# ![@MitchMartan98 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1854668663070375939.png) @MitchMartan98 Mitchell Martan

Mitchell Martan posts on X about ai, $glxy, $lmnd, $cifr the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1854668663070375939/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:interactions.svg)

- [--] Week [-------] -11%
- [--] Month [-------] -21%
- [--] Months [---------] +62%
- [--] Year [---------] +7,583%

### Mentions: [--] [#](/creator/twitter::1854668663070375939/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:posts_active.svg)

- [--] Week [---] +21%
- [--] Month [---] +1.80%
- [--] Months [-----] +28%
- [--] Year [-----] +820%

### Followers: [-----] [#](/creator/twitter::1854668663070375939/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:followers.svg)

- [--] Week [-----] +0.74%
- [--] Month [-----] +5.20%
- [--] Months [-----] +70%
- [--] Year [-----] +4,499%

### CreatorRank: [-------] [#](/creator/twitter::1854668663070375939/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1854668663070375939/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2832 [finance](/list/finance)  23.85% [technology brands](/list/technology-brands)  21.1% [cryptocurrencies](/list/cryptocurrencies)  #5766 [social networks](/list/social-networks)  4.59% [automotive brands](/list/automotive-brands)  2.75% [countries](/list/countries)  1.83% [travel destinations](/list/travel-destinations)  0.92% [luxury brands](/list/luxury-brands)  0.92%

**Social topic influence**
[ai](/topic/ai) #4684, [$glxy](/topic/$glxy) #3, [$lmnd](/topic/$lmnd) #4, [$cifr](/topic/$cifr) #26, [in the](/topic/in-the) 10.09%, [$rbrk](/topic/$rbrk) #9, [$crwv](/topic/$crwv) #85, [$btc](/topic/$btc) #458, [$app](/topic/$app) #12, [$iren](/topic/$iren) #79

**Top accounts mentioned or mentioned by**
[@majorocelot45](/creator/undefined) [@deepmoatsociety](/creator/undefined) [@dlishok77635](/creator/undefined) [@markpaddey](/creator/undefined) [@chartradamus](/creator/undefined) [@mathlonning](/creator/undefined) [@aisbaby](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@kleintom26945](/creator/undefined) [@akbarinvests](/creator/undefined) [@audittheherd](/creator/undefined) [@ethereal_echo14](/creator/undefined) [@neilx10](/creator/undefined) [@shadyjosh5](/creator/undefined) [@domienvde](/creator/undefined) [@tedhzhang](/creator/undefined) [@etherealecho14](/creator/undefined) [@wearycenturion](/creator/undefined) [@pavanto](/creator/undefined) [@fucknovogratz](/creator/undefined)

**Top assets mentioned**
[Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/$btc) [AppLovin Corporation (APP)](/topic/$app) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [Abivax SA (ABVX)](/topic/$abvx) [Strategy (MSTR)](/topic/$mstr) [Ethereum (ETH)](/topic/$eth) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Now Coin (NOW)](/topic/$now) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [AIRO Group Holdings, Inc.  (AIRO)](/topic/$airo) [Datadog Inc (DDOG)](/topic/$ddog) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Cloudflare, Inc. (NET)](/topic/$net) [GitLab Inc. (GTLB)](/topic/$gtlb) [Zscaler Inc (ZS)](/topic/$zs) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin pls go to moon (BTC BOTTOM)](/topic/$btc-bottom) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Apple, Inc. (AAPL)](/topic/$aapl) [Snowflake Inc. (SNOW)](/topic/$snow) [Figma, Inc. (FIG)](/topic/$fig)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$LMND is better today than it was yesterday. Think about that for a second. AI-native insurers improve daily because every interaction feeds the model which means its continuously compounding especially as models exponentially grow. Every second literally matters: Typing cadence Time between answers Scroll behavior Device fingerprinting Voice stress Narrative consistency Real-time database cross-checks Thats thousands of micro-signals per user processed instantly. The best part about this is insurance was built on actuarial science probability pattern recognition risk modelling etc. There is"  
[X Link](https://x.com/MitchMartan98/status/2022648496105377828)  2026-02-14T12:25Z [----] followers, [----] engagements


"So all it took was for every Mag7 besides $AAPL to increase capex guidance by 30-50% on top of already absurd numbers to get a rally in $CRWV $NBIS $CIFR $ALAB $CRDO etc. I don't know who needs to hear this but AI isn't going anywhere and this IS NOT peak cycle type action"  
[X Link](https://x.com/MitchMartan98/status/2019798964380356750)  2026-02-06T15:42Z [----] followers, [----] engagements


"I see the allure of $NET but too expensive for me"  
[X Link](https://x.com/MitchMartan98/status/2022311588984709630)  2026-02-13T14:07Z [----] followers, [---] engagements


"RT @Neil_X10: Big thanks to all who contributed to this weeks $LMND space. @MarkPaddey @MitchMartan98 @ShadyJosh5 @DomienVdE If the sto"  
[X Link](https://x.com/MitchMartan98/status/2022656589405319645)  2026-02-14T12:58Z [----] followers, [--] engagements


"@TedHZhang Good news $APP is already at -50% only [--] more to go"  
[X Link](https://x.com/MitchMartan98/status/2022016858292113623)  2026-02-12T18:36Z [----] followers, [----] engagements


"Dare I say it $BTC bottom may be in Felt like capitulation last week and some large volume moves in $MSTR makes me think we're at a bottom. Saylor also addressed debt problems and market reacted pretty damn positively. $ETH $BMNR $IREN $CIFR"  
[X Link](https://x.com/MitchMartan98/status/2022329543634350340)  2026-02-13T15:18Z [----] followers, [----] engagements


"Genuinely curious to see what happens to $DUOL it seems like the market is pricing it for utter failure and to be disrupted. Not sure thats the case maybe a slow erosion of users and ultimately their moat being destroyed but only time will tell. Anyways a new VP of AI should hopefully help. New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h"  
[X Link](https://x.com/MitchMartan98/status/2022641453424337040)  2026-02-14T11:57Z [----] followers, [----] engagements


"Btw $LMND isnt the only AI native company that will benefit from this but Id argue it will see the most amount of benefits immediately due to the nature of their sector. Software names in cybersecurity will capitalize on the agentic side of things in $SNOW $NET etc. The winners will go on to dominate and the losers well theres a graveyard waiting. https://twitter.com/i/web/status/2022679869986136529 https://twitter.com/i/web/status/2022679869986136529"  
[X Link](https://x.com/MitchMartan98/status/2022679869986136529)  2026-02-14T14:30Z [----] followers, [----] engagements


"@ethereal_echo14 I agree but there is a threat with AI and I think the market is seeing just how fast the landscape is changing. $DUOL wasnt cheap and now the multiple has compressed to discount the risk"  
[X Link](https://x.com/MitchMartan98/status/2022708239876399326)  2026-02-14T16:23Z [----] followers, [---] engagements


"$FIG now down 82% from its IPO high just [--] months. [--] MONTHS There needs to be a new system in place for IPOs"  
[X Link](https://x.com/MitchMartan98/status/2018754836175495427)  2026-02-03T18:33Z [----] followers, [----] engagements


"$S $GTLB likely the most attractive M&A targets in the software space. Valuations are becoming no brainers for certain companies looking to expand their product offerings. $RDDT / $APP starting to look really attractive as well. $APP s earnings report was very strong as usual and trades at just under 25x forward earnings depending on what EPS you use. The software bludgeoning continues https://twitter.com/i/web/status/2021757936939176036 https://twitter.com/i/web/status/2021757936939176036"  
[X Link](https://x.com/MitchMartan98/status/2021757936939176036)  2026-02-12T01:27Z [----] followers, [----] engagements


"For whatever reason no one is talking about $CRWV right now. Holding strong chart looks good and green on a rather bloody day. Nice to see some strength here"  
[X Link](https://x.com/MitchMartan98/status/2022006042620833918)  2026-02-12T17:53Z [----] followers, [----] engagements


"Some other notable names tossed down the drain which are attractive $LMND $RBRK $PATH $ZS $CSU.TO Ive seen a few others mention this but nothing instills confidence more than when a CEO / executive puts their money where their mouth is. Im glad to see $NOW / $RDDT s execs doing exactly that. Earnings have been strong and this entire sell off is narrative / fear based Ive seen a few others mention this but nothing instills confidence more than when a CEO / executive puts their money where their mouth is. Im glad to see $NOW / $RDDT s execs doing exactly that. Earnings have been strong and this"  
[X Link](https://x.com/MitchMartan98/status/2022311523348070826)  2026-02-13T14:06Z [----] followers, [----] engagements


"$NIO $BABA $BIDU $BYD PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG"  
[X Link](https://x.com/MitchMartan98/status/2022322061507440698)  2026-02-13T14:48Z [----] followers, [----] engagements


"This would also be a much needed headwind turned tailwind for $GLXY Dare I say it $BTC bottom may be in Felt like capitulation last week and some large volume moves in $MSTR makes me think we're at a bottom. Saylor also addressed debt problems and market reacted pretty damn positively. $ETH $BMNR $IREN $CIFR Dare I say it $BTC bottom may be in Felt like capitulation last week and some large volume moves in $MSTR makes me think we're at a bottom. Saylor also addressed debt problems and market reacted pretty damn positively. $ETH $BMNR $IREN $CIFR"  
[X Link](https://x.com/MitchMartan98/status/2022329622797644037)  2026-02-13T15:18Z [----] followers, [----] engagements


"Hard to believe this right now especially when you pair it with Jensens comments recently about this just being the early innings still. At some point this will come to fruition if I had to guess probably 2-3 years. $SPY $QQQ $IWM $NVDA $GOOG $META"  
[X Link](https://x.com/MitchMartan98/status/2022458633750221249)  2026-02-13T23:51Z [----] followers, [----] engagements


"Not that impressed tbh I like the $CRM add depending on when it was but clearly long mega caps think the alpha just isnt there yet. BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active filings in recent quarters with 50+ new positions and major portfolio shifts. Biggest moves: $XOP https://t.co/hy08OTlObL BREAKING: Soros Fund Management Q4 13F: opens $580M in energy puts exits $234M in China calls adds $MSFT +159% $TSM +157%. George Soros's fund makes one of its most active"  
[X Link](https://x.com/MitchMartan98/status/2022460680637468731)  2026-02-13T23:59Z [----] followers, [----] engagements


"$APP wont be disrupted as of now and is pretty much a no brainer at these levels imo. Forward PE under 25x and theyre putting up video game like numbers right now. CEO is one of the best out there one of the few I love listening to on earnings calls. Now this doesnt mean software cant be sold off further and inevitably $APP as well so wait for the chart to turn but risk/reward is very favourable here. https://twitter.com/i/web/status/2022688217259208773 https://twitter.com/i/web/status/2022688217259208773"  
[X Link](https://x.com/MitchMartan98/status/2022688217259208773)  2026-02-14T15:03Z [----] followers, [----] engagements


"$GLXY s risk/reward has never been more asymmetric than right now. What happens to $GLXY s share price when $BTC inevitably decides to move through all time highs Its no secret that Galaxy is high beta and leveraged to the crypto trade and recently this has been a massive headwind well it is until it isnt. What happens when the market realizes the value of Helios combined with crypto tailwind and then when money actually starts flowing through to earnings Helios may be more of a 27/28 story but dont forget the market likes to look anywhere from 9-18 months ahead and when the tide turns look"  
[X Link](https://x.com/MitchMartan98/status/2022697680372146325)  2026-02-14T15:41Z [----] followers, [----] engagements


"The problem with posts like this is is theyre backward looking and dont cover the whole picture. Looks good on paper but the market is telling you hey $DUOL is going to struggle moving forward and wont grow revenue at the same clip not to mention AI is threatening software so we have to discount accordingly The multiple then contracts and the company is discounted $DUOL is down 80% from its highs roughly because of this. It doesnt take a genius https://t.co/3n27fPv6pY It doesnt take a genius https://t.co/3n27fPv6pY"  
[X Link](https://x.com/MitchMartan98/status/2022723254935240754)  2026-02-14T17:22Z [----] followers, [----] engagements


"Found a new name not a lot of people are talking about in the military/drone space that's actually cheap and could very easily double in a short period of time. Here was the thesis I sent to a few people - I think $AIRO is a misunderstood defense-autonomy company operating in exactly the right part of the spend cycle which is drones ISR and military training but its priced as if execution will never clean up. In my opinion the market is anchoring too hard on the past lumpy quarters shipment timing issues and management baggage from prior ventures (SPAC) while ignoring that demand is actually"  
[X Link](https://x.com/MitchMartan98/status/2009270400400683379)  2026-01-08T14:26Z [----] followers, 10.8K engagements


"Posting an actual idea with diligence and a price target will never reward you with the same engagement as saying $UNH will be $900 in 2-3 years. (Literally my most viral tweet) Anyway $AIRO is cheap here. Found a new name not a lot of people are talking about in the military/drone space that's actually cheap and could very easily double in a short period of time. Here was the thesis I sent to a few people - I think $AIRO is a misunderstood defense-autonomy company operating Found a new name not a lot of people are talking about in the military/drone space that's actually cheap and could very"  
[X Link](https://x.com/MitchMartan98/status/2009423236212380100)  2026-01-09T00:33Z [----] followers, [----] engagements


"Still think everyone is sleeping on $AIRO Likely moves much much higher this year. Found a new name not a lot of people are talking about in the military/drone space that's actually cheap and could very easily double in a short period of time. Here was the thesis I sent to a few people - I think $AIRO is a misunderstood defense-autonomy company operating Found a new name not a lot of people are talking about in the military/drone space that's actually cheap and could very easily double in a short period of time. Here was the thesis I sent to a few people - I think $AIRO is a misunderstood"  
[X Link](https://x.com/MitchMartan98/status/2010167548202111466)  2026-01-11T01:51Z [----] followers, [----] engagements


"Feels like market still doesnt believe the $SLNO numbers which doesnt make much sense considering that print. Perhaps the short report fears still hang over the company or discontinuation rates are of concern However disc rates. In line with normalcy. Maybe the market figures it out throughout the day. Remains to be seen https://twitter.com/i/web/status/2010714421467709907 https://twitter.com/i/web/status/2010714421467709907"  
[X Link](https://x.com/MitchMartan98/status/2010714421467709907)  2026-01-12T14:04Z [----] followers, [----] engagements


"@weary_centurion $AIRO same sector more blended rev 3x sales. Definitely not a bad idea to rotate capital here if you havent imo"  
[X Link](https://x.com/MitchMartan98/status/2011426710806581533)  2026-01-14T13:14Z [----] followers, [---] engagements


"If there was ever any truth to the $LLY / $ABVX buyout rumours. At a market cap of now $9B/$115 per share that would get you a nice premium of 74% at a fully adjusted $17.5B buyout or $200 per share ish. Oh and all signs are pointing to maintenance data being solid"  
[X Link](https://x.com/MitchMartan98/status/2011863497093648564)  2026-01-15T18:10Z [----] followers, [----] engagements


"No one talking about $ABVX anymore deal probably imminent"  
[X Link](https://x.com/MitchMartan98/status/2016615371273351465)  2026-01-28T20:52Z [----] followers, [----] engagements


"Software names getting absolutely crushed today multiple names down 5-6-7% and all I see is opportunity. AI will not be replacing all of these companies. You must be selective but some great deals are here. $RBRK $PATH $GTLB $WIX $TWLO $DDOG $CSU $NOW"  
[X Link](https://x.com/MitchMartan98/status/2016886291359494227)  2026-01-29T14:48Z [----] followers, [----] engagements


"🤦🏻 now is when you buy $GLD JUST IN: El Salvador buys $50000000 worth of Gold. https://t.co/tCgFC7Ai6B JUST IN: El Salvador buys $50000000 worth of Gold. https://t.co/tCgFC7Ai6B"  
[X Link](https://x.com/MitchMartan98/status/2016999450174988435)  2026-01-29T22:18Z [----] followers, [----] engagements


"Just checking some numbers here and with 1.6GW approved and a $12B market cap $GLXY has to be one of the most mis-priced opportunities in the market right now"  
[X Link](https://x.com/MitchMartan98/status/2017258891038388727)  2026-01-30T15:29Z [----] followers, [----] engagements


"$PATH valuation now starting to become to attractive here. All management needs to do is address AI and state very clearly that its not destroying the company and this shouldnt be hard. Has the market not learned anything of the past [--] quarters AI is an enabler not a headwind. They will be fine. https://twitter.com/i/web/status/2017264198841938159 https://twitter.com/i/web/status/2017264198841938159"  
[X Link](https://x.com/MitchMartan98/status/2017264198841938159)  2026-01-30T15:50Z [----] followers, [----] engagements


"A reminder the market thought oil companies would go bankrupt during [----]. $CVX $OXY $XOM all great buys. The market also thought $EL was going to [--] only to U turn around to $100+. It also thought $TSLA was finished at $113 and they wouldnt be able to turn it around. Who could forget $META at $88 and Zuck ruining the company Or perhaps AI destroying $GOOG at $146 The point is its never as bad as it seems and conversely never as bullish as it seems. Software isnt going anywhere imo. $NOW $PATH $S $ZS $DDOG https://twitter.com/i/web/status/2017265817193181224"  
[X Link](https://x.com/MitchMartan98/status/2017265817193181224)  2026-01-30T15:57Z [----] followers, [----] engagements


"$ABVX again starting to look much more palatable down here at $8.9B MC. Near 100% premium now if any buyout rumours hold truth. Down below $100 would be considered a no brainer imo. Maintenance data is the next catalyst until then patience"  
[X Link](https://x.com/MitchMartan98/status/2017275707500458165)  2026-01-30T16:36Z [----] followers, [----] engagements


"Yeah I mean $BTC is definitely the safer less volatile option but again the whole idea behind it is to get the premium and capture volatility to the upside when Bitcoin moves higher. As confidence grows and price action appreciates investors look for more risk and naturally MNav will expand. Historically $MSTR sits around 3-4x mnav in bull markets but with other vehicles now available to funds I would say thats probably eroded and we can see 1.5x on top of the $BTC move. Again id have to double check that for sure but youre basically buying the stock at a book value less than [--] right now and"  
[X Link](https://x.com/MitchMartan98/status/2017700040727494657)  2026-01-31T20:42Z [----] followers, [---] engagements


"A reminder for anyone who didnt see the last $PATH quarter and is worried about the most recent software sell off. I broke it down and keep in mind AI is a tailwind not a headwind. Here are my thoughts on the most recent $PATH quarter. Enjoy https://t.co/pffWoz1734 Here are my thoughts on the most recent $PATH quarter. Enjoy https://t.co/pffWoz1734"  
[X Link](https://x.com/MitchMartan98/status/2018114044729655408)  2026-02-02T00:07Z [----] followers, [----] engagements


"$ABVX has now tested the 100SMA from above ideally would want to see this hold if it breaks likely looking at sub $100"  
[X Link](https://x.com/MitchMartan98/status/2018333975157031417)  2026-02-02T14:41Z [----] followers, [----] engagements


"Big one after the bell for $PLTR still not cheap and with software in the gutter recently I'd expect a big call from Karp. Let's see if he can help the industry tonight. $PATH $S $PANW $DDOG"  
[X Link](https://x.com/MitchMartan98/status/2018376534910710121)  2026-02-02T17:30Z [----] followers, [----] engagements


"$GLXY earnings tomorrow expecting some deeper guidance into the data centre side of things and by that I mean either a new tenant or when we can expect one announced. Crypto business will not be a tailwind this Q but the market has likely priced that in any dips barring unexpected news will be welcomed with open arms. https://twitter.com/i/web/status/2018504201781821872 https://twitter.com/i/web/status/2018504201781821872"  
[X Link](https://x.com/MitchMartan98/status/2018504201781821872)  2026-02-03T01:57Z [----] followers, [----] engagements


"Will be posting thoughts on $GLXY a bit later. Crypto side of things is noise"  
[X Link](https://x.com/MitchMartan98/status/2018706424088477914)  2026-02-03T15:21Z [----] followers, [----] engagements


"Alright here are my thoughts on $GLXY Another net loss at $GLXY ($482M Q4 $241M FY25) isnt good but this is the type of business whether you like it or not that is dependent on the most volatile asset class in the world. This is exactly why the sell off is happening and what algorithm's see. The headline number in particular is driving this. Also Q4 weakness needs context. Q3 included a one-off $9B notional $BTC trade which inflated results. Q4 saw lower volumes and crypto prices down 24% QoQ with $BTC in a 40% drawdown currently. Now. The underlying businesses are still producing: FY25"  
[X Link](https://x.com/MitchMartan98/status/2018739505625211274)  2026-02-03T17:32Z [----] followers, 16.3K engagements


"And yes I would like to see a tenant named. I believe on the earnings call Novogratz stated "multi tenant" signalling less dependence on $CRWV which is nice to see as well"  
[X Link](https://x.com/MitchMartan98/status/2018739854902022325)  2026-02-03T17:34Z [----] followers, [----] engagements


"$GLXY also with this said I have been a long believer of Novo spinning out the DC business. For whatever reason the market always loves pure plays and I think he understands this. Alright here are my thoughts on $GLXY Another net loss at $GLXY ($482M Q4 $241M FY25) isnt good but this is the type of business whether you like it or not that is dependent on the most volatile asset class in the world. This is exactly why the sell off is happening and Alright here are my thoughts on $GLXY Another net loss at $GLXY ($482M Q4 $241M FY25) isnt good but this is the type of business whether you like it"  
[X Link](https://x.com/MitchMartan98/status/2018741059463860237)  2026-02-03T17:39Z [----] followers, [----] engagements


"Ah so youre saying they can afford to overpay for $ABVX got it. ELI LILLY $LLY REPORTED EARNINGS THIS MORNING EPS of $7.54 beating expectations of $6.96🟢 Revenue of $19.3B beating expectations of $18B🟢 Eli Lilly said it expects to bring in between $33.50-$35 of EPS and between $80B-$83B of revenue in [----] https://t.co/kP6mpMnkCS ELI LILLY $LLY REPORTED EARNINGS THIS MORNING EPS of $7.54 beating expectations of $6.96🟢 Revenue of $19.3B beating expectations of $18B🟢 Eli Lilly said it expects to bring in between $33.50-$35 of EPS and between $80B-$83B of revenue in 2026"  
[X Link](https://x.com/MitchMartan98/status/2019052369036615807)  2026-02-04T14:16Z [----] followers, [----] engagements


"Complete washout today across the board in high beta seems overdone imo. $CIFR $AMD $LMND $RKLB $HUT $IREN $ONDS $SNDK $CRDO $MU $NBIS all down 10%+ I think there are some really really nice opportunities forming"  
[X Link](https://x.com/MitchMartan98/status/2019093166847078871)  2026-02-04T16:58Z [----] followers, [----] engagements


"@pavanto $NBIS $CRWV $RBRK $S $AMD $PATH $LMND"  
[X Link](https://x.com/MitchMartan98/status/2019098271663419458)  2026-02-04T17:18Z [----] followers, [---] engagements


"$RBRK makes a lot of sense here"  
[X Link](https://x.com/MitchMartan98/status/2019149929571315743)  2026-02-04T20:43Z [----] followers, [----] engagements


"$GOOG guiding capex to be minimum $60B higher and youre bearish AI infra companies What do you think Google sees $CRWV $NBIS $GLXY $IREN $CIFR"  
[X Link](https://x.com/MitchMartan98/status/2019160237442519491)  2026-02-04T21:24Z [----] followers, [----] engagements


"$RBRK exceeds all guidance metrics ✅ $RBRK makes a lot of sense here. $RBRK makes a lot of sense here"  
[X Link](https://x.com/MitchMartan98/status/2019195127458095573)  2026-02-04T23:43Z [----] followers, [----] engagements


"@DLishok77635 $RBRK is a buy. Trading at roughly just over 6x rev is far too cheap. And yeah $ZETA is cheap as well against growth metrics once software selling subsides itll do well"  
[X Link](https://x.com/MitchMartan98/status/2019400952181383297)  2026-02-05T13:21Z [----] followers, [---] engagements


"$RBRK based on last Qs results -Subscription ARR growth +34% YoY -Rev growth +48% YoY (and accelerating) -ARR contribution margin flipped positive to +10.3% up from -3.3% YoY. -FCF margin of 22% -83% gross margins -GAAP net loss cut -50% YoY -Solid liquidity $1.6B cash no balance sheet worries. All for roughly 6.6x rev which would be what a low quality SAAS company should trade at not this. Not to mention its in a mission critical sector not being disrupted by AI and oh they just released that they beat all guidance metrics yesterday. Too cheap. I like it here a lot."  
[X Link](https://x.com/MitchMartan98/status/2019411362993119306)  2026-02-05T14:02Z [----] followers, 16.7K engagements


"$GLXY at a $6.78B market cap. I guess Helios just isnt even a thing"  
[X Link](https://x.com/MitchMartan98/status/2019498418993824194)  2026-02-05T19:48Z [----] followers, 10.5K engagements


"@fuckNovogratz At this point probably"  
[X Link](https://x.com/MitchMartan98/status/2019498619708002630)  2026-02-05T19:49Z [----] followers, [---] engagements


"Pretty wild if this happens to be the case. Mark your calendars for October 5th [----] this would be the cycle low. $BTC $ETH simulation https://t.co/LZZOgfALvb simulation https://t.co/LZZOgfALvb"  
[X Link](https://x.com/MitchMartan98/status/2019504858110242839)  2026-02-05T20:14Z [----] followers, [----] engagements


"Why is $CIFR down 15% Back of $IREN earnings"  
[X Link](https://x.com/MitchMartan98/status/2019547638761480202)  2026-02-05T23:04Z [----] followers, [----] engagements


"@Chartradamus Agreed going to be hard for the crypto adjacent names to get traction. $BTC has to bottom. At least for $GLXY s sake as well"  
[X Link](https://x.com/MitchMartan98/status/2019563171254780367)  2026-02-06T00:05Z [----] followers, [---] engagements


"Well said $BTC $IREN $CIFR Quick market update: As forced liquidations continue and new margin calls are issued Bitcoin prices have now plummeted 25% this week alone. The scale and disorderly nature of the sell-off are spilling to crypto-adjacent assets and also beyond. #markets #crypto #bitcoin https://t.co/BCoMULSHGo Quick market update: As forced liquidations continue and new margin calls are issued Bitcoin prices have now plummeted 25% this week alone. The scale and disorderly nature of the sell-off are spilling to crypto-adjacent assets and also beyond. #markets #crypto #bitcoin"  
[X Link](https://x.com/MitchMartan98/status/2019563437576290638)  2026-02-06T00:06Z [----] followers, [----] engagements


"Insiders sell for a lot of reasons but they only buy for one. $GLXY 🚨 Insider Alert: $GLXY (Galaxy Digital) Director DOUGLAS R DEASON buys [-----] shares ($519950.00 total) on Feb [--] [----]. Transactions: [----] shares @ $20.75 on Feb [--] (P&L: -18.8%) [-----] shares @ $20.50 on Feb [--] (P&L: -17.9%) [-----] shares @ $21.12 on Feb [--] (P&L: 🚨 Insider Alert: $GLXY (Galaxy Digital) Director DOUGLAS R DEASON buys [-----] shares ($519950.00 total) on Feb [--] [----]. Transactions: [----] shares @ $20.75 on Feb [--] (P&L: -18.8%) [-----] shares @ $20.50 on Feb [--] (P&L: -17.9%) [-----] shares @ $21.12 on Feb [--] (P&L:"  
[X Link](https://x.com/MitchMartan98/status/2019584758964224265)  2026-02-06T01:31Z [----] followers, [----] engagements


"In times of true volatility you really realize why the super investors track records are so impressive. 30% CAGR with next to no down years is mind boggling considering were not even close to a true bear market. $SPY $QQQ $IWM"  
[X Link](https://x.com/MitchMartan98/status/2019715727046111516)  2026-02-06T10:12Z [----] followers, [----] engagements


"If I thought $GLXY was an asymmetric opportunity in the low to high $20s you better believe I love it here at $17 ish. $BTC will do what it always does but the true value in Helios will be realized eventually. Not to mention the execution risk I view as differentiated to other data centre names due to the fact that Clayco is one of the best contractors out there. And despite the popular narrative of retail individuals not liking Novogratz. I respectfully disagree he is as good as they come. https://twitter.com/i/web/status/2019726380812964271"  
[X Link](https://x.com/MitchMartan98/status/2019726380812964271)  2026-02-06T10:54Z [----] followers, [----] engagements


"@dannycheng2022 Always No. Does it give you the conviction when your own positioning is offside Yes"  
[X Link](https://x.com/MitchMartan98/status/2019727168327360779)  2026-02-06T10:57Z [----] followers, [---] engagements


"@mathlonning Can you shed some light on the so called shady accounting I think $APP is a good long but havent looked deep enough"  
[X Link](https://x.com/MitchMartan98/status/2019768119267307802)  2026-02-06T13:40Z [----] followers, [---] engagements


"Some light reading today What are your favourite finance related books $IWM $SPY $QQQ"  
[X Link](https://x.com/MitchMartan98/status/2019774975167656418)  2026-02-06T14:07Z [----] followers, [---] engagements


"Dont you just love it when management teams defend their share price Like I said $GLXY is one of the most asymmetric setups out there Too cheap. https://www.newswire.ca/news-releases/galaxy-announces-200-million-share-repurchase-program-821626076.html https://www.newswire.ca/news-releases/galaxy-announces-200-million-share-repurchase-program-821626076.html"  
[X Link](https://x.com/MitchMartan98/status/2019777851998806492)  2026-02-06T14:19Z [----] followers, [----] engagements


"$GLXY ✅ Galaxy Digital $GLXY said its board approved a $200M share buyback for its Class A stock with purchases possible in the open market or private deals including under Rule 10b5-1 plans Galaxy Digital $GLXY said its board approved a $200M share buyback for its Class A stock with purchases possible in the open market or private deals including under Rule 10b5-1 plans"  
[X Link](https://x.com/MitchMartan98/status/2019777977781776856)  2026-02-06T14:19Z [----] followers, [----] engagements


"$CRWV makes sense here. Very attractive"  
[X Link](https://x.com/MitchMartan98/status/2019784067768566027)  2026-02-06T14:43Z [----] followers, [---] engagements


"$CRWV strong bounce but still in a downtrend and consolidating the crazy IPO move ideally would want to see a sustained move over $110+ to confirm a reversal its a lot to ask but good risk/reward here imo"  
[X Link](https://x.com/MitchMartan98/status/2019793424770044199)  2026-02-06T15:20Z [----] followers, [---] engagements


"$PATH $path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo https://t.co/8SB8C0qchV $path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo"  
[X Link](https://x.com/MitchMartan98/status/2019797675357466800)  2026-02-06T15:37Z [----] followers, [----] engagements


"$BTC $ETH JUST IN: Treasury Secretary Bessent says the crypto "revolution is here." JUST IN: Treasury Secretary Bessent says the crypto "revolution is here.""  
[X Link](https://x.com/MitchMartan98/status/2019799384444088779)  2026-02-06T15:44Z [----] followers, [----] engagements


"The Jensen effect not sure a bottom is here quite yet so would be sticking to cyber security names mostly. I like $RBRK a lot. Investors are betting on a rebound in US software stocks: Call options volume in the Tech-Software ETF $IGV spiked to a record [------] contracts on Wednesday. This is [--] TIMES higher than the previous high seen at the beginning of [----]. This comes as $IGV has declined -25% https://t.co/UkXH849lM1 Investors are betting on a rebound in US software stocks: Call options volume in the Tech-Software ETF $IGV spiked to a record [------] contracts on Wednesday. This is [--] TIMES"  
[X Link](https://x.com/MitchMartan98/status/2019800804098470039)  2026-02-06T15:50Z [----] followers, [----] engagements


"@aisbaby $S"  
[X Link](https://x.com/MitchMartan98/status/2019805888333451642)  2026-02-06T16:10Z [----] followers, [---] engagements


"@mathlonning Meh capex again reiterated by $AMZN and just blew estimates out of the water. AI/HPC names catching a bid $BTC strong reversal. Not the worst idea to be hedged but I think this follows through as the Dow is also through aths"  
[X Link](https://x.com/MitchMartan98/status/2019815517695938685)  2026-02-06T16:48Z [----] followers, [---] engagements


"Well @michaeljburry your bear argument is out the window now. $NVDA $AMD $CRWV 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq"  
[X Link](https://x.com/MitchMartan98/status/2019831468277788891)  2026-02-06T17:52Z [----] followers, [----] engagements


"Some cybersecurity names I really like right now are $S $RBRK $DDOG $ZS All are well off their highs and present attractive opportunities. $S moat may be in question but its simply too cheap at these levels and oversold in the short term. $RBRK at 6x revenue is being priced like its dying mean while they just beat/exceeded guidance this past Q. Cant wait to look into the official numbers. The other two are strong still digging but again oversold. https://twitter.com/i/web/status/2020148518178975869 https://twitter.com/i/web/status/2020148518178975869"  
[X Link](https://x.com/MitchMartan98/status/2020148518178975869)  2026-02-07T14:51Z [----] followers, [----] engagements


"$ADBE 💀 I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software"  
[X Link](https://x.com/MitchMartan98/status/2020319843699097713)  2026-02-08T02:12Z [----] followers, [----] engagements


"@BastianelliLore $DUOL is at $119 fyi"  
[X Link](https://x.com/MitchMartan98/status/2020533455038325048)  2026-02-08T16:21Z [----] followers, [---] engagements


"@MajorOcelot45 I see your argument But $S is pretty darn compressed imo"  
[X Link](https://x.com/MitchMartan98/status/2020538223026405562)  2026-02-08T16:40Z [----] followers, [--] engagements


"$PGY missing top line and lowering guide isnt ideal but theres some perspective to this. The market was expecting high growth and that didnt materialize in the guide but they are staying profitable which means management is staying true to their word. Remember Pagaya got crushed in [----] for being lazy and providing growth at all cost which meant higher losses when the economy faces a downturn. Any fear of/or recession and the companies metrics would deteriorate quickly this quarter proves theyre sticking with profitability vs growth and while the stock may react this way the business is far"  
[X Link](https://x.com/MitchMartan98/status/2020850985141195080)  2026-02-09T13:23Z [----] followers, 11.6K engagements


"When a company is losing money options and convertibles dont count in EPS (theyre anti-dilutive). Once earnings turn positive accounting rules force those shares to be included. So the diluted share count went up on paper not actually because $PGY issued a bunch of new stock but because profitability turned dilution on essentially if that makes sense. https://twitter.com/i/web/status/2020889265534595483 https://twitter.com/i/web/status/2020889265534595483"  
[X Link](https://x.com/MitchMartan98/status/2020889265534595483)  2026-02-09T15:55Z [----] followers, [---] engagements


"Lol $CRDO with absolutely absurd numbers my goodness. Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi Credo $CRDO RAISED its Q3 FY26 revenue outlook to $404408M well above prior guidance of $335345M. The company also guided to mid-single-digit sequential growth in Q4 and said that puts it on pace for 200%+ YoY revenue growth this fiscal year. https://t.co/pFqYxEyYSi"  
[X Link](https://x.com/MitchMartan98/status/2020991473789907072)  2026-02-09T22:41Z [----] followers, [----] engagements


"And theres $DDOG with a great report. EPS $0.59 vs $0.55 🔥 Rev $953M vs $917M 🔥 Customer growth with over $1M in ARR up 31% YoY. Stay in cybersecurity at least for now. $RBRK $S $ZS Some cybersecurity names I really like right now are $S $RBRK $DDOG $ZS All are well off their highs and present attractive opportunities. $S moat may be in question but its simply too cheap at these levels and oversold in the short term. $RBRK at 6x revenue is being Some cybersecurity names I really like right now are $S $RBRK $DDOG $ZS All are well off their highs and present attractive opportunities. $S moat"  
[X Link](https://x.com/MitchMartan98/status/2021215041425428625)  2026-02-10T13:29Z [----] followers, [----] engagements


"$OSCR all you need to know is that guidance number. [----] was a wash and [----] is setting up to be a monster. Revenue: $18.7-$19B Operating Income: $250-$450M 🔥"  
[X Link](https://x.com/MitchMartan98/status/2021220269751169132)  2026-02-10T13:50Z [----] followers, [----] engagements


"$WULF breaking out nicely new 52w high coming soon. $CIFR looks to be next still strong momentum in these two on the back of MS upgrades. $IREN $NBIS $GLXY"  
[X Link](https://x.com/MitchMartan98/status/2021258593765343641)  2026-02-10T16:22Z [----] followers, [----] engagements


"$CIFR on the weekly is looking very nice right now may need to cool off in the short term but from a trading perspective I think a move much higher is inevitable"  
[X Link](https://x.com/MitchMartan98/status/2021308470348140995)  2026-02-10T19:41Z [----] followers, [----] engagements


"$ALAB with a massive beat well done. $ALAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $270.6M; +92% YoY; +17% sequentially 🔹 Adj. EPS: $0.58 (Est. $0.51) 🟢 🔹 Adj Operating Margin: 40.2% 🔹 Non-GAAP Net Income: $104.8M Q1 Guide: 🔹 Adj. EPS: $0.53$0.54 (Est. $0.52) 🟢 🔹 Revenue: $286M$297M Other Metrics: 🔹 $ALAB Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $270.6M; +92% YoY; +17% sequentially 🔹 Adj. EPS: $0.58 (Est. $0.51) 🟢 🔹 Adj Operating Margin: 40.2% 🔹 Non-GAAP Net Income: $104.8M Q1 Guide: 🔹 Adj. EPS: $0.53$0.54 (Est. $0.52) 🟢 🔹 Revenue: $286M$297M Other Metrics: 🔹"  
[X Link](https://x.com/MitchMartan98/status/2021335600700457038)  2026-02-10T21:28Z [----] followers, [----] engagements


"And again strong earnings in the cybersecurity space with $NET doing well after hours. A lot of opportunities for longterm positions or trades in software right now $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op Income: $89.6M (Est. $83.8M) 🟢 🔹 Adj GM: 74.9% (Est. 75%) 🟡 🔹 RPO: +48% YoY; Current RPO: +34% YoY Q1 Guide: 🔹 Revenue: https://t.co/Hthr14Igjy $NET Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $614.5M (Est. $591.4M) 🟢; +33.6% YoY 🔹 Adj. EPS: $0.28 (Est. $0.27) 🟢; vs. $0.19 YoY 🔹 Adj Op"  
[X Link](https://x.com/MitchMartan98/status/2021336931125326204)  2026-02-10T21:34Z [----] followers, [----] engagements


"I like $APP for earnings tomorrow. So much negativity priced in the software sector short-seller apologized and execution has been nothing but spectacular. Excited to see the results"  
[X Link](https://x.com/MitchMartan98/status/2021368851150274880)  2026-02-10T23:41Z [----] followers, [----] engagements


"Yeah im not buying the 4% pre market dip on $APP because $U did poorly. One is a Ferrari and the other is a Corolla no offence $TM"  
[X Link](https://x.com/MitchMartan98/status/2021570886977933484)  2026-02-11T13:03Z [----] followers, [----] engagements


"I distinctly remember the back lash @TheLongInvest got on $UPS and everyone writing it off because $AMZN was going to swallow it whole. Well its now up 20.77% YTD and 38% over the past [--] months while the $SPY is up 1.58% and 8.92% respectively. $UPS [--] Months later +50% gain on this Safe Haven not including their +5.5% Dividend. And ONLY NOW breaking out above its [---] Monthly MA. Nice https://t.co/pS4VpM0LUG $UPS [--] Months later +50% gain on this Safe Haven not including their +5.5% Dividend. And ONLY NOW breaking out above its [---] Monthly MA. Nice https://t.co/pS4VpM0LUG"  
[X Link](https://x.com/MitchMartan98/status/2021680727922815064)  2026-02-11T20:20Z [----] followers, [----] engagements


"Just read this and couldnt help myself to become more bullish on AI based companies like $LMND They are coming for the whole pie. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/MitchMartan98/status/2021686365486797208)  2026-02-11T20:42Z [----] followers, [----] engagements


"@SixSigmaCapital $S $GTLB"  
[X Link](https://x.com/MitchMartan98/status/2021757497397456903)  2026-02-12T01:25Z [----] followers, [---] engagements


"$SOLS interesting spin off from $HON here could be severely mis-priced in my eyes and quite seemingly no one talking about it. Shout out dad for the tip (Owned $HON and told me to look into the spin off)"  
[X Link](https://x.com/MitchMartan98/status/2021932833611141433)  2026-02-12T13:02Z [----] followers, [---] engagements


"$NBIS solid earnings capacity constrained which was known so no worries there and the company keeps executing. Margins improving. 170MW vs 100MW and expanding more data centre capacity. Not a worry in the world here"  
[X Link](https://x.com/MitchMartan98/status/2021935295373935051)  2026-02-12T13:11Z [----] followers, [----] engagements


"My index fund $ABVX has been holding up nicely as of late. I joke I joke but nice to see a bounce from this one"  
[X Link](https://x.com/MitchMartan98/status/2022017111141527928)  2026-02-12T18:37Z [----] followers, [----] engagements


"$AMZN capex $200B vs $146.5B. $GOOG $175-185B vs est of $110B And youre not bullish on AI"  
[X Link](https://x.com/MitchMartan98/status/2019524637177311662)  2026-02-05T21:32Z [----] followers, [----] engagements


"In all seriousness $LMND has no real reason to be sold off. Some will argue its overvalued some wont but even then this is more of a high beta/AI sell off and ask questions later. Anyone who actually knows the business model and whats coming down the pipeline should enjoy the volatility here. Every single metric is improving and management has done exactly what theyve said they were going to do. https://twitter.com/i/web/status/2022043076123115728 https://twitter.com/i/web/status/2022043076123115728"  
[X Link](https://x.com/MitchMartan98/status/2022043076123115728)  2026-02-12T20:20Z [----] followers, [----] engagements


"Some notable strength today from $CIFR $CRWV $NOW $ABVX $SOLS $SKM $LPTH Some notable weakness in $APP $BE $TE $LMND $ALAB $AEHR $RDDT"  
[X Link](https://x.com/MitchMartan98/status/2022052473280803071)  2026-02-12T20:57Z [----] followers, [----] engagements


"AI/DC/HPC/Crypto all ripping higher now seems like bottom is in for most of these names. Great price action and charts look solid $CIFR $GLXY $IREN $NBIS $MSTR $HUT"  
[X Link](https://x.com/MitchMartan98/status/2022332541794128219)  2026-02-13T15:30Z [----] followers, [----] engagements


"@KleinTom26945 I believe so yes"  
[X Link](https://x.com/MitchMartan98/status/2022440536398008534)  2026-02-13T22:39Z [----] followers, [--] engagements


"This is a reality coming sooner rather than later $LLY $NVO @A_May_MD I want to take orfoglipron Monday through Thursday then eat like a monster on the weekends cant do that on the pen @A_May_MD I want to take orfoglipron Monday through Thursday then eat like a monster on the weekends cant do that on the pen"  
[X Link](https://x.com/MitchMartan98/status/2022656539375394886)  2026-02-14T12:57Z [----] followers, [----] engagements


"$RBRK cant wait to see earnings Rubrik Agent Cloud Because you need AI to secure Enterprise Agentic Work Only Rubrik AI platform combines enterprise data identities and applications contexts Rubrik Security Cloud + Rubrik Agent Cloud = Secure and Accelerate Enterprise AI Transformation https://t.co/yo8y61El1F Rubrik Agent Cloud Because you need AI to secure Enterprise Agentic Work Only Rubrik AI platform combines enterprise data identities and applications contexts Rubrik Security Cloud + Rubrik Agent Cloud = Secure and Accelerate Enterprise AI Transformation https://t.co/yo8y61El1F"  
[X Link](https://x.com/MitchMartan98/status/2022715004143731017)  2026-02-14T16:50Z [----] followers, [----] engagements


"@stonk_wisdom Not sure why $WMT and $COST are being brought up"  
[X Link](https://x.com/MitchMartan98/status/2022750298209419274)  2026-02-14T19:10Z [----] followers, [---] engagements


"$LMND 🫡 A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI. A lot of software businesses are going to vanish. Not insurance. Insurance is AI-proof. In fact without insurance there would be no AI"  
[X Link](https://x.com/MitchMartan98/status/2021623095422071293)  2026-02-11T16:31Z [----] followers, [----] engagements


"Ah yes $LMND is going straight down to $0 because of AI. Makes sense that the company which is built upon AI will also be destroyed by it"  
[X Link](https://x.com/MitchMartan98/status/2021994490916192448)  2026-02-12T17:07Z [----] followers, [----] engagements


"Ive seen a few others mention this but nothing instills confidence more than when a CEO / executive puts their money where their mouth is. Im glad to see $NOW / $RDDT s execs doing exactly that. Earnings have been strong and this entire sell off is narrative / fear based with just projections about the future. I think its important that we remember not all software names are built the same but thats the case with every sector a blanket selling spree doesnt make much sense here. With that said SOME* multiples for SOME* companies needed a reset which has given investors some fantastic"  
[X Link](https://x.com/MitchMartan98/status/2022311327151133160)  2026-02-13T14:06Z [----] followers, [----] engagements


"$CRWV as well"  
[X Link](https://x.com/MitchMartan98/status/2022332663672238116)  2026-02-13T15:30Z [----] followers, [---] engagements


"$APP for some perspective. Just absurd: Revenue: $1.66B (+66% YoY) Net Income: $1.10B (+84% YoY) Net Margin: 66% Adj. EBITDA: $1.40B (+82% YoY) EBITDA Margin: 84% Free Cash Flow: $1.31B FY25: Revenue: $5.48B (+70%) Adj. EBITDA: $4.51B (+87%) FCF: $3.95B 80%+ EBITDA margins at 60%+ growth is not normal. Q1 [----] Guidance Revenue: $1.745B $1.775B Adjusted EBITDA: $1.465B $1.495B Adjusted EBITDA Margin: 84% What that implies if you take midpoint numbers Revenue $1.76B EBITDA $1.48B Which means: 6% sequential revenue growth from Q4 EBITDA growing faster than revenue Margins holding at 84%"  
[X Link](https://x.com/MitchMartan98/status/2022691117188493456)  2026-02-14T15:15Z [----] followers, [----] engagements


"https://x.com/mitchmartan98/status/2022691117188493456 $APP for some perspective. Just absurd: Revenue: $1.66B (+66% YoY) Net Income: $1.10B (+84% YoY) Net Margin: 66% Adj. EBITDA: $1.40B (+82% YoY) EBITDA Margin: 84% Free Cash Flow: $1.31B FY25: Revenue: $5.48B (+70%) Adj. EBITDA: $4.51B (+87%) FCF: https://x.com/mitchmartan98/status/2022691117188493456 $APP for some perspective. Just absurd: Revenue: $1.66B (+66% YoY) Net Income: $1.10B (+84% YoY) Net Margin: 66% Adj. EBITDA: $1.40B (+82% YoY) EBITDA Margin: 84% Free Cash Flow: $1.31B FY25: Revenue: $5.48B (+70%) Adj. EBITDA: $4.51B (+87%)"  
[X Link](https://x.com/MitchMartan98/status/2022691434823107013)  2026-02-14T15:16Z [----] followers, [---] engagements


"@AkbarInvests Interesting"  
[X Link](https://x.com/MitchMartan98/status/2022708323443990760)  2026-02-14T16:23Z [----] followers, [--] engagements


"@DeepMoatSociety I need to take a deeper look. I know @AuditTheHerd likes $TEM"  
[X Link](https://x.com/MitchMartan98/status/2022814815421632779)  2026-02-14T23:26Z [----] followers, [--] engagements

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