# ![@TaylorStCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1973834348626653187.png) @TaylorStCap Taylor St Cap

Taylor St Cap posts on X about $root, $blnd, $spcb, $geni the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1973834348626653187/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:interactions.svg)

- [--] Week [-----] -0.54%
- [--] Month [------] -14%

### Mentions: [--] [#](/creator/twitter::1973834348626653187/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:posts_active.svg)

- [--] Week [--] -39%
- [--] Month [--] +31%

### Followers: [---] [#](/creator/twitter::1973834348626653187/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:followers.svg)

- [--] Week [---] +6.70%
- [--] Month [---] +50%

### CreatorRank: [-------] [#](/creator/twitter::1973834348626653187/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973834348626653187/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  46% [cryptocurrencies](/list/cryptocurrencies)  19% [finance](/list/finance)  19% [technology brands](/list/technology-brands)  7% [automotive brands](/list/automotive-brands)  3% [social networks](/list/social-networks)  2% [vc firms](/list/vc-firms)  1% [countries](/list/countries)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[$root](/topic/$root) 19%, [$blnd](/topic/$blnd) #3, [$spcb](/topic/$spcb) #9, [$geni](/topic/$geni) #1, [$klar](/topic/$klar) 11%, [ai](/topic/ai) 11%, [$fivn](/topic/$fivn) 8%, [$srad](/topic/$srad) #1, [fintech](/topic/fintech) 5%, [$rkt](/topic/$rkt) #18

**Top accounts mentioned or mentioned by**
[@magiccompounds](/creator/undefined) [@brndmg](/creator/undefined) [@j16425646](/creator/undefined) [@goblincharts](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@stockjabber](/creator/undefined) [@goldilock1969](/creator/undefined) [@michaelwigginso](/creator/undefined) [@fischerjiriml](/creator/undefined) [@johnhempton](/creator/undefined) [@degenlanecap](/creator/undefined) [@kprasmd](/creator/undefined) [@ph0enixsmith](/creator/undefined) [@variantviewx](/creator/undefined) [@researchne89461](/creator/undefined) [@walnutavevalue](/creator/undefined) [@aksel465](/creator/undefined) [@jzs323](/creator/undefined) [@corpcapture](/creator/undefined) [@longonlylarry](/creator/undefined)

**Top assets mentioned**
[The Root Network (ROOT)](/topic/$root) [Blend Labs, Inc. (BLND)](/topic/$blnd) [Genius Sports Limited (GENI)](/topic/$geni) [Klarna Group plc (KLAR)](/topic/$klar) [FIVE9, INC. (FIVN)](/topic/$fivn) [Sportradar Group AG (SRAD)](/topic/$srad) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Carvana Co. (CVNA)](/topic/$cvna) [Seabridge Gold, Inc. (SA)](/topic/$sa) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Lemonade, Inc. (LMND)](/topic/$lmnd) [SPDR GOLD ETF (GLD)](/topic/$gld) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Teradyne, Inc. (TER)](/topic/$ter) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Novo-Nordisk (NVO)](/topic/$nvo) [Sable Offshore Corp. (SOC)](/topic/$soc) [Microsoft Corp. (MSFT)](/topic/$msft) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Flywire Corporation (FLYW)](/topic/$flyw) [Snap, Inc. (SNAP)](/topic/$snap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Close to finally admitting that @LongOnlyLarry was right and @jonrice80 was wrong about $FIVN. Entire software sector has been clobbered. Any updated thoughts on the stock Jon @LongOnlyLarry @AggieCapitalist Further as I understand it if a point solution is chosen over FIVN they still have to pay FIVN as it needs to plug into the existing CCaaS. Do you believe that is not true. The "wrapper" also generates very high gross margin revenue. @LongOnlyLarry @AggieCapitalist Further as I understand it if a point solution is chosen over FIVN they still have to pay FIVN as it needs to plug into the"  
[X Link](https://x.com/TaylorStCap/status/2007209102594978259)  2026-01-02T21:55Z [---] followers, [---] engagements


"@BillOnly1Bill @John_Hempton If an announcement happens this is a $50+ stock $SA"  
[X Link](https://x.com/TaylorStCap/status/2014505375542792264)  2026-01-23T01:08Z [---] followers, [--] engagements


"@MagicCompounds @DegenLaneCap $KLAR isnt SaaS. $ROOT isnt SaaS. Why are they correlated with SaaS Just a totally weird factor correlation for some reason since theyre not AI infra beneficiaries. Its weird"  
[X Link](https://x.com/TaylorStCap/status/2016284317908140330)  2026-01-27T22:56Z [---] followers, [---] engagements


"$KLAR comps are ripping higher PM. $RKT ripped higher yesterday w/ $BLND flat. $LMND rallying w/ $ROOT crushed. There are clearly some large sellers of stock here especially with $KLAR and $BLND. I have to assume were nearing the end. How I alllowed a 20% DD is unforgivable"  
[X Link](https://x.com/TaylorStCap/status/2018637192013238687)  2026-02-03T10:46Z [---] followers, [---] engagements


"@KprasMD How can $RKT and $OPEN be ripping on increased mortgage volumes with $BLND taking it on the chin I must fundamentally misunderstand the $BLND thesis makes no sense to me. Its the single biggest driver in any $BLND model. Im totally lost there has to be a large seller"  
[X Link](https://x.com/TaylorStCap/status/2018709839157801010)  2026-02-03T15:35Z [---] followers, [---] engagements


"@AggieCapitalist @CalvinValue @AKWilk Its doesnt trade at 7x EBITDA Jon. Youre showing some stubbornness on the SBC front. Market is screaming that it cares about GAAP so continuing to value on non-GAAP doesnt make much sense to me. $FLYW is expensive on GAAP but becoming more attractive"  
[X Link](https://x.com/TaylorStCap/status/2020127670814589172)  2026-02-07T13:29Z [---] followers, [---] engagements


"@PH0ENIXSMITH This is just market idiocy. All that matters today is factors. In a world where 100% of volume leaves $DKNG / $FLUT (which wont happen) how valuable does live data then become for the market makers Presumably even more valuable than it is today. But if the market really thinks"  
[X Link](https://x.com/TaylorStCap/status/2022450374444306617)  2026-02-13T23:18Z [---] followers, [---] engagements


"@StockJabber Edwin - any take on $GENI / $SRAD Scratching my head w/ this. Prediction market market makers need live data from around the world and $GENI / $SRAD are essentially a duopoly for this. Theyve fallen in sympathy with $DKNG / $FLUT despite being a partner to Kalshi / Polymarket"  
[X Link](https://x.com/TaylorStCap/status/2022490263567110564)  2026-02-14T01:57Z [---] followers, [---] engagements


"@StockJabber Interesting take; I respectfully disagree but thanks for responding. Sophisticated market makers opting for cheaper and lower quality data is IMO the equivalent of Citadel skimping out on Bloomberg and telling a $20m PM to use Fintel instead. Market certainly agrees w you tho"  
[X Link](https://x.com/TaylorStCap/status/2022499819424776515)  2026-02-14T02:35Z [---] followers, [--] engagements


"Im playing mortgage recovery through $BLND which will gush free cash flow as market normalizes and Trumper does his thing Not sure why $BLND isnt running much much harder on this. This thing will win if youre able to think about anything more than weeks and months. Very high confidence in this one at this price Not sure why $BLND isnt running much much harder on this. This thing will win if youre able to think about anything more than weeks and months. Very high confidence in this one at this price"  
[X Link](https://x.com/TaylorStCap/status/2008980547608170697)  2026-01-07T19:14Z [---] followers, [---] engagements


"Proud to announce that the curse has been broken with a nice +3.2% day today despite $ROOT selling off hard. Clawed some back with the DD back to -9.1%. Excited to listen to $SPCB Sidoti conference later tonight. Biggest regret: selling $SA too early. Congrats to the longs Since 1/2 I am down [--] straight days and have extended the drawdown to 12%. Super disappointed in myself as I thought the $GLD trade was over and shifted to SaaS ( $BLND) FinTech ( $KLAR) and insurance ( $ROOT) at the worst time. Brutal correlation and bad portfolio mgmt. Since 1/2 I am down [--] straight days and have extended"  
[X Link](https://x.com/TaylorStCap/status/2014469176744648747)  2026-01-22T22:44Z [---] followers, [---] engagements


"Biggest mistake was not appreciating the correlation between $ROOT $KLAR and $BLND. All up or all down with similar magnitude. Pretty insane for [--] companies operating in such different spaces. The market is perplexing right now unless you believe cyclicals have become secular"  
[X Link](https://x.com/TaylorStCap/status/2016176416182899182)  2026-01-27T15:48Z [---] followers, [---] engagements


"@brn__dmg @MagicCompounds market has $SRAD growing [----] EBITDA at 35% YoY vs. $GENI expectation for 30% EBITDA CAGR through [----]. Point being these companies are in similar places with $GENI behind by about [--] years. OK - so the market is giving $SRAD 15x NTM (2026) FCF and 11x NTM+1 (2027) FCF"  
[X Link](https://x.com/TaylorStCap/status/2021359877998903498)  2026-02-10T23:05Z [---] followers, [--] engagements


"@brn__dmg @MagicCompounds So what happens if we apply this same NTM FCF market multiple to $GENI expected [----] FCF of $330m (60% conversion on $550m EBITDA) 15x NTM FCF of $330m would yield a $SRAD - adjusted market value of around $5.0bn for $GENI by end of [----] or around 175% upside from todays"  
[X Link](https://x.com/TaylorStCap/status/2021360059679375661)  2026-02-10T23:06Z [---] followers, [---] engagements


"@brn__dmg @MagicCompounds prices. Further consider that $SRAD is trading at a 1yr low on the software implosion that doesnt really impact this business. All to say at a $1.8bn FD market cap you can buy the definitive #2 player in a strong duopoly with immense user data and partnerships with the"  
[X Link](https://x.com/TaylorStCap/status/2021360209319559248)  2026-02-10T23:06Z [---] followers, [--] engagements


"@brn__dmg @MagicCompounds best sports brands in the world. I like $SRAD but think you can catch $GENI as it inflects over the next [--] years after a double whammy from software sector implosion + knee-jerk reaction from an ill-timed investment. I like the risk reward here a ton even if you haircut"  
[X Link](https://x.com/TaylorStCap/status/2021360467676184949)  2026-02-10T23:07Z [---] followers, [---] engagements


"@brn__dmg @MagicCompounds $GENI multiple a tad for being the #2 player behind $SRAD. A ton of other stuff within this thesis (prediction market tailwinds NFL international expansion etc.) but the sell side lowering targets by 20-30%+ on the Legend acquisition after 4Q guidance came in above seems silly"  
[X Link](https://x.com/TaylorStCap/status/2021360898137632944)  2026-02-10T23:09Z [---] followers, [---] engagements


"@MagicCompounds @brn__dmg NFL would be existential given the importance of the league. Goodell spoke at their investor day (have to imagine this is rare for Goodell) and said hes pleased with $GENI but a risk for sure"  
[X Link](https://x.com/TaylorStCap/status/2021362384338845922)  2026-02-10T23:15Z [---] followers, [---] engagements


"@LukaszWizla @WerewolfHolding @CNBC Agreed. Buying $GENI here. They can win even if companies like $DKNG and $FLUT fail"  
[X Link](https://x.com/TaylorStCap/status/2022114317521629189)  2026-02-13T01:03Z [---] followers, [---] engagements


"$BLND one of the few direct beneficiaries of this. Should explode higher tomorrow. BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream" Trump says. https://t.co/c6zzgCPriC BREAKING: President Trump orders the US government to buy $200 billion in mortgage bonds to drive mortgage rates down. "We are bringing back the American dream" Trump says. https://t.co/c6zzgCPriC"  
[X Link](https://x.com/TaylorStCap/status/2009388937031373123)  2026-01-08T22:17Z [---] followers, [---] engagements


"$BLND in a nutshell $BLND - high operating leverage mortgage platform used by banks $90 rev per mortgage breakeven today Home ownership critical issue gaining attention Major shareholder (Haveli) keeps buying $BLND - high operating leverage mortgage platform used by banks $90 rev per mortgage breakeven today Home ownership critical issue gaining attention Major shareholder (Haveli) keeps buying"  
[X Link](https://x.com/TaylorStCap/status/2009686652114079966)  2026-01-09T18:00Z [---] followers, [---] engagements


"Brutal day - worst relative performance day since at least [----]. -4.3% (vs. $SPY -0.2%) on really tough days from $ROOT and $BLND with $KLAR not helping much. Frustrating when you think something is priced in a random Wells Fargo analyst discovers it and the stock gets crushed"  
[X Link](https://x.com/TaylorStCap/status/2011199666852126782)  2026-01-13T22:12Z [---] followers, [---] engagements


"Another day of underperformance. -1.3% . 5%+ 2-day DD brutal $ROOT $KLAR $BLND $SPCB $COPR Brutal day - worst relative performance day since at least [----]. -4.3% (vs. $SPY -0.2%) on really tough days from $ROOT and $BLND with $KLAR not helping much. Frustrating when you think something is priced in a random Wells Fargo analyst discovers it and the stock gets crushed Brutal day - worst relative performance day since at least [----]. -4.3% (vs. $SPY -0.2%) on really tough days from $ROOT and $BLND with $KLAR not helping much. Frustrating when you think something is priced in a random Wells Fargo"  
[X Link](https://x.com/TaylorStCap/status/2011604791118741820)  2026-01-15T01:02Z [---] followers, [----] engagements


"Since 1/2 I am down [--] straight days and have extended the drawdown to 12%. Super disappointed in myself as I thought the $GLD trade was over and shifted to SaaS ( $BLND) FinTech ( $KLAR) and insurance ( $ROOT) at the worst time. Brutal correlation and bad portfolio mgmt. $KLAR has been a complete and utter disaster for me my 3-day DD now approaching 6.5%. Someone make it stop . $KLAR has been a complete and utter disaster for me my 3-day DD now approaching 6.5%. Someone make it stop "  
[X Link](https://x.com/TaylorStCap/status/2014101522703917221)  2026-01-21T22:23Z [---] followers, [----] engagements


"@goldilock1969 Each in isolation is fine. I misjudged the correlation with $BLND $KLAR $ROOT. Its almost just like a basket of uncorrected but hated sectors just have tight correlation as the AI infra trade marches higher. Really frustrating"  
[X Link](https://x.com/TaylorStCap/status/2014140549821817207)  2026-01-22T00:58Z [---] followers, [---] engagements


"@MagicCompounds @DegenLaneCap Good work on this - largely agree. Its a factor story right now but the fundamentals will eventually matter. No one is vibe coding this given regulatory intensiveness $BLND"  
[X Link](https://x.com/TaylorStCap/status/2017608420308734292)  2026-01-31T14:38Z [---] followers, [---] engagements


"@OptionsFlowBoss Can you explain this to me like Im the idiot I am How is more loans bad for $BLND Perplexing price action"  
[X Link](https://x.com/TaylorStCap/status/2018713576001675269)  2026-02-03T15:49Z [---] followers, [---] engagements


"@MagicCompounds @brn__dmg Market thinks $GENI overpaid. They expect Legend to do $250m revenue / $100m EBITDA in [----] and $400m revenue / $185m EBITDA in [----]. 27% revenue CAGR with PF company CAGR expected to be 21% through [----]. So they paid 5x [----] revenue which is pricy for a company trading at 3x"  
[X Link](https://x.com/TaylorStCap/status/2021366941730910501)  2026-02-10T23:33Z [---] followers, [---] engagements


"Ive been mostly quiet on my 10% $SPCB position and didnt get much engagement from the below diligence but think this is shaping up to be a potentially monumental opportunity. Essentially the market believes this is a fraudulent company given their strange press releases and @j16425646 Thanks for your work on $SPCB JC. I reached out to the NC Sherrifs Procurement Office and was able to verify their contract with NC awarded earlier in [----] seen below. I believe this is the first evidence of verification on Twitter. Im also out to Arizona and Kentucky. https://t.co/40QRBjdFHZ @j16425646 Thanks"  
[X Link](https://x.com/TaylorStCap/status/2016615523996619218)  2026-01-28T20:53Z [---] followers, [----] engagements


"@MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to 1"  
[X Link](https://x.com/TaylorStCap/status/2016895524918743393)  2026-01-29T15:25Z [---] followers, [----] engagements


"Holy shit. $BLND lmaoooo. Laughing through the pain but wow. What a disaster"  
[X Link](https://x.com/TaylorStCap/status/2016980195144847823)  2026-01-29T21:02Z [---] followers, [---] engagements


"Saved myself a ton of pain on $BLND. What an utter disaster. Mortgage volumes inflecting. This is a true disconnect from reality. But thankfully took it on the chin and moved on @MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to [--] @MagicCompounds I think it would be irresponsible to. Market is puking everything thats not AI Infra. Correlation has gone to 1"  
[X Link](https://x.com/TaylorStCap/status/2019059740878278720)  2026-02-04T14:45Z [---] followers, [----] engagements


"Incredible write-up. Most detailed analysis of $SPCB I have ever seen and should excite all holders of the stock. Well researched fair and balanced. Shout out Oaty for the piece. First time doing this. I have a stock write up. Had been researching $SPCB for the last couple of weekends thought it was pretty interesting and then the information flow picked up a bit in the last couple weeks and wanted to publish something. Hopefully I do the First time doing this. I have a stock write up. Had been researching $SPCB for the last couple of weekends thought it was pretty interesting and then the"  
[X Link](https://x.com/TaylorStCap/status/2017612662620774735)  2026-01-31T14:55Z [---] followers, [----] engagements


"$TER Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857 Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857"  
[X Link](https://x.com/TaylorStCap/status/2018459661595496735)  2026-02-02T23:00Z [---] followers, [---] engagements


"If $BLND doesnt trade up higher with $RKT it is truly a lost cause"  
[X Link](https://x.com/TaylorStCap/status/2018681170473398615)  2026-02-03T13:41Z [---] followers, [----] engagements


"Of course not lol. Im out. Lost cause $BLND If $BLND doesnt trade up higher with $RKT it is truly a lost cause If $BLND doesnt trade up higher with $RKT it is truly a lost cause"  
[X Link](https://x.com/TaylorStCap/status/2018697595200196944)  2026-02-03T14:46Z [---] followers, [---] engagements


"Just made $GENI a 50% position in my active account (10% position of total brokerage). This is mispriced with a deep moat and tier A1 partnerships. Big overreaction to M&A now trading 5x [--] EBITDA"  
[X Link](https://x.com/TaylorStCap/status/2021275759189303595)  2026-02-10T17:31Z [---] followers, [---] engagements


"Im not a $SNAP loser and have never owned the stock. But $8bn feels cheap for a company with their brand recognition and user database"  
[X Link](https://x.com/TaylorStCap/status/2021685488029991135)  2026-02-11T20:39Z [---] followers, [----] engagements


"Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO"  
[X Link](https://x.com/TaylorStCap/status/2022288250312806740)  2026-02-13T12:34Z [---] followers, [---] engagements


"@AggieCapitalist Any comment on $GENI Core position for me post sell-off. I think the market is getting it wrong that prediction markets (which still require real time feeds) are a growth Avenue and can hurt $DKNG / $FLUT while helping $GENI / $SRAD"  
[X Link](https://x.com/TaylorStCap/status/2022364426339287475)  2026-02-13T17:37Z [---] followers, [---] engagements


"Market response to this is so funny. Are people too fucking stupid to understand that the sharps and sportsbooks hedging their exposures on the prediction markets are literally using $GENI data All investing is today is getting the factor right - nothing else matters Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO. Chunky insider buys at $GENI. Love to see that. 1.4m shares ($8-9m) from Chairman CEO and Legend CEO"  
[X Link](https://x.com/TaylorStCap/status/2022370057481752659)  2026-02-13T17:59Z [---] followers, [---] engagements


"Its easy to be a contrarian. Its hard to be a contrarian and to be right. Ive been wrong a lot recently. In a total mental blender. Very down rn"  
[X Link](https://x.com/TaylorStCap/status/2022514282345251048)  2026-02-14T03:32Z [---] followers, [---] engagements


"Tell me youre an idiot without telling me youre an idiot. Smart LPs would take Citadels 9% on [--] beta and low vol over a volatile S&P that was down 25% this year every single time. Bigger isnt always better Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard index fund charging 0.04% would have nearly doubled Citadels performance. But heres what makes this story interesting: Citadel doesnt charge [--] and [--] Citadels 9.3% return sounds bad until you realize its actually worse. The S&P [---] is up roughly 17% this year. A Vanguard"  
[X Link](https://x.com/TaylorStCap/status/2002765181177499797)  2025-12-21T15:36Z [--] followers, [--] engagements


"@researchne89461 Pictet isnt an activist . $FIVN"  
[X Link](https://x.com/TaylorStCap/status/2002918632557596701)  2025-12-22T01:46Z [--] followers, [--] engagements


"@researchne89461 Ahh youre so right. Apologies for missing that. And nice to see another member of the $FIVN army"  
[X Link](https://x.com/TaylorStCap/status/2003125784719057175)  2025-12-22T15:29Z [--] followers, [--] engagements


"This is monumental for $WW"  
[X Link](https://x.com/TaylorStCap/status/2003282428446888262)  2025-12-23T01:52Z [--] followers, [---] engagements


"@harisvromas Because $LFMD and $HIMS pissed off $NVO and $LLY with their compounded (knock-off) Chinese versions of the GLP-1s that big pharma spent billions creating. Meanwhile $WW has promised to only offer the real thing. $WW in $NVO s good graces $LFMD / $HIMS polar opposite"  
[X Link](https://x.com/TaylorStCap/status/2003485338677968946)  2025-12-23T15:18Z [--] followers, [---] engagements


"Starting to get insane. This will be studied in a few years from now. Buying SaaS / FinTech compounders for 5x outer year earnings because pod monkeys think that shiny object do everything. I know I will multi-bag my money on $FIVN slam dunk . bookmark it classic day for mkts to be flat and saas [---] to -3% for no reason at all classic day for mkts to be flat and saas [---] to -3% for no reason at all"  
[X Link](https://x.com/TaylorStCap/status/2003502183548084438)  2025-12-23T16:25Z [--] followers, [---] engagements


"Who were the biggest $SOC bears Please tag them. They were obnoxious when they thought they were right. Are they humble in defeat as it appears quite clearly that oil will flow The Trump put was always on the table. Being short this thing was a test of lunacy"  
[X Link](https://x.com/TaylorStCap/status/2003504750084657368)  2025-12-23T16:35Z [--] followers, [----] engagements


"This dude rode it long from $40 to $5 then flipped short as it doubled in his face 😭 $SOC $SOC https://t.co/NIhmsnfPDQ $SOC https://t.co/NIhmsnfPDQ"  
[X Link](https://x.com/TaylorStCap/status/2003556717901361355)  2025-12-23T20:02Z [--] followers, [----] engagements


"@goblincharts Ya give it a look and let me know what you think. The thing is trading at 1x [----] revs and 1.5x gross profit. Its priced for negative growth and [--] terminal value. Lay-up IMO $FIVN"  
[X Link](https://x.com/TaylorStCap/status/2003609353832595955)  2025-12-23T23:31Z [--] followers, [---] engagements


"@FastTradeKing Good job Quant Nerd. Hoping for continued success"  
[X Link](https://x.com/TaylorStCap/status/2003629957654974713)  2025-12-24T00:53Z [--] followers, [--] engagements


"This is sort of a bizarre flex lol I was doing a bad job picking stocks so I aped everything into a single stock because I gave up on using skill and got very lucky . Interesting"  
[X Link](https://x.com/TaylorStCap/status/2003901282919370763)  2025-12-24T18:51Z [--] followers, [----] engagements


"@derpdderp @nicksortor @PinoAmericano @karolineleavitt You also believe President Trump may be the Father"  
[X Link](https://x.com/TaylorStCap/status/2005446699880460390)  2025-12-29T01:12Z [--] followers, [--] engagements


"$WW will bag from here Yes $WW $NVO https://t.co/7grBVxYjb8 Yes $WW $NVO https://t.co/7grBVxYjb8"  
[X Link](https://x.com/TaylorStCap/status/2006416452262519174)  2025-12-31T17:25Z [---] followers, [---] engagements


"@SFarringtonBKC @j16425646 Thanks. Im beginning to look into this broader theme for [----]. The $GEO + $CCW + $SPCB basket feels extremely attractive at these levels and trends within the Administration. Let me know if you took a second look"  
[X Link](https://x.com/TaylorStCap/status/2007675283273371972)  2026-01-04T04:47Z [--] followers, [---] engagements


"I have mixed feelings about being involved in such a popular retail name but regardless think that the 5x+ opportunity here is quite clear. Id encourage everyone invested in $ROOT to read Findells report pasted here where they lay out the bull case https://static1.squarespace.com/static/5e17f2a118561f6339437f24/t/691cc09f2e6ca020487146d7/1763491999952/Findell_ROOTPitch_Nov13.pdf https://static1.squarespace.com/static/5e17f2a118561f6339437f24/t/691cc09f2e6ca020487146d7/1763491999952/Findell_ROOTPitch_Nov13.pdf"  
[X Link](https://x.com/TaylorStCap/status/2008384548019507207)  2026-01-06T03:46Z [--] followers, [---] engagements


"New 10% position in $SPCB Another EU national contract win for $SPCB announced this morning Allied which owns G4S and Attenti (purchased for $240mn) is losing share to $40mn market cap SPCB. Allied is likely the main suitor mentioned by SPCB and today's news adds urgency. https://t.co/6m4K4CEtcQ Another EU national contract win for $SPCB announced this morning Allied which owns G4S and Attenti (purchased for $240mn) is losing share to $40mn market cap SPCB. Allied is likely the main suitor mentioned by SPCB and today's news adds urgency. https://t.co/6m4K4CEtcQ"  
[X Link](https://x.com/TaylorStCap/status/2008552168538993038)  2026-01-06T14:52Z [--] followers, [---] engagements


"Will $SPCB ever have a green day again Trading heavyyyy"  
[X Link](https://x.com/TaylorStCap/status/2009343238696784244)  2026-01-08T19:15Z [--] followers, [---] engagements


"Were at a wild place in the cycle. $PLTR YOLO guy now getting backed by a16z small life update ive joined Andreessen Horowitzs @a16z venture scout program they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to begin my angel investing career with the institutional https://t.co/re6qcSkhoH small life update ive joined Andreessen Horowitzs @a16z venture scout program they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to"  
[X Link](https://x.com/TaylorStCap/status/2010106757104984558)  2026-01-10T21:49Z [--] followers, [---] engagements


"Big update for $ROOT coming in the next few mins. Expect some vol and hope we surprise to the upside Just about one hour to go to hear $ROOT CEO Alex Timm live at the ICR Conference. If you're still researching this company make sure you tune in Webcast will be available on their Investor Relationship page. Just about one hour to go to hear $ROOT CEO Alex Timm live at the ICR Conference. If you're still researching this company make sure you tune in Webcast will be available on their Investor Relationship page"  
[X Link](https://x.com/TaylorStCap/status/2010810440566391051)  2026-01-12T20:25Z [--] followers, [---] engagements


"$ROOT now available in New Jersey 🚨 🚨 major update Big update for $ROOT coming in the next few mins. Expect some vol and hope we surprise to the upside Big update for $ROOT coming in the next few mins. Expect some vol and hope we surprise to the upside"  
[X Link](https://x.com/TaylorStCap/status/2010817476045459576)  2026-01-12T20:53Z [--] followers, [---] engagements


"Excellent call $ROOT $ROOT has "many partners under contract that we just haven't launched yet" and "working with multiple OEMs" 👀 WE'RE EARLY AND YOU DO NOT HAVE ENOUGH SHARES Thank you for your attention. $ROOT has "many partners under contract that we just haven't launched yet" and "working with multiple OEMs" 👀 WE'RE EARLY AND YOU DO NOT HAVE ENOUGH SHARES Thank you for your attention"  
[X Link](https://x.com/TaylorStCap/status/2010821866030612490)  2026-01-12T21:11Z [--] followers, [---] engagements


"lol braddddddd $GOOG Agree. Zero chance they are outsourcing AI to $GOOG. Seems like mis-read on some shallow reporting. Agree. Zero chance they are outsourcing AI to $GOOG. Seems like mis-read on some shallow reporting"  
[X Link](https://x.com/TaylorStCap/status/2010845635352707295)  2026-01-12T22:45Z [--] followers, [---] engagements


"@petricor80 @SingleBestIdeas @j16425646 It is. They need to wipe that from the books $SPCB"  
[X Link](https://x.com/TaylorStCap/status/2011114333770559737)  2026-01-13T16:33Z [--] followers, [---] engagements


"@goldilock1969 FinTech insurance SaaS all crushed. The factor trade is alive and these are not on the right side of it right now"  
[X Link](https://x.com/TaylorStCap/status/2011850102843887975)  2026-01-15T17:16Z [--] followers, [--] engagements


"This is why $ROOT is cheap and the reason for the opportunity. The market is grossly underestimating the $CVNA exclusive agreement and the newly announced Hyundai partnership as well as potential future partnerships. I have sell side off by 100k PIFs THIS YEAR @jakebrowatzke It wouldn't really solve $ROOT's key issue: its flattening policies growth. https://t.co/c0ddcqJN7L @jakebrowatzke It wouldn't really solve $ROOT's key issue: its flattening policies growth. https://t.co/c0ddcqJN7L"  
[X Link](https://x.com/TaylorStCap/status/2013944369636581780)  2026-01-21T11:58Z [---] followers, [---] engagements


"This is a mentally challenged take. Someone should ask Financial if there are more cars sold by $CVNA each year or more $TSLA FSD conversions. FSD is a tiny fraction of the market 20/ Final Verdict:The thesis is economically sound but geographically constrained (CA). Success depends on $LMND's ability to manage claim severity in a high-cost repair ecosystem. $TSLA End of thread. 🏁 20/ Final Verdict:The thesis is economically sound but geographically constrained (CA). Success depends on $LMND's ability to manage claim severity in a high-cost repair ecosystem. $TSLA End of thread. 🏁"  
[X Link](https://x.com/TaylorStCap/status/2014296114481013166)  2026-01-22T11:16Z [--] followers, [---] engagements


"@j16425646 Why do you post like this $SPCB. Very sensationalistic"  
[X Link](https://x.com/TaylorStCap/status/2014343570245775490)  2026-01-22T14:25Z [--] followers, [---] engagements


"$ROOT cant catch a bid. Sells off each and every day regardless of the beta"  
[X Link](https://x.com/TaylorStCap/status/2014802150052741413)  2026-01-23T20:47Z [---] followers, [---] engagements


"Long $LMND / short $ROOT (is what I shouldve done if I wasnt challenged mentally)"  
[X Link](https://x.com/TaylorStCap/status/2016539694650318851)  2026-01-28T15:51Z [---] followers, [---] engagements


"When will the market wake up to $MTRX The world has massively underestimated how much natural gas the future needs and now AI data centers and LNG exports are competing for supply. So who should get the gas Enjoy part [--] of this doubleheader from Michael Spyker teaching us everything we need to know about the https://t.co/r7T7ZHdk4i The world has massively underestimated how much natural gas the future needs and now AI data centers and LNG exports are competing for supply. So who should get the gas Enjoy part [--] of this doubleheader from Michael Spyker teaching us everything we need to know"  
[X Link](https://x.com/TaylorStCap/status/1992213833922826679)  2025-11-22T12:49Z [---] followers, [---] engagements


"Was it today $MTRX When will the market wake up to $MTRX When will the market wake up to $MTRX"  
[X Link](https://x.com/TaylorStCap/status/2008385572465725613)  2026-01-06T03:50Z [---] followers, [---] engagements


"$ROOT got no upside from $CVNA but gets all the downside. Could get ugly"  
[X Link](https://x.com/TaylorStCap/status/2016574216347525176)  2026-01-28T18:08Z [---] followers, [---] engagements


"which is the exact language that $SPCB uses to market its product. Further $SPCB has yet to enter the Spanish market which is interesting in the context of their PR saying they have now entered into their tenth nation. Finally scanning the internet shows that no other"  
[X Link](https://x.com/TaylorStCap/status/2016615536696971657)  2026-01-28T20:53Z [---] followers, [----] engagements


"I think Im ready to put a stake in the ground. I understand SaaS sell-off today with disappointing $MSFT and $NOW prints. But the correlation to [--] phase is over. These things cant keep selling off 5%+ everyday on no news. I think we get a relief rally insane correlation"  
[X Link](https://x.com/TaylorStCap/status/2016990670339395887)  2026-01-29T21:43Z [---] followers, [---] engagements


"This would typically fire me up but the market will not care that $ROOT just inked this with Hyundai because $MSFT missed by 1% on Azure. Yes its as stupid as it sounds. This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what $ROOT did with $CVNA Hyundai across its brands sells nearly [--] million cars in the US a year nearly 4x $CVNA 💪🥳 This may be it folks The long awaited development of the $ROOT/Hyundai partnership from April last year might just be a white label product similar to what"  
[X Link](https://x.com/TaylorStCap/status/2017045114213060617)  2026-01-30T01:20Z [---] followers, [---] engagements


"Selling pressure in SaaS and FinTech is like nothing Ive ever seen. Fucking relentless. Stopped out of essentially all positions"  
[X Link](https://x.com/TaylorStCap/status/2017250903796138156)  2026-01-30T14:57Z [---] followers, [--] engagements


"@pernasresearch Pernas - check out $PAYS potentially up your alley"  
[X Link](https://x.com/TaylorStCap/status/1995906713828929750)  2025-12-02T17:23Z [---] followers, [----] engagements


"$KLAR has been a complete and utter disaster for me my 3-day DD now approaching 6.5%. Someone make it stop . Another day of underperformance. -1.3% . 5%+ 2-day DD brutal $ROOT $KLAR $BLND $SPCB $COPR Another day of underperformance. -1.3% . 5%+ 2-day DD brutal $ROOT $KLAR $BLND $SPCB $COPR"  
[X Link](https://x.com/TaylorStCap/status/2011901090460287317)  2026-01-15T20:39Z [---] followers, [----] engagements


"@MichaelWigginsO @FischerJiriML $KLAR will be just fine. CEO is going hard with the media right now for nothing"  
[X Link](https://x.com/TaylorStCap/status/2013947606804713923)  2026-01-21T12:11Z [---] followers, [---] engagements


"@MichaelWigginsO @FischerJiriML For sure. What Im saying is that market thinks 10% cap is bad for BNPL like $KLAR. But the guy who knows the business better than anyone else on the planet is pushing the 10% cap extremely hard so he disagrees with what the market thinks the impact on his co might be"  
[X Link](https://x.com/TaylorStCap/status/2013956270936465512)  2026-01-21T12:46Z [---] followers, [---] engagements


"@walnutavevalue @Aksel465 @j16425646 You might be right and you might be wrong. But note that the 1/27 date means nothing for Buddi. Its just the date they reported FY25 unaudited results. Has nothing to do with whether or not they won the contract in question"  
[X Link](https://x.com/TaylorStCap/status/2016914476965187773)  2026-01-29T16:40Z [---] followers, [---] engagements


"@atelicinvest Its just a noticeable crash out on the AI theme thats like [--] years late apparently driven by recent SaaS price action. Ive 5xd my money in [--] years after being single stock restricted for the prior [--] . I think Im doing fine"  
[X Link](https://x.com/TaylorStCap/status/2018029763751739396)  2026-02-01T18:32Z [---] followers, [--] engagements


"Do real people actually think that $FIVN has [--] terminal value Is anyone actually using AI for complex call center needs I get incredibly frustrated when AI attempts to handle my requests because it can never offer any help. This will miraculously change in the next [--] months"  
[X Link](https://x.com/TaylorStCap/status/2003580727309545582)  2025-12-23T21:37Z [---] followers, [---] engagements


"@goblincharts What sort of complex customer service requests have AI adequately handled for you recently Genuinely curious"  
[X Link](https://x.com/TaylorStCap/status/2003592142388912291)  2025-12-23T22:22Z [---] followers, [--] engagements


"@goblincharts Ya - totally fair. It most likely will not be a $200 stock again. But I think theres room for $FIVN within their niche to grow high single digits. And re-rate off 6x EPS. Voice AI is impressive for sure but when I have a serious customer inquiry AI cant get it done (yet)"  
[X Link](https://x.com/TaylorStCap/status/2003597526595965354)  2025-12-23T22:44Z [---] followers, [---] engagements


"@goblincharts Massive pivot. Enterprise AI growing 40% YoY with mid-20s EBITDA margins as theyre buying back 15% of the company. CFO in 3Q was highest in companys history. Hilarious example of market overreaction to the prevailing narrative that will soon snap back to reality $FIVN"  
[X Link](https://x.com/TaylorStCap/status/2003606423402602823)  2025-12-23T23:19Z [---] followers, [---] engagements


"@ChadwickHarambe They published on $OPRT at $3.00 in December [----] it ran to $8.00 (170% gain) and is now at $5.24 (75% gain). 30-60% IRR depending on when one sold isnt good Ill take that every day of the week my friend"  
[X Link](https://x.com/TaylorStCap/status/2008387666450989260)  2026-01-06T03:58Z [---] followers, [---] engagements


"@John_Hempton we chatted about $SA when it was $17. I bought $20 February calls at $1.00. Its been the biggest returner of my life"  
[X Link](https://x.com/TaylorStCap/status/2014427126749954345)  2026-01-22T19:57Z [---] followers, [---] engagements


"@jzs323 Potentially. Though would be unusual for the company to make the announcement (even though anonymized) prior to the government. Should be a nice win either way"  
[X Link](https://x.com/TaylorStCap/status/2016640594135928940)  2026-01-28T22:32Z [---] followers, [--] engagements


"Long $TER $170 calls into the print. My good friend @variantview_X loves this stock and has nailed the thesis. I expect a beat and raise quarter but more importantly expect them to indicate that they have begun taking $NVDA market share away from Advantest $ATEYY $6857"  
[X Link](https://x.com/TaylorStCap/status/1983246665269039470)  2025-10-28T18:57Z [---] followers, [----] engagements


"@j16425646 Thanks for your work on $SPCB JC. I reached out to the NC Sherrifs Procurement Office and was able to verify their contract with NC awarded earlier in [----] seen below. I believe this is the first evidence of verification on Twitter. Im also out to Arizona and Kentucky"  
[X Link](https://x.com/TaylorStCap/status/2008382683567526090)  2026-01-06T03:38Z [---] followers, [----] engagements


"Western Europe electronic monitoring contracts have been rewarded in the past month. This gives me high confidence that $SPCB is in fact the winner of this up to 111m euros contract which should meaningfully re-rate the $40m market cap company. This could represent the"  
[X Link](https://x.com/TaylorStCap/status/2016615539276415036)  2026-01-28T20:53Z [---] followers, [----] engagements


"event that $SPCB investors have long been waiting for a massive contract win that proves that they are the real deal and not just a shady Israeli company with suspect financial reporting. Super excited to see if this gets announced soon"  
[X Link](https://x.com/TaylorStCap/status/2016615543571435727)  2026-01-28T20:53Z [---] followers, [---] engagements


"$SPCB is the best and cheapest way to play the electronic monitoring supercycle we have entered into"  
[X Link](https://x.com/TaylorStCap/status/2016631382332830029)  2026-01-28T21:56Z [---] followers, [----] engagements


"Whats happening in software is the nastiest factor rotation since _________ Ive never seen something like this in my [--] years doing this"  
[X Link](https://x.com/TaylorStCap/status/2016893133074944053)  2026-01-29T15:16Z [---] followers, [---] engagements


"@j16425646 @Aksel465 @walnutavevalue"  
[X Link](https://x.com/TaylorStCap/status/2017613031732060481)  2026-01-31T14:56Z [---] followers, [---] engagements


"As a major fan of Findell Capital given their great work on $LQDA $ESTA and $OPRT buying $ROOT was a no brainer for me after reading their November report and spending a few weeks diligencing the name. Only after my purchase did I realize this was a retail favorite on FinTwit"  
[X Link](https://x.com/TaylorStCap/status/2008384546367062281)  2026-01-06T03:46Z [---] followers, [----] engagements

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