# ![@buccocapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1398828682828038146.png) @buccocapital BuccoCapital Bloke

There are growing concerns about Amazon's ($amzn) leadership and management practices, with some investors and employees criticizing the company's decision to cut [------] jobs and require a return to office work. Meanwhile, other tech giants like Google ($googl) and OpenAI are making significant moves, with Google's partnership with OpenAI and its suite of products posing a competitive threat to other companies. The market is also reacting to earnings reports and partnerships, with some stocks experiencing significant fluctuations.

### Engagements: [-------] [#](/creator/twitter::1398828682828038146/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1398828682828038146/c:line/m:interactions.svg)

- [--] Week [---------] +125%
- [--] Month [----------] +53%
- [--] Months [----------] -28%
- [--] Year [-----------] +11%

### Mentions: [---] [#](/creator/twitter::1398828682828038146/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1398828682828038146/c:line/m:posts_active.svg)

- [--] Week [---] no change
- [--] Month [---] +48%
- [--] Months [-----] +64%
- [--] Year [-----] +101%

### Followers: [-------] [#](/creator/twitter::1398828682828038146/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1398828682828038146/c:line/m:followers.svg)

- [--] Week [-------] +0.76%
- [--] Month [-------] +2.10%
- [--] Months [-------] +16%
- [--] Year [-------] +46%

### CreatorRank: [------] [#](/creator/twitter::1398828682828038146/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1398828682828038146/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  20.61% [stocks](/list/stocks)  #4955 [finance](/list/finance)  17.11% [social networks](/list/social-networks)  4.39% [cryptocurrencies](/list/cryptocurrencies)  1.75% [countries](/list/countries)  1.32% [automotive brands](/list/automotive-brands)  0.44% [celebrities](/list/celebrities)  0.44% [exchanges](/list/exchanges)  0.44%

**Social topic influence**
[ai](/topic/ai) #2473, [business](/topic/business) #1867, [ceo](/topic/ceo) 3.51%, [stocks](/topic/stocks) 3.51%, [up to](/topic/up-to) #1005, [open ai](/topic/open-ai) #3125, [if you](/topic/if-you) #4342, [in the](/topic/in-the) 3.07%, [$googl](/topic/$googl) 3.07%, [money](/topic/money) 2.63%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@midnight_captl](/creator/undefined) [@saynototrading](/creator/undefined) [@dalibali2](/creator/undefined) [@bullandbaird](/creator/undefined) [@william_r2rclub](/creator/undefined) [@grainsurgeon](/creator/undefined) [@lizsimmie](/creator/undefined) [@s77nu](/creator/undefined) [@bucketshopcap](/creator/undefined) [@makeusavat](/creator/undefined) [@tracknumber06](/creator/undefined) [@xyzdkfe](/creator/undefined) [@taobanker](/creator/undefined) [@rhouseresearch](/creator/undefined) [@pythiar](/creator/undefined) [@chiwizardry](/creator/undefined) [@contrariancurse](/creator/undefined) [@groditid](/creator/undefined) [@thogge](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Shopify Inc (SHOP)](/topic/$shop) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Now Coin (NOW)](/topic/$now) [WIX.com Ltd. (WIX)](/topic/$wix) [AppLovin Corporation (APP)](/topic/applovin) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Helium IOT (IOT)](/topic/$iot) [Toast, Inc. (TOST)](/topic/$tost) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [ServiceNow Inc (NOW)](/topic/servicenow) [Dave Inc. (DAVE)](/topic/dave-inc) [Solana (SOL)](/topic/solana) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Netflix Inc (NFLX)](/topic/$nflx) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This is exactly wrong Alex is a ZIRP phenomenon. He has never struggled in his life. He went to Middlebury College and grew up in Wilton Connecticut Jimmy will shove your email newsletters right into your asshole if you try to destroy his business"  
[X Link](https://x.com/buccocapital/status/1652463892612673536)  2023-04-30T00:04Z 173K followers, 173.8K engagements


"No Bond movie in [--] years. Not even a concept or a script Why Barbara Broccoli thinks the people at Amazon are fucking idiots"  
[X Link](https://x.com/anyuser/status/1873166590226907326)  2024-12-29T00:38Z 173K followers, 1.8M engagements


"Software developer job postings over the last five years Hard to find a crazier chart"  
[X Link](https://x.com/anyuser/status/1889816113246314932)  2025-02-12T23:17Z 173K followers, 2.8M engagements


"Every day it looks more and more like we created generational winners and losers based on whether you owned a home before [----]. Dumb. Broken"  
[X Link](https://x.com/anyuser/status/1924226876613984702)  2025-05-18T22:13Z 173K followers, 1.6M engagements


"Alex Karp CEO of Palantir ranting on CNBC about short-sellers destroying American businesses so they can fund their cocaine habits"  
[X Link](https://x.com/buccocapital/status/1767951538297676251)  2024-03-13T16:31Z 172.8K followers, 966.9K engagements


"New Mag 7: - Rheinmetall (German arms manufacturer) - Solana (VC bailout shitcoin) - Palantir (Salesforce for murdering people) - Hims ( DTC dick pills) - Dave Inc (Its a neobank named Dave) - All new appliances + vehicles purchased before the tariffs - Gold"  
[X Link](https://x.com/buccocapital/status/1896622193741889973)  2025-03-03T18:02Z 172.6K followers, 148.8K engagements


"The coordinated pumping of $OSCR by retail Twitter accounts led their followers to slaughter. Down 40% in the last three weeks. Careful out there"  
[X Link](https://x.com/buccocapital/status/1947637264227397804)  2025-07-22T12:38Z 172.8K followers, 198.3K engagements


"Coursera up 25% post-earnings and a double from the lows as the market realizes AI is a tailwind not a headwind What are other businesses with this dynamic GOOGL UBER GTLB maybe PINS stand out to me. Who else"  
[X Link](https://x.com/buccocapital/status/1948720831057563663)  2025-07-25T12:23Z 172.7K followers, 71.8K engagements


"Microsoft and Walmart both had lost decades where their stocks were flat only to experience a re-founding and explosive returns There was enormous latent value waiting to be unlocked What are potential candidates for this today Disney is one. Intel is another. Who else"  
[X Link](https://x.com/buccocapital/status/1997495474887028832)  2025-12-07T02:36Z 172.6K followers, 155.4K engagements


"@lighthousejerry Hmmm. Should I rotate my Google into Mexican cement"  
[X Link](https://x.com/buccocapital/status/2004977119924027872)  2025-12-27T18:06Z 172.1K followers, [----] engagements


"$TEAM tomorrow on the AM puke"  
[X Link](https://x.com/buccocapital/status/2013299088112951706)  2026-01-19T17:14Z 171.7K followers, 37K engagements


"SBC is irrelevant to the software convo [--]. Nobody mentions SBC until stocks go down [--]. They dont care when stocks go up [--]. AI is killing software or it isnt [--]. If AI kills software SBC doesnt matter [--]. If AI isnt killing software stocks go back up. SBC doesnt matter"  
[X Link](https://x.com/buccocapital/status/2014400529644892635)  2026-01-22T18:11Z 172.8K followers, 117.1K engagements


"Lot of stocks across multiple industries have gone down 1-2% every single day for [--] days in a row Should make for an interesting earnings season"  
[X Link](https://x.com/buccocapital/status/2016226035419726308)  2026-01-27T19:05Z 172.1K followers, 95.3K engagements


"Ok now send software back to zero Now make them think software isnt dead https://t.co/dZEuQ0zGxT Now make them think software isnt dead https://t.co/dZEuQ0zGxT"  
[X Link](https://x.com/buccocapital/status/2016229613408485857)  2026-01-27T19:19Z 171.8K followers, 71.3K engagements


"$4.8B market cap Up 10% $WIX AUTHORIZED A NEW $2B BUYBACK PROGRAM OVER THE NEXT TWO YEARS $WIX AUTHORIZED A NEW $2B BUYBACK PROGRAM OVER THE NEXT TWO YEARS"  
[X Link](https://x.com/buccocapital/status/2016494976260043225)  2026-01-28T12:54Z 172.1K followers, 116.8K engagements


"$NOW earnings response is justnot a good sign for software"  
[X Link](https://x.com/buccocapital/status/2016674824718872590)  2026-01-29T00:48Z 172.5K followers, 85.9K engagements


"I am not saying to buy software. But I am saying if you have duration you have an advantage on this one. Unless it all goes to zero of course"  
[X Link](https://x.com/buccocapital/status/2016947507553575107)  2026-01-29T18:52Z 172.8K followers, 53.5K engagements


"@cap_zay Its a rotation out of everything everyone here owns into the things none of them own (except for the capex gigabulls)"  
[X Link](https://x.com/buccocapital/status/2017319103640297500)  2026-01-30T19:28Z 172K followers, 10.3K engagements


"https://www.a16z.news/p/leaders-gainers-and-unexpected-winners https://www.a16z.news/p/leaders-gainers-and-unexpected-winners"  
[X Link](https://x.com/buccocapital/status/2017603877969760659)  2026-01-31T14:20Z 172.5K followers, 12.8K engagements


"@taobanker Reels engagement vs NFLX engagement should make people nervous here. Im not sure NFLX is the ai-slop-safe-haven they are holding themselves up to be YouTube is a juggernaut Why did NFLX feel such urgency to accelerate the end game w/ WBD acquisition"  
[X Link](https://x.com/buccocapital/status/2017614764306727402)  2026-01-31T15:03Z 172.7K followers, 12.3K engagements


"@evrgn11112231 @MDD_IRR No youre not. Buy Adobe then"  
[X Link](https://x.com/buccocapital/status/2017663988138455106)  2026-01-31T18:19Z 172.1K followers, [---] engagements


"@RHouseResearch Is this the right way to think about it They need OpenAI to keep fighting. Of course they are making the investment. Its existential"  
[X Link](https://x.com/buccocapital/status/2017775875459023254)  2026-02-01T01:43Z 172.7K followers, [----] engagements


"@HedgeyeComm Do you mean these companies specifically or that you think the concept of needing to collaborate across an organization digitally will disappear"  
[X Link](https://x.com/buccocapital/status/2017932132392263884)  2026-02-01T12:04Z 172.6K followers, 14.9K engagements


"@P_Remarks Google/Anthropic winning is actually very bad for the market"  
[X Link](https://x.com/buccocapital/status/2018412672685912463)  2026-02-02T19:54Z 171.6K followers, 15.4K engagements


"Who would subject themselves to having their stock gunned up and down 50% between quarters unless they had to And increasingly you dont have to Being public is now a distraction and a hindrance to building a business. Being private is a competitive advantage Why dont private companies want to go public Figma. Why dont private companies want to go public Figma"  
[X Link](https://x.com/buccocapital/status/2018477091768140270)  2026-02-03T00:10Z 172.8K followers, 107.8K engagements


"@matt_slotnick Nah its that the labs can hypothetically one-shot you so why stand in front of that train. Why express short AI in the marketplace"  
[X Link](https://x.com/buccocapital/status/2018717125918048318)  2026-02-03T16:04Z 172.8K followers, 19.5K engagements


"They think they are safe in Shopify. We will see They think they are safe in Shopify. We will see"  
[X Link](https://x.com/buccocapital/status/2018730122958758040)  2026-02-03T16:55Z 172.4K followers, 31.4K engagements


"Vaporized by AI Dev Kantesarias Stock Portfolio: https://t.co/wcgkq79dOm Dev Kantesarias Stock Portfolio: https://t.co/wcgkq79dOm"  
[X Link](https://x.com/buccocapital/status/2018814071118963078)  2026-02-03T22:29Z 172.7K followers, 89.9K engagements


"Voting machine thinks so. Well see what the weighing machine decides"  
[X Link](https://x.com/buccocapital/status/2018814300346093668)  2026-02-03T22:30Z 172.3K followers, 15.1K engagements


"@Cashflow_Cowboy Bitter from losing to software for [--] years. Feels good for it to blow up in the end (for now)"  
[X Link](https://x.com/buccocapital/status/2018824987902156842)  2026-02-03T23:12Z 172.7K followers, 10.5K engagements


"You are sheltering equities with no terminal value when the marginal cost of intelligence goes to zero are you not"  
[X Link](https://x.com/buccocapital/status/2018827394774352012)  2026-02-03T23:22Z 172.8K followers, 114.7K engagements


"@WaterworldCapi1 @DeItaone @PythiaR These fucking Amazon guys refuse to pump their stock and it drives me nuts. Just say youre gonna bring AWS to space next year. Its not that hard"  
[X Link](https://x.com/buccocapital/status/2018843270743269475)  2026-02-04T00:25Z 171.6K followers, [---] engagements


"Its almost time. Are you ready Will you have the courage @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser"  
[X Link](https://x.com/buccocapital/status/2018847372747395165)  2026-02-04T00:41Z 172.8K followers, 90K engagements


"@btcszn7 Sure was. You dont see me deleting it do you It was wrong and you have to admit when youre wrong quickly and get out"  
[X Link](https://x.com/buccocapital/status/2018860504891154666)  2026-02-04T01:33Z 171.6K followers, [----] engagements


"Im fairly concentrated in big tech and I think you need to at least *consider the possibility* that Trump tapped a domino that has structurally damaged their TAM One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://t.co/jXwWS826Jo https://t.co/SOsEc1MrPN One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits."  
[X Link](https://x.com/buccocapital/status/2019023211850346715)  2026-02-04T12:20Z 172.8K followers, 334.4K engagements


"Heres another one. France seeking digital autonomy from the US. I think this is a real trend https://www.zdnet.com/article/france-dumps-teams-zoom-digital-sovereignty-replacement/ https://www.zdnet.com/article/france-dumps-teams-zoom-digital-sovereignty-replacement/"  
[X Link](https://x.com/buccocapital/status/2019023677069922745)  2026-02-04T12:22Z 172.8K followers, 30.4K engagements


"If AI actually vaporizes the entire digital economy that is very bad actually Expect it to be front and center for [--] election"  
[X Link](https://x.com/buccocapital/status/2019073289348329512)  2026-02-04T15:39Z 172.8K followers, 51.5K engagements


"@theloaner11 Its literally just a question and Im curious what people think"  
[X Link](https://x.com/buccocapital/status/2019202991371469020)  2026-02-05T00:14Z 171.8K followers, [----] engagements


"@chiwizardry Big layoffs"  
[X Link](https://x.com/buccocapital/status/2019396446701908444)  2026-02-05T13:03Z 172.1K followers, [----] engagements


"@chiwizardry I dont think vibe coding is the bear case. But all separate from the fact that every software company needs to run leaner and bring down SBC. IMHo there will be industry-wide layoffs"  
[X Link](https://x.com/buccocapital/status/2019397340621107513)  2026-02-05T13:06Z 171.8K followers, [----] engagements


"$NOW partnered with OpenAI and then OpenAI immediately turned around and took a bit of NOWs lunch The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things. Today we are launching Frontier a new platform to enable these companies. The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things. Today we are launching Frontier a new platform to enable these companies"  
[X Link](https://x.com/buccocapital/status/2019447584226484626)  2026-02-05T16:26Z 172.7K followers, 98.9K engagements


"A lot of people taking this post seriously. But I ask youare they taking it seriously enough"  
[X Link](https://x.com/buccocapital/status/2019488309861355853)  2026-02-05T19:08Z 172.7K followers, 23.4K engagements


"Another absolutely eye-popping guide and all the capex names are down big How isnt this the top of the capex trade What is there left to spend Plus someone is going to lose or tap out right Open to how this is wrong How isnt this the top of the capex trade What is there left to spend Plus someone is going to lose or tap out right Open to how this is wrong"  
[X Link](https://x.com/buccocapital/status/2019545902080487904)  2026-02-05T22:57Z 171.6K followers, 48.7K engagements


"@ContrarianCurse No but I would say what they are proposing isn't any better https://x.com/buccocapital/status/2019598551228223526s=20 Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter https://t.co/HBhP2l5Owf https://x.com/buccocapital/status/2019598551228223526s=20 Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No"  
[X Link](https://x.com/buccocapital/status/2019599937936257432)  2026-02-06T02:32Z 172.1K followers, [----] engagements


"@ContrarianCurse I'm not saying they will succeed I'm just saying they are being incredibly clear and explicit that they intend to layer and steal the customer and the economic value"  
[X Link](https://x.com/buccocapital/status/2019600884184055997)  2026-02-06T02:35Z 172K followers, [---] engagements


"@kmad The market is voting that they are right. TBD"  
[X Link](https://x.com/buccocapital/status/2019602954731548898)  2026-02-06T02:44Z 172.5K followers, [----] engagements


"@GRoditiD Salesforce already well on their way here. Well not the price cuts 😂"  
[X Link](https://x.com/buccocapital/status/2019608593964888196)  2026-02-06T03:06Z 172.7K followers, [----] engagements


"I bought some $SHOP because it would be funny if investing was this easy"  
[X Link](https://x.com/buccocapital/status/2019746529813090507)  2026-02-06T12:14Z 172.8K followers, 13K engagements


"@alexiskold Vibe coding is not the bear case"  
[X Link](https://x.com/buccocapital/status/2019947289255743639)  2026-02-07T01:32Z 172.4K followers, [----] engagements


"@taobanker Increasingly AI garbage"  
[X Link](https://x.com/buccocapital/status/2020205501955338570)  2026-02-07T18:38Z 172.6K followers, [----] engagements


"@OnodaCapital @pekwat I would pay good money to watch them IPO"  
[X Link](https://x.com/buccocapital/status/2020207717147898344)  2026-02-07T18:47Z 172.6K followers, [---] engagements


"@firstadopter Search is literally accelerating Your pick for the year Microsoft is facing deeper and more existential disruption risk than Google Be serious for a single minute"  
[X Link](https://x.com/buccocapital/status/2020313580181028883)  2026-02-08T01:47Z 172.8K followers, 17.9K engagements


"@adamac Too much imo. But 3040% at least"  
[X Link](https://x.com/buccocapital/status/2020566774354182201)  2026-02-08T18:33Z 172.7K followers, [----] engagements


"@thogge In fact it would accelerate"  
[X Link](https://x.com/buccocapital/status/2021265429381992846)  2026-02-10T16:50Z 172.9K followers, [----] engagements


"Two companies Ill never own. I literally refuse to research them. Everything I know has been forced upon me. Ill just have to make my money some other way: [--]. Applovin: Stupid fucking name for a company [--]. Constellation Software: Insufferable Canadian shareholders"  
[X Link](https://x.com/buccocapital/status/2013801893730955732)  2026-01-21T02:32Z 173K followers, 70.2K engagements


"The bull case for Netflix is that literally everyone else in the sports media streaming television and entertainment industries are literally the dumbest fucking people in the world"  
[X Link](https://x.com/buccocapital/status/2020699724844847576)  2026-02-09T03:22Z 173K followers, 170.8K engagements


"https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/buccocapital/status/2021573353098613051)  2026-02-11T13:13Z 173K followers, 127.2K engagements


"Many software executives have pulled out tens/hundreds of millions of dollars from these businesses over the last decade. As is their right Almost none have even committed to pausing their sales. Basically zero of them are buying in the open market Speaks volumes"  
[X Link](https://x.com/buccocapital/status/2022126777590853922)  2026-02-13T01:52Z 173K followers, 94.1K engagements


"Legal: We are now obligated to post salary bands on every job HR: No problem"  
[X Link](https://x.com/anyuser/status/1813756533769122096)  2024-07-18T02:03Z 173K followers, 471.7K engagements


"We had a good thing you stupid son of a bitch. We had neighbors who liked us. We had cheap goods and labor. We were the reserve currency. You just needed to shrink the budget. It was perfect. But no you just had to blow it up. You and your pride and your tariffs"  
[X Link](https://x.com/anyuser/status/1905679984259199002)  2025-03-28T17:54Z 173K followers, 852.6K engagements


"We had a good thing"  
[X Link](https://x.com/anyuser/status/1907752589896094003)  2025-04-03T11:10Z 173K followers, 1M engagements


"RIP to a legend BREAKING: FedEx founder and billionaire Fred Smith passes away at [--] years old BREAKING: FedEx founder and billionaire Fred Smith passes away at [--] years old"  
[X Link](https://x.com/anyuser/status/1936806001191108790)  2025-06-22T15:18Z 173K followers, 18.8M engagements


"Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter"  
[X Link](https://x.com/buccocapital/status/2019598551228223526)  2026-02-06T02:26Z 173K followers, 161.6K engagements


"Unless you have $5M+ AI is already good enough to be your financial advisor. Even then its probably good enough Try it. Share net worth where/how youve allocated assets what your goals are. Ask it to analyze and identify opportunities for improvement. Stress test different scenarios It gets basically everything right. Which tax advantaged accounts to use. Whether and which trusts to set up based on federal and state variables. Yup estate planning advice too Really remarkable. And speaks to the fact that even if the models dont improve what we have today is going to totally transform white"  
[X Link](https://x.com/buccocapital/status/2021290232205676944)  2026-02-10T18:28Z 173K followers, 417.4K engagements


"$2T capex for this btw"  
[X Link](https://x.com/buccocapital/status/2021322380950290648)  2026-02-10T20:36Z 173K followers, 232.9K engagements


"Guy who works at Palantir but draws the line at working with ICE SCOOP: Tensions at Palantir have grown in recent weeks over the company's work with ICE. On Friday CEO Alex Karp tried to calm concerns in an hourlong video that offered few specificsinstead offering NDAs to workers who want to understand how it's empowering ICE. https://t.co/Av79tCEzAZ SCOOP: Tensions at Palantir have grown in recent weeks over the company's work with ICE. On Friday CEO Alex Karp tried to calm concerns in an hourlong video that offered few specificsinstead offering NDAs to workers who want to understand how"  
[X Link](https://x.com/buccocapital/status/2021339816286380432)  2026-02-10T21:45Z 173K followers, 245.2K engagements


"I think @MrMojoRisinX nailed it Lets see some folks step up to the plate https://x.com/MrMojoRisinX/status/2021940734446678371s=20 Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive looking in the rearview mirror. Were at the point where the person tailing you is experiencing road rage in traffic (not my driving) when in https://x.com/MrMojoRisinX/status/2021940734446678371s=20 Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive"  
[X Link](https://x.com/buccocapital/status/2022127307025170795)  2026-02-13T01:54Z 173K followers, 40.8K engagements


"@jasonlk Agree. Only two ways our IMHO https://x.com/buccocapital/status/2021929097740304480s=20 Nonzero chance these SaaS names chop for years. Companies have put up results that show zero - literally zero - impact from AI But there is no valuation support and you cant disprove a negative (youre just not deadyet) Two ways out: [--]. Accelerate [--]. Become quite profitable https://x.com/buccocapital/status/2021929097740304480s=20 Nonzero chance these SaaS names chop for years. Companies have put up results that show zero - literally zero - impact from AI But there is no valuation support and you"  
[X Link](https://x.com/buccocapital/status/2022341621682188761)  2026-02-13T16:06Z 173K followers, [---] engagements


"People who put Ex: Previous Company in their LinkedIn profiles tend to be the most exhausting people to work with"  
[X Link](https://x.com/buccocapital/status/1695480294130811330)  2023-08-26T16:56Z 173K followers, 198.5K engagements


"Theres a house in my town that has three (3) Land Rover Defenders in their driveway At first I thought it was like a little dumb posse of friends but now Ive seen it a few times and I think they own three Defenders Embarrassing"  
[X Link](https://x.com/buccocapital/status/1708227404466995501)  2023-09-30T21:08Z 173K followers, 98.4K engagements


"A billion dollars isnt cool You know whats cool A billion dollar house"  
[X Link](https://x.com/buccocapital/status/1717972835757404484)  2023-10-27T18:33Z 173K followers, 171.7K engagements


"Paycom down -40% Turns out refusing to explain why you had a bad quarter is not a good strategy Paycom earnings call is laugh out loud funny Never seen a more bewildered set of analysts or a more obstinate CEO in the face of such a poopy quarter (-32%) Analyst 1: Is it this Or this Chad: No. Also no Analyst 2: How about this Or this Chad: Also no to you. No again https://t.co/QVfLeRseGb Paycom earnings call is laugh out loud funny Never seen a more bewildered set of analysts or a more obstinate CEO in the face of such a poopy quarter (-32%) Analyst 1: Is it this Or this Chad: No. Also no"  
[X Link](https://x.com/buccocapital/status/1719706483531600350)  2023-11-01T13:22Z 173K followers, 71.7K engagements


"Cool analysis of the Risk v. Reward of joining a startup at different stages The Answer:"  
[X Link](https://x.com/buccocapital/status/1719760723360809445)  2023-11-01T16:58Z 173K followers, 51.6K engagements


"Bourdain was the best of us Frequently Ive come to regret things Ive said. This from [----] is not one of those times: https://t.co/1NiHlupJkL Frequently Ive come to regret things Ive said. This from [----] is not one of those times: https://t.co/1NiHlupJkL"  
[X Link](https://x.com/buccocapital/status/1730213271544660354)  2023-11-30T13:12Z 173K followers, 67.9K engagements


"$CRM -17% Turns out this was a bad strategy"  
[X Link](https://x.com/buccocapital/status/1795941338350825547)  2024-05-29T22:12Z 173K followers, 163.8K engagements


"The most bitter people youll ever meet are white-collar workers in their late 30s who took gifted classes in elementary school and AP classes in high school got [---] GPAs in college and now make $150-200k in corporate middle-management jobs after failing to develop the The most bitter people youll ever meet are white-collar workers in their late 30s who took gifted classes in elementary school and AP classes in high school got [---] GPAs in college and now make $150-200k in corporate middle-management jobs after failing to develop the"  
[X Link](https://x.com/buccocapital/status/1904293043987001423)  2025-03-24T22:03Z 173K followers, 800.3K engagements


"So the common consensus is that: - everything not related to AI is in a recession - which gives the Fed coverage to cut into an already frothy market - which is going to cause stocks to go parabolic - so buy stocks before they go parabolic Got it. Good luck to all"  
[X Link](https://x.com/buccocapital/status/1980385875927470110)  2025-10-20T21:29Z 173K followers, 67.9K engagements


"Fuck it back in Intel at $24.90. Trump is obviously gonna manipulate the shit out of this thing Fuck it back in Intel at $24.90. Trump is obviously gonna manipulate the shit out of this thing"  
[X Link](https://x.com/buccocapital/status/1981458134108455089)  2025-10-23T20:30Z 173K followers, 280.3K engagements


"Amer Sports : +110% SP500: +36% Did I actually go long No. Idiot"  
[X Link](https://x.com/buccocapital/status/1985418441998598154)  2025-11-03T18:46Z 173K followers, 36.1K engagements


"All the bad stocks in my portfolio are just one Indian CEO away from being ten baggers"  
[X Link](https://x.com/buccocapital/status/1998236438815809732)  2025-12-09T03:41Z 173K followers, 310.2K engagements


"Ironically (and quite unfortunately) for the people complaining about an AI bubble the bubble that actually popped was quality compounders trading at 50x NTM earnings"  
[X Link](https://x.com/buccocapital/status/1998881177135100021)  2025-12-10T22:23Z 172.9K followers, 73.5K engagements


"Think @edsim nailed this: Most enterprise systems were built to store records. They were never designed to capture decision logic as it unfolds. That gap is now becoming the bottleneck for AI adoption. Who will win the right to be the context layer/system of record for Enterprise context Thats the trillion dollar question https://twitter.com/i/web/status/2004994693134795094 https://twitter.com/i/web/status/2004994693134795094"  
[X Link](https://x.com/buccocapital/status/2004994693134795094)  2025-12-27T19:16Z 173K followers, 53.2K engagements


"The worst thing you can do in this market is make an acquisition The market will shoot your stock in the face over and over and over because you have admitted that you suck and need to buy something to not suck Thanks for coming to my TED talk What's going on https://t.co/1djE6UqTUj What's going on https://t.co/1djE6UqTUj"  
[X Link](https://x.com/buccocapital/status/2009763557743763567)  2026-01-09T23:05Z 173K followers, 161.3K engagements


"$AXON $TOST $IOT all held up well today All have hardware. All serve end users who wont be replaced by LLMs"  
[X Link](https://x.com/buccocapital/status/2011599588827058351)  2026-01-15T00:41Z 173K followers, 43.8K engagements


"@akramsrazor This is why software keeps going down lol. ShitCo sells off. Everyone looks at other companies and says well if A is worth B then C cannot be worth D. Doom loop"  
[X Link](https://x.com/buccocapital/status/2011894008898007164)  2026-01-15T20:11Z 173K followers, 44.4K engagements


"@SayNoToTrading Whats not to like besides the valuation Ton of tailwinds for them. I suppose you could argue that AI means theyll need to drop their prices to fight off cheaper alternatives"  
[X Link](https://x.com/buccocapital/status/2012335579908694174)  2026-01-17T01:26Z 173K followers, [----] engagements


"Agentic coding is causing an explosion in app creation Incredibly bullish for GOOGL and META. Get ready to pay the CAC tax"  
[X Link](https://x.com/buccocapital/status/2014328257173242348)  2026-01-22T13:24Z 173K followers, 308.4K engagements


"@dalibali2 Yeah thats a combo of [--] [--] and [--]. Basically youll have [---] options to pick from so why would you subject yourself to being chiseled by your SOR for some dumb add-on"  
[X Link](https://x.com/buccocapital/status/2015608813064171842)  2026-01-26T02:12Z 173K followers, [----] engagements


"@dalibali2 You have to believe they can somehow lock down the context/maintain data gravity to keep their pricing power. TBD"  
[X Link](https://x.com/buccocapital/status/2015609024121540874)  2026-01-26T02:13Z 172.9K followers, [----] engagements


"Finally got around to the $NOW call. This made me laugh You can give us the market cap back"  
[X Link](https://x.com/buccocapital/status/2016704615199154287)  2026-01-29T02:47Z 173K followers, 120.5K engagements


"Oh my @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser"  
[X Link](https://x.com/buccocapital/status/2016893373165011282)  2026-01-29T15:17Z 173K followers, 123.2K engagements


"What you are watching is a complete loss of confidence and total capitulation on an entire business model by people who cant afford to be wrong on a one year timeframe These buyers have decided its too hard and therefore theyre out"  
[X Link](https://x.com/buccocapital/status/2016947506366628081)  2026-01-29T18:52Z 173K followers, 253.1K engagements


"Adobe has the opportunity to do the funniest thing"  
[X Link](https://x.com/buccocapital/status/2016991374038462841)  2026-01-29T21:46Z 173K followers, 730.5K engagements


"Guys what are we doing here We doing this again If MSFT is screwed every software company is a [--]. The AI trade is done too I cant wait to buy this dip. Lag [--] baby. Let the hate flow. Claude will eat them. Google will eat them. Fire Satya Fire Satya See you in the 300s"  
[X Link](https://x.com/buccocapital/status/2017049912240635945)  2026-01-30T01:39Z 173K followers, 135.9K engagements


"The funny part of all this is ServiceNows retention went back UP from 97% to 98%"  
[X Link](https://x.com/buccocapital/status/2017275431750087159)  2026-01-30T16:35Z 173K followers, 39.7K engagements


"DOOM LOOP @akramsrazor This is why software keeps going down lol. ShitCo sells off. Everyone looks at other companies and says well if A is worth B then C cannot be worth D. Doom loop @akramsrazor This is why software keeps going down lol. ShitCo sells off. Everyone looks at other companies and says well if A is worth B then C cannot be worth D. Doom loop"  
[X Link](https://x.com/buccocapital/status/2017284365038837826)  2026-01-30T17:10Z 173K followers, 31.2K engagements


"You should have just put it all in GOOGL Hit me with the harshest reality truth. https://t.co/fgIWAtqP4u Hit me with the harshest reality truth. https://t.co/fgIWAtqP4u"  
[X Link](https://x.com/buccocapital/status/2017293416413970666)  2026-01-30T17:46Z 173K followers, 90.9K engagements


"Atta boy Jamie"  
[X Link](https://x.com/buccocapital/status/2017301216456253663)  2026-01-30T18:17Z 173K followers, 328.3K engagements


"So youre saying SBC is going to come down because software companies will need fewer employees Revenue per employee up 75% for the top decile of AI/software companies in [----]. Probably doesnt slow down in [----] given the December revolution in AI coding agents. Nothing to see here move along. No evidence of AI productivity anywhere. https://t.co/KDMmMYcoLj Revenue per employee up 75% for the top decile of AI/software companies in [----]. Probably doesnt slow down in [----] given the December revolution in AI coding agents. Nothing to see here move along. No evidence of AI productivity anywhere."  
[X Link](https://x.com/buccocapital/status/2017307810141241490)  2026-01-30T18:43Z 173K followers, 52.4K engagements


"If your thesis for buying a software company references a revenue multiple even as a supporting point Im sorry but you deserve to lose all your money"  
[X Link](https://x.com/buccocapital/status/2017350247647683064)  2026-01-30T21:32Z 173K followers, 67.7K engagements


"The simple fact of the matter is there shouldnt be a company call Applovin that is worth $200B We are supposed to be a serious nation with serious capital markets The simple fact of the matter is there shouldnt be a company call Applovin that is worth $200B We are supposed to be a serious nation with serious capital markets"  
[X Link](https://x.com/buccocapital/status/2017583255445287201)  2026-01-31T12:58Z 173K followers, 75.9K engagements


"$GOOGL We cannot have a fair market for AI when Google leverages their search monopoly to see 3.2x as much of the web as OpenAI 4.8x as much as Microsoft and more than 6x as much as nearly everyone else. Most data wins in AI. Google needs to play by the same rules as everyone else. We cannot have a fair market for AI when Google leverages their search monopoly to see 3.2x as much of the web as OpenAI 4.8x as much as Microsoft and more than 6x as much as nearly everyone else. Most data wins in AI. Google needs to play by the same rules as everyone else"  
[X Link](https://x.com/buccocapital/status/2017601276834460041)  2026-01-31T14:10Z 173K followers, 32.2K engagements


"The reported death of third party apps is greatly exaggerated to put it mildly. Our data shows a continued shift toward 3rd party applications across most use cases"  
[X Link](https://x.com/buccocapital/status/2017603573673026016)  2026-01-31T14:19Z 173K followers, 17.8K engagements


"A great comment from a friend who is coding with these Al tools around the clock: "For the hype you read online it's just really difficult to tell the difference between a genuine breakthrough propaganda to justify valuations and LLM psychosis""  
[X Link](https://x.com/buccocapital/status/2017623896392925477)  2026-01-31T15:39Z 173K followers, 59.1K engagements


"Watching software stocks get destroyed for either being zeros or low-margin commoditized wrappers for LLMs Zuckerberg seems smarter by the day for spending to secure his independence on intelligence. Plus he had the accelerated revenue to show for it"  
[X Link](https://x.com/buccocapital/status/2017964524393885706)  2026-02-01T14:13Z 173K followers, 59.4K engagements


"Its increasingly obvious from these software takes who has never worked in a real business in their entire life"  
[X Link](https://x.com/buccocapital/status/2018041240571265230)  2026-02-01T19:18Z 173K followers, 79.2K engagements


"Id like to buy some software but all I can do is stand back in awe at the indiscriminate vomiting in these names. Microsoft included Never seen anything like it. Just have to wait till everyone capitulates. It feels close but it just keepings going"  
[X Link](https://x.com/buccocapital/status/2018409321197961516)  2026-02-02T19:40Z 173K followers, 82.6K engagements


"Pro Tip: Don't tweet shit like this The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"  
[X Link](https://x.com/buccocapital/status/2018439889004454109)  2026-02-02T21:42Z 173K followers, 271.6K engagements


"@Teslaconomics"  
[X Link](https://x.com/buccocapital/status/2018537692544573778)  2026-02-03T04:11Z 173K followers, 42.3K engagements


"If youre wondering how low software can trade you dont have to look far into the past Looks like the indiscriminate vomiting will continue today. And tomorrow. And the next day. No need to be a hero"  
[X Link](https://x.com/buccocapital/status/2018686048243499384)  2026-02-03T14:00Z 173K followers, 56.4K engagements


"Me: software sellers must be getting exhausted Software sellers:"  
[X Link](https://x.com/buccocapital/status/2018756065878294539)  2026-02-03T18:38Z 173K followers, 67.6K engagements


"TSM isnt even up 1% after hours"  
[X Link](https://x.com/buccocapital/status/2019202447370289249)  2026-02-05T00:12Z 173K followers, 22.1K engagements


"Why isnt this eye-popping capex number (and stock price response) long-term bearish for $AVGO. Didnt the incentive to get away from them just accelerate Another capex tourist question thank you for indulging me and educating me why I love this site despite its flaws"  
[X Link](https://x.com/buccocapital/status/2019395179698848184)  2026-02-05T12:58Z 173K followers, 42.9K engagements


"Google Capex on purpose Tell market This is what it will take to defeat us before IPOs hit"  
[X Link](https://x.com/buccocapital/status/2019430480106647679)  2026-02-05T15:18Z 173K followers, 32.6K engagements


"A lot of people are learning very very very painful lessons about keeping too much of their net worth in company stock"  
[X Link](https://x.com/buccocapital/status/2019510920289087795)  2026-02-05T20:38Z 173K followers, 131.1K engagements


"LMAO The founders will pause their selling The lads at $TEAM still mechanically puking their shares every single day even as their stock falls of a cliff Even Benioff stopped selling November Benioff Hes sold shares every day for like a decade https://t.co/azrQH9mTNL The lads at $TEAM still mechanically puking their shares every single day even as their stock falls of a cliff Even Benioff stopped selling November Benioff Hes sold shares every day for like a decade https://t.co/azrQH9mTNL"  
[X Link](https://x.com/buccocapital/status/2019523298909122590)  2026-02-05T21:27Z 173K followers, 77K engagements


"@blueprintsmb22 Market saying they have the least durable cash flows and all these guys are locked in a battle for survival and have no choice but the spend spend spend spend spend spend spend. We will see"  
[X Link](https://x.com/buccocapital/status/2019940391127249077)  2026-02-07T01:04Z 172.9K followers, [----] engagements


"https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b"  
[X Link](https://x.com/buccocapital/status/2020211309074366631)  2026-02-07T19:01Z 173K followers, 37.7K engagements


"@thogge @firstadopter Yeah agreed there. I think. Agentic commerce maybe but prime logistics and inventory are big moats"  
[X Link](https://x.com/buccocapital/status/2020491241541034372)  2026-02-08T13:33Z 172.9K followers, [---] engagements


"@JaredSleeper Every time I see that Salesforce number it seems fake"  
[X Link](https://x.com/buccocapital/status/2021047884402295094)  2026-02-10T02:25Z 173K followers, 124.6K engagements


"@LizSimmie Sure. I think fee compression is inevitable though"  
[X Link](https://x.com/buccocapital/status/2021294164218917358)  2026-02-10T18:44Z 172.9K followers, [---] engagements


"@BullandBaird https://x.com/buccocapital/status/2021290505015799809s=20 @HaydenH36 IMHO the only reason to use the advisor is if youre a Panican https://x.com/buccocapital/status/2021290505015799809s=20 @HaydenH36 IMHO the only reason to use the advisor is if youre a Panican"  
[X Link](https://x.com/buccocapital/status/2021295970990834080)  2026-02-10T18:51Z 173K followers, 19.6K engagements


"@BullandBaird What should the fee be for guy who says dont sell to you Seems like fee compression is inevitable. Seems like low end getting eaten is inevitable. Will always be a market but a different game now"  
[X Link](https://x.com/buccocapital/status/2021299241461719301)  2026-02-10T19:04Z 172.9K followers, [----] engagements


"@Beutty @HaydenH36 Not me"  
[X Link](https://x.com/buccocapital/status/2021299481392591038)  2026-02-10T19:05Z 173K followers, [----] engagements


"@edzitron You should put your money where your mouth is and buy every asset that goes down because of AI since its all bullshit"  
[X Link](https://x.com/buccocapital/status/2021323419569070262)  2026-02-10T20:40Z 172.9K followers, 11K engagements


"$WIX is absolutely cranking the distribution machine on Base44"  
[X Link](https://x.com/buccocapital/status/1970961945235947804)  2025-09-24T21:22Z 173K followers, 32.6K engagements


"Looks like $HIMS shareholders no longer owna compounder Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who"  
[X Link](https://x.com/buccocapital/status/2020239635293876282)  2026-02-07T20:53Z 173K followers, 86.8K engagements


"Think people are overreacting and this is fine Who cares about these journalists and NYT clowns- Get his ass speaking under oath in front of Congress .@SBF_FTX we appreciate that you've been candid in your discussions about what happened at #FTX. Your willingness to talk to the public will help the company's customers investors and others. To that end we would welcome your participation in our hearing on the 13th. .@SBF_FTX we appreciate that you've been candid in your discussions about what happened at #FTX. Your willingness to talk to the public will help the company's customers investors"  
[X Link](https://x.com/buccocapital/status/1598717996318564354)  2022-12-02T16:37Z 173K followers, [--] engagements


"I have seen thousand of people laid off. Here is my guide to not being laid off. [--]. Be great at your job [--]. Dont be in a role that is susceptible to being laid off So lets talk about #2. Most people dont think about their role enough. If you cant answer the following questions or the answer is negative you need to start looking for a different role or accept the layoff risk. You should know: [--]. How connected is my work to generating profits for the business [--]. Can I directly connect my work to important business outcomes [--]. How easy would it be to automate my work [--]. Is there someone or a"  
[X Link](https://x.com/buccocapital/status/1928819467540169151)  2025-05-31T14:22Z 173K followers, 197K engagements


"I am looking for the next obvious swing like $GOOGL in May and I don't see it. Market is just so frothy. Sometimes all there is to do is be patient and keep turning over rocks"  
[X Link](https://x.com/buccocapital/status/1979745793113489647)  2025-10-19T03:05Z 173K followers, 127.9K engagements


"Another bloodbath SaaS day but $AXON $TOST $IOT $TTAN are green (or basically flat) [--]. Deep vertical integration [--]. Fintech + hardware integration [--]. Users cant be replaced by LLM Better odds AI is a tailwind or at least wont kill them All expensive. Not investment advice"  
[X Link](https://x.com/buccocapital/status/2012257090727821340)  2026-01-16T20:14Z 173K followers, 47.3K engagements


"This is the market sentiment for software right now. If you dont lean into AI you are dead. But also if you do generate AI revenue its garbage revenue and you are also dead @buccocapital Its just a healthy 5% correction after the stock running so hot based on their amazing ramp up of AI usage to 500M of low margin actions. Whats there not to like @buccocapital Its just a healthy 5% correction after the stock running so hot based on their amazing ramp up of AI usage to 500M of low margin actions. Whats there not to like"  
[X Link](https://x.com/buccocapital/status/2016871024210350374)  2026-01-29T13:48Z 173K followers, 79.7K engagements


"Bought LEAPs today. Not investment advice. You have seen how these stocks trade. They trade like they are going to zero. Im fine (and mostly expect) this will go to zero Samsara is very interesting to me during this software sell-off [--]. 2nd time CEO loved by employees [--]. Hook into hardware/physical world = less likely to be disrupted by AI [--]. Growing like a weed [--]. Multi-product success becoming SOR [--]. Profitable Not cheap but getting there Samsara is very interesting to me during this software sell-off [--]. 2nd time CEO loved by employees [--]. Hook into hardware/physical world = less likely to"  
[X Link](https://x.com/buccocapital/status/2018777561266827458)  2026-02-03T20:04Z 173K followers, 106.1K engagements


"@evrgn11112231 @Cashflow_Cowboy Dont forget about all the insiders cashing out along the way"  
[X Link](https://x.com/buccocapital/status/2018829762815549773)  2026-02-03T23:31Z 173K followers, [----] engagements


"OK to be very serious for a minute Make sure your resume is up to date if you work at a hyperscaler a software company or a hardware company Cuts are coming"  
[X Link](https://x.com/buccocapital/status/2019537833292362026)  2026-02-05T22:25Z 173K followers, 184.8K engagements


"Jassy was too slow to invest in capex and got a wedgie from investors who said more capex you loser So he said fine wanna see capex Ill fuccin show you capex but now everyone hates capex"  
[X Link](https://x.com/buccocapital/status/2019615264963457373)  2026-02-06T03:32Z 173K followers, 75.4K engagements


"$RDDT -36%. Thanks for playing How can anyone comfortably own Reddit stock It moves 50% every [--] months. Companies are only using it because AI destroyed their top-of-funnel search and consultants are telling them to spam Reddit for AI SEO Even if it works return on brain damage here seems not worth it How can anyone comfortably own Reddit stock It moves 50% every [--] months. Companies are only using it because AI destroyed their top-of-funnel search and consultants are telling them to spam Reddit for AI SEO Even if it works return on brain damage here seems not worth it"  
[X Link](https://x.com/buccocapital/status/2019878578918429001)  2026-02-06T20:59Z 173K followers, 92.8K engagements


"Closed these out this week. They say never to fall in love with a stock but I fell in love with you Google. The finest business in the world by my estimation But given how bombed out the literal entirety of the digital world is there are other hated stocks that need my love Its not goodbye its just see you later. Im sure they will doubt you again one day. And Ill be there to lift you back up. Stay gold Sundar God all of you fuckers are so bearish on GOOG I had to buy some [----] LEAPS see you morons in a few years God all of you fuckers are so bearish on GOOG I had to buy some [----] LEAPS see"  
[X Link](https://x.com/buccocapital/status/2019931637321011673)  2026-02-07T00:30Z 173K followers, 116.9K engagements


"Atlassian decline legitimately really sad to me. OGs of product led growth. Everyone and I mean everyone looked up to them. Including me. True Bucco heads will remember that the early iteration of this account was a TEAM stan account. Really hope they figure it out"  
[X Link](https://x.com/buccocapital/status/2019946612878155798)  2026-02-07T01:29Z 173K followers, 43K engagements


"Never really needed to raise money. So kind of seems like a lifestyle business that got really big. Not sure theyre built for war time. Hope Im wrong"  
[X Link](https://x.com/buccocapital/status/2019946971679670489)  2026-02-07T01:31Z 173K followers, 19.6K engagements


"Why it feels cant win for incumbent SaaS: - Open platform You are a dumb pipe/filing cabinet - Close platform Admitting youll get layered - Lay off people to manage SBC Admitting youre a melting ice cube - Add AI Margins down. Low quality growth Bears in control"  
[X Link](https://x.com/buccocapital/status/2020161401403138332)  2026-02-07T15:43Z 173K followers, 45K engagements


"And so it begins. These companies only need 60% of their employees. Yes AI will help. But they need to fix their cost structures. Immediately. I expect massive layoffs in SaaS/fintech DORSEYS BLOCK CUTTING UP TO 10% OF ST AFF IN EFFICIENCY PUSH DORSEYS BLOCK CUTTING UP TO 10% OF ST AFF IN EFFICIENCY PUSH"  
[X Link](https://x.com/buccocapital/status/2020566082482823488)  2026-02-08T18:31Z 173K followers, 179.5K engagements


"Yes Jeff Bezos has done an objectively bad job with The Washington Post likely because he doesnt give a shit But its unclear to me why the economics of the internet didnt mean we were just going to end up with NYT and WSJ as the end game regardless"  
[X Link](https://x.com/buccocapital/status/2020575966712496590)  2026-02-08T19:10Z 173K followers, 33.2K engagements


"six way parlay. i want Biden step down on Sunday. i want Kamala at the convention. I want trump pennsylvania and arizona kamala electoral kamala popular. read it back to me"  
[X Link](https://x.com/buccocapital/status/1814082904362012980)  2024-07-18T23:40Z 173K followers, 13.2M engagements


"The scene from Silicon Valley about raising too much is probably the best scene from the entire show Suicide Round: A massive fundraising round that is far too big for where a startup is in terms of financial performance and product market fit. Example: $100m on $1b post with $1m ARR that's entirely based on the founders big tech pedigree. Suicide Round: A massive fundraising round that is far too big for where a startup is in terms of financial performance and product market fit. Example: $100m on $1b post with $1m ARR that's entirely based on the founders big tech pedigree"  
[X Link](https://x.com/buccocapital/status/1885876872988242242)  2025-02-02T02:24Z 173K followers, 1.4M engagements


"I asked Gemini and ChatGPT to construct a portfolio based solely on the new 300+ slide Mary Meeker AI Trend report Here were the results. Who do you think wins"  
[X Link](https://x.com/buccocapital/status/1928869611694370907)  2025-05-31T17:42Z 173K followers, 338.5K engagements


"Microsoft conducted a study to find the Top [--] occupations with the highest AI applicability score Basically all the high-volume entry-level white-collar jobs are on here"  
[X Link](https://x.com/buccocapital/status/1950903647220445391)  2025-07-31T12:57Z 173K followers, 155.5K engagements


"What stock are you pounding the table on ahead of earnings Why Free chance to call your shot and take a future victory lap and call every an idiot for not listening to you"  
[X Link](https://x.com/buccocapital/status/1974853961950904420)  2025-10-05T15:07Z 173K followers, 107.4K engagements


"Interesting potential narrative violation from the Atlassian earnings call Customers using AI coding tools are expanding paid seats on JIRA faster than those who dont"  
[X Link](https://x.com/buccocapital/status/1984698299215974839)  2025-11-01T19:05Z 173K followers, 196.5K engagements


"Gemini app downloads are catching up to ChatGPT and Gemini users now spend more time in the app than ChatGPT users"  
[X Link](https://x.com/buccocapital/status/1995138589819314202)  2025-11-30T14:31Z 173K followers, 452.3K engagements


"Four novels I recently read or re-read that are page-turners because they are written by absolute masters of the craft. Every single sentence I need a novel that is a real page turner Any suggestions I need a novel that is a real page turner Any suggestions"  
[X Link](https://x.com/buccocapital/status/2004714403531555167)  2025-12-27T00:42Z 173K followers, 390.5K engagements


"IMO the most interesting point from Ricky Sandler interview: [--]. Market is dominated by short-term investors [--]. Who dont care about the business they care about the stock [--]. Who cant own things with negative momentum [--]. Amplifying downside [--]. Which creates opportunity"  
[X Link](https://x.com/buccocapital/status/2005746116831158422)  2025-12-29T21:01Z 173K followers, 120.5K engagements


"Heres a simple prompt Ive been using to get up to speed on the big active debates when researching a new business Helps to understand what Im going to need to have a strong opinion about and how others might be positioned ______ Act as an Equity Research Analyst. I need you to perform a deep-dive analysis on Ticker. Please structure your response into the following three sections: [--]. THE KEY DEBATES Identify the 3-5 most critical debates currently happening around this stock that are driving its valuation. These should be specific controversies or uncertainty points (e.g. "durability of"  
[X Link](https://x.com/buccocapital/status/2005797791285588049)  2025-12-30T00:27Z 173K followers, 95.7K engagements


"A few things I enjoyed reading as we head into the new year Dan Wangs Annual Letter: These are always great but I appreciated this one even more after reading his book Breakneck this year. Which you should also do if you havent. Lots of great insights on how China and the US are deploying AI and some descriptions of SF/SV that had me laughing out loud Seth Klarman: How Warren Buffett Did It Whats to say One of the greats writing about the G.O.A.T. The Terminalist: Asymmetry is all you need This is an absolutely wonderful history of information markets from harvest season in the Middle Ages to"  
[X Link](https://x.com/buccocapital/status/2007072429407908091)  2026-01-02T12:52Z 173K followers, 76.6K engagements


"Went out to lunch. People were smiling and enjoying their day. But they dont know that accountants are going away. Lawyers. Radiologists. Journalists. Marketers. Gig workers. Factory workers. Long-haul truckers. Developers If they knew they wouldnt be smiling. God help them"  
[X Link](https://x.com/buccocapital/status/2019470699765625032)  2026-02-05T17:58Z 173K followers, 193.8K engagements


"@lfg_cap @WaterworldCapi1 $SE"  
[X Link](https://x.com/buccocapital/status/2019938020645023817)  2026-02-07T00:55Z 173K followers, [---] engagements


"Still cant believe Anthropic is just running an outright lie of an advertisement for the Super Bowl. Pretty wack"  
[X Link](https://x.com/buccocapital/status/2020637820029931969)  2026-02-08T23:16Z 173K followers, 200.1K engagements


"Not long yet because these psychos are killing all digital businesses but its an obvious long soon"  
[X Link](https://x.com/buccocapital/status/2020700086112780360)  2026-02-09T03:23Z 173K followers, 15.3K engagements


"Like you have a dominant well-oiled execution machine with scale advantages competing against the biggest group of bumbling idiots in the history of capitalism. Its such a layup. Just need the pods to gun this thing into the ground first on AI disruption fears"  
[X Link](https://x.com/buccocapital/status/2020701452260585804)  2026-02-09T03:29Z 173K followers, 27.8K engagements


"Guy deleted his tweet about seeing massive acceleration in GMV for $SHOP customers Up 7% today"  
[X Link](https://x.com/buccocapital/status/2020941198610067933)  2026-02-09T19:21Z 173K followers, 37.4K engagements


"Have to imagine companies like MNDY are in a doom loop now Stock in free-fall so anyone who can is hitting the exit The double-edged sword of tech mercenary culture. Hard to survive the brain drain once the spiral starts"  
[X Link](https://x.com/buccocapital/status/2020996209872179215)  2026-02-09T23:00Z 173K followers, 41.8K engagements


"My dad is in his 70s and told me today that he prefers Claude because it has better taste. I shit you not Old man must have a burner on here"  
[X Link](https://x.com/buccocapital/status/2021011267520270515)  2026-02-10T00:00Z 173K followers, 41.9K engagements


"How It Started How It's Going"  
[X Link](https://x.com/buccocapital/status/1908233281507598397)  2025-04-04T19:00Z 173K followers, 525.8K engagements


"Here is V2 of my company "Initiation Report" Deep Research Prompt. Serious thanks to the community for the feedback. This thing is pretty badass now. _____ I've made several updates: No longer too positive: People rightfully called out that the previous model rated everything a buy. I made several updates. I hardcoded some default investment hurdles (you can change them). But you can see this in action with Shopify which the new prompt rated a hold (previously it was a buy) Entry Points Matter: It now uses the hardcoded investment hurdles to determine the right entry point. Business Quality"  
[X Link](https://x.com/buccocapital/status/1952405795485684039)  2025-08-04T16:26Z 173K followers, 388.7K engagements


"I know Im late to the party but everyone I talk to who has gone to Sphere for concerts as well as movies absolutely raves about it Why isnt $SPHR a long"  
[X Link](https://x.com/buccocapital/status/1967221791665078722)  2025-09-14T13:39Z 173K followers, 200.5K engagements


"Fine quarter for $COUR. Will continue to hold - New CEO has a lot of wood to chop bringing the Amazon Way to Coursera but I am happy with the progress he is making. Tightening up the conversion funnel fixing pricing bringing in new leadership. 2-3 year journey here. - Consumer segment revenue is accelerating which was the core thesis as AI drives massive demand for upskilling. You can just hear the higher level of execution here w/ focus on pressing gas when they see higher ROAS esp. w/ funnel now going to durable subscription v single course sign-up - Coursera Plus is now 50%+ of consumer"  
[X Link](https://x.com/buccocapital/status/1981685940536959010)  2025-10-24T11:35Z 173K followers, 23.6K engagements


"Who is buying Palantir up here I just don't get it. I mean there's a lot I don't get but man shit is crazy. Feel like this is going red"  
[X Link](https://x.com/buccocapital/status/1985454910079426677)  2025-11-03T21:11Z 173K followers, 107.3K engagements


"Wonder if Ackman bought Meta"  
[X Link](https://x.com/buccocapital/status/1992753568118681645)  2025-11-24T00:34Z 173K followers, 90.9K engagements


"Nothing makes finance folks angrier than reminding people that over a sufficiently long period of time one can earn roughly 10% by investing in a diversified portfolio of the [---] strongest businesses on earth and then logging off to go live your life"  
[X Link](https://x.com/buccocapital/status/2007877340898943089)  2026-01-04T18:10Z 173K followers, 727K engagements


"Anthropic uses Workday. OpenAI uses Slack. Its incredibly clear to anyone with half a brain that nobody is vibe-coding critical infrastructure. It is genuinely the lowest EV activity you can do. That bear case is dead (to I think most sensible investors). BUT there are others. Heres my remaining set of bear cases for SaaS stack ranked. If youre going to invest in SaaS you should be aware of all these and have a very strong POV on how impactful they are and the timeline on which you think they will (or wont) play out [--]. Platform differentiation trends toward zero hurting CAC as each"  
[X Link](https://x.com/buccocapital/status/2015603777420607967)  2026-01-26T01:52Z 173K followers, 384.9K engagements


"Now make them think software isnt dead"  
[X Link](https://x.com/buccocapital/status/2015871496518877685)  2026-01-26T19:36Z 173K followers, 165.6K engagements


"It is genuinely remarkable how much money you can make by watching negative sentiment reach a fever pitch on FinTwit and then buying Works over and over and over and over"  
[X Link](https://x.com/buccocapital/status/2015906423641690552)  2026-01-26T21:55Z 173K followers, 190.5K engagements


"Heres an incredibly simple bull case for the incumbent systems of record or at least a simple rebuttal of the seat loss + shrinking customer LTV bear case: [--]. AI has actually expanded their TAM which is now the opportunity to displace labor by charging for outcomes instead of seats [--]. If a business currently spends $20-50 to close a support ticket they are thrilled to pay [--] cents for AI to solve it and potentially also have to hire fewer support reps. Similar dynamic with leads and business development reps [--]. No company actively wants to use another vendor. It is so so so so so much easier"  
[X Link](https://x.com/buccocapital/status/2015980267819958279)  2026-01-27T02:48Z 173K followers, 89.8K engagements


"@GHadjia Rule of [--] 😂"  
[X Link](https://x.com/buccocapital/status/2021932818738348472)  2026-02-12T13:02Z 173K followers, 12.6K engagements


"If AI is going to destroy knowledge work we should probably liquidate every company serving the top of the K economy if we want to be consistent"  
[X Link](https://x.com/buccocapital/status/2022351253066396056)  2026-02-13T16:44Z 173K followers, 28.1K engagements


"@Midnight_Captl Apple Going away. DoorDash Going away. Amex Going away"  
[X Link](https://x.com/buccocapital/status/2022359494597255178)  2026-02-13T17:17Z 173K followers, [----] engagements


"Ive found this Deep Research prompt to be a decent way to get up to speed on any company. Very little focused on valuation more of a holistic overview I cant for the life of me remember where I found the original seven-point framework/template but I fleshed it out to [--] to hit the areas I felt were important. If anyone recognizes it please link/tag the creator Analyze Ticker using the 13-point framework below. - Use only verifiable factual information (annual reports investor presentations filings earnings transcripts and reputable financial sources). - Be concise analytical and concrete with"  
[X Link](https://x.com/buccocapital/status/1995310794339176558)  2025-12-01T01:55Z 173K followers, 611K engagements


"Samsara is very interesting to me during this software sell-off [--]. 2nd time CEO loved by employees [--]. Hook into hardware/physical world = less likely to be disrupted by AI [--]. Growing like a weed [--]. Multi-product success becoming SOR [--]. Profitable Not cheap but getting there"  
[X Link](https://x.com/buccocapital/status/2010427101003026605)  2026-01-11T19:02Z 173K followers, 250.7K engagements


"$2T in capex for this btw"  
[X Link](https://x.com/buccocapital/status/2016328786418008244)  2026-01-28T01:53Z 173K followers, 472.5K engagements


"How isnt this the top of the capex trade What is there left to spend Plus someone is going to lose or tap out right Open to how this is wrong"  
[X Link](https://x.com/buccocapital/status/2019201298986635631)  2026-02-05T00:07Z 173K followers, 141.3K engagements


"The Jasshole will not save us. Buckle up"  
[X Link](https://x.com/buccocapital/status/2019512837643858220)  2026-02-05T20:45Z 173K followers, 72.6K engagements


"@jbulltard1 Bottom"  
[X Link](https://x.com/buccocapital/status/2019605653975966145)  2026-02-06T02:54Z 173K followers, 12.8K engagements


"Interesting re: $SHOP Super positive best in three years We see a huge % of Shopify GMV at Recharge and our merchants crushed Q4. Thats why SHOP being down 32% this year feels wildly disconnected from reality. I expect Q4 results announced next week to trigger a big rally. Feels like a great time to buy https://t.co/m6O7Uw1Idp We see a huge % of Shopify GMV at Recharge and our merchants crushed Q4. Thats why SHOP being down 32% this year feels wildly disconnected from reality. I expect Q4 results announced next week to trigger a big rally. Feels like a great time to buy https://t.co/m6O7Uw1Idp"  
[X Link](https://x.com/buccocapital/status/2019745227473342654)  2026-02-06T12:09Z 173K followers, 63.5K engagements


"Owning $AMZN is like being in an abusive relationship I cant figure out whether to buy more or sell it completely and walk away"  
[X Link](https://x.com/buccocapital/status/2019760751645176099)  2026-02-06T13:11Z 173K followers, 45.7K engagements


"For [--] yrs we treated the supremacy of asset-light businesses as a permanent economic law But if AI commoditizes asset-light businesses wed just be reverting to the historical mean where value accrued to atoms infrastructure energy It would be a [--] year blip. An anomaly"  
[X Link](https://x.com/buccocapital/status/2020184165887668295)  2026-02-07T17:13Z 173K followers, 1.1M engagements


"Ominous words from the legendary @Steve_Yegge Well worth the full read"  
[X Link](https://x.com/buccocapital/status/2020211240195244440)  2026-02-07T19:01Z 173K followers, 101K engagements


"You can tell when someone spends [--] hours a day alternating between talking to AI and scrolling twitter. Complete psychosis Were not ready for the explosion in mental health issues that will arise from this AI x social media self-reinforcing doom loop"  
[X Link](https://x.com/buccocapital/status/2020610528926982456)  2026-02-08T21:27Z 173K followers, 161.7K engagements


"My man You have three years left while crime is still legal to find a job with the right information flow to get rich on Polymarket. Happy hunting. You have three years left while crime is still legal to find a job with the right information flow to get rich on Polymarket. Happy hunting"  
[X Link](https://x.com/buccocapital/status/2020677878686359903)  2026-02-09T01:55Z 173K followers, 685.4K engagements


"Unbelievable how many of these ads are GLP-1s. What a fat fucking pathetic country we are"  
[X Link](https://x.com/buccocapital/status/2020692746508673414)  2026-02-09T02:54Z 173K followers, 164.9K engagements


"NEWS: KPMG is demanding its auditor Grant Thornton slash fees as AI makes audit work faster and cheaper or risk getting replaced. NEWS: KPMG is demanding its auditor Grant Thornton slash fees as AI makes audit work faster and cheaper or risk getting replaced"  
[X Link](https://x.com/buccocapital/status/2020986960605843925)  2026-02-09T22:23Z 173K followers, 272.2K engagements


"You: Worried about SBC Me: These businesses only need half their employees Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you will. Headcounts for assorted companies: Salesforce: [-----] ServiceNow: [-----] Workday: [-----] Zoom: [-----] Docusign: [----] OpenAI: [----] Okta: [----] UiPath: [----] Sprinklr: [----] Anthropic: [----] Yes UiPath still has more employees than Anthropic. Infer from that what you"  
[X Link](https://x.com/buccocapital/status/2021264347285094457)  2026-02-10T16:45Z 173K followers, 62K engagements


"@AJButton2 Will get wrapped in a UI. And advisors will use it to scale. Fee compression. Low end eaten"  
[X Link](https://x.com/buccocapital/status/2021299702940004564)  2026-02-10T19:06Z 173K followers, [----] engagements


"Comments full of financial advisors who think theyre immune to AI-driven fee compression"  
[X Link](https://x.com/buccocapital/status/2021301947542720796)  2026-02-10T19:15Z 173K followers, 30.7K engagements


"I am a collector of CEOs using the baseball analogy to describe the opportunity in front of them Really wonderful addition here from the CEO of Marriott"  
[X Link](https://x.com/buccocapital/status/2021365535108468834)  2026-02-10T23:27Z 173K followers, 29K engagements


"H/t @DannyOcean555 on the find"  
[X Link](https://x.com/buccocapital/status/2021365608810455051)  2026-02-10T23:28Z 173K followers, [----] engagements


"Laughed out loud at this The bull case for HOOD is that youll*checks transcript* cross-sell prediction market gamblers retirement accounts"  
[X Link](https://x.com/buccocapital/status/2021412226364760508)  2026-02-11T02:33Z 173K followers, 95.6K engagements


"SHOP +22%. I love this site. Investing is easy"  
[X Link](https://x.com/buccocapital/status/2021558540268343686)  2026-02-11T12:14Z 173K followers, 61.1K engagements

### Topic Creators

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

Get the top creators for a social topic

input parameters:

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

Example request:

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



Example response:

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

Schema:

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




---

### Category Creators

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

Get the top creators for a social category

input parameters:

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

Example request:

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



Example response:

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

Schema:

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




---

### Creators List

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

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

Example request:

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



Example response:

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

Schema:

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




---

### Creator

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

Get detail information on a specific creator

input parameters:

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

Example request:

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



Example response:

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

Schema:

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




---

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