#  @ParatereoCap Paratereo Capital Paratereo Capital posts on X about $tem, $app, $nbis, kalshi the most. They currently have [--] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::2015915055389319168/interactions)  - [--] Week [------] -33% ### Mentions: [--] [#](/creator/twitter::2015915055389319168/posts_active)  - [--] Week [--] +23% ### Followers: [--] [#](/creator/twitter::2015915055389319168/followers)  - [--] Week [--] +15% ### CreatorRank: [-------] [#](/creator/twitter::2015915055389319168/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #6058 [finance](/list/finance) 19.8% [technology brands](/list/technology-brands) 16.83% [cryptocurrencies](/list/cryptocurrencies) 14.85% [social networks](/list/social-networks) 5.94% [exchanges](/list/exchanges) 2.97% [automotive brands](/list/automotive-brands) 1.98% [financial services](/list/financial-services) 0.99% [countries](/list/countries) 0.99% **Social topic influence** [$tem](/topic/$tem) #36, [$app](/topic/$app) #172, [$nbis](/topic/$nbis) #228, [kalshi](/topic/kalshi) #894, [$cmg](/topic/$cmg) 4.95%, [$rddt](/topic/$rddt) #79, [$krknf](/topic/$krknf) 3.96%, [$path](/topic/$path) 3.96%, [$adur](/topic/$adur) 3.96%, [$zeta](/topic/$zeta) 3.96% **Top accounts mentioned or mentioned by** [@kalshi](/creator/undefined) [@mrderivatives](/creator/undefined) [@rontrades](/creator/undefined) [@bespokeinvest](/creator/undefined) [@gubloinvestor](/creator/undefined) [@themoviedadsc](/creator/undefined) [@talkbirdie2mee](/creator/undefined) [@samuel244b](/creator/undefined) [@tradingpulsex](/creator/undefined) [@polymarket](/creator/undefined) [@holysmokas](/creator/undefined) [@smartnetworth1](/creator/undefined) [@brianferoldi](/creator/undefined) [@jonhartley](/creator/undefined) [@wsj](/creator/undefined) [@sharkchart](/creator/undefined) [@kyleporterns](/creator/undefined) [@dividenddollar](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@theprofinvestor](/creator/undefined) **Top assets mentioned** [Tempus AI, Inc. (TEM)](/topic/$tem) [AppLovin Corporation (APP)](/topic/$app) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Reddit, Inc. (RDDT)](/topic/$rddt) [UiPath, Inc. (PATH)](/topic/$path) [ZetaChain (ZETA)](/topic/$zeta) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Toast, Inc. (TOST)](/topic/$tost) [Align Technology, Inc. (ALGN)](/topic/$algn) [Day One Biopharmaceuticals, Inc. (DAWN)](/topic/$dawn) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Mario Coin (COIN)](/topic/$coin) [Doximity, Inc. (DOCS)](/topic/$docs) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Intuit Inc. (INTU)](/topic/$intu) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Pinterest, Inc. (PINS)](/topic/$pins) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Coinbase Global Inc. (COIN)](/topic/coinbase) [2131KOBUSHIDE (21)](/topic/$21) [Dash (DASH)](/topic/$dash) [Snap, Inc. (SNAP)](/topic/$snap) [Netflix Inc (NFLX)](/topic/$nflx) [MercadoLibre Inc (MELI)](/topic/$meli) [Novo-Nordisk (NVO)](/topic/$nvo) [aelf (ELF)](/topic/$elf) [Tesla, Inc. (TSLA)](/topic/tesla) [NuCypher (NU)](/topic/$nu) [Shopify Inc (SHOP)](/topic/$shop) [Oscar Health, Inc. (OSCR)](/topic/$oscr) ### Top Social Posts Top posts by engagements in the last [--] hours "@TradingPulseX Clean balance sheet growing EBITDA and now 11x P/S. very attractive" [X Link](https://x.com/ParatereoCap/status/2018393394477781137) 2026-02-02T18:37Z [--] followers, [---] engagements "@Gubloinvestor $TEM" [X Link](https://x.com/ParatereoCap/status/2018441290027843827) 2026-02-02T21:47Z [--] followers, [----] engagements "Thanks for the discounts $DAWN - $11.21 $KRKNF - $5.92 $PATH - $12.12 $ADUR - $12.03 $HROW - $46.85 $ZETA - $17.32 $TEM - $55.52 Buying before close will report back Buying before close will report back" [X Link](https://x.com/ParatereoCap/status/2018790429886751106) 2026-02-03T20:55Z [--] followers, [---] engagements "@Ron_Trades I love these plays" [X Link](https://x.com/ParatereoCap/status/2018809852085309456) 2026-02-03T22:12Z [--] followers, [--] engagements "@Polymarket Isnt it just as logical to buy bonds or a CD at that rate lol" [X Link](https://x.com/ParatereoCap/status/2019245218248421655) 2026-02-05T03:02Z [--] followers, [---] engagements "@HolySmokas Buy companies expanding their TAM are consistent in earnings and have significant MOATS Avoid companies that are debt ridden stagnant in growth and launch initiatives but never follow thru. Quite simple" [X Link](https://x.com/ParatereoCap/status/2019250964340109589) 2026-02-05T03:25Z [--] followers, [---] engagements "@Mr_Derivatives Super Bowl push coming soon too nicely timed catalysts" [X Link](https://x.com/ParatereoCap/status/2019411030909022639) 2026-02-05T14:01Z [--] followers, [---] engagements "@Gubloinvestor $NFLX screaming value no rush tho" [X Link](https://x.com/ParatereoCap/status/2019508606941733357) 2026-02-05T20:29Z [--] followers, [---] engagements "@bespokeinvest Opportunity" [X Link](https://x.com/ParatereoCap/status/2019509922850042005) 2026-02-05T20:34Z [--] followers, [--] engagements "@Smartnetworth1 Everyone is a long term investor when they are down" [X Link](https://x.com/ParatereoCap/status/2019509991128907851) 2026-02-05T20:34Z [--] followers, [--] engagements "@BrianFeroldi But growth coupled with no plan to profit and high debt is a recipe for disaster" [X Link](https://x.com/ParatereoCap/status/2019514334565773596) 2026-02-05T20:51Z [--] followers, [---] engagements "@Jon_Hartley_ @WSJ Will be reading always an interesting topic" [X Link](https://x.com/ParatereoCap/status/2019515603049148599) 2026-02-05T20:56Z [--] followers, [--] engagements "@bespokeinvest Something digital cant be cut in half" [X Link](https://x.com/ParatereoCap/status/2019515803335553482) 2026-02-05T20:57Z [--] followers, [---] engagements "@bespokeinvest @Kalshi What do we think is best for the markets in the short term" [X Link](https://x.com/ParatereoCap/status/2019529097287000390) 2026-02-05T21:50Z [--] followers, [--] engagements "@SharkChart FCF spook and unsure on the cash producing side of all the CAPEX" [X Link](https://x.com/ParatereoCap/status/2019590100959809902) 2026-02-06T01:52Z [--] followers, [--] engagements "$CMG Chipotle Earnings Recap & Thoughts on Stock Thread below:🧵" [X Link](https://x.com/ParatereoCap/status/2019601555398488213) 2026-02-06T02:38Z [--] followers, [----] engagements "$CMG Earnings Call Overview Chipotles [----] outlook signals a strategic reset: management is prioritizing traffic recovery value perception and operating execution over margin preservation. After a difficult [----] marked by four downward comp revisions the company is essentially guiding to a pause year on same-store sales while accelerating unit growth and rolling out its multi-year Recipe for Growth initiatives. Key Takeaways [----] guide calls for flat comps and continued aggressive development (350370 stores [--] % Chipotlane). No revenue margin or EPS targets were offered underscoring" [X Link](https://x.com/ParatereoCap/status/2019601557726040342) 2026-02-06T02:38Z [--] followers, [--] engagements "$CMG Forward-Looking Guidance Historical Guidance vs. Actuals (FY 2024FY 2025) Accuracy & credibility: FY [----] results landed in line with the final guidance issued at 3Q25 (low-single-digit comp decline) but only after four sequential reductions from an initial about flat view in 1Q25. Revision pattern: Feb [----] (4Q24 call) management targeted mid-single-digit comp growth for [----] (implicit via historical run-rate). Jul [----] (2Q25 call) cut to about flat citing May transaction slowdown. Oct [----] (3Q25 call) lowered to low single-digit decline after further step-downs. Bias assessment: Over" [X Link](https://x.com/ParatereoCap/status/2019601560385339851) 2026-02-06T02:38Z [--] followers, [--] engagements "$CMG Weekly & Monthly Chart Weekly - Recently rejected off [-----] at $41.08 Down 44% off July [----] highs Monthly - Rejected off [-----] (very common) attempted to reclaim 50d ma twice but failed https://twitter.com/i/web/status/2019601563262529666 https://twitter.com/i/web/status/2019601563262529666" [X Link](https://x.com/ParatereoCap/status/2019601563262529666) 2026-02-06T02:38Z [--] followers, [---] engagements "$CMG Paratereo Perspective The consumer in me wants to believe in this name. I find myself there pretty often and they have improved in quality/customer experience. The stores are usually busy when I am there and the online order is always packed with orders. Financially this company is a stay away for me. When looking at restaurant businesses I am most interested in 4-wall metrics such as same-store sales growth. $CMG is currently showing a decline/flat growth in this metric meaning their current stores are not thriving and topline revenue growth is coming from new openings. Their copy-paste" [X Link](https://x.com/ParatereoCap/status/2019601565812666835) 2026-02-06T02:38Z [--] followers, [--] engagements "Had multiple people call me yesterday asking about crypto asking for perspective and what I am doing. Below are some of my current thoughts on $ETH and $BTC" [X Link](https://x.com/ParatereoCap/status/2019784176883343831) 2026-02-06T14:44Z [--] followers, [--] engagements "$ETH Weekly & Monthly Charts Weekly - Timeframe (2022 to today). Tried to make an attempt to reclaim the 50d ma this week around $2.5k failed and then tested the [-----]. It is a series of higher highs and higher lows. If $1.7k can hold it will be very attractive. Monthly - Timeframe (2018 to today). Has been staying in this very interesting box. A break to the bottom of the box would not be ideal. https://twitter.com/i/web/status/2019784180108841062 https://twitter.com/i/web/status/2019784180108841062" [X Link](https://x.com/ParatereoCap/status/2019784180108841062) 2026-02-06T14:44Z [--] followers, [--] engagements "$BTC Weekly & Monthly Charts Weekly - Timeframe (2022 to today). Tried to make an attempt to reclaim the 50d ma last month around $100k and failed. Currently retesting 200d ma Monthly - Timeframe (2018 to today). Pretty clean rejection off [--] at $126k and making a quick move to the 50d ma and [-----] level. https://twitter.com/i/web/status/2019784183007027682 https://twitter.com/i/web/status/2019784183007027682" [X Link](https://x.com/ParatereoCap/status/2019784183007027682) 2026-02-06T14:44Z [--] followers, [--] engagements "$ETH & $BTC Paratereo Perspective Transparently I have held both of these assets in various ways for many years. $ETH - I am holding in a wallet for the long term and also own $ETH. I have sold ETF's on brokerage here and there but nothing meaningful $BTC - I have always had two mindsets with Bitcoin: 1) keep BTC for the long term in my wallet with no intention to sell only to add. I stopped adding right before the election last year. 2) I use $IBIT to trade on my brokerage with no issues selling. I sold all of my IBIT over the last [--] months as my targets were hit. Going forward - $ETH - I" [X Link](https://x.com/ParatereoCap/status/2019784185716658401) 2026-02-06T14:44Z [--] followers, [--] engagements "$DOCS Earnings were a mess. Rapid increase of OPEX" [X Link](https://x.com/ParatereoCap/status/2019800153876496866) 2026-02-06T15:47Z [--] followers, [---] engagements "$DOCS these are my favorite reconciliations. The company will spin it as "we actually improved Adj EBITDA margin over the [--] months". Pure comedy" [X Link](https://x.com/ParatereoCap/status/2019800156032430192) 2026-02-06T15:47Z [--] followers, [--] engagements "@themoviedadsc Sadly most people are worried about materialistic things today instead of caring for their/their families wellbeing long term" [X Link](https://x.com/ParatereoCap/status/2019866167062450179) 2026-02-06T20:09Z [--] followers, [----] engagements "$GOOGL Alphabet Google Earnings Recap & Thoughts on Stock Thread below:🧵 Disclosure: Core position of my portfolio" [X Link](https://x.com/ParatereoCap/status/2020167087126131175) 2026-02-07T16:05Z [--] followers, [---] engagements "$GOOGL Google's Earnings Call Overview Latest disclosures outline an aggressive investment cycle driven by AI demand and sustained top-line momentum. While management continues to refrain from issuing explicit revenue or EPS targets the company has provided unusually granular capital-intensity guidance for FY [----] and reiterated confidence in its ability to fund growth internally. Key Takeaways CapEx surge confirmed: Alphabet now projects FY [----] capital expenditures of $175 $185 billion nearly doubling FY [----] spend of $91.4 billion to expand AI compute data centers and Google DeepMind" [X Link](https://x.com/ParatereoCap/status/2020167090334769558) 2026-02-07T16:05Z [--] followers, [--] engagements "Updates on Purchases made this week (Gain/Loss % based on Feb [--] close): $PATH - Avg Price=$12.40 3.9% gain $TEM- Avg Price=$56.16 2.2% decline $POET- Avg Price=$5.78 1.5% gain $KRKNF- Avg Price=$5.73 3.9% gain $ADUR- Avg Price=$12.18 4.8% decline $ZETA- Avg Price=$17.86 5.4% decline $HROW- Avg Price=$46.75 1.2% gain $DAWN- Avg Price=$11.28 1.1% gain $MELI- Avg Price=$2096.87 6% decline $COIN- Avg Price=$187.19 11.8% decline $CLPT- Avg Price=$13.31 1.1% gain https://twitter.com/i/web/status/2020181709229117771 https://twitter.com/i/web/status/2020181709229117771" [X Link](https://x.com/ParatereoCap/status/2020181709229117771) 2026-02-07T17:03Z [--] followers, [---] engagements "$NVO Earnings Recap Thoughts and Stock Chart Novo Nordisk has pivoted to a markedly more cautious outlook for [----] after a turbulent [----] that included three profit warnings and a major restructuring. Management is introducing non-IFRS adjusted metrics to strip out a large 340B rebate provision reversal and other one-offs signaling an emphasis on transparency but also underscoring weaker underlying momentum. Key Takeaways Sharp topline deceleration expected in [----]. Novo Nordisk guides to [---] % to [---] % adjusted sales growth at constant FX and a matching decline in adjusted operating profit a" [X Link](https://x.com/ParatereoCap/status/2020532819911737516) 2026-02-08T16:18Z [--] followers, [---] engagements "$FLUT Taking a hit based on $DKNG not 100% fair but its the game we play. Broke through $129 and now $111 is in play. Honestly interesting here for the long term" [X Link](https://x.com/ParatereoCap/status/2022439917851209883) 2026-02-13T22:37Z [--] followers, [---] engagements "$ELF Earnings Recap Thoughts and Stock Chart Elf continues to post category-leading growth and is again raising its fiscal-year outlook. Net sales guidance is now up [---] bps at the midpoint and adjusted EBITDA guidance is up roughly 8% reflecting sustained market-share gains strong brand momentum and disciplined cost control. Key Takeaways Guidance raised for FY 2026: Net sales now expected to grow 22-23% YoY versus 18-20% previously; adjusted EBITDA outlook lifted to $323-$326 mn from $302-$306 mn. Magnitude of revision: The $46 mn midpoint lift in net-sales guidance and $22 mn increase in" [X Link](https://x.com/ParatereoCap/status/2020592071669678445) 2026-02-08T20:14Z [--] followers, [--] engagements "$ABNB Earnings and Chart Analysis: No position currently Paratereo Perspective - This is a tricky name for me. The Peter Lynch in me says buy as it is the go-to housing booking site for me. Honestly good experiences with all of my bookings. However I am cautious with the stock due to potential legislation changes and the long-term profitability of property owners. - 50/200 WMA at $127 will be the price watch either as support or resistance. If supported the stock has a chance to move to Target [--] of $150 and then Target [--] of $178 - No rush to buy before 50/200 WMA is tested Key financial" [X Link](https://x.com/ParatereoCap/status/2022153622922940741) 2026-02-13T03:39Z [--] followers, [---] engagements "$VPG very small position of mine but interesting business tied to Tesla Optimus. Last time we saw this selling pressure it led to significant gains. $45 is a tricky resistance line and we are getting a retest now. Once converted to support $83 is my next target" [X Link](https://x.com/ParatereoCap/status/2022410871293776086) 2026-02-13T20:41Z [--] followers, [---] engagements "Stocks hitting [--] week lows today thread on support levels $DKNG $TTD $PINS $Z $INTU $BKNG $DPZ $FLUT" [X Link](https://x.com/ParatereoCap/status/2022439896422461518) 2026-02-13T22:37Z [--] followers, [---] engagements "@KylePorterNS Pool guy" [X Link](https://x.com/ParatereoCap/status/2022443816008188333) 2026-02-13T22:52Z [--] followers, [---] engagements "@TalkBirdie2Mee They need to show him but its humor when they show a leaderboard and have him listed in the 60s" [X Link](https://x.com/ParatereoCap/status/2022443262892740612) 2026-02-13T22:50Z [--] followers, [----] engagements "@Mr_Derivatives You know its interesting times when $TLT is making rounds in a positive manner" [X Link](https://x.com/ParatereoCap/status/2022446428484710611) 2026-02-13T23:02Z [--] followers, [---] engagements "Does $HOOD follow the $NU path If so $50 would be the buying spot before a return to an ATH" [X Link](https://x.com/ParatereoCap/status/2021593561892839779) 2026-02-11T14:33Z [--] followers, [--] engagements "Added more $RDDT today" [X Link](https://x.com/ParatereoCap/status/2021701589958889887) 2026-02-11T21:43Z [--] followers, [--] engagements "Adding $APP today seen enough. earnings recap and chart tonight" [X Link](https://x.com/ParatereoCap/status/2021707066675433717) 2026-02-11T22:05Z [--] followers, [---] engagements "Purchases this week so far $RDDT - $139.07 $APP - $457.8 $PATH - $12.97 $KRKNF - $6.04 $TEM- $55.97" [X Link](https://x.com/ParatereoCap/status/2021708375294161099) 2026-02-11T22:10Z [--] followers, [---] engagements "@Dividend_Dollar You buying $TOST pre earnings" [X Link](https://x.com/ParatereoCap/status/2021711356047589843) 2026-02-11T22:22Z [--] followers, [---] engagements "Earnings recap and charts tonight for $APP & $SHOP Earnings recap and charts tomorrow for $NBIS $ABNB $COIN $TOST $RIVN" [X Link](https://x.com/ParatereoCap/status/2021713221225251309) 2026-02-11T22:29Z [--] followers, [---] engagements "@SixSigmaCapital Reddit narrative is strong will take time for market to understand" [X Link](https://x.com/ParatereoCap/status/2021753506114478338) 2026-02-12T01:09Z [--] followers, [---] engagements "$APP Earnings Recap Thoughts and Chart I just rebought $APP ($457) after exiting my position mid-Jan for $612 a share. Paratereo Perspective I love this stock. The growth and profitability are insane/market-leading and supported by a two-year history of conservative forecasts that the company has regularly outperformed. I will be buying around these levels and happily lower. A hold of $464 will confirm support and allow for the next stage of stock appreciation. Great company for the long term ------------------------ Earnings Recap: AppLovin continues to pair hyper-growth with exceptional" [X Link](https://x.com/ParatereoCap/status/2021788572450222562) 2026-02-12T03:28Z [--] followers, [---] engagements "@TheProfInvestor $googl pullback will be generational" [X Link](https://x.com/ParatereoCap/status/2021793811823763916) 2026-02-12T03:49Z [--] followers, [----] engagements "@kylewhitegoat Thats someones whole port and last year they probably told a friend they should launch it as an ETF" [X Link](https://x.com/ParatereoCap/status/2021793994854773079) 2026-02-12T03:50Z [--] followers, [---] engagements "@growthrapidly Lack of preparation for all scenarios. Avg investor freezes and sadly mistakes short-term momentum as more important than underlying business" [X Link](https://x.com/ParatereoCap/status/2021794480823640201) 2026-02-12T03:52Z [--] followers, [---] engagements "Bought more today: $RDDT - $129.6 $APP - $371.81 $NBIS - $84.04 $TEM - $51.32" [X Link](https://x.com/ParatereoCap/status/2022045988463210746) 2026-02-12T20:31Z [--] followers, [---] engagements "@Samuel244b unfortunately i expect more flash crashes. Narrative doesn't change but its a sell first ask questions later market right now" [X Link](https://x.com/ParatereoCap/status/2022419741919629703) 2026-02-13T21:16Z [--] followers, [--] engagements "$ALGN has been impressive today. Also very interesting chart will be sharing more insights tonight" [X Link](https://x.com/ParatereoCap/status/2019512137291559181) 2026-02-05T20:43Z [--] followers, [---] engagements "$ALGN Long-term resistance right around $186 with a nice bounce off the 50d ma post-earnings. A lot to like in the report as well: Key Takeaways: - FY-2026 Outlook: 3-4 % revenue growth mid-single-digit Clear Aligner volume growth GAAP OPM just under [--] % non-GAAP OPM [----] %; CapEx guided to $125-150 M to expand manufacturing and digital capabilities. - Sequential Revision vs. Q3-25: Management has introduced a top-line growth target (3-4 %) and raised expected GAAP operating-margin improvement to +400 bps YoY (prior commentary only pledged +100 bps) while maintaining the non-GAAP OPM +100" [X Link](https://x.com/ParatereoCap/status/2019540370489475545) 2026-02-05T22:35Z [--] followers, [---] engagements "$ALGN Current Forward-Looking Guidance (Fiscal 2026)" [X Link](https://x.com/ParatereoCap/status/2019549453821309363) 2026-02-05T23:11Z [--] followers, [--] engagements "$ALGN analyst median price target is $200" [X Link](https://x.com/ParatereoCap/status/2019549582783562018) 2026-02-05T23:11Z [--] followers, [--] engagements "$OSCR Earnings Recap Thoughts and Chart I have a position here Oscar Health has issued its first full-year [----] outlook as it closes the books on a volatile [----]. Managements latest guidance signals a sharp inflection toward profitability underpinned by disciplined pricing expense leverage and a re-sized market after Medicaid redeterminations. Key Takeaways [----] turns profitable on revenue surge Management guides to $18.7-$19.0 bn revenue and $250-$450 mn earnings from operations implying [--] % top-line growth and a $750 mn swing versus the $396 mn operating loss posted in [----]. Margin reset" [X Link](https://x.com/ParatereoCap/status/2021231956046840006) 2026-02-10T14:37Z [--] followers, [--] engagements "@Kalshi Imagine reading this [--] years ago" [X Link](https://x.com/ParatereoCap/status/2022082861051109512) 2026-02-12T22:58Z [--] followers, [---] engagements "@TedPillows Agreed. Platform of choice for new crypto investors and institutional investors" [X Link](https://x.com/ParatereoCap/status/2022083373230125230) 2026-02-12T23:00Z [--] followers, [---] engagements "$ABNB concerns answered: [--]. Reserve Now Pay Later (RNPL) Cancellation Rates - Management tested RNPL extensively and found that booking lifts outweighed incremental cancellations before launch - Actual performance is tracking tests with only about a [--] ppt increase in absolute cancellation rate (16 % [--] %) and longer booking lead-times [--]. Core Homes Market Maturity - Only [--] % of revenue comes from five countries leaving significant headroom in other markets. - North America once sluggish re-accelerated in 2H [--] and is a growth pillar for [----] [--]. Services & Experiences: Path to Profitability -" [X Link](https://x.com/ParatereoCap/status/2022155869429866689) 2026-02-13T03:48Z [--] followers, [---] engagements "$COIN concerns answered: Competitive pressures from new and legacy entrants 🟢 - Management emphasized share gainsglobal trading volume and market share doubled YoY and are expanding internationally as regulation clarifies - Highlighted durable advantages such as custody scale (12 % of all crypto larger than next four competitors combined) and brand trust Cloud infrastructure vulnerabilities / operational resilience 🟡 - A brief retail & prime outage was acknowledged; it was a technical issue unrelated to trading volume and resolved quickly - Management noted significant platform investments" [X Link](https://x.com/ParatereoCap/status/2022316484953842148) 2026-02-13T14:26Z [--] followers, [---] engagements "$TOST Earnings and Chart Analysis: No position Paratereo Perspective - Bouncing off [---] WMA which is a positive coupled with most volume seen in almost [--] years - My interests are elsewhere right now but those looking to add to $TOST should feel confident adding around [---] WMA Key financial results - [----] recurring gross profit grew 33% while adjusted EBITDA margin expanded to 34% - Added [-----] net locations in [----] ending at [------] - ARR rose 26% to $2 billion and GPV reached $195 billion for [----] - Generated $633 million adjusted EBITDA and $608 million free cash flow in [----] - GAAP" [X Link](https://x.com/ParatereoCap/status/2022319354885419491) 2026-02-13T14:38Z [--] followers, [---] engagements "$TOST concerns answered: Competitive intensity and market-share sustainability 🟢 - Toast now powers [--] % of U.S. SMB & mid-market restaurant locations nearly doubling share in three years and continues to post above-average sales productivity in its ten densest geographiesevidence that win-rates remain strong despite heavier competition - Management highlighted the companys purpose-built vertical platform (software hardware fintech networking) as a durable differentiator versus horizontal competitors - Two-thirds of new demand comes from inbound referrals reinforcing customer advocacy and" [X Link](https://x.com/ParatereoCap/status/2022320674581143565) 2026-02-13T14:43Z [--] followers, [---] engagements "$TLT is not talked about enough in this environment. I understand its been essentially dead for years but I see upside in this name as we approach deflation" [X Link](https://x.com/ParatereoCap/status/2022329827458752637) 2026-02-13T15:19Z [--] followers, [--] engagements "Purchases today: $TMDX - $128.57 $TEM -$51.63 $ZETA - $15.51 $RDDT - $139.04 $APP - $390.28 $ADUR - $10.94 $VPG - $44.33 $NBIS - $97.46" [X Link](https://x.com/ParatereoCap/status/2022415637642084687) 2026-02-13T21:00Z [--] followers, [---] engagements "$DKNG Narrative isn't great legislation is a battle every year competition is rising from prediction markets and institutional ownership declining Watch for support at $21 and $16 if you are looking for an entry" [X Link](https://x.com/ParatereoCap/status/2022439898469277802) 2026-02-13T22:37Z [--] followers, [--] engagements "@Mr_Derivatives Low key grocery monopolies. Local groceries cant compete on price and selection" [X Link](https://x.com/ParatereoCap/status/2022444957139898606) 2026-02-13T22:57Z [--] followers, [--] engagements "@DrunkDividends Tried to position narrative as a growth story hence the sell off. Nothing wrong with a being a slow growing cash cow just dont hide from it" [X Link](https://x.com/ParatereoCap/status/2022446197449928831) 2026-02-13T23:02Z [--] followers, [--] engagements "@Nietschecapital Accumulation zone for both" [X Link](https://x.com/ParatereoCap/status/2021753836164329542) 2026-02-12T01:10Z [--] followers, [---] engagements "@TheValueTrade Were in the accumulation zone right now" [X Link](https://x.com/ParatereoCap/status/2021757004184711266) 2026-02-12T01:23Z [--] followers, [---] engagements "$COIN Earnings and Chart Analysis: I have a position here Paratereo Perspective - Coinbase has been crushed the last couple of months and so have I as an owner. I am not less bullish now as I was before because I do believe in the platform and believe they have an opportunity to expand their offerings - $COIN is currently below its [---] WMA at $169 so in some ways it is on the safer side (Nothing is safe TBH). I anticipate the [---] WMA to be tested soon and then the stock has a chance to move to Target [--] of $245 which sits right under the [--] WMA - I am buyer once a reversal is confirmed Key" [X Link](https://x.com/ParatereoCap/status/2022313922599034892) 2026-02-13T14:16Z [--] followers, [--] engagements "#IPO market rumors are flying. Below are some insights into the last [--] years of IPOs $AMRZ $CRWV $GMS $LINE $VIK $RDDT $RBRK $ARM $KVUE $BIRK $CART $TPG $MBLY $BLTE $BLCO $RIVN $CPNG $DIDIY $RXDX $ABNB $DASH $SNOW $ASO $UBER $LYFT $CRWD $SDC $EQH $VICI $NET $SNAP $ATUS $ROKU $APRN $TWLO $FDC $FIT $SHAK https://twitter.com/i/web/status/2022378314803900859 https://twitter.com/i/web/status/2022378314803900859" [X Link](https://x.com/ParatereoCap/status/2022378314803900859) 2026-02-13T18:32Z [--] followers, [---] engagements "$PINS The result of poor management and lack of innovation. $14 last line of support before going to ATL. $SNAP chart is eerily similar and look where that ended up" [X Link](https://x.com/ParatereoCap/status/2022439903544668562) 2026-02-13T22:37Z [--] followers, [---] engagements "$DPZ great pizza when your desperate. Was unreal in college TBH. Way to much debt here. Support next at $371 and then $335 to follow" [X Link](https://x.com/ParatereoCap/status/2022439914550263984) 2026-02-13T22:37Z [--] followers, [--] engagements "@Kalshi Great state with terrible policies. Hope it turns around long term" [X Link](https://x.com/ParatereoCap/status/2022022056096026864) 2026-02-12T18:56Z [--] followers, [---] engagements "$RIVN Earnings and Chart Analysis: No position currently Paratereo Perspective - Rivian makes awesome cars and I applaud them for continuing to drive innovation while also trying to improve on profitability - $RIVN bounced off the [--] WMA and wedge off earnings but still is hitting resistance at the [-----] fib and [---] WMA. I anticipate there to be a battle around $17 and no reason to rush into this name until converted as support as well as the [---] WMA Key financial results - Q4 revenue was $1.3 billion with consolidated gross profit of $120 million and a [--] % gross margin - Produced [-----] and" [X Link](https://x.com/ParatereoCap/status/2022326268876701984) 2026-02-13T15:05Z [--] followers, [---] engagements "$BABA another opportunity in a great name. Arguably the most undervalued business right now from a valuation perspective but the uncertainty with China semi-warrants this discount. Upside here don't lose sight of long game" [X Link](https://x.com/ParatereoCap/status/2022333743399416230) 2026-02-13T15:35Z [--] followers, [--] engagements "Paratereo Earnings Recaps next week: Tuesday: $MDT $PANW $DVN $NNE $TOL Wednesday: $WING $CVNA $BKNG $DASH $OXY $FIG $EBAY Thursday: $WMT $LMND $DE $OPEN $SFM" [X Link](https://x.com/ParatereoCap/status/2022342389235618121) 2026-02-13T16:09Z [--] followers, [---] engagements "@Kalshi Where they hiding" [X Link](https://x.com/ParatereoCap/status/2022383985750610356) 2026-02-13T18:54Z [--] followers, [---] engagements "@ColesTrades You a buyer of $COST at these levels" [X Link](https://x.com/ParatereoCap/status/2022384291163050068) 2026-02-13T18:56Z [--] followers, [---] engagements "$TTD Full circle moment here for investors. $23 and $21 are levels to watch but this pullback might be over done. $27 was support [--] years ago" [X Link](https://x.com/ParatereoCap/status/2022439900889456859) 2026-02-13T22:37Z [--] followers, [--] engagements "$BKNG Earnings next week but another victim of high volume to the sell side. Based on earnings so far I don't see how this name doesn't get close to the [---] WMA or even further around $3105" [X Link](https://x.com/ParatereoCap/status/2022439911505182968) 2026-02-13T22:37Z [--] followers, [--] engagements "$INTU Software slump has wrecked havoc here. Insane volume last [--] weeks not seen for [--] years in this name. Assuming institutional led this sell it will be hard to meaningful recover in the short term. $352 is next support level and $308 after" [X Link](https://x.com/ParatereoCap/status/2022439908967616756) 2026-02-13T22:37Z [--] followers, [--] engagements "@aleabitoreddit Unfortunately the thrill of quick gains is something the average investor will always look for. I also think $HOOD does a brilliant job of gamifying the stock market which leads to more stories like this. Btw this no fault of $HOOD" [X Link](https://x.com/ParatereoCap/status/2022476925730492638) 2026-02-14T01:04Z [--] followers, 14.5K engagements "@PathOfMen_ unless you are mature enough to leverage 0% APR intro offers" [X Link](https://x.com/ParatereoCap/status/2018399110114509135) 2026-02-02T19:00Z [--] followers, 10.2K engagements "@Ron_Trades $TEM is building in the right direction" [X Link](https://x.com/ParatereoCap/status/2018804907621625938) 2026-02-03T21:52Z [--] followers, [--] engagements "@Ron_Trades Agreed on the pure-tech argument. Love knowing $TEM owns 20% of $PSNL. We can all win together" [X Link](https://x.com/ParatereoCap/status/2018810801159918049) 2026-02-03T22:16Z [--] followers, [--] engagements "@anandchokshi19 Had a co worker who only invested Walmart he sleeps well at night" [X Link](https://x.com/ParatereoCap/status/2018871602554044494) 2026-02-04T02:17Z [--] followers, [--] engagements "@Shan_Specter Choppiness creates opportunity just need to be prepared to enact" [X Link](https://x.com/ParatereoCap/status/2018871879201853832) 2026-02-04T02:18Z [--] followers, [--] engagements "@EliteOptions2 If the thesis remains the same you should be willing to take the risk with holding. The worst thing you can do is hold to get back to even. Thats not a sustainable investment strategy" [X Link](https://x.com/ParatereoCap/status/2018874224501461169) 2026-02-04T02:28Z [--] followers, [---] engagements "@Investinc_Intel New product offerings should accelerate growth beyond what any retail investor believes" [X Link](https://x.com/ParatereoCap/status/2018876235150139525) 2026-02-04T02:36Z [--] followers, [--] engagements "@InvestingCanons Sadly average investor will read this then read a tweet about a company theyve never heard of and full port it" [X Link](https://x.com/ParatereoCap/status/2018876394282090595) 2026-02-04T02:36Z [--] followers, [---] engagements "@StockMarketMcro Continues to trade as if its a BTC treasury. I believe they are positioned in a unique way to expand their product offerings and compete with other exchanges" [X Link](https://x.com/ParatereoCap/status/2018879033757364529) 2026-02-04T02:47Z [--] followers, [--] engagements "@LiebermanAustin Depends on how long you plan on holding" [X Link](https://x.com/ParatereoCap/status/2019048462197903406) 2026-02-04T14:00Z [--] followers, [--] engagements "@dayxtrading Some troubles potentially in the Asian market. Looks like it wants mid $190s" [X Link](https://x.com/ParatereoCap/status/2019093095782990026) 2026-02-04T16:58Z [--] followers, [--] engagements "They went on sale again Bought more today: $TEM - $53.23 $ADUR - $11.58 $PATH - $12.39 $POET - $5.61 $KRKNF - $5.55 Thanks for the discounts $DAWN - $11.21 $KRKNF - $5.92 $PATH - $12.12 $ADUR - $12.03 $HROW - $46.85 $ZETA - $17.32 $TEM - $55.52 Thanks for the discounts $DAWN - $11.21 $KRKNF - $5.92 $PATH - $12.12 $ADUR - $12.03 $HROW - $46.85 $ZETA - $17.32 $TEM - $55.52" [X Link](https://x.com/ParatereoCap/status/2019152477661090165) 2026-02-04T20:53Z [--] followers, [---] engagements "@Kalshi will remove a handful of day traders from the market" [X Link](https://x.com/ParatereoCap/status/2019166450817093728) 2026-02-04T21:49Z [--] followers, [--] engagements "@mikealfred We are so early in this cycle. There will be pain along the way but it's clear there's a highway being built for a new world of growth" [X Link](https://x.com/ParatereoCap/status/2019168057713914010) 2026-02-04T21:55Z [--] followers, [----] engagements "@themotleyfool The gamification of IPOs from Robinhood has led to more retail losses sadly" [X Link](https://x.com/ParatereoCap/status/2019183874727715207) 2026-02-04T22:58Z [--] followers, [---] engagements "@Invst_Informant Average investor will see this and claim that wont be me and inevitably it will be them" [X Link](https://x.com/ParatereoCap/status/2019197889634005241) 2026-02-04T23:54Z [--] followers, [--] engagements "@Mr_Derivatives In the consumer we trust. If my wife is any indication they will do just fine. Theres a permanent box mark on my front porch" [X Link](https://x.com/ParatereoCap/status/2019512601399660694) 2026-02-05T20:44Z [--] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ParatereoCap Paratereo Capital
Paratereo Capital posts on X about $tem, $app, $nbis, kalshi the most. They currently have [--] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -33%
Mentions: [--] #
- [--] Week [--] +23%
Followers: [--] #
- [--] Week [--] +15%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #6058 finance 19.8% technology brands 16.83% cryptocurrencies 14.85% social networks 5.94% exchanges 2.97% automotive brands 1.98% financial services 0.99% countries 0.99%
Social topic influence $tem #36, $app #172, $nbis #228, kalshi #894, $cmg 4.95%, $rddt #79, $krknf 3.96%, $path 3.96%, $adur 3.96%, $zeta 3.96%
Top accounts mentioned or mentioned by @kalshi @mrderivatives @rontrades @bespokeinvest @gubloinvestor @themoviedadsc @talkbirdie2mee @samuel244b @tradingpulsex @polymarket @holysmokas @smartnetworth1 @brianferoldi @jonhartley @wsj @sharkchart @kyleporterns @dividenddollar @sixsigmacapital @theprofinvestor
Top assets mentioned Tempus AI, Inc. (TEM) AppLovin Corporation (APP) Nebius Group N.V. Class A Ordinary Shares (NBIS) Chipotle Mexican Grill, Inc. (CMG) Reddit, Inc. (RDDT) UiPath, Inc. (PATH) ZetaChain (ZETA) Airbnb, Inc. (ABNB) Toast, Inc. (TOST) Align Technology, Inc. (ALGN) Day One Biopharmaceuticals, Inc. (DAWN) Ethereum (ETH) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) DraftKings Inc. Class A Common Stock (DKNG) Booking Holdings Inc (BKNG) Robinhood Markets, Inc. (HOOD) Rivian Automotive, Inc. (RIVN) Mario Coin (COIN) Doximity, Inc. (DOCS) Flutter Entertainment plc (FLUT) Intuit Inc. (INTU) Trade Desk, Inc. (TTD) Pinterest, Inc. (PINS) Domino's Pizza Inc (DPZ) Coinbase Global Inc. (COIN) 2131KOBUSHIDE (21) Dash (DASH) Snap, Inc. (SNAP) Netflix Inc (NFLX) MercadoLibre Inc (MELI) Novo-Nordisk (NVO) aelf (ELF) Tesla, Inc. (TSLA) NuCypher (NU) Shopify Inc (SHOP) Oscar Health, Inc. (OSCR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@TradingPulseX Clean balance sheet growing EBITDA and now 11x P/S. very attractive"
X Link 2026-02-02T18:37Z [--] followers, [---] engagements
"@Gubloinvestor $TEM"
X Link 2026-02-02T21:47Z [--] followers, [----] engagements
"Thanks for the discounts $DAWN - $11.21 $KRKNF - $5.92 $PATH - $12.12 $ADUR - $12.03 $HROW - $46.85 $ZETA - $17.32 $TEM - $55.52 Buying before close will report back Buying before close will report back"
X Link 2026-02-03T20:55Z [--] followers, [---] engagements
"@Ron_Trades I love these plays"
X Link 2026-02-03T22:12Z [--] followers, [--] engagements
"@Polymarket Isnt it just as logical to buy bonds or a CD at that rate lol"
X Link 2026-02-05T03:02Z [--] followers, [---] engagements
"@HolySmokas Buy companies expanding their TAM are consistent in earnings and have significant MOATS Avoid companies that are debt ridden stagnant in growth and launch initiatives but never follow thru. Quite simple"
X Link 2026-02-05T03:25Z [--] followers, [---] engagements
"@Mr_Derivatives Super Bowl push coming soon too nicely timed catalysts"
X Link 2026-02-05T14:01Z [--] followers, [---] engagements
"@Gubloinvestor $NFLX screaming value no rush tho"
X Link 2026-02-05T20:29Z [--] followers, [---] engagements
"@bespokeinvest Opportunity"
X Link 2026-02-05T20:34Z [--] followers, [--] engagements
"@Smartnetworth1 Everyone is a long term investor when they are down"
X Link 2026-02-05T20:34Z [--] followers, [--] engagements
"@BrianFeroldi But growth coupled with no plan to profit and high debt is a recipe for disaster"
X Link 2026-02-05T20:51Z [--] followers, [---] engagements
"@Jon_Hartley_ @WSJ Will be reading always an interesting topic"
X Link 2026-02-05T20:56Z [--] followers, [--] engagements
"@bespokeinvest Something digital cant be cut in half"
X Link 2026-02-05T20:57Z [--] followers, [---] engagements
"@bespokeinvest @Kalshi What do we think is best for the markets in the short term"
X Link 2026-02-05T21:50Z [--] followers, [--] engagements
"@SharkChart FCF spook and unsure on the cash producing side of all the CAPEX"
X Link 2026-02-06T01:52Z [--] followers, [--] engagements
"$CMG Chipotle Earnings Recap & Thoughts on Stock Thread below:🧵"
X Link 2026-02-06T02:38Z [--] followers, [----] engagements
"$CMG Earnings Call Overview Chipotles [----] outlook signals a strategic reset: management is prioritizing traffic recovery value perception and operating execution over margin preservation. After a difficult [----] marked by four downward comp revisions the company is essentially guiding to a pause year on same-store sales while accelerating unit growth and rolling out its multi-year Recipe for Growth initiatives. Key Takeaways [----] guide calls for flat comps and continued aggressive development (350370 stores [--] % Chipotlane). No revenue margin or EPS targets were offered underscoring"
X Link 2026-02-06T02:38Z [--] followers, [--] engagements
"$CMG Forward-Looking Guidance Historical Guidance vs. Actuals (FY 2024FY 2025) Accuracy & credibility: FY [----] results landed in line with the final guidance issued at 3Q25 (low-single-digit comp decline) but only after four sequential reductions from an initial about flat view in 1Q25. Revision pattern: Feb [----] (4Q24 call) management targeted mid-single-digit comp growth for [----] (implicit via historical run-rate). Jul [----] (2Q25 call) cut to about flat citing May transaction slowdown. Oct [----] (3Q25 call) lowered to low single-digit decline after further step-downs. Bias assessment: Over"
X Link 2026-02-06T02:38Z [--] followers, [--] engagements
"$CMG Weekly & Monthly Chart Weekly - Recently rejected off [-----] at $41.08 Down 44% off July [----] highs Monthly - Rejected off [-----] (very common) attempted to reclaim 50d ma twice but failed https://twitter.com/i/web/status/2019601563262529666 https://twitter.com/i/web/status/2019601563262529666"
X Link 2026-02-06T02:38Z [--] followers, [---] engagements
"$CMG Paratereo Perspective The consumer in me wants to believe in this name. I find myself there pretty often and they have improved in quality/customer experience. The stores are usually busy when I am there and the online order is always packed with orders. Financially this company is a stay away for me. When looking at restaurant businesses I am most interested in 4-wall metrics such as same-store sales growth. $CMG is currently showing a decline/flat growth in this metric meaning their current stores are not thriving and topline revenue growth is coming from new openings. Their copy-paste"
X Link 2026-02-06T02:38Z [--] followers, [--] engagements
"Had multiple people call me yesterday asking about crypto asking for perspective and what I am doing. Below are some of my current thoughts on $ETH and $BTC"
X Link 2026-02-06T14:44Z [--] followers, [--] engagements
"$ETH Weekly & Monthly Charts Weekly - Timeframe (2022 to today). Tried to make an attempt to reclaim the 50d ma this week around $2.5k failed and then tested the [-----]. It is a series of higher highs and higher lows. If $1.7k can hold it will be very attractive. Monthly - Timeframe (2018 to today). Has been staying in this very interesting box. A break to the bottom of the box would not be ideal. https://twitter.com/i/web/status/2019784180108841062 https://twitter.com/i/web/status/2019784180108841062"
X Link 2026-02-06T14:44Z [--] followers, [--] engagements
"$BTC Weekly & Monthly Charts Weekly - Timeframe (2022 to today). Tried to make an attempt to reclaim the 50d ma last month around $100k and failed. Currently retesting 200d ma Monthly - Timeframe (2018 to today). Pretty clean rejection off [--] at $126k and making a quick move to the 50d ma and [-----] level. https://twitter.com/i/web/status/2019784183007027682 https://twitter.com/i/web/status/2019784183007027682"
X Link 2026-02-06T14:44Z [--] followers, [--] engagements
"$ETH & $BTC Paratereo Perspective Transparently I have held both of these assets in various ways for many years. $ETH - I am holding in a wallet for the long term and also own $ETH. I have sold ETF's on brokerage here and there but nothing meaningful $BTC - I have always had two mindsets with Bitcoin: 1) keep BTC for the long term in my wallet with no intention to sell only to add. I stopped adding right before the election last year. 2) I use $IBIT to trade on my brokerage with no issues selling. I sold all of my IBIT over the last [--] months as my targets were hit. Going forward - $ETH - I"
X Link 2026-02-06T14:44Z [--] followers, [--] engagements
"$DOCS Earnings were a mess. Rapid increase of OPEX"
X Link 2026-02-06T15:47Z [--] followers, [---] engagements
"$DOCS these are my favorite reconciliations. The company will spin it as "we actually improved Adj EBITDA margin over the [--] months". Pure comedy"
X Link 2026-02-06T15:47Z [--] followers, [--] engagements
"@themoviedadsc Sadly most people are worried about materialistic things today instead of caring for their/their families wellbeing long term"
X Link 2026-02-06T20:09Z [--] followers, [----] engagements
"$GOOGL Alphabet Google Earnings Recap & Thoughts on Stock Thread below:🧵 Disclosure: Core position of my portfolio"
X Link 2026-02-07T16:05Z [--] followers, [---] engagements
"$GOOGL Google's Earnings Call Overview Latest disclosures outline an aggressive investment cycle driven by AI demand and sustained top-line momentum. While management continues to refrain from issuing explicit revenue or EPS targets the company has provided unusually granular capital-intensity guidance for FY [----] and reiterated confidence in its ability to fund growth internally. Key Takeaways CapEx surge confirmed: Alphabet now projects FY [----] capital expenditures of $175 $185 billion nearly doubling FY [----] spend of $91.4 billion to expand AI compute data centers and Google DeepMind"
X Link 2026-02-07T16:05Z [--] followers, [--] engagements
"Updates on Purchases made this week (Gain/Loss % based on Feb [--] close): $PATH - Avg Price=$12.40 3.9% gain $TEM- Avg Price=$56.16 2.2% decline $POET- Avg Price=$5.78 1.5% gain $KRKNF- Avg Price=$5.73 3.9% gain $ADUR- Avg Price=$12.18 4.8% decline $ZETA- Avg Price=$17.86 5.4% decline $HROW- Avg Price=$46.75 1.2% gain $DAWN- Avg Price=$11.28 1.1% gain $MELI- Avg Price=$2096.87 6% decline $COIN- Avg Price=$187.19 11.8% decline $CLPT- Avg Price=$13.31 1.1% gain https://twitter.com/i/web/status/2020181709229117771 https://twitter.com/i/web/status/2020181709229117771"
X Link 2026-02-07T17:03Z [--] followers, [---] engagements
"$NVO Earnings Recap Thoughts and Stock Chart Novo Nordisk has pivoted to a markedly more cautious outlook for [----] after a turbulent [----] that included three profit warnings and a major restructuring. Management is introducing non-IFRS adjusted metrics to strip out a large 340B rebate provision reversal and other one-offs signaling an emphasis on transparency but also underscoring weaker underlying momentum. Key Takeaways Sharp topline deceleration expected in [----]. Novo Nordisk guides to [---] % to [---] % adjusted sales growth at constant FX and a matching decline in adjusted operating profit a"
X Link 2026-02-08T16:18Z [--] followers, [---] engagements
"$FLUT Taking a hit based on $DKNG not 100% fair but its the game we play. Broke through $129 and now $111 is in play. Honestly interesting here for the long term"
X Link 2026-02-13T22:37Z [--] followers, [---] engagements
"$ELF Earnings Recap Thoughts and Stock Chart Elf continues to post category-leading growth and is again raising its fiscal-year outlook. Net sales guidance is now up [---] bps at the midpoint and adjusted EBITDA guidance is up roughly 8% reflecting sustained market-share gains strong brand momentum and disciplined cost control. Key Takeaways Guidance raised for FY 2026: Net sales now expected to grow 22-23% YoY versus 18-20% previously; adjusted EBITDA outlook lifted to $323-$326 mn from $302-$306 mn. Magnitude of revision: The $46 mn midpoint lift in net-sales guidance and $22 mn increase in"
X Link 2026-02-08T20:14Z [--] followers, [--] engagements
"$ABNB Earnings and Chart Analysis: No position currently Paratereo Perspective - This is a tricky name for me. The Peter Lynch in me says buy as it is the go-to housing booking site for me. Honestly good experiences with all of my bookings. However I am cautious with the stock due to potential legislation changes and the long-term profitability of property owners. - 50/200 WMA at $127 will be the price watch either as support or resistance. If supported the stock has a chance to move to Target [--] of $150 and then Target [--] of $178 - No rush to buy before 50/200 WMA is tested Key financial"
X Link 2026-02-13T03:39Z [--] followers, [---] engagements
"$VPG very small position of mine but interesting business tied to Tesla Optimus. Last time we saw this selling pressure it led to significant gains. $45 is a tricky resistance line and we are getting a retest now. Once converted to support $83 is my next target"
X Link 2026-02-13T20:41Z [--] followers, [---] engagements
"Stocks hitting [--] week lows today thread on support levels $DKNG $TTD $PINS $Z $INTU $BKNG $DPZ $FLUT"
X Link 2026-02-13T22:37Z [--] followers, [---] engagements
"@KylePorterNS Pool guy"
X Link 2026-02-13T22:52Z [--] followers, [---] engagements
"@TalkBirdie2Mee They need to show him but its humor when they show a leaderboard and have him listed in the 60s"
X Link 2026-02-13T22:50Z [--] followers, [----] engagements
"@Mr_Derivatives You know its interesting times when $TLT is making rounds in a positive manner"
X Link 2026-02-13T23:02Z [--] followers, [---] engagements
"Does $HOOD follow the $NU path If so $50 would be the buying spot before a return to an ATH"
X Link 2026-02-11T14:33Z [--] followers, [--] engagements
"Added more $RDDT today"
X Link 2026-02-11T21:43Z [--] followers, [--] engagements
"Adding $APP today seen enough. earnings recap and chart tonight"
X Link 2026-02-11T22:05Z [--] followers, [---] engagements
"Purchases this week so far $RDDT - $139.07 $APP - $457.8 $PATH - $12.97 $KRKNF - $6.04 $TEM- $55.97"
X Link 2026-02-11T22:10Z [--] followers, [---] engagements
"@Dividend_Dollar You buying $TOST pre earnings"
X Link 2026-02-11T22:22Z [--] followers, [---] engagements
"Earnings recap and charts tonight for $APP & $SHOP Earnings recap and charts tomorrow for $NBIS $ABNB $COIN $TOST $RIVN"
X Link 2026-02-11T22:29Z [--] followers, [---] engagements
"@SixSigmaCapital Reddit narrative is strong will take time for market to understand"
X Link 2026-02-12T01:09Z [--] followers, [---] engagements
"$APP Earnings Recap Thoughts and Chart I just rebought $APP ($457) after exiting my position mid-Jan for $612 a share. Paratereo Perspective I love this stock. The growth and profitability are insane/market-leading and supported by a two-year history of conservative forecasts that the company has regularly outperformed. I will be buying around these levels and happily lower. A hold of $464 will confirm support and allow for the next stage of stock appreciation. Great company for the long term ------------------------ Earnings Recap: AppLovin continues to pair hyper-growth with exceptional"
X Link 2026-02-12T03:28Z [--] followers, [---] engagements
"@TheProfInvestor $googl pullback will be generational"
X Link 2026-02-12T03:49Z [--] followers, [----] engagements
"@kylewhitegoat Thats someones whole port and last year they probably told a friend they should launch it as an ETF"
X Link 2026-02-12T03:50Z [--] followers, [---] engagements
"@growthrapidly Lack of preparation for all scenarios. Avg investor freezes and sadly mistakes short-term momentum as more important than underlying business"
X Link 2026-02-12T03:52Z [--] followers, [---] engagements
"Bought more today: $RDDT - $129.6 $APP - $371.81 $NBIS - $84.04 $TEM - $51.32"
X Link 2026-02-12T20:31Z [--] followers, [---] engagements
"@Samuel244b unfortunately i expect more flash crashes. Narrative doesn't change but its a sell first ask questions later market right now"
X Link 2026-02-13T21:16Z [--] followers, [--] engagements
"$ALGN has been impressive today. Also very interesting chart will be sharing more insights tonight"
X Link 2026-02-05T20:43Z [--] followers, [---] engagements
"$ALGN Long-term resistance right around $186 with a nice bounce off the 50d ma post-earnings. A lot to like in the report as well: Key Takeaways: - FY-2026 Outlook: 3-4 % revenue growth mid-single-digit Clear Aligner volume growth GAAP OPM just under [--] % non-GAAP OPM [----] %; CapEx guided to $125-150 M to expand manufacturing and digital capabilities. - Sequential Revision vs. Q3-25: Management has introduced a top-line growth target (3-4 %) and raised expected GAAP operating-margin improvement to +400 bps YoY (prior commentary only pledged +100 bps) while maintaining the non-GAAP OPM +100"
X Link 2026-02-05T22:35Z [--] followers, [---] engagements
"$ALGN Current Forward-Looking Guidance (Fiscal 2026)"
X Link 2026-02-05T23:11Z [--] followers, [--] engagements
"$ALGN analyst median price target is $200"
X Link 2026-02-05T23:11Z [--] followers, [--] engagements
"$OSCR Earnings Recap Thoughts and Chart I have a position here Oscar Health has issued its first full-year [----] outlook as it closes the books on a volatile [----]. Managements latest guidance signals a sharp inflection toward profitability underpinned by disciplined pricing expense leverage and a re-sized market after Medicaid redeterminations. Key Takeaways [----] turns profitable on revenue surge Management guides to $18.7-$19.0 bn revenue and $250-$450 mn earnings from operations implying [--] % top-line growth and a $750 mn swing versus the $396 mn operating loss posted in [----]. Margin reset"
X Link 2026-02-10T14:37Z [--] followers, [--] engagements
"@Kalshi Imagine reading this [--] years ago"
X Link 2026-02-12T22:58Z [--] followers, [---] engagements
"@TedPillows Agreed. Platform of choice for new crypto investors and institutional investors"
X Link 2026-02-12T23:00Z [--] followers, [---] engagements
"$ABNB concerns answered: [--]. Reserve Now Pay Later (RNPL) Cancellation Rates - Management tested RNPL extensively and found that booking lifts outweighed incremental cancellations before launch - Actual performance is tracking tests with only about a [--] ppt increase in absolute cancellation rate (16 % [--] %) and longer booking lead-times [--]. Core Homes Market Maturity - Only [--] % of revenue comes from five countries leaving significant headroom in other markets. - North America once sluggish re-accelerated in 2H [--] and is a growth pillar for [----] [--]. Services & Experiences: Path to Profitability -"
X Link 2026-02-13T03:48Z [--] followers, [---] engagements
"$COIN concerns answered: Competitive pressures from new and legacy entrants 🟢 - Management emphasized share gainsglobal trading volume and market share doubled YoY and are expanding internationally as regulation clarifies - Highlighted durable advantages such as custody scale (12 % of all crypto larger than next four competitors combined) and brand trust Cloud infrastructure vulnerabilities / operational resilience 🟡 - A brief retail & prime outage was acknowledged; it was a technical issue unrelated to trading volume and resolved quickly - Management noted significant platform investments"
X Link 2026-02-13T14:26Z [--] followers, [---] engagements
"$TOST Earnings and Chart Analysis: No position Paratereo Perspective - Bouncing off [---] WMA which is a positive coupled with most volume seen in almost [--] years - My interests are elsewhere right now but those looking to add to $TOST should feel confident adding around [---] WMA Key financial results - [----] recurring gross profit grew 33% while adjusted EBITDA margin expanded to 34% - Added [-----] net locations in [----] ending at [------] - ARR rose 26% to $2 billion and GPV reached $195 billion for [----] - Generated $633 million adjusted EBITDA and $608 million free cash flow in [----] - GAAP"
X Link 2026-02-13T14:38Z [--] followers, [---] engagements
"$TOST concerns answered: Competitive intensity and market-share sustainability 🟢 - Toast now powers [--] % of U.S. SMB & mid-market restaurant locations nearly doubling share in three years and continues to post above-average sales productivity in its ten densest geographiesevidence that win-rates remain strong despite heavier competition - Management highlighted the companys purpose-built vertical platform (software hardware fintech networking) as a durable differentiator versus horizontal competitors - Two-thirds of new demand comes from inbound referrals reinforcing customer advocacy and"
X Link 2026-02-13T14:43Z [--] followers, [---] engagements
"$TLT is not talked about enough in this environment. I understand its been essentially dead for years but I see upside in this name as we approach deflation"
X Link 2026-02-13T15:19Z [--] followers, [--] engagements
"Purchases today: $TMDX - $128.57 $TEM -$51.63 $ZETA - $15.51 $RDDT - $139.04 $APP - $390.28 $ADUR - $10.94 $VPG - $44.33 $NBIS - $97.46"
X Link 2026-02-13T21:00Z [--] followers, [---] engagements
"$DKNG Narrative isn't great legislation is a battle every year competition is rising from prediction markets and institutional ownership declining Watch for support at $21 and $16 if you are looking for an entry"
X Link 2026-02-13T22:37Z [--] followers, [--] engagements
"@Mr_Derivatives Low key grocery monopolies. Local groceries cant compete on price and selection"
X Link 2026-02-13T22:57Z [--] followers, [--] engagements
"@DrunkDividends Tried to position narrative as a growth story hence the sell off. Nothing wrong with a being a slow growing cash cow just dont hide from it"
X Link 2026-02-13T23:02Z [--] followers, [--] engagements
"@Nietschecapital Accumulation zone for both"
X Link 2026-02-12T01:10Z [--] followers, [---] engagements
"@TheValueTrade Were in the accumulation zone right now"
X Link 2026-02-12T01:23Z [--] followers, [---] engagements
"$COIN Earnings and Chart Analysis: I have a position here Paratereo Perspective - Coinbase has been crushed the last couple of months and so have I as an owner. I am not less bullish now as I was before because I do believe in the platform and believe they have an opportunity to expand their offerings - $COIN is currently below its [---] WMA at $169 so in some ways it is on the safer side (Nothing is safe TBH). I anticipate the [---] WMA to be tested soon and then the stock has a chance to move to Target [--] of $245 which sits right under the [--] WMA - I am buyer once a reversal is confirmed Key"
X Link 2026-02-13T14:16Z [--] followers, [--] engagements
"#IPO market rumors are flying. Below are some insights into the last [--] years of IPOs $AMRZ $CRWV $GMS $LINE $VIK $RDDT $RBRK $ARM $KVUE $BIRK $CART $TPG $MBLY $BLTE $BLCO $RIVN $CPNG $DIDIY $RXDX $ABNB $DASH $SNOW $ASO $UBER $LYFT $CRWD $SDC $EQH $VICI $NET $SNAP $ATUS $ROKU $APRN $TWLO $FDC $FIT $SHAK https://twitter.com/i/web/status/2022378314803900859 https://twitter.com/i/web/status/2022378314803900859"
X Link 2026-02-13T18:32Z [--] followers, [---] engagements
"$PINS The result of poor management and lack of innovation. $14 last line of support before going to ATL. $SNAP chart is eerily similar and look where that ended up"
X Link 2026-02-13T22:37Z [--] followers, [---] engagements
"$DPZ great pizza when your desperate. Was unreal in college TBH. Way to much debt here. Support next at $371 and then $335 to follow"
X Link 2026-02-13T22:37Z [--] followers, [--] engagements
"@Kalshi Great state with terrible policies. Hope it turns around long term"
X Link 2026-02-12T18:56Z [--] followers, [---] engagements
"$RIVN Earnings and Chart Analysis: No position currently Paratereo Perspective - Rivian makes awesome cars and I applaud them for continuing to drive innovation while also trying to improve on profitability - $RIVN bounced off the [--] WMA and wedge off earnings but still is hitting resistance at the [-----] fib and [---] WMA. I anticipate there to be a battle around $17 and no reason to rush into this name until converted as support as well as the [---] WMA Key financial results - Q4 revenue was $1.3 billion with consolidated gross profit of $120 million and a [--] % gross margin - Produced [-----] and"
X Link 2026-02-13T15:05Z [--] followers, [---] engagements
"$BABA another opportunity in a great name. Arguably the most undervalued business right now from a valuation perspective but the uncertainty with China semi-warrants this discount. Upside here don't lose sight of long game"
X Link 2026-02-13T15:35Z [--] followers, [--] engagements
"Paratereo Earnings Recaps next week: Tuesday: $MDT $PANW $DVN $NNE $TOL Wednesday: $WING $CVNA $BKNG $DASH $OXY $FIG $EBAY Thursday: $WMT $LMND $DE $OPEN $SFM"
X Link 2026-02-13T16:09Z [--] followers, [---] engagements
"@Kalshi Where they hiding"
X Link 2026-02-13T18:54Z [--] followers, [---] engagements
"@ColesTrades You a buyer of $COST at these levels"
X Link 2026-02-13T18:56Z [--] followers, [---] engagements
"$TTD Full circle moment here for investors. $23 and $21 are levels to watch but this pullback might be over done. $27 was support [--] years ago"
X Link 2026-02-13T22:37Z [--] followers, [--] engagements
"$BKNG Earnings next week but another victim of high volume to the sell side. Based on earnings so far I don't see how this name doesn't get close to the [---] WMA or even further around $3105"
X Link 2026-02-13T22:37Z [--] followers, [--] engagements
"$INTU Software slump has wrecked havoc here. Insane volume last [--] weeks not seen for [--] years in this name. Assuming institutional led this sell it will be hard to meaningful recover in the short term. $352 is next support level and $308 after"
X Link 2026-02-13T22:37Z [--] followers, [--] engagements
"@aleabitoreddit Unfortunately the thrill of quick gains is something the average investor will always look for. I also think $HOOD does a brilliant job of gamifying the stock market which leads to more stories like this. Btw this no fault of $HOOD"
X Link 2026-02-14T01:04Z [--] followers, 14.5K engagements
"@PathOfMen_ unless you are mature enough to leverage 0% APR intro offers"
X Link 2026-02-02T19:00Z [--] followers, 10.2K engagements
"@Ron_Trades $TEM is building in the right direction"
X Link 2026-02-03T21:52Z [--] followers, [--] engagements
"@Ron_Trades Agreed on the pure-tech argument. Love knowing $TEM owns 20% of $PSNL. We can all win together"
X Link 2026-02-03T22:16Z [--] followers, [--] engagements
"@anandchokshi19 Had a co worker who only invested Walmart he sleeps well at night"
X Link 2026-02-04T02:17Z [--] followers, [--] engagements
"@Shan_Specter Choppiness creates opportunity just need to be prepared to enact"
X Link 2026-02-04T02:18Z [--] followers, [--] engagements
"@EliteOptions2 If the thesis remains the same you should be willing to take the risk with holding. The worst thing you can do is hold to get back to even. Thats not a sustainable investment strategy"
X Link 2026-02-04T02:28Z [--] followers, [---] engagements
"@Investinc_Intel New product offerings should accelerate growth beyond what any retail investor believes"
X Link 2026-02-04T02:36Z [--] followers, [--] engagements
"@InvestingCanons Sadly average investor will read this then read a tweet about a company theyve never heard of and full port it"
X Link 2026-02-04T02:36Z [--] followers, [---] engagements
"@StockMarketMcro Continues to trade as if its a BTC treasury. I believe they are positioned in a unique way to expand their product offerings and compete with other exchanges"
X Link 2026-02-04T02:47Z [--] followers, [--] engagements
"@LiebermanAustin Depends on how long you plan on holding"
X Link 2026-02-04T14:00Z [--] followers, [--] engagements
"@dayxtrading Some troubles potentially in the Asian market. Looks like it wants mid $190s"
X Link 2026-02-04T16:58Z [--] followers, [--] engagements
"They went on sale again Bought more today: $TEM - $53.23 $ADUR - $11.58 $PATH - $12.39 $POET - $5.61 $KRKNF - $5.55 Thanks for the discounts $DAWN - $11.21 $KRKNF - $5.92 $PATH - $12.12 $ADUR - $12.03 $HROW - $46.85 $ZETA - $17.32 $TEM - $55.52 Thanks for the discounts $DAWN - $11.21 $KRKNF - $5.92 $PATH - $12.12 $ADUR - $12.03 $HROW - $46.85 $ZETA - $17.32 $TEM - $55.52"
X Link 2026-02-04T20:53Z [--] followers, [---] engagements
"@Kalshi will remove a handful of day traders from the market"
X Link 2026-02-04T21:49Z [--] followers, [--] engagements
"@mikealfred We are so early in this cycle. There will be pain along the way but it's clear there's a highway being built for a new world of growth"
X Link 2026-02-04T21:55Z [--] followers, [----] engagements
"@themotleyfool The gamification of IPOs from Robinhood has led to more retail losses sadly"
X Link 2026-02-04T22:58Z [--] followers, [---] engagements
"@Invst_Informant Average investor will see this and claim that wont be me and inevitably it will be them"
X Link 2026-02-04T23:54Z [--] followers, [--] engagements
"@Mr_Derivatives In the consumer we trust. If my wife is any indication they will do just fine. Theres a permanent box mark on my front porch"
X Link 2026-02-05T20:44Z [--] followers, [---] engagements
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