#  @SayNoToTrading Say No To Trading The investor is actively buying and selling various stocks, including Watsco ($wso), Roper Technologies ($rop), and Chemed ($che), while sharing their thoughts on earnings reports and company performances. They also expressed interest in stocks like Marriott ($mar), Copart ($cprt), and Paychex ($payx), and shared concerns about certain companies like Cava ($cava) and Sprouts Farmers Market ($sfm). The investor is rotating out of some holdings, such as Fiserv ($fi), and into others, like CSW Industrials ($csw). ### Engagements: [------] [#](/creator/twitter::1880059139419959296/interactions)  - [--] Week [-------] -34% - [--] Month [---------] +6.90% - [--] Months [----------] +85% - [--] Year [----------] +36,292% ### Mentions: [---] [#](/creator/twitter::1880059139419959296/posts_active)  - [--] Week [---] -6.20% - [--] Month [---] +1.70% - [--] Months [-----] +46% - [--] Year [-----] +3,262% ### Followers: [------] [#](/creator/twitter::1880059139419959296/followers)  - [--] Week [------] +0.47% - [--] Month [------] +6.40% - [--] Months [------] +108% - [--] Year [------] +10,074% ### CreatorRank: [-------] [#](/creator/twitter::1880059139419959296/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 80.54% [finance](/list/finance) 36.7% [technology brands](/list/technology-brands) 21.43% [cryptocurrencies](/list/cryptocurrencies) #6219 [financial services](/list/financial-services) #1273 [countries](/list/countries) 1.48% [exchanges](/list/exchanges) #6015 [currencies](/list/currencies) 0.74% [automotive brands](/list/automotive-brands) 0.74% [social networks](/list/social-networks) 0.49% **Social topic influence** [stocks](/topic/stocks) #659, [if you](/topic/if-you) 5.91%, [ai](/topic/ai) 5.42%, [$now](/topic/$now) #54, [in the](/topic/in-the) #3032, [money](/topic/money) 3.69%, [$unh](/topic/$unh) #66, [$amzn](/topic/$amzn) #611, [$spgi](/topic/$spgi) #66, [$intu](/topic/$intu) #61 **Top accounts mentioned or mentioned by** [@winnerinvestor](/creator/undefined) [@dougcatsby](/creator/undefined) [@griffonomics](/creator/undefined) [@velanether](/creator/undefined) [@10009nyny](/creator/undefined) [@trynot2worry](/creator/undefined) [@william_r2rclub](/creator/undefined) [@brent_e_trader](/creator/undefined) [@gurufocus](/creator/undefined) [@brentetrader](/creator/undefined) [@triberuffner](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@veganhippo21](/creator/undefined) [@joedab12](/creator/undefined) [@buccocapital](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@bobspaysubstack](/creator/undefined) [@tim19662078](/creator/undefined) [@stockmktnewz](/creator/undefined) [@irbezek](/creator/undefined) **Top assets mentioned** [Now Coin (NOW)](/topic/$now) [UnitedHealth Group (UNH)](/topic/$unh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [S&P Global Inc (SPGI)](/topic/$spgi) [Intuit Inc. (INTU)](/topic/$intu) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Moody's Corporation (MCO)](/topic/$mco) [Waste Connections, Inc. (WCN)](/topic/$wcn) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Watsco, Inc. (WSO)](/topic/$wso) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Fluidity (FLY)](/topic/$fly) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Adappter Token (ADP)](/topic/$adp) [Loar Holdings Inc (LOAR)](/topic/$loar) [Firefly Aerospace (FLY)](/topic/firefly-aerospace) [Autozone Inc (AZO)](/topic/$azo) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Helium IOT (IOT)](/topic/$iot) [Morningstar, Inc. (MORN)](/topic/$morn) [Msci Inc (MSCI)](/topic/$msci) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Waste Management, Inc. (WM)](/topic/$wm) [Republic Services, Inc. (RSG)](/topic/$rsg) [Zscaler Inc (ZS)](/topic/$zs) [Centene Corp (CNC)](/topic/$cnc) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [AppLovin Corporation (APP)](/topic/$app) [Linde PLC (LIN)](/topic/$lin) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Spotify Technology (SPOT)](/topic/$spot) [Mastercard, Inc. (MA)](/topic/$ma) [GUIDEWIRE SOFTWARE, INC. (GWRE)](/topic/$gwre) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Oracle Corporation (ORCL)](/topic/$orcl) [Paychex, Inc. (PAYX)](/topic/$payx) [Casella Waste Systems Inc (CWST)](/topic/$cwst) [Progressive Corp (PGR)](/topic/$pgr) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [LandBridge Company LLC (LB)](/topic/$lb) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Redwire Corporation (RDW)](/topic/$rdw) [Roper Technologies Inc (ROP)](/topic/$rop) [Bedrock (BR)](/topic/$br) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [Descartes Systems Group Inc (DSGX)](/topic/$dsgx) [SPS Commerce, Inc. (SPSC)](/topic/$spsc) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Trimble Inc (TRMB)](/topic/$trmb) [Paylocity Holding, Corp. (PCTY)](/topic/$pcty) ### Top Social Posts Top posts by engagements in the last [--] hours "Yet another reason to hate Sprouts Farmers Market $SFM stock. Who puts propylene glycol a synthetic to absorb water and used for de-icing planes in their salad dressing Ill tell you who a grocery store out of touch with their target audience. Out of touch prices too" [X Link](https://x.com/SayNoToTrading/status/2003287566855078026) 2025-12-23T02:12Z 15.9K followers, [----] engagements "Something to consider. $MANH and $SPSC while not exact peers but close both suffered brutal selloffs on earnings. Another very high quality related name Descartes Systems $DSGX reports March 5th. Look out below or not" [X Link](https://x.com/SayNoToTrading/status/1889759015741128832) 2025-02-12T19:30Z 15.8K followers, [---] engagements "$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I" [X Link](https://x.com/SayNoToTrading/status/1896081033352921523) 2025-03-02T06:12Z 15.8K followers, [----] engagements "I see BellRing Brands $BRBR is down after hours around 9% on earnings. This has been a heavily hyped stock in the past year or so by boomer analysts due to protein craze. Pumped in Barron's CNBC etc. Thing is despite wonderful short term performance I have had zero interest in stock because it is not one I would want to own long term. Simply put I do not believe in their products like Premier Protein. It's basically this decade's version of Ensure or Boost (many of the same buyers too). Successful with $COST stocking but doesn't mean it's mass appeal to younger demos. Most younger people are" [X Link](https://x.com/SayNoToTrading/status/1919530308673929672) 2025-05-05T23:11Z 15.9K followers, [----] engagements "If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since [----] tech wreck $VEEV oscillates between $160 to low $200s like clockwork. Today at $279 it FINALLY broke out of the funk taking out the Aug [--] [----] high of $227. Though still below the low $300s of [----] and [----]. I'll just continue to wait in disappointment at the 5x roundtrips it has done from $160 to $200 since I've owned it. In case you don't know $VEEV announced their breakup with Salesforce $CRM in Dec 2022." [X Link](https://x.com/SayNoToTrading/status/1928188292895494364) 2025-05-29T20:34Z 15.9K followers, 10.8K engagements "I was asked about Alexandria Real Estate $ARE and here is why I am *NOT* interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P [---] until [--] years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was 3% and sometimes 2%. Bottomed at 1.99% in [----] Here's why I'm NOT buying despite likely" [X Link](https://x.com/SayNoToTrading/status/1930611816352084164) 2025-06-05T13:05Z 15.8K followers, 11.4K engagements "For American holders of Evolution AB $EVO.ST $EVVTY $EVGGF what the hell is going on with most recent foreign dividend tax withholding Yeah I get the 30% but if you do the math on this it's a negative dividend Small holding so haven't bothered to call this broker's treacherous customer service yet but noticed same thing happened on today's dividend from Euronext $ENX.PA $EUXTF $ERNXY. As I've said before I *hate* foreign stocks with dividends because the foreign taxes paid are not tax deductible. So you get taxed twice. I wish they would just do buybacks. Don't try and argue with me and say" [X Link](https://x.com/SayNoToTrading/status/1932133075796001245) 2025-06-09T17:49Z 15.8K followers, [----] engagements "For those who forgot when Raytheon and United Technologies merged in [----] they spun off Carrier $CARR and Otis. 14% drop on $OTIS earnings this morning though it's coming off lows. The recurring revenue it generates from elevator and escalator maintenance is the definition of mandatory. I've owned the other parts of mothership since so why not $OTIS Because I absolutely hate elevators. Not a phobia or anything. They encourage laziness and they're too slow if just going a few floors. Even in NYC I would use the stairs on a 20-floor room hotel. Not faster but good for you. Last [--] houses" [X Link](https://x.com/SayNoToTrading/status/1948026638463328552) 2025-07-23T14:25Z 15.8K followers, [----] engagements "If you know your stock market trivia you will know 10-27-2023 was a low for many many stocks. For numerous holdings I have lots purchased on this date. Small cap $EXPO Exponent was one. Only one purchase. Intraday low so it has literally never been underwater since not even for an hour. But look where we are now and earnings today after close. Similar to $COST $FICO and similar high multiple stocks $EXPO underwent a re-rating over the last [--] or so years. With all of these much of the gains come from multiple expansion rather than correlating growth. However everyone talks about Costco and" [X Link](https://x.com/SayNoToTrading/status/1950631229205995710) 2025-07-30T18:55Z 15.9K followers, [----] engagements "If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a [--] for [--] split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the [--] for [--] shares were distributed. Not applicable to $BYDDY ADR. https://twitter.com/i/web/status/1950985945169404145 https://twitter.com/i/web/status/1950985945169404145" [X Link](https://x.com/SayNoToTrading/status/1950985945169404145) 2025-07-31T18:24Z 15.8K followers, [----] engagements "Top [--] stocks with market caps of $10B+ ranked by short interest: [--]. Rocket Companies $RKT short interest 31.82%. [--]. Hims & Hers Health $HIMS 30.00%. [--]. Moderna $MRNA 17.02%. [--]. AST SpaceMobile $ASTS 16.96%. [--]. Mobileye Global $MBLT 16.53%. [--]. Hyatt Hotels $H 16.30%. [--]. MP Materials $MP 15.98%. [--]. Super Micro Computer $SMCI 15.40%. [--]. GameStop $GME 15.24%. [--]. Omnicom Group $OMC 14.81%. Was not expecting Hyatt Verified on Fintel and it's legit. https://twitter.com/i/web/status/1953973214402818445 https://twitter.com/i/web/status/1953973214402818445" [X Link](https://x.com/SayNoToTrading/status/1953973214402818445) 2025-08-09T00:14Z 15.8K followers, [----] engagements "SaaS and related names least prone to AI disruption = those with a physical real world aspect which can't be vibe coded. $AXON = body cams $ISRG = robotics + challenging medical regulations Also $GRMN $IOT $CGNX $TRMB What are some good names to add to this list Or to agree/disagree with Not real world but $NOW users please share feedback on disruption risks. With the SaaS scare based on AI disruption Im working on a watchlist of software stocks with a strong physical aspect to improve moat. So far I came up with $AXON $ISRG $GRMN $IOT $AIOT $CGNX $TRMB ( $CAT $DE they are physical+ small" [X Link](https://x.com/SayNoToTrading/status/1955653276902584795) 2025-08-13T15:30Z 15.8K followers, [----] engagements "On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to 90% for some users automating reviews while maintaining human oversight." [X Link](https://x.com/SayNoToTrading/status/1957482372372586860) 2025-08-18T16:39Z 15.8K followers, [----] engagements "Unpopular opinion: If you're bullish China might be safer to long $CROX here over $PDD $BABA $TCEHY This may convince you of that in [--] mins: https://www.youtube.com/watchv=xOBggykgTAM http://3690.HK https://www.youtube.com/watchv=xOBggykgTAM http://3690.HK" [X Link](https://x.com/SayNoToTrading/status/1959318074672431115) 2025-08-23T18:13Z 15.8K followers, 12.6K engagements "White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all [--] with $WTM being the laggard. Back in [----] White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to 70% ownership in [----]. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting" [X Link](https://x.com/SayNoToTrading/status/1963256783952297991) 2025-09-03T15:04Z 15.9K followers, [----] engagements "Morningstar $MORN not a great sign when you take out that April 7th low" [X Link](https://x.com/SayNoToTrading/status/1963622004067545182) 2025-09-04T15:15Z 15.8K followers, [----] engagements "I often enjoy the small wins more than the big ones. MarketAxess $MKTX vs. Tradeweb $TW today is that win. On Tues I listed all the tickers I had just spent $250k on (by end of day it was more). $MKTX was among them. This has been one of the most disappointing financials coming out of Covid and has required constant cycling of shares on way down as to not lose money. Sold my $188 lot today once green now only holding these $179 from Tues. Meanwhile look at $TW chart today. Opposite direction. Hey I own both so I am allowed to trash Tradeweb." [X Link](https://x.com/SayNoToTrading/status/1963993203310575974) 2025-09-05T15:50Z 15.9K followers, [----] engagements "Oracle $ORCL vs. Morningstar $MORN Hear me out. I'm not saying Joe Mansueto is some Larry Ellison but both are founders owning 35% and 40% of their companies' stock respectively. Joe is [--] and probably has more time left than Larry [--]. No one is as cutthroat and as obsessed with winning as Larry. Still I think it's too early to count out Joe and $MORN on the basis of being an AI casualty. As I've said before what I like best about them is their tiny Morningstar DBRS division a global credit rating agency. This is a business they've only been in since [----]. DBRS is one of only four CRAs" [X Link](https://x.com/SayNoToTrading/status/1966213043467309212) 2025-09-11T18:51Z 15.8K followers, [----] engagements "Had to walk dog last [--] mins 'til close so I missed this IDEX $IEX drop to $159.59. Which coincidentally is my exact cost basis. I would have added [--] at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid [--]. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next [--] years." [X Link](https://x.com/SayNoToTrading/status/1968453682820993305) 2025-09-17T23:15Z 15.8K followers, [----] engagements "$MSCI and $MORN down today in sympathy with $FDS earnings. Then I start looking and even $SPGI is down 6% and $MCO 5% both of which are too distant from FactSet" [X Link](https://x.com/SayNoToTrading/status/1968739343595446301) 2025-09-18T18:10Z 15.8K followers, [----] engagements "Just doubled my London Stock Exchange $LSEG $LDNXF $LNSTY position first buy was in March [----] during the banking/financials scare. In sympathy with $FDS $MORN $SPGI $MSCI $MCO sell off in $LSEG.L related to data and analytics e.g. Refinitiv (yes I refuse to call it the re-branded LSEG). I bought shares via F instrument which are ownership of the native foreign shares. Don't want to re-explain it every time I list an F ticker but research it if you're not familiar. Will NOT buy $LNSTY because it's an unsponsored ADR. Would rather pay $50 trade fee for $LDNXF. Speaking of exchanges I own" [X Link](https://x.com/SayNoToTrading/status/1969065615769096553) 2025-09-19T15:46Z 15.8K followers, 12.5K engagements "If MarketAxess $MKTX stays down here I think there's a good chance it gets taken out. EV of $6.2B (net cash positive) makes it bite-sized for $ICE or $CME. Possibly $CBOE but less of match. Even a smaller or international name could come in. Being bond trading shouldn't garner much anti-trust scrutiny since overlap is minimally related to non-existent. Even if you put a $230 price tag on $MKTX deal should still be accretive for most suitors. https://twitter.com/i/web/status/1970154769131200895 https://twitter.com/i/web/status/1970154769131200895" [X Link](https://x.com/SayNoToTrading/status/1970154769131200895) 2025-09-22T15:54Z 15.8K followers, [----] engagements "Buying the Paychex $PAYX earnings drop does not entice me for the same reason I'm not yet interested in $ADP despite its favorable valuation to recent history. Both of these as well as Paycom $PAYC and Paylocity $PCTY are going to be at ground zero if we get surging unemployment from AI. We're in a rate cutting cycle which reduces the interest they generate on funds before disbursement. This too will worsen if unemployment spikes as rate cutting will get more aggressive. https://twitter.com/i/web/status/1973037206534328436 https://twitter.com/i/web/status/1973037206534328436" [X Link](https://x.com/SayNoToTrading/status/1973037206534328436) 2025-09-30T14:48Z 15.8K followers, [----] engagements "Dare I say Jack Henry $JKHY at $146 is what I would strongly prefer over $PYPL at $67 No I won't say it. That would result in too many emotionally charged comments from the Paypal mob on here" [X Link](https://x.com/SayNoToTrading/status/1973421186051907736) 2025-10-01T16:14Z 15.8K followers, [----] engagements "Someone was asking about $SPGI yesterday. Here are my recent adds. Not doing serious buying yet. Given narrative of AI eating research and data (which is huge chunk of their biz) there are better deals at center of controversy like $MORN $FDS. As mentioned $MSCI still too loved here. If $SPGI goes to $450-460s I'll bump up buy increment to [--] shares. On rebound will only hold lowest cost [--] or [--] depending where we land. Remember we hit $435 on April 7th intraday low as you can see. A lot of non-AI stocks are flirting with the April 4-9th levels." [X Link](https://x.com/SayNoToTrading/status/1975585777313829125) 2025-10-07T15:35Z 15.8K followers, [----] engagements "This pattern is really starting to piss me off Here's the one year chart of Waste Connections $WCN. You can see where it hits $170. Two Thursdays ago I had the mid-day dog walking duty which inconveniently is 12-1 pm. Last hour of trading. On that Thursday $WCN hit $170.xx briefly but I missed it thanks to the recently unusable Fidelity app. Today also Thursday exact same situation. This time I was able to buy but not ideally. Would have done better at desktop for sure. $WM $RSG $CWST also interesting here. https://twitter.com/i/web/status/1976414595490496985" [X Link](https://x.com/SayNoToTrading/status/1976414595490496985) 2025-10-09T22:28Z 15.8K followers, [----] engagements "What was my #1 favorite stock from yesterday If you're a newer follower you should definitely read this as it explains how I buy and sell. MarketAxess $MKTX and $PYPL have a lot of similarities actually. However one is an X favorite while the other X couldn't care less about. I'm sure you've seen the below chart from @fiscal_ai or ones like it circulating on here for $PYPL. You can chart the same for $MKTX but it's even cleaner. Despite the disastrous drawdown in MarketAxess stock which I have been posting about as long as I've been on here I make money on every transaction for it. I'm" [X Link](https://x.com/SayNoToTrading/status/1977028392190169094) 2025-10-11T15:07Z 15.8K followers, [----] engagements "Marsh & McLennan Companies $MMC was always too long but the re-branding to just Marsh need I remind you of that definition It's a synonym for swamp" [X Link](https://x.com/SayNoToTrading/status/1978908713726468383) 2025-10-16T19:39Z 15.8K followers, [----] engagements "Watsco $WSO $WSO.B AAON $AAON and CSW Industrials $CSW are ultra low liquidity small to mid cap HVAC stocks which have never failed on me during drops. Because their movements are so amplified and irrational. How irrational Get this. on the ex-dividend date for Watsco last week the stock opened UP $10. On that date it should be DOWN $3 as that was the dividend amount. I can't count the times when my orders are the bid or ask for extended periods of time on this name as well as $CSW. Unloaded my highest cost $WSO today. Went through a few thousand shares the past few weeks to capture these" [X Link](https://x.com/SayNoToTrading/status/1980327494118154443) 2025-10-20T17:37Z 15.8K followers, [----] engagements "In HVAC I mostly talk about $AAON $FIX $WSO maybe a little $CARR and even some Daikin $DKILF $DKILY once in a while but don't believe Lennox $LII stock I've ever mentioned before. Why would I Nothing to do with it since buying at the low April [--] [----]. As you can see from chart it never looked back. But now it's misbehaving again. Dropped 10% today on earnings mainly guidance. To demonstrate just how unreliable extended hours trading can be check out the headline from 9:00 am today reporting the stock being up on a beat. I did add [--] shares during last [--] minutes of trading today. Valuation is" [X Link](https://x.com/SayNoToTrading/status/1981205628417953929) 2025-10-23T03:46Z 15.8K followers, 13.9K engagements "Just sold $PYPL high cost lot after going green. I don't care if it pops after earnings I am only holding my lowest cost $65 shares. Like risk/reward for my recent buys of $FI and $JKHY more than PainPal. However if $PYPL goes back down I will likely continue buying it" [X Link](https://x.com/SayNoToTrading/status/1982858457780011237) 2025-10-27T17:14Z 15.8K followers, 13.8K engagements "Did same on $WSO and I did get my $350 shares" [X Link](https://x.com/SayNoToTrading/status/1983557157426778562) 2025-10-29T15:30Z 15.8K followers, [----] engagements "With the exception of $GFL which reports next Wed we now have earnings from all the trash companies. The best were $CWST followed by $WCN. Both of these have been my favorites for small and large cap respectively. The worst were $WM $CLH and $RSG" [X Link](https://x.com/SayNoToTrading/status/1984278522052092166) 2025-10-31T15:17Z 15.9K followers, [----] engagements "Took tax loss today on recently acquired $MMC. Search my feed for ticker to read details as to what I don't like about Marsh (& McLennan) relative to peers. Would rather have more of higher conviction $BRO and $AJG. Even when you strip out GFC debacle for Marsh BRO and AJG have demonstrated better performance fundamentally from 2015-2025 (ex-GFC) as well as the 20-year period of 2005-2025 (with GFC). Marsh also screwed up during dot-com. https://twitter.com/i/web/status/1984317050685440102 https://twitter.com/i/web/status/1984317050685440102" [X Link](https://x.com/SayNoToTrading/status/1984317050685440102) 2025-10-31T17:50Z 15.8K followers, [----] engagements "Progressive $PGR stock has forward EV/revenue of [----]. This matches the July plummet in [----] when I first bought. Similar to $UNH Progressive is growing nicely on the top line. Unlike UnitedHealth there's no scandal. As for the bottom line also different situation. $PGR profitability is fantastic. In fact too fantastic. That's what caused the earnings selloff. The ugly EPS print was because they had to take a near $1B one-time charge due to being too profitable in Florida and therefore owing customers a refund. A good problem to have" [X Link](https://x.com/SayNoToTrading/status/1985560126947016891) 2025-11-04T04:09Z 15.8K followers, 19.4K engagements "Whether its $FICO earnings or Pulte bullying case in point as to why I only hold lowest cost lot after rebound. So much easier and less stressful. If we revisit $1300 will consider adding more. Meanwhile Equifax $EFX at $207 have been buying lately. Lower quality different but related. https://twitter.com/i/web/status/1986193580181102655 https://twitter.com/i/web/status/1986193580181102655" [X Link](https://x.com/SayNoToTrading/status/1986193580181102655) 2025-11-05T22:07Z 15.8K followers, [----] engagements "@cmo040958 I own both. Just saying only buying $LOAR here. Yes I agree. We should have @griffonomics do a NotebookLM comparing and contrasting the two. Also where the hell is my Firefly Aerospace NotebookLM Once you make it feel free to post it on my write-up on them today" [X Link](https://x.com/SayNoToTrading/status/1989120839107887132) 2025-11-13T23:58Z 15.9K followers, [---] engagements "Builders FirstSource $BLDR just touched the June 2nd intraday low when I last bought. Last time it was at that price was the infamous Oct [--] [----]. Chart and low points very similar to a lot of high-quality non-tech long term winners in construction. I'm buying again. Names like $BLDR dependent on housing rebound which admittedly I have lower confidence on now vs. 6-12 months ago due to the mass deportations. Fewer people = fewer housing units needed. Perhaps the #1 catalyst as to why even the best multi-family REITs like $MAA $AVB $ESS $CPT have been so weak lately. Not rates. I know in" [X Link](https://x.com/SayNoToTrading/status/1990455756949524782) 2025-11-17T16:23Z 15.8K followers, [----] engagements "@ActAccordingly $WSO $CPRT and my money is where my mouth is" [X Link](https://x.com/SayNoToTrading/status/1992042003518091289) 2025-11-22T01:26Z 15.8K followers, [---] engagements "@long_equity $AZPN was acquired unfortunately. Was excellent opportunity as stand-alone but not mixed back in with $EMR" [X Link](https://x.com/SayNoToTrading/status/1993799416394993732) 2025-11-26T21:49Z 15.8K followers, [----] engagements "Fascinating. Yeah and the $SNPS + $ANSS (which I also owned prior to sale) from what I'm understanding they believe what comes next will be more need on 3D multi-layered chip design to pack in more transistors. I get why people like $CDNS because of analog growth but last time it was value-priced was April (and I bought more then). Just seems like around this $380-410 level $SNPS is the best deal and it's not really close. I also own $TXN your husband chose which is nice to hear because at least someone likes it. I certainly don't lately but I know over next [--] years will be fine." [X Link](https://x.com/SayNoToTrading/status/1995209590124982724) 2025-11-30T19:13Z 15.8K followers, [---] engagements "After today's move I'm guessing my $ODFL fun for the year is probably over. There's always next year. There are a small handful of stocks I've had 100s if not 1000s of buys and sells on the past few years and made money on 100% of the transactions. This is despite their 5-year charts being total downward disasters. However because they are non-degen real businesses no one https://t.co/YEb76GNUzs There are a small handful of stocks I've had 100s if not 1000s of buys and sells on the past few years and made money on 100% of the transactions. This is despite their 5-year charts being total" [X Link](https://x.com/SayNoToTrading/status/1995526072067330285) 2025-12-01T16:11Z 15.8K followers, [----] engagements "@Eselim13 Wrong. Many high quality names have retraced and even gone below April lows. I write about them all. $ODFL is one example. Many others but not going to list them all because you're being an ass" [X Link](https://x.com/SayNoToTrading/status/1996094415711117571) 2025-12-03T05:49Z 15.8K followers, [---] engagements "Yeah I saw that $229 print too. Was too busy with other stocks that moment. The bid/ask spread is crazy on a name like $CSW so often the lowest print isn't really reflective of substantial volume. Same with $WSO. Was just responding to another comment on that so still have the image in copy/paste. See the $323.05 print That was ONE transaction. The bid/ask was nearly $2 so my $324.24 was the low if you exclude that. For those doing non-round lets they can get even lower since orders are grouped for round lot. https://twitter.com/i/web/status/1996618689563820172" [X Link](https://x.com/SayNoToTrading/status/1996618689563820172) 2025-12-04T16:32Z 15.9K followers, [---] engagements "$MSCI back on buying radar. As discussed this never really got cheap this year like $MCO $SPGI and similar did in April for a day or two. Last good time to buy was during ESG backlash in April [----]. If we go down a bit more I will likely add [--] more but not in the $530s" [X Link](https://x.com/SayNoToTrading/status/1996992752199114846) 2025-12-05T17:19Z 15.8K followers, [----] engagements "W. R. Berkley $WRB stock down big on Mitsui Sumitomo taking 12.5% stake acquired directly from Berkley family. Not dilution. Is this really that bad Or surprising given their relationship Thoughts @CedarStResearch Added [---] shares. Though if I didn't get my Progressive $PGR adds at around $200 I would rather buy it at current price than $WRB at $67. https://twitter.com/i/web/status/1997012303318077871 https://twitter.com/i/web/status/1997012303318077871" [X Link](https://x.com/SayNoToTrading/status/1997012303318077871) 2025-12-05T18:36Z 15.8K followers, [----] engagements "I'm eliminating a position: Parsons $PSN Prior to Friday's open share price around $20 higher. Biggest one-day drop ever for the stock. NOT earnings related. So why am I selling on extreme weakness This was one of the DOGE names I picked up. I focused only on the highest quality Parsons being one. All was going well as it was up 30%+ and then the news came they lost the multi-billion dollar contract to overhaul US air traffic control to Peraton. PE-backed by Veritas Capital. This is actually quite significant as $PSN was highly favored to win and for a now $9B market cap this is a lot of" [X Link](https://x.com/SayNoToTrading/status/1997308546476839386) 2025-12-06T14:14Z 15.8K followers, [----] engagements "From the Constellation Software carnage so far it looks like we should have all just bought Lumine Group $LMN.V $LMGIF instead of more $CSU $CSU.TO $CNSWF. I've always been the least enthusiastic about this spin-off vs. Topicus $TOI.V $TOITF. In fact the only reason I added to it last month is because I was so annoyed with how tiny that spinoff value was. Added [---] to round it out to 1k. Didn't even get the bottom not even close yet $LMN.V still up 11-16% on those lots. If only $CSU would join. On a related note have bluntly said this in a couple replies yet it seems to be a topic too taboo" [X Link](https://x.com/SayNoToTrading/status/1998261974417957273) 2025-12-09T05:22Z 15.8K followers, [----] engagements "Like I said $VEEV probably best for traders rather than investors. If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since [----] tech wreck $VEEV oscillates between $160 to low $200s like clockwork. Today at $279 it https://t.co/32G5kbK0I8 If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since [----] tech wreck $VEEV oscillates between $160 to low $200s like" [X Link](https://x.com/SayNoToTrading/status/1998926403727929490) 2025-12-11T01:22Z 15.8K followers, [----] engagements "Zillow $Z $ZG selloff today feels quite similar to $BKNG selloff a couple weeks ago for same reason. That was short lived" [X Link](https://x.com/SayNoToTrading/status/2000605844590010604) 2025-12-15T16:36Z 15.8K followers, [----] engagements "Keep in mind $WM $WCN $RSG $CWST will always have high earnings multiples because they're operating as rollup consolidators. They didn't always. People criticize EBITDA but it really does make sense with garbage companies. Forward was 12x when $WM was $194. Currently forward is 13.86x per @gurufocus . https://twitter.com/i/web/status/2000959414715736195 https://twitter.com/i/web/status/2000959414715736195" [X Link](https://x.com/SayNoToTrading/status/2000959414715736195) 2025-12-16T16:01Z 15.8K followers, [---] engagements "Clearwater Analytics $CWAN to be acquired for $24.55 per share and I really hate this. Nothing sucks more than spending a couple dozen hours on a stock only to have it yanked from you for a few pennies a few months later. Permira Warburg got this for a steal. SCAM. As far as competitors I do own a lot of BlackRock $BLK (Aladdin) and some SS&C $SSNC (Advent) but $CWAN really had something special in term of growth potential next 5-10 years. It could have been a 5-bagger easily. https://twitter.com/i/web/status/2003353462424453393 https://twitter.com/i/web/status/2003353462424453393" [X Link](https://x.com/SayNoToTrading/status/2003353462424453393) 2025-12-23T06:34Z 15.8K followers, [----] engagements "@StockMKTNewz @wisemancap $INGM Ha" [X Link](https://x.com/SayNoToTrading/status/2005511678801355198) 2025-12-29T05:30Z 15.8K followers, [----] engagements "I know POET Technologies $POET has really been trending a few months now making list of WallStreetBets top [--] stocks for [----]. However a lot of people are glossing over the not-so-good. The core "POET" (Planar Opto-Electronic Technology) platform was invented by Dr. Geoffrey Taylor. He founded the tech in the early 2000s licensing it to Opel which rebranded to POET Technologies in [----]. He headed R&D until passing in [----]. Given those years keep in mind patent expirations With this IP $POET is developing an optical interposer platform designed to replace short-distance copper connections in" [X Link](https://x.com/SayNoToTrading/status/2005828349793374277) 2025-12-30T02:28Z 15.8K followers, 39.4K engagements "My thoughts on $ALAB have not changed. I think there is no way we can compare what $ANET vs. $CSCO offers to what $ALAB offers which is so far a one-trick pony with a lot of competition and their product is non-essential. Plenty of other ways to go. Arista Networks (or inferior Cisco) is absolutely essential. Most setups need one or the other. But I don't recall ever saying I would never want to own $ALAB. I believe I said I do not want to own it at the valuations it has traded at. For that #1-3 above explain my thought process for buying. https://twitter.com/i/web/status/2006451713411105025" [X Link](https://x.com/SayNoToTrading/status/2006451713411105025) 2025-12-31T19:45Z 15.9K followers, [---] engagements "@SteveUrkelDude So many quality industrials but no one on here follows them. $WSO an example" [X Link](https://x.com/SayNoToTrading/status/2006479473403899935) 2025-12-31T21:35Z 15.8K followers, [----] engagements "When Zscaler $ZS started dumping from around $300 to $250-260 said it wasn't quite there for me yet to buy more. Now in the $220s we are at a forward EV/revenue of [----] with current at [----]. All charts from Gurufocus. Not the momentary valuation of 8.2x in [----] when I bought all mine at $95 but it's pretty attractive here at a forward of 10x. As you know cybersecurity stocks are all taking dump so it's also $CRWD $PANW $FTNT. I would say $S too but for that to dump it first would have to go up While I'd prefer $ZS at $200 here is good enough for me. Have added [---] shares but will likely only" [X Link](https://x.com/SayNoToTrading/status/2007883262149193929) 2026-01-04T18:34Z 15.9K followers, 12.1K engagements "@Elarchy124 Selling high costs lots mostly. Buying $AZO and $CRDO" [X Link](https://x.com/SayNoToTrading/status/2008204645957820766) 2026-01-05T15:51Z 15.8K followers, [---] engagements "Saw this headline. Made me reminisce about $DNA. No not Ginkgo Bioworks. Genentech back in Y2K. One of my very first stocks along with $ANF and $AEO (then $AEOS). Probably had [--] or [--] shares of $DNA back in the day" [X Link](https://x.com/SayNoToTrading/status/2008420880553308406) 2026-01-06T06:10Z 15.8K followers, [----] engagements "When I wrote this on Friday buying $200k of Amazon $AMZN stock at $226 (now $242) you can tell from the comments I got who has no sense of humor whatsoever. Basically telling me I'm emotionally unstable in my buying. Not realizing that even though I joke about everything I'm dead fucking serious and probably way more than they are. You don't have to be both detailed obsessed and dry. Buying $AMZN truly is an addiction for me. No matter how much I own it's never enough. I always want more. My appetite for Amazon is insatiable. You know I will never tell you how much I own so stop asking. The" [X Link](https://x.com/SayNoToTrading/status/2008605018535150042) 2026-01-06T18:22Z 15.8K followers, 19.1K engagements "House passes ACA subsidy renewal. Senate next. $UNH $CNC $MOH $OSCR" [X Link](https://x.com/SayNoToTrading/status/2009390280596975996) 2026-01-08T22:22Z 15.8K followers, 10.1K engagements "Keep getting asked about Rubrik $RBRK given decline back to $70. For an add I'm targeting $68. Almost got there today. Given $ZS which is especially in dumps and more popular $CRWD $PANW on moderate sale it's hard to see $RBRK rebound before cybersecurity cohort does. Rubrik $RBRK earnings have it back to $80s. Fanbois would go crazy at me every time I brought up potential risks. Still have yet to receive real rebuttals just noisy replies. Intraday low of $65 on Nov [--] was indeed the bottom: Rubrik $RBRK earnings have it back to $80s. Fanbois would go crazy at me every time I brought up" [X Link](https://x.com/SayNoToTrading/status/2010746160529682438) 2026-01-12T16:10Z 15.8K followers, 12.3K engagements "We've had a nice recovery in $CAVA and $CMG so I unloaded a bunch today. With both stocks as long as you scaled your buying on the way down you should be OK now even if you started early like I did. For example I started $CAVA adds in $60s and down to $40s. I had [---] at $47 but am only keeping [---] of those plus the [---] I have from [----] at $29. On $CMG I had sold highest cost lots for tax loss in December. Going into today I had [----] shares at $30. I sold [---] of those to give me enough gains to offset the loss I took on it last month. That way I can truly view these [----] as having a $30" [X Link](https://x.com/SayNoToTrading/status/2010787364755607594) 2026-01-12T18:54Z 15.8K followers, [----] engagements "I know someone asked me about Sweetgreen $SG last week and I forgot to respond. Not yet. I will be unloading some but not right now I'm thinking not until mid $9s or higher. Maybe even $11. Despite the dire stories this stock got very cheap for what it was/is" [X Link](https://x.com/SayNoToTrading/status/2010797796291641426) 2026-01-12T19:35Z 15.8K followers, [----] engagements "I talked about buying more AutoZone $AZO last week but for now that buying window is over for me. Back at $3500. $ORLY didnt quite get low enough for an add. They trade together. On to the next stock dip" [X Link](https://x.com/SayNoToTrading/status/2010849279582015932) 2026-01-12T23:00Z 15.9K followers, [----] engagements "Personally my cut-off was around $3400 on $AZO. Some drawbacks to consider which I've talked about and everyone says I'm wrong. Which is fine I hope I am since I own the stock. (1) Online is real threat. People think AutoZone caters to repair guys who need part same-day. What they may not realize is with countless vehicle models and parts many/most are not stocked locally. The store has to order them. Actually I wrote about a week ago going there to buy some lubricants. Customer in front of me had to do just that - wait a couple days for part he needed. (2) For non-automotive parts such as" [X Link](https://x.com/SayNoToTrading/status/2011209615615336811) 2026-01-13T22:51Z 15.9K followers, [---] engagements "After today's plunge for their fiscal year ending this July Intuit $INTU trades at 26x earnings. For the July [----] forward it's a [----]. That's the cheapest PE since [----]. Graph via Gurufocus" [X Link](https://x.com/SayNoToTrading/status/2011666333801619563) 2026-01-15T05:06Z 15.8K followers, [----] engagements "@qcapital2020 Best on list $CWAN is only up because pending buyout. I waited until [----] to sell mine for taxes. Sad that the best are that category rather than organic performance" [X Link](https://x.com/SayNoToTrading/status/2011674980304691389) 2026-01-15T05:41Z 15.8K followers, [----] engagements "Forgot to mention $ONTO which I also own. Even their long term chart is far better than $AEHR. Aehr Test might very well have the worst long term chart out of entire metrology cohort and like I said you're also dealing with risks of a few hundred mil market cap" [X Link](https://x.com/SayNoToTrading/status/2011878766801510598) 2026-01-15T19:10Z 15.9K followers, [----] engagements "@MRatable Agreed. Which do you feel have lowest AI risk and why" [X Link](https://x.com/SayNoToTrading/status/2012293053206135176) 2026-01-16T22:37Z 15.8K followers, [----] engagements "I did sell that $BILL position from $41 today only because I'd rather have more $INTU. is just like SentinelOne $S stock. Both around $5B market cap. Both public for around 5-6 years. Both have been a total disaster unless you were shorting or actively trading around. Their misery has gone on for far too long. The best thing for both is to be taken out to the woodshed (acquired). http://Bill.com http://Bill.com http://Bill.com http://Bill.com" [X Link](https://x.com/SayNoToTrading/status/2012318450115383649) 2026-01-17T00:18Z 15.8K followers, 10.8K engagements "Serious question. Ive been on X exactly one year and during first several months I remember $HIMS and $PYPL seemed to be the fintwit favorites. What would you say the current favorites are Looking to a compile a list of stocks to avoid at least for now" [X Link](https://x.com/SayNoToTrading/status/2012586363741499869) 2026-01-17T18:02Z 15.8K followers, [----] engagements "Think about it. $WBI not only deals with the boom-bust of shale which also has regional boom-busts (even if oil is OK) but what they sell and manage is brackish water of no potable use. At least not economically. At least with $TPL and $LB you have land mineral rights and other optionality. That's how TPL took off. [--] years ago they made their money off cattle grazing. Then shale tech made extraction finally possible of oil we already knew was there. It won't repeat. The insane gains are over. You should not buy into either stock expecting that." [X Link](https://x.com/SayNoToTrading/status/2012604926480814113) 2026-01-17T19:16Z 15.8K followers, [---] engagements "@Veganhippo21 Do you pay your $CTAS bill with $BILL How do you like relative to overlap from Intuit" [X Link](https://x.com/SayNoToTrading/status/2012605084098494837) 2026-01-17T19:16Z 15.8K followers, [---] engagements "A good way to gauge how desperate a specific retailer needs sales is to check their payouts to affiliate marketers. Or indirectly and simpler as a regular consumer monitor your credit card and airline malls. Here is Capital One $COF showing: 2% for $CHWY - This is as low as it gets probably a good sign for [----] YTD. 4% for $EBAY - Average for them can't read into it. 5% for $KR (Vitacost) - This is on the high side but they have pending sale to iHerb. Kroger probably want to keep sales stable until it's off their hands. 30% for $COLM - This is insanely high for Columbia Sportswear not a good" [X Link](https://x.com/SayNoToTrading/status/2012673890510614698) 2026-01-17T23:50Z 15.8K followers, 17.4K engagements "@StockTrades_CA Ok but if you want muni and fed gov exposure $TYL much is very concentrated. $CSU govt exposure I havent been able to derive percentage but its small" [X Link](https://x.com/SayNoToTrading/status/2013378424765849814) 2026-01-19T22:29Z 15.8K followers, [----] engagements "You should. $UBER has zero customer service. One time I scheduled a ride the night before to airport. This was from Long Beach and despite being scheduled [--] hours ahead of time dispatched driver from Rancho Cucamonga. About [--] hours away at rush hour traffic. Pickup time would have been [--] mins later than what I requested night before. I cancelled. They charged me. They would not refund. Could never reach person. Enshittification and done earlier than that of $AMZN $GOOG etc. https://twitter.com/i/web/status/2013472504250278072 https://twitter.com/i/web/status/2013472504250278072" [X Link](https://x.com/SayNoToTrading/status/2013472504250278072) 2026-01-20T04:43Z 15.8K followers, [----] engagements "As much as I hate Atlassian I admit the valuation has become compelling. However I still can't wrap my head around $TEAM SBC as percentage of revenue. Convince me why I'm wrong" [X Link](https://x.com/SayNoToTrading/status/2013632698829443184) 2026-01-20T15:20Z 15.8K followers, 18K engagements "I did bump my Rubrik $RBRK up [---] shares this morning only because I could get it for the same $65.65 as my existing [---]. I saw it $64.85 when I checked at [--] am but that would look ugly so I didnt buy it then. Remember pretty prices are more important than money" [X Link](https://x.com/SayNoToTrading/status/2013655394527388111) 2026-01-20T16:50Z 15.8K followers, [----] engagements "If we value $BMNR MrBeast investment at zero write-off that Eightco $ORBS as well as any other misc. junk what is the true mNAV for Ether only I want to ignore everything except Ether and the [---] Bitcoin they own. What's the value of that per share after subtracting out any debts and obligations Maybe @TheValueThinker knows. https://twitter.com/i/web/status/2013753395765747833 https://twitter.com/i/web/status/2013753395765747833" [X Link](https://x.com/SayNoToTrading/status/2013753395765747833) 2026-01-20T23:19Z 15.8K followers, 13.3K engagements "The #1 reason I didn't buy $APP in [----] was because I hated the name. Still really hate it but also hate the AppLovin short reports/allegations which seem to pop up every couple months. The latest: "AppLovin serves as the ultimate exit for asset laundering/diversion by transnational criminal kingpins the authors wrote alleging that the growth of its advertising business comes in part from illicit cryptocurrency funds routed through its platform." My guess is that "in part" could be said for so many businesses right So I bought at $516 just now." [X Link](https://x.com/SayNoToTrading/status/2014368434478514473) 2026-01-22T16:03Z 15.8K followers, 16.9K engagements "Hilarious. Barely a month later Linde $LIN is over half-way back to its [--] week and all-time highs. How long do you think until $INTU and $NOW do the same Ok not all-time highs but a % retracement comparable to that of $LIN You know I'm betting on it" [X Link](https://x.com/SayNoToTrading/status/2014503850409943505) 2026-01-23T01:02Z 15.8K followers, 10.1K engagements "@VanquishTrader Nice infographic. Dont forget maintenance providers like Quanta Services $PWR and contractors/engineers used for power plants and transmission line construction like MasTec $MTZ. Pretty sure Quanta will be busy in the coming days" [X Link](https://x.com/SayNoToTrading/status/2015104992861098007) 2026-01-24T16:50Z 15.8K followers, [----] engagements "@DurableCreators No one talks about $MKTX anymore. I stand by everything I've said about it" [X Link](https://x.com/SayNoToTrading/status/2015131678101188837) 2026-01-24T18:36Z 15.9K followers, [---] engagements "If I were @Benioff I would: [--]. Immediately rename Salesforce as Agentforce. [--]. Ticker $CRM can stay. Nostalgia is OK think Broadcom keeping $AVGO. [--]. Rebrand the hell out of it being all about AI agents. Perception is everything" [X Link](https://x.com/SayNoToTrading/status/2015222877625393543) 2026-01-25T00:39Z 15.8K followers, 13.2K engagements "The only ICE I like lately" [X Link](https://x.com/SayNoToTrading/status/2015448924421832870) 2026-01-25T15:37Z 15.8K followers, 19.1K engagements "I did talk about $ICE late last year as I was adding. Intercontinental Exchange is still founder-led by Jeffrey Sprecher. Every time you trade an NYSE-listed stock theyre getting a cut. If you buy low they have a decent and growing dividend yield for a financial growth stock. They now have a minority stake in Polymarket and remember you want to own the casino and not play in it. https://twitter.com/i/web/status/2015460689381564857 https://twitter.com/i/web/status/2015460689381564857" [X Link](https://x.com/SayNoToTrading/status/2015460689381564857) 2026-01-25T16:24Z 15.8K followers, [----] engagements "Investment thesis for $ZTS stock: Must search far and wide to find veterinarian prescription promos for Apoquel. This discount is NOT from Zoetis but rather the retailer for any $100 Rx purchase. Whether it's Allivet $CHWY or anywhere else I have not seen promo pricing on this blockbuster drug for a few months now. When everyone is paying full price that's a good sign for sales and therefore shareholders. https://twitter.com/i/web/status/2015502469212893631 https://twitter.com/i/web/status/2015502469212893631" [X Link](https://x.com/SayNoToTrading/status/2015502469212893631) 2026-01-25T19:10Z 15.8K followers, [----] engagements "I did a deep dive on SkyWater Technology $SKYT in [----] including an hour-long interview with CEO which I since cannot find. A type of small cap requiring too much babysitting for me but the appeal was always radiation-hardened (rad-hard) chip foundry for defense and space. A very unique niche no one else really filled domestically. Now $IONQ is buying them. This and Oxford Ionics are the two most legit acquisitions they've made to date and in my opinion both are better than their core biz. Oxford brings a trapped ion approach which makes use of standard semiconductors. The main reason I would" [X Link](https://x.com/SayNoToTrading/status/2015819717441917194) 2026-01-26T16:10Z 15.8K followers, [----] engagements "This is the $ZTS Zoetis Apoquel dosing in US as to how they prescribe pills. As you can quickly calculate it's a huge scam because [--] dose often is 1/2 of one pill 1/2 of another and all dosages are identical in price. Around $3 USD each. I underdose mine with 1/2 of a [--] mg and only do it in short stints. Not a fan of inhibiting JAK-1 and [---] except for extremely severe diseases. Side effects of cancer are possible when suppressed. https://twitter.com/i/web/status/2015822735633711406 https://twitter.com/i/web/status/2015822735633711406" [X Link](https://x.com/SayNoToTrading/status/2015822735633711406) 2026-01-26T16:22Z 15.8K followers, [---] engagements "Guess who's back to buying Constellation Software $CSU $CSU.TO $CNSWF stock Added $102k USD today which is [--] shares. Despite the many negatives I've raised about their low quality software years before AI the management and corporate culture has always been the investment thesis for me. That's the reason I'm adding. It's not for the lower quality software some of which is easier than ever to ripoff in the age of AI coding. The narrative going around about $CSU on X as I've said before is highly misunderstood because it's a lot of finance guys who are not entrepreneurs. They're only thinking" [X Link](https://x.com/SayNoToTrading/status/2015833154091942220) 2026-01-26T17:04Z 15.9K followers, 17.6K engagements "@TheBenSchmark $AMZN owning 15-20% is safer bet especially when considering they also make money on the hosting" [X Link](https://x.com/SayNoToTrading/status/2015868696494014828) 2026-01-26T19:25Z 15.8K followers, [----] engagements "Don't forget that $APP is the 6th highest weighting in $IGV. Over 1/2 the weight of $MSFT and more than $PANW $CRWD and $NOW. If SaaS rebounds these will too. I did add [--] more after I posted that buy of [--] at $516 last week. A good podcast I listened to in car this weekend from people who actually use AppLovin vs. finance dudes who pretend to know it. https://www.youtube.com/watchv=wLcJQccpfhY https://www.youtube.com/watchv=wLcJQccpfhY" [X Link](https://x.com/SayNoToTrading/status/2015876927429739009) 2026-01-26T19:58Z 15.8K followers, 10.2K engagements "The losing themes today: [--]. Space sucks as seen by top [--] biggest losers $RDW $FLY $RKLB. [--]. $CRWV + $NVDA sucking air out of room for little guys like $CLSK $IREN. Anything else Sick of hearing about $INTC so don't say that one" [X Link](https://x.com/SayNoToTrading/status/2015881026523037793) 2026-01-26T20:14Z 15.8K followers, 11.2K engagements "@GunStonks Long owned $ABT but I cant have more dividends so for that type of yield needs to be super cheap to add more. Not there yet. Abbott is great permanent hold. A lot of people look at chart and forget $ABBV spinoff in [----] or so. Have both stocks" [X Link](https://x.com/SayNoToTrading/status/2015889491148603895) 2026-01-26T20:48Z 15.8K followers, [---] engagements "Wilkes at Bernstein thinks $UNH can still make numbers and this BS flat CMS is negotiation. He says final are usually [---] bps higher at least. He has UnitedHealth stock as top pick for [----]. When I first saw plunge thought $UNH earnings got released early. Remember they are tomorrow morning. Forgive me for short post on this - was written over several breaks between sets while I work out. No panic here. This does not phase me. https://twitter.com/i/web/status/2015917598056366271 https://twitter.com/i/web/status/2015917598056366271" [X Link](https://x.com/SayNoToTrading/status/2015917598056366271) 2026-01-26T22:39Z 15.8K followers, 42.3K engagements "Should you add to $UNH Really wish people would stop asking me that as I will not give financial advice nor should anyone on here be doing so. All of my 2k shares are cost basis in mid to high $200s. Adding at same cost during the same buying period you know that's not what I generally do. Yeah [--] months ago vs. today = same buying period when you've invested in managed care stocks for many years. As reiterated yesterday pre-earnings I already have the share count I want. I try to avoid the temptation of forcing concentration. I try and let higher weightings happen organically via their" [X Link](https://x.com/SayNoToTrading/status/2016184070166958476) 2026-01-27T16:18Z 15.8K followers, 27.5K engagements "@jetss2024 Yes" [X Link](https://x.com/SayNoToTrading/status/2016186915557671017) 2026-01-27T16:29Z 15.8K followers, [---] engagements "You should go look at comments about $HII last Feb when I first came to X. All negative. Only after stocks move up do people generally start speaking positively. Yet the post spin long term alpha for $HII was there last Feb too but people would ignore that and say its broken biz. Same can be said about many quality stocks on sale today. https://twitter.com/i/web/status/2016256724110598486 https://twitter.com/i/web/status/2016256724110598486" [X Link](https://x.com/SayNoToTrading/status/2016256724110598486) 2026-01-27T21:07Z 15.8K followers, [----] engagements "@richardknop One thing at least is that $UNH longs are now used to this type of stuff. Not the shock effect of before" [X Link](https://x.com/SayNoToTrading/status/2016303493498470742) 2026-01-28T00:13Z 15.8K followers, [---] engagements "@richardknop My position on $ELV is same as $UNH in that keeping size as-is regardless of price action" [X Link](https://x.com/SayNoToTrading/status/2016315380546076743) 2026-01-28T01:00Z 15.8K followers, [---] engagements "I knew something drastic was up when $AMZN started closing the Amazon Fresh stores in Orange County late last year. Because some were among the very first locations. They always had QR coupons to scan for $10 off $50+ and similar. Plus up until last summer such deals were per transaction and not per day. You could use them unlimited times. So if you had $200 of groceries Just break it up into [--] transactions which is exactly what I would do. Anything and everything they had which I needed I would buy there because of that. Including the many Whole Foods [---] items they would carry like their" [X Link](https://x.com/SayNoToTrading/status/2016352280401125602) 2026-01-28T03:27Z 15.8K followers, [----] engagements "I have been thinking about selling $MCHP. Not a trim. I don't do that. I'm in no rush but if you look at long term performance of Microchip vs. $TXN vs. $ADI it's the weakest. Minimal alpha over S&P with much more volatility. Since I own TXN and ADI (not selling those) I'm not sure the weaker MCHP is worth keeping. Will probably wait til April so it's LT capital gains. Do you see Microchip having any significant advantages over TXN and ADI in coming several years https://twitter.com/i/web/status/2016535863661060488 https://twitter.com/i/web/status/2016535863661060488" [X Link](https://x.com/SayNoToTrading/status/2016535863661060488) 2026-01-28T15:36Z 15.8K followers, [----] engagements "Not adding $AXON until if/when it goes below highest cost lot from November" [X Link](https://x.com/SayNoToTrading/status/2016567788337611198) 2026-01-28T17:43Z 15.8K followers, [----] engagements "That is true but both $CVLT and $RBRK susceptible to alternatives. Been buying 300-500 Rubrik for I don't know how long then selling the high cost lot when it goes green the next day. Can't do same day says since $HOOD doesn't offer same day lot specification ability like a lot of other brokers do. Sold my $63s this morning. This is what I'm sitting on: https://twitter.com/i/web/status/2016585570785571026 https://twitter.com/i/web/status/2016585570785571026" [X Link](https://x.com/SayNoToTrading/status/2016585570785571026) 2026-01-28T18:54Z 15.8K followers, [---] engagements "$NOW earnings pop Whoever bought these from me dont worry I think it will work out regardless" [X Link](https://x.com/SayNoToTrading/status/2016623090613281064) 2026-01-28T21:23Z 15.8K followers, 50.1K engagements "The worry is gone you can give us back the stocks market cap. $NOW Bill McDermott explaining why these acquisitions were needed and why no more on the horizon: - Armis ($7.75B for OT) - Moveworks ($2.85B for AI) - Veza (identity security) He was clear that ServiceNow doesnt buy revenue they needed these for AI agent security. Seemed to be a slander at $CRM. https://twitter.com/i/web/status/2016648403074380213 https://twitter.com/i/web/status/2016648403074380213" [X Link](https://x.com/SayNoToTrading/status/2016648403074380213) 2026-01-28T23:03Z 15.8K followers, [----] engagements "Now that I'm home I can see the $NOW earnings reaction chart. Shows $136.xx which I had that order at but the other at $139.92 was [---] shares. That must have been the top tick" [X Link](https://x.com/SayNoToTrading/status/2016669563505840589) 2026-01-29T00:27Z 15.8K followers, [----] engagements "I cut my hand pretty bad. No not from catching the falling knives of SaaS stocks (but that too). Rather I cut my fingertip pretty bad chopping some stir fry last night. Always must cook two versions - his and hers - extreme spice and no spice. Ghost peppers galore = almost enough flavor. With finger not going to post much as long as I cant type on a real keyboard. Phone keyboard takes too long. Everything software on sale so hard to pinpoint favorites. I am buying across the board. $MSFT $AXON $PANW $CNSWF $CSU $CRWD $INTU $NOW $NET $RBRK $CRCL $COIN (remember their USDC cut from Circle) too" [X Link](https://x.com/SayNoToTrading/status/2016962684181500235) 2026-01-29T19:52Z 15.9K followers, [----] engagements "@jrichlive Software today feels like chips last April" [X Link](https://x.com/SayNoToTrading/status/2017028469977469135) 2026-01-30T00:13Z 15.8K followers, [----] engagements "Listening to $MSFT call as I walk dog. Did I really just hear Satya talk about Bing at [--] min mark No wonder stock tanked" [X Link](https://x.com/SayNoToTrading/status/2017047035187474480) 2026-01-30T01:27Z 15.8K followers, [----] engagements "This has been all over local news: $GOOG $GOOGL Waymo struck child near elementary school. Sensationalized headline. Child "suddenly entered the roadway" from behind an SUV and right in front of the self-driving car's path. Waymo "braked hard" and slowed from [--] to [--] MPH before hitting child. Waymo says that's faster than a human driver would have been able to brake. It sounds like this was an unavoidable incident and handled better than a human would have done. Child struck by Waymo near elementary school in Santa Monica https://t.co/aOTIkSe15o Child struck by Waymo near elementary school in" [X Link](https://x.com/SayNoToTrading/status/2017116895141658649) 2026-01-30T06:05Z 15.8K followers, 12.7K engagements "@Proud_plants @jrichlive Isnt $BMBL an ugly chart Not for me. I always hated Bumble IPO onward. Too hard category for me at least" [X Link](https://x.com/SayNoToTrading/status/2017283063852810240) 2026-01-30T17:05Z 15.8K followers, [---] engagements "People ask me how can I follow so many stocks. I ask you how the hell can you follow so many sports teams and their players Furthermore especially in football many players have short careers. So there's a lot to keep track of especially if you're also following draft candidates who may never go pro. Many stocks have long enduring businesses decades and decades of successful compounding. Keeping tabs on them is far easier. Most retail at least on here gravitate to shitcos which have short stints messy track records (if any) and require constant babysitting. Similar to staying on top of sports." [X Link](https://x.com/SayNoToTrading/status/2017334502331166771) 2026-01-30T20:30Z 15.8K followers, [----] engagements "@VulcanMK5 @European_DGI Yeah $PAYX is lower quality. Ive done some posts comparing their long term returns" [X Link](https://x.com/SayNoToTrading/status/2017375596523999591) 2026-01-30T23:13Z 15.8K followers, [---] engagements "@VulcanMK5 @European_DGI I think of $PAYX similar to a high quality REIT. You are choosing income over better total return and may lag market long term even if dividends were reinvested tax-free. Nothing wrong with that depending on your circumstances and goals" [X Link](https://x.com/SayNoToTrading/status/2017376557866881318) 2026-01-30T23:17Z 15.8K followers, [---] engagements "@davey_juice $CRWD and $PANW tanking daily in morning with $IGV but then people pick through and bid them up while non-security SaaS stays down. The 2nd tier cyber stocks trading in-between. $RBRK lumped in with non-security and that is partially justified" [X Link](https://x.com/SayNoToTrading/status/2017392305687372232) 2026-01-31T00:19Z 15.8K followers, [----] engagements "@Lee_Lichterman Similar to $AMZN if you valued $AXON on PE you missed the whole ride. You look at gross profits first chart. 2nd chart is PE and good luck finding entry at rational sounding earnings multiple if that is what you relied for it" [X Link](https://x.com/SayNoToTrading/status/2017623642222563381) 2026-01-31T15:38Z 15.8K followers, [----] engagements "@samsolid57 We need to get out of Axon NOW And while were at it dump $NOW now. All going to zero next quarter" [X Link](https://x.com/SayNoToTrading/status/2017648097816719808) 2026-01-31T17:16Z 15.8K followers, [----] engagements "@JohnDoeKnowsGuy Could be. Valuations have always been more art than science. All I know is $AXON is a very pretty business" [X Link](https://x.com/SayNoToTrading/status/2017648617763566061) 2026-01-31T17:18Z 15.8K followers, [----] engagements "@Ashton_1nvests If you see nobody talking about it refine your feed. Lots on here have been talking about $NOW for a while now" [X Link](https://x.com/SayNoToTrading/status/2018049101309632788) 2026-02-01T19:49Z 15.8K followers, [----] engagements "You know I havent looked at Ether prices today though Im excited to say I plan on booking a 350% gain on my $BMNR tomorrow since its February" [X Link](https://x.com/SayNoToTrading/status/2018105012392738834) 2026-02-01T23:31Z 15.8K followers, 19.9K engagements "@RealMattMoney @amitisinvesting Totally deserves it. He reports and doesnt shill subs. Plus after hearing he won some national debate tournaments I would be a fool to try and argue with him on a stock" [X Link](https://x.com/SayNoToTrading/status/2018107576886718676) 2026-02-01T23:41Z 15.8K followers, [----] engagements "For those telling me to look at Ether price now I have no need. I am 100% confident in @fundstrat head of TA Mark Newton and as such I sleep soundly tonight knowing I can sell my $BMNR tomorrow for 350% gain as Ether is hovering around 7000-9000 as I type this. After all Mark called for $UNH at $190 on the very same day $UNH bottomed Aug 1st at around $240. Trust the process https://x.com/SayNoToTrading/status/1991585218122379407s=20 https://x.com/SayNoToTrading/status/1991585218122379407s=20" [X Link](https://x.com/SayNoToTrading/status/2018137296936280514) 2026-02-02T01:40Z 15.8K followers, [----] engagements "$TSLA geese are people too. $RMBS earnings call Im listening to as you can see so stop asking" [X Link](https://x.com/SayNoToTrading/status/2018503779579228636) 2026-02-03T01:56Z 15.9K followers, [----] engagements "So much for a turnaround Tuesday" [X Link](https://x.com/SayNoToTrading/status/2018795283103240240) 2026-02-03T21:14Z 15.8K followers, [----] engagements "@blondesnmoney Then I give it [--] years til class action lawsuits against them for hallucinations errors omissions and sensitive data being compromised by their agents" [X Link](https://x.com/SayNoToTrading/status/2018812652630450373) 2026-02-03T22:23Z 15.8K followers, [----] engagements "@DollarCompound @blondesnmoney I dont think any LLM wants that liability. Much easier to sell capability to $INTU etc. and let them deal with it" [X Link](https://x.com/SayNoToTrading/status/2018842211283247106) 2026-02-04T00:21Z 15.8K followers, [---] engagements ".and $AMZN ownership is wrong. I know. Focusing here on Zoom vs. SK Telecom" [X Link](https://x.com/SayNoToTrading/status/2018918288252965033) 2026-02-04T05:23Z 15.8K followers, [----] engagements "At least one high beta stock is behaving YTD: $RKLB" [X Link](https://x.com/SayNoToTrading/status/2018930871185907966) 2026-02-04T06:13Z 15.8K followers, [----] engagements "A lot of people were asking about $RMBS but didn't have time to reply. I only added a little on the earnings drop. I want $80s for more. When we see a major selloff in $MU $SNDK then $RMBS may get much more interesting. To be clear their selloff today is not major given how far they've come" [X Link](https://x.com/SayNoToTrading/status/2019138206776848885) 2026-02-04T19:57Z 15.8K followers, [----] engagements "@DigitalSamIAm $BMNR too" [X Link](https://x.com/SayNoToTrading/status/2019161720951058892) 2026-02-04T21:30Z 15.8K followers, [---] engagements "@rajatscribbles_ Nothing well informed to say about $USAR" [X Link](https://x.com/SayNoToTrading/status/2019163430213878138) 2026-02-04T21:37Z 15.8K followers, [---] engagements "@zacharygilula See my post from couple days ago on SpaceX. I only view it as hold because of that" [X Link](https://x.com/SayNoToTrading/status/2019164493339848997) 2026-02-04T21:41Z 15.8K followers, [---] engagements "@brent_e_trader Watch out for forced market orders and other scams to profiteer Citadel" [X Link](https://x.com/SayNoToTrading/status/2019167406128787779) 2026-02-04T21:53Z 15.8K followers, [----] engagements "@brent_e_trader Default order is market. Multiple clicks to switch to limit. Default desktop order is 24-hour vs. regular session. Both designed to screw you and enrich them for very profitable order flow" [X Link](https://x.com/SayNoToTrading/status/2019170642801881318) 2026-02-04T22:06Z 15.8K followers, [---] engagements "Disagree that's just because we're old. Whatever musicians and songs you liked best in youth follow you for life. Every decade people say the new music is garbage. Yet every decade after it endures and ages like a fine wine for that younger demographic. I know you don't live in the US anymore but all you have to do is look at all these [--] year olds going to has been washed up bands from their teen years. It's nostalgia. It's like that with every generation. Just like we don't understand our parents' and grandparents' music. I tried to buy a 2000s music catalog from Hipgnosis when they went up" [X Link](https://x.com/SayNoToTrading/status/2019468347164025176) 2026-02-05T17:49Z 15.8K followers, [---] engagements "@irbezek @ACapitalLP I respectfully disagree. My biggest complaint about the gen Z in my life is they spend all their time listening to $SPOT music rather than anything substantive. AirPods in constantly" [X Link](https://x.com/SayNoToTrading/status/2019472750423707867) 2026-02-05T18:06Z 15.8K followers, [---] engagements "At this point probably best for you to avoid financial news - especially X - for the rest of the day. Nothing positive from ruminating on all the doom and gloom. No one really knows what happens next for anything" [X Link](https://x.com/SayNoToTrading/status/2019544925277507780) 2026-02-05T22:53Z 15.8K followers, [----] engagements "I didnt think today could get any worse and then it did. Spam from AOC. My personal email has never been on file with any political party/org in my life (I despise all). I dont even use it for shopping or bills. Other emails for that. Yet I get this to ruin my day further https://twitter.com/i/web/status/2019554114146037824 https://twitter.com/i/web/status/2019554114146037824" [X Link](https://x.com/SayNoToTrading/status/2019554114146037824) 2026-02-05T23:29Z 15.8K followers, [----] engagements "Bitcoin $BTC bounce at exactly $60k. $60014 to be exact. Lets see what happens next" [X Link](https://x.com/SayNoToTrading/status/2019585867090923716) 2026-02-06T01:36Z 15.8K followers, [----] engagements "@TribeRuffner Too much drama today to talk about $MOH right now right" [X Link](https://x.com/SayNoToTrading/status/2019587442236649830) 2026-02-06T01:42Z 15.9K followers, [---] engagements "@DougCatsby I never owned but was always interested in operational efficiency of $DOCS. Then OpenEvidence launched. No touch for me" [X Link](https://x.com/SayNoToTrading/status/2019588206069752017) 2026-02-06T01:45Z 15.8K followers, [---] engagements "@griffonomics @VelanEther Thanks will listen when things calm down and Im not behind on all these earnings calls" [X Link](https://x.com/SayNoToTrading/status/2019589810390987139) 2026-02-06T01:51Z 15.8K followers, [---] engagements "@viveksworld For software I cant recall anything like this or even close. Because other major drops were not sector specific when it dumped this hard this fast" [X Link](https://x.com/SayNoToTrading/status/2019591276958794043) 2026-02-06T01:57Z 15.8K followers, [---] engagements "@brent_e_trader Never sell $AMZN unless it's a swap on lower cost shares" [X Link](https://x.com/SayNoToTrading/status/2019804683112698140) 2026-02-06T16:05Z 15.8K followers, [----] engagements "Yes I started buying $ORCL in the $180s and was able to cycle shares successfully until that floor fell out last week. Had [---] shares from $160s-$171 when that happened. Then we had the refi pop I didn't like developments at all but shares surged so I sold all in green. I don't do wash sales so I always need to sell in green if there's chance I may buy more [--] days. Last night I did buy [---] $ORCL yesterday but that's it. Higher conviction less risky stocks better deals right now. That said if we get to $120s will probably add [---] more. https://twitter.com/i/web/status/2019808810207228297" [X Link](https://x.com/SayNoToTrading/status/2019808810207228297) 2026-02-06T16:22Z 15.8K followers, [---] engagements "@saylor @AtlasHodld Just stop it @saylor. I'm not even joking when I say 50% of the hate for $MSTR lately is directly related to these cringe images. Not the $BTC plunge if you can believe it. Stop those and you will automatically be 50% less hated for real" [X Link](https://x.com/SayNoToTrading/status/2019809526673965272) 2026-02-06T16:24Z 15.8K followers, [----] engagements "@WinnerInvestor Molina is based in Long Beach and with Joe's compensation of $20M+ annually I'm willing to bet he lives nowhere around there. Place is a dump. That leaves $RKLB as the only investable company in Long Beach I can think of" [X Link](https://x.com/SayNoToTrading/status/2019815793563979926) 2026-02-06T16:49Z 15.8K followers, [---] engagements "@RedRoccck Congrats. If $BILL revisits $40-41 I will probably buy these back but there are simply too many higher conviction buys from yesterday. Im going to be picky as to what is kept from this fire sale" [X Link](https://x.com/SayNoToTrading/status/2019841479058026748) 2026-02-06T18:31Z 15.8K followers, [---] engagements "@TryHarderInvest @aleabitoreddit Have not doubled-down on $BULL shit yet" [X Link](https://x.com/SayNoToTrading/status/2019851683040534706) 2026-02-06T19:12Z 15.8K followers, [---] engagements "Misses nuances though. Payroll providers not comparable to other per seat providers. With strict regulatory compliance and financial transactions involved what's more likely is payroll providers incorporate LLMs further rather than a business build their own payroll and HR system. Think about it. From liability perspective you want to be an arms dealer and not fight the war yourself. LLMs would not want direct liability. Similar for tax prep" [X Link](https://x.com/SayNoToTrading/status/2019874322035495400) 2026-02-06T20:42Z 15.8K followers, [---] engagements "@DividendTalks Time to remove that last one $MOH from quality lists. It was during 00s 10s and Biden era but not anymore. $MOH $CNC $UNH $CI $ELV As I told you last month I exited all Molina LEAPs when stock was in the $180s. In light of disastrous earnings I am now selling my [---] shares from $139. That means I'll be entirely out. Why When facts change we must too. Management continues to https://t.co/IBSqULFhIZ $MOH $CNC $UNH $CI $ELV As I told you last month I exited all Molina LEAPs when stock was in the $180s. In light of disastrous earnings I am now selling my [---] shares from $139. That" [X Link](https://x.com/SayNoToTrading/status/2019884503532257296) 2026-02-06T21:22Z 15.9K followers, [----] engagements "@WinnerInvestor The clue was fintwit fav. Payments messy these days" [X Link](https://x.com/SayNoToTrading/status/2019912582606516737) 2026-02-06T23:14Z 15.8K followers, [---] engagements "$BILL is a frustrating one search my feed for prior posts. Been in for years riding from bottom up and then back down over and over. So basically a huge loser. Finally sold a few days ago around $49 cost basis $41 during last earnings plunge. Got in some on Wed at $37 but sold today. It will get bought I think. Too much babysitting when we have $INTU down here as alternative. Not a trader but $BILL move today is short covering and since I only got one little buy in its going bye-bye. https://t.co/IfIDiJUetd Not a trader but $BILL move today is short covering and since I only got one little" [X Link](https://x.com/SayNoToTrading/status/2019919591523430885) 2026-02-06T23:42Z 15.8K followers, [---] engagements "@marc_slans I was helping them out today on that" [X Link](https://x.com/SayNoToTrading/status/2019924960458993844) 2026-02-07T00:03Z 15.8K followers, [---] engagements "@DeanEigenmann Interesting if true" [X Link](https://x.com/SayNoToTrading/status/2019932030419759480) 2026-02-07T00:31Z 15.8K followers, [---] engagements "@KeithWatson420 Yeah the State of California (and many others) do that intentionally. They know they need to keep public sector jobs even though they could easily be eliminated. Because a lot of people working these jobs are unemployable at a living/good wage in private sector" [X Link](https://x.com/SayNoToTrading/status/2019945135061234157) 2026-02-07T01:23Z 15.8K followers, [--] engagements "@joedab12 @NewsEquities @buccocapital I know that's why at Schwab it's my income portfolio and hard asset type stuff. Things which sit there often for many years untouched" [X Link](https://x.com/SayNoToTrading/status/2019947555149557845) 2026-02-07T01:33Z 15.8K followers, [---] engagements "@jrouldz Always bothers me how we dont respect and celebrate roofers tow truck drivers and other dangerous jobs. Previously garbage guys were in this before automated trucks which lift the bins" [X Link](https://x.com/SayNoToTrading/status/2019956682558935317) 2026-02-07T02:09Z 15.8K followers, [---] engagements "@SixSigmaCapital MA Dude why are you always mixing Mastercard into every conversation" [X Link](https://x.com/SayNoToTrading/status/2019976867273650318) 2026-02-07T03:29Z 15.9K followers, [----] engagements "@WordBroWord Not AI but VantageScore continuing to make inroads that has always been my biggest concern with $FICO. Almost all lending will always be done on standardized models. However more players weakens pricing power" [X Link](https://x.com/SayNoToTrading/status/2020213686925935078) 2026-02-07T19:10Z 15.9K followers, [---] engagements "@Pan_Gu_ I have a lot more concerns on $FDS now vs. last year so no I would not classify it among least susceptible" [X Link](https://x.com/SayNoToTrading/status/2020214793110790329) 2026-02-07T19:15Z 15.8K followers, [---] engagements "@gravitywellfund @WinnerInvestor Plus horrific dispute resolution. People hate me for saying it but $UBER service is so bad now too first chance of real disruption I'm rooting for it (and I own the stock)" [X Link](https://x.com/SayNoToTrading/status/2020215221382779335) 2026-02-07T19:16Z 15.8K followers, [---] engagements "@Veganhippo21 @bobspaysubstack Thank you for the nice overview @Veganhippo21" [X Link](https://x.com/SayNoToTrading/status/2020215751626694909) 2026-02-07T19:19Z 15.8K followers, [--] engagements "@ZaStocks .and I hate $S even more" [X Link](https://x.com/SayNoToTrading/status/2020216815692255659) 2026-02-07T19:23Z 15.8K followers, [---] engagements "@liv_alive_sf Stocks dont bottom on fundamentals though they bottom on perception shift. Less bad than feared is all thats needed for a face-ripping rally" [X Link](https://x.com/SayNoToTrading/status/2020532101788184673) 2026-02-08T16:16Z 15.8K followers, [---] engagements "@DrewCohenMoney Everything is marketing with Bombastic Bill but I dont think thats a bad thing. So much today vying for our attention. Whether politics or business over-the-top is what it takes to be on top" [X Link](https://x.com/SayNoToTrading/status/2020537060923191464) 2026-02-08T16:35Z 15.8K followers, [--] engagements "@BMNRBullz Thats absolute peanuts relative to their near $10B size. Disappointing" [X Link](https://x.com/SayNoToTrading/status/2020543303452917969) 2026-02-08T17:00Z 15.8K followers, [----] engagements "@RentYourStocks Yep" [X Link](https://x.com/SayNoToTrading/status/2020733633527767070) 2026-02-09T05:36Z 15.8K followers, [---] engagements "@DivesTech Thank you Dan us $NOW bagholders need every pumper we can get" [X Link](https://x.com/SayNoToTrading/status/2020879291291218414) 2026-02-09T15:15Z 15.9K followers, [----] engagements "@BitMNR @coinbase @MrBeast We were expecting way more than $40M in Ether buys when price was $1800 last week. You said you were hoping for $2k again to load up but $40M relative to $9.42B $BMNR market cap is nothing" [X Link](https://x.com/SayNoToTrading/status/2020894967217242477) 2026-02-09T16:18Z 15.9K followers, [----] engagements "@CalebFranzen @saylor Anyone who thinks their timing is bad on buying stocks BTC or anything else just read above to feel better about yourself" [X Link](https://x.com/SayNoToTrading/status/2020904330057097286) 2026-02-09T16:55Z 15.8K followers, [----] engagements "@trynot2worry I remember you said you bought at tariff lows I see that buy on there" [X Link](https://x.com/SayNoToTrading/status/2020911292782174286) 2026-02-09T17:22Z 15.9K followers, [---] engagements "@StockzOnTap Its SBC thats biggest $S issue. Any long term charts arent useful because of it" [X Link](https://x.com/SayNoToTrading/status/2020948205714964528) 2026-02-09T19:49Z 15.9K followers, [---] engagements "@ccjdjff I sold my highest cost $CRDO on this holding [---] at $98 from last week" [X Link](https://x.com/SayNoToTrading/status/2020994012367421654) 2026-02-09T22:51Z 15.9K followers, [---] engagements "@taobanker Why torture yourself If youre insisting on second tier social seems $RDDT less painful prospects. To correct myself $YELP is more like tenth tier social" [X Link](https://x.com/SayNoToTrading/status/2021005955887136854) 2026-02-09T23:39Z 15.9K followers, [----] engagements "@gibby_joe52901 Last year was $GOOG adds I feel like this is the season for $MSFT adds" [X Link](https://x.com/SayNoToTrading/status/2021275356209217604) 2026-02-10T17:29Z 15.9K followers, [---] engagements "@AKWilk $WCN deal yesterday and still today" [X Link](https://x.com/SayNoToTrading/status/2022351527428657258) 2026-02-13T16:45Z 15.9K followers, [---] engagements "@dividendology $SAIL is a hodgepodge of Thoma Bravo relics. Dont care whether or not its resilient dont want it. Grok has been telling me opposite on $GWRE no matter how much data I give it to incorporate. As such havent added on it" [X Link](https://x.com/SayNoToTrading/status/2021374339321635014) 2026-02-11T00:02Z 15.9K followers, [----] engagements "@BillRMcDermott Bill your $NOW ownership excluding SBC is lower than mine. That's unacceptable. Put your money where you mouth is and do an open market BUY of your stock. Not a token buy either" [X Link](https://x.com/SayNoToTrading/status/2021657136426872928) 2026-02-11T18:46Z 15.9K followers, [----] engagements "I get that the 10M shares Amkor $AMKR secondary offering is non-dilutive since it's the Kim family selling. I also get we badly need full domestic packaging capabilities. Still there are good reasons I didn't buy this stock a year ago. Just because it's an essential business doesn't mean it's a good business for buy and hold. Stats via @gurufocus @GurufocusC . Low margins and cyclicity make this one a lot riskier to buy at the top. https://twitter.com/i/web/status/2022343398880117233 https://twitter.com/i/web/status/2022343398880117233" [X Link](https://x.com/SayNoToTrading/status/2022343398880117233) 2026-02-13T16:13Z 15.9K followers, [----] engagements "I'm selling $AON not because it won't bounce but because peers like $AJG and $BRO are more broker-centric and therefore more attractive here. Yes I know the insider AON purchase today. I don't give a shit. I want emphasis on insurance brokerage. Consider that "human capital" (i.e. consulting) is 1/3 of $AON business. I want the other 2/3rds of the biz not the 1/3 equal to $ACN $KFY $WTW. Also about $BRO people are idiots selling it off thinking customers are comparable to get a quote on Geico in [--] mins type of customer. Brown & Brown = high net worth with a half-dozen or more policies" [X Link](https://x.com/SayNoToTrading/status/2022399524984267137) 2026-02-13T19:56Z 15.9K followers, [----] engagements "@invest091 Was watching $TOST yesterday working out did you see the after hours plunge Was surprised to see it up today. $SPSC did opposite" [X Link](https://x.com/SayNoToTrading/status/2022435588205613498) 2026-02-13T22:19Z 15.9K followers, [---] engagements "@QualityInvest5 You can group $TEAM up with $PME.AX and the other few successful public Aussie tech co's. Always excessively valued because they are their hometown heroes being bid up. Aussie's inferior mag [--]. Unlike $NOW TEAM is not #1 anything they do" [X Link](https://x.com/SayNoToTrading/status/1885108877760618591) 2025-01-30T23:32Z 15.9K followers, [---] engagements "Anyone own or follow $FIHL Fidelis Insurance I own a tracking position of [---] shares a couple bucks lower. Noticed drop today but didn't add because I think digging in is justified. These Bermuda-based entities always give me pause. Reason I only have [---] $ACGL. At least $KNSL is US based but has some uncomfortable entities. https://twitter.com/i/web/status/1892678400252510517 https://twitter.com/i/web/status/1892678400252510517" [X Link](https://x.com/SayNoToTrading/status/1892678400252510517) 2025-02-20T20:51Z 15.9K followers, [----] engagements "Great article on Seeking Alpha by @LeoNelissen on what used to be called trannies before that term was no longer PC. I'm talking transports like $UNP $CP $CNI $ODFL $SAIA which I've been buying lately as you know if you follow me. This quote from article and chart you should pay attention to: "Using the iShares U.S. Transportation ETF $IYT as a benchmark we see the IYT/S&P [---] ratio (including dividends) has been in a downtrend since early [----] reaching the lowest level in at least two decades one early May." And yes I agree with you Leo that $UPS is not a great LT investment. I had picked it" [X Link](https://x.com/SayNoToTrading/status/1919603947230396627) 2025-05-06T04:03Z 15.9K followers, [----] engagements "Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost 500% in [--] years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem" [X Link](https://x.com/SayNoToTrading/status/1927594202877010306) 2025-05-28T05:14Z 15.9K followers, [----] engagements "Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $100 per acre from what I remember. The investment thesis back then was" [X Link](https://x.com/SayNoToTrading/status/1937635979860545552) 2025-06-24T22:16Z 15.9K followers, [----] engagements "Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost [---] shares. Circle K food is kind of a joke compared to Casey's pizza right https://twitter.com/i/web/status/1945675351352541423 https://twitter.com/i/web/status/1945675351352541423" [X Link](https://x.com/SayNoToTrading/status/1945675351352541423) 2025-07-17T02:42Z 15.9K followers, [----] engagements "Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if [--] share is all it takes to be top story" [X Link](https://x.com/SayNoToTrading/status/1953497866334253525) 2025-08-07T16:46Z 15.9K followers, 20.3K engagements "$FIHL $KSIOF $POWL $QXO $KRMN $LOAR These are my smallest tracking positions and I'm hoping some earnings drama allows me to add more. Specifically I think $LOAR has good potential for bad earnings tomorrow. Look what happened to $TDG. Fidelis Insurance $FIHL earnings after close tomorrow but this is Bermuda-based. Would never want to put more than $20k into it. https://twitter.com/i/web/status/1955368184439316947 https://twitter.com/i/web/status/1955368184439316947" [X Link](https://x.com/SayNoToTrading/status/1955368184439316947) 2025-08-12T20:37Z 15.9K followers, [----] engagements "When it comes to SaaS stocks safer from AI disruption Guidewire $GWRE earnings are case in point. While they provide platforms/backend for P&C insurers Ive also talked recently about complimentary (non-competing) Verisk Analytics $VRSK as they have decades of proprietary data you cant just vibe code. https://twitter.com/i/web/status/1963748083445166420 https://twitter.com/i/web/status/1963748083445166420" [X Link](https://x.com/SayNoToTrading/status/1963748083445166420) 2025-09-04T23:36Z 15.9K followers, [----] engagements "$FIGR IPO tomorrow along with $LBRX. $GEMI and $LGN on Friday. The last time I remember seeing this many IPOs at once as in the breadcrumbs pushed on the retail brokers it was over [--] years ago. Didn't go away overnight but didn't last too long either" [X Link](https://x.com/SayNoToTrading/status/1965983019623403909) 2025-09-11T03:37Z 15.9K followers, [----] engagements "No interest in StubHub $STUB IPO. If you're in this space you want to be as high up on the food chain as possible. Similar to how owning $V and $MA is better (less risky) than owning payment processors like $FI and $PYPL. It's not like $STUB is a new company. Been around [--] years. Storied ownership history including $EBAY. The one good thing going for it is now back in the founder's hands. Not saying concerts and sporting events are as cyclical as airlines and cruises but they're up there. I own Live Nation $LYV and it's the only one in space I like. Because they are a monopoly that would" [X Link](https://x.com/SayNoToTrading/status/1968327957510025621) 2025-09-17T14:55Z 15.9K followers, [----] engagements "Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the" [X Link](https://x.com/SayNoToTrading/status/1969127354313425053) 2025-09-19T19:52Z 15.9K followers, [----] engagements "Do you know what the #1 reason is to not buy Fannie Mae $FNMA and Freddie Mac $FMCC stock Doing so supports Bill Ackman who is a snake for what he did to $UNH. He also pumped Fannie and Freddie during last trading day of [----]. This inflated returns on his fund and therefore his fees. Search my feed for details. You know what's somewhat similar though which you can buy and not benefit him Farmer Mac $AGM. Not in conservatorship so it's not that story. Though it is a gov sponsored mortgage story but for agriculture. As you can see from returns chart even if you bought at peak of real estate in" [X Link](https://x.com/SayNoToTrading/status/1975653606612234404) 2025-10-07T20:05Z 15.9K followers, 17.8K engagements "Continuing topic as to what goes yin when market goes yang I already discussed $MKTX from Friday. Another example was $CSL. My highest cost [--] were at $320-321. Was able to double down at mid-day lows of $316 and then unload the higher cost in green. Did this with a few other positions on Friday too. Even on ugly days there are always places to make money the very same day even if market closes at the lows. Carlisle is one of the very best building suppliers among all which are public. $SPY beating CAGR long term. https://twitter.com/i/web/status/1977588060411015255" [X Link](https://x.com/SayNoToTrading/status/1977588060411015255) 2025-10-13T04:11Z 15.9K followers, [----] engagements "Re-branded Marsh $MMC took down all the insurance brokers $BRO $AJG $BWIN and $GSHD. I want to talk about that last one because no one does. Goosehead Insurance. Down 37%% YTD this small cap IPO'd exactly [--] years ago to the day (Oct [--] 2020) and was super hot out of the gate peaking a year later in the $170s. Today it's $66. As far as noteworthy investors in it as of last quarter it was 0.38% of AUM for Chuck Akre's firm. Fairly large weighting considering it's only a $2.5B market cap. They are underwater significantly. Goosehead Insurance is a non-captive agency operating a franchise model" [X Link](https://x.com/SayNoToTrading/status/1980289311615652206) 2025-10-20T15:05Z 15.9K followers, [----] engagements "@taobanker Remember what Druck says Think [--] months ahead Hospice $CHE" [X Link](https://x.com/SayNoToTrading/status/1981846649870897632) 2025-10-24T22:13Z 15.9K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SayNoToTrading Say No To Trading
The investor is actively buying and selling various stocks, including Watsco ($wso), Roper Technologies ($rop), and Chemed ($che), while sharing their thoughts on earnings reports and company performances. They also expressed interest in stocks like Marriott ($mar), Copart ($cprt), and Paychex ($payx), and shared concerns about certain companies like Cava ($cava) and Sprouts Farmers Market ($sfm). The investor is rotating out of some holdings, such as Fiserv ($fi), and into others, like CSW Industrials ($csw).
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Social Influence
Social category influence stocks 80.54% finance 36.7% technology brands 21.43% cryptocurrencies #6219 financial services #1273 countries 1.48% exchanges #6015 currencies 0.74% automotive brands 0.74% social networks 0.49%
Social topic influence stocks #659, if you 5.91%, ai 5.42%, $now #54, in the #3032, money 3.69%, $unh #66, $amzn #611, $spgi #66, $intu #61
Top accounts mentioned or mentioned by @winnerinvestor @dougcatsby @griffonomics @velanether @10009nyny @trynot2worry @william_r2rclub @brent_e_trader @gurufocus @brentetrader @triberuffner @aleabitoreddit @veganhippo21 @joedab12 @buccocapital @sixsigmacapital @bobspaysubstack @tim19662078 @stockmktnewz @irbezek
Top assets mentioned Now Coin (NOW) UnitedHealth Group (UNH) Amazon.com, Inc. (AMZN) S&P Global Inc (SPGI) Intuit Inc. (INTU) Rocket Lab USA, Inc. Common Stock (RKLB) Axon Enterprise, Inc. (AXON) Moody's Corporation (MCO) Waste Connections, Inc. (WCN) Molina Healthcare, Inc. (MOH) Robinhood Markets, Inc. (HOOD) Verisk Analytics, Inc. (VRSK) Watsco, Inc. (WSO) BITMINE IMMERSION TECH (BMNR) Fluidity (FLY) MarketAxess Holdings Inc. (MKTX) Adappter Token (ADP) Loar Holdings Inc (LOAR) Firefly Aerospace (FLY) Autozone Inc (AZO) Credo Technology Group Holding Ltd (CRDO) Crowdstrike Holdings Inc (CRWD) Palo Alto Networks Inc (PANW) Bitcoin (BTC) Microsoft Corp. (MSFT) Helium IOT (IOT) Morningstar, Inc. (MORN) Msci Inc (MSCI) Factset Research Systems, Inc. (FDS) PayPal Holdings Inc (PYPL) GFL Environmental Holdings Inc. (GFL) Waste Management, Inc. (WM) Republic Services, Inc. (RSG) Zscaler Inc (ZS) Centene Corp (CNC) Rubrik, Inc. (RBRK) Bill.com Holdings, Inc. (BILL) AppLovin Corporation (APP) Linde PLC (LIN) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) Mastercard, Inc. (MA) GUIDEWIRE SOFTWARE, INC. (GWRE) TransDigm Group, Inc. (TDG) Fair Isaac, Corp. (FICO) Oracle Corporation (ORCL) Paychex, Inc. (PAYX) Casella Waste Systems Inc (CWST) Progressive Corp (PGR) Texas Pacific Land, Corp. (TPL) LandBridge Company LLC (LB) Atlassian Corporation PLC (TEAM) Redwire Corporation (RDW) Roper Technologies Inc (ROP) Bedrock (BR) Manhattan Associates, Inc. (MANH) Descartes Systems Group Inc (DSGX) SPS Commerce, Inc. (SPSC) Hims & Hers Health, Inc. (HIMS) Trimble Inc (TRMB) Paylocity Holding, Corp. (PCTY)
Top Social Posts
Top posts by engagements in the last [--] hours
"Yet another reason to hate Sprouts Farmers Market $SFM stock. Who puts propylene glycol a synthetic to absorb water and used for de-icing planes in their salad dressing Ill tell you who a grocery store out of touch with their target audience. Out of touch prices too"
X Link 2025-12-23T02:12Z 15.9K followers, [----] engagements
"Something to consider. $MANH and $SPSC while not exact peers but close both suffered brutal selloffs on earnings. Another very high quality related name Descartes Systems $DSGX reports March 5th. Look out below or not"
X Link 2025-02-12T19:30Z 15.8K followers, [---] engagements
"$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I"
X Link 2025-03-02T06:12Z 15.8K followers, [----] engagements
"I see BellRing Brands $BRBR is down after hours around 9% on earnings. This has been a heavily hyped stock in the past year or so by boomer analysts due to protein craze. Pumped in Barron's CNBC etc. Thing is despite wonderful short term performance I have had zero interest in stock because it is not one I would want to own long term. Simply put I do not believe in their products like Premier Protein. It's basically this decade's version of Ensure or Boost (many of the same buyers too). Successful with $COST stocking but doesn't mean it's mass appeal to younger demos. Most younger people are"
X Link 2025-05-05T23:11Z 15.9K followers, [----] engagements
"If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since [----] tech wreck $VEEV oscillates between $160 to low $200s like clockwork. Today at $279 it FINALLY broke out of the funk taking out the Aug [--] [----] high of $227. Though still below the low $300s of [----] and [----]. I'll just continue to wait in disappointment at the 5x roundtrips it has done from $160 to $200 since I've owned it. In case you don't know $VEEV announced their breakup with Salesforce $CRM in Dec 2022."
X Link 2025-05-29T20:34Z 15.9K followers, 10.8K engagements
"I was asked about Alexandria Real Estate $ARE and here is why I am NOT interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P [---] until [--] years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was 3% and sometimes 2%. Bottomed at 1.99% in [----] Here's why I'm NOT buying despite likely"
X Link 2025-06-05T13:05Z 15.8K followers, 11.4K engagements
"For American holders of Evolution AB $EVO.ST $EVVTY $EVGGF what the hell is going on with most recent foreign dividend tax withholding Yeah I get the 30% but if you do the math on this it's a negative dividend Small holding so haven't bothered to call this broker's treacherous customer service yet but noticed same thing happened on today's dividend from Euronext $ENX.PA $EUXTF $ERNXY. As I've said before I hate foreign stocks with dividends because the foreign taxes paid are not tax deductible. So you get taxed twice. I wish they would just do buybacks. Don't try and argue with me and say"
X Link 2025-06-09T17:49Z 15.8K followers, [----] engagements
"For those who forgot when Raytheon and United Technologies merged in [----] they spun off Carrier $CARR and Otis. 14% drop on $OTIS earnings this morning though it's coming off lows. The recurring revenue it generates from elevator and escalator maintenance is the definition of mandatory. I've owned the other parts of mothership since so why not $OTIS Because I absolutely hate elevators. Not a phobia or anything. They encourage laziness and they're too slow if just going a few floors. Even in NYC I would use the stairs on a 20-floor room hotel. Not faster but good for you. Last [--] houses"
X Link 2025-07-23T14:25Z 15.8K followers, [----] engagements
"If you know your stock market trivia you will know 10-27-2023 was a low for many many stocks. For numerous holdings I have lots purchased on this date. Small cap $EXPO Exponent was one. Only one purchase. Intraday low so it has literally never been underwater since not even for an hour. But look where we are now and earnings today after close. Similar to $COST $FICO and similar high multiple stocks $EXPO underwent a re-rating over the last [--] or so years. With all of these much of the gains come from multiple expansion rather than correlating growth. However everyone talks about Costco and"
X Link 2025-07-30T18:55Z 15.9K followers, [----] engagements
"If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a [--] for [--] split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the [--] for [--] shares were distributed. Not applicable to $BYDDY ADR. https://twitter.com/i/web/status/1950985945169404145 https://twitter.com/i/web/status/1950985945169404145"
X Link 2025-07-31T18:24Z 15.8K followers, [----] engagements
"Top [--] stocks with market caps of $10B+ ranked by short interest: [--]. Rocket Companies $RKT short interest 31.82%. [--]. Hims & Hers Health $HIMS 30.00%. [--]. Moderna $MRNA 17.02%. [--]. AST SpaceMobile $ASTS 16.96%. [--]. Mobileye Global $MBLT 16.53%. [--]. Hyatt Hotels $H 16.30%. [--]. MP Materials $MP 15.98%. [--]. Super Micro Computer $SMCI 15.40%. [--]. GameStop $GME 15.24%. [--]. Omnicom Group $OMC 14.81%. Was not expecting Hyatt Verified on Fintel and it's legit. https://twitter.com/i/web/status/1953973214402818445 https://twitter.com/i/web/status/1953973214402818445"
X Link 2025-08-09T00:14Z 15.8K followers, [----] engagements
"SaaS and related names least prone to AI disruption = those with a physical real world aspect which can't be vibe coded. $AXON = body cams $ISRG = robotics + challenging medical regulations Also $GRMN $IOT $CGNX $TRMB What are some good names to add to this list Or to agree/disagree with Not real world but $NOW users please share feedback on disruption risks. With the SaaS scare based on AI disruption Im working on a watchlist of software stocks with a strong physical aspect to improve moat. So far I came up with $AXON $ISRG $GRMN $IOT $AIOT $CGNX $TRMB ( $CAT $DE they are physical+ small"
X Link 2025-08-13T15:30Z 15.8K followers, [----] engagements
"On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to 90% for some users automating reviews while maintaining human oversight."
X Link 2025-08-18T16:39Z 15.8K followers, [----] engagements
"Unpopular opinion: If you're bullish China might be safer to long $CROX here over $PDD $BABA $TCEHY This may convince you of that in [--] mins: https://www.youtube.com/watchv=xOBggykgTAM http://3690.HK https://www.youtube.com/watchv=xOBggykgTAM http://3690.HK"
X Link 2025-08-23T18:13Z 15.8K followers, 12.6K engagements
"White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all [--] with $WTM being the laggard. Back in [----] White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to 70% ownership in [----]. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting"
X Link 2025-09-03T15:04Z 15.9K followers, [----] engagements
"Morningstar $MORN not a great sign when you take out that April 7th low"
X Link 2025-09-04T15:15Z 15.8K followers, [----] engagements
"I often enjoy the small wins more than the big ones. MarketAxess $MKTX vs. Tradeweb $TW today is that win. On Tues I listed all the tickers I had just spent $250k on (by end of day it was more). $MKTX was among them. This has been one of the most disappointing financials coming out of Covid and has required constant cycling of shares on way down as to not lose money. Sold my $188 lot today once green now only holding these $179 from Tues. Meanwhile look at $TW chart today. Opposite direction. Hey I own both so I am allowed to trash Tradeweb."
X Link 2025-09-05T15:50Z 15.9K followers, [----] engagements
"Oracle $ORCL vs. Morningstar $MORN Hear me out. I'm not saying Joe Mansueto is some Larry Ellison but both are founders owning 35% and 40% of their companies' stock respectively. Joe is [--] and probably has more time left than Larry [--]. No one is as cutthroat and as obsessed with winning as Larry. Still I think it's too early to count out Joe and $MORN on the basis of being an AI casualty. As I've said before what I like best about them is their tiny Morningstar DBRS division a global credit rating agency. This is a business they've only been in since [----]. DBRS is one of only four CRAs"
X Link 2025-09-11T18:51Z 15.8K followers, [----] engagements
"Had to walk dog last [--] mins 'til close so I missed this IDEX $IEX drop to $159.59. Which coincidentally is my exact cost basis. I would have added [--] at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid [--]. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next [--] years."
X Link 2025-09-17T23:15Z 15.8K followers, [----] engagements
"$MSCI and $MORN down today in sympathy with $FDS earnings. Then I start looking and even $SPGI is down 6% and $MCO 5% both of which are too distant from FactSet"
X Link 2025-09-18T18:10Z 15.8K followers, [----] engagements
"Just doubled my London Stock Exchange $LSEG $LDNXF $LNSTY position first buy was in March [----] during the banking/financials scare. In sympathy with $FDS $MORN $SPGI $MSCI $MCO sell off in $LSEG.L related to data and analytics e.g. Refinitiv (yes I refuse to call it the re-branded LSEG). I bought shares via F instrument which are ownership of the native foreign shares. Don't want to re-explain it every time I list an F ticker but research it if you're not familiar. Will NOT buy $LNSTY because it's an unsponsored ADR. Would rather pay $50 trade fee for $LDNXF. Speaking of exchanges I own"
X Link 2025-09-19T15:46Z 15.8K followers, 12.5K engagements
"If MarketAxess $MKTX stays down here I think there's a good chance it gets taken out. EV of $6.2B (net cash positive) makes it bite-sized for $ICE or $CME. Possibly $CBOE but less of match. Even a smaller or international name could come in. Being bond trading shouldn't garner much anti-trust scrutiny since overlap is minimally related to non-existent. Even if you put a $230 price tag on $MKTX deal should still be accretive for most suitors. https://twitter.com/i/web/status/1970154769131200895 https://twitter.com/i/web/status/1970154769131200895"
X Link 2025-09-22T15:54Z 15.8K followers, [----] engagements
"Buying the Paychex $PAYX earnings drop does not entice me for the same reason I'm not yet interested in $ADP despite its favorable valuation to recent history. Both of these as well as Paycom $PAYC and Paylocity $PCTY are going to be at ground zero if we get surging unemployment from AI. We're in a rate cutting cycle which reduces the interest they generate on funds before disbursement. This too will worsen if unemployment spikes as rate cutting will get more aggressive. https://twitter.com/i/web/status/1973037206534328436 https://twitter.com/i/web/status/1973037206534328436"
X Link 2025-09-30T14:48Z 15.8K followers, [----] engagements
"Dare I say Jack Henry $JKHY at $146 is what I would strongly prefer over $PYPL at $67 No I won't say it. That would result in too many emotionally charged comments from the Paypal mob on here"
X Link 2025-10-01T16:14Z 15.8K followers, [----] engagements
"Someone was asking about $SPGI yesterday. Here are my recent adds. Not doing serious buying yet. Given narrative of AI eating research and data (which is huge chunk of their biz) there are better deals at center of controversy like $MORN $FDS. As mentioned $MSCI still too loved here. If $SPGI goes to $450-460s I'll bump up buy increment to [--] shares. On rebound will only hold lowest cost [--] or [--] depending where we land. Remember we hit $435 on April 7th intraday low as you can see. A lot of non-AI stocks are flirting with the April 4-9th levels."
X Link 2025-10-07T15:35Z 15.8K followers, [----] engagements
"This pattern is really starting to piss me off Here's the one year chart of Waste Connections $WCN. You can see where it hits $170. Two Thursdays ago I had the mid-day dog walking duty which inconveniently is 12-1 pm. Last hour of trading. On that Thursday $WCN hit $170.xx briefly but I missed it thanks to the recently unusable Fidelity app. Today also Thursday exact same situation. This time I was able to buy but not ideally. Would have done better at desktop for sure. $WM $RSG $CWST also interesting here. https://twitter.com/i/web/status/1976414595490496985"
X Link 2025-10-09T22:28Z 15.8K followers, [----] engagements
"What was my #1 favorite stock from yesterday If you're a newer follower you should definitely read this as it explains how I buy and sell. MarketAxess $MKTX and $PYPL have a lot of similarities actually. However one is an X favorite while the other X couldn't care less about. I'm sure you've seen the below chart from @fiscal_ai or ones like it circulating on here for $PYPL. You can chart the same for $MKTX but it's even cleaner. Despite the disastrous drawdown in MarketAxess stock which I have been posting about as long as I've been on here I make money on every transaction for it. I'm"
X Link 2025-10-11T15:07Z 15.8K followers, [----] engagements
"Marsh & McLennan Companies $MMC was always too long but the re-branding to just Marsh need I remind you of that definition It's a synonym for swamp"
X Link 2025-10-16T19:39Z 15.8K followers, [----] engagements
"Watsco $WSO $WSO.B AAON $AAON and CSW Industrials $CSW are ultra low liquidity small to mid cap HVAC stocks which have never failed on me during drops. Because their movements are so amplified and irrational. How irrational Get this. on the ex-dividend date for Watsco last week the stock opened UP $10. On that date it should be DOWN $3 as that was the dividend amount. I can't count the times when my orders are the bid or ask for extended periods of time on this name as well as $CSW. Unloaded my highest cost $WSO today. Went through a few thousand shares the past few weeks to capture these"
X Link 2025-10-20T17:37Z 15.8K followers, [----] engagements
"In HVAC I mostly talk about $AAON $FIX $WSO maybe a little $CARR and even some Daikin $DKILF $DKILY once in a while but don't believe Lennox $LII stock I've ever mentioned before. Why would I Nothing to do with it since buying at the low April [--] [----]. As you can see from chart it never looked back. But now it's misbehaving again. Dropped 10% today on earnings mainly guidance. To demonstrate just how unreliable extended hours trading can be check out the headline from 9:00 am today reporting the stock being up on a beat. I did add [--] shares during last [--] minutes of trading today. Valuation is"
X Link 2025-10-23T03:46Z 15.8K followers, 13.9K engagements
"Just sold $PYPL high cost lot after going green. I don't care if it pops after earnings I am only holding my lowest cost $65 shares. Like risk/reward for my recent buys of $FI and $JKHY more than PainPal. However if $PYPL goes back down I will likely continue buying it"
X Link 2025-10-27T17:14Z 15.8K followers, 13.8K engagements
"Did same on $WSO and I did get my $350 shares"
X Link 2025-10-29T15:30Z 15.8K followers, [----] engagements
"With the exception of $GFL which reports next Wed we now have earnings from all the trash companies. The best were $CWST followed by $WCN. Both of these have been my favorites for small and large cap respectively. The worst were $WM $CLH and $RSG"
X Link 2025-10-31T15:17Z 15.9K followers, [----] engagements
"Took tax loss today on recently acquired $MMC. Search my feed for ticker to read details as to what I don't like about Marsh (& McLennan) relative to peers. Would rather have more of higher conviction $BRO and $AJG. Even when you strip out GFC debacle for Marsh BRO and AJG have demonstrated better performance fundamentally from 2015-2025 (ex-GFC) as well as the 20-year period of 2005-2025 (with GFC). Marsh also screwed up during dot-com. https://twitter.com/i/web/status/1984317050685440102 https://twitter.com/i/web/status/1984317050685440102"
X Link 2025-10-31T17:50Z 15.8K followers, [----] engagements
"Progressive $PGR stock has forward EV/revenue of [----]. This matches the July plummet in [----] when I first bought. Similar to $UNH Progressive is growing nicely on the top line. Unlike UnitedHealth there's no scandal. As for the bottom line also different situation. $PGR profitability is fantastic. In fact too fantastic. That's what caused the earnings selloff. The ugly EPS print was because they had to take a near $1B one-time charge due to being too profitable in Florida and therefore owing customers a refund. A good problem to have"
X Link 2025-11-04T04:09Z 15.8K followers, 19.4K engagements
"Whether its $FICO earnings or Pulte bullying case in point as to why I only hold lowest cost lot after rebound. So much easier and less stressful. If we revisit $1300 will consider adding more. Meanwhile Equifax $EFX at $207 have been buying lately. Lower quality different but related. https://twitter.com/i/web/status/1986193580181102655 https://twitter.com/i/web/status/1986193580181102655"
X Link 2025-11-05T22:07Z 15.8K followers, [----] engagements
"@cmo040958 I own both. Just saying only buying $LOAR here. Yes I agree. We should have @griffonomics do a NotebookLM comparing and contrasting the two. Also where the hell is my Firefly Aerospace NotebookLM Once you make it feel free to post it on my write-up on them today"
X Link 2025-11-13T23:58Z 15.9K followers, [---] engagements
"Builders FirstSource $BLDR just touched the June 2nd intraday low when I last bought. Last time it was at that price was the infamous Oct [--] [----]. Chart and low points very similar to a lot of high-quality non-tech long term winners in construction. I'm buying again. Names like $BLDR dependent on housing rebound which admittedly I have lower confidence on now vs. 6-12 months ago due to the mass deportations. Fewer people = fewer housing units needed. Perhaps the #1 catalyst as to why even the best multi-family REITs like $MAA $AVB $ESS $CPT have been so weak lately. Not rates. I know in"
X Link 2025-11-17T16:23Z 15.8K followers, [----] engagements
"@ActAccordingly $WSO $CPRT and my money is where my mouth is"
X Link 2025-11-22T01:26Z 15.8K followers, [---] engagements
"@long_equity $AZPN was acquired unfortunately. Was excellent opportunity as stand-alone but not mixed back in with $EMR"
X Link 2025-11-26T21:49Z 15.8K followers, [----] engagements
"Fascinating. Yeah and the $SNPS + $ANSS (which I also owned prior to sale) from what I'm understanding they believe what comes next will be more need on 3D multi-layered chip design to pack in more transistors. I get why people like $CDNS because of analog growth but last time it was value-priced was April (and I bought more then). Just seems like around this $380-410 level $SNPS is the best deal and it's not really close. I also own $TXN your husband chose which is nice to hear because at least someone likes it. I certainly don't lately but I know over next [--] years will be fine."
X Link 2025-11-30T19:13Z 15.8K followers, [---] engagements
"After today's move I'm guessing my $ODFL fun for the year is probably over. There's always next year. There are a small handful of stocks I've had 100s if not 1000s of buys and sells on the past few years and made money on 100% of the transactions. This is despite their 5-year charts being total downward disasters. However because they are non-degen real businesses no one https://t.co/YEb76GNUzs There are a small handful of stocks I've had 100s if not 1000s of buys and sells on the past few years and made money on 100% of the transactions. This is despite their 5-year charts being total"
X Link 2025-12-01T16:11Z 15.8K followers, [----] engagements
"@Eselim13 Wrong. Many high quality names have retraced and even gone below April lows. I write about them all. $ODFL is one example. Many others but not going to list them all because you're being an ass"
X Link 2025-12-03T05:49Z 15.8K followers, [---] engagements
"Yeah I saw that $229 print too. Was too busy with other stocks that moment. The bid/ask spread is crazy on a name like $CSW so often the lowest print isn't really reflective of substantial volume. Same with $WSO. Was just responding to another comment on that so still have the image in copy/paste. See the $323.05 print That was ONE transaction. The bid/ask was nearly $2 so my $324.24 was the low if you exclude that. For those doing non-round lets they can get even lower since orders are grouped for round lot. https://twitter.com/i/web/status/1996618689563820172"
X Link 2025-12-04T16:32Z 15.9K followers, [---] engagements
"$MSCI back on buying radar. As discussed this never really got cheap this year like $MCO $SPGI and similar did in April for a day or two. Last good time to buy was during ESG backlash in April [----]. If we go down a bit more I will likely add [--] more but not in the $530s"
X Link 2025-12-05T17:19Z 15.8K followers, [----] engagements
"W. R. Berkley $WRB stock down big on Mitsui Sumitomo taking 12.5% stake acquired directly from Berkley family. Not dilution. Is this really that bad Or surprising given their relationship Thoughts @CedarStResearch Added [---] shares. Though if I didn't get my Progressive $PGR adds at around $200 I would rather buy it at current price than $WRB at $67. https://twitter.com/i/web/status/1997012303318077871 https://twitter.com/i/web/status/1997012303318077871"
X Link 2025-12-05T18:36Z 15.8K followers, [----] engagements
"I'm eliminating a position: Parsons $PSN Prior to Friday's open share price around $20 higher. Biggest one-day drop ever for the stock. NOT earnings related. So why am I selling on extreme weakness This was one of the DOGE names I picked up. I focused only on the highest quality Parsons being one. All was going well as it was up 30%+ and then the news came they lost the multi-billion dollar contract to overhaul US air traffic control to Peraton. PE-backed by Veritas Capital. This is actually quite significant as $PSN was highly favored to win and for a now $9B market cap this is a lot of"
X Link 2025-12-06T14:14Z 15.8K followers, [----] engagements
"From the Constellation Software carnage so far it looks like we should have all just bought Lumine Group $LMN.V $LMGIF instead of more $CSU $CSU.TO $CNSWF. I've always been the least enthusiastic about this spin-off vs. Topicus $TOI.V $TOITF. In fact the only reason I added to it last month is because I was so annoyed with how tiny that spinoff value was. Added [---] to round it out to 1k. Didn't even get the bottom not even close yet $LMN.V still up 11-16% on those lots. If only $CSU would join. On a related note have bluntly said this in a couple replies yet it seems to be a topic too taboo"
X Link 2025-12-09T05:22Z 15.8K followers, [----] engagements
"Like I said $VEEV probably best for traders rather than investors. If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since [----] tech wreck $VEEV oscillates between $160 to low $200s like clockwork. Today at $279 it https://t.co/32G5kbK0I8 If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since [----] tech wreck $VEEV oscillates between $160 to low $200s like"
X Link 2025-12-11T01:22Z 15.8K followers, [----] engagements
"Zillow $Z $ZG selloff today feels quite similar to $BKNG selloff a couple weeks ago for same reason. That was short lived"
X Link 2025-12-15T16:36Z 15.8K followers, [----] engagements
"Keep in mind $WM $WCN $RSG $CWST will always have high earnings multiples because they're operating as rollup consolidators. They didn't always. People criticize EBITDA but it really does make sense with garbage companies. Forward was 12x when $WM was $194. Currently forward is 13.86x per @gurufocus . https://twitter.com/i/web/status/2000959414715736195 https://twitter.com/i/web/status/2000959414715736195"
X Link 2025-12-16T16:01Z 15.8K followers, [---] engagements
"Clearwater Analytics $CWAN to be acquired for $24.55 per share and I really hate this. Nothing sucks more than spending a couple dozen hours on a stock only to have it yanked from you for a few pennies a few months later. Permira Warburg got this for a steal. SCAM. As far as competitors I do own a lot of BlackRock $BLK (Aladdin) and some SS&C $SSNC (Advent) but $CWAN really had something special in term of growth potential next 5-10 years. It could have been a 5-bagger easily. https://twitter.com/i/web/status/2003353462424453393 https://twitter.com/i/web/status/2003353462424453393"
X Link 2025-12-23T06:34Z 15.8K followers, [----] engagements
"@StockMKTNewz @wisemancap $INGM Ha"
X Link 2025-12-29T05:30Z 15.8K followers, [----] engagements
"I know POET Technologies $POET has really been trending a few months now making list of WallStreetBets top [--] stocks for [----]. However a lot of people are glossing over the not-so-good. The core "POET" (Planar Opto-Electronic Technology) platform was invented by Dr. Geoffrey Taylor. He founded the tech in the early 2000s licensing it to Opel which rebranded to POET Technologies in [----]. He headed R&D until passing in [----]. Given those years keep in mind patent expirations With this IP $POET is developing an optical interposer platform designed to replace short-distance copper connections in"
X Link 2025-12-30T02:28Z 15.8K followers, 39.4K engagements
"My thoughts on $ALAB have not changed. I think there is no way we can compare what $ANET vs. $CSCO offers to what $ALAB offers which is so far a one-trick pony with a lot of competition and their product is non-essential. Plenty of other ways to go. Arista Networks (or inferior Cisco) is absolutely essential. Most setups need one or the other. But I don't recall ever saying I would never want to own $ALAB. I believe I said I do not want to own it at the valuations it has traded at. For that #1-3 above explain my thought process for buying. https://twitter.com/i/web/status/2006451713411105025"
X Link 2025-12-31T19:45Z 15.9K followers, [---] engagements
"@SteveUrkelDude So many quality industrials but no one on here follows them. $WSO an example"
X Link 2025-12-31T21:35Z 15.8K followers, [----] engagements
"When Zscaler $ZS started dumping from around $300 to $250-260 said it wasn't quite there for me yet to buy more. Now in the $220s we are at a forward EV/revenue of [----] with current at [----]. All charts from Gurufocus. Not the momentary valuation of 8.2x in [----] when I bought all mine at $95 but it's pretty attractive here at a forward of 10x. As you know cybersecurity stocks are all taking dump so it's also $CRWD $PANW $FTNT. I would say $S too but for that to dump it first would have to go up While I'd prefer $ZS at $200 here is good enough for me. Have added [---] shares but will likely only"
X Link 2026-01-04T18:34Z 15.9K followers, 12.1K engagements
"@Elarchy124 Selling high costs lots mostly. Buying $AZO and $CRDO"
X Link 2026-01-05T15:51Z 15.8K followers, [---] engagements
"Saw this headline. Made me reminisce about $DNA. No not Ginkgo Bioworks. Genentech back in Y2K. One of my very first stocks along with $ANF and $AEO (then $AEOS). Probably had [--] or [--] shares of $DNA back in the day"
X Link 2026-01-06T06:10Z 15.8K followers, [----] engagements
"When I wrote this on Friday buying $200k of Amazon $AMZN stock at $226 (now $242) you can tell from the comments I got who has no sense of humor whatsoever. Basically telling me I'm emotionally unstable in my buying. Not realizing that even though I joke about everything I'm dead fucking serious and probably way more than they are. You don't have to be both detailed obsessed and dry. Buying $AMZN truly is an addiction for me. No matter how much I own it's never enough. I always want more. My appetite for Amazon is insatiable. You know I will never tell you how much I own so stop asking. The"
X Link 2026-01-06T18:22Z 15.8K followers, 19.1K engagements
"House passes ACA subsidy renewal. Senate next. $UNH $CNC $MOH $OSCR"
X Link 2026-01-08T22:22Z 15.8K followers, 10.1K engagements
"Keep getting asked about Rubrik $RBRK given decline back to $70. For an add I'm targeting $68. Almost got there today. Given $ZS which is especially in dumps and more popular $CRWD $PANW on moderate sale it's hard to see $RBRK rebound before cybersecurity cohort does. Rubrik $RBRK earnings have it back to $80s. Fanbois would go crazy at me every time I brought up potential risks. Still have yet to receive real rebuttals just noisy replies. Intraday low of $65 on Nov [--] was indeed the bottom: Rubrik $RBRK earnings have it back to $80s. Fanbois would go crazy at me every time I brought up"
X Link 2026-01-12T16:10Z 15.8K followers, 12.3K engagements
"We've had a nice recovery in $CAVA and $CMG so I unloaded a bunch today. With both stocks as long as you scaled your buying on the way down you should be OK now even if you started early like I did. For example I started $CAVA adds in $60s and down to $40s. I had [---] at $47 but am only keeping [---] of those plus the [---] I have from [----] at $29. On $CMG I had sold highest cost lots for tax loss in December. Going into today I had [----] shares at $30. I sold [---] of those to give me enough gains to offset the loss I took on it last month. That way I can truly view these [----] as having a $30"
X Link 2026-01-12T18:54Z 15.8K followers, [----] engagements
"I know someone asked me about Sweetgreen $SG last week and I forgot to respond. Not yet. I will be unloading some but not right now I'm thinking not until mid $9s or higher. Maybe even $11. Despite the dire stories this stock got very cheap for what it was/is"
X Link 2026-01-12T19:35Z 15.8K followers, [----] engagements
"I talked about buying more AutoZone $AZO last week but for now that buying window is over for me. Back at $3500. $ORLY didnt quite get low enough for an add. They trade together. On to the next stock dip"
X Link 2026-01-12T23:00Z 15.9K followers, [----] engagements
"Personally my cut-off was around $3400 on $AZO. Some drawbacks to consider which I've talked about and everyone says I'm wrong. Which is fine I hope I am since I own the stock. (1) Online is real threat. People think AutoZone caters to repair guys who need part same-day. What they may not realize is with countless vehicle models and parts many/most are not stocked locally. The store has to order them. Actually I wrote about a week ago going there to buy some lubricants. Customer in front of me had to do just that - wait a couple days for part he needed. (2) For non-automotive parts such as"
X Link 2026-01-13T22:51Z 15.9K followers, [---] engagements
"After today's plunge for their fiscal year ending this July Intuit $INTU trades at 26x earnings. For the July [----] forward it's a [----]. That's the cheapest PE since [----]. Graph via Gurufocus"
X Link 2026-01-15T05:06Z 15.8K followers, [----] engagements
"@qcapital2020 Best on list $CWAN is only up because pending buyout. I waited until [----] to sell mine for taxes. Sad that the best are that category rather than organic performance"
X Link 2026-01-15T05:41Z 15.8K followers, [----] engagements
"Forgot to mention $ONTO which I also own. Even their long term chart is far better than $AEHR. Aehr Test might very well have the worst long term chart out of entire metrology cohort and like I said you're also dealing with risks of a few hundred mil market cap"
X Link 2026-01-15T19:10Z 15.9K followers, [----] engagements
"@MRatable Agreed. Which do you feel have lowest AI risk and why"
X Link 2026-01-16T22:37Z 15.8K followers, [----] engagements
"I did sell that $BILL position from $41 today only because I'd rather have more $INTU. is just like SentinelOne $S stock. Both around $5B market cap. Both public for around 5-6 years. Both have been a total disaster unless you were shorting or actively trading around. Their misery has gone on for far too long. The best thing for both is to be taken out to the woodshed (acquired). http://Bill.com http://Bill.com http://Bill.com http://Bill.com"
X Link 2026-01-17T00:18Z 15.8K followers, 10.8K engagements
"Serious question. Ive been on X exactly one year and during first several months I remember $HIMS and $PYPL seemed to be the fintwit favorites. What would you say the current favorites are Looking to a compile a list of stocks to avoid at least for now"
X Link 2026-01-17T18:02Z 15.8K followers, [----] engagements
"Think about it. $WBI not only deals with the boom-bust of shale which also has regional boom-busts (even if oil is OK) but what they sell and manage is brackish water of no potable use. At least not economically. At least with $TPL and $LB you have land mineral rights and other optionality. That's how TPL took off. [--] years ago they made their money off cattle grazing. Then shale tech made extraction finally possible of oil we already knew was there. It won't repeat. The insane gains are over. You should not buy into either stock expecting that."
X Link 2026-01-17T19:16Z 15.8K followers, [---] engagements
"@Veganhippo21 Do you pay your $CTAS bill with $BILL How do you like relative to overlap from Intuit"
X Link 2026-01-17T19:16Z 15.8K followers, [---] engagements
"A good way to gauge how desperate a specific retailer needs sales is to check their payouts to affiliate marketers. Or indirectly and simpler as a regular consumer monitor your credit card and airline malls. Here is Capital One $COF showing: 2% for $CHWY - This is as low as it gets probably a good sign for [----] YTD. 4% for $EBAY - Average for them can't read into it. 5% for $KR (Vitacost) - This is on the high side but they have pending sale to iHerb. Kroger probably want to keep sales stable until it's off their hands. 30% for $COLM - This is insanely high for Columbia Sportswear not a good"
X Link 2026-01-17T23:50Z 15.8K followers, 17.4K engagements
"@StockTrades_CA Ok but if you want muni and fed gov exposure $TYL much is very concentrated. $CSU govt exposure I havent been able to derive percentage but its small"
X Link 2026-01-19T22:29Z 15.8K followers, [----] engagements
"You should. $UBER has zero customer service. One time I scheduled a ride the night before to airport. This was from Long Beach and despite being scheduled [--] hours ahead of time dispatched driver from Rancho Cucamonga. About [--] hours away at rush hour traffic. Pickup time would have been [--] mins later than what I requested night before. I cancelled. They charged me. They would not refund. Could never reach person. Enshittification and done earlier than that of $AMZN $GOOG etc. https://twitter.com/i/web/status/2013472504250278072 https://twitter.com/i/web/status/2013472504250278072"
X Link 2026-01-20T04:43Z 15.8K followers, [----] engagements
"As much as I hate Atlassian I admit the valuation has become compelling. However I still can't wrap my head around $TEAM SBC as percentage of revenue. Convince me why I'm wrong"
X Link 2026-01-20T15:20Z 15.8K followers, 18K engagements
"I did bump my Rubrik $RBRK up [---] shares this morning only because I could get it for the same $65.65 as my existing [---]. I saw it $64.85 when I checked at [--] am but that would look ugly so I didnt buy it then. Remember pretty prices are more important than money"
X Link 2026-01-20T16:50Z 15.8K followers, [----] engagements
"If we value $BMNR MrBeast investment at zero write-off that Eightco $ORBS as well as any other misc. junk what is the true mNAV for Ether only I want to ignore everything except Ether and the [---] Bitcoin they own. What's the value of that per share after subtracting out any debts and obligations Maybe @TheValueThinker knows. https://twitter.com/i/web/status/2013753395765747833 https://twitter.com/i/web/status/2013753395765747833"
X Link 2026-01-20T23:19Z 15.8K followers, 13.3K engagements
"The #1 reason I didn't buy $APP in [----] was because I hated the name. Still really hate it but also hate the AppLovin short reports/allegations which seem to pop up every couple months. The latest: "AppLovin serves as the ultimate exit for asset laundering/diversion by transnational criminal kingpins the authors wrote alleging that the growth of its advertising business comes in part from illicit cryptocurrency funds routed through its platform." My guess is that "in part" could be said for so many businesses right So I bought at $516 just now."
X Link 2026-01-22T16:03Z 15.8K followers, 16.9K engagements
"Hilarious. Barely a month later Linde $LIN is over half-way back to its [--] week and all-time highs. How long do you think until $INTU and $NOW do the same Ok not all-time highs but a % retracement comparable to that of $LIN You know I'm betting on it"
X Link 2026-01-23T01:02Z 15.8K followers, 10.1K engagements
"@VanquishTrader Nice infographic. Dont forget maintenance providers like Quanta Services $PWR and contractors/engineers used for power plants and transmission line construction like MasTec $MTZ. Pretty sure Quanta will be busy in the coming days"
X Link 2026-01-24T16:50Z 15.8K followers, [----] engagements
"@DurableCreators No one talks about $MKTX anymore. I stand by everything I've said about it"
X Link 2026-01-24T18:36Z 15.9K followers, [---] engagements
"If I were @Benioff I would: [--]. Immediately rename Salesforce as Agentforce. [--]. Ticker $CRM can stay. Nostalgia is OK think Broadcom keeping $AVGO. [--]. Rebrand the hell out of it being all about AI agents. Perception is everything"
X Link 2026-01-25T00:39Z 15.8K followers, 13.2K engagements
"The only ICE I like lately"
X Link 2026-01-25T15:37Z 15.8K followers, 19.1K engagements
"I did talk about $ICE late last year as I was adding. Intercontinental Exchange is still founder-led by Jeffrey Sprecher. Every time you trade an NYSE-listed stock theyre getting a cut. If you buy low they have a decent and growing dividend yield for a financial growth stock. They now have a minority stake in Polymarket and remember you want to own the casino and not play in it. https://twitter.com/i/web/status/2015460689381564857 https://twitter.com/i/web/status/2015460689381564857"
X Link 2026-01-25T16:24Z 15.8K followers, [----] engagements
"Investment thesis for $ZTS stock: Must search far and wide to find veterinarian prescription promos for Apoquel. This discount is NOT from Zoetis but rather the retailer for any $100 Rx purchase. Whether it's Allivet $CHWY or anywhere else I have not seen promo pricing on this blockbuster drug for a few months now. When everyone is paying full price that's a good sign for sales and therefore shareholders. https://twitter.com/i/web/status/2015502469212893631 https://twitter.com/i/web/status/2015502469212893631"
X Link 2026-01-25T19:10Z 15.8K followers, [----] engagements
"I did a deep dive on SkyWater Technology $SKYT in [----] including an hour-long interview with CEO which I since cannot find. A type of small cap requiring too much babysitting for me but the appeal was always radiation-hardened (rad-hard) chip foundry for defense and space. A very unique niche no one else really filled domestically. Now $IONQ is buying them. This and Oxford Ionics are the two most legit acquisitions they've made to date and in my opinion both are better than their core biz. Oxford brings a trapped ion approach which makes use of standard semiconductors. The main reason I would"
X Link 2026-01-26T16:10Z 15.8K followers, [----] engagements
"This is the $ZTS Zoetis Apoquel dosing in US as to how they prescribe pills. As you can quickly calculate it's a huge scam because [--] dose often is 1/2 of one pill 1/2 of another and all dosages are identical in price. Around $3 USD each. I underdose mine with 1/2 of a [--] mg and only do it in short stints. Not a fan of inhibiting JAK-1 and [---] except for extremely severe diseases. Side effects of cancer are possible when suppressed. https://twitter.com/i/web/status/2015822735633711406 https://twitter.com/i/web/status/2015822735633711406"
X Link 2026-01-26T16:22Z 15.8K followers, [---] engagements
"Guess who's back to buying Constellation Software $CSU $CSU.TO $CNSWF stock Added $102k USD today which is [--] shares. Despite the many negatives I've raised about their low quality software years before AI the management and corporate culture has always been the investment thesis for me. That's the reason I'm adding. It's not for the lower quality software some of which is easier than ever to ripoff in the age of AI coding. The narrative going around about $CSU on X as I've said before is highly misunderstood because it's a lot of finance guys who are not entrepreneurs. They're only thinking"
X Link 2026-01-26T17:04Z 15.9K followers, 17.6K engagements
"@TheBenSchmark $AMZN owning 15-20% is safer bet especially when considering they also make money on the hosting"
X Link 2026-01-26T19:25Z 15.8K followers, [----] engagements
"Don't forget that $APP is the 6th highest weighting in $IGV. Over 1/2 the weight of $MSFT and more than $PANW $CRWD and $NOW. If SaaS rebounds these will too. I did add [--] more after I posted that buy of [--] at $516 last week. A good podcast I listened to in car this weekend from people who actually use AppLovin vs. finance dudes who pretend to know it. https://www.youtube.com/watchv=wLcJQccpfhY https://www.youtube.com/watchv=wLcJQccpfhY"
X Link 2026-01-26T19:58Z 15.8K followers, 10.2K engagements
"The losing themes today: [--]. Space sucks as seen by top [--] biggest losers $RDW $FLY $RKLB. [--]. $CRWV + $NVDA sucking air out of room for little guys like $CLSK $IREN. Anything else Sick of hearing about $INTC so don't say that one"
X Link 2026-01-26T20:14Z 15.8K followers, 11.2K engagements
"@GunStonks Long owned $ABT but I cant have more dividends so for that type of yield needs to be super cheap to add more. Not there yet. Abbott is great permanent hold. A lot of people look at chart and forget $ABBV spinoff in [----] or so. Have both stocks"
X Link 2026-01-26T20:48Z 15.8K followers, [---] engagements
"Wilkes at Bernstein thinks $UNH can still make numbers and this BS flat CMS is negotiation. He says final are usually [---] bps higher at least. He has UnitedHealth stock as top pick for [----]. When I first saw plunge thought $UNH earnings got released early. Remember they are tomorrow morning. Forgive me for short post on this - was written over several breaks between sets while I work out. No panic here. This does not phase me. https://twitter.com/i/web/status/2015917598056366271 https://twitter.com/i/web/status/2015917598056366271"
X Link 2026-01-26T22:39Z 15.8K followers, 42.3K engagements
"Should you add to $UNH Really wish people would stop asking me that as I will not give financial advice nor should anyone on here be doing so. All of my 2k shares are cost basis in mid to high $200s. Adding at same cost during the same buying period you know that's not what I generally do. Yeah [--] months ago vs. today = same buying period when you've invested in managed care stocks for many years. As reiterated yesterday pre-earnings I already have the share count I want. I try to avoid the temptation of forcing concentration. I try and let higher weightings happen organically via their"
X Link 2026-01-27T16:18Z 15.8K followers, 27.5K engagements
"@jetss2024 Yes"
X Link 2026-01-27T16:29Z 15.8K followers, [---] engagements
"You should go look at comments about $HII last Feb when I first came to X. All negative. Only after stocks move up do people generally start speaking positively. Yet the post spin long term alpha for $HII was there last Feb too but people would ignore that and say its broken biz. Same can be said about many quality stocks on sale today. https://twitter.com/i/web/status/2016256724110598486 https://twitter.com/i/web/status/2016256724110598486"
X Link 2026-01-27T21:07Z 15.8K followers, [----] engagements
"@richardknop One thing at least is that $UNH longs are now used to this type of stuff. Not the shock effect of before"
X Link 2026-01-28T00:13Z 15.8K followers, [---] engagements
"@richardknop My position on $ELV is same as $UNH in that keeping size as-is regardless of price action"
X Link 2026-01-28T01:00Z 15.8K followers, [---] engagements
"I knew something drastic was up when $AMZN started closing the Amazon Fresh stores in Orange County late last year. Because some were among the very first locations. They always had QR coupons to scan for $10 off $50+ and similar. Plus up until last summer such deals were per transaction and not per day. You could use them unlimited times. So if you had $200 of groceries Just break it up into [--] transactions which is exactly what I would do. Anything and everything they had which I needed I would buy there because of that. Including the many Whole Foods [---] items they would carry like their"
X Link 2026-01-28T03:27Z 15.8K followers, [----] engagements
"I have been thinking about selling $MCHP. Not a trim. I don't do that. I'm in no rush but if you look at long term performance of Microchip vs. $TXN vs. $ADI it's the weakest. Minimal alpha over S&P with much more volatility. Since I own TXN and ADI (not selling those) I'm not sure the weaker MCHP is worth keeping. Will probably wait til April so it's LT capital gains. Do you see Microchip having any significant advantages over TXN and ADI in coming several years https://twitter.com/i/web/status/2016535863661060488 https://twitter.com/i/web/status/2016535863661060488"
X Link 2026-01-28T15:36Z 15.8K followers, [----] engagements
"Not adding $AXON until if/when it goes below highest cost lot from November"
X Link 2026-01-28T17:43Z 15.8K followers, [----] engagements
"That is true but both $CVLT and $RBRK susceptible to alternatives. Been buying 300-500 Rubrik for I don't know how long then selling the high cost lot when it goes green the next day. Can't do same day says since $HOOD doesn't offer same day lot specification ability like a lot of other brokers do. Sold my $63s this morning. This is what I'm sitting on: https://twitter.com/i/web/status/2016585570785571026 https://twitter.com/i/web/status/2016585570785571026"
X Link 2026-01-28T18:54Z 15.8K followers, [---] engagements
"$NOW earnings pop Whoever bought these from me dont worry I think it will work out regardless"
X Link 2026-01-28T21:23Z 15.8K followers, 50.1K engagements
"The worry is gone you can give us back the stocks market cap. $NOW Bill McDermott explaining why these acquisitions were needed and why no more on the horizon: - Armis ($7.75B for OT) - Moveworks ($2.85B for AI) - Veza (identity security) He was clear that ServiceNow doesnt buy revenue they needed these for AI agent security. Seemed to be a slander at $CRM. https://twitter.com/i/web/status/2016648403074380213 https://twitter.com/i/web/status/2016648403074380213"
X Link 2026-01-28T23:03Z 15.8K followers, [----] engagements
"Now that I'm home I can see the $NOW earnings reaction chart. Shows $136.xx which I had that order at but the other at $139.92 was [---] shares. That must have been the top tick"
X Link 2026-01-29T00:27Z 15.8K followers, [----] engagements
"I cut my hand pretty bad. No not from catching the falling knives of SaaS stocks (but that too). Rather I cut my fingertip pretty bad chopping some stir fry last night. Always must cook two versions - his and hers - extreme spice and no spice. Ghost peppers galore = almost enough flavor. With finger not going to post much as long as I cant type on a real keyboard. Phone keyboard takes too long. Everything software on sale so hard to pinpoint favorites. I am buying across the board. $MSFT $AXON $PANW $CNSWF $CSU $CRWD $INTU $NOW $NET $RBRK $CRCL $COIN (remember their USDC cut from Circle) too"
X Link 2026-01-29T19:52Z 15.9K followers, [----] engagements
"@jrichlive Software today feels like chips last April"
X Link 2026-01-30T00:13Z 15.8K followers, [----] engagements
"Listening to $MSFT call as I walk dog. Did I really just hear Satya talk about Bing at [--] min mark No wonder stock tanked"
X Link 2026-01-30T01:27Z 15.8K followers, [----] engagements
"This has been all over local news: $GOOG $GOOGL Waymo struck child near elementary school. Sensationalized headline. Child "suddenly entered the roadway" from behind an SUV and right in front of the self-driving car's path. Waymo "braked hard" and slowed from [--] to [--] MPH before hitting child. Waymo says that's faster than a human driver would have been able to brake. It sounds like this was an unavoidable incident and handled better than a human would have done. Child struck by Waymo near elementary school in Santa Monica https://t.co/aOTIkSe15o Child struck by Waymo near elementary school in"
X Link 2026-01-30T06:05Z 15.8K followers, 12.7K engagements
"@Proud_plants @jrichlive Isnt $BMBL an ugly chart Not for me. I always hated Bumble IPO onward. Too hard category for me at least"
X Link 2026-01-30T17:05Z 15.8K followers, [---] engagements
"People ask me how can I follow so many stocks. I ask you how the hell can you follow so many sports teams and their players Furthermore especially in football many players have short careers. So there's a lot to keep track of especially if you're also following draft candidates who may never go pro. Many stocks have long enduring businesses decades and decades of successful compounding. Keeping tabs on them is far easier. Most retail at least on here gravitate to shitcos which have short stints messy track records (if any) and require constant babysitting. Similar to staying on top of sports."
X Link 2026-01-30T20:30Z 15.8K followers, [----] engagements
"@VulcanMK5 @European_DGI Yeah $PAYX is lower quality. Ive done some posts comparing their long term returns"
X Link 2026-01-30T23:13Z 15.8K followers, [---] engagements
"@VulcanMK5 @European_DGI I think of $PAYX similar to a high quality REIT. You are choosing income over better total return and may lag market long term even if dividends were reinvested tax-free. Nothing wrong with that depending on your circumstances and goals"
X Link 2026-01-30T23:17Z 15.8K followers, [---] engagements
"@davey_juice $CRWD and $PANW tanking daily in morning with $IGV but then people pick through and bid them up while non-security SaaS stays down. The 2nd tier cyber stocks trading in-between. $RBRK lumped in with non-security and that is partially justified"
X Link 2026-01-31T00:19Z 15.8K followers, [----] engagements
"@Lee_Lichterman Similar to $AMZN if you valued $AXON on PE you missed the whole ride. You look at gross profits first chart. 2nd chart is PE and good luck finding entry at rational sounding earnings multiple if that is what you relied for it"
X Link 2026-01-31T15:38Z 15.8K followers, [----] engagements
"@samsolid57 We need to get out of Axon NOW And while were at it dump $NOW now. All going to zero next quarter"
X Link 2026-01-31T17:16Z 15.8K followers, [----] engagements
"@JohnDoeKnowsGuy Could be. Valuations have always been more art than science. All I know is $AXON is a very pretty business"
X Link 2026-01-31T17:18Z 15.8K followers, [----] engagements
"@Ashton_1nvests If you see nobody talking about it refine your feed. Lots on here have been talking about $NOW for a while now"
X Link 2026-02-01T19:49Z 15.8K followers, [----] engagements
"You know I havent looked at Ether prices today though Im excited to say I plan on booking a 350% gain on my $BMNR tomorrow since its February"
X Link 2026-02-01T23:31Z 15.8K followers, 19.9K engagements
"@RealMattMoney @amitisinvesting Totally deserves it. He reports and doesnt shill subs. Plus after hearing he won some national debate tournaments I would be a fool to try and argue with him on a stock"
X Link 2026-02-01T23:41Z 15.8K followers, [----] engagements
"For those telling me to look at Ether price now I have no need. I am 100% confident in @fundstrat head of TA Mark Newton and as such I sleep soundly tonight knowing I can sell my $BMNR tomorrow for 350% gain as Ether is hovering around 7000-9000 as I type this. After all Mark called for $UNH at $190 on the very same day $UNH bottomed Aug 1st at around $240. Trust the process https://x.com/SayNoToTrading/status/1991585218122379407s=20 https://x.com/SayNoToTrading/status/1991585218122379407s=20"
X Link 2026-02-02T01:40Z 15.8K followers, [----] engagements
"$TSLA geese are people too. $RMBS earnings call Im listening to as you can see so stop asking"
X Link 2026-02-03T01:56Z 15.9K followers, [----] engagements
"So much for a turnaround Tuesday"
X Link 2026-02-03T21:14Z 15.8K followers, [----] engagements
"@blondesnmoney Then I give it [--] years til class action lawsuits against them for hallucinations errors omissions and sensitive data being compromised by their agents"
X Link 2026-02-03T22:23Z 15.8K followers, [----] engagements
"@DollarCompound @blondesnmoney I dont think any LLM wants that liability. Much easier to sell capability to $INTU etc. and let them deal with it"
X Link 2026-02-04T00:21Z 15.8K followers, [---] engagements
".and $AMZN ownership is wrong. I know. Focusing here on Zoom vs. SK Telecom"
X Link 2026-02-04T05:23Z 15.8K followers, [----] engagements
"At least one high beta stock is behaving YTD: $RKLB"
X Link 2026-02-04T06:13Z 15.8K followers, [----] engagements
"A lot of people were asking about $RMBS but didn't have time to reply. I only added a little on the earnings drop. I want $80s for more. When we see a major selloff in $MU $SNDK then $RMBS may get much more interesting. To be clear their selloff today is not major given how far they've come"
X Link 2026-02-04T19:57Z 15.8K followers, [----] engagements
"@DigitalSamIAm $BMNR too"
X Link 2026-02-04T21:30Z 15.8K followers, [---] engagements
"@rajatscribbles_ Nothing well informed to say about $USAR"
X Link 2026-02-04T21:37Z 15.8K followers, [---] engagements
"@zacharygilula See my post from couple days ago on SpaceX. I only view it as hold because of that"
X Link 2026-02-04T21:41Z 15.8K followers, [---] engagements
"@brent_e_trader Watch out for forced market orders and other scams to profiteer Citadel"
X Link 2026-02-04T21:53Z 15.8K followers, [----] engagements
"@brent_e_trader Default order is market. Multiple clicks to switch to limit. Default desktop order is 24-hour vs. regular session. Both designed to screw you and enrich them for very profitable order flow"
X Link 2026-02-04T22:06Z 15.8K followers, [---] engagements
"Disagree that's just because we're old. Whatever musicians and songs you liked best in youth follow you for life. Every decade people say the new music is garbage. Yet every decade after it endures and ages like a fine wine for that younger demographic. I know you don't live in the US anymore but all you have to do is look at all these [--] year olds going to has been washed up bands from their teen years. It's nostalgia. It's like that with every generation. Just like we don't understand our parents' and grandparents' music. I tried to buy a 2000s music catalog from Hipgnosis when they went up"
X Link 2026-02-05T17:49Z 15.8K followers, [---] engagements
"@irbezek @ACapitalLP I respectfully disagree. My biggest complaint about the gen Z in my life is they spend all their time listening to $SPOT music rather than anything substantive. AirPods in constantly"
X Link 2026-02-05T18:06Z 15.8K followers, [---] engagements
"At this point probably best for you to avoid financial news - especially X - for the rest of the day. Nothing positive from ruminating on all the doom and gloom. No one really knows what happens next for anything"
X Link 2026-02-05T22:53Z 15.8K followers, [----] engagements
"I didnt think today could get any worse and then it did. Spam from AOC. My personal email has never been on file with any political party/org in my life (I despise all). I dont even use it for shopping or bills. Other emails for that. Yet I get this to ruin my day further https://twitter.com/i/web/status/2019554114146037824 https://twitter.com/i/web/status/2019554114146037824"
X Link 2026-02-05T23:29Z 15.8K followers, [----] engagements
"Bitcoin $BTC bounce at exactly $60k. $60014 to be exact. Lets see what happens next"
X Link 2026-02-06T01:36Z 15.8K followers, [----] engagements
"@TribeRuffner Too much drama today to talk about $MOH right now right"
X Link 2026-02-06T01:42Z 15.9K followers, [---] engagements
"@DougCatsby I never owned but was always interested in operational efficiency of $DOCS. Then OpenEvidence launched. No touch for me"
X Link 2026-02-06T01:45Z 15.8K followers, [---] engagements
"@griffonomics @VelanEther Thanks will listen when things calm down and Im not behind on all these earnings calls"
X Link 2026-02-06T01:51Z 15.8K followers, [---] engagements
"@viveksworld For software I cant recall anything like this or even close. Because other major drops were not sector specific when it dumped this hard this fast"
X Link 2026-02-06T01:57Z 15.8K followers, [---] engagements
"@brent_e_trader Never sell $AMZN unless it's a swap on lower cost shares"
X Link 2026-02-06T16:05Z 15.8K followers, [----] engagements
"Yes I started buying $ORCL in the $180s and was able to cycle shares successfully until that floor fell out last week. Had [---] shares from $160s-$171 when that happened. Then we had the refi pop I didn't like developments at all but shares surged so I sold all in green. I don't do wash sales so I always need to sell in green if there's chance I may buy more [--] days. Last night I did buy [---] $ORCL yesterday but that's it. Higher conviction less risky stocks better deals right now. That said if we get to $120s will probably add [---] more. https://twitter.com/i/web/status/2019808810207228297"
X Link 2026-02-06T16:22Z 15.8K followers, [---] engagements
"@saylor @AtlasHodld Just stop it @saylor. I'm not even joking when I say 50% of the hate for $MSTR lately is directly related to these cringe images. Not the $BTC plunge if you can believe it. Stop those and you will automatically be 50% less hated for real"
X Link 2026-02-06T16:24Z 15.8K followers, [----] engagements
"@WinnerInvestor Molina is based in Long Beach and with Joe's compensation of $20M+ annually I'm willing to bet he lives nowhere around there. Place is a dump. That leaves $RKLB as the only investable company in Long Beach I can think of"
X Link 2026-02-06T16:49Z 15.8K followers, [---] engagements
"@RedRoccck Congrats. If $BILL revisits $40-41 I will probably buy these back but there are simply too many higher conviction buys from yesterday. Im going to be picky as to what is kept from this fire sale"
X Link 2026-02-06T18:31Z 15.8K followers, [---] engagements
"@TryHarderInvest @aleabitoreddit Have not doubled-down on $BULL shit yet"
X Link 2026-02-06T19:12Z 15.8K followers, [---] engagements
"Misses nuances though. Payroll providers not comparable to other per seat providers. With strict regulatory compliance and financial transactions involved what's more likely is payroll providers incorporate LLMs further rather than a business build their own payroll and HR system. Think about it. From liability perspective you want to be an arms dealer and not fight the war yourself. LLMs would not want direct liability. Similar for tax prep"
X Link 2026-02-06T20:42Z 15.8K followers, [---] engagements
"@DividendTalks Time to remove that last one $MOH from quality lists. It was during 00s 10s and Biden era but not anymore. $MOH $CNC $UNH $CI $ELV As I told you last month I exited all Molina LEAPs when stock was in the $180s. In light of disastrous earnings I am now selling my [---] shares from $139. That means I'll be entirely out. Why When facts change we must too. Management continues to https://t.co/IBSqULFhIZ $MOH $CNC $UNH $CI $ELV As I told you last month I exited all Molina LEAPs when stock was in the $180s. In light of disastrous earnings I am now selling my [---] shares from $139. That"
X Link 2026-02-06T21:22Z 15.9K followers, [----] engagements
"@WinnerInvestor The clue was fintwit fav. Payments messy these days"
X Link 2026-02-06T23:14Z 15.8K followers, [---] engagements
"$BILL is a frustrating one search my feed for prior posts. Been in for years riding from bottom up and then back down over and over. So basically a huge loser. Finally sold a few days ago around $49 cost basis $41 during last earnings plunge. Got in some on Wed at $37 but sold today. It will get bought I think. Too much babysitting when we have $INTU down here as alternative. Not a trader but $BILL move today is short covering and since I only got one little buy in its going bye-bye. https://t.co/IfIDiJUetd Not a trader but $BILL move today is short covering and since I only got one little"
X Link 2026-02-06T23:42Z 15.8K followers, [---] engagements
"@marc_slans I was helping them out today on that"
X Link 2026-02-07T00:03Z 15.8K followers, [---] engagements
"@DeanEigenmann Interesting if true"
X Link 2026-02-07T00:31Z 15.8K followers, [---] engagements
"@KeithWatson420 Yeah the State of California (and many others) do that intentionally. They know they need to keep public sector jobs even though they could easily be eliminated. Because a lot of people working these jobs are unemployable at a living/good wage in private sector"
X Link 2026-02-07T01:23Z 15.8K followers, [--] engagements
"@joedab12 @NewsEquities @buccocapital I know that's why at Schwab it's my income portfolio and hard asset type stuff. Things which sit there often for many years untouched"
X Link 2026-02-07T01:33Z 15.8K followers, [---] engagements
"@jrouldz Always bothers me how we dont respect and celebrate roofers tow truck drivers and other dangerous jobs. Previously garbage guys were in this before automated trucks which lift the bins"
X Link 2026-02-07T02:09Z 15.8K followers, [---] engagements
"@SixSigmaCapital MA Dude why are you always mixing Mastercard into every conversation"
X Link 2026-02-07T03:29Z 15.9K followers, [----] engagements
"@WordBroWord Not AI but VantageScore continuing to make inroads that has always been my biggest concern with $FICO. Almost all lending will always be done on standardized models. However more players weakens pricing power"
X Link 2026-02-07T19:10Z 15.9K followers, [---] engagements
"@Pan_Gu_ I have a lot more concerns on $FDS now vs. last year so no I would not classify it among least susceptible"
X Link 2026-02-07T19:15Z 15.8K followers, [---] engagements
"@gravitywellfund @WinnerInvestor Plus horrific dispute resolution. People hate me for saying it but $UBER service is so bad now too first chance of real disruption I'm rooting for it (and I own the stock)"
X Link 2026-02-07T19:16Z 15.8K followers, [---] engagements
"@Veganhippo21 @bobspaysubstack Thank you for the nice overview @Veganhippo21"
X Link 2026-02-07T19:19Z 15.8K followers, [--] engagements
"@ZaStocks .and I hate $S even more"
X Link 2026-02-07T19:23Z 15.8K followers, [---] engagements
"@liv_alive_sf Stocks dont bottom on fundamentals though they bottom on perception shift. Less bad than feared is all thats needed for a face-ripping rally"
X Link 2026-02-08T16:16Z 15.8K followers, [---] engagements
"@DrewCohenMoney Everything is marketing with Bombastic Bill but I dont think thats a bad thing. So much today vying for our attention. Whether politics or business over-the-top is what it takes to be on top"
X Link 2026-02-08T16:35Z 15.8K followers, [--] engagements
"@BMNRBullz Thats absolute peanuts relative to their near $10B size. Disappointing"
X Link 2026-02-08T17:00Z 15.8K followers, [----] engagements
"@RentYourStocks Yep"
X Link 2026-02-09T05:36Z 15.8K followers, [---] engagements
"@DivesTech Thank you Dan us $NOW bagholders need every pumper we can get"
X Link 2026-02-09T15:15Z 15.9K followers, [----] engagements
"@BitMNR @coinbase @MrBeast We were expecting way more than $40M in Ether buys when price was $1800 last week. You said you were hoping for $2k again to load up but $40M relative to $9.42B $BMNR market cap is nothing"
X Link 2026-02-09T16:18Z 15.9K followers, [----] engagements
"@CalebFranzen @saylor Anyone who thinks their timing is bad on buying stocks BTC or anything else just read above to feel better about yourself"
X Link 2026-02-09T16:55Z 15.8K followers, [----] engagements
"@trynot2worry I remember you said you bought at tariff lows I see that buy on there"
X Link 2026-02-09T17:22Z 15.9K followers, [---] engagements
"@StockzOnTap Its SBC thats biggest $S issue. Any long term charts arent useful because of it"
X Link 2026-02-09T19:49Z 15.9K followers, [---] engagements
"@ccjdjff I sold my highest cost $CRDO on this holding [---] at $98 from last week"
X Link 2026-02-09T22:51Z 15.9K followers, [---] engagements
"@taobanker Why torture yourself If youre insisting on second tier social seems $RDDT less painful prospects. To correct myself $YELP is more like tenth tier social"
X Link 2026-02-09T23:39Z 15.9K followers, [----] engagements
"@gibby_joe52901 Last year was $GOOG adds I feel like this is the season for $MSFT adds"
X Link 2026-02-10T17:29Z 15.9K followers, [---] engagements
"@AKWilk $WCN deal yesterday and still today"
X Link 2026-02-13T16:45Z 15.9K followers, [---] engagements
"@dividendology $SAIL is a hodgepodge of Thoma Bravo relics. Dont care whether or not its resilient dont want it. Grok has been telling me opposite on $GWRE no matter how much data I give it to incorporate. As such havent added on it"
X Link 2026-02-11T00:02Z 15.9K followers, [----] engagements
"@BillRMcDermott Bill your $NOW ownership excluding SBC is lower than mine. That's unacceptable. Put your money where you mouth is and do an open market BUY of your stock. Not a token buy either"
X Link 2026-02-11T18:46Z 15.9K followers, [----] engagements
"I get that the 10M shares Amkor $AMKR secondary offering is non-dilutive since it's the Kim family selling. I also get we badly need full domestic packaging capabilities. Still there are good reasons I didn't buy this stock a year ago. Just because it's an essential business doesn't mean it's a good business for buy and hold. Stats via @gurufocus @GurufocusC . Low margins and cyclicity make this one a lot riskier to buy at the top. https://twitter.com/i/web/status/2022343398880117233 https://twitter.com/i/web/status/2022343398880117233"
X Link 2026-02-13T16:13Z 15.9K followers, [----] engagements
"I'm selling $AON not because it won't bounce but because peers like $AJG and $BRO are more broker-centric and therefore more attractive here. Yes I know the insider AON purchase today. I don't give a shit. I want emphasis on insurance brokerage. Consider that "human capital" (i.e. consulting) is 1/3 of $AON business. I want the other 2/3rds of the biz not the 1/3 equal to $ACN $KFY $WTW. Also about $BRO people are idiots selling it off thinking customers are comparable to get a quote on Geico in [--] mins type of customer. Brown & Brown = high net worth with a half-dozen or more policies"
X Link 2026-02-13T19:56Z 15.9K followers, [----] engagements
"@invest091 Was watching $TOST yesterday working out did you see the after hours plunge Was surprised to see it up today. $SPSC did opposite"
X Link 2026-02-13T22:19Z 15.9K followers, [---] engagements
"@QualityInvest5 You can group $TEAM up with $PME.AX and the other few successful public Aussie tech co's. Always excessively valued because they are their hometown heroes being bid up. Aussie's inferior mag [--]. Unlike $NOW TEAM is not #1 anything they do"
X Link 2025-01-30T23:32Z 15.9K followers, [---] engagements
"Anyone own or follow $FIHL Fidelis Insurance I own a tracking position of [---] shares a couple bucks lower. Noticed drop today but didn't add because I think digging in is justified. These Bermuda-based entities always give me pause. Reason I only have [---] $ACGL. At least $KNSL is US based but has some uncomfortable entities. https://twitter.com/i/web/status/1892678400252510517 https://twitter.com/i/web/status/1892678400252510517"
X Link 2025-02-20T20:51Z 15.9K followers, [----] engagements
"Great article on Seeking Alpha by @LeoNelissen on what used to be called trannies before that term was no longer PC. I'm talking transports like $UNP $CP $CNI $ODFL $SAIA which I've been buying lately as you know if you follow me. This quote from article and chart you should pay attention to: "Using the iShares U.S. Transportation ETF $IYT as a benchmark we see the IYT/S&P [---] ratio (including dividends) has been in a downtrend since early [----] reaching the lowest level in at least two decades one early May." And yes I agree with you Leo that $UPS is not a great LT investment. I had picked it"
X Link 2025-05-06T04:03Z 15.9K followers, [----] engagements
"Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost 500% in [--] years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem"
X Link 2025-05-28T05:14Z 15.9K followers, [----] engagements
"Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $100 per acre from what I remember. The investment thesis back then was"
X Link 2025-06-24T22:16Z 15.9K followers, [----] engagements
"Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost [---] shares. Circle K food is kind of a joke compared to Casey's pizza right https://twitter.com/i/web/status/1945675351352541423 https://twitter.com/i/web/status/1945675351352541423"
X Link 2025-07-17T02:42Z 15.9K followers, [----] engagements
"Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if [--] share is all it takes to be top story"
X Link 2025-08-07T16:46Z 15.9K followers, 20.3K engagements
"$FIHL $KSIOF $POWL $QXO $KRMN $LOAR These are my smallest tracking positions and I'm hoping some earnings drama allows me to add more. Specifically I think $LOAR has good potential for bad earnings tomorrow. Look what happened to $TDG. Fidelis Insurance $FIHL earnings after close tomorrow but this is Bermuda-based. Would never want to put more than $20k into it. https://twitter.com/i/web/status/1955368184439316947 https://twitter.com/i/web/status/1955368184439316947"
X Link 2025-08-12T20:37Z 15.9K followers, [----] engagements
"When it comes to SaaS stocks safer from AI disruption Guidewire $GWRE earnings are case in point. While they provide platforms/backend for P&C insurers Ive also talked recently about complimentary (non-competing) Verisk Analytics $VRSK as they have decades of proprietary data you cant just vibe code. https://twitter.com/i/web/status/1963748083445166420 https://twitter.com/i/web/status/1963748083445166420"
X Link 2025-09-04T23:36Z 15.9K followers, [----] engagements
"$FIGR IPO tomorrow along with $LBRX. $GEMI and $LGN on Friday. The last time I remember seeing this many IPOs at once as in the breadcrumbs pushed on the retail brokers it was over [--] years ago. Didn't go away overnight but didn't last too long either"
X Link 2025-09-11T03:37Z 15.9K followers, [----] engagements
"No interest in StubHub $STUB IPO. If you're in this space you want to be as high up on the food chain as possible. Similar to how owning $V and $MA is better (less risky) than owning payment processors like $FI and $PYPL. It's not like $STUB is a new company. Been around [--] years. Storied ownership history including $EBAY. The one good thing going for it is now back in the founder's hands. Not saying concerts and sporting events are as cyclical as airlines and cruises but they're up there. I own Live Nation $LYV and it's the only one in space I like. Because they are a monopoly that would"
X Link 2025-09-17T14:55Z 15.9K followers, [----] engagements
"Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the"
X Link 2025-09-19T19:52Z 15.9K followers, [----] engagements
"Do you know what the #1 reason is to not buy Fannie Mae $FNMA and Freddie Mac $FMCC stock Doing so supports Bill Ackman who is a snake for what he did to $UNH. He also pumped Fannie and Freddie during last trading day of [----]. This inflated returns on his fund and therefore his fees. Search my feed for details. You know what's somewhat similar though which you can buy and not benefit him Farmer Mac $AGM. Not in conservatorship so it's not that story. Though it is a gov sponsored mortgage story but for agriculture. As you can see from returns chart even if you bought at peak of real estate in"
X Link 2025-10-07T20:05Z 15.9K followers, 17.8K engagements
"Continuing topic as to what goes yin when market goes yang I already discussed $MKTX from Friday. Another example was $CSL. My highest cost [--] were at $320-321. Was able to double down at mid-day lows of $316 and then unload the higher cost in green. Did this with a few other positions on Friday too. Even on ugly days there are always places to make money the very same day even if market closes at the lows. Carlisle is one of the very best building suppliers among all which are public. $SPY beating CAGR long term. https://twitter.com/i/web/status/1977588060411015255"
X Link 2025-10-13T04:11Z 15.9K followers, [----] engagements
"Re-branded Marsh $MMC took down all the insurance brokers $BRO $AJG $BWIN and $GSHD. I want to talk about that last one because no one does. Goosehead Insurance. Down 37%% YTD this small cap IPO'd exactly [--] years ago to the day (Oct [--] 2020) and was super hot out of the gate peaking a year later in the $170s. Today it's $66. As far as noteworthy investors in it as of last quarter it was 0.38% of AUM for Chuck Akre's firm. Fairly large weighting considering it's only a $2.5B market cap. They are underwater significantly. Goosehead Insurance is a non-captive agency operating a franchise model"
X Link 2025-10-20T15:05Z 15.9K followers, [----] engagements
"@taobanker Remember what Druck says Think [--] months ahead Hospice $CHE"
X Link 2025-10-24T22:13Z 15.9K followers, [----] engagements
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