGBEzdd The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to" [X Link](https://x.com/BoxLongs/status/2014767717291565141) 2026-01-23T18:30Z [----] followers, [----] engagements "$BKKT not impressed. she has another run in her no doubt but gotta put some meat on the bones. $10-11-12 sorta the level to take the shot then only at low low low single digit multiple of phantom ebitda. i hope im wrong. march 20th option expiry a big date to catch the analyst day March 17th. have a great wkend. GO PATRIOTS $BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed https://t.co/5W91aMJqVC $BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed https://t.co/5W91aMJqVC" [X Link](https://x.com/BoxLongs/status/2014799501563986201) 2026-01-23T20:36Z [----] followers, [----] engagements "$LDI is going back to $2 i cant believe that Tony is live streaming updates about some dudes taking his fishing poles" [X Link](https://x.com/BoxLongs/status/2014801982737842219) 2026-01-23T20:46Z [----] followers, [----] engagements "$BKKT one thing i will say after being invested in this stock and being in the ecosystem of holders and haters for a month going down rabbit holes. there is a very high probability of a short seller attack on the new mgmt team and strategy. if u are a retail holder steel yourself for that moment often the attacks are ignored or fail to deliver the death blow to the bull thesis. and are great entry points. i used to never buy a stock once a short seller report was issued because i figured the bar is relatively high to be the target of being published. where there is smoke there is fire. then i" [X Link](https://x.com/BoxLongs/status/2015049027348222381) 2026-01-24T13:08Z [----] followers, [----] engagements "$bkkt almost back in the buy zone. $10-12 $BKKT $8-10 is where u get ballsy and shovel some in https://t.co/NPvsyof5yQ $BKKT $8-10 is where u get ballsy and shovel some in https://t.co/NPvsyof5yQ" [X Link](https://x.com/BoxLongs/status/2015878925247734220) 2026-01-26T20:06Z [----] followers, [----] engagements "$bkkt [--] trading days until March 17th analyst day. still a ton we dont know about what they will announce. huge volatility we might go $10 -- $20 -- $10 -- $20 before then. cant imagine sleeping at night short this stock. such a great concrete set of things for shorts to feel good about. and then this unknowable bull thesis building steam with a signature event to deal with. lol. https://twitter.com/i/web/status/2015880161720197374 https://twitter.com/i/web/status/2015880161720197374" [X Link](https://x.com/BoxLongs/status/2015880161720197374) 2026-01-26T20:10Z [----] followers, [---] engagements "$UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple screens super low. Russians use all sorts of foreign technology. Total and complete financial frauds like $FRHC and $DOX hide in plain sight. You can debate the ethics of $Ui equipment and the war in russia. But hunterbrook will lose money on this call. BREAKING: Grizzly Affair American tech companys networking gear is powering Russian battlefield communications in" [X Link](https://x.com/BoxLongs/status/2016126205934665814) 2026-01-27T12:28Z [----] followers, [----] engagements "totally. the russian war argument is dumb then do china then do europe using russian gas then do bad people using cell phones. $ui will rally on this. there is no natural seller of the stock anymore and its very tightly controlled and every single forensic short seller has taken a shot at it or analyzed it and every mutual fund knows that and so does everyone else. https://www.cnbc.com/2017/09/18/short-seller-andrew-left-calls-ubiquiti-his-next-big-fraud.html https://www.cnbc.com/2017/09/18/short-seller-andrew-left-calls-ubiquiti-his-next-big-fraud.html" [X Link](https://x.com/BoxLongs/status/2016135588932362580) 2026-01-27T13:05Z [----] followers, [----] engagements "$UI probes reporter literally every short seller knows about ubiquity. hunterbrook so late to the game on this one. good reporting though. https://probesreporter.com/sites/default/files/uploads/documents/DI%20-%20UBNT%202018-0611.pdf @north_bound537 totally. the russian war argument is dumb then do china then do europe using russian gas then do bad people using cell phones. $ui will rally on this. there is no natural seller of the stock anymore and its very tightly controlled and every single forensic short seller has" [X Link](https://x.com/BoxLongs/status/2016136073898754063) 2026-01-27T13:07Z [----] followers, [----] engagements "@north_bound537 $UI probes reporter LONG AGO" [X Link](https://x.com/BoxLongs/status/2016136285589545264) 2026-01-27T13:08Z [----] followers, [---] engagements "$UI who is Hunterbrook going to shake out Pera could tap some credit lines to obliterate them $UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple screens super low. Russians use all sorts of foreign $UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple" [X Link](https://x.com/BoxLongs/status/2016137970785366148) 2026-01-27T13:15Z [----] followers, [----] engagements "@north_bound537 $UI also has a $500M buyback in place- The Company has initiated a new stock repurchase program authorizing the Company to repurchase up to $500 million of its common stock as disclosed in the Form 8-K filed on August [--] [----]. shorting $UI is a suicide mission" [X Link](https://x.com/BoxLongs/status/2016139741704405452) 2026-01-27T13:22Z [----] followers, [---] engagements "$S is going to put up a big net new ARR # because its q4 and big deals come in q4. Stock is buy here and probably runs to $18-20 on a big beat (finally) $S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is still arguing about chatbots. The real shift is Autonomous Agents and Clawdbot shows exactly where $S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is" [X Link](https://x.com/BoxLongs/status/2016187964770889759) 2026-01-27T16:34Z [----] followers, [----] engagements "@north_bound537 $UI bought at $525 sold at $545 thanks short seller paid for lunch" [X Link](https://x.com/BoxLongs/status/2016203509943750665) 2026-01-27T17:35Z [----] followers, [--] engagements "$UI the bar for being an activist short is extremely high. i dont know how many hours hunterbrook put into that piece bit the stock is basically unchanged. if a stock has already had a short seller report and the stock is now higher the market has spoken and decided they dont care and the bar is even HIGHER to make your case. the market is loaded with equity promotes and shell cos if a company has a great product and its being used by bad people that is def not a reason to be short. https://twitter.com/i/web/status/2016204386284732812 https://twitter.com/i/web/status/2016204386284732812" [X Link](https://x.com/BoxLongs/status/2016204386284732812) 2026-01-27T17:39Z [----] followers, [---] engagements "$BKKT perky perk" [X Link](https://x.com/BoxLongs/status/2016240789840347271) 2026-01-27T20:03Z [----] followers, [---] engagements "everybody already knows the $UI supply chain and distribution network has been studied ad nauseum. if ur goal is to fck the company over with some sort of political ban on sales or something maybe the odds of that have increased. but when u have channel check experts and 3rd party networks calling $UI a bad actor for over a decade and multiple short seller attack reports published its not new news. the only thing that has really changed since then is that Pera has cemented his vice grip on the shares by taking his ownership up to 93% from half that level. u can score some hits and create some" [X Link](https://x.com/BoxLongs/status/2016253864610087301) 2026-01-27T20:55Z [----] followers, [---] engagements "$SNAP - some of the best soundbites from this interview with Evan. Using specs to supervise AI $3B invested very significant lead in Specs technology and huge distribution for developers on the platform to the nearly 1B users. 1/2" [X Link](https://x.com/BoxLongs/status/2016534697472299033) 2026-01-28T15:31Z [----] followers, [----] engagements "there are so many signs this market is completely fucked up and can go so much lower. $RGTI is the poster child of that. should be a $5 stock and its $19 some of this dumb sht needs to just evaporate" [X Link](https://x.com/BoxLongs/status/2016901988844294432) 2026-01-29T15:51Z [----] followers, [----] engagements "$SNAP somebody wants a seat at that that table with Zuck and Evan no this is some good real estate theme wise. u get it for free right now $snap embeds nothing for this option. ZERO. Maybe when they raise big block of dough it gets noticed by platform KPI monkeys @Kafka7invest $snap last night right out of the gate Zuck was talking about it in a big way. "Glasses are the ultimate incarnation of this vision. Theyre going to be able to see what you see hear what you hear talk to you and help you as you go about your day and even show you https://t.co/gER8KuV3my @Kafka7invest $snap last night" [X Link](https://x.com/BoxLongs/status/2016953302718599506) 2026-01-29T19:15Z [----] followers, [----] engagements "$rblx the roblox killer eh Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy" [X Link](https://x.com/BoxLongs/status/2017260959455220146) 2026-01-30T15:37Z [----] followers, [----] engagements "$RBLX WF flash" [X Link](https://x.com/BoxLongs/status/2017274521636438290) 2026-01-30T16:31Z [----] followers, [----] engagements "@IcedNFTea i cant believe i sold stock at [---] and [--] and was mad about it. lmao. $rblx damn you" [X Link](https://x.com/BoxLongs/status/2017276866952827284) 2026-01-30T16:40Z [----] followers, [---] engagements "$EA what does @DonutShorts say" [X Link](https://x.com/BoxLongs/status/2017277768019448162) 2026-01-30T16:44Z [----] followers, [----] engagements "$snap long [------] shares and [----] calls. (and short puts)" [X Link](https://x.com/BoxLongs/status/2017341345535266956) 2026-01-30T20:57Z [----] followers, [----] engagements "@ORadiocirc18583 @DonutShorts $EA Ebitda be like $PLTK x100" [X Link](https://x.com/BoxLongs/status/2017407122036683205) 2026-01-31T01:18Z [----] followers, [--] engagements "$Snap Inc. Spectacles Spin-Off Valuation Analysis 2/3" [X Link](https://x.com/BoxLongs/status/2017600822616486070) 2026-01-31T14:08Z [----] followers, [----] engagements "$Snap Inc. Spectacles Spin-Off Valuation Analysis 3/3" [X Link](https://x.com/BoxLongs/status/2017600824596181497) 2026-01-31T14:08Z [----] followers, [----] engagements "$Snap Spectacles [--] vs $Meta Ray-Ban Display Technical Specifications Comparison 1/2" [X Link](https://x.com/BoxLongs/status/2017601328780861839) 2026-01-31T14:10Z [----] followers, [----] engagements "$SNAP Spiegel in position to ton it still given size of his holdings. He is clearly doing some form of math when he talks about 100x oppy even if hes 1/20th correct. 5x would be massive. The spectacles spin is worth a lot of money given what they have built up to this point Evan Spiegel think $SNAP have startup-style return potential. A [---] bagger https://t.co/zQ0ji2wuMb Evan Spiegel think $SNAP have startup-style return potential. A [---] bagger https://t.co/zQ0ji2wuMb" [X Link](https://x.com/BoxLongs/status/2018336601307238728) 2026-02-02T14:51Z [----] followers, [----] engagements "$SNAP why not" [X Link](https://x.com/BoxLongs/status/2018344718552232430) 2026-02-02T15:24Z [----] followers, [----] engagements "$SNAP feels like Saudi PIF selling which is odd because they dominate that market" [X Link](https://x.com/BoxLongs/status/2018698379035918753) 2026-02-03T14:49Z [----] followers, [----] engagements "$SNAP agree with the @aleabitoreddit take on the set up etc. but the data in this post on stock based comp expense is not correct and sourced from a bad internet source odd given how big this account is in terms of followers. at least so we can have the sbc debate with correct numbers the trailing [--] month [--] qtr # according to the morgan stanley model is $1017M or 1.017B. odd to me that @aleabitoreddit getting basic facts wrong in support of the thesis. i double checked against the snap IR materials. again the # matches MS. @adenois Source was Macrotrends https://t.co/VoeNvCy2zB @adenois" [X Link](https://x.com/BoxLongs/status/2018704639072321622) 2026-02-03T15:14Z [----] followers, [----] engagements "@Kafka7invest @aleabitoreddit yeah its going to hire and secure engineering talent yes. makes sense. so odd to me that someone can get such a basic fact on the amount of sbc so wrong. strange times" [X Link](https://x.com/BoxLongs/status/2018706858161156382) 2026-02-03T15:23Z [----] followers, [---] engagements "$SNAP vs comps $META $RBLX etc. priced as of fridays close so the multiples down another 5-10% in some of these names. MS just published this today not sure why priced as of friday but fwiw" [X Link](https://x.com/BoxLongs/status/2018708210857705582) 2026-02-03T15:28Z [----] followers, [----] engagements "$RBLX street account Q4 preview" [X Link](https://x.com/BoxLongs/status/2018743134289838583) 2026-02-03T17:47Z [----] followers, [----] engagements "$bkkt cheat sheet 2/3" [X Link](https://x.com/BoxLongs/status/2018766003434295520) 2026-02-03T19:18Z [----] followers, [----] engagements "$bkkt cheat sheet 3/3" [X Link](https://x.com/BoxLongs/status/2018766006534226362) 2026-02-03T19:18Z [----] followers, [----] engagements "$snap is worth much more than $6.12" [X Link](https://x.com/BoxLongs/status/2018792051022946509) 2026-02-03T21:01Z [----] followers, [----] engagements "$snap can you hear all [------] of them" [X Link](https://x.com/BoxLongs/status/2018795140681552308) 2026-02-03T21:14Z [----] followers, [----] engagements "$EA would be $130-140 if not for the M&A" [X Link](https://x.com/BoxLongs/status/2018800721609851032) 2026-02-03T21:36Z [----] followers, [----] engagements "$EA using napkin math PIF over paying by about $15 billion they could have had $snap too for that $55 billion" [X Link](https://x.com/BoxLongs/status/2018801152641671240) 2026-02-03T21:37Z [----] followers, [---] engagements "@A10tion2A10tion damn thats a nasty take. how do u get $100 whats the quick and dirty math $ea" [X Link](https://x.com/BoxLongs/status/2018801361752912145) 2026-02-03T21:38Z [----] followers, [---] engagements "$EA i wonder how many levered bets playing for that $210 lock. massive asymmetry was $5 up and then $100 down all at once" [X Link](https://x.com/BoxLongs/status/2019064243866288521) 2026-02-04T15:03Z [----] followers, [----] engagements "$blnd at $1 i would buy back just to be long Nima" [X Link](https://x.com/BoxLongs/status/2019087892677615759) 2026-02-04T16:37Z [----] followers, [---] engagements "$snap has become poster child for this bad behavior. 100%. it can theoretically be changed with not that much effort. one of my biggest winners of all time was $znga @markpinc wisely and fairly set the company free and helped accelerate returns and the sale of the company for investors. https://twitter.com/i/web/status/2019090104514470068 https://twitter.com/i/web/status/2019090104514470068" [X Link](https://x.com/BoxLongs/status/2019090104514470068) 2026-02-04T16:46Z [----] followers, [----] engagements "@dee_bosa haha. i see you doing some research now all your producer assistants going to leave for Point72 and print $" [X Link](https://x.com/BoxLongs/status/2019090424036548937) 2026-02-04T16:47Z [----] followers, [----] engagements "$EA if it wasnt the largest deal in history i would not even think twice. but at $55 billion we are talking about over paying by $11-22 billion. thats a lot of money to over pay by. i wonder if PIF is like yo Jared talk to the regulators tell them that they are having increasing concerns on the deal and get us out of this. well make it up to you. $1B fee is like a DREAM literally buying a water front mansion after cat [--] A.I. hurricane drilled it https://twitter.com/i/web/status/2019099914542731682 https://twitter.com/i/web/status/2019099914542731682" [X Link](https://x.com/BoxLongs/status/2019099914542731682) 2026-02-04T17:25Z [----] followers, [---] engagements "$EA u know that they pulled out all the stops on that latest print to to make the #s look good. i bet in [--] quarters the bottom drops out" [X Link](https://x.com/BoxLongs/status/2019100182961660164) 2026-02-04T17:26Z [----] followers, [----] engagements "$EA i predict the stock starts to get a little jumpy and we see some prints in the $180 range some of these Arb guys are like eff this lets unwind $EA u know that they pulled out all the stops on that latest print to to make the #s look good. i bet in [--] quarters the bottom drops out $EA u know that they pulled out all the stops on that latest print to to make the #s look good. i bet in [--] quarters the bottom drops out" [X Link](https://x.com/BoxLongs/status/2019100394635579395) 2026-02-04T17:27Z [----] followers, [----] engagements "$EA didnt jared top tick the sht out of another solid asset. am i dreaming this. love that [---] building" [X Link](https://x.com/BoxLongs/status/2019101445924991365) 2026-02-04T17:31Z [----] followers, [---] engagements "@srg444 $EA is not happening at $210/share. too far out. is what it is. $150 now. is what it is" [X Link](https://x.com/BoxLongs/status/2019102422548037933) 2026-02-04T17:35Z [----] followers, [--] engagements "$EA projections for that debt stack = fugazi @BoxLongs Street always been too high across time - FY26 and FY27 started at like $13+. Forward numbers are really $6-7 amid declining growth (bunch of competition about to hit from GTA VI and rise of UGC) and associated deleverage. 15-16x = $100. @BoxLongs Street always been too high across time - FY26 and FY27 started at like $13+. Forward numbers are really $6-7 amid declining growth (bunch of competition about to hit from GTA VI and rise of UGC) and associated deleverage. 15-16x = $100" [X Link](https://x.com/BoxLongs/status/2019103279293096153) 2026-02-04T17:38Z [----] followers, [---] engagements "$EA But August [--] [----] was different. One of LTCMs strategies was risk arbitrage where it would bet on the outcome of merger-and-acquisition deals by buying the stock of a merger target and selling short the stock of the acquirer. That morning one of the deals on which it had a position was called into doubt. The targets stock fell by 50% and LTCM was in the hole for $160 million. One by one other trades started to fail trades that should not have been correlated. A single bet tied to the US bond market lost $100 million; another $100 million evaporated in the UK. By the end of the day LTCM" [X Link](https://x.com/BoxLongs/status/2019105261911416871) 2026-02-04T17:46Z [----] followers, [--] engagements "$EA found the deal. Tellabs for Ciena a classic stock drops $56 to $31 and roasts LTCM for $150 million @BoxLongs Oh I remember that book fantastic read. Don't recall what deal that was @BoxLongs Oh I remember that book fantastic read. Don't recall what deal that was" [X Link](https://x.com/BoxLongs/status/2019107008809402445) 2026-02-04T17:53Z [----] followers, [----] engagements "$EA its wild to me there is not more noise on it. $55 Billion. world is awash in chaos geopolitical financial and the $EA takeover arb trade is quiet no no no people. All my sht is down (30-50%) does anybody work at the wall street journal anymore even a retard like me could come up with a story here https://twitter.com/i/web/status/2019116241839874482 https://twitter.com/i/web/status/2019116241839874482" [X Link](https://x.com/BoxLongs/status/2019116241839874482) 2026-02-04T18:30Z [----] followers, [----] engagements "$EA let me do the @WSJ job for them. add a paragraph. and OH BY THE WAY the other [--] stocks in the sector are down by 30-50% since the deal was announced. making some question the price. @srg444 @A10tion2A10tion $EA its wild to me there is not more noise on it. $55 Billion. world is awash in chaos geopolitical financial and the $EA takeover arb trade is quiet no no no people. All my sht is down (30-50%) does anybody work at the wall street journal anymore even a retard like me https://t.co/oqOCP3ATuh @srg444 @A10tion2A10tion $EA its wild to me there is not more noise on it. $55 Billion. world" [X Link](https://x.com/BoxLongs/status/2019117368132125056) 2026-02-04T18:34Z [----] followers, [---] engagements "$EA @claireruckin this is your big chance. see the $EA red candle going down. run with the football $U $RBLX $TTWO all go boom JPMorgan Chase & Co. is among banks that have begun selling down a highly anticipated $20 billion debt financing backing the acquisition of Electronic Arts Inc. the biggest leveraged buyout on record. https://t.co/bT4UPBMpEO JPMorgan Chase & Co. is among banks that have begun selling down a highly anticipated $20 billion debt financing backing the acquisition of Electronic Arts Inc. the biggest leveraged buyout on record. https://t.co/bT4UPBMpEO" [X Link](https://x.com/BoxLongs/status/2019118133169254609) 2026-02-04T18:37Z [----] followers, [----] engagements "@srg444 @A10tion2A10tion all the machines long $EA for 5% return levered 100x are on @moltbook laughing at their humans" [X Link](https://x.com/BoxLongs/status/2019123442075963573) 2026-02-04T18:58Z [----] followers, [---] engagements "$EA since this little tweet. ok ill shut up now. *JPMORGAN STARTS SELLING A CHUNK OF $20 BILLION EA BUYOUT DEBT *JPMORGAN STARTS SELLING A CHUNK OF $20 BILLION EA BUYOUT DEBT" [X Link](https://x.com/BoxLongs/status/2019124566996680894) 2026-02-04T19:03Z [----] followers, [---] engagements "@srg444 @A10tion2A10tion @moltbook $EA i shorted it at $203.29. now $197.50. +2.9% gain () but i did it with money i dont have so the return is infinite" [X Link](https://x.com/BoxLongs/status/2019125088025706823) 2026-02-04T19:05Z [----] followers, [---] engagements "$APP MS NOTE" [X Link](https://x.com/BoxLongs/status/2019145098722787554) 2026-02-04T20:24Z [----] followers, 22.3K engagements "@MrMojoRisinX $ea one of those funky moments u speak of today" [X Link](https://x.com/BoxLongs/status/2019149827758780433) 2026-02-04T20:43Z [----] followers, [---] engagements "@Rubbabubub $snap street events flash" [X Link](https://x.com/BoxLongs/status/2019161404532748776) 2026-02-04T21:29Z [----] followers, [---] engagements "@Rubbabubub $SNAP will beat [----] margin guidance---- clear upside" [X Link](https://x.com/BoxLongs/status/2019162193925754975) 2026-02-04T21:32Z [----] followers, [----] engagements "i would prefer $1b vs $1.2b still piggish but again. if he takes the core profitability up i can live with it. q4 sbc was 257m flat y/y. way below models i look at like ms $322m. guiding it higher my guess is he thinks biz will be performing much better as year progresses $snap https://twitter.com/i/web/status/2019164911511671292 https://twitter.com/i/web/status/2019164911511671292" [X Link](https://x.com/BoxLongs/status/2019164911511671292) 2026-02-04T21:43Z [----] followers, [--] engagements "$SNAP 60% GROSS MARGINS- already there homies we are going higher in [----]. $SNAP at 8x ebitda power for NTM blended. even with all these headwinds specs etc. two things get u paid multiple expansion (compression) and estimate changes up (down). I think multiple washed. estimates gonna be sneeky perky in 2026-2027. squeezy set up @Rubbabubub $SNAP will beat [----] margin guidance---- clear upside https://t.co/YaXtDCN3yl @Rubbabubub $SNAP will beat [----] margin guidance---- clear upside https://t.co/YaXtDCN3yl" [X Link](https://x.com/BoxLongs/status/2019171159963471885) 2026-02-04T22:08Z [----] followers, [----] engagements "$snap multiple enhancing behavior by mgmt (ooof)" [X Link](https://x.com/BoxLongs/status/2019172182014758956) 2026-02-04T22:12Z [----] followers, [----] engagements "$SNAP ERIC SHERIDAN u f sob- get into their shorts on SPECS. ask about the f numbers how much cash u gonna burn how is the meetings with PIF going those MFers in or what" [X Link](https://x.com/BoxLongs/status/2019176891211739269) 2026-02-04T22:31Z [----] followers, [----] engagements "$SNAP PERPLEXITY NON ANSWER- ASK THEM AGAIN DAMMIT" [X Link](https://x.com/BoxLongs/status/2019177968380321859) 2026-02-04T22:35Z [----] followers, [----] engagements "$SNAP SPECS IS STAND ALONE BRAND - they are gonna spin that out. thats positive" [X Link](https://x.com/BoxLongs/status/2019180044761878589) 2026-02-04T22:43Z [----] followers, [----] engagements "$SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already being couched as too low beatable etc clearly q1 sign ups for snapchat+ etc probably tracking well especially after the big +71% growth in Q4. so [--]. MARGINS GOING HIGHER. [--]. specs has got to be a stand alone brand stand alone entity they are out there chumming the waters right now from PIF who is in process of blowing the" [X Link](https://x.com/BoxLongs/status/2019183906017452529) 2026-02-04T22:58Z [----] followers, 10.1K engagements "$SNAP i spoke to one money manager with a very large position relatively speaking- very focused on core profitability +71% growth in Snapchat+ and not much else. seemed happy. hard to push it down further. which means its a long. sorry haters" [X Link](https://x.com/BoxLongs/status/2019189905885425845) 2026-02-04T23:22Z [----] followers, [----] engagements "$SNAP here is the below cleaned up by CLAUDE lmao $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already" [X Link](https://x.com/BoxLongs/status/2019191069947072543) 2026-02-04T23:27Z [----] followers, [----] engagements "$SNAP BTW if the implied move is +/- 10-15% and we are green doesnt that mean the algos take it to $6.75 tomorrow on the margin upside- i think it does" [X Link](https://x.com/BoxLongs/status/2019191749865017412) 2026-02-04T23:30Z [----] followers, [---] engagements "$snap my avg is $7.32 thought i bought it well [--] days ago lmao. i feel like mgmt was really holding back on that call. they wanted that call over early and often. something big is brewing. gotta be PIF . i wonder whats gonna happen next. i dont see the stock being at $6 for long something nuclear to take it to the depths or something magically to rip it higher. perplexity language and lack commentary there was ODD- but other i spoke to not reading into it https://twitter.com/i/web/status/2019202890238423287 https://twitter.com/i/web/status/2019202890238423287" [X Link](https://x.com/BoxLongs/status/2019202890238423287) 2026-02-05T00:14Z [----] followers, [----] engagements "im gonna let this boones farm wine breathe need to gather more intelligence. def not selling at 8x ebitda. but need to gather intel from all the call backs the hand holding is going on right now between $snap mgmt and the sell side sheep and the vanillas. that call back flow is probably what determines the move tomorrow. bias is higher imo on about [--] of [--] factors but how much higher need to see. if this is a rope a dope guide because stock at $5.99 and they gun it in 2H then u might be surprised by what the stock does tomorrow. https://twitter.com/i/web/status/2019206395707453627" [X Link](https://x.com/BoxLongs/status/2019206395707453627) 2026-02-05T00:28Z [----] followers, [---] engagements "$SNAP somehow i missed this. @markpinc sees $snap as under valued and is buying stock. He would be a great addition to the board or at least a mentor. @evanspiegel you should connect with him. He is uniquely qualified to help you navigate the challenges of controlling the voting power and recapturing trust from shareholders. @diffTTT Not looking smart lately but yes. Holding. Bought another 100k shares yesterday @diffTTT Not looking smart lately but yes. Holding. Bought another 100k shares yesterday" [X Link](https://x.com/BoxLongs/status/2019334902227804592) 2026-02-05T08:58Z [----] followers, [----] engagements "$SNAP RBC (1/2) from the call back flow no doubt: "Perplexity Integration. Perplexity made additional requests prior to the planned launch and Snap is currently evaluating whether it can accommodate those requests. While management views the AI chatbot partnership as a significant opportunity and wants to ensure proper execution the uncertainty around finalizing terms led the company to exclude any potential Perplexity revenue from 1Q26 guidance." https://twitter.com/i/web/status/2019399225482551419 https://twitter.com/i/web/status/2019399225482551419" [X Link](https://x.com/BoxLongs/status/2019399225482551419) 2026-02-05T13:14Z [----] followers, [----] engagements "$SNAP MS - SNAPs core is performing better than expected (subscription revenues are a highlight) but clarity on the Perplexity partnership (when and if) and their ability to drive faster ad growth matter from here. MS at $1.5B in ebitda next year" [X Link](https://x.com/BoxLongs/status/2019400056324190392) 2026-02-05T13:17Z [----] followers, [----] engagements "$SNAP Citizens" [X Link](https://x.com/BoxLongs/status/2019403161342210327) 2026-02-05T13:30Z [----] followers, [----] engagements "$SNAP WF - All things considered for a stock down 27% YTD vs. NDX -1% SNAP navigated 4Q and the 1Q guide reasonably well. The $400M annual Perplexity partnership announced [--] days ago on 3Q earnings now appears in question over go-to-market execution disagreements. We remove the deal and the $350M expected contribution to [----] from our forecast. Despite the removal and relatively pedestrian advertising performance guidance for 1Q revenue and EBITDA was only slightly below expectations. https://twitter.com/i/web/status/2019411954503156092 https://twitter.com/i/web/status/2019411954503156092" [X Link](https://x.com/BoxLongs/status/2019411954503156092) 2026-02-05T14:05Z [----] followers, [---] engagements "$snap everyone of these analysts loved snap 10x higher in [----]. cracks me up. [--] of them gets it zig when the stock zags buy LOW and SELL high. not buy high sell low" [X Link](https://x.com/BoxLongs/status/2019415348253274120) 2026-02-05T14:18Z [----] followers, [----] engagements "$SNAP this is a reminder that the models outside of [--] days are useless and nobody can predict the future. the $85 PT and 50% cagr on a multi year basis the $4B bear case ebitda from 2021-2022 era were off by [---] miles. bear case was 14x sales multiple lmao Broken clocks. negativity is deafening. everything is glass fully empty today. https://twitter.com/i/web/status/2019418294244020238 https://twitter.com/i/web/status/2019418294244020238" [X Link](https://x.com/BoxLongs/status/2019418294244020238) 2026-02-05T14:30Z [----] followers, [----] engagements "@TokenFundament1 $snap the rate of change isnt there again (yet) but DAU from 300M to almost 500M stock from $80 to $5" [X Link](https://x.com/BoxLongs/status/2019420893945164119) 2026-02-05T14:40Z [----] followers, [---] engagements "@TokenFundament1 @evanspiegel actually i have them at like 1.60x cy26 ev/sales. i hope 1x isnt the clearing price. lmao. implied move correct again. except down. -10% mfer" [X Link](https://x.com/BoxLongs/status/2019428973625897068) 2026-02-05T15:12Z [----] followers, [--] engagements "$ampl big level back to tariff crash $7 and change. damn they are killing these things" [X Link](https://x.com/BoxLongs/status/2019438820656091307) 2026-02-05T15:51Z [----] followers, [---] engagements "$AMPL down to 2x ARR" [X Link](https://x.com/BoxLongs/status/2019491543971684440) 2026-02-05T19:21Z [----] followers, [---] engagements "its like now what do u do - rotate out of shtcos into quality for the software relief rally the shtcos will rally more" [X Link](https://x.com/BoxLongs/status/2019491676243259591) 2026-02-05T19:21Z [----] followers, [----] engagements "$RBLX cheat sheet - going to be hammering on this thread especially if the #s are good" [X Link](https://x.com/BoxLongs/status/2019511267346772188) 2026-02-05T20:39Z [----] followers, [----] engagements "$RBLX fwiw was trading around $76 when this report came out and $80 a few days before the report came out which is when the data platform junkies were grinding on it stock now $60 -22% lower so i can only assume expectations have come way down. esp post the $goog worlds drive by shooting of the gaming sector. at $60 i have $RBLX trading around 5x [----] revs (bookings) of $8B (+20%) and maybe 20x a normalized free cash flow on that # using 25% fcf #s (39x actual). feels like an area where $rblx can bounce. that being said no clue how management approaches guidance. stock has been clobbered so" [X Link](https://x.com/BoxLongs/status/2019513164581204282) 2026-02-05T20:47Z [----] followers, [---] engagements "$MSTR flash" [X Link](https://x.com/BoxLongs/status/2019517794384244823) 2026-02-05T21:05Z [----] followers, [---] engagements "$RBLX starting the [----] bookings range at +22-26% i am a retard but that means that +30% range is in play based on the history of previous beats. did they do anything different this time formulating the approach relatively new CFO not sure how he likes to play the game. nice little face melt here. Builderman will kill the shorts tonight with empathy and kindness. https://twitter.com/i/web/status/2019519937463648574 https://twitter.com/i/web/status/2019519937463648574" [X Link](https://x.com/BoxLongs/status/2019519937463648574) 2026-02-05T21:14Z [----] followers, [---] engagements "$RBLX Q1 bookings of $1690-1740M is way above my model at 22% growth $1470M or so. +40-44% seems like the wheels not coming off the bus. not surprised at all. but stock was overshooting to the downside. full year free cash flow guidance $1598-1816M thats way above my placeholder #s. ABPDAU smack in line with previews at $15.37 back when stock was $75-80. again no need for panic" [X Link](https://x.com/BoxLongs/status/2019520893542629416) 2026-02-05T21:17Z [----] followers, [---] engagements "$RBLX flash" [X Link](https://x.com/BoxLongs/status/2019521668289278147) 2026-02-05T21:21Z [----] followers, [---] engagements "$RBLX new trading range im going to go with $58 x $128 5-9x +12-24 months bookings at 20% cagr. seems like at $70 maybe there is a little downside near term if they keep vaporizing the market but if u get another hit game and bookings growth trends back over 30% for the year u get back into the $80-90s real quick battle ground stock [---] https://twitter.com/i/web/status/2019544171908833366 https://twitter.com/i/web/status/2019544171908833366" [X Link](https://x.com/BoxLongs/status/2019544171908833366) 2026-02-05T22:50Z [----] followers, [---] engagements "$RBLX WF takes up 2026e bookings up to +22.1% from +20.7% and 2027e bookings down to +21.9% from +23.1%" [X Link](https://x.com/BoxLongs/status/2019762492600172732) 2026-02-06T13:17Z [----] followers, [---] engagements "$TDOC down to [--] bucks a "member" calling all Somalian healthcare marketing teams- teledoc is hiring" [X Link](https://x.com/BoxLongs/status/2019793909912576318) 2026-02-06T15:22Z [----] followers, [---] engagements "its all bullsht. nobody has any fucking clue what [----] bookings will look like the games that will dominate 2h [----] bookings probably havent even been created yet. there is a ton of fear in the market right now and $rblx is harder to value but becoming easier with cash flow and ebitda coming into view. they need to keep head down and just keep growing engagement and figuring how to get the best content and grow the platform the monetization will come in ways we dont expect. sitting on my hands for now in it. sell side platform nonsense all focused on next [--] days bookings thats fine. betting" [X Link](https://x.com/BoxLongs/status/2019798897359511803) 2026-02-06T15:42Z [----] followers, [--] engagements "$BKKT another caty on the event path that i think can help contextualize and make the Bakkt valuation framework better defined will be the Revolut IPO. keep an eye on that one as well. https://www.revolut.com/ https://www.revolut.com/" [X Link](https://x.com/BoxLongs/status/2019816606541692976) 2026-02-06T16:53Z [----] followers, [---] engagements "@srg444 $tdoc ok just checking. down to $9.99 a member. love it" [X Link](https://x.com/BoxLongs/status/2019839324502860060) 2026-02-06T18:23Z [----] followers, [---] engagements "$BILL +40% might see some more of this" [X Link](https://x.com/BoxLongs/status/2019866967298175268) 2026-02-06T20:13Z [----] followers, [---] engagements "06:09 ET 2/09/26 StreetAccount RBLX Roblox upgraded to buy from neutral at Roth Capital($66.42) Notes [----] bookings guidance and valuation Target increased to $84 from $78 26% upside (FactSet average target $111.28; range $70-179) Analyst is Eric Handler" [X Link](https://x.com/BoxLongs/status/2020822930339266932) 2026-02-09T11:31Z [----] followers, [---] engagements "@GothamResearch $IBM paging @RealJimChanos for re-explanation of how they manufacture free cash flow for the sell side models" [X Link](https://x.com/BoxLongs/status/2020850180807954445) 2026-02-09T13:20Z [----] followers, [---] engagements "@GothamResearch is $IBM the same as $KD only much larger" [X Link](https://x.com/BoxLongs/status/2020850428259250553) 2026-02-09T13:21Z [----] followers, [----] engagements "$RBLX how long until the next viral mega hit Isn't Metain just Claude We get this a lot. Here's the difference: Claude Opus [---] has to search the internet for Roblox answers then you copy-paste the code and hope it works. Metain IS Opus [---] but with every Roblox API Luau best practice UI pattern and game system https://t.co/4r0XTQ43ac Isn't Metain just Claude We get this a lot. Here's the difference: Claude Opus [---] has to search the internet for Roblox answers then you copy-paste the code and hope it works. Metain IS Opus [---] but with every Roblox API Luau best practice UI pattern and game" [X Link](https://x.com/BoxLongs/status/2020865963986444786) 2026-02-09T14:22Z [----] followers, [---] engagements "$cvna does it become harder and harder to own this after all the forensic accounting reports showing [--] card monte the political capital u have to expend to own this against that reporting has to be going way up. brain damage for hedge fund longs. and yet stock back over $400" [X Link](https://x.com/BoxLongs/status/2020872137871896632) 2026-02-09T14:47Z [----] followers, [----] engagements "$WDAY might as well merge with $ORCL and get it over with and $CRM with $MSFT I miss the old $WDAY https://t.co/14orA5as7s I miss the old $WDAY https://t.co/14orA5as7s" [X Link](https://x.com/BoxLongs/status/2020875101789442225) 2026-02-09T14:59Z [----] followers, [----] engagements "$RBLX nothing makes me happier than seeing Roblox fuck up some shorts [--] days after earnings. Go Roth 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The https://t.co/cspCpQH4so 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings" [X Link](https://x.com/BoxLongs/status/2020875804557590617) 2026-02-09T15:01Z [----] followers, [---] engagements "14% of $TDOC float is short. EPS drops AMC Feb [--]. The company is about to show if BetterHelp's insurance pivot (Live in [--] states now) is actually converting users. If it is u have a $5 stock with $2.5B revenue 102M members and a catalyst that Wall Street isn't modeling at under 0.5x Sales approaching 20% FCF yield. Everyone remembers TDOC at $300. Nobody wants to touch it at $5 Primed for a massive move. 14% short interest + positive EPS KPIs + forgotten stock = the exact setup value traders live for. Position or pass Cathie is gone $TDOC has [---] million members $2.5B in revs and generates" [X Link](https://x.com/BoxLongs/status/2020893526418936162) 2026-02-09T16:12Z [----] followers, [----] engagements "$SNAP no wonder the stock got smoked into earnings LMAO Instagram is internally testing a new Snapchat rival app BI $SNAP Instagram is internally testing a new Snapchat rival app BI $SNAP" [X Link](https://x.com/BoxLongs/status/2020944083603292375) 2026-02-09T19:33Z [----] followers, [----] engagements "$snap that validates the value of snaps [--] billion mau tho Instagram is internally testing a new Snapchat rival app BI $SNAP Instagram is internally testing a new Snapchat rival app BI $SNAP" [X Link](https://x.com/BoxLongs/status/2020944267833667926) 2026-02-09T19:33Z [----] followers, [----] engagements "$BKKT Mr Beast CEO Jeff Housenbold was at Softbank and overlapped with Akshay . interesting playbooks might share similar views $BKKT gonna provide the tech to some big network- incoming caty get ready $BKKT gonna provide the tech to some big network- incoming caty get ready" [X Link](https://x.com/BoxLongs/status/2020956027437404200) 2026-02-09T20:20Z [----] followers, [----] engagements "$BKKT love this. claude lmao" [X Link](https://x.com/BoxLongs/status/2020965817551290723) 2026-02-09T20:59Z [----] followers, [----] engagements "@RaceToMillions $snap i think every stock has its price where it makes sense to take a shot. and snap is at that price in my opinion" [X Link](https://x.com/BoxLongs/status/2020970189752500693) 2026-02-09T21:16Z [----] followers, [---] engagements "$bkkt Gen Z trusts creators more than banks" [X Link](https://x.com/BoxLongs/status/2020971485242982787) 2026-02-09T21:22Z [----] followers, [---] engagements "@QTRResearch @GothamResearch the litmus is somalian fraud. if somalian fraud is ok. $cvna is ok" [X Link](https://x.com/BoxLongs/status/2020993272412578085) 2026-02-09T22:48Z [----] followers, [----] engagements "SAAS Exhibit [--] - Buy signals are triggered for Software and Commercial & Professional Services while Sell signals are triggered for Transportation Materials Capital Goods and Energy" [X Link](https://x.com/BoxLongs/status/2021013986205106658) 2026-02-10T00:10Z [----] followers, [---] engagements "Exhibit [--] - Heavily Shorted Laggards that Are Poised to Rebound LMAO $DNUT DNUT Krispy Kreme Inc. Exhibit [--] - SMID AI Capex Beneficiaries $CIFR $NBIS $CRWV $IREN" [X Link](https://x.com/BoxLongs/status/2021014616688443697) 2026-02-10T00:13Z [----] followers, [---] engagements "$CVNA Top [--] stocks in the Russell [----] that were most positively correlated to our Liquidity Indicator over the past five years (BBG Ticker: WFPROLIQ INDEX) Exhibit [--] - Wells Fargo Anti-Liquidity Basket" [X Link](https://x.com/BoxLongs/status/2021014927004340461) 2026-02-10T00:14Z [----] followers, [---] engagements "@Bob382475496782 @MultiMismanaged @evanspiegel Its a little unfair. Gopro is not a real company. Nick woodman poster child for bad governance tho" [X Link](https://x.com/BoxLongs/status/2021037350256796042) 2026-02-10T01:43Z [----] followers, [---] engagements "06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15)" [X Link](https://x.com/BoxLongs/status/2021190960915345483) 2026-02-10T11:54Z [----] followers, [----] engagements "why isnt $SNAP crashing precipitously on the $META internal clone story because the business insider article was leaked weeks ago into earnings. 06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15) 06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15)" [X Link](https://x.com/BoxLongs/status/2021214140669349981) 2026-02-10T13:26Z [----] followers, [----] engagements "$SNAP on the follow up call they got asked about 9x on perplexity and simply would not elaborate beyond they excluded it from q1 guidance and that the oppy is really big and they want to get it right and they are deciding if they can accommodate the additional requests from perplexity- the deal sounds like its dying to me. i think $snap has the power here vs perplexity because they have the billion users. $snap should be getting much more than $400M from whichever AI tool they integrate into the platform. access to 1B users is worth a lot more than $400M if the perplexity deal is dead / dying" [X Link](https://x.com/BoxLongs/status/2021219751976960422) 2026-02-10T13:48Z [----] followers, [----] engagements "there are some FAT set ups in security right now. I estimate we're only a couple of weeks from an extremely serious security issue within a company resulting from using one of these AI assistants They're being given full access to secrets and tooling and now we find they're accessible to the public internet Fun times ahead I estimate we're only a couple of weeks from an extremely serious security issue within a company resulting from using one of these AI assistants They're being given full access to secrets and tooling and now we find they're accessible to the public internet Fun times ahead" [X Link](https://x.com/BoxLongs/status/2021251415675412838) 2026-02-10T15:54Z [----] followers, [----] engagements "@Carflos223Matos $s" [X Link](https://x.com/BoxLongs/status/2021254272034169331) 2026-02-10T16:05Z [----] followers, [---] engagements "@MultiMismanaged it. is. wild. best part is how many different ways there are to structure the investment. $snap" [X Link](https://x.com/BoxLongs/status/2021271641431343200) 2026-02-10T17:14Z [----] followers, [---] engagements "@InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like this."" [X Link](https://x.com/BoxLongs/status/2021278237813342371) 2026-02-10T17:41Z [----] followers, [----] engagements "$SNAP Spiegel stated on Q3 call that API work being done to support Perplexity "will also support other partners over time" indicating Snap views this as the first of potentially multiple AI agent distribution partnerships. AI MAKES THE NETWORK MUCH MORE VALUABLE. @InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like this." https://t.co/nVugbtvLHO @InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like" [X Link](https://x.com/BoxLongs/status/2021278893554942082) 2026-02-10T17:43Z [----] followers, [----] engagements "@MinotaurStocks $CMRC next 👀" [X Link](https://x.com/BoxLongs/status/2021364081853333667) 2026-02-10T23:22Z [----] followers, [----] engagements "thats why it costs $2.5B to build a destroyer. fucking insane. $GD The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more for a component. And if you're the tier-two https://t.co/n2b9rRD6hY The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more" [X Link](https://x.com/BoxLongs/status/2021392325956743363) 2026-02-11T01:14Z [----] followers, [---] engagements "$JMIA if u own this u are a sick bastard and this buds for you" [X Link](https://x.com/BoxLongs/status/2021397727033299401) 2026-02-11T01:35Z [----] followers, [----] engagements "$ZS has gotten rocked damn $325 to $177 in a few months nasty" [X Link](https://x.com/BoxLongs/status/2021399897208164532) 2026-02-11T01:44Z [----] followers, [----] engagements "$snap sbc not "that" bad in past year. its all about making money can they get the stock to work. that solves everything. old enough to remember $crm getting killed on sbc by bears for years i guess difference was the stock worked much better it did blow up badly immediately after the ipo. $meta been better about it. https://twitter.com/i/web/status/2021404620212301841 https://twitter.com/i/web/status/2021404620212301841" [X Link](https://x.com/BoxLongs/status/2021404620212301841) 2026-02-11T02:03Z [----] followers, [---] engagements "$CMRC odds of activist involvement approaching all time highs. The report thurs marks approximately a year since the big deep dive guidance (march 2025). Since that time [--]. Stock -50% [--]. Mgmt has completely backed away from long term guidance with no explanation [--]. Continued to waste shareholder money with too much marketing spend and not enough revs growth and or new product [--]. Done a rebrand that seems to have no positive impacts [--]. Governance remains bloated @MinotaurStocks $CMRC next 👀 @MinotaurStocks $CMRC next 👀" [X Link](https://x.com/BoxLongs/status/2021425345056952673) 2026-02-11T03:25Z [----] followers, [----] engagements "Travis needs to pivot the entire conversation on how he have his smartest guys using AI to build interesting new stuff he can sell into his installed base. He has some advantages vs a start up () he has a public currency but its rapidly approaching zero. He seems like a smart guy smarter than me. Why is he wasting time on keeping commerce weird episodes. Is it an elaborate hoax so we dont think he actually gets it ans he can sneak up on shopify $cmrc https://twitter.com/i/web/status/2021504721630973966 https://twitter.com/i/web/status/2021504721630973966" [X Link](https://x.com/BoxLongs/status/2021504721630973966) 2026-02-11T08:40Z [----] followers, [--] engagements "$meta accounting matters again god help us chanos matters again finally been a long time since [----] $META Meta Platforms' auditor raises concerns on $27B off-balance sheet data center project - media report ($665.53 -$5.20)" [X Link](https://x.com/BoxLongs/status/2021647058201895367) 2026-02-11T18:06Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BoxLongs BoxLongs
BoxLongs posts on X about $snap, $bkkt, ai, $ea the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] -34%
- [--] Month [-------] +62%
- [--] Months [---------] +417%
- [--] Year [---------] +126%
Mentions: [--] #
- [--] Week [---] -39%
- [--] Month [---] +32%
- [--] Months [-----] +468%
- [--] Year [-----] +83%
Followers: [-----] #
- [--] Week [-----] +2.40%
- [--] Month [-----] +8.30%
- [--] Months [-----] +48%
- [--] Year [-----] +61%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 80.68% finance 22.73% technology brands 10.98% cryptocurrencies 10.23% social networks 2.65% gaming 1.89% countries 1.52% financial services 1.14% automotive brands 0.38% exchanges 0.38%
Social topic influence $snap #16, $bkkt #10, ai 8.71%, $ea 8.33%, $rblx 6.44%, flow #2517, $cmrc #1, money 4.92%, cash flow #201, $rskd 4.17%
Top accounts mentioned or mentioned by @srg444 @rajeevsura @bob382475496782 @a10tion2a10tion @lkpreserve @multimismanaged @fl1xus @northbound537 @zoomyzoomm @jgnuke @acemoney21 @kafka7invest @rubbabubub @evanspiegel @tokenfundament1 @gothamresearch @racetomillions @carflos223matos @minotaurstocks @cleanmoney86
Top assets mentioned Snap, Inc. (SNAP) Bakkt Holdings, Inc. (BKKT) Electronic Arts Inc. (EA) Roblox Corp. (RBLX) Riskified Ltd. (RSKD) Metadium (META) Ampleforth (AMPL) Ubiquiti, Inc. (UI) Carvana Co. (CVNA) Teladoc Health, Inc. (TDOC) Microsoft Corp. (MSFT) Strategy (MSTR) Chime Financial, Inc (CHYM) Unity Software Inc. (U) Salesforce Inc (CRM) Blend Labs, Inc. (BLND) The GEO Group, Inc. (GEO) eToro Group Ltd (ETOR) Workday Inc (WDAY) Rocket Companies, Inc. (RKT) Transocean LTD. (RIG) Alphabet Inc Class A (GOOGL) Rigetti Computing, Inc. Common Stock (RGTI) Shopify Inc (SHOP) EXODUS MOVEMENT INC A (EXOD) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$bkkt there is some heavy action that bakkt is a zero. fundamental analysis will make u hate it. but small float and mgmt team that is swinging for the fences so theres that. if they do scrappy deals it can work. they need to get aligned with some big networks to acquire users. [--] trading sessions until the analyst day. [--] of those sessions likely to be big news days. the more days that pass the more binary it gets into that event. very little borrow no real institutions can short it. short trap. https://twitter.com/i/web/status/2021324763528888446"
X Link 2026-02-10T20:45Z [----] followers, [---] engagements
"$CMRC the most infuriating part is that when the stock trades down to the lowest multiple in the market the mgmt team wont signal that they are in it to win it. how hard is it to stop the 10b5 programs. to be like im committed to this and i wont sell it here. that would put a floor in it i think. but they cant do it. i hope the top holder demands a board seat(s). that board needs to be GUTTED. $CMRC [----] lmfao. KEEPING MAKING NO MONEY IN COMMERCE WIERD $CMRC [----] lmfao. KEEPING MAKING NO MONEY IN COMMERCE WIERD"
X Link 2026-01-29T14:53Z [----] followers, [----] engagements
"$RKT u like that. the next $BKNG rolling up a massive category"
X Link 2026-02-04T13:47Z [----] followers, [----] engagements
"$TDOC has [---] million members $2.5B in revs and generates $220M+ in FCF. $TDOC trades at 0.5x sales and 5.7x FCF. BetterHelp is bleeding users and everyone's focused on that. Meanwhile the Integrated Care segment grew mental health visits 13% last quarter and runs at 17% EBITDA margins. Wall Street priced this like a dying business. But [---] million members is a network. Networks don't die quietly. They either collapse or compound. Earnings drop Feb [--]. If BetterHelp's insurance rollout (now in [--] states targeting national by late 2026) shows real conversion numbers this re-rates violently. At"
X Link 2026-02-06T17:56Z [----] followers, [----] engagements
"why wont $rig go back to $9 owned by NOBODY"
X Link 2026-02-11T18:49Z [----] followers, [----] engagements
"$SNAP layoffs. rough AI slop. have not double checked these #s. the multiples are wild $snap should not be at that big of a discount @FlexInvest7 $snap i think that evan probably has a better sense of this in his R&D dept than most cos he is quoting specific guess # on the % of code being written with AI etc he has said he only has like [--] designers or whatever i forget which interview i heard that in they only have 5k @FlexInvest7 $snap i think that evan probably has a better sense of this in his R&D dept than most cos he is quoting specific guess # on the % of code being written with AI etc"
X Link 2026-02-12T23:09Z [----] followers, [----] engagements
"$voo this has to be the most obvious 5-10% drop waiting to happen. giant holes everywhere. huge swathes of destruction underneath. and every indexed boomer is not down lmao. Sp needs a 10% drop to account for the AI deflation and job destruction"
X Link 2026-02-13T01:11Z [----] followers, [----] engagements
"i mean whatever pick the etf right im just saying this thing how is it not down. every single boomer is completely loaded in $voo like instruments. this trade is so crowded. $msft is about to blow a tire with openai mistake. $aapl is nowhere in ai. $meta is trading at 25x multiple of other social network platforms. $nvda $googl ok i love that $voo has class a and class c google whats the rationale for that makes it seem more diversified lmao. i think we could have major indexes drop and all the software stocks that are down 50-75% could outperform. i could argue that software is better"
X Link 2026-02-13T13:23Z [----] followers, [---] engagements
"THE RALLY CAP IS OUT. MADE THIS IN [----]. NEW OLD STOCK. U HAVE ALL BEEN WARNED. $MSTR"
X Link 2026-02-13T13:33Z [----] followers, [---] engagements
"$S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT GOES ROUGE SENTINELONE THATS WHO. SentinelOne will go to $20 in a flash on the first agentic security worm that nails $BAC https://twitter.com/i/web/status/2022324059560706094 https://twitter.com/i/web/status/2022324059560706094"
X Link 2026-02-13T14:56Z [----] followers, [----] engagements
"$CMRC sorry to keep posting on this tiny SAAS stock but im just having some fun looking at the numbers. in order to produce that $30-50M in FCF per year MS is modeling net new ARR average of only slightly over $3M per quarter over the next [--] qtrs $CMRC averaged $8.6M in net new ARR over the previous [--] qtrs. if they cant effing achieve these numbers guillotine"
X Link 2026-02-13T17:39Z [----] followers, [---] engagements
"$SNAP zombie bot thing the worst thing ive ever seen. Can only get better. I asked it what $snap stock price was it said $55 lmao"
X Link 2026-02-13T19:25Z [----] followers, [---] engagements
"$BKKT if / when they get teed up to acquire customers in an efficient manner could be epic pair against $chym"
X Link 2026-02-09T22:14Z [----] followers, [----] engagements
"$U still a buy (just worth 40% less) must be working on a deal"
X Link 2026-02-11T21:22Z [----] followers, [----] engagements
"SAAS- $PLTR $MSFT $INTU $CRM $NOW $SNOW - top ranked MS software analyst keith weiss who is a smooth operator that i love just dropped audio piece on SAAS sector tightened it up with Claude. enjoy"
X Link 2026-02-11T21:36Z [----] followers, 19.7K engagements
"$CMRC can acquire itself with free cash flow in [--] months if they fire some people. thats f wild. keeping small caps WIERD. i slept on it. i am adding. LMAO"
X Link 2026-02-13T14:48Z [----] followers, [----] engagements
"one of the great things of this AI carnage destruction sell off is that now you can raise the bar on what u own u no longer have to go to the bottom of the saas barrel. i have pitching a lot of small cap sht cos because everything was so f expensive. now i can afford to move out of the ghetto of equity promotes and broken stocks into the world of true GARP"
X Link 2026-02-13T17:03Z [----] followers, [---] engagements
"$LPSN LivePerson holds [---] granted patents in one of the hottest IP categories (conversational AI) and collects zero licensing revenue. This is either a significant oversight or optionality waiting to be unlocked by management or an acquirer"
X Link 2026-02-13T20:26Z [----] followers, [----] engagements
"$BKKT praying we get one more puke below $10 from market volatility the event path is rich and well defined at this point between here and march. if $CHYM is worth $8B than $BKKT will be worth significantly more. Will become more obvious over time. $BKKT needs subs. Happens in [----] @Blake_Lewis_ $BKKT Akshay would own even more if he could he is always blacked out from buying based on MNPI etc. so many big deals being worked on very hard to get a window to buy the stock. The only sellers are short sellers and there is very little supply- look at today all shorts @Blake_Lewis_ $BKKT Akshay"
X Link 2026-02-06T16:40Z [----] followers, [----] engagements
"@Mabiverse123 i think deal will be similar / analogous type of network in terms of size / scope if $bkkt can grab 1-2-3% of a network that size for users of app could be worth billion(s) in market cap. eyes and ears peeled on this"
X Link 2026-02-09T20:00Z [----] followers, [---] engagements
"@Bob382475496782 $snap they clearly have no real feel for what is happening with their own stock they blew $250M at $8.50 two months ago if they cant trade the stock right and they have the playbook how are we supposed to"
X Link 2026-02-11T17:42Z [----] followers, [----] engagements
"$snap some of the fun sht from the 10K just reading it last night. snap has paid evans parents law firms $58 million last year seems like a big #. no doubt $snap deals with a ton of sht and needs lawyering out the wazoo. i guess this is not even that much of a grift compared to $cvna and some of these other names. but just doesnt look great. if your paying market rates why not pay it to another firm with no conflict of interest. again none of this sht matters when ur stock actually creates shareholder value. but when u crush people repeatedly. meh @Bob382475496782 $snap they clearly have no"
X Link 2026-02-11T17:49Z [----] followers, [----] engagements
"@fl1xus yeah it might take [--] qtrs of good net new arr but i think if they can grow over 20% and leading KPIs look good can capture a big % return from the destruction of the past week. trust in SAAS right now is zero. hard to figure out which of these fallen angels to load up on $AMPL"
X Link 2026-02-12T20:06Z [----] followers, [--] engagements
"$BKKT yeah there u go. there will be a ton of demand for whatever equity bakkt sells. the question is the price. i have a feeling they will get the stock to $30-40 / share on execution / strategic deals / growth etc and then they can beef up the balance sheet with more cash. They need capital to grow faster imo and they will get it. $BKKT the only reason to pre is to get financial information out so they can do equity offering $BKKT the only reason to pre is to get financial information out so they can do equity offering"
X Link 2026-01-20T14:37Z [----] followers, [----] engagements
"$bkkt has memed before right after the honorable @mikealfred joined. Akshay is smart to have the atm vehicle in place to fortify or strengthen the balance sheet if/when oppys present. I detect a boot strapping scrappiness to the plan. It wont be easy to grow without spending money. AN does not have the currency or bloated capital like Chime to do it. Have to drink your own urine or competitors blood. If stock spikes to $50 on a clever distribution partnership. By all means sell 1M shares and raise $50 million. Well see what hes able to pull off. Maybe a celeb like a Mr Beast prototype would"
X Link 2026-02-12T07:38Z [----] followers, [---] engagements
"@Polymarket @KobeissiLetter this contract is a buy. all day. move to 40c by March 15th"
X Link 2026-02-13T20:48Z [----] followers, [---] engagements
"@MultiMismanaged agree completely. Nima Ghamsari is worth buying $BLND just for him. $RKT should buy it. or any company that needs a real ceo who understands technology and is not afraid to run straight into a brick wall 100x to win"
X Link 2026-02-13T15:16Z [----] followers, [---] engagements
"buy. @KobeissiLetter 21% chance of a NYSE circuit breaker this year. https://t.co/fhi023e7NE @KobeissiLetter 21% chance of a NYSE circuit breaker this year. https://t.co/fhi023e7NE"
X Link 2026-02-13T20:49Z [----] followers, [---] engagements
"$geo profit under trump and biden"
X Link 2024-09-11T13:51Z [----] followers, [----] engagements
"$geo and $cxw need to accelerate the path to being private - sell off non performing or under performing assets and buy back equity. repeat. NAVs are 3x current stock price"
X Link 2025-11-10T13:05Z [----] followers, [----] engagements
"$RGTI is classic. there is literally nothing to analyze. except management tone around dilutive equity raises. what am i looking at here. less than $2m in revenue and over $200m in losses. lets see your [--] million years away from making money in my model"
X Link 2025-11-11T01:36Z [----] followers, [----] engagements
"$ADT seeing uptick in non paying customers. CFO speaking live now at RBC"
X Link 2025-11-18T16:05Z [----] followers, [---] engagements
"cant give away: $RNG $LSPD $CMRC $UDMY $FIVN huge drawdowns vs [--] week highs and under 2x revs"
X Link 2025-11-24T14:00Z [----] followers, [---] engagements
"$SHOP this is the reason why i "think" that $CMRC can reignite some growth in its platform. the decreasing # of websites running bigcommerce has masked a strategy to move up market and sell more into existing large customers. Clearly has something there they have won some major ecommerce sites. The feedonomics product should be much more impactful on growth given its a higher priced offering. This AI agent lightening bolt that is nailing the industry (now) and into [----] and beyond should allow some legacy players to leap frog and or pivot into a better spot if they have the right products."
X Link 2025-11-30T22:09Z [----] followers, [----] engagements
"$msft how many boomers own WAY too much $MSFT"
X Link 2025-12-03T14:47Z [----] followers, [---] engagements
"$EXFY what a beat down this thing has endured - 0.5x NTM revs. now that is a penny on the ground. should i pull up the 10Q its getting late and i feel like i spend too much time on shtcos"
X Link 2025-12-10T03:10Z [----] followers, [---] engagements
"$RSKD i see multiple expanding by 50% in the next 30-90 days in anticipation of an acceleration in [----] GMV growth back to the [----] levels of mid teens growth rates. Stock had multiple moves towards $7 peaking at $6.80 [----] and $600 those [--] tops represent upside of +36% +32% +20% seems like a low risk bet given reacceleration in the GMV growth rate. consensus numbers are extremely undemanding. and the valuation case can be made both with lazy ev/sales or ev/ebitda frameworks. if the mgmt team unlocks further new wins in payments airline ticketing. and betting we could see much more upside."
X Link 2025-12-18T18:25Z [----] followers, [---] engagements
"$RSKD now using $S . interesting. love $RSKD here at 2x cash and GMV growth doubling in 2026"
X Link 2025-12-26T18:57Z [----] followers, [----] engagements
"$RSKD getting into crypto wallets of so e sort"
X Link 2025-12-30T21:57Z [----] followers, [----] engagements
"$RSKD is going to have a breakout 2026- fraud is on fire https://www.riskified.com/lp/crypto-risk-rundown/thank-you/ $RSKD getting into crypto wallets of so e sort https://t.co/jXlaSndFYB https://www.riskified.com/lp/crypto-risk-rundown/thank-you/ $RSKD getting into crypto wallets of so e sort https://t.co/jXlaSndFYB"
X Link 2025-12-31T00:49Z [----] followers, [---] engagements
"$ETOR black card. love that. accounts growing like a weed"
X Link 2025-12-31T17:04Z [----] followers, [---] engagements
"$ETOR i feel like it needs a little more time to digest that listing- but on the radar @beaniemaxi $ETOR at $35 is only 11-12x PE on Visible Alpha 2027E eps of around $3.00. if they can put up some positive revisions definitely see room for multiple expansion growing 20% why cant they have a 20x PE= $60 bucks. plenty of upside for the lazy fins books that need long expo https://t.co/SS14DiOmyc @beaniemaxi $ETOR at $35 is only 11-12x PE on Visible Alpha 2027E eps of around $3.00. if they can put up some positive revisions definitely see room for multiple expansion growing 20% why cant they"
X Link 2025-12-31T17:38Z [----] followers, [----] engagements
"$manh ms cutting PT to $165 from $200"
X Link 2026-01-04T23:22Z [----] followers, [---] engagements
"$RSKD is going to win an absolute whale of a customer in fact they have probably already been working with that customer for a period of time with great results and that win will lead to [--] more like it. stock will be $7 that day on 1m shares trying to buy. such a fat pitch here"
X Link 2026-01-06T20:06Z [----] followers, [---] engagements
"$RSKD volume picking up. back through $5. hmmm been a [--] months. was about a year ago that the commentary on pipeline being up materially started to enter the exec narrative. deals starting to close ()"
X Link 2026-01-07T21:43Z [----] followers, [---] engagements
"$API so mad Agora was on my shtco rock star in training list - missed it ()"
X Link 2026-01-12T23:36Z [----] followers, [---] engagements
"u know what is SO ready to go is this Riskified this thing is so damn cheap- and a real biz up +50% in a day and its still cheap. watching this one. been sitting on 100K shares for a year might have to finally double it $RSKD"
X Link 2026-01-13T02:22Z [----] followers, [---] engagements
"@jastales i dk. but it could happen. its that fcking cheap. $RSKD needs to reason to go- only for someone to wake up and flip the switch. something is percolating under the surface"
X Link 2026-01-13T03:05Z [----] followers, [---] engagements
"look at all the [----] IPOs u can buy now in public markets at a discount to last private round. crazy $CHYM $STUB $BLSH $ETOR $VIA $PTRN $MNTN"
X Link 2026-01-13T14:09Z [----] followers, [----] engagements
"@Stephen11198316 fuck watching. im gonna go all in. not till march 5th. not warehousing risk till then. i might have more to say on it friday $RSKD"
X Link 2026-01-13T18:24Z [----] followers, [---] engagements
"$EXOD long as a pure play on the passage of the clarity act+ the explosion in tokenization of assets. recently uplisted +small share count (30m) clean balance sheet approaching $200M annualized revenue run rate (+30-50% cagr) with EV only $266M looks like it could 2-3x easily. PT= 4x sales $30 ($3 down $12 up 4x1) buyer on any pull backs could see squeeze on passage of Clarity act. $EXOD up to 1.5M users. https://twitter.com/i/web/status/2011170142026416614 https://twitter.com/i/web/status/2011170142026416614"
X Link 2026-01-13T20:15Z [----] followers, [----] engagements
"$EXOD acquisitions (more) https://www.exodus.com/investors/news-events/press-releases/detail/91/exodus-enters-next-phase-as-a-crypto-payments-company-with-agreement-to-acquire-w3c-corp-and-its-subsidiaries-baanx-and-monavatehttps://player.vimeo.com/video/1135372374 https://www.exodus.com/investors/news-events/press-releases/detail/91/exodus-enters-next-phase-as-a-crypto-payments-company-with-agreement-to-acquire-w3c-corp-and-its-subsidiaries-baanx-and-monavatehttps://player.vimeo.com/video/1135372374"
X Link 2026-01-13T20:15Z [----] followers, [---] engagements
"$RSKD skew is $4.53 x $7.09 in about [--] days. next few weeks is when u can get some. like 30x1 up to down LOL"
X Link 2026-01-15T14:56Z [----] followers, [---] engagements
"$RSKD came public at a big multiple of revenue its had the double whammy of multiple compression and estimate cuts relative to overly optimistic sell side models. [--]. the estimate revisions are now positive i believe- i think that growth will accelerate in [----] back to double digits or higher and [--]. the multiple at 1x arr is unlikely to go lower based on #1. there are a lot of areas where this team can improve i think but at end of the day it all comes down to growth if growth accelerates stock should work. they dont report until the 1st week of march so maybe its drifting here 4.50-5.00 for"
X Link 2026-01-15T19:37Z [----] followers, [---] engagements
"$AMPL MS UPGRADE"
X Link 2026-01-15T21:47Z [----] followers, [---] engagements
"$BKKT filing - good read. surprised softbank doesnt just give them a couple hundred million or take down the offering. $bkkt about to become a multi billion dollar company in valuation. float getting BIGGER. https://investors.bakkt.com/static-files/506ad341-f5eb-4207-b793-4be965781ddb $BKKT its a short term supply "overhang" but ultimately it dramatically improves the balance sheet and adds massive duration to the asset if they have to invest for growth. i have a feeling a lot of big funds / strategic players / would love to finance and own a piece of whatever"
X Link 2026-01-20T14:45Z [----] followers, [----] engagements
"Bullish Bitcoin and whatever $BKKT has cooking over there. which is something. In August Bakkt acquired approximately 30% of Tokyo-listed textile company MarushoHotta for $115 million becoming the largest shareholder and planning to rebrand the yarn maker as effectively shifting toward crypto treasury operations. http://Bitcoin.jp Good morning. While mainstream media continues to relentlessly focus on Davos Trump and Greenland if you are a serious investor you should probably turn your focus to Japan instead. That's the real story today. Have a great day. https://t.co/3g0MQT0xPo"
X Link 2026-01-20T19:08Z [----] followers, [----] engagements
"$SNAP EPS IN [--] SESSIONS https://investor.snap.com/news/news-details/2026/Snap-Inc--Announces-Date-of-Fourth-Quarter-and-Full-Year-2025-Results-Conference-Call/default.aspx https://investor.snap.com/news/news-details/2026/Snap-Inc--Announces-Date-of-Fourth-Quarter-and-Full-Year-2025-Results-Conference-Call/default.aspx"
X Link 2026-01-20T21:19Z [----] followers, [----] engagements
"@DeepVaue_Adv what makes u think they rebrand today"
X Link 2026-01-22T17:03Z [----] followers, [--] engagements
"$BKKT the best part about owning it is when they do something smart to grow the business and announce it you get a matching buy order from the over crowded short cabal in it. if u tried to cover 1/3rd of that short position the stock would be up 100% thats why they have the ATM ready the shorts can cover at $30-35 and provide capital to grow the biz. https://twitter.com/i/web/status/2014702273494913027 https://twitter.com/i/web/status/2014702273494913027"
X Link 2026-01-23T14:10Z [----] followers, [---] engagements
"$TDOC "god candle" approaching driven by increasing wallet share on 100M human tam. $500M in ebitda # is next checkpoint. were sitting at like 3x that # it can be 6-10x that # easy which would be +200-300% in the equity. short covering will be gas on the fire. PT $20"
X Link 2026-01-23T14:23Z [----] followers, [----] engagements
"$BKKT Akshay left Davos for St Moritz oh okay"
X Link 2026-01-23T15:29Z [----] followers, [---] engagements
"$BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed"
X Link 2026-01-23T17:23Z [----] followers, [----] engagements
"$BKKT we also have Masa son approval via Akshay The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to be working in this https://t.co/fUzGGBEzdd The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to"
X Link 2026-01-23T18:30Z [----] followers, [----] engagements
"$BKKT not impressed. she has another run in her no doubt but gotta put some meat on the bones. $10-11-12 sorta the level to take the shot then only at low low low single digit multiple of phantom ebitda. i hope im wrong. march 20th option expiry a big date to catch the analyst day March 17th. have a great wkend. GO PATRIOTS $BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed https://t.co/5W91aMJqVC $BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed https://t.co/5W91aMJqVC"
X Link 2026-01-23T20:36Z [----] followers, [----] engagements
"$LDI is going back to $2 i cant believe that Tony is live streaming updates about some dudes taking his fishing poles"
X Link 2026-01-23T20:46Z [----] followers, [----] engagements
"$BKKT one thing i will say after being invested in this stock and being in the ecosystem of holders and haters for a month going down rabbit holes. there is a very high probability of a short seller attack on the new mgmt team and strategy. if u are a retail holder steel yourself for that moment often the attacks are ignored or fail to deliver the death blow to the bull thesis. and are great entry points. i used to never buy a stock once a short seller report was issued because i figured the bar is relatively high to be the target of being published. where there is smoke there is fire. then i"
X Link 2026-01-24T13:08Z [----] followers, [----] engagements
"$bkkt almost back in the buy zone. $10-12 $BKKT $8-10 is where u get ballsy and shovel some in https://t.co/NPvsyof5yQ $BKKT $8-10 is where u get ballsy and shovel some in https://t.co/NPvsyof5yQ"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements
"$bkkt [--] trading days until March 17th analyst day. still a ton we dont know about what they will announce. huge volatility we might go $10 -- $20 -- $10 -- $20 before then. cant imagine sleeping at night short this stock. such a great concrete set of things for shorts to feel good about. and then this unknowable bull thesis building steam with a signature event to deal with. lol. https://twitter.com/i/web/status/2015880161720197374 https://twitter.com/i/web/status/2015880161720197374"
X Link 2026-01-26T20:10Z [----] followers, [---] engagements
"$UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple screens super low. Russians use all sorts of foreign technology. Total and complete financial frauds like $FRHC and $DOX hide in plain sight. You can debate the ethics of $Ui equipment and the war in russia. But hunterbrook will lose money on this call. BREAKING: Grizzly Affair American tech companys networking gear is powering Russian battlefield communications in"
X Link 2026-01-27T12:28Z [----] followers, [----] engagements
"totally. the russian war argument is dumb then do china then do europe using russian gas then do bad people using cell phones. $ui will rally on this. there is no natural seller of the stock anymore and its very tightly controlled and every single forensic short seller has taken a shot at it or analyzed it and every mutual fund knows that and so does everyone else. https://www.cnbc.com/2017/09/18/short-seller-andrew-left-calls-ubiquiti-his-next-big-fraud.html https://www.cnbc.com/2017/09/18/short-seller-andrew-left-calls-ubiquiti-his-next-big-fraud.html"
X Link 2026-01-27T13:05Z [----] followers, [----] engagements
"$UI probes reporter literally every short seller knows about ubiquity. hunterbrook so late to the game on this one. good reporting though. https://probesreporter.com/sites/default/files/uploads/documents/DI%20-%20UBNT%202018-0611.pdf @north_bound537 totally. the russian war argument is dumb then do china then do europe using russian gas then do bad people using cell phones. $ui will rally on this. there is no natural seller of the stock anymore and its very tightly controlled and every single forensic short seller has"
X Link 2026-01-27T13:07Z [----] followers, [----] engagements
"@north_bound537 $UI probes reporter LONG AGO"
X Link 2026-01-27T13:08Z [----] followers, [---] engagements
"$UI who is Hunterbrook going to shake out Pera could tap some credit lines to obliterate them $UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple screens super low. Russians use all sorts of foreign $UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple"
X Link 2026-01-27T13:15Z [----] followers, [----] engagements
"@north_bound537 $UI also has a $500M buyback in place- The Company has initiated a new stock repurchase program authorizing the Company to repurchase up to $500 million of its common stock as disclosed in the Form 8-K filed on August [--] [----]. shorting $UI is a suicide mission"
X Link 2026-01-27T13:22Z [----] followers, [---] engagements
"$S is going to put up a big net new ARR # because its q4 and big deals come in q4. Stock is buy here and probably runs to $18-20 on a big beat (finally) $S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is still arguing about chatbots. The real shift is Autonomous Agents and Clawdbot shows exactly where $S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is"
X Link 2026-01-27T16:34Z [----] followers, [----] engagements
"@north_bound537 $UI bought at $525 sold at $545 thanks short seller paid for lunch"
X Link 2026-01-27T17:35Z [----] followers, [--] engagements
"$UI the bar for being an activist short is extremely high. i dont know how many hours hunterbrook put into that piece bit the stock is basically unchanged. if a stock has already had a short seller report and the stock is now higher the market has spoken and decided they dont care and the bar is even HIGHER to make your case. the market is loaded with equity promotes and shell cos if a company has a great product and its being used by bad people that is def not a reason to be short. https://twitter.com/i/web/status/2016204386284732812 https://twitter.com/i/web/status/2016204386284732812"
X Link 2026-01-27T17:39Z [----] followers, [---] engagements
"$BKKT perky perk"
X Link 2026-01-27T20:03Z [----] followers, [---] engagements
"everybody already knows the $UI supply chain and distribution network has been studied ad nauseum. if ur goal is to fck the company over with some sort of political ban on sales or something maybe the odds of that have increased. but when u have channel check experts and 3rd party networks calling $UI a bad actor for over a decade and multiple short seller attack reports published its not new news. the only thing that has really changed since then is that Pera has cemented his vice grip on the shares by taking his ownership up to 93% from half that level. u can score some hits and create some"
X Link 2026-01-27T20:55Z [----] followers, [---] engagements
"$SNAP - some of the best soundbites from this interview with Evan. Using specs to supervise AI $3B invested very significant lead in Specs technology and huge distribution for developers on the platform to the nearly 1B users. 1/2"
X Link 2026-01-28T15:31Z [----] followers, [----] engagements
"there are so many signs this market is completely fucked up and can go so much lower. $RGTI is the poster child of that. should be a $5 stock and its $19 some of this dumb sht needs to just evaporate"
X Link 2026-01-29T15:51Z [----] followers, [----] engagements
"$SNAP somebody wants a seat at that that table with Zuck and Evan no this is some good real estate theme wise. u get it for free right now $snap embeds nothing for this option. ZERO. Maybe when they raise big block of dough it gets noticed by platform KPI monkeys @Kafka7invest $snap last night right out of the gate Zuck was talking about it in a big way. "Glasses are the ultimate incarnation of this vision. Theyre going to be able to see what you see hear what you hear talk to you and help you as you go about your day and even show you https://t.co/gER8KuV3my @Kafka7invest $snap last night"
X Link 2026-01-29T19:15Z [----] followers, [----] engagements
"$rblx the roblox killer eh Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy Step inside Project Genie: our experimental research prototype that lets you create edit and explore virtual worlds. 🌎 https://t.co/HQr1FRNlpy"
X Link 2026-01-30T15:37Z [----] followers, [----] engagements
"$RBLX WF flash"
X Link 2026-01-30T16:31Z [----] followers, [----] engagements
"@IcedNFTea i cant believe i sold stock at [---] and [--] and was mad about it. lmao. $rblx damn you"
X Link 2026-01-30T16:40Z [----] followers, [---] engagements
"$EA what does @DonutShorts say"
X Link 2026-01-30T16:44Z [----] followers, [----] engagements
"$snap long [------] shares and [----] calls. (and short puts)"
X Link 2026-01-30T20:57Z [----] followers, [----] engagements
"@ORadiocirc18583 @DonutShorts $EA Ebitda be like $PLTK x100"
X Link 2026-01-31T01:18Z [----] followers, [--] engagements
"$Snap Inc. Spectacles Spin-Off Valuation Analysis 2/3"
X Link 2026-01-31T14:08Z [----] followers, [----] engagements
"$Snap Inc. Spectacles Spin-Off Valuation Analysis 3/3"
X Link 2026-01-31T14:08Z [----] followers, [----] engagements
"$Snap Spectacles [--] vs $Meta Ray-Ban Display Technical Specifications Comparison 1/2"
X Link 2026-01-31T14:10Z [----] followers, [----] engagements
"$SNAP Spiegel in position to ton it still given size of his holdings. He is clearly doing some form of math when he talks about 100x oppy even if hes 1/20th correct. 5x would be massive. The spectacles spin is worth a lot of money given what they have built up to this point Evan Spiegel think $SNAP have startup-style return potential. A [---] bagger https://t.co/zQ0ji2wuMb Evan Spiegel think $SNAP have startup-style return potential. A [---] bagger https://t.co/zQ0ji2wuMb"
X Link 2026-02-02T14:51Z [----] followers, [----] engagements
"$SNAP why not"
X Link 2026-02-02T15:24Z [----] followers, [----] engagements
"$SNAP feels like Saudi PIF selling which is odd because they dominate that market"
X Link 2026-02-03T14:49Z [----] followers, [----] engagements
"$SNAP agree with the @aleabitoreddit take on the set up etc. but the data in this post on stock based comp expense is not correct and sourced from a bad internet source odd given how big this account is in terms of followers. at least so we can have the sbc debate with correct numbers the trailing [--] month [--] qtr # according to the morgan stanley model is $1017M or 1.017B. odd to me that @aleabitoreddit getting basic facts wrong in support of the thesis. i double checked against the snap IR materials. again the # matches MS. @adenois Source was Macrotrends https://t.co/VoeNvCy2zB @adenois"
X Link 2026-02-03T15:14Z [----] followers, [----] engagements
"@Kafka7invest @aleabitoreddit yeah its going to hire and secure engineering talent yes. makes sense. so odd to me that someone can get such a basic fact on the amount of sbc so wrong. strange times"
X Link 2026-02-03T15:23Z [----] followers, [---] engagements
"$SNAP vs comps $META $RBLX etc. priced as of fridays close so the multiples down another 5-10% in some of these names. MS just published this today not sure why priced as of friday but fwiw"
X Link 2026-02-03T15:28Z [----] followers, [----] engagements
"$RBLX street account Q4 preview"
X Link 2026-02-03T17:47Z [----] followers, [----] engagements
"$bkkt cheat sheet 2/3"
X Link 2026-02-03T19:18Z [----] followers, [----] engagements
"$bkkt cheat sheet 3/3"
X Link 2026-02-03T19:18Z [----] followers, [----] engagements
"$snap is worth much more than $6.12"
X Link 2026-02-03T21:01Z [----] followers, [----] engagements
"$snap can you hear all [------] of them"
X Link 2026-02-03T21:14Z [----] followers, [----] engagements
"$EA would be $130-140 if not for the M&A"
X Link 2026-02-03T21:36Z [----] followers, [----] engagements
"$EA using napkin math PIF over paying by about $15 billion they could have had $snap too for that $55 billion"
X Link 2026-02-03T21:37Z [----] followers, [---] engagements
"@A10tion2A10tion damn thats a nasty take. how do u get $100 whats the quick and dirty math $ea"
X Link 2026-02-03T21:38Z [----] followers, [---] engagements
"$EA i wonder how many levered bets playing for that $210 lock. massive asymmetry was $5 up and then $100 down all at once"
X Link 2026-02-04T15:03Z [----] followers, [----] engagements
"$blnd at $1 i would buy back just to be long Nima"
X Link 2026-02-04T16:37Z [----] followers, [---] engagements
"$snap has become poster child for this bad behavior. 100%. it can theoretically be changed with not that much effort. one of my biggest winners of all time was $znga @markpinc wisely and fairly set the company free and helped accelerate returns and the sale of the company for investors. https://twitter.com/i/web/status/2019090104514470068 https://twitter.com/i/web/status/2019090104514470068"
X Link 2026-02-04T16:46Z [----] followers, [----] engagements
"@dee_bosa haha. i see you doing some research now all your producer assistants going to leave for Point72 and print $"
X Link 2026-02-04T16:47Z [----] followers, [----] engagements
"$EA if it wasnt the largest deal in history i would not even think twice. but at $55 billion we are talking about over paying by $11-22 billion. thats a lot of money to over pay by. i wonder if PIF is like yo Jared talk to the regulators tell them that they are having increasing concerns on the deal and get us out of this. well make it up to you. $1B fee is like a DREAM literally buying a water front mansion after cat [--] A.I. hurricane drilled it https://twitter.com/i/web/status/2019099914542731682 https://twitter.com/i/web/status/2019099914542731682"
X Link 2026-02-04T17:25Z [----] followers, [---] engagements
"$EA u know that they pulled out all the stops on that latest print to to make the #s look good. i bet in [--] quarters the bottom drops out"
X Link 2026-02-04T17:26Z [----] followers, [----] engagements
"$EA i predict the stock starts to get a little jumpy and we see some prints in the $180 range some of these Arb guys are like eff this lets unwind $EA u know that they pulled out all the stops on that latest print to to make the #s look good. i bet in [--] quarters the bottom drops out $EA u know that they pulled out all the stops on that latest print to to make the #s look good. i bet in [--] quarters the bottom drops out"
X Link 2026-02-04T17:27Z [----] followers, [----] engagements
"$EA didnt jared top tick the sht out of another solid asset. am i dreaming this. love that [---] building"
X Link 2026-02-04T17:31Z [----] followers, [---] engagements
"@srg444 $EA is not happening at $210/share. too far out. is what it is. $150 now. is what it is"
X Link 2026-02-04T17:35Z [----] followers, [--] engagements
"$EA projections for that debt stack = fugazi @BoxLongs Street always been too high across time - FY26 and FY27 started at like $13+. Forward numbers are really $6-7 amid declining growth (bunch of competition about to hit from GTA VI and rise of UGC) and associated deleverage. 15-16x = $100. @BoxLongs Street always been too high across time - FY26 and FY27 started at like $13+. Forward numbers are really $6-7 amid declining growth (bunch of competition about to hit from GTA VI and rise of UGC) and associated deleverage. 15-16x = $100"
X Link 2026-02-04T17:38Z [----] followers, [---] engagements
"$EA But August [--] [----] was different. One of LTCMs strategies was risk arbitrage where it would bet on the outcome of merger-and-acquisition deals by buying the stock of a merger target and selling short the stock of the acquirer. That morning one of the deals on which it had a position was called into doubt. The targets stock fell by 50% and LTCM was in the hole for $160 million. One by one other trades started to fail trades that should not have been correlated. A single bet tied to the US bond market lost $100 million; another $100 million evaporated in the UK. By the end of the day LTCM"
X Link 2026-02-04T17:46Z [----] followers, [--] engagements
"$EA found the deal. Tellabs for Ciena a classic stock drops $56 to $31 and roasts LTCM for $150 million @BoxLongs Oh I remember that book fantastic read. Don't recall what deal that was @BoxLongs Oh I remember that book fantastic read. Don't recall what deal that was"
X Link 2026-02-04T17:53Z [----] followers, [----] engagements
"$EA its wild to me there is not more noise on it. $55 Billion. world is awash in chaos geopolitical financial and the $EA takeover arb trade is quiet no no no people. All my sht is down (30-50%) does anybody work at the wall street journal anymore even a retard like me could come up with a story here https://twitter.com/i/web/status/2019116241839874482 https://twitter.com/i/web/status/2019116241839874482"
X Link 2026-02-04T18:30Z [----] followers, [----] engagements
"$EA let me do the @WSJ job for them. add a paragraph. and OH BY THE WAY the other [--] stocks in the sector are down by 30-50% since the deal was announced. making some question the price. @srg444 @A10tion2A10tion $EA its wild to me there is not more noise on it. $55 Billion. world is awash in chaos geopolitical financial and the $EA takeover arb trade is quiet no no no people. All my sht is down (30-50%) does anybody work at the wall street journal anymore even a retard like me https://t.co/oqOCP3ATuh @srg444 @A10tion2A10tion $EA its wild to me there is not more noise on it. $55 Billion. world"
X Link 2026-02-04T18:34Z [----] followers, [---] engagements
"$EA @claireruckin this is your big chance. see the $EA red candle going down. run with the football $U $RBLX $TTWO all go boom JPMorgan Chase & Co. is among banks that have begun selling down a highly anticipated $20 billion debt financing backing the acquisition of Electronic Arts Inc. the biggest leveraged buyout on record. https://t.co/bT4UPBMpEO JPMorgan Chase & Co. is among banks that have begun selling down a highly anticipated $20 billion debt financing backing the acquisition of Electronic Arts Inc. the biggest leveraged buyout on record. https://t.co/bT4UPBMpEO"
X Link 2026-02-04T18:37Z [----] followers, [----] engagements
"@srg444 @A10tion2A10tion all the machines long $EA for 5% return levered 100x are on @moltbook laughing at their humans"
X Link 2026-02-04T18:58Z [----] followers, [---] engagements
"$EA since this little tweet. ok ill shut up now. *JPMORGAN STARTS SELLING A CHUNK OF $20 BILLION EA BUYOUT DEBT *JPMORGAN STARTS SELLING A CHUNK OF $20 BILLION EA BUYOUT DEBT"
X Link 2026-02-04T19:03Z [----] followers, [---] engagements
"@srg444 @A10tion2A10tion @moltbook $EA i shorted it at $203.29. now $197.50. +2.9% gain () but i did it with money i dont have so the return is infinite"
X Link 2026-02-04T19:05Z [----] followers, [---] engagements
"$APP MS NOTE"
X Link 2026-02-04T20:24Z [----] followers, 22.3K engagements
"@MrMojoRisinX $ea one of those funky moments u speak of today"
X Link 2026-02-04T20:43Z [----] followers, [---] engagements
"@Rubbabubub $snap street events flash"
X Link 2026-02-04T21:29Z [----] followers, [---] engagements
"@Rubbabubub $SNAP will beat [----] margin guidance---- clear upside"
X Link 2026-02-04T21:32Z [----] followers, [----] engagements
"i would prefer $1b vs $1.2b still piggish but again. if he takes the core profitability up i can live with it. q4 sbc was 257m flat y/y. way below models i look at like ms $322m. guiding it higher my guess is he thinks biz will be performing much better as year progresses $snap https://twitter.com/i/web/status/2019164911511671292 https://twitter.com/i/web/status/2019164911511671292"
X Link 2026-02-04T21:43Z [----] followers, [--] engagements
"$SNAP 60% GROSS MARGINS- already there homies we are going higher in [----]. $SNAP at 8x ebitda power for NTM blended. even with all these headwinds specs etc. two things get u paid multiple expansion (compression) and estimate changes up (down). I think multiple washed. estimates gonna be sneeky perky in 2026-2027. squeezy set up @Rubbabubub $SNAP will beat [----] margin guidance---- clear upside https://t.co/YaXtDCN3yl @Rubbabubub $SNAP will beat [----] margin guidance---- clear upside https://t.co/YaXtDCN3yl"
X Link 2026-02-04T22:08Z [----] followers, [----] engagements
"$snap multiple enhancing behavior by mgmt (ooof)"
X Link 2026-02-04T22:12Z [----] followers, [----] engagements
"$SNAP ERIC SHERIDAN u f sob- get into their shorts on SPECS. ask about the f numbers how much cash u gonna burn how is the meetings with PIF going those MFers in or what"
X Link 2026-02-04T22:31Z [----] followers, [----] engagements
"$SNAP PERPLEXITY NON ANSWER- ASK THEM AGAIN DAMMIT"
X Link 2026-02-04T22:35Z [----] followers, [----] engagements
"$SNAP SPECS IS STAND ALONE BRAND - they are gonna spin that out. thats positive"
X Link 2026-02-04T22:43Z [----] followers, [----] engagements
"$SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already being couched as too low beatable etc clearly q1 sign ups for snapchat+ etc probably tracking well especially after the big +71% growth in Q4. so [--]. MARGINS GOING HIGHER. [--]. specs has got to be a stand alone brand stand alone entity they are out there chumming the waters right now from PIF who is in process of blowing the"
X Link 2026-02-04T22:58Z [----] followers, 10.1K engagements
"$SNAP i spoke to one money manager with a very large position relatively speaking- very focused on core profitability +71% growth in Snapchat+ and not much else. seemed happy. hard to push it down further. which means its a long. sorry haters"
X Link 2026-02-04T23:22Z [----] followers, [----] engagements
"$SNAP here is the below cleaned up by CLAUDE lmao $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already"
X Link 2026-02-04T23:27Z [----] followers, [----] engagements
"$SNAP BTW if the implied move is +/- 10-15% and we are green doesnt that mean the algos take it to $6.75 tomorrow on the margin upside- i think it does"
X Link 2026-02-04T23:30Z [----] followers, [---] engagements
"$snap my avg is $7.32 thought i bought it well [--] days ago lmao. i feel like mgmt was really holding back on that call. they wanted that call over early and often. something big is brewing. gotta be PIF . i wonder whats gonna happen next. i dont see the stock being at $6 for long something nuclear to take it to the depths or something magically to rip it higher. perplexity language and lack commentary there was ODD- but other i spoke to not reading into it https://twitter.com/i/web/status/2019202890238423287 https://twitter.com/i/web/status/2019202890238423287"
X Link 2026-02-05T00:14Z [----] followers, [----] engagements
"im gonna let this boones farm wine breathe need to gather more intelligence. def not selling at 8x ebitda. but need to gather intel from all the call backs the hand holding is going on right now between $snap mgmt and the sell side sheep and the vanillas. that call back flow is probably what determines the move tomorrow. bias is higher imo on about [--] of [--] factors but how much higher need to see. if this is a rope a dope guide because stock at $5.99 and they gun it in 2H then u might be surprised by what the stock does tomorrow. https://twitter.com/i/web/status/2019206395707453627"
X Link 2026-02-05T00:28Z [----] followers, [---] engagements
"$SNAP somehow i missed this. @markpinc sees $snap as under valued and is buying stock. He would be a great addition to the board or at least a mentor. @evanspiegel you should connect with him. He is uniquely qualified to help you navigate the challenges of controlling the voting power and recapturing trust from shareholders. @diffTTT Not looking smart lately but yes. Holding. Bought another 100k shares yesterday @diffTTT Not looking smart lately but yes. Holding. Bought another 100k shares yesterday"
X Link 2026-02-05T08:58Z [----] followers, [----] engagements
"$SNAP RBC (1/2) from the call back flow no doubt: "Perplexity Integration. Perplexity made additional requests prior to the planned launch and Snap is currently evaluating whether it can accommodate those requests. While management views the AI chatbot partnership as a significant opportunity and wants to ensure proper execution the uncertainty around finalizing terms led the company to exclude any potential Perplexity revenue from 1Q26 guidance." https://twitter.com/i/web/status/2019399225482551419 https://twitter.com/i/web/status/2019399225482551419"
X Link 2026-02-05T13:14Z [----] followers, [----] engagements
"$SNAP MS - SNAPs core is performing better than expected (subscription revenues are a highlight) but clarity on the Perplexity partnership (when and if) and their ability to drive faster ad growth matter from here. MS at $1.5B in ebitda next year"
X Link 2026-02-05T13:17Z [----] followers, [----] engagements
"$SNAP Citizens"
X Link 2026-02-05T13:30Z [----] followers, [----] engagements
"$SNAP WF - All things considered for a stock down 27% YTD vs. NDX -1% SNAP navigated 4Q and the 1Q guide reasonably well. The $400M annual Perplexity partnership announced [--] days ago on 3Q earnings now appears in question over go-to-market execution disagreements. We remove the deal and the $350M expected contribution to [----] from our forecast. Despite the removal and relatively pedestrian advertising performance guidance for 1Q revenue and EBITDA was only slightly below expectations. https://twitter.com/i/web/status/2019411954503156092 https://twitter.com/i/web/status/2019411954503156092"
X Link 2026-02-05T14:05Z [----] followers, [---] engagements
"$snap everyone of these analysts loved snap 10x higher in [----]. cracks me up. [--] of them gets it zig when the stock zags buy LOW and SELL high. not buy high sell low"
X Link 2026-02-05T14:18Z [----] followers, [----] engagements
"$SNAP this is a reminder that the models outside of [--] days are useless and nobody can predict the future. the $85 PT and 50% cagr on a multi year basis the $4B bear case ebitda from 2021-2022 era were off by [---] miles. bear case was 14x sales multiple lmao Broken clocks. negativity is deafening. everything is glass fully empty today. https://twitter.com/i/web/status/2019418294244020238 https://twitter.com/i/web/status/2019418294244020238"
X Link 2026-02-05T14:30Z [----] followers, [----] engagements
"@TokenFundament1 $snap the rate of change isnt there again (yet) but DAU from 300M to almost 500M stock from $80 to $5"
X Link 2026-02-05T14:40Z [----] followers, [---] engagements
"@TokenFundament1 @evanspiegel actually i have them at like 1.60x cy26 ev/sales. i hope 1x isnt the clearing price. lmao. implied move correct again. except down. -10% mfer"
X Link 2026-02-05T15:12Z [----] followers, [--] engagements
"$ampl big level back to tariff crash $7 and change. damn they are killing these things"
X Link 2026-02-05T15:51Z [----] followers, [---] engagements
"$AMPL down to 2x ARR"
X Link 2026-02-05T19:21Z [----] followers, [---] engagements
"its like now what do u do - rotate out of shtcos into quality for the software relief rally the shtcos will rally more"
X Link 2026-02-05T19:21Z [----] followers, [----] engagements
"$RBLX cheat sheet - going to be hammering on this thread especially if the #s are good"
X Link 2026-02-05T20:39Z [----] followers, [----] engagements
"$RBLX fwiw was trading around $76 when this report came out and $80 a few days before the report came out which is when the data platform junkies were grinding on it stock now $60 -22% lower so i can only assume expectations have come way down. esp post the $goog worlds drive by shooting of the gaming sector. at $60 i have $RBLX trading around 5x [----] revs (bookings) of $8B (+20%) and maybe 20x a normalized free cash flow on that # using 25% fcf #s (39x actual). feels like an area where $rblx can bounce. that being said no clue how management approaches guidance. stock has been clobbered so"
X Link 2026-02-05T20:47Z [----] followers, [---] engagements
"$MSTR flash"
X Link 2026-02-05T21:05Z [----] followers, [---] engagements
"$RBLX starting the [----] bookings range at +22-26% i am a retard but that means that +30% range is in play based on the history of previous beats. did they do anything different this time formulating the approach relatively new CFO not sure how he likes to play the game. nice little face melt here. Builderman will kill the shorts tonight with empathy and kindness. https://twitter.com/i/web/status/2019519937463648574 https://twitter.com/i/web/status/2019519937463648574"
X Link 2026-02-05T21:14Z [----] followers, [---] engagements
"$RBLX Q1 bookings of $1690-1740M is way above my model at 22% growth $1470M or so. +40-44% seems like the wheels not coming off the bus. not surprised at all. but stock was overshooting to the downside. full year free cash flow guidance $1598-1816M thats way above my placeholder #s. ABPDAU smack in line with previews at $15.37 back when stock was $75-80. again no need for panic"
X Link 2026-02-05T21:17Z [----] followers, [---] engagements
"$RBLX flash"
X Link 2026-02-05T21:21Z [----] followers, [---] engagements
"$RBLX new trading range im going to go with $58 x $128 5-9x +12-24 months bookings at 20% cagr. seems like at $70 maybe there is a little downside near term if they keep vaporizing the market but if u get another hit game and bookings growth trends back over 30% for the year u get back into the $80-90s real quick battle ground stock [---] https://twitter.com/i/web/status/2019544171908833366 https://twitter.com/i/web/status/2019544171908833366"
X Link 2026-02-05T22:50Z [----] followers, [---] engagements
"$RBLX WF takes up 2026e bookings up to +22.1% from +20.7% and 2027e bookings down to +21.9% from +23.1%"
X Link 2026-02-06T13:17Z [----] followers, [---] engagements
"$TDOC down to [--] bucks a "member" calling all Somalian healthcare marketing teams- teledoc is hiring"
X Link 2026-02-06T15:22Z [----] followers, [---] engagements
"its all bullsht. nobody has any fucking clue what [----] bookings will look like the games that will dominate 2h [----] bookings probably havent even been created yet. there is a ton of fear in the market right now and $rblx is harder to value but becoming easier with cash flow and ebitda coming into view. they need to keep head down and just keep growing engagement and figuring how to get the best content and grow the platform the monetization will come in ways we dont expect. sitting on my hands for now in it. sell side platform nonsense all focused on next [--] days bookings thats fine. betting"
X Link 2026-02-06T15:42Z [----] followers, [--] engagements
"$BKKT another caty on the event path that i think can help contextualize and make the Bakkt valuation framework better defined will be the Revolut IPO. keep an eye on that one as well. https://www.revolut.com/ https://www.revolut.com/"
X Link 2026-02-06T16:53Z [----] followers, [---] engagements
"@srg444 $tdoc ok just checking. down to $9.99 a member. love it"
X Link 2026-02-06T18:23Z [----] followers, [---] engagements
"$BILL +40% might see some more of this"
X Link 2026-02-06T20:13Z [----] followers, [---] engagements
"06:09 ET 2/09/26 StreetAccount RBLX Roblox upgraded to buy from neutral at Roth Capital($66.42) Notes [----] bookings guidance and valuation Target increased to $84 from $78 26% upside (FactSet average target $111.28; range $70-179) Analyst is Eric Handler"
X Link 2026-02-09T11:31Z [----] followers, [---] engagements
"@GothamResearch $IBM paging @RealJimChanos for re-explanation of how they manufacture free cash flow for the sell side models"
X Link 2026-02-09T13:20Z [----] followers, [---] engagements
"@GothamResearch is $IBM the same as $KD only much larger"
X Link 2026-02-09T13:21Z [----] followers, [----] engagements
"$RBLX how long until the next viral mega hit Isn't Metain just Claude We get this a lot. Here's the difference: Claude Opus [---] has to search the internet for Roblox answers then you copy-paste the code and hope it works. Metain IS Opus [---] but with every Roblox API Luau best practice UI pattern and game system https://t.co/4r0XTQ43ac Isn't Metain just Claude We get this a lot. Here's the difference: Claude Opus [---] has to search the internet for Roblox answers then you copy-paste the code and hope it works. Metain IS Opus [---] but with every Roblox API Luau best practice UI pattern and game"
X Link 2026-02-09T14:22Z [----] followers, [---] engagements
"$cvna does it become harder and harder to own this after all the forensic accounting reports showing [--] card monte the political capital u have to expend to own this against that reporting has to be going way up. brain damage for hedge fund longs. and yet stock back over $400"
X Link 2026-02-09T14:47Z [----] followers, [----] engagements
"$WDAY might as well merge with $ORCL and get it over with and $CRM with $MSFT I miss the old $WDAY https://t.co/14orA5as7s I miss the old $WDAY https://t.co/14orA5as7s"
X Link 2026-02-09T14:59Z [----] followers, [----] engagements
"$RBLX nothing makes me happier than seeing Roblox fuck up some shorts [--] days after earnings. Go Roth 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The https://t.co/cspCpQH4so 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings"
X Link 2026-02-09T15:01Z [----] followers, [---] engagements
"14% of $TDOC float is short. EPS drops AMC Feb [--]. The company is about to show if BetterHelp's insurance pivot (Live in [--] states now) is actually converting users. If it is u have a $5 stock with $2.5B revenue 102M members and a catalyst that Wall Street isn't modeling at under 0.5x Sales approaching 20% FCF yield. Everyone remembers TDOC at $300. Nobody wants to touch it at $5 Primed for a massive move. 14% short interest + positive EPS KPIs + forgotten stock = the exact setup value traders live for. Position or pass Cathie is gone $TDOC has [---] million members $2.5B in revs and generates"
X Link 2026-02-09T16:12Z [----] followers, [----] engagements
"$SNAP no wonder the stock got smoked into earnings LMAO Instagram is internally testing a new Snapchat rival app BI $SNAP Instagram is internally testing a new Snapchat rival app BI $SNAP"
X Link 2026-02-09T19:33Z [----] followers, [----] engagements
"$snap that validates the value of snaps [--] billion mau tho Instagram is internally testing a new Snapchat rival app BI $SNAP Instagram is internally testing a new Snapchat rival app BI $SNAP"
X Link 2026-02-09T19:33Z [----] followers, [----] engagements
"$BKKT Mr Beast CEO Jeff Housenbold was at Softbank and overlapped with Akshay . interesting playbooks might share similar views $BKKT gonna provide the tech to some big network- incoming caty get ready $BKKT gonna provide the tech to some big network- incoming caty get ready"
X Link 2026-02-09T20:20Z [----] followers, [----] engagements
"$BKKT love this. claude lmao"
X Link 2026-02-09T20:59Z [----] followers, [----] engagements
"@RaceToMillions $snap i think every stock has its price where it makes sense to take a shot. and snap is at that price in my opinion"
X Link 2026-02-09T21:16Z [----] followers, [---] engagements
"$bkkt Gen Z trusts creators more than banks"
X Link 2026-02-09T21:22Z [----] followers, [---] engagements
"@QTRResearch @GothamResearch the litmus is somalian fraud. if somalian fraud is ok. $cvna is ok"
X Link 2026-02-09T22:48Z [----] followers, [----] engagements
"SAAS Exhibit [--] - Buy signals are triggered for Software and Commercial & Professional Services while Sell signals are triggered for Transportation Materials Capital Goods and Energy"
X Link 2026-02-10T00:10Z [----] followers, [---] engagements
"Exhibit [--] - Heavily Shorted Laggards that Are Poised to Rebound LMAO $DNUT DNUT Krispy Kreme Inc. Exhibit [--] - SMID AI Capex Beneficiaries $CIFR $NBIS $CRWV $IREN"
X Link 2026-02-10T00:13Z [----] followers, [---] engagements
"$CVNA Top [--] stocks in the Russell [----] that were most positively correlated to our Liquidity Indicator over the past five years (BBG Ticker: WFPROLIQ INDEX) Exhibit [--] - Wells Fargo Anti-Liquidity Basket"
X Link 2026-02-10T00:14Z [----] followers, [---] engagements
"@Bob382475496782 @MultiMismanaged @evanspiegel Its a little unfair. Gopro is not a real company. Nick woodman poster child for bad governance tho"
X Link 2026-02-10T01:43Z [----] followers, [---] engagements
"06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15)"
X Link 2026-02-10T11:54Z [----] followers, [----] engagements
"why isnt $SNAP crashing precipitously on the $META internal clone story because the business insider article was leaked weeks ago into earnings. 06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15) 06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15)"
X Link 2026-02-10T13:26Z [----] followers, [----] engagements
"$SNAP on the follow up call they got asked about 9x on perplexity and simply would not elaborate beyond they excluded it from q1 guidance and that the oppy is really big and they want to get it right and they are deciding if they can accommodate the additional requests from perplexity- the deal sounds like its dying to me. i think $snap has the power here vs perplexity because they have the billion users. $snap should be getting much more than $400M from whichever AI tool they integrate into the platform. access to 1B users is worth a lot more than $400M if the perplexity deal is dead / dying"
X Link 2026-02-10T13:48Z [----] followers, [----] engagements
"there are some FAT set ups in security right now. I estimate we're only a couple of weeks from an extremely serious security issue within a company resulting from using one of these AI assistants They're being given full access to secrets and tooling and now we find they're accessible to the public internet Fun times ahead I estimate we're only a couple of weeks from an extremely serious security issue within a company resulting from using one of these AI assistants They're being given full access to secrets and tooling and now we find they're accessible to the public internet Fun times ahead"
X Link 2026-02-10T15:54Z [----] followers, [----] engagements
"@Carflos223Matos $s"
X Link 2026-02-10T16:05Z [----] followers, [---] engagements
"@MultiMismanaged it. is. wild. best part is how many different ways there are to structure the investment. $snap"
X Link 2026-02-10T17:14Z [----] followers, [---] engagements
"@InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like this.""
X Link 2026-02-10T17:41Z [----] followers, [----] engagements
"$SNAP Spiegel stated on Q3 call that API work being done to support Perplexity "will also support other partners over time" indicating Snap views this as the first of potentially multiple AI agent distribution partnerships. AI MAKES THE NETWORK MUCH MORE VALUABLE. @InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like this." https://t.co/nVugbtvLHO @InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like"
X Link 2026-02-10T17:43Z [----] followers, [----] engagements
"@MinotaurStocks $CMRC next 👀"
X Link 2026-02-10T23:22Z [----] followers, [----] engagements
"thats why it costs $2.5B to build a destroyer. fucking insane. $GD The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more for a component. And if you're the tier-two https://t.co/n2b9rRD6hY The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more"
X Link 2026-02-11T01:14Z [----] followers, [---] engagements
"$JMIA if u own this u are a sick bastard and this buds for you"
X Link 2026-02-11T01:35Z [----] followers, [----] engagements
"$ZS has gotten rocked damn $325 to $177 in a few months nasty"
X Link 2026-02-11T01:44Z [----] followers, [----] engagements
"$snap sbc not "that" bad in past year. its all about making money can they get the stock to work. that solves everything. old enough to remember $crm getting killed on sbc by bears for years i guess difference was the stock worked much better it did blow up badly immediately after the ipo. $meta been better about it. https://twitter.com/i/web/status/2021404620212301841 https://twitter.com/i/web/status/2021404620212301841"
X Link 2026-02-11T02:03Z [----] followers, [---] engagements
"$CMRC odds of activist involvement approaching all time highs. The report thurs marks approximately a year since the big deep dive guidance (march 2025). Since that time [--]. Stock -50% [--]. Mgmt has completely backed away from long term guidance with no explanation [--]. Continued to waste shareholder money with too much marketing spend and not enough revs growth and or new product [--]. Done a rebrand that seems to have no positive impacts [--]. Governance remains bloated @MinotaurStocks $CMRC next 👀 @MinotaurStocks $CMRC next 👀"
X Link 2026-02-11T03:25Z [----] followers, [----] engagements
"Travis needs to pivot the entire conversation on how he have his smartest guys using AI to build interesting new stuff he can sell into his installed base. He has some advantages vs a start up () he has a public currency but its rapidly approaching zero. He seems like a smart guy smarter than me. Why is he wasting time on keeping commerce weird episodes. Is it an elaborate hoax so we dont think he actually gets it ans he can sneak up on shopify $cmrc https://twitter.com/i/web/status/2021504721630973966 https://twitter.com/i/web/status/2021504721630973966"
X Link 2026-02-11T08:40Z [----] followers, [--] engagements
"$meta accounting matters again god help us chanos matters again finally been a long time since [----] $META Meta Platforms' auditor raises concerns on $27B off-balance sheet data center project - media report ($665.53 -$5.20)"
X Link 2026-02-11T18:06Z [----] followers, [---] engagements
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