#  @TheBenSchmark JabroniCoin.USD JabroniCoin.USD posts on X about $zm, anthropic, ai, in the the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1927589978/interactions)  - [--] Week [-------] -79% - [--] Month [---------] +283% - [--] Months [---------] +1,177% - [--] Year [---------] +177% ### Mentions: [--] [#](/creator/twitter::1927589978/posts_active)  - [--] Week [---] -11% - [--] Month [---] +51% - [--] Months [---] +216% - [--] Year [---] +14% ### Followers: [---------] [#](/creator/twitter::1927589978/followers)  - [--] Week [-----] +2.60% - [--] Month [-----] +9.40% - [--] Months [-----] +24% - [--] Year [-----] +29% ### CreatorRank: [---------] [#](/creator/twitter::1927589978/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 51.93% [finance](/list/finance) 32.19% [technology brands](/list/technology-brands) 28.33% [automotive brands](/list/automotive-brands) 3.86% [celebrities](/list/celebrities) 3.86% [countries](/list/countries) 2.15% [travel destinations](/list/travel-destinations) 1.29% [financial services](/list/financial-services) 1.29% [cryptocurrencies](/list/cryptocurrencies) 1.29% [exchanges](/list/exchanges) 0.86% **Social topic influence** [$zm](/topic/$zm) #5, [anthropic](/topic/anthropic) #1597, [ai](/topic/ai) 16.74%, [in the](/topic/in-the) 9.44%, [$cold](/topic/$cold) #34, [$line](/topic/$line) #2, [ipo](/topic/ipo) #250, [$cenx](/topic/$cenx) #3, [company](/topic/company) 5.15%, [$avgo](/topic/$avgo) 4.29% **Top accounts mentioned or mentioned by** [@elonmusk](/creator/undefined) [@citrini7](/creator/undefined) [@sonecrockett](/creator/undefined) [@ltmleverage](/creator/undefined) [@tsxman](/creator/undefined) [@_seandavid](/creator/undefined) [@coatuemgmt](/creator/undefined) [@jerrycap](/creator/undefined) [@recoverytrade](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@acapitallp](/creator/undefined) [@mrskilling](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@thebenschmark](/creator/undefined) [@rwang07](/creator/undefined) [@johnhempton](/creator/undefined) [@divestech](/creator/undefined) [@cathiedwood](/creator/undefined) [@rdd147](/creator/undefined) [@davidfaber](/creator/undefined) **Top assets mentioned** [Zoom Video Communications Inc (ZM)](/topic/$zm) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. (LINE)](/topic/$line) [Century Aluminum Co (CENX)](/topic/$cenx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Skrumble (SKM)](/topic/$skm) [EQT, Corp. (EQT)](/topic/$eqt) [Metadium (META)](/topic/$meta) [CarMax, Inc (KMX)](/topic/$kmx) [CompoSecure, Inc. (CMPO)](/topic/$cmpo) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [Zillow Group, Inc. (ZG)](/topic/$zg) [Alcoa, Corp. (AA)](/topic/$aa) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DuPont de Nemours Inc (DD)](/topic/$dd) ### Top Social Posts Top posts by engagements in the last [--] hours "From Evercore early Jan tour. $ZM is an AI-winner in the enterprise even without the Anthropic stake RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake https://t.co/YVsM9OKYEb RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management" [X Link](https://x.com/TheBenSchmark/status/2021583293313847390) 2026-02-11T13:53Z [----] followers, [----] engagements "In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles" [X Link](https://x.com/TheBenSchmark/status/2015214834120359952) 2026-01-25T00:07Z [----] followers, 570.6K engagements "Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise as it potentially pursues an IPO This was the first analyst on the street to dimension Anthropic. More to come. When does Cathie Wood come back in $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a" [X Link](https://x.com/TheBenSchmark/status/2016186041636368593) 2026-01-27T16:26Z [----] followers, 13.6K engagements "Gallium is getting national strategic interest. $CENX has the bones. US government already involved and could buy a stake. Aluminum datacenter power now gallium While aluminum is already a critical mineral eligible for domestic Sec 45X credits producers with bauxite &alumina refining can produce Gallium a now hyped strategic critical mineral. Another lever of optionality $CENX hasnt talked about yet but Alcoa has https://t.co/iUvWfAAo3c While aluminum is already a critical mineral eligible for domestic Sec 45X credits producers with bauxite &alumina refining can produce Gallium a now hyped" [X Link](https://x.com/TheBenSchmark/status/2020903093890638305) 2026-02-09T16:50Z [----] followers, [----] engagements "Anthropic might be the first $10 trillion company. Your margin is its opportunity. $ZM Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg" [X Link](https://x.com/TheBenSchmark/status/2022026243978506453) 2026-02-12T19:13Z [----] followers, [----] engagements "CarMid $KMX continues its drive from great to good (maybe even less than good now). How much is an economically sensitive share loser with finco juiced earnings worth Given where $LAD & $ABG trade maybe 10x 2yr forward earnings would make it interesting as a long Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more management misdirection etc Still sports an inappropriately high multiple that ought to come down IMHO Carmax $KMX is a recent example of great-to-good More competition less white" [X Link](https://x.com/TheBenSchmark/status/2001660960524640321) 2025-12-18T14:28Z [----] followers, [----] engagements "$ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in" [X Link](https://x.com/TheBenSchmark/status/2015840177583694184) 2026-01-26T17:32Z [----] followers, 479.9K engagements "Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Markets repriced fast https://t.co/721K9R0UPu Markets repriced fast https://t.co/721K9R0UPu" [X Link](https://x.com/TheBenSchmark/status/2020894677268939205) 2026-02-09T16:16Z [----] followers, 22.6K engagements "Bernstein on China Semicap: WFE demand *exploding* investors should reload on China Semicap now WFE demand revised up localization in DRAM/Mature node increasing significantly intense rivalry in customers self-reinforcing cycle Only US listed play on this: $ACMR DigiTimes: ACM Research is consistently penetrating the High Bandwidth Memory (HBM) and advanced packaging equipment market Reports indicate ACM's tools are entering verification and testing with several international customers $ACMR with a $4bn global revenue target https://t.co/MJwshucOyN DigiTimes: ACM Research is consistently" [X Link](https://x.com/TheBenSchmark/status/2021967046544658441) 2026-02-12T15:18Z [----] followers, 13.7K engagements "$ACMR: Domestic substitution $CENX: Alu demand up supply power-constrained + DC $ZM: My top anthro-pick @KerrisdaleCap @TheBenSchmark https://t.co/1dPVTbbNli @KerrisdaleCap @TheBenSchmark https://t.co/1dPVTbbNli" [X Link](https://x.com/TheBenSchmark/status/2021994320317014363) 2026-02-12T17:06Z [----] followers, [----] engagements "The broadening out of the capex trade to benefit capital equipment especially in memory. AMAT in the US & $ACMR - the only US listed way to play Chinas ramping semi industry. AI trade has gotten more exciting than just long a handful of names & theres alpha in dispersion Our Dynamic AI basket - an actively managed strategy weve published for [--] years - is at all time highs & up 30% YTD. The top [--] contributors make up most of that. While weve shared every move & thesis with our subscribers a quick breakdown of the sub-themes weve been https://t.co/7taOU7x3fn Our Dynamic AI basket - an actively" [X Link](https://x.com/TheBenSchmark/status/2022361311758201164) 2026-02-13T17:24Z [----] followers, [----] engagements "Todd Combs: Michael Lewis is literally one of five smartest people Ive ever met in my life 😬" [X Link](https://x.com/anyuser/status/1715030297731867035) 2023-10-19T15:41Z [----] followers, 57.1K engagements "The CompoSecure warrants $CMPOW remind me of the $ASTS & $VRT warrants Sure $CMPO beat and raised & is cheap. But this thin-float high-insider stock is David Cotes new value-creation vehicle after $VRT. With $HOOD Gold card & $COIN One card wins lets see if they can pull off Aruclus authentication win with Chase/Amex or one large M&A deal https://t.co/pYoVmnxX6g Sure $CMPO beat and raised & is cheap. But this thin-float high-insider stock is David Cotes new value-creation vehicle after $VRT. With $HOOD Gold card & $COIN One card wins lets see if they can pull off Aruclus authentication win" [X Link](https://x.com/TheBenSchmark/status/1953835726044291208) 2025-08-08T15:08Z [----] followers, [----] engagements "@oknotsomuch Ah I see youre buying the warrants to express a stronger view with non-recourse leverage. Well played. $CMPOW" [X Link](https://x.com/TheBenSchmark/status/1954909835142869242) 2025-08-11T14:16Z [----] followers, [--] engagements "@Citrini7 @rwang07 True but 1) the Chinese sovereign semiconductor imperative also extends to mature nodes 2) $ACMR has enough exposure to memory & foundry thats increasing capex (SMIC Hua Hong YM Hynix) 3) the valuation is absurdly low FT: Chip wars in full effect. The potential demand for Chinese chips is going to be huge Take a look at $ACMR top customers https://t.co/fsfGjtNdWY FT: Chip wars in full effect. The potential demand for Chinese chips is going to be huge Take a look at $ACMR top customers https://t.co/fsfGjtNdWY" [X Link](https://x.com/TheBenSchmark/status/1960393145234932121) 2025-08-26T17:25Z [----] followers, [---] engagements "Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding https://t.co/kZgtrDFBzO Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding https://t.co/kZgtrDFBzO" [X Link](https://x.com/TheBenSchmark/status/1968395035667308915) 2025-09-17T19:22Z [----] followers, [----] engagements "Bernstein on Zillow-talk needed on earnings $ZG Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG https://t.co/JtQiy6IqM8 Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG https://t.co/JtQiy6IqM8" [X Link](https://x.com/TheBenSchmark/status/1982836032312619068) 2025-10-27T15:45Z [----] followers, [----] engagements "Not sure why folks would want to pay much for Americolds $COLD older and less automated facilities when there is significant oversupply of higher quality assets as their pricing comes down and hasnt found a floor 🤷♂ @evan_lorenz @taobanker $COLD facilities are older shorter & less automated than industry & $LINE and in need of significant maintainence capex. As you pointed out growth capex highly suspect. Large delta betw physical & economic occupancy & deteriorating quality of earnings. See other posts. https://t.co/AqI31H7Dn7 @evan_lorenz @taobanker $COLD facilities are older shorter &" [X Link](https://x.com/TheBenSchmark/status/1998773290530148699) 2025-12-10T15:14Z [----] followers, [----] engagements "If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face *increasing* headwinds to revenue & cost in the form of GLP-1 drugs & AI mediated power costs. Bernstein notes sharp increase in [----] GLP uptake & PJM capacity auction hit price cap again Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side) https://t.co/yknfOJCzke Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side) https://t.co/yknfOJCzke" [X Link](https://x.com/TheBenSchmark/status/2001672412241567865) 2025-12-18T15:14Z [----] followers, [----] engagements "Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for $COLD & $LINE Notes that older-vintage assets (like $COLD) need to come out MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. https://t.co/gC48uFPIxR MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they" [X Link](https://x.com/TheBenSchmark/status/2001701567582417390) 2025-12-18T17:10Z [----] followers, [----] engagements "Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in [----] At least [---] billion pounds of new frozen potato product processing capacity between Oct [----] & Dec [----]. 8% expansion in [--] months. New supply contract renewals & China demand. 🥔 $LW CC:@John_Hempton https://t.co/4voVvvyNmy At least [---] billion pounds of new frozen potato product processing capacity between Oct [----] & Dec [----]. 8% expansion in [--] months. New supply contract renewals & China demand. 🥔 $LW CC:@John_Hempton" [X Link](https://x.com/TheBenSchmark/status/2002062038231834749) 2025-12-19T17:02Z [----] followers, [----] engagements "Its been almost another year now. Has AI led to even a 5% total revenue decline at any publicly traded companies What are [--] publicly-listed companies where [----] revenues will decline more than 15% because of AI (substitution or deflation) (Besides Chegg) Arent call-centers OTAs stock photos language learning supposed to be the lowest hanging fruit What are [--] publicly-listed companies where [----] revenues will decline more than 15% because of AI (substitution or deflation) (Besides Chegg) Arent call-centers OTAs stock photos language learning supposed to be the lowest hanging fruit" [X Link](https://x.com/TheBenSchmark/status/2010009822704587043) 2026-01-10T15:24Z [----] followers, 15.1K engagements "Kudos to @Citrini7 for adding long $ACMR to top trades for [----]. Simplifies the thesis: who can the Chinese fabs buy from Get long localization. Dont fully agree that they dont need to compete on performance (see non-Chinese customers like Hynix) but debatable @Citrini7 @rwang07 Yes $ACMR. ACM Research is US-listed Delaware incorporated and is the dominant Chinese cleaning semicap that is already growing fast and really cheap. @Citrini7 @rwang07 Yes $ACMR. ACM Research is US-listed Delaware incorporated and is the dominant Chinese cleaning semicap that is already growing fast and really cheap" [X Link](https://x.com/TheBenSchmark/status/2011444560644472988) 2026-01-14T14:25Z [----] followers, 43.1K engagements "Would like to find new levered shorts like $LINE & $COLD that face headwinds from ✅ Oversupply ✅ Tariffs ✅ GLP-1 adoption increase ✅ AI/datacenter power ✅ (Food price) inflation ✅ Customers getting more efficient DMs open If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face *increasing* headwinds to revenue & cost in the form of GLP-1 drugs & AI mediated power costs. Bernstein notes sharp increase in [----] GLP uptake & PJM capacity auction hit price cap again https://t.co/44WFOBlcKO If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face *increasing*" [X Link](https://x.com/TheBenSchmark/status/2013402416813687084) 2026-01-20T00:05Z [----] followers, [----] engagements "Alcoa $AA shouldve acquired $CENX a while ago and created a Section 45x and Sec [---] cost advantaged American aluminum behemoth Lets see if they still want to and what premium they would need to pay for the Hawesville power asset After deeming aluminum to be a critical mineral for 45X cash rebates the DOE has effectively anointed Century Aluminum $CENX as a strategic cost-advantaged asset. When does Alcoa or Glencore consolidate the largest US aluminum producer https://t.co/l68F0piLNo After deeming aluminum to be a critical mineral for 45X cash rebates the DOE has effectively anointed Century" [X Link](https://x.com/TheBenSchmark/status/2013643069074047107) 2026-01-20T16:01Z [----] followers, [----] engagements "Deathcab for $EQT BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days. https://t.co/cJCyRUk4CO BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days. https://t.co/cJCyRUk4CO" [X Link](https://x.com/TheBenSchmark/status/2014002365003620688) 2026-01-21T15:49Z [----] followers, [----] engagements "$EQT : Heating LNG export & direct datacenter power EQT is the new Cabot BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon to $7.20/gallon in [--] trading days. Commodities https://t.co/74m6VyK1rN BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon" [X Link](https://x.com/TheBenSchmark/status/2015856060922225053) 2026-01-26T18:35Z [----] followers, [----] engagements "Cathie Woods Ark had a $1500 Monte Carlo model [----] price target for $ZM. And it was conservative because it explicitly excluded the AI upside. The Anthropic AI upside is now here. What is the updated price target Zoom out and dont mis-anthropic @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in" [X Link](https://x.com/TheBenSchmark/status/2016593622330683682) 2026-01-28T19:26Z [----] followers, [----] engagements "$CENX has more US production and more geared to US prices Aluminum more expensive in the USA now due to tariffs $AA https://t.co/38cSIXxFMQ Aluminum more expensive in the USA now due to tariffs $AA https://t.co/38cSIXxFMQ" [X Link](https://x.com/TheBenSchmark/status/2016857170566939074) 2026-01-29T12:53Z [----] followers, [----] engagements "$EQT "There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site' the group Global Energy Monitor finds." https://t.co/4UWrH2tqD2 "There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site' the group Global Energy Monitor finds." https://t.co/4UWrH2tqD2" [X Link](https://x.com/TheBenSchmark/status/2017005731753443504) 2026-01-29T22:43Z [----] followers, [----] engagements "A few of $KMX diamond-hands are finally starting to sell. Kudos to Giverny for acknowledging the issues. A great-to-good that might actually be transitioning to not good. Still bearish. Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more management misdirection etc Still sports an inappropriately high multiple that ought to come down IMHO Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more" [X Link](https://x.com/TheBenSchmark/status/2017297249210888589) 2026-01-30T18:01Z [----] followers, [----] engagements "Claude have mercy $ZM AI can capture much larger markets than traditional software. https://t.co/ws49uE06X2 AI can capture much larger markets than traditional software. https://t.co/ws49uE06X2" [X Link](https://x.com/TheBenSchmark/status/2017318510712520942) 2026-01-30T19:26Z [----] followers, [----] engagements "Long $ZM Short Softbank/Oracle/Microsoft What is the best publics expression of long Anthropic short OAI What is the best publics expression of long Anthropic short OAI" [X Link](https://x.com/TheBenSchmark/status/2017649236469223733) 2026-01-31T17:20Z [----] followers, [----] engagements "$ZM has a place in every software portfolio in the current zeitgeist. A trade and a hedge. Anthropic investment and integration makes it an AI Winner Already high margins Cheap on FCF & earnings Buying back stock & shrinking share count [----] organic re-acceleration Wow https://t.co/peiB522fSD Wow https://t.co/peiB522fSD" [X Link](https://x.com/TheBenSchmark/status/2017972640128930142) 2026-02-01T14:45Z [----] followers, 10.1K engagements "@stockgutter Its unclear if youre buying Anthropic and getting Zoom for free or buying Zoom and getting Anthropic for free. Time will tell $ZM $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may" [X Link](https://x.com/TheBenSchmark/status/2018000655277756851) 2026-02-01T16:37Z [----] followers, [----] engagements "There will be ramps and drops but Anthropic business use is RAMPING now. Zoom in $ZM there's a really messy discourse right now about openai vs anthropic in enterprise and i just want everyone to remember that Ramp has the most granular credible business spend data out there https://t.co/iVCVdXYWWa there's a really messy discourse right now about openai vs anthropic in enterprise and i just want everyone to remember that Ramp has the most granular credible business spend data out there https://t.co/iVCVdXYWWa" [X Link](https://x.com/TheBenSchmark/status/2018329710061621523) 2026-02-02T14:24Z [----] followers, [----] engagements "RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake $ZM has a place in every software portfolio in the current zeitgeist. A trade and a hedge. Anthropic investment and integration makes it an AI Winner Already high margins Cheap on FCF & earnings Buying back stock & shrinking share count [----] organic re-acceleration $ZM has a place in every software portfolio in the current" [X Link](https://x.com/TheBenSchmark/status/2018356073246142828) 2026-02-02T16:09Z [----] followers, [----] engagements "$ZM We arent talking enough just how much AI in coding has accelerated in the last month alone. https://t.co/4I22viJOl5 We arent talking enough just how much AI in coding has accelerated in the last month alone. https://t.co/4I22viJOl5" [X Link](https://x.com/TheBenSchmark/status/2018701208488218803) 2026-02-03T15:00Z [----] followers, [----] engagements "$EGHT ripping up 28% on AI-enabled voice/communications revenues. Zooms AI-enabled traction also picking up. Channel commentary strong. $ZM earnings call will be fun: AI re-acceleration questions on Anthropic ownership lower share-count. Could be quite the vol event RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake https://t.co/YVsM9OKYEb RBC highlights $ZM as insulated from AI" [X Link](https://x.com/TheBenSchmark/status/2018817648537329747) 2026-02-03T22:43Z [----] followers, [----] engagements "Everyones talking about Anthropic risk. But nobodys talking about Anthropic reward. Uncle Jamal on $ZM @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv" [X Link](https://x.com/TheBenSchmark/status/2019049714302210175) 2026-02-04T14:05Z [----] followers, [----] engagements "Meta or Cisco should buy $ZM ZoomAIZoom Spaces60fpsCisco https://t.co/8S04BDYz0x Zoom AI Companion3.0AIAIAIZoom Spaces Zoom $ZM https://t.co/IbKTqCZABa ZoomAIZoom Spaces60fpsCisco https://t.co/8S04BDYz0x Zoom AI Companion3.0AIAIAIZoom Spaces Zoom $ZM https://t.co/IbKTqCZABa" [X Link](https://x.com/TheBenSchmark/status/2019063585683448230) 2026-02-04T15:00Z [----] followers, [----] engagements "DRAM and US Aluminum look similar $MU $CENX" [X Link](https://x.com/TheBenSchmark/status/2019087458495791370) 2026-02-04T16:35Z [----] followers, [----] engagements "The market is starting to figure out $ZM is different. An actual AI-winner owns a chunk of Anthropic thats actually cheap on FCF and re-accelerating with its own AI tools and vast trove of unstructured data Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes against two giga-competitors that each offer FREE alternatives to its product. It is also the ONLY player that is green. Gives one optimism for incumbents battling against new AI https://t.co/IDBJeCyiNM Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes" [X Link](https://x.com/TheBenSchmark/status/2019272133508231675) 2026-02-05T04:49Z [----] followers, [----] engagements "Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise as it potentially pursues an IPO This was the first analyst on the street to dimension Anthropic. More to come. When does Cathie Wood come back in https://t.co/ExAHKWhzid Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could" [X Link](https://x.com/TheBenSchmark/status/2019409241258508595) 2026-02-05T13:54Z [----] followers, 15.1K engagements "@_SeanDavid Wolfe dimensioned $ZM Anthropic value upto $3.2bn at current marks and upside on road to IPO. Pretty bullish on Voice AI too Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in 2024" [X Link](https://x.com/TheBenSchmark/status/2019424907122340306) 2026-02-05T14:56Z [----] followers, [---] engagements "Is there anyone who thinks Anthropic wont be a $2+ trillion company as it expands to other industries and extends reach from enterprise to consumer I want as much exposure to Anthopic as I can $ZM HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI tool that caused: $285 billion wiped out across software finance and asset management stocks 6% drop in Goldman's software basket (biggest since https://t.co/YJbUjqCvkX HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI" [X Link](https://x.com/TheBenSchmark/status/2019429252974919731) 2026-02-05T15:13Z [----] followers, [----] engagements "WSJ exclusive: @Citrini7 was right. The indices will eat SpaceX and Anthropic. We are all going to own them at much higher prices. I would rather own Anthropic at a much lower valuation $ZM Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic *NOW* before it raises at higher rounds and IPOs. TINA. https://t.co/eC5Au0sPtv Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but" [X Link](https://x.com/TheBenSchmark/status/2019439402448015474) 2026-02-05T15:54Z [----] followers, [----] engagements "$ZM Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x" [X Link](https://x.com/TheBenSchmark/status/2019468934446031251) 2026-02-05T17:51Z [----] followers, [---] engagements "Zoom has the a treasure of internal and external unstructured data of enterprises (the contents of every call and meeting)- immensely valuable with AI & agents that can handle it. $ZM partnered with Anthropic & *owns the equity* in Anthropic. Legit AI-winner & Anthropic-winner. AI Companion is your one-stop shop for getting work done including your quarterly review. ☑ From meeting follow-ups to instant checklists AI Companion keeps everything moving so you can flow seamlessly from one task to the next. Write your own AI Companion Prompt 👉 https://t.co/Jm9K6yozSH AI Companion is your one-stop" [X Link](https://x.com/TheBenSchmark/status/2019475531029242347) 2026-02-05T18:17Z [----] followers, [---] engagements "Great piece from SemiAnalysis: Anthropic is adding more revenue every month than OpenAI The magic of Claude Code is it Just Works I dont own enough $ZM (and if this piece is right too much MSFT) CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP" [X Link](https://x.com/TheBenSchmark/status/2019489275033911714) 2026-02-05T19:12Z [----] followers, 21.4K engagements "$ZM @TBU12345678 the world needs to see this chart bro https://t.co/CDYwcsU5Y3 @TBU12345678 the world needs to see this chart bro https://t.co/CDYwcsU5Y3" [X Link](https://x.com/TheBenSchmark/status/2019490069518717306) 2026-02-05T19:15Z [----] followers, [----] engagements "@sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the" [X Link](https://x.com/TheBenSchmark/status/2019490623208788348) 2026-02-05T19:17Z [----] followers, [----] engagements "Dario from Anthropic on an agentic AI world creating a permanent underclass. One way to avoid it is to fill gaps. Another is to simply own some Anthropic. All gaps get filled $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe" [X Link](https://x.com/TheBenSchmark/status/2019503964308267062) 2026-02-05T20:10Z [----] followers, [----] engagements "Folks are zooming in and wont miss-anthropic $ZM Flirting with becoming a Zoom bull $ZM Flirting with becoming a Zoom bull $ZM" [X Link](https://x.com/TheBenSchmark/status/2019765602680705528) 2026-02-06T13:30Z [----] followers, [----] engagements "@negligible_cap SKM is fine but I prefer to zoom out and look at the big picture $ZM. Zoom also owns other valuable assets like Perplexity. @sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers @sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers" [X Link](https://x.com/TheBenSchmark/status/2019790974898045170) 2026-02-06T15:11Z [----] followers, [---] engagements "Citrini has a nose for inexorable themes: he can zoom in and zoom out $ZM Anthropic number go up Cheap on FCF & buying back stock AI tool integration accelerating access to so much valuable unstructured data Strategic takeout value for many (Meta Salesforce Cisco) @CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work on it today. A less speculative company than I would have thought. The risk is it gets Paypal-ed by MSFT but it's been surprisingly resistant to that @CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work" [X Link](https://x.com/TheBenSchmark/status/2019792859189129697) 2026-02-06T15:18Z [----] followers, 15.1K engagements "Anthropic is one of the only private companies that trades at a *premium* to its last round (for good reason). Marked on $ZM balance sheet at a much lower value & will be marked up again. But really we should be valuing it on the *future* value. $2T https://forgeglobal.com/anthropic_stock/ Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic *NOW* before it raises at higher rounds and IPOs. TINA. https://t.co/eC5Au0sPtv" [X Link](https://x.com/TheBenSchmark/status/2019796031030931942) 2026-02-06T15:31Z [----] followers, [----] engagements "Aluminum Midwest Premium chart still looks like DRAM. $CENX realizations for Q4 [----] and [----] means numbers need to go up for a while. If only they get a $WULF multiple for their new datacenter asset 🤷♂ Timna first-take estimate is $500-$550m of value added at $CENX by new AI datacenter. Doesnt add $4 to $61 PT ($65) yet awaiting details. I think it will end up being more. https://t.co/MG1Tif7Qro Timna first-take estimate is $500-$550m of value added at $CENX by new AI datacenter. Doesnt add $4 to $61 PT ($65) yet awaiting details. I think it will end up being more. https://t.co/MG1Tif7Qro" [X Link](https://x.com/TheBenSchmark/status/2019797837345599984) 2026-02-06T15:38Z [----] followers, [----] engagements "After Sonnet [--] every finance bro and tech bro is going to want to own some Anthropic. After the Super Bowl ad retail degens and WSB will want to Zoom zoom zoom $ZM Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl" [X Link](https://x.com/TheBenSchmark/status/2019807103804940312) 2026-02-06T16:15Z [----] followers, [----] engagements "The sell side is slowly coming around on $ZM. The buyside might be soon too Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL" [X Link](https://x.com/TheBenSchmark/status/2019809319248896298) 2026-02-06T16:24Z [----] followers, [----] engagements "Re-upping this in light of $CENX building the first new American aluminum smelter since [----]. When will the US government invest in the equity Which entity will make the next capital injection into Century Aluminum $CENX Which entity will make the next capital injection into Century Aluminum $CENX" [X Link](https://x.com/TheBenSchmark/status/2019826885895848411) 2026-02-06T17:33Z [----] followers, [----] engagements "@JerryCap Very bearish HOOD" [X Link](https://x.com/TheBenSchmark/status/2019840976357929411) 2026-02-06T18:29Z [----] followers, [---] engagements "Is this a $ZM batsignal 🦇 👀 Super Bowl ad could be a big vol event And of course the earnings call this month where they mark up Anthropic stake and talk about it someone must be eating a bat somewhere as we speak $ZM https://t.co/wQXIaoSFod someone must be eating a bat somewhere as we speak $ZM https://t.co/wQXIaoSFod" [X Link](https://x.com/TheBenSchmark/status/2019856752762843400) 2026-02-06T19:32Z [----] followers, [----] engagements "How many analysts & PMs are going to subscribe to paid versions of Anthropic Claude this weekend How many will ask which US publicly traded company has the highest ownership of Anthropic as a % of EV and get wrong answers without re-prompting Correct answer: Zoom $ZM Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of dislocating or disrupting' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of" [X Link](https://x.com/TheBenSchmark/status/2020554226833731779) 2026-02-08T17:44Z [----] followers, 19K engagements "Today the finance guys ask this question. Tomorrow everyone who watched the Super Bowl Answer: Zoom $ZM How do I buy Anthropic How do I buy Anthropic" [X Link](https://x.com/TheBenSchmark/status/2020557003718889677) 2026-02-08T17:55Z [----] followers, [----] engagements "@evrgn11112231 $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL" [X Link](https://x.com/TheBenSchmark/status/2020557365980869056) 2026-02-08T17:56Z [----] followers, [---] engagements "Wolfes Zukin with weekend thoughts on SaaS Claude Cowork plugins and voice-AI. Notes Zoom $ZM upgrade for accelerating secular momentum low valuation and AI optionality. But lets not bury the lede: direct Anthropic exposure Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus" [X Link](https://x.com/TheBenSchmark/status/2020622828500906314) 2026-02-08T22:16Z [----] followers, [----] engagements "A few of Wolfes checks on Zoom channel partners and ecosystem seem quite notable. Looking forward to the $ZM earnings call this month Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in 2024" [X Link](https://x.com/TheBenSchmark/status/2020867982428172388) 2026-02-09T14:30Z [----] followers, [----] engagements "Investors with mettle should read Bernsteins @brbobbr [--] page primer on the chemistry innovations & economics of copper leaching. Perhaps a cap on the super-cycle Cure for high prices is high prices with a dash of innovation Uncle Jamal probably" [X Link](https://x.com/TheBenSchmark/status/2020985843138105665) 2026-02-09T22:19Z [----] followers, [----] engagements "Bernstein on [----] semiconductor sales: Both pricing & units contributed to growth. The industry has finally returned to unit growth vs pre-COVID levels with ASPs far above; revenue growth over the last several years remains dominated by pricing" [X Link](https://x.com/TheBenSchmark/status/2021090071986802716) 2026-02-10T05:13Z [----] followers, [----] engagements "WSJ: Even that has an AI angle. Zoom is an investor in Anthropic and an analyst said in a report late last month that the stake could be worth between $2 billion and $4 billion. $ZM" [X Link](https://x.com/TheBenSchmark/status/2021216278304723382) 2026-02-10T13:34Z [----] followers, [---] engagements "Next catalyst for the Anthropic Complex (TM) $ZM Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN" [X Link](https://x.com/TheBenSchmark/status/2021268136410980750) 2026-02-10T17:00Z [----] followers, [----] engagements "@wintonARK What about old Ark favourite Zoom $ZM that now trades under 10x FCF and owns a chunk of another Ark favourite Anthropic https://www.ark-invest.com/articles/valuation-models/arks-zoom-model https://www.ark-invest.com/articles/valuation-models/arks-zoom-model" [X Link](https://x.com/TheBenSchmark/status/2021347425294901651) 2026-02-10T22:15Z [----] followers, [--] engagements "Anthropic Complex Index (TM) gap open tomorrow $ZM Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5 Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5" [X Link](https://x.com/TheBenSchmark/status/2021349936911253837) 2026-02-10T22:25Z [----] followers, [----] engagements "Now I see it and think Great another Claude plug-in coming When I was young and I saw 25% ROIC I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times. When I was young and I saw 25% ROIC I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times" [X Link](https://x.com/TheBenSchmark/status/2021350888116453803) 2026-02-10T22:29Z [----] followers, [----] engagements "If Anthropic achieves AGI could it be worth [--] googol Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN" [X Link](https://x.com/TheBenSchmark/status/2021595943229923805) 2026-02-11T14:43Z [----] followers, [----] engagements "Shoot first. Ask Claude questions later. Uncle Jamal" [X Link](https://x.com/TheBenSchmark/status/2021639429287456865) 2026-02-11T17:36Z [----] followers, [---] engagements "The $ZM earnings call this month might be a fun vol event. Business re-acceleration AI tools rollout Anthropic stake commentary and share repurchase update $ZM - $144K Call buyer https://t.co/9AVTqfHv6Q $ZM - $144K Call buyer https://t.co/9AVTqfHv6Q" [X Link](https://x.com/TheBenSchmark/status/2021653250496508189) 2026-02-11T18:31Z [----] followers, [----] engagements "Ironic because DOGE was rather misanthropic @snowmanllc Im way overdue for renaming the watchlist. https://t.co/UQZkha0hv9 @snowmanllc Im way overdue for renaming the watchlist. https://t.co/UQZkha0hv9" [X Link](https://x.com/TheBenSchmark/status/2021791683591995556) 2026-02-12T03:41Z [----] followers, [----] engagements "Lyft has historically taken shareholders for a ride and its hard to determine fare value. But it might be worth waymo" [X Link](https://x.com/TheBenSchmark/status/1968678975426699419) 2025-09-18T14:10Z [----] followers, [----] engagements "Formerly bullish Evercore finally downgrades $COLD noting economic occupancy could further erode in [----] given spread vs physical. Also notes operationally intensive & less liquid transaction market may be valued on EV/EBITDA basis. At 11x $7 value 🥶 Oh look $COLD management now admitting they will have to concede on price to keep market share in the face of unrelenting oversupply and discounting from compeititors who can offer better service for less https://t.co/Mh8MpdfhtO Oh look $COLD management now admitting they will have to concede on price to keep market share in the face of" [X Link](https://x.com/TheBenSchmark/status/1986797738730938633) 2025-11-07T14:07Z [----] followers, 10.7K engagements "$COLD economic occupancy eroding as leases roll pricing is going down and industry still significantly oversupplied. But yes the activist is correct that if they sell assets in an oversupplied market at high multiples EBITDA goes up & it gets 15x multiple stock goes up Formerly bullish Evercore finally downgrades $COLD noting economic occupancy could further erode in [----] given spread vs physical. Also notes operationally intensive & less liquid transaction market may be valued on EV/EBITDA basis. At 11x $7 value 🥶 https://t.co/ZK42zwLKpp Formerly bullish Evercore finally downgrades $COLD" [X Link](https://x.com/TheBenSchmark/status/1999178714387530067) 2025-12-11T18:05Z [----] followers, [----] engagements "Comments on $COLD pitch: [--]. Fixed agreements above spot in oversupplied market are a downside risk. Company admits pricing will decline [--]. Declining EBITDA barely any real FCF & divvy at risk [--]. Losing share to new supply. Irreplaceable [--]. Pricing down too. Labor costs up. $COLD economic occupancy eroding as leases roll pricing is going down and industry still significantly oversupplied. But yes the activist is correct that if they sell assets in an oversupplied market at high multiples EBITDA goes up & it gets 15x multiple stock goes up https://t.co/LEgryXsQOb $COLD economic occupancy" [X Link](https://x.com/TheBenSchmark/status/1999530916666909085) 2025-12-12T17:24Z [----] followers, [----] engagements "@RecoveryTrade Anything could happen. Not sure why they would overpay for the oldest (worst) least automated & most physically vacant assets during a period of oversupply with tons of new automated capacity around. And risky fixed contract book thats rolling off. $LINE assets $COLD" [X Link](https://x.com/TheBenSchmark/status/1999534607121682846) 2025-12-12T17:39Z [----] followers, [----] engagements "GLOO holdings has a spray-and-pray strategy and stock relies on faith" [X Link](https://x.com/TheBenSchmark/status/2000584528755151249) 2025-12-15T15:11Z [----] followers, [----] engagements "$LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD https://t.co/PmdkCtxCfh Ooh RBC slips in the money insight on cold" [X Link](https://x.com/TheBenSchmark/status/2000667452707926272) 2025-12-15T20:41Z [----] followers, [----] engagements "JPM taking down $LINE estimates for both [----] and [----]. Neither demand nor supply looking good $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 https://t.co/ftRybOy7Yj $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their" [X Link](https://x.com/TheBenSchmark/status/2001008371705716929) 2025-12-16T19:15Z [----] followers, [----] engagements "MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 https://t.co/ftRybOy7Yj $LINE had some interesting cost initiatives in their recent investor forum" [X Link](https://x.com/TheBenSchmark/status/2001010410812797152) 2025-12-16T19:23Z [----] followers, [----] engagements "Industry headwinds mentioned by MS would hurt $COLD even more given huge fixed contract book due to roll over in [----] at lower rents and more levered balance sheet. A dividend cut might be prudent MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. https://t.co/gC48uFPIxR MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note" [X Link](https://x.com/TheBenSchmark/status/2001021947354996793) 2025-12-16T20:09Z [----] followers, [----] engagements "Baird: The other element that has us somewhat skiddish is the potential wind-down of BGLHs stake in $LINE some initial investors struggling with with non-LINE related cold storage investments and may seek to exit their positions 👀 @TheBenSchmark Your coverage of the cold storage REIT dynamics has been exceptional thank you Can you explain the put option why it exists / will be cash settled Do you have a view on how BLGH will settle up with its investors - sell stock to make cash distributions Or distribute stock @TheBenSchmark Your coverage of the cold storage REIT dynamics has been" [X Link](https://x.com/TheBenSchmark/status/2002081958571225117) 2025-12-19T18:21Z [----] followers, [----] engagements "As an aside Lamb Weston (like many other food companies) have been rationalizing their cold storage space needs (before this quarter) and will likely continue to. Potatoes happen to be 10% of Lineage volumes. $LINE $COLD Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in [----] https://t.co/1mIx3OBacj Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in 2019" [X Link](https://x.com/TheBenSchmark/status/2002085926043111596) 2025-12-19T18:37Z [----] followers, [----] engagements "Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf" [X Link](https://x.com/TheBenSchmark/status/2002822792828584033) 2025-12-21T19:25Z [----] followers, [----] engagements "Lets see if Stephen can sleigh at $COLD and which pieces Reese can firesale. Perhaps they neithercut the dividend nor their rents and keep losing share Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for $COLD & $LINE Notes that older-vintage assets (like $COLD) need to come out https://t.co/2LfSh04Tow Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for" [X Link](https://x.com/TheBenSchmark/status/2003111922326237234) 2025-12-22T14:34Z [----] followers, [----] engagements "Selling the $COLD international business would be cutting the flowers & watering the weeds leaving it with old short and oversupplied US legacy facilities. On the other hand at least theres a bid for some pieces @RecoveryTrade Anything could happen. Not sure why they would overpay for the oldest (worst) least automated & most physically vacant assets during a period of oversupply with tons of new automated capacity around. And risky fixed contract book thats rolling off. $LINE assets $COLD https://t.co/ZRaXi6vq7H @RecoveryTrade Anything could happen. Not sure why they would overpay for the" [X Link](https://x.com/TheBenSchmark/status/2006070962907922780) 2025-12-30T18:32Z [----] followers, [----] engagements "Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene Its funny how 95% of commentary on alcohol has been focused on demand debates ignoring palpable (and non-palpable) supply growth until its too late. Similar with cold storage warehouse industry which has seen significant volume capacity growth (ahead of sq ft) $COLD $LINE Its funny how 95% of commentary on alcohol has been focused on demand debates ignoring palpable (and non-palpable) supply growth until its too late. Similar with cold storage warehouse industry which has seen" [X Link](https://x.com/TheBenSchmark/status/2013261301133226178) 2026-01-19T14:44Z [----] followers, [----] engagements "There is only one US listed direct play on Chinese semicap domestic substitution and growth: $ACMR [----] guide points to 26% YoY growth and given capex plans of its customers (SK Hynix CXMT YM SMIC) might be quite conservative. Still only 13.9x [----] EPS Kudos to @Citrini7 for adding long $ACMR to top trades for [----]. Simplifies the thesis: who can the Chinese fabs buy from Get long localization. Dont fully agree that they dont need to compete on performance (see non-Chinese customers like Hynix) but debatable https://t.co/GeL5BztPZR Kudos to @Citrini7 for adding long $ACMR to top trades for" [X Link](https://x.com/TheBenSchmark/status/2014334969523396933) 2026-01-22T13:50Z [----] followers, 20.3K engagements "Jon Wilk did a very good job steering the $CMPO metal card business making Arculus profitable and collapsing the onerous A/B structure. Significant value creation including the spin-off value. Lets see whats next $CMPO extends its key Amex metal card contract through [----]. This contract and the Chase contract may have been the overhangs. $900m EV with $150m aEBITDA guided for [----] (including loss-making Arculus which they can hopefully sell) https://t.co/U0KYff687B $CMPO extends its key Amex metal card contract through [----]. This contract and the Chase contract may have been the overhangs." [X Link](https://x.com/TheBenSchmark/status/2014410002568515645) 2026-01-22T18:49Z [----] followers, [----] engagements "I thought Salesforce could but @WaterworldCapi1 pointed out that $META should buy $ZM. Financially accretive with Anthropic on top. Can integrate Zoom video w/ Reality Labs. Gets large SMB & enterprise channel to distribute SuperIntelligence. SKT to where the Zuck is going $ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this https://t.co/K9AtiJOBFV $ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this https://t.co/K9AtiJOBFV" [X Link](https://x.com/TheBenSchmark/status/2016642836406407207) 2026-01-28T22:41Z [----] followers, [----] engagements "Theres one US company that directly benefits from YMTC & CXMT capex ramp & domestic substitution mandate: $ACMR Its still cheap & growth might accelerate here. And it trades at a fraction of its own publicly traded sub in Shanghai. Could dual-list in HK for instant rerate WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months WOW This is big They are using complete domestic tools" [X Link](https://x.com/TheBenSchmark/status/2017242432404963606) 2026-01-30T14:24Z [----] followers, 10.5K engagements "GLP-1 orals seeing accelerating adoption next gen injectables coming and affordability/access increasing. The headwinds for cold storage $LINE $COLD alcohol expensive CPG sleep apneaetc just growing When demand headwinds meet oversupply Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene https://t.co/FG8Y1GgUdN Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene https://t.co/FG8Y1GgUdN" [X Link](https://x.com/TheBenSchmark/status/2018384576045842847) 2026-02-02T18:02Z [----] followers, [----] engagements "JPMorgan: Anthropic is eating the world Jabroni: Buy $ZM In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure" [X Link](https://x.com/TheBenSchmark/status/2018820666456465717) 2026-02-03T22:55Z [----] followers, 196.9K engagements "If data is the new oil software stocks could go to -$37.63" [X Link](https://x.com/TheBenSchmark/status/2019151869462082013) 2026-02-04T20:51Z [----] followers, [----] engagements "This is going to be a golden age of financial and strategic M&A for cheap and cash flowing software companies that have architecture infrastructure and a distribution network wen $ZM $BILL (see thread) https://t.co/JQEWM95vhC $BILL (see thread) https://t.co/JQEWM95vhC" [X Link](https://x.com/TheBenSchmark/status/2019834789004546187) 2026-02-06T18:05Z [----] followers, [----] engagements "Massively $ACMR China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr" [X Link](https://x.com/TheBenSchmark/status/2020608244184445268) 2026-02-08T21:18Z [----] followers, [----] engagements "Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon 💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: https://t.co/W8F0qd35ql 🔗 💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: https://t.co/W8F0qd35ql 🔗" [X Link](https://x.com/TheBenSchmark/status/2021611987134779587) 2026-02-11T15:47Z [----] followers, 23.7K engagements "@zephyr_z9 Agreed. It would be great if $ACMR did a fully-fungible Hong Kong listing. It would trade at nearly twice the multiple" [X Link](https://x.com/TheBenSchmark/status/2021638730768166946) 2026-02-11T17:33Z [----] followers, [---] engagements "In SaaS optically cheap is table stakes. Palpable AI tail-winds business acceleration buyback in place are key. $ZM is a direct (Anthropic) & indirect (voice AI enterprise data) AI winner whose business is accelerating while buying back stock SaaS dumpster diving $PATH 10x EBITDA $WIX 9x EBITDA $GDDY 9x EBITDA $ZM 9x EBITDA $CRM 9x EBITDA $WDAY 9x EBITDA $ADBE 8x EBITDA $RPD 6x EBITDA $DOCU 6x EBITDA $CXM 6x EBITDA $SPT 6x EBITDA $PYPL 6x EBITDA $FRSH 6x EBITDA $FIVN 5x EBITDA $RNG 5x SaaS dumpster diving $PATH 10x EBITDA $WIX 9x EBITDA $GDDY 9x EBITDA $ZM 9x EBITDA $CRM 9x EBITDA $WDAY 9x" [X Link](https://x.com/TheBenSchmark/status/2022006966940487801) 2026-02-12T17:56Z [----] followers, [----] engagements "@ACapitalLP If $ZM owns 1% of $10 trillion Anthropic thats $100bn. You might be more bullish than me" [X Link](https://x.com/TheBenSchmark/status/2022135447246545286) 2026-02-13T02:27Z [----] followers, [---] engagements "Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic *NOW* before it raises at higher rounds and IPOs. TINA. https://t.co/BWlBJctAqB https://t.co/BWlBJctAqB" [X Link](https://x.com/TheBenSchmark/status/2018014595911237784) 2026-02-01T17:32Z [----] followers, 212.2K engagements "@rdd147 Why arent more shares sold shorts Seems like increasingly poor results a levered balance sheet and a potential dividend cut https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter" [X Link](https://x.com/TheBenSchmark/status/2022452143547179307) 2026-02-13T23:25Z [----] followers, [---] engagements "Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 23rd. $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN" [X Link](https://x.com/TheBenSchmark/status/2003493489577980156) 2025-12-23T15:50Z [----] followers, [----] engagements "A high ROE DuPont breakup would be composed of one entity with high margins one entity with good asset turns and one stuffed with all the leverage. Some call this $DD $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW" [X Link](https://x.com/anyuser/status/1793407986318156085) 2024-05-22T22:25Z [----] followers, 30.2K engagements "$COLD & $LINE at the bottom of Wells Fargo REITs normalized FFO deceleration into [----]. After what will likely have been really poor [----]. Even if ones looking for bombed out REIT stocks many other places to look Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD https://t.co/PmdkCtxCfh Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square" [X Link](https://x.com/TheBenSchmark/status/1996971933582156150) 2025-12-05T15:56Z [----] followers, [----] engagements "$SN is a thing of beauty. TD initiates with $135 target on 22x 2026E When value investors like @AggieCapitalist conservatively value SharkNinja $SN at 14x EBITDA to get to $151 wonder how the growth consumer pod and innovation folks will swirl. Index inclusion could vacuum some of the shares https://t.co/fIJAxubFii When value investors like @AggieCapitalist conservatively value SharkNinja $SN at 14x EBITDA to get to $151 wonder how the growth consumer pod and innovation folks will swirl. Index inclusion could vacuum some of the shares https://t.co/fIJAxubFii" [X Link](https://x.com/TheBenSchmark/status/1998841314410910078) 2025-12-10T19:44Z [----] followers, [----] engagements "@ltmleverage Thankfully Tenet $THC has added a lot of alpha" [X Link](https://x.com/TheBenSchmark/status/2023067060566175810) 2026-02-15T16:09Z [----] followers, [--] engagements "@ltmleverage THC is meant to take you to all time highs. They performed the right surgery on themselves. Too bad SGRY didnt" [X Link](https://x.com/TheBenSchmark/status/2023075581588615558) 2026-02-15T16:43Z [----] followers, [--] engagements "A high ROE DuPont breakup would be composed of one entity with high margins one entity with good asset turns and one stuffed with all the leverage. Some call this $DD $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW" [X Link](https://x.com/anyuser/status/1793407986318156085) 2024-05-22T22:25Z [----] followers, 30.2K engagements "Every time you buy a plane ticket you are RENTING from an airline and *literally* throwing away money. With interest rates so low there is no good reason not to buy your first plane and build equity. #Planeowership is an investment and a lifestyle" [X Link](https://x.com/anyuser/status/1414222712080379904) 2021-07-11T13:59Z [----] followers, [----] engagements "So Alphabet is a dominant quantum computing autonomous driving artificial intelligence and video streaming company that also collects an advertising rent on nearly every business on the side Probably worth 10x earnings. $GOOGL Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can reduce errors exponentially as we scale up using more qubits cracking a 30-year challenge in the field. In benchmark tests Willow solved a standard computation in [--] mins that would Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can" [X Link](https://x.com/anyuser/status/1866204326709858681) 2024-12-09T19:32Z [----] followers, 156.9K engagements "Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can reduce errors exponentially as we scale up using more qubits cracking a 30-year challenge in the field. In benchmark tests Willow solved a standard computation in [--] mins that would take a leading supercomputer over [----] years far beyond the age of the universe()" [X Link](https://x.com/anyuser/status/1866167429367468422) 2024-12-09T17:06Z 5.8M followers, 19.3M engagements "Which companies exemplify this" [X Link](https://x.com/TheBenSchmark/status/1460047552909389830) 2021-11-15T00:50Z [----] followers, [---] engagements "Nice. Just nice. $PLUG" [X Link](https://x.com/anyuser/status/1466058015979753475) 2021-12-01T14:54Z [----] followers, [---] engagements "Financial obligations (rent mortgage payments taxes auto lease) as a % of disposable income are significantly lower than in past periods driven in part by strong wages. While Im bearish on some consumer demand driven stocks I have to consider this" [X Link](https://x.com/TheBenSchmark/status/1520594713568587776) 2022-05-01T02:43Z [----] followers, [---] engagements "Now imagine this inside a tiny sewer tunnel with cars ahead and behind" [X Link](https://x.com/anyuser/status/1381027016296775681) 2021-04-10T23:31Z [----] followers, [---] engagements "If youre [--] Covid is 5x more lethal than the flu. If youre [--] its [--] times more lethal. Just The Flu bros should read just-this-figure. H/T @GidMK" [X Link](https://x.com/anyuser/status/1342832967345975296) 2020-12-26T14:01Z [----] followers, [---] engagements "Sentiment check. Many are asking" [X Link](https://x.com/anyuser/status/1592240076356190208) 2022-11-14T19:36Z [----] followers, [---] engagements "Negative revenue. Very nice impressive. Now lets see the cash burn. $WKHS" [X Link](https://x.com/TheBenSchmark/status/1499500070596710402) 2022-03-03T21:40Z [----] followers, [---] engagements "**BITCOIN MAY REPLACE DOGS CATHIE WOODS SAYS: DJ" [X Link](https://x.com/anyuser/status/1365124098574209028) 2021-02-26T02:18Z [----] followers, [---] engagements "Scott Bessent may be the best pick of the available choices but it does appear he nailed his prior 3-3-3 plan: 3% net returns [--] LPs $3bn in redemptions Interesting on Bessent 3-3-3 policy. Via wsj. https://t.co/wO18WP9slH Interesting on Bessent 3-3-3 policy. Via wsj. https://t.co/wO18WP9slH" [X Link](https://x.com/TheBenSchmark/status/1860745430692184304) 2024-11-24T18:00Z [----] followers, 96.5K engagements "Interesting on Bessent 3-3-3 policy. Via wsj" [X Link](https://x.com/anyuser/status/1860103471015559327) 2024-11-22T23:30Z [----] followers, 350.3K engagements "More like Debit Suisse amirite" [X Link](https://x.com/TheBenSchmark/status/1376631161070436357) 2021-03-29T20:23Z [----] followers, [---] engagements "Bears say $TSLA is not worth much in a liquidation. This is ridiculous. Can you imagine how valuable the Tesla customer list would be to a Nigerian prince" [X Link](https://x.com/anyuser/status/1015067345948217344) 2018-07-06T02:58Z [----] followers, [---] engagements "Typical He Said Xi Said BREAKING: Jack Ma is not missing. The Alibaba founder is laying low sources tell @DavidFaber. https://t.co/jn8limUSe7 https://t.co/5tJQX99T6i BREAKING: Jack Ma is not missing. The Alibaba founder is laying low sources tell @DavidFaber. https://t.co/jn8limUSe7 https://t.co/5tJQX99T6i" [X Link](https://x.com/anyuser/status/1346543600172208139) 2021-01-05T19:46Z [----] followers, [---] engagements "BREAKING: Jack Ma is not missing. The Alibaba founder is laying low sources tell @DavidFaber. http://cnbc.com http://cnbc.com" [X Link](https://x.com/anyuser/status/1346465044134031361) 2021-01-05T14:34Z 763.7K followers, [----] engagements "Should have drawn their revolver REMINGTON COULD FILE FOR CHAPTER [--] WITHIN DAYS SOURCES SAY REMINGTON COULD FILE FOR CHAPTER [--] WITHIN DAYS SOURCES SAY" [X Link](https://x.com/anyuser/status/1276565471815520256) 2020-06-26T17:18Z [----] followers, [---] engagements "REMINGTON COULD FILE FOR CHAPTER [--] WITHIN DAYS SOURCES SAY GUN MAKER REMINGTON PREPARES TO FILE FOR BANKRUPTCY SOURCES SAY GUN MAKER REMINGTON PREPARES TO FILE FOR BANKRUPTCY SOURCES SAY" [X Link](https://x.com/anyuser/status/1276542812415307777) 2020-06-26T15:48Z 1.2M followers, [---] engagements "ESG funds https://x.com/TiffanyTang999/status/1291544102257876992/video/1 https://x.com/TiffanyTang999/status/1291544102257876992/video/1" [X Link](https://x.com/TheBenSchmark/status/1291818463523110913) 2020-08-07T19:28Z [----] followers, [---] engagements "@SahilBloom @GavinSBaker I tried this with Lockheed Martin but some folks in black suits showed up at my door" [X Link](https://x.com/anyuser/status/1347290527641858048) 2021-01-07T21:14Z [----] followers, [---] engagements "It hertz to read" [X Link](https://x.com/anyuser/status/1912607447518228898) 2025-04-16T20:42Z [----] followers, 61.2K engagements "Cool list of very stable and legit companies. Lets investigate the short-sellers who helped expose them" [X Link](https://x.com/anyuser/status/1469325342263463946) 2021-12-10T15:17Z [----] followers, [---] engagements "Elon reached out to me to get hold of that script and it became apparent very quickly that he didnt understand coding as well as he made out. He asked How do I run this Python script Crikey Is this true @elonmusk https://www.crikey.com.au/2022/05/30/dogecoin-jackson-palmer-elon-musk-cryptocurrency-bubble/ https://www.crikey.com.au/2022/05/30/dogecoin-jackson-palmer-elon-musk-cryptocurrency-bubble/" [X Link](https://x.com/anyuser/status/1531291185586663424) 2022-05-30T15:07Z [----] followers, [---] engagements "Imagine in [----] you perfectly predicted the massive growth global car use and airplane travel. And then bought a bunch of auto manufacturer and airline stocks. Demand growth = economic profits. From a classic of the [----] internet bubble. http://www.mch-inc.com/pdf/and%20the%20Madness%20of%20Internet%20Speculators.pdf http://www.mch-inc.com/pdf/and%20the%20Madness%20of%20Internet%20Speculators.pdf" [X Link](https://x.com/anyuser/status/1349207659149463559) 2021-01-13T04:12Z [----] followers, [---] engagements "Update: Druckemiller reportedly flipped his position in the aftermarket" [X Link](https://x.com/anyuser/status/1860363425416622352) 2024-11-23T16:42Z [----] followers, 35.9K engagements "Tesla: Forging the Future of Transportation one capital raise at a time https://x.com/danhett/status/1132692255809122306/video/1 https://x.com/danhett/status/1132692255809122306/video/1" [X Link](https://x.com/TheBenSchmark/status/1133143008021557248) 2019-05-27T22:48Z [----] followers, [---] engagements "Elongate: the video #TheranosOnWheels https://www.veoh.com/watch/v142103958tzjgSYSk https://www.veoh.com/watch/v142103958tzjgSYSk" [X Link](https://x.com/anyuser/status/1375292808836210693) 2021-03-26T03:45Z [----] followers, [---] engagements "@elonmusk Interesting now pay 30%" [X Link](https://x.com/anyuser/status/1597374676824911872) 2022-11-28T23:39Z [----] followers, [---] engagements "Leon Shaulov on $GOOGL: Right now its an AI loser & trades at a cheap multiple. Our job is to look out 9-12 months if this company cut some costs theyre now an AI winner with a better opex structure growing 20% trading at 24x $9.50-$10 plausible. Thats 70% up from here" [X Link](https://x.com/anyuser/status/1780581555267666054) 2024-04-17T12:58Z [----] followers, 71.4K engagements "@Coyoteblog That's gneiss" [X Link](https://x.com/TheBenSchmark/status/1259994523750608897) 2020-05-11T23:51Z [----] followers, [---] engagements "Mary Cummings @missy_cummings is an actual engineer not a jabroni who just plays one on twitter" [X Link](https://x.com/anyuser/status/1450937891476189189) 2021-10-20T21:32Z [----] followers, [---] engagements "One of the top [--] public company earnings call interactions I can recall. Worth reading in full. Batman appearances and the Four Corners (FCPT) moments were good too. Share any other transcripts of note in the replies" [X Link](https://x.com/anyuser/status/1729475159420285071) 2023-11-28T12:19Z [----] followers, 80K engagements "Hearing Bill Ackman is going to be creating the modern day Biglari Holdings" [X Link](https://x.com/anyuser/status/1891955628739854676) 2025-02-18T20:59Z [----] followers, 38.5K engagements "Stacy Rasgon updates the snapshot on Broadcoms Nvidia moment $AVGO Their ASIC expertise really starts to pay dividends while the importance of AI networking explodes as cluster sizes balloon line of sight to a $10+ EPS if not more Stacy Rasgons overall analysis on Broadcom $AVGO anything but defective. $60-90 bn SAM is just from [--] existing customers. And just look at that FCF chart. AI accelerators indeed. https://t.co/igWEMa9JKC Stacy Rasgons overall analysis on Broadcom $AVGO anything but defective. $60-90 bn SAM is just from [--] existing customers. And just look at that FCF chart. AI" [X Link](https://x.com/anyuser/status/1876276025367416884) 2025-01-06T14:33Z [----] followers, 29.9K engagements "Stacy Rasgons overall analysis on Broadcom $AVGO anything but defective. $60-90 bn SAM is just from [--] existing customers. And just look at that FCF chart. AI accelerators indeed. $AVGO is winning in AI & software and thats not just post-Hock reasoning: ✅ VMWare grew 27% QoQ to $2.7bn ✅ FY24 AI rev guide upped from $10bn to $11bn (will probably be higher IMO). ASIC margins appear strong. ✅ Hock called the bottom of enterprise storage segment $AVGO is winning in AI & software and thats not just post-Hock reasoning: ✅ VMWare grew 27% QoQ to $2.7bn ✅ FY24 AI rev guide upped from $10bn to $11bn" [X Link](https://x.com/anyuser/status/1867558754125775242) 2024-12-13T13:14Z [----] followers, 41.3K engagements "Norways oil consumption has been roughly flattish for years despite significant EV adoption. [----] will be an interesting datapoint too" [X Link](https://x.com/anyuser/status/1462459615879307267) 2021-11-21T16:35Z [----] followers, [---] engagements "@DrunkenAnarchi1 @GadSaad @elonmusk @joerogan @RichardDawkins Yes scientists and researchers often have back and forths in normal course of their profession. A scientist debating a charismatic charlatan and politician is counterproductive to furthering knowledge or arriving closer to the truth" [X Link](https://x.com/anyuser/status/1670238547926810625) 2023-06-18T01:14Z [----] followers, [----] engagements "@rabois @mr_skilling Keith on the call you were repeatedly babbling about gross margin and contribution margin. You yourself have pointed out that gross margin is not a good metric and that free cash flow (severely negative at OpenDoor) is the most important" [X Link](https://x.com/TheBenSchmark/status/1574191790806253570) 2022-09-26T00:19Z [----] followers, [---] engagements "Some slides from A.M. (Toni) Sacconaghis farewell call. On superior earnings growth in tech and deserved premium the elements of multi-baggers (valuation matters) and characteristics of great tech investments (eg. TAM expansion) $AVGO" [X Link](https://x.com/anyuser/status/1882099438770139196) 2025-01-22T16:14Z [----] followers, 19.1K engagements "High on your own supplier" [X Link](https://x.com/TheBenSchmark/status/1056045518424551424) 2018-10-27T04:50Z [----] followers, [---] engagements "Looks like the China trade has teppered off" [X Link](https://x.com/anyuser/status/1862144156535067036) 2024-11-28T14:38Z [----] followers, 31K engagements "Since the Roger Federer speech is making the rounds time to revisit @mjmauboussin skill-luck continuum & the inputs that go in. Tennis is notably on the other end of the continuum than investing: a game of small skill edges translating like clockwork to large outcome changes @JerryCap @VAntonFreeman Of course there will be *some* luck in any investment track record. As there is in many activities and sports. The question is can it be be disentangled from skill. And the short answer over significant time period and number of bets is yes. H/T @mjmauboussin https://t.co/NV0hnnz0qc @JerryCap" [X Link](https://x.com/anyuser/status/1802704837768819068) 2024-06-17T14:08Z [----] followers, 44.6K engagements "@JerryCap @VAntonFreeman Of course there will be *some* luck in any investment track record. As there is in many activities and sports. The question is can it be be disentangled from skill. And the short answer over significant time period and number of bets is yes. H/T @mjmauboussin" [X Link](https://x.com/anyuser/status/1681702839259652096) 2023-07-19T16:29Z [----] followers, 44.5K engagements "Is Chapter [--] frequency measured in hertz" [X Link](https://x.com/TheBenSchmark/status/1264196727407550464) 2020-05-23T14:09Z [----] followers, [---] engagements "When the drugs change I change my mind. What do you do sir Elon Musk" [X Link](https://x.com/anyuser/status/1105079402646376450) 2019-03-11T12:13Z [----] followers, [---] engagements "@typesfast Lol k. Looks like incontrovertible proof that seed oil consumption leads to amazing health. Haunting indeed https://www.gettyimages.com/detail/news-photo/the-mcdonalds-crew-with-ronald-mcdonald-at-the-launch-of-news-photo/1040366 https://www.chicagotribune.com/news/ct-xpm-1990-07-24-9003020215-story.html https://www.gettyimages.com/detail/news-photo/the-mcdonalds-crew-with-ronald-mcdonald-at-the-launch-of-news-photo/1040366 https://www.chicagotribune.com/news/ct-xpm-1990-07-24-9003020215-story.html" [X Link](https://x.com/anyuser/status/1536418422086565889) 2022-06-13T18:41Z [----] followers, [---] engagements "@DanielSLoeb1 No idea" [X Link](https://x.com/TheBenSchmark/status/1595231890499305474) 2022-11-23T01:44Z [----] followers, [---] engagements "ROIC by Industry from McKinsey. Most industries are mediocre. Some industries skewed by denominator effects on invested capital Eg defense" [X Link](https://x.com/TheBenSchmark/status/1275569669471117313) 2020-06-23T23:21Z [----] followers, [---] engagements "Evergreen $FB $GOOG" [X Link](https://x.com/anyuser/status/1387527927957528580) 2021-04-28T22:03Z [----] followers, [---] engagements "@RayDalio Ray in the spirit of radical transparency why does Bridgewater own Daqo Energy $DQ which the US government has added to its entity list for human rights violations and the use of Uyghur forced labor https://www.federalregister.gov/documents/2021/06/24/2021-13395/addition-of-certain-entities-to-the-entity-list https://www.federalregister.gov/documents/2021/06/24/2021-13395/addition-of-certain-entities-to-the-entity-list" [X Link](https://x.com/anyuser/status/1467596852988375040) 2021-12-05T20:48Z [----] followers, [---] engagements "@kevinnbass https://x.com/thebenschmark/status/1507049451919228928 https://t.co/DdD3Mhr0kw https://x.com/thebenschmark/status/1507049451919228928 https://t.co/DdD3Mhr0kw" [X Link](https://x.com/TheBenSchmark/status/1507054834859581444) 2022-03-24T18:00Z [----] followers, [--] engagements "Love that COMP has the highest SBC" [X Link](https://x.com/TheBenSchmark/status/1528121302673985536) 2022-05-21T21:11Z [----] followers, [---] engagements "Whats going on with Tesla used car prices 🚗🍋📉 $TSLA" [X Link](https://x.com/anyuser/status/1100330266030166019) 2019-02-26T09:42Z [----] followers, [---] engagements "When they choose not to allocate to Bitcoin that is a deeply political choice and we need to be pushing back against them Thiel said. Lol so ultralibertarian is butthurt about people choosing things Smells like freedom to me https://fortune.com/2022/04/07/peter-thiel-bitcoin-warren-buffett-jamie-dimon-larry-fink/ https://fortune.com/2022/04/07/peter-thiel-bitcoin-warren-buffett-jamie-dimon-larry-fink/" [X Link](https://x.com/TheBenSchmark/status/1512421631775412230) 2022-04-08T13:26Z [----] followers, [---] engagements "The S&P500 is up 42% and Nasdaq up 64% since Stan Druckenmiller warned of a decade-long flat market 😬" [X Link](https://x.com/anyuser/status/1815019216526877023) 2024-07-21T13:41Z [----] followers, 20.2K engagements "Early investor in Uber You can tell how good a product is by how easy it is to cancel your subscription or return it. You can tell how good a product is by how easy it is to cancel your subscription or return it" [X Link](https://x.com/anyuser/status/1914398285898404310) 2025-04-21T19:18Z [----] followers, 17K engagements "You can tell how good a product is by how easy it is to cancel your subscription or return it" [X Link](https://x.com/anyuser/status/1097714538223263744) 2019-02-19T04:28Z 1.1M followers, [----] engagements "Worst Fintwit accounts [--] @Keubiko [--] @NoonSixCap [--] @cablecarcapital [--] @ShitFund [--] @valueterminal [--] @NickatFP [--] @hackcelerity [--] @SuperMugatu [--] @Upper20sStCap [--] @mr_skilling [--] @LongShortTrader [--] @John_Hempton [--] @PlanMaestro [--] @DeadLiftCapital [--] @goodetrades [--] @MidwestHedgie" [X Link](https://x.com/anyuser/status/1419784747933474823) 2021-07-26T22:20Z [----] followers, [---] engagements "Canada Goose will always be down. Think about it" [X Link](https://x.com/TheBenSchmark/status/1860540057477582935) 2024-11-24T04:24Z [----] followers, 20.4K engagements "Is the CCP a hedge fund Because it is engaging in some serious ladder attacks" [X Link](https://x.com/anyuser/status/1422399368297164802) 2021-08-03T03:30Z [----] followers, [---] engagements "How it started; how its going" [X Link](https://x.com/TheBenSchmark/status/1542596850636804097) 2022-06-30T19:52Z [----] followers, [---] engagements "How it started; how its going $SHOP edition" [X Link](https://x.com/TheBenSchmark/status/1513495190052425735) 2022-04-11T12:32Z [----] followers, [---] engagements "Good time to remember that Elon Musk once suggested that a sniper from ULA may have caused one of his rockets to explode into a fireball 🚀 🔥 https://www.washingtonpost.com/business/economy/implication-of-sabotage-adds-intrigue-to-spacex-investigation/2016/09/30/5bb60514-874c-11e6-a3ef-f35afb41797f_story.html https://www.washingtonpost.com/business/economy/implication-of-sabotage-adds-intrigue-to-spacex-investigation/2016/09/30/5bb60514-874c-11e6-a3ef-f35afb41797f_story.html" [X Link](https://x.com/anyuser/status/1384352511545446405) 2021-04-20T03:45Z [----] followers, [---] engagements "@JasonTuatara @RichardKeppler1 @elonmusk Panic about the quality of a tent-built car is dumb" [X Link](https://x.com/TheBenSchmark/status/1256787194511065089) 2020-05-03T03:26Z [----] followers, [--] engagements "Bloomberg terminal: The great user interface of Interactive Brokers but at the attractive price of Louis Vuitton" [X Link](https://x.com/TheBenSchmark/status/1423289553389903874) 2021-08-05T14:27Z [----] followers, [--] engagements ""Bond market pricing in recession; equity market pricing in AI." Goldman Sachs" [X Link](https://x.com/anyuser/status/1648059478296743955) 2023-04-17T20:22Z [----] followers, 18.5K engagements "Evercore on the technological and economic need for custom AI chips. Estimates a $30-$50bn market. Broadcom $AVGO leader. We model AI (custom accelerators and networking) to account for 26% of AVGOs revenues by Q1 [----] By when will the Llama models be trained on your own custom silicon Zuckerberg: Soonnow able to use more expensive $NVDA GPUs only for training First inference then training. Broadcom $AVGO sells custom silicon to $META & $GOOGL. On the board Tan is hocking his wares https://t.co/zjcZJMGJiu By when will the Llama models be trained on your own custom silicon Zuckerberg: Soonnow" [X Link](https://x.com/anyuser/status/1840745525773033761) 2024-09-30T13:28Z [----] followers, 21.3K engagements "By when will the Llama models be trained on your own custom silicon Zuckerberg: Soonnow able to use more expensive $NVDA GPUs only for training First inference then training. Broadcom $AVGO sells custom silicon to $META & $GOOGL. On the board Tan is hocking his wares" [X Link](https://x.com/anyuser/status/1781787978232107365) 2024-04-20T20:52Z [----] followers, 37.8K engagements "Bernstein: while Gen AI is going to have a meaningful on the industry we do not believe the level of expectations are in fact correct Software vendors are starting to use alternative chips especially for inferencing $AVGO" [X Link](https://x.com/anyuser/status/1807846259954225424) 2024-07-01T18:38Z [----] followers, 20.7K engagements "Organic farming is sustainable. It sustains poverty and malnutrition. C. S. Prakash Professor Plant Molecular Genetics @AgBioWorld" [X Link](https://x.com/TheBenSchmark/status/1167476149913604097) 2019-08-30T16:36Z [----] followers, [---] engagements "Stacy Rasgon at Bernstein thinks $AVGO purchase of INTC product segment could have 20% accretion. And thats while keeping GM flat although there are reasons to think they could inflect up. Who knows if this deal gets done but Hock can make it work" [X Link](https://x.com/anyuser/status/1891949833147003212) 2025-02-18T20:36Z [----] followers, 13.4K engagements "$TSLA suppliers at what point does the creditworthiness of your customer and potential inability to raise capital matter Is demanding cash-on-delivery (COD) prudent practice by your CFO" [X Link](https://x.com/anyuser/status/1008143476796649477) 2018-06-17T00:25Z [----] followers, [---] engagements "Gentleman & pun-artist @ElonBachman has been nuked ostensibly for a tweet crediting @elonmusk His work on compiling a record of global $TSLA fatalities draws the ire of transparency foes. If you have esteem for the truth & transparency please RT 🚨🚨 http://www.tesladeaths.com http://www.tesladeaths.com" [X Link](https://x.com/anyuser/status/1140234863532003329) 2019-06-16T12:29Z [----] followers, [---] engagements "WorldCom: one of a number of companies that had real products (literally helped build the internet) but was a massive fraud. Addresses my but Im using the product so its not a fraud pet peeve. A stock chart that might look familiar today H/T @InvestorAmnesia @WallStCynic" [X Link](https://x.com/anyuser/status/1331241422620684292) 2020-11-24T14:21Z [----] followers, [---] engagements "Munger and Buffett would be so proud" [X Link](https://x.com/anyuser/status/1950555253771780240) 2025-07-30T13:53Z [----] followers, 11.1K engagements "Never ignore a company giving out free eggs to shareholders $VITL" [X Link](https://x.com/TheBenSchmark/status/1788685733479206997) 2024-05-09T21:41Z [----] followers, 35.4K engagements "The Gregory Zuckerman book kiss of death. 2009: John Paulson 2013: Frackers and shale 2019: Rentech and quants 😬😬😬" [X Link](https://x.com/anyuser/status/1289985979512750081) 2020-08-02T18:06Z [----] followers, [---] engagements "True synergy would be Apple buying Nautilus for just $170m and adding the iPads" [X Link](https://x.com/anyuser/status/1491203141886709760) 2022-02-09T00:11Z [----] followers, [--] engagements "What a week for grifters Imagine the FOMO that Elizabeth Holmes Martin Shkreli Robert Sillerman and @mr_skilling must have had" [X Link](https://x.com/anyuser/status/1356633911086956545) 2021-02-02T16:01Z [----] followers, [--] engagements "Holy smokes a company invoking the passing of the Pope in headwinds to the quarter #Blessed" [X Link](https://x.com/TheBenSchmark/status/1930251638108799441) 2025-06-04T13:13Z [----] followers, 16.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheBenSchmark JabroniCoin.USD
JabroniCoin.USD posts on X about $zm, anthropic, ai, in the the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] -79%
- [--] Month [---------] +283%
- [--] Months [---------] +1,177%
- [--] Year [---------] +177%
Mentions: [--] #
- [--] Week [---] -11%
- [--] Month [---] +51%
- [--] Months [---] +216%
- [--] Year [---] +14%
Followers: [---------] #
- [--] Week [-----] +2.60%
- [--] Month [-----] +9.40%
- [--] Months [-----] +24%
- [--] Year [-----] +29%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 51.93% finance 32.19% technology brands 28.33% automotive brands 3.86% celebrities 3.86% countries 2.15% travel destinations 1.29% financial services 1.29% cryptocurrencies 1.29% exchanges 0.86%
Social topic influence $zm #5, anthropic #1597, ai 16.74%, in the 9.44%, $cold #34, $line #2, ipo #250, $cenx #3, company 5.15%, $avgo 4.29%
Top accounts mentioned or mentioned by @elonmusk @citrini7 @sonecrockett @ltmleverage @tsxman @_seandavid @coatuemgmt @jerrycap @recoverytrade @waterworldcapi1 @acapitallp @mrskilling @kerrisdalecap @thebenschmark @rwang07 @johnhempton @divestech @cathiedwood @rdd147 @davidfaber
Top assets mentioned Zoom Video Communications Inc (ZM) Americold Realty Trust, Inc. (COLD) Lineage, Inc. (LINE) Century Aluminum Co (CENX) Broadcom, Inc. (AVGO) ACM Research, Inc. Class A Common Stock (ACMR) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Skrumble (SKM) EQT, Corp. (EQT) Metadium (META) CarMax, Inc (KMX) CompoSecure, Inc. (CMPO) Zillow Group, Inc. Class C Capital Stock (Z) Zillow Group, Inc. (ZG) Alcoa, Corp. (AA) Clearwater Analytics Holdings, Inc. (CWAN) PayPal Holdings Inc (PYPL) DuPont de Nemours Inc (DD)
Top Social Posts
Top posts by engagements in the last [--] hours
"From Evercore early Jan tour. $ZM is an AI-winner in the enterprise even without the Anthropic stake RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake https://t.co/YVsM9OKYEb RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management"
X Link 2026-02-11T13:53Z [----] followers, [----] engagements
"In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles"
X Link 2026-01-25T00:07Z [----] followers, 570.6K engagements
"Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise as it potentially pursues an IPO This was the first analyst on the street to dimension Anthropic. More to come. When does Cathie Wood come back in $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a"
X Link 2026-01-27T16:26Z [----] followers, 13.6K engagements
"Gallium is getting national strategic interest. $CENX has the bones. US government already involved and could buy a stake. Aluminum datacenter power now gallium While aluminum is already a critical mineral eligible for domestic Sec 45X credits producers with bauxite &alumina refining can produce Gallium a now hyped strategic critical mineral. Another lever of optionality $CENX hasnt talked about yet but Alcoa has https://t.co/iUvWfAAo3c While aluminum is already a critical mineral eligible for domestic Sec 45X credits producers with bauxite &alumina refining can produce Gallium a now hyped"
X Link 2026-02-09T16:50Z [----] followers, [----] engagements
"Anthropic might be the first $10 trillion company. Your margin is its opportunity. $ZM Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg Our run-rate revenue is $14 billion and has grown over 10x in each of the past [--] years. This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. Read more: https://t.co/aMRyOkFFSg"
X Link 2026-02-12T19:13Z [----] followers, [----] engagements
"CarMid $KMX continues its drive from great to good (maybe even less than good now). How much is an economically sensitive share loser with finco juiced earnings worth Given where $LAD & $ABG trade maybe 10x 2yr forward earnings would make it interesting as a long Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more management misdirection etc Still sports an inappropriately high multiple that ought to come down IMHO Carmax $KMX is a recent example of great-to-good More competition less white"
X Link 2025-12-18T14:28Z [----] followers, [----] engagements
"$ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in"
X Link 2026-01-26T17:32Z [----] followers, 479.9K engagements
"Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Markets repriced fast https://t.co/721K9R0UPu Markets repriced fast https://t.co/721K9R0UPu"
X Link 2026-02-09T16:16Z [----] followers, 22.6K engagements
"Bernstein on China Semicap: WFE demand exploding investors should reload on China Semicap now WFE demand revised up localization in DRAM/Mature node increasing significantly intense rivalry in customers self-reinforcing cycle Only US listed play on this: $ACMR DigiTimes: ACM Research is consistently penetrating the High Bandwidth Memory (HBM) and advanced packaging equipment market Reports indicate ACM's tools are entering verification and testing with several international customers $ACMR with a $4bn global revenue target https://t.co/MJwshucOyN DigiTimes: ACM Research is consistently"
X Link 2026-02-12T15:18Z [----] followers, 13.7K engagements
"$ACMR: Domestic substitution $CENX: Alu demand up supply power-constrained + DC $ZM: My top anthro-pick @KerrisdaleCap @TheBenSchmark https://t.co/1dPVTbbNli @KerrisdaleCap @TheBenSchmark https://t.co/1dPVTbbNli"
X Link 2026-02-12T17:06Z [----] followers, [----] engagements
"The broadening out of the capex trade to benefit capital equipment especially in memory. AMAT in the US & $ACMR - the only US listed way to play Chinas ramping semi industry. AI trade has gotten more exciting than just long a handful of names & theres alpha in dispersion Our Dynamic AI basket - an actively managed strategy weve published for [--] years - is at all time highs & up 30% YTD. The top [--] contributors make up most of that. While weve shared every move & thesis with our subscribers a quick breakdown of the sub-themes weve been https://t.co/7taOU7x3fn Our Dynamic AI basket - an actively"
X Link 2026-02-13T17:24Z [----] followers, [----] engagements
"Todd Combs: Michael Lewis is literally one of five smartest people Ive ever met in my life 😬"
X Link 2023-10-19T15:41Z [----] followers, 57.1K engagements
"The CompoSecure warrants $CMPOW remind me of the $ASTS & $VRT warrants Sure $CMPO beat and raised & is cheap. But this thin-float high-insider stock is David Cotes new value-creation vehicle after $VRT. With $HOOD Gold card & $COIN One card wins lets see if they can pull off Aruclus authentication win with Chase/Amex or one large M&A deal https://t.co/pYoVmnxX6g Sure $CMPO beat and raised & is cheap. But this thin-float high-insider stock is David Cotes new value-creation vehicle after $VRT. With $HOOD Gold card & $COIN One card wins lets see if they can pull off Aruclus authentication win"
X Link 2025-08-08T15:08Z [----] followers, [----] engagements
"@oknotsomuch Ah I see youre buying the warrants to express a stronger view with non-recourse leverage. Well played. $CMPOW"
X Link 2025-08-11T14:16Z [----] followers, [--] engagements
"@Citrini7 @rwang07 True but 1) the Chinese sovereign semiconductor imperative also extends to mature nodes 2) $ACMR has enough exposure to memory & foundry thats increasing capex (SMIC Hua Hong YM Hynix) 3) the valuation is absurdly low FT: Chip wars in full effect. The potential demand for Chinese chips is going to be huge Take a look at $ACMR top customers https://t.co/fsfGjtNdWY FT: Chip wars in full effect. The potential demand for Chinese chips is going to be huge Take a look at $ACMR top customers https://t.co/fsfGjtNdWY"
X Link 2025-08-26T17:25Z [----] followers, [---] engagements
"Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding https://t.co/kZgtrDFBzO Zillow $Z long on VIC. Outlines multiple reasons to own besides just a bet on Existing Home Sales rebounding https://t.co/kZgtrDFBzO"
X Link 2025-09-17T19:22Z [----] followers, [----] engagements
"Bernstein on Zillow-talk needed on earnings $ZG Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG https://t.co/JtQiy6IqM8 Bernstein upgrades Zillow with $108 base target and $133 if housing also normalizes. $Z $ZG https://t.co/JtQiy6IqM8"
X Link 2025-10-27T15:45Z [----] followers, [----] engagements
"Not sure why folks would want to pay much for Americolds $COLD older and less automated facilities when there is significant oversupply of higher quality assets as their pricing comes down and hasnt found a floor 🤷♂ @evan_lorenz @taobanker $COLD facilities are older shorter & less automated than industry & $LINE and in need of significant maintainence capex. As you pointed out growth capex highly suspect. Large delta betw physical & economic occupancy & deteriorating quality of earnings. See other posts. https://t.co/AqI31H7Dn7 @evan_lorenz @taobanker $COLD facilities are older shorter &"
X Link 2025-12-10T15:14Z [----] followers, [----] engagements
"If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face increasing headwinds to revenue & cost in the form of GLP-1 drugs & AI mediated power costs. Bernstein notes sharp increase in [----] GLP uptake & PJM capacity auction hit price cap again Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side) https://t.co/yknfOJCzke Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side) https://t.co/yknfOJCzke"
X Link 2025-12-18T15:14Z [----] followers, [----] engagements
"Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for $COLD & $LINE Notes that older-vintage assets (like $COLD) need to come out MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. https://t.co/gC48uFPIxR MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they"
X Link 2025-12-18T17:10Z [----] followers, [----] engagements
"Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in [----] At least [---] billion pounds of new frozen potato product processing capacity between Oct [----] & Dec [----]. 8% expansion in [--] months. New supply contract renewals & China demand. 🥔 $LW CC:@John_Hempton https://t.co/4voVvvyNmy At least [---] billion pounds of new frozen potato product processing capacity between Oct [----] & Dec [----]. 8% expansion in [--] months. New supply contract renewals & China demand. 🥔 $LW CC:@John_Hempton"
X Link 2025-12-19T17:02Z [----] followers, [----] engagements
"Its been almost another year now. Has AI led to even a 5% total revenue decline at any publicly traded companies What are [--] publicly-listed companies where [----] revenues will decline more than 15% because of AI (substitution or deflation) (Besides Chegg) Arent call-centers OTAs stock photos language learning supposed to be the lowest hanging fruit What are [--] publicly-listed companies where [----] revenues will decline more than 15% because of AI (substitution or deflation) (Besides Chegg) Arent call-centers OTAs stock photos language learning supposed to be the lowest hanging fruit"
X Link 2026-01-10T15:24Z [----] followers, 15.1K engagements
"Kudos to @Citrini7 for adding long $ACMR to top trades for [----]. Simplifies the thesis: who can the Chinese fabs buy from Get long localization. Dont fully agree that they dont need to compete on performance (see non-Chinese customers like Hynix) but debatable @Citrini7 @rwang07 Yes $ACMR. ACM Research is US-listed Delaware incorporated and is the dominant Chinese cleaning semicap that is already growing fast and really cheap. @Citrini7 @rwang07 Yes $ACMR. ACM Research is US-listed Delaware incorporated and is the dominant Chinese cleaning semicap that is already growing fast and really cheap"
X Link 2026-01-14T14:25Z [----] followers, 43.1K engagements
"Would like to find new levered shorts like $LINE & $COLD that face headwinds from ✅ Oversupply ✅ Tariffs ✅ GLP-1 adoption increase ✅ AI/datacenter power ✅ (Food price) inflation ✅ Customers getting more efficient DMs open If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face increasing headwinds to revenue & cost in the form of GLP-1 drugs & AI mediated power costs. Bernstein notes sharp increase in [----] GLP uptake & PJM capacity auction hit price cap again https://t.co/44WFOBlcKO If industry oversupply wasnt enough cold storage REITs $COLD & $LINE face increasing"
X Link 2026-01-20T00:05Z [----] followers, [----] engagements
"Alcoa $AA shouldve acquired $CENX a while ago and created a Section 45x and Sec [---] cost advantaged American aluminum behemoth Lets see if they still want to and what premium they would need to pay for the Hawesville power asset After deeming aluminum to be a critical mineral for 45X cash rebates the DOE has effectively anointed Century Aluminum $CENX as a strategic cost-advantaged asset. When does Alcoa or Glencore consolidate the largest US aluminum producer https://t.co/l68F0piLNo After deeming aluminum to be a critical mineral for 45X cash rebates the DOE has effectively anointed Century"
X Link 2026-01-20T16:01Z [----] followers, [----] engagements
"Deathcab for $EQT BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days. https://t.co/cJCyRUk4CO BREAKING: Natural gas prices rise another +25% and post their largest 2-day gain in history as an arctic blast sweeps across the US. Natural gas prices are now up +60% in [--] days. https://t.co/cJCyRUk4CO"
X Link 2026-01-21T15:49Z [----] followers, [----] engagements
"$EQT : Heating LNG export & direct datacenter power EQT is the new Cabot BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon to $7.20/gallon in [--] trading days. Commodities https://t.co/74m6VyK1rN BREAKING: US natural gas prices extend gains to +40% on the day now on track for one of the largest daily gains in history. Natural gas prices are now up +240% since January 16th. That's like gas prices rising from $3.00/gallon"
X Link 2026-01-26T18:35Z [----] followers, [----] engagements
"Cathie Woods Ark had a $1500 Monte Carlo model [----] price target for $ZM. And it was conservative because it explicitly excluded the AI upside. The Anthropic AI upside is now here. What is the updated price target Zoom out and dont mis-anthropic @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in"
X Link 2026-01-28T19:26Z [----] followers, [----] engagements
"$CENX has more US production and more geared to US prices Aluminum more expensive in the USA now due to tariffs $AA https://t.co/38cSIXxFMQ Aluminum more expensive in the USA now due to tariffs $AA https://t.co/38cSIXxFMQ"
X Link 2026-01-29T12:53Z [----] followers, [----] engagements
"$EQT "There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site' the group Global Energy Monitor finds." https://t.co/4UWrH2tqD2 "There's a wild finding in a new report on gas-fired power: over one-third of the U.S. capacity in development is 'slated to directly power data centers on-site' the group Global Energy Monitor finds." https://t.co/4UWrH2tqD2"
X Link 2026-01-29T22:43Z [----] followers, [----] engagements
"A few of $KMX diamond-hands are finally starting to sell. Kudos to Giverny for acknowledging the issues. A great-to-good that might actually be transitioning to not good. Still bearish. Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more management misdirection etc Still sports an inappropriately high multiple that ought to come down IMHO Carmax $KMX is a recent example of great-to-good More competition less white space market share loss lower quality finco earnings more capex needs more"
X Link 2026-01-30T18:01Z [----] followers, [----] engagements
"Claude have mercy $ZM AI can capture much larger markets than traditional software. https://t.co/ws49uE06X2 AI can capture much larger markets than traditional software. https://t.co/ws49uE06X2"
X Link 2026-01-30T19:26Z [----] followers, [----] engagements
"Long $ZM Short Softbank/Oracle/Microsoft What is the best publics expression of long Anthropic short OAI What is the best publics expression of long Anthropic short OAI"
X Link 2026-01-31T17:20Z [----] followers, [----] engagements
"$ZM has a place in every software portfolio in the current zeitgeist. A trade and a hedge. Anthropic investment and integration makes it an AI Winner Already high margins Cheap on FCF & earnings Buying back stock & shrinking share count [----] organic re-acceleration Wow https://t.co/peiB522fSD Wow https://t.co/peiB522fSD"
X Link 2026-02-01T14:45Z [----] followers, 10.1K engagements
"@stockgutter Its unclear if youre buying Anthropic and getting Zoom for free or buying Zoom and getting Anthropic for free. Time will tell $ZM $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since [--]. AI winner. wen Anthropic IPO https://t.co/0X2ZzzrlYv $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may"
X Link 2026-02-01T16:37Z [----] followers, [----] engagements
"There will be ramps and drops but Anthropic business use is RAMPING now. Zoom in $ZM there's a really messy discourse right now about openai vs anthropic in enterprise and i just want everyone to remember that Ramp has the most granular credible business spend data out there https://t.co/iVCVdXYWWa there's a really messy discourse right now about openai vs anthropic in enterprise and i just want everyone to remember that Ramp has the most granular credible business spend data out there https://t.co/iVCVdXYWWa"
X Link 2026-02-02T14:24Z [----] followers, [----] engagements
"RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake $ZM has a place in every software portfolio in the current zeitgeist. A trade and a hedge. Anthropic investment and integration makes it an AI Winner Already high margins Cheap on FCF & earnings Buying back stock & shrinking share count [----] organic re-acceleration $ZM has a place in every software portfolio in the current"
X Link 2026-02-02T16:09Z [----] followers, [----] engagements
"$ZM We arent talking enough just how much AI in coding has accelerated in the last month alone. https://t.co/4I22viJOl5 We arent talking enough just how much AI in coding has accelerated in the last month alone. https://t.co/4I22viJOl5"
X Link 2026-02-03T15:00Z [----] followers, [----] engagements
"$EGHT ripping up 28% on AI-enabled voice/communications revenues. Zooms AI-enabled traction also picking up. Channel commentary strong. $ZM earnings call will be fun: AI re-acceleration questions on Anthropic ownership lower share-count. Could be quite the vol event RBC highlights $ZM as insulated from AI narrative with idiosyncratic elements. Forgets one big thing Infrastructure barrier to entry re-acceleration from enterprise AI upside from data & system of management strategic M&A cheap on FCF Forgets growing Anthropic stake https://t.co/YVsM9OKYEb RBC highlights $ZM as insulated from AI"
X Link 2026-02-03T22:43Z [----] followers, [----] engagements
"Everyones talking about Anthropic risk. But nobodys talking about Anthropic reward. Uncle Jamal on $ZM @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv @DivesTech at Wedbush highlighting $ZM AI strategy led growth signficant Anthropic ownership and low valuation. When does @CathieDWood get back in Perhaps she wasnt wrong just early https://t.co/0rnk04xomv"
X Link 2026-02-04T14:05Z [----] followers, [----] engagements
"Meta or Cisco should buy $ZM ZoomAIZoom Spaces60fpsCisco https://t.co/8S04BDYz0x Zoom AI Companion3.0AIAIAIZoom Spaces Zoom $ZM https://t.co/IbKTqCZABa ZoomAIZoom Spaces60fpsCisco https://t.co/8S04BDYz0x Zoom AI Companion3.0AIAIAIZoom Spaces Zoom $ZM https://t.co/IbKTqCZABa"
X Link 2026-02-04T15:00Z [----] followers, [----] engagements
"DRAM and US Aluminum look similar $MU $CENX"
X Link 2026-02-04T16:35Z [----] followers, [----] engagements
"The market is starting to figure out $ZM is different. An actual AI-winner owns a chunk of Anthropic thats actually cheap on FCF and re-accelerating with its own AI tools and vast trove of unstructured data Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes against two giga-competitors that each offer FREE alternatives to its product. It is also the ONLY player that is green. Gives one optimism for incumbents battling against new AI https://t.co/IDBJeCyiNM Incumbency dies gradually not rapidly. Look at this list of SaaS companies: Only one competes"
X Link 2026-02-05T04:49Z [----] followers, [----] engagements
"Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could rise as it potentially pursues an IPO This was the first analyst on the street to dimension Anthropic. More to come. When does Cathie Wood come back in https://t.co/ExAHKWhzid Baird on $ZM Anthropic asset: $2-$4 bn value literally invested in Anthropics Claude success value could"
X Link 2026-02-05T13:54Z [----] followers, 15.1K engagements
"@_SeanDavid Wolfe dimensioned $ZM Anthropic value upto $3.2bn at current marks and upside on road to IPO. Pretty bullish on Voice AI too Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in 2024"
X Link 2026-02-05T14:56Z [----] followers, [---] engagements
"Is there anyone who thinks Anthropic wont be a $2+ trillion company as it expands to other industries and extends reach from enterprise to consumer I want as much exposure to Anthopic as I can $ZM HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI tool that caused: $285 billion wiped out across software finance and asset management stocks 6% drop in Goldman's software basket (biggest since https://t.co/YJbUjqCvkX HOLY SHIT Anthropic Just Triggered a $285B Market Crash 😳 Bloomberg just reported that Anthropic released a new AI"
X Link 2026-02-05T15:13Z [----] followers, [----] engagements
"WSJ exclusive: @Citrini7 was right. The indices will eat SpaceX and Anthropic. We are all going to own them at much higher prices. I would rather own Anthropic at a much lower valuation $ZM Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic NOW before it raises at higher rounds and IPOs. TINA. https://t.co/eC5Au0sPtv Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but"
X Link 2026-02-05T15:54Z [----] followers, [----] engagements
"$ZM Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x Introducing Claude Opus [---]. Our smartest model got an upgrade. Opus [---] plans more carefully sustains agentic tasks for longer operates reliably in massive codebases and catches its own mistakes. Its also our first Opus-class model with 1M token context in beta. https://t.co/L1iQyRgT9x"
X Link 2026-02-05T17:51Z [----] followers, [---] engagements
"Zoom has the a treasure of internal and external unstructured data of enterprises (the contents of every call and meeting)- immensely valuable with AI & agents that can handle it. $ZM partnered with Anthropic & owns the equity in Anthropic. Legit AI-winner & Anthropic-winner. AI Companion is your one-stop shop for getting work done including your quarterly review. ☑ From meeting follow-ups to instant checklists AI Companion keeps everything moving so you can flow seamlessly from one task to the next. Write your own AI Companion Prompt 👉 https://t.co/Jm9K6yozSH AI Companion is your one-stop"
X Link 2026-02-05T18:17Z [----] followers, [---] engagements
"Great piece from SemiAnalysis: Anthropic is adding more revenue every month than OpenAI The magic of Claude Code is it Just Works I dont own enough $ZM (and if this piece is right too much MSFT) CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP CLAUDE CODE ARTICLE NOW AT SEMIANALYSIS https://t.co/EtaCZWaMqP"
X Link 2026-02-05T19:12Z [----] followers, 21.4K engagements
"$ZM @TBU12345678 the world needs to see this chart bro https://t.co/CDYwcsU5Y3 @TBU12345678 the world needs to see this chart bro https://t.co/CDYwcsU5Y3"
X Link 2026-02-05T19:15Z [----] followers, [----] engagements
"@sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the"
X Link 2026-02-05T19:17Z [----] followers, [----] engagements
"Dario from Anthropic on an agentic AI world creating a permanent underclass. One way to avoid it is to fill gaps. Another is to simply own some Anthropic. All gaps get filled $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe"
X Link 2026-02-05T20:10Z [----] followers, [----] engagements
"Folks are zooming in and wont miss-anthropic $ZM Flirting with becoming a Zoom bull $ZM Flirting with becoming a Zoom bull $ZM"
X Link 2026-02-06T13:30Z [----] followers, [----] engagements
"@negligible_cap SKM is fine but I prefer to zoom out and look at the big picture $ZM. Zoom also owns other valuable assets like Perplexity. @sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers @sonecrockett The $ZM core business is accelerating benefits from AI and the stock is cheap and liquid. Also think its a strategic takeout candidate with a number of potential buyers"
X Link 2026-02-06T15:11Z [----] followers, [---] engagements
"Citrini has a nose for inexorable themes: he can zoom in and zoom out $ZM Anthropic number go up Cheap on FCF & buying back stock AI tool integration accelerating access to so much valuable unstructured data Strategic takeout value for many (Meta Salesforce Cisco) @CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work on it today. A less speculative company than I would have thought. The risk is it gets Paypal-ed by MSFT but it's been surprisingly resistant to that @CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work"
X Link 2026-02-06T15:18Z [----] followers, 15.1K engagements
"Anthropic is one of the only private companies that trades at a premium to its last round (for good reason). Marked on $ZM balance sheet at a much lower value & will be marked up again. But really we should be valuing it on the future value. $2T https://forgeglobal.com/anthropic_stock/ Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic NOW before it raises at higher rounds and IPOs. TINA. https://t.co/eC5Au0sPtv"
X Link 2026-02-06T15:31Z [----] followers, [----] engagements
"Aluminum Midwest Premium chart still looks like DRAM. $CENX realizations for Q4 [----] and [----] means numbers need to go up for a while. If only they get a $WULF multiple for their new datacenter asset 🤷♂ Timna first-take estimate is $500-$550m of value added at $CENX by new AI datacenter. Doesnt add $4 to $61 PT ($65) yet awaiting details. I think it will end up being more. https://t.co/MG1Tif7Qro Timna first-take estimate is $500-$550m of value added at $CENX by new AI datacenter. Doesnt add $4 to $61 PT ($65) yet awaiting details. I think it will end up being more. https://t.co/MG1Tif7Qro"
X Link 2026-02-06T15:38Z [----] followers, [----] engagements
"After Sonnet [--] every finance bro and tech bro is going to want to own some Anthropic. After the Super Bowl ad retail degens and WSB will want to Zoom zoom zoom $ZM Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl Interesting that Anthropic led with Opus [---] when the rumors were Sonnet [---] If history is of any guide. They baited OAI into the Codex [---] release and saving Sonnet [---] for broader release soon - maybe Super Bowl"
X Link 2026-02-06T16:15Z [----] followers, [----] engagements
"The sell side is slowly coming around on $ZM. The buyside might be soon too Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL"
X Link 2026-02-06T16:24Z [----] followers, [----] engagements
"Re-upping this in light of $CENX building the first new American aluminum smelter since [----]. When will the US government invest in the equity Which entity will make the next capital injection into Century Aluminum $CENX Which entity will make the next capital injection into Century Aluminum $CENX"
X Link 2026-02-06T17:33Z [----] followers, [----] engagements
"@JerryCap Very bearish HOOD"
X Link 2026-02-06T18:29Z [----] followers, [---] engagements
"Is this a $ZM batsignal 🦇 👀 Super Bowl ad could be a big vol event And of course the earnings call this month where they mark up Anthropic stake and talk about it someone must be eating a bat somewhere as we speak $ZM https://t.co/wQXIaoSFod someone must be eating a bat somewhere as we speak $ZM https://t.co/wQXIaoSFod"
X Link 2026-02-06T19:32Z [----] followers, [----] engagements
"How many analysts & PMs are going to subscribe to paid versions of Anthropic Claude this weekend How many will ask which US publicly traded company has the highest ownership of Anthropic as a % of EV and get wrong answers without re-prompting Correct answer: Zoom $ZM Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of dislocating or disrupting' yields some fascinating results and was in our view a fruitful source of hedges for our firm." https://t.co/uWKxwiQ2up Dan Loeb: "A simple query into Claudes chatbot: 'Which companies is Anthropic capable of"
X Link 2026-02-08T17:44Z [----] followers, 19K engagements
"Today the finance guys ask this question. Tomorrow everyone who watched the Super Bowl Answer: Zoom $ZM How do I buy Anthropic How do I buy Anthropic"
X Link 2026-02-08T17:55Z [----] followers, [----] engagements
"@evrgn11112231 $ZM Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL"
X Link 2026-02-08T17:56Z [----] followers, [---] engagements
"Wolfes Zukin with weekend thoughts on SaaS Claude Cowork plugins and voice-AI. Notes Zoom $ZM upgrade for accelerating secular momentum low valuation and AI optionality. But lets not bury the lede: direct Anthropic exposure Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus"
X Link 2026-02-08T22:16Z [----] followers, [----] engagements
"A few of Wolfes checks on Zoom channel partners and ecosystem seem quite notable. Looking forward to the $ZM earnings call this month Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in [----] https://t.co/jCfKx8tooL Wolfe upgrades Zoom $ZM Anthropic stake upto $3.2bn substantial upside on higher IPO winner in Voice AI reaccelerating above-consensus growth Less that 10x FCF Reminds me of the Wolfe upgrade of $CENX in in 2024"
X Link 2026-02-09T14:30Z [----] followers, [----] engagements
"Investors with mettle should read Bernsteins @brbobbr [--] page primer on the chemistry innovations & economics of copper leaching. Perhaps a cap on the super-cycle Cure for high prices is high prices with a dash of innovation Uncle Jamal probably"
X Link 2026-02-09T22:19Z [----] followers, [----] engagements
"Bernstein on [----] semiconductor sales: Both pricing & units contributed to growth. The industry has finally returned to unit growth vs pre-COVID levels with ASPs far above; revenue growth over the last several years remains dominated by pricing"
X Link 2026-02-10T05:13Z [----] followers, [----] engagements
"WSJ: Even that has an AI angle. Zoom is an investor in Anthropic and an analyst said in a report late last month that the stake could be worth between $2 billion and $4 billion. $ZM"
X Link 2026-02-10T13:34Z [----] followers, [---] engagements
"Next catalyst for the Anthropic Complex (TM) $ZM Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN"
X Link 2026-02-10T17:00Z [----] followers, [----] engagements
"@wintonARK What about old Ark favourite Zoom $ZM that now trades under 10x FCF and owns a chunk of another Ark favourite Anthropic https://www.ark-invest.com/articles/valuation-models/arks-zoom-model https://www.ark-invest.com/articles/valuation-models/arks-zoom-model"
X Link 2026-02-10T22:15Z [----] followers, [--] engagements
"Anthropic Complex Index (TM) gap open tomorrow $ZM Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5 Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5"
X Link 2026-02-10T22:25Z [----] followers, [----] engagements
"Now I see it and think Great another Claude plug-in coming When I was young and I saw 25% ROIC I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times. When I was young and I saw 25% ROIC I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times"
X Link 2026-02-10T22:29Z [----] followers, [----] engagements
"If Anthropic achieves AGI could it be worth [--] googol Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN Its time to create an Anthropic Complex index @coatuemgmt Zoom $ZM Google $GOOGL SK Telecom $SKM Broadcom $AVGO Amazon $AMZN"
X Link 2026-02-11T14:43Z [----] followers, [----] engagements
"Shoot first. Ask Claude questions later. Uncle Jamal"
X Link 2026-02-11T17:36Z [----] followers, [---] engagements
"The $ZM earnings call this month might be a fun vol event. Business re-acceleration AI tools rollout Anthropic stake commentary and share repurchase update $ZM - $144K Call buyer https://t.co/9AVTqfHv6Q $ZM - $144K Call buyer https://t.co/9AVTqfHv6Q"
X Link 2026-02-11T18:31Z [----] followers, [----] engagements
"Ironic because DOGE was rather misanthropic @snowmanllc Im way overdue for renaming the watchlist. https://t.co/UQZkha0hv9 @snowmanllc Im way overdue for renaming the watchlist. https://t.co/UQZkha0hv9"
X Link 2026-02-12T03:41Z [----] followers, [----] engagements
"Lyft has historically taken shareholders for a ride and its hard to determine fare value. But it might be worth waymo"
X Link 2025-09-18T14:10Z [----] followers, [----] engagements
"Formerly bullish Evercore finally downgrades $COLD noting economic occupancy could further erode in [----] given spread vs physical. Also notes operationally intensive & less liquid transaction market may be valued on EV/EBITDA basis. At 11x $7 value 🥶 Oh look $COLD management now admitting they will have to concede on price to keep market share in the face of unrelenting oversupply and discounting from compeititors who can offer better service for less https://t.co/Mh8MpdfhtO Oh look $COLD management now admitting they will have to concede on price to keep market share in the face of"
X Link 2025-11-07T14:07Z [----] followers, 10.7K engagements
"$COLD economic occupancy eroding as leases roll pricing is going down and industry still significantly oversupplied. But yes the activist is correct that if they sell assets in an oversupplied market at high multiples EBITDA goes up & it gets 15x multiple stock goes up Formerly bullish Evercore finally downgrades $COLD noting economic occupancy could further erode in [----] given spread vs physical. Also notes operationally intensive & less liquid transaction market may be valued on EV/EBITDA basis. At 11x $7 value 🥶 https://t.co/ZK42zwLKpp Formerly bullish Evercore finally downgrades $COLD"
X Link 2025-12-11T18:05Z [----] followers, [----] engagements
"Comments on $COLD pitch: [--]. Fixed agreements above spot in oversupplied market are a downside risk. Company admits pricing will decline [--]. Declining EBITDA barely any real FCF & divvy at risk [--]. Losing share to new supply. Irreplaceable [--]. Pricing down too. Labor costs up. $COLD economic occupancy eroding as leases roll pricing is going down and industry still significantly oversupplied. But yes the activist is correct that if they sell assets in an oversupplied market at high multiples EBITDA goes up & it gets 15x multiple stock goes up https://t.co/LEgryXsQOb $COLD economic occupancy"
X Link 2025-12-12T17:24Z [----] followers, [----] engagements
"@RecoveryTrade Anything could happen. Not sure why they would overpay for the oldest (worst) least automated & most physically vacant assets during a period of oversupply with tons of new automated capacity around. And risky fixed contract book thats rolling off. $LINE assets $COLD"
X Link 2025-12-12T17:39Z [----] followers, [----] engagements
"GLOO holdings has a spray-and-pray strategy and stock relies on faith"
X Link 2025-12-15T15:11Z [----] followers, [----] engagements
"$LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD https://t.co/PmdkCtxCfh Ooh RBC slips in the money insight on cold"
X Link 2025-12-15T20:41Z [----] followers, [----] engagements
"JPM taking down $LINE estimates for both [----] and [----]. Neither demand nor supply looking good $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 https://t.co/ftRybOy7Yj $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their"
X Link 2025-12-16T19:15Z [----] followers, [----] engagements
"MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. $LINE had some interesting cost initiatives in their recent investor forum but loses credibility doubling down on their BS 9.5% overcapacity claim. Still misleading with sq ft capacity growth when their own slide that followed showed primacy of cubic feet. Also industry 1/2 https://t.co/ftRybOy7Yj $LINE had some interesting cost initiatives in their recent investor forum"
X Link 2025-12-16T19:23Z [----] followers, [----] engagements
"Industry headwinds mentioned by MS would hurt $COLD even more given huge fixed contract book due to roll over in [----] at lower rents and more levered balance sheet. A dividend cut might be prudent MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note put option settlement costs in Q4 & majority stockholder overhang. https://t.co/gC48uFPIxR MS takes down $LINE numbers and implicitly calls BS on management 9.5% oversupply number. Although they still dont print true CF supply increase. Also note"
X Link 2025-12-16T20:09Z [----] followers, [----] engagements
"Baird: The other element that has us somewhat skiddish is the potential wind-down of BGLHs stake in $LINE some initial investors struggling with with non-LINE related cold storage investments and may seek to exit their positions 👀 @TheBenSchmark Your coverage of the cold storage REIT dynamics has been exceptional thank you Can you explain the put option why it exists / will be cash settled Do you have a view on how BLGH will settle up with its investors - sell stock to make cash distributions Or distribute stock @TheBenSchmark Your coverage of the cold storage REIT dynamics has been"
X Link 2025-12-19T18:21Z [----] followers, [----] engagements
"As an aside Lamb Weston (like many other food companies) have been rationalizing their cold storage space needs (before this quarter) and will likely continue to. Potatoes happen to be 10% of Lineage volumes. $LINE $COLD Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in [----] https://t.co/1mIx3OBacj Lamb Weston (which sounds like a declining fixed income asset manager based in the Midwest) has been a game of hot potato ever since processing capacity expanded in 2019"
X Link 2025-12-19T18:37Z [----] followers, [----] engagements
"Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf"
X Link 2025-12-21T19:25Z [----] followers, [----] engagements
"Lets see if Stephen can sleigh at $COLD and which pieces Reese can firesale. Perhaps they neithercut the dividend nor their rents and keep losing share Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for $COLD & $LINE Notes that older-vintage assets (like $COLD) need to come out https://t.co/2LfSh04Tow Bullish Baird finally acknowledges continued downward pricing pressure from new supply structural demand issues from food company optimization and high leverage issues for"
X Link 2025-12-22T14:34Z [----] followers, [----] engagements
"Selling the $COLD international business would be cutting the flowers & watering the weeds leaving it with old short and oversupplied US legacy facilities. On the other hand at least theres a bid for some pieces @RecoveryTrade Anything could happen. Not sure why they would overpay for the oldest (worst) least automated & most physically vacant assets during a period of oversupply with tons of new automated capacity around. And risky fixed contract book thats rolling off. $LINE assets $COLD https://t.co/ZRaXi6vq7H @RecoveryTrade Anything could happen. Not sure why they would overpay for the"
X Link 2025-12-30T18:32Z [----] followers, [----] engagements
"Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene Its funny how 95% of commentary on alcohol has been focused on demand debates ignoring palpable (and non-palpable) supply growth until its too late. Similar with cold storage warehouse industry which has seen significant volume capacity growth (ahead of sq ft) $COLD $LINE Its funny how 95% of commentary on alcohol has been focused on demand debates ignoring palpable (and non-palpable) supply growth until its too late. Similar with cold storage warehouse industry which has seen"
X Link 2026-01-19T14:44Z [----] followers, [----] engagements
"There is only one US listed direct play on Chinese semicap domestic substitution and growth: $ACMR [----] guide points to 26% YoY growth and given capex plans of its customers (SK Hynix CXMT YM SMIC) might be quite conservative. Still only 13.9x [----] EPS Kudos to @Citrini7 for adding long $ACMR to top trades for [----]. Simplifies the thesis: who can the Chinese fabs buy from Get long localization. Dont fully agree that they dont need to compete on performance (see non-Chinese customers like Hynix) but debatable https://t.co/GeL5BztPZR Kudos to @Citrini7 for adding long $ACMR to top trades for"
X Link 2026-01-22T13:50Z [----] followers, 20.3K engagements
"Jon Wilk did a very good job steering the $CMPO metal card business making Arculus profitable and collapsing the onerous A/B structure. Significant value creation including the spin-off value. Lets see whats next $CMPO extends its key Amex metal card contract through [----]. This contract and the Chase contract may have been the overhangs. $900m EV with $150m aEBITDA guided for [----] (including loss-making Arculus which they can hopefully sell) https://t.co/U0KYff687B $CMPO extends its key Amex metal card contract through [----]. This contract and the Chase contract may have been the overhangs."
X Link 2026-01-22T18:49Z [----] followers, [----] engagements
"I thought Salesforce could but @WaterworldCapi1 pointed out that $META should buy $ZM. Financially accretive with Anthropic on top. Can integrate Zoom video w/ Reality Labs. Gets large SMB & enterprise channel to distribute SuperIntelligence. SKT to where the Zuck is going $ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this https://t.co/K9AtiJOBFV $ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this https://t.co/K9AtiJOBFV"
X Link 2026-01-28T22:41Z [----] followers, [----] engagements
"Theres one US company that directly benefits from YMTC & CXMT capex ramp & domestic substitution mandate: $ACMR Its still cheap & growth might accelerate here. And it trades at a fraction of its own publicly traded sub in Shanghai. Could dual-list in HK for instant rerate WOW This is big They are using complete domestic tools (including litho) for the majority of Fab [--] lines Fab [--] was at 65k WPM by the end of [----] Fab [--] is 100k WPM and Fab [--] will also ramp up to 100k WPM YMTC will adding 135k WPM of NAND capacity in the next [--] months WOW This is big They are using complete domestic tools"
X Link 2026-01-30T14:24Z [----] followers, 10.5K engagements
"GLP-1 orals seeing accelerating adoption next gen injectables coming and affordability/access increasing. The headwinds for cold storage $LINE $COLD alcohol expensive CPG sleep apneaetc just growing When demand headwinds meet oversupply Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene https://t.co/FG8Y1GgUdN Alcohol and cold storage supply up and to the right. Meanwhile demand weak and GLP-1 adoption increasing tough scene https://t.co/FG8Y1GgUdN"
X Link 2026-02-02T18:02Z [----] followers, [----] engagements
"JPMorgan: Anthropic is eating the world Jabroni: Buy $ZM In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure. In December tech bros got Claude-pilled. In January finance bros get Claude-pilled. Anthropic might be the most valuable company in the world and also the scarcest asset. Find any way to get exposure"
X Link 2026-02-03T22:55Z [----] followers, 196.9K engagements
"If data is the new oil software stocks could go to -$37.63"
X Link 2026-02-04T20:51Z [----] followers, [----] engagements
"This is going to be a golden age of financial and strategic M&A for cheap and cash flowing software companies that have architecture infrastructure and a distribution network wen $ZM $BILL (see thread) https://t.co/JQEWM95vhC $BILL (see thread) https://t.co/JQEWM95vhC"
X Link 2026-02-06T18:05Z [----] followers, [----] engagements
"Massively $ACMR China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr China's CXMT and YMTC to massively expand memory output amid global crunch Supply constraints offer chipmakers chance to close gap with rivals Samsung SK Hynix and Micron https://t.co/vY7mBAeIxh https://t.co/C1WCNWrwbr"
X Link 2026-02-08T21:18Z [----] followers, [----] engagements
"Shanghai IC fund getting 11x more capital to back domestic chip players and you dont want to be long $ACMR anon 💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: https://t.co/W8F0qd35ql 🔗 💰 #Chinas chip self-sufficiency push is accelerating: Shanghai IC Fund III which has already backed 20+ domestic firms including #SMIC has expanded to 6B yuanan [--] jump.💡More: https://t.co/W8F0qd35ql 🔗"
X Link 2026-02-11T15:47Z [----] followers, 23.7K engagements
"@zephyr_z9 Agreed. It would be great if $ACMR did a fully-fungible Hong Kong listing. It would trade at nearly twice the multiple"
X Link 2026-02-11T17:33Z [----] followers, [---] engagements
"In SaaS optically cheap is table stakes. Palpable AI tail-winds business acceleration buyback in place are key. $ZM is a direct (Anthropic) & indirect (voice AI enterprise data) AI winner whose business is accelerating while buying back stock SaaS dumpster diving $PATH 10x EBITDA $WIX 9x EBITDA $GDDY 9x EBITDA $ZM 9x EBITDA $CRM 9x EBITDA $WDAY 9x EBITDA $ADBE 8x EBITDA $RPD 6x EBITDA $DOCU 6x EBITDA $CXM 6x EBITDA $SPT 6x EBITDA $PYPL 6x EBITDA $FRSH 6x EBITDA $FIVN 5x EBITDA $RNG 5x SaaS dumpster diving $PATH 10x EBITDA $WIX 9x EBITDA $GDDY 9x EBITDA $ZM 9x EBITDA $CRM 9x EBITDA $WDAY 9x"
X Link 2026-02-12T17:56Z [----] followers, [----] engagements
"@ACapitalLP If $ZM owns 1% of $10 trillion Anthropic thats $100bn. You might be more bullish than me"
X Link 2026-02-13T02:27Z [----] followers, [---] engagements
"Great points by @Citrini7. Anthropic might be the largest company ever to IPO most of the public wont participate but indices will be forced to buy. $ZM is a generational opportunity for Zoomers to own Anthropic NOW before it raises at higher rounds and IPOs. TINA. https://t.co/BWlBJctAqB https://t.co/BWlBJctAqB"
X Link 2026-02-01T17:32Z [----] followers, 212.2K engagements
"@rdd147 Why arent more shares sold shorts Seems like increasingly poor results a levered balance sheet and a potential dividend cut https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter https://www.restaurantbusinessonline.com/financing/wendys-sales-plunged-last-quarter"
X Link 2026-02-13T23:25Z [----] followers, [---] engagements
"Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 23rd. $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN"
X Link 2025-12-23T15:50Z [----] followers, [----] engagements
"A high ROE DuPont breakup would be composed of one entity with high margins one entity with good asset turns and one stuffed with all the leverage. Some call this $DD $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW"
X Link 2024-05-22T22:25Z [----] followers, 30.2K engagements
"$COLD & $LINE at the bottom of Wells Fargo REITs normalized FFO deceleration into [----]. After what will likely have been really poor [----]. Even if ones looking for bombed out REIT stocks many other places to look Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square feet & cubic feet is likely 1.5-2x higher Lets see when the actual oversupply discounting & time to fill is dimensioned by all analysts 🧊 $LINE $COLD https://t.co/PmdkCtxCfh Ooh RBC slips in the money insight on cold storage oversuppply: However we note these are based on square"
X Link 2025-12-05T15:56Z [----] followers, [----] engagements
"$SN is a thing of beauty. TD initiates with $135 target on 22x 2026E When value investors like @AggieCapitalist conservatively value SharkNinja $SN at 14x EBITDA to get to $151 wonder how the growth consumer pod and innovation folks will swirl. Index inclusion could vacuum some of the shares https://t.co/fIJAxubFii When value investors like @AggieCapitalist conservatively value SharkNinja $SN at 14x EBITDA to get to $151 wonder how the growth consumer pod and innovation folks will swirl. Index inclusion could vacuum some of the shares https://t.co/fIJAxubFii"
X Link 2025-12-10T19:44Z [----] followers, [----] engagements
"@ltmleverage Thankfully Tenet $THC has added a lot of alpha"
X Link 2026-02-15T16:09Z [----] followers, [--] engagements
"@ltmleverage THC is meant to take you to all time highs. They performed the right surgery on themselves. Too bad SGRY didnt"
X Link 2026-02-15T16:43Z [----] followers, [--] engagements
"A high ROE DuPont breakup would be composed of one entity with high margins one entity with good asset turns and one stuffed with all the leverage. Some call this $DD $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW $DD DuPont Announces Plan to Separate into Three Independent Publicly Traded Companies https://t.co/DeLblayQmV https://t.co/7AMWvo8cGW"
X Link 2024-05-22T22:25Z [----] followers, 30.2K engagements
"Every time you buy a plane ticket you are RENTING from an airline and literally throwing away money. With interest rates so low there is no good reason not to buy your first plane and build equity. #Planeowership is an investment and a lifestyle"
X Link 2021-07-11T13:59Z [----] followers, [----] engagements
"So Alphabet is a dominant quantum computing autonomous driving artificial intelligence and video streaming company that also collects an advertising rent on nearly every business on the side Probably worth 10x earnings. $GOOGL Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can reduce errors exponentially as we scale up using more qubits cracking a 30-year challenge in the field. In benchmark tests Willow solved a standard computation in [--] mins that would Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can"
X Link 2024-12-09T19:32Z [----] followers, 156.9K engagements
"Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can reduce errors exponentially as we scale up using more qubits cracking a 30-year challenge in the field. In benchmark tests Willow solved a standard computation in [--] mins that would take a leading supercomputer over [----] years far beyond the age of the universe()"
X Link 2024-12-09T17:06Z 5.8M followers, 19.3M engagements
"Which companies exemplify this"
X Link 2021-11-15T00:50Z [----] followers, [---] engagements
"Nice. Just nice. $PLUG"
X Link 2021-12-01T14:54Z [----] followers, [---] engagements
"Financial obligations (rent mortgage payments taxes auto lease) as a % of disposable income are significantly lower than in past periods driven in part by strong wages. While Im bearish on some consumer demand driven stocks I have to consider this"
X Link 2022-05-01T02:43Z [----] followers, [---] engagements
"Now imagine this inside a tiny sewer tunnel with cars ahead and behind"
X Link 2021-04-10T23:31Z [----] followers, [---] engagements
"If youre [--] Covid is 5x more lethal than the flu. If youre [--] its [--] times more lethal. Just The Flu bros should read just-this-figure. H/T @GidMK"
X Link 2020-12-26T14:01Z [----] followers, [---] engagements
"Sentiment check. Many are asking"
X Link 2022-11-14T19:36Z [----] followers, [---] engagements
"Negative revenue. Very nice impressive. Now lets see the cash burn. $WKHS"
X Link 2022-03-03T21:40Z [----] followers, [---] engagements
"**BITCOIN MAY REPLACE DOGS CATHIE WOODS SAYS: DJ"
X Link 2021-02-26T02:18Z [----] followers, [---] engagements
"Scott Bessent may be the best pick of the available choices but it does appear he nailed his prior 3-3-3 plan: 3% net returns [--] LPs $3bn in redemptions Interesting on Bessent 3-3-3 policy. Via wsj. https://t.co/wO18WP9slH Interesting on Bessent 3-3-3 policy. Via wsj. https://t.co/wO18WP9slH"
X Link 2024-11-24T18:00Z [----] followers, 96.5K engagements
"Interesting on Bessent 3-3-3 policy. Via wsj"
X Link 2024-11-22T23:30Z [----] followers, 350.3K engagements
"More like Debit Suisse amirite"
X Link 2021-03-29T20:23Z [----] followers, [---] engagements
"Bears say $TSLA is not worth much in a liquidation. This is ridiculous. Can you imagine how valuable the Tesla customer list would be to a Nigerian prince"
X Link 2018-07-06T02:58Z [----] followers, [---] engagements
"Typical He Said Xi Said BREAKING: Jack Ma is not missing. The Alibaba founder is laying low sources tell @DavidFaber. https://t.co/jn8limUSe7 https://t.co/5tJQX99T6i BREAKING: Jack Ma is not missing. The Alibaba founder is laying low sources tell @DavidFaber. https://t.co/jn8limUSe7 https://t.co/5tJQX99T6i"
X Link 2021-01-05T19:46Z [----] followers, [---] engagements
"BREAKING: Jack Ma is not missing. The Alibaba founder is laying low sources tell @DavidFaber. http://cnbc.com http://cnbc.com"
X Link 2021-01-05T14:34Z 763.7K followers, [----] engagements
"Should have drawn their revolver REMINGTON COULD FILE FOR CHAPTER [--] WITHIN DAYS SOURCES SAY REMINGTON COULD FILE FOR CHAPTER [--] WITHIN DAYS SOURCES SAY"
X Link 2020-06-26T17:18Z [----] followers, [---] engagements
"REMINGTON COULD FILE FOR CHAPTER [--] WITHIN DAYS SOURCES SAY GUN MAKER REMINGTON PREPARES TO FILE FOR BANKRUPTCY SOURCES SAY GUN MAKER REMINGTON PREPARES TO FILE FOR BANKRUPTCY SOURCES SAY"
X Link 2020-06-26T15:48Z 1.2M followers, [---] engagements
"ESG funds https://x.com/TiffanyTang999/status/1291544102257876992/video/1 https://x.com/TiffanyTang999/status/1291544102257876992/video/1"
X Link 2020-08-07T19:28Z [----] followers, [---] engagements
"@SahilBloom @GavinSBaker I tried this with Lockheed Martin but some folks in black suits showed up at my door"
X Link 2021-01-07T21:14Z [----] followers, [---] engagements
"It hertz to read"
X Link 2025-04-16T20:42Z [----] followers, 61.2K engagements
"Cool list of very stable and legit companies. Lets investigate the short-sellers who helped expose them"
X Link 2021-12-10T15:17Z [----] followers, [---] engagements
"Elon reached out to me to get hold of that script and it became apparent very quickly that he didnt understand coding as well as he made out. He asked How do I run this Python script Crikey Is this true @elonmusk https://www.crikey.com.au/2022/05/30/dogecoin-jackson-palmer-elon-musk-cryptocurrency-bubble/ https://www.crikey.com.au/2022/05/30/dogecoin-jackson-palmer-elon-musk-cryptocurrency-bubble/"
X Link 2022-05-30T15:07Z [----] followers, [---] engagements
"Imagine in [----] you perfectly predicted the massive growth global car use and airplane travel. And then bought a bunch of auto manufacturer and airline stocks. Demand growth = economic profits. From a classic of the [----] internet bubble. http://www.mch-inc.com/pdf/and%20the%20Madness%20of%20Internet%20Speculators.pdf http://www.mch-inc.com/pdf/and%20the%20Madness%20of%20Internet%20Speculators.pdf"
X Link 2021-01-13T04:12Z [----] followers, [---] engagements
"Update: Druckemiller reportedly flipped his position in the aftermarket"
X Link 2024-11-23T16:42Z [----] followers, 35.9K engagements
"Tesla: Forging the Future of Transportation one capital raise at a time https://x.com/danhett/status/1132692255809122306/video/1 https://x.com/danhett/status/1132692255809122306/video/1"
X Link 2019-05-27T22:48Z [----] followers, [---] engagements
"Elongate: the video #TheranosOnWheels https://www.veoh.com/watch/v142103958tzjgSYSk https://www.veoh.com/watch/v142103958tzjgSYSk"
X Link 2021-03-26T03:45Z [----] followers, [---] engagements
"@elonmusk Interesting now pay 30%"
X Link 2022-11-28T23:39Z [----] followers, [---] engagements
"Leon Shaulov on $GOOGL: Right now its an AI loser & trades at a cheap multiple. Our job is to look out 9-12 months if this company cut some costs theyre now an AI winner with a better opex structure growing 20% trading at 24x $9.50-$10 plausible. Thats 70% up from here"
X Link 2024-04-17T12:58Z [----] followers, 71.4K engagements
"@Coyoteblog That's gneiss"
X Link 2020-05-11T23:51Z [----] followers, [---] engagements
"Mary Cummings @missy_cummings is an actual engineer not a jabroni who just plays one on twitter"
X Link 2021-10-20T21:32Z [----] followers, [---] engagements
"One of the top [--] public company earnings call interactions I can recall. Worth reading in full. Batman appearances and the Four Corners (FCPT) moments were good too. Share any other transcripts of note in the replies"
X Link 2023-11-28T12:19Z [----] followers, 80K engagements
"Hearing Bill Ackman is going to be creating the modern day Biglari Holdings"
X Link 2025-02-18T20:59Z [----] followers, 38.5K engagements
"Stacy Rasgon updates the snapshot on Broadcoms Nvidia moment $AVGO Their ASIC expertise really starts to pay dividends while the importance of AI networking explodes as cluster sizes balloon line of sight to a $10+ EPS if not more Stacy Rasgons overall analysis on Broadcom $AVGO anything but defective. $60-90 bn SAM is just from [--] existing customers. And just look at that FCF chart. AI accelerators indeed. https://t.co/igWEMa9JKC Stacy Rasgons overall analysis on Broadcom $AVGO anything but defective. $60-90 bn SAM is just from [--] existing customers. And just look at that FCF chart. AI"
X Link 2025-01-06T14:33Z [----] followers, 29.9K engagements
"Stacy Rasgons overall analysis on Broadcom $AVGO anything but defective. $60-90 bn SAM is just from [--] existing customers. And just look at that FCF chart. AI accelerators indeed. $AVGO is winning in AI & software and thats not just post-Hock reasoning: ✅ VMWare grew 27% QoQ to $2.7bn ✅ FY24 AI rev guide upped from $10bn to $11bn (will probably be higher IMO). ASIC margins appear strong. ✅ Hock called the bottom of enterprise storage segment $AVGO is winning in AI & software and thats not just post-Hock reasoning: ✅ VMWare grew 27% QoQ to $2.7bn ✅ FY24 AI rev guide upped from $10bn to $11bn"
X Link 2024-12-13T13:14Z [----] followers, 41.3K engagements
"Norways oil consumption has been roughly flattish for years despite significant EV adoption. [----] will be an interesting datapoint too"
X Link 2021-11-21T16:35Z [----] followers, [---] engagements
"@DrunkenAnarchi1 @GadSaad @elonmusk @joerogan @RichardDawkins Yes scientists and researchers often have back and forths in normal course of their profession. A scientist debating a charismatic charlatan and politician is counterproductive to furthering knowledge or arriving closer to the truth"
X Link 2023-06-18T01:14Z [----] followers, [----] engagements
"@rabois @mr_skilling Keith on the call you were repeatedly babbling about gross margin and contribution margin. You yourself have pointed out that gross margin is not a good metric and that free cash flow (severely negative at OpenDoor) is the most important"
X Link 2022-09-26T00:19Z [----] followers, [---] engagements
"Some slides from A.M. (Toni) Sacconaghis farewell call. On superior earnings growth in tech and deserved premium the elements of multi-baggers (valuation matters) and characteristics of great tech investments (eg. TAM expansion) $AVGO"
X Link 2025-01-22T16:14Z [----] followers, 19.1K engagements
"High on your own supplier"
X Link 2018-10-27T04:50Z [----] followers, [---] engagements
"Looks like the China trade has teppered off"
X Link 2024-11-28T14:38Z [----] followers, 31K engagements
"Since the Roger Federer speech is making the rounds time to revisit @mjmauboussin skill-luck continuum & the inputs that go in. Tennis is notably on the other end of the continuum than investing: a game of small skill edges translating like clockwork to large outcome changes @JerryCap @VAntonFreeman Of course there will be some luck in any investment track record. As there is in many activities and sports. The question is can it be be disentangled from skill. And the short answer over significant time period and number of bets is yes. H/T @mjmauboussin https://t.co/NV0hnnz0qc @JerryCap"
X Link 2024-06-17T14:08Z [----] followers, 44.6K engagements
"@JerryCap @VAntonFreeman Of course there will be some luck in any investment track record. As there is in many activities and sports. The question is can it be be disentangled from skill. And the short answer over significant time period and number of bets is yes. H/T @mjmauboussin"
X Link 2023-07-19T16:29Z [----] followers, 44.5K engagements
"Is Chapter [--] frequency measured in hertz"
X Link 2020-05-23T14:09Z [----] followers, [---] engagements
"When the drugs change I change my mind. What do you do sir Elon Musk"
X Link 2019-03-11T12:13Z [----] followers, [---] engagements
"@typesfast Lol k. Looks like incontrovertible proof that seed oil consumption leads to amazing health. Haunting indeed https://www.gettyimages.com/detail/news-photo/the-mcdonalds-crew-with-ronald-mcdonald-at-the-launch-of-news-photo/1040366 https://www.chicagotribune.com/news/ct-xpm-1990-07-24-9003020215-story.html https://www.gettyimages.com/detail/news-photo/the-mcdonalds-crew-with-ronald-mcdonald-at-the-launch-of-news-photo/1040366 https://www.chicagotribune.com/news/ct-xpm-1990-07-24-9003020215-story.html"
X Link 2022-06-13T18:41Z [----] followers, [---] engagements
"@DanielSLoeb1 No idea"
X Link 2022-11-23T01:44Z [----] followers, [---] engagements
"ROIC by Industry from McKinsey. Most industries are mediocre. Some industries skewed by denominator effects on invested capital Eg defense"
X Link 2020-06-23T23:21Z [----] followers, [---] engagements
"Evergreen $FB $GOOG"
X Link 2021-04-28T22:03Z [----] followers, [---] engagements
"@RayDalio Ray in the spirit of radical transparency why does Bridgewater own Daqo Energy $DQ which the US government has added to its entity list for human rights violations and the use of Uyghur forced labor https://www.federalregister.gov/documents/2021/06/24/2021-13395/addition-of-certain-entities-to-the-entity-list https://www.federalregister.gov/documents/2021/06/24/2021-13395/addition-of-certain-entities-to-the-entity-list"
X Link 2021-12-05T20:48Z [----] followers, [---] engagements
"@kevinnbass https://x.com/thebenschmark/status/1507049451919228928 https://t.co/DdD3Mhr0kw https://x.com/thebenschmark/status/1507049451919228928 https://t.co/DdD3Mhr0kw"
X Link 2022-03-24T18:00Z [----] followers, [--] engagements
"Love that COMP has the highest SBC"
X Link 2022-05-21T21:11Z [----] followers, [---] engagements
"Whats going on with Tesla used car prices 🚗🍋📉 $TSLA"
X Link 2019-02-26T09:42Z [----] followers, [---] engagements
"When they choose not to allocate to Bitcoin that is a deeply political choice and we need to be pushing back against them Thiel said. Lol so ultralibertarian is butthurt about people choosing things Smells like freedom to me https://fortune.com/2022/04/07/peter-thiel-bitcoin-warren-buffett-jamie-dimon-larry-fink/ https://fortune.com/2022/04/07/peter-thiel-bitcoin-warren-buffett-jamie-dimon-larry-fink/"
X Link 2022-04-08T13:26Z [----] followers, [---] engagements
"The S&P500 is up 42% and Nasdaq up 64% since Stan Druckenmiller warned of a decade-long flat market 😬"
X Link 2024-07-21T13:41Z [----] followers, 20.2K engagements
"Early investor in Uber You can tell how good a product is by how easy it is to cancel your subscription or return it. You can tell how good a product is by how easy it is to cancel your subscription or return it"
X Link 2025-04-21T19:18Z [----] followers, 17K engagements
"You can tell how good a product is by how easy it is to cancel your subscription or return it"
X Link 2019-02-19T04:28Z 1.1M followers, [----] engagements
"Worst Fintwit accounts [--] @Keubiko [--] @NoonSixCap [--] @cablecarcapital [--] @ShitFund [--] @valueterminal [--] @NickatFP [--] @hackcelerity [--] @SuperMugatu [--] @Upper20sStCap [--] @mr_skilling [--] @LongShortTrader [--] @John_Hempton [--] @PlanMaestro [--] @DeadLiftCapital [--] @goodetrades [--] @MidwestHedgie"
X Link 2021-07-26T22:20Z [----] followers, [---] engagements
"Canada Goose will always be down. Think about it"
X Link 2024-11-24T04:24Z [----] followers, 20.4K engagements
"Is the CCP a hedge fund Because it is engaging in some serious ladder attacks"
X Link 2021-08-03T03:30Z [----] followers, [---] engagements
"How it started; how its going"
X Link 2022-06-30T19:52Z [----] followers, [---] engagements
"How it started; how its going $SHOP edition"
X Link 2022-04-11T12:32Z [----] followers, [---] engagements
"Good time to remember that Elon Musk once suggested that a sniper from ULA may have caused one of his rockets to explode into a fireball 🚀 🔥 https://www.washingtonpost.com/business/economy/implication-of-sabotage-adds-intrigue-to-spacex-investigation/2016/09/30/5bb60514-874c-11e6-a3ef-f35afb41797f_story.html https://www.washingtonpost.com/business/economy/implication-of-sabotage-adds-intrigue-to-spacex-investigation/2016/09/30/5bb60514-874c-11e6-a3ef-f35afb41797f_story.html"
X Link 2021-04-20T03:45Z [----] followers, [---] engagements
"@JasonTuatara @RichardKeppler1 @elonmusk Panic about the quality of a tent-built car is dumb"
X Link 2020-05-03T03:26Z [----] followers, [--] engagements
"Bloomberg terminal: The great user interface of Interactive Brokers but at the attractive price of Louis Vuitton"
X Link 2021-08-05T14:27Z [----] followers, [--] engagements
""Bond market pricing in recession; equity market pricing in AI." Goldman Sachs"
X Link 2023-04-17T20:22Z [----] followers, 18.5K engagements
"Evercore on the technological and economic need for custom AI chips. Estimates a $30-$50bn market. Broadcom $AVGO leader. We model AI (custom accelerators and networking) to account for 26% of AVGOs revenues by Q1 [----] By when will the Llama models be trained on your own custom silicon Zuckerberg: Soonnow able to use more expensive $NVDA GPUs only for training First inference then training. Broadcom $AVGO sells custom silicon to $META & $GOOGL. On the board Tan is hocking his wares https://t.co/zjcZJMGJiu By when will the Llama models be trained on your own custom silicon Zuckerberg: Soonnow"
X Link 2024-09-30T13:28Z [----] followers, 21.3K engagements
"By when will the Llama models be trained on your own custom silicon Zuckerberg: Soonnow able to use more expensive $NVDA GPUs only for training First inference then training. Broadcom $AVGO sells custom silicon to $META & $GOOGL. On the board Tan is hocking his wares"
X Link 2024-04-20T20:52Z [----] followers, 37.8K engagements
"Bernstein: while Gen AI is going to have a meaningful on the industry we do not believe the level of expectations are in fact correct Software vendors are starting to use alternative chips especially for inferencing $AVGO"
X Link 2024-07-01T18:38Z [----] followers, 20.7K engagements
"Organic farming is sustainable. It sustains poverty and malnutrition. C. S. Prakash Professor Plant Molecular Genetics @AgBioWorld"
X Link 2019-08-30T16:36Z [----] followers, [---] engagements
"Stacy Rasgon at Bernstein thinks $AVGO purchase of INTC product segment could have 20% accretion. And thats while keeping GM flat although there are reasons to think they could inflect up. Who knows if this deal gets done but Hock can make it work"
X Link 2025-02-18T20:36Z [----] followers, 13.4K engagements
"$TSLA suppliers at what point does the creditworthiness of your customer and potential inability to raise capital matter Is demanding cash-on-delivery (COD) prudent practice by your CFO"
X Link 2018-06-17T00:25Z [----] followers, [---] engagements
"Gentleman & pun-artist @ElonBachman has been nuked ostensibly for a tweet crediting @elonmusk His work on compiling a record of global $TSLA fatalities draws the ire of transparency foes. If you have esteem for the truth & transparency please RT 🚨🚨 http://www.tesladeaths.com http://www.tesladeaths.com"
X Link 2019-06-16T12:29Z [----] followers, [---] engagements
"WorldCom: one of a number of companies that had real products (literally helped build the internet) but was a massive fraud. Addresses my but Im using the product so its not a fraud pet peeve. A stock chart that might look familiar today H/T @InvestorAmnesia @WallStCynic"
X Link 2020-11-24T14:21Z [----] followers, [---] engagements
"Munger and Buffett would be so proud"
X Link 2025-07-30T13:53Z [----] followers, 11.1K engagements
"Never ignore a company giving out free eggs to shareholders $VITL"
X Link 2024-05-09T21:41Z [----] followers, 35.4K engagements
"The Gregory Zuckerman book kiss of death. 2009: John Paulson 2013: Frackers and shale 2019: Rentech and quants 😬😬😬"
X Link 2020-08-02T18:06Z [----] followers, [---] engagements
"True synergy would be Apple buying Nautilus for just $170m and adding the iPads"
X Link 2022-02-09T00:11Z [----] followers, [--] engagements
"What a week for grifters Imagine the FOMO that Elizabeth Holmes Martin Shkreli Robert Sillerman and @mr_skilling must have had"
X Link 2021-02-02T16:01Z [----] followers, [--] engagements
"Holy smokes a company invoking the passing of the Pope in headwinds to the quarter #Blessed"
X Link 2025-06-04T13:13Z [----] followers, 16.5K engagements
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