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# ![@LogicalThesis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3236384046.png) @LogicalThesis Logical Thesis

Logical Thesis posts on X about stocks, $spy, $srpt, $abvx the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::3236384046/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:interactions.svg)

- X Week XXXXXXX +42%
- X Month XXXXXXXXX +216%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +75%

### Mentions: XX [#](/creator/twitter::3236384046/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:posts_active.svg)

- X Week XXX +15%
- X Month XXX +11%
- X Months XXXXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::3236384046/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:followers.svg)

- X Week XXXXXX +0.85%
- X Month XXXXXX +7.10%
- X Months XXXXXX +28%
- X Year XXXXXX +91%

### CreatorRank: XXXXXXX [#](/creator/twitter::3236384046/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3236384046/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3236384046/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[stocks](/topic/stocks) 0.52%, [$spy](/topic/$spy) #61, [$srpt](/topic/$srpt) #25, [$abvx](/topic/$abvx) 0.31%, [$gap](/topic/$gap) 0.31%, [$xbi](/topic/$xbi) #3, [howard](/topic/howard) 0.21%, [$bldr](/topic/$bldr) 0.21%, [$akro](/topic/$akro) 0.21%, [$nvo](/topic/$nvo) XXXX%

**Top accounts mentioned or mentioned by**
[@sixsigmacapital](/creator/undefined) [@zastocks](/creator/undefined) [@tylerhardt](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@grok](/creator/undefined) [@samsolid57](/creator/undefined) [@investornick](/creator/undefined) [@investor_nick_](/creator/undefined) [@researragnarok](/creator/undefined) [@connorjbates](/creator/undefined) [@kirkspano](/creator/undefined) [@nitinkinvests](/creator/undefined) [@investormexican](/creator/undefined) [@theboysinvest](/creator/undefined) [@yungads_](/creator/undefined) [@jfais20](/creator/undefined) [@monacobiotech](/creator/undefined) [@alexeimartov](/creator/undefined) [@ltbioinvestor](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Gapcoin (GAP-1)](/topic/$gap) [Bitcoin Incognito (XBI)](/topic/$xbi) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Akropolis (AKRO)](/topic/$akro) [Novo-Nordisk (NVO)](/topic/$nvo) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Centrus Energy Corp. (LEU)](/topic/$leu) [Teradyne, Inc. (TER)](/topic/$ter) [Palantir (PLTR)](/topic/$pltr) [American Eagle Outfitters (AEO)](/topic/$aeo) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [uniQure N.V. (QURE)](/topic/$qure) [Bitcoin (BTC)](/topic/bitcoin) [Alibaba Group (BABA)](/topic/$baba) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [RAMP (RAMP)](/topic/$ramp) [ZetaChain (ZETA)](/topic/$zeta) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [OwlDAO (OWL)](/topic/$owl) [Applovin Corporation (APP)](/topic/$app)
### Top Social Posts [#](/creator/twitter::3236384046/posts)
---
Top posts by engagements in the last XX hours

"Earlier this week I did some sizable trims raised cash and withdrew the funds to build my tax fund. Today I opened a separate investing account and parked those funds in $BIL Being sensible amid the madness"  
[X Link](https://x.com/LogicalThesis/status/1978492480300454147) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T16:05Z 36K followers, 4266 engagements


"When your top XX% allocation position does this💕 $ABVX"  
[X Link](https://x.com/LogicalThesis/status/1976285707191845071) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T13:56Z 36K followers, 12.8K engagements


"None of these recent moves in individual stocks feel healthy. Most of them resemble late cycle behavior People clown on Howard Marks's Mastering the Market Cycle book for being XXX pages of repetition. But now more than ever is it relevant. Know where you are in the cycle"  
[X Link](https://x.com/LogicalThesis/status/1977864693004857408) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-13T22:31Z 36K followers, 49K engagements


"I'm going to do a quick thread on what I am seeing in terms of late cycle stock behavior. I give you a reference chart here with $MGNI in 2021 going 10X in 5mo before collapsing -XX% over the next X years. Mind you this is a good business with real revenues"  
[X Link](https://x.com/LogicalThesis/status/1977893294580334874) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36K followers, 32.2K engagements


"$LEU 6x in last 6mo"  
[X Link](https://x.com/LogicalThesis/status/1977893310019625265) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T00:24Z 36K followers, 1953 engagements


"@narola_vedant There's probably room for upside And it's a bubble In that scenario You are playing with fire"  
[X Link](https://x.com/LogicalThesis/status/1978975080093769796) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T00:03Z 36K followers, XXX engagements


"Fed said QT is over They're cutting rates next week Bank contagion fears to warm you up for QE The President declaring a national housing emergency We are going to accelerate Own rate sensitive assets Get out before the inevitable crash. Could take longer than you think"  
[X Link](https://x.com/LogicalThesis/status/1979047017931255831) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T04:49Z 36K followers, 15.9K engagements


"@BoringBiz_ Tableau workbook everytime Always hit yes just in case lol"  
[X Link](https://x.com/LogicalThesis/status/1979054206901162217) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T05:17Z 36K followers, 4941 engagements


"$TER trade complete Ty @hntrbrkmedia @Citrini7 (It was double the number of contracts but i trimmed along the way)"  
[X Link](https://x.com/LogicalThesis/status/1973745321483358631) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-02T13:42Z 36K followers, 24.9K engagements


"Why bother diversifying in a weakening market I ran with diversification most of this year bc there were plentiful opportunities Now there are fewer so I will stick with the best risk rewards"  
[X Link](https://x.com/LogicalThesis/status/1979215964194668661) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T16:00Z 36K followers, 9778 engagements


"$BLDR impressive inside candles and multiple closes above the 200d on tight action"  
[X Link](https://x.com/LogicalThesis/status/1960706835003892145) [@LogicalThesis](/creator/x/LogicalThesis) 2025-08-27T14:11Z 35.9K followers, 3213 engagements


"Womp $BLDR $PLTR"  
[X Link](https://x.com/LogicalThesis/status/1964546618298093775) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-07T04:29Z 35.9K followers, 11.4K engagements


"$GAP recent Katseye ad has gotten more hype than $AEO Sydney Sweeney ad (according to my wife) $GAP trades at 7X EV/E (very cheap) Only issue is it's not a pure play on GAP bc they also own other brands and GAP makes up just XX% of store count"  
[X Link](https://x.com/LogicalThesis/status/1966512725439455387) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-12T14:42Z 35.9K followers, 10.4K engagements


"$GAP Mopex shenanigans on low volume Sitting right at XXX and XXX SMA"  
[X Link](https://x.com/LogicalThesis/status/1969112280450077090) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-19T18:52Z 35.9K followers, 5119 engagements


"AI in Healthcare $TWST"  
[X Link](https://x.com/LogicalThesis/status/1974326771278647564) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-04T04:12Z 35.9K followers, 12.1K engagements


"Wow. $QURE just went from XX to XX lmao We getting the priority review voucher Cmon papa Trump you know you wanna take credit for curing HD ahead of midterms"  
[X Link](https://x.com/LogicalThesis/status/1975685330775990775) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-07T22:11Z 35.9K followers, 12.8K engagements


"$AKRO another M&A in the space $NVO reimbursing shareholders with $6B+ Those investors will turn around and invest those proceeds into somewhere else in the sector Could explain $ABVX +7.3% move Love having these tailwinds. From pharma balance sheets into bio public equities"  
[X Link](https://x.com/LogicalThesis/status/1976290608357798195) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T14:16Z 35.9K followers, 7460 engagements


"what ive constantly said about my community (you can see even in my pinned tweet) is that it is NOT about any single trade. its about the entire portfolio portfolio management through position sizing exposure and risk management Love comments like this one"  
[X Link](https://x.com/LogicalThesis/status/1976719325404053667) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T18:39Z 35.9K followers, 3936 engagements


"For those that don't understand choppy times vs good times Here's an example from $SPY recently"  
[X Link](https://x.com/LogicalThesis/status/1978109309696229603) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T14:43Z 35.9K followers, 7726 engagements


"LOL we gotta be getting closer by the day Dude said instant XXX% return + XX% tax free compounding is a scam bc Bitcoin is the alternative😂"  
[X Link](https://x.com/LogicalThesis/status/1978152598713631006) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T17:35Z 35.9K followers, 12.2K engagements


"All three have doubled in the last X weeks since this post lol Why do I not just listen to myself $CCCX $BTQ $NKLR"  
[X Link](https://x.com/LogicalThesis/status/1978153120950522242) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T17:37Z 35.9K followers, 11.3K engagements


"@eliant_capital Same great call yesterday Small position but $JD +72% $BABA +88%"  
[X Link](https://x.com/LogicalThesis/status/1656709979838234624) [@LogicalThesis](/creator/x/LogicalThesis) 2023-05-11T17:16Z 36K followers, 2052 engagements


"@dirtcheapstocks My wife watching TikTok's for the next trend $GAP"  
[X Link](https://x.com/LogicalThesis/status/1966511960008093908) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-12T14:39Z 35.9K followers, 3728 engagements


"Ok like this is a dumb market but if quantum and nuclear theme is just rampant then we should just long a basket of $BTQQF $CCCX $GSRT or like what"  
[X Link](https://x.com/LogicalThesis/status/1971077803752947757) [@LogicalThesis](/creator/x/LogicalThesis) 2025-09-25T05:02Z 36K followers, 40.7K engagements


"Wen buyout $ABVX"  
[X Link](https://x.com/LogicalThesis/status/1974882612041933062) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-05T17:01Z 35.9K followers, 11.2K engagements


"Bios have *never* looked better maybe in history"  
[X Link](https://x.com/LogicalThesis/status/1975205483389858157) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-06T14:24Z 36K followers, 16.4K engagements


"Another trade complete $GLXY +$22.8K in a month"  
[X Link](https://x.com/LogicalThesis/status/1975574463354970468) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-07T14:50Z 35.9K followers, 11.7K engagements


"More M&A coming $XBI"  
[X Link](https://x.com/LogicalThesis/status/1976143857864802394) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T04:33Z 36K followers, 12.3K engagements


"It's really tough to be bearish when $IWM is at ATHs after 5y of no returns and breaking out of a triple top Could the Covid vertical rally play out in next 3mo V possible"  
[X Link](https://x.com/LogicalThesis/status/1976147101638938823) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T04:45Z 36K followers, 24.9K engagements


"Literally within 8h lol $AKRO $NVO"  
[X Link](https://x.com/LogicalThesis/status/1976313420573180084) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T15:46Z 36K followers, 2401 engagements


"I used to be a micro cap guy That false belief "it's cheap bc it's small and illiquid and no one can play in this sandbox.yet" Heads up bud you're gonna be playing alone in that sandbox for a long time lol"  
[X Link](https://x.com/LogicalThesis/status/1976333563374211480) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T17:06Z 36K followers, 10.4K engagements


"$SPY about to print a bearish engulfing on the weekly. we could easily sell off more. we are very extended"  
[X Link](https://x.com/LogicalThesis/status/1976713935060713739) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T18:18Z 36K followers, 5184 engagements


"8 positions XXX% bios X cash No options no margin Feeling great"  
[X Link](https://x.com/LogicalThesis/status/1978099898374328428) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-14T14:05Z 36K followers, 23K engagements


"I did some research last night on X stocks I was willing to buy And half of them gapped up with the market I just can't get myself to buy anything"  
[X Link](https://x.com/LogicalThesis/status/1978475679454007732) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T14:58Z 36K followers, 16K engagements


"@tizawdahs Am at X% cash XX% in X bios 3+ are buyout candidates Comfy"  
[X Link](https://x.com/LogicalThesis/status/1978508759065342024) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T17:10Z 35.9K followers, XXX engagements


"I just bought a $2400 computer chair AMA"  
[X Link](https://x.com/LogicalThesis/status/1978519486501187860) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T17:52Z 36K followers, 7254 engagements


"@ScottishKirk @InvestorMexican It's the right theme But that call volume was nuts Either someone knows of a deal coming or eventually chasers get stuffed Deal coming doesn't seem unrealistic But still speculative"  
[X Link](https://x.com/LogicalThesis/status/1978584850748617155) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T22:12Z 36K followers, XXX engagements


"@TylerHardt @SFarringtonBKC This is speculation based on nothing so far"  
[X Link](https://x.com/LogicalThesis/status/1978940866854298015) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T21:47Z 36K followers, XX engagements


"@BAMBossie81 Good thing we are not only the former but exposed to assets that will benefit the most from this policy Buckle up"  
[X Link](https://x.com/LogicalThesis/status/1979045524117328375) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T04:43Z 36K followers, XX engagements


"Amazing. Long $SRPT"  
[X Link](https://x.com/LogicalThesis/status/1975763821710221511) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T03:22Z 36K followers, 13K engagements


"You will realize holding a headache / battleground stock is rarely worth it The mental capital investment is typically overlooked When accounting for mental capital it yields negative ROI"  
[X Link](https://x.com/LogicalThesis/status/1976323701915385940) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T16:27Z 36K followers, 5726 engagements


"@smallmidcaps $TMDX a good example $SRPT another"  
[X Link](https://x.com/LogicalThesis/status/1976325650500944262) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-09T16:35Z 36K followers, 1752 engagements


"10y falling on Trump threatening tariffs Tariffs put pressure on consumer slow economic activity It's recessionary if they stick I love bios They work well in lower rate environment And aren't exposed to weaker consumer Very attractive sector in all ways right now"  
[X Link](https://x.com/LogicalThesis/status/1976669442009620612) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T15:21Z 36K followers, 14.1K engagements


"I hope someone is finding value in my tweets this last week or two"  
[X Link](https://x.com/LogicalThesis/status/1978509243528486984) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-15T17:12Z 36K followers, 6253 engagements


"$SPY back below 21EMA I got ridiculed for posting "survive the chop""  
[X Link](https://x.com/LogicalThesis/status/1978865688795037731) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T16:48Z 36K followers, 5260 engagements


"@bitcoinsnipa @WOLF_Bitcoin_ @simplybitcoin @BitcoinNewsCom @WOLF_Financial @CryptoNews_eth @LuxAlgo @CadeBergmann @MrTrendwatch @TreasuryEdge @StockMKTNewz @saylor @stocksnipa Appreciate you brotha"  
[X Link](https://x.com/LogicalThesis/status/1979606064351048001) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-18T17:50Z 36K followers, XXX engagements


"I was also buying $PSNL from panicans in AH Friday Know what you own"  
[X Link](https://x.com/LogicalThesis/status/1977406923004838306) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-12T16:12Z 36K followers, 3345 engagements


"Everything now is an open ai headline pump lol"  
[X Link](https://x.com/LogicalThesis/status/1977862260245590181) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-13T22:21Z 36K followers, 15.2K engagements


"Ahem. $XBI now outperforming all other major indices YTD"  
[X Link](https://x.com/LogicalThesis/status/1978695173296062466) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T05:31Z 36K followers, 15.1K engagements


"So what's up with $ZETA Is this legit Bc if it is this thing is pretty cheap. No clue why they are doing so much better than $RAMP other than saying they are AI-powered"  
[X Link](https://x.com/LogicalThesis/status/1947133276503851117) [@LogicalThesis](/creator/x/LogicalThesis) 2025-07-21T03:15Z 36K followers, 8621 engagements


"🚨LAUNCHING MY SUB SERVICE🚨 After years of outperforming the S&P by wide margins Im excited to open the door to my investing process for those seeking transparency education and real-time trade ideas with rationale. The goal is to go beyond the trade in order to build a process for successfully managing a portfolio. This is for people who are willing to invest in their financial journey and are serious about improving their long term results. What Youll Get as a Subscriber X. My real time trade alerts (exact position size and rationale) X. Moving forward my portfolio updates will be posted"  
[X Link](https://x.com/LogicalThesis/status/1950931749980262562) [@LogicalThesis](/creator/x/LogicalThesis) 2025-07-31T14:49Z 36K followers, 146.6K engagements


"Insane IH&S on $SRPT"  
[X Link](https://x.com/LogicalThesis/status/1973984262237159913) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-03T05:31Z 36K followers, 6890 engagements


"I was just on @compoundpapi spaces earlier tonight giving the entire pitch for why $SRPT is undervalued in even a conservative scenario Then they drop the 3y data And the chart is looking nice Gap fill to XX Me thinks yes"  
[X Link](https://x.com/LogicalThesis/status/1975766551895941606) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T03:33Z 36K followers, 12.7K engagements


"We got people levering up $12K portfolios on Robinhood for XXX% returns Where were the signs (No offense to you Red)"  
[X Link](https://x.com/LogicalThesis/status/1976056705999081794) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-08T22:46Z 36K followers, 19.5K engagements


"This is an *insane* candle on $SPY This probably dead cat bounces and goes lower"  
[X Link](https://x.com/LogicalThesis/status/1976735514494746880) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-10T19:44Z 36K followers, 15K engagements


"@TylerHardt @SFarringtonBKC MBS is 6x larger than private credit Private credit sitting at $1.6T"  
[X Link](https://x.com/LogicalThesis/status/1978939249438396719) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-16T21:40Z 36K followers, XX engagements


"@TylerHardt It's $META not $MSFT And I think $META will be just fine lol"  
[X Link](https://x.com/LogicalThesis/status/1978978713405415703) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T00:17Z 36K followers, XXX engagements


"@TylerHardt Got it Will market care if $OWL goes under"  
[X Link](https://x.com/LogicalThesis/status/1978987308998185151) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T00:51Z 36K followers, XXX engagements


"@DA_Capital_ Wrong take That's a great IRR Use the capital elsewhere"  
[X Link](https://x.com/LogicalThesis/status/1979258793805648373) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T18:50Z 36K followers, 1091 engagements


"Idk man call me crazy but I'm just not buying that $APP has XX% adj ebitda margins and XX% GAAP net income margins Something isn't adding up I've only seen XX% ebitda margins at $EVO where their high margin revenues were from gray markets"  
[X Link](https://x.com/LogicalThesis/status/1954604480420532517) [@LogicalThesis](/creator/x/LogicalThesis) 2025-08-10T18:03Z 36K followers, 44.9K engagements


"Some commentary on $NKTR and valuation Current $1.1B market cap. $250M cash (after this Q's cash burn). Puts it at $850M EV Their atopic dermatitis peak sales (after ph3 hits and they get approval) is around $1B. There is a risk to this number: if ph3 hits but it is not differentiated which means lower peak sales. Ph3 should hit but differentiation is a question mark. I asked @seedy19tron and he does not think this is a concern and I know @A_May_MD is big on NKTR as well (he is a dermatologist) Let's discount the cash they have to X and say they get to launch with X cash and thus today's"  
[X Link](https://x.com/LogicalThesis/status/1979288895293657585) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-17T20:50Z 36K followers, 54.8K engagements


"$SPY bounced off 9EMA and held last weeks low $IWM faded but didn't even come down to the 9EMA $XBI literally made a higher high Strongest index by far No pullback"  
[X Link](https://x.com/LogicalThesis/status/1979652208728867200) [@LogicalThesis](/creator/x/LogicalThesis) 2025-10-18T20:54Z 36K followers, 3270 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@LogicalThesis Avatar @LogicalThesis Logical Thesis

Logical Thesis posts on X about stocks, $spy, $srpt, $abvx the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX +42%
  • X Month XXXXXXXXX +216%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXXX +75%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +15%
  • X Month XXX +11%
  • X Months XXXXX -XX%
  • X Year XXXXX -XXXX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.85%
  • X Month XXXXXX +7.10%
  • X Months XXXXXX +28%
  • X Year XXXXXX +91%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% fashion brands XXXX% travel destinations XXX% currencies XXX%

Social topic influence stocks 0.52%, $spy #61, $srpt #25, $abvx 0.31%, $gap 0.31%, $xbi #3, howard 0.21%, $bldr 0.21%, $akro 0.21%, $nvo XXXX%

Top accounts mentioned or mentioned by @sixsigmacapital @zastocks @tylerhardt @stocktalkweekly @zoomyzoomm @grok @samsolid57 @investornick @investor_nick_ @researragnarok @connorjbates @kirkspano @nitinkinvests @investormexican @theboysinvest @yungads_ @jfais20 @monacobiotech @alexeimartov @ltbioinvestor

Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Sarepta Therapeutics, Inc. (SRPT) Gapcoin (GAP-1) Bitcoin Incognito (XBI) Builders FirstSource, Inc. (BLDR) Akropolis (AKRO) Novo-Nordisk (NVO) Magnite, Inc. Common Stock (MGNI) Centrus Energy Corp. (LEU) Teradyne, Inc. (TER) Palantir (PLTR) American Eagle Outfitters (AEO) Twist Bioscience Corporation Common Stock (TWST) uniQure N.V. (QURE) Bitcoin (BTC) Alibaba Group (BABA) Galaxy Digital Inc. (GLXY) TransMedics Group, Inc. Common Stock (TMDX) RAMP (RAMP) ZetaChain (ZETA) Robinhood Markets, Inc. (HOOD) Metadium (META) Microsoft Corp. (MSFT) OwlDAO (OWL) Applovin Corporation (APP)

Top Social Posts #


Top posts by engagements in the last XX hours

"Earlier this week I did some sizable trims raised cash and withdrew the funds to build my tax fund. Today I opened a separate investing account and parked those funds in $BIL Being sensible amid the madness"
X Link @LogicalThesis 2025-10-15T16:05Z 36K followers, 4266 engagements

"When your top XX% allocation position does this💕 $ABVX"
X Link @LogicalThesis 2025-10-09T13:56Z 36K followers, 12.8K engagements

"None of these recent moves in individual stocks feel healthy. Most of them resemble late cycle behavior People clown on Howard Marks's Mastering the Market Cycle book for being XXX pages of repetition. But now more than ever is it relevant. Know where you are in the cycle"
X Link @LogicalThesis 2025-10-13T22:31Z 36K followers, 49K engagements

"I'm going to do a quick thread on what I am seeing in terms of late cycle stock behavior. I give you a reference chart here with $MGNI in 2021 going 10X in 5mo before collapsing -XX% over the next X years. Mind you this is a good business with real revenues"
X Link @LogicalThesis 2025-10-14T00:24Z 36K followers, 32.2K engagements

"$LEU 6x in last 6mo"
X Link @LogicalThesis 2025-10-14T00:24Z 36K followers, 1953 engagements

"@narola_vedant There's probably room for upside And it's a bubble In that scenario You are playing with fire"
X Link @LogicalThesis 2025-10-17T00:03Z 36K followers, XXX engagements

"Fed said QT is over They're cutting rates next week Bank contagion fears to warm you up for QE The President declaring a national housing emergency We are going to accelerate Own rate sensitive assets Get out before the inevitable crash. Could take longer than you think"
X Link @LogicalThesis 2025-10-17T04:49Z 36K followers, 15.9K engagements

"@BoringBiz_ Tableau workbook everytime Always hit yes just in case lol"
X Link @LogicalThesis 2025-10-17T05:17Z 36K followers, 4941 engagements

"$TER trade complete Ty @hntrbrkmedia @Citrini7 (It was double the number of contracts but i trimmed along the way)"
X Link @LogicalThesis 2025-10-02T13:42Z 36K followers, 24.9K engagements

"Why bother diversifying in a weakening market I ran with diversification most of this year bc there were plentiful opportunities Now there are fewer so I will stick with the best risk rewards"
X Link @LogicalThesis 2025-10-17T16:00Z 36K followers, 9778 engagements

"$BLDR impressive inside candles and multiple closes above the 200d on tight action"
X Link @LogicalThesis 2025-08-27T14:11Z 35.9K followers, 3213 engagements

"Womp $BLDR $PLTR"
X Link @LogicalThesis 2025-09-07T04:29Z 35.9K followers, 11.4K engagements

"$GAP recent Katseye ad has gotten more hype than $AEO Sydney Sweeney ad (according to my wife) $GAP trades at 7X EV/E (very cheap) Only issue is it's not a pure play on GAP bc they also own other brands and GAP makes up just XX% of store count"
X Link @LogicalThesis 2025-09-12T14:42Z 35.9K followers, 10.4K engagements

"$GAP Mopex shenanigans on low volume Sitting right at XXX and XXX SMA"
X Link @LogicalThesis 2025-09-19T18:52Z 35.9K followers, 5119 engagements

"AI in Healthcare $TWST"
X Link @LogicalThesis 2025-10-04T04:12Z 35.9K followers, 12.1K engagements

"Wow. $QURE just went from XX to XX lmao We getting the priority review voucher Cmon papa Trump you know you wanna take credit for curing HD ahead of midterms"
X Link @LogicalThesis 2025-10-07T22:11Z 35.9K followers, 12.8K engagements

"$AKRO another M&A in the space $NVO reimbursing shareholders with $6B+ Those investors will turn around and invest those proceeds into somewhere else in the sector Could explain $ABVX +7.3% move Love having these tailwinds. From pharma balance sheets into bio public equities"
X Link @LogicalThesis 2025-10-09T14:16Z 35.9K followers, 7460 engagements

"what ive constantly said about my community (you can see even in my pinned tweet) is that it is NOT about any single trade. its about the entire portfolio portfolio management through position sizing exposure and risk management Love comments like this one"
X Link @LogicalThesis 2025-10-10T18:39Z 35.9K followers, 3936 engagements

"For those that don't understand choppy times vs good times Here's an example from $SPY recently"
X Link @LogicalThesis 2025-10-14T14:43Z 35.9K followers, 7726 engagements

"LOL we gotta be getting closer by the day Dude said instant XXX% return + XX% tax free compounding is a scam bc Bitcoin is the alternative😂"
X Link @LogicalThesis 2025-10-14T17:35Z 35.9K followers, 12.2K engagements

"All three have doubled in the last X weeks since this post lol Why do I not just listen to myself $CCCX $BTQ $NKLR"
X Link @LogicalThesis 2025-10-14T17:37Z 35.9K followers, 11.3K engagements

"@eliant_capital Same great call yesterday Small position but $JD +72% $BABA +88%"
X Link @LogicalThesis 2023-05-11T17:16Z 36K followers, 2052 engagements

"@dirtcheapstocks My wife watching TikTok's for the next trend $GAP"
X Link @LogicalThesis 2025-09-12T14:39Z 35.9K followers, 3728 engagements

"Ok like this is a dumb market but if quantum and nuclear theme is just rampant then we should just long a basket of $BTQQF $CCCX $GSRT or like what"
X Link @LogicalThesis 2025-09-25T05:02Z 36K followers, 40.7K engagements

"Wen buyout $ABVX"
X Link @LogicalThesis 2025-10-05T17:01Z 35.9K followers, 11.2K engagements

"Bios have never looked better maybe in history"
X Link @LogicalThesis 2025-10-06T14:24Z 36K followers, 16.4K engagements

"Another trade complete $GLXY +$22.8K in a month"
X Link @LogicalThesis 2025-10-07T14:50Z 35.9K followers, 11.7K engagements

"More M&A coming $XBI"
X Link @LogicalThesis 2025-10-09T04:33Z 36K followers, 12.3K engagements

"It's really tough to be bearish when $IWM is at ATHs after 5y of no returns and breaking out of a triple top Could the Covid vertical rally play out in next 3mo V possible"
X Link @LogicalThesis 2025-10-09T04:45Z 36K followers, 24.9K engagements

"Literally within 8h lol $AKRO $NVO"
X Link @LogicalThesis 2025-10-09T15:46Z 36K followers, 2401 engagements

"I used to be a micro cap guy That false belief "it's cheap bc it's small and illiquid and no one can play in this sandbox.yet" Heads up bud you're gonna be playing alone in that sandbox for a long time lol"
X Link @LogicalThesis 2025-10-09T17:06Z 36K followers, 10.4K engagements

"$SPY about to print a bearish engulfing on the weekly. we could easily sell off more. we are very extended"
X Link @LogicalThesis 2025-10-10T18:18Z 36K followers, 5184 engagements

"8 positions XXX% bios X cash No options no margin Feeling great"
X Link @LogicalThesis 2025-10-14T14:05Z 36K followers, 23K engagements

"I did some research last night on X stocks I was willing to buy And half of them gapped up with the market I just can't get myself to buy anything"
X Link @LogicalThesis 2025-10-15T14:58Z 36K followers, 16K engagements

"@tizawdahs Am at X% cash XX% in X bios 3+ are buyout candidates Comfy"
X Link @LogicalThesis 2025-10-15T17:10Z 35.9K followers, XXX engagements

"I just bought a $2400 computer chair AMA"
X Link @LogicalThesis 2025-10-15T17:52Z 36K followers, 7254 engagements

"@ScottishKirk @InvestorMexican It's the right theme But that call volume was nuts Either someone knows of a deal coming or eventually chasers get stuffed Deal coming doesn't seem unrealistic But still speculative"
X Link @LogicalThesis 2025-10-15T22:12Z 36K followers, XXX engagements

"@TylerHardt @SFarringtonBKC This is speculation based on nothing so far"
X Link @LogicalThesis 2025-10-16T21:47Z 36K followers, XX engagements

"@BAMBossie81 Good thing we are not only the former but exposed to assets that will benefit the most from this policy Buckle up"
X Link @LogicalThesis 2025-10-17T04:43Z 36K followers, XX engagements

"Amazing. Long $SRPT"
X Link @LogicalThesis 2025-10-08T03:22Z 36K followers, 13K engagements

"You will realize holding a headache / battleground stock is rarely worth it The mental capital investment is typically overlooked When accounting for mental capital it yields negative ROI"
X Link @LogicalThesis 2025-10-09T16:27Z 36K followers, 5726 engagements

"@smallmidcaps $TMDX a good example $SRPT another"
X Link @LogicalThesis 2025-10-09T16:35Z 36K followers, 1752 engagements

"10y falling on Trump threatening tariffs Tariffs put pressure on consumer slow economic activity It's recessionary if they stick I love bios They work well in lower rate environment And aren't exposed to weaker consumer Very attractive sector in all ways right now"
X Link @LogicalThesis 2025-10-10T15:21Z 36K followers, 14.1K engagements

"I hope someone is finding value in my tweets this last week or two"
X Link @LogicalThesis 2025-10-15T17:12Z 36K followers, 6253 engagements

"$SPY back below 21EMA I got ridiculed for posting "survive the chop""
X Link @LogicalThesis 2025-10-16T16:48Z 36K followers, 5260 engagements

"@bitcoinsnipa @WOLF_Bitcoin_ @simplybitcoin @BitcoinNewsCom @WOLF_Financial @CryptoNews_eth @LuxAlgo @CadeBergmann @MrTrendwatch @TreasuryEdge @StockMKTNewz @saylor @stocksnipa Appreciate you brotha"
X Link @LogicalThesis 2025-10-18T17:50Z 36K followers, XXX engagements

"I was also buying $PSNL from panicans in AH Friday Know what you own"
X Link @LogicalThesis 2025-10-12T16:12Z 36K followers, 3345 engagements

"Everything now is an open ai headline pump lol"
X Link @LogicalThesis 2025-10-13T22:21Z 36K followers, 15.2K engagements

"Ahem. $XBI now outperforming all other major indices YTD"
X Link @LogicalThesis 2025-10-16T05:31Z 36K followers, 15.1K engagements

"So what's up with $ZETA Is this legit Bc if it is this thing is pretty cheap. No clue why they are doing so much better than $RAMP other than saying they are AI-powered"
X Link @LogicalThesis 2025-07-21T03:15Z 36K followers, 8621 engagements

"🚨LAUNCHING MY SUB SERVICE🚨 After years of outperforming the S&P by wide margins Im excited to open the door to my investing process for those seeking transparency education and real-time trade ideas with rationale. The goal is to go beyond the trade in order to build a process for successfully managing a portfolio. This is for people who are willing to invest in their financial journey and are serious about improving their long term results. What Youll Get as a Subscriber X. My real time trade alerts (exact position size and rationale) X. Moving forward my portfolio updates will be posted"
X Link @LogicalThesis 2025-07-31T14:49Z 36K followers, 146.6K engagements

"Insane IH&S on $SRPT"
X Link @LogicalThesis 2025-10-03T05:31Z 36K followers, 6890 engagements

"I was just on @compoundpapi spaces earlier tonight giving the entire pitch for why $SRPT is undervalued in even a conservative scenario Then they drop the 3y data And the chart is looking nice Gap fill to XX Me thinks yes"
X Link @LogicalThesis 2025-10-08T03:33Z 36K followers, 12.7K engagements

"We got people levering up $12K portfolios on Robinhood for XXX% returns Where were the signs (No offense to you Red)"
X Link @LogicalThesis 2025-10-08T22:46Z 36K followers, 19.5K engagements

"This is an insane candle on $SPY This probably dead cat bounces and goes lower"
X Link @LogicalThesis 2025-10-10T19:44Z 36K followers, 15K engagements

"@TylerHardt @SFarringtonBKC MBS is 6x larger than private credit Private credit sitting at $1.6T"
X Link @LogicalThesis 2025-10-16T21:40Z 36K followers, XX engagements

"@TylerHardt It's $META not $MSFT And I think $META will be just fine lol"
X Link @LogicalThesis 2025-10-17T00:17Z 36K followers, XXX engagements

"@TylerHardt Got it Will market care if $OWL goes under"
X Link @LogicalThesis 2025-10-17T00:51Z 36K followers, XXX engagements

"@DA_Capital_ Wrong take That's a great IRR Use the capital elsewhere"
X Link @LogicalThesis 2025-10-17T18:50Z 36K followers, 1091 engagements

"Idk man call me crazy but I'm just not buying that $APP has XX% adj ebitda margins and XX% GAAP net income margins Something isn't adding up I've only seen XX% ebitda margins at $EVO where their high margin revenues were from gray markets"
X Link @LogicalThesis 2025-08-10T18:03Z 36K followers, 44.9K engagements

"Some commentary on $NKTR and valuation Current $1.1B market cap. $250M cash (after this Q's cash burn). Puts it at $850M EV Their atopic dermatitis peak sales (after ph3 hits and they get approval) is around $1B. There is a risk to this number: if ph3 hits but it is not differentiated which means lower peak sales. Ph3 should hit but differentiation is a question mark. I asked @seedy19tron and he does not think this is a concern and I know @A_May_MD is big on NKTR as well (he is a dermatologist) Let's discount the cash they have to X and say they get to launch with X cash and thus today's"
X Link @LogicalThesis 2025-10-17T20:50Z 36K followers, 54.8K engagements

"$SPY bounced off 9EMA and held last weeks low $IWM faded but didn't even come down to the 9EMA $XBI literally made a higher high Strongest index by far No pullback"
X Link @LogicalThesis 2025-10-18T20:54Z 36K followers, 3270 engagements

creator/x::LogicalThesis
/creator/x::LogicalThesis