# ![@KennyZufall Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1611892754.png) @KennyZufall Kenny Zufall

Kenny Zufall posts on X about $sofi, $iren, $btc, hedging the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1611892754/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1611892754/c:line/m:interactions.svg)

- [--] Week [------] +13%
- [--] Month [-------] +370%

### Mentions: [--] [#](/creator/twitter::1611892754/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1611892754/c:line/m:posts_active.svg)

- [--] Week [---] -33%
- [--] Month [---] +261%

### Followers: [---] [#](/creator/twitter::1611892754/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1611892754/c:line/m:followers.svg)

- [--] Week [---] +14%
- [--] Month [---] +150%

### CreatorRank: [-------] [#](/creator/twitter::1611892754/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1611892754/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  43.86% [stocks](/list/stocks)  42.11% [cryptocurrencies](/list/cryptocurrencies)  10.53% [technology brands](/list/technology-brands)  8.77% [financial services](/list/financial-services)  #2683 [gaming](/list/gaming)  1.75% [celebrities](/list/celebrities)  0.88% [products](/list/products)  0.88% [social networks](/list/social-networks)  0.88%

**Social topic influence**
[$sofi](/topic/$sofi) #328, [$iren](/topic/$iren) 9.65%, [$btc](/topic/$btc) #3143, [hedging](/topic/hedging) #151, [ai](/topic/ai) 7.02%, [if you](/topic/if-you) 6.14%, [$goog](/topic/$goog) 4.39%, [longterm](/topic/longterm) #636, [stocks](/topic/stocks) 3.51%, [$ben](/topic/$ben) 3.51%

**Top accounts mentioned or mentioned by**
[@ck_cryptoklepto](/creator/undefined) [@yodastockinvest](/creator/undefined) [@colestrades](/creator/undefined) [@financeintell](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@mikealfred](/creator/undefined) [@dlov95](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@bananaxx1294120](/creator/undefined) [@kylewhitegoat](/creator/undefined) [@mainecoonmouser](/creator/undefined) [@midascabal](/creator/undefined) [@tomsawyerfw](/creator/undefined) [@gerardhood82209](/creator/undefined) [@adambliv](/creator/undefined) [@futureman1977](/creator/undefined) [@adityainvests90](/creator/undefined) [@kayfly2017](/creator/undefined) [@mara](/creator/undefined) [@sealsqcorp](/creator/undefined)

**Top assets mentioned**
[RAI Finance (SOFI)](/topic/$sofi) [Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Franklin Resources, Inc. (BEN)](/topic/$ben) [Microsoft Corp. (MSFT)](/topic/$msft) [Coca-Cola Co (KO)](/topic/$ko) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Invesco Ltd. (IVZ)](/topic/$ivz) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [General Mills, Inc. (GIS)](/topic/$gis) [MARA Holdings, Inc. (MARA)](/topic/$mara) [IonQ, Inc. (IONQ)](/topic/$ionq) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Strategy (MSTR)](/topic/$mstr) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@CK_Cryptoklepto @MARA how does the expense ratio work if you day trade MRAL"  
[X Link](https://x.com/KennyZufall/status/2016929646709706864)  2026-01-29T17:41Z [---] followers, [--] engagements


"$MARA stacking here will pay off this year IMO currently trading like a distressed play. Allocating 5% of my portfolio to it https://simplywall.st/stocks/us/software/nasdaq-mara/mara-holdings/news/is-french-approved-exaion-deal-and-oversight-regime-alteringutm_medium=article&utm_source=robinhood https://simplywall.st/stocks/us/software/nasdaq-mara/mara-holdings/news/is-french-approved-exaion-deal-and-oversight-regime-alteringutm_medium=article&utm_source=robinhood"  
[X Link](https://x.com/KennyZufall/status/2017248125673513387)  2026-01-30T14:46Z [---] followers, [---] engagements


"One of the reasons I've been accumulating $LAES beyond that I believe they'll be a big player in PQC defense is i have a lightweight theory they'll do/announce a snapshot at some point for this coin. Pure speculation on my part but would be great if it happened may face too many challenges . @SEALSQcorp Relevance to SEALSQ: If $LAES announces Sealcoin is a "dividend" for shareholders shorts who cannot access Sealcoin (because it's not on a stock exchange) might be forced to cover $LAES stock before the snapshot date. In regards to warrants their strike would be lowered by whatever "dividend""  
[X Link](https://x.com/KennyZufall/status/2018161375772651996)  2026-02-02T03:15Z [---] followers, [---] engagements


"Trying to time the bottom is how people miss the boat. Could it continue to pullback sure. But right now PEG ratio is showing it's has deep value. P/E: [--] EPS Growth Rate: 54% (Growing from $0.39 in [----] to $0.60 in 2026) PEG Ratio: $37 [--] =$ [----]. It's quite literally on sale right now. so idc if it drops a little bit more short term"  
[X Link](https://x.com/KennyZufall/status/2018249235645280573)  2026-02-02T09:04Z [---] followers, [---] engagements


"@ZMam02291 @insiderinvests SOFI is historically conservative with their guidance (most likely due to default risk). They'll in all likelihood over deliver this year as well"  
[X Link](https://x.com/KennyZufall/status/2018249536364241324)  2026-02-02T09:06Z [---] followers, [--] engagements


"While it may not be march i have a strong feeling of $SOFI's inclusion into the S&P [---] this year - more likely June. There's several stocks in the S&P on the chopping block and SOFI's strength should certainly be considered for inclusion. $BEN & $IVZ are both struggling with the market cap requirements. This leaves room for both $HOOD and $SOFI. in a like for like style swap https://twitter.com/i/web/status/2018282612532391999 https://twitter.com/i/web/status/2018282612532391999"  
[X Link](https://x.com/KennyZufall/status/2018282612532391999)  2026-02-02T11:17Z [---] followers, [---] engagements


"@grok @bliblubb8976 @ColesTrades @grok how likely is it both $BEN and $IVZ get removed in march due to struggling to maintain the market cap requirements. I think this allows an opportunity for both $HOOD and $SOFI to enter"  
[X Link](https://x.com/KennyZufall/status/2018301921392546054)  2026-02-02T12:34Z [---] followers, [--] engagements


"I have a feeling if a partnership doesn't hit like people are expecting it will see mid to high $40's again short term but i think it's completely justified to be trading in the $50-$60 range if energization is on schedule for SW1 and we have to wait longer for a partnership deal/validation of the full AI pivot. H5+ leads me to believe a partnership deal is plausible sooner but SW1 is where I'm really thinking a really big partnership deal comes through that rockets IREN. Holding selling CC's in between catalysts to hedge the volatility and chillin"  
[X Link](https://x.com/KennyZufall/status/2018400931809722745)  2026-02-02T19:07Z [---] followers, [----] engagements


"The sell off is a gift for SOFI bulls imo. Consistently beating rule of [--] PEG ratio [--]. SOFI historically sandbags guidance and hasn't had an EPS miss since Q1 [----]. looking at possible S&P inclusion (I'm calling for $BEN to be removed and $SOFI added - BEN has underperformed and SOFI would be the perfect replacement). I liked it at $24 and I loved it yesterday at $22. ARK sold Q1 last year and chased it Q3 at $23 realizing their mistake. Maybe Cathie/ARK learned their lesson this year 😂 https://twitter.com/i/web/status/2018633309660594483 https://twitter.com/i/web/status/2018633309660594483"  
[X Link](https://x.com/KennyZufall/status/2018633309660594483)  2026-02-03T10:31Z [---] followers, [---] engagements


"This is speculation on my part but $GOOG fits the bill - setting up inference sites in Haskell county which is within range for SW1 to be connected via dark fiber. the size of SW1 would allow for it to be a training hub vs an inference site. I'm cautiously optimistic they get a very very big deal for SW1. H5-10 could be a target for the rumored anthropic/ $AMZN connection. But ultimately I'm holding IREN for the re-rate it doesn't matter to me who or when https://twitter.com/i/web/status/2018663335714009207 https://twitter.com/i/web/status/2018663335714009207"  
[X Link](https://x.com/KennyZufall/status/2018663335714009207)  2026-02-03T12:30Z [---] followers, [---] engagements


"@mikealfred personally I think its citadel. here's the exempt volume on IREN. They abuse this to "provide liquidity" whenever they are on the losing side of calls"  
[X Link](https://x.com/KennyZufall/status/2018775432783679588)  2026-02-03T19:55Z [---] followers, [----] engagements


"sometimes IDK if ASST will since they are so tethered to BTC ultimately ASST sells off with a weak BTC and gets more buy volume with a strong BTC. the majority of the market knows about the RS since it was announced with the Semler merger. im sure most that wanted to sell pre-RS did already. They're also not doing a RS for compliance issues so it's a little different than usual https://twitter.com/i/web/status/2018810977442238651 https://twitter.com/i/web/status/2018810977442238651"  
[X Link](https://x.com/KennyZufall/status/2018810977442238651)  2026-02-03T22:16Z [---] followers, [----] engagements


"Finra off exchange only shows 43m volume. Doesn't seem to add up. But very certain this is just arbitrage & hedging around from the capital raise combined with heavier market maker hedging around the high volume of call and put options expiring this friday. This is why I waited to buy for a bit but I certainly wasn't expecting this heavy of a press After EPS I've seen this play out too many times after dilution. Hopefully they're done hedging but they may target the $20 puts https://twitter.com/i/web/status/2018842684778274937 https://twitter.com/i/web/status/2018842684778274937"  
[X Link](https://x.com/KennyZufall/status/2018842684778274937)  2026-02-04T00:22Z [---] followers, [----] engagements


"Check the spikes in exempt short volume. Only market makers can use this. They intentially drive the price away from max pain and this triggered cascades of selling last week and this week. This week max pain is $54 which is why they've been trying to drive it down and also why it's rallying hard. As the stock slides and more people sell market makers do algorythmic buys/sells based on the call options hedging which drives further selling pressure until it bottoms and rallies more. They won't let it hit more than a 10% drop before friday most likely cause that would place $IREN on the SSR and"  
[X Link](https://x.com/KennyZufall/status/2018844767308648717)  2026-02-04T00:31Z [---] followers, [--] engagements


"@yianisz I'd also like verification SW1 is on schedule for energization"  
[X Link](https://x.com/KennyZufall/status/2019088606095172032)  2026-02-04T16:40Z [---] followers, [----] engagements


"$SOFI continues an illogical downtrend after their strongest quarter with guidance suggesting a FMV of minimum $30. adding more shares here if it continues its downtrend it doesn't matter to me as a longterm investment. picking up when a stock is obviously undervalued is a key to longterm gains. https://twitter.com/i/web/status/2019107346417373577 https://twitter.com/i/web/status/2019107346417373577"  
[X Link](https://x.com/KennyZufall/status/2019107346417373577)  2026-02-04T17:54Z [---] followers, [---] engagements


"@Kawcak20 I took my first position in $SOFI in feb [----] over $10. I added more over the next couple years. this is nothing but a chance to correct my mistake of not adding more heavily back then"  
[X Link](https://x.com/KennyZufall/status/2019111477345726884)  2026-02-04T18:11Z [---] followers, [---] engagements


"@dlov95 Yeah we'll see how it goes. I'm thinking this is why they did an ATM - to raise cash quickly to scale manufacturing for a bigger contract. cautiously optimistic but would really love something confirmed outside of Werner"  
[X Link](https://x.com/KennyZufall/status/2019153674388602941)  2026-02-04T20:58Z [---] followers, [--] engagements


"too many leveraged longs still getting liquidated. Fear is picking back up to all time highs. IMO this has been mostly DRIVEN down aggressively when it rallies it's probably going to be explosive at this point shorts are overcrowded at this point as they continue to press the attack on weakness. RSI is showing deeply oversold - on the all time chart it hasn't shown this weakness since [----]. Expecting it to bottom here soon if not then it's truly capitulated https://twitter.com/i/web/status/2019394211452186824 https://twitter.com/i/web/status/2019394211452186824"  
[X Link](https://x.com/KennyZufall/status/2019394211452186824)  2026-02-05T12:54Z [---] followers, [----] engagements


"as predicted $IREN had nearly [---] million in short exempt volume from "market makers". This is a ridiculous level of shorting after it hit the 10% drop yesterday"  
[X Link](https://x.com/KennyZufall/status/2019416050312572955)  2026-02-05T14:21Z [---] followers, [---] engagements


"the bottom is near. I've been an investor in SOFI since feb [----] and have followed price action more closely since June of last year. This is a liquidity flush out and restructuring new players are positioning and absorbing at this level. This is a good time to buy SOFI if you're a long time/value investor with a forward PEG of .67. Trust $SOFI's guidance they met or beat the last [--] consecutive quarters and these valuations will pay off for the INVESTOR. Avoid leverage in this volatile market. https://twitter.com/i/web/status/2019450460856545384"  
[X Link](https://x.com/KennyZufall/status/2019450460856545384)  2026-02-05T16:38Z [---] followers, [--] engagements


"@chiptomunk Low 40's is a great spot to buy and hold this was a over deflation. I'm not selling $IREN until this pipeline is fully partnered out however long that takes"  
[X Link](https://x.com/KennyZufall/status/2019468709622862174)  2026-02-05T17:50Z [---] followers, [---] engagements


"@ColesTrades $SOFI is a long term hold Don't let short term price movements shake you out - i added aggressively from $22-$20. I know what I hold and am comfortable with any price movement from here"  
[X Link](https://x.com/KennyZufall/status/2019498395556057408)  2026-02-05T19:48Z [---] followers, [----] engagements


"@Vivek4real_ Fear aggressive shorting market hedging and not enough buying at the ask to overcome the millions deployed capping the price. A lot of people still believe in the [--] year cycle and this adds their readiness to sell"  
[X Link](https://x.com/KennyZufall/status/2019504453863215171)  2026-02-05T20:12Z [---] followers, [----] engagements


"$BTC All time RSI for today hitting lows not seen since [----] according to RH. There was a brief period in [----] it went lower in the 12-14 range but historically it tends to rally from this. but it's also never seen selling this extreme all time [--] month interval shows there's never been [--] month period like this. https://twitter.com/i/web/status/2019510521121108075 https://twitter.com/i/web/status/2019510521121108075"  
[X Link](https://x.com/KennyZufall/status/2019510521121108075)  2026-02-05T20:36Z [---] followers, [--] engagements


"$IREN "We are in multiple advanced negotiations" "Strong customer demand" "SW1 procurement activities underway for datacenters to be constructed" "SW1 connection secured which allows for commercialization" "low latency connection for oklahoma site" (read = great for hyperscaler connections) ".attractive to hyperscalers" "customers are focused on partners with secured power" (missed the exact words to quote here but essentially also pursuing ones proven to hit milestones) air cooled data centers are also in demand which allows for current commercialization of 800mw They're telling us what he"  
[X Link](https://x.com/KennyZufall/status/2019535887026254129)  2026-02-05T22:17Z [---] followers, [---] engagements


"$IREN "One of the contracts we are negotiating right now is a MULTI BILLION dollar contract""  
[X Link](https://x.com/KennyZufall/status/2019540290965762544)  2026-02-05T22:35Z [---] followers, [---] engagements


"Energization on track for SW1 and the substations. Customer engangement on for these sites is early. This suggests the multi-billion dollar contract isn't even for SW1"  
[X Link](https://x.com/KennyZufall/status/2019540782210765243)  2026-02-05T22:36Z [---] followers, [--] engagements


"@_melonBird @braden_tewinkel They have customers standing in line. Red days always bring out bears or the emotional. Did ya get liquidated for going in on leverage or something"  
[X Link](https://x.com/KennyZufall/status/2019562727891681357)  2026-02-06T00:04Z [---] followers, [--] engagements


"1) arbitrage 2) options hedging 3) broader sentiment shift due to recession/economic fears and pullouts on volatile/growth/tech/fintech stocks 4) frustration about the dilution and cash not being deployed yet 5) slight uptick in charge offs I'll keep adding. The market will come back around when it's ready https://twitter.com/i/web/status/2019563986501661030 https://twitter.com/i/web/status/2019563986501661030"  
[X Link](https://x.com/KennyZufall/status/2019563986501661030)  2026-02-06T00:09Z [---] followers, [---] engagements


"If you have multiple partnership talks they need to figure out logistics: best power/site to use when they can deliver contract terms like how much $ provided up front timelines etc. So yeah I'll keep adding. Hyperscaler CAPEX shows just how much is going to be spent this year for AI. They're still delivering on the MSFT contract and its just a matter of time for the next deals. https://twitter.com/i/web/status/2019569771864351021 https://twitter.com/i/web/status/2019569771864351021"  
[X Link](https://x.com/KennyZufall/status/2019569771864351021)  2026-02-06T00:32Z [---] followers, [--] engagements


"@PaperGainsInc I've been hedging bounces lately sell CC's on rips and buy back or let them expire depending on what I chose. Been think about using some of the income for puts but eh not a huge fan of options"  
[X Link](https://x.com/KennyZufall/status/2019620961637548534)  2026-02-06T03:55Z [---] followers, [---] engagements


"as long as it expires out of the money yes. I normally wait until it's 1) above my entry 2) set a strike im comfortable selling at. Sometimes I'll sell Long dated CC's (LEAPS) if I think it's likely to chop lower over an extended time to rebuy on the dip. Did it with SOFI when it was over $30 and then rebought before EPS as I didn't want to get called away if sentiment had gone the other way unfortunate because I could have probably netted a good amount more in premium but I really wasn't expecting the market to react THAT badly to what's still a very solid EPS and guidance."  
[X Link](https://x.com/KennyZufall/status/2019708974388359478)  2026-02-06T09:45Z [---] followers, [--] engagements


"@CaesarCapitalz It was too hyped. Also some dumb MFer sold over 300k shares in AH on thin liquidity tanking the price and 3xing the total drop during the day in one go. I've seen it before where a whale hits the bid on a sale AH's"  
[X Link](https://x.com/KennyZufall/status/2019722085275488462)  2026-02-06T10:37Z [---] followers, [--] engagements


"@finance_intell Been saying the bottom was near but the bears and sentimental love to trash a stock when it's down"  
[X Link](https://x.com/KennyZufall/status/2019730834320994763)  2026-02-06T11:12Z [---] followers, [---] engagements


"@LIWEILIU476419 @moninvestor He's saying they are so pressed to get compute out there they want to bridge the gap by using air controlled currently for faster access. He's NOT saying future buildouts are going to be air controlled"  
[X Link](https://x.com/KennyZufall/status/2019731718610247802)  2026-02-06T11:15Z [---] followers, [--] engagements


"@finance_intell for sure could certainly push back down. probably gonna have some headwinds due to hedging around call options on fridays and people with too high expectations look to get out at breakevens/smaller losses"  
[X Link](https://x.com/KennyZufall/status/2019735931385962853)  2026-02-06T11:32Z [---] followers, [--] engagements


"$IREN more bullish than ever and this reset just gives an opportunity to add or for new people to get in before the real deals hit. was hoping it'd stay sub $40 before next friday so i could add more but all well. We'll see how it goes"  
[X Link](https://x.com/KennyZufall/status/2019738548665188639)  2026-02-06T11:42Z [---] followers, [---] engagements


"the smart card doesn't interest me due to the catch all %. My catch all has 4% on groceries/dining/gas and 2% on everything else (with no fees but the cash back isn't all purpose as it's the verizon card and it's received in verizon dollars- but i also get 5% off my monthly bill & just put the cashback towards the bill each month). While 5% grocery is good for those using it just for groceries the extra 1% does not equate to me switching for just the card. It does pay for itself if you spend more than $200 in groceries a month and starts adding $ after that but it wasn't worth it for me when"  
[X Link](https://x.com/KennyZufall/status/2019997908624417196)  2026-02-07T04:53Z [---] followers, [---] engagements


"When a leading tech giant like $GOOG is calling for PQC this is why I look at hardware solutions like $LAES. Software security is not enough imo. We need security at the hardware and software layer. $IonQ GOOGLE QUANTUM CYBERSECURITY CALL TO ACTION Feb [--] [----] : Kent Walker (President of Global Affairs Google & Alphabet) and Hartmut Neven (Founder and Lead Google Quantum AI) just issued a critical warning: The encryption currently used to keep your information https://t.co/DgQA3Wh69b $IonQ GOOGLE QUANTUM CYBERSECURITY CALL TO ACTION Feb [--] [----] : Kent Walker (President of Global Affairs"  
[X Link](https://x.com/KennyZufall/status/2020139587775992076)  2026-02-07T14:16Z [---] followers, [---] engagements


"@bananaxx1294120 @lecrank73 @kylewhitegoat Hope it helps. I can understand bearish sentiment after the recent plunge after EPS capital raise which stalled share price growth temporarily & general market hit beginning of February. Good luck with your investing/trading"  
[X Link](https://x.com/KennyZufall/status/2020321398736965888)  2026-02-08T02:18Z [---] followers, [--] engagements


"Why has the MAG7 been seeing some pullback $GOOG $AMZN $MSFT $META Short term for the MAG7 = cash burn/margin Compression. I think it will be accretive long term but short term it's likely to lead to a decline or flat share price. But if anything this downtrend may lead to a good opportunity to get in once the compression gets released. if anything of the MAG7 I think $AAPL is likely to experience the least pullback as they decided to rely on outsourcing. $TSLA I can never justify buying and holding - it always trades at high forward P/E's and the share price often deviates from the"  
[X Link](https://x.com/KennyZufall/status/2020495941728383429)  2026-02-08T13:52Z [---] followers, [---] engagements


"If you're forcing me to invest and hold for [--] years and not be able to change based on market conditions I would go with $SOFI. [--] consecutive quarters of meets or beats expectations. High Rule of [--] score likely S&P inclusion within the next year or two. Cash on hand to work with a broader economic pullback. forward PEG ratio of .65 or so at these valuations. also a stock I plan to hold through retirement as I suspect it will do Divs at some point once its growth stage flatlines much like other financial institutions/legacy banks. Large investment during growth period + likely div"  
[X Link](https://x.com/KennyZufall/status/2020504792267735117)  2026-02-08T14:27Z [---] followers, [----] engagements


"They 100% want retail to capitulate so they can buy cheap. Important distinction: The 'Arb Funds' are creating the volatility/hedging but the 'Long Only' funds are the ones quietly soaking up the float. The transfer of wealth is real here. $SOFI is a buy stack and hold. maybe sell CC's for income or to hedge volatility but I'm generally cautious with this as I don't want too many shares called away if I read the market sentiment/direction wrong. https://twitter.com/i/web/status/2020507027101876521 https://twitter.com/i/web/status/2020507027101876521"  
[X Link](https://x.com/KennyZufall/status/2020507027101876521)  2026-02-08T14:36Z [---] followers, [---] engagements


"@YodaStockInvest I added to $SOFI and looking to add to $IREN if it stays low 40's but I didn't save enough dry powder to take advantage immediately. Lesson learned to keep some on hand for big value buys"  
[X Link](https://x.com/KennyZufall/status/2020514405763383500)  2026-02-08T15:05Z [---] followers, [---] engagements


"Real estate is a bit expensive and needs quite the overhead to keep it maintained. It's also a bit more time intensive - find renters/tenants etc. I feel like after your starter home (if you can find one that is not going to eat your capital up in fixing up) you should be focused on the stock market even just investing in a index ETF like VOO. Once you can secure yourself financially start adding a small % to $BTC (I'm aiming for 5% allocation) and then possibly diversify with more real estate for passive income. By this point you should be more financially secure know through your own"  
[X Link](https://x.com/KennyZufall/status/2020518260312019068)  2026-02-08T15:21Z [---] followers, [--] engagements


"@StockSavvyShay I've heard some chatter about $WULF recently for the AI utility layer have you taken a look at them I'm not in yet but starting up some DD. that or $CIFR is going to be my next addition most likely. Need to do a comparative analysis and deep dive into each"  
[X Link](https://x.com/KennyZufall/status/2020520670455636181)  2026-02-08T15:30Z [---] followers, [----] engagements


"@MaineCoonMouser @midascabal Calling a company with $2.8B cash and positive EBITDA a 'disaster' is objectively wrong. Their convertible notes carry extremely low interest and $3.6B in GPU financing at 6% proves the major banks don't think so either"  
[X Link](https://x.com/KennyZufall/status/2020535756838560000)  2026-02-08T16:30Z [---] followers, [---] engagements


"$BTC Why I avoid the leveraged ETFs: $BITU/Leveraged ETFs suffer from volatility decay due to daily rebalancing. They are terrible for holding If BTC goes up 10% then down 10% a 2x ETF actually loses value due to daily rebalancing. It bleeds over time. In a chopping market or downtrend these ETF's are probably the worst to buy. This is why I prefer to take positions in something like $MSTR $ASST or $MARA as a leveraged BTC position. You can sell these at the top of BTC cycles and buy spot on the downtrend without actually using margin. The price swings can look scary and holding through a"  
[X Link](https://x.com/KennyZufall/status/2020536653463380463)  2026-02-08T16:34Z [---] followers, [--] engagements


"You don't have to wait. Bernstein projects $3.4 Billion ARR by the end of [----] just on the current GPU roadmap. H5-10 SW1 & [--] Retrofitting Air-Cooled sites for AI to bridge the deployment gap which per the earnings call is in demand. By 2028/29 when the new 1.6GW Oklahoma campus comes online Waiting is going to see you miss on the key growth years but fair enough. Not every investment/play is for every individual. I'm putting my money in before hyperscalers put theirs in. https://twitter.com/i/web/status/2020541980514672650 https://twitter.com/i/web/status/2020541980514672650"  
[X Link](https://x.com/KennyZufall/status/2020541980514672650)  2026-02-08T16:55Z [---] followers, [---] engagements


"I'm bullish on $IREN and expect it to grow for very significant gains but in my opinion $1024 per share is assuming all hyperscaler contracts and [--] further equity raises. (While theoritically possible depending on prepayments like the $MSFT deal - it seems improbable that there are [--] equity raises when we're talking 10B+ buildouts per facility). Either way it will be accretive. If they pull off a perfect execution miracle without further equity raises I'd be the happiest investor in the planet come [----] https://twitter.com/i/web/status/2020552721384788258"  
[X Link](https://x.com/KennyZufall/status/2020552721384788258)  2026-02-08T17:38Z [---] followers, [----] engagements


"Knowing what you are invested in and knowing the clear trajectory for further value is key for tolerance. If I am highly confident $IREN will re-rate through execution of their pipeline then there's no need for me to worry about the current share price. Dips represent great opportunities but also just DCAing it is good too if you don't have other high conviction plays https://twitter.com/i/web/status/2020640375883612650 https://twitter.com/i/web/status/2020640375883612650"  
[X Link](https://x.com/KennyZufall/status/2020640375883612650)  2026-02-08T23:26Z [---] followers, [--] engagements


"$SOFI Fundamentals chart movement great buy right here for the year"  
[X Link](https://x.com/KennyZufall/status/2020898499093541240)  2026-02-09T16:32Z [---] followers, [--] engagements


"@ColesTrades massive amount of call OI this week is what is causing the headwinds. but $SOFI is literally a buy & stack at these valuations. did the rest of my purchases for the year here unlikely to see these prices ever again once it breaks out from this range"  
[X Link](https://x.com/KennyZufall/status/2020917179474903281)  2026-02-09T17:46Z [---] followers, [---] engagements


"both $SOFI and $IREN are good deals at these valuations if you're buying for longer holds. I like adding $SOFI as a cornerstone to my growth portfolio don't bother watching the price except when I have dry powder for buys when it's in a great buy range like now. $IREN is a bit volatile but I'm very convinced the company executes well with their AI pivot and will re-rate to many multiples higher as it executes partnerships/contracts for it's pipeline and DC buildout. https://twitter.com/i/web/status/2020918539939430595 https://twitter.com/i/web/status/2020918539939430595"  
[X Link](https://x.com/KennyZufall/status/2020918539939430595)  2026-02-09T17:51Z [---] followers, [--] engagements


"@_Sgr_A_Star @badgernewman @Civic108 @Gyujin_9701 yeah I didn't assume any future build outs would be air cooled. Seems counter-intuitive. Seemed more likely utilizing existing build to pivot to more lucrative AI. They're saying the demand is so high companies want these as well just to bridge the gap for time to new DC"  
[X Link](https://x.com/KennyZufall/status/2020933591186710730)  2026-02-09T18:51Z [---] followers, [--] engagements


"So we have an AI arms race and you think $GOOG is going to wait years 1) Google owns 10% of Anthropic ($2B investment) yet Anthropic uses AWS (Amazon) as its primary cloud provider - and Google builds Gemini to compete with them. 2) Google was a major early investor in CrowdStrike then turned around and bought their rival Mandiant for $5.4B. 3) Google literally has already backstopped $CIFR as well through 1.4b guaranteed on the fluidstack deal and got 24m warrants for doing so (5.4% equity) A 14% stake gets them a seat at the table not a monopoly on the supply chain. In arace for power they"  
[X Link](https://x.com/KennyZufall/status/2021160224938229857)  2026-02-10T09:52Z [---] followers, [--] engagements


"I predict that within the next month we will never see $SOFI at these share prices again. Yesterday I rebalanced my portfolio to increase my position size by 100%. SOFI has been and will continue to be a cornerstone of my growth portfolio. I've been investing in SOFI for nearly [--] years and tracking the price action closely. I sold covered LEAPS at the top ($30) last year and just bought them back for to net the difference in premiums. I am more bullish than ever. My only regret is not having more conviction in [----] to acquire even more. https://twitter.com/i/web/status/2021171264472158354"  
[X Link](https://x.com/KennyZufall/status/2021171264472158354)  2026-02-10T10:35Z [---] followers, [---] engagements


"@MaxCrypto BTC rally thursday. Inverse cramer coming to the rescue"  
[X Link](https://x.com/KennyZufall/status/2021183640307200385)  2026-02-10T11:25Z [---] followers, [---] engagements


"@rushicrypto But without the insurance match an employer can give or taking into account 100k in [--] years at a 3% compounding inflation rate will probably be considered lower middle class. You can be comfortable on that but retiring on that is entirely dependent on your age and timeline"  
[X Link](https://x.com/KennyZufall/status/2021206817398051317)  2026-02-10T12:57Z [---] followers, [----] engagements


"The dilution was hedged with capped calls - very few companies do that which shows management was willing to pay a premium to protect shareholder value. In my eyes expecting them to build to scale on the level for the MSFT contract without dilution would be unrealistic. We're talking billions in buildout. Anthropic specifically states it's [--] GW short on needed power. Dilution secured their financial runway and provided the cash needed to expire old convertible notes that could have hurt the stock more. It also allows them to execute on the MSFT contract which should lead to cash generation"  
[X Link](https://x.com/KennyZufall/status/2021214425881907704)  2026-02-10T13:27Z [---] followers, [---] engagements


"I don't buy coke anylonger because the cost is not worth it to me . I used to buy 3-4 packs every [--] weeks. With [--] packs now costing 50% more than [--] packs did when I graduated college it just made me question why i was still buying coca cola and eating into my budget every month. Lost weight and cut a budget expense.if the K shape continues to grow I expect this will eat into more revenue margins for soda companies and fast food which is why I'm not investing in them currently. I've actually been buying Arnold Palmers as a cheaper alternative at gas stations for quick pick ups."  
[X Link](https://x.com/KennyZufall/status/2021218574870720787)  2026-02-10T13:43Z [---] followers, [--] engagements


"@TomSawyerFw @edge_of_power I'd say if you think they can't close deals to not invest in them. I have the faith in their execution so I'm not concerned"  
[X Link](https://x.com/KennyZufall/status/2021256167519826210)  2026-02-10T16:13Z [---] followers, [--] engagements


"@GerardHood82209 @CGInvesting10 yeah not too stressed used to it. But when your timeline to sell is in decades no need to stress current valuations. plan to keep SOFI as a cornerstone of my portfolio into retirement"  
[X Link](https://x.com/KennyZufall/status/2021297999721230819)  2026-02-10T18:59Z [---] followers, [--] engagements


"@runfrombear @mikealfred His thesis for $ASST is $BTC will rally if you don't think $BTC is dead then $ASST is a solid pick. But it's a bit of a painful hold for sure rn"  
[X Link](https://x.com/KennyZufall/status/2021325030693458036)  2026-02-10T20:46Z [---] followers, [--] engagements


"@the_hackatsuki @WheelieInvestor You can make advanced payments. I paid my last loan off in one 7k lump sum [--] years before it was due"  
[X Link](https://x.com/KennyZufall/status/2021370375507148990)  2026-02-10T23:47Z [---] followers, [--] engagements


"@MerlijnTrader As a $BTC bull im just as tired of this narrative as I am of the [--] year cycle or "its dead" narrative of the bears. but I fully expect BTC is near bottom. Whether its because of metals rotating or the sellers dry out it's just a matter of time"  
[X Link](https://x.com/KennyZufall/status/2021670111904735545)  2026-02-11T19:38Z [---] followers, [--] engagements


"$LAES Significant increase in position sizing: This is a big bet at these valuations: Based on the most recent 13F data as of January [--] [----] UBS Group AGs massive increase in $LAES (SEALSQ) stands out as a high-conviction "alpha" play compared to its more cautious or mixed approach to the broader quantum sector.While UBS is the primary "Whale" for your stock its behavior in the rest of the sector suggests it is shifting its focus from "Pure Play Hardware" to the "Security & Infrastructure" layer where $LAES sits.1. UBS 13F Comparison: LAES vs. The FieldTickerQ4 [----] Activity (UBS)Strategy"  
[X Link](https://x.com/KennyZufall/status/2016954298081382741)  2026-01-29T19:19Z [---] followers, [----] engagements


"Quite literally the only reason I maintain an account at my old bank is I don't want to go through the hassle of changing all my bill pays. I have a split deposit going to $SOFI and that's where I keep my savings. Fixed APR higher than my current banks and my current banks savings tend to be at a variable rate. https://twitter.com/i/web/status/2021164869559447849 https://twitter.com/i/web/status/2021164869559447849"  
[X Link](https://x.com/KennyZufall/status/2021164869559447849)  2026-02-10T10:10Z [---] followers, [--] engagements


"If you could go back to [----] and park a decent chunk of capital in $PNC to hold until now would you This is how I think of $SOFI currently. Except SoFi has even more advantages for rapid growth. I'll take 900% returns as my final answer Regis"  
[X Link](https://x.com/KennyZufall/status/2021234886850367640)  2026-02-10T14:48Z [---] followers, [--] engagements


"@Dboybruh take a peek at the [--] year 1d interval i expect the 50ema to bounce off the [---] ema much like April of last year. Expecting to not see these valuations ever again before too long"  
[X Link](https://x.com/KennyZufall/status/2021298832667988198)  2026-02-10T19:02Z [---] followers, [---] engagements


"@finance_intell Love it please hold this for [--] more days for my next DCA. it's absolutely wild how suppressed this is through option hedging right now"  
[X Link](https://x.com/KennyZufall/status/2021329356446978459)  2026-02-10T21:04Z [---] followers, [--] engagements


"@AdamBLiv People are worried ASST will dilute shareholders after their RS i think this is why it's not getting as many buys as the others"  
[X Link](https://x.com/KennyZufall/status/2021354700982096113)  2026-02-10T22:44Z [---] followers, [---] engagements


"$IREN has 5x the pipeline of the current $MSFT contracts MW's. Seeing as CAPEX spending by the MAG7 and anthropic's announcement of being 10GW's short of power I believe they will more than 3x in [--] years. Current MC is 15.75B so once their pipeline is generating revenue im projecting anywhere between 70b-90b MC depending just for H5-10 SW1 &2. Tack on oklahoma being another 1.6GW site for 2028+ buildout and there's a good chance this is a 120-140B MC company at least. Holding for [--] years minimum. $SOFI is my high conviction accumulation whenever I believe it's good value like now. [--] years"  
[X Link](https://x.com/KennyZufall/status/2021367374461460732)  2026-02-10T23:35Z [---] followers, [----] engagements


"Hello I use $SOFI 🫡 Banking student loan refinancing personal loans. Have a cash brokerage for longterm investing and a small bit of crypto assets. I use their relay and generally just use the webpage as I don't like apps all that much. Positive experiences on all fronts. The brokerages are really only decent for some options/swing trading or long term investing. Trading not so much. Never had an issue with the bank side of it. Like the savings rates 🤷♂ https://twitter.com/i/web/status/2021369753483321637 https://twitter.com/i/web/status/2021369753483321637"  
[X Link](https://x.com/KennyZufall/status/2021369753483321637)  2026-02-10T23:44Z [---] followers, [----] engagements


"@anandragn Short it I'd like to pick up some cheaper shares and fuel for the rapid rally when news randomly drops one day"  
[X Link](https://x.com/KennyZufall/status/2021371647161414117)  2026-02-10T23:52Z [---] followers, [---] engagements


"@EO_Farmer This is where the fed needs to step up and cut rates. housing market is getting reamed with these interest rates. These are "good" but i got my home at 4% in [----]. [--] years and we're still running at these rates. wild"  
[X Link](https://x.com/KennyZufall/status/2021611105315967456)  2026-02-11T15:43Z [---] followers, [--] engagements


"$KO when does a risk-off asset become risky Feb [--] 2026: Leadership transition and a $960M impairment charge on BODYARMOR refocus investor attention on growth hurdles. Feb [--] 2026: $KO reports FY [----] results; misses revenue estimates Global unit case volume was "even" for the full year [----] showing reliance on price hikes rather than new customers/demand. A nearly $1B impairment charge indicates the company is struggling to find growth in the competitive sports drink segment. Trading at 26x earnings with only 2% net revenue growth Insiders sold over $38M worth of shares in the last three"  
[X Link](https://x.com/KennyZufall/status/2022282538127888431)  2026-02-13T12:11Z [---] followers, [--] engagements


"I use it - started off with student loan refinancing [--] years ago and started banking with them later. Started my cash brokerage up [--] years ago. But people don't often talk about needing to take a loan and I never talk about which bank i use irl 😅. I also don't talk investing with a lot of peope directly around me. But I also have a RH roth IRA but have just been debating switching it to SOFI. they both have the same match % and it's nice having everything in one spot. SoFi's brokerage isn't flashy it's not really for day/momentum trading the way it's built but for actual longterm investing"  
[X Link](https://x.com/KennyZufall/status/2021550142285811876)  2026-02-11T11:41Z [---] followers, [---] engagements


"$BTC will be green today 👀"  
[X Link](https://x.com/KennyZufall/status/2021564367016202599)  2026-02-11T12:37Z [---] followers, [--] engagements


"@randrewcworth my Gas bill is through the roof the past [--] years during winter. And I've been conservative - i keep the house at [--] during the winter and it's $100 more expensive than when I used to keep it in the low to mid 70's"  
[X Link](https://x.com/KennyZufall/status/2021578845967556627)  2026-02-11T13:35Z [---] followers, [--] engagements


"@alphafox I always only claim myself on my taxes and get decent refunds back. [--] dependent HoH. I'd rather have the safety net of not having an unexpected tax bill and just lump sum the amount into my brokerage when i get it if i dont use it elsewhere"  
[X Link](https://x.com/KennyZufall/status/2021583387266269310)  2026-02-11T13:53Z [---] followers, [----] engagements


"@TheDrugMoney I started up my DCA last month goal is to get to 5% portfolio value in $BTC but taking it slow and for the love of god don't use leverage haha. [--] years shows me I should have been DCAing all along. Finally took the step"  
[X Link](https://x.com/KennyZufall/status/2021586284490236124)  2026-02-11T14:05Z [---] followers, [---] engagements


"The charts are the main reason I use RH tbh. The charts and indicators are indeed better for analyzing chart structure but the fact is the majority of investors should be buying ETF's or not trading. 1% of day traders are profitable 10-20% of retail traders are profitable. 98-99% of longterm investors are profitable. While the charts are nice what matters more is how people manage their money. SoFi actively pushes for the sound money approach which is why I feel they don't focus on the charts and indicators as much. It's also why if you're involved in the trading community you're more likely"  
[X Link](https://x.com/KennyZufall/status/2021589435716976967)  2026-02-11T14:17Z [---] followers, [--] engagements


"@elonmusk I think birth certificates/passports are a dumb requirement. A state issued id or drivers license with a qualifying mark on it to show your eligible should be sufficient"  
[X Link](https://x.com/KennyZufall/status/2021969420684538295)  2026-02-12T15:27Z [---] followers, [---] engagements


"Got a lot of faith in SOFI's vision and execution. The broader market is too risk adverse to trust it rn with economic uncertainties but I refinanced my student loans with SOFI shortly before COVID opened my brokerage after COVID with them and start my savings around the same time. I like the company and it's mission statement. https://twitter.com/i/web/status/2022131344831050036 https://twitter.com/i/web/status/2022131344831050036"  
[X Link](https://x.com/KennyZufall/status/2022131344831050036)  2026-02-13T02:10Z [---] followers, [---] engagements


"0. I bought companies for longterm value trading like they've massively missed expectations ( $SOFI and a few others). $KO's surge shows how the market is currently going risk off but now when the risk-off assets are overvalued like $KO's 26x earnings and 2% YOY growth.no thanks. Not gonna try to time the bottom going to pick things up i have conviction to hold for years. When the market comes back around it will blow past these valuations. https://twitter.com/i/web/status/2022292909500883226 https://twitter.com/i/web/status/2022292909500883226"  
[X Link](https://x.com/KennyZufall/status/2022292909500883226)  2026-02-13T12:52Z [---] followers, [--] engagements


"Economic uncertainty definitely lead to a harder sell off than I expected but they're running to Value traps like $KO $KHC or $GIS imo. The previous defensive stocks are stagnant or in active decline but seeing a boom in share price. People don't realize that when people can't afford grocery bills they cut things like chips soda and condiments first. Market is placing the "safety" in the wrong spot imo. https://twitter.com/i/web/status/2022396128252027158 https://twitter.com/i/web/status/2022396128252027158"  
[X Link](https://x.com/KennyZufall/status/2022396128252027158)  2026-02-13T19:43Z [---] followers, [--] engagements


"@kylewhitegoat They've already passed $BEN in market cap and BEN has been one struggling to maintain MC in the S&P for a while. The increase in MC this year will put them roughly 9B under MC requirements"  
[X Link](https://x.com/KennyZufall/status/2020558160436601283)  2026-02-08T17:59Z [---] followers, [----] engagements


"$BTC at the selling hitting the bid is crazy. This is what makes me think shorts/hedging activity vs real price sentiment the actual orderbook on the sell side is thin AF"  
[X Link](https://x.com/KennyZufall/status/2021598180207411633)  2026-02-11T14:52Z [---] followers, [--] engagements


"@3KComeback Algo driven sell offs from hedging on options leading to liquidations and panick selling. it's really wild to me but all well. I know what I hold. $SOFI is an easy pick for me to ride with"  
[X Link](https://x.com/KennyZufall/status/2021607840125718890)  2026-02-11T15:30Z [---] followers, [---] engagements


"@stockboildown Check back in [--] months or [--] years and anyone not buying here will wish they'd have bought. Short term price movements are really nothing but opportunities if you're holding longterm"  
[X Link](https://x.com/KennyZufall/status/2021608686993502417)  2026-02-11T15:34Z [---] followers, [--] engagements


"@YodaStockInvest @InvestNorthwise I think we're at the "The market can remain irrational longer than you can remain solvent" point right now. Hopefully people will learn to manage their leverage better in higher beta stocks"  
[X Link](https://x.com/KennyZufall/status/2021666069828825219)  2026-02-11T19:22Z [---] followers, [--] engagements


"@YodaStockInvest I think $SOFI should be at least 5% of every longterm growth portfolio"  
[X Link](https://x.com/KennyZufall/status/2021674006772933055)  2026-02-11T19:53Z [---] followers, [--] engagements


"$BTC when do you think the bears will realize it's not going to 50k End of February March F you it's going to 50k April End of February March F you it's going to 50k April"  
[X Link](https://x.com/KennyZufall/status/2021679014306353573)  2026-02-11T20:13Z [---] followers, [---] engagements


"@CK_Cryptoklepto Love how people are bearish on $BTC when filings like this show institutions positioning for a rip in $BTC leveraged proxies"  
[X Link](https://x.com/KennyZufall/status/2021683536919429468)  2026-02-11T20:31Z [---] followers, [--] engagements


"@BellaBaddie__ Rocket League maybe i could actually become good with those kind of hours 🤣"  
[X Link](https://x.com/KennyZufall/status/2021700954853101727)  2026-02-11T21:40Z [---] followers, [---] engagements


"@DiianaD_ More than I had to start. had a twin mattress tv tvstand and computer. no desk no computer chair no weight set and a ps2 which cost way less than a ps5 😅"  
[X Link](https://x.com/KennyZufall/status/2021703560031785258)  2026-02-11T21:51Z [---] followers, [---] engagements


"@ZeroHedge_ Actually I thinkne that's my bad 🫡 I got you confused with Wynn on this o"  
[X Link](https://x.com/KennyZufall/status/2021964026088243558)  2026-02-12T15:06Z [---] followers, [----] engagements


"From what I know of Mike he's bee promoting it for much longer than jan '25 though I didn't follow him prior to end of last year. Institutions often hedge or take profits at set unemotional targets. If the stock surged from their entry they like sold in batches where volume allowed. Doesn't change anything about why $IREN is held - the further re-rates. An example of institutional investors missing chunks of profit: ARK sold $SOFI q1 last year then waited until Q3 to re-buy back in. They essentially FOMO'd the top or bought in to the longterm thesis"  
[X Link](https://x.com/KennyZufall/status/2022111753698468248)  2026-02-13T00:53Z [---] followers, [---] engagements


"eh I'm not concerned $MSFT provides the evidence that the thesis is sound and CAPEX spending Anthropic saying they need [--] GW more and i saw projected another 80GW's is wanted by [----] in general by hyperscalers alone. An additional 4.3GW pipeline provides the thesis for further growth combined with the above as time to data center becomes the most critical aspect for the next 2-3 years. Have a feeling current price action is from options hedging and BTC algo's I'm willing to buy and hold for this. The reward is massively asymetrical. Doubt blackrock is directly hiring paid pumpers on social"  
[X Link](https://x.com/KennyZufall/status/2022116819411108189)  2026-02-13T01:13Z [---] followers, [---] engagements


"ARK performed well last year but they've been in a slump overall (down 50% from highs) They've been making some rough decisions - They should go heavy in IREN imo especially before the MSCI inclusion where passive funds become forced buyers. They sold SOFI Q1 last year and re-entered Q3. Missed a good chunk of profits there. https://twitter.com/i/web/status/2022119898965569758 https://twitter.com/i/web/status/2022119898965569758"  
[X Link](https://x.com/KennyZufall/status/2022119898965569758)  2026-02-13T01:25Z [---] followers, [---] engagements


"Its much simpler: Standard Risk Management. Large Institutions like Blackrock Goldman etc have strict concentration limits. When a volatile asset runs hard their algos automatically trim to lock in gains and reset risk weightings. I don't think a $10T fund exits a position by hiring twitter pumpers - that's giving social media way too much credit. They trade on math. But hey I understand not every play is for every person. I just think it's important for people to realize institutions have algo driven decisions on their positions and it's largely unemotional. Do I think they'd short it or"  
[X Link](https://x.com/KennyZufall/status/2022128148624605683)  2026-02-13T01:58Z [---] followers, [--] engagements


"@Tim_Sweeney_TAR If this happened it'd be crazy big reading this is something at least while we wait on the market to cut its shit driven algo sell off and options hedging.🤣"  
[X Link](https://x.com/KennyZufall/status/2022129458476663125)  2026-02-13T02:03Z [---] followers, [---] engagements


"$BTC What happens when shorts sell to other shorts covering 🤔"  
[X Link](https://x.com/KennyZufall/status/2022329421777220090)  2026-02-13T15:18Z [---] followers, [--] engagements


"@Sir_Kory Enjoy it I wholly believe this sell off has been unjustified and just a knee jerk algo driven sell off based on economic fears and options hedging. I see it trading between high 20's to low 30's later this year"  
[X Link](https://x.com/KennyZufall/status/2022340183027482777)  2026-02-13T16:00Z [---] followers, [--] engagements


"@FransBakker9812 @Google @IREN_Ltd Sooooo look at training sites vs inference sites. My hope is $GOOG will use $IREN's capacity to contract for a training site. Large power available in SW1 would allow for this"  
[X Link](https://x.com/KennyZufall/status/2022347476318171511)  2026-02-13T16:29Z [---] followers, [---] engagements


"@midascabal max pain this week is $43. Good chance it ends around here this week next week is $44 so likely to see a better share price to buy in at without a catalyst"  
[X Link](https://x.com/KennyZufall/status/2022362824236994904)  2026-02-13T17:30Z [---] followers, [----] engagements


"Everyone in growth while not having defensive allocations is why. look a $KO it ran up all january. Good sign of where the capital is rotating - I don't think $KO is great at this valuation given their revenue growth of 2% and flat sales (showing EPS beat was mainly driven by increasing prices and not increased consumption). But historically people love to rotate into $KO when economic uncertainties are in place. https://twitter.com/i/web/status/2022366157362053533 https://twitter.com/i/web/status/2022366157362053533"  
[X Link](https://x.com/KennyZufall/status/2022366157362053533)  2026-02-13T17:44Z [---] followers, [----] engagements


"100% i had a paid off vehicle for [--] years. Only took my recent car loan out due to the last taking a shit 1-2 years before I expected it to & couldn't be maintained through repair due to rust damage (something I didn't take into account when setting up my savings rates for a new purchase) but plan is to give this one to my daughter when she's ready to drive and purchase new with cash when I do for myself. https://twitter.com/i/web/status/2022366986282402214 https://twitter.com/i/web/status/2022366986282402214"  
[X Link](https://x.com/KennyZufall/status/2022366986282402214)  2026-02-13T17:47Z [---] followers, [----] engagements


"@DeepNightLabs I feel June is more likely than March but we'll see"  
[X Link](https://x.com/KennyZufall/status/2022384235559133594)  2026-02-13T18:55Z [---] followers, [---] engagements


"I think they should teach basics how to set up an account buy/sell basic understanding of how options work and the general "safe" method of investing in ETFs. Then teach how to assess how a company is doing P/E forward P/E P/S P/B TBV PEG ratios assessing debt to equity common stock rules (like the rule of 40) etc. Armed with this basic knowledge every high schooler should know to start an investment account and allocate to an ETF for growth. What they do from there is up to them. https://twitter.com/i/web/status/2022387874834899112 https://twitter.com/i/web/status/2022387874834899112"  
[X Link](https://x.com/KennyZufall/status/2022387874834899112)  2026-02-13T19:10Z [---] followers, [--] engagements


"🤣it's wild these rotations to "safety" $GIS is in an active decline. These companies are losing their consumer base as they try to keep their revenue up by increasing the prices. $GIS and others like it are clear value trap to me right now. Kellog taken private $POST is shutting down factories. $KO outsourced at least and is just selling syrup but to me this is just a sign of it being mostly stagnant and a bookkeeping method to string along growth for a bit. Unless wages boom gonna see more quick and easy staples/non-essentials go by the wayside."  
[X Link](https://x.com/KennyZufall/status/2022394020396253334)  2026-02-13T19:34Z [---] followers, [--] engagements


"@elephant_j0ckey @kevinxu ADM might have represented a good opportunity to get in right after they paid their fine and the DOJ closed its investigation. Value trap now. I'd rather go with $PM than $MO. Zyn's growth is going to rise as people can't afford to keep up with cigarette prices and look to quit"  
[X Link](https://x.com/KennyZufall/status/2022400352478429201)  2026-02-13T19:59Z [---] followers, [--] engagements

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