# ![@Capitalclarityy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1950724865805180928.png) @Capitalclarityy Capitalclarity

Capitalclarity posts on X about $nbis, meta, $meta, $amd the most. They currently have [---------] followers and [---] posts still getting attention that total [----------] engagements in the last [--] hours.

### Engagements: [----------] [#](/creator/twitter::1950724865805180928/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1950724865805180928/c:line/m:interactions.svg)

- [--] Week [----------] +135,694%
- [--] Month [----------] +410,572%

### Mentions: [--] [#](/creator/twitter::1950724865805180928/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1950724865805180928/c:line/m:posts_active.svg)


### Followers: [---------] [#](/creator/twitter::1950724865805180928/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1950724865805180928/c:line/m:followers.svg)

- [--] Week [---] +7.90%
- [--] Month [---] +92%

### CreatorRank: [-------] [#](/creator/twitter::1950724865805180928/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1950724865805180928/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [celebrities](/list/celebrities)  [countries](/list/countries)  [financial services](/list/financial-services)  #832 [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [musicians](/list/musicians) 

**Social topic influence**
[$nbis](/topic/$nbis) #378, [meta](/topic/meta), [$meta](/topic/$meta) #650, [$amd](/topic/$amd) #456, [$hood](/topic/$hood), [$iren](/topic/$iren), [we are](/topic/we-are), [$nvda](/topic/$nvda) #2808, [$sofi](/topic/$sofi) #341, [stocks](/topic/stocks)

**Top accounts mentioned or mentioned by**
[@jrouldz](/creator/undefined) [@alphaowltrading](/creator/undefined) [@mrderivatives](/creator/undefined) [@guytalksfinance](/creator/undefined) [@longinvest32](/creator/undefined) [@goooonnney](/creator/undefined) [@networthnotes](/creator/undefined) [@pepemoonboy](/creator/undefined) [@ashton1nvests](/creator/undefined) [@leotraydes](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@robinhoodapp](/creator/undefined) [@barkinvesting](/creator/undefined) [@holysmokas](/creator/undefined) [@leaptrader](/creator/undefined) [@accountingds](/creator/undefined) [@gubloinvestor](/creator/undefined) [@nbisinvestor200](/creator/undefined) [@hoomansv](/creator/undefined) [@awarewealth](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [RAI Finance (SOFI)](/topic/$sofi) [ZetaChain (ZETA)](/topic/$zeta) [Bitcoin (BTC)](/topic/$btc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Goldman Sachs (GS)](/topic/goldman-sachs) [Netflix Inc (NFLX)](/topic/$nflx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [The Root Network (ROOT)](/topic/$root) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Orbs (ORBS)](/topic/$orbs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@MookieMich @HolySmokas Market cap"  
[X Link](https://x.com/Capitalclarityy/status/1960828033788436518)  2025-08-27T22:13Z [--] followers, [---] engagements


"@longoption I see much more upside in OSCR its valuation took a major hit due to the industry as a whole. This is after the company has proven they can grow into profitability and remain there. Company is forecasting back to profitability [----] and still experiencing major revenue growth"  
[X Link](https://x.com/Capitalclarityy/status/1964146643676135445)  2025-09-06T02:00Z [--] followers, [--] engagements


"@kreese05 @Mr_Derivatives Where are you guys getting these numbers from AMD at [---] gives it a forward P/E of [----] For a top company in the chip cycle Can potentially grow revenues at a 25% CAGR for the next [--] years I just dont see it happening"  
[X Link](https://x.com/Capitalclarityy/status/1965473713748328451)  2025-09-09T17:53Z [--] followers, [--] engagements


"$ROOT vs $LMND Which and why"  
[X Link](https://x.com/Capitalclarityy/status/1965522494410088659)  2025-09-09T21:07Z [--] followers, [---] engagements


"@MSNBC Matthew Dowd needs to be fired"  
[X Link](https://x.com/Capitalclarityy/status/1965896609788838080)  2025-09-10T21:54Z [--] followers, [--] engagements


"@almondmilk @DataDInvesting @anthonynoto Do you hear yourself You are so indoctrinated to belittle and wish such things on an individual and their mothers. Sounds like you are the one in a cult Also seems like a very common trait for a lot of SoFi supporters"  
[X Link](https://x.com/Capitalclarityy/status/1965952495920050340)  2025-09-11T01:36Z [--] followers, [--] engagements


"@capeandcowell @FBI @FBIDirectorKash"  
[X Link](https://x.com/Capitalclarityy/status/1965964578241843227)  2025-09-11T02:24Z [--] followers, [--] engagements


"@Shirtharmony @MrMikeInvesting Tell me about it. I'm bullish on AMD anyways so ill let it amuse me"  
[X Link](https://x.com/Capitalclarityy/status/1968089847614386641)  2025-09-16T23:09Z [--] followers, [--] engagements


"@AskFinvest @AwlabIT This is why you do your own due diligence instead of solely relying on an app score"  
[X Link](https://x.com/Capitalclarityy/status/1968289596678222203)  2025-09-17T12:23Z [--] followers, [--] engagements


"@StockOptions888 $EOSE"  
[X Link](https://x.com/shrimpinvests/status/1970267957767848015)  2025-09-22T23:24Z [--] followers, [---] engagements


"@cews7 @ifonecoder @saylordocs But what does that even mean"  
[X Link](https://x.com/shrimpinvests/status/1973786785168965728)  2025-10-02T16:26Z [--] followers, [--] engagements


"@DontLikeElon @LuxAlgo Forward p/e of [-----] this is before adjusting for the OpenAI deal and I have a feeling it will be even lower after their earnings guidance"  
[X Link](https://x.com/kizzyfba/status/1975367457130066149)  2025-10-07T01:07Z [--] followers, [--] engagements


"@nataninvesting There is serious money to be made beyond the hype"  
[X Link](https://x.com/kizzyfba/status/1976364256611402181)  2025-10-09T19:08Z [--] followers, [--] engagements


"@TateTheTalisman Tristan I am on path to be a multi millionaire in the next [--] years. I am running slim on cash for the next market correction. I would love to go over my investment strategies for when the time comes if you really wanted to spend money on something"  
[X Link](https://x.com/kizzyfba/status/1976366092370182582)  2025-10-09T19:16Z [--] followers, [--] engagements


"@NetWorthNotes Exactly if things go south secure some shares discounted. If this goes as planned stock soars and I keep the premium"  
[X Link](https://x.com/kizzyfba/status/1976366652695761011)  2025-10-09T19:18Z [--] followers, [--] engagements


"@NetWorthNotes I already have [----] shares at $16 and some leaps so I don't really need to add at these levels. But you could sell a couple of puts and by some medium/long term options"  
[X Link](https://x.com/kizzyfba/status/1976366942647877824)  2025-10-09T19:19Z [--] followers, [--] engagements


"@value_invest01 I will most likely sell my leaps in the 30s but happy to hold shares long term"  
[X Link](https://x.com/kizzyfba/status/1976441712211062929)  2025-10-10T00:16Z [--] followers, [--] engagements


"@pepemoonboy Love this list. My three were $NBIS $IREN $HOOD I already have a major position in $META"  
[X Link](https://x.com/kizzyfba/status/1977022765808206321)  2025-10-11T14:45Z [--] followers, [---] engagements


"@alc2022 This may be the first post I have seen of yours with validity"  
[X Link](https://x.com/kizzyfba/status/1977072358491099554)  2025-10-11T18:02Z [--] followers, [--] engagements


"@TheRayMyers Why dont you like $CRWV and $ADBE"  
[X Link](https://x.com/kizzyfba/status/1978245662538899953)  2025-10-14T23:44Z [--] followers, [---] engagements


"@LEAPTRADER_ Yea he needs to get off reddit and hop on X they are behind on the times. He could retire today with that capital if he wanted to"  
[X Link](https://x.com/kizzyfba/status/1978589642791567627)  2025-10-15T22:31Z [--] followers, [---] engagements


"@TJTheWheelDeal $OSCR $ORBS"  
[X Link](https://x.com/kizzyfba/status/1979365125292462225)  2025-10-18T01:53Z [--] followers, [---] engagements


"@LEAPTRADER_ What are your typical DTE for CSP"  
[X Link](https://x.com/kizzyfba/status/1979545798896488829)  2025-10-18T13:51Z [--] followers, [--] engagements


"Last time I got greedy with a lower entry the stock soared another 50%. I like $NBIS at these prices I still have my $90 CSP in place for additional shares if we hit those levels"  
[X Link](https://x.com/kizzyfba/status/1980668685065855000)  2025-10-21T16:13Z [--] followers, [---] engagements


"@accounting_ds Closed very strong"  
[X Link](https://x.com/kizzyfba/status/1981135430042210632)  2025-10-22T23:07Z [--] followers, [--] engagements


"@DanInvestings I did some more due diligence on $NBIS today and I gotta say you nailed the coffin on this summary. Glad to see we are interpreting the information similarly"  
[X Link](https://x.com/kizzyfba/status/1981136884110938375)  2025-10-22T23:13Z [--] followers, [---] engagements


"@BobbyFinanceX You use margin"  
[X Link](https://x.com/kizzyfba/status/1981175765732642980)  2025-10-23T01:48Z [--] followers, [--] engagements


"@fkthematrixx @QuintenFrancois What were you buying"  
[X Link](https://x.com/kizzyfba/status/1981176948882874769)  2025-10-23T01:52Z [--] followers, [--] engagements


"@BoeningJames My portfolio actually did very well minus $OSCR. I think I remember you having a large position as well. Probably what dragged us down"  
[X Link](https://x.com/kizzyfba/status/1988017117203959928)  2025-11-10T22:53Z [--] followers, [---] engagements


"@kenanabdiyev1 @thexcapitalist Checkout their balance sheet first of all. Second of all their [----] guidance does not include ACA"  
[X Link](https://x.com/kizzyfba/status/1988201705960550677)  2025-11-11T11:06Z [--] followers, [---] engagements


"@pepemoonboy Why not vix calls"  
[X Link](https://x.com/kizzyfba/status/2001417520012521535)  2025-12-17T22:21Z [--] followers, [--] engagements


"@kpak82 Understand the macro events that took place in those scenarios as well"  
[X Link](https://x.com/kizzyfba/status/2005024822561308895)  2025-12-27T21:15Z [--] followers, [---] engagements


"@jrouldz Haha yea NBIS has a more cult like following than CRWV for sure. I just find NBIS more attractive. Balance sheet throws me off too much for CRWV The relationship between CRWV and NVDA is a major positive note though"  
[X Link](https://x.com/kizzyfba/status/2005796767590126074)  2025-12-30T00:23Z [--] followers, [--] engagements


"@NetWorthNotes Yea its been a painful ride this year. I already have a sizable position. If we get to extreme lows maybe I will add some leaps. But as long as OSCR can execute in [----] regain profitability maintain strong revenue growth and outlooks the stock will see a strong rerating"  
[X Link](https://x.com/kizzyfba/status/2005797551711347055)  2025-12-30T00:26Z [--] followers, [--] engagements


"@anandchokshi19 @jrouldz"  
[X Link](https://x.com/kizzyfba/status/2010038955660718372)  2026-01-10T17:20Z [--] followers, [--] engagements


"@joelcompiles Adobe charges that much For what services And is it worth it Just curious if there are other companies you looked into and Adobe just seemed like the best fit for you. Thanks"  
[X Link](https://x.com/kizzyfba/status/2011155547240956101)  2026-01-13T19:17Z [--] followers, [---] engagements


"Hey everyone I am here to share my investing journey over the last year. How I went from 50% portfolio gains by buying dips and focusing on the long term to losing close to 70k day trading. I had significant cash ready to deploy for the April lows and was able to lock in some some nice gains. I fell in love with analyzing companies and understanding them at a deep level then buying shares when valuations seem justified. It just wasn't enough at the time I guess. I dabbled with day trading. Had a lot of success my first week making 20k which probably hurt me in the long run. I started losing a"  
[X Link](https://x.com/kizzyfba/status/2011175625663435005)  2026-01-13T20:36Z [--] followers, [--] engagements


"$META One of my top picks for the next decade. A top dog in advertising pulling in gross margins of 82% and operating margins of 40% in their most recent quarter. Mark Zuckerberg is among the greatest CEOs of all time and is still running the company with extreme ambition. The stock has been in some turmoil recently for the following reasons: - Concerns with the major capex - 15.9-billion-dollar one off tax hit - Mark Zuckerberg announced Meta compute While capex is continuing to expand and investors are worried about the returns on that invested capital we are also seeing major growth to"  
[X Link](https://x.com/kizzyfba/status/2011261341986640176)  2026-01-14T02:17Z [--] followers, [---] engagements


"Here is my valuation based on some basic financial forecasting and giving $META a P/E I feel is fair given the strength of their business. This is my base case. My revenue growth is extremely conservative here. Net margins should be normalized after this most recent quarter. If they execute to this degree (which I think is very possible) and the market feels they deserve a multiple which is similar to its peers this brings META to [----] by [----]. https://twitter.com/i/web/status/2011262257674567693 https://twitter.com/i/web/status/2011262257674567693"  
[X Link](https://x.com/kizzyfba/status/2011262257674567693)  2026-01-14T02:21Z [--] followers, [---] engagements


"Supreme Court ruling today to determine the legality of Trumps tariffs. Personally I think they deem them legal and we move on. Not only that but Im seeing people predicting a bullish reaction if they get overruled I think the opposite will occur. If the Tariffs are overruled I believe it will cause too much uncertainty which markets dont like. Continuation of tariffs will be business as usual. https://twitter.com/i/web/status/2011422795192770962 https://twitter.com/i/web/status/2011422795192770962"  
[X Link](https://x.com/kizzyfba/status/2011422795192770962)  2026-01-14T12:58Z [--] followers, [--] engagements


"$BTC almost at 100k again. While I dont really believe in crypto I believe they play a role in the overall strength in the markets. It is nice to see the momentum over the last month. I do $5 buys daily in $BTC and $ETH but Id rather place my large buys in companies that produce cash flows. https://twitter.com/i/web/status/2011522557279613315 https://twitter.com/i/web/status/2011522557279613315"  
[X Link](https://x.com/kizzyfba/status/2011522557279613315)  2026-01-14T19:35Z [--] followers, [--] engagements


"@Ashton_1nvests I like $OSCR I saw another comment mentioning $ADBE which I also love at these levels"  
[X Link](https://x.com/kizzyfba/status/2011533618095800385)  2026-01-14T20:19Z [--] followers, [---] engagements


"Anyone else not thrilled for the OpenAI IPO I feel they are just a debt machine. Although I would like to know what projects they have been working on besides ChatGPT"  
[X Link](https://x.com/kizzyfba/status/2011535407222308868)  2026-01-14T20:26Z [--] followers, [--] engagements


"@jrouldz How do you determine a winner vs a loser when trying to pick based on future share price estimates I tend to lean towards valuation and confirmed future growth but I missed a lot of opportunities because I avoid the former"  
[X Link](https://x.com/kizzyfba/status/2011608648041259091)  2026-01-15T01:17Z [--] followers, [---] engagements


"I typically enjoy analysts having bearish estimates but in this scenario I feel $NBIS deserves the upside estimates. Updated $NIBS Analyst PT: Northland Securities - $211 Arete Research - $211 Citizens JMP - $175 Goldman Sachs - $155 BWS Financial - $130 D.A. Davidson - $150 Morgan Stanley - $126 Average price target: $165 63% upside from here. Updated $NIBS Analyst PT: Northland Securities - $211 Arete Research - $211 Citizens JMP - $175 Goldman Sachs - $155 BWS Financial - $130 D.A. Davidson - $150 Morgan Stanley - $126 Average price target: $165 63% upside from here"  
[X Link](https://x.com/kizzyfba/status/2011851421495271908)  2026-01-15T17:22Z [--] followers, [---] engagements


"How is everyone feeling about the market overall NDX has had a hard time gaining new ATH while SPX has been consistently grinding higher this year. We are already up 0.85% on the year Earnings next month will set the tone for a bit"  
[X Link](https://x.com/kizzyfba/status/2012186882235625726)  2026-01-16T15:35Z [--] followers, [--] engagements


"@Ashton_1nvests I love $ADBE here"  
[X Link](https://x.com/kizzyfba/status/2012214185833230553)  2026-01-16T17:23Z [--] followers, [---] engagements


"Debating maxing out a 0% APR credit card for my business - selling through the inventory - and using the funds for the wheel strategy before interest starts to accrue. Stupid or free alpha I feel like its less risky than using margin to be honest"  
[X Link](https://x.com/kizzyfba/status/2012257620208300190)  2026-01-16T20:16Z [--] followers, [--] engagements


"@investingluc Sold some cash secured puts earlier today. Loving $HOOD at these levels"  
[X Link](https://x.com/kizzyfba/status/2012267927542591576)  2026-01-16T20:57Z [--] followers, [--] engagements


"OpenAI will now be implementing ads into ChatGPT Excited to see how this plays out - like I said before I feel like they are a debt machine right now. If they can generate enough cash flow from this that would be nice. On another note I dont even use ChatGPT anymore I am constantly getting incorrect information or responses claiming information cannot be found. Gemini doesnt seem to have much of a problem with either of these which has been my go to recently. We are starting to test ads in ChatGPT free and Go (new $8/month option) tiers. Here are our principles. Most importantly we will not"  
[X Link](https://x.com/kizzyfba/status/2012284016586551547)  2026-01-16T22:01Z [--] followers, [--] engagements


"Three day weekend is beautiful for option sellers. When you sell options theta becomes your friend. I get three free days of theta burn on my open positions"  
[X Link](https://x.com/kizzyfba/status/2012284555051327950)  2026-01-16T22:03Z [--] followers, [--] engagements


"@656hjhfgvt @jrouldz I totally agree with this take. Although it seems like almost every name in those sectors are just going up regardless of real value being provided. So you typically ride the wave and get out before markets shift"  
[X Link](https://x.com/kizzyfba/status/2012337512174297561)  2026-01-17T01:33Z [---] followers, [--] engagements


"@GuyTalksFinance Its a valid approach but my Roth is my retirement funds - cant withdraw any gains prior to [--] anyways - thats why its my invest and forget portfolio"  
[X Link](https://x.com/kizzyfba/status/2012343633098272916)  2026-01-17T01:58Z [--] followers, [---] engagements


"@PythiaR I agree. We need a catalyst. Right now earnings seem to be immaculate - so maybe some macro event causes a major drawdown. How much margin do you use relative to overall account size"  
[X Link](https://x.com/kizzyfba/status/2012527553118933354)  2026-01-17T14:08Z [--] followers, [---] engagements


"@samsolid57 77% drawdown and still has a P/E of [--] - you liking it at these levels"  
[X Link](https://x.com/kizzyfba/status/2012528778073849943)  2026-01-17T14:13Z [--] followers, [---] engagements


"What percentage cash is everyone sitting at right now Markets at ATH and VIX pretty tamed has me a bit cautious of the future"  
[X Link](https://x.com/kizzyfba/status/2012531766666416347)  2026-01-17T14:25Z [--] followers, [--] engagements


"Trump announcing tariffs on various countries. Let's see how the markets react Tuesday. BREAKING: President Trump announces a 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy https://t.co/978qAHjxao BREAKING: President Trump announces a 10% tariff on Denmark Norway Sweden France Germany the UK Netherlands and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will"  
[X Link](https://x.com/kizzyfba/status/2012571081098268758)  2026-01-17T17:01Z [--] followers, [--] engagements


"@TedHZhang I stopped using ChatGPT as well. I mainly use Gemini and Grok"  
[X Link](https://x.com/kizzyfba/status/2012571595512881250)  2026-01-17T17:03Z [--] followers, [--] engagements


"@Mr_Derivatives Some people run it through grammarly or AI to ensure no errors"  
[X Link](https://x.com/kizzyfba/status/2012585560343224483)  2026-01-17T17:59Z [--] followers, [--] engagements


"Since when is a 0.8% drop in the market a black swan event People this worried about the market is honestly giving me the feeling we got some more upside before a correction"  
[X Link](https://x.com/kizzyfba/status/2012886972742692992)  2026-01-18T13:57Z [--] followers, [--] engagements


"@pepemoonboy $NBIS $IREN $META"  
[X Link](https://x.com/kizzyfba/status/2012904820772925947)  2026-01-18T15:08Z [--] followers, [---] engagements


"@Mr_Derivatives Nobody knows a damn thing where crypto prices are going. It's all fairy dust"  
[X Link](https://x.com/kizzyfba/status/2013020348652925026)  2026-01-18T22:47Z [--] followers, [--] engagements


"@VotrubaLog @Gubloinvestor I got my eye on $ZETA as well"  
[X Link](https://x.com/kizzyfba/status/2013294153942139216)  2026-01-19T16:55Z [--] followers, [--] engagements


"@nbisinvestor200 I love your conviction. Both are my two highest conviction plays as well. $NFLX has me intrigued but as you mentioned in another comment. I need more funds lmao"  
[X Link](https://x.com/kizzyfba/status/2013306527663141358)  2026-01-19T17:44Z [--] followers, [---] engagements


"@longinvest32 Right now it is sitting at 15% of my portfolio. If my cash secured puts get executed at $90 it will become my largest holding"  
[X Link](https://x.com/kizzyfba/status/2013308894450176084)  2026-01-19T17:53Z [--] followers, [---] engagements


"@hoomansv Honestly. To get a correction done in a single day rather than dragging it on is okay to me"  
[X Link](https://x.com/kizzyfba/status/2013384428525924604)  2026-01-19T22:53Z [--] followers, [----] engagements


"@willssddd @hoomansv Yup. Information spreads so quickly now - as time goes on we will continue to speed through corrections quicker. Even from April until now look how much of a rebound we have had"  
[X Link](https://x.com/kizzyfba/status/2013407724134863246)  2026-01-20T00:26Z [--] followers, [--] engagements


"Lets see how these macro events play out - but a lot of companies are primed for explosive moves to the upside If we have solid earnings and tensions ease I think we could see a very nice rally on a lot of names"  
[X Link](https://x.com/kizzyfba/status/2013444059633762564)  2026-01-20T02:50Z [--] followers, [--] engagements


"@DaveTaylorNews Looking like the true correction needs to be in gold"  
[X Link](https://x.com/kizzyfba/status/2013559412674146542)  2026-01-20T10:29Z [--] followers, [----] engagements


"@donwinslow One day of red and all the Debbie downers hit the feed"  
[X Link](https://x.com/kizzyfba/status/2013560228768309729)  2026-01-20T10:32Z [--] followers, [--] engagements


"@R89Capital Gold is the asset in need of a correction"  
[X Link](https://x.com/kizzyfba/status/2013564984366711028)  2026-01-20T10:51Z [--] followers, [---] engagements


"Sold [--] puts for $IREN $45 strike $840 premium collected 02/13 expiration"  
[X Link](https://x.com/kizzyfba/status/2013632034099306988)  2026-01-20T15:17Z [--] followers, [---] engagements


"@DividendTalks I love $META ❤"  
[X Link](https://x.com/kizzyfba/status/2013658658446413997)  2026-01-20T17:03Z [--] followers, [---] engagements


"@DudeWhoInvests I cant fully gain the conviction that I have in other names - for this reason Id rather put my money elsewhere. Will Duolingo pump to new ATH Who knows. If that happens I will still be happy with my decisions"  
[X Link](https://x.com/kizzyfba/status/2013687541493317919)  2026-01-20T18:58Z [--] followers, [--] engagements


"@RentYourStocks Revenue growth + Moat gives $META a higher deserving multiple"  
[X Link](https://x.com/kizzyfba/status/2013699936961868218)  2026-01-20T19:47Z [--] followers, [---] engagements


"@Leo_Traydes $AMD held me up for a while. Gonna end red"  
[X Link](https://x.com/kizzyfba/status/2013701630990930374)  2026-01-20T19:54Z [--] followers, [---] engagements


"@AwareWealth Will depend slightly on broader market conditions as long as we dont have a major crash or correction all year its achievable"  
[X Link](https://x.com/kizzyfba/status/2013776516568474107)  2026-01-21T00:51Z [---] followers, [--] engagements


"The more I am looking at some charts the more I am seeing patterns of major drawdowns before rally's. I think we see a lot of blood in the coming weeks which could be expedited by geopolitical issues. From there we rally hard. Just got to keep accumulating cash for when true opportunity presents itself. https://twitter.com/i/web/status/2013786550442577979 https://twitter.com/i/web/status/2013786550442577979"  
[X Link](https://x.com/kizzyfba/status/2013786550442577979)  2026-01-21T01:31Z [---] followers, [--] engagements


"@stockboildown Yea that would be nice - but I think the healthier play is to see at least a 10% correction. I think companies and earnings are extremely strong but valuations are definitely elevated. Another leg up would take us to some wild levels"  
[X Link](https://x.com/kizzyfba/status/2013813390158725337)  2026-01-21T03:18Z [---] followers, [--] engagements


"@StockSavvyShay Strong report followed by strong selloff shows the condition of this market"  
[X Link](https://x.com/kizzyfba/status/2013813866338062408)  2026-01-21T03:20Z [---] followers, [---] engagements


"@longinvest32 Id love to make $NBIS my biggest position but will be patient. If a true correction takes place we could see $60s which would be generational"  
[X Link](https://x.com/kizzyfba/status/2013816242235232262)  2026-01-21T03:29Z [--] followers, [---] engagements


"Dead cat bounce"  
[X Link](https://x.com/kizzyfba/status/2013980500226932945)  2026-01-21T14:22Z [---] followers, [--] engagements


"@TheTradingChamp You literally posted this at the daily high"  
[X Link](https://x.com/kizzyfba/status/2014036547738165446)  2026-01-21T18:05Z [---] followers, [--] engagements


"NDX had a breakout to the downside two days ago from the rising wedge it has been forming the past [--] days Rebounded beautifully off the [---] day SMA Both moves seemed to be caused by Tariff announcements"  
[X Link](https://x.com/kizzyfba/status/2014073060089872763)  2026-01-21T20:30Z [---] followers, [--] engagements


"@nbisinvestor200 Anyone who sold $NBIS today does not deserve the rally ahead"  
[X Link](https://x.com/kizzyfba/status/2014091204640591910)  2026-01-21T21:42Z [---] followers, [---] engagements


"@GuyTalksFinance @Leo_Traydes Not everyone wants to wait until [--] for their funds. I max out my Roth every year but taxes are a cost of doing business when investing"  
[X Link](https://x.com/kizzyfba/status/2014111507328401473)  2026-01-21T23:02Z [---] followers, [--] engagements


"@PaulDiNatale1 @kinginvestings This is why I stick to equities"  
[X Link](https://x.com/kizzyfba/status/2014151173612142700)  2026-01-22T01:40Z [---] followers, [--] engagements


"@TheProfInvestor $NVDA has been in consolidation for the last [--] months. It is primed - so is $AMD and you can see it playing out already. If earnings are as good as I think they will be don't be surprised if we rip into new ATH for both"  
[X Link](https://x.com/kizzyfba/status/2014152383668928677)  2026-01-22T01:45Z [---] followers, [---] engagements


"@PaulDiNatale1 @kinginvestings Agreed I don't hate on real estate. Just not my cup of tea"  
[X Link](https://x.com/kizzyfba/status/2014155070992982464)  2026-01-22T01:56Z [---] followers, [--] engagements


"@WheelieInvestor No stock goes up forever. If your thesis is still intact - take advantage of the dips/consolidations to add. Look at $AMD $NVDA recently. $AMD already starting its move and I think $NVDA isn't to far behind"  
[X Link](https://x.com/kizzyfba/status/2014415137935872429)  2026-01-22T19:09Z [---] followers, [---] engagements


"@Mr_Derivatives She is a legend"  
[X Link](https://x.com/kizzyfba/status/2014426395833675932)  2026-01-22T19:54Z [---] followers, [---] engagements


"$INTC earnings are out. Beat on both revenue and EPS but poor outlook due to supply constraints. Bullish for $AMD - AMD has CPUs that continue to steal market share from Intel. Also throw in the execution abilities from Lisa Su and we will continue to see $AMD surpass everyone"  
[X Link](https://x.com/kizzyfba/status/2014461487113191890)  2026-01-22T22:13Z [---] followers, [---] engagements


"@RobinhoodApp Have a financial analysis addition - one similar to With a clean UI where I can analyze financials/valuations and compare to other companies etc http://fiscal.ai http://fiscal.ai"  
[X Link](https://x.com/kizzyfba/status/2014464948039020813)  2026-01-22T22:27Z [---] followers, [--] engagements


"I enjoy cash secured puts much more than covered calls. Selling a covered call is just to stressful to me when I am bullish on a company. Hoping a company you own stays down in price and fearing the possibility of getting shares called away. Selling puts I am just being paid to DCA"  
[X Link](https://x.com/kizzyfba/status/2014793309517226093)  2026-01-23T20:12Z [---] followers, [--] engagements


"Okay. $NBIS price action has been annoying to say the least - especially seeing other neoclouds continue to rise significantly while we are stagnant. So I wanted to go over in this post why I am not worried. [--]. This is not a short term trade. This is a company I believe in for the long term so patience is a virtue here. [--]. Why is the stock not moving Execution risk. But again not worried. I always say leadership makes or breaks a company - which is why my portfolio only consists of some of the top CEOs and management teams. $NBIS is no different. This team is founded with extensive business"  
[X Link](https://x.com/kizzyfba/status/2014830407670247867)  2026-01-23T22:39Z [---] followers, [--] engagements


"Okay. $NBIS price action has been annoying to say the least - especially seeing other neoclouds continue to rise significantly while we are stagnant. So I wanted to go over in this post why I am not worried. [--]. This is not a short term trade. This is a company I believe in for the long term so patience is a virtue here. [--]. Why is the stock not moving Execution risk. But again not worried. I always say leadership makes or breaks a company - which is why my portfolio only consists of some of the top CEOs and management teams. $NBIS is no different. This team is founded with extensive business"  
[X Link](https://x.com/kizzyfba/status/2014833642304848301)  2026-01-23T22:52Z [---] followers, [----] engagements


"@YodaStockInvest This four stock portfolio would significantly outperform over the next few years"  
[X Link](https://x.com/kizzyfba/status/2014836271483342961)  2026-01-23T23:02Z [---] followers, [---] engagements


"@TrdeToScale Yea you definitely need significant capital it bring in enough income still 10k a month with 2% returns requires 500k Throw in a couple higher premium plays to reduce required capital. Better than [--] mil in dividend stocks producing 4% APY"  
[X Link](https://x.com/kizzyfba/status/2014897167060644244)  2026-01-24T03:04Z [---] followers, [--] engagements


"@goooonnney Everlong - Foo fighters Yosemite - Travis Scott Wake up - Travis Scott Leroy - Trippie redd [----] - smashing pumpkins All very easy All sound good"  
[X Link](https://x.com/kizzyfba/status/2014904892851183736)  2026-01-24T03:35Z [---] followers, [---] engagements


"Honestly this much of a surge definitely has something to do with FOMO liquidity. People saw these assets surging and all funneled in causing a continued rally. Wouldnt be surprised if they both get obliterated Not saying disregard its rise entirely but something to consider. https://twitter.com/i/web/status/2014916792456487101 https://twitter.com/i/web/status/2014916792456487101"  
[X Link](https://x.com/kizzyfba/status/2014916792456487101)  2026-01-24T04:22Z [---] followers, [---] engagements


"If we are red Monday I will be selling cash secured puts on $AVGO"  
[X Link](https://x.com/kizzyfba/status/2014924574949863468)  2026-01-24T04:53Z [---] followers, [--] engagements


"@Dividend_Dollar $AMD"  
[X Link](https://x.com/kizzyfba/status/2015091660556751190)  2026-01-24T15:57Z [---] followers, [--] engagements


"$AVGO and $NVDA are primed. If you feel you missed $AMD popping off $200 you have two other opportunities. NFA"  
[X Link](https://x.com/kizzyfba/status/2015134542181392790)  2026-01-24T18:48Z [---] followers, [--] engagements


"@DTrades98 $META and $AMZN its a tough choice If I HAD to chose one $META"  
[X Link](https://x.com/kizzyfba/status/2015163301609517255)  2026-01-24T20:42Z [---] followers, [--] engagements


"We are in a once in a generational bull run. I need to lock in and generate some serious cash flow so Im ready for opportunities. If we get a correction what stocks are you buying"  
[X Link](https://x.com/kizzyfba/status/2015232068699959521)  2026-01-25T01:15Z [---] followers, [--] engagements


"Many things differentiate $NBIS from other neo-clouds Their EU ties gives them opportunity unlike strictly domestic companies. Not only from a customer acquisition standpoint - but also their ability to secure capacity. BREAKING: 🚨 Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty cutting reliance on U.S. giants like AWS Azure and Google Cloud and promoting a European Eurostack. https://t.co/DgN58aMwjK BREAKING: 🚨 Europe is moving to replace U.S. tech firms with local ones. An EU Parliament resolution urges digital sovereignty"  
[X Link](https://x.com/kizzyfba/status/2015533280955686960)  2026-01-25T21:12Z [---] followers, [---] engagements


"@AtlasCapitalxx Gave it all back. This is all short term noise. Long term we will be wishing we added more here"  
[X Link](https://x.com/kizzyfba/status/2015817492711522625)  2026-01-26T16:01Z [---] followers, [---] engagements


"Markets are up today but a very mixed bag for individual names. How is your portfolio performing today"  
[X Link](https://x.com/kizzyfba/status/2015822893209264380)  2026-01-26T16:23Z [---] followers, [--] engagements


"@Mountainman1723 😂 I almost didnt post this. But I had to"  
[X Link](https://x.com/kizzyfba/status/2016226117716169046)  2026-01-27T19:05Z [---] followers, [--] engagements


"@Enterprise69842 All great points. I love reading these $NBIS posts. Constantly learning and reinforcing my conviction. Long $NBIS"  
[X Link](https://x.com/kizzyfba/status/2016298423276757265)  2026-01-27T23:52Z [---] followers, [---] engagements


"I think earnings will be a banger. But I am also leaning bearish on the markets overall. Just sitting patient. I think we have some volatility in the near future. Ready to load $IREN $NBIS - I kinda want to add one more ticker to my watch list. $SNDK $MU $BE $TE $RKLB $ASST are amongst the top I have in mind https://twitter.com/i/web/status/2014012064658841699 https://twitter.com/i/web/status/2014012064658841699"  
[X Link](https://x.com/kizzyfba/status/2014012064658841699)  2026-01-21T16:27Z [---] followers, [----] engagements


"@bubbleboi Nice callout"  
[X Link](https://x.com/kizzyfba/status/2014453930722279817)  2026-01-22T21:43Z [---] followers, [----] engagements


"@NoahOptions Depends. High beta names ill usually run 2-3 weeks out. Faster theta decay and still collecting juicy premium. Lower IV will be [--] days typically"  
[X Link](https://x.com/kizzyfba/status/2014799369074065492)  2026-01-23T20:36Z [---] followers, [--] engagements


"FINRA Margin debt continues to increase with the latest report in December showing record high margin usage of [---] trillion. While this number is concerning when looked at relative to the S&P size we see the overall market growth is actually considerably faster. If we want a major reduction in overall margin usage we would need a very prolonged bear market. But even still we aren't seeing investors as over leveraged as they were in previous stock market periods. https://en.macromicro.me/charts/415/us-margin-debtutm_source=twitter&utm_medium=social&utm_content=share"  
[X Link](https://x.com/kizzyfba/status/2016190788187644361)  2026-01-27T16:45Z [---] followers, [--] engagements


"@accounting_ds Income will get you there much faster than capital gains"  
[X Link](https://x.com/kizzyfba/status/2016216752204484822)  2026-01-27T18:28Z [---] followers, [---] engagements


"Wow. $NBIS may actually close green today"  
[X Link](https://x.com/kizzyfba/status/2016222390380802203)  2026-01-27T18:50Z [---] followers, [---] engagements


"@vladtenev Full company analysis company comparisons financial statements price forecasting. These would be a great addition to Robinhood. This would make it a one stop shop for investors"  
[X Link](https://x.com/kizzyfba/status/2016238717971595501)  2026-01-27T19:55Z [---] followers, [---] engagements


"$OSCR earnings on 02/10 Felt like the longest [--] months waiting for this This earnings could be a make or break for me as a shareholder I need to see some good results and bullish forecasting from management Otherwise my capital would be put to better use elsewhere"  
[X Link](https://x.com/kizzyfba/status/2016278263438487853)  2026-01-27T22:32Z [---] followers, [---] engagements


"@vnkumarvnk Never fade Zuck and $META"  
[X Link](https://x.com/kizzyfba/status/2016698878624469253)  2026-01-29T02:24Z [---] followers, [----] engagements


"Fear monger. Gold/silver spikes dont typically precede major market declines but usually are rotated into as safe havens due to market declines. Also this major surge has a lot to do with FOMO buying. These moves arent normal so when people see it they ride the wave creating a ripple effect. I sure as shit wouldnt fade them but I wouldnt be surprised if gold/silver get obliterated before a major market decline occurs. https://twitter.com/i/web/status/2016728000134275447 https://twitter.com/i/web/status/2016728000134275447"  
[X Link](https://x.com/kizzyfba/status/2016728000134275447)  2026-01-29T04:19Z [---] followers, [---] engagements


"$VIX spikes are good and healthy. Days like today are good opportunities to DCA on names you love"  
[X Link](https://x.com/kizzyfba/status/2016895166628405648)  2026-01-29T15:24Z [---] followers, [--] engagements


"@retail_mourinho While market dumping today. Algos trying to shake us out"  
[X Link](https://x.com/kizzyfba/status/2016898496360509929)  2026-01-29T15:37Z [---] followers, [----] engagements


"@AlphaOwlTrading Yup. Long term $META is great. The spend annoys me but I have faith in Zuck. Just wait until the spend is tamed. We will feast"  
[X Link](https://x.com/kizzyfba/status/2016908273287368896)  2026-01-29T16:16Z [---] followers, [--] engagements


"$META and $MSFT both had earnings. Both guided towards an increase in capex and continued AI infrastructure buildout/investments. $NVDA invests another $2 billion into $CRWV $META and $MSFT already have deals with $NBIS No negative news has come out for neoclouds. Yet the entire sector got demolished today. $CRWV and $NBIS taking the biggest hit from it. Makes sense. https://twitter.com/i/web/status/2016975852085584308 https://twitter.com/i/web/status/2016975852085584308"  
[X Link](https://x.com/kizzyfba/status/2016975852085584308)  2026-01-29T20:44Z [---] followers, [--] engagements


"@goooonnney Yup. I think it is one of the safest ways to use margin and I don't pay interest on it. But even with that said. I still limit how much I am exposed too. Last thing I need is a 10% correction and all my positions get assigned and I get a margin call"  
[X Link](https://x.com/kizzyfba/status/2016977588678226017)  2026-01-29T20:51Z [---] followers, [--] engagements


"@goooonnney Because I do take these trades on high beta names like $NBIS $IREN $AVGX $ONDS Even the last 5% correction we saw 50% drawdown on these names"  
[X Link](https://x.com/kizzyfba/status/2016977820430254305)  2026-01-29T20:52Z [---] followers, [---] engagements


"@retail_mourinho My view as well. Time will tell but Im leaning towards Warsh favoring Trumps wishes"  
[X Link](https://x.com/kizzyfba/status/2017215752172867816)  2026-01-30T12:38Z [---] followers, [--] engagements


"$SOFI with another double beat Up 5% pre market Under regular $SOFI fashion we should see this stock end the day -5% for a great buying opportunity"  
[X Link](https://x.com/kizzyfba/status/2017225347368988995)  2026-01-30T13:16Z [---] followers, [---] engagements


"@jrouldz You missed the part they called it half way up the green line too lmao. Shorts still down 200%"  
[X Link](https://x.com/kizzyfba/status/2017241808661594620)  2026-01-30T14:21Z [---] followers, [---] engagements


"Earnings have all been great. Trump says new fed chair will have no issue cutting rates. Market just wants a breather I guess"  
[X Link](https://x.com/kizzyfba/status/2017304340780712064)  2026-01-30T18:30Z [---] followers, [--] engagements


"Definitely a weird bull cycle we are in"  
[X Link](https://x.com/kizzyfba/status/2017315546031665482)  2026-01-30T19:14Z [---] followers, [--] engagements


"$NBIS showing continued downward momentum. If we retest recent lows of [--] this actually should align for a beautiful touch off the [---] day EMA giving us a nice point to bounce off of"  
[X Link](https://x.com/kizzyfba/status/2017321206676885972)  2026-01-30T19:37Z [---] followers, [---] engagements


"VERY EXCITING $NBIS This earnings call will be critical. Even if this earnings is an absolute banger if we see markets enter some turmoil $NBIS will be dragged with it. But if I see that management is executing at a high level the long term thesis remains and I will continue to DCA. $NBIS to announce Q4 earnings and FY2025 results on Februray 12th. https://t.co/vGm5PkCj1p $NBIS to announce Q4 earnings and FY2025 results on Februray 12th. https://t.co/vGm5PkCj1p"  
[X Link](https://x.com/kizzyfba/status/2017346877335777299)  2026-01-30T21:19Z [---] followers, [---] engagements


"Buy high sell low. Overtime you will outperform even the greatest"  
[X Link](https://x.com/kizzyfba/status/2017362979415531951)  2026-01-30T22:23Z [---] followers, [--] engagements


"@Breadddman You are still primarily cash though correct What are some of the biggest datapoints for you thinking we see a reasonable correction in the coming weeks/months Thanks BM ❤"  
[X Link](https://x.com/kizzyfba/status/2018047287683875053)  2026-02-01T19:42Z [---] followers, [---] engagements


"@AlphaOwlTrading Great earnings from $PLTR"  
[X Link](https://x.com/kizzyfba/status/2018459256941601280)  2026-02-02T22:59Z [---] followers, [---] engagements


"@Gubloinvestor Tough. $IREN $NBIS Are my two favorites"  
[X Link](https://x.com/kizzyfba/status/2018459492011397259)  2026-02-02T23:00Z [---] followers, [----] engagements


"Five guys wanted over $30 for a burger fries and shake. Will never eat there out of principle"  
[X Link](https://x.com/kizzyfba/status/2018460751275663403)  2026-02-02T23:05Z [---] followers, [--] engagements


"Ahh now I see why $AMD is down 6% after hours"  
[X Link](https://x.com/kizzyfba/status/2018799687567114629)  2026-02-03T21:32Z [---] followers, [---] engagements


"Ahh now I see why $AMD is down 8% after hours"  
[X Link](https://x.com/kizzyfba/status/2018800249477931502)  2026-02-03T21:34Z [---] followers, [----] engagements


"@HolySmokas Great earnings. Markets just a bit shaky right now. Long term $AMD still a buy"  
[X Link](https://x.com/kizzyfba/status/2018805950510190650)  2026-02-03T21:57Z [---] followers, [----] engagements


"@1000xStocks It is a great buy at $200 and a great buy at $170 if we get there"  
[X Link](https://x.com/kizzyfba/status/2019137665980146162)  2026-02-04T19:55Z [---] followers, [----] engagements


"Tomorrow the stock market will either go up or down. *Will delete if wrong*"  
[X Link](https://x.com/kizzyfba/status/2019255151320551681)  2026-02-05T03:41Z [---] followers, [--] engagements


"@DeItaone Another post spreading ideas with zero validity"  
[X Link](https://x.com/kizzyfba/status/2019269456568922226)  2026-02-05T04:38Z [---] followers, [--] engagements


"One thing I hate about monthly cash secured puts - still have [--] week until expiration and I cant sell covered calls yet"  
[X Link](https://x.com/kizzyfba/status/2019393551596212612)  2026-02-05T12:51Z [---] followers, [--] engagements


"NASDAQ x Sydney Sweeney collab The only thing that can save us"  
[X Link](https://x.com/kizzyfba/status/2019431513121780159)  2026-02-05T15:22Z [---] followers, [--] engagements


"I deleted Robinhood app and honestly it is great. Just hustling for some dip buying money stress free. Yesterday was brutal opening the app every [--] minutes"  
[X Link](https://x.com/kizzyfba/status/2019432778803343424)  2026-02-05T15:27Z [---] followers, [--] engagements


"@TRIX_trades Nice moves. What are your thoughts on the overall market conditions Cant pinpoint any specific reason for this turmoil"  
[X Link](https://x.com/kizzyfba/status/2019454563757990214)  2026-02-05T16:54Z [---] followers, [--] engagements


"Only 44% more to go $BTC Nearly there"  
[X Link](https://x.com/kizzyfba/status/2019497231343116588)  2026-02-05T19:43Z [---] followers, [--] engagements


"@SmallCapSnipa I had some debate on IG about [--] months ago on XRP reaching [----]. Wonder how hes doing"  
[X Link](https://x.com/kizzyfba/status/2019504130021097523)  2026-02-05T20:11Z [---] followers, [--] engagements


"@Leo_Traydes Funny I was thinking of doing the same"  
[X Link](https://x.com/kizzyfba/status/2019517030240510214)  2026-02-05T21:02Z [---] followers, [---] engagements


"@goooonnney Not good bro. I gotta close robinhood for a while. If we get a true correction I am slaughtered"  
[X Link](https://x.com/kizzyfba/status/2019527450963898384)  2026-02-05T21:43Z [---] followers, [--] engagements


"Just listened to the $IREN earnings call. I am very bullish"  
[X Link](https://x.com/kizzyfba/status/2019823904957849838)  2026-02-06T17:22Z [---] followers, [--] engagements


"I feel this bounce was fake. I hope nobody did any big green buys today"  
[X Link](https://x.com/KizzyInvests/status/2019894258006728903)  2026-02-06T22:01Z [---] followers, [--] engagements


"@DeepValueBagger @Spiralout_one Also what are the main reasons for your switch I liked what I heard on the earnings call"  
[X Link](https://x.com/KizzyInvests/status/2020155104976859183)  2026-02-07T15:18Z [---] followers, [--] engagements


"@Kalshi Above estimates. Still historically low. Trend headline. If claims keep creeping higher rate cut odds rise. For now Controlled cooling"  
[X Link](https://x.com/KizzyInvests/status/2021941823862915399)  2026-02-12T13:37Z [---] followers, [----] engagements


"@Kalshi 8% drop isnt shocking when affordability is at extremes. Prices ran far ahead of incomes. A reset might be exactly whats needed. Right now the only way many people can build wealth isnt housing its owning assets that compound"  
[X Link](https://x.com/KizzyInvests/status/2021980635326459907)  2026-02-12T16:12Z [---] followers, [---] engagements


"@GuyTalksFinance My Roth IRA is my $VOO $VGT portfolio Other than that I am 100% individual stocks. I feel alpha is relatively simple if you just buy dips on good names. Maybe allocate a portion of your portfolio to individual names so you don't feel you are missing out"  
[X Link](https://x.com/KizzyInvests/status/2012336917241549111)  2026-01-17T01:31Z [---] followers, [----] engagements


"@HyperTechInvest @grok analyze this deal and give your opinion"  
[X Link](https://x.com/KizzyInvests/status/2012362442223779961)  2026-01-17T03:12Z [---] followers, [---] engagements


"Just made the move from Robinhood to fidelity. I will keep my Roth on Robinhood due to the match they offer"  
[X Link](https://x.com/KizzyInvests/status/2020494216355619094)  2026-02-08T13:45Z [---] followers, [--] engagements


"@AwareWealth I still dont expect them to completely neglect margins. Their last earnings call Arkady was very clear he will be placing focus healthy margins to maintain the health of the company long term"  
[X Link](https://x.com/KizzyInvests/status/2020872305010733561)  2026-02-09T14:47Z [---] followers, [---] engagements


"I listened to the $META earnings call and here are a few things that stood out to me. Mark seemed very optimistic throughout the call with his opening statement being: "We ended [----] strong with more than [---] billion people now using at least one of our apps every day. That includes more than [--] billion daily actives each on Facebook and WhatsApp -- and just shy of that on Instagram" This means that nearly half the worlds population uses one of Meta's products daily. In the future I see Instagram and threads surpassing both of these while capturing the youth demographic. They demonstrated"  
[X Link](https://x.com/KizzyInvests/status/2020978100788453550)  2026-02-09T21:48Z [---] followers, [--] engagements


"@aleabitoreddit I dont expect any hyperscaler deals this earnings. As mentioned in their last earnings call - if they had more capacity they would have signed on much more to the $META agreement. The last thing they want to do is over promise and under deliver"  
[X Link](https://x.com/KizzyInvests/status/2021199335443267709)  2026-02-10T12:27Z [---] followers, [---] engagements


"@yxinsights Aside from a broader market correction there is no fundamental reason to justify the gap fill. Valuations at those levels offer a very attractive buying opportunity however"  
[X Link](https://x.com/KizzyInvests/status/2021340113121444161)  2026-02-10T21:46Z [---] followers, [---] engagements


"@YodaStockInvest Very strong portfolio. I own a few of these names - $NBIS $IREN $AMD $SOFI All of which have a long runway of growth by capitalizing on market demand"  
[X Link](https://x.com/KizzyInvests/status/2021347372010438864)  2026-02-10T22:15Z [---] followers, [---] engagements


"@archyinvest Those price levels would be very attractive for a company like $HOOD. At $50 you would see a P/E of [--] which for a company like Robinhood would offer great risk/reward. Will we get there though is the real question. If $BTC remains in decline it is very possible"  
[X Link](https://x.com/KizzyInvests/status/2021349479815971159)  2026-02-10T22:24Z [---] followers, [---] engagements


"My current portfolio: $AMD $NBIS $NVDA $IREN $META $SOFI $AMZN I am heavily exposed to the AI buildout but confident about future performance. Anything you would change"  
[X Link](https://x.com/KizzyInvests/status/2021360604666265891)  2026-02-10T23:08Z [---] followers, [---] engagements


"@thereplygui @StockSavvyShay @fiscal_ai You are right to point that out but checkout AUC between Dec '24 and June '25. Despite early year consolidation and major declines in April we see a rapid increase in AUC"  
[X Link](https://x.com/KizzyInvests/status/2021361494844461295)  2026-02-10T23:11Z [---] followers, [---] engagements


"@RealJGBanks I see them being a clear winner from AI. From what we understand so far $GOOGL and $META are positioned to benefit the most. Funny though how in April '25 everyone said $GOOGL would be the ones getting dismantled. Only to see them being a front runner"  
[X Link](https://x.com/KizzyInvests/status/2021362255036821725)  2026-02-10T23:14Z [---] followers, [---] engagements


"@Ashton_1nvests After the Q4 report from $HOOD I couldn't agree more. I am glad $SOFI is part of my portfolio. I actually made a $1000 buy today for $SOFI as well"  
[X Link](https://x.com/KizzyInvests/status/2021373810125971892)  2026-02-11T00:00Z [---] followers, [---] engagements


"@Investinc_Intel Every stock in my portfolio $AMD $NBIS $IREN $SOFI $NVDA $META $AMZN"  
[X Link](https://x.com/KizzyInvests/status/2021395106721571177)  2026-02-11T01:25Z [---] followers, [---] engagements


"@InvestingVisual $META"  
[X Link](https://x.com/KizzyInvests/status/2021402135955636653)  2026-02-11T01:53Z [---] followers, [--] engagements


"@BarkInvesting I recently made the move from Robinhood to Fidelity for this reason. The UI entices one to take action. For long term investors however inaction and DCA is often best"  
[X Link](https://x.com/KizzyInvests/status/2021428444303913140)  2026-02-11T03:37Z [---] followers, [---] engagements


"@Axel_Lynch_Inv Great write up. This earnings is pivotal for sentiment around $NBIS"  
[X Link](https://x.com/KizzyInvests/status/2021596035244515677)  2026-02-11T14:43Z [---] followers, [---] engagements


"@BarkInvesting @RobinhoodApp Unfortunately a toggle button in settings does not solve the issue. It takes [--] seconds to turn that off and on"  
[X Link](https://x.com/KizzyInvests/status/2021598635687899306)  2026-02-11T14:54Z [---] followers, [----] engagements


"Calling people derogatory names is not a bull case for a company. Seems to be a common theme for $HOOD investors. I did not bring those up because this post was about prediction markets. Funny how you brought them up as though something is fundamentally wrong with promoting those and Robinhoods UI usually draws people towards those riskier investment strategies. What Robinhood has done for the investing community is great and I believe they will continue to do great things. And I 100% agree anyone participating in the markets needs to take sole responsibility for their actions. Never said"  
[X Link](https://x.com/KizzyInvests/status/2021624836548612383)  2026-02-11T16:38Z [---] followers, [--] engagements


"@PepeJesus117 @BarkInvesting @RobinhoodApp Nobody is blaming $HOOD for anything"  
[X Link](https://x.com/KizzyInvests/status/2021627740131098727)  2026-02-11T16:49Z [---] followers, [--] engagements


"Incentives drive behavior. Always have always will. This isn't just about Zuckerberg; its about the underlying trend of fiscal policy impacting where innovation chooses to live. Smart money moves where it's most efficient. Watch for the ancillary investment opportunities in Florida real estate and tech infrastructure as the "Zuck effect" ripples through the market. https://twitter.com/i/web/status/2021705599835095369 https://twitter.com/i/web/status/2021705599835095369"  
[X Link](https://x.com/KizzyInvests/status/2021705599835095369)  2026-02-11T21:59Z [---] followers, [----] engagements


"Market sentiment is a pendulum. For two years Nvidia was the undisputed king of retail sentiment but saturation eventually leads to profit-taking. Seeing Amazon take the top spot suggests a flight to "Defensive Growth." Retail investors are moving toward companies with diversified revenue streamsAWS Advertising and Logisticsthat can withstand a potential cooling in the semiconductor cycle. The question for the community: Is this a sign of Nvidia "topping out" or just a healthy rebalancing into the rest of the Magnificent Seven https://twitter.com/i/web/status/2021715933543252307"  
[X Link](https://x.com/KizzyInvests/status/2021715933543252307)  2026-02-11T22:40Z [---] followers, [----] engagements


"We are seeing the birth of a new asset class: AI Infrastructure-Backed Securities. Metas $27B joint venture isn't just a data center; its a blueprint for how the $1 trillion AI buildout will be financed. High-growth tech companies can't carry hundreds of billions in infrastructure debt without hurting their credit ratings. Enter private credit. By partnering with Blue Owl and PIMCO Meta secures the compute power they need while preserving their balance sheet for R&D and buybacks. This is the "Capex pivot" of the decadeshifting the burden to institutional investors hungry for yield."  
[X Link](https://x.com/KizzyInvests/status/2021719428312809976)  2026-02-11T22:54Z [---] followers, [---] engagements


"Bill Ackmans disclosure of a 10% stake in $META is a definitive stamp of approval on Mark Zuckerbergs AI pivot. Pershing Squares thesis is clear: the market is currently "underappreciating" Metas long-term AI upside. By building the position at an average cost of $625 Ackman is betting that the current capex fears are creating a "deeply discounted" entry point for a world-class business. This isn't a trade; it's a structural bet on the company's ability to turn AI infrastructure into the most efficient advertising engine ever built. $META has been one of my largest positions for some time"  
[X Link](https://x.com/KizzyInvests/status/2021719848825278812)  2026-02-11T22:55Z [---] followers, [---] engagements


"In Washington policy often follows the portfolio. Rep. John McGuires recent purchase of $NVDA is a high-conviction signal that can't be ignored. As a key member of the AI subcommittee for Armed Services McGuire is privy to the exact "National Security" requirements that will drive the next decade of government defense spending. When the people writing the regulations and approving the military AI budgets are buying the underlying hardware it tells you everything you need to know about the durability of Nvidias moat. The "chips-as-defense" narrative is no longer theoreticalits being"  
[X Link](https://x.com/KizzyInvests/status/2021720300082139501)  2026-02-11T22:57Z [---] followers, [---] engagements


"If you can't grow the top line you fire the bottom line. Its the oldest trick in the executive handbook. Heinekens [----] job cuts are being framed as a "productivity drive" but lets call it what it is: a desperate margin grab in a dying category. The stock is up because the market loves a bloodletting but smart money knows that you can't "efficiency" your way out of a generation (Gen Z) that simply doesn't want your product. Heineken is becoming a real estate and logistics company that happens to sell a shrinking amount of liquid. Avoid the "yield trap" and look for the disruptors."  
[X Link](https://x.com/KizzyInvests/status/2021721831065911537)  2026-02-11T23:03Z [---] followers, [---] engagements


"If you think Chegg is in trouble look at the worlds largest advertising agency WPP. WPP was just relegated from the FTSE [---] after [--] years. Their stock has plunged 60% this year alone because the "Agency Model" is being liquidated by automation. Why pay a 15% agency fee when Meta and Google now provide "Nano Banana" and "Sora 2" tools that allow brands like Coca-Cola and Palo Alto Networks to generate entire global campaigns in-house for a fraction of the cost WPP isn't just fighting a competitor; they are fighting the total disintermediation of their value proposition."  
[X Link](https://x.com/KizzyInvests/status/2021722451172827493)  2026-02-11T23:06Z [---] followers, [----] engagements


"The tragedy in Tumbler Ridge is a violent reminder that our mental health and security systems are fundamentally broken. How does a known individual with a history of mental health interventions and previously seized firearms manage to carry out one of the deadliest shootings in Canadian history This isn't just a failure of policy; its a failure of institutional accountability. We are spending billions on "safety" while the most obvious warning signs are being ignored. Are we actually investing in security or are we just funding a bureaucracy that watches tragedies happen in slow motion"  
[X Link](https://x.com/KizzyInvests/status/2021722737031487836)  2026-02-11T23:07Z [---] followers, [---] engagements


"$HOOD Q4 crypto revenue fell 38% YoY and the stock is getting nuked. Meanwhile they're launching "Robinhood Chain" and doubling down on gambling Is Vlad Tenev a genius for diversifying into 3% cash-back cards or is the core business rotting You guys buying at these levels"  
[X Link](https://x.com/KizzyInvests/status/2021736265503355364)  2026-02-12T00:01Z [---] followers, [---] engagements


"If broader markets decline I would love a $30 entry for $HOOD. These levels would provide great margin of safety for owning this company long term"  
[X Link](https://x.com/KizzyInvests/status/2021738629463171418)  2026-02-12T00:10Z [---] followers, [--] engagements


"Agreed. Unemployment: Falling (4.3%) ✅ GDP: Accelerating (IMF says 2.4%) ✅ Stock Market: Flat/Red ❌ We have "strong growth" clashing with "persistent inflation" and a Fed that refuses to budge. Great earnings followed by major declines. Hope everyone is trading safe out there. https://twitter.com/i/web/status/2021740591512731709 https://twitter.com/i/web/status/2021740591512731709"  
[X Link](https://x.com/KizzyInvests/status/2021740591512731709)  2026-02-12T00:18Z [---] followers, [---] engagements


"@MrBeast I would steal it then split it evenly across the [--]. I don't trust others to do the same"  
[X Link](https://x.com/KizzyInvests/status/2021740939019006158)  2026-02-12T00:19Z [---] followers, [---] engagements


"Everyone loves growth when its green. Conviction is tested when its red. Im comfortable holding: $NBIS $IREN $AMD $NVDA $SOFI $META $AMZN Which names are you looking to add to in the current market conditions"  
[X Link](https://x.com/KizzyInvests/status/2021745675621523509)  2026-02-12T00:38Z [---] followers, [---] engagements


"@TheDrugMoney Nice move - but not my lane. Id rather own companies with growing revenue expanding margins and management teams I can evaluate. Hard for me to value something that doesnt produce cash flow"  
[X Link](https://x.com/KizzyInvests/status/2021750144593809514)  2026-02-12T00:56Z [---] followers, [---] engagements


"@LebronJohn5389 We would love to have you. Must be something on your end. My DMs are open to everyone. I am also unable to initiate a a conversation with you. Once you get it fixed shoot me a message"  
[X Link](https://x.com/KizzyInvests/status/2021759842919297041)  2026-02-12T01:34Z [---] followers, [--] engagements


"@growthrapidly What is your time frame for this. So many people throwing out goofy PTs in unreasonable periods"  
[X Link](https://x.com/KizzyInvests/status/2022104009222631699)  2026-02-13T00:22Z [---] followers, [--] engagements


"@goldstandard555 @themotleyfool Exactly. It is important to always be doing due diligence and building cash reserves. That way you can formulate a plan and execute when markets get rocky"  
[X Link](https://x.com/KizzyInvests/status/2022501126873190843)  2026-02-14T02:40Z [---] followers, [--] engagements


"If youre using a HELOC to trade $HIMS please delete your brokerage app. You are literally gambling with a variable-rate loan on a stock that is currently a legal radioactive zone. $HIMS just lost 25% of its potential EBITDA because they cant sell their copycat Wegovy pills anymore. This isn't "Diamond Hands." Its a "Foreclosure Speedrun." How much longer until this guy is living in a tent because he wanted to play 'Telehealth Hero' https://twitter.com/i/web/status/2021741534417215528 https://twitter.com/i/web/status/2021741534417215528"  
[X Link](https://x.com/KizzyInvests/status/2021741534417215528)  2026-02-12T00:21Z [---] followers, [----] engagements


"$ZETA announces OpenAI partnership - share price surges to $25 Everyone "OMG I wish I bought $ZETA" $ZETA drops to $16 Everyone "This company is gonna be disrupted" Same story every time"  
[X Link](https://x.com/anyuser/status/2021935483702698059)  2026-02-12T13:12Z [---] followers, [---] engagements


"With markets rocky - I was feeling like hedging with some covered calls on $NBIS Problem is once these stocks start moving there is no stopping them. Last thing I need is to get sold out and see this baby run"  
[X Link](https://x.com/anyuser/status/2021936341206941796)  2026-02-12T13:16Z [---] followers, [---] engagements


"@TheProfInvestor $AMD $NVDA $SOFI These are a few of my favorites for when the time comes. Maybe add a little more $NBIS"  
[X Link](https://x.com/KizzyInvests/status/2022024681302503905)  2026-02-12T19:07Z [---] followers, [---] engagements


"$ZETA is too cheap to ignore. I need this asset transfer to hurry up so I can buy"  
[X Link](https://x.com/anyuser/status/2022061598098280634)  2026-02-12T21:33Z [---] followers, [---] engagements


"@StockSavvyShay $500M $380B in under [--] years. People still think AI is hype. $14B ARR doesnt happen by accident. Thats real demand. Real budgets. Real integration. We are watching the fastest value creation cycle of our lifetime"  
[X Link](https://x.com/KizzyInvests/status/2022096036521763157)  2026-02-12T23:50Z [---] followers, [--] engagements

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