# ![@TylerHardt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1431303194.png) @TylerHardt Nothing To See Here

Nothing To See Here posts on X about ai, $meta, meta, $orcl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1431303194/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:interactions.svg)

- [--] Week [------] +114%
- [--] Month [-------] +104%
- [--] Months [---------] -79%
- [--] Year [---------] +832%

### Mentions: [--] [#](/creator/twitter::1431303194/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:posts_active.svg)

- [--] Week [---] +41%
- [--] Month [---] +145%
- [--] Months [---] +29%
- [--] Year [-----] +102%

### Followers: [-----] [#](/creator/twitter::1431303194/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +5.10%
- [--] Months [-----] +45%
- [--] Year [-----] +246%

### CreatorRank: [-------] [#](/creator/twitter::1431303194/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431303194/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82.46% [technology brands](/list/technology-brands)  26.32% [finance](/list/finance)  21.93% [cryptocurrencies](/list/cryptocurrencies)  15.79% [financial services](/list/financial-services)  #2053 [automotive brands](/list/automotive-brands)  4.39% [celebrities](/list/celebrities)  3.51% [exchanges](/list/exchanges)  1.75% [currencies](/list/currencies)  1.75% [countries](/list/countries)  0.88%

**Social topic influence**
[ai](/topic/ai) 13.16%, [$meta](/topic/$meta) #161, [meta](/topic/meta) 7.89%, [$orcl](/topic/$orcl) #53, [$msft](/topic/$msft) #142, [$goog](/topic/$goog) #50, [$amzn](/topic/$amzn) #287, [software](/topic/software) #2562, [ceo](/topic/ceo) 4.39%, [$intu](/topic/$intu) #108

**Top accounts mentioned or mentioned by**
[@thestalwart](/creator/undefined) [@parrotcapital](/creator/undefined) [@cnbc](/creator/undefined) [@jackfarley96](/creator/undefined) [@levfinor](/creator/undefined) [@tgmacro](/creator/undefined) [@dsager45](/creator/undefined) [@consensusgurus](/creator/undefined) [@driftinj](/creator/undefined) [@qtrresearch](/creator/undefined) [@firstadopter](/creator/undefined) [@michaeljburrys](/creator/undefined) [@jackdanielsus](/creator/undefined) [@unifirstcorp](/creator/undefined) [@dariocpx](/creator/undefined) [@watcherguru](/creator/undefined) [@goldmansachs](/creator/undefined) [@junkbondinvest](/creator/undefined) [@andrewmayne](/creator/undefined) [@westernfault](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Intuit Inc. (INTU)](/topic/$intu) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Bitcoin (BTC)](/topic/$btc) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Unifirst Corp (UNF)](/topic/$unf) [iShares BTC Trust (IBIT)](/topic/$ibit) [Tesla, Inc. (TSLA)](/topic/$tsla) [Carvana Co. (CVNA)](/topic/$cvna) [Cintas Corporation (CTAS)](/topic/$ctas) [Manhattan Associates, Inc. (MANH)](/topic/$manh) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Strategy (MSTR)](/topic/$mstr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [S&P Global Inc (SPGI)](/topic/$spgi) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Devon Energy Corp (DVN)](/topic/$dvn) [Diageo plc (DEO)](/topic/$deo) [Corpay, Inc. (CPAY)](/topic/$cpay) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GammaSwap (GS)](/topic/$gs) [Adobe, Inc. (ADBE)](/topic/$adbe) [JPMorgan Chase (JPM)](/topic/$jpm) [Decentral Games ICE (ICE)](/topic/$ice) [AC Milan Fan Token (ACM)](/topic/$acm) [Bitforex Token (BF)](/topic/$bf) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Zoetis Inc (ZTS)](/topic/$zts) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [BlackBerry Limited (BB)](/topic/blackberry) [EOG Resources Inc (EOG)](/topic/$eog) [Diamondback Energy Inc (FANG)](/topic/$fang) [Oxygen (OXY)](/topic/$oxy) [DarkShield Games Studio (DKS)](/topic/$dks) [Mattel, Inc. (MAT)](/topic/$mat) [Academy Sports & Outdoors, Inc. (ASO)](/topic/$aso) [Best Buy Co Inc (BBY)](/topic/$bby) [Target Corporation (TGT)](/topic/$tgt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BREAKING: BATSHIT-CRAZY CEO OF $PLTR CALLS MICHAEL BURRY SHORTING HIS STOCK BATSHIT CRAZY. FILM AT 11:00. Palantir CEO Alex Karp on @michaeljburrys Palantir and Nvidia short: As far as I can tell the two companies hes shorting are the ones making all the money which is super weird. The idea that Chips and Ontology is what you want to short is batshit crazy. https://t.co/tMUuE100Nc Palantir CEO Alex Karp on @michaeljburrys Palantir and Nvidia short: As far as I can tell the two companies hes shorting are the ones making all the money which is super weird. The idea that Chips and Ontology is"  
[X Link](https://x.com/TylerHardt/status/2022085395450855804)  2026-02-12T23:08Z [----] followers, [---] engagements


"$UBER just tagged the lowest RSI on record of [--] surpassed only by the depths of the pandemic when sale when the world shut down and no one was getting in an uber. I have no position"  
[X Link](https://x.com/TylerHardt/status/2022394542801195476)  2026-02-13T19:36Z [----] followers, [---] engagements


"Was stocking up at the liquor store for holidays and @JackDaniels_US new blackberry Bourbon was out of stock. Clerk said they have trouble keeping it in stock and it is selling better than Tennessee Honey. Some good news for $BFB shareholders. $BF.B"  
[X Link](https://x.com/TylerHardt/status/1994889001871053135)  2025-11-29T21:59Z [----] followers, [---] engagements


"Watching US shale companies stock prices fall on Venezuela news is interesting in an up oil tape. Make it make sense. $EOG $DVN $FANG $OXY"  
[X Link](https://x.com/TylerHardt/status/2008204783837155564)  2026-01-05T15:51Z [----] followers, [---] engagements


"The $UNF management team and board directors are completely inept. It even one mention of the $CTAS buyout offer in the press release this morning. @UniFirst_Corp what is wrong with you guys"  
[X Link](https://x.com/TylerHardt/status/2008900909359657040)  2026-01-07T13:57Z [----] followers, [---] engagements


"Here is a cheat sheet for stocks to buy if the Supremes rule that the Trump Tariffs were unconstitutional. $DKS $MAT $HAS $ASO $FND $BBY $TGT"  
[X Link](https://x.com/TylerHardt/status/2009279075114745999)  2026-01-08T15:00Z [----] followers, [---] engagements


"Good riddance Screw those party-poopers. Lets Go $BFB $BF.B $DEO"  
[X Link](https://x.com/TylerHardt/status/2009285714920300888)  2026-01-08T15:26Z [----] followers, [---] engagements


"I'm not a technician but that seems like a nice breakout for $CPAY. Best part is the fundamentals are fantastic and the stock is very cheap here"  
[X Link](https://x.com/TylerHardt/status/2009290869375942844)  2026-01-08T15:47Z [----] followers, [---] engagements


"$UNF Board continues to tell shareholders to go suck it as they continue to ghost $CTAS on their $275 buyout offer"  
[X Link](https://x.com/TylerHardt/status/2011809907494854772)  2026-01-15T14:37Z [----] followers, [---] engagements


"Larry Ellison to Satya Nadella $ORCL $MSFT 45% of Microsoft cloud contracted backlog was driven by OpenAI https://t.co/zzt38KWPKz 45% of Microsoft cloud contracted backlog was driven by OpenAI https://t.co/zzt38KWPKz"  
[X Link](https://x.com/TylerHardt/status/2017074213287239849)  2026-01-30T03:15Z [----] followers, [---] engagements


"I have no position but $PYPL is getting whacked today post-earnings the stock is net cash and trading for 5.7x FCF. The idiot CEO from $INTU has been shown the door. How is this not scoped up a by a private equity firm"  
[X Link](https://x.com/TylerHardt/status/2018700448153137317)  2026-02-03T14:57Z [----] followers, [---] engagements


"No news on $FDS but stock falling like its name is $PYPL Why This is like when all the retailers fell by 70% in [----] because of Amazon. Buy"  
[X Link](https://x.com/TylerHardt/status/2018718027261358230)  2026-02-03T16:07Z [----] followers, [---] engagements


"What do $ZIM and $UNF have in common They both have boards that seem incapable of accepting buyout offers for prices well above any kind of reasonable NPV"  
[X Link](https://x.com/TylerHardt/status/2018768928386748665)  2026-02-03T19:29Z [----] followers, [----] engagements


"I'm not sure that the SaaS slowdown warrants 50% haircuts and sub 10x FCF valuations. There is still growth and enterprise buyers aren't going to rip out software vendors for inhouse built AI widgets. $CRM $DOCU $NOW $INTU $TYL $MANH $CNSWF"  
[X Link](https://x.com/TylerHardt/status/2019065330404831704)  2026-02-04T15:07Z [----] followers, [---] engagements


"And there it is Politicians are fighting back against new data center using generation provided via the normal rate base paid for by the retail customers. The coming pusback agianst new AI data centers is real and will restrict the GigaWatts delivered. $NVDA $PPL $FE @DarioCpx"  
[X Link](https://x.com/TylerHardt/status/2019130118372037003)  2026-02-04T19:25Z [----] followers, [---] engagements


"$CRM $NOW $FDS $TYL $INTU $MANH $CNSWF"  
[X Link](https://x.com/TylerHardt/status/2019139980724171067)  2026-02-04T20:04Z [----] followers, [---] engagements


"Does anyone know if Legal Zoom and it's peers do Corporate Bankruptcy paperwork Asking for a friend. $LZ $TRI $REL $WKL"  
[X Link](https://x.com/TylerHardt/status/2019150664668991898)  2026-02-04T20:46Z [----] followers, [---] engagements


"$NEE $DUK 🤣🤣🤣 🚨DeSantis says NO DATA CENTERS They do NOT create jobs and suck up all the electricity I don't think there's very many people that want to have higher energy bills just so some chatbot can corrupt some [--] year old kid online That is not what anybody is signing up for https://t.co/zQRQBqvx48 🚨DeSantis says NO DATA CENTERS They do NOT create jobs and suck up all the electricity I don't think there's very many people that want to have higher energy bills just so some chatbot can corrupt some [--] year old kid online That is not what anybody is signing up for"  
[X Link](https://x.com/TylerHardt/status/2019151987644993761)  2026-02-04T20:52Z [----] followers, [---] engagements


"Fintech and payments software is dead Long live fintech and payments software $CPAY"  
[X Link](https://x.com/TylerHardt/status/2019180744476668329)  2026-02-04T22:46Z [----] followers, [---] engagements


"Hey @CNBC could you pretty please bring Tom Lee back on and ask him for his updated $BTC targets. We could all us a good laugh right now. $IBIT $BMNR $MSTR"  
[X Link](https://x.com/TylerHardt/status/2019438967448371354)  2026-02-05T15:52Z [----] followers, [---] engagements


"Seems odd for an exchange. BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1"  
[X Link](https://x.com/TylerHardt/status/2019598109391876176)  2026-02-06T02:24Z [----] followers, [----] engagements


"@WatcherGuru Lets just mark all the crypto to its fundamental value - $0 - and let congress get back to tackling real issues"  
[X Link](https://x.com/TylerHardt/status/2019598573181325577)  2026-02-06T02:26Z [----] followers, [--] engagements


"They only surveyed Trumps immediate family members and inner circle. The White House posted this an hour ago. They just deleted it. https://t.co/sy7OZxMVma The White House posted this an hour ago. They just deleted it. https://t.co/sy7OZxMVma"  
[X Link](https://x.com/TylerHardt/status/2019600013517816193)  2026-02-06T02:32Z [----] followers, [---] engagements


"@JackFarley96 $ZM"  
[X Link](https://x.com/TylerHardt/status/2019612321476129185)  2026-02-06T03:21Z [----] followers, [--] engagements


"Looks like the hedge funds have almost. Completely exited their software longs. Maybe selling pressure abates long enough to get a nice bounce here. Per @GoldmanSachs progression of client length held in software stocks (blue line) vs semis (red line) supply in software on Tuesday ranked in 100th percentile past five years also record volume day for IGV (instrument thats been around for [--] years) https://t.co/6ss0PSTKmY Per @GoldmanSachs progression of client length held in software stocks (blue line) vs semis (red line) supply in software on Tuesday ranked in 100th percentile past five years"  
[X Link](https://x.com/TylerHardt/status/2019612721088700468)  2026-02-06T03:22Z [----] followers, [---] engagements


"$GOOG: We are going to spend $175 billion in CAPEX $AMZN:"  
[X Link](https://x.com/TylerHardt/status/2019756660214874555)  2026-02-06T12:54Z [----] followers, [---] engagements


"Ladies & Gentlemen I present your "Store of Value" asset class. It's now had [--] drawdowns of 45% or more in [--] years. No other asset class has had [--]. $BTC $IBIT"  
[X Link](https://x.com/TylerHardt/status/2019779237704532097)  2026-02-06T14:24Z [----] followers, [---] engagements


"@LevFinor @junkbondinvest I have meet the underwriters from all these shops and get to see the books too. The underwriting at $OWL $ARES and Monroe is atrocious. They grew far too fast for their capabilities. $APO is decent. The only guys who came of super competent were the underwriters at Anteres"  
[X Link](https://x.com/TylerHardt/status/2019799318958366779)  2026-02-06T15:44Z [----] followers, [----] engagements


"I need someone to tell me why I shouldn't take another ride on the $ENVX train. It's back to $6 and just doubled-tapped [--] on the RSI again. Has pretty much always been a wining trade from here"  
[X Link](https://x.com/TylerHardt/status/2019801852880028160)  2026-02-06T15:54Z [----] followers, [----] engagements


"Here are those buybacks. $META $ORCL $MSFT $AMZN $GOOG The era of tech buybacks has ended. https://t.co/NHHljqUqoy The era of tech buybacks has ended. https://t.co/NHHljqUqoy"  
[X Link](https://x.com/TylerHardt/status/2020101597867462709)  2026-02-07T11:45Z [----] followers, [---] engagements


"The market sniffed this out a couple of weeks ago. Check out the charts of $ODFL $KNX $WERN and $XPO CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"  
[X Link](https://x.com/TylerHardt/status/2020114793219166530)  2026-02-07T12:37Z [----] followers, [---] engagements


"This is wild stat. For the last [--] years from 2022-2025 $XLP the Consumer Staples ETF returned just 12% (just 2.9% annualized). Year to Date in just [--] days Consumer Staples have returned 13.7%. @TgMacro"  
[X Link](https://x.com/TylerHardt/status/2020211233392390498)  2026-02-07T19:01Z [----] followers, [---] engagements


"So no Super Bowl ad $HIMS We have decided LOL https://t.co/U46fn01Y93 We have decided LOL https://t.co/U46fn01Y93"  
[X Link](https://x.com/TylerHardt/status/2020221544815824965)  2026-02-07T19:42Z [----] followers, [---] engagements


"Yeah because Llama is so cool or maybe its because $GOOG and $AMZN make their own chips and dont need $NVDA chips. Watching Jensen become a stock pumping price of shit like Elon is actually super disappointing. I used to think he was such a good CEO. Its a shame really. $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu"  
[X Link](https://x.com/TylerHardt/status/2020222746177753271)  2026-02-07T19:46Z [----] followers, [---] engagements


"@dsager45 Look he could have said a lot of other great things about $META and xAI or $CRWV just dont say something that everyone knows is a lie. He has one of the best products of all time and a big lead just stop pumping especially as he personally unloads his shares"  
[X Link](https://x.com/TylerHardt/status/2020228981057024099)  2026-02-07T20:11Z [----] followers, [--] engagements


"@AndrewMayne Elon just needs a new pump to justify overpaying for xAI by $240 billion so he could dilute his SpaceX shareholders and give himself a larger stake of SpaceX (because they have to constantly raise money) to prep for the merger with $TSLA so he can unlock his $1T comp package"  
[X Link](https://x.com/TylerHardt/status/2020239831624982568)  2026-02-07T20:54Z [----] followers, [---] engagements


"@WesternFault So one of experimental rocket [--] months ago. If it worked why didnt the send up the other [----] satellites"  
[X Link](https://x.com/TylerHardt/status/2020260540266999870)  2026-02-07T22:17Z [----] followers, [--] engagements


"@EnergyRealist25 Yep. $LYB"  
[X Link](https://x.com/TylerHardt/status/2020263075509645589)  2026-02-07T22:27Z [----] followers, [--] engagements


"@LynAldenContact At least you knew Bad Bunny was a musician I thought it was a clothing line"  
[X Link](https://x.com/TylerHardt/status/2020309368974266869)  2026-02-08T01:31Z [----] followers, [---] engagements


"Important economic observation: I just had my dog food delivered by a FedEx driver that was an absolute smokeshow. If gorgeous young women are voluntary opting to work delivery routes for $FDX the economy must be far worse than any of us can imagine. @PauloMacro @hkuppy"  
[X Link](https://x.com/TylerHardt/status/2020555564061687938)  2026-02-08T17:49Z [----] followers, [---] engagements


"This is awesome. 👇🏼 Turn up the Volume Great find Marc They should play at The Super Bowl Halftime show They should play at The Super Bowl Halftime show"  
[X Link](https://x.com/TylerHardt/status/2020593502166618420)  2026-02-08T20:20Z [----] followers, [---] engagements


"@litcapital Maybe theyre making some Super Bowl party DoorDash deliveries for our SEALs and Delta guys behind enemy lines $DASH"  
[X Link](https://x.com/TylerHardt/status/2020608934395220045)  2026-02-08T21:21Z [----] followers, [----] engagements


"Real pizza @dominos pizza real football American football real football American football"  
[X Link](https://x.com/TylerHardt/status/2020696999264391270)  2026-02-09T03:11Z [----] followers, [---] engagements


"Makes you wonder two things. (1) Loosing a year of FCF should at least cut [--] or [--] turns on a PE multiple at the least and (2) how are the going to keep funding their mega share buybacks that has juiced EPS growth by an additional 2-3% per year $META $MSFT $GOOGL $AMZN $ORCL Short the Mag [--] I guess https://t.co/HBz5yh3YyU Short the Mag [--] I guess https://t.co/HBz5yh3YyU"  
[X Link](https://x.com/TylerHardt/status/2020844635728593338)  2026-02-09T12:58Z [----] followers, [---] engagements


"$RIG CEO to $VAL Shareholders. Big news in Offshore as $RIG is acquiring $VAL in an all stock deal. https://t.co/x5ltuHCUH3 Big news in Offshore as $RIG is acquiring $VAL in an all stock deal. https://t.co/x5ltuHCUH3"  
[X Link](https://x.com/TylerHardt/status/2020866144618307805)  2026-02-09T14:23Z [----] followers, [----] engagements


"@JackFarley96 @zoomyzoomm $ZM's stake in Anthropic is worth around $3 billion so about 15% of their Enterprise Value. The better question is why isn't ZM buying their stock in size They have $8B in the bank the Anthropic investment are generating $2B in FCF annually but only doing $1.7B of buybacks"  
[X Link](https://x.com/TylerHardt/status/2020881328288284839)  2026-02-09T15:23Z [----] followers, [--] engagements


"Wow $GS is trying to compare the impact of AI on software stocks to the impact of the internet on Newspapers. $NOW $CRM $ADBE $SNOW"  
[X Link](https://x.com/TylerHardt/status/2020883003472306452)  2026-02-09T15:30Z [----] followers, [---] engagements


"@ConsensusGurus That is not common. But it is very funny. $GS $JPM"  
[X Link](https://x.com/TylerHardt/status/2020883728210198696)  2026-02-09T15:33Z [----] followers, [---] engagements


"@driftinj @TheStalwart The asked them that (an LTL company) they said they are seeing higher volumes which could be weather related but they are also seeing larger weights per shipment that suggest it is more than just weather"  
[X Link](https://x.com/TylerHardt/status/2020918400243958019)  2026-02-09T17:51Z [----] followers, [---] engagements


"@ParrotCapital They could always hire Alan Lane's kid who ran the risk department at $SI"  
[X Link](https://x.com/TylerHardt/status/2020920222505394601)  2026-02-09T17:58Z [----] followers, [---] engagements


"@QTRResearch @GothamResearch $CVNA"  
[X Link](https://x.com/TylerHardt/status/2020993677716557954)  2026-02-09T22:50Z [----] followers, [----] engagements


"Market concentration is back to Nifty [--] levels. Also probably set to reverse soon since its been a great run. You have to like $RSP over $SPY here"  
[X Link](https://x.com/TylerHardt/status/2021226844075213237)  2026-02-10T14:16Z [----] followers, [---] engagements


"@TheStalwart Watching financial data owners like $SPGI $FDS and $ICE get smoked is kind of perplexing. In an AI world proprietary data sets are going to be worth more not less"  
[X Link](https://x.com/TylerHardt/status/2021227175798509943)  2026-02-10T14:18Z [----] followers, [----] engagements


"We will likely get another opportunity to add to a $UNF arb play today. Pay attention to where the $230 Mar and May puts price today. Company is likely trying to negotiate a sale price closer to $300 from $CTAS offer of $275. If puts are $10 you can lock in a nice trade"  
[X Link](https://x.com/TylerHardt/status/2021228181840175419)  2026-02-10T14:22Z [----] followers, [---] engagements


"@dailydirtnap Fixed it for you. $GOOG"  
[X Link](https://x.com/TylerHardt/status/2021280132376191168)  2026-02-10T17:48Z [----] followers, [---] engagements


"$SPGI $ICE $FDS"  
[X Link](https://x.com/TylerHardt/status/2021285241894338782)  2026-02-10T18:08Z [----] followers, [---] engagements


"It's rare to see a serious well respected analyst from one of the bulge brackets come out with a price target 45% above the prevailing price. Steven Fisher from UBS is the guy in the E&C space. Probably worth kicking the tires on this one. $ACM"  
[X Link](https://x.com/TylerHardt/status/2021303790406644127)  2026-02-10T19:22Z [----] followers, [---] engagements


"LUTNICK: I TOOK MY KIDS TO EPSTEIN ISLAND FOR VACATION LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY"  
[X Link](https://x.com/TylerHardt/status/2021305390508519543)  2026-02-10T19:28Z [----] followers, [---] engagements


"@JCOviedo6 If you thought anybody could revive Pier [--] were you actually swindled"  
[X Link](https://x.com/TylerHardt/status/2021317229858501036)  2026-02-10T20:15Z [----] followers, [--] engagements


"This is your reminder that even Anthropic is burning cash. AI is investing capital at insane levels with still no signs of profitability anywhere. This is likely the most destructive allocation of capital in human history. Anthropic to raise $20 Billion More money to spend on cloud computing Which means more money to spend on GPUs The cycle continues $NVDA https://t.co/l11qQ9ISLq Anthropic to raise $20 Billion More money to spend on cloud computing Which means more money to spend on GPUs The cycle continues $NVDA https://t.co/l11qQ9ISLq"  
[X Link](https://x.com/TylerHardt/status/2021926520168591710)  2026-02-12T12:37Z [----] followers, [---] engagements


"Surprise $META is pulling out all the accounting shenanigans they can to juice earnings to justify their value-Destroying CAPEX bing. Generalissimo Ackman timed his new investment into Meta perfectly 😂 P.S. $GOOG and $ORCL are doing the same thing"  
[X Link](https://x.com/TylerHardt/status/2021936567150096529)  2026-02-12T13:16Z [----] followers, [---] engagements


"Seems problematic. $META 🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing where a special purpose vehicle borrows the money builds the data centers and leases everything back to Meta. https://t.co/GIs0hAu0kM 🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing where a special purpose vehicle borrows the money builds the data centers and leases everything back to"  
[X Link](https://x.com/TylerHardt/status/2021960500389851387)  2026-02-12T14:52Z [----] followers, [---] engagements


"This morning the Call Buyers came in with force to prop up $CVNA. and It did not work. Someone is taking some serious pain on those $355 and $357.50 calls"  
[X Link](https://x.com/TylerHardt/status/2022000368255914099)  2026-02-12T17:30Z [----] followers, [---] engagements


"@firstadopter Probably because $WMT isn't burning a few hundred billion dollars on AI data centers with a negative ROIC like $AMZN"  
[X Link](https://x.com/TylerHardt/status/2022001716716351777)  2026-02-12T17:35Z [----] followers, [----] engagements


"Bitcoin just crashing straight through any kind of support. $BTC $IBIT"  
[X Link](https://x.com/TylerHardt/status/2022002178794410177)  2026-02-12T17:37Z [----] followers, [---] engagements


"BREAKING: NEWS ANCHOR TRIES TO APOLOGIZE TO WIFE LIVE ON AIR @TheJusticeDept"  
[X Link](https://x.com/TylerHardt/status/2022003202422714750)  2026-02-12T17:41Z [----] followers, [---] engagements


"Almost time to reload those $CRWV puts"  
[X Link](https://x.com/TylerHardt/status/2022019821391716446)  2026-02-12T18:47Z [----] followers, [---] engagements


"@gregg_conklin Hey slick that is holdings as of 12/31 and Blackrock is down 27% since then. Also Blackrock doesnt even care because they are a passive index provider. So😂😂😂"  
[X Link](https://x.com/TylerHardt/status/2022068278815076807)  2026-02-12T22:00Z [----] followers, [--] engagements


"@MinotaurStocks What do you think the odds are that Percocet asks anything about DriveTime on the call $CVNA"  
[X Link](https://x.com/TylerHardt/status/2022072464545808760)  2026-02-12T22:16Z [----] followers, [---] engagements


"Ummm all the fintech stocks are crashing because of AI so Fintech companies want to be banks. Banks want to be fintech companies. Fintech companies want to be banks. Banks want to be fintech companies"  
[X Link](https://x.com/TylerHardt/status/2022073707842457965)  2026-02-12T22:21Z [----] followers, [---] engagements


"This is what happens when politicians dabble in business with a wonton disregard for the realities of consumer preferences market economics and the basic laws of physics. $GM $F $STLA"  
[X Link](https://x.com/TylerHardt/status/2022272038367371488)  2026-02-13T11:30Z [----] followers, [---] engagements


"Masa San never learns. Bro is leveraging up $SFTBY to load $60 billion into OpenAI at a ridiculous valuation when there is no viable path to profitability anywhere in sight and $MSFT is tearing ChatGPT out of their Office product because it sucks. https://www.wsj.com/business/earnings/softbank-group-posts-quarterly-profit-on-tech-funds-gains-5106c0d1st=YEDJ2g https://www.wsj.com/business/earnings/softbank-group-posts-quarterly-profit-on-tech-funds-gains-5106c0d1st=YEDJ2g"  
[X Link](https://x.com/TylerHardt/status/2022284644092117478)  2026-02-13T12:20Z [----] followers, [---] engagements


"$BF $BFB crashing on no news. Did some $5 million penny stock put out a press release that they made an AI Bourbon or something This is getting rediculous"  
[X Link](https://x.com/TylerHardt/status/2022328205865370000)  2026-02-13T15:13Z [----] followers, [---] engagements


"@MauiBoyMacro Zuck to his Earnst & Young Auditors. $META"  
[X Link](https://x.com/TylerHardt/status/2022334929846272446)  2026-02-13T15:39Z [----] followers, [--] engagements


"@TheStalwart One of the hallmarks of the post-Covid markets has been a rise in the number of Public Company CEOs who blatently lie to investors on quarterly calls and TV Interviews. Too many CEO's are more willing than ever to abandon moral decorum if it pumps their stock price. $DKNG $TSLA"  
[X Link](https://x.com/TylerHardt/status/2022337366149693925)  2026-02-13T15:49Z [----] followers, [---] engagements


"Why the hell does the US Treasury Secretary need or want the US Dollar fall in value relative to Bitcoin @SecScottBessent @USTreasury $BTC $IBIT $USD BREAKING: TREASURY SECRETARY JUST SAID LIVE ON CNBC THAT #BITCOIN PRICE WILL RECOVER AS SOON AS THE CRYPTO BILL IS PASSED WE NEED TO PASS THE BILL ASAP 🚀 https://t.co/1s2RWyghSv BREAKING: TREASURY SECRETARY JUST SAID LIVE ON CNBC THAT #BITCOIN PRICE WILL RECOVER AS SOON AS THE CRYPTO BILL IS PASSED WE NEED TO PASS THE BILL ASAP 🚀 https://t.co/1s2RWyghSv"  
[X Link](https://x.com/TylerHardt/status/2022346808203292790)  2026-02-13T16:27Z [----] followers, [---] engagements


"Holy Sh*t Jim just called the bottom in Software Buying $CRM $NOW $TYL $MANH $CNSWF $ADBE $INTU $MSFT Software no bottom yet. Home builders and home renovate-- HD--soaring Software no bottom yet. Home builders and home renovate-- HD--soaring"  
[X Link](https://x.com/TylerHardt/status/2018714333715312776)  2026-02-03T15:52Z [----] followers, [---] engagements


"@ConsensusGurus $BLDR is basically homebuilder exposure without the downside of owning tons of land or construction labor challenges. Oh yeah and they have little competition as they are multiple times larger than nearest peer and management uses all the free cash flow to buy back shares"  
[X Link](https://x.com/TylerHardt/status/2020208999673590149)  2026-02-07T18:52Z [----] followers, [--] engagements


"Wow the White House is calling Jamie Dimon a "Criminal". $JPM"  
[X Link](https://x.com/TylerHardt/status/2021993041071157770)  2026-02-12T17:01Z [----] followers, [---] engagements


"@SpecialSitsNews @firstadopter It literally makes no sense. $CHRW is literally the nexus for a Digital Dispatch Platform. It's like an exchange there are network effects between shippers & truckers that can't be Vibe coded away. And it is already AI-powered fully automated load-matching platform"  
[X Link](https://x.com/TylerHardt/status/2022032280093639058)  2026-02-12T19:37Z [----] followers, [---] engagements


"Hey @TgMacro Nice call out on the $BETS short on the pod with Jared. $DKNG getting smoked afterhours"  
[X Link](https://x.com/TylerHardt/status/2022081248773255368)  2026-02-12T22:51Z [----] followers, [---] engagements


"This is ugly. Check out the Bear Hammer on $BROS into resistance with a horrible trending MACD on rising volumes. No position"  
[X Link](https://x.com/TylerHardt/status/2022340023845372406)  2026-02-13T16:00Z [----] followers, [---] engagements


"Its so over. Bro is breaking under the stress of bitcoin collapsing. Total max-pump desperation mode. $MSTR MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak"  
[X Link](https://x.com/TylerHardt/status/2022391333063967019)  2026-02-13T19:24Z [----] followers, [---] engagements


"Just got this email in my inbox. How do you politely say "No f*cking way" $BMNR"  
[X Link](https://x.com/TylerHardt/status/2022398493181264126)  2026-02-13T19:52Z [----] followers, [---] engagements


"I think its fair to say this whole AI is going to destroy every business narrative is getting a little out of hand. @CNBC is literally running a segment on the AI threat to the Recipe business. 🤦🏻♂"  
[X Link](https://x.com/TylerHardt/status/2022414020364636588)  2026-02-13T20:54Z [----] followers, [---] engagements


"Does anyone know why $ACM is crashing this morning on absolutly zero news Is there some new Anthropic realease that eliminated the need for engineers or something"  
[X Link](https://x.com/TylerHardt/status/2021997244522922465)  2026-02-12T17:18Z [----] followers, [---] engagements


"A $6 million Karaoke company known for pumping their stock dropping a press release claiming they vibe coded a AI Logistics ap. 👇 $CHRW $LSTR"  
[X Link](https://x.com/TylerHardt/status/2022314783366656198)  2026-02-13T14:19Z [----] followers, [---] engagements


"Shorts Watching $ENVX stock go up afterhours"  
[X Link](https://x.com/anyuser/status/1876389271206068636)  2025-01-06T22:03Z [----] followers, 10.5K engagements


"If this forecast for HBM memory from Bloomberg Intelligence is even remotely accurate than $MU is worth a whole lot more than $100 per share"  
[X Link](https://x.com/anyuser/status/1878904037460119632)  2025-01-13T20:36Z [----] followers, 433.4K engagements


"Check out the Private Credit exposure to software companies. Whoops $OWL $BX $APO"  
[X Link](https://x.com/TylerHardt/status/2019463399919276445)  2026-02-05T17:29Z [----] followers, [---] engagements


"Great note on the how the Devon / Coterra Merger is Good News for WaterBridge and LandBridge by @310Value $WBI $DVN $CTRA https://open.substack.com/pub/310value/p/the-devon-coterra-merger-is-goodutm_campaign=post&utm_medium=email https://open.substack.com/pub/310value/p/the-devon-coterra-merger-is-goodutm_campaign=post&utm_medium=email"  
[X Link](https://x.com/TylerHardt/status/2019484740865171849)  2026-02-05T18:54Z [----] followers, [---] engagements


"So apparently the new bull case from the $HIMS pumpers is that everything is okay now because the companys new marketing push highlights that $HIMS is selling fake drugs. Marvelous 🚨 BREAKING: $HIMS HAS SCRUBBED ALL "SAME ACTIVE INGREDIENT AS OZEMPIC/WEGOVY" LANGUAGE FROM ITS WEBSITE https://t.co/79rHSea0w2 🚨 BREAKING: $HIMS HAS SCRUBBED ALL "SAME ACTIVE INGREDIENT AS OZEMPIC/WEGOVY" LANGUAGE FROM ITS WEBSITE https://t.co/79rHSea0w2"  
[X Link](https://x.com/TylerHardt/status/2021645898414268838)  2026-02-11T18:01Z [----] followers, [---] engagements


"Just so we are all on the same page yes spirit sales are declining since booming in [----] but it is effectively going back to its long term growth trajectory from before the panic. Since [----] Spirit sales have been far above the prevailing pre-Covid trend line. $DEO $BF $BFB"  
[X Link](https://x.com/TylerHardt/status/2022336328118288593)  2026-02-13T15:45Z [----] followers, [---] engagements


"Umm That happened to the [--] million barrels we were promised @WhiteHouse #OOTT"  
[X Link](https://x.com/TylerHardt/status/2022663524124602678)  2026-02-14T13:25Z [----] followers, [---] engagements


"Here is a chart showing the pace of AI adoption by Industry. And to think there are people out there that are seriously concerned that local municipal employees are going to start using AI to build their own in-house software and get ride of $TYL. Not Gonna Happen Folks"  
[X Link](https://x.com/TylerHardt/status/2007208525567799563)  2026-01-02T21:52Z [----] followers, [---] engagements


"Wow $MSTR just got the @davidfaber treatment from @BeckyQuick Its so over For those not around in [----] this is what Im talking about: https://youtu.be/ovzW_Q2wyoEsi=cx-pUtZwXlhiDquW Holy shit Michael Saylor might actually be done here 😬 Saylor: "If Bitcoin $BTC falls 90% we'll refinance the debt." "Refinance where Michael" Saylor:👀 $MSTR https://t.co/crmUrsShk6 https://youtu.be/ovzW_Q2wyoEsi=cx-pUtZwXlhiDquW Holy shit Michael Saylor might actually be done here 😬 Saylor: "If Bitcoin $BTC falls 90% we'll refinance the debt." "Refinance where Michael" Saylor:👀 $MSTR https://t.co/crmUrsShk6"  
[X Link](https://x.com/TylerHardt/status/2021934045865656550)  2026-02-12T13:06Z [----] followers, [---] engagements


"Ive been trying to put my finger on Elmos obsession with using vision to make FSD work despite [--] years of failure. I thought it could be the original high price of LiDAR combined with stubbornness but it turns out Elmo had the answer all along👇🏼 $TSLA $TLSAQ H/T @rdd147 The most common error of a smart engineer is to optimize a thing that should not exist. Elon Musk https://t.co/s7oPaTzDpw The most common error of a smart engineer is to optimize a thing that should not exist. Elon Musk https://t.co/s7oPaTzDpw"  
[X Link](https://x.com/TylerHardt/status/2022661319250620562)  2026-02-14T13:16Z [----] followers, [---] engagements


"Just wait the guys at $OWL starting marking these loans correctly. Ouch. $OTF Private lenders holding $100 billion in software loans are nervous The selloff reflects a deepening anxiety over exposure to a sector currently being upended by artificial intelligence. Fears of disruption have rattled credit globally prompting software loans in the https://t.co/ptyQMgldil Private lenders holding $100 billion in software loans are nervous The selloff reflects a deepening anxiety over exposure to a sector currently being upended by artificial intelligence. Fears of disruption have rattled credit"  
[X Link](https://x.com/TylerHardt/status/2018706949139734581)  2026-02-03T15:23Z [----] followers, [---] engagements


"Financial software companies got rocked last week because of a Claude Plugin on Cowork that can analyze financial data for companies. But the first warning from Anthropic literally says dont use Cowork on your financial files. $FDS $FIS $INTU $TYL $SPGI $ORCL"  
[X Link](https://x.com/TylerHardt/status/2020232522928648598)  2026-02-07T20:25Z [----] followers, [----] engagements


"@MacroEdgeRes But the same administration allowed all the brokers to merge into one giant company $COMP"  
[X Link](https://x.com/TylerHardt/status/2020233105408188887)  2026-02-07T20:28Z [----] followers, [---] engagements


"@QTRResearch They are starting to buy the $340 and $330 strikes now too. $CVNA They are really pushing it down now. Somebody knows something"  
[X Link](https://x.com/TylerHardt/status/2021630218105237959)  2026-02-11T16:59Z [----] followers, 32.8K engagements


"$ZTS Here is a company that is a compounder with 40% op margins and mid 20% ROIC with a deep pipeline of new vet animal drugs that for some reason has sold off to new low and its lowest valuation in [--] years. Company just dropped improving forecast. Seems compelling"  
[X Link](https://x.com/TylerHardt/status/2021925844491329618)  2026-02-12T12:34Z [----] followers, [---] engagements


"Has anyone checked in on Tom Lee lately $BMNR"  
[X Link](https://x.com/TylerHardt/status/2022004169801109591)  2026-02-12T17:45Z [----] followers, [----] engagements


"@ParrotCapital Wait to they find out they printed Billions of Tether out of thin air with no reserves and just bought Bitcoin with it to cash out on the fraud"  
[X Link](https://x.com/TylerHardt/status/2022006125701607651)  2026-02-12T17:53Z [----] followers, [----] engagements


"@TheStalwart You should see $ARKK. Impressively she did this with a diversified portfolio and now its happening again"  
[X Link](https://x.com/TylerHardt/status/2022293459021734211)  2026-02-13T12:55Z [----] followers, [----] engagements


"Wow an aggressive move from the UBS analyst. Starting to wonder if $GNRC is the next AI Datacenter beneficiary. Stock boomed yesterday with a stagnant demand in main product Home Standyby Generators"  
[X Link](https://x.com/TylerHardt/status/2022313521317314801)  2026-02-13T14:14Z [----] followers, [---] engagements


"When consumers are under so much pressure that they start deferring spending on their beloved pets you know things are getting bad out there. Yesterday $ZTS highlighted that the Vet channel is slowing while the pet urgent care is increasing. @DiMartinoBooth"  
[X Link](https://x.com/TylerHardt/status/2022329894194258405)  2026-02-13T15:19Z [----] followers, [----] engagements


"@Convertbond Those buybacks drove around 2% of the Mag7 EPS growth which was 17% last year (excluding $TSLA where EPS was falling). If 12% of the EPS growth engine good poof shouldnt the multiple treated down by a similar amount $QQQ"  
[X Link](https://x.com/TylerHardt/status/2022651122461343897)  2026-02-14T12:36Z [----] followers, [---] engagements


"Wow for once I actually agree with Dan Ives. I guess hell has frozen over. $CRM $NOW"  
[X Link](https://x.com/TylerHardt/status/2022651563618279907)  2026-02-14T12:38Z [----] followers, [---] engagements


"If you think Crypto and Prediction market fraud is running rampant here is why: According to @barronsonline all of the trial attorneys in the @CFTC Enforcement Division have been let go at the same time the agency is expanding its scope to regulate the Crypto Firms and Prediction markets. #GoldenAgeOfFraud $COIN $HOOD $CME $DKNG https://twitter.com/i/web/status/2022658481380106365 https://twitter.com/i/web/status/2022658481380106365"  
[X Link](https://x.com/TylerHardt/status/2022658481380106365)  2026-02-14T13:05Z [----] followers, [---] engagements


"$GOOG $MSFT $AMZN $ORCL $META $CRWV bagholdersI mean investors you should probably read this👇🏼 Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering"  
[X Link](https://x.com/TylerHardt/status/2022665068425712022)  2026-02-14T13:31Z [----] followers, [---] engagements


"Just so we are all on the same page. In [----] $GOOG $AMZN $META $MSFT & $ORCL generated $250 billion in Free Cash Flow. Most went to share repo. In [----] it is estimated that these [--] companies will need to raise $250 billion in debt to fund their cash flow deficits. @TheStalwart"  
[X Link](https://x.com/TylerHardt/status/2022740257301762557)  2026-02-14T18:30Z [----] followers, [---] engagements


"@Mike_Taylor1972 @StockTrader_Max I dig the new profile pic"  
[X Link](https://x.com/TylerHardt/status/2022776957314748530)  2026-02-14T20:56Z [----] followers, [--] engagements

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