[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Sleepysolcap Sleepysol Sleepysol posts on X about hood, $hood, $has, $rddt the most. They currently have XXXXX followers and 2712 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1533572278956466179/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +22% - X Months XXXXXXXXX +5.60% - X Year XXXXXXXXX +243% ### Mentions: XX [#](/creator/twitter::1533572278956466179/posts_active)  - X Month XX -XX% - X Months XXX -XX% - X Year XXXXX +12% ### Followers: XXXXX [#](/creator/twitter::1533572278956466179/followers)  - X Week XXXXX +0.75% - X Month XXXXX +4.20% - X Months XXXXX +43% - X Year XXXXX +157% ### CreatorRank: XXXXXXX [#](/creator/twitter::1533572278956466179/influencer_rank)  ### Social Influence [#](/creator/twitter::1533572278956466179/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [countries](/list/countries) [currencies](/list/currencies) [nfts](/list/nfts) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) **Social topic influence** [hood](/topic/hood), [$hood](/topic/$hood), [$has](/topic/$has), [$rddt](/topic/$rddt), [$psix](/topic/$psix), [$crwv](/topic/$crwv), [$app](/topic/$app), [china](/topic/china), [cvx](/topic/cvx), [$cvx](/topic/$cvx) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Hasbro, Inc. (HAS)](/topic/$has) [Reddit, Inc. (RDDT)](/topic/$rddt) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Applovin Corporation (APP)](/topic/$app) [Convex Finance (CVX)](/topic/$cvx) [Hess Corp. (HES)](/topic/$hes) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [3M Co (MMM)](/topic/$mmm) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [CryptoPunks (cryptopunks)](/topic/cryptopunks) [Philip Morris International Inc. (PM)](/topic/$pm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [SBET (SBET)](/topic/$sbet) [Oracle Corporation (ORCL)](/topic/$orcl) [Mario Coin (COIN)](/topic/$coin) [Palantir (PLTR)](/topic/$pltr) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Johnson & Johnson (JNJ)](/topic/$jnj) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Schlumberger NV (SLB)](/topic/$slb) [ADAMANT Messenger (ADM)](/topic/$adm) [Celanese Corporation (CE)](/topic/$ce) [DuPont de Nemours Inc (DD)](/topic/$dd) [Dow Inc (DOW)](/topic/$dow) [Eastman Chemical Company (EMN)](/topic/$emn) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Kraft Heinz Co (KHC)](/topic/$khc) [Campbell Soup Company (CPB)](/topic/$cpb) [Walmart, Inc. (WMT)](/topic/$wmt) [Netflix Inc (NFLX)](/topic/$nflx) [IBM (IBM)](/topic/$ibm) [SAP SE (SAP)](/topic/$sap) [Now Coin (NOW)](/topic/$now) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intel Corporation (INTC)](/topic/$intc) [Heroes of NFT (HON)](/topic/$hon) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) ### Top Social Posts [#](/creator/twitter::1533572278956466179/posts) --- Top posts by engagements in the last XX hours "$hes is already delisted you guys know what that means (time to bid $hood up to XXX on S&P inclusion rumors)"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946213979665113330) 2025-07-18 14:22:26 UTC 4417 followers, 1927 engagements "@BucknSF the answer is in the short term no medium term maybe and long term yes. But the biggest issue with SAAS/VS etc is that valuations are still too high with lower return to shareholders to entice either value or growth investors. Who's the natural buyers of Software here No one"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946682078340190226) 2025-07-19 21:22:29 UTC 4417 followers, XXX engagements "$hood -XXX% in X sessions $sezl -XX% in X sessions $crwv is breaking down $psix is down XX% today $rddt down XX% in X sessions $hims hasn't recovered from the Nvo break a few weeks ago Things are really starting to get hairy for the mid level momentum names"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1942659823943705046) 2025-07-08 18:59:29 UTC 4411 followers, 17.7K engagements "@astridwilde1 i bought XXX shares at XXX sold XXX or 220s (IDR) before their first bounce back earnings report in XX. It went like 2dollars in the money by Friday and I didn't bother buying back the calls. Oops"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945965269697863997) 2025-07-17 21:54:09 UTC 4415 followers, XXX engagements "there's only like me and X other people on all of the internet that care about $HAS but it's pretty close to breaking out of a mult-year downtrend right now"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1932440113184694512) 2025-06-10 14:10:00 UTC 4416 followers, 2054 engagements "The crazist part of $crwv is there doesnt seem to be anything in the tape that shows even the slightest interest in new longs stepping in. Even after almost a -XX% week"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943802255574245557) 2025-07-11 22:39:06 UTC 4416 followers, 2229 engagements "@LindyTasteful Women and Gay men spend more. This is a financial fact. Because of this fact a lot of restaurants/bars/clubs/etc have all re-angled themselves around feminine energy. Its not noticeable when you're not looking for it but most places to go out aren't styled to make men relax"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946266164226564495) 2025-07-18 17:49:48 UTC 4411 followers, 1436 engagements "do we think short $hood and $app near the close will work for the 4th time in a row when they don't get in again"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946240780525289483) 2025-07-18 16:08:56 UTC 4410 followers, 4281 engagements "Okay now we're getting close. We just need to have one of very clear ponzi schemes launch to try to buy the declaration of independence"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947049980516069561) 2025-07-20 21:44:24 UTC 4410 followers, 2106 engagements "Time to exit $PM its been a fun year with more than XXX% returns including a XXX% dividend yield but its too rich up here"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943702500223205452) 2025-07-11 16:02:42 UTC 4410 followers, 1577 engagements "is the read through for the google buyout thing that the MegaCap just blew something like 500b and have nothing Or that all these AI startups are functionally zeros b/c they're easily replaceable and the only value is the founders"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943881268011159929) 2025-07-12 03:53:04 UTC 4418 followers, 1477 engagements "Something of note $rddt has been functionally high beta $meta since its Q3 earnings release. While also leading the meta moves by X - X sessions. Its started pulling back pretty hard the last few days. I expect it either to bounce soon or meta to roll down a little"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1942975629260939288) 2025-07-09 15:54:23 UTC 4416 followers, 1220 engagements "Had lunch with a guy who does some work for the army his take is that there's no money in drone tech but $$$$$$$$$$$$$$$$$$$$$$$$$ x infinite in anti drone tech"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943414970839973942) 2025-07-10 21:00:10 UTC 4416 followers, 46.8K engagements "$SBET price target is taking out this 2022 high"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945467920080924699) 2025-07-16 12:57:51 UTC 4410 followers, 7498 engagements "My hit rate on stock pitches in these weekend posts ranges but this one from three weeks ago with long china long $U and long $orcl really worked out well. (sadly long $veev still isn't doing anything)"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945459001543594484) 2025-07-16 12:22:25 UTC 4411 followers, 1673 engagements "$veev getting in this week would be pretty funny as its under owned by the arb funds while they chase up $hood and $app. It being a PBC is the only Hiccup but there are no direct rules against PBCs in the S&P500 they normally just don't get big enough to even get considered"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944770184759149037) 2025-07-14 14:45:18 UTC 4411 followers, 1055 engagements "The Midwest leading the national RE market is the first in more than a decade. It means something.Im just not sure what exactly. Though I do have some thesii"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947091991017238953) 2025-07-21 00:31:20 UTC 4410 followers, 4123 engagements "$LVMH comps are going to be nasty for the next XX months. Hermes will likely deal with the same issues. I expect XX - XX% more downside in both over the next year"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1846222681865130326) 2024-10-15 16:12:43 UTC 4411 followers, 11.3K engagements ""Last time we tried to buy the constitution.we were thinking too small. This time the magna Carta""  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947051432617599280) 2025-07-20 21:50:10 UTC 4410 followers, XXX engagements "$u sideways into the earnings print would be very healthy"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945900420036972838) 2025-07-17 17:36:27 UTC 4417 followers, 1178 engagements "Jimmy C is bullish: $hood $psix $coin $app $pltr only missing $hims $oscr $rddt space and quantum crap and $nbis to round out the list"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944934995497279836) 2025-07-15 01:40:12 UTC 4411 followers, 2131 engagements "@fallacyalarm At least one of the oklo/smr/leu has enough production and demand to equal $duk's nuclear energy production"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944799799787622631) 2025-07-14 16:42:59 UTC 4410 followers, XXX engagements "Stupid coke announcement is gonna kill the corn rally which is helping my adm shares isnt it"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945654569922429115) 2025-07-17 01:19:32 UTC 4411 followers, 1659 engagements "New by me on the Stack and YT we cover the $nvda liquidity suck $hood $rddt and earnings previews/discussions for $tsm $asml $jnj $ual the banks (broadly) $slb and $mmm. Stack link in the next post and I'll have more on 3m later this week"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1944433786990600598) 2025-07-13 16:28:35 UTC 4411 followers, 1254 engagements "since $adm is already up X% in X days how about we do another one of these can i say something with offending anyone posts. $CE"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1940483539180585181) 2025-07-02 18:51:42 UTC 4416 followers, 3460 engagements "New video on the sleepytube of day X of all things water. In today's video we cover some of the chemical companies that touch the water space like $EMN $DOW and $DD and then spend time on the French and Japanese industrials benefit from a water rerating: $VIE.PA and $3402.T"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1805693639387136285) 2024-06-25 20:04:46 UTC 4416 followers, XXX engagements "New by me on the stack a staples primer. Talking $khc $kmb $cpb $wmt and others"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947259849374306602) 2025-07-21 11:38:21 UTC 4410 followers, XXX engagements "$nflx was somewhat unowned coming into the year but that has been fixed. How is this thing flat after its huge move (barely down in April) from last earnings #. Its trading at something like 50x NTM FCF. What are we doing here"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945951539186512189) 2025-07-17 20:59:35 UTC 4418 followers, 4629 engagements "new by me on the stack and YT week in review and earnings preview for $intc $goog $tsla $has $hon $now $sap $vz $t $ibm and more. check it out"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946381990837596596) 2025-07-19 01:30:03 UTC 4410 followers, 2421 engagements "Didn't have time to write up an earnings preview but I think $MMM is a long into earnings (disc very long since 82) b/c margins are likely to expand up about XXX - 200bps and the market will remodel it for its historic high 50s margin %. That + tariffs should send it"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945903429227798536) 2025-07-17 17:48:25 UTC 4418 followers, 2529 engagements "@JimmyButlerCap honestly it likely goes to healthcare (ex-lly average yields are 4%) and staples (ex-wmt/cost similar) you get mm like cash flow and upside potential"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946607471612543070) 2025-07-19 16:26:02 UTC 4416 followers, XXX engagements "NEWS: Grok has now been muted by XX% of power users on twitter"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946318091484352598) 2025-07-18 21:16:08 UTC 4410 followers, 1670 engagements "@Investor_NICK_ The Midwest is always affordable because there's land everywhere. Doesn't mean its exactly where you want to be"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1947093187702493642) 2025-07-21 00:36:05 UTC 4410 followers, XXX engagements "Cremer is bullish on $psix. So that's pretty much over"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943812250781069513) 2025-07-11 23:18:49 UTC 4414 followers, 2157 engagements "@Investor_NICK_ how many of these were you long (me zero)"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945949338288476526) 2025-07-17 20:50:50 UTC 4414 followers, XXX engagements "@based16z can tepper go back on cnbc to pump china again. That was a fun week"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946352479643271263) 2025-07-18 23:32:47 UTC 4416 followers, XXX engagements "If you've been following sleepysol via literally any platform you have likely seen him rant about how there's a baby boom happening for the last XX months. Completely unrelatedly long $has"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1940763986691346826) 2025-07-03 13:26:06 UTC 4415 followers, 1940 engagements "my $CRWV XXX puts for next Friday I bought X weeks ago moving from -XX% to -90%"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1943412918491427095) 2025-07-10 20:52:01 UTC 4416 followers, 5502 engagements "@P_Remarks this gets fixed real fast if they remove delta hedging. You want to sell calls own the shares. You want to sell puts put up the cash. Immediately slow the pods down"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1946372723468308917) 2025-07-19 00:53:13 UTC 4416 followers, XX engagements "real risk is the consumer business towards China. I don't think it should be negatively impacted by the tariff wars but that's the one segment I have little visibility into"  [@Sleepysolcap](/creator/x/Sleepysolcap) on [X](/post/tweet/1945903567627239468) 2025-07-17 17:48:58 UTC 4414 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Sleepysolcap Sleepysol
Sleepysol posts on X about hood, $hood, $has, $rddt the most. They currently have XXXXX followers and 2712 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +22%
- X Months XXXXXXXXX +5.60%
- X Year XXXXXXXXX +243%
Mentions: XX #
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXXXX +12%
Followers: XXXXX #
- X Week XXXXX +0.75%
- X Month XXXXX +4.20%
- X Months XXXXX +43%
- X Year XXXXX +157%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies technology brands social networks countries currencies nfts exchanges automotive brands
Social topic influence hood, $hood, $has, $rddt, $psix, $crwv, $app, china, cvx, $cvx
Top assets mentioned Robinhood Markets, Inc. (HOOD) Hasbro, Inc. (HAS) Reddit, Inc. (RDDT) CoreWeave, Inc. (CRWV) Applovin Corporation (APP) Convex Finance (CVX) Hess Corp. (HES) Hims & Hers Health, Inc. (HIMS) Veeva Systems, Inc. (VEEV) 3M Co (MMM) Sezzle Inc. Common Stock (SEZL) CryptoPunks (cryptopunks) Philip Morris International Inc. (PM) Alphabet Inc Class A (GOOGL) Metadium (META) SBET (SBET) Oracle Corporation (ORCL) Mario Coin (COIN) Palantir (PLTR) Oscar Health, Inc. (OSCR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Johnson & Johnson (JNJ) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) United Airlines Holdings, Inc. (UAL) Schlumberger NV (SLB) ADAMANT Messenger (ADM) Celanese Corporation (CE) DuPont de Nemours Inc (DD) Dow Inc (DOW) Eastman Chemical Company (EMN) Kimberly Clark Corp (KMB) Kraft Heinz Co (KHC) Campbell Soup Company (CPB) Walmart, Inc. (WMT) Netflix Inc (NFLX) IBM (IBM) SAP SE (SAP) Now Coin (NOW) Tesla, Inc. (TSLA) Intel Corporation (INTC) Heroes of NFT (HON) Verizon Communications Inc. (VZ) AT&T Inc. (T) Cleveland-Cliffs, Inc. (CLF)
Top Social Posts #
Top posts by engagements in the last XX hours
"$hes is already delisted you guys know what that means (time to bid $hood up to XXX on S&P inclusion rumors)"
@Sleepysolcap on X 2025-07-18 14:22:26 UTC 4417 followers, 1927 engagements
"@BucknSF the answer is in the short term no medium term maybe and long term yes. But the biggest issue with SAAS/VS etc is that valuations are still too high with lower return to shareholders to entice either value or growth investors. Who's the natural buyers of Software here No one" @Sleepysolcap on X 2025-07-19 21:22:29 UTC 4417 followers, XXX engagements
"$hood -XXX% in X sessions $sezl -XX% in X sessions $crwv is breaking down $psix is down XX% today $rddt down XX% in X sessions $hims hasn't recovered from the Nvo break a few weeks ago Things are really starting to get hairy for the mid level momentum names" @Sleepysolcap on X 2025-07-08 18:59:29 UTC 4411 followers, 17.7K engagements
"@astridwilde1 i bought XXX shares at XXX sold XXX or 220s (IDR) before their first bounce back earnings report in XX. It went like 2dollars in the money by Friday and I didn't bother buying back the calls. Oops" @Sleepysolcap on X 2025-07-17 21:54:09 UTC 4415 followers, XXX engagements
"there's only like me and X other people on all of the internet that care about $HAS but it's pretty close to breaking out of a mult-year downtrend right now" @Sleepysolcap on X 2025-06-10 14:10:00 UTC 4416 followers, 2054 engagements
"The crazist part of $crwv is there doesnt seem to be anything in the tape that shows even the slightest interest in new longs stepping in. Even after almost a -XX% week" @Sleepysolcap on X 2025-07-11 22:39:06 UTC 4416 followers, 2229 engagements
"@LindyTasteful Women and Gay men spend more. This is a financial fact. Because of this fact a lot of restaurants/bars/clubs/etc have all re-angled themselves around feminine energy. Its not noticeable when you're not looking for it but most places to go out aren't styled to make men relax" @Sleepysolcap on X 2025-07-18 17:49:48 UTC 4411 followers, 1436 engagements
"do we think short $hood and $app near the close will work for the 4th time in a row when they don't get in again" @Sleepysolcap on X 2025-07-18 16:08:56 UTC 4410 followers, 4281 engagements
"Okay now we're getting close. We just need to have one of very clear ponzi schemes launch to try to buy the declaration of independence" @Sleepysolcap on X 2025-07-20 21:44:24 UTC 4410 followers, 2106 engagements
"Time to exit $PM its been a fun year with more than XXX% returns including a XXX% dividend yield but its too rich up here" @Sleepysolcap on X 2025-07-11 16:02:42 UTC 4410 followers, 1577 engagements
"is the read through for the google buyout thing that the MegaCap just blew something like 500b and have nothing Or that all these AI startups are functionally zeros b/c they're easily replaceable and the only value is the founders" @Sleepysolcap on X 2025-07-12 03:53:04 UTC 4418 followers, 1477 engagements
"Something of note $rddt has been functionally high beta $meta since its Q3 earnings release. While also leading the meta moves by X - X sessions. Its started pulling back pretty hard the last few days. I expect it either to bounce soon or meta to roll down a little" @Sleepysolcap on X 2025-07-09 15:54:23 UTC 4416 followers, 1220 engagements
"Had lunch with a guy who does some work for the army his take is that there's no money in drone tech but $$$$$$$$$$$$$$$$$$$$$$$$$ x infinite in anti drone tech" @Sleepysolcap on X 2025-07-10 21:00:10 UTC 4416 followers, 46.8K engagements
"$SBET price target is taking out this 2022 high" @Sleepysolcap on X 2025-07-16 12:57:51 UTC 4410 followers, 7498 engagements
"My hit rate on stock pitches in these weekend posts ranges but this one from three weeks ago with long china long $U and long $orcl really worked out well. (sadly long $veev still isn't doing anything)" @Sleepysolcap on X 2025-07-16 12:22:25 UTC 4411 followers, 1673 engagements
"$veev getting in this week would be pretty funny as its under owned by the arb funds while they chase up $hood and $app. It being a PBC is the only Hiccup but there are no direct rules against PBCs in the S&P500 they normally just don't get big enough to even get considered" @Sleepysolcap on X 2025-07-14 14:45:18 UTC 4411 followers, 1055 engagements
"The Midwest leading the national RE market is the first in more than a decade. It means something.Im just not sure what exactly. Though I do have some thesii" @Sleepysolcap on X 2025-07-21 00:31:20 UTC 4410 followers, 4123 engagements
"$LVMH comps are going to be nasty for the next XX months. Hermes will likely deal with the same issues. I expect XX - XX% more downside in both over the next year" @Sleepysolcap on X 2024-10-15 16:12:43 UTC 4411 followers, 11.3K engagements
""Last time we tried to buy the constitution.we were thinking too small. This time the magna Carta"" @Sleepysolcap on X 2025-07-20 21:50:10 UTC 4410 followers, XXX engagements
"$u sideways into the earnings print would be very healthy" @Sleepysolcap on X 2025-07-17 17:36:27 UTC 4417 followers, 1178 engagements
"Jimmy C is bullish: $hood $psix $coin $app $pltr only missing $hims $oscr $rddt space and quantum crap and $nbis to round out the list" @Sleepysolcap on X 2025-07-15 01:40:12 UTC 4411 followers, 2131 engagements
"@fallacyalarm At least one of the oklo/smr/leu has enough production and demand to equal $duk's nuclear energy production" @Sleepysolcap on X 2025-07-14 16:42:59 UTC 4410 followers, XXX engagements
"Stupid coke announcement is gonna kill the corn rally which is helping my adm shares isnt it" @Sleepysolcap on X 2025-07-17 01:19:32 UTC 4411 followers, 1659 engagements
"New by me on the Stack and YT we cover the $nvda liquidity suck $hood $rddt and earnings previews/discussions for $tsm $asml $jnj $ual the banks (broadly) $slb and $mmm. Stack link in the next post and I'll have more on 3m later this week" @Sleepysolcap on X 2025-07-13 16:28:35 UTC 4411 followers, 1254 engagements
"since $adm is already up X% in X days how about we do another one of these can i say something with offending anyone posts. $CE" @Sleepysolcap on X 2025-07-02 18:51:42 UTC 4416 followers, 3460 engagements
"New video on the sleepytube of day X of all things water. In today's video we cover some of the chemical companies that touch the water space like $EMN $DOW and $DD and then spend time on the French and Japanese industrials benefit from a water rerating: $VIE.PA and $3402.T" @Sleepysolcap on X 2024-06-25 20:04:46 UTC 4416 followers, XXX engagements
"New by me on the stack a staples primer. Talking $khc $kmb $cpb $wmt and others" @Sleepysolcap on X 2025-07-21 11:38:21 UTC 4410 followers, XXX engagements
"$nflx was somewhat unowned coming into the year but that has been fixed. How is this thing flat after its huge move (barely down in April) from last earnings #. Its trading at something like 50x NTM FCF. What are we doing here" @Sleepysolcap on X 2025-07-17 20:59:35 UTC 4418 followers, 4629 engagements
"new by me on the stack and YT week in review and earnings preview for $intc $goog $tsla $has $hon $now $sap $vz $t $ibm and more. check it out" @Sleepysolcap on X 2025-07-19 01:30:03 UTC 4410 followers, 2421 engagements
"Didn't have time to write up an earnings preview but I think $MMM is a long into earnings (disc very long since 82) b/c margins are likely to expand up about XXX - 200bps and the market will remodel it for its historic high 50s margin %. That + tariffs should send it" @Sleepysolcap on X 2025-07-17 17:48:25 UTC 4418 followers, 2529 engagements
"@JimmyButlerCap honestly it likely goes to healthcare (ex-lly average yields are 4%) and staples (ex-wmt/cost similar) you get mm like cash flow and upside potential" @Sleepysolcap on X 2025-07-19 16:26:02 UTC 4416 followers, XXX engagements
"NEWS: Grok has now been muted by XX% of power users on twitter" @Sleepysolcap on X 2025-07-18 21:16:08 UTC 4410 followers, 1670 engagements
"@Investor_NICK_ The Midwest is always affordable because there's land everywhere. Doesn't mean its exactly where you want to be" @Sleepysolcap on X 2025-07-21 00:36:05 UTC 4410 followers, XXX engagements
"Cremer is bullish on $psix. So that's pretty much over" @Sleepysolcap on X 2025-07-11 23:18:49 UTC 4414 followers, 2157 engagements
"@Investor_NICK_ how many of these were you long (me zero)" @Sleepysolcap on X 2025-07-17 20:50:50 UTC 4414 followers, XXX engagements
"@based16z can tepper go back on cnbc to pump china again. That was a fun week" @Sleepysolcap on X 2025-07-18 23:32:47 UTC 4416 followers, XXX engagements
"If you've been following sleepysol via literally any platform you have likely seen him rant about how there's a baby boom happening for the last XX months. Completely unrelatedly long $has" @Sleepysolcap on X 2025-07-03 13:26:06 UTC 4415 followers, 1940 engagements
"my $CRWV XXX puts for next Friday I bought X weeks ago moving from -XX% to -90%" @Sleepysolcap on X 2025-07-10 20:52:01 UTC 4416 followers, 5502 engagements
"@P_Remarks this gets fixed real fast if they remove delta hedging. You want to sell calls own the shares. You want to sell puts put up the cash. Immediately slow the pods down" @Sleepysolcap on X 2025-07-19 00:53:13 UTC 4416 followers, XX engagements
"real risk is the consumer business towards China. I don't think it should be negatively impacted by the tariff wars but that's the one segment I have little visibility into" @Sleepysolcap on X 2025-07-17 17:48:58 UTC 4414 followers, XXX engagements