# ![@Stonefoxcapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::349723344.png) @Stonefoxcapital Stone Fox Capital

Stone Fox Capital posts on X about $hims, ai, business, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::349723344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349723344/c:line/m:interactions.svg)

- [--] Week [------] +86%
- [--] Month [-------] +58%
- [--] Months [---------] +68%
- [--] Year [---------] -38%

### Mentions: [--] [#](/creator/twitter::349723344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349723344/c:line/m:posts_active.svg)

- [--] Month [---] -1.60%
- [--] Months [-----] +22%
- [--] Year [-----] +12%

### Followers: [-----] [#](/creator/twitter::349723344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349723344/c:line/m:followers.svg)

- [--] Week [-----] +0.64%
- [--] Month [-----] +2%
- [--] Months [-----] +7.60%
- [--] Year [-----] +31%

### CreatorRank: [-------] [#](/creator/twitter::349723344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::349723344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71.57% [technology brands](/list/technology-brands)  21.57% [finance](/list/finance)  17.65% [social networks](/list/social-networks)  7.84% [cryptocurrencies](/list/cryptocurrencies)  6.86% [automotive brands](/list/automotive-brands)  5.88% [gaming](/list/gaming)  2.94% [countries](/list/countries)  2.94% [fashion brands](/list/fashion-brands)  0.98%

**Social topic influence**
[$hims](/topic/$hims) #133, [ai](/topic/ai) 18.63%, [business](/topic/business) 10.78%, [ceo](/topic/ceo) 10.78%, [novo](/topic/novo) 5.88%, [market](/topic/market) 5.88%, [$smci](/topic/$smci) #36, [$snap](/topic/$snap) 4.9%, [$nvo](/topic/$nvo) #237, [$aur](/topic/$aur) #6

**Top accounts mentioned or mentioned by**
[@paulcerro](/creator/undefined) [@investorvideos](/creator/undefined) [@sharkchart](/creator/undefined) [@boxlongs](/creator/undefined) [@coinviction](/creator/undefined) [@alojoh](/creator/undefined) [@tesla](/creator/undefined) [@commonsenseplay](/creator/undefined) [@kevinxu](/creator/undefined) [@remotenavigator](/creator/undefined) [@shippernow](/creator/undefined) [@catnyanpital](/creator/undefined) [@mukund](/creator/undefined) [@linkedin](/creator/undefined) [@himshouse](/creator/undefined) [@astspacemobile](/creator/undefined) [@kalshi](/creator/undefined) [@polymarket](/creator/undefined) [@opinionlabsxyz](/creator/undefined) [@predictdotfun](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Snap, Inc. (SNAP)](/topic/$snap) [Novo-Nordisk (NVO)](/topic/$nvo) [Auroracoin (AUR)](/topic/$aur) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Roblox Corp. (RBLX)](/topic/$rblx) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [AppLovin Corporation (APP)](/topic/applovin) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TeraWulf Inc. (WULF)](/topic/terawulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [Under Armour Inc Class A (UAA)](/topic/$uaa) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Occidental Petroleum Corporation (OXY)](/topic/occidental-petroleum) [Oxygen (OXY)](/topic/$oxy) [Pinterest, Inc. (PINS)](/topic/$pins) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [NuCypher (NU)](/topic/$nu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Dell Technologies, Inc. (DELL)](/topic/dell) [HP Inc (HPQ)](/topic/$hpq)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Commented on $AUR - Aurora Innovation: [----] Still Isn't The Year Of Autonomous Trucking. https://seekingalpha.com/article/4859189-aurora-innovation-2026-still-isnt-the-year-of-autonomous-truckingsource=twitter&sht=t8tm6e&shu=514v#comment-101885562 https://seekingalpha.com/article/4859189-aurora-innovation-2026-still-isnt-the-year-of-autonomous-truckingsource=twitter&sht=t8tm6e&shu=514v#comment-101885562"  
[X Link](https://x.com/Stonefoxcapital/status/2011180610673656036)  2026-01-13T20:56Z [----] followers, [---] engagements


"$UAA Under Armour being heavily shorted at $5 doesnt add up. The stock could be a value trap but Kevin Plank could ultimately turn this into a $20 stock again"  
[X Link](https://x.com/Stonefoxcapital/status/2012305168155480139)  2026-01-16T23:25Z [----] followers, [---] engagements


"$ONDS Ondas isnt buying $500M in sales for $1.5B. If those companies had actually good business the compamy would have to pay $5B+. $ONDS Price/sales Ondas has [--] deals in late stages representing $500 million in sales. The dilution has happened and the $1.5 billion is already there to buy. If they close on the [--] and add a "free" $500 million in revs P/S drops to [--] or [--] Avg for a high growth stock is 5-12. $ONDS Price/sales Ondas has [--] deals in late stages representing $500 million in sales. The dilution has happened and the $1.5 billion is already there to buy. If they close on the [--] and add"  
[X Link](https://x.com/Stonefoxcapital/status/2013763463533765107)  2026-01-20T23:59Z [----] followers, [----] engagements


"$MBLY Mobileye just failed to manage to drive the shift from ADAS to AVs. Stock set to test lows at $10. $MBLY Highlights for 2025: - $24.5B revenue pipeline - Continued ADAS wins with all top-10 customers - Expanded VW Group partnerships - EyeQ6 deployment to new OEMs totaling 19M units - Robotaxis in [--] cities by end of [----] with VW - Over 100k self-driving vehicles deployed by https://t.co/xHd2yYqh0N $MBLY Highlights for 2025: - $24.5B revenue pipeline - Continued ADAS wins with all top-10 customers - Expanded VW Group partnerships - EyeQ6 deployment to new OEMs totaling 19M units -"  
[X Link](https://x.com/Stonefoxcapital/status/2014345042438012947)  2026-01-22T14:30Z [----] followers, [---] engagements


"Commented on $OXY $OXY:CA - Occidental Petroleum: Buffett Overhang Still Exists. https://seekingalpha.com/article/4861744-occidental-buffett-overhang-still-existssource=twitter&sht=t9a5t4&shu=514v#comment-101956111 https://seekingalpha.com/article/4861744-occidental-buffett-overhang-still-existssource=twitter&sht=t9a5t4&shu=514v#comment-101956111"  
[X Link](https://x.com/Stonefoxcapital/status/2014418353306402964)  2026-01-22T19:22Z [----] followers, [---] engagements


"$PINS Pinterest has been in the dumps for a while despite reporting 15% growth. Cutting the workforce and pushing the savings into AI seems smart and a reason to buy the stock. ♦15% job cuts could translate to $175M in annual savings: Evercore"  
[X Link](https://x.com/Stonefoxcapital/status/2016230113310806060)  2026-01-27T19:21Z [----] followers, [----] engagements


"$BUD Budweiser hired a much better ad agency for this Super Bowl LX ad"  
[X Link](https://x.com/Stonefoxcapital/status/2016357533607165980)  2026-01-28T03:47Z [----] followers, [---] engagements


"$RIVN Rivian about to flip the chart with a hockey stick upwards on R2 launch. This is an insane chart. $TSLA (H/t @alojoh) https://t.co/0wb5ncQrGK This is an insane chart. $TSLA (H/t @alojoh) https://t.co/0wb5ncQrGK"  
[X Link](https://x.com/Stonefoxcapital/status/2016951085617823818)  2026-01-29T19:06Z [----] followers, [---] engagements


"Commented on $NU - Nu Holdings: Market Skepticism Persists. https://seekingalpha.com/article/4852233-nu-holdings-market-skepticism-persistssource=twitter&sht=t9on8e&shu=514v#comment-102019113 https://seekingalpha.com/article/4852233-nu-holdings-market-skepticism-persistssource=twitter&sht=t9on8e&shu=514v#comment-102019113"  
[X Link](https://x.com/Stonefoxcapital/status/2017252724866453785)  2026-01-30T15:05Z [----] followers, [---] engagements


"$HIMS market throwing out the baby with the bath water. Thats it folks. $HIMS down -10% in a single day. Honestly It makes zero sense. 🤷♂ https://t.co/6kjhGcE14v Thats it folks. $HIMS down -10% in a single day. Honestly It makes zero sense. 🤷♂ https://t.co/6kjhGcE14v"  
[X Link](https://x.com/Stonefoxcapital/status/2017622248236994741)  2026-01-31T15:33Z [----] followers, [---] engagements


"$ORCL Oracle is borrowing to build for insatiable demand. The market gnashing teeth over financially sound contracts shows AI isnt in a bubble. Bloomberg: Oracle says it plans to raise $45B to $50B in [----] through a mix of debt and equity to build more $ORCL NO Cloud Infrastructure capacity citing contracted demand from customers including $NVDA OpenAI $META $AMD TikTok and xAI. Bloomberg: Oracle says it plans to raise $45B to $50B in [----] through a mix of debt and equity to build more $ORCL NO Cloud Infrastructure capacity citing contracted demand from customers including $NVDA OpenAI $META"  
[X Link](https://x.com/Stonefoxcapital/status/2018159586037924036)  2026-02-02T03:08Z [----] followers, [----] engagements


"$RBLX $APP Roblox and AppLovin are great buys on the mistaken Project Genie sell off. Thread on Genie [--] and mistaken investor expectations among game publishers and tool makers. I'm a big believer in AI and its ability to change the game industry. I'm also a big believer in prompt base games. You can see my predictions on this from several months ago: Thread on Genie [--] and mistaken investor expectations among game publishers and tool makers. I'm a big believer in AI and its ability to change the game industry. I'm also a big believer in prompt base games. You can see my predictions on this"  
[X Link](https://x.com/Stonefoxcapital/status/2018178475165647212)  2026-02-02T04:23Z [----] followers, [----] engagements


"Commented on $SMCI $SMCI:CA $ZSMC:CA - Super Micro: Likely The Most Hated AI Stock. https://seekingalpha.com/article/4860399-super-micro-likely-the-most-hated-ai-stocksource=twitter&sht=t9wl5x&shu=514v#comment-102050000 https://seekingalpha.com/article/4860399-super-micro-likely-the-most-hated-ai-stocksource=twitter&sht=t9wl5x&shu=514v#comment-102050000"  
[X Link](https://x.com/Stonefoxcapital/status/2018806992455041262)  2026-02-03T22:01Z [----] followers, [---] engagements


"Commented on $ORCL $ORAC:CA - Oracle: Capital Raises De-Risk AI Story. https://seekingalpha.com/article/4865444-oracle-capital-raises-de-risk-ai-storysource=twitter&sht=t9wreh&shu=514v#comment-102051022 https://seekingalpha.com/article/4865444-oracle-capital-raises-de-risk-ai-storysource=twitter&sht=t9wreh&shu=514v#comment-102051022"  
[X Link](https://x.com/Stonefoxcapital/status/2018840901326676070)  2026-02-04T00:15Z [----] followers, [---] engagements


"$SMCI Super Micro is like buying Intel in the $20s but with an actual good AI business. $INTC $SMCI could get very interesting tomorrow. It has over 17% short interest. You cant deny earnings were impressive as was guidance. Its time for this to fly again. Ive been loading leaps and am ready and waiting. Its like buying $INTC leaps in the $20s at this price. 😁 https://t.co/Bq15sUzKPU $SMCI could get very interesting tomorrow. It has over 17% short interest. You cant deny earnings were impressive as was guidance. Its time for this to fly again. Ive been loading leaps and am ready and waiting."  
[X Link](https://x.com/Stonefoxcapital/status/2018853473006362831)  2026-02-04T01:05Z [----] followers, [---] engagements


"$ORCL Oracle now cleared with the majority of the capital raised complete to finish the buildouts for the $523B in RPOs. $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1 $ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. https://t.co/Be19Z947n1"  
[X Link](https://x.com/Stonefoxcapital/status/2018854000565916054)  2026-02-04T01:07Z [----] followers, [---] engagements


"$PYPL PayPal hiring the HP CEO just makes no sense. The company needs a fintech/crypto wizard. I present you the recently resigned CEO of $HPQ (Hewitt Packard Inc) and the companys stock performance during his tenure. The dude missed out AI (take a look at Dell for comparison) He will be the CEO of Paypal $PYPL. https://t.co/AGeJoMeug6 I present you the recently resigned CEO of $HPQ (Hewitt Packard Inc) and the companys stock performance during his tenure. The dude missed out AI (take a look at Dell for comparison) He will be the CEO of Paypal $PYPL. https://t.co/AGeJoMeug6"  
[X Link](https://x.com/Stonefoxcapital/status/2019056256950894632)  2026-02-04T14:31Z [----] followers, [---] engagements


"$NET Cloudflare trades at 22x '26 sales. How is the business under appreciated So many analysts have lost touch with reality. BTIG Upgrades $NET to Buy from Neutral PT $199 Analyst comments: "Over the last couple of weeks we spoke to five partners with a view on $100MM+ in combined annual NET sales. Our field checks were consistently strong on multiple fronts. We think the companys long-term growth https://t.co/yA8JNDNsWZ BTIG Upgrades $NET to Buy from Neutral PT $199 Analyst comments: "Over the last couple of weeks we spoke to five partners with a view on $100MM+ in combined annual NET"  
[X Link](https://x.com/Stonefoxcapital/status/2019056692411978025)  2026-02-04T14:33Z [----] followers, [---] engagements


"$TSLA Tesla doesn't even offer a robotaxi service in [----]. These question should be asked to Waymo Baidu or WeRide. Ashok Elluswamy VP of AI at @Tesla on self-driving: "It's so obvious you can solve this with cameras. Why wouldn't you solve with cameras It's [----]. The self-driving problem is not a sensor problem it's an AI problem. The cameras have enough information already. It's a https://t.co/YDKzgrxsqi Ashok Elluswamy VP of AI at @Tesla on self-driving: "It's so obvious you can solve this with cameras. Why wouldn't you solve with cameras It's [----]. The self-driving problem is not a sensor"  
[X Link](https://x.com/Stonefoxcapital/status/2019067242013450287)  2026-02-04T15:15Z [----] followers, [---] engagements


"Commented on $APP - AppLovin: The Genie Is Still In The Bottle. https://seekingalpha.com/article/4865051-applovin-the-genie-is-still-in-the-bottlesource=twitter&sht=t9y1gu&shu=514v#comment-102056168 https://seekingalpha.com/article/4865051-applovin-the-genie-is-still-in-the-bottlesource=twitter&sht=t9y1gu&shu=514v#comment-102056168"  
[X Link](https://x.com/Stonefoxcapital/status/2019091302852571510)  2026-02-04T16:50Z [----] followers, [---] engagements


"$ORCL Oracle just got the funding to finish the big AI data center buildout. The company most definitely isnt blowup. you guys are worried about shitco SAAS names when stuff like $ORCL is blowing up live you guys are worried about shitco SAAS names when stuff like $ORCL is blowing up live"  
[X Link](https://x.com/Stonefoxcapital/status/2019117353066459631)  2026-02-04T18:34Z [----] followers, [---] engagements


"$SNAP Snap reported a 71% boost in subscriptions to 24M after the launch of Memories Storage Plans. The stock doesn't below at $6"  
[X Link](https://x.com/Stonefoxcapital/status/2019167916046823451)  2026-02-04T21:55Z [----] followers, [---] engagements


"$SNAP stop it the buyback is due to the cheap stock. $SNAP Just reported earnings and issued a $500M share buyback. The buyback is a red flag. Q4 Report: - Revenue: $1.716 Billion (+10%) - FCF: $206M (+13%) - Net Income: $45M - Gross Margins: 59% $SNAP recognized $257.2 million in STOCK BASED COMPENSATION ending the year with https://t.co/gnVLoJ65T5 $SNAP Just reported earnings and issued a $500M share buyback. The buyback is a red flag. Q4 Report: - Revenue: $1.716 Billion (+10%) - FCF: $206M (+13%) - Net Income: $45M - Gross Margins: 59% $SNAP recognized $257.2 million in STOCK BASED"  
[X Link](https://x.com/Stonefoxcapital/status/2019177386189943058)  2026-02-04T22:32Z [----] followers, [----] engagements


"$IONQ someone that agrees the acquisitions make no since especially a semi. fab. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in [----] which we believe caused their CEO to resign and insiders to dump $396.6 million in stock. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in [----] which we believe caused their CEO to resign and"  
[X Link](https://x.com/Stonefoxcapital/status/2019215365390361029)  2026-02-05T01:03Z [----] followers, [---] engagements


"Commented on $USAR - USA Rare Earth: Government Giveth Government Taketh Away. https://seekingalpha.com/article/4864791-usa-rare-earth-government-giveths-government-takeths-awaysource=twitter&sht=t9yu4i&shu=514v#comment-102061619 https://seekingalpha.com/article/4864791-usa-rare-earth-government-giveths-government-takeths-awaysource=twitter&sht=t9yu4i&shu=514v#comment-102061619"  
[X Link](https://x.com/Stonefoxcapital/status/2019247081614103035)  2026-02-05T03:09Z [----] followers, [---] engagements


"$UBER Uber risks getting 0% on robotaxi rides. $UBER: I dont get why investors dont see that adding a self-driving option will have the same effect as when Uber added UberX (30-35% cheaper fares) in [----] to its Uber black car fleet on which the Uber business was founded in [----]. Its classic brand leverage as Uber removes $UBER: I dont get why investors dont see that adding a self-driving option will have the same effect as when Uber added UberX (30-35% cheaper fares) in [----] to its Uber black car fleet on which the Uber business was founded in [----]. Its classic brand leverage as Uber removes"  
[X Link](https://x.com/Stonefoxcapital/status/2019271205958856971)  2026-02-05T04:45Z [----] followers, [---] engagements


"Commented on $QCOM $QCOM:CA - Qualcomm: Ignored Personal AI Boom. https://seekingalpha.com/article/4860283-qualcomm-ignored-personal-ai-boomsource=twitter&sht=t9zq5l&shu=514v#comment-102064264 https://seekingalpha.com/article/4860283-qualcomm-ignored-personal-ai-boomsource=twitter&sht=t9zq5l&shu=514v#comment-102064264"  
[X Link](https://x.com/Stonefoxcapital/status/2019421192080486888)  2026-02-05T14:41Z [----] followers, [---] engagements


"AI isn't having a big impact if it's only 7% of job cuts. AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr AI DROVE 7% OF JANUARY JOB CUTS: CHALLENGER https://t.co/tKTAEDRFQr"  
[X Link](https://x.com/Stonefoxcapital/status/2019421353536090145)  2026-02-05T14:42Z [----] followers, [---] engagements


"$HIMS Hims & Hers Health is launching a compounded semaglutide pill at $49 intro pricing and $99/month on subscription vs. $199/month for Wegovy pill. $NVO The stock shouldn't be up 15% on any GLP-1 news not should Hims trade below $30 for any reason"  
[X Link](https://x.com/Stonefoxcapital/status/2019422468117795060)  2026-02-05T14:46Z [----] followers, [---] engagements


"$SNAP Snap is still cheap at $10. B.Riley Upgrades $SNAP to Buy from Neutral PT $10 Analyst comments: "Our positive view reflects early signs of progress on a number of key initiatives including: (a) sustained strong growth in revenue from premium subscriptions (driven by uptake for Snapchat+ Lens+ and https://t.co/J6oqhclvAc B.Riley Upgrades $SNAP to Buy from Neutral PT $10 Analyst comments: "Our positive view reflects early signs of progress on a number of key initiatives including: (a) sustained strong growth in revenue from premium subscriptions (driven by uptake for Snapchat+ Lens+ and"  
[X Link](https://x.com/Stonefoxcapital/status/2019424600174784947)  2026-02-05T14:55Z [----] followers, [---] engagements


"$NVO $HIMS Novo Nordisk still seems obsessed with Hims should've partnered with them. Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3 Novo Nordisks $NVO CEO says people taking $HIMS compounded pill would be wasting $49 because the compound wont be absorbed speaking on a call with analysts. https://t.co/f7QyhxWre3"  
[X Link](https://x.com/Stonefoxcapital/status/2019431109948502330)  2026-02-05T15:21Z [----] followers, [---] engagements


"$BMNR bookmark this for when Tom Lee has like an $80000000000 gain. JUST IN: Tom Lee's 'Bitmine' ETH investment is currently at a $8000000000 unrealized loss. https://t.co/5KXvobECIQ JUST IN: Tom Lee's 'Bitmine' ETH investment is currently at a $8000000000 unrealized loss. https://t.co/5KXvobECIQ"  
[X Link](https://x.com/Stonefoxcapital/status/2019450156052095315)  2026-02-05T16:36Z [----] followers, [---] engagements


"@commonsenseplay @kevinxu never go all in"  
[X Link](https://x.com/Stonefoxcapital/status/2019536340187267445)  2026-02-05T22:19Z [----] followers, [---] engagements


"Commented on $SNAP - Snap: Hidden Subscriber Boom. https://seekingalpha.com/article/4866714-snap-hidden-subscriber-boomsource=twitter&sht=ta0ca3&shu=514v#comment-102070068 https://seekingalpha.com/article/4866714-snap-hidden-subscriber-boomsource=twitter&sht=ta0ca3&shu=514v#comment-102070068"  
[X Link](https://x.com/Stonefoxcapital/status/2019541460442575261)  2026-02-05T22:39Z [----] followers, [---] engagements


"$HIMS Hims with the perfect response to Novo. The track record speaks for itself while big pharma remains focused protecting margins not patients. Our track record speaks for itself and is why weve been able to help nearly 2.5M customers access care personalized to their needs. Were focused on bringing more access more positive outcomes and more choice to customers everywhere. Thats as true today as it was at our Our track record speaks for itself and is why weve been able to help nearly 2.5M customers access care personalized to their needs. Were focused on bringing more access more positive"  
[X Link](https://x.com/Stonefoxcapital/status/2019598903793053918)  2026-02-06T02:27Z [----] followers, [---] engagements


"$HIMS why are the Hims takes so bad The online health company is building an incredible platform yet people are so easily distracted ny a small part of the story. $HIMS is still a boom and bust story. And there's a lot of the bust recently. Prime example today. Boom: +20% for deceiving marketing. Bust: back to -3%+ when hit by reality. All intraday. Very stupid thing to do by $HIMS. Seems thematic to their CEO though. https://t.co/coCggGgDGh $HIMS is still a boom and bust story. And there's a lot of the bust recently. Prime example today. Boom: +20% for deceiving marketing. Bust: back to -3%+"  
[X Link](https://x.com/Stonefoxcapital/status/2019599749645799910)  2026-02-06T02:31Z [----] followers, [---] engagements


"$IREN Fintwit has the worse takes this week. IREN is busy ramping up the AI business leading to timing issues on financial metrics. Anybody thinking this means the business is a failure shouldnt be investing. 🚨BREAKING: $IREN STOCK I've been warning you for months that "potential" doesn't pay the bills but clearly nobody was listening while you were busy chasing the new AI hyperscaler. Todays Q2 print was a total demolition of the bull thesis proving once and for all that $IREN https://t.co/7HsnXQKlWH 🚨BREAKING: $IREN STOCK I've been warning you for months that "potential" doesn't pay the"  
[X Link](https://x.com/Stonefoxcapital/status/2019608294575468608)  2026-02-06T03:05Z [----] followers, [----] engagements


"@RemoteNavigator @InvestorVideos and no one should listen now. This was the same logic that sold $NBIS at $25 after a "bad" quarter in the ramp up phase"  
[X Link](https://x.com/Stonefoxcapital/status/2019630795124588609)  2026-02-06T04:34Z [----] followers, [---] engagements


"$RBLX remains far ahead of the game. Google's Project Genie has nothing on Roblox. Today were launching 4D generation powered by our Cube Foundation Model. Creators can build experiences that let players create interactive 3D objects like cars planes and more. This is just the beginning see what's next with AI-powered creation. 1/4 https://t.co/LutYLUbeXo https://t.co/AekRgO59F6 Today were launching 4D generation powered by our Cube Foundation Model. Creators can build experiences that let players create interactive 3D objects like cars planes and more. This is just the beginning see what's"  
[X Link](https://x.com/Stonefoxcapital/status/2019633792609038372)  2026-02-06T04:46Z [----] followers, [---] engagements


"$HIMS Hims is about offering personalized services with better health outcomes. Compounded GLP-1s is a small part of the story. Im sorry but the people who are selling $HIMS today because they are unhappy with the GLP-1 copy pill clearly didn't do their DD before buying the stock. This is what $HIMS is about. Cutting the cost of healthcare for millions of Americans and that means upsetting 'Big Im sorry but the people who are selling $HIMS today because they are unhappy with the GLP-1 copy pill clearly didn't do their DD before buying the stock. This is what $HIMS is about. Cutting the cost"  
[X Link](https://x.com/Stonefoxcapital/status/2019816860288704774)  2026-02-06T16:54Z [----] followers, [---] engagements


"$HIMS Hims investors constantly going on social to proclaim to the world they dont understand the company is troodd. $HIMS once again reminded me why I exited my position months ago. This company consistently operates in a legal grey area that presents too much regulatory risk for my liking. I simply can't trust this management anymore. $HIMS once again reminded me why I exited my position months ago. This company consistently operates in a legal grey area that presents too much regulatory risk for my liking. I simply can't trust this management anymore"  
[X Link](https://x.com/Stonefoxcapital/status/2019818849991041310)  2026-02-06T17:01Z [----] followers, [---] engagements


"$RDDT Claude is just copying existing tech its not creating new products. Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth and expand subreddits. Should I keep building my own Reddit https://t.co/sLdnSq9irP Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth and expand subreddits. Should I"  
[X Link](https://x.com/Stonefoxcapital/status/2019891474268131537)  2026-02-06T21:50Z [----] followers, [---] engagements


"$HIMS Hims is legally compounding personalized GLP-1s. It appears the company incorrectly made a claim that has been removed from marketing materials already. Otherwise the FDA isnt doing anything. BREAKING: FDA announces intent to restrict non-FDA-approved compounded GLP-1 drugs directly names Hims & Hers $HIMS FDA says it will use "all available compliance and enforcement tools" including seizure and injunction against companies marketing unapproved compounded GLP-1 https://t.co/TASg8gFdmo BREAKING: FDA announces intent to restrict non-FDA-approved compounded GLP-1 drugs directly names Hims"  
[X Link](https://x.com/Stonefoxcapital/status/2019989833977155964)  2026-02-07T04:21Z [----] followers, [---] engagements


"@CatNyanpital @mukund @LinkedIn surely something else already existed for the basics. AI didnt replace Salesforce it just tricked this business into settling for the basics"  
[X Link](https://x.com/Stonefoxcapital/status/2019991190981247157)  2026-02-07T04:26Z [----] followers, [--] engagements


"$HIMS these Hims takes are painful to read. Does nobody actually do research It seems like everyone invests off the headlines. The company has a [----] plan for 10M subs $6.5B in sales and GLP-1s arent part of the plan. Peter Lynch: Dont fall in love with a stock. If fundamentals deteriorate say goodbye to it. I was an early $HIMS bull and tripled my money on the stock. But it was obvious after Q2 last year that their sales wouldnt grow much without GLP-1. Fundamentals were declining https://t.co/aSWkwlS5JZ Peter Lynch: Dont fall in love with a stock. If fundamentals deteriorate say goodbye to"  
[X Link](https://x.com/Stonefoxcapital/status/2019992667258778040)  2026-02-07T04:32Z [----] followers, [----] engagements


"$SNAP Snap needs to get the Perplexity integration figured out. BREAKING: Perplexity announces an advanced version of Deep Research which beats both OpenAI and Anthropic in benchmarking tests. The AI race just keeps on accelerating. https://t.co/bYX6ahkPe8 BREAKING: Perplexity announces an advanced version of Deep Research which beats both OpenAI and Anthropic in benchmarking tests. The AI race just keeps on accelerating. https://t.co/bYX6ahkPe8"  
[X Link](https://x.com/Stonefoxcapital/status/2020169352029315154)  2026-02-07T16:14Z [----] followers, [---] engagements


"$HIMS so much irrational hysteria on Hims. Nothing from this week alters the plan for [----] sales of $6.5B. If anything Hims got s ton of free marketing. $HIMS is going down 30-50% next week. Thats not hyperbole. The FDA commissioner said no mas and their a DOJ investigation coming. HIMS was cited explicitly. Unlikely $DUOL which doesnt have biz risk of disappearing overnight EVERYONE knew the FDA DOJ State pharmacy boards https://t.co/lHmmbHrmI8 $HIMS is going down 30-50% next week. Thats not hyperbole. The FDA commissioner said no mas and their a DOJ investigation coming. HIMS was cited"  
[X Link](https://x.com/Stonefoxcapital/status/2020288428932210962)  2026-02-08T00:07Z [----] followers, [---] engagements


"@SharkChart definitely not 30%. Why make up that number"  
[X Link](https://x.com/Stonefoxcapital/status/2020358342720233869)  2026-02-08T04:45Z [----] followers, [---] engagements


"$SNOW $TEAM SBC impacts share dilution and has a far lower impact on high multiple stocks like Snowflake. The FCF chart is worthless. FCF margins adjusted for SBC $TEAM and $SNOW are absolute criminals. https://t.co/6fQ6gNSIIK FCF margins adjusted for SBC $TEAM and $SNOW are absolute criminals. https://t.co/6fQ6gNSIIK"  
[X Link](https://x.com/Stonefoxcapital/status/2020504844495393251)  2026-02-08T14:27Z [----] followers, [---] engagements


"$HIMS CEO remains full speed ahead on disrupting healthcare. Notice how the Super Bowl ad has no mention of GLP-1s. Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized."  
[X Link](https://x.com/Stonefoxcapital/status/2020635413501952374)  2026-02-08T23:06Z [----] followers, [----] engagements


"@himshouse makes no sense Novo has to prove Hims is actively engaging doctors to prescribe a compounded version when the branded version will suffice"  
[X Link](https://x.com/Stonefoxcapital/status/2020877799330865546)  2026-02-09T15:09Z [----] followers, [----] engagements


"$NVO Did Novo Nordisk just fall into a trap by Hims $HIMS The announcements by HHS on Friday and the sudden decision by Novo to reverse course and finally go after Hims on patent grounds feel coordinated. These actions were clearly in the works for weeks if not months. In my opinion they were part of the MFN efforts last year and were The announcements by HHS on Friday and the sudden decision by Novo to reverse course and finally go after Hims on patent grounds feel coordinated. These actions were clearly in the works for weeks if not months. In my opinion they were part of the MFN efforts"  
[X Link](https://x.com/Stonefoxcapital/status/2020885782953632035)  2026-02-09T15:41Z [----] followers, [---] engagements


"$WULF so Morgan Stanley sees 150% upside on TeraWulf while using a valuation multiple below industry comps. $CIFR $WULF : Morgan Stanley initiates at sets  $ Analyst sees strong DC pipeline execution values upside using REIT endgame framework with $8/watt base case vs $18/watt comps. https://t.co/LlOUtiSLEt $WULF : Morgan Stanley initiates at sets  $ Analyst sees strong DC pipeline execution values upside using REIT endgame framework with $8/watt base case vs $18/watt comps. https://t.co/LlOUtiSLEt"  
[X Link](https://x.com/Stonefoxcapital/status/2020887338683937129)  2026-02-09T15:47Z [----] followers, [---] engagements


"$IBM IBM doesnt have any real AI outside of low-margin consulting. The market love is misplaced. Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C Microsoft now trades at a lower forward multiple than IBM for the first time in 10+ years. Forward P/E: $MSFT: 22.9x $IBM: 24.1x https://t.co/PDJpZoUd9C"  
[X Link](https://x.com/Stonefoxcapital/status/2020916828759834994)  2026-02-09T17:44Z [----] followers, [---] engagements


"$HIMS HHS general counsel has an issue with compounding in general though the FDA and the law supports this process. Hims likely needs to tweak marketing"  
[X Link](https://x.com/Stonefoxcapital/status/2021013452978807046)  2026-02-10T00:08Z [----] followers, [---] engagements


"Stock rebounded all day as the market realized the FDA and DoJ dont have any real case against Hims offering compounded drugs"  
[X Link](https://x.com/Stonefoxcapital/status/2021014335598829871)  2026-02-10T00:12Z [----] followers, [---] engagements


"Commented on $VRT - Vertiv: AI Momentum Risks. https://seekingalpha.com/article/4856985-vertiv-ai-momentum-riskssource=twitter&sht=tab0vp&shu=514v#comment-102108737 https://seekingalpha.com/article/4856985-vertiv-ai-momentum-riskssource=twitter&sht=tab0vp&shu=514v#comment-102108737"  
[X Link](https://x.com/Stonefoxcapital/status/2021632075884019940)  2026-02-11T17:07Z [----] followers, [---] engagements


"$ASTS AST included on the list with some bangup companies. $ASTS: @AST_SpaceMobile finally made it into Tranche #3 of the Missile Defense Agency (MDA) SHIELD Multiple Award IDIQ Contract h/t: u/thetrny on Reddit Notice of Awards - January [--] [----] Following the initial tranche of [----] awards announced December [--] [----] and the second https://t.co/0uGJ1UoSNo $ASTS: @AST_SpaceMobile finally made it into Tranche #3 of the Missile Defense Agency (MDA) SHIELD Multiple Award IDIQ Contract h/t: u/thetrny on Reddit Notice of Awards - January [--] [----] Following the initial tranche of [----] awards announced"  
[X Link](https://x.com/Stonefoxcapital/status/2011965426641563812)  2026-01-16T00:55Z [----] followers, 16.3K engagements


"$INTU Are people really going to dump tax and accounting software for Anthropic. Doesn't make a lot of sense"  
[X Link](https://x.com/Stonefoxcapital/status/2019051554251079989)  2026-02-04T14:12Z [----] followers, [---] engagements


"$BOX Box CEO Aaron Levie: Less sympathetic to argument companies will build their own software systems. software sell off is overdone https://cnb.cx/3MoFgDi https://cnb.cx/3MoFgDi"  
[X Link](https://x.com/Stonefoxcapital/status/2019203655740858591)  2026-02-05T00:17Z [----] followers, [---] engagements


"$RBLX Roblox rallying 11% on this upgrade is wild. After all these years the market still can't think without analysts. 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The https://t.co/cspCpQH4so 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected"  
[X Link](https://x.com/Stonefoxcapital/status/2020994487053394418)  2026-02-09T22:53Z [----] followers, [---] engagements


"$DVN $EXE OKC losing the HQs of Devon Chesapeake and Southwestern is really an end of an era. Seven days after Devon Energy announced theyre leaving Oklahoma Expand Energy just announced theyre pulling out too. Why this is happening and my thoughts below: https://t.co/in5sV4WX09 Seven days after Devon Energy announced theyre leaving Oklahoma Expand Energy just announced theyre pulling out too. Why this is happening and my thoughts below: https://t.co/in5sV4WX09"  
[X Link](https://x.com/Stonefoxcapital/status/2021030779732828592)  2026-02-10T01:17Z [----] followers, [---] engagements


"$DDOG AI really isn't the issue the issue is Datadog trading at 50x forward EPS while AI is a risk. Datadog CEO: "We saw a continued acceleration of our revenue growth. This acceleration was driven in large part by the inflection of our broad-based business outside of the AI native group of customers we discussed in the past" $DDOG: +14% today https://t.co/Za9CK9UBOg Datadog CEO: "We saw a continued acceleration of our revenue growth. This acceleration was driven in large part by the inflection of our broad-based business outside of the AI native group of customers we discussed in the past""  
[X Link](https://x.com/Stonefoxcapital/status/2021255891425562957)  2026-02-10T16:12Z [----] followers, [---] engagements


"$TSLA Tesla is worth $1.6T. Can only imagine your view of the CEO. Yes $HIMS management did make a mistake but it doesn't mean they're not trustworthy. FDA Sept 25: Do not use the same active ingredient as Wegovy HIMS Feb 26: The same active ingredient as Wegovy . CEO replying to an X grifter "👀" about short squeeze. He sold https://t.co/vCf2trc0Ra Yes $HIMS management did make a mistake but it doesn't mean they're not trustworthy. FDA Sept 25: Do not use the same active ingredient as Wegovy HIMS Feb 26: The same active ingredient as Wegovy . CEO replying to an X grifter "👀" about short"  
[X Link](https://x.com/Stonefoxcapital/status/2021380949611774169)  2026-02-11T00:29Z [----] followers, [---] engagements


"$UPST Upstart just shifted around the whole executive team in a corporate shuffle. The CEO CFO CTO and COO all just moved to new positions"  
[X Link](https://x.com/Stonefoxcapital/status/2021384661130412265)  2026-02-11T00:43Z [----] followers, [---] engagements


"https://seekingalpha.com/news/4549779-upstart-appoints-paul-gu-as-ceo https://seekingalpha.com/news/4549779-upstart-appoints-paul-gu-as-ceo"  
[X Link](https://x.com/Stonefoxcapital/status/2021386563066744889)  2026-02-11T00:51Z [----] followers, [---] engagements


"$KHC Kraft Heinz should've soared on this news. Focus on the business not the spin. Kraft Heinze Chair: "We are confident that our decision to pause the work related to the separation and fully focusing our resources in service of growth is the right move at this time." $KHC: -7% Pre-Market https://t.co/wSD1Ux3QkK Kraft Heinze Chair: "We are confident that our decision to pause the work related to the separation and fully focusing our resources in service of growth is the right move at this time." $KHC: -7% Pre-Market https://t.co/wSD1Ux3QkK"  
[X Link](https://x.com/Stonefoxcapital/status/2021609801797529629)  2026-02-11T15:38Z [----] followers, [---] engagements


"$HIMS Hims is still selling compounded GLP-1s b/c it's supported by the FDA and the courts"  
[X Link](https://x.com/Stonefoxcapital/status/2021631305079812242)  2026-02-11T17:03Z [----] followers, [----] engagements


"@BoxLongs how does this compare to how much say a Pinterest spends on legal fees"  
[X Link](https://x.com/Stonefoxcapital/status/2021654456618954856)  2026-02-11T18:35Z [----] followers, [---] engagements


"$HOOD Robinhood will still compound just not in a straight line. I think [----] will be the year when it becomes clear to everyone how cyclical the $HOOD growth engine is. This is an innovative company. They have product that resonates with a lot of people. Theyve executed very well. Still cant think of this as a structural compounder like a I think [----] will be the year when it becomes clear to everyone how cyclical the $HOOD growth engine is. This is an innovative company. They have product that resonates with a lot of people. Theyve executed very well. Still cant think of this as a"  
[X Link](https://x.com/Stonefoxcapital/status/2021702714476925155)  2026-02-11T21:47Z [----] followers, [---] engagements


"$HIMS another Buy High Sell Low winner 😂 $HIMS https://t.co/qpHI8HSyH2 $HIMS https://t.co/qpHI8HSyH2"  
[X Link](https://x.com/Stonefoxcapital/status/2021702981272367108)  2026-02-11T21:48Z [----] followers, [----] engagements


"$NVO Novo CEO confuses the issue while not getting to decide how compounding is utilized. Its bizarre for him to suggest customers should be restricted to a few basic doses. Hims wins the case with his view. $HIMS Novo Nordisk Chief Executive Officer Maziar Mike Doustdar says its suing Hims & Hers for making knock-offs of its obesity medicines even as Hims scrapped plans to sell a copycat version of the Wegovy pill https://t.co/b7cMKGUYp8 https://t.co/HUKW7ItoFq Novo Nordisk Chief Executive Officer Maziar Mike Doustdar says its suing Hims & Hers for making knock-offs of its obesity medicines"  
[X Link](https://x.com/Stonefoxcapital/status/2021705602158747823)  2026-02-11T21:59Z [----] followers, [----] engagements


"$AUR Aurora Innovation still trading under $5 b/c the autonomous trucking company is still stuck on development and not enough on running a business. 📍 250000+ driverless miles (nearly 3x growth since Oct) 🌧Inclement weather: Including driverless ops in rain fog and heavy wind 🚛 [---] trucks by the end of [----] https://twitter.com/i/web/status/2021720998857285903 https://twitter.com/i/web/status/2021720998857285903"  
[X Link](https://x.com/Stonefoxcapital/status/2021720998857285903)  2026-02-11T23:00Z [----] followers, [---] engagements


"$AUR already had a trucking lane open back in [----]. The company has done nothing to focus on running commercial operations. New lanes are simple testing"  
[X Link](https://x.com/Stonefoxcapital/status/2021723215635099651)  2026-02-11T23:09Z [----] followers, [---] engagements


"$VRT Vertiv only forecasts 20%ish growth. A lot of the orders/backlog growth is multi-year deals. Surprised $VRT isn't up more after insane earnings: Orders up 252% y/y 🤯 Backlog hit $15B up 2x y/y Adjusted FCF $910M up 151% y/y This is why it's worth understanding the science behind the stocks https://t.co/18FCZUsSsy Surprised $VRT isn't up more after insane earnings: Orders up 252% y/y 🤯 Backlog hit $15B up 2x y/y Adjusted FCF $910M up 151% y/y This is why it's worth understanding the science behind the stocks https://t.co/18FCZUsSsy"  
[X Link](https://x.com/Stonefoxcapital/status/2021835910107574458)  2026-02-12T06:36Z [----] followers, [---] engagements


"$SMCI Super Micro with a monster quarter with revenues up over 100% sequentially. The stock should be back to the highs at $60+ -Q2 Non-GAAP EPS of $0.69 beats by $0.20. -Revenue of $12.7B (+122.8% Y/Y) beats by $2.36B. -The Company expects net sales of at least $12.3 billion vs $10.20B consensus for the FQ3'26 ending. Non-GAAP EPS of at least $0.60 vs $0.52 consensus. -For FY26 the Company expects net sales of at least $40.0 billion. https://twitter.com/i/web/status/2018811792621985895 https://twitter.com/i/web/status/2018811792621985895"  
[X Link](https://x.com/Stonefoxcapital/status/2018811792621985895)  2026-02-03T22:20Z [----] followers, [----] engagements


"$DAVE Dave is the top performing consumer finance stock this year with a 150% gain. Still mind numbing that MoneyLion agreed to sell to Gen Digital at the end of last year for 10x EBITDA. The BoD gave up massive potential gains for nothing. $GEN $ML"  
[X Link](https://x.com/Stonefoxcapital/status/2003511923753771044)  2025-12-23T17:04Z [----] followers, [---] engagements


"$UPST Upstart guiding to only $1.4B in [----] sales reinforces the concept of the business running into a wall at $300M per quarter. The [----] guidance only forecasts the business avg'ing $350M per quarter after nearly reaching $300M in Q4"  
[X Link](https://x.com/Stonefoxcapital/status/2021335439605629369)  2026-02-10T21:28Z [----] followers, [----] engagements


"$SMCI definitely looks loaded for a run to $100+. $SMCI if technicals play out not only will today be huge but last time all three moving averages crossed like this the stock nearly 4X in [--] months. If history repeats itself it will take us back to ATH of $122.90. First we need to break the $34-$36.50 & $55-$60 resistance. https://t.co/Lk0W2d6E5R $SMCI if technicals play out not only will today be huge but last time all three moving averages crossed like this the stock nearly 4X in [--] months. If history repeats itself it will take us back to ATH of $122.90. First we need to break the $34-$36.50"  
[X Link](https://x.com/Stonefoxcapital/status/2021980930433601652)  2026-02-12T16:13Z [----] followers, [---] engagements


"$CCCX Infleqtion really seems like the best quantum computing play on the market due to both value and potential. Added to position $CCCX. Remain long Infleqtion and short $RGTI. Voted ALL my shares Why Because Infleqtion just secured a $6.2M ARPA-E contract with the U.S. DOE to apply quantum computing to real U.S. energy-grid optimization alongside Argonne National Lab EPRI and Added to position $CCCX. Remain long Infleqtion and short $RGTI. Voted ALL my shares Why Because Infleqtion just secured a $6.2M ARPA-E contract with the U.S. DOE to apply quantum computing to real U.S. energy-grid"  
[X Link](https://x.com/Stonefoxcapital/status/2021256386814812330)  2026-02-10T16:14Z [----] followers, [---] engagements


"$NMAX wait Newsmax is pumping their own stock with an ad on Twitter Newsmax Stock: Analysts see price rising to $20-$22 Find out why below. Newsmax Stock: Analysts see price rising to $20-$22 Find out why below"  
[X Link](https://x.com/Stonefoxcapital/status/2011899026069995631)  2026-01-15T20:31Z [----] followers, [---] engagements


"$GEMI Gemeni shifted focus to prediction markets away from intl crypto due to this growth. Vegas did $130M on the Super Bowl. Prediction markets did $1.33B. 10x Vegas [--]. @Kalshi - $871M [--]. @Polymarket - $312M [--]. @opinionlabsxyz - $92M [--]. @predictdotfun - $31M [--]. @Novig - $19M [--]. @SX_Bet - $5M [--]. @Overtime_io - $443K Vegas did $130M on the Super Bowl. Prediction markets did $1.33B. 10x Vegas [--]. @Kalshi - $871M [--]. @Polymarket - $312M [--]. @opinionlabsxyz - $92M [--]. @predictdotfun - $31M [--]. @Novig - $19M [--]. @SX_Bet - $5M [--]. @Overtime_io - $443K"  
[X Link](https://x.com/Stonefoxcapital/status/2021350169590235361)  2026-02-10T22:26Z [----] followers, [---] engagements


"Commented on $SMCI - Super Micro: Market Still Showing No Love For A Big AI Boost. https://seekingalpha.com/article/4868055-super-micro-market-still-showing-no-love-for-a-big-ai-boostsource=twitter&sht=taasut&shu=514v#comment-102106705 https://seekingalpha.com/article/4868055-super-micro-market-still-showing-no-love-for-a-big-ai-boostsource=twitter&sht=taasut&shu=514v#comment-102106705"  
[X Link](https://x.com/Stonefoxcapital/status/2021588454229016605)  2026-02-11T14:13Z [----] followers, [---] engagements


"$HIMS Hims launched multiple products in Q4 expanded to Europe and entered Canada yet some supposed investors claim they need to focus on core business. Are these posts made to intentionally mislead people to get the price to $10 $HIMS downfall is a lesson in how execution missteps and scattered focus can erase value. I bought it because of their ability to execute in a market where incumbents like $TDOC botched. I exited for 300% gain when they wanted to keep pursuing the GLP-1 market after the end of https://t.co/kZixEFN4LM $HIMS downfall is a lesson in how execution missteps and scattered"  
[X Link](https://x.com/Stonefoxcapital/status/2022096626861715779)  2026-02-12T23:52Z [----] followers, [---] engagements


"$CRWV $NBIS $IREN are AI Cloud companies they aren't not the same as the data center REITs. Data center stocks ranked by market cap: $CRWV (CoreWeave) - $50B $NBIS (Nebius) - $24B $IREN (IREN) - $12B $APLD (Applied Digital) - $10B $GLXY (Galaxy Digital) - $8B $WULF (TeraWulf) - $8B $CIFR (Cipher Mining) - $7B $HUT (Hut 8) - $6B AI needs power. Power needs Data center stocks ranked by market cap: $CRWV (CoreWeave) - $50B $NBIS (Nebius) - $24B $IREN (IREN) - $12B $APLD (Applied Digital) - $10B $GLXY (Galaxy Digital) - $8B $WULF (TeraWulf) - $8B $CIFR (Cipher Mining) - $7B $HUT (Hut 8) - $6B AI"  
[X Link](https://x.com/Stonefoxcapital/status/2022172187877327102)  2026-02-13T04:53Z [----] followers, [---] engagements


"@novonordisk funny Novo didnt sue all this time hmm"  
[X Link](https://x.com/Stonefoxcapital/status/2020849759037075579)  2026-02-09T13:18Z [----] followers, [---] engagements


"$MSOS DEA is an unserious organization. . Illegaly talking with cannabis opponents amidst rescheduling process https://www.marijuanamoment.net/dea-judge-gives-agency-one-week-to-address-allegations-of-illegal-talks-with-marijuana-opponents-amid-rescheduling-process/ https://www.marijuanamoment.net/dea-judge-gives-agency-one-week-to-address-allegations-of-illegal-talks-with-marijuana-opponents-amid-rescheduling-process/"  
[X Link](https://x.com/anyuser/status/1859369758933618937)  2024-11-20T22:54Z [----] followers, [----] engagements


"$MSOS $CURLF If Trump manages to reform cannabis he won't steal it from anyone. Biden/Harris failed to make any cannabis reforms. $TLRY Trump will steal cannabis reform and claim it as an accomplishment just like Biden stole the Covid response and claimed it as an accomplishment. The market mistakenly believes that Trump is a prohibitionist just because hes a Republican. They are wrong. $TLRY $MSOS $MSOX $SBIG https://t.co/G0UnIoPk0f Trump will steal cannabis reform and claim it as an accomplishment just like Biden stole the Covid response and claimed it as an accomplishment. The market"  
[X Link](https://x.com/anyuser/status/1862910351102071257)  2024-11-30T17:23Z [----] followers, [----] engagements


"@niccruzpatane Waymo focuses on security Tesla can't even operate without a driver"  
[X Link](https://x.com/anyuser/status/1950266464449237153)  2025-07-29T18:45Z [----] followers, [----] engagements


"@GrantCardone housing prices need to fall as well. Lower interest rates could well boost prices"  
[X Link](https://x.com/anyuser/status/1951028962391408950)  2025-07-31T21:15Z [----] followers, [----] engagements


"$JOBY Joby Aviation had the stock trading at $20 multiple times and chose now to raise $1 billion in a mixed offering with the common at $11.35 is absurd. Not sure which eVTOL company executed a worse secondary Joby or Archer. $ACHR Joby Aviation Inc $JOBY Joby is taking it on the chin 15% drop today after announcing a $1 billion capital raise. The market hates dilution but in the eVTOL race they need this to survive. These funds are specifically for the final stages of aircraft certification and https://t.co/yrNWW3BhXa Joby Aviation Inc $JOBY Joby is taking it on the chin 15% drop today"  
[X Link](https://x.com/Stonefoxcapital/status/2016889269197918305)  2026-01-29T15:00Z [----] followers, [----] engagements


"$RIVN Rivian with only 65K deliveries in [--] isnt actually that impressive. $RIVN (not owned) +15% post-mkt after reporting lower than exp 4Q loss and guiding to higher than exp FY26 delivs. RIVNs lower-priced R2 midsized SUV will start shipping in 2Q as planned. 4Q results: - Revs $1.29B vs $1.26B est - Adj EBiTDA -$465M vs -$568M - Adj loss -$.54 $RIVN (not owned) +15% post-mkt after reporting lower than exp 4Q loss and guiding to higher than exp FY26 delivs. RIVNs lower-priced R2 midsized SUV will start shipping in 2Q as planned. 4Q results: - Revs $1.29B vs $1.26B est - Adj EBiTDA -$465M"  
[X Link](https://x.com/Stonefoxcapital/status/2022064513164747255)  2026-02-12T21:45Z [----] followers, [---] engagements


"@paulchu_og my wife and daughter use Pinterest all the time. It's very popular amongst women"  
[X Link](https://x.com/Stonefoxcapital/status/2022335821987418466)  2026-02-13T15:43Z [----] followers, [--] engagements


"$GOOG Waymo costs set to plunge as volumes ramp. NEWS: Hyundai to supply Google's self-driving unit Waymo with [-----] IONIQ [--] autonomous vehicles by [----]. With an estimated price tag of $50000 per vehicle the contract could be worth $2.5 billion. This figure does not include the cameras sensors etc that Waymo would need https://t.co/CF3bfp0Hmg NEWS: Hyundai to supply Google's self-driving unit Waymo with [-----] IONIQ [--] autonomous vehicles by [----]. With an estimated price tag of $50000 per vehicle the contract could be worth $2.5 billion. This figure does not include the cameras sensors etc that"  
[X Link](https://x.com/Stonefoxcapital/status/2021588781439041949)  2026-02-11T14:14Z [----] followers, [---] engagements


"Commented on $CRWD - CrowdStrike: Dead Money Drag. https://seekingalpha.com/article/4869931-crowdstrike-dead-money-dragsource=twitter&sht=taeotv&shu=514v#comment-102124520 https://seekingalpha.com/article/4869931-crowdstrike-dead-money-dragsource=twitter&sht=taeotv&shu=514v#comment-102124520"  
[X Link](https://x.com/Stonefoxcapital/status/2022349327121924149)  2026-02-13T16:37Z [----] followers, [---] engagements


"$ASTS AST SpaceMobile is not an ala carte needed service as much as the bulls push this thesis. 99% of people never go to a location without viable 4G/5G services. Deutsche Bank price target hike is just more fluff by raising multiples and assumptions without any real world data to support this thesis. 1/ $ASTS: 🚨 DEUTSCHE BANK UPGRADES AST SPACEMOBILE PRICE TARGET TO $137 FROM $81 REITERATES BUY RATING Our New Model Includes A Larger TAM Greater Capex And Lower Supplemental Coverage ARPU Among Other Changes We're publishing a revamped model with updated TAM https://t.co/a6hGkysO4Z 1/ $ASTS:"  
[X Link](https://x.com/Stonefoxcapital/status/2013769768344428831)  2026-01-21T00:25Z [----] followers, [----] engagements


"$ASTS AST BlueBird [--] launch likely in early March is an absolute disaster yet Wall St. cheers the ongoing satellite launch delays. As usual AST is disingenuous about the pace of launches removing the "no earlier than" qualifier from the date indicated by Blue Origin. https://t.co/PAH4WH6dsZ As usual AST is disingenuous about the pace of launches removing the "no earlier than" qualifier from the date indicated by Blue Origin. https://t.co/PAH4WH6dsZ"  
[X Link](https://x.com/Stonefoxcapital/status/2014368971793875374)  2026-01-22T16:06Z [----] followers, [---] engagements


"$HIMS shorts just haven't done the research here. 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH [----] MILLION SHARES SHORT MORE THAN 40% SHORT INTEREST DATA AS OF JAN [--] [----] 🤯🤯🤯 https://t.co/isiRupVPkR 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH [----] MILLION SHARES SHORT MORE THAN 40% SHORT INTEREST DATA AS OF JAN [--] [----] 🤯🤯🤯 https://t.co/isiRupVPkR"  
[X Link](https://x.com/Stonefoxcapital/status/2021293338045948249)  2026-02-10T18:41Z [----] followers, 21.1K engagements


"@paulcerro wait you thought stock hysteria was somehow verification amateur"  
[X Link](https://x.com/Stonefoxcapital/status/2021648648598433919)  2026-02-11T18:12Z [----] followers, [----] engagements


"@JKeynesAlpha the ramp was far too slow still talking about trucking lanes not commercializing"  
[X Link](https://x.com/Stonefoxcapital/status/2022066809575555543)  2026-02-12T21:54Z [----] followers, [---] engagements


"$AUR Aurora Innovation has like [--] trucks. The company itself acts like it doesnt exist. $AUR 👀 I think people still don't even think about AUR at all. It's like it doesn't exist. $AUR 👀 I think people still don't even think about AUR at all. It's like it doesn't exist"  
[X Link](https://x.com/Stonefoxcapital/status/2022098152476880920)  2026-02-12T23:59Z [----] followers, [---] engagements


"$NVO of course the Novo CEO wants compounders to submit to big pharma but the FDA patients and the legal system are on the sides of the compounders. Ro is on the wrong side of what patients want. Holy shit $HIMS Novo calls on compounders to cooperate https://t.co/ciDeUWgRYu Holy shit $HIMS Novo calls on compounders to cooperate https://t.co/ciDeUWgRYu"  
[X Link](https://x.com/Stonefoxcapital/status/2022360275102642576)  2026-02-13T17:20Z [----] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

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