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# ![@PythiaR Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1136680950769651712.png) @PythiaR Pythia Cap: Vertical Market Sycophant

Pythia Capital is reportedly in talks with the US government for a $10m investment in quantum computing. According to Pythia Capital's chief oracle, Pythia, a constructive dialogue has been opened with the administration. The investment is currently pending, with the president yet to return multiple voicemails.

### Engagements: XXXXXX [#](/creator/twitter::1136680950769651712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +17%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1136680950769651712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +9.90%
- X Months XXXXX +65%
- X Year XXXXX +34%

### Followers: XXXXXX [#](/creator/twitter::1136680950769651712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:followers.svg)

- X Week XXXXXX +0.18%
- X Month XXXXXX +0.92%
- X Months XXXXXX +7.30%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::1136680950769651712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1136680950769651712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3609 [technology brands](/list/technology-brands)  XX% [finance](/list/finance)  #6086 [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [products](/list/products)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$csuto](/topic/$csuto) #7, [asml](/topic/asml) #37, [ai](/topic/ai) 6.67%, [$enrde](/topic/$enrde) #1, [$asml](/topic/$asml) #16, [$gev](/topic/$gev) 4.17%, [business](/topic/business) 2.5%, [$tsm](/topic/$tsm) #110, [bullish](/topic/bullish) #1033, [$snps](/topic/$snps) #99

**Top accounts mentioned or mentioned by**
[@jerrycap](/creator/undefined) [@tidefallcapital](/creator/undefined) [@evrgn11112231](/creator/undefined) [@southernvalue95](/creator/undefined) [@0xmerridew](/creator/undefined) [@tmtlongshort](/creator/undefined) [@patrick7257](/creator/undefined) [@taobanker](/creator/undefined) [@corleonecapital](/creator/undefined) [@thelapurchaser](/creator/undefined) [@tbu12345678](/creator/undefined) [@realcorycortez](/creator/undefined) [@jwithing](/creator/undefined) [@nw3](/creator/undefined) [@benbstwits](/creator/undefined) [@welfarecapllc](/creator/undefined) [@inglouriouscap](/creator/undefined) [@redagainagain](/creator/undefined) [@fundiescapital](/creator/undefined) [@nocapcapital5](/creator/undefined)

**Top assets mentioned**
[GE Vernova Inc. (GEV)](/topic/$gev) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Synopsys, Inc. (SNPS)](/topic/$snps) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Waste Connections, Inc. (WCN)](/topic/$wcn) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Repligen, Corp. (RGEN)](/topic/$rgen) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Goldman Sachs (GS)](/topic/goldman-sachs) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Whirlpool Corporation (WHR)](/topic/$whr) [Metadium (META)](/topic/$meta) [Intel Corporation (INTC)](/topic/$intc) [Spotify Technology (SPOT)](/topic/$spot) [Fiserv, Inc. (FI)](/topic/$fi) [Arcblock (ABT)](/topic/$abt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Zoetis Inc (ZTS)](/topic/$zts) [Elcoin (EL)](/topic/$el) [Iagon (IAG)](/topic/$iag) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra)
### Top Social Posts
Top posts by engagements in the last XX hours

"$WCN also down on news we dont need compounders anymore just buy $NVDA"  
[X Link](https://x.com/PythiaR/status/1983548674505662533)  2025-10-29T14:57Z 65.9K followers, 7792 engagements


"If you like fantasy have The Will of the Many & The Strength of the Few are X of the best fantasy novels Ive read in years. Also adored Red Rising series"  
[X Link](https://x.com/PythiaR/status/1995930620682551725)  2025-12-02T18:58Z 65.9K followers, 7408 engagements


"Handy matrix for is your SaaS shitco fucked"  
[X Link](https://x.com/PythiaR/status/1996637984960184658)  2025-12-04T17:49Z 65.9K followers, 2945 engagements


"Really interesting finding: XX% of devs felt more productive with AI tools but actual software throughput declined and stability dropped. Cc $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1996636555491025090)  2025-12-04T17:43Z 65.8K followers, 28.2K engagements


"The massive consensus flip in like 4-5 months on $ASML has been one of the funnier things to witness and ride in my investing career"  
[X Link](https://x.com/PythiaR/status/1998017742310453593)  2025-12-08T13:12Z 65.9K followers, 18.6K engagements


"@evrgn11112231 @JerryCap In mid 2024"  
[X Link](https://x.com/PythiaR/status/1998165068559589631)  2025-12-08T22:57Z 65.9K followers, XXX engagements


"One XX% down day and some of the most hilarious $TDG bear takes emerge"  
[X Link](https://x.com/PythiaR/status/1953095479220421048)  2025-08-06T14:07Z 65.8K followers, 9950 engagements


"$GEV LTSAs repricing 50-100% higher both in renewals and new business (and new biz has higher LTSA attach rates). $ENR.DE not talking openly about it but you can triangulate the same dynamic: new biz is really an interesting business to do repricing of the old book (10+ year renewal cycle) is a very gradual lets say increase"  
[X Link](https://x.com/PythiaR/status/1968788215328031213)  2025-09-18T21:24Z 65.9K followers, 5800 engagements


"Gonna need a lot of turbines $GEV $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1972681211827900515)  2025-09-29T15:13Z 65.9K followers, 24K engagements


"If Buffett is ticking the bottom of global chems $IMCD is an interesting long. Thing is the bottom might last X years. Which works for Buffett but LPs dont have that much patience"  
[X Link](https://x.com/PythiaR/status/1973728600651374595)  2025-10-02T12:35Z 65.8K followers, 10.9K engagements


"Gonna need a lot more turbines $GEV $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1976275102514999546)  2025-10-09T13:14Z 65.9K followers, 5757 engagements


"$VRT order book strength in EU probably bodes well for the more EU focused $ENR.DE"  
[X Link](https://x.com/PythiaR/status/1981034779392053400)  2025-10-22T16:27Z 65.9K followers, 3434 engagements


"FWIW street estimates are not reliable for $CSU.TO and you probably shouldnt use them unless youre going to go in an audit how they actually calculated their metrics (eg removing TSS liability minority interests yada yada)"  
[X Link](https://x.com/PythiaR/status/1987153158783840341)  2025-11-08T13:40Z 65.8K followers, 13.8K engagements


"@blondesnmoney Like 2x spot price earnings"  
[X Link](https://x.com/PythiaR/status/1987911811912626408)  2025-11-10T15:54Z 65.7K followers, 6645 engagements


"8% intraday decline in everyones favorite compounder on results where everyone has calculated their own FCF their own dollar amount of deployment their own valuation their own organic growth rate because nobody really knows whats going on. $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1987944522291310888)  2025-11-10T18:04Z 65.7K followers, 58.4K engagements


"@UpslopeCapital @JerryCap Valeant GE Tyco 10/10 rollups agree: CSU shareholders are fucked"  
[X Link](https://x.com/PythiaR/status/1987997894172176709)  2025-11-10T21:36Z 65.8K followers, XXX engagements


"@TidefallCapital And CSU stock down"  
[X Link](https://x.com/PythiaR/status/1989046418154410227)  2025-11-13T19:03Z 65.7K followers, 1709 engagements


"Whats his $WHR angle Tariff reversal Long against a heavier short"  
[X Link](https://x.com/PythiaR/status/1989164311865094226)  2025-11-14T02:51Z 65.8K followers, 16K engagements


"$ENR.DE $GEV"  
[X Link](https://x.com/PythiaR/status/1989437548461264988)  2025-11-14T20:57Z 65.9K followers, 10.2K engagements


"@DeepSailCapital $CSU.TO for reasons that have been pretty extensively chronicled on Twitter"  
[X Link](https://x.com/PythiaR/status/1990568814187339878)  2025-11-17T23:52Z 65.7K followers, 6756 engagements


"@taobanker $CSU.TO at low 20s forward sir"  
[X Link](https://x.com/PythiaR/status/1991181376440398271)  2025-11-19T16:26Z 65.7K followers, 1570 engagements


"@FLinvestor_ Constellation software ASML"  
[X Link](https://x.com/PythiaR/status/1991599429699400021)  2025-11-20T20:08Z 65.8K followers, 2905 engagements


"When you talk about replacing enterprise software youre talking about replacing processes. And good luck with that. $CSU.TO"  
[X Link](https://x.com/PythiaR/status/1991690496943747546)  2025-11-21T02:09Z 65.7K followers, 9835 engagements


"Short OAI proxies (long $META = short OAI) Long $GOOG proxies Long momentum healthcare (flows out of AI)"  
[X Link](https://x.com/PythiaR/status/1993338713158697293)  2025-11-25T15:19Z 65.7K followers, 13.7K engagements


"@evrgn11112231 @buccocapital Ya learned my lesson buying $CSU.TO on the way down and now I only buy when theyve stopped going down. Was a bit late on this one took me a few days to get around to refreshing on it. Sold it last the day Zuck changed the name to Meta 😂"  
[X Link](https://x.com/PythiaR/status/1993339221852180572)  2025-11-25T15:21Z 65.7K followers, 1858 engagements


"This is how strong Canadian capital markets are. Without the Americans one of the largest TSX constituents traded less than $10m of volume & hasnt had a trade in hours"  
[X Link](https://x.com/PythiaR/status/1994077134852379025)  2025-11-27T16:13Z 65.8K followers, 160.5K engagements


"$INTC goes up XX% and suddenly $TSM is about to lose process leadership just like how when $ASML was at $XXX the Chinese were XX minutes away from cracking EUV"  
[X Link](https://x.com/PythiaR/status/1994585096914162162)  2025-11-29T01:51Z 65.8K followers, 22.8K engagements


"Alright so we sell $ASML in 2027. JPM now XXXX% above street for revenues and XX% above street for EPS"  
[X Link](https://x.com/PythiaR/status/1995516972780703964)  2025-12-01T15:34Z 65.8K followers, 5968 engagements


"$ENR.DE relatively cheap"  
[X Link](https://x.com/PythiaR/status/1995912880332632293)  2025-12-02T17:48Z 65.9K followers, 10.2K engagements


"Buy its so over sell were so back - Warren Buffett - Pythia Capital"  
[X Link](https://x.com/PythiaR/status/1996586395348111841)  2025-12-04T14:24Z 65.8K followers, 3730 engagements


"So what i struggle with is Spotify recommendation engine is better discovery of new material by artists I like is easier announcements of concerts near me is better podcasts + music in a single app. But man is the audio quality so much better on Apple esp with AirPods"  
[X Link](https://x.com/PythiaR/status/1996717510402748531)  2025-12-04T23:05Z 65.8K followers, 8402 engagements


"Would be extremely bullish for $TSM and $ASML"  
[X Link](https://x.com/PythiaR/status/1996985140577464672)  2025-12-05T16:48Z 65.8K followers, 23K engagements


"Okay so I guess were paying 27x earnings for engineering services rollups. $STN.TO $WSP.TO Weak form rollup: Scale moat isnt super strong not huge synergies from M&A yes big TAM w/geographic upside for $STN.TO who just entered Europe but like feels rich for a biz with basically no real competitive advantages"  
[X Link](https://x.com/PythiaR/status/1929616676901081151)  2025-06-02T19:10Z 65.8K followers, 4771 engagements


"$WCN quarters are usually super boring so the only thing really notable is they bought back X% of the company this quarter. Core price deceleration well telegraphed and volume shedding running ahead of normal because of the torrid pace of m&a"  
[X Link](https://x.com/PythiaR/status/1980788432227147937)  2025-10-22T00:08Z 65.9K followers, 8664 engagements


"$CSU.TO down on news that Mark Miller is going to come out and say Mark Leonard was also just juicing numbers with short-term initiatives which placed too much emphasis on in quarter performance to hit street #s before he jumped ship to be Minister of Grave Digging"  
[X Link](https://x.com/PythiaR/status/1983547815524737263)  2025-10-29T14:53Z 65.8K followers, 57.3K engagements


"Wait so $CSU.To is an AI play"  
[X Link](https://x.com/PythiaR/status/1991515242640404495)  2025-11-20T14:33Z 65.8K followers, 5246 engagements


"$RGEN on the significant opportunity for them in emerging biosimilars. Note $ABT has been fairly vocal about a significant portfolio of biosimilars upcoming in their EPD business"  
[X Link](https://x.com/PythiaR/status/1994578837469106232)  2025-11-29T01:27Z 65.8K followers, 4716 engagements


"Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US)"  
[X Link](https://x.com/PythiaR/status/1995888766771495052)  2025-12-02T16:12Z 65.9K followers, 14.8K engagements


"Hm they must have typed $XXX wrong again"  
[X Link](https://x.com/PythiaR/status/1998257303628234796)  2025-12-09T05:04Z 65.9K followers, 9015 engagements


"What happened to $ZTS and $EL is a reminder why we dont pay 50x+ earnings for HSD/LDD eps compounders"  
[X Link](https://x.com/PythiaR/status/1852325398300037227)  2024-11-01T12:22Z 65.9K followers, 89.4K engagements


"Port after todays fun: $CLPT XX% $CSU.TO XX% $ASML XX% $RPID XX% $TDG X% $IAG calls of various strikes X% $RGEN X% $TSM XXX% $SNPS XXX% $SMNEY 2%"  
[X Link](https://x.com/PythiaR/status/1970953042372751494)  2025-09-24T20:46Z 65.8K followers, 15.9K engagements


"Crazy commentary on the $CSU.TO call. Cant believe they just said that 🚀🚀🚀☠☠☠"  
[X Link](https://x.com/PythiaR/status/1986926566870589637)  2025-11-07T22:39Z 65.9K followers, 27K engagements


"TIL the CN tower was more audacious than a transcontinental railway or the Avro Arrow or Bruce Power or"  
[X Link](https://x.com/PythiaR/status/1994063251588702418)  2025-11-27T15:18Z 65.9K followers, 10.8K engagements


"DB on China Anti-Involution policies. 1) maybe time to start sniffing around chems $IMCD 2) the irony of China trying to find top down solutions to a problem caused by their top down solutions (rather than just letting markets function) is endlessly amusing"  
[X Link](https://x.com/PythiaR/status/1995561931932106975)  2025-12-01T18:33Z 65.8K followers, 6023 engagements


"I find it funny everyone so worried about $ASML China risk as if every other semicap isnt exponentially easier for China to replace"  
[X Link](https://x.com/PythiaR/status/1997895326800462178)  2025-12-08T05:05Z 65.8K followers, 18.5K engagements


"On a relative basis 1-2x multiple spread feels too narrow for $COST & $WMT (ie $cost should trade at a reasonable premium IMO)"  
[X Link](https://x.com/PythiaR/status/1998043601692197269)  2025-12-08T14:54Z 65.9K followers, 2424 engagements


"Any good resources on the SpaceX supply chain"  
[X Link](https://x.com/PythiaR/status/1998483354497462593)  2025-12-09T20:02Z 65.9K followers, 6066 engagements


"BMO thoughts on $CSU.TO & AI"  
[X Link](https://x.com/PythiaR/status/1987712836144074921)  2025-11-10T02:44Z 65.9K followers, 45K engagements


"These $CSU.TO opens are absolutely brutal. $XXX bid ask spreads X% swings"  
[X Link](https://x.com/PythiaR/status/1987892043344191994)  2025-11-10T14:36Z 65.8K followers, 9920 engagements


"$TSLA and $CSU.TO are on opposite ends of the spectrum in a lot of ways. But they both have generally retarded shareholder bases populated by a few geniuses"  
[X Link](https://x.com/PythiaR/status/1987911675014762508)  2025-11-10T15:54Z 65.8K followers, 10.2K engagements


"$TWST air pocket will turn to growth in the future. NGS biz ex the large customer will be 20%+ growth exiting the year vs guide for low teens. And what do with accelerating toplines"  
[X Link](https://x.com/PythiaR/status/1990873317046432182)  2025-11-18T20:02Z 65.9K followers, 7812 engagements


"I really don't want to jinx it but there's a stock that's had it's largest drawdown ever and it looks like it's stabilizing"  
[X Link](https://x.com/PythiaR/status/1991885850498703757)  2025-11-21T15:06Z 65.8K followers, 51.6K engagements


"$GOOG has come to the conclusion the only viable option for their AI & biology aspirations is $TWST"  
[X Link](https://x.com/PythiaR/status/1993323111513833909)  2025-11-25T14:17Z 65.8K followers, 16.5K engagements


"People used to hand draw logic gate designs to make semiconductors and cut and paste literally cut and paste with scissors and tape parts of the design to change them before $SNPS & $CDNS came along and digitized it. And they faced much the same critique: oh how can a computer be as good as a guy with XX years experience designing semiconductors. And now they do all of it"  
[X Link](https://x.com/PythiaR/status/1994402994134405502)  2025-11-28T13:48Z 65.8K followers, 24.2K engagements


"This is the $TWST $PSNL $GRAL $NTRA etc. thesis or part of it anyways"  
[X Link](https://x.com/PythiaR/status/1994881383815418266)  2025-11-29T21:29Z 65.8K followers, 28.4K engagements


"Another point $CSU.TO has made SaaS is subject to TCO constraints. Cost to dev is one side of it cost to *maintain* is another and one thats overlooked"  
[X Link](https://x.com/PythiaR/status/1996639583002677377)  2025-12-04T17:55Z 65.8K followers, 4032 engagements


"Dubai chocolate is chocolate slop. Mid AF"  
[X Link](https://x.com/PythiaR/status/1997059043618144430)  2025-12-05T21:42Z 65.9K followers, 11.9K engagements


"@JerryCap The age old situation (and probably whats happening to $CSU.TO now) of stock down cuz estimates too high + it was expensive turning into everyone backfilling every bear case known to man and declaring it uninvestable simply because its down"  
[X Link](https://x.com/PythiaR/status/1998022815682097339)  2025-12-08T13:32Z 65.9K followers, 2322 engagements


"@SouthernValue95 Less so what Im saying is its inconsistent to freak out about $ASML substitution without being more freaked out about other semicap which was not what was happening about X months ago"  
[X Link](https://x.com/PythiaR/status/1998037284458016865)  2025-12-08T14:29Z 65.8K followers, XXX engagements


"@NoCapCapital5 @SouthernValue95 That was not at all the sense I was getting. ASML was extremely hated relatively and absolutely"  
[X Link](https://x.com/PythiaR/status/1998040589653430571)  2025-12-08T14:42Z 65.9K followers, XXX engagements


"Solid waste companies cheapest relative to S&P in over a decade and cheapest to equal weight S&P + broader industrials since 2021"  
[X Link](https://x.com/PythiaR/status/1998125370202321287)  2025-12-08T20:19Z 65.9K followers, 37.3K engagements


"Everyone got cute trying to short Canadas real estate market by shorting the banks when they could have just shorted Canadian real estate. $CAR.UT $RY"  
[X Link](https://x.com/PythiaR/status/1998481649663656360)  2025-12-09T19:55Z 65.9K followers, 5605 engagements


"$ENR.DE is also massively sandbagging. Not as well positioned as $GEV but the multiple disparity is too big and will close esp as the Europeans wake up. X% position for me"  
[X Link](https://x.com/PythiaR/status/1998511363455627455)  2025-12-09T21:53Z 65.9K followers, 26.8K engagements


"$SNPS $XXX again"  
[X Link](https://x.com/PythiaR/status/1986454370612093409)  2025-11-06T15:23Z 65.9K followers, 5233 engagements


"@SouthernValue95 Ya not saying this is necessarily real rather order of operations: whats going to be disrupted by China first Etch/dep or litho Pretty sure its the former not the latter"  
[X Link](https://x.com/PythiaR/status/1998035928103952658)  2025-12-08T14:24Z 65.9K followers, XXX engagements


"Especially at endowment scale. Allocating $1b is a lot easier than $50b. Also depends on the area lots of markets have a lot more dispersion in them than public equities and are IMO easier to allocate to if youre good at picking up on what matters/why managers win. Like I have found picking Canadian HY managers relatively easy but its not a big market and mostly the game is dont do stupid shit and once every X years have a giant year or two. Public equities are just brutally hard as an allocator and i do understand the appeal of like indexing + satellite allocations to pods for alpha"  
[X Link](https://x.com/PythiaR/status/1998564967809798244)  2025-12-10T01:26Z 65.9K followers, XXX engagements


"Gonna go out on a limb and say from a $1.5t starting valuation X year forward IRR on SpaceX will be the same as the X year IRR on Tesla from November 5th 2021 to today"  
[X Link](https://x.com/PythiaR/status/1998597666612326592)  2025-12-10T03:36Z 65.9K followers, 6616 engagements