# ![@MultiMismanaged Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1093239941042241536.png) @MultiMismanaged PassiveBubble

PassiveBubble posts on X about $snap, business, in the, $blnd the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1093239941042241536/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:interactions.svg)

- [--] Week [------] +922%
- [--] Month [------] +7.60%
- [--] Months [-------] +31%
- [--] Year [-------] +378%

### Mentions: [--] [#](/creator/twitter::1093239941042241536/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:posts_active.svg)

- [--] Week [--] -10%
- [--] Month [--] -6.10%
- [--] Months [---] +61%
- [--] Year [---] +253%

### Followers: [-----] [#](/creator/twitter::1093239941042241536/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:followers.svg)

- [--] Week [-----] +0.96%
- [--] Month [-----] +2.20%
- [--] Months [-----] +47%
- [--] Year [-----] +333%

### CreatorRank: [---------] [#](/creator/twitter::1093239941042241536/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1093239941042241536/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  58.42% [finance](/list/finance)  30.69% [technology brands](/list/technology-brands)  15.84% [cryptocurrencies](/list/cryptocurrencies)  7.92% [social networks](/list/social-networks)  3.96% [currencies](/list/currencies)  2.97% [countries](/list/countries)  0.99%

**Social topic influence**
[$snap](/topic/$snap) #50, [business](/topic/business) 12.87%, [in the](/topic/in-the) 9.9%, [$blnd](/topic/$blnd) #2, [$pcsc](/topic/$pcsc) #1, [$acn](/topic/$acn) 6.93%, [$pesi](/topic/$pesi) 6.93%, [strong](/topic/strong) 5.94%, [core](/topic/core) 4.95%, [gold](/topic/gold) 4.95%

**Top accounts mentioned or mentioned by**
[@triedandtried89](/creator/undefined) [@boxlongs](/creator/undefined) [@degenlanecap](/creator/undefined) [@evanspiegel](/creator/undefined) [@pulte](/creator/undefined) [@billackman](/creator/undefined) [@pg175arealfixforamericashousingcrisis6a0f54664e0e](/creator/undefined) [@freenome](/creator/undefined) [@faust1244](/creator/undefined) [@dismassetbkd](/creator/undefined) [@martinshkreli](/creator/undefined) [@highyieldharry](/creator/undefined) [@petramcoc](/creator/undefined) [@afcgold77821](/creator/undefined) [@garyhaubold](/creator/undefined) [@bloombergnet](/creator/undefined) [@sandman7591](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@howardlutnick](/creator/undefined) [@_tgir](/creator/undefined)

**Top assets mentioned**
[Snap, Inc. (SNAP)](/topic/$snap) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Accenture (ACN)](/topic/$acn) [Lennar Corporation (LEN)](/topic/$len) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Metadium (META)](/topic/$meta) [D R Horton Inc (DHI)](/topic/$dhi) [Costco Hot Dog (COST)](/topic/$cost) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [RAI Finance (SOFI)](/topic/$sofi) [SPDR GOLD ETF (GLD)](/topic/$gld) [American Homes [--] Rent (AMH)](/topic/$amh) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [2131KOBUSHIDE (21)](/topic/$21) [Apollo Global Management, Inc. (APO)](/topic/$apo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AMH really round tripped the entire Trump tweet hit yesterday. Either people knew about it and covered into it or this is a good chance to short it"  
[X Link](https://x.com/MultiMismanaged/status/2009344916179308951)  2026-01-08T19:22Z [----] followers, [---] engagements


"difference is now stock is down 40% quickly. If he wants to keep his call options alive he needs currency to fund it. He doesn't have enough cash so needs to sell people on the stock price dream. If $SNAP stock trades like this he loses the locker room. His hand is forced like Zuck's was with his Metaverse boondoggle https://twitter.com/i/web/status/2021259586922000755 https://twitter.com/i/web/status/2021259586922000755"  
[X Link](https://x.com/MultiMismanaged/status/2021259586922000755)  2026-02-10T16:26Z [----] followers, [---] engagements


"$SNAP at 1.4x EV / Revs is deep value. Market is in full on dislocation mode right now as retail and institutional investors alike get taken to the woodshed on junk but some things are starting to look like deep value"  
[X Link](https://x.com/MultiMismanaged/status/2021613668408942802)  2026-02-11T15:53Z [----] followers, [----] engagements


"$BLND.there is 85% upside in the shares to the level that the PE firm Haveli was buying stock in the open market just [--] months ago. Obviously the software apocalypse fears are weighing on the entire market but the level of fear being implied has gotten to insane levels"  
[X Link](https://x.com/MultiMismanaged/status/2022327643228791241)  2026-02-13T15:10Z [----] followers, [---] engagements


"You cant handle the truth $GOOG $Softbank $OpenAI Sam Altman has declared a Code Red in an internal memo The plan is to allocate more resources to improving ChatGPT with teams concentrating on features that allow more personalized interaction with ChatGPT. Other core priorities include: [--]. advancing the https://t.co/eBapPG57Ww Sam Altman has declared a Code Red in an internal memo The plan is to allocate more resources to improving ChatGPT with teams concentrating on features that allow more personalized interaction with ChatGPT. Other core priorities include: [--]. advancing the"  
[X Link](https://x.com/MultiMismanaged/status/1995828174387548214)  2025-12-02T12:11Z [----] followers, [---] engagements


"This $PCSC investment into Freenome seems interesting to me with multibagger potential and limited downside given the SPAC cash downside in the security ahead of the deal close. A number of top-tier biotech funds are investing along side the SPAC or were already investors in Freenome. Still doing the work but it smells like an interesting set-up that could work in Q1 of [----] No position but $PCSC shows you what a SPAC can be at if not its finest close to that; a small trust size thus a small promote without warrants or rights -- and a PIPE from bluechip investors and partnerships with"  
[X Link](https://x.com/MultiMismanaged/status/2003180429214429661)  2025-12-22T19:06Z [----] followers, [----] engagements


"$PCSC will likely release additional data from its colorectal V2 blood screening test at ASCO GI which begins on January 6th. If the data shows an Advanced Adenoma (AA) sensitivity (pre-cancer screening) above 20% the value of Freenome and $PCSC will increase dramatically. Experienced institutional Investors who backed the last round investing along side the SPAC were likely seeing something that gave them confidence in a 20%+ AA sensitivity. Even in the case where the data disappoints the downside in $PCSC is likely capped around $11 due to the SPAC dynamics. I think the risk / reward is"  
[X Link](https://x.com/MultiMismanaged/status/2003472223336599703)  2025-12-23T14:26Z [----] followers, [---] engagements


"$AIV is a no brainer now. The biggest overhang is gone with the closure of this Brickell deal. Large distributions coming and stock below the bottom end of the liquidation range still. https://therealdeal.com/miami/2025/12/23/vlad-doronins-oko-oak-row-pay-520-million-for-miami-sites/ https://therealdeal.com/miami/2025/12/23/vlad-doronins-oko-oak-row-pay-520-million-for-miami-sites/"  
[X Link](https://x.com/MultiMismanaged/status/2003555086837121274)  2025-12-23T19:55Z [----] followers, [----] engagements


"$PCSC positive update this morning on the Freenome CRC V2 test. The test was materially better than the V1 test which should trigger an additional $600M of milestone payments from Exact Sciences and further derisk the business. https://www.freenome.com/newsroom/freenome-delivers-improved-performance-in-its-colorectal-cancer-blood-test-with-sensitivity-of-85-for-crc-and-22-for-advanced-precancerous-lesions/ https://www.freenome.com/newsroom/freenome-delivers-improved-performance-in-its-colorectal-cancer-blood-test-with-sensitivity-of-85-for-crc-and-22-for-advanced-precancerous-lesions/"  
[X Link](https://x.com/MultiMismanaged/status/2008552731741696262)  2026-01-06T14:54Z [----] followers, [---] engagements


"$PCSC overview Its clear to me the deSPAC market is coming back with the quality of deals we are seeing come to market. Over the coming weeks Ill walk through a few that I see as high quality. Feel free to DM me ones you think are interesting but Ill start with @freenome and $PCPS Its clear to me the deSPAC market is coming back with the quality of deals we are seeing come to market. Over the coming weeks Ill walk through a few that I see as high quality. Feel free to DM me ones you think are interesting but Ill start with @freenome and $PCPS"  
[X Link](https://x.com/MultiMismanaged/status/2009264944512991367)  2026-01-08T14:04Z [----] followers, [---] engagements


"This sounds bullish for $RKT $BLND and the homebuilders. I had just a great day yesterday with the heads of various mortgage and related companies. They described our meeting as a home run. I appreciate the industry realizing we are pro business pro competition and focused on growing their businesses Thank you to all I had just a great day yesterday with the heads of various mortgage and related companies. They described our meeting as a home run. I appreciate the industry realizing we are pro business pro competition and focused on growing their businesses Thank you to all"  
[X Link](https://x.com/MultiMismanaged/status/2011855023878119782)  2026-01-15T17:36Z [----] followers, [----] engagements


"New position in $SNAP. Right now it is my top idea for [----]. I think the stock could go up [--] to 5x in the next [--] months as the narrative dramatically shifts around it. Currently just a $13B enterprise value despite about 500M DAUs and 17M paid subscribers. DAUs continue to grow high single digits even with 10% of global smartphone users already using it on a daily basis. Paid subscribers are growing even faster at about 50% yoy. Subscription revenue alone is at an almost $800M run-rate and only 1.5% of SNAP's DAUs are subscribers. The stock currently trades at just 16x next years earnings"  
[X Link](https://x.com/MultiMismanaged/status/2014390518596174004)  2026-01-22T17:31Z [----] followers, [----] engagements


"As it relates to $PCSC it is notable that CRCM LP recently acquired a significant stake in the company (owns 8% of it as of last filing). CRCM's largest investment is in in $GRAL (Grail Inc) which is a hugely successful cancer diagnostics company. This is an addition to the shareholder base that contains some of the sharpest investors in biotech including RA Capital Management and Adar1 Capital Management https://twitter.com/i/web/status/2015784900692001235 https://twitter.com/i/web/status/2015784900692001235"  
[X Link](https://x.com/MultiMismanaged/status/2015784900692001235)  2026-01-26T13:52Z [----] followers, [---] engagements


"$BAH -- The White House is going for the kill shot. "Today U.S. Secretary of the Treasury Scott Bessent announced the cancelation of all contracts with consulting firm Booz Allen Hamilton. The Treasury Department currently has [--] separate contracts with Booz Allen Hamilton totaling $4.8 million in annual spending and $21 million in total obligations. Booz Allen failed to implement adequate safeguards to protect sensitive data including the confidential taxpayer information it had access to through its contracts with the Internal Revenue Service""  
[X Link](https://x.com/MultiMismanaged/status/2015803500110692609)  2026-01-26T15:06Z [----] followers, [----] engagements


"Breaking: $APO validates $APO marks: Apollo Commercial Real Estate Finance Sells acquire the assets to affiliates of and funds managed by Apollo Global Management Inc. (together with its subsidiaries Apollo) including Athene Co-Investment Reinsurance Affiliate entities. The transaction has been approved by ARIs board of directors upon the unanimous recommendation of a special committee of independent directors of ARIs board of directors. The transaction is subject to approval by the holders of a majority of the Companys outstanding shares of common stock. Stuart Rothstein Chief Executive"  
[X Link](https://x.com/MultiMismanaged/status/2016503947268182524)  2026-01-28T13:29Z [----] followers, [---] engagements


"Seems pretty likely that Gold bounce fades pretty hard and we make new lows. With gold still up 14% ytd and liquidity tightening i don't think this correction ends until we at least give back all YTD gains"  
[X Link](https://x.com/MultiMismanaged/status/2018780144178196838)  2026-02-03T20:14Z [----] followers, [---] engagements


"Silver now down ytd. No way that gold can hold its ytd gains"  
[X Link](https://x.com/MultiMismanaged/status/2019558171153690978)  2026-02-05T23:46Z [----] followers, [---] engagements


"its pretty embarassing that $SNAP trades at less than 0.6% of that of $META and below 1.5x EV/ revenues. Meanwhile $META trades at 7x EV / revenues. At some point you have to demonstrate to stakeholders including shareholders employees and customers that you actually care about the valuation of your business. Otherwise you won't be able to continue to attract and retain talent and it will become a reflexive negative spiral. Zuckerberg understands this which is why he pulls the plug on spending if the market rebels too severely. When will you get the memo and treat the fact that you have full"  
[X Link](https://x.com/MultiMismanaged/status/2020933969458458830)  2026-02-09T18:53Z [----] followers, [---] engagements


"@evanspiegel When will you and board members step up and purchase shares of $SNAP stock I support long term investing in the business but if you really believe in the investments you should love your stock at sub $10B valuation. It would send a strong message to all stakeholders if you and insiders stepped up to purchase shares of $SNAP for the first time ever at these levels. https://twitter.com/i/web/status/2020958706561622402 https://twitter.com/i/web/status/2020958706561622402"  
[X Link](https://x.com/anyuser/status/2020958706561622402)  2026-02-09T20:31Z [----] followers, [---] engagements


"$SNAP upgraded to buy this morning on limited downside risk and shift to higher margin subscription business"  
[X Link](https://x.com/MultiMismanaged/status/2021200141483708544)  2026-02-10T12:30Z [----] followers, [---] engagements


"Freenome just announced it reached a new milestone by processing its first commercial patient on its CRC blood test. This is positive news for $PCSC https://www.linkedin.com/posts/freenome_simplescreen-crc-activity-7426988316098473984-uQhj https://www.linkedin.com/posts/freenome_simplescreen-crc-activity-7426988316098473984-uQhj"  
[X Link](https://x.com/MultiMismanaged/status/2021240586385105142)  2026-02-10T15:11Z [----] followers, [---] engagements


"The fact that meta an almost $2TR company is even spending management resources going after the SNAP market tells you how ridiculous the $9B value for SNAP is right now. META doesnt waste time on things that won't move the needle for the business. To move the needle it has to be a $50B+ opportunity at a minimum"  
[X Link](https://x.com/MultiMismanaged/status/2021260968307654908)  2026-02-10T16:32Z [----] followers, [---] engagements


"$SNAP.if this is true this is a positive catalyst that isn't in the guidance B. Riley is saying $SNAP Perplexity deal has started to roll out. https://t.co/yeDT8b9g7m B. Riley is saying $SNAP Perplexity deal has started to roll out. https://t.co/yeDT8b9g7m"  
[X Link](https://x.com/MultiMismanaged/status/2021265023356534907)  2026-02-10T16:48Z [----] followers, [----] engagements


"This is a good time to remind people that in [----] about [--] years ago $META paid $19B for WhatsApp including $4B in cash and $15B in stock. That stock is now worth about $150B. At the time WhatsApp had $10M in revenues and 450M MAUs. Compare that to $SNAP which now has a value of under $10B in the public market and has almost 1B of MAUs and $6B in revenues. Sometimes the market gets things wrong. https://twitter.com/i/web/status/2021267896358322240 https://twitter.com/i/web/status/2021267896358322240"  
[X Link](https://x.com/MultiMismanaged/status/2021267896358322240)  2026-02-10T16:59Z [----] followers, [---] engagements


"@triedandtried89 they're spending $500M a year on a science project spectacles. So if you want to do valuation analysis and hit them for the full stock comp load you need to look at this separately. Its about 15x forward earnings before stock comp and 9x forward EV / EBITDA before stock comp"  
[X Link](https://x.com/MultiMismanaged/status/2021615194141552908)  2026-02-11T15:59Z [----] followers, [---] engagements


"No one is backing out the $3B. I am just pointing that out. You need to think outside the box a little bit here. They're spending $1.5B to $2B a year on R&D. Core business does not cost this much to maintain. If they wanted to make $SNAP profitable they could. Evan still has a substantial portion of his net worth in the stock. Question is have things gotten so bad that their hand is forced to show more profitability. https://twitter.com/i/web/status/2021617297001980194 https://twitter.com/i/web/status/2021617297001980194"  
[X Link](https://x.com/MultiMismanaged/status/2021617297001980194)  2026-02-11T16:08Z [----] followers, [---] engagements


"They're paying employees not really themselves so the personal piggybank comment is unwarranted. Evan's comp has been low single digit millions all in for years. Obviously its been a disaster -- question is does a business with almost $1B of sub revenues and with 10% of the global smartphone population using its product daily spiral down to zero or does the value eventually get unlocked somehow"  
[X Link](https://x.com/MultiMismanaged/status/2021619479839478084)  2026-02-11T16:16Z [----] followers, [--] engagements


"This is a good time to remind people that in [----] about [--] years ago $META paid $19B for WhatsApp including $4B in cash and $15B in stock. That stock is now worth about $150B. At the time WhatsApp had $10M in revenues and 450M MAUs. Compare that to $SNAP which now has a value of under $10B in the public market and has almost 1B of MAUs and $6B in revenues. Sometimes the market gets things wrong. @evanspiegel https://twitter.com/i/web/status/2021268051279114483 https://twitter.com/i/web/status/2021268051279114483"  
[X Link](https://x.com/MultiMismanaged/status/2021268051279114483)  2026-02-10T17:00Z [----] followers, [----] engagements


"It literally says its a 10b5 plan in the release Snaps Murphy Sells $10.6 Million of Shares By Bloomberg Automation (Bloomberg) -- Snap Inc.s Chief Technology Officer Robert C. Murphy reported a series of insider stock transactions to the US Securities and Exchange Commission.Filing included 10(b)5-1 transactions Snap shares fell 36% in the past month Here are the details of the filing: https://twitter.com/i/web/status/2021621818172281111 https://twitter.com/i/web/status/2021621818172281111"  
[X Link](https://x.com/MultiMismanaged/status/2021621818172281111)  2026-02-11T16:26Z [----] followers, [--] engagements


"$SNAP $SNAP now entering territory where sentiment has become entirely disconnected from reality. Almost 1x sales on a 60% gross margin social media business with 1B MAU and a new high-margin subscription monetization model running at $1B and growing 60%. Perplexity deal seems to $SNAP now entering territory where sentiment has become entirely disconnected from reality. Almost 1x sales on a 60% gross margin social media business with 1B MAU and a new high-margin subscription monetization model running at $1B and growing 60%. Perplexity deal seems to"  
[X Link](https://x.com/MultiMismanaged/status/2021971767871385887)  2026-02-12T15:36Z [----] followers, [----] engagements


"I am buying $SNAP call options like they're crack. I don't think @evanspiegel can allow his stock to continue to lag so severely given how much his employees rely on stock incentives. The share price performance is completely within his control. If he were to announce a spin-off of Specs or a reduction in expenses or even if insiders just decided to make a purchase for the first time ever the stock could triple or more quite quickly from these levels. So what do you say @evanspiegel It is getting close to break-the-glass levels when your stock is trading below 15x P/E."  
[X Link](https://x.com/MultiMismanaged/status/2020932449363165225)  2026-02-09T18:46Z [----] followers, [----] engagements


"@DegenLaneCap @BoxLongs patience.don't think their customers decided to spin up a Claude vibe coded system to roll out to customers in [--] weeks"  
[X Link](https://x.com/MultiMismanaged/status/2022331755756503050)  2026-02-13T15:27Z [----] followers, [---] engagements


"New $WBD floor is $28.50 and very likely that either $CMCSA or $AAPL come in over the top. Seems very possible that we could end up with a $35+ ultimate sale price here and $40 to $50 is not out of the question. It seems very mispriced at these levels now that we know where Paramount is setting the floor"  
[X Link](https://x.com/MultiMismanaged/status/1990848818829475972)  2025-11-18T18:25Z [----] followers, [---] engagements


"$WBD Paramount CEO David Ellison is set to attend tonight's East Room dinner with President Trump and Saudi Crown Prince Mohammed bin Salman per a source. Paramount CEO David Ellison is set to attend tonight's East Room dinner with President Trump and Saudi Crown Prince Mohammed bin Salman per a source"  
[X Link](https://x.com/MultiMismanaged/status/1990974158457434309)  2025-11-19T02:43Z [----] followers, [---] engagements


"$BLND -- a PE firm with board seats aggressively is buying stock at $3 to $3.10 and interest rates go down and someone decides to puke the stock in the stock sub $2.95. Seems like a classic opportunity to take advantage of market dislocation"  
[X Link](https://x.com/MultiMismanaged/status/1991606420014526884)  2025-11-20T20:35Z [----] followers, [--] engagements


"Haveli scooped up more $BLND the last few days"  
[X Link](https://x.com/MultiMismanaged/status/1991834635551359041)  2025-11-21T11:42Z [----] followers, [---] engagements


"Excellent op-ed piece discussing the housing issues facing America and practical solutions @pulte @BillAckman https://medium.com/@pg175/a-real-fix-for-americas-housing-crisis-6a0f54664e0e https://medium.com/@pg175/a-real-fix-for-americas-housing-crisis-6a0f54664e0e"  
[X Link](https://x.com/MultiMismanaged/status/1992570103817457974)  2025-11-23T12:25Z [----] followers, [---] engagements


"@pulte @BillAckman I'm increasingly convinced that something like could happen here. Hopefully the White House can make it happen"  
[X Link](https://x.com/MultiMismanaged/status/1993386614324912258)  2025-11-25T18:29Z [----] followers, [---] engagements


"@Faust1244 Don't have to be a brain surgeon on rocket ships to figure this one out. $BLND"  
[X Link](https://x.com/MultiMismanaged/status/1995145212281475562)  2025-11-30T14:57Z [----] followers, [---] engagements


"Breaking news $ACN admits much of their business can be replaced by a $20 per month chat bot. This is bearish for $ACN and the IT consulting industrynot bullish"  
[X Link](https://x.com/MultiMismanaged/status/1995483711622537323)  2025-12-01T13:22Z [----] followers, [---] engagements


"Last time short interest in $DHI was at the start of [----] right before the stock went up 100%+. Pretty clear that housing and in particular homebuilding sentiment are extremely low and pods are massively short the homebuilders. Seasonally this is the time that builders work and the White House is actively working on a solution to boost low-end housing. $DHI seems like a great way to play this https://twitter.com/i/web/status/1995538426578260400 https://twitter.com/i/web/status/1995538426578260400"  
[X Link](https://x.com/MultiMismanaged/status/1995538426578260400)  2025-12-01T17:00Z [----] followers, [----] engagements


"@DismAssetBkd $LGIH short interest is similar to where it was early [----] as well around 15%"  
[X Link](https://x.com/MultiMismanaged/status/1995567933716897868)  2025-12-01T18:57Z [----] followers, [---] engagements


"@MartinShkreli Do you still follow this $ACN Sounds like a company on the frontiers of AI and IT. "The $4.1 million figure initially disclosed by the bureau covered only the front-end redesign. It did not include a $78 million contract with consulting firm Accenture which grew across nine extensions what Flint described as the classic playbook of underquoting to win the work then expanding scope until youve built a dependency thats impossible to unwind https://www.smh.com.au/technology/premium-prices-for-a-downgrade-96-5-million-bom-website-savaged-20251126-p5niis.html"  
[X Link](https://x.com/MultiMismanaged/status/1995615228479107181)  2025-12-01T22:05Z [----] followers, [---] engagements


"@HighyieldHarry Nice top 1% hedge fund career path but clearly wasnt the 0.1% as a top performer at Viking would never leave to become a pod pm"  
[X Link](https://x.com/MultiMismanaged/status/1995995582297489651)  2025-12-02T23:16Z [----] followers, [----] engagements


"Not a great sign for the bellwether AI company upon which the entire ecosystem is constructed. Feels like the high stakes Jenga game is getting more interesting. $NVDA $ORCL $OpenAI This is why OpenAI is in a Code Red. In the [--] weeks since the Gemini launch ChatGPT unique daily active users (7-day average) are down -6%. https://t.co/9QNuh4H4hh This is why OpenAI is in a Code Red. In the [--] weeks since the Gemini launch ChatGPT unique daily active users (7-day average) are down -6%. https://t.co/9QNuh4H4hh"  
[X Link](https://x.com/MultiMismanaged/status/1996182602869531009)  2025-12-03T11:39Z [----] followers, [---] engagements


"Shockingly strong weekly homebuilder data from Ivy Zelman research this morning. This is the first time in the history of the Zelman survey going back to [----] that the Thanksgiving holiday week was up. Typically it declines 15% to 20%. Bottom line is that the realtime homebuilder data is inflecting very positively. Very bullish for $DHI $LEN and $TOL. And positioning is wildly offsides with short interest near the highs"  
[X Link](https://x.com/MultiMismanaged/status/1996229308235276471)  2025-12-03T14:45Z [----] followers, [---] engagements


"Additional details $DHI: +Sales in the Southwest were particularly up 28% sequentially and 6% year over year +Cancellation rate overall was down 200bps +First time in history of survey going back to [----] that the Thanksgiving week was up sequentially"  
[X Link](https://x.com/MultiMismanaged/status/1996239264955134428)  2025-12-03T15:25Z [----] followers, [---] engagements


"$SOFI now bringing its own stock promoters in-house. Interesting strategy to keep the pump going BREAKING NEWS FOR DDI This week I accepted an offer to join the $SOFI team in the Office of the CFO. I couldn't be more thrilled and excited for the opportunity to get to work and have a real positive and tangible effect on this company the millions of members who use its BREAKING NEWS FOR DDI This week I accepted an offer to join the $SOFI team in the Office of the CFO. I couldn't be more thrilled and excited for the opportunity to get to work and have a real positive and tangible effect on this"  
[X Link](https://x.com/MultiMismanaged/status/1998009477694451818)  2025-12-08T12:39Z [----] followers, [----] engagements


"Almost played out like I thought it would $WBD https://www.axios.com/2025/12/08/jared-kushner-paramount-warner-bros-netflix https://www.axios.com/2025/12/08/jared-kushner-paramount-warner-bros-netflix"  
[X Link](https://x.com/MultiMismanaged/status/1998055577738498315)  2025-12-08T15:42Z [----] followers, [---] engagements


"The monkeys are back to selling housing stocks every day and buying banks every day. Because the Barra model tells them to -- sometimes it pays to use your brain and this is one of those times. This will end poorly max short $KRE max long $ITB"  
[X Link](https://x.com/MultiMismanaged/status/1998130652236177721)  2025-12-08T20:40Z [----] followers, [---] engagements


"Sam Altman just said two interesting things in his interview with David Faber and Bob Iger. 1) They are working on their own chips and expect them to be released soon 2) The next model release will be heavily focused on knowledge work and be able to replace a significant amount of knowledge workers globally. Sounds deflationary and time to short $NVDA $SOFI $INFY $ACN $CTSH and more. Ties together neatly with Powell's tone shift yesterday and significant discussion on the impact of AI job loss"  
[X Link](https://x.com/MultiMismanaged/status/1999150466094026827)  2025-12-11T16:13Z [----] followers, [---] engagements


"$ACN Consulting industry under pressure"  
[X Link](https://x.com/MultiMismanaged/status/2000521067194945740)  2025-12-15T10:59Z [----] followers, [----] engagements


"The first analyst out of about [--] to have the balls cut $COST to sell. The 50x P/E could easily become 25x and on lower E"  
[X Link](https://x.com/MultiMismanaged/status/2000541602733826198)  2025-12-15T12:21Z [----] followers, [---] engagements


"bumping this up.still not sure of the answer.still don't care.still short both $COST $NFLX is $NFLX the $COST of tech or is $COST the $NFLX of consumer I don't really care I am short both is $NFLX the $COST of tech or is $COST the $NFLX of consumer I don't really care I am short both"  
[X Link](https://x.com/MultiMismanaged/status/2000634599991562461)  2025-12-15T18:30Z [----] followers, [---] engagements


"$COST just started sending out personalized $50 off codes to members for $500 of purchases. Clearly trying to juice comps. Never have done this before as far as I know"  
[X Link](https://x.com/MultiMismanaged/status/2000642359839658143)  2025-12-15T19:01Z [----] followers, [----] engagements


"Most important takeaway from the $LEN call is that federal action to boost home supply and affordability is immenent Stuart Miller: "Moreover if builders are unable to achieve sufficient returns they may be forced to slow or halt construction disrupting the production levels needed to address ongoing supply shortages in the housing market. On a positive note the federal government has intensified its focus on the national housing crisis with a strong likelihood of taking decisive action to enhance affordability. In a constructive move federal officials have initiated discussions with builders"  
[X Link](https://x.com/MultiMismanaged/status/2001348832630595881)  2025-12-17T17:48Z [----] followers, [----] engagements


"Most important takeaway from the $LEN call is that federal action to boost home supply and affordability is immenent Stuart Miller: "Moreover if builders are unable to achieve sufficient returns they may be forced to slow or halt construction disrupting the production levels needed to address ongoing supply shortages in the housing market. On a positive note the federal government has intensified its focus on the national housing crisis with a strong likelihood of taking decisive action to enhance affordability. In a constructive move federal officials have initiated discussions with builders"  
[X Link](https://x.com/MultiMismanaged/status/2001349909036044403)  2025-12-17T17:52Z [----] followers, [----] engagements


"$ACN tries to pump but shows a weak Q2 guide so full year guide is again back half weighted. Also the problem with their attempt to recategorize bookings as AI to feed into the buzzword of the day is that if we believe this is true it implies the non-AI bookings are literally falling off a cliff. Cant have it both ways https://twitter.com/i/web/status/2001629303226703944 https://twitter.com/i/web/status/2001629303226703944"  
[X Link](https://x.com/MultiMismanaged/status/2001629303226703944)  2025-12-18T12:23Z [----] followers, [----] engagements


"Trump last night: "Early in the new year and you will see this in the new year I will announce some of the most aggressive housing reform plans in American history." $LEN was just previewing this"  
[X Link](https://x.com/MultiMismanaged/status/2001643532604592459)  2025-12-18T13:19Z [----] followers, [---] engagements


"Trump last night: "Early in the new year and you will see this in the new year I will announce some of the most aggressive housing reform plans in American history." $LEN was just previewing this"  
[X Link](https://x.com/MultiMismanaged/status/2001643561448853837)  2025-12-18T13:19Z [----] followers, [---] engagements


"$ACN stock has gone no where for the last [--] years in the face of a market that is up 50%+ and CEO Julie Sweet has made $125M in compensation during that time period. She's an emperor with no clothes. Buzzword bingo master. Just skim the reddit boards to see how her employees feel about her. Perhaps only Todd Combs at Geico was a bigger fraud as CEO of a major company https://twitter.com/i/web/status/2001679538976141769 https://twitter.com/i/web/status/2001679538976141769"  
[X Link](https://x.com/MultiMismanaged/status/2001679538976141769)  2025-12-18T15:42Z [----] followers, [----] engagements


"@PetramcoC a lot of the capital gets returned in the next month or two with the sale of chicago and brickell closing. So the IRR is better than that"  
[X Link](https://x.com/MultiMismanaged/status/2003559546376393125)  2025-12-23T20:13Z [----] followers, [---] engagements


"$FIGR.KBW raising estimates materially on strong Provenance blockchain data this morning and are now 10% to 15% ahead of consensus. Price target goes up to $62 with $83 bull case. Seems like the best blockchain play in the public markets given that they're actually using it to make money. https://twitter.com/i/web/status/2009272751530401964 https://twitter.com/i/web/status/2009272751530401964"  
[X Link](https://x.com/MultiMismanaged/status/2009272751530401964)  2026-01-08T14:35Z [----] followers, [---] engagements


"$BFAM.universal free child care undermines their core business. This is a nationwide trend as well"  
[X Link](https://x.com/MultiMismanaged/status/2009286365507154056)  2026-01-08T15:29Z [----] followers, [---] engagements


"Be bearish on homebuilders at your own risk. Clear that the administration is going to throw everything at this issue including incentives for the homebuilders to help boost production"  
[X Link](https://x.com/MultiMismanaged/status/2009671266958225852)  2026-01-09T16:59Z [----] followers, [---] engagements


"Great charts from Morgan Stanley highlighting how offsides positioning is in the homebuilding stocks. Hedge funds are in the 1st percentile of Long vs Short exposure in the space since [----]. I knew it was low after the coordinated downgrades of the space by several bulge bracket firms in late December but didn't think it was quite this low. It feels like the rally that started on Friday will continue particularly as the White House focuses heavily on working with the builders to boost the housing market. https://twitter.com/i/web/status/2010767682992554259"  
[X Link](https://x.com/MultiMismanaged/status/2010767682992554259)  2026-01-12T17:35Z [----] followers, [---] engagements


"Administration policies are and will be good for the homebuilders. They are going to go with the carrot approach not the stick approach Builders are telling us that their business has been REALLY good since the Fannie and Freddie $200 billion BUY announcement last week. Builders are telling us that their business has been REALLY good since the Fannie and Freddie $200 billion BUY announcement last week"  
[X Link](https://x.com/MultiMismanaged/status/2011424544825995762)  2026-01-14T13:05Z [----] followers, [---] engagements


"@DegenLaneCap I think its just getting hit on the macro rotation out of software the last few days"  
[X Link](https://x.com/MultiMismanaged/status/2011899924959613238)  2026-01-15T20:34Z [----] followers, [--] engagements


"@afcgold77821 Do you think the treasury operates in a vacuum Very possible that other agencies follow"  
[X Link](https://x.com/MultiMismanaged/status/2015817826053869587)  2026-01-26T16:03Z [----] followers, [--] engagements


"$AHR.probably someone who benefits from dodge $UNH and other health insurer bonuses to modify care from $AHR call: "And in Q1 we were able to substantially expand our relationships with Medicare Advantage plans at attractive rates which should provide a powerful tailwind through 2025" https://twitter.com/i/web/status/1925192258552246391 https://twitter.com/i/web/status/1925192258552246391"  
[X Link](https://x.com/MultiMismanaged/status/1925192258552246391)  2025-05-21T14:09Z [----] followers, [---] engagements


"$ACN discussing merging with $WPP. This is almost too stupid to believe and reeks of desperation on Accenture's part. Probably the biggest red flag for this company so far and there are many"  
[X Link](https://x.com/MultiMismanaged/status/1945115044414361652)  2025-07-15T13:35Z [----] followers, [----] engagements


"Hot off the press this morning: may be a fraud and is the largest tenant for the net-lease REIT $EPRT. Not a good look seems like an easy short here to make [--] to 10% quickly: An early investor in has filed a lawsuit in Texas against the rapidly growing companys founders alleging they engaged in self-dealing and retaliated against him for exposing ongoing fraud. Neil Chheda and several affiliated funds of investor Romulus Capital which own a 23% stake in the business filed the petition on [--] October in the Texas Business Court seeking to be reinstated to the companys board of directors. The"  
[X Link](https://x.com/MultiMismanaged/status/1981711799859736783)  2025-10-24T13:18Z [----] followers, [----] engagements


"Haveli continuing to buy more $BLND"  
[X Link](https://x.com/MultiMismanaged/status/1996393284214943821)  2025-12-04T01:37Z [----] followers, [---] engagements


"The press release only talked about the $BAH employee who leaked Trump's personal tax returns. Didn't even mention the Edward Snowden fiasco"  
[X Link](https://x.com/MultiMismanaged/status/2015820007666524602)  2026-01-26T16:11Z [----] followers, [---] engagements


"@GaryHaubold Agree no way to value it in the traditional sense.I would argue Microstrategy is already under pressure. It feels like only a matter of time for Bitcoin to catch up in the the de-dollarization trade"  
[X Link](https://x.com/MultiMismanaged/status/2016243523255738557)  2026-01-27T20:14Z [----] followers, [--] engagements


"$SNAP catalysts starting to emerge. This is like a precursor to spinning it off into its own business which would showcase the strong profitability of core $SNAP Previous Next Send Actions Translate News Story 01/28/2026 09:00:30BN Ray-Banglasses line and its planned move tolaunch AR glasses in [----] Snaps decision to move forward with consumer-focused hardware is taking on added urgency. The move to distanceSpecs from Snap comes as the latter faces heightened scrutiny over childrens safety on its flagship app. Last week Snap settled claims with a key plaintiff in a closely watched national"  
[X Link](https://x.com/MultiMismanaged/status/2016513373035201021)  2026-01-28T14:07Z [----] followers, [---] engagements


"Anyone have a view on why REITs are so weak today End of quarter rebal is all I got.Added to $ELME the recent $JBGS DC asset sale at a low 5% cap rate is supportive of the valuation for that asset. I think there is a good chance the company is sold this year. $LXP is also getting interesting again on this pullback https://twitter.com/i/web/status/1939746070482878776 https://twitter.com/i/web/status/1939746070482878776"  
[X Link](https://x.com/MultiMismanaged/status/1939746070482878776)  2025-06-30T18:01Z [----] followers, [---] engagements


"I would advise you listen to the recent earnings transcript. "At the end of Q2 our strong liquidity position totaled $438 million comprised of about $146 million of cash and $292 million of undrawn revolvers." "Sean about the MLB is probably like $60 million or $70 million a year and we could probably push that down if we needed to. So I mean I think we've got yeah plenty of room. Not worried about liquidity at all at this point." With respect to this filing many companies have securities shelfs outstanding as a matter of policy and it doesn't mean that they are going to issue securities. It"  
[X Link](https://x.com/MultiMismanaged/status/1954991975951667406)  2025-08-11T19:43Z [----] followers, [---] engagements


"Shocker it turns out that almost all banks are just bad businesses. First they whined about needing higher rates for a decade to start doing better. Then rates went up and investors fell in love with them.for about a year. Then SIVB happened.oops.and they all begged for lower rates. They got some relief and that worked for about a year.Now investors are worried about rates going too low which will drive lower spreads. Basically there is no rate scenario that is good for them. $KRE is just a trading sardine. The constituents that everyone loved during the last cycle $FRC $SBNY $SIVB and $NYCB"  
[X Link](https://x.com/MultiMismanaged/status/1976662533910978927)  2025-10-10T14:54Z [----] followers, [---] engagements


"$BLND -- a PE firm with board seats aggressively is buying stock at $3 to $3.10 and interest rates go down and someone decides to puke the stock in the sub $2.95. Seems like a classic opportunity to take advantage of market dislocation"  
[X Link](https://x.com/MultiMismanaged/status/1991606538042056722)  2025-11-20T20:36Z [----] followers, [----] engagements


"Exactly. Lots of positive signals here with the Exact Sciences and Roche licensing and the strong institutional investor base with a great track record in this space. We will get additional data over the next month or two that could be quite positive. In the meantime the downside is capped due to the SPAC dynamics. https://twitter.com/i/web/status/2003186685031358870 https://twitter.com/i/web/status/2003186685031358870"  
[X Link](https://x.com/MultiMismanaged/status/2003186685031358870)  2025-12-22T19:31Z [----] followers, [--] engagements


"In my opinion they wounded $BAH but now they need to kill it Otherwise they have an enemy under the tent. Ahead of the midterms etc why would you want that. 99% of their revenue comes from the federal government. I don't understand how the stock isn't down 30% on this"  
[X Link](https://x.com/MultiMismanaged/status/2015809114203398589)  2026-01-26T15:28Z [----] followers, [---] engagements


"To reiterate either the DOE and $PESI management are lying and defying all logic and common sense or this is a great opportunity to take advantage of confusion. $PESI+++ September [--] 2025: The American Nuclear Society reported that Wrights office had sent a memo to Washington state officials reconfirming the DOEs commitment and its goal to begin operations by October [--] [----] $PESI+++ September [--] 2025: The American Nuclear Society reported that Wrights office had sent a memo to Washington state officials reconfirming the DOEs commitment and its goal to begin operations by October [--] 2025"  
[X Link](https://x.com/MultiMismanaged/status/1966484855262269931)  2025-09-12T12:51Z [----] followers, [----] engagements


"$PESI long $PESI overlooked company that has the capability to refine REE material . and separate radioactive material which they already do. cleaned up Fukushima . thinking this one gets found long $PESI overlooked company that has the capability to refine REE material . and separate radioactive material which they already do. cleaned up Fukushima . thinking this one gets found"  
[X Link](https://x.com/MultiMismanaged/status/1978102660860383635)  2025-10-14T14:16Z [----] followers, [----] engagements


"Rare earth refining a potential new leg of the bull case $PESI $PESI LOVE this idea just shared in our discord by @Sandman7591 Rare earth overlooked refining recycling play. Has room up to resistance then would be a huge breakout up there. https://t.co/UCE4H8nc8T $PESI LOVE this idea just shared in our discord by @Sandman7591 Rare earth overlooked refining recycling play. Has room up to resistance then would be a huge breakout up there. https://t.co/UCE4H8nc8T"  
[X Link](https://x.com/MultiMismanaged/status/1978103447598587923)  2025-10-14T14:19Z [----] followers, [----] engagements


"$PESI Glad to have stuck with this one added a ton on the noise and confusion a few weeks ago. $PESI Makin' glass. One of the few times I go outside of biotech in size. Margin of safety on this at $7/8 was incredible. Gov shutdown might introduce some volatility but PESI's earnings will go up LT on effluent waste from Hanford - it's legally mandated https://t.co/dPmVk3lx0P $PESI Makin' glass. One of the few times I go outside of biotech in size. Margin of safety on this at $7/8 was incredible. Gov shutdown might introduce some volatility but PESI's earnings will go up LT on effluent waste"  
[X Link](https://x.com/MultiMismanaged/status/1978536733005189220)  2025-10-15T19:01Z [----] followers, [---] engagements


"$PESI -- nice to make 40%+ on headline noise in just over a month"  
[X Link](https://x.com/MultiMismanaged/status/1978537970677268691)  2025-10-15T19:06Z [----] followers, [---] engagements


"$PCSC will likely release additional data from its colorectal V2 blood screening test at ASCO GI which begins on January 6th. If the data shows an Advanced Adenoma (AA) sensitivity (pre-cancer screening) above 20% the value of Freenome and $PCSC will increase dramatically. Experienced institutional Investors who backed the last round investing along side the SPAC were likely seeing something that gave them confidence in a 20%+ AA sensitivity. Even in the case where the data disappoints the downside in $PCSC is likely capped around $11 due to the SPAC dynamics. I think the risk / reward is"  
[X Link](https://x.com/MultiMismanaged/status/2003469445453234529)  2025-12-23T14:15Z [----] followers, [---] engagements


"From Zelman today. Expect this to be accurate. Homebuilders are about to get a big windfall from the administration. They want to reduce public perception that this is a handout so they are getting ahead of it. "Ahead of President Trumps speech at Davos next week where he is expected to unveil additional housing policies to target homebuyer affordability FHFA Director Pulte provided an interview with the Wall Street Journal last night where he threatened restrictions on homebuilder share repurchases and dividends for any company that didnt help the Administrations push for more housing. This"  
[X Link](https://x.com/MultiMismanaged/status/2011425483771031915)  2026-01-14T13:09Z [----] followers, [----] engagements


"$PESI the Hanford plant is starting out ahead of schedule. No idea why this isn't a $15+ stock soon. It is better now than before all of this noise started a few weeks ago. https://www.opb.org/article/2025/09/26/after-30-billion-and-23-years-hanford-glassification-of-radioactive-waste-set-to-begin/ https://www.opb.org/article/2025/09/26/after-30-billion-and-23-years-hanford-glassification-of-radioactive-waste-set-to-begin/"  
[X Link](https://x.com/MultiMismanaged/status/1972650656130556245)  2025-09-29T13:12Z [----] followers, [----] engagements


"$PESI This would seem to be a big positive that the waste transfer to vit plant has begun https://www.tri-cityherald.com/news/local/hanford/article312432700.html https://www.tri-cityherald.com/news/local/hanford/article312432700.html"  
[X Link](https://x.com/MultiMismanaged/status/1976309492490043407)  2025-10-09T15:31Z [----] followers, [---] engagements


"A public / private partnership with the White House and the homebuilders is looking increasingly likely. This will 1) boost housing supply 2) be politically popular 3) be profitable for both the homebuilders and the taxpayer. It would be an opportunity for @realDonaldTrump @howardlutnick and @pulte to do a deal that would make money similar to the Intel transaction. I believe management teams of the homebuilders at $DHI $LEN $TOL $DFH etc would go for this solution. See the link below for details on how a transaction like this could work. @BillAckman"  
[X Link](https://x.com/MultiMismanaged/status/1993672641039798340)  2025-11-26T13:26Z [----] followers, [----] engagements


"From Cleveland Research today $SNAP (positive) Feedback indicates advertising trends have improved through 4Q with budgets sounding modestly better than expected (DR primary area of stronger trends while Brand remains pressured). New product traction appears to be improving and supporting better ROI driven by more uptake of Sponsored Snaps and more usage of new bidding/optimization tools. Outlooks remain uncertain as advertisers are questioning the sustainability of recent improvements due to continued Service/Support issues and increasing competition (META/RDDT taking share and TikTok could"  
[X Link](https://x.com/MultiMismanaged/status/2014394483186511914)  2026-01-22T17:47Z [----] followers, [---] engagements


"I like Gold and $GLD long term but pattern recognition from the past 15+ years tells me that when CNBC is filling 80% of their airtime trotting out every talking head gold bug we're close to a near term top. Meanwhile Bitcoin has fallen out of favor and looks downright cheap on a relative basis. https://twitter.com/i/web/status/2016232713121108000 https://twitter.com/i/web/status/2016232713121108000"  
[X Link](https://x.com/MultiMismanaged/status/2016232713121108000)  2026-01-27T19:31Z [----] followers, [----] engagements


"$SNAP going to finally have to disclose how much money they're losing on the AR glasses which will better showcase the profitability of the core Snapchat product. In addition opens the door to take on partners that invest in the AR glasses or spin-off it off into its own company https://twitter.com/i/web/status/2016517292675289121 https://twitter.com/i/web/status/2016517292675289121"  
[X Link](https://x.com/MultiMismanaged/status/2016517292675289121)  2026-01-28T14:22Z [----] followers, [---] engagements


"$SNAP.interview is worth a listen $SNAP - some of the best soundbites from this interview with Evan. Using specs to supervise AI $3B invested very significant lead in Specs technology and huge distribution for developers on the platform to the nearly 1B users. 1/2 https://t.co/A7cM8IQ9tI $SNAP - some of the best soundbites from this interview with Evan. Using specs to supervise AI $3B invested very significant lead in Specs technology and huge distribution for developers on the platform to the nearly 1B users. 1/2 https://t.co/A7cM8IQ9tI"  
[X Link](https://x.com/MultiMismanaged/status/2016534858982404467)  2026-01-28T15:32Z [----] followers, [---] engagements


"$SNAP.interview is worth a listen $SNAP 2/2 link to full interview https://t.co/grSd6oTyXz https://t.co/qCRmb8ZsN4 $SNAP 2/2 link to full interview https://t.co/grSd6oTyXz https://t.co/qCRmb8ZsN4"  
[X Link](https://x.com/MultiMismanaged/status/2016534951097749701)  2026-01-28T15:32Z [----] followers, [---] engagements


"Gold peak seems to be in. 15% to 20% downside seems reasonable in the relatively near term I like Gold and $GLD long term but pattern recognition from the past 15+ years tells me that when CNBC is filling 80% of their airtime trotting out every talking head gold bug we're close to a near term top. Meanwhile Bitcoin has fallen out of favor and looks downright cheap I like Gold and $GLD long term but pattern recognition from the past 15+ years tells me that when CNBC is filling 80% of their airtime trotting out every talking head gold bug we're close to a near term top. Meanwhile Bitcoin has"  
[X Link](https://x.com/MultiMismanaged/status/2017214086015066267)  2026-01-30T12:31Z [----] followers, [---] engagements


"It is telling that Gold is down 12.4% now and silver down 33% but both are still having great months and great start to the year. Still a lot more air to come out of this bubble"  
[X Link](https://x.com/MultiMismanaged/status/2017304001067332002)  2026-01-30T18:28Z [----] followers, [---] engagements


"still trading higher than it was halfway through January. Expect it to find a floor much lower"  
[X Link](https://x.com/MultiMismanaged/status/2017304389803815244)  2026-01-30T18:30Z [----] followers, [---] engagements

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