# ![@GoBirds555 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1455336179688149001.png) @GoBirds555 Neil Stanzas

Neil Stanzas posts on X about $crwd, $panw, $dhr, meta the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1455336179688149001/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455336179688149001/c:line/m:interactions.svg)

- [--] Week [-----] +24%
- [--] Month [------] +125%
- [--] Months [------] -89%
- [--] Year [-------] -36%

### Mentions: [--] [#](/creator/twitter::1455336179688149001/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455336179688149001/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +120%
- [--] Months [---] +5.10%
- [--] Year [---] -39%

### Followers: [---] [#](/creator/twitter::1455336179688149001/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455336179688149001/c:line/m:followers.svg)

- [--] Week [---] +0.88%
- [--] Month [---] +4.10%
- [--] Months [---] +16%
- [--] Year [---] +52%

### CreatorRank: [---------] [#](/creator/twitter::1455336179688149001/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455336179688149001/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands)  [us election](/list/us-election) 

**Social topic influence**
[$crwd](/topic/$crwd), [$panw](/topic/$panw), [$dhr](/topic/$dhr), [meta](/topic/meta), [$zs](/topic/$zs), [$mndy](/topic/$mndy), [$veev](/topic/$veev), [money](/topic/money), [stocks](/topic/stocks), [$vst](/topic/$vst)

**Top accounts mentioned or mentioned by**
[@investornick](/creator/undefined) [@sleepysolcap](/creator/undefined) [@svtechie](/creator/undefined) [@jotrader4](/creator/undefined) [@blondesnmoney](/creator/undefined) [@daveyjuice](/creator/undefined) [@fundaminv](/creator/undefined) [@jbulltard1](/creator/undefined) [@longonlylarry](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@optionsmir](/creator/undefined) [@narmacnetworth](/creator/undefined) [@conversetech](/creator/undefined) [@ruthcapital](/creator/undefined) [@cuibonocapital](/creator/undefined) [@dampedspring](/creator/undefined) [@bigbullcap](/creator/undefined) [@qcapital2020](/creator/undefined) [@masterhedge](/creator/undefined) [@chriseisener](/creator/undefined)

**Top assets mentioned**
[Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Danaher Corporation (DHR)](/topic/$dhr) [Zscaler Inc (ZS)](/topic/$zs) [monday.com Ltd. (MNDY)](/topic/$mndy) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Vistra, Corp. (VST)](/topic/$vst) [Dash (DASH)](/topic/$dash) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [CatCoin (CAT)](/topic/$cat) [Fortinet Inc (FTNT)](/topic/$ftnt) [Brinker International, Inc. (EAT)](/topic/$eat) [Cheeseball (CB)](/topic/$cb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Now Coin (NOW)](/topic/$now) [Merck & Co., Inc. (MRK)](/topic/$mrk) [S&P Global Inc (SPGI)](/topic/$spgi) [CyberArk Software Ltd. (CYBR)](/topic/$cybr) [Snowflake Inc. (SNOW)](/topic/$snow) [Deere & Company (DE)](/topic/$de) [Eli Lilly and Company (LLY)](/topic/$lly) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Microsoft Corp. (MSFT)](/topic/$msft) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Accenture (ACN)](/topic/$acn) [Toast, Inc. (TOST)](/topic/$tost) [GammaSwap (GS)](/topic/$gs) [Exxon Mobil (XOM)](/topic/$xom) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Workday Inc (WDAY)](/topic/$wday) [Cloudflare, Inc. (NET)](/topic/$net) [April (APRIL)](/topic/april) [Constellation Energy Corp (CEG)](/topic/$ceg) [Tesla, Inc. (TSLA)](/topic/tesla) [Apple, Inc. (AAPL)](/topic/$aapl) [MongoDB, Inc. (MDB)](/topic/$mdb) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [CyberConnect (CYBER)](/topic/cyber) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Capital One Financial Corp. (COF)](/topic/$cof) [Salesforce Inc (CRM)](/topic/$crm) [Datadog Inc (DDOG)](/topic/$ddog) [Adobe, Inc. (ADBE)](/topic/$adbe) [CME Group Inc (CME)](/topic/$cme) [Oxygen (OXY)](/topic/$oxy) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Limitus (LMT)](/topic/$lmt) [Shopify Inc (SHOP)](/topic/$shop) [Okta Inc (OKTA)](/topic/$okta) [McDonald's Corp (MCD)](/topic/$mcd) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Gains (GAINS)](/topic/gains) [SoundHound AI, Inc. Class A Common Stock (SOUN)](/topic/$soun)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@jasondebolt Chipotle is raising prices and tesla is cutting"  
[X Link](https://x.com/GoBirds555/status/1651248839473483776)  2023-04-26T15:36Z [---] followers, [--] engagements


"@JoTrader4 Here comes $CRWD. [---] approaching fast"  
[X Link](https://x.com/GoBirds555/status/1659217625241493504)  2023-05-18T15:21Z [--] followers, [--] engagements


"Market melting up. $CRWD $SNOW $GOOG"  
[X Link](https://x.com/GoBirds555/status/1659249684429275165)  2023-05-18T17:28Z [---] followers, [--] engagements


"@JoTrader4 Not $TSLA finally some volume coming in here and taking out pre ER level"  
[X Link](https://x.com/GoBirds555/status/1660733993485062150)  2023-05-22T19:46Z [--] followers, [--] engagements


"@ProblemSniper They are playing $SNOW ER"  
[X Link](https://x.com/GoBirds555/status/1661451048580534282)  2023-05-24T19:16Z [--] followers, [--] engagements


"@smartertrader $SNOW Amzn cloud might bone them"  
[X Link](https://x.com/GoBirds555/status/1661451326331518978)  2023-05-24T19:17Z [---] followers, [----] engagements


"@BigBullCap $SNOW raining on my parade today. hopefully gaps a little low at open so i can sell my 162.5p's I bought as hedge"  
[X Link](https://x.com/GoBirds555/status/1661717633148788736)  2023-05-25T12:55Z [--] followers, [--] engagements


"@1TraderZ any thoughts on $ORCL. still cheap at a fwd basis 18x they are gonna be helped a lot by Generative AI their whole business is holding a shit load of data. ATH today also in the NVDA press release"  
[X Link](https://x.com/GoBirds555/status/1661793377656926208)  2023-05-25T17:56Z [--] followers, [--] engagements


"@addyshake_ @qcapital2020 I think the street is bearish and value bros are pumping it on twitter. It was the other way around for meta"  
[X Link](https://x.com/GoBirds555/status/1661812634465828877)  2023-05-25T19:13Z [--] followers, [--] engagements


"@qcapital2020 By $CRWD and forget"  
[X Link](https://x.com/GoBirds555/status/1663673786263121923)  2023-05-30T22:28Z [--] followers, [--] engagements


"@JoTrader4 here we go $TSLA"  
[X Link](https://x.com/GoBirds555/status/1666823831967629312)  2023-06-08T15:05Z [---] followers, [--] engagements


"@BigBullCap I mean they IPOd the stock they kept it afloat all last year while downgrading clear leaders like $CRWD. Was this Hamza Fadderwalla Dudes a shmuck"  
[X Link](https://x.com/GoBirds555/status/1668226221707018243)  2023-06-12T11:58Z [---] followers, [---] engagements


"$CRM [--] shares this morning at 208.70"  
[X Link](https://x.com/GoBirds555/status/1669390400518225942)  2023-06-15T17:04Z [---] followers, [--] engagements


"@StockMarketNerd @MBajc23 Helps when Josh Brown has it as his final trade and announces a golden cross. $CRWD has maintained 25% of my portfolio for a while now"  
[X Link](https://x.com/GoBirds555/status/1669401211034894337)  2023-06-15T17:47Z [--] followers, [--] engagements


"@Mr_Derivatives $AAPL wants 3t"  
[X Link](https://x.com/GoBirds555/status/1673724997465001987)  2023-06-27T16:09Z [--] followers, [---] engagements


"@RetirementRight Because you want people to lose money by being a bear. Its weird that your sitting here everyday calling a black swan event which really means hard working americans get screwed by something and lose a lot of money. And your just the righteous person who knew and warns all"  
[X Link](https://x.com/GoBirds555/status/1678540715813396482)  2023-07-10T23:05Z [--] followers, [----] engagements


"@JoTrader4 The number is sure to come down drastically. [----] June inflation was 1.2% and June [--] inflation was 9.1% YoY comps way lower now. I see inflation [--] handle by oct read"  
[X Link](https://x.com/GoBirds555/status/1678840459987243009)  2023-07-11T19:22Z [--] followers, [--] engagements


"@teshen8lin @DivesTech Beyond wrong $MSFT announced direct competition with $ZS and $PANW in network security"  
[X Link](https://x.com/GoBirds555/status/1679146647400636416)  2023-07-12T15:12Z [--] followers, [--] engagements


"@JoTrader4 Bought $CRWD $PANW $ZS pre market after PPI LT hold very much addicted to cyber security"  
[X Link](https://x.com/GoBirds555/status/1679504354628235265)  2023-07-13T14:53Z [--] followers, [--] engagements


"@1TraderZ Any thoughts on the $TOST chart near [--] week highs"  
[X Link](https://x.com/GoBirds555/status/1680932057478754307)  2023-07-17T13:26Z [--] followers, [--] engagements


"Out of $PYPL and bought more $TOST. Was rewarded for buying in the low 60s ill take 20%. Looking at $U next"  
[X Link](https://x.com/GoBirds555/status/1681315627829694465)  2023-07-18T14:50Z [--] followers, [--] engagements


"@qcapital2020 Hey I think $TOST has a good shot. Its all over the beach for me profitable by the end of the year and the rewards are nice can even use on bartabs"  
[X Link](https://x.com/GoBirds555/status/1681339101721575424)  2023-07-18T16:24Z [--] followers, [--] engagements


"@JoTrader4 $U pre market. gap up here. $TOST got toasted after @Downtown pumped the stock yesterday lol. retest of this 8d is important. [--] day holding period might kill me on this one"  
[X Link](https://x.com/GoBirds555/status/1681646455352619008)  2023-07-19T12:45Z [--] followers, [--] engagements


"All stocks breaking down. Stops have been hit and going further now. $CRWd $PANW $U $TOST"  
[X Link](https://x.com/GoBirds555/status/1686750524605927425)  2023-08-02T19:06Z [--] followers, [---] engagements


"@FromValue $CRWD was my first investment and is my largest position"  
[X Link](https://x.com/GoBirds555/status/1687057868518834176)  2023-08-03T13:47Z [--] followers, [---] engagements


"Sold $CRM. Sold Covered Calls on $UBER $TOST and $U. All for January. [----] [--] [--] strikes respectively. Taking some risk off. Don't think $CRM will be able to show monetization of their AI this Q. Sitting on 10% cash"  
[X Link](https://x.com/GoBirds555/status/1687117883711655936)  2023-08-06T18:37Z [--] followers, [---] engagements


"@JoTrader4 Thoughts on $PANW major penalty box here off $FTNT ER and putting their ER on a Friday. 15% in two days Gap right around where its at rn. long way to 201"  
[X Link](https://x.com/GoBirds555/status/1687463409917317120)  2023-08-05T02:10Z [--] followers, [---] engagements


"@ruth_capital Me and you are on all the same stocks. [--] day holding period got me with this one. Sold the 55c for January b4 ER and its basically [--] now. So i sold to 42c for Nov. $TOST has a shot here if it retakes [--] as well"  
[X Link](https://x.com/GoBirds555/status/1689230772509573120)  2023-08-09T11:02Z [--] followers, [---] engagements


"@OptionsMir @layercake_cap Yeah thankfully i wasnt out of masters program until this past may and im makin a lot more money. Long cyber"  
[X Link](https://x.com/GoBirds555/status/1689420123965108225)  2023-08-09T23:35Z [--] followers, [--] engagements


"@OptionsMir @layercake_cap $CRWD is about 22% of portfolio. $PANW is about 11% (recent purchase) Looking to add $ZS if goes under $130 Took a job at a big bank and had to sign off on some brutal holding day periods. Got on the wrong side of $PANW but willing to average down and sell cc"  
[X Link](https://x.com/GoBirds555/status/1689424236144709634)  2023-08-09T23:51Z [---] followers, [---] engagements


"@OptionsMir @layercake_cap Think George Kurtz is the best CEO in the space. I see defense contracts the size of $LMT down the road these companies will all be cash cows"  
[X Link](https://x.com/GoBirds555/status/1689424646330802176)  2023-08-09T23:53Z [--] followers, [--] engagements


"@OptionsMir @layercake_cap Np remember they were the ones to pre announce last quarter that really got the party going. Growing at the fastest rate just consumption based models are always scary. They work closely with $CRWD and joined the XDR alliance"  
[X Link](https://x.com/GoBirds555/status/1689429456593571840)  2023-08-10T00:12Z [---] followers, [--] engagements


"@JoTrader4 Got stuck with this one near the top after I finally pulled the trigger tired of seeing it go up. Holding average down and CC. I'll come out the other side ok. Friday call is whack tho but down 15% off the highs maybe has de risked. Saw same type of reaction from $TOST today"  
[X Link](https://x.com/GoBirds555/status/1689430659184381952)  2023-08-10T00:17Z [--] followers, [--] engagements


"@JoTrader4 My buddy works for $TTD and works from home. Hes been traveling the world while working going to a new place every other month. His AirBnB two nights ago burnt down with all of his stuff in it. [----] people sleeping at the airport. Insanity"  
[X Link](https://x.com/GoBirds555/status/1689657793752551424)  2023-08-10T15:19Z [--] followers, [--] engagements


"@1TraderZ Looking at $SHOP and $SCHW. charts setting up decently here for both. More so $SHOP might get in a little early tmr morn with that one"  
[X Link](https://x.com/GoBirds555/status/1691273306165448705)  2023-08-15T02:19Z [---] followers, [--] engagements


"@OptionsMir @King_Dingus_III $ABBV and $LQDA. Humira sales will be better than expected for years. Pulminary Hypertensions first inhalant drug. Market is growing. Yutrepia is a gold mine of a drug"  
[X Link](https://x.com/GoBirds555/status/1691522429862977536)  2023-08-15T18:49Z [--] followers, [----] engagements


"@StockMarketNerd $CRWD"  
[X Link](https://x.com/anyuser/status/1691837825535094912)  2023-08-16T15:42Z [--] followers, [--] engagements


"@MilanaVinn @ASenjourno Good garbage management that will never make money. Usually bullish all cyber but this was one of my first shorts"  
[X Link](https://x.com/GoBirds555/status/1693715622847230294)  2023-08-21T20:04Z [--] followers, [---] engagements


"@Mr_Derivatives Forgetting $U [--] days in the red or whatever"  
[X Link](https://x.com/GoBirds555/status/1694068132615213207)  2023-08-22T19:24Z [--] followers, [---] engagements


"@Mr_Derivatives $GE doin alright"  
[X Link](https://x.com/GoBirds555/status/1694069435730915420)  2023-08-22T19:30Z [--] followers, [---] engagements


"@fundam_inv MS are finally starting to recover from the debacle that was $S. I believe they were the lead underwriters. I remember Hamza being the only underweight rating on $CRWD for months. But he has swapped sides since"  
[X Link](https://x.com/GoBirds555/status/1694402054448447586)  2023-08-23T17:31Z [--] followers, [---] engagements


"@davey_juice You mean the Workday Co-CEO who also sits on $SNOW board I'm sure 1.77m isn't that big for him"  
[X Link](https://x.com/GoBirds555/status/1694706859045740677)  2023-08-24T13:42Z [--] followers, [---] engagements


"@fundam_inv Hamza is a snake. Always has been. He does this every time so $S doesnt get obliterated. Tries to de risk using $CRWD downgrade"  
[X Link](https://x.com/GoBirds555/status/1696121361712730520)  2023-08-28T11:23Z [--] followers, [--] engagements


"@fundam_inv Its quite easy to bet against him. He upgraded to [---] on August 1st. Less than a month later hes equal-weight. His average return is -5% with a 100% gain in PANW. This is a de risk so $S doesnt get shot in the street after ER and so management can sell"  
[X Link](https://x.com/GoBirds555/status/1696194427901939905)  2023-08-28T16:14Z [--] followers, [---] engagements


"@fundam_inv I commented on that post as well. His firm IPOd $CRWD main competitor. $PANW is also network security with its main competitor being $ZS and $MSFT. He was the only underweight rating on CRWD for nearly a year as he kept an overweight on $S during that time span"  
[X Link](https://x.com/GoBirds555/status/1696237070497329355)  2023-08-28T19:03Z [--] followers, [---] engagements


"@JoTrader4 $GOOG ATH incoming"  
[X Link](https://x.com/GoBirds555/status/1696536585683263537)  2023-08-29T14:53Z [--] followers, [--] engagements


"@FromValue By far my largest holding. Added more this morning along with $PANW. The TAM for cyber will grow exponentially over the next [--] years"  
[X Link](https://x.com/GoBirds555/status/1697259825598706081)  2023-08-31T14:47Z [--] followers, [--] engagements


"@fundam_inv Nice Im not even really sure what these telecoms have all the debt for. Im assuming to buy the phones that they give us under contract"  
[X Link](https://x.com/GoBirds555/status/1699538500213719432)  2023-09-06T21:42Z [--] followers, [--] engagements


"@fundam_inv Either way i aint investing in these grandpa companies $CRWD to a billion"  
[X Link](https://x.com/GoBirds555/status/1699539987966947604)  2023-09-06T21:48Z [--] followers, [--] engagements


"@TheShortBear This is a good reminder that until we hit ATHs we are all just liquidity for institutional bag holders"  
[X Link](https://x.com/GoBirds555/status/1701354402051752346)  2023-09-11T21:57Z [---] followers, [--] engagements


"@JoTrader4 $U is the ultimate trap stock either way it gaps down on open you can always play it the other way"  
[X Link](https://x.com/anyuser/status/1702315937850970280)  2023-09-14T13:38Z [--] followers, [--] engagements


"@StockJabber What about $ABNB"  
[X Link](https://x.com/GoBirds555/status/1703810863822503968)  2023-09-18T16:38Z [--] followers, [----] engagements


"@RhinoInsight @StockJabber His $ABNB short actually moved the stock. Went down 8% initially. Been a nice 40% move the other way since. He used tweets from customers complaining as evidence"  
[X Link](https://x.com/GoBirds555/status/1703845685609550153)  2023-09-18T18:57Z [--] followers, [---] engagements


"@StockMarketNerd Thanks for this Brad had a busy day at the office. $CRWD really leaning into $S demise and management looks like they are bloodthirsty"  
[X Link](https://x.com/GoBirds555/status/1704624431778193417)  2023-09-20T22:31Z [--] followers, [---] engagements


"@davey_juice hey can you explain your cc strategy I own a lot of the equities that you do and the premium is nice on the cc that you can sell but the stocks beta are so high that its not out of the ordinary for these stocks to make 20% moves either way in a short period"  
[X Link](https://x.com/GoBirds555/status/1705192837208256996)  2023-09-22T12:10Z [--] followers, [--] engagements


"@buccocapital 8% interest rate has basically forced me of my own hometown. Buddy bought a 400k home in [----] at 3.1% hes gonna pay less than me in a 250k home. Worst time since the 80s to buy a home for the first time. FHA 7.5% makes me wanna throw up"  
[X Link](https://x.com/GoBirds555/status/1709566707826655730)  2023-10-04T13:50Z [--] followers, [----] engagements


"@JoTrader4 Here we go. [---] $CRWD. MMs found lots of people offside this morning looks like a turnaround"  
[X Link](https://x.com/GoBirds555/status/1710306045761888586)  2023-10-06T14:48Z [--] followers, [--] engagements


"@1TraderZ Yes your charts gave me confidence to buy when most wouldn't. Bought $CDNS this week under $230 which is working nicely so far. And 40% of my portfolio is $CRWD / $PANW so I go as Cyber goes"  
[X Link](https://x.com/GoBirds555/status/1710373511418486932)  2023-10-06T19:16Z [--] followers, [---] engagements


"@ThetaWarrior Possible he has an itm position and he sold covered calls Or starts a call spread"  
[X Link](https://x.com/GoBirds555/status/1711435985198727423)  2023-10-09T17:38Z [--] followers, [--] engagements


"@anandragn $CDNS as well"  
[X Link](https://x.com/GoBirds555/status/1712127934306058459)  2023-10-11T15:28Z [--] followers, [--] engagements


"Not gonna talk about 25% revenue growth. Or a huge EPS beat or the lowering of the Capex @JonathanVanian. Ur a snake oil salesman"  
[X Link](https://x.com/GoBirds555/status/1717279751746834604)  2023-10-25T20:39Z [--] followers, [--] engagements


"@qcapital2020 Own both $GOOG and $META but there needs to be a cut off in SBC and a capital restructure. With RF rates at 5.5% and SoFi giving me 4.6% APY on my paychecks equities have competition. These companies masquerade buybacks as a way to increase SBC which lowering costs"  
[X Link](https://x.com/GoBirds555/status/1717568155805974691)  2023-10-26T15:45Z [--] followers, [---] engagements


"@sv_techie Your not really owning $GOOG for GCP as for $AMZN its all people ever talk abojt"  
[X Link](https://x.com/GoBirds555/status/1717687325524709664)  2023-10-26T23:39Z [--] followers, [---] engagements


"@qcapital2020 $PAYC was earning 5% rf on their deposits too"  
[X Link](https://x.com/GoBirds555/status/1719832931072462972)  2023-11-01T21:44Z [--] followers, [----] engagements


"@JoTrader4 Bought my first bond today $GS 7% Coupon for [--] years. Took Tesla gains and put it into safety need a house"  
[X Link](https://x.com/GoBirds555/status/1720498062898901047)  2023-11-03T17:47Z [--] followers, [--] engagements


"@TheShortBear Took my first position in $ZS this morning. Made no sense"  
[X Link](https://x.com/GoBirds555/status/1720498389362635120)  2023-11-03T17:49Z [--] followers, [---] engagements


"@FromValue Think $PAYC is a lost cause. Saturated Market slowing jobs the fact that they don't disclose how much they are making on there customer payroll deposits and only give an average float is sketchy to say the least. You have no clue if there growth is dependent only on IR"  
[X Link](https://x.com/GoBirds555/status/1721887598690599302)  2023-11-07T13:49Z [--] followers, [---] engagements


"@FromValue I liked the company and thought IR would be a tailwind but the slowing jobs market is a larger headwind and the IR at this level are hardly keeping them afloat"  
[X Link](https://x.com/GoBirds555/status/1721888118507528281)  2023-11-07T13:51Z [--] followers, [--] engagements


"@fundam_inv Love LRCX and ASML"  
[X Link](https://x.com/GoBirds555/status/1723484979575869596)  2023-11-11T23:36Z [--] followers, [--] engagements


"@davey_juice $CRWD will be a Mag [--] stock in [--] years"  
[X Link](https://x.com/GoBirds555/status/1724040829478576359)  2023-11-13T12:25Z [--] followers, [--] engagements


"@jbulltard1 Double upgrade today $PANW this week. These stocks all trade in tandem"  
[X Link](https://x.com/GoBirds555/status/1724077770886599006)  2023-11-13T14:52Z [--] followers, [---] engagements


"@jbulltard1 Hey i hope it works out for them $CRWD $ZS and $PANW make 45% of my Portfolio"  
[X Link](https://x.com/GoBirds555/status/1724085670468006293)  2023-11-13T15:23Z [--] followers, [--] engagements


"@JoTrader4 scary. $CRWD over [---] will explode"  
[X Link](https://x.com/GoBirds555/status/1724436196653224440)  2023-11-14T14:36Z [--] followers, [--] engagements


"$CRWD blast off. @JoTrader4"  
[X Link](https://x.com/GoBirds555/status/1724485776359002117)  2023-11-14T17:53Z [--] followers, [--] engagements


"@anandragn ty sir those r some nice gains on $ZS I regret not getting in when they pre announced great results"  
[X Link](https://x.com/GoBirds555/status/1724555400488366379)  2023-11-14T22:30Z [--] followers, [--] engagements


"@jbulltard1 Idk why ur so mad at the world. $CRWD is best in breed. Id bet you that CRWD has better returns than ur shitter $AMZN. I guess being a hater gets you more impressions. Weird"  
[X Link](https://x.com/GoBirds555/status/1725839929240895551)  2023-11-18T11:34Z [--] followers, [--] engagements


"@junkbondinvest $CRWD"  
[X Link](https://x.com/GoBirds555/status/1727456866991526372)  2023-11-22T22:39Z [--] followers, [--] engagements


"@JoTrader4 Praying. i cant sell CC on this one because it moves so quick. Scared to get my IPO shares called away and have to pay taxes"  
[X Link](https://x.com/GoBirds555/status/1727773804175184039)  2023-11-23T19:39Z [--] followers, [--] engagements


"@davey_juice [--] day hold period does not allow me to sell shares i bought on $FTNT ER for [---]. Pretty amazing move"  
[X Link](https://x.com/GoBirds555/status/1729242952533451187)  2023-11-27T20:57Z [--] followers, [---] engagements


"@TheShortBear [--] day hold period got me on this one. Bought at [---] on $FTNT ER. Great report from $ZS but wouldnt have minded taking some profit"  
[X Link](https://x.com/GoBirds555/status/1729247484407673004)  2023-11-27T21:15Z [--] followers, [---] engagements


"@StockMarketNerd Same billings issue as $PANW. I expect more of the same from $CRWD tmr. Elongated cycles doesnt change the total revenue"  
[X Link](https://x.com/GoBirds555/status/1729250089175265625)  2023-11-27T21:25Z [--] followers, [---] engagements


"@StockMarketNerd These stocks are so sought after right now. What truly surprised me after $PANW is how well $CRWD and $ZS held up. No doubt in my mind that big money will buy this back. $ZS being up $50 in a month and having [--] week highs everyday for the last week just means they need a breath"  
[X Link](https://x.com/GoBirds555/status/1729251134588563834)  2023-11-27T21:29Z [--] followers, [---] engagements


"@OptionsMir $CRWD dips also being bought. Great quarter from them"  
[X Link](https://x.com/GoBirds555/status/1729617258727567679)  2023-11-28T21:44Z [--] followers, [---] engagements


"@OptionsMir"  
[X Link](https://x.com/GoBirds555/status/1729629739566977527)  2023-11-28T22:33Z [--] followers, [--] engagements


"@OptionsMir $CRWD $PANW $ZS is all you need. $CRWD is the leader in endpoint protection. $PANW focuses on Network Security and is the leader but $ZS has a good biz too 45% FCF margin yesterday was a jaw dropper for me. $FTNT $OKTA and $S are tier below others"  
[X Link](https://x.com/GoBirds555/status/1729630947325194529)  2023-11-28T22:38Z [--] followers, [---] engagements


"@OptionsMir Buyout candidate for sure in $S although they will never get near IPO price"  
[X Link](https://x.com/GoBirds555/status/1729667596046172282)  2023-11-29T01:04Z [--] followers, [--] engagements


"@fundam_inv $CRWD was a shorted fav towards the end of [----]. In my mind shorts covered going into the print. Dont wanna short a growth company finally turning a GAAP Profit and gonna be S&P eligble soon"  
[X Link](https://x.com/GoBirds555/status/1729936040213832010)  2023-11-29T18:51Z [--] followers, [--] engagements


"Trimmed longs in some mega caps this morning. $META $GOOG $CDNS sitting on 8% cash now. Been a nice run up"  
[X Link](https://x.com/GoBirds555/status/1730242961772806356)  2023-11-30T15:10Z [--] followers, [--] engagements


"@1TraderZ You can thank my girlfriend for purchasing every product they sell. Shes prob 5% of the rev herself"  
[X Link](https://x.com/GoBirds555/status/1730354932564230158)  2023-11-30T22:35Z [--] followers, [---] engagements


"@1TraderZ Ive got to say I do love $LULU. I almost need to wear their pants everyday to work"  
[X Link](https://x.com/GoBirds555/status/1730355510384230479)  2023-11-30T22:37Z [--] followers, [--] engagements


"@FintwitPeaked @mike_haf You cannot put Bama over Texas they beat them outright in Bama"  
[X Link](https://x.com/GoBirds555/status/1731108334931955714)  2023-12-03T00:29Z [--] followers, [--] engagements


"@BFW Odds just switched in bama favorite gonna be a brutal monday for CFP"  
[X Link](https://x.com/GoBirds555/status/1731351068687167712)  2023-12-03T16:33Z [--] followers, [---] engagements


"@WillKunkelFOX What is the status of dell Broken foot"  
[X Link](https://x.com/GoBirds555/status/1731414380061827558)  2023-12-03T20:45Z [--] followers, [--] engagements


"@StockMarketNerd $S still a buyout candidate in my book. That net margin seems insurmountable"  
[X Link](https://x.com/GoBirds555/status/1732110792797913568)  2023-12-05T18:52Z [--] followers, [---] engagements


"@JoTrader4 Slowly adding to this name. Any thought on $DE"  
[X Link](https://x.com/GoBirds555/status/1733141997785882684)  2023-12-08T15:10Z [--] followers, [--] engagements


"Adding exposure to some Industrials. $CAT and $DE. [----] I want to broaden out my equity holdings. Add some income to my portfolio. Chances I can get a 100% year without options and a [--] day holding period two years in a row is slim to none in my estimation"  
[X Link](https://x.com/GoBirds555/status/1733145482908545039)  2023-12-08T15:24Z [--] followers, [--] engagements


"@anandragn ty I can only trade options on precleared ETFs to avoid [--] day holding requirements. So the only option trading I do is in SPY and IWM"  
[X Link](https://x.com/GoBirds555/status/1733185305727979770)  2023-12-08T18:02Z [--] followers, [--] engagements


"$CRWD $CAT . @JoTrader4 Watching patiently"  
[X Link](https://x.com/GoBirds555/status/1734221801226400088)  2023-12-11T14:41Z [--] followers, [--] engagements


"Money moving out of Mag [--] and into Software/Security $CRWD $ZS $MDB $FTNT"  
[X Link](https://x.com/GoBirds555/status/1734230397955846433)  2023-12-11T15:15Z [--] followers, [---] engagements


"@OptionsMir $CRWD up in a straight line. $AVGO I missed big time. Had on Radar in May went with Mag [--] instead"  
[X Link](https://x.com/GoBirds555/status/1734256418910286294)  2023-12-11T16:58Z [--] followers, [--] engagements


"@StockMarketNerd $ZS"  
[X Link](https://x.com/GoBirds555/status/1734294330536259854)  2023-12-11T19:29Z [--] followers, [---] engagements


"@OmerRozen_ No $CRWD"  
[X Link](https://x.com/GoBirds555/status/1734544169333293436)  2023-12-12T12:02Z [--] followers, [---] engagements


"Sold out of $CDNS. 230-275 in a month is fine with me. Great company. Maybe a little ahead of its skies. Continuing to go more Defensive. Added more $CAT and opened position in $MCD"  
[X Link](https://x.com/GoBirds555/status/1734603087703417130)  2023-12-12T15:56Z [--] followers, [---] engagements


"@davey_juice Industrials and Consumer staples lead the way in [----]. Div Growers back in focus now that yields r falling. Sold out of $CDNS as well. Your entry gave me some confidence to take the plunge early november"  
[X Link](https://x.com/GoBirds555/status/1735045302569025702)  2023-12-13T21:13Z [--] followers, [--] engagements


"@JoTrader4 $CAT looks ready for blast off. $DE decided to enter the party as well"  
[X Link](https://x.com/GoBirds555/status/1735046675712880771)  2023-12-13T21:18Z [--] followers, [--] engagements


"@saxena_puru @NYgrowth_invest The Fed isnt managing a business cycle. They are fighting inflation. This isnt end cycle"  
[X Link](https://x.com/GoBirds555/status/1735287622887514385)  2023-12-14T13:16Z [--] followers, [---] engagements


"@saxena_puru @NYgrowth_invest Wrong. The factors that created this inflation are not traditional. The fed chair said it yesterday.The yield curve fooled investors. They didnt realize how quickly inflation could be quelled"  
[X Link](https://x.com/GoBirds555/status/1735288235952078874)  2023-12-14T13:18Z [--] followers, [---] engagements


"Taking off some risk again today. Selling 15% of $PANW position Sold 25% of $META position and 15% of $GOOG"  
[X Link](https://x.com/GoBirds555/status/1735320957957349779)  2023-12-14T15:28Z [--] followers, [---] engagements


"Bought $HD stock might be ready for a little pull back. Smallest position in port will DCA if needed"  
[X Link](https://x.com/GoBirds555/status/1735329512127164737)  2023-12-14T16:02Z [--] followers, [--] engagements


"@JoTrader4 Monster moves from $CAT and $DE"  
[X Link](https://x.com/GoBirds555/status/1735330583427928112)  2023-12-14T16:07Z [--] followers, [--] engagements


"@JoTrader4 Half a year of gains in [--] trading days. $CAT"  
[X Link](https://x.com/GoBirds555/status/1735391882392277284)  2023-12-14T20:10Z [--] followers, [--] engagements


"@JoTrader4 Maybe the 27th"  
[X Link](https://x.com/GoBirds555/status/1735399726592512333)  2023-12-14T20:41Z [--] followers, [--] engagements


"@JoTrader4 wait this is $CRWD"  
[X Link](https://x.com/GoBirds555/status/1735400406799581528)  2023-12-14T20:44Z [--] followers, [--] engagements


"@OptionsMir Caught $CAT $DE and $HD since monday. $MCD too but failed [---] yesterday"  
[X Link](https://x.com/GoBirds555/status/1735638937421426981)  2023-12-15T12:32Z [--] followers, [--] engagements


"Been an incredible year with some luck involved. But sometimes its better to be lucky than good. Happy with the progress I have made. Special thanks to @JoTrader4 and @1TraderZ. Both have been genuinely nice and have answered any questions I have had. Also post great setups"  
[X Link](https://x.com/GoBirds555/status/1735657590451814727)  2023-12-15T13:46Z [--] followers, [---] engagements


"Current Allocation. Was very tech heavy until two weeks ago. New adds are $MCD $CAT $DE and $CAT"  
[X Link](https://x.com/GoBirds555/status/1735658048016794076)  2023-12-15T13:48Z [--] followers, [--] engagements


"@JonahLupton $CRWD"  
[X Link](https://x.com/GoBirds555/status/1735679164810686969)  2023-12-15T15:12Z [--] followers, [---] engagements


"@StockMarketNerd $CRWD and its not close. 30% currently"  
[X Link](https://x.com/anyuser/status/1737189313740185710)  2023-12-19T19:13Z [---] followers, [----] engagements


"@anandragn $CAT huge moved"  
[X Link](https://x.com/GoBirds555/status/1737203509513408835)  2023-12-19T20:09Z [--] followers, [---] engagements


"@OptionsMir Remember this Q last year fedex shit the bed and stocks tanked for EOY. However thankfully the market knows that fedex is no longer a leading indicator"  
[X Link](https://x.com/GoBirds555/status/1737278887967559831)  2023-12-20T01:08Z [--] followers, [---] engagements


"@JoTrader4 In $CAT still"  
[X Link](https://x.com/GoBirds555/status/1737448325710836137)  2023-12-20T12:22Z [--] followers, [--] engagements


"@ExpatDave34 Correct. However much lighter on big tech than I previously was. I dont see it as an issue since over 50% is cyber security"  
[X Link](https://x.com/GoBirds555/status/1737520517584720375)  2023-12-20T17:09Z [--] followers, [--] engagements


"Now we ramp to even to end day. Most pain for the most amount of people"  
[X Link](https://x.com/GoBirds555/status/1737568114714300721)  2023-12-20T20:18Z [--] followers, [--] engagements


"@akhenosiris Gonna end up like $CS"  
[X Link](https://x.com/GoBirds555/status/1738184620791783923)  2023-12-22T13:08Z [--] followers, [--] engagements


"@ruth_capital $CRWD $DE $CAT"  
[X Link](https://x.com/GoBirds555/status/1739642339360940275)  2023-12-26T13:40Z [--] followers, [----] engagements


"@WillKunkelFOX NIL ruined college bowl season"  
[X Link](https://x.com/GoBirds555/status/1741124560064245866)  2023-12-30T15:50Z [--] followers, [--] engagements


"Also added some more bonds. $WFC [---] coupon 11/28/2028 [------] paid"  
[X Link](https://x.com/GoBirds555/status/1743007564936184219)  2024-01-04T20:32Z [--] followers, [--] engagements


"Sold some $GOOG bought $URA. More commodities starting to become impatient with $GOOG"  
[X Link](https://x.com/GoBirds555/status/1743317061886230749)  2024-01-05T17:02Z [--] followers, [--] engagements


"@JoTrader4 Not waiting around for anyone. $CRWD"  
[X Link](https://x.com/GoBirds555/status/1744369488252882944)  2024-01-08T14:44Z [--] followers, [--] engagements


"Energy stocks $XOM $HAL $CVX $XLE"  
[X Link](https://x.com/GoBirds555/status/1744385848911556721)  2024-01-08T15:49Z [---] followers, [--] engagements


"@Investor_NICK_ Same problem with inflation. We were getting revised up for months"  
[X Link](https://x.com/GoBirds555/status/1744395070982193624)  2024-01-08T16:26Z [--] followers, [--] engagements


"Shorts have been eviscerated $NVDA $CRWD $ZS"  
[X Link](https://x.com/GoBirds555/status/1744427229361094950)  2024-01-08T18:33Z [--] followers, [--] engagements


"@nic_pouliot $MS historically have hated the stock. OW with that target is usually a buy sign. They were the only UW rating for two years"  
[X Link](https://x.com/anyuser/status/1744696786147512596)  2024-01-09T12:25Z [--] followers, [--] engagements


"$CRWD Monster next stop [---] @JoTrader4"  
[X Link](https://x.com/GoBirds555/status/1744739514994885091)  2024-01-09T15:14Z [--] followers, [---] engagements


"@OptionsMir add $ZS too"  
[X Link](https://x.com/GoBirds555/status/1744774062092554518)  2024-01-09T17:32Z [--] followers, [--] engagements


"@ProblemSniper $CRWD"  
[X Link](https://x.com/GoBirds555/status/1744788401436361104)  2024-01-09T18:29Z [--] followers, [---] engagements


"$CRWD $PANW being completely re rated. What are institutional investors willing to pay for the two best companies in the fastest growing sector"  
[X Link](https://x.com/anyuser/status/1745429575352410204)  2024-01-11T12:56Z [--] followers, [--] engagements


"@ruth_capital CPI Who tf cares just buy it all Bitcoin ETF today"  
[X Link](https://x.com/GoBirds555/status/1745440242180493763)  2024-01-11T13:39Z [--] followers, [---] engagements


"@ruth_capital I'm just a watcher. Bought BTC at 3k sold at [--] and started my equity account. Got my W paid for Master's Program. Definitely not a hater but I can't chase either"  
[X Link](https://x.com/GoBirds555/status/1745442081466646833)  2024-01-11T13:46Z [--] followers, [--] engagements


"@OmerRozen_ Thoughts on $CRWD Valuation bros coming after this one but still best company in its respective industry"  
[X Link](https://x.com/GoBirds555/status/1748014817619611732)  2024-01-18T16:09Z [--] followers, [---] engagements


"@JoTrader4 $CRWD too easy"  
[X Link](https://x.com/GoBirds555/status/1750186697843782119)  2024-01-24T16:00Z [--] followers, [--] engagements


"Looking to add to $NOW. Feel like this one was the one that got away"  
[X Link](https://x.com/GoBirds555/status/1750500231903318367)  2024-01-25T12:45Z [--] followers, [--] engagements


"@JonahLupton @ebcapital No split Theres only 55M shares outstanding. Seems crazy they didnt"  
[X Link](https://x.com/GoBirds555/status/1752187330717499584)  2024-01-30T04:29Z [--] followers, [---] engagements


"@Investor_NICK_ $FDX not doing well either. like you said $AMZN eating their lunch. I view these companies like Blockbuster. They had huge moats and got displaced by better companies"  
[X Link](https://x.com/GoBirds555/status/1752338691907789247)  2024-01-30T14:31Z [--] followers, [--] engagements


"@prrobbins Because they saw somebody take a $25 contract to 15k on reddit and they want money quickly"  
[X Link](https://x.com/GoBirds555/status/1753044871600840980)  2024-02-01T13:17Z [--] followers, [--] engagements


"@fundam_inv Looking for entry into $SMCI would love a stock split to add some liquidity"  
[X Link](https://x.com/GoBirds555/status/1753187424513994872)  2024-02-01T22:43Z [--] followers, [---] engagements


"Sold $MO today. Idk why I bought it was chasing yield to end the year. Put proceeds in $CPNG [---] shares to start"  
[X Link](https://x.com/GoBirds555/status/1753476675113824412)  2024-02-02T17:53Z [--] followers, [---] engagements


"Sold $DE aswell 10% gain in a month I will take it. Going to sell $URA monday(30 day holding period current 18% gains) Want to put proceeds into $NOW but scared to take the leap of faith"  
[X Link](https://x.com/GoBirds555/status/1753478590438465811)  2024-02-02T18:00Z [--] followers, [--] engagements


"Sold 20% of $CAT position as well. Funds all used towards $NOW"  
[X Link](https://x.com/GoBirds555/status/1753481243159925253)  2024-02-02T18:11Z [--] followers, [--] engagements


"@bankingslut So Costco"  
[X Link](https://x.com/GoBirds555/status/1753526631291891977)  2024-02-02T21:11Z [--] followers, [--] engagements


"@ObservationDesk @michaelsantoli What was $CSCO P/E tho"  
[X Link](https://x.com/GoBirds555/status/1753539170708939117)  2024-02-02T22:01Z [--] followers, [--] engagements


"@davey_juice thoughts on $ZS COO resigning"  
[X Link](https://x.com/GoBirds555/status/1753579738298298856)  2024-02-03T00:42Z [--] followers, [---] engagements


"@palantirbull1 How is it a bubble These companies print money. Theres no IPOs What Bubble Euphoria state doesnt have IPOs"  
[X Link](https://x.com/GoBirds555/status/1753844138959655313)  2024-02-03T18:13Z [--] followers, [---] engagements


"$NVDA will drag market up with it today. $CAT will drag up DOW. Bears will give up by 11:30 and then we melt up"  
[X Link](https://x.com/GoBirds555/status/1754494486237819179)  2024-02-05T13:17Z [--] followers, [--] engagements


"@OptionsMir Yes however I did this with $META throughout last year and now im sitting on only [--] of my original [---] shares. Cost basis [------]. But nothing beats a good nights sleep"  
[X Link](https://x.com/GoBirds555/status/1754504932399456305)  2024-02-05T13:59Z [--] followers, [--] engagements


"@JoTrader4 bought 175p for next week. and NVDA 700c. Gambling today"  
[X Link](https://x.com/GoBirds555/status/1754519870400565382)  2024-02-05T14:58Z [--] followers, [--] engagements


"@ruth_capital My buddies all bought 655c this morning for [--] towards open and now its [-----]. I cant follow them cuz they are degens but they couldnt even tell you what their breakeven was if RH didnt tell them"  
[X Link](https://x.com/GoBirds555/status/1754553325310103886)  2024-02-05T17:11Z [--] followers, [----] engagements


"@ruth_capital Not a day trader by any means but $TSLA is shit i was once fooled but Operating Margins make this very unattractive. Add in elon issues i cant see a good quarter coming for this company until mid 2025"  
[X Link](https://x.com/GoBirds555/status/1754557627198067021)  2024-02-05T17:28Z [--] followers, [--] engagements


"Thanks $FTNT for not tanking cyber"  
[X Link](https://x.com/GoBirds555/status/1754978710308942210)  2024-02-06T21:21Z [--] followers, [--] engagements


"As somebody who is mega long $CRWD $PANW and $ZS. Today is great but the bar has been raised even higher"  
[X Link](https://x.com/GoBirds555/status/1755250845707391363)  2024-02-07T15:23Z [--] followers, [---] engagements


"@akramsrazor another Q where $PAYC doesnt report interest rate on client held funds. yuck"  
[X Link](https://x.com/GoBirds555/status/1755342676654711122)  2024-02-07T21:28Z [---] followers, [---] engagements


"@davey_juice Man i just hit 100k. 3rd year in the market. Appreciate your transparency. You still like $NET at these levels"  
[X Link](https://x.com/GoBirds555/status/1755345896814846303)  2024-02-07T21:40Z [--] followers, [---] engagements


"@sv_techie Is Canvas basically tableau"  
[X Link](https://x.com/GoBirds555/status/1755405009959666048)  2024-02-08T01:35Z [--] followers, [--] engagements


"@sv_techie Been building Tableau pages that link to our Confluence site. I hate tableau with a burning passion"  
[X Link](https://x.com/GoBirds555/status/1755405296762040775)  2024-02-08T01:36Z [--] followers, [--] engagements


"@sv_techie Yeah im gonna recommend to the boss ive been building alteryx solutions for followup reminders and im beginning to wonder when the fuck we are gonna get rid of this ancient tech"  
[X Link](https://x.com/GoBirds555/status/1755411210663530990)  2024-02-08T02:00Z [---] followers, [--] engagements


"@OptionsMir Crwd ER 3/5 lots of time for uppies"  
[X Link](https://x.com/GoBirds555/status/1755705554528317844)  2024-02-08T21:29Z [--] followers, [---] engagements


"@sv_techie $CRWD so called growth Kinda reaching"  
[X Link](https://x.com/GoBirds555/status/1756742458199691337)  2024-02-11T18:10Z [--] followers, [---] engagements


"@sv_techie Agreed most of the cloud stocks are overpriced"  
[X Link](https://x.com/GoBirds555/status/1756748022170481063)  2024-02-11T18:32Z [--] followers, [--] engagements


"Sold 15% of my $CRWD position. Up 100% sale actually lowered my Cost Basis. Current cost basis is [------]. Current Allocation: $CRWD: 26.4% $PANW: 14.4% $ZS 7.4% $GOOG 7.3% $META 6.8% $NOW 5.2% $CPNG 2.2% Bonds: 8% (Assorted Corporate Debt of GSIB Banks) Cash: 22%"  
[X Link](https://x.com/GoBirds555/status/1757140881390407883)  2024-02-12T20:33Z [--] followers, [---] engagements


"Going to start doing some new DD. LATAM Stocks like $NU and $MELI and Cloud Stocks like $DDOG $SNOW and $MDB. Sitting on cash and want to find out what I would pay for individual names. Don't plan to purchase anything prior to ER's"  
[X Link](https://x.com/GoBirds555/status/1757174209933918264)  2024-02-12T22:45Z [---] followers, [---] engagements


"@StockMarketNerd Just trimmed $CRWD for the first time after it lost 8D MA yesterday for basically the same reason as you have been. I'm a believer in $SHOP as well but seems I am way late to the party"  
[X Link](https://x.com/GoBirds555/status/1757391635900420250)  2024-02-13T13:09Z [--] followers, [---] engagements


"$DDOG they really bought this back with this guide"  
[X Link](https://x.com/GoBirds555/status/1757394604976935180)  2024-02-13T13:21Z [--] followers, [---] engagements


"@JoTrader4 sold 15% of $CRWD yesterday. lowered cost basis. keeping rest as LT position 22% cash"  
[X Link](https://x.com/GoBirds555/status/1757410010684891422)  2024-02-13T14:22Z [--] followers, [--] engagements


"$CRWD. Wants 8D back @JoTrader4"  
[X Link](https://x.com/GoBirds555/status/1757418690172035563)  2024-02-13T14:57Z [--] followers, [--] engagements


"$CRWD $UBER $SMCI and $NVDA all red to green"  
[X Link](https://x.com/GoBirds555/status/1757426334928634149)  2024-02-13T15:27Z [--] followers, [--] engagements


"@OptionsMir $CRWD is the little engine that could Wants to break downtrend and regain 8DMA"  
[X Link](https://x.com/GoBirds555/status/1757440029721301015)  2024-02-13T16:22Z [--] followers, [---] engagements


"$GS taking a beating here. Adding to watch list"  
[X Link](https://x.com/GoBirds555/status/1757463024930001181)  2024-02-13T17:53Z [--] followers, [--] engagements


"@davey_juice Like these companies. $LRCX and $ASML i also like but NVDA has taken them to the moon. How do you feel about $SNOW at this price Its always been expensive likely always will be. I was hoping for a decline in ddog today but it seems the stock doesnt wanna go down"  
[X Link](https://x.com/GoBirds555/status/1757493466613924070)  2024-02-13T19:54Z [--] followers, [---] engagements


"@davey_juice I get what your saying. I'm not buying more $CRWD $ZS and $PANW. Fully allocated already to these names trying to find a way to scale in to the market at these levels into names I like. Don't wanna put to much skin in the game at these levels"  
[X Link](https://x.com/GoBirds555/status/1757499663173685652)  2024-02-13T20:19Z [--] followers, [---] engagements


"@SeeCommentss People said same thing about $META and TikTok. All noise"  
[X Link](https://x.com/GoBirds555/status/1757890979909038360)  2024-02-14T22:14Z [--] followers, [--] engagements


"@SeeCommentss Googles only real business is selling ads. Whether its through youtube or youtube tv or search. The company is a verb. It takes longer than one would normally think to displace a company like this"  
[X Link](https://x.com/GoBirds555/status/1757942776384082340)  2024-02-15T01:39Z [--] followers, [--] engagements


"@SeeCommentss Some noise is justified but in the end its overblown. $META was left for dead. Tik tok was said to be taking all users facebook was supposed to be for old people. In the end 3B people use their apps a day. Probably more than 3B IPs use google per day"  
[X Link](https://x.com/GoBirds555/status/1757943330124468261)  2024-02-15T01:42Z [--] followers, [--] engagements


"@OptionsMir $WGMI"  
[X Link](https://x.com/GoBirds555/status/1758106723049513343)  2024-02-15T12:31Z [--] followers, [---] engagements


"@SeeCommentss $CDNS $NOW $APPL"  
[X Link](https://x.com/GoBirds555/status/1758107547070816314)  2024-02-15T12:34Z [---] followers, [--] engagements


"@TripleDTrader Until there are [--] AI IPOs in a year this isn't in bubble territory. Took [--] years to round trip the S&P we break out above ATH and its a bubble now BTFD mode"  
[X Link](https://x.com/GoBirds555/status/1758132249709703358)  2024-02-15T14:12Z [--] followers, [--] engagements


"$CRWD breaking downtrend yesterday. Back above 8D. Sold 15% position day before CPI could never expect that reversal. Strength in this name is $NVDA / $SMCI like (smaller scale). Feel a big announcement coming 3/5/2024 ER"  
[X Link](https://x.com/GoBirds555/status/1758136819143909715)  2024-02-15T14:30Z [--] followers, [---] engagements


"@mukund $MS will say anything to pump their baby $S"  
[X Link](https://x.com/GoBirds555/status/1759956691653742752)  2024-02-20T15:02Z [--] followers, [---] engagements


"@mukund This is TDOC"  
[X Link](https://x.com/GoBirds555/status/1760074166123008441)  2024-02-20T22:49Z [--] followers, [--] engagements


"@fundam_inv My second biggest holding but I am struggling to see the vision seems growth was light (again) and they are trying to push this platform thing. Id prefer they focus on the core Network Biz"  
[X Link](https://x.com/GoBirds555/status/1760077846943322222)  2024-02-20T23:03Z [---] followers, [----] engagements


"One of the worst quarters since taking the job for @nikesharora Imo. Seems like growth was light and the pipeline got lighter from competitors (rogue) $FTNT Now within one quarter your trying to push a platform and giving it away Network is your biz"  
[X Link](https://x.com/GoBirds555/status/1760083056252101099)  2024-02-20T23:24Z [---] followers, [---] engagements


"@acemoney21 @Sunny_and_72 prob $CRWD as well"  
[X Link](https://x.com/GoBirds555/status/1760083674991649110)  2024-02-20T23:27Z [---] followers, [---] engagements


"@fundam_inv But is it worth losing your #1 status in Network to be #2 in Platform Do you really wanna start to get in a bundle price war with $MSFT (#3 if you count $CRWD platform but its really a different biz)"  
[X Link](https://x.com/GoBirds555/status/1760095812896313630)  2024-02-21T00:15Z [---] followers, [---] engagements


"@MasterHedge I agree its a bad read through for $ZS but you think all cyber $CRWD has a different suite of products"  
[X Link](https://x.com/GoBirds555/status/1760288297148920168)  2024-02-21T13:00Z [---] followers, [---] engagements


"@ruth_capital @PaloAltoNtwks Ill be out at open Cost Basis [---]. gonna sell most of cyber except core holdings of $CRWD too. Guys willing to cut off his own arm for growth. Race to the bottom"  
[X Link](https://x.com/GoBirds555/status/1760291611454374143)  2024-02-21T13:13Z [---] followers, [---] engagements


"Today is a valuable lesson for me. $PANW has been incredible for me since May so has $ZS and $CRWD. I need to ask myself more often when I am up on investments whether it is better to sell or not"  
[X Link](https://x.com/GoBirds555/status/1760297009813020880)  2024-02-21T13:34Z [---] followers, [---] engagements


"@fundam_inv Gonna be interesting to see how these stocks move @ open. I was tempted to throw the baby out with the bath water ($ZS $CRWD $PANW)"  
[X Link](https://x.com/GoBirds555/status/1760299994303635546)  2024-02-21T13:46Z [---] followers, [---] engagements


"@BobKathari72138 @fundam_inv I am gonna hold $ZS and $CRWD but I think I have to let go of $PANW"  
[X Link](https://x.com/GoBirds555/status/1760305185870549137)  2024-02-21T14:07Z [--] followers, [---] engagements


"Sold $PANW and $ZS this morning and trimmed $CRWD again. 25% gains in both. Sitting on a bunch of cash. Willing to get back into these names at lower prices. $PANW in penalty box for me and $ZS readthrough from $PANW isnt great. Rather lock in gains. Can always re enter"  
[X Link](https://x.com/GoBirds555/status/1760339692174618945)  2024-02-21T16:24Z [---] followers, [---] engagements


"@goodserdboy @davey_juice No bought shares after Friday ER call announcement at [---] and then again at [---]. Cost basis was [---]. Sold $ZS as well pricing is going to get competitive in the space. $PANW willing to cut off its own arm to win. Staying away from network security"  
[X Link](https://x.com/GoBirds555/status/1760356110244983216)  2024-02-21T17:29Z [---] followers, [--] engagements


"@narmacnetworth Still dont think ill make much and i bought in may last year sold $zs and $panw today but holding $crwd. Feel like endpoint suite is less cyclical and ftnt is a better read through for crwd"  
[X Link](https://x.com/GoBirds555/status/1760364781175701578)  2024-02-21T18:04Z [---] followers, [--] engagements

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