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# ![@commonsenseplay Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1867041965172461569.png) @commonsenseplay Common Sense Investor

There is increased scrutiny and skepticism towards quantum computing companies, particularly $IONQ, $RGTI, $QUBT, and $QBTS, with many questioning their growth prospects and business models. In contrast, some investors are bullish on $SRPT, Sarepta Therapeutics, which has seen a dip in stock price, with some seeing it as a multi-bagger opportunity. Meanwhile, short sellers are targeting various stocks, including $OKLO and $IONQ, citing concerns about their valuations and prospects.

### Engagements: XXXXXXX [#](/creator/twitter::1867041965172461569/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867041965172461569/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +47%

### Mentions: XXX [#](/creator/twitter::1867041965172461569/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867041965172461569/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXXXX +19%

### Followers: XXXXXX [#](/creator/twitter::1867041965172461569/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867041965172461569/c:line/m:followers.svg)

- X Week XXXXXX +8.30%
- X Month XXXXXX +75%

### CreatorRank: XXXXXXX [#](/creator/twitter::1867041965172461569/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1867041965172461569/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #1587 [stocks](/list/stocks)  #1837 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  #3655 [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [social networks](/list/social-networks)  XXX% [automotive brands](/list/automotive-brands)  XXX% [exchanges](/list/exchanges)  XXX% [celebrities](/list/celebrities)  XXX%

**Social topic influence**
[$rgti](/topic/$rgti) #1, [$ionq](/topic/$ionq) #4, [$qbts](/topic/$qbts) #1, [$srpt](/topic/$srpt) #1, [qbts](/topic/qbts) #1, [stocks](/topic/stocks) #234, [$bhvn](/topic/$bhvn) #4, [ceo](/topic/ceo) #2532, [$qubt](/topic/$qubt) #5, [$oklo](/topic/$oklo) #5

**Top accounts mentioned or mentioned by**
[@travfourr](/creator/undefined) [@greenerjos76402](/creator/undefined) [@martinshkreli](/creator/undefined) [@musadamoor](/creator/undefined) [@jrouldz](/creator/undefined) [@genejchan](/creator/undefined) [@faillearn100](/creator/undefined) [@billackman](/creator/undefined) [@naplesrunner](/creator/undefined) [@pandaquantai](/creator/undefined) [@william_r2rclub](/creator/undefined) [@biancoresearch](/creator/undefined) [@paulsaunde82517](/creator/undefined) [@bullishfella547](/creator/undefined) [@jlucer53](/creator/undefined) [@discountedbtc](/creator/undefined) [@speculator1516](/creator/undefined) [@marg_d_](/creator/undefined) [@mikealfred](/creator/undefined) [@martychargin](/creator/undefined)

**Top assets mentioned**
[Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Biohaven Pharmaceutical Holding Company Ltd. (BHVN)](/topic/$bhvn) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [Oklo Inc. (OKLO)](/topic/$oklo) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [WEN Token (WEN)](/topic/$wen) [Bitcoin (BTC)](/topic/$btc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Palantir (PLTR)](/topic/$pltr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Carter's Inc. (CRI)](/topic/$cri) [Calcium (CAL)](/topic/$cal) [Under Armour Inc Class C (UA)](/topic/$ua) [VERAsity (VRA)](/topic/$vra) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Moderna Inc (MRNA)](/topic/$mrna) [IREN Limited (IREN)](/topic/$iren) [American Airlines Group Inc (AAL)](/topic/$aal) [RAI Finance (SOFI)](/topic/$sofi) [Alibaba Group (BABA)](/topic/$baba) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Heroes of NFT (HON)](/topic/$hon)
### Top Social Posts
Top posts by engagements in the last XX hours

"BREAKING (Bloomberg): People Dont Understand Whats Happening With RETAIL Investors in South Korea $IONQ $RGTI $QBTS South Korean retail is so obsessed with US leveraged ETFs that regulators are now forcing mandatory DMV-style training just to buy them. Starting Dec XX anyone in Korea wanting to trade foreign leveraged or inverse ETFs must: take a 1-hour online course pass a 3-hour mock-trading program complete extra steps for derivatives abroad Why Because Korean retail put $7B into US leveraged ETFs in October alone and $30B YTD They are also some of the most aggressive traders of US"  
[X Link](https://x.com/commonsenseplay/status/1993102414862569889)  2025-11-24T23:40Z 18.6K followers, 323.3K engagements


"WHY NOT TO INVEST IN CHINESE STOCKS I avoid investing in Chinese stocks even though many of them look extremely attractive on a valuation basis. Companies like $BABA $BIDU and $BYD trade at significant discounts compared to their U.S. counterparts. For example - Alibaba often trades at a P/E ratio less than half of Amazons. - Baidu trades far below U.S. AI peers despite strong technology and - BYDs growth is not reflected in its valuation the way Teslas is. On fundamentals alone these should be compelling opportunities. But the problem isnt the businesses - it's the regulatory and"  
[X Link](https://x.com/commonsenseplay/status/1993762441940095391)  2025-11-26T19:23Z 18.6K followers, 65.2K engagements


"Positioning for Trumps New Fed Chair (Kevin Hassett) Why Long Bonds $TLT May Outperform Stocks in a Fast-Cut Cycle Trump has introduced his new Fed Chair Kevin Hassett- someone known for being pro-growth pro-liquidity and openly supportive of lower interest rates. Markets now expect a faster-than-normal rate-cut cycle but not a crisis-style slash. Heres the realistic path: Fast early cuts then a steady easing glide: - Mar 25: XX basis points (bps) - May 25: XX bps - Jun 25: XX bps - Jul 25: XX bps - Sept 25: XX bps - Nov 25: XX bps - Dec 25: XX bps - Jan 26: XX bps This takes Fed Funds from"  
[X Link](https://x.com/commonsenseplay/status/1996020816702808321)  2025-12-03T00:57Z 18.6K followers, 23K engagements


"When you feel as confident in your short on Quantum as Michael Burry did buying credit default swaps betting against the housing market in 07/08. Im not expecting a $725M payday but I am aiming for a XXX% YTD return - currently sitting at +74% $IONQ $RGTI $QUBT $QBTS"  
[X Link](https://x.com/commonsenseplay/status/1993086066585457004)  2025-11-24T22:35Z 18.6K followers, 105.6K engagements


"MY BIGGEST HIGHEST CONVICTION STOCK POSITION Dye & Durham $DND.TO (Canada) $DYNDF (US) - The Forced Takeover Story Nobody Is Talking About Dye & Durham - is one of the most explosive special situations in Canada and the endgame is almost certainly a buyout Heres the real sequence: X. Just over X months ago Advent International (a top-tier global PE fund) made an $825M offer ($12/share). - D&Ds board rejected it. - This decision set off the chain reaction. X. Ex-CEO Matt Proud (Plantro) started trying to take the company private he made multipe buyout offers: - Feb 2025: Bid #1 - $20/share -"  
[X Link](https://x.com/commonsenseplay/status/1994259333639753964)  2025-11-28T04:17Z 18.6K followers, 54K engagements


"Looking at re-entering $SPRB. Huge sell off today -XX% on the daily. Other than low volume and broad biotech sell off today - still trying to figure out whats driving this. Any insights @MartinShkreli"  
[X Link](https://x.com/commonsenseplay/status/1995572896576799146)  2025-12-01T19:17Z 18.6K followers, 12.8K engagements


"The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission. It cannot be a coincidence that they lead with XX logical qubits. Zero from $IONQ $RGTI $QBTS $CHAC. "But. but. their roadmap says they will have more" Anyone can publish a roadmap. Delivering on it is the hard part"  
[X Link](https://x.com/commonsenseplay/status/1996082463479865618)  2025-12-03T05:01Z 18.6K followers, 11.2K engagements


"$SRPT looking strong lately - back above $XX. Im holding until we get back to $50"  
[X Link](https://x.com/commonsenseplay/status/1996599959576252852)  2025-12-04T15:18Z 18.6K followers, 3818 engagements


"$OKLO big $XXX billion at the market offering just announced. Share dilution incoming tomorrow is going to be a big red day. Currently -X% in after hours"  
[X Link](https://x.com/commonsenseplay/status/1996707499467256279)  2025-12-04T22:25Z 18.6K followers, 12.3K engagements


"Agree - $SRPT is my second largest long. It will rip back to $XX. One of the Most Misunderstood Biotechs on the Market in my opinion. Some people see Sarepta as a company in trouble. I see it as a multi-bagger After going through the latest numbers regulatory updates and growth trajectory I think the market is massively underpricing whats actually happening here. Im long (second largest position) and plan to stay that way for at least a year. This isnt about short-term swing (there will be plenty of those). Its about what Sarepta looks like in the next year. The Core Facts -Revenue: - $611M"  
[X Link](https://x.com/commonsenseplay/status/1997795660884496479)  2025-12-07T22:29Z 18.6K followers, 13.1K engagements


"This was never the original goal of my account but it turns out you can actually earn some pretty decent money on X. Here are the recent payouts. For the upcoming December 19th payout Ill be donating XXX% of it to a charity thats close to my heart: the Make-A-Wish Foundation @MakeAWishIntl. Thank you to everyone engaging with the content - and hopefully making some money along the way. The season of giving is here"  
[X Link](https://x.com/commonsenseplay/status/1997807708452311293)  2025-12-07T23:17Z 18.6K followers, 9238 engagements


"Breaking: More insider sales at $IONQ. The outgoing Chief Revenue Officer just filed to sell: - 25000 common shares - Estimated value: $1.175M This adds to the nearly half a billion worth of insider sales over the last XX months - it's pretty much every day now"  
[X Link](https://x.com/commonsenseplay/status/1994475739505463338)  2025-11-28T18:37Z 18.5K followers, 15.2K engagements


"$SPRB PT raised to $XXX. I dont place much important on analysts price targets - especially from Leerink but interesting to see the sentiment switch nonetheless"  
[X Link](https://x.com/commonsenseplay/status/1996336093256651056)  2025-12-03T21:49Z 18.6K followers, 3990 engagements


"Prediction: Vinay Prasad will be out by Christmas $MRNA $AMGN $REGN $GILD $VRTX $BIIB $NBIX $HALO $SGEN $IONS $EXEL $ARGX $SRPT $SPRB $CAPR Twelve former commissioners - including several who served under Trump - have come out strongly against Prasads proposal for sweeping vaccine changes. Theres no way he makes it to the end of the year at this rate. Prasads time is up. The question is if Prasad is pushed out - does Makary go with him"  
[X Link](https://x.com/commonsenseplay/status/1996391103151652884)  2025-12-04T01:28Z 18.6K followers, 10.2K engagements


"Pure insanity. This pop is how all bubble stocks die. $RGTI up nearly XX% $IONQ up over 13%"  
[X Link](https://x.com/commonsenseplay/status/1996674146659717397)  2025-12-04T20:13Z 18.6K followers, 18.3K engagements


"$OKLO RALLIED XX% in the past X days due to rumours the company is beginning soil samples for a site in wait for it 2045 lol But seriously here is why this company will drop at least XX% and why I am short X. What Oklo is pursuing is untested the technology but also the business model of both building the reactors and selling the power they generate. X. Oklo have a ridiculous goal of commercially beginning to sell power through their SMRs by 2027 - within X years. X. They havent yet built their nuclear reactor and have no experience. X. They havent got a licence for their nuclear reactor. 5."  
[X Link](https://x.com/commonsenseplay/status/1996808499930534222)  2025-12-05T05:06Z 18.5K followers, 14.6K engagements


"Back to regular programming. Quantum 🩸 $IONQ $RGTI $QBTS"  
[X Link](https://x.com/commonsenseplay/status/1996958001278996731)  2025-12-05T15:01Z 18.6K followers, 9277 engagements


"- "YOU NEED TO COVER NOW" - "You are going to lose everything" - "You are stupid - Quantum is going to take over" - "Look at the chart $RGTI is going to the moon" I hear all of the above on a daily basis regarding my quantum shorts. Don't get lost in the noise. I've been short $RGTI since $XX. This stock is going right back to single digits - fundamentals always shine true. Don't get washed out of a position you have full conviction in"  
[X Link](https://x.com/commonsenseplay/status/1996983415862972717)  2025-12-05T16:42Z 18.6K followers, 10.4K engagements


"Michael Burrys rant against the @CNBC for getting his trades totally wrong The press on CNBC say I have a 10billion dollar short position on $PLTR Palantir Its XX million not 10billion Are the press singling him out or are they just totally idiotic in their understanding of 13Fs to get his trade position wrong by two orders of magnitude Full interview on Against the Rules with Michael Lewis podcast linked in the comments Also side note - Michael Burry rocking the new hair do in a hoodie - he is clearly enjoying the substack retirement"  
[X Link](https://x.com/commonsenseplay/status/1997438990962606427)  2025-12-06T22:52Z 18.6K followers, 682.3K engagements


"Dye and Durham now up over 21%. $DND.TO (US) / $DYNDF (CAN) I think the buyout happens in the $X to $X - LOTS of upside from here. I bought more - my largest long"  
[X Link](https://x.com/commonsenseplay/status/1998049880703451440)  2025-12-08T15:19Z 18.6K followers, 4956 engagements


"Hope you've been listening - Dye and Durham. $DND.TO / $DYNDF now up nearly 30%. I think the buyout happens over the next month - AGM scheduled for the end of December. Another XXX to 2x from here"  
[X Link](https://x.com/commonsenseplay/status/1998065352299966827)  2025-12-08T16:21Z 18.6K followers, 15.6K engagements


"I bought more $SRPT. Every dip is an opportunity to accumulate more shares. Road to $50"  
[X Link](https://x.com/commonsenseplay/status/1998094463944798210)  2025-12-08T18:16Z 18.6K followers, 4937 engagements


"Did you even read it This means nothing. Has nothing to do with: - whether they can file before Dec XX - default risk under the credit agreement - Lender waiver This is strictly about the statutory rule that says: You must send the annual financials to shareholders XX days ahead of the meeting. Because their AGM is at the end of December. That rule is often waived when audits take longer there are filings in progress. Courts grant this all the time - I don't see any impact"  
[X Link](https://x.com/commonsenseplay/status/1998174026246811681)  2025-12-08T23:33Z 18.6K followers, XXX engagements


"$SRPT continues to move higher"  
[X Link](https://x.com/commonsenseplay/status/1998400630038085732)  2025-12-09T14:33Z 18.6K followers, 2194 engagements


"The decline resumes down -XXXX% today. I've been shorting $RGTI since $XX. It will go all the way back to single digits - there is literally X fundamentals supporting its $9billion dollar valuation"  
[X Link](https://x.com/commonsenseplay/status/1998402806105915671)  2025-12-09T14:42Z 18.6K followers, 6314 engagements


"It just keeps rallying. $DYNDF / $DND.TO Up now XX% since this mornings dip - what a recovery. Don't get shaken out"  
[X Link](https://x.com/commonsenseplay/status/1998479518923628764)  2025-12-09T19:47Z 18.6K followers, 3619 engagements


"Is this guy legit He turned $35k into $11MM in less than X years. I commented asking for which stocks/trades caused this monumental run up - no response yet. Anyone know"  
[X Link](https://x.com/commonsenseplay/status/1994124331509797276)  2025-11-27T19:21Z 18.6K followers, 428.9K engagements


"MAJOR NEWS FOR QUANTUM $IONQ $RGTI $QUBT $QBTS GENESIS MISSION FALLOUT FOR QUANTUM STOCKS The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table: IBM Amazon (AWS) Google NVIDIA Microsoft AMD Anthropic OpenAI even Quantinuum. But heres the real shocker: - Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE. Every SINGLE publicly traded quantum pure-play was left out: $IONQ $RGTI $QBTS $QUBT This is a massive red flag for the public quantum sector The message is loud and clear: - The U.S. government doesnt see the current"  
[X Link](https://x.com/commonsenseplay/status/1994165066355376419)  2025-11-27T22:02Z 18.6K followers, 22.3K engagements


"TRUMPS MANIPULATION OF THE STOCK MARKET Here are XX times Trumps words or tariff moves shook the markets just in 2025 alone - Apr X Universal tariffs led to global equities crash. - Apr X More tariff threats - markets jittered. - Apr X 90-day tariff pause led to the S&P +7% Nasdaq +9%. - Apr XX Itll be a beautiful thing. - markets plunge again. -Mar X XX% tariffs on Canada/Mexico - major indices fall. - Mar X Itll take time - market slides into correction. - Oct XX Massive China tariff warning - tech stocks crash. - Oct XX XXX% tariff unsustainable - temporary relief rally. - Oct XX Trump"  
[X Link](https://x.com/commonsenseplay/status/1994893414190780558)  2025-11-29T22:17Z 18.6K followers, 75.5K engagements


"For those asking - Im currently sitting at a XX% YTD return on my portfolio versus the S&P 500s 16%. I've now outperformed the market the last X years in a row Beating the market by around XX% is something Im genuinely proud of especially since I focus heavily on risk management and run a balanced mix of long and short positions. I also generally avoid options due to issues like decay timing and IV crush.I prefer to buy or straight short common shares keeping tight control over my position sizing (no position size over 5%). I dont tolerate large drawdowns - its simply not in my nature. The"  
[X Link](https://x.com/commonsenseplay/status/1994945376462533016)  2025-11-30T01:43Z 18.6K followers, 36K engagements


"Remember: your favourite X account is probably BEING PAID TO PROMOTE THE STOCKS THEY HYPE. $IONQ $RGTI $IREN $BTQ $LAES $OKLO $QUBT $QBTS These market intelligence companies approached me too directly on X (back when I had only 6000 followers - imagine the payouts for the big accounts). My mission has always been simple: cut through the hype expose false narratives and bring real truth to retail investors. Ill always stay fully independent. I will never accept paid stock-pumping deals - the kind that are everywhere on X - not now not ever Always do your own due diligence"  
[X Link](https://x.com/commonsenseplay/status/1994948155121831991)  2025-11-30T01:54Z 18.6K followers, 33.9K engagements


"Added to $SRPT position on today's dip"  
[X Link](https://x.com/commonsenseplay/status/1995515542460039292)  2025-12-01T15:29Z 18.6K followers, 3884 engagements


"Entered $SPRB with very small position XXX shares ($20k) - got in just under $XX. Will add if it drops further - this could be a X to 4x if the pipeline materializes"  
[X Link](https://x.com/commonsenseplay/status/1995574210006311300)  2025-12-01T19:22Z 18.6K followers, 7673 engagements


"This could actually be a good long list - rotation from bubble to real economy. I've now entered positions on $LULU and $WEN - considering $CMG next. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) - XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -27%"  
[X Link](https://x.com/commonsenseplay/status/1997735089631908027)  2025-12-07T18:28Z 18.6K followers, 24.1K engagements


"$TLT just hit a 3-month low into Wednesdays FOMC meeting. Markets see an XX% chance of a 25bp cut - but traders expect a hawkish cut i.e.cut now and more pauses next year. With inflation still above target and jobs holding up the Fed may be near the end of this cutting cycle. Thats pushing long yields higher the 30-yr is XXXX% up from XXX% in October. Fiscal deficits and inflation expectations are driving the long end more than the Fed. TLT is extremely rate-sensitive so its pulled back: +4.7% YTD well below the October peak (+9%). Meanwhile the middle of the curve has seen some nice returns:"  
[X Link](https://x.com/commonsenseplay/status/1998180803335876682)  2025-12-09T00:00Z 18.6K followers, 7641 engagements


"@nytrader1836 back test it and let me know how it goes"  
[X Link](https://x.com/commonsenseplay/status/1998227435205366161)  2025-12-09T03:05Z 18.6K followers, 1487 engagements


"The Richest Man in the World Youve Never Heard Of Yoshiaki Tsutsumi didnt wear designer suits he rarely gave interviews. Most people outside Japan never learned his name. Yet for X straight years Forbes called him the richest person on Earth. Not Gates not Buffett Tsutsumi X. How he started his Empire: He inherited land trains and hotels from his father and built something enormous: - Railways around Tokyo - Resorts across Japan - Ski mountains golf courses shopping malls - Even a pro baseball team he bought the Seibu Lions baseball team even though he wasnt a baseball fan. Why Because owning"  
[X Link](https://x.com/commonsenseplay/status/1998373313735709121)  2025-12-09T12:45Z 18.6K followers, 3438 engagements


"@DrAngeloCapital I hope this is a joke - please don't put your entire life savings into any one position"  
[X Link](https://x.com/commonsenseplay/status/1998484650399093078)  2025-12-09T20:07Z 18.6K followers, XX engagements


"@travfourr Yahoo is wrong - I posted the link in the post from their investors page for $SRPT"  
[X Link](https://x.com/commonsenseplay/status/1982910053100466446)  2025-10-27T20:39Z 18.4K followers, XXX engagements


"This flew under the rader on $SRPT - published on October 20th. Sarepta Therapeutics Limb-Girdle Muscular Dystrophy Gene Therapy SRP-9003 Produces Robust Expression of -SG in Phase X Trial. Another exciting part of their pipeline. No press release so I expect to hear updates on their pipeline during the earnings call next Monday"  
[X Link](https://x.com/commonsenseplay/status/1982981472610070815)  2025-10-28T01:23Z 18.4K followers, 4751 engagements


"Some very interesting calls on the Quantum stocks today: $QBTS - $286K Call buyer (earnings) $RGTI - $510K Call buyer $IONQ - $396K Call buyer (earnings) Remember Quantum earnings week is here heres how this is likely to play out - I think with IONQ's beat today we will get a brief rally I will short more on this rally. BOTTOM LINE: all X ( $IONQ $RGTI $QBTS ) will show ZERO real growth in their core quantum computing businesses $IONQ - Wed Nov X (after close) Street $27M (guidance $2529M) Call it a beat if $27M but this is acquisition-padded. IonQ bought X companies in the last year i.e."  
[X Link](https://x.com/commonsenseplay/status/1986076433450750153)  2025-11-05T14:21Z 18.3K followers, 19.1K engagements


"I just bought the dip on $BHVN Biohaven"  
[X Link](https://x.com/commonsenseplay/status/1988637905468723510)  2025-11-12T15:59Z 18.3K followers, 3922 engagements


"Don't sleep on this one $BHVN"  
[X Link](https://x.com/commonsenseplay/status/1988983100504953332)  2025-11-13T14:51Z 18.3K followers, 3257 engagements


"Added Accenture $ACN to my long's today. ACN is down nearly XX% on the fear that AI will kill consulting. But thats the wrong read. Accenture isnt getting disrupted by AI its leveraging it plus the hype around AI Agent's as Andrej Karpathy @karpathy recently mentioned is still at least a decade away. Consulting firms will not be replaced Accenture has been leveraging AI to deliver their services more efficiently. - $1.5B+ in gen-AI bookings already - Deepest enterprise relationships in the industry - Massive partnerships with MSFT AWS GCP - Global scale and recurring BPO services - Trading at"  
[X Link](https://x.com/commonsenseplay/status/1989012086094237707)  2025-11-13T16:46Z 18.5K followers, 3771 engagements


"Bought more $BHVN Biohaven on this dip"  
[X Link](https://x.com/commonsenseplay/status/1990498008207958417)  2025-11-17T19:11Z 18.3K followers, 22.7K engagements


"This is what true insider conviction looks like. $BHVN Biohaven has seen zero insider selling over the past two years-only insider buying. On November 13th insiders purchased over $XX million worth of shares including a $X million buy from CEO Coric Vlad. That alone speaks volumes about their confidence in the companys future. $BHVN is poised to explode. Its one of my highest-conviction long positions. With the stock down over XX% in the past year and trading around $X the risk-reward is exceptional. My price target: $20$30. Thats an easy 3x4x from here"  
[X Link](https://x.com/commonsenseplay/status/1990610983375831083)  2025-11-18T02:40Z 18.3K followers, 24.7K engagements


"$BHVN moving"  
[X Link](https://x.com/commonsenseplay/status/1990799319931437341)  2025-11-18T15:08Z 18.3K followers, 3313 engagements


"Biohaven $BHVN is now up over 10%. Congrats everyone who jumped in with me"  
[X Link](https://x.com/commonsenseplay/status/1990827105177968880)  2025-11-18T16:59Z 18.3K followers, 9186 engagements


"Up over XX% in just a couple of days on $BHVN. I took some profit at $XXXX and rolled into $SRPT and added more to $RGTI short"  
[X Link](https://x.com/commonsenseplay/status/1990839830981525833)  2025-11-18T17:49Z 18.3K followers, 5056 engagements


"HOW TO MAKE MONEY SHORT SELLING One of the greatest investors of all time Peter Lynch sums it up perfectly: - "Just the fact is X dollars down from $XXX doesnt mean you buy it" - "Short sellers who really make money they are not short Walmart or Home Depot they are not short the great companies they short companies that are down from $XX dollars to 7" - "They'd of like to short higher but they figure out at $X this stock is going to zero" "They continue to short at $X at X at X at X at X at $1" "and in order to sell something short .you need a buyer someone has to buy they damn thing and you"  
[X Link](https://x.com/commonsenseplay/status/1990926765393592332)  2025-11-18T23:35Z 18.3K followers, 439K engagements


"BREAKING: Even more insider buying at Biohaven $BHVN - over $33M worth of buys in the past few days from the CEO key directors and just yesterday the Chief Accounting Officer jumped in too. When the head of accounting is buying common shares on the open market its a pretty strong signal the company is undervalued. I added to my position today"  
[X Link](https://x.com/commonsenseplay/status/1991221283867226549)  2025-11-19T19:05Z 18.3K followers, 39.7K engagements


"Biohaven $BHVN now green on day the day. Always follow the inside money"  
[X Link](https://x.com/commonsenseplay/status/1991248008797958416)  2025-11-19T20:51Z 18.3K followers, 4888 engagements


"$BHVN Biohaven hit $XX dollars. Hope you were listening"  
[X Link](https://x.com/commonsenseplay/status/1991517936243343576)  2025-11-20T14:44Z 18.3K followers, 3284 engagements


"Congrats everyone who followed along with $BHVN. Now up over X% and up over XX% since I entered my position"  
[X Link](https://x.com/commonsenseplay/status/1991544591246586289)  2025-11-20T16:30Z 18.3K followers, 3509 engagements


"Bought more $BHVN on this sell off"  
[X Link](https://x.com/commonsenseplay/status/1991580365774020729)  2025-11-20T18:52Z 18.3K followers, 2653 engagements


"$BHVN moving up premarket +2.11% - watch this one rip up +10% today"  
[X Link](https://x.com/commonsenseplay/status/1991870904838889718)  2025-11-21T14:06Z 18.3K followers, 1803 engagements


"Buying more $BHVN on this dip"  
[X Link](https://x.com/commonsenseplay/status/1991885609271800205)  2025-11-21T15:05Z 18.3K followers, 2287 engagements


"This "kid" has over 40000 followers on X. These are the people currently buying crypto and $BTC. Dangerous situation where teens are encouraging other teens to jump into speculative bubbles. None have invested through an actual recession - lessons will unfortunately be learned the hard way"  
[X Link](https://x.com/commonsenseplay/status/1992289719431078314)  2025-11-22T17:50Z 18.3K followers, 19.6K engagements


"MY QUANTUM PRICE TARGETS BEFORE I COVER - $IONQ $RGTI $QBTS Ive been tracking my short positions across the quantum computing sector and this chart makes it easy to visualize the share prices Im targeting by January - the point where I plan to cover and lock in profits. Even at those levels the valuations are still wildly overpriced IMO. Downside still needed: - $RGTI : holding for another XX% downside to hit $X - $IONQ : holding for another XX% downside to reach $XX - $QBTS : holding for another XX% more downside to reach $XX Whats even more interesting is that all three have already dropped"  
[X Link](https://x.com/commonsenseplay/status/1992691893633970352)  2025-11-23T20:29Z 18.4K followers, 60K engagements


"$SRPT continues to show strength - my largest long"  
[X Link](https://x.com/commonsenseplay/status/1992967226064842753)  2025-11-24T14:43Z 18.5K followers, 3290 engagements


"$SRPT IS MOVING - +7%"  
[X Link](https://x.com/commonsenseplay/status/1992983309136412699)  2025-11-24T15:47Z 18.5K followers, 3331 engagements


"BREAKING: Sarepta ( $SRPT ) shared a Phase 1/2 update on SRP-1003 its investigational siRNA therapy for myotonic dystrophy type X (DM1). This is driving todays X% gain. Remember the value of their pipeline alone is worth at least half their current market cap IMO. Summary of the PR: - Cohorts X & X completed; cohort X fully enrolled and ongoing - Cohort X dosing underway; final XX mg/kg cohort set for early 2026 - Positive safety review allows dose escalation - $ARWR Arrowhead to receive a $200M milestone payment after hitting enrollment targets SRP-1003 is part of Sareptas expanding siRNA"  
[X Link](https://x.com/commonsenseplay/status/1993046369326842152)  2025-11-24T19:57Z 18.5K followers, 3527 engagements


"Trump's AI "Launching the Genesis Mission" Executive Order signed today is what drove the rally in Quantum stocks $IONQ $RGTI $QUBT $QBTS. But in my opinion Trumps Genesis Mission EO is actually negative for quantum. Many Bulls expected real $$ procurement or equity stakes from the US Government for quantum as reported by the @WSJ. This EO doesnt deliver - here is why: X. No guaranteed funding (Sec. 27) - Everything is subject to appropriations" which means $X committed today for quantum. X. No procurement of quantum hardware (Sec. 3) - The Platform uses DOE supercomputers and AI clouds - but"  
[X Link](https://x.com/commonsenseplay/status/1993094502035472746)  2025-11-24T23:08Z 18.5K followers, 7628 engagements


"MY BIGGEST BET I bought more $DYNF / $DND.TO (Dye and Durham today). Here is a recap of where we stand and why I think this is an easy double over the next month A rare situation to take advantage of: - takeover bid board resignations late filings debt pressure and a stock that jumped but still trades well below any likely buyout price X. The offer: Ex-CEO Matt Proud's company Plantro wants to take DND private for $5.72/share (see previous Bloomberg article containing the offer details) $XXXX cash $XXXX unsecured notes paying XX% in interest every year Not a clean cash bid - the Board is"  
[X Link](https://x.com/commonsenseplay/status/1993157569318469765)  2025-11-25T03:19Z 18.4K followers, 26K engagements


"$SRPT continues to look strong - marching back to $20"  
[X Link](https://x.com/commonsenseplay/status/1993327869981085877)  2025-11-25T14:36Z 18.5K followers, 2351 engagements


"More good news for Sarepta $SRPT. FDA greenlights ENDEAVOR Cohort X allowing Sarepta to test an enhanced immunosuppression regimen that could reduce liver-injury risks in non-ambulant Duchenne patients. If successful it paves the way to resume commercial dosing for non-ambulatory DMD boys - expanding ELEVIDYS addressable market and strengthening its leadership in DMD gene therapy"  
[X Link](https://x.com/commonsenseplay/status/1993369725519442429)  2025-11-25T17:22Z 18.5K followers, 2681 engagements


"The Hidden Danger of Single-Stock Investing: Even the Biggest Tech Names Can Go to Zero $OKLO $BURL $ETN $AAL $RGTI $IONQ $CSCO $INTU $OPEN $QBTS $ACCH $LAES $BTQ $RGTI I see this everywhere on X lately - people putting their entire Life Savings into a single speculative stock it's utter madness Putting too much of your portfolio into a single company can look smart when the story is good until the story breaks. Tech history is full of giants that looked unstoppable right before they collapsed Here are XX well-known tech companies that ultimately wiped out shareholders you can learn from the"  
[X Link](https://x.com/commonsenseplay/status/1993406019293339862)  2025-11-25T19:46Z 18.5K followers, 12.4K engagements


"Give credit where its due: Back in 2012 when Apple traded in the $XXX range (pre-split) a young Michael Saylor @saylor said $AAPL Apple could go to $2000 per share People thought he was crazy at the time - but he absolutely nailed it Today after two stock splits since 2012 $AAPL is worth the equivalent of more than $7600 per share"  
[X Link](https://x.com/commonsenseplay/status/1993407697434427742)  2025-11-25T19:53Z 18.4K followers, 496.8K engagements


"$DYDNF / $DND.TO Dye & Durham just dropped a major update on its late filings OSC review and default risk. Heres what matters: X. OSC review is DONE. The Ontario Securities Commission has officially completed its issue-oriented review into D&Ds accounting (goodwill impairment revenue treatment). This removes a major regulatory overhang. X. New waiver needed to avoid default. D&D missed both its annual and Q1 filings. A 30-day cure period on the Q1 miss ends Dec XX. Theyre now negotiating a new lender waiver so the missed filings dont become an event of default. Lenders cant act yet. X. MCTO"  
[X Link](https://x.com/commonsenseplay/status/1993689567027982647)  2025-11-26T14:33Z 18.4K followers, 7108 engagements


"$SRPT continues to look strong - my second largest long. We will blow past $20"  
[X Link](https://x.com/commonsenseplay/status/1993691997786579138)  2025-11-26T14:43Z 18.5K followers, 8036 engagements


"$RGTI sub $XX will come by Friday"  
[X Link](https://x.com/commonsenseplay/status/1993694657239556469)  2025-11-26T14:53Z 18.4K followers, 5962 engagements


"$SRPT Looks like analysts are finally starting to see what Ive been seeing. Wells Fargo just released a $XX price target - about XXX upside from where its trading today. I see $XX dollars over the next few months"  
[X Link](https://x.com/commonsenseplay/status/1993703407245500491)  2025-11-26T15:28Z 18.4K followers, 4612 engagements


"Liftoff -we just blew past $XX dollars on $SRPT. Price Target $50"  
[X Link](https://x.com/commonsenseplay/status/1993706726844199130)  2025-11-26T15:41Z 18.5K followers, 5518 engagements


"This is why I keep buying $SRPT"  
[X Link](https://x.com/commonsenseplay/status/1993721899785109585)  2025-11-26T16:41Z 18.5K followers, 5212 engagements


"I get messages on X saying "oh no i missed the bounce on $SRPT ". Let me just say this rise from the ashes is only just getting started. +8% today but that means nothing over the next few months this stock will double"  
[X Link](https://x.com/commonsenseplay/status/1993762985681240439)  2025-11-26T19:25Z 18.5K followers, 4933 engagements


"Strong bounce back on $BHVN today. Don't get shaken out on dips - expect volatility in Biotech its part of the journey"  
[X Link](https://x.com/commonsenseplay/status/1993766466265763894)  2025-11-26T19:39Z 18.3K followers, 2798 engagements


"Awesome day in the markets for my current positions - longs and shorts both performing well. +76% YTD return for my portfolio Longs: - $SRPT +8.3% ✅ - $DND.TO +3.6% ✅ - $BHVN +1% ✅ - $SPRB +5.2% ✅ - $META -0.4%❌ - $PYPL +1% ✅ Shorts: - $IONQ -XXXX% ✅ - $RGTI -XXXX% ✅ - $QUBT -XXXX% ✅ - $QBTS -XXXX% ✅ - $BTQ -XXX% ✅ - $OKLO +3.4% ❌ - $JOBY +1.4% ❌ Bonds: - US $TLT +0.44% ✅ - Canadian +0.24% ✅"  
[X Link](https://x.com/commonsenseplay/status/1993788559988543543)  2025-11-26T21:06Z 18.5K followers, 11.1K engagements


""But it's all a fraud" 😭 Thanksgiving vibe: parents arguing friend terrified and me trying to explain why Im short QUANTUM despite the whole UNLIMITED LOSSES thing. Happy Thanksgiving $IONQ $RGTI $QBTS $QUBT"  
[X Link](https://x.com/commonsenseplay/status/1993905089589989862)  2025-11-27T04:49Z 18.4K followers, 3739 engagements


"Ever wondered how great investors actually find winning stocks These are the exact fundamentals Peter Lynch used to spot high-potential companies $DBX $FVRR $COUR $AI $SOUN $GLBE $NU $HIMS $S $DUOL $ROKU $IOT $PYPL The Peter Lynch Stock-Picking Checklist: X. Trailing P/E XX X. Forward P/E XX X. EPS Growth XX% X. Debt-to-Equity XX% X. Market Cap $5B X. PEG Ratio XXX Why P/E Matters - You want to avoid overpaying for a company. - Lower P/E means higher margin of safety. - A forward P/E under XX signals expectations of future earnings strength. Examples with reasonable valuation metrics: $DBX"  
[X Link](https://x.com/commonsenseplay/status/1994082845305057662)  2025-11-27T16:36Z 18.5K followers, 13.6K engagements


"Added to $IONQ short on this pop"  
[X Link](https://x.com/commonsenseplay/status/1994414795412619762)  2025-11-28T14:35Z 18.5K followers, 9896 engagements


"Shorted more $RGTI - THE VOLUME IS DEAD"  
[X Link](https://x.com/commonsenseplay/status/1994415748677284072)  2025-11-28T14:39Z 18.4K followers, 7182 engagements


"$BHVN looking strong"  
[X Link](https://x.com/commonsenseplay/status/1994425649344413797)  2025-11-28T15:18Z 18.3K followers, 3313 engagements


"People saying the chart doesnt look good for Rigetti shorts right now are missing the entire point. The chart is irrelevant. The business is the problem. $RGTI Rigettis own leadership has said commercial scale and meaningful sales are still a decade away. That's why he sold XXX% of his shares in May There is no proven business model no recurring enterprise demand and revenues that dont come close to supporting its valuation. Yet Rigetti is still valued close to $9BILLION in market cap - on decreasing pitiful sales of less than $10million. They didn't progress to the next stage of DARPA they"  
[X Link](https://x.com/commonsenseplay/status/1994442764608843949)  2025-11-28T16:26Z 18.4K followers, 13.9K engagements


"There is a $400+ million dollar a year proven sustainable business there for $DND.TO / $DYNDF It's got high debt yes - but its valuation is $200million i.e. half their sales. Large part of their sales are tied to legal transactions on home sales - these are currently at a decade low - its cyclical once sales pick up the business will boom again. Even if the buyout doesn't happen there is a business here with growth potential and the valuation is too cheap to ignore"  
[X Link](https://x.com/commonsenseplay/status/1994443605084442711)  2025-11-28T16:29Z 18.4K followers, XXX engagements


"@SureThingCap Actually the short interest is only around XX% not that high - XXXX days to cover"  
[X Link](https://x.com/commonsenseplay/status/1994452664806248507)  2025-11-28T17:05Z 18.3K followers, XXX engagements


"Actions speak louder than words. Half a billion worth of insider sales over the last year at $IONQ"  
[X Link](https://x.com/commonsenseplay/status/1994453438617280656)  2025-11-28T17:08Z 18.5K followers, 7642 engagements


"@JimChuong Short Quantum stocks $RGTI $IONQ"  
[X Link](https://x.com/commonsenseplay/status/1994489001085210655)  2025-11-28T19:30Z 18.5K followers, 1565 engagements


"A Trump official just warned that US GDP could turn negative in Q4. Heres what Kevin Hassett said (as quoted by Reuters): Thanksgiving time is one of the hottest times of the year for the economy. and if people arent traveling at that moment then we really could be looking at a negative quarter for the fourth quarter. The government shutdown dragged on holiday travel and consumer spending took a hit these are the X things that usually boost year-end growth It raises the bigger question: Are we already slipping into a recession without realizing it Consumer debt is high savings are low and"  
[X Link](https://x.com/commonsenseplay/status/1994885677402718400)  2025-11-29T21:46Z 18.3K followers, 10.1K engagements


"I appreciate the feedback too and your openness to hear the other side. To me I don't think I am being sensational when it comes to quantum. Companies like $RGTI and $QBTS - I've stated they should drop 90%. They've already dropped XX to XX% from their peaks and I think they will go down a lot further. That's not me being sensational that is me running the fair value models and determining where their valuation should actually be"  
[X Link](https://x.com/commonsenseplay/status/1994952646005068187)  2025-11-30T02:12Z 18.4K followers, XXX engagements


"@Driller562 You're buying the commodity itself or the underlying producers I think $oxy is cheap - might enter"  
[X Link](https://x.com/commonsenseplay/status/1994954826200092865)  2025-11-30T02:21Z 18.3K followers, XXX engagements


"Has anyone else noticed how aggressively Desmond (@DesFrontierTech) has been boosting $IONQ over the years - often repeating big claims that never panned out Some examples from his own tweets: IonQ's roadmap says theyre projecting to start to enter full-scale fault tolerance in 2024. This is HUGE folks. (May 2021) LOL this never happened - not even close Peter Chapman is an innovation leader. (Dec 2021). he (CEO and Board Chairman at the time) sold XXX% of his shares in IONQ over the last year Do I think @IonQ_Inc is serious about the metaverse Lets take a look (Dec 2021) lol what happened to"  
[X Link](https://x.com/commonsenseplay/status/1994964572495618537)  2025-11-30T02:59Z 18.5K followers, 5818 engagements


"@biancoresearch Consumer sentiment is at its second-lowest level ever the only time Americans felt worse was during the 2022 inflation"  
[X Link](https://x.com/commonsenseplay/status/1995179241210884122)  2025-11-30T17:12Z 18.4K followers, XXX engagements


"@william_R2Rclub Potentially - my price target for $SRPT is XX dollars short term. Easy double from here"  
[X Link](https://x.com/commonsenseplay/status/1995195215301452160)  2025-11-30T18:16Z 18.5K followers, XXX engagements


"COMMON SENSE STORY TIME VOLUME #11 $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $META $SPCE $PLTR Simonelle lost her entire life savings This story is a textbook example of how hype can wipe out your savings if you dont have a plan. She put $5000 - basically her whole savings at XX - into $ZIP right near its all-time high during the COVID BNPL frenzy. This quote sums it up perfectly: - "Now youd think that before I sunk the majority of my lifes savings into a single company Id have done extensive research to justify it. The reality was far from that. - "Did I read a financial statement No."  
[X Link](https://x.com/commonsenseplay/status/1995198472178503918)  2025-11-30T18:29Z 18.3K followers, 6169 engagements


"SHORT SELLING IS JUST INHERENTLY TREACHOROUS Surprised to hear this from @BillAckman regarding short selling. In this clip Ackman talks about why he doesnt short stocks anymore and how dangerous short selling can be. But it wasnt always this wayEarlier in his career Ackman lived and thrived in the short-seller arena - sometimes winning sometimes getting burned. Heres some of his most famous trades: X. Herbalife (20122018): His most famous $1B short ended as a -$760M to -$1B loss after a 6-year war. X. MBIA equity short: A win though the real payoff came from CDS not the stock. X. Ambac &"  
[X Link](https://x.com/commonsenseplay/status/1995286688902656366)  2025-12-01T00:19Z 18.5K followers, 12.1K engagements


"@GregPickett008 @BillAckman Agree on Carvana insiders can't get rid of their shares quick enough over the last year"  
[X Link](https://x.com/commonsenseplay/status/1995289773670568314)  2025-12-01T00:32Z 18.5K followers, XXX engagements


"Tomorrow could be a bloodbath for the X public Quantum pure plays $IONQ $RGTI $QBTS $QUBT The continued drawdown today in $BTC may act as a catalyst for a broader risk-asset correction given its recent correlation with high-beta tech names. If BTC continues to break key support levels momentum-driven selling could spill into speculative sectors. RGTI is down -XXXX% overnight and looks incredibly weak. Its recent price action suggests deteriorating buyer strength with fading volume on rebounds and increasing sell pressure. Coupled with every SINGLE publicly traded quantum pure-play being left"  
[X Link](https://x.com/commonsenseplay/status/1995336093735284772)  2025-12-01T03:36Z 18.4K followers, 11.7K engagements


"JUST IN: Japan's 20-Year Bond Yield jumps to highest level since 1998 WHAT THIS ACTUALLY MEANS FOR YOUR 401K AND STOCK INVESTMENTS $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $SPCE Japans 20-Year Bond Yield just hit XXXX% the highest in decades - up from XXXX % a year ago a XX% jump for bond yields this is pretty crazy That matters for U.S. markets because: - Japanese investors recently sold a net XXXXX billion (US $XXXX billion) of foreign stocks - their largest weekly foreign-stock sell-off in months. - Foreign investors overall hold XX% of the U.S. stock market; a shift from U.S. stocks"  
[X Link](https://x.com/commonsenseplay/status/1995367207141023763)  2025-12-01T05:39Z 18.3K followers, 15.7K engagements


"Garbage. $RGTI"  
[X Link](https://x.com/commonsenseplay/status/1995513842789646757)  2025-12-01T15:22Z 18.4K followers, 6100 engagements


"WE PRINTING TODAY $IONQ $RGTI $OKLO $JOBY $BTQ"  
[X Link](https://x.com/commonsenseplay/status/1995514355459486160)  2025-12-01T15:24Z 18.5K followers, 2911 engagements


"The Ugly Truth About Big Drops $ionq $rgti $qbts $btq $oklo $joby IONQ example: At $XXXXX a XX% drop puts the stock at $XXXXX. To get back to $XXXXX it doesnt need +50% It needs a +100% gain - literally a double - because the rebound is calculated off the new much smaller price. I know this is obvious but a lot of retail investors forget about this"  
[X Link](https://x.com/commonsenseplay/status/1995523201418621309)  2025-12-01T15:59Z 18.4K followers, 6340 engagements


"For those asking - not covering quantum anytime soon. Price targets for my short below. $ionq $rgti $qbts"  
[X Link](https://x.com/commonsenseplay/status/1995531046818119987)  2025-12-01T16:30Z 18.4K followers, 10.2K engagements


"For those wondering why I entered $SPRB on XX% dip today"  
[X Link](https://x.com/commonsenseplay/status/1995582051081486713)  2025-12-01T19:53Z 18.4K followers, 22.7K engagements


"Quantum performance today $RGTI looks particularly weak - my largest short. $IONQ $RGTI $BTQ $QBTS $CCCX $QUBT"  
[X Link](https://x.com/commonsenseplay/status/1995635778270232713)  2025-12-01T23:27Z 18.5K followers, 8259 engagements


"$SPRB up nearly X% in overnight trading and up XX% from my entry today. This has potential to go to $XXX if they deliver on their pipeline Will start taking profit at $200- Im holding for next X months at least and potentially growing the position. Its currently a small allocation in my portfolio"  
[X Link](https://x.com/commonsenseplay/status/1995682999317524527)  2025-12-02T02:34Z 18.5K followers, 7620 engagements


"Continued insider selling at $OKLO - SEC Form XXX just released. Chief Legal Officer is cashing out another half a million - after her recent $1.2M sale on November 20th. Reminder - the two co-founders cashed out $135million on October 2nd. Smart move for a pre-revenue company which is a decade away from constructing a power plant with no experience of building one. I'm short"  
[X Link](https://x.com/commonsenseplay/status/1995687469896139148)  2025-12-02T02:52Z 18.3K followers, 4893 engagements


"PREDICTION: Trump announces expanded travel ban at 2pm tomorrow - adding 20-30 "high-risk" nations (Syria NK more Africa/LatAm) via DHS Noem's "full ban" rec. Why Post-DC shooting "invader" rhetoric demands it. How you can make money from this; Short airlines ( $DAL / $AAL - intl routes tank 10-20% bookings) & cruises ( $CCL/ $RCL - LatAm pax dry up). 2017 ban resulted in X% dips. Could be another trade opportunity- thank me later"  
[X Link](https://x.com/commonsenseplay/status/1995746029044646180)  2025-12-02T06:45Z 18.4K followers, 12.8K engagements


"Added to $RGTI short - another gift"  
[X Link](https://x.com/commonsenseplay/status/1995864556883922967)  2025-12-02T14:36Z 18.4K followers, 5350 engagements


"$SPRB up over 5%"  
[X Link](https://x.com/commonsenseplay/status/1995865168077881796)  2025-12-02T14:38Z 18.4K followers, 2583 engagements


"If your portfolio is heavily U.S.-weighted NOW is the time to look globally U.S. trades at XX earnings - one of the most expensive markets in the world Europe & Asia trade closer to 1014 P/E Global diversification reduces recession risk currency risk and valuation risk. If the U.S. slows expensive sectors (AI SaaS growth) get hit hardest - and value plays win out. Consider these stocks if you are heavy US tech weighted in your portfolio. TEN Non-US low-P/E recession-resilient giants worth watching: - X. Unilever ( $ULVR.L ) - P/E XX Global consumer staples - food hygiene essentials. Demand"  
[X Link](https://x.com/commonsenseplay/status/1995898567303856494)  2025-12-02T16:51Z 18.4K followers, 60.4K engagements


"@tradergurujosue Interactive Brokers (IBKR) is a good one and Charles Schwab"  
[X Link](https://x.com/commonsenseplay/status/1995900510705254603)  2025-12-02T16:58Z 18.5K followers, XXX engagements


"WHAT IS GOING ON AT THE FDA Less than a month later - Richard Pazdur has resigned $SRPT $MRNA $BHVN $CAPR $REPL $NOVO $PFE Pazdur the newly appointed head of the drug evaluation department the agency's veteran oncology chief took over the role on November XX replacing George Tidmarsh after he resigned amid serious concerns about his personal conduct. MAKARY AND PRASAD HAVE GOT TO GO"  
[X Link](https://x.com/commonsenseplay/status/1995912030226936187)  2025-12-02T17:44Z 18.4K followers, 9291 engagements


"Things arent looking good for @MartinShkrelis all-in short on $CAPR. Since his tweet on November 24th the stock has jumped XX% - its currently up XXXX% in overnight trading. With key data expected in the next XX hours this could get interesting. Martins portfolio is up XXX% YTD but could one bad short wipe out those gains if the data comes in strong Stay tuned"  
[X Link](https://x.com/commonsenseplay/status/1996112244556583209)  2025-12-03T07:00Z 18.4K followers, 134.4K engagements


"Pray for @MartinShkreli $CAPR up XXX% His short is cooked"  
[X Link](https://x.com/commonsenseplay/status/1996226458541572482)  2025-12-03T14:34Z 18.5K followers, 88.4K engagements


"Now up over XX% in two days on $SPRB position. Congrats to those who followed me in"  
[X Link](https://x.com/commonsenseplay/status/1996233830316077434)  2025-12-03T15:03Z 18.5K followers, 6235 engagements


"Some weird action in quantum today. Isnt $IONQ supposed to be the real leader here $QBTS and $RGTI up"  
[X Link](https://x.com/commonsenseplay/status/1996236599697477914)  2025-12-03T15:14Z 18.4K followers, 7404 engagements


"Continued strength from Sarepta $SRPT - hopefully you didnt get shaken out on any dips. This will go back to $50"  
[X Link](https://x.com/commonsenseplay/status/1996293469439168569)  2025-12-03T19:00Z 18.4K followers, 4650 engagements


"Added to $RGTI short"  
[X Link](https://x.com/commonsenseplay/status/1996322062017888538)  2025-12-03T20:54Z 18.4K followers, 14.2K engagements


"D-Wave $QBTS finished up nearly XX% today following the news they: - Announced the "forming of a new business unit dedicated to driving the adoption of its quantum computing products and services within the U.S. government. Led by seasoned government and public sector business executive Jack Sears Jr. the newly established unit will support D-Waves enterprise-wide U.S. government-related initiative" So the market adds a billion dollar of market cap for simply announcing a new business unit The world has lost it. I see temporary spikes like this as opportunities to increase my short positions."  
[X Link](https://x.com/commonsenseplay/status/1996386287608361386)  2025-12-04T01:09Z 18.4K followers, 8704 engagements


"@ShashiVas good question . $SRPT imo risk is behind them. Proven therapies recurring revenue - growing market. $SPRB has potentially higher upside if pipeline materializes but very small market cap and higher risk"  
[X Link](https://x.com/commonsenseplay/status/1996405666572021897)  2025-12-04T02:26Z 18.5K followers, XXX engagements


"Never bet against Zuck Now up XX% on $Meta since my entry price. This is why I keep buying"  
[X Link](https://x.com/commonsenseplay/status/1996592759265013802)  2025-12-04T14:49Z 18.3K followers, 6698 engagements


"Quantum up across the board. $IONQ $RGTI $QUBT $QBTS Yes Im still short and no my price targets for covering havent changed. Short term fluctuations dont bother me - you shouldnt be shorting if they bother you. Shorting is not for everyone - conviction and patience are key"  
[X Link](https://x.com/commonsenseplay/status/1996597994498724085)  2025-12-04T15:10Z 18.4K followers, 12.5K engagements


"Agree with Burry Dimon Munger and Buffett. $BTC is not worth anything. Its the tulip bulb of our time"  
[X Link](https://x.com/commonsenseplay/status/1996734564602204220)  2025-12-05T00:13Z 18.4K followers, 4806 engagements


"@E150434638 I disagree - the leeches are the insiders like $IONQ who sell a half billion worth of their shares to retail investors knowing the company is pure hype"  
[X Link](https://x.com/commonsenseplay/status/1996741051110096941)  2025-12-05T00:38Z 18.5K followers, 1931 engagements


"@NaplesRunner Sounds interesting will take a look"  
[X Link](https://x.com/commonsenseplay/status/1996741132987101669)  2025-12-05T00:39Z 18.5K followers, XX engagements


"@jakeisinvestor Bro you do realize the current $IONQ CEO sold $XXX million dollars worth of shares (80% of his holdings) just a few months ago"  
[X Link](https://x.com/commonsenseplay/status/1996777536429478396)  2025-12-05T03:03Z 18.5K followers, XXX engagements


"@davidmiedz interested in your thoughts here"  
[X Link](https://x.com/commonsenseplay/status/1996790977537986595)  2025-12-05T03:57Z 18.4K followers, 2330 engagements


"$OKLO down nearly 9%"  
[X Link](https://x.com/commonsenseplay/status/1996957103538487746)  2025-12-05T14:57Z 18.5K followers, 6800 engagements


"@TravisBiziorek I have a couple brokerages I use - IBKR is one of them"  
[X Link](https://x.com/commonsenseplay/status/1997361849063375030)  2025-12-06T17:45Z 18.5K followers, 5144 engagements


"@dnw_stock Glad we agree on the danger of $btc"  
[X Link](https://x.com/commonsenseplay/status/1997736532808221060)  2025-12-07T18:34Z 18.5K followers, XXX engagements


"Agree - $SRPT is my second largest long. It will rip back to $XX. One of the Most Misunderstood Biotechs on the Market in my opinion. Some people see Sarepta as a company in trouble. I see it as a multi-bagger hiding in plain sight. After going through the latest numbers regulatory updates and growth trajectory I think the market is massively underpricing whats actually happening here. Im long (second largest position) and plan to stay that way for at least a year. This isnt about short-term swings (there will be plenty of those). Its about what Sarepta looks like once the dust settles. The"  
[X Link](https://x.com/commonsenseplay/status/1997793377874825221)  2025-12-07T22:20Z 18.5K followers, XXX engagements


"@chiptomunk The point was more about transparency than the price difference - along with the order flow visibility"  
[X Link](https://x.com/commonsenseplay/status/1997806182241878384)  2025-12-07T23:11Z 18.5K followers, XXX engagements


"@SargeMaxuimus Hes in an impossible situation. He gets asked about hundreds of stocks a day and his whole schtick is he has to give a response and his take on them. He cant just say i dont know - Im not following the stock. No wonder he gets so many wrong"  
[X Link](https://x.com/commonsenseplay/status/1997828154623459414)  2025-12-08T00:38Z 18.6K followers, XXX engagements


"The real economy is being crushed The consumer isnt strong . the tape says otherwise. While job's are dropping off a cliff yet trash speculative stocks go hyperbolic. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) -XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -XX% X YEAR RETURNS SPECULATIVE HYPE STOCKS: - RIGETTI ( $RGTI ) +3817% - DWAVE ( $QBTS ) +3606% - IONQ $IONQ ) +304% - OKLO ( $OKLO )"  
[X Link](https://x.com/commonsenseplay/status/1985032240737480800)  2025-11-02T17:12Z 18.6K followers, 125.3K engagements


"I love that suggestion Sid. But the make-a-wish foundation is close to my heart growing up my little brother had leukemia as a child (he is perfect now) and when he wasn't doing so well they arranged a fully paid for trip to see his favourite football team (Manchester United) and a personal meet and great with the legend Ryan Giggs before the game. They also covered the cost of myself and my oldest brother to go along. I know he treasures that memory as do I and it helped him and the rest of my family at a time of doom and gloom Always try to repay them when I can. But I love the suggestion"  
[X Link](https://x.com/commonsenseplay/status/1997812917182284040)  2025-12-07T23:38Z 18.5K followers, XXX engagements


"$IONQ CEO a few months ago in early October. Supposedly "they will wipe the floor" with $NVDA NVIDIA by 2027. Oh and right before this he sold sold $XXX million dollars worth of shares (80% of his holdings . X months into his role as CEO). 2027 is basically XX months away. do you believe this guy"  
[X Link](https://x.com/commonsenseplay/status/1998599264516149721)  2025-12-10T03:42Z 18.6K followers, 1360 engagements


"WHY YOURE GOING TO LOSE MONEY ON STOCKS THIS DECADE Legendary investor Howard Marks puts it bluntly: When you buy the S&P XXX at a 23x P/E your 10-yr annualized return has always fallen between +2% and X% IN EVERY CASE EVERY CASE. Today the market sits at a 25x P/E. Add inflation and your returns are negative. So whats Marks doing Buying bonds During the 20002002 crash: - Long-term Treasuries: +4045% - NASDAQ: XX% History doesnt repeat perfectly but it rhymes. We might only be in the first inning of the next pullback. Im already reallocating heavily into long-term bond ETFs like $TLT and"  
[X Link](https://x.com/commonsenseplay/status/1989140372698853654)  2025-11-14T01:16Z 18.6K followers, 1.4M engagements


"My mission has always been simple: cut through the hype expose false narratives and bring real truth to retail investors. Ill always stay fully independent. I will never accept paid stock-pumping deals - the kind that are everywhere on X - not now not ever If you want to support that mission consider subscribing. Subscribers will also get access to 1:1 chat. But after thinking long and hard about it Ive decided I wont post exclusive market content behind a paywall. Everyone deserves to know whats really happening in the markets - the things CEOs wont tell you and the things those recycled"  
[X Link](https://x.com/commonsenseplay/status/1990630482024001574)  2025-11-18T03:57Z 18.6K followers, 63.8K engagements


"This could actually be a good long list - rotation from bubble to real economy. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) - XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -27%"  
[X Link](https://x.com/commonsenseplay/status/1991986449651265680)  2025-11-21T21:45Z 18.6K followers, 89.8K engagements


"MUST KNOW FOR ANYONE INVESTED IN $IONQ HALF A BILLION WORTH OF INSIDER SALES $IONQ $RGTI $QBTS $QUBT X. Peter Hume Chapman (Executive Chair and Former CEO) - dumped $XXX million (100% of his shares) of stock over the past XX months. X. Niccol de Masi (President & CEO) - sold $XXXXX million (80% of his shares) in the same period. X. Other insiders (CFO CRO Directors) basically their entire leadership team added another $4050 million combined. Their all cashing out on Retail hype. Meanwhile How Bad Are the Books - For Q3 2025 their net loss for that quarter exploded to $XXXX billion - up 1900%"  
[X Link](https://x.com/commonsenseplay/status/1993518493623631987)  2025-11-26T03:13Z 18.6K followers, 36.8K engagements


"JUST IN: WHY President Trumps signal that the U.S. may completely cut income tax is not achievable Countries with X% income tax today: -UAE - Qatar - Kuwait - Bahamas - Cayman Islands - Monaco How they do it: X. Huge revenue from oil/tourism/finance X. Small populations X. Rely heavily on VAT consumption taxes & import duties X. Wealthy resident base means higher per-capita revenue. Could the U.S. replicate this In theory yes - but heres the problem: - Tariffs bring in $XXX BILLION a year - Income taxes bring in $XXX TRILLION a year Thats a $XXX TRILLION GAP To close it tariffs would need to"  
[X Link](https://x.com/commonsenseplay/status/1994410314100826556)  2025-11-28T14:17Z 18.6K followers, 1.9M engagements


"My current watch-list for potential long / swing entries - seeing rotation into value and several names are deeply red YTD along with some growth stocks I like (PATH & UPWK): - Chipotle ( $CMG ): XXXX% YTD - PayPal ( $PYPL ): XXXX% YTD already in - Figma ( $FIG ): -XX% since IPO - Wendys ( $WEN ): XXXX% YTD - UPS ( $UPS ): -XX% YTD - UiPath ( $PATH ): +7% YTD - Upwork ( $UPWK ): +20% YTD - Caleres ( $CAL ): -XX% YTD - Under Armour ( $UA): XX% YTD - Caesars ( $CZR ): - XX% YTD - Lululemon ( $LULU ): -XX% YTD"  
[X Link](https://x.com/commonsenseplay/status/1994824060967285005)  2025-11-29T17:41Z 18.6K followers, 41.5K engagements


"Since when did $SRPT get on the most Popular Fintwit list. I'm shocked they actually got one right for once"  
[X Link](https://x.com/commonsenseplay/status/1995194760068567083)  2025-11-30T18:14Z 18.6K followers, 7576 engagements


"Breaking: $IONQ's Thomas Kramer (CFO who just left) filed to sell: - 1400000 shares of common stock - Approx. market value: $7Million Entire leadership team is running for the door selling all their shares while they can Half a billion in insider sales over the last year explains the under performance of IONQ versus other quantum stocks today. TRULY SHOCKING"  
[X Link](https://x.com/commonsenseplay/status/1996415062500925585)  2025-12-04T03:03Z 18.6K followers, 8498 engagements


"EVERYONE MUST READ THIS $IonQ keeps saying theyll wipe the floor with NVIDIA by 2027. and "they are a 20x or 30x bagger" yes they used those words If thats true why did their entire senior leadership team spend the past year dumping their shares and heading for the exits Here are the facts: X. Peter Chapman - Executive Chair (and former CEO for the last X years) - Sold $306M+ of stock - Stepped down Aug 2025 X. Thomas Kramer - CFO and COO (for the last X years) - Sold $20M+ - Announced departure Sept 2025 X. Rima Alameddine - Chief Revenue Officer (for the last X years) - Sold $13M+ - Exited"  
[X Link](https://x.com/commonsenseplay/status/1996451809960063190)  2025-12-04T05:29Z 18.6K followers, 7284 engagements


"Added more to my $RGTI short its now XXX% of my portfolio. More than I would like but another gift"  
[X Link](https://x.com/commonsenseplay/status/1996636012496539870)  2025-12-04T17:41Z 18.6K followers, 28.1K engagements


"I think Martin has to take more accountability for his followers joining him on shorts like this. Especially shorts on binary biotech events like $CAPR. Lots of his young following dont understand the risks of shorting. I always emphasis this along with keeping any position size under X% and never shorting binary events Your portfolio should also have a mix of shorts and long and other asset classes like bonds treasuries or REITs. Never go all in on something especially a binary event Some hard lessons were learned here"  
[X Link](https://x.com/commonsenseplay/status/1996641963353989495)  2025-12-04T18:05Z 18.6K followers, 140.7K engagements


"Since posting this I have got X more requests on X from marketing intelligence and growth firms who work with public companies. $IONQ bought a similar market intelligence firm a few months ago. These middle men continue to offer paid partnerships to research and post on stocks and join them in campaigns. I will never accept this and will always remain independent I put my own money where my mouth is"  
[X Link](https://x.com/commonsenseplay/status/1996646518200365496)  2025-12-04T18:23Z 18.6K followers, 7142 engagements


"Breaking: Even more $IONQ insider sales today. CRO who just left Rima Allamadine filed to sell over $XXX million worth of shares today. This adds to the $XX million worth of shares that was filed yesterday by the CFO who also just resigned Thomas Kramer. You dont know more than the leadership team of $IONQ - they are selling everything as quick as they can"  
[X Link](https://x.com/commonsenseplay/status/1996712540374814843)  2025-12-04T22:45Z 18.6K followers, 6459 engagements


"$SoFi just announced another $1.5B equity raise. Their CEO completely misled investors. CEO Anthony Noto @anthonynoto said the following right after the first $1.5B offering in July: The raise was completely opportunistic" and emphasized that SoFi is becoming more "capital-light." Noto repeatedly emphasizes that SoFi is shifting toward businesses that dont require heavy capital and highlighting Were doing well financially. Today months later another multibillion offering. - Two raises in X months $3B total - Stock drops again after hours Even if management never promised no more raises the"  
[X Link](https://x.com/commonsenseplay/status/1996814287621574927)  2025-12-05T05:29Z 18.6K followers, 4813 engagements


"COMMON SENSE INVESTING: STOCK PICK OF THE WEEK - Intel $INTC Intel has been left for dead. The long term chart looks ugly still (down XX% the last X years) the brand is stale and nobody is paying attention. But under the surface a major reset is happening - and the upside from here could be huge. X. New CEO real turnaround - Lip-Bu Tan took over in March 2025 - a semiconductor veteran with a killer track record at Cadence. - Hes cutting costs focusing on domestic manufacturing and rebuilding Intels foundry business. - Early execution is improving. Margins are stabilizing. X. Historic"  
[X Link](https://x.com/commonsenseplay/status/1996980580895150410)  2025-12-05T16:30Z 18.6K followers, 14.6K engagements


"COMMON SENSE STORY TIME VOLUME #12 $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $META $SPCE $PLTR $SOFI $PYPL $BTQ $SRPT I just read a brutal story. 30-year-old guy saving for a down payment with his girlfriend. Good job consistent saver and had half of what they needed for a townhouse. Then 2020 hit He saw stocks booming very similar to today's market everyone was making money He figured he could double his down payment by years end. At first it worked - he actually really doubled it. Then life punched him in the face: - His mom got cancer. - Stress fear no sleep. - And on top of this the"  
[X Link](https://x.com/commonsenseplay/status/1997179634580865170)  2025-12-06T05:41Z 18.6K followers, 8023 engagements


"The invisible cost to every Robinhood $HOOD trade you make - their trades are not free - "Robinhood trades are not free" - "When you pay for order flow you're probably charging your customers more and pretending to be free" - "It's a very dishonourable low grade way to talk" - "Nobody should believe Robinhood's trades are free" Translation: Robinhood doesnt charge commissions but it makes money by selling your trades to market makers i.e. payment for order flow. Instead when you click Buy Robinhood sells your order to a big trading firm (Citadel etc). That firm executes it and pays Robinhood"  
[X Link](https://x.com/commonsenseplay/status/1997360476293107828)  2025-12-06T17:40Z 18.6K followers, 251.3K engagements


"$RGTI from +5% to -X% in a matter of minutes. No buyers left what a garbage stock. Im short"  
[X Link](https://x.com/commonsenseplay/status/1998047811657695666)  2025-12-08T15:11Z 18.6K followers, 5097 engagements


"$RGTI an X% drop in XX mins on no news. GARBAGE"  
[X Link](https://x.com/commonsenseplay/status/1998052509450133514)  2025-12-08T15:30Z 18.6K followers, 16.1K engagements


"Dye and Durham - my biggest highest conviction stock position. +46% today I hope you were listening. Buyout announcement coming soon IMO. Target price - minimum $XXX to $XX - plenty of upside from here"  
[X Link](https://x.com/commonsenseplay/status/1998132351377817974)  2025-12-08T20:47Z 18.6K followers, 28.9K engagements


"@MilesWorks I haven't read it - recommend People forget he was a very successful hedge fund manager"  
[X Link](https://x.com/commonsenseplay/status/1998179010329915518)  2025-12-08T23:52Z 18.6K followers, XX engagements


"The Average Net Worth For The Above Average Person According to the latest Federal Reserve's Triennial Consumer Finance Survey available the average net worth for the following ages are: - Under 35:$76200 - 35-44:$288700 - 45-54:$727500 - 55-64:$1167400 - 65-74:$1066000 - 75+:$1067000 Not bad. Believe it or not the average household net worth in America is now $XXXX million. But these average net worth numbers are skewed by the super rich who have generated an enormous amount of wealth since the financial crisis. The median household net worth is closer to $192000 which is a better reflection"  
[X Link](https://x.com/commonsenseplay/status/1998206136017695224)  2025-12-09T01:40Z 18.6K followers, 3667 engagements


"One of the strangest patterns in the stock market that you don't know about $SPY $VTI $VOO I recently watched an interview with Samir Varma a theoretical physicist turned trader hedge-fund manager- he earned his doctorate in particle physics from University of Texas at Austin and was one of the first to execute profitably quantitative futures strategies. He noted - over XX years almost all of $SPY s gains happened while the market was CLOSED I found this super interesting so I did some digging to see if this was true and here's the data: According to a long-term analysis (19932025) the"  
[X Link](https://x.com/commonsenseplay/status/1998217575029776554)  2025-12-09T02:26Z 18.6K followers, 84.7K engagements


"$32 is a start but $SRPT is going much much higher"  
[X Link](https://x.com/commonsenseplay/status/1998387180297748572)  2025-12-09T13:40Z 18.6K followers, 4103 engagements


"Quantum looking very weak in pre-market red across the board 🩸 $IONQ $RGTI $QBTS $QUBT"  
[X Link](https://x.com/commonsenseplay/status/1998395241271857309)  2025-12-09T14:12Z 18.6K followers, 3587 engagements


"Totally agree - I'm short quantum $ionq $rgti $qbts and nuclear $oklo"  
[X Link](https://x.com/commonsenseplay/status/1998509705430536651)  2025-12-09T21:46Z 18.6K followers, 5429 engagements