# ![@TheRealBirnbaum Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1905799794536148992.png) @TheRealBirnbaum The Psycho Analyst

The Psycho Analyst posts on X about $hims, $duol, stocks, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1905799794536148992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1905799794536148992/c:line/m:interactions.svg)

- [--] Week [-------] +394%
- [--] Month [-------] +474%
- [--] Months [---------] +320%

### Mentions: [--] [#](/creator/twitter::1905799794536148992/posts_active)
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- [--] Week [--] +6%
- [--] Month [---] +74%
- [--] Months [---] +391%

### Followers: [-----] [#](/creator/twitter::1905799794536148992/followers)
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- [--] Week [-----] +27%
- [--] Month [-----] +39%
- [--] Months [-----] +243%

### CreatorRank: [-------] [#](/creator/twitter::1905799794536148992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1905799794536148992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  61.06% [finance](/list/finance)  32.74% [technology brands](/list/technology-brands)  26.55% [cryptocurrencies](/list/cryptocurrencies)  2.65% [automotive brands](/list/automotive-brands)  2.65% [luxury brands](/list/luxury-brands)  0.88% [countries](/list/countries)  0.88% [celebrities](/list/celebrities)  0.88% [fashion brands](/list/fashion-brands)  0.88%

**Social topic influence**
[$hims](/topic/$hims) #208, [$duol](/topic/$duol) #94, [stocks](/topic/stocks) #5037, [if you](/topic/if-you) 9.73%, [ai](/topic/ai) 8.85%, [this is](/topic/this-is) 8.85%, [money](/topic/money) 7.08%, [business](/topic/business) 6.19%, [$spot](/topic/$spot) 5.31%, [$amzn](/topic/$amzn) #383

**Top accounts mentioned or mentioned by**
[@alc2022](/creator/undefined) [@agarwoodcapital](/creator/undefined) [@markjg0ad](/creator/undefined) [@amitisinvesting](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@qualityinvest5](/creator/undefined) [@manuinvests](/creator/undefined) [@fifteencagr](/creator/undefined) [@tryingtothink__](/creator/undefined) [@jf](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@mikealfred](/creator/undefined) [@wealthmatica](/creator/undefined) [@chrisstlmo](/creator/undefined) [@robbydoesstocks](/creator/undefined) [@stoicisimi](/creator/undefined) [@eyesunwoke](/creator/undefined) [@twyderka](/creator/undefined) [@mikelongterm](/creator/undefined) [@kawinpeche34194](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Spotify Technology (SPOT)](/topic/$spot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Iris Energy Limited (IREN)](/topic/$iren) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Brookfield Corporation (BN)](/topic/$bn) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [ZetaChain (ZETA)](/topic/$zeta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [UiPath, Inc. (PATH)](/topic/$path) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Workday Inc (WDAY)](/topic/$wday) [Remitly Global, Inc. (RELY)](/topic/$rely) [Adobe, Inc. (ADBE)](/topic/$adbe) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Doximity, Inc. (DOCS)](/topic/$docs) [Intuit Inc. (INTU)](/topic/$intu) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sometimes the market becomes so dumb its almost hard to believe. The options market for $DUOL has hit this point. Complete idiocy. Today I sold $90 strike puts expiring in January [----] for $32.60. If assigned I would be paying $57.40 per share. At this point $DUOL would be valued at $2.66B. They have $1.1B of cash on their balance sheet. That brings their enterprise value to $1.56B. Their current cash flow run rate is roughly $300m. That would put their enterprise value to cash flow at 5X. In the meantime theyre growing 37%. Their cash flow is growing even faster. Theres zero chance that AI"  
[X Link](https://x.com/TheRealBirnbaum/status/2021688041966854632)  2026-02-11T20:49Z [----] followers, 116.6K engagements


"$OWL is simple: completely overdone on the drawdown AI disruption/risk massively overhyped 20% grower selling at 15X distributable earnings with a 7% dividend yield. $SEZL a little more complex but more upside. Only BNPL that doesnt need a ton of funding so the prime/near prime risk is complete nonsense. Offering a subscription so theyre customer funded instead of merchant funded allowing them to go anywhere without relying on deals with merchants. Give their customers ability to build credit with them. Proprietary models are super impressive. Risk of NPLs is extremely low."  
[X Link](https://x.com/TheRealBirnbaum/status/2021335443648676112)  2026-02-10T21:28Z [----] followers, [---] engagements


"Im just starting to realize that what is going on is basically a monster version of October [----]. As a result we are getting yet another generational final opportunity due to the stupidity of computers trying to trade. These are not humans that are dumping software stocks. These are just algorithms. Except now weve just gotten used to it. So no ones even talking about this. We are seeing stocks dump between 50% to 90% on literally zero news. Its impossible to say where the bottom will be. But what I do know is that theres absolutely zero chance that software is being wholesale disrupted. Not"  
[X Link](https://x.com/TheRealBirnbaum/status/2021715482026377434)  2026-02-11T22:38Z [----] followers, 85.1K engagements


"Fifteen years ago everyone labeled $SPOT as a pirate. They were stealing labels and artists IP. Today a similar brigand of moralizing prigs is claiming $HIMS is evilas if pharma hasnt completely manipulated the system and outright lied to us a billion times over. To this point $HIMS has operated within the bounds of the law. This is what disruption looks like. The rule-makers whine and squeal as the rule-breakers rewrite the system. $SPOT and $UBER made millions of people bitch and moan for years. Healthcare is another beast entirely. Bring it on."  
[X Link](https://x.com/TheRealBirnbaum/status/2022408429189394586)  2026-02-13T20:31Z [----] followers, [----] engagements


"@Mindset4Money_X Also bought some $ZETA and was assigned to some puts"  
[X Link](https://x.com/TheRealBirnbaum/status/2022663746686964204)  2026-02-14T13:26Z [----] followers, [---] engagements


"Its interesting to see here in [----] that people still think that the market is expensive simply because multiples are higher than historical averages. If you still think we will revert to a mean from 30-150 years ago you should not be managing your own money. In the meantime there are people who manage OPM and believe this. $AMZN at 27X is not 27X. Those who dont understand this have missed massive gains. They invest a massive amount into their business. Growth CapEx:maintenance is an enormous proportion especially when you figure how much CapEx is expensed instead of capitalized. On the"  
[X Link](https://x.com/TheRealBirnbaum/status/2022687838727266763)  2026-02-14T15:02Z [----] followers, [---] engagements


"Maybe this is common knowledge already but I have it on good authority that Anthropic has installed $WDAY. It should be quite obvious at this point that these companies will be each others customers and synergize"  
[X Link](https://x.com/TheRealBirnbaum/status/2022699641918181797)  2026-02-14T15:49Z [----] followers, [---] engagements


"@MarketMovesMatt Anyone using Shiller PE is admitting publicly they dont know what theyre doing"  
[X Link](https://x.com/TheRealBirnbaum/status/2022723585031163905)  2026-02-14T17:24Z [----] followers, [----] engagements


"Absolutely massive news for $HIMS This is the piece I was hoping for on the earnings call. And we got it just a few days later. 🚨 $HIMS APPOINTS MO ELSHENAWY AS NEW CHIEF TECHNOLOGY OFFICER ELSHENAWY WAS FORMERLY PRESIDENT & CTO AT CRUISE WHERE HE HELPED LAUNCH AND SCALE THE FIRST COMMERCIAL DRIVERLESS RIDES SERVICE IN SF https://t.co/jQ2r0xv0bo 🚨 $HIMS APPOINTS MO ELSHENAWY AS NEW CHIEF TECHNOLOGY OFFICER ELSHENAWY WAS FORMERLY PRESIDENT & CTO AT CRUISE WHERE HE HELPED LAUNCH AND SCALE THE FIRST COMMERCIAL DRIVERLESS RIDES SERVICE IN SF https://t.co/jQ2r0xv0bo"  
[X Link](https://x.com/TheRealBirnbaum/status/1920498466083442730)  2025-05-08T15:18Z [----] followers, [----] engagements


"One of the biggest bull signals is when @DanielPronkt releases a video on another overvalued AI/tech company based on superficial multiples and generic competition. $DUOL is the next $SPOT. A digital app that will clearly be rendered obsolete by megacap techaccording to those who cant transcend first order thinking. Ackmans $SPOT short thesis presentation award is one of the biggest blemishes on his record. The same thing is happening now with $DUOL and $HIMS as the smaller specialists are viewed as obsolete despite zero evidence"  
[X Link](https://x.com/TheRealBirnbaum/status/1961506412867313671)  2025-08-29T19:09Z [----] followers, [----] engagements


"All the FDA is doing is making it even more obvious how much a threat $HIMS poses to the industry. Its not a conspiracy that Makary is in their pockets. Youd have to be stupid not to see this"  
[X Link](https://x.com/TheRealBirnbaum/status/1967976114816741617)  2025-09-16T15:37Z [----] followers, [----] engagements


"Exor NV (US OTC ticker $EXXRF) is one of my latest bets. The companys stake in Ferrari represents 40% of its NAV. That same stake is worth more than its entire market cap. You read that correctly. The market is assigning NEGATIVE value to Exors ability to compound shareholder value. Its portfolio is not even bad. Its solid. In a world where traditional net net investing has basically disappeared this ones a true gem. https://twitter.com/i/web/status/2009001209768595717 https://twitter.com/i/web/status/2009001209768595717"  
[X Link](https://x.com/TheRealBirnbaum/status/2009001209768595717)  2026-01-07T20:36Z [----] followers, [---] engagements


"Its time to buy SaaS and payments. Im in on $ADBE $PYPL and $RELY. Its just narratives. Just because a business is somewhat commoditized doesnt mean there arent better operators with more scale. Investors have been blinded by tech and forgotten that oil is still a great business and digital payments is better than oil. https://twitter.com/i/web/status/2011897684366336290 https://twitter.com/i/web/status/2011897684366336290"  
[X Link](https://x.com/TheRealBirnbaum/status/2011897684366336290)  2026-01-15T20:26Z [----] followers, [----] engagements


"Whos looked into $DOCN Looks like a very interesting company but I dont know much about it"  
[X Link](https://x.com/TheRealBirnbaum/status/2016677098643993050)  2026-01-29T00:57Z [----] followers, [---] engagements


"Unbelievable levels of corruption. Few populations have been as duped by a politician as the United States. This is what you get from a country in which the vast majority cant think critically and want to defund education. https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8st=NZC46c https://www.wsj.com/politics/policy/spy-sheikh-secret-stake-trump-crypto-tahnoon-ea4d97e8st=NZC46c"  
[X Link](https://x.com/TheRealBirnbaum/status/2017785709516435898)  2026-02-01T02:22Z [----] followers, [---] engagements


"Brother if you cant handle disagreement then dont post an opinion. No one is shooting you. The same way youre accusing $PATH shareholders of not paying attention to the disruption youre not paying attention to the fact that theyve known and been prepared for this for years. We will see whos right in due time. https://twitter.com/i/web/status/2017976867601477803 https://twitter.com/i/web/status/2017976867601477803"  
[X Link](https://x.com/TheRealBirnbaum/status/2017976867601477803)  2026-02-01T15:02Z [----] followers, [---] engagements


"Ive done a shallow dive into $DOCS and found not much to like. It seems to me like engagement farming for doctors. Any takers"  
[X Link](https://x.com/TheRealBirnbaum/status/2018104761262719485)  2026-02-01T23:30Z [----] followers, [----] engagements


"I'm seriously considering buying more $PLTR for the first time since $22. My first purchase was $7. This is the best company on Earth right now and may very well become the best company in history. They might accelerate into triple digits at some point. No other company's offering is eponymous: Palantir literally offers a crystal ball. That is magical. Their customers say it's magical. To anyone who sold because of "valuation" hopefully you learned your lesson. https://twitter.com/i/web/status/2018685784153334151 https://twitter.com/i/web/status/2018685784153334151"  
[X Link](https://x.com/TheRealBirnbaum/status/2018685784153334151)  2026-02-03T13:59Z [----] followers, 23.5K engagements


"I've seen comments that $PYPL fired the CEO based on politics. I'm not sure if this is true and I haven't gotten a chance to dig into the call. That being said the now former CEO's vision for the company was the correct one. He was hardly given enough time to roll out everything he'd envisaged. The culture is what seems to be broken. It's sad because there's a TON of value locked inside this company. But culture seems to be in the way. Appointing a cost-cutter with zero experience in this space and who oversaw another structural decline inspires zero confidence in me."  
[X Link](https://x.com/TheRealBirnbaum/status/2018694985072161135)  2026-02-03T14:36Z [----] followers, [----] engagements


"What Im seeing today is confirming my first impression yesterday: the culture at $PYPL is completely broken and is not worth owning. I dont care if it bounces 2-3X from here. I dont buy cigar butts. They fired a CEO who was doing the right stuff. It takes time. He might not have been perfect but hitting quarterly numbers has nothing to do with that. By yesterday Id already sold all my shares and closed my CSPs and held only a small amount of OTM calls. They have now been sold for a loss as well. https://twitter.com/i/web/status/2019068074410889611"  
[X Link](https://x.com/TheRealBirnbaum/status/2019068074410889611)  2026-02-04T15:18Z [----] followers, [---] engagements


"@QualityInvest5 In what world is someone vibe coding intuit Honestly this has gotten idiotic"  
[X Link](https://x.com/TheRealBirnbaum/status/2019198836229448160)  2026-02-04T23:58Z [----] followers, [---] engagements


"Youre not getting it. $HIMS isnt doing anything illegal. Dont hate on them. Hate on the law. If you dont agree then youre not aware of the facts. Lets see if there are lawsuits. If they dont come its because they know they have no chance. If they do lets see how they unfold. 🚨 I'll exit my $NVO position if Novo doesn't take a direct and strong stance and won't sue the living 💩 out of $HIMS. It's as simple as that. This must be unacceptable from Novo's point of view. If they do nothing yet again it'll show the new management of Novo Nordisk is 🚨 I'll exit my $NVO position if Novo doesn't"  
[X Link](https://x.com/TheRealBirnbaum/status/2019506212476207550)  2026-02-05T20:19Z [----] followers, 10.2K engagements


"@ahura2025 You are being completely dishonest. Perhaps thats because of your bias. You have zero evidence that they are any less effective. Go ahead and sell your shares"  
[X Link](https://x.com/TheRealBirnbaum/status/2019525810479329625)  2026-02-05T21:37Z [----] followers, [---] engagements


"Anyone looking at these articles an actually expecting answers is lost or has not been in the market for long. Theres zero reason $ORCL or any other AI stock to crash. Its literally panic and market mechanics. Those who stay cool get rich. Those who panic sell constantly lose and revise their history. https://twitter.com/i/web/status/2019537160278261992 https://twitter.com/i/web/status/2019537160278261992"  
[X Link](https://x.com/TheRealBirnbaum/status/2019537160278261992)  2026-02-05T22:22Z [----] followers, [----] engagements


"Imagine knowing that AI is the biggest economic opportunity in history and then selling off every company thats investing in the revolution with direct and immediate returns. $AMZN quarter was an absolute monster. 24% on AWS off a massive base. Their CapEx is going straight to the bottom line. The market is not even CLOSE to efficient. Anyone still trying to support the hypothesis at this point is a fool. Its like democracy and capitalism: the worst system we have except for all the others. This is yet another huge buying opportunity. Dont waste it."  
[X Link](https://x.com/TheRealBirnbaum/status/2019768356920868950)  2026-02-06T13:41Z [----] followers, [---] engagements


"@_j__f @realroseceline The CapEx js meant to lead to benefit. When it stops there will be return on investment. Its so far off that its not worth worrying about. Jensen has been right about everything so far. This is going to be a 5-10 year cycle from here"  
[X Link](https://x.com/TheRealBirnbaum/status/2019768781828968747)  2026-02-06T13:42Z [----] followers, [--] engagements


"$HIMS is again by far the best opportunity in the market. Every time we go through these litigation scares we get another opportunity to buy a world class business at dirt cheap prices. Its value is directly proportional to how much it pisses people off in an industry that seeks rent wherever it can. https://twitter.com/i/web/status/2019794939526172926 https://twitter.com/i/web/status/2019794939526172926"  
[X Link](https://x.com/TheRealBirnbaum/status/2019794939526172926)  2026-02-06T15:26Z [----] followers, [----] engagements


"@HarryHH1993 I dont have any problems with him. In fact I think hes absolutely crushing it"  
[X Link](https://x.com/TheRealBirnbaum/status/2019887351015882906)  2026-02-06T21:34Z [----] followers, [---] engagements


"@MacroEdgeRes @eliant_capital How are people like you still convincing yourselves theres no return Theyre literally showing you on every earnings call. Its unreal levels of denial"  
[X Link](https://x.com/TheRealBirnbaum/status/2019891043207147606)  2026-02-06T21:48Z [----] followers, [--] engagements


"Its time to start taking names on everyone jumping on the $HIMS short bandwagon. Reminds me of $UBER which is now a $155B company thats super undervalued. Most people cant see the future. And most of the bears decided they were bears a long time ago. Lets see"  
[X Link](https://x.com/TheRealBirnbaum/status/2019899428472012817)  2026-02-06T22:22Z [----] followers, [----] engagements


"When $HIMS bears bring ethics into the conversation one has to laugh. One hopes its an emotional outburst but if not the naivety is unparalleled. More than anything one feels sorry for their spouses and partnerstheyre doing the lords work. Theres so much anger at $HIMS right now. The need for them to go to zero is extremely intense. Do a $150B company and the FDA spend this much energy on a non threat Meanwhile Hims management is completely calm. As I expected they swiftly came out with a statement that exudes complete calm and control. This is $UBER vs. cabs all over again except now its in"  
[X Link](https://x.com/TheRealBirnbaum/status/2019919098885603628)  2026-02-06T23:40Z [----] followers, [----] engagements


"@Amorphoustrades Highly doubt it"  
[X Link](https://x.com/TheRealBirnbaum/status/2020158660047966262)  2026-02-07T15:32Z [----] followers, [--] engagements


"What a clown 🤡 @alc2022 portfolio: $SPOT $TSLA $DUOL $HIMS $AMD $PLTR Lets do a backtest of performance over the past five years and then you can go. Honestly these people. If youve never picked a stock thats gone down you literally should own the world. If you cant do math thats fine but youre working really hard to avoid admitting it. $HIMS is going down 30-50% next week. Thats not hyperbole. The FDA commissioner said no mas and their a DOJ investigation coming. HIMS was cited explicitly. Unlikely $DUOL which doesnt have biz risk of disappearing overnight EVERYONE knew the FDA DOJ State"  
[X Link](https://x.com/TheRealBirnbaum/status/2020166015850803673)  2026-02-07T16:01Z [----] followers, [----] engagements


"Ive never seen a company anger more people than $HIMS. Both bulls and bears. Bears because they want to claim victory but time keeps moving forward and the company isnt dead. Theyre melting down when they realize Im still long the stock. Bulls because theres no evidence to suggest that selling the pill wasnt a stupid decision. Just speculation. Either you accept this and live in the discomfort or deny it and deal with the cognitive dissonance. One thing is for sure you can tell who is miserable IRL by their reaction to Fridays news. Some people here really need to find something outside this"  
[X Link](https://x.com/TheRealBirnbaum/status/2020514897151328457)  2026-02-08T15:07Z [----] followers, [----] engagements


"To me this is a much more rational take. As I posted over the weekend polarizing stocks promote polarizing viewpoints. The reality is much more ambiguous. $HIMS is nowhere near dead. In fact theyre now trading at incredible value. Theyve never had more customers or more visibility. Im a buyer here. I dont need validation. I need to make money. $HIMS has some balls. Leadership taking big swings and striking out every once in awhile is not necessarily a bad thing. Big thinkers and innovators play big. Often in the gray areas.seeing that now with the $nvo lawsuit. Move fast and break things. All"  
[X Link](https://x.com/TheRealBirnbaum/status/2020893797933019438)  2026-02-09T16:13Z [----] followers, [----] engagements


"As Im sure youre aware its also about portfolio management. My position isnt as big now as it was at $40+ (in terms of share count). But Ive begun adding again here for the first time since those levels. This is about as bad as sentiment can get without $HIMS actually going to trial with $NVO. https://twitter.com/i/web/status/2020993804854079521 https://twitter.com/i/web/status/2020993804854079521"  
[X Link](https://x.com/TheRealBirnbaum/status/2020993804854079521)  2026-02-09T22:50Z [----] followers, [---] engagements


"$DUOL is clearly a dying company with [--] TAM moving forward. Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/TheRealBirnbaum/status/2021292858666365201)  2026-02-10T18:39Z [----] followers, [----] engagements


"Imagine stating with complete confidence that $IREN wouldnt receive a dime in funding for their $MSFT contract having that company announce on their most recent earnings call that they received 95% of that funding and then not only act like they never said anything but continue pretending that their bear thesis is completely intact. Most people not only completely whiff on 90% of the bullshit they spew but then double down when its beyond clear theyre wrong. It becomes more important to avoid reality than achieve any improvement whatsoever. Colin couldnt even spell Retards right. So Im"  
[X Link](https://x.com/TheRealBirnbaum/status/2021366267031023941)  2026-02-10T23:30Z [----] followers, [----] engagements


"This guy makes me question whether I should keep owning $IREN. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it."  
[X Link](https://x.com/TheRealBirnbaum/status/2021443208514072675)  2026-02-11T04:36Z [----] followers, [----] engagements


"Last year everyone was bullish $HOOD. Now everyone is bearish. Meanwhile FCF/share continues to increase exponentially. Literally dont care about your morals surrounding the proximity of retirement funds and gambling. Crypto will bounce back sentiment will swing and people will once again realize that projections for this company mean absolutely nothing because that requires predicting where the market is going. Laughed out loud at this The bull case for HOOD is that youll*checks transcript* cross-sell prediction market gamblers retirement accounts https://t.co/aCZ124Zdnp Laughed out loud at"  
[X Link](https://x.com/TheRealBirnbaum/status/2021594072461308002)  2026-02-11T14:36Z [----] followers, [----] engagements


"Super important to actually read reports. Youll note that $SPOT grew a solid 13% on a constant currency basis. For a company that can raise prices at will and just recently has this paints a very different picture. It's embarrassing how fast $SPOT's growth has de-accelerated to mid-single digits I can't believe the stock is up on these earnings https://t.co/1cxR8Wg5zV It's embarrassing how fast $SPOT's growth has de-accelerated to mid-single digits I can't believe the stock is up on these earnings https://t.co/1cxR8Wg5zV"  
[X Link](https://x.com/TheRealBirnbaum/status/2021599263134818369)  2026-02-11T14:56Z [----] followers, [---] engagements


"@tweet_tj @StockMarketNerd @mikealfred Right so basically every one of the best stocks of all time. Or have you been in the market for ten minutes If you need to qualify your post in the comments [--] times thats called being wrong"  
[X Link](https://x.com/TheRealBirnbaum/status/2021599636671037712)  2026-02-11T14:58Z [----] followers, [--] engagements


"Anyone who still thinks the market is efficient needs to have their head examined"  
[X Link](https://x.com/TheRealBirnbaum/status/2021620273955377189)  2026-02-11T16:20Z [----] followers, [----] engagements


"Its unbelievable that there are people who think that translation tools will prevent people from learning languages. Like honestly who learns a language to avoid an issue with their waiter Unbelievable lack of self awareness. $DUOL $TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages built directly into its wireless network 🗣💬 Shares of Duolingo fell about 5% in premarket trading. How big is the moat of Duolingo 🤔 https://t.co/hmi7rshJGu $TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages built directly into"  
[X Link](https://x.com/TheRealBirnbaum/status/2021669170518126643)  2026-02-11T19:34Z [----] followers, [----] engagements


"@amitisinvesting This is just forced selling and liquidation. Anyone who doesnt understand this is not buying"  
[X Link](https://x.com/TheRealBirnbaum/status/2021671327216631964)  2026-02-11T19:42Z [----] followers, [----] engagements


"$HIMS permabears claim the company is dead. Lets look at the facts. [--]. Vast majority of revenue outside semaglutide. [--]. Hims can continue selling through the lawsuits. Lawsuits will take years. By then theyll be generic. [--]. At no point was this a GLP-reliant business. Its incredibly exciting that Ill get to talk to these people in another five years. Theyve guaranteed the death of this shitco. Im betting its unlikely"  
[X Link](https://x.com/TheRealBirnbaum/status/2021673411009781933)  2026-02-11T19:51Z [----] followers, 15.3K engagements


"@wealthmatica Is $ZETA SaaS"  
[X Link](https://x.com/TheRealBirnbaum/status/2021689131668066384)  2026-02-11T20:53Z [----] followers, [---] engagements


"@chrisstlmo @amitisinvesting Essentially panic and mass margin calls. As people panic people on margin must sell to meet collateral requirements which intensifies the process. None of this has anything to do with valuations. Its purely mechanical"  
[X Link](https://x.com/TheRealBirnbaum/status/2021689690689065141)  2026-02-11T20:55Z [----] followers, [---] engagements


"@samsolid57 This is all fine and dandy but this is trading not investing. Youre going to pay taxes on all the things you sold and the reasons you bought and sold have nothing to do with what matters in the long-term which is only and will only ever be free cash flow per share growth"  
[X Link](https://x.com/TheRealBirnbaum/status/2021713318197461295)  2026-02-11T22:29Z [----] followers, [---] engagements


"@robbydoesstocks In no way am I nervous about someone vine coding another $DUOL. Zero chance of this happening"  
[X Link](https://x.com/TheRealBirnbaum/status/2021762472525377751)  2026-02-12T01:45Z [----] followers, [----] engagements


"@Stoicisimi No Literally yes. Tell me you dont actually know the facts without telling me"  
[X Link](https://x.com/TheRealBirnbaum/status/2021772116408844599)  2026-02-12T02:23Z [----] followers, [---] engagements


"@EyesUnWoke How much do you want to bet it does Ill literally go as high as you want"  
[X Link](https://x.com/TheRealBirnbaum/status/2021772495586497017)  2026-02-12T02:25Z [----] followers, [----] engagements


"If you are amateur enough to compare valuations today and [----] using earnings multiples then yes. If you understand how to actually value a business then absolutely not. In no way are software stocks expensive regardless of how you look at them. Now megacap tech is outright cheap. Im guessing youve been saying the market is expensive for decades now. Maybe youll never learn"  
[X Link](https://x.com/TheRealBirnbaum/status/2021819063572324801)  2026-02-12T05:30Z [----] followers, [----] engagements


"@AgarWoodCapital 😂😂😂😂😂😂 The market has been expensive since the [----] lows Yeah you have no idea what youre talking about. Good luck"  
[X Link](https://x.com/TheRealBirnbaum/status/2021820473021980694)  2026-02-12T05:35Z [----] followers, [---] engagements


"@tryingToThink__ I highly doubt Dev is panicking. I almost think his companies are interesting but theyre still pretty expensive"  
[X Link](https://x.com/TheRealBirnbaum/status/2021820748352917569)  2026-02-12T05:36Z [----] followers, [--] engagements


"@AgarWoodCapital And the market has proven that these were absolutely asinine prices every single time. If you can only see the first layer of the onion you have no chance"  
[X Link](https://x.com/TheRealBirnbaum/status/2021953313571529021)  2026-02-12T14:23Z [----] followers, [---] engagements


"@low_IQ_trader @Gutman_999 Im still waiting for that app with 100m users thats iterated over [-----] times using proprietary data. Let me know when that happens"  
[X Link](https://x.com/TheRealBirnbaum/status/2021953734650343526)  2026-02-12T14:25Z [----] followers, [--] engagements


"@TWyderka They used if for Google too. I dont do if. I use logic"  
[X Link](https://x.com/TheRealBirnbaum/status/2021967372400328862)  2026-02-12T15:19Z [----] followers, [---] engagements


"@ManuInvests You cant have CapEx fears and a SaaSpocalypse. In this case the economy simply dies. In reality both will thrive. Long $AMZN"  
[X Link](https://x.com/TheRealBirnbaum/status/2022031722012193046)  2026-02-12T19:35Z [----] followers, [---] engagements


"@MikeLongTerm @amitisinvesting I doubt it. Those drugs make you not want to ingest calories"  
[X Link](https://x.com/TheRealBirnbaum/status/2022039634956751334)  2026-02-12T20:06Z [----] followers, [---] engagements


"I cant disagree more. Jeff Bezos constantly told his team not to worry about the stock price. The best CEOs do not manage the company to optimize the stock price at all times. Thats the best way to ruin long term value creation. We see in real time that 90% of investors are just glorified traders. $HIMS CEO needs to be taught how to talk to the public let alone how to lead. "The team has a stomach of steel. Whether the stock's $70 or $2.87." This is the worst quote I have ever read for a CEO who leads a listed company that faces serious leadership challenges. I was $HIMS CEO needs to be"  
[X Link](https://x.com/TheRealBirnbaum/status/2020546582257553683)  2026-02-08T17:13Z [----] followers, [----] engagements


"I dont think I can possibly own enough $NBIS right now. Their stake in ClickHouse is a significant portion of their market cap. Theyre then trading at something under 2X EV to sales. Folks who think neoclouds are a commodity business and then go and prattle on about their execution risks suffer from a special form of cognitive dissonance. These things cant both be true. In reality $NBIS and $IREN and $CRWV are specializing in a highly difficult operation each with competitive advantages. https://twitter.com/i/web/status/2021625714244485326 https://twitter.com/i/web/status/2021625714244485326"  
[X Link](https://x.com/TheRealBirnbaum/status/2021625714244485326)  2026-02-11T16:41Z [----] followers, [----] engagements


"@KawinPeche34194 Yeah in no way am I locking my money up"  
[X Link](https://x.com/TheRealBirnbaum/status/2021770337415794988)  2026-02-12T02:16Z [----] followers, [----] engagements


"@ManuInvests @amitisinvesting And Crocs is insanely overvalued. Everything thats getting killed is insanely undervalued"  
[X Link](https://x.com/TheRealBirnbaum/status/2022037940319502498)  2026-02-12T19:59Z [----] followers, [--] engagements


"@QualityInvest5 I think both will do well. Whats your cost bases"  
[X Link](https://x.com/TheRealBirnbaum/status/2022159011626594595)  2026-02-13T04:00Z [----] followers, [---] engagements


"@BarrySchwartzBW My biggest position now that $AMD has pulled back"  
[X Link](https://x.com/TheRealBirnbaum/status/2022159168459915498)  2026-02-13T04:01Z [----] followers, [---] engagements


"Michael Burrys comparison of $GOOGL [---] year bonds to those of Motorola being a sign of a bubble is about as rational as pointing to any market top and claiming its a sign of a bubble. Its unclear to me how someone so smart can contort himself into the posture of such a stupid person. https://twitter.com/i/web/status/2021218805708398910 https://twitter.com/i/web/status/2021218805708398910"  
[X Link](https://x.com/TheRealBirnbaum/status/2021218805708398910)  2026-02-10T13:44Z [----] followers, [---] engagements


"Im already bored with the $HIMS narrative. In five years no one will care about this. Ive added to my position and will add more at lower levels. This is free money as the emotional reactionaries and moral prigs enjoy their fifteen minutes. In the meantime Ive moved on to three stocks that Im still building and one that Ive been buying for years: $SEZL $ZETA $OWL $BN These stocks will make me rich as several others already have. https://twitter.com/i/web/status/2021251352932847989 https://twitter.com/i/web/status/2021251352932847989"  
[X Link](https://x.com/TheRealBirnbaum/status/2021251352932847989)  2026-02-10T15:54Z [----] followers, [----] engagements


"This is exactly what they said about $SPOT. $HIMS I keep coming back to the table below. TRT baldness shampoos mens health pills knockoff peptides telehealth docs a website blood tests. That entire stack is commodity stuff. I genuinely do not understand what fantasy land people are living in where this platform $HIMS I keep coming back to the table below. TRT baldness shampoos mens health pills knockoff peptides telehealth docs a website blood tests. That entire stack is commodity stuff. I genuinely do not understand what fantasy land people are living in where this platform"  
[X Link](https://x.com/TheRealBirnbaum/status/2021716684772397255)  2026-02-11T22:43Z [----] followers, [----] engagements


"Meanwhile $DUOL app literally topping the charts again with language learners. Some people literally cant cope with reality. @TheRealBirnbaum Zero chance AI eliminates the desire to learn a new language It already has eliminated itcompletely. @TheRealBirnbaum Zero chance AI eliminates the desire to learn a new language It already has eliminated itcompletely"  
[X Link](https://x.com/TheRealBirnbaum/status/2021774243764043924)  2026-02-12T02:31Z [----] followers, [----] engagements


"@SethBowlman @fifteenCAGR Imagine saying $BN is total dog shit in public. You literally just lost any reputation you thought you had. The rest are riding bad sentiment and like 99% of the rest you will go back into hiding when price action reverses"  
[X Link](https://x.com/TheRealBirnbaum/status/2022015694959960432)  2026-02-12T18:31Z [----] followers, [---] engagements


"Its always interesting when Monday morning quarterbacks pretend they knew that was going to happen. Its also interesting that so many are calling this their downfall when their revenues are still growing operating cash growing faster and its highly unlikely that this case will be settled rapidly. To the chagrin of so many $HIMS bears this story is just getting started. I saw this with $SPOT and with $UBER before that. They were claimed to be dead companies many times along the way to glory. $HIMS downfall is a lesson in how execution missteps and scattered focus can erase value. I bought it"  
[X Link](https://x.com/TheRealBirnbaum/status/2022127150149652502)  2026-02-13T01:54Z [----] followers, 10K engagements


"Its interesting that I spend so much time posting on some of the smallest positions in my portfolio like $DUOL and $HIMS. Im kind of fascinated by the ire they draw. In reality my positions in $AMD $BN $AMZN $PLTR $SPOT and $ANET dwarf those positions. Then again those companies drew similar levels of ire. Advanced Money Destroyer Self-inflating asset fraud Needs more CapEx Glorified consulting company To be crushed by more CapEx Nvidia Interesting parallel. The more hate on a world class business the greater the upside. https://twitter.com/i/web/status/2022313763794247825"  
[X Link](https://x.com/TheRealBirnbaum/status/2022313763794247825)  2026-02-13T14:15Z [----] followers, [----] engagements


"@markjg0ad @buccocapital @zarazhangrui Thats actually wild how do you know that"  
[X Link](https://x.com/TheRealBirnbaum/status/2022698108694729138)  2026-02-14T15:43Z [----] followers, [--] engagements


"@fifteenCAGR $OWL $ORCL $SEZL $BN $PATH $DUOL"  
[X Link](https://x.com/TheRealBirnbaum/status/2021761665855832108)  2026-02-12T01:41Z [----] followers, [----] engagements


"@markjg0ad @buccocapital @zarazhangrui @grok Wow to me that completely destroys the vestiges of any rationality to this SaaS crash"  
[X Link](https://x.com/TheRealBirnbaum/status/2022706413370331497)  2026-02-14T16:16Z [----] followers, [--] engagements


"Honestly if this didnt happen I would have been disappointed. Few people with less integrity and emotional stability on this app and thats really saying something. Its a real shame $IREN has him on the board. Literally only reason I question the bull case"  
[X Link](https://x.com/TheRealBirnbaum/status/2021773274129031214)  2026-02-12T02:28Z [----] followers, [----] engagements


"This is the same post we see every three months. Anyone using Shiller PE has no idea what theyre doing. Its usefulness has trended asymptotically to zero as margins and growth have expanded. But you do you. History says we're 6-12 months away from a 40% drop. One chart: Shiller P/E Ratio. My rule is simple: Shiller P/E under [--] Market fairly valued trade normally Shiller P/E 25-30 Warning zone be selective Shiller P/E over [--] Bubble territory reduce exposure We're https://t.co/7rhOwqrPHe History says we're 6-12 months away from a 40% drop. One chart: Shiller P/E Ratio. My rule is simple:"  
[X Link](https://x.com/TheRealBirnbaum/status/2022717879074820364)  2026-02-14T17:01Z [----] followers, [----] engagements


"I posted earlier today about Burry so I might as well do Chamath now. Its amazing how clearly hes trying to claw his way into an investing HoF he will never EVER make. Circa [----] he started comparing his lifetime returns to those of Buffett. Then the SPAC bubble popped his shit holdings went to shit and he stopped the comparison the very next year. Now hes trying to argue that $BRK returns were due to selective disclosure basically Buffetts ability to receive insider information. The level of ignorance this shows to Buffetts career is staggering. And the level of invidiousness is even more"  
[X Link](https://x.com/TheRealBirnbaum/status/2022844105781326238)  2026-02-15T01:23Z [----] followers, [----] engagements


"@Bodhi5attva @Mayhem4Markets If you think Buffett is a fraud you know literally nothing about him"  
[X Link](https://x.com/TheRealBirnbaum/status/2023040364828090861)  2026-02-15T14:23Z [----] followers, [--] engagements


"THIS IS ONE OF THE MOST IMPORTANT POSTS I WILL EVER MAKE. It's difficult to put into words how dangerous and damaging and downright false and irrelevant this logic is: that it's "risky" to try and 100X. First of all contrary to the post below $GOOGL has in fact 100X'd which you would have known if you'd looked at the A shares. Secondly the only reason you would have sold $GOOGL--or $AMZN $MSFT or $AAPL--is to satisfy your emotions succumb to obtaining narratives or a combination of the two. I've seen countless reasons for selling stocks and every single one of them is wrong save for one: the"  
[X Link](https://x.com/TheRealBirnbaum/status/1988035749426721230)  2025-11-11T00:07Z [----] followers, 216.6K engagements


"Over the past ten years Ive gone from drug addict to millionaire. What changed for me wasnt just my circumstances. It was my mindset. I transformed from someone to whom things happened into someone who took the reins of what I could control. The market doesnt respond to rational inputs. You cant predict macro short term movements or earnings reactions. The only thing that matters over the long term is FCF/share. And its the only thing worth predicting. Ive been holding $BN $AMZN $AMD $SPOT and $ANET for years. All have dominated for me since adding. Several others like $IREN $HOOD and $LMND"  
[X Link](https://x.com/TheRealBirnbaum/status/2021952834124620211)  2026-02-12T14:21Z [----] followers, [----] engagements


"How are there people who dont understand that this is an oxymoron Stocks that never make all time highs never go up. Stocks that are hitting all time highs are going up. The quality of a purchase has almost nothing to do with whether its at an all time high. This is a mathematical fact. DO NOT BUY STOCKS WHEN THEY ARE TRADING AT ALL TIME HIGHS. DO NOT BUY STOCKS WHEN THEY ARE TRADING AT ALL TIME HIGHS"  
[X Link](https://x.com/TheRealBirnbaum/status/2021984211213623675)  2026-02-12T16:26Z [----] followers, [----] engagements


"Literally 90% of X thinks a companys stock is rising its a good company and vice versa. Most of them have no followers because they have zero idea what theyre doing"  
[X Link](https://x.com/TheRealBirnbaum/status/2022015997696450681)  2026-02-12T18:32Z [----] followers, 39.5K engagements


"I absolutely love Josh Brown but the $HALO trade is probably the dumbest in history and they are not good investors. To make money you must suffer drawdowns. Im not buying fucking $MCD for 28X earnings or $PG for 24x. This is what glorified traders do who will never get rich"  
[X Link](https://x.com/TheRealBirnbaum/status/2022032507781492782)  2026-02-12T19:38Z [----] followers, [----] engagements


"Check out my first substack post yall. Ill be following it up with the story of how I went from drug addict to millionaire. https://open.substack.com/pub/thepsychoanalyst/p/the-psycho-analystr=3h0uug&utm_medium=ios https://open.substack.com/pub/thepsychoanalyst/p/the-psycho-analystr=3h0uug&utm_medium=ios"  
[X Link](https://x.com/TheRealBirnbaum/status/2022032812170522832)  2026-02-12T19:39Z [----] followers, [----] engagements


"The market is in deeply irrational territory. This is when millionaires are made. But you have to be willing to make the tough decisions. Ive made a very difficult decision to trim and in one case cut out completely positions that I still have high conviction in. Writers know the phrase: You have to kill your babies. Even the most beautiful sentence needs to add value to the text or it needs to go. No matter how much you love a company theyre not family. Theyre employees. These companies work for me to make me money. There are software companies out there that have lost half or more than half"  
[X Link](https://x.com/TheRealBirnbaum/status/2022383995510563145)  2026-02-13T18:54Z [----] followers, [----] engagements


"@RyanDelCarlo @alc2022 100X obvs"  
[X Link](https://x.com/TheRealBirnbaum/status/2022443664941695123)  2026-02-13T22:51Z [----] followers, [--] engagements


"Id wager theres about a 1% chance that $AMZN is telling everyone that theyre immediately deploying their backlog and that they know the return on it and are lying. And that might be overstating the potential"  
[X Link](https://x.com/TheRealBirnbaum/status/2022450459882160391)  2026-02-13T23:18Z [----] followers, [----] engagements


"@ManuInvests My main reputation to Costco is that its always been this expensive. Im not saying I agree or disagree with the evaluation. Just observing"  
[X Link](https://x.com/TheRealBirnbaum/status/2022460523980427481)  2026-02-13T23:58Z [----] followers, [---] engagements


"Capitalism works because it transcends the zero-sum game that preceded technology. The recent regression in politicsof all partiesis based on distrust division and fear. The more people who trade together the more countries involved in the commercial system the more prosperous we will all be. One side is trying to deconstruct capitalism. The other uses it as a Trojan horse for authoritarianism. Hampering trade is unequivocally negative. Going after the rich does not help the poor. Bringing immigration to a stop destroys growth and innovation. People need to wake up. Very few of the people in"  
[X Link](https://x.com/TheRealBirnbaum/status/2022532571658170589)  2026-02-14T04:45Z [----] followers, [---] engagements


"Shiller PE takes the average earnings over the past ten years and divides it by price. In a world in which Nvidia has 100Xd earnings over ten years this is not just a useless metric but one that actively misrepresents the truth. Obviously this is an extremely example but not really. Companies that compound earnings at least 20% like the Mag [--] triple their earnings every five years. Thats at least 9X higher in ten years. Theres literally no relationship between these time periods. Shiller PE worked in a world when mean reversion was more regular. It does not in a hyperscaler and singularity"  
[X Link](https://x.com/TheRealBirnbaum/status/2022792445096767988)  2026-02-14T21:57Z [----] followers, [---] engagements


"If you havent come to the conclusion that @michaeljburry isnt worse than flipping a coin then you havent been paying attention. His calls since [--] have been pretty much atrocious. His depreciation bubble is founded on research performed in a personal skunkworks that included utterly zero unbiased facts. Now hes getting subscribers because his hedge fund was total garbagebig options bets that only paid off when enough of the market piled in behind his plays. Meaning even when he was right it was never for the right reasons. Now hes playing a fantastic computer game in which $PLTR is providing"  
[X Link](https://x.com/TheRealBirnbaum/status/2022815487244034157)  2026-02-14T23:29Z [----] followers, [----] engagements


"So basically you dont even know his argument. Hes basically said that Palantir doesnt provide nearly as much value to its customers as they suggest. Meanwhile their customers are clamoring for their services. As I said in my post he puts on a trade waits for people to follow him and then dumps on their head. Absolutely nothing has changed about the fundamentals. The company is literally growing 70% and accelerating at every higher base they reach. So no Id say he hasnt been right about a single thing thus far. This is the case for the hyperscalers as well"  
[X Link](https://x.com/TheRealBirnbaum/status/2022839334336856528)  2026-02-15T01:04Z [----] followers, [---] engagements


"The level of disconnection with reality from the boomer investors has become epic. Theyve been completely offsides since the GFC as they clung to useless metrics like Buffett ratio and Shiller PE. Mag [--] CEOs sit on their earnings calls showing their investors the immediate and large returns on their CapEx. And they just bury their heads in the sand. This is Cloud [---] except far bigger. These companies know what theyre doing. These are the same analysts who called $AMZN unprofitable for decades. Happy to keep buying here. Oh dear. As I have been warning about the AI tradethe numbers dont work."  
[X Link](https://x.com/TheRealBirnbaum/status/2023098145236791656)  2026-02-15T18:12Z [----] followers, [----] engagements


"Michael Burry has completely destroyed his reputation. His latest claim that $PLTR is a fraudand thats exactly what hes saying without using the word because hes a cowardis nothing short of laughable. To put it simply hes saying their scam is evident because the cycle of payments (called DSO in accounting for days sales outstanding) for their products has been extending particularly in comparison with other SaaS businesses. Its unimaginable that a professional would be so simple-minded. Though the balance is shifting Palantir works with the government more than commercial industry. The SaaS"  
[X Link](https://x.com/TheRealBirnbaum/status/2023101089726214275)  2026-02-15T18:24Z [----] followers, [----] engagements


"Interesting. But ASML orders were far more inevitable than mortgage rates falling. You cant predict that. $FICO is a dominant business. My issue is that its already been proven to be a poorer predictor of borrower quality than many lending models using AI and proprietary data have established. At what point does the system recognize that and stop paying this unnecessary tax Probably not anytime soon. But something to think about. Either way I think youre right that $FICO looks good here. Im interested. https://twitter.com/i/web/status/2017976069723136293"  
[X Link](https://x.com/TheRealBirnbaum/status/2017976069723136293)  2026-02-01T14:59Z [----] followers, [--] engagements


"@_j__f @DimitryNakhla $SEZL doesn't use FICO at all for example. It's really not necessary. FICO isn't a great tool. The real argument is that it's embedded. It's the only accepted imprimatur"  
[X Link](https://x.com/TheRealBirnbaum/status/2017987058627682546)  2026-02-01T15:43Z [----] followers, [---] engagements


"Sezzle doesn't securitize loans. They have a partner digital bank and their legacy business is based on merchant fees. I'm in agreement than FICO isn't going anywhere anytime soon. The cost is too low for anyone to care outside random saber rattling. But it's not very effective at this point. https://twitter.com/i/web/status/2017988442576073096 https://twitter.com/i/web/status/2017988442576073096"  
[X Link](https://x.com/TheRealBirnbaum/status/2017988442576073096)  2026-02-01T15:48Z [----] followers, [--] engagements


"@AndersReiche @heyshalin @jakebrowatzke @alc2022 This doesnt answer the above. They are not a one stop shop. Period. Im a $LMND shareholder. I understand where theyre going. You are holding other companies you dont own to a different standard"  
[X Link](https://x.com/TheRealBirnbaum/status/2018003951786881427)  2026-02-01T16:50Z [----] followers, [--] engagements


"@DarioBundi @jakebrowatzke Completely disagree. Tesla is total speculation. All of the above are already deep into their operational realization. The risk of disruption of $DUOL is about 0.01%. $HIMS has no competition. Just poor copy cats"  
[X Link](https://x.com/TheRealBirnbaum/status/2018004796922282454)  2026-02-01T16:53Z [----] followers, [---] engagements


"Youre not wrong. But this has nothing to do with how $DUOL is doing exactly what they said theyd do. Its a far more difficult agenda but without any competition whatsoever and theyve already achieved 33% FCF margin. Without the price crash/SaaS panic no one would be bearish. Its almost purely sentiment. https://twitter.com/i/web/status/2018005225223700624 https://twitter.com/i/web/status/2018005225223700624"  
[X Link](https://x.com/TheRealBirnbaum/status/2018005225223700624)  2026-02-01T16:55Z [----] followers, [--] engagements


"@Marcel___Larsen @pepemoonboy Dude what are you talking about lol"  
[X Link](https://x.com/TheRealBirnbaum/status/2018177739086303458)  2026-02-02T04:20Z [----] followers, [--] engagements


"The idea that the government under Trump is the same as any other is plain absurd. Only MAGA would believe that. Last time we had a president who pressured the fed that president was impeached for being a criminal. Inflation spiked to 20%. This one is far worse. He doesnt care about anyone but himself enjoys inciting anger and hatred and violence extorts robs and lies. Citing prior corruption is pedantic and a false equivalence and severe reductionism. The only difference between now and Nixon is that our population is a lot dumber and more entitled."  
[X Link](https://x.com/TheRealBirnbaum/status/2018192624771911966)  2026-02-02T05:19Z [----] followers, [---] engagements


"I don't think you should trim much but that's just me. It largely depends. There's nuance. With $IREN for example I'm selling calls 20-100% above current prices and making a good amount of cash. I could get called away on those shares but I think a decent amount of future growth is priced in. For $LMND on the other hand I'm not touching a thing. I sold half my shares after the first move and it was a mistake but I had to sell something because I was buying property. I'm more a proponent of allowing compounding. If you believe in $TSLA you should be willing to sit through the long periods of"  
[X Link](https://x.com/TheRealBirnbaum/status/2018382840791175588)  2026-02-02T17:55Z [----] followers, [---] engagements


"Courtesy of @Mindset4Money_X Imagine selling $PLTR because it was expensive. Thats what happens when you pay attention to experts"  
[X Link](https://x.com/TheRealBirnbaum/status/2018436253654429971)  2026-02-02T21:27Z [----] followers, [----] engagements


"About a year ago @alc2022 said something axiomatic: If you need to do a DCF the deals too thin. I understood this truth before he articulated it. But its epiphanic to hear someone articulate something youve always only understood viscerally or subconsciously. @joecarlsonshow announced an investment in $META today saying basically the same thing but by quoting Buffett and Munger. He basically said that the valuation should essentially hit you over the head with its obviousness. I think Ive strayed from this at times but generally have been true. I own companies that are so obviously"  
[X Link](https://x.com/TheRealBirnbaum/status/2018473092981424628)  2026-02-02T23:54Z [----] followers, [----] engagements


"@FilipsMoneyX @alc2022 I dont own either but should have bought $TMDX. I had plenty of evidence but just didnt feel the conviction. $SNAP is out for me. Management sucks and theres no way to dislodge them. But its super cheap so hopefully they can turn things around"  
[X Link](https://x.com/TheRealBirnbaum/status/2018675000987836673)  2026-02-03T13:16Z [----] followers, [---] engagements


"$AMD is going to present us with yet another massive buying opportunity in the coming days weeks or even months. The market has decided its time to go back down a bit. Thats fine. Weve been consolidating for a few months and the market almost never goes sideways. Its got to go up or down for people to make money. But without a recession the trend remains up. Get ready to deploy cash if this is where we drop. Just another opportunity. https://twitter.com/i/web/status/2018808260082762205 https://twitter.com/i/web/status/2018808260082762205"  
[X Link](https://x.com/TheRealBirnbaum/status/2018808260082762205)  2026-02-03T22:06Z [----] followers, [----] engagements


"$IREN down 17% when CapEx is blowing past record expectations makes complete sense I said it yesterday and Ill say it again: this is nothing more than another massive buying opportunity. If you understand markets you understand that traders need to make money. And traders dont make money on sideways markets. The market cant rise forever. At some point we were going to exhaust buyer willingness. Weve climbed a massive wall of worry. Yet absolutely nothing has changed with the fundamentals. The AI story remains as intact as ever. And now that software stocks are literally in a depression"  
[X Link](https://x.com/TheRealBirnbaum/status/2019162303543812212)  2026-02-04T21:33Z [----] followers, [----] engagements


"@Mindset4Money_X Too early to say. OpenAI is still winning. But Im long Google either way"  
[X Link](https://x.com/TheRealBirnbaum/status/2019176705106276389)  2026-02-04T22:30Z [----] followers, [---] engagements


"I was wondering how dumb the market could get back in the fall with the AI bubble fears. Weve reached a new level of stupidity. The market is now pricing in complete disruption of every software company. The chances of this are zero. Literally zero"  
[X Link](https://x.com/TheRealBirnbaum/status/2019199322043346971)  2026-02-05T00:00Z [----] followers, [---] engagements


"Youre misinterpreting what I said. It makes no sense that stocks that are part of the AI boom are selling off with the software stocks which are selling off because of disruption. Every time theres a selloff the baby gets thrown out with the bathwater. Every single time. People sell because people are selling. https://twitter.com/i/web/status/2019419427251360058 https://twitter.com/i/web/status/2019419427251360058"  
[X Link](https://x.com/TheRealBirnbaum/status/2019419427251360058)  2026-02-05T14:34Z [----] followers, [--] engagements

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