[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JohnDoeKnowsGuy JohnDoeKnowsGuy JohnDoeKnowsGuy posts on X about $pm, zyn, bti, $bti the most. They currently have XXXXX followers and 2546 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1515003274075717634/interactions)  - X Week XXXXXX +90% - X Month XXXXXX +36% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +357% ### Mentions: XX [#](/creator/twitter::1515003274075717634/posts_active)  - X Months XXX -XX% - X Year XXXXX +25% ### Followers: XXXXX [#](/creator/twitter::1515003274075717634/followers)  - X Week XXXXX +1.20% - X Month XXXXX +3.10% - X Months XXXXX +24% - X Year XXXXX +38% ### CreatorRank: XXXXXXX [#](/creator/twitter::1515003274075717634/influencer_rank)  ### Social Influence [#](/creator/twitter::1515003274075717634/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) **Social topic influence** [$pm](/topic/$pm), [zyn](/topic/zyn), [bti](/topic/bti), [$bti](/topic/$bti), [goog](/topic/goog) #114, [$goog](/topic/$goog) #115, [$tpb](/topic/$tpb), [$mo](/topic/$mo), [$wbd](/topic/$wbd), [$lqda](/topic/$lqda) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [British American Tobacco (BTI)](/topic/$bti) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Altria Group Inc (MO)](/topic/$mo) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Centene Corp (CNC)](/topic/$cnc) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [American Express Company (AXP)](/topic/$axp) [UnitedHealth Group (UNH)](/topic/$unh) [Open Custody Protocol (OPEN)](/topic/$open) [Paramount Global (PARA)](/topic/$para) [CVS Health Corp (CVS)](/topic/$cvs) [T-Mobile (TMUS)](/topic/$tmus) [Cloudflare, Inc. (NET)](/topic/$net) [Decentral Games (DG)](/topic/$dg) [American Eagle Outfitters (AEO)](/topic/$aeo) [Coca-Cola Co (KO)](/topic/$ko) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Kohl's Corporation (KSS)](/topic/$kss) [DisChain (DIS)](/topic/$dis) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [Spotify Technology (SPOT)](/topic/$spot) [Netflix Inc (NFLX)](/topic/$nflx) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Adobe, Inc. (ADBE)](/topic/$adbe) [Embraer S.A. (ERJ)](/topic/$erj) [PepsiCo, Inc. (PEP)](/topic/$pep) ### Top Social Posts [#](/creator/twitter::1515003274075717634/posts) --- Top posts by engagements in the last XX hours "You can tell Stankey is just so annoyed with analysts and markets. He's been delivering for years now and he still can't get their trust or the benefit of the doubt. $t $tmus $vz"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1948008963187879983) 2025-07-23 13:15:03 UTC 1197 followers, XXX engagements "Good for at least a +25% day tomorrow $net"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947816600129720497) 2025-07-23 00:30:40 UTC 1197 followers, XXX engagements "Funny story. Partner I'm under said Swedish match bought Zyn formula for 100k. Was his old client. $pm $bti $tpb $mo"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1944754937964994899) 2025-07-14 13:44:43 UTC 1197 followers, XXX engagements "@p000dl3 @richard_ersted @antonykh1218 @lazereater @CatholicGOP2016 If mgmt is smart they'll run both and be happy to have X strong brands. At 35x $tpb is cheap especially when you see what Zyn did for $pm once it got distro. If mgmt doesn't make the move well then it tells you what you need to know about them. Shaky hands after juul"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945267389936849196) 2025-07-15 23:41:01 UTC 1199 followers, XXX engagements "Once I make my millions on $lqda and then $wbd I am gonna drop it all into $qvcga and go full @TheRoaringKitty to my first 100m"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947783241265827980) 2025-07-22 22:18:07 UTC 1197 followers, 1164 engagements "Account hitting ATHs and $lqda hasn't even re-rated to $uthr market cap yet"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945904595642786032) 2025-07-17 17:53:03 UTC 1198 followers, 1588 engagements "The dollar store companies are a case study on when pods plow into narratives. Dollar stores compounder long #neversell to dollar stores DOA because of China AliExpress etc etc dollar stores are back to compounder forever. $dltr $dg"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1946276659910336928) 2025-07-18 18:31:30 UTC 1199 followers, XXX engagements "Holy fuck the $aeo weeklies are gonna open like 100k% up I think they were at like X cents or some shit"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1948178247092474027) 2025-07-24 00:27:44 UTC 1198 followers, XXX engagements "@CatholicGOP2016 In terms of brand/product growth not companies. Remember $celh hit a wall last fall from overstocking and got murdered for it. Now back to decent growth but meanwhile Alani started growing at insane rates and continues to right now"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947637375342956638) 2025-07-22 12:38:30 UTC 1197 followers, XXX engagements "@NOTFOMO All of the other healthcare related companies"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947621755926757441) 2025-07-22 11:36:26 UTC 1194 followers, XX engagements "I gotta say after trying Zyn Velo plus and Alps that Alps is the smoothest and doesn't hit as hard early on. $pm $bti $mo $tpb"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945830860986429618) 2025-07-17 13:00:03 UTC 1197 followers, XXX engagements "Not sure what to think about $bti right now. $pm is showing that velo is really pushing Zyn in US now. If Zyn starts to lose share to velo will market re-rate $bti and $pm to around the same P/E I feel like vuse vs iqos is where I don't have an opinion. That's very material too"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947635014256021536) 2025-07-22 12:29:07 UTC 1197 followers, 1140 engagements "Is this boolish or bearish $ko I personally think boolish"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945582329000247622) 2025-07-16 20:32:29 UTC 1195 followers, XXX engagements "@p000dl3 They got $lumn deal cheap and own fiber"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1946154773092167783) 2025-07-18 10:27:10 UTC 1195 followers, XX engagements "Pay attention to $ups. This is what will eventually happen to $uber and $lyft no matter what the next X years of operations looks like"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947630510601068842) 2025-07-22 12:11:13 UTC 1197 followers, XXX engagements "So much crazy shit happened today I didn't even realize $lqda closed near highs. I need this bad boy to hit $uthr market ASAP so I can flip it into $wbd. Once $lqda works out I'm thinking XX% $wbd XX% healthcare XX% tobacco XX% telecom allocation is the move"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1946017075392111086) 2025-07-18 01:20:00 UTC 1196 followers, 1195 engagements "@p000dl3 @BasedStatistic Yes. Imagine $cnc raises premiums XX% and gets back to historical margins and historical P/E in 2-3 years. What would price be and how expensive are options"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947430254836125876) 2025-07-21 22:55:28 UTC 1197 followers, XXX engagements "@tobaccoinsider How about iqos Are we basically seeing $pm taking share worldwide on e-cigs with iqos over vuse while velo takes share in US with velo over Zyn"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947632062204092505) 2025-07-22 12:17:23 UTC 1198 followers, XXX engagements "@blondesnmoney You gotta be careful you are a market mover now. $goog headed to 250"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1948088945381867684) 2025-07-23 18:32:52 UTC 1198 followers, XXX engagements "@Investor_NICK_ @taobanker I spent almost a decade on team chase but since covid $axp snapped out of their funk and decided to go to war against the chase trifecta. Every month I'm tempted to switch"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1946662264280338827) 2025-07-19 20:03:45 UTC 1196 followers, XXX engagements "Crazy $cmcsa has to see a bump. We prob get news they are looking to spin out streaming at some point soon too. I can't buy cause I'm so negative on other ops but this can't be ignored"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1942955210675995049) 2025-07-09 14:33:15 UTC 1195 followers, XXX engagements "My plan is to turn my $wbd LEAPs into more shares pretty soon. There has been sooo much shorting because people did not believe in it's long term viability that must cover now. Theatrical is making too much money streaming has hit operating leverage hard but linear is Doo door"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945629177635295654) 2025-07-16 23:38:38 UTC 1197 followers, XXX engagements "The dumb pods will look at capex and say reeee but muh FCF. However $goog $googl is getting amazing ROI based on their growth. They SHOULD keep spending"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1948115968787448323) 2025-07-23 20:20:15 UTC 1198 followers, XXX engagements "Ok bears starting to win me over. Seeing too many nuggets of info. Watching housing seemingly crater is really pushing my Spidey senses up"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945696393680539793) 2025-07-17 04:05:44 UTC 1197 followers, XXX engagements "Holy fuck $goog $googl is so cheap. The pods THINK they can keep it from braking out. Watch for the reversal at open"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1948113710746104164) 2025-07-23 20:11:17 UTC 1197 followers, XXX engagements "Is every major telecom CEO going to be asked the same question and answer $asts this quarter Will be explosive. $t $vz $vod"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947288670421000575) 2025-07-21 13:32:52 UTC 1198 followers, XXX engagements "Long healthcare was way to take other side of the short squeezes $unh $open $kss $cnc"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947659970511556743) 2025-07-22 14:08:17 UTC 1198 followers, 1056 engagements "The year is 2035 and $axp now cost 10k a year. However they have part warships in place with $lth equinox $rkt Wegmans trader Joe's door dash $goog $spot $wbd $para $nflx $dis etc for XX% of average consumer recurring subs"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1946947966607999169) 2025-07-20 14:59:02 UTC 1197 followers, XXX engagements "This might sound insane to say but the options on healthcare stock are ridiculously cheap. We already know they are all requesting a 20%+ increase. If they normalize margins + go back to historical P/E then they could literally quadruple in X years. If they get that and they"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947339666081853632) 2025-07-21 16:55:30 UTC 1195 followers, XXX engagements "Looks like OBBBA is good for a few billy more FCF for $vz and $t. Prob bonus expense and 163j related"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947251899297681869) 2025-07-21 11:06:45 UTC 1195 followers, 1350 engagements "I feel like Zyn is $celh and velo is Alani Nu right now. $pm could see a big drop if numbers keep coming down. Hmmm"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947635816257274133) 2025-07-22 12:32:18 UTC 1199 followers, XXX engagements "Step back and think about this. $lqda should at minimum take XX% market share from $uthr. Look at $uthr FCF over a billion. $lqda does not have the XX% royalty and isn't spending money on expensive R&D on organ moonshot. 10B market cap incoming"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1948038072353906926) 2025-07-23 15:10:43 UTC 1198 followers, 1005 engagements "Damn $oscr was very bad. I think this keeps shorts active on all healthcare companies"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947639474575278208) 2025-07-22 12:46:50 UTC 1195 followers, XXX engagements "I can't wait to buy shitcos like $adbe $fico etc at 10x FCF"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945493608351650210) 2025-07-16 14:39:56 UTC 1198 followers, XXX engagements "I can't believe I was loaded up on $erj at $XX X years ago and sold at like $12"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1942632480986615885) 2025-07-08 17:10:50 UTC 1199 followers, XXX engagements "The option chain on $OPEN is crazy. I wouldn't short it but also if I were management id be raising shares ASAP"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947330910107357371) 2025-07-21 16:20:43 UTC 1194 followers, XXX engagements "The thing is that now it's obvious streaming and theatrical can carry the company through all of their debt. A breakup would be good to help get that premium multiple earlier but the terminal value is there no matter what. We will see the same for $para. $amcx is acq tgt"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945629767689965686) 2025-07-16 23:40:59 UTC 1195 followers, XXX engagements "Y'all gonna think I'm silly but I still kind of think $cvs might be best bet in healthcare land. Multiple is way lower than others has "convenience stores" biz that should do fine and has better debt to EV profile for gains on equity side during earnings growth"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947478120174322160) 2025-07-22 02:05:40 UTC 1197 followers, XXX engagements "@nicotinecap Juul taking back off is a legit threat for everyone. $pm $bti $mo"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945877944691282351) 2025-07-17 16:07:09 UTC 1197 followers, XXX engagements "Healthcare is trading inverse of the short squeezes"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1947342252834947401) 2025-07-21 17:05:47 UTC 1195 followers, XXX engagements "@BigIdeasCapital Yeah I agree but with earnings coming up you gotta think about what we might hear and whether people are offsides. Look at $dltr $pep etc. if they come into Q2 and upgrade FCF outlook pods prob have to give up on the short. Lots of $$ needs to buy"  [@JohnDoeKnowsGuy](/creator/x/JohnDoeKnowsGuy) on [X](/post/tweet/1945849806825357327) 2025-07-17 14:15:20 UTC 1199 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@JohnDoeKnowsGuy JohnDoeKnowsGuy
JohnDoeKnowsGuy posts on X about $pm, zyn, bti, $bti the most. They currently have XXXXX followers and 2546 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +90%
- X Month XXXXXX +36%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +357%
Mentions: XX #
- X Months XXX -XX%
- X Year XXXXX +25%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +3.10%
- X Months XXXXX +24%
- X Year XXXXX +38%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance technology brands cryptocurrencies countries
Social topic influence $pm, zyn, bti, $bti, goog #114, $goog #115, $tpb, $mo, $wbd, $lqda
Top assets mentioned Philip Morris International Inc. (PM) British American Tobacco (BTI) Alphabet Inc Class A (GOOGL) Altria Group Inc (MO) Warner Bros Discovery, Inc. (WBD) AT&T Inc. (T) Verizon Communications Inc. (VZ) United Therapeutics, Corp. (UTHR) Centene Corp (CNC) Dollar Tree Inc (DLTR) Celsius Holdings, Inc. Common Stock (CELH) Uber Technologies, Inc. (UBER) American Express Company (AXP) UnitedHealth Group (UNH) Open Custody Protocol (OPEN) Paramount Global (PARA) CVS Health Corp (CVS) T-Mobile (TMUS) Cloudflare, Inc. (NET) Decentral Games (DG) American Eagle Outfitters (AEO) Coca-Cola Co (KO) Lumen Technologies Inc (LUMN) United Parcel Service, Inc. (UPS) Lyft, Inc. Class A Common Stock (LYFT) Comcast Corporation (CMCSA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Kohl's Corporation (KSS) DisChain (DIS) Rocket Companies, Inc. (RKT) Life Time Group Holdings, Inc. (LTH) Spotify Technology (SPOT) Netflix Inc (NFLX) Oscar Health, Inc. (OSCR) Fair Isaac, Corp. (FICO) Adobe, Inc. (ADBE) Embraer S.A. (ERJ) PepsiCo, Inc. (PEP)
Top Social Posts #
Top posts by engagements in the last XX hours
"You can tell Stankey is just so annoyed with analysts and markets. He's been delivering for years now and he still can't get their trust or the benefit of the doubt. $t $tmus $vz"
@JohnDoeKnowsGuy on X 2025-07-23 13:15:03 UTC 1197 followers, XXX engagements
"Good for at least a +25% day tomorrow $net" @JohnDoeKnowsGuy on X 2025-07-23 00:30:40 UTC 1197 followers, XXX engagements
"Funny story. Partner I'm under said Swedish match bought Zyn formula for 100k. Was his old client. $pm $bti $tpb $mo" @JohnDoeKnowsGuy on X 2025-07-14 13:44:43 UTC 1197 followers, XXX engagements
"@p000dl3 @richard_ersted @antonykh1218 @lazereater @CatholicGOP2016 If mgmt is smart they'll run both and be happy to have X strong brands. At 35x $tpb is cheap especially when you see what Zyn did for $pm once it got distro. If mgmt doesn't make the move well then it tells you what you need to know about them. Shaky hands after juul" @JohnDoeKnowsGuy on X 2025-07-15 23:41:01 UTC 1199 followers, XXX engagements
"Once I make my millions on $lqda and then $wbd I am gonna drop it all into $qvcga and go full @TheRoaringKitty to my first 100m" @JohnDoeKnowsGuy on X 2025-07-22 22:18:07 UTC 1197 followers, 1164 engagements
"Account hitting ATHs and $lqda hasn't even re-rated to $uthr market cap yet" @JohnDoeKnowsGuy on X 2025-07-17 17:53:03 UTC 1198 followers, 1588 engagements
"The dollar store companies are a case study on when pods plow into narratives. Dollar stores compounder long #neversell to dollar stores DOA because of China AliExpress etc etc dollar stores are back to compounder forever. $dltr $dg" @JohnDoeKnowsGuy on X 2025-07-18 18:31:30 UTC 1199 followers, XXX engagements
"Holy fuck the $aeo weeklies are gonna open like 100k% up I think they were at like X cents or some shit" @JohnDoeKnowsGuy on X 2025-07-24 00:27:44 UTC 1198 followers, XXX engagements
"@CatholicGOP2016 In terms of brand/product growth not companies. Remember $celh hit a wall last fall from overstocking and got murdered for it. Now back to decent growth but meanwhile Alani started growing at insane rates and continues to right now" @JohnDoeKnowsGuy on X 2025-07-22 12:38:30 UTC 1197 followers, XXX engagements
"@NOTFOMO All of the other healthcare related companies" @JohnDoeKnowsGuy on X 2025-07-22 11:36:26 UTC 1194 followers, XX engagements
"I gotta say after trying Zyn Velo plus and Alps that Alps is the smoothest and doesn't hit as hard early on. $pm $bti $mo $tpb" @JohnDoeKnowsGuy on X 2025-07-17 13:00:03 UTC 1197 followers, XXX engagements
"Not sure what to think about $bti right now. $pm is showing that velo is really pushing Zyn in US now. If Zyn starts to lose share to velo will market re-rate $bti and $pm to around the same P/E I feel like vuse vs iqos is where I don't have an opinion. That's very material too" @JohnDoeKnowsGuy on X 2025-07-22 12:29:07 UTC 1197 followers, 1140 engagements
"Is this boolish or bearish $ko I personally think boolish" @JohnDoeKnowsGuy on X 2025-07-16 20:32:29 UTC 1195 followers, XXX engagements
"@p000dl3 They got $lumn deal cheap and own fiber" @JohnDoeKnowsGuy on X 2025-07-18 10:27:10 UTC 1195 followers, XX engagements
"Pay attention to $ups. This is what will eventually happen to $uber and $lyft no matter what the next X years of operations looks like" @JohnDoeKnowsGuy on X 2025-07-22 12:11:13 UTC 1197 followers, XXX engagements
"So much crazy shit happened today I didn't even realize $lqda closed near highs. I need this bad boy to hit $uthr market ASAP so I can flip it into $wbd. Once $lqda works out I'm thinking XX% $wbd XX% healthcare XX% tobacco XX% telecom allocation is the move" @JohnDoeKnowsGuy on X 2025-07-18 01:20:00 UTC 1196 followers, 1195 engagements
"@p000dl3 @BasedStatistic Yes. Imagine $cnc raises premiums XX% and gets back to historical margins and historical P/E in 2-3 years. What would price be and how expensive are options" @JohnDoeKnowsGuy on X 2025-07-21 22:55:28 UTC 1197 followers, XXX engagements
"@tobaccoinsider How about iqos Are we basically seeing $pm taking share worldwide on e-cigs with iqos over vuse while velo takes share in US with velo over Zyn" @JohnDoeKnowsGuy on X 2025-07-22 12:17:23 UTC 1198 followers, XXX engagements
"@blondesnmoney You gotta be careful you are a market mover now. $goog headed to 250" @JohnDoeKnowsGuy on X 2025-07-23 18:32:52 UTC 1198 followers, XXX engagements
"@Investor_NICK_ @taobanker I spent almost a decade on team chase but since covid $axp snapped out of their funk and decided to go to war against the chase trifecta. Every month I'm tempted to switch" @JohnDoeKnowsGuy on X 2025-07-19 20:03:45 UTC 1196 followers, XXX engagements
"Crazy $cmcsa has to see a bump. We prob get news they are looking to spin out streaming at some point soon too. I can't buy cause I'm so negative on other ops but this can't be ignored" @JohnDoeKnowsGuy on X 2025-07-09 14:33:15 UTC 1195 followers, XXX engagements
"My plan is to turn my $wbd LEAPs into more shares pretty soon. There has been sooo much shorting because people did not believe in it's long term viability that must cover now. Theatrical is making too much money streaming has hit operating leverage hard but linear is Doo door" @JohnDoeKnowsGuy on X 2025-07-16 23:38:38 UTC 1197 followers, XXX engagements
"The dumb pods will look at capex and say reeee but muh FCF. However $goog $googl is getting amazing ROI based on their growth. They SHOULD keep spending" @JohnDoeKnowsGuy on X 2025-07-23 20:20:15 UTC 1198 followers, XXX engagements
"Ok bears starting to win me over. Seeing too many nuggets of info. Watching housing seemingly crater is really pushing my Spidey senses up" @JohnDoeKnowsGuy on X 2025-07-17 04:05:44 UTC 1197 followers, XXX engagements
"Holy fuck $goog $googl is so cheap. The pods THINK they can keep it from braking out. Watch for the reversal at open" @JohnDoeKnowsGuy on X 2025-07-23 20:11:17 UTC 1197 followers, XXX engagements
"Is every major telecom CEO going to be asked the same question and answer $asts this quarter Will be explosive. $t $vz $vod" @JohnDoeKnowsGuy on X 2025-07-21 13:32:52 UTC 1198 followers, XXX engagements
"Long healthcare was way to take other side of the short squeezes $unh $open $kss $cnc" @JohnDoeKnowsGuy on X 2025-07-22 14:08:17 UTC 1198 followers, 1056 engagements
"The year is 2035 and $axp now cost 10k a year. However they have part warships in place with $lth equinox $rkt Wegmans trader Joe's door dash $goog $spot $wbd $para $nflx $dis etc for XX% of average consumer recurring subs" @JohnDoeKnowsGuy on X 2025-07-20 14:59:02 UTC 1197 followers, XXX engagements
"This might sound insane to say but the options on healthcare stock are ridiculously cheap. We already know they are all requesting a 20%+ increase. If they normalize margins + go back to historical P/E then they could literally quadruple in X years. If they get that and they" @JohnDoeKnowsGuy on X 2025-07-21 16:55:30 UTC 1195 followers, XXX engagements
"Looks like OBBBA is good for a few billy more FCF for $vz and $t. Prob bonus expense and 163j related" @JohnDoeKnowsGuy on X 2025-07-21 11:06:45 UTC 1195 followers, 1350 engagements
"I feel like Zyn is $celh and velo is Alani Nu right now. $pm could see a big drop if numbers keep coming down. Hmmm" @JohnDoeKnowsGuy on X 2025-07-22 12:32:18 UTC 1199 followers, XXX engagements
"Step back and think about this. $lqda should at minimum take XX% market share from $uthr. Look at $uthr FCF over a billion. $lqda does not have the XX% royalty and isn't spending money on expensive R&D on organ moonshot. 10B market cap incoming" @JohnDoeKnowsGuy on X 2025-07-23 15:10:43 UTC 1198 followers, 1005 engagements
"Damn $oscr was very bad. I think this keeps shorts active on all healthcare companies" @JohnDoeKnowsGuy on X 2025-07-22 12:46:50 UTC 1195 followers, XXX engagements
"I can't wait to buy shitcos like $adbe $fico etc at 10x FCF" @JohnDoeKnowsGuy on X 2025-07-16 14:39:56 UTC 1198 followers, XXX engagements
"I can't believe I was loaded up on $erj at $XX X years ago and sold at like $12" @JohnDoeKnowsGuy on X 2025-07-08 17:10:50 UTC 1199 followers, XXX engagements
"The option chain on $OPEN is crazy. I wouldn't short it but also if I were management id be raising shares ASAP" @JohnDoeKnowsGuy on X 2025-07-21 16:20:43 UTC 1194 followers, XXX engagements
"The thing is that now it's obvious streaming and theatrical can carry the company through all of their debt. A breakup would be good to help get that premium multiple earlier but the terminal value is there no matter what. We will see the same for $para. $amcx is acq tgt" @JohnDoeKnowsGuy on X 2025-07-16 23:40:59 UTC 1195 followers, XXX engagements
"Y'all gonna think I'm silly but I still kind of think $cvs might be best bet in healthcare land. Multiple is way lower than others has "convenience stores" biz that should do fine and has better debt to EV profile for gains on equity side during earnings growth" @JohnDoeKnowsGuy on X 2025-07-22 02:05:40 UTC 1197 followers, XXX engagements
"@nicotinecap Juul taking back off is a legit threat for everyone. $pm $bti $mo" @JohnDoeKnowsGuy on X 2025-07-17 16:07:09 UTC 1197 followers, XXX engagements
"Healthcare is trading inverse of the short squeezes" @JohnDoeKnowsGuy on X 2025-07-21 17:05:47 UTC 1195 followers, XXX engagements
"@BigIdeasCapital Yeah I agree but with earnings coming up you gotta think about what we might hear and whether people are offsides. Look at $dltr $pep etc. if they come into Q2 and upgrade FCF outlook pods prob have to give up on the short. Lots of $$ needs to buy" @JohnDoeKnowsGuy on X 2025-07-17 14:15:20 UTC 1199 followers, XXX engagements